@samsolid57 Avatar @samsolid57 Sam Badawi

Sam Badawi's company, Nebius ($NBIS), is making significant strides in the tech industry, particularly with its AI training platform and partnerships with major companies like Uber, Microsoft, and Amazon. Recently, $NBIS has seen a surge in growth, heading towards an all-time high, with increasing attention from investors and analysts. Its CEO, Andy Jassy, is optimistic about the company's future, especially with its expansion into Latin America and growing capacity to support AI infrastructure.

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Social Influence

Social category influence stocks #1178 technology brands #6860 finance 27.7% cryptocurrencies #2325 automotive brands 6.08% social networks 3.38% currencies 2.36% countries 2.03% financial services #469 celebrities 1.35%

Social topic influence $amzn #21, ai #3966, $msft #3, $googl #496, $meta #11, $nbis #117, meta #1302, in the 7.43%, $nvda #125, $iren #80

Top accounts mentioned or mentioned by @amitisinvesting @wolf_financial @william_r2rclub @mikeschiemer @stevenfiorillo @frameworkwisely @cripsg23 @grok @techequityeng @bitget @jbulltard1 @ilzmcfly @saynototrading @wolfryan @meme0rable @widemoatczar @mukund @stockmeetups @austinsstocks @rokajoska

Top assets mentioned Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Metadium (META) Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) Iris Energy Limited (IREN) Tesla, Inc. (TSLA) Orochi Network (ON) Micron Technology, Inc. (MU) Applied Materials, Inc. (AMAT) Palantir Technologies Inc. (PLTR) Axcelis Technologies Inc (ACLS) SPDR S&P [---] ETF Trust (SPY) ZetaChain (ZETA) Hims & Hers Health, Inc. (HIMS) Amkor Technology Inc (AMKR) Taiwan Semiconductor (TSM) Salesforce Inc (CRM) Now Coin (NOW) Rubrik, Inc. (RBRK) Bitcoin (BTC) Grab Holdings Limited Class A Ordinary Shares (GRAB) Broadcom, Inc. (AVGO) AppLovin Corporation (APP) Advanced Micro Devices (AMD) Oracle Corporation (ORCL) Snowflake Inc. (SNOW) Cipher Mining Inc. Common Stock (CIFR) Reddit, Inc. (RDDT) BITMINE IMMERSION TECH (BMNR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Adobe, Inc. (ADBE) Arista Networks Inc (ANET) Texas Instruments (TXN) Uber Technologies, Inc. (UBER) Robinhood Markets, Inc. (HOOD) Novo-Nordisk (NVO) Sandisk Corporation (SNDK) Ethereum (ETH) Intel Corporation (INTC) MercadoLibre Inc (MELI) ARK Innovation ETF (ARKK) RAI Finance (SOFI) Datadog Inc (DDOG) Western Digital Corp (WDC) PayPal Holdings Inc (PYPL) Atlassian Corporation PLC (TEAM) Cloudflare, Inc. (NET) Apple, Inc. (AAPL)

Top Social Posts

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

"@babochenko A lot of time research. Trading short short time frames takes more time and stress than needed. Focusing on charts and fundamentals for medium to long term swings"
X Link 2026-02-12T05:32Z 37.1K followers, [--] engagements

"My man George Soros definitely closed the $XLE and $XOP puts after the first week of January. I dont believe for a second that hes still holding them. BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active filings in recent quarters with 50+ new positions and major portfolio shifts. Biggest moves: $XOP https://t.co/hy08OTlObL BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one"
X Link 2026-02-13T23:54Z 37.1K followers, [----] engagements

"$SPX MOST EXPENSIVE STOCKS $PLTR Palantir $TSLA Tesla $INTC Intel $LYV Live Nation Entertainment $CCI Crown Castle $VTR Ventas $CRWD CrowdStrike $AXON Axon Enterprise $CSGP CoStar Group $ARE Alexandria Real Estate Equities Very surprised to see some in this list. But if Crown Castle can be here so can $ASTS in the future. https://twitter.com/i/web/status/1958877716113141768 https://twitter.com/i/web/status/1958877716113141768"
X Link 2025-08-22T13:03Z 37.1K followers, [----] engagements

"$HTZ HERTZ ISSUES $250M EXCHANGABLE SENIOR NOTES UP 17% AH Does anyone know an ETF that follows Bill Ackman $ACKY 👀"
X Link 2025-09-24T20:49Z 37.1K followers, [----] engagements

"$TMQ INTERIOR SECRETARY ANNOUNCES US INVESTMENT IN TRILOGY METALS Stock was up as much as 211% AH"
X Link 2025-10-06T20:32Z 36.9K followers, 24K engagements

"The Argentina stock market is ripping after Mileis party wins the mid term elections. $ARGT One of the largest ETFs for the country is up 18% pre market $BMA which is a large bank in the country is up 35% $TEO +25% Other LatAm stocks are rallying premarket $MELI +6.94% $NU +2.53% $DLO +3.74% This is wild https://twitter.com/i/web/status/1982799779156664737 https://twitter.com/i/web/status/1982799779156664737"
X Link 2025-10-27T13:21Z 37K followers, [----] engagements

"Grab Holdings - Q3 [----] Earnings $GRAB [----] +1.8% AH ❌ Revenue: $873M (Est: $876.6M) +22% YoY ✅ EPS: $0.01 (Est: $0.02) vs. $0.01 YoY Additional Metrics: On-Demand GMV: $5.77B +24% YoY Adjusted EBITDA: $136M +51% YoY Profit: $17M (vs. $15M YoY) Adjusted Free Cash Flow (TTM): $283M +185M YoY Monthly Transacting Users (MTUs): 47.7M +14% YoY FY2025 Guidance: ✅ Revenue: $3.38-3.40B (Prior: $3.33-3.40B) ✅ Adjusted EBITDA: $490-500M (Prior: $460-480M) Segment Highlights: - Deliveries Revenue: $465M +23% YoY Segment EBITDA: $78M +42% - Mobility Revenue: $317M +17% YoY Segment EBITDA: $181M +21% -"
X Link 2025-11-03T22:56Z 37.1K followers, 53.8K engagements

"$ORCL had $366B of market cap wiped out in [--] months"
X Link 2025-11-17T21:34Z 37.1K followers, 10.5K engagements

"EOS ENERGY LAUNCHES $500M FINANCING PACKAGE $EOSE shares dropped roughly 9% AH after announcing a registered direct equity offering and a $500M private sale of 6.75% [----] convertible senior notes"
X Link 2025-11-18T22:01Z 36.9K followers, 105.9K engagements

"Which stock will do this tomorrow after $NVDA earnings"
X Link 2025-11-19T03:17Z 37K followers, 424.2K engagements

"Elastic - Q2 FY2026 Earnings $ESTC [-----] -11.92% AH ✅ Revenue: $423M (Est: $416M) +20% YoY ✅ EPS: $0.36 (Est: $0.30) Additional Metrics: Subscription Revenue: $389M +21% YoY Elastic Cloud Revenue: $145M +22% YoY Remaining Performance Obligations (RPO): $1.45B +14% YoY Operating Cash Flow: $89M +21% YoY Free Cash Flow: $80M +27% YoY GAAP Operating Margin: -1.5% Non-GAAP Operating Margin: 13.5% Q3 FY2026 Guidance: ⚪ Revenue: $428-430M (Est: $426M) ⚪ EPS: $0.35-0.37 (Est: $0.34) FY2026 Guidance: ⚪ Revenue: $1.676-1.682B (Est: $1.67B) ⚪ EPS: $1.32-1.36 (Est: $1.31)"
X Link 2025-11-20T21:47Z 37.1K followers, [----] engagements

"Whenever I travel to Europe there are always an obscene amount of $NIO $BYDDF and $XPEV EVs around way more than $TSLA. That along with the boom in BEVs and PHEVs is what caused the major shift in the chart below"
X Link 2025-11-30T00:35Z 37.1K followers, 15.3K engagements

"Metaverse to $0 but META to $1000 LIVE at 2PM EST Today @WOLF_Financial Link in the reply below 👇 Is Zucks Ditching the Metaverse $META Earnings Recap $PATH $SNOW $CRM Santa Clause is COMING $SPY $QQQ Sports Picks: Lions or Cowboys"
X Link 2025-12-04T16:47Z 37.1K followers, [----] engagements

"$META TRIVIA QUESTION What happens to Operating Income next quarter"
X Link 2025-12-04T17:56Z 36.9K followers, [----] engagements

"MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best risk-reward setups in the space. Free Cash Flow Margins $ZETA 12% $CRM 32% $ADBE 41% $HUBS 22% $BRZE 5% $KVYO 15%"
X Link 2025-12-06T19:13Z 36.9K followers, 18.8K engagements

