@Stockolator Avatar @Stockolator TheStockoLator

TheStockoLator posts on X about $googl, $mu, ai, $sndk the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 35% finance 30% technology brands 22% cryptocurrencies 12% automotive brands 7% celebrities 4% countries 4% social networks 3% gaming 1%

Social topic influence $googl 16%, $mu 13%, ai 11%, $sndk 11%, $kxiay 9%, bitcoin 7%, $nvda 7%, in the 6%, stocks 6%, googl 5%

Top accounts mentioned or mentioned by @theprophet @nolimitgains @jvisserlabs @apompliano @cbdoge @tictoctick @dratchcap @newstart2024 @atlasshrug1 @r0ck3t23 @bitcoinisaiah @grok @gatoradequate @shanaka86 @drsingularity @ubergeek911 @bitcointeddy @accountablegop @atrupar @dogmanbtc

Top assets mentioned Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Bitcoin (BTC) NVIDIA Corp. (NVDA) Spacemesh (SMH) Tesla, Inc. (TSLA) Bunge, Ltd. (BG) Robinhood Markets, Inc. (HOOD) Palantir Technologies Inc. (PLTR) Berkshire Hathaway Inc. (BRK.A) Pattern Group Inc. (PTRN) BITMINE IMMERSION TECH (BMNR) ServiceNow Inc (NOW) Salesforce Inc (CRM) AppLovin Corporation (APP) Figma, Inc. (FIG)

Top Social Posts

Top posts by engagements in the last [--] hours

"@newstart_2024 Oh now we are backpedaling on the definition of Universal High Income after revising the whole concept from Universal Basic Income. What a surprise. 🙃🤡🤪🙄 Do not trust the carny barker. Do not trust the shell game"
X Link 2026-02-12T15:30Z [---] followers, [--] engagements

"@NoLimitGains $BG is another excellent ag play - undervalued and under-followed with a lot of room to run and a solid dividend. In the process of completing a merger that will make them a leader in agricultural logistics. I agree with you that ag is going to be getting increasing attention"
X Link 2026-02-12T00:07Z [---] followers, [----] engagements

"@jvisserlabs AI autonomy seems pretty dependent on whichever hyperscaler leads the pack - Anthropic for the moment - so I'd be hesitant to short Google or Amazon. Sure send the other two"
X Link 2026-02-12T18:50Z [---] followers, [--] engagements

"Here we go.where's my Universal High Income"
X Link 2026-02-07T04:57Z [---] followers, [--] engagements

"Whenever I want the latest stock market news to be reported with pinpoint accuracy I go to a Congressional hearing to listen to #PamBondi go off the rails. Only the finest people. Attorney General Pam Bondi says that the only reason people are interested in Epstein is to distract from the Dow Jones hitting [-----] and the stock market "smashing" records and how great the economy is. https://t.co/V3hwqjdTP4 Attorney General Pam Bondi says that the only reason people are interested in Epstein is to distract from the Dow Jones hitting [-----] and the stock market "smashing" records and how great the"
X Link 2026-02-11T20:04Z [---] followers, [--] engagements

"@AtlasShrug1 @NoLimitGains $BG is the play - its post-merger price is way undervalued and the merger will make it a leader in agricultural logistics. Lots of room to run"
X Link 2026-02-12T00:04Z [---] followers, [---] engagements

"@r0ck3t23 A load of horseshit. Karp is manufacturing fear and anxiety to sell you his surveillance tools. That's it - that's the loop. Karp serves only one master and that's lining his own pockets by peddling fear"
X Link 2026-02-12T15:40Z [---] followers, [--] engagements

"I hope a few of you enjoyed the $KXIAY rocket ride this morning. While the rest of tech is floundering the memory and storage trade zoomed higher. I closed out my $KXIAY position today on the big move but am still holding $SNDK and $MU. It is pretty typical for investors and traders to "hide out" in the corners of a theme that is working but that also fails eventually. I may regret dropping $KXIAY but I'll take a double that moved this fast any day all day. I won't be chasing it higher I don't think. With increasing volatility it could easily make a trip back to $120 at which point I would"
X Link 2026-02-12T19:18Z [---] followers, [---] engagements

"@BitcoinIsaiah @APompliano And yet many if not ALL of the spokesmen for bitcoin have been doing exactly that. Which is what I was addressing.watch what it does not what they say"
X Link 2025-10-30T15:33Z [---] followers, [--] engagements

"I'm a long-term buyer and holder of bitcoin. Just pointing out that it's trading soggy and has entered lower lows on price discovery during a period where most predictions including my own have been to see it moving higher into year-end. It begs the question because thwarted expectations will result in sellers"
X Link 2025-10-30T18:36Z [---] followers, [--] engagements

"The whole thing was lame political theater. China agreed to. buy soybeans from us which they only stopped doing because of Trump. (Incidentally they've only agreed to buy half of what they used to buy but Bessent is swanning around the media channels declaring victory.) US agreed to acquire rare earths from China which were only cut off because of Trump. Trump lowered the tariffs. That he raised. Nothing but a shell game for rubes who look on in awe and declare it 4D chess"
X Link 2025-10-31T05:02Z [---] followers, [--] engagements

