@Unclestocknotes Avatar @Unclestocknotes Unclestocknotes

Several investment firms have recently disclosed their stock holdings. Michael Burry's Scion Asset Management added to several positions, including Estee Lauder, Pinduoduo, and HCA Healthcare. Other firms, such as Grab, have also revealed new positions in companies like Joby Aviation, Aurora Innovation, and Uber.

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Social Influence

Social category influence stocks 37.72% technology brands 14.04% finance 8.77% financial services #670 automotive brands 4.39% cryptocurrencies 3.51% countries 0.88% celebrities 0.88% currencies 0.88%

Social topic influence ai 14.04%, $onds #244, pltr 5.26%, nvda 4.39%, $crwv #17, $leu #59, vanguard #181, ceo 2.63%, $alab 2.63%, avgo 2.63%

Top accounts mentioned or mentioned by @joinyellowbrick @saiseiinvesting @whitepine009 @speculatorio @koyfincharts @balder13946731 @erichs19290201 @tktamato @dogstar09138359 @fargerger @ceoondas @mylpl9 @thesharkmindset @liweiliu476419 @mast3rmindx @nyx_zheng @zongyou_27 @grnlndusrefugee

Top assets mentioned Ondas Holdings Inc. Common Stock (ONDS) CoreWeave, Inc (CRWV) Centrus Energy Corp. (LEU) Astera Labs, Inc. (ALAB) NVIDIA Corp. (NVDA) Applied Digital Corp. (APLD) Lam Research Corporation (LRCX) CAVA Group, Inc. (CAVA) Oracle Corporation (ORCL) AeroVironment, Inc. (AVAV) Oklo Inc. (OKLO) Vistra, Corp. (VST) Broadcom, Inc. (AVGO) Vertiv Holdings Co (VRT) Sandisk Corporation (SNDK) Bloom Energy Corporation (BE) Micron Technology, Inc. (MU) DigitalOcean Holdings, Inc. (DOCN) Applied Materials, Inc. (AMAT) Western Digital Corp (WDC) Twist Bioscience Corporation Common Stock (TWST) Orochi Network (ON) Critical Metals Corp. Ordinary Shares (CRML) Enphase Energy Inc (ENPH) Nextracker Inc. (NXT) Arm Holdings plc (ARM) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Morgan Stanley (MS) ServiceNow Inc (NOW) BETA Technologies, Inc. (BETA) IonQ, Inc. (IONQ) Crane Holdings, Co. (CR) SoFi Technologies, Inc. Common Stock (SOFI) TransMedics Group, Inc. Common Stock (TMDX) MercadoLibre Inc (MELI) AllianceBernstein Holding, L.P. (AB) AB (prev. Newton) (AB) UBS Group AG (UBS) Hims & Hers Health, Inc. (HIMS) Kratos Defense & Security Solutions, Inc. (KTOS)

Top Social Posts

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

"202615 [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31% https://x.com/stocksavvyshay/status/2022696338627145797s=46 HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31% https://t.co/dvJKQwuaZM"
X Link 2026-02-14T16:53Z 26.8K followers, [----] engagements

"#U Unity πŸ”Ή4.465 [-----] 🟒 πŸ”Ή-$0.31-$0.39🟒 πŸ”Έ [----] πŸ”Ή $1.703B-$1.708B $1.680B-$1.690B πŸ”Ή EBITDA3.63 [-----] [---] [----] [----] πŸ”Ή [----] [-----] πŸ”Ή EBITDA7900 [----] πŸ”Ή [----] 5% πŸ”Ή [----] -5% πŸ”Ή1700-84% πŸ”Ή GBV$20.1B 10% πŸ”Ή EBITDA9200 750-8000 22% πŸ”Ή [---] πŸ”Έ Unity [--] πŸ”Έ [----] [--] πŸ”Έ Jarrod Yahes [----] [--] [--] πŸ”Έ KLMVR Deutsche BahnAR VR πŸ”Έ πŸ”Έ Unity [--] πŸ”Έ Unity Unity [--] https://twitter.com/i/web/status/1854718713737408661 https://twitter.com/i/web/status/1854718713737408661"
X Link 2024-11-08T02:52Z 26.6K followers, [----] engagements

"CAVA GROUP INC #CAVA CAVA [----] Q4 EBITDA [----] EBITDA [--]. $2.274 +28.3% EBITDA$2510 +60% CAVA +21.2% CAVA [---] [--] [----] 6%-8% EBITDA$1.5-$1.57 $1.6383 62-66 [--]. PE () [----] EBITDA$1.15 [----] EBITDA$1.5 - $1.57 [----] EPS $0.50 - $0.55 4-5% [----] PE 180x $99 FWD PE2025 120x [----] EPS EV/EBITDA [----] EV/EBITDA 90x [----] EV/EBITDA 65x DCF [--] 20% EBITDA 12%-13% (WACC) 10% 3% $80 - $100 [--]. βœ… 21.2% 28% βœ… [----] 62-66 βœ… ⚠ ⚠ [----] EBITDA [--]. 6-12 12-24 🟒 scenario$110-$120 scenario$90-$100 DCF scenario$70-$80 CAVA $80-$90 https://twitter.com/i/web/status/1894611242389790744"
X Link 2025-02-26T04:51Z 26K followers, [----] engagements

"CAVA Group (#CAVA) CAVA Z CAVA Better-for-you Fast Casual CAVA https://open.substack.com/pub/unclestocknotes/p/cava-group-cavar=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/cava-group-cavar=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-06-17T15:50Z 26K followers, [----] engagements

"#AXON [----] GAAP EPS +33% $552M 30% https://open.substack.com/pub/unclestocknotes/p/axon-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/unclestocknotes/p/axon-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-11-14T20:14Z 25.5K followers, [----] engagements

