[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@StockSavvyShay Avatar @StockSavvyShay Shay Boloor

NVIDIA ($NVDA) continues to dominate the AI landscape, with its market value now surpassing several major tech companies and its CEO announcing a massive $XXX billion business opportunity over the next six quarters. Tesla ($TSLA) is also making significant strides in AI, with Elon Musk announcing plans to build a X million-unit Optimus line and a XX million-unit line, marking a major milestone in humanoid robotics. Several other companies, including Palantir ($PLTR), Amazon ($AMZN), and Microsoft ($MSFT), are also advancing their AI capabilities and partnerships, driving growth and innovation in the sector.

Engagements: XXXXXXXXX #

Engagements Line Chart

Mentions: XXX #

Mentions Line Chart

Followers: XXXXXXX #

Followers Line Chart

CreatorRank: XXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks #137 technology brands #1170 finance #1049 cryptocurrencies #963 automotive brands #1644 countries XXXX% celebrities #2572 social networks XXX% products #620 travel destinations XXXX%

Social topic influence ai #582, $nvda #21, $googl #185, googl #7, nvda #4, $amzn #4, $iren #4, $oklo #1, $cifr #3, $eose #1

Top accounts mentioned or mentioned by @stocksavytrack @grok @k2__investment @runyourlegacy @bedurion @polymarketmoney @discountedbtc @aramondiaz @analytica_x @milomarkets @lintrix_x @aviadlerden @berniecepa66698 @tonitrades_ @william_r2rclub @shawnchauhan1 @danielisdizzy @zeropropnet @ravisingh0312 @askfinvest

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) IREN Limited (IREN) Oklo Inc. (OKLO) Cipher Mining Inc. Common Stock (CIFR) Eos Energy Enterprises, Inc. (EOSE) Metadium (META) Palantir (PLTR) Tesla, Inc. (TSLA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Microsoft Corp. (MSFT) Ondas Holdings Inc. Common Stock (ONDS) Constellation Energy Corp (CEG) Broadcom, Inc. (AVGO) Cameco Corporation (CCJ) Vistra, Corp. (VST) RAI Finance (SOFI) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Hims & Hers Health, Inc. (HIMS) Open Custody Protocol (OPEN) Netflix Inc (NFLX) MercadoLibre Inc (MELI) TeraWulf Inc. (WULF) Taiwan Semiconductor (TSM) NuScale Power Corporation (SMR) Vertiv Holdings Co (VRT) Apple, Inc. (AAPL) Centrus Energy Corp. (LEU) MP Materials Corp. (MP) D-Wave Quantum Inc. (QBTS) IonQ, Inc. (IONQ) Oscar Health, Inc. (OSCR) Warner Bros Discovery, Inc. (WBD) Intel Corporation (INTC) DigitalOcean Holdings, Inc. (DOCN) Planet Labs PBC (PL) Astera Labs, Inc. Common Stock (ALAB) Archer Aviation Inc. (ACHR) UiPath, Inc. (PATH) Crowdstrike Holdings Inc (CRWD) BITMINE IMMERSION TECH (BMNR) NextEra Energy Inc (NEE) Marvell Technology Inc (MRVL) Navitas Semiconductor Corporation Common Stock (NVTS) Duolingo, Inc. Class A Common Stock (DUOL) Bitcoin (BTC) Snowflake, Inc. (SNOW) Rubrik, Inc. (RBRK) BWX Technologies, Inc. (BWXT) Adobe, Inc. (ADBE) Micron Technology, Inc. (MU) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) retard to retired (R/R) Tempus AI, Inc. Class A Common Stock (TEM) Joby Aviation, Inc. (JOBY) Shopify Inc (SHOP) Cloudflare, Inc. (NET)

Top Social Posts

Top posts by engagements in the last XX hours

"Last summer I kept having the same very public conversations about how SentinelOne was not about to take CrowdStrikes lunch even after the outage that stopped half the world for a few hours. The number of gurus insisting their expertise would prove I was too young to understand how a Y2K-level outage would be terminal was unbelievable. At this point the scoreboard speaks for itself: Before the July 19th outage $S at $XX $CRWD at $XXX XX months later $S now at $XX $CRWD now at $514"
X Link 2025-12-04T21:42Z 315.3K followers, 39K engagements

"UPDATED FIB LEVELS FOR POPULAR GROWTH STOCKS X. $NVDA -- $XXX X. $AMD -- $XXX X. $TSLA -- $XXX X. $HIMS -- $XX X. $ASTS -- $XX X. $RKLB -- $XX X. $TEM -- $XX X. $IONQ -- $XX X. $JOBY -- $XX XX. $PLTR -- $XXX XX. $IREN -- $XX XX. $NBIS -- $XX XX. $OSCR -- $XX XX. $CIFR -- $XX XX. $SOFI -- $XX XX. $OPEN -- $X XX. $HOOD -- $XXX XX. $OKLO -- $XXX XX. $ACHR -- $XX XX. $ONDS-- $5"
X Link 2025-10-18T09:00Z 315.3K followers, 363.5K engagements

"I dont think people realize how bullish Kevin Hassett as the next Fed Chair would be for the market. Hassett has spent his entire career arguing that the economy accelerates when capital stays cheap & the Fed leans toward expansion instead of restraint. If Trump puts him back at the center of policy then the person shaping rate decisions becomes someone who consistently pushes for easier financial conditions & faster growth. A growth-first economist running monetary policy is about as market-friendly as it gets"
X Link 2025-12-01T00:21Z 315.3K followers, 369.8K engagements

"$UBER & $NBIS Avride just launched a commercial robotaxi service in Dallas. Uber will expand coverage over time take over full fleet operations & begin matching some UberX & Comfort riders to Avride vehicles as the rollout"
X Link 2025-12-03T12:44Z 315.3K followers, 54.7K engagements

"$NVDA CEO Jensen Huang said the US must invest far more in energy capacity because every new industry sits on top of it. There are no new industries you can grow without energy"
X Link 2025-12-05T00:39Z 315.3K followers, 75.4K engagements

"Im a young millennial and so many people my age feel stuck in this weird in-between. Too late to buy affordable property and too early for the TikTok or Instagram creator wave but the irony is we are perfectly positioned for something bigger. We get to participate in the early innings of the largest industrial buildout since the internet with trillions in capex pouring into the physical layer of the AI economy and were early enough to capture it in real time: $NVDA & $AMD are building the compute layer $TSLA is pushing the robotics layer $PLTR is defining the intelligence layer $AMZN $MSFT &"
X Link 2025-12-05T13:35Z 315.3K followers, 106K engagements

"MY TOP X GROWTH POSITIONS HEADING INTO 2026 X. $RKLB building future of space logistics X. $CLPT navigation platform for neurosurgeons X. $JMIA scaling logistics across Africa X. $EOSE powering the grid with long-duration zinc storage X. $TMDX expanding organ care with fleet & network effect Total return since 2023: +335% vs +63% for the S&P 500"
X Link 2025-12-06T14:58Z 315.3K followers, 200.5K engagements

"I really hope $NFLX lands the $WBD deal. The new digital economy every screen becomes a programmable surface & every franchise becomes a reusable digital asset that can be recombined extended personalized & monetized across SO many formats. Youd have the leading global distribution platform absorbing one of the last great legacy IP vaults plus a studio engine that can manufacture franchise extensions on command. It could genuinely be the move that launches Netflix toward a trillion-dollar valuation"
X Link 2025-12-08T21:23Z 315.3K followers, 54K engagements

"$RKLB completed qualification and acceptance testing for Neutrons Hungry Hippo fairing. This clears one of the final engineering hurdles & moves Neutron into full launch-prep mode so were officially in getting close to first flight territory"
X Link 2025-12-08T22:06Z 315.3K followers, 70.1K engagements

"When every model every framework every data-center plan & every hyperscaler roadmap is built around $NVDA chips and software then the jump from XX% to XX% isnt surprising. Thats what happens when an entire industry standardizes on you"
X Link 2025-12-09T01:33Z 315.3K followers, 73.5K engagements

"Tiger Global says $GOOGL Waymo is now running 450k paid rides per week which is almost double Aprils 250k as it expands onto freeways and into new cities. They argue that surge is justified because Waymo is already 10x safer than human drivers"
X Link 2025-12-09T11:50Z 315.3K followers, 186.5K engagements

"$SHOP JUST LAUNCHED AN AI STORE BUILDER THAT LETS MERCHANTS CREATE STORES USING SIMPLE KEYWORDS 👀"
X Link 2025-05-21T14:01Z 315K followers, 41.5K engagements

"$NVDA CEO: "EVERY FUTURE DATA CENTER WILL BE POWER-LIMITED" $CCJ uranium supply $CEG carbon-free baseload $VRT power + cooling systems $OKLO micro-nuclear for edge compute $NNE renewable grid expansion $NVTS chip-level power efficiency"
X Link 2025-06-01T14:47Z 315K followers, 393.5K engagements

