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@StockSavvyShay Avatar @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 $XXX billion business opportunity over the next six quarters. Tesla ($TSLA) is also making significant strides in AI, with Elon Musk announcing plans to build a X million-unit Optimus line and a XX 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 #149 technology brands #1434 finance #1662 cryptocurrencies #2144 automotive brands #4857 countries XXXX% celebrities #3066 social networks XXXX% currencies XXXX% travel destinations XXXX%

Social topic influence ai #709, $nvda #49, $googl #223, $amzn #8, $iren #17, $oklo #1, $cifr #12, $meta #1, meta #178, $eose #5

Top accounts mentioned or mentioned by @stocksavytrack @grok @k2__investment @runyourlegacy @aviadlerden @bedurion @lintrix_x @aramondiaz @zooeysanders__ @polymarketmoney @milomarkets @analytica_x @discountedbtc @william_r2rclub @berniecepa66698 @zeropropnet @lazaroinvestor @tonitrades_ @sergeycyw @ravisingh0312

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) IREN Limited (IREN) Oklo Inc. (OKLO) Cipher Mining Inc. Common Stock (CIFR) Metadium (META) Eos Energy Enterprises, Inc. (EOSE) Palantir (PLTR) Tesla, Inc. (TSLA) Advanced Micro Devices (AMD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Ondas Holdings Inc. Common Stock (ONDS) Robinhood Markets, Inc. (HOOD) Constellation Energy Corp (CEG) Cameco Corporation (CCJ) Vistra, Corp. (VST) RAI Finance (SOFI) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Taiwan Semiconductor (TSM) Open Custody Protocol (OPEN) CoreWeave, Inc. (CRWV) NuScale Power Corporation (SMR) Vertiv Holdings Co (VRT) Centrus Energy Corp. (LEU) Hims & Hers Health, Inc. (HIMS) TeraWulf Inc. (WULF) Netflix Inc (NFLX) D-Wave Quantum Inc. (QBTS) BITMINE IMMERSION TECH (BMNR) Archer Aviation Inc. (ACHR) IonQ, Inc. (IONQ) Oscar Health, Inc. (OSCR) MP Materials Corp. (MP) DigitalOcean Holdings, Inc. (DOCN) Intel Corporation (INTC) Apple, Inc. (AAPL) Astera Labs, Inc. Common Stock (ALAB) Crowdstrike Holdings Inc (CRWD) Navitas Semiconductor Corporation Common Stock (NVTS) retard to retired (R/R) MercadoLibre Inc (MELI) NextEra Energy Inc (NEE) Marvell Technology Inc (MRVL) UiPath, Inc. (PATH) Warner Bros Discovery, Inc. (WBD) Planet Labs PBC (PL) Duolingo, Inc. Class A Common Stock (DUOL) BWX Technologies, Inc. (BWXT) Snowflake, Inc. (SNOW) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Rubrik, Inc. (RBRK) Bitcoin (BTC) Micron Technology, Inc. (MU) Cloudflare, Inc. (NET) Richtech Robotics Inc. Class B Common Stock (RR) Shopify Inc (SHOP) Cream (CRM) JPMorgan Chase (JPM) Joby Aviation, Inc. (JOBY) Energy Fuels Inc. (UUUU) Adobe, Inc. (ADBE) Ethereum (ETH)

Top Social Posts

Top posts by engagements in the last XX hours

"Pulling Back the Curtain on My Growth Portfolio Investing isnt a pursuit of fleeting trends or the ephemeral allure of hype cycles -- its about recognizing companies not merely adapting to the tides of change but actively forging new landscapes. Every position I take is an extension of that ethos a testament to the belief that true growth is not found in the echoes of the present but in the resonance of the future. The goal is not to chase momentum but to identify the structural architects of disruption -- those firms poised to redefine industries over the coming decade and beyond. $PLTR"
X Link 2025-02-14T13:12Z 314.8K followers, 391.2K engagements

"This chart shows the real state of AI. Capex is tracking toward $600B 2028 which means $AMZN $MSFT $GOOGL $META & $ORCL are now building some of the largest industrial projects ever attempted. The real constraint is shifting from GPU supply to power + land because every new model cycle adds another wave of megawatt demand. This spending will not normalize since a multi-gigawatt footprint needs to be refreshed every 3-4 years. Whoever secures power and land & can stand up capacity the fastest will end up owning the AI economy of the next decade"
X Link 2025-11-26T13:43Z 314.7K followers, 60.4K engagements

"If the Thanksgiving conversation five years ago was that AI was about to change the world then these are the names that ended up proving it. $NVDA +1259% $AVGO +907% $PLTR +501% $GOOGL +258% $CRWD +233% $TSM +194% $NET +164% $AMD +146%"
X Link 2025-11-27T13:26Z 314.7K followers, 66.8K engagements

"The fact that $NVDA is on pace to generate $400B of cash in two years (more than $AMD entire market cap) is wild. It's happening because Nvidia owns the most profitable part of the AI stack and physical AI in autonomy & robotics hasnt even begun to contribute yet. Bullish"
X Link 2025-11-29T13:19Z 314.8K followers, 127.1K engagements

"$BMNR now holds about X% of all Ethereum. They added 97K $ETH last week binging their total to 3.73M"
X Link 2025-12-01T13:40Z 314.6K followers, 92.9K engagements

"TOP XX FAVORITE NAMES TRADING UNDER $XX X. $ONDS Ondas X. $NVTS Navitas X. $PRME Prime Medicine X. $ACHR Archer Aviation X. $PSNL Personalis X. $GRAB Grab X. $OPEN Opendoor X. $ENVX Enovix X. $RR Richtech Robotics XX. $INDI indie Semi"
X Link 2025-12-06T11:54Z 314.7K followers, 2152 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 315.1K followers, 540.2K engagements

"$PLTR SHARES FALL AFTER ARMY MEMO FLAGS VERY HIGH RISK SECURITY FLAWS Reuters reported the NGC2 battlefield comms prototype was flagged for vulnerabilities that could let adversaries gain persistent undetectable access"
X Link 2025-10-03T14:24Z 315.1K followers, 267.8K engagements

"MY TOP XX SMALL-CAP NAMES BEHIND A XXX% CAGR PORTFOLIO X. $RKLB -- building the future of space logistics X. $CLPT -- navigation platform for neurosurgeons X. $JMIA -- scaling logistics across Africa X. $ASTS -- bridging global connectivity from space X. $IONQ -- push for a quantum network X. $EOSE -- powering the grid with long-duration zinc storage X. $VKTX -- oral/injectable GLP-1s for obesity & diabetes X. $TMDX -- expanding organ care with fleet & network effect X. $BEAM -- editing the future of genetic medicine XX. $NVTS -- powering AI data centers with GaN chips"
X Link 2025-10-04T13:31Z 315.1K followers, 209.3K engagements

"Breaking down the AI deals between $NVDA $AMD & OpenAI"
X Link 2025-10-06T17:13Z 315.1K followers, 1.6M engagements

"OpenAI may have just leaked its top XX customers by token usage: X. $DUOL Duolingo X. $CRM Salesforce XX. $SHOP Shopify XX. $HUBS HubSpot XX. $TMUS T-Mobile XX. $DDOG Datadog XX. $MELI MercadoLibre"
X Link 2025-10-10T11:33Z 315.1K followers, 192.3K engagements

"$JPM just announced a $1.5T plan to finance U.S. national security industries across defense energy AI & quantum. Heres how to align with JPMorgans national security push: Space infra powering defense networks with $RKLB & $ASTS Clean on demand power for AI factories with $BE $VST $CEG $NEE & $TLN Next gen nuclear for Americas baseload with $OKLO $LEU $BWXT $CCJ $SMR $GEV & $NNE The core AI stack across compute cloud & data with $NVDA $TSM $AVGO $ASML $AMD $MSFT $GOOGL $AMZN & $ORCL The intelligence layer being built through quantum & data with $PLTR $IONQ & $SNOW Hyperscale operators"
X Link 2025-10-13T12:25Z 315.1K followers, 428K engagements

"UPDATED FIB LEVELS FOR POPULAR GROWTH STOCKS X. $NVDA -- $XXX X. $AMD -- $XXX X. $TSLA -- $XXX X. $HIMS -- $XX X. $ASTS -- $XX X. $RKLB -- $XX X. $TEM -- $XX X. $IONQ -- $XX X. $JOBY -- $XX XX. $PLTR -- $XXX XX. $IREN -- $XX XX. $NBIS -- $XX XX. $OSCR -- $XX XX. $CIFR -- $XX XX. $SOFI -- $XX XX. $OPEN -- $X XX. $HOOD -- $XXX XX. $OKLO -- $XXX XX. $ACHR -- $XX XX. $ONDS-- $5"
X Link 2025-10-18T09:00Z 315.1K followers, 363.5K engagements

