# ![@D27357 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1819483645314277377.png) @D27357 FatumOpes

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

### Engagements: [-----] [#](/creator/twitter::1819483645314277377/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1819483645314277377/c:line/m:interactions.svg)

- [--] Week [-----] +30%
- [--] Month [------] +172%
- [--] Months [-------] -1.70%

### Mentions: [--] [#](/creator/twitter::1819483645314277377/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1819483645314277377/c:line/m:posts_active.svg)

- [--] Month [--] -53%
- [--] Months [---] +556%

### Followers: [---] [#](/creator/twitter::1819483645314277377/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1819483645314277377/c:line/m:followers.svg)

- [--] Week [---] +2.80%
- [--] Month [---] +11%
- [--] Months [---] +244%

### CreatorRank: [---------] [#](/creator/twitter::1819483645314277377/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1819483645314277377/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  55.24% [finance](/list/finance)  36.19% [cryptocurrencies](/list/cryptocurrencies)  6.67% [technology brands](/list/technology-brands)  4.76% [countries](/list/countries)  3.81% [financial services](/list/financial-services)  #3039 [currencies](/list/currencies)  0.95% [gaming](/list/gaming)  0.95% [automotive brands](/list/automotive-brands)  0.95%

**Social topic influence**
[$skyt](/topic/$skyt) 14.29%, [$path](/topic/$path) #67, [$ionq](/topic/$ionq) 12.38%, [in the](/topic/in-the) 11.43%, [market](/topic/market) 10.48%, [ai](/topic/ai) 9.52%, [$cha](/topic/$cha) 7.62%, [$pgy](/topic/$pgy) #39, [stocks](/topic/stocks) 6.67%, [investment](/topic/investment) 6.67%

**Top accounts mentioned or mentioned by**
[@aleabitoreddit](/creator/undefined) [@fundmyfund](/creator/undefined) [@macroapollo](/creator/undefined) [@stocklogging](/creator/undefined) [@vmaxpax](/creator/undefined) [@mvcinvesting](/creator/undefined) [@arkinvest](/creator/undefined) [@phathomresearch](/creator/undefined) [@tfanalytics1](/creator/undefined) [@wallstengine](/creator/undefined) [@sonicted](/creator/undefined) [@yamada03220](/creator/undefined) [@fedex774](/creator/undefined) [@bitdigitalbtbt](/creator/undefined) [@samirtabar](/creator/undefined) [@stockaholic5](/creator/undefined) [@genejchan](/creator/undefined) [@qgrowthcap](/creator/undefined) [@spacanpanman](/creator/undefined) [@wealthyreadings](/creator/undefined)

**Top assets mentioned**
[SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [UiPath, Inc. (PATH)](/topic/$path) [IonQ, Inc. (IONQ)](/topic/$ionq) [Chagee Holdings Ltd. (CHA)](/topic/$cha) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [Velo (VELO)](/topic/$velo) [Inspira Technologies OXY B.H.N. Ltd (IINN)](/topic/$iinn) [Goldman Sachs (GS)](/topic/goldman-sachs) [YieldBasis (YB)](/topic/$yb) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Ethereum (ETH)](/topic/$eth) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Morgan Stanley (MS)](/topic/morgan-stanley) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [MobileCoin (MOB)](/topic/$mob) [WIX.com Ltd. (WIX)](/topic/$wix) [GitLab Inc. (GTLB)](/topic/$gtlb) [ZetaChain (ZETA)](/topic/$zeta) [Advanced Micro Devices (AMD)](/topic/$amd) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Yuanbao Inc. (YB)](/topic/yuanbao-inc) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Honeywell International Inc (HON)](/topic/honeywell)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@stock_logging I feel you haha. I wrote only one deep dive so far and it's literally my worst performing asset this year ($CHA)😅. Meanwhile the rest of my portfolio is doing very well lmao. Re. Agentic AI: Where can I find more info on external/costumer-related use Thanks in advance"  
[X Link](https://x.com/anyuser/status/1973721910925316135)  2025-10-02T12:09Z [---] followers, [---] engagements


"@fedex774 @BitDigital_BTBT @SamirTabar I agree and am also invested. Counterargument would be that if you want AI data center exposure you buy $WYFI and if you want $ETH you buy $BMNR. On the other hand the narrative could also change to "Eth & AI exposure in one" - we'll see"  
[X Link](https://x.com/anyuser/status/1973816767329009734)  2025-10-02T18:26Z [---] followers, [---] engagements


"This gets funnier every day A few months ago Goldman Sachs downgraded SK Hynix bc the competition was "catching up" and "HBM is becoming a commodity" In September [----] Morgan Stanley even predicted a memory winter & slashed its price target of SK Hynix to [------] Won. It's now trading at [------] Won. I really hope Wall street keeps smoking whatever they are smoking these days bc this is how we (retail) win. Big thanks to both for the buying opportunities 🫡"  
[X Link](https://x.com/anyuser/status/1980237684699226328)  2025-10-20T11:40Z [---] followers, [----] engagements


"A key difference is that the current boom is mostly driven by hyper scalers that are funding it via Cashflow though right Not with debt. The hyper scalers are very profitable. I think debt is emerging in certain areas though especially with some start ups. I recently read that Goldman Sachs estimated that 28% of AI Capex is corporate debt finances. If AI can be monetized quickly and effectively enough to justify this level of spending then it might actually be mostly sustainable I believe. I personally think there are increasingly encouraging signs for that. Especially since AI is merging"  
[X Link](https://x.com/anyuser/status/1984871439426592929)  2025-11-02T06:33Z [---] followers, [----] engagements


"@Vmaxpax @Stockaholic5 💯 $skyt & $cccx are my largest and 3rd largest position. Very cool companies. What are your thoughts on $CPSH"  
[X Link](https://x.com/anyuser/status/1988330697640341941)  2025-11-11T19:39Z [---] followers, [----] engagements


"Pls don't take anything I write as investment advice. I'm only sharing my thoughts and discussing stocks so I can learn from other investors and am often wrong like in this case where I took a significant loss. I sold all of my shares of $PGY after earnings bc: I no longer have full confidence in management. At the time of Q3 earnings there was a lot of talk about problems in the credit market. Despite that management was very confident and even raised guidance which caused me to believe that they aren't significantly affected by the issues in the credit market and seemed to me like an"  
[X Link](https://x.com/D27357/status/2021377932053168249)  2026-02-11T00:17Z [---] followers, [---] engagements


"My Investment Thesis for $CHA Chagee holdings. It's [--] pages long so I recommend downloading the pdf for page count. https://open.substack.com/pub/fatumopes/p/investment-thesis-chageer=5zjcfw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/fatumopes/p/investment-thesis-chageer=5zjcfw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/D27357/status/1960705722624147481)  2025-08-27T14:07Z [---] followers, [----] engagements


"$FIGR Figure Technology unveils blockchain platform for direct stock lending. Unfortunately I only own a small position. Very promising company imo. https://www.tradingview.com/news/cointelegraph:646e23917094b:0-figure-technology-unveils-blockchain-platform-for-direct-stock-lending-report/ https://www.tradingview.com/news/cointelegraph:646e23917094b:0-figure-technology-unveils-blockchain-platform-for-direct-stock-lending-report/"  
[X Link](https://x.com/D27357/status/2011835937785860231)  2026-01-15T16:20Z [---] followers, [---] engagements


