@amitisinvesting Avatar @amitisinvesting amit

Palantir ($PLTR) has been making significant strides, including a strong Q3 earnings report, a new partnership with Poland's Ministry of Defense, and a notable mention from NVIDIA's CEO Jensen Huang, who called Palantir's ontology "probably the single most important enterprise stack in the world". Grab ($GRAB) also reported strong Q3 earnings, with a 22% YoY revenue growth and raised EBITDA guidance. Other notable mentions include OpenAI's expected revenue growth and partnerships with Microsoft ($MSFT) and NVIDIA ($NVDA).

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Social Influence

Social category influence stocks #2807 finance #1510 technology brands 22.59% countries 8.89% cryptocurrencies 7.04% automotive brands 4.81% celebrities 2.22% currencies 1.11% vc firms 0.74% exchanges 0.74%

Social topic influence $hood #40, $pltr #24, $nvda #919, ai 6.67%, this is #5075, in the 5.56%, $googl #3417, pltr #128, palantir #54, $tsla #173

Top accounts mentioned or mentioned by @michaeljburry @stevenfiorillo @stocktalkweekly @grok @parabolicnotice @krispatel99 @mrderivatives @sixsigmacapital @cantonmeow @burlingtononta @basispointpod @mikelongterm @saynototrading @cobracommanduhr @brkmystery @grajasu @downtown @juanrodrig07 @fetzinvests @divestech

Top assets mentioned Robinhood Markets, Inc. (HOOD) Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Metadium (META) Microsoft Corp. (MSFT) Grab Holdings Limited Class A Ordinary Shares (GRAB) RAI Finance (SOFI) BITMINE IMMERSION TECH (BMNR) Bitcoin (BTC) Ethereum (ETH) Nebius Group N.V. Class A Ordinary Shares (NBIS) Shopify Inc (SHOP) GameStop, Corp. (GME) Rocket Lab USA, Inc. Common Stock (RKLB) ARK Innovation ETF (ARKK) Apple, Inc. (AAPL) Amkor Technology Inc (AMKR) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Intel Corporation (INTC)

Top Social Posts

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

"me when I realize $hood market cap is $12B and they have $6B in cash and no debt"
X Link 2024-02-18T00:41Z 325.7K followers, 537.7K engagements

"CAN SOMEONE EXPLAIN WHY DELL $DELL COMPUTERS ARE UP 7% TODAY"
X Link 2024-05-29T19:45Z 325.8K followers, 330.2K engagements

"BREAKING: The Norway State Pension Fund one of the worlds largest pension fund has just said they will vote against Elon Musks new $TSLA Tesla $56B compensation package. They own about 1% of all shares outstanding. I cant imagine what Elon is feeling. This is anti-capitalism anti-America anti-hard work. Its just so disgusting to see"
X Link 2024-06-08T11:39Z 325.8K followers, 1.9M engagements

"A junior in college on Wall Street Bets today bought $700K of $INTC Intel at $30 a share with their Grandmothers inheritance money. Hes down $150K after hours on $INTC falling 20%"
X Link 2024-08-01T21:47Z 325.9K followers, 1.3M engagements

"@TheRoaringKitty [----] keeps getting more interesting $GME"
X Link 2025-01-23T01:07Z 324K followers, 86.2K engagements

"I think $GRAB is up next. Going to highlight all of the DD I've been compiling on this name over the past month so it'll be a long post. Would love to hear counter perspectives people who think the thesis makes sense & where folks see the issues/opportunity on this ticker. I have a heavy position of around $80K+ that could be used in many other names (like buying the $NVDA dip which probably would be much safer) so to me there is a level of asymmetry that I think can play out over the coming years. Alright I've spent a minimum of [---] hours over the past month going deep on this one.let's get"
X Link 2025-02-02T00:41Z 325.8K followers, 968.9K engagements

"So Mark Rober a famous tech YouTuber made a video about Teslas self driving. It got 10M views. It was negative on Tesla. The video was sponsored by Luminar Technologies a LIDAR company and their stock is up 20% gaining around $35M in market cap. If they paid him $2M to do the video they just got a 17x ROI off that marketing spend. How is this not an obvious conflict of interest Why do these famous YouTubers constantly sell out their audience for money Does anyone not value their brand anymore Absolutely ridiculous if $TSLA is down 5% today because of this video"
X Link 2025-03-17T16:02Z 325.8K followers, 1.3M engagements

"$HOOD ROBINHOOD INTRODUCES ROBINHOOD BANKING"
X Link 2025-03-27T02:04Z 325.6K followers, 1.4M engagements

"ELIZABETH WARREN JUST NOW ON CNBC: "Trump should not be calling for Powell to lower rates and say he wants him fired. This is hurting the nature of democracy and will ruin the stock market." Also Elizabeth Warren [--] months ago:"
X Link 2025-04-17T14:22Z 325.8K followers, 1.1M engagements

"$HOOD ROBINHOOD Q1 [----] EARNINGS: - $927M Revenues +50% YoY - $0.37 EPS +114% YoY - Total AUC $221B +70% YoY - Net Deposits of $18B +7B in just March - 3.2M Gold Subscribers +90% YoY - Bought back 7.2M shares added another $500M for buybacks Vlad is on a mission"
X Link 2025-04-30T20:46Z 325.8K followers, 361.4K engagements

"IF YOU ARE WONDERING WHY STOCKS JUST ALL WENT DOWN AT ONCE WE JUST HAD A HORRIBLE BOND AUCTION IN THE UNITED STATES FOR OUR 20-YEAR TREASURIES Because of the lack of biddersit caused the 20-year bond yield to surge to 5.1%. Credit market is screaming for help right now"
X Link 2025-05-21T17:24Z 325.8K followers, 5.5M engagements

"$HOOD Alright weve got to discuss whats going on right now When we found out that Brad Gerstner bought $120M of Robinhood last quarter what I failed to realize is that Brad is THE person who is pushing InvestAmerica. InvestAmerica is a piece of legislation that allows the US government to fund 3.5M newborns with $1000 at birth and let it compound in the S&P [---]. Guardians can add money to the account every year. Today Vlad was at the White House withBrad Gerstner. It seems utterly obvious that Robinhood could be one of the MAIN brokerages that is used to custody this $1000 given by the"
X Link 2025-06-09T22:19Z 324.3K followers, 494.6K engagements

"One of the more intense exchanges today from Powells testimony today: You are causing the country $400B youre the only person who has the power to do that. You care more about Harvard gender study majors over plumbers in Ohio who cant afford a car loan because of rates"
X Link 2025-06-25T16:06Z 325.8K followers, 1.6M engagements

"for the culture $100"
X Link 2025-07-02T16:28Z 324.8K followers, 419.7K engagements

"I sat down with Tom Lee Managing Partner & Head of Research at Fundstrat Global Advisors to discuss the beginning of a new bull rally why institutions didn't buy the dip and the future of retail investing. Tom is one of the most down-to-earth and humble people I have ever met. His perspectives on analyzing the macro while also diving deeper into the nuances of AI technology and innovation creates a fundamentally differentiated point of view backed by evidence which has changed the financial future for millions across the world that listened to him over the mainstream consensus. Tom is a very"
X Link 2025-07-04T17:15Z 325.8K followers, 1.4M engagements

"BITCOIN ALL TIME HIGHS $BTC"
X Link 2025-07-10T16:48Z 325.7K followers, 71K engagements

"oh my bullish $PLTR $154 $HOOD $106 $NVDA [---] $SOFI $22 $RKLB $53 one of those days where you are happy to be invested in one of the most incredible markets weve seen nervous excited selling buying more how are you managing it"
X Link 2025-07-17T17:04Z 324.4K followers, 365.1K engagements

"WHY $FIG FIGMA IS ONE OF THE DIRTIEST GAMES WALL STREET PLAYED ALL YEAR: Lets dive in. Figma sold 36M shares to the public at $33/share raising $1.2B. 24M shares came from investors 12M came from insiders. Big banks usually underwrite an IPO. Underwriting is a fancy way of saying that Goldman JPMorgan etc. analyze the business and try to figure out what its worth. They all told Figma that the business is worth $33/sharebut then the banks took those 36M shares after giving Figma the $1.2B and then priced them at $100 a share. Wall Street made about $2B on the difference between $100 and $33"
X Link 2025-08-01T07:12Z 325K followers, 319.2K engagements