"China still controls almost all rare earth production & refining but the U.S. is starting to rebuild its own chain: $UUUU separating oxides at commercial scale $IPX developing new refining tech to lift throughput $MP leading U.S. output & expanding into full-cycle processing $CRML & $TMRC building integrated mining and refining capacity $USAR & $IDR advancing early-stage exploration across key deposits $AREC recovering rare earths from coal waste to speed domestic supply $USAR & $IDR advancing early-stage exploration across key deposits Rare earths decide who controls the inputs behind AI"
X Link 2025-10-18T11:28Z 315.1K followers, 267.3K engagements

"25% of global healthcare spend flows through $UNH. Absolutely wild that one company has that kind of control over the most essential industry on Earth"
X Link 2025-10-25T11:55Z 315.1K followers, 142.2K engagements

"$SOFI will be the first national bank to let customers buy sell & hold crypto. It marks the point where digital assets move from fintech to the core of traditional banking"
X Link 2025-10-28T11:31Z 315.1K followers, 158.9K engagements

"MICHAEL BURRY BETS AGAINST THE AI BOOM WITH XX% OF SCION IN $PLTR PUTS & XX% IN $NVDA PUTS"
X Link 2025-11-03T21:51Z 315.1K followers, 3.5M engagements

"$SNOW & $SAP are partnering to link SAPs Business Data Cloud with Snowflakes AI Data Cloud to enable real-time zero-copy sharing & native AI access. It puts Snowflake in line to power AI workloads across SAPs massive enterprise base"
X Link 2025-11-04T16:01Z 315.1K followers, 28.6K engagements

"KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES Bullish $NVDA $AMD $EOSE $OPEN Hold $TSLA $PLTR $IREN $CIFR $NBIS $ONDS $OKLO $RKLB $ASTS $IONQ $HOOD $SOFI $TEM Bearish $ACHR $OSCR $HIMS"
X Link 2025-11-15T14:05Z 315.1K followers, 142K engagements

"UPDATED DCA PLAN X. $META Meta X. $MELI MercadoLibre X. $AXON Axon X. $NBIS Nebius X. $RKLB Rocket Lab X. $SOFI SoFi X. $IREN IREN Limited X. $BMNR BitMine X. $CIFR Cipher XX. $ONDS Ondas"
X Link 2025-11-15T14:35Z 315.1K followers, 132.6K engagements

"$NVDA just said cloud GPUs are sold out. AI Utility bucket after-hours: $CIFR +14% $APLD +13% $IREN +10% $CRWV +9% $NBIS +8% $WULF +8% $BITF +7% $GLXY +6%"
X Link 2025-11-19T22:07Z 315.1K followers, 152.7K engagements

"Futurum Equities Podcast Episode #20 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $WULF $AMZN $MELI $AMD $NVDA $SOFI $APLD $AVGO $GOOGL $AMZN $MSFT $META"
X Link 2025-11-20T22:05Z 315.1K followers, 166.5K engagements

"$BMNR just became the first large-cap crypto company to issue a dividend. They also reported $328M in FY25 profit with EPS of $13.39"
X Link 2025-11-21T13:37Z 315.1K followers, 229K engagements

"$META IS REPORTEDLY IN ADVANCED TALKS TO DEPLOY $GOOGLE TPUS ACROSS ITS DATA CENTERS IN A DEAL THAT COULD BE WORTH BILLIONS"
X Link 2025-11-24T22:51Z 315.1K followers, 274.3K engagements

"Zuckerberg says $META is ready to spend $600B through 2028 because he knows the next platform shift will be owned by whoever builds the most capable AI infrastructure fastest. If superintelligence shows up early anyone who under-built will be structurally out of position for the most important technology wave in history. This pullback is noise compared to the scale of what they are positioning for"
X Link 2025-11-25T12:37Z 315.1K followers, 394.7K engagements

"Futurum Equities Podcast Episode #21 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $AVGO $GOOGL $AMZN $META $CEG $LEU $OKLO $EOSE"
X Link 2025-11-25T21:07Z 315.1K followers, 78.9K engagements

"$GOOGL is basically saying the long-term bottleneck for AI is power. If TPUs can operate in space where solar is 8x stronger then power stops being the constraint & the cost curve for compute opens up in a meaningful way"
X Link 2025-11-26T12:54Z 315.1K followers, 180.9K engagements

"Why is $ORCL down XX% in the past month Because Oracle is taking on the most aggressive capex plan in the industry & funding a data center buildout that is outsized relative to its revenue base. When you tie $500B of future obligations to one counterparty in OpenAI then the market starts assigning a Sam Altman risk premium. The upside is very real if demand holds & if Oracle can deploy capacity faster than $AMZN $MSFT or $GOOGL but the balance-sheet and concentration risks are just as real. I think the payoff will be enormous"
X Link 2025-11-26T14:16Z 315.1K followers, 142.7K engagements

"This video makes it obvious that $MELI is a robotics story as much as it is an e-commerce or fintech story. Its the only player in LATAM that owns the marketplace the payments rail the credit engine the logistics network & now the automation layer tying it all together. That compounding flywheel is why its my second-biggest position"
X Link 2025-11-29T12:07Z 315.1K followers, 88.8K engagements

"DATA CENTERS WILL HIT XX% OF U.S. POWER DEMAND BY 2029 X names to watch: $NNE grid buildout $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"
X Link 2025-11-29T14:30Z 315.1K followers, 247.3K engagements

"We now have 80GW of capacity built underway for 2025 which is 8x the 2022 level. Almost all of it is planned because everyone wants to build & almost nobody can get the power approvals fast enough. The winners will be the companies that can turn cheap stable power into fully cooled monetized compute: $CCJ uranium supply $CEG nuclear baseload $SMR modular nuclear reactors $OKLO micro-nuclear generation $EOSE zinc long-duration storage $GEV power-conversion hardware $VRT power distribution & cooling $VST flexible generation & storage $TSLA utility-scale lithium storage $NNE utility-scale"
X Link 2025-11-30T12:51Z 315.1K followers, 95.4K engagements

"Elon Musk is saying the value in this cycle concentrates where intelligence is created & where its manufactured. $GOOGL spent a decade assembling the deepest AI stack on Earth while $NVDA remains the toll-collector on every marginal unit of intelligence created. If AI & robotics end up dwarfing the rest of the economy then its because these two sit at the points where all the value concentrates"
X Link 2025-11-30T18:37Z 315.1K followers, 263.3K engagements

"$GOOGL is teaming with Foxconn to build AI servers around TPUv7 Ironwood with Foxconn supplying the full compute-tray rack for every TPU rack. Foxconn wants to hit 2K per week by late 2026 which shows Google is scaling its training footprint much faster than most realize"
X Link 2025-12-01T12:15Z 315.1K followers, 63.5K engagements

"$CRDO CRUSHED THEIR EARNINGS Sales $268M vs Est. $235M EPS $XXXX vs Est. $XXXX Net Income $128M vs Est. $94M Q3 Guidance Sales 340M vs Est. $248M"
X Link 2025-12-01T21:17Z 315.1K followers, 67.1K engagements

"$GOOGL CEO floating the idea of putting data centers in space. I still dont own enough $RKLB 😅"
X Link 2025-12-02T13:50Z 315.1K followers, 139K engagements

"$MRVL Q3 EARNINGS Sales $2.08B vs Est. $2.07B EPS $XXXX vs Est. $XXXX Net Income $655M vs Est. $641M Q4 Guidance Sales $2.2B vs Est. $2.2B EPS $XXXX vs Est. $XXXX Signs Agreement to Acquire Celestial AI for $3.3B"
X Link 2025-12-02T21:11Z 315.1K followers, 24.4K engagements

"$CRWD Q3 EARNINGS Sales $1.23B vs Est. $1.22B EPS $XXXX vs Est. $XXXX FCF $296M vs Est. $276M ARR $4.92B vs Est. $4.90B Falcon Flex ARR: $1.4B -- up XXX% YoY Net New ARR: $265M -- up XX% YoY FY26 Guidance Sales $4.81B vs Est. $4.79B EPS $XXXX vs Est. $3.68"
X Link 2025-12-02T21:19Z 315.1K followers, 42.9K engagements

