@SEXcamr SEXcamr.

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

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Social Influence

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

Social topic influence ai, stocks, $nvda #1950, in the, $msft #516, $amzn #932, strong, $pltr #661, $slv, bullish #2244

Top accounts mentioned or mentioned by @techequityeng

Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) Metadium (META) Micron Technology, Inc. (MU) Bitcoin (BTC) SPDR GOLD ETF (GLD) Kratos Defense & Security Solutions, Inc. (KTOS) MP Materials Corp. (MP) Stacks (STX) Valero Energy Corporation (VLO) USA Rare Earth, Inc. Class A Common Stock (USAR) FIRST MAJESTIC SILVER CORP (AG) AeroVironment, Inc. (AVAV) Axon Enterprise, Inc. (AXON) SPX6900 (SPX) Broadcom, Inc. (AVGO) Alien Base (ALB) Taiwan Semiconductor (TSM) Sandisk Corporation (SNDK) Western Digital Corp (WDC) Partisia Blockchain (MPC) Salesforce Inc (CRM) Adobe, Inc. (ADBE) Freeport-McMoRan Inc (FCX) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) BWX Technologies, Inc. (BWXT) Northrop Grumman Corporation (NOC) Centrus Energy Corp. (LEU) Super Micro Computer, Inc. Common Stock (SMCI) Arm Holdings plc (ARM) CoreWeave, Inc (CRWV) Marvell Technology Inc (MRVL) Advanced Micro Devices (AMD) Rambus Inc (RMBS)

Top Social Posts

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

"$XOM money maker. Roll with the trend. See the volume today"
X Link 2026-01-15T01:05Z 17.9K followers, [--] engagements

"The good news is this dip buyable. Weve seen this before. Plus unlikely $NQ $ES gaps wont get filled back up"
X Link 2026-01-19T19:31Z 17.9K followers, [--] engagements

"My top [--] stock market predictions for 2026: [--]. $SPX rallies 20%+ -- It's just math. Street [----] EPS at $350 market multiple stays 23x policy turns supportive ahead of midterms. Target: [----]. [--]. Volatility spikes hard -- multiple 10%+ corrections likely as we hit year [--] of the AI Boom. Positioning gets crowded expectations peak every crack in the story gets treated like an earthquake. Best years are often the most abusive. [--]. AI stocks stay hottest on Wall Street but the boom turns brutally selective. Market stops rewarding capacity starts rewarding utilization. Winners sit at bottlenecks:"
X Link 2026-01-20T00:34Z 17.9K followers, [--] engagements

"Space stocks are hitting a convergence point in [----] where policy AI infrastructure and capital markets align. Wall Street often discovers megatrends late but the current setup looks like a clear transition from speculation to a data-driven infrastructure trade. Three catalysts are converging: - The White House Space Executive Order signed December [--] [----] mandates a crewed Moon landing by [----] and a commercial ISS replacement by [----]. - Orbital compute is moving from concept to funded demos with $GOOGL and $PL launching Project Suncatcher by [----] and $NVDA profiling space-based GPU clusters."
X Link 2026-01-20T00:36Z 17.9K followers, [--] engagements

"Copper is on a heater. I don't think it slows down in [----]. Watch the $FCX breakout above $55. If it clears $55 and it should FCX stock could turn into one of the biggest winners of the year"
X Link 2026-01-20T00:42Z 17.9K followers, [---] engagements

"These early days really do matter. Good starts to a year tend to lead good years and bad starts lead to bad years. Luckily we're off to a hot start in [----]. $SPX $NDX $DJI $SPY $QQQ $RTY $IWM"
X Link 2026-01-20T00:45Z 17.9K followers, [--] engagements

"Seven signals to watch on Venezuelan trade flows per Seatrade Maritime News: - Political tone shifts toward US-friendly policies - Corporate moves from US oil majors (who are currently quiet) especially Chevron - Sanctions relief or new trade agreements - Investment activity: foreign direct involvement JVs facility rehabs (Rystad: $183B capex needed 2026-2040 to hit 3M bpd by 2040) - FX stability: reserve improvements + Bolivar stabilization - Non-oil exports: aluminum gold ag petrochemicals (watch Asia demand) - Port/shipping data: increased cargo volumes at Puerto Cabello La Guaira vessel"
X Link 2026-01-20T00:47Z 17.9K followers, [--] engagements

"New from Goldman Sachs: Almost all US power grids will lack critical spare capacity by [----] as demand surges to supply AI datacenters. "We aren't adding enough capacity" said Samantha Dart Goldman's co-head of global commodities research. Which means of course it is time to add MORE capacity. And that is bullish for $CEG $VST $OKLO $SMR $BWXT $CCJ. https://twitter.com/i/web/status/2013414244532859033 https://twitter.com/i/web/status/2013414244532859033"
X Link 2026-01-20T00:52Z 17.9K followers, [--] engagements

"Utah just greenlit the first AI-autonomous prescription renewal system in the U.S. Doctronic will handle chronic-condition refills inside the state's regulatory sandbox. This isn't AI diagnosing or prescribing new meds. It's just renewing stable scripts for patients already under care. But it's the first time an AI agent can issue a legal prescription without a human co-sign. Routine renewals are 80% of prescription volume. Automating this low-risk high-frequency work could improve adherence and free up provider capacity. Remember sandboxes are experiments not approvals. Still the trend and"
X Link 2026-01-20T01:01Z 17.9K followers, [--] engagements

"Very strong Q2 earnings report from $APLD validates the neocloud bull thesis here. Massive Q2 beats w/ nearly 100% revenue growth and [---] basis points of gross margin expansion. Great numbers but the story is beyond that and in the inflection point from "building AI factories" to "AI factories coming online and getting paid". Polaris Forge [--] hit "ready for service". Major de-risking moment. First 100MW energized. Finished first of three contracted buildings. Full PF1 campus expected to host 400MW for $CRWV and represents $11B of prospective lease revenue over [--] years. But that's just the"
X Link 2026-01-20T01:01Z 17.9K followers, [--] engagements

"New from S&P Global: The copper squeeze will intensify amid the race for AI and surging defense spending while producers struggle to expand. Global demand will rise 50% to [--] million metric tons by [----]. Bullish for $FCX which seems to be on the cusp of a pretty big multi-year breakout. https://twitter.com/i/web/status/2013416842446971377 https://twitter.com/i/web/status/2013416842446971377"
X Link 2026-01-20T01:02Z 17.9K followers, [--] engagements

"Three years ago $F decided to abandon its fully self-driving car efforts. Yesterday the company announced plans to launch L3 autonomy in [----] allowing drivers to take their eyes off the road while driving. That should tell you all you need to know about what's happening in the robotaxi revolution right now. Very bullish. https://twitter.com/i/web/status/2013416986701709732 https://twitter.com/i/web/status/2013416986701709732"
X Link 2026-01-20T01:03Z 17.9K followers, [--] engagements

"Stablecoin charter land-grab update: World Liberty Financial applied for a federal trust bank charter to issue USD1. This follows Circle and Ripple securing full OCC approval in December plus conditional approvals for BitGo Fidelity and Paxos to convert their state charters. That's six moves in weeks after Anchorage was the only holder for years. The bet is that stablecoins become settlement rails for tokenized finance. Charters are moats. Institutions won't touch unregulated issuers. USD1 hit $3.4B in under a year. PYUSD at $3.6B. USDC is $75B. Tether at $186B. The Trump family wants a piece"
X Link 2026-01-20T01:06Z 17.9K followers, [--] engagements

"Uranium hit a [--] month high at $82/lb. Utilities are finally stepping back into the market after months of sitting on the sidelines. AI + energy security concerns driving long-term demand forecast from World Nuclear Association is 397M lbs by [----] more than double [----] levels. Meanwhile DOE announced $2.7B for domestic enrichment Cameco-Westinghouse got approved for new reactors Sprott added 100K lbs regulations on converters and enrichers are getting streamlined and the list goes on. https://twitter.com/i/web/status/2013420305507651802 https://twitter.com/i/web/status/2013420305507651802"
X Link 2026-01-20T01:16Z 17.9K followers, [--] engagements

"The Marine Corps just awarded $NOC and $KTOS a $231.5M contract to deliver its first AI drone wingmen. Two themes we're bullish on for [----] in one contract -- physical AI + defense. Autonomous aircraft flying alongside manned fighters making real-time decisions in contested airspace. https://twitter.com/i/web/status/2013420555144171888 https://twitter.com/i/web/status/2013420555144171888"
X Link 2026-01-20T01:17Z 17.9K followers, [--] engagements

"I am not sure how the credit card cap thing will play out. Most likely outcome to me feels like if credit card interest rates artificially crash from 20% (where they are today) to a government-imposed 10% cap the issuers reduce credit limits and cut credit cards which leads to reduced traditional credit availability. And if that happens it feels like we could see a swarm of capital/interest into BNPL programs. This seems like it could be a big win for $AFRM and $KLAR. https://twitter.com/i/web/status/2013421755403055305 https://twitter.com/i/web/status/2013421755403055305"
X Link 2026-01-20T01:22Z 17.9K followers, [--] engagements

