@becomethetape Avatar @becomethetape brett favre capital

brett favre capital posts on X about $vpg, $tsla, $dna, $bcar the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 40% cryptocurrencies 29% automotive brands 29% finance 23% technology brands 19% social networks 6% celebrities 3% exchanges 2% countries 1%

Social topic influence $vpg 37%, $tsla 17%, $dna #9, $bcar 15%, tesla 14%, $500m #98, ai 10%, open ai 8%, $xpev 6%, debt 5%

Top accounts mentioned or mentioned by @aleabitoreddit @citronresearch @thematictrader @ginkgo @citrini7 @tedhzhang @teslaoptimus @beachtrades @robertdurant7 @panda160566 @slowdeveloper @kingtutcap @mikealfred @figurerobot @zastocks @goingballistic5 @stocktalkweekly @stocksavvyshay @pennycheck @chriscamillo

Top assets mentioned Tesla, Inc. (TSLA) Muhdo Hub (DNA) XPENG INC. (XPEV) Zcash (ZEC) Cypherpunk Technologies Inc. (CYPH) Bloom Energy Corporation (BE) CoreWeave, Inc (CRWV) Alphabet Inc Class A (GOOGL) Regal Rexnord, Corp. (RRX) retard to retired (R/R) Nextracker Inc. (NXT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Bitcoin (BTC) OpenServ (SERV) Teradyne, Inc. (TER) TrumpCoin (DJT) ProCap BTC (BRR) Novanta Inc. Common Stock (NOVT) DigitalBridge Group, Inc. (DBRG)

Top Social Posts

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

"MEGA theme $DNA @aleabitoreddit This is only going to gain traction in [----]. $500m mkt cap running autonomous labs with LLM. Gift OpenAI CPO Kevin Weil says [----] will do to science what [----] did to software engineering If you aren't using AI to collaborate on research today you're already falling behind AI is no longer just synthesizing data; "it is going beyond the frontier of human understanding" https://t.co/SOLrPHwGAX OpenAI CPO Kevin Weil says [----] will do to science what [----] did to software engineering If you aren't using AI to collaborate on research today you're already falling"
X Link 2026-02-10T23:43Z [---] followers, [---] engagements

"RT @ThematicTrader: Now we've seen Isomorphic Labs and $DNA come out with incredibly bullish AI enabled outcomes in the last week. AI advan"
X Link 2026-02-10T21:54Z [---] followers, [--] engagements

"Really good summary. Ive shared enough thoughts on $VPG so will not beat a dead horse. Everything aligning - would like to see it base in the 40s while we await for Optimus v3 reveal in April/May (based on Elons few months comment) $VPG Earnings Call: - We have a list of Humanoid manufacturers that we have started dialogue with in different parts of the world. We hope to report that we are going to ship prototypes to other customers in the future. "We are looking at many more humanoid manufacturers." - We $VPG Earnings Call: - We have a list of Humanoid manufacturers that we have started"
X Link 2026-02-11T16:07Z [---] followers, [---] engagements

"Interestingly enough D. Boral Capital was the sole underwriter for $DJT (which hit $180 at one point). They seem to be able to move quickly to get deals closed as well upon researching. Just want to see the deck to see financial trends. $BCAR $BCAR SPAC DA late yesterday AH w/ Exascale a "provider of high-performance secure and scalable AI compute infrastructure for enterprise customers". "qualified contract pipeline exceeding $300 million in recurring revenue" $500M pre-money valuation Took long bc it was only a https://t.co/CNsvAKlxD7 $BCAR SPAC DA late yesterday AH w/ Exascale a "provider"
X Link 2026-01-30T19:34Z [---] followers, [----] engagements

"$BCAR wild to see the warrants sub $1 while $WLAC warrants above $3. I think $BCARW go well above $2 after the investor deck sheds more light. Its a super interesting model - high performance compute tailored at an affordable price for the non-hyperscalers. $500m val is juicy Exascale Labs Fuels Objaverse++: How Next-Gen GPU Infrastructure Accelerated a 3D AI Breakthrough Researchers from leading universities gathered over [------] 3D objects. Exascale Labs' GPU clusters with hands-on support accelerated training enhanced models and facilitated Exascale Labs Fuels Objaverse++: How Next-Gen GPU"
X Link 2026-02-06T01:31Z [---] followers, [----] engagements

