#  @FinnStockinger Finn Stockinger Finn Stockinger posts on X about ai, in the, $iren, just a the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2005616812562788352/interactions)  - [--] Week [-----] -96% - [--] Month [-------] +18,912% ### Mentions: [--] [#](/creator/twitter::2005616812562788352/posts_active)  - [--] Week [--] -70% - [--] Month [---] +2,323% ### Followers: [---] [#](/creator/twitter::2005616812562788352/followers)  - [--] Week [---] +3.40% - [--] Month [---] +727% ### CreatorRank: [-------] [#](/creator/twitter::2005616812562788352/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 31.16% [finance](/list/finance) 30.43% [technology brands](/list/technology-brands) 24.64% [cryptocurrencies](/list/cryptocurrencies) 7.25% [financial services](/list/financial-services) 2.17% [celebrities](/list/celebrities) 1.45% [countries](/list/countries) 1.45% [currencies](/list/currencies) 0.72% [automotive brands](/list/automotive-brands) 0.72% [fashion brands](/list/fashion-brands) 0.72% **Social topic influence** [ai](/topic/ai) 23.19%, [in the](/topic/in-the) 10.14%, [$iren](/topic/$iren) #245, [just a](/topic/just-a) 7.25%, [the most](/topic/the-most) 6.52%, [spacex](/topic/spacex) 6.52%, [up to](/topic/up-to) 5.8%, [longterm](/topic/longterm) 5.07%, [data](/topic/data) 4.35%, [liquidity](/topic/liquidity) 4.35% **Top accounts mentioned or mentioned by** [@bsiegelir](/creator/undefined) [@xfreeze](/creator/undefined) [@accountingds](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@spaceinvestord](/creator/undefined) [@quiverquant](/creator/undefined) [@mcnalliem](/creator/undefined) [@marionawfal](/creator/undefined) [@endicottinvests](/creator/undefined) [@alvaromysterio](/creator/undefined) [@brockognibene](/creator/undefined) [@anduriltech](/creator/undefined) [@agrippainv](/creator/undefined) [@redcatholdings](/creator/undefined) [@alicemiax](/creator/undefined) [@kawzinvests](/creator/undefined) [@wallstreetmav](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@poweranalys1s](/creator/undefined) [@hivedigitaltech](/creator/undefined) **Top assets mentioned** [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Bitcoin (BTC)](/topic/bitcoin) [Planet Labs PBC (PL)](/topic/$pl) [Advanced Micro Devices (AMD)](/topic/$amd) [Archer Aviation Inc. (ACHR)](/topic/$achr) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Cameco Corporation (CCJ)](/topic/$ccj) [Centrus Energy Corp. (LEU)](/topic/$leu) [Metadium (META)](/topic/$meta) ### Top Social Posts Top posts by engagements in the last [--] hours "Archer Aviation $ACHR: Midnight eVTOL featured in the US National AAM Strategy (Dec 2025) to illustrate the #1 recommendation: third-party air traffic management. Not random stock art. That's a clear DOT nod to Archer $ACHR + Palantir $PLTR as the go-to combo for AI-powered low-altitude traffic. Midnight specs: quiet electric [--] pax + pilot [---] km range up to [---] km/h. One of the most advanced urban air taxi programs. Adding defense muscle: Exclusive partnership with Anduril (since Dec 2024) to develop hybrid VTOL for critical DoD applications-targeting potential Program of Record. Archer" [X Link](https://x.com/anyuser/status/2019383697477091764) 2026-02-05T12:12Z [---] followers, [----] engagements "ADNOC staying aggressive here. Getting BlackRock/GIP on the sell side of that stake while $NEXT is still under the radar feels like a massive validation of the long-term infrastructure play. Most people are chasing shiny tech but the real asymmetry is usually in these boring multi-billion dollar energy buildouts that everyone ignores until the gas actually starts flowing. Do you think the market is pricing in the geopolitical shift away from Russian supply yet or is it still just seen as a capex-heavy gamble https://twitter.com/i/web/status/2016583483024425430" [X Link](https://x.com/FinnStockinger/status/2016583483024425430) 2026-01-28T18:45Z [---] followers, [--] engagements "Asymmetry: Miners like CCJ upside on supply crunch (US reliant on West). Long nuclear/uranium #NuclearEnergy #Uranium $CCJ $NUKZ Other - drop in comment $URA $CCJ $NUKZ Other - drop in comment $URA" [X Link](https://x.com/FinnStockinger/status/2017695083005383005) 2026-01-31T20:22Z [---] followers, [---] engagements "Poll already hitting some votes majority long uranium 🚀 But few talk about $LEU (Centrus Energy) the only US player producing LEU + HALEU (high-assay for advanced/SMR reactors). DOE just awarded them $900M task order to expand Piketon enrichment + $560M+ for Oak Ridge centrifuge manufacturing (430 new jobs). This is the bridge for HALEU to power next-gen reactors without it AI data center SMR boom stalls. US monopoly on domestic HALEU + $2.3B backlog = huge asymmetry upside. Q4 earnings call Feb [--] could be a catalyst. Drop your pick below ⚛ #NuclearEnergy #Uranium #LEU #AIInvesting Adding" [X Link](https://x.com/FinnStockinger/status/2017716288685027383) 2026-01-31T21:47Z [---] followers, [---] engagements "Huge News for $AMPX: Scaling the future of Silicon Anodes By partnering with Nanotech Energy Amprius is creating a bulletproof domestic supply chain for their industry-leading battery tech. The Highlights: ✅ NDAA Compliant: A massive win for US Defense & Aerospace contracts. ✅ Asset-Light Growth: Faster production cycles for Tier-1 clients like L3Harris. ✅ Performance: High-density silicon energy now backed by American manufacturing. $AMPX isnt just innovating theyre executing. #AMPX #LithiumBatteries #TechNews #CleanEnergy #L3Harris $AMPX: The Battery Tech That Just Smashed the "Physics" [X Link](https://x.com/FinnStockinger/status/2018701410485813322) 2026-02-03T15:01Z [---] followers, [---] engagements "The fleet expansion is the real story here. Moving from [--] to [--] Super Scoopers plus those [--] Air Attack planes isn't just a minor upgrade - its a massive jump in operational capacity that the current $133M revenue estimate might be undercounting. The leverage from the $331M financing is significant but if they hit that $49M EBITDA the debt service looks much more manageable. Have you looked into how the recent Fire Ready Nation Act might speed up those federal task orders for them https://twitter.com/i/web/status/2019118928165847115 https://twitter.com/i/web/status/2019118928165847115" [X Link](https://x.com/FinnStockinger/status/2019118928165847115) 2026-02-04T18:40Z [---] followers, [---] engagements "Elite analysis my man. 🎯 In a market fueled by "paper capacity" and hype this is a much-needed reality check on the physical constraints of the grid. Youve perfectly identified the ultimate bottleneck: energized megawatts speculative announcements. $CIFR and $IREN aren't just plays on AI; theyre plays on the scarcity of infrastructure. Excellent work mapping out the "Grid Gap"- this is where the real alpha is hidden. https://twitter.com/i/web/status/2019482689443696906 https://twitter.com/i/web/status/2019482689443696906" [X Link](https://x.com/FinnStockinger/status/2019482689443696906) 2026-02-05T18:46Z [---] followers, [----] engagements "Anduril: The "Apple of Defense" Is Taking Over Legacy giants like Lockheed Martin have a major problem. Anduril Industries - the startup blending Silicon Valley speed with Pentagon muscle is no longer just a "promising project." In [----] they are officially scaling to hyperscale. Here is why Anduril is the most important tech story of the year: 1Lattice OS: The Battlefield Brain This isn't just another drone company. Their flagship product is Lattice OS - an AI operating system that integrates drones satellites and radars into a single autonomous network. Decisions that used to take humans" [X Link](https://x.com/anyuser/status/2018768436407517651) 2026-02-03T19:27Z [---] followers, [----] engagements "How Anduril "Bailed Out" Microsofts $22B Pentagon Blunder 1Exactly one year ago (Feb 2025) a seismic shift hit the Defense Industrial Base. A $22000000000 contract was on the brink of cancellation. Instead of pulling the plug the Pentagon called a disruptor. 