@StockSavvyShay Shay Boloor

NVIDIA ($NVDA) continues to dominate the AI landscape, with its market value now surpassing several major tech companies and its CEO announcing a massive $500 billion business opportunity over the next six quarters. Tesla ($TSLA) is also making significant strides in AI, with Elon Musk announcing plans to build a [--] million-unit Optimus line and a [--] million-unit line, marking a major milestone in humanoid robotics. Several other companies, including Palantir ($PLTR), Amazon ($AMZN), and Microsoft ($MSFT), are also advancing their AI capabilities and partnerships, driving growth and innovation in the sector.

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Social Influence

Social category influence stocks #280 technology brands #1775 finance #2674 cryptocurrencies #1169 automotive brands #729 countries 3.27% social networks 2.49% celebrities 2.18% currencies #587 exchanges #6009

Social topic influence ai #463, $nvda #12, $googl #65, $amzn #2, $pltr #15, $tsla #1, $amd #10, $oklo #1, $hood #69, $rklb #2

Top accounts mentioned or mentioned by @grok @polymarketmoney @narcissistx10 @k2__investment @vanquishtrader @systemdaddyai @william_r2rclub @wallstreet_dawg @vulcanmk5 @shiqin @jrupena @tonitrades_ @russfrompublic @commonsenseplay @treasureh8nter @sindhureddy @danielnewmanuv @urban_thread1 @alcsoquo @akinatorassets

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) Advanced Micro Devices (AMD) Oklo Inc. (OKLO) Robinhood Markets, Inc. (HOOD) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Metadium (META) Nebius Group N.V. Class A Ordinary Shares (NBIS) Taiwan Semiconductor (TSM) Iris Energy Limited (IREN) Microsoft Corp. (MSFT) Ondas Holdings Inc. Common Stock (ONDS) Eos Energy Enterprises, Inc. (EOSE) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) Hims & Hers Health, Inc. (HIMS) Cipher Mining Inc. Common Stock (CIFR) Now Coin (NOW) Snowflake Inc. (SNOW) BITMINE IMMERSION TECH (BMNR) Cameco Corporation (CCJ) Astera Labs, Inc. (ALAB) Planet Labs PBC (PL) RAI Finance (SOFI) Apple, Inc. (AAPL) Cloudflare, Inc. (NET) Constellation Energy Corp (CEG) Oscar Health, Inc. (OSCR) Arm Holdings plc (ARM) MongoDB, Inc. (MDB) Centrus Energy Corp. (LEU) IonQ, Inc. (IONQ) Energy Fuels Inc. (UUUU) Crowdstrike Holdings Inc (CRWD) Rubrik, Inc. (RBRK) monday.com Ltd. (MNDY) Intel Corporation (INTC) AppLovin Corporation (APP) Vistra, Corp. (VST) Adobe, Inc. (ADBE) Bitcoin (BTC) CoreWeave, Inc (CRWV) Atlassian Corporation PLC (TEAM) Salesforce Inc (CRM) Vertiv Holdings Co (VRT) NuScale Power Corporation (SMR) AeroVironment, Inc. (AVAV) Marvell Technology Inc (MRVL) Sandisk Corporation (SNDK) Critical Metals Corp. Ordinary Shares (CRML) DigitalOcean Holdings, Inc. (DOCN) NANO Nuclear Energy Inc. (NNE) Credo Technology Group Holding Ltd (CRDO) Tempus AI, Inc. (TEM) ZetaChain (ZETA) Redwire Corporation (RDW) Applied Materials, Inc. (AMAT) Kratos Defense & Security Solutions, Inc. (KTOS)

Top Social Posts

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

"$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer"
X Link 2026-02-10T14:44Z 348.5K followers, 76.6K engagements

"Elon Musk just told $GOOGL CEO it looks like quantum computing is becoming relevant 👀"
X Link 2025-10-22T17:13Z 348.4K followers, 232.5K engagements

"CYBERSECURITY VALUE CHAIN $ZS zero-trust access $CRWD endpoint protection $FTNT network firewalls at scale $RBRK data resilience & recovery $NET network security at the edge $OKTA identity & access management $PANW unified network cloud & SecOps security $MSFT Azure-integrated security across identity endpoint & cloud https://twitter.com/i/web/status/1994049625289056422 https://twitter.com/i/web/status/1994049625289056422"
X Link 2025-11-27T14:24Z 348.4K followers, 128.4K engagements

"$CRDO updated its Q3 FY26 revenue outlook to $406M which is well above the prior $340M guidance. Q4 sequential growth is expected to be in the mid-single digits (estimates were +4.9% sequential growth) keeping the company on pace for 200%+ YoY revenue growth this fiscal year. AI CHIP ECOSYSTEM Upstream EDA IP & Design Tools $ARM $CDNS $SNPS Semiconductor Equipment $ASML $AMAT $LRCX $KLAC $TER Midstream Foundry & Advanced Packaging $TSM $INTC $GFS $AMKR Compute $NVDA $AMD $AVGO $MRVL Interconnect $CRDO $ALAB https://t.co/wBCc6JFW4W AI CHIP ECOSYSTEM Upstream EDA IP & Design Tools $ARM $CDNS"
X Link 2026-02-09T21:41Z 348.5K followers, 54.8K engagements

"JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears"
X Link 2026-02-11T13:36Z 348.5K followers, 107.2K engagements

"$APP is getting hit because the market is still debating what the business actually is. If its just a gaming ad network then margins compress over time but if MAX is discovery infra sitting between users & outcomes then this becomes a platform story"
X Link 2026-02-12T17:49Z 348.4K followers, 51.5K engagements

"Less than [--] years ago Anthropic raised $124M in its Series A at a $500M valuation. Today its raising $30B at a $380B valuation with $14B in ARR. Absolutely nuts"
X Link 2026-02-12T19:52Z 348.4K followers, 39.9K engagements

"$ONDS secured a new multi-million-dollar European order for its Iron Drone Raider system following successful deployment at major NATO-country airport. This reflects repeat purchasing after real-world use & rising EU & NATO demand for always-on autonomous counter-drone defense"
X Link 2026-02-13T13:57Z 348.4K followers, 67K engagements

"Stargate UAE is shaping up to be the fastest AI data center buildout in the world with 5GW of total planned capacity"
X Link 2026-02-13T19:59Z 348.4K followers, 198.5K engagements

"HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31%"
X Link 2026-02-14T15:36Z 348.4K followers, 86.2K engagements

"$NVDA ANNOUNCES $MU AS THE MEMORY PROVIDER FOR THE NEW GPUS THE STOCK IS UP 7% IN OVERNIGHT TRADING 👀"
X Link 2025-01-07T03:25Z 348.4K followers, 368K engagements

"HOLY MOLY $TSLA TO SHOWCASE OPTIMUS HUMANOID ROBOT ON CAPITOL HILL THIS WEEK 🤯"
X Link 2025-03-25T17:14Z 348.4K followers, 282.1K engagements

"$GOOGL IS NOW THE MOST PROFITABLE COMPANY IN THE WORLD WITH $111B IN ANNUAL NET INCOME"
X Link 2025-06-21T11:15Z 348.4K followers, 494.7K engagements

"$TSLA just confirmed theyre now building advanced AI chips in the U.S. with Samsung and expanded their in-house training stack to 81K H100 equivalents. Thats Tesla quietly turning into one of the largest AI compute owners on the planet"
X Link 2025-10-22T20:09Z 348.4K followers, 163.9K engagements

"President Xi just said China & the U.S. have reached a basis for consensus. He called disagreements normal & thanked Trump for his role in the Gaza ceasefire. Xi added that hes ready to keep working with Trump to build a stronger foundation for U.S.China relations"
X Link 2025-10-30T02:41Z 348.4K followers, 381.3K engagements

"$GOOGL equity stake in SpaceX now worth $50B"
X Link 2025-12-05T20:38Z 348.4K followers, 439.4K engagements

"THE NEXT CHAPTER As many of you know Daniel and I have been running the Futurum Equities podcast for six months now covering the 4th Industrial Revolution across names like: AI Security $CRWD $ZS $PANW $RBRK Grid & Power $CEG $NEE $VST $EOSE $NNE AI Data Platforms $PLTR $SNOW $MDB $NOW Nuclear $OKLO $SMR $LEU $GEV $CCJ $BWXT AI Cloud $MSFT $AMZN $GOOGL $DOCN $ORCL AI Utility $CRWV $NBIS $IREN $CIFR $WULF $APLD AI Networking $AVGO $ALAB $MRVL $CRDO $NET $ANET AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM The momentum has been incredible to see now that our X livestreams is"
X Link 2025-12-13T17:56Z 348.4K followers, 638.2K engagements

"10 WAYS TO PLAY AMERICAN DRONE DOMINANCE ENTERING [----] [--]. $ONDS builds the secure communication networks drones rely on to transmit video data & commands without being jammed or hacked. [--]. $AVAV is the dominant U.S. military drone prime with large long-endurance platforms used for surveillance & strike missions backed by deep Pentagon relationships. [--]. $KTOS builds unmanned military systems including attritable drones designed for high-risk combat environments that's focused on scaling low-cost deployments. [--]. $DPRO provides drone operations training & services rather than manufacturing. This"
X Link 2025-12-20T14:16Z 348.4K followers, 414.3K engagements

"$GOOGL STOCK PORTFOLIO REVEALED [--]. $ASTS 18% [--]. $PL 17% [--]. $ARM 12% [--]. $MTSR 8% [--]. $RVMD 8% [--]. $FRSH 8% [--]. $TEM 5% [--]. $GTLB 5% [--]. $PATH 4% [--]. $PRME 4%"
X Link 2025-12-25T12:51Z 348.4K followers, 599.9K engagements

"CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke points: Rare Earth Elements $MP controls the only scaled rare earth mining & processing asset in the U.S. $USAR building a domestic rare earth magnet supply chain to reduce reliance on China $IDR focuses on U.S.-based rare earth & strategic mineral development tied to national security needs Copper $FCX largest publicly traded copper supplier to global infrastructure $IE targets high-grade"
X Link 2026-01-13T16:08Z 348.4K followers, 574.5K engagements

"SpaceX is reportedly in merger talks with xAI ahead of a potential IPO this year"
X Link 2026-01-29T18:41Z 348.4K followers, 172.1K engagements

"$GOOGL Genie [--] points toward a world where AI systems run continuously in real time. AI demand about to shift from bursty queries to always-on workloads which raises the baseline for $NVDA + $AMD compute plus $MU + $SNDK memory. $META is also likely to follow as interactive worlds become another surface"
X Link 2026-01-30T14:12Z 348.4K followers, 110.4K engagements

"If youre wondering why asset prices are getting hit like gold down over 10% and silver down more than 30% in a day then listen to this Kevin Warsh clip. Hes openly critical of QE and favors a tighter Fed balance sheet which means less liquidity across markets"
X Link 2026-02-01T11:48Z 348.4K followers, 545.7K engagements

"SpaceX just filed with the FCC to launch up to 1M satellites designed to function as solar-powered orbital data centers creating massive AI compute capacity in space. Elon wants to use Starships low launch costs and laser-linked satellites to scale AI compute without stressing Earths power grid. https://twitter.com/i/web/status/2017952081014075459 https://twitter.com/i/web/status/2017952081014075459"
X Link 2026-02-01T13:24Z 348.4K followers, 813.4K engagements

"$SOFI JUST BROKE BELOW $20"
X Link 2026-02-05T14:40Z 348.4K followers, 60.6K engagements

"$AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of [----]. Power is clearly the gating resource in the largest industrial buildout of modern history"
X Link 2026-02-05T23:19Z 348.4K followers, 131.3K engagements

"Heres the updated software comp sheet after the SaaSpocalypse 2026: Rule of [--] scores Unicorn (60%+) $PLTR Elite (50-59%) $NOW $CRWD $PANW $ADBE $SNOW $ZS Great (40-49%) $TEAM $DDOG $MNDY $CRM $SHOP $NET $GTLB Good (30-39%) $RBRK $FIG $HUBS $MDB $IOT $PATH https://twitter.com/i/web/status/2020137465626128553 https://twitter.com/i/web/status/2020137465626128553"
X Link 2026-02-07T14:07Z 348.4K followers, 179.5K engagements

"$GOOGL is issuing about $15B of debt with maturities stretching all the way to [----]. They are funding the AI buildout with cheap capital at a time when AI infrastructure spend is ramping"
X Link 2026-02-09T14:05Z 348.4K followers, 205.7K engagements

"$HOOD Q4 EARNINGS Revenue $1.28B vs Est. $1.35B EPS $0.66 vs Est. $0.64 EBITDA $776M vs Est. $792M ARPU: $191 vs Est. $201 Total Platform Assets: $324B (+68% YoY) Gold Subscribers: 4.2M (+58% YoY) https://twitter.com/i/web/status/2021330465597292643 https://twitter.com/i/web/status/2021330465597292643"
X Link 2026-02-10T21:08Z 348.4K followers, 278.3K engagements

"$HOOD just reported its first sequential AUC decline in over two years. That's the first QoQ dip since Sep '23 when AUC slipped from $89B to $87B during peak rates and the "higher for longer" narrative. $HOOD Q4 EARNINGS Revenue $1.28B vs Est. $1.35B EPS $0.66 vs Est. $0.64 EBITDA $776M vs Est. $792M ARPU: $191 vs Est. $201 Total Platform Assets: $324B (+68% YoY) Gold Subscribers: 4.2M (+58% YoY) https://t.co/MJJVxLwEG0 $HOOD Q4 EARNINGS Revenue $1.28B vs Est. $1.35B EPS $0.66 vs Est. $0.64 EBITDA $776M vs Est. $792M ARPU: $191 vs Est. $201 Total Platform Assets: $324B (+68% YoY) Gold"
X Link 2026-02-10T21:31Z 348.4K followers, 178.8K engagements

"$NET just reported its largest RPO growth (+48% YoY) in over three years. This is a software platform proving it can win in the AI economy by monetizing the control layer that agents must pass through to access data APIs & users in real time. $NET CRUSHED THEIR EARNINGS Revenue $615M vs Est. $591M EPS $0.28 vs Est. $0.27 Non-GAAP Op Income $90M vs Est. $84M RPO up +48% FY26 Guidance Revenue $2.80 vs Est. $2.74B EPS $1.12 vs Est. $1.18 https://t.co/dEqVjtddMX $NET CRUSHED THEIR EARNINGS Revenue $615M vs Est. $591M EPS $0.28 vs Est. $0.27 Non-GAAP Op Income $90M vs Est. $84M RPO up +48% FY26"
X Link 2026-02-10T21:46Z 348.4K followers, 205.9K engagements

"Polymarket is now pricing in a 63% chance of a Fed rate cut in June JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears. https://t.co/B4CLPIA1HM JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears. https://t.co/B4CLPIA1HM"
X Link 2026-02-11T14:01Z 348.4K followers, 40.4K engagements

"$MSTR holds 60% of all corporate Bitcoin $BTC holdings With 712.6k BTC $MSTR now holds 1.5x more than all other public treasuries combined (460.5k). https://t.co/lZ5pfN8cYp With 712.6k BTC $MSTR now holds 1.5x more than all other public treasuries combined (460.5k). https://t.co/lZ5pfN8cYp"
X Link 2026-02-11T21:33Z 348.5K followers, 40.6K engagements

"Cathie Wood bought $34M of $HOOD today"
X Link 2026-02-12T01:13Z 348.4K followers, 241.7K engagements

"I honestly hope Michael Burry keep writing $PLTR pieces like this. One of the best opportunities for growth investors is when a company gets hit with noise that has nothing to do with how it can win in the AI economy and everything to do with short-term narratives that dont reflect the actual business. Burry's recent article spends a lot of time rehashing Palantir's pre-IPO losses and messy early history but that has very little to do with what the company has become today. You dont have to love the valuation but dismissing Palantir by anchoring to its past ignores how AIP will become the"
X Link 2026-02-12T14:14Z 348.4K followers, 184.2K engagements

"$NBIS is becoming the platform for teams building AI products agents or services and the growth curve is getting absurd. Dec 23: $7M Dec 24: $35M (5x YoY) Dec 25: $228M (6.5x YoY) Dec 26E: $1.4B (6x YoY) I added some shares today. $NBIS guided to [----] ARR of $8B revenue of $3.2B and 40% EBITDA margins with $18B of CapEx planned. Management said 60% of the capital needed for that buildout is already secured. https://t.co/o6gfMj0njh $NBIS guided to [----] ARR of $8B revenue of $3.2B and 40% EBITDA margins with $18B of CapEx planned. Management said 60% of the capital needed for that buildout is"
X Link 2026-02-12T15:15Z 348.4K followers, 59.1K engagements

"This is what getting labeled a legacy layer in the AI stack looks like in the market. Drawdown from highs: $MNDY 84% $TEAM 82% $FIG 82% $HUBS 75% $ESTC 68% $ADBE 63% $GTLB 62% $U 61% $ZETA 60% $WDAY 53% $CRM 51% https://twitter.com/i/web/status/2022031298462949669 https://twitter.com/i/web/status/2022031298462949669"
X Link 2026-02-12T19:33Z 348.4K followers, 218.3K engagements

"Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: Earnings reactions: $HOOD $NET $APP $NBIS $ALAB $AMAT $ANET $OSCR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL $AMZN $AAPL $META $MSFT $NVDA $TSLA Is $HIMS shaping up as a buy-the-fear setup Well also leave the last [---] minutes for live Q&A so bring your questions https://twitter.com/i/web/status/2022306904102547890 https://twitter.com/i/web/status/2022306904102547890"
X Link 2026-02-13T13:48Z 348.4K followers, 106.6K engagements

"$NBIS flying today back above $100 $NBIS is up over 10% today as the market starts to price in how quickly Nebius is scaling its own AI compute footprint. This is still early innings of the largest industrial buildout of our time. https://t.co/FzlNBb6dhc $NBIS is up over 10% today as the market starts to price in how quickly Nebius is scaling its own AI compute footprint. This is still early innings of the largest industrial buildout of our time. https://t.co/FzlNBb6dhc"
X Link 2026-02-13T15:38Z 348.5K followers, 63.5K engagements

"SpaceX is reportedly considering a dual-class share structure for its IPO this year. The setup would give select shareholders outsized voting control over company decisions. SpaceX is reportedly considering a dual-class share structure for its IPO giving select shareholders outsized voting control. https://t.co/iYU7RwcZn4 SpaceX is reportedly considering a dual-class share structure for its IPO giving select shareholders outsized voting control. https://t.co/iYU7RwcZn4"
X Link 2026-02-13T18:38Z 348.5K followers, 50.3K engagements

"$AMZN AWS CEO says AI compute will be capacity constrained for the next couple of years. Selling out of every server implies another leg of capex expansion into 2027"
X Link 2026-02-14T12:19Z 348.4K followers, 86.8K engagements

"The U.S. used Anthropics Claude AI in an operation tied to the capture of Venezuelas former president deployed through $PLTR platforms. Another data point that Palantir is the infrastructure layer bridging frontier AI models into most sensitive national security workflows"
X Link 2026-02-14T13:18Z 348.4K followers, 83.3K engagements

"$RKLB Neutrons interstage is now on the test stand undergoing qualification at the Space Structures Complex. Engineers are applying [----] tonnes of force to qualify the structure for launch"
X Link 2026-02-14T13:39Z 348.4K followers, 39.6K engagements

"CYBERSECURITY VALUE CHAIN Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete with you or work for you." In security AI does not replace the product since it expands the threat surface and creates more demand for the product. Remember that the bad guys also have LLMs too which is why the AI security stack matters: $ZS zero-trust access $CRWD endpoint protection $FTNT network firewalls at scale $RBRK data resilience & recovery $NET network security at the edge $OKTA identity & access management"
X Link 2026-02-14T14:54Z 348.4K followers, 86.3K engagements