"Basically a mini $NBIS. Say what you want about the neoclouds as of late. a neocloud not reliant on the hyperscalers ( $BCAR) might end up in a healthier spot financially than the big players. Huge customer diversification and I only see demand increasing. Less capex risk. Everyone is 👉Dreaming about god-like AI 👉 Paying peasant-level attention to the power bill A big-brain move would be 👉 Fixing both Thats literally us Exabits We build enterprise-grade GPU clusters in AI-ready data centers (AIDCs) 👉 2-8x faster performance 👉 https://t.co/qNss4qwWcT Everyone is 👉Dreaming about god-like"
X Link 2026-02-06T01:34Z [---] followers, [---] engagements

"I've had this theory for awhile but starting to lean into it more. i think the markets "correct" faster than they used too. What used to take months takes days now. Thats why these moves are so violent"
X Link 2026-02-06T01:39Z [---] followers, [--] engagements

"also why we see "V" shaped recoveries so frequently these days. rinse repeat. who knows"
X Link 2026-02-06T01:40Z [---] followers, [--] engagements

"Is $BE not super obvious here *PJM SEES POTENTIAL 60GW POWER SUPPLY SHORTFALL OVER NEXT DECADE This means all batshit insane capex spending plans will be scrapped since there is not enough juice to power the DCs *PJM SEES POTENTIAL 60GW POWER SUPPLY SHORTFALL OVER NEXT DECADE This means all batshit insane capex spending plans will be scrapped since there is not enough juice to power the DCs"
X Link 2026-02-06T16:01Z [---] followers, [---] engagements

"$DNA this is going to GO sub $500m mkt cap #long https://the-decoder.com/openai-and-ginkgo-bioworks-build-an-autonomous-lab-where-gpt-5-calls-the-shots/ https://the-decoder.com/openai-and-ginkgo-bioworks-build-an-autonomous-lab-where-gpt-5-calls-the-shots/"
X Link 2026-02-06T16:13Z [---] followers, [---] engagements

"This is pretty monumental IMO $DNA back from the dead $500m mkt cap actual use case for AI $DNA says its autonomous lab powered by OpenAIs GPT-5 cut cell-free protein synthesis reaction component costs by 40% versus prior published methods. In the preprint they report producing sfGFP at $422 per gram in total reaction component costs vs $698 per gram previously https://t.co/uq79LacUJj $DNA says its autonomous lab powered by OpenAIs GPT-5 cut cell-free protein synthesis reaction component costs by 40% versus prior published methods. In the preprint they report producing sfGFP at $422 per gram"
X Link 2026-02-06T16:44Z [---] followers, [---] engagements

"$DNA @RobertDurant7 feel like this is some news youd like We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW"
X Link 2026-02-06T16:48Z [---] followers, [---] engagements

"Yep $DNA hidden gem I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This is automated scientific progress. I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This is automated scientific progress"
X Link 2026-02-06T17:40Z [---] followers, [---] engagements

"I think folks digest this news better over the weekend and $DNA could really re-rate in the coming days. This is huge. $500m mkt cap. for [---] years science was humanity's project to understand the universe. we are now mass producing knowledge no human can understand. the world is about to become a mystery again except this time the magic actually works for [---] years science was humanity's project to understand the universe. we are now mass producing knowledge no human can understand. the world is about to become a mystery again except this time the magic actually works"
X Link 2026-02-06T17:45Z [---] followers, [---] engagements

"@aleabitoreddit You might like $BCAR - recent SPAC deal $500m valuation NeoCloud. Mini $CRWV $300m recurring rev and just signed another $50m contract"
X Link 2026-02-06T19:48Z [---] followers, [---] engagements

"@aleabitoreddit I think youd like $DNA for the moonshot basket. $500m mkt cap just had big need with OpenAI I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This is automated scientific progress. I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This"
X Link 2026-02-09T03:58Z [---] followers, [---] engagements

"I think $DNA just became a hidden gem overnight. Delayed EP @TedHZhang $450m mkt cap $400m cash $0 debt @aleabitoreddit BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy + science This may open up one the largest TAMs ever seen The study combined BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy +"
X Link 2026-02-09T16:30Z [---] followers, [----] engagements

"Zero X chatter on $DNA. Perfect. just like when I bought a boatload of $VPG in the high 20's. @aleabitoreddit BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy + science This may open up one the largest TAMs ever seen The study combined BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy + science"
X Link 2026-02-09T19:53Z [---] followers, [---] engagements

