@nanalyzetweets Nanalyze

Several experts are discussing the potential for AI to create a deflationary economy, with some suggesting that increased efficiency could lead to significantly lower costs for goods. Vinod Khosla predicts that by 2035, AI could lead to a "hugely deflationary economy". This idea is being explored in the context of various industries, including construction and technology.

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Social Influence

Social category influence stocks finance technology brands cryptocurrencies #6417 countries automotive brands social networks celebrities vc firms #104 exchanges

Social topic influence stocks, ai, $nvda #1870, money, investment #2230, $pltr #197, $rklb, $tsla, ipo #795, $ionq

Top accounts mentioned or mentioned by @grok @sovietinvestor @elonmusk @biggieperms @hi3541968733636 @unusualwhales @xebitda @anishp144 @scott35342155 @jackprescottx @pepemoonboy @bowtiedbamboo @xtimes1 @cbinsights @rumblethewest @starlink @dwhatzup @datadinvesting @talesftf @spaceinvestord

Top assets mentioned NVIDIA Corp. (NVDA) Palantir Technologies Inc. (PLTR) Rocket Lab USA, Inc. Common Stock (RKLB) Tesla, Inc. (TSLA) IonQ, Inc. (IONQ) UiPath, Inc. (PATH) AST SpaceMobile, Inc. Class A Common Stock (ASTS) IBM (IBM) Rigetti Computing, Inc. Common Stock (RGTI) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Now Coin (NOW) Eos Energy Enterprises, Inc. (EOSE) Datadog Inc (DDOG) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) D-Wave Quantum Inc. (QBTS) ZetaChain (ZETA) Salesforce Inc (CRM) Recursion Pharmaceuticals, Inc. (RXRX) SoundHound AI, Inc. Class A Common Stock (SOUN) Illumina, Inc. (ILMN) Oracle Corporation (ORCL) Crowdstrike Holdings Inc (CRWD) ServiceNow Inc (NOW) Robinhood Markets, Inc. (HOOD) Intuitive Surgical, Inc. (ISRG) Helium IOT (IOT) Advanced Micro Devices (AMD) Guardant Health, Inc. Common Stock (GH) Planet Labs PBC (PL) PayPal Holdings Inc (PYPL) Metadium (META) Msci Inc (MSCI) Synopsys, Inc. (SNPS) Muhdo Hub (DNA) Super Micro Computer, Inc. Common Stock (SMCI) Splunk Inc (SPLK) Oklo Inc. (OKLO) Adobe, Inc. (ADBE) Cloudflare, Inc. (NET) QuantumCore (QBS)

Top Social Posts

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

"Remitly is one of several #MoneyTransfer #fintech companies challenging Western Union $WU. They're having an IPO soon but we're avoiding the entire thesis. https://www.nanalyze.com/2021/09/remitly-stock/ https://www.nanalyze.com/2021/09/remitly-stock/"
X Link 2021-09-22T15:04Z [----] followers, [--] engagements

"#IoT leader Samsara has filed for an #IPO. Here's why we think this SaaS company belongs in any portfolio of IoT stocks - at a reasonable valuation of course. $IOT https://www.nanalyze.com/2021/11/samsara-stock-iot-leader/ https://www.nanalyze.com/2021/11/samsara-stock-iot-leader/"
X Link 2021-11-24T16:00Z [----] followers, [--] engagements

"While Fathom and Xometry were head-to-head in [----] the latter has pulled out in front with an estimated $211 million for [----] vs. Fathoms estimated [----] #revenues of $168 million. $ATMR $XMTR"
X Link 2021-12-20T23:01Z [----] followers, [--] engagements

"One way to invest in the #metaverse is by looking at which company is best positioned to analyze all the #BigData exhaust being emitted by digital twins. $CLFT https://www.nanalyze.com/2022/01/confluent-stock-metaverse-data/ https://www.nanalyze.com/2022/01/confluent-stock-metaverse-data/"
X Link 2022-01-10T14:01Z [----] followers, [--] engagements

"Plug Power $PLUG has always been a heavily hyped hope for the #hydrogen economy. Are #FuelCells finally having their day in the sun https://www.nanalyze.com/2022/02/buying-plug-power-stock/ https://www.nanalyze.com/2022/02/buying-plug-power-stock/"
X Link 2022-02-03T17:15Z [----] followers, [--] engagements

"#FuelCell stocks move in unison. Here we see four of them peaking around January [----] and cratering afterwards. Will the #Hydrogen economy ever be realized $PLUG investors sure seem to think so"
X Link 2022-02-05T18:00Z [----] followers, [--] engagements

"Right now 3.7% of our entire AUM can be found in two #MedicalDevice companies Medtronic $MDT and Stryker $SYK as part of our #DividendInvesting strategy. https://www.nanalyze.com/2022/02/butterfly-network-stock-discount/ https://www.nanalyze.com/2022/02/butterfly-network-stock-discount/"
X Link 2022-02-14T20:00Z [----] followers, [--] engagements

"Okta $OKTA has egg on their face after being put in a compromising position. But what exactly happened and what's the extent of the damages We look at how this #cybersecurity firm was impacted by #hackers. https://www.nanalyze.com/2022/03/how-okta-hacked-stock/ https://www.nanalyze.com/2022/03/how-okta-hacked-stock/"
X Link 2022-03-28T21:33Z [----] followers, [--] engagements

"When it comes to getting the most #diversification bang for your buck its hard to beat #ETFs which typically offer the performance of whatever index theyre tracking"
X Link 2022-05-10T08:01Z [----] followers, [--] engagements

"#AI #healthcare company Renalytix $RNLX is on the cusp of showing their investor base revenues that are commensurate with the label theyve given themselves a global leader in the new field of bioprognosis. https://www.nanalyze.com/2022/04/renalytix-ai-stock-revenues/ https://www.nanalyze.com/2022/04/renalytix-ai-stock-revenues/"
X Link 2022-05-12T12:02Z [----] followers, [--] engagements

"Sarcos Robotics $STRC is a pure-play #robotics company that - like most #SPACs - hasn't delivered the revenues they promised. Is there hope on the horizon for this #exoskeleton stock https://www.nanalyze.com/2022/05/sarcos-robotics-stock-robots/ https://www.nanalyze.com/2022/05/sarcos-robotics-stock-robots/"
X Link 2022-05-25T18:02Z [----] followers, [--] engagements

"Whenever a CEO uses the acronym #FUD (fear uncertainty doubt) hes not a leader hes just a one-eyed man leading the blind through his rendition of the #Web30 cult which has its own lingo you need to use to show affiliation. Ngmi"
X Link 2022-08-08T12:01Z [----] followers, [--] engagements

"$MMAT stock and $MMLTP are creating a lot of confusion out there so we stepped in with an update. Spoiler Alert: Meta Materials stock should be avoided like the plague. https://youtu.be/We1cE7rTuFw https://youtu.be/We1cE7rTuFw"
X Link 2023-01-11T19:00Z [----] followers, [---] engagements

"No matter what source you consult lists of top industrial #robot #manufacturers always contain three names Fanuc $FANUY ABB $ABB and Yaskawa $YASKY. https://www.nanalyze.com/2023/02/14-promising-robotics-companies/ https://www.nanalyze.com/2023/02/14-promising-robotics-companies/"
X Link 2023-03-14T13:00Z [----] followers, [---] engagements

"We uncovered three names FANUC $FANUY ABB $ABB and Yaskawa $YASKY that are considered to be the top producers of industrial #robotics solutions. Here we vet these three firms to see which might find a home in our own #tech stock portfolio. https://www.nanalyze.com/2023/03/abb-vs-fanuc-vs-yaskawa/ https://www.nanalyze.com/2023/03/abb-vs-fanuc-vs-yaskawa/"
X Link 2023-03-18T01:00Z [----] followers, [---] engagements

"What all three #industrial #robotics companies FANUC $FANUY ABB $ABB and Yaskawa $YASKY have in common is that they represent more value than growth. Theyve all been around for at least [--] years are profitable and pay a dividend. Credit: Nanalyze"
X Link 2023-03-19T16:00Z [----] followers, [---] engagements

"Leaders emerge as large firms that sell lots of stuff. See how these companies FANUC $FANUY ABB $ABB and Yaskawa $YASKY top [--] producers of #industrial #robotics solutions stack up by size revenues and simple valuation ratio (SVR). Credit: Nanalyze"
X Link 2023-03-20T01:00Z [----] followers, [---] engagements

