@WealthClub10x Wealth Club

Wealth Club posts on X about ai, $nvda, $asts, elon musk the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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[--] Week [-----] +132%
[--] Month [------] +471%

Mentions: [--] #

[--] Month [--] +33%

Followers: [---] #

[--] Week [---] +5.40%
[--] Month [---] +1,871%

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Social Influence

Social category influence stocks technology brands finance cryptocurrencies automotive brands celebrities currencies social networks exchanges countries

Social topic influence ai, $nvda, $asts, elon musk, $onds, stocks, $iren, $amd, $amzn #440, $rklb

Top accounts mentioned or mentioned by @jiangla99680422

Top assets mentioned NVIDIA Corp. (NVDA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Ondas Holdings Inc. Common Stock (ONDS) Iris Energy Limited (IREN) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Rocket Lab USA, Inc. Common Stock (RKLB) Tesla, Inc. (TSLA) Metadium (META) Eos Energy Enterprises, Inc. (EOSE) Palantir Technologies Inc. (PLTR) Micron Technology, Inc. (MU) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Taiwan Semiconductor (TSM) Uber Technologies, Inc. (UBER) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Netflix Inc (NFLX) Cipher Mining Inc. Common Stock (CIFR) Goldman Sachs (GS) BITMINE IMMERSION TECH (BMNR) Nebius Group N.V. Class A Ordinary Shares (NBIS) AeroVironment, Inc. (AVAV) Sandisk Corporation (SNDK) Robinhood Markets, Inc. (HOOD) Reddit, Inc. (RDDT) TeraWulf Inc. (WULF) Intel Corporation (INTC) Berkshire Hathaway Inc. (BRK.A) Morgan Stanley (MS) Lam Research Corporation (LRCX) Oklo Inc. (OKLO) Redwire Corporation (RDW) Oscar Health, Inc. (OSCR) ZetaChain (ZETA) ServiceNow Inc (NOW) Now Coin (NOW) iShares BTC Trust (IBIT) RAI Finance (SOFI) Kratos Defense & Security Solutions, Inc. (KTOS)

Top Social Posts

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

"🚨⚙ NVIDIA Takes a $5B Stake in Intel AMD Faces Its Toughest Competitive Shift Yet Im seeing this as one of the most underappreciated strategic moves in the AI semiconductor race. Reports indicate that $NVDA has quietly acquired roughly $5B worth of $INTC shares via private placement at about $23.28 per share ending up with just under a 5% stake. The deal has already cleared U.S. antitrust review which makes this more than speculation its real alignment. This wasnt sudden. Back in September Jensen Huang and Intel CEO Pat Gelsinger appeared together publicly signaling a deeper strategic"
X Link 2025-12-30T20:35Z [--] followers, [---] engagements

"🔥🚀 Buffett Steps Down and the Market Loses Something It Will Never Get Back Today Warren Buffett officially steps away from the CEO role at Berkshire Hathaway. Most headlines frame this as the end of a career. That misses the real story. What actually ends today is not a persons tenure but a market structure that no longer exists. For nearly six decades Berkshire compounded at roughly double the return of the broader market. Not for a cycle. Not for a decade. For an entire economic lifetime. That fact alone already tells you something important: This was never about a stock-picking trick."
X Link 2026-01-01T19:40Z [--] followers, [---] engagements

"🚀📊 Wall Streets [----] Best Ideas Are Converging Either Mag [--] Is Over Or This Gets Much Bigger [----] stock recommendations from major Wall Street firms are starting to rhyme and that alone is the signal. Morgan Stanley: $AMZN $NVDA $ALAB $NDAQ $APPN $FROG Bank of America: $NVDA $AVGO $LRCX $KLAC $GOOGL $EL RBC Capital Markets: $ABNB $META $UBER $DASH $MSFT $INTU $CRM Wolfe Research: $MU $FDX $ORLY $LITE $AMZN $META $UBER $GOOGL $MSFT $NVDA Different banks. Different models. Yet the overlap is impossible to ignore. This is not a call on new stories. Its a consensus bet on scale data"
X Link 2026-01-01T20:33Z [--] followers, [---] engagements

"🔥🚀 TOM LEE: The Best Years for Crypto Are Still Ahead And the Math Explains Why Tom Lee isnt making a price call here. Hes pointing out a structural adoption gap that most investors still underestimate. Only [--] million Bitcoin wallets hold more than $10000 worth of assets. Meanwhile there are [---] million brokerage accounts globally with at least $10000. Thats not a small difference. Thats a [---] larger untapped market. This comparison matters because it reframes cryptos position in the financial system. Crypto isnt late-stage. Its early-stage adoption competing against decades-old capital"
X Link 2026-01-03T03:50Z [--] followers, [---] engagements

"🚀📊 The [--] Sectors Likely to Define Market Leadership in [----] And Why Capital Is Flowing There Markets in [----] wont be driven by breadth. Theyll be driven by concentration in a few structural winners. Across cycles when technology inflects and infrastructure tightens capital tends to cluster. Right now five sectors sit at that intersection. [--]. Space $ASTS $RKLB Space is moving from experimentation to infrastructure. Satellite connectivity launch cadence and in-orbit services are no longer optional layers theyre becoming part of global communications and defense architecture. What matters here"
X Link 2026-01-03T16:12Z [--] followers, [---] engagements

"🚀🛰 Starlink scaled first. Now SpaceX is doing something rarer: actively pulling satellites down. After years of aggressive expansion SpaceX has announced the largest satellite deorbiting maneuver in history lowering thousands of Starlink satellites from [---] km to [---] km. This is not a cosmetic adjustment. Its a structural response to a crowded orbit. Low Earth orbit is no longer empty space. Its becoming infrastructure. Over the past year alone Starlink added more than [----] satellites. Total satellites in LEO are accelerating toward levels that force a rethink of how space is managed not"
X Link 2026-01-05T01:07Z [--] followers, [---] engagements

"🚀📊 Goldman Sachs [----] playbook isnt about chasing noise. Its about navigating transition. As [----] closes Goldman Sachs frames the year with three words: Noise Quiet Transition. What matters is that all three are expected to persist into [----]. That framing alone tells you this isnt a risk-on vs risk-off call. Its about where structural shifts quietly overpower headlines. Heres how I interpret Goldmans [----] themes and why one stands out more than most. First AI is moving from dominance to diffusion. In [----] AI returns were highly concentrated. In [----] Goldman expects the benefit set to"
X Link 2026-01-05T01:13Z [--] followers, [---] engagements

"🚀🧠Quantum Computing Isnt One Bet Its Three Different Races and Only One Needs to Win Quantum computing is often framed as the next AI but that comparison misses something important. This isnt a single technology curve. Its a multi-path experiment where scalability cost and reliability will decide who survives. Right now three architectures dominate the conversation each with very different trade-offs. The first is the superconducting electron-based approach. This is the path taken by Rigetti and also favored by large incumbents like $IBM and $GOOGL The advantage is manufacturability and"
X Link 2026-01-05T01:53Z [--] followers, [---] engagements