"$TSLA TEASING A BIG REVEAL TUESDAY Some people think it could involve drones or a new propeller system which would slide right into Teslas vision for real-world AI platforms"
X Link 2025-10-05T19:37Z 314.8K followers, 177.1K engagements

"The US is partnering with $BAM & $CCJ on an $80B nuclear expansion using Westinghouse AP1000 reactors. Brookfield captures the asset build while Cameco secures the fuel supply. The grid is the new bottleneck and nuclear is the only scalable fix"
X Link 2025-10-28T10:02Z 315K followers, 106.3K engagements

"MY TOP X AI UTILITY NAMES AI today hits two hard limits power & space. There are plenty of $NVDA GPUs but not enough energized capacity to run them. The winners are the ones who turn cheap power into reliable compute that stays full & running. Heres my top X favorite names 🧵"
X Link 2025-11-02T13:35Z 314.9K followers, 465.6K engagements

"$PLTR quarter is one of those moments where operating reality & market imagination finally meet and the question is whether the imagination has gone too far. I don't think people realize how insane it is to grow revenue XX% while maintaining XX% operating margins in software. That level of efficiency is almost unheard of which is why $NVDA CEO Jensen Huang called Palantirs ontology the most important enterprise stack in the world. The ratio of commercial revenue to customer count is just as extreme with only XXX commercial customers generating $400M in one quarter when most software companies"
X Link 2025-11-04T12:57Z 314.8K followers, 364.9K engagements

"$DUOL now trades at 21x FCF while still growing revenue XX% with XX% margins"
X Link 2025-11-05T22:03Z 315.1K followers, 184.9K engagements

"Peter Thiel fully dumped his entire $NVDA. He also unwound XX% of his US equity book in Q3 & now essentially only holds $TSLA $MSFT & $AAPL"
X Link 2025-11-17T00:53Z 315K followers, 319.5K engagements

"Looks like this morning was a reminder of how much of the internet quietly runs on a $70B company like $NET"
X Link 2025-11-18T14:04Z 314.9K followers, 47K engagements

"$BAM just launched an $NVDA backed $10B AI infrastructure fund. They want to scale up to $100B of data center power & semiconductor assets in a cycle they estimate will require more than $7T of infrastructure over the next decade"
X Link 2025-11-19T12:09Z 314.9K followers, 75K engagements

"Polymarket now has an XX% chance the Fed cuts rates next month 👀"
X Link 2025-11-25T13:54Z 315.1K followers, 34.3K engagements

"$GOOGL Waymo is now over XX% of all SF rides 👀"
X Link 2025-11-28T13:16Z 315.1K followers, 89K engagements

"President Trump says tariffs could completely replace income taxes. If this ever moved forward the market would lose its mind"
X Link 2025-11-28T14:41Z 314.9K followers, 65.3K engagements

"KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES $SPY is less than X% off ATH but most of the Fintwit names still need real price construction before they can reclaim trend. $NVDA $AMD $EOSE $OPEN $TSLA $PLTR $IREN $CIFR $NBIS $ONDS $OKLO $RKLB $ASTS $IONQ $HOOD $SOFI $TEM $ACHR $OSCR $HIMS"
X Link 2025-11-29T13:51Z 315.1K followers, 44.7K engagements

"Elon Musk is essentially saying $TSLA Optimus becomes a Von Neumann system where a robot can build more robots on its own. Once a robot can manufacture more robots then labor stops being the limiting factor because it becomes a replicating compute and labor engine capped only by how much energy Tesla can generate. This is why Tesla is pushing so hard into power batteries autonomy & end-to-end manufacturing"
X Link 2025-11-30T16:42Z 314.9K followers, 72.5K engagements

"$TSLA Elon Musk saying Bitcoin is the first currency whose backing isnt political trust but raw energy"
X Link 2025-11-30T17:14Z 315K followers, 65.3K engagements

"@ChrisGalt4 @EarningsHubHQ I think the biggest surprise will be $PATH"
X Link 2025-12-01T01:34Z 315K followers, 1275 engagements

"Wild that $MSTR now holds more Bitcoin $BTC than the U.S. & China governments combined 👀"
X Link 2025-12-01T17:21Z 315.1K followers, 132.4K engagements

"$MDB Delivered 😏 Sales $628M vs Est. $593M EPS $XXXX vs Est. $XXXX FCF $140M vs Est. $23M Atlas Sales: $471M -- up XX% YoY FY26 Guidance Sales $2.44B vs Est. $2.36B EPS $XXXX vs Est. $3.75"
X Link 2025-12-01T21:11Z 315K followers, 33.1K engagements

"$JPM argues AI isnt a bubble because the cycle is being funded by real cash flow real demand & real infrastructure even as markets struggle to price a technology compounding far faster than traditional expectations. They think this mismatch only widens from here since Mag X forecasts show 2026 EPS growing past 20%"
X Link 2025-12-02T12:35Z 314.9K followers, 40.4K engagements

"Nvidias CFO Colette Kress says most new $NVDA AI chips are going into brand-new data center buildouts not replacing existing hardware. It reinforces that the AI cycle is still driven by expansion rather than upgrades"
X Link 2025-12-02T14:51Z 314.9K followers, 56.6K engagements

"$AMZN IS ROLLING OUT ITS LATEST AI CHIPS TO COMPETE DIRECTLY WITH $NVDA & $GOOGL All the updates: Trainium X UltraServers are live with XXX chips & 4x the compute of the prior generation. Amazon can connect thousands of them into clusters with up to one million chips. Anthropic remains Amazons primary training partner & scaling toward one million Trainium X chips. Scaling Trainium X depends on AWS securing enough power which is the constraint for every major player. Memory still trails Nvidia & Google which shows Amazon is competing on cost & integration rather than peak performance"
X Link 2025-12-02T16:11Z 314.9K followers, 97.1K engagements

"President Trump said he and $TSLA Elon Musk get along well adding that he likes Elon and appreciated his strong endorsement during the election"
X Link 2025-12-02T18:56Z 315.1K followers, 55.8K engagements

"Absolutely wild that $CRWD RPO has grown at XX% CAGR over the past five years 🤯"
X Link 2025-12-02T21:44Z 314.8K followers, 37.4K engagements

"$ONDS won a national autonomous border-protection program securing prime-contractor status over major defense primes. The first purchase order is expected in 2026 as Ondas delivers the drones launch systems & AI software powering the autonomous defense network"
X Link 2025-12-03T14:14Z 314.8K followers, 52.7K engagements

"@fiscal_ai Here are the key levels to watch for $CRWD on a potential entry that's using Price Action Concepts Indicator from LuxAlgo:"
X Link 2025-12-03T18:17Z 314.8K followers, 12.1K engagements

"$SNOW earnings in XX minutes 👀"
X Link 2025-12-03T20:36Z 314.9K followers, 15K engagements

"Jensen is making it clear that $NVDA is a platform because every major AI workflow (model training fine-tuning inference simulation robotics digital twins) is already built around Nvidias APIs & libraries The switching costs are enormous"
X Link 2025-12-03T22:21Z 315K followers, 48.8K engagements

"The real AI moat in 2026 will be whoever can distribute intelligence at the largest scale across hardware apps devices & enterprise workflows. Sam Altman knows this better than anyone which is why he called a Code Red last week. $GOOGL Gemini doesnt need to beat OpenAI model-for-model but just needs to be good enough to monetize the intelligence layer across products people already use every hour of the day"
X Link 2025-12-08T17:02Z 315K followers, 8597 engagements

"@PolymarketMoney This is huge for $NVDA because it reopens a multi-billion-dollar market that was effectively closed"
X Link 2025-12-08T18:10Z 315K followers, XXX engagements

"@LeverageShares $NVDA will be more than fine 😅"
X Link 2025-12-08T18:26Z 315K followers, 1153 engagements

"Futurum Equities Podcast Episode #21 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $AVGO $GOOGL $AMZN $META $CEG $LEU $OKLO $EOSE"
X Link 2025-11-25T21:07Z 315.3K followers, 79K engagements

"CYBERSECURITY VALUE CHAIN $ZS zero-trust access $CRWD endpoint protection $FTNT network firewalls at scale $RBRK data resilience & recovery $NET network security at the edge $OKTA identity & access management $PANW unified network cloud & SecOps security $MSFT Azure-integrated security across identity endpoint & cloud"
X Link 2025-11-27T14:24Z 315.3K followers, 121.6K engagements

"$BMNR down more than XX% 😳"
X Link 2025-12-01T14:33Z 315.3K followers, 60.8K engagements

"Tom Lee thinks Bitcoin $BTC takes out its all-time high by the end of Jan 2026"
X Link 2025-12-01T16:14Z 315.3K followers, 100.1K engagements