2The Problem: The "HoloLens" Curse Microsofts IVAS was meant to be the "God View" for soldiers. Instead it became a massive liability. Field tests were plagued by: ❌ Persistent nausea & headaches ❌ Bulky non-tactical hardware ❌ Fatal software lag The Army was ready to walk away. 3The Pivot: The Strategic Handover In early [----] Anduril" [X Link](https://x.com/anyuser/status/2018980443006128497) 2026-02-04T09:30Z [---] followers, [---] engagements "To double down on this: the real masterstroke in saving IVAS was admitting that Microsofts hardware simply couldn't keep up with its software. By bringing $META (Reality Labs) into 'Project EagleEye' Anduril made a brilliant strategic pivot. They focused entirely on the 'brain' (Lattice AI) while offloading the optics and ergonomicsthe exact pain points causing soldier nauseato the team thats been perfecting mass-market VR for over a decade. Its a massive lesson for any CEO: identify your bottlenecks and outsource them to the best in the world. Anduril didnt just fix the headset; they" [X Link](https://x.com/FinnStockinger/status/2019003220035600493) 2026-02-04T11:00Z [---] followers, [---] engagements "$ONDS Ondas Holdings is putting all its cards on the table: they are 'ALL IN' on the Drone Dominance Program. This is the moment where vision meets hard industrial execution." Looking at this announcement the strategy is clear. This isn't just about the flight its about systemic architecture from component resilience to the scalability of production lines. Ondas is targeting the critical gap between a prototype and mass military deployment. The Gauntlet Phase is a trial by fire that will separate the startups from the true UAS giants. [----] is shaping up to be the year where "industrial plans"" [X Link](https://x.com/anyuser/status/2019015200490303962) 2026-02-04T11:48Z [---] followers, [---] engagements "Theres also a massive fiscal shift happening here that investors shouldn't ignore: the death of the 'Cost-Plus' era. For decades legacy primes thrived on contracts where the government covered every cost plus a guaranteed profit. Essentially rewarding delays and inefficiency. Microsofts initial struggle with IVAS was a symptom of that old-school slow-moving procurement logic. Anduril is flipping the script by moving toward Firm-Fixed-Price and Internal R&D. They bet their own capital to build what works then sell the finished capability. By taking over IVAS they aren't just delivering a" [X Link](https://x.com/FinnStockinger/status/2019023022095495352) 2026-02-04T12:19Z [---] followers, [--] engagements "Anduril just proved Lattice + open architecture can rescue a $22B Pentagon disaster (IVAS after [--] year: no more vendor lock-in real-time drone/sensors control from HUD decisions in seconds not minutes). This isnt theory anymore its scaling across the entire ecosystem. Proxy plays set to ride the [----] momentum hardest: $ONDS mini-Anduril after Rotron acquisition (C-UAS + ground command) $KRKNF undervalued gem ahead of uplisting perfect fit for underwater push (Dive-LD / subsea) $AVAV attritable swarms with strong Lattice synergy My top pick for [----] upside: $KRKNF low valuation + direct" [X Link](https://x.com/FinnStockinger/status/2019041167795503299) 2026-02-04T13:31Z [---] followers, [---] engagements "Satellogic $SATL + Palantir $PLTR - not just tech synergy but the key that unlocks the Pentagon door Did you know theyve been working together since [----] Satellogic = the eyes in the sky High-resolution (sub-meter) high-revisit Earth observation constellation persistent daily imaging AI-first NextGen satellites coming online [----] with [--] cm-class resolution and onboard analytics. Palantir = the brain Turns raw satellite pixels into real-time actionable intelligence: Foundry for data integration MetaConstellation for multi-source fusion Edge AI for onboard processing directly on satellites" [X Link](https://x.com/anyuser/status/2019057468077174922) 2026-02-04T14:36Z [---] followers, [---] engagements "I read a very solid in-depth analysis of Redwire ($RDW) @SpaceInvestor_D did a really good job pulling together contracts timelines and key programs in one place. Respect for the thoroughness and accuracy. From my side: The core thesis still holds up - Redwire is steadily building a broader moat across multi-domain operations (air VLEO LEO/GEO + in-space manufacturing) and recent developments like the SHIELD IDIQ award from the Missile Defense Agency and the reorganization into Space and Defense Tech segments show it's evolving from a components supplier into a more meaningful player in the" [X Link](https://x.com/FinnStockinger/status/2019062004460200329) 2026-02-04T14:54Z [---] followers, [---] engagements "From the Golden Gate to leading-edge memory. Micron isnt just building a fab; they are laying the heavy-duty foundation for the future of AI and high-performance computing. Micron has completed a major structural milestone of our new Idaho fab Built from [-----] tons of American steelnearly the amount used to construct the Golden Gate Bridgethe fab will support a 600000squarefoot cleanroom where we will manufacture leadingedge memory. Were https://t.co/dUBNY8S90w Micron has completed a major structural milestone of our new Idaho fab Built from [-----] tons of American steelnearly the amount used" [X Link](https://x.com/anyuser/status/2019075142614225236) 2026-02-04T15:46Z [---] followers, [---] engagements "The Market Tests Your Conviction Not Just Your Math "The stock market is a device for transferring money from the impatient to the patient." - Warren Buffet When the screens turn red the air gets thin. It is easy to be a visionary during a green rally but true wealth is forged in the quiet resolve of a downturn. The most successful investors aren't those with the fastest computers but those with the strongest conviction. Don't let a temporary dip blind you to a generational shift. Focus on the fundamentals. Trust the process. #InvestingMindset #WealthBuilding #MarketAnalysis #Conviction" [X Link](https://x.com/FinnStockinger/status/2019098532553052372) 2026-02-04T17:19Z [---] followers, [---] engagements "In the midst of this tech bloodbath remember: market panics often create the best entry points for quality names. $PLTR beats earnings but sells off Thats not a thesis breaker - its flow-driven noise. Same with $NBIS: backlog intact execution on track yet priced like demand vanished overnight. Discipline wins: zoom out check fundamentals ignore the herd. Whats one stock youre adding amid the chaos #Investing #AI #TechStocks" [X Link](https://x.com/FinnStockinger/status/2019152675510657442) 2026-02-04T20:54Z [---] followers, [---] engagements "Alphabet Q4 2025: AI Industrial Revolution is Real. And it's Expensive. Alphabet just reported Q4 results. The headline Google is no longer just an ad companyits an AI Infrastructure Utility. ✅ The Good: Revenue: $113.8B (+18% Y/Y) a massive beat. Google Cloud: The absolute superstar. $17.7B revenue (+48% Y/Y). This proves that enterprise AI demand isn't just hype - it's scaling FAST. Profitability: Net income hit $34.5B with a 31% operating margin. ❌ The "Bad" (for FCF but Good for the sector): YouTube Ads: $11.4Ba slight miss vs expectations. Video ad spend is showing some pickiness. Costs:" [X Link](https://x.com/FinnStockinger/status/2019165606268797187) 2026-02-04T21:46Z [---] followers, [---] engagements "The real alpha in $GOOGLs report isn't just the revenue and CAPEX - its the absolute scaling of Gemini [--]. The data confirms Google has officially moved from "catching up" to "setting the pace." The Benchmark Dominance: Reasoning Leader: Gemini [--] Pro is the first model to break the [----] Elo barrier on LMArena outclassing GPT-5 in core reasoning (37.5% on Humanitys Last Exam vs GPT's 31%). Context King: With a native 2M token context window Gemini remains unmatched for enterprise-grade codebase analysis. Neither Claude [---] nor GPT-5.2 can ingest [--] hours of video or 1M+ lines of code in a" [X Link](https://x.com/FinnStockinger/status/2019167745112154167) 2026-02-04T21:54Z [---] followers, [---] engagements "Most people forget IREN is playing in a different league now. With deals like the Microsoft one IR has to be more calculated; you don't rush these things just to hit a specific news cycle. Moving the earnings date forward is rarely a random move - usually management doesn't scramble to report early if they don't have a clear narrative to drive" [X Link](https://x.com/FinnStockinger/status/2019172262029717989) 2026-02-04T22:12Z [---] followers, [----] engagements "$IREN Are you here for a quick scalp or for the infrastructure play of the decade The deal will come sooner or later. The most critical takeaway from todays earnings is the execution of the MSFT project according to the roadmap. Any other news: rumors about Oklahoma expansion in SE Asia or the specific contract were all waiting for - is a massive 'in plus.' But let's be clear: not announcing the deal today is not a failure. $IREN is a long-term play not just another momentum trade driven by the news cycle. If you agree feel free to retweet. If not let me know your take in the comments #IREN" [X Link](https://x.com/anyuser/status/2019355915607015784) 2026-02-05T10:22Z [---] followers, [----] engagements "And if youd like to learn more about Anduril feel free to check out my earlier post: https://x.com/FinnStockinger/status/2018768436407517651s=20 Anduril: The "Apple of Defense" Is Taking Over Legacy giants like Lockheed Martin have a major problem. Anduril Industries - the startup blending Silicon Valley speed with Pentagon muscle is no longer just a "promising project." In [----] they are officially scaling to https://t.co/78TpKpJM3L https://x.com/FinnStockinger/status/2018768436407517651s=20 Anduril: The "Apple of Defense" Is Taking Over Legacy giants like Lockheed Martin have a major" [X Link](https://x.com/anyuser/status/2019384593552744686) 2026-02-05T12:16Z [---] followers, [---] engagements "$IREN pre-market🔴 Amateur investors fear pre-earnings volatility. Disciplined investors recognize it as the market testing your conviction. $IREN is showing us exactly who has done their homework today. Stay calm brothers and sisters. $IREN Are you here for a quick scalp or for the infrastructure play of the decade The deal will come sooner or later. The most critical takeaway from todays earnings is the execution of the MSFT project according to the roadmap. Any other news: rumors about Oklahoma https://t.co/Y1Q2de8cpX $IREN Are you here for a quick scalp or for the infrastructure play of" [X Link](https://x.com/anyuser/status/2019405834711888239) 2026-02-05T13:40Z [---] followers, [---] engagements "Palladyne AI hits