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@YeahDrDave "@pennycheck $OSS has a great risk/reward and in general is an interesting play on environmentally hardened AI hardware"
X Link @YeahDrDave 2025-09-30T19:29Z 7940 followers, 2257 engagements

"@Proud_plants It did drop into the 40's and ETH was uniquely being annihilated. I was tied up with work and only had brief moments to throw in orders in chunks. Some of the fills I got were decent"
X Link @YeahDrDave 2025-10-11T02:41Z 7856 followers, XXX engagements

"Shout out to @vladtenev and the @RobinhoodApp team. Was able to put through large buy orders smoothly despite being after hours and mass carnage all while other exchanges fell apart"
X Link @YeahDrDave 2025-10-10T23:28Z 7970 followers, 19.5K engagements

"$BMNR / $ETH And there's the ETH $4400 level getting tested. Gotta scare the complacent a little bit. Pretty important level to hold. Took a swing position (through $ETHA). Below here and ETH falls back to old levels and it suggests risk off. Easy invalidation"
X Link @YeahDrDave 2025-10-09T03:54Z 7976 followers, 13.4K engagements

"The number of people calling me a top signal is rather reassuring. However the market does not care about my PNL nor yours. It's time to wake up and get serious. It is a generational event to live through any paradigm shift in human progress. Artificial Intelligence Energy Space Finance We are living through four generational events. Head down and grind. Let's not miss this once in a lifetime opportunity"
X Link @YeahDrDave 2025-10-09T19:25Z 7970 followers, 117.8K engagements

"$EOSE Short interest just updated. Two weeks ago the short interest was 30.32%. The new number is. XXXXX% Out of XXXXX million shares that were shorted only XXXX million covered OH MAH GAWD"
X Link @YeahDrDave 2025-10-10T02:38Z 7970 followers, 38.8K engagements

"$BMNR / $ETH I hope Tom Lee @fundstrat is diluting the shit out of me and buying this cataclysmic gift of a dip. To have your mNAV go up AND for $ETH to then get XX% cheaper is a dream scenario. I can be patient"
X Link @YeahDrDave 2025-10-11T21:48Z 7970 followers, 23.6K engagements

"If depends on your total capital and how you are allocated but generally my thought is that this is tax and capital inefficient in a raging bull market. At the end of the day you are actually keeping half of 3-5%. If you model it out you are likely underperforming. With this recent panic we had a big reset and that was the dip your cash would have been used for but it was/is tied up. Many names you could have bought with that $1M and held long term are now up 10-30%. There are also plenty new names to build positions in or add to. If a true mega dip comes your going to be assigned and in"
X Link @YeahDrDave 2025-10-14T01:49Z 7970 followers, 6691 engagements

"$CCCX Finally a Quantum name that's not a scam Up XX% in one week This one will be big. Has not even IPO'd yet. The only thing up in the air is potential post IPO shenanigans but that's not for another two months at least and the share lockup in this is some of the strongest I've ever seen"
X Link @YeahDrDave 2025-10-08T17:40Z 7885 followers, 38.3K engagements

"$EOSE Ridiculous XX% short interest while breaking out of a multi year consolidation and being an AI/power/battery play"
X Link @YeahDrDave 2025-10-07T13:11Z 7980 followers, 51K engagements

"$PATH UiPath Agentic AI will be the next phase of the AI revolution. One with more practical and tangible benefits. I have been slowly building a portfolio of these names. This beaten down stock has been grinding for years building robotic process automation and is now naturally evolving into agentic AI applications. After years of forming a base it is now showing early evidence of a turn around. Recent partnerships with OpenAI Nvidia and Snowflake were the first big signal. -A focus on practical enterprise-grade automation -Has over XXX clients actively developing agents on its platform -In"
X Link @YeahDrDave 2025-10-09T13:00Z 7970 followers, 31.9K engagements