"@grok @gatoradequate @The_Prophet_ a most excellent characterization @grok"
X Link 2025-11-01T18:48Z [---] followers, [--] engagements

"What is the leap from making Optimus a precise surgeon to eliminating poverty Do you plan to provide free healthcare to everyone who needs it Is that the leap in logic Or will you be charging for these services Because if that's the case then you are transferring money from consumers to your coffers not eliminating poverty. Duh. What a boondoggle. You could eliminate poverty by giving us all free Roadsters too. Start there and see how it goes"
X Link 2025-11-07T04:15Z [---] followers, [----] engagements

"@shanaka86 Money will end but Optimus will cost us $20000. Pure incoherence"
X Link 2025-11-07T14:17Z [---] followers, [--] engagements

"@Dr_Singularity Hey Optimus bring us the Soylent Green LOL"
X Link 2025-11-07T14:31Z [---] followers, [--] engagements

"I know quite a few from its early days. They used to talk about it all the time. Now they have stopped talking about it at all. Some of them sold most of their original holdings but several have hung on tight and are the quiet rich. The latter have not changed their lifestyle much. Most are still just the same dirtbag creatives that they have always been. Photographers filmmakers. My fellow tech junkies. Zero egos in that bunch just the drive to make stuff and live a low-maintenance life"
X Link 2025-11-08T18:06Z [---] followers, [----] engagements

"@ubergeek911 @Bitcoin_Teddy Gox disillusioned almost everyone but the most philosophically devoted adherents. Also Bittrex FTX etc. LOL. It has not been easy to hang on through the storms"
X Link 2025-11-08T19:50Z [---] followers, [--] engagements

"Will tokenization supplant bitcoin Tokenized gold particularly.a supposition worth examining. I'm a fan of both. But tokenized gold absorbs one of bitcoin's critical advantages - mobility and speed. Which leaves bitcoin's scarcity as its primary advantage. Is the Great Pivot happening Tom Lee says he could still see Bitcoin hitting 200K this year. but admits stablecoins and tokenized gold are already eating its use case. He even points to Cathie Wood who recently increased her BitMine exposure to bet on Ethereums future. https://t.co/nV9Iylpjqr Is the Great Pivot happening Tom Lee says he"
X Link 2025-11-11T19:03Z [---] followers, [---] engagements

"I don't really buy this correlation. The poorest countries have the highest birth rates (Somalia Chad Niger). And these are not countries which hold forth optimistic futures. So the premise that countries and culture reproduce they believe in themselves is flimsy. Ergo its converse is also greater than the sum of the thesis. Population is slowing in developed nations for many reasons - a bleaker future or civilizational collapse is a possibility I'll grant that but it's far from a foregone conclusion. When I was a youngster back when we only had [--] million people roaming the Earth there was a"
X Link 2025-11-12T21:57Z [---] followers, [----] engagements

"@AccountableGOP So this skull with hair is saying that her own [--] year old daughter is eligible pedophile fodder. What a fantastic role model"
X Link 2025-11-13T18:30Z [---] followers, [--] engagements

"Is this a time to sell a time to buy or a time to do nothing"
X Link 2025-11-13T21:08Z [---] followers, [--] engagements

"@atrupar Captain Maybelline out here spinning all kinds of bullshit"
X Link 2025-11-13T23:10Z [---] followers, [--] engagements

"My largest individual stock positions coming into this year were $HOOD and $PLTR. My largest individual positions as we exit [----] and move into [----] positioning are $GOOGL and $MU. Renaissance Technologies moved on both of these and Berkshire Hathaway is moving on a big position in Google. That's good company"
X Link 2025-11-15T20:39Z [---] followers, [---] engagements

"@Dogman_BTC @ScottAdamsSays 💯 same. as if the richest and most powerful people on the planet who could solve hunger in America today are going to suddenly start giving shit away.doesn't track. At all"
X Link 2025-11-16T17:11Z [---] followers, [--] engagements

"A super interesting podcast about Periodic Labs an AI start-up with a focus on using iterative loops to test real-world learning by AI in physics and chemistry. These kinds of focused experimentation will be the next level of AI - not building the AI but its use in theoretical experimentation followed by implementation. This is a pretty egg-headed discussion but they are embarking on the next-level journey of simulation and production. Could get crazy. Keep an eye on them. The new start-up by Bezos Project Prometheus is already following their model with his own project. What this means is"
X Link 2025-11-17T19:50Z [---] followers, [--] engagements

"There are only [--] growth equities which interest me heading into 2026: $GOOGL $MU $SMH Not adding to positions yet. $GOOGL got a nice boost from the Berkshire Hathaway news but bumps like that are mostly trades and will evaporate if markets continue their downward trajectory. $GOOGL - in addition to all of its other industry-leading assets do a search for Isomorphic Labs. $MU - the need for memory chips with all of the AI innovation yet to erupt in [----] will be immense. It is hyperscaler-agnostic. $SMH - own all the top chips and let the market decide the front-runners ($NVDA currently)"
X Link 2025-11-17T22:02Z [---] followers, [---] engagements