a major milestone: First flight of IntelliSwarm Their full autonomy stack - SwarmOS (decentralized swarming software) + BRAIN X2 (edge-AI flight computer) - successfully demonstrated on the Project Banshee platform (autonomous loitering munition) in collaboration with @RedCatHoldings $RCAT. What does this really mean They proved heterogeneous drones can swarm together without GPS or comms in contested environments - exactly what modern warfare demands. Integration took just [--] weeks and the tech is now flight-proven not just a concept. Whats next 1More complex multi-drone" [X Link](https://x.com/FinnStockinger/status/2019411197481656828) 2026-02-05T14:02Z [---] followers, [---] engagements "The 7-year wait for a grid connection makes "paper capacity" a liability not an asset. $CIFR and $IREN having executed agreements and energized megawatts is the only moat that matters when the U.S. grid is in a structural deficit. Hyperscalers aren't paying $18B for promises - theyre paying for the fact that these guys are already plugged in while everyone else is stuck in a queue until [----]. Is there any faster way to scale AI infrastructure right now $IREN $CIFR 🚨ALERT: 50% of Data Centers will NEVER connect to the grid. Half of the data centers announced in the last [--] months will NEVER" [X Link](https://x.com/anyuser/status/2019481840806179043) 2026-02-05T18:42Z [---] followers, [----] engagements "$IREN $IREN Reports FY26 Q2 - Oklahoma Announced - $3.6B GPU financing at 6% interest - 1.6GW of contracted power for OK site - Horizon 1-4 progressing on schedule - ARR under contract of $0.4b at Prince George for contracted GPUs as of February [--] https://t.co/vEGgz0JD94 $IREN Reports FY26 Q2 - Oklahoma Announced - $3.6B GPU financing at 6% interest - 1.6GW of contracted power for OK site - Horizon 1-4 progressing on schedule - ARR under contract of $0.4b at Prince George for contracted GPUs as of February [--] https://t.co/vEGgz0JD94" [X Link](https://x.com/FinnStockinger/status/2019520039117025781) 2026-02-05T21:14Z [---] followers, [----] engagements "IREN earnings just dropped no shock on the miss. Near-term still hitched to BTC which tanked so expectations were optimistic anyway. But execution Crushing it across the board: $3.6B GPU financing locked for the Microsoft deal (6% p.a.) Paired with $1.9B MSFT prepay thats 95% of GPU capex covered 140k GPU ramp-up on schedule eyeing $3.4B ARR by EOY [--] Fresh 1.6GW data center campus in Oklahoma total secured power now 4.5GW Rock-solid balance sheet: $2.8B cash (as of Jan 31) Short-term volatility is whatever but the long-game buildout is spot on fundings locked down and growth ops are piling" [X Link](https://x.com/FinnStockinger/status/2019525199578771903) 2026-02-05T21:35Z [---] followers, 41K engagements "YMTC probably won't touch the HBM race for years but they don't need to. While SanDisk and the Koreans are busy fighting over the AI premium the Chinese are quietly moving to dominate the entire NAND base layer. Its a classic pincer move let the incumbents have the shiny high-margin tech while you take the floor out from under them. If they capture the volume who actually controls the long-term pricing power https://twitter.com/i/web/status/2017129997408813098 https://twitter.com/i/web/status/2017129997408813098" [X Link](https://x.com/FinnStockinger/status/2017129997408813098) 2026-01-30T06:57Z [---] followers, [----] engagements "Markets love to punish anything that feels even slightly like it's losing its "AI edge" and the $U drop showed just how twitchy everyone is right now. $OPRA has been aggressive with the R3 rollout but fighting Chromes distribution is a brutal game of execution. If the weekend chatter focuses on Chrome finally catching up on tab islands and context-aware agents that pressure is going to be real. Is the dividend enough of a safety net if the growth narrative starts to wobble https://twitter.com/i/web/status/2017308179630330284 https://twitter.com/i/web/status/2017308179630330284" [X Link](https://x.com/FinnStockinger/status/2017308179630330284) 2026-01-30T18:45Z [---] followers, [---] engagements "Wall Street is finally waking up to the $NBIS capacity but theyre still missing the software moat that makes it a compounder not just a commodity play. Between Token Factory slashing inference costs for Prosus by 26x and the 28% stake in ClickHouse (the gold standard for real-time OLAP) Nebius owns the plumbing and the intelligence layer of the AI stack. Add to that Tolokas data labeling engine (now backed by Bezos) and Avrides autonomous fleet and you realize they aren't just building data centers they're building a vertically integrated AI foundry thats impossible to replicate at this" [X Link](https://x.com/FinnStockinger/status/2017319072006849001) 2026-01-30T19:28Z [---] followers, [---] engagements "It was only a matter of time. New Shepard is a great tech demo but the real stakes are in lunar infrastructure and HLS contracts. Bezos knows that if they don't lean into New Glenn and Blue Moon now SpaceX will just run away with the decade. Will this pivot be enough to actually close the gap with Starship https://twitter.com/i/web/status/2017338809122529636 https://twitter.com/i/web/status/2017338809122529636" [X Link](https://x.com/FinnStockinger/status/2017338809122529636) 2026-01-30T20:47Z [---] followers, [----] engagements "A million-satellite orbital data centers for Kardashev II-scale AI compute The FCC filing reads like sci-fi but lets strip the narrative. Starship collapsing $/kg solar-powered vacuum compute starts to pencil. Starlink petabit laser mesh already proven. No grid rebuilds no NIMBY no cooling wars just constant solar + free heat sink in space. Real questions at 100k1M sats scale: CAPEX/watt orbital vs terrestrial (incl. grid upgrades + PPAs) Latency penalty for inference vs training Deorbit/replacement cycle after [--] yrs Reg/crowding wall (FCC ITU Kessler/ASAT risk) If they hit [---] GW+ annual" [X Link](https://x.com/FinnStockinger/status/2017485943922377005) 2026-01-31T06:31Z [---] followers, [---] engagements "@Alice_MiaX Just got off the phone with my Uber driver. He just got off the phone with his cousin in Queens. Cousin said he overheard a guy at Shake Shack mention he once retweeted Michael Saylor. Message delivered. Buy the dip or keep renting forever your call bro" [X Link](https://x.com/FinnStockinger/status/2017696260896038917) 2026-01-31T20:27Z [---] followers, [---] engagements "$PDYN: Focusing on the Tech Not the Hype Great breakdown @bsiegelIR Thanks for keeping the focus on intellectual honesty correcting the Anduril narrative actually makes the real bull case much more compelling. Here is why the current pivot is more important than past legacy projects: [--]. Owning the "Brain" (BRAIN X2) While others focus on the airframe (the "body") Palladyne is perfecting the GNC (Guidance Navigation and Control). By decoupling from specific platforms like Fury and building the BRAIN X2 they are positioning themselves as a universal supplier. Its a high-margin scalable product" [X Link](https://x.com/FinnStockinger/status/2017938727373283763) 2026-02-01T12:30Z [---] followers, [----] engagements "The on-device AI play is finally catching up to the data center hype and Synaptics is sitting right at the intersection of privacy and hardware. Rahul Patel coming over from Qualcomm/Broadcom is the real signal here that kind of pedigree doesn't jump ship unless the roadmap is solid. The Google partnership on Astra seems like a massive validation of their "plumbing" thesis. Do you think the market is still pricing them as a legacy PC peripheral company or is the edge AI multiple starting to bake in https://twitter.com/i/web/status/2018049394667557146" [X Link](https://x.com/FinnStockinger/status/2018049394667557146) 2026-02-01T19:50Z [---] followers, [---] engagements "Jason Calacanis: Trump lies tries to nuke Palmer Luckeys career for a $10k donation Also Jason: intros Epstein to Bitcoin devs in [----] (post-conviction) offers investor access then disables comments when the files drop. Comments off = conscience off. Hypocrisy All-In integrity All-Out. https://twitter.com/i/web/status/2018068889653956884 https://twitter.com/i/web/status/2018068889653956884" [X Link](https://x.com/FinnStockinger/status/2018068889653956884) 2026-02-01T21:08Z [---] followers, [---] engagements "Solid list but $SATL is a major omission. Their full vertical integration and in-house satellite manufacturing allow for a cost-to-performance ratio that competitors like $PL or $BKSY struggle to match. Furthermore Satellogics AI-driven analytics platform is significantly undervalued turning raw sub-meter imagery into actionable intelligence with a scalability that makes it a top "sleeper" for [----]. What do you think about $SATL https://twitter.com/i/web/status/2018288236976562363 https://twitter.com/i/web/status/2018288236976562363" [X Link](https://x.com/FinnStockinger/status/2018288236976562363) 2026-02-02T11:39Z [---] followers, [---] engagements "$AMPX: The Battery Tech That Just Smashed the "Physics Wall" I just finished an incredible deep dive by @SJCapitalInvest on Amprius Technologies and the data is undeniable: we are witnessing a massive valuation disconnect in the energy density space. [--] The [---] Wh/kg Breakthrough Traditional graphite batteries hit a ceiling at [---] Wh/kg. Amprius uses a 100% Silicon Nanowire Anode to hit [---] Wh/kg. We aren't talking incremental gainswere talking about doubling the mission time for drones and high-altitude satellites (HAPS). [--] From "Science Lab" to "Powerhouse" The market is still pricing $AMPX" [X Link](https://x.com/FinnStockinger/status/2018422642492027256) 2026-02-02T20:33Z [---] followers, [----] engagements "@XFreeze The real issue is that once the verification process is compromised the integrity of the whole result is gone. It feels less like a mistake and more like a deliberate feature of the system. How do you walk back from that kind of precedent" [X Link](https://x.com/FinnStockinger/status/2018738155319406861) 2026-02-03T17:27Z [---] followers, 12.7K engagements "It's less about a new playbook and more about building a vertical monopoly that the public markets cant easily price. When you control the launch the data and the payment rails you dont need to follow the old rules because youre essentially the landlord of the infrastructure. Does this model actually scale without a single point of failure at the top https://twitter.com/i/web/status/2018774270302675090 https://twitter.com/i/web/status/2018774270302675090" [X Link](https://x.com/FinnStockinger/status/2018774270302675090) 2026-02-03T19:51Z [---] followers, [----] engagements "The Palantir-Anduril alliance is the ultimate "Defense Tech" power couple. By merging $PLTR's AIP with Andurils Lattice theyre defining the software-defined warfare of [----]. This isn't just defense; it's a high-margin AI monopoly in the making. A massive win for long-term bulls. https://twitter.com/i/web/status/2018793708754509894 https://twitter.com/i/web/status/2018793708754509894" [X Link](https://x.com/FinnStockinger/status/2018793708754509894) 2026-02-03T21:08Z [---] followers, [---] engagements "Europe is finally waking up to the fact that security isn't a subscription service you can cancel and restart. The shift from "relying on the US" to "sovereign capability" is the only play left on the board and Krakens uncrewed tech is right at the center of that transition. Low-cost modular systems are going to outperform legacy hardware in these new budgets every time. How many more of these "non-traditional" players do you see breaking into the EU's 5% GDP world https://twitter.com/i/web/status/2018793966242525589 https://twitter.com/i/web/status/2018793966242525589" [X Link](https://x.com/FinnStockinger/status/2018793966242525589) 2026-02-03T21:09Z [---] followers, [---] engagements "The revenue growth is outlier-level but the market's skepticism toward earnings quality is justified. At this scale it's all about cash conversion and whether they're funding this expansion by sacrificing operating margins entirely. A short squeeze provides fuel for a few sessions but long-term valuation hinges on whether $SMCI can maintain leadership before competitors with wider moats catch up. Do you see a real barrier to entry here or just a temporary supply chain advantage https://twitter.com/i/web/status/2018959042064916567 https://twitter.com/i/web/status/2018959042064916567" [X Link](https://x.com/FinnStockinger/status/2018959042064916567) 2026-02-04T08:05Z [---] followers, [---] engagements "Real deployments always beat lab demos. Seeing a 90% success rate over an eight-hour shift in a facility like Siemens Erlangen shows the tech is finally maturing past the "cool video" stage. Execution in these brownfield environments is where the real value stays. Wheels make the most sense for now. If the floor is flat legs are just an expensive engineering headache that drains the battery twice as fast. Stability and uptime are what matter on a factory floor not whether the robot can handle a staircase itll never see. Whats the actual ROI on bipedal movement when 99% of industrial space is" [X Link](https://x.com/FinnStockinger/status/2018998120261075454) 2026-02-04T10:40Z [---] followers, [---] engagements "@QuiverQuant Interesting move considering Fields is on the Financial Services Committee and likely has a different vantage point than most" [X Link](https://x.com/FinnStockinger/status/2019068409955160432) 2026-02-04T15:19Z [---] followers, [----] engagements "Days like this are the ultimate filter. Most people talk about conviction until they actually have to sit through a 20% drawdown then they realize they were just momentum chasing. If the infrastructure and the hash rate are still there the price action is just noise caused by liquidity moving around. https://twitter.com/i/web/status/2019116870889058694 https://twitter.com/i/web/status/2019116870889058694" [X Link](https://x.com/FinnStockinger/status/2019116870889058694) 2026-02-04T18:32Z [---] followers, [---] engagements "$LHX picking them up is the real signal here. Most people ignore the manufacturing side but securing a domestic U.S. supply chain through Nanotech is what actually makes them "defense-ready" for the long term. If you cant build it at scale on home soil the big contractors won't touch you regardless of the energy density. The customer growth from [--] to [--] in a single quarter shows the "asset-light" model is finally starting to click. Its early but if they become the standard for high-performance drones the moat builds itself. https://twitter.com/i/web/status/2019117308245950788" [X Link](https://x.com/FinnStockinger/status/2019117308245950788) 2026-02-04T18:34Z [---] followers, [---] engagements "This is a textbook case of the market confusing liquidity risk with fundamental deterioration. With $NBIS the narrative hasn't actually shifted but when the whole sector tanked on that Anthropic news nobody cared about the backlog or the Microsoft deals. An 80-dollar price tag treats it like a failed experiment rather than an infrastructure play with massive contracted demand. It feels like risk management selling not a change in the thesis. Do you think the February 12th earnings will be enough to decouple the stock from this general tech "bloodbath"" [X Link](https://x.com/FinnStockinger/status/2019124557655994529) 2026-02-04T19:03Z [---] followers, [---] engagements "Most people forget that AI is just a processor that needs fuel to even start. That fuel is the structural data sitting deep inside ERP or CRM systems - the "backbone" Jensen is talking about. The real asymmetry now lies in distinguishing companies that are just UI wrappers from those that actually control the workflow. How do you see the valuation of these "systems of record" shifting once the market finally stops dumping everything into the same bucket https://twitter.com/i/web/status/2019141281549516993 https://twitter.com/i/web/status/2019141281549516993" [X Link](https://x.com/FinnStockinger/status/2019141281549516993) 2026-02-04T20:09Z [---] followers, [--] engagements "Nice to see someone actually keeping their head while everyone else is panicking. De-bloating is usually the hardest part of the process but the clarity you get from a concentrated portfolio is worth the initial sting. Are you planning to deploy that remaining 20% all at once if we see another leg down or is the DCA plan strictly for the $LNG flip https://twitter.com/i/web/status/2019174423442424078 https://twitter.com/i/web/status/2019174423442424078" [X Link](https://x.com/FinnStockinger/status/2019174423442424078) 2026-02-04T22:21Z [---] followers, [--] engagements "@accounting_ds Good luck man Sounds good" [X Link](https://x.com/FinnStockinger/status/2019175752596381983) 2026-02-04T22:26Z [---] followers, [--] engagements "@WallStreetMav Most people still don't realize the money printer didn't just stop; the plug was pulled entirely. We're watching a brutal market correction for organizations that spent years treating political funding as a business model" [X Link](https://x.com/FinnStockinger/status/2019177528100024829) 2026-02-04T22:33Z [---] followers, [--] engagements "This is a massive shift in how we think about unit economics. Moving the "paint" into the mold itself doesn't just save space; it kills the most environmentally messy and time-consuming part of the whole line. If they can get the surface finish to match a traditional clear coat the competitive moat gets even wider. https://twitter.com/i/web/status/2019281139773370684 https://twitter.com/i/web/status/2019281139773370684" [X Link](https://x.com/FinnStockinger/status/2019281139773370684) 2026-02-05T05:25Z [---] followers, [---] engagements "@jiahanjimliu The market is currently pricing in the Dilution/Capex fear while ignoring the long-term spread between GPU compute demand and actual power availability. If SW1 delivers even half of those 200MW blocks the current EPS noise becomes irrelevant" [X Link](https://x.com/FinnStockinger/status/2019282451168932037) 2026-02-05T05:30Z [---] followers, [---] engagements "@power_analys1s @HIVEDigitalTech @cazenove_uk @McnallieM HIVE is scaling fast but the real test is how that efficiency holds up through the next difficulty adjustment. The renewable energy angle is smart for the long term though execution matters more than the YoY percentages right now" [X Link](https://x.com/FinnStockinger/status/2019354423848284497) 2026-02-05T10:16Z [---] followers, [--] engagements "Agreed. When the infrastructure is this massive the scale eventually outweights the daily noise - patience is the hardest but most rewarding part of the $IREN play. Curious