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@PSInvestor Avatar @PSInvestor Patient Investor

Several companies are releasing their earnings reports, with some beating expectations, such as $TEM, $ALAB, $ZETA, and $HUBS. Others, like $IONQ and $EOSC, missed expectations. $FUBO's stock is experiencing significant activity, with a short squeeze possible and a potential boost in subscribers due to a dispute between $DIS and YouTube TV.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% cryptocurrencies XXXX% countries XXXX% automotive brands XXXX% celebrities XXXX% fashion brands XXXX% travel destinations XXXX% agencies XXXX%

Social topic influence $nvda #779, ai 8.47%, $avgo #523, china 3.7%, target 3.17%, $achr #28, $orcl #474, $spx #303, $ibta #41, ark #771

Top accounts mentioned or mentioned by @fantstockleague @kaizeninvestor @mrlongterm @kaizen_investor @accountingds @stevo_12 @robinhoodapp @brodieinvests @monicasing23816 @midlclassmoney @strawhattrade @jrouldz @createprofit @mikealfred @circlezerow @nvidia @anduriltech @investorjelle @jeromepowwpoww @apollo21mil

Top assets mentioned NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Archer Aviation Inc. (ACHR) Oracle Corporation (ORCL) SPX6900 (SPX) Ibotta, Inc. (IBTA) Iridium Communications Inc. (IRDM) Novo-Nordisk (NVO) retard to retired (R/R) Tesla, Inc. (TSLA) Metadium (META) Teradyne, Inc. (TER) Navitas Semiconductor Corporation Common Stock (NVTS) Bullish (BLSH) GeneDx Holdings Corp. Class A Common Stock (WGS) Adaptive Biotechnologies Corporation Common Stock (ADPT) Robinhood Markets, Inc. (HOOD) Super Micro Computer, Inc. Common Stock (SMCI) QuantumScape Corporation (QS) Tempus AI, Inc. Class A Common Stock (TEM) ArbitrageCT (ARCT) Pure Storage, Inc. (PSTG) Apple, Inc. (AAPL) ARK 21Shares Bitcoin ETF (ARKB) Viasat Inc (VSAT) Lululemon Athletica Inc (LULU) The XX% Community (99) fuboTV Inc. (FUBO) Advanced Micro Devices (AMD) MARA Holdings, Inc. (MARA) Grab Holdings Limited Class A Ordinary Shares (GRAB) Sandisk Corporation Common Stock (SNDK) Interpublic Group of Companies Inc (IPG) S&P Global Inc (SPGI) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Synopsys, Inc. (SNPS) Marvell Technology Inc (MRVL) GitLab Inc. Class A Common Stock (GTLB)

Top Social Posts

Top posts by engagements in the last XX hours

"@accounting_ds $MARA held since 2022 sold it then got into $BLSH and got wrecked. Hate it but already hedged"
X Link 2025-12-06T16:27Z 1165 followers, XXX engagements

"$NVDA TRUMP SAID THE U.S. WILL ALLOW NVIDIA TO SHIP H200 CHIPS TO APPROVED BUYERS IN CHINA UNDER NEW RULES THAT INCLUDE A XX% PAYMENT BACK TO THE U.S. CALLING IT A DEAL THAT BOOSTS NATIONAL SECURITY JOBS AND TAXPAYERS WHILE REVERSING BIDEN-ERA CHIP RESTRICTIONS. - TRUTH SOCIAL"
X Link 2025-12-08T21:35Z 1168 followers, 22.8K engagements

"ARK Invest trades for 2025-12-08 Buy: $BIDU $WGS $WRD $TEM $ARCT Sell: $TSLA $ADPT $IBTA"
X Link 2025-12-09T01:27Z 1164 followers, XXX engagements

"$NVDA Chinas STAR Market looks set to open down over X% as the U.S. greenlights NVIDIA H200 chip exports to the country. Will the companies accept or will President Xi deny and demand a higher version to finalize the trade deal Still nothing is finalized"
X Link 2025-12-09T01:33Z 1166 followers, XXX engagements

