# ![@4PFinance Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1511424418693615616.png) @4PFinance Emma $BTC $IONQ

Emma $BTC $IONQ posts on X about $ionq, bitcoin, ai, $path the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1511424418693615616/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1511424418693615616/c:line/m:interactions.svg)

- [--] Week [------] +87%
- [--] Month [------] +91%
- [--] Months [-------] +385%
- [--] Year [-------] +630%

### Mentions: [--] [#](/creator/twitter::1511424418693615616/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1511424418693615616/c:line/m:posts_active.svg)

- [--] Month [--] -66%
- [--] Months [---] +167%
- [--] Year [---] +101%

### Followers: [---] [#](/creator/twitter::1511424418693615616/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1511424418693615616/c:line/m:followers.svg)

- [--] Week [---] +1.30%
- [--] Month [---] +6%
- [--] Months [---] +38%
- [--] Year [---] +103%

### CreatorRank: [---------] [#](/creator/twitter::1511424418693615616/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1511424418693615616/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  92% [stocks](/list/stocks)  33% [finance](/list/finance)  31% [technology brands](/list/technology-brands)  21% [countries](/list/countries)  10% [celebrities](/list/celebrities)  3% [automotive brands](/list/automotive-brands)  3% [exchanges](/list/exchanges)  1%

**Social topic influence**
[$ionq](/topic/$ionq) #62, [bitcoin](/topic/bitcoin) 15%, [ai](/topic/ai) 14%, [$path](/topic/$path) 14%, [ceo](/topic/ceo) 13%, [$app](/topic/$app) 10%, [in the](/topic/in-the) 8%, [$rklb](/topic/$rklb) 8%, [stocks](/topic/stocks) 7%, [china](/topic/china) 7%

**Top accounts mentioned or mentioned by**
[@saylor](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@werkman](/creator/undefined) [@karelmercx](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@hanscashflow](/creator/undefined) [@niccarter](/creator/undefined) [@1914ad](/creator/undefined) [@adrian](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@dampedspring](/creator/undefined) [@dmxinc](/creator/undefined) [@jvisserlabs](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@daninvestings](/creator/undefined) [@daveweisberger1](/creator/undefined) [@joecarlasare](/creator/undefined) [@ionqinc](/creator/undefined) [@lovinapplovin](/creator/undefined) [@yeahdrdave](/creator/undefined)

**Top assets mentioned**
[IonQ, Inc. (IONQ)](/topic/$ionq) [Bitcoin (BTC)](/topic/bitcoin) [UiPath, Inc. (PATH)](/topic/$path) [AppLovin Corporation (APP)](/topic/$app) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Iris Energy Limited (IREN)](/topic/$iren) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Metadium (META)](/topic/$meta) [Salesforce Inc (CRM)](/topic/$crm) [ZetaChain (ZETA)](/topic/$zeta) [Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$IONQ Defense tech stocks move higher as $15 billion cyber budget targets quantum threats. The USA News Group commentary states: "This massive change in national security creates opportunity" for QSE IONQ BAH PANW GOOGL"  
[X Link](https://x.com/anyuser/status/2016929968346059224)  2026-01-29T17:42Z [---] followers, [----] engagements


"$IONQ has strong fundamentals & strong tailwinds which is being obscured by backward looking short reports & general market jitteriness over AI overspending. When we get an announcement thats when the repricing happens and it will rip like crazy 🚀 $IONQ The market is sleeping on this draft executive order. The White House (along with the DOE DOD and Commerce Department) are about to throw their weight behind a new national quantum champion and I believe its clear they have already chosen IONQ. Heres why: [--]. Creation $IONQ The market is sleeping on this draft executive order. The White House"  
[X Link](https://x.com/anyuser/status/2019560474841608444)  2026-02-05T23:55Z [---] followers, [----] engagements


"Dr Chris Ballance President of Quantum Computing at Oxford Ionics/ $IONQ discussing the path to fault-tolerant quantum computing: https://youtu.be/HcaMXSGX1pssi=shrmCspVWm2R_vsQ https://youtu.be/HcaMXSGX1pssi=shrmCspVWm2R_vsQ"  
[X Link](https://x.com/4PFinance/status/2020415723286483084)  2026-02-08T08:33Z [---] followers, [---] engagements


"$IONQ quantum will economically disrupt many sub sectors - first ones likely to be: [--]. Bitcoin/cryptocurrent price stall may partially be due to market pricing in this risk. [--]. Data centershybrid compute ala Jensens NVQLink will gradually slow demand for large data centers. IonQ CEO Niccolo de Masi leads quantum firm's rapid growth. Intel won the CPU wars Nvidia won the GPU wars were going to win the QPU wars he told me. We will start to break encryption [--] quarters from now not [--] years from now. https://t.co/ObOzDnBczj IonQ CEO Niccolo de Masi leads quantum firm's rapid growth. Intel won"  
[X Link](https://x.com/4PFinance/status/1985415051524858091)  2025-11-03T18:33Z [---] followers, [----] engagements


"Im long $SKYT and very long $IONQ. On the surface this looks like a bad deal for SKYT but a logical reason why they agreed to it may be that they believe the $20 in IONQ shares for each SKYT share is substantially more valuable than its currently priced at. @SJCapitalInvest $SKYT SkyWater I am skeptical and disappointed in this deal. I suspect this was forced by the private equity owners (Oxbow Industries) for a quick cash out. This sale is a thesis breaker for me. I see $IONQ as using retail investor money to "fake it till you make it". I also $SKYT SkyWater I am skeptical and disappointed"  
[X Link](https://x.com/4PFinance/status/2015857453368541228)  2026-01-26T18:40Z [---] followers, [----] engagements


"@dampedspring Is $IONQ cheap yet Well among other things there's also the gov backing to support the quantum ecosystem: https://x.com/NextgovFCW/status/2019150722130923796s=20 Draft quantum order tasks many agencies with reinvigorating the techs development https://t.co/idiWBCONbc https://x.com/NextgovFCW/status/2019150722130923796s=20 Draft quantum order tasks many agencies with reinvigorating the techs development https://t.co/idiWBCONbc"  
[X Link](https://x.com/4PFinance/status/2019509449883545677)  2026-02-05T20:32Z [---] followers, [---] engagements


"@KarelMercx @dmxinc Maybe but there's more & more breakthroughs in quantum tech in the news + the US gov is backing the ecosystem. So questions about Bitcoin's security will continue until they upgrade the protocol. https://x.com/4PFinance/status/2019528831712035174s=20 @DzambhalaHODL Ok but most people aren't sure so they hold back on buying plus some long-term holders (like I was) sell because they believe the quantum risk is imminent so that puts further downward pressure on price. The gov is backing acceleration of quantum: https://t.co/U0iZyHMMjw"  
[X Link](https://x.com/4PFinance/status/2019530522859553160)  2026-02-05T21:56Z [---] followers, [---] engagements


