@clincl_trader The Clinical Trader
The Clinical Trader posts on X about ai, $ionq, $sols, $rgti the most. They currently have [--] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [------] -90%
- [--] Month [-------] +3,684%
Mentions: [--] #
- [--] Week [--] +42%
- [--] Month [--] +52%
Followers: [--] #
- [--] Week [--] +18%
- [--] Month [--] +100%
CreatorRank: undefined #
Social Influence
Social category influence finance 42% stocks 39% technology brands 25% social networks 3% cryptocurrencies 2% events 1% countries 1% celebrities 1% products 1%
Social topic influence ai 26%, $ionq 23%, $sols 12%, $rgti 10%, $qubt 10%, qbts 10%, $qbts 9%, hype 8%, inflation 8%, meta 8%
Top accounts mentioned or mentioned by @kobeissiletter @genejchan @fiddleyf @deepicevalue @nicdelfosse @beckontim @hulk9smash @zivjelee @krystofkajanek @elonmusk @quantumdom @commonsenseplay @catstates @jaguaranalytics @deitaone @xavierdenn1 @ionqinc
Top assets mentioned IonQ, Inc. (IONQ) SOLLENSYS CORP (SOLS) Rigetti Computing, Inc. Common Stock (RGTI) Quantum Computing Inc. (QUBT) D-Wave Quantum Inc. (QBTS) Metadium (META) Carvana Co. (CVNA) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Klarna Group plc (KLAR) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Lam Research Corporation (LRCX) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) Arista Networks Inc (ANET) KLA Corp (KLAC) IBM (IBM)
Top Social Posts
Top posts by engagements in the last [--] hours
"Thousands of new data centers are set to come online in [----]. That growth is not gated by chips anymore. It is gated by cooling. AI racks now run at power densities air cannot handle. Liquid cooling is mandatory. That is why $SOLS is positioned well. They are solving a physical constraint not selling a story. In markets bottlenecks beat narratives. https://twitter.com/i/web/status/2005706105947648450 https://twitter.com/i/web/status/2005706105947648450"
X Link 2025-12-29T18:22Z [--] followers, [---] engagements
"Executive Summary Carvanas equity recovery is widely being framed as a turnaround story. This article argues the opposite: the rally reflects financial engineering layered on top of a fragile http://x.com/i/article/2016199396149395456 http://x.com/i/article/2016199396149395456"
X Link 2026-01-27T17:30Z [--] followers, [----] engagements
"Notice how quiet quantum bulls ( $IONQ $RGTI $QBTS $QUBT ) get when the charts stop cooperating. No new breakout lines to draw. No narrative left to recycle. Balance sheets dont care about hype"
X Link 2026-02-03T16:23Z [--] followers, [---] engagements
"$SOLS has been on a quiet steady run. Thats what happens when you operate at the rate-limiting step of AI infrastructure. Cooling materials reliability. New company but a very old economic truth"
X Link 2026-02-03T16:32Z [--] followers, [---] engagements
"$IONQ $RGTI $QBTS $QUBT The red flags cant be ignored anymore. No organic revenue Insiders already unloaded their shares Dilution used to fund acquisitions just to manufacture growth Revenue optics over real products This isnt innovation. Its financial engineering. When a company has to buy revenue instead of earning it the story is already over. The jig is up. https://twitter.com/i/web/status/2019065384125518018 https://twitter.com/i/web/status/2019065384125518018"
X Link 2026-02-04T15:07Z [--] followers, [---] engagements
"Price floors on metals are not protection. They are a warning. The Oval Office is discussing price floors on metals. When governments step in to set minimum prices on basic inputs it is a signal that something is breaking. Heres what actually happens 🧵👇 1/9"
X Link 2026-02-04T15:28Z [--] followers, [--] engagements
"What markets should take away Price floors signal: Political pricing replacing supply and demand Higher volatility Sticky inflation Slower real economic activity Markets do not fear low prices. They fear broken signals. 8/9"
X Link 2026-02-04T15:30Z [--] followers, [--] engagements
"Conclusion: Price floors on metals are not a growth policy. They are a stress response. This does not end with a stronger economy. It ends with higher prices weaker demand and harder corrections later. 9/9"
X Link 2026-02-04T15:31Z [--] followers, [--] engagements
"Daily chart on $IONQ its about to enter no rsi momentum land"
X Link 2026-02-04T16:16Z [--] followers, [---] engagements
"I reached the same conclusion on $IONQ months ago. Revenue concentration insider selling and disappearing government funding were already flashing red. This research just confirms the mechanism behind it. Paying politicians for "backdoor earmarks" and paying influencers to pump your stock. Ultimately screwing over retail traders. Pathetic The $IONQ unwind was inevitable We are short $IONQ because in [----] they lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024. This left a $54.6M black hole in their bookings in [----] which we believe caused their CEO to"
X Link 2026-02-04T17:52Z [--] followers, [---] engagements
