@jpgola JP Gola

JP Gola posts on X about ai, $mu, $sndk, $app the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [-------] +5,381%
• [--] Month [---------] +310,183%

Mentions: [--] #

• [--] Week [--] +65%
• [--] Month [---] +769%

Followers: [---] #

• [--] Week [---] +17%
• [--] Month [---] +103%

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

Social Influence

Social category influence stocks 71.93% technology brands 39.47% finance 33.33% cryptocurrencies 12.28% exchanges 5.26% currencies 2.63% celebrities 1.75% financial services 1.75% gaming 0.88% automotive brands 0.88%

Social topic influence ai 28.95%, $mu #347, $sndk #144, $app #72, $nvda 12.28%, meta 12.28%, $amd 12.28%, $amat #87, $googl 7.89%, $meta 7.02%

Top accounts mentioned or mentioned by @smartertrader @grok @tradexwhisperer @polymarketmoney @mrderivatives @nietschecapital @smarter411 @steipete @charliebilello @kalshi @mrbeast @accruedint @picarddantes @marrkyss @optionspro101 @saylordocs @execsum @remarks @mistor @santisiri

Top assets mentioned Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) AppLovin Corporation (APP) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Applied Materials, Inc. (AMAT) Alphabet Inc Class A (GOOGL) Metadium (META) Cisco Systems Inc (CSCO) Vertiv Holdings Co (VRT) Arista Networks Inc (ANET) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Palantir Technologies Inc. (PLTR) Bitcoin (BTC) Unity Software Inc. (U) Western Digital Corp (WDC) Super Micro Computer, Inc. Common Stock (SMCI) CatCoin (CAT) Stacks (STX) DraftKings Inc. Class A Common Stock (DKNG) Pinterest, Inc. (PINS) QUALCOMM, Inc. (QCOM) Robinhood Markets, Inc. (HOOD) Walmart, Inc. (WMT) Microsoft Corp. (MSFT) Cloudflare, Inc. (NET) Goldman Sachs (GS) Salesforce Inc (CRM) GE Vernova Inc. (GEV) Now Coin (NOW) Equinix Inc (EQIX) Crocs, Inc. (CROX) Arm Holdings plc (ARM)

Top Social Posts

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

"@saylordocs @grok The same grok is saying it will got $169K and then says highest risk of losing as well. better stay out of BTC"
X Link 2026-02-13T21:56Z [---] followers, [----] engagements

"Breaking News 🚨 🔔 X just confirmed stock and crypto trading directly from the timeline. Launching in weeks. Think about what this means. [---] million users. Real-time price charts on every $TICKER. Buy and sell buttons inside the feed. No app switching. No brokerage login. Robinhood built a $20B company by making trading frictionless. X is about to make Robinhood the friction. The same platform where earnings reactions go viral where supply chain analysis gets shared where retail sentiment forms in real time is now the platform where you act on it without leaving. Social media just became"
X Link 2026-02-14T13:07Z [---] followers, [--] engagements

"Everyone's watching $NVDA. Nobody's watching the grid. The U.S. power grid is 70% past its life cycle. Built in the 1950s-70s. Meanwhile AI data centers need 100+ megawatts each. This week: Meta locked up [---] GW of nuclear power Forgent Power IPO'd at $8B (ticker: $FPS) PJM grid will be [--] GW short by [----] The hyperscalers aren't waiting for utilities. They're building their own power supply. $NVDA sells the GPUs. Someone has to power them. Follow the watts. https://twitter.com/i/web/status/2020283057916260384 https://twitter.com/i/web/status/2020283057916260384"
X Link 2026-02-07T23:46Z [---] followers, [---] engagements

"📊 BREAKING: Memory Chip War Heating Up $MU (Micron) - Closed at $383.50 (-2.84%) $SNDK (SanDisk) - Closed at $583 (-1.91%) Both slipped despite the Nasdaq rallying +0.9%. Heres whats happening: 🔴 Samsung just got aggressive. Theyre shipping HBM4 chips to Nvidia starting THIS WEEK (third week of February). SK Hynix gets 70% of Nvidias HBM4 orders. Samsung gets 30%. 🔴 Micron reportedly shut out of HBM4. Chosun Daily reports Microns HBM4 share for Nvidias Vera Rubin: ZERO. Nvidia raised specs above [--] Gbps. Micron couldnt meet them. But the bull case isnt dead: ✅ TD Cowen just raised $MU"
X Link 2026-02-10T12:51Z [---] followers, [---] engagements

"The Cisco line is still the most important sentence from this entire earnings week. "Higher memory prices hurting margins." That's a $250B company admitting the supply chain has pricing power over them. Micron's CFO responded by announcing HBM4 shipped a quarter early. Three analysts raised price targets in [--] hours - TD Cowen to $600. Cisco's pain is Micron's supercycle. Every AI server built makes the memory shortage worse. And that shortage flows downstream to NAND and storage. $MU $SNDK - the supply chain doesn't lie"
X Link 2026-02-12T15:33Z [---] followers, [--] engagements

"So what next after the #CPI Still waiting on the market to turn green. The market is scared of CPI this morning. But last night already told you everything you need to know. $AMAT +11%. Semiconductor industry hitting $1 TRILLION in [----]. $ANET +15%. First quarter above $1B net income. Revenue +29%. $APP -11%. Beat earnings. Still sold. Down 48% The market is scared of CPI this morning. But last night already told you everything you need to know. $AMAT +11%. Semiconductor industry hitting $1 TRILLION in [----]. $ANET +15%. First quarter above $1B net income. Revenue +29%. $APP -11%. Beat"
X Link 2026-02-13T15:49Z [---] followers, [--] engagements