"Cathie Wood sees an opportunity in $TWST heading into year end with exposure through $ARKK and $ARKG. Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T"
X Link 2025-12-31T03:13Z 36.9K followers, [----] engagements

"$BN Brookfield plans to start a cloud business to lower AI infrastructure costs per The Information"
X Link 2025-12-31T18:00Z 37.1K followers, 41.9K engagements

"$BN BROOKFIELD ENTERS CLOUD AI ARENA Brookfield is planning to launch a cloud business called Radiant building on its previously announced $100B AI infrastructure program. Backed by partnerships with investment firms and $NVDA the strategy is to own more of the AI value chain and lower costs by controlling the physical infrastructure that AI actually runs on. Is Brookfield the AI play for [----] They already own nuclear assets like Westinghouse which gives them exposure to long-duration power an increasingly critical resource for AI. Entering cloud services allows Brookfield to offer compute"
X Link 2025-12-31T18:04Z 36.9K followers, [----] engagements

"Here are some of the worst performing stocks this year. $TTD -67.40% $FISV -67.14% $DECK -49.24% $IT -47.86% $ARE -47.74% $LULU -45.35% $MOH -43.36% $CHTR -39.56% $FDS -38.47% $DOW -37.64%"
X Link 2025-12-31T19:15Z 36.9K followers, [----] engagements

"Cathie Wood is buying more $TEM in $ARKK and $ARKG after a near 40% drawdown. Is it time Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5 Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5"
X Link 2026-01-03T18:37Z 36.9K followers, 10.9K engagements

"Applied Digital - Q2 FY2026 Earnings $APLD [-----] +8.33% AH ✅ Revenue: $126.6M (Est: $79.7M) +250% YoY ✅ EPS: -$0.08 (Est: -$0.17) Additional Metrics: - High-Performance Computing (HPC) Hosting Revenue: $80.2M +388% QoQ - Crypto Hosting Revenue: $46.4M - GAAP Net Income: $5.4M - Adjusted EBITDA: $47.2M - Gross Margin: 41% - Net Margin: 4% Strategic Updates: - HPC business now 63% of total revenue - Focused expansion into AI and HPC hosting services - Operating [--] HPC datacenters and planning additional capacity in [----] https://twitter.com/i/web/status/2009021268281184306"
X Link 2026-01-07T21:56Z 37K followers, 10.1K engagements

"Tons of AH movers $RVMD +14.81% $GRMN +6.91% $RKT +6.59% $NLY +2.92% $DRS +2.73% $OPEN +11.82% $OSCR +7.22%"
X Link 2026-01-09T00:12Z 37.1K followers, [----] engagements

"Here is the reality of capping credit card interest rates at 10%. Lenders and consumer finance platforms like $SOFI $AXP $COF $DFS $NU and $MELI along with issuing banks such as $JPM $BAC $C and $WFC rely on risk-based pricing to cover credit losses funding costs fraud and operating margins. Cap rates too low and large portions of unsecured consumer credit immediately become uneconomic. When lenders cannot price for risk losses rise and credit availability contracts. That hits earnings pressures stock prices and eventually forces companies to raise debt or equity at unfavorable terms. This is"
X Link 2026-01-10T03:57Z 36.9K followers, 320K engagements

"TEMPUS AI POSTS RECORD $1.1B CONTRACT VALUE IN PRE-EARNINGS RELEASE $TEM closed [----] with record Total Contract Value above $1.1B driven by strong pharma demand and 31% YoY growth in data and applications revenue to roughly $316M. Net revenue retention of 126% highlights expanding customer relationships and visibility into [----] growth. Stock is moving overnight https://twitter.com/i/web/status/2010529740155928943 https://twitter.com/i/web/status/2010529740155928943"
X Link 2026-01-12T01:50Z 37.1K followers, 16.5K engagements

"$SE Sea Limited is still down roughly 65% from its [----] all-time highs. Management recently raised take rates and the market reacted negatively. The concern is that higher take rates can pressure merchants and consumers slow GMV growth and signal a shift from growth-first to margin-first at a time when investors remain sensitive to demand elasticity in Southeast Asia. https://twitter.com/i/web/status/2011136746885689351 https://twitter.com/i/web/status/2011136746885689351"
X Link 2026-01-13T18:02Z 37.1K followers, [----] engagements

"Cathie Wood did some rebalancing across $ARKK and $ARKW rotating out of mega-cap exposure and trimming defense. She sold about $37.9M of $TSLA and bought $39M of $AVGO She also sold some $KTOS $TSM $TER. Cathie Wood and Ark Invest sold [-----] shares of Tesla $TSLA today in $ARKK Cathie Wood and Ark Invest bought [------] shares of Broadcom $AVGO today in $ARKK https://t.co/182Oe1BVMe Cathie Wood and Ark Invest sold [-----] shares of Tesla $TSLA today in $ARKK Cathie Wood and Ark Invest bought [------] shares of Broadcom $AVGO today in $ARKK https://t.co/182Oe1BVMe"
X Link 2026-01-15T01:11Z 36.9K followers, [----] engagements

"2026 has been wild. Invasions political drama a Fed Chair inquiry APR caps and now fears that software is dead. HERE ARE THE WORST S&P [---] SOFTWARE DRAWDOWNS: [--]. $INTU -17.68% [--]. $NOW -16.89% [--]. $GDDY -15.81% [--]. $APP -15.59% [--]. $ADBE -15.39% [--]. $AIG -14.75% [--]. $CRM -14.27% [--]. $WDAY -13.00% [--]. $CEG -12.90% [--]. $DDOG -12.48% [--]. $PSKY -11.94% [--]. $PGR -11.13% [--]. $HPE -10.74% [--]. $ADSK -10.24% [--]. $EXE -9.50% [--]. $LVS -9.43% [--]. $DASH -9.34% [--]. $CHTR -9.10% [--]. $SWKS -8.89% [--]. $HPQ -8.57% https://twitter.com/i/web/status/2012503691161391413 https://twitter.com/i/web/status/2012503691161391413"
X Link 2026-01-17T12:34Z 37.1K followers, 13.9K engagements

"$APP is down nearly 5% as the market digests another short attack on the dominant advertising platform. ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied to Asian criminal networks. But at the end of the day these reports often trigger a https://t.co/dEoQlmki8A ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied"
X Link 2026-01-20T03:31Z 37K followers, 15.2K engagements

"$PGY is down 50% in just [--] months. What happened"
X Link 2026-01-20T05:21Z 37K followers, 23.6K engagements

"Cathie Wood sold some $KTOS out of $ARKK and $ARKQ yesterday ahead of todays brutal -6.3% move. She also bought some $AMD in $ARKX yesterday which is up 7.7% today. Here's every move Cathie Wood and Ark Invest made in the stock market today 1/20 https://t.co/PjjjfjkERJ Here's every move Cathie Wood and Ark Invest made in the stock market today 1/20 https://t.co/PjjjfjkERJ"
X Link 2026-01-21T22:58Z 36.9K followers, [----] engagements

"Which stock would you categorize as a Class A dumpster fire right now"
X Link 2026-01-24T03:15Z 36.9K followers, 18.3K engagements

"YTD PERFORMANCE - NEOCLOUDS & MINERS For context $SPY and $QQQ are up roughly 1% YTD. 🤯 $APLD +34.1% $IREN +32.7% $GLXY +28.9% $BTDR +25.8% $RIOT +22.0% $CLSK +18.7% $CRWV +17.2% $WULF +10.8% $CIFR +8.5% $MARA +6.0% $BITF +5.9% $NBIS +5.1% $BTBT +3.4%"
X Link 2026-01-25T13:20Z 37K followers, [----] engagements

"DATACENTER BILL OF MATERIALS DISTRIBUTION Power & Cooling $LGND $VRT Servers $CSCO $NVDA $SMCI Networking $FTNT $PANW $ANET Storage $WDC $DELL $PSTG Backup / DR $CVLT $RBRK Software $WCC $COMM Racks & Cable $HPE DELL"
X Link 2026-01-25T15:24Z 36.9K followers, [----] engagements

"$IONQ is acquiring $SKYT SkyWater Technology in a $1.8B deal at $35 per share made up of $15 in cash and $20 in IonQ stock"
X Link 2026-01-26T13:57Z 36.9K followers, [----] engagements

"Bullish for $MRVL if they designed this chip. But as always $TSM and $AVGO take the cake. JUST IN: Microsoft $MSFT unveils MAIA [---] AI inference chip. Another Mag [--] goes in-house 🚨 $NVDA https://t.co/oofBqAPRMX JUST IN: Microsoft $MSFT unveils MAIA [---] AI inference chip. Another Mag [--] goes in-house 🚨 $NVDA https://t.co/oofBqAPRMX"
X Link 2026-01-26T16:21Z 36.9K followers, 12.3K engagements