"The insiders always know $CVNA is still a great opportunity for Puts 📉 Insider Cluster Sell [--] insiders at CARVANA CO. $CVNA sold $9.7M in shares over [--] days. https://t.co/1U1XUGz3Cc 📉 Insider Cluster Sell [--] insiders at CARVANA CO. $CVNA sold $9.7M in shares over [--] days. https://t.co/1U1XUGz3Cc"
X Link 2026-02-04T20:16Z [--] followers, [---] engagements
"Everyones panicking about $GOOGL CapEx. Theyre missing the part that matters. Google Cloud backlog just hit $240 BILLION. Thats already-contracted revenue. Historically backlog converts into high-30%+ growth. CapEx isnt speculation. Its infrastructure to fulfill demand that already exists. Search prints cash. Cloud is scaling profitably. AI demand is locked in. $GOOGL is in great shape. https://twitter.com/i/web/status/2019243939799134640 https://twitter.com/i/web/status/2019243939799134640"
X Link 2026-02-05T02:57Z [--] followers, [---] engagements
"Quantum Bulls reaching for anything and everything right now after the latest $IONQ short report accurately pointed out manipulation and how fundamentals would drive the stock back to signal digits $IONQ: Maybe the quantum moment is tonight at 7pm. $IONQ: Maybe the quantum moment is tonight at 7pm"
X Link 2026-02-05T15:55Z [--] followers, [---] engagements
"Another 10% lower for $IONQ. This is the phase where people stop asking why its down and start asking whos left to sell. The answer is almost always retail. These trades dont unwind in one day. They unwind until belief is gone"
X Link 2026-02-05T16:22Z [--] followers, [---] engagements
"Added shares and Jan calls on $MSFT today. Heres why: Azure still compounding AI demand accelerating across enterprise Copilot monetization just starting $220B contracted backlog locking in future revenue $100B+ cash and fortress balance sheet Capex = infrastructure not a problem Nothing broke. Price just got cheaper. Markets panic. Systems thinkers accumulate. https://twitter.com/i/web/status/2019510593150152962 https://twitter.com/i/web/status/2019510593150152962"
X Link 2026-02-05T20:37Z [--] followers, [---] engagements
"Everyones scared of AI capex hurting margins. Meanwhile $AMZN $MSFT $GOOGL $META just announced record spending. Hundreds of billions this year alone. Thats not a slowdown. Thats an industrial boom. Concrete is being poured. Data centers going up everywhere. GPUs ordered from $NVDA $AMD Tools from $ASML $LRCX $KLAC Memory from $MU Networking from $AVGO $ANET Cooling and infrastructure from $SOLS Power demand hitting $ETN $GEV $VRT This isnt future AI hype. This is money moving through the economy right now. Then layer in rate cuts from the Federal Reserve System. Record capex + cheaper"
X Link 2026-02-05T21:37Z [--] followers, [---] engagements
"@DeepIceValue $ASML"
X Link 2026-02-07T15:19Z [--] followers, [--] engagements
"Still seeing fear in the market around AI capex from mega caps. Most people are fixated on the spend and completely missing the scope of impact. Every dollar deployed by $MSFT $AMZN $GOOGL $META $AAPL $NVDA ripples through the real economy: Construction and data center buildouts Copper and specialty metals for wiring and interconnects Power generation grid upgrades and energy infrastructure Cooling systems water management and thermal control Semiconductors memory networking and components Software models orchestration security and optimization AI capex is not a one time expense. It is a"
X Link 2026-02-09T16:07Z [--] followers, [---] engagements
"$AAPL is turning into the next $IBM. $AAPL is sitting on $67B in cash during high inflation and falling behind the innovation curve. While competitors are investing aggressively in the future of AI technology. Cash is comfort. Innovation is survival. Markets dont punish this overnight. They slowly rerate companies that stop leading. https://twitter.com/i/web/status/2020896427782594843 https://twitter.com/i/web/status/2020896427782594843"
X Link 2026-02-09T16:23Z [--] followers, [---] engagements
"Executive Summary META's capex is being widely misdiagnosed as a margin problem. The market sees pressure in isolation while META is building a system. Wearables AI networks data centers and http://x.com/i/article/2021006045229785088 http://x.com/i/article/2021006045229785088"
X Link 2026-02-10T00:00Z [--] followers, [---] engagements
"$SOLS was $42 when I started talking about it and up 55% since. The market saw volatility. I saw positioning inside the AI infrastructure buildout. When you understand the science and the rate-limiting steps you are not trading hype. You are trading reality. Money eventually follows reality. And in the meantime you own a solid company with a real moat. Capital always catches up. https://twitter.com/i/web/status/2021604739138400575 https://twitter.com/i/web/status/2021604739138400575"
X Link 2026-02-11T15:18Z [--] followers, [---] engagements