"Unpopular opinion: You don't need to watch the market all day to day-trade well. The data says you only need two windows: 9:30-10:30 AM 3:00-4:00 PM That's it. Those two hours account for 62% of when SPY sets its daily high or low. Everything in between - especially 11:45 AM to 1:30 PM - is noise. Low volume. Choppy action. Where morning profits go to die. The highest-probability reversal times 10:00 AM 2:15-2:30 PM 3:00 PM This holds across all the mega-cap volume leaders: NVDA TSLA AAPL AMD META. I mapped all [--] intraday time zones with volume levels volatility and what to expect in each"
X Link 2026-02-13T16:39Z [---] followers, [---] engagements

"$SNDK 🚀 Happy Friday"
X Link 2026-02-13T19:18Z [---] followers, [--] engagements

"@PolymarketMoney Claude is way better than OpenAI . i can go in more detail based on my usage "
X Link 2026-02-14T03:18Z [---] followers, [--] engagements

"@exec_sum @PolymarketMoney . why anothropic is what you asked me. can you validate this I want to provide you more examples of why Anthropic is better than OpenAI"
X Link 2026-02-14T05:56Z [---] followers, [--] engagements

"@remarks @PolymarketMoney more sources confirming abt Claude"
X Link 2026-02-14T05:57Z [---] followers, [--] engagements

"Smart Cashtags coming to X.This is big news. @mistor @santisiri @steipete @openclaw I genuinely want crypto to proliferate on X but applications that create incentives to spam raid and harass random users is not the way. It meaningfully degrades the experience for millions of people only to enrich a few people. And yes we are launching a number of @mistor @santisiri @steipete @openclaw I genuinely want crypto to proliferate on X but applications that create incentives to spam raid and harass random users is not the way. It meaningfully degrades the experience for millions of people only to"
X Link 2026-02-14T13:25Z [---] followers, [--] engagements

"@wealthmatica $APP on sale for sure"
X Link 2026-02-14T14:53Z [---] followers, [----] engagements

"@Chandan_Perla @sundarpichai @sama @BillGates @invideoOfficial Hahhaa. Mark Zuckerberg would have been great than Bill Gates"
X Link 2026-02-14T16:44Z [---] followers, [----] engagements

"Futures reopen 6pm ET. Monday closed = tonights gap can become Tuesdays narrative. My trigger: 10Y + USD /NQ fades first. If yields chill risk can rebound fast in thin liquidity. Watching /ES vs /NQ at 6:056:30. #SPY #QQQ"
X Link 2026-02-15T15:35Z [---] followers, [--] engagements

"$BTC below $80K. Gold down 11%. Nasdaq bleeding. Warsh wants a smaller Fed balance sheet. Less liquidity = pain for speculative assets. But here's what's NOT slowing down: $META $135B AI capex xAI $20B raise $NVDA sold out through [----] The money is still flowing. Just not everywhere. https://twitter.com/i/web/status/2017772849063161935 https://twitter.com/i/web/status/2017772849063161935"
X Link 2026-02-01T01:31Z [---] followers, [---] engagements

"Everyone's panicking. Let me show you what I see: $450B in AI capex announced this week. That money doesn't vanish. It flows: $NVDA (GPUs) $MU (Memory) $AVGO (Networking) $SMCI (Servers) Hyperscalers are bleeding. Infrastructure suppliers are eating. Last time everyone panicked about "overspending" [----]. Cloud stocks crashed 60%. Then AWS grew 30% for [--] straight years. Zoom out. The best buying opportunities don't feel comfortable. They feel like this. https://twitter.com/i/web/status/2019593183756226819 https://twitter.com/i/web/status/2019593183756226819"
X Link 2026-02-06T02:05Z [---] followers, [---] engagements

"@charliebilello Great stats but for some reason $AMD didn't do that great post earnings"
X Link 2026-02-06T18:52Z [---] followers, [----] engagements

"$1.7 billion will be bet on the Super Bowl today. $3 trillion will be invested in AI data centers over the next [--] years. One of these bets is getting all the attention. The other is quietly reshaping the entire U.S. power grid. The grid is 70% past its life cycle. Data centers need 100+ megawatts each. PJM will be [--] GW short by [----]. This week: Meta locked up [---] GW of nuclear Forgent Power IPO'd at $8B Goldman upgraded $VST to $205 Everyone's betting on the game. I'm betting on who powers the AI. Follow the watts. https://twitter.com/i/web/status/2020581089052651797"
X Link 2026-02-08T19:30Z [---] followers, [--] engagements

"@charliebilello $WMT looking great from here on"
X Link 2026-02-09T15:51Z [---] followers, [----] engagements

"@Kalshi Is this for real Just wow"
X Link 2026-02-09T17:20Z [---] followers, [----] engagements

"What did @MrBeast do Wow 🤩 JUST IN: MrBeast bought a bank JUST IN: MrBeast bought a bank"
X Link 2026-02-09T17:20Z [---] followers, [--] engagements

"@MrBeast just acquired a banking app for Gen Z. @step 461M subscribers. $200M backing from Bitmine. Now financial services. He's not just entertaining the next generation. He's teaching them what schools never did. The creators are becoming the institutions. Pay attention. I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was growing up. That's exactly why were joining forces with Step I want to give millions of young people the financial I'm so excited to share that we are acquiring the"
X Link 2026-02-09T20:46Z [---] followers, [--] engagements

"Markets closed. Heres what you need to know: S&P 500: +0.47% Nasdaq: +0.90% Dow: New all-time high above [-----] The AI trade is back: $NVDA +3.3% $AMD +4.3% $ORCL +9.6% $PLTR +6% Meanwhile: Gold broke $5000 again Bitcoin still down 45% from its high Software stocks stabilizing after last weeks bloodbath But heres what actually matters this week: Wednesday: January jobs report (delayed by shutdown) Friday: January CPI inflation data These two prints will decide if the Fed cuts rates or holds. Last week was about AI disruption fears. This week is about economic reality. The chips rallied. The"
X Link 2026-02-09T23:34Z [---] followers, [---] engagements

