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@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 XX% YoY revenue growth and raised EBITDA guidance. Other notable mentions include OpenAI's expected revenue growth and partnerships with Microsoft ($MSFT) and NVIDIA ($NVDA).

Engagements: XXXXXXX #

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Mentions: XXX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXX #

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Social Influence

Social category influence stocks #205 technology brands #2184 finance #391 cryptocurrencies #3083 countries XXXX% automotive brands XXXX% social networks XXXX% fashion brands XXXX% celebrities XXXX% travel destinations XXXX%

Social topic influence $nvda #25, ai #668, $pltr #1, nvda #99, $hood #35, $googl #347, googl #7, palantir #86, ceo #771, products #286

Top accounts mentioned or mentioned by @bedurion @grok @dividendstreams @sickofmedia44 @tks8798 @mrblock24 @kobeissiletter @stocktalkweekly @knightcharo @tradesignalus @rklb4ever @cyrilgupta @krispatel99 @saynototrading @truflation @kross_roads @dannycheng2022 @dreamd0nt @fundstrat @datadinvesting

Top assets mentioned NVIDIA Corp. (NVDA) Palantir (PLTR) Robinhood Markets, Inc. (HOOD) Alphabet Inc Class A (GOOGL) Metadium (META) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Bitcoin (BTC) Microsoft Corp. (MSFT) Rocket Lab USA, Inc. Common Stock (RKLB) Grab Holdings Limited Class A Ordinary Shares (GRAB) BITMINE IMMERSION TECH (BMNR) Ethereum (ETH) Tesla, Inc. (TSLA) Morgan Stanley (MS) UiPath, Inc. (PATH) Nebius Group N.V. Class A Ordinary Shares (NBIS) Amazon.com, Inc. (AMZN) IonQ, Inc. (IONQ) D-Wave Quantum Inc. (QBTS) Rigetti Computing, Inc. Common Stock (RGTI) ARK Innovation ETF (ARKK) Advanced Micro Devices (AMD) Paramount Skydance Corporation Class B Common Stock (PSKY) ARK 21Shares Bitcoin ETF (ARKB) SuperWalk (GRND) Circle Internet Group, Inc. (CRCL) OctoFi (OCTO)

Top Social Posts

Top posts by engagements in the last XX hours

"$NVDA bought back every single short call I had on Nvidia two weeks ago around $170-$175 all for slight profits some were as deep as Dec 2027 I am letting these shares ride naked now as I do think by end of year we get near $XXX after those earnings we should be there but the bubble concerns are whats holding her back another beat and raise quarter might make it undeniable but the longer it stays in the $180s the more attractive the forward multiples look if you believe they will put up that EPS growth"
X Link 2025-12-08T14:56Z 295.1K followers, 101.3K engagements

"$NVDA TRUMP OFFICIALLY LETS NVIDIA SELL INTO CHINA. Details from his latest Truth Social post: - I have informed President Xi of China that the United States will allow NVIDIA to ship its H200 products to approved customers in China and other Countries under conditions that allow for continued strong National Security. - XX% will be paid to the United States of America. - This policy will support American Jobs strengthen U.S. Manufacturing and benefit American Taxpayers. - NVIDIAs U.S. Customers are already moving forward with their incredible highly advanced Blackwell chips and soon Rubin"
X Link 2025-12-08T21:41Z 295.1K followers, 335.1K engagements

"wait WHAT $ARKW CATHIE IS BUYING HER OWN BITCOIN ETF $ARKB 316K SHARES LOL"
X Link 2024-01-20T01:10Z 294.9K followers, 17.6K engagements

"@StockMarketNerd $GRND Grindr brother Monopoly on gay dating The real play is highly targeted dating with an affluent user base (gay men) willing to pay for subscriptions XX% growth YoY"
X Link 2025-04-17T23:44Z 294.8K followers, 32.1K engagements

"in a world full of squares choose to be a $CRCL my goodness big win for crypto stablecoins & IPOs now not sure if they deserve to be worth $40B but if they are the defacto stablecoin company since people dont trust tether or is this just hype $CRCL +22%"
X Link 2025-06-18T16:49Z 294.8K followers, 122.9K engagements

"TRUMP: CANADA IS DIFFICULT TO DEAL WITH WE ARE TERMINATING ALL TRADE DISCUSSIONS WITH THEM & WILL LET THEM KNOW OUR TARIFF RATE IN X DAYS"
X Link 2025-06-27T17:53Z 294.9K followers, 189.2K engagements

"for the culture $100"
X Link 2025-07-02T16:28Z 294.9K followers, 419.7K 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 295K followers, 637.1K engagements

"so i think the market kinda reversed today based on the jobs number being bad enough for the market to actually be scared which to meis not the best reason heres why: unless the labor market shows such significant weakness that corporate earnings dump then its largely irrelevant meaning we can have labor market weakness (which is why Powell wants to cut) but it cant be an absolute deterioration of the labor market that would be when the economy gets hit aka earnings get hit i dont see that happeningwe need way more data to say thats going on in the labor market so why the selloff today i"
X Link 2025-09-05T16:49Z 295.1K followers, 210.9K engagements