"Smart money knows how BIG this is for drug discovery. Finally a tangible outcome using AI. Look at all the OpenAI execs who personally tweeted about this news. 👀 $DNA x OpenAI will have more to share I imagine. Love it - @aleabitoreddit think youd like this. We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose"
X Link 2026-02-10T00:38Z [---] followers, [---] engagements

"@ThematicTrader @panda160566 Added more today $DNA"
X Link 2026-02-10T21:55Z [---] followers, [--] engagements

"@slow_developer CPO at OpenAI basically calls out @Ginkgo check his recent tweets Hidden gem i got that gut feeling. Favorite name in [----] now. $VPG close second @aleabitoreddit"
X Link 2026-02-11T01:16Z [---] followers, [---] engagements

"Amazing read. "The upside if we get it right is staggering. AI could compress a century of medical research into a decade. Cancer Alzheimer's infectious disease aging itself. these researchers genuinely believe these are solvable within our lifetimes." $DNA https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T17:04Z [---] followers, [---] engagements

"Ginkgo has spent nearly two decades developing best-in-class lab automation $DNA @aleabitoreddit A lot of people talking about this like it's a bunch of vibecoders who hooked up an LLM to some robots In reality Joy is one of the best experimentalists I've ever met (before she went to OpenAI) and Ginkgo has spent nearly two decades developing best-in-class lab automation A lot of people talking about this like it's a bunch of vibecoders who hooked up an LLM to some robots In reality Joy is one of the best experimentalists I've ever met (before she went to OpenAI) and Ginkgo has spent nearly"
X Link 2026-02-11T17:08Z [---] followers, [---] engagements

"The other side of this is you financially can not afford to miss this bubble. Capital will be rotating and it is very important to capture this move https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T17:09Z [---] followers, [--] engagements

"$DNA Dec25 - Deal with the DOE for [--] robot facility Jan26 - Partnership and breakthrough with OpenAI. I like the trend https://www.prnewswire.com/news-releases/ginkgo-bioworks-selected-by-pnnl-to-deliver-a-modular-highthroughput-phenotyping-platform-for-does-m2pc-302634071.html https://www.prnewswire.com/news-releases/ginkgo-bioworks-selected-by-pnnl-to-deliver-a-modular-highthroughput-phenotyping-platform-for-does-m2pc-302634071.html"
X Link 2026-02-11T22:11Z [---] followers, [---] engagements

"@ThematicTrader $DNA"
X Link 2026-02-12T22:53Z [---] followers, [--] engagements

"And now on the 3Q25 earnings call $VPG says "there are discussions between us and our customers regarding VPG's capability to support higher vol manufacturing" Only humanoid pure outside of $TSLA / $XPEV (and its a profitable $400m mkt cap) @CitronResearch @kingtutcap "We've been working with leading form-factor developer now for the last year and a half. That company has publicly stated that they want to see thousands of these robots in their factory by end of 2025.This could be a gamechanger". $VPG $TSLA "We've been working with leading form-factor developer now for the last year and a"
X Link 2025-11-10T02:31Z [---] followers, [---] engagements

"@mikealfred Printer goes $BRR"
X Link 2025-11-10T03:44Z [---] followers, [---] engagements

"$XPEV so strong after the humanoid news Friday. Huge volume coming in. Good chance #humanoids are the next big theme which really hasn't caught on yet Hello world. IRON is on track for mass production bringing us closer to large-scale humanoid manufacturing by [----]. IRON is not just a machine but a companion built with purpose. A new chapter of intelligence begins. $XPEV https://t.co/4LI96Qcnyd Hello world. IRON is on track for mass production bringing us closer to large-scale humanoid manufacturing by [----]. IRON is not just a machine but a companion built with purpose. A new chapter of"
X Link 2025-11-10T22:08Z [---] followers, [---] engagements

"$VPG timeline thread aka per @CitronResearch "The Hidden Tesla Optimus Play" -Aug24: Management echoed Teslas exact production timeline stating their customer planned thousands of robots internally by the end of [----]. This mirrors Musks explicit statements perfectly"
X Link 2025-11-10T22:23Z [---] followers, [---] engagements

"-Nov25 "Customers one we are ahead with the design and the other we are in the prototype levels. Already now there are some discussions regarding higher volume production" Presumably working with @Tesla_Optimus @Figure_robot and others (speculation). Surely aligns w Musk TL"
X Link 2025-11-10T22:23Z [---] followers, [--] engagements

