@ValienVision Avatar @ValienVision αœ±π€ γ‡œI ⡉ ᜀ πŸ‘½ ᜱ ΰ₯€ ⚑︎ ΰ₯€ βš› ᜀ

αœ±π€ γ‡œI ⡉ ᜀ πŸ‘½ ᜱ ΰ₯€ ⚑︎ ΰ₯€ βš› ᜀ posts on X about $ionq, ai, $pltr, in the 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 37.84% finance 36.94% technology brands 14.41% automotive brands 5.41% celebrities 5.41% cryptocurrencies 3.6% products 0.9%

Social topic influence $ionq #12, ai 18.92%, $pltr #259, in the 8.11%, drop #1828, $goog #96, pltr #247, company 5.41%, market 5.41%, $arm 5.41%

Top accounts mentioned or mentioned by @eric26573545571 @elonmusk @alojoh @peonykingof @pepinveststocks @gimsiwon75140 @valentinozl @iterintellectus @mis_ashford @stock_investor1 @alc2022 @satsmojo @deepresearch855 @nature @dwarkeshsp @aleabitoreddit @mdjview @googledeepminds @iliraliu @rohanpaulai

Top assets mentioned IonQ, Inc. (IONQ) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) Arm Holdings plc (ARM) Tesla, Inc. (TSLA) Symbotic Inc. Class A Common Stock (SYM) SkyWater Technology, Inc. (SKYT) Enphase Energy Inc (ENPH) Lumentum Holdings Inc. Common Stock (LITE) Bloom Energy Corporation (BE) Cloudflare, Inc. (NET) Centrus Energy Corp. (LEU) Nebius Group N.V. Class A Ordinary Shares (NBIS) Cameco Corporation (CCJ) Rocket Lab USA, Inc. Common Stock (RKLB) Heroes of NFT (HON) First Solar, Inc. (FSLR) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) Coherent Inc (COHR) Recursion Pharmaceuticals, Inc. (RXRX) Tempus AI, Inc. (TEM) Accenture (ACN)

Top Social Posts

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

"@alc2022 And robotaxis is a decent but relatively small part of the whole thesis. $TSLA Energy + AI + world class manufacturing capabilities (while entering the deep tech era) ="
X Link 2024-10-16T09:24Z [---] followers, [----] engagements

"Investing Quantum $IONQ CAN YOU SMELL THE FOMO COMING πŸ‘½ 'Carnegie Investment Counsel bought a new stake in shares of IonQ Inc. (NYSE:IONQ - Free Report) in the 3rd quarter according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought [------] shares of the company's stock valued at approximately $5036000. Carnegie Investment Counsel owned approximately 0.27% of IonQ as of its most recent SEC filing.' 5m is not quite significant but more and more institutions will wake up on the the company's potential and flawless execution. $IONQ"
X Link 2024-10-16T13:59Z [---] followers, [---] engagements

"@satsmojo Not selling this one never $IONQ"
X Link 2024-10-16T18:44Z [---] followers, [---] engagements

"Until now $HON was the best positionned. But $SKYT's rad-hard FDSOI capability trusted-foundry footprint and demonstrated DoD funding/productization give $IONQ a clear path for immediate defensible leverage to industrialize space-qualified quantum sensors QKD nodes and control electronics. This is a real strategic inflection point. https://twitter.com/i/web/status/2015869047510847933 https://twitter.com/i/web/status/2015869047510847933"
X Link 2026-01-26T19:26Z [---] followers, [---] engagements

"@deepresearch855 + $SKYT rad-hard FDSOI assuming the acquisition closes smoothly. $IONQ is vertically integrating end-to-end; excited to see them execute as they consistently have in the past"
X Link 2026-01-28T19:50Z [---] followers, [---] engagements

"AI-driven breakthroughs in biotech over 2026-2027 will make you regret not having exposure to the sector. Act accordingly. $RXRX $TEM $GOOG AlphaGenome is our latest & most advanced genomics model published in @Nature today including making the model & weights available to academic researchers. Cant wait to see what the research community will do with it. Congrats to the team on our newest front cover #AI4Science AlphaGenome is our latest & most advanced genomics model published in @Nature today including making the model & weights available to academic researchers. Cant wait to see what the"
X Link 2026-01-29T13:32Z [---] followers, [---] engagements

"Elon reiterated plans to ramp toward [---] GW/year of integrated solar cell and panel production and unsurprisingly analysts cut their target on $FSLR. Boom $FSLR down 11%. But this looks like an overreaction: $TSLA's solar ambitions are still early-stage (initial ramps in [----] massive CapEx needed) while $FSLR dominates utility-scale thin-film tech with proven advantages in hot/dusty conditions lower degradation recyclability and strong backlog. https://twitter.com/i/web/status/2016963418201207098 https://twitter.com/i/web/status/2016963418201207098"
X Link 2026-01-29T19:55Z [---] followers, [---] engagements

"$PLTR earnings call revealed a company that is effectively taking the whole market Here is the signal you missed while scrolling the headlines. The death of the billable hours The current consensus view holds that enterprise software requires armies of humans to implement. You buy the software then you pay $ACN or Deloitte 5x the license cost to make it work. Palantir deleted that multiplier. Sankar revealed that AI FDE (their automated Forward Deployed Engineer) migrated a complex SAP ERP system from ECC to S/4 in two weeks. Two. Weeks. That's truly mind blogging Legacy system integrators"
X Link 2026-02-03T17:12Z [---] followers, [---] engagements

"$ENPH earnings call DD. The market is currently mispricing $ENPH as a cyclical hardware stock suffering from a demand air pocket. But dig into the tech stack they're building and it's clear this is no incremental play. Looking at the Q4 [----] print ($343M revenue down sequentially) the consensus sees a growth story that hit a wall. They see "Europe down 29%" & "weak Q1 guidance". I see something entirely different. I see a company successfully executing a hostile architectural takeover of the grid. They're forging a distributed energy OS where GaN semiconductors flip the script on power"
X Link 2026-02-04T11:43Z [---] followers, [----] engagements