"PRESIDENT TRUMP WEIGHING A ROBOTICS EXECUTIVE ORDER FOR 2026 Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year. How robotics is quietly getting built out across the economy: X. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA $AVGO & $QCOM are the engines & nervous system that let the robots sense and act. X. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD 3."
X Link 2025-12-03T13:14Z 315.3K followers, 479.6K engagements

"$AMZN plans to pull most parcels from USPS & route them through its own network by late 2026 It reinforces one of the biggest moats on the planet since every step Amazon internalizes makes the logistics flywheel spin faster & makes the gap nearly impossible for rivals to close"
X Link 2025-12-04T11:42Z 315.3K followers, 50.3K engagements

"$NVDA CEO Jensen Huang says he is super excited about the $TSLA robots Elon Musk is building. He called Musks robotics work one of the most important frontiers in AI"
X Link 2025-12-04T12:59Z 315.3K followers, 369.1K engagements

"My thesis on $META has been that they are on track to become one of the largest AI compute platforms in the world built on top of the most engaged network ever created. I have been vocal that at some point Zuck would realize that the marginal return on another dollar invested in VR/AR is nowhere near the return on a dollar invested in AI training inference & the compute infrastructure arms race that is defining the next decade of competition. Todays shift confirms that recognition & removes the biggest capital-allocation overhang on the stock. I added more shares today"
X Link 2025-12-04T15:25Z 315.3K followers, 66.6K engagements

"$AMZN plans to spend $35B in India over the next X years to scale AI capabilities exports & logistics"
X Link 2025-12-10T12:52Z 315.3K followers, 45.5K engagements

"$NVDA launched an opt-in service that tags GPUs with geolocation so operators can prove where the chips are actually running. I guess China will have a harder time pretending the hardware is somewhere it isnt"
X Link 2025-12-11T13:07Z 315.3K followers, 36.3K engagements

"Here are the top X ways to invest in the $1.8T space economy 🧐 X. $RKLB -- Innovating end-to-end space launch solutions from small-satellite launches with Electron to expanding capabilities in reusable rockets and in-space systems. X. $ASTS -- Pioneering satellite-based mobile broadband with SpaceMobile aiming to provide seamless global connectivity by bridging terrestrial networks and space. X. $RDW -- Delivering mission-critical space solutions from satellite components to in-space propulsion systems poised to capitalize on the growing demand for scalable and reliable space infrastructure."
X Link 2025-01-05T11:59Z 315.1K followers, 100.2K engagements

"SOLAR STOCKS CRASH AFTER HOUSE PASSES TRUMP TAX BILL ENDING XX% ROOFTOP CREDIT: $SEDG -XX% $ARRY -XX% $ENPH -XX% $FSLR -X% 😳"
X Link 2025-05-22T11:56Z 315.1K followers, 175.4K engagements

"COMPANIES SUPPLYING THE CORE HARDWARE & AI SYSTEMS USED DIRECTLY IN HUMANOID ROBOTS $TSLA is building the robots & training the brains $NVDA & $AMD run the compute that drives them $LAZR $INVZ $LIDR & $INTC give them the eyes & depth perception to navigate the world"
X Link 2025-10-03T12:35Z 315.1K followers, 286.8K engagements

"$PLTR SHARES FALL AFTER ARMY MEMO FLAGS VERY HIGH RISK SECURITY FLAWS Reuters reported the NGC2 battlefield comms prototype was flagged for vulnerabilities that could let adversaries gain persistent undetectable access"
X Link 2025-10-03T14:24Z 315.1K followers, 267.8K engagements

"10 MONOPOLIES SHAPING THE FUTURE X. $GOOGL owns search X. $TSM is the AI factory X. $TSLA leads real-world AI X. $ASML is the AI kingmaker X. $NVDA powers AI compute X. $AMZN built global logistics X. $AXON runs public safety tech X. $PLTR is AIs operating system X. $META dominates social media XX. $MSFT runs enterprise software"
X Link 2025-10-04T11:44Z 315K followers, 273.9K engagements

"AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT XX YEARS Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles. Nuclear will anchor the baseload with $OKLO $SMR $BWXT & $CEG developing modular reactors that deliver nonstop clean power straight to AI campuses. Transmission & cooling will close the loop with $VST & $VRT expanding the grid and infrastructure that move the energy behind AIs next decade. Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG"
X Link 2025-10-12T12:25Z 315.1K followers, 379.4K engagements

"The idea that $SNOW & $PLTR compete was always ridiculous. Snowflake is the infra layer where data lives while Palantir is the application layer where that data actually gets operationalized. One is the brain & the other is the nervous system"
X Link 2025-10-16T11:39Z 315.1K followers, 98.2K engagements

"THE TOP GROWTH PERFORMERS OF 2025 X. $OKLO +541% X. $IREN +541% X. $OPEN +398% X. $MP +354% X. $CIFR +345% X. $NBIS +323% X. $NVTS +294% X. $QBTS +289% X. $HOOD +275% XX. $ASTS +249% XX. $PL +237% XX. $EOSE +230% XX. $QS +224% XX. $PGY +213% XX. $ONDS +191%"
X Link 2025-10-25T09:52Z 315.1K followers, 189.6K engagements

"$TSLA Optimus robot was handing out candy in Times Square today 👀"
X Link 2025-10-27T15:32Z 315.1K followers, 467.4K engagements

"5 COMPANIES POWERING $NVDA 800V DC ALLIANCE The biggest theme across Nvidia GTC event & the $AMZN $META $GOOGL & $MSFT earnings was compute demand is exploding but power delivery struggles to keep up. Thats why the Nvidias 800V DC Alliance matters since its how the next generation of AI factories will run nonstop without blowing through energy budgets or cooling limits. The companies in this group are building that layer of the AI stack: X. $STM scaling SiC devices from EVs to data center energy systems X. $AOSL supplying power control chips inside AI servers & networking gear X. $GEV"
X Link 2025-11-01T12:16Z 315.1K followers, 118.6K engagements

"$SHOP Q3 EARNINGS Sales $2.84B vs Est. $2.75B Operating Income $343M vs. Est. $311M GMV $92B vs Est. $89B MRR $193M vs Est. $195M Q4 Guidance Sales +24-28% vs Est. +24%"
X Link 2025-11-04T12:10Z 315.1K followers, 33K engagements

"$SNOW & $SAP are partnering to link SAPs Business Data Cloud with Snowflakes AI Data Cloud to enable real-time zero-copy sharing & native AI access. It puts Snowflake in line to power AI workloads across SAPs massive enterprise base"
X Link 2025-11-04T16:01Z 315.1K followers, 28.6K engagements

"$GOOGL launched Ironwood its 7th gen TPU built to go head-to-head with $NVDA. Its up to 4x faster than the last version and connects over 9000 chips in one pod letting Google train trillion-parameter models at full scale without bottlenecks"
X Link 2025-11-06T13:16Z 315.1K followers, 120.2K engagements

"Every time $DUOL has dropped below 20x FCF over the past three years its been a great buy signal for a bounce"
X Link 2025-11-12T15:58Z 315.1K followers, 88.7K engagements

"Anthropic is now valued at $350B following the $NVDA & $MSFT partnership"
X Link 2025-11-18T16:05Z 315.1K followers, 32.1K engagements

"$NVDA just said cloud GPUs are sold out. AI Utility bucket after-hours: $CIFR +14% $APLD +13% $IREN +10% $CRWV +9% $NBIS +8% $WULF +8% $BITF +7% $GLXY +6%"
X Link 2025-11-19T22:07Z 315.1K followers, 152.7K engagements

"$BMNR just became the first large-cap crypto company to issue a dividend. They also reported $328M in FY25 profit with EPS of $13.39"
X Link 2025-11-21T13:37Z 315.1K followers, 229K engagements

"Five names the market threw into the moat-vulnerable bucket that are now wildly undervalued: X. $DUOL at 18x FCF w/ a Rule-of-40 score of XX X. $ADBE at 14x FCF w/ a Rule-of-40 score of XX X. $MNDY at 20x FCF w/ a Rule-of-40 score of XX X. $HIMS growing XX% w/ XX% EBITDA margins at just 24x EBITDA X. $PYPL trading at a XXX PEG on the next three years of earnings The market is pricing these like their moats already collapsed but if any of them prove their moats still hold in the new digital economy then the rerate will be explosive"
X Link 2025-11-22T13:06Z 315.1K followers, 113.1K engagements