"New from Moody's: At least $3T is set to flow into AI datacenter investments over the next five years. That's $600B per year. And that $600B per year will likely get spread across these bottlenecks. Raw Materials: $FCX $ALB $MP $CCJPower: $CEG $GEV $LEU $VST $OKLO $SMRInfrastructure: $VRT $ETN $DELL $DLR $SMCI $EQIXCompute: $NVDA $TSM $MPWR $AVGO $MRVL $AMD $ARM $CRWV $NBIS $APLDMemory: $MU $PSTG $SNDK $WDC $STXNetworking: $ANET $COHR $SITM $CSCO $LITE $CLS $ALAB Despite all the geopolitical chaos AI remains the North Star of this stock market rally."
X Link 2026-01-20T01:25Z 17.9K followers, [--] engagements

"$NVDA investing $1B in a new AI drug laboratory with $LLY as both companies attempt to speed up the use of AI in the pharmaceutical industry. Biotech/Medical AI feels like the next big leg of growth in the AI universe. $XBI has been in breakout mode but something tells me there's a lot more fuel in the tank. XBI to $180 over next [--] months seems doable. https://twitter.com/i/web/status/2013422799709221371 https://twitter.com/i/web/status/2013422799709221371"
X Link 2026-01-20T01:26Z 17.9K followers, [---] engagements

"$META to fire [----] people to make room for more AI investment. This really is a Do-Everything-You-Can-To-Invest-In-AI Revolution"
X Link 2026-01-20T01:30Z 17.9K followers, [--] engagements

"Here comes the memory buildout. SK Hynix plans to spend $13 billion to build a new AI memory chip packaging plant in Cheongju. Construction to start in April. Target completion by [----]. Bullish for the memory complex $MU $STX $WDC $SNDK"
X Link 2026-01-20T01:36Z 17.9K followers, [--] engagements

"Physical AI startup Skild AI just raised $1.4B at a $14B valuation. That's 3x in [--] months. SoftBank led. $NVDA participated. Skild builds foundation models for robots that learn from watching humans and adapt to new tasks without extensive retraining. That's the unlock for mass robotic adoption. The physical AI boom is here. https://twitter.com/i/web/status/2013425467643064362 https://twitter.com/i/web/status/2013425467643064362"
X Link 2026-01-20T01:36Z 17.9K followers, [--] engagements

"China just blocked $54B in H200 orders from Alibaba ByteDance and Tencent. Beijing's guidance: imports allowed only for "special circumstances." Look past the trade hardball headline. This is industrial policy with plausible deniability. The block is a bluff. The uncertainty is the strategy. It creates supply risk goading Chinese companies to adopt domestic chips without an explicit ban -- which China clearly doesn't want. China wants Nvidia chips. But it doesn't want to publicly admit it. They learned from Trump. Threaten tariffs and don't always follow through because the threat itself"
X Link 2026-01-20T01:37Z 17.9K followers, [--] engagements

"Pentagon just announced xAI's Grok will join Google's Gemini on the Defense Department's platform later this month. Hegseth says the objective is to become "an AI-first warfighting force across all domains." This is the sovereign AI rollout accelerating in real time. Every major nation is racing to build and deploy indigenous AI capabilities for national security. You cannot rely on foreign models when AI becomes core military infrastructure. Independence is the only rational strategy. The Pentagon is now integrating models from OpenAI Google Anthropic Microsoft and xAI across classified and"
X Link 2026-01-20T01:38Z 17.9K followers, [--] engagements

"Superb numbers from $TSM = very bullish for all AI stocks. Revs +21% / Gross margins 62.3% / 2026e revs +30% / 2026e gross margins 64% Revenue growth is accelerating and margins are expanding so we are getting margin-additive growth which means explosive profit growth. More importantly. this won't stop anytime soon. TSMC boosted its long-term revenue growth target from 15-20% to 25% and boosted its long-term gross margin target from 53% to 56%. And they're putting their money where their mouth is: 2026e capex +31% to $54B. The 400-foot-view readthrough is that top-of-the-funnel demand of AI"
X Link 2026-01-20T01:39Z 17.9K followers, [--] engagements

"we break down the first pillar of the pro-cycle stimulus and why the real opportunity isnt just oil and gas but refiners specifically"
X Link 2026-01-20T10:43Z 17.9K followers, [--] engagements

"Here's how the Greenland situation plays out IMO. Trump wants Greenland for a variety of reasons the biggest of which is to acquire a bunch of rare earth + uranium assets for AI infrastructure development. Consistent with his preferred negotiating strategy (see Liberation Day) Trump has come out swinging with harsh threats. I don't think he has any intention of really following through on these threats. You have to remember: Midterms are coming up affordability is the key issue he needs to fix if he wants to commandingly win the midterms and Europe could upend that effort by selling U.S. debt"
X Link 2026-01-21T03:01Z 17.9K followers, [--] engagements

"Worth noting that while stocks are rebounding today bonds and the dollar are not. The 10-Year remains around 4.3% and the $DXY is flatlining around $98.50. Further stock market gains will likely require bonds and the dollar to join the rally"
X Link 2026-01-22T10:49Z 17.9K followers, [--] engagements

"Bear steepenings of the yield curve historically tend to be bearish indicators. But not so this time around. We've been in a bear steepener since summer [----] and still [--] months later no prolonged bear market or economic crash. Interesting"
X Link 2026-01-22T10:55Z 17.9K followers, [--] engagements

"One of the big bearish arguments against the $SPX is that the stock market equity risk premium (the difference between the corporate earnings yield and the risk-free 10-year Treasury yield) has gone negative and is way below where it hovered throughout the 2000s and 2010s. True but. The equity risk premium is a reflection of investor economic confidence. Investor economic confidence was shaken throughout the 2000s and 2010s because of the Dot Com Crash and Great Financial Crisis the sum of which kept a lid on real GDP growth. The economy pretty much never grew at a faster pace than 3% during"
X Link 2026-01-22T10:56Z 17.9K followers, [--] engagements

"$PLTR just secured its biggest Korea win yet extending Foundry and AIP across the entire HD Hyundai Group. HD Hyundai isn't just cars. Shipbuilding construction machinery refineries robotics electric systems marine services. Palantir becomes the operational backbone for the whole thing. Digital twins predictive ops supply chain optimization AI decisioning. They started with the oil unit in [----] proved value in refinery optimization and sensor analytics now rolling out enterprise-wide. This is particularly notable because Hyundai moves fast on frontier tech. Same group just took delivery of"
X Link 2026-01-22T10:56Z 17.9K followers, [--] engagements

"Elon is bringing back Dojo but this time for orbital compute. Datacenters in space is the future of AI compute. Massive growth opportunity ahead with the inflection point here in [----] w/ SpaceX IPO. The "Big 3" of space have been on fire. $PL $RKLB $ASTS I see more growth ahead. But these stocks are volatile and they are at the top their channels so don't chase. Wait for a big pullback. https://twitter.com/i/web/status/2014291307703755115 https://twitter.com/i/web/status/2014291307703755115"
X Link 2026-01-22T10:57Z 17.9K followers, [---] engagements

"$GOOGL is taking a page from $MSFT's playbook with a $2M investment to train 100000+ artists in foundational AI skills through the Sundance Institute. Just like Microsoft's "community-first" infrastructure push was designed to get ahead of political backlash against data centers Google is positioning itself on the right side of the creative community before AI regulation becomes a 2026/2028 campaign weapon. The timing matters. Hollywood is splintering over AI consent and creative control activist coalitions are forming and public sentiment is fragile. By funding AI literacy instead of just"
X Link 2026-01-22T10:58Z 17.9K followers, [--] engagements

"AI's biggest risks aren't technical. They're logistical. IEEE just published a report highlighting a major problem: we don't have enough people to build the infrastructure the AI boom requires. Engineers electricians skilled trades are all in short supply relative to the pace hyperscalers are demanding. The numbers tell the story. BLS projects we'll need [------] additional construction workers by [----] plus [-----] more electrical and electronics engineers. Meanwhile one major developer can build [--] GW of data center capacity per year right now. Big Tech is pushing for [--] GW per quarter. In the"
X Link 2026-01-22T11:15Z 17.9K followers, [--] engagements

"The American housing market is broken in a way no interest rate cut can fix. So Washington is preparing to bypass the Fed entirely with structural mortgage reform designed to unfreeze the market before the [----] midterms. The strategy is to separate home prices from monthly payments through financial reengineering. Three reform mechanisms are coming. 1.) 50-year mortgages: FHFA could direct Fannie Mae & Freddie Mac to buy longer-duration loans slashing monthly payments by 20%. Owners build zero equity for [--] years. It's a glorified rental but it delivers the immediate relief voters demand. 2.)"
X Link 2026-01-22T11:15Z 17.9K followers, [--] engagements

"Stablecoin market cap recentlyhit $311B a new all-time high even as $BTC fell below $90K and the broader crypto market saw $520M+ in liquidations in [--] hours. This is to be expected. Stablecoins are the first real-world crypto use case for economies with established financial systems. In geographies where infrastructure needs rebuilding from scratch adoption can move faster but in developed markets it's slower and steadier. Right now crypto traders are rotating into stablecoins as a volatility buffer. Ironically this was Tether's original purpose as stated by co-founder many times. USDT"
X Link 2026-01-23T22:39Z 17.9K followers, [--] engagements