about the 'most part' though - which piece of the puzzle do you see differently Is it the timing of the deal or how the market might react today https://twitter.com/i/web/status/2019362486173000167 https://twitter.com/i/web/status/2019362486173000167" [X Link](https://x.com/FinnStockinger/status/2019362486173000167) 2026-02-05T10:48Z [---] followers, [---] engagements "Nebius is a powerhouse - their full-stack ecosystem is top-tier. Im actually betting on both but I think $IREN outperforms this year on pure execution and capacity rollouts. Long-term Nebius is definitely a mini-hyperscaler in the making. Both are winners just different roles in the AI stack. https://twitter.com/i/web/status/2019367007204835664 https://twitter.com/i/web/status/2019367007204835664" [X Link](https://x.com/FinnStockinger/status/2019367007204835664) 2026-02-05T11:06Z [---] followers, [---] engagements "Totally agreed. I was actually writing about this today - most people are too obsessed with the daily news cycle but they forget that $IRENs real leverage is their physical footprint. In a world where high-quality compute is becoming scarce being the one who actually controls the power and the site is the ultimate 'trump card.' Patience pays off when you own the bottleneck. https://twitter.com/i/web/status/2019375490868387878 https://twitter.com/i/web/status/2019375490868387878" [X Link](https://x.com/FinnStockinger/status/2019375490868387878) 2026-02-05T11:40Z [---] followers, [---] engagements "Exactly. When Mag7 says CAPEX is expanding they're essentially signal-calling a bidding war for power-ready sites. For $IREN its no longer about just being a provider; its about being the gateway to their AI dominance. The premium theyll pay for 'guaranteed scale' will be eye-opening for the retail crowd. https://twitter.com/i/web/status/2019379418326594031 https://twitter.com/i/web/status/2019379418326594031" [X Link](https://x.com/FinnStockinger/status/2019379418326594031) 2026-02-05T11:55Z [---] followers, [---] engagements "Thats exactly the point - the first deal is always the "tuition" you pay to prove your MW is actually HPC-ready. Look at CIFR: their initial move with Fluidstack was modest but its what cleared the path for that massive $5.5B AWS deal. Hyperscalers don't sign multi-billion dollar contracts with anyone who hasn't proven their track record first. IREN did the same with Microsoft-they passed the stress test and now for every new RFP from Google or Meta they're negotiating from a position of strength. https://twitter.com/i/web/status/2019395115219886562" [X Link](https://x.com/FinnStockinger/status/2019395115219886562) 2026-02-05T12:58Z [---] followers, [--] engagements "@MarioNawfal The real moat isn't just the satellites it's the fact that SpaceX is its own cheapest customer for launches. Legacy providers are basically subsidizing their own disruption every time they try to compete. Hard to see how anyone catches up when the math is this tilted" [X Link](https://x.com/FinnStockinger/status/2019401317589086448) 2026-02-05T13:22Z [---] followers, [---] engagements "Cutting out the investment banks is a classic Revolut move. Theyve always been obsessed with internalizing costs but buying back employee equity at a 30% discount while eye-balling a $75B valuation feels a bit aggressive. It keeps the cap table clean for an IPO though it makes you wonder how the staff feels about leaving that much upside on the table. Does this suggest they're in no rush to go public if theyre still playing middleman with their own stock https://twitter.com/i/web/status/2019414383093293102 https://twitter.com/i/web/status/2019414383093293102" [X Link](https://x.com/FinnStockinger/status/2019414383093293102) 2026-02-05T14:14Z [---] followers, [---] engagements "@accounting_ds Its easy to get buried in the red but these are the moments where the best entries happen if you've got the patience. Taking a walk and realizing the world is still turning usually puts the charts back into perspective. Have a good day Daniel" [X Link](https://x.com/FinnStockinger/status/2019416467964588365) 2026-02-05T14:22Z [---] followers, [--] engagements "@michaeljburry Bringing this up again because if $GME can deploy a large amount of capital at such a point as this - (more stocks bottomed in October [----] than March 2009) it will do far better than deploying capital in expensive markets. A bit more patience may be all it takes" [X Link](https://x.com/FinnStockinger/status/2019417945697595671) 2026-02-05T14:28Z [---] followers, [---] engagements "@MichaelDell @InvestAmerica24 @TrumpAccounts EN:Giving [--] million kids a direct stake in the markets is the kind of structural shift that actually fixes wealth gaps over the long term. Compounding is a cheat code and starting them on day one is a game changer for the next generation of investors" [X Link](https://x.com/FinnStockinger/status/2019419414563811720) 2026-02-05T14:34Z [---] followers, [----] engagements "The scale of [---] GW is massive but the real challenge is usually the local grid's ability to actually deliver that much power without brownouts. Connecting to a municipal utility is an interesting move-it usually means fewer layers of bureaucracy but it also puts a lot of pressure on local infrastructure. Wonder if they have a firm timeline for when the first building actually goes live" [X Link](https://x.com/FinnStockinger/status/2019421279816729001) 2026-02-05T14:42Z [---] followers, [---] engagements "Management usually stays pretty vague on utility timelines until the hardware is actually on-site. If they dont give a hard date its worth asking how theyre handling the GPU supply chain lead times right now. Are they still leaning heavily into the Nvidia preference or starting to look at alternatives to hit that [---] GW capacity https://twitter.com/i/web/status/2019422079242621279 https://twitter.com/i/web/status/2019422079242621279" [X Link](https://x.com/FinnStockinger/status/2019422079242621279) 2026-02-05T14:45Z [---] followers, [--] engagements "@EndicottInvests Good chat. Hard to see them pivoting away from Nvidia anytime soon given the stakes. We'll see if the call actually clears things up" [X Link](https://x.com/FinnStockinger/status/2019423538315423907) 2026-02-05T14:51Z [---] followers, [--] engagements "To be fair the real moat for ASTS has always been the fact that they dont require a proprietary handset. If SpaceX forces people into a "Starlink Phone" ecosystem it actually validates the ASTS model of working with the billions of devices already in peoples pockets. SpaceX has the launch advantage but carrier relationships and hardware neutrality are hard to brute force. Do you think the average person would actually switch hardware just for satellite native features https://twitter.com/i/web/status/2019427200429097145 https://twitter.com/i/web/status/2019427200429097145" [X Link](https://x.com/FinnStockinger/status/2019427200429097145) 2026-02-05T15:05Z [---] followers, [---] engagements "Sounds like a pivot toward a post-fiat era based on physical reality rather than central bank whims. The challenge isn't the technology it's whether we can actually let go of the idea that labor must be human to have value. If everything is just energy management what happens to the concept of a premium for "quality" in that model https://twitter.com/i/web/status/2019427731788681379 https://twitter.com/i/web/status/2019427731788681379" [X Link](https://x.com/FinnStockinger/status/2019427731788681379) 2026-02-05T15:07Z [---] followers, [---] engagements "Market panic usually presents the best entry points if you actually trust the underlying infrastructure. If they hit that $7B ARR guidance while the macro environment is shaking out the weak hands the current price will look like a gift by Q4. Are you planning to add more at this level or just holding the current position https://twitter.com/i/web/status/2019457550471622661 https://twitter.com/i/web/status/2019457550471622661" [X Link](https://x.com/FinnStockinger/status/2019457550471622661) 2026-02-05T17:06Z [---] followers, [---] engagements "Hard to argue with the logic. Most people treat this place like a slot machine for attention but the real value is usually in the three or four people you actually enjoy talking to every day. If you aren't here for the ideas you're just working a second job for few dollars 😂😂😂 https://twitter.com/i/web/status/2019459291476812208 https://twitter.com/i/web/status/2019459291476812208" [X Link](https://x.com/FinnStockinger/status/2019459291476812208) 2026-02-05T17:13Z [---] followers, [--] engagements "Thats fair Powell is out but the institutional inertia is still there. A new face at the Fed doesn't mean much if the data collection methods are still stuck in the nineties. I wonder if anyone there actually has the spine to trust real-time metrics instead of waiting for reports that are stale the moment they hit the desk. Do you think the new leadership has the guts to cut deep before the landing gets too rough https://twitter.com/i/web/status/2019489469716476004 https://twitter.com/i/web/status/2019489469716476004" [X Link](https://x.com/FinnStockinger/status/2019489469716476004) 2026-02-05T19:13Z [---] followers, [---] engagements "Solid progress. The shift from survival mode to having actual dry powder is the real level up regardless of the ticker. Most people