"#NVDA Jensen Huang [--]. #CRWV - CoreWeave (89%) [--]. #APLD - Applied Digital (7%) [--]. #ARM - ARM Holdings (2%) [--]. #NBIS - Nebius Group (1%) [--]. #RXRX - Recursion Pharma (1%)"
X Link 2026-01-07T07:15Z 26.8K followers, [----] engagements

"#LRCX Lam Research [----] https://open.substack.com/pub/unclestocknotes/p/lrcx-lam-research-2026-d5br=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/lrcx-lam-research-2026-d5br=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-01T06:02Z 26.3K followers, [----] engagements

"#ORCL 57% OpenAI #MSFT 45% OpenAI #ORCL CEO OpenAI AI OpenAI $ORCL was punished because 57% of its backlog is tied to OpenAI. $MSFT was punished as well with 45% of its backlog linked to OpenAI. But as $ORCL co-CEO explained the risk is limited if OpenAI were unable to honor its commitments: The infrastructure big AI players need is https://t.co/CosALrBKWp $ORCL was punished because 57% of its backlog is tied to OpenAI. $MSFT was punished as well with 45% of its backlog linked to OpenAI. But as $ORCL co-CEO explained the risk is limited if OpenAI were unable to honor its commitments: The"
X Link 2026-02-02T01:40Z 25.7K followers, 15.7K engagements

"(CXMT) DDR4 Morgan Stanley [--]. (Report on DDR4 price cut incorrect) ETtoday (Incorrect) [--]. DDR4 CXMT DDR4 CXMT (Foundry) IC GigaDevice [--]. CXMT GigaDevice CXMT [----] (Pricing Hike) $138 News Link: https://twitter.com/i/web/status/2018818156274323570 https://twitter.com/i/web/status/2018818156274323570"
X Link 2026-02-03T22:45Z 26.6K followers, 11.3K engagements

"(Drone Dominance Program DDP) (Attritable) The Gauntlet #KTOS (Kratos Defense): Kratos SRE Kratos (Valkyrie) #RCAT (Red Cat Holdings): βœ… Teal Drones RCAT FANG #AVAV (AeroVironment): ❌ (Phase 1) DDP ($5000 )AVAV (Switchblade) [--] AVAV ONDS (Ondas Holdings): ❌ βœ… PDW (Performance Drone Works) ONDS PDW2025 [--] Ondas PDW [----] ONDS PDW ONDS (AVAV) [--] (RCAT PDW) (Beta) #RCAT (Alpha) #KTOS [--] (The Gauntlet) [---] https://www.war.gov/News/Releases/Release/Article/4396462/war-department-announces-vendors-invited-to-compete-in-phase-i-of-the-drone-dom/"
X Link 2026-02-04T07:18Z 26.7K followers, [----] engagements

"#NOW ServiceNow [----] #NOW https://open.substack.com/pub/unclestocknotes/p/now-servicenow-2025-504r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/now-servicenow-2025-504r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-07T00:59Z 26.8K followers, [----] engagements

"#MU [--] [-------] DRAMNAND2027DRAM2027NAND2027 [----] HBM42026SKHBM2026 2026DRAM56% HBMDRAMAI https://twitter.com/i/web/status/2020364136790491520 https://twitter.com/i/web/status/2020364136790491520"
X Link 2026-02-08T05:08Z 25.5K followers, [----] engagements

"Deutsche Bank [---] [--]. EPS $46.50 Melissa Weathers [----] CY26E EPS $46.50Micron EPS $102018 $11.51 AI HBM Micron 50%-60% HBM [--]. P/E P/E Melissa Unprecedented Tightness [--]. Risk Watch Tariff and macro uncertainties [----] Micron DRAM HBM4 Micron EPS $40 [----] $46.50 20%-30% [---] AI https://twitter.com/i/web/status/2021309963038241043 https://twitter.com/i/web/status/2021309963038241043"
X Link 2026-02-10T19:47Z 26.7K followers, [----] engagements

"Amazon 13F [----] [--] [--] [--]. Beta Technologies #BETA eVTOL BETA [--]. AI ALABMRVL IONQ AI Astera Labs #ALAB [----] Connectivity [----] [----] ALAB Marvell #MRVL [----] Marvell Trainium AI MRVL Nvidia IonQ #IONQ [----] AWS Braket IonQ [--]. Rivian #RIVN [----] [--] Rivian Rivian https://twitter.com/i/web/status/2021352448833860040 https://twitter.com/i/web/status/2021352448833860040"
X Link 2026-02-10T22:35Z 25.6K followers, [---] engagements

"MU HBM4 https://open.substack.com/pub/unclestocknotes/p/mu-hbm4r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/mu-hbm4r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-11T07:21Z 26.7K followers, [----] engagements

"#ALAB Astera Labs [----] #ALAB https://open.substack.com/pub/unclestocknotes/p/alab-astera-labs-2025-516r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/alab-astera-labs-2025-516r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-11T07:30Z 26.7K followers, [----] engagements

"#MU HBM [--] #MU #MU HBM4 #MU [--] https://open.substack.com/pub/unclestocknotes/p/mu-hbm4utm_campaign=post-expanded-share&utm_medium=post%20viewer https://open.substack.com/pub/unclestocknotes/p/mu-hbm4utm_campaign=post-expanded-share&utm_medium=post%20viewer"
X Link 2026-02-11T19:37Z 26.7K followers, [----] engagements

"#MU CFO NVIDIA CFO Wolfe Research CFO HBM4 HBM4 [--] Gbps [----] HBM CFO [--]. TD Cowen $600 [--]. $500 [--]. () $450 [----] EPS $52 FROM #MU CFO: HBM4HBM411GB/s https://uk.finance.yahoo.com/news/micron-stock-rises-5-5-145226462.html https://uk.finance.yahoo.com/news/micron-stock-rises-5-5-145226462.html"
X Link 2026-02-11T19:50Z 26.7K followers, [----] engagements

"Save America Act 216215"
X Link 2026-02-11T21:40Z 26.7K followers, [----] engagements

