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@pennycheck
"The top rated Defense think tank in the world comes out gun blazing on Quantum Sensing. $CCCX $FEIM"
X Link @pennycheck 2025-10-22T04:03Z 37.5K followers, 22.4K engagements
"$UBER flying on this Their autonomous long term partner $LCID sitting here with a XX% short interest could go nuts "
X Link @pennycheck 2025-10-23T19:05Z 37.5K followers, 24.4K engagements
"$LCID ---$UBER----- detail on the recent partnership with uber announced a few months back"
X Link @pennycheck 2025-10-23T19:20Z 37.5K followers, 22.2K engagements
"Brutal last few days but necessary we were getting way too overheated. Zoom out focus on your monthly p&l not your weekly -- have a restful weekend"
X Link @pennycheck 2025-10-17T20:03Z 37.5K followers, 19.8K engagements
"This shutdown has messed up all timing on the biggest catalysts ive been tracking 😟"
X Link @pennycheck 2025-10-30T15:02Z 37.5K followers, 14.2K engagements
"$CCCX Putting together this filing Citadels market making firm owns 1.5M shares (not noteworthy) But Citadels investment fund owns 686K shares (very noteworthy)"
X Link @pennycheck 2025-10-30T21:23Z 37.5K followers, 39.3K engagements
"@Master_Tinkerer I discussed this a year ago and they all have 5-10xed already onto the next theme They were $EOS.ASX $DRO.asx and $ONDS"
X Link @pennycheck 2025-10-31T00:40Z 37.5K followers, XXX engagements
"Looking for stocks with a clearly defined catalyst before years end that would give a high probability for the stock double. Please list ticker and catalyst If we get XX solid entries I'll reveal the X I've identified. Feel free to RT for more exposure to generate more high alpha ideas"
X Link @pennycheck 2025-08-31T14:52Z 37.5K followers, 39.6K engagements
"$VELO on shoring of supply chain strategic pivot the last XX months has come at the perfect time. Find me a more hidden story in this tailwind"
X Link @pennycheck 2025-10-13T14:52Z 37.5K followers, 44.9K engagements
"Indeed. $VELO"
X Link @pennycheck 2025-10-16T01:13Z 37.5K followers, 22.7K engagements
"the fun thing about owning $VELO is it trades like crack"
X Link @pennycheck 2025-10-16T18:50Z 37.5K followers, 28.9K engagements
"$LPTH keeps on stacking wins fully contracted backlog now at $90M Secure Supply Chains + Superior product is a tough combo to beat"
X Link @pennycheck 2025-10-20T13:21Z 37.5K followers, 9108 engagements
"@BlackScholesMan yea sam did say on the call he was fairly confident they would get the entire order for all the border security. I believe this is where the anduril tie in comes"
X Link @pennycheck 2025-10-20T13:41Z 37.5K followers, 1574 engagements
"@Brandon_Job23 RKLB LUNR IONQ OKLO SMR "
X Link @pennycheck 2025-10-20T20:24Z 37.5K followers, XXX engagements
"took XX months for confirmation but now all but official. top XX all time fintweet on this app. $RKLB + $AMZN"
X Link @pennycheck 2025-10-21T04:37Z 37.5K followers, 17.4K engagements
"$GLXY earnings out Smashes estimates --"
X Link @pennycheck 2025-10-21T11:31Z 37.5K followers, 17K engagements
"Interesting $AIP + $BABA 👀"
X Link @pennycheck 2025-10-22T13:07Z 37.5K followers, 14.4K engagements
"@CryptoMcFly49 Check my time line it was after their last stellar earnings reports around XX is core position i have averaged up though current cost basis is 27.65"
X Link @pennycheck 2025-10-22T20:19Z 37.5K followers, 1325 engagements
"$SKYT has been talking up a big new quantum announcement in the 2nd half of the year that will include X notable customers. They have already disclosed they have PsiQuantum and D-Wave Who else could it be Interestingly enough this Cantor note from a meeting with company last year seems to give a clue Which has new meaning given yesterdays news imo"
X Link @pennycheck 2025-10-23T16:08Z 37.5K followers, 20.4K engagements
"Putting together A Timeline August 26th Fox News reports $SKYT is looking to partner with Government mentions quantum White House OSTP Director Michael Kratsios On September 8th according to linkedin posted photos met with $SKYT leadership at the white house On September 11th at the Piper Confrence $SKYT CEO stated "I'm going to DC tomorrow" This I just found ----addressing the World Quantum Congress OSTP Director Michael Kratsios stated On September 17th 2025 "we need to catalyze and incentivize the ecosystems producing enabling technologies the lasers materials and advanced fabrication"
X Link @pennycheck 2025-10-23T22:25Z 37.5K followers, 46.5K engagements
"$CCCX On todays all in podcast--- Nobel Prize in Physics Winner - John Martinis is all in infleqtion. "I think the newcomer on the block which looks good is neutral atoms where they make big neutral atoms systems." "We can run general algorithms on that.""