"Closed my $CVNA puts for +120% in [--] weeks. Thesis hasnt changed. Ill look to reload on strength when momentum resets and the risk/reward improves. https://t.co/sxCbJNa1rP https://t.co/sxCbJNa1rP"
X Link 2026-02-11T16:32Z [--] followers, [---] engagements
"Ive been recommending $META for months. When you understand rate-limiting steps backlog visibility and distribution control You end up in the same places as Bill Ackman. $META BILL ACKMAN DISCLOSES NEW POSITION IN $META https://t.co/Ql4ktHmApx BILL ACKMAN DISCLOSES NEW POSITION IN $META https://t.co/Ql4ktHmApx"
X Link 2026-02-11T16:39Z [--] followers, [---] engagements
"I just opened LEAP puts on $AAPL expiring [----]. This isnt about one bad headline. Apple has been promising a real AI transformation for years. Each cycle it gets teased previewed delayed repositioned. Siri [---]. On-device AI. Smarter assistant. More context. More integration. And every time it gets punted. Apple Slides On Report Latest Attempt To Re-Launch Siri Runs Into "Snags" https://t.co/M1gAcPKL6d Apple Slides On Report Latest Attempt To Re-Launch Siri Runs Into "Snags" https://t.co/M1gAcPKL6d"
X Link 2026-02-11T20:48Z [--] followers, [---] engagements
"$META smart glasses are evolving to add real utility. Soon: GPS overlays real-time translation and live visual search. Every new AI layer increases daily use data feedback and platform lock-in. Glasses are becoming the interface. Utility adoption revenue. The trend continues *META EYES FACIAL RECOGNITION TECH FOR ITS SMART GLASSES: NYT *META PLANS TO ADD THE FEATURE AS SOON AS THIS YEAR: NYT *META EYES FACIAL RECOGNITION TECH FOR ITS SMART GLASSES: NYT *META PLANS TO ADD THE FEATURE AS SOON AS THIS YEAR: NYT"
X Link 2026-02-15T00:27Z [--] followers, [---] engagements
"Exactly why I said the first real quantum computer comes from a mega-cap. $GOOGL just proved the point again. $IONQ $RGTI $QUBT #QBTS Quantum computing has reached the same point AI was at in [----]. Sundar Pichai said in a recent BBC interview. He expects practical wins in drug discovery materials cryptography and even faster AI training where quantum subroutines can speed parts of simulation or https://t.co/54qy1soaDu Quantum computing has reached the same point AI was at in [----]. Sundar Pichai said in a recent BBC interview. He expects practical wins in drug discovery materials cryptography"
X Link 2025-12-01T15:50Z [--] followers, [---] engagements
"Todays quantum chips have maybe [-----] usable qubits. A functional fault-tolerant quantum computer needs 1000000+. Anyone selling near-term quantum disruption is skipping the physics $IONQ $RGTI $QUBT $QBTS $IonQ $LAES 🧵 THREAD Quantum Is About to Burst the AI Bubble (According to Intels Former CEO) A must-read for every $IONQ investor. Pat Gelsinger former Intel CEO just made one of the strongest statements weve seen from a top industry veteran: Quantum computing will https://t.co/lodXc8xWEe $IonQ $LAES 🧵 THREAD Quantum Is About to Burst the AI Bubble (According to Intels Former CEO) A"
X Link 2025-12-01T16:52Z [--] followers, [---] engagements
"Its because they dont have any tech that is remotely close to scalable. This proves $IONQ is all hype and thats why their board members are unloading shares $IonQ Important response from the IR team regarding the Golden Dome project Email Subject: Inquiry Regarding Q3 Earnings and Recent Golden Dome Project Update Dear IonQ Investor Relations Team I hope this message finds you well. I am an individual IonQ shareholder residing $IonQ Important response from the IR team regarding the Golden Dome project Email Subject: Inquiry Regarding Q3 Earnings and Recent Golden Dome Project Update Dear IonQ"
X Link 2025-12-05T04:50Z [--] followers, [---] engagements
"Market cap is irrelevant if revenue and profit curves are flatlined. Quantum doesnt need a bigger footprint it needs a pulse $IONQ $RGTI $QBTS $QUBT It's wild that people call quantum "overvalued" when the entire listed quantum sector's market cap is less than NVIDIA's revenue in a single quarter. The sector isn't overhyped. But sure a few names are overpriced. I've called out that $RGTI and $QBTS are trading at valuations https://t.co/bhFz8ChAAu It's wild that people call quantum "overvalued" when the entire listed quantum sector's market cap is less than NVIDIA's revenue in a single"
X Link 2025-12-09T17:49Z [--] followers, [---] engagements
"$IONQ QEC update sounds impressive but heres whats missing: No logical qubits with sustained error suppression No demonstrated scaling economics (1000s of physical qubits per logical qubit) No control-latency crosstalk or correlated-error data No path from 36-qubit demos to commercially useful systems Real progress near-term scalability. $IonQ QEC Progress: Analysis of the @nic_delfosse Memo Nicolas Delfosses new Two Years at IonQ memo is a must-read for any serious investor in the quantum sector. This isnt a high-level blog post. Its a look under the hood at IonQs focused assault on the"