"13F [----] [-------] #PLTR 637% [-------] https://www.investors.com/news/technology/palantir-stock-daiwa-upgrade-buy-artificial-intelligence-contract-ramp/ https://www.investors.com/news/technology/palantir-stock-daiwa-upgrade-buy-artificial-intelligence-contract-ramp/"
X Link 2026-02-12T02:44Z 26.7K followers, [----] engagements

"Seedance [--] AI 1) vs Seedance [--] just dropped and it's the most insane AI video we have ever seen. This will decimate movie studios all over the world. [--] wild examples and how to get access right now: 1) Jackie Chan vs Jet Li full movie scene https://t.co/wuCyHrFVnr Seedance [--] just dropped and it's the most insane AI video we have ever seen. This will decimate movie studios all over the world. [--] wild examples and how to get access right now: 1) Jackie Chan vs Jet Li full movie scene https://t.co/wuCyHrFVnr"
X Link 2026-02-12T03:45Z 26.8K followers, 10.8K engagements

"Seedance [---] Godzilla"
X Link 2026-02-12T03:51Z 26.7K followers, [----] engagements

"Ondas #ONDS Iron Drone DHS Fortem Technologies [----] FIFA Kinetic Mitigation [--]. Fortem [----] DroneHunter TrueView R30 SkyDome [--]. DHS Fortem DHS [----] [---] [--]. ONDS FEMA [---] [--] ONDS Iron Drone [--]. DHS AI Would you like me to analyze how this $115M DHS investment might impact the stock performance of the remaining publicly traded C-UAS companies # #Fortem #ONDS # https://www.nationaldefensemagazine.org/articles/2026/2/12/counter-drone-company-hired-to-protect-fifa-world-cup-venues https://www.nationaldefensemagazine.org/articles/2026/2/12/counter-drone-company-hired-to-protect-fifa-world-cup-venues"
X Link 2026-02-12T18:58Z 26.6K followers, [---] engagements

"@SaiseiInvesting #ONDS CEO"
X Link 2026-02-12T19:48Z 26.7K followers, [----] engagements

"Rep. John McGuire [---] [--] #NVDA and #MSFT 1) 2) https://disclosures-clerk.house.gov/FinancialDisclosure https://disclosures-clerk.house.gov/FinancialDisclosure"
X Link 2026-02-12T19:55Z 26.7K followers, [----] engagements

"Palantir Alex Karp Michael Burry Palantir Nvidia"
X Link 2026-02-12T20:40Z 26.7K followers, 16.8K engagements

"Ticker [--] [--]. Capitol Trades () "Byron Donalds" IssuerBuy/Sell $15K - $50K Quiver Quantitative WSB House Stock Watcher [--]. Office of the Clerk U.S. House of Representatives "Search Financial Disclosure Reports" Last Name DonaldsFirst Name Byron Filing Year [----] "PTR" (Periodic Transaction Report) [--] [--]. (X / Twitter) X Transaction Date () [--] [--] [--] [--] [--] http://disclosures-clerk.house.gov http://housestockwatcher.com http://quiverquant.com/congress-trading http://capitoltrades.com http://disclosures-clerk.house.gov http://housestockwatcher.com http://quiverquant.com/congress-trading"
X Link 2026-02-13T18:47Z 26.7K followers, [--] engagements

"2026 [--] [--] Ondas #ONDS [--]. Iron Drone Raider [--]. Raider AI [--]. [----] [---] 180% #ONDS #IronDrone # # https://twitter.com/i/web/status/2022387833965629523 https://twitter.com/i/web/status/2022387833965629523"
X Link 2026-02-13T19:10Z 26.8K followers, [----] engagements

"September [--] [----] : [--]. 1125BP62.9% [--]. 530Hess Corp.HessCEO John HessOPEC [--]. USMXILA [--]. AICerebras SystemsIPO #CBRS [--]. COMEX0.47%2655.50/COMEX1.58%31.420/ [--]. - - -502% - - [---] https://twitter.com/i/web/status/1840892627622773224 https://twitter.com/i/web/status/1840892627622773224"
X Link 2024-09-30T23:12Z 26.8K followers, [----] engagements

"Centrus Energy (LEU)Cameco (CCJ)Constellation Energy (CEG)Vistra Corp (VST)NuScale Power (SMR) Oklo Inc. (OKLO) https://open.substack.com/pub/unclestocknotes/p/centrus-energy-leucameco-ccjconstellationr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/centrus-energy-leucameco-ccjconstellationr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-05-25T04:48Z 26.8K followers, [----] engagements

"#CEG Constellation Energy Crane Clean Energy Center (Crane ) [----] (Platts Global Energy Awards) Microsoft () [--] (PPA) [--] [---] (MW) [----] GDP [---] [--] [----] # #35 # https://twitter.com/i/web/status/1999572918511288532 https://twitter.com/i/web/status/1999572918511288532"
X Link 2025-12-12T20:11Z 26.8K followers, [----] engagements

"2026 Top [--] [--]. AI CoreWeave #CRWV - [--]. AI Vistra Corp #VST - CEG () [--]. AI Broadcom #AVGO - ASIC [--]. Kratos #KTOS - [--]. TransMedics #TMDX - [--]. () Eos Energy #EOSE - [--]. Amazon #AMZN - [--]. MercadoLibre #MELI - [--]. SoFi Technologies #SOFI - [--]. () Rubrik #RBRK - https://open.substack.com/pub/unclestocknotes/p/2026-top-10r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/2026-top-10r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-25T02:59Z 26.8K followers, 32K engagements

"NVIDIA Rubin IC (PMIC) IFX IFNNY Infineon Technologies (IFX)(IFNNY) https://open.substack.com/pub/unclestocknotes/p/nvidia-rubin-ic-pmicr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/nvidia-rubin-ic-pmicr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-23T17:10Z 26.8K followers, [----] engagements