"Welcome to the End of the Free-Market Era (and the Birth of the Technological Republic) How a government-led mobilization is reshaping markets rewriting investment rules and creating the next generation of winners The U.S. has quietly shifted from free-market globalism to a"
X Link 2026-01-23T22:52Z 17.9K followers, [---] engagements

"All the AI bears were circling around $CRWV calling it a ticking time bomb that would blow up any week now. But $NVDA made it pretty clear today that they aren't going to let that happen sinking another $2B into CoreWeave to accelerate the buildout of 5GW of AI Factories by [----]. In addition to giving them the money to build these factories Nvidia is: - Leveraging its financial muscle to help CoreWeave secure the critical land and power required for these massive AI datacenters - Making CoreWeave datacenters the primary testbed for Nvidia's next-gen Rubin platform Bluefield storage systems"
X Link 2026-01-26T21:46Z 17.9K followers, [---] engagements

"Gold silver precious metals and really all hard assets are on fire. Tons of people don't want to chase the rally. I get it. I hate chasing. But: - National debt is running at 120%+ of GDP and steadily rising - The government spending faucet is wide open with proposals to boost defense budget by $500B build oil infrastructure in Venezuela expand the Navy develop Greenland etc - Fed independence is facing its biggest threat since the 1970s (and arguably ever) - Short term interest rates are likely to collapse over the next [--] months regardless of whether such cuts are warranted or not - Japan's"
X Link 2026-01-26T21:47Z 17.9K followers, [--] engagements

"To put the silver rally into historical context. Monthly RSI = [--] 2-year ROC = 410% Those are the second-highest reading for silver over the last [--] years -- second only to of course the parabolic 1979-80 rally. In other words this is essentially the second-biggest rally of all time in silver. The same is basically true of gold. The implications of this run deep. What the market is telling you here is important. https://twitter.com/i/web/status/2015904647475765757 https://twitter.com/i/web/status/2015904647475765757"
X Link 2026-01-26T21:48Z 17.9K followers, [--] engagements

"Complain about the dollar all you want. But what a crashing dollar actually means is that you need to own assets. The $SPX actually tends to outperform after the dollar stages sharp drops. Own stocks. Own gold. Own silver. Own assets. In this macro climate cash is actually trash. https://twitter.com/i/web/status/2015905256257855841 https://twitter.com/i/web/status/2015905256257855841"
X Link 2026-01-26T21:50Z 17.9K followers, [---] engagements

"One real negative implication of this commodity surge: Inflation could make a comeback. Bloomberg's Commodity Price Index (ex Gold) has been a very potent leading indicator of CPI inflation over the last [--] years. That index has spiked 10% over the last month to its highest level in more than [--] years. Which reignites inflation risks. ahead of a Fed that seems predetermined to cut rates a bunch. Something to monitor. https://twitter.com/i/web/status/2015957065630351659 https://twitter.com/i/web/status/2015957065630351659"
X Link 2026-01-27T01:16Z 18K followers, [--] engagements

"I added $CONL yesterday premarket. Up a good amount already but I believe $COIN can have hell of a come back lots of room"
X Link 2026-01-13T01:06Z 18.2K followers, [--] engagements

"Zeta Global Collaborates With OpenAI To Power The Conversational Intelligence And Agentic Applications Behind Athena By Zeta"
X Link 2026-01-13T02:16Z 18.1K followers, [--] engagements

"NASDAQ-WALMART INC. WILL REPLACE ASTRAZENECA PLC IN NASDAQ-100 INDEX EFFECTIVE JANUARY [--] 2026"
X Link 2026-01-13T12:30Z 18.1K followers, [--] engagements

"Look. Daily $CBLO"
X Link 2026-01-15T21:46Z 18.2K followers, [--] engagements

"Two OTC $CBLO $ELEK. Goodnight"
X Link 2026-01-16T01:07Z 18.2K followers, [--] engagements

"Remember $ELEK"
X Link 2026-01-16T14:51Z 18K followers, [--] engagements

"Also. Dont sleep otc $ELEK and $CBLO $DOG"
X Link 2026-01-16T18:39Z 18.2K followers, [--] engagements

"Oil + gas stocks should be big winners as U.S. taps into Venezuela's vast oil resources. My top plays: $VLO - The Undisputed King of Sludge. Valero has the most complex refining system in the world. They can take the nastiest cheapest most sulfur-rich Venezuelan crude and turn it into premium diesel and jet fuel. They are the primary customer of the new regime. When the tankers start leaving Puerto Miranda they are heading to Valeros docks in Port Arthur and St. Charles. This is the safest highest-conviction trade in the sector. $PSX - The Sweeny/Lake Charles Powerhouse. Like Valero they have"
X Link 2026-01-20T00:37Z 18.1K followers, [--] engagements

"Oil & gas stocks are generally NOT good long-term investments. Just look at $XOP. It is trading exactly where it was back in [----]. It has more-or-less gone sideways for [--] years. But they are GREAT short-term investments when the wind is at their back. March [----] - June [----]. XOP +250%. February [----] - October [----]. XOP +80%. March [----] - June [----]. XOP +400%. It feels like we could be entering one of these short-term "golden eras" for oil & gas stocks after 3+ years of going nowhere. https://twitter.com/i/web/status/2013410892692558134 https://twitter.com/i/web/status/2013410892692558134"
X Link 2026-01-20T00:38Z 18K followers, [---] engagements

"I think the biggest announcement out of CES [----] so far is from Boston Dynamics who essentially said that the REAL humanoid robotics revolution is on our doorstep. In short their humanoid project - "Atlas" - has graduated from YouTube sensation to real factory worker and is ready to change the world. - Fully Electric: The old Atlas was hydraulic (lots of hoses loud heavy). This new one is fully electric meaning it is quieter stronger and easier to manufacture at scale. - Autonomous Battery Swapping: This is a game-changer for factories. Atlas has a 4-hour battery life but when it runs low it"
X Link 2026-01-20T00:53Z 18K followers, [--] engagements

"With the impressive demo of Atlas as CES [----] by Boston Dynamics I think the stage is set for this to be the breakout year for humanoid robot stocks. Here's my Humanoid Robot [----] Master Playbook: Raw Materials: $MP $USAR $LYSCF $ALB $LAC $FCXSensors: $OUST $AEVA $AMBAActuators: $HSYDF $MOG.APower: $AMPX $ENVX $QSCompute: $NVDA $AMD $QCOM $GOOGL $META $AMZNSoftware: $U $PLTR $ZBRABuilders: $TSLA $TER $SYM $ISRG $PRCT $KTOS $AVAV https://twitter.com/i/web/status/2013414717604180450 https://twitter.com/i/web/status/2013414717604180450"
X Link 2026-01-20T00:54Z 18.2K followers, [---] engagements

"And so it begins. The White House's full-court press to fix housing affordability. $COMP $Z $RKT the early big winners"
X Link 2026-01-20T00:56Z 18K followers, [---] engagements

"Bloomberg this AM offering a pretty astute counterpoint to the precious metals bull thesis. new world order or great mean reversion $FNV $WPM $GOLD $NEM $AEM $RGLD $PAAS $GLD $SLV $AG"
X Link 2026-01-20T00:59Z 18.1K followers, [--] engagements

"Big rotation day today. Doesn't mean time to ditch AI stocks. They remain the captain of the ship and that's not going to change anytime soon. But it does mean time to find some winning defense and oil stocks. Few names to consider Oil: $HAL $MPC $SLB $VLO $PBF $WFRDDefense: $LMT $NOC $RTX $ONDS $KTOS $AVAV $RCAT $CACI $PSN $DRS $MRCY $TDY https://twitter.com/i/web/status/2013418654671515946 https://twitter.com/i/web/status/2013418654671515946"
X Link 2026-01-20T01:09Z 18K followers, [--] engagements

"In late [----] $AEP + $BE struck a deal permitting AEP to buy up to 1GW of Bloom's fuel cells for AI datacenters. Only about 100MW (or 1/10th the total amount) was sold in the initial agreement. Today AEP decided to execute a "substantial portion" of that deal meaning that they are probably in the process of buying 500MW+ of Bloom's fuel cells. There should be no doubt left that BE's fuel cells are a great option for helping power AI datacenters. https://twitter.com/i/web/status/2013420211307716754 https://twitter.com/i/web/status/2013420211307716754"
X Link 2026-01-20T01:16Z 18.1K followers, [--] engagements

"Goldman Sachs assumed coverage on $SMCI today with a Sell rating + $26 price target on pricing power concerns. Long story short they believe that increasing competition in the AI server market will force SMCI into large margin-dilutive deals thereby dimming future profit growth prospects. That makes sense. But isn't it priced into the stock You have a 20% revenue + EPS grower in a strong demand upcycle trading at 11X forward earnings. That valuation profile certainly feels like it prices in a lot of margin compression over the next few years. Some will call this a "value trap". I don't see"
X Link 2026-01-20T01:31Z 18K followers, [---] engagements