X Link 2025-12-15T19:14Z [--] followers, [---] engagements
"Short interest in $IONQ isnt rising by accident. The hype cycle is fading. No real revenue. No logical qubits. No economic moat. Narratives attract retail. Fundamentals attract shorts"
X Link 2026-01-02T16:31Z [--] followers, [---] engagements
"Theres nothing to tackle tech wont work for another [--] years at best. If quantum were a near term reality dont you think $NVDA $GOOGL $MSFT $AAPL $AMZN would be investing heavily in it with their combined [---] billion+ in quarterly capex Thats right $AMZN sold their stake in $IONQ back in September at the peak $IonQ 🚨 Nvidia just paid $20B for Groq LPU technology Meanwhile the ENTIRE quantum computing sector is worth $44B $IONQ alone = $1658 B Here's the thing: When quantum goes mainstream these valuations will 10x Quantum talent is extremely rare & expensive If Nvidia https://t.co/fvpKB4jOrS"
X Link 2026-01-03T23:56Z [--] followers, [---] engagements
"$ASML is on a tear. Not on hype. On realization. The market is finally pricing in who controls the most critical bottleneck in advanced chips"
X Link 2026-01-05T16:53Z [--] followers, [---] engagements
"$CVNA is caught in a negative feedback loop. Now that it's started it'll feed on itself. That is why we are short Carvana. Credit tightens and demand weakens. Fewer qualified buyers means cars sit longer and time destroys margin on depreciating inventory. Aging inventory forces price cuts and wholesale liquidation. Retail margins compress first then losses get realized when cars are pushed to auction. Rising delinquencies and repossessions flood the wholesale market with supply. More supply pushes used car prices lower hurting collateral values. Lower collateral values weaken auto loan"
X Link 2026-01-05T18:36Z [--] followers, [---] engagements
"$IONQ $RGTI $QUBT $QBTS"
X Link 2026-01-05T18:53Z [--] followers, [---] engagements
"$META has quietly lagged other mega caps the past few weeks. Same dominant ad engine. Massive cash flow. Heavy AI spend scaring short-term traders. When quality names pull back on capex fear thats an opportunity not risk"
X Link 2026-01-05T20:42Z [--] followers, [---] engagements
"@BeckonTim A single days gain is irrelevant Im talking about the credit cycle CVNA is in given the recent Great Recession level numbers of repossessions and delinquencies"
X Link 2026-01-05T22:28Z [--] followers, [--] engagements
"Great headline. New wiring Same physics NO change in outcomes. On-chip cryogenic control is a wiring optimization not a quantum breakthrough. It reduces cabling not error rates. Fidelity coherence time gate depth and logical qubits are unchanged. Scaling is still blocked by noise and error correction not cables. Today marks an important milestone in our gate-model #quantum computing development. Weve achieved a first-of-its-kind demonstration of on-chip cryogenic control of gate-model qubits. This significantly reduces the wiring required to control large numbers of qubits without Today marks"
X Link 2026-01-06T19:42Z [--] followers, [--] engagements
"What does this even mean Its been pumping on hype so now itll pump because hype dissipated This is a Masterclass in Bag Holding $IONQ has been coiled up for so long all the excess hype has dissipated at this point It is so ready to run $IONQ has been coiled up for so long all the excess hype has dissipated at this point It is so ready to run"
X Link 2026-01-08T17:08Z [--] followers, [--] engagements
"Quantum chasers are skipping the risk-benefit profile. $GOOGL is the combination therapy trade: You get best-in-class quantum research plus proven revenue-generating assets across Search Cloud AI and YouTube. Pure-play quantum is monotherapy with no outcomes data. This is efficacy and safety. https://twitter.com/i/web/status/2009324103405056171 https://twitter.com/i/web/status/2009324103405056171"
X Link 2026-01-08T17:59Z [--] followers, [--] engagements
"$ASML at all time highs The biggest moat in history and the valuation is starting to reflect it"
X Link 2026-01-09T16:59Z [--] followers, [--] engagements
"CES just told you everything you need to know about quantum. $IONQ $RGTI $QUBT $QBTS received little to no attention at the biggest tech conference of the year. No major booths. No keynote focus. No compute breakthroughs. Odd for a technology thats supposedly making NVDA obsolete by [----]. When tech is real CES doesnt ignore it. https://twitter.com/i/web/status/2010737441456406547 https://twitter.com/i/web/status/2010737441456406547"
X Link 2026-01-12T15:35Z [--] followers, [---] engagements
"One thing I didnt emphasize enough in the soft-landing article. Markets dont wait for policy mistakes. They front-run expectations. When investors price aggressive rate cuts as a net positive while labor keeps weakening rallies become positioning events not confirmation signals. Relief resolution. https://twitter.com/i/web/status/2011126670913159300 https://twitter.com/i/web/status/2011126670913159300"