X Link @pennycheck 2025-10-27T23:02Z 37.5K followers, 19.5K engagements
"i dont know it was like someone hacked my algorithm literally in one day i kept seeing 100s of posts on the stock and literally XX DMs of people asking me about it I haven't dug into the company in a few years don't really know about its prospects now but they are definitely in the right place -- CODA is a competitor although plenty of room under the seas"
X Link @pennycheck 2025-10-28T16:07Z 37.5K followers, 1203 engagements
"@YeahDrDave the amount of stupid dm's and messages i have gotten in the last XX minutes seriously has me considering deleting this app i just don't have any words for these people"
X Link @pennycheck 2025-10-28T17:10Z 37.5K followers, 3211 engagements
"@nuno20203 if tsla making better chips than nvidia is a part of your bull thesis for tesla you may need to seek help"
X Link @pennycheck 2025-10-28T18:28Z 37.5K followers, XXX engagements
"$CCCX News More news buried towards the end of the PR Sqale is now live in cuda-q"
X Link @pennycheck 2025-10-28T18:46Z 37.5K followers, 15.8K engagements
"This is kinda hilarious to me because Lightpath actually does have a secret arm in quantum earnings call transcripts are your friend"
X Link @pennycheck 2025-10-28T18:55Z 37.5K followers, 11.4K engagements
"@spacanpanman Lmao tim is the all time worst I would add not anyone with a agenda industry experts who are just passionate about what they do Always beware of people with agendas and blatant biases"
X Link @pennycheck 2025-10-28T22:34Z 37.5K followers, 3012 engagements
"@spacanpanman I've said it before but it needs to be repeated the super high in depth level of constant dd day in day out since day one you've shared with retail investors on $ASTS literally has to compare in the history of the stock market"
X Link @pennycheck 2025-10-28T22:40Z 37.5K followers, 3068 engagements
"What a terrible drone etf having DRO but not EOS EH second biggest weight but its not a drone company. and PLTR GE Boeing and HON their drone segment (if it exists) probably accounts for XXXXXXXXXX% of their mkt caps and no KTOS sheeesh"
X Link @pennycheck 2025-10-29T12:50Z 37.5K followers, 10.2K engagements
"@SPAC_Infleqtion @IonQ_Inc @dwavequantum @rigetti i am pretty sure your short the stock at this point and are fully aware how damaging these made up baseless speculation posts are"
X Link @pennycheck 2025-10-29T17:14Z 37.5K followers, 16.9K engagements
"@JLinWins Stellar idea"
X Link @pennycheck 2025-10-29T19:52Z 37.5K followers, 2266 engagements
"@NiceQuarterGuys @nikolatrevor been there done that"
X Link @pennycheck 2025-10-30T19:45Z 37.5K followers, XXX engagements
"Taking note $CODA A stock that just trades flat line all yr is suddenly seeing some buying before earnings monday AM. Can't hide in the options mkt here"
X Link @pennycheck 2025-09-12T15:26Z 37.5K followers, 6049 engagements
"Told you guys this was all $VELO"
X Link @pennycheck 2025-09-22T13:27Z 37.5K followers, 29K engagements
"$CCCX $FEIM Not sure how I missed these reports last week out of china. The end of stealth as we know it"
X Link @pennycheck 2025-10-20T03:47Z 37.5K followers, 16.7K engagements
"$CCCX Another day where all of Quantum is in deep red and $CCCX closes green. Infleqtion should not be bundled with the others. Don't look now but it is decoupling And just where do you think all the freshly minted quantum millionaires will move too next I believe it will be Quantum sensing I think it is already starting to happen $FEIM $CCCX"
X Link @pennycheck 2025-10-20T22:29Z 37.5K followers, 37.6K engagements
"$CCCX The point of the WSJ article isn't that Gov't is taking a equity stake. It's that the stake will be in exchange for billions of dollars of gov't funding in freed up money from the chips act. Read the Article"
X Link @pennycheck 2025-10-23T04:42Z 37.5K followers, 9590 engagements