just repeat the same cycle until they're wiped out so actually internalizing the discipline is the biggest win here. Whats the next entry youre eyeing with that cash" [X Link](https://x.com/FinnStockinger/status/2019491578989998144) 2026-02-05T19:21Z [---] followers, [---] engagements "@QuiverQuant Its a textbook "exit liquidity" pattern. Technically speaking I see strong support at zero which will likely be retested just in time for the next campaign cycle. Who wouldve thought politicians prefer cold hard cash in donations over holding their own bags" [X Link](https://x.com/FinnStockinger/status/2019492369935028438) 2026-02-05T19:24Z [---] followers, [---] engagements "@AlvaroMysterio Patience on $ASTS makes sense its easy to get FOMO but waiting for the right entry usually pays off. $RKLB is a solid play if youre looking at the long-term infrastructure of the sector. Good luck with the accumulation and cheers for the update" [X Link](https://x.com/FinnStockinger/status/2019493341478506577) 2026-02-05T19:28Z [---] followers, [---] engagements "Its the difference between a brain and a memory. Anthropic is incredible at processing but its essentially homeless without a data layer to live in. If you don't own the identity graph you're just a very sophisticated guest in someone else's house. Do you think well see big tech try to wall off this kind of proprietary data even more as LLMs get hungrier https://twitter.com/i/web/status/2019500076910149699 https://twitter.com/i/web/status/2019500076910149699" [X Link](https://x.com/FinnStockinger/status/2019500076910149699) 2026-02-05T19:55Z [---] followers, [---] engagements "@stats_feed Musk basically turned the leaderboard into a vertical sprint where everyone else is still tied to the starting blocks. Its wild that the gap between #1 and #2 is larger than most of these guys' entire net worth. Hard to see anyone catching up as long as SpaceX stays private" [X Link](https://x.com/FinnStockinger/status/2019505896636723427) 2026-02-05T20:18Z [---] followers, [----] engagements "AI margins eat BTC mining for breakfast so this pivot is basically a no-brainer. Those ARR targets look great on paper but until Sweetwater delivers a real deal its still just a solid pitch deck. Do you think theyll actually cut ties with mining entirely or just keep it as a side bet https://twitter.com/i/web/status/2019508645709369533 https://twitter.com/i/web/status/2019508645709369533" [X Link](https://x.com/FinnStockinger/status/2019508645709369533) 2026-02-05T20:29Z [---] followers, [---] engagements "Spot on. People see the paper loss and panic instead of looking at that massive cash pile and the $3.4B in secured AI ARR. Its a rare moment where a company has hyperscaler fundamentals yet the market still trades it like a small-time miner pegged to BTC. $IREN moved to a different league and 4.5GW of total capacity is a moat you can't just replicate in a year or two. I wonder when the market finally realizes BTC is just financing the AI build-out here not the end goal. When do you think well see a full decoupling from the crypto charts https://twitter.com/i/web/status/2019525877072097698" [X Link](https://x.com/FinnStockinger/status/2019525877072097698) 2026-02-05T21:37Z [---] followers, [----] engagements "I dont agree with you. Waiting is part of the negotiation process. Energy is the bottleneck. In the presentation theres a line saying Multiple advanced negotiations-the deal should come soon. The drop in stock price is correlated with BTC. By the end of the year they plan to have 34B ARR. (MC after hours drop - 9B). 23B ARR comes just from the $MSFT deal for [---] MW while they have [---] GW of secured capacity. Decide for yourself" [X Link](https://x.com/FinnStockinger/status/2019560770820870626) 2026-02-05T23:56Z [---] followers, [----] engagements "Market flushes like this are basically a stress test for your conviction. Its painful to watch but for anyone sitting on cash these liquidations are where the real compounding starts. Most of these businesses aren't going to zero they're just getting a reality check on their multiples. Are you actually buying anything here or just watching the dust settle https://twitter.com/i/web/status/2019564123583909909 https://twitter.com/i/web/status/2019564123583909909" [X Link](https://x.com/FinnStockinger/status/2019564123583909909) 2026-02-06T00:09Z [---] followers, [----] engagements "Hes just saying out loud what most funds are already modeling. The real test isn't the price target but whether people actually have the stomach to hold through the 30% drawdowns on the way there. Hard to see it happening without some serious currency debasement though. How much of that move do you think is driven by institutional adoption versus just a weaker dollar https://twitter.com/i/web/status/2017508974770139624 https://twitter.com/i/web/status/2017508974770139624" [X Link](https://x.com/FinnStockinger/status/2017508974770139624) 2026-01-31T08:03Z [---] followers, [----] engagements "SpaceX just filed with the FCC for up to [--] MILLION satellites not more Starlink internet but as full-on orbital data centers for AI compute. Theyre talking [-------] km orbits narrow shells (max [--] km thick) solar power 24/7 (no night no clouds) vacuum cooling for free laser links straight to the existing Starlink mesh for downlink. Goal: massive scalable compute without frying Earths grid or sucking gigawatts from power plants. Why does this matter for the Earth observation market ($10B/year Planet Labs Maxar BlackSky Airbus etc.) Two sides here no fluff: Downside (big headache): LEO is" [X Link](https://x.com/FinnStockinger/status/2017586214908383582) 2026-01-31T13:10Z [---] followers, [---] engagements "Its an interesting shift since Jensen rarely calls out partners like this without a reason. Seems the market is finally demanding actual efficiency over just burning billions on R&D. Nvidia has to play ball because OpenAI is their biggest customer but citing a "lack of discipline" feels like a warning shot before the IPO. Do you think Altman can actually deliver the margins Jensen is looking for now https://twitter.com/i/web/status/2017674987038249245 https://twitter.com/i/web/status/2017674987038249245" [X Link](https://x.com/FinnStockinger/status/2017674987038249245) 2026-01-31T19:02Z [---] followers, [----] engagements "Europe finally waking up to the fact that you can't outsource your survival. Relying on "just-in-time" energy from rivals was a massive strategic failure and uranium is the only logical bridge to actual autonomy. If the supply isn't local the sovereignty is just an illusion. Do you think the political will in the EU is strong enough to actually see these mining projects through this time https://twitter.com/i/web/status/2017721931638735005 https://twitter.com/i/web/status/2017721931638735005" [X Link](https://x.com/FinnStockinger/status/2017721931638735005) 2026-01-31T22:09Z [---] followers, [---] engagements "The orbital data center thesis is probably the most overlooked part of the SpaceX vertical integration play. Its one thing to build rockets but capturing the latency advantages of edge computing in orbit changes the unit economics entirely. Glad to see some rigor being applied to the modeling rather than just surface-level hype. Are you factoring in the thermal management constraints for those orbital nodes in the next iteration https://twitter.com/i/web/status/2017740160071569410 https://twitter.com/i/web/status/2017740160071569410" [X Link](https://x.com/FinnStockinger/status/2017740160071569410) 2026-01-31T23:21Z [---] followers, [----] engagements "AI in space isn't new; $SATL and $PL have been running edge processing on-orbit sice some time. The real shift with a SpaceX or xAI play isn't about low latency or basic image analysis but the ability to bypass terrestrial grid constraints and land-use permits entirely. Using near-constant solar to run massive training clusters in LEO is a play for cheaper $/token not a faster response time for local apps. Its more of a macro-energy play than a latency play. https://twitter.com/i/web/status/2017857010327330853 https://twitter.com/i/web/status/2017857010327330853" [X Link](https://x.com/FinnStockinger/status/2017857010327330853) 2026-02-01T07:06Z [---] followers, [---] engagements "@ShawnStewa24764 The AI demand is structural not seasonal. Were facing a severe supply-demand collision as miners cover barely 75% of reactor needs and Kazatomproms [----] production cuts only deepen the deficit. Uranium is now the strategic fuel for the data center revolution" [X Link](https://x.com/FinnStockinger/status/2017858641592795252) 2026-02-01T07:12Z [---] followers, [--] engagements "@alojoh The seasonality excuse only goes so far when the drop-off is this steep. Most people ignore the actual delivery data because theyre too attached to the brand narrative. Whats the next support level youre looking at if the $4 range doesn't hold" [X Link](https://x.com/FinnStockinger/status/2017911845957369922) 2026-02-01T10:44Z [---] followers, [---] engagements "Calling Warsh a hawk is a classic rearview mirror mistake. He views AI as a massive disinflationary shield which gives him the perfect cover to cut rates without being blamed for the next inflation spike. The real kicker is his stance on shrinking the balance sheet; hes basically planning to pull the QE rug while