"from $7 to $177"
X Link 2025-08-06T14:35Z 325.8K followers, 650.1K engagements

"Tom Lee is raising $20B to buy more Ethereum oh my goodness $BMNR $ETH"
X Link 2025-08-12T12:10Z 325.8K followers, 694.6K engagements

"BREAKING: Chamath Palihapitiya is launching a new SPAC. The company will be worth $250M & offer 25M shares at $10 per share. It is called American Exceptionalism Acquisition Corp. Chamaths previous SPACs including Opendoor Virgin Galactic and Clover Health are each down over 50% all time"
X Link 2025-08-18T21:55Z 323.9K followers, 732.8K engagements

"day [--] of high beta selloff continues still seeing a rotation out of growth into defensives utilities and real estate my thoughts are the same as yesterday I just think this isnt as scary given we were getting stretched higher and valuations needed to breathe it is very important to protect your mental there are people who are miserable and only get value out of bringing people down with them if you bought $HOOD at $50 and its down from $118 to $99 the people screaming will make you think you are the biggest idiot in the world for not selling at $118 in [--] years if $HOOD is $250 you trying to"
X Link 2025-08-20T15:30Z 324.7K followers, 515.6K engagements

"Bitmine $BMNR bought 13M shares of $OCTO at $1.46. They are up 2500% on that investment as per todays move. If the stock stays at these levels which is trading at about 30x NAV then that $20M would be worth $550M on paper. Seems like Tom Lee is looking to invest in companies building on $ETH to support them thereby supporting the entire Ethereum network increasing the value of Ethereum (which Bitmine wants to own 5% of) and as resultbecoming a full-fledged Ethereum ecosystem play. BREAKING: Tom Lee's Bitmine $BMNR is making their first "moonshot investment" into $OCTO a company that will"
X Link 2025-09-08T15:44Z 325.3K followers, 906.8K engagements

"Badie x AK part [--] @ $HOOD Summit The man the myth the legend @amitisinvesting has given us a community and a place to invest in ways we never thought possible. Thank you and lfg https://t.co/SIPpcHrBKz The man the myth the legend @amitisinvesting has given us a community and a place to invest in ways we never thought possible. Thank you and lfg https://t.co/SIPpcHrBKz"
X Link 2025-09-10T00:07Z 325.5K followers, 277.6K engagements

"$HOOD You can now use plain english to code a custom indicator on Robinhood Legend. Powered by Robinhoods AI Cortex. goodness bro 🤯"
X Link 2025-09-10T01:20Z 325.8K followers, 434.5K engagements

"$NVDA $TSLA Even after Nvidias $100B deal with OpenAI this week Jensen believes that Elon will be a big winner I would not be surprised if he gets to 1GW before anyone else. He has a sense of urgency and can manage complex systems. He is the ultimate GPU"
X Link 2025-09-26T16:51Z 325.8K followers, 494.3K engagements

"CHAMATH ANNOUNCES HIS SPAC RETURN WITH $AEXA: Some details he announced today: - A SPAC has been successfully priced without warrants with the sponsors compensation entirely tied to stock price appreciation. - AEXA was more than 5x oversubscribed with $1.4B in demand resulting in an upsizing to $345M. - The gap between private and public markets has widened with over [---] U.S. private companies valued above $1B compared to [---] in [----] complicating liquidity for employees paper wealth and reinvestment for early investors. So seems like there is pretty strong demand for the SPAC Chamath thinks"
X Link 2025-09-29T22:20Z 324.3K followers, 165.1K engagements

"BREAKING: OpenAI and AMD have announced a multibillion-dollar partnership to build AI data centers using AMDs MI450 chips starting next year. Details: - OpenAI committed to purchasing [--] gigawatts of AMD chips expected to generate tens of billions in revenue for AMD over the next five years with each gigawatt costing tens of billions. - OpenAI will receive warrants for up to [---] million AMD shares (about 10% of the company) at [--] cent per share contingent on meeting deployment milestones and AMDs stock price increasing. $AMD has broke $200 and is +24% in the premarkets"
X Link 2025-10-06T10:57Z 325.8K followers, 715.8K engagements

"Starting a new show today called Equity Edge with fintwit 🐐 @stocktalkweekly dedicated to sharing alpha on newer/underdiscovered names. Todays tickers: $AMKR $PLAB Will be 12:30-1PM EST every Wednesday 🙌 https://x.com/i/spaces/1YpJkkjdnMjJj https://x.com/i/spaces/1YpJkkjdnMjJj"
X Link 2025-10-08T15:33Z 325.8K followers, 74.6K engagements

"last time $AMZN was even close to these levels was early August maybe getting some legs under it entered at $222 looking for $250 by end of year assuming 1.) AWS accelerates 2.) tariffs dont hurt operating margins 3.) catches up with other Mag [--] also.its freaking amazon $AMZN alright folks Amazon is officially the worst performing Mag [--] up 1% YTD hard to imagine we end the year with S&P around 6800-6900 and $AMZN stays flat two reasons I think its down: 1.) tariffs actually effect their commerce business we saw that with operating https://t.co/OorcUmV8Hb $AMZN alright folks Amazon is"
X Link 2025-10-08T18:23Z 325.8K followers, 382.4K engagements

"$NVDA BREAKING: The United States has approved several billion dollars worth of Nvidias chip exports to the United Arab Emirates as per Bloomberg. Nvidia is hitting all time highs overnight"
X Link 2025-10-09T03:54Z 325.8K followers, 382.4K engagements

"alright so are we buying the dip 😂"
X Link 2025-10-10T16:06Z 325.8K followers, 399.4K engagements

"TRUMP: - DONT WORRY ABOUT CHINA IT WILL ALL BE FINE - PRESIDENT XI JUST HAD A BAD MOMENT - THE USA WANTS TO HELP CHINA NOT HURT IT omg the most hated V shape [---] coming up 😂"
X Link 2025-10-12T16:53Z 325.8K followers, 718.9K engagements

"Equity Edge Episode [--] will be on $ENS. EnerSys is in the energy space a provider of stored energy solutions specializing in batteries. Will be live with @stocktalkweekly at 12:30PM EST https://x.com/i/spaces/1dRKZaVQbXbxB https://x.com/i/spaces/1dRKZaVQbXbxB"
X Link 2025-10-15T12:38Z 325.1K followers, 70.3K engagements

"https://x.com/i/spaces/1dRKZaVQbXbxB https://x.com/i/spaces/1dRKZaVQbXbxB"
X Link 2025-10-15T16:29Z 325.8K followers, 64.2K engagements

"i guess someone mentioned soybeans again"
X Link 2025-10-15T17:18Z 325.8K followers, 116.8K engagements

"TRUMP: - WE ARE IN A TRADE WAR WITH CHINA - INDIA ASSURED ME THEY WOULD STOP BUYING RUSSIAN OIL - [--] OR [--] WARS HAVE BEEN SOLVED BECAUSE OF MY USE OF TARIFFS he's bringing back the tariff conversation again publicly likely trying to gain more leverage before the meeting with China"
X Link 2025-10-15T20:42Z 325.8K followers, 249K engagements

"BREAKING: Chamath Palihapitiya Donald Trump Jr and Laura Ingraham are launching a new SPAC. Chamath is the founder of Social Capital Don Jr. is the President's son & Laura Ingraham hosts "The Ingraham Angle on Fox News. It will be incorporated in the Cayman Islands"
X Link 2025-10-19T20:36Z 324.4K followers, 428.1K engagements

"WELL IT LOOKS LIKE WE MAY HAVE A DEAL FOLKS. The Chinese Embassy posted that after successful trade talks during the weekend the US & China have agreed to: - make full use of the China/US economic and trade consultation mechanism - maintain close communication on respective concerns in the economic and trade fields - promote the healthy stable and sustainable development of economic and trade relations to benefit the two peoples and contribute to global prosperity Bessent: "The President had given me maximum leverage when he threatened 100% tariffs if the Chinese imposed their rare earth"
X Link 2025-10-26T15:48Z 325.8K followers, 609.3K engagements