"Two Governments One Chip: Rethinking Nvidias China Upside China just reminded everyone that Trumps H200 approval was not a free pass. The FT is reporting that Beijing plans to limit access to $NVDA Nvidias H200 chips even after U.S. approval by forcing Chinese buyers through an approval process where they must explain why local hardware cannot meet their needs. So you now have two gatekeepers on the same product: Washington decides which Chinese entities are approved to buy H200 and takes XX% of the revenue. Beijing then decides which of those buyers are allowed to actually use the chip and"
X Link 2025-12-09T17:31Z 1168 followers, XXX engagements

"$TLSA a must 'BUY'"
X Link 2025-10-13T17:54Z 1174 followers, XXX engagements

"Grab Holdings $GRAB reports strong Q3 2025 results with a XX% revenue increase to $873M and a $17M profit. On-Demand GMV grew XX% to $5.8B. Analysts rate $GRAB a Buy with a $XXXX target. Robust financials but caution advised due to high P/E ratio"
X Link 2025-11-04T13:04Z 1171 followers, XXX engagements

"$TLSA @elonmusk let fking go"
X Link 2025-11-06T21:55Z 1175 followers, XXX engagements

"$SNDK SanDisk to replace $IPG Interpublic in the S&P 500"
X Link 2025-11-24T22:56Z 1166 followers, XXX engagements

"$SPGI Launched $X Bln Debt Offering In X Parts: - $XXX Mln 5Y FXD At +58 - $XXX Mln 10Y FXD At +73"
X Link 2025-12-01T18:17Z 1175 followers, XXX engagements

"$CRDO Earnings EPS XXXX vs XXXX (Beat by 34%) Revenue $268.027M vs $234.99M (Beat by 14%) Performance EPS up XXX% YoY up XX% QoQ Revenue up XXX% YoY up XX% QoQ"
X Link 2025-12-01T21:19Z 1173 followers, XXX engagements

"$NVDA x $SNPS just announced a big step up in their partnership and it is more than a simple AI collab headline. What actually happened NVIDIA and Synopsys signed a multiyear strategic partnership to re-engineer engineering and design across industries using GPU acceleration + AI. As part of the deal NVIDIA is investing $X billion into Synopsys common stock at $XXXXXX per share giving it a small but meaningful equity stake. The focus is to move todays CPU-bound simulations and EDA workflows onto CUDA GPUs agentic AI and Omniverse-based digital twins at a scale that was not practical before."
X Link 2025-12-02T12:45Z 1175 followers, XXX engagements

"$ACHR just dropped another big piece into its dual-use play. Archer announced an exclusive collaboration with Karem Aircraft that gives it access to key parts of Karems advanced military-grade rotor and tiltrotor tech for Archers next-generation autonomous hybrid-propulsion VTOL platform. The goal is simple: take Karems Army-validated tiltrotor technology and fuse it with Archers own hybrid-electric powertrain autonomy stack and aero design so they can replace legacy vertical-lift platforms across the U.S. and allied militaries while still serving commercial missions. Archer is targeting a"
X Link 2025-12-02T14:00Z 1175 followers, 1004 engagements

"$MRVL EPS XXXX vs XXXX (beat 3%). Revenue $2.075B vs $2.07B (rough beat). EPS +77% YoY rev +37% YoY; QoQ: EPS +13% rev +3%. Sentiment: neutral"
X Link 2025-12-02T21:07Z 1175 followers, XXX engagements

"$GTLB EPS XXXX vs XXXX (beat 25%). Revenue $244.4M vs $239.3M (beat 2%). EPS +9% YoY rev +25% YoY; QoQ: EPS +4% rev +4%"
X Link 2025-12-02T21:08Z 1176 followers, XXX engagements

"$PSTG Q3 FY2026 Earnings EPS XXXX vs XXXX (In line) Revenue $964.5M vs $956.5M (Beat by 1%) Performance EPS up XX% YoY up XX% QoQ Revenue up XX% YoY up XX% QoQ"
X Link 2025-12-02T21:11Z 1173 followers, XXX engagements

"Wild reshuffle at the very top of the market-cap table. While $NVDA has been slipping and giving back some of its recent gains $AAPL is quietly closing in on the #1 spot. Right now: $NVDA $4.41T $AAPL $4.26T At the same time $AVGO has now moved ahead of $META: $AVGO $1.78T $META $1.62T AI infrastructure and cloud spend are literally rewriting the mega-cap rankings in real time. The leaders are the ones selling the picks and shovels into this AI build-out"
X Link 2025-12-03T15:45Z 1167 followers, XXX engagements