"FANUC $FANUY ABB $ABB and Yaskawa $YASKY - which industrial #robotics stock is best We review each of these #robot leaders to determine which meets our criteria which is to find the most pure-play exposure. https://youtu.be/qiJ7pMTV1Bs https://youtu.be/qiJ7pMTV1Bs"
X Link 2023-03-20T04:00Z [----] followers, [---] engagements

"Which is the better #industrial #robotics stock - FANUC $FANUY ABB $ABB and Yaskawa $YASKY You better watch the video and find out. https://youtu.be/qiJ7pMTV1Bs https://youtu.be/qiJ7pMTV1Bs"
X Link 2023-03-21T19:00Z [----] followers, [---] engagements

"FANUC $FANUY stands out as the company with the most pure-play exposure to industrial #robotics along with an additional 30% exposure to robomachines for manufacturing that employ some levels of sophisticated #automation. https://www.nanalyze.com/2023/03/abb-vs-fanuc-vs-yaskawa/ https://www.nanalyze.com/2023/03/abb-vs-fanuc-vs-yaskawa/"
X Link 2023-03-25T13:00Z [----] followers, [---] engagements

"Yaskawa $YASKY offers #MotionControl equipment which also seems to have a good overlap with industrial #robotics. Around 30% of Yaskawas robotics revenues come from China with 40% coming from automotive with an overall market share of 12%. https://www.nanalyze.com/2023/03/abb-vs-fanuc-vs-yaskawa/ https://www.nanalyze.com/2023/03/abb-vs-fanuc-vs-yaskawa/"
X Link 2023-03-30T09:00Z [----] followers, [---] engagements

"On the surface #fintech Adyen $ADYEN.AS looks like a good value right However most of their revenue is just pass-through income. Adyen is just collecting vendor fees from #merchants and then skimming a little something something for itself. https://www.nanalyze.com/2023/05/adyen-stock-bargain-overpriced/ https://www.nanalyze.com/2023/05/adyen-stock-bargain-overpriced/"
X Link 2023-06-01T21:00Z [----] followers, [---] engagements

"We revisit the three biggest #GeneEditing stocks - $BEAM $NTLA and $CRSP. Looks like the latter might have the first gene editing therapy achieve marketing approval. Here's when to expect it. https://www.nanalyze.com/2023/06/revisiting-biggest-gene-editing-stocks/ https://www.nanalyze.com/2023/06/revisiting-biggest-gene-editing-stocks/"
X Link 2023-06-09T15:00Z [----] followers, [---] engagements

"#Semiconductor design firms Synopsys $SNPS and Cadence $CDNS expect about 14% revenue growth this year and both will tell you that #AI is their competitive advantage. https://www.nanalyze.com/2023/05/cadence-stock-vs-synopsys-stock/ https://www.nanalyze.com/2023/05/cadence-stock-vs-synopsys-stock/"
X Link 2023-06-15T12:00Z [----] followers, [---] engagements

"If we had to choose between Synopsys $SNPS and Cadence $CDNS today wed choose the former. Thats because Synopsys has the edge on market share (using EDA revenues as a proxy). https://www.nanalyze.com/2023/05/cadence-stock-vs-synopsys-stock/ https://www.nanalyze.com/2023/05/cadence-stock-vs-synopsys-stock/"
X Link 2023-06-27T12:00Z [----] followers, [---] engagements

"Of the three #biotech companies weve talked about in this article - Intellia $NTLA Beam Therapeutics $BEAM CRISPR Therapeutics $CRSP - CRISPR seems to be offering up the most hope for #GeneEditing investors. https://www.nanalyze.com/2023/06/revisiting-biggest-gene-editing-stocks/ https://www.nanalyze.com/2023/06/revisiting-biggest-gene-editing-stocks/"
X Link 2023-07-01T12:00Z [----] followers, [---] engagements

"#GeneEditing firm Intellia $NTLA said theyre on track to present additional #ClinicalData in [----] from both ongoing NTLA-2001 and NTLA-2002 first-in-human studies. https://www.nanalyze.com/2023/06/revisiting-biggest-gene-editing-stocks/ https://www.nanalyze.com/2023/06/revisiting-biggest-gene-editing-stocks/"
X Link 2023-07-05T12:00Z [----] followers, [---] engagements

"While the revenue growth is there not all revenues are created equal. Non-#GAAP gross margins point to variability in Stems revenues based on the price of #lithium in the future. This means actual revenues could be more or less than what's stated. https://youtu.be/KqWAKUh4ZfE https://youtu.be/KqWAKUh4ZfE"
X Link 2023-07-08T03:00Z [----] followers, [---] engagements

"Investors in the #WarehouseAutomation firm Berkshire Grey $BGRY #SPAC must be kicking rocks right about now. SoftBank plans to acquire all outstanding shares of BGRY they dont currently own for $1.40 per share in an all-cash transaction. https://www.nanalyze.com/2023/07/warehouse-automation-opportunity/ https://www.nanalyze.com/2023/07/warehouse-automation-opportunity/"
X Link 2023-08-05T12:00Z [----] followers, [---] engagements

"Was the #MobileApp firm ironSource acquisition of #VR firm Unity Software $U a just-in-time solution to flatlining revenues because Unity has already maximized penetration and growth https://www.nanalyze.com/2023/07/unity-stock-concerns-metrics/ https://www.nanalyze.com/2023/07/unity-stock-concerns-metrics/"
X Link 2023-08-07T12:00Z [----] followers, [---] engagements

"American Superconductor stock - or $AMSC stock still hasn't proven the said #superconductive #material out of South Korea can be produced in a cost-effective manner and turned into commercially viable devices. https://youtu.be/nY8G13NuXlo https://youtu.be/nY8G13NuXlo"
X Link 2023-08-27T03:00Z [----] followers, [---] engagements

"#MedicalDevices have provided a lucrative path to #revenue growth for firms such as Becton Dickinson Stryker and Medtronic"
X Link 2023-09-04T00:00Z [----] followers, [---] engagements

"Ultimately Wood of ARK Invest sees #HeavyEquipment produced by Komatsu $KMTUY morphing into #robots that move us towards construction sites where dirty dull and dangerous jobs are far and few between"
X Link 2023-09-11T00:00Z [----] followers, [---] engagements

"The worlds two largest #manufacturers of heavy equipment Caterpillar $CAT and Komatsu $KMTUY have deployed [---] and [---] #autonomous mining trucks respectively which command 87% market share for a market opportunity they expect to reach $12.5 billion by 2031"
X Link 2023-09-13T12:00Z [----] followers, [---] engagements

"Its not just #labor savings that provide a return on investment for #autonomy. Komatsu $KMTUY reports a 40% improvement in tire and brake life while Cat $CAT reports productivity improvements of up to 30% versus manned mining trucks"
X Link 2023-09-14T12:00Z [----] followers, [---] engagements

"Like most #fintech companies Adyens $ADYEN.AS unique #BusinessModel is complex from an accounting perspective. So we need to take a different approach to monitoring the companys health. https://www.nanalyze.com/2023/09/adyen-stock-not-bargain-buy/ https://www.nanalyze.com/2023/09/adyen-stock-not-bargain-buy/"
X Link 2023-10-06T12:00Z [----] followers, [---] engagements

"Shoals Technologies $SHLS is growing revenues like mad by modularizing #solarenergy installations so they require less labor. Is their pure #USA exposure a problem https://www.nanalyze.com/2023/10/shoals-technologies-stock-good/ https://www.nanalyze.com/2023/10/shoals-technologies-stock-good/"
X Link 2023-10-20T12:00Z [----] followers, [---] engagements

"Buy on the dip for #solar stocks or add another fast-growing #SolarTech company called Shoals Technologies Group $SHLS to the Nanalyze Disruptive Tech Portfolio https://www.nanalyze.com/2023/10/shoals-technologies-stock-good/ https://www.nanalyze.com/2023/10/shoals-technologies-stock-good/"
X Link 2023-10-29T12:00Z [----] followers, [---] engagements

"#ESG investors must just be buying up shares of Shoals Technologies $SHLS stock like there is no tomorrow because you know #ClimateChange decarbonization and tax subsidies. Right https://www.nanalyze.com/2023/10/shoals-technologies-stock-good/ https://www.nanalyze.com/2023/10/shoals-technologies-stock-good/"
X Link 2023-11-02T12:00Z [----] followers, [---] engagements

"rsted $DNNGY announced it would cease development of the Ocean Wind [--] and [--] projects a pair of wind farms off the New Jersey shore. he decision will force the company to write off about $4 billion in losses. https://www.nanalyze.com/2023/11/orsted-stock-drops/ https://www.nanalyze.com/2023/11/orsted-stock-drops/"
X Link 2023-11-18T12:00Z [----] followers, [---] engagements