"🚀🤖Wall Street Bulls [----] AI Portfolio: Why Microsoft Apple Tesla Made the Cut and NVIDIA Still Matters Wedbush analyst Dan Ives widely known as one of Wall Streets most bullish tech voices just revealed his [----] AI stock picks. The surprise wasnt what he included it was what he left out. $NVDA did not make the final list. Yet Ives was clear: NVIDIA remains a top-tier technology stock heading into [----]. So whats really going on Ives frames [----] as an AI inflection year. Optimism around a fourth industrial revolution is colliding with investor anxiety over capital intensity monetization"
X Link 2026-01-05T02:07Z [--] followers, [---] engagements

"🚀🤖NVIDIA and Lenovo Are Doubling Down on AI: Jensen Huang Signals a 5x Expansion in the Next Two Years This is not a routine partnership update. Its a signal about where enterprise AI is heading next. In a newly released conversation between Jensen Huang and Lenovo Chairman & CEO Yang Yuanqing both leaders outlined what they see as the next phase of AIs evolution and why their collaboration is about to scale dramatically. Huang was explicit: AI is moving beyond generative models into agentic AI where systems dont just generate content but reason plan and solve problems autonomously. That"
X Link 2026-01-05T02:21Z [--] followers, [---] engagements

"🛰⚔🔥Lockheed Martin Secures $500M in New Defense Contracts A Signal of Durable Long-Cycle Demand $LMT just added roughly $500 million in new defense contracts spanning naval combat systems missile defense and foreign military sales (FMS) support. The funding comes from a mix of U.S. Navy allocations Department of Defense budgets and overseas partner programs spread across multiple fiscal years. On the surface this looks like routine contract flow. Structurally it says much more. As geopolitical tension remains elevated and allied defense spending continues to rise the nature of defense"
X Link 2026-01-05T02:31Z [--] followers, [---] engagements

"🚀📱 $GOOGL Gemini on 800M Samsung devices isnt an AI feature its a distribution moat By the end of [----] Gemini is expected to be running on roughly [---] million Samsung devices. Thats about double [----] levels and the number itself matters less than where it lives. Google doesnt need Gemini to be the smartest model in isolation. It needs Gemini to be everywhere users already are. And thats exactly what this Samsung footprint represents. Samsung controls one of the largest global Android distribution surfaces: phones tablets wearables and increasingly AI-native consumer hardware. Embedding"
X Link 2026-01-05T17:55Z [--] followers, [--] engagements

"🚀🤖 $QCOM Dragonwing IQ10 signals Qualcomms move from edge AI into full robotics platforms At CES $QCOM unveiled Dragonwing IQ10 a robotics-focused processor designed for industrial AMRs and full-size humanoid robots. This isnt a single chip announcement. Its Qualcomm laying out a complete robotics stack. Qualcomm is positioning Dragonwing as an end-to-end system: compute connectivity software and on-device AI working as one. That matters because robotics isnt constrained by intelligence alone. Its constrained by latency power efficiency thermal limits and real-world reliability. What makes"
X Link 2026-01-05T17:57Z [--] followers, [---] engagements

"🚀⚙ Nebius locks in NVIDIA Vera Rubin NVL72 to power agentic and reasoning AI at scale starting H2 [----] Nebius has confirmed it will integrate NVIDIA Vera Rubin NVL72 into its AI cloud platform starting in the second half of [----] becoming one of the first AI cloud providers to deploy Rubin-class systems for production workloads. This is not a routine hardware upgrade. Its a strategic positioning move around how next-generation AI will actually run. Nebius plans to deploy Vera Rubin NVL72 across its U.S. and European data centers integrating the platform directly into Nebius AI Cloud and its"
X Link 2026-01-07T00:03Z [--] followers, [---] engagements

"📊🧬 Cathie Woods [----] pivot is clear: early-stage biotech over consumer tech and space Cathie Woods latest [----] positioning sends a strong signal about how she sees the next innovation cycle unfolding. The core shift is unmistakable: more exposure to early-stage biotechnology and genomic platforms less exposure to consumer tech diagnostics and space-related names. At the center of this reallocation is a decisive push into gene editing and genomics. ARK Invest materially increased positions in Beam Therapeutics ($BEAM) a pioneer in base-editing technology focused on correcting disease-causing"
X Link 2026-01-07T00:06Z [--] followers, [---] engagements

"🔥🚀 Elon Musk sets the timeline straight: FSD competition is years not months away Elon Musk made a point that cuts through a lot of short-term noise around autonomy. According to Elon FSD moving from initially usable to far safer than humans takes years. But that is only half of the equation. For traditional automakers the real bottleneck comes after the software works. They still need to: integrate massive AI hardware into vehicles redesign production lines retool factories and then scale that architecture across millions of cars That process takes even longer. Put together Elons"
X Link 2026-01-07T03:19Z [--] followers, [---] engagements

"🚨🧠 Elon Musks stark warning: human intelligence may soon be one-billionth of digital intelligence Elon Musk recently made one of his most extreme and most revealing statements about the future of intelligence. According to Elon the total intelligence of all humans combined may end up being only one-billionth of digital intelligence. This is not hyperbole meant to shock. It is a framing about scale growth rates and asymmetry. Elon ties this directly to what he calls the singularity which he suggests could arrive as early as [----]. By singularity he doesnt mean a single event or date on the"
X Link 2026-01-07T03:59Z [--] followers, [--] engagements

"🔥🤖 Elon Musks Most Radical Claim Yet: Tesla Robots Could Surpass the Worlds Best Surgeons Within [--] Years Elon Musk didnt frame this as science fiction. He framed it as an engineering inevitability. According to Musk Teslas humanoid robots could outperform the very best human surgeons within three years. Not just average doctors. The best ones. That statement sounds extreme until you unpack the logic behind it. Training a top-tier surgeon takes well over a decade. Medical school residency specialization continuous re-certification. And even then no doctor can keep up with every new paper"
X Link 2026-01-07T23:25Z [--] followers, [--] engagements

"🚗🧠 A China-Based Auto Expert Tried $TSLA FSD and Said One Word Says It All: Astonishing. A Chinese industry observer deeply familiar with local autonomous driving systems shared a candid take after testing Tesla FSD: I finally made time to test FSD yesterday. Honestly astonishing is the only word that fits. This isnt casual praise. The reviewer has spent years following Chinas EV race and regularly tests advanced driver-assistance systems from Li Auto NIO and XPeng three of the most competitive players in the Chinese market. His conclusion was blunt: Theyre simply not in the same league as"
X Link 2026-01-07T23:54Z [--] followers, [--] engagements

"🚨🧠 Tesla Makes a Quiet but Strategic Hire for Robotaxi and the Timing Matters Tesla has hired Mellanie Portillo as Robotaxi Operations Manager for the DallasFort Worth region a move that may look minor on the surface but signals something much bigger underneath. Portillo previously led commercial operations at Cruise where she was directly involved in deploying autonomous fleets in real-world urban environments. In her announcement she said shes excited to help launch Teslas autonomous Robotaxi fleet. This is not a research hire. Its not a simulation role. Its an operations hire and that"
X Link 2026-01-08T00:06Z [--] followers, [--] engagements