"Pentagon to invest $1B in $LHX missile unit with those funds aimed at significantly increasing capacity to build solid rocket motors for US missiles. The Acquisition Americana Era is here. Defense stocks are the move for [----] $LMT $NOC $RTX $AVAV $KTOS"
X Link 2026-01-20T01:32Z 18.1K followers, [--] engagements

""Acquisition Americana" marks a pivot toward resource control and overtly pro-cyclical stimulus - Oil policy leans toward $50/bbl to cool headline inflation a tailwind for refiners like $VLO and $MPC- Defense spend tilts to high-usage attritable "Op-Tempo" systems with drones like $AVAV and $KTOS advantaged vs. legacy primes - Space-based ISR becomes a core layer of next-gen warfare supporting $PL $RKLB and $BKSY- Housing stimulus flows straight into volume for builders $LEN and $DHI plus transaction-liquidity leverage at $RKT and $UWMC- Rate relief reopens the consumer wallet lifting home"
X Link 2026-01-20T01:41Z 18.1K followers, [--] engagements

"No force = rally time. The Greenland drama isn't over. But we've at least avoided a worst-case outcome (for now) and the stage does appear set for some semblance of a deal in the next few weeks. Pay attention to the stocks rebounding the most today. $RMBS $USAR $TDY $SMR $ARM $CIFR $MARA $CLSK $ONDS https://twitter.com/i/web/status/2014290531531083966 https://twitter.com/i/web/status/2014290531531083966"
X Link 2026-01-22T10:54Z 18.2K followers, [---] engagements

"$ADSK is cutting [----] jobs (7% of workforce) to reallocate capital toward cloud infrastructure and AI. This is the pattern now. Even if AI isn't directly replacing workers it's crowding them out by shifting budget priorities. Companies are choosing AI investments over people. (In)direct AI displacement remains ia double-edged sword worth watching. Eventually AI will create more jobs than it takes. We're not there yet. Near-term the labor risks are real but the upside is concentrated in the stocks driving silicon outsourcing. For investors the signal is clear. Follow the capital flows."
X Link 2026-01-23T22:37Z 18.2K followers, [--] engagements

"More sovereign AI news. $LDOS signed a deal with OpenAI to embed generative and agentic AI into federal workflows across digital modernization national security and defense. Companies that can deliver secure mission-critical AI to governments -- $PLTR is another obvious winner here -- will capture massive recurring revenue streams that most investors are still underestimating. https://twitter.com/i/web/status/2014830907266339262 https://twitter.com/i/web/status/2014830907266339262"
X Link 2026-01-23T22:41Z 18.1K followers, [---] engagements

"- Greenland deal resolves quietly markets shrug off geopolitical theater - "Acquisition Americana" thesis fueling resource bull run $CCJ $ALB $MP- Defense pullback creating attractive entry points in $AVAV- $NVDA facing long-term "Titanic" risk from $GOOGL TPU v6 and hyperscaler custom silicon - Shifting focus to custom chip infrastructure plays $AVGO $MRVL $AMBA- Robotics trend accelerating $SYM remains the best warehouse automation name - Autonomous trucking via $AUR showing early signs of a space-style breakout - Space names $RKLB $PL $ASTS running too hot wait for meaningful dips"
X Link 2026-01-23T22:47Z 18K followers, [---] engagements

"And the White Housing stock shopping spree continues. U.S. government taking a 10% stake in $USAR for $1.6B (16.1 million common shares + warrants for an additional [----] million shares priced at $17.17 per share). The funds will be used to: 1.) Accelerate the development of the big Round Top Project in Texas (which could over time end up being one of the biggest rare earth mines in the world). Commercial production at Round Top projected for late [----] two years earlier than previous estimates. 2.) Complete the commissioning of the Stillwater magnet manufacturing plant which is expected to"
X Link 2026-01-26T21:45Z 18K followers, [---] engagements

"So $MP is taking a hit b/c the U.S. government just took a stake in another domestic rare earth company $USAR and Wall Street seems to be interpreting that as being dilutive to MP's "national champion" bull thesis. All fair. But I don't think that is the right way to look at it. My view is that the USAR investment reinforces the MP bull thesis by emphasizing the U.S. government's commitment to creating a massive domestic rare-earths industry. Sure MP won't be the only national champion. They'll share the throne with USAR. But I'd rather have MP share the throne in a massive industry that be a"
X Link 2026-01-26T21:46Z 18K followers, [---] engagements

"This why platinum and palladium are probably next. Silver/Gold ratio was near all-time lows in early [----]. and has since spiked towards 40-year highs. Platinum/Gold and Palladium/Gold ratios remain near all-time lows. If they follow Silver and spike towards 40-year highs over the next [--] months that would imply a 4X+ gains for platinum + palladium prices all else equal. $SLV is good. $PALL $PPLT may be better"
X Link 2026-01-26T21:49Z 18K followers, [---] engagements

"The Misunderstood "Quantum Everything" Stock $IONQ remains our favorite quantum stock. It's evolved from pure quantum computing into an "all things quantum" platform which improves both its near- and long-term outlook. The strategy is to deploy"
X Link 2026-01-27T01:17Z 18K followers, [---] engagements

"$MSFT rolling out second-gen custom AI chip Maia [---] which will be used to power Copilot assistant for businesses and other AI models (including ChatGPT). The custom silicon shift continues. Not much selling pressure on $NVDA. But not much buying pressure either. The stock has been stuck in neutral for [--] months. Meanwhile $TSM - who makes the custom silicon chips - keeps soaring to new all-time highs. Up 40% in the last [--] months while NVDA has gone basically nowhere. https://twitter.com/i/web/status/2015957434762662205 https://twitter.com/i/web/status/2015957434762662205"
X Link 2026-01-27T01:18Z 18.1K followers, [---] engagements

"$LDOS acquiring ENTRUST Solutions Group for $2.4B doubling its energy infrastructure engineering business from $600M and expanding into utility gas and electric generation markets. Smart move. This positions Leidos at the center of the $1 trillion utility modernization wave over the next decade driven by AI power demands and grid resilience needs. The company now has solid exposure to defense/security AI (via recent OpenAI partnership) and utilities. We're big fans of LDOS. https://twitter.com/i/web/status/2015957569445994899 https://twitter.com/i/web/status/2015957569445994899"
X Link 2026-01-27T01:18Z 18.1K followers, [---] engagements

"Are we in the "Final Bubble" of modern capitalism We've seen lots of bubbles over the last [--] years. But all those previous bubbles - [----] [----] [----] [----] etc - were solved by printing more money and lowering rates. One could argue that we have now reached the mathematical limit where the interest on our debt is consuming the entire tax base. We can longer "grow' our way out nor can we "borrow" our way out. The tool box is empty. You can't cut rates when inflation is a persistent problem. You can't print money when confidence and global relations are collapsing and the government keeps"
X Link 2026-01-27T23:01Z 18K followers, [--] engagements

"$UPS announces [-----] more job cuts. Stock rises. Labor loses. Capital wins. The wealth divide just keeps getting wider. In this economy you have to own assets"
X Link 2026-01-27T23:07Z 18.1K followers, [---] engagements

"Today is an "AI retaking its rightful throne" day. I got AI compute stocks up a bunch. $AMAT $ANET $ASML $AVGO $INTC $KLAC $MRVL $MU $LSCC $RMBS $STX $WDC $SNDK $GFS $TSM all up big. The AI energy complex is rallying too $OKLO $SMR $PWR $AES $LEU $BWXT. Same with the big dogs $AAPL $MSFT $AMZN $NVDA Elsewhere there's a lot of red. Software stocks hurting $WDAY $CRM $ADBE. Social media hurting $PINS $RDDT. Consumer hurting $ETSY $LULU $NKE. Fintech struggling $AFRM $PYPL $SOFI $UPST. Don't fade the AI trade. Buy AI stocks when they drop because like fresh tennis balls they'll bounce right back"
X Link 2026-01-27T23:07Z 18K followers, [---] engagements

"Here's the problem with housing: Any and all efforts to boost the demand side of the equation by lowering rates providing first-time home-buyer assistance etc without addressing the supply side of the equation will result in higher home prices and only worsen the affordability crisis. We are seeing this today as the steady drop in home prices from February [----] to July [----] has sharply reversed course and home prices have been climbing ever since hitting a new record high in November [----]. This is a supply side problem. We need to build more homes. And once someone realizes that it will"
X Link 2026-01-27T23:11Z 18K followers, [---] engagements

"Conference Board January Consumer Confidence Report is UGLY. - Consumer Confidence dropped to [----] a 10-year low and even lower that the depths of the Covid pandemic. - Consumer Confidence dropped 10% in January one of its worst monthly drops on record - Consumer Confidence has dropped 20% over the last [--] months also one of its biggest yearly drops on record Consumer stocks have struggled so far this year. This data suggests that those struggles may continue. https://twitter.com/i/web/status/2016288201800090106 https://twitter.com/i/web/status/2016288201800090106"
X Link 2026-01-27T23:12Z 18.1K followers, [---] engagements