"rsted $DNNGY stock is down about 60% overall in [----]. That results in a simple valuation ratio (market cap of $15 billion/10.7 billion in annualized revenues) of less than [--]. Cheap if you believe in the company and offshore wind energy theme. https://www.nanalyze.com/2023/11/orsted-stock-drops/ https://www.nanalyze.com/2023/11/orsted-stock-drops/"
X Link 2023-11-22T12:00Z [----] followers, [---] engagements

"Investors should be aware that rsted $DNNGY operates a complex business model that relies heavily on government subsidies and other financial schemes. https://www.nanalyze.com/2023/11/orsted-stock-drops/ https://www.nanalyze.com/2023/11/orsted-stock-drops/"
X Link 2023-11-26T12:00Z [----] followers, [---] engagements

"Solar stocks have been plummeting as evidenced by the nearly 40% year-to-date drop of the largest solar ETF $TAN. The three largest solar stocks - Enphase $ENPH SolarEdge $SEDG and First Solar $FSLR - are showing mixed results. https://youtu.be/e_baO4jpdywsi=MAco0vjepzkQRPf5 https://youtu.be/e_baO4jpdywsi=MAco0vjepzkQRPf5"
X Link 2023-11-28T03:00Z [----] followers, [---] engagements

"rsted $DNNGY faces stiff competition from companies like GE Siemens and Dominion Energy for offshore wind farms as well as other renewable energy projects. https://www.nanalyze.com/2023/11/orsted-stock-drops/ https://www.nanalyze.com/2023/11/orsted-stock-drops/"
X Link 2023-11-30T12:00Z [----] followers, [---] engagements

"One of the biggest mistakes ETF investors make is to try and compare two ETFs - like $VTO and $VTI - using basic past performance measures. So which ETF would we hold Maybe neither of them. https://youtu.be/uRDS4uElxqwsi=RLR389xHai3eAid1 https://youtu.be/uRDS4uElxqwsi=RLR389xHai3eAid1"
X Link 2024-01-29T18:00Z [----] followers, [---] engagements

"One of the biggest mistakes ETF investors make is to try and compare two ETFs - like $VTO and $VTI - using basic past performance measures. So which ETF would we hold Maybe neither of them. https://youtu.be/uRDS4uElxqwsi=RLR389xHai3eAid1 https://youtu.be/uRDS4uElxqwsi=RLR389xHai3eAid1"
X Link 2024-01-30T18:00Z [----] followers, [---] engagements

"The difference between these two ETFs - $VTO and $VTI - lies in the size of the stocks they hold. This begs the question does $VTI outperform given it holds mid/small /micro stocks The answer is more complex https://youtu.be/uRDS4uElxqwsi=RLR389xHai3eAid1 https://youtu.be/uRDS4uElxqwsi=RLR389xHai3eAid1"
X Link 2024-01-31T18:00Z [----] followers, [---] engagements

"What sort of revenues would $IONQ need to enjoy the same valuation as NVDIA We'll use our simple valuation ratio - market cap / annualized revenues. For IONQ: 1897M / (4 * 6.11M) = [--] Now let's do $NVDA 2187B / (4 * 22.1B) = [--] So for IONQ to enjoy the same valuation as NVIDIA they'll need to show $76 million in revenues this year. Last year they had $22 million and their SPAC deck promises $60 million"
X Link 2024-03-14T19:50Z [----] followers, [----] engagements

"We did a video that was critical of $MSTR and you would have thought the world ended for some people. Talking about killing unborn baby pandas would have provoked lesser criticisms. When the company is worth $12 billion more than the $BTC on its balance sheet you're paying a whole lot for a dying software business run by a fanatical CEO who refuses to discuss how he plans to return capital to shareholders. And saying that is apparently extremely controversial. https://twitter.com/i/web/status/1768903187447111994 https://twitter.com/i/web/status/1768903187447111994"
X Link 2024-03-16T07:32Z [----] followers, [---] engagements

"$DNA needs to show they are capable of producing downstream success stories that are meaningful. To date harnessing the power of nature has resulted in a CBD gummy bear called Spinach FEELZ which Cronos spent way too much money developing. We know that because Cronos recorded impairment charges for the differences between the consideration paid to Ginkgo for the achievement of two equity milestones in connection with the Ginkgo Collaboration Agreement and the fair values of the exclusive licenses for CBGA and for CBGVA. Does Average Joe Cannabis Smoker know or even care that the worlds most"
X Link 2024-04-11T19:08Z [----] followers, [---] engagements

"Will generative AI makes RPA solutions obsolete The impetus behind that question is our investment in one of the leading RPA firms out there UiPath $PATH. Our recent video on Generative AI looked at how McKinseys MBAs believe that generative AI will mostly benefit legacy AI firms that already have their tentacles in some of the worlds largest organizations. If $PATH is already deploying successful automation solutions in [-----] companies they only need to sprinkle their platform with some generative AI capabilities to capture even more revenue. Threats arent likely to come from new incumbents"
X Link 2024-04-12T21:08Z [----] followers, [----] engagements

"We have been covering liquid biopsy technology for the last decade watching many blood-testing startups become public companies over time. We finally put some skin in the game after the biggest liquid biopsy company Guardant Health $GH went public a few years ago"
X Link 2024-04-17T12:00Z [----] followers, [---] engagements

"So far companies like Guardant Health $GH and Freenome another liquid biopsy company have fallen short in developing blood-based CRC tests on par with Exact Sciences stool-based Cologuard. Can Exact Sciences do better"
X Link 2024-04-18T00:00Z [----] followers, [---] engagements

"Teslas $TSLA biggest competitor Chinas BYD $1211.HK is in some ways a more compelling long-term investment in the EV theme with added exposure to emerging markets and the worlds second-largest economy"
X Link 2024-05-10T12:00Z [----] followers, [---] engagements

"What's the simplest strategy for accumulating wealth Probably the three-fund portfolio. Here's a three-fund configuration for major ETF providers and brokerages. For example Schwab would be $SCHB $SCHF $SCHZ while Vanguard would be $VTI $VXUS $BND. Equal parts. Set and forget"
X Link 2024-06-25T02:00Z [----] followers, [---] engagements

"The ability to edit DNA allows for mankind to begin playing God. Turns out thats remarkably tough and synthetic biology companies like Ginkgo Bioworks $DNA are finding that out the hard way"
X Link 2024-07-12T00:00Z [----] followers, [----] engagements

"Riddle us this: if AI is creating tremendous value why did one of the biggest AI spenders Salesforce $CRM recently have their largest percentage decline in stock price since the 2000's"
X Link 2024-07-26T12:00Z [----] followers, [----] engagements

"Industrial robot leader FANUC $FANUY is seeing stalling growth but their robotics segment is still growing like a weed. Talk about a disruptive technology"
X Link 2024-08-08T12:00Z [----] followers, [---] engagements

"Two AI drug discovery firms Recursion $RXRX and Exscientia $EXAI are about to merge. One weve been avoiding and one weve been ogling from afar. Here are our most recent notes in the Nanalyze Tech Stock Catalog:"
X Link 2024-08-25T12:00Z [----] followers, [----] engagements

"Both AI drug discovery companies Recursion $RXRX and Exscientia $EXAI show a steady cadence of revenues thats perhaps attributed to recognition timing though Exscientias revenues are clearly trending in the wrong direction. Credit: Nanalyze"
X Link 2024-08-26T12:00Z [----] followers, [---] engagements

"$KTOS stock is ARK Invest's top drone pick at the Number [--] position in $ARKQ the ARK Autonomous Technology and Robotics ETF. Naturally as with any defense stock Kratos has the major risk of the U.S. government being its key customer. As we say they're just one administration change away from a big shake-up. Let's see if we can figure out why Cathie Wood is so bullish on Kratos stock"
X Link 2024-09-17T21:05Z [----] followers, [---] engagements

"@Vergo_linx When you get a chance check out our tech methodology which is a living document we apply across the board. Next week we have a video coming out on it too. :) It might help explain how we approach tech stocks - bit different way perhaps than normal. https://www.nanalyze.com/nanalyze-premium-articles/ https://www.nanalyze.com/nanalyze-premium-articles/"
X Link 2024-10-17T18:47Z [----] followers, [--] engagements

"Anyone remember Velo3D $VLDX is a good example of customer concentration risk gone wrong. Shares have lost 96% of their value since we said the below 👇"
X Link 2024-10-23T16:29Z [----] followers, [----] engagements

"How many "AI summarization" tools do we need Maybe the real problem is that there's too much useless "information.""
X Link 2024-10-31T16:00Z [----] followers, [---] engagements