"Few sources - note this is highly summarized and just using X to track a few high level thoughts. https://www.fool.com/earnings/call-transcripts/2025/11/04/vishay-precision-vpg-q3-2025-earnings-transcript/ https://www.investing.com/news/transcripts/vishay-precision-at-jefferies-conference-expanding-horizons-in-sensor-technology-93CH-4223194 https://citronresearch.com/wp-content/uploads/2025/04/Citron-Research-Long-Vishay-Precision-Group.pdf https://www.fool.com/earnings/call-transcripts/2025/11/04/vishay-precision-vpg-q3-2025-earnings-transcript/"
X Link 2025-11-10T22:23Z [---] followers, [--] engagements

"@ZaStocks 100% and I couldn't agree more with your $TSLA thesis. Think you'd be interested in $VPG - the critical "picks-and-shovels" supplier quietly powering Tesla Optimus Big developments recently and has gone under the radar ever since Citron rec. https://citronresearch.com/wp-content/uploads/2025/04/Citron-Research-Long-Vishay-Precision-Group.pdf https://citronresearch.com/wp-content/uploads/2025/04/Citron-Research-Long-Vishay-Precision-Group.pdf"
X Link 2025-11-12T00:36Z [---] followers, [---] engagements

"@Citrini7 Yes. You should look into $VPG as well https://www.micro-measurements.com/humanoid-robotics https://www.micro-measurements.com/humanoid-robotics"
X Link 2025-11-12T04:28Z [---] followers, [--] engagements

"@Citrini7 $VPG working with TSLA"
X Link 2025-11-12T04:31Z [---] followers, [--] engagements

"$VPG $RRX $ALNT $TSLA $XPEV"
X Link 2025-11-12T20:32Z [---] followers, [---] engagements

"Yolo Nividia Bitcoin You meet your [--] year old self youre allowed [--] words. What do you say You meet your [--] year old self youre allowed [--] words. What do you say"
X Link 2025-11-12T20:56Z [---] followers, [--] engagements

"Who likes #LinkedInAlpha Recently $VPG has gone from never posting abt humanoids to posting about humanoids 1+ times per week 👀 Last ER discussions for high volume manufacturing $TSLA $RR $SERV $ALNT $RRX $TER @CitronResearch @Citrini7 @GoingBallistic5 @Tesla_Optimus"
X Link 2025-11-13T01:22Z [---] followers, [---] engagements

"Good entry spot in $XPEV off the 10ema/breakout retest. That volume and humanoid theme are enough for me to get long"
X Link 2025-11-14T16:01Z [---] followers, [----] engagements

"Humanoid theme has majority of my focus. Theme of a lifetime imo. Still like some select AI/datacenter build-out (BE VRT etc) but some of those names have had their fun already (IREN CIFR etc). $TSLA $XPEV $VPG $RRX $ALNT $TER any others NEW 🚨 China begins world's first mass humanoid robot delivery Shenzhen has reached a big milestone in robotics: UBTECH Robotics has now delivered hundreds of its Walker S2 humanoid robots to real industrial workplaces. https://t.co/ylmhi6Fa4M NEW 🚨 China begins world's first mass humanoid robot delivery Shenzhen has reached a big milestone in robotics:"
X Link 2025-11-14T16:06Z [---] followers, [---] engagements

"#LinkedIn alpha is unmatched -- $VPG #humanoids"
X Link 2025-11-15T17:21Z [---] followers, [----] engagements

"Humanoid cheat sheet: Humanoid robot makers: $TSLA $XPEV Sensors: $NOVT $VPG Actuators / Motion Systems & Mechatronics Subsystems: $ALNT Anyone got any others Looking for pure plays (U.S. listed)"
X Link 2025-11-21T17:14Z [---] followers, [---] engagements

"$DVLT just watching but look at those big bars 11/7 and 11/14. Showed strength then got tight. Follow price"
X Link 2025-11-21T17:16Z [---] followers, [---] engagements

"Just like we saw with nuclear and rare earths the time to buy is now and by the time the announcement comes will likely be priced in and be a sell the news event. #Theme for [----] IMO TRUMP ADMIN CONSIDERING ORDER ON ROBOTICS NEXT YEAR: POLITICO TRUMP ADMIN CONSIDERING ORDER ON ROBOTICS NEXT YEAR: POLITICO"
X Link 2025-12-03T18:45Z [---] followers, [--] engagements

