@Tickerwire Ticker Wire

Ticker Wire posts on X about ai, $uuuu, ceo, target the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Mentions: [---] #

Followers: [-----] #

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

Social Influence

Social category influence stocks 74.2% technology brands 36.4% finance 36.4% countries 16.25% cryptocurrencies #7423 celebrities 5.65% currencies 4.95% automotive brands 4.24% financial services #1587 exchanges 1.06%

Social topic influence ai 36.4%, $uuuu #2, ceo #1638, target #1396, $crml #1, $mp #1, $uamy #2, $usar #1, $lac #1, $nvda #543

Top accounts mentioned or mentioned by @grok @catwongbb @bht124434 @blue_eyes3532 @evag6068 @solomonspools @dndudndu223 @sigmafemale1818 @hwy280 @missy97561248 @kenwhippin @mickectr82 @jweil130 @ghconger @speaktruthsnow @ctoledo84 @askxeela @billackman @masonismyname @greg06679569

Top assets mentioned Energy Fuels Inc. (UUUU) Critical Metals Corp. Ordinary Shares (CRML) MP Materials Corp. (MP) USA Rare Earth, Inc. Class A Common Stock (USAR) Lithium Americas Corp. Common Shares (LAC) NVIDIA Corp. (NVDA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Cipher Mining Inc. Common Stock (CIFR) Redwire Corporation (RDW) Iris Energy Limited (IREN) Rocket Lab USA, Inc. Common Stock (RKLB) Intuitive Machines, Inc. (LUNR) CoreWeave, Inc (CRWV) Micron Technology, Inc. (MU) Bitfarms Ltd. (BITF) TeraWulf Inc. (WULF) Kratos Defense & Security Solutions, Inc. (KTOS) Ondas Holdings Inc. Common Stock (ONDS) Planet Labs PBC (PL) CLEANSPARK INC (CLSK) Palantir Technologies Inc. (PLTR) Centrus Energy Corp. (LEU) Nebius Group N.V. Class A Ordinary Shares (NBIS) Western Digital Corp (WDC) Amazon.com, Inc. (AMZN) Unusual Machines, Inc (UMAC) Oklo Inc. (OKLO) Uranium Energy Corp. (UEC) Sandisk Corporation (SNDK) Applied Materials, Inc. (AMAT) NuScale Power Corporation (SMR) NextEra Energy Inc (NEE) Constellation Energy Corp (CEG) Metadium (META) NANO Nuclear Energy Inc. (NNE) Uber Technologies, Inc. (UBER) Hims & Hers Health, Inc. (HIMS) Stacks (STX) Tesla, Inc. (TSLA) retard to retired (R/R) Alphabet Inc Class A (GOOGL) Voyager Technologies, Inc. (VOYG) Novo-Nordisk (NVO) Bloom Energy Corporation (BE) Mobileye Global Inc. (MBLY) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) OpenServ (SERV) Paramount Skydance Corporation Class B Common Stock (PSKY)

Top Social Posts

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

"Navitas $NVTS has unveiled a [--] kW GaN DC-DC platform for AI data centers delivering 98.5% efficiency and [---] kW/in power density. The 800V architecture enables cooler faster operation for next-gen AI workloads like $NVDA Nvidia Rubin"
X Link 2026-02-09T13:49Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance: We will establish reference prices for critical minerals at each stage of production pricing that reflects real world fair market value. $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have"
X Link 2026-02-15T08:45Z [----] followers, 40.6K engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML Secretary Lutnick on putting America First in the race for critical minerals: Were going to make investments put capital form partnerships and design outcomes that are good for the United States of America. $MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance: We will establish reference prices for critical minerals at each stage of production pricing that reflects real world fair market value. https://t.co/rpABivMU1F $MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance: We will establish reference prices for critical minerals at each stage of"
X Link 2026-02-18T09:07Z [----] followers, [----] engagements

"$TSLA $MBLY $AMZN $NVDA $SERV $RR Elon Musk plans an "Optimus Academy" to train [-----] to [-----] Tesla robots via real world self-play. The facility aims to close the "sim-to-reality" gap by combining physical testing with millions of virtual trials. $TSLA $MBLY $AMZN $NVDA $SERV $RR Elon Musk: "In [--] to [--] years youll have tens of billions of humanoid robots that will make you anything or provide any service you want for basically next to nothing." https://t.co/aageDZO8Eb $TSLA $MBLY $AMZN $NVDA $SERV $RR Elon Musk: "In [--] to [--] years youll have tens of billions of humanoid robots that will make"
X Link 2026-02-18T16:52Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML The U.S. is strengthening domestic critical mineral supply chains to end foreign dependence and trade weaponization. "What we had before was other countries selling to us inexpensively. Until its weaponized." $MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance: We will establish reference prices for critical minerals at each stage of production pricing that reflects real world fair market value. https://t.co/rpABivMU1F $MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance: We will establish reference prices for critical minerals at each stage of"
X Link 2026-02-18T17:08Z [----] followers, [---] engagements

"Microsoft $MSFT clarified it has no commercial relationship with $RR Richtech Robotics after the company gained $370M in market cap on news of a close collaboration. The engagement is part of a standard customer program not a revenue generating partnership. Richtech Robotics $RR and Microsoft $MSFT are advancing agentic AI with Azure-powered ADAM robots enhancing vision voice and autonomous reasoning for natural adaptive interactions. The partnership will expand to logistics hospitality and manufacturing applications. https://t.co/qJtYxLHJfH Richtech Robotics $RR and Microsoft $MSFT are"
X Link 2026-01-29T17:54Z [----] followers, [----] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang tells CNBC that OpenAI and Anthropic are "making great money" but remain compute-constrained as demand for hardware hits an inflection point where even 6-year-old GPUs are rising in price. Nvidia $NVDA CEO Jensen Huang defends the industrys $660B AI spending spree as a "once-in-a-generation" buildout. Jensen cites skyrocketing demand for Blackwell chips predicting a [--] to [--] year cycle to reach sustainable global capacity https://t.co/LgSGy1eGoV Nvidia $NVDA CEO Jensen Huang defends the industrys $660B AI spending spree as a"
X Link 2026-02-07T03:13Z [----] followers, [----] engagements

"$TSLA $MBLY $AMZN $NVDA $SERV $RR Barclays' "Decade of the Robot" report projects the AI robotics market to hit $1T by [----]. Led by advances in "brains brawn and batteries" the shift to physical AI is driven by AV and humanoids with Amazon already deploying over 1M units. $TSLA $MBLY $AMZN $NVDA $SERV $RR NVIDIA CEO Jensen Huang: "The world faces a shortage of [---] million workers due to aging populations." "Humanoid robotics will bridge this gap in a $50 trillion industry." https://t.co/sfrKz2Azhh $TSLA $MBLY $AMZN $NVDA $SERV $RR NVIDIA CEO Jensen Huang: "The world faces a shortage of 100"
X Link 2026-02-18T04:49Z [----] followers, [---] engagements

"Starboard Value is urging $RIOT Riot Platforms to accelerate its transition to a data center model. By increasing its stake to 12.7M shares the activist investor aims to pivot Riot toward AI and hyperscaler infrastructure to maximize the value of its 1.7GW power capacity. Riot Platforms $RIOT has acquired [---] acres at Rockdale Texas for $96M funded by selling around [----] $BTC Bitcoin to expand its data center business. Riot also signed a 10-year 25MW lease with $AMD AMD with extensions and expansion options totaling up to 200MW. https://t.co/6YnTcMjxjk Riot Platforms $RIOT has acquired 200"
X Link 2026-02-18T05:42Z [----] followers, [---] engagements

"NVIDIA $NVDA and $META Meta have signed a multiyear partnership to build hyperscale AI infrastructure. Meta will deploy millions of Blackwell and Rubin GPUs alongside Grace and Vera CPUs marking the first large scale Grace-only server deployment to power next generation AI. Corning $GLW and Meta $META have signed a $6B deal to build advanced U.S. AI data centers. As anchor customer Meta will fund the expansion of Cornings Hickory plant into the worlds largest fiber facility securing the domestic supply of next generation optical tech. https://t.co/aMMHa0hll3 Corning $GLW and Meta $META have"
X Link 2026-02-18T06:01Z [----] followers, [---] engagements

"$TSLA $MBLY $AMZN $NVDA $SERV $RR Elon Musk: "In [--] to [--] years youll have tens of billions of humanoid robots that will make you anything or provide any service you want for basically next to nothing." $TSLA $MBLY $AMZN $NVDA $SERV $RR NVIDIA CEO Jensen Huang: "The world faces a shortage of [---] million workers due to aging populations." "Humanoid robotics will bridge this gap in a $50 trillion industry." https://t.co/sfrKz2Azhh $TSLA $MBLY $AMZN $NVDA $SERV $RR NVIDIA CEO Jensen Huang: "The world faces a shortage of [---] million workers due to aging populations." "Humanoid robotics will bridge"
X Link 2026-02-18T08:45Z [----] followers, [---] engagements

"$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS Secretary of War Pete Hegseth: "President Trump is hell bent on maintaining and accelerating the most powerful lethal and American made military the world has ever seen." $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump on increasing the military budget: We have the best equipment in the world we make the best equipment in the world. We need it because there are some real threats out there. https://t.co/XSpImIvBHf $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump on increasing the military budget: We have the best equipment in the world we make the"
X Link 2026-02-18T10:59Z [----] followers, [---] engagements

"Eli Lilly $LLY reports superior results from its TOGETHER-PsO trial. Combining Taltz and Zepbound achieved 40.6% complete skin clearance versus 29.0% for Taltz alone. The combo also met the primary goal of 10% weight loss plus total clearance in 27.1% of patients. Eli Lilly $LLY will invest over $3.5B to build a new manufacturing facility in Fogelsville Pennsylvania producing injectable medicines and devices including next generation weightloss therapy retatrutide. Construction will start in [----] with operations expected by [----]. https://t.co/TjsfRU3Q6U Eli Lilly $LLY will invest over $3.5B"
X Link 2026-02-18T15:56Z [----] followers, [---] engagements

"Google $GOOGL launches the Lyria [--] AI music model in Gemini enabling users to generate [--] second vocal or instrumental tracks via text image or video prompts. The beta includes automatic lyric generation and SynthID watermarking with a rollout starting today on desktop. Alphabet $GOOGL CEO Sundar Pichai confirms $AAPL Apple has selected Google Cloud as its preferred provider for next generation AI models. Google Clouds backlog surged 55% sequentially to $240 billion in Q4 driven by explosive demand for Gemini and enterprise AI tools. https://t.co/fB7WLMQoLV Alphabet $GOOGL CEO Sundar Pichai"
X Link 2026-02-18T16:35Z [----] followers, [---] engagements

"Figure Technology Solutions $FIGR reports a strong [----] with $8.4B in marketplace volume and a surge in GAAP net income to $131.5M. Backed by 131% YoY growth in Q4 loan volume Figure is successfully scaling its blockchain-native lending ecosystem with over 50% EBITDA margins"
X Link 2026-02-13T20:51Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance on critical minerals: "We want members to form a trading bloc among allies. One that guarantees American access to American industrial might while expanding production across the entire zone." $MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance: We will establish reference prices for critical minerals at each stage of production pricing that reflects real world fair market value. https://t.co/rpABivMU1F $MP $UUUU $UAMY $USAR $LAC $CRML Vice President JD Vance: We will establish reference prices for critical minerals at each stage"
X Link 2026-02-15T19:03Z [----] followers, [----] engagements

"NVIDIA $NVDA has exited its equity stakes in $WRD WeRide $APLD Applied Digital and Arm Holdings $ARM as of its latest 13F filing. The firm is reallocating capital into larger infrastructure nodes disclosing new multi billion dollar positions in $INTC Intel and $NOK Nokia. Intel $INTC agrees to sell [-----] million shares to Nvidia $NVDA for $5 billion according to an SEC filing. https://t.co/Zl46eRo26z Intel $INTC agrees to sell [-----] million shares to Nvidia $NVDA for $5 billion according to an SEC filing. https://t.co/Zl46eRo26z"
X Link 2026-02-18T12:23Z [----] followers, [---] engagements

"DA Davidson reiterates $MP MP Materials at Buy with an $82 price target. Analyst Matt Summerville highlights a 41% surge in NdPr prices YTD and the companys push toward vertical integration with heavy rare earth production and commercial magnet output both targeted for [----]. $UUUU $UAMY $USAR $LAC $CRML MP Materials $MP is ramping U.S. rare earth production with a new 10x facility. CEO Litinsky says this will cut China out of the supply chain meeting all domestic demand and dropping reliance from 70% to zero by [----]. https://t.co/J8cRW02uMB $UUUU $UAMY $USAR $LAC $CRML MP Materials $MP is"
X Link 2026-02-18T16:27Z [----] followers, [----] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV AWS CEO Matt Garman: "Even with all these investments we will be capacity constrained for the next couple of years. We will sell every single server and every single bit and we will wish we had more." $IREN $CLSK $CIFR $BITF $WULF $CRWV Anthropic CEO Dario Amodei: "The amount of compute being built will likely triple every year through [----]. We are moving from [--] to 15GW in [----] to 300GW by 2029." https://t.co/xZrH8fMuwG $IREN $CLSK $CIFR $BITF $WULF $CRWV Anthropic CEO Dario Amodei: "The amount of compute being built will likely triple every year through"
X Link 2026-02-18T17:22Z [----] followers, [----] engagements

"$OKLO $SMR $NEE $WULF $IREN $EOSE Texas regulators have approved Pacifico Energys GW Ranch in West Texas the largest U.S. power project with [----] GW of gas generation battery storage and solar. The private-grid site will power hyperscale data centers and AI workloads. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going"
X Link 2026-02-02T07:32Z [----] followers, [----] engagements