"More sovereign AI news. $NVDA released a Brazil-specific dataset -- grounded in official census and labor data but synthetically generated so no real identities represented. AI systems deployed in the region get demographic and cultural relevance. Nvidia has previously released datasets for USA Japan India and Singapore. Meanwhile OpenAI announced multiple Europe-based initiatives: - Training program for software engineers in Poland Germany France Italy Ireland and the UK to effectively use AI - [------] to fund AI research - Expanded opportunities for governments to work with OpenAI toward"
X Link 2026-01-28T23:27Z 18K followers, [--] engagements

"Excellent quarter from $STX reaffirms the bull thesis for all AI memory stocks $WDC $MU $SNDK Smashed Q2 estimates. Guided way above for Q3. Commentary suggested no slowdown in sales or earnings momentum through fiscal [----]. Revs +22%. Gross margins +670bps. Operating margins +880bps. EPS +53%. Better yet nearline capacity is fully allocated through [----] and they expect to start taking orders soon for [----] with cloud customers ALREADY talking about [----] plans. And the company is supporting all this growth not by chasing dumb unit volume growth (which can cause a memory bust cycle) but rather"
X Link 2026-01-28T23:40Z 18K followers, [---] engagements

"AI is finally showing up (and in big way) in the numbers for $ASML. They reported huge Q4 beats this morning while also guiding way above on their Q1 and [----] numbers too. Bookings soared to a record $15.3B more than double the previous quarter as AI demand is now starting to proliferate throughout the order book. The big driver is that AI accelerators are migrating from 4nm - 3nm which more litho-intensive while 2nm ramps continue for next-gen HPC so the advanced chip growth story is picking up momentum which means more demand for ASML's tools. That feels secular. Meanwhile HBM + DDR demand"
X Link 2026-01-28T23:43Z 18K followers, [---] engagements

"Really strong earnings from the AI complex today. $STX double-beat + strong guide. Accelerating revenue growth. High visibility to 20% revenue growth into [----]. AI memory market structurally undersupplied with no slowdown in demand. $ASML huge Q4 beats + strong [----] guide. Massive $15B+ bookings in quarter. AI accelerators getting more complex - more demand for ASML's litho tools. No slowdown at all in spending trends. $FFIV big Q1 beats + strong Q2 guide + raised [----] guide. Enterprises are moving AI applications into production. Added as many AI customers in Q1 as in all of FY25. $GEV. Q4"
X Link 2026-01-28T23:44Z 18K followers, [---] engagements

"I don't think it really matters what Trump or Bessent say. Their actions are consistent with the U.S. Dollar going lower - potentially A LOT lower. And that means hard assets priced in U.S. dollars are going to go higher - potentially A LOT higher. 5-10% pullbacks in gold silver copper platinum palladium etc look like buying opportunities. https://twitter.com/i/web/status/2016658725021368752 https://twitter.com/i/web/status/2016658725021368752"
X Link 2026-01-28T23:44Z 18K followers, [---] engagements

"They. Won't. Let. Them. Fail. Nearly half of Mag [--] reportedly dumping $60B into OpenAI. $NVDA alone throwing in $30B. $AMZN adding $20B. $MSFT chipping in $10B. Looks close to a done deal. SoftBank separately considering adding another $30B after just dumping in $40B. And Sama is still looking to fundraise $50B from the Middle East. If they get it all that's a $180B wow Time to take the short OpenAI thesis and throw it in the trash. https://twitter.com/i/web/status/2016954080044687697 https://twitter.com/i/web/status/2016954080044687697"
X Link 2026-01-29T19:18Z 18K followers, [---] engagements

"Yeah. this worries me. My math suggests that if commodities continue to rally we will see CPI jump to 3.5% within months. $GLD $SLV $COPX $PPLT $PALL $OIL"
X Link 2026-01-29T19:20Z 18K followers, [---] engagements

"$MSFT is having its worst day since the depths of Covid (March 2020) on AI spending fears in its Q2 earnings report. My quick takeaway is to buy the dip with both hands. Here's the issue: AI revenue growth is slowing but AI spending growth is accelerating creating the perception of weakening ROI on AI spend. Revenue growth slowed from +17% to +15% in Q2 the first slowdown in over a year paced by Azure revenue growth slowing from +39% to +38% also the first slowdown in over a year. Both overall revenue growth and Azure revenue growth are expected to continue to decelerate in Q3. But. AI"
X Link 2026-01-29T19:22Z 18K followers, [--] engagements

"The $META growth engine is firing on all cylinders. Beat Q4 numbers across the board. Guided way above on Q1 revenues. Implied much bigger growth than expected for all of [----]. Daily Active People +7%. Average Revenue Per Person +16%. Revs +24%. Q1e revs +30%. FY26e revs +24%. And it is all because of AI. -Doubled the GPU cluster used to train GEM (their foundational ads ranking model) and rolled out a new sequence-learning architecture which resulted in a +3.5% lift in FB ad clicks and 1% conversion gain on IG. -Launched a new runtime inference model across IG Feed/Stories/Reels driving +3%"
X Link 2026-01-29T23:04Z 18K followers, [--] engagements

"The market absolutely hates $NOW and I think that has to be a warning sign to the whole software sector. Because they just put up GOOD numbers. Beat Q4 estimates across the board. Guided above on both Q1 and FY26. Revenue growth stable right around 20%. Subscription revenue growth stable just above 20%. Current remaining performance obligations keep rising by 20%. Margins keep expanding. The new AI stuff is scaling nicely - Now Assist surpassed $600mm in ACV. Pretty good stuff. And going into the print NOW stock was already trading at a 5-year low forward EBITDA multiple of 20X. Yet the stock"
X Link 2026-01-29T23:05Z 18K followers, [--] engagements

"The AI complex is getting destroyed today b/c of fallout from $MSFT earnings (AI growth is slowing) but that logic doesn't make sense to me. Here's the right way to look at it. AI compute stocks cloud stocks model stocks networking stocks memory stocks design stocks security stocks etc -- the whole AI infrastructure complex -- are really driven by one thing above all else: Hyperscaler capex. If the hyperscalers keep spending that money keeps pouring into the ecosystem and proliferating throughout the AI complex. Current research suggests that every $1 spent by a hyperscaler today on AI capex"
X Link 2026-01-29T23:07Z 18K followers, [--] engagements

"Strong quarter from $LRCX. Beat across the board on Q2 numbers. Guided above across the board for Q3. Revenue growth steady in the low 20s. Gross margins expanding. Operating margins expanding. EPS growth running right around 40%. As AI chip complexity increase LRCX is winning through increased demand for etch + deposition. HBM is the rocket ship here. Advanced packaging is becoming core to AI chips. And leading-edge transitions keep adding etch/deposition intensity so the growth profile looks durable. I think there is high visibility to 15% revenue growth deep into [----] + 25% EPS growth."
X Link 2026-01-29T23:09Z 18.1K followers, [---] engagements

"FYI Reuters edited the article about no more price floors to say the govt may use "Section [---] tariffs" to impose "market-wide price floors" rather than negotiating on a company-by-company basis Also none of this affects $MP's existing deal as MP + Reuters have both clarified https://twitter.com/i/web/status/2017012366248915174 https://twitter.com/i/web/status/2017012366248915174"
X Link 2026-01-29T23:09Z 18K followers, [---] engagements

"My quick thoughts on Kevin Warsh as Fed Chair: Yes he has ultra hawkish during his time a Fed governor (2006-11) being worried about inflation even after the Federal Housing Administration took over Fannie & Freddie and on the eve of the Lehman bankruptcy in September [----] + was super opposed to QE. But Trump wouldn't have picked someone who isn't going to cut rates for him immediately and significantly. So this is pick which threads the needle - he has a hawkish background to give him credibility but he's still going to cut rates like Trump wants. Net change to the interest rate outlook:"
X Link 2026-01-30T23:38Z 18K followers, [--] engagements

"Here comes the metal dip we've been waiting for. here's your technical "buy-the-dip" guide based on local bottoms since the metals bull market started in late [----]. Gold $GLD: Tends to bottom after 5-10% pullbacks. Down 8% now. In the "bottoming zone". Silver $SLV: Tends to bottom after 15-20% pullbacks. Down 17% now. In the "bottoming zone". Platinum $PPLT: Tends to bottom after 15% pullbacks. Down 20% now. Past the "bottoming zone". Palladium $PALL: Tends to bottom after 15% pullbacks. Down 13% now. Approaching the "bottoming zone". https://twitter.com/i/web/status/2017382187763699744"
X Link 2026-01-30T23:39Z 18.1K followers, [---] engagements

"My prediction: SpaceX + xAI merge in private markets within next few weeks and then that combined entity reverse merges with $TSLA in June to create Elon Co"
X Link 2026-02-02T21:12Z 18K followers, [---] engagements

"With Trump launching a $12 billion critical minerals stockpile to counter China it is clear that the White House will indeed continue to robustly support the creation of a massive domestic rare earths industry. Which is why all short-term dips in top rare earth stocks like $MP and $USAR look like buying opportunities to me. https://twitter.com/i/web/status/2018432453862363164 https://twitter.com/i/web/status/2018432453862363164"
X Link 2026-02-02T21:12Z 18K followers, [----] engagements