"🔥📉 Ray Dalios Annual Warning Isnt Bearish Its a Map of What Breaks Next Ray Dalio didnt write a doomsday letter. He wrote a transition memo. Not about a crash. About which assets quietly stop working. Heres how I read it. [--]. Dollar weakness is structural not cyclical This isnt about a short-term DXY move. Dalios point is brutal and simple: you can make money in dollar assets and still lose purchasing power. US stocks. US bonds. Cash. They may go up nominally but long term they are fighting a currency headwind. Thats why central banks are behaving one way while retail investors do the"
X Link 2026-01-08T03:32Z [--] followers, [---] engagements

"🚀🌍 Uber CEO Dara Khosrowshahi: Robotaxis Live in [--] Markets by [----] This Is a Distribution Play Not a Tech Demo The most important part of this statement isnt robotaxi. Its scale. Dara Khosrowshahi just confirmed that $UBER plans to have robotaxi operations live in ten markets across the Americas the Middle East and Asia Pacific by [----]. Read that again. While most autonomous players are still fighting city-by-city regulatory battles Uber is already planning continent-level deployment. That tells you everything about where the real advantage sits. The market consensus still frames robotaxis"
X Link 2026-01-09T04:51Z [--] followers, [---] engagements

"💥💊 Market sees Wegovy pills on Ro + Amazon I see why distribution not drugs will decide the GLP-1 war Headlines are framing this as bad news for $HIMS: Wegovys oral pill is now live on Ro and $AMZN Pharmacy and notably absent from Hims & Hers. On the surface that looks like a miss. My view is the opposite. This moment actually clarifies where the long-term power sits. Lets separate short-term optics from structural reality. Yes today: Wegovy pill is available via Ro Its available via Amazon Pharmacy Its not yet on $HIMS But zoom out. Hims & Hers Health already operates the largest consumer"
X Link 2026-01-09T20:48Z [---] followers, [---] engagements

"💥📈 $ONDS just pulled off something rare a $1B raise at a premium not a discount Headlines say capital raise. The structure says institutional conviction. Ondas Holdings just raised $1 billion selling shares at $16.45 17.5% above the prior days price to a large institutional investor. That detail matters. In almost every secondary offering companies are forced to discount shares to clear size. Here the buyer paid up. That flips the signal. It suggests the investor isnt underwriting a short-term trade theyre underwriting a much higher future valuation. The structure gets more interesting. The"
X Link 2026-01-09T21:03Z [---] followers, [---] engagements

"💎📊 Warren Buffett + Berkshire Hathaway: $240B Concentrated in [--] Stocks This Is a Control-Layer Portfolio At first glance this looks like a list of old economy names. Thats the wrong read. When Berkshire Hathaway led by Warren Buffett concentrates $240B+ into just [--] stocks its not about diversification. Its about owning economic choke points. Heres what this portfolio actually represents. [--] $AAPL Apple ($64.7B) Not a hardware company. A consumer ecosystem monopoly with pricing power brand lock-in and cash flow durability that behaves more like infrastructure than tech. [--] $AXP American"
X Link 2026-01-09T21:39Z [--] followers, [---] engagements

"📡🏭 U.S. Defense Secretary Pete Hegseth Visits $RKLBs Long Beach Facility Signal Not Symbolism Pete Hegseth toured Rocket Labs Long Beach facility and the importance of this visit isnt optics its alignment. When a sitting U.S. defense secretary walks the factory floor the message is usually clear: this company is no longer viewed as experimental infrastructure. Its viewed as operationally relevant. For $RKLB Long Beach is where critical systems come together spacecraft manufacturing integration and mission execution. This isnt a launchpad photo op. Its the industrial core of Rocket Labs"
X Link 2026-01-09T22:35Z [--] followers, [---] engagements

"📊 Five Sectors Likely to Define [----] Where the Markets Center of Gravity Is Shifting This isnt about chasing themes. Its about identifying where capital policy and infrastructure are converging and where earnings power is most likely to compound faster than the index. Here are five sectors that could dominate market leadership in [----] and why these names matter. 🚀 Space $RKLB $ASTS $PL $RDW Space is moving from experimentation to operational necessity. $RKLB benefits from increasing demand for responsive launch and defense-linked missions $ASTS targets direct-to-device satellite"
X Link 2026-01-09T22:47Z [--] followers, [---] engagements

"💥📊The First Leaderboard of [----] Is Out And Capital Rotation Is Already Obvious One week into [----] and the market has already started voting with real money. Here are the top [--] performers so far: 1.$OKLO +47% 2.$RDW +44% 3.$NVTS +41% 4.$ONDS +40% 5.$ASTS +34% 6.$EOSE +33% 7.$AMKR +32% 8.$AEHR +30% 9.$OUST +29% 10.$LRCX +28% 11.$OPEN +25% 12.$INTC +23% 13.$OSCR +23% 14.$IREN +22% 15.$RKLB +22% This isnt about celebrating a week of gains. Its about what kind of exposure capital is reaching for first. When you group these names by theme a pattern shows up immediately. Energy security and power"
X Link 2026-01-13T01:22Z [--] followers, [--] engagements

"💥📊JPMorgans $1.7T Portfolio Tells a Clear Story This Is Where Conviction Still Lives JPMorgan Chases latest $1.7 trillion 13F filing isnt just a list of holdings. Its a snapshot of how one of the worlds most powerful financial institutions is expressing long-term conviction. Here are the top [--] largest positions in JPMorgans portfolio: 1.NVIDIA $91.2B (5.46%) $82.2B (4.93%) $60.3B (3.61%) 4.Meta Platforms $40.2B (2.41%) $40.1B (2.40%) 6.SPDR S&P [---] ETF Trust $33.1B (1.98%) 7.Broadcom $31.0B (1.86%) 8.Alphabet Class C $24.2B (1.45%) 9.Tesla $19.8B (1.19%) 10.Mastercard $17.9B (1.07%)"
X Link 2026-01-13T01:25Z [--] followers, [--] engagements

"💥📊BlackRocks $8B AI ETF Makes Its Bets Clear This Is How AI Capital Is Actually Being Deployed BlackRocks iShares AI Innovation and Tech Active ETF ($BAI) isnt about storytelling. Its about where capital believes AI value truly compounds. Here are the top [--] holdings in the fund: 1.NVIDIA $737M (9.03%) 2.Broadcom $658M (8.06%) 3.Alphabet Class A $373M (4.58%) $354M (4.34%) 5.TSMC $313M (3.82%) 6.Snowflake $271M (3.32%) 7.Meta Platforms $270M (3.31%) 8.Fabrinet $258M (3.17%) 9.Celestica $258M (3.16%) 10.Tower Semiconductor $248M (3.04%) This portfolio tells a very specific story about how"
X Link 2026-01-13T01:26Z [--] followers, [--] engagements