"@JRupena Can't forget $MSFT (enterprise productivity) & $GOOGL (default distribution + data moat)"
X Link 2026-02-14T15:33Z 348.5K followers, [----] engagements

"$TSM has a monopoly on making the most advanced AI chips by controlling over 90% of production at 3nm 5nm & 7nm. That demand shows up in its HPC segment across: AI accelerators like $NVDA Blackwell & $GOOGL TPUs Data center CPUs like $AMD EPYC & $AMZN AWS Graviton Networking silicon like $AVGO & $MRVL TSMC is truly the AI factory for the new digital economy. https://twitter.com/i/web/status/2022704694737703327 https://twitter.com/i/web/status/2022704694737703327"
X Link 2026-02-14T16:09Z 348.4K followers, 42.3K engagements

"FUTURUM EQUITIES PODCAST EPISODE #30 Daniel & I dove into four big themes: Our take on Michael Burrys short on $PLTR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL $AMZN $AAPL $META $MSFT $NVDA $TSLA Is $HIMS shaping up as a buy-the-fear setup Our three favorite SaaS names Plus a 10-minute live Q&A at the end. Watch the full episode at the link below https://twitter.com/i/web/status/2022709292957339774 https://twitter.com/i/web/status/2022709292957339774"
X Link 2026-02-14T16:27Z 348.4K followers, 73.6K engagements

"HOLY MOLY $PLTR JUST SECURED A [--] YEAR 920M WITH THE NAVY 🤩"
X Link 2024-11-07T14:30Z 348.4K followers, 198.3K engagements

"Here are the Fibonacci levels to watch for popular growth tech stocks 🧐 [--]. $NVDA -- $99 [--]. $TSLA -- $272 [--]. $PLTR -- $80 [--]. $TSM -- $162 [--]. $SNOW -- $157 [--]. $AMZN -- $186 [--]. $CRWD -- $344 [--]. $RKLB -- $22 [--]. $GOOGL -- $160 [--]. $SOFI -- $11 [--]. $COIN -- $211 [--]. $HOOD -- $39 [--]. $OKLO -- $26 [--]. $TEM -- $45 [--]. $IONQ -- $25"
X Link 2025-02-08T13:40Z 348.4K followers, 575K engagements

"TOM LEE JUST SAID YESTERDAYS SELL OFF WAS AN OVERREACTION 👀"
X Link 2025-03-11T16:50Z 348.4K followers, 284.4K engagements

"HOLY MOLY THE FED IS HOLDING A CLOSED BOARD MEETING TODAY AT 11:30 AM EST 😳"
X Link 2025-04-07T11:54Z 348.4K followers, 664.9K engagements

"MUSK JUST SAID HES CONFIDENT $TSLA CAN SHIP 1M OPTIMUS UNITS BY [----] -- MAYBE EVEN [----] 😳"
X Link 2025-04-22T21:57Z 348.4K followers, 355.4K engagements

"$AMZN JUST DEPLOYED ITS ONE MILLIONTH ROBOT ACROSS OPERATIONS"
X Link 2025-07-01T02:19Z 348.4K followers, 366K engagements

"PRESIDENT TRUMP SAYS $AAPL & $NVDA WILL DODGE TARIFFS DUE TO U.S. INVESTMENTS"
X Link 2025-08-06T21:32Z 348.4K followers, 305.4K engagements

"10 COMPANIES WITH THE STRONGEST Q2 EARNINGS SO FAR $PLTR Palantir $MSFT Microsoft $ALAB Astera Labs $META Meta $NBIS Nebius $HOOD Robinhood $DUOL Duolingo $SOFI SoFi $AXON Axon $TMDX TransMedics https://twitter.com/i/web/status/1953799847997583546 https://twitter.com/i/web/status/1953799847997583546"
X Link 2025-08-08T12:45Z 348.4K followers, 528.4K engagements

"Stocks almost always retest the 200-day MA. After big runs in $HOOD $PLTR $OKLO $ASTS $RKLB $IONQ $IREN & $NBIS pullbacks to support are natural. FOMO tempts you to chase but markets come back. Patience is what Buffett built his career on"
X Link 2025-09-28T13:17Z 348.4K followers, 469.6K engagements

"$NVDA to invest up to $2B equity in Elon Musks xAI"
X Link 2025-10-07T23:41Z 348.4K followers, 431.9K engagements

"DATA CENTERS WILL EAT 12% OF U.S. POWER BY [----] [--] names to watch: $NEE grid buildout $CCJ uranium supply $VST grid generation $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"
X Link 2025-10-11T11:36Z 348.4K followers, 369K engagements

"WATCH THESE KEY FIB LEVELS ON THIS PULLBACK AI Utility $IREN -- $42 $CIFR -- $12 $GLXY -- $33 $WULF -- $9 $CRWV -- $128 AI Hardware $NVDA -- $154 $TSM -- $241 $ASML -- $875 $ARM -- $144 $AMD -- $178 AI Connectivity $AVGO -- $284 $ALAB -- $180 $CRDO -- $120 $MRVL -- $78 $ANET -- $122 Space Economy $RKLB -- $46 $ASTS -- $63 $RDW -- $7 $LUNR -- $10 $PL -- $11 Nuclear Energy $OKLO -- $94 $CCJ -- $69 $BWXT -- $156 $CEG -- $301 $VRT -- $126 AI Infrastructure $MSFT -- $475 $AMZN -- $211 $GOOGL -- $212 $DOCN -- $34 $NBIS -- $89 Cybersecurity $CRWD -- $433 $PANW -- $190 $ZS -- $260 $NET -- $175 $RBRK"
X Link 2025-10-11T12:36Z 348.4K followers, 608.7K engagements

"The next round of names rumored to get equity stakes or direct funding from the Trump administration. Current exposure sits in $INTC for chip manufacturing $MP for rare earth refining $LAC for lithium mining & $TMQ for mineral exploration. Next wave lining up: Battery metals $NMG $NVX $MTRN $ELBM Copper $SCCO $HBM $FCX $IE $ERO $TGB Lithium $ALB $SQM $SGML $RIO $IONR $ATLX Rare earths $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX Uranium $CCJ $LEU $UUUU $UEC $AEC $UROY $URG $DNN $ISOU $NXE $EU This is the playbook for Americas resource rebuild"
X Link 2025-10-12T11:57Z 348.4K followers, 732.3K engagements

"$TSM dropped a video from its Arizona fab showing $ASML EUV machines printing next-gen chips. Every wafer that leaves that line runs through ASML proving the U.S. chip buildout still revolves around the same gatekeeper. ASML is still the AI kingmaker"
X Link 2025-10-18T10:53Z 348.4K followers, 375.9K engagements

"$GOOGL is the most profitable company on the planet with $116B in net income. Theyre turning that cash into the largest TPU footprint ever while others burn money to chase AI. Theyre playing a game others do not have the luxury to play"
X Link 2025-10-25T11:07Z 348.4K followers, 257.7K engagements

"$NVDA SAYS HUMANOID ROBOTS WILL BECOME THE LARGEST ELECTRONICS MARKET"
X Link 2025-10-28T17:50Z 348.4K followers, 1.1M engagements

"Elon Musk says $TSLA will build a 1M-unit Optimus line in Fremont and a 10M-unit line at Giga Texas. If that capacity materializes then it would mark the first time in history a company has industrialized humanoid robotics at automotive scale"
X Link 2025-11-06T22:06Z 348.4K followers, 896.5K engagements

"Elon Musk said hed like to thank $GOOGL Waymo for paving the regulatory path. He also added that $TSLA should be able to deploy every Cybercab it produces noting it will be difficult for regulators to object once Tesla logs billions of safe autonomous miles"
X Link 2025-11-06T23:03Z 348.4K followers, 418.9K engagements

"Brutal reset for growth over past month: $RGTI -53% $RR -50% $SMR -49% $IONQ -47% $DUOL -44% $CRWV -44% $QBTS -43% $OKLO -41% $ONDS -41% $UUUU -36% $BMNR -35% $HIMS -34% $ASTS -34% $RKLB -33% $GLXY -32% $OSCR -30% $ORCL -30%"
X Link 2025-11-13T18:43Z 348.4K followers, 612.5K engagements

"Jensen Huang says self-driving will be the first multi-trillion-dollar robotics market. The companies best positioned: $NVDA fueling robotic intelligence $AMZN automating logistics at scale $ISRG transforming surgery with robotics $TSLA leading with real-world humanoid AI $PLTR orchestrating real-time intelligence for autonomous systems https://twitter.com/i/web/status/1999849155192381828 https://twitter.com/i/web/status/1999849155192381828"
X Link 2025-12-13T14:29Z 348.4K followers, 286.1K engagements

"Which stock made you the most money in [----] For me it was $RKLB"
X Link 2025-12-27T18:29Z 348.4K followers, 130K engagements

"TOP GROWTH THEMES TO WATCH IN [----] Crypto $HOOD $COIN $BMNR Quantum $IONQ $RGTI $QBTS Robotics $TSLA $SYM $ISRG $RR Nuclear $OKLO $LEU $GEV $UUUU AI Utility $CRWV $NBIS $IREN $CIFR AI Chips $NVDA $TSM $ASML $AMD Grid & Power $CEG $NEE $VST $EOSE Drones $ONDS $UMAC $DPRO $AVAV AI Data Platforms $PLTR $SNOW $MDB AI Security $CRWD $ZS $PANW $RBRK Space Economy $RKLB $ASTS $PL $RDW AI Networking $AVGO $ALAB $MRVL $CRDO AI Cloud $MSFT $AMZN $GOOGL $DOCN $ORCL https://twitter.com/i/web/status/2006362544290893969 https://twitter.com/i/web/status/2006362544290893969"
X Link 2025-12-31T13:51Z 348.4K followers, 380.3K engagements

