@dagoonglove JeonJeon posts on X about ai, $fig, $cohr, $avbp the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 48.39% cryptocurrencies 12.9% finance 11.29% technology brands 8.06% countries 3.23% exchanges 3.23% automotive brands 2.42% financial services 0.81% currencies 0.81% social networks 0.81%
Social topic influence ai 27.42%, $fig 21.77%, $cohr 9.68%, $avbp #3, $eth 7.26%, $lite 6.45%, $be 6.45%, $bmnr 5.65%, ceo 4.03%, gpu 3.23%
Top accounts mentioned or mentioned by @drmusician1 @dudebiotech @leoskiel @theodoreinvest @figma @figmas @karpathy @jimkimofficial @leoskie_l @bsngln38133 @huangzi51625901
Top assets mentioned Figma, Inc. (FIG) Coherent Inc (COHR) ArriVent BioPharma, Inc. (AVBP) Ethereum (ETH) Lumentum Holdings Inc. Common Stock (LITE) Bloom Energy Corporation (BE) BITMINE IMMERSION TECH (BMNR) Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Monolithic Power Systems, Inc. (MPWR) Ionis Pharmaceuticals, Inc. Common Stock (IONS) Palantir Technologies Inc. (PLTR) Redwire Corporation (RDW) Tesla, Inc. (TSLA) Bitcoin (BTC) Entegris, Inc. (ENTG) BlackRock Inc (BLK) Alphabet Inc Class A (GOOGL) Lam Research Corporation (LRCX) SiTime Corporation Common Stock (SITM)
Top posts by engagements in the last [--] hours
"Lumentum $Lite FY2026 Q2 highlights Lumentum posted Q2 FY2026 revenue of $665.5M up 65.5% YoY with strong operating leverage. Non-GAAP operating margin expanded to 25.2% up 1730bps YoY showing scale effects kicking in. Components made up 66.7% of revenue while Systems grew faster QoQ as AI demand ramps. OCS backlog exceeded $400M and CPO secured an incremental multi-hundred-million-dollar order for 1H [----] delivery. Q3 guidance implies continued acceleration with revenue of $780830M and non-GAAP op margin of 3031%. https://twitter.com/i/web/status/2018794363623784581"
X Link 2026-02-03T21:10Z [----] followers, [---] engagements
"$LITE [----] [--] [-----] [----] . Non GAAP [----] 1730bp . [----] [----] . OCS [--] CPO [----] . [--] [--] Non GAAP [--] [--] . ๐ Lumentum $LITE AI [--]. GPU( ) () . Lumentum . https://t.co/p7VItJIn7V ๐ Lumentum $LITE AI [--]. GPU( ) () . Lumentum . https://t.co/p7VItJIn7V"
X Link 2026-02-03T21:11Z [----] followers, [---] engagements
"Lumentum $LITE Q2 FY26 earnings call Supply tightness capacity expansion and pricing power Supply shortage EML demand exceeds supply by 2530% Even after a 20% near-term capacity increase shortages persist Management stated demand is growing faster than new capacity making supply effectively tighter EMLs high-power CPO lasers and InP wafers are essentially sold out The issue is structural production and shipment constraints not demand volatility Capacity expansion Over half of the planned 40% InP fab expansion was pulled forward into this quarter Expansion led by the Sagamihara (Japan) fab"
X Link 2026-02-04T01:41Z [----] followers, [---] engagements
"Lumentum $LITE Q2 FY26 EML 2530% 20% EML (CPO) InP sold out InP 40% [----] (line of sight) (CM) [--] [--] CFO GAAP 40% 200G ASP 5% 10% (LTA) LTA . $LITE [----] [--] [-----] [----] . Non GAAP [----] 1730bp . [----] [----] . OCS $LITE [----] [--] [-----] [----] . Non GAAP [----] 1730bp . [----] [----] . OCS"
X Link 2026-02-04T01:45Z [----] followers, [---] engagements
"FY26 2Q $cohr . . book to bill [--] . [----] [----] . [----] [--] LTA . . . [--] InP . [--] [--] [--] . committed supply . . . [--] GAAP 39% . 1.6T 800G ASP . . . CPO [----] [----] . OCS engagement [--] . OCS TAM [--] . . EPS CFO . [--] [--] [---] . . . . wafer start [--] . . . [--] 38.5% 40.5% . CFO . . OCS . TAM [--] . OCS . . Capex [--] [----] . R&D . . . . . $cohr $COHR Q2 FY26 [-----] . QoQ +6.6% YoY +17.5%. YTD +17.4% . AI . GAAP 36.9% YoY +145bp . 10.9% YoY +137bp "
X Link 2026-02-05T01:26Z [----] followers, [---] engagements
"Coherent FY26 Q2 takeaways $COHR Positives This call was about demand quality not just growth. Management said demand visibility is the strongest theyve ever seen. Data center book-to-bill exceeded 4x. Most of calendar [----] capacity is already booked [----] is filling fast and some customers are providing [--] year forecasts into [----] via LTAs. This is not cyclical demand its structural. Supply tightness actually works in Coherents favor. Indium phosphide is the industry bottleneck and Coherent is one of the only players ramping 6-inch InP internally. Management quantified it clearly: more than"
X Link 2026-02-05T01:27Z [----] followers, [---] engagements
"$COHR valuation check (stock at $205) Assumptions FY26 Q3 non-GAAP EPS midpoint: $1.38 Last QoQ EPS growth: +11% (FY26 Q1 $1.16 Q2 $1.29) Scenario 1: 0% QoQ growth Q4 EPS: $1.38 Annualized EPS: $5.52 Annualized PER: 37x Scenario 2: Maintain last QoQ growth (+11%) Q4 EPS: $1.53 Annualized EPS: $6.13 Annualized PER: 33.5x So at $205 $COHR trades at 37x run-rate earnings and drops into the low-30s PER range even with conservative QoQ growth. The real question is: how cheap does it get next year if growth continues This is not investment advice. Facts are based on public disclosures;"
X Link 2026-02-05T01:37Z [----] followers, [---] engagements