"💥🛰U.S. Defense Spending Is Heading Toward $1.5T The ETF Angle Is Hard to Ignore If the projection holds and U.S. defense spending pushes toward $1.5 trillion next year this isnt just a macro headline its a structural tailwind for aerospace defense and space exposure. Rather than picking individual winners many investors are expressing this view through ETFs. Heres how the landscape breaks down. Non-levered Defense ETFs: Core Exposure iShares U.S. Aerospace & Defense ETF (ITA) Roughly [--] return over [--] years [----] return: 48.64% Skews toward large-cap incumbents like Boeing and Lockheed Martin"
X Link 2026-01-13T01:31Z [--] followers, [--] engagements

"🔥🎯Jensen Huang: Global GDP doesnt have to stop at $100T with AI it could reach $200T or more. That statement isnt about macro optimism. Its about who captures the upside of the next productivity shock. If global GDP truly expands from $100T to $200T the key question isnt whether wealth is created its where it concentrates. Historically every general-purpose technology shift has followed the same pattern: Steam power Electricity The internet New GDP is created broadly but value capture is narrow concentrated in the platforms that sit closest to the production bottleneck. Jensens implication"
X Link 2026-01-14T03:10Z [--] followers, [--] engagements

"🔥🚀 If AI Takes Global GDP From $100T to $200T What Does That Mean for NVIDIAs Valuation Jensen Huang recently said global GDP doesnt have to stop at $100 trillion. With AI it could reach $200 trillion or more. That statement isnt macro optimism. Its a value-capture argument. Every general-purpose technology shift follows the same pattern: Steam Electricity The internet GDP expands broadly but value concentrates narrowly in the platforms that sit at the production bottleneck. This is the lens Jensen is using. NVIDIA is no longer framing itself as a chip vendor. Its positioning as a global"
X Link 2026-01-14T03:14Z [--] followers, [---] engagements

"🔥🚀 [--] Things the Market Still Hasnt Priced In and Thats Where the Edge Is Charts tell you where to buy. Due diligence tells you why the market is wrong. Here are eight disconnects Im watching closely not opinions but gaps between fundamentals and price. First $NVO The market has not fully priced in a pill-based version of Wegovy. Oral delivery isnt incremental it changes adoption compliance and long-term penetration. Thats a different curve. Second $HIMS Peptides expansion is still underappreciated. This isnt about a single SKU its about moving up the value chain toward higher-frequency"
X Link 2026-01-14T03:17Z [--] followers, [---] engagements

"🔥⚡ Short-Term vs Mid-Term Trading: The Only Rule That Actually Matters People love complex indicators. But when it comes to execution simplicity wins. Heres the framework I use. Short-term trades Hold as long as price stays above the 5-day moving average. The moment it breaks the 5-day line exit. No debate. Mid-term trades Hold as long as price stays above the 20-day moving average. Once it breaks exit. No second guessing. Thats it. Simple. Brutal. Effective. This approach does two things extremely well: It keeps you aligned with momentum It removes emotion from decision-making Youre not"
X Link 2026-01-14T03:26Z [---] followers, [---] engagements

"🔥🚀 $BABA Is Setting Up for What Could Be Its Largest Breakout on Record I believe $BABA is entering a window where price and fundamentals are no longer sustainable at this distance. Theres a growing disconnect between revenue reality and stock price behavior and historically that gap doesnt persist for long. Right now the market is still pricing $BABA as if: growth is permanently impaired margins wont normalize capital returns wont matter sentiment is destiny But revenue durability ecosystem scale and balance-sheet strength tell a very different story. This isnt about a one-quarter beat."
X Link 2026-01-14T03:27Z [--] followers, [---] engagements

"🔥🚀 Im Calling It: The Long-Awaited Moment for $ZETA Is Finally Here Im officially saying it the setup weve been waiting for in $ZETA has arrived. $ZETA has now confirmed what looks like a multi-month historical rally not a one-week momentum pop. This matters because the confirmation isnt coming from price alone. Several signals are aligning at the same time. First fundamentals are no longer ignorable. With roughly $360M in cash and 42% YoY revenue growth the balance sheet and growth profile are far stronger than where the stock has been trading. That disconnect can persist for a while but"
X Link 2026-01-14T03:29Z [--] followers, [---] engagements

"🔥🚀 A Lot of Stocks Are Cheap These Are Cheap and Out of Cycle Im calling this out clearly. The names below are not just down they are trading in opposite cycles to the broader market while fundamentals quietly stabilize or improve. Thats where asymmetry comes from. Heres the list Im watching closely: $HIMS undervalued $OSCR undervalued $NVO undervalued $JD undervalued $UNH undervalued $PYPL undervalued $LULU undervalued $NKE undervalued $AMD still undervalued $ZETA undervalued $ADUR undervalued $GRAB undervalued $UPS undervalued $GIS undervalued What ties these together isnt sector"
X Link 2026-01-14T03:44Z [--] followers, [---] engagements

"🔥🚀 What the Market Still Hasnt Priced In and Thats the Edge Price tells you when to buy. Due diligence tells you why the market is wrong. Here are the gaps Im watching not speculation but fundamentals that still arent fully reflected in price. $NVO The market has not priced in a pill version of Wegovy. Oral delivery changes adoption compliance and total addressable demand. Thats a different growth curve. $HIMS Peptides expansion is still underappreciated. This isnt a product add-on its a move up the healthcare value chain with higher frequency and higher lifetime value. $PYPL The market"
X Link 2026-01-14T03:57Z [--] followers, [----] engagements

"🚀📊 The NVIDIA AI Wealth Map Top [--] Stocks Across the Full Stack This list isnt about AI hype. Its about where AI dollars actually flow from silicon to power to real-world deployment. Think of this as the NVIDIA-centered ecosystem mapped from atoms electrons decisions. 🧠 Chips & Manufacturing (Where AI Is Born) 1.NVIDIA ($NVDA) The global AI compute standard. Everything else orbits this. 2.Taiwan Semiconductor Manufacturing Company ($TSM) Advanced AI chips dont exist without TSMC. Physical bottleneck. 3.ASML ($ASML) EUV monopoly. No ASML no leading-edge chips. 4.Micron Technology ($MU) HBM"
X Link 2026-01-16T02:08Z [--] followers, [--] engagements

"🚀⚖ Elon Musk just turned a lawsuit into a live prediction market and the odds flipped fast When Elon Musk publicly commented on the OpenAI lawsuit it wasnt just noise. Markets reacted. On Kalshi the probability of Elon winning jumped from 30% to 65%. On Polymarket its sitting around 57%. Thats not retail hype. Thats collective repricing of information. And the catalyst matters: A judge rejected OpenAIs motion to dismiss meaning the case survives and now proceeds toward a jury trial with a key date around April [--]. That single ruling changed the game. Until now the base case for many was:"
X Link 2026-01-16T02:10Z [--] followers, [--] engagements