"OVERNIGHT MARKETS OPEN: $PLTR +1.62% $HOOD +2.43% $TSLA +1.03% $NVDA +1.65% $NBIS +4.50% $SOFI +3.83% $AMZN +1.45% $GOOGL +1.42% $SPY +0.65% $QQQ +0.85% $BMNR +5.63% $IREN +6.33% $ASTS +3.80% $CIFR +6.10% $AMD +2.84% $OPEN +4.27% $AVGO +1.35%"
X Link 2025-10-27T01:28Z 324.6K followers, 316K engagements

"did anyone realize that on Wednesday we have an FOMC meeting to discuss the future of interest rates in the USA and then [--] hours later we have $META $GOOGL $MSFT all reporting at the same time gonna be a massive day but if all [--] crushand we get rate cuts 🥶🥶🥶🥶"
X Link 2025-10-28T01:29Z 325.8K followers, 385.4K engagements

"omg $PYPL actually said it they said OpenAI +15% love this 😂"
X Link 2025-10-28T11:34Z 325.4K followers, 187.2K engagements

"$PLTR the journey of a lifetime $200 a share for the company they thought would never make it congrats to everyone and a big thank you to the company that fought to go on this journey in the most authentic way possible ❤😭"
X Link 2025-10-30T02:41Z 325.8K followers, 196.3K engagements

"TRUMP ON THE OUTCOMES OF HIS MEETING WITH XI: - US and China will work to collaborate on Ukraine. - Trump will visit China in April [----] and Xi will visit the US soon. - China will begin buying soybeans and resume rare earth exports. - The US and China will continue to further discuss Nvidia chip restrictions. - Overall China tariffs cut to 47% from 57%. - Fentanyl tariffs slashed to 10% now and China will work on stopping the spread of Fentanyl. LFG"
X Link 2025-10-30T05:01Z 325.8K followers, 479K engagements

"$PLTR ❤ [---] hundred reasons to remember how special the journey has been"
X Link 2025-10-31T14:33Z 324.1K followers, 81.6K engagements

"The next two deepdives are out These are on $GRAB and $NBIS. The $GRAB deepdive is a refined version of a thesis I wrote up a few months ago that many people may have already read. Nebius $NBIS is a name that has done exceptionally well for retail investors and is up 3x YTD. Given the AI revolution the datacenter space has become integral and it seems like Nebius will play a very important role in this sector. After doing the deepdive I do believe the company has a moat due to it's full stack vertically integrated advantage and it is becoming very clear why people are choosing this name as"
X Link 2025-11-02T22:23Z 325.9K followers, 207.3K engagements

"Todays Equity Edge episode will be on $VIAV a leader in network test monitoring and assurance solutions. Compelling valuation along with themes in telecommunications and data centers. Live with @stocktalkweekly at 12:30 PM EST https://x.com/i/spaces/1vAxRQdEkZqJl https://x.com/i/spaces/1vAxRQdEkZqJl"
X Link 2025-11-05T16:50Z 325.9K followers, 42.5K engagements

"https://x.com/i/spaces/1vAxRQdEkZqJl https://x.com/i/spaces/1vAxRQdEkZqJl"
X Link 2025-11-05T17:30Z 325.8K followers, 64.1K engagements

"$HOOD ROBINHOOD Q3 [----] EARNINGS: $1.27B Revenue +100% YoY $556M Net Income +271% YoY $0.61 EPS +259% YoY $742M Adjusted EBITDA +177% YoY 3.9M Gold Subscribers +77% YoY 26.8M Funded Customers +10% YoY $333B Platform Assets +119% YoY Vlad is on a mission"
X Link 2025-11-05T21:40Z 325.1K followers, 220K engagements

"$TSLA ELON MUSK: One thing Im trying to figure out is how to make enough chips maybe well work with Intel but even whe we extrapolate the best case scenario for chip production form our suppliers. it is still not enough. I cant see any other way to get to the volume of chips we are looking for so i think we will have to build a gigantic chip fab. Tesla getting into the chip game 👀"
X Link 2025-11-06T22:35Z 325.8K followers, 782.9K engagements

"ugly day once again there isnt a massive headline but heres what I think is causing it: - market wanted CPI today white house said lol not gonna happen so lack of data is causing issues - Verizon just announced 15K layoffs 15% of their workforcemarkets seem to be thinking they can not ignore labor market even without data - [--] different fed presidents all came out over the past [--] hours and said they are more concerned about inflationPowell a few weeks ago made it clear he cares more about the downside risk to the labor market so the sudden shift is now making people think a december cut wont"
X Link 2025-11-13T16:56Z 325.8K followers, 818.5K engagements

"BREAKING: Amazon $AMZN is investing up to $50B to expand AI and supercomputing infrastructure for US government agencies. - Amazon Web Services (AWS) will build and deploy the first-ever AI and high-performance computing (HPC) purpose-built infrastructure for the U.S. government. - New investment will add nearly [---] gigawatts of compute capacity across AWS Top Secret AWS Secret and AWS GovCloud (US) Regions across all classification levels. - Expands access to AWS's trusted infrastructure and comprehensive AI services to help government agencies advance Americas AI leadership. $50B just for"
X Link 2025-11-24T16:21Z 325.6K followers, 257.9K engagements

"The more you look at the data the more it truly seems like we are living in a bifurcated economy. Lower-end consumers are struggling and an estimated 67% say they are living paycheck-to-paycheck in the United States. The top 10% are responsible for 50% of all the spending and have benefited deeply from rising stock prices. What's the solution To me it is a continual focus to invite more people into the ownership economy as that seems like the only non-political way to not be stuck within the bifurcated part of the economy that is deeply struggling. Latest piece on Substack below as always no"
X Link 2025-11-26T00:48Z 325.4K followers, 126.1K engagements

"Cathie Wood $ARKK today: Buys: - $GOOG [------] shares - $META [-----] shares - $XYZ [------] shares - $CRWV [------] shares - $HOOD [----] shares Sells: - $AMD [------] shares - $GTLB [------] shares - $PLTR [------] shares"
X Link 2025-11-26T01:14Z 324.8K followers, 324K engagements

"$PLTR $NVDA BREAKING: Palantir launches Chain Reaction a new product to function as the operating system for American AI infrastructure. The founding partners for this new operating system are CenterPoint Energy & Nvidia. Chain Reaction aims to: - Transform aging power generation into high-uptime resources capable of meeting AIs massive demand - Stabilize and expand the power grid to meet surging demand from data centers and electrification - Accelerate construction of new generation transmission and compute capacity - Enable the design development and reproducibility of future hyperscale"
X Link 2025-12-04T12:47Z 325.1K followers, 520.2K engagements

"S&P [---] INCLUSION DECEMBER 2025: Included: Carvana $CVNA Comfort Systems $FIX CRH PLC $CRH Removed: $LKQ Solstice $SOLS Mohawk Industries $MHK No Reddit SoFi or Microstrategy"
X Link 2025-12-05T22:37Z 325.6K followers, 187K engagements

"Will be live for Equity Edge with @stocktalkweekly today Well be diving into $THR Thermon Group Holdings a company that provides engineered industrial heating and temperature maintenance solutions. Well also be discussing the recent moves in $AMKR & $PLAB. https://twitter.com/i/spaces/1BRJjgemBkNxw https://twitter.com/i/spaces/1BRJjgemBkNxw"
X Link 2025-12-10T16:15Z 325.9K followers, 28.6K engagements

"$ARKK Cathie Wood buy/sells today: Bought: $BMNR [------] shares $COIN [-----] shares $CRWW [------] shares $CRCL [------] shares $XYZ [-----] shares Sold: $TSLA [------] shares $SOFI [-----] shares $SHOP [-----] shares"
X Link 2025-12-16T01:20Z 323.1K followers, 261.8K engagements

"$ORCL $OWL THE ORACLE BLUE OWL SITUATION: One reason we could be seeing pain across the entire market today is because Blue Owl a private credit lender has been financing a TON of these new datacenter deals including many from $META. Today they came out and said they would not be taking on one of Oracles $10B datacenter deals. Now Oracle came out and said they chose to go with someone different (Blackstone stepped in) but the market is perceiving Blue Owls hesitancy here as a sign of concern over Oracles debt. Whats the issue Well Oracle has $127B in debt. $25B of that debt is due within"
X Link 2025-12-17T19:09Z 324.7K followers, 226.7K engagements

"NANCY PELOSI IS RETIRING AT THE END OF THIS YEAR. Shes up 224% since the start of [----]. This is the final weighting of her portfolio while she retires as the greatest politician stock trader of all time. Her final top [--] positions: $GOOGL $SCHO $AVGO $PANW $AMZN"
X Link 2025-12-18T18:24Z 322.5K followers, 195.7K engagements