"Bitmine $BMNR bought 13M shares of $OCTO at $XXXX. 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 X% of) and as resultbecoming a full-fledged Ethereum ecosystem play"
X Link 2025-09-08T15:44Z 294.7K followers, 906.1K engagements

"NEW YORK TIMES: - US prepares some tariff exemptions to lower food prices will include beef and citrus products - Trump has not made final decision on exemptions - Exemptions would apply to certain reciprocal tariffs looks like Trump is admitting grocery prices are too high"
X Link 2025-11-13T23:05Z 294.9K followers, 135.2K engagements

"bulls have stepped in the goal for today was to stop the bleeding even if we end red if it's not as bad as the premarkets it's a win anything else like an actual green close is a cherry on top but dip buyers are trying to step in"
X Link 2025-11-14T16:23Z 295K followers, 143.9K engagements

"$NVDA NVIDIA UPGRADES ACROSS THE STREET FOLLOWING Q3: Evercore ISI Buy $XXX Melius Research Buy $XXX KGI Buy $XXX Baird Buy $XXX Barclays Buy $XXX Bernstein Buy $XXX Citi Buy $XXX BNP Buy $XXX JPMorgan Buy $XXX Stifel Buy $XXX KeyBanc Buy $XXX Wolfe Buy $XXX Jefferies Buy $XXX Goldman Buy $XXX Rosenblatt Buy $XXX Mizuho Buy $XXX William Blair Buy $XXX CITIC Buy $XXX Deutsche Bank Buy $XXX Morningstar Buy $XXX Morgan Stanley Buy $XXX Wedbush Buy $230"
X Link 2025-11-20T13:07Z 294.9K followers, 314.8K engagements

"$HOOD The reason why Robinhood gets a multiple is because they execute at a level that hasn't really been seen in financial services/technology. This year will go down as one of the strongest years (which will likely be surpassed in the future) of execution for this company that is attacking every single vertical with the growth and operating leverage that investors could only dream of. In 2025 Robinhood: - Launched Robinhood Strategies an advisory and portfolio management tool. - Launched Robinhood Banking with enhanced checking and savings features. - Launched Robinhood Cortex an AI-powered"
X Link 2025-11-26T19:44Z 294.9K followers, 249.9K engagements

"and for people who don't like the product i really wonder if they like options because the more research i do the more i realize prediction markets are almost exactly like options you buy an nvda call for XXX this week great. it better get to XXX. if not you lose everything. nvda gets to XXX today and you bought the call at XXX this morning but you dont think it gets above XXX by end of week great. you can sell for a profit to avoid theta decay. want to hedge your position on nvda with puts great. you can also hedge with a prediction market around economic events. the exact same dynamics are"
X Link 2025-12-01T18:56Z 295K followers, 19.6K engagements

"Subscribed to ChatGPT after canceling it X months ago. Simple reason Memory. I now subscribe to Grok Claude and GPT. In my experience OpenAI has really nailed memory. Even with the non-paid version over the past few weeks it has understood the context of everything I have talked about and brought up things Ive discussed in the past when I didnt expect it to. When an LLM can make you feel like its listening to you and explicitly responds with the context of what youve previously said it does become a game changer for me. I think its inventible that I may just end up paying and using all X LLMs"
X Link 2025-12-02T17:46Z 294.9K followers, 170K engagements

"@dustinthedad thats the $XX monthly charge to my robinhood gold card hahaha"
X Link 2025-12-02T17:48Z 294.5K followers, 4618 engagements

"FEAR AND GREED INDEX TRYING TO LEAVE EXTREME FEAR AFTER HITTING THE LOWEST LEVELS SINCE APRIL. Once again buying at the lows of the index ended up being a decent decision as the buy the dip mentality has continued to reward people. If we have a legitimate drawdown not sure if this index holds up but for these smaller pullbacks it has been relatively accurate. Did you buy any names during extreme fear Did not nail the absolute lows on these names but the main stocks I bought during November were $AMZN at $XXX and $NBIS at $92"
X Link 2025-12-02T17:58Z 294.9K followers, 104.8K engagements

"@RentYourStocks Basically the ability for an LLM to remember everything youve already told it/asked it which creates a very strong contextual response when you follow up and ask about different but related topics"
X Link 2025-12-02T18:00Z 294.9K followers, 3485 engagements

"$MSFT MICROSOFT RESPONDS: The company has not lowered sales quotes/targets for its salespeople. Something needs to be done for these news publications citing anonymous sources for these AI headlines"
X Link 2025-12-03T15:47Z 294.9K followers, 320.3K engagements

"@joecarlsonshow $PLTR $HOOD $NVDA"
X Link 2025-12-03T15:59Z 294.8K followers, 46.1K engagements

"@Coolata05 $ON"
X Link 2025-12-03T17:43Z 295K followers, 1155 engagements

"$HOOD BREAKING: Robinhood received more than $1.4B of transfers during their match promotion for $TSLA stock. The average account size was $500K. Robinhood is becoming a platform for people that have $X $5K $500K $5M $50M or $500M worth of stock. Incredible to see"
X Link 2025-12-03T17:54Z 294.9K followers, 326.8K engagements

"@MattWatson308 Sick :("
X Link 2025-12-08T13:49Z 294.7K followers, 3307 engagements