"$LITE earnings call DD Lumentum smashed through $665 million in revenue up 65% YoY driven almost entirely by AI datacenter optics that no one saw scaling this fast. They guided for greater than 85% YoY growth next quarter. Let that number settle in. The Street still views the company as a cyclical vendor of optical parts. They're missing the signal for the noise: $LITE has effectively declared the 200G era. The death of 100G For years 100-gigabit per lane optics were the standard. $LITE confirmed that 200G EMLs (Electro-absorption Modulated Lasers) now make up 10% of their datacom revenue."
X Link 2026-02-04T19:17Z [---] followers, [----] engagements

"@peonyKingOF $FSLR positionned too after buying Evolar few years ago"
X Link 2026-02-04T19:19Z [---] followers, [--] engagements

"$ARM earnings call DD. $ARM's data center royalties doubled again this quarter. But look closer into the earnings call. We're watching a phase change: the company you thought was "just" an IP licensor isn't anymore. [--]. The positioning switch For decades $ARM sold flour and eggs. They gave you blueprints (IP) and you spent three years baking the cake (integration). That model is obsolete the new metric that matters is CSS (compute subsystems). Rene Haas just confirmed [--] licenses across [--] companies. Five are already shipping CSS-based chips. This is MASSIVE. With CSS $ARM sells the pre-baked"
X Link 2026-02-05T12:01Z [---] followers, [----] engagements

"$IREN earnings call dd. The market is structurally mispricing the earnings print imo. They reported a revenue miss ($185M vs. $229M) and a net loss that ballooned to $155.4M due to impairments and other non-cash charges triggering a 12% pre-market sell-off. The algos are reacting to first-order noise: $BTC mining yields are decaying. But let's look closer. The interest rate signal Forget the revenue miss for a second and look at the debt. $IREN just secured $3.6 billion in financing for GPUs at less than 6% interest. Let that sink in. In this macro environment neocloud competitors pay roughly"
X Link 2026-02-06T11:35Z [---] followers, [---] engagements

"I just dug through Elon's interview to gain some insights. He repeated things he had already said before so I keep my focus on Optimus for this post. Musk described building Optimus Academy: a physical-scale training ground where $TSLA deploys at least [-----] probably 20-30000 real humanoid robots in actual environments. These bots will test and perform various tasks in the real world to accelerate learning. This will be paired with millions of simulated robots in $TSLA's high-fidelity simulation environment (including a "reality generator") to generate massive data then close the"
X Link 2026-02-06T16:04Z [---] followers, [---] engagements

"@peonyKingOF This. And as utility-scale deployments accelerate in sun-rich but thermally challenging regions and circularity becomes table stakes $FSLRs advantages will shine even brighter"
X Link 2026-02-06T19:06Z [---] followers, [---] engagements

"Humanoid DD. [----] is the year world models stop being video toys and start becoming the actual substrate for physical AGI. $NVDA's GR00T lead Jim Fan laid it out cleanly: next-token prediction was paradigm [--]. Next physical state prediction conditioned on actions is paradigm [--]. Most people still see world models like $GOOG's Genie through the lens of AI video generation. Thats understandable the demos are hypnotic. But theyre the side quest. The main quest is advanced robotics. Real dexterity manipulation and sensorimotor loops that dont need language. Right now the dominant path is still"
X Link 2026-02-07T14:00Z [---] followers, [---] engagements

"@aleabitoreddit The gear reducers durability should be a major bottleneck too. You once said you believe LeaderDrive will dominate but Japanese companies like HDS Nabtesco and Nidec will be on for the party. Elon said he wants to vertically integrate though. I'm not sure he can"
X Link 2026-02-07T14:10Z [---] followers, [---] engagements

"@MDJView This is actually the third straight quarter of double-digit margins in the service business Maciej noted that while gross margin will fluctuate with project mix disciplined cost reductions and operating efficiencies will continue to strengthen EBITDA"
X Link 2026-02-08T07:57Z [---] followers, [--] engagements

"World models are about to supercharge robotics into the biggest industry on Earth and its mostly being ignored. $GOOG $TSLA $NVDA $VPG Were excited to introduce the Waymo World Modela frontier generative mode for large-scale hyper-realistic autonomous driving simulation built on @GoogleDeepMinds Genie [--]. By simulating the impossible we proactively prepare the Waymo Driver for some of the most rare and https://t.co/Pl80OMDqLC Were excited to introduce the Waymo World Modela frontier generative mode for large-scale hyper-realistic autonomous driving simulation built on @GoogleDeepMinds Genie 3."
X Link 2026-02-08T09:37Z [---] followers, [---] engagements

"@IlirAliu_ Remember when Brett went rogue as someone posted that the bots at the BMW factory werent doing actual work That really caught my attention"
X Link 2026-02-08T10:24Z [---] followers, [----] engagements

"@rohanpaul_ai Falling while trying to clear snow is still way more impressive than performing useless acrobatics. Real world usefulness is the only thing that matters"
X Link 2026-02-08T10:44Z [---] followers, [---] engagements

"Earnings season = I look for inflection points. I spent the week analyzing reports and shared DD on companies shaping the future of deep tech: $PLTR $LITE $ARM $SYM $ENPH $IREN $BE No hype just long term vision πŸ‘½ Access what matters to you below πŸ‘‡"
X Link 2026-02-08T16:28Z [---] followers, [---] engagements

"$ARM https://x.com/i/status/2019380805416427965 $ARM earnings call DD. $ARM's data center royalties doubled again this quarter. But look closer into the earnings call. We're watching a phase change: the company you thought was "just" an IP licensor isn't anymore. [--]. The positioning switch For decades $ARM sold flour and https://t.co/LqLXpHOFIx https://x.com/i/status/2019380805416427965 $ARM earnings call DD. $ARM's data center royalties doubled again this quarter. But look closer into the earnings call. We're watching a phase change: the company you thought was "just" an IP licensor isn't"
X Link 2026-02-08T16:28Z [---] followers, [--] engagements

"$ENPH https://x.com/i/status/2019013960352092279 $ENPH earnings call DD. The market is currently mispricing $ENPH as a cyclical hardware stock suffering from a demand air pocket. But dig into the tech stack they're building and it's clear this is no incremental play. Looking at the Q4 [----] print ($343M revenue down https://t.co/VQPz6bmKso https://x.com/i/status/2019013960352092279 $ENPH earnings call DD. The market is currently mispricing $ENPH as a cyclical hardware stock suffering from a demand air pocket. But dig into the tech stack they're building and it's clear this is no incremental"
X Link 2026-02-08T16:28Z [---] followers, [--] engagements