"@marginalgoat @Mr_Derivatives $PPBT"
X Link 2025-12-18T20:12Z 324.6K followers, [----] engagements

"A woman in Japan has just married an AI-generated boyfriend. The AI was present at the wedding on a phone screen. They also exchanged rings in a ceremony"
X Link 2025-12-22T02:41Z 324.5K followers, 121.2K engagements

"i am not a guy who tends to shop often but Ive had the same winter boots since [----] so i went to some outlet stores that are popular here in Jersey for the discounts today to get some new boots PACKED like I cant find parking type of packed no recession here 😂"
X Link 2025-12-26T19:09Z 326.3K followers, 103.8K engagements

"TODAY IS WARREN BUFFETTS FINAL DAY AS CEO OF BERKSHIRE HATHAWAY. The simple reason for why hes the GOAT: Compounded Annual Gain from 19642024: - Berkshire Hathaway: 19.9% per year - S&P 500: 10.4% per year Overall Gain from 19642024: - Berkshire Hathaway: 5500000% return - S&P 500: 39000% return Over roughly six decades Berkshire compounded at nearly double the annual rate of the S&P [---]. Many managers got better yearly returns but no one has been able to beat the S&P by 100% for over six decades. The discipline that it takes to create that longevity is why hes the GOAT."
X Link 2025-12-31T16:38Z 324.3K followers, 119.3K engagements

"TRUMP NOW ON THE 10% CREDIT CARD RATE CAP: "Credit card companies will be in violation of the law if they do not comply with the interest rate cap by January [--]. They are abusing people and I am not going to let it happen." My question is how is he going to implement this"
X Link 2026-01-12T03:04Z 325.9K followers, 254K engagements

"$TSM $AMKR $INTC - The U.S. is nearing a trade deal with Taiwan to cut tariffs and secure more TSMC investment. - TSMC would build at least five additional semiconductor fabs in Arizona. - The deal would lower tariffs on Taiwans exports to about 15% per NYT. Trump is serious about bringing back more chip manufacturing to the UShard to fade the on-shoring trade if we think overall chip demand goes higher. A portion of that demand will be met in the US. $TSM now $1.7T market cap +1.5% https://twitter.com/i/web/status/2010763429242343678 https://twitter.com/i/web/status/2010763429242343678"
X Link 2026-01-12T17:18Z 323.1K followers, 77.9K engagements

"High beta names have led the way so far in [----]. Drones energy space defense memoryall themes that have had massive winners in them. However this rally isn't only happening within high-beta. The S&P [---] is nearing $7000 and being supported by defensives healthcare utilities and more even if tech is not leading the way. Ultimately the risk has now become higher for these names if you weren't in them to start the year but the market dynamics are proving that having some exposure good be strong if the current macro can hold. Latest Substack dives into the sustainability of this rally why high"
X Link 2026-01-14T00:42Z 325.9K followers, 183.2K engagements

"Cant even blame retail for leaving what seems to be dead money in an environment like this I just cant chase something with a very high valuation but you look dumb holding on to something not moving vs something up 50% Ultimately comes down to what type of investor you are and at this point i am fine with holding some i understand and believe vs chasing"
X Link 2026-01-15T17:06Z 325.7K followers, 10.6K engagements

"BREAKING: President Trump is lowering tariffs to 15% from Taiwan. In return Taiwan is pledging $250B in chip related investments. TSMC had one of their best earnings in history today increasing revenue guidance by $2B and gross margins by 5%. The onshoring trade to bring more chip manufacturing to the United States continues to be on and with the increased demand from TSM (stretching to 2029) it seems like the broader AI theme continues to be intact. $TSMC $AMKR $INTC $NVDA $AMD https://twitter.com/i/web/status/2011884387978420640 https://twitter.com/i/web/status/2011884387978420640"
X Link 2026-01-15T19:33Z 324.4K followers, 102.7K engagements

"TRUMP: - 10% tariff on Denmark Norway Sweden France Germany the UK Netherlands and Finland - Effective February 1st - Tariff Increases to 25% beginning on June 1st - Tariffs will continue until the US reaches a deal to buy Greenland bro"
X Link 2026-01-17T16:58Z 326.3K followers, 749.7K engagements

"GERMANY MORNING PRICE ACTION FOR US EQUITIES: If this continues overnight markets may show these prices line up to the current quotes. Can take any requests & try to convert the prices for certain tickers in the comments but not all are fully liquid or quoted in Germany"
X Link 2026-01-19T14:47Z 325.2K followers, 251.3K engagements

"alright 1% down on the S&P around 4-5% on individual growth names last time we saw a 5% pullback on the $SPX individual growth names fell 50% not sure if that happens this time or if we get a TACO sooner than not any key stocks/levels people are eyeing for entry"
X Link 2026-01-20T03:11Z 323.8K followers, 312.7K engagements

"ELON'S FIRST EVER TALK AT THE WORLD ECONOMIC FORUM: - AI could become smarter than any individual human by the end of this year - We will start selling Optimus to the public by the end of next year - SpaceX will be soon launching solar-powered AI satellites Elon really is pretty excited about the future he continued to mention that work will be optional and most things will be free.quite the contrast from those that say AI is fake and will result in zero meaningful change for humanity. https://twitter.com/i/web/status/2014384214263701725 https://twitter.com/i/web/status/2014384214263701725"
X Link 2026-01-22T17:06Z 323.5K followers, 118.2K engagements

"Gold going for $5000 and Silver going for $100 🤯 They both dipped yesterday after Trump took off the Greenland Tariffs because more stability is supposed to be bad for assets that hedge yet today they are right back on track. If treasuries are being dumped across the world feels like the beneficiaires are the commodities as central banks diversify from the USD One can argue that Gold and Silver are not as safe as a US 10-yr guaranteed yield but they continue to outperform and offer a better return to those that keep buying in. Have you sold Gold/Silver or are you adding to them"
X Link 2026-01-22T17:09Z 325.1K followers, 76.9K engagements

"$TSLA So my dad had the FSD trial for a month. He loved it. Could not stop talking about it. Trial ended [--] weeks ago and I asked him if I should upgrade his account for the $100/month. My dadbeing my dadsaid no because $100 is not worth it. Now I pay the $100 on my Tesla because I know its worth it. My dad drives 10x more than me so I knew he knew it was worth it but I gave him a week to go back to driving normal. Few nights ago he called me and told me to upgrade the software because he cant go back to driving 😂 FSD is the future. Best real world use case of AI. Just needs to penetrate more"
X Link 2026-01-22T18:39Z 323.6K followers, 714.3K engagements

"@lefttailguy i wonder which one has 50% operating margins and is actually keeping the most important governments safe lol"
X Link 2026-01-23T01:33Z 325.7K followers, 42.4K engagements

"$NVDA BREAKING: China has cleared tech companies to place orders for Nvidia H200 chips as per Bloomberg. - These companies can now discuss specifics details like the amount of chips they need. - China will still encourage companies to buy domestic chips along side Nvidia"
X Link 2026-01-23T12:01Z 323.1K followers, 106.5K engagements

"NANCY PELOSI'S LATEST FINANCIAL DISCLOSURE WAS RELEASED TODAY. She bought shares via exercising deep ITM call options on: $GOOGL [----] shares $AMZN [----] shares $NVDA [----] shares $TEM [----] shares She Sold: [-----] shares of $AAPL [-----] shares of $DIS [----] shares of $PYPL"
X Link 2026-01-26T14:45Z 324.6K followers, 439.1K engagements

"@sheslee Its weirdfeels like an artificial wall put there before earnings $BAH lost $21M worth of Gov contracts today because they couldnt handle taxpayers info correctly.seems like we know where that $21M should be going"
X Link 2026-01-26T16:19Z 324.5K followers, [----] engagements

"$GME MICHAEL BURRYS LATEST SUBSTACK IS A BULLISH ARGUMENT TO GO LONG GAMESTOP. Now it makes sense why Ryan Cohen CEO bought 1M shares last week. The largest voice of the AI bubble crowd has decided his next big bet is Gamestop. I own GME. I have been buying recently. I expect I am buying at what may soon be 1x tangible book value / 1x net asset value. And getting a young Ryan Cohen investing and deploying the companys capital and cash flows. Perhaps for the next [--] years. $GME +8% https://twitter.com/i/web/status/2015835930154930327 https://twitter.com/i/web/status/2015835930154930327"
X Link 2026-01-26T17:15Z 324.1K followers, 112.6K engagements