"$GOOGL Google crushes Q2. Revenues $96.4B vs $94B expected ✅ EPS $XXXX vs $XXXX expected ✅ YouTube $9.8B vs $9.5B expected ✅ Search which was the most IMPORTANT metric and had the most BEARISH narrative associated grew XXXX% vs X% expected. Gemini 450M MAU up from 400M. Stock is not moving much because it ran heavy into the print but for longs Google is shifting their AI narrative and I would not be surprised if the street gets to digest this print and gets excited for their future"
X Link 2025-07-23T20:37Z 295.1K followers, 172.8K engagements

"$META $MSFT Not sure how to even react to Meta and Microsoft earnings other than realizing that AI is more real than we all could have imagined. Two multi-trillion dollar companies moving $400B after hours Both companies beating revenue by $3B more than expectations The analysts thought they understood how fast this world was moving but $META and $MSFT basically told the world that we have no clue about how serious the shift to AI in this new economy will be. I don't own either but I am pretty heavy in $NVDA so the fact that the street piled into Nvidia off their earnings for the sheer"
X Link 2025-07-31T03:57Z 295.1K followers, 186.4K engagements

"this type of rug pull has got to be historic bright green after a monster $NVDA earnings for about an hour and then one of the worst reversals across the market weve seen in a year feels like there is something deeper going on maybe its the fed maybe its bubble concerns but the velocity and magnitude of the reversal was pretty incredible"
X Link 2025-11-20T19:16Z 295.1K followers, 696.2K engagements

"$NVDA Wow. From Morgan Stanleys customer checks in Asia: Customers biggest anxiety for the next XX months is their ability to procure enough NVIDIA product generally and Vera Rubin specifically. $NVDA is a buy. While the market is worried about an AI bubble the biggest concerns from customers on if they would be able to even procure enough Nvidia chips. Funny to see the datacenter names like $NBIS and $IREN move higher today almost as if the market is so scared about Nvidia that they are fine to buy the neoclouds plugging in all the Nvidia GPUs into the datacenters but not Nvidia itself 😂"
X Link 2025-12-01T20:04Z 295.1K followers, 282.9K engagements

"BREAKING: NVIDIA EXPECTS TO SELL THE H20 GPU TO CHINA AGAIN LOOKS LIKE JENSEN WAS ABLE TO MAKE SOMETHING HAPPEN DURING HIS TRIP TO CHINA $NVDA +2%"
X Link 2025-07-15T01:49Z 295.1K followers, 192.2K 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 295.1K followers, 1.6M 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 X% unlimited match on depositshow Robinhood thinks of the credit market with their new X% cash back card international expansion crypto and more. This was one of the first long-form podcasts Vlad has sat down for in over X 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 295.1K followers, 6.4M engagements

"$PATH DOWN XX% CEO IS LEAVING AND THE ORIGINAL FOUNDER IS COMING BACK LOWERED GUIDANCE FOR NEXT YEAR"
X Link 2024-05-29T20:18Z 295.1K followers, 49.4K engagements

"GIVEN $PATH IS DOWN XX% AND EVERYONE IS TRYING TO FIGURE OUT IF THEY SHOULD BUY THE DIP. Here's a podcast I did with Antonio @alc2022 one year ago on $PATH as a potential competitor to $PLTR Palantir for SMBs. Antonio is more bullish on Palantir and has made that clear if you've followed his content but here he presents a hypothesis around RPA (Robotic Processing Automation) and why $PATH uniquely can capitalize on it. As the stock is down XX% the question to me now is about is there enough of a fundamental moat for a slight rebound -- if you bought in at $XX you're sad. But buying in at $12"
X Link 2024-05-31T19:35Z 295.1K followers, 57.3K engagements

"ALRIGHT FOLKS WE ARE STARTING A NEW CONTENT SERIES. So retail is choosing more and more to crowdsource DD from each other vs. relying on professional equity research. We've seen obvious success stories over the past few years to name a few: $PLTR $HOOD $RKLB $HIMS $NBIS & many more I am going to try to commit to setting this up twice a month but we'll call it DeepDives. Looking for names that are getting momentum on X and then getting X people from that community to do a stream with me on YouTube the goal being for that 1-2hrs to be a go-to resource for anyone to access for free to get the"
X Link 2025-06-11T23:30Z 295.1K followers, 846.2K engagements

"Brad Gerstner: I believe Nvidia will be the worlds first $10T company. Jensen Huang: People misunderstand what we do. We build chips but Nvidia is really an AI infrastructure company"
X Link 2025-09-26T12:10Z 295.1K followers, 342.2K engagements

"launched a substack 1) goal is X deepdives a month X 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 XX 🙌"
X Link 2025-10-02T16:14Z 295.1K followers, 351K engagements

"$GRAB Grab making a run for 52-week highs again - CEO did an interview with the WSJ for the first time in years embracing media is bullish - Securing deals with OpenAI/AliPay/Groq and expanding their AI offerings - New business line for SaaS based enterprise services in Mongolia introduced last week - Will hit $1B in loan book volume by EOY I am not as bearish as some on their loans because their data advantage helps them give good loans - Should see acceleration to 30-40% growth topline in 2026 - Still has $7.4B in CASH - Lower rates will be a tailwind on the premium for their growth will"
X Link 2025-10-06T22:12Z 295.1K followers, 302.7K engagements