"Nancy Pelosi AllianceBernstein #AB $AB (AllianceBernstein Holding L.P.) (Purchase) [----] [--] [--] [----] [--] [--] [---] [---] ($1000001 $5000000) [-----] $39.00 - $40.00 [----] [----] $AB [--] [--] [---] [---] AllianceBernstein (High Dividend Yield) AI AI (#NVDA #VST) #AB https://twitter.com/i/web/status/2015821578282430661 https://twitter.com/i/web/status/2015821578282430661"
X Link 2026-01-26T16:18Z 26.8K followers, [----] engagements

"#ONDS 🀣🀣🀣 [--]. IMC-Chicago LLC [----] [--] [--] Ondas Inc. 257.66% [------] [----] [--] [--] [-----] [--]. UBS Group AG () [----] [--] [--] Ondas Inc. 126.11% [-------] [----] [--] [--] [------] [--]. Vanguard Group Inc () [----] [--] [--] Ondas Inc. 39.89% [--------] [----] [--] [--] [--------] [----] #ONDS Vanguard Group [----] [---] 39.89% [---] [----] $9.76 SEC EDGAR (Ondas Inc.) https://www.sec.gov/edgar/browse/CIK=1646188 https://www.sec.gov/edgar/browse/CIK=1646188"
X Link 2026-01-30T00:11Z 26.8K followers, 14.1K engagements

"#GLW Corning [----] LOL. #GLW https://open.substack.com/pub/unclestocknotes/p/glw-corning-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/glw-corning-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-02T01:47Z 26.8K followers, [----] engagements

"SP [---] #ALAB #RDDT #LNG #VRT #VEEV #MRVL #HEI #ZM #LPLA #FCNCA #CPNG #MKL #MSTR #COHR #SOFI"
X Link 2026-02-07T00:36Z 26.8K followers, [----] engagements

"Jane Street #ONDS 41% Vanguard [----] [----] BlackRockMorgan Citadel Jane Street VanguardGoldman Hood River [--] [----] [----] ⚑JUST IN: Jane Street just dumped 41% of their position in $ONDS. (THIS IS GOOD) Meanwhile Vanguard added [----] MILLION shares. Let me make this clear: Jane Street is a high-frequency prop shop that rotates capital every [--] hours. Vanguard holds for YEARS. When Vanguard https://t.co/5qisTsauHF ⚑JUST IN: Jane Street just dumped 41% of their position in $ONDS. (THIS IS GOOD) Meanwhile Vanguard added [----] MILLION shares. Let me make this clear: Jane Street is a high-frequency"
X Link 2026-02-07T17:39Z 26.8K followers, 20.1K engagements

"(FDA) [--] [--] GLP-1 Hims & Hers Wegovy #Hims $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment. https://t.co/CVIux8BER0 $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment."
X Link 2026-02-08T05:11Z 26.8K followers, [----] engagements

"#ETN Eaton [----] -CSP https://open.substack.com/pub/unclestocknotes/p/etn-eaton-2025-578r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/etn-eaton-2025-578r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-08T06:54Z 26.8K followers, [----] engagements

"#CRDO [----] [----] [---] #EASYMONEY"
X Link 2026-02-10T02:18Z 26.8K followers, [----] engagements

"Kratos #KTOS πŸš€ 1.1B Kratos [----] # KRATOS $KTOS WILL SUPPLY DRONE DOMINANCEπŸš€ Recently Kratos was selected to be in the phase [--] gauntlet of the Department of Defenses $1.1B Drone Program The objective is to rapidly build one way attack drones at low prices This puts Kratos in a great position & could https://t.co/SvGTAPcWJs KRATOS $KTOS WILL SUPPLY DRONE DOMINANCEπŸš€ Recently Kratos was selected to be in the phase [--] gauntlet of the Department of Defenses $1.1B Drone Program The objective is to rapidly build one way attack drones at low prices This puts Kratos in a great position & could"
X Link 2026-02-11T21:16Z 26.8K followers, [----] engagements

"Kioxia HDD NAND AI [--]. NAND Market Outlook a. HDD "DC/Enterprise" "Shortage of NL-HDDs is generating mid-term demand for high-capacity QLC SSDs" Seagate HDD (Nearline HDD) QLC SSD #WDC #SNDK b. [----] "Supply/Demand""Bit Growth: High teens % in CY2026. Expected supply constraints" Kioxia [----] (Constraints) c. "Smartphone/PC" "Rising BOM (Bill of Materials) costs may limit overall volume" PC / [--]. Guidance a. FY2025 Q3 () Q4 () (Revenue) [----] - [--------] 60%+ (Operating Profit) [----] - [--------] 200%-260% b. 60% 200% Kioxia ( WDC) #WDC & #SNDK Plus #STX () & #MU HDD SSD #STX (Seagate) Flash"
X Link 2026-02-12T18:06Z 26.8K followers, [----] engagements

"#ONDS Ondas 2/9 [----] https://open.substack.com/pub/unclestocknotes/p/ondas-2112026-4m-defenser=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/ondas-2112026-4m-defenser=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-13T01:31Z 26.8K followers, [----] engagements

"#VRT Vertiv [----] https://open.substack.com/pub/unclestocknotes/p/vrt-vertiv-2025-36dr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/vrt-vertiv-2025-36dr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-13T06:45Z 26.8K followers, [----] engagements

"#ONDS Ondas [---------] 57.97% πŸ‚ 13F/13G/13D [---------] [--------] [--] [--] [--------] = [---------] (57.97%) [----] 52.3% * $ONDS 🚨 Institutional and insider ownership of Ondas now sits at roughly [---------] shares or 57.97% of the floatπŸ‚ 13F/13G/13Ds: [---------] Insiders: [--------] Jan [--] Offering: 19000000* _______________________________________ Total = [---------] (57.97%) Massive https://t.co/WBwH8v1EU3 $ONDS 🚨 Institutional and insider ownership of Ondas now sits at roughly [---------] shares or 57.97% of the floatπŸ‚ 13F/13G/13Ds: [---------] Insiders: [--------] Jan [--] Offering: 19000000*"
X Link 2026-02-13T19:19Z 26.8K followers, [----] engagements