"Bloom Energy $BE [--] [--] [--] [-----]. 37% Non GAAP 30.3%. 30% Non GAAP [----] [----]. [--] [--]. [---] [----] [--] [----]. 36% Non GAAP [----] [----] 800V DC [--] [----] Non GAAP 4.254.75 Non GAAP EPS 1.331.48 + AI . 30% . [--] . [--] 50% [--] . . Bloom Energy . $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel [--] $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel 1"
X Link 2026-02-06T01:05Z [----] followers, [---] engagements
". . ๐๐๐ $COHR"
X Link 2026-02-06T14:35Z [----] followers, [---] engagements
"$COHR When optical demand explodes how 6-inch InP changes Coherent I do not view Coherents 6-inch transition as simple capacity expansion. What matters is what this decision does in a demand surge environment. 1/ Cost structure shows up first When AI data center demand accelerates cost structure diverges before revenue does. Moving to 6-inch InP structurally lowers cost per laser. As volumes scale that cost gap converts directly into profit leverage. Same unit growth completely different earnings trajectory. 2/ Bottlenecks turn into advantage InP is already a bottleneck asset. In a demand"
X Link 2026-02-07T02:45Z [----] followers, [---] engagements
"$LITE $COHR"
X Link 2026-02-07T15:21Z [----] followers, [---] engagements
"2627 . [--] + . $LITE $COHR $MU $SNDK https://t.co/APa4MsMo4v https://t.co/APa4MsMo4v"
X Link 2026-02-08T09:16Z [----] followers, [---] engagements
"$BE () . $20B [--] $6B [---] $14B [--] $3.1B$3.3B $6B [--] . . 1/ AI AI . ( ) [--] $200B [--] . $250B . . . [--] . CEO . 2/ . [--] [--] [--] 135% [--] [--] . . 80% . . 3/ $14B . . 100% . [--] [--] 20% . . . 4/ [--] $777.7M $645M 20% [--] EPS $0.45 $0.30 50% $2.0B 37% [--] $2.5B [--] $3.1B$3.3B 50% $425M$475M [--] . 5/ . FPER [--] [--] $15 [--] . $20B AI $BE This is not investment advice. Facts are based on public disclosures; interpretations reflect my analysis. $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel [--] $BE โ
Bloom Energy ๐ - :"
X Link 2026-02-08T13:24Z [----] followers, [---] engagements
"ChatGPT . Claude Code . SaaS. UI . . AI AI "
X Link 2026-02-09T01:47Z [----] followers, [---] engagements
"MPWR 1/ $MPWR Q4 [----] AI GPU $2.8B (+26.4%) [--] Q1 5.7% 2/ Q4 $751.2M (+20.8% YoY) Non GAAP EPS $4.79 28% ($2.00/) [--] 72% Q1 [----] $770M$790M $738M 3/ CEO 3040% " 50%" . "Maybe I can increase that to a floor of 50% growth. I thought that we can do a lot more than that" 50% 4/ : "We won many design wins across the board not from one company" [--] [--] 5/ . Q4 Book to Bill [--] () Q2 [----] CFO: " . " 6/ [--] 1: 3A/mm : [--] : $4B+ : : AI [--] [--] : 7/ [----] 2% +26% +40% +43% YoY AI 8/ 800V : ( 2027+) : [--] 5% DDR5 : DDR4 DDR5 Vertical"
X Link 2026-02-09T03:38Z [----] followers, [---] engagements
"$MPWR GPU CPU . . . MPWR $MPWR . . . . MPWR . . . . . MPWR . AI GPU . MPWR AI . . . CEO MPWR . . . . . MPWR . . $MPWR . . MPWR 1/ $MPWR Q4 [----] AI GPU $2.8B (+26.4%) [--] Q1 5.7% 2/ Q4 $751.2M (+20.8% YoY) https://t.co/hKwmRQiqHU MPWR 1/ $MPWR Q4 [----] AI GPU $2.8B (+26.4%) [--] Q1 5.7% 2/ Q4 $751.2M (+20.8% YoY) https://t.co/hKwmRQiqHU"
X Link 2026-02-09T05:48Z [----] followers, [---] engagements
"The company that builds the optical heart of AI data centers. $COHR 1/ Investors are missing the real structural story behind AI data centers. 2/ AI data centers do not run on GPUs alone. GPUs must exchange massive amounts of data and that requires ultra high speed optical transceivers. Demand for 800G and 1.6T optics is exploding. Coherent sits at the center of this shift. 3/ Q2 FY2026 proves it. Revenue $1.69B up 17% YoY above expectations. Non GAAP EPS $1.29 up 35% YoY. Data center and telecom revenue reached $1.2B up 33.6% YoY now 72% of total revenue versus 63% a year ago. 4/ The most"
X Link 2026-02-09T15:09Z [----] followers, [---] engagements
"$ENTG [----] [--] & . . (ENTG) [--]. : CMP() FOUP( ) : TSMC SK hynix (ENTG) [--]. : CMP() FOUP( ) : TSMC SK hynix"
X Link 2026-02-11T02:51Z [----] followers, [---] engagements
"GPU Count Cut from [--] to [--] SK hynix just revealed something that could reshape AI server architecture. 1/ The hidden bottleneck in AI inference The reason AI servers need so many GPUs isnt compute. Its memory. Every AI conversation relies on KV cache a temporary memory store that lives in HBM next to the GPU. As context windows expand HBM fills up fast. The result GPUs with idle compute cores get used as expensive memory warehouses. Massive inefficiency. 2/ SK hynixs answer: HBF In an IEEE paper SK hynix introduced the H3 architecture. The idea is simple. Dont rely on HBM alone. Attach HBF"
X Link 2026-02-12T11:35Z [----] followers, [---] engagements
". 1/ BlackRock ETF EWY [----] . [--] . . . 2/ Micron . . AI . 3/ EWY Samsung Electronics SK Hynix HBM. DRAM. NAND. AI . 4/ . GPU . . . . . 5/ AI HBM DRAM . AI GPU . . . SK https://www.bloomberg.com/news/articles/2026-02-12/traders-pour-record-cash-into-blackrock-fund-buying-south-korea https://www.bloomberg.com/news/articles/2026-02-12/traders-pour-record-cash-into-blackrock-fund-buying-south-korea"
X Link 2026-02-13T01:24Z [----] followers, [---] engagements