"$ACHR is building a South Florida air-taxi network that connects Miami through West Palm Beach in XX to XX minutes. It replaces the typical XX to XX minute drive with fast Midnight flights"
X Link 2025-12-03T12:59Z 315.1K followers, 62.4K engagements

"PRESIDENT TRUMP WEIGHING A ROBOTICS EXECUTIVE ORDER FOR 2026 Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year. How robotics is quietly getting built out across the economy: X. $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. X. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD 3."
X Link 2025-12-03T13:14Z 315.1K followers, 479.3K engagements

"Theres likely a real buying spree coming in software as many names stay stuck in the doghouse for failing to evolve beyond horizontal SaaS in the AI economy. XX names that fit this narrative: $S SentinelOne $CFLT Confluent $GTLB GitLab $OKTA Okta $TWLO Twilio $OS OneStream $PD PagerDuty $PATH UiPath $BRZE Braze $FROG JFrog"
X Link 2025-12-03T17:36Z 315.1K followers, 81.8K engagements

"$RBRK delivered 😏 Sales $350M vs Est. $321M EPS $XXXX vs Est. ($0.17) ARR $1.35B -- up XX% YoY Q4 Guidance Sales $342M vs Est. $325M EPS ($0.11) vs Est. ($0.13)"
X Link 2025-12-04T21:09Z 315.1K followers, 45.2K engagements

"$OKLO sets up a $1.5B ATM equity offering program"
X Link 2025-12-04T22:02Z 315.1K followers, 84.9K engagements

"Im a young millennial and so many people my age feel stuck in this weird in-between. Too late to buy affordable property and too early for the TikTok or Instagram creator wave but the irony is we are perfectly positioned for something bigger. We get to participate in the early innings of the largest industrial buildout since the internet with trillions in capex pouring into the physical layer of the AI economy and were early enough to capture it in real time: $NVDA & $AMD are building the compute layer $TSLA is pushing the robotics layer $PLTR is defining the intelligence layer $AMZN $MSFT &"
X Link 2025-12-05T13:35Z 315.1K followers, 106K engagements

"Futurum Equities Podcast Episode #22 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $VKTX $AVGO $GOOGL $AMZN $META $CEG $SOFI $OKLO $EOSE $META"
X Link 2025-12-05T14:14Z 315.1K followers, 61.8K engagements

"SpaceX is reportedly exploring a share sale that at a $800B valuation 👀"
X Link 2025-12-05T18:50Z 315.1K followers, 96K engagements

"After this raise Elon Musk at $470B is now worth more than $AMZN founder Jeff Bezos at $250B & $NVDA founder Jensen Huang at $175B combined"
X Link 2025-12-05T19:09Z 315.1K followers, 56.8K engagements

"THE X NAMES YOU NEED TO FOLLOW IN THE SPACE ECONOMY Space is one of my favorite 2026 themes because the real customer base is moving from commercial buyers to fully funded government programs that view this theme as national security infrastructure. It's a once in a lifetime thematic that sits inside budgets that renew every year and grow when geopolitical pressure rises. Once you understand that shift the companies positioned for federal procurement start to separate from the rest of the sector. X. $RKLB Rocket Lab Rocket Lab already understands this shift because they stopped presenting"
X Link 2025-12-06T13:35Z 315.1K followers, 338.2K engagements

"$GOOGL founder Sergey Brin said he is back in the office every day because the pace of AI progress is the most compelling he has seen in his career. He wants to be directly involved as Google rebuilds its stack around Gemini and TPUs"
X Link 2025-12-07T13:34Z 315.1K followers, 343.1K engagements

"$GOOGL Geminis curve is the one actually accelerating with It more than doubling MAUs from January to November. $MSFT Copilot trend is different since they have huge enterprise distribution with no corresponding lift in monthly users which tells you Microsoft isnt converting enterprise access into monthly engagement even as the broader category expands"
X Link 2025-12-07T15:03Z 315.1K followers, 114.1K engagements

"AI chip demand is running far hotter than expected. $TSM CoWoS lines are overflowing because $NVDA $GOOGL & $AMZN are pulling forward so much GPU & custom-silicon volume that even the recent capacity expansions cannot keep up. The company is now outsourcing part of its CoWoS packaging to ASE (which is typically a last resort) & it shows that demand is running well ahead of what the supply chain can deliver"
X Link 2025-12-08T00:42Z 315.1K followers, 54.9K engagements

"$IBM IS BUYING $CFLT FOR $11B"
X Link 2025-12-08T03:29Z 315.1K followers, 90.3K engagements

"$CRWV is raising $2B in convertible notes due 2031 with another $300M option for buyers They have to keep doing deals like this because every GPU clusters networking & power buildouts are massively expensive & must be done ahead of customer demand This wont be the last raise"
X Link 2025-12-08T12:41Z 315.1K followers, 67K engagements

"$BMNR now holds about XXX% of all Ethereum. They added 139K $ETH last week binging their total to 3.86M"
X Link 2025-12-08T13:38Z 315.1K followers, 88.1K engagements

"US Commerce is set to let $NVDA export H200s into China. They are XX months behind the top tier so policy keeps the cap in place while Nvidia keeps the channel open"
X Link 2025-12-08T18:05Z 315.1K followers, 43.2K engagements

"$RKLB completed qualification and acceptance testing for Neutrons Hungry Hippo fairing. This clears one of the final engineering hurdles & moves Neutron into full launch-prep mode so were officially in getting close to first flight territory"
X Link 2025-12-08T22:06Z 315.1K followers, 69.9K engagements

"When every model every framework every data-center plan & every hyperscaler roadmap is built around $NVDA chips and software then the jump from XX% to XX% isnt surprising. Thats what happens when an entire industry standardizes on you"
X Link 2025-12-09T01:33Z 315.1K followers, 73.3K engagements

"Polymarket is pricing about a XX% chance of X cuts which fits a JOLTS report that still shows a firm labor market & little pressure for aggressive easing"
X Link 2025-12-09T15:14Z 315.1K followers, 37.8K engagements

"$PYPL is nearing a deal to become the NFLs first peer-to-peer banking sponsor as $V long-running rights package expires. It wouldnt be surprising if this move accelerates deeper integration into the college NIL ecosystem"
X Link 2025-12-09T16:08Z 315.1K followers, 26.5K engagements

"SPACEX CONSIDERING 2026 IPO AT $1.5T VALUATION"
X Link 2025-12-09T20:40Z 315.1K followers, 250.3K engagements

"$AMZN plans to spend $35B in India over the next X years to scale AI capabilities exports & logistics"
X Link 2025-12-10T12:52Z 315.1K followers, 44.7K engagements

"$ORCL earning expectations:"
X Link 2025-12-10T17:59Z 315.1K followers, 13.2K engagements

"$ORCL RPO growth is absolutely wild. Oracle is taking on the most aggressive capex plan in the industry & building a data-center footprint that looks oversized relative to its revenue base but if OCI actually earns a seat in the AI economy the upside is absurd"
X Link 2025-12-10T21:43Z 315.1K followers, 169.9K engagements

"$SHOP JUST LAUNCHED AN AI STORE BUILDER THAT LETS MERCHANTS CREATE STORES USING SIMPLE KEYWORDS 👀"
X Link 2025-05-21T14:01Z 315K followers, 41.5K engagements

"$NVDA CEO: "EVERY FUTURE DATA CENTER WILL BE POWER-LIMITED" $CCJ uranium supply $CEG carbon-free baseload $VRT power + cooling systems $OKLO micro-nuclear for edge compute $NNE renewable grid expansion $NVTS chip-level power efficiency"
X Link 2025-06-01T14:47Z 315K followers, 393.5K engagements

"$PLTR TO SIGN $920M UK DEAL DURING TRUMPS VISIT"
X Link 2025-09-17T18:38Z 314.8K followers, 145.2K engagements

"$TSLA TO UNVEIL 3RD-GEN HUMANOID ROBOT IN 2025 Elon Musk is betting the Optimus line can scale to X million units a year by 2030 positioning Tesla as the leader of the coming physical AI economy"
X Link 2025-09-30T10:24Z 314.9K followers, 79.3K engagements

"$TSLA TEASING A BIG REVEAL TUESDAY Some people think it could involve drones or a new propeller system which would slide right into Teslas vision for real-world AI platforms"
X Link 2025-10-05T19:37Z 314.8K followers, 177.1K engagements