"#LEU Centrus Energy [----] https://open.substack.com/pub/unclestocknotes/p/leu-centrus-energy-2025-8b5r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/leu-centrus-energy-2025-8b5r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-13T22:33Z 26.8K followers, [----] engagements

"#ONDS Ondas - - [----] [---] [-----] $ONDS Ondas - The trendline is holding - Higher lows Price holding at the [---] fib around $9.12. Upper target is $15.87 at the Golden Ratio. https://t.co/6TsdYVZ8D1 $ONDS Ondas - The trendline is holding - Higher lows Price holding at the [---] fib around $9.12. Upper target is $15.87 at the Golden Ratio. https://t.co/6TsdYVZ8D1"
X Link 2026-02-13T23:05Z 26.8K followers, [----] engagements

"Soros Fund Management Q4 13F 5.82.34#MSFT #TSM / #XOP [----] #XLE [----] #MSFT 159%1.27 #TSM 157%1.06 #NVDA 22%1.24 #CRWV [----] #ALLY 129%7600 #EA 290%8800 #AVGO3500 #TSLA2500 #FXI [----] #KWEB [----] #ARMK [----] #KKR#GS#BKNG #AMZN 5.45#GOOGL 2Salesforce #CRM 1.38#TKO [----] https://twitter.com/i/web/status/2022530389957296472 https://twitter.com/i/web/status/2022530389957296472"
X Link 2026-02-14T04:36Z 26.8K followers, [----] engagements

"❌ ❌ LineTelegramWhatsApp βœ… Disclaimer and Friendly Reminder Hello friends The content provided on this site represents my personal analysis and observations of companies industry trends and financial conditions as of a specific date. It is intended for readers' reference only and does not constitute any form of solicitation inducement recommendation to buy or sell or a guarantee of profit or loss. Before making any investment decisions please be sure to carefully evaluate the risks and your own financial situation. You are solely responsible for the results of your investments. Furthermore"
X Link 2025-08-07T22:21Z 26.8K followers, 98.2K engagements

"2026 ETF Uranium Miners $URNM +25% Rare Earths $REMX +18% Metal $XME +18% Copper Miners $COPX +18% Coal $COAL +14% Gold Miners $GDX +13% Consumer Staples $XLP +13% Global Value $GVAL +12% Mag [--] $MAGS -4% Innovation $ARKK -8% Bitcoin $IBIT -20% From Bloomberg"
X Link 2026-02-07T21:08Z 26.8K followers, [----] engagements

"2026: Dawn of Lightspeed OpticsSilicon Photonics [--]. (Optics Chips/Devices) * INTC (Intel) * AVGO (Broadcom) * COHR (Coherent) * CSCO (Cisco) * NVDA (NVIDIA) * LITE (Lumentum) * MRVL (Marvell) * POET (POET Technologies) * NOK (Nokia) * MTSI (MACOM) * CRDO (Credo) * ALAB (Astera Labs) * SMTC (Semtech) [--]. / (SiPho/CMOS Fabs) * TSM (TSMC) * UMC (UMC) * INTC (Intel) * GFS (GlobalFoundries) * TSEM (Tower Semiconductor) * STM (STMicroelectronics) * SKYT (SkyWater Technology) [--]. (InP Device Fabs) InP * COHR (Coherent) * LITE (Lumentum) [--]. (OSAT) * ASX (ASE) * AMKR (Amkor) [--]. / (EMS/Connectors) * APH"
X Link 2026-02-14T16:47Z 26.8K followers, 11.8K engagements

"SEC Form [--] [----] [--] [--] [----] [--] [--] Michael N. Intrator CoreWeave Inc. #CRWV CEOPresident Form [--] [----] [--] [--] Class A 10b5-1 Omnadora Capital LLC Omnadora Capital LLC Intrator [-----] Class A Intrator Form [--] Intrator PMI [----] F&F GRAT Intrator Family GST-Exempt Trust Intrator Family Trust Silver Thimble Resulting Trust Omnadora Capital LLC Rule 10b5-1 https://www.sec.gov/Archives/edgar/data/1769628/000176962826000078/xslF345X05/form4.xml https://www.sec.gov/Archives/edgar/data/1769628/000176962826000078/xslF345X05/form4.xml"
X Link 2026-02-15T04:55Z 26.8K followers, [----] engagements

"# #CRWV [----] [--] [--] CoreWeave Michael N. Intrator [--] [--] [-----] [---] Brannin McBee [--] [--] [------] [----] https://x.com/HyperAICapital/status/2022816400595894650s=20 $CRWV TOP EXECUTIVES UNLOAD $23.7M AHEAD OF EARNINGS Before the Feb [--] earnings report CoreWeaves CEO and Chief Development Officer unloaded CoreWeave stock. CEO & President Michael N. Intrator sold [-----] shares ($7.7M) on Feb [--]. Chief Development Officer Brannin McBee https://t.co/n1dINyHRte https://x.com/HyperAICapital/status/2022816400595894650s=20 $CRWV TOP EXECUTIVES UNLOAD $23.7M AHEAD OF EARNINGS Before the Feb [--] earnings report"
X Link 2026-02-15T05:04Z 26.8K followers, [----] engagements

"#RDW 13F1231Redwire 59548% 47061% 45038% Susquehanna3501200% Voya Investment32042% 200140% Geode Capital170 47% 140244% Van Eck Associates140230% Two Sigma100489% https://x.com/spaceinvestor_d/status/2023066427561738340s=61 $RDW Latest 13F filings (as of 12/31) show strong accumulation of Redwire shares by institutional investors. BlackRock 5.95M shares +48% State Street: 4.7M shares +61% Vanguard: 4.5M shares +38% Susquehanna: 3.5M shares +1200% Voya Investment: 3.2M shares +42% UBS: 2M shares https://t.co/yXL0uk1TIn https://x.com/spaceinvestor_d/status/2023066427561738340s=61 $RDW Latest"
X Link 2026-02-15T17:56Z 26.8K followers, [----] engagements