"26 GDP . ๐ฅ๐ฅ๐ฅ [----] GDP 7.71% 22.22% . Taiwan hikes [----] economic growth forecast to 7.7% on AI demand Reuters https://www.reuters.com/world/asia-pacific/taiwan-revises-2026-economic-growth-forecast-higher-2026-02-13/ https://www.reuters.com/world/asia-pacific/taiwan-revises-2026-economic-growth-forecast-higher-2026-02-13/"
X Link 2026-02-13T10:50Z [----] followers, [---] engagements
"1/ What Starship commercialization really means for Redwire $RDW. This is not just about cheaper launches. Starship changes the economic structure of the space industry itself. And that shift matters more for space infrastructure companies than for rocket companies. 2/ The core of Starship is not reusability. The real breakthrough is payload scale. Legacy rockets move payloads in the single digit ton range with extreme size and shape constraints. Starship moves tens to potentially over [---] tons with far fewer volume constraints. This changes what can be put into orbit. 3/ When transport"
X Link 2026-01-27T14:50Z [----] followers, [---] engagements
"@Leoskie_L HBM remains the core beneficiary but if KV scales to TB levels and memory tiering becomes standard the leveraged upside shifts to enterprise QLC NAND players like $SNDK and Solidigm"
X Link 2026-02-14T12:58Z [----] followers, [--] engagements
"1/ ArriVent BioPharma $AVBP: The biotech to watch in [----] A lung cancer drug validated in China with global approval D Day approaching 2/ Introduction Biotech investing is hard. Complex terms long trial timelines and uncertainty about whether it will work. But sometimes you find an opportunity where the risk reward is unusually clear. 3/ ArriVent BioPharma is one of those opportunities. In early [----] a single clinical readout will determine the companys fate. If it works the market cap can move [--] to 5x. If it fails it can get cut in half. The win probability may be higher than most people"
X Link 2026-01-28T01:50Z [----] followers, [----] engagements
"$BE Bloom Energy through backlog not revenue. There is one number that matters more than near term sales. Total backlog: $20B Product backlog: $6B Up 2.5x YoY. Service backlog: $14B Every new product contract expands long term service revenue. FY26 revenue guidance is $3.1B to $3.3B. But product backlog alone already covers roughly two years of revenue. Why this backlog matters. [--]. AI power demand The biggest bottleneck in AI today is power. Memory comes next. Amazon plans about $200B of capex in [----]. Nearly double. Microsoft Google and Meta combined exceed $250B. You cannot build data"
X Link 2026-02-08T15:06Z [----] followers, [----] engagements
"@theodore_invest ๐ฅ๐๐"
X Link 2026-02-15T14:42Z [----] followers, [---] engagements
"1/ ๐งฌ ArriVent Biopharma $AVBP is set to release FURVENT Phase [--] topline results in Q1 [----]. Can Firmonertinib become the new standard of care for EGFR Exon20 insertion mutations I analyzed historical clinical data to forecast mPFS. ๐งต Thread --- 2/ ๐ First let's review the prior clinical results. FAVOUR (Exon20): DOR [----] months ORR 78.6% FURTHER (PACC): mPFS [----] months FURLONG (common mutations): mPFS [----] months HR [----] Notably FAVOUR achieved DCR 100%. Not a single patient had immediate disease progression. --- 3/ ๐ฏ Why does DCR 100% matter Typically mPFS is equal to or"
X Link 2026-01-25T07:04Z [----] followers, [---] engagements
"$AVBP 1/ EGFR-mutant NSCLC therapy landscape in the US simplified. 2/ Pricing anchors. Tagrisso (oral once daily) sits around $210k per year and defines the upper bound for EGFR TKIs. Rybrevant (IV) annualizes to roughly $155k$175k despite infusion burden. 3/ Where Firmonertinib fits. Firmonertinib is an oral once-daily EGFR inhibitor in Phase [--] developed by ArriVent BioPharma ex-China. Expected US pricing is $150k$180k assuming parity or a modest discount to incumbents. 4/ Patient pool structure (ex-China). EGFR PACC mutations are estimated at 42k patients annually. EGFR Exon20ins is rarer"
X Link 2026-01-27T14:23Z [----] followers, [---] engagements
"$AVBP 1/ EGFR NSCLC . 2/ . [--] EGFR TKI . IV 15.517.5 . 3/ Firmonertinib . Firmonertinib [--] [--] EGFR . Phase [--] . [----] . 4/ ( ). EGFR PACC [---] . Exon20ins . . 5/ . [---] . [---] . 40% [--] [--] . 6/ . [--] . [--] P/S [--] [--] [--] . P/S [--] [--] [--] . [--] [--] . 7/ . IV . . . 8/ . Phase [--] FURVENT [--] . . This is not investment advice. Facts are based on public disclosures; interpretations reflect my analysis. 1/ ๐งฌ $AVBP FURVENT [--] [----] [--] . EGFR Exon20 mPFS . ๐งต --- 2/ ๐ . FAVOUR 1/ ๐งฌ $AVBP FURVENT [--] [----] [--] . EGFR Exon20 mPFS . ๐งต --- 2/ ๐ ."
X Link 2026-01-27T14:29Z [----] followers, [---] engagements
". 1/ ArriVent BioPharma $AVBP : [----] D Day 2/ . . . 3/ ArriVent BioPharma . [--] . [--] [--] . . 4/ . 5/ : [--] : ArriVent BioPharma : NASDAQ AVBP : 900M ( 1.3) : 305M : Firmonertinib() : [--] [--] 6/ ArriVent Allist Pharmaceuticals Firmonertinib . 7/ . [--] . ArriVent . [--] . 8/ . (Tagrisso) . : AstraZeneca : [--] ( 10) EGFR 9/ . ArriVent . . 10/ EGFR : . ArriVent Exon20ins: . [--] PACC: . [--] 11/ . 12/ Exon20ins PACC EGFR . . . 13/ . . 14/ (Ex19del L858R): . 85% Exon20ins: . [--] 5% PACC: . 12.5% 15/ Exon20ins PACC . ArriVent"
X Link 2026-01-28T01:45Z [----] followers, [---] engagements