"looks like every single mini furu pleb on X full ported short quantum into the close lmao. $CCCX"
X Link @pennycheck 2025-10-23T04:51Z 37.5K followers, 9228 engagements
"Hybrid Quantum + AI LLMS and Quantum sensing are two of the most near term immensely important Quantum applications in the world Only one qompany is a world leader in both. $CCCx If there's interest will do a spaces later do breakdown what's really going on lots of background needed Let me know"
X Link @pennycheck 2025-10-23T13:26Z 37.5K followers, 15.4K engagements
"$CCCX hard to believe given the multiple sources the WSJ cited as well as WSJ saw the actual documents. As I said before the funding is just a minor step one but I would take this 'report' with a grain of salt"
X Link @pennycheck 2025-10-23T15:49Z 37.5K followers, 11.9K engagements
"I am gonna tell myself $FORM is up today because they are picks and shovels cyrogenics supplier of Willow it is not a meaningful rev driver for the company yet but always interesting to follow"
X Link @pennycheck 2025-10-23T16:03Z 37.5K followers, 7221 engagements
"@UnoMasReactor This is fascinating for $ASPI"
X Link @pennycheck 2025-10-24T12:32Z 37.5K followers, 1739 engagements
"Not sure if this is why $ASPI is up today But this is potentially huge "The Janus program does intend to work with reactor developers with HALEU-fueled designs" DOE's current HALEU stockpile is just XX tons. They will need a lot more. Company disclosed they met with DOE but I don't think we've got any readout on what took place but a interesting timeline with the Janus announcement / sounds like they are confident they can secure enough HALEU now"
X Link @pennycheck 2025-10-24T16:26Z 37.5K followers, 21K engagements
"$CCCX Interesting to note only ONE quantum CEO speaking at the pre-game "
X Link @pennycheck 2025-10-27T12:56Z 37.5K followers, 23.4K engagements
"@alessandro_roso you mean $VELO i have been talking about it for two months i am long"
X Link @pennycheck 2025-10-27T15:33Z 37.5K followers, XXX engagements
"$CCCX + $NVDA In case it wasn't already obvious the reason why the only quantum company jensen chose to speak before his keynote tomorrow is obvious. Jensen is specifically bullish on #QPU This is exactly where Inlfeqtion and Nvidia together have announced many breakthroughs on the Nvidia blog. this is the part of quantum jensen said has 'reached a infelction point'"
X Link @pennycheck 2025-10-27T18:43Z 37.5K followers, 14.6K engagements
"@Benny_Capital yea i know others have spoken about it but my bull thesis on $CCCX has nothing to do with NVDA making a investment"
X Link @pennycheck 2025-10-27T18:52Z 37.5K followers, 1227 engagements
"Jensen going all in on robotaxi with UBER and humanoids with Figure Is going to make things even more tough for $TSLA"
X Link @pennycheck 2025-10-28T17:57Z 37.5K followers, 13.3K engagements
"Bullish offering"
X Link @pennycheck 2025-10-28T22:32Z 37.5K followers, 8611 engagements
"as $BE hits new all time highs time to revisit on of the best calls of the year. saw a lot of sus deep otm bullish call flow we got the news the next day stock halted and calls opened up 10X stock has not looked back ever since"
X Link @pennycheck 2025-10-29T04:18Z 37.5K followers, 9786 engagements
"$GNRC down over XX% on earnings this AM now green in less than a hour of trade who could of seen that coming Earnings miss due to bad weather while IPP for data center segment showed massive growth Backwards Vs Forwards"
X Link @pennycheck 2025-10-29T14:27Z 37.5K followers, 6576 engagements
"surprised nobody has been talking about the data center infra stock that has $AMZN $INTC $MSFT $GOOG $TSLA SpaceX and $AAPL as its customers"
X Link @pennycheck 2025-10-29T14:45Z 37.5K followers, 25.2K engagements
"@AcharyaKushal I really have not dug deep into the name but the fact that they do data center infra for X of the mag X is just wild to me and the literal extent of my dd so far tbh"