"The US is partnering with $BAM & $CCJ on an $80B nuclear expansion using Westinghouse AP1000 reactors. Brookfield captures the asset build while Cameco secures the fuel supply. The grid is the new bottleneck and nuclear is the only scalable fix"
X Link 2025-10-28T10:02Z 315K followers, 106.3K engagements

"MY TOP X AI UTILITY NAMES AI today hits two hard limits power & space. There are plenty of $NVDA GPUs but not enough energized capacity to run them. The winners are the ones who turn cheap power into reliable compute that stays full & running. Heres my top X favorite names 🧵"
X Link 2025-11-02T13:35Z 314.9K followers, 465.6K engagements

"$PLTR quarter is one of those moments where operating reality & market imagination finally meet and the question is whether the imagination has gone too far. I don't think people realize how insane it is to grow revenue XX% while maintaining XX% operating margins in software. That level of efficiency is almost unheard of which is why $NVDA CEO Jensen Huang called Palantirs ontology the most important enterprise stack in the world. The ratio of commercial revenue to customer count is just as extreme with only XXX commercial customers generating $400M in one quarter when most software companies"
X Link 2025-11-04T12:57Z 314.8K followers, 364.9K engagements

"$DUOL now trades at 21x FCF while still growing revenue XX% with XX% margins"
X Link 2025-11-05T22:03Z 315.1K followers, 184.9K engagements

"Peter Thiel fully dumped his entire $NVDA. He also unwound XX% of his US equity book in Q3 & now essentially only holds $TSLA $MSFT & $AAPL"
X Link 2025-11-17T00:53Z 315K followers, 319.5K engagements

"Looks like this morning was a reminder of how much of the internet quietly runs on a $70B company like $NET"
X Link 2025-11-18T14:04Z 314.9K followers, 47K engagements

"$BAM just launched an $NVDA backed $10B AI infrastructure fund. They want to scale up to $100B of data center power & semiconductor assets in a cycle they estimate will require more than $7T of infrastructure over the next decade"
X Link 2025-11-19T12:09Z 314.9K followers, 75K engagements

"Holy $GOOGL 😳"
X Link 2025-11-25T11:35Z 314.9K followers, 71.7K engagements

"Polymarket now has an XX% chance the Fed cuts rates next month 👀"
X Link 2025-11-25T13:54Z 315.1K followers, 34.3K engagements

"$GOOGL Waymo is now over XX% of all SF rides 👀"
X Link 2025-11-28T13:16Z 315.1K followers, 89K engagements

"President Trump says tariffs could completely replace income taxes. If this ever moved forward the market would lose its mind"
X Link 2025-11-28T14:41Z 314.9K followers, 65.3K engagements

"KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES $SPY is less than X% off ATH but most of the Fintwit names still need real price construction before they can reclaim trend. $NVDA $AMD $EOSE $OPEN $TSLA $PLTR $IREN $CIFR $NBIS $ONDS $OKLO $RKLB $ASTS $IONQ $HOOD $SOFI $TEM $ACHR $OSCR $HIMS"
X Link 2025-11-29T13:51Z 315.1K followers, 44.7K engagements

"$GOOGL deserves to be valued like a $4T company because it is the only player that controls every layer of the AI stack & compounds them inside one ecosystem. AI Silicon Google builds & trains on its own silicon which means TPUs remove the $NVDA markup that every other player pays & create a structurally lower cost of compute. The fact that $META & Anthropic are already in active discussions to purchase billions of dollars of TPU capacity confirms that Googles hardware strategy is working at scale. AI Data Engine Google also trains on the richest real-time data corpus in the world. Search"
X Link 2025-11-30T14:31Z 314.8K followers, 152.5K engagements

"Elon Musk is essentially saying $TSLA Optimus becomes a Von Neumann system where a robot can build more robots on its own. Once a robot can manufacture more robots then labor stops being the limiting factor because it becomes a replicating compute and labor engine capped only by how much energy Tesla can generate. This is why Tesla is pushing so hard into power batteries autonomy & end-to-end manufacturing"
X Link 2025-11-30T16:42Z 314.9K followers, 72.5K engagements

"$TSLA Elon Musk saying Bitcoin is the first currency whose backing isnt political trust but raw energy"
X Link 2025-11-30T17:14Z 315K followers, 65.3K engagements

"@ChrisGalt4 @EarningsHubHQ I think the biggest surprise will be $PATH"
X Link 2025-12-01T01:34Z 315K followers, 1275 engagements

"Wild that $MSTR now holds more Bitcoin $BTC than the U.S. & China governments combined 👀"
X Link 2025-12-01T17:21Z 315.1K followers, 132.4K engagements

"$MDB Delivered 😏 Sales $628M vs Est. $593M EPS $XXXX vs Est. $XXXX FCF $140M vs Est. $23M Atlas Sales: $471M -- up XX% YoY FY26 Guidance Sales $2.44B vs Est. $2.36B EPS $XXXX vs Est. $3.75"
X Link 2025-12-01T21:11Z 315K followers, 33.1K engagements

"OpenAI just pulled a code red on ChatGPT by shelving ads agents & Pulse so the team can fix quality speed & over-refusals in the core product. Altman also admitted $GOOGL Gemini is closing the gap & said OpenAI will ship a new reasoning model next week"
X Link 2025-12-02T12:13Z 315K followers, 40.4K engagements

"$JPM argues AI isnt a bubble because the cycle is being funded by real cash flow real demand & real infrastructure even as markets struggle to price a technology compounding far faster than traditional expectations. They think this mismatch only widens from here since Mag X forecasts show 2026 EPS growing past 20%"
X Link 2025-12-02T12:35Z 314.9K followers, 40.4K engagements

"Nvidias CFO Colette Kress says most new $NVDA AI chips are going into brand-new data center buildouts not replacing existing hardware. It reinforces that the AI cycle is still driven by expansion rather than upgrades"
X Link 2025-12-02T14:51Z 314.9K followers, 56.6K engagements

"$AMZN IS ROLLING OUT ITS LATEST AI CHIPS TO COMPETE DIRECTLY WITH $NVDA & $GOOGL All the updates: Trainium X UltraServers are live with XXX chips & 4x the compute of the prior generation. Amazon can connect thousands of them into clusters with up to one million chips. Anthropic remains Amazons primary training partner & scaling toward one million Trainium X chips. Scaling Trainium X depends on AWS securing enough power which is the constraint for every major player. Memory still trails Nvidia & Google which shows Amazon is competing on cost & integration rather than peak performance"
X Link 2025-12-02T16:11Z 314.9K followers, 97.1K engagements

"President Trump said he and $TSLA Elon Musk get along well adding that he likes Elon and appreciated his strong endorsement during the election"
X Link 2025-12-02T18:56Z 315.1K followers, 55.8K engagements

"$OKTA Q3 EARNINGS Sales $742M vs Est. $730M EPS $XXXX vs Est. $XXXX cRPO $2.33B -- up XX% YoY FY26 Guidance Sales $2.91B vs Est. $2.89B EPS $XXXX vs Est. $3.37"
X Link 2025-12-02T21:06Z 314.9K followers, 22.1K engagements

"Absolutely wild that $CRWD RPO has grown at XX% CAGR over the past five years 🤯"
X Link 2025-12-02T21:44Z 314.8K followers, 37.4K engagements

"$ONDS won a national autonomous border-protection program securing prime-contractor status over major defense primes. The first purchase order is expected in 2026 as Ondas delivers the drones launch systems & AI software powering the autonomous defense network"
X Link 2025-12-03T14:14Z 314.8K followers, 52.7K engagements

"@fiscal_ai Here are the key levels to watch for $CRWD on a potential entry that's using Price Action Concepts Indicator from LuxAlgo:"
X Link 2025-12-03T18:17Z 314.8K followers, 12.1K engagements

"$SNOW earnings in XX minutes 👀"
X Link 2025-12-03T20:36Z 314.9K followers, 15K engagements

"$SNOW Q3 EARNINGS Sales $1.21B vs Est. $1.18B EPS $XXXX vs Est. $XXXX Net Revenue Retention XXX% RPO $7.9B -- up XX% YoY FY26 Guidance Product Sales $4.5B vs Est. $4.4B Operating Margin X% vs. Est. X% Snowflake & Anthropic Announce $200M Partnership to Bring Agentic AI to Global Enterprises"
X Link 2025-12-03T21:08Z 314.9K followers, 50.5K engagements

"Jensen is making it clear that $NVDA is a platform because every major AI workflow (model training fine-tuning inference simulation robotics digital twins) is already built around Nvidias APIs & libraries The switching costs are enormous"
X Link 2025-12-03T22:21Z 315K followers, 48.8K engagements