"$BE https://x.com/i/status/2020183730669912152 $BE Bloom Energy earning call DD. I went through the earnings call data they're entering the hyper-scaling phase. The explosion in backlog and the solidification of their book and ship model proves that the AI datacenter market sees $BE's Solid Oxide Fuel Cells (SOFC) as a https://t.co/AKF4cLEayl https://x.com/i/status/2020183730669912152 $BE Bloom Energy earning call DD. I went through the earnings call data they're entering the hyper-scaling phase. The explosion in backlog and the solidification of their book and ship model proves that the AI"
X Link 2026-02-08T16:28Z [---] followers, [---] engagements

"$SYM https://x.com/i/status/2019448436274176339 $SYM earnings call DD The shift to profitability This earnings call represents an inflection point in $SYM's trajectory both from a technological and a financial standpoint. By achieving GAAP profitability ($13M net income) for the first time $SYM has exited the https://t.co/YlHZI9cJMz https://x.com/i/status/2019448436274176339 $SYM earnings call DD The shift to profitability This earnings call represents an inflection point in $SYM's trajectory both from a technological and a financial standpoint. By achieving GAAP profitability ($13M net"
X Link 2026-02-08T16:28Z [---] followers, [--] engagements

"$LITE https://x.com/i/status/2019128270042603636 $LITE earnings call DD Lumentum smashed through $665 million in revenue up 65% YoY driven almost entirely by AI datacenter optics that no one saw scaling this fast. They guided for greater than 85% YoY growth next quarter. Let that number settle in. The Street still https://t.co/YomzWvUww9 https://x.com/i/status/2019128270042603636 $LITE earnings call DD Lumentum smashed through $665 million in revenue up 65% YoY driven almost entirely by AI datacenter optics that no one saw scaling this fast. They guided for greater than 85% YoY growth next"
X Link 2026-02-08T16:28Z [---] followers, [---] engagements

"$PLTR https://x.com/i/status/2018734370203258909 $PLTR earnings call revealed a company that is effectively taking the whole market Here is the signal you missed while scrolling the headlines. The death of the billable hours The current consensus view holds that enterprise software requires armies of humans to implement. You https://t.co/nO3wAGNKyu https://x.com/i/status/2018734370203258909 $PLTR earnings call revealed a company that is effectively taking the whole market Here is the signal you missed while scrolling the headlines. The death of the billable hours The current consensus view"
X Link 2026-02-08T16:28Z [---] followers, [--] engagements

"As more and more applications move to agentic AI $ARM will be the compute platform connecting cloud edge and physical AI use cases"
X Link 2026-02-08T17:23Z [---] followers, [---] engagements

"Behind the SpaceX cyclotron photo: You don't drop serious CAPEX on a proton accelerator just to polish AI orbital datacenters narratives for an IPO deck. You drop it because testing chips for cosmic radiation damage is slow expensive and limits how fast new space-ready applications can be developed. SpaceX doesn't want to be bottlenecked. This screams long term scaling of rad-hard electronics for real deep space / mega-constellations. @michaelnicollsx Not many companies have cyclotrons @michaelnicollsx Not many companies have cyclotrons"
X Link 2026-02-08T18:37Z [---] followers, [---] engagements

"$IONQ is effectively securing the manufacturing engine needed to turn its technical leadership into deployable commercial-scale quantum advantage. Even better were acquiring it at a valuation that barely reflects its strategic importance. $SKYT"
X Link 2026-02-08T21:18Z [---] followers, [----] engagements

"The "ARM everywhere" event is coming up on March [--]. Expect them to unveil the roadmap that cements $ARM's dominance in advanced robotics"
X Link 2026-02-09T09:18Z [---] followers, [---] engagements

"Great point. Risky stock no doubt but outstanding company. Thats exactly why I sized the position so I can aggressively average down if needed. The other way of seeing this is that Masa is morphing SoftBank into a massive advanced robotics ecosystem with $ARM standing at the center of the network. He'll protect his jewel. https://twitter.com/i/web/status/2020919648292581540 https://twitter.com/i/web/status/2020919648292581540"
X Link 2026-02-09T17:56Z [---] followers, [--] engagements

"@stock_investor1 @Eric26573545571 Yes with $ARM standing at the center of his advanced robotics empire Masa will do everything to protect his jewel"
X Link 2026-02-09T17:57Z [---] followers, [--] engagements

"Sama just said Codex [---] is the final step before software is basically solved. Feel that acceleration I still think Anthropic is ahead. xAI will sprint to close the gap; Cursor feels like an obvious target. $GOOG wont stay quiet forever headline-level coding banger coming"
X Link 2026-02-09T17:59Z [---] followers, [---] engagements

"$IONQ acquisitions dd drop. $IONQ is building a single company that owns qubits photonic links satellites sensors and chip fabs and that fact alone rewrites the investment frame for quantum infrastructure. How the acquisitions map to the end-to-end stack Oxford Ionics upgrades the trapped-ion core with chip-scale ion traps and microwave control that pushed two-qubit fidelity into the 99.99% regime. That fidelity is the single most important lever for practical error correction and for reducing overhead in any large-scale ion architecture. Lightsynq supplies photonic interconnects and quantum"
X Link 2026-02-09T20:43Z [---] followers, [----] engagements

"$PLTR mindset. Focus on product quality. Ignore the rest. After the iPhone launched Steve Jobs was asked if BlackBerry should worry. https://t.co/Ar1B24OG3y After the iPhone launched Steve Jobs was asked if BlackBerry should worry. https://t.co/Ar1B24OG3y"
X Link 2026-02-10T09:35Z [---] followers, [---] engagements

"@teortaxesTex When Bulma can rival Beerus you definitely know youre watching AI slop πŸ˜‚ Problem is weve hit the point where slop and "reality" look exactly the same"
X Link 2026-02-10T09:41Z [---] followers, [---] engagements