"These are the updated PEG ratios after the recent market pullback that's based on expected earnings growth over the next X years. PEG X usually means mispriced growth PEG X starts to push into the danger zone Popular names right now: $HOOD 3.9x $PLTR 3.8x $NOW 2.7x $GOOGL 2.6x $AAPL 2.5x $ASML 2.1x $ALAB 1.7x $AMZN 1.7x $MSFT 1.4x $SOFI 1.4x $CRM 1.4x $ADBE 1.3x $META 1.3x $TSM 1.2x $AVGO 1.2x $HIMS 0.8x $AMD 0.8x $ORCL 0.8x $PYPL 0.8x $NVDA 0.8x"
X Link 2025-11-23T15:35Z 315.1K followers, 205.4K engagements

"$META IS REPORTEDLY IN ADVANCED TALKS TO DEPLOY $GOOGLE TPUS ACROSS ITS DATA CENTERS IN A DEAL THAT COULD BE WORTH BILLIONS"
X Link 2025-11-24T22:51Z 315.1K followers, 274.3K engagements

"I laugh when people call $AMZN overvalued. It runs the most advanced logistics network in the world owns the strongest point-of-purchase ad business in the consumer economy & AWS now generates more profit than the entire retail arm. And it still trades cheaper than $WMT & $COST"
X Link 2025-11-26T15:33Z 315.1K followers, 125.5K engagements

"Elon Musk is saying the value in this cycle concentrates where intelligence is created & where its manufactured. $GOOGL spent a decade assembling the deepest AI stack on Earth while $NVDA remains the toll-collector on every marginal unit of intelligence created. If AI & robotics end up dwarfing the rest of the economy then its because these two sit at the points where all the value concentrates"
X Link 2025-11-30T18:37Z 315.1K followers, 263.3K engagements

"President Trump says hes already chosen the next Fed Chair and will announce it soon. Polymarkets odds are basically saying its Kevin Hassett 👀"
X Link 2025-12-01T00:00Z 315.1K followers, 73.1K engagements

"Welp not exactly the follow-through you want after telling everyone at Thanksgiving dinner that Bitcoin $BTC would clear $100K by year-end"
X Link 2025-12-01T02:06Z 315.1K followers, 111.4K engagements

"A rough start to December for crypto $BTC -X% $ETH -X% $SOL -9%"
X Link 2025-12-01T13:01Z 315.1K followers, 50K engagements

"Michael Burry went on Substack saying $TSLA is ridiculously overvalued & that Musks comp plan will keep draining shareholders. He also took a swing at what he calls the Elon cult saying they rotate from EVs to autonomy to robots whenever competition shows up. He already has big positions against $NVDA & $PLTR so the entire post is filtered through a view that AI is just another hype cycle. If you think AI is a bubble then Burry sounds convincing but if you understand the scale of whats actually being built then his take feels like its coming from a market that doesnt really exist anymore"
X Link 2025-12-01T13:28Z 315.1K followers, 293K engagements

"China is no longer the thing you need for the $NVDA bull case. The core story is that utilization is running at full capacity & management already has visibility into $500B of Blackwell & Rubin revenue through 2026 without any help from a China rebound"
X Link 2025-12-01T14:59Z 315.1K followers, 131.3K engagements

"BITCOIN $BTC JUST MOVED BACK ABOVE $90K"
X Link 2025-12-02T15:12Z 315.1K followers, 35.1K engagements

"$NVDA & $AMZN AWS are expanding their full-stack partnership to deliver a more secure higher-performance compute platform"
X Link 2025-12-02T16:02Z 315.1K followers, 48.8K engagements

"$ADBE is trading at its lowest earnings multiple in a decade 😳"
X Link 2025-12-02T18:26Z 315.1K followers, 75.8K engagements

"President Trump refers to Kevin Hassett as a potential Fed Chair. Polymarket pricing it at XX% still feels low 🤔"
X Link 2025-12-02T20:01Z 315.1K followers, 24.8K engagements

"President Trump just signaled Kevin Hassett will be the next Fed Chair. Hassett has spent his career arguing the economy runs faster when capital stays cheap & the Fed stays expansion-leaning. So freaking bullish"
X Link 2025-12-02T20:36Z 315.1K followers, 301.3K engagements

"$AMZN is building its own chips because controlling the silicon layer lets AWS shape performance pricing & deployment on its own schedule. The more deeply Trainium get woven into AWS workloads then the more locked in the ecosystem becomes & the more leverage Amazon gains in the AI infra race"
X Link 2025-12-03T15:18Z 315.1K followers, 35.7K engagements

"$MSFT HAS NOT REDUCED SALES QUOTAS OR TARGETS FOR ITS SALES TEAM"
X Link 2025-12-03T15:37Z 315.1K followers, 42.2K engagements

"$AMD CEO Lisa Su said at the UBS conference that memory is tightening across the stack. Thats exactly the environment that explains $MU XXX% YTD move as AI demand keeps pulling every HBM unit off the market"
X Link 2025-12-03T15:50Z 315.1K followers, 46K engagements

"Go open your $HOOD app and look up $IREN. You'll see exactly why the stock is moving & you'll also see me on the opposite side of Jim Cramer on this one"
X Link 2025-12-03T20:18Z 315.1K followers, 72.1K engagements

"$CRM Q3 EARNINGS Sales $10.26B vs Est. $10.27B EPS $XXXX vs Est. $XXXX CRPO: $29.4B -- up XX% YoY FY26 Guidance Sales $41.5B vs Est. $41.3B EPS $XXXXX vs Est. $11.38"
X Link 2025-12-03T21:02Z 315.1K followers, 34.4K engagements

"Polymarket odds are collapsing right now on the possibility of $NFLX being able to acquire $WBD 👀"
X Link 2025-12-08T19:41Z 315K followers, 3254 engagements

"8 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS X. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA $AVGO & $QCOM are the engines & nervous system that let the robots sense and act. X. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD X. $TSLA $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing. X. $GOOGL $AMZN & $MSFT supply the AI data layer that connects every machine while $ROK & $ZBRA provide the controls scanners & mobile robots that keep"
X Link 2025-10-04T12:35Z 315.3K followers, 726.6K engagements

"$SOFI will be the first national bank to let customers buy sell & hold crypto. It marks the point where digital assets move from fintech to the core of traditional banking"
X Link 2025-10-28T11:31Z 315.3K followers, 158.9K engagements

"THE TOP GROWTH PERFORMERS OF 2025 X. $IREN +535% X. $OKLO +431% X. $CIFR +346% X. $OPEN +310% X. $NBIS +302% X. $EOSE +276% X. $MP +276% X. $QBTS +251% X. $HOOD +250% XX. $ASTS +228% XX. $QS +220% XX. $PL +217% XX. $SYM +194% XX. $JMIA +185% XX. $MU +183%"
X Link 2025-11-08T11:49Z 315.3K followers, 461.9K engagements

"UPDATED DCA PLAN X. $META Meta X. $MELI MercadoLibre X. $AXON Axon X. $NBIS Nebius X. $RKLB Rocket Lab X. $SOFI SoFi X. $IREN IREN Limited X. $BMNR BitMine X. $CIFR Cipher XX. $ONDS Ondas"
X Link 2025-11-15T14:35Z 315.3K followers, 132.7K engagements

"$NVTS & $GFS are partnering to scale U.S. GaN manufacturing for AI datacenters & high-demand power applications. A push to accelerate domestic GaN tech just as AI power needs surge"
X Link 2025-11-20T13:35Z 315.3K followers, 38.8K engagements

"THE GLOBAL SUPPLY CHAIN IS BEING REBUILT AROUND AI COMPUTE AI Security $CRWD $ZS $PANW $RBRK Grid & Power $CEG $NEE $VST $EOSE $NNE AI Data Platforms $PLTR $SNOW $MDB $NOW Nuclear $OKLO $SMR $LEU $GEV $CCJ $BWXT AI Cloud $MSFT $AMZN $GOOGL $DOCN $ORCL AI Utility $CRWV $NBIS $IREN $CIFR $WULF $APLD AI Networking $AVGO $ALAB $MRVL $CRDO $NET $ANET AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM"
X Link 2025-11-23T14:04Z 315.3K followers, 288.6K engagements

"$GOOGL is basically saying the long-term bottleneck for AI is power. If TPUs can operate in space where solar is 8x stronger then power stops being the constraint & the cost curve for compute opens up in a meaningful way"
X Link 2025-11-26T12:54Z 315.3K followers, 180.9K engagements

"$AAPL is preparing to use $INTC 18A process for entry-level M chips as early as 2027. The volumes are tiny relative to Apples core silicon roadmap so it doesnt move the needle for $TSM which will still own the high-end & high-volume work. What it does show is that IFS may have finally stopped bleeding & is starting to matter again & it confirms that Apple wants a U.S. second source in its supply chain"
X Link 2025-11-28T15:17Z 315.3K followers, 165.7K engagements