"$OKLO $SMR $NEE $CEG $LEU $UEC $UUUU BofA notes the U.S. operates the worlds largest nuclear fleet. Together with China and France the three generate over [----] TWh annually accounting for about 58% of global nuclear output as other regions move to catch up. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into"
X Link 2026-02-02T10:24Z [----] followers, [----] engagements

"FHFA Director Bill Pulte says $FNMA Fannie Mae and $FMCC Freddie Mac are "definitely ready" for a [---] to 5% secondary offering. Sec. Bessent confirms a conservatorship exit remains part of the picture while a $200B bond plan aggressively targets lower rates. FHFA Director Bill Pulte confirms $FNMA Fannie Mae and $FMCC Freddie Mac are "definitely ready" for an IPO. The plan involves selling a 2.5% to 5% stake valuing the GSEs at up to $700B while maintaining critical federal mortgage guarantees. https://t.co/XVDDsnwyqD FHFA Director Bill Pulte confirms $FNMA Fannie Mae and $FMCC Freddie Mac"
X Link 2026-02-06T16:44Z [----] followers, 102.6K engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." $MP $UUUU $UAMY $USAR $LAC $CRML U.S. Treasury Sec. Scott Bessent: China spent [--] years building rare earth dominance while the U.S. has been asleep. Washington will move at warp speed over the next [--] years to reduce reliance on China. https://t.co/nOeauJRX0N $MP $UUUU $UAMY $USAR $LAC $CRML U.S. Treasury Sec. Scott Bessent: China spent [--] years building rare earth dominance"
X Link 2026-02-08T14:15Z [----] followers, 70.5K engagements

"$ASTI $RKLB $ASTS $LUNR $PL $RDW $TE Space is on track to hit $1T by [----] as launch costs plummet. Analysts predict a "gold rush" shift for polluting sectors moving AI data centers and mining into orbit to leverage 24/7 solar energy and the vacuum for passive cooling. $AMZN $RKLB $ASTS $LUNR $PL $RDW Space economy is at an inflection point projected to hit $1.8T by [----] per McKinsey. This growth spans "backbone" hardware like satellites and "reach" applications that help non-space industries generate massive new revenue. https://t.co/cGEpbCPE42 $AMZN $RKLB $ASTS $LUNR $PL $RDW Space economy"
X Link 2026-02-08T23:47Z [----] followers, [----] engagements

"$OKLO $SMR $NEE $CEG $LEU $UEC $NNE American energy enters a new era as the US resumes LNG exports halts power plant retirements and accelerates a nuclear renaissance. These strategic pillars secure the baseload power necessary to lead the global AI race. $OKLO $SMR $NEE $CEG $LEU $UEC $UUUU BofA notes the U.S. operates the worlds largest nuclear fleet. Together with China and France the three generate over [----] TWh annually accounting for about 58% of global nuclear output as other regions move to catch up. https://t.co/fe4XSAiHV7 $OKLO $SMR $NEE $CEG $LEU $UEC $UUUU BofA notes the U.S."
X Link 2026-02-09T06:06Z [----] followers, [----] engagements

"$RKLB $ASTS $LUNR $PL $RDW $SATL $FLY SpaceX is targeting a historic June [----] IPO at a $1.5T valuation following its merger with xAI. This milestone is expected to drive a massive wave of capital into the broader space sector validating orbital infrastructure for the AI era. $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has acquired xAI with Elon Musk outlining plans to scale AI using space-based compute. Elon estimates launching 1M tons of satellites could add around [---] GW of AI compute annually with a path to [--] TW within a few years. https://t.co/woj054GGOj $RKLB $ASTS $LUNR $PL $RDW $SATL"
X Link 2026-02-09T11:05Z [----] followers, [----] engagements

"Nebius Group $NBIS reports Q4 revenue up 547% to $227.7M hitting a $1.25B ARR milestone. With over 2GW of power secured and a new $375M Uber $UBER backed robotaxi launch Nebius is scaling toward an ambitious $7B to $9B ARR target by end of [----]. Nebius $NBIS reported Q4 revenue of $227.7M up 547% YoY despite missing analyst estimates. Net losses widened to $249.6M as the firm deployed $2.1B in Q4 CapEx to secure 2GW of power and prepare for NVIDIA $NVDA Rubin shipments in H2 [----]. https://t.co/1xfSQxMybc Nebius $NBIS reported Q4 revenue of $227.7M up 547% YoY despite missing analyst"
X Link 2026-02-13T07:49Z [----] followers, [----] engagements

"$ASTI $RKLB $ASTS $LUNR $RDW $VOYG SpaceX and Blue Origin are the primary commercial drivers in this new era with Elon Musks recent pivot to Moonbase Alpha and Jeff Bezoss focus on his Blue Moon lander to secure dominance before Chinas [----] mission. $ASTI $RKLB $ASTS $LUNR $PL $RDW $TE NASA Administrator Jared Isaacman is accelerating nuclear space propulsion and lunar reactor deployment to secure American superiority. "The Chinese said theyre going to do it were going to do it first." https://t.co/KoWwenxL3K $ASTI $RKLB $ASTS $LUNR $PL $RDW $TE NASA Administrator Jared Isaacman is"
X Link 2026-02-15T07:33Z [----] followers, [----] engagements

"$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS Emil Michael on the Department of Wars new Drone Dominance initiative. "We have to have a robust small drone program a robust large drone program and an even more robust counter drone program." $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS The U.S. Department of Defenses [----] National Defense Strategy highlights four key lines of effort: [--]. Defend the U.S. homeland [--]. Deter China in the Indo-Pacific [--]. Increase allied burden sharing [--]. Strengthen the defense industrial base https://t.co/DMQDSDQtmP $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS The U.S. Department of Defenses"
X Link 2026-02-15T08:14Z [----] followers, [----] engagements

"$NFLX Warner Bros. $WBD is weighing reopening sale negotiations with $PSKY Paramount. WBD is evaluating a revised $108B offer from Paramount Skydance that includes a $30 per share cash bid a $2.8B breakup fee coverage and a $650M quarterly ticking fee for regulatory delays Paramount Skydance $PSKY is in talks to nominate Pentwater Capitals Matt Halbower to the $WBD Warner Bros. board to derail $NFLX Netflixs $83B takeover bid. The move scales up the proxy fight as Paramount pushes its superior $30/share all-cash tender offer. https://t.co/iuHWW0KK9C Paramount Skydance $PSKY is in talks to"
X Link 2026-02-15T20:12Z [----] followers, [----] engagements

"$OKLO $SMR $NEE $CEG $LEU $UEC $NNE Nuclear energy demand is surging as the AI race intensifies creating a fuel bottleneck. To end a 20% reliance on Russia by [----] the DOE is investing $2.7B to rebuild domestic enrichment and secure HALEU for next generation reactors. $OKLO $SMR $NEE $CEG $LEU $UEC $NNE American energy enters a new era as the US resumes LNG exports halts power plant retirements and accelerates a nuclear renaissance. These strategic pillars secure the baseload power necessary to lead the global AI race. https://t.co/4o8AfxAY1B $OKLO $SMR $NEE $CEG $LEU $UEC $NNE American"
X Link 2026-02-16T03:06Z [----] followers, [----] engagements

"$ABBV $BMY $MRK $PFE $AZN $LLY $NVO President Trump on the launch of TrumpRx: Americans will now pay equal to the lowest price for prescription drugs anywhere in the world. Its a tremendous reduction $NVO $LLY $AZN $PFE $HIMS $MRK $AMGN Pres. Trump officially launched TrumpRx calling it the biggest thing in healthcare in decades. The program targets [--] high-demand drugs like Ozempic and Gonal-F with discounts up to 90% aiming to bypass middlemen for cash-paying patients. https://t.co/9Ud4CLDOAb $NVO $LLY $AZN $PFE $HIMS $MRK $AMGN Pres. Trump officially launched TrumpRx calling it the biggest"
X Link 2026-02-16T17:56Z [----] followers, [----] engagements

"Ondas Holdings $ONDS subsidiary Sentrycs has deployed its C-UAS technology to the German State Police. The non-jamming "Cyber-over-RF" system identifies drone serial numbers and operator locations. Sentrycs Scout debuts at Enforce Tac [----] targeting a $9.8 billion market. Ondas $ONDS has acquired UK-based Rotron Aerospace adding long-range autonomous strike platforms and a NATO manufacturing footprint to its defense portfolio. With a $959M capital raise and a record $30M demining contract Ondas is scaling rapidly to meet global demand. https://t.co/TWxviy7EBd Ondas $ONDS has acquired UK-based"
X Link 2026-02-17T13:52Z [----] followers, [---] engagements

"SoftBank Group has officially dissolved its entire stake in $NVDA NVIDIA per a new SEC filing. The exit from the $5.8B position provides capital for Masayoshi Sons pivot toward OpenAI and $ARM Arm holdings as SoftBank seeks to dominate the artificial superintelligence era"
X Link 2026-02-17T17:12Z [----] followers, [---] engagements

"Ormat Technologies $ORA signs a 150MW geothermal deal with NV Energy to power $GOOGL Googles Nevada data centers. Utilizing the Clean Transition Tariff the multi-site project provides carbon free 24/7 power for AI demand with facilities launching between [----] and 2030"
X Link 2026-02-17T19:33Z [----] followers, [---] engagements

"Warner Bros. Discovery $WBD reopens talks with $PSKY Paramount Skydance after signals of a bid hike to at least $31 per share. Netflix $NFLX grants a [--] day waiver through February [--] for Warner Bros. to secure a "best and final" offer. $NFLX Warner Bros. $WBD is weighing reopening sale negotiations with $PSKY Paramount. WBD is evaluating a revised $108B offer from Paramount Skydance that includes a $30 per share cash bid a $2.8B breakup fee coverage and a $650M quarterly ticking fee for regulatory delays https://t.co/2old50FAEM $NFLX Warner Bros. $WBD is weighing reopening sale negotiations"
X Link 2026-02-18T12:04Z [----] followers, [---] engagements

"Figure Technology Solutions $FIGR prices an upsized secondary offering of [-------] blockchain native shares at $32.00 per share. Alongside the sale of 4.6M Class A shares by stockholders the company will repurchase $10M of its own stock to manage dilution. Figure Technology Solutions $FIGR reports a strong [----] with $8.4B in marketplace volume and a surge in GAAP net income to $131.5M. Backed by 131% YoY growth in Q4 loan volume Figure is successfully scaling its blockchain-native lending ecosystem with over 50% EBITDA margins. https://t.co/wVz8Qft3Ri Figure Technology Solutions $FIGR reports"
X Link 2026-02-18T15:39Z [----] followers, [---] engagements

"$NVDA Nvidias largest 13F holding is now $CRWV CoreWeave. Other top positions include $ARM Arm $APLD Applied Digital $NBIS Nebius and $RXRX Recursion Pharmaceuticals"
X Link 2025-08-15T00:50Z [----] followers, [---] engagements

"$NEE $VST $EOSE $NVTS $LEU OpenAI urges the U.S. to expand energy capacity warning an electron gap could threaten AI dominance. It calls for [---] GW of new power yearly as China adds [---] GW vs. the U.S. [--] GW. OpenAI says electricity is now a strategic asset for the AI era"
X Link 2025-10-27T22:10Z [----] followers, [----] engagements

"$AUR Aurora opens second driverless trucking route [---] miles Fort Worth to El Paso. Six months after Dallas-Houston its fully driverless fleet logs 100K+ miles with on-time delivery and zero safety incidents. New long-range lidar preps scale to hundreds of trucks next year"
X Link 2025-10-29T05:21Z [----] followers, [---] engagements

"$RCAT $PLTR $KTOS $LMT $UMAC $DPRO The Pentagons new DOGE unit will oversee plans to procure tens of thousands of low-cost drones in the coming months aiming to fast-track acquisition and boost domestic drone manufacturing capacity per Reuters"
X Link 2025-10-30T16:15Z [----] followers, [----] engagements

"$ASTS $GSAT SpaceX is poised to secure a $2 billion Pentagon contract to build up to [---] satellites for the Golden Dome missile defense system aimed at tracking missiles and aircraft in real time"
X Link 2025-10-31T09:59Z [----] followers, [----] engagements

"$MP $UUUU $LAC $UAMY $USAR $UEC $NB $CRML $NAK $TMQ $CRML China will suspend additional export controls on rare-earth metals and terminate investigations targeting U.S. chip-company supply chains according to a White House fact-sheet on a deal with Xi Jinping. $UEC $UUUU $LAC $UAMY $CRML $MP $USAR Following President Trump and President Xis meeting in Busan China agreed to resume large-scale U.S. soybean purchases and delay rare-earth export curbs for at least a year. https://t.co/DzmrshAJp8 $UEC $UUUU $LAC $UAMY $CRML $MP $USAR Following President Trump and President Xis meeting in Busan"
X Link 2025-11-02T06:50Z [----] followers, 28.3K engagements

"$NVDA $EOSE $BE $LEU $OKLO $IREN $CIFR $NBIS President Trump dismissed AI bubble fears calling it the new internet the new everything. You need tremendous electricity and were letting them make their own so they dont rely on the government. $NEE $VST $EOSE $NVTS $LEU OpenAI urges the U.S. to expand energy capacity warning an electron gap could threaten AI dominance. It calls for [---] GW of new power yearly as China adds [---] GW vs. the U.S. [--] GW. OpenAI says electricity is now a strategic asset for the AI era. https://t.co/7xEv5HiXy9 $NEE $VST $EOSE $NVTS $LEU OpenAI urges the U.S. to expand"
X Link 2025-11-02T23:39Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML President Trump said the rare earth threat is gone completely gone adding that billions are now flowing into the U.S. from tariffs near 50% and improved relations with China. $MP $UUUU $UAMY $USAR $LAC $CRML U.S. Treasury Sec. Scott Bessent: China spent [--] years building rare earth dominance while the U.S. has been asleep. Washington will move at warp speed over the next [--] years to reduce reliance on China. https://t.co/nOeauJRX0N $MP $UUUU $UAMY $USAR $LAC $CRML U.S. Treasury Sec. Scott Bessent: China spent [--] years building rare earth dominance while the"
X Link 2025-11-05T09:31Z [----] followers, 41.5K engagements