"$APP at $480+ after hours 🚀 $APP reports Wednesday after close. Down 40% YTD. Up 8% Friday. Today Up by 10%. Here's what I'm watching: The setup: Q3: Revenue +68% EBITDA margin 82% Expected EPS: $2.95 Implied move: 15% [--] analysts rate it Buy avg target $722 The bull case: E-commerce ad expansion is $APP reports Wednesday after close. Down 40% YTD. Up 8% Friday. Today Up by 10%. Here's what I'm watching: The setup: Q3: Revenue +68% EBITDA margin 82% Expected EPS: $2.95 Implied move: 15% [--] analysts rate it Buy avg target $722 The bull case: E-commerce ad expansion is"
X Link 2026-02-10T00:58Z [---] followers, [---] engagements

"The irony: $MU is up 200% YTD. $SNDK is up 1560% in [--] months. Both got hit today on Samsung news. But here's what the market is missing: DRAM prices are up 90-95% QoQ. NAND prices are up 55-60% QoQ. Supply is still tight through [----]. One bad headline doesn't kill a supercycle. https://twitter.com/i/web/status/2021245909850259655 https://twitter.com/i/web/status/2021245909850259655"
X Link 2026-02-10T15:32Z [---] followers, [---] engagements

"December retail sales: FLAT Expected: +0.4% Market reaction: 10Y yield 4.16% (1-month low) Fed cut odds [--] cuts now priced in Dow +400 points Bad news = good news. Until it isn't. Wednesday's jobs report decides everything"
X Link 2026-02-10T15:41Z [---] followers, [--] engagements

"BREAKING: Deutsche Bank just raised $MU to $500. From $300. That's a 67% target hike. Their thesis: [----] EPS estimate: $46.50 "Unprecedented tightness" in memory market Shortages through 2027-2028 Yesterday Samsung announced HBM4 production. Micron got shut out of Nvidia's Vera Rubin allocation. The stock dropped 3%. Today Wall Street says buy the dip. Everyone watches $NVDA. I've been watching who supplies them. $MU is up 200% YTD for a reason. https://twitter.com/i/web/status/2021278147883188330 https://twitter.com/i/web/status/2021278147883188330"
X Link 2026-02-10T17:40Z [---] followers, [---] engagements

"3:30 PM check: Dow +0.3% (3rd straight intraday record) S&P [---] -0.1% Nasdaq -0.3% Morning rally faded. Why Retail sales miss hit $COST -2% $WMT -1%. But here's the new headline: "AI threat to financial sector." Last week it was software. This week it's financials. The rotation continues: [--] S&P [---] stocks hit 52-week highs $CAT $CSCO $MAR at all-time highs Tech is cooling. Old economy is running. Wednesday's jobs report decides what's next. https://twitter.com/i/web/status/2021325935379628472 https://twitter.com/i/web/status/2021325935379628472"
X Link 2026-02-10T20:50Z [---] followers, [---] engagements

"What to watch Wednesday (2/11): JOBS REPORT @ 8:30 AM Consensus: +60K Goldman: +45K White House: Already managing expectations. But the real bomb Annual revisions could erase 600K-900K jobs from prior reports. The labor market may be weaker than anyone thinks. THE STORY NOBODY'S WATCHING Anthropic is closing a $20B+ funding round. $350B valuation. $NVDA and $MSFT investing up to $15B combined. Blackstone just added $200M. The same company that triggered the SaaS crash last week. Now raising the largest private AI round in history. The AI capex thesis isn't dead. It's accelerating. Position"
X Link 2026-02-11T01:27Z [---] followers, [---] engagements

"$NET check this. Net thru [---] is [---]. Oh my . sam room. Repeat after me ./. The ripper Net thru [---] is [---]. Oh my . sam room. Repeat after me ./. The ripper"
X Link 2026-02-11T03:04Z [---] followers, [---] engagements

"@StockSavvyShay Surprise Nobody was looking at $NET I suppose"
X Link 2026-02-11T03:26Z [---] followers, [---] engagements

"@TradexWhisperer This is a great read $MU took a small break but ready to 🚀"
X Link 2026-02-11T04:49Z [---] followers, [---] engagements

"Memory chip update: $MU dropped 2.7% today. $SNDK dropped 3.8%. Despite: TD Cowen: $MU $600 PT Deutsche Bank: $MU $500 PT Goldman Sachs: $SNDK preferred NAND pick $700 PT Whats going on Samsungs HBM4 announcement spooked investors. But heres what theyre missing: Micron: Were sold out for [----]. Every HBM bit = [--] bits of regular memory forgone. DRAM prices up 40-50% through H1 [----]. Server DRAM up 60-70% Q1 vs Q4. IDC (the research firm): This is a zero-sum game. Relief Not until [----]. Wall Street is pounding the table. The stock is selling off. One of these is wrong. $MU +200% YTD $SNDK +145%"
X Link 2026-02-11T12:51Z [---] followers, [---] engagements

"and $MU $400+ & $SNDK rocketing today Memory chip update: $MU dropped 2.7% today. $SNDK dropped 3.8%. Despite: TD Cowen: $MU $600 PT Deutsche Bank: $MU $500 PT Goldman Sachs: $SNDK preferred NAND pick $700 PT Whats going on Samsungs HBM4 announcement spooked investors. But heres what theyre Memory chip update: $MU dropped 2.7% today. $SNDK dropped 3.8%. Despite: TD Cowen: $MU $600 PT Deutsche Bank: $MU $500 PT Goldman Sachs: $SNDK preferred NAND pick $700 PT Whats going on Samsungs HBM4 announcement spooked investors. But heres what theyre"
X Link 2026-02-11T14:36Z [---] followers, [---] engagements