"THE [--] LAYERS OF THE REAL-WORLD AI BOOM [--]. $NVDA $AMD $ASML $ARM & $AVGO design & manufacture the processors that AI models run on. [--]. Those chips only work at scale because of networking & optics where $ANET $CRDO $CIEN $LITE & $AAOI move massive amounts of data between servers racks & entire data centers so AI systems can operate as one. [--]. $VRT & $DELL then provide the physical systems like the servers cooling & power management that keep AI systems running nonstop under extreme loads. [--]. Memory & storage make AI intelligence usable where $MU $SNDK $WDC $STX & $PSTG store the data that"
X Link 2026-01-04T13:33Z 348.4K followers, 346K engagements

"JANUARY LEADERSHIP IS ALREADY HINTING AT THE [----] THEMES Grid & Power $EOSE $BE $NVTS AI Utility $IREN $CIFR $NBIS $APLD $CRWV Space Economy $ASTS $RKLB $PL $RDW $FLY Nuclear $OKLO $SMR $NNE $CCJ $BWXT $LEU Drones $KTOS $ONDS $AVAV $DPRO $PDYN $RCAT Critical Materials $CRML $UUUU $UAMY $ASPI $USAR Chip Manufacturing & Memory $INTC $MU $AMKR $SNDK $LRCX $SKYT https://twitter.com/i/web/status/2011059355756741103 https://twitter.com/i/web/status/2011059355756741103"
X Link 2026-01-13T12:54Z 348.4K followers, 150.7K engagements

"$LMND announced a 50% insurance rate cut for $TSLA drivers when FSD is active citing data that shows materially fewer accidents. Thats one of the clearest third-party validations of FSD risk reduction so far"
X Link 2026-01-21T21:13Z 348.4K followers, 413.3K engagements

"$NVDA just shared a video showing how physical AI comes to the real world this year by reshaping manufacturing with digital twins and real-time simulation"
X Link 2026-01-27T12:05Z 348.4K followers, 170.5K engagements

"$U is down over 22% as $GOOGL Project Genie demos spark a new concern around game engines. If AI world models can generate interactive worlds end-to-end then what role does a traditional game engine play $GOOGL Genie [--] points toward a world where AI systems run continuously in real time. AI demand about to shift from bursty queries to always-on workloads which raises the baseline for $NVDA + $AMD compute plus $MU + $SNDK memory. $META is also likely to follow as interactive https://t.co/ukSjXcygKy $GOOGL Genie [--] points toward a world where AI systems run continuously in real time. AI demand"
X Link 2026-01-30T15:32Z 348.4K followers, 62.1K engagements

"$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://twitter.com/i/web/status/2018431195814789599 https://twitter.com/i/web/status/2018431195814789599"
X Link 2026-02-02T21:07Z 348.4K followers, 948.5K engagements

"$AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://twitter.com/i/web/status/2018796442148847902 https://twitter.com/i/web/status/2018796442148847902"
X Link 2026-02-03T21:19Z 348.4K followers, 360.8K engagements

"$NVDA CEO Jensen Huang said the market is wrong to think AI will replace software companies. He called the markets fear of software displacement illogical and said time will prove the thesis wrong"
X Link 2026-02-04T12:31Z 348.4K followers, 218.3K engagements

"$AMZN AWS CEO Matt Garman said demand is so strong that AWS has never retired an $NVDA A100 GPU despite the chip being [--] years old. Instead of each generation replacing the last every new GPU generation stacks on top because demand exceeds total supply across all generations"
X Link 2026-02-04T13:33Z 348.4K followers, 225K engagements

"THE [----] BIG TECH CAPEX ARMS RACE $GOOGL: $180B (+98% YoY) $AMZN: Est. $147B (+16% YoY) $META: $125B (+74% YoY) $MSFT: $105B (+31% YoY) https://twitter.com/i/web/status/2019194722179510702 https://twitter.com/i/web/status/2019194722179510702"
X Link 2026-02-04T23:41Z 348.4K followers, 135.2K engagements

"THE [----] BIG TECH CAPEX ARMS RACE $AMZN: $200B (+52% YoY) $GOOGL: $180B (+98% YoY) $META: $125B (+74% YoY) $MSFT: $105B (+31% YoY) https://twitter.com/i/web/status/2019526777660665905 https://twitter.com/i/web/status/2019526777660665905"
X Link 2026-02-05T21:41Z 348.4K followers, 95.1K engagements

"I think we can all agree we do not want markets open 24/7. Price action today (including AH): $IREN -26% $ONDS -20% $CIFR -18% $BMNR -17% $EOSE -17% $NBIS -16% $ASTS -15% $AMZN -14% $RKLB -13% $OKLO -13% $HOOD -13% $OSCR -11% $PLTR -10% https://twitter.com/i/web/status/2019535100791406815 https://twitter.com/i/web/status/2019535100791406815"
X Link 2026-02-05T22:14Z 348.4K followers, 118.9K engagements

"Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering: Earnings reactions: $GOOGL $AMZN $IREN $AMD $PLTR Latest thoughts on software: $NOW $MDB $SNOW $ADBE $MNDY $CRWD $RBRK $TEAM $ZETA Biggest winners from the CapEx buying spree: $ASML $CRDO $ALAB $AMAT $ANET $LRCX $KLAC $MU Crypto market bloodbath: $HOOD $SOFI $COIN $BMNR $MSTR $BTC $ETH $SOL Well also leave the last [---] minutes for live Q&A so bring your questions https://twitter.com/i/web/status/2019782074073588095 https://twitter.com/i/web/status/2019782074073588095"
X Link 2026-02-06T14:35Z 348.4K followers, 90.7K engagements

"$GOOGL Waymo just unveiled its Waymo World Model which is a large-scale hyper-realistic simulator for autonomous driving. Its built on DeepMinds Genie [--] and becomes another structural advantage inside their autonomy stack"
X Link 2026-02-06T16:44Z 348.4K followers, 33.5K engagements

"Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time"
X Link 2026-02-06T20:12Z 348.4K followers, 293.7K engagements

"HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32%"
X Link 2026-02-07T15:39Z 348.4K followers, 140.3K engagements

"$GOOGL is the most profitable company on the planet with $132B in net income. Theyre turning that cash into the largest TPU footprint ever while others burn money to chase AI. Theyre playing a game others do not have the luxury to play"
X Link 2026-02-07T16:14Z 348.4K followers, 203K engagements

"The U.S. Secretary of Energy explains why electricity gets cheaper when more power is built which is why fast-growing data center states often have cheaper power than NY CA & MA. Big data centers create the demand that makes new power projects worth building"
X Link 2026-02-08T14:04Z 348.4K followers, 88.5K engagements

"$GOOGL $MSFT $META & $AMZN just confirmed $600B+ in [----] CapEx. Heres how that money flows through the AI stack: GPUs Accelerators $AMD provides second source AI GPUs with MI300 & MI400 series $NVDA powers the AI accelerator layer with Blackwell shipping & Rubin in production ASICs TPUs Design Services $MRVL provides interconnect & custom silicon for AI racks $ARM supplies CPU architecture across hyperscaler server fleets $CDNS enables hyperscaler AI chip development through EDA tools $AVGO builds custom AI silicon & networking ASICs for hyperscalers $SNPS powers hyperscaler silicon roadmaps"
X Link 2026-02-08T15:28Z 348.4K followers, 356.2K engagements

"$TSLA drivers in Oregon can now get up to a 50% insurance discount when using FSD (Supervised) through $LMND new autonomous insurance program. The more miles driven on FSD the lower the premium with broader state expansion planned"
X Link 2026-02-10T15:42Z 348.4K followers, 28.8K engagements

"Make this make sense to me: $AMZN growing revenue 14% with 10% margins trading at 27x earnings $COST growing revenue 8% with 3% margins trading at 47x earnings $WMT growing revenue 6% with 3% margins trading at 44x earnings Buying $AMZN at $208 ($2.2T market cap) implies youre getting: $269B e-commerce growing 10% (arguably worth $300B) $129B AWS growing 24% (easily a $1.8T business) $69B ads growing 23% (a $500B business)) On a sum-of-the-parts basis that points to Amazon being https://t.co/SjH71ZHIIF Buying $AMZN at $208 ($2.2T market cap) implies youre getting: $269B e-commerce growing 10%"
X Link 2026-02-10T17:44Z 348.5K followers, 179.1K engagements

"The AI Tsunami is flattening all software into one bucket but a handful of AI application winners will emerge from this cycle as true platform-scale businesses. $PLTR has already cemented itself as one of those winners and with three straight quarters of accelerating RPO at 39% 43% and now 48% $NET is starting to look like another one. $NET just reported its largest RPO growth (+48% YoY) in over three years. This is a software platform proving it can win in the AI economy by monetizing the control layer that agents must pass through to access data APIs & users in real time."
X Link 2026-02-10T22:05Z 348.4K followers, 186.6K engagements

"$AMZN just got FCC approval to launch up to [----] low-Earth orbit internet satellites. This clears the regulatory path for Amazon to scale Kuiper into a real broadband competitor in space"
X Link 2026-02-11T00:16Z 348.5K followers, 197.2K engagements

"$VRT Q4 EARNINGS Revenue $2.88B vs Est. $2.89B EPS $1.14 vs Est. $1.30 Backlog $15B (+109% YoY) FY26 Guidance Revenue $13.5B vs Est. $12.4B EPS $6.02 vs Est. $5.33"
X Link 2026-02-11T11:17Z 348.5K followers, 78.7K engagements

"$U Q4 EARNINGS Revenue $503M vs Est. $489M EPS $0.24 vs Est. $0.21 EBITDA: 25% margin Q1 Guidance Revenue $485M vs Est. $492M EBITDA $108M vs Est. $112M"
X Link 2026-02-11T12:15Z 348.5K followers, 100K engagements