"BlackRock $BLK filed an S-1 for a new staked Ethereum ETF ETHB which would track $ETH while distributing staking rewards. The fund is separate from its $11B ETHA spot ETF and aims to list on Nasdaq pending SEC approval"
X Link 2025-12-09T09:45Z [----] followers, [---] engagements

"Lucid Diagnostics $LUCD reported real world data from [-----] patients showing its EsoGuard test with the non-invasive EsoCheck kit accurately detects esophageal precancer. The results highlight its potential as a scalable early detection tool for at risk populations"
X Link 2025-12-09T13:07Z [----] followers, [---] engagements

"Navitas Semiconductor $NVTS expanded its global distribution deal with Avnet $AVT extending a Europe focused partnership worldwide. Avnet will support GaNFast and GeneSiC power chips for AI data centers power grids EVs and industrial electrification"
X Link 2025-12-13T12:11Z [----] followers, [----] engagements

"Chagee Holdings $CHA disclosed [--] Rule [---] filings signaling planned insider share sales under standard SEC procedures. The company has also faced controversy in parts of Southeast Asia over its app displaying a disputed map leading to regulatory scrutiny and consumer backlash"
X Link 2025-12-26T14:18Z [----] followers, [---] engagements

"Applied Digital $APLD to spin out its cloud unit and combine it with $EKSO EKSO Bionics to launch ChronoScale a GPU accelerated AI compute platform. The cloud business generated $75M TTM revenue with APLD expected to own 97% post close in H1 2026"
X Link 2025-12-30T16:09Z [----] followers, [---] engagements

"Cantor Fitzgerald reiterates Overweight on Rocket Lab $RKLB and maintains a $72 price target. Analyst highlights record launches and an $805M SDA contract as key growth drivers with the Neutron debut expected to boost [----] performance. Rocket Lab $RKLB completed its 21st Electron launch of the year deploying an Earth imaging satellite for iQPS and achieving a [---] % mission success rate. This milestone underscores the companys reliability and growing global launch presence. https://t.co/QiWcOpq1fC Rocket Lab $RKLB completed its 21st Electron launch of the year deploying an Earth imaging"
X Link 2026-01-05T15:26Z [----] followers, [---] engagements

"Allegro MicroSystems $ALGM launched its AHV85003/AHV85043 PowerThru SiC gate driver chipsets for [---] V AI data center EV and clean energy designs. They eliminate external bias reduce BOM/footprint cut commonmode capacitance up to 15x and improve EMI [--] dB"
X Link 2026-01-05T15:48Z [----] followers, [---] engagements

"Bloom Energy $BE said American Electric Power exercised its option to buy an additional [---] MW of solid oxide fuel cells under a $2.65B deal. The expansion supports a new plant near Cheyenne Wyoming providing reliable clean power at scale. Bloom Energy $BE announced a new $600M senior secured multicurrency revolving credit facility led by Wells Fargo replacing prior credit arrangements. The facility matures in [----] and will support working capital capex acquisitions and general corporate needs. https://t.co/k7TSUtWduY Bloom Energy $BE announced a new $600M senior secured multicurrency"
X Link 2026-01-08T14:51Z [----] followers, [----] engagements

"Pfizer $PFE CEO Albert Bourla says the company plans to launch next generation obesity drugs acquired through the Metsera $MTSR buyout around [----]. The assets include GLP1 and amylin programs with Phase [--] trials underway to support future regulatory filings. $LLY $NVO $RHHBY Pfizer $PFE plans a global search for obesity treatment deals to expand its pipeline beyond Metsera $MTSR. The CFO says the company aims to use these assets to strengthen its return to the booming weight loss market. https://t.co/bQ0UuNgXUQ $LLY $NVO $RHHBY Pfizer $PFE plans a global search for obesity treatment deals to"
X Link 2026-01-13T05:21Z [----] followers, [----] engagements

"Chinas antitrust regulator has opened a formal probe into Trip .com Group $TCOM over suspected abuse of market dominance under the Anti-Monopoly Law. The company said it will cooperate fully and that operations continue as normal"
X Link 2026-01-14T11:42Z [----] followers, [---] engagements

"RBC Capital initiates coverage on Astera Labs $ALAB with an Outperform rating and a $225 price target. Analyst cites strong retimer demand and Scorpio switch ramps with the premium valuation supported by around 40% growth and over 70% margins"
X Link 2026-01-15T09:10Z [----] followers, [---] engagements

"$OKLO $SMR $NNE $CEG $LEU $UEC $UUUU Congress approved major nuclear funding with overwhelming bipartisan support passing [----] in the Senate and [-----] in the House. The legislation strengthens U.S. nuclear security advanced reactors and DOE programs. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into"
X Link 2026-01-22T19:44Z [----] followers, [----] engagements

"Plug Power $PLUG completed a [---] MW GenEco PEM electrolyzer at Galps Sines refinery in Portugal one of Europes largest green hydrogen projects. Commissioning is expected soon with output of up to [-----] tons of hydrogen annually and [------] tons of CO reductions. Plug Power $PLUG inked a Letter of Intent with Hy2gen to supply a 5MW PEM electrolyzer for the Sunrhyse green hydrogen project in France. The system will support RFNBO certified hydrogen production and expand Plugs hydrogen logistics footprint in Europe. https://t.co/yQhMdUX5U9 Plug Power $PLUG inked a Letter of Intent with Hy2gen to"
X Link 2026-01-23T13:54Z [----] followers, [----] engagements

"Clear Street maintains a Hold rating on $BE Bloom Energy and raises its price target to $80. The firm lifts $AEP American Electric Power order forecasts and sees growing AI data center tailwinds supporting sales momentum into [----] to [----]. Bloom Energy $BE said American Electric Power exercised its option to buy an additional [---] MW of solid oxide fuel cells under a $2.65B deal. The expansion supports a new plant near Cheyenne Wyoming providing reliable clean power at scale. https://t.co/R5mQpJFBDW Bloom Energy $BE said American Electric Power exercised its option to buy an additional [---] MW"
X Link 2026-01-23T14:54Z [----] followers, [---] engagements

"Sarepta Therapeutics $SRPT will present 3-year topline data from the Phase [--] EMBARK trial of ELEVIDYS in ambulatory Duchenne patients aged [--] to [--]. The global randomized study evaluates long term functional outcomes with results to be discussed Jan. [--] 2026"
X Link 2026-01-24T18:44Z [----] followers, [----] engagements

"Bill Ackman names Fannie Mae $FNMA and Freddie Mac $FMCC privatization via IPO a top investment idea for [----] citing strong potential upside. He sees shares reaching around $34 if the IPOs succeed with recapitalization and regulatory approval. Treasury Sec. Scott Bessent said an IPO for Fannie Mae $FNMA and Freddie Mac $FMCC remains under consideration and is not off the table. He noted the administration is reviewing timing and structure with a potential public offering possible sometime next year. https://t.co/px3gEAlEUP Treasury Sec. Scott Bessent said an IPO for Fannie Mae $FNMA and"
X Link 2026-01-24T19:51Z [----] followers, 19.9K engagements

"Phillip Securities upgrades Netflix $NFLX to Accumulate and raises the price target to $100. Analyst highlights strong VOD leadership and pricing power noting the company remains structurally well positioned despite volatility from the $WBD Warner Bros. deal. Netflix $NFLX reported Q425 revenue of $12.05B up 18% YoY with GAAP EPS of $0.56 and paid memberships surpassing 325M globally. The company guides [----] revenue of $50.7B to 51.7B expects ad revenue to roughly double and delivered $9.5B in [----] free cash flow. https://t.co/9aF52OKOQr Netflix $NFLX reported Q425 revenue of $12.05B up 18%"
X Link 2026-01-26T13:44Z [----] followers, [---] engagements

"Micron $MU breaks ground on a $24B advanced wafer fab in Singapore to support rising AI driven memory demand. The project adds about 700K sq ft of cleanroom space creates [----] jobs and is expected to begin wafer production in H2 [----]. Micron $MU signed an exclusive LOI to acquire PSMCs P5 fab in Taiwan for $1.8B in cash adding a 300mm cleanroom to expand DRAM capacity. The deal is expected to close by Q2 [----] with phased DRAM production ramping and initial wafer output targeted for H2 [----]. https://t.co/aLma8dhkj2 Micron $MU signed an exclusive LOI to acquire PSMCs P5 fab in Taiwan for $1.8B"
X Link 2026-01-27T03:21Z [----] followers, [----] engagements

"$CNC $UNH $OSCR $MOH $ELV $CI $HUM WSJ reports CMS and the White House propose near flat [----] Medicare Advantage rates up just 0.09% vs 4-6% expected. CMS also plans to cut payments for chart review diagnoses not linked to medical visits pressuring risk adjustment revenue. $CNC $OSCR $MOH $ELV $UNH $CI $HUM Trump on Obamacare: What I'd like to see is that the money is made not to the health insurance companies directly to the people into a health care account savings account and the people buy their own health care" https://t.co/Ohi1jwMf6W $CNC $OSCR $MOH $ELV $UNH $CI $HUM Trump on"
X Link 2026-01-27T04:59Z [----] followers, [----] engagements

"Redwire $RDW has secured a spot on the Missile Defense Agencys $151B SHIELD IDIQ contract enabling it to compete for task orders supporting next generation homeland and layered defense technologies. The multiaward vehicle spans a decade with no guaranteed revenue. $KTOS $ASTS $IONQ $LHX $AVGO $TDY The Missile Defense Agency (MDA) awarded an additional [---] vendors under its SHIELD multiple award IDIQ contract. The vehicle supports rapid competition of task orders for layered homeland defense AI and advanced engineering solutions. https://t.co/j04AuULOTf $KTOS $ASTS $IONQ $LHX $AVGO $TDY The"
X Link 2026-01-27T12:11Z [----] followers, [----] engagements

"Anduril Davidson and $QBTS DWave are testing quantum-classical hybrid systems for U.S. missile defense with DWaves Stride delivering faster solutions and improved threat mitigation. The collaboration will expand into logistics cyber and defense optimization. D-Wave $QBTS signed a $10M two-year enterprise QCaaS deal to deploy its Advantage2 annealing quantum system for enterprise applications. The deal underscores growing commercial adoption of annealing quantum computing via cloud access. https://t.co/TwyT3is3vC D-Wave $QBTS signed a $10M two-year enterprise QCaaS deal to deploy its"
X Link 2026-01-27T15:35Z [----] followers, [---] engagements

"Pony AI $PONY expands robotaxi commercialization in China via an ATBB partnership advancing an asset light model focused on premium airport and business travel routes. The rollout uses Gen-7 Robotaxis and supports scaling toward [----] vehicles by 2026"
X Link 2026-01-28T02:26Z [----] followers, [---] engagements

"$OKLO $SMR $NEE $CEG $LEU $UEC $UUUU The U.S. Department of Energy will expand the nuclear fuel supply chain inviting states to host Nuclear Lifecycle Innovation Campuses. Growing nuclear demand from hyperscale data centers could draw up to $50B in private investment. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going"
X Link 2026-01-28T17:19Z [----] followers, [----] engagements

"Vanguard significantly increased its stake in $CIFR Cipher Mining by about 62% and disclosed a 5% ownership position in $ONDS Ondas. The company also reported a larger holding in $ASTS AST SpaceMobile and filed a new $26 million position in $NBIS NBIS"
X Link 2026-01-31T17:06Z [----] followers, [----] engagements

"Fitch has affirmed Oracles $ORCL BBB LongTerm and F2 ShortTerm IDRs assigning a BBB rating to its proposed senior notes with a Stable outlook. Fitch cited strong AI and cloud contracts supporting future cash flows despite near-term leverage pressures. Oracle $ORCL announced plans to raise $45B to $50B in calendar [----] through a mix of equity and debt financing. The capital will support expansion of its cloud and AI infrastructure while maintaining an investment grade balance sheet. https://t.co/MsjZxWyFC7 Oracle $ORCL announced plans to raise $45B to $50B in calendar [----] through a mix of"
X Link 2026-02-02T13:01Z [----] followers, [---] engagements

"H.C. Wainwright reiterates a Buy rating on $RR Richtech Robotics and maintains its $6.00 price target. The firm highlights the $MSFT Microsoft AI lab partnership as a key driver of product credibility and long-term use case expansion. Microsoft $MSFT clarified it has no commercial relationship with $RR Richtech Robotics after the company gained $370M in market cap on news of a close collaboration. The engagement is part of a standard customer program not a revenue generating partnership. https://t.co/YTarn1vjrN Microsoft $MSFT clarified it has no commercial relationship with $RR Richtech"
X Link 2026-02-02T14:16Z [----] followers, [---] engagements

"Cantor Fitzgerald reiterates an Overweight rating on AMD $AMD and maintains a $350 price target. Analyst highlights strength in data center CPUs and GPUs potential benefits from $INTC Intels wafer transition and upside from the MI400 launch and higher ASPs"
X Link 2026-02-02T17:03Z [----] followers, [---] engagements

"Cantor Fitzgerald reiterates an Overweight rating on $GLXY Galaxy Digital with a $48 price target. Analyst expects a $533 million QoQ decline in digital assets ahead of Q4 earnings after sharp drops in crypto including $SOL Solana and $FWDI Forward Industries. Galaxy Digital $GLXY received ERCOT approval for an additional [---] MW at its Helios data center in West Texas doubling the campuss total capacity to over [---] GW. Construction is underway with initial power delivery expected in early [----]. https://t.co/Rb51yzTUIC Galaxy Digital $GLXY received ERCOT approval for an additional [---] MW at"
X Link 2026-02-02T17:10Z [----] followers, [----] engagements