X Link 2026-01-13T17:22Z [--] followers, [--] engagements
"Lets start with the uncomfortable truth. BNPL isnt free money. Its credit that hides its cost and fragments risk. That matters when the cycle turns. 2/10"
X Link 2026-01-13T17:46Z [--] followers, [--] engagements
"Credit cards price risk upfront: Clear APR Centralized balance One credit line One minimum payment When risk rises banks tighten limits. Availability disappears fast. 3/10"
X Link 2026-01-13T17:47Z [--] followers, [--] engagements
"Now look at BNPL like Klarna. BNPL prices risk per transaction not per borrower: Small approvals Multiple plans Short-term 0% optics That makes it feel available when cards arent. 4/10"
X Link 2026-01-13T17:48Z [--] followers, [--] engagements
"Heres the key shift people miss. If credit card APRs fell toward 10% banks wouldnt suddenly loosen credit. Theyd likely: Cut limits Close marginal accounts Tighten underwriting Cheaper credit but less of it"
X Link 2026-01-13T17:48Z [--] followers, [--] engagements
"But BNPL only looks cheap if: Repayment is short Payments are perfect You dont need more time The moment you need flexibility the cost structure changes. 7/10"
X Link 2026-01-13T17:49Z [--] followers, [--] engagements
"Klarnas longer-term financing plans: Extend repayment months or years Carry interest Often land in the 1030%+ APR range depending on credit At that point its credit-card-like pricing. 8/10"
X Link 2026-01-13T17:49Z [--] followers, [--] engagements
"Tweet [--] And unlike cards: Debt is fragmented across purchases Due dates multiply Late fees stack quietly The risk isnt just the rate. Its losing visibility. 9/10"
X Link 2026-01-13T17:50Z [--] followers, [--] engagements
"This is why BNPL can be worse than credit cards. As traditional credit tightens millions may soon have no real alternative but Buy Now Pay Later. Not because its cheaper but because its available pushing borrowers back into a high-interest credit cycle through a different door. We are long $KLAR is the credit card interest rate cap becomes a reality. 10/10 https://twitter.com/i/web/status/2011134166751199669 https://twitter.com/i/web/status/2011134166751199669"
X Link 2026-01-13T17:52Z [--] followers, [--] engagements
"$NVDA $MSFT $AMD All priced for a perfect future. But the first real AI revenues dont show up there. They show up in the support stack. Power. Cooling. Thermal management. Infrastructure. Names like $SOLS $VRT $ETN $PWR still have room to run. Why Because AI capex hits them first. You cant deploy GPUs without: More power More cooling More physical infrastructure That spend happens before AI monetization ever does. AI is a software story later. Infrastructure gets paid now. https://twitter.com/i/web/status/2011146069002916085 https://twitter.com/i/web/status/2011146069002916085"
X Link 2026-01-13T18:39Z [--] followers, [---] engagements
"$IONQ $RGTI $QUBT $QBTS down across the board. Not because something broke. Because they ran out of things to hype. CES came and went with AI chips and energy front and center. Quantum was irrelevant. Trading volume has fallen off a cliff. No new buyers. No commercial traction. When the story ends price has nothing left to lean on. https://twitter.com/i/web/status/2011466555490529474 https://twitter.com/i/web/status/2011466555490529474"
X Link 2026-01-14T15:52Z [--] followers, [---] engagements
"While everyone watches $ASML machine sales. The real compounding happens after install. Each EUV machine: $300400M upfront Plus $1020M per year in service parts and upgrades over a [--] year lifespan Thats $200400M in lifetime service revenue per machine. Hardware is the entry point. Service is the annuity. $ASML https://twitter.com/i/web/status/2011826977523589567 https://twitter.com/i/web/status/2011826977523589567"
X Link 2026-01-15T15:45Z [--] followers, [--] engagements
"If the Fed cuts aggressively the first move is almost guaranteed: markets rally. The second move is the one that matters. Inflation expectations shift credibility erodes and volatility returns later. Understanding this sequence changes how you trade when uncertainty becomes reality. (1/6) https://twitter.com/i/web/status/2011855789544391147 https://twitter.com/i/web/status/2011855789544391147"
X Link 2026-01-15T17:39Z [--] followers, [--] engagements
"The goal of a soft landing is control not stimulus. Inflation expectations must stay anchored. The labor market must cool without breaking. Financial conditions must remain restrictive enough to prevent demand from reaccelerating. (2/6)"
X Link 2026-01-15T17:39Z [--] followers, [--] engagements
"That framework does not call for aggressive rate cuts. Cuts are only appropriate once inflation is clearly beaten and labor slack is emerging organically. Cutting too early trades long-term credibility for short-term relief. (3/6)"
X Link 2026-01-15T17:40Z [--] followers, [--] engagements