"The real AI moat in 2026 will be whoever can distribute intelligence at the largest scale across hardware apps devices & enterprise workflows. Sam Altman knows this better than anyone which is why he called a Code Red last week. $GOOGL Gemini doesnt need to beat OpenAI model-for-model but just needs to be good enough to monetize the intelligence layer across products people already use every hour of the day"
X Link 2025-12-08T17:02Z 315K followers, 8597 engagements

"@PolymarketMoney This is huge for $NVDA because it reopens a multi-billion-dollar market that was effectively closed"
X Link 2025-12-08T18:10Z 315K followers, XXX engagements

"@LeverageShares $NVDA will be more than fine 😅"
X Link 2025-12-08T18:26Z 315K followers, 1153 engagements

"SOLAR STOCKS CRASH AFTER HOUSE PASSES TRUMP TAX BILL ENDING XX% ROOFTOP CREDIT: $SEDG -XX% $ARRY -XX% $ENPH -XX% $FSLR -X% 😳"
X Link 2025-05-22T11:56Z 315.1K followers, 175.4K engagements

"COMPANIES SUPPLYING THE CORE HARDWARE & AI SYSTEMS USED DIRECTLY IN HUMANOID ROBOTS $TSLA is building the robots & training the brains $NVDA & $AMD run the compute that drives them $LAZR $INVZ $LIDR & $INTC give them the eyes & depth perception to navigate the world"
X Link 2025-10-03T12:35Z 315.1K followers, 286.8K engagements

"10 MONOPOLIES SHAPING THE FUTURE X. $GOOGL owns search X. $TSM is the AI factory X. $TSLA leads real-world AI X. $ASML is the AI kingmaker X. $NVDA powers AI compute X. $AMZN built global logistics X. $AXON runs public safety tech X. $PLTR is AIs operating system X. $META dominates social media XX. $MSFT runs enterprise software"
X Link 2025-10-04T11:44Z 315K followers, 273.9K engagements

"5 COMPANIES POWERING $NVDA 800V DC ALLIANCE The biggest theme across Nvidia GTC event & the $AMZN $META $GOOGL & $MSFT earnings was compute demand is exploding but power delivery struggles to keep up. Thats why the Nvidias 800V DC Alliance matters since its how the next generation of AI factories will run nonstop without blowing through energy budgets or cooling limits. The companies in this group are building that layer of the AI stack: X. $STM scaling SiC devices from EVs to data center energy systems X. $AOSL supplying power control chips inside AI servers & networking gear X. $GEV"
X Link 2025-11-01T12:16Z 315.1K followers, 118.6K engagements

"I opened two new positions this week in the growth portfolio. Both companies are under $2B in market cap. Any guesses"
X Link 2025-11-08T14:10Z 315.1K followers, 417.1K engagements

"Every time $DUOL has dropped below 20x FCF over the past three years its been a great buy signal for a bounce"
X Link 2025-11-12T15:58Z 315.1K followers, 88.7K engagements

"SoftBanks CEO Son says he only sold $NVDA to free up cash for OpenAI because he thinks superintelligence will replace at least XX% of global GDP. its a reminder of how early we still are in this cycle and how big the model layer could get"
X Link 2025-12-01T12:40Z 315.1K followers, 54K engagements

"$BMNR down more than XX% 😳"
X Link 2025-12-01T14:33Z 315.1K followers, 60.8K engagements

"Tom Lee thinks Bitcoin $BTC takes out its all-time high by the end of Jan 2026"
X Link 2025-12-01T16:14Z 315.1K followers, 100K engagements

"$AMD CEO Lisa Su said at the UBS conference that memory is tightening across the stack. Thats exactly the environment that explains $MU XXX% YTD move as AI demand keeps pulling every HBM unit off the market"
X Link 2025-12-03T15:50Z 315.1K followers, 46K engagements

"If you told me at the start of the year that: Michael Burry would launch a Substack to call $PLTR $TSLA & $NVDA overvalued $GOOGL would move into the top three companies in the world Jensen Huang would show up on Joe Rogan The U.S. would have its longest government shutdown & market would still push to all-time highs I wouldn't have believed you"
X Link 2025-12-03T19:35Z 315.1K followers, 88.3K engagements

"@LeverageETFs $AVGO is going to kill it"
X Link 2025-12-08T15:29Z 315K followers, XXX engagements

"Polymarket odds are collapsing right now on the possibility of $NFLX being able to acquire $WBD 👀"
X Link 2025-12-08T19:41Z 315K followers, 3254 engagements

"$TSLA Optimus robot was handing out candy in Times Square today 👀"
X Link 2025-10-27T15:32Z 315.1K followers, 467.4K engagements

"$SHOP Q3 EARNINGS Sales $2.84B vs Est. $2.75B Operating Income $343M vs. Est. $311M GMV $92B vs Est. $89B MRR $193M vs Est. $195M Q4 Guidance Sales +24-28% vs Est. +24%"
X Link 2025-11-04T12:10Z 315.1K followers, 33K engagements

"Five names the market threw into the moat-vulnerable bucket that are now wildly undervalued: X. $DUOL at 18x FCF w/ a Rule-of-40 score of XX X. $ADBE at 14x FCF w/ a Rule-of-40 score of XX X. $MNDY at 20x FCF w/ a Rule-of-40 score of XX X. $HIMS growing XX% w/ XX% EBITDA margins at just 24x EBITDA X. $PYPL trading at a XXX PEG on the next three years of earnings The market is pricing these like their moats already collapsed but if any of them prove their moats still hold in the new digital economy then the rerate will be explosive"
X Link 2025-11-22T13:06Z 315.1K followers, 113.1K engagements

"These are the updated PEG ratios after the recent market pullback that's based on expected earnings growth over the next X years. PEG X usually means mispriced growth PEG X starts to push into the danger zone Popular names right now: $HOOD 3.9x $PLTR 3.8x $NOW 2.7x $GOOGL 2.6x $AAPL 2.5x $ASML 2.1x $ALAB 1.7x $AMZN 1.7x $MSFT 1.4x $SOFI 1.4x $CRM 1.4x $ADBE 1.3x $META 1.3x $TSM 1.2x $AVGO 1.2x $HIMS 0.8x $AMD 0.8x $ORCL 0.8x $PYPL 0.8x $NVDA 0.8x"
X Link 2025-11-23T15:35Z 315.1K followers, 205.4K engagements

"President Trump says hes already chosen the next Fed Chair and will announce it soon. Polymarkets odds are basically saying its Kevin Hassett 👀"
X Link 2025-12-01T00:00Z 315.1K followers, 73.1K engagements

"China is no longer the thing you need for the $NVDA bull case. The core story is that utilization is running at full capacity & management already has visibility into $500B of Blackwell & Rubin revenue through 2026 without any help from a China rebound"
X Link 2025-12-01T14:59Z 315.1K followers, 131.3K engagements

"President Trump just signaled Kevin Hassett will be the next Fed Chair. Hassett has spent his career arguing the economy runs faster when capital stays cheap & the Fed stays expansion-leaning. So freaking bullish"
X Link 2025-12-02T20:36Z 315.1K followers, 301.3K engagements

"$MSFT HAS NOT REDUCED SALES QUOTAS OR TARGETS FOR ITS SALES TEAM"
X Link 2025-12-03T15:37Z 315.1K followers, 42.2K engagements

"Go open your $HOOD app and look up $IREN. You'll see exactly why the stock is moving & you'll also see me on the opposite side of Jim Cramer on this one"
X Link 2025-12-03T20:18Z 315.1K followers, 72.1K engagements

"Last summer I kept having the same very public conversations about how SentinelOne was not about to take CrowdStrikes lunch even after the outage that stopped half the world for a few hours. The number of gurus insisting their expertise would prove I was too young to understand how a Y2K-level outage would be terminal was unbelievable. At this point the scoreboard speaks for itself: Before the July 19th outage $S at $XX $CRWD at $XXX XX months later $S now at $XX $CRWD now at $514"
X Link 2025-12-04T21:42Z 315.1K followers, 39K engagements

"To review -- here are the top X ways to invest in the $1.8T space economy 👇 X. $RKLB -- Innovating end-to-end space launch solutions from small-satellite launches with Electron to expanding capabilities in reusable rockets and in-space systems. X. $ASTS -- Pioneering satellite-based mobile broadband with SpaceMobile aiming to provide seamless global connectivity by bridging terrestrial networks and space. X. $RDW -- Delivering mission-critical space solutions from satellite components to in-space propulsion systems poised to capitalize on the growing demand for scalable and reliable space"
X Link 2024-12-29T14:37Z 315.1K followers, 25.1K engagements