"Amidst all this macroeconomic and geopolitical volatility -- from Venezuela to Greenland to Iran to a new Fed Chair to tariff threats etc -- AI stocks remain the best trade on Wall Street. Specifically AI infrastructure stocks remain the best trade on Wall Street. It's the picks-and-shovels suppliers that continue to dominate. Just look at this year's top winners far: $SNDK +185% -- picks and shovels (memory) $USAR +95% -- picks and shovels (rare earths) $UCTT +80% -- picks and shovels (semi equipment) $BE +75% -- picks and shovels (energy storage) $STX +60% -- picks and shovels (memory) $WDC"
X Link 2026-02-02T21:17Z 18K followers, [--] engagements

"$IONQ's acquisition spree continues with Seed Innovations. Seed brings ML/AI expertise DevSecOps infrastructure and $175M in DoD contracts (Army Air Force DISA Missile Defense Agency) to IonQ's stack. Per Seed has $155M in active custom computer programming services contracts alone plus $10M in systems design and $9.8M in R&D work. Core work spans DevSecOps pipelines AI/ML platforms and secure software delivery for defense and intelligence customers through [----]. This is a bridge play. IonQ can build the best quantum tech in the world but if real-world deployment is too complex money will be"
X Link 2026-02-02T21:29Z 18.1K followers, [---] engagements

"$LLY plans to invest more than $3.5B in a new injectable medicine and device manufacturing facility in Pennsylvania adding to its massive domestic expansion (Texas Virginia Alabama Indiana). Construction is expected to be finished by [----]. Just to re-hash some of the tailwinds constantly pushing this company to new heights: - China biotech urgency. China has surpassed the U.S. in clinical trial activity and now accounts for roughly 30% of global drug candidates while the U.S. share has declined. In [----] Chinese companies overtook the U.S. in the number of blockbuster pharma licensing deals"
X Link 2026-02-03T03:49Z 18.1K followers, [---] engagements

"The metals bounce looks buyable to me. Across the board precious metals crashed 20-30% to just above their 50-day moving averages and are now bouncing strongly off those major technical supports levels with fully reset RSIs right around [--]. That looks a buy-the-dip set-up to me. $SLV $PPLT $PALL $GLD $AG $PHYS https://twitter.com/i/web/status/2018850515241881760 https://twitter.com/i/web/status/2018850515241881760"
X Link 2026-02-04T00:54Z 18K followers, [--] engagements

"The crash in $FN looks tasty. The company delivered fabulous results (Q2 beats across the board / guided above on everything for Q3 / revenues +36% / margins up / operating profits +40% / guide calls for all of that to continue in Q3). But the stock is getting punished because supply constraints are suppressing growth in the core AI business where datacom revenues only rose 2% in the quarter. Read that again. Supply constraints are holding back growth AND the company is still growing at a 35%+ clip. That's because the secular trend (more interconnect more coherent optics more bandwidth etc"
X Link 2026-02-04T02:46Z 18.1K followers, [---] engagements

"The AI crash/rotation is continuing in full swing today with $AMD $INTC $ASML $AVGO $LRCX $MU $AMAT $PLTR $NVDA $WDC all crashing but a lot of "other stocks" like transports telecoms consumer staples materials financials energy and real estate are rallying. I don't think this will last much longer. Fundamentally all the earnings growth is still in tech land. Nasdaq [---] EPS estimates next three years: 26e +19% / 27e +15% / 28e +15%. Bloomberg's AI Value Chain Index EPS estimates next three years: 26e +38% / 27e +23% / 28e +17%. All those estimates are sharply rising. Meanwhile valuations have"
X Link 2026-02-04T22:14Z 18.1K followers, [---] engagements

"Really strong report from $LITE is being overlooked by market because of broad bearish sentiment. That's a mistake. This report was really good and supports the 2026/27 bull thesis on LITE stock. Smashed Q2 estimates. Guided way above on Q3 numbers. Revs +65%. 6th straight quarter of accelerating revenue growth. Q3e revs +90% so looking at [--] straight quarters of acceleration. Gross margins +10pts. Operating margins +17 points. EPS +298%. Q3e EPS +295%. The company is clearly firing on all cylinders. Lumentum has reached a turning point with significant growth in its cloud transceivers"
X Link 2026-02-04T22:16Z 18.2K followers, [---] engagements

"Really strong report from $SMCI emphasizes that this stock is just WAY TOO CHEAP at 12X forward earnings. Beat Q2 numbers across the board. Guided above on Q3 across the board. Hiked FY26 revenue guidance. Revs +123%. Demand is relentless with the AI build-out now shifting from servers/chips to AI factories - massive complex clusters that require a lot more components to operate at scale. SMCI is winning here and has tremendous upsell/cross-sell opportunities with its new full-stack Data Center Building Block Solutions which include liquid cooling power shelves and management software. These"
X Link 2026-02-04T22:16Z 18.1K followers, [---] engagements

"Technical look at $AIQ. I'm assuming that this is not a complete unwind of the AI trade since fundamentals remain supportive (AI spending still accelerating revenue growth rates still strong earnings estimates still rising etc) and therefore just another correction in the still-alive AI Boom. Assuming so then let's see how the current correction technically compares to previous corrections (excluding Liberation Day given the unique macro factors in that flash crash). March 2023: We dropped 10% to 200-day. RSI bottomed at [--]. October 2023: We dropped 15% to 200-day. RSI bottomed just above 30."
X Link 2026-02-05T03:25Z 18.2K followers, [---] engagements

"So Alphabet was supposed to spend $120 billion in [----] on AI infrastructure. Instead the company just said they're going to spend $180 billion -- 50% more than expected. Tallying up the numbers now. $GOOGL 2026e capex = $180 billion $META 2026e capex = $120 billion $MSFT 2026e capex = $150 billion $AMZN 2026e capex = $150 billion $ORCL 2026e capex = $60 billion Hyperscale [--] 2026e capex = $660 billion Remind me again why the market is dumping AI stocks $AVGO $CLS $LITE $CIEN $CRDO $NVDA $AMD $AMAT $ANET $ASMl $INTC $KLAC $MRVL $MU $TSM $STX $WDC $SNDK"
X Link 2026-02-05T03:26Z 18.1K followers, [---] engagements

"Not going to lie - $BTC worries me here. And I say that as a Bitcoin bull. But the price evidence is overwhelmingly bearish and we can't ignore that: 1.) We lost the Fourth Halving Cycle uptrend channel. Ever since the bull market began in late [----] BTC has formed a solid uptrend channel on a logarithmic scale. On multiple occasions BTC dropped to the bottom-side of this uptrend channel bounced off it and the bull market continued. But as of this past week that pattern has broken. BTC dropped to the bottom-side of its Fourth Halving Cycle uptrend channel and knifed through the support line"
X Link 2026-02-05T21:57Z 18.1K followers, [--] engagements

"- Metals flash crash is a buy-the-dip opportunity. $SLV $AG- SpaceX/xAI merger signals Elon's push for orbital compute dominance. - AI Superwar consolidation continues. Elon OpenAI empire Googleopoly driving spending. - SaaS-mageddon threatens the middle layer. Avoid $ADBE $CRM despite near-term bounce potential. - High-conviction software exceptions: $PLTR on strong earnings $AXON on wide moat. - Supply chain/Hardware boom: $SNDK $WDC $STX $MU surging YTD. - Space infrastructure play $ASTS rallies on orbital compute sector interest. - Warsh Fed pick creates yield curve steepener and anti-QE"
X Link 2026-02-05T21:59Z 18.2K followers, [---] engagements

"From the $GOOGL conference call last night: About 50% of our code is written by AI coding agents. No wonder Challenger just reported the worst January for the job market since [----]. Most layoffs for any January since [----] + fewest hires for any January since [----]. The AI Jobs Apocalypse has quietly arrived. https://twitter.com/i/web/status/2019533036690317552 https://twitter.com/i/web/status/2019533036690317552"
X Link 2026-02-05T22:06Z 18.1K followers, [---] engagements

"Listen I don't care what the pundits and Chicken Littles say about AI "overspending" that was a really good quarter from $GOOGL which proves that all their AI spending is paying off -- so management is very smartly deciding they need to spend a bunch more. They beat on pretty much everything in their Q4 numbers with revenue growth accelerating across the board. The biggest acceleration is in the Google Cloud business which saw revenues jump 48% year-over-year. That's absurd. Through the first [--] years of the AI Boom Google Cloud was a 20-35% revenue grower. Then suddenly this past quarter it"
X Link 2026-02-05T22:07Z 18.1K followers, [--] engagements

"The $QCOM report admittedly is ugly. But call me crazy - I'm still bullish. Qualcomm right now is the AI company that isn't growing. Revenues up just 5% in the quarter and expected to drop next quarter with gross margins and operating margins both compressing. That's because while Qualcomm has exposure to some high-growth AI verticals those verticals are not yet big enough to offset weakness in the core handset business which itself is a victim of AI spending. Long story short both AI datacenters and smartphones need a lot of memory and right now the datacenters are sucking all of the oxygen"
X Link 2026-02-05T22:08Z 18.1K followers, [--] engagements