"ARK Invest trades for 2025-12-03 Buy: $WGS $SHOP $BLSH $RXRX $WRD $KDK Sell: $ROKU $IRDM $IBTA"
X Link 2025-12-04T01:03Z 1177 followers, XXX engagements

"ARK Invest trades for 2025-12-05 Buy: $BIDU $TTD $WGS $SYM $WRD $KDK $PSTG $HOOD $ARKB $TEM $ILMN $ARCT $NRIX Sell: $IRDM $META $TSLA $IBTA $TER $ADPT"
X Link 2025-12-06T16:23Z 1175 followers, XXX engagements

"Trust me it felt like I am smarter than him and don't have enough people listening hahah. Honestly the following is definitely not someone who knows the ABCD of finance or investment and they would rather stick to this guy and get preached. Man you need to steal those followers. You are just amazing bro 🙏🏻🫶🏻❤"
X Link 2025-12-07T16:40Z 1175 followers, XX engagements

"The only earnings I'm watching this week are $AVGO"
X Link 2025-12-08T04:29Z 1170 followers, XXX engagements

"$NVTS Navitas Semiconductor and Cyient Semiconductors just set up a long-term partnership to push GaN power technology across Indias AI mobility industrial and energy markets. The stated goal is simple: build a full GaN ecosystem in India from design to local supply chain and ride the policy tailwind around Semicon India and Make in India. The release lays it out clearly. They want to co-develop GaN products digital and mixed-signal ICs GaN-based system modules and design enablement platforms aimed at high-voltage high-power segments like AI data centers EVs high-performance compute grid"
X Link 2025-12-08T16:40Z 1176 followers, 1354 engagements

"@Jeromepowwpoww I have $hura $PRME and $NVO Any suggestions ill look into it. Thanks brother"
X Link 2025-12-09T14:29Z 1166 followers, XXX engagements

"US JOLTS Job Openings Oct: 7.670M (est 7.117M; prev 7.658M ) - Quits Level: 2.941M (est 3.150M; prev 3.128M) US JOLTS Job Openings Sep: 7.658M (prev 7.227M) - Quits Level: 3.128M (prev 3.091M)"
X Link 2025-12-09T15:13Z 1175 followers, XX engagements

"@Create_Profit $lidr"
X Link 2025-12-09T18:41Z 1173 followers, XX engagements

"$BRZE Q3 FY2026 Earnings EPS XXXX vs XXXX (Miss by 14%) Revenue $190.84M vs $184.08M (Beat by 4%) Performance EPS up XXX% YoY down XX% QoQ Revenue up XX% YoY up X% QoQ"
X Link 2025-12-09T21:07Z 1175 followers, XXX engagements

"$AVAV Q2 FY2026 Earnings EPS XXXX vs XXXX (Miss by 44%) Revenue $472.51M vs $465.63M (Beat by 1%) Performance EPS down X% YoY up XX% QoQ Revenue up XXX% YoY up X% QoQ"
X Link 2025-12-09T21:08Z 1177 followers, XXX engagements

"$SMCI Supermicro just quietly leveled up its Blackwell story again. They announced new liquid-cooled $NVDA NVIDIA HGX B300 systems in two flavors: a 4U system for standard XX racks and a 2-OU OCP system for XX Open Rack V3 both now ready for high-volume shipment. The 4U HGX B300 targets classic data centers. One rack can hold up to XX Blackwell GPUs and Supermicros DLC-2 direct liquid cooling reportedly captures up to XX% of system heat which means less spend on chillers and more room in the power budget for GPUs. The new 2-OU OCP HGX B300 is the hyperscaler toy. It uses the XX ORV3 spec and"
X Link 2025-12-10T03:33Z 1177 followers, XXX engagements

