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@k2__investment Avatar @k2__investment Karol Kozicki

Karol Kozicki posts on X about ai, $nvda, china, bullish the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXX% cryptocurrencies XXXX% travel destinations XXXX% celebrities XXXX% automotive brands XXXX% exchanges XXXX% currencies XXXX%

Social topic influence ai 8.87%, $nvda #936, china 6.4%, bullish #967, just a 2.46%, liquidity 2.46%, $adbe #64, $2b #27, money 1.97%, $googl XXXX%

Top accounts mentioned or mentioned by @stocksavvyshay @kobeissiletter @stockmktnewz @deitaone @unusualwhales @barchart @mrderivatives @kalshi @fluentinfinance @vivek4real @moninvestor @ashcrypto @slipmancurtis @leadingreport @elonmusk @ashton1nvests @whaleinsider @watcherguru @fiscalai @mikealfred

Top assets mentioned NVIDIA Corp. (NVDA) Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) Synopsys, Inc. (SNPS) Amazon.com, Inc. (AMZN) Ethereum (ETH) American Airlines Group Inc (AAL) Oklo Inc. (OKLO) IREN Limited (IREN) Ondas Holdings Inc. Common Stock (ONDS) Intel Corporation (INTC) NextEra Energy Inc (NEE) Advanced Micro Devices (AMD) Oracle Corporation (ORCL) Pfizer, Inc. (PFE) Eli Lilly and Company (LLY) Johnson & Johnson (JNJ) Coinbase Global, Inc. (COIN) Mario Coin (COIN) JetBlue Airways Corp (JBLU) Vertiv Holdings Co (VRT) Cameco Corporation (CCJ) Vistra, Corp. (VST) Constellation Energy Corp (CEG) SPX6900 (SPX) Solana (SOL) Grab Holdings Limited Class A Ordinary Shares (GRAB) Taiwan Semiconductor (TSM) Energy Fuels Inc. (UUUU)

Top Social Posts

Top posts by engagements in the last XX hours

"$NVDA just dropped a massive $2B strategic investment in Synopsys $SNPS cementing a partnership to overhaul how we build. well everything. This isn't just a cash injection; it's a bet on Agentic AIautonomous agents that don't just "help" engineers but actively reason plan and execute complex design tasks. 🤖🏗 $2B stake in $SNPS common stock. Agentic AI: Moving from "copilots" to fully autonomous engineering agents. Digital Twins: Merging physical/digital worlds via Nvidia Omniverse. Cloud-Ready: Accelerating Synopsys apps on CUDA-X. The next generation of chips won't just be designed by"
X Link 2025-12-01T13:17Z XXX followers, 2660 engagements

""Zero purchase orders. Nobody wanted it." That was Jensen Huang in 2016 announcing Nvidias first AI supercomputer. Only one person saw the vision: Elon Musk. He demanded the first unit for OpenAI. Jensen hand-delivered it to him. The result of that conviction 📉 $NVDA in 2016: $16B Market Cap 📈 $NVDA Today: $4.4T Market Cap (+27000%) History is repeating itself today. Musk is now building "Colossus" with xAI the largest AI training cluster in the world (100k+ H100s) which Jensen recently called "superhuman." Generational wealth isn't found in consensus. It's found in spotting value before"
X Link 2025-12-03T18:38Z XXX followers, XXX engagements

"Hassett plays his game well. His call effectively seals the deal for a December cut. He knows the Fed is boxed in: labor is cooling yet inflation remains sticky above 2%. A 25bps cut provides liquidity now but easing too aggressively into a tariff-heavy 2026 risks a reinflation spike"
X Link 2025-12-05T13:17Z XXX followers, 1211 engagements

"Big win for Big Pharma in China. $LLY $PFE and $JNJ just secured spots on Chinas first-ever "Innovative Drug Catalog." The List: XX high-value medicines covering critical areas like Cancer and Alzheimers. The Alpha: Unlike the state insurance list (which demands deep price cuts) this new commercial catalog opens a channel for premium pricing and higher margins in a massive aging market. Strategic unlock for Western pharma"
X Link 2025-12-07T14:59Z XXX followers, XXX engagements