"Me everytime people panic sell $MELI"
X Link 2026-01-27T19:20Z 36.9K followers, [----] engagements

"HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data center infrastructure in the U.S. Microchip Technology Industrial and automotive MCU demand improves as long-cycle analog orders normalize in U.S.-centric end markets. onsemi EV power SiC and energy infrastructure exposure aligns directly with the recovery TXN is signaling. STMicroelectronics Automotive and industrial analog"
X Link 2026-01-28T13:33Z 36.9K followers, [----] engagements

"Its not just SaaS getting crushed fintech is right there with it. $SPY +1.98% $QQQ +3.08% Meanwhile fintech: $AFRM -11.7% $FOUR -4.3% $KLAR -10.7% $PYPL -7.0% $SOFI -10.4% $TOST -6.3% $XYZ -1.4% Breadth matters. This market is telling you exactly where it wants to be"
X Link 2026-01-29T12:52Z 37K followers, [----] engagements

"President Trump JUST SAID that he will announce his new Fed Chair nominee next week. $BLK CIO Rick Rieder is leading at 38%"
X Link 2026-01-29T17:22Z 37K followers, [----] engagements

"$NU RECEIVES APPROVAL TO ESTABLISH A U.S. NATIONAL BANK"
X Link 2026-01-29T19:36Z 36.9K followers, 67.4K engagements

"$TSLA ADDS $55B IN MARKET CAP AFTER ELON TWEETS YEAH CONFIRMING A SPACEX x XAI MERGER Elon: Yeah Market: +$55B +4% AH"
X Link 2026-01-29T22:24Z 37.1K followers, 82.8K engagements

"$META is the 6th largest company in the world at $1.867T overtaking $TSM"
X Link 2026-01-30T13:22Z 37.1K followers, [----] engagements

"Gut punching reaction to $U from the $GOOGL news $GOOGL Gemini is taking market share of AI across all products with the release of Genie [--]. https://t.co/R26Sj0vDU7 $GOOGL Gemini is taking market share of AI across all products with the release of Genie [--]. https://t.co/R26Sj0vDU7"
X Link 2026-01-30T17:39Z 36.9K followers, [----] engagements

"@SayNoToTrading Sheeeesh"
X Link 2026-01-31T16:37Z 36.9K followers, [----] engagements

"@SayNoToTrading $AXON is trading at the level I bought it at last April and a much better business. Its just terrible sentiment for software right now. Babies get thrown out with the bath water"
X Link 2026-01-31T18:22Z 36.9K followers, [---] engagements

"Welcome to a new era of human transportation. Hard to be bearish long term on $GOOGL and $TSLA as they shape the future of autonomous ride sharing. $UBER and $LYFT will continue to aggregate demand increasingly powered by platforms like Waymo and $NBIS Avride. Market meltdowns are opportunities not sell signals for the convicted. https://x.com/Waymo/status/1989030563710136746/video/1 https://x.com/Waymo/status/1989030563710136746/video/1"
X Link 2026-01-31T20:10Z 36.9K followers, [----] engagements

"How Im feeling about $AMZN calls I bought last week"
X Link 2026-02-02T02:43Z 37K followers, 41.9K engagements

"Did a $ZETA thing"
X Link 2026-02-02T08:22Z 37K followers, 27.6K engagements

"Just a $31T economy growing at 4.2% Probably nothing"
X Link 2026-02-02T16:20Z 37K followers, [----] engagements

"Live shot of $AMZN calls over my $HOOD bags rn"
X Link 2026-02-02T16:43Z 37K followers, 16.3K engagements

"$PLTR IS NOW AT A RULE OF [---] Insane"
X Link 2026-02-02T21:09Z 36.9K followers, 57.7K engagements

"Palantir - Q4 [----] Earnings $PLTR [------] +6.39% AH ✅ Revenue: $1.41B (Est: $1.34B) +70% YoY ✅ EPS: $0.24 (Est: $0.21) Additional Metrics: U.S. Revenue: $1.08B +93% YoY U.S. Commercial revenue: $507M +137% YoY Total contract value: $4.26B +138% YoY Adjusted operating margin: 57% Adjusted free cash flow: $791M 56% margin Cash and investments: $7.2B Q1 [----] Guidance: ⚪ Revenue: $1.532-1.536B ⚪ Adjusted operating income: $870-874M FY2026 Guidance: ⚪ Revenue: $7.182-7.198B +61% YoY ⚪ U.S. commercial revenue: $3.14B +115% YoY ⚪ Adjusted operating income: $4.126-4.142B ⚪ Adjusted free cash flow:"
X Link 2026-02-02T21:25Z 36.9K followers, [----] engagements

"$PLTR shareholders digesting the print"
X Link 2026-02-02T21:36Z 37K followers, 27.3K engagements

"Did you catch $TER Teradyne up 22.5% AH. Teradyne sits at the intersection of chips robotics and precision testing core infrastructure for deploying AI at scale. Insane move"
X Link 2026-02-02T23:37Z 37K followers, 18.6K engagements

"@WolfRyan @grok @BitCeo Refuses to admit hes wrong just like someone we know on this platform lol Specifically in the bitcoin miner space"
X Link 2026-02-03T04:38Z 36.9K followers, [---] engagements

"$TER Teradyne reported earnings yesterday after-hours. Up 27% in [--] week. Grew EPS by 93% YoY and Revenue by 43% YoY"
X Link 2026-02-03T13:33Z 36.9K followers, [----] engagements

"Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA"
X Link 2026-02-03T19:19Z 36.9K followers, 19.5K engagements

"Let's see if we can live to fight another day. $SPY and $QQQ looking good again. Not so much for the Nasdaq but market always depends on the S&P [---]. Question for @stocktalkweekly does $ENS or $PLPC every drop Wow. $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS"
X Link 2026-02-03T20:52Z 37K followers, 13.4K engagements

"$ZETA reclaimed the daily 200MA before close and looking a lot better than this morning. Let's cross our fingers. Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe"
X Link 2026-02-03T21:08Z 37K followers, 15.1K engagements

"@WheelieInvestor When $ZETA is back above $20"
X Link 2026-02-03T21:28Z 36.9K followers, [----] engagements

"$SLAB Silicon Labs is up 34% after news of a $7B acquisition by $TXN Texas Instruments"
X Link 2026-02-03T21:44Z 37K followers, [----] engagements

"Solid talk. How are we feeling $PYPL or $ZETA"
X Link 2026-02-03T21:48Z 37K followers, 15K engagements

"Super Micro Computer - FY2026 Q2 Earnings $SMCI [-----] +8.17% AH ✅ Revenue: $12.7B (Est: $10.4B) +123% YoY ✅ EPS: $0.60 (Est: $0.46) Additional Metrics: - Net income: $401M - Gross margin: 6.3% - Non-GAAP EPS: $0.69 - Cash and equivalents: $4.1B Q3 FY2026 Guidance: - Revenue: at least $12.3B - GAAP EPS: at least $0.52 - Non-GAAP EPS: at least $0.60 FY2026 Guidance: - Revenue: at least $40.0B https://twitter.com/i/web/status/2018808542954950763 https://twitter.com/i/web/status/2018808542954950763"
X Link 2026-02-03T22:07Z 37K followers, [----] engagements

"I dunno. it just seems unlikely that a very low margin business like $SMCI will inflect out of nowhere. They don't fabricate chips they dont design chips they build design and deploy servers. They deal in volumes. They are the proxy for the AI datacenter buildout. Not the key winner. https://twitter.com/i/web/status/2018810547744194649 https://twitter.com/i/web/status/2018810547744194649"
X Link 2026-02-03T22:15Z 37K followers, [---] engagements

"FIRST MEETUP EVER MY MIND IS BLOWN 🤯 The community @amitisinvesting has built is unreal. So many cool people all age groups from all over the world. I uploaded all my photos at the Google Photos link in the reply below - please add yours too so we can relive it 🙏 Grateful to be a part of it. Comment if you attended and what your favorite part was. I cherish every moment with each of you even if it was brief. Shoutout to the crew 🙌 https://twitter.com/i/web/status/2018822912363635160 https://twitter.com/i/web/status/2018822912363635160"
X Link 2026-02-03T23:04Z 36.9K followers, 27.5K engagements

"$PYPL $50B $TSLA $44B in cash SpaceX basically can do it What says you @elonmusk Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and generates cashflow. It needs a work over but could be one of https://t.co/ra5Ejay5Au Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and"
X Link 2026-02-03T23:23Z 37K followers, 12.8K engagements