"We now have 80GW of capacity built underway for 2025 which is 8x the 2022 level. Almost all of it is planned because everyone wants to build & almost nobody can get the power approvals fast enough. The winners will be the companies that can turn cheap stable power into fully cooled monetized compute: $CCJ uranium supply $CEG nuclear baseload $SMR modular nuclear reactors $OKLO micro-nuclear generation $EOSE zinc long-duration storage $GEV power-conversion hardware $VRT power distribution & cooling $VST flexible generation & storage $TSLA utility-scale lithium storage $NNE utility-scale"
X Link 2025-11-30T12:51Z 315.3K followers, 95.4K engagements

"Eric Schmidt is effectively describing a fork in the global AI system that will define the next decade. The U.S. is building closed frontier stacks while China is seeding the world with free LLMs that every startup can absorb. Chinas strategy makessense to me because it has the lowest-cost energy base for AI so open-sourcing its models accelerates ecosystem adoption at global scale. But even if China releases millions of small open models the highest-value workloads still end up running on $NVDA hardware inside $AMZN $MSFT & $GOOGL clouds & on enterprise platforms like $PLTR $SNOW & $NOW."
X Link 2025-11-30T15:25Z 315.3K followers, 172.7K engagements

"$CRDO CRUSHED THEIR EARNINGS Sales $268M vs Est. $235M EPS $XXXX vs Est. $XXXX Net Income $128M vs Est. $94M Q3 Guidance Sales 340M vs Est. $248M"
X Link 2025-12-01T21:17Z 315.3K followers, 67.1K engagements

"$GOOGL CEO floating the idea of putting data centers in space. I still dont own enough $RKLB 😅"
X Link 2025-12-02T13:50Z 315.3K followers, 139.1K engagements

"$IREN dilution doesn't bother me. They are using their strength today to eliminate the worst version of the future and to set themselves up for a real $GOOGL or $META or $MSFT partnership. Thats exactly what you want an AI Utility operator to do before stepping into multi-gigawatt commitments. Im fine taking on more volatility if it means owning one of the only operators that can grow into the AI power & compute buildout. That is the whole point of this theme. The AI Utility trade is not for everyone & if these scale-first decisions create stress then it probably means this corner of the"
X Link 2025-12-02T14:11Z 315.3K followers, 155.7K engagements

"$ACHR is building a South Florida air-taxi network that connects Miami through West Palm Beach in XX to XX minutes. It replaces the typical XX to XX minute drive with fast Midnight flights"
X Link 2025-12-03T12:59Z 315.3K followers, 62.5K engagements

"IWTB Morning Stream $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $WULF $AMZN $MELI $AMD $NVDA $SOFI $APLD $AVGO $GOOGL $AMZN $MSFT $META"
X Link 2025-12-03T14:14Z 315.3K followers, 40K engagements

"Theres likely a real buying spree coming in software as many names stay stuck in the doghouse for failing to evolve beyond horizontal SaaS in the AI economy. XX names that fit this narrative: $S SentinelOne $CFLT Confluent $GTLB GitLab $OKTA Okta $TWLO Twilio $OS OneStream $PD PagerDuty $PATH UiPath $BRZE Braze $FROG JFrog"
X Link 2025-12-03T17:36Z 315.3K followers, 81.9K engagements

"$PATH Q3 EARNINGS Sales $411M vs Est. $393M EPS $XXXX vs Est. $XXXX Net Retention Rate XXX% ARR $1.78B -- up XX% YoY Q4 Guidance Sales $465M vs Est. $463M ARR $1.85B vs Est. $1.84B"
X Link 2025-12-03T21:13Z 315.3K followers, 58.4K engagements

"Thematic names are ripping even with $SPY & $QQQ red: $PATH +20% $ASTS +15% $EOSE +13% $PRME +12% $OKLO +11% $IONQ +11% $SMR +11% $VKTX +10% $SERV +10% $RGTI +9% $QBTS +9% $PL+8% $RKLB +7% $CIFR +6% $JOBY +6% $CRWV +6%"
X Link 2025-12-04T16:40Z 315.3K followers, 61.3K engagements

"$OKLO sets up a $1.5B ATM equity offering program"
X Link 2025-12-04T22:02Z 315.3K followers, 85K engagements

"After this raise Elon Musk at $470B is now worth more than $AMZN founder Jeff Bezos at $250B & $NVDA founder Jensen Huang at $175B combined"
X Link 2025-12-05T19:09Z 315.3K followers, 56.9K engagements

"THE X NAMES YOU NEED TO FOLLOW IN THE SPACE ECONOMY Space is one of my favorite 2026 themes because the real customer base is moving from commercial buyers to fully funded government programs that view this theme as national security infrastructure. It's a once in a lifetime thematic that sits inside budgets that renew every year and grow when geopolitical pressure rises. Once you understand that shift the companies positioned for federal procurement start to separate from the rest of the sector. X. $RKLB Rocket Lab Rocket Lab already understands this shift because they stopped presenting"
X Link 2025-12-06T13:35Z 315.3K followers, 338.6K engagements

"10 COMPANIES WITH THE STRONGEST EARNINGS CYCLE X. $GOOGL Alphabet X. $RBRK Rubrik X. $PLTR Palantir X. $MDB MongoDB X. $ALAB Astera Labs X. $DOCN DigitalOcean X. $CRDO Credo X. $SOFI SoFi X. $DDOG DataDog XX. $LMND Lemonade"
X Link 2025-12-06T14:15Z 315.3K followers, 140.1K engagements

"$GOOGL founder Sergey Brin said he is back in the office every day because the pace of AI progress is the most compelling he has seen in his career. He wants to be directly involved as Google rebuilds its stack around Gemini and TPUs"
X Link 2025-12-07T13:34Z 315.3K followers, 343.3K engagements

"$GOOGL Geminis curve is the one actually accelerating with It more than doubling MAUs from January to November. $MSFT Copilot trend is different since they have huge enterprise distribution with no corresponding lift in monthly users which tells you Microsoft isnt converting enterprise access into monthly engagement even as the broader category expands"
X Link 2025-12-07T15:03Z 315.3K followers, 114.2K engagements

"$JPM data shows the cost of using AI collapsing toward commodity pricing which is great for adoption but brutal for foundational model economics. It validates $META strategy because giving the models away lets them own the ecosystem & capture the real value through engagement ads & platform scale"
X Link 2025-12-07T16:14Z 315.3K followers, 62.6K engagements

"$CRWV is raising $2B in convertible notes due 2031 with another $300M option for buyers They have to keep doing deals like this because every GPU clusters networking & power buildouts are massively expensive & must be done ahead of customer demand This wont be the last raise"
X Link 2025-12-08T12:41Z 315.3K followers, 67.1K engagements

"US Commerce is set to let $NVDA export H200s into China. They are XX months behind the top tier so policy keeps the cap in place while Nvidia keeps the channel open"
X Link 2025-12-08T18:05Z 315.3K followers, 43.3K engagements

"$META COULD DROP ITS NEW AI AVOCADO MODEL IN Q1"
X Link 2025-12-09T13:50Z 315.3K followers, 92.8K engagements

"$PYPL is nearing a deal to become the NFLs first peer-to-peer banking sponsor as $V long-running rights package expires. It wouldnt be surprising if this move accelerates deeper integration into the college NIL ecosystem"
X Link 2025-12-09T16:08Z 315.3K followers, 26.7K engagements

"$NFLX is in its largest drawdown in three years 😳"
X Link 2025-12-09T16:37Z 315.3K followers, 174.1K engagements

"SPACEX CONSIDERING 2026 IPO AT $1.5T VALUATION"
X Link 2025-12-09T20:40Z 315.3K followers, 257.8K engagements

"$ORCL earning expectations:"
X Link 2025-12-10T17:59Z 315.3K followers, 13.8K engagements

"$AAL has been in talks with $AMZN about adopting its Leo satellite internet for in-flight Wi-Fi"
X Link 2025-12-10T23:19Z 315.3K followers, 34.7K engagements

"$DIS is investing $1B into OpenAI & signing a 3-year deal that lets Sora generate short videos with 200+ Disney characters across Marvel Pixar & Star Wars. Starting in 2026 fans will be able to create clips that can appear on Disney+ while Disney becomes a major OpenAI API customer for new products and internal tools"
X Link 2025-12-11T14:26Z 315.3K followers, 20.6K engagements

"$GOOGL is rolling out its built-in Gemini AI experience on $AAPL iPhone & iPad. It puts Googles AI stack directly inside Apples distribution engine"
X Link 2025-12-11T14:36Z 315.3K followers, 78.9K engagements

"$AMZN Zoox has signed a multi-year deal with T-Mobile Arena in Las Vegas. Starting in 2026 fans will be able to take Zoox robotaxis directly to the venue with a dedicated pickup lane & full in-arena branding as the network scales"
X Link 2025-12-11T17:06Z 315.3K followers, 15.2K engagements