"If only Elon had copied Waymo and built LiDAR into his robotaxis they might actually be running without a safety driver lol. Now he needs to design build integrate test and permit new A15/16 chips to get close to Waymo's performance. I guess there's a reason Larry Sergey and Sundar didn't make the meme"
X Link 2025-11-17T22:11Z [---] followers, [---] engagements

"PREDICTION UPDATE: Every fantastic earnings release by tech companies has been met with "sell the news." The $NVDA earnings--good-bad-or ugly-- are more likely to sell off than to be the turning point which pulls us out of this painful sell-off. My working hypothesis has been for a sell-off before Christmas so I nailed that one even though this has been deeper than I would have predicted so far. It has broken all significant support. But the timing made it difficult to short. I hope you stayed nimble and took profits during this phase of the bull run as I repeatedly advised. Because we are"
X Link 2025-11-18T18:28Z [---] followers, [--] engagements

"What is the SightBringer smoking today LOL. Anti-technocracy Trump is building the scaffolding of technocracy. Free market democratic capitalism out. Technocracy in. Many of his most well-heeled supporters - Andreessen Thiel Lonsdale - openly lobby for a New Aristocracy of technocrats to run the show. All have released significant accessible materials in this regard"
X Link 2025-11-18T20:02Z [---] followers, [---] engagements

"Happy $NVDA earnings day to all who celebrate This seems like a good day to reiterate my highest conviction entrants in the mad race to profits - $GOOGL $MU $SMH. I own other equities but these are my highest conviction buys as we look at exiting [----] soon and entering 2026"
X Link 2025-11-19T16:48Z [---] followers, [---] engagements

"$GOOGL has been easy money ever since the threat by the DOJ to break it up was lifted. That was the easy buy. Since then it has been announcing breakthrough after breakthrough - whether it is TPUs robotaxis the Willow quantum chip market leadership in search Youtube. The list of winners goes on and on. And the best is yet to come - with Isomorphic Labs led by Demis Hassabis they will lead in using AI for drug discovery. This will be huge and it is the least discussed aspect of the company right now. (Credit to @jvisserlabs for pointing this out.)"
X Link 2025-11-19T16:57Z [---] followers, [--] engagements

"$SMH - just keep adding. The future will be driven by chips. Look at the [--] and 10-year performance of this thing. And that was mostly before AI. The Astral Age as I like to call it will be driven by semiconductors. The Industrial Revolution was driven by analogue chips - transistors and whatnot. We are in the early-ish innings of the Astral Age - the digitization of everything. The transmutation of everything into data. It is a thesis that will remain intact for at least the next [--] years and likely the next decade. But the deeper future of semis is light. Photonics. It will be the chip"
X Link 2025-11-19T17:23Z [---] followers, [--] engagements

"Good article attempting to outline next-level adaptations for bitcoin treasury companies. There are some good critiques of this model in the thread as well. Innovation is welcome. @jackmallers Smart move- we at @Tyr_Capital came to the same conclusion. The next phase for DATs is either 1) running a publicly traded BTC asset manager or 2) building a BTC financial services company https://t.co/TrnahHU6Ul @jackmallers Smart move- we at @Tyr_Capital came to the same conclusion. The next phase for DATs is either 1) running a publicly traded BTC asset manager or 2) building a BTC financial services"
X Link 2025-11-19T21:31Z [---] followers, [--] engagements

"Crazy good earnings from $NVDA. Stock is up AH. But we have seen plenty of pop n drops on stellar earnings. But this should let us put in a floor on this drawdown"
X Link 2025-11-19T21:44Z [---] followers, [---] engagements

"I warned about the $NVDA-driven pop-n-drop possibility yesterday during the frenzied after-hours trading. Lots of short-covering can deceive longs. The reversal underway is head-spinning. It's still a trader's market. Stay nimble"
X Link 2025-11-20T17:06Z [---] followers, [--] engagements

"@TicTocTick Pop n drop. Most of the leading tech stocks have been "sell the news" (the big exception being $GOOGL) - when the leader of the pack does a pop n drop the rest will follow. $NVDA was supposed to put in a bottom and since that failed down we go"
X Link 2025-11-20T18:14Z [---] followers, [----] engagements

"I bought gold at $327/oz. when it was left for dead in the '90s and am treating my bitcoin the same way. Go to sleep. My gold winnings already far exceed my bitcoin investment so win lose or draw.it doesn't matter unless I cash any of it in. Either one will compensate for losses in the other or I'll have two homeruns instead of just one. No crying in baseball"
X Link 2025-11-21T21:52Z [---] followers, [---] engagements