"@EndicottInvests MAKE IT STAY UP"
X Link 2026-01-26T17:21Z 324.5K followers, [----] engagements

"the entire world is watching Silver and Gold and it's quite incredible to witness gold + silver = $41T worth of market cap what do we think global central banks keep diversifying away from the USD & continue to pump commodities or is this a giant rugpull waiting to happen"
X Link 2026-01-26T17:45Z 325.1K followers, 226.9K engagements

"sowhos buying the healthcare carnage either they have all become super cheap or these new White House proposals meaningfully hurt earnings growth plenty of other stocks with far better growth even if they are trading at a higher premium $UNH $OSCR $CNC $ELV"
X Link 2026-01-27T16:44Z 325.9K followers, 200.9K engagements

"BREAKING: Anthrophic is doubling their fundraising plans from $10B to $20B as per the Financial Times. This will value the company at $350B as investor interest is now 5x the original size of the round. Anthropic went from $1B to $9B in ARR last year. $NVDA $AMD $AVGO $MSFT"
X Link 2026-01-27T19:04Z 325.8K followers, 137.2K engagements

"TRUMP IS OKAY WITH A WEAK DOLLAR. So part of the move in precious metals has likely been a rotation or diversification by central banks/funds out of the USD. The $DXY or dollar index hit its lowest level this year at $95.80. For context it was at $109 before Trump came into office. It's now down 11% over the past year. Why does this matter [--]. When the dollar weakens U.S. goods become cheaper for foreign buyers. That means more exports more demand more jobs which helps big exporters manufacturers and multinationals. This is EXACTLY what Trump wants to decrease the trade deficit. [--]. When the"
X Link 2026-01-28T00:30Z 324.3K followers, 255.3K engagements

"POWELL: GOLD AND SILVER AREN'T RUNNING BECAUSE THE US IS LOSING CREDIBILITY lol.okay"
X Link 2026-01-28T20:13Z 324K followers, 234.1K engagements

"$MSFT MICROSOFT Q4 [----] EARNINGS: $81.3B Revenue +17% YoY $38.5B net income +60% YoY $4.14 of EPS +24% YoY Azure & Intelligent Cloud revenues crosses $50B Satya Nadella: We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises. We are pushing the frontier across our entire AI stack to drive new value for our customers and partners. https://twitter.com/i/web/status/2016628677283631188 https://twitter.com/i/web/status/2016628677283631188"
X Link 2026-01-28T21:45Z 322.5K followers, 140.7K engagements

"$META META Q4 [----] EARNINGS: $59.9B Revenue +24% YoY $8.88 EPS +11% YoY $115-$135B of capex guidance Ad impressions +14% YoY Average price per Ad +10% YoY Mark Zuckerberg: "I'm looking forward to advancing personal superintelligence for people around the world in 2026.""
X Link 2026-01-28T21:46Z 324K followers, 74.3K engagements

"$AAPL APPLE ABSOLUTELY SMASHES EARNINGS - EPS $2.84 EST. $2.68 - REV. $143.76B EST. $138.4B - CHINA REV. $25.53B EST. $21.82B best quarter in over [--] years.market needed this one"
X Link 2026-01-29T21:43Z 325.1K followers, 122.1K engagements

"$HOOD BLOOMBERG: US WEIGHS TAPPING ROBINHOOD FOR TRUMP ACCOUNTS FOR CHILDREN you don't say. Robinhood doesn't need to get all the accounts but if they get even 50% of them that's 1M+ new accounts per YEAR added to the platform that will be holding assets on the platform for 30+ years. very bullish $HOOD Alright weve got to discuss whats going on right now When we found out that Brad Gerstner bought $120M of Robinhood last quarter what I failed to realize is that Brad is THE person who is pushing InvestAmerica. InvestAmerica is a piece of legislation that allows https://t.co/9wyvgrDhKW $HOOD"
X Link 2026-01-29T22:06Z 324.1K followers, 207.7K engagements

"$SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone continuing to buy the momentum in memory obviously cyclical but if the cycle continues its just really really hard to buy into the strength even though the forward multiples are not necessarily expensive at all one thing is true all this demand for memory should be very very bullish for $NVDA and the street giving premiums to the memory names but not Nvidia feels like"
X Link 2026-01-29T22:11Z 323.2K followers, 147.4K engagements

"@stocktalkweekly @lokhi71962865 @Stock Stocktalk is probably [--] out of like [--] people on the entire platform worth paying for 😂 Legit 🐐 who is transparent beyond imagination"
X Link 2026-01-29T22:25Z 324.5K followers, 89.6K engagements

"$TSLA BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI bro Musk has also discussed using SpaceXs Starship rockets to carry Teslas Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceXs data centers in orbit if the company can make the engineering work. if this happensElon will be meeting the requirements for his $1T compensation 😂 https://twitter.com/i/web/status/2017001950563160517 https://twitter.com/i/web/status/2017001950563160517"
X Link 2026-01-29T22:28Z 324.4K followers, 258.2K engagements

"BREAKING: President Trump says he will announce his candidate for the new Fed Chair tomorrow morning. He says he has narrowed the picks to Kevin Warsh and Rick Reider and is "leaning towards" Warsh. He is ruling out Kevin Hasset and meets with both Reider and Warsh today"
X Link 2026-01-30T00:30Z 325.5K followers, 150.4K engagements

"BREAKING: President Trump has formally nominated Kevin Warsh to serve as the next Chair of the Federal Reserve"
X Link 2026-01-30T12:02Z 323.1K followers, 108K engagements

"crypto 🤢🤮"
X Link 2026-01-31T17:47Z 324K followers, 151K engagements

"Busy weekend with the NYC meetup (thank you to all [---] people who came) but have been keeping up with weekend events and obviously it has been ugly. Quick thoughts: - Most of this selling feels like an over-reaction to Warsh being the new Fed Chair and his hawkish stance around QE. Look ultimately Trump picked the guy and Trump wants a strong market. I think Warsh understands that and his previous clips of championing AI as a deflationary force may allow him to advocate for significantly lower rates. Bullish. - I think crypto is down for [--] reasons: Gold/Silver gaining momentum + leverage"
X Link 2026-02-02T14:23Z 326.4K followers, 93.9K engagements

"bought $MSFT not that confident in the purchase but down 25% from the highs and almost below a $3T marketcap for missing cloud rev by 2% seems extreme maybe the OpenAI headwinds continue to exist fully prepared to average down but dipping toes SaaS carnage continues"
X Link 2026-02-03T17:19Z 324.3K followers, 191.6K engagements

"@sama billionaire beef is the best kind"
X Link 2026-02-03T23:00Z 323.8K followers, 110.7K engagements

"my friend telling me about how he bought the dip me: youyou have money to buy the dip"
X Link 2026-02-04T03:13Z 323.6K followers, 98.1K engagements

"$GOOGL crushes Q4"
X Link 2026-02-04T21:17Z 325.9K followers, 170.1K engagements

"@zerohedge oh my"
X Link 2026-02-05T03:19Z 322.5K followers, 41.4K engagements

"premarkets a bloodbath once again id imagine margin calls for a second day in a row could be continuing forced selling its quite incredible because last year when this happened you could point to tariffs this timehard to blame any one particular thing my best guess is that markets are pricing in Warsh as a hawk for QT which is definitely leading to an outflow in speculation and high beta (like crypto) jobs data this morning isnt helping200K layoffs announced in December most since [----] the brightline is that earnings growth across the board continues to be amazing but its almost like the"
X Link 2026-02-05T13:27Z 325.9K followers, 244.9K engagements

"@Couch_Investor seems like this has been the correlation"
X Link 2026-02-05T13:40Z 324.4K followers, 13.9K engagements

"@AdityaInvests90 yes"
X Link 2026-02-07T03:43Z 322.9K followers, [----] engagements

"@sachinvats man.equity markets are not easy to survive in when it feels like the bottom is falling out"
X Link 2026-02-07T16:26Z 323K followers, 25.4K engagements