"$SHOP Q4 EARNINGS Revenue $3.67B vs Est. $3.59B EPS $0.57 vs. Est. $0.51 FCF $715M vs. Est. $685M GMV $123.8B (+31% YoY) Q1 Guidance Revenue +30-33% vs Est. +25%"
X Link 2026-02-11T12:22Z 348.4K followers, 33.7K engagements

"$AEHR landed an initial Sonoma system order from a hyperscaler with shipments starting this summer for AI package burn-in. Management says this customer is forecasting a much larger Sonoma ramp in 2H [----] and into [----] alongside next-gen AI processors"
X Link 2026-02-11T13:30Z 348.4K followers, 22.6K engagements

"$MSFT is trading at a 7-year valuation low despite being one of the most important AI platform companies in the world. Either market is correctly pricing in real structural issues or youre getting a future AI platform winner at valuation usually reserved for show me stories. AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution. https://t.co/XDW7Oydnti AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution. https://t.co/XDW7Oydnti"
X Link 2026-02-11T17:47Z 348.5K followers, 84.6K engagements

"$ASML EUV tools print features as small as 13nm making them essential for manufacturing AI chips. Every chip like $NVDA Blackwell $AMD MI300 $AAPL M4 $GOOGL TPU & $AMZN Trainium requires EUV lithography. You either use ASMLs machines or you dont make advanced chips"
X Link 2026-02-11T19:42Z 348.4K followers, 56.6K engagements

"$NBIS Q4 EARNINGS Sales $228M vs. Est. $243M EBITDA $15M vs. Est. $40M ARR $1.3B vs. Est. $1.0B Active power 170MW vs. Est. 100MW [----] Guidance ARR: $8B Contracted Capacity: 3GW"
X Link 2026-02-12T12:18Z 348.5K followers, 232.3K engagements

"$MSFT AI CEO Mustafa Suleyman says most routine work done by accountants lawyers and other professionals will be automated by AI within the next [--] to [--] months"
X Link 2026-02-12T13:14Z 348.4K followers, 114.8K engagements

"3 REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential growth into a seasonally weaker quarter. The stock is clearly disconnected from the underlying business performance. [--]. The business is evolving from a gaming monetization engine into discovery infrastructure for commerce and the broader web. Thats a much bigger long-term story but narrative transitions create short-term multiple air pockets in a market that hates uncertainty. Just look at how the market is treating $META"
X Link 2026-02-12T15:48Z 348.5K followers, 95.1K engagements

"$GOOGL just launched Gemini Deep Think an AI mode that helps engineers turn sketches into real 3D-printable designs. If engineers start relying on this every day Google naturally becomes part of the actual building process. $GOOGL rolls out Gemini [--] Deep Think a specialized reasoning mode built for researchers and engineers working with complex data and physical systems. It can turn sketches into 3D-printable files and is rolling out now to Google AI Ultra subscribers. https://t.co/4bu06UhbTg $GOOGL rolls out Gemini [--] Deep Think a specialized reasoning mode built for researchers and engineers"
X Link 2026-02-12T17:05Z 348.5K followers, 241K engagements

"$AAPL down over 5% today and on pace for its biggest one-day drop in [--] months"
X Link 2026-02-12T18:14Z 348.4K followers, 35.9K engagements

"$AMZN is on pace for its longest losing streak in [--] years"
X Link 2026-02-13T16:02Z 348.4K followers, 57.7K engagements

"Stanley Druckenmiller says invest first then investigate when you have high conviction in the theme. He bought $NVDA on AI conviction before knowing every detail because waiting to be perfectly informed usually means missing the big part of the move"
X Link 2026-02-14T12:38Z 348.4K followers, 125.4K engagements

"@PolymarketMoney So essentially AWS is sold out through [----] and 80% of the market hasn't shown up yet 👀"
X Link 2026-02-14T14:09Z 348.4K followers, 14.9K engagements

"Anthropics CEO says AI-driven robotics could become a multi-trillion-dollar industry as models learn to generalize in the real world. Robotics is where AI starts to touch the $50T+ physical economy across manufacturing logistics agriculture construction and healthcare"
X Link 2026-02-14T14:20Z 348.4K followers, 71.8K engagements

"I couldnt disagree more with Burry on $PLTR. Hes effectively betting against the orchestration layer because models are getting cheaper when cheaper models actually expand the need for decision layers. It's like shorting the gun manufacturer because bullets are getting cheaper. https://twitter.com/i/web/status/2022695295235088393 https://twitter.com/i/web/status/2022695295235088393"
X Link 2026-02-14T15:31Z 348.5K followers, 23.3K engagements

"@FuturumEquities @danielnewmanUV Link below to catch the full episode: https://youtu.be/-Prl54V5rCssi=Uw47xjUtT7jfE9EC https://youtu.be/-Prl54V5rCssi=Uw47xjUtT7jfE9EC"
X Link 2026-02-14T16:27Z 348.5K followers, 33.6K engagements

"This reads as $NVDA 26x forward earnings with 53% revenue growth and 56% earnings growth"
X Link 2026-02-14T16:52Z 348.4K followers, 12.9K engagements

"Fibonacci levels help you see where momentum pauses by mapping potential areas of support & resistance using ratios from the Fib sequence. I find them useful because strong trends often consolidate at these levels before continuing higher & this list reflects names consolidating between the [-----] & [-----] extension levels"
X Link 2026-02-15T15:41Z 348.4K followers, 15.8K engagements

"Where do you think SaaS investors are on this cycle right now My bet is between Anger and Depression. This is what getting labeled a legacy layer in the AI stack looks like in the market. Drawdown from highs: $MNDY 84% $TEAM 82% $FIG 82% $HUBS 75% $ESTC 68% $ADBE 63% $GTLB 62% $U 61% $ZETA 60% $WDAY 53% $CRM 51% This is what getting labeled a legacy layer in the AI stack looks like in the market. Drawdown from highs: $MNDY 84% $TEAM 82% $FIG 82% $HUBS 75% $ESTC 68% $ADBE 63% $GTLB 62% $U 61% $ZETA 60% $WDAY 53% $CRM 51%"
X Link 2026-02-12T20:27Z 348.4K followers, 81K engagements

"By [----] $NVDA could be earning over $1B in operating profit per day 🤯"
X Link 2026-02-15T16:28Z 348.4K followers, [----] engagements

"THIS IS HUGE NEWS FOR $TSLA SHAREHOLDERS THERE ARE RUMORS THAT TESLA IS LICENSING THEIR FSD TO BUICK -- IF THIS IS TRUE THIS WILL BE THE FIRST OF MANY OEMS 👀"
X Link 2024-07-08T15:05Z 348.4K followers, 965K engagements

"$PLTR & $AMZN HAVE PARTNERED TO DELIVER AI TO THE U.S. GOVERNMENT & MILITARY THROUGH AWS 🤩"
X Link 2024-11-07T12:06Z 348.4K followers, 221.7K engagements

"$NVDA CEO Jensen Huang said Humanity will generate more data in the next few years than in all of history combined. So freaking bullish for $PLTR $SNOW $NET $CRWD & $ALAB 🤩"
X Link 2025-01-07T03:11Z 348.4K followers, 391K engagements

"$JPM Jamie Dimon just called $TSLA Elon Musk the Einstein of our generation -- couldnt agree more 👀"
X Link 2025-01-22T12:24Z 348.4K followers, 304.4K engagements

"HOLY MOLY $TSLA ENERGY IS ON FIRE ENERGY STORAGE DEPLOYMENTS HIT A RECORD [--] GWH -- UP 244% YOY 🤩"
X Link 2025-01-29T21:20Z 348.4K followers, 165.1K engagements

"TOM LEE SAYS THE MARKET HAS BOTTOMED & EXPECTS A REBOUND INTO SUMMER 👀"
X Link 2025-03-01T11:27Z 348.4K followers, 492.2K engagements

"$TSLA WINS APPROVAL TO LAUNCH ROBOTAXI RIDES IN CALIFORNIA 👀"
X Link 2025-03-18T21:26Z 348.4K followers, 209.2K engagements

"CATHIE WOOD PREDICTS $TSLA WILL 10X BY THE END OF THE DECADE -- SURPASSING AN $8T VALUATION 😳"
X Link 2025-03-25T08:27Z 348.4K followers, 604.6K engagements

"THE FUTURE IS ON SALE RIGHT NOW IN OVERNIGHT TRADING $NVDA -- $85 $PLTR -- $65 $HOOD -- $29 $AVGO -- $133 $CRWD -- $297 $SNOW -- $120 $TSM -- $136 $AMD -- $77 $COIN -- $141 $GOOGL -- $138 $TSLA -- $215 $META -- $468 $ARM -- $79"
X Link 2025-04-07T00:29Z 348.4K followers, 780.1K engagements

"THIS IS HUGE NEWS US GRANTS TARIFF EXCLUSIONS FOR COMPUTERS SMARTPHONES & CHIPMAKING EQUIPMENT -- MAJOR SHIFT IN TRADE POLICY 😳"
X Link 2025-04-12T13:09Z 348.4K followers, 367.9K engagements

"$TSLA is no longer optimizing for volume ASPs delivery targets or even margin discipline. Its not playing the car game. Its positioning. Its not even a stock. Its a leveraged call option on whether Tesla becomes the operating system for real-world AI. If it works -- its a 10x"
X Link 2025-04-23T11:07Z 348.4K followers, 579.3K engagements

"$NVDA CEO SPEAKS AT WHITE HOUSE ON $500B U.S. AI INVESTMENT 👀"
X Link 2025-04-30T21:43Z 348.4K followers, 676.7K engagements

"MORE PROOF $AMZN IS QUIETLY LEADING THE LOGISTICS ROBOTICS SPACE 🤩"
X Link 2025-05-07T13:01Z 348.4K followers, 496.3K engagements

"CATHIE WOOD JUST SAID $TSLA WILL 10X TO $2600 BY [----] 😳"
X Link 2025-05-09T14:02Z 348.4K followers, 801.2K engagements