"There are companies using AI to build. Anduril Pattern ServiceNow Isomorphic Labs Salesforce AppLovin Walmart Figma Roblox Palantir - to name a few. Pretty much all of the defense start-ups are sorting this out with drone tech. It's still early. This is a pretty big pivot and will take time to fully integrate.The machines are moving quickly but the people responsible for the integrations will move more slowly. These are not simultaneous processes right now. The real Singularity will be machines moving machines forward not humans moving machines forward. Not there yet. We still push the"
X Link 2025-11-22T16:36Z [---] followers, [---] engagements

"@Honors_btc @HodlMaryland @Chase @Strike Odd. I do this regularly"
X Link 2025-11-22T17:50Z [---] followers, [--] engagements

"@TicTocTick $77K is an inflection point. If they liquidate Saylor in the $70s then we go to $30K. If they fail in the effort lows are close to completion"
X Link 2025-11-22T17:54Z [---] followers, [---] engagements

"Good point. My first deposit was a wire transfer which did not go well. But it was on the Strike side not the bank side - they held up the transfer and asked me to answer a lot of nosy questions that were none of their business like whether I used dApps with my wallet. It took them days to release the funds which gave me a lot of anxiety since it was a new account. But yes since then I've been using ACH you're correct"
X Link 2025-11-22T18:03Z [---] followers, [--] engagements

"@The_Prophet_ There's time and then there's transcendent time. Time out of time. The dissolution of time. You know what time it is Time for TIME. https://www.youtube.com/watchv=zhRzORqNa0E https://www.youtube.com/watchv=zhRzORqNa0E"
X Link 2025-11-23T22:02Z [---] followers, [--] engagements

"I don't think $GOOGL is seeing $NVDA as an existential threat. Google was stealthily building a full tech stack while they were under threat of a break-up by the DOJ. Once that was resolved this past fall it's been full steam ahead on all fronts. They were not being held back by the competition - they were under threat of a break-up by the US government. That was a major unknown hanging over their company. To an extent this has worked to their advantage as suddenly everyone is re-"discovering" Google and learning about all the projects that they have had underway this entire time including"
X Link 2025-11-25T16:05Z [---] followers, [---] engagements

"@TomInverse @The_Prophet_ Interesting points. Especially on the data. As my own post intended to point out Nvidia is actually playing catch-up with Google on several fronts not the other way around. Both of your points seem to support that view. The market is finally waking up to it"
X Link 2025-11-25T16:09Z [---] followers, [--] engagements

"💯💯 and there is no political or cultural will to address the gaps. Unfortunately bitcoin is being co-opted by some very powerful old farts. Its Achilles Heel (which is also one of its supreme advantages over fiat) may be its limited supply which makes high percentage accumulation too easy for the wrong class of people"
X Link 2025-11-25T16:36Z [---] followers, [---] engagements

"The NVDA/CSCO comparison is actually a pretty good one. NVDA isn't going anywhere just as CSCO is still current and experiencing a renaissance. But Google just broke its chokehold on pricing. @DratchCap Its simple. NVIDIA is priced like a monopoly and isnt. Additionally their most meaningful competition has a far more diversified ecosystem while being valued at less. Imo NVIDIA is the AI bubbles Cisco and Google is the AI bubbles Google. The 10y ROI will tell the story. @DratchCap Its simple. NVIDIA is priced like a monopoly and isnt. Additionally their most meaningful competition has a far"
X Link 2025-11-25T18:22Z [---] followers, [--] engagements

"Ask an engineer before drawing hard and fast conclusions. That's why I keep my brother around. @DratchCap @DratchCap You make some really good points. Our real-time GPU optimization results on AWS and OCI were basically identical same workloads same optimizations same chips. But when we streamed the output back to a remote display FPS on AWS dropped hard. Not a GPU problem at @DratchCap @DratchCap You make some really good points. Our real-time GPU optimization results on AWS and OCI were basically identical same workloads same optimizations same chips. But when we streamed the output back to"
X Link 2025-11-25T18:27Z [---] followers, [--] engagements

"@chatgpt21 We don't know that the players are OpenAI Anthropic & Google. This will be a huge contract or set of contracts. Who gets awarded is a big question mark"
X Link 2025-11-25T20:25Z [---] followers, [---] engagements

"@APompliano Monster truck rallies will never be same 🤣🤣"
X Link 2025-11-26T18:00Z [---] followers, [--] engagements

"It would not be difficult to tap AI to keep a running tally of whose work the AIs are trained on and using in order to pay for the commercial use of others' labors now would it It is sheer scamminess and laziness that prevents an honest accounting. If AI can't be trained to do this basic cataloguing function then of what use is it Billionaires should pay up not be sanctioned to steal. You're advocating for obsoleting humans when the agents can easily create accounts and actually create benefit for human creators. Cataloguing data is a pretty simple function for AI. Just make that the law and"
X Link 2025-11-30T22:25Z [---] followers, [---] engagements

"Today's forecast: cloudy with a chance of chop. Will probably flip green later today but it's a pure coin toss at this point. The cautious good news is that consumers are still showing up for the holidays despite soggy sentiment. The airport indicator is running hotter than expected"
X Link 2025-12-01T18:08Z [---] followers, [--] engagements