X Link @pennycheck 2025-10-29T22:24Z 37.5K followers, XXX engagements
"@TickerNotes_ I wish there was a kalshi mkt for you guys doing a writeup on kraken"
X Link @pennycheck 2025-10-30T00:00Z 37.5K followers, XXX engagements
"@sportsguy365675 Its a smart hedge I am bullish dkng in the near term Think the sell off was a bit too much Because I dont think the mkt fully realizes the recent momentum in the courts against kalshi As for how things will shake out long term I am uncertain"
X Link @pennycheck 2025-10-30T03:01Z 37.5K followers, XXX engagements
"@CallsPuts1 @SPAC_Infleqtion correct its his 3rd acct"
X Link @pennycheck 2025-10-30T16:57Z 37.5K followers, XXX engagements
"@zohmbastic do they ever do this in spacs"
X Link @pennycheck 2025-10-30T21:02Z 37.5K followers, 2963 engagements
"$CCCX Due diligence never sleeps. just listening to the @spac_insider interview with infleqtion CEO and he mentioned that the recent quantum record breakthrough at CalTech was with glass atoms they bought from infleqtion"
X Link @pennycheck 2025-10-13T04:54Z 37.5K followers, 164.2K engagements
"@JulianKlymochko $PEW went public at the perfect time with a perfect narrative and was a complete and total dog"
X Link @pennycheck 2025-10-17T20:53Z 37.5K followers, 2997 engagements
"$VELO When your largest customer is @elonmusk and @PalmerLuckey is busy talking about the massive game changing importance of the strategic pivot your new ceo has been totally focused and executing on for the last XX months you should be in good shape going forward. (Yes there are other 3d printing names some even have one or two govt contracts) but that's not the point The point is the wide sea change across the military to 3d printing critical components and no company has been more focused and has executed more than $VELO as i have been saying for months"
X Link @pennycheck 2025-10-21T11:24Z 37.5K followers, 24.6K engagements
"Is the fat lady about to sing at the $opra"
X Link @pennycheck 2025-10-21T17:29Z 37.5K followers, 19K engagements
"$CCCX bookmark"
X Link @pennycheck 2025-10-23T19:27Z 37.5K followers, 20.1K engagements
"@MartinShkreli this is a good take"
X Link @pennycheck 2025-10-24T00:18Z 37.5K followers, 5655 engagements
"$VELO +25% just another day"
X Link @pennycheck 2025-10-27T19:54Z 37.5K followers, 11.9K engagements
"Jensen today w/ infleqtion CEO $CCCX + $NVDA "the work that we're doing together is very important obviously. the message I am trying to say is that quantum and classical computing needs to works together.its becoming very clear the two industries need to work together as one.the work you guys do is deep science we do deep engineering you do deep science .i am excited about the work that we're doing together i won't ruin it by telling you guys what it is" there is no doubt he is talking specifically to matt he is the only quantum guy on that dais and of course he is looking at him the whole"
X Link @pennycheck 2025-10-28T15:35Z 37.5K followers, 163.1K engagements
"$DKNG I was (very) early on the trouble for $DKNG But at this point it is overdone imo Just a simple mans short at this point Unaware of the great legal peril kalshi is in now with todays mass ruling especially"
X Link @pennycheck 2025-10-28T19:56Z 37.5K followers, 11.2K engagements
"These posts and account might be one of the most fascinating things ive seen on this app Seems like a rocket designer in Iran in desperate need of comparable tech to two of my longs $LASR and $VELO but due to sanctions doesn't have access to the tech. Nice rabbit hole in these posts"
X Link @pennycheck 2025-10-29T02:09Z 37.5K followers, 15.3K engagements