"IONQs updated roadmap: BREAKING: With the acquisition of $SKYT $IONQ further accelerates its quantum computing roadmap by another full year 🤯 [----] specs from the last update are pulled forward to [----] Given this ambitious ramp I think we're definitely gonna see the 256-qubit machine within months https://t.co/hsOMzGUxdC BREAKING: With the acquisition of $SKYT $IONQ further accelerates its quantum computing roadmap by another full year 🤯 [----] specs from the last update are pulled forward to [----] Given this ambitious ramp I think we're definitely gonna see the 256-qubit machine within months"  
[X Link](https://x.com/4PFinance/status/2020414382875062442)  2026-02-08T08:28Z [---] followers, [---] engagements


"@mattshumer_ What do you think of the Stanford paper about LLMs reasoning failures 🚨 Holy shit Stanford just published the most uncomfortable paper on LLM reasoning Ive read in a long time. This isnt a flashy new model or a leaderboard win. Its a systematic teardown of how and why large language models keep failing at reasoning even when benchmarks say https://t.co/ozu3tfGADI 🚨 Holy shit Stanford just published the most uncomfortable paper on LLM reasoning Ive read in a long time. This isnt a flashy new model or a leaderboard win. Its a systematic teardown of how and why large language"  
[X Link](https://x.com/4PFinance/status/2021360836166713792)  2026-02-10T23:09Z [---] followers, [---] engagements


"@CarsonTalkMoney @HansCashFlow Hans is right. Saas is not safe anymore even $MSFT. They will be forced to lower their prices to compete with AI native products so their valuations are being compressed to reflect that coming reality"  
[X Link](https://x.com/4PFinance/status/2022001127823380522)  2026-02-12T17:33Z [---] followers, [--] engagements


"@CarsonTalkMoney @HansCashFlow I'm not buying software in fact I sold what I had. Not arguing just trying to help you see different analysis so you can get out before you lose more $. GOOG is different they pivoted & they have a large moat due to their own AI model + hardware + data. Good luck"  
[X Link](https://x.com/4PFinance/status/2022009708673171668)  2026-02-12T18:07Z [---] followers, [--] engagements


"@Joseph_Kearney Just a layperson here but I agree with you that the quantum risk is partly to blame for the market souring on Bitcoin and crypto. Understandably so especially for institutional investors. Curious what your estimated timeline is for Q day"  
[X Link](https://x.com/4PFinance/status/2022168945223159868)  2026-02-13T04:40Z [---] followers, [--] engagements


"$IONQ is building a fortress of a company - I'm confident a turnaround is close. Katie Arrington: Big things are coming for IONQ.you'll be seeing some stuff in the coming days and weeks. 👀ER 2/25/26. Added ITM leaps today even though I'm down 30% on the position. $IONQ Wow listen to Katie Arrington (Former CIO at DOW) talk about her first week at IONQ: "Big things are coming for IONQ keep on the news wire you'll be seeing some stuff in the coming days and weeks that are really going to blow your mind and you'll understand why I $IONQ Wow listen to Katie Arrington (Former CIO at DOW) talk"  
[X Link](https://x.com/4PFinance/status/2022031729343832564)  2026-02-12T19:35Z [---] followers, [----] engagements


"$IONQ [----] roadmap acceleration: "200000 qubit QPUs enabling [----] logical qubits expected to start functional testing in 2028". IonQ - Investor Relations As Ive been saying were two orders of magnitude away. Are you feeling lucky As Ive been saying were two orders of magnitude away. Are you feeling lucky"  
[X Link](https://x.com/4PFinance/status/2022394972079841283)  2026-02-13T19:38Z [---] followers, [----] engagements


"$IONQ is building a fortress and a better risk/reward than a year ago yet the market is not pricing in the asymmetric opportunity that it is. 🤔 Very undervalued @ $43 so I sold puts/bought leaps even though I'm at max target allocation. STRATEGIC ACQUISITION TIMELINE: $3.95B Investment Building Vertical Integration Eight acquisitions in [--] months (January [----] - January 2026) constructed the only fully integrated quantum platform globally: Disclosed Transactions ($2.15B): Qubitekk (Jan 2025): $22M - https://t.co/CbUcLwJly6 STRATEGIC ACQUISITION TIMELINE: $3.95B Investment Building Vertical"  
[X Link](https://x.com/anyuser/status/2016986048300245305)  2026-01-29T21:25Z [---] followers, [----] engagements


"$AMZN and $GOOG ramping up capex in [----] is surely due to the tax rule in the BBB that allows for 100% depreciation in year one. https://x.com/MilkRoadMacro/status/2019477769906700401s=20 $AMZN and $GOOG alone will spend $380B in CAPEX this year Yet the market is dumping data center proxies Make it make sense https://t.co/EqsFVJfXHt https://x.com/MilkRoadMacro/status/2019477769906700401s=20 $AMZN and $GOOG alone will spend $380B in CAPEX this year Yet the market is dumping data center proxies Make it make sense https://t.co/EqsFVJfXHt"  
[X Link](https://x.com/anyuser/status/2019524991977681404)  2026-02-05T21:34Z [---] followers, [---] engagements


"$IONQ s tagline: Quantum is Now is spot on. The breakthroughs are happening: Objects as big as a protein can be in two places at once 🤯 Researchers have observed the most massive objects ever to enter a superposition a quantum state in which the objects can potentially exist in multiple locations at the same timesmashing the previous record by a factor of [--]. https://t.co/2qsR18P1v8 @NewsfromScience Researchers have observed the most massive objects ever to enter a superposition a quantum state in which the objects can potentially exist in multiple locations at the same timesmashing the"  
[X Link](https://x.com/anyuser/status/2019649806147416379)  2026-02-06T05:50Z [---] followers, [----] engagements


"Get ready Slowly then suddenly $IONQ Great to see the White House prioritizing quantum innovation. A whole-of-government approach will accelerate development and help build our information dominance on the battlefield and beyond. The future is quantum and speed is key https://t.co/Szit1JlZVv Great to see the White House prioritizing quantum innovation. A whole-of-government approach will accelerate development and help build our information dominance on the battlefield and beyond. The future is quantum and speed is key https://t.co/Szit1JlZVv"  
[X Link](https://x.com/anyuser/status/2019877296602247675)  2026-02-06T20:54Z [---] followers, [----] engagements


"🚨 $IONQ ceo De Masi to the Washington Business Journal: We will start to break encryption [--] quarters from now not [--] years from now. 🚨Bitcoins security may be at risk by [----] Dont ignore - research @CathieDWood @wintonARK @saylor @fundstrat @jvisserlabs @nic_carter IonQ CEO Niccolo de Masi shares how IonQ is leading the global race in quantum computing in the Washington Business Journal. Intel won the CPU wars. Nvidia won the GPU wars. IonQ will win the QPU wars. An informative read: https://t.co/l18Ex8orNO IonQ CEO Niccolo de Masi shares how IonQ is leading the global race in quantum"  
[X Link](https://x.com/4PFinance/status/2020411686990348396)  2026-02-08T08:17Z [---] followers, [----] engagements


"$IONQ ceo on $SKYT acquisition: The fact that Skywater is taking the bulk of the acquisition price in IonQ stock is a validation he noted. "They have done a lot of reverse due diligence on us." [---] SEC filing 1/30/26 IonQ - Financials - SEC Filings - SEC Filings Details"  
[X Link](https://x.com/4PFinance/status/2020978949212471710)  2026-02-09T21:51Z [---] followers, [----] engagements