"1. If someone is down 75% on a stock dont throw shade at them. Its the last thing they want to hear. We all make mistakes. Dont condemn others everyone knows youre not perfect. You arent fooling anyone"
X Link 2026-02-04T01:24Z 36.9K followers, [----] engagements

"2. I remember the day I sold $ENPH. I bought at $170 and finally sold at $120. Once I sold it became easier to see the flaws in other stocks I was bagholding. As @StockMarketNerd said food will taste better and the air will smell cleaner"
X Link 2026-02-04T01:26Z 36.9K followers, [----] engagements

"Trump just saved us all from SaaS apocalypse [----] And also $ZETA 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS"
X Link 2026-02-04T15:44Z 37.1K followers, 13.9K engagements

"Mentioning $ZETA was a bad joke guys. The market clearly sold off the good news today. Once we break support levels I stop adding to names in perpetuity. And I also cut low conviction names. This is not a low conviction for me. I will be holding but today I will be discussing some plans if we continue the sell off https://twitter.com/i/web/status/2019096670689194424 https://twitter.com/i/web/status/2019096670689194424"
X Link 2026-02-04T17:12Z 36.9K followers, [----] engagements

"@stocktalkweekly I know Im in some high beta names getting wrecked but I refuse to add to positions that continue to fall off a cliff. $RBRK may not fall in your belt but average in the $30 range helps me hold it. Not adding at all right now but also not selling"
X Link 2026-02-04T17:22Z 37K followers, [----] engagements

"Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one truly knows where it stops. The only thing you control is yourself and your portfolio. If you do not like a stock or find yourself stuck holding a position step back and ask whether you still believe in the company and the thesis. If the answer is no it is time to sell"
X Link 2026-02-04T18:00Z 37K followers, 48.3K engagements

"@pennycheck Yes sir great news for $ON"
X Link 2026-02-04T18:25Z 37.1K followers, [---] engagements

"Nuclear Talks and SaaS Stocks The Solid Report LIVE AT 2:20 PM EST YouTube Link CloudX Headlines $IGV $PLTR $NOW Nuclear Talks Collapsing $SPY $QQQ Is the MI Series is Not Enough $AMD $NVDA Some Solid Talk My Raw Thoughts Segment Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one Everyone needs to understand that financials and fundamentals do not matter when an entire"
X Link 2026-02-04T19:11Z 37K followers, 47.5K engagements

"@spinner213 Thank you. That was never my bull case but Ill take it"
X Link 2026-02-04T20:30Z 37K followers, [--] engagements

"$GOOGL is projecting [----] CapEx at $180B. And we thought $META was an insane guide. Get ready for $AMZN tomorrow"
X Link 2026-02-04T21:29Z 36.9K followers, 27.6K engagements

"$AVGO shareholders The winner in the new Capex budget of Google is. broadcom The winner in the new Capex budget of Google is. broadcom"
X Link 2026-02-05T02:58Z 37.1K followers, [----] engagements

"HERE IS WHY THE MARKET IS IN FREE FALL Short-term pain usually comes before long-term gain especially when monetary discipline takes priority. Monetary policy matters more than narratives and liquidity ultimately dictates asset prices. Kevin Warshs monetary framework skews hawkish tighter financial conditions balance sheet discipline and less tolerance for inflation persistence. That pushes rates higher for longer which pressures software companies that rely on cheap debt and forward-duration cash flows like $NOW $SNOW $MDB $CRM while also compressing multiples across high-beta trades tied to"
X Link 2026-02-05T04:37Z 37.1K followers, 16.4K engagements

"What did $HIMS do to $NVO Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3 Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3"
X Link 2026-02-05T14:38Z 37.1K followers, [----] engagements

"$META explosive earnings. Gave back all of the earnings gains. $GOOGL phenomenal print. Down 4%. $PLTR crushed it. Back in 120s. If this price action scares you you either dont have the conviction or you were levered up. On the bright side the safety trade is underperforming tech right now. $XLB down 2% while $XLK only 1%. $XLE down 2% while $XLY only 1.5%. Lets see if its a reversal today. Especially with $AMZN reporting after hours. Will be live with Amit and a few Amazon bagholders this afternoon. Everyone needs to understand that financials and fundamentals do not matter when an entire"
X Link 2026-02-05T16:32Z 37K followers, 24.2K engagements

"$AMZN AWS GREW BY 24% WOW"
X Link 2026-02-05T21:03Z 37.1K followers, [----] engagements

"$AMZN AWS and Advertising are their highest margin business and both grew 24% and 23% respectively. The $200B CapEx is the number one reason why the stock is down. But I do not trust the after hours action. Stock was down 10.5% now only 7%. Let's see how price action follows tomorrow. https://twitter.com/i/web/status/2019520081756319878 https://twitter.com/i/web/status/2019520081756319878"
X Link 2026-02-05T21:14Z 37K followers, [----] engagements

"$MOH is down 30% AH Some healthcare stocks getting hit. $UNH -1.35% $OSCR -5%"
X Link 2026-02-05T21:24Z 37K followers, [----] engagements

"WILD AFTER HOURS ACTION $AMZN -7.8% $IREN -13.0% $RDDT -1.6% from +10% $MSTR no comment $RBLX +23.2% $BE +19.5% $CLSK -8.1% $AFRM -4.6% $FTNT +8.9% $DOCS -31.3% $TEAM -7.1% $BILL +14.7% $SYNA -2.6%"
X Link 2026-02-05T21:27Z 37K followers, 18.3K engagements

"Anyone know where the $IREN Anthropic deal insider went"
X Link 2026-02-05T22:17Z 37K followers, 31.1K engagements

"$AMZN "Our backlog is $244 billion. That's up 40% year over year I think it's up 22% quarter over quarter." $AMZN CAPEX $200B GOTCHA B $AMZN CAPEX $200B GOTCHA B"
X Link 2026-02-05T22:56Z 37.1K followers, 10.9K engagements

"@srobo1_ The dollar tree looks a lot different these days"
X Link 2026-02-06T00:45Z 36.9K followers, [---] engagements

"Trillions lost in market cap and not a care in the world"
X Link 2026-02-06T01:15Z 37.1K followers, 12.5K engagements

"@StockMarketNerd These jobs are software engineering but its more focused on infrastructure not app development"
X Link 2026-02-06T21:23Z 36.9K followers, [----] engagements

"Here is the source. so glad I don't own a company that would try to pull off a stunt like this $HIMS https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs"
X Link 2026-02-06T22:15Z 36.9K followers, [----] engagements

"Congratulations to Tevis and @Futurenvesting for finally getting an interview with @anthonynoto Great weekend material $SOFI We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM"
X Link 2026-02-06T23:10Z 36.9K followers, 11K engagements

"THE COST OF FABRICATION FOR MEMORY The DRAM industry has become capital-intensive with Samsung SK hynix and $MU controlling over 90% of global production. Fab construction now costs $20B compared to just a few billion a decade ago. This explosion in costs driven by extreme ultraviolet lithography equipment from suppliers like $ASML deposition and etching tools from $AMAT and $LRCX and increasingly complex process technologies has created a barrier to entry so high that only the deepest-pocketed companies can compete. https://twitter.com/i/web/status/2020096723578683743"
X Link 2026-02-07T11:26Z 37.1K followers, 42.1K engagements

"DEMAND IS NOT SLOWING DOWN As CapEx accelerates from $AMZN $GOOGL $META and $MSFT the demand for compute continues to increase. $NVDA compute remains in very high demand with top priority given to everything from the fastest Blackwell chips down to Grace Hopper Hopper and beyond"
X Link 2026-02-07T13:27Z 36.9K followers, [----] engagements

"$HIMS said they will stop selling the knock off GLP-1 drug. Im wondering how this turns out tomorrow when overnight opens. $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz"
X Link 2026-02-07T22:49Z 37K followers, 24.2K engagements

"Anything security or customer facing is mission critical. $CRM and $NOW is debatable actually. Since those are usually internal applications it might not be but every company is different. $MNDY and $TEAM would be mission critical as well. Monday is important for a sales-driven company but even a development/product company it is just as important. Atlassian is also important especially in software companies for development. I would say disruption starts with license based products vs consumption. https://twitter.com/i/web/status/2020375424711414102"
X Link 2026-02-08T05:53Z 36.9K followers, [----] engagements

"@bipulsinha @rubrikInc @CrowdStrike @George_Kurtz Excellent work Leadership in both sectors of Cybersecurity"
X Link 2026-02-08T06:12Z 37K followers, [---] engagements

"$META is trading at a Forward PE of [--] $SPY is trading at a Forward PE of [--] How does this end up being a bad idea"
X Link 2026-02-08T06:27Z 36.9K followers, 11.1K engagements