"$NVDA Chinas AI race just got another plot twist. Reports say DeepSeek is building its next model on smuggled Nvidia Blackwell GPUs hardware that is explicitly banned from export to China. The chips were first installed in data centers in countries where sales are allowed then the servers were dismantled and the GPUs shipped into China in pieces. DeepSeek is not some fringe lab. It is a hedge-fund backed startup that has already shipped multiple open-weight models claimed GPT-4-class performance in some benchmarks and reportedly trained earlier generations for a fraction of Western training"
X Link 2025-12-10T14:26Z 1174 followers, XXX engagements

"Jeff Bezos is taking the AI power problem literally off planet. WSJ says Blue Origin has been working for over a year on orbital AI data centers while SpaceX is pitching investors on Starlink satellites that can host AI compute payloads at a valuation target near $800B. The idea is simple on paper: use space for cheap continuous solar avoid land and cooling bottlenecks on Earth and beam results back down. Reality is harder. Power density radiation hardware refresh cycles and launch costs still make orbital compute way more expensive than a Blackwell rack on the ground. Even Bezos has said"
X Link 2025-12-10T17:47Z 1173 followers, XX engagements

"FED POWELL: PEOPLE SEE EITHER HOLDING OR CUTTING NOT A RATE HIKE; DOESNT EXPECT A SHARPER EMPLOYMENT DOWNTURN WITH RATES IN PLAUSIBLE NEUTRAL RANGE AND SAYS PROGRESS HAS BEEN MADE THIS YEAR IN NON-TARIFF AREAS"
X Link 2025-12-10T19:53Z 1175 followers, XXX engagements

"$ORCL Q2 FY2026 Earnings EPS XXXX vs XXXX (Beat by 38%) Revenue $16.058B vs $16.19B (Miss by 1%) Performance EPS up XX% YoY up XX% QoQ Revenue up XX% YoY up X% QoQ"
X Link 2025-12-10T21:10Z 1174 followers, XXX engagements

"Has $ORCL domino effect already started for $NVDA and others I feel it will bounce back. It can't stay down there forever. I really feel $ORCL is a good time to get in again. I've been out for a year now and it feels like a good time"
X Link 2025-12-10T21:31Z 1175 followers, 2510 engagements

"US HOUSE PASSES $901B NDAA DEFENSE BILL IN A 312112 VOTE; SENATE CONSIDERATION IS NEXT. 👀"
X Link 2025-12-10T22:37Z 1174 followers, XXX engagements

"@monicasing23816 Holly Dude you just cooked something up that @NavitasSemi should think about. Who knows in the futuremaybe 3-4 yearsit could happen. I loved the thought"
X Link 2025-12-10T23:29Z 1177 followers, XX engagements

"$ACHR Accelerating Air Taxi Adoption in Saudi Arabia Saudi Arabias @ksagaca has announced plans to work with us to create a regulatory pathway for eVTOL commercialization in the Kingdom. They will be adopting an acceptance program that mirrors the FAA and DOTs eVTOL Implementation Pilot Program to establish early operations across the country. We plan to work in conjunction with the GACA to conduct pre-certification flights designed to validate regulatory approaches and support type-certification progress on the path of acceptance for electric air taxi services. This approach aims to enable"
X Link 2025-12-11T00:08Z 1175 followers, XXX engagements

"ARK Invest trades for 2025-12-10 Buy: $NRIX Sell: $IRDM $TER $IBTA $ADPT"
X Link 2025-12-11T01:10Z 1177 followers, XXX engagements

"$MSFT Announcing new collaborations Microsoft teams up with Cognizant Infosys TCS and Wipro to advance agentic AI implementation"
X Link 2025-12-11T05:44Z 1177 followers, XXX engagements

"@MidlClassMoney @fantstockleague @Apollo_21mil @TimproviseDIY @polaronfinance @StrawHatTrade @BrodieInvests @cmachdop It will V shape in a month for sure. Its really hard to keep a beast down"
X Link 2025-12-11T15:36Z 1177 followers, XX engagements

"US 30-Year Bond Sale: - High Yield Rate: XXXXX% (prev 4.694%) - Bid-Cover Ratio: XXXX (prev 2.29) - Direct Accepted: XXXX% (prev 14.5%) - Indirect Accepted: XXXX% (prev 71.0%) - WI: 4.774%"
X Link 2025-12-11T18:04Z 1175 followers, XXX engagements