"Here are the top X ways to invest in the $1.8T space economy 🧐 X. $RKLB -- Innovating end-to-end space launch solutions from small-satellite launches with Electron to expanding capabilities in reusable rockets and in-space systems. X. $ASTS -- Pioneering satellite-based mobile broadband with SpaceMobile aiming to provide seamless global connectivity by bridging terrestrial networks and space. X. $RDW -- Delivering mission-critical space solutions from satellite components to in-space propulsion systems poised to capitalize on the growing demand for scalable and reliable space infrastructure."
X Link 2025-01-05T11:59Z 315.1K followers, 100.2K engagements

"Biggest long-term position locked 👰🏼🤵🏻"
X Link 2025-09-07T21:24Z 315.1K followers, 1.5M engagements

"$SNAP UP MORE THAN XX% IN OVERNIGHT TRADING 😳"
X Link 2025-09-22T00:19Z 315.1K followers, 209.5K 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 315.1K followers, 452K engagements

"DATA CENTERS WILL EAT XX% OF U.S. POWER BY 2030 X 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 315.1K followers, 365.6K engagements

"WATCH THESE KEY FIB LEVELS ON THIS PULLBACK AI Utility $IREN -- $XX $CIFR -- $XX $GLXY -- $XX $WULF -- $X $CRWV -- $XXX AI Hardware $NVDA -- $XXX $TSM -- $XXX $ASML -- $XXX $ARM -- $XXX $AMD -- $XXX AI Connectivity $AVGO -- $XXX $ALAB -- $XXX $CRDO -- $XXX $MRVL -- $XX $ANET -- $XXX Space Economy $RKLB -- $XX $ASTS -- $XX $RDW -- $X $LUNR -- $XX $PL -- $XX Nuclear Energy $OKLO -- $XX $CCJ -- $XX $BWXT -- $XXX $CEG -- $XXX $VRT -- $XXX AI Infrastructure $MSFT -- $XXX $AMZN -- $XXX $GOOGL -- $XXX $DOCN -- $XX $NBIS -- $XX Cybersecurity $CRWD -- $XXX $PANW -- $XXX $ZS -- $XXX $NET -- $XXX $RBRK"
X Link 2025-10-11T12:36Z 315.1K followers, 591.5K 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 XX% 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 315.1K followers, 834.6K 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 315.1K followers, 697.1K engagements

"AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT XX YEARS Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles. Nuclear will anchor the baseload with $OKLO $SMR $BWXT & $CEG developing modular reactors that deliver nonstop clean power straight to AI campuses. Transmission & cooling will close the loop with $VST & $VRT expanding the grid and infrastructure that move the energy behind AIs next decade. Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG"
X Link 2025-10-12T12:25Z 315.1K followers, 379.4K engagements

"The idea that $SNOW & $PLTR compete was always ridiculous. Snowflake is the infra layer where data lives while Palantir is the application layer where that data actually gets operationalized. One is the brain & the other is the nervous system"
X Link 2025-10-16T11:39Z 315.1K followers, 98.2K engagements

"If $NFLX actually buys $WBD it would mark the shift from platform to media powerhouse by controlling both the content funnel & distribution. The disruptor that killed studios would become the studio. The irony writes itself"
X Link 2025-10-21T14:10Z 315.1K followers, 57.7K engagements

"THE TOP GROWTH PERFORMERS OF 2025 X. $OKLO +541% X. $IREN +541% X. $OPEN +398% X. $MP +354% X. $CIFR +345% X. $NBIS +323% X. $NVTS +294% X. $QBTS +289% X. $HOOD +275% XX. $ASTS +249% XX. $PL +237% XX. $EOSE +230% XX. $QS +224% XX. $PGY +213% XX. $ONDS +191%"
X Link 2025-10-25T09:52Z 315.1K followers, 189.6K engagements

"Raymond James just said the AI cloud will be a $350B market by 2030. They think the split looks like this: $MSFT XX% $ORCL XX% $CRWV XX% $GOOGL X% $AMZN X% $NBIS X% The wild part is Amazon at only 7%. AWS still has the largest base of enterprise relationships deepest cloud integration & biggest commerce engine behind it. If even a small slice of that base shifts AI workloads onto Bedrock + Trainium the rerate will be obvious. I'm buying the gap between what people think Amazon is and what it is actually building and that is why Amazon is now my biggest position"
X Link 2025-10-26T14:23Z 315.1K followers, 218.2K engagements

"GROWTH STOCKS TAKE THE STAGE NEXT WEEK Monday $CIFR $PLTR $HIMS $NVTS $BWXT Tuesday $AMD $SMCI $ANET $TEM $ALAB $TEM $UBER $RIVN $SHOP $SPOT $HUT $AXON $ZETA Wednesday $HOOD $IONQ $ARM $LMND $U $CCJ $DOCN $APP $DUOL $ELF $EOSE $JOBY $FTNT $RXRX Thursday $CELH $QBTS $OSCR $VST $DDOG $FOUR $JMIA $SOUN $ABNB $TTD $IREN $ACHR $SMR $OPEN $MP $XYZ"
X Link 2025-11-02T13:59Z 315.1K followers, 171.5K engagements

"Anthropic is now valued at $350B following the $NVDA & $MSFT partnership"
X Link 2025-11-18T16:05Z 315.1K followers, 32.1K engagements

"I laugh when people call $AMZN overvalued. It runs the most advanced logistics network in the world owns the strongest point-of-purchase ad business in the consumer economy & AWS now generates more profit than the entire retail arm. And it still trades cheaper than $WMT & $COST"
X Link 2025-11-26T15:33Z 315.1K followers, 125.5K engagements

"Welp not exactly the follow-through you want after telling everyone at Thanksgiving dinner that Bitcoin $BTC would clear $100K by year-end"
X Link 2025-12-01T02:06Z 315.1K followers, 111.4K engagements

"Michael Burry went on Substack saying $TSLA is ridiculously overvalued & that Musks comp plan will keep draining shareholders. He also took a swing at what he calls the Elon cult saying they rotate from EVs to autonomy to robots whenever competition shows up. He already has big positions against $NVDA & $PLTR so the entire post is filtered through a view that AI is just another hype cycle. If you think AI is a bubble then Burry sounds convincing but if you understand the scale of whats actually being built then his take feels like its coming from a market that doesnt really exist anymore"
X Link 2025-12-01T13:28Z 315.1K followers, 293K engagements

"BITCOIN $BTC JUST MOVED BACK ABOVE $90K"
X Link 2025-12-02T15:12Z 315.1K followers, 35.1K engagements

"$NVDA & $AMZN AWS are expanding their full-stack partnership to deliver a more secure higher-performance compute platform"
X Link 2025-12-02T16:02Z 315.1K followers, 48.8K engagements

"$ADBE is trading at its lowest earnings multiple in a decade 😳"
X Link 2025-12-02T18:26Z 315.1K followers, 75.8K engagements

"President Trump refers to Kevin Hassett as a potential Fed Chair. Polymarket pricing it at XX% still feels low 🤔"
X Link 2025-12-02T20:01Z 315.1K followers, 24.8K engagements

"IWTB Morning Stream $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $WULF $AMZN $MELI $AMD $NVDA $SOFI $APLD $AVGO $GOOGL $AMZN $MSFT $META"
X Link 2025-12-03T14:14Z 315.1K followers, 39.9K engagements

"$AMZN is building its own chips because controlling the silicon layer lets AWS shape performance pricing & deployment on its own schedule. The more deeply Trainium get woven into AWS workloads then the more locked in the ecosystem becomes & the more leverage Amazon gains in the AI infra race"
X Link 2025-12-03T15:18Z 315.1K followers, 35.7K engagements

"$CRM Q3 EARNINGS Sales $10.26B vs Est. $10.27B EPS $XXXX vs Est. $XXXX CRPO: $29.4B -- up XX% YoY FY26 Guidance Sales $41.5B vs Est. $41.3B EPS $XXXXX vs Est. $11.38"
X Link 2025-12-03T21:02Z 315.1K followers, 34.4K engagements

"$HIMS OFFICIALLY ENTERING CANADA AS ITS NEXT MAJOR INTERNATIONAL MARKET"
X Link 2025-12-04T12:35Z 315.1K followers, 65.6K engagements

