# ![@FUM_Investors Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2010364574307110912.png) @FUM_Investors FUM Investors

FUM Investors posts on X about ai, $mu, in the, market the most. They currently have [---] followers and [--] posts still getting attention that total [----------] engagements in the last [--] hours.

### Engagements: [----------] [#](/creator/twitter::2010364574307110912/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010364574307110912/c:line/m:interactions.svg)

- [--] Week [----------] +1,760%

### Mentions: [--] [#](/creator/twitter::2010364574307110912/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010364574307110912/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::2010364574307110912/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010364574307110912/c:line/m:followers.svg)

- [--] Week [---] +66%

### CreatorRank: [---------] [#](/creator/twitter::2010364574307110912/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2010364574307110912/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [countries](/list/countries)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges) 

**Social topic influence**
[ai](/topic/ai), [$mu](/topic/$mu), [in the](/topic/in-the), [market](/topic/market), [$sndk](/topic/$sndk), [stocks](/topic/stocks), [$amd](/topic/$amd), [dram](/topic/dram), [$rddt](/topic/$rddt), [company](/topic/company)

**Top accounts mentioned or mentioned by**
[@networthnotes](/creator/undefined) [@stockboildown](/creator/undefined) [@web3hommie](/creator/undefined) [@grindeoptions](/creator/undefined) [@zetaglobal](/creator/undefined) [@moninvestor](/creator/undefined) [@marketswithmay](/creator/undefined) [@jeyeth](/creator/undefined) [@joptionengineer](/creator/undefined) [@deitaone](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@investincintel](/creator/undefined) [@cruxcapital](/creator/undefined) [@growthrapidly](/creator/undefined) [@venu7](/creator/undefined) [@marketmovesmatt](/creator/undefined) [@minimaxai](/creator/undefined) [@gavinsbaker](/creator/undefined) [@zetaglobals](/creator/undefined) [@crux_capital_](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [Advanced Micro Devices (AMD)](/topic/$amd) [Reddit, Inc.  (RDDT)](/topic/$rddt) [ZetaChain (ZETA)](/topic/$zeta) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Stacks (STX)](/topic/$stx) [Iris Energy Limited (IREN)](/topic/$iren) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/tesla) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Starting our deep dive on what seems to be a retail favorite $ZETA. What we learnt so far in a nutshell: - Somewhat strong data moat for a company this size: hard to replicate their data cloud as its their own proprietary and '1st party data'. - [---] million identities that ingests 1+ million signals monthly. - Services create customer stickiness with high retention which seems to be creating a flywheel effect. - Strong traction on financial performance and profitability Anyone nice enough to share their research and key catalysts so we can piggy back info on"  
[X Link](https://x.com/FUM_Investors/status/2014688734252568609)  2026-01-23T13:16Z [--] followers, [---] engagements


"Meanwhile while doing a fundamental deep dive we're initiating a position in $ZETA under our shorter term trading port. The entry is purely based on technical analysis price setup and gamma flow: Price action shows changes in structure from the previous downtrend with signs of accumulation from the weekly inverse head and shoulder setup suggesting strong potential rally at the breakout point. Daily setup shows the price broke from previous high (22.18) and is retesting this level to potentially form both higher high and higher low levels. This indicates trend recovery that may be followed by"  
[X Link](https://x.com/FUM_Investors/status/2014697319749583253)  2026-01-23T13:50Z [--] followers, [---] engagements


"@moninvestor Spot on Am researching into this significantly as well. Not a fan of commodities but its def worth the research for potential alpha"  
[X Link](https://x.com/FUM_Investors/status/2015670868786225410)  2026-01-26T06:19Z [--] followers, [---] engagements


"Micron to invest $24 billion in Singapore plant as AI boom strains global memory supply - CNBC $MU Further concretes their profitability potential in the coming quarters to commit these numbers in capex. https://www.cnbc.com/2026/01/27/micron-24-billion-singapore-nand-dram-expansion-ai-memory-shortages.html#::text=Micron%20plans%20a%20%2424%20billion%2C%20Taiwan%2C%20Japan%20and%20Malaysia $MU - Management guided that next quarter revenues would hit within the range of $18.7B with gross margins of 68% and OPEX of $1.38B only. Based on an annualized assumption that'll leave the company to end"  
[X Link](https://x.com/FUM_Investors/status/2016058921568645323)  2026-01-27T08:01Z [--] followers, [--] engagements


"Just another day a new wave of memory price hikes just before SK Hynix and Samsung earnings on Jan 29th. Our thoughts from Micron $MU CEO on being the US National Semiconductor Champion as the VALUE of memory increases https://t.co/Z1cFMUtOPl Its not just about the shortage of memory its about the value of memory Sanjay comments that the shortage of memory is not simply due to Our thoughts from Micron $MU CEO on being the US National Semiconductor Champion as the VALUE of memory increases https://t.co/Z1cFMUtOPl Its not just about the shortage of memory its about the value of memory Sanjay"  
[X Link](https://x.com/FUM_Investors/status/2016052769220948471)  2026-01-27T07:36Z [--] followers, [---] engagements


"Micron to invest $24 billion in Singapore plant as AI boom strains global memory supply - CNBC $MU Further concretes their profitability potential in the coming quarters to commit these numbers in capex. https://www.cnbc.com/2026/01/27/micron-24-billion-singapore-nand-dram-expansion-ai-memory-shortages.html#::text=Micron%20plans%20a%20%2424%20billion%2C%20Taiwan%2C%20Japan%20and%20Malaysia $MU - Management guided that next quarter revenues would hit within the range of $18.7B with gross margins of 68% and OPEX of $1.38B only. Based on an annualized assumption that'll leave the company to end"  
[X Link](https://x.com/FUM_Investors/status/2016060655871394014)  2026-01-27T08:08Z [--] followers, [---] engagements