"$Ionq acquiring $SKYT could be bearish for $CCCX and $QBTS. Vector atomic which Ionq has acquired is a legitimate q sensing company and now with Skywater Ionq owns the means of mass production. If Infleqtion wants to move to mass production they most likely have to outsource. Could be tough to compete with Ionq in this situation. $QBTS has been working with $SKYT on their quantum tech for more than a decade. Now $SKYT is owned by a direct competitor. https://twitter.com/i/web/status/2015803982992581094 https://twitter.com/i/web/status/2015803982992581094"  
[X Link](https://x.com/D27357/status/2015803982992581094)  2026-01-26T15:08Z [---] followers, [---] engagements


"You mean cps technologies I assume I've been in that for a couple months. They do already deliver to a semiconductor customer presumed to be Infineon. Interesting company the material might also be useful for nuclear for instance. If I recall correctly it was even used IN the Mars perseverance rover. https://twitter.com/i/web/status/2016310702688862242 https://twitter.com/i/web/status/2016310702688862242"  
[X Link](https://x.com/D27357/status/2016310702688862242)  2026-01-28T00:41Z [---] followers, [----] engagements


"Preliminary SK Hynix earnings: SK hynix FY2025 Financial Summary (USD) (Exchange Rate: [----] KRW = [--] USD) FULL YEAR [----] (FY25) Revenue: $67.98 billion (+47% YoY) Operating Profit: $33.03 billion (+101% YoY) Net Income: $30.05 billion (+117% YoY) Operating Margin: 49% (+14 percentage points YoY) FOURTH QUARTER [----] (4Q25) Revenue: $22.97 billion (+34% QoQ +66% YoY) Operating Profit: $13.41 billion (+68% QoQ +137% YoY) Net Income: $10.67 billion (+21% QoQ +90% YoY) Operating Margin: 58% (+11 percentage points QoQ) Growth momentum accelerated further in the fourth quarter. In addition to HBM"  
[X Link](https://x.com/D27357/status/2016441334316302471)  2026-01-28T09:20Z [---] followers, [---] engagements


"That means virtually nothing. They also have $PRME in there for instance which is highly speculative. $100 million is pocket change for Google. Let's build out the actual bull case around neutral Agentic orchestration with planned pre-packaged solutions [----] companies building agents attempt of vertical integration in addition to horizontal hopefully outcome based pricing and all that good stuff instead of Google putting some pocket change here or there https://twitter.com/i/web/status/2016503032343646509 https://twitter.com/i/web/status/2016503032343646509"  
[X Link](https://x.com/D27357/status/2016503032343646509)  2026-01-28T13:26Z [---] followers, [----] engagements


"$QBTS leadership aren't too concerned about $IONQ acquiring $SKYT @D27357 @genejchan I asked them a. Are they worried about cofproate espionage and them reverse engineering their chips or were they happy with their IP and legal protection. Answer they aren't concerned as very well protected. I then asked B. $IONQ surely will not continue to fabricate chips for @D27357 @genejchan I asked them a. Are they worried about cofproate espionage and them reverse engineering their chips or were they happy with their IP and legal protection. Answer they aren't concerned as very well protected. I then"  
[X Link](https://x.com/D27357/status/2016595437428367814)  2026-01-28T19:33Z [---] followers, [---] engagements


"$QBTS re. $IONQ acquiring $SKYT: "they are now tendering other fabricators and moving suppliers won't be a hardship. They aren't researching for them just producing - so it's easy to change suppliers" I can't judge how hard it is to do the fabrication of d-wave's chips and I don't know who has the technological capabilities. So being acquired by $IONQ highly likely not great for Sondermann's vision of Skywater becoming the leading quantum foundry. Reinforces my suspicion that Unterseher wanting to cash out was the main driver of the deal on Skywater's side. The idea that Skywater will"  
[X Link](https://x.com/D27357/status/2016599936951836677)  2026-01-28T19:51Z [---] followers, [---] engagements


"I really like what I'm seeing with Securitize - apart from Cathie Wood one of the worst investors of all time being invested.🤔 🧵The @ARKInvest Thesis: Why Cathie Wood is Betting Big on Securitize $CEPT ➡ $SECZ The $11 Trillion Call🔮: In the new Big Ideas [----] report (https://t.co/Ra2k3CfTTc) ARK Invest forecasts that tokenized assets will explode to $11 Trillion by [----]. They arent just talking https://t.co/J06nv4N75e 🧵The @ARKInvest Thesis: Why Cathie Wood is Betting Big on Securitize $CEPT ➡ $SECZ The $11 Trillion Call🔮: In the new Big Ideas [----] report (https://t.co/Ra2k3CfTTc) ARK"  
[X Link](https://x.com/D27357/status/2016848636924035081)  2026-01-29T12:19Z [---] followers, [---] engagements


"Very reasonable choices. It also wouldn't be surprising if we see a rotation out of drone stocks some time soon they have run a lot. Was thinking about $MOB it sounds interesting but for me it was simply that I didn't find the CEO convincing to me it seemed a bit like he's pumping the stock all while selling shares. Very different than the CEO of the other drone company we talked about. Btw I've sold most of my shares in that one over the last [--] weeks or so due to valuation. https://twitter.com/i/web/status/2016896012544020493 https://twitter.com/i/web/status/2016896012544020493"  
[X Link](https://x.com/D27357/status/2016896012544020493)  2026-01-29T15:27Z [---] followers, [---] engagements


"@QGrowthCap I don't just mean today. If you look at the price action of let's say $GTLB $PATH $WIX etc. The price action has been quite similar. Reminds me of the deep seek panic a year ago"  
[X Link](https://x.com/D27357/status/2016908218828525963)  2026-01-29T16:16Z [---] followers, [---] engagements


"Portfolio down 3% today Worst performers: $VELO -16% $FIGR -10% $PATH -6% (largest pos.) $CCCX -5% $PGY -4% (third largest pos.) Portfolio down 3.7% today. My largest position $PATH down 8%. Will post exclusively losses/red days/drawdowns to train contrarian thinking. Also I'm a little annoyed by a lot of people only posting about their winners so this is a (really pointless but I don't care) way to Portfolio down 3.7% today. My largest position $PATH down 8%. Will post exclusively losses/red days/drawdowns to train contrarian thinking. Also I'm a little annoyed by a lot of people only"  
[X Link](https://x.com/D27357/status/2017006404695961770)  2026-01-29T22:46Z [---] followers, [----] engagements


"I've been looking into whether there are other software stocks to buy around here but I always just end up buying more $PATH lol. I'm not a big fan of most stocks that are popular on X such as $HIMS $ZETA or $AMD - I think they've been overhyped and overestimated. I still don't think that $HIMS has a durable MOAT sorry. But I really think that $PATH's approach to agentic AI is super promising. I haven't seen anyone that provides a universal neutral orchestration platform that is even close to what UiPath is doing. + the vertical integration/prepackaged solutions The customer stories use cases"  
[X Link](https://x.com/D27357/status/2019179897965482494)  2026-02-04T22:42Z [---] followers, [---] engagements