"@itsme_urstruly They eliminate time spent on social media. LOL. This pretty much sums up life before social media and video games that aren't played on a GameBoy actually"
X Link 2025-12-03T16:12Z [---] followers, [---] engagements

"@cb_doge As usual the fanboys think this will happen overnight. By the time it gets there NVDA will have moved on and Waymo will be operating in [--] cities. All of Tesla hinges on that chip"
X Link 2025-12-11T20:00Z [---] followers, [---] engagements

"He is spending a zillion dollars building a better chip and taking time to build and test it to compensate for the lack of LiDar and falling further behind Waymo while he does it. He's substituting one expense for another - although to be fair he thinks this chip will be powerful enough to drive Optimus and open up another large market so there's that. But taking this route while Waymo scales up could be a tactical error. Time will tell"
X Link 2025-12-12T17:14Z [---] followers, [--] engagements

"2026 #bullish factors: - we still have multiple tech revolutions underway in AI genomics defense autonomous vehicles chips.growth story is intact - despite the soggy feel of these markets we are firmly in the sideways chop zone and in a bull market sideways remains bullish until a turn confirms [----] #bearish factors: - macro uncertainty around AI impact (e.g. job losses).growth story showing major cracks - potential valuation compression/reversion to norms - bifurcated market collapses under consumer pressure - midterms could create chaos - American sentiment is against this action against"
X Link 2025-12-17T18:01Z [---] followers, [--] engagements

"@Roshan_Rinaldi Pearl-clutching by the son of the guy who introduced name-calling into American political discourse is also peak irony. A sub-zero on the self-reflection scale. 🤡🙄"
X Link 2025-12-21T19:45Z [---] followers, [---] engagements

"@The_Prophet_ Says the guy who bought (drumroll please) Twitter--the shortest short-form media platform in history. Peak irony. This guy is great at manufacturing but woefully inadequate at self-reflection"
X Link 2025-12-23T00:02Z [---] followers, [--] engagements

"We saw this same pattern at Thanksiving: run up the week into the holiday pullback right after the holiday. Tomorrow likely to be red again then green on the last day of the last quarter of [----]. What a year it has been"
X Link 2025-12-29T21:09Z [---] followers, [--] engagements

"Welp red markets on the last day of the last quarter is unusual and #bearish. This has been a most unusual year lucrative but strange as hell"
X Link 2025-12-31T17:24Z [---] followers, [--] engagements

"Winners: $GOOGL $MU $SNDK $SMH Google's Isomorphic Labs with Demis Hassabis will announce several new breakthroughs in genomics and biotech but I doubt we see immediate application in [----]. Nvidia could be pulling a Google - laying low in a more stealthy mode and then announcing a lot of winning drivers in robotics and autonomous. If SpaceX and/or Anduril come public this year we will get the zoomies in aerospace and defense. $HWM $KTOS $KKRNF $AVAV among others. A lot of choppy sideways action overall. We have [--] years worth of bull to digest. We will need fresh catalysts to go higher.more of"
X Link 2025-12-31T17:34Z [---] followers, [--] engagements

"my concern with the CEF is that as holders liquidate for cash the price drops. If a lot of people head for the exits - and there won't be new money coming in as with other CEFs on the open markets. This may be off-set as you say with rising prices as shares come public or appreciate. But there's a degree of price uncertainty overall. I'm not sure whether this is a genuine concern but it is why I ultimately selected the LT. https://twitter.com/i/web/status/2006422037481533595 https://twitter.com/i/web/status/2006422037481533595"
X Link 2025-12-31T17:47Z [---] followers, [--] engagements

"The tea leaves aren't revealing much about [----] yet. Normally the failure to generate gains early in the year is #bearish but given the out-sized gains in tech for the past [--] years some sideways chop and (in)digestion is not a bad start to the year. I'll reiterate my favorite high-conviction AI tech picks for 2026: $GOOGL $MU $SNDK $SMH. The logic: [--] - $GOOGL - the next level for AI is implementation and integration - Google's positioning is currently unmatched and its Isomorphic Labs' potential is enormous opening up a whole new market for the company but is not yet making big headlines [--] -"
X Link 2026-01-03T15:50Z [---] followers, [--] engagements

"$GOOGL quietly unveils its humanoid robotics strategy through its partnership with Hyundai. Atlas is ready for release. While others yammer about it Google does it. Every single time. https://bostondynamics.com/blog/boston-dynamics-google-deepmind-form-new-ai-partnership/ https://bostondynamics.com/blog/boston-dynamics-google-deepmind-form-new-ai-partnership/"
X Link 2026-01-06T15:18Z [---] followers, [--] engagements

"A little more color on the Google/Hyundai/Boston Dynamics partnership. Boston Dynamics will begin production of the new Atlas robots at its Boston headquarters immediately. All Atlas deployments are already fully committed for [----] with fleets scheduled to ship to Hyundai and Google DeepMind in the coming months. The company plans to add https://t.co/LKYTtDYrqF Boston Dynamics will begin production of the new Atlas robots at its Boston headquarters immediately. All Atlas deployments are already fully committed for [----] with fleets scheduled to ship to Hyundai and Google DeepMind in the coming"
X Link 2026-01-06T15:24Z [---] followers, [--] engagements