"Classic market irony: When official institutions leave the square to 'control the narrative' the public instinctively rushes in to see what theyre missing. X isn't just an app anymore; in countries like Denmark and Cyprus its becoming the only alternative to the 'official' story. Freedom is a growth metric"
X Link 2025-12-07T16:18Z XXX followers, XXX engagements

"India is back online ⚡ After a 2-year pause Coinbase $COIN has officially reopened app registration in India. The details: ✅ Sign-ups are live now. 💱 Crypto-to-crypto trading is open. 💰 Full cash (INR) support targeting 2026. A massive step for global adoption in one of the world's biggest markets"
X Link 2025-12-08T14:57Z XXX followers, XXX engagements

"Agreed. The "4-year cycle" narrative is cooked and people who believe in calendar events are missing reality. Personally I see the real upside in $ETH right now; its literally becoming the "plumbing" for Wall Streets tokenization push. But lets be real: the classic "Altseason" will never happen again . Theres too much dilution and too many useless shitcoins for everything to pump. Capital will going to stick to qualitylike $SOL and $LINK"
X Link 2025-12-08T23:50Z XXX followers, XXX engagements

"American Airlines $AAL is in talks with Amazon $AMZN to adopt its new "Leo" satellite internet (formerly Project Kuiper) for in-flight Wi-Fi. ✈📡 With $JBLU already onboard and $AAL targeting free high-speed connectivity for members by 2026 a LEO partnership is the logical next step to compete with Delta/Starlink. If confirmed this is a major infrastructure upgrade for business travelers. The battle for bandwidth at 30000 feet is heating up"
X Link 2025-12-10T23:25Z XXX followers, XXX engagements

"The Manhattan Project for AI is here. President Trump is set to unveil the "Genesis Mission" tomorrowand its a total paradigm shift for the AI Supercycle. The details are massive: National Emergency Status: AI is now treated like the Nuclear program or Space Race. Total mobilization. Federal Override: The DOJ gets the green light to SUE states with restrictive AI laws. "Red tape" is being incinerated. National Labs Pivot: The full weight of the DOE is shifting to support AI research & compute power. The US government is effectively underwriting the AI infrastructure buildout. They aren't just"
X Link 2025-11-23T19:00Z XXX followers, 14.4K engagements

"The macro data is correctdata center load is the biggest grid shock in decades. But you have to separate the power plants from the PowerPoints.😅 🟢 Real Revenue: $VST $CEG $VRT $CCJ (The workhorses). 🔴 Pure Hype: $OKLO. Zero revenue zero product and years away from a working reactor. Don't confuse a $17B utility ( $VST ) with a celebrity-backed science project ( $OKLO)"
X Link 2025-11-29T14:40Z XXX followers, 3506 engagements

"Incredible momentum for $VOO (one of best low cost etf for $SPX). That $124B YTD inflow figure confirms two massive trends right now: unwavering conviction in the US economy despite the noise and the permanent shift toward ultra-low-cost indexing. Investors aren't just buying the dip; they're buying the benchmark"
X Link 2025-12-01T20:48Z XXX followers, XXX engagements

"$IREN refinancing $2B in debt is a classic "rip the band-aid" move. 1.Retire old 2029-30 notes 🛑 2.Issue new 2032-33 notes You take the near-term dilution hit now to clear the deck. Long-term overhang is reduced and maturities are pushed way out. Clean slate for the next cycle"
X Link 2025-12-01T21:58Z XXX followers, 98.6K engagements

"KALSHI: $11B VALUATION Its official. @Kalshi just raised $1B in Series E funding led by @paradigm. The craziest part They just raised a Series D in October at $5B. Thats a 2x valuation jump in X months. 🤯 $1B+ weekly volume Backed by Sequoia CapitalG a16z Now live on Solana The race for the "Truth Market" crown is over. Its a duopoly now. Are you betting on Kalshi or Polymarket in 2025 👇"
X Link 2025-12-02T13:36Z XXX followers, XX engagements

"@StockSavvyShay Personally holding $ONDS and $GRAB. Ondas is finally executing on deal signings (tech is real) will soon back above $XX. Grab stuck in $5s level but their Asia expansion is a beast thats just getting started"
X Link 2025-12-06T12:28Z XXX followers, 4264 engagements