"Jobs came in at 130K. Expected: 55K. Market rallied then faded. Software stocks crushed again. $CRM -4%. $NOW -5%. But look at what's green: $VRT +22% (organic orders up 252%) $CAT +4% $GEV +4% $ETN +5% The pattern is loud now: AI is destroying software. AI is feeding infrastructure. Vertiv just posted a $15B backlog on power and cooling alone. Everyone watches the chips. Follow the watts. https://twitter.com/i/web/status/2021625606425690324 https://twitter.com/i/web/status/2021625606425690324"
X Link 2026-02-11T16:41Z [---] followers, [---] engagements

"@Nietschecapital Waiting on the $APP results eagerly. Have to see what is in store. I would say $APP to the moon"
X Link 2026-02-11T17:11Z [---] followers, [---] engagements

"Midday scoreboard: Software: $CRM -4% $NOW -5% Infrastructure: $VRT +22% $CAT +4% $GEV +4% Same pattern every week. AI is destroying the old guard and feeding the builders. But the real test starts now: Tonight $CSCO earnings (AI networking orders) Tomorrow $AMAT earnings (chip equipment demand) Friday CPI (decides if rate cuts are dead) Three days that set the tone for the rest of February. Follow the supply chain $MU & $SNDK @smartertrader https://twitter.com/i/web/status/2021648284603793550 https://twitter.com/i/web/status/2021648284603793550"
X Link 2026-02-11T18:11Z [---] followers, [---] engagements

"The $VRT number nobody's talking about: $15B backlog. Organic orders up 252%. That's not a beat. That's a demand signal for the entire AI infrastructure stack. If $CSCO confirms strong AI networking orders tonight and $AMAT shows chip equipment demand accelerating tomorrow the supply chain thesis gets louder. https://twitter.com/i/web/status/2021651378393714998 https://twitter.com/i/web/status/2021651378393714998"
X Link 2026-02-11T18:23Z [---] followers, [---] engagements

"Everyone waiting in $APP guidance. What a roller coaster ride for APP since the short the cease and desist by the CEO to the shorting company and here we are for DDAY $APP 🚀. Waiting $U results do not have direct correlation to $APP guidance. Its an unfortunate day for $U shareholders but $APP guidance may still come in ahead of whisper number. I know people in here dont like listening to earnings calls much less listening to fireside conference chats $U results do not have direct correlation to $APP guidance. Its an unfortunate day for $U shareholders but $APP guidance may still come in"
X Link 2026-02-11T19:33Z [---] followers, [---] engagements

"Closing bell: Markets flat. Jobs beat didnt stick. But after hours just confirmed the pattern: $CSCO record revenue. AI orders from hyperscalers hit $2.1B. Networking orders +20%. $VRT +24% today. $15B backlog. Orders up 252%. Software down. Infrastructure up. Every single day. Tomorrow: $AMAT earnings (chip equipment) + $ANET (AI networking). Friday: CPI decides if rate cuts survive. The supply chain keeps delivering. https://twitter.com/i/web/status/2021707029727813744 https://twitter.com/i/web/status/2021707029727813744"
X Link 2026-02-11T22:04Z [---] followers, [---] engagements

"$APP just reported. Beat everything. Stock down after hours. Revenue: $1.66B vs $1.61B expected EPS: $3.24 vs $2.93 expected (+10.6% beat) Net income: +84% YoY EBITDA: $1.4B at 82%+ margins Q1 guide: $1.75-1.78B revenue vs $1.7B expected The AXON AI ad engine is printing money. But the stock is down 34% YTD because it has software in the label. This is the SaaSpocalypse in one chart - crush earnings still get sold. Hope we see a rebound tomm. https://twitter.com/i/web/status/2021709993972494536 https://twitter.com/i/web/status/2021709993972494536"
X Link 2026-02-11T22:16Z [---] followers, [---] engagements

"Tonight's after hours in one word: ungrateful. $CSCO beat. Record revenue. AI orders $2.1B. Down 7%. $APP beat. EPS crushed by 10%. Down 4.5%. $VRT beat. Orders up 252%. Only one rewarded today (+24%). The market is punishing execution and rewarding scarcity. Software that beats Sold. Infrastructure that delivers Bought. Tomorrow: $AMAT + $ANET after close. Friday: CPI decides everything. Follow the supply chain. https://twitter.com/i/web/status/2021789593226346534 https://twitter.com/i/web/status/2021789593226346534"
X Link 2026-02-12T03:32Z [---] followers, [---] engagements

"@Mr_Derivatives totally agree. great advice"
X Link 2026-02-12T03:44Z [---] followers, [--] engagements

"@Mr_Derivatives $META is $730 to $668 from earnings day to now. the stock seems to be so stuck. What is happening with Mr. Zuck . the steam is lost"
X Link 2026-02-12T03:46Z [---] followers, [---] engagements

"@Nietschecapital the earnings call was all positive hope to see a up tick on the price"
X Link 2026-02-12T03:49Z [---] followers, [---] engagements

"The mobile ad space is crowded. $APP doesn't care. Unity ($U) down 50%+ YTD bleeding users Digital Turbine ($APPS) fading into irrelevance Google AdMob massive but generic Meta dominant but not built for mobile-first gaming AppLovin's edge AXON. An AI ad engine that gets smarter with every dollar spent. 82% EBITDA margins. $3.95B free cash flow. Now expanding into e-commerce. Competitors are shrinking. $APP is compounding. The market sold it off because it has "software" on the label. But this isn't SaaS. This is an AI money printer disguised as an ad company. At 20x [----] EBITDA with these"
X Link 2026-02-12T04:03Z [---] followers, [---] engagements

"The difference in one stat: Unity Q4: guided weak stock -50% YTD AppLovin Q4: beat everything $1.4B EBITDA stock still sold One is broken. The other is being mispriced. The market will figure it out. It always does"
X Link 2026-02-12T04:12Z [---] followers, [---] engagements

"@siddardha_11 Indeed. $MU and $SNDK moving fast"
X Link 2026-02-12T13:12Z [---] followers, [---] engagements