"HOLY MOLY POLYMARKET ODDS SKYROCKETED OVERNIGHT TO 52% FOR A U.S.-CHINA TRADE DEAL THIS MONTH 😳"
X Link 2025-05-10T14:04Z 348.4K followers, 359.3K engagements

"HOLY MOLY IT ACTUALLY HAPPENED CHINA CONFIRMS A DEALS BEEN REACHED WITH THE U.S. -- FUTURES ABOUT TO GAP UP 🤩"
X Link 2025-05-11T18:41Z 348.4K followers, 610.1K engagements

"$NVDA CEO JENSEN HUANG ANNOUNCES CHIP DEAL WITH SAUDI-BACKED HUMAIN TO POWER 500MW AI DATA CENTER SCALING TO 1.9GW BY [----] 👀"
X Link 2025-05-13T14:06Z 348.4K followers, 243.2K engagements

"$GOOGL JUST ANNOUNCED REAL-TIME VOICE TRANSLATION IN GOOGLE MEET 😳"
X Link 2025-05-20T17:14Z 348.4K followers, 413.1K engagements

"THERES A NEW HORSE IN THE AR RACE $GOOGL UNVEILS AURA GLASSES TO CHALLENGE $META & $AAPL -- LAUNCHING BY EARLY [----] UNDER $1000 👀"
X Link 2025-05-20T17:52Z 348.4K followers, 397.9K engagements

"THIS WOULD BE NUTS $TSLA CEO ELON MUSK SAYS HES IN TALKS WITH MAJOR AUTOMAKERS TO LICENSE FSD 😳"
X Link 2025-05-20T18:16Z 348.4K followers, 190.3K engagements

"$AMZN NOW DEPLOYS 750K+ ROBOTS ACROSS 75% OF ORDERS AI-powered fulfillment centers delivery bots & drones could push retail margins toward 11% long-term 👀"
X Link 2025-06-02T09:15Z 348.4K followers, 481.7K engagements

"ANDURIL CEO JUST SAID WE ARE DEFINITELY GOING PUBLIC Ill be ready to load up when it lists to make this a core position in my growth portfolio 🤩"
X Link 2025-06-10T22:40Z 348.4K followers, 612.5K engagements

"$TSLA ENERGY IS ON AN ABSOLUTE TEAR Its been growing at a 65% CAGR over the past decade -- quietly scaling from $181M to over $11B"
X Link 2025-06-29T15:07Z 348.4K followers, 208.3K engagements

"10 BIGGEST WINNERS FROM THE BIG BEAUTIFUL BILL ACT [--]. $NVDA NVIDIA [--]. $TSM Taiwan Semiconductor [--]. $PLTR Palantir [--]. $AVGO Broadcom [--]. $RKLB Rocket Lab [--]. $ASTS AST SpaceMobile [--]. $EOSE Eos Energy [--]. $MU Micron [--]. $VRT Vertiv [--]. $OKLO Oklo"
X Link 2025-07-05T13:32Z 348.4K followers, 487.6K engagements

"WHAT A LEGENDARY DIP APRIL TURNED OUT TO BE $HOOD + 189% $ONDS + 181% $OKLO + 174% $ENVX + 159% $COIN + 157% $RKLB + 139% $NBIS + 132% $IONQ + 122% $SOFI + 121% $ASTS + 117% $HIMS + 98% $AVGO + 88% $AMD + 84% $PLTR + 83% $NVDA +70%"
X Link 2025-07-10T22:22Z 348.4K followers, 360.5K engagements

"12 MONOPOLIES SHAPING THE FUTURE [--]. $NVDA powers AI [--]. $META rules social [--]. $GOOGL owns search [--]. $PLTR became AIs OS [--]. $NFLX defined streaming [--]. $AXON runs public safety [--]. $TSLA drives real-world AI [--]. $ASML controls chipmaking [--]. $TSM owns chip production [--]. $AMZN built global logistics [--]. $SHOP powers SMB e-comm [--]. $HOOD unlocked retail investing"
X Link 2025-07-12T12:29Z 348.4K followers, 374K engagements

"WATCH THESE KEY FIB LEVELS FOR PULLBACK ENTRIES IF YOU MISSED THE GROWTH RALLY AI Hardware $NVDA -- $120 $ARM -- $119 $TSM -- $177 $AVGO -- $190 $AMD -- $114 Space Economy $RKLB -- $35 $ASTS -- $40 $RDW -- $13 $LUNR -- $11 $PL -- $4 AI Infrastructure $MSFT -- $410 $AMZN -- $186 $GOOGL -- $166 $CRWV -- $92 $NBIS -- $30 Nuclear Energy $OKLO -- $48 $CCJ -- $52 $BWXT -- $122 $CEG -- $277 $VRT -- $93 Cybersecurity $CRWD -- $322 $PANW -- $167 $ZS -- $216 $NET -- $118 $RBRK -- $57 AI Applications $SNOW -- $152 $PLTR -- $104 $MDB -- $228 $DDOG -- $115 $NOW -- $877 Robotics $TSLA -- $299 $ISRG -- $498"
X Link 2025-07-20T11:49Z 348.4K followers, 382.2K engagements

"10 BIGGEST WINNERS FROM U.S.EU DEAL [--]. $NVDA NVIDIA [--]. $PLTR Palantir [--]. $TSLA Tesla [--]. $AVGO Broadcom [--]. $EOSE Eos Energy [--]. $AMD Advanced Micro Devices [--]. $MU Micron [--]. $OKLO Oklo [--]. $NBIS Nebius [--]. $ASML ASML https://twitter.com/i/web/status/1949531940195020822 https://twitter.com/i/web/status/1949531940195020822"
X Link 2025-07-27T18:06Z 348.4K followers, 608K engagements

"WATCH THESE KEY FIB LEVELS IF THE PULLBACK CONTINUES AI Hardware $NVDA -- $124 $ARM -- $119 $TSM -- $177 $AVGO -- $197 $AMD -- $117 Space Economy $RKLB -- $23 $ASTS -- $34 $RDW -- $13 $LUNR -- $11 $PL -- $4 AI Infrastructure $MSFT -- $425 $AMZN -- $186 $GOOGL -- $166 $CRWV -- $92 $NBIS -- $31 Nuclear Energy $OKLO -- $34 $CCJ -- $52 $BWXT -- $111 $CEG -- $232 $VRT -- $93 Cybersecurity $CRWD -- $322 $PANW -- $168 $ZS -- $217 $NET -- $124 $RBRK -- $57 AI Applications $SNOW -- $155 $PLTR -- $75 $MDB -- $228 $DDOG -- $115 $NOW -- $877 Robotics $TSLA -- $299 $ISRG -- $498 $SYM -- $31 $QCOM -- $144"
X Link 2025-08-02T13:08Z 348.4K followers, 414.5K engagements

"$GOOGL IS NOW THE MOST PROFITABLE COMPANY IN THE WORLD WITH $116B IN ANNUAL NET INCOME"
X Link 2025-08-03T12:52Z 348.4K followers, 374.5K engagements

"NAMES TO WATCH AS AI DATA CENTERS HIT AN ENERGY BOTTLENECK $TSLA -- Megapack lithium-ion batteries for utility-scale data center storage $EOSE -- Zinc-based long-duration storage for grid stability $CCJ -- Uranium supply for nuclear generation $VRT -- Power distribution thermal management & racks for hyperscale data centers $OKLO -- Microreactors providing on-site nuclear generation for data-intensive facilities $CEG -- Largest U.S. nuclear fleet delivering carbon-free baseload $NNE -- Developer of utility-scale wind & solar projects powering AI data loads $VST -- Independent power producer"
X Link 2025-08-16T13:01Z 348.4K followers, 542.5K engagements

"Citron doubles down on their $PLTR short -- saying OpenAI at $500B puts Palantir at $40 😳"
X Link 2025-08-18T13:58Z 348.4K followers, 637.9K engagements

"Im off to get married See you all next week with a ring on my finger 😏"
X Link 2025-09-04T20:47Z 348.4K followers, 322.9K engagements

"Biggest long-term position locked 👰🏼🤵🏻"
X Link 2025-09-07T21:24Z 348.4K followers, 1.6M engagements

"$HOOD IS ABOUT TO LET RETAIL SHORT STOCKS DIRECTLY 😳"
X Link 2025-09-10T01:25Z 348.4K followers, 300K engagements

"HERE ARE THE TOP [--] GROWTH PERFORMERS OF [----] [--]. $OKLO +536% [--]. $OPEN +498% [--]. $MP +369% [--]. $PGY +355% [--]. $IREN +293% [--]. $NBIS +259% [--]. $HOOD +235% [--]. $QBTS +220% [--]. $JMIA +204% [--]. $OUST +184% [--]. $PL +174% [--]. $ONDS +163% [--]. $TEM +161% [--]. $QS +158% [--]. $PLTR +141%"
X Link 2025-09-20T13:04Z 348.4K followers, 423.5K engagements

"WATCH THESE LEVELS FOR PULLBACK ENTRIES IF YOU MISSED THE GROWTH RALLY $NVDA $AMZN $GOOGL $MSFT $META $TSLA $PLTR $AVGO $TSM $AMD $OSCR $OKLO $RKLB $ASTS $IONQ $HIMS $HOOD $SOFI $EOSE $TEM"
X Link 2025-09-21T13:55Z 348.4K followers, 581.8K engagements

"8 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS [--]. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA $AVGO & $QCOM are the engines & nervous system that let the robots sense and act. [--]. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD [--]. $TSLA $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing. [--]. $GOOGL $AMZN & $MSFT supply the AI data layer that connects every machine while $ROK & $ZBRA provide the controls scanners & mobile robots that keep"
X Link 2025-10-04T12:35Z 348.4K followers, 735.5K engagements

"$AMZN AT ITS LOWEST VALUATION IN OVER A DECADE"
X Link 2025-10-05T12:11Z 348.4K followers, 572.4K engagements