"$DBRG going (Without me) $DBRG Sale rumors in May sent the stock 25%. Elon going to buyout for the Starlink + xAI infra Would make a ton of sense and the underlying assets are likely being materially undervalued @stocktalkweekly @StockSavvyShay @pennycheck @beach_trades https://t.co/hZPCAnz8Xh $DBRG Sale rumors in May sent the stock 25%. Elon going to buyout for the Starlink + xAI infra Would make a ton of sense and the underlying assets are likely being materially undervalued @stocktalkweekly @StockSavvyShay @pennycheck @beach_trades https://t.co/hZPCAnz8Xh"
X Link 2025-12-05T17:44Z [---] followers, [---] engagements

"$ZEC $ZCASH $440 is the big level imo. $CYPH catch up already $ZEC looks like a beach ball under water. Such a small market cap relative to $BTC $ZEC looks like a beach ball under water. Such a small market cap relative to $BTC"
X Link 2025-12-08T17:32Z [---] followers, [---] engagements

"$CYPH $ZEC nice moves this AM Long $cyph on this divergence with $zec. Scarcity value if it holds the recent lows Long $cyph on this divergence with $zec. Scarcity value if it holds the recent lows"
X Link 2025-12-09T16:03Z [---] followers, [--] engagements

"Probably explains $ZEC being so strong. Im the opposite of a crypto bro but i will be trading $cyph a ton next year. Scarcity value (for now) 🚨JUST IN: $9 TRILLION IS KNOCKING ON BITCOINS FRONT DOOR. A new letter from Congress urges SEC Chair Paul Atkins to let Americans hold $BTC and crypto in their 401(k) retirement accounts immediately. If this door opens every plan sponsor advisor and asset manager is https://t.co/ViQYQe2YEh 🚨JUST IN: $9 TRILLION IS KNOCKING ON BITCOINS FRONT DOOR. A new letter from Congress urges SEC Chair Paul Atkins to let Americans hold $BTC and crypto in their"
X Link 2025-12-12T00:54Z [---] followers, [---] engagements

"P.s. i an worried about dilution and reaction following the 12/15 vote so no longer involved in $cyph until the dust settles Probably explains $ZEC being so strong. Im the opposite of a crypto bro but i will be trading $cyph a ton next year. Scarcity value (for now) Probably explains $ZEC being so strong. Im the opposite of a crypto bro but i will be trading $cyph a ton next year. Scarcity value (for now)"
X Link 2025-12-12T00:56Z [---] followers, [---] engagements

"$QCLS does this have a $RGTI Dec24 type run if the market has a holiday rally in spec stuff Rate cuts + QE starting again. Never looks fun while the actual pullback/retest happens. Got long today"
X Link 2025-12-12T17:17Z [---] followers, [---] engagements

"Completely agree with this an been my thesis for a few months. Now just comes down to does $TSLA outperform my related picks (e.g. $VPG or not). We'll see"
X Link 2025-12-15T22:08Z [---] followers, [---] engagements

"This has me thinking back to November [--] (few days before Thanksgiving) where Trump announced Scott Bessent as his nominee for Treasury Secretary. Polymarket was totally offsides as well as the market. Trump wants everyone talking + about stock market over the Holidays"
X Link 2025-12-16T16:03Z [---] followers, [--] engagements

"Wow what a find h/t @beach_trades joining long $SUUN. Only name i've seen DIRECTLY mention data centers in space. Could get "out-of-this-world" crazy on Santa week. $SUUN in awe missed to my advantage for now $NVDA #SPACE $SUUN in awe missed to my advantage for now $NVDA #SPACE"
X Link 2025-12-19T18:34Z [---] followers, [----] engagements

"$SUUN All-time legendary holiday run incoming Data center in space theme + ☀ ticker"
X Link 2025-12-19T18:55Z [---] followers, [---] engagements

"$SUUN pretty amazing these guys were taunting data centers in space before Musk was. Lots of $1b mkt cap space names +30-40% today. no reason this can't go $5+ $PL $RKLB $RDW $SIDU $FLY $SUUN I'm excited about this one because they were already pursuing and talking about space-based data centers just before everyone started talking about it *NFA $SUUN I'm excited about this one because they were already pursuing and talking about space-based data centers just before everyone started talking about it *NFA"
X Link 2025-12-19T19:50Z [---] followers, [---] engagements