"It's funny to note that there's a lot of noise this morning about $NVDA competing with $TSLA in the full self-driving autonomous vehicle space. But keep in mind that $TSLA started competing with $NVDA by developing their own chips. What we are really seeing is convergence. Google Tesla Nvidia all racing towards similar AI implementation goals. Guess what they will all need Memory of course. That indicates $MU and $SNDK. https://twitter.com/i/web/status/2008589940838592822 https://twitter.com/i/web/status/2008589940838592822"
X Link 2026-01-06T17:22Z [---] followers, [--] engagements

"I'm listening to the talented Steven Cress whose top [--] stocks consistently out-perform the S&P500 deliver his top [--] picks for [----] on the Seeking Alpha. His first pick based on the strength of the quant system which he developed is $MU. Per Steven even with its big run-up forward PEG remains attractive. In case you are concerned about price. Still room to run. https://twitter.com/i/web/status/2008598318583320639 https://twitter.com/i/web/status/2008598318583320639"
X Link 2026-01-06T17:55Z [---] followers, [---] engagements

"A useful sidenote on Kioxia Holdings $KXIAY which I noted in the previous tweet. An under-followed pure memory play: I got a considerable better fill today from $IBKR than from Fidelity. A full point+ lower. Watch your fill prices on these OTC stocks"
X Link 2026-01-06T22:06Z [---] followers, [--] engagements

"Speculative play $KRKNF is trying to consolidate above $5. If you compare the current volume to its pop-n-drop volume in November accumulation is much slower and more deliberate. I warned against trusting the November pop but now I think we are seeing the stirrings of a longer-term trend higher. Basing is #bullish. And no one is chattering about it yet which is good. Stealthy is healthy. https://twitter.com/i/web/status/2008950196940718317 https://twitter.com/i/web/status/2008950196940718317"
X Link 2026-01-07T17:13Z [---] followers, [---] engagements

"I'm seeing a lot of anxiety about the huge run-ups in $MU and $SNDK and their consequent sell-offs today. But there's a lot of year left in this year Ask yourself: will these be higher or lower in December [----] We have four earnings reports ahead of us and these won't be missing. Consider that Samsung's announced yesterday that its profit has tripled to a record high on AI memory demand. https://www.bloomberg.com/news/articles/2026-01-07/samsung-posts-record-profit-after-ai-supercharges-memory-market"
X Link 2026-01-08T20:06Z [---] followers, [---] engagements

"Also on the theme of memory demand have a look at $KXIAY which is still popping higher while $MU sells off on price discovery after a big run. This is a Japanese Toshiba memory spin-off trading an an illiquid OTC stock. But it still ran up more in [----] on a % basis than any of its competitors. $MU is going through some stuff but a lack of demand is not one of 'em. https://twitter.com/i/web/status/2009356986278871322 https://twitter.com/i/web/status/2009356986278871322"
X Link 2026-01-08T20:10Z [---] followers, [---] engagements

"What makes you think that Boston Dynamics won't have a more dextrous robot by the time Tesla releases one Tech doesn't stand still. There will be more than one price point that customers will pay for a range of functionality as is true with every single major technology. You write as if Tesla is going to suddenly scoop everyone [--] months from now when every other manufacturer will already be iterating and releasing new designs. You have no clue what competitors are doing behind the scenes. But assuming that they are sitting on their hands waiting to see what Tesla does is ludicrous."
X Link 2026-01-10T20:24Z [---] followers, [--] engagements

"$KXIAY is a Toshiba spin-off co. that makes NAND same as Sandisk. It's putting up a god candle today as it has spent the last week playing catch-up to $SNDK. And no one is talking about it yet. Plenty of time to get in. Volume is only starting to consolidate on this name as it was virtually unknown and volume was nearly non-existent until the last few weeks. You'll probably start hearing this name soon. Demand for both memory and storage is impossibly high. https://twitter.com/i/web/status/2013990723390177344 https://twitter.com/i/web/status/2013990723390177344"
X Link 2026-01-21T15:03Z [---] followers, [---] engagements

"@WatcherGuru He could start by canceling the subscription model that he just introduced for FSD. LOL. Shell game rubbish"
X Link 2026-01-21T16:45Z [---] followers, [--] engagements

"Yes. The [----] election. The stirrings of polarization revealed then exacerbated by the disastrous Bush Jr. presidency and the outright lies about WMD that dragged us into illegal wars and the bad policies that led to the Great Recession. We never recovered and the things we tried to introduce as "fixes" made many things worse. One could also make a case for Bill Clinton's impeachment for a blow job because that marked a significant rupture in America's moral compass and also the start of the politicization of the use of the special counsel for investigating presidents - because when Ken Starr"
X Link 2026-01-22T18:08Z [---] followers, [--] engagements