"Now benchmark that against some of the human-delivered DBS frames. Holy Shit SeeDance [--] is Insane 😱 Entire Dragon Ball Super episode cooked by it Bulma Vs Beerus : Behold this masterpiece https://t.co/eo6zLIa05J Holy Shit SeeDance [--] is Insane 😱 Entire Dragon Ball Super episode cooked by it Bulma Vs Beerus : Behold this masterpiece https://t.co/eo6zLIa05J"
X Link 2026-02-10T09:48Z [---] followers, [---] engagements

"In practice $SYM is building a platform-of-platforms approach: one software stack with multiple robot types plugged in. Every new robot is essentially an app on their control system. Cohen stated "the same software can control lots of different machines". This integrated view extends upstream and downstream. https://twitter.com/i/web/status/2021204364564553804 https://twitter.com/i/web/status/2021204364564553804"
X Link 2026-02-10T12:47Z [---] followers, [--] engagements

"$TSLA & SpaceX teams toured China's solar giants: Jinko Trina Longi and more. The goal was to assess capacity and perovskite advancements. With AI buildouts craving endless power Elon's [---] GW target within 3y feels conservative. AI data centers alone could demand terawatts soon; so [---] GW is a floor not a ceiling. Solar demand is poised to explode in the near term but perovskite's the wildcard here. Why is Elon so suddenly interested in perovskite tech Imo this signals manufacturing breakthroughs are close. $FSLR (Evolar integration) and $ASTI (through their perovskites center of excellence)"
X Link 2026-02-10T12:57Z [---] followers, [---] engagements

"As a long term $PLTR investor who's actually touched Foundry/AIP I dont think this guy grasps the real significance of the ontology or its short to long-term implications at all. I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T16:49Z [---] followers, [---] engagements

"Whats your point Im simply pointing out that the overall animation throughout DBS especially at the beginning was horrible. Thats a fact. No disrespect to the outstanding artists like Naotoshi Shida and Naoki Tate who contributed to elevate the quality. Frontier video models are the worst theyll ever be right now. Dont get me wrong the Broly movie is incredible (I'm a Broly "fan" myself) but movies like that will soon be generated with just a few well-engineered prompts. https://twitter.com/i/web/status/2021291750321467776 https://twitter.com/i/web/status/2021291750321467776"
X Link 2026-02-10T18:34Z [---] followers, [--] engagements

"This week I'm laser-focused on $NET $LEU $VPG $ALMU $NBIS $CCJ & $K3R earning calls. Detailed DD headed your way same heat as last week Dont sleep on it πŸ‘½"
X Link 2026-02-10T18:53Z [---] followers, [----] engagements

"@PepInvestStocks Although the majority of my quantum exposure is in $IONQ I own a lil bit of $CCCX mainly for their quantum sensing tech. Infleqtion looks primed to grab real market share in the near term plus theyve got a credible roadmap to scale their whole quantum business"
X Link 2026-02-11T10:09Z [---] followers, [---] engagements

"@Eric26573545571 You really piqued my curiosity. What rumors did you hear about"
X Link 2026-02-11T20:06Z [---] followers, [--] engagements

"Ilyas been in full stealth mode since his blow-up with Sama. Hes hinted multiple times that SSI is taking a fundamentally new path which likely means exploring architectures beyond the current scaling playbook. I strongly respect its zero-distraction approach: no products no commercialization theater and total focus on the mission. That's the approach I'd have chosen too so I'm biased ahah. No comment on Shkreli though. https://twitter.com/i/web/status/2021867621725945988 https://twitter.com/i/web/status/2021867621725945988"
X Link 2026-02-12T08:43Z [---] followers, [--] engagements

"Ilya is cracked thats why he gets funded ahah. Because fundamental work brings some benefits to them. It sets industry standards attracts top talent accelerates external innovation and drives massive demand for their cloud infrastructure and tools where they actually monetize. But something as massive as recursive self-improvement would definitely stay locked in-house. As I said Im not going to comment on the guy. Check his track record and form your own impression https://twitter.com/i/web/status/2022045191952093205 https://twitter.com/i/web/status/2022045191952093205"
X Link 2026-02-12T20:28Z [---] followers, [--] engagements

"@alojoh Seems like AI doesnt yet know how to fight though 🀭"
X Link 2026-02-13T20:02Z [---] followers, [--] engagements

"@gimsiwon75140 Were on the right track for the take-off 🀝 Im very confident in the teams ability to successfully integrate the recent acquisitions and drive commercial wins and revenue acceleration. Gonna be interesting"
X Link 2026-02-14T09:29Z [---] followers, [--] engagements

"$SYM earnings call DD The shift to profitability This earnings call represents an inflection point in $SYM's trajectory both from a technological and a financial standpoint. By achieving GAAP profitability ($13M net income) for the first time $SYM has exited the venture-risk phase. - Revenue: $630M (+29% YoY). - Software revenue: $10.9M (+97% YoY). - GAAP profitability: $13M (vs. -$17M loss YoY). - Adjusted EBITDA: $67M (Double-digit margin achieved). - Cash: $1.8B on balance sheet. - Backlog: $22.3 billion. Unpalletized inbound processing For years the "inbound dock" was the manual"
X Link 2026-02-05T16:30Z [---] followers, [---] engagements

"$BE Bloom Energy earning call DD. I went through the earnings call data they're entering the hyper-scaling phase. The explosion in backlog and the solidification of their book and ship model proves that the AI datacenter market sees $BE's Solid Oxide Fuel Cells (SOFC) as a standard for on-site off-grid power. CEO Sridhar: "Our customer base is diversified with numerous customers in every key sector including AI. We are rapidly becoming the standard for on-site power." Demand is accelerating The backlog numbers are screaming. Total backlog including services backlog sits at $20 billion. But"
X Link 2026-02-07T17:11Z [---] followers, [----] engagements

"If the $SKYT acquisition closes $IONQ becomes the default infrastructure choice for US National Security quantum applications. Full stack from R&D to Trusted Foundry. I'm confident they'll execute on the integration phase"
X Link 2026-02-07T19:30Z [---] followers, [----] engagements

"Thanks for your contribution. Big incumbents like $HON do collect substantial operational and equipment-health data but $SYMs dataset is distinctive because its built from large live retail distribution deployments (anchored by its long-running $WMT relationship). $SYM has been scaling quickly in retail DC automation and has demonstrated tangible improvements from bot optimization to installation throughput. The flywheel is running already. The question to ask yourself is besides them who else is scaling physical end-to-end automation as a service as fast and efficiently Regarding your last"
X Link 2026-02-12T09:25Z [---] followers, [--] engagements