"$APP reported blow out numbers growing 66% yoy with ebitda margin at 84%. Rule of [--] score is now [---] beating Palantir at [---]. But the stock is down 18% at $372 🥺 Market is absolutely bonkers Will not be surprised if up 25% tomorrow 🙃 $APP earnings snapshot: https://t.co/bNvKc2ql4l $APP earnings snapshot: https://t.co/bNvKc2ql4l"  
[X Link](https://x.com/anyuser/status/2021988821437731018)  2026-02-12T16:44Z [---] followers, [---] engagements


"$GOOG is firing on all cylinders overtaking the other model's performance.😮 Congrats to Sundar & the Google team for the spectacular results. Started a position today at $309.37. [--] dma $322.22 [---] dma $242.20. Gemini [--] Deep Think is getting a significant upgrade. Weve refined Deep Think in close partnership with scientists and researchers to tackle tough real-world challenges. And its pushing the frontier across the most challenging benchmarks achieving an unprecedented 84.6% on https://t.co/5503F4FKcD Gemini [--] Deep Think is getting a significant upgrade. Weve refined Deep Think in close"  
[X Link](https://x.com/4PFinance/status/2022055457737912412)  2026-02-12T21:09Z [---] followers, [---] engagements


"@nic_carter $IONQ expects to have [------] qubits to test in 2028: https://x.com/4PFinance/status/2022394972079841283s=20 $IONQ [----] roadmap acceleration: "200000 qubit QPUs enabling [----] logical qubits expected to start functional testing in 2028". IonQ - Investor Relations https://t.co/xd6zLy89es https://x.com/4PFinance/status/2022394972079841283s=20 $IONQ [----] roadmap acceleration: "200000 qubit QPUs enabling [----] logical qubits expected to start functional testing in 2028". IonQ - Investor Relations https://t.co/xd6zLy89es"  
[X Link](https://x.com/4PFinance/status/2022395595554726134)  2026-02-13T19:40Z [---] followers, [---] engagements


"Stanford paper: LLM Reasoning Failures. I hope the Moonshot crew will discuss this paper @PeterDiamandis @DavidBlundin @salimismail @alexwg 🚨 Holy shit Stanford just published the most uncomfortable paper on LLM reasoning Ive read in a long time. This isnt a flashy new model or a leaderboard win. Its a systematic teardown of how and why large language models keep failing at reasoning even when benchmarks say https://t.co/ozu3tfGADI 🚨 Holy shit Stanford just published the most uncomfortable paper on LLM reasoning Ive read in a long time. This isnt a flashy new model or a leaderboard win. Its"  
[X Link](https://x.com/4PFinance/status/2021346090180841671)  2026-02-10T22:10Z [---] followers, [---] engagements


"@Cat_States $IONQ fan here Dont worry we wont get mad well just get even 😂 And very soon too"  
[X Link](https://x.com/4PFinance/status/2022789156603334659)  2026-02-14T21:44Z [---] followers, [---] engagements


"Portfolio: $BTC & proxies down to 1% until quantum issue is resolved. High allocation=high conviction cash=hedge $IONQ $RKLB $ASTS bets on the future high risk/high reward. $APP $PATH raking in the $$ making hay from AI. $IREN $EOSE short term plays also making AI hay"  
[X Link](https://x.com/4PFinance/status/1989817540261109818)  2025-11-15T22:07Z [---] followers, [---] engagements


"$IONQ is ahead of every other quantum company & ramping up quickly to meet the challenges of the future The @DeptofWars New Critical Technology Areas: 🤖 Applied Artificial Intelligence ⚛ Quantum & Battlefield Information Dominance 🧬 Biomanufacturing 🚛 Contested Logistics Technologies ⚡ Scaled Directed Energy 🚀 Scaled Hypersonics Technological dominance loading The @DeptofWars New Critical Technology Areas: 🤖 Applied Artificial Intelligence ⚛ Quantum & Battlefield Information Dominance 🧬 Biomanufacturing 🚛 Contested Logistics Technologies ⚡ Scaled Directed Energy 🚀 Scaled Hypersonics"  
[X Link](https://x.com/4PFinance/status/1990485083737002388)  2025-11-17T18:20Z [---] followers, [----] engagements


"$IONQ CEO Niccolo De Masi: "We also provide quantum key distribution and we do that both on the ground and up in the heavens. Quantum key distribution is effectively quantum cybersecurity" Market cap of just one cybersecurity company $CRWD is $134bn.🤔 IonQ CEO Niccolo de Masi joined @BloombergTVs Wall Street Week to discuss the exponential progress of quantum and the real-world impacts were delivering today. From breakthroughs across materials logistics finance and pharma to exponential hardware gains IonQ remains the IonQ CEO Niccolo de Masi joined @BloombergTVs Wall Street Week to discuss"  
[X Link](https://x.com/4PFinance/status/1990498077397168238)  2025-11-17T19:11Z [---] followers, [----] engagements


"@orangeyield @ActuallyClimber @mikewmunz @IIICapital Quantum threat to Bitcoin could lead to $BTC price collapsing unless consensus is reached & upgrade implemented ASAP. Consensus is difficult & time-consuming - just look at the infighting over spam filters. Watch Preston Pysh's recent video on this topic. https://www.youtube.com/watchv=dFknx-mRmKE https://www.youtube.com/watchv=dFknx-mRmKE"  
[X Link](https://x.com/4PFinance/status/1990524086003642436)  2025-11-17T20:54Z [---] followers, [--] engagements


"@StockMarketNerd $PATH is undervalued"  
[X Link](https://x.com/4PFinance/status/1990828191129481378)  2025-11-18T17:03Z [---] followers, [---] engagements


"@nic__carter @hosseeb If crypto community & folks like Aaronson were not in their echo chambers & had followed quantum companies/news theyd know some CEOs are saying [----] is possible to crack encryption. Simply follow $IONQ on X and youll see the steady flow of news re: advances in quantum tech. I've been researching quantum stocks & discovering that quantum tech is advancing at breakneck speed. Some CEO's say cracking encryption could happen as early as [----]. Very alarming for Bitcoin & crypto in general but crickets from the crypto community. https://t.co/7WFSTsC9Uo I've been researching"  
[X Link](https://x.com/4PFinance/status/1990988012407435664)  2025-11-19T03:38Z [---] followers, [---] engagements


"If you don't get the thesis on $PATH after all the replies to your questions & @jakebrowatzke curated list of content on it then it's probably not for you. Satoshi: "If you don't believe me or don't get it I don't have time to try to convince you sorry." Why Im struggling to get excited about $PATH - space is too hot and sales guys have been hard selling I will fix your problem software for [--] years. Execs and decision makers have hundreds of solicitations for the next thing. How do they know what to look at https://t.co/Q42Fri4XpM Why Im struggling to get excited about $PATH - space is too"  
[X Link](https://x.com/4PFinance/status/1991209114236793279)  2025-11-19T18:17Z [---] followers, [---] engagements