"I really like that $SYM report because of one word: Software. Symbotic has never had a demand problem. The backlog sits at $22.3B. They're turning that backlog into projects and revenues. Revenues rose 29% this past quarter. They've generally risen 20% in every quarter for the past several years. The demand for warehouse robotics is huge and SYM is the best game in town and only getting better with all their data (2B cases processed in [----] + 200mm miles logged last year). So the demand/revenue/topline picture here has been still is and will remain very healthy. The question marks surrounding"
X Link 2026-02-05T22:08Z 18.1K followers, [---] engagements

"Prediction markets keep expanding. Backpack exchange (ex-FTX/Alameda founders) is launching Unified Prediction Portfolio. The native tokenized system allows you to allocate capital across predictions and other positions within a single margin account. You can quote on predictions get filled then immediately hedge on perps. No fragmented balances. No locked capital for event duration. Much more efficient than traditional prediction markets. Backpack joins Coinbase (Kalshi partnership) MetaMask (Polymarket) and $HOOD in this space. Robinhood launched prediction contracts in late [----] with"
X Link 2026-01-20T01:37Z 18.2K followers, [--] engagements

"Greenland deal stabilizes markets by averting potential tariff wars - De-dollarization fuels rally in hard assets $GLD and $SLV- Buy pullbacks in AI-critical copper and lithium miners $ALB- Strong earnings from $STX and $ASML confirm vigorous AI spending - $NVDA's stake in $CRWV signals support for neo-cloud players $APLD $IREN- Massive capital raises for OpenAI refute bankruptcy fears boosting sentiment - US government stake in rare earths creates buying opportunity for $MP- Bet on state-backed sectors like chips $GFS and nuclear $OKLO https://twitter.com/i/web/status/2016955798728167432"
X Link 2026-01-29T19:25Z 18.2K followers, [---] engagements

"The crash in $CLS is nonsense and looks like a really good buying opportunity. The company smashed Q4 results and guided above for both Q1 and [----]. Q4 revs +44% / Q1e +51% / FY26e +37%. Q4 EPS +70% / Q1e +71% / FY26e +45%. The core AI infrastructure business here is on fire. Growing fast. Expanding margins. Scaling with hyperscaler demand. We are seeing a massive hyperscaler networking upgrade cycle to 800G and that is driving red-hot growth. That won't slow anytime soon because the next upgrade cycle to 1.6T programs are already moving from design into mass production ramps by late 2026"
X Link 2026-01-29T23:08Z 18.2K followers, [---] engagements

"Major dip-buying opportunity in AI stocks fast approaching. Previous short-term corrections in $AIQ all bottomed around the same level. -10% drawdown from the highs -In between 100- and 200-day moving averages -RSI between [--] and [--]. March [----]. October [----]. April [----]. August [----]. November [----]. They were all like that. This one should play out the same. And if so that means the bottom is very close. https://twitter.com/i/web/status/2019530994253172999 https://twitter.com/i/web/status/2019530994253172999"
X Link 2026-02-05T21:58Z 18.2K followers, [--] engagements

"To put this AI stock sell-off in context. $AIQ is down 9% over the past six days. That is the worst six-day performance for AI stocks since ChatGPT launched in late [----] excluding Liberation Day. This sell-off has been fast and furious. So too will the rebound"
X Link 2026-02-05T22:09Z 18.2K followers, [---] engagements

"$NVDA partner Hon Hai reported a Q4 sales beat with sales growth of 22% as global tech firms continued to accelerate their buildout of AI datacenters. Amidst all the geopolitical drama the AI spending boom rolls on"
X Link 2026-01-20T00:42Z 18.2K followers, [--] engagements

"NOTE: DOE-funded in collaboration with a national lab (like a good amount of the foundational AI work happening right now.) Also worth noting: the team used Claude Gemini and ChatGPT to write portions of the manuscript. No single LLM dominates every task yet and leadership shifts often enough that we continue to see experts hedge by using multiple models in parallel. https://twitter.com/i/web/status/2013424867161379032 https://twitter.com/i/web/status/2013424867161379032"
X Link 2026-01-20T01:34Z 18.2K followers, [--] engagements

"US nuclear industry buildout is accelerating. $LEU and $BWXT both announced major expansions in centrifuge manufacturing in Oak Ridge accelerating U.S. domestic uranium enrichment capabilities. Centrus is investing over $560 million to significantly expand its manufacturing output. And BWXT opened its Centrifuge Manufacturing Development Facility. The company went from breaking ground to operational in seven months under a $1.5 billion DOE contract. The question isn't whether nuclear is coming. It's how fast. And right now every sign points to faster than expected. We already have 10"
X Link 2026-01-27T01:20Z 18.2K followers, [---] engagements

"The big post-earnings $RMBS drop looks like an opportunity to me. The company reported fabulous Q4 numbers that blew estimates out of the water but guided light on Q1 due to a "supply chain hiccup". They had a back-end mfg issue at an OSAT identified in Q4. The root cause was found and corrective actions were implemented. They quarantined and re-screened potentially impacted material and that is creating a Q1 capacity squeeze with the hit being worth "low double digit million" of dollars. They expect inventory to rebuild by end of Q1 and a return to strong growth in Q2. The market is treating"
X Link 2026-02-04T02:48Z 18.2K followers, [---] engagements

"I like the set-up here in $SLV. Structural de-dollarization + metals demand supercycle from AI datacenter buildout = tons of money converging on finite supply in the metals complex to squeeze prices higher throughout [----]. The long-term set-up here is attractive. Short-term SLV has dropped to its 50-day moving average with and RSI of [--]. Ever since the parabolic surge higher started in May [----] this is where SLV has bottomed. It bottomed at its 50-day with a [--] RSI in July [----] and November [----]. I think it'll do the same here in February 2026."
X Link 2026-02-05T22:05Z 18.2K followers, [---] engagements

"Strong Q2 report from $COHR confirms the AI bull thesis although broader risk-off sentiment is weighing on the stock. Beat numbers across the board. Revenues +17%. Datacenter revenues +33%. Both accelerating. Book-to-bill ratio in the DC business exceeded 4X. Gross margins +80bps. Operating margins +150bps. EPS +36%. Big growth + big margin expansion = big winner. 800G is driving all the growth now. But transition to 1.6T transceivers is underway and ramping significantly. That + the company's new 6-inch Indium Phosphide production lines (the world's first ever) should power accelerating"
X Link 2026-02-05T22:07Z 18.2K followers, [---] engagements

"The Q3 $ARM earnings report reinforces the bull thesis that the shift in the AI compute market to inferencing will provide a massive tailwind for Arm's business. Datacenter royalty revenues rose more than 100% YoY in the quarter with mgmt saying that this will become the core part of Arm's business within a few quarters. The big growth is being driven by the shift in AI compute from training to inferencing. Long story short AI inference is becoming increasingly agent-based (persistent always-on bots). These workloads prioritize energy efficiency and high core counts - areas where Arm-based"
X Link 2026-02-05T22:09Z 18.2K followers, [---] engagements

"Until those bars go down AI stocks will keep going up"
X Link 2026-02-09T22:05Z 18.2K followers, [---] engagements

"Not an AI Bubble but a Human Bubble"
X Link 2026-02-10T20:21Z 18.2K followers, [---] engagements

"Moltbook Is an AI-Only Social Network and a Warning for Software Stocks Autonomous agents just built a society. Investors should focus on what they didn't need. Moltbook is the first major example of an AI-only social network where autonomous agents create content"
X Link 2026-02-06T22:08Z 18.2K followers, [---] engagements

"I am seeing an absurd amount of posts about AI agents doing this job and that job and cutting costs here and there. People aren't paying enough attention to this. The real AI has arrived. The AI that can do your job better than you for a fraction of the cost. The AI that can be a lawyer a doctor a financial analyst a banker an accountant etc. That AI has arrived. Right now companies are using that AI for "efficiency gains." Not much firing going on because no company wants to fire people. But push come to shove in a recession they will fire people. Which is why whenever the next recession"
X Link 2026-02-06T22:09Z 18.2K followers, [---] engagements

"Looks like a super buyable bounce in AI stocks to me. We got a 10% sell-off in $AIQ with the RSI dropping to nearly [--] and now we are seeing a bounce off the 150-day moving average with a rapidly re-converging MACD below the zero-line. Very similar to October [----] August [----] and November [----] precedents. And those were excellent AI stock buying opportunities. $NVDA $AMZN $MSFT $MU $PLTR $AMD $ORCL $AVGO $META $GOOGL $CRWV $TSLA $AAPL"
X Link 2026-02-09T22:03Z 18.2K followers, [---] engagements

"No lead is safe. $GOOGL $MSFT $AMZN"
X Link 2026-02-10T20:18Z 18.2K followers, [---] engagements

"$AMZN got clearance for another [----] LEO satellites. Space competition is heating up on multiple fronts -- constellations launch ground infrastructure. More competition means more capex. Meanwhile BryceTech data shows non-VC investment in space startups hit its highest level since [----]. Space stocks are taking a breather this month but with plenty of catalysts ahead that won't last long. $UFO"
X Link 2026-02-12T16:43Z 18.2K followers, [---] engagements