"So $SPX just reached ATH 6898. A new high has been formed above 6700. 7000 is not so far"
X Link 2025-12-11T20:22Z 1176 followers, XXX engagements

"@jrouldz @sub_marine_x @accounting_ds Love it"
X Link 2025-12-11T21:05Z 1173 followers, XX engagements

"$LULU Q3 FY2026 Earnings EPS XXXX vs XXXX (Beat by 17%) Revenue $2.566B vs $2.48B (Beat by 3%) Performance EPS down XX% YoY down XX% QoQ Revenue up X% YoY up X% QoQ"
X Link 2025-12-11T21:07Z 1175 followers, XXX engagements

"$AVGO Broadcom target price lifted to $XXX by Piper Sandler up from $XXX. We almost reached $XXX today; I saw it once"
X Link 2025-12-12T03:59Z 1173 followers, XXX engagements

"$AVGO Broadcom stock target lifted to $XXX from $XXX by Melius Research. $73B backlog is only going to keep growing"
X Link 2025-12-12T04:14Z 1175 followers, XXX engagements

"@MrLongTerm So much pain in this Image"
X Link 2025-12-12T04:16Z 1175 followers, XX engagements

"Piper Sandler boosts $LULU Lululemon price target to $XXX up from $XXX. I still have to shop this quarter $XX at Lululemon from $AXP"
X Link 2025-12-12T04:22Z 1175 followers, XXX engagements

"@DeepIceValue I bought $NVO just two weeks ago. Best thing $ADBE na it stinks"
X Link 2025-12-12T07:47Z 1176 followers, XXX engagements

"@MrLongTerm Yes For ali and bytedance"
X Link 2025-12-12T15:45Z 1176 followers, XX engagements

"@Investor_Jelle $NVO"
X Link 2025-12-12T17:46Z 1177 followers, XXX engagements

"$NP set to open at 22$-24$"
X Link 2025-10-01T14:26Z 1177 followers, XXX engagements

"Aurora Innovation $AUR quietly had a big day. Stock closed up about X% today on the back of fresh insider buying and some solid operational progress. CEO Christopher Urmson just bought 258000 shares on Nov XX bringing his total stake to over 5.7M shares. Thats not a token grant or RSU drip. Thats real cash real skin in the game. Insider buying like this doesnt guarantee anything but it does tell you one thing very clearly: the person with the best visibility into Auroras roadmap is choosing to own more at these prices not less. I dont chase every pop but I do pay attention when founders and"
X Link 2025-12-03T18:44Z 1178 followers, 1353 engagements

"S&P XXX $SPY Add: $CRH $CVNA $FIX Remove: $LKQ $SOLS $MHK S&P MidCap XXX Add: $ULS $PINS $BAH $SPXC $DY $BWA $HL Remove: $FIX $UAA $UA $POWI $PRGO $IRDM $VAC $NSP S&P SmallCap XXX Add: $PRIM $CWST $INDV $HE $LKQ $SOLS $MHK $UAA $UA $POWI $PRGO $IRDM $VAC $NSP Remove: $SPXC $DY $BWA $HL $RC $SITC $THRY $HELE $ASIX $RGR $MGPI $CEVA $SCVL This is a big reshuffle across all three S&P indices"
X Link 2025-12-05T22:43Z 1177 followers, XXX engagements

"AI at the Aisle: How Supermicro and NVIDIA are Rewiring Retail Everyone talks about AI in retail as if it is just smarter coupons and better ad targeting. What $SMCI Supermicro and $NVDA NVIDIA are pitching here is different. It is a full physical store stack where cameras sensors and servers are actually running real models at the edge not just sending everything back to a data center to think about it later. AI in retail is not small anymore. Depending on who you ask global AI in retail is already somewhere in the XX to XX billion dollar range in 2024 and is projected to grow at around 25"
X Link 2025-12-08T22:06Z 1178 followers, 2814 engagements