"Vying for Quantum Supremacy: U.S.-China Competition in Quantum Technologies 11/18/25: The Commission recommends Congress should "provide significant funding for US quantum development." Quantum = national security imperative. $IONQ https://www.uscc.gov/research/vying-quantum-supremacy-us-china-competition-quantum-technologies#_Toc214309252 https://www.uscc.gov/research/vying-quantum-supremacy-us-china-competition-quantum-technologies#_Toc214309252"  
[X Link](https://x.com/4PFinance/status/1991677856976629875)  2025-11-21T01:19Z [---] followers, [----] engagements


"@jiahanjimliu @DanInvestings Is TPU bearish for $IREN"  
[X Link](https://x.com/4PFinance/status/1993207590638207418)  2025-11-25T06:38Z [---] followers, [---] engagements


"@jiahanjimliu @DanInvestings I hope IREN management moves fast and locks in more contracts while the iron is hot. Data center demand may plateau sooner than we expect. Quantum computing needs 1/10th the energy & less space; AI could solve energy problem & Elon talks about data centers in space etc"  
[X Link](https://x.com/4PFinance/status/1993216853993570404)  2025-11-25T07:15Z [---] followers, [---] engagements


"$IONQ Niccolo de Masi keynote on the Quantum Renaissance - World Strategic Forum [----]. https://youtu.be/ehKrip3-zkIsi=VIYHfQuW8cF2I0gd https://youtu.be/ehKrip3-zkIsi=VIYHfQuW8cF2I0gd"  
[X Link](https://x.com/4PFinance/status/1993553691962651084)  2025-11-26T05:33Z [---] followers, [---] engagements


"@nic_carter Excellent. Glad you are raising the alarm on the quantum threat to Bitcoin and the urgency to act asap"  
[X Link](https://x.com/4PFinance/status/1993800913698607503)  2025-11-26T21:55Z [---] followers, [---] engagements


"@EndicottInvests I just think how much more productive I am using ChatGPT Grok Gemini & extrapolate that out to the entire economy. Theres huge unrealized productivity gains we have yet to see even without any further AI advances. There may be pockets of a bubble here & there but not overall"  
[X Link](https://x.com/4PFinance/status/1995563413851021728)  2025-12-01T18:39Z [---] followers, [--] engagements


"@DAVYinvests Same added more $PATH but nowhere near your numbers 😎"  
[X Link](https://x.com/4PFinance/status/1995608995286188345)  2025-12-01T21:40Z [---] followers, [---] engagements


"$PATH solid quarter. Beats on EPS & revenue: EPS of $0.16 beats by $0.01 Revenue $411.11M beats by $18.24M Our quarterly business update: 3Q [----] revenue of $411M up 16% year-over-year with $1.782B in ARR which is growing 11% year-over-year. Read more in our full earnings release: Our quarterly business update: 3Q [----] revenue of $411M up 16% year-over-year with $1.782B in ARR which is growing 11% year-over-year. Read more in our full earnings release:"  
[X Link](https://x.com/4PFinance/status/1996337978478920064)  2025-12-03T21:57Z [---] followers, [---] engagements


"$PATH Solid quarter great solutions & secular tailwinds. But ER call missing articulation of vision the TAM or strong enthusiasm like @jakebrowatzke. Would like to see them seize the opportunity at hand & start firing on all cylinders. Andy Grove: "Only the paranoid survive". In our third quarter we delivered ARR of $1.782 billion up 11% year over year - a testament to the teams focus consistent execution and the momentum were seeing as customers scale agentic automation across the enterprise. Thank you @MorganLBrennan and @jonfortt for having In our third quarter we delivered ARR of $1.782"  
[X Link](https://x.com/4PFinance/status/1996696564912541857)  2025-12-04T21:42Z [---] followers, [---] engagements


"@tfanalytics1 I get what youre saying & agree there should be a balance. But in this day and age everything moves fast including businesses being disrupted far more quickly than in the past. Im a $PATH shareholder & obviously rooting for them to get the balance right"  
[X Link](https://x.com/4PFinance/status/1997190645078020399)  2025-12-06T06:25Z [---] followers, [---] engagements


"I gave Gemini a transcript of a YT video from 11/30/25 of the bear case on $PATH + a 2nd transcript of Jake's bull case. I asked Gemini to evaluate both & tell me which one wins. Conclusion: The bull case holds the strongest merit conditional on the success of Maestro"  
[X Link](https://x.com/4PFinance/status/1997546734692835337)  2025-12-07T06:00Z [---] followers, [---] engagements


"$IONQ Chad Sakac writing about his decision to join IONQ: Ive concluded they are on the verge of a breakthrough on compute. His article is brimming with excitement & optimism. [----] will indeed be very exciting for IONQ. Great find @TechInnovationz https://medium.com/@sakacc/ive-always-though-that-life-s-milestones-are-worth-writing-down-ba01e0b2bf67 $IonQ Welcome Chad Sakac to IonQ as SVP Quantum Field Engineering 🎉 [--] years leading teams at Dell Technologies EMC VMware Pivotal now building IonQs global go-to-market machine. 🚨But forget the resume. Read his Medium article. Its one of the"  
[X Link](https://x.com/4PFinance/status/2000991526734979265)  2025-12-16T18:08Z [---] followers, [----] engagements


"Financial historian Russell Napiers view on AI and wealth preservation: TLDR: Financial repression / capital controls are inevitable; buy gold commodities & value stocks. Understanding The AI Opportunity with Russell Napier https://youtu.be/QEjFB_yQKpAsi=2i42gS9NYNeK8one https://youtu.be/QEjFB_yQKpAsi=2i42gS9NYNeK8one"  
[X Link](https://x.com/4PFinance/status/2001000389496430617)  2025-12-16T18:44Z [---] followers, [--] engagements


"Yeah time to preserve capital macro can pull down everything. Repositioned to defensive-cash now 50% got gold for first time ever $GLD 10% reduced $IONQ $RKLB $ASTS $PATH by 50% each. Expect to add cheaper leaps when opportunity arises; sold $APP & $IREN. #wealthpreservation Cleaned up portfolio today closed [--] positions reduced options exposure. Much more comfortable. Ready to batten hatches if we see more downside. Part of the game. Markets can't go up in a straight line. If SPY takes out 50-day below will have to go from cautious to defensive. Cleaned up portfolio today closed [--] positions"  
[X Link](https://x.com/4PFinance/status/2001017456001998972)  2025-12-16T19:51Z [---] followers, [---] engagements


"@TheTechInvest More like $IREN & other neoclouds are victims of the market turning sour on data centers after Sams flippant response to Brads question on how OAI is paying for all the massive contracts. Hopefully the pendulum swings back to a more rational level soon"  
[X Link](https://x.com/4PFinance/status/2001550254764941818)  2025-12-18T07:09Z [---] followers, [---] engagements


"@DeepValueBagger Same mistake [--] days ago sold half my $RKLB at $54. Still have similar amount in HSA buy & hold account which I rarely log into. That account is beating the actively managed growth portfolio. Important lesson there. Plan to sell weekly puts on $RKLB to get back some"  
[X Link](https://x.com/4PFinance/status/2002191469537599878)  2025-12-20T01:36Z [---] followers, [---] engagements