"$STX Seagate Q3 Guidance Tops Estimates Nearline HDD Capacity Fully Booked Through [----] Despite inference demand across the board SSDs are supposed to be more sought after as the purpose is to serve as a Hot storage to cater for faster computation. However this is not a zero sum game (misconception that SSDs are killing HDDs) as supply shortages continue to worsen across the supply chain and Seagates recent earnings and comments on capacity proves this. As long as more data centers are being built due to demand hyper scalers CAPEX will continue to increase. AI is definitely not a bubble and"  
[X Link](https://x.com/FUM_Investors/status/2016437428962410838)  2026-01-28T09:05Z [--] followers, [---] engagements


"And the DRAM and NAND prices continue to soar - thesis built since Oct still in tact. $SNDK $MU Global memory chip prices are skyrocketing: Dynamic random-access memory (DRAM) spot prices are up to a record average of $30.0. In fact average spot prices for 16GB DDR4 are now up +2352% YoY to $76.9. At the same time 8GB DDR4 prices surged +1873% YoY to $28.9. 8GB https://t.co/TkqSvIdblO Global memory chip prices are skyrocketing: Dynamic random-access memory (DRAM) spot prices are up to a record average of $30.0. In fact average spot prices for 16GB DDR4 are now up +2352% YoY to $76.9. At the"  
[X Link](https://x.com/FUM_Investors/status/2016794481186787502)  2026-01-29T08:44Z [--] followers, [---] engagements


"$SOFI up 6% premarket fueled by an incredible Q4 [----] earnings report: Adjusted Net Revenue $1.0 Billion +37% YoY GAAP Net Income $174 Million +23% YoY Adjusted EBITDA $318 Million +60% YoY New Member Additions [---] Million New Record Total Members [----] Million +35% Total Products [----] Million +37% The financial services segment is now a primary driver of the bottom line with fee-based revenue jumping 53% YoY to $443mil. On the 3rd picture you can see that the fee based revenue (which is capital light) is now 43% of their total revenue making it a key differentiating factor from other banks."  
[X Link](https://x.com/FUM_Investors/status/2017224077857976744)  2026-01-30T13:11Z [--] followers, [---] engagements


"Adding $OUST in our library A beneficiary of physical AI and the adoption towards lidar sensors and intelligent softwares for automotive industrial robotics and smart infra use cases. Traded this stock on Oct as one of our satellite positions and revisiting them. Heres our short thesis: [--]. Superior Margin Profile via "Digital Lidar" Unlike competitors using complex analog components (lasers mirrors and lenses) Ousters architecture is fully digital (CMOS). The Impact: This allows the company to scale like a semiconductor firm. As volumes increase costs drop exponentially while performance"  
[X Link](https://x.com/anyuser/status/2016049471881412621)  2026-01-27T07:23Z [---] followers, [----] engagements


"During $TSLAs earnings call Elon Musk comments on Teslas limiting factor for growth in the next 3-4 years: Chip production - shortage of AI logic RAM (memory chips) for their volumes. They wont be selling their chips because they need all they can use $MU $SNDK"  
[X Link](https://x.com/FUM_Investors/status/2016822404111356177)  2026-01-29T10:35Z [--] followers, [---] engagements


"Not too shabby for a $211K account on Jan Main contributors are trimming $SNDK $MU and trading $IREN and $CRWV. Also sold options on these names for juicy premiums. Got some covered calls lined up for Feb lets see how we do"  
[X Link](https://x.com/FUM_Investors/status/2017788520182792677)  2026-02-01T02:34Z [--] followers, [---] engagements


"Where do yall think money flow be rotating to on Feb Eyes on $AMD and $AMZN earnings 👀 JANUARY IS NOW OVER FOR THE STOCK MARKET Here are the best-performing stocks in the S&P [---] through the first month of [----] 🥇 Sandisk $SNDK +143%🟢 🥈 Moderna $MRNA +49%🟢 🥉 Seagate $STX +48%🟢 Micron $MU +45%🟢 Western Digital $WDC +45%🟢 Lam Research $LRCX +36%🟢 Lockheed JANUARY IS NOW OVER FOR THE STOCK MARKET Here are the best-performing stocks in the S&P [---] through the first month of [----] 🥇 Sandisk $SNDK +143%🟢 🥈 Moderna $MRNA +49%🟢 🥉 Seagate $STX +48%🟢 Micron $MU +45%🟢 Western Digital $WDC"  
[X Link](https://x.com/FUM_Investors/status/2017792374232240225)  2026-02-01T02:49Z [--] followers, [---] engagements


"@marketswithmay @Jey_Eth Love the savage replies sofi expected to grow revenues 30% yoy till [----] and have margin expansion but yet the bears still barking"  
[X Link](https://x.com/FUM_Investors/status/2017951016663359887)  2026-02-01T13:19Z [--] followers, [--] engagements


"Another week of impactful earnings coming We have our eyes on $PLTR $AMD $UBER $GOOG $ELF $AMZN $IREN Dont wanna jinx it but expecting big performance by AMD as theyve a tonne of orders expected this year"  
[X Link](https://x.com/FUM_Investors/status/2018154228397805742)  2026-02-02T02:47Z [--] followers, [---] engagements


"Latest news: Based on DRAMEXCHANGE $MU proposed a 115-125% QQQ increase for server DRAM. Due to extreme shortage this will most likely happen and profit contribution will be insane yet again because their costs have not doubled despite ASPs rising. Note: In the semiconductor industry there is something called "Cost-per-bit Reduction." Micron explicitly stated in their latest research update that they are "increasing bit density per wafer and reducing per-bit manufacturing costs" with each new generation (like their 1-gamma DRAM). While they are spending billions on new factories (Capex) the"  
[X Link](https://x.com/FUM_Investors/status/2018172773420720490)  2026-02-02T04:00Z [--] followers, [---] engagements