"Freedom Capital initiates a Buy rating on $NBIS Nebius Group with a $108 price target. Analyst highlights its cost efficient GPUaaS model AI native architecture and deep integration as key drivers in next generation cloud infrastructure growth. Nebius $NBIS plans to deploy 80MW of new data center capacity in Israel with partner Mega Or DC representing an estimated $880 to 900M investment. The expansion spans two sites in Masmiya and Beit Shemesh scaling its local footprint nearly tenfold. https://t.co/xQjtd3NrBV Nebius $NBIS plans to deploy 80MW of new data center capacity in Israel with"
X Link 2026-02-03T06:48Z [----] followers, [---] engagements

"$FNMA $FMCC $LEN $DHI $PHM $TOL $TMHC U.S. homebuilders are reportedly considering a plan to develop up to one million Trump Homes to address housing affordability per Bloomberg. The proposal is still early-stage with no formal approvals or government backing announced. President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae"
X Link 2026-02-03T17:13Z [----] followers, [----] engagements

"Cipher Mining $CIFR through Black Pearl Compute LLC plans to raise $2B via senior secured notes due [----] for qualified investors. Proceeds will fund the Texas Black Pearl facility reimburse prior equity and cover fees with notes secured by assets and completion guarantees. Cipher Mining $CIFR acquired the 200MW Ulysses site in Ohio securing [---] acres with AEP Ohio power and PJM market access with energization planned for Q4 [----]. The deal marks its first expansion outside Texas and expands Ciphers pipeline to 3.4GW across eight sites. https://t.co/p4PT5t1zkn Cipher Mining $CIFR acquired the"
X Link 2026-02-03T17:25Z [----] followers, [---] engagements

"$NVDA $INTC Intels CEO said that after progress with its 18A process technology a couple customers are now showing early external interest reflecting growing foundry engagement beyond internal use. Intel $INTC confirmed that its first 18A based Panther Lake Core Ultra Series [--] processors will begin shipping by the end of [----] with broader availability in early [----]. The chips are expected to deliver roughly 50% performance gains over the Lunar Lake series. https://t.co/oiWmPsjL4Q Intel $INTC confirmed that its first 18A based Panther Lake Core Ultra Series [--] processors will begin shipping by"
X Link 2026-02-03T18:22Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC Interior Sec. Doug Burgum confirms [--] nations seek to join a US-led minerals club to end Chinas monopoly. Supported by a $12B stockpile and new price floors the alliance aims to protect allied miners from predatory pricing. $MP $UUUU $UAMY $USAR $CRML $LAC Project Vault will stockpile all [--] materials on the Interiors Critical Minerals List to shield U.S. firms from supply shocks. The $12B reserve ensures stable access to essentials like copper lithium and rare earths. https://t.co/hsjJpjVOIR $MP $UUUU $UAMY $USAR $CRML $LAC Project Vault will stockpile all 60"
X Link 2026-02-04T09:07Z [----] followers, [---] engagements

"$AMZN $RKLB $ASTS $LUNR $PL $RDW AWS CEO Matt Garman says space-based data centers remain "pretty far" from reality. Speaking at the Cisco AI Summit Garman cited massive payload costs and a lack of launch capacity as the primary hurdles to orbital AI infrastructure. $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has acquired xAI with Elon Musk outlining plans to scale AI using space-based compute. Elon estimates launching 1M tons of satellites could add around [---] GW of AI compute annually with a path to [--] TW within a few years. https://t.co/woj054GGOj $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has"
X Link 2026-02-04T09:32Z [----] followers, [----] engagements

"Voyager $VOYG launches its lunar initiative under the White House "Space Superiority" order. Using proven oxygen/steel production and dust-repellant tech Voyager targets infrastructure leadership in the $7.7T emerging lunar ecosystem. $RKLB $PL $ASTS $RDW $SPCE $LUNR $BKSY President Trump signed an executive order on Ensuring American Space Superiority boosting U.S. space security commercial innovation and exploration. It sets goals for a Moon return by [----] and a permanent lunar presence by [----]. https://t.co/2LTOG1n0nN $RKLB $PL $ASTS $RDW $SPCE $LUNR $BKSY President Trump signed an"
X Link 2026-02-04T09:51Z [----] followers, [---] engagements

"Hecto Financial becomes the first Korean firm to integrate with $CRCL Circle Payments Network. Building on [----] Arc testnet results the move enables compliant near-instant B2B stablecoin settlement under new South Korean regulations"
X Link 2026-02-04T10:03Z [----] followers, [---] engagements

"$META $BABA $GOOGL Metas next generation "Avocado" model is officially its "most capable" pre-trained base model to date per an internal memo. Developed by Meta Superintelligence Labs the model is a key pillar of a new [----] proprietary AI strategy. META $META is reportedly training its upcoming Avocado AI by distilling knowledge from $BABA Alibabas Qwen $GOOGL Googles Gemma and OpenAIs open-source models. This move signals a shift from Metas open-source Llama series toward commercial frontier-level AI. https://t.co/rcNDZpDPic META $META is reportedly training its upcoming Avocado AI by"
X Link 2026-02-04T21:03Z [----] followers, [----] engagements

"FHFA Director Bill Pulte confirms $FNMA Fannie Mae and $FMCC Freddie Mac are "definitely ready" for an IPO. The plan involves selling a 2.5% to 5% stake valuing the GSEs at up to $700B while maintaining critical federal mortgage guarantees. President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the"
X Link 2026-02-05T05:29Z [----] followers, [----] engagements

"$AMZN $RKLB $ASTS $LUNR $PL $RDW AT&T AWS and Amazon Leo have partnered to modernize U.S. connectivity. By migrating workloads to AWS Outposts and integrating Amazons LEO satellite network with AT&Ts fiber the giants aim to create a resilient "fiber-to-space" ecosystem. $AMZN $RKLB $ASTS $LUNR $PL $RDW AWS CEO Matt Garman says space-based data centers remain "pretty far" from reality. Speaking at the Cisco AI Summit Garman cited massive payload costs and a lack of launch capacity as the primary hurdles to orbital AI infrastructure. https://t.co/YrLVie1ffU $AMZN $RKLB $ASTS $LUNR $PL $RDW AWS"
X Link 2026-02-05T09:45Z [----] followers, [----] engagements

"New Zealands Medsafe has approved Sareptas $SRPT first-in-human trial for SRP-1005. Starting Q2 [----] the INSIGHTT study will test a subcutaneous siRNA therapy designed to cross the blood-brain barrier and silence the Huntingtons disease protein. Sarepta $SRPT reports positive 3-year EMBARK results for ELEVIDYS in Duchenne demonstrating durable disease-modifying benefits with meaningful motor improvements and no new safety signals. Over [----] patients have been treated globally with FDA approval for ages 4+. https://t.co/mTnEaJFnbm Sarepta $SRPT reports positive 3-year EMBARK results for"
X Link 2026-02-05T10:04Z [----] followers, [----] engagements

"Hims & Hers $HIMS has launched a multi-cancer early detection service via GRAILs Galleri test. The blood-based screen identifies over [--] cancers including pancreatic and ovarian and is available at a $250 discount for Hims & Hers Labs members"
X Link 2026-02-05T10:20Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC Vice President Vance has announced the FORGE Initiative establishing a critical minerals trading bloc with over [--] allies. The system uses adjustable tariffs to enforce price floors shielding domestic miners from foreign market manipulation. $MP $UUUU $UAMY $USAR $CRML $LAC U.S. Japan and EU issue a joint statement launching a strategic minerals partnership. The "Action Plan" includes a [--] day deadline for a U.S. and EU deal and explores price floors to shield allied miners from Chinese predatory pricing. https://t.co/9gdDNO8X8H $MP $UUUU $UAMY $USAR $CRML"
X Link 2026-02-05T10:43Z [----] followers, [----] engagements

"$MU $SNDK $WDC $ASML $AMAT $QCOM Qualcomm CEO Cristiano Amon warns that industry-wide memory shortages and price hikes will define the smartphone market in [----]. As AI data centers drain DRAM supply handset makers are cutting production hitting Qualcomms Q2 outlook. $MU $SNDK $WDC $ASML $AMAT $STX Morgan Stanley expects text-only AI inference to consume roughly 35% of global DRAM supply and 92% of NAND in [----]. AI workloads are poised to dominate memory demand and reshape the semiconductor market. https://t.co/HrHtiAvwyF $MU $SNDK $WDC $ASML $AMAT $STX Morgan Stanley expects text-only AI"
X Link 2026-02-05T11:00Z [----] followers, [----] engagements

"IBM $IBM has been selected for the Missile Defense Agencys (MDA) $151B SHIELD program. As part of the Golden Dome initiative IBM will deploy AI-enabled sensing and open-architecture tools to accelerate threat detection and national defense readiness. Redwire $RDW has secured a spot on the Missile Defense Agencys $151B SHIELD IDIQ contract enabling it to compete for task orders supporting next generation homeland and layered defense technologies. The multiaward vehicle spans a decade with no guaranteed revenue. https://t.co/RgiMITUe3P Redwire $RDW has secured a spot on the Missile Defense"
X Link 2026-02-05T15:01Z [----] followers, [---] engagements

"$HPQ $DELL $MU $SNDK $ASML $WDC $AMAT HP Dell Acer and Asus are considering Chinese memory chips for the first time due to a global supply crunch. As AI demand pulls capacity toward HBM PC makers are qualifying CXMT and YMTC to secure inventory and stabilize costs. $MU $SNDK $WDC $ASML $AMAT $QCOM Qualcomm CEO Cristiano Amon warns that industry-wide memory shortages and price hikes will define the smartphone market in [----]. As AI data centers drain DRAM supply handset makers are cutting production hitting Qualcomms Q2 outlook. https://t.co/NcpPYqqIRJ $MU $SNDK $WDC $ASML $AMAT $QCOM Qualcomm"
X Link 2026-02-05T15:20Z [----] followers, [----] engagements

"$HP $UBER $TMO $ORCL $CSCO $TMUS OpenAI has launched Frontier an enterprise platform to deploy "AI coworkers." The system manages autonomous agents across vendors providing a unified layer for onboarding permissions and memory"
X Link 2026-02-05T16:40Z [----] followers, [---] engagements

"Cognizant $CTSH and Palantir $PLTR have launched a strategic AI partnership. By integrating Palantirs AIP with the TriZetto healthcare platform the duo aims to modernize regulated workflows and automate labor intensive enterprise operations. Innodata $INOD has been selected by Palantir $PLTR to provide training data and engineering support for its AI-powered rodeo analytics platform. The work processes thousands of hours of video and sensor data to automate performance metrics for riders and animals. https://t.co/M5gRe0ceme Innodata $INOD has been selected by Palantir $PLTR to provide"
X Link 2026-02-05T17:16Z [----] followers, [---] engagements

"Saudia is in talks with Boeing $BA and Airbus $EADSY for a historic order of at least [---] jets. The deal potentially the airlines largest ever aims to modernize its 200-plane fleet and support Saudi Arabias goal of becoming a global travel hub"
X Link 2026-02-05T18:43Z [----] followers, [---] engagements

"$ARM $CRM $NOW $ADBE $SAP $NVDA Arm CEO Rene Haas calls the AI-driven software sell-off a micro-hysteria. He argues that while coding is a visible use case it doesn't drive global GDP and investors are wrongly assuming AI will instantly replace core enterprise software"
X Link 2026-02-05T19:00Z [----] followers, [---] engagements

"Bloom Energy $BE posted record Q4 revenue of $777.7M as AI data center demand drove a 2.5x surge in its product backlog. With all shipments now 800V DC ready and [----] revenue guidance raised to $3.2B Bloom is a leading "bring-your-own-power" play"
X Link 2026-02-05T22:57Z [----] followers, [----] engagements

"CoreWeave $CRWV has launched ARENA a production-scale AI lab for real-world workload testing. Supporting $NVDA NVIDIA GB300 NVL72 racks early users report 2x performance gains and 30% lower TCO by validating AI models before full-scale deployment. Nvidia $NVDA and CoreWeave $CRWV expand their strategic partnership to build over [--] GW of AI factory capacity by [----] with Nvidia investing $2B. CoreWeave will deploy multiple Nvidia platforms and provide AI native software to global enterprises and cloud providers. https://t.co/TKMJNZZPxO Nvidia $NVDA and CoreWeave $CRWV expand their strategic"
X Link 2026-02-06T07:35Z [----] followers, [---] engagements

"$MU $SNDK $WDC $ASML $AMAT $STX Nvidia is reportedly delaying all new gaming GPUs for [----] due to a severe memory shortage. By prioritizing AI chips over the RTX [--] Super refresh the firm marks its first year without a gaming launch in three decades. $HPQ $DELL $MU $SNDK $ASML $WDC $AMAT HP Dell Acer and Asus are considering Chinese memory chips for the first time due to a global supply crunch. As AI demand pulls capacity toward HBM PC makers are qualifying CXMT and YMTC to secure inventory and stabilize costs. https://t.co/EMEIxAtYZh $HPQ $DELL $MU $SNDK $ASML $WDC $AMAT HP Dell Acer and"
X Link 2026-02-06T07:43Z [----] followers, [---] engagements

"Stellantis $STLA is booking a $26B charge to reset its business after overestimating EV demand. The firm is slashing EV investment canceling products and suspending its [----] dividend to focus on a mix of hybrid and gas engines. Stellantis $STLA will discontinue plug-in hybrid models in North America starting with the [----] model year including Jeep Wrangler Grand Cherokee and the Chrysler Pacifica minivan. The decision reflects slowing EV demand and a shift toward traditional hybrids. https://t.co/rwZ2dnvi4R Stellantis $STLA will discontinue plug-in hybrid models in North America starting with"
X Link 2026-02-06T08:37Z [----] followers, [----] engagements