"@1914ad @saylor Panicking is not useful; neither is downplaying the quantum threat. Search X for stocks of quantum companies e.g $IONQ $QBTS $RGTI follow daily updates watch their ceo interviews - CRQC may be here as soon as [----] yet getting consensus takes way too long. Reality not fud. $IONQ [----] Analyst Day Slide US Dept of War: Cryptographically relevant quantum computers (CRQC) may be possible in as soon as [--] years. CRQC's would break all current encryption keys - posing an existential threat to national security and the global economy." https://t.co/ko8uDG9YNx $IONQ [----] Analyst Day"  
[X Link](https://x.com/4PFinance/status/2002595981343539204)  2025-12-21T04:24Z [---] followers, [---] engagements


"@saylor How about taking the quantum threat seriously and leading the initiative to prepare for the inevitable. Consensus is the bottleneck not the tech. Otherwise Bitcoin will become collateral damage for the nation state race to quantum supremacy. Vying for Quantum Supremacy: U.S.-China Competition in Quantum Technologies 11/18/25: The Commission recommends Congress should "provide significant funding for US quantum development." Quantum = national security imperative. $IONQ https://t.co/4UXixXX02L https://t.co/Wd6BGnmRFe Vying for Quantum Supremacy: U.S.-China Competition in Quantum"  
[X Link](https://x.com/4PFinance/status/2002787207023857787)  2025-12-21T17:04Z [---] followers, [---] engagements


"Now that we got the funding announcement for the space names I think quantum funding should follow (prefer that to Dan Ives prediction of gov taking a stake). Actually surprised it hasnt happened already. Lets see $RKLB $IONQ Vying for Quantum Supremacy: U.S.-China Competition in Quantum Technologies 11/18/25: The Commission recommends Congress should "provide significant funding for US quantum development." Quantum = national security imperative. $IONQ https://t.co/4UXixXX02L https://t.co/Wd6BGnmRFe Vying for Quantum Supremacy: U.S.-China Competition in Quantum Technologies 11/18/25: The"  
[X Link](https://x.com/4PFinance/status/2002801698100957599)  2025-12-21T18:01Z [---] followers, [----] engagements


"Armchair theorist Scott Aaronson talking of "snake-oil salesman" re: public quantum companies insulting not only the CEOs but also the high caliber scientists/professionals working there. Is he jealous Cant wait for him to be proven wrong. $IONQ $QBTS If you haven't watched @QuantumBullHQ's interview of Scott Aaronson yet drop everything and watch it now https://t.co/pjIVH94pis If you haven't watched @QuantumBullHQ's interview of Scott Aaronson yet drop everything and watch it now https://t.co/pjIVH94pis"  
[X Link](https://x.com/4PFinance/status/2003003961209766064)  2025-12-22T07:25Z [---] followers, [----] engagements


"@TheMatrixDr @moninvestor @jrouldz The market humbles every investor/trader at least once. Nov [----] my leaps on $MSTR turned obscenely profitable within a week -then crashed though I still made 2x or so. Stunning change for MSTR in a year Lesson learned - price going vertical in very short time never lasts"  
[X Link](https://x.com/4PFinance/status/2003165084550594721)  2025-12-22T18:05Z [---] followers, [--] engagements


"Refining my investment strategy: * Concentrated portfolio: 4-6 max 5-30% each * Qualitative factors Quantitative * Secular tailwinds * Only the leading company in its space. * Innovative + great CEO. * Hedge: 20% cash/GLD. $IONQ $RKLB $ASTS $PATH +tiny starter positions"  
[X Link](https://x.com/4PFinance/status/2003230587612799174)  2025-12-22T22:26Z [---] followers, [---] engagements


"2025 lessons: -Stick to high conviction names avoid trading lower conviction names. -Never sell early except for a fundamental thesis change. -DCA into a position sell puts to get lower cost basis. -Position size correctly ignore macro & hold on to great stocks"  
[X Link](https://x.com/4PFinance/status/2003230693233688677)  2025-12-22T22:26Z [---] followers, [--] engagements


"@daveweisberger1 @JoeCarlasare Joe/Dave a decade is old info the tech is moving FAST with breakthroughs in [----]. The US Dept of War has warned Q day may happen by [----]. Nick is right to raise the alarm. Bitcoiners downplaying the risk could be DISASTROUS for $BTC price & adoption for many years to come. $IONQ [----] Analyst Day Slide US Dept of War: Cryptographically relevant quantum computers (CRQC) may be possible in as soon as [--] years. CRQC's would break all current encryption keys - posing an existential threat to national security and the global economy." https://t.co/ko8uDG9YNx $IONQ 2025"  
[X Link](https://x.com/4PFinance/status/2003338183556423821)  2025-12-23T05:33Z [---] followers, [--] engagements


"@daveweisberger1 @JoeCarlasare Quantum supremacy is a national security issue and the race is on between US and China. @Sr_11ss @1914ad @saylor Oh sure gloss over the quote from Dept of War Quantum tech is a national security issue -the race is against China & the US gov knows it. Bitcoin will just be collateral damage. Of course you should listen even critically to CEOs so that you know where the tech is at. @Sr_11ss @1914ad @saylor Oh sure gloss over the quote from Dept of War Quantum tech is a national security issue -the race is against China & the US gov knows it. Bitcoin will just be"  
[X Link](https://x.com/4PFinance/status/2003339141015339420)  2025-12-23T05:37Z [---] followers, [--] engagements


"$IONQ $NVDA hybrid quantum- classical computers happening Slowly then suddenly 😎 📣 Big news for South Korea's quantum landscape. @IonQ_Inc is strengthening its partnership with the Korea Institute of Science and Technology Information (KISTI) by providing a 100-qubit IonQ Tempo system to their world-class high-performance computing center. By coupling IonQ 📣 Big news for South Korea's quantum landscape. @IonQ_Inc is strengthening its partnership with the Korea Institute of Science and Technology Information (KISTI) by providing a 100-qubit IonQ Tempo system to their world-class"  
[X Link](https://x.com/4PFinance/status/2003854225965769014)  2025-12-24T15:44Z [---] followers, [----] engagements


"Great summary of how $RKLB became a vertically integrated company. Similarly $IONQ acquisition strategy is building a full stack solution in quantum tech. Visionary leaders build outstanding and resilient businesses. $RKLB Rocket Labs [--] Acquisitions: Building the "Amazon of Space" ♟🚀 Ive spent the last few days dissecting the history of Rocket Lab ($RKLB) and the realization is staggering. Peter Beck isnt just building rockets; he is following the Jeff Bezos Playbook: use strategic https://t.co/mWktyE6VY3 $RKLB Rocket Labs [--] Acquisitions: Building the "Amazon of Space" ♟🚀 Ive spent the last"  
[X Link](https://x.com/4PFinance/status/2003951544136523819)  2025-12-24T22:10Z [---] followers, [----] engagements


"@dampedspring Can real growth go up if demand is stagnant but supply increases significantly and drives prices lower"  
[X Link](https://x.com/4PFinance/status/2003963630841425998)  2025-12-24T22:58Z [---] followers, [----] engagements


"@rklb_invest @guo_lin99725 Outstanding summary of the investment risks for $ASTS versus $RKLB thank you"  
[X Link](https://x.com/4PFinance/status/2004586923026010417)  2025-12-26T16:15Z [---] followers, [---] engagements