"Markets expected to be bloody today best time to average down on your long term ALPHA stocks. Here is a 'stress free' trade idea as an alternative to just DCAing into this stock for the long run: If $AMD is one of the high quality stocks you want to own more of we can either buy a [---] shares at current price of $225 (pre mkt price). OR you can sell a put for March at a strike price of $220 to collect $965 in premiums. 'Worse Case scenario' If $AMD goes below $220 after the strike date (6th March) you buy [---] shares of $AMD at $220 (cost of capital = [---] shares x $220). But the real capital"  
[X Link](https://x.com/FUM_Investors/status/2018235893879034210)  2026-02-02T08:11Z [--] followers, [---] engagements


"Another analyst upgrade on $AMD"  
[X Link](https://x.com/FUM_Investors/status/2018308857601388885)  2026-02-02T13:01Z [--] followers, [---] engagements


"Fundamentals are still in tact and $AMD earnings tmr bought le dip"  
[X Link](https://x.com/FUM_Investors/status/2018378947579519059)  2026-02-02T17:40Z [--] followers, [--] engagements


"@JOptionEngineer Awesome Made $17.9K on a $211K port for Jan thanks to $MU $SNDK and $AMD mostly Lets see how Feb treats us"  
[X Link](https://x.com/FUM_Investors/status/2018385356400582758)  2026-02-02T18:05Z [--] followers, [--] engagements


"Shared this before and im gonna share it again. Capitalize on this memory supercycle $MU $SNDK 📈 Memory hikes hit record levels as 1Q26 contract prices were revised upward with conventional DRAM up 9095% QoQ and NAND Flash up 5560% QoQ.💡More analysis from #TrendForce: https://t.co/AuK4JXNPju 🔗 📈 Memory hikes hit record levels as 1Q26 contract prices were revised upward with conventional DRAM up 9095% QoQ and NAND Flash up 5560% QoQ.💡More analysis from #TrendForce: https://t.co/AuK4JXNPju 🔗"  
[X Link](https://x.com/FUM_Investors/status/2018389493058040142)  2026-02-02T18:22Z [--] followers, [---] engagements


"@DeItaone Whats bad for $ORCL is good for the others in the supply chain (beneficiary of capex) $MU $SNDK $CRDO $AMD $NVDA"  
[X Link](https://x.com/FUM_Investors/status/2018390433857212570)  2026-02-02T18:25Z [--] followers, [---] engagements


"@NetWorthNotes Great results"  
[X Link](https://x.com/FUM_Investors/status/2018452255335403560)  2026-02-02T22:31Z [--] followers, [--] engagements


"@CarsonTalkMoney Painpal = value trap both qualitative and quantitative wise Dont really deserve a premium imo good choice on cutting the losers focus on companies with stronger fundamentals that may be mispriced short term"  
[X Link](https://x.com/FUM_Investors/status/2018904138957181246)  2026-02-04T04:27Z [--] followers, [--] engagements


"@stockboildown Dam I just read your profile youre only [--] years old Awesome port size so far keep it up"  
[X Link](https://x.com/FUM_Investors/status/2018908454669459601)  2026-02-04T04:44Z [---] followers, [--] engagements


"@stockboildown Thats the asian way babeh 😂 Milk some money from parents and stay with em as free labor till you can take care of em. Easiest playbook: Live below your means Hustle Save Put majority to invest Research Compound Repeat"  
[X Link](https://x.com/FUM_Investors/status/2018910373970391532)  2026-02-04T04:51Z [--] followers, [--] engagements


"This is Q4 earnings / FY [--] analysts expected better revenues from China and seq growth given the hype on AI narrative. Problem for the short term but bullish long term at a decent price point. This is not exactly a buyers market right now too but given that the new guidance changes forward PE for AMD its worth a tranche https://twitter.com/i/web/status/2018924942071652696 https://twitter.com/i/web/status/2018924942071652696"  
[X Link](https://x.com/FUM_Investors/status/2018924942071652696)  2026-02-04T05:49Z [--] followers, [--] engagements


"@Investinc_Intel bear market no because that constitutes to S&P down -20% from the highs but correction short term def yes"  
[X Link](https://x.com/FUM_Investors/status/2019082987950702777)  2026-02-04T16:17Z [--] followers, [--] engagements


"Worth a tranche *Do your own due diligence https://t.co/BoOsViXN1A https://t.co/BoOsViXN1A"  
[X Link](https://x.com/FUM_Investors/status/2019422876181622842)  2026-02-05T14:48Z [--] followers, [---] engagements


"In a nutshell: Ability to gather first party data through publishers distribution points give them a moat vs the rest Palantir like model where AI acts as a core engine while gathering industry and consumer data to generate ROI for their customers (After processing data from consumer behaviour patterns they recommend next course of action etc) One of the moat is Athena a conversational ai agent that transforms data to actionable insights for clients - no marketing platform has this so far Path to profitability is clear and could be achieved next quarter. Given their traction and history of"  
[X Link](https://x.com/FUM_Investors/status/2019512153208963318)  2026-02-05T20:43Z [--] followers, [---] engagements


"Had to cut trading position at a loss two days ago again it was a trading position based purely on TA. Cut and move on Meanwhile heres a summary thesis on $ZETA that I shared with a private discord group (Im a coach in there - go live researching stocks from scratch every [--] weeks) In a nutshell: Zeta has the ability to gather first party data through publishers distribution points give them a moat vs the rest. Data on 245m customers with identity graph Palantir like model where AI acts as a core engine while gathering industry and consumer data to generate ROI for their customers (After"  
[X Link](https://x.com/FUM_Investors/status/2019515813338968119)  2026-02-05T20:57Z [--] followers, [---] engagements