"Memory is a MASSIVE Constraint for GPUs $TSLA CEO Elon Musk mentioned this on his earnings call. $NVDA CEO Jensen Huang covers this. $MU SK Hynix and Samsung continue to hike prices as demand grows"
X Link 2026-02-08T13:10Z 37K followers, 10.7K engagements

"Kudos to the soon to be former FOMC chair for the original post. Yes. we give credit to people out here. https://x.com/alifarhat79/status/2020136267078398197s=20 A stock Ive been holding for [--] months [--] minute after I sell it https://t.co/ho8FHRj2AL https://x.com/alifarhat79/status/2020136267078398197s=20 A stock Ive been holding for [--] months [--] minute after I sell it https://t.co/ho8FHRj2AL"
X Link 2026-02-08T14:49Z 36.9K followers, [----] engagements

"@Meme0rable If it wasnt for him there would not be an AWS"
X Link 2026-02-08T17:27Z 36.9K followers, [----] engagements

"I wish they would do this to $ON but they already did hehe"
X Link 2026-02-08T18:34Z 36.9K followers, [----] engagements

"@amit_bhandari_ Its been on the back burner for me. Im bullish but it doesnt apply to HBM used in DRAM builds for AI chips. $PSTG is NAND-based flash storage not DRAM on-chip memory"
X Link 2026-02-08T18:38Z 36.9K followers, [---] engagements

"LAST WEEK POSTED THE LARGEST SHORT SELLING IN HISTORY Does the short squeeze continue 🔥🔥🔥"
X Link 2026-02-08T20:36Z 37K followers, [----] engagements

"If this continues into [----] how cooked are we Big Tech is no longer experimenting with AI. It is building for scale. CapEx is accelerating as $GOOGL $AMZN $MSFT and $META invest heavily in compute data centres and long-term AI infrastructure. By 2026E $META and $GOOGL commit the highest share of revenues to https://t.co/461N4S5VE0 Big Tech is no longer experimenting with AI. It is building for scale. CapEx is accelerating as $GOOGL $AMZN $MSFT and $META invest heavily in compute data centres and long-term AI infrastructure. By 2026E $META and $GOOGL commit the highest share of revenues to"
X Link 2026-02-08T20:39Z 36.9K followers, 15.9K engagements

"@traderDanielle @iamcoriarnold According to Mark Zuckerberg theres far more risk to underspending than overspending. Time will only tell"
X Link 2026-02-08T21:12Z 36.9K followers, [---] engagements

"$IREN contracted capacity build-out currently sits at 3.6GW. Can $NBIS top that in their announcement this week Nebius 3.6GW IREN Nebius 3.6GW IREN"
X Link 2026-02-08T21:58Z 36.9K followers, 21.5K engagements

"Joe Montana wearing a casual long sleeve black shirt in front of 10s of millions of viewers. What a legend 🤣"
X Link 2026-02-08T23:36Z 36.9K followers, [----] engagements

"@Meme0rable Jassy convinced Bezos to turn AWS into a commercial business tho. One of the first megacaps to do it"
X Link 2026-02-09T00:35Z 36.9K followers, [---] engagements

"Turns out $HIMS cutting the knock off doesnt help either. How bad can this sentiment get $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz"
X Link 2026-02-09T02:03Z 37.1K followers, 20.1K engagements

"$NVDA CEO Jensen Huang said in an interview last week that software is no longer just a single tool its a collaboration of many tools working together similar to how Excel evolved into an entire productivity ecosystem. He pointed to how $META uses AI through agentic generative systems to match the right audience with the right ads how $AMZN applies AI-driven advertising and recommendations to optimize shopping experiences and how $MSFT is embedding AI deeply across enterprise software. Software is not dead its entering its next acceleration phase."
X Link 2026-02-09T13:19Z 37K followers, 25.6K engagements

"$MNDY is a great example of bearish themes in the market. AI is highly disruptive for CRMs and project management. Bearish for $CRM and $TEAM. High interest rates impact SMBs which make up most of Mondays business. Software is dead which I disagree with but the market seems to think so. I have no position but I also dont see alpha in dumpster diving into stocks the market doesnt agree with. $MNDY is now down 77% from its 52-week highs. $334.90 $76 is wild Is this an opportunity https://t.co/HnyoguGQkG $MNDY is now down 77% from its 52-week highs. $334.90 $76 is wild Is this an opportunity"
X Link 2026-02-09T17:19Z 37.1K followers, [----] engagements

"$ON $AMKR Earnings https://x.com/i/broadcasts/1MYGNlwOqrnxw https://x.com/i/broadcasts/1MYGNlwOqrnxw"
X Link 2026-02-09T20:57Z 37.1K followers, [----] engagements

"$AMKR Amkor reported earnings today. Margin expansion across the board"
X Link 2026-02-10T05:50Z 37K followers, [----] engagements

"ARE AI AGENTS THE DEATH OF SOFTWARE Databricks CEO Ali Ghodsi says the SaaS gravy train is over. According to Ghodsi predictable subscription revenue made software companies lazy but AI now forces real innovation or extinction. The [----] split is brutal. AI-native companies like $SNOW surged 25% and are now trading near 52-week lows. With enterprise AI spend coming not just from $MSFT $META $GOOGL and $AMZN but also directly from enterprises in [----] every SaaS category faces existential scrutiny as CIOs ask whether AI agents can replace expensive contracts. Build something genuinely"
X Link 2026-02-10T14:09Z 37K followers, 11.5K engagements

"$NBIS is acquiring Tavily now adding AI agents to their stack. Full stack cloud Full stack infrastructure (mostly) Full stack AI suite Earnings Thursday. Yes I will be streaming"
X Link 2026-02-10T15:11Z 37K followers, [----] engagements

"AI is bullish for U.S. GDP. maybe too bullish. Hyperscaler data center spending accounted for 92% of H1 [----] GDP growth. Without it the economy would've posted just 0.1% growth. The big four are deploying $600B+ into AI infrastructure for [----] with $GOOGL hitting $185B $AMZN $200B $MSFT $116B $META $135B while every other sector stalls. We're either building the foundation for a productivity revolution or watching the most concentrated economic bet since the dot-com era. this time fueled by debt. https://t.co/P6KvGAmcYJ https://t.co/P6KvGAmcYJ"
X Link 2026-02-10T17:37Z 37K followers, [----] engagements

"@LeverageShares I didn't realize $TSLA was holding that much $BTC"
X Link 2026-02-10T17:38Z 37K followers, [---] engagements

"Started two new positions in semiconductors with a focus on memory equipment and controllers tied to both DRAM and NAND. Both trade around 20x P/E generate 45%+ gross margins EBIT profitable and stand to benefit from continued memory ramps at $MU SK Hynix Samsung $SNDK $PSTG and $WDC. Looking beyond crowded retail trades for [----]. Better alpha and more attractive valuations in areas Wall Street hasnt piled into yet. I also rotated out of a couple of names with charts that need a lot of work. I have made a lot on them and dont need to force anything."
X Link 2026-02-10T18:35Z 37.1K followers, 25.5K engagements

"Prediction markets are taking heat after recent events including the Grammys where Trevor Noah said a specific word as a joke. While the word potato did not actually exist as a market it served as satire for what could realistically happen in these markets. Separately there were accounts that won every bet on guest appearances during the Bad Bunny halftime show. My take Do not participate in markets that are clearly vulnerable to insider trading. https://twitter.com/i/web/status/2021297216846168551 https://twitter.com/i/web/status/2021297216846168551"
X Link 2026-02-10T18:56Z 37K followers, [----] engagements

"Can $NET reach the $231B TAM in just a few years CRAZY. Now a $72B company on the forefront of agentic AI"
X Link 2026-02-11T12:17Z 37.1K followers, [----] engagements

"$ON ON semi was down nearly 10% after hours following Mondays earnings print. Now the stock is up more than 10% from where it was before the release. Dont let Wall Street dictate your thesis"
X Link 2026-02-11T19:10Z 37K followers, [----] engagements

"@Couch_Investor @BillAckman Wen AUM $18.9B"
X Link 2026-02-11T20:53Z 37.1K followers, [---] engagements

"$APP Applovin drops down again 7%. Anyone know what they said on the call"
X Link 2026-02-11T22:22Z 37.1K followers, [----] engagements

"@HortonSmith34 I am. And I changed my mind on owning it. Already have exposure in $NBIS and wouldn't be surprised if these continue to be volatile. That is ok in these markets. But expressing a position with money at this juncture has more opportunity in the new positions I opened"
X Link 2026-02-11T22:48Z 37K followers, [---] engagements

"Yeah I got cooked on this one"
X Link 2026-02-11T23:47Z 37K followers, [----] engagements