"THE XX BEST-PERFORMING GROWTH STOCKS IN 2025 X. $MP +69% X. $STNE +54% X. $TMDX +42% X. $CELH +41% X. $BABA +28% X. $SPOT +28% X. $UBER +25% X. $PGNY +24% X. $OKTA +24% XX. $WGS +24% XX. $PLTR +24% XX. $MELI +23% XX. $TEM +20% XX. $SE +14% XX. $HIMS +13%"
X Link 2025-04-19T12:21Z 315.2K followers, 164.8K engagements

"10 FOUNDER-LED GROWTH STOCKS BUILT TO DOMINATE THIS DECADE X. $NVDA Nvidia X. $META Meta X. $PLTR Palantir X. $MELI MercadoLibre X. $CRWD CrowdStrike X. $TSLA Tesla X. $NET Cloudfare X. $ASTS AST SpaceMobile X. $HOOD Robinhood XX. $RKLB Rocket Lab"
X Link 2025-08-31T13:06Z 315.2K followers, 132.5K engagements

"Biggest long-term position locked 👰🏼🤵🏻"
X Link 2025-09-07T21:24Z 315.2K followers, 1.5M engagements

"$TSLA TO UNVEIL 3RD-GEN HUMANOID ROBOT IN 2025 Elon Musk is betting the Optimus line can scale to X million units a year by 2030 positioning Tesla as the leader of the coming physical AI economy"
X Link 2025-09-30T10:24Z 315.2K followers, 79.3K engagements

"DATA CENTERS WILL EAT XX% OF U.S. POWER BY 2030 X names to watch: $NEE grid buildout $CCJ uranium supply $VST grid generation $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"
X Link 2025-10-11T11:36Z 315.3K followers, 365.7K engagements

"WATCH THESE KEY FIB LEVELS ON THIS PULLBACK AI Utility $IREN -- $XX $CIFR -- $XX $GLXY -- $XX $WULF -- $X $CRWV -- $XXX AI Hardware $NVDA -- $XXX $TSM -- $XXX $ASML -- $XXX $ARM -- $XXX $AMD -- $XXX AI Connectivity $AVGO -- $XXX $ALAB -- $XXX $CRDO -- $XXX $MRVL -- $XX $ANET -- $XXX Space Economy $RKLB -- $XX $ASTS -- $XX $RDW -- $X $LUNR -- $XX $PL -- $XX Nuclear Energy $OKLO -- $XX $CCJ -- $XX $BWXT -- $XXX $CEG -- $XXX $VRT -- $XXX AI Infrastructure $MSFT -- $XXX $AMZN -- $XXX $GOOGL -- $XXX $DOCN -- $XX $NBIS -- $XX Cybersecurity $CRWD -- $XXX $PANW -- $XXX $ZS -- $XXX $NET -- $XXX $RBRK"
X Link 2025-10-11T12:36Z 315.2K followers, 591.5K engagements

"Blackstone says the next big thing is chips data centers & power. The first two feed on the third as U.S. electricity demand climbs XX% in the next decade. Supply is $VST $CEG $OKLO $CCJ $LEU & $EOSE Demand is $NBIS $IREN $CIFR $WULF & $CRWV"
X Link 2025-10-12T11:16Z 315.2K followers, 834.7K engagements

"The next round of names rumored to get equity stakes or direct funding from the Trump administration. Current exposure sits in $INTC for chip manufacturing $MP for rare earth refining $LAC for lithium mining & $TMQ for mineral exploration. Next wave lining up: Battery metals $NMG $NVX $MTRN $ELBM Copper $SCCO $HBM $FCX $IE $ERO $TGB Lithium $ALB $SQM $SGML $RIO $IONR $ATLX Rare earths $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX Uranium $CCJ $LEU $UUUU $UEC $AEC $UROY $URG $DNN $ISOU $NXE $EU This is the playbook for Americas resource rebuild"
X Link 2025-10-12T11:57Z 315.3K followers, 697.2K engagements

"If $NFLX actually buys $WBD it would mark the shift from platform to media powerhouse by controlling both the content funnel & distribution. The disruptor that killed studios would become the studio. The irony writes itself"
X Link 2025-10-21T14:10Z 315.2K followers, 57.7K engagements

"MY ACTIVE SMALL-CAP WATCHLIST X. $ONDS Ondas X. $UUUU Energy Fuels X. $OSCR Oscar Health X. $RR Richtech Robotics X. $LEU Centrus Energy X. $OUST Ouster X. $ENVX Enovix X. $JOBY Joby Aviation X. $LMND Lemonade XX. $RCAT Red Cat"
X Link 2025-10-25T12:31Z 315.3K followers, 267.2K engagements

"Raymond James just said the AI cloud will be a $350B market by 2030. They think the split looks like this: $MSFT XX% $ORCL XX% $CRWV XX% $GOOGL X% $AMZN X% $NBIS X% The wild part is Amazon at only 7%. AWS still has the largest base of enterprise relationships deepest cloud integration & biggest commerce engine behind it. If even a small slice of that base shifts AI workloads onto Bedrock + Trainium the rerate will be obvious. I'm buying the gap between what people think Amazon is and what it is actually building and that is why Amazon is now my biggest position"
X Link 2025-10-26T14:23Z 315.2K followers, 218.3K engagements

"GROWTH STOCKS TAKE THE STAGE NEXT WEEK Monday $CIFR $PLTR $HIMS $NVTS $BWXT Tuesday $AMD $SMCI $ANET $TEM $ALAB $TEM $UBER $RIVN $SHOP $SPOT $HUT $AXON $ZETA Wednesday $HOOD $IONQ $ARM $LMND $U $CCJ $DOCN $APP $DUOL $ELF $EOSE $JOBY $FTNT $RXRX Thursday $CELH $QBTS $OSCR $VST $DDOG $FOUR $JMIA $SOUN $ABNB $TTD $IREN $ACHR $SMR $OPEN $MP $XYZ"
X Link 2025-11-02T13:59Z 315.2K followers, 171.5K engagements

"People keep calling this market a bubble across AI space quantum & nuclear. But a real bubble looked like 2021. The EV trade was built on consumer speculation when $NKLA $FSR $RIVN $LCID $PSNY $GOEV & $RIDE were worth $250B on only $82M of revenue. Those stories depended on selling to consumers in a crowded market so when rates rose and stimulus dried up it all collapsed. The names people call "frothy" today like $QBTS $RGTI $IONQ $OKLO $JOBY $ASTS & $ACHR are worth around $110B on $196M of revenue. They might look stretched but they sit inside government programs defense budgets & national"
X Link 2025-11-02T17:11Z 315.2K followers, 95.4K engagements

"Brutal pullbacks across a lot of the Fintwit favorites from their 52-week highs: $BMNR -XX% $DUOL -XX% $CRWV -XX% $RGTI -XX% $IONQ -XX% $OKLO -XX% $UUUU -XX% $HIMS -XX% $IREN -XX% $ASTS -XX% $ONDS -XX% $CIFR -XX% $OSCR -XX% $ORCL -41%"
X Link 2025-11-21T16:12Z 315.2K followers, 413.1K engagements

"THE TOP GROWTH PERFORMERS OF 2025 X. $IREN +330% X. $OPEN +322% X. $OKLO +316% X. $MP +254% X. $CIFR +205% X. $NBIS +201% X. $HOOD +188% X. $PL +176% X. $ONDS +163% XX. $JMIA +158% XX. $EOSE +154% XX. $MU +146% XX. $ASTS +143% XX. $QBTS +143% XX. $PGY +133%"
X Link 2025-11-22T14:07Z 315.2K followers, 112.5K engagements

"Absolutely wild that $GOOGL is now worth more than $AMZN + $TSLA combined 😳"
X Link 2025-11-24T17:36Z 315.2K followers, 195.7K engagements

"The funny part about people calling the $GOOGL & $META TPU deal the start of $NVDA pricing power erosion is that the biggest near-term winners arent even the chip vendors. It is the Futurum Data Center XX because they are the ones who can turn cheap stable energy into fully deployed & monetized compute at scale. Futurum DC10 AI Compute Layer: $NBIS $CIFR $IREN $WULF Nuclear Layer: $CCJ $LEU $OKLO Power Layer: $CEG $EOSE $VST"
X Link 2025-11-25T13:04Z 315.2K followers, 130.9K engagements

"$GOOGL CEO basically just said quantum is entering the same acceleration curve AI hit five years ago"
X Link 2025-11-27T12:32Z 315.2K followers, 372.6K engagements

"UPDATED 2025 PERFORMANCE ACROSS THE SEMICONDUCTOR ECOSYSTEM $MU +174% $LRCX +115% $KLAC +84% $INTC +83% $AMD +77% $AVGO +71% $AMAT +54% $ASML +50% $TSM +47% $NVDA +34% $ALAB +16% $QCOM +7% $ARM +7% $CDNS +2% $SNPS (16%) $MRVL (21%)"
X Link 2025-11-28T14:15Z 315.2K followers, 71.8K engagements