"I've nothing against people who are bearish on the company but please bring some real knowledge not astrology. Especially when you're making a ton of money from people buying your content. Honestly it's quite frightening to realize what a large proportion of people fall for this. I agree remember all those dinosaurs were screaming bubble 3years ago. Now look at their portfolios"
X Link 2026-02-14T17:00Z [---] followers, [--] engagements

"@SpaceInvestor_D Still holding my $PL position at a $4 average. I expected them to work with deepmind given $GOOG's investment in the spac but they went with Anthropic instead. Hoping to get more info and that in March"
X Link 2026-02-07T10:09Z [---] followers, [---] engagements

"This demo is the first visible instance of a synbio compounding loop that matters economically. Ginkgo $DNA autonomous lab x GPT5 ran [-----] wet-lab experiments produced roughly [------] datapoints and cut cell-free protein synthesis cost per gram by 40%. I see a platform primitive being stitched together. The primitives are: - a reasoning system finetuned on massive proprietary datasets that can generate experimental hypotheses at scale. - an orchestration layer that converts hypotheses into safe repeatable automation workflows. - an hardware fleet that executes at throughput and returns"
X Link 2026-02-06T20:57Z [---] followers, [---] engagements

"Nebius $NBIS (AI foundations) earnings call dd drop. $NBIS just committed to spending $20 billion on infrastructure in [----]. Let that number settle in your mind for a sec. We're talking about a company that reported $530M in full-year revenue guiding for a CapEx plan that rivals the GDP of a small nation. I went through the call and technicals. The physics of capital deployment [----] CapEx was around $4B. Put that into perspective with the jump to $20B they've announced for [----]. CEO Arkady Volozh: "To capture this opportunity we are accelerating our capacity plans. Just today we announced 9"
X Link 2026-02-13T17:23Z [---] followers, [---] engagements

"@elonmusk $GOOG already knew when they invested a big check in the company you're alluding to"
X Link 2026-02-14T19:21Z [---] followers, [--] engagements

"And yet people choose to pay an absurd amount of money to someone who compares $PLTR to HubSpot for insights on the AI economy Sad. Im not subscribed to anyone at the moment but keep up the great work AJ. Youve had an incredible journey. Out of respect I wont share the link here but if anyones interested Ive also posted some DD on the earnings calls of a few transformative companies. Feel free to check my profile and give it a read. https://twitter.com/i/web/status/2023339206370603090 https://twitter.com/i/web/status/2023339206370603090"
X Link 2026-02-16T10:10Z [---] followers, [---] engagements

"@UnitreeRobotics Looks way more useful than acrobatics and it's not even close. Congrats on the ongoing real world deployments"
X Link 2026-02-13T20:05Z [---] followers, [---] engagements

"I truly appreciate you taking some time to read it Yeah $ALMU is showing real signs of scale which really helps de-risk the science. Technical execution (yields laser reliability packaging.) remains the main area to watch attentively right now though There wasnt much signal in this call unfortunately. Lets hope some pilot customer wins get announced soon ahah https://twitter.com/i/web/status/2022956020901745001 https://twitter.com/i/web/status/2022956020901745001"
X Link 2026-02-15T08:47Z [---] followers, [---] engagements

"$NVDA world model dd drop. $NVDA released its DreamDojo world model pretrained on the largest dataset to date for world model pretraining: [-----] hours of egocentric human video crushing prior datasets by 15x in duration and 96x in skills covered. "DreamDojo acquires comprehensive physical knowledge from large-scale human datasets by pre-training with latent actions followed by post-training on the target embodiment with continuous robot actions." Egocentric data captures how the world reacts to our presence I see this as the unlock for scalable advanced robotics. An egocentric model (trained"
X Link 2026-02-16T15:06Z [---] followers, [---] engagements

"Coherent $COHR earnings call DD. $COHR posted a 4x book-to-bill ratio in datacom. For every dollar of product shipped hyperscalers ordered four dollars worth of future capacity. I've analyzed hardware cycles for quite some time now. In a standard "strong" cycle you see 1.5x. A 4x print implies something entirely different is happening. We're witnessing a panic-buying event where $GOOG $MSFT and $AMZN have realized that optical interconnects are the hard bottleneck for the next generation of AI clusters. Anderson emphasized: "Coherent is at the center of an extraordinary expansion of optical"
X Link 2026-02-09T16:39Z [---] followers, [---] engagements

"$IONQ Monroe's comeback dd. Chris Monroes full-time return to $IONQ is the single most significant operational development in their modular scaling progress over the past six months. He co-founded $IONQ with Jungsang Kim in [----] based on research from the University of Maryland (where he was a professor) and Duke University. $IONQ's core IP remains heavily reliant on exclusive licenses from these universities for foundational trapped-ion quantum computing patents and inventions; keep that in mind for later. October 2023: Monroe stepped away from operational duties at $IONQ to focus on"
X Link 2026-02-10T21:04Z [---] followers, [----] engagements

"Recursive self-improvement is likely happening this year with frontier labs automating R&D loops that spit out enhanced algorithms faster than any cracked human team could. When AI starts rewriting its own code intelligence compounds . Singularity is closer than you think. As a long-term investor ask yourself one question: Are you truly positioned to capture growth Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the"
X Link 2026-02-11T08:51Z [---] followers, [---] engagements

"Cloudflare $NET earnings call dd drop. The narrative has moved definitively from "internet plumber" (CDN/DDoS) to "agentic web operator". The signal here is quite important. The agentic era Matthew Prince laid it out clearly. The internet we built for humans (browsers ads eyeballs) is plateauing. The internet for Agents is . Prince: "If humans looked at [--] sites when they were making a decision agents might look at [----]. If humans had to fall back on generalized software and interfaces agents allow for infinite customizability of every software application for every need. If humans follow a"
X Link 2026-02-11T16:59Z [---] followers, [---] engagements