"QSE-5 Cobra and Eagle Line: QuantumScapes Quiet Step Toward Scale $QS QuantumScape just ticked off a real milestone and this one actually matters for the can this ever be a real business question. Theyve finished installing the key equipment for higher-volume QSE-5 cell production in San Jose and formally stood up the Eagle Line a highly automated pilot line that is meant to be the foundation for future gigawatt-hour-scale production by their licensing partners. Let me explain: this is the hard infrastructure step between beautiful slide deck and somebody can actually build thousands or"
X Link 2025-12-09T17:47Z 1178 followers, 5151 engagements

"BREAKING: Elon Musk's SpaceX is reportedly preparing for a 2026 IPO that would raise $XX billion and value the company at $XXX trillion. This would make SpaceX the largest IPO in history. Lfg Waiting for so long now"
X Link 2025-12-09T20:52Z 1178 followers, 27.5K engagements

"$CBRL Q1 FY2026 Earnings EPS -XXXX vs -XXXX (Miss by 1%) Revenue $797.19M vs $800.28M (Miss by 0.4%) Performance EPS down XXX% YoY down XXX% QoQ Revenue down X% YoY down X% QoQ"
X Link 2025-12-09T21:06Z 1177 followers, XXX engagements

"An Airport an Olympics and a Shot at Real Cash Flow $ACHR Archer just went from borrowing runway to owning the whole field. The company has completed the first phase of its Hawthorne deal taking over the master lease from the City of Hawthorne along with the associated subleases. That gives Archer effective control of the real estate that makes up Hawthorne Airport a historic 80-acre site with about 190000 square feet of terminal office and hangar space less than three miles from @flyLAXairport and right next to @SoFiStadium @IntuitDome The Forum and downtown Los Angeles. The company calls"
X Link 2025-12-10T00:46Z 1178 followers, 1827 engagements

"Navitas Is Not Building GPUs. It Is Wiring the AI Factory AI factories are about to get an 800-volt power upgrade and $NVTS Navitas just locked itself in as one of $NVDA NVIDIAs key silicon partners for that shift. Here is what I took away from the whitepaper and the recent press around it plus how the collaboration actually works in practice. The problem they are solving AI data centers are turning into power plants with GPUs attached. The whitepaper starts with a simple set of numbers: Global data centers have roughly doubled over the last decade to about 7000 sites. By 2026 they are"
X Link 2025-12-10T21:21Z 1178 followers, 2354 engagements

"Today's earnings call from $AVGO will set another tone after $ORCL earnings in AI industry"
X Link 2025-12-11T15:26Z 1177 followers, XXX engagements

"@fantstockleague @Apollo_21mil @TimproviseDIY @polaronfinance @StrawHatTrade @MidlClassMoney @BrodieInvests @cmachdop $LAES i guess 🤣"
X Link 2025-12-11T15:30Z 1177 followers, XXX engagements

"$NVDA X $LMT"
X Link 2025-12-11T15:39Z 1177 followers, XXX engagements

"The Fed chair did say a positive outlook for one more rate cut and that has not been priced in yet. Let that sink in $SPX $NVDA $ORCL $META"
X Link 2025-12-11T15:42Z 1177 followers, XXX engagements

"@jrouldz What goes up has to come down sometimes. It's okay it's better it's getting pulled in not so bull market don't you think New base in a bear market that's amazing"
X Link 2025-12-11T16:13Z 1177 followers, XXX engagements

"$ACHR looks beautiful with a desert backdrop"
X Link 2025-12-11T16:26Z 1177 followers, XX engagements

"$RR X $NVDA"
X Link 2025-12-11T16:49Z 1177 followers, XXX engagements

"$NVDA NVIDIA TO HOST SUMMIT ON DATA-CENTRE POWER SHORTAGES THE INFORMATION $CIFR $APLD $IREN $NBIS"
X Link 2025-12-11T18:13Z 1178 followers, XXX engagements

"WHITE HOUSE ON NVIDIAS H200: CHIPS WILL BE SHIPPED ONLY TO APPROVED CUSTOMERS IN CHINA $NVDA same news no new development"
X Link 2025-12-11T18:46Z 1177 followers, XX engagements

"$AVGO Q4 FY2025 Earnings (expected) EPS XXXX (expected) Revenue $17.46B (expected)"
X Link 2025-12-11T19:09Z 1177 followers, XXX engagements

"Cough Cough Recovery happening $SPX $NDX $NVDA $RUT $RR $RKLB $TE"
X Link 2025-12-11T19:26Z 1177 followers, XXX engagements