"If you've already forgotten about 3D printing that's understandable. It's been about as uninspiring as a Star Wars sequel. We take a look at how stocks have fared across major 3DP themes such as: 3D printing metals: $MKFG $DM $VLD Distributed manufacturing: $MTLS $XMTR $PRLB General 3D printing: $SSYS $DDD $NNDM Check it out 👇"
X Link 2024-11-27T15:47Z [----] followers, [----] engagements

"Both Stratays $SSYS and 3D Systems $DDD saw shares soar a decade ago as their combined market caps exceeded $15 billion Today both companies have a combined market cap of about $1.1 billion. Wen "slope of enlightenment""
X Link 2024-11-29T18:00Z [----] followers, [---] engagements

"Stratasys $SSYS can't sell systems to save their lives. Does the world have enough 3D printers now Has their sales team become soft What gives"
X Link 2024-11-30T18:00Z [----] followers, [---] engagements

"Someone recently said that the "bottom is in" for $KSCP. Another armchair Nostradamus talking about stocks not companies. $KSC the company has consistently posted negative gross margins. That's not a business that's a charity"
X Link 2024-11-30T22:00Z [----] followers, [----] engagements

"The Rigetti $RGTI SPAC deck promised investors $73 million in [----] revenues. They were way off. A company that isnt growing revenues doesnt deserve a rich valuation no matter how exciting quantum computing may be. How come $RGTI can't grow revenues"
X Link 2024-12-01T02:00Z [----] followers, [----] engagements

"We were condemned and berated for not recognizing the tremendous potential of StoneCo $STNE and Nu Holdings $NU. One of our biggest points of contention - aside from exposure to consumer debt which we avoid like the plague - was the overreliance on a single country - Brazil. Looks like our concerns were well founded. Do holders of $STNE and $NU believe this represents a temporary issue (read buying opportunity) or is this a systemic problem that could get much worse"
X Link 2024-12-20T22:00Z [----] followers, [----] engagements

"SpaceX is 40% of net asset value or NAV for $DXYZ. Last reported NAV for $DXYZ was $5.15 a share. If the value of SpaceX shares doubled the NAV would move to $7.22 a share. It trades at above $50 per share today. This will not end well"
X Link 2025-01-14T14:00Z [----] followers, [---] engagements

"Cancer blood tests come in three broad types - detecting cancer initially therapy selection and "recurrence and surveillance." Natera $NTRA has firmly entrenched themselves in the recurrence and surveillance opportunity while Guardant $GH hasnt made traction since they offered their GuardantReveal test in [----] which doesnt even have FDA approval still. But neither does Signatera so it seems that Natera is completely spanking Guardant for any number of reasons"
X Link 2025-01-16T20:00Z [----] followers, [----] engagements

"Anyone else notice that all the newfangled investment vehicles move further and further away from business ownership Equity Crowdfunding - You received equity in a business that's likely to fail because they couldn't raise from intuitions and had to prostitute themselves to retail to survive. ICOs - You received coupons you could use to buy products or services that hadn't been built and weren't likely to be built in many cases. Memecoins - Nothing. You receive absolutely nothing. Is this how access to wealth gets democratized"
X Link 2025-01-26T02:00Z [----] followers, [---] engagements

"Looking to invest in all the stocks in the world FTSE identified around [-----] companies that represent more than 99% of global investable equities. The Vanguard Total World Stock ETF $VT gives you exposure to these [-----] stocks for just seven basis points"
X Link 2025-02-04T02:00Z [----] followers, [---] engagements

"Serve Robotics stock has been making headlines lately after NVIDIA's 13-F filing disclosed a small position. Of course anything $NVDA touches turns to gold so a bunch of irrational investors have been pumping the stock. That prompted us to make this video where we explore the viability of the last mile delivery thesis and whether $SERV stock is a buy today. We'll analyze all aspects of the stock their margins (or lack thereof) and their valuation"
X Link 2025-02-10T22:44Z [----] followers, [----] engagements

"10X Genomics $TXG was down for unexpected reasons and we sent an alert to Premium subscribers suggesting it may have something to do with concerns about the new administration - among other things. How many companies offering products and services used heavily in life sciences research ought to be sweating it right now"
X Link 2025-02-11T20:00Z [----] followers, [----] engagements

"Tether may be "one of the most profitable and efficient businesses ever" but it's also probably the single shadiest business we've ever come across"
X Link 2025-02-12T13:11Z [----] followers, [---] engagements

"ARK reiterated their bitcoin price targets for [----]. Worse case scenario Bitcoin will 3X in less than [--] years. We're slightly more bullish with our more exact bitcoin price prediction of $420069. What are your [----] bitcoin price predictions"
X Link 2025-02-13T02:00Z [----] followers, [---] engagements

"Two succinct charts from ARK showing EV growth"
X Link 2025-02-14T02:00Z [----] followers, [---] engagements

""The $NVDA $SOUN investment represents about 0.64%% of the company and 0.037% of NVIDIAs cash on hand last quarter. Its entirely meaningless today which is why it sits there doing nothing." That's what we said a year ago about an investment Nvidia made decades ago in $SOUN that meant nothing. Today $NVDA proved us right and exited that investment"
X Link 2025-02-14T14:46Z [----] followers, [----] engagements

"When $NVDA invested in $SERV stock we pointed out that the "investment" was simply the result of a convertible note coming due. The total value represented a "rounding error" for NVIDIA which is why we warned our audience to take the investment with a grain of salt. Well it appears we were right. $NVDA has now exited their $SERV holding. And the apes are responding accordingly. (Rolls eyes.)"
X Link 2025-02-15T02:00Z [----] followers, [----] engagements

"$NVDA dumped $NNOX stock a company we've been avoiding since the beginning. Here's what we said about the "investment" a year ago. "Most of our subscribers have larger portfolios than NVIDIAs supposed investment in Nano-X. This was because Nano-X acquired a company that NVIDIA was an investor in if you can call $380000 an investment.""
X Link 2025-02-15T14:00Z [----] followers, [----] engagements

"@bezantdenier Can you imagine competent customer service being the standard of care for all industries It's coming but will also relay on a firm's ability to integrate their internal data with external-facing agents. Lots of potential legal and compliance issues to resolve"
X Link 2025-02-16T07:25Z [----] followers, [--] engagements

"While Arm's revenue growth is solid it doesnt seem to deserve such a rich premium. $ARM P/E ratio is currently [---] (161 / .76) and falls to [--] (161 / $2.04) if we use the average earnings expected for next year"
X Link 2025-02-17T02:00Z [----] followers, [---] engagements

"The lemmings can't stop talking about $GRAB. Here's what we said over a year ago. "Grab promises a value proposition thats part Uber part WeChat and a potential superapp for SouthEast Asia. We only invest in leaders and Grab appears to be leading in both food delivery and ride hailing in multiple countries." Nanalyze January [----] https://www.nanalyze.com/videos/video-article-the-grab-superapp/ https://www.nanalyze.com/videos/video-article-the-grab-superapp/"
X Link 2025-02-17T05:41Z [----] followers, [---] engagements

"Here's why you might NOT want to invest in BOTH Nasdaq and the S&P [---]. Basically it argues that the large overlap between the two means you should just hold one or the other. So VOO (S&P [---] ETF by Vanguard) charges [--] basis points while $QQQM charges [--]. Probably smart to go with the cheaper option here. (Note that the Nasdaq QQQ has a cheaper substitute - $QQQM). https://www.morningstar.com/portfolios/should-you-own-both-qqq-voo https://www.morningstar.com/portfolios/should-you-own-both-qqq-voo"
X Link 2025-02-19T20:00Z [----] followers, [---] engagements

"Anyone else worried that China might start to mess with Musk now that they know hes so closely aligned with the current administration Half of all Teslas are said to be produced in the Shanghai mega factory"
X Link 2025-02-23T14:00Z [----] followers, [---] engagements

"Great news everyone Golden Slacks has abandoned racist and sexist funding policies in favor of common sense. What's next Hiring people based on merit instead of quotas"
X Link 2025-02-24T20:00Z [----] followers, [---] engagements

"Well that turned out to be spot on. Where are all the $SOUN hounders who berated us to the ends of the earth for daring to suggest valuation matters It does"
X Link 2025-02-25T15:01Z [----] followers, [---] engagements

"$TSLA stock has been under intense scrutiny lately after Musk's decision to get involved in American politics something we don't like to see from any CEO. Musk made a bold gamble on the United States presidential election in [----] and it's paid off handsomely with the stock initially rallying due to Musk's favorable relationship with the current administration. But now with shares trading down investors are beginning to ask the question: is Elon doing too much Are his actions destroying Tesla Let's find out. 👇"
X Link 2025-02-25T18:12Z [----] followers, [---] engagements