"@Mr_Derivatives $MU $SNDK $STX $WDC"
X Link 2026-02-12T17:04Z [---] followers, [---] engagements

"@Kalshi Where did it go Its not in my bank 😀"
X Link 2026-02-12T23:02Z [---] followers, [---] engagements

"@smartertrader Should we get in $AMAT or too late"
X Link 2026-02-12T23:28Z [---] followers, [---] engagements

"@accrued_int This is a great article I am interested in learning more as $APP is diving"
X Link 2026-02-13T04:15Z [---] followers, [---] engagements

"@TradexWhisperer What is your take on $WDC and $STX They are running hand in hand with $MU and $SNDK"
X Link 2026-02-13T04:17Z [---] followers, [---] engagements

"@Mr_Derivatives So true Is $NVDA a dividend paying stock"
X Link 2026-02-13T12:46Z [---] followers, [---] engagements

"@TradexWhisperer [--]. $MU [--]. $SNDK [--]. $STX Thats my order now 👍"
X Link 2026-02-13T05:00Z [---] followers, [---] engagements

"Markets opened green. By noon everything was red. Nasdaq -1.5%. S&P -1%. Dow -1%. What happened Three things hit at once: CPI fear. Tomorrow's inflation print at 8:30am is the real event of the week. After yesterday's blowout jobs report killed June rate cuts a hot CPI could kill them for [----]. AI spending doubt. Apple Amazon Meta Broadcom Palantir all down 3%+. The market is asking: $175B in capex but where's the return White House credit card rate cap headlines hitting banks. $CSCO -11% dragging networking. Software still bleeding. $U still down 25%. But here's what didn't sell off: $MU"
X Link 2026-02-12T17:24Z [---] followers, [--] engagements

"Worth noting what's happening here. Every morning this week the market opens green on earnings beats. By midday it sells off on macro fear. Jobs report killed rate cut hopes. CPI tomorrow could confirm it. But the infrastructure rotation hasn't broken. $MU is the best performing large cap semi this week up 13%+ in [--] hours. $SNDK still holding gains. $VRT still up double digits. Software is getting hit by both sides AI displacement fear AND macro tightening. Infrastructure only has one headwind: valuation. And earnings keep validating the prices. That's the difference. That's why you follow"
X Link 2026-02-12T17:34Z [---] followers, [--] engagements

"Cisco $CSCO told you memory costs are eating their margins. Micron $MU told you HBM4 shipped a quarter early. Thats not two different stories. Thats the same story. One companys expense line is another companys revenue line. Follow the supply chain"
X Link 2026-02-12T20:34Z [---] followers, [---] engagements

"The market got exactly what it wanted this morning. CPI 2.4%. Below consensus. Five-year low. June rate cut odds jumped to 83%. And the S&P is up half a percent. That tells you everything. Inflation isn't the story anymore. The repricing is. $AMAT +14%. $RIVN +24%. $MRNA +10%. Infrastructure and earnings quality are getting bought. $PINS -25%. $DKNG -15%. $APP -48% YTD. Software displacement is getting sold. Cool CPI didn't save the stocks AI is eating. It just gave the stocks AI needs a tailwind. 3-day weekend ahead. When traders come back Tuesday the question isn't inflation. It's which"
X Link 2026-02-13T18:47Z [---] followers, [---] engagements

"Everyone is asking which AI stocks to buy. Wrong question. The right question is: what does AI physically need to exist It needs chips. It needs memory. It needs power. It needs cooling. It needs buildings to put it all in. Strip away the hype the chatbots the demos the logos - and AI is just math running on silicon inside warehouses that consume more electricity than small cities. The software layer changes every [--] months. New model. New startup. New leader. The infrastructure layer compounds for decades. Because you cant download a data center. You cant 3D print a memory fab. You cant"
X Link 2026-02-14T13:01Z [---] followers, [--] engagements

"The market just opened about [--] mins ago and here is the whole story: Green: $MU +3% HBM4 shipping a quarter early $SNDK +7% NAND pricing power accelerating $VRT +15% data center backlog exploding $EQIX +8.6% AI infrastructure REIT surging $CROX +13% crushed earnings Red: $U -25% Google AI just made game engines obsolete $CSCO -7% "memory costs hurting margins" $APP -5% beat earnings still punished $UPWK -24% AI replacing freelancers in real time $CHGG -6% revenue down 49% YoY. AI ate it. The pattern isn't subtle anymore. If your revenue depends on AI infrastructure you're getting paid. If"
X Link 2026-02-12T15:22Z [---] followers, [---] engagements

"But look closer at WHAT is breaking: $U -25% $UPWK -24% $Z -17% $IBM -7% $CSCO -11% $APP -5% $MAT -27% $HOOD -9% $CHGG -6% $KO -3% Software. Platforms. Middlemen. Ad-dependent models. Now look at what ISNT breaking: $MU +13% in [--] hours $SNDK +7% $VRT +24% $EQIX +8.6% $CROX +13% Infrastructure. Memory. Power. Physical assets. This isnt [----]. In [----] everything fell together. This is a repricing. The market is deciding in real time which businesses AI destroys and which businesses AI needs to exist. The dot-com crash was about companies with no revenue. This is about companies with revenue"
X Link 2026-02-12T23:08Z [---] followers, [---] engagements

"Tonight the market got its answer. $AMAT +13% after hours. Blowout. CEO says semiconductor industry hitting $1 TRILLION in [----]. $ANET +15% after hours. Beat everything. First quarter above $1B net income. Revenue up 29%. This morning's selloff was CPI fear. Not fundamental. Tomorrow at 8:30am we get January CPI. Consensus 2.4% lowest since May [----]. Goldman says it could come in light. If CPI is cool: broad relief rally. Infrastructure leads. If CPI is hot: broad selloff. Infrastructure still holds. Because $AMAT didn't beat earnings by 15% because of rate cuts. $ANET didn't grow 29% because"
X Link 2026-02-13T03:50Z [---] followers, [---] engagements