"This video makes it obvious that $MELI is a robotics story as much as it is an e-commerce or fintech story. Its the only player in LATAM that owns the marketplace the payments rail the credit engine the logistics network & now the automation layer tying it all together. That compounding flywheel is why its my second-biggest position"
X Link 2025-11-29T12:07Z 315.2K followers, 88.8K engagements

"THE TOP GROWTH PERFORMERS OF 2025 X. $IREN +387% X. $OPEN +381% X. $CIFR +339% X. $OKLO +331% X. $MP +297% X. $SYM +253% X. $HOOD +245% X. $NBIS +242% X. $JMIA +232% XX. $EOSE +210% XX. $ONDS +209% XX. $PL +195% XX. $MU +181% XX. $QBTS +170% XX. $ASTS +166%"
X Link 2025-11-29T12:33Z 315.2K followers, 152.3K engagements

"DATA CENTERS WILL HIT XX% OF U.S. POWER DEMAND BY 2029 X names to watch: $NNE grid buildout $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"
X Link 2025-11-29T14:30Z 315.3K followers, 247.5K engagements

"$GOOGL deserves to be valued like a $4T company because it is the only player that controls every layer of the AI stack & compounds them inside one ecosystem. AI Silicon Google builds & trains on its own silicon which means TPUs remove the $NVDA markup that every other player pays & create a structurally lower cost of compute. The fact that $META & Anthropic are already in active discussions to purchase billions of dollars of TPU capacity confirms that Googles hardware strategy is working at scale. AI Data Engine Google also trains on the richest real-time data corpus in the world. Search"
X Link 2025-11-30T14:31Z 315.2K followers, 152.6K engagements

"Monster day for $NBIS breaking back above $100"
X Link 2025-12-01T20:21Z 315.2K followers, 81.7K engagements

"$NVDA says global data center infrastructure could reach $4T dollars by 2030. That kind of runway is exactly why Michael Burry saying the AI boom is over doesnt line up with where the buildout is actually heading"
X Link 2025-12-02T14:58Z 315.3K followers, 63.2K engagements

"$NVDA CEO Jensen Huang told Joe Rogan that President Trump saved the AI industry"
X Link 2025-12-03T18:49Z 315.2K followers, 64.2K engagements

"If you told me at the start of the year that: Michael Burry would launch a Substack to call $PLTR $TSLA & $NVDA overvalued $GOOGL would move into the top three companies in the world Jensen Huang would show up on Joe Rogan The U.S. would have its longest government shutdown & market would still push to all-time highs I wouldn't have believed you"
X Link 2025-12-03T19:35Z 315.2K followers, 88.4K engagements

"$PLTR launched Chain Reaction with $NVDA as an AI infra platform that unifies utilities data centers & developers to forecast power demand as AI loads accelerate. AI doesnt scale without a coordination layer for power & Palantir is making it clear they plan to own that layer"
X Link 2025-12-04T11:13Z 315.3K followers, 74.6K engagements

"$SOFI announces a $1.5B public offering of common stock"
X Link 2025-12-04T21:20Z 315.3K followers, 312.4K engagements

"$GOOGL equity stake in SpaceX now worth $50B"
X Link 2025-12-05T20:38Z 315.3K followers, 392.7K engagements

"THE TOP GROWTH PERFORMERS OF 2025 X. $OKLO +393% X. $IREN +355% X. $OPEN +347% X. $CIFR +316% X. $MP +298% X. $ONDS +254% X. $HOOD +254% X. $NBIS +254% X. $ASTS +250% XX. $QBTS +221% XX. $JMIA +218% XX. $PL +216% XX. $EOSE +208% XX. $MU +182% XX. $PGY +167%"
X Link 2025-12-06T12:30Z 315.3K followers, 102.8K engagements

"President Trump said the proposed $NFLX & $WBD deal could be a problem"
X Link 2025-12-08T00:16Z 315.3K followers, 69.6K engagements

"$HOOD is expanding into Indonesia. The company is acquiring Buana Capital Sekuritas & a licensed crypto trader to enter a market with 19M capital-market investors & 17M crypto traders"
X Link 2025-12-08T01:20Z 315.3K followers, 36K engagements

"$IBM IS BUYING $CFLT FOR $11B"
X Link 2025-12-08T03:29Z 315.3K followers, 90.4K engagements

"OpenAIs new data shows that users saving more than XX hours a week consume 8x the compute of light users so the real productivity shows up only when AI becomes part of the core workflow. The AI economy will concentrate in platforms that can drive high-intensity usage: $NET Edge inference & global AI delivery $GOOGL Gemini usage spanning search Workspace & Cloud $AMZN Bedrock model consumption & AWS agent workloads $PLTR Decision-layer systems that expand as workflows deepen $META AI agents embedded across messaging feeds & commerce $MSFT Copilot integrated into Office Windows & enterprise"
X Link 2025-12-08T13:21Z 315.3K followers, 25.7K engagements

"@LeverageETFs $AVGO is going to kill it"
X Link 2025-12-08T15:29Z 315.2K followers, XXX engagements

"EVERY PART OF THE NUCLEAR TRADE IS NOW INTERCONNECTED Upstream you have the uranium miners & fuel processors like $CCJ $UUUU & $LEU that feed the entire system. Midstream you have the reactor & SMR builders like $SMR $OKLO $BWXT & $NNE turning that fuel into deployable nuclear capacity. Downstream you have the utilities like $NEE $VST $TLN & $CEG that convert that capacity into actual grid power. The whole stack moves as one now because power is becoming the bottleneck for the entire AI economy since if utilities cant deliver the megawatts required then the new data centers wont reach full"
X Link 2025-12-09T13:09Z 315.3K followers, 120.3K engagements

"$BMNR up over XX% ahead of the Fed tomorrow"
X Link 2025-12-09T18:59Z 315.3K followers, 77.4K engagements

"Absolutely wild that Polymarket is now pulling more monthly traffic than $DKNG"
X Link 2025-12-10T02:29Z 315.3K followers, 79.1K engagements

"China just called emergency meetings with $BABA ByteDance & Tencent to size demand for $NVDA H200 chips. Interesting move for a country that was supposedly not that interested in Nvidia hardware"
X Link 2025-12-10T12:34Z 315.3K followers, 102.3K engagements

"3 THINGS I'M LOOKING FOR IN $ORCL EARNINGS X. Proof OCI demand is diversifying beyond OpenAI I want evidence that last quarters bookings werent a one-off and that OCI is scaling across multiple AI customers. Any color on $META ramping xAIs actual consumption or new enterprise inference wins would directly reduce the overexposed to OpenAI overhang that has been crushing sentiment. X. Clarity on the capexcash flow timing mismatch Oracle has shifted from a software-margin story to a multi-gigawatt infrastructure buildout with negative FCF so I want to see a clearer walk-through of how these"
X Link 2025-12-10T17:57Z 315.3K followers, 165.5K engagements

"$HOOD JUST POSTED ITS NOVEMBER METRICS Robinhoods user base is only growing X% YoY but the platform activity is exploding way beyond that: Total assets +67% YoY Equity volumes +37% YoY Options +24% YoY Margin balances +147% YoY This tells me the platform is compounding faster than user growth which is exactly what you want to see when a brokerage moves from bigger to more economically powerful"
X Link 2025-12-10T21:34Z 315.3K followers, 101.5K engagements

"@PolymarketMoney What an earnings from $PL"
X Link 2025-12-10T22:46Z 315.3K followers, 1421 engagements

"Elon Musk just confirmed SpaceX is going public"
X Link 2025-12-10T23:52Z 315.3K followers, 70.5K engagements

"ERIC SCHMIDT WARNS ON US POWER GAP A 92GW shortfall means the US risks losing frontier AI training to whoever can stand up reliable power fastest which is why the real trade is in the companies rebuilding Americas grid nuclear base and AI utility layer. Grid & Power $CEG $NEE $VST $EOSE $NNE Nuclear $OKLO $SMR $LEU $GEV $CCJ $BWXT AI Utility $CRWV $NBIS $IREN $CIFR $WULF"
X Link 2025-12-11T12:54Z 315.3K followers, 44.8K engagements

"IWTB LIVE STREAM Oracle & Adobe Earnings Review $ORCL $ADBE Broadcom Earnings Preview $AVGO Space Economy Deep Dive $RKLB $ASTS $PL $RDW $FLY Is the AI Data Center Story Over $AMD $NVDA $CRWV $NBIS $IREN $CIFR $WULF"
X Link 2025-12-11T15:16Z 315.3K followers, 22.2K engagements