"great stuff but a discussion of the current momentum in the courts against the entire fantastical legal premise of these contracts is integral to any short $DKNG discussion as well as the most recent CFTC letter was net bad for Kalshi. 36AGs have the knives out for Kalshi and I am not expert but the idea that the vikings covering the spread or wemby going over his points prop has some sort of economic consequence is laughable. I think at least in the short term given momentum in courts dkng is due for a bounce"
X Link @pennycheck 2025-10-29T13:13Z 37.5K followers, 11.9K engagements
"$LGN provides data center infra for all the X of the MAG7 that reported today $META Just took 2025 capex up to $7072B (from $6672B) and said compute needs expanded meaningfully vs last quarter with plans to build and rent capacity. Its funded by a real P&L: Q3 rev +26% to $51.4B; and theyre signaling even higher spend in 2026. Q2 already burned $17.0B on capex alone. OpEx guide rising too (2025 total expenses now $116118B). $GOOG Capex growth accelerated XX points sequentially to XX% YoY in Q3 to $XXXXX billion. Alphabet also raised its capex forecast from $XX billion to $91-93 billion up 75%"
X Link @pennycheck 2025-10-29T21:40Z 37.5K followers, 37.8K engagements
"$DKNG The Kalshi legal theory is such a joke these guys can't even keep a straight face when they say it on various podcasts The cracks are starting to show. You must read the report below"
X Link @pennycheck 2025-10-30T02:54Z 37.5K followers, 11.6K engagements
"$GOOG wow what a hidden edge for google ai"
X Link @pennycheck 2025-10-30T19:12Z 37.5K followers, 16.4K engagements
"ignore all the signs at your own peril"
X Link @pennycheck 2025-10-30T20:49Z 37.5K followers, 23.1K engagements
"there is only one way for the white house to truly put it's stamp on on-shoring quantum dominance and it's not through a token investment in your favorite quantum shitco it's through building a top DoD security cleared quantum chip fab not for a single company but for many"
X Link @pennycheck 2025-10-30T20:57Z 37.5K followers, 3794 engagements
"$LPTH CEO just posted this on linkedIN massive"
X Link @pennycheck 2025-10-30T22:44Z 37.5K followers, 19.3K engagements
"Nothing more exciting then deep diving and coming to a full understanding about the next big thing before anyone that covers stocks is even remotely aware of Counter drones--- Quantum sensing--- ---------"
X Link @pennycheck 2025-10-31T00:40Z 37.5K followers, 19.9K engagements
"@rizz_riley_ Coda"
X Link @pennycheck 2025-10-31T01:16Z 37.5K followers, 1624 engagements
"If your not sharp or discerning you can miss the difference between someone who 'pumps' and someone who consistently is weeks and in some cases months ahead of almost every single major market trend before it inflects and 10Xes $RKLB $UUUU $OUST $KTOS $DPRO $LPTH $ONDS $IONQ $OKLO $SMR etc etc etc All the receipts are there"
X Link @pennycheck 2025-10-31T02:51Z 37.5K followers, 2168 engagements
"$LPTH edit msg Germanium export restrictions do NOT apply to the recent trade truce. Put this together with the comments we highlighted yesterday from the $DRS CEO on the use of black diamond and a compelling picture pulls into view"
X Link @pennycheck 2025-10-31T12:41Z 37.5K followers, 9360 engagements
"All X of the mag X they provide data center infrastructure for all protecting to grow capex much higher than estimates They announced last night smart debt restructuring and all their main comps have smashed earnings including spxc today Feels like it should be higher Lgn"
X Link @pennycheck 2025-10-31T18:11Z 37.5K followers, 13.5K engagements
"@fundmyfund This is a recent IPO Their deck reads like a line of cocaine if you like that sort of thing"
X Link @pennycheck 2025-10-31T20:46Z 37.5K followers, XXX engagements
"@stocktalkweekly I remember like yesterday reading your stuff back when you started and hit me so hard 'this guy just sees the ball'"
X Link @pennycheck 2025-10-31T21:21Z 37.5K followers, 1748 engagements