"Price action completely normal imo. People usually wait until such an event to take profits sell the news is a well known term for a reason. Psychologically many people will wait until earnings call to sell instead of selling in the weeks before especially if they expect the earnings call to be bullish. Considering the stock price run up this is completely normal. What I'm still highly skeptical of though is their alleged potential in non-gnss positioning/navigation. It will be VERY difficult imo for them to build a competitive military grade product considering their expertise and capital &"  
[X Link](https://x.com/D27357/status/2019444286056505495)  2026-02-05T16:13Z [---] followers, [--] engagements


"I'm heavily long $PATH and have been buying the dip. But when I see who else is long for instance people that mention being long $HIMS in the same post that kinda makes me question whether this is such a good idea and maybe the bears are right 😅 Also not a good sign that there seems to be a small but existing crowd (at least formerly existing immediately after last earnings) that suggested $PATH is the new $PLTR and pointing to the valuation gap as a reason that $PATH should trade at a higher multiple 🤣 Based on my margin strategy the time to allow myself get margin called has come and gone"  
[X Link](https://x.com/D27357/status/2019522359732981811)  2026-02-05T21:23Z [---] followers, [---] engagements


"Good luck to the $HIMS cult. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/D27357/status/2019557532017258759)  2026-02-05T23:43Z [---] followers, [---] engagements


"Yeah I mean he is not the reason I'm invested but the reason I'm questioning whether I'm wrong to be invested. He's apparently using a [--] year DCF model to value $HIMS lmao 🤣 When I look at who else is long $PATH I'm not in great company tbh. I wonder what's up with that guy in particular🤔 I don't think he's offering courses or sth so I wonder what's driving him just love of the game apparently lol. Or maybe some sort of pump & dump. I mean he's clearly hurting the stock and not helping anyone with this talk about being all in *except a few million in cash he can deploy at any time lmao. But"  
[X Link](https://x.com/D27357/status/2019667489332797480)  2026-02-06T07:00Z [---] followers, [---] engagements


"Thank you At least one $PATH investor that's not long $DUOL 😅 Pls tell me you're not long $HIMS either. I'm honestly worried bc everyone long $PATH is apparently long stuff like $HIMS or $DUOL. Really has me worried that I'm in bad company here 😅 If every $PATH investor is also long $DUOL and $HIMS that's not a good sign"  
[X Link](https://x.com/D27357/status/2019702798649016821)  2026-02-06T09:20Z [---] followers, [--] engagements


"Agreed. The r/r is solid here. Although only if they rapidly monetize Maestro from now on. If I don't get convincing guidance in Q4 earnings I will reconsider. It's not even clear yet how exactly they plan on monetising agentic. I personally hope for outcome based pricing Daniel did mention it in the last earnings call. R/r might not be as good as some are suggesting though who conveniently leave out SBC for instance. Although they have guided on gaap profitability from now on. I think a long term downrating of software stocks is quite likely so Path might actually not be that cheap. All"  
[X Link](https://x.com/D27357/status/2019780571069632728)  2026-02-06T14:29Z [---] followers, [--] engagements


"The question is how sustainable those margins are though if they can't keep up with the technological frontier. Commodity memory is a commodity after all. My favourite rule from commodity traders is "buy at low p/b and sell at low p/e". Specialized & increasingly customized frontier AI memory can hardly be classified as just commodity memory like DDR5 and such https://twitter.com/i/web/status/2019785776691556435 https://twitter.com/i/web/status/2019785776691556435"  
[X Link](https://x.com/D27357/status/2019785776691556435)  2026-02-06T14:50Z [---] followers, [----] engagements


"@PhathomResearch Am aware. SBC still shouldn't be ignored though swallows a lot of cashflow and stocks are valued on future cashflow after all"  
[X Link](https://x.com/D27357/status/2019791284076941418)  2026-02-06T15:12Z [---] followers, [--] engagements


"I wonder how much they paid enterprise valued reportedly $1.1 billion. Vertical integration is very important here & combating financial crime via KYC AML etc. seems like a great area for vertical integration also hopefully helps embed UiPath in some of the largest institutions in the world. Time to value would be too slow without it + it helps create a competitive edge. Don't know how much they paid but strategically seems like a stellar acquisition"  
[X Link](https://x.com/D27357/status/2019800115926458401)  2026-02-06T15:47Z [---] followers, [---] engagements


"That guy is long $PATH 🫤 The powers that be will FAIL to keep drugs expensive no matter how hard they try to stop $HIMS from making them cheaper. Big Pharma can die for all I care. People deserve healthier lives and the freedom to make their own choices and get care without retarded regulation expense. The powers that be will FAIL to keep drugs expensive no matter how hard they try to stop $HIMS from making them cheaper. Big Pharma can die for all I care. People deserve healthier lives and the freedom to make their own choices and get care without retarded regulation expense"  
[X Link](https://x.com/D27357/status/2019802725077099002)  2026-02-06T15:57Z [---] followers, [---] engagements


"@spacanpanman What calculation method are you using here FY [----] Net income is estimated at $100 - $150 million at $1.2 billion market cap. Revenue declined QoQ net income benefited from one off effects compared to Q3. Q1 net income projected at $15 - $35 million"  
[X Link](https://x.com/D27357/status/2021248749704523909)  2026-02-10T15:43Z [---] followers, [---] engagements


"I mean most names have been overvalued for years tbh. SBC has been out of control. So now that the narrative has changed and the market is in state of fear the valuation changes to actual cashflow without ignoring SBC as has often been the case for years. So there is a lot of room for rerating to the downside in the first place. Rotation is a big part of it many hardware companies in the AI supply chain are printing money while LLMs & AI agents are already getting commoditized. Many hardware companies have a significant technological physical MOAT. They can't be disrupted by AI but instead"  
[X Link](https://x.com/D27357/status/2022216023164797200)  2026-02-13T07:47Z [---] followers, [--] engagements


"What I'm concerned about with this business model is margins. It looks like a small Wiwynn and they struggle a lot with margins despite economics of scale. Have only glanced at 2RCSI so far but that would severely limit upside by the looks of it. How do you see that Can they improve margins I don't see how they would achieve better margins than Wiwynn but I might be misunderstanding or missing sth here. https://twitter.com/i/web/status/1956127509948338397 https://twitter.com/i/web/status/1956127509948338397"  
[X Link](https://x.com/D27357/status/1956127509948338397)  2025-08-14T22:55Z [---] followers, [---] engagements


"$YB Yuanbao inc: -30% topline growth -More than half of market cap in cash -Pe ratio =5 (when being very conservative) forward pe is in fact even lower -30% topline growth & continuously strong margins expected for Q4 -First discovered by @stock_logging I'm invested. Free seeking alpha article: https://seekingalpha.com/article/4862874-yuanbao-high-growth-ai-insurtech-trading-like-a-value-stock-top-pick-2026 https://seekingalpha.com/article/4862874-yuanbao-high-growth-ai-insurtech-trading-like-a-value-stock-top-pick-2026"  
[X Link](https://x.com/D27357/status/2019819179528917079)  2026-02-06T17:03Z [---] followers, [---] engagements