"What have we been doing 😂 JUST IN: Those betting on the return of Jesus on Polymarket this year have outperformed Bitcoin investors over the past [--] years. JUST IN: Those betting on the return of Jesus on Polymarket this year have outperformed Bitcoin investors over the past [--] years"  
[X Link](https://x.com/FUM_Investors/status/2019533305406951461)  2026-02-05T22:07Z [--] followers, [--] engagements


"GEMINI [--] (NANO 🍌) A couple of prompts and you get something amazing turned to 3D. It doesn't stop there image turned video quality is amazing as well. This was done in Weavy platform by Figma along with other AI softwares. Functionality will only get better but all software platforms will only get their moat eroded over time and be in price wars. Big boys like Google still hold the cards. *And yes I do invest in pokemon cards any of you who are can have separate discussions haha https://twitter.com/i/web/status/2019678149836173456 https://twitter.com/i/web/status/2019678149836173456"  
[X Link](https://x.com/FUM_Investors/status/2019678149836173456)  2026-02-06T07:42Z [--] followers, [--] engagements


"GEMINI [--] (NANO 🍌) A couple of prompts and you get something amazing turned to 3D. It doesn't stop there image turned video quality is amazing as well. This was done in Weavy platform by Figma along with other AI softwares. Functionality will only get better but all software platforms will only get their moat eroded over time and be in price wars. Big boys like Google still hold the cards. *And yes I do invest in pokemon cards any of you who are lets connect haha https://twitter.com/i/web/status/2019689768632897946 https://twitter.com/i/web/status/2019689768632897946"  
[X Link](https://x.com/FUM_Investors/status/2019689768632897946)  2026-02-06T08:28Z [--] followers, [---] engagements


"FUM Investor Playbook Working Day Job (Beginners with Long term port) Live below your means Save your hard earned $ Find time to research on stocks and build long term port Put hard earned $ into stock account Invest with long term mindset Compound Repeat every month Working Day Job + Side Hustle (Obsessed in finding Ideas for Short & Long term port) Live below your means Save your hard earned $ with addition to your side hustles Find time to research on stocks for short term ideas from market misprice TO build LT port Put hard earned $ into stock account constantly Let the gains from ST"  
[X Link](https://x.com/FUM_Investors/status/2020351804631052307)  2026-02-08T04:19Z [---] followers, [--] engagements


"@web3hommie Thank you my man Have posted several since on other names we invested in 🙏🏻 Are you heavily invested in equities"  
[X Link](https://x.com/FUM_Investors/status/2021008022273966531)  2026-02-09T23:47Z [---] followers, [--] engagements


"@GrindeOptions Why must they lower rates now Consumer spending remains strong gdp is growing bit more and inflation target will be hit. Recent jobless claims are justified from ups and amazon cutting majority Dont get me wrong I want lower rates too but why do they have to lower now"  
[X Link](https://x.com/FUM_Investors/status/2019527533264531777)  2026-02-05T21:44Z [---] followers, [---] engagements


"$COIN with another 'out of the box' super bowl ad Don't be puttin no cringe ads man I just bought last week 😂😅"  
[X Link](https://x.com/FUM_Investors/status/2020692882253119627)  2026-02-09T02:55Z [---] followers, [---] engagements


"@crux_capital_ Looks like you got a big project going on. Do share findings on $AXTI and $GLW and we can aim to have good discussion 😉"  
[X Link](https://x.com/FUM_Investors/status/2020858356580155762)  2026-02-09T13:52Z [---] followers, [---] engagements


"Glad to have bought dips on our high conviction theme names and trimmed some on strength as we anticipate overall market weakness after Q1 as mentioned. Trimmed: $SNDK $MU (Basis is purely on port rebalancing and momentum on price being far too ahead too fast. Not worried about Samsung HBM4 chip production as supply shortages still severe) Bought more on dips - trimmed today: $CRDO $ALAB (Took the opportunity to double exposure on $CRDO as drop was unwarranted and our entry cost basis was $136 after a -30% dip. Trimmed after hours with gains on strong 3Q rev range way above guidance) Too"  
[X Link](https://x.com/FUM_Investors/status/2021013128864202997)  2026-02-10T00:07Z [---] followers, [---] engagements


"@growthrapidly My take on $ZETA interested to see what your thoughts are Had to cut trading position at a loss two days ago again it was a trading position based purely on TA. Cut and move on Meanwhile heres a summary thesis on $ZETA that I shared with a private discord group (Im a coach in there - go live researching stocks from scratch every [--] Had to cut trading position at a loss two days ago again it was a trading position based purely on TA. Cut and move on Meanwhile heres a summary thesis on $ZETA that I shared with a private discord group (Im a coach in there - go live researching"  
[X Link](https://x.com/FUM_Investors/status/2021061759440994770)  2026-02-10T03:20Z [---] followers, [---] engagements


"Sold some covered calls on $HOOD (before earnings) $TSLA earlier and started small on $SQQQ. Will be piling on more $SQQQ and other hedges soon slowly. Justification: After the [--] day rally markets are going back to 'sellers market' status more than a buyers one and also as mentioned before we anticipate that a market correction is more likely than not after Q1 (seasonality no catalyst after prev rate cut markets waiting to see 26' earnings asset prices across the board are quite high on a TTM basis and DEEPSEEK) Weighing the fact that since Oct25' crypto and tech retail names were hit hard I"  
[X Link](https://x.com/anyuser/status/2021412782227456338)  2026-02-11T02:35Z [---] followers, [---] engagements