"📉📈 Equities up $BTC down and this divergence is not random Yesterday U.S. equities sold off while $BTC rallied. Today the move flipped stocks bounced Bitcoin pulled back. Thats exactly the scenario outlined yesterday. Theres no structural breakdown in U.S. equities. The drawdown was driven by credit card rate relief and bank earnings not by anything fundamentally negative around AI or growth. What were seeing is a temporary correlation rotation between financials and tech not a macro crack. Bitcoins pullback today is far more specific. After Coinbase and others withdrew support for the"
X Link 2026-01-16T03:12Z [--] followers, [--] engagements

"🧐 Cathie Wood says U.S. equities could enter a new golden era But that may only be the first half of Bitcoins cycle Cathies thesis is clear: AI boosts productivity policy turns supportive and U.S. stocks enjoy a strong multi-year run. Thats a best-case American outcome and its plausible. The problem is structural. The conditions that powered the Reagan-era boom no longer exist: low debt favorable demographics and uncontested global dominance are gone. A more realistic path looks like this: Equity strength + fiscal deterioration + monetary compromise all at the same time. Stocks can still"
X Link 2026-01-16T03:20Z [--] followers, [--] engagements

"🚨 Breaking: Grant Cardone is building the worlds largest real-estate-backed Bitcoin company Grant Cardone just announced plans to launch what he calls the largest publicly traded Bitcoin treasury company powered not by leverage but by real cash flow. His blueprint is simple and radical: Use monthly rental income Capture real estate depreciation Convert predictable cash flow into Bitcoin accumulation Since March Cardone says five transactions are already completed. The target: [----] BTC by the end of [----]. This is the new model he said. Real estate plus Bitcoin. The comparison is obvious and"
X Link 2026-01-16T03:28Z [--] followers, [--] engagements

"🚨 $BMNR is quietly building a crypto-native financial stack $BMNR plans a $200M equity investment into Beast Industries with potential DeFi integration tied to Beasts upcoming financial platform. This isnt a passive stake. The structure points to: strategic alignment with a consumer-facing finance product native crypto rails embedded at launch distribution + liquidity converging inside one ecosystem In parallel BitMine Immersion Technologies plans to launch its MAVAN validator network in Q1 [----]. That matters. Validators arent just infrastructure theyre toll booths: recurring yield from"
X Link 2026-01-16T04:14Z [--] followers, [---] engagements

"🚀📮Palantir CEO Alex Karp is doing something rare and investors notice Alex Karp CEO of Palantir Technologies ($PLTR) has taken a stance that very few large-cap tech CEOs are willing to take. He has consistently and openly advocated for investor interests especially retail investors with a level of intensity that stands out across public markets. This isnt symbolic messaging. Its repeated intentional and often delivered at moments when companies typically choose silence. Most CEOs prioritize institutions analysts and short-term narrative management. Retail investors are usually treated as"
X Link 2026-01-16T23:52Z [---] followers, [---] engagements

"🚀📮Which of these companies has real [--] potential over the next [--] years If you had to choose one name on this list for a true five-year asymmetric bet not a trade not a hype cycle which one would it be $ONDS $ZETA $ASTS $HIMS $TEM $ABAT $IREN $NBIS $EOSE This isnt a trick question and its not about who sounds the most exciting today. A real [--] outcome usually requires at least three things to line up at the same time: A market that is still early or structurally underestimated A business positioned close to the bottleneck not the buzz And a path where scale actually changes economics not"
X Link 2026-01-16T23:53Z [--] followers, [----] engagements

"🚀📮TSMC just reset expectations and the AI supply chain felt it TSMC ($TSM) guided Q1 revenue to $34.635.8B implying 38% YoY growth at the midpoint. That alone would be notable. But the more important signal came next. TSMC also guided [----] revenue to grow close to 30% YoY in U.S. dollar terms not off a depressed base but off an already expanded scale. That matters because TSMC sits at the center of the AI hardware stack. When its long-term revenue trajectory moves meaningfully higher it usually reflects real contracted demand not optimism. This isnt speculative capacity build. Its"
X Link 2026-01-17T01:02Z [--] followers, [---] engagements

"🚀📮Market breadth check: all of these names printed new ALL-TIME HIGHS today This wasnt a narrow rally. At some point today every stock below hit a fresh all-time high across banks semiconductors defense energy infrastructure healthcare and consumer. That matters. Heres the list: Goldman Sachs $GS Micron $MU $ASML Caterpillar $CAT AST SpaceMobile $ASTS Raytheon $RTX Morgan Stanley $MS Johnson & Johnson $JNJ Analog Devices $ADI Bloom Energy $BE Bank of Montreal $BMO CBOE Global $CBOE Cameco $CCJ Cummins $CMI EnerSys $ENS Figure $FIGR Comfort Systems $FIX FTAI Aviation $FTAI General Dynamics"
X Link 2026-01-17T01:14Z [--] followers, [---] engagements

"🚀📈 $ONDS could be the next generational setup and the window may be short If you missed $RKLB before the breakout. If you watched $ASTS rerate after the story became obvious. If you hesitated on $PLTR until the market consensus flipped. This pattern is familiar. Not because the companies are the same but because the setup is. $ONDS sits in a zone markets often misprice early: Defense-aligned technology Air + ground autonomous systems not a single-product story Government-driven demand where scale unlocks credibility A business that doesnt need consumer adoption to grow These are the kinds"
X Link 2026-01-17T01:42Z [--] followers, [----] engagements

"🚀 The cleanest growth stock setups right now organized by sector This isnt about chasing what already ran. Its about spotting where trends are still structurally intact and capital hasnt fully crowded in yet. 💡 Energy / Grid Modernization $EOSE Grid-scale storage and power reliability are no longer optional. The demand curve here is structural not cyclical. ☢ Nuclear (Next-Gen) $OKLO Small modular reactors are moving from concept to policy-backed reality. This is a long-duration theme with binary upside. 🌑 Uranium $CCJ $UUUU Supply constraints + energy security keep uranium in a tight"
X Link 2026-01-17T02:00Z [--] followers, [---] engagements

"🚀 [--] WAYS $AMD BECOMES A REAL [----] WINNER This isnt about headlines or hype cycles. Its about how the business structure actually works over the next two years. Heres the cleanest framework for why $AMD can turn into a credible [----] success story: 1) Data center CPUs do the heavy lifting The most underappreciated part of the $AMD story isnt GPUs its CPUs. Server CPUs remain AMDs cash engine: Tight industry supply Persistent hyperscaler demand Potential pricing power 50%+ server CPU growth scenarios This segment creates operating leverage before GPUs ever reach full scale. In other words CPUs"
X Link 2026-01-17T02:02Z [--] followers, [--] engagements

"🧠 Why was OpenAI founded as a non-profit and why did it later turn toward for-profit This question only makes sense if you anchor it to time. From a [----] perspective OpenAIs non-profit structure was not just reasonable it was brilliant. From a [--------] legal and capital perspective the same choice now looks dangerously expensive. Both can be true. 2015: why non-profit was the right move Go back to the moment OpenAI was born. DeepMind had just been acquired by Google. Large language models hadnt exploded yet. The dominant fear wasnt misuse it was concentration. The shared belief among Elon"
X Link 2026-01-17T02:19Z [--] followers, [---] engagements