"$NVDA partners with $PCG's Diablo Canyon Nuclear Plant to bring AI systems onsite -- marking its entry into nuclear energy 👀"
X Link 2024-11-13T17:49Z 315.1K followers, 150.4K engagements

"$JPM JAMIE DIMON SAYS THE BEST-CASE SCENARIO FOR THE U.S. ECONOMY IS NOW A RECESSION 👀"
X Link 2025-04-28T18:29Z 315.1K followers, 499.2K engagements

"$SOFI delivered 😏 Sales $962M vs Est. $891M EPS $XXXX vs Est. $XXXX Adj EBITDA XX% New Members +34% YoY to at least 3.5M FY25 Guidance Sales $3.54B vs Est. $3.45B EPS $XXXX vs Est. $XXXX GAAP Net $455M"
X Link 2025-10-28T11:10Z 315.1K followers, 217.5K engagements

"THE ELECTRICITY VALUE CHAIN $CCJ uranium supply $CEG nuclear baseload $SMR modular nuclear reactors $OKLO micro-nuclear generation $EOSE zinc long-duration storage $GEV power conversion hardware $VRT power distribution & cooling $VST flexible generation & storage $TSLA utility-scale lithium storage $FSLR thin-film solar for hyperscale $NNE utility-scale renewable buildout $TLN North American renewable generation $BWXT nuclear components & specialty fuel"
X Link 2025-11-08T12:42Z 315.1K followers, 503.1K engagements

"$GOOGL is rolling out AI Flight Deals globally alongside a new AI Mode trip planner with Canvas & agent-style booking for restaurants & events in the US. Puts direct pressure on $EXPE $BKNG & $ABNB as Google builds a full AI-native travel funnel from search to booking"
X Link 2025-11-17T17:58Z 315.1K followers, 123.3K engagements

"$NVDA delivered 😏 Sales $57B vs Est. $55B EPS $XXXX vs Est. $XXXX Data Center Sales $51.2B vs Est. $48.6B Gross Margins XX% vs. Est. XX% Q4 Guidance Sales $65B vs Est. $62B"
X Link 2025-11-19T21:20Z 315.1K followers, 171.4K engagements

"Michael Burry somewhere right now. $NVDA"
X Link 2025-11-19T21:32Z 315.1K followers, 700.1K engagements

"$NVTS & $GFS are partnering to scale U.S. GaN manufacturing for AI datacenters & high-demand power applications. A push to accelerate domestic GaN tech just as AI power needs surge"
X Link 2025-11-20T13:35Z 315.1K followers, 38.8K engagements

"THE GLOBAL SUPPLY CHAIN IS BEING REBUILT AROUND AI COMPUTE 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"
X Link 2025-11-23T14:04Z 315.1K followers, 288.4K engagements

"$NVDA just responded to the $GOOGL TPU headlines. Nvidia basically just said congrats on the TPUs while reminding everyone its still a full generation ahead and the only platform that can run every major AI model anywhere it needs to run"
X Link 2025-11-25T17:07Z 315.1K followers, 151.6K engagements

"$AAPL is preparing to use $INTC 18A process for entry-level M chips as early as 2027. The volumes are tiny relative to Apples core silicon roadmap so it doesnt move the needle for $TSM which will still own the high-end & high-volume work. What it does show is that IFS may have finally stopped bleeding & is starting to matter again & it confirms that Apple wants a U.S. second source in its supply chain"
X Link 2025-11-28T15:17Z 315.1K followers, 165.7K engagements

"MY FAVORITE SUB-$5B NAMES HEADING INTO 2026 X. $CLPT ClearPoint Neuro X. $DOCN DigitalOcean X. $EOSE Eos Energy X. $TMDX TransMedics X. $VKTX Viking Therapeutics X. $JMIA Jumia X. $ONDS Ondas X. $AEHR Aehr Test System"
X Link 2025-11-29T14:59Z 315.1K followers, 174.5K engagements

"Warren Buffetts basically saying investing is rigged in your favor if you have patience. You can sit there & watch pitch after pitch go by & refuse to care that everyone around you is swinging at everything out of FOMO since the market only punishes the swings you take not the ones you skip. Thats an insane advantage if you actually have the patience to use it"
X Link 2025-11-30T13:34Z 315.1K followers, 447.6K engagements

"Eric Schmidt is effectively describing a fork in the global AI system that will define the next decade. The U.S. is building closed frontier stacks while China is seeding the world with free LLMs that every startup can absorb. Chinas strategy makessense to me because it has the lowest-cost energy base for AI so open-sourcing its models accelerates ecosystem adoption at global scale. But even if China releases millions of small open models the highest-value workloads still end up running on $NVDA hardware inside $AMZN $MSFT & $GOOGL clouds & on enterprise platforms like $PLTR $SNOW & $NOW."
X Link 2025-11-30T15:25Z 315.1K followers, 172.7K engagements

"MY X BIGGEST GROWTH PORTFOLIO MISTAKES X. Not building size in the pure-play drone names when the window was wide open. I saw the opportunity in $ONDS bought shares at $XXXX but sold at $XXXX because the move felt too fast. I did restart the position at $XXXX but the hesitation cost me some upside. X. I believed the AI Utility names like $IREN & $CIFR were built for what I call the overflow era which is that brief high-margin window where AI compute demand outstrips what $AMZN AWS $MSFT Azure & $GOOGL Cloud can supply. What I underestimated was how long that imbalance would last & how"
X Link 2025-11-30T15:47Z 315.1K followers, 154K engagements

"I dont think people realize how bullish Kevin Hassett as the next Fed Chair would be for the market. Hassett has spent his entire career arguing that the economy accelerates when capital stays cheap & the Fed leans toward expansion instead of restraint. If Trump puts him back at the center of policy then the person shaping rate decisions becomes someone who consistently pushes for easier financial conditions & faster growth. A growth-first economist running monetary policy is about as market-friendly as it gets"
X Link 2025-12-01T00:21Z 315.1K followers, 369.7K engagements

"$IREN dilution doesn't bother me. They are using their strength today to eliminate the worst version of the future and to set themselves up for a real $GOOGL or $META or $MSFT partnership. Thats exactly what you want an AI Utility operator to do before stepping into multi-gigawatt commitments. Im fine taking on more volatility if it means owning one of the only operators that can grow into the AI power & compute buildout. That is the whole point of this theme. The AI Utility trade is not for everyone & if these scale-first decisions create stress then it probably means this corner of the"
X Link 2025-12-02T14:11Z 315.1K followers, 155.6K engagements

"$UBER & $NBIS Avride just launched a commercial robotaxi service in Dallas. Uber will expand coverage over time take over full fleet operations & begin matching some UberX & Comfort riders to Avride vehicles as the rollout"
X Link 2025-12-03T12:44Z 315.1K followers, 54.7K engagements

"$NVDA CEO Jensen Huang said we should expect a wave of small nuclear reactors within the next 6-7 years. $UUUU & $UEC are direct beneficiaries of federal stockpile buys for domestic supply $CCJ locks in pricing power as markets reset $OKLO & $SMR ride downstream demand for next-gen reactor cycles needing secure fuel"
X Link 2025-12-03T19:58Z 315.1K followers, 281.1K engagements

"$PATH Q3 EARNINGS Sales $411M vs Est. $393M EPS $XXXX vs Est. $XXXX Net Retention Rate XXX% ARR $1.78B -- up XX% YoY Q4 Guidance Sales $465M vs Est. $463M ARR $1.85B vs Est. $1.84B"
X Link 2025-12-03T21:13Z 315.1K followers, 58.4K engagements

"My thesis on $META has been that they are on track to become one of the largest AI compute platforms in the world built on top of the most engaged network ever created. I have been vocal that at some point Zuck would realize that the marginal return on another dollar invested in VR/AR is nowhere near the return on a dollar invested in AI training inference & the compute infrastructure arms race that is defining the next decade of competition. Todays shift confirms that recognition & removes the biggest capital-allocation overhang on the stock. I added more shares today"
X Link 2025-12-04T15:25Z 315.1K followers, 66.5K engagements

"Holy $ASTS 😳"
X Link 2025-12-04T15:59Z 315.1K followers, 101.5K engagements

"$AMZN profit engine is AWS and its growth engine is advertising and together those high-margin segments are now contributing $50B a quarter. The parts of Amazon that actually drive margin and valuation are becoming a larger share of total revenue while the low-margin retail base becomes more efficient through robotics and automated fulfillment. That mix of retail margin expansion and continued scale in AWS and ads is why this is my favorite name in the Mag X right now"
X Link 2025-12-04T17:26Z 315.1K followers, 123.3K engagements