"@fundmyfund Btw what do you think about the absolute beauty that is the $PATH chart 🤣 Will this be the first ever stock price to go negative"  
[X Link](https://x.com/D27357/status/2021982186870911480)  2026-02-12T16:18Z [---] followers, [---] engagements


"Non-Gnss navigation is one of the biggest issues in modern warfare. To name a few competitors: Lockheed Martin Raytheon Honeywell Northrop Grumman Safran Elbit systems Elsight maybe could do some revenue with smaller drones for commercial use cases if they integrate cellular triangulation/RF based & vision based solution + ideally 3rd party solution and if they can offer the lowest price & integrate it well. They won't be able to offer the best solution. Maybe they can make some inroads as a sort of integration layer or sth like that as well. That's the most optimistic perspective I can"  
[X Link](https://x.com/D27357/status/2019488288831336857)  2026-02-05T19:08Z [---] followers, [--] engagements


"@WealthyReadings @HatedMoats Nah the best investor is not someone unknown but Stan Druckenmiller the GOAT. The most difficult part is playing the bull market right which many do but also doing well QT environments. Doing both is super difficult most people do well in only one of the two"  
[X Link](https://x.com/D27357/status/2021591323606663376)  2026-02-11T14:25Z [---] followers, [--] engagements


"To be clear $PATH does NOT have a durable MOAT. There are many other companies doing orchestration including ones doing vendor/model agnostic orchestration. And there will be more doing it in the future. UiPath has a headstart and is the leading player rn. That's a first mover advantage not a MOAT. The vertical integration is also not a durable MOAT in the age of AI it's a temporary competitive edge. This is not a durable MOAT kind of investment. Rather: they have a first mover advantage & competitive edge which they can keep & even expand IF execution is extremely strong and they manage to"  
[X Link](https://x.com/D27357/status/2021588041752580186)  2026-02-11T14:12Z [---] followers, [---] engagements


"SK Hynix is becoming a trillion dollar company (not $HIMS) The main constraint is that it can't be easily bought by US investors limiting liquidity. Nomura SK Hynix Comment: SK Hynix 2026/27F Operating Profit Forecast at $130.8B / $184.8B "We estimate that commodity memory price increases in 1Q26 significantly exceeded our initial expectations. We estimate commodity DRAM/NAND prices rose +90%/+60% QoQ in 1Q substantially Nomura SK Hynix Comment: SK Hynix 2026/27F Operating Profit Forecast at $130.8B / $184.8B "We estimate that commodity memory price increases in 1Q26 significantly exceeded"  
[X Link](https://x.com/D27357/status/2022241088564851140)  2026-02-13T09:27Z [---] followers, [---] engagements


"@fundmyfund $LGCY looks nice"  
[X Link](https://x.com/D27357/status/2022319678689804467)  2026-02-13T14:39Z [---] followers, [--] engagements


"Upcoming synergy between AI and Quantum computing: What's especially fascinating about this time is that we're going through multiple technological revolutions at the same time - and they all accelerate each other - AI photonics material sciences quantum space industry etc. https://arxiv.org/abs/2505.23860 https://arxiv.org/abs/2505.23860 Quantum and AI are becoming a symbiotic powerhouse. AI helps design better qubits quantum will soon generate the data to train the next generation of AI. NVIDIA is at the center of this collision providing the accelerated platform that makes it possible."  
[X Link](https://x.com/D27357/status/2014599777854406762)  2026-01-23T07:23Z [---] followers, [---] engagements


"Lmao Cathie Wood is arguably the worst investor of all time OMG. @ARKInvest CEO Cathie Wood who is the largest institutional owner of $NTLA and biggest cheerleader for CRSPR Gene Editing stocks thesis on the space will BLOW YOUR MIND. Her flagship fund $ARKK is down -50% over the last [--] years. Our analysts who are very young & https://t.co/rMp9CQYsyy OMG. @ARKInvest CEO Cathie Wood who is the largest institutional owner of $NTLA and biggest cheerleader for CRSPR Gene Editing stocks thesis on the space will BLOW YOUR MIND. Her flagship fund $ARKK is down -50% over the last [--] years. Our"  
[X Link](https://x.com/D27357/status/2015043211274736054)  2026-01-24T12:45Z [---] followers, [---] engagements


"Makes sense 👍🏻 I invested in $SKYT due to this kind of reasoning. With re. to Infleqtion Quantum sensing has quite a big TAM & it might inflect within the next [--] years imo but of course it is a very sound strategy to be in sth that is gonna do well anyways and also has the additional potential quantum upside. https://twitter.com/i/web/status/2015209810757591461 https://twitter.com/i/web/status/2015209810757591461"  
[X Link](https://x.com/D27357/status/2015209810757591461)  2026-01-24T23:47Z [---] followers, [---] engagements


"I'm long $PATH & $PGY. Actually [--] out of my top [--] positions. I think $PATH is misunderstood imo it won't be disrupted by AI/LLMs but actually will be a significant beneficiary of AI. I haven't seen anything on the level of Maestro in terms of agentic AI orchestration. $PGY I agree that business is firing on all cylinders and with rate cuts and potentially the 10% credit card cap there are additional tailwinds. I'm just not sure what would finally cause the rerating. Q4 hopefully. Different to many on finX I'm not convinced about $HIMS. I don't believe they have a durable MOAT. Imo $REAX will"  
[X Link](https://x.com/D27357/status/2015407218116763681)  2026-01-25T12:51Z [---] followers, [---] engagements


"@tfanalytics1 Yes outcome based pricing please I've been hoping for an according announcement since Daniel mentioned it in Q3 call. I really hope they announce it in Q4 earnings. Especially in the early adoption phase but also later on What even would be the argument against that"  
[X Link](https://x.com/D27357/status/2015541912451604698)  2026-01-25T21:46Z [---] followers, [---] engagements


"The most insane thing is that we apparently get $15 in cash and $20 in Ionq stock () I don't want to own Ionq Man I'm super upset actually I didn't do months of research for a measly 2x. Skywater is worth at least [--] times more than Ionq. What nonsense is this $35 is not even a premium wtf"  
[X Link](https://x.com/D27357/status/2015745075930611947)  2026-01-26T11:14Z [---] followers, [---] engagements


"Let's hope so. Otherwise I'm mad disappointed. I just can't really hold stock when I don't trust the leadership and how the fuck am I supposed to trust that grifter de Masi But apparently I was mistaken in seeing Sondermann as trustworthy anyways. Why on earth would he willingly report to de Masi Maybe the Skywater isn't as well positioned as I thought after all. Otherwise I agree - only excuse would be if government was involved. What a terrible deal I feel scammed to tell you the truth https://twitter.com/i/web/status/2015755977899827376 https://twitter.com/i/web/status/2015755977899827376"  
[X Link](https://x.com/D27357/status/2015755977899827376)  2026-01-26T11:57Z [---] followers, [--] engagements