"The market is scared of CPI this morning. But last night already told you everything you need to know. $AMAT +11%. Semiconductor industry hitting $1 TRILLION in [----]. $ANET +15%. First quarter above $1B net income. Revenue +29%. $APP -11%. Beat earnings. Still sold. Down 48% this year. $PINS -19%. AI displacement fear. $DKNG -15%. Guidance missed by half a billion. Now heres the stat that should stop you cold. MSCI Asia Pacific is up 12% in [----]. The S&P [---] is down. The Nasdaq is down 2%. Global capital is rotating out of US software and into the companies that build what AI runs on Samsung"
X Link 2026-02-13T12:58Z [---] followers, [---] engagements

"Breaking News 🚨 🔔 CPI 2.4%. Below consensus. Lowest since May [----]. Rate cuts back on the table. But the market already told you what matters before CPI even dropped. Last night: $AMAT +11%. $ANET +15%. Infrastructure crushing. $APP -11%. $PINS -19%. $DKNG -15%. Software still bleeding. Cool inflation is a tailwind. But its not the story. The story is the same one earnings told all week. Follow the supply chain. https://twitter.com/i/web/status/2022304639123677410 https://twitter.com/i/web/status/2022304639123677410"
X Link 2026-02-13T13:39Z [---] followers, [---] engagements

"$APP closes at $390. Is this the rebound phase @Nietschecapital"
X Link 2026-02-13T21:19Z [---] followers, [---] engagements

"@accrued_int your thread is amazing. One thing I like is AI fear is what is pulling it back. The next few weeks define how this will trend for the future. The fundamentals seems to be good. I heard the earnings call and Adam spoke very well when compared to other CEOs. Lets see how this rides. https://twitter.com/i/web/status/2022544209186537785 https://twitter.com/i/web/status/2022544209186537785"
X Link 2026-02-14T05:31Z [---] followers, [--] engagements

"OpenClaw changed its name THREE times in one week. Clawd Moltbot OpenClaw The result 100k+ GitHub stars. 2M visitors in [--] days. And now $META and OpenAI reportedly want to buy it. Product Brand. Every single time. The market wanted a self-hosted AI assistant with full control. No API limits. No platform restrictions. Complete sovereignty. That value prop was so compelling the branding chaos actually amplified virality. Hard truth for product teams: stop debating positioning before you've validated PMF. Users will forgive confusing names and rough UX. They won't forgive a product that doesn't"
X Link 2026-02-13T19:56Z [---] followers, [---] engagements

"Michael Burrys X spree is basically one message: $PLTR is priced like premium SaaS but the cash comes later story is getting louder. Hes pointing to accounts receivable jumping vs revenue and DSO rising (20 [--] days). Bull case or red flagwhat do you think $PLTR Check out these two charts. This is a tomahawk dunk a killshot. Palantir accounts receivable grew 20x while revenue growth grew 6x. DSO rose form [--] to [--] days. Q4 though is the seasonal low and seasonal lows have been rising - [--] [--] [--] [--] [--] [--] [--] days. https://t.co/Tuu6w4DWen Check out these two charts. This is a tomahawk dunk a"
X Link 2026-02-15T17:16Z [---] followers, [--] engagements

"@picarddantes For $META $730+ (10%+) $SNDK and $WDC have been ralling the past [--] days $SNDK could go to $550+ is my guess"
X Link 2026-01-29T04:41Z [---] followers, [---] engagements

"@marrkyss @picarddantes $SNDK"
X Link 2026-01-29T14:04Z [---] followers, [---] engagements

"$META image created with @grok"
X Link 2026-01-29T15:14Z [---] followers, [---] engagements

"@grok Love the question. Most see $135B capex as margin risk. I see it as a $135B purchase order for $MU $SNDK $WDC. Zuck said they can't even secure all the chips they need. Supply constrained + massive demand = pricing power for suppliers. That's my edge. What's your read"
X Link 2026-01-29T15:17Z [---] followers, [---] engagements

"@grok $AMD = the GPU hedge. $NVDA is supply constrained. Meta needs options. MI300X is real it's deployed and Lisa Su is coming for market share. Not as sexy as $NVDA but that's why there's alpha left. You holding $AMD or have any love for it"
X Link 2026-01-29T15:25Z [---] followers, [--] engagements

"@grok Data center growth + second-source positioning. NVIDIA is capacity constrained. $AMD gets the overflow from Meta Microsoft Oracle. MI300X isn't hype it's deployed. Feb [--] is the catalyst. Strong AI guide = re-rating. Curious where you see the ceiling"
X Link 2026-01-29T15:30Z [---] followers, [--] engagements

"Biggest risk: NVDA supply normalizes and AMD loses the urgency bid. Mitigant: Hyperscalers are permanently diversifying suppliers now. That's structural not cyclical. Good debate @grok let's revisit after Feb [--] earnings. Humans following along: drop a 🔥 if you're watching $AMD into earnings"
X Link 2026-01-29T15:34Z [---] followers, [--] engagements

"@smarter411 All stocks seem to be in the red zone. what news is getting them down"
X Link 2026-01-29T15:43Z [---] followers, [---] engagements

"$SNDK What is stopping you to $700 in the AM @smartertrader"
X Link 2026-01-30T03:09Z [---] followers, [---] engagements

"$SNDK: +22% overnight I talked about this yesterday. "Nobody's watching storage." They're watching now. Am I dreaming 🚀"
X Link 2026-01-30T05:06Z [---] followers, [---] engagements

"@elonmusk genuine question: With xAI's 2GW data center buildout Tesla's energy storage and SpaceX's orbital compute plans. Is the long-term vision a fully integrated AI infrastructure company Because that's what the supply chain math suggests. $TSLA"
X Link 2026-01-30T05:43Z [---] followers, [--] engagements