"$SOUN has been around for decades. Shouldn't they have this all wrapped up by now"
X Link 2025-03-07T18:00Z [----] followers, [----] engagements

"UiPAth $PATH guided to 19% revenue growth for Fiscal [----]. They realized just 9% and then guided to 7% for the coming year. UiPath's CFO cited "increasing global macroeconomic uncertainty particularly in the U.S. public sector" as the reason for the weak guidance. DOGE may have something to do with this. Government is their third largest vertical and one of their best performing verticals. DOGE is now becoming the new "macroeconomic headwinds.""
X Link 2025-03-14T19:00Z [----] followers, [----] engagements

"The Motley Fool should be ashamed of publishing this clickbait trash. $BBAI is nothing like $PLTR or $S or $IOT or any other company that's actually growing revenues unlike $BBAI"
X Link 2025-03-21T01:00Z [----] followers, [----] engagements

"If you can't hold physical gold these are the best options when it comes to gold ETFs. $IAUM: Sponsored by BlackRock with gold held by JPMorgan in London vaults. Each share represents 1/100th of an ounce adjusted for expenses. $GLDM: Sponsored by State Street and the World Gold Council with gold held by HSBC. Also 1/100th of an ounce per share. Both of the above ETFs charge [--] basis points or less"
X Link 2025-04-21T13:00Z [----] followers, [----] engagements

"@lifeofsanai More than half of $HOOD revenues come from PFOF and it's a controversial practice. We have a real problem with firms that pretend to be "democratizing access to wealth" and then push options and crapto onto newbie inexperienced investors"
X Link 2025-04-30T20:30Z [----] followers, [---] engagements

"@THIS_TIME_X @lifeofsanai @SecScottBessent @SECGov @realDonaldTrump @gamestop That's a big risk for $HOOD if PFOP gets banned. Tagging all those people probably won't make that happen though ;)"
X Link 2025-04-30T20:37Z [----] followers, [---] engagements

"Is this a threat or an opportunity for TransMedics Group $TMDX"
X Link 2025-05-18T18:00Z [----] followers, [---] engagements

"Shouldn't Ginkgo Bioworks $DNA already have this "use synbio to create pharmaceuticals cheaply" plan on lockdown Speaking of which $DNA now trades for less than the cash and short term investments on their books. Investors no longer have confidence in the stories. They want to see results. https://twitter.com/i/web/status/1932196068864749798 https://twitter.com/i/web/status/1932196068864749798"
X Link 2025-06-09T22:00Z [----] followers, [----] engagements

"UiPath $PATH running ads on CNN for their agentic AI offering. Does anyone else think that B2B companies that run spray-and-pray campaigns like this are just wasting money"
X Link 2025-06-17T18:00Z [----] followers, [----] engagements

"Giving retail investors access to startups only works if they invest alongside a tenured firm otherwise we'll just have a SPAC situation again where rubbish gets funded sight unseen due to a lack of proper vetting"
X Link 2025-06-19T20:02Z [----] followers, [---] engagements

"Asked Grok a simple question. Tell me last year's gross margin for nine space stocks. The table below is the output from Grok while the real answers are as follows: $BKSY 73% $SATL 61% $PL 57% $SPIR 36% $RKLB 27% $MDA.TO 26% $VYGR 24% $RDW 15% $LUNR 1% This is an important metric because most these firms will be subject to pricing pressures from the 500-lb South African gorilla in the room"
X Link 2025-06-22T20:39Z [----] followers, [----] engagements

"Looks like $ILMN is buying $SLGC. We covered this way back when highlighting the close relationship these two companies shared"
X Link 2025-06-29T15:06Z [----] followers, [---] engagements

"Cognex $CGNX is a computer vision firm with a diversified set of revenue segments. This leads to a situation like over at Trimble $TRMB where diversification mutes growth as the various segments offset one another"
X Link 2025-07-08T18:00Z [----] followers, [----] engagements

"@JackPrescottX Nice charts Don't have an update for those except they mimic the one we always use (see below). Of the publicly traded AI drug disco stocks $RXRC and $ABCL are (were) the most promising"
X Link 2025-07-12T00:31Z [----] followers, [----] engagements

"ARK Invest is holding six drone stocks in their autonomous technology and robotics ETF $ARKQ. Are any of these Cathie Wood picks a buy now In the video below we'll look at all six of these drone stocks: three defense stocks and three EVTOL stocks. We'll give our thoughts on each of them and whether we like them as a potential investment for our Nanalyze Disruptive Technology Portfolio. Whether you're bullish on the future of robotics or you believe drones have the potential to revolutionize the defense industry this video is for you 👇"
X Link 2025-07-17T12:10Z [----] followers, [---] engagements

"What's up with all these IPOs coming out of HK that look like badly constructed shell companies Like "Rich Sparkle Holdings" Says the company "Founded in [----] we are a financial printing and corporate services provider which specializes in designing and printing high quality financial materials in Hong Kong." Say what https://twitter.com/i/web/status/1948050994262102125 https://twitter.com/i/web/status/1948050994262102125"
X Link 2025-07-23T16:02Z [----] followers, [---] engagements

"Trimble $TRMB has been moving to recurring revenues slowly over the years and just look at how that's expanded gross margins consistently over time. Now if they could only get back to revenue growth"
X Link 2025-07-30T18:00Z [----] followers, [---] engagements

"Procore $PCOR is targeting one of the least digitized industries out there but growth is slowing. We're going to revisit them in a coming piece"
X Link 2025-07-31T18:00Z [----] followers, [----] engagements

"Butterfly $BFLY needs to start showing some consistent quarterly growth otherwise it means they're losing market share to competitors"
X Link 2025-08-03T18:00Z [----] followers, [----] engagements

"Carslmed $CARL is seeing strong revenue growth from 3D-printed titanium implants for spinal surgeries. They're also using (wait for it) AI to power their platform though their data set seems rather small. At any rate look at this impressive growth and why the big bump late last year"
X Link 2025-08-03T20:02Z [----] followers, [----] engagements

"Equity crowdfunding should be avoided like the plague and this effort by Charles River $CRL is no exception. It's hard to believe that something could be even worse than a SPAC but equity crowdfunding takes the cake"
X Link 2025-08-06T18:00Z [----] followers, [---] engagements

"CB Insights think that Costco $COST and TJX $TJX may not be sufficiently ramping up their AI capabilities while names like $AMZN $BABA and $WMT are leading the pack"
X Link 2025-08-07T20:00Z [----] followers, [---] engagements

"Contrary Research presents three options to rebuild America's domestic chip fabrication capabilities: 1) Build it from scratch 2) Borrow the capability from $TSMC 3) Buy it from an existing player. For option three that's clearly $INTC "the only US company still attempting to produce leading-edge chips." The piece goes on to say. "But Intel Foundry is in crisis hampered by cultural drift from engineering to management and a business model that alienates potential customers. If Intel Foundry cant secure major external customers then well be facing the death of Americas Foundry. So it could get"
X Link 2025-08-11T16:02Z [----] followers, [----] engagements

"America's technological dominance has one weak link which sits about [---] miles off China's shores. Taiwan Semiconductor Manufacturing Company $TSMC - responsible for 92% of the worlds most advanced chips And for Taiwanese investors looking for domestic exposure they'll be really overweight that name. $TSM constitutes about 30% of the Taiwan Stock Exchange's main index"
X Link 2025-08-13T22:00Z [----] followers, [---] engagements

"This is a really interesting piece of news that totally skated by. $JOBY to acquire $BLDE We've covered both quite a bit over the years. Should the deal go through it will be super useful to see how $BLDE financials change when helicopters are replaced with eVTOLs. Overall seems like a good thing because $JOBY has just acquired routes that are actively carrying passengers already"
X Link 2025-08-14T16:02Z [----] followers, [----] engagements

"UnitedHealth Group $UNH is probably one of the most controversial stocks today. Value or value trap We dig through the details and look at why $UNH stock has lost nearly half it's value"
X Link 2025-08-18T14:42Z [----] followers, [---] engagements

"Four years ago we looked at ProCore $PCOR at an $11 billion market cap and a price-to-sales around [--]. Since then they've had very strong growth. And guess what Now you can get that exact same company at a price-to-sales of just six"
X Link 2025-08-18T20:02Z [----] followers, [---] engagements

"This slowing growth in acquiring new logos is concerning for ProCore $PCOR When 40% of your customers are still using paper you need to get out there and get as many leads on your platform as possible before the competition does"
X Link 2025-08-19T20:02Z [----] followers, [---] engagements