"Imo they've made great acquisitions but I'm not convinced by their actual trapped ion core technology. Valuation is not cheap + I can't bring myself to trust the leadership. I wouldn't be surprised by a government investment in Ionq though. That might increasingly be a real possibility. @D27357 @aleabitoreddit @wallstengine So good for $IONQ long $IONQ @D27357 @aleabitoreddit @wallstengine So good for $IONQ long $IONQ"  
[X Link](https://x.com/D27357/status/2015782653421605158)  2026-01-26T13:43Z [---] followers, [---] engagements


"Yes this is really bearish for $QBTS. Incredible acquisition by de Masi. The insane thing about Ionq is they have never actually produced anything of value themselves but somehow raised enough money to buy legitimate businesses. I also wouldn't be surprised if the government invests in Ionq at this point. $IONQ $QBTS IONQ just bought D-Wave and PsiQuantum's foundry of choice for many projects. They will now need to pivot or indirectly support IONQ by continuing to partner with its foundry. Achieving quantum supremacy with qubits fabricated in the United States marks a pivotal $IONQ $QBTS IONQ"  
[X Link](https://x.com/D27357/status/2015807043819442272)  2026-01-26T15:20Z [---] followers, [---] engagements


"@BioMindBeliever yes but this could be a meaningful disadvantage since Ionq can scale & package in house now right"  
[X Link](https://x.com/D27357/status/2015815664779280666)  2026-01-26T15:54Z [---] followers, [---] engagements


"💯 agreed Most likely the board member Unterseher who owns 30% of $Skyt wants to cash out. Sondermann just doesn't have a say in the matter unfortunately. He planned on making Skyt the leading quantum foundry. How's that gonna work if you're literally the subsidiary of a direct competitor of your customers Weirdly Sondermann said in Press release they're gonna continue to service their quantum customers. What customer would agree to that https://twitter.com/i/web/status/2015843617034604619 https://twitter.com/i/web/status/2015843617034604619"  
[X Link](https://x.com/D27357/status/2015843617034604619)  2026-01-26T17:45Z [---] followers, [---] engagements


"Rotated some of my $SKYT into $PGY. Will keep a significant amount of cash (including $SKYT stock) for now"  
[X Link](https://x.com/D27357/status/2015849815792402498)  2026-01-26T18:10Z [---] followers, [---] engagements


"@Alan_Baratz Thoughts on long term partner $SKYT being acquired by direct competitor Ionq"  
[X Link](https://x.com/D27357/status/2015857099004117315)  2026-01-26T18:39Z [---] followers, [---] engagements


""as the market is shifting towards semi customisation customers are required to sign a contract a year prior to actual delivery" So. Specialized frontier AI memory doesn't behave like commodity memory. Even Wall street is starting to get it. @paurooteri SK TP 1400K from 900K :150 https://t.co/veVWkJakQ3 @paurooteri SK TP 1400K from 900K :150 https://t.co/veVWkJakQ3"  
[X Link](https://x.com/D27357/status/2015889018785771925)  2026-01-26T20:46Z [---] followers, [---] engagements


"I always get an uneasy feeling when $CHA has a green day 😅 Like sth must be wrong lol"  
[X Link](https://x.com/D27357/status/1980369723050324009)  2025-10-20T20:25Z [---] followers, [---] engagements


"That's more than 3h waiting time for a tea 🤣😂 $CHA Sending prayer to staffs Chagee Mid Valley. https://t.co/Cc1mOPcbyT Sending prayer to staffs Chagee Mid Valley. https://t.co/Cc1mOPcbyT"  
[X Link](https://x.com/D27357/status/1980370712763552153)  2025-10-20T20:29Z [---] followers, [---] engagements


"That's over [--] hours waiting for a tea lmao $CHA chagee can't be completely dead after all Still holding my shares; my worst performing stock 🤣 Ultimately near term price action depends on SSS in China of course. I don't have high expectations for that though tbh. @nabilfikran10 ni chagee wolo [---] cups 😭😭🙏🏻 https://t.co/1jaywP8aYz @nabilfikran10 ni chagee wolo [---] cups 😭😭🙏🏻 https://t.co/1jaywP8aYz"  
[X Link](https://x.com/D27357/status/1980373767424717258)  2025-10-20T20:41Z [---] followers, [---] engagements


"Interesting perspective on Chagee $CHA @D27357 The tea is higher quality and the packaging generally feels a bit better however the product offerings I don't like (milk tea) as much as competitors (Auntjenny) which sells more fruit/juice teas vs milk but most Chinese seem to prefer milk teas so not a negative. @D27357 The tea is higher quality and the packaging generally feels a bit better however the product offerings I don't like (milk tea) as much as competitors (Auntjenny) which sells more fruit/juice teas vs milk but most Chinese seem to prefer milk teas so not a negative"  
[X Link](https://x.com/D27357/status/1984285177162662330)  2025-10-31T15:43Z [---] followers, [---] engagements


"It's a low margin business that's why p/s seems low. When you value by [----] P/EBITDA and compare to Globalfoundries it's not cheap. But it's not super expensive either. MOAT is very significant fs. I own it bc the US has to reindustrialise for national security reasons and competition with China and SKYT is really at the centre of that + they're working on all sorts of technologies that are mostly funded by their clients via TaaS That includes [--] quantum computing companies [--] of which added just last quarter. If any of them achieves meaningful breakthrough they will rely on SKYT as a foundry."  
[X Link](https://x.com/D27357/status/2002727824780562708)  2025-12-21T13:08Z [---] followers, [---] engagements


"I love how the market is reacting with months of delay after great earnings or other bullish news. Should indicate that there won't be a lack of opportunities going forward although it can be really frustrating 😅 ( $SKYT $CPSH) I think $PGY and $PATH will see similar price action at some point in the next few months after their recent weakness. We will see. I believe in both cases earnings will prove bears wrong. Although also in both cases initial positive reaction after the latest good earnings faded for no reason lol. Either way I have to do a better job understanding what exactly moves"  
[X Link](https://x.com/D27357/status/2013741982963679663)  2026-01-20T22:34Z [---] followers, [---] engagements


"Worst performing holdings today: $VELO -11% $CCCX -6.6% $PGY -4.7% Overall a flat day even though many other investors had a very green day. Therefore underperformance. (I don't compare myself to indices but to the on a consistent level best performing investors and the investment strategy adjacent opportunity set. By that standard I'm currently also underperforming ytd. Sold $CRVS a few weeks ago to rotate into other stocks kill me now) Portfolio down 3.7% today. My largest position $PATH down 8%. Will post exclusively losses/red days/drawdowns to train contrarian thinking. Also I'm a little"  
[X Link](https://x.com/D27357/status/2013746109076668764)  2026-01-20T22:51Z [---] followers, [---] engagements


"With Infleqtion and Xanadu already going public and now possibly Quantinuum (reportedly at $20 billion market cap) as well it wouldn't be surprising at all to see poor price action in the existing QC stocks. If I was to go short I'd choose $RGTI & $QUBT. $IONQ also makes a lot of sense as a short once the superior trapped Ion company Quantinuum goes public. I wouldn't short $QBTS especially into Qubits [--] but it's also not a long for me at current valuation. I also would like to see more info about their gate model that is already planned to be made available this year. That said I'm not"  
[X Link](https://x.com/D27357/status/2015214025529782698)  2026-01-25T00:03Z [---] followers, [---] engagements