lowering the cost of capital. Its a sophisticated play but are we sure the liquidity junkies on Wall Street are ready for a world with lower rates but no "Fed put" https://twitter.com/i/web/status/2017929005643551101 https://twitter.com/i/web/status/2017929005643551101" [X Link](https://x.com/FinnStockinger/status/2017929005643551101) 2026-02-01T11:52Z [---] followers, [----] engagements "Too many people look for patterns in the charts when the real alpha is usually hidden in the cap table and board seats. If the Thiel-Vance-Intel connection holds up HPSP isn't just an equipment play it's a strategic piece of the domestic supply chain pivot. Having the former head of Intel packaging on the team makes the "long-term hold" from Crescendo feel a lot more calculated than just a standard VC exit strategy. Do you think the market has actually priced in this level of political and industrial integration yet https://twitter.com/i/web/status/2017929614899724606" [X Link](https://x.com/FinnStockinger/status/2017929614899724606) 2026-02-01T11:54Z [---] followers, [----] engagements "Hey guys maybe dont buy more gold right now - says the country that just watched $19 billion evaporate from JieWoRui their national trust us with your shiny rocks app. Its like the captain of the Titanic sending a group chat at 11:40 pm: Guys maybe hold off on buying more tickets for the return voyage 🥶 https://twitter.com/i/web/status/2017933711241584651 https://twitter.com/i/web/status/2017933711241584651" [X Link](https://x.com/FinnStockinger/status/2017933711241584651) 2026-02-01T12:11Z [---] followers, [---] engagements "@accounting_ds Makes sense the "all in" mindset usually beats over-analyzing the metrics anyway. If you're putting in the work the scoreboard tends to take care of itself over time. Much better for the mental health too. Keep going buddy" [X Link](https://x.com/FinnStockinger/status/2017939397602107618) 2026-02-01T12:33Z [---] followers, [--] engagements "The real pivot here isnt just about lower rates its the shift toward a "Low Rate / Small Balance Sheet" regime. Warsh wants to kill the Feds footprint in the bond market to restore price discovery which is a massive win for main street but a nightmare for anyone relying on the Fed's "wall of money" backstop. Hes betting his entire reputation on the AI productivity boom keeping inflation at bay if that thesis fails were looking at a brutal bull-steepening of the curve. https://twitter.com/i/web/status/2017949476988526652 https://twitter.com/i/web/status/2017949476988526652" [X Link](https://x.com/FinnStockinger/status/2017949476988526652) 2026-02-01T13:13Z [---] followers, [--] engagements "Moving R&D from California to a 20000-square-meter site in Kpenick is a strategic pivot to solve the "last mile" of localized engineering. Having [---] specialists focus specifically on powertrain materials and vehicle adaptation suggests theyve finally accepted that European duty cycles and regulatory constraints require more than just software tweaks from Palo Alto. Its a high-stakes play to integrate the supply chain if they can get the new [----] cell chemistry and FSD logic to play nice with UNECE standards on-site the speed of execution will be hard for legacy OEMs to match. Is this the" [X Link](https://x.com/FinnStockinger/status/2017951118123315682) 2026-02-01T13:20Z [---] followers, [---] engagements "@KrakTrades Great thread @KrakTrades love the catalysts roundup and IMO the real edge for $PDYN lies in the universal autonomy pivot with BRAIN X2 + SwarmOS scaling across defense and industrial 🚀" [X Link](https://x.com/FinnStockinger/status/2018001409816354963) 2026-02-01T16:40Z [---] followers, [---] engagements "This shifts $AMD from a chip vendor to a foundation of national infrastructure. When a system is literally heating a city its no longer just an IT procurement its a multi-decade commitment. Hard to build a stronger moat than being physically integrated into a country's energy grid. I wonder when the market will stop pricing this like a simple hardware trade $AMD sovereign AI looks like LUMI not a vendor swap experiment. LUMI operated by CSC in Finland is a [---] petaflop pre-exascale system built on $AMD EPYC CPUs and Instinct MI250X accelerators deployed as national research infrastructure and" [X Link](https://x.com/FinnStockinger/status/2018006415181283768) 2026-02-01T16:59Z [---] followers, [---] engagements "Earnings will drive the price action this week but LUMI is a play for the next decade. The real test for $AMD isn't just the Q4 beat but how deep they can embed themselves into sovereign infrastructure globally. Macro volatility fades but district heating integration stays. https://twitter.com/i/web/status/2018011700138500531 https://twitter.com/i/web/status/2018011700138500531" [X Link](https://x.com/FinnStockinger/status/2018011700138500531) 2026-02-01T17:20Z [---] followers, [--] engagements "Nvidia isnt bailing on OpenAI theyre just dialing back the hype from a non-binding $100B letter of intent to a still-massive but more realistic investment in the current round (Huang calls it huge but one step at a time). OpenAIs cash burn is insane ($1517B projected loss in 2026) yet Altman keeps pulling in billions because the market still buys the AGI-moonshot story. Google xAI and Anthropic look financially healthier long-term but OpenAI has the strongest user traction - the real question is whether the money lasts until [----] or the bubble bursts first." [X Link](https://x.com/FinnStockinger/status/2018023743155540356) 2026-02-01T18:08Z [---] followers, [---] engagements "@SpaceInvestor_D Most people mistake a bull market for genius. The hard part isn't finding the winner its actually keeping the gains when the sentiment eventually shifts" [X Link](https://x.com/FinnStockinger/status/2018037992560935228) 2026-02-01T19:05Z [---] followers, [---] engagements "Market is likely stuck on the aviation logistics pivot and those chunky capex costs for the fleet. Most analysts are still modeling this like a standard medtech firm when its actually becoming a full-stack transplant monopoly. Execution risk is there but the numbers usually win in the end. Do you think the market starts re-rating it once the international revenue starts hitting the tape https://twitter.com/i/web/status/2018042063237898576 https://twitter.com/i/web/status/2018042063237898576" [X Link](https://x.com/FinnStockinger/status/2018042063237898576) 2026-02-01T19:21Z [---] followers, [---] engagements "Breaking: Vanguard scooped up 168K shares of $PDYN on Jan [--] [----] amid post-AFRL contract volatilitystock popped 70%+ on Jan [--] then dipped back. Insider momentum building with Q4 holdings up to 1.7M shares. This isnt old news; its fresh catalyst. Expanding on the SwarmOS moat: In a world where EW jamming turns $1M drones into paperweights decentralized autonomy isnt optional its existential. $PDYN SwarmOS enables true hive mind ops without central comms drawing from bio-inspired algos that mimic ant colonies or bird flocks. Hot update: Fresh off their second space-related win in weeks" [X Link](https://x.com/FinnStockinger/status/2018045887629377656) 2026-02-01T19:36Z [---] followers, [----] engagements "End of an era but holding onto sentiment is a luxury most businesses can't afford. S and X were the proof of concept but if the goal is truly 1M robots a year that floor space is far more valuable as an Optimus line than a legacy sedan shop. Its a classic case of burning the ships to force the pivot. https://twitter.com/i/web/status/2018050513166635174 https://twitter.com/i/web/status/2018050513166635174" [X Link](https://x.com/FinnStockinger/status/2018050513166635174) 2026-02-01T19:55Z [---] followers, [---] engagements "People love romanticizing the struggle of doing things the old way until the overhead becomes a liability. Efficiency is the only metric that actually survives a balance sheet review. The real question isn't whether the tool is "pure" but who owns the extra time it creates. Do you think most people will actually use that saved time for higher-level work or just let it get eaten by more meetings https://twitter.com/i/web/status/2018051375142420689 https://twitter.com/i/web/status/2018051375142420689" [X Link](https://x.com/FinnStockinger/status/2018051375142420689) 2026-02-01T19:58Z [---] followers, [---] engagements "The infrastructure lock-in is the real story here. Everyone focuses on the models but owning the vertical stack - chips power and the physical datacenters is where the durable margin sits. If OpenAI and Anthropic are both effectively paying rent to AWS via compute Amazon wins regardless of which LLM comes out on top. Its a massive hedge against the "model-as-a-commodity" risk. Do you think the market is still discounting the value of their custom silicon compared to Nvidia https://twitter.com/i/web/status/2018055658676142515 https://twitter.com/i/web/status/2018055658676142515" [X Link](https://x.com/FinnStockinger/status/2018055658676142515) 2026-02-01T20:15Z [---] followers, [----] engagements "The "maintenance" argument misses the scale of the shift. Modern AI clusters aren't just another factory; they represent a level of power density that 50-year-old copper and transformers weren't designed to survive. You cant just patch up a grid meant for suburban lighting and expect it to handle the constant