"@amitisinvesting Wait I meant $GME"
X Link 2026-02-12T04:42Z 37K followers, [----] engagements

"@Ze1ooooo Are you attending the national $HIMS community event"
X Link 2026-02-12T05:03Z 37K followers, [---] engagements

"Savvy doesnt take into account options at all and hasnt been the most accurate indicator of performance. Top performers with options were $AMKR and $ON. These alone accounted for over 10% of the 19% YTD Also $SIMO and $ACLS were added yesterday and those are levered too on 25% of the position. Its not the best measurement of performance. Likely going to offload it and just provide updates via excel as best I can for performance and positions. https://twitter.com/i/web/status/2021817803074892011 https://twitter.com/i/web/status/2021817803074892011"
X Link 2026-02-12T05:25Z 37.1K followers, [---] engagements

"@cdad1121 Oh have you seen $RBRK $AMZN and $GRAB Im super transparent lol"
X Link 2026-02-12T05:35Z 37K followers, [---] engagements

"@DonkeyCapital69 Were so cooked"
X Link 2026-02-12T05:54Z 37K followers, [----] engagements

"Nebius Earnings Live The Solid Report LIVE AT 6:45 AM EST YouTube Link $NBIS Earnings Report Compare to $IREN New Deals $MSFT $META Live Earnings Call at 8AM EST"
X Link 2026-02-12T07:19Z 37K followers, [----] engagements

"Nebius Earnings Live The Solid Report $NBIS $IREN $MSFT $META https://www.youtube.com/live/67XkwuHimpw https://www.youtube.com/live/67XkwuHimpw"
X Link 2026-02-12T07:19Z 37K followers, 10.2K engagements

"$BTC fear and greed index is at [--]. Wow. But I do think this one is capable of going negative"
X Link 2026-02-12T07:27Z 37K followers, [----] engagements

"$NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS"
X Link 2026-02-12T12:58Z 37.1K followers, 13.8K engagements

"$NBIS Earnings call is live RIGHT NOW https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20 https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20"
X Link 2026-02-12T13:06Z 37.1K followers, 34.9K engagements

"$VKTX is back at $33 pre-market up 15%+ after announcing its oral GLP-1 candidate VK2735 has advanced into Phase [--]. Viking Therapeutics - FY2025 Q4 Earnings $VKTX $31.47 +10.2% AH Cash Position: $706M Q4 R&D Expenses: $153.5M +395% YoY FY2025 Net Loss: $358.5M vs $110.0M YoY FY2025 EPS: -$3.19 vs -$1.01 YoY Pipeline Highlights: - VANQUISH-1: Enrollment complete [----] patients (exceeded https://t.co/bpcNm84uPT Viking Therapeutics - FY2025 Q4 Earnings $VKTX $31.47 +10.2% AH Cash Position: $706M Q4 R&D Expenses: $153.5M +395% YoY FY2025 Net Loss: $358.5M vs $110.0M YoY FY2025 EPS: -$3.19 vs"
X Link 2026-02-12T13:16Z 37.1K followers, [----] engagements

"$NBIS CFO just said the company plans to invest $16-20B in CapEx. When asked by an analyst on the call the COO said 60%+ will be funded by cash flows. $NBIS Earnings call is live RIGHT NOW https://t.co/mMFdgbjG6N $NBIS Earnings call is live RIGHT NOW https://t.co/mMFdgbjG6N"
X Link 2026-02-12T13:28Z 37.1K followers, 16.8K engagements

"$FSLY Fastly is up 42% pre-market after a massive Q4 beat on revenue and earnings along with stronger-than-expected [----] guidance driven by AI-related traffic on its network. The market is viewing the company as a potential winner in the agentic AI and inference wave just like $NET and $DOCN. https://twitter.com/i/web/status/2021945653132431628 https://twitter.com/i/web/status/2021945653132431628"
X Link 2026-02-12T13:53Z 37.1K followers, [----] engagements

"$MELI is up 3.5% pre-market after $JPM upgrades the stock to overweight and raises the PT to $2800 Mercado Libre and Mercado Pago is driven by improving competitive dynamics stronger pricing power and better earnings visibility into 2026-2027. They see sustained 30%+ growth in Brazil and rising monetization across the commerce and fintech ecosystem as key catalysts. While $AMZN remains a competitor in LatAm JPMorgan views it as a smaller player relative to Mercado Libres integrated marketplace and payments network. The combined scale of commerce plus fintech gives the company a structural"
X Link 2026-02-12T14:03Z 37.1K followers, [----] engagements

"GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%"
X Link 2026-02-12T18:04Z 37.1K followers, 11K engagements

"Even in a sea of red memory stocks like $MU and $SNDK are still green. The market still recognizes how critical memory is in the bill of materials for accelerated compute. GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06% GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%"
X Link 2026-02-12T18:22Z 37.1K followers, [----] engagements

"@10009nyny Correct but odds are decreasing"
X Link 2026-02-12T20:42Z 37.1K followers, [--] engagements

"$AMKR is down 6% after they announced a secondary offering of 10M shares by [---] Investments an entity tied to the Kim Family with a 30-day option for an additional 1.5M shares and the company will not receive any proceeds. This is NOT DILUTION since no new shares are being issued and the Kim Family will still own over 49% post-offering with a 180-day lockup in place while Goldman Sachs is serving as sole bookrunner"
X Link 2026-02-12T21:15Z 37.1K followers, 11.1K engagements

"$ANET is up 19% AH after obliterating earnings estimates and guiding for $2.6B in AIdriven sales. Wall street estimated $2.3B for Q1 [----]. Arista Networks - Q4 [----] Earnings $ANET [------] +10.31% AH ✅ Revenue: $2.49B (Est: $2.38B) +28.9% YoY ✅ EPS: $0.75 (Est: $0.72) Additional Metrics: - GAAP Gross Margin: 62.9% - Non-GAAP Gross Margin: 63.4% - GAAP Net Income: $955.8M - Non-GAAP EPS: $0.82 - FY2025 https://t.co/9D2XCuMLAh Arista Networks - Q4 [----] Earnings $ANET [------] +10.31% AH ✅ Revenue: $2.49B (Est: $2.38B) +28.9% YoY ✅ EPS: $0.75 (Est: $0.72) Additional Metrics: - GAAP Gross Margin:"
X Link 2026-02-12T22:09Z 37.1K followers, [----] engagements

"@jt_xrp Kevin Warsh could do a funny thing"
X Link 2026-02-12T22:10Z 37.1K followers, [---] engagements

"Source for UBS estimates https://x.com/jukan05/status/2021918924867350745 UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28% respectively to $827 billion/$915 billion representing +61%/+11% YoY growth. https://x.com/jukan05/status/2021918924867350745 UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28%"
X Link 2026-02-13T01:27Z 37.1K followers, [----] engagements

"@dezod80 $AMZN $HOOD $RBRK $AMKR (options)"
X Link 2026-02-13T02:29Z 37.1K followers, [---] engagements

"@NICK_AUTHENTIKS Still in. But if downside continues I will be hedging with puts"
X Link 2026-02-13T02:29Z 37.1K followers, [--] engagements

"Crazy seeing $ASTS back in the $80s. 😏"
X Link 2026-02-13T04:16Z 37.1K followers, [----] engagements

"@JuanRodrig07 I love the business and its clearly successful. But in todays market it doesnt care about fundamentals. I wouldnt be surprised if theres something else baking. This price action eerily reminds me of end of 2021"
X Link 2026-02-13T05:12Z 37.1K followers, [---] engagements

"Does todays market give you [----] vibes Yes. Cautious No. This is a BTFD Yes. Cautious No. This is a BTFD"
X Link 2026-02-13T05:14Z 37.1K followers, [----] engagements

"@ZenobleResearch Wow"
X Link 2026-02-13T05:16Z 37.1K followers, [---] engagements

"JUST IN: HEADLINE CPI COMES IN AT 2.4% VS 2.5% I mean"
X Link 2026-02-13T13:48Z 37.1K followers, [----] engagements

"RT @samsolid57: Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reac"
X Link 2026-02-14T10:49Z 37.1K followers, [--] engagements

"Name a stock that will do this next week"
X Link 2025-08-30T19:53Z 37.1K followers, 576.8K engagements

"I find it VERY odd how Warsh is only 95% and Judy Shelton is creeping higher. Whats even more suspicious is nearly $100M of volume with the most on Shelton. Pricing out Warsh would be the most bullish thing for tech right now. It would literally be a buy everything moment"
X Link 2026-02-06T02:12Z 37.1K followers, 15.4K engagements

"https://x.com/samsolid57/status/2022495727419822481s=46 Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth. https://x.com/samsolid57/status/2022495727419822481s=46 Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth"
X Link 2026-02-14T06:02Z 37.1K followers, [----] engagements