"🚨🚕 Breaking: $TSLA Is Now Testing Ride-Hailing in Massachusetts The 5th State Added This is a small headline with big implications. $TSLA has begun testing ride-hailing operations in Massachusetts marking the fifth U.S. state where Tesla is actively validating its Robotaxi stack in real-world conditions. What matters is not the state itself its the pattern. Tesla is no longer testing in isolated friendly environments. It is deliberately expanding into regulator-dense weather-challenging infrastructure-complex regions. Massachusetts checks all three boxes. From an execution standpoint this"
X Link 2026-01-17T22:34Z [--] followers, [---] engagements

"🚀📊Ill Say It Again: Dips in $ONDS Are Opportunities This Setup Is Starting to Look Familiar Ive been consistent on this and nothing Im seeing changes the view. If youre waiting for a perfect entry on $ONDS you may end up watching it move without you. What stands out isnt just price action its trajectory. Recent figures point to $200M in revenue by [----] with $1.5B+ in revenue expectations by [----]. That kind of ramp isnt about a single product win; it implies multi-year adoption and scaling already being modeled internally. This is why the comparison people keep making actually makes sense."
X Link 2026-01-18T17:08Z [--] followers, [---] engagements

"🔥 On Polymarket Elon Musks odds of winning his legal battle against Sam Altman have surged to 72% In the prediction markets this lawsuit centered on OpenAI is being rapidly repriced. That 72% isnt sentiment. Its the result of real capital being put at risk. More importantly the move wasnt gradual. The probability jumped sharply in a short window the kind of price action you usually only see when the market believes new not-yet-public information has shifted the underlying odds. Shortly before this jump Elon Musk publicly stated that forthcoming discoveries and testimony related to OpenAI"
X Link 2026-01-18T17:10Z [--] followers, [--] engagements

"🚀📊Ill Say It Again Every Dip in $ONDS Matters and This Setup Is Getting Hard to Ignore Ive been consistent on this and Ill repeat it clearly: if you keep waiting on $ONDS theres a real chance youll end up chasing instead of positioning. What stands out isnt hype its the trajectory. Recent figures point to $200M in revenue by [----] with $1.5B+ in revenue expectations by [----]. That kind of curve doesnt come from a single lucky contract. It implies multi-year adoption expanding use cases and scale already being underwritten. Thats why the comparison keeps coming up and why its not lazy. This"
X Link 2026-01-18T17:14Z [--] followers, [---] engagements

"🌐📊 Chamath Palihapitiyas [----] Trade Isnt a Stock Its Copper Chamath Palihapitiya didnt frame this as a bold macro call or a contrarian headline grab. He framed it as a reminder of something far more uncomfortable for markets: The physical world still has limits. Over the last few years capital has crowded into narratives around #AI software models and compute. But almost all of those narratives quietly assume one thing will scale effortlessly in the background. It wont. Every data center every advanced chip every EV drivetrain every grid upgrade every defense system eventually resolves to"
X Link 2026-01-18T20:38Z [--] followers, [--] engagements

"🔥 [-----] [--]. $ASTS AST [--]. $RKLB [--]. $NOW ServiceNow [--]. $ONDS Ondas Holdings [--]. $IREN Iren Limited [--]. $IBIT iShares [--]. $AMZN https://twitter.com/i/web/status/2020523759195623764 https://twitter.com/i/web/status/2020523759195623764"
X Link 2026-02-08T15:42Z [---] followers, [---] engagements

"🚀📈 $MRVL Gets a Bullish Reset as Melius Turns Constructive on AI Leverage Melius Research just upgraded $MRVL to a Buy rating and raised its target price to $135. But the upgrade itself matters less than why it happened. Marvell Technology sits at the intersection of two AI bottlenecks that are becoming increasingly valuable: custom silicon and high-speed networking. As AI systems scale compute alone isnt the constraint anymore. Data movement is. Thats where Marvells exposure quietly compounds. Melius is effectively calling out a shift in how the market should think about Marvells role in"
X Link 2026-01-05T17:59Z [---] followers, [---] engagements

"📊🏦 Barclays lifts SoFi target to $28 but keeps an Equal-Weight stance Barclays has raised its price target on SoFi Technologies ($SOFI) to $28 while maintaining an Equal-Weight rating. That combination matters. Raising the target while holding a neutral rating signals a recalibration of valuation assumptions not a full conviction shift. In other words Barclays is acknowledging improving fundamentals but remains cautious on how much upside is already priced in. The upgrade in target reflects several dynamics that are becoming harder for the Street to ignore: First SoFis earnings quality is"
X Link 2026-01-07T00:15Z [---] followers, [---] engagements

"📌 My [--] stocks to track closely in [--------] where structure matters more than headlines This list isnt about short-term trades. Its about where long-duration optionality meets real execution risk. [--] $EOSE Eos Energy Enterprises Grid-scale energy storage tied to U.S. policy and infrastructure rollout. This is a bet on policy translating into steel-in-the-ground projects. [--] $IREN Iris Energy A rare hybrid of AI compute + Bitcoin mining. Extremely cycle-sensitive but powerful when power compute and capital align. [--] $LMND Lemonade AI-native insurance with asymmetric payoff. Classic odds-driven"
X Link 2026-01-09T21:18Z [---] followers, [---] engagements

"🔥🚀 Why I Still See $META as a Major Winner in the AI Economy I added to my $META position today and my thesis hasnt changed. In an AI-driven economy winning isnt just about having the best model. Its about distribution cost structure and data gravity. On all three Meta is structurally advantaged. First distribution at unmatched scale. Meta already controls where billions of people spend their time Instagram Facebook and WhatsApp. Any AI feature it launches doesnt need user acquisition behavior change or new habits. It ships straight into daily life at global scale. Thats an advantage most"
X Link 2026-01-14T03:24Z [---] followers, [---] engagements

"🚀 [----] Early-Year Explosive Stocks TOP [--] (YTD Performance) 1.$CRML +107.89% Critical Metals Corp 2.$UAMY +63.24% United States Antimony 3.$SKYT +59.34% SkyWater Technology 4.$SNDK +59.31% SanDisk 5.$KTOS +53.96% Kratos Defense 6.$BE +51.12% Bloom Energy 7.$APLD +50.97% Applied Digital 8.$AVAV +49.20% AeroVironment 9.$KRMN +44.82% Karman 10.$RCAT +44.73% Red Cat Holdings 11.$PDYN +44.47% Palladyne Aluminum 12.$USAR +44.46% USA Rare Earth 13.$AEVA +42.11% Aeva Technologies 14.$NVTS +39.07% Navitas Semiconductor 15.$BKSY +38.59% BlackSky 16.$OKLO +38.53% Oklo 17.$EOSE +37.98% Eos Energy"
X Link 2026-01-14T03:55Z [---] followers, [---] engagements