"BREAKING: President Trump is preparing to roll out large new tax breaks for corporations focused on R&D. The proposal would: Restore full expensing of R&D and allow companies to take the deduction immediately instead of amortizing it over years Make the change retroactive creating about $XX billion in R&D deductions that companies can claim for prior years Effectively hand back a chunk of cash to firms that have been carrying higher tax bills since the 2022 R&D amortization rules kicked in This hits three big groups: Large-cap tech and AI companies with heavy R&D budgets Industrials pharma"
X Link 2025-12-11T19:43Z 1177 followers, XX engagements

"$SPX $6901$ ALL-TIME FUCKING HIGH. We are just $XX away from 7000. No one thought we would reach this far but we did and 7000 is not far. This is a Santa rally with rotationnot in the AI market but in other sectors: mining minerals silver drones space etc. just not heavy AI"
X Link 2025-12-11T21:02Z 1177 followers, XXX engagements

"$COST Q1 FY2026 Earnings EPS XXXX vs XXXX (Beat by 5%) Revenue $67.307B vs $67.12B (Beat by 0.3%) Performance EPS up XX% YoY down XX% QoQ Revenue up X% YoY down XX% QoQ"
X Link 2025-12-11T21:16Z 1177 followers, XXX engagements

"$AVGO If it holds $SPX will soon reach $7000 and once the beast $NVDA wakes up nothing is stopping this trainuntil investors realize $NVDA is not to be underestimated"
X Link 2025-12-11T21:21Z 1177 followers, XXX engagements

"US stocks shook off early AI-driven volatility as dip buyers lifted the S&P XXX to a fresh record even as Oracles heavy AI capex spooked tech and dragged Nvidia and the broader mega-cap trade. $ORCL $NVDA"
X Link 2025-12-11T21:34Z 1177 followers, XXX engagements

"$NVDA Nvidias CEO is now being pulled into the political crossfire over China chip sales. Senator Elizabeth Warren is calling for Jensen Huang and Commerce Secretary Lutnick to testify after Trump approved exports of the H200 AI chip to vetted buyers in China with the U.S. government taking a XX% cut of the revenue. The move came the same day DOJ announced a crackdown on smuggling of those same chips which is exactly whats driving the backlash. H200 is NVIDIAs second-most advanced data-center GPU. Blackwell and Rubin stay restricted but reopening China even partially matters for revenue and"
X Link 2025-12-12T01:40Z 1177 followers, XXX engagements

"$QS just made a real change. QuantumScape told the NYSE it will voluntarily move its listing to Nasdaq. Trading on NYSE ends at the close on Dec XX 2025 and starts on Nasdaq at the open on Dec XX 2025. Ticker stays QS. The move includes all publicly traded QS securities. The company has met Nasdaq listing requirements and expects no disruption. What this does and does not for shareholders: It does not change the business. No new revenue battery milestone or customer contract. Listing venue does not change cash burn or time-to-scale. P&L impact is usually a rounding error mostly exchange and"
X Link 2025-12-12T08:25Z 1178 followers, XXX engagements

"Barclays raised Robinhoods $HOOD PT to $XXX from $XXX and reiterated Overweight. The firm updated 2026 targets across brokers and exchanges citing a constructive market outlook next year particularly for alternative asset managers and wealth brokers while seeing a more mixed setup for exchanges and traditional managers"
X Link 2025-12-12T14:16Z 1178 followers, XX engagements

"$NVO Novo Nordisk launched Ozempic in India at $XXXXX per week for a XXXX mg dose aiming to capture growth in the country's expanding diabetes and obesity market"
X Link 2025-12-12T15:51Z 1177 followers, XXX engagements

"Mayday Mayday Houston we have a problem. $SPX down $NDX down $RUT down $BTC down Everything is red at the same time so either the market found new information or the sell button is just stuck again. Im staying calm. Days like this are the price of buying.🤞 Its not a sprint its a marathon. $NVDA $BTC $GOOGL $META $SMCI $AAPL $RR $AMD $LCID $QS $MU $VSAT $AVGO $CDNS $RGTI $FUBO $TSLA $TER $ACHR $APLD $HIMS $AMZN $CIFR $RKLB $SGOV $HOOD $FIG $OPEN $FCEL $PTRN $SMR $RBRK $FRMI $LEAS $LIDR $SPY $SPX $NDX $RUT $ASST"
X Link 2025-12-12T16:21Z 1178 followers, XXX engagements