"Even with only a [--] percent chance of being right if you make [--] when you win and lose [--] when you are wrong that strategy is excellent.๐คญ $AVBP This is not investment advice. Facts are based on public disclosures; interpretations reflect my analysis. 1/ ArriVent BioPharma $AVBP: The biotech to watch in [----] A lung cancer drug validated in China with global approval D Day approaching 2/ Introduction Biotech investing is hard. Complex terms long trial timelines and uncertainty about whether it will work. But sometimes 1/ ArriVent BioPharma $AVBP: The biotech to watch in [----] A lung cancer drug"
X Link 2026-01-31T00:13Z [----] followers, [---] engagements
"January [----] Portfolio Company : Allocation Tesla $TSLA : 35% Samsung Electronics $005930 : 15% SK Hynix $000660 : 15% Lumentum $LITE : 12% Coherent $COHR : 8% Micron $MU : 5% Google $GOOGL : 3% ArriVent BioPharma $AVBP : 3% SOXL $SOXL : 2% Lam Research $LRCX : 1.5% Tomocube $475430 : 0.5% https://twitter.com/i/web/status/2017419234821980559 https://twitter.com/i/web/status/2017419234821980559"
X Link 2026-01-31T02:06Z [----] followers, [---] engagements
"It steadily rises regardless of market fluctuations.๐ $ions Ionis sHTG [---] $IONS [--]. Ionis sHTG "" "" [--] 85% - FDA [----] [--]. sHTG( ) . Ionis sHTG [---] $IONS [--]. Ionis sHTG "" "" [--] 85% - FDA [----] [--]. sHTG( ) "
X Link 2026-02-04T14:42Z [----] followers, [---] engagements
"$COHR [--] [--] . . [--]. . AI . [--] InP . . . [--]. InP . . [--] . . [--]. . . [--] . . [--]. CAPEX [--] InP . . . CAPEX . [--]. 800G 1.6T . . . [--] . [--]. CAPEX . . . . [--] . AI [--] . $COHR [--] . $COHR [--] . $COHR"
X Link 2026-02-07T02:42Z [----] followers, [---] engagements
"AI's real bottleneck isn't the GPU. It's memory. KAIST ran the experiment. Same AI model: HBM only [--] minutes to first response HBM + HBF (High Bandwidth Flash) [--] seconds 14x difference. As models scale KV cache explodes from hundreds of GBs to multiple TBs. No amount of GPUs can break through this memory wall. Prof. Kim Jungho's conclusion: "AI dominance will belong to whoever controls memory not compute." The market is still fixated on the GPU war. Most haven't caught on yet. $MU $SNDK"
X Link 2026-02-08T09:47Z [----] followers, [---] engagements
"$MPWR The quiet bottleneck behind AI server power Body MPWR designs power management chips that precisely regulate electricity used by GPUs in AI servers. FY revenue reached $2.8B marking [--] consecutive years of growth. Q4 revenue came in at $751M the highest quarterly result in company history. Non GAAP EPS was $4.79 with a 28% dividend increase. Q1 [----] guidance was set at $770790M clearly above the $738M market expectation. The CEO raised enterprise data growth guidance from 3040% to a floor of 50% citing multiple design wins across several large customers rather than reliance on a single"
X Link 2026-02-09T05:29Z [----] followers, [---] engagements
"AI ' ' Coherent $COHR 1/ 2/ AI GPU GPU ( ) 800G 1.6T Coherent 3/ Q2 FY2026 $16.9 (YoY +17% ) Non-GAAP EPS $1.29 (YoY +35%) $12 (YoY +33.6%) 72% . [--] 63% 4/ : Book-to-Bill [--] [--] [----] . [----] 5/ : InP() Coherent [--] InP ( ) 6/ [--] [--] () 60% 80% [---] [--] . Non-GAAP 19.9% YoY +147bp 7/ 1.6T ( ) OCS( ) [--] CPO(Co-Packaged Optics ) CHIPS Act $3300 8/ Forward P/E [--] FCF() YoY ( ) AI $COHR [--] 3Q [--]. [--] qoq +4% yoy +24% GAAP 38.5% (+30bp qoq +490bp yoy) GAAP 18.6% GAAP EPS [----] [----] [---] [--]. (Q4 FY25) 14.2515.75 GAAP 3739% [--] 3Q [--]. [--] qoq"
X Link 2026-02-09T12:04Z [----] followers, [---] engagements
"3 .๐ซฅ $AVBP . 1/ ArriVent BioPharma $AVBP : [----] D Day 2/ . . . 1/ ArriVent BioPharma $AVBP : [----] D Day 2/ . "
X Link 2026-02-11T14:44Z [----] followers, [---] engagements
"The clinical trial results are expected to be released within March.๐ $AVBP 1/ ArriVent BioPharma $AVBP: The biotech to watch in [----] A lung cancer drug validated in China with global approval D Day approaching 2/ Introduction Biotech investing is hard. Complex terms long trial timelines and uncertainty about whether it will work. But sometimes 1/ ArriVent BioPharma $AVBP: The biotech to watch in [----] A lung cancer drug validated in China with global approval D Day approaching 2/ Introduction Biotech investing is hard. Complex terms long trial timelines and uncertainty about whether it will"
X Link 2026-02-11T14:46Z [----] followers, [---] engagements
"@DudeBiotech Its from ArriVents official update. They guided Phase [--] topline data in early [----]. March is an estimate within that timeframe not a confirmed date"
X Link 2026-02-11T15:18Z [----] followers, [--] engagements
"JEON [--] $MU $SNDK $LITE $COHR $SITM $TSLA SK https://twitter.com/i/web/status/2021809845557768476 https://twitter.com/i/web/status/2021809845557768476"
X Link 2026-02-12T04:53Z [----] followers, [----] engagements
"Betting against the crowd just to be different is one of the most expensive illusions in investing. Dont try to stand apart. Stand where the money is compounding. Investing isnt an ego game. Its buying future cash flows"
X Link 2026-02-15T06:20Z [----] followers, [---] engagements