"@tipsyincavalli one of his best quotes"
X Link 2026-02-07T16:27Z 322.4K followers, [----] engagements

"@DumbMoneyCapitl @stevenfiorillo @Downtown @basispointpod Love the compound was so honored to have him on as the first guest"
X Link 2026-02-08T00:49Z 322.5K followers, [---] engagements

"@jrouldz Did a deep dive on them at $230 and the only issue I had was valuation Valuation is much more compelling now"
X Link 2026-02-08T01:46Z 324.3K followers, 37.8K engagements

"@thisguy714 He really brought the milk 🤣 looking forward to seeing you in LA"
X Link 2026-02-08T02:11Z 322.5K followers, [---] engagements

"@SPYCALLS25 @Downtown glad you enjoyed"
X Link 2026-02-08T04:16Z 322.5K followers, [---] engagements

"@WillAdamsDPT @stevenfiorillo Really glad you enjoyed it One of our biggest things with this pod is to make sure we let guests speakso important to just let them tell the story"
X Link 2026-02-08T16:07Z 323.1K followers, [----] engagements

"@PGAFrankM Superbowl tonight 😭"
X Link 2026-02-09T00:59Z 323.1K followers, [----] engagements

"@mreiffy Feels possible but I think they will crush in such a way that it makes the street really think twice before selling her off"
X Link 2026-02-09T00:59Z 323.1K followers, [----] engagements

"@Mr_Derivatives AI 😆 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo https://t.co/7wUReuMqi8 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo"
X Link 2026-02-10T17:38Z 325.7K followers, 35.9K engagements

"@ChrisCamillo"
X Link 2026-02-10T22:36Z 324.2K followers, [----] engagements

"@JuanRodrig07 People just hate Vlad its fine Were on the side of the guy who wins and executes not the person who cringes at prediction markets but has no problem their iphone is made with slave labor wages in china 🫣"
X Link 2026-02-11T01:20Z 324.5K followers, 36.4K engagements

"No having a cellphone is not mandatory. That is absolutely a view coming from privilege. Billions of people live with no cellphone. BTW even if it is essentialshould people be paid [--] cents an hour to make it Are you okay with using your phone for Apple and Googles profit margins"
X Link 2026-02-11T01:31Z 324K followers, [---] engagements

"@Mopar4Life @JuanRodrig07 You know what also ruins families Someone being paid 50c an hour so you can enjoy your iPhone"
X Link 2026-02-11T02:17Z 324K followers, [---] engagements

"@plureonic @JuanRodrig07 Why do options or derivatives exist"
X Link 2026-02-11T03:29Z 324K followers, [---] engagements

"@howardlindzon 25K banking accounts $400M in deposits 50% direct deposit So much room to grow on the non degenerate side of the business"
X Link 2026-02-11T17:43Z 324.3K followers, 23K engagements

"@StockMKTNewz $76.50"
X Link 2026-02-11T19:18Z 324.3K followers, 13.3K engagements

"@Sumeet2692 @StockMKTNewz $BTC needs to dip hard for that but its possible"
X Link 2026-02-11T19:52Z 324.3K followers, [----] engagements

"@JulieLaw812 Appreciate you Julie"
X Link 2026-02-11T20:26Z 324.4K followers, [----] engagements

"RT @stocktalkweekly: In October of last year I began 'Equity Edge' with @amitisinvesting Since then I've pitched [--] stocks: Oct [--] - $AMK"
X Link 2026-02-11T23:25Z 324.5K followers, [--] engagements

"@SixSigmaCapital Agreed. Hard to sell the name here but quarter did not put up numbers that could remotely justify any meaningful short term upside action"
X Link 2026-02-12T00:13Z 325.4K followers, [----] engagements

"@RangarajSrikan1 Yup. If gold and silver are taking up capital non-growth growth stocks are not going to get the bid when meta amzn msft get sold off. Just easier to buy big tech or names growing 30-40% but being sold off"
X Link 2026-02-12T00:19Z 324.4K followers, [----] engagements

"@OrionCasts For now its a holdthe entire market has shifted even $shop or $app could not catch a bid today on great earnings Opportunity cost is real but if you take the money and put it into something else that just gets hit by the market then holding here to me makes more sense"
X Link 2026-02-12T00:41Z 324.5K followers, [----] engagements

"@MikeLongTerm Was really nice to see the video callthey are putting in MUCH more effort"
X Link 2026-02-12T01:29Z 324.4K followers, [----] engagements

"@ThaDeGen Yeah on second glance I do not hate the move but Im not sure it immediately adds to fintech growthdefinitely a longer term acquisition. Also they didnt spend $425M thats the value of the company so likely was much cheaper for them"
X Link 2026-02-12T01:44Z 324.4K followers, [----] engagements

"@FetzInvests @Stash great summary"
X Link 2026-02-12T04:10Z 326.4K followers, [----] engagements

"@howardlindzon @ChrisCamillo He got me in as well and I am very very grateful to him for it. When humanoids become mainstream Chris Camillo will be the face of that movement as the first person to have clearly told the story years before it happened"
X Link 2026-02-12T04:20Z 324.8K followers, 14.4K engagements

"@samsolid57 Bouncing off $79 everyday 👀"
X Link 2026-02-12T04:41Z 324.4K followers, [----] engagements

"@jp_strategic Maybe one day $HOOD will make the list 😂"
X Link 2026-02-12T04:42Z 324.4K followers, [----] engagements

"@MikeLongTerm $KO up 15% YTD complete rotation into value now"
X Link 2026-02-12T18:33Z 326.4K followers, 12.1K engagements

"$PLTR $NVDA THIS ACTUALLY JUST HAPPENED. Jensen: "This is probably the single most important enterprise stack in the world the Palantir Ontology." Oh. My. Goodness"
X Link 2025-10-28T17:42Z 326.4K followers, 1.6M engagements

"This poem by Charles Bukowski changed my life [--] years ago. I revisit the poem every new year as I am reminded I once again have a new chance to chase the only thing worth chasinga dream. Excited to continue analyzing the greatest show on earth Wall Street with everyone in [----]. Deeply appreciate everyone who follows and finds any value in the content as I find immense purpose in creating it. GO ALL THE WAY & HAPPY NEW YEAR. https://twitter.com/i/web/status/2006780451487142252 https://twitter.com/i/web/status/2006780451487142252"
X Link 2026-01-01T17:31Z 326.4K followers, 345.2K engagements

"$SOFI SOFI Q4 [----] EARNINGS: - $1.03B Revenue beat vs $982M est - $0.13 EPS beat vs $0.12 est - Adj. EBITDA $318M +60% YoY - 13.7M Members +35% YoY - $10.5B Total Originations +46% YoY - $7.5B Personal Loan Originations +43% YoY First time ever crossing $1B quarterly revenue & first time with over 1M members added in a single quarter. https://twitter.com/i/web/status/2017208182775456034 https://twitter.com/i/web/status/2017208182775456034"
X Link 2026-01-30T12:08Z 326.4K followers, 280.7K engagements

"$PLTR PALANTIR Q4 [----] EARNINGS: - $1.4B Revenue +70% YoY - U.S. Revenue $1.71B +93% YoY - U.S. Comm Revenue $507M +137% - U.S. Gov Revenue $570M +66% - Rule of 40: 127% - Guiding for 61% FY [--] growth Palantir is becoming one of the greatest software companies in history"
X Link 2026-02-02T22:12Z 326.4K followers, 235.4K engagements

"$GOOGL SUNDAR ON THE RECENT SAAS MELTDOWN: - AI is going to be an enabling tool for software companies we are seeing massive token usage - Many companies are incorporating Gemini into their workflows to increase productivity - Software companies that are utilizing AI have big opportunities ahead basically Sundar doesn't think AI is going to destroy SaaS an incredible stat on these companies today: "Software relative to the S&P [---] shows [--] years of relative gains wiped out in the past month." $CRM $ADBE $NOW $INTU $DDOG $APP $IGV https://twitter.com/i/web/status/2019174037587452044"
X Link 2026-02-04T22:19Z 326.4K followers, 314.1K engagements

"S&P [---] TOP [--] COMPANIES YEAR TO DATE: As you can see the big tech names are nowhere to be found. Three out of the top ten are memory companies. The good part about this is twofold: [--]. The breadth that is being shown across the market -- S&P basically at ATH with none of the most important names being in the top [--] list. [--]. There is so much room to grow for tech companies that are nowhere to be found on the list their multiples are relatively sane and if they continue to execute in the way that they have they should be out-performers from here which would only continue to help the S&P more"
X Link 2026-02-09T19:19Z 326.4K followers, 101.6K engagements