"Bullish $BE @ChrisCamillo $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale"
X Link 2025-12-22T16:34Z [---] followers, [---] engagements

"$NXT $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute"
X Link 2025-12-22T16:39Z [---] followers, [--] engagements

"$ZEC continues to be the best chart in the market. $CYPH should fly Monday. Wish I would've just bought $ZEC outright. Need to setup some funds on a brokerage that allows it $ZEC didn't get the memo the market is pulling back https://t.co/6aLP5JSm9S $ZEC didn't get the memo the market is pulling back https://t.co/6aLP5JSm9S"
X Link 2025-12-27T21:58Z [---] followers, [---] engagements

"$TSLA monthly"
X Link 2026-01-12T00:49Z [---] followers, [---] engagements

"$BCAR sexiest SPAC in [--] years. We might be back"
X Link 2026-01-14T00:44Z [---] followers, [----] engagements

"$BCAR $53m contract win a month ago. $500m valuation this one is juicy. https://quantumzeitgeist.com/exascale-labs-ai-nova-ai-partnership/ https://quantumzeitgeist.com/exascale-labs-ai-nova-ai-partnership/"
X Link 2026-01-14T14:58Z [---] followers, [----] engagements

"$BCAR best SPAC deal in [--] years. $500m valuation with $300 million in recurring revenue. No brainer"
X Link 2026-01-14T14:59Z [---] followers, [----] engagements

"$BCAR is a mini $CRWV - with some interesting niches in tokenization. Interested to see the investor deck"
X Link 2026-01-15T15:56Z [---] followers, [---] engagements

"$BCAR best SPAC in [--] years. This is going to get found at a 500m valuation with $300m ARR. Mini $CRWV 🚀 Big News 🚀 Exabits has been ranked in the Top [--] Generative AI companies in the U.S. by F6S 🎉 As we push the boundaries of decentralized AI compute this recognition validates our mission to revolutionize AI infrastructure with tokenized GPUs. 🔗 Check out the full 🚀 Big News 🚀 Exabits has been ranked in the Top [--] Generative AI companies in the U.S. by F6S 🎉 As we push the boundaries of decentralized AI compute this recognition validates our mission to revolutionize AI infrastructure"
X Link 2026-01-15T16:04Z [---] followers, [----] engagements

"First [--] days post DA in $CCCX vs. first [--] days post DA in $BCAR One of these is seeing 3x the volume and looks much more explosive"
X Link 2026-01-15T21:54Z [---] followers, [----] engagements

"$BCAR time to delivery is EVERYTHING in the AI buildout (see $BE mega run). $CRWV $NBIS"
X Link 2026-01-15T21:57Z [---] followers, [---] engagements

"$BCAR might be "the one" . gives me $NKLA vibes. Do we get a crazy run to $100 at some point This will get picked up by big names soon and maybe a Citron or buy-side coverage"
X Link 2026-01-15T22:00Z [---] followers, [---] engagements

"Tokenization $CEPT. Wait until $BCAR tokenizing COMPUTE gets found Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will enable tokenized trading experiences including 24/7 operations instant settlement orders sized in dollar amounts and Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will enable tokenized trading experiences including 24/7 operations instant settlement orders sized in dollar"
X Link 2026-01-19T18:07Z [---] followers, [----] engagements

"$BCAR is trying to tokenize GPUs. I'm not sure how the model exactly works but if the tokenization theme picks up (big news recently) $CEPT and $BCAR are only [--] ways to play. @Reformed_Trader $CEPT The NYSE Tokenization announcement isn't a threatits the ultimate validation. While the market thinks the "big boys" are building in-house theyre actually building on the plumbing Securitize already owns. 🧵https://t.co/V9tPqqEVNL. . $CEPT The NYSE Tokenization announcement isn't a threatits the ultimate validation. While the market thinks the "big boys" are building in-house theyre actually"
X Link 2026-01-20T16:13Z [---] followers, [---] engagements

"Hey $VPG I've initiated positions in $VPG ($573m). This is my actual/main robotics sector exposure going forward tethered to $TSLA Optimus. Markets have completely overlooked this robotics sector play: For every Tesla Optimus deployed $VPG likely takes an exceptionally high BOM for https://t.co/c21atQhoMe I've initiated positions in $VPG ($573m). This is my actual/main robotics sector exposure going forward tethered to $TSLA Optimus. Markets have completely overlooked this robotics sector play: For every Tesla Optimus deployed $VPG likely takes an exceptionally high BOM for"
X Link 2026-01-20T18:09Z [---] followers, [---] engagements