"1/ [--] AI . Zhipu() GLM Coding Plan 30% . $3$4 . . 2/ Zhipu : "GLM-5 " GLM-5 : 1490GB. [--]. [--]. . . 3/ DeepSeek . : . (Jevons Paradox) . [--] " " . 4/ 30% 34% . (Pricing Power) . $3 30% AI . : https://www.techloy.com/chinas-zhipu-ai-launches-glm-5-with-30-price-increase-as-stock-jumps-34/ https://www.techloy.com/chinas-zhipu-ai-launches-glm-5-with-30-price-increase-as-stock-jumps-34/"
X Link 2026-02-16T08:59Z [----] followers, [---] engagements
"1/ Why hold Redwire $RDW. This is not about short term price action. It is about where Redwire sits inside the space industry and whether it deserves a place as a long term holding. Bottom line first. Redwire is not a comfortable stock today. But in a future defined by space infrastructure it is hard to ignore. 2/ What Redwire actually sells. Redwire is not a launch company. It does not operate satellites as a service. Its identity is clear. It builds the infrastructure of space. Deployable solar arrays. Space structures. Docking systems. Critical satellite components. In space manufacturing"
X Link 2026-01-27T14:50Z [----] followers, [---] engagements
"Phison CEO: "3040 " NVIDIA Vera Rubin [--] SSD 1152TB . [--] [--] NAND 9.3%. . Flash [--] . TSMC . [--]. [--] [--]. . . . [--] CSP Capex $6000(870). GDP . AI [--] . . https://www.tweaktown.com/news/109677/oh-no-nvidias-next-gen-vera-rubin-ai-systems-to-eat-up-millions-of-terabytes-of-ssds/index.html https://youtu.be/X2L8iLVaV_I https://www.tweaktown.com/news/109677/oh-no-nvidias-next-gen-vera-rubin-ai-systems-to-eat-up-millions-of-terabytes-of-ssds/index.html https://youtu.be/X2L8iLVaV_I"
X Link 2026-02-16T12:12Z [----] followers, [---] engagements
"$FIG s-1 . . [----] $1.2 [----] [--] $330 (Gartner) IDC . IDC [--] " " . . . AI . AI . . " " (total addressable market) [---] . IDC " [----] [--] [--] [--] " Figma IDC . IDC . Figma . [--] AI . Figma Figma "
X Link 2025-07-03T12:19Z [----] followers, 11.2K engagements
"24 [--] [--] [--] [---] 2.5% [--] 30% [--] [--] . $FIG s-1 . . [----] $1.2 [----] [--] $330 (Gartner) IDC . https://t.co/4jj19CK4nb $FIG s-1 . . [----] $1.2 [----] [--] $330 (Gartner) IDC . https://t.co/4jj19CK4nb"
X Link 2025-07-03T12:57Z [----] followers, [---] engagements
"$FIG . ( PIGMA ) [----] [---] [----] [----] [--] (CAGR) 13.4% . AI . : : [----] [----] 13.4% CAGR . : [----] 72.0% AI 14.6% CAGR . : [----] 68.5% 14.3% CAGR . : [----] 41.2% AI 13.9% CAGR . : [----] 61.5% (SME) 14.4% CAGR . : [----] IT 23.4% AI 13.7% . : 5G 14.0% CAGR . : API AI UCaaS " " . : . . : https://www.mordorintelligence.com/industry-reports/enterprise-collaboration-market https://www.mordorintelligence.com/industry-reports/enterprise-collaboration-market"
X Link 2025-07-03T13:48Z [----] followers, [---] engagements
"$FIG : : . : IT . : IT . : . UI ' ' . IT . 'Friends of Figma(FoF) Seoul' . : . [---] [--] [--] [----] [---] [--] [--] . ( 30% ) ( ) IT . : IT - . . : : . . : . : . : . . . Google for Education . K-12() . : 'Friends of Figma Tokyo' . . https://www.figma.com/blog/figma-korean-localization/ https://www.figma.com/blog/figma-korean-localization/"
X Link 2025-07-03T14:13Z [----] followers, [---] engagements
"Figma IPO S-1 : https://www.bbae.com/blog/figma-ipo-s-1-filing-key-highlights/ https://www.bbae.com/blog/figma-ipo-s-1-filing-key-highlights/"
X Link 2025-07-06T13:29Z [----] followers, [---] engagements
"AI Figma $FIG AI Figma [----] AI . AI . ' ' . AI AI . Figma UI AI Figma Figma . AI Figma '' AI Figma . AI . AI '' Figma ''. AI Figma ' ' . AI . : AI '' . AI '' '' Figma . Figma : Figma AI . FigJam AI AI AI Figma . Figma AI '' . AI : Figma [----] AI AI (82%) AI (69%) . AI '' '' . Figma ' ' Figma '' . ' ' . AI . Figma . . AI [--] . "A B . ." '' '' . Figma . Figma '' ' ' . AI . '(Why)' . AI '(How)' . '(Why)' . : . '' . "AI [--] "
X Link 2025-07-07T01:29Z [----] followers, [----] engagements
"$FIG [--] (EV/Revenue) [----] 150200"
X Link 2025-07-07T08:36Z [----] followers, [----] engagements
"$FIG : (424B4 Prospectus) S-1 (424B4 Prospectus) . . https://www.sec.gov/search-filings https://www.sec.gov/search-filings"
X Link 2025-07-09T05:05Z [----] followers, [----] engagements
"$FIG [----] Evan Figma . . [--] AI . . . Figma . . Figma . (prospectus) Figma . . Figma . . Figma . . . ( . ) . . . . Figma . M&A . . . Figma . ( ) . AI . AI AI . Figma AI Figma Make . AI . AI Figma . [--] . . MVP . . . . . (craft) (point of view) . (/) . Figma . AI . MS-DOS AI " " . . GUI AI . . . . . Figma . . . Figma . . Dylan"
X Link 2025-07-09T05:17Z [----] followers, 26.2K engagements
"๐ . Grok & Tesla [----] ๐ https://t.co/5q8SdvECNs . Grok & Tesla [----] ๐ https://t.co/5q8SdvECNs"
X Link 2025-07-13T01:22Z [----] followers, [---] engagements
"$FIG Figma (S1 ) ๐ฏ Figma Figma Figma Design Slides FigJam Dev Mode Figma Make AI . Q1 [----] [----] 85% 53% . NYSE FIG . โ : [----] 46% [----] 48% (net retention rate): [----] 122% [----] 134% [----] [--] 132% $10K : [----] Q1 [----] [----] Q1 [-----] $100K [---] [----] [----] [----] Adobe $10 . Figma . ๐ต Q1 [----] Q1 [----] (Free Cash Flow): $4850 $9460 (non-GAAP op margin): [----] 5% [----] 17% [----] Q1 18% [----] $8 [---] . ๐ง AI Figma S1 AI AI . Q1 [----] Q1 [----] 92% 91% . ๐ณ & A(1) B(15) C() CEO Dylan Field B 67% 51% 75% . : Index Ventures(6590 A) Greylock(6150) Kleiner"