"$HOOD For the first time in four years $GME is now NOT part of the top [--] investments on Robinhood. Robinhood releases an investor index that shows the top [--] names owned across the platform. $PLTR made the list last year as the newest entrant the other [--] have been pretty consistent: $GOOGL $NVDA $META $AMZN $TSLA $MSFT $AAPL $F Basically Big Tech + Ford (Robinhood gave away many shares in [----] of this stock to new users) and then Palantir as of last year. The stock to knock out Gamestop from the top [--] assets after four years $NFLX Netflix. Looks like Robinhood users sold off $GME and"
X Link 2026-02-12T04:32Z 326.4K followers, 97K engagements

"market doesnt want AI doesnt want software doesnt want capex it wants negative 4% YoY growth shoes what a start to February lol"
X Link 2026-02-12T18:27Z 326.4K followers, 320.9K engagements

"@eliano literally the best hoodie I have ever worn HEAVY AND ONTOLOGICAL 😍"
X Link 2026-02-12T20:32Z 326.4K followers, 18.1K engagements

"Dan Ives as guest #2 for Basis Points @stevenfiorillo @basispointpod @DivesTech"
X Link 2026-02-13T01:08Z 326.4K followers, 61K engagements

"dump us on Thursday pump us on Friday its becoming a routine"
X Link 2026-02-13T17:18Z 326.4K followers, 159.1K engagements

"@arny_trezzi literally us reading this thing 🤣🤣"
X Link 2026-02-14T18:03Z 326.4K followers, 18K engagements

"@Mr_Derivatives 🍿"
X Link 2026-02-14T22:14Z 326.4K followers, 28.9K engagements

"@cantonmeow i didnt even see this lets set it up"
X Link 2026-02-16T15:26Z 326.4K followers, [----] engagements

"the stock market being closed takes away most of the purpose from my life"
X Link 2026-02-16T15:26Z 326.4K followers, 178.3K engagements

"@blondebroker1 yeah i was just kidding but lets open the markets now 😆"
X Link 2026-02-16T15:56Z 326.4K followers, [----] engagements

"$PLTR PALANTIR CEO ALEX KARP RELEASES A MESSAGE TO EMPLOYEES AND INVESTORS ON S&P [---] INCLUSION: People tend to use the term retail investor which is another way of saying people courageous enough to invest their own money otherwise own as tendies in what they believe in. THIS WAS THE MOST EPIC MESSAGE EVER BY ALEX KARP"
X Link 2024-09-10T00:28Z 326.4K followers, 452.1K engagements

"You know I learned a ton from you when I was younger. Your lectures on startups are incredible. However as someone who has spent the last [--] years studying Palantir literally everyday your take on this is so absurd that it leads me to believe your ideology might the only thing leading to this type of content. You realize the entire NHS runs on Palantir That same police state entity was chosen by UKs most beloved institution to manage aggregate and make sense of the most valuable health data in the country. Why Outcomes. Reducing backlogs wait times things thatmatter. If you are referring to"
X Link 2025-04-19T00:09Z 326.4K followers, 251.7K engagements

"launched a substack 1) goal is [--] deepdives a month [--] weeks per company and 10-15 pages per deepdive 2) idea behind it is forcing myself to spend more time with new companies and become better at analyzing businesses 3) will be free no paywall ever please comment a company youd like a deepdive on first one will launch Oct [--] 🙌"
X Link 2025-10-02T16:14Z 326.3K followers, 351.5K engagements

"berkshire bought Google after [--] years likely at a $2-$2.8T market cap and people want to say we are in the next dot-com bubble the holding company that has more T-bills than the Federal Reserve $300B in cash and never touches technology just bought 17.8M shares of one of the largest capex spenders on the planet projected to spend $93B next year on datacenters while at the same time does $100B+ in net income and we are somehow in a dot-com bubble okaaaaaaaaay 🤷♀ BERKSHIRE BUYS 17.8M SHARES OF $GOOGL https://t.co/IGHpOpswyi BERKSHIRE BUYS 17.8M SHARES OF $GOOGL https://t.co/IGHpOpswyi"
X Link 2025-11-15T19:35Z 326.4K followers, 1.8M engagements

"$PLTR BREAKING: The US Navy has announced a $448 million strategic investment in the Shipbuilding Operating System (Ship OS) to accelerate the adoption of artificial intelligence and autonomy technologies across the industrial base. Ships OS will leverage Palantirs software to bring modern best practices to the complex data heavy environment of Navy shipbuilding. We are seeing a MASSIVE level of infrastructure and software investments from the US Government. Palantir seems to keep winning these contracts as their operating-system model is being implemented across various parts of the"
X Link 2025-12-09T22:31Z 326.4K followers, 938K engagements

"small life update ive joined Andreessen Horowitzs @a16z venture scout program they are essentially letting me manage a little bit of money to write checks into startups. super grateful for the opportunity and excited to begin my angel investing career with the institutional backing of a firm as storied as Andreessen Horowitz (early into facebook twitter airbnb lyft slack coinbase and many more) big thank you to @dhaber for the connection and opportunity ive had a little success with investing in public equities I have no idea if any of those skills could translate to the private markets."
X Link 2026-01-10T20:15Z 326.4K followers, 449.5K engagements

"TRUMP: - GREAT CALL WITH XI - ILL BE GOING TO CHINA IN APRIL - CHINA WILL IS CONSIDERING TO BUY MORE SOYBEANS FROM THE US he tanked the market with soybeans in October now trying to pump the market with soybeans"
X Link 2026-02-04T15:43Z 326.4K followers, 148.8K engagements

"continued blood bath after hours"
X Link 2026-02-05T22:23Z 326.4K followers, 111.2K engagements

"@Jruss23x Great vlog thank you for coming"
X Link 2026-02-07T01:16Z 326.4K followers, [----] engagements

"launching a new podcast today from NYC with @stevenfiorillo Josh Brown @downtown was nice enough to be our first guest was a really insightful episode on how he got started in finance managing $6B and why he has always been bullish WELCOME TO BASIS POINTS @basispointpod"
X Link 2026-02-07T15:43Z 326.4K followers, 88.1K engagements

"NONFARM PAYROLLS FOR JANUARY COME IN AT +130K VS EXPECTATIONS OF +70K okay we really needed that"
X Link 2026-02-11T13:31Z 326.4K followers, 123.1K engagements

"@sam_badawi it is CRAZY for the S&P to be down 1% and $GRAB to be green"
X Link 2026-02-12T18:57Z 326.4K followers, 20K engagements

"https://youtu.be/0w9AF0mhkZIsi=dyZ-Lna1tofv9GCb https://youtu.be/0w9AF0mhkZIsi=dyZ-Lna1tofv9GCb"
X Link 2026-02-13T01:08Z 326.4K followers, 53.4K engagements

"@em013L the fact that he said you have to pay $400 to have a conversation with me was a bit a crazy for someone so rich 💀 such an obvious grift that was not looking for conversation but looking to drive subscriptions revenue"
X Link 2026-02-15T15:22Z 326.4K followers, 12.1K engagements

"@MikePLTR @michaeljburry 😂"
X Link 2026-02-15T15:25Z 326.4K followers, [----] engagements

"@y7_y00ts He can argue against the valuation all he wants thats not the issue Its the blocking/non responses to his critique about the company itself being a scam that is really weird to see Until you pay my $400 subscription then I cant talk to you lol"
X Link 2026-02-15T15:54Z 326.4K followers, [---] engagements

"@WhitePine009 the deleting stuff and spamming the article thing is really weird its almost as if he wants to create controversy for a few hours get traction then take it down because its not good content and use the traction to spam links just such a weird thing to see from him"
X Link 2026-02-15T17:41Z 326.4K followers, 18.7K engagements

"@KrisPatel99 @tradershekki @em013L @evan__trades Kris right now"
X Link 2026-02-15T18:39Z 326.4K followers, [----] engagements

"@TheSonOfWalkley Feels obvious that Tesla is taking the hard approach to solving these real world problems and will win long term"
X Link 2026-02-15T23:47Z 326.4K followers, 30.7K engagements