"$AMZN its really not that scary to buy $AMZN in this market - everyone chasing stocks that are up 4-5x Amazon is -X% YTD - you can sleep well at night buying one of the most important companies on Earth trading at its lowest ever EV/EBITDA multiple - PTs of $275-$300 across the board - AI is a massive tailwind for them - if it drops another XX% you are bagholding.Amazon. Not some random quantum nuclear nameAmazon. Not saying this a pound the table moment on the name but this is not something that I personally am afraid of buying as it could become a cornerstone of a portfolio for the next"
X Link 2025-10-15T15:57Z 295.1K followers, 532.5K engagements

"Over the past week. $OKLO -XX% $QBTS -XX% $BBAI -XX% $RGTI -XX% $IONQ -XX% $SMR -XX% $NNE -XX% $MP -XX% $USAR -XX% are these names gone from hitting ATHs forever or just a breather if they never revisit ATHs then they may have created millions of bagholders"
X Link 2025-10-21T17:57Z 295.1K followers, 439.6K engagements

"alright folks time to go down the rabbit hole the deputy secretary of defense for the US government is a person named Steve Feinberg Feinberg also co-founded a hedgefund called Cerberus Capital Management he was the CEO for XX years before leaving in March 2025 the hedgefund has a $100M position in $IONQ 2.4M shares starting to make way more sense now 😂 h/t @ALEXEIMARTOV for pointing me to this"
X Link 2025-10-23T03:21Z 295.1K followers, 688.8K engagements

"OH. MY. GOODNESS. Oracle just completed a $38B DEBT deal to finance more data centers as per Bloomberg. $23.5B towards a Texas center and $14.75B for a Wisconsin one. Dudealmost $40B of debtfor even MORE data centers The demand for this product is unlike anything we have ever seen super bullish for all the core names in the space as demand will continue to permeate through the smaller companies that have facilities to supply compute. $ORCL $NBIS $CRWV $IREN $CIFR $WULF $NVDA $AMD $AVGO"
X Link 2025-10-23T22:54Z 295.1K followers, 625.7K 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 295.1K followers, 550.8K engagements

"$PLTR ❤ XXX hundred reasons to remember how special the journey has been"
X Link 2025-10-31T14:33Z 295.1K followers, 81.3K 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 295.1K followers, 205K engagements

"$GRAB GRAB Q3 2025 EARNINGS: - $873M revenue +22% YoY - On-Demand GMV $5.8B +24% YoY - Profit: $17M - Adj. EBITDA: $136M +51% YoY - Adj. FCF (TTM): $283M - 886M in loans +56% YoY - 48M monthly transacting users +14% YoY The company raised EBITDA guidance to $500M up from $480M. This was an incredible earnings by Grab which continued to reinforce the bull case around their network effect leading to increased momentum around the most important parts of their business. My core takeaways: - Financial services is growing at a rapid pace and on track for 1B loans dispersed by EOY with a break even"
X Link 2025-11-04T12:05Z 295.1K followers, 283.1K engagements

"$PLTR Palantir CEO Alex Karp responds to new short sellers: They are in the business of being skeptical and wrong we are in the business of giving an unfair advantage to American workers American war fighters and our investors"
X Link 2025-11-04T13:54Z 295.1K followers, 430.1K engagements

"BERKSHIRE BUYS 17.8M SHARES OF $GOOGL"
X Link 2025-11-14T21:12Z 295.1K followers, 6.3M engagements

"NVIDIA RESPONDS TO GOOGLES TPU DEAL WITH META Nvidia is a generation ahead of the industry and offers greater performance than any ASIC. Seems like the news was large enough for Nvidia to issue a statement $NVDA $META $GOOGL"
X Link 2025-11-25T17:39Z 295.1K followers, 151.9K engagements

"Research scientist at $GOOGL Google DeepMind who works on TPU design about the $NVDA selloff today: The selloff shows how clueless the market is about hardware and the demand"
X Link 2025-11-25T20:41Z 295.1K followers, 919.1K 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 XX% say they are living paycheck-to-paycheck in the United States. The top XX% are responsible for XX% 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 295.1K followers, 125.6K engagements

"Cathie Wood $ARKK today: Buys: - $GOOG 174293 shares - $META 33837 shares - $XYZ 212538 shares - $CRWV 396198 shares - $HOOD 7604 shares Sells: - $AMD 106651 shares - $GTLB 358399 shares - $PLTR 354955 shares"
X Link 2025-11-26T01:14Z 295.1K followers, 323.1K engagements

"Will be live with @stocktalkweekly tomorrow for a pitch your ticker edition of Equity Edge. Would like it to be a minimum $1B market cap company and youll have X minutes to pitch it and then take X min of questions. If youd like to join the que please DM me today it can be a popular ticker or a ticker that is lesser known but excited to hear pitches live tomorrow 🙌 Will be on at 12:30PM EST:"
X Link 2025-11-26T01:44Z 295.1K followers, 51.5K engagements