"Did he take a screenshot 😅 Talking like a market freshmanits just paper gains until you sell Howard. But seriously the setup is interesting. With the Trump admin holding a XX% stake and geopolitical risks rising in Taiwan( $TSM) $INTC could be a ultimate domestic hedge. Plus Lip-Bu Tan taking control this year finally brings the solid leadership they needed"
X Link 2025-12-06T23:10Z XXX followers, 1005 engagements

"Agreed on the 'nuclear arsenal' thesis but $OKLO is the weak link here. Seriously Its trading on pure hype with $64M in recent losses and no commercial deployment for years. If you want high-risk/high-reward with a floor that actually executes check Energy Fuels $UUUU. Theyre hitting 1M+ lbs in production guidance have a fortress balance sheet ($300M liquidity) and diversify into rare earths"
X Link 2025-12-07T15:57Z XXX followers, 3182 engagements

"This is the BofA/Cabana forecast. Important distinction: Its technical plumbing not "money printer goes brrr" 🖨. They are splitting the $45B between natural economic growth ($20B) and fixing the reserve drain ($25B). Bullish for market stability but don't confuse it with actual QE stimulus"
X Link 2025-12-08T02:55Z XXX followers, 2490 engagements

"🚨CoreWeave $CRWV announces a $2B convertible notes offering due 2031. 📉 Stock is down X% pre-market as the market prices in the mechanics of the deal. The Facts: The Raise: $2B (plus a $300M option) to fund corporate growth. The Hedge: Using "capped call" transactions to minimize dilution for current shareholders. The Reaction: Convertible arbitrage (hedging by note buyers) often creates immediate selling pressure. The Future Risks: ⚠ Dilution is still possible: If the stock price soars above the "cap" price (TBD) new shares will be issued diluting your value. ⚠ Debt Burden: While this"
X Link 2025-12-08T12:23Z XXX followers, XXX engagements

"🚨 BREAKING: $GOOGL and $NEE are officially partnering to build multi-gigawatt U.S. data center campuses. ⚡ XXX GW already operating or contracted. ⚡ First X massive sites currently in development. Dedicated power is the new gold rush for accelerating AI demand. The race is on"
X Link 2025-12-08T12:36Z XXX followers, XXX engagements

"@StockSavvyShay For context on the scale here: XXX GW is roughly the output of three nuclear reactors. The energy demand for these next-gen AI models is staggering. We are moving from "cloud computing" to "grid computing." $GOOGL & $NEE 🔋"
X Link 2025-12-08T12:38Z XXX followers, XXX engagements

"@DeItaone Nothing says 'strong free market capitalism' like a recurring $XX billion government allowance because the trade strategy backfired.🤔"
X Link 2025-12-08T13:03Z XXX followers, XXX engagements

""Combat-proven" is the ultimate R&D validation. Ondas investing in Drone Fight Group brings battle-tested Ukrainian systems to the US market. The key here is NDAA complianceunlocking massive US Gov contract potential. Bullish step for the $ONDS defense ecosystem. 🚀"
X Link 2025-12-08T14:00Z XXX followers, XXX engagements

"🚨 MAJOR $NVDA UPDATE Semafor reports the US is moving to approve Nvidias H200 chip sales to China with Commerce Secretary Howard Lutnick reportedly backing the move. If confirmed by the Trump Admin this is a massive shift. What it means for Nvidia: Revenue Floodgates Open: China was historically 20-25% of Nvidias data center revenue. Re-opening this market could add billions to the bottom line almost overnight. Crushing Competition: Domestic Chinese rivals (like Huawei/Moore Threads) were gaining ground while Nvidia was locked out. The H200 return kills their momentum. New ATH Catalyst: The"
X Link 2025-12-08T18:11Z XXX followers, 1133 engagements

"@StockSavvyShay This is massive. People forget China used to make up XX% of Nvidia's data center revenue. Bringing that market back isn't just a bonusit completely changes the valuation models. The market priced $NVDA as if China was gone forever"
X Link 2025-12-08T18:16Z XXX followers, XXX engagements

"@unusual_whales Basically the floodgates are opening. Ig confirm $NVDA gets access to billions in sales that were illegal yesterday. Its pure upside that wasn't priced into the stock"
X Link 2025-12-08T18:17Z XXX followers, XXX engagements