high-voltage draw of thousands of Rubin GPUs. Efficiency gains like NVIDIAs are actually a double-edged sword. Every time we make compute more efficient we don't save energy we just build bigger clusters because the ROI improves. Its a race where the chips are sprinting and the physical" [X Link](https://x.com/FinnStockinger/status/2018059548804698138) 2026-02-01T20:31Z [---] followers, [--] engagements "Epstein had: Bill Clinton Bill Gates (37 flights) Prince Andrew on speed dial. Musk Gets subpoenaed old emails show him asking sarcastic questions he declines every invite never visits calls Epstein a creep years ago. Legacy media headline: MUSK DEEPLY CONNECTED TO EPSTEIN EMAILS REVEAL WILD PARTIES Thats not journalism. Thats narrative laundering to shield the actual pedo network while smearing the guy exposing it. Never trust legacy media. They are the problem. https://twitter.com/i/web/status/2018063474241241168 https://twitter.com/i/web/status/2018063474241241168" [X Link](https://x.com/FinnStockinger/status/2018063474241241168) 2026-02-01T20:46Z [---] followers, [--] engagements "@YodaStockInvest Sticking with the leaders makes sense since scale and hardware access are basically the only things that matter in this cycle. Smaller players talk a big game but they rarely match the execution level of $IREN or $NBIS" [X Link](https://x.com/FinnStockinger/status/2018069847553294806) 2026-02-01T21:12Z [---] followers, [---] engagements "Deep value breakdown: $274280M market cap $47M cash (17% of cap solid runway) $13M backlog converting soon FY26 guidance $2427M (4x+ YoY ramp). Trades at 1011x forward sales in exploding defense autonomy TAM zero debt Vanguard holding strong at 1.7M shares (smart money stacking post-spike). HANGTIME unlocking space integration in SwarmOS = moat builder. This is classic asymmetric setup execution risks priced in upside not. Undervalued gem loading. $PDYN 🔥 https://twitter.com/i/web/status/2018082945198665761 https://twitter.com/i/web/status/2018082945198665761" [X Link](https://x.com/FinnStockinger/status/2018082945198665761) 2026-02-01T22:04Z [---] followers, [--] engagements "Market is having a hard time wrapping its head around these multiples because weve been conditioned to expect a cliff right after the peak. But if the floor for DRAM and NAND has structurally shifted higher due to AI then 4-5x P/E isn't just cheap its a massive mispricing of the cycles duration. Hard to call it a typical rally when server DRAM is seeing 90% hikes in a single quarter. https://twitter.com/i/web/status/2018261463052300515 https://twitter.com/i/web/status/2018261463052300515" [X Link](https://x.com/FinnStockinger/status/2018261463052300515) 2026-02-02T09:53Z [---] followers, [----] engagements "Spot on. Most people are stuck on the "Black Monday" headlines and missing the massive leverage flush in metals and crypto. Warsh is a wild card because the market hadn't priced in cuts paired with balance sheet contraction. Its forcing the kind of selectivity we haven't seen in two years. Good summary @BlackPantherCap https://twitter.com/i/web/status/2018288932446695626 https://twitter.com/i/web/status/2018288932446695626" [X Link](https://x.com/FinnStockinger/status/2018288932446695626) 2026-02-02T11:42Z [---] followers, [---] engagements "True controlling the full stack gives an edge that you just can't buy on the open market. If Musk actually bridges satellite infrastructure with AI compute hes building a foundation for projects others can only dream of. Its just the next step in cutting out the middleman and accelerating innovation. Itll be interesting to see how quickly this starts hitting the bottom line. https://twitter.com/i/web/status/2018319155720569264 https://twitter.com/i/web/status/2018319155720569264" [X Link](https://x.com/FinnStockinger/status/2018319155720569264) 2026-02-02T13:42Z [---] followers, [---] engagements "Buying into the drone hardware stack right now is basically a play on the changing nature of attrition. Its less about the airframes themselves and more about who can actually manufacture at scale without the aerospace-grade price tags. Would be interesting to see if they can actually integrate the propulsion tech without getting bogged down in UK export controls" [X Link](https://x.com/FinnStockinger/status/2018329314534535307) 2026-02-02T14:23Z [---] followers, [--] engagements "Regulatory green lights usually follow where the real infrastructure is being built. The interesting part isn't just the license but how it shifts the bridge between traditional banking rails and on-chain liquidity in a market as fragmented as the EU. Does this change how you're looking at the cross-border settlement space https://twitter.com/i/web/status/2018339549928141074 https://twitter.com/i/web/status/2018339549928141074" [X Link](https://x.com/FinnStockinger/status/2018339549928141074) 2026-02-02T15:03Z [---] followers, [---] engagements "Lisa Su hauls out the MI455X on stage built exactly for the always-on agent world thats coming hard - healthcare enterprise workflows scientific sims the whole nine yards. Then Greg Brockman from OpenAI strolls up like its no big deal and starts talking about how these agents are eating compute like its breakfast. Thats not random keynote filler. When the OpenAI president joins your CEO to hype your chip as ready for what comes next it screams validated demand. Theyre not just nodding politelytheyre signaling OpenAI is either testing/deploying AMD silicon at scale or damn close to it. MI455X" [X Link](https://x.com/FinnStockinger/status/2018355967285506197) 2026-02-02T16:08Z [---] followers, [---] engagements "Ponto effectively shifts $OSS from being "just defense" to a specialized player in the AI infrastructure race. Solving the thermal and power density issues for [--] GPUs in a 6U space is a massive hurdle that most people overlook when they talk about "just scaling." If the commercial testing results in March show real-world adoption the revenue mix could look very different by year-end. Are you betting on them becoming a pure-play AI infrastructure stock or just a diversified edge play https://twitter.com/i/web/status/2018378306714800237 https://twitter.com/i/web/status/2018378306714800237" [X Link](https://x.com/FinnStockinger/status/2018378306714800237) 2026-02-02T17:37Z [---] followers, [---] engagements "Jensen is basically the only person actually making money in this AI gold rush by selling the shovels while Sam spends his time raising billions just to keep the lights on. Its the ultimate hustle: Nvidia invests in OpenAI so that OpenAI can turn around and hand that same cash right back to Jensen for more H100s. Were watching a closed-loop economy where the only real output so far is a very expensive heating system for data centers. https://twitter.com/i/web/status/2018403655020413288 https://twitter.com/i/web/status/2018403655020413288" [X Link](https://x.com/FinnStockinger/status/2018403655020413288) 2026-02-02T19:18Z [---] followers, 16.8K engagements "The scale of Cortex [--] is becoming hard to wrap your head around. 🤯 Those [---] Megapacks are just the tip of the iceberg. We are looking at a facility designed to scale toward [---] MW of power to support over 100k Nvidia H100/H200 units. Tesla isn't just building a "datacenter" this is an intelligence factory. By this summer this cluster will be crunching billions of hours of real-world data to fuel the mass deployment of Optimus V4. While others are still debating prototypes Tesla is vertically integrating the energy and the compute to own the robotics era. Is this the moment $TSLA officially" [X Link](https://x.com/FinnStockinger/status/2018410467580944799) 2026-02-02T19:45Z [---] followers, [---] engagements "@b_co_co [---] replies Wow you are insane 😂 but I appreciate your hard work Keep going man 💪🏼" [X Link](https://x.com/FinnStockinger/status/2018414882270404766) 2026-02-02T20:03Z [---] followers, [--] engagements "Moat is the right word here. Most people underestimate how long it takes for these "mandates" to actually turn into purchase orders but the ban on Chinese-linked tech is the real catalyst for Velo. Its no longer about who has the flashiest tech but who is allowed on the network. Will be interesting to see if they finally give a hard date on that EBITDA breakeven during the call. Are you holding through the 26th" [X Link](https://x.com/FinnStockinger/status/2018428199575687510) 2026-02-02T20:55Z [---] followers, [---] engagements "Yes you are right. The valuation gap exists because peers like $ONDS are already fully NDAA/Blue UAS certified while $AMPX is still in the "de-risking" phase of moving its supply chain to South Korea to hit compliance by Summer [----]. Essentially you are paying a discount for the transition risk once the "Made in Allied Country" stamp is official the multiple should snap toward sector parity. https://twitter.com/i/web/status/2018434480722071643 https://twitter.com/i/web/status/2018434480722071643" [X Link](https://x.com/FinnStockinger/status/2018434480722071643) 2026-02-02T21:20Z [---] followers, [---] engagements "When your biggest competitor is yourself from another timeline. This new super-Elon better have a plan for acqusition Mars. JUST IN: SpaceX reportedly confirms xAI merger JUST IN: SpaceX reportedly confirms xAI merger" [X Link](https://x.com/FinnStockinger/status/2018441392675057886