"$NVDA $SNPS NVIDIA INVESTS $2B IN SYNOPSYS. - Multiyear collaboration combines Nvidia CUDA computing agentic/physical AI and Omniverse digital twins to deliver simulation speed and scale beyond traditional CPUs - The companies will also partner on engineering and marketing efforts to accelerate adoption of GPU-powered engineering solutions $SNPS +7%"
X Link 2025-12-01T13:37Z 295.1K followers, 79.3K engagements

"fed officially stoping QT today fed probably giving us a cut next week trump announcing shadow fed in a few weeks making Powell largely irrelevant over the next few months with as many macro issues we have around japanese bonds & the labor market it seems like we are entering a big easing cycle hard to fight the fed if they are going to be easing"
X Link 2025-12-01T18:09Z 295.1K followers, 210.9K engagements

"$HOOD ROBINHOOD ANNOUNCES PREDICTION MARKETS UPDATE FOR NOVEMBER: - November was the biggest month yet for Prediction Markets 3B contracts traded up +20% from October - XXX billion contracts have been traded all time - New event called "Robinhood Presents: YES/NO will be livestreamed on Dec 16th and cover AI + prediction markets updates Okay there is a lot to break down here. First off I have been studying the prediction markets industry obsessively over the past month. I am coming out with a long-form substack on my thoughts for the industry this week. I have concluded that most of the"
X Link 2025-12-01T18:42Z 295.1K followers, 238K engagements

"$WBD $NFLX The Netflix-Warner Bros potential deal has got my attention. Warner is a top XX performing S&P XXX stock this year (+130%) not because of earnings but because of a potential buyout. I have never fully understood Netflix as a company which is why I missed it back at $XXX in 2022 but I do know that they really need their own content. The platform is constantly having shows leave soon or renting IP/movies from other studios. HBO Max is elite. If $NFLX were to actually buy it and get the studio/IP (and the $20-$30B in debt) then I do think it could be a much needed asset on the"
X Link 2025-12-02T18:37Z 295.1K followers, 86.7K engagements

"$NVDA NVDA CFO ON THE OPENAI PARTNERSHIP: "Right now that $XXX billion does not include any of the work that we're doing right now on the next part of the agreement with OpenAI." So the $500B revenue in five quarters statement that Jensen made in GPT.does not include China OR any part of that massive OpenAI deal they announced at the end of September. Market continues to discount Nvidia on fears but the reality is that they are putting up earnings growth without major tailwinds if any of those tailwinds come back the growth could be much stronger than even the most bullish of analysts which"
X Link 2025-12-02T19:13Z 295.1K followers, 110.7K engagements

"TRUMP: I guess a potential Fed Chair is here tooI dont know are we allowed to say that Thank you Kevin. It looks like the next Fed Chair will be Kevin Hasset"
X Link 2025-12-02T20:12Z 295.1K followers, 355.2K engagements

"Will be live with @stocktalkweekly today for another pitch your ticker edition of Equity Edge. Would like it to be a minimum $1B market cap company and youll have X minutes to pitch it and then take X min of questions. If youd like to join the que please DM me today. It can be a popular ticker or a ticker that is lesser known but excited to hear any pitches live tomorrow 🙌 Will be on at 12:30PM EST:"
X Link 2025-12-03T13:27Z 295.1K followers, 33.5K engagements

"so the $MSFT hit piece that took down the entire market for X minutes today was summed up as copilot sucks thanks for letting us knownext. 😂😂😂😂"
X Link 2025-12-03T15:06Z 295.1K followers, 391K engagements

"$PLTR Alex Karp is a national treasure"
X Link 2025-12-04T12:46Z 295.1K followers, 96.6K engagements

"$PLTR Arny has spent X years analyzing Palantir as deeply as one could possibly imagine. His analysis below isa bit better than the guy who still thinks Palantir is a consulting firm"
X Link 2025-12-04T16:30Z 295.1K followers, 341.5K engagements

"$HOOD I GOT IN TIME FOR A NEW BANKING EXPERIENCE"
X Link 2025-12-04T18:23Z 295.1K followers, 278.3K engagements

"@DataDInvesting @SoFi_Insider Margin incentivizes gambling. SoFi should ban it. :)"
X Link 2025-12-04T20:17Z 295.1K followers, 6487 engagements

"CORE PCE XXX% YOY VS XXX% EXPECTED not a bad read for September shows inflation was under control for that month and further supports a rate cut October and November could be a different story but for September these are pretty strong numbers"
X Link 2025-12-05T15:07Z 295.1K followers, 72.3K engagements

"S&P XXX 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 295.1K followers, 184.6K engagements

"$PLTR For the past X days people thought they were actually cool to make fun of someone who isnt sitting still or thinking faster than they can talk. As someone who quite literally relates to speaking much faster than I can think which many times has resulted in me sounding unconventional publicly it was laughable to see people dunk on someone who built a top XX company on the planet because hes different. Guess what Your unconventional and idiosyncratic tendenciesare your superpower. Hard to make it in life if you are the same as everyone else. For all the people who can relate to someone"
X Link 2025-12-07T17:45Z 295.1K followers, 451.4K engagements

"TRUMP: WILL BE SIGNING A ONE RULE AI EXECUTIVE ORDER THIS WEEK this administration is going to keep making things easier for AI to flourish"
X Link 2025-12-08T13:38Z 295.1K followers, 152.8K engagements