"@Werkman Merry Christmas Ben. The quantum risk is real please dont dismiss as fud. Listen to those developing the tech- theres been significant breakthroughs recently. I believe in Bitcoin but decentralization makes it vulnerable because getting consensus is a big bottleneck. @1914ad @saylor Panicking is not useful; neither is downplaying the quantum threat. Search X for stocks of quantum companies e.g $IONQ $QBTS $RGTI follow daily updates watch their ceo interviews - CRQC may be here as soon as [----] yet getting consensus takes way too long. Reality not fud. @1914ad @saylor Panicking is not"  
[X Link](https://x.com/4PFinance/status/2005099238058062263)  2025-12-28T02:11Z [---] followers, [---] engagements


"@_Adrian @Werkman You must not be following closely then - its already working in specific areas & smaller scale. Check out $IONQ website. Is the US Dept of War creating fud when it warns of potential existential threat to national security may happen in as soon as [--] years from quantum $IONQ [----] Analyst Day Slide US Dept of War: Cryptographically relevant quantum computers (CRQC) may be possible in as soon as [--] years. CRQC's would break all current encryption keys - posing an existential threat to national security and the global economy." https://t.co/ko8uDG9YNx $IONQ [----] Analyst Day Slide"  
[X Link](https://x.com/4PFinance/status/2005117715879694581)  2025-12-28T03:24Z [---] followers, [---] engagements


"@Brandonwords @Werkman Guess youve been retired too long. The government itself is warning about the quantum risk. $IONQ [----] Analyst Day Slide US Dept of War: Cryptographically relevant quantum computers (CRQC) may be possible in as soon as [--] years. CRQC's would break all current encryption keys - posing an existential threat to national security and the global economy." https://t.co/ko8uDG9YNx $IONQ [----] Analyst Day Slide US Dept of War: Cryptographically relevant quantum computers (CRQC) may be possible in as soon as [--] years. CRQC's would break all current encryption keys - posing an"  
[X Link](https://x.com/4PFinance/status/2005118347734909088)  2025-12-28T03:27Z [---] followers, [--] engagements


"@_Adrian @Werkman China advancing quantum tech for real world applications"  
[X Link](https://x.com/4PFinance/status/2005122845417111604)  2025-12-28T03:45Z [---] followers, [---] engagements


"@_Adrian @Werkman The big concern with quantum is national security. Bitcoin will just be collateral damage if Bitcoiners dont act asap. The US has no reason to be caught off guard by China closing the gap in the race for quantum computing writes @cathythorbecke (via @opinion) https://t.co/UEhjP2quMY The US has no reason to be caught off guard by China closing the gap in the race for quantum computing writes @cathythorbecke (via @opinion) https://t.co/UEhjP2quMY"  
[X Link](https://x.com/4PFinance/status/2005123438135181751)  2025-12-28T03:47Z [---] followers, [---] engagements


"Morgan Stanley predicts Robotics could explode to $25T by [----]. Ways to invest: [--]. $TSLA $AMZN $ARKQ + a number of smaller names. [--]. Research companies that supply inputs for building the robots. [--]. Metals & rare earth mineral. Robotics could explode from $91B today to $25T by [----] according to Morgan Stanley research. - Worldwide robot installations are growing near 13% CAGR since [----]. - Logistics automation capex is up 20%+ per year and warehouses using robots report 2530% higher productivity. - https://t.co/NFmZ9LmV6e Robotics could explode from $91B today to $25T by [----] according to"  
[X Link](https://x.com/4PFinance/status/2005456068194062727)  2025-12-29T01:49Z [---] followers, [---] engagements


"@wealthmatica $APP is in adjacent market & also benefitting from the AI wave. Have you looked at it Very high growth but also richly valued & a large market cap"  
[X Link](https://x.com/4PFinance/status/2006472575665451226)  2025-12-31T21:08Z [---] followers, [--] engagements


"$IREN $NBIS AI data centers have strong tailwinds in the short term but will face structural headwinds in medium-long term 3+ years. * Edge AI * Quantum-classical hybrid computing requirs far less energy. * Data centers in space. https://x.com/4PFinance/status/1993216853993570404s=20 The biggest long-term threat to AI data center tradeisnt AI demand slowing but it's edge AI. Once your phone can run a good enough model locally for free then inference shifts from always-on to only when necessary. Data centers get called for the hardest problems while https://t.co/ZwI9rBwqhk"  
[X Link](https://x.com/4PFinance/status/2007160620710613224)  2026-01-02T18:42Z [---] followers, [---] engagements


"$APP- today's 8% drop looks like market overreaction to inaccurate data. I asked Grok to analyze the latest Northbeam numbers. The -17.23% drop of budget share for $APP seems to be a typo - that big drop should be for $META whereas $APP's drop should be -1.72% per Grok. Are there any Northbeam experts out there that think that the numbers from the just released report could be hurting $APP stock I am little confused by it because AppLovin has the highest rating on the AppLovin vs Competitors chart but it also looks like there are some negative Are there any Northbeam experts out there that"  
[X Link](https://x.com/4PFinance/status/2007187913185054905)  2026-01-02T20:31Z [---] followers, [----] engagements


"@LovinAppLovin https://x.com/4PFinance/status/2007187913185054905s=20 $APP- today's 8% drop looks like market overreaction to inaccurate data. I asked Grok to analyze the latest Northbeam numbers. The -17.23% drop of budget share for $APP seems to be a typo - that big drop should be for $META whereas $APP's drop should be -1.72% per Grok. https://t.co/8dGS2Tl1IT https://x.com/4PFinance/status/2007187913185054905s=20 $APP- today's 8% drop looks like market overreaction to inaccurate data. I asked Grok to analyze the latest Northbeam numbers. The -17.23% drop of budget share for $APP seems to"  
[X Link](https://x.com/4PFinance/status/2007188145503383930)  2026-01-02T20:32Z [---] followers, [---] engagements


"@LovinAppLovin @northbeam Good catch. Did not have the prior week numbers but yeah Grok's conclusion was wrong - all these chatbot tools do make mistakes. @grok please analyze the change in shares for the weeks ending 12/22/25 and 12/28/25"  
[X Link](https://x.com/4PFinance/status/2007200589244182648)  2026-01-02T21:21Z [---] followers, [--] engagements


"Russell Napier: there are only [--] ways to get out of high debt to GDP situation: Default; Austerity; Hyperinflation; Financial repression or High real growth. He says high productivity growth as the get out of jail free card. AI better deliver https://www.youtube.com/live/Ohfb1kAbvb0si=fEXeBVA3J5C-b2E8 If you look only at the top line the picture is comforting. America seemingly strides across the world stage while the U.S. economy appears as number [--] buoyed by a strong dollar and towering nominal GDP. But you dont need a PhD in Economics to know this number one position is"  
[X Link](https://x.com/4PFinance/status/2007979162838188460)  2026-01-05T00:55Z [---] followers, [---] engagements