"$IONQ quantum networking dd. $IONQ is the first major quantum company to assemble a serious stack that could actually deliver distributed entanglement. The pieces of the networking puzzle Deployable entanglement links require more than a lab setup: deterministic emitters efficient collection telecom-band compatibility quantum memories/repeaters field-ready terminals and the control software and systems engineering to make it all operate as a reliable network. $IONQ bought these pieces deliberately. Entangled Networks acquired early [----] added orchestration and linking protocols. Qubitekk"
X Link 2026-02-11T20:06Z [---] followers, [----] engagements

"πŸ’₯ $GOOG just reclaimed reasoning SOTA 84.6% on ARC-AGI-2 (a brutal abstract visual reasoning & core intelligence benchmark). This is a clear leap and a big deal for non-memorized genuine problem-solving. New high score on Humanitys Last Exam (HLE) one of the hardest open-ended reasoning/knowledge stress tests out there (PhD-level across domains). Gold-medal level performance on Physics & Chemistry Olympiads. Deepmind is cooking extremely hard Weve upgraded our specialized reasoning mode Gemini [--] Deep Think to help solve modern science research and engineering challenges pushing the frontier"
X Link 2026-02-12T17:29Z [---] followers, [---] engagements

"🌢 Hot take: I believe $PLTR is fairly priced right now at a $300B market cap (down 37% from ATH). I've been holding since it was $20B market cap"
X Link 2026-02-13T15:39Z [---] followers, [---] engagements

"From barium ions at 99.9% fidelity in late [----] to four-nines in [----] $IONQ's gate performance evolves rapidly. Oxford Ionics integration fuels this (EQC tech). Now watch compounding work its magic"
X Link 2026-02-13T21:51Z [---] followers, [----] engagements

"Picture this: As AI hits escape velocity economies dissolve into abundance engines. Ideas manifest instantly from fusion reactors to personalized worlds. The thrill Unlocking the universe's secrets. The risk Forgetting our fragile origins in the rush"
X Link 2026-02-14T19:14Z [---] followers, [--] engagements

"Imagine atomic clocks gravimeters quantum gyroscopes accelerometers and trapped-ion qubits all speaking the same language. That convergence unlocks new near term markets in space defense telecom and logistics. The addressable market got a new dimension 🌌 $IONQ"
X Link 2026-02-14T20:04Z [---] followers, [----] engagements

"@techdevnotes Good. [---] is quite dumb compared to the frontier unfortunately"
X Link 2026-02-16T08:45Z [---] followers, [--] engagements

"If you benchmark $PLTR against HubSpot you really reveal zero grasp of the AI tsunami and its implications. The truly sad part is that plenty of folks are actually paying the man absurd amount of money to read such bs. this is insane. One company turns chaotic enterprise data into something AI agents can actually reason over and act on at scale. AIP and Foundry drive 61% guided revenue growth this year with U.S. commercial exploding 115%+ because organizations pay massive multiples to operationalize frontier models in high-stakes environments. The other sells lightweight CRM + marketing"
X Link 2026-02-16T09:53Z [---] followers, [--] engagements

"Don't sleep on @GoogleDeepMind. They've built the deepest scientific scaffolding in AI: Transformers ➟ modern LLMs AlphaFold ➟ nobel-level biology revolution Gemini ➟ IMO gold + PhD-level (20252026 breakthroughs) Genie world models ➟ robotics & agents Foundational work compounds forever. $GOOG"
X Link 2026-02-16T11:18Z [---] followers, [---] engagements

"Centrus Energy $LEU earnings call dd drop. The algos saw a massive EPS miss ($0.79 vs $1.41) and panic-sold but the majority of their current revenue is still derived from their LEU business. What matters is their future commercial enrichment business. Industrial scale HALEU enrichment progress Amir Vexler finally confirmed the AC100M centrifuge is moving from "demonstration" to industrial-scale manufacturing at the Oak Ridge TN facility. This is an inflection point for the company $LEU's done with science experiments and moving to supply chain mobilization. They explicitly target bringing"
X Link 2026-02-12T15:51Z [---] followers, [----] engagements

"Vishay Precision Group $VPG (advanced robotics) earnings call dd drop. The market repriced $VPG down based on backward-looking margin compression and an EPS miss ($0.07 vs. $0.21 forecast) while largely ignoring a flashing neon signal in the forward-looking data: $VPG has successfully validated its position as a critical component supplier for the humanoid robotics industry. Humanoid related insights CEO Ziv Shoshani confirmed they've secured a third major humanoid customer We aren't talking about a single "hero" client anymore they now have follow-on bookings for their first two customers"
X Link 2026-02-12T20:18Z [---] followers, [---] engagements

"Im kind of confused people pay for this $PLTR and Hubspot are apples-to-nuclear-warheads: different customers deal sizes sales cycles technical complexity margins profiles and AI exposure. $PLTR is core AI infrastructure while HubSpot is application-layer SaaS getting disrupted by AI. Not sure you guys should take "advice" on AI companies from this guy. You do you. https://twitter.com/i/web/status/2022631609057325535 https://twitter.com/i/web/status/2022631609057325535"
X Link 2026-02-14T11:18Z [---] followers, [----] engagements

"Aeluma $ALMU (Photonics ascent) earnings call DD drop. I can already tell analysts are looking at $ALMUs $1.3M revenue print and labeling it a micro-cap slump. The headline revenue is down 19% YoY. The net loss is $1.9M. Don't be frightened by those numbers. The hidden asset Everyone knows silicon is terrible for light whereas compound semiconductors like Indium Gallium Arsenide are great for light but impossible to scale cheaply. The industry has been stuck trying to bridge this gap for a decade. $ALMU validated the solution. CEO Jonathan Klamkin: "Higher performance is needed higher volumes"
X Link 2026-02-14T17:07Z [---] followers, [----] engagements

"Cameco $CCJ (Energy abundance) earnings call DD drop. I believe $CCJ killed the "commodity miner" narrative for good. The company is a Tier-1 tech conglomerate. The razor and blade pivot The Westinghouse "acquisition" is doing exactly what the bulls hoped and the bears ignored. CEO Timothy Gitzel: "Westinghouse's outlook remains strong and reinforces the long-term value of our investment" We're looking at $370M to $430M in adjusted EBITDA for [----] from that segment alone. The quality of this revenue is what matters It's tied to long-term service contracts and tech licensing. Uranium mining"
X Link 2026-02-15T16:27Z [---] followers, [---] engagements