"$NVDA $190s we missed you X Nvidias official response: "We applaud President Trump's decision to allow America's chip industry to compete to support high paying jobs and manufacturing in America. Offering H200 to approved commercial customers vetted by the Department of Commerce strikes a thoughtful balance that is great for America.""
X Link 2025-12-08T22:19Z 295.1K followers, 255K engagements

"Streaming & breaking down Rapper @24kGoldns portfolio live letsgooooo"
X Link 2025-12-09T01:43Z 295.1K followers, 71.1K engagements

"@24kGoldn was so much fun 😂 operation 2026 #goldnconsolidation soon LFG"
X Link 2025-12-09T03:50Z 295.1K followers, 4786 engagements

"either pre-FOMC pump or getting ready to get rug pulled 🥶 $BTC $ETH"
X Link 2025-12-09T16:36Z 295.1K followers, 138.1K engagements

"@federalreserve yall cutting rates"
X Link 2025-12-09T18:11Z 295.1K followers, 54.3K engagements

"$PLTR BREAKING: The US Navy has announced a $XXX 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 295.1K followers, 876.9K engagements

"FOMC DAY FOLKS 🥶 Seems like consensus view is we will get a cut but Powell will be hawkish and signal a pause over the coming months even we get a cut today. This is the exact same strategy he had in October gave us a cut but was hawkish for December. Question now is how much is priced in and if everyone thinks it could be a sell the newswould it go the opposite"
X Link 2025-12-10T16:17Z 295.1K followers, 88.5K engagements

"@PhilipJohnston @nvidia @Google so is this datacenter in space thing gonna become a thing now $RKLB $ASTS $NVDA $GOOGL $TSLA"
X Link 2025-12-10T16:54Z 295.1K followers, 24.1K engagements

"@nikitabier buy the-dip"
X Link 2025-12-10T18:56Z 295.1K followers, 44.1K engagements

"BREAKING: The Federal Reserve has cut interest rates by XX basis points. There were X votes for cutting 25bps X votes against cutting X vote for cutting 50bps. The outlook by the Fed is suggesting one more 25bps cut in 2026 and one more in 2027"
X Link 2025-12-10T19:02Z 295.1K followers, 274.1K engagements

"THE FED ANNOUNCES THEY WILL BEGIN PURCHASING BONDS BY DECEMBER 12TH. $40B of short term treasury bills over the next XX days. Quantitative Easing is back"
X Link 2025-12-10T19:19Z 295.1K followers, 187.8K engagements

"TRUMP: ANY DEAL THAT HAPPENS SHOULD INCLUDE THE SALE OF CNN oh boy $NFLX $WBD $PSKY"
X Link 2025-12-10T21:28Z 295.1K followers, 126.5K engagements

"ugly after hours are $orcl earnings really reversing the entire move we saw today from a dovish Powell the call was bad really bad but it shouldnt be reversing one of the most dovish FOMCs weve had all year 10-year is also downcredit market isnt screaming here 🤔🤔"
X Link 2025-12-11T03:34Z 295.1K followers, 174.6K engagements

"@Nyc1Simone yupbullish 😂 they also said their debt financing will be significantly lower than reported the numbers were fine the call itself just wasnt great not enough to create this type of move"
X Link 2025-12-11T03:36Z 295.1K followers, 11.5K engagements

"@KobeissiLetter"
X Link 2025-12-11T03:37Z 295.1K followers, 17K engagements

"@AlSavage_NJ Japanese yields down toothis overnight price action is sus honestly feels fake zero explanation in the bond market for it"
X Link 2025-12-11T03:41Z 295.1K followers, 8523 engagements

"@DinoDanInvests not from what I heard RPO was up $68B and XX% QoQ"
X Link 2025-12-11T04:06Z 295.1K followers, 8094 engagements

"$DIS - DISNEY INVESTS $1B IN OPENAI - OPENAI WILL LEVERAGE IP IN SORA VIDEO MODELS - DISNEY WILL USE OPENAIS API TO BUILD NEW PRODUCTS - CERTAIN SORA VIDEOS WILL BE ON DISNEY+ soDisney will allow their 100-year IP to now be leveraged into prompts for AI slop"
X Link 2025-12-11T15:09Z 295.1K followers, 92.1K engagements

"$NVDA JENSEN HUANG TO TIME MAGAZINE: Theres a belief that the worlds GDP is somehow limited at $XXX trillion Jensen Huang the head of Nvidia tells TIME. AI is going to cause that $XXX trillion to become $XXX trillion"
X Link 2025-12-11T17:26Z 295.1K followers, 107.3K engagements

"three words datacenters. in. space. tbh i have no clue if itll work but the market is absolutely front running Rocketlab as a core beneficiary of it and using it as a play on the SpaceX IPO SpaceX rumored IPO = $1.5T Rocketlab = $30B MC $RKLB +9%"
X Link 2025-12-11T18:28Z 295.1K followers, 179.6K engagements

"@SayNoToTrading Will take a look you are the second person I heard to seriously look at $FLY"
X Link 2025-12-11T19:26Z 295.1K followers, 3843 engagements