"MY ACTIVE SMALL-CAP WATCHLIST X. $IREN Iris Energy X. $JOBY Joby Aviation X. $OSCR Oscar Health X. $ONDS Ondas X. $RCAT Red Cat X. $OUST Ouster X. $OKLO Oklo X. $LMND Lemonade X. $RR Richtech Robotics XX. $HIMS Hims & Hers"
X Link 2025-09-19T13:03Z 315.3K followers, 257.8K engagements

"TOP X ACTIVE WATCHLIST FOR BOTH PORTFOLIOS Growth X. $GOOGL Alphabet X. $OKLO Oklo X. $IREN IREN X. $NBIS Nebius X. $ISRG Intuitive Surgical Small-Cap X. $ONDS Ondas X. $RR Richtech Robotics X. $OSCR Oscar X. $CIFR Cipher Mining X. $PRCT PROCEPT BioRobotics"
X Link 2025-09-27T13:45Z 315.3K followers, 166.2K engagements

"Breaking down the AI deals between $NVDA $AMD & OpenAI"
X Link 2025-10-06T17:13Z 315.3K followers, 1.6M engagements

"PRESIDENT TRUMPS COMPLETE ROADMAP FOR QUANTUM Quantum Computers & Cloud Services $IONQ $RGTI $IBM $GOOGL $QUBT $QBTS $HON Data Storage & Management $QMCO $WIMI Quantum Chip Solutions $INTC $HOLO Quantum Security/Encryption $LAES $ARQQ"
X Link 2025-10-23T13:06Z 315.3K followers, 582.5K engagements

"$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space. This is exactly why access to powered data centers has become the new leverage point. If compute is easy to buy but power is hard to get the leverage moves to whoever controls energy & infrastructure. Every new data center that $MSFT $GOOGL $AMZN $META & $ORCL are trying to build needs hundreds of megawatts of steady"
X Link 2025-11-02T12:42Z 315.3K followers, 2.7M engagements

"$ASML is the AI kingmaker because every LLM GPU stack & advanced chip is built using its machines. Watch how its lithography tech makes it all possible"
X Link 2025-11-02T15:33Z 315.3K followers, 98K engagements

"$AMZN just added NuPay to Amazon Brazil giving $NU 123M users instant credit line boosts & up to 24-month installment options. This is Amazon building native credit rails across Latin Americas fastest-growing consumer economy"
X Link 2025-11-05T14:25Z 315.3K followers, 72.1K engagements

"$BN CEO Bruce Flatt who oversees over $1T in assets across real estate infrastructure & energy says were not in a bubble but were entering a build cycle. He emphasized that the companies driving this era have balance sheets stronger than many nations & are locking in long-duration hard assets with 10+ years of cash flow visibility at fixed financing costs. Between AI compute demand electrification & population growth the global power capacity will need to expand by over 25K terawatt-hours in the next XX years. The market keeps calling it overvalued but the truth is were underbuilt"
X Link 2025-11-08T11:00Z 315.3K followers, 102.3K engagements

"I opened two new positions this week in the growth portfolio. Both companies are under $2B in market cap. Any guesses"
X Link 2025-11-08T14:10Z 315.3K followers, 417.1K engagements

"KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES Bullish $NVDA $AMD $EOSE $OPEN Hold $TSLA $PLTR $IREN $CIFR $NBIS $ONDS $OKLO $RKLB $ASTS $IONQ $HOOD $SOFI $TEM Bearish $ACHR $OSCR $HIMS"
X Link 2025-11-15T14:05Z 315.3K followers, 142.1K engagements

"Futurum Equities Podcast Episode #20 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $WULF $AMZN $MELI $AMD $NVDA $SOFI $APLD $AVGO $GOOGL $AMZN $MSFT $META"
X Link 2025-11-20T22:05Z 315.3K followers, 166.5K engagements

"Holy $GOOGL 😳"
X Link 2025-11-25T11:35Z 315.3K followers, 71.8K engagements

"Zuckerberg says $META is ready to spend $600B through 2028 because he knows the next platform shift will be owned by whoever builds the most capable AI infrastructure fastest. If superintelligence shows up early anyone who under-built will be structurally out of position for the most important technology wave in history. This pullback is noise compared to the scale of what they are positioning for"
X Link 2025-11-25T12:37Z 315.3K followers, 394.7K engagements

"Why is $ORCL down XX% in the past month Because Oracle is taking on the most aggressive capex plan in the industry & funding a data center buildout that is outsized relative to its revenue base. When you tie $500B of future obligations to one counterparty in OpenAI then the market starts assigning a Sam Altman risk premium. The upside is very real if demand holds & if Oracle can deploy capacity faster than $AMZN $MSFT or $GOOGL but the balance-sheet and concentration risks are just as real. I think the payoff will be enormous"
X Link 2025-11-26T14:16Z 315.3K followers, 142.8K engagements

"$GOOGL is teaming with Foxconn to build AI servers around TPUv7 Ironwood with Foxconn supplying the full compute-tray rack for every TPU rack. Foxconn wants to hit 2K per week by late 2026 which shows Google is scaling its training footprint much faster than most realize"
X Link 2025-12-01T12:15Z 315.3K followers, 63.5K engagements

"$MRVL Q3 EARNINGS Sales $2.08B vs Est. $2.07B EPS $XXXX vs Est. $XXXX Net Income $655M vs Est. $641M Q4 Guidance Sales $2.2B vs Est. $2.2B EPS $XXXX vs Est. $XXXX Signs Agreement to Acquire Celestial AI for $3.3B"
X Link 2025-12-02T21:11Z 315.3K followers, 24.4K engagements

"$CRWD Q3 EARNINGS Sales $1.23B vs Est. $1.22B EPS $XXXX vs Est. $XXXX FCF $296M vs Est. $276M ARR $4.92B vs Est. $4.90B Falcon Flex ARR: $1.4B -- up XXX% YoY Net New ARR: $265M -- up XX% YoY FY26 Guidance Sales $4.81B vs Est. $4.79B EPS $XXXX vs Est. $3.68"
X Link 2025-12-02T21:19Z 315.3K followers, 43K engagements

"$SNOW Q3 EARNINGS Sales $1.21B vs Est. $1.18B EPS $XXXX vs Est. $XXXX Net Revenue Retention XXX% RPO $7.9B -- up XX% YoY FY26 Guidance Product Sales $4.5B vs Est. $4.4B Operating Margin X% vs. Est. X% Snowflake & Anthropic Announce $200M Partnership to Bring Agentic AI to Global Enterprises"
X Link 2025-12-03T21:08Z 315.3K followers, 50.5K engagements

"$HIMS OFFICIALLY ENTERING CANADA AS ITS NEXT MAJOR INTERNATIONAL MARKET"
X Link 2025-12-04T12:35Z 315.3K followers, 65.6K engagements

"$AMZN profit engine is AWS and its growth engine is advertising and together those high-margin segments are now contributing $50B a quarter. The parts of Amazon that actually drive margin and valuation are becoming a larger share of total revenue while the low-margin retail base becomes more efficient through robotics and automated fulfillment. That mix of retail margin expansion and continued scale in AWS and ads is why this is my favorite name in the Mag X right now"
X Link 2025-12-04T17:26Z 315.3K followers, 123.3K engagements

"$META just secured a wave of AI data deals with major news publishers including USA Today People CNN & Fox News. Meta is clearly building a broader training pipeline by locking in commercial access to premium newsroom data"
X Link 2025-12-05T13:03Z 315.3K followers, 36.7K engagements

"Futurum Equities Podcast Episode #22 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $VKTX $AVGO $GOOGL $AMZN $META $CEG $SOFI $OKLO $EOSE $META"
X Link 2025-12-05T14:14Z 315.3K followers, 61.8K engagements

"Why $AMZN is my top position My base case has AWS reaching $400B in revenue by 2030. Put a 20x earnings multiple on that segment alone and you're looking at an AWS valuation of $3T by itself. The entire company today is worth $2.5T"
X Link 2025-12-05T14:15Z 315.3K followers, 149.9K engagements

"SpaceX is reportedly exploring a share sale that at a $800B valuation 👀"
X Link 2025-12-05T18:50Z 315.3K followers, 96.1K engagements

"AI chip demand is running far hotter than expected. $TSM CoWoS lines are overflowing because $NVDA $GOOGL & $AMZN are pulling forward so much GPU & custom-silicon volume that even the recent capacity expansions cannot keep up. The company is now outsourcing part of its CoWoS packaging to ASE (which is typically a last resort) & it shows that demand is running well ahead of what the supply chain can deliver"
X Link 2025-12-08T00:42Z 315.3K followers, 55K engagements

"Polymarket is pricing about a XX% chance of X cuts which fits a JOLTS report that still shows a firm labor market & little pressure for aggressive easing"
X Link 2025-12-09T15:14Z 315.3K followers, 38K engagements