"@CitronResearch selling the breakout of a [--] year base Right before Optimus [--] reveal 🤨🤔"
X Link 2026-01-21T16:10Z [---] followers, [---] engagements

"$TSLA [--] million units per year $VPG In the Q1 [----] call management said that each robot could contain tens of sensors and that the sensors content value per robot could range from US $500 to US $1200. $5B - $12B revenue opportunity. And thats just Tesla. The work for the 10-million-unit Optimus facility is already underway. Elon at a shareholder meeting last week said: "We're gonna launch the fastest production ramp of any product of any large complex manufactured product ever. And starting with building a million-unit https://t.co/9BmS1PZsK7 The work for the 10-million-unit Optimus facility"
X Link 2025-11-14T16:36Z [---] followers, [---] engagements

"$VPG does this get found soon with a looming executive order on robotics $TSLA $RR $SERV The only pure play on #humanoids and its a $400m mkt cap @CitronResearch #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk"
X Link 2025-12-03T18:00Z [---] followers, [---] engagements

"$VPG quote from an investment conference earlier this year + Gemini's interpretation $TSLA Would not be surprised to see the 'final arrangement' announced soon"
X Link 2025-12-09T02:50Z [---] followers, [----] engagements

"$VPG Gemini being crazy 👀 BREAKING 🚨 Tesla officially initiated its key supplier audit for the Optimus humanoid robotknown as the "V3 Factory Audit"in December 💥 This is the most critical step before mass production 🎯 Once the audit is passed it will directly trigger official supplier designation https://t.co/BSsYTZpF8s BREAKING 🚨 Tesla officially initiated its key supplier audit for the Optimus humanoid robotknown as the "V3 Factory Audit"in December 💥 This is the most critical step before mass production 🎯 Once the audit is passed it will directly trigger official supplier"
X Link 2025-12-11T02:10Z [---] followers, [----] engagements

"$VPG High tight flag @CitronResearch"
X Link 2025-12-16T20:37Z [---] followers, [---] engagements

"$BCAR pretty interested to see the investor deck any day now. Seems like a pretty unique niche they're chasing. Not a ton of information online however"
X Link 2026-01-20T16:09Z [---] followers, [----] engagements

"$VPG trying to break out of a [--] year base Been pounding table on this one"
X Link 2026-01-20T18:14Z [---] followers, [---] engagements

"$VPG trades SO THIN. If we get a 5m+ volume bar (possible with Optimus ties). this could move $25+ in a jiffy"
X Link 2026-01-20T18:28Z [---] followers, [---] engagements

"$VPG @aleabitoreddit #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk"
X Link 2026-01-21T15:10Z [---] followers, [----] engagements

"@JSiegel88 @aleabitoreddit absolutely not. they do call out the Optimus clip as "concrete evidence" of $VPG in action however"
X Link 2026-01-21T15:16Z [---] followers, [---] engagements

"@FarmerJoe0x @Rob____Banks @aleabitoreddit $VPG mgmt team has already stated they are built in to unnammed customer #1 (TSLA). Once mass production starts you dont switch. Volume just ramps"
X Link 2026-01-21T19:34Z [---] followers, [---] engagements

"$VPG $500m mkt cap + only pure play on Optmius [--] @aleabitoreddit 🚀🚀 "I saw Optimus [--]. Nobody will remember that Tesla ever made a car. It is going to be the most transformative technology product ever made in the history of humanity. I think he's already won." The world's greatest moderator @Jason re: Tesla's Optimus [--]. https://t.co/Js6kQKTHtK "I saw Optimus [--]. Nobody will remember that Tesla ever made a car. It is going to be the most transformative technology product ever made in the history of humanity. I think he's already won." The world's greatest moderator @Jason re: Tesla's Optimus"
X Link 2026-01-21T21:17Z [---] followers, [---] engagements

""The Age of the Humanoid: Tesla Ignites Mass Production of Optimus Gen 3" $TSLA $VPG @aleabitoreddit https://markets.financialcontent.com/stocks/article/tokenring-2026-1-21-the-age-of-the-humanoid-tesla-ignites-mass-production-of-optimus-gen-3 https://markets.financialcontent.com/stocks/article/tokenring-2026-1-21-the-age-of-the-humanoid-tesla-ignites-mass-production-of-optimus-gen-3"
X Link 2026-01-22T17:07Z [---] followers, [---] engagements

