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@jwat_5 "Good day for my top semiconductor picks $LRCX $ARM both up over X% I saw the arm / $QCOM news but Im assuming I missed something today that sent Lam Research and semi-cap equipment flying"
X Link @jwat_5 2025-10-01T21:43Z XXX followers, XXX engagements

"$MBLY at Evercore ISIs Autonomous ADAS and AI Forum Takeaways 🚕 Mobileye believes they will be the second company after Waymo to remove the safety driver in the US when they launch commercially mid-2026 Confirmed that Nissan the Japanese OEM from the infamous flag slide ended up going with a different supplier (Wayve) in a down-scoped deployment (L2+) Confirmed that the South Korean OEM from the flag slide is in limbo potentially transitioning to other engagements 🩷 Lyft/Marubeni automaker will be picked soon VW is planning to start the one-year European certification process to allow"
X Link @jwat_5 2025-09-30T17:48Z XXX followers, XXX engagements

"$SNOW Palantir investors shaking in their boots at the idea of collaboration instead of non-existent competition"
X Link @jwat_5 2025-10-16T11:49Z XXX followers, XXX engagements

"Like I said average Palantir investor Benioff"
X Link @jwat_5 2025-10-16T12:26Z XXX followers, XX engagements

"Buying the lumber fear dip on $WY New housing construction and repair/remodel in the US and Canada has been in an unexpected and prolonged down cycle. But as with all cyclical industries it's a matter of when not if it will make a comeback. Buffett and Berkshire bought $DHI and $LEN because they know (1) the US is desperate for new affordable home builds and (2) the Trump administration will force down interest rates to support it. As the largest private timberland owner in the US $WY is another way to play the theme"
X Link @jwat_5 2025-08-19T16:13Z XXX followers, XXX engagements

"August Portfolio Update Performance: XX% YTD XX% 1Y XX% 2Y Benchmark (SPY): XX% YTD XX% 1Y XX% 2Y New - $WY - $ABTC - $EVAV Exited - $AVAV - $RELY Commentary - There is no second best so it shouldn't be long before $IREN is my largest holding (currently at 16%). I've been grappling/coming to terms with the fact that despite being up over XXX% on $IREN it's still scratching the surface of the AI cloud opportunity ahead of it. No other company has the vertical integration of land power infrastructure and cloud. I could go on forever but I'll also say I love the founder-led startup approach to"
X Link @jwat_5 2025-09-04T00:32Z XXX followers, 1522 engagements

"$SCHW highlights - Core Net New Assets: $137.5B; UP +44% YoY - 1M new brokerage accounts for the fourth straight quarter Quietly executing ✅"
X Link @jwat_5 2025-10-16T11:58Z XXX followers, XXX engagements

"@xairsman @DeItaone Let me Google that for you"
X Link @jwat_5 2025-10-16T14:48Z XXX followers, XX engagements

"Initiated a new position in Cathedra Bitcoin today $CBTTF $CBIT 🥳 Since my only Bitcoin and Bitcoin-adjacent plays have been $IREN and spot $BTC I've been in the market for another Bitcoin-related company that meets my governance and operations criteria (e.g. a competent board and non-egregious management compensation). Quick investment thesis: 1/ Cathedra is relatively small compared to other public miners with X data centers that include 95MW of power under management and 45MW of owned power capacity. But despite their relative size I like how theyve structured their hosting agreements to"
X Link @jwat_5 2025-02-26T04:34Z XXX followers, 2864 engagements

"$LYFT DoorDash partnership Penetration is only XX% despite similar benefits to a standard Lyft Pink membership. X% off on-demand rides XX% off scheduled airport rides and two free priority pickups per month. Brewer also highlighted that other partnerships (Hilton Alaska/Hawaiian Bilt) are no more than XX% penetrated. Plus United coming online soon. Such a long growth runway for Lyft based on partnerships alone"
X Link @jwat_5 2025-10-18T22:08Z XXX followers, XXX engagements

"$LYFT Q3/Q4 outlook"
X Link @jwat_5 2025-10-19T00:59Z XXX followers, XXX engagements