"Good sign but keep watching the margins. For investors this XX% stat is a relief but the real test for 2026 is magnitude. We need to see AI moving from "saving a few hours" to driving actual margin expansion. If that ROI doesn't scale fast enough to match the infrastructure bill the valuation math gets tricky"
X Link 2025-12-09T19:04Z XXX followers, XXX engagements

"@unusual_whales This reinforces the "Silicon Shield" theory. By keeping China dependent on Taiwan-made high-end silicon (even with a XX% US tariff) the status quo in the Taiwan Strait becomes economically essential for Beijing. Its not just a sales deal could be a geopolitical leash"
X Link 2025-12-09T19:50Z XXX followers, XXX engagements

"🚨 BREAKING: SpaceX reportedly eyeing a 2026 IPO at a massive $XXX TRILLION valuation. If rumors hold true this would be the biggest listing in history. 🚀 The Numbers: 📈 2025 Rev: $15B (Projected) 💰 2026 Rev: $22B-$24B (Projected) 🏷 Target Val: $1.5T That valuation is nearly double the current $800B tender offer rumors. A 60x+ revenue multiple is aggressivebut never bet against Elon Would you buy in at $1.5T"
X Link 2025-12-09T20:49Z XXX followers, XXX engagements

"🚨 GRID SCALE A massive new $450M energy storage system is now operational in Victoria Australia. 🔋 XXX @Tesla Megapacks ⚡ XXX MW / XXX GWh Capacity 🏗 3x Toshiba 500kV Transformers Time-shifting. The hub soaks up excess solar & wind during the day (cheap) and deploys it during evening peaks (high value). Teslas energy division is quietly becoming a juggernaut. Q3 2025 Data: Record XXXX GWh deployed (+81% YoY). Storage is no longer a science experiment; its critical infrastructure. Reliable assets. Real utility. $TSLA"
X Link 2025-12-07T02:42Z XXX followers, XXX engagements

"Sunday Dump 📉 then Pump 📈. $BTC reclaims $90k. $ETH back over $3k. This wasn't a market crashit was a leverage flush. Longs got liquidated on the drop shorts got wrecked on the V-shape recovery. The weekend volatility exists to wipe out the over-leveraged. Spot holders just chill. ☕"
X Link 2025-12-07T17:26Z XXX followers, XXX engagements

"$PATH 🚀 Up +5% today and +40% this week. Here is why the market is suddenly paying attention: Profitability Flip: They just posted their first-ever GAAP profitable quarter. Huge milestone. AI Narrative Shift: They aren't the victim of AI; they are the platform for AI Agents. The Beat: Crushed revenue estimates with $411M (+16% YoY). From "growth at all costs" to "profitable growth." The thesis just got a lot cleaner.🦾"
X Link 2025-12-08T14:52Z XXX followers, XXX engagements

"The CFTC just announced a pilot program for tokenized collateral in derivatives. This is massive. Essentially regulators are admitting that blockchain is superior plumbing for the financial markets. For tokenization (#RWA) this is the specific "utility" validation weve been waiting for. It allows assets to move instantly as collateral 24/7 freeing up liquidity that usually gets stuck in the slow legacy banking cycle. We are officially moving from the "casino" phase to the "infrastructure" phase. $ETH $USDC"
X Link 2025-12-08T21:39Z XXX followers, XX engagements

"🚨 BREAKING: President Trump just dropped a bombshell for the semiconductor world. The Deal: $NVDA (and peers like $AMD $INTC) get the green light to ship high-end H200 chips to approved clients in China. A XX% "fee" on these sales goes directly to the U.S. Treasury. "Clasic Trump" Deal Instead of a total blockade its a revenue-sharing model"
X Link 2025-12-08T21:44Z XXX followers, XXX engagements

"@StockSavvyShay Does this kill the bear case for $NVDA Hard to see how they don't crush earnings with the China door re-opened"
X Link 2025-12-08T21:50Z XXX followers, XXX engagements

"Shoutout to Michael Burry for worrying about all those 'full warehouses' of chips. 🫡 Dont worryChina just offered to clear out the inventory. And theyre paying a premium for it. 😂📦 $NVDA"
X Link 2025-12-08T22:05Z XXX followers, XXX engagements