"SPEAR Invest estimates that thermal management will be the fastest growing segment of "outside the rack" datacenter infrastructure. $VRT $NVT"
X Link 2025-08-30T16:02Z [----] followers, [----] engagements

"Are psychedelics back Are names like $ATAI $CMPS and $MNMD back in favor"
X Link 2025-09-03T20:02Z [----] followers, [----] engagements

"The Renaissance IPO index $IPO is outperforming the S&P [---] this year. That means you could simply buy all the new IPOs in the past year and be "beating the market." Let's just say it works 'til it doesn't"
X Link 2025-09-11T18:00Z [----] followers, [---] engagements

"Over a decade ago we warned investors to "be extremely critical of $ONVO given that they were originally conceived as an over the counter (OTC) stock and then moved up to the NYSE." Despite taking loads of flack we insisted that this company was problematic. Even ARK invested. Fast forward to today and ONVO has lost nearly 98% of its value. It's now a $10 million nano cap called VivoSim Labs $VIVS Back for round two eh lads https://twitter.com/i/web/status/1966593259452486131 https://twitter.com/i/web/status/1966593259452486131"
X Link 2025-09-12T20:02Z [----] followers, [---] engagements

"We just wrapped up a video on this new quantum computing SPAC. Basically it's overvalued and doesn't provide much information. In other words it's behaving just like a SPAC should. Trades under $CCCX. If the deal goes through the ticker will change to $INFQ"
X Link 2025-09-13T18:00Z [----] followers, [----] engagements

"We always avoid companies with negative gross margins because that's not a viable business plan - subsidizing your product or service. The Li-Cycle $LICYF SPAC debuted at a $1.8 billion valuation and we warned investors about it. That company has all but disappeared but the SPAC sponsors made out like bandits so at least someone came out ahead right Recycling batteries didn't prove to be a very economically viable business"
X Link 2025-09-17T20:02Z [----] followers, [---] engagements

"Root $ROOT is the largest auto insurtech in the country by premium with a market cap of $1.5 billion. Thats down 79% from the $7 billion valuation they achieved after taking the traditional IPO route in late [----]. They claim to be using data and AI to avoid underwriting the 20% of drivers who are responsible for 80% of the claims (great idea) but their accident loss ratio is floating right around the industry average of 59%"
X Link 2025-09-21T20:02Z [----] followers, [----] engagements

"Lemonade $LMND plans to increase revenues simply by reinsuring (or ceding) fewer policies. The below example shows how this works. Such a move will also improve their "combined ratio" which is simply "loss ratio + expense ratio.""
X Link 2025-09-22T20:02Z [----] followers, [----] engagements

"@LSDinmycoffee Why can't someone just create a token called $goldcoin with absolutely nothing backing it and we can buy that instead"
X Link 2025-09-23T11:26Z [----] followers, [---] engagements

"Figure Technology Solutions recently started trading under the ticker $FIGR. In the video below we'll explore what this company does and how it's using blockchain to enhance the lending process. As with any stock analysis we do we're always looking for reasons not to invest so we'll also discuss some of the risks surrounding Figure stock including their heavy dependency on home equity lines of credit. https://twitter.com/i/web/status/1970478078192210313 https://twitter.com/i/web/status/1970478078192210313"
X Link 2025-09-23T13:19Z [----] followers, [----] engagements

"Insurtech company Guidewire $GWRE is seeing revenue growth accelerate 22% last year and 16% expected for this year with annual recurring revenues (ARR) now over $1 billion"
X Link 2025-09-23T20:02Z [----] followers, [---] engagements

"When looking to buy volatile stocks it helps to have valuation targets which can be based on historical averages. Below we've plotted the simple valuation ratio (market cap / annualized revenues) for Guidewire $GWRE over time. The average is [--] so we would consider buying shares below those levels"
X Link 2025-09-24T20:02Z [----] followers, [---] engagements

"ERP systems like $SAP are so bulky and archaic that you can actually build an entire business around trying to help people use them more effectively"
X Link 2025-09-27T16:02Z [----] followers, [----] engagements

"Weed stocks are starting to show investors a glimmer of hope as the current U.S. administration looks to explore "all options" in regards to loosening cannabis regulations. $GTBIF $CURLF $TCNNF Cannabidiol has even been endorsed by the president for senior healthcare. Is this the time to buy If so which marijuana stocks are the best ones Let's find out"
X Link 2025-09-29T13:05Z [----] followers, [----] engagements

"Heliogen $HLGN said they could solve the many problems with concentrated solar by using AI. We said that was a pipe dream. Investors who didn't heed our warnings would have suffered bigly as shares lost 99.55% of their value over time. Now they're being acquired for a pittance and put to rest. It seems highly unlikely that concentrated solar - cool as it seems - will ever be economically viable"
X Link 2025-09-29T22:00Z [----] followers, [---] engagements

"$WOLF - Coming out of bankruptcy doesn't make a stock jump 1600%. In fact the stock did not technically jump 1600%. Millions of new shares were issued to satisfy Wolfspeed's creditors. Creditors now own the vast majority of Wolfspeed stock meaning existing shareholders have been diluted to hell. Yes the company's balance sheet is now "better" but even after reducing their liabilities by 70% Wolfspeed will be left with over $2 billion in debt. That's not insignificant. The company was already burning cash and struggling to grow revenues amid a longer-than-expected slowdown in the automotive"
X Link 2025-10-01T14:09Z [----] followers, [----] engagements

"Ekso Bionics $EKSO can't stop diluting shareholders as they try to get their tiny exoskeleton business off the ground. While this company is just too small to follow anymore it does raise a good question. Will exoskeletons - aside from some obscure medical use cases - be a thing of the past when humanoids inevitably go mainstream"
X Link 2025-10-09T16:02Z [----] followers, [---] engagements

"Wireless charging was all the rage and Energous Corporation $WATT saw a great deal of interest from investors who pumped up shares on the promise of future riches alone. Patents and all that. Those who believed in this "team with a dream" would have been punished. Shares have lost 99.86% of their value and we're now kicking them out of our tech stock catalog. No meaningful revenues no interest no exceptions"
X Link 2025-10-10T22:00Z [----] followers, [----] engagements

"A piece by Contrary Research talks about how Accenture $ACN has been "one of the most successful companies to monetize the AI wave." Here's an important question. What's keeping any firm from labeling certain aspects of their business as "AI" and then pointing to that growth as proof they're "doing AI" when in fact the top line revenue growth numbers say something otherwise Is it only a matter of time before these "AI revenues" start driving top line growth Or is this just another AI-powered fugazi"
X Link 2025-10-11T20:02Z [----] followers, [----] engagements

"As a company grows the rate at which the intrinsic value changes will slow. This is why it's not normal for companies like $ORCL to jump 36% in a single day. The jump was attributed to a sharp 359% increase in "future performance obligations" which includes a $300 billion spending commitment by Open AI over the next three years. Where will this money come from"
X Link 2025-10-17T20:02Z [----] followers, [---] engagements

"Lets assume that Oracles AI expansion scheme involves razor thin margins as the recent findings from The Information suggest - 14% gross margins. Increasing revenues for this segment will form a drag on gross margins across all of $ORCL so monitoring the movement of margins alongside growth is very important. It also has implications for all the neoclouds popping up out there like $NBIS and $CRWV"
X Link 2025-10-17T22:00Z [----] followers, [---] engagements

"Imagine how meaningless life would have to be for you to become a "power user" on TikTok. Spending 25% of your waking hours watching people do stupid stuff has to take its toll eventually. Is there any possible social benefit to spending that much time on TikTok"
X Link 2025-10-18T00:02Z [----] followers, [---] engagements

"Here are the original Oracle $ORCL growth targets (in black bars) plotted against the newly announced $356 billion "remaining performance obligations" (in red bars) which are presently being funded by "AI money printing machine go brrr.""
X Link 2025-10-18T16:02Z [----] followers, [---] engagements

"This is something $OKLO investors ought to be thinking about. It's entirely possible that when this (checks notes) $24 billion company finally starts to generate revenues the underlying economics could actually be worse than portrayed below (H/T @StrictlyVC) in which case the intrinsic value of the company might not be what it is today. This is why we never invest before revenues that demonstrate product-market fit and economic viability"
X Link 2025-10-18T18:00Z [----] followers, [---] engagements

"Is the future a model that never cuts off If that's the case then data streaming software like what's on offer from Confluent $CFLT would differentiate the best performing models yes look at the knowledge cutoff. LOOK AT THE KNOWLEDGE CUTOFF. https://t.co/RxSX9toWBf look at the knowledge cutoff. LOOK AT THE KNOWLEDGE CUTOFF. https://t.co/RxSX9toWBf"
X Link 2025-10-18T18:46Z [----] followers, [----] engagements