"He's Loki the god of mischief who descends into matter periodically to fuck around with humans. No one fucks around with humans quite as skillfully as Elon. He's just saying the quiet part out loud by encoding it with human humor to deflect the truthiness of what he is saying. https://twitter.com/i/web/status/2014415233868337299 https://twitter.com/i/web/status/2014415233868337299"
X Link 2026-01-22T19:09Z [---] followers, [---] engagements

"@elonmusk Not worried at all because my Universal High Income will cover it. Can't wait"
X Link 2026-01-23T05:33Z [---] followers, [--] engagements

"@anandragn Data center builders are taking on too much debt. Buy the commodity supercycle and the equipment providers instead"
X Link 2026-01-23T19:12Z [---] followers, [----] engagements

"Is there a distinction between preparing for the singularity and considering safety guardrails If Demis Hassabis thinks we are 4-5 years away from his standard of this forthcoming singularity defined as when AI cognitively can formulate its own problems to solve then that is not a lot of runway to prepare is it This is an ongoing process one would hope not an end result. But the definition of the singularity does not seem monolithic. It seems to be fracturing as these developers continue pushing the frontier forward. https://twitter.com/i/web/status/2015123846723154388"
X Link 2026-01-24T18:05Z [---] followers, [--] engagements

"I bought mine in the 90s and sold half of it into the Great Recession when its value had tripled. I thought I was a genius. It is now up 1430%. Gold is for the death of fiat and/or to pass on to your kids whichever comes first. There are better ways to fund a sauna and a family trip than selling your gold stash young grasshopper. Trade a useless stock or some options or futures instead - most of them will fall out of fashion in a much shorter amount of time than gold. Although.family memories are more valuable than gold so there's that. So not a bad trade in the fullness of time but there are"
X Link 2026-01-24T20:57Z [---] followers, [----] engagements

"Let the hyperscalers duke it out over robotaxis and humanoid robots. The market is finally catching on that they will all need tons of memory and as I've been saying that means $MU and $SNDK. Sandisk up a whoppin' 23% today.+62 ticks. The market is catching up to my major thesis. https://twitter.com/i/web/status/2008588616109609266 https://twitter.com/i/web/status/2008588616109609266"
X Link 2026-01-06T17:16Z [---] followers, [---] engagements

"Ok - for my speculative portfolio only I'm adding a little bit of $KXIAY This is an unsponsored ADR - an OTC/pink sheet stock so it's not for the faint of heart. But they are a Japanese NAND memory manufacturer and considering the global demand they could catch fire. They're a spin-off from Toshiba with a $36B market cap so not exactly a start-up. Everyone is talking about the memory theme right now but no one talking about this ADR yet. It's too far under the radar. Yet demand for its products is massive. https://twitter.com/i/web/status/2008659026112807300"
X Link 2026-01-06T21:56Z [---] followers, [---] engagements

"@HPepethefrog @Nostre_damus just buy $XME"
X Link 2026-01-19T19:28Z [---] followers, [--] engagements

"NAND memory stocks getting crushed today but there's a shortage of these products so.will be buying more $SNDK and $KXIAY. Just not today. There may be more to this pullback than a one-day wonder. Today we contemplate the journey to $100 Silver. What a long strange trip it's been. https://twitter.com/i/web/status/2014786786074231000 https://twitter.com/i/web/status/2014786786074231000"
X Link 2026-01-23T19:46Z [---] followers, [---] engagements

"HANDY REMINDER: None of which was a threat until Trump started de-coupling from China making ridiculous TACO threats and de-stabilizing relationships with everybody except the Saudis. What a world. How many times do we have to watch this administration threaten trade partners or allies and then blame them for the outcomes It's completely insane. https://twitter.com/i/web/status/2015501241120428426 https://twitter.com/i/web/status/2015501241120428426"
X Link 2026-01-25T19:05Z [---] followers, [----] engagements

"$KXIAY is up a whopping 48% since I first started talking it up here on X exactly [--] weeks ago today. You're welcome. Memory and storage on back on the move again after a brief sideways pause. Blink and you miss it. $MU $SNDK"
X Link 2026-01-28T06:03Z [---] followers, [---] engagements

"So $HOOD and $PLTR were my largest holdings last year and I sold both near the top at the turn. I've traded them a bit since then but sold because believed most of the value was created last year prior to S&P [---] inclusion which is when I bought them. I'm watching $HOOD for a re-entry but the chart is disturbing. But it gives me pause on my highest-conviction stocks this year $MU and $SNDK which have run much further faster. Into the stratosphere. At what point do they turn for real My other high-conviction stock is $GOOGL but its climb while strong has not been insanely parabolic. Will add"
X Link 2026-01-29T17:57Z [---] followers, [---] engagements

"Helping the elderly with independent living is the only good use I can see for Optimus. Having a robot to do minor physical assists keep an eye out and summon family members or emergency services if needed and assist with menial tasks. But I just don't see well people with all of their own limb control benefiting. It's subtractive. You may bitch about shoveling snow or mowing but it's good for us humans to move our candy asses. https://twitter.com/i/web/status/2016937999775518736 https://twitter.com/i/web/status/2016937999775518736"
X Link 2026-01-29T18:14Z [---] followers, [--] engagements