"$NVDA $XXX AH after Trump announced that he will greenlight the sale of Nvidia's more H200 chips to China. Nvidias official response: "We applaud President Trump's decision to allow America's chip industry to compete to support high paying jobs and manufacturing in America. Offering H200 to approved commercial customers vetted by the Department of Commerce strikes a thoughtful balance that is great for America.""
X Link 2025-12-08T22:35Z XXX followers, XXX engagements

"@StockMKTNewz This signals a shift from "blocking" China to "managing" them. For the portfolio this is net positive for semis ( $AMD $NVDA) because it normalizes the trade flow but it keeps Taiwan firmly in the crosshairs. Expect volatility to stay high around island politics"
X Link 2025-12-09T19:49Z XXX followers, XXX engagements

"$GME SLIPS X% DESPITE Q3 PROFITS 📉🟢 Wall Street is selling the news focusing on the revenue slowdown rather than the efficiency. Stock is down X% after hours despite another profitable quarter and a massive crypto treasury. 💸 Revenue: $821M (Market wanted more) ✅ Net Income: $77.1M (Profitable) 💼 Op. Income: $41.3M Bitcoin: $519.4M"
X Link 2025-12-09T21:14Z XXX followers, XXX engagements

"@StockSavvyShay Wild numbers. 🤯 But honestly this is bullish for the whole industry. If the market accepts a $1.5T tag for SpaceX it validates space as a mature asset class not just a speculative bubble. Good news for $RKLB holders waiting for the Neutron era"
X Link 2025-12-09T21:25Z XXX followers, 1152 engagements

"🚨NYC Casino Licenses Awarded: The $19.5B Landscape Shift The NY Gaming Commission has officially selected its three operators for the downstate casino licenses. This concludes a multi-year race unlocking billions in CapEx and tax revenues. Here are the winners: X. Resorts World NYC (Queens) $GEBHF The Model: $7.5B expansion of existing facility. Go-to-Market: Speed. Table games operational by March 2026. Scale: Largest integrated resort in the U.S. (6k slots XXX tables). Status: Immediate cash flow generation. X. Ballys Corporation (The Bronx) $BALY The Model: $4B destination at Ferry Point"
X Link 2025-12-01T16:41Z XXX followers, 72.7K engagements

"MAJOR CRE TRANSACTION: Blackstone Divests NYC Asset 🏢 ➡The Deal: Blackstone $BX agrees to sell The Shops at Skyview (Queens) for $425M. ➡The Buyers: A joint venture between $TPG and Acadia Realty Trust $AKR. Blackstone is recycling capital (taking profits to deploy elsewhere). Acadia/TPG are doubling down on high-traffic prime NYC real estate. The Signal: Tier X physical retail assets are still cash flow kings"
X Link 2025-12-04T01:33Z XXX followers, XXX engagements

"Brookfield $BAM and Qatars new AI arm (Qai) just announced a $20B joint venture to build out data centers and compute capacity. This isn't just a local playits the cornerstone of Brookfields massive $100B global AI push. The race to own the "physical backbone" of AI (energy + facilities) is heating up in the Middle East"
X Link 2025-12-09T12:20Z XXX followers, XXX engagements

"Using the 'Auto Pen' technicality to purge the Fed Board is a dangerous game. Markets run on confidence and turning the central bank into a political game destroys that. If this is the play to fast-track Hassett the real test wont be his policy viewsitll be his backbone. We need a Chair who answers to economic data not the White House hotline"
X Link 2025-12-10T01:08Z XXX followers, 2003 engagements

"Orbital Data Centers🛰🧠 Elon Musk (SpaceX) and Jeff Bezos (Blue Origin) are taking the AI infrastructure war to orbit. SpaceX: Rumors of a $1.5T IPO in 2026 are fueling plans to turn Starlink satellites into "edge" AI nodes. Blue Origin: Bezos envisions massive orbital server farms powered by 24/7 solar energy. Unlimited solar power + free cooling (space is cold) = potentially solving AIs massive energy crisis. Engineering costs are astronomical. And unlike a ground server you cant just send a technician to fix a glitch in Low Earth Orbit. The trillion-dollar infrastructure battle could"
X Link 2025-12-10T17:05Z XXX followers, XX engagements