"Average Time from Copper Discovery to Production [----] A. 2020-2023 [----] [----] B. [----] b.1: Discovery exploration & studies [----] b.2: Waiting time after feasibility studies [---] Permitting b.3: Construction to production [---] C. 2005-2009 [----] 2020-2023 [----] 41% Robert Friedland [--] [----] S&P Global Mining Visuals Arras Minerals Corp. https://twitter.com/i/web/status/2023102320922542086 https://twitter.com/i/web/status/2023102320922542086"
X Link 2026-02-15T18:29Z 26.8K followers, [----] engagements

"#GRAB Grab [----] () https://open.substack.com/pub/unclestocknotes/p/grab-grab-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/grab-grab-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-16T06:54Z 26.8K followers, [----] engagements

"7 companies that had insider buys this week:1. Snowflake $SNOW [--]. Shift4Payments $FOUR [--]. AFC Gamma $AFCG [--]. V.F Corporation $VFC [--]. Synvous Financial $SNV [--]. Boston Omaha Corp $BOC [--]. Beyond $BYON"
X Link 2024-06-12T17:30Z 26.8K followers, [---] engagements

"Centrus Energy (LEU)Cameco (CCJ)Constellation Energy (CEG)Vistra Corp (VST)NuScale Power (SMR) Oklo Inc. (OKLO) https://open.substack.com/pub/unclestocknotes/p/centrus-energy-leucameco-ccjconstellationr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/centrus-energy-leucameco-ccjconstellationr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-05-25T04:47Z 26.8K followers, [----] engagements

"#RCAT Red Cat #AVAV AeroVironment #ESLT Elbit Systems #DRSHF DroneShield #KTOS Kratos #PDYN Palladyne AI #UMAC Unusual Machines #FLT Volatus Aerospace #PAOTF Parrot #AMZN Amazon #LMT Lockheed Martin #NOC Northrop Grumman #BA Boeing #RTX Raytheon #LHX L3Harris #HO Thales #LDO Leonardo #TXT Textron #EADSY Airbus #ACHR Archer #JOBY Joby #EH EHang #TRMB Trimble #UAVS AgEagle #DPRO Draganfly #HON #TDY #ZENA ZenaTech #ONDS By @Speculator_io #RCAT #AVAV #KTOS https://twitter.com/i/web/status/1934378974945452461 https://twitter.com/i/web/status/1934378974945452461"
X Link 2025-06-15T22:34Z 26.8K followers, 20.7K engagements

"$VST Vistra Corp [----] EBITDA headline Vistra (Integrated Model) AI https://open.substack.com/pub/unclestocknotes/p/vst-vistra-corp-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/vst-vistra-corp-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-08-09T05:31Z 26.8K followers, [----] engagements

"#ONDS Ondas Holdings Inc. [---] Ondas Holdings Inc. [--] [--]. HOOD RIVER CAPITAL MANAGEMENT LLC [----] [-------] +113.5% [--------] [--]. JANE STREET GROUP LLC [----] [-------] +979.6% [--------] [--]. RENAISSANCE TECHNOLOGIES LLC [----] [-------] +inf% [--------] [--]. VANGUARD GROUP INC [----] [-------] +109.9% [--------] [--]. AWM INVESTMENT COMPANY INC. [----] [-------] 100.0% [--------] [--]. CITADEL ADVISORS LLC [----] [-------] 376.3% [--------] [--]. MORGAN STANLEY [----] [-------] 1061.7% [--------] https://twitter.com/i/web/status/1998409000791011539 https://twitter.com/i/web/status/1998409000791011539"
X Link 2025-12-09T15:06Z 26.8K followers, [----] engagements

"#CRDO Credo Technology [----] CRDO https://open.substack.com/pub/unclestocknotes/p/crdo-credo-technology-2026-1ber=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/crdo-credo-technology-2026-1ber=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-09T18:34Z 26.8K followers, [----] engagements

"#CRCL Circle Internet [----] #CRCL https://open.substack.com/pub/unclestocknotes/p/crcl-circle-internet-2025-cc5r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/crcl-circle-internet-2025-cc5r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-22T00:16Z 26.8K followers, [----] engagements

"2026 AI2025/12/25 βœ… [--]. AI (Robotics Automation & AI) A. (Logistics & Humanoid) $SYM(Symbotic) - $GXO(GXO Logistics) - $ATSG(ATSG) - $TSLA(Tesla) - Optimus βœ… $AMZN(Amazon) - Robotics ()βœ… $RR(Richtech Robotics) - βœ… $SERV(Serve Robotics) - βœ… B. (Industrial Automation) $ROK(Rockwell Automation) $EMR(Emerson Electric) $HON(Honeywell) $TER(Teradyne) $ABB(ABB Ltd) C. AI (AI & Software Enablers) $NVDA(NVIDIA) - βœ… $GOOGL(Alphabet) - Intrinsic ()βœ… [--]. (Medical & Professional) $ISRG(Intuitive Surgical) - βœ… $MDT(Medtronic) - $SYK(Stryker) - $GMED(Globus Medical) - $FARO(Faro Tech) - 3D [--]. (Healthcare &"
X Link 2025-12-26T07:58Z 26.8K followers, [----] engagements

"JPMorgan Chase 1.713F [--]. #NVDA9125.46% [--]. #MSFT8224.93% [--]. #AAPL6033.61% [--]. #Meta4022.41% [--]. #AMZN4012.40% [--]. SPDR500ETF3311.98% [--]. #AVGO3101.86% [--]. Alphabet #Googl2421.45% [--]. #TSLA1981.19% [--]. #MA1791.07% JPMorgan Chase 202513F https://twitter.com/i/web/status/2006150979209834518 https://twitter.com/i/web/status/2006150979209834518"
X Link 2025-12-30T23:50Z 26.8K followers, 10.3K engagements