"TOM LEE JUST NOW: - Sees S&P XXX reaching $7700 in 2026 - The Fed is weighing the downside risk to the labor market (the Fed put) and now stopping QT which is good for markets - Small caps and Financials hitting record highs which is strong for the broadening of the market - Wall of Worry is supported by: fears of an AI bubble and Supreme Court overturning tariffs creating more uncertainty in policy direction - Thinks tech will digest gains from this year into early next year which could lead to rotation into different sectors leading to bearish sentiment on tech which is strong for the"
X Link 2025-12-11T20:08Z 295.1K followers, 82K engagements

"@TheRoaringKitty 2025 keeps getting more interesting $GME"
X Link 2025-01-23T01:07Z 295.1K followers, 81.4K engagements

"MICHAEL BURRY SELLS EVERYTHING IN Q1 & GOES LONG $EL ESTEE LAUDER WITH 200K SHARES betting on makeup"
X Link 2025-05-15T22:03Z 295.1K followers, 360.9K engagements

"CATHIE WOOD JOINS TOM LEE 4.4M SHARES $ARKK $BMNR"
X Link 2025-07-22T00:24Z 295.1K followers, 454.4K engagements

"JUST NOW: President Trump has said the United States has officially reached a trade deal with the European Union. The trade deal will include X% tariffs the EU buying $750B of US energy and reduced automotive tariffs to XX% with an understanding that the EU will purchase more US vehicles. EU President: Since the US had a deficit and the EU had a surplus the goal of this deal was to bring a balance while facilitating healthy trade relations on both sides of the Atlantic. Japan done EU done China closer to getting done with another XX day tariff pause If we can get Canada Mexico Australia &"
X Link 2025-07-27T17:46Z 295.1K followers, 444.1K engagements

"berkshire bought Google after XX 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 🤷♀"
X Link 2025-11-15T19:35Z 295.1K followers, 1.8M engagements

"more and more choppiness to start the week feels the market is dealing with these issues: - japan is getting ready to print $110B of stimulus could be good for certain parts of the yen carry trade and bad for other parts but more central banks deciding they need to stimulate - fed rate cut probabilities for december officially below XX% without the labor market data showing that we need a rate cut hard for the market to believe that the fed will cut - Nvidia earnings this week is expected to crush but is $NVDA crushing enough to deal with a bad macro landscape of no cuts and increased layoffs"
X Link 2025-11-17T16:57Z 295.1K followers, 221.3K 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 XXX 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 295.1K followers, 257K engagements

"BREAKING: Meta is considering Google TPUs for their data centers in a deal that could be worth billions as per The Information. Looks like Google has stepped into the picture when it comes to selling TPUs vs GPUs now $NVDA down after hours $GOOGL hitting all time highs"
X Link 2025-11-24T23:02Z 295.1K followers, 1.3M engagements

"$HOOD BREAKING: Robinhood is expanding its prediction markets offering through a new joint venture with Susquehanna to operate a CFTC-licensed exchange and clearinghouse. - The new exchange will operate independently under a joint venture with Robinhood as the controlling partner providing retail demand and distribution. - Susquehanna International Group will serve as a key partner and the initial liquidity provider with additional liquidity providers added over time. - Prediction markets are Robinhoods fastest-growing revenue line with X billion contracts traded by over X million customers"
X Link 2025-11-25T22:46Z 295.1K followers, 144.3K engagements

"$NVDA $GOOGL Jensen responds to concerns about Googles TPUs: Weve been competing against ASICs for an long time. Google has had them for a long time and they do a great job. What Nvidia does is much more versatile. We are everywhere. We are in every cloud. The Nvidia opportunity is just much larger. Morgan Stanley put out a report today saying that they forecast Alphabet selling approximately XX million TPUs over 20272028 nearly doubling its prior estimate of XXX millionwhere every 500000 TPUs sold could add $XX billion in revenue and $XXXX to $GOOGL earnings per share in 2027 alone"
X Link 2025-12-01T16:49Z 295.1K followers, 358.5K engagements

"$BTC Vanguard CEO in 2024: "We'll never offer Bitcoin ETFs we're not going to change our mind around this". In December 2025 on the first day of trading for Bitcoin ETFs on Vanguard the ETFs have just surpassed $1B in trading volumes within the first XX minutes of trading. Looks like all the older folks with wealth on Vanguard want some exposure to digital gold"
X Link 2025-12-02T16:10Z 295.1K followers, 212.7K engagements

"i think we all kinda missed that $AAPL hit all time highs today cant bet against this company ever people just will not stop using their products"
X Link 2025-12-02T18:46Z 295.1K followers, 74.4K engagements

"US ADP NOVEMBER PRIVATE PAYROLLS -32K VS +40K EXPECTED Fed gotta cut rates"
X Link 2025-12-03T13:27Z 295.1K followers, 115K engagements

"@accounting_ds @stocktalkweekly Itll be recorded and on X after"
X Link 2025-12-03T13:32Z 295.1K followers, XXX engagements

"$NVDA ITS HAPPENING JENSEN x JRE"
X Link 2025-12-03T18:05Z 295.1K followers, 246.8K engagements