"Galaxy Digital $GLXY has authorized a $200M share buyback program over the next [--] months. CEO Mike Novogratz cites a "position of strength" and a desire to return capital when the stock price deviates from the firms true value. Galaxy Digital $GLXY received ERCOT approval for an additional [---] MW at its Helios data center in West Texas doubling the campuss total capacity to over [---] GW. Construction is underway with initial power delivery expected in early [----]. https://t.co/Rb51yzTUIC Galaxy Digital $GLXY received ERCOT approval for an additional [---] MW at its Helios data center in West"
X Link 2026-02-06T14:45Z [----] followers, [----] engagements

"TD Cowen maintains its Hold rating on Bloom Energy $BE and raises the price target to $160. Analyst sees a surge in data center demand driving a 140% backlog spike with [----] revenue guidance topping consensus by 25% despite valuation concerns. Bloom Energy $BE posted record Q4 revenue of $777.7M as AI data center demand drove a 2.5x surge in its product backlog. With all shipments now 800V DC ready and [----] revenue guidance raised to $3.2B Bloom is a leading "bring-your-own-power" play. https://t.co/on204C9y5w Bloom Energy $BE posted record Q4 revenue of $777.7M as AI data center demand drove"
X Link 2026-02-06T15:43Z [----] followers, [---] engagements

"TIG maintains its Buy rating for $BE Bloom Energy and increases the price target to $165. Analyst highlights a 39% earnings beat and guidance for 58% revenue growth driven by massive demand from AI data centers and industrial customers. Bloom Energy $BE posted record Q4 revenue of $777.7M as AI data center demand drove a 2.5x surge in its product backlog. With all shipments now 800V DC ready and [----] revenue guidance raised to $3.2B Bloom is a leading "bring-your-own-power" play. https://t.co/on204C9y5w Bloom Energy $BE posted record Q4 revenue of $777.7M as AI data center demand drove a 2.5x"
X Link 2026-02-06T16:11Z [----] followers, [---] engagements

"Nvidia $NVDA CEO Jensen Huang defends the industrys $660B AI spending spree as a "once-in-a-generation" buildout. Jensen cites skyrocketing demand for Blackwell chips predicting a [--] to [--] year cycle to reach sustainable global capacity"
X Link 2026-02-07T01:34Z [----] followers, [----] engagements

"$TSLA $MBLY $AMZN $NVDA $SERV $RR Amazon CEO Andy Jassy confirms the robotic fleet has hit [--] million units calling it just a "fraction" of future potential. Backed by a $200B Capex plan the firm is shifting toward AI-native bots to further slash delivery costs. $TSLA $MBLY $AMZN $NVDA $SERV $RR Elon Musk at WEF: "By the end of next year I think we'd be selling humanoid robots to the public." https://t.co/H6S08czH6Q $TSLA $MBLY $AMZN $NVDA $SERV $RR Elon Musk at WEF: "By the end of next year I think we'd be selling humanoid robots to the public." https://t.co/H6S08czH6Q"
X Link 2026-02-07T04:49Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV AWS CEO Matt Garman confirms insatiable demand has prevented Amazon from ever retiring a functional Nvidia A100 GPU despite the chip being six years old as the hardware remains "sold out" across the AWS fleet. $IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang tells CNBC that OpenAI and Anthropic are "making great money" but remain compute-constrained as demand for hardware hits an inflection point where even 6-year-old GPUs are rising in price. https://t.co/9YU0sRInvC $IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang tells CNBC that"
X Link 2026-02-07T11:24Z [----] followers, 19.8K engagements

"Michael Burry predicts Berkshire Hathaway could buy a "big chunk" of the $FNMA Fannie Mae and $FMCC Freddie Mac IPOs as they exit conservatorship. Burry who holds large stakes in both argues the GSEs cash-flow moats perfectly align with Buffetts strategy. Bill Ackman names Fannie Mae $FNMA and Freddie Mac $FMCC privatization via IPO a top investment idea for [----] citing strong potential upside. He sees shares reaching around $34 if the IPOs succeed with recapitalization and regulatory approval. https://t.co/tIy9hTI45P Bill Ackman names Fannie Mae $FNMA and Freddie Mac $FMCC privatization via"
X Link 2026-02-07T12:29Z [----] followers, 15.2K engagements

"$OKLO $SMR $NNE $CEG $LEU $UEC $NEO DOE has invited states to host Nuclear Lifecycle Innovation Campuses to secure the domestic fuel supply chain. These hubs will integrate enrichment and SMR tech with a focus on recycling used fuel to power the American AI renaissance. $OKLO $SMR $NEE $CEG $LEU $UEC $UUUU BofA notes the U.S. operates the worlds largest nuclear fleet. Together with China and France the three generate over [----] TWh annually accounting for about 58% of global nuclear output as other regions move to catch up. https://t.co/fe4XSAiHV7 $OKLO $SMR $NEE $CEG $LEU $UEC $UUUU BofA"
X Link 2026-02-07T15:46Z [----] followers, [---] engagements

"$FNMA $FMCC The U.S. housing market is entering a "Great Reset" as mortgage rates stabilize near 6% and inventory climbs 10% year-over-year. This long-awaited unfreezing is restoring the mobility required for interstate migration which has been stagnant since [----]. President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae and"
X Link 2026-02-07T16:25Z [----] followers, [----] engagements

"$MU $SNDK $WDC $ASML $AMAT $STX Counterpoint Research reports memory prices have surged up to 90% in Q1 [----]. Analysts call [----] a "Golden Era" for the industry as AI demand for HBM and server DRAM pushes manufacturer margins and prices to unprecedented historic peaks. $MU $SNDK $STX $WDC $ASML $AMAT TrendForce projects that data centers could consume 70% of all high-end memory chips in [----] driven by surging AI and server demand. This shift may tighten supply for PCs consumer electronics and other markets. https://t.co/oS0rnzZDjb $MU $SNDK $STX $WDC $ASML $AMAT TrendForce projects that data"
X Link 2026-02-07T17:37Z [----] followers, [----] engagements

"$PSKY The DOJ is casting a wide net in its review of $NFLX Netflixs $82.7B bid for $WBD Warner Bros. Discovery. Subpoenas reveal regulators are probing Netflix for "exclusionary conduct" signaling a move beyond standard merger review into potential monopolization concerns. President Trump confirms he will not intervene in the $NFLX Netflix and $PSKY Paramount battle for $WBD Warner Bros. Discovery. Reversing his December stance Trump told NBC News he is "not involved" and will leave the antitrust review to the Justice Department. https://t.co/CW8eRboxqv President Trump confirms he will not"
X Link 2026-02-07T18:01Z [----] followers, [----] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang calls the $660B hyperscaler AI spend sustainable noting that rising cash flows justify the build-out as software evolves from a static tool into a system that "uses the tools." $IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang tells CNBC that OpenAI and Anthropic are "making great money" but remain compute-constrained as demand for hardware hits an inflection point where even 6-year-old GPUs are rising in price. https://t.co/9YU0sRInvC $IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang tells CNBC that OpenAI and"
X Link 2026-02-07T19:30Z [----] followers, [---] engagements

"Stellantis $STLA has sold its 49% stake in Canadas NextStar battery plant to LG Energy Solution for just $100. This nominal exit follows a $26B EV impairment charge as Stellantis resets its strategy to align with slower-than-expected consumer adoption. Stellantis $STLA is booking a $26B charge to reset its business after overestimating EV demand. The firm is slashing EV investment canceling products and suspending its [----] dividend to focus on a mix of hybrid and gas engines. https://t.co/tnnePIA8em Stellantis $STLA is booking a $26B charge to reset its business after overestimating EV"
X Link 2026-02-07T23:27Z [----] followers, [---] engagements

"$RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX is delaying its Mars plans to prioritize NASAs Moon missions per WSJ. The company is now targeting a March [----] uncrewed lunar landing effectively postponing any Mars attempts until at least the next orbital window in [----]. $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX and xAI agreed to a [------] share exchange ratio with some xAI executives able to elect a $75.46 cash payout instead of SpaceX stock. Management said the transaction is not expected to delay SpaceXs IPO. https://t.co/eEC4K3Kzob $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX and xAI agreed to a 0.1433"
X Link 2026-02-07T23:41Z [----] followers, [----] engagements

"$NVO Hims & Hers $HIMS is stopping sales of its compounded Wegovy pill following a major FDA crackdown on mass-marketed GLP-1 knockoffs. The company cited "constructive conversations" for withdrawing the $49 treatment just days after launch. $NVO $HIMS The FDA is launching a major crackdown on illegal copycat drugs. Commissioner Makary warned on Feb [--] that the agency will take swift action against firms using deceptive ads to market unapproved GLP-1 "knockoffs" as equivalent to FDA-approved brands. https://t.co/vSTgiXxmPZ $NVO $HIMS The FDA is launching a major crackdown on illegal copycat"
X Link 2026-02-08T00:56Z [----] followers, [---] engagements

"$OKLO $SMR $NEE $CEG $LEU $UEC $NNE Elon Musk: In the absence of breakthrough China will utterly dominate in energy. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of"
X Link 2026-02-08T01:49Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $CRML $LAC The Trump admin launched the FORGE trading bloc to counter China's mineral dominance. Using a $12B reserve (Project Vault) and tariff-backed price floors the US aims to secure supply for defense EVs and AI hardware. $MP $UUUU $UAMY $USAR $CRML $LAC Vice President Vance has announced the FORGE Initiative establishing a critical minerals trading bloc with over [--] allies. The system uses adjustable tariffs to enforce price floors shielding domestic miners from foreign market manipulation. https://t.co/HyxgcPSAKc $MP $UUUU $UAMY $USAR $CRML $LAC Vice President"
X Link 2026-02-08T03:33Z [----] followers, [----] engagements

"$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump says the US is negotiating "total access" to Greenland to construct the Golden Dome air defense system. Trump: "We are getting everything we want at no cost." $FLY $IONQ $RDW $RCAT $KTOS $UMAC President Trump from Davos: Were building a golden dome thats by its nature going to be defending Canada. They get a lot of freebies from us. They should be grateful but theyre not. https://t.co/888sTjxeOT $FLY $IONQ $RDW $RCAT $KTOS $UMAC President Trump from Davos: Were building a golden dome thats by its nature going to be defending Canada. They get"
X Link 2026-02-08T07:30Z [----] followers, [---] engagements

"$AMZN $RKLB $ASTS $LUNR $PL $RDW Space economy is at an inflection point projected to hit $1.8T by [----] per McKinsey. This growth spans "backbone" hardware like satellites and "reach" applications that help non-space industries generate massive new revenue"
X Link 2026-02-08T13:29Z [----] followers, [----] engagements

"Bloom Energy $BE announced its fuel cells now power absorption chillers using waste heat cutting data center electricity use by over 20%. With native 800VDC and zero grid dependency the HFC-free platform scales AI cooling and power at speed. Bloom Energy $BE posted record Q4 revenue of $777.7M as AI data center demand drove a 2.5x surge in its product backlog. With all shipments now 800V DC ready and [----] revenue guidance raised to $3.2B Bloom is a leading "bring-your-own-power" play. https://t.co/on204C9y5w Bloom Energy $BE posted record Q4 revenue of $777.7M as AI data center demand drove a"
X Link 2026-02-08T15:32Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Data center developers expect one in five sites to exceed 1GW by [----] and one in three by [----] per Bloom. This surge is forcing a third of developers to go fully off-grid to bypass utility queues and scale AI factories at speed. $IREN $CLSK $CIFR $BITF $WULF $CRWV Mitsubishi UFJ Group is ramping up hiring for its data center finance team to tap the AI boom. After co-leading a record $38B debt deal for Oracle-linked facilities MUFG is positioning AI infrastructure as an "irreversible" global trend. https://t.co/qS7hMU46UC $IREN $CLSK $CIFR $BITF $WULF $CRWV"
X Link 2026-02-08T15:52Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML United States is mobilizing over $200B to build a sovereign mineral supply chain. With the DFCs cap raised to $205B and the launch of the $12B Project Vault the admin is utilizing state capital and equity stakes to end reliance on China. $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have"
X Link 2026-02-09T02:40Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML President Trump: We signed landmark critical mineral deals with Australia Malaysia Thailand Ukraine Japan and many others. These deals use state capital and shared frameworks to build a sovereign supply chain. $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't"
X Link 2026-02-09T07:27Z [----] followers, [----] engagements

"Deutsche Bank has upgraded $VSAT Viasat to a Buy rating and raised its price target to $48. Analyst cites upcoming satellite launches and a potential defense unit spin-off as primary catalysts for the new sum-of-the-parts valuation. Viasat $VSAT unveiled its nextgen global Kaband network to support resilient high capacity government and military SATCOM. The system leverages Viasat3 satellites and partner Kaband assets offering enhanced coverage multi orbit resilience and up to [---] Mbps speeds. https://t.co/T7GHInYSDh Viasat $VSAT unveiled its nextgen global Kaband network to support resilient"
X Link 2026-02-09T12:51Z [----] followers, [---] engagements

"Microchip Technology $MCHP has announced a $600M private offering of convertible senior notes due [----]. Proceeds will fund dilution-reducing capped calls and repay commercial paper debt as the firm capitalizes on its recent Q3 earnings recovery"
X Link 2026-02-09T12:57Z [----] followers, [--] engagements

"Morgan Stanley has initiated coverage of $CIFR Cipher Mining with an Overweight rating and a $38 price target. Analyst highlights the potential for a REIT-style valuation for Bitcoin-to-data center conversions with stable long-term cash flows. Cipher Mining $CIFR through Black Pearl Compute LLC plans to raise $2B via senior secured notes due [----] for qualified investors. Proceeds will fund the Texas Black Pearl facility reimburse prior equity and cover fees with notes secured by assets and completion guarantees. https://t.co/CR7AzlIcKJ Cipher Mining $CIFR through Black Pearl Compute LLC plans"
X Link 2026-02-09T12:59Z [----] followers, [---] engagements