"$EOSE $100B mega data center just revealed with $GOOGL and $AMZN. Look who is the battery supplier"
X Link @YeahDrDave 2025-10-04T22:25Z 7969 followers, 102.8K engagements

"$BMNR saw a move from $XX down to $XX on Friday. -XX% swing on one of the most traded and liquid stocks in the entire world. Likely THE retail favorite right now. The rebound will be quite something"
X Link @YeahDrDave 2025-10-12T17:18Z 7975 followers, 17K engagements

"$BMNR / $ETH Looks like half a billion so far"
X Link @YeahDrDave 2025-10-12T01:50Z 7970 followers, 6440 engagements

"$EOSE If only there was a full-stack fully American zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a sudden 10x revenue surge that the market has scoffed at What if its stock has a XX% short float"
X Link @YeahDrDave 2025-10-11T18:13Z 7970 followers, 148.9K engagements

"This was the reset. A full de-leveraging event. A cleanse. $SPY streak reset. $SPY highest daily volume since the April lows. $SPY biggest drop since April. $SPY engulfing the last XX days of trading in one candle. $ETH / $BTC / Crypto generational liquidation event. $BMNR -XX% swing. Leverage monkeys wiped out. That anxiety over "when dip" Gone. The worry over "this is too easy." Gone. Leverage gone margins called. Overbought conditions reset. All in one day. Now Tons of sidelined cash funds desperate to get back in before end of year reporting killer earnings season incoming more rate cuts"
X Link @YeahDrDave 2025-10-12T16:21Z 7970 followers, 24.3K engagements

"Head down and grind"
X Link @YeahDrDave 2025-10-06T22:22Z 7970 followers, 1M engagements

"$SPX/ $BMNR / $ETH ETH dropping below $4400 was my market wide risk barometer. After de-risking and easing off the gas lately I expected a few choppy down days with momentum names getting hit hardnot this total bloodbath. This massive cross-market plunge has accelerated my timelines especially the after-hours carnage. The liquidations margin calls and forced selling is a reset. Bought back in heavy during AH. I plan to deploy the remainder in the coming days"
X Link @YeahDrDave 2025-10-11T02:31Z 7970 followers, 8357 engagements

"Agreed and $BMNR is the best way to play this. Could we go lower Sure. However crypto just endured its biggest liquidation event in years (ever) and $SPX its largest sell-off in monthsall from a tweet and a watered down rehash of April. Compared to stocks $ETH is now even more "undervalued" in this new "tokenize the world" paradigm. Tons of sidelined cash funds desperate to get back in before end of year reporting killer earnings season incoming more rate cuts ahead. The pullback everyone's been anxious about Here it is"
X Link @YeahDrDave 2025-10-11T05:50Z 7970 followers, 26.8K engagements

"Imagine the numbers $HOOD pulled"
X Link @YeahDrDave 2025-10-11T05:22Z 7970 followers, 6977 engagements

"This was indeed a good time to grab $ASTS under $XX. Now I don't think we stay below $XXX for much longer. $ASTS is a $PLTR / $NVDIA etc. This company will be absolutely foundational for the AI revolution and the next step in humanity's progress"
X Link @YeahDrDave 2025-10-13T22:10Z 7970 followers, 12.9K engagements

"Will stop when the market tells me to stop"
X Link @YeahDrDave 2025-10-08T23:29Z 7970 followers, 646.3K engagements

"$EOSE Up XX% on the day. Shorts getting absolutely obliterated. The company has guided for a sudden x10 increase in revenue multiple times and the market/analysts/shorts basically called them liars. They re-affirmed the guidance again at the last earnings call"
X Link @YeahDrDave 2025-10-13T16:04Z 7970 followers, 26.1K engagements