"#ONDS Ondas # [--]. West Palm Beach () Mar-a-Lago () 10-15 "Wall Street South" () "expanding defense and technology ecosystem" () Ondas [--]. "Holdings" () "Inc." () "Holdings" "Fully Integrated" () Anduril Palantir ++ P/S () [--]. "access to. institutional capital" ()Ondas [--]. "First Quarter of 2026" (2026) (120) ( 1) (Institutional Capital) 13F https://twitter.com/i/web/status/2007314128239829033 https://twitter.com/i/web/status/2007314128239829033"
X Link 2026-01-03T04:52Z 26.8K followers, [----] engagements

"Grab Holdings Ltd. #GRAB AI Infermove () Grab [--]. 2.AI Rider Shadow System https://sloveniatimes.com/46266/grab-acquires-chinese-ai-robotics-firm-infermove-to-strengthen-last-mile-delivery-capabilities https://sloveniatimes.com/46266/grab-acquires-chinese-ai-robotics-firm-infermove-to-strengthen-last-mile-delivery-capabilities"
X Link 2026-01-07T06:51Z 26.8K followers, [----] engagements

"Sidus Space #SIDU [----] #SIDU https://open.substack.com/pub/unclestocknotes/p/sidus-space-sidu-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/sidus-space-sidu-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-21T07:10Z 26.8K followers, [----] engagements

"10% 15% 15% 15% EBITDA [---] [--] Use these criteria to eliminate 95% of stocks: Revenue growth 10% ROIC 15% Free cash flow growth 15% Earnings per share growth 15% Net Debt to EBITDA [---] No increase in shares outstanding [--] companies that qualify: Use these criteria to eliminate 95% of stocks: Revenue growth 10% ROIC 15% Free cash flow growth 15% Earnings per share growth 15% Net Debt to EBITDA [---] No increase in shares outstanding [--] companies that qualify:"
X Link 2024-10-07T00:48Z 26.8K followers, 49.5K engagements

"1. [--]. [--]. [--]. SpaceX #TSLA 🀣🀣"
X Link 2024-10-13T15:15Z 26.8K followers, 53.8K engagements

"Pull1010%1pull . TSLA PLTR Long Pull 1-2 πŸ‘"
X Link 2024-11-12T14:25Z 26.8K followers, 17.2K engagements

"volunteer program. # #"
X Link 2024-11-13T20:13Z 26.8K followers, 14K engagements

"A206363200656.6%2004508998A 3096%1000 [----] 99.5% [----------] [------------] [------------] 1/2"
X Link 2024-11-26T21:36Z 26.8K followers, 42.4K engagements

"SOUN HIMS SHOP META ( AMZN SOFINUVRTVRT.TSM"
X Link 2024-12-06T15:27Z 26.8K followers, 38.9K engagements

"-AISaaS 1.Palantir Technologies Inc.#PLTR Inc.#AIAI Corporation#MSFTAzureAI 4.Salesforce Inc.#CRMAI 5.Snowflake Inc.#SNOWAI 6.Datadog Inc.#DDOGAI 7.Zscaler Inc.#ZSAI 8.Cloudflare Inc.#NETAI 9.Okta Inc.#OKTAAI 10.MongoDB Inc.#MDBNoSQLAI 11.Atlassian Corporation#TEAMJIRAConfluenceAI 12.ServiceNow Inc.#NOWAI 13.Adobe Inc.#ADBEAIPhotoshop 14.Workday Inc.#WDAYAI 15.Shopify Inc.#SHOPAI 16.Twilio Inc.#TWLOAPIAI 17.HubSpot Inc.#HUBSAI 18.DocuSign Inc.#DOCUAI 19.CrowdStrike Holdings Inc.#CRWDAI SaaSAI http://3.Microsoft http://2.C3.ai http://3.Microsoft http://2.C3.ai"
X Link 2024-12-07T22:48Z 26.8K followers, 17.3K engagements

"AI #TSLA #NVDAAI #AVGO & #MRVLASIC #AMZN #META #GOOG #AAPL #PLTR #CRWD #SOFI [--]. [--]. [--]. Rudyard Kipling [----] If # #"
X Link 2024-12-18T23:53Z 26.8K followers, 17.8K engagements

"12/31/2024 [----] [--]. PLTR 300025Cover Cal2000$81000 [----] # [--]. TSM $150318020222023 AI [--]. NVDA 300%100%2000 [--]. SOFI 100%200010LEAP CallCover Call [--]. TSLASell Put Sell Put$180 Sell Put [--]. The Secret [----] Happy New Year Wishing you health wealth and continued success in [----]. Lets make it another outstanding year together"
X Link 2024-12-31T08:00Z 26.8K followers, [----] engagements

"#NU [--] #MELI [----] #META [---] #SOFI [--] #HIMS [--] #VRT [---] #CELH [--] #TSLA [---] #GOOG [---] #AMZN [---] #PAYC [---] #PYPL [--] # # # # #"
X Link 2025-01-03T19:51Z 26.8K followers, 19K engagements

"#PLTR [----] PLTR"
X Link 2025-02-04T02:19Z 26.8K followers, 23.4K engagements

"xAI #NVDA Colossus Nvidia GPU [--] [---] Grok AI"
X Link 2025-03-08T03:39Z 26.8K followers, 19.7K engagements

"1. 5:2:3 Mag 7ETFVOO QQQ SMH EWJ ETF ETF (QQQSMH) AI Mag 7NVIDIAMeta / & (TLT) (GLD) [--]. 3% [----] S&P [---] P/E 15-18 [--]. [--]. [--------] # #"
X Link 2025-03-10T16:33Z 26.8K followers, 37.7K engagements