"🚨 MASSIVE WEEK FOR U.S. MARKETS Volatility is incoming. All eyes are on Wednesday.👀 📉 Tues: NFIB Small Biz ADP Jobs JOLTS Openings 🔥 Wed: Employment Cost Index FED RATE DECISION 📊 Thurs: Jobless Claims Trade Balance 💡 Why the Fed Decision Matters: Its simple: Lower Rates = Cheaper Money. When the Fed cuts rates borrowing costs drop for businesses. This typically boosts profits and makes stocks more attractive than bonds. ⚠ But watch the trap: We might see a classic "Buy the Rumor Sell the News." Markets often price in the cut before it happens. Don't be shocked if the actual"
X Link 2025-12-07T15:42Z XXX followers, XXX engagements

"@KobeissiLetter Wild day. The pivot is realopening the door for $NVDA H200 sales to China is the liquidity injection almost no one priced in this fast. Jensen definitely played the long game here and won"
X Link 2025-12-09T00:19Z XXX followers, XXX engagements

"@DeItaone Honestly never bet against the Musk premium. If they hit $15B revenue in '2025 and Starship scales up people will pay it. 1.5T sounds insane for a private company but this is basically buying the entire space economy"
X Link 2025-12-09T20:58Z XXX followers, 1868 engagements

"@unusual_whales Standard corporate defense from $NVDAthey have to deny this to avoid regulatory heat. 🛡 The truth Supply always finds the demand"
X Link 2025-12-10T15:20Z XXX followers, XXX engagements

"$ADBE just silenced the doubters. 🚀 Q4 was a clean sweep: beat on top and bottom lines. But the real story is the guidancemanagement is bullish on 2026 signaling that the AI pivot is actually paying off. ** The Numbers:** ✅ Sales: $6.2B (Beat est. $6.1B) ✅ EPS: $XXXX (Beat est. $5.40) ✅ RPO: $22.5B (Strong backlog) ** The Outlook (The part that matters):** 👀 2026 Sales Guide: $26.0B (Beat est. $25.9B) 👀 2026 EPS Guide: $XXXXX (Huge beat vs $20.80)"
X Link 2025-12-10T21:35Z XXX followers, XXX engagements

"@Barchart The era of "free money" in Japan is officially over. Watch the Yen. 💴👀 And Ueda is signaling a potential rate hike (possibly as soon as Dec 18-19)😬"
X Link 2025-12-03T05:33Z XXX followers, 3968 engagements

"The only 'bear case' here is staying in cash. Sure inflation could flare up from the deficit spending (Point 8) but that just accelerates the Liquidity Supercycle. We aren't just seeing a tech boom; we are entering the Physical AI industrial revolution. That $700B CapEx is the foundation not a bubble. Volatility will hitit always doesbut in this environment panic is a gift. The real risk isnt a market crash; its being under-allocated to the assets building the future"
X Link 2025-12-04T14:07Z XXX followers, XXX engagements

"According to The Information Beijing reportedly called emergency meetings with Alibaba $BABA ByteDance and Tencent $TCEHY. The Goal: To figure out exactly how many Nvidia $NVDA H200 chips they actually need. The Context: US Side: Just cleared the H200 for export (with a XX% tax/fee). China Side: Wants domestic tech independence (Huawei) but knows local chips still lag behind Nvidias raw power. This is a classic geopolitical tug-of-war. Chinese tech giants want the H200 to stay competitive in AI but Beijing is likely calculating if they can afford to block it to force reliance on local chips."
X Link 2025-12-10T12:21Z XXX followers, XXX engagements

""Space is cold and the sun is bright." Seems obvious in hindsight that Musk and Bezos would move AI data centers to orbit to solve the energy bottleneck. The logistics are a nightmare but if Starlink becomes a global edge-compute network. $TSLA shareholders are going to be very happy"
X Link 2025-12-10T17:16Z XXX followers, XXX engagements

"$ORCL Q2 Earnings Snapshot The Numbers: Sales: $16.1B (vs Est. $16.2B) EPS: $XXXX (vs Est. $1.64) Operating Income: $6.7B (vs Est. $6.8B) RPO: $523B (up XXX% YoY) Oracle reported mixed top-line results with Revenue and Operating Income coming in slightly below consensus estimates. However profitability remained strong with a significant beat on EPS. The standout metric is the Remaining Performance Obligations (RPO) reaching $523B. This XXX% YoY increase indicates a substantial accumulation of signed future contracts validating high demand for cloud and AI infrastructure that currently exceeds"
X Link 2025-12-10T21:16Z XXX followers, XXX engagements