X Link 2025-07-13T03:14Z [----] followers, [----] engagements
"๐ $FIG Figma (S1 ) ๐ฏ Figma Figma Figma Design Slides FigJam Dev Mode Figma Make AI $FIG Figma (S1 ) ๐ฏ Figma Figma Figma Design Slides FigJam Dev Mode Figma Make AI"
X Link 2025-07-13T03:15Z [----] followers, [----] engagements
"$fig Figma AWS [--] . Figma IPO(S-1) AWS [--] [--] [---] . Figma [--] [----] 12% (Duckbill InfoQ). Figma [----] [--] 91% Gross Margin() . [--] AWS [--] [----] AWS [--] [----] (Duckbill): [----] [--] [--] [----] . 30% . [--] [---] Figma AWS [----] (Duckbill). 12% [----] 12% SaaS Duckbill Group (InfoQ LinkedIn). + 30% . & AWS Figma . Reddit Bluesky [--] / (Bluesky Social). Figma AWS [--] . . https://www.duckbillgroup.com/blog/figmas-300k-daily-aws-bill-isnt-the-scandal-you-think-it-is/"
X Link 2025-07-14T02:40Z [----] followers, [----] engagements
"@drmusician1 ๐"
X Link 2025-07-14T23:51Z [----] followers, [---] engagements
"$fig Figma (2025 [--] [--] [--] 15) X() Figma . - : " [--] Figma . . ." (: "Been using Figma for the past [--] months and I get the hype. Its so easy to explore rough ideas and see if they actually make sense. Such a great way to test potential get quick validation and then move forward with building.") - : "Figma ' ' . ." (: "Figma has such a 'home-y' feeling. I spend all day in it and really enjoy it. Feels safe cozy good to come back to.") - : " . Figma . . ." (: "As a designer who wrestled with square-peg-round-hole tools like Photoshop. Figma was a breath of fresh"
X Link 2025-07-15T00:02Z [----] followers, [----] engagements
"2 (2025 [--] [--] [--] 15) ' (Elravie Re2O)' [----] (hADM) (ECM) . - /: [---] ( [--] ). - Instagram YouTube: [--] ( ). - : [--]. - (e.g. ): [----] ( [---] [----] ). - : [--] ( ). - . ( ). . ( ) . ( ) () - 2025.2.28 - ( ): " 'Alloclean Technology' . [--] ECM . ." - 2025.3.21 - : " . . ." - 2025.3.23 - Threads : " . [--] . ." - 2025.3.24 - Threads : " . 4cc . ." - 2025.4.22 - The Bio News : "APS KOREA [----] : . ." - 2025.5.19 - YouTube : " : ECM . 17% [---] . '' . ." - 2025.5.21 - Instagram (): "AATBFDA . ECM . : ." - 2025.5.23"
X Link 2025-07-15T00:56Z [----] followers, [----] engagements
"๐ซก $FIG . thesis . $FIG . thesis "
X Link 2025-07-18T11:29Z [----] followers, [----] engagements
"๐ . . . . . $FIG https://t.co/04ijNPz6YV . . . . . $FIG https://t.co/04ijNPz6YV"
X Link 2025-07-18T11:33Z [----] followers, [----] engagements
"** . . . $PLTR"
X Link 2025-07-19T03:51Z [----] followers, 16.1K engagements
"@drmusician1 . . "
X Link 2025-07-19T04:43Z [----] followers, 13.5K engagements
"MCP The Dev Mode MCP server is now easier to connect in Claude Desktop https://t.co/KN0z6EOf0g The Dev Mode MCP server is now easier to connect in Claude Desktop https://t.co/KN0z6EOf0g"
X Link 2025-07-20T02:33Z [----] followers, [----] engagements
"@drmusician1"
X Link 2025-07-21T00:37Z [----] followers, [---] engagements
"$FIG FIGMA MAKE . https://www.youtube.com/watchv=VvkFd0aiOi0 https://www.youtube.com/watchv=VvkFd0aiOi0"
X Link 2025-07-21T02:34Z [----] followers, [----] engagements
"๐ฏ [---] 0% Fleet +200 [--] [---] 0% Fleet +200 1"
X Link 2025-07-21T05:23Z [----] followers, [---] engagements
"$FIG AI AI . . . . . . () . . . . . . $TSLA . " " " " " " " " . $PLTR CEO . $MSTR CEO . . . . . '' . . . . Figma . Figma CEO . Figma . : "Interview with CEO of Figma Dylan Field by Blueprint - Medium" (2018): "Founder Story: Dylan Field of Figma - Frederick AI": " CEO LG - " (2024 7): Adobe : "Figma Files $1.5 Billion IPO After 46% Revenue Growth - AInvest" (2025 [--] [--] ): "How Figma Closes the Gap Between"
X Link 2025-07-22T01:51Z [----] followers, [----] engagements
"$FIG (Thiel Fellowship) (Thiel Fellowship) (PayPal) (Peter Thiel) . [----] . . [--]. - : . . - : . (Dylan Field CEO) . [--]. - : [--] ( ). . - : - [--] [--] ( [--] [--] ) . - . - ( ). - : (Fellow) [--] . . - : . [----] . [--]. - (Dylan Field): (Figma) CEO ( ) . (: 20VC Figma Blog). - (Vitalik Buterin): (Ethereum) . - (Laura Deming): . [--]. - . . - [----] [---] . [--]. - : . . - : . [--]. . 20VC Figma Blog " " . . - : Thiel - : . . - : Zero to One ."
X Link 2025-07-22T02:53Z [----] followers, [----] engagements
"$FIG TAM $330 $10 3% 30% [--] EPS . . $FIG s-1 . . [----] $1.2 [----] [--] $330 (Gartner) IDC . https://t.co/4jj19CK4nb $FIG s-1 . . [----] $1.2 [----] [--] $330 (Gartner) IDC . https://t.co/4jj19CK4nb"
X Link 2025-07-22T04:57Z [----] followers, [----] engagements
"$FIG [--] CEO . AI https://www.youtube.com/watchv=4UE4e6b2qtA https://www.youtube.com/watchv=4UE4e6b2qtA"
X Link 2025-07-22T08:19Z [----] followers, [----] engagements
"2 '' . . . . [--] (2025 [--] [--] [--] 15) ' (Elravie Re2O)' [----] (hADM) (ECM) [--] (2025 [--] [--] [--] 15) ' (Elravie Re2O)' [----] (hADM) (ECM)"
X Link 2025-07-23T01:57Z [----] followers, [----] engagements
"๐ ๐ฅ (Figma) [--] [--] [--] [--] ($25$28) [--] [--] NYSE FIG [--]. / - : (NYSE) - : FIG [--]. / / - : $25.00 $28.00 - : https://t.co/FRz0qyOwmv ๐ฅ (Figma) [--] [--] [--] [--] ($25$28) [--] [--] NYSE FIG [--]. / - : (NYSE) - : FIG [--]. / / - : $25.00 $28.00 - : https://t.co/FRz0qyOwmv"
X Link 2025-07-23T12:30Z [----] followers, [----] engagements