"This week again I locked in as promised. I put my head down dove into the earnings calls of [--] transformative companies and delivered my due diligence. $COHR $NET $LEU $VPG $NBIS $ALMU $CCJ No bs no noise. Precision. Please read what piques your interest below Sectors covered: cybersecurity photonics advanced robotics nuclear energy and AI infrastructure. $COHR Coherent $NET Cloudflare $LEU Centrus Energy $VPG Vishay Precision Group $NBIS Nebius $ALMU Aeluma $CCJ Cameco https://x.com/i/status/2023071735596097757 https://x.com/i/status/2022719459119477123"
X Link 2026-02-15T19:28Z [---] followers, [---] engagements

"IonQ $IONQ Four nines breakthrough DD drop. Achieving 99.99% two-qubit gate fidelities is the first concrete proof that $IONQs $1.075B acquisition of Oxford Ionics has successfully hybridized the two potent schools of thought in trapped-ion physics. The thermodynamics of scale Historically trapped ion architecture had a fatal flaw. I call it the Cooling Tax. To get high-fidelity gates you had to cool the ions to the Ground State essentially near absolute zero motion. This is a bottleneck. In previous architectures up to 98% of total runtime was wasted just re-cooling ions after moving them."
X Link 2026-02-15T20:42Z [---] followers, 15.4K engagements

"@alojoh @grok @elonmusk You're a smart human AJ. Folks give the man a follow"
X Link 2026-02-16T11:21Z [---] followers, [---] engagements

"Do you really think the team at $IONQ is stupid or fraudulent They indeed used calcium-40 ions for the experimental demonstration which originated from the Oxford Ionics team whose early high-fidelity prototypes and EQC tech were optimized around calcium ions due to several practical advantages in lab settings. The "smooth gate" was validated on this calcium platform because it was the mature setup available at the time (pre-full integration post $IONQ acquisition in September 2025) enabling rapid achievement of the record fidelity without ground-state cooling. Transitioning the exact demo to"
X Link 2026-02-16T12:41Z [---] followers, [---] engagements

"Rocket Lab $RKLB hbr article DD drop. Rocket Lab reached its 75th Electron launch by November [----] (now [--] launches and counting) faster than any space company in history. Efficiency culture SPB treats capital like fuel you can't waste. He always emphasizes "frugal operations" and "building solutions in-house". SPB: "Ive always seen that scarcity as a blessing rather than a curse because it has made Rocket Lab a tougher more innovative and more resilient organization." In an era of high interest rates (2024-2026) capital cost is the killer of space startups. Some competitors (Astra Virgin"
X Link 2026-02-16T19:53Z [---] followers, [---] engagements

"Hands are the whole point of a humanoid. Real-world usefulness is manipulating objects tools and people while adapting and recovering from mistakes. A bot that can backflip but cant reliably do those things is basically a very expensive gymnast. Impressive physics demo but zero signal imo. https://twitter.com/i/web/status/2019711072903557308 https://twitter.com/i/web/status/2019711072903557308"
X Link 2026-02-06T09:53Z [---] followers, [---] engagements

"@alojoh This could mark the end of human troops on the battlefield. Hopefully"
X Link 2026-02-06T11:38Z [---] followers, [---] engagements

"@jukan05 Hands are the whole point of a humanoid though. Flips and spins without hands just prove you played with a controller and a physics sim. Not much signal for real-world usefulness"
X Link 2026-02-06T11:42Z [---] followers, [---] engagements

"@DeepValue47 Holding single digits average so at this point the position is too concentrated relative to my other allocations to add more. Even after the drop. Conviction is intact though. AI FDE gonna be massive. $PLTR"
X Link 2026-02-06T16:02Z [---] followers, [---] engagements

"It's been roughly 3years since I started following $IONQ closely and been invested. As an ghost I've never witnessed THAT much interest for the stock on the platform as for now. Trying to draw conclusions here. πŸ‘½"
X Link 2024-09-13T18:41Z [---] followers, [---] engagements

"@Year2Quantum @cryptoquick I don't understand the behavior of some ppl in their community. Denial is detrimental for your investments. I'll always accept to be proven wrong and adapt my decision making with the current data/facts. Anyway let spread the good words: Quantum is coming βš›"
X Link 2024-09-17T19:07Z [---] followers, [--] engagements

"$IONQ' : πŸ‘½ s : IonQ has not only exceeded its revenue expectations with $11.4 million for the last quarter but has also achieved a groundbreaking 99.9% fidelity in two-qubit gates using barium qubits. This is a significant step towards practical quantum computing reducing the need for extensive error correction. : IonQ's contract with ARLIS for designing quantum networking node systems highlights the growing trust in quantum technology for secure communications. This $5.7 million initial contract could expand significantly showcasing IonQ's pivotal role in national security"
X Link 2024-09-18T14:09Z [---] followers, [---] engagements

"They call me Alien (hence Valien); While I'm not lost in space I'm exploring life outside the usual orbits. πŸ‘½ Read this pinned post (1-2min) and let's WIN in life together. Ok this time I didn't mess up with the fontsπŸ˜… As I start engaging on I'll begin with my [--] major commitments here (also as a personal reminder for the 5th): . Lifelong learningπŸ“–; I am and always have been on a quest of wisdom and I intend to reliably share some of it. . Humility✌; I'll always be open to being proven wrong and will adjust my decision making according to the data I have. . Benevolence✨; If smtg I say seems"
X Link 2024-09-29T09:54Z [---] followers, [----] engagements

"I bought some more $IONQ at open for @StoneBerryusd to switch to Stone Barium. Bad timing it dipped 5% just after that; Who cares when you plan on holding with infinite time horizon"
X Link 2024-09-30T14:06Z [---] followers, [---] engagements

"Investing Quantum $IONQ A curated list of [--] important quantum terminologies and definitions. πŸ‘½ πŸ‘‰ Bookmark for later use or search for 'quantum terminologies from:@valentin_ozl_' in X's search bar. I chose the sequence of definitions to facilitate a seamless progression of understanding. The list is quite tailored for $IONQ. I'll update it along the way. Let's dive: Quantum mechanics: 'Quantum mechanics is the branch of physics that describes the physical properties of the smallest and most fundamental building blocks of nature: atoms and subatomic particles. The unique rules of quantum"
X Link 2024-09-30T16:27Z [---] followers, [----] engagements