"$VPG tradable float is likely around 5m shares (75% institutionally owned). Thats a recipe for fireworks"
X Link 2026-01-22T20:44Z [---] followers, [----] engagements

"$VPG commentary from last earnings call. @aleabitoreddit"
X Link 2026-01-23T19:50Z [---] followers, [---] engagements

"$TSLA to start training Optimus at Austin Gigafactory. Seems like the v3 reveal is very close. Could ignite robotics sector $VPG https://www.businessinsider.com/tesla-optimus-robot-new-training-austin-gigafactory-2026-1 https://www.businessinsider.com/tesla-optimus-robot-new-training-austin-gigafactory-2026-1"
X Link 2026-01-26T04:11Z [---] followers, [---] engagements

"Optimus and related stocks will be the biggest bubble ever. $VPG is the ONLY pure play. V3 reveal any day could be the catalyst @aleabitoreddit @PeterDiamandis Also due to autonomy Tesla is worth more than the rest of the auto industry. That is before Optimus reaches scale production and increases Earth GDP by an order of magnitude. @PeterDiamandis Also due to autonomy Tesla is worth more than the rest of the auto industry. That is before Optimus reaches scale production and increases Earth GDP by an order of magnitude"
X Link 2026-01-26T04:14Z [---] followers, [---] engagements

"$RR 60m volume already an hour into the day ($290m nominal). If $VPG ever sees a fraction of this volume would turn the entire float and get silly quick. Float dynamics matter for a life changing move. @aleabitoreddit"
X Link 2026-01-27T16:18Z [---] followers, [---] engagements

"$VPG will be listening closely after hours to $TSLA call for any commentary on Optimus v3 progress. @aleabitoreddit"
X Link 2026-01-28T20:11Z [---] followers, [---] engagements

""Much higher" than 1m units @aleabitoreddit I think thats uhhh. billions in sales $VPG MUSK SAYS OPTIMUS [--] WILL BE BUILT IN TEXAS AT MUCH HIGHER VOLUME MUSK SAYS OPTIMUS [--] WILL BE BUILT IN TEXAS AT MUCH HIGHER VOLUME"
X Link 2026-01-29T14:25Z [---] followers, [---] engagements

"$SEI looks about ready"
X Link 2026-01-29T19:56Z [---] followers, [--] engagements

"Just checked $VPG LinkedIn 🤖🤖🤖"
X Link 2025-12-11T17:11Z [---] followers, [----] engagements

"$NXT Nextracker and Intersect Power have a deep multi-year relationship. Intersect has historically selected Nextracker for its largest projects including the [---] GW portfolio in Texas and California. Long $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first"
X Link 2025-12-22T16:38Z [---] followers, [--] engagements

"$vpg great sign $TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUCTION AND CONVERT THOSE FACTORIES FOR OPTIMUS PRODUCTION woah $TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUCTION AND CONVERT THOSE FACTORIES FOR OPTIMUS PRODUCTION woah"
X Link 2026-01-28T22:43Z [---] followers, [---] engagements

"got long $GME friday for the first time ever $GME CEO Ryan Cohen will give his 3rd interview in [--] business days - this one live- on Charles Paynes FoxBusiness show at 2pm Eastern on Monday. I think many are wondering why now I have an idea. I will publish a Short Thoughts SS post containing my specific recommendations as https://t.co/cG4ZXiFPOP $GME CEO Ryan Cohen will give his 3rd interview in [--] business days - this one live- on Charles Paynes FoxBusiness show at 2pm Eastern on Monday. I think many are wondering why now I have an idea. I will publish a Short Thoughts SS post containing my"
X Link 2026-02-01T04:13Z [---] followers, [---] engagements

"I think VPG goes over $100 by EOY. Pinned tweet"
X Link 2025-09-17T21:17Z [---] followers, [----] engagements

"my goodness did someone finally figure out that $VPG is the ONLY pure play on Humanoids besides $TSLA I think VPG goes over $100 by EOY. Pinned tweet. I think VPG goes over $100 by EOY. Pinned tweet"
X Link 2025-10-15T18:16Z [---] followers, [----] engagements

"$FLSR $NXT nice summary from Gemini. Huge news. $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a"
X Link 2025-12-22T16:46Z [---] followers, [---] engagements

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