"🚀📈 Clean Growth Setups by Sector where momentum and structure still align 💡 Energy / Grid Eos Energy Enterprises ($EOSE) grid resilience and utility-scale storage demand accelerating. ☢ Nuclear Oklo ($OKLO) next-gen nuclear aligned with AI baseload needs. 🌑 Uranium Cameco ($CCJ) Energy Fuels ($UUUU) supply discipline meets long-cycle demand. 🛸 Drones & Defense AeroVironment ($AVAV) Kratos Defense ($KTOS) Red Cat Holdings ($RCAT) expendable autonomy scaling fast. 📡 Defense Communications Ondas Holdings ($ONDS) secure links are the real bottleneck. 🚀 Space Rocket Lab ($RKLB) Intuitive"
X Link 2026-01-16T02:42Z [---] followers, [--] engagements

"📊🔥 Reddit U.S. Stock Heat Map (Jan 16) Where is retail attention concentrating Reddit Mention Count Rankings (Jan 16) $SPY (SPDR S&P [---] ETF Trust) [---] mentions $SLV (iShares Silver Trust) [---] mentions $ASTS (AST SpaceMobile) [---] mentions $RDDT (Reddit) [---] mentions $HOOD (Robinhood) [---] mentions $NVDA (NVIDIA) [---] mentions $TSM (TSMC) [---] mentions $IBRX (ImmunityBio) [---] mentions $META (Meta Platforms) [---] mentions $RKLB (Rocket Lab USA) [---] mentions $DTE (DTE Energy) [--] mentions $AMD (AMD) [--] mentions $QQQ (Invesco QQQ ETF) [--] mentions $MSFT (Microsoft) [--] mentions $MU (Micron Technology)"
X Link 2026-01-17T02:05Z [---] followers, [---] engagements

"🤯📉 [--]. $MSTR -80% [--]. Coinbase $COIN -66% [--]. Netflix $NFLX -40% [--]. Palantir $PLTR -36% [--]. AMD $AMD -27% [--]. $MSFT -27% [--]. $AVGO -25% [--]. $TSLA -20% [--]. $NVDA -18% [--]. Meta $META -17% [--] https://twitter.com/i/web/status/2019484690684465531 https://twitter.com/i/web/status/2019484690684465531"
X Link 2026-02-05T18:54Z [---] followers, 29.2K engagements

"📊💥 Goldman Sachs Goldman Sachs $SMR Hold $20"
X Link 2026-02-06T20:41Z [---] followers, [---] engagements

"🚀 [-----] [--]. Rocket Labs $RKLB [--]. ServiceNow $NOW [--]. AST SpaceMobile $ASTS [--]. Ishares Bitcoin $IBIT [--]. CoreWeave $CRWV [--]. Ondas Holdings $ONDS [--]. IREN Limited $IREN [--]. Eos Energy $EOSE https://twitter.com/i/web/status/2020252909951148418 https://twitter.com/i/web/status/2020252909951148418"
X Link 2026-02-07T21:46Z [---] followers, [----] engagements

"🎯 $CIFR [--] $CIFR - + $MARA - $RIOT - + $GLXY - $HUT - + $BITF - + $WULF - + $CORZ - $BTBT - $HIVE - GPU + AI https://twitter.com/i/web/status/2021074170109448358 https://twitter.com/i/web/status/2021074170109448358"
X Link 2026-02-10T04:10Z [---] followers, [----] engagements

"🚀⚡ Wall Street [--] Goldman SachsMorgan StanleyBernstein [--] AI + $NBIS $WULF $CIFR $IREN $NBISNebius Group Goldman $155 $92.88 67% Nebius AI $WULFTeraWulf Morgan Stanley $37 $16.65 TeraWulf AI $CIFRCipher Mining Morgan Stanley$38 $16.76 127% Cipher $IRENIREN Limited Bernstein $125 $46.15 IREN [--] 2AI [--] Beta https://twitter.com/i/web/status/2021405988717215962 https://twitter.com/i/web/status/2021405988717215962"
X Link 2026-02-11T02:08Z [---] followers, [---] engagements

"🚀🔥$TSLA [--] Elon Musk $TSLA Saudi Aramco Apple [--] Optimus [--] Tesla = [--] $TSLA $TSLA [--] AI [--] AI 📬 $TSLAElon Musk AI++ https://twitter.com/i/web/status/2022083649131491551 https://twitter.com/i/web/status/2022083649131491551"
X Link 2026-02-12T23:01Z [---] followers, [----] engagements

"📉🚀 [----] Pullback Buy Zones You Dont Want to Miss If [----] brings a broad market reset you dont want to be reacting you want predefined levels. Here are structured zones Im watching if volatility opens the door: $GOOGL [---] $NVDA [---] $AMZN [---] $AVGO [---] $SPOT [---] $AMD [---] $MU [---] Each represents a different exposure layer in the AI and digital infrastructure stack: Core AI + Cloud $GOOGL $AMZN GPU & AI compute $NVDA $AMD Memory cycle leverage $MU Custom silicon + infra scale $AVGO Platform monetization + margin expansion $SPOT The thesis isnt they cant fall. Its that at those levels long-term"
X Link 2026-02-13T02:50Z [---] followers, [---] engagements

"🚀📊 $AXON After [--] Straight Quarters of 28%+ Growth: The Business Is Obvious. The Price Is Not. Axon Enterprise has done something very few companies in the market can claim. For [--] consecutive quarters revenue growth has stayed above 28%. Not off a single contract cycle. Not off stimulus-driven demand. But through a repeatable model built on long-term government relationships hardware lock-in and expanding software subscriptions. At this point the debate is no longer about execution. Its about expectations. The market is no longer asking Can Axon grow Its asking How long can this pace last"
X Link 2026-01-18T20:35Z [---] followers, [--] engagements

"🚀🔥 $GOOGL Alphabet $MSFT $NVDA $AMD $TSM $ASML ASML Holding $MU $RKLB $ASTS AST SpaceMobile $PL Planet Labs $RDW Redwire $COIN Coinbase $CIFR Cipher Mining $IREN Iris Energy $MARA Marathon Digital / $GEV Vernova $PWR Quanta Services $ETN Eaton $AVAV AeroVironment $KTOS Kratos Defense $RCAT Red Cat Holdings $LEU Centrus Energy $BWXT BWX Technologies $CCJ Cameco $OKLO Oklo $PLTR Palantir $NOC $LMT $AMZN $SERV Serve Robotics / $FLNC Fluence Energy $EOSE Eos Energy $MP MP Materials $CRML Critical Metals Corp $TMC The Metals Company $FCX Freeport-McMoRan $SCCO Southern Copper $TECK Teck"
X Link 2026-02-05T18:32Z [---] followers, [----] engagements

"🔥 [----] [----] [----] bithumb Bithumb [--] [----] [---] https://twitter.com/i/web/status/2020511793185992722 https://twitter.com/i/web/status/2020511793185992722"
X Link 2026-02-08T14:55Z [---] followers, [----] engagements

"🔥252%151%$VRT 252% [---] [---] 151% $VRT AI$VRT 252% = $VRT AI 📬 #AI https://twitter.com/i/web/status/2021828993154953378 https://twitter.com/i/web/status/2021828993154953378"
X Link 2026-02-12T06:09Z [---] followers, [---] engagements

"🚨 Bitmine Bitmine 🔹 Stifel +39% 🔹 +542% 🔹 +165% 🔹 +497% 🔹 +25% 🔹 +59% 🔹 ARK +26% $BMNR $ETH"
X Link 2026-02-14T20:43Z [---] followers, [---] engagements

"🚀💎 $TEAM $TEAM AI SaaSAI$TEAMAI AI AI [--] SaaS21 RSI 20% SaaS [----] 1%4.4% AI 900% + + AI 📣$TEAMAI https://twitter.com/i/web/status/2023015966179737616 https://twitter.com/i/web/status/2023015966179737616"
X Link 2026-02-15T12:46Z [---] followers, [---] engagements

"🔥🧠 GoogleJeff DeanAI6 Jeff Dean GoogleChief ScientistGoogle DeepMindAI AI AI2 [--] 6AI AI Transformer Google TPU AI $NVDA $TSMC AI TPU 📣AI AI https://twitter.com/i/web/status/2023078233239847416 https://twitter.com/i/web/status/2023078233239847416"
X Link 2026-02-15T16:53Z [---] followers, [---] engagements

"🚨 $PLTR $GMEMichael Burry Michael Burry Big ShortSubstack22.7 $PLTR$GMEX Substack Burry https://twitter.com/i/web/status/2023236562343927939 https://twitter.com/i/web/status/2023236562343927939"
X Link 2026-02-16T03:22Z [---] followers, [---] engagements

"🚨70%2.0AI $LITE $AAOI $GLW $CIEN $VIAV $COHR $NOK AIGPUGPU GPU $LITE$AAOI $GLW $CIEN$VIAV $COHR $NOK AI 800G 1.6T AI AI AI https://twitter.com/i/web/status/2023239333315072158 https://twitter.com/i/web/status/2023239333315072158"
X Link 2026-02-16T03:33Z [---] followers, [---] engagements

"🚨 [----] Forward P/E 25x [----] [----] Forward P/E 25x $SNDK 7.5x $SMCI 8.9x $MU 9.7x $RDDT 15.6x $UBER 16.2x $META 17.7x $TSM 17.5x $APP 18.3x $WDC 18.8x $AMD 19.1x $NFLX 19.8x $STX 20.2x $AMZN 21x [----] $MU$SNDK$WDC$STX P/E $SMCI AI $META$AMZN$NFLX $TSM$AMD AI [----] AI P/E https://twitter.com/i/web/status/2023242515260887059 https://twitter.com/i/web/status/2023242515260887059"
X Link 2026-02-16T03:46Z [---] followers, [---] engagements

"🔥 [----] [----] Daron Acemoglu AJR GPT [--------] [----] AI AI AI https://twitter.com/i/web/status/2023246951861350746 https://twitter.com/i/web/status/2023246951861350746"
X Link 2026-02-16T04:03Z [---] followers, [---] engagements

"🚀2026 [--] $AMD $76 $267+ $TSLA $210 $499+ $HOOD $29 $153+ [--] [----] [--] Space $ASTS $RKLB $LUNR AI $NBIS $IREN $CIFR $ZETA AI AI Drones $ONDS $AVAV $KTOS Robotics $TSLA $PATH $RR AI Energy $EOSE $OKLO AI $AMD $TSLA $HOOD AI AI 📮 [----] #AI #SpaceEconomy #Robotics #Drones #Energy #Stocks #Investing #Technology"
X Link 2026-01-25T23:44Z [---] followers, 48.4K engagements

"🚨 1020PE $NVO $JD $META $ORCL $NVO GLP-1 [--] $JD 9NTM $META 21NTM AI $ORCL 20NTM PE 📬"
X Link 2026-02-17T00:25Z [---] followers, [---] engagements

"🚨OracleCMS AI Oracle quietly CMS [---] IT Oracle [--] Oracle Cloud InfrastructureOCI Oracle Autonomous Database [------] 500Oracle CMSOCIOracle CMS OracleAI ROI AI Oracle AI + AI + Oracle Autonomous Database AI AI OCI AI Oracle Oracle AI AI + AI + = OracleAI"
X Link 2026-02-16T03:37Z [---] followers, [--] engagements

"💥 X X X X X X X +"
X Link 2026-02-14T21:41Z [---] followers, [---] engagements

"🚨 Bitmine Bitmine 🔹 Stifel +39% 🔹 +542% 🔹 +165% 🔹 +497% 🔹 +25% 🔹 +59% 🔹 ARK +26% $BMNR $ETH"
X Link 2026-02-14T20:43Z [---] followers, [---] engagements

"📉 💥 [--] 1020% [--] 20% [--] 30% [----] 50% [----] 20% AI 2030% 20%30% 40% 📬"
X Link 2026-02-14T20:24Z [---] followers, [---] engagements

"🔥🚀NVIDIALLMDMSKV Cache8HBM GPU $NVDA Dynamic Memory SparsificationDMSLLM1/8 KV cache compute token HBM Key Value context KV 70B context KV cache 1020GB 80GB H100 GPU HBM memory access GPU DMS token DMS token token attention token token token KV cache 50%90% [--] DMS compute attention compute 1% HBM memory memory access GPU KV cache 16GB 2GB GPU [--] DDR paging SSD swap IO Jevons paradox DMS reasoning scaling Context 200k 1M Agent DMS Transformer GPT Llama Qwen DeepSeek Claude Mistral / Mixtral embedding context Transformer Mamba DMS retrofit GPU utilization HBM GPU memory "
X Link 2026-02-14T07:59Z [---] followers, [---] engagements

"🔥🧠Elon MuskAI Elon MuskAI AI 📣AI"
X Link 2026-02-13T17:16Z [---] followers, [---] engagements

"🚀🌌 Elon Musk Elon Musk xAI SpaceX SpaceX [------] AI AI 99.8% AI Musk AI 🔔 Ill keep analyzing the long-term implications of $TSLA xAI SpaceX and orbital-scale compute infrastructure. If youre focused on structural technological expansion rather than short-term noise stay tuned"
X Link 2026-02-12T23:18Z [---] followers, [---] engagements

"🎯 $MSFT [---] [---] 🚨 -27% $PLTR [---] [---] 🚨 -38% $SOFI [--] [--] 🚨 -41% $NFLX [---] [--] 🚨 -44% $HOOD [---] [--] 🚨 -54% $ORCL [---] [---] 🚨 -55% $HIMS [--] [--] 🚨 -78% $DUOL [---] [---] 🚨 -80%"
X Link 2026-02-12T22:58Z [---] followers, [---] engagements

"🚨⚠ Trump 0% Donald Trump bullish Bitcoin 0% 0% 📌 #Bitcoin #Crypto #Trump #USPolitics #CryptoRegulation #DigitalAssets"
X Link 2026-02-10T14:59Z [---] followers, [---] engagements

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