"$RDDT Started trading position last [--] days to capitalize on it being oversold and a possibility that recent sell off price action vs latest earnings could be unwarranted. Did quick read up about them to see if there are 'legs' to run up higher for this co over the long run. Pointers to take note of : - Reddit seems like a platform for people to discuss/seek problem solving for daily activities (which based on the stats perform better than YT/FB and others)/research about specific products before purchasing etc. Because of this the engagement is very community driven authentic & organic"  
[X Link](https://x.com/anyuser/status/2021500253543989765)  2026-02-11T08:23Z [---] followers, [---] engagements


"@NetWorthNotes Sharing what I did with Reddit and my thoughts on their MOAT https://x.com/FUM_Investors/status/2021500253543989765s=20 $RDDT Started trading position last [--] days to capitalize on it being oversold and a possibility that recent sell off price action vs latest earnings could be unwarranted. Did quick read up about them to see if there are 'legs' to run up higher for this co over the long run. https://t.co/J9yBHacoZZ https://x.com/FUM_Investors/status/2021500253543989765s=20 $RDDT Started trading position last [--] days to capitalize on it being oversold and a possibility that"  
[X Link](https://x.com/FUM_Investors/status/2021500861294444734)  2026-02-11T08:25Z [---] followers, [--] engagements


"Companies gotta do what they can to maintain/improve margins and keep shareholders happy from maintaining dividends. $UPS already mentioned a weaker mid [----] therefore more cuts and facilities to be closed down to keep up with said margins. Hyperscalers already announced their guidance and outlook for [----] which is bullish as capex spend increases (benefitting other players in the supply chain and concreting the AI thesis). $AMZN earnings and guidance to be seen after market closes 👀 U.S. employers announced [------] job cuts in January up 118% YoY and the highest January total since 2009."  
[X Link](https://x.com/FUM_Investors/status/2019409022961799257)  2026-02-05T13:53Z [---] followers, [---] engagements


"$OUST seems to be positioning themselves as the end to end sensing and perception platform building towards the future of physical AI with their recent acquisition: Stereolabs. Stereolabs is a [--] year old company that shipped 90K cameras to end customers fixated on robotic applications and smart infrastructure verticals. It's core business revolves around ZED cameras (stereo vision sensors) and AI vision software that processes the data allowing machines to think and act in real world situations. TERRA SIM their engine for building AI vision functionalities seems quite mature: - Accurate"  
[X Link](https://x.com/anyuser/status/2021077245503340593)  2026-02-10T04:22Z [---] followers, [----] engagements


"$CRDO investors after a -40% drop in [--] weeks and buying more"  
[X Link](https://x.com/anyuser/status/2021081636520198180)  2026-02-10T04:39Z [---] followers, [----] engagements


"@GrindeOptions Alpha be found in other markets as well $HRTA"  
[X Link](https://x.com/FUM_Investors/status/2018911376698495106)  2026-02-04T04:55Z [---] followers, [---] engagements


"$AXTI hodlers 💪🏻 Great to see that this thesis has traction. Wanted to update findings to strengthen it and cover the exposed risks. Everyone else do chime in $AXTI Adding onto catalysts that may have impact: global demand to determine the numbers China's possible support doubling capacity https://t.co/xPFwTNuIyz Great to see that this thesis has traction. Wanted to update findings to strengthen it and cover the exposed risks. Everyone else do chime in $AXTI Adding onto catalysts that may have impact: global demand to determine the numbers China's possible support doubling capacity"  
[X Link](https://x.com/FUM_Investors/status/2020880821876563998)  2026-02-09T15:21Z [---] followers, [---] engagements


"$AXTI Mini Thesis - Indium Phospide (InP) is the essential substrate for lasers that connect AI-superclusters. The gold standard material that can convert photons to electrons (laser to electricity) - They are also used in Inference connectivity (such as optic cables) and chips - As the industry moves towards co-packaging optics with GPU and HBM InP demand is set to explode and the supply story seems interesting - AXTI is the 'picks and shovels' play for the AI optical bottleneck. - Previously a co called Sumitomo was the market leader of InP (55% market share) - But right now Sumitomo"  
[X Link](https://x.com/FUM_Investors/status/2019984580984402142)  2026-02-07T04:00Z [---] followers, 13.9K engagements


"GLM-5 comparable to Claude Opus [---] Story first stock price up revenues later. Partly contributing to why tech continues to go down Introducing M2.5 an open-source frontier model designed for real-world productivity. - SOTA performance at coding (SWE-Bench Verified 80.2%) search (BrowseComp 76.3%) agentic tool-calling (BFCL 76.8%) & office work. - Optimized for efficient execution 37% faster at complex https://t.co/UwiKzzQNG8 Introducing M2.5 an open-source frontier model designed for real-world productivity. - SOTA performance at coding (SWE-Bench Verified 80.2%) search (BrowseComp 76.3%)"  
[X Link](https://x.com/anyuser/status/2022243780016140457)  2026-02-13T09:37Z [---] followers, [---] engagements


"Fund flows rotating from tech to defensives/industrials within a month. Warranted Markets are just re-rating valuations on fear. Will it rotate back to tech later Definitely Meanwhile $WMT FPE 45x $COST FPE 46x $NVDA FPE 24x $GOOG FPE 23x"  
[X Link](https://x.com/anyuser/status/2022544024398164330)  2026-02-14T05:30Z [---] followers, [---] engagements