"Great chart from The Information which shows how the gross margins for GPU rentals could drag down profitability for Oracle $ORCL over time. Sure it's based on some unnamed (presumably leaked) documents but it's good food for thought. As everyone scrambles to sign the largest AI cloud contracts is profitability being pushed aside in favor of winning deals"
X Link 2025-10-18T19:02Z [----] followers, [---] engagements

"ARK's recent commentary on $OKLO notes the "big date" every investor ought to be watching like a hawk - the date at which this (checks notes) $24 billion company will give investors their first glimpse into the economics of their product. Is "two years away" the new "five years away""
X Link 2025-10-18T20:00Z [----] followers, [---] engagements

"@rumblethewest Tokenization isn't inherently bad. It's the idea that we just tokenize any old private company and let Joe Retail have at it. The current IPO process provides a screening mechanism that is absolutely necessary as SPACs showed us"
X Link 2025-10-18T20:09Z [----] followers, [--] engagements

"@Dancedandsung @StrictlyVC So anyway the tweet you hijacked was about $OKLO so you can grind your green axe elsewhere. People come here to learn not listen to rants"
X Link 2025-10-19T01:38Z [----] followers, [--] engagements

"When a dividend champion like $JNJ spins out a division for any number of reasons that usually becomes a distribution for shareholders. We always exit these spin outs and they become a form of cash bonus that gets invested across our broader portfolio (or spent if you're living off the income)"
X Link 2025-10-19T16:02Z [----] followers, [---] engagements

"@vkon25 Good guess. No but we covered $CAI here: https://youtu.be/0Y7Tm9-WhTU https://youtu.be/0Y7Tm9-WhTU"
X Link 2025-10-19T20:40Z [----] followers, [---] engagements

"cfDNA represents one of the most promising biomarkers in modern precision medicine. cfDNA is continuously shed from all tissues into the bloodstream and has a short half-life of approximately one to two hours. This transient nature gives cfDNA a unique capability to provide a real-time snapshot of cellular turnover and can be used to diagnose and monitor disease as both genetic and epigenetic properties of cfDNA directly reflect the originating tissue. One company claims to have this technology mastered like none other. BillionToOne. And they've filed for an IPO which we'll be covering shortly"
X Link 2025-10-19T21:00Z [----] followers, [---] engagements

"$ORCL and $AMD showing how you can just do stuff and it pays for itself. Money printing machine go brrrr. BRRRRRRRRRRRRR"
X Link 2025-10-20T15:02Z [----] followers, [----] engagements

"It is important that we always put information into context. In [----] BYD produced approximately [---] million vehicles which includes both passenger and commercial vehicles. That means their "largest recall" was 0.27% of a single year's production. Around 39% of the recalls were vehicles produced between March [----] and July [----]. Seems like business as usual"
X Link 2025-10-20T17:00Z [----] followers, [---] engagements

"IS THIS TRUE $GLD has outperformed $SPY handily over the past [--] years. Chart from Yahoo and checking total return with @Grok checks out"
X Link 2025-10-20T19:59Z [----] followers, [---] engagements

"Genuine question that seems impossible to answer. What doesn't $MSFT just buy these chips directly from $NVDA"
X Link 2025-10-20T20:00Z [----] followers, [---] engagements

"Oracle $ORCL just doesn't have the same sort of cash flows as the other large AI data center spenders. That means funding a build out will require selling shares or adding to their $85 billion in net debt"
X Link 2025-10-20T20:00Z [----] followers, [---] engagements

"Probably nothing"
X Link 2025-10-21T15:02Z [----] followers, [---] engagements

"Seems like too little too late from $IBM which - for all their talk about how innovative they are - ought to have some formidable player in the LLM game"
X Link 2025-10-21T16:00Z [----] followers, [---] engagements

"Soon we'll have another eVTOL stock - Beta Technologies - which should trade under the ticker $BETA. In the meantime there are at least six pure play eVTOL stocks for investors interested in this "build it and they will come" thesis: $JOBY $ACHR $EVEX $EH $AIRO and $EVTL"
X Link 2025-10-22T17:00Z [----] followers, [----] engagements

"Google $GOOG achieves quantum supremacy for the third time Today were announcing a major breakthrough that marks a significant step forward in the world of quantum computing. For the first time in history our teams at @GoogleQuantumAI demonstrated that a quantum computer can successfully run a verifiable algorithm 13000x faster than Today were announcing a major breakthrough that marks a significant step forward in the world of quantum computing. For the first time in history our teams at @GoogleQuantumAI demonstrated that a quantum computer can successfully run a verifiable algorithm 13000x"
X Link 2025-10-22T19:45Z [----] followers, [---] engagements

"You lie through your teeth and just lost all your credibility. We never use ChatGPT to script videos. And we never tell people what to invest in or not to invest in. So you just made a complete fool of yourself. People like you who misinform others for clout are exactly why our brand is growing so quickly. Here's the video for everyone to watch. https://youtu.be/XPJ7D9ddvL8 https://youtu.be/XPJ7D9ddvL8"
X Link 2025-10-22T23:58Z [----] followers, [---] engagements

"Huge mistake most retail investors make when they look at institutional ownership tables. "Vanguard loves muh sacred cow." The fundamental issue is that half of all publicly-traded shares are controlled by passive index funds who for the most part outsource their shareholder vote to the advisory firms of ISS and Glass Lewis. ISS and Glass Lewis have no actual ownership themselves and often vote The fundamental issue is that half of all publicly-traded shares are controlled by passive index funds who for the most part outsource their shareholder vote to the advisory firms of ISS and Glass"
X Link 2025-10-23T00:38Z [----] followers, [---] engagements

"If someone won't insure your risks then ultimately it is shareholders who will bear them"
X Link 2025-10-23T15:02Z [----] followers, [---] engagements

"Easier said than done. If $HOOD decided to offer truthful and useful "financial literacy content" they would be telling their users to avoid cryptocurrency short term "trading" prediction markets shorting and options. But they can't because that would damage their biggest sources of revenue"
X Link 2025-10-23T16:00Z [----] followers, [---] engagements

"Can you imagine working at a $277 billion tech company like Cisco $CSCO and having to "log a case" to get such a simple question answered Come on Gwenyth Less time shopping for handbags more simple automation please"
X Link 2025-10-23T17:00Z [----] followers, [---] engagements

"More drama over at Luminar Technologies $LAZR with the ousted CEO trying to buy back the company. Not sure why anyone would want to buy a company with a four-year track record of negative gross margins"
X Link 2025-10-23T18:02Z [----] followers, [----] engagements

"Recent paper on OpenAI usage shows 10% of the world is now using it for Practical Guidance Seeking Information and Writing. Additional analysis presented by Tech Crunch points to ChatGPTs mobile app seeing slowing download growth and daily use lately. Some people have settled in while others have moved on to the next curiosity"
X Link 2025-10-23T19:00Z [----] followers, [---] engagements

"Anyone who tells you to only invest in one stock instead of telling you about the importance of diversification does not have your best interests in mind"
X Link 2025-10-23T20:00Z [----] followers, [---] engagements

"Maybe $IBM would become relevant sooner if they stopped using such dreadful names for their most exciting products. First Watson now Bob Come on folks. Stop acting your age"
X Link 2025-10-24T18:02Z [----] followers, [---] engagements

"Anyone who tells you to only invest in one stock instead of telling you about the importance of diversification does not have your best interests in mind. If you want to spend your time cramming one stock down everyone's throats fine just don't pollute our timeline with your ruminations"
X Link 2025-10-24T18:44Z [----] followers, [--] engagements

"Joe P. here. This isn't research it's tripe published for the sole purpose of pumping one stock. How bad would your understanding of finance have to be to make statements like these Seriously folks. This is the sort of amateur hour "content" you're likely to see when there are no barriers to entry. Take your pumping game somewhere else please. We don't want our brand associated with this in any way shape or form"
X Link 2025-10-24T19:32Z [----] followers, [--] engagements

"The AI boom is here. If you're an "AI stock" without revenue growth you're too late to the game. If you're not making hay while the sun shines what are you even doing"
X Link 2025-10-25T18:02Z [----] followers, [---] engagements

"By unloading your datacenter demands on neocloud providers like $NBIS and $CRWV you decrease the likelihood of suffering if you overbuild. Neoclouds will be the first to fall if AI demand falters sufficiently. That's not before they'll see serious margin compressions as they try to chase growth in the face of declining demand"
X Link 2025-10-25T19:00Z [----] followers, [---] engagements