"Some sovereign AI news from the past six months or so: Sweden - Mistral AI announced a 1.2B investment with EcoDataCenter to build AI data center capacity iBorlnge - Berget AI raised 2.1M for a sovereign AI stack - Swedish consortium $AZN $ERIC Saab SEB + Wallenberg Investments partnered with $NVDA to build Swedish AI infrastructure capacity Denmark - Netcompany/DCAI promoted a sovereign European AI solution for the Danish public sector - Denmark's Magne sovereign quantum computer project QuNorth involves Atom Computing (hardware) & $MSFT (software) India - Sarvam AI signed an MoU with Odisha"
X Link 2026-02-12T16:43Z 18.2K followers, [---] engagements

"That's a pretty soft January CPI inflation report which suggests to me that the "inflation problem" isn't much of a problem anymore. Headline inflation rate at 2.4%. Prices only up 0.17% in January. Softest January inflation numbers in 3+ years. Given current trends I think inflation likely stabilizes in the lower to mid 2s. Were not going back to 2% flat or lower -- the commodity supercycle is too hot for that. But we're not going to accelerate back to the 3s because the demand just isn't there for that either. So inflation stays flat around low to mid 2s and that's "low enough" to get Warsh"
X Link 2026-02-13T20:25Z 18.2K followers, [---] engagements

"I'm bullish. But this is concerning. When tons of stocks are blowing up but the overall market remains close to highs that's a pretty bearish signal. Same thing happened at top of Dot Com Boom"
X Link 2026-02-13T20:27Z 18.2K followers, [---] engagements

"Notable custom silicon progress being made at OpenAI. OpenAI's new Codex-Spark model is their first built for ultra-fast inference. Runs entirely on Cerebras WSE-3 hardware. Not $NVDA GPUs. Codex-Spark delivers 1000+ tokens per second for workflows demanding extremely low latency. OpenAI says GPUs remain foundational for training and cost-effective inference but this carves out a new tier. Exactly what we've been tracking. Hyperscalers are building multi-vendor compute stacks optimized by workload. Training and general inference on GPUs. Latency-sensitive inference on custom silicon. This"
X Link 2026-02-13T23:37Z 18.2K followers, [---] engagements

"First it was gold. $GLD Then it was silver. $SLV Now it is platinum. $PPLT Next it is palladium. $PALL The precious metals supercycle is showing no signs of fatigue. Ride the wave"
X Link 2026-01-23T22:40Z 18.2K followers, [---] engagements

"U.S. shoots down Iranian drone approaching aircraft carrier. The global geopolitical chessboard is getting messy. And that means higher oil prices. Which is why I'm bullish on oil stocks in [----] (and I'm almost never bullish on oil stocks). $XOP $SLB $HAL $VLO $MPC $XOM $CVX"
X Link 2026-02-04T02:45Z 18.2K followers, [---] engagements

"Anthropic launches Claude Opus [---] a new AI model that is capable of conducted detailed financial research that would normally take a person days to complete. And $IGV tumbles another 3%+. SaaSmageddon continues. Software stocks have dropped 30% in [--] months. They haven't been this oversold as a group since late [----]. At some point this stops and we get a face-ripping short-term reversal higher. But frankly I'm not sure when. and between now and that "ultimate bottom" we could fall a lot farther. As I like to say don't buy dips -- buy rebounds. $SAP $CRM $PLTR $PANW $CRWD $SNPS $FTNT $ZS $MDB"
X Link 2026-02-06T00:52Z 18.2K followers, [---] engagements

"$AMZN boosting 2026e capex guide to $200B. Hyperscale [--] 2026e capex now sits at $710B. That is almost $2B per day. The recipients of all that money - AI supply chain stocks - are getting crushed right now. But they should be soaring"
X Link 2026-02-06T00:52Z 18.2K followers, [---] engagements

"Metals flash crash is a buy-the-dip opportunity. $SLV $AG- SpaceX/xAI merger signals Elon's push for orbital compute dominance. - AI Superwar consolidation continues. Elon OpenAI empire Googleopoly driving spending. - SaaS-mageddon threatens the middle layer. Avoid $ADBE $CRM despite near-term bounce potential. - High-conviction software exceptions: $PLTR on strong earnings $AXON on wide moat. - Supply chain/Hardware boom: $SNDK $WDC $STX $MU surging YTD. - Space infrastructure play $ASTS rallies on orbital compute sector interest. - Warsh Fed pick creates yield curve steepener and anti-QE"
X Link 2026-02-06T00:55Z 18.2K followers, [---] engagements

"It just won't stop Commercial real estate stocks crashing now on fears that AI will replace workers and leave behind empty offices $CBRE experiencing third biggest drop ever with bigger drops only seeing during Covid and GFC And trucking + logistics firms crashing too on new AI tools for freight volume optimization. $CHRW $RXO $JBHT $XPO $EXPD all crashing. The AI disruption wave is speeding up and spreading like wildfire. The market is scared to death that AI will obsolete so many jobs companies and whole sectors. And the market is usually ahead of the real world"
X Link 2026-02-13T07:34Z 18.2K followers, [---] engagements

"SaaSpocalypse triggers structural reset and long-term repricing for software - Vertical AI integration pressures traditional SaaS middle layer valuations - Massive AI capex surge from $META $MSFT $AMZN boosts hardware - Capital flows shift to data centers chips and compute infrastructure - Global liquidity and monetary conditions shape underlying asset price dynamics - $BTC divergence from liquidity cycle signals market shift https://twitter.com/i/web/status/2022213656943931632 https://twitter.com/i/web/status/2022213656943931632"
X Link 2026-02-13T07:38Z 18.2K followers, [---] engagements

"SaaSpocalypse triggers structural reset and long-term repricing for software - Vertical AI integration pressures traditional SaaS middle layer valuations - Massive AI capex surge from $META $MSFT $AMZN boosts hardware - Capital flows shift to data centers chips and compute infrastructure - Global liquidity and monetary conditions shape underlying asset price dynamics - $BTC divergence from liquidity cycle signals market shift https://twitter.com/i/web/status/2022214164396069229 https://twitter.com/i/web/status/2022214164396069229"
X Link 2026-02-13T07:40Z 18.2K followers, [---] engagements

"These models just keep getting better and better. Weeks after Claude Opus [---] set mind blowing records for AI reasoning Gemini launches Deep Think which blows Claude Opus [---] out of the water. We are in the AI compounding phase not an AI bubble. Which means that the indiscriminate selling on Wall Street this week is probably creating some pretty good opportunities in AI supply chain stocks. $AMAT $ANET $NVDA $AMD $AVGO $VRT $KLAC"
X Link 2026-02-13T20:21Z 18.2K followers, [---] engagements

"Two big self-driving updates today: Aurora $AUR is expanding autonomous trucking to Phoenix. They're targeting [---] autonomous trucks on the road by EOY and already booked through Q3 [----]. Route network now includes: - Dallas-Houston - Fort Worth-El Paso - El Paso-Phoenix - Fort Worth-Phoenix - Laredo-Dallas $GOOGL launched Waymo 6th gen -- 42% fewer sensors 50%+ lower unit cost to under $20K better camera performance. Quality up costs down. This is what Google does best. Scale next-gen tech while driving costs down. They're doing it with AI models (cheaper and better than other SoTA models)."
X Link 2026-02-13T20:29Z 18.2K followers, [---] engagements

"With the 10yr diving down to 4% I really like the set-up in buying the dip in long duration assets here"
X Link 2026-02-17T18:47Z 18.2K followers, [--] engagements

"This is just wow. First time ever really that $IGV has diverged so much from $QQQ. Maybe this time is different. I think software is due for a dead cat bounce soon. But long term the outlook for most software stocks is pretty terrible right now. Some exceptions to that rule: $PLTR $AXON $IOT $PANW $CRWD"
X Link 2026-02-17T18:49Z 18.2K followers, [--] engagements

"If you don't think that AI is killing jobs then you arent paying attention to the data. And this trend will spread beyond software to finance sales hospitality etc as AI gets better and better"
X Link 2026-02-17T18:51Z 18.2K followers, [--] engagements

"With the 10yr diving down to 4% I really like the set-up in buying the dip in long duration assets here"
X Link 2026-02-17T18:47Z 18.2K followers, [--] engagements

"SaaSpocalypse triggers structural reset and long-term repricing for software - Vertical AI integration pressures traditional SaaS middle layer valuations - Massive AI capex surge from $META $MSFT $AMZN boosts hardware - Capital flows shift to data centers chips and compute infrastructure - Global liquidity and monetary conditions shape underlying asset price dynamics - $BTC divergence from liquidity cycle signals market shift https://twitter.com/i/web/status/2022214164396069229 https://twitter.com/i/web/status/2022214164396069229"
X Link 2026-02-13T07:40Z 18.2K followers, [---] engagements

"Not an AI Bubble but a Human Bubble"
X Link 2026-02-10T20:21Z 18.2K followers, [---] engagements

"No lead is safe. $GOOGL $MSFT $AMZN"
X Link 2026-02-10T20:18Z 18.2K followers, [---] engagements

"Until those bars go down AI stocks will keep going up"
X Link 2026-02-09T22:05Z 18.2K followers, [---] engagements

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