"@Venu_7_ Declining growth arguable that theyll reach terminal value soon moat erosion and dependency on Google. Wrote on them here if youre interested: $RDDT Started trading position last [--] days to capitalize on it being oversold and a possibility that recent sell off price action vs latest earnings could be unwarranted. Did quick read up about them to see if there are 'legs' to run up higher for this co over the long run. https://t.co/J9yBHacoZZ $RDDT Started trading position last [--] days to capitalize on it being oversold and a possibility that recent sell off price action vs latest earnings"  
[X Link](https://x.com/FUM_Investors/status/2022591360164073617)  2026-02-14T08:38Z [---] followers, [---] engagements


"@MarketMovesMatt Whos mans is this 40% drop And comparing to dotcom with all these earnings growth and strong guidance I guess one graph tells all"  
[X Link](https://x.com/FUM_Investors/status/2022763408555413726)  2026-02-14T20:02Z [---] followers, [--] engagements


"$SNDK Sandisk's 1500% run: Does this stock still have legs to run in [----] Back in 3rd Jan [----] we started our deep dive on Sandisk: a data storage & solutions provider on NAND flash technology even though the stock has ran up 600% in [----]. A week later I shared this http://x.com/i/article/2017484151356854272 http://x.com/i/article/2017484151356854272"  
[X Link](https://x.com/anyuser/status/2017536593436020980)  2026-01-31T09:53Z [---] followers, [----] engagements


"Exactly. Their other revenue stream is feeding data to train AI models but theyre also being disrupted by AI. Market is pricing in slower growth and their position being way higher in the S curve than people should be. Reddit $RDDT has been all over my feed and I wanted to put some thoughts together First - their [----] numbers are hard to argue with. $2.2B in revenue up 69%. $530M in net income after [--] years of losses. Margin expansion. $1B buyback authorized. Its an ads biz. Reddit Reddit $RDDT has been all over my feed and I wanted to put some thoughts together First - their [----] numbers"  
[X Link](https://x.com/anyuser/status/2022862188952813840)  2026-02-15T02:35Z [---] followers, [--] engagements


"Reddit $RDDT has been all over my feed and I wanted to put some thoughts together First - their [----] numbers are hard to argue with. $2.2B in revenue up 69%. $530M in net income after [--] years of losses. Margin expansion. $1B buyback authorized. Its an ads biz. Reddit captures 1.1% of US social ad spend. They dont need to win the ad market. They just need to go from 1% to 3%. The revenue mix: Advertising: $2.1B. 95% of total. Data licensing: $130M. 5%. Growing 8% in Q4. The licensing deals are nice incremental profit. But theyre a rounding error next to the ad business. And the strategic risk"  
[X Link](https://x.com/anyuser/status/2022745057896583202)  2026-02-14T18:49Z [----] followers, 13.7K engagements


"Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar capacity from the end of [----]. https://twitter.com/i/web/status/2022467318073180649 https://twitter.com/i/web/status/2022467318073180649"  
[X Link](https://x.com/anyuser/status/2022467318073180649)  2026-02-14T00:25Z 204.9K followers, 17.7M engagements


"Always knew Valve was lean but X and OF is next level Revenue per employee (approx.) X $96M OnlyFans $37.6M Valve $19.0M YouTube $7.6M NVIDIA $3.6M Instagram $2.5M Apple $2.4M Meta $2.2M Twitch $2.0M Lyft $2.0M Alphabet $1.9M Airbnb $1.5M Uber $1.4M Broadcom $1.4M Upwork $1.3M Etsy Revenue per employee (approx.) X $96M OnlyFans $37.6M Valve $19.0M YouTube $7.6M NVIDIA $3.6M Instagram $2.5M Apple $2.4M Meta $2.2M Twitch $2.0M Lyft $2.0M Alphabet $1.9M Airbnb $1.5M Uber $1.4M Broadcom $1.4M Upwork $1.3M Etsy"  
[X Link](https://x.com/anyuser/status/2022636805330452664)  2026-02-14T11:39Z [---] followers, [--] engagements


"Revenue per employee (approx.) X $96M OnlyFans $37.6M Valve $19.0M YouTube $7.6M NVIDIA $3.6M Instagram $2.5M Apple $2.4M Meta $2.2M Twitch $2.0M Lyft $2.0M Alphabet $1.9M Airbnb $1.5M Uber $1.4M Broadcom $1.4M Upwork $1.3M Etsy $1.2M Microsoft $1.1M Mercari $1.1M Instacart $1.0M Booking $1.0M eBay $0.9M TikTok $0.6M Amazon $0.4M Source: Company reports estimates World of Statistics https://twitter.com/i/web/status/2022544462426087699 https://twitter.com/i/web/status/2022544462426087699"  
[X Link](https://x.com/anyuser/status/2022544462426087699)  2026-02-14T05:32Z 5M followers, 228.2K engagements


"Fund flows rotating from tech to defensives/industrials within a month. Warranted Markets are just re-rating valuations on fear. Will it rotate back to tech later Definitely Meanwhile $WMT FPE 45x $COST FPE 46x $NVDA FPE 24x $GOOG FPE 23x"  
[X Link](https://x.com/anyuser/status/2022544024398164330)  2026-02-14T05:30Z [---] followers, [---] engagements


"OpenAI has warned US lawmakers that its Chinese rival DeepSeek is using unfair and increasingly sophisticated methods to extract results from leading US AI models to train the next generation of its breakthrough R1 chatbot per Bloomberg"  
[X Link](https://x.com/anyuser/status/2022369428965355618)  2026-02-13T17:57Z 3.2M followers, 235.3K engagements


"🗓 WEEKLY TECHNICAL ANALYSIS Macro Findings (Neutral Bias leaning towards Bearish stance) Again dont like to be the bear but here are findings that we came out with. Position yourselves as you will: - The market is currently navigating a Transition Phase where China's AI Lab efficiency narrative is clashing with Capex Spendings and Reality. (Release of MiniMax M2.5 Kimi K2.5 Zhipu GLM-5 & Deepseek v4) - Huge capital expenditure forecasts from hyperscalers (Amazon Google Meta and Microsoft totaling $650 billion) are no longer being rewarded blindly; investors are now demanding clear ROI"  
[X Link](https://x.com/anyuser/status/2022536525851038069)  2026-02-14T05:00Z [---] followers, [--] engagements