"@StockSavvyShay Huge validation for the heavy Leo (Kuiper) cap-ex. If $AMZN locks in a legacy carrier like $AAL it proves their tech can actually rival Starlink for high-value B2B contracts. This isn't just "internet"it's a new recurring revenue leg bundled with AWS"
X Link 2025-12-10T23:27Z XXX followers, XXX engagements

"@moninvestor 100%. Thats why I hate when people ask to copy my moves. I always explain: I can share what I do but my risk tolerance and timeline are completely different from yours. You can't borrow convictionat the end of the day you have to be the one responsible for the decision"
X Link 2025-12-06T16:56Z XXX followers, XXX engagements

"$IREN just put on a CFO masterclass. They officially closed their $2.3B raise and the terms are honestly insane: Essentially Free Money: Interest rates are only XXXX% and 1.00%. Thats practically zero cost of capital. Smart Refi: They used this to wipe out old risky debt that had high rates and low conversion prices. Dilution Shield: Bought "capped calls" to protect shareholders from dilution all the way up to $82/share. The result They just extended their runway to 2032+ lowered their interest payments and secured a massive war chest to buy more GPUs/miners. Balance sheet is now a fortress"
X Link 2025-12-08T22:43Z XXX followers, 74.2K engagements

"Its officially Game of Thrones: Corporate Edition. 😅 Youve got Larry Ellison ( $ORCL) calling Trump to block the Netflix deal while his sons companybacked by Kushnerlaunches a $108B hostile siege on the exact same target ( $WBD). The irony of Ellison crying 'anti-competitive' while trying to buy the whole kingdom is wild. Long popcorn and volatility. 🍿"
X Link 2025-12-09T03:54Z XXX followers, 2649 engagements

"@KobeissiLetter This is a 'Buy Local' mandate in disguise. By forcing companies to prove domestic chips fail before they can buy $NVDA Beijing is artificially juicing demand for their own semiconductor ecosystem"
X Link 2025-12-09T11:43Z XXX followers, 2742 engagements

"@KobeissiLetter The $50k sticker price is wild But the financing is the real trap. People are locking themselves into high interest loans on depreciating assets they cant actually afford. Its not just an affordability crisis; its a financial literacy crisis"
X Link 2025-12-09T18:55Z XXX followers, 1691 engagements

"@StockSavvyShay @StockMKTNewz First $NVDA gets the China green light now $PLTR secures the Navy ShipOS deal. Hardware and software both catching massive wins this week. Definitely a rough week to be a bear"
X Link 2025-12-10T01:35Z XXX followers, 12.4K engagements

"@StockMKTNewz Great integration. Makes total sense for workflow. But. how is that possible Everyone scream AI would kill $ADBE😅"
X Link 2025-12-10T13:33Z XXX followers, XXX engagements

"@StockSavvyShay Massive distribution play for $ADBE. Bringing flagship tools directly to ChatGPT users is exactly the catalyst they needed"
X Link 2025-12-10T14:25Z XXX followers, XXX engagements

"Powell is essentially declaring the 'soft landing' is on track. By moving rates to a 'neutral' range the Fed is signaling they're done braking the economy and are shifting to maintenance mode. The slight tick-up in unemployment is viewed as a return to normal balance not a recession alarm"
X Link 2025-12-10T19:59Z XXX followers, XXX engagements

"@StockSavvyShay Everyone said AI would kill $ADBE. Management just dropped a $XXXXX EPS guide for '26 vs the $XXXXX expected. Thats not a company being disruptedthats a company monetizing"
X Link 2025-12-10T21:37Z XXX followers, 2361 engagements

"@KobeissiLetter To put that $1.5T in perspective: thats bigger than Lockheed Boeing and Airbus combinedtimes five. The market is treating this like a software monopoly (Starlink margins) rather than hardware. It's a bold bet that Starship becomes the only shipping lane to orbit"
X Link 2025-12-11T00:23Z XXX followers, XXX engagements