"@jvisserlabs Rubio denies its about oil says its about securing the Western hemisphere. Marco Rubio is so good. "This is the Western Hemisphere. We're not going to allow it to be a base of operations for our adversaries They won't come from outside our hemisphere destabilize our region in our own backyard and us have to pay the price for it. Its over." https://t.co/GzLjNtBV3h Marco Rubio is so good. "This is the Western Hemisphere. We're not going to allow it to be a base of operations for our adversaries They won't come from outside our hemisphere destabilize our region in our own backyard"  
[X Link](https://x.com/4PFinance/status/2008064405871989238)  2026-01-05T06:33Z [---] followers, [--] engagements


"$LPTH LightPath Technologies - promising small cap from SA's quant screener. * Optical systems provider. * Vertically integrated - raw glass to finished camera. * Used for sensors drones surveillance defense sector. * Hyper-growth; $90M+ backlog. Started small position"  
[X Link](https://x.com/4PFinance/status/2008593317119082913)  2026-01-06T17:35Z [---] followers, [---] engagements


"$LPTH CEO Sam Rubin: "We're positioned in an incredible place because of the growth in defense.issues with critical minerals from China" "Counter UAS has become an enormous driver for us. Enormous" "The galaxies are aligning for us" "we're targeting $300 million" Bullish 🚀 $LPTH Sam Rubin and his team have done a fantastic job over the past [--] years. The company is not even a whisper of what it once was. Success is here and if you are wondering if it can last. Just listen to what Sam has to say and decide for yourself. I see quite a few companies $LPTH Sam Rubin and his team have done a"  
[X Link](https://x.com/4PFinance/status/2008766913657360511)  2026-01-07T05:05Z [---] followers, [---] engagements


"@SJCapitalInvest Is it too late to suggest a name $LPTH seems like the kind of relatively undiscovered & undervalued stock that you may like. $LPTH CEO Sam Rubin: "We're positioned in an incredible place because of the growth in defense.issues with critical minerals from China" "Counter UAS has become an enormous driver for us. Enormous" "The galaxies are aligning for us" "we're targeting $300 million" Bullish 🚀 $LPTH CEO Sam Rubin: "We're positioned in an incredible place because of the growth in defense.issues with critical minerals from China" "Counter UAS has become an enormous driver"  
[X Link](https://x.com/4PFinance/status/2008983464591413625)  2026-01-07T19:25Z [---] followers, [---] engagements


"$BTC slowly but surely people in crypto are waking up to reality. Hoping quick action will follow & bitcoin community will dodge the quantum risk & potentially massive destruction of capital/savings $IONQ $IonQ 🔐 Coinbase warns: 33% of Bitcoin supply vulnerable to quantum attacks. The post-quantum transition is no longer theoretical its becoming an institutional priority. Quantum-safe solutions from @IonQ_Inc and @IDQuantique are the infrastructure of tomorrows security. https://t.co/M7NWBWjU2H $IonQ 🔐 Coinbase warns: 33% of Bitcoin supply vulnerable to quantum attacks. The post-quantum"  
[X Link](https://x.com/4PFinance/status/2008985948479213655)  2026-01-07T19:35Z [---] followers, [---] engagements


"$IONQ the steady migration of top talent from top tech companies is one clear indicator of a company at an inflection point. Couldn't resist adding some Sep [--] OTM calls. $IONQ hires new Director of Quantum Applications from Microsoft. Martin also worked at AWS and Argonne National Lab. https://t.co/gnoOmnv4cE $IONQ hires new Director of Quantum Applications from Microsoft. Martin also worked at AWS and Argonne National Lab. https://t.co/gnoOmnv4cE"  
[X Link](https://x.com/4PFinance/status/2009012380731363601)  2026-01-07T21:20Z [---] followers, [----] engagements


"@YeahDrDave $LPTH in drone/defense space. A high-growth vertically integrated provider of infrared (IR) systems used for border security (towers) drone imaging and missile seeker programs. Below a snippet of Gemini's review of CEO interview. Link to interview: https://x.com/4PFinance/status/2008766913657360511s=20 $LPTH CEO Sam Rubin: "We're positioned in an incredible place because of the growth in defense.issues with critical minerals from China" "Counter UAS has become an enormous driver for us. Enormous" "The galaxies are aligning for us" "we're targeting $300 million" Bullish 🚀"  
[X Link](https://x.com/4PFinance/status/2009332137833701665)  2026-01-08T18:31Z [---] followers, [---] engagements


"@accounting_ds Good article. Missing a section on risks to the thesis. In my opinion the risks are: 1) soaring commodity input prices (silver) & possible supply chain issues. 2) regulatory uncertainty long term. 3) execution risk for specific companies eg $TE"  
[X Link](https://x.com/4PFinance/status/2010054127418782025)  2026-01-10T18:20Z [---] followers, [---] engagements


"$APP down 10% today despite no negative news in fact positive analyst ratings - Evercore PT $835 and Morgan Stanely $800 PT. Market irrational Oh well I'll take the gift of a cool $10k on a single put. Happy to get assigned at $510 though don't expect it. Surprised to see the $APP sell off. Seems like every software name getting taken to the woodsheds https://t.co/CRqTnxDPiB Surprised to see the $APP sell off. Seems like every software name getting taken to the woodsheds https://t.co/CRqTnxDPiB"  
[X Link](https://x.com/4PFinance/status/2011504329761444302)  2026-01-14T18:22Z [---] followers, [---] engagements


"@itschrisray @hiteshkar @aleabitoreddit You may be right but doesnt take away from the fact that $LPTH is a compelling stock at $12.59 MC of 700mil. They are in the right place at the right time providing critical components for drones/defense systems. Their product doesnt depend on Germanium from China. @YeahDrDave $LPTH in drone/defense space. A high-growth vertically integrated provider of infrared (IR) systems used for border security (towers) drone imaging and missile seeker programs. Below a snippet of Gemini's review of CEO interview. Link to interview: https://t.co/swHIntufZI"  
[X Link](https://x.com/4PFinance/status/2012218009381699944)  2026-01-16T17:38Z [---] followers, [---] engagements


"Weakness in names like $APP $PATH $ZETA may be due to fears that software will be disrupted by vibe coding. Not likely in 1-2 years enterprises move slow but could be in med-long term. Probably $ADBE and $CRM more vulnerable than the others who are enabling agentic AI adoption. The SaaS and software sector (e.g. $ADBE $CRM $NOW $PATH $DUOL $TTD $SNOW $HUBS $BILL) underperformed sharply in [----] and early [----] (many down 20-35%+ YTD) despite broader market/tech gains. Key reasons in concise bullets: - AI Disruption Fears Generative/agentic AI https://t.co/TxjefZmIux The SaaS and software sector"  
[X Link](https://x.com/4PFinance/status/2012259846381289575)  2026-01-16T20:25Z [---] followers, [----] engagements


"@Yeah_Dave @spacanpanman Maybe have him place a GTC order to buy at a price hes comfortable with. Theres bound to be general market volatility due to geopolitics or something or other"  
[X Link](https://x.com/4PFinance/status/2012417755367026911)  2026-01-17T06:52Z [---] followers, [--] engagements


"@iruletheworldmo Working on "human emulator" probably not the secret - all competitors are doing something similar. Two things I think may be legally problematic: 1) using idle Tesla's for compute - did owners give permission 2) using temporary permits under pretext of a carnival"  
[X Link](https://x.com/4PFinance/status/2013456634845282632)  2026-01-20T03:40Z [---] followers, [--] engagements