"Fast deep cuts loosen financial conditions immediately. Equities re-rate higher. Credit spreads tighten. Risk appetite returns. Markets read this as success even though the underlying constraints remain. (4/6)"
X Link 2026-01-15T17:40Z [--] followers, [--] engagements
"Rate cuts stimulate demand not supply. In an economy constrained by labor mismatches housing shortages and infrastructure limits that demand comes back faster than capacity can absorb it. Inflation pressure reemerges. Credibility erodes. Volatility returns. (5/6)"
X Link 2026-01-15T17:41Z [--] followers, [--] engagements
"If aggressive cuts come rate-sensitive sectors will run: Long-duration tech Homebuilders and housing-related equities REITs Small caps Trade the upside but manage it actively. Let them run hot then take gains and rotate toward pricing power and cash-flow durabilityfor the long term. (6/6) https://twitter.com/i/web/status/2011856402705256516 https://twitter.com/i/web/status/2011856402705256516"
X Link 2026-01-15T17:41Z [--] followers, [--] engagements
"Short interest in $IONQ $RGTI $QBTS $QUBT is quietly building. Thats usually what happens when the narrative starts fading and reality sets in. Theres no near-term product no revenue inflection and no catalyst to rescue the story. Downside moves fast. This is the window where puts offer the best risk-reward. https://twitter.com/i/web/status/2012197646815879631 https://twitter.com/i/web/status/2012197646815879631"
X Link 2026-01-16T16:17Z [--] followers, [---] engagements
"Quantum bulls are scraping the bottom of the narrative barrel. Todays $IONQ pop came from being allowed to bid on an IDIQ list with [----] firms. Not a contract. Not a supplier. Not revenue. This is how bubbles try to stay inflated Breaking: $IONQ is up +7.7% today on headlines that its a potential Golden Dome (MDA) supplier. What actually happened: IonQ appears on the Missile Defense Agencys SHIELD contract vehicle - an IDIQ-style pool where [----] firms are qualified to competefor future task https://t.co/7eUK1JmXx5 Breaking: $IONQ is up +7.7% today on headlines that its a potential Golden Dome"
X Link 2026-01-16T19:37Z [--] followers, [---] engagements
"@Hulk9Smash Your more then welcome to prove me wrong good luck 🤣🤣"
X Link 2026-01-16T21:24Z [--] followers, [--] engagements
"Trump tariffs are almost never policy. Theyre leverage. Weve seen this movie before: tariffs announced markets panic negotiations start terms soften or disappear. Yet stocks are getting hit like this is permanent. Look where the damage is: $AAPL / $NVDA / $AMD China supply chain fear $TSM / $ASML headline risk not demand destruction $CAT / $DE / $BA industrials sold on trade anxiety $GM / $F autos punished on cost assumptions If history repeats this isnt the start of a trade war. Its a volatility window. Negotiation-driven selloffs create entry points. Policy rarely matches the panic price."
X Link 2026-01-20T16:13Z [--] followers, [---] engagements
"$IONQ $RGTI $QUBT $QBTS keep pushing higher on a story that doesnt exist. Providing another great opportunity to add to your short positions. Every credible physicist agrees: fault-tolerant quantum is decades away not investable timelines. Rallies like this don't validate the tech No revenue inflection. No product moat. Just momentum. This is where risk gets asymmetric. Add to quantum shorts near the highs. https://twitter.com/i/web/status/2013651157705462055 https://twitter.com/i/web/status/2013651157705462055"
X Link 2026-01-20T16:33Z [--] followers, [---] engagements
"We continue to dive deeper into a K shaped Economy. $SPY $VOO $QQQ continue to pump while the average person is priced out of the economy. Unfortunately there doesn't seem to be any relief in sight. Current state of the US economy https://t.co/y4CLTSVscd Current state of the US economy https://t.co/y4CLTSVscd"
X Link 2026-01-20T17:55Z [--] followers, [---] engagements
"@zivjelee @krystofkajanek @KobeissiLetter US Imports from EU about [--] percent US Exports to EU about 20% we have a more resilient economy and more growth drivers we can absorb it they can't"
X Link 2026-01-21T16:31Z [--] followers, [--] engagements
"If $IONQ and quantum computing are truly going to revolutionize the world by [----] why isnt @elonmusk involved Not like him to be behind the curve if this is anything more than just hype"
X Link 2026-01-22T18:09Z [--] followers, [---] engagements
"$META Platforms reports earnings next week. This one matters more than the headline EPS. Markets are watching [--] things closely: AI monetization Are LLaMA + AI tools actually driving ad efficiency or still just capex-heavy hype Ad demand durability Is pricing power holding as macro tightens Reality Labs discipline Losses narrowing or still burning cash for a future no ones pricing correctly $META isnt trading like a social media company anymore. Its trading like an AI infrastructure + ad cash-flow hybrid. Earnings will decide which one the market believes."