"$NVDA Jensen on the first time ever that Elon asked for his chips: "When I announced this thing nobody in the world wanted it. I had no purchase orders. Not not one. Nobody wanted to buy it. Nobody wanted to be part of it except for Elon.""
X Link 2025-12-03T18:32Z 295.1K followers, 742.2K 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 295.1K followers, 516.9K engagements

"$PLTR $NVDA This is a big big deal. Palantir has been working on problems around energy infrastructure for a LONG time. Many of us remember the work they have been doing for years with PG&E to manage wild fires. Well they officially are now building an operating system SPECIFICALLY to handle the complex supply chains and energy problems that arise when trying to bring the one thing online that trillions of dollars are being spent ondata centers. Who decides to be a founding partner with them on this None other than the company supplying the key asset for the AI ecosystem within these data"
X Link 2025-12-04T16:33Z 295.1K followers, 304.7K engagements

"$META Meta cutting down the metaverse is literally one of the best things they could do. No one uses those products and losing $15B a year on it makes no sense. Rotating the money into capex is very bullish for the chip sector $NVDA $AMD but also might give investors more confidence that Zucks has a plan to monetize AI with more than just ads if he begins becoming more efficient on the allocation of capital leaving Reality Labs. $META +4% Right now its just a XX% cut and that could see $X of EPS growth alone in just 2026"
X Link 2025-12-04T16:38Z 295.1K followers, 92.9K engagements

"$PLTR At Palantirs End of Year Event Paragon CEO Alex Karp: The radical idea that Palantir believed in is that we would carry the burden of value creation. We would only get paid if our product actually transformed your business. That radical idea ended up working"
X Link 2025-12-04T23:17Z 295.1K followers, 71.9K engagements

"$NFLX deal seems really good for them they would be getting timeless evergreen content Game of Thrones Friends Batman movies Question is if the regulators allow it if they dont theres a $6B breakup fee hard to imagine $NFLX got into this and agreed to that fee without thinking they could get the job done potential 2026 long"
X Link 2025-12-05T15:53Z 295.1K followers, 158.9K engagements

"$HOOD Global domination Robinhood enters Indonesia So many markets they havent even began to enter yetmany that would love the UX that Robinhood provides. The bull case is democratized financial services across the entire world. LFG"
X Link 2025-12-08T01:17Z 295.1K followers, 197.2K engagements

"$PSKY Paramount launching an all cash offer valuing $WBD enterprise value at $108B over Netflixs $72B deal 😂 these guys are really duking it out for Harry Potter. if anything it goes to show why $GOOGL will keep winning YouTubes user generated content has $X cost with the best algos in the world to distribute that content Netflix still trades at a XX P/EI think it gets more attractive near the $80s if it gets there (big if since its viewed as a consumer defensive) but ironically losing this deal can shoot it up Trump over the weekend said the $NFLX deal may gave hurdles but he also just said"
X Link 2025-12-08T14:52Z 295.1K followers, 89K engagements

"$NFLX $WBD Wow. Paramount CEO is very serious about winning this bid. "We gave them everything they wanted and we are giving it in all cash. We just have a better offer for shareholders." Warner Bros now has no choice but to entertain this offer as a fiduciary"
X Link 2025-12-08T15:30Z 295.1K followers, 906.1K 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"
X Link 2025-12-10T16:15Z 295.1K followers, 26.5K engagements

"$GOOGL WAYMO END OF YEAR UPDATES: - 14M PAID TRIPS IN 2025 - ON TRACK FOR 20M LIFETIME RIDES BY YEAR END - NOW DOING 1M RIDES A MONTH - TARGETING 1M RIDES PER WEEK BY 2026 - XX NEW CITIES PLANNED FOR 2026 INCLUDING TOKYO & LONDON well now we know why $UBER is down 5%"
X Link 2025-12-10T17:18Z 295.1K followers, 268.2K engagements

"@KrisPatel99 Bullish Kris on $NVDA is the best type of Kris and I am loving it"
X Link 2025-12-10T17:26Z 295.1K followers, 14.8K engagements

"@Palmviewcapital Pretty incredible"
X Link 2025-12-10T18:20Z 295.1K followers, 6376 engagements

"POWELL: INFLATION IS COMING IN LOWER TARIFFS MAY NOT BE RUNNING THE ECONOMY HOT oh my goodness he is being SO dovish"
X Link 2025-12-10T19:56Z 295.1K followers, 214.6K engagements

"@truflation Basically 😂"
X Link 2025-12-10T22:06Z 295.1K followers, 3702 engagements

"TIME PERSON OF THE YEAR The Architects of AI missing some pretty important folks but I guess this is what they are going with"
X Link 2025-12-10T23:25Z 295.1K followers, 203.7K engagements

"$AVGO Seems like this is the reason for the Broadcom reversal after hours - NonAI revenue was guided to be flat YoY at $4.1B street didnt like that - They signed a big deal with OpenAI but said to expect nothing in 2026 once again creating fears about if OpenAI can live up to these commitments However the overall quarter was amazing with AI revenues +100% YoY but the stock also was up XX% YTD which meant anything that wasnt perfect could simply knock them down. Question is if the street steps in to buy this dip or if it follows Oracles path $AVGO -5%"
X Link 2025-12-11T23:18Z 295.1K followers, 175.3K engagements