"๐๐ (xAI ๐
) @karpathy Andrej my long lost brother let us work together again @karpathy Andrej my long lost brother let us work together again"
X Link 2025-07-23T17:39Z [----] followers, [---] engagements
"$FIG CEO 100% . . . . . . . . ๐ ======================================== (Figma) . . . FigJam . (Dylan Field) (Thiel Fellowship) [----] (Evan Wallace) . [----] [---] . . . '' . . [--] (arms race) . . (Design Thinking) . . . [----] [--] [----] [--] (GA) [----] [--]. [----] . . . . . . . COVID-19 . . . . [--] FigJam . . [--] . . . . . . . . . "
X Link 2025-07-29T01:51Z [----] followers, [----] engagements
"A [--] $30.00 $32.00 .๐"
X Link 2025-07-29T02:25Z [----] followers, [---] engagements
"$FIG [----] GAAP ( ) Non-GAAP . [----] [--] Non-GAAP 45% "
X Link 2025-07-29T02:36Z [----] followers, [----] engagements
"$FIG Figma . [----] [----] . . ๐"
X Link 2025-07-29T05:58Z [----] followers, [----] engagements
"$FIG .๐ญ - ๐ https://t.co/Z67s8ZAP2G $FIG .๐ญ - ๐ https://t.co/Z67s8ZAP2G"
X Link 2025-07-29T11:57Z [----] followers, [----] engagements
"CEO BM . [--]. Figma [----] [--] 46% [--] 39-41% [--] . [--] [--] [--] 32-34% . . [--] [--] . [--]. Full Seat +33% . SaaS [--] . . [--]. ( ) Figma Fortune [---] 95% . . [--]. CEO AI . [--]. (Valuation) Figma $31 $19B . [----] PSR() [--] SaaS . [--] . [--] . Figma . IPO . . $30 . . "
X Link 2025-07-29T12:00Z [----] followers, [----] engagements
"๐
$FIG is set to trade at $100-$105 https://t.co/BSie8EuXVf $FIG is set to trade at $100-$105 https://t.co/BSie8EuXVf"
X Link 2025-07-31T17:06Z [----] followers, [---] engagements
": $fig $100 Figma $100 . ๐"
X Link 2025-08-04T14:19Z [----] followers, [----] engagements
"$BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel [--] - (SOFC) "Bloom Energy Server" - : - : (90) [--] Bloom ๐ฅ : +AI ๐ค AI : 1520% [--] & - [----] 30GW - 510% Bloom 80% [--] - Oracle CoreWeave Intel [--] - +1020 [--] โ
(6065%) vs (2030%) โ
vs โ
(90) vs [--] & - $1.47B 27.5% $8.5B โ
- AI - - Oracle - + ๐ - AI - -"
X Link 2025-08-05T08:23Z [----] followers, 11.8K engagements
"AI [----] [--] % . Bloom Energy . [--] [---] . [--] 30GW 20% . 7.5% . $BE $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel [--] $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel 1"
X Link 2025-08-06T08:15Z [----] followers, [----] engagements
"Bloom Energy $BE Energy Server (SOFC) . . Bloom Energy [---] kW. MW MW . [--] [--] % . [---] % [--] . . [--] AI [--] . Energy Server . (TCO) . (99.999 % ) GPU AI . $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel [--] $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel 1"
X Link 2025-08-06T12:12Z [----] followers, [----] engagements
"@jimkim_official . .๐ฅ๐ฅ"
X Link 2025-08-06T15:00Z [----] followers, 24.4K engagements
"๐ฅ๐ฅ๐ฅ $BMNR . . - [------] $ETH - NAV $24.85 - $33.3 MNAV [----] $BMNR . . - [------] $ETH - NAV $24.85 - $33.3 MNAV 1.34"
X Link 2025-08-07T05:32Z [----] followers, [---] engagements
". [--]. [--]. ETH ( ) [--]. ๐ [--]. ETH [--]. [--]. ' '. ETH . $ETH"
X Link 2025-08-07T11:30Z [----] followers, [----] engagements
". [--]. [--]. ETH ( ) [--]. ๐ [--]. ETH [--]. [--]. ' '. ETH . $ETH"
X Link 2025-08-07T11:31Z [----] followers, [----] engagements
"vs . () . . . NFT ETH = ETH " . " . ETH . $ETH " " ' ' ----------- [--]. - ' ' [--] [--] [--] ( ) - ' ' ( " " ' ' ----------- [--]. - ' ' [--] [--] [--] ( ) - ' ' ("
X Link 2025-08-07T16:35Z [----] followers, [----] engagements
". . "
X Link 2025-08-08T05:17Z [----] followers, [---] engagements
"2025 89.6% Ambry Tempus +30.9% . 3040% . . [--] .๐ค $TEM $TEM ๐คญ Tempus AI [----] [--] . : [-----] ( +89.6%) Non-GAAP EPS: [-----] () โ
(Genomics): [-----] (+115.3%) (Data & Services): [----] (+35.7%) EBITDA: [----] ( https://t.co/nXc1Zq4UKy $TEM ๐คญ Tempus AI [----] [--] . : [-----] ( +89.6%) Non-GAAP EPS: [-----] () โ
(Genomics): [-----] (+115.3%) (Data & Services): [----] (+35.7%) EBITDA: [----] ( https://t.co/nXc1Zq4UKy"
X Link 2025-08-08T10:20Z [----] followers, [----] engagements
"$ETH . . $BMNR . [--]. [--]. ETH ( ) [--]. ๐ [--]. ETH . [--]. [--]. ETH ( ) [--]. ๐ [--]. ETH"
X Link 2025-08-08T13:52Z [----] followers, [---] engagements
"ETH [--]. = PoS(Proof of Stake) ETH (MEV) [--]. + MEV ETH ETH (EIP-1559) [--]. = [--]. (Tokenization) DeFi Web3 ETH : ETH . . $ETH $BMNR"
X Link 2025-08-09T03:45Z [----] followers, [----] engagements
". $30 . . . ๐คญ $FIG"
X Link 2025-08-10T03:51Z [----] followers, [----] engagements
"LLM LLM . = . + . $PLTR . "
X Link 2025-08-11T00:44Z [----] followers, [---] engagements
"Bullish [--] [--] NYSE : $BLSH : [--] [----] : [----] : [--] : (Founders Fund) [--] [--] [--] [--] : Reuters Barrons"
X Link 2025-08-11T05:00Z [----] followers, [----] engagements
". " ." . . . Its not whether youre right or wrong thats important but how much money you make when youre right and how much you lose when youre wrong. -George Soros"
X Link 2025-08-12T00:36Z [----] followers, [---] engagements
"" ." Bala Naidu Bloom Energy $BE $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel [--] $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel 1"
X Link 2025-08-12T05:51Z [----] followers, [---] engagements
"$BMNR . . NAV . . ๐"