"Sacks sees China not accepting H200 calling it a lagging chip. Why would they $NVDA"
X Link 2025-12-12T17:08Z 1177 followers, XXX engagements

"$RIVN bull @hamids liking my coments makes my day. Just because of him I am in this. I am actually loving the new innovation of $RIVN making my wife ready to buy @Rivian next year. She needs demo first"
X Link 2025-12-12T18:21Z 1178 followers, XXX engagements

"@jrouldz NDAA has made defense stocks gone wild. Love it. The next theme is defense and space"
X Link 2025-12-12T18:46Z 1177 followers, XX engagements

"PSInvestor's Portfolio Quantum $LAES $19000$16908-11.0% 🔴 $NVTS $17000$15914-6.4% 🔴 $RKT $15000$15012+0.1% 🟢 $PLUG $13000$14558+12.0% 🟢 $LIDR $11000$10245-6.9% 🔴 $FUBO $9000$8530-5.2% 🔴 $ZS $7000$6775-3.2% 🔴 $RR $5000$5229+4.6% 🟢 $KOPN $3000$3000+0.0% 🟢 $KULR $1000$1026+2.6% 🟢 TOTAL PORTFOLIO VALUE: $97196 🔴-2.80% @fantstockleague"
X Link 2025-12-12T18:51Z 1178 followers, XXX engagements

"@stocksinmind123 $ACHR"
X Link 2025-12-12T19:38Z 1177 followers, XX engagements

"Keep attacking and manipulate the stocks all you fake news AI will bounce back. $NVDA $ORCL $AMD"
X Link 2025-12-12T19:40Z 1177 followers, XXX engagements

"@mikealfred Lets go. Great indeed to buy i had a good shopping day.more $NVO Been waiting like why is there no post from you. Hope you having good time in AUS or you back in US. Happy weekends. Brother"
X Link 2025-12-12T20:20Z 1177 followers, XXX engagements

"I am loving how @RichtechRobots is getting more love from $NVDA robotics page. Very underrated and undervalued company. $RR 2026 🫶🏼💪🏼"
X Link 2025-12-12T20:21Z 1177 followers, XXX engagements

"BREAKING: President Trump says he is leaning toward choosing either former Fed Governor Kevin Warsh or White House Economic Advisor Kevin Hassett as the next Fed Chair. X% should be the rate"
X Link 2025-12-12T20:51Z 1178 followers, XXX engagements

"This is exactly what I was talking about this morning. @JaguarAnalytics explains it way better and he makes a solid point: buying isnt always the right move even when it feels like it. Im going to work on being more intentional instead of having a trigger finger. Give it a full listen. Its worth your time. And if youre not following him you should. He shares real wisdom and its rare these days to get that level of perspective from experienced investors. Its a lot to digest so take your time with it. Its not a sprint its a marathon"
X Link 2025-12-12T21:03Z 1178 followers, XXX engagements

"ARK Invest trades for 2025-12-12 Buy: $HOOD $XYZ $BLSH $SLMT $DE $LHX $ISRG $RBRK $ARKB $SDGR Sell: $IRDM $TSLA $TER $IBTA $SOFI"
X Link 2025-12-13T01:19Z 1178 followers, XXX engagements

"Navitas XXX Gets a Distribution Backbone $NVTS Navitas + $AVT Avnet: wiring the AI power stack into a real channel Navitas just turned Avnet into its globally franchised distributor. That sounds like boring plumbing but for a tiny power semi trying to ride the AI data center and electrification waves this is a big structural move. Here is how I see it. Navitas today Navitas is a pure-play wide-bandgap power semi company: GaNFast GaN ICs plus GeneSiC high-voltage SiC. They sit in the power path not the compute path. 2024 revenue was $83.3M up X% YoY with a GAAP operating loss of $130.7M and"
X Link 2025-12-13T01:35Z 1178 followers, XXX engagements