"@aleabitoreddit @wallstengine Worst deal ever. $SKYT is worth 10x as much as Ionq"  
[X Link](https://x.com/D27357/status/2015750351089979690)  2026-01-26T11:35Z [---] followers, [----] engagements


"That's how you answer to FUD and communicate with investors 💯 @RKLBMan @JungleStocks The short answer is the ad is real. The longer answer is there were a series of ads ran last year mostly focused on the company's capabilities Starlab etc. I think there were six ads in total or something like that. The Palantir ad was one of them. It was a stupid ad and @RKLBMan @JungleStocks The short answer is the ad is real. The longer answer is there were a series of ads ran last year mostly focused on the company's capabilities Starlab etc. I think there were six ads in total or something like that."  
[X Link](https://x.com/D27357/status/2016225983481761862)  2026-01-27T19:05Z [---] followers, [---] engagements


"@TradeSignalHQ "Now Im not saying Im an Oscar bear I actually think in the near term this stock performs well.""  
[X Link](https://x.com/D27357/status/2016251126706790667)  2026-01-27T20:45Z [---] followers, [--] engagements


"In response SK hynix plans to further strengthen its proven quality technological leadership and mass-production capabilities based on the customer trust it has secured as the only industry player capable of stably supplying both HBM3E and HBM4 simultaneously. In particular having successfully completed the preparation stages to mass produce HBM4 for the first time in the industry in September last year the large-scale production of the next-generation HBM has been underway to meet customer requests the company said. The company also sets to maintain its HBM4 leadership while strengthening"  
[X Link](https://x.com/D27357/status/2016441572389220554)  2026-01-28T09:21Z [---] followers, [---] engagements


"Sure happy to I didn't mean slow in the literal sense but as in it slows adoption/commercial scalability. The hardware limitation I remember always being mentioned is that if qubit connectivity was [--] or 100+ then it would by far improve usefulness & scalability especially for QML and I know QML is already here to an extent but it's still significantly limited by hardware as far as I understand"  
[X Link](https://x.com/D27357/status/2016591018607476926)  2026-01-28T19:15Z [---] followers, [--] engagements


""He mentioned hes interested in nearly every part of IonQs business outside of core quantum computing: Capella Space Vector Atomic Skylooms optical terminals and now SkyWater. Assets hed be happy to own as standalone companies." 💯 Yeah I'm not convinced about the actual core tech as well especially when compared to Quantinuum. I'm not convinced here they basically have a conglomerate of different companies that often have little connection to trapped Ion QC. Like what does vector atomic have to do with trapped ion QC except the word quantum And you have to now run all those different"  
[X Link](https://x.com/D27357/status/2016603910555734439)  2026-01-28T20:06Z [---] followers, [---] engagements


"@tfanalytics1 Yeah cost $ average is so important. Also mentally. I made many mistakes in that regard last year. With $PATH I've been more patient. Am now exactly even"  
[X Link](https://x.com/D27357/status/2016608673619955903)  2026-01-28T20:25Z [---] followers, [---] engagements


"That's what I like about SK Hynix: "Rather than focusing only on short-term performance it is important to respond to customer demand while building trust" SK Hynix 4Q25 Q/A (2) 4) CAPA Optimization Strategy Rather than focusing only on short-term performance it is important to respond to customer demand while building trust. Maximizing production volume as much as possible. Currently expanding 1b nano CAPA at M15X and making SK Hynix 4Q25 Q/A (2) 4) CAPA Optimization Strategy Rather than focusing only on short-term performance it is important to respond to customer demand while building"  
[X Link](https://x.com/D27357/status/2016786353153835465)  2026-01-29T08:11Z [---] followers, [---] engagements


"Whether or not it's justified in this particular case Stocks are priced based on future cashflow expectations not present or past. If you use present and past numbers and complain that price action doesn't correlate - that is the case bc it's simply not how the market values stocks in the first place. I'm always annoyed when I see these kinds of "arguments" in my feed. Everyone can model and is aware of past and present numbers. That doesn't give you an edge or make you a good investor. It's honestly a miracle shares are up on this bad of a report . $TSLA https://t.co/caF48bmYKF It's honestly"  
[X Link](https://x.com/D27357/status/2016836272069791939)  2026-01-29T11:30Z [---] followers, [---] engagements


"The other institutional investors are definitely more promising. BlackRock is a good sign fs since it's their main client so far. But I see Cathie Wood generally as a contrarian signal like Jim Cramer so it makes me pause🤔 And I honestly don't even mean that as a joke she's been a legitimately good contrarian signal in many cases in my experience. So Cathie Wood investing is a legitimately bearish signal for me. Although even the worst investors are right occasionally I guess. Otherwise an interesting company though. I already own a bunch of shares. I love $FIGR but unfortunately only bought"  
[X Link](https://x.com/D27357/status/2016854351298388114)  2026-01-29T12:42Z [---] followers, [--] engagements


"Wait where did all those ytd screenshots go"  
[X Link](https://x.com/D27357/status/2016918648309338146)  2026-01-29T16:57Z [---] followers, [---] engagements


"Pump and dump probably. Just another variable we have to accept and account for in investing. Market has always been full of corruption manipulation insider trading pumps and dumps and scams unfortunately. Fintwit hardly the worst there is. Just sth we have to adapt to imo. Of course always positive when people like yourself who know what they're talking about call it out.👍🏻 Often times with misleading/unrealistic hype it first pumps a lot very quickly arguably too much. And later it falls back down when people realize reality. We have to learn how to play it 🤔 always adapt to the ever"  
[X Link](https://x.com/D27357/status/2016951324429209785)  2026-01-29T19:07Z [---] followers, [---] engagements


"Yeah they got pretty great IP to my understanding. It's actually quite rare to see so many insiders buying. Not even sure when I've last seen that. I've personally taken some profits here and plan to buy back later if it drops after pump & dump is over. Of course they could announce a new contract any day now. But agreed they first need to get the new facility up & running until we see sustainable rerating probably. Q4 guided weaker than Q3 so we'll see what happens after that. https://twitter.com/i/web/status/2016953866030293157 https://twitter.com/i/web/status/2016953866030293157"  
[X Link](https://x.com/D27357/status/2016953866030293157)  2026-01-29T19:17Z [---] followers, [--] engagements


"I'm bullish on $CPSH but best to be careful with short term pump & dumps especially with small caps. Good idea to be patient & strategic with accumulation instead of immediately fomo-ing into every new name your favourite investing account mentions. Imo that is The most hilarious part about @aleabitoreddit stretched claims on his $cpsh posts is that he MISSES the actual re-rating driver. CPS is in midst of transitioning to a NEW AUTOMATED Factory that DOUBLES their capacity + gives efficiency gains. It's great . The most hilarious part about @aleabitoreddit stretched claims on his $cpsh posts"  
[X Link](https://x.com/D27357/status/2016954810713456731)  2026-01-29T19:21Z [---] followers, [---] engagements