X Link 2026-01-23T16:17Z [--] followers, [---] engagements
"@QuantumDom @genejchan [---] qubits isnt even on par with a $TXN graphing calculator they need millions"
X Link 2026-01-23T20:03Z [--] followers, [--] engagements
"@commonsenseplay The scheme of propping up valuation by M&A because those companies have essential tools for IONQs computer that doesnt work. They are running out of hype hate how much of retail is going to be left holding the bag"
X Link 2026-01-26T15:52Z [--] followers, [---] engagements
"@Cat_States Cant wait to see the stock dilution from this acquisition and they still have zero organic growth 🤣"
X Link 2026-01-26T19:13Z [--] followers, [--] engagements
"@JaguarAnalytics Do it Ive been shorting since [--] itll keep tanking cant fund their research and the M&A unless they dilute the board already unloaded their shares as well"
X Link 2026-01-26T19:58Z [--] followers, [---] engagements
"$SOLS keeps grinding higher. Not because it builds data centers. Because it supplies what modern data centers are increasingly constrained by. (1/8)"
X Link 2026-01-08T16:53Z [--] followers, [---] engagements
"AI and cloud data centers are hitting a new limit. It is no longer compute. It is heat. High-density AI servers changed the problem. (2/8)"
X Link 2026-01-08T16:54Z [--] followers, [---] engagements
"As liquid cooling replaces air cooling demand shifts toward advanced refrigerants and thermal materials. This is where Solstice Advanced Materials $SOLS operates. (3/8)"
X Link 2026-01-08T16:54Z [--] followers, [---] engagements
"$SOLS makes engineered refrigerants and cooling materials used in next-gen data center cooling systems. These products sit inside its Refrigerants & Applied Solutions segment and scale with data infrastructure growth"
X Link 2026-01-08T16:54Z [--] followers, [---] engagements
"This is not a hardware story. $SOLS is now a pure-play specialty materials business following its spin-out with exposure to secular growth drivers tied to AI data centers Cloud expansion Thermal management complexity (5/8)"
X Link 2026-01-08T16:55Z [--] followers, [---] engagements
"Beyond cooling $SOLS is investing $200M+ to expand semiconductor materials capacity including sputtering targets. These materials feed the broader compute and AI ecosystem. (6/8)"
X Link 2026-01-08T16:55Z [--] followers, [---] engagements
"Important distinction. $SOLS does not sell GPUs. It sells the inputs that allow GPUs and AI systems to scale without hitting thermal failure. That is second-order leverage. (7/8)"
X Link 2026-01-08T16:56Z [--] followers, [---] engagements
"Everyone thinks Buy Now Pay Later like $KLAR is an alternative to credit cards. ITS NOT BNPL is what people use when credit cards stop being an option. And soon many wont have a choice"
X Link 2026-01-13T17:45Z [--] followers, [---] engagements
"Were starting to see bipartisan support for capping credit card interest rates. APR caps dont make banks lend cheaper. They make banks lend less. When revolving credit disappears installment credit fills the gap. Thats why BNPL players like $KLAR tend to benefit late in credit cycles. Thats the part most people miss. Limits get cut. Approvals drop. Credit tightens quietly. Availability moves faster than regulation. https://twitter.com/i/web/status/2011498794404204633 https://twitter.com/i/web/status/2011498794404204633"
X Link 2026-01-14T18:00Z [--] followers, [---] engagements
"@DeItaone $KLAR will definitely benefit form this"
X Link 2026-01-21T17:06Z [--] followers, [---] engagements
"AI is an ecosystem trade not a single-ticker trade. $SOLS keeps moving higher quietly. The market is shifting from who builds the chips to who makes AI possible at scale. Data centers dont run on hype. They run on power cooling materials and supply chains. Ecosystem names get paid first. https://twitter.com/i/web/status/2014362678303543510 https://twitter.com/i/web/status/2014362678303543510"
X Link 2026-01-22T15:41Z [--] followers, [---] engagements
"@genejchan Exactly the article is "How to" did they actually do it yet on a consistent repeatable basis are anywhere close nope Even the RGTI CEO said its going to take [--] years minimum for the first quantum computer to work"
X Link 2026-01-23T16:01Z [--] followers, [--] engagements
"Credit is cracking and $CVNA sits right at the epicenter. Rising auto loan rejection rates just hit the highest level in over a decade. Fewer buyers qualify subprime delinquencies are climbing and Carvanas model depends heavily on financing and loan sales. Tight credit hits both volume and margins. Real headwinds the market may be underpricing. We are short CVNA U.S. car loan applications are being rejected at the highest rate in more than a decade 🚨🚨 https://t.co/eGVthWpyRJ U.S. car loan applications are being rejected at the highest rate in more than a decade 🚨🚨 https://t.co/eGVthWpyRJ"
X Link 2026-01-25T21:00Z [--] followers, [----] engagements