"Big move from $GOOGL this week: theyve officially baked the Gemini AI experience directly into Chrome for iOS. No separate app neededjust look for the new "spark" icon in your address bar. What it does: Summarize long articles instantly create FAQs from page content or just chat with Gemini about whatever youre reading. Why it matters: Google is aggressively defending its turf on Apple devices $AAPL before Apple Intelligence fully takes over. Its a smart play to keep Chrome sticky"
X Link 2025-12-11T14:27Z XXX followers, XX engagements

"@StockMKTNewz Baking Gemini directly into Chrome on iOS is a defensive play to secure the "AI habit" before Apple Intelligence fully locks down the ecosystem. They are aggressively fortifying their search moat on competitor hardware $GOOGL can't afford to let Siri win the query game"
X Link 2025-12-11T14:30Z XXX followers, XX engagements

""I want everyone to assume China is a bonus." Jensen Huang just completely de-risked the China narrative on live TV. While announcing a strategic $2B stake in Synopsys $SNPS he made the new reality clear: Demand is skyrocketing globally (Blackwell is sold out). 🚀 Supply is the only real bottleneck. China Thats just free upside. $NVDA isn't waiting around. It's building narrative. 🐂"
X Link 2025-12-01T15:18Z XXX followers, 45.2K engagements

"$IBM is reportedly nearing an $11B deal to acquire Confluent $CFLT per WSJ. Huge move for Big Blue. 🔵 Why it matters: Real-time Data: IBM owns the "infrastructure" (Red Hat); now they own the "data pipes" (Kafka/Confluent). AI Fuel: You can't have fast AI without fast data. This feeds watsonx directly. Hybrid Cloud: Strengthens their grip on enterprise IT architecture. The data streaming wars just got serious. 🚀"
X Link 2025-12-08T03:22Z XXX followers, 4362 engagements

"@Barchart That $XXX target is super bullish$5.2T is a massive number But honestly if the overall market keeps its current momentum its definitely possible. Also huge plus for $AAPL is the buybacks. That constant buying pressure is a serious tailwind people often forget about"
X Link 2025-12-09T03:38Z XXX followers, XXX engagements

"35B is a massive statement. With $AMZN AWS already leading this cements India as the new battleground for Big Tech supremacy. We are watching the next decade of growth being funded right now. If you thought the US cloud wars were intense wait until you see the fight for Indias 1.4B consumers"
X Link 2025-12-10T13:07Z XXX followers, XXX engagements

"@Mr_Derivatives Its not just Walmartcheck $COST. Its trading at 50x P/E. 🤯"
X Link 2025-12-10T13:21Z XXX followers, XXX engagements

"Adobe $ADBE is finally bringing the heavy hitters to ChatGPT. 🚨 Starting today Photoshop Express and Acrobat are integrated directly into the chat. You can now edit photos design flyers or tweak PDFs just by typing a simple prompt. No more switching apps. With $ADBE trading near 5-year lows this aggressive push to tap into OpenAIs 800M+ users could be the catalyst investors have been waiting for"
X Link 2025-12-10T13:28Z XXX followers, XXX engagements

"@StockSavvyShay Musk wants distributed Starlink compute. Bezos wants centralized solar server farms. Different strategies same goal: Solving AI's energy crisis with unlimited solar in space"
X Link 2025-12-10T17:15Z XXX followers, XXX engagements

"$SNPS just wrapped FY25 with a massive $11.4B backlog and record revenue. 📈 The "Silicon to Systems" pivot is realAnsys is already contributing significantly ($667M in Q4 alone) and despite the noise theyre guiding for a huge FY26 ($9.6B revenue). Q4 Highlights: ✅ Revenue: $2.25B (Record) ✅ Non-GAAP EPS: $XXXX ✅ CEO focus: Aggressive margin expansion & AI innovation"
X Link 2025-12-10T21:38Z XXX followers, XXX engagements

"@StockSavvyShay X% user growth is fine when those users are compounding their activity at 60%+. That margin number is insaneshows the low-rate strategy is aggressively capturing the "power user" market. The $HOOD ecosystem is getting stickier"
X Link 2025-12-10T21:52Z XXX followers, 1304 engagements

"Timing is everything. This is the 'digital ankle monitor' $NVDA needs to secure those high-margin export licenses (and that XX% deal). If the GPU reports its own location the DOJ gets off their back and the smuggling premiums evaporate. Bullish for supply chain security bearish for the gray market"
X Link 2025-12-11T13:14Z XXX followers, XXX engagements