"@novelcameron all you can do is be positive because that is what wins long term at the end of the day people are coming for a source of information and news and although some will be super emotional I cant be because that isnt what Im supposed to do so just gotta take the punches 😂"
X Link 2026-02-16T17:50Z 326.4K followers, [----] engagements

"$PLTR BREAKING: PALANTIR HAS JUST BEEN AWARDED A $650M CONTRACT FROM THE GENERAL SERVICES ADMINISTRATION SOURCE BELOW FROM THE US GOV WEBSITE"
X Link 2024-02-06T18:32Z 326.2K followers, 189.9K engagements

"Dave Portnoy has officially invested $500K in $AMC at an average of $5.20 and $500K into $GME Gamestop at $34.40"
X Link 2024-05-13T21:49Z 325.9K followers, 1.6M engagements

"PALANTIR IS NOW IN THE S&P 500"
X Link 2024-09-12T22:53Z 325.9K followers, 411.7K engagements

"$HOOD ROBINHOOD INTRODUCES COLLEGE BASKETBALL TOURNAMENT CONTRACTS"
X Link 2025-03-17T13:18Z 326.1K followers, 408.6K engagements

"$HOOD ROBINHOOD LAUNCHES THE FIRST EVER PRIVATE STOCK TOKENS FOR CUSTOMERS TO ACCESS IN THE EU The first two private companies SpaceX and OpenAI. Oh. My. Hoodness"
X Link 2025-06-30T16:05Z 326.1K followers, 2.1M engagements

"MARK ZUCKERBERG: We are going to spend aggressively. Even if we lose a couple hundred billion it would suck but its better than being behind the race for super intelligence. To even hear Zucks say thisit shows how important they believe the opportunity is. Cap-ex is not slowing down. $META $NVDA"
X Link 2025-09-19T17:42Z 325.9K followers, 2.4M engagements

"$BMNR TOM LEE BOUGHT ANOTHER +200K $ETH LAST WEEK. Bitmine now has [-------] Ethereum on their balance sheet. Tom Lee: "The crypto liquidation over the past few days created a price decline in ETH which BitMine took advantage of. We acquired [------] ETH tokens over the past few days pushing our ETH holdings to over [--] million or 2.5% of the supply of ETH. We are now more than halfway towards our initial pursuit of the 'alchemy of 5%' of ETH.""
X Link 2025-10-13T12:41Z 326K followers, 241K engagements

"$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them.""
X Link 2025-10-28T18:58Z 326.1K followers, 556.8K engagements

"$PLTR Really important point below: Michael Burry never publishes his 13F early. This is one of the first times in a decade that he didlikely because he was severely underwater on his Palantir puts. Given he bought those puts at any time during July - September (Q3) then unless he bought Palantir puts at $200 which wouldnt be possible since that happened during Q4 he was underwater. Part of the reason to disclose early may have been to get the market to use the headline to then allow him to get exit liquidity since the trade was simply not going his way. While Palantir is down from earnings"
X Link 2025-11-06T20:35Z 326.2K followers, 804.3K engagements

"Cathie Wood $ARKK today: Buys: $ACHR [------] shares $OKLO [------] shares Sells: $TSLA [-----] shares $PLTR [-----] shares $RKLB [------] shares $SHOP [-----] shares"
X Link 2025-12-23T01:22Z 326.1K followers, 250.8K engagements

"$ZETA Some thoughts on Zeta and the recent price action: [--]. Obviously the name has now become a fintwit favorite. It is quite incredible how a name can become viral the question becomes if the name is going viral because of something memeish or something legit and with Zeta it feels much more legit than not purely based on one idea: valuation. The valuation continues to be significantly discounted against peers which is why a re-rating is possible and many people are starting to recognize this valuation mismatch as well. [--]. Ive heard about Zeta since September but really never seriously"
X Link 2026-01-06T18:06Z 326.3K followers, 165.2K engagements

"$MSFT worst day in [--] years $400B+ market cap wiped out taking the ENTIRE SaaS sector down with it why do we think the market hates it today 12% down you wouldve thought they completely missed earningsbut they grew net income by 60% pretty incredible to see"
X Link 2026-01-29T16:39Z 326.4K followers, 316.8K engagements

"@CarioCapital Very confused on this one"
X Link 2026-02-11T23:28Z 326.1K followers, 38.3K engagements

"@ParabolicNotice @SayNoToTrading @michaeljburry It is free. Nothing is paywalled. Substack has generic payment tiers"
X Link 2026-02-15T06:59Z 326.1K followers, [----] engagements

"@eth_chainId $150K 😆😭"
X Link 2026-02-16T17:26Z 326.4K followers, [----] engagements

"I sat down with the CEO and CoFounder of Robinhood Vlad Tenev to discuss a variety of topics after Robinhood's Gold Standard event. In the podcast we discussed the early days of Robinhood and how the company grew the economicsbehind Robinhood Gold's new 1% unlimited match on depositshow Robinhood thinks of the credit market with their new 3% cash back card international expansion crypto and more. This was one of the first long-form podcasts Vlad has sat down for in over [--] years so was very grateful for him giving the time after one of the busiest weeks in history for the company following"
X Link 2024-04-03T17:00Z 326.4K followers, 6.9M engagements

"so let me get this straight openai decides to become a for-profit company now the cto head of research and vp of training research all decide to leave on the same day this is announced sam altman gets a $10.5B pay day (7% of the company) on the same day tim cook and satya nadella are okay with this they have no issue with their core foundation model investment losing [--] core execs including the CTO not to mention the cofounder LEFT and started a new startup called Super Safe Intelligence last monthkind of implying he doesnt think OpenAI is safe i mean dude what did SAM do no WAY three high"
X Link 2024-09-26T02:28Z 326.3K followers, 57.1M engagements

"$PLTR PALANTIR REAL WORLD DEMO OF BUILDING AN ONTOLOGY & UTILIZING IT VIA AIP If youve never seen what the ontology looks like in action for Palantir this is an incredible example to take a look at:"
X Link 2024-12-05T23:05Z 326.4K followers, 267.6K engagements

"WHY DONALD TRUMP WANTS THE MARKET TO CRASH .in the short term This chart below sums up the reasoning behind what the current adminstration is doing and why it is having adverse effects on the market. Kris @KrisPatel99 did a great job today explaining this more in depth on the market open & I think the thesis checks out: [--]. We have $7T of debt we need to pay in the next [--] monthsif we dont pay it well have to refinance. [--]. The Trump admin does NOT want to refinance at a 4%+ ratethe 10yr at one point this year was 4.8%. [--]. How do you get the 10yr to come down Markets need to show weakness in"
X Link 2025-03-04T17:13Z 326.4K followers, 10.1M engagements

"$PLTR Spoke today on Bloomberg about Palantir's Q1 earnings the volatility in the stock and why retail is interested in the company. Thank you for everyone who reached out this is a win for all of us a community & excited to continue on the journey"
X Link 2025-05-06T16:17Z 326.4K followers, 256.3K engagements

"MICHAEL BURRY SELLS EVERYTHING IN Q1 & GOES LONG $EL ESTEE LAUDER WITH 200K SHARES betting on makeup"
X Link 2025-05-15T22:03Z 326.4K followers, 361K engagements

"THESE ARE MY TYPES OF DIVIDENDS thank you Saylor $MSTY"
X Link 2025-07-08T00:56Z 326.4K followers, 844.2K engagements

"HOW TO PLAY $ETH: [--]. Ethereum itself [--]. $BMNR $SBET Ethereum treasuries while many more are popping up these two are the ones that have a sizeable amount on the balance sheet and have already approved the capital to buy more. I like $BMNR more because I trust Tom Lee who is the chairman of it. [--]. $HOOD Robinhood is one of the cheapest platforms to buy Ethereum on as more people continue to trade it that increases trading volumes which increases transaction revenues. Robinhood is now charging upwards of 30% more on their take rate for crypto than last year (still 50% cheaper than $COIN) so"
X Link 2025-08-09T21:17Z 326.3K followers, 469.6K engagements

"@unusual_whales hot take the american dream is no longer owning a home with a 30yr fixed rate the american dream is owning a sizeable position in $NVDA Nvidia being a metaphor for the stock market particularly AI that is what is growing over the next decade not housing"
X Link 2025-08-16T20:04Z 326.2K followers, 637.3K engagements

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