"Nuclear SPACs are coming out of the woodwork and why not If retail investors are willing to throw money at companies with no revenues like $OKLO then SPAC sponsors will gladly take their money. Easiest money ever. We're about due for an update on nuclear stocks but it all comes down to this. No revenues no interest no exceptions"
X Link 2025-10-27T17:00Z [----] followers, [---] engagements

"Anyone wanna buy bitcoin life insurance from a tiny company in Bermuda Nobody Nobody at all (Degens enter the room.) Oh. Everyone does Okay consider it done"
X Link 2025-10-27T19:02Z [----] followers, [---] engagements

"We have some incredibly exciting news to announce. Given the size of the AI opportunity we've decided to start develop chips to compete with $NVDA. We don't have a defined date for commercialization yet though we plan to raise the capital via a SPAC offering that we've yet to start working on. While we're not publicly traded if we were we would fully expect our share price to rise 20% on this news. If you would like to buy some pre-IPO shares please let us know. We're currently running a crowdfunding special - buy $100 worth of shares get $10 free. Oh and these shares are actually tokens"
X Link 2025-10-27T22:17Z [----] followers, [---] engagements

"Frontier markets have loads of potential for risk-tolerant investors. It's where tomorrow's growth stories should come from. But the biggest problem is often corruption. For example over half of Africa's countries are run by dictators"
X Link 2025-10-28T17:00Z [----] followers, [---] engagements

"Looks like $BN and $CCJ might look to spin out their Westinghouse interests in four years"
X Link 2025-10-28T19:02Z [----] followers, [----] engagements

"a16z argues that the price of creating software is about to plummet which will unlock a blue ocean of opportunities since there is no barrier to entry for the creation of apps. They liken this to how Youtube opened up an entire new genre of content that traditional "cable TV and its [---] channels" wouldn't have ever enabled. But there's a danger here that anyone can use an app to do malicious things as well. This is similar to how social media quickly became the worst thing that ever happened to retail investors"
X Link 2025-10-29T16:02Z [----] followers, [---] engagements

"$GOOG totally gets it"
X Link 2025-10-29T17:00Z [----] followers, [----] engagements

"There are [--] operating nuclear reactors in the United States. About half of them are reactors from Westinghouse a company that's jointly owned by Brookfield $BN and Cameco $CCJ"
X Link 2025-10-29T18:00Z [----] followers, [----] engagements

"Guardant $GH just raised guidance from $920 million to $965$970 million sending their share price soaring (old guidance seen below). We've been following their journey for over a decade now and believe the "screening" is the real opportunity for cancer blood tests. If they can get to cash flow positive by [----] as they expect to and keep this growth going while doing so it bodes well for their future. We'll revisit the company in January"
X Link 2025-10-30T16:02Z [----] followers, [---] engagements

"PagerDuty $PD is what happens when a SaaS firm with a lot of potential isn't able to create breadth for their offering. That means that other platforms with breadth - Datadog $DDOG or ServiceNow $NOW - can easily start to take their market share without much effort"
X Link 2025-10-30T17:00Z [----] followers, [---] engagements

"Lots of talk about the two cockroaches - First Brands and Tricolor - being a canary in the coal mine for private credit. In the case of Tricolor their business model involved giving car loans to people with no drivers licenses. Read that again. No drivers licenses. The problem wasn't private credit it was the fact that such a business model existed in the first place. Would JP Morgan $JPM and Barclays $BCS have taken on that exposure if they vetted the business model appropriately Seems unlikely"
X Link 2025-10-30T18:00Z [----] followers, [---] engagements

"Recent speculations are that SpaceX might be acquiring Globalstar $GSAT which sent share prices soaring. Apple $AAPL invested $1.5 billion in $GSAT one year ago and took a 20% equity stake in the company. At that time $GSAT said they were allocating 85% of their capacity to $AAPL. Should SpaceX acquire $GSAT it looks like they'll be providing the satellite-to-cell functionality to Apple"
X Link 2025-10-31T16:02Z [----] followers, [---] engagements

"Our entire operation is down because our space-based cloud provider saw a series of satellites decimated by space junk. No current ETA for a fix. This seems like a pretty big deal. https://t.co/31Ym1UJvK3 This seems like a pretty big deal. https://t.co/31Ym1UJvK3"
X Link 2025-10-31T17:38Z [----] followers, [---] engagements

"The public's favorable stance towards nuclear energy (over 60% approve) is just one disaster away from changing dramatically. This is a risk that is inherent to nuclear energy operators like Talen Energy $TLN"
X Link 2025-10-31T19:02Z [----] followers, [----] engagements

"$UBER seems late to the game but at least they're doing something alongside partnering with a handful of names like $WRD. They plan to deploy [------] vehicles by [----] which is about 50X the number of Waymo vehicles on the road today. Was Uber just kicking the proverbial tires until all the kinks in autonomy were worked out or is this just a story to pacify shareholders with timelines that are far too aggressive"
X Link 2025-11-01T22:00Z [----] followers, [----] engagements

"$META just had the largest corporate bond sale since [----] and the seventh largest in history. Morgan Stanley say that of the $3 trillion in data center expenditures by hyperscalers over the next three years about half of that will be raised through debt and/or equity sales. Lots more bond issues to come it seems. (H/T Contrary Research)"
X Link 2025-11-02T18:02Z [----] followers, [---] engagements

"AI innit. From Gemini "There are approximately five major prime aerospace and defense contractors in the U.S. a number that has decreased significantly due to consolidation in the 1990s. These five are Lockheed Martin Northrop Grumman Boeing General Dynamics and RTX (formerly Raytheon). While there are thousands of other companies that do business with the Department of Defense a small number of prime contractors receive a majority of the contract dollars.""
X Link 2025-11-03T02:18Z [----] followers, [--] engagements

"Vinod Khosla thinks that by [----] we may have "a hugely hugely deflationary economy" because of AI. Per Investopedia "deflation hedges include investment-grade bonds defensive stocks (those of consumer goods companies) dividend-paying stocks and cash." Dividend champions for the win"
X Link 2025-11-03T19:00Z [----] followers, [---] engagements

"Chinese open AI models are formidable per the below chart by a16z which says: "For [---] years US models enjoyed a pretty fat lead as the global open model of choice at least measured by downloads but in March [----] that began to change: Chinese model adoption began to accelerate rapidly.""
X Link 2025-11-03T20:00Z [----] followers, [---] engagements

"Another expert sounds off about the possibility of AI creating "hyper deflation." Simply put everything will become so efficient that goods will cost a fraction of what they do today. "Studies show real stock returns have historically been positive (and often higher than in inflationary periods) during mild deflation with dividend payers leading the pack due to their income reliability" so sayeth Grok"
X Link 2025-11-04T19:02Z [----] followers, [---] engagements

"Degen sentiment in its purest form in my opinion all the cryptocurrency that i own should be worth more money in my opinion all the cryptocurrency that i own should be worth more money"
X Link 2025-11-05T02:52Z [----] followers, [---] engagements

"@TelluricShift Maybe OpenAI is paying Amazon. Maybe Amazon is paying OpenAI. Maybe nobody gets paid. ;)"
X Link 2025-11-05T18:45Z [----] followers, [--] engagements

"Xanadu is having a SPAC debut $CHAC with a planned $3.6 billion valuation but there's a really important missing piece of information. What do revenues look like Nobody seems to know. So none of the media pundits commenting on this deal have the slightest curiosity about how much product or service is being sold Really important information is just omitted cuz muh quantum stocks aways go up. Recipe for disaster"
X Link 2025-11-05T20:02Z [----] followers, [---] engagements

"Nobody ever asks "why is $BTC up seventy quadrillion percent over the past [--] years" but when it drops 20% everyone asks "why is bitcoin crashing" So much for the digital gold thesis"
X Link 2025-11-05T21:00Z [----] followers, [---] engagements

"@rumblethewest "The digital gold thesis holds strong sirs." How so"
X Link 2025-11-06T03:05Z [----] followers, [--] engagements

"Gogoro $GGR was never able to resuscitate those gross margins and they're slowing shrinking into oblivion with a present market cap of just $55 million"
X Link 2025-11-06T18:02Z [----] followers, [---] engagements

"Maybe quantum computing SPACs like $RGTI that can't hit their revenue targets just don't have enough "quantumness""
X Link 2025-11-06T19:00Z [----] followers, [---] engagements

"OpenAI has made $1.4 trillion in investment commitments. We haven't even gotten to the ROI question. We're all just wondering where the money is going to come from but apparently aren't allowed to ask"
X Link 2025-11-06T20:00Z [----] followers, [---] engagements

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