"Use it or lose it When society outsourced physical labor to machines our lifestyles became sedentary & we became less fit. When we outsource thinking to AI we will likely evolve to become less intelligent as a species. Agree or disagree This teacher-turned-cognitive scientist shared a disturbing reality that left the room stunned. Our kids are LESS cognitively capable than we were at their age. Every previous generation outperformed its parents since we began recording in the late 1800s. So what happened https://t.co/ZYPHYUwKsU This teacher-turned-cognitive scientist shared a disturbing"  
[X Link](https://x.com/4PFinance/status/2014178436756234517)  2026-01-22T03:28Z [---] followers, [---] engagements


"@saylor The greatest risk to Bitcoin is complacency to the quantum risk"  
[X Link](https://x.com/4PFinance/status/2015595126945673719)  2026-01-26T01:18Z [---] followers, [--] engagements


"@Yeah_Dave $IONQ CEO Niccolo de Masi today: We are steadfastly dedicated to ensure the quantum industry prevails. We respect everyones pathway to market. He also said IONQ is already a merchant supplier to the industry so no reason to lose customers. https://youtu.be/ClMHvThrG2Esi=fO1sTIkXojYk09g7 https://youtu.be/ClMHvThrG2Esi=fO1sTIkXojYk09g7"  
[X Link](https://x.com/4PFinance/status/2015935977341256091)  2026-01-26T23:52Z [---] followers, [---] engagements


"$IONQ currently trading around $46. Analysts 12-month average price target has risen by 24% to $74 with the highest at $100 and the lowest at $47"  
[X Link](https://x.com/4PFinance/status/2016238640805117985)  2026-01-27T19:55Z [---] followers, [----] engagements


"@ChrisMMillas @jakebrowatzke Yeah I asked how PATH's pivot to agentic AI via their Maestro product changes things - possible it may not fully immunize them. I think this takes time & $PATH will make lots of $$ in the short-med term. But the stock market is forward looking & pricing in the risk"  
[X Link](https://x.com/4PFinance/status/2016974539624952167)  2026-01-29T20:39Z [---] followers, [---] engagements


"$APP closed at $473.11 down $96.13 or 17% today🤯 Gemini says AI progress is a double-edged sword for $APP - similar to what it said for $PATH $ZETA. The AI steamroller may take down anything software long term. Safer to stick to non-software $IONQ $RKLB $ASTS $LPTH. $APP: Evercore ISI analyst Robert Coolbrith reiterated a Buy rating and $835 price target on AppLovin noting the decline in the shares possibly in reaction to Google's $GOOGL Project Genie an AI platform for prompt-based generation of infinite open world digital experiences. $APP: Evercore ISI analyst Robert Coolbrith reiterated"  
[X Link](https://x.com/anyuser/status/2017402028532896240)  2026-01-31T00:58Z [---] followers, [----] engagements


"@EricBalchunas Tradfi bro agreeing with @saylor that severe drawdowns are unlikely. Bullish 🚀"  
[X Link](https://x.com/4PFinance/status/1949168468974289307)  2025-07-26T18:02Z [---] followers, [--] engagements


"Institutions are accumulating $IONQ while most retail is busy dunking on quantum. 🙃🙃 I asked ChatGPT to find the most recent 13F filings on stocks in my portfolio. It then provided an institutional momentum score. Look who scored highest. 😎"  
[X Link](https://x.com/4PFinance/status/2014789648342777888)  2026-01-23T19:57Z [---] followers, 12.4K engagements


"$IONQ is like $AMZN and $TSLA in their early years. As Jeff Bezos said the fundamentals keep getting stronger and stronger yet the stock price doesn't reflect that reality. Only a matter of time until the market wakes up & reprices $IONQ stock upwards.🚀 $IONQ The stock is not the company. And the company is not the stock. as I watched the stock fall from $113 to $6 I was also watching all of our internal business metrics every single thing about the business was getting better while the stock price was going the wrong $IONQ The stock is not the company. And the company is not the stock. as I"  
[X Link](https://x.com/anyuser/status/2017409858073682274)  2026-01-31T01:29Z [---] followers, [----] engagements


"@jakebrowatzke Youre joking right How does everyone owning [--] Tesla bots provide universal high income You cant eat them can you 🤦♀"  
[X Link](https://x.com/4PFinance/status/2018557820422263156)  2026-02-03T05:31Z [---] followers, [--] engagements


"@KarelMercx @dmxinc Check out $IONQ analyst day slides on their website one of which is this quote from US Dept of War warning about potential for quantum breaking encryption in [--] years. Bitcoin is uniquely vulnerable because its decentralized. $IONQ [----] Analyst Day Slide US Dept of War: Cryptographically relevant quantum computers (CRQC) may be possible in as soon as [--] years. CRQC's would break all current encryption keys - posing an existential threat to national security and the global economy." https://t.co/ko8uDG9YNx $IONQ [----] Analyst Day Slide US Dept of War: Cryptographically"  
[X Link](https://x.com/4PFinance/status/2019549118981709876)  2026-02-05T23:10Z [---] followers, [---] engagements


"Context matters - listen to the entire interview - it's clear Niccolo is saying that $IONQ's computer will beat Blackwell in "computational power" by [----]. He NEVER says NVDA GPUs will become irrelevant by [----]. Obviously mass producing QPU's to displace $NVDA is farther away. I know very little about Quantum. However the $IONQ CEO saying that $NVDA GPUs will become irrelevant by [----] is quite the claim. "The blackwell chip will look dated by [----] and honestly that will wipe the floor with any other supercomputer that exists on earth." Either this https://t.co/lZkR8itrEV I know very little"  
[X Link](https://x.com/4PFinance/status/1971699245838418004)  2025-09-26T22:11Z [---] followers, [----] engagements


"Copy/paste takes under [--] secs if you use the copy tool under Geminis answer. People describing [--] secs as wasting SO much time must be time travelers from the year [----] or something. @osanseviero Hear me outthe ability to write to Docs in my workspace. I spend/waste SO much time copy pasting from Gemini to Docs. Its my #1 #2 and #3 pain point. @osanseviero Hear me outthe ability to write to Docs in my workspace. I spend/waste SO much time copy pasting from Gemini to Docs. Its my #1 #2 and #3 pain point"  
[X Link](https://x.com/4PFinance/status/1993574962591060241)  2025-11-26T06:58Z [---] followers, [---] engagements


"Asked Gemini if $APP and $PATH are impacted by the "RPA poison pill". Short answer: $PATH is in the "Danger Zone" described by the chart while $APP has largely re-engineered itself to be the "Poison" rather than the victim. Exited PATH. @jakebrowatzke @ChrisMMillas @chamath A few tickers with current high RPO exposure: Salesforce $CRM ServiceNow $NOW Workday $WDY https://t.co/lHoSqlwKTS @chamath A few tickers with current high RPO exposure: Salesforce $CRM ServiceNow $NOW Workday $WDY https://t.co/lHoSqlwKTS"  
[X Link](https://x.com/4PFinance/status/2016966827713405040)  2026-01-29T20:08Z [---] followers, [---] engagements

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