"Novo Nordisk $NVO has sued $HIMS Hims & Hers for patent infringement and illegal mass compounding of semaglutide. The suit follows the telehealth firm's failed attempt to launch a copycat Wegovy pill and a formal referral to the DOJ for investigation. Novo Nordisk $NVO has vowed legal action against Hims & Hers $HIMS over its $49 compounded pill. The CEO warned patients they are "wasting $49" on a product that lacks the SNAC technology required for semaglutide to be absorbed by the body. https://t.co/p1OesxqM6B Novo Nordisk $NVO has vowed legal action against Hims & Hers $HIMS over its $49"
X Link 2026-02-09T13:18Z [----] followers, [----] engagements

"Samsung plans to start mass production of HBM4 this month for $NVDA Nvidias next-gen Vera Rubin platform. While $MU Micron guides a Q2 [----] ramp Samsung has cleared qualification and secured orders reclaiming a first-mover advantage in the market. Micron $MU faces pressure after reports that Samsung Electronics will supply Nvidia $NVDA with next generation memory chips though neither company commented. Micron competes with Samsung and SK Hynix in high bandwidth memory critical for AI processors. https://t.co/7WneyOPzLT Micron $MU faces pressure after reports that Samsung Electronics will"
X Link 2026-02-09T13:27Z [----] followers, [---] engagements

"TransMedics $TMDX has received full FDA IDE approval for its Next-Generation OCS Heart ENHANCE trial. Targeting over [---] patients the trial seeks to prove the superiority of OCS technology over cold storage and expand indications for DBD hearts"
X Link 2026-02-09T13:55Z [----] followers, [---] engagements

"Voyager Technologies $VOYG has won a $24.5M NASA contract to manage ISS missions through [----]. The award covers payload integration and mission operations with three new missions onboarding next quarter as Voyager bridges to the Starlab era. Voyager $VOYG launches its lunar initiative under the White House "Space Superiority" order. Using proven oxygen/steel production and dust-repellant tech Voyager targets infrastructure leadership in the $7.7T emerging lunar ecosystem. https://t.co/wlvEXiW4Rd Voyager $VOYG launches its lunar initiative under the White House "Space Superiority" order. Using"
X Link 2026-02-09T14:13Z [----] followers, [---] engagements

"Constellation Energy $CEG announced a [---] MW deal between Calpine and CyrusOne for a new Texas data center at the Freestone Energy Center. Including a [---] MW Phase [--] option and prior deals the partnership now totals over [----] MW in the state. Constellation Energy $CEG won Energy Deal of the Year for its [--] year PPA with Microsoft $MSFT restarting the Crane nuclear unit in Pennsylvania to deliver [---] MW of carbon free power to PJM data centers. https://t.co/xg1JVo0bZ2 Constellation Energy $CEG won Energy Deal of the Year for its [--] year PPA with Microsoft $MSFT restarting the Crane nuclear"
X Link 2026-02-09T14:18Z [----] followers, [---] engagements

"Apollo Global Management $APO is nearing a $3.4 billion deal to fund $NVDA Nvidia chips for Elon Musks xAI. The structured lending deal will purchase and lease Blackwell GPUs to xAI supporting the massive expansion of the Colossus [--] supercomputer"
X Link 2026-02-09T14:22Z [----] followers, [---] engagements

"$HIMS $NVO The FDA has flagged a Novo Nordisk TV ad for Wegovy citing misleading claims of superiority and improper safety disclosures. Regulators have ordered a halt to the ad's distribution and a formal response within [--] days. Novo Nordisk $NVO has sued $HIMS Hims & Hers for patent infringement and illegal mass compounding of semaglutide. The suit follows the telehealth firm's failed attempt to launch a copycat Wegovy pill and a formal referral to the DOJ for investigation. https://t.co/ihCqxHjt04 Novo Nordisk $NVO has sued $HIMS Hims & Hers for patent infringement and illegal mass"
X Link 2026-02-09T16:11Z [----] followers, [---] engagements

"Hims & Hers $HIMS says Novo Nordisks $NVO lawsuit is a blatant attack on Americans who rely on affordable compounded care. The firm plans to continue fighting for patient access and choice despite withdrawing its oral semaglutide pill. Novo Nordisk $NVO has sued $HIMS Hims & Hers for patent infringement and illegal mass compounding of semaglutide. The suit follows the telehealth firm's failed attempt to launch a copycat Wegovy pill and a formal referral to the DOJ for investigation. https://t.co/ihCqxHjt04 Novo Nordisk $NVO has sued $HIMS Hims & Hers for patent infringement and illegal mass"
X Link 2026-02-09T16:18Z [----] followers, [----] engagements

"Truist has reiterated its Buy rating and $108 price target for Uber $UBER following the acquisition of Getirs delivery business in Turkey. The move bolsters Ubers presence in its largest untapped market outside of Brazil and India. Uber $UBER CEO Dara Khosrowshahi confirms the firm is facilitating AV fleet financing to secure supply. With over 30% higher utilization than standalone apps Uber is targeting [--] cities by year-end focusing growth on less dense high-profit markets. https://t.co/Dmg80XzrpF Uber $UBER CEO Dara Khosrowshahi confirms the firm is facilitating AV fleet financing to"
X Link 2026-02-09T16:26Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML Project Vault has launched as a $12B public-private partnership to secure a national critical mineral reserve. Backed by a $10B EXIM loan the initiative protects domestic manufacturers from supply shocks and Chinese market influence. $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have"
X Link 2026-02-09T17:01Z [----] followers, [----] engagements

"STMicroelectronics $STM and Amazons $AMZN AWS have expanded their strategic collaboration through a multibillion-dollar deal to power next generation AI data centers. The agreement secures advanced silicon and power components for AWS while granting it an equity stake"
X Link 2026-02-09T17:45Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML Saudi Arabias PIF is launching its [----] to [----] strategy this week prioritizing AI minerals and industry over mega real estate projects. The $925B fund is scaling back ambitious timelines for The Line to ensure fiscal sustainability. $MP $UUUU $UAMY $USAR $CRML $LAC Vice President Vance has announced the FORGE Initiative establishing a critical minerals trading bloc with over [--] allies. The system uses adjustable tariffs to enforce price floors shielding domestic miners from foreign market manipulation. https://t.co/HyxgcPSAKc $MP $UUUU $UAMY $USAR $CRML $LAC"
X Link 2026-02-09T18:10Z [----] followers, [----] engagements

"$FNMA $FMCC Treasury Sec. Scott Bessent: "I'm very interested in Fannie and Freddie. I'm interested in us fulfilling their mission to the American people to keep mortgage rates low." Michael Burry predicts Berkshire Hathaway could buy a "big chunk" of the $FNMA Fannie Mae and $FMCC Freddie Mac IPOs as they exit conservatorship. Burry who holds large stakes in both argues the GSEs cash-flow moats perfectly align with Buffetts strategy. https://t.co/jHdsLVO9FJ Michael Burry predicts Berkshire Hathaway could buy a "big chunk" of the $FNMA Fannie Mae and $FMCC Freddie Mac IPOs as they exit"
X Link 2026-02-09T18:22Z [----] followers, [----] engagements

"Credo $CRDO has raised its Q3 FY26 revenue outlook to $404M to $408M significantly exceeding its prior guidance. The firm expects mid-single-digit sequential growth in Q4 positioning it for over 200% year-over-year revenue growth this fiscal year"
X Link 2026-02-10T00:42Z [----] followers, [---] engagements

"Alphabets $GOOGL Waymo begins fully autonomous testing in Nashville without human safety drivers a key step toward its [----] commercial debut. The service will launch in partnership with $LYFT Lyft utilizing Flexdrive for dedicated fleet management. Waymo has launched its new World Model built on $GOOGL Google DeepMinds Genie [--]. This generative AI generates realistic driving scenes and synthetic lidar data allowing the fleet to master rare edge cases like floods and tornadoes in simulation before they occur on the road. https://t.co/r15oZ4gURk Waymo has launched its new World Model built on"
X Link 2026-02-10T01:37Z [----] followers, [---] engagements

"Metas $META Instagram is internally testing a new standalone app codenamed Instants to rival $SNAP Snapchats disappearing photo format. The prototype focuses on ephemeral messaging and follows a recent expansion of Instagrams Snap Map-style feature"
X Link 2026-02-10T01:45Z [----] followers, [---] engagements

"Goldman Sachs has reported a 4.2% stake in $ONDS Ondas Holdings totaling [--------] shares as of year-end [----]. The filing indicates a strategic trim from the firms previous 5.9% position amid the companys ongoing capital expansion. Vanguard significantly increased its stake in $CIFR Cipher Mining by about 62% and disclosed a 5% ownership position in $ONDS Ondas. The company also reported a larger holding in $ASTS AST SpaceMobile and filed a new $26 million position in $NBIS NBIS. https://t.co/XzNWxEOdpq Vanguard significantly increased its stake in $CIFR Cipher Mining by about 62% and"
X Link 2026-02-10T01:49Z [----] followers, [---] engagements

"$FNMA $FMCC The White House is urging Congress to codify a ban on large investors buying single-family homes. While Republicans support affordability many worry the move could derail supply-focused bills as the administration finalizes key definitions. President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie"
X Link 2026-02-10T02:12Z [----] followers, [---] engagements

"Rezolve Ai $RZLV has acquired Reward Loyalty UK for $230M in an all-cash non-dilutive deal. The move adds $90M in EBITDA-accretive revenue and embeds Rezolves AI commerce capabilities into major banking and payment networks. Rezolve Ai $RZLV announced a $250M registered direct offering of [--------] ordinary shares at $4.00 per share led by existing and new institutional investors. Proceeds will fund sales expansion technology development acquisitions and general corporate purposes. https://t.co/00KxJNBHzF Rezolve Ai $RZLV announced a $250M registered direct offering of [--------] ordinary shares"
X Link 2026-02-10T14:20Z [----] followers, [----] engagements

"Nebius $NBIS has agreed to acquire agentic search provider Tavily for $275M to integrate real-time web grounding into its AI cloud. The deal unites Tavilys over 1M developer ecosystem with Nebiuss high-performance inference platform. Nebius $NBIS will deploy $NVDA NVIDIAs Vera Rubin NVL72 platform in U.S. and European data centers starting H2 [----]. It will be one of the first AI cloud providers to offer Rubin through Nebius AI Cloud and its Token Factory inference platform. https://t.co/PQgBjeZXRl Nebius $NBIS will deploy $NVDA NVIDIAs Vera Rubin NVL72 platform in U.S. and European data"
X Link 2026-02-10T15:00Z [----] followers, [---] engagements

"Deutsche Bank reiterates a Buy rating on Micron $MU and raises its price target to $500 from $300. Analyst cites unprecedented memory tightness and HBM-driven growth as key catalysts for significant earnings leverage through [----]. Micron $MU warns DRAM supply constraints will extend beyond [----] with new fabs meeting only half to two-thirds of demand. AI driven high-bandwidth memory is fueling record consumption and record revenues tightening supply across PCs mobile and embedded systems. https://t.co/UE3Sfd5rwr Micron $MU warns DRAM supply constraints will extend beyond [----] with new fabs"
X Link 2026-02-10T15:06Z [----] followers, [---] engagements

"Paramount Skydance $PSKY has enhanced its superior $30 per share cash offer for $WBD Warner Bros. Discovery adding a $0.25 quarterly ticking fee for regulatory delays. The firm will also backstop WBDs $1.5B debt exchange and fund the $2.8B Netflix $NFLX breakup fee. $PSKY The DOJ is casting a wide net in its review of $NFLX Netflixs $82.7B bid for $WBD Warner Bros. Discovery. Subpoenas reveal regulators are probing Netflix for "exclusionary conduct" signaling a move beyond standard merger review into potential monopolization concerns. https://t.co/ci5vOvTDBh $PSKY The DOJ is casting a wide"
X Link 2026-02-10T15:16Z [----] followers, [---] engagements

"Cisco $CSCO launches the Silicon One G300 a [-----] Tbps chip designed to power gigawatt-scale AI clusters. Built on $TSM TSMC 3nm tech it features "shock absorber" buffers to boost job performance by 28% and reroute data in microseconds"
X Link 2026-02-10T15:41Z [----] followers, [---] engagements

"Canaccord Genuity maintains a Buy rating on $HIMS Hims & Hers but cuts its price target to $30 following the $NVO Novo Nordisk lawsuit. Analyst believes the recent selloff largely reflects the legal risk associated with compounded GLP-1 sales. Hims & Hers $HIMS says Novo Nordisks $NVO lawsuit is a blatant attack on Americans who rely on affordable compounded care. The firm plans to continue fighting for patient access and choice despite withdrawing its oral semaglutide pill. https://t.co/J5yEO9Nsso Hims & Hers $HIMS says Novo Nordisks $NVO lawsuit is a blatant attack on Americans who rely on"
X Link 2026-02-10T15:47Z [----] followers, [---] engagements

"$MU $SNDK $WDC $ASML $AMAT $STX South Korea Science Minister Bae Kyung-hoon says OpenAI Samsung and SK will begin building data centers in Korea this March. The project scales the Stargate initiative leveraging Korean HBM chips to power massive AI infrastructure. $IREN $CLSK $CIFR $BITF $WULF $CRWV OpenAI unveiled a Stargate Community energy plan under its multiyear multihundredbillion-dollar AI data center initiative. The plan includes collaboration with utilities and communities to ensure local electricity costs dont rise. https://t.co/HmENqIzFsw $IREN $CLSK $CIFR $BITF $WULF $CRWV OpenAI"
X Link 2026-02-11T07:40Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Microsoft is testing superconducting power lines to accelerate AI data center expansion. The technology delivers high-capacity power with zero resistance and 90% less space helping meet a [----] forecast of 12% U.S. electricity consumption. $IREN $CLSK $CIFR $BITF $WULF $CRWV Data center developers expect one in five sites to exceed 1GW by [----] and one in three by [----] per Bloom. This surge is forcing a third of developers to go fully off-grid to bypass utility queues and scale AI factories at speed. https://t.co/fWQ9kBRG1K $IREN $CLSK $CIFR $BITF $WULF $CRWV"
X Link 2026-02-11T07:45Z [----] followers, [---] engagements