"$SNDK at $660+ Raymond James just upgraded to $725 Most analysts still at $300-$400 The Street can't keep up"
X Link 2026-01-30T12:32Z [---] followers, [--] engagements

"@OptionsPro101 @smartertrader Its Kevin Warsh. Confirmed via Trumps truth social an hour ago"
X Link 2026-01-30T12:53Z [---] followers, [---] engagements

"Kevin Warsh nominated as Fed Chair. Hawkish history. Recent dovish talk. Market's bet: Fewer rate cuts than Trump wants. Watching closely 👀 Buckle up.👇👇"
X Link 2026-01-30T12:57Z [---] followers, [--] engagements

"@OptionsPro101 @smartertrader Got it. him being from Blackrock that would have been nice"
X Link 2026-01-30T13:17Z [---] followers, [--] engagements

"@smarter411 There is no bad news on $APP after the fake short report"
X Link 2026-01-30T16:06Z [---] followers, [---] engagements

"FRIDAY'S MARKET CHAOS EXPLAINED 🧵 Gold crashed 9% silver down 31% (worst day since 1980) after Trump named Kevin Warsh as next Fed Chair. Why it matters: Warsh = hawkish on rates strong dollar advocate. Market immediately unwound the "dollar debasement" trade that drove metals parabolic. The real story: Overleveraged positions got liquidated. Gold's RSI hit [--] (highest in decades). This was a technical reset waiting to happen. Equities held up relatively well - S&P down just 0.4%. The "everything bubble" narrative just got tested. MONDAY WATCH: Dollar strength continuation Tech rebound or"
X Link 2026-01-31T13:39Z [---] followers, [--] engagements

"$SNDK 🚀 soon post earnings 👏🏼 Bernstein raises SanDisk price target to $1000 https://t.co/Z2M7yQZbuz Bernstein raises SanDisk price target to $1000 https://t.co/Z2M7yQZbuz"
X Link 2026-01-31T14:26Z [---] followers, [---] engagements

"Biggest earnings week of Q1: Tue: $AMD - AI GPU demand check Wed: $GOOGL $ARM $QCOM - AI infrastructure trifecta Thu: $AMZN - AWS + $125B capex The AI supply chain gets stress-tested. I'm watching data center revenue growth across the board"
X Link 2026-02-01T15:41Z [---] followers, [--] engagements

"Biggest earnings week of Q1: Tue: $AMD - AI GPU demand check Wed: $GOOGL $ARM $QCOM - AI infrastructure trifecta Thu: $AMZN - AWS + $125B capex The AI supply chain gets stress-tested. I'm watching data center revenue growth across the board"
X Link 2026-02-01T15:53Z [---] followers, [---] engagements

"@marrkyss $AMD"
X Link 2026-02-01T19:45Z [---] followers, [--] engagements

"$AMD earnings drop Feb [--] after close Street expects $9.67B rev (+26% YoY) & $1.32 EPS. MI350 ramp OpenAI deals & server CPU strength could deliver a beat + raise. Positioned for big [----] AI growth Let's see those numbers 🚀 #AMD #Earnings"
X Link 2026-02-01T21:39Z [---] followers, [----] engagements

"@smartertrader $AMD"
X Link 2026-02-02T00:04Z [---] followers, [----] engagements

"@TradexWhisperer Just wow and why is $PLTR so down"
X Link 2026-02-02T16:47Z [---] followers, [---] engagements

"Hopefully $PLTR to the rocket after today's earnings. $PLTR Direct Testimonials from [--] Customers UNITED AIRLINES "We deployed Chime late last yearweve already saved almost [---] delays [--] cancellations.this represents millions of dollars of cost avoidance." WENDY'S QUALITY SUPPLY CHAIN CO-OP "Now we've not only fixed our https://t.co/zlzD79M60F $PLTR Direct Testimonials from [--] Customers UNITED AIRLINES "We deployed Chime late last yearweve already saved almost [---] delays [--] cancellations.this represents millions of dollars of cost avoidance." WENDY'S QUALITY SUPPLY CHAIN CO-OP "Now we've not"
X Link 2026-02-02T16:48Z [---] followers, [---] engagements

"US-India trade deal just dropped. Tariffs cut from 25% 18%. India committing $500B+ in US purchases. But here's what nobody's talking about: India is spinning up [--] semiconductor fabs this year with $90B+ in AI infrastructure investment. More data centers = more memory demand. The supply chain always gets paid. As I have said many times President Trump genuinely considers Prime Minister Modi a great friend Thrilled by the news of the trade deal this evening. The relationship between the United States and India has LIMITLESS POTENTIAL As I have said many times President Trump genuinely"
X Link 2026-02-02T20:39Z [---] followers, [--] engagements

"$AMD beat on revenue. Beat on EPS. Record quarter. Stock down 5%. Why Q1 guide shows 5% sequential decline. Wall Street wanted acceleration. Got deceleration. Guidance velocity backward-looking beats. This is the game now. $AMD just dropped: Revenue: $10.27B (beat by 7%) EPS: $1.53 (beat by 16%) Record quarter. Record year. Lisa Su: "Rapid scaling of our data center AI franchise." The AI supply chain keeps delivering. 🚀 $AMD just dropped: Revenue: $10.27B (beat by 7%) EPS: $1.53 (beat by 16%) Record quarter. Record year. Lisa Su: "Rapid scaling of our data center AI franchise." The AI supply"
X Link 2026-02-03T21:50Z [---] followers, [---] engagements

"New like button just dropped. Smash it if you think $AMD at -5% after a beat is a buying opportunity. 🔥"
X Link 2026-02-04T04:36Z [---] followers, [---] engagements

"@smarter411 any word on $LITE"
X Link 2026-02-04T14:40Z [---] followers, [----] engagements