"@fundmyfund + Cathie Wood And you get the SCW contrarian triangle. New key contrarian indicator"  
[X Link](https://x.com/D27357/status/2016965133499609277)  2026-01-29T20:02Z [---] followers, [--] engagements


"Sth to temporarily hold instead of cash. upside of $CHAC not super big imo not in the near term/SPAC phase at least. But since I don't like holding too much cash I often hold these kinds of things for a while. Short term asymmetric trade better than holding too much cash. $CHAC is within 3% of $10.30 NAV the closest its been to NAV since DA after hitting highs of $13 on DA and trading above $11.25 just two weeks ago. $CHAC is within 3% of $10.30 NAV the closest its been to NAV since DA after hitting highs of $13 on DA and trading above $11.25 just two weeks ago"  
[X Link](https://x.com/D27357/status/2016971637644546135)  2026-01-29T20:28Z [---] followers, [---] engagements


"@Vmaxpax @aleabitoreddit If you block @Vmaxpax that's your miss one of the best investment related accounts on X. Doesn't do pump & dumps either but provides actual alpha. Tells you everything you need to know about Serenity Deliver facts and actual research get blocked. 🫡 https://t.co/0HbEKihuvf Tells you everything you need to know about Serenity Deliver facts and actual research get blocked. 🫡 https://t.co/0HbEKihuvf"  
[X Link](https://x.com/D27357/status/2016996252685107558)  2026-01-29T22:05Z [---] followers, [---] engagements


"$CEPT Growth numbers not too bad. Promising company imo. Tokenization firm Securitize reports 841% revenue growth as it prepares to go public https://t.co/dN27PUocar via @coindesk Tokenization firm Securitize reports 841% revenue growth as it prepares to go public https://t.co/dN27PUocar via @coindesk"  
[X Link](https://x.com/D27357/status/2016998117632061686)  2026-01-29T22:13Z [---] followers, [---] engagements


"@jakebrowatzke Holding $PATH"  
[X Link](https://x.com/D27357/status/2017003374588100920)  2026-01-29T22:34Z [---] followers, [---] engagements


"I didn't know that Warsh is a partner at Duquesne. This will be interesting. With Bessent & Warsh we now have two Druckenmiller students leading the US economy. Druckenmiller is imo the greatest investor of all time especially with re. to macro. Interesting times BREAKING: President Trump nominates Kevin Warsh as the next Fed Chairman. https://t.co/StO3r6viyH BREAKING: President Trump nominates Kevin Warsh as the next Fed Chairman. https://t.co/StO3r6viyH"  
[X Link](https://x.com/D27357/status/2017207755753271591)  2026-01-30T12:06Z [---] followers, [---] engagements


"Shutdown avoided apparently https://www.wsj.com/politics/policy/white-house-and-democrats-pursue-deal-to-avert-shutdown-f2690ceemod=mhp https://www.wsj.com/politics/policy/white-house-and-democrats-pursue-deal-to-avert-shutdown-f2690ceemod=mhp"  
[X Link](https://x.com/D27357/status/2017234934415458815)  2026-01-30T13:54Z [---] followers, [--] engagements


"Although defense companies have run a lot and there has been a lot of rotation into defense names. Some rotation out of defense wouldn't surprise me. There definitely will be opportunities long term in defense since this is a macro trend at this point. Anti drone tech fs directed energy seems interesting in that context Connectivity solutions like Elsight Non-Gnss tech /jamming - quantum sensing Specialized batteries Edge AI Information warfare Specialized materials will be important as well such as cps technologies https://twitter.com/i/web/status/2017257862817370389"  
[X Link](https://x.com/D27357/status/2017257862817370389)  2026-01-30T15:25Z [---] followers, [---] engagements


"$NU NuBank expanding to the US in [----] https://international.nubank.com.br/company/nu-secures-approval-to-establish-us-national-bank/ https://international.nubank.com.br/company/nu-secures-approval-to-establish-us-national-bank/"  
[X Link](https://x.com/D27357/status/2017287387076800589)  2026-01-30T17:22Z [---] followers, [---] engagements


"@alexeliasson Interesting. I'm still wondering why Kaspi never expanded into Uzbekistan. I like both Kaspi and Halyk Bank. $HSBK still has a pe of [---]. I've been looking for a way to get exposure to Uzbekistan for a long time. Has a lot of potential imo. Will be adding more $HSBK"  
[X Link](https://x.com/D27357/status/1947930526972596258)  2025-07-23T08:03Z [---] followers, [---] engagements


"News $IINN Inspira technologies: A top U.S. hospital included in the U.S. News & World Report 2025-2026 Best Hospitals Honor Roll (top [--] nationwide with multiple specialties in the top five) has expanded its use of the INSPIRA ART100 system from prior clinical applications to lung transplantation procedures. This is described as one of the most demanding areas of advanced respiratory care requiring high reliability and precision. Context of Expansion: The hospitals decision follows positive prior clinical use of the ART100 indicating successful performance in less complex applications (e.g."  
[X Link](https://x.com/D27357/status/1962930300259856677)  2025-09-02T17:27Z [---] followers, [---] engagements


"I'm very confident about $CHA Chagee holdings actually more so then before earnings and think the current price action is not justified. Am I delusional here Would love to hear some arguments of bears if someone has the time"  
[X Link](https://x.com/D27357/status/1963991641993134254)  2025-09-05T15:44Z [---] followers, [---] engagements


"@semivision_tw Do you know how they managed to avoid micro cracks No partnership with LPKF to my knowledge 🤔"  
[X Link](https://x.com/D27357/status/2014579394228977665)  2026-01-23T06:02Z [---] followers, [---] engagements


"Agreed the question is what would be the catalyst for a rerating. Also some of these are not a reasonable comparison. Especially $FIGR can't be compared at all completely different business with much much more potential and earnings power. $UPST is a much better comparison. I bought $PGY when it was already cheap before Q3 results assuming they would crush earnings - rerating But it's now trading below where it was before Q3. Druckenmiller famously said you have to understand what actually moves your stocks So what will cause it to re-rate If Q4 earnings don't cause it I don't know what will"  
[X Link](https://x.com/D27357/status/2015046871081746516)  2026-01-24T12:59Z [---] followers, [---] engagements


"Btw a surprising quantum play is Infineon which is the by far leading trapped Ion modality foundry partnering with Quantinuum & Ionq. Although at $50 billion market cap this is irrelevant to the stock price near & mid term. A very interesting MOAT seems to be quantum RF by Infleqtion. There is only one single other company (Rydberg technologies) that is doing Quantum RF at all worldwide. Otherwise there is no one doing this as far as I know. So worst case in terms of pricing power this would be a duopoly. The technology is already practical not just theoretical & the potential significant"  
[X Link](https://x.com/D27357/status/2015190864650191159)  2026-01-24T22:31Z [---] followers, [---] engagements


"@stocktalkweekly Super disappointed in Skywater leadership. $SKYT is worth much more than that"  
[X Link](https://x.com/D27357/status/2015747121526321640)  2026-01-26T11:22Z [---] followers, [----] engagements