"Ancora Holdings has built a $200M stake in $WBD Warner Bros. to oppose the $NFLX Netflix deal and push for $PSKY Paramounts $30 per share all-cash offer. The activist threatens a proxy fight alleging the board failed to secure the best value for shareholders. Paramount Skydance $PSKY has enhanced its superior $30 per share cash offer for $WBD Warner Bros. Discovery adding a $0.25 quarterly ticking fee for regulatory delays. The firm will also backstop WBDs $1.5B debt exchange and fund the $2.8B Netflix $NFLX breakup fee. https://t.co/Z2PGswYXsR Paramount Skydance $PSKY has enhanced its"
X Link 2026-02-11T07:54Z [----] followers, [----] engagements

"$AMZN $RKLB $ASTS $LUNR $PL $RDW Amazon Leo has secured approval to launch [----] additional satellites bringing its planned constellation to over [----]. The expansion adds polar coverage and boosts capacity as the service scales its global broadband network. $AMZN $RKLB $ASTS $LUNR $PL $RDW AT&T AWS and Amazon Leo have partnered to modernize U.S. connectivity. By migrating workloads to AWS Outposts and integrating Amazons LEO satellite network with AT&Ts fiber the giants aim to create a resilient "fiber-to-space" ecosystem. https://t.co/VHHlBI6r60 $AMZN $RKLB $ASTS $LUNR $PL $RDW AT&T AWS and"
X Link 2026-02-11T08:14Z [----] followers, [---] engagements

"Cintas $CTAS and UniFirst $UNF have renewed takeover discussions centered on a $275 per share all-cash offer. The $5.2 billion proposal represents a 64% premium as Cintas seeks to consolidate the uniform rental market through a major merger"
X Link 2026-02-11T08:24Z [----] followers, [---] engagements

"Morgan Stanley maintains an Equalweight rating on Tesla $TSLA with a $415 price target. Analyst frames the 100GW solar manufacturing push as strategic support for energy storage and data center ambitions rather than a near-term valuation driver. $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has acquired xAI with Elon Musk outlining plans to scale AI using space-based compute. Elon estimates launching 1M tons of satellites could add around [---] GW of AI compute annually with a path to [--] TW within a few years. https://t.co/woj054GGOj $RKLB $ASTS $LUNR $PL $RDW $SATL SpaceX has acquired xAI with Elon"
X Link 2026-02-11T08:29Z [----] followers, [---] engagements

"Jefferies upgrades Vistra Energy $VST to Buy and raises its price target to $203. Analyst sees an improved risk-reward profile following recent weakness arguing the market understates upside from nuclear data center deals and Cogentrix. Vistra $VST to acquire Cogentrix Energy from Quantum Capital in a $4.7B deal using cash stock and assumed debt. The deal adds [--] modern natural gas plants totaling [----] MW across PJM ISONE and ERCOT with closing expected mid to late [----]. https://t.co/EdCByK5caV Vistra $VST to acquire Cogentrix Energy from Quantum Capital in a $4.7B deal using cash stock and"
X Link 2026-02-11T08:42Z [----] followers, [---] engagements

"Baidu $BIDU and Uber $UBER have partnered with the RTA to launch Apollo Go autonomous rides in Dubai starting this March. Residents in Jumeirah can book driverless RT6 robotaxis via the Uber app as the city targets 25% autonomous trips by [----]. Uber $UBER CEO Dara Khosrowshahi confirms the firm is facilitating AV fleet financing to secure supply. With over 30% higher utilization than standalone apps Uber is targeting [--] cities by year-end focusing growth on less dense high-profit markets. https://t.co/Dmg80XzrpF Uber $UBER CEO Dara Khosrowshahi confirms the firm is facilitating AV fleet"
X Link 2026-02-11T08:53Z [----] followers, [---] engagements

"$FMCC $FNMA Freddie Mac will report its fourth-quarter and full-year [----] financial results before markets open this Thursday February [--]. The firm plans to host a media call at [--] a.m. ET to discuss its mortgage funding and annual performance. $FMCC Pivotal week for $FNMA Fannie Mae as it prepares for Q4 earnings this Wednesday. With FHFA Director Bill Pulte eyeing a 2.5% - 5% public offering pending President Trump's approval all eyes are on the $8.28 share price for signs of a privatization breakout. https://t.co/wtGW0PEqRa $FMCC Pivotal week for $FNMA Fannie Mae as it prepares for Q4"
X Link 2026-02-11T09:08Z [----] followers, [----] engagements

"$OKLO $NNE $SMR $CEG $LEU $UEC $CENX Energy Secretary Chris Wright joined Century Aluminum to celebrate the first U.S. smelter project since [----]. The Oklahoma plant secured by President Trump will produce [------] tons annually to double domestic capacity. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU Congress approved major nuclear funding with overwhelming bipartisan support passing [----] in the Senate and [-----] in the House. The legislation strengthens U.S. nuclear security advanced reactors and DOE programs. https://t.co/N1lgHawvF2 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU Congress approved major nuclear"
X Link 2026-02-11T09:50Z [----] followers, [----] engagements

"CME Group $CME is reportedly exploring the launch of the first rare earth futures contract to provide a public benchmark for critical minerals. The move follows intensifying global competition and aims to help manufacturers hedge against NdPr price volatility. $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have"
X Link 2026-02-11T17:30Z [----] followers, [---] engagements

"Micron $MU has commenced HBM4 shipments a quarter ahead of schedule with high-volume production now underway. Delivering speeds over [--] Gbps the 6th-gen memory is on track for AI accelerator ramps as [----] supply remains fully committed. Samsung plans to start mass production of HBM4 this month for $NVDA Nvidias next-gen Vera Rubin platform. While $MU Micron guides a Q2 [----] ramp Samsung has cleared qualification and secured orders reclaiming a first-mover advantage in the market. https://t.co/WqqkHDILbw Samsung plans to start mass production of HBM4 this month for $NVDA Nvidias next-gen Vera"
X Link 2026-02-11T17:35Z [----] followers, [---] engagements

"AST SpaceMobile $ASTS announced a $1 billion convertible senior notes offering due [----] to fund global spectrum deployment. The firm also plans to repurchase $300 million in existing debt as it accelerates its satellite constellation rollout. AST SpaceMobile $ASTS has successfully unfolded BlueBird [--] the largest commercial antenna in LEO at [----] square feet. The satellite supports [---] Mbps speeds and 5G service as the firm targets [--] to [--] launches by the end of [----] to reach nationwide scale. https://t.co/1gJ4Oe6UoG AST SpaceMobile $ASTS has successfully unfolded BlueBird [--] the largest"
X Link 2026-02-12T09:03Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Meta broke ground on a $10 billion data center campus in Lebanon Indiana designed to deliver 1GW of capacity for AI workloads. The project will support [----] construction jobs and [---] operational roles as part of its [----] expansion. $IREN $CLSK $CIFR $BITF $WULF $CRWV Data center developers expect one in five sites to exceed 1GW by [----] and one in three by [----] per Bloom. This surge is forcing a third of developers to go fully off-grid to bypass utility queues and scale AI factories at speed. https://t.co/fWQ9kBRG1K $IREN $CLSK $CIFR $BITF $WULF $CRWV Data"
X Link 2026-02-12T09:10Z [----] followers, [----] engagements

"Apples $AAPL Siri overhaul faces delays as testing setbacks impact its multibillion-dollar integration with Google $GOOGL Gemini. Key features originally slated for March may shift to May or iOS [--] as engineers refine accuracy and response times. Apple $AAPL has officially confirmed it will use $GOOGL Googles Gemini AI models to power new Siri features and other Apple Intelligence capabilities in [----]. https://t.co/u7oWQ0J8SX Apple $AAPL has officially confirmed it will use $GOOGL Googles Gemini AI models to power new Siri features and other Apple Intelligence capabilities in 2026."
X Link 2026-02-12T09:16Z [----] followers, [---] engagements

"Cipher Mining $CIFR appointed real estate executive Thomas Duda to its board supporting the firm's pivot to industrial-scale data center development. Dudas over [--] years of expertise will guide Ciphers shift into HPC and AI hosting. Cipher Mining $CIFR through Black Pearl Compute LLC plans to raise $2B via senior secured notes due [----] for qualified investors. Proceeds will fund the Texas Black Pearl facility reimburse prior equity and cover fees with notes secured by assets and completion guarantees. https://t.co/CR7AzlIcKJ Cipher Mining $CIFR through Black Pearl Compute LLC plans to raise"
X Link 2026-02-12T09:41Z [----] followers, [---] engagements

"$MU Samsung $SSNLF has begun mass production and commercial shipments of HBM4 becoming the first globally to bring next-gen AI memory to market. The firm anticipates HBM sales will more than triple in [----] as it expands capacity. Micron $MU has commenced HBM4 shipments a quarter ahead of schedule with high-volume production now underway. Delivering speeds over [--] Gbps the 6th-gen memory is on track for AI accelerator ramps as [----] supply remains fully committed. https://t.co/wr6nhaHImn Micron $MU has commenced HBM4 shipments a quarter ahead of schedule with high-volume production now"
X Link 2026-02-12T11:39Z [----] followers, [---] engagements

"$MU $SNDK $WDC $ASML $AMAT $STX Kioxia reported Q3 revenue of 543.6B and issued an explosive Q4 outlook projecting up to 935B in revenue as memory price hikes materialize. With capacity sold out through [----] memory supply remains critically tight across the AI sector. $MU $SNDK $WDC $ASML $AMAT $STX Counterpoint Research reports memory prices have surged up to 90% in Q1 [----]. Analysts call [----] a "Golden Era" for the industry as AI demand for HBM and server DRAM pushes manufacturer margins and prices to unprecedented historic peaks. https://t.co/77380WDajE $MU $SNDK $WDC $ASML $AMAT $STX"
X Link 2026-02-12T12:05Z [----] followers, [---] engagements

"Grab $GRAB agreed to acquire 100% of U.S. fintech Stash Financial in a $425M deal. The acquisition adds $5B in AUM and Stashs proprietary AI Money Coach technology to Grab's ecosystem as it expands its global financial services footprint. Grab Finance $GRAB has boosted credit eligibility by 50% across Southeast Asia using the $FICO FICO Platform. By leveraging behavioral data across [--] workflows the superapp now provides real-time credit access to over [--] million underserved users. https://t.co/2iqiGq2Tzz Grab Finance $GRAB has boosted credit eligibility by 50% across Southeast Asia using the"
X Link 2026-02-12T12:09Z [----] followers, [---] engagements

"$FMCC $FNMA Fannie Mae reported $14.4B in [----] net income and a record $109B net worth up 15% YoY. The firm provided $409B in liquidity to support 1.5M households as its $4.1T guaranty book remains resilient amid housing market headwinds. $FMCC $FNMA Freddie Mac will report its fourth-quarter and full-year [----] financial results before markets open this Thursday February [--]. The firm plans to host a media call at [--] a.m. ET to discuss its mortgage funding and annual performance. https://t.co/blUsKgVSsn $FMCC $FNMA Freddie Mac will report its fourth-quarter and full-year [----] financial results"
X Link 2026-02-12T12:14Z [----] followers, [----] engagements

"Navitas $NVTS launched its 5th-gen GeneSiC TAP MOSFET platform delivering a 35% improvement in switching performance for 1200V systems. With AEC-Plus reliability and 1M-year oxide life it targets the high-density power needs of AI data centers. Navitas $NVTS has unveiled a [--] kW GaN DC-DC platform for AI data centers delivering 98.5% efficiency and [---] kW/in power density. The 800V architecture enables cooler faster operation for next-gen AI workloads like $NVDA Nvidia Rubin. https://t.co/KTN2n22ITa Navitas $NVTS has unveiled a [--] kW GaN DC-DC platform for AI data centers delivering 98.5%"
X Link 2026-02-12T13:49Z [----] followers, [---] engagements

"NuScale Power $SMR teamed with ORNL to deploy an AI-enabled framework for fuel optimization across its 12-module reactor plants. Funded by the DOE GAIN initiative the study aims to lower fuel costs and enhance efficiency via shared fuel pools"
X Link 2026-02-12T14:56Z [----] followers, [---] engagements

"Oracle $ORCL secured an $88M Air Force task order for the Cloud One program through Dec [----]. The deal provides OCI services for Top Secret SCI and IL5/6 workloads enabling the use of Oracle AI Database 26ai for secure defense workflows. Oracle $ORCL Financial Services launches an AI platform for retail banking with pre-built agents for loan tracking credit decisions product generation and compliance. The platform features human-in-the-loop governance and will add hundreds more AI agents over [--] months. https://t.co/qi0eScrdcH Oracle $ORCL Financial Services launches an AI platform for retail"
X Link 2026-02-12T15:03Z [----] followers, [---] engagements

"Citizens maintains its Market Outperform rating and $60 price target for $GLXY Galaxy Digital as its AI focus intensifies. Analysts highlight the Helios data center's 1.6GW scale and suggest the infrastructure business alone carries a $100 per share equity value. Galaxy Digital $GLXY received ERCOT approval for an additional [---] MW at its Helios data center in West Texas doubling the campuss total capacity to over [---] GW. Construction is underway with initial power delivery expected in early [----]. https://t.co/Rb51yzTUIC Galaxy Digital $GLXY received ERCOT approval for an additional [---] MW at"
X Link 2026-02-12T15:16Z [----] followers, [---] engagements