"Unstoppable tank $SNDK is +17 on a day like this and $MU just flipped green. I guess they're not turning yet.let's see how they react to their own earnings. Madness"
X Link 2026-01-29T18:41Z [---] followers, [---] engagements

"$SNDK is up +90 points in after-hours. Holy moley. But the real story is little pink sheet $KXIAY. I've been the sole bull on this stock on Twitter/X for a bit. It will be interesting to see how it opens since the after-hours is opaque on unlisted stocks. Here's some great news about cooperation between these two companies. https://seekingalpha.com/news/4544515-sandisk-and-kioxia-extend-yokkaichi-joint-venture-through-2034-shares-up https://seekingalpha.com/news/4544515-sandisk-and-kioxia-extend-yokkaichi-joint-venture-through-2034-shares-up"
X Link 2026-01-30T02:54Z [---] followers, [---] engagements

"It's quite remarkable to me that $SNDK up +90 points on earnings isn't trending here on X. For all the incredible action in the stock in the past few months it still might be early-ish"
X Link 2026-01-30T03:11Z [---] followers, [---] engagements

"Are you kidding with this He's responsible for the death of millions of his own countrymen sacrificing these humans' lives while accomplishing NOTHING. Not a good guy. A mass murderer claiming moral superiority to the pedos running this country. How low can we set the fucking bar https://twitter.com/i/web/status/2017643382122942470 https://twitter.com/i/web/status/2017643382122942470"
X Link 2026-01-31T16:57Z [---] followers, [--] engagements

"@bitcoin_sloth @PeterDiamandis Not really. I'm a tech junkie so usually find new tech developments quite exciting. It's the humans who exacerbate my pessimism not the machines"
X Link 2026-01-31T18:31Z [---] followers, [--] engagements

"$PTRN which I mentioned last week is up more than 22% from when I pointed it out. It's now trading 17% above its IPO price. This was inevitable. Let's see if it can hold and go. It is still unnoticed at these levels. You can sell the Nov [--] puts and still pick it up at its IPO price if you get put the stock or else pocket a pretty nice low-risk premium. Not advice just thinking about how I intend to pick up more at the open if the options don't run away from me. That's a solid play in either direction. https://twitter.com/i/web/status/1981459252582764955"
X Link 2025-10-23T20:34Z [---] followers, [---] engagements

"you can't instantly transfer $AAAU or $OUNZ. Not the same as tokenization at all. It's hilarious how suddenly tokenization becomes a bad idea when it gives gold more velocity & mobility and takes away some of the criticisms of it from the bitcoin community. I own both gold and bitcoin in size and the crying by the bitcoin community is childish. Both are important financial vehicles with some similar and also some different characteristics. Schiff is stupid for pitting these assets against each other. But the overreaction and hatred for a universal asset with more longevity than any other"
X Link 2025-10-24T17:42Z [---] followers, [--] engagements

"$PTRN just reported a great quarter. This recent IPO continues to be under-followed. Eventually Wall St. will notice it"
X Link 2025-11-05T22:34Z [---] followers, [---] engagements

"Reading a lot of chatter about metals out-performing this year. Here's how I'm positioned - once again keeping it simple. I don't need to catch every tick - I just want a nice bite of the move. 40% $XME - materials and mining 20% $CEF - physical gold & silver 20% $REMX - rare earths 20% $COPX - copper https://twitter.com/i/web/status/2013331072805937510 https://twitter.com/i/web/status/2013331072805937510"
X Link 2026-01-19T19:21Z [---] followers, [---] engagements

"$GOOGL earning should prop things up again tomorrow. I'll probably have cause to regret exiting the stock beforehand. But I'm in a take-the-money-and-run state of mind"
X Link 2026-02-03T21:10Z [---] followers, [--] engagements

"Maybe she needs to brush up on her Aramaic instead of spewing nonsense. You can pray directly to God without this loose screw as interlocutor. No need for yelling cosplay or performative Christianity is required. Matthew 6:5-7 5And when thou prayest thou shalt not be as the hypocrites are: for they love to pray standing in the synagogues and in the corners of the streets that they may be seen of men. Verily I say unto you They have their reward. 6But thou when thou prayest enter into thy closet and when thou hast shut thy door pray to thy Father which is in secret; and thy Father which seeth"
X Link 2026-02-05T22:55Z [---] followers, [--] engagements

"$KXIAY closes up a monster +12%+ today and still no one is talking about it. I bought more into the god candle today which I almost never do.but the growth story ahead at their Kitakami fab swayed me. They are just getting started on their next-gen flash products. Here's an article. Focus on the end: "Nakato believes that Kioxias Yokkaichi and Kitakami factories can meaningfully help with the global NAND supply shortage. The former reportedly uses AI and IoT technologies to collect approximately [--] TB of manufacturing data daily to maximize yield. Meanwhile the Kitakami fab barring any"
X Link 2026-01-21T21:39Z [---] followers, [---] engagements

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