"@Cat_States Man I'm so disappointed in $SKYT leadership. The company is worth much more than that. Now I get $IONQ shares apparently wtf"  
[X Link](https://x.com/D27357/status/2015750874501361733)  2026-01-26T11:37Z [---] followers, [---] engagements


"Fucking nuts. $SKYT literally my largest position now I get shares in some grifting nonsense - and not even at a premium Wtf Sondermann Apparently $SKYT leadership was never trustworthy to begin with and was mistaken in trusting them. Months of research for a measly 2x. What a terrible deal I honestly feel scammed by Skywater leadership. Not once was the possibility of being bought out mentioned especially by grifter de Masi. And not even a premium for one of the most important strategic assets in the US what the hell https://twitter.com/i/web/status/2015752797749121249"  
[X Link](https://x.com/D27357/status/2015752797749121249)  2026-01-26T11:44Z [---] followers, [----] engagements


"I struggle to see how $SKYT can continue to exist as a neutral quantum foundry. Probably will work exclusively as Ionq foundry now I assume. They're working VERY closely with their quantum customers on the tech. What QC company would give Skywater this close of an insight into their tech if Skywater is literally owned by a direct competitor I assume these customers will have to look for a new foundry will be interesting to see who can capture them. Psiquantum will probably move to $GFS. This is especially problematic for d-wave $QBTS since they have been working with Skywater for many years."  
[X Link](https://x.com/D27357/status/2015819933372846522)  2026-01-26T16:11Z [---] followers, [---] engagements


"👀 Anduril using d-wave $QBTS for missile defense planning Anduril Davidson Technologies and D-Wave $QBTS ran a quantum-classical test for missile defense planning and said D-Waves hybrid solver was 10x faster as scenarios scaled. In a 500-missile attack simulation they reported 9% to 12% better threat mitigation and the ability to https://t.co/hr0dFPAPfn Anduril Davidson Technologies and D-Wave $QBTS ran a quantum-classical test for missile defense planning and said D-Waves hybrid solver was 10x faster as scenarios scaled. In a 500-missile attack simulation they reported 9% to 12% better"  
[X Link](https://x.com/D27357/status/2016141398093844515)  2026-01-27T13:29Z [---] followers, [---] engagements


"@SonicTed @repliqa @yamada03220 Can you pls share the link to that Schmid is working with Trumpf so they do have laser capability"  
[X Link](https://x.com/D27357/status/2018361027499340099)  2026-02-02T16:29Z [---] followers, [--] engagements


"thanks for sharing this is in fact interesting. My understanding of the technology is still too little to judge the competitive field. I just know that LPKF is not the only possibility here. Schmid+ Trumpf or PlanOptik+4JET also possible to my understanding. LPKF has recently expanded IP protection to SK so this customer could be Samsung or Absolics (SK Group). I'm still in the early phases of researching this sector though & my understanding is limited so far. https://twitter.com/i/web/status/2018365315927929246 https://twitter.com/i/web/status/2018365315927929246"  
[X Link](https://x.com/D27357/status/2018365315927929246)  2026-02-02T16:46Z [---] followers, [--] engagements


"@finphysnerd I first bought SK Hynix in December [----]. Added more multiple times since including today. Still very good r/r imo"  
[X Link](https://x.com/D27357/status/2018481938445533367)  2026-02-03T00:29Z [---] followers, [---] engagements


"Inspira Technologies (IINN): High risk high reward investment Israeli small cap trying to disrupt [--] billion $ industry Current market cap: [--] mio $; First commercial contract received last week is worth [----] million $ for ART100 I. Company Overview: Revolutionizing Critical Care Inspira Technologies (IINN) is an Israeli MedTech company focused on developing advanced respiratory support and blood monitoring solutions. Mission: To transform critical care by offering less invasive patient-centric alternatives to traditional mechanical ventilation and continuous blood monitoring. TAM: at least"  
[X Link](https://x.com/D27357/status/1942231090573291538)  2025-07-07T14:35Z [---] followers, [---] engagements


"I just more than tripled my position in Inspira technologies $IINN. Did a lot of rotating. The CEO just announced a new purchase order bringing "total secured binding purchase orders for [----] to $49.5 million" He added that additional orders are expected to follow. The current market cap is $35 million. Downside includes $75 million in share issuance over the next couple of years which is of course expected from a small medtech. Also: the company has no revenue so far and is based in Israel with according risks. The upside is very significant imo and the pipeline promising. Definitely"  
[X Link](https://x.com/D27357/status/1957810920437973454)  2025-08-19T14:24Z [---] followers, [---] engagements


"$IINN Inspira technologies Announces 97.3% Accuracy Results for HYLA Blood Sensor Advancing Toward FDA Submission for Clearance This opens up the point-of-care blood testing market estimated at over $2 billion. Inspira's market cap is $35 million Inspira has distribution agreements for at least around $85 million in place for HYLA dependent on regulatory clearance (expected middle of next year). Key features of the HYLA Blood Sensor include: -High Accuracy: Achieves 97.35% accuracy relative to standard blood gas analyzers. -Continuous Monitoring: Provides second-by-second data eliminating the"  
[X Link](https://x.com/D27357/status/1966147791824048441)  2025-09-11T14:32Z [---] followers, [---] engagements


"@jpmontero88 💯 I made the exact same choice. Was always skeptical about how they would accomplish higher margins than Wiwynn for instance but still invested due to sheer backlog and demand. All they had to do was basic execution which they unfortunately failed"  
[X Link](https://x.com/D27357/status/1984194122882974055)  2025-10-31T09:41Z [---] followers, [---] engagements


"@mvcinvesting -Chagee holdings -gambling.com -Jade group inc -Halyk Bank -climb global solutions Larger cap: -Kaspi.kz -SK Hynix -Coherent Corp"  
[X Link](https://x.com/D27357/status/1940868079623590120)  2025-07-03T20:19Z [---] followers, [----] engagements


"What I'm concerned about with this business model is margins. It looks like a small Wiwynn and they struggle a lot with margins despite economics of scale. Have only glanced at 2RCSI so far but that would severely limit upside by the looks of it. How do you see that Can they improve margins I don't see how they would achieve better margins than Wiwynn but I might be misunderstanding or missing sth here. https://twitter.com/i/web/status/1956125062873969053 https://twitter.com/i/web/status/1956125062873969053"  
[X Link](https://x.com/D27357/status/1956125062873969053)  2025-08-14T22:45Z [---] followers, [---] engagements


"My current portfolio: [--]. $PATH [--]. $SKYT [--]. $PGY [--]. $CCCX [--]. SK Hynix [--]. $CPSH [--]. $RKLB [--]. $YB [--]. $VELO [--]. $CLPT [--]. $FIGR [--]. $TIGR [--]. $CODI recent changes: -bought $VELO at $6.31 after seeing improved balance sheet and promising developments re. pipeline. Cool company which I've found especially interesting since new leadership stepped in and improved strategy. Doubled in [--] days lol unfortunately only small position. -bought a small position in $FIGR which is one of the most promising companies I've seen in a long time. I love the vision insane potential imo. I will be looking into buying"  
[X Link](https://x.com/D27357/status/1999298949119705480)  2025-12-12T02:03Z [---] followers, [----] engagements

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