"2025 #TSLA Musk - [---] - [----] - - - - - - - - - - - - Model Y - Cybertruck - Cybertruck - - - - - - - - [----] - [--] [--] - [----] [----] [--] - - - - - Megapack Powerwall - Megapack - 90% + - - - - Freemont - Cortex [--] - AI GPU [-----] [------] - Dojo [--] - 5% 10% Dojo [--] - Dojo [--] [--] Dojo - - - - [--] - Optimus - [--] DOF - - - - - Optimus - - [--] - Cybercab - - [--] - - [-----] - - - - [----] Optimus 10k 12k - [----] [-----] Optimus - [----] - Optimus - / - - - - - - - - - - - - - - - - [--] + = [--] - Freemont Optimus + --------"
X Link 2025-03-21T06:16Z 26.8K followers, 33.3K engagements

"x2 [--] Happy Birthday & Happy Anniversary"
X Link 2025-04-13T02:41Z 26.8K followers, 12.6K engagements

"πŸ“Œ πŸ“Œ ALL IN πŸ’‘ ❀ # # # # # # #"
X Link 2025-06-16T16:41Z 26.8K followers, [----] engagements

"() # # # # # # # # # #"
X Link 2025-07-03T21:16Z 26.8K followers, 10.1K engagements

"NVDA [--]. (TAM) [----] AI [----] [--] [----] [--]. NVIDIA (Market Share) NVIDIA AI 90% AMDIntel Google Amazon CUDA NVIDIA 60% $7000 () x 60% () = $4200 NVIDIA 50% 40% = $4200 x 40% = $1680 [---] EPS)$1680 [---] $6.72 / [--]. Future P/E NVIDIA [----] NVIDIA Microsoft [--] [--] [--]. NVIDIA [----] a. Base Case 60% 40% [--] $6.72 (EPS) x [--] (P/E) = $235.2 b. Bull Case CUDA 70% 50% [--] EPS $9.8 = $9.8 x [--] = $392 c. Bear Case 50% 35% [--] EPS $4.9 = $4.9 x [--] = $122.5 # #"
X Link 2025-08-10T22:41Z 26.8K followers, 15.1K engagements

"1. ETFSHYBILGLD [--]. [--]. [--]. [--]. [--]. [--------] πŸ”Ή 19901992/ πŸ“‰ 1990/7/13 Fed (8.25%8.00%) ➑ S&P500 1990/10 -20% πŸ”Ή 1998/LTCM πŸ“‰ 1998/9/29 (5.50%5.25%) ➑ S&P500 [---] -19% [--------] πŸ”Ή 19901992/ πŸ“‰ 1990/7/13 Fed (8.25%8.00%) ➑ S&P500 1990/10 -20% πŸ”Ή 1998/LTCM πŸ“‰ 1998/9/29 (5.50%5.25%) ➑ S&P500 [---] -19%"
X Link 2025-09-10T16:04Z 26.8K followers, 25.1K engagements

"1000% #ONDS"
X Link 2025-09-23T20:57Z 26.8K followers, 17.7K engagements

"2028 [--] #NNE #CCJ #VRT #VST #LEU #CEG #EOSE U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY [----] [--] Power Players to watch: $NNE grid buildout $CCJ uranium supply $VRT power & cooling $VST grid generation $LEU enriched uranium fuel $CEG nuclear baseload $EOSE long-duration storage https://t.co/pWr0fkvueZ U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY [----] [--] Power Players to watch: $NNE grid buildout $CCJ uranium supply $VRT power & cooling $VST grid generation $LEU enriched uranium fuel $CEG nuclear baseload $EOSE long-duration storage https://t.co/pWr0fkvueZ"
X Link 2025-09-29T01:45Z 26.8K followers, 38.5K engagements

"25 [--] 20% [--]. #NVDA- [----] [--]. #AVGO - [----] [--]. #TSM- [----] [--]. #ORCL- [----] [--]. #LLY- [----] [--]. #PLTR- [----] [--]. #AMD- [----] [--]. #APP- [----] [--]. #SHOP- [----] [--]. #ANET- [----] [--]. #MELI- [----] [--]. #DASH- [----] [--]. #SE- $109B 14.#RHM- $105B 15.#NU- $76B 16.#ADYEN- $50B 17.#RDDT- $45B 18.#SOFI- $33.5B 19.#ALAB- $32.9B [--]. #CRDO- $24.7B [--]. #DUOL- $15.0B 22.#CELH- $14.0B [--]. #ONON- $13.9B [--]. #HIMS- $13.2B 25.#BESI- $11.3B @KoyfinCharts - 20% - 40% - 0% - 0% - Altman Z-Score [--] - 100"
X Link 2025-09-29T21:56Z 26.8K followers, 24.2K engagements

"(LOL) πŸ‘‰ πŸ‘‰ πŸ‘‰ πŸ™"
X Link 2025-10-02T07:30Z 26.8K followers, 15.1K engagements

"1. #INTC10% [--]. MP Materials#MP15% [--]. Lithium Americas#LAC10% [--]. Trilogy Metals#TMC10% 5"
X Link 2025-10-07T00:13Z 26.8K followers, 48K engagements

"SharpaWave 1:1 22"
X Link 2025-10-19T00:59Z 26.8K followers, 56.6K engagements

"AI BIETF ET 🀣 DeepSeek [--] VOO QQQ 30% [--] 100% NVDA [---] LEAP CALL PLTR # # # #"
X Link 2025-10-23T02:27Z 26.8K followers, 28.5K engagements

"πŸ’ͺ❀ [--] πŸŽ‰ 🌟 Notebook LM Podcast πŸ“š Substack πŸ’‘ Substack 🀣 πŸ™ ❀ [--] [----] 🧧 ❀ SPAπŸ™"
X Link 2025-10-26T08:49Z 26.8K followers, 10.9K engagements

"#ONDS . . #PLTR [--] #SOFI7 [--] #AMD60 #ONDS"
X Link 2025-10-30T21:50Z 26.8K followers, 16.2K engagements

"πŸ™‡β™‚ πŸ™ πŸ˜… ❀ πŸ₯ƒ"
X Link 2025-11-05T13:50Z 26.8K followers, 16K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing