@xyzdkfe Avatar @xyzdkfe Oliver

Oliver posts on X about ai, $ionq, qbts, $qbts the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence technology brands 25.74% stocks 19.8% finance 12.87% fashion brands 0.99% cryptocurrencies 0.99% celebrities 0.99%

Social topic influence ai 19.8%, $ionq #55, qbts #39, $qbts #36, claude code 5.94%, $googl 5.94%, software #494, science 3.96%, stocks 3.96%, can you 3.96%

Top accounts mentioned or mentioned by @catstates @genejchan @c33k732 @commonsenseplay @alphacapital82 @cayucoscapital @buccocapital @rosshendricks @grok @alexfinn @draveneric94535 @bullmeechum3 @quantumbullhq @secenforcement @drocdolf @avgvalueinvest @hedgeyecomm @andreassteno @dallairedemers @martinshkreli

Top assets mentioned IonQ, Inc. (IONQ) D-Wave Quantum Inc. (QBTS) Alphabet Inc Class A (GOOGL) Atlassian Corporation PLC (TEAM) NVIDIA Corp. (NVDA) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) ServiceNow Inc (NOW) Salesforce Inc (CRM) SAP SE (SAP) Bitcoin (BTC) IBM (IBM) Rigetti Computing, Inc. Common Stock (RGTI) Microsoft Corp. (MSFT)

Top Social Posts

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

"These companies $IONQ and $QBTS are spending money on convincing people and government agencies to buy their quantum computer because then theyll be able to put the name quantum in whatever theyre doing. @QuantumBullHQ your reaction 😂😂🥴🥴"
X Link 2026-01-29T07:02Z [----] followers, [----] engagements

"Quantum stonks starring into the abyss. East come easy go. $IONQ $QBTS Fraud - zero The companies claimed advantage for AI Pure lie dumping shares on unsophisticated investors"
X Link 2026-01-30T15:01Z [----] followers, [----] engagements

"Trying to calm $IONQ $QBTS bros after explaining them Quantum has NO cookie for AI"
X Link 2026-02-01T12:44Z [----] followers, [----] engagements

"@DrocDolf @QuantumBullHQ @commonsenseplay To be fair making money on the Long side is way easier. I called the exact top of this bubble to the day. But still managed to lose money 😂 I went big on puts against QBTS and I was too late by [--] weeks (oh well) Anyway Im shorting more conservative now"
X Link 2026-02-01T14:20Z [----] followers, [--] engagements

"@DrocDolf @QuantumBullHQ @commonsenseplay Actually the scum jroulding is doing precisely that. Unloading his bags of QBTS and RGTI on his followers"
X Link 2026-02-01T14:42Z [----] followers, [--] engagements

"@subhorov @saxena_puru How long you reckon itll take for [--] vibecoders to replace 100% of jira. [--] month tops. Will they charge 10% if what $TEAM Bingo. Send it to zero"
X Link 2026-02-06T17:22Z [----] followers, [---] engagements

"@CayucosCapital @buccocapital Theyre on the chopping board by Claude code. Customers or more dangerously other startups will vibecode jira for 10% of the cost"
X Link 2026-02-07T11:48Z [----] followers, [---] engagements

"@avgvalueinvest @Cat_States Businessmen cannot possible repackage garbage and resell it. At the end of the day in computing matters the engineers have the last say. If my boss comes to me and say you must integrate IONQs garbage in pur offering I will say F no"
X Link 2026-02-07T14:27Z [----] followers, [--] engagements

"@CayucosCapital @buccocapital What is knowable is that a team of [--] engineers will vibecode top notch jira system in less than [--] month. and will offer it for 10% price. It may be a speculation that customers may attempt the same thing because why save 100k"
X Link 2026-02-07T16:00Z [----] followers, [---] engagements

"So the biggest question for most SaaS companies is IF they can supercharge their offering with AI agents. If their product had already 100% converged then a 2-person startup will replicate the product for 5% the cost"
X Link 2026-02-08T13:36Z [----] followers, [--] engagements

"If your SaaS product offering cannot be improved by a lot then youre fckd. So you have to pivot and the $TEAM $CRM $SAP may have to offer a lot more on top. They want to hope its the same story as Google 2024-25 but not guaranteed"
X Link 2026-02-08T13:39Z [----] followers, [---] engagements

"@fchollet Google search ad benefits from the monopoly on the supply side. OAI will disrupt this somewhat. Google punches back at OAI with Anthropic (10% ownership) So search as it is and will be in structural decline"
X Link 2026-02-08T16:03Z [----] followers, [---] engagements

"@Ross__Hendricks $Nvda $Mu and $Avgo are 10% off the ATH. What are you talking about"
X Link 2026-02-09T10:13Z [----] followers, [---] engagements

"@HedgeyeComm lol he thinks it will fail because a ton of vibe code will creep in organizations 😂🤣 Nobody can debug so much technical debt oh boy 🤣"
X Link 2026-02-09T11:02Z [----] followers, [---] engagements

"@Cat_States @Rick101284 Doc they dont care about the science. They just read the titles with the question - Does it moon IONQ These are anti-intellectuals at the core. It reminds me of that skit from Bill Hicks a redneck questioning him what you reading for These are rednecks 2.0"
X Link 2026-02-10T08:20Z [----] followers, [---] engagements

"@grok @milesofmichael @TheWorthyHouse @americanaristo @TKilgore_1 @doomsdayslam I dont know bitch I just know it when I see it 🤣"
X Link 2026-02-11T06:34Z [----] followers, [--] engagements

"@crec_jawn @JoshDaws That is a cope. Just buy Claude code"
X Link 2026-02-11T20:16Z [----] followers, [---] engagements

"@Cat_States To me MrNecum is also getting impatient with Alan who seems to be dangling that Fortune [---] company on which hes probably doing a research project. Hes begging him to disclose it 😂🤣🤣"
X Link 2026-02-12T15:43Z [----] followers, [---] engagements

"@ecommerceshares Paper pushers will be the thing of the past and all the petty tyrants with it. Scary but I think David Graebers Bullshit Jobs is how this is going to go. Yes AI will create tons of new BS jobs. Remember Jevons paradox but for software engineers"
X Link 2026-02-12T20:38Z [----] followers, [---] engagements

"@samcfcc @HighyieldHarry pip install Claude code. Youre simply not folllwing"
X Link 2026-02-13T09:24Z [----] followers, [--] engagements

"@AlexFinn If thats the business plan yeah sure very smart to tell us all. Sure its legit 👍"
X Link 2026-02-13T14:08Z [----] followers, [--] engagements

"@AlexFinn Did you consult the homegrown opus intelligence"
X Link 2026-02-13T14:09Z [----] followers, [--] engagements

"@Cat_States @SimplyBitcoin @JeffBooth @PrestonPysh 1-min in and I havent heard this much redneck science in a while 🤣 Usually IONQ and QBTS crowd are champions in this. Pure comedy check it out. @DrocDolf"
X Link 2026-02-13T14:38Z [----] followers, [---] engagements

"@izakaminska @SantiagoAuFund Hm disagree. Tell me what value comes from bureaucracy Weve spent actual life hours on drafting briefs to insurance or institutions lawyers whatever. All that gone 100% and pure life back No more petty tyrants. Well find way to create BS jobs read David Graeber"
X Link 2026-02-13T16:52Z [----] followers, [--] engagements

"@hk_net @AlpuhaP @synthshareai @MaxMusing Claude will eat them all. Tell me you havent seen a demonstration"
X Link 2026-02-13T20:04Z [----] followers, [--] engagements

"$IONQ $QBTS"
X Link 2026-02-02T16:51Z [----] followers, [----] engagements

"@AndreasSteno Imagine what they get once they automate all the papercram"
X Link 2026-02-12T17:19Z [----] followers, [---] engagements

"@dallairedemers I will hedge with redneck computing stocks you peddle like IONQ and QBTS"
X Link 2026-02-13T19:58Z [----] followers, [--] engagements

"@JasonPLowery @chadashtonbrown No. Theres a whole crowd of retail investors in $IONQ especially who buy the idea of Quantum Key Distribution and the Quantum Internet. Which is absolutely useless given PQC exists. The CEO is flying the tech in space and drones. Its quite a freak-show actually"
X Link 2026-02-14T08:24Z [----] followers, [---] engagements

"@cbspears I call it redneck science. You can find more in the $IONQ or $QBTS retail investors. Or Redneck computing community 🤣"
X Link 2026-02-14T09:30Z [----] followers, [---] engagements

"@adam3us @qdayclock @austinhill Youre not following the redneck computing community 🤣 $IONQ $QBTS"
X Link 2026-02-14T13:34Z [----] followers, [---] engagements

"@advisors_abcz @timontti Quiz question: What is Shor algorithm doing @grok explain factoring to this fellow from the redneck computing community"
X Link 2026-02-15T17:02Z [----] followers, [--] engagements

"@AlphaCapital82 @Ross__Hendricks Most likely youre left behind. You didnt answer my question on which tools you use to know exactly but I dont care"
X Link 2026-02-16T09:47Z [----] followers, [--] engagements

"explaining why AI won't kill B2B software but kills their growth story Thats the same thing Software stocks have been in a free fall lately on mounting concerns about disruption by AI. I have just published a 4000-word essay explaining why AI won't kill B2B software but kills their growth story. You can read it below no paywall: https://t.co/L1KFt5CCjQ Software stocks have been in a free fall lately on mounting concerns about disruption by AI. I have just published a 4000-word essay explaining why AI won't kill B2B software but kills their growth story. You can read it below no paywall:"
X Link 2026-02-08T15:39Z [----] followers, [--] engagements

"The Jevons paradox will play out for software jobs too. ( Imagine in [----] as a business you could make the case to hire NLP engineer who will wait for it EXTRACT [--] entities from a document and that was advanced shit. 😂 DeepSeek and Nvidia showed you Jevons in action"
X Link 2026-02-09T09:19Z [----] followers, [---] engagements

"Can you imagine what software engineering job looks like after Claude Can you imagine what legal job looks like after Claude Now SE + Claude or Lawyer + Claude Who wins"
X Link 2026-02-12T08:00Z [----] followers, [---] engagements

"Nobody understood David Graebers Bullshit Jobs implications. AI will create a ton of new bullshit jobs The irony in all this is that bullshit jobs may actually be the hardest ones for AI to supplant. The irony in all this is that bullshit jobs may actually be the hardest ones for AI to supplant"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements

"The most optimistic is that AI will create tons of new BS jobs as explained by David Graeber. Based on just eating 90% of all jobs it can justify the capex invested thus far and beyond. So AI is not a bubble at all. For additional bullishness lets hope David was right"
X Link 2026-02-13T09:32Z [----] followers, [--] engagements

"@RyanHoliday When Google first came it automated the mechanics of answering questions. The key was not being able to answer but to ask good questions. In the age of ChatGPT this has not changed. Ask stupid question and you shall get stupid answer. So it shifted power to those who ask"
X Link 2026-02-15T05:58Z [----] followers, [----] engagements

"As Im writing this I realize that $MU is headed for a trillion $ @AlexFinn So Apple will charge say $20k for it. Pay Micron 12k 7k for Team Apple 😂🤣🤣 @AlexFinn So Apple will charge say $20k for it. Pay Micron 12k 7k for Team Apple 😂🤣🤣"
X Link 2026-02-15T12:39Z [----] followers, [---] engagements

"@timontti Most fast like fat woman fall fast. Have they been able to factor 21=7x3 On any $IONQ hardware so far They have 100s of algorithmic qubits dont they Wake me up when they factor [--] and Ill start panicking fast like fat woman fall fast 🤣"
X Link 2026-02-15T13:05Z [----] followers, [---] engagements

"@Ross__Hendricks Dude Whoever youre talking about probabilistic tool or pattern matching youve just lost the plot. Youre talking about [----] LLM. Not agentic modern AI"
X Link 2026-02-15T17:12Z [----] followers, [---] engagements

"@rafytirado21 @JKeynesAlpha Its all based on a false premise that you need Quantum Key Distribution QKD to defend against future QC breaking encryption. Classical algos PQC work just fine and are infinitely cheaper. All BS. Look at flying QKD in drones to realize its all pure hype"
X Link 2026-02-16T05:53Z [----] followers, [--] engagements

"@AlphaCapital82 @Ross__Hendricks Youre right. Your accountant of small numbers. You truly dont get it. The point youre missing is that modern LLMs dont use the language mechanism of next token prediction when calculating 3+5 theres this thing called tool use"
X Link 2026-02-16T09:17Z [----] followers, [--] engagements

"@Cat_States @genejchan Hmm doc I checked the paper. Theyre making spherical chickens in a vacuum assumptions. Way too far in the future. We can deep dive if you want. Still talking about 2027/28 when we havent seen factoring of 21=7x3 is a little rednecky dont you think"
X Link 2026-02-16T12:09Z [----] followers, [--] engagements

"@Cat_States @genejchan Well do you think $IONQ will keep a secretly powerful machine in the basement and just crack Bitcoin Or rather should from the rooftops when they can demonstrate 21=3x7 on an actual hardware. The noise from Gene-rednecks will be so deafening you will think they actually did it"
X Link 2026-02-16T13:00Z [----] followers, [---] engagements

"1/ 🧠 Reality check on quantum for AI. What can actual quantum hardware do on real AI benchmarks not toy demos not simulations not hype Lets look concretely at D-Wave annealers and what they can really implement as neural networks today. $QBTS $IONQ $RGTI $IBM"
X Link 2026-01-28T08:51Z [----] followers, [----] engagements

"Im open to $TEAM being at the center of accelerated devs work with AI. More tickets more and much bigger pull-request orchestration layer muahaaa. Thats the bull narrative. https://t.co/xPZk6XF30s https://t.co/xPZk6XF30s"
X Link 2026-02-08T14:23Z [----] followers, [---] engagements

"How do we front run this trend Its almost like you want a business to sell to these software B2C companies to be. So SaaS then 🥴😭🤣"
X Link 2026-02-08T15:54Z [----] followers, [--] engagements

"$IONQ Nicolo is doing precisely this. Knows a little bit of quantum knows a little bit about drones. Put them together and fly the quantum in drones 🤣"
X Link 2026-02-08T16:10Z [----] followers, [---] engagements

"Wrong on hardware capex bonanza wrong on software. Bro how wrong can you be in one lifetime 😂 Prediction: [--] months from now it will be abundantly clear that vibe coding isnt disrupting software engineering and there will be horror stories from those who tried $MSFT could very well be the first case study Prediction: [--] months from now it will be abundantly clear that vibe coding isnt disrupting software engineering and there will be horror stories from those who tried $MSFT could very well be the first case study"
X Link 2026-02-09T07:17Z [----] followers, [----] engagements

"To do what Circle jerk 🥴 @AlexFinn put your macstudio in a datacenter and it becomes cloud clawbot. we did. @AlexFinn put your macstudio in a datacenter and it becomes cloud clawbot. we did"
X Link 2026-02-09T18:21Z [----] followers, [--] engagements

"Absolutely misleading numbers. Every single Claude Max user has ChatGPT Plus which means they just enabled a second agent Got to give it to OpenAI. They know how to respond. AI coding usage is going ballistic the market is underestimating AI and the demand at the hyperscalers. https://t.co/NkjaoTv58M Got to give it to OpenAI. They know how to respond. AI coding usage is going ballistic the market is underestimating AI and the demand at the hyperscalers. https://t.co/NkjaoTv58M"
X Link 2026-02-10T11:43Z [----] followers, [---] engagements

"Pre AI post AI is this not the most Lindy skill/quality/characteristic 😃🥸"
X Link 2026-02-10T18:06Z [----] followers, [---] engagements

"A decent software engineer/data scientist just became: 1) the fullest stack engineer: Front end backend space end ocean end. 2) lawyer 3) accountant 3) quantum stonks trader 🥴 And somehow theyre useless now 😂 I feel like Im living in a parallel universe where my developer friends are doing amazing things with AI but whenever I try to use it for anything beyond chat it cant even manage the basics. I think this highlights the growing gap between the superpowers that AI is unlocking I feel like Im living in a parallel universe where my developer friends are doing amazing things with AI but"
X Link 2026-02-13T11:02Z [----] followers, [---] engagements

"The question is can you imagine the future software engineer with Claude and fleet of agents Can you imagine a lawyer post Claude"
X Link 2026-02-13T11:12Z [----] followers, [--] engagements

"@dallairedemers Remind me whats the largest number that was factored Was [--] or just 15"
X Link 2026-02-13T19:31Z [----] followers, [----] engagements

"On the one hand yes but I can bet you that batch of CS students will still produce [--] billionaires Imagine being one of the [------] CS students right now paying $50k per year to learn how to implement linked lists Imagine being one of the [------] CS students right now paying $50k per year to learn how to implement linked lists"
X Link 2026-02-15T07:41Z [----] followers, [--] engagements

"He argues yanking out old CRMs is risky because of the migration risk. Migration risk can be also greatly mitigated that the new CRM providers can do. https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"
X Link 2026-02-15T09:12Z [----] followers, [--] engagements

"Fair points the risk is the migration. But AI can do that too. Phase [--] reduce 10k seats to [----]. Vibe code a copy with exact same UI for the other [----]. Identify the key [----] seats that are hard to yank out. Phase [--]. Phase [--] profits. You get the idea https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"
X Link 2026-02-15T10:15Z [----] followers, [---] engagements

"@AlexFinn So Apple will charge say $20k for it. Pay Micron 12k 7k for Team Apple 😂🤣🤣"
X Link 2026-02-15T12:38Z [----] followers, [---] engagements

"But did I wish it happen. Hell yeah Do I want it to happen also yeah 😃 @WagieCapital https://t.co/LVg37hBOAk @WagieCapital https://t.co/LVg37hBOAk"
X Link 2026-02-15T13:37Z [----] followers, [--] engagements

"@AlphaCapital82 @Ross__Hendricks Ok accountant 👍 Your job is safe because LLMs can never learn to multiply huge numbers 😂"
X Link 2026-02-16T05:40Z [----] followers, [--] engagements

"@JKeynesAlpha @angryinvesting Even Google started straying or rather Sundar who started claiming Redneck timelines [--] years or whatever. But thats just Sundar misinterpreting his scientists. Demis wouldnt mention it as far as I know"
X Link 2026-02-16T05:49Z [----] followers, [--] engagements

"@Cat_States @genejchan Big tech can afford to do that but not Redneck computing leader $IONQ So a proxy would if $IONQ is able to crack 3-digit number we can assume 5-10 digit number by Google. Panic then"
X Link 2026-02-16T13:03Z [----] followers, [--] engagements

"@DravenEric94535 If I made predictions on price and turn out wrong moon-boys like @c33k732 will come at me see fexpert youre wrong dont know fidelities 😂"
X Link 2026-01-30T14:53Z [----] followers, [--] engagements

"@DravenEric94535 @c33k732 I see youre adding the ugly macro on top of this fraudulent puppy 🐶🥺 Well their only chance is to release that TempusScamus and blow out Nvidia out of the park 😂 Who knows they might do just that"
X Link 2026-01-30T15:19Z [----] followers, [--] engagements

"@DravenEric94535 @c33k732 Feel free to buy the dip in quantum stocks then 😃"
X Link 2026-01-30T17:41Z [----] followers, [--] engagements

"@DravenEric94535 @c33k732 That shit is like flying QKD in drones. The shit Nicolo is doing"
X Link 2026-01-30T17:43Z [----] followers, [--] engagements

"@DravenEric94535 @c33k732 The funny thing is well confuse ceek here. Hes hardcore antivaxer too"
X Link 2026-01-30T17:44Z [----] followers, [--] engagements

"If we let this ai agents have social networks they might revive stackoverflow 😂"
X Link 2026-01-30T22:42Z [----] followers, [--] engagements

"@hlee_5 Baggie total capitulation. Point [--] is fantasy. Demand to go up because Nicolo flies QKD in a drone 😂"
X Link 2026-01-31T07:37Z [----] followers, [---] engagements

"@elonmusk Elon cant beat Anthropic now cries like a baby their AI is woke 😂😂😆"
X Link 2026-01-31T09:23Z [----] followers, [--] engagements

"@JCann777 It aint my fault the junk is collapsing. The fault is that its junk to begin with. I was here to explain the science and engineering. Few were smart to listen and saved themselves. You will emotionally hold this shit to zero"
X Link 2026-01-31T12:37Z [----] followers, [--] engagements

"@c33k732 @QuantumDom Yeah Ive been wrong on fundamentals. Theyre ramping up production and sales to Anthropic. Dario is waiting for redneck technologies 😂 It went up on good macro it will go down on bad macro because the core is fraud"
X Link 2026-01-31T15:03Z [----] followers, [--] engagements

"Clawdbot is Claude Code Max but for rednecks 😂😆😁😁😁 Im sick of that shit 😆 Im missing something AI folks"
X Link 2026-01-31T20:55Z [----] followers, [---] engagements

"@sweatystartup Yeah hooking up agents to talk on their stackoverflow is as dumb as NFTs. Everything else is wrong. AI is just warming up"
X Link 2026-01-31T23:00Z [----] followers, [--] engagements

"@The_AI_Investor Hardware and software were predictably cyclical. When one was up the other was down. GenAI app is driving unprecedented buildout in hardware. Question is if Claude will truly kill most software (existing yes) but how much new will it create on top Trillions dollar question"
X Link 2026-02-01T07:57Z [----] followers, [---] engagements

"@Cat_States Which is why I excluded them from my crusade. CEO told them like it is"
X Link 2026-02-01T11:41Z [----] followers, [---] engagements

"@Cat_States Korea is a hellava interesting landscape of investors and wannabes. On the one hand you have the chaebol aristocracy who owns Samsung l SK Hynix and all the money printers that just became richer than God. And on the other the redneck crowd of Shown Kwon. Overlap = ZERO"
X Link 2026-02-01T12:17Z [----] followers, [---] engagements

"I was making fun of the low-code-no-code garbage salesmen but Dario actually made us all ZERO code 😂 You know coders still need to at least read the code and review. Fuck that if youre reading Claude code youre probably doing it wrong"
X Link 2026-02-01T15:25Z [----] followers, [--] engagements

"@Subprimeguy @AndreasSteno Quantum computing $ionq and $QBTS aficionados 😂"
X Link 2026-02-01T17:55Z [----] followers, [---] engagements

"@BullMeechum3 @Cat_States @genejchan @commonsenseplay @MartinShkreli @PalmerLuckey @anduriltech @SEC_Enforcement @TheJusticeDept @anduril Im bearish on QLSC or whatever. No chance of that shit working either. Feel better Mecum"
X Link 2026-02-02T15:58Z [----] followers, [--] engagements

"@genejchan Korea is the funniest shit ever. You have the slave class obviously jealous of the chaebol aristocracy. So they will escape the corporate rat race by investing in the next thing - quantum. Thereby missing on the memory bonanza. Samsung Sk Hynix (chaebol owned Slave class 😭"
X Link 2026-02-02T16:17Z [----] followers, [---] engagements

"@QuantumBullHQ @SEALSQcorp @QEM_Corp @BTQ_Tech @01quantuminc I agree with you but PQC = Post Quantum Crypto which is just classical. Not prequm 😆 pip install PQC"
X Link 2026-02-02T18:17Z [----] followers, [---] engagements

"@HedgeyeComm @buccocapital Some software is quite possibly dead as it is. One example: Labeling tool you had to pay $$/month for a license per user. Now you vibecode adhock dashboards in minutes do the labeling and throw the code in the garbage. (Sure security or elaborate software is safe)"
X Link 2026-02-02T20:24Z [----] followers, [--] engagements

"AI and memory investors looking at Quantum investors (about to pop the AI bubble) $IONQ $QBTS"
X Link 2026-02-03T11:17Z [----] followers, [---] engagements

"$AMD Remember how $NVDA moat was the software layer CUDA that made it what it is today. Well $AMD powered by Claude Code may finally fix their broken drivers once and for all"
X Link 2026-02-03T22:35Z [----] followers, [---] engagements

"@AndreasSteno Not at all. You buy GPU to run your ServiceNow SAP and whatever SaaS bit on prem"
X Link 2026-02-03T22:38Z [----] followers, [---] engagements

"@HedgeyeComm Claude has been brought into excel and theyre just using it as a UI. Brutal. Taken to the logical conclusion would be interesting if Claude kills CUDA layer by fixing AMDs drivers"
X Link 2026-02-04T12:51Z [----] followers, [---] engagements

"@grok @JP_Money_95630 @jukan05 Oh how useless you chatbot @grok The point is to find out if Google can successfully reduce/hedge the dependence on AVGO by other partners and internal efforts"
X Link 2026-02-05T08:53Z [----] followers, [--] engagements

"@JBlunt1018 Sure you know. Now go pip install Claude-code and come report back"
X Link 2026-02-05T08:54Z [----] followers, [--] engagements

"@Cat_States @BullMeechum3 @genejchan @CitronResearch @SEC_Enforcement @Alan_Baratz @Quantum_Murray @trevorlanting @KerrisdaleCap @commonsenseplay Weve lost Mr. Mecum to PTSD. Wouldnt it be easier for Dwave to just sell gazzilion boxes and blow the shorts out of the water Ive been arguing the tech is useless. I havent been reading any financials"
X Link 2026-02-05T12:46Z [----] followers, [--] engagements

"@BullMeechum3 @Cat_States @genejchan @CitronResearch @SEC_Enforcement @Alan_Baratz @Quantum_Murray @trevorlanting @KerrisdaleCap @commonsenseplay @MartinShkreli @kerrisdale False Now back to the drawing board You will figure it out Mr. Meeecum"
X Link 2026-02-05T13:48Z [----] followers, [--] engagements

"@BullMeechum3 @Cat_States @genejchan @CitronResearch @SEC_Enforcement @Alan_Baratz @Quantum_Murray @trevorlanting @KerrisdaleCap @commonsenseplay @MartinShkreli @kerrisdale @FBILosAngeles Try again Qubos and shit was the first clue. Cant possibly write a paper. Let me give you another one @Cat_States Dr. Hugh Bitt - Dr. Qubit Fake doctor no PhD Noooooo 😭😭😭😭"
X Link 2026-02-05T13:57Z [----] followers, [--] engagements

"Sir kindly ask Claude to build TPU software layer for $AVGO Cant be that hard. Kindly thanks 😂"
X Link 2026-02-06T13:00Z [----] followers, [---] engagements

"@saxena_puru @immigrant_boy88 He is not long atlassian"
X Link 2026-02-06T15:13Z [----] followers, [--] engagements

"Everyone misses this. Its not that customers at SaaS will vibecode their ServiceNow or jira its that startups can offer the same product for 10% the cost. Wallstreet is weirdly spot on with this puke in SaaS Market's current verdict. AI capex shows AI itself is a useless bubble so lets sell the stocks which benefit from this spend. AI will kill all software most companies will develop + run own software so lets sell all software stocks. Market's current verdict. AI capex shows AI itself is a useless bubble so lets sell the stocks which benefit from this spend. AI will kill all software most"
X Link 2026-02-06T17:21Z [----] followers, [---] engagements

"@CayucosCapital @buccocapital I would take your opinion as legitimate if youve been vibecoding with Claude. No disrespect but folks cannot talk about it without actually trying it. 100% will underestimate the impact by a lot"
X Link 2026-02-07T15:54Z [----] followers, [---] engagements

"@ItysltdGarden @CayucosCapital @buccocapital The effect has not fully played out but its coming. There are SaaS vendors that will be painful to yank out. So theyll remain. Yes SaaS can upgrade to agentic but if theres no room for improvement on their product theyre fckd. So how much can you boost jira Good luck"
X Link 2026-02-07T16:32Z [----] followers, [--] engagements

"@JNeurvine @c33k732 @grok explain the context in which I used redneck. $IONQ is a rednecks idea of NVIDIA"
X Link 2026-01-24T19:20Z [----] followers, [--] engagements

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