"The thesis on $ACLS and how memory production has more room to run. Earnings review from $AMAT and commentary from hyperscalers CapEx $AMZN $GOOGL $MSFT MARKET CLOSE: THE SHOW MUST GO ON https://youtube.com/live/J5zKmd6mn9wfeature=share MARKET CLOSE: $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $META https://t.co/22mKxZi3gn https://t.co/yWWSpxKCZF https://youtube.com/live/J5zKmd6mn9wfeature=share MARKET CLOSE: $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $META https://t.co/22mKxZi3gn https://t.co/yWWSpxKCZF"
X Link 2026-02-14T06:06Z 37.1K followers, [----] engagements

"Stargate UAE is the cleanest read-through on the next AI infra cycle. a 5GW campus in Abu Dhabi where OpenAI G42 and the hyperscale stack $NVDA $ORCL $CSCO plus the usual $AMZN $MSFT $GOOGL are effectively co-building at state scale with 1GW targeted for [----] and 200MW in the first cut of capacity. The visual is straightforward cranes in the desert steel substations and long-dated power contracts turning into a sovereign AI hub that wants to sit in the traffic path for roughly half the worlds population. On the other side of the globe xAIs Colossus clusters are the speed benchmark taking"
X Link 2026-02-14T12:18Z 37.1K followers, [----] engagements

"SCARCITY VS SCALE $RACE limits supply. Ferrari keeps volumes below demand protecting pricing power and margins at the very top of the luxury stack. $NVDA faces the opposite dynamic. Nvidia keeps walking into higher prices because AI demand is overwhelming the supply chain for advanced memory with $MU and $SNDK effectively sold out so GPUs and full systems get repriced upward even if the strategy is simply to ship as many accelerators as possible. With AI capex already running toward the high hundreds of billions and UBS calling for roughly 66% growth with a continued ramp into [----] this looks"
X Link 2026-02-14T16:38Z 37.1K followers, [----] engagements

"CANDIDATES FOR $SPX INCLUSION TODAY AT 5:15 PM ET With $CVX officially completing its acquisition of $HESS a spot just opened up in the S&P [---]. $APP Applovin $HOOD Robinhood $CVNA Carvana $ARES Ares Management $CPNG Coupang $VRT Vertiv $VEEV Veeva Systems"
X Link 2025-07-18T18:07Z 37.1K followers, 35.6K engagements

"TOM LEES [----] FORECASTS FOR ETHEREUM Chairman of $BMNR sees $ETH at $4000 by end of July and $10k-15k by EOY. This is based on $CRCL multiples and Layer [--] usage premiums"
X Link 2025-07-19T18:07Z 37.1K followers, 356.3K engagements

"$GRAB +9% AH Wow. been holding this for a long time"
X Link 2025-07-21T20:27Z 37.1K followers, 87.9K engagements

"$BYND REPORTEDLY FILES FOR CHAPTER [--] BANKRUPTCY Stock is more fake than their meat at this point. Down 10.4% AH"
X Link 2025-08-14T21:52Z 37.1K followers, 378.5K engagements

"DAVID TEPPER HOLDS $1.3B IN $BABA AND $UNH Wall Streets favorite China bull is calling both value plays with asymmetric upside. Hes also sitting on nearly $2B across $MSFT $UBER $GOOGL $NVDA $AMZN plus energy bets in $VST and $NRG. Energy and AI"
X Link 2025-08-22T01:15Z 37.1K followers, 19.3K engagements

"HIMS LAUNCHES NEW RX TESTOSTERONE COMPOUNDS LAUNCH & AT-HOME LABS $HIMS [-----] +8.4%"
X Link 2025-09-03T14:24Z 37.1K followers, 93.1K engagements

"ANOTHER STOCK UP 10.6% OVERNIGHT Everyones watching $NBIS rip 42% after hours. But heres another AI cloud & datacenter player set to expand GW capacity through H2 [----]. $IREN"
X Link 2025-09-09T00:13Z 37.1K followers, 64.5K engagements

"$GOOGL WAYMO TO INTEGRATE AUTONOMY INTO PUBLIC TRANSPORTATION This is insane Starting in Chandler AZ Waymo has partnered with $VIA to roll out autonomous vehicles into public transit"
X Link 2025-09-18T12:27Z 37.1K followers, [----] engagements

"$RKLB FINALIZES ACQUISITION OF MYNARIC TO STRENGTHEN SPACE-BASED LASER COMMUNICATIONS FOR $150M Rocket Lab announced its intention to acquire German laser comms company Mynaric AG earlier this year and today finalized the deal for $75M in cash or stock with up to $75M more in performance-based earn-outs through [----]. https://twitter.com/i/web/status/1971308918656864557 https://twitter.com/i/web/status/1971308918656864557"
X Link 2025-09-25T20:20Z 37.1K followers, 24.1K engagements

"ENERGY DEMAND FROM DATACENTERS HAS A 10Y CAGR AT 14.8% Companies to benefit from this demand: Nuclear: $CEG $CCJ $OKLO $NNE $SMR $GEV $BN $BAM (Westinghouse) $BWXT $LTBR LNG (Natural Gas): $NEXT $VG $LNG $TELL Renewables: $NEE $BE $FSLR $ENPH $RUN $ORA Battery Suppliers: $TSLA $EOSE $ENS $ALB $LAC Grid / Utilities: $DUK $SO $EXC $D $AEP $ED $PCG $XEL $EIX https://twitter.com/i/web/status/1974894101729546425 https://twitter.com/i/web/status/1974894101729546425"
X Link 2025-10-05T17:47Z 37.1K followers, 141.6K engagements

"WHO ARE THE REAL WINNERS FROM THE RECENT TARIFF TENSIONS Rare earth metals. Heres how they performed on Friday. $SPY -2.70% $QQQ -3.47% $TMRC +23.99% $UAMY +12.22% $MP +8.49% $PPTA +7.73% $IDR +6.05% $NB +5.59% $USAR +4.96% $UUUU +3.25% $CRML +1.84% $AREC +0.99% $IPX -1.86% $TMC -5.28% https://twitter.com/i/web/status/1977369412161388868 https://twitter.com/i/web/status/1977369412161388868"
X Link 2025-10-12T13:43Z 37.1K followers, 309.7K engagements

"$HIMS EXPECTS THE HERS BUSINESS SEGMENT TO REACH $1B BY END OF [----] The stock is up almost 20% today. Wow"
X Link 2025-10-15T19:05Z 37.1K followers, 61.1K engagements

"$ASTS DOWN 7% AH AFTER ANNOUNCING A REPURCHASE OF $50M CONVERTIBLE SENIOR NOTES Dilution. Was just at $100 a week ago. This is where true conviction is tested. Still up 250% in a few months"
X Link 2025-10-21T20:09Z 37.1K followers, 104.4K engagements

"$NBIS IS MORE THAN A NEOCLOUD Core Business - $17.4B contract with $MSFT Toloka - Clients include $NET $SHOP - Shopify CTO chairs the board - Crowdsourcing / AI training platform powering data labeling at scale Avride (Autonomy) - Partnerships with $UBER $GRUB TripleTen - Expanding into LatAm Clickhouse (28% stake) - Competes with Databricks and $SNOW - Clients include $TSLA $MELI $NFLX"
X Link 2025-10-25T17:01Z 37.1K followers, 99.9K engagements

"$AMZN expects to DOUBLE capacity by [----]. Neoclouds and miners running AH. $IREN [-----] +4.40% $NBIS [------] +3.04% $CIFR [-----] +4.67% $CRWV [------] +2.38% @amitisinvesting $AMZN CEO Andy Jassy We added 3.8GW of power in the past [--] months. We expect to double capacity by [----]. @amitisinvesting $AMZN CEO Andy Jassy We added 3.8GW of power in the past [--] months. We expect to double capacity by 2027"
X Link 2025-10-30T21:20Z 37.1K followers, 100.1K engagements

"Navitas Semiconductor - Q3 [----] Earnings $NVTS [-----] -10.29% AH ✅ Revenue: $10.1M (Est: $10.1M) -53% YoY ❌ EPS: -$0.09 (Est: -$0.07) Additional Metrics: Non-GAAP EPS: -$0.05 Non-GAAP Op Loss: -$11.5M GAAP Op Loss: -$19.4M Cash & Equivalents: $150.6M Business Highlights: - Strategic pivot underway: shifting away from consumer/mobile to AI datacenter grid infrastructure and industrial electrification markets. - Named power semiconductor partner by $NVDA for its next-gen 800V AI factory architecture. - Introduced new GaNFast and SiC products for high-power systems. - Sampling 2.3kV and 3.3kV SiC"
X Link 2025-11-03T21:31Z 37.1K followers, [----] engagements

"MICHAEL BURRY JUST REVEALED SHORT POSITIONS ON $NVDA AND $PLTR 10k x NVDA December [----] 110p (cost unknown) 50k x PLTR January [----] 50p @ [----] PLTR put notional comes out to $912M. Total premium spent was about $9.2M. Those contracts are trading around $2.02 today. That means Burry is sitting on roughly a $900k gain from the PLTR side alone. As for the NVDA puts we dont know his entry price but theyre now going for about $9.65 each"
X Link 2025-11-13T01:31Z 37.1K followers, 338.2K engagements

"Everyone knows the news that $GOOGL is investing $40B into a datacenter in Texas specifically in Haskell County. But we need to connect the dots here. Hyperscalers like Google and $MSFT are targeting this region and not just on their own. They are partnering with $IREN and $CIFR to rapidly build large scale datacenters in the area. Power is a bottleneck but these two companies have already booked the energy needed to power these datacenters at a combined 6GW of capacity in AI compute"
X Link 2025-11-15T17:37Z 37.1K followers, 229.1K engagements

"EV is coming back for [----] with $RIVN and $TSLA. Who is developing their chip Curious. Power-chip companies: $NVTS $ON $WOLF $SITM I do wonder if it is one of these guys. Very long ON Semiconductor. Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6 Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6"
X Link 2025-12-11T17:15Z 37.1K followers, [----] engagements

"$ZS Zscaler is now 32% from its recent ATHs. Not nearly as close as the 80% drawdown after 2021"
X Link 2025-12-29T18:52Z 37.1K followers, [----] engagements

"When $TSLA $RIVN $XPEV and other EV stocks rally $ON Semiconductor rallies. More EVs = More power chips. See you at $100"
X Link 2026-01-02T11:02Z 37.1K followers, 10.2K engagements

"$TSM EARNINGS DEMAND MORE SUPPLY FOR MACHINERY AND EQUIPMENT This is why $AMAT $ASML $LRCX are rallying overnight Applied Materials +4.10% TSMCs earnings commentary signals sustained capacity expansion which directly drives higher demand for deposition etch CMP and process-control tools across new and existing fabs ASML +4.77% More leading-edge and advanced-node capacity ultimately requires additional EUV and advanced DUV systems reinforcing long-term order visibility and backlog strength Lam Research +4.21% Rising fab intensity and utilization increase demand for etch and deposition tools"
X Link 2026-01-15T07:01Z 37.1K followers, 23.2K engagements

"$ON catching a sympathy bid as the market re-rates analog and power semis. Picks-and-shovels momentum builds off explosive earnings from $TXN"
X Link 2026-01-27T21:07Z 37.1K followers, [----] engagements

"ASML - Q4 [----] Earnings $ASML [-------] +8.61% ON ✅ Revenue: 9.72B (Est: 9.57B) ✅ Bookings: 13.16B (Est: 6.85B) FY2026 Guidance: ✅ Revenue: 34B-39B (Est: 35.15B) Updates: - Announced new share buyback program of up to 12B through end of 2028"
X Link 2026-01-28T06:12Z 37.1K followers, 18.4K engagements

"Great day to be long analog semis $ON $TXN $NXPI STMicroelectronics - Q4 [----] Earnings ✅ Revenue: $3.33B (Est: $3.28B) ✅ Gross Margin: 35.2% (Est: 35.1%) Q1 [----] Guidance: ✅ Revenue: $3.04B (Est: $2.92B) ✅ Gross Margin: 33.7% (Est: 33.3%) HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data https://t.co/nRcTYrbt01 HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and"
X Link 2026-01-29T06:12Z 37.1K followers, [----] engagements

"Advanced Micro Devices - Q4 [----] Earnings $AMD [------] -5.20% AH ✅ Revenue: $10.27B (Est: $9.67B) +34% YoY ✅ EPS (non-GAAP): $1.53 (Est: $1.24) +40% YoY Additional Metrics: Data Center Revenue: $5.38B +39% YoY Gross Margin: 57% (non-GAAP) Operating Income: $2.85B (non-GAAP) Free Cash Flow: $2.08B Q1 [----] Guidance: ⚪ Revenue: $9.5-10.1B (midpoint implies 32% YoY growth) ⚪ Gross Margin: 55% (non-GAAP) https://twitter.com/i/web/status/2018797957580194169 https://twitter.com/i/web/status/2018797957580194169"
X Link 2026-02-03T21:25Z 37.1K followers, [----] engagements

"$HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect"
X Link 2026-02-06T22:02Z 37.1K followers, 64.4K engagements

"AI DISRUPTION: WHY THE MARKET IS OVERREACTING The AI disruption narrative has hammered software stocks like $MSFT $NOW $SNOW $ACN and $MDB with $IGV selling off on fears that call centers will disappear and coding outsourcing will collapse as AI replaces entire workforces. The market is pricing in an immediate revenue cliff. But here's what's being missed: AI is an amplifier not a near-term replacement. Companies with strong moats become MORE valuable as AI boosts productivity and cuts costs. The fear ignores implementation timelines enterprise sales cycles and the reality that most companies"
X Link 2026-02-07T12:31Z 37.1K followers, 19.9K engagements

"FED BALANCE SHEET REDUCTION: WARSH'S LIQUIDITY DRAIN Kevin Warsh wants aggressive Fed balance sheet reduction and that means tightening liquidity across the system. When the Fed pulls money out credit gets expensive fast. The ripple effects are clear: growth companies relying on cheap debt face higher borrowing costs and get sold off. Bitcoin falls as liquidity dries up crypto is a liquidity trade. Gold and silver drop despite safe-haven narratives as real rates rise. Meanwhile the dollar rallies. Warsh's agenda isn't just policy talk it's a liquidity regime shift that reshuffles the entire"
X Link 2026-02-07T14:39Z 37.1K followers, 34.5K engagements

"Polymarket odds for Kevin Warsh slowly fading. It is still high. TONS of volume on the Judy Shelton contracts. In [--] hours $17M of volume traded alone. Something is up. FED BALANCE SHEET REDUCTION: WARSH'S LIQUIDITY DRAIN Kevin Warsh wants aggressive Fed balance sheet reduction and that means tightening liquidity across the system. When the Fed pulls money out credit gets expensive fast. The ripple effects are clear: growth companies relying https://t.co/vSaYbGAnb8 FED BALANCE SHEET REDUCTION: WARSH'S LIQUIDITY DRAIN Kevin Warsh wants aggressive Fed balance sheet reduction and that means"
X Link 2026-02-07T18:05Z 37.1K followers, 19.4K engagements

"When cybersecurity companies partner with each other $RBRK leader in data security $CRWD leader in EDR and XDR Best-in-class detection paired with best-in-class resiliency"
X Link 2026-02-08T11:03Z 37.1K followers, [----] engagements

"PETER SCHIFF JUST SAID GOLD IS HEADING TO $20K Which one comes first $BTC Bitcoin 20k $GLD Gold 20k"
X Link 2026-02-08T11:35Z 37.1K followers, 13.5K engagements

"$NBIS Nebius reports earnings this week. The key question is how many additional GW of capacity they add to the pipeline. Last Thursday $IREN announced an additional 1.6GW of capacity secured in Oklahoma. $CIFR reports at the end of the month"
X Link 2026-02-08T14:00Z 37.1K followers, 35K engagements

"$GLD Gold is rallying above 5k up 1.7% $SLV Silver is back above [--] up 6.5% Is this a reversal"
X Link 2026-02-09T06:15Z 37.1K followers, [----] engagements

"IS KEVIN WARSH A DOVE DRESSED AS A HAWK Kevin Warsh is publicly framed as hawkish but his call for a new FedTreasury accord suggests something more nuanced. In plain terms it could tie the Fed more closely to Treasury financing needs meaning rates and bond buying may quietly consider government debt costs not just inflation which blurs Fed independence and shifts policy toward managing the system. For markets that matters. A softer liquidity-aware Fed backdrop would be supportive for long-duration assets like megacap tech and software via $QQQ and $IGV and potentially bullish for crypto like"
X Link 2026-02-09T11:45Z 37.1K followers, [----] engagements

"AD TECH IS BACK ON DECK $RDDT Reddit reported earnings last week growing revenue 70% YoY and expanding EBIT margins into the high-teens showing real operating leverage as ads and data licensing scale. $U Unity is down sharply over the past week heading into earnings Wednesday morning with $APP AppLovin reporting after the close following multiple short reports and money-laundering accusations. Let's see what happens. https://twitter.com/i/web/status/2020837615109378053 https://twitter.com/i/web/status/2020837615109378053"
X Link 2026-02-09T12:30Z 37.1K followers, [----] engagements

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