X Link 2025-08-12T14:33Z [----] followers, [---] engagements
"(Cathie Wood) (ETH) . . [--]. Coinbase L2 = Ethereum Robinhood L2 = Ethereum L2 ETH [--]. ETH : ETH : + + (DeFi) + [--]. ARK ARK ETF ETH Tom Lee $BMNR( ETH ) BMNR ETH + [--]. ETH : L2 DeFi : : [--]. L2 ETH ETH ๐ฅ CATHIE WOOD IS ALL IN ON ETH ๐ฅ On CoinDesk today Cathie Wood laid out why Ethereum is becoming the institutional protocol: - Coinbase L2 = Ethereum - Robinhood L2 = Ethereum - Stablecoin boom is mostly happening on Ethereum - $ETH treasuries offer utility and staking unlike https://t.co/RK2Idb43Od ๐ฅ CATHIE WOOD IS ALL IN ON ETH ๐ฅ On"
X Link 2025-08-13T07:31Z [----] followers, [---] engagements
"$BMNR 660% . [--]. ๐๐ฅ๐ : $20000 . ETH 5% "
X Link 2025-08-15T04:05Z [----] followers, [----] engagements
"$BE [--] 300500% : 2GW [---] + OPM 25% [----] [---] [--] = [----] $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel [--] $BE โ
Bloom Energy ๐ - : - : - : +AI - : (6065%) OracleIntel 1"
X Link 2025-08-15T07:45Z [----] followers, [----] engagements
"$FIG .๐
. .๐"
X Link 2025-08-15T07:54Z [----] followers, [----] engagements
". NAV . . . $ETH $BMNR"
X Link 2025-08-15T11:21Z [----] followers, [----] engagements
"๐ . NAV . NAV"
X Link 2025-08-15T11:57Z [----] followers, [----] engagements
". . $BTC $ETH $BMNR"
X Link 2025-08-17T01:32Z [----] followers, [----] engagements
"๐ . . $BTC $ETH $BMNR . . $BTC $ETH $BMNR"
X Link 2025-08-17T01:33Z [----] followers, [----] engagements
"AI (OS) . Ontology() . AI . [--]. OS Windows PC OS OS . . AI AI . AI (Kitchen) AI () . AI . [--] . PER/PSR OS . $PLTR . : = (OS) AI AI . MS-DOS Windows OS . : . $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance serving as the ultimate https://t.co/XGLRmO7rq8 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do"
X Link 2025-08-18T00:34Z [----] followers, [----] engagements
". GPU Blackwell CPU [--] [--] Ruben+ [--] AI . [--]. AI (On-site Power) [---]. CPU : CPU 130kW [---] . GPU : GPU (Blackwell) CPU [--] . [----] . [--] (Ruben plus) [--] [----] . : . . [--] (On-site Power) . [---]. : [--] . : . . [----] . [--]. [--] : . (Affordable): . (Available and Accessible): . (Clean): . : . 6080% . [--]. AI AI : ( Deep seek) AI . AI [----] AI . [---] 1.5MW [--] 6MW . 3MW AI ( inference AI) . AI 90% . AI . CEO : CEO AI . : . [--] . ( ) "
X Link 2025-08-18T02:22Z [----] followers, [----] engagements
"1. . EIP-1559 . () + . [--]. (USDT USDC) . (RWA) (DeFi) NFT DAO . . [--]. PoS ETH 46% ETH . . + . [--]. BMNR ETF NAV . ETH . ETH . : ( + ) ( ) ( ) ( ETF ) $ETH $BMNR"
X Link 2025-08-22T06:55Z [----] followers, [----] engagements
". () ( ) . . EIP-1559 ETH . . ( ) . . . $ETH"
X Link 2025-08-22T14:46Z [----] followers, [----] engagements
". . . " ." . . . " ." . "
X Link 2025-08-23T15:03Z [----] followers, [---] engagements
". ๐ . () ( ) . . EIP-1559 ETH . () ( ) . . EIP-1559 ETH"
X Link 2025-08-24T03:49Z [----] followers, [---] engagements
". . (Bitmine) BMNR ' (Chairman's Message)' . '5% (the alchemy of 5%)' 5% . (safe harbor) . [--] [--] [--] [--] (private placement) . [--] [--] . 5% . . (Mosaics) (Founders Fund) (Panta) (Kraken) (Galaxy Digital) GSR DCG . [--] . . . GPT . . JP . BNY (money market funds) . . (Genius Act) . . [--] . [--] . [--] . . . (real-world assets) . 60% . . . . . ETF . . . . . . . . [--] 33% . . . . (net asset value) . (multiple) . "
X Link 2025-08-26T01:50Z [----] followers, 40.6K engagements
"" " . . : = () : : . ( ) . . $ETH"
X Link 2025-08-26T07:54Z [----] followers, [----] engagements
". [--]. . ETH ( 23%) [--]. + DeFiRWA . ETH . [--]. [----] $2 . ETH . ( ) ETH . [--]. BTC BTC . ETH + + . + .๐ $ETH"
X Link 2025-08-31T03:10Z [----] followers, [----] engagements
"" . . $ETH . [--]. . ETH ( 23%) [--]. + DeFiRWA . . [--]. . ETH ( 23%) [--]. + DeFiRWA "
X Link 2025-08-31T04:24Z [----] followers, [----] engagements
"Ionis sHTG [---] $IONS [--]. Ionis sHTG "" "" [--] 85% - FDA [----] [--]. sHTG( ) . " ". Olezarsen [----] [--] FCS( ) FDA . . . [--]. FDA . : " " : " " . . . [--]. Phase [--] (CORE/CORE2): 49-72% 85% - sHTG . . [--]. Ionis : "Olezarsen sHTG " FDA . sHTG : Fibrates Omega-3 . . [--]. "" "" . (ST Pharm) : : [----] : API : 140kg : 14-15 ( ) [--]. FCS : [----] sHTG : [---] 140kg FCS . sHTG . Ionis " " . [--]. sHTG // sNDA " " . [--]. : sHTG [--] ($2B+). . Ionis " " " " . H2 [----] . "" " " sHTG " " " " . + 85% + . $IONS This is not investment advice. Facts are based on public"
X Link 2026-01-24T07:06Z [----] followers, [---] engagements
"Ionis sHTG approval: not a probability problem a timing problem $IONS 1/ Why sHTG approval is not if but when Because this is not a new drug approval. Olezarsen was already FDA-approved in Dec [----] for FCS. Same drug. Same mechanism. Same formulation. This is an indication expansion which fundamentally lowers regulatory risk. 2/ FDAs question is different New drug: Is it safe and effective Indication expansion: Can an already approved drug be used in another population Safety is already established. Only efficacy needs to be demonstrated. 3/ Phase [--] data answers the right question CORE /"
X Link 2026-01-24T07:20Z [----] followers, [---] engagements
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