"Citizens maintains its Market Outperform rating and $22 price target for $WULF TeraWulf as its pivot toward high-performance computing (HPC) gains momentum. Analysts highlight the firms 2.8GW pipeline and power-cost edge as keys to unlocking long-term value. TeraWulf $WULF has acquired two sites in Hawesville Kentucky and Morgantown Maryland adding [---] GW of capacity and expanding its portfolio to [---] GW across five sites. The facilities provide immediate power and potential for scalable digital and energy infrastructure. https://t.co/4TEORaQTEc TeraWulf $WULF has acquired two sites in"
X Link 2026-02-12T15:38Z [----] followers, [---] engagements

"Benchmark maintains its Buy rating and $7 price target for $GRAB Grab following its Q4 [----] earnings report. Analysts describe the results as overhang-clearing and point to a credible three-year roadmap with a 40% EBITDA CAGR driving long-term upside. Grab $GRAB agreed to acquire 100% of U.S. fintech Stash Financial in a $425M deal. The acquisition adds $5B in AUM and Stashs proprietary AI Money Coach technology to Grab's ecosystem as it expands its global financial services footprint. https://t.co/cnLUzI0G6z Grab $GRAB agreed to acquire 100% of U.S. fintech Stash Financial in a $425M deal."
X Link 2026-02-12T15:51Z [----] followers, [---] engagements

"Rocket Lab $RKLB sets late February for its "Cassowary Vex" hypersonic mission for the Defense Innovation Unit (DIU). Launching from Wallops the HASTE rocket will deploy the DART AE scramjet aircraft marking its 4th hypersonic test in under six months. Rocket Labs $RKLB Hungry Hippo captive fairing has arrived at its Virginia launch site marking a key milestone ahead of Neutrons first flight. The reusable fairing stays attached through launch and return supporting rapid reuse and lifting up to 13000kg to orbit. https://t.co/GqBLVT8Mzz Rocket Labs $RKLB Hungry Hippo captive fairing has arrived"
X Link 2026-02-13T06:31Z [----] followers, [---] engagements

"Applied Materials $AMAT raises Q2 guidance to $7.65B revenue and $2.64 EPS smashing estimates on surging AI and HBM demand. The firm resolved its US Commerce probe with a $252.5M settlement clearing the path for 20% growth in 2026"
X Link 2026-02-13T06:49Z [----] followers, [---] engagements

"Coinbase $COIN reports $1.78B Q4 revenue capping a year where trading volume hit $5.2T and market share doubled. With $14.1B in resources and [--] products now generating $100M+ annually Coinbase is pivoting toward an "Everything Exchange" model"
X Link 2026-02-13T07:45Z [----] followers, [---] engagements

"$OKLO $SMR $BITF $IREN $LEU $CEG Modernization of six U.S. coal plants is underway via a $175M investment aimed at securing grid reliability and rural energy affordability. The retrofits extend plant lifespans to meet the surging power demands of AI and industry. $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy" https://t.co/YfE11p8si3 $OKLO $SMR $NNE $CEG $LEU $UEC $UUUU President Trump: "The US is going heavy"
X Link 2026-02-13T08:25Z [----] followers, [----] engagements

"Ondas $ONDS subsidiary Airobotics has secured a multi-million dollar NATO order for its Iron Drone Raider. Part of a $16.8M European airport initiative the deal validates net-based kinetic interception as a safe civil-compliant solution for critical infrastructure. Ondas $ONDS subsidiary 4M Defense has secured a demining contract worth over $30M in Israel to clear [---] acres along the Syrian border. The project uses autonomous robotics and AI to deliver one of the nations largest-ever land reclamation efforts. https://t.co/rVQN2CZ2Hv Ondas $ONDS subsidiary 4M Defense has secured a demining"
X Link 2026-02-13T21:01Z [----] followers, [----] engagements

"Anthropics Claude was utilized in the U.S. military operation to capture Nicols Maduro via its partnership with $PLTR Palantir"
X Link 2026-02-14T03:18Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Anthropic has closed a $30B funding round at a $380B valuation to fuel its pursuit of 10GW in power capacity. Led by a veteran team and a $14B revenue run rate the firm is scaling proprietary infrastructure to secure the future of AI. $IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen Huang tells CNBC that OpenAI and Anthropic are "making great money" but remain compute-constrained as demand for hardware hits an inflection point where even 6-year-old GPUs are rising in price. https://t.co/9YU0sRInvC $IREN $CLSK $CIFR $BITF $WULF $CRWV Nvidia CEO Jensen"
X Link 2026-02-14T03:43Z [----] followers, [----] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML President Trump: "My administration has taken extraordinary steps to make sure the United States has all of the critical minerals and rare earths that we need." $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have"
X Link 2026-02-14T05:01Z [----] followers, [----] engagements

"$FNMA $FMCC President Trump: "I will ban large institutional investors buying up single-family homes and making it impossible for people to buy a home" "The US government is buying $200B in mortgage bonds to bring down rates" President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months"
X Link 2026-02-14T06:13Z [----] followers, [----] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Goldman Sachs warns that AI data center buildouts face bottlenecks far beyond DRAM. As constraints shift to power grids and liquid cooling the primary risk to the over $500B capex cycle has migrated from the server rack to the substation. $MU $SNDK $WDC $ASML $AMAT $STX Counterpoint Research reports memory prices have surged up to 90% in Q1 [----]. Analysts call [----] a "Golden Era" for the industry as AI demand for HBM and server DRAM pushes manufacturer margins and prices to unprecedented historic peaks. https://t.co/77380WDajE $MU $SNDK $WDC $ASML $AMAT"
X Link 2026-02-14T06:34Z [----] followers, [---] engagements

"$BTC $ETH $FNMA $FMCC FHFA Director William Pulte has ordered Fannie Mae and Freddie Mac to explore including cryptocurrency as a federal mortgage asset. This directive allows borrowers to count digital wealth toward reserves without immediate liquidation. Michael Burry predicts Berkshire Hathaway could buy a "big chunk" of the $FNMA Fannie Mae and $FMCC Freddie Mac IPOs as they exit conservatorship. Burry who holds large stakes in both argues the GSEs cash-flow moats perfectly align with Buffetts strategy. https://t.co/jHdsLVO9FJ Michael Burry predicts Berkshire Hathaway could buy a "big"
X Link 2026-02-14T07:02Z [----] followers, [----] engagements

"Corning $GLW and Meta $META have signed a $6B deal to build advanced U.S. AI data centers. As anchor customer Meta will fund the expansion of Cornings Hickory plant into the worlds largest fiber facility securing the domestic supply of next generation optical tech. $IREN $CLSK $CIFR $BITF $WULF $CRWV Meta broke ground on a $10 billion data center campus in Lebanon Indiana designed to deliver 1GW of capacity for AI workloads. The project will support [----] construction jobs and [---] operational roles as part of its [----] expansion. https://t.co/kwutPF74Z6 $IREN $CLSK $CIFR $BITF $WULF $CRWV Meta"
X Link 2026-02-14T07:49Z [----] followers, [---] engagements

"$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump is accelerating the "America First Arms Transfer Strategy" leveraging a $1T defense budget and $300B in annual sales to reindustrialize the U.S. while banning buybacks for underperforming contractors to prioritize production. $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump on increasing the military budget: We have the best equipment in the world we make the best equipment in the world. We need it because there are some real threats out there. https://t.co/XSpImIvBHf $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump on increasing the"
X Link 2026-02-14T08:44Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML United States opened its first new rare earth mine in [--] years at Wyomings Brook Mine. By extracting critical minerals from coal the project secures a domestic supply for AI and defense to decouple from China. $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't"
X Link 2026-02-14T17:26Z [----] followers, [----] engagements

"$FNMA $FMCC FHFA Director Bill Pulte: "The American people chose President Trump for a reason and we're going to usher in a new age of homeownership in this country. Weve seen new purchase applications and refinancing go up. $FNMA $FMCC Treasury Sec. Scott Bessent: "I'm very interested in Fannie and Freddie. I'm interested in us fulfilling their mission to the American people to keep mortgage rates low." https://t.co/aDof2OKWit $FNMA $FMCC Treasury Sec. Scott Bessent: "I'm very interested in Fannie and Freddie. I'm interested in us fulfilling their mission to the American people to keep"
X Link 2026-02-14T17:46Z [----] followers, [----] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Former Google CEO Eric Schmidt: "In America we have produced no new electricity. China has infinite electricity." $IREN $CRWV $CIFR $NBIS $BITF President Trump: AI plants are building their own power like no ones ever seen. New AI facilities can build their own electric generating force creating ideas and contraptions like nobodys ever seen. https://t.co/lhB4uytO5D $IREN $CRWV $CIFR $NBIS $BITF President Trump: AI plants are building their own power like no ones ever seen. New AI facilities can build their own electric generating force creating ideas and"
X Link 2026-02-14T18:03Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML CME Group is launching the worlds first rare earth futures contract focusing on NdPr alloys used in EVs and defense. The move aims to provide a transparent benchmark to hedge volatility and reduce global reliance on Chinese market dominance. $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not"
X Link 2026-02-14T18:44Z [----] followers, [----] engagements

"$FNMA $FMCC Redfins Chen Zhao reports the housing affordability crisis is showing signs of easing as slightly lower costs and rising wages open the door for more Americans to transition to homeownership. President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have supported over [-----] Iowa families in purchasing or refinancing and saved over [----] Iowa families from losing their homes." https://t.co/sT3qg0KrFO President Trump: "We're strengthening $FNMA Fannie Mae and $FMCC Freddie Mac. In the last [--] months those institutions have"
X Link 2026-02-15T07:02Z [----] followers, [----] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV President Trump on the race for AI dominance: AI is going to be the biggest thing. We are leading China by a lot. I came up with a concept: each data center built is going to generate their own electricity $IREN $CRWV $CIFR $NBIS $BITF President Trump: AI plants are building their own power like no ones ever seen. New AI facilities can build their own electric generating force creating ideas and contraptions like nobodys ever seen. https://t.co/lhB4uytO5D $IREN $CRWV $CIFR $NBIS $BITF President Trump: AI plants are building their own power like no ones ever"
X Link 2026-02-16T03:32Z [----] followers, [----] engagements

"$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS Pentagon officials warned defense contractors to brace for sweeping performance reviews to identify firms failing to meet obligations. This follows a January executive order threatening to halt buybacks for underperforming companies. $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump on increasing the military budget: We have the best equipment in the world we make the best equipment in the world. We need it because there are some real threats out there. https://t.co/XSpImIvBHf $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS President Trump on increasing the military"
X Link 2026-02-16T07:20Z [----] followers, [---] engagements

"$MP $UUUU $UAMY $USAR $LAC $CRML Commerce Secretary Howard Lutnick on the launch of Project Vault: "We are taking back critical minerals. We are taking back mining. We're taking back the auto industry." $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." https://t.co/xXxfuleDMj $MP $UUUU $UAMY $USAR $LAC $CRML Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals don't"
X Link 2026-02-16T16:23Z [----] followers, [----] engagements

"$ASTI $RKLB $ASTS $LUNR $RDW $VOYG Elon Musk on SpaceX acquiring xAI: "The capabilities we unlock by making space-based data centers a reality will fund and enable self-growing bases on the Moon an entire civilization on Mars and ultimately expansion to the Universe." $RKLB $ASTS $LUNR $PL $RDW $SATL $FLY SpaceX is reportedly weighing a dual-class share structure for its [----] IPO to cement Elon Musks voting control. The plan aims to safeguard long-term space ambitions as the company targets a record-breaking $1.5T valuation. https://t.co/t76GpWfNT5 $RKLB $ASTS $LUNR $PL $RDW $SATL $FLY SpaceX"
X Link 2026-02-16T17:20Z [----] followers, [----] engagements

"Micron $MU commits $200B to U.S. expansion including a $100B New York megafab and $50B in Boise to ease AI memory shortages. As HBM demand outpaces supply gross margins have surged to 56% with a 68% target fueling a global manufacturing race. Micron $MU breaks ground on a $24B advanced wafer fab in Singapore to support rising AI driven memory demand. The project adds about 700K sq ft of cleanroom space creates [----] jobs and is expected to begin wafer production in H2 [----]. https://t.co/zNOA9Y4Ogr Micron $MU breaks ground on a $24B advanced wafer fab in Singapore to support rising AI driven"
X Link 2026-02-17T04:36Z [----] followers, [----] engagements

"Hapag-Lloyd has agreed to acquire $ZIM ZIM for $35.00 per share in a $4.2B all cash transaction. The deal combines fleets to exceed [---] vessels and 3M TEU capacity while Israeli PE firm FIMI will lead New ZIM with [--] ships to secure national trade"
X Link 2026-02-17T04:52Z [----] followers, [---] engagements

"$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS Secretary of War Pete Hegseth on Space being the high ground a foundation domain for defense and economic strength. "We are investing in this budget to ensure we maintain dominance in space. That is a frontier." $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS Secretary of War Pete Hegseth on the Drone Dominance initiative: " This program will drive costs down and capabilities up. We will deliver tens of thousands of small drones in [----] and hundreds of thousands by 2027." https://t.co/nMUIi4lfa1 $RCAT $PLTR $KTOS $UMAC $DPRO $ONDS Secretary of War Pete Hegseth on the"
X Link 2026-02-17T06:21Z [----] followers, [---] engagements

"$IREN $CLSK $CIFR $BITF $WULF $CRWV Energy is the definitive trade of the decade. From AI and chips to EVs and robotics every pillar of the future relies on massive power. With data centers facing a 19GW supply gap electricity is now the ultimate bottleneck. $IREN $CLSK $CIFR $BITF $WULF $CRWV President Trump on the race for AI dominance: AI is going to be the biggest thing. We are leading China by a lot. I came up with a concept: each data center built is going to generate their own electricity https://t.co/ccY4H6EY2M $IREN $CLSK $CIFR $BITF $WULF $CRWV President Trump on the race for AI"
X Link 2026-02-17T07:55Z [----] followers, [----] engagements

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