"$ETH $BMNR $ETHA Raised cash yesterday in anticipation of a big crypto dip. Sold $4M of ETH (ETHA) at $4720. Kept $5M $BMNR Now buying this flush in a few non-crypto names. Will not deploy all of the profits back in. It's getting to be time to start to take the foot off of the gas and coast but not hitting the brakes yet. That will come soon. It's very important to see which names did not get hit much or that are rebounding well. Those are the names to look for at this stage of the bull run"
X Link @YeahDrDave 2025-10-07T16:42Z 7976 followers, 29.9K engagements

"$ASTS / $RKLB I still don't think the Golden Dome is priced in. How can it be How do you price in what will likely be one of the most expensive and largest scale projects humanity has undertaken Most people still have no idea how critical both of these companies will be"
X Link @YeahDrDave 2025-10-13T22:34Z 7970 followers, 14.1K engagements

"$CCCX The evidence was there. What makes this particularly compelling is that Infleqtion may be one of the first quantum plays you can hold for the long term. Now the real question is will this company be worth more than a certain beverage company turned quantum computing"
X Link @YeahDrDave 2025-10-09T16:39Z 7970 followers, 25K engagements

"$PYPL Thought about this for a bit and decided to take a small position in Paypal (Painpal). Chart and it's holders have been beaten to death the news and activity level on this name is ramping up and the company seems to be making a genuine attempt at a turn around. I liked the end of day move in particular with buyers stepping in to defend a level while the market dropped (instead of letting the stock limply dump back down as usual). Sensing a potential momentum shift here. Decided to play this today with options for the first time in a long time. I plan to use protective puts to hedge my"
X Link @YeahDrDave 2025-10-08T01:51Z 7970 followers, 38.4K engagements

"I transferred $3M into Robinhood in late March (then proceeded to eat -30%/$1M in two weeks with Liberation Day). My actual YTD in the market from January is +912.20% as of today"
X Link @YeahDrDave 2025-10-10T04:28Z 7970 followers, 43.5K engagements

"$BMNR / $ETH I intentionally reduced crypto exposure and furthermore did not add back after today's dip because I saw that it became too consensus that "BTC and ETH must immediately keep making new/higher ATH's". Also in these later market phases I think risk has to be carefully controlled and crypto was increasing the overall risk in my portfolio too much. I am kept my long-term $BMNR position but fully expected to eat some dirt on it in the short term. $ETH now back down at $4420 ( $BMNR $59) is a good risk defined re-entry as long as BTC also holds $120k. If crypto is just going to dump"
X Link @YeahDrDave 2025-10-08T04:37Z 7970 followers, 38.8K engagements

"$ASTS $RKLB As we only just begin to enter into the "Space Age" how should its essential infrastructure be valued What is a "fair" multiple for the technology that will move humanity into its next phase Is it comparable to the AI evolution we are experiencing now"
X Link @YeahDrDave 2025-10-08T13:18Z 7957 followers, 15.2K engagements

"$BMNR Alright now we ride"
X Link @YeahDrDave 2025-10-10T22:42Z 7970 followers, 50K engagements

"$CCCX is different Real revenue. Real investments from the US and UK governments. Real relationship with $NVDA. About to SPAC IPO. Wonder where all of this speculative money goes when word gets out there is an actual legit Quantum play"
X Link @YeahDrDave 2025-10-05T18:07Z 7980 followers, 47.5K engagements

"$CCCX Infleqtion Quantum but not vaporware -In development since 2007 -XXX employees (130 PhD physicist and engineers) across offices in US UK and Australia -Already makes money $30M trailing XX month revenue -$88M in cash about to raise $XXX million at listing -1.8B valuation vs the 20B of other quantum names -Working with US military CIA and UK -Partnered with $NVDA and will be a keynote speaker at the upcoming NVDA GTC AI conference/expo -XXX patents -Quantum applications in National Security/Resilience Space Energy AI Drug Discovery and Fintech Most important to me is their involvement in"
X Link @YeahDrDave 2025-10-04T20:50Z 7978 followers, 157.8K engagements