"$NVDA CEO Jensen Huang said the US must invest far more in energy capacity because every new industry sits on top of it. There are no new industries you can grow without energy"
X Link 2025-12-05T00:39Z 315.1K followers, 75.4K engagements

"TEN MOST LIKELY CANDIDATES FOR S&P XXX INCLUSION TODAY AFTER THE BELL X. $SOFI SoFi X. $RDDT Reddit X. $VEEV Veeva X. $PSTG Pure Storage X. $ZM Zoom X. $ALAB Astera Labs X. $VRT Vertiv X. $MSTR Strategy X. $COHR Coherent XX. $AFRM Affirm"
X Link 2025-12-05T11:24Z 315.1K followers, 520.1K engagements

"This is the cleanest snapshot of who is actually manufacturing the AI economy and who is leasing their way into it. $GOOGL $MSFT $META & $AMZN can push 50-80% of operating cash flow into capex without stressing the balance sheet which is why they will continue to define the pace of AI compute networking & data-center buildouts. $ORCL by contrast is carrying 4x the leverage to chase the same cycle which is why the market has been repricing their stock over the past month. $CRWV sits above 7x because their economics only work if they scale quickly enough to refinance on better terms. I do think"
X Link 2025-12-05T12:53Z 315.1K followers, 116.7K engagements

"$META just secured a wave of AI data deals with major news publishers including USA Today People CNN & Fox News. Meta is clearly building a broader training pipeline by locking in commercial access to premium newsroom data"
X Link 2025-12-05T13:03Z 315.1K followers, 36.7K engagements

"Holy $RBRK 😳 Their earnings yesterday validated why it was one of my top 2026 picks. Rubrik is positioning itself as THE vault securing the future of AI data"
X Link 2025-12-05T15:24Z 315.1K followers, 69.1K engagements

"$CVNA IS NOW OFFICIALLY INCLUDED IN THE S&P 500"
X Link 2025-12-05T22:19Z 315.1K followers, 106.8K engagements

"MY TOP X GROWTH POSITIONS HEADING INTO 2026 X. $RKLB building future of space logistics X. $CLPT navigation platform for neurosurgeons X. $JMIA scaling logistics across Africa X. $EOSE powering the grid with long-duration zinc storage X. $TMDX expanding organ care with fleet & network effect Total return since 2023: +335% vs +63% for the S&P 500"
X Link 2025-12-06T14:58Z 315.1K followers, 199.9K engagements

"$AMZN ad business should be worth $350B It is already a $65B biz growing XX% with XX% margins. $META trades 13x EBITDA w/ Meta Ads up XX% $GOOGL trades 19x EBITDA w/ YouTube ads up XX% $TTD trades 14x EBITDA growing XX% If you apply a 15x EBITDA multiple to Amazon's ad unit (which is the second fastest advertising engine at scale) then you arrive at $350B of value. That is XX% of Amazon's market cap before you even touch AWS or retail"
X Link 2025-12-07T14:16Z 315.1K followers, 102K engagements

"Lutnick just said U.S. needs a real nuclear arsenal & power capacity to anchor its future strength $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $EOSE long-duration storage"
X Link 2025-12-07T15:43Z 315.1K followers, 350.8K engagements

"$JPM data shows the cost of using AI collapsing toward commodity pricing which is great for adoption but brutal for foundational model economics. It validates $META strategy because giving the models away lets them own the ecosystem & capture the real value through engagement ads & platform scale"
X Link 2025-12-07T16:14Z 315.1K followers, 62.5K engagements

"$MSFT & $ORCL are heavily tethered to OpenAI for their AI backlog. $AMZN is building AI demand without that dependence which makes AWS growth cleaner while the other two look like a leveraged bet on OpenAI"
X Link 2025-12-07T16:56Z 315.1K followers, 74.4K engagements

"Elon Musk saying that the next leg of AI scaling wont come from squeezing more power on Earth but from adding compute through low-cost satellites that plug directly into Starlink. The market is completely mispricing how explosive the space economy is about to get over the next X years. $RKLB can put the hardware up there & $ASTS can move the data if space-based compute actually happens"
X Link 2025-12-07T17:33Z 315.1K followers, 213.1K engagements

"$GOOGL & $NEE are partnering on multi-gigawatt U.S. data center campuses with dedicated power for accelerating AI demand. The first three sites are already in development with XXX GW operating or contracted"
X Link 2025-12-08T12:25Z 315.1K followers, 76.7K engagements

"The timing of this post couldnt be better with the news that $IBM is buying $CFLT 👀"
X Link 2025-12-08T13:08Z 315.1K followers, 12.2K engagements

"President Trump is signing a One Rule AI order that replaces XX state approval regimes with a single federal framework. It signals the administration wants AI platforms to scale faster by removing regulatory friction & uncertainty. We're still so early in the AI cycle"
X Link 2025-12-08T13:44Z 315.1K followers, 101.8K engagements

"This chart basically sums up 2025 where the market is rewarding the extremes & ignoring everything in the middle. The market is paying up for early category leaders in AI space quantum & nuclear because the policy backdrop is creating a demand vacuum that pulls those themes forward faster than anyone expected. At the same time the Mag-7 keep getting rerated as the long-term toll booths of the AI economy since they own the compute data & distribution layers everyone else has to build on. Everything outside those buckets is stuck in the middle where you are either exposed to GenAI disruption or"
X Link 2025-12-08T14:03Z 315.1K followers, 25.2K engagements

"Polymarket odds are collapsing right now on the possibility of $NFLX being able to acquire $WBD"
X Link 2025-12-08T19:42Z 315.1K followers, 29.9K engagements

"$GOOGL & $AAPL are partnering to make switching between iPhone &Android smoother. The next phase of AI (agents multimodal assistants on-device inference) requires users to be on newer hardware so reducing switching friction helps accelerate refresh cycles. If switching stays painful then people keep old phones longer which slows down how fast Apple & Google can push AI agents to billions of users at scale"
X Link 2025-12-08T21:08Z 315.1K followers, 35K engagements

"I really hope $NFLX lands the $WBD deal. The new digital economy every screen becomes a programmable surface & every franchise becomes a reusable digital asset that can be recombined extended personalized & monetized across SO many formats. Youd have the leading global distribution platform absorbing one of the last great legacy IP vaults plus a studio engine that can manufacture franchise extensions on command. It could genuinely be the move that launches Netflix toward a trillion-dollar valuation"
X Link 2025-12-08T21:23Z 315.1K followers, 53.9K engagements

"$NVDA gained $200B today on H200 approval. One phone call from Trump and Jensen basically added a Fortune-100 company in market cap. And if China revenue really comes back next year then that could stack another $2530B in annual sales on top"
X Link 2025-12-08T22:19Z 315.1K followers, 154.3K engagements

"Tiger Global says $GOOGL Waymo is now running 450k paid rides per week which is almost double Aprils 250k as it expands onto freeways and into new cities. They argue that surge is justified because Waymo is already 10x safer than human drivers"
X Link 2025-12-09T11:50Z 315.1K followers, 186.2K engagements

"$MSFT is putting $18B into India (its largest investment in Asia) to build out the countrys AI infrastructure & talent base"
X Link 2025-12-09T13:17Z 315.1K followers, 29.2K engagements

"$IREN is building Horizon with XXX miles of high-bandwidth fiber & two 100MW GPU superclusters. AI demand is scaling faster than traditional build timelines & IREN is one of the few operators that can deliver the power-secured capacity at the speed this cycle now requires"
X Link 2025-12-09T14:08Z 315.1K followers, 88.6K engagements

"$GOOGL Gemini is starting to win engagement. The AI economy will be shaped by who can hold user attention long enough to turn AI usage into everyday habit because that is what ultimately drives monetization. Higher minutes per visit indicate Gemini is building more sustained interaction loops which raises the probability that users default to Googles model across Search Workspace Android & the broader ecosystem"
X Link 2025-12-09T14:47Z 315.1K followers, 50.8K engagements

"HOLY $PLTR 😳"
X Link 2025-12-10T01:22Z 315.1K followers, 387.1K engagements

"$ADBE is bringing Photoshop Express & Acrobat directly into ChatGPT. It helps with the GenAI-disruption narrative by turning Adobes tools into embedded infrastructure for AI creation rather than something AI replaces"
X Link 2025-12-10T14:11Z 315.1K followers, 45.8K engagements

"$GOOGL DeepMinds CEO says AGI is about XX years away"
X Link 2025-12-10T14:51Z 315.1K followers, 40.4K engagements