"$SOLS might be the most overlooked AI infrastructure play on the market. Data center construction just hit $42B. Every rack generates heat. Every build needs cooling. $SOLS supplies the refrigerants that keep it running. Not AI hype. Real infrastructure. Real contracts. Real cash flow BREAKING: US data center construction jumped +18.5% YoY in October [----] to a record $42 billion annualized rate. This is just $3 billion below the $45 billion spent on office buildings. This comes as spending on data centers has TRIPLED since the ChatGPT launch in November https://t.co/Kpm1qRYozr BREAKING: US"
X Link 2026-01-27T01:25Z [--] followers, [---] engagements
"The market is finally waking up to $ASML. This is the most powerful moat in modern history. They are the ONLY company on Earth that can build EUV. Every AI chip. Every data center. Every breakthrough runs through them. There NO competition. Its a monopoly with physics on its side. https://twitter.com/i/web/status/2016170352452256114 https://twitter.com/i/web/status/2016170352452256114"
X Link 2026-01-27T15:24Z [--] followers, [---] engagements
"$CVNA is breaking and this is still the early part. When funding tightens and the consumer weakens operating leverage flips violently. Yesterdays article explains why this doesnt stabilize it accelerates. https://t.co/sxCbJNa1rP https://t.co/sxCbJNa1rP"
X Link 2026-01-28T16:48Z [--] followers, [---] engagements
"$CVNA shorts arent a view theyre a consequence. A leveraged retailer dependent on cheap funding in a tightening credit regime doesnt get to stabilize. It reprices. *GOTHAM CITY RESEARCH SAYS IT IS SHORT CARVANA *GOTHAM CITY RESEARCH SAYS IT IS SHORT CARVANA"
X Link 2026-01-28T17:05Z [--] followers, [---] engagements
"$META popping after earnings and the market still feels behind. Huge beat. Massive $115B to $135B capex. But look where its going: AI data centers + AI built directly into wearables. Theyre positioning for the next computing shift. Still see value here. This is future investment not expense. https://twitter.com/i/web/status/2016624513082151130 https://twitter.com/i/web/status/2016624513082151130"
X Link 2026-01-28T21:28Z [--] followers, [---] engagements
"@KobeissiLetter Crypto bros were right about the currency devaluation but they thought people would move to an imaginary asset instead of physical metals 🤣"
X Link 2026-01-29T18:03Z [--] followers, [--] engagements
"$AAPL is a pass for me here. Not because it is a bad company. Because it is no longer a growth company. iPhone growth only shows up during model refresh cycles not real demand expansion. Mac revenue is declining. The ecosystem is already saturated. There are no new users left to tap. Meanwhile they are sitting on $145B in cash in a high inflation environment destroying purchasing power every year instead of deploying it into real innovation or new platforms. More buybacks. Less breakthroughs. At some point you have to admit what this is. Apple is starting to look more like $IBM than the"
X Link 2026-01-29T21:46Z [--] followers, [---] engagements
"@Xavier_Denn1 Why would anyone take over a company with zero organic revenue and no real world products to sell"
X Link 2026-01-30T00:42Z [--] followers, [---] engagements
"$IONQ in the 30s and still falling. You cant run from your balance sheet no matter how many "influencers" you pay to pump the stock. Influencer hype fades. Fundamentals dont"
X Link 2026-01-30T20:01Z [--] followers, [---] engagements
"$IONQ bulls are pivoting from revolutionary tech to acquisition target. Be careful who you follow. Paid promotion and narrative pumping are common in markets especially around companies that wont survive on fundamentals alone. That usually happens when: Revenue isnt real Products arent commercial Balance sheets force the issue https://twitter.com/i/web/status/2018341696082505890 https://twitter.com/i/web/status/2018341696082505890"
X Link 2026-02-02T15:12Z [--] followers, [---] engagements
"Why governments resort to price floors Price floors appear when: Domestic producers cannot compete globally Supply chains are fragile or geopolitically exposed Strategic materials become political assets Translation: The market is no longer functioning on its own. 3/9"
X Link 2026-02-04T15:29Z [--] followers, [--] engagements
"Immediate impact: higher input costs Metals sit upstream of nearly everything: Construction Autos Energy Manufacturing Data center infrastructure Forcing metal prices higher pushes costs through the entire economy. This is inflation injected at the foundation. 4/9"
X Link 2026-02-04T15:29Z [--] followers, [--] engagements
"Second-order effect: demand destruction Higher prices do not create demand. They suppress it. Projects get delayed. Capex gets postponed. ROI thresholds rise. You do not get expansion. You get contraction at higher prices. 5/9"
X Link 2026-02-04T15:29Z [--] followers, [--] engagements
"@FiddleyF @IonQ_Inc It doesn't apply when the technology is [--] years away and requires significant capital. Only mega caps can support the cash burn needed for the first quantum computer"
X Link 2026-02-04T16:04Z [--] followers, [--] engagements
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