"Comparing memory stocks to silver 🧐🧐"  
[X Link](https://x.com/anyuser/status/2022534836507046297)  2026-02-14T04:54Z [---] followers, [---] engagements


"I think we are close to megacaps announcing pause in AI capex. When it happens we will see US memory stocks drop 50% (Korea 30%) like silver few weeks ago. This is a Trumped up market of rolling bubbles (quantum cmp rare earths tether-gold crypto nuclear AI capex .)"  
[X Link](https://x.com/anyuser/status/2022434693212442684)  2026-02-13T22:16Z 56.9K followers, 631.9K engagements


"GLM-5 comparable to Claude Opus [---] Story first stock price up revenues later. Partly contributing to why tech continues to go down Introducing M2.5 an open-source frontier model designed for real-world productivity. - SOTA performance at coding (SWE-Bench Verified 80.2%) search (BrowseComp 76.3%) agentic tool-calling (BFCL 76.8%) & office work. - Optimized for efficient execution 37% faster at complex https://t.co/UwiKzzQNG8 Introducing M2.5 an open-source frontier model designed for real-world productivity. - SOTA performance at coding (SWE-Bench Verified 80.2%) search (BrowseComp 76.3%)"  
[X Link](https://x.com/anyuser/status/2022243780016140457)  2026-02-13T09:37Z [---] followers, [---] engagements


"Introducing M2.5 an open-source frontier model designed for real-world productivity. - SOTA performance at coding (SWE-Bench Verified 80.2%) search (BrowseComp 76.3%) agentic tool-calling (BFCL 76.8%) & office work. - Optimized for efficient execution 37% faster at complex tasks. - At $1 per hour with [---] tps infinite scaling of long-horizon agents now economically possible MiniMax Agent: API: CodingPlan: http://platform.minimax.io/subscribe/coding-plan http://platform.minimax.io http://agent.minimax.io http://platform.minimax.io/subscribe/coding-plan http://platform.minimax.io"  
[X Link](https://x.com/anyuser/status/2021980761210134808)  2026-02-12T16:12Z 60.3K followers, 4.9M engagements


"We've been talking about Deep Seek V4 launch over the past week and how the implications might be affecting stock prices then and now. No one is talking about this and it seems that the algos/instis are finding reasons for profit taking before the launch actually happens coupling that with other macro factors. On another note specifically to DRAM and HBM theres a misconception that DeepSeeks Engram architecture reduces high-end memory demand by pushing static knowledge into system DRAM. In reality this separation enables models to scale to million-token contexts. While DRAM can act as a"  
[X Link](https://x.com/anyuser/status/2022220461980229991)  2026-02-13T08:05Z [---] followers, [---] engagements


"The market is having its DeepSeek [---] moment. That's one of the big drivers of this rotation into more defensive positioning today. It's actually a pretty big deal if you think about the math. Seeing open weight models a fraction of the size of the US frontier AI models compete in the same class is going to accelerate the AI efficiency evolution. It's not about pure scale it's about intelligence density per parameter. That is to say if you can have a 230B parameter model that performs like a 1.2T parameter but takes much less memory and compute -- and to top it all off is faster -- well that"  
[X Link](https://x.com/anyuser/status/2022058122488033752)  2026-02-12T21:19Z 252.1K followers, 48.9K engagements


"*75% not 25%"  
[X Link](https://x.com/anyuser/status/2022238329643979221)  2026-02-13T09:16Z [---] followers, [--] engagements


"Market is panicking over AI capex and when Deep Seek rolls out this might be put in question again. Wrote about implications and demand still needed therefore short term pain incoming (probably) but good opportunities. Build conviction in the supply chain"  
[X Link](https://x.com/anyuser/status/2022221722230173846)  2026-02-13T08:10Z [---] followers, [--] engagements


"RT @GavinSBaker: Post:"  
[X Link](https://x.com/anyuser/status/2021992228911243677)  2026-02-12T16:58Z [---] followers, [--] engagements


"Post: Feels like some important context was left off here. The HBM shortage/bottleneck is only half of the message. Below is the full response the SMIC CEO gave re the current memory shortage (translated using chatgpt). If the commodity DRAM and NAND shortage for PC and smartphones https://t.co/J4UbytNm6e Feels like some important context was left off here. The HBM shortage/bottleneck is only half of the message. Below is the full response the SMIC CEO gave re the current memory shortage (translated using chatgpt). If the commodity DRAM and NAND shortage for PC and smartphones"  
[X Link](https://x.com/anyuser/status/2021937038472491205)  2026-02-12T13:18Z 221.6K followers, 52.2K engagements


"Feels like some important context was left off here. The HBM shortage/bottleneck is only half of the message. Below is the full response the SMIC CEO gave re the current memory shortage (translated using chatgpt). If the commodity DRAM and NAND shortage for PC and smartphones in China can be alleviated by CXMT and YMTC that domestic supply response will affect the entire global memory market. Do not let anyone convince you that China and ex-China are separate markets for commod DRAM and NAND. $MU $SNDK SK Hynix Samsung translation NAND Flash or DRAM (whether 32GB of DRAM or 64GB) everyone"  
[X Link](https://x.com/anyuser/status/2021778631752814631)  2026-02-12T02:49Z [----] followers, 136.3K engagements