"Chapman: Were consistently making significant headway on our technical roadmap and customers across academia and business recognize the unique value IonQs systems bring as we near the point of commercial quantum advantage. QUANTUM ADVANTAGE. $IONQ IonQ achieves its latest technical photonic interconnect milestone remote ion-ion entanglement as it moves towards scaling quantum systems and developing future quantum networks. Read more about the significance of todays achievement here: https://t.co/JyAZVzf8jZ https://t.co/4qxmpb4Yco IonQ achieves its latest technical photonic interconnect"
X Link 2024-10-03T21:09Z [---] followers, [---] engagements

"@M3Invest Not quite sure about this one. I own both $RKLB and $IONQ but I'd go with $IONQ over 10y. However I currently don't see myself selling ever. Why $NNE over the other SMR plays tho I'm gonna speak about my energy plays in the near future"
X Link 2024-10-04T16:52Z [---] followers, [---] engagements

"Investing Quantum $IONQ Remote ion-ion entanglement: a tremendously important step toward scaling compute. πŸ‘½ IonQ's roadmap includes the development of photonic interconnects essentially enabling quantum communication links for efficient quantum networking. Indeed the strategy is to scale the most qubits on a single ion trap and then to network qubits from several traps together. The company announced the successful remote entanglement of two qubits from separate trap wells by the R&D team. The new developed system which collects photons from two trap wells and routes them towards a single"
X Link 2024-10-04T17:02Z [---] followers, [---] engagements

"Nice thread Just wanted to add that the execution has been flawless up to now which is absolutely amazing for quantum tech. $IONQ They are going to talk about the very first application next month as they approach quantum advantage. (for new comers see for some terminologies) I think another player should capture the quantum networking market tho gonna post ab it within the next few days. 🀝 https://x.com/Valentin_ozl_/status/1840790548170367437t=do8-pZ7ogF7zjHvlw_IZAA&s=19 Investing Quantum $IONQ A curated list of [--] important quantum terminologies and definitions. πŸ‘½ πŸ‘‰ Bookmark for later"
X Link 2024-10-05T19:00Z [---] followers, [---] engagements

"Just imagine how much visibility $RKLB would get if we were to find fossilized micro-organisms in those samples This information would immediately become mainstream and $RKLB would be in everyone's mouth. What an amazing time to be alive (AND TO INVEST) We want to get Mars rocks into the hands of scientists sooner and cost-effectively 🀝 Weve been selected by @NASA to complete a study into retrieving samples from the Martian surface and bringing them to Earth for the first time as part of the Mars Sample Return Program. Learn https://t.co/Gg10gra2N2 We want to get Mars rocks into the hands of"
X Link 2024-10-07T10:55Z [---] followers, [---] engagements

"Investing Quantum $IONQ Often underestimated IonQ extends beyond hardware; it's a powerhouse in quantum software innovation. πŸ‘½ Implementing quantum algorithms for ML and NLP isn't as straightforward as implementing classical ones yet developing quantum algorithms that outperform classical counterparts in practical scalable applications for LLMs could be what is going to make $IONQ go mainstream. As we await new information on groundbreaking applications showcasing quantum advantage we've received confirmation that $IONQ is actively working on LLM architecture. Chapman: 'We are busily working"
X Link 2024-10-08T15:48Z [---] followers, [----] engagements

"@munster_gene Appreciate the thoughts. 🀝 This event focused on robotics. We'll see what $TSLA want to do with the cheaper model but we should see long term; and long term is autonomy. 🦾"
X Link 2024-10-11T12:53Z [---] followers, [---] engagements

"@HDPbilly @IterIntellectus Yea but as a professor it's actually your job to read the litterature. He must have read at least one paper citing the white paper. Or perhaps the PhD studs and Post docs are doing the job πŸ˜‰"
X Link 2024-10-11T18:29Z [---] followers, [----] engagements

"It's fundamentally a matter of how we perceive reality yet we find that the universe operates mostly on quantum principles. Unlocking the ability to utilize quantum properties opens up a new universe of possibilities that we as humans living as macro entities in a world governed by fundamental physics cannot yet even dream of. $IONQ is leading the way to this future NOW. Quantum computing has a use case in every field of applied science so this is just the beginning for IonQ. πŸ‘‡ https://t.co/LhQFkXF4OI Quantum computing has a use case in every field of applied science so this is just the"
X Link 2024-10-12T13:15Z [---] followers, [---] engagements

"@andrewmccalip FIRST ATTEMPT. This is insane"
X Link 2024-10-13T12:41Z [---] followers, [---] engagements

"@genejchan Medium term yes. Short term we'll still rely on GPUs. It's still not straightforward to translate classical architectures to quantum/hybrid algos. I'm significantly long $IONQ"
X Link 2024-10-14T11:10Z [---] followers, [---] engagements

"Investing Quantum $IONQ Here is a summary of $IONQ's CEO Peter Chapman's latest interview with EverydayAI. πŸ‘½ Key points: Chapman's approach to riding the AI wave without overly hyping the stock is commendable. As always I found him to be genuine and very likable. He essentially confirmed our classical AI workflows won't transition to quantum/hybrid systems by next month contrary to what some might hope. However in due time it will represent a groundbreaking revolution in both computing capabilities and energy requirements. Long term AI could inherently be quantum similarly to biological"
X Link 2024-10-17T17:07Z [---] followers, [---] engagements

"@VisuallyCorrect I'm significantly in $IONQ. Will check the other one sir 🀝"
X Link 2024-10-18T19:43Z [---] followers, [---] engagements

"@IterIntellectus Fun fact: At the beginning of the pandemic (and of my phd) I got in contact with infected ppl but I didn't test positive. I went back to the lab and wasn't even allowed to test my own antibodies against various spike proteins"
X Link 2024-11-09T14:00Z [---] followers, [---] engagements

"@mvcinvesting This is not my type of investment otherwise I'd have started my dd just from seeing this. Amazing to see from a CEO"
X Link 2024-11-11T19:22Z [---] followers, [---] engagements

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