@stride_forest STRIDER
STRIDER posts on X about ai, $lite, $nbis, $cohr the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [-------] +932%
- [--] Month [-------] +742%
Mentions: [--] #
- [--] Week [--] +429%
- [--] Month [---] -7.40%
Followers: [---] #
- [--] Week [---] -0.65%
- [--] Month [---] -0.16%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 30% finance 18% countries 9% technology brands 7% cryptocurrencies 7% travel destinations 5% exchanges 2% currencies 1%
Social topic influence ai 19%, $lite #112, $nbis #451, $cohr 8%, $tgb 8%, $iren 6%, stocks 6%, copper 5%, $pgen 4%, florence 4%
Top accounts mentioned or mentioned by @theodoreinvest @jaykthegenius @cruxcapital @kimsbinvesting @tavilyai @starandcompass @hypertechinvest @avidresearch @kyleadamsstocks @sscloser7 @charlieyouakim @twosun72 @innovativedigo @globalmktobserv @invernessequity @maxfd95 @megatrendglobal @genzinvest0r @nathanyjlee @764wsrfth
Top assets mentioned Lumentum Holdings Inc. Common Stock (LITE) Nebius Group N.V. Class A Ordinary Shares (NBIS) Coherent Inc (COHR) Taseko Mines Limited (TGB) Iris Energy Limited (IREN) TransMedics Group, Inc. Common Stock (TMDX) Four (FORM) AppLovin Corporation (APP) The Root Network (ROOT) Lemonade, Inc. (LMND) Transocean LTD. (RIG) Freeport-McMoRan Inc (FCX) nLIGHT, Inc. Common Stock (LASR) CoreWeave, Inc (CRWV) Warrior Met Coal, Inc. (HCC) Robinhood Markets, Inc. (HOOD) Sandisk Corporation (SNDK) Taiwan Semiconductor (TSM) Corning Incorporated (GLW) Ero Copper Corp. (ERO) NVIDIA Corp. (NVDA) Monolithic Power Systems, Inc. (MPWR) Huntington Ingalls Industries Inc (HII) Alpha Metallurgical Resources, Inc. (AMR) Alphabet Inc Class A (GOOGL) Viavi Solutions Inc. Common Stock (VIAV) Hims & Hers Health, Inc. (HIMS) Oscar Health, Inc. (OSCR) Gilead Sciences, Inc. (GILD) Teradyne, Inc. (TER) Greenwich LifeSciences, Inc. (GLSI) Tower Semiconductor Ltd (TSEM) GlobalFoundries (GFS) Balance AI (BAI) Microsoft Corp. (MSFT) Merck & Co., Inc. (MRK) Insmed, Inc. (INSM) Liquidia Corporation Common Stock (LQDA) Eli Lilly and Company (LLY) Sei (SEI) Alcoa, Corp. (AA)
Top Social Posts
Top posts by engagements in the last [--] hours
"bad is good ( ) bad is bad . US LABOR MARKET IS FLASHING MAJOR RECESSION SIGNALS WITH LABOR DEMAND NOW WEAKER THAN DURING THE [----] RECESSION. US LABOR MARKET IS FLASHING MAJOR RECESSION SIGNALS WITH LABOR DEMAND NOW WEAKER THAN DURING THE [----] RECESSION"
X Link 2026-02-10T15:48Z [---] followers, [---] engagements
"Alphabet is on a borrowing spree as it seeks to finance the unprecedented spending plan behind its AI ambitions. The Google parent raised $20 billion in its biggest ever US dollar bond sale on Monday and has plans to debut deals in Switzerland and the UK including a rare sale https://t.co/YSs3FCwj4X Alphabet is on a borrowing spree as it seeks to finance the unprecedented spending plan behind its AI ambitions. The Google parent raised $20 billion in its biggest ever US dollar bond sale on Monday and has plans to debut deals in Switzerland and the UK including a rare sale"
X Link 2026-02-10T15:52Z [---] followers, [---] engagements
"$NBIS Q4 [----] earnings are out Revenue $227M vs $242 Est. EPS: [$-----] vs [$-----] Est 24% adj. EBITDA margin Guidance YE'26 ARR $7B-$9B Raised YE'26 capacity to [---] GW (up from 2.5GW) https://t.co/131Ok1TL18 $NBIS Q4 [----] earnings are out Revenue $227M vs $242 Est. EPS: [$-----] vs [$-----] Est 24% adj. EBITDA margin Guidance YE'26 ARR $7B-$9B Raised YE'26 capacity to [---] GW (up from 2.5GW) https://t.co/131Ok1TL18"
X Link 2026-02-12T12:58Z [---] followers, [---] engagements
". $NBIS Q4 [--]. Q4 + 547% YoY 🔥 [--]. Q4 Core AI : adj.EBITDA 24% ( ) Q4 : adj.EBITDA 🎉 [--]. [----] ARR $7B$9B [--]. 2.5GW 3GW ⚡ $NBIS Q4 [--]. Q4 + 547% YoY 🔥 [--]. Q4 Core AI : adj.EBITDA 24% ( ) Q4 : adj.EBITDA 🎉 [--]. [----] ARR $7B$9B [--]. 2.5GW 3GW ⚡"
X Link 2026-02-12T13:07Z [---] followers, [---] engagements
"6. Valuation [---]. Basis for Pricing: Verona Pharmas Ohtuvayre * The Wholesale Acquisition Cost (WAC) of Ohtuvayre (ensifentrine) an inhaled COPD treatment launched by Verona Pharma in [----] is $2950 per month. * Annual cost: $2950 [--] months = $35400. * Comment: This price is more expensive than typical respiratory medications but very affordable for an Orphan Drug. Therefore estimates applying this price are conservative figures. [---]. SAM Calculation * Target patient population: [-----] * Annual drug price: $35400 * Estimated SAM: $382M per year [---]. Target Price Calculation Applying the"
X Link 2026-01-02T15:25Z [---] followers, [----] engagements
"$TMDX -Waleed . TMDX . . . . - . - . - . -The OCS Kidney represents the front end of our Gen-3 technology. It's smaller it's fully automated. It's remotely monitored and controlled. It has built-in sensors that doesn't require a human to be doing blood samples and blood tests in route from donor to recipient. And it maintains the kidney in physiologic condition so we can maintain the kidney on the system for an extended period of time [-----] is going to be the year of the kidney. That is when we're going to launch a large clinical program of kidney -- for the"
X Link 2026-01-13T13:47Z [---] followers, [---] engagements
"$VIAV $LITE $COHR "
X Link 2026-02-03T13:56Z [---] followers, [---] engagements
"YoY +65% YoY +85% QoQ +17% Wafer +40% OCS $400M+ CPO $LITE $LITX"
X Link 2026-02-03T22:51Z [---] followers, [---] engagements
"@theodore_invest $LITE $FORM"
X Link 2026-02-06T09:52Z [---] followers, [----] engagements
"$HIMS . . . . HIV . . $OSCR $HIMS . . . PBM . . . @kimsbinvesting . $GILD $TMDX $PGEN $GOSS ( ) $HIMS . . @kimsbinvesting . $GILD $TMDX $PGEN $GOSS ( ) $HIMS . "
X Link 2026-02-09T15:24Z [---] followers, [---] engagements
". AI AI . $NBIS 🔥 (agentic) AI @tavilyai . AI $NBIS 🔥 (agentic) AI @tavilyai . AI"
X Link 2026-02-10T15:14Z [---] followers, [---] engagements
"$APP $HOOD . $LMND $ROOT . $SNDK . $LITE $TER $FORM . https://twitter.com/i/web/status/2021244231977926735 https://twitter.com/i/web/status/2021244231977926735"
X Link 2026-02-10T15:25Z [---] followers, [----] engagements
"https://www.chosun.com/opinion/column/2026/02/10/5ZVLOX7DVRCDBC7VDZP3TR3EDU/utm_source=naver&utm_medium=referral&utm_campaign=naver-news https://www.chosun.com/opinion/column/2026/02/10/5ZVLOX7DVRCDBC7VDZP3TR3EDU/utm_source=naver&utm_medium=referral&utm_campaign=naver-news"
X Link 2026-02-11T00:42Z [---] followers, [--] engagements
"$HOOD . $APP . . $APP $HOOD . $LMND $ROOT $APP $HOOD . $LMND $ROOT"
X Link 2026-02-11T00:45Z [---] followers, [---] engagements
"RT @theodore_invest: "
X Link 2026-02-12T03:01Z [---] followers, [--] engagements
"$APP . [----] . $APP . $NBIS . $IREN . AI $NBIS . $LMND . EPS . $ROOT . $LITE $SNDK $FORM $NBIS $LMND $RIG $GLSI . https://twitter.com/i/web/status/2021883864696696844 https://twitter.com/i/web/status/2021883864696696844"
X Link 2026-02-12T09:47Z [---] followers, [---] engagements
"RT @jaykthegenius: OCI"
X Link 2026-02-12T09:48Z [---] followers, [--] engagements
"RT @StarAndCompass_: . [--] [--] "
X Link 2026-02-14T06:29Z [---] followers, [--] engagements
"JPM Healthcare: Must-Knows Before It Starts Clinical application of human organoids summary Over the past [--] years with the development of organoid-related technologies the fields of medical research regenerative medicine and stem cell biology are gradually changing. It has become possible to study various tissues and organs through cell cultures that self-organize in 3D. Human organoids have enhanced our understanding of embryology disease and biology. Organoids will be used in various fields in the future including wound healing regeneration organ transplantation genome-based real medicine"
X Link 2026-01-01T10:41Z [---] followers, [---] engagements
"2. Organoid-based precision medicine Tissue-derived adult stem cell organoids have the characteristic of reproducing patient-specific disease characteristics such as genetic mutations. These organoids provide patient-specific models and are used as excellent tools for disease research and evaluating treatment responses. Patient-Derived Organoids (PDOs) Organoids derived from a patient's biological tissue specimens or body fluids reflecting the actual characteristics of the disease in terms of histology and mutation. A very small part of a specific organ can be removed through biopsy and then"
X Link 2026-01-01T10:42Z [---] followers, [--] engagements
"@HyperTechInvest Definitely $NBIS and $IREN"
X Link 2026-01-02T05:07Z [---] followers, [---] engagements
"$TSEM not $TSM Foundries for SiPh. Look at $GFS $LITE $COHR $VVAI $GLW $AXTI. These are all in the same sector. These are top [--] holdings of BlackRocks $8 billion iShares AI Innovation and Tech Active ETF ($BAI): [--]. Nvidia: $737 million (9.03%) [--]. Broadcom: $658 million (8.06%) [--]. Alphabet Class A: $373 million (4.58%) [--]. Microsoft: $354 million (4.34%) [--]. TSMC: https://t.co/IRionDiX2J These are top [--] holdings of BlackRocks $8 billion iShares AI Innovation and Tech Active ETF ($BAI): [--]. Nvidia: $737 million (9.03%) [--]. Broadcom: $658 million (8.06%) [--]. Alphabet Class A: $373 million (4.58%)"
X Link 2026-01-02T13:03Z [---] followers, [---] engagements
"$TGB Taseko mines North America Copper Producer - Florence copper: lower C1 cash cost using ISCR - Significant Copper reserve - Molybdenum Niobium reserve"
X Link 2026-01-02T14:26Z [---] followers, [---] engagements
"$GOSS Shallow Dive [--]. Gossamer Bio Gossamer Bio is a clinical-stage pharmaceutical company with a pipeline featuring inhaled Seralutinib (a Tyrosine Kinase Inhibitor; TKI) a candidate for the treatment of Pulmonary Arterial Hypertension (PAH). The existing PAH treatment market can be divided into two categories: traditional therapies focused on vasodilation (symptomatic treatment) and Disease-Modifying Therapies (DMT) that inhibit and reverse vascular remodeling the underlying pathology of the disease. Innovative treatments using advanced technologies are emerging in both fields. Regarding"
X Link 2026-01-02T15:20Z [---] followers, [----] engagements
"3. Gossamer Bios Pipeline [---]. Seralutinib As a disease-modifying agent Seralutinib was developed as an inhaled formulation unlike its competitor's drug. Seralutinib has components similar to Imatinib which was originally an anticancer drug. Because Imatinib had to be taken orally it caused systemic side effects; although it proved effective in improving PAH it failed to gain approval (IMPRES Phase 3). Since the inhaled formulation has a very low systemic absorption rate of about 1015% the risk of side effects is low and the dosage reaching lung tissue can be increased to maximize efficacy."
X Link 2026-01-02T15:22Z [---] followers, [---] engagements
"4. Analyzing Phase [--] TORREY The disappointing aspect of the TORREY results was that it showed significant effects in only a subset of PAH patients. [---]. Demographic Characteristics and Study Design The TORREY study evaluated the efficacy of Seralutinib compared to a placebo in [--] PAH patients corresponding to WHO Functional Class (FC) II and III. Patients were administered Seralutinib in addition to their existing standard of care. [---]. Results * PVR (Hemodynamic Indicator): The Seralutinib group showed a 14.3% reduction in PVR compared to the placebo group (mean difference [-----] dynes/cm"
X Link 2026-01-02T15:24Z [---] followers, [---] engagements
"$MRK $INSM $LQDA $GOSS"
X Link 2026-01-02T15:42Z [---] followers, [----] engagements
"@avidresearch I said * Comment: This price is more expensive than typical respiratory medications but very affordable for an Orphan Drug. Therefore estimates applying this price are conservative figures"
X Link 2026-01-02T22:24Z [---] followers, [--] engagements
"It is still only Phase [--] and the drug price cannot be 100% trusted by the management. And there is also a process of negotiating with insurance companies and I think this process may be delayed if the drug price is high. Since the modeling itself is also DCF it may contain too much future value. I wanted to set the price very low for a conservative approach"
X Link 2026-01-02T22:50Z [---] followers, [--] engagements
"The next M&A wave 🌊 Its Bio Don't miss Bio M&A With patent expirations looming Big Pharma is in a race for new pipelines. Merck Eli Lilly BMS and etc. are already making moves. Bio M&A deserves just as much attention as AI and Crypto. Bankers are gearing up for another onslaught of Monster deals in [----] Anticipating more spinoffs crypto M&A soverign wealth funds(middle east) https://t.co/FFIICYYoKZ https://t.co/xYzFNvJXes Bankers are gearing up for another onslaught of Monster deals in [----] Anticipating more spinoffs crypto M&A soverign wealth funds(middle east) https://t.co/FFIICYYoKZ"
X Link 2026-01-03T06:58Z [---] followers, [---] engagements
"CNN team witnesses multiple explosions in Venezuelas capital Caracas https://edition.cnn.com/2026/01/03/americas/venezuela-explosions-intl-hnk https://edition.cnn.com/2026/01/03/americas/venezuela-explosions-intl-hnk"
X Link 2026-01-03T07:06Z [---] followers, [---] engagements
"https://www.cnn.com/2026/01/03/world/video/caracas-venezuela-explosion-digvid https://www.cnn.com/2026/01/03/world/video/caracas-venezuela-explosion-digvid"
X Link 2026-01-03T07:33Z [---] followers, [----] engagements
"@KyleAdamsStocks @SSCloser7 @CharlieYouakim I've been keeping an eye on this stock but staying on the sidelines because I'm worried that the credit loss ratio might rise as GMV grows. What do you think"
X Link 2026-01-05T03:34Z [---] followers, [--] engagements
"$SEI Solaris Energy Infrastructure: Riding the waves of both the Oil Boom 🛢 and the AI Revolution Two key segments driving growth in 2026: 1/ Solaris Power Solutions: Mobile natural gas turbines providing rapid power to AI data centers & industrial sites. Solving the power grid bottleneck ⚡ 2/ Solaris Logistics Solutions: Specialized equipment & software for oilfield proppant/fluid management. A steady cash flow engine From traditional energy to the AI futureSEI is powering it all. https://twitter.com/i/web/status/2008132749685920202 https://twitter.com/i/web/status/2008132749685920202"
X Link 2026-01-05T11:05Z [---] followers, [---] engagements
"@twosun72 A great flywheel"
X Link 2026-01-05T11:59Z [---] followers, [--] engagements
"@Innovative_DiGo 🖐"
X Link 2026-01-05T14:31Z [---] followers, [--] engagements
"$TGB a well positioned North American Copper Miner"
X Link 2026-01-05T22:45Z [---] followers, [---] engagements
"We won't see it drop below [-----] for a while and we might even break through [-----] sooner than expected. Long copper. $TGB $FCX $ERO"
X Link 2026-01-06T11:47Z [---] followers, [---] engagements
"Definitely need to check out aluminum as an alternative $AA"
X Link 2026-01-06T11:49Z [---] followers, [--] engagements
"With AI value chain valuations becoming quite stretched Im shifting my focus to sectors that will follow the AI boom. I'm currently leveraging my background to identify promising Biotech stocks. Precigen Inc. $PGEN Shallow Dive [--]. Company Overview & History Precigen Inc. (NASDAQ: PGEN) is a commercial-stage biopharmaceutical company dedicated to developing innovative gene and cell therapies. Founded in [----] in Blacksburg Virginia by Dr. Randal J. Kirk (originally operating as Intrexon Corporation). Recent Strategic Developments: * Workforce Reduction (July 2024): Announced a 20% reduction in"
X Link 2026-01-06T15:04Z [---] followers, [----] engagements
"3. Technology Competitive Analysis [---]. AdenoVerse vs. Competitors * Repeat Dosing: Human adenovirus vectors trigger high immune responses (60-90% of the population is seropositive) preventing re-dosing. Precigen's Gorilla vectors have 5% reaction rates enabling effective repeat treatments. * Capacity: Offers 2.5x the payload capacity (12kb) compared to AAVs (limited to 4.7kb). [---]. UltraCAR-T vs. Approved CAR-T * Speed: Conventional CAR-T takes 2-4 weeks. UltraCAR-T is ready the next day. This is critical for patients with rapidly progressing aggressive diseases. * Safety Profile: Clinical"
X Link 2026-01-06T15:04Z [---] followers, [--] engagements
"4. Disease Analysis: RRP (Recurrent Respiratory Papillomatosis) Overview: A rare disease caused by HPV types [--] or [--] resulting in benign tumor growth in the respiratory tract (primarily vocal cords). - Current Standard of Care: Repeated surgical removal (avg. 4-10 surgeries/year). - Burden: Voice loss scarring airway obstruction and severe quality of life (QOL) degradation. Epidemiology (Estimates): - US Patients: [-----] Adults / [----] Children. - US New Cases/Year: [--------] Adults. - Economic Burden: $460M/year in US medical costs. Surgeries cost $5k-$20k each. [--]. PAPZIMEOS (PRGN-2012): First"
X Link 2026-01-06T15:06Z [---] followers, [--] engagements
"$FTAI Jefferies notes that the Aeroderivative segment could generate over $850M in annual EBITDA representing a 6070% upside to current TTM EBITDA. Given that the stock was trading around $190 when the Aeroderivative business was announced applying that roughly 60% upside suggests a primary price target near $250. However we must consider that the transition to Aeroderivatives won't immediately convert to revenue and could partially cannibalize sales from the legacy business. As a result revenue growth might be slower than expected during this transition period"
X Link 2026-01-07T15:05Z [---] followers, [---] engagements
"$PGEN 44th Annual J.P. Morgan Healthcare Conference and Biotech Showcase [----] Fireside Chat at the Biotech Showcase [----] Panelist: Helen Sabzevari PhD President and CEO Monday January [--] [----] at 10:30 AM PT Company Presentation at the J.P. Morgan Healthcare Conference Presenter: Helen Sabzevari PhD President and CEO Thursday January [--] [----] at 7:30 AM PT https://investors.precigen.com/events/event-details/44th-annual-jp-morgan-healthcare-conference-and-biotech-showcase-2026 https://investors.precigen.com/events/event-details/44th-annual-jp-morgan-healthcare-conference-and-biotech-showcase-2026"
X Link 2026-01-07T16:15Z [---] followers, [---] engagements
"@GlobalMktObserv Consumer goods are going to struggle until the government starts injecting liquidity into the market. I wonder if theres any chance theyll pump as much money into the economy as they did during the COVID-19 era"
X Link 2026-01-07T16:16Z [---] followers, [----] engagements
"Might be at an inflection point for the short-term trend. #copper $TGB We won't see it drop below [-----] for a while and we might even break through [-----] sooner than expected. Long copper. $TGB $FCX $ERO https://t.co/4GS7Klstou We won't see it drop below [-----] for a while and we might even break through [-----] sooner than expected. Long copper. $TGB $FCX $ERO https://t.co/4GS7Klstou"
X Link 2026-01-07T17:09Z [---] followers, [---] engagements
"The recent fluctuations in $LITE and $COHR might be attributed to stretched valuations but the escalating China-Japan tensions are a likely factor. Specifically Chinas indium export restrictions could cause significant production bottlenecks for Sumitomos InP wafers"
X Link 2026-01-08T00:33Z [---] followers, [---] engagements
"@crux_capital_ InP wafer supply concerns could drive short-term volatility for $LITE and $COHR"
X Link 2026-01-08T04:15Z [---] followers, [---] engagements
"@invernessequity Still It seems like USA prefers Electric Furnace Others will use traditional way but I supppose we need some time for steel to turnaround thanks to China's dumping"
X Link 2026-01-08T05:22Z [---] followers, [--] engagements
"Well postioned narrative + NI/EPS Turnaround (improving [--] consectutive quarters) + Good Momentum $LASR and extremely good name"
X Link 2026-01-08T12:47Z [---] followers, [---] engagements
"$RCAT my favorite drone stock. Good narrative & chart"
X Link 2026-01-08T14:49Z [---] followers, [---] engagements
"$OSS Short interest&float @maxfd95 @MegatrendGlobal https://t.co/VNexka6694 @maxfd95 @MegatrendGlobal https://t.co/VNexka6694"
X Link 2026-01-08T15:22Z [---] followers, [---] engagements
"Bull $NBIS $IREN $IREN $NBIS $CRWV Vineland Vineland Dataone AI Dataone Vineland $IREN $NBIS $CRWV Vineland Vineland Dataone AI Dataone Vineland"
X Link 2026-01-09T05:33Z [---] followers, [---] engagements
"@genZinvest0r Because AI is seen as a power struggle it is more likely that governments might actually push through regulationsnot just to control it"
X Link 2026-01-09T05:37Z [---] followers, [---] engagements
"@NathanYJLee"
X Link 2026-01-09T07:00Z [---] followers, [--] engagements
"Japan-China Tensions Hit AI Supply Chains: Indium Risks $LITE $COHR Rising geopolitical friction between Japan and China is tightening indium supply a critical raw material for InP wafers. Major suppliers like Sumitomo Electric (a key player in InP substrates) face heightened risks from China's export controls and licensing requirements on indium-related products (including InP itself). These restrictions intensified since early [----] are causing and potential shortages for non-Chinese production. Japan heavily reliant on Chinese indium despite diversification efforts could see disruptions"
X Link 2026-01-09T16:28Z [---] followers, [----] engagements
"$LITE $COHR I think this will be settled fairly because it's too important for U.S. AI growth to fail. The fundamentals are still intact. But since the chart has broken the trend you should decide whether to buy or sell based on your own trading style"
X Link 2026-01-09T16:31Z [---] followers, [---] engagements
"$LITE $DLELY $MPWR $NVTS Official suppliers of $NVDA Rubin Photonics TSMC $TSM Browave TPEX:3163 Coherent $COHR Corning $GLW Fabrinet $FN Foxconn HNHPF Lumentum $LITE Sumitomo Electric $SMTOY Compute Arm $ARM Memory SK hynix KRX:000660 Samsung Electronics https://t.co/WSptRDf7rC Official suppliers of $NVDA Rubin Photonics TSMC $TSM Browave TPEX:3163 Coherent $COHR Corning $GLW Fabrinet $FN Foxconn HNHPF Lumentum $LITE Sumitomo Electric $SMTOY Compute Arm $ARM Memory SK hynix KRX:000660 Samsung Electronics https://t.co/WSptRDf7rC"
X Link 2026-01-10T04:38Z [---] followers, [---] engagements
"Lumentum: The bottleneck breaker currently facing its own supply chain bottleneck. The irony deepens as geopolitical tensions between Japan and China threaten the supply of Indium. This scarcity could tighten the manufacturing bottleneck even further proving that even the most advanced tech is only as fast as its rarest raw material. https://twitter.com/i/web/status/2009850663203942675 https://twitter.com/i/web/status/2009850663203942675"
X Link 2026-01-10T04:51Z [---] followers, [---] engagements
"Next silver. Lithium prices rebounded SO fast that even FS-stage stocks modeled at $24k/ton (spot now $20k) trade at just 12% of NPV. This disconnect cannot last. This space is set to print 10-baggers within months not years as the market is forced to reprice reality. $LIT https://t.co/OvaybYtAC7 Lithium prices rebounded SO fast that even FS-stage stocks modeled at $24k/ton (spot now $20k) trade at just 12% of NPV. This disconnect cannot last. This space is set to print 10-baggers within months not years as the market is forced to reprice reality. $LIT https://t.co/OvaybYtAC7"
X Link 2026-01-10T04:58Z [---] followers, [---] engagements
"1/ nLIGHT Inc. (NASDAQ; LASR) . [----] [--] . http://x.com/i/article/2009255307579723776 http://x.com/i/article/2009255307579723776"
X Link 2026-01-12T02:57Z [---] followers, 31.1K engagements
"Why GaaS is bound to be profitable. $NBIS $IREN Full-stack services and efficient power management will make these profits even more efficient. Nvidia is so far ahead that even its [--] year old chips still outsell the rest of the industry combined. https://t.co/UaCn6D6zBP Nvidia is so far ahead that even its [--] year old chips still outsell the rest of the industry combined. https://t.co/UaCn6D6zBP"
X Link 2026-01-12T09:17Z [---] followers, [---] engagements
"Indium is a critical non-substitutable component for manufacturers such as $LITE. While the U.S. and China appear to be maintaining a strategic balance any friction that impedes U.S. semiconductor production or data center expansion would likely trigger a diplomatic recalibration. Therefore I view the current correction in related equities as a transient phase. Markets are witnessing a supply shock happen real time with InP. Here's the timeline this week: Fastmarket Research 2025: US-based $AXTI and Japan's Sumitomo control nearly 80% of the InP market. China Commerce Ministry - Jan [--] 2026:"
X Link 2026-01-12T10:23Z [---] followers, [---] engagements
"@764wsrfth Totally agree. One day these lasers will be mounted on satellites to take down others in a war for space superiority. When that happens we'll need high-performance ruggedized laser technology. This company has potential that goes far beyond just being a defense contractor"
X Link 2026-01-12T12:56Z [---] followers, [---] engagements
"$AXTI $LITE $COHR 1) Indium-related substances included in China's dual-use export control list include Indium Phosphide (InP) Trimethylindium Triethylindium and their related production technologies and data. 2)Sumitomo/JX Advanced Metals appear to possess the technology to process Indium Polycrystalline/Metal (raw materials) based on a search of the companies' R&D activities. 3)It appears that JX Advanced Metals also produces Indium Polycrystalline/Metal. 4)In AXTI's recent guidance downgrade they specifically mentioned InP substrates but did not separately address any decrease in raw"
X Link 2026-01-12T15:38Z [---] followers, [---] engagements
"@StockSavvyShay $HII $LASR $OSS missing these guys"
X Link 2026-01-13T08:39Z [---] followers, [---] engagements
"$PGEN will presents at 15/JAN -PAPZIMEOS patient hub enrollment has surpassed [---] registered patients doubling since November and reflecting significant demand at both major medical centers and community practices -Patient access continues to expand with private health plan coverage now at approximately [---] million US lives including the majority of leading insurers. PAPZIMEOS is also covered under Medicare and Medicaid -The European Medicines Agency has validated the Marketing Authorization Application for PAPZIMEOS for the treatment of adults with RRP -The Company continues to expect"
X Link 2026-01-13T13:25Z [---] followers, [---] engagements
"$TE breakout +13%"
X Link 2026-01-13T14:50Z [---] followers, [---] engagements
"@jaykthegenius"
X Link 2026-01-14T02:28Z [---] followers, [--] engagements
"$TGB Doing well recently. Low cost New mine North america $TGB Taseko mines North America Copper Producer - Florence copper: lower C1 cash cost using ISCR - Significant Copper reserve - Molybdenum Niobium reserve https://t.co/qJ3nYSj4I0 $TGB Taseko mines North America Copper Producer - Florence copper: lower C1 cash cost using ISCR - Significant Copper reserve - Molybdenum Niobium reserve https://t.co/qJ3nYSj4I0"
X Link 2026-01-14T15:12Z [---] followers, [---] engagements
"$TGB Taseko wraps up Florence build nears first copper output https://www.mining.com/taseko-wraps-florence-build-nears-first-copper-output/ $TGB Doing well recently. Low cost New mine North america https://www.mining.com/taseko-wraps-florence-build-nears-first-copper-output/ $TGB Doing well recently. Low cost New mine North america"
X Link 2026-01-14T15:22Z [---] followers, [---] engagements
"$TGB Considering Its NPV still undervalued. New florence mine uses ISCR; low cost mining. Since the copper supply is tight a rise in prices will boost the profits of new mines rapidly. Copper prices are heating up 📈 Focus on these two North American miners; $FCX $TGB 1/ Freeport-McMoRan $FCX. Active Assets: Grasberg(Indonesia) Morenci Cerro Verde. EV (Dec 22): $80B Total NPV: $110B (Mostly from active operations) Trading at 0.72x P/NAV. Steady Copper prices are heating up 📈 Focus on these two North American miners; $FCX $TGB 1/ Freeport-McMoRan $FCX. Active Assets: Grasberg(Indonesia)"
X Link 2026-01-14T15:34Z [---] followers, [---] engagements
"@crux_capital_ Everyones chasing the next rally after silver and platinum took off. I think that's why I'm seeing so much copper news lately"
X Link 2026-01-25T03:59Z [---] followers, [--] engagements
"BULLISH: President Trump promised to give Americans a $2000 tariff dividend without congressional approval. https://t.co/G6cvgcYHjx BULLISH: President Trump promised to give Americans a $2000 tariff dividend without congressional approval. https://t.co/G6cvgcYHjx"
X Link 2026-01-26T02:33Z [---] followers, [---] engagements
"$TGB Three Copper Stocks on the Brink of Breaking Out 🥉 With the explosive price action in Gold and Silver rare earth momentum in Greenland and the weekend news of a $1.6B U.S. Government stake in $USAR the focus is shifting toward the broader strategic minerals sector. Ive https://t.co/z7zIEjgcBm Three Copper Stocks on the Brink of Breaking Out 🥉 With the explosive price action in Gold and Silver rare earth momentum in Greenland and the weekend news of a $1.6B U.S. Government stake in $USAR the focus is shifting toward the broader strategic minerals sector. Ive"
X Link 2026-01-26T06:46Z [---] followers, [---] engagements
"$NBIS $IREN [--] AI computing capacity is doubling every seven months this is wild AI is going to keep pushing semiconductors to the limit and more players will join the sector https://t.co/gsSsUyQKtA AI computing capacity is doubling every seven months this is wild AI is going to keep pushing semiconductors to the limit and more players will join the sector https://t.co/gsSsUyQKtA"
X Link 2026-01-26T07:57Z [---] followers, [---] engagements
"JP (: TV) /RNA/CDMO AI $NTRA $HTFL "
X Link 2026-01-11T23:50Z [---] followers, [---] engagements
"7. Upcoming Clinical Trials Expectations for SERANATA the clinical trial for PH-ILD were excluded from the stock price. PH-ILD has more patients than PAH but the only approved treatment is United Therapeutics inhaled Treprostinil (Tyvaso). SERANATA Phase [--] Clinical Trial (NCT07181382) * Scientific Basis: Seralutinib has anti-fibrotic effects in addition to vasodilation. Since PH-ILD is a disease accompanied by lung fibrosis Seralutinibs dual mechanism of inhibiting lung fibrosis and treating pulmonary vessels is ideal. * Status: Full-scale Phase [--] entry began with the first patient enrollment"
X Link 2026-01-02T15:26Z [---] followers, [---] engagements
"- . SiPh(CPO) 800HVDC SOCAMM . SiPh(CPO) Tranceiver OCS value . 800HVDC . NVIDIA [----] 800HVDC . NVIDIA . 800HVDC AI ( 100kW 1MW+) . 54V AC-DC . 800HVDC DC . AC-DC AC 800V DC . . Solid State Transformer(SST) SST GaN SiC. SiC 1200V+ . GaN 800HVDC SiC . NVIDIA 800HVDC GaN/SiC . // . TW . - : Global Foundries - Substrate On-semi Shin-etsu Sumitomo Electric Industries Mitsubishi Chemical Corporation Wolfspeed - Silicon providers Navitas On-semi Monolithic power Wolfspeed STmicroelectronics Texas Instruments - Power system"
X Link 2026-01-04T11:30Z [---] followers, [---] engagements
"value chain Top pick - Monolithic power Navitas (Delta) Delta top pick . 1) Monolithic power $MPWR: . GPU/CPU () . . . AI / / / () . Revenue segment / . - AI : AC-DC 800HVDC ASP (P Q ). 800HVDC DC-DC (800V 54V/12V 1V GPU ) MPWR DC-DC . VRM (Voltage Regulator Module) GPU/CPU "last inch" (12V 1V) (Blackwell ) - . ADAS . ADAS ADAS . - . physical AI value chain ( physical AI ) MPWR . - . Top pick : P/Q . NVIDIA Broadcom GaN . MPWR NVIDIA . NVIDIA ASIC . AI . 2) Navitas $NVTS: GaN/SiC . NVIDIA Margin . Top"
X Link 2026-01-04T11:31Z [---] followers, [---] engagements
"Commodities are extremely insane these days. Even metallurgical coal stocks are doing well. $HCC $AMR"
X Link 2026-01-06T15:17Z [---] followers, [---] engagements
"Structural Changes in Data Centers: Power Semiconductors The evolution of semiconductors and data centers following the NVIDIA Rubin architecture can be summarized into three key technological shifts aimed at reducing bottlenecks and solving power constraints: SiPh (CPO) 800V HVDC and SO-CAMM. [--]. SiPh (CPO) Some stocks related to Silicon Photonics (SiPh) and Co-Packaged Optics (CPO) are already trading at high valuations. This is driven by both legacy Transceiver products and the emergence of Optical Circuit Switches (OCS). [--]. 800V HVDC: A Certain Future While its adoption is slower than SiPh"
X Link 2026-01-07T15:24Z [---] followers, [--] engagements
"3/ - . $CRWV Core scientific . $NBIS . $IREN . . ( CEO) GPU . https://twitter.com/i/web/status/2009531111819629002 https://twitter.com/i/web/status/2009531111819629002"
X Link 2026-01-09T07:42Z [---] followers, [----] engagements
"$HII $LASR $OSS missing these guys GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed or https://t.co/Ml7ZEMf9Eu GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed"
X Link 2026-01-13T08:39Z [---] followers, [---] engagements
"@jukan05 Delta electronics"
X Link 2026-01-14T01:09Z [---] followers, [----] engagements
"RT @Cointelegraph: 🚨 NOW: The US Dollar's share of global foreign currency reserves dropped from 65% in [----] to just 40% today a 25-year d"
X Link 2026-01-26T09:38Z [---] followers, [---] engagements
"@jaykthegenius $STLD . . . "
X Link 2026-01-29T06:15Z [---] followers, [--] engagements
"@closenberger @theodore_invest @crux_capital_ Still not NDAA compliance"
X Link 2026-01-29T06:21Z [---] followers, [--] engagements
"- AI . $MMYT $REAL $HCC . $RIG (Transocean) . . AI . Risk/Reward . https://m.blog.naver.com/thingschange_/224091121730 https://m.blog.naver.com/thingschange_/224091121730"
X Link 2026-02-05T05:27Z [---] followers, [---] engagements
"Watchlist: Steady Growth & Turnaround Plays Delta Electronics : A powerhouse in Power Supply Units (PSU) and Power Distribution Units (PDU). Revenue and EPS are scaling in proportion to data center power demands. Vertiv $VRT: A well-known market leader. The only downside is that much of its future growth appears already priced in. Bizlink : Manufactures essential components like busbars and edge connectors. As power requirements increase the need for high-value interconnects grows. GlobalFoundries $GFS: A legacy foundry play. While currently struggling with the automotive/consumer slump they"
X Link 2026-01-07T15:25Z [---] followers, [---] engagements
"/ . Check the Highlights/Articles tab for my curated ideas"
X Link 2026-01-08T13:13Z [---] followers, [----] engagements
"2/ - . GPU IaaS SaaS Lock in . $CRWV Openpipe Weights&Biases AI . AI . $NBIS GPU PostgreSQL MLflow . (Tripleten) (Avride) . Bezos Toloka . Aether Token Factory MLOps AI . AI-Native cloud "
X Link 2026-01-09T07:41Z [---] followers, [---] engagements
"$HCC $AMR $CNR $METC : . '' . . $NVDA [--] . . . . (Metallurgical coal Coking coal) . [--] . . [--] . . . . . . https://twitter.com/i/web/status/2010629115196719558 https://twitter.com/i/web/status/2010629115196719558"
X Link 2026-01-12T08:25Z [---] followers, [---] engagements
"$TMDX F/U . Zero to one [--] - [---] . . $142.71 $TMDX -Waleed . TMDX . . . $TMDX -Waleed . TMDX . . "
X Link 2026-01-14T03:10Z [---] followers, [---] engagements
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