"Check this about $APP $app everyone please get this out Adam just talked about this in his letter and new this was coming. Understanding our inventory Given the strength of Axon we are a major player in the MAX auction. The ad impressions we win are exclusive to us and benefit solely the advertisers $app everyone please get this out Adam just talked about this in his letter and new this was coming. Understanding our inventory Given the strength of Axon we are a major player in the MAX auction. The ad impressions we win are exclusive to us and benefit solely the advertisers"
X Link 2026-02-05T03:03Z [---] followers, [---] engagements

"Everyone's panicking about $GOOGL spending $185B. I'm watching where that money goes: - $NVDA: chips - $MU: memory - $SMCI: servers Hyperscaler capex = supply chain revenue. Short-term pain for tech giants. Long-term gain for infrastructure plays. @smartertrader"
X Link 2026-02-05T14:43Z [---] followers, [---] engagements

"For context: $GOOGL capex guide: $175-185B (50% above estimates) $META capex: $60-65B $MSFT capex: $80B+ $AMZN reports tonight expect similar That's $400B+ flowing into AI infrastructure in [----] alone. Someone has to build it. That's the trade"
X Link 2026-02-05T15:21Z [---] followers, [---] engagements

"Market update (12pm ET): Dow [----] pts S&P -0.8% Nasdaq worst 3-day drop since April 🔴 Pain: - $GOOGL -5% (capex spooked Wall Street) - $QCOM -12% (memory shortage warning) - Bitcoin below $70K - S&P at lowest since December 🟢 Green shoots: - $AVGO +4% (AI infra beneficiary) - $NVDA +0.5% (holding up) - Defensives leading (Merck Travelers Amgen) Tech bleeding. Defensives catching a bid. $AMZN tonight is the next catalyst. https://twitter.com/i/web/status/2019461061695459746 https://twitter.com/i/web/status/2019461061695459746"
X Link 2026-02-05T17:20Z [---] followers, [---] engagements

"@MikeLongTerm @AMD The ratings could be good for the long term but somethings with $AMD were off after earnings"
X Link 2026-02-05T18:02Z [---] followers, [--] engagements

"@unusual_whales Just amazing The liquidation is happening at a faster pace. What is it that we do not know"
X Link 2026-02-05T18:03Z [---] followers, [----] engagements

"@elerianm What does the near future hold for BTC and crypto"
X Link 2026-02-05T18:19Z [---] followers, [--] engagements

"$AMZN reports after close. What I'm watching: - AWS growth (expecting 19%+) - [----] capex guide will they match $GOOGL's $185B - AI revenue commentary If cloud is strong this week's sell-off could reverse fast. This is the one that matters"
X Link 2026-02-05T18:39Z [---] followers, [---] engagements

"After-hours earnings recap: $AMZN ✅ Beat: Revenue $211.5B AWS $35.6B (+21%) ❌ Capex guide: $200B (higher than $GOOGL and $META) 📉 Stock -9% $RDDT ✅ Revenue $726M vs $660M expected (+70% YoY) ✅ EPS $1.24 vs $0.93 expected ✅ $1B buyback announced 📈 Stock +9% $MSTR ❌ $12.4B loss (Bitcoin fell from $120K to $89K) 📉 Stock -17% (slight AH recovery) Theme of the week: Beat earnings stock goes up. Capex and guidance are everything now. https://twitter.com/i/web/status/2019523297096892667 https://twitter.com/i/web/status/2019523297096892667"
X Link 2026-02-05T21:27Z [---] followers, [---] engagements

"Everyone's running for the exits. Bitcoin: -50% from highs Tech: worst week since April [----] S&P: negative for [----] But here's what I see: $GOOGL capex: $185B $AMZN capex: $200B $META capex: $65B $450 BILLION in AI infrastructure spending. That money doesn't evaporate. It flows: $NVDA (GPUs) $MU (Memory) $AVGO (Networking) $SMCI (Servers) Futures green this morning. Fed speakers today. No jobs report (delayed). The herd is panicking. The supply chain is loading. This is how generational trades start. Not with confidence with fear. https://twitter.com/i/web/status/2019754453075734795"
X Link 2026-02-06T12:46Z [---] followers, [---] engagements

"People forget: $NVDA was $120 when everyone said AI was overhyped. $MU was $60 when memory was "dead." Now $450B is flowing into the supply chain. Panic sells. Patience builds"
X Link 2026-02-06T12:52Z [---] followers, [---] engagements

"@jukan05 This is a great forward looking view and hope $MU can get there by earnings day"
X Link 2026-02-06T12:58Z [---] followers, [---] engagements

"More news on $MU why the foolishness. Just stay the course. Wasnt it already widely known news that Micron wouldnt be able to supply HBM4 I dont understand why everyone is making such a big fuss about it. And selling Micron because of this is foolish too. Micron can earn even higher margins from server DDR5 instead of HBM4. Wasnt it already widely known news that Micron wouldnt be able to supply HBM4 I dont understand why everyone is making such a big fuss about it. And selling Micron because of this is foolish too. Micron can earn even higher margins from server DDR5 instead of HBM4"
X Link 2026-02-06T14:44Z [---] followers, [---] engagements

"This week was a filter. Update as of 12PM. Anthropic dropped Claude Cowork. Wall Street panicked. $1 TRILLION wiped from software stocks. But look what's green today: $NVDA +6% $AMD +5% $MU +4% $AVGO +3% The market just told you who wins: Not the software companies getting disrupted. The infrastructure companies powering the disruption. Every AI agent needs chips. Every AI agent needs memory. Every AI agent needs data center networking. NVIDIA just announced a silicon photonics deal with Tower Semi. That's the buildout. That's where $500B flows. AI is eating software. But someone has to feed"
X Link 2026-02-06T17:16Z [---] followers, [---] engagements

"$MU latest MU ceo talk next wed if you miss it cry [---] in [--] week comes MU ceo talk next wed if you miss it cry [---] in [--] week comes"
X Link 2026-02-06T17:52Z [---] followers, [---] engagements

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