"Why 'The Photonic Pivot' is the Future of AI Over the past few months we have been studying into this space and so far we believe higher alpha will be generated by identifying the bottlenecks and critical enabler required to scale http://x.com/i/article/2021842259986329603 http://x.com/i/article/2021842259986329603"  
[X Link](https://x.com/anyuser/status/2021847106655576247)  2026-02-12T07:21Z [---] followers, [---] engagements


"Interesting and exciting to see how this plays out but scarily disruptive (and FAST) at the same time Teslas Optimus will beat any human surgeons in [--] years at scale. - Dont go into medical school. - Elon: Yes. Pointless. And in [--] years everyone will have access to medical care thats better than what the presidents receives today Elon Musk https://t.co/Fg63KliWhP Teslas Optimus will beat any human surgeons in [--] years at scale. - Dont go into medical school. - Elon: Yes. Pointless. And in [--] years everyone will have access to medical care thats better than what the presidents receives today"  
[X Link](https://x.com/anyuser/status/2021502597119750591)  2026-02-11T08:32Z [---] followers, [---] engagements


"Teslas Optimus will beat any human surgeons in [--] years at scale. - Dont go into medical school. - Elon: Yes. Pointless. And in [--] years everyone will have access to medical care thats better than what the presidents receives today Elon Musk"  
[X Link](https://x.com/anyuser/status/2021310442417602681)  2026-02-10T19:48Z 133.9K followers, 2.2M engagements


"$RDDT Started trading position last [--] days to capitalize on it being oversold and a possibility that recent sell off price action vs latest earnings could be unwarranted. Did quick read up about them to see if there are 'legs' to run up higher for this co over the long run. Pointers to take note of : - Reddit seems like a platform for people to discuss/seek problem solving for daily activities (which based on the stats perform better than YT/FB and others)/research about specific products before purchasing etc. Because of this the engagement is very community driven authentic & organic"  
[X Link](https://x.com/anyuser/status/2021500253543989765)  2026-02-11T08:23Z [---] followers, [---] engagements


"Finally personal port in IBKR has direct access to SK Hynix Samsung and SKM 👨🏻🍳👍🏻 FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d"  
[X Link](https://x.com/anyuser/status/2021423361906368871)  2026-02-11T03:17Z [---] followers, [---] engagements


"FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount"  
[X Link](https://x.com/anyuser/status/2021253670168375662)  2026-02-10T16:03Z [----] followers, 136.7K engagements


"Thats some great ROI for clients Please check out this podcast I did at CES For every dollar and enterprise spends on our software we return 600% on ad spend in the form of revenue to our clients business. @ZetaGlobal is the disruptor in the artificial intelligence future of marketing not the disruptee. Please check out this podcast I did at CES For every dollar and enterprise spends on our software we return 600% on ad spend in the form of revenue to our clients business. @ZetaGlobal is the disruptor in the artificial intelligence future of marketing not the disruptee"  
[X Link](https://x.com/anyuser/status/2021422671771336876)  2026-02-11T03:14Z [---] followers, [---] engagements


"Please check out this podcast I did at CES For every dollar and enterprise spends on our software we return 600% on ad spend in the form of revenue to our clients business. @ZetaGlobal is the disruptor in the artificial intelligence future of marketing not the disruptee. LG 🚀🚀🚀 On this episode of CES Tech Talk @ZetaGlobals CEO David Steinberg explores how Zeta uses big data and AI agents to cut waste boost relevance and drive measurable revenue for large enterprises why the company built its Athena conversational super agent and what their OpenAI https://t.co/2TaS9X3f03 On this episode of"  
[X Link](https://x.com/anyuser/status/2021343884111122671)  2026-02-10T22:01Z [----] followers, 15.1K engagements


"Sold some covered calls on $HOOD (before earnings) $TSLA earlier and started small on $SQQQ. Will be piling on more $SQQQ and other hedges soon slowly. Justification: After the [--] day rally markets are going back to 'sellers market' status more than a buyers one and also as mentioned before we anticipate that a market correction is more likely than not after Q1 (seasonality no catalyst after prev rate cut markets waiting to see 26' earnings asset prices across the board are quite high on a TTM basis and DEEPSEEK) Weighing the fact that since Oct25' crypto and tech retail names were hit hard I"  
[X Link](https://x.com/anyuser/status/2021412782227456338)  2026-02-11T02:35Z [---] followers, [---] engagements


"$CRDO investors after a -40% drop in [--] weeks and buying more"  
[X Link](https://x.com/anyuser/status/2021081636520198180)  2026-02-10T04:39Z [---] followers, [----] engagements


"$OUST seems to be positioning themselves as the end to end sensing and perception platform building towards the future of physical AI with their recent acquisition: Stereolabs. Stereolabs is a [--] year old company that shipped 90K cameras to end customers fixated on robotic applications and smart infrastructure verticals. It's core business revolves around ZED cameras (stereo vision sensors) and AI vision software that processes the data allowing machines to think and act in real world situations. TERRA SIM their engine for building AI vision functionalities seems quite mature: - Accurate"  
[X Link](https://x.com/anyuser/status/2021077245503340593)  2026-02-10T04:22Z [---] followers, [----] engagements


"Adding $OUST in our library A beneficiary of physical AI and the adoption towards lidar sensors and intelligent softwares for automotive industrial robotics and smart infra use cases. Traded this stock on Oct as one of our satellite positions and revisiting them. Heres our short thesis: [--]. Superior Margin Profile via "Digital Lidar" Unlike competitors using complex analog components (lasers mirrors and lenses) Ousters architecture is fully digital (CMOS). The Impact: This allows the company to scale like a semiconductor firm. As volumes increase costs drop exponentially while performance"  
[X Link](https://x.com/anyuser/status/2016049471881412621)  2026-01-27T07:23Z [---] followers, [----] engagements

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