"Breaking down the AI deals between $NVDA $AMD & OpenAI"
X Link 2025-10-06T17:13Z 348.4K followers, 1.6M engagements

"$NVDA CEO Jensen Huang warned that the next leg of AI compute wont happen without a step-change in power generation saying the real bottleneck is no longer chips but the grid itself. Music to the ears of: $VST $NEE & $CEG running the large-scale utilities supplying that power $OKLO & $EOSE building the next generation of nuclear micro-reactors & long-duration storage to stabilize it $VRT providing the cooling & electrical infra that makes hyperscale sites viable $IREN & $CIFR proving that in the new GPU land-grab its about controlling the power & uptime that let hyperscalers pay by the hour"
X Link 2025-10-08T12:44Z 348.4K followers, 453.4K engagements

"$TSLA is now worth about $1.5T & is worth more than most of the global auto industry combined. The market sees the cars as the cash engine for what it really wants to own: the autonomy self-driving fleets energy storage & robotics that sit on top"
X Link 2025-10-08T13:21Z 348.4K followers, 212.1K engagements

"Real investors know exactly what I mean when I say days like this actually make me smile 🙃"
X Link 2025-10-10T20:09Z 348.4K followers, 353.8K engagements

"MY TOP [--] DCA PLAN IF THIS PULLBACK IS REAL [--]. $ONDS the drone connectivity layer [--]. $OKLO nuclear power for the AI edge [--]. $TSLA energy + robotics optionality [--]. $AMD the next leg of the compute cycle [--]. $MELI LATAMs digital economy engine [--]. $EOSE storage built for nonstop compute [--]. $IREN building compute at industrial scale [--]. $GOOGL runs the full stack of the AI economy [--]. $NBIS the GPU utility w/ hyperscaler contracts [--]. $HOOD turning retail attention into profit streams"
X Link 2025-10-11T12:16Z 348.4K followers, 464K engagements

"Blackstone says the next big thing is chips data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST $CEG $OKLO $CCJ $LEU & $EOSE Demand is $NBIS $IREN $CIFR $WULF & $CRWV"
X Link 2025-10-12T11:16Z 348.4K followers, 844.7K engagements

"Turned my wifes Roth from 20K to 100K in under two years. Time does what timing cant"
X Link 2025-10-13T15:15Z 348.4K followers, 666.6K engagements

"UPDATED FIB LEVELS FOR POPULAR GROWTH STOCKS [--]. $NVDA -- $154 [--]. $AMD -- $178 [--]. $TSLA -- $383 [--]. $HIMS -- $39 [--]. $ASTS -- $70 [--]. $RKLB -- $50 [--]. $TEM -- $77 [--]. $IONQ -- $57 [--]. $JOBY -- $15 [--]. $PLTR -- $133 [--]. $IREN -- $48 [--]. $NBIS -- $93 [--]. $OSCR -- $16 [--]. $CIFR -- $14 [--]. $SOFI -- $22 [--]. $OPEN -- $7 [--]. $HOOD -- $104 [--]. $OKLO -- $125 [--]. $ACHR -- $10 [--]. $ONDS-- $5 https://twitter.com/i/web/status/1979472578508099984 https://twitter.com/i/web/status/1979472578508099984"
X Link 2025-10-18T09:00Z 348.4K followers, 365.8K engagements

"Tom Lee says Bitcoin $BTC is going to $250K in the next [--] days. If that plays out were about to see a face melting risk-on rally into year-end"
X Link 2025-10-19T13:56Z 348.4K followers, 626.6K engagements

"$AMZN is aiming to replace 600K U.S. jobs with robots by [----]. It shows how serious they are about cutting labor costs & scaling efficiency through automation"
X Link 2025-10-21T12:38Z 348.4K followers, 464.2K engagements

"$GOOGL showed its Willow chip solving problems 13000x faster than the best supercomputer using a new algorithm called Quantum Echoes"
X Link 2025-10-22T15:12Z 348.4K followers, 175.1K engagements

"Brutal reset for growth. The biggest pullbacks off recent highs: $ONDS -42% $QBTS -40% $RGTI -38% $OKLO -37% $IONQ -35% $ALAB -34% $RR -33% $ASTS -32% $NBIS -31% $QS -30% $IREN -30% $HIMS -26% $CIFR -26% $BMNR -25% $HOOD -21%"
X Link 2025-10-22T16:36Z 348.4K followers, 457.9K engagements

"PRESIDENT TRUMPS COMPLETE ROADMAP FOR QUANTUM Quantum Computers & Cloud Services $IONQ $RGTI $IBM $GOOGL $QUBT $QBTS $HON Data Storage & Management $QMCO $WIMI Quantum Chip Solutions $INTC $HOLO Quantum Security/Encryption $LAES $ARQQ"
X Link 2025-10-23T13:06Z 348.4K followers, 590K engagements

"$NVDA JUST MADE HISTORY AS THE FIRST $5T COMPANY"
X Link 2025-10-29T02:10Z 348.4K followers, 350.8K engagements

"$NVDA CEO Jensen Huang reacting to the crowd after seeing their stock gains. Jensen just laughed and said look at that look at that. The kingpin of the new digital economy watching his empire cheer back"
X Link 2025-10-30T15:38Z 348.4K followers, 595.9K engagements

"Bought the $META dip. Everyones scared of CapEx but thats the whole point. Metas shifting from the worlds biggest social media company to one of the largest AI compute platforms on earth built inside the most engaged network ever created"
X Link 2025-11-01T11:36Z 348.4K followers, 397.5K engagements

"WATCH THESE KEY FIB LEVELS THIS EARNINGS SEASON AI Utility $IREN -- $48 $NBIS -- $94 $CIFR -- $14 $CRWV -- $128 $GLXY -- $35 AI Power $EOSE -- $13 $VST -- $170 $NVTS -- $12 $CEG -- $317 $VRT -- $146 AI Hardware $NVDA -- $164 $TSM -- $244 $ASML -- $892 $ARM -- $144 $AMD -- $194 AI Connectivity $AVGO -- $292 $ALAB -- $181 $CRDO -- $131 $MRVL -- $78 $ANET -- $125 AI Security $MSFT -- $475 $CRWD -- $455 $PANW -- $193 $NET -- $190 $RBRK -- $65 AI Applications $PLTR -- $142 $SNOW -- $214 $MDB -- $282 $DDOG -- $136 $NOW -- $877 Nuclear Energy $OKLO -- $126 $CCJ -- $82 $BWXT -- $167 $GEV -- $515 $SMR"
X Link 2025-11-01T12:39Z 348.4K followers, 473.4K engagements

"PRESIDENT TRUMP ANNOUNCES A DEAL WITH CHINA China suspends all retaliatory tariffs & non-tariff measures imposed since March [--] China issues new general licenses for rare-earth exports & pauses new export controls China commits to end fentanyl flow to the U.S. China to buy at least 12M metric tons of U.S. soybeans U.S. cuts tariffs on Chinese goods by [--] percentage points The biggest de-escalation in U.S.China relations since the trade war began"
X Link 2025-11-02T02:10Z 348.4K followers, 669.8K engagements

"$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space. This is exactly why access to powered data centers has become the new leverage point. If compute is easy to buy but power is hard to get the leverage moves to whoever controls energy & infrastructure. Every new data center that $MSFT $GOOGL $AMZN $META & $ORCL are trying to build needs hundreds of megawatts of steady"
X Link 2025-11-02T12:42Z 348.4K followers, 2.7M engagements

"$AAPL will use $GOOGL Gemini model to power the next version of Siri. Apple is paying Google to build a private Gemini system that runs on its own servers adding AI search & intelligence without embedding Google services"
X Link 2025-11-03T14:57Z 348.4K followers, 294.9K engagements

"$AMZN is near its lowest valuation in more than a decade. We aRe sO iN a BuBbLe"
X Link 2025-11-15T12:18Z 348.4K followers, 467.5K engagements

"12 MONOPOLIES SHAPING THE FUTURE [--]. $NVDA powers AI [--]. $META rules social [--]. $GOOGL owns search [--]. $PLTR became AIs OS [--]. $NFLX defined streaming [--]. $AXON runs public safety [--]. $TSLA drives real-world AI [--]. $ASML controls chipmaking [--]. $TSM owns chip production [--]. $AMZN built global logistics [--]. $SHOP powers SMB e-comm [--]. $HOOD unlocked retail investing https://twitter.com/i/web/status/1990062518065393689 https://twitter.com/i/web/status/1990062518065393689"
X Link 2025-11-16T14:20Z 348.4K followers, 442.4K engagements

"THE U.S. DEPARTMENT OF ENERGY ANNOUNCES $2.7B TO STRENGTHEN AMERICAN URANIUM ENRICHMENT That money supports the entire nuclear stack: Upstream uranium miners & fuel processors like $CCJ $UUUU & $LEU that supply the raw fuel Midstream reactor & SMR builders like $SMR $OKLO $BWXT & $NNE that turn fuel into capacity Downstream utilities like $NEE $VST $TLN & $CEG that convert that capacity into grid power https://twitter.com/i/web/status/2008251980058386464 https://twitter.com/i/web/status/2008251980058386464"
X Link 2026-01-05T18:59Z 348.4K followers, 118K engagements

"2026 WILL BE THE YEAR OF SPACE Orbital Launch (access to space) $SPACEX enables low-cost high-cadence launch that underpins the entire ecosystem $RKLB provides dedicated launch and integrated space services for small and mid-size missions $FLY $SPCE $ULA expand launch capacity across different mission profiles Satellite Operators (demand layer) $PL $BKYS supply earth-observation & intelligence data $AMZN (Project Kuiper) builds global broadband infrastructure in LEO $ASTS building the communications layer that monetizes space-based connectivity $VSAT $SPIR $SATL support maritime aviation &"
X Link 2026-01-07T15:17Z 348.4K followers, 539.2K engagements

"GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed or hacked $AVAV is the primary U.S. military drone prime operating large long-endurance ISR & strike platforms embedded across DoD programs $KTOS designs attritable unmanned systems built for scale where loss tolerance & cost matter more than perfection $RCAT sells short-range tactical drones used by military units police &"
X Link 2026-01-12T12:34Z 348.5K followers, 203.5K engagements

"KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Nuclear $OKLO -- $85 $CCJ -- $87 $UUUU -- $18 $GEV -- $548 $LEU -- $306 Critical Materials $MP -- $50 $CRML -- $13 $IDR -- $38 $FCX -- $48 $UAMY -- $8 Space $RKLB -- $67 $ASTS -- $81 $PL -- $20 $BKSY -- $23 $LUNR -- $18 Drones $ONDS -- $10 $UMAC -- $13 $AVAV -- $297 $KTOS -- $91 $DPRO -- $7 AI Utility $IREN -- $49 $NBIS -- $94 $CIFR -- $16 $CRWV -- $92 $GLXY -- $28 AI Power $EOSE -- $13 $VST -- $140 $BE -- $99 $CEG -- $257 $VRT -- $110 AI Hardware $NVDA -- $164 $TSM -- $268 $ASML -- $1071 $INTC -- $38 $AMD -- $194 AI Security $MSFT -- $425 $CRWD --"
X Link 2026-01-18T14:29Z 348.4K followers, 115.9K engagements

"HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $CRML +197% [--]. $SNDK +100% [--]. $SKYT +72% [--]. $BE +67% [--]. $RDW +65% [--]. $NTLA +63% [--]. $ASTS +56% [--]. $APLD +54% [--]. $IREN +50% [--]. $EOSE +49% [--]. $KTOS +45% [--]. $NVTS +42% [--]. $MU +40% [--]. $AEHR +39% [--]. $DPRO +38%"
X Link 2026-01-24T14:05Z 348.4K followers, 120K engagements

"@VanquishTrader Also interesting that Warsh is also on the $CPNG board of directors 👀"
X Link 2026-01-30T13:58Z 348.4K followers, 15.6K engagements

"2026 TOP SOFTWARE REVENUE GROWTH ESTIMATES $PLTR 61% $APP 36% $ZETA 34% $NET 27% $SNOW 24% $FIG 24% $DUOL 23% $RBRK 23% $ZS 23% $CRWD 22% $KVYO 22% $MNDY 21% $IOT 21% $GTLB 20% $NOW 20% $MDB 20% $TEAM 20% $S 20% https://twitter.com/i/web/status/2018688373599408434 https://twitter.com/i/web/status/2018688373599408434"
X Link 2026-02-03T14:09Z 348.4K followers, 126.7K engagements

"$AMZN AD BUSINESS ALONE IS WORTH $450B $META trades at 12x EBITDA growing 24% $NFLX trades at 21x EBITDA growing 18% $TTD trades at 9x EBITDA growing 14% The ad unit is an $85B revenue business growing 23% with 35% margins. At 15x EBITDA that implies roughly $450B of value or about 20% of the current valuation. https://twitter.com/i/web/status/2019772323541504019 https://twitter.com/i/web/status/2019772323541504019"
X Link 2026-02-06T13:57Z 348.4K followers, 57.4K engagements

"$NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR"
X Link 2026-02-06T17:37Z 348.4K followers, 116.7K engagements

"MrBeasts Beast Industries is buying Step which is a Gen Z-focused banking and credit-building app. It gives teens a path to start building credit earlier before they qualify for traditional cards. MrBeasts Beast Industries is acquiring Step a teen-focused banking app. Creators with massive distribution are starting to vertically integrate into financial products. https://t.co/xpcXO8RBCD MrBeasts Beast Industries is acquiring Step a teen-focused banking app. Creators with massive distribution are starting to vertically integrate into financial products. https://t.co/xpcXO8RBCD"
X Link 2026-02-09T17:52Z 348.5K followers, 40.9K engagements

"$CIFR UP OVER 15% TODAY FAVORITE [--] NAMES UNDER $10B [--]. $ONDS drone connectivity layer [--]. $CIFR landlord of the AI utility era [--]. $JMIA scaling logistics across Africa [--]. $LMND AI-native insurance platform [--]. $DOCN AI inference cloud for builders [--]. $CLPT navigation platform for neurosurgeons [--]. $EOSE FAVORITE [--] NAMES UNDER $10B [--]. $ONDS drone connectivity layer [--]. $CIFR landlord of the AI utility era [--]. $JMIA scaling logistics across Africa [--]. $LMND AI-native insurance platform [--]. $DOCN AI inference cloud for builders [--]. $CLPT navigation platform for neurosurgeons [--]. $EOSE"
X Link 2026-02-09T19:37Z 348.4K followers, 84.3K engagements

"$META Instagram is internally testing a standalone $SNAP style app called Instants focused on disappearing photos and messages. REPORT: $META's Instagram has begun internally testing a Snapchat $SNAP rival. https://t.co/Oxs6XZuuWG REPORT: $META's Instagram has begun internally testing a Snapchat $SNAP rival. https://t.co/Oxs6XZuuWG"
X Link 2026-02-09T20:27Z 348.4K followers, 44.4K engagements

"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% This is what a risk-on tape looks like for growth. Some of the biggest movers in the ETF today: $WULF +17% $CIFR +14% $IREN +12% $UUUU +9% $NBIS +8% $EOSE +8% $QS +8% $SYM +7% $ONDS +6% $HOOD +6% $BMNR +6% $PLTR +6% https://t.co/DAMPcqDkzU This is what a risk-on tape looks like for growth. Some of the biggest movers in the ETF today: $WULF +17% $CIFR +14% $IREN +12% $UUUU +9% $NBIS"
X Link 2026-02-09T23:06Z 348.4K followers, 78.6K engagements

"President Trump says his Fed pick Kevin Warsh could drive U.S. economic growth as high as 15%"
X Link 2026-02-09T23:22Z 348.4K followers, 82.3K 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% Reiterates path to [----] profitability"
X Link 2026-02-10T11:39Z 348.4K followers, 102.8K engagements

"$DDOG Q4 EARNINGS Revenue $953M vs Est. $917M EPS $0.59 vs Est. $0.55 $1M+ ARR Customers: [---] (+30% YoY) $100K+ ARR Customers: [----] (+19% YoY) FY26 Guidance Revenue $4.08B vs. Est. $4.11B EPS $2.12 vs Est. $2.41"
X Link 2026-02-10T12:16Z 348.4K followers, 26.2K engagements

"$HOOD ability to spin up a brand-new $300M run-rate business in its first year (prediction markets) shows how powerful Robinhoods ability to monetize attention has become. $HOOD is building what Schwab built over [--] years (a full-stack financial platform) but doing it in [--] years with AI-native architecture and a demographic that will inherit $80T over the next two decades. Gold subscribers growing 58% YoY is the tell. https://t.co/DeCbc6wuh5 $HOOD is building what Schwab built over [--] years (a full-stack financial platform) but doing it in [--] years with AI-native architecture and a demographic"
X Link 2026-02-11T14:17Z 348.4K followers, 106.4K engagements

"$VRT UP OVER 20% $VRT Q4 EARNINGS Revenue $2.88B vs Est. $2.89B EPS $1.14 vs Est. $1.30 Backlog $15B (+109% YoY) FY26 Guidance Revenue $13.5B vs Est. $12.4B EPS $6.02 vs Est. $5.33 https://t.co/Bu4wovzHOP $VRT Q4 EARNINGS Revenue $2.88B vs Est. $2.89B EPS $1.14 vs Est. $1.30 Backlog $15B (+109% YoY) FY26 Guidance Revenue $13.5B vs Est. $12.4B EPS $6.02 vs Est. $5.33 https://t.co/Bu4wovzHOP"
X Link 2026-02-11T15:56Z 348.4K followers, 37.2K engagements

"BILL ACKMAN DISCLOSES NEW POSITION IN $META"
X Link 2026-02-11T15:57Z 348.5K followers, 243.5K engagements

"$APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://twitter.com/i/web/status/2021692478752272426 https://twitter.com/i/web/status/2021692478752272426"
X Link 2026-02-11T21:07Z 348.5K followers, 136.7K engagements

"The House passed a resolution to block President Trumps Canada tariffs"
X Link 2026-02-11T23:45Z 348.4K followers, 32.3K engagements

"$NBIS plans to invest $1620B in CapEx as it scales out its AI data center footprint. Management says over 60% of that spend will be funded internally through operating cash flow. $NBIS went from [--] data center sites in [----] to guiding [--] today. Nebius is scaling its own AI compute footprint far faster than the market is pricing in. https://t.co/l9xckWvKyY $NBIS went from [--] data center sites in [----] to guiding [--] today. Nebius is scaling its own AI compute footprint far faster than the market is pricing in. https://t.co/l9xckWvKyY"
X Link 2026-02-12T13:35Z 348.5K followers, 53.3K engagements

"$APP DOWN OVER 15% $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ"
X Link 2026-02-12T14:50Z 348.4K followers, 48.1K engagements

"President Trump covertly sent thousands of Starlink terminals into Iran after last months crackdown on protests. The move aimed to restore internet access as the regime restricted connectivity"
X Link 2026-02-12T16:46Z 348.4K followers, 26.4K engagements

"$PINS Q4 EARNINGS Revenue $1.32B vs. Est. $1.33B EPS $0.67 vs. Est. $0.69 Global MAUs: 619M Q1 Guidance Revenue $961M vs. Est. $980M EBITDA $176M vs. Est. $205M https://twitter.com/i/web/status/2022057994587189593 https://twitter.com/i/web/status/2022057994587189593"
X Link 2026-02-12T21:19Z 348.5K followers, 23.5K engagements

"Cathie Wood bought today: $13M $SHOP $12M $HOOD $11M $TEM $9M $RBLX $4M $BMNR"
X Link 2026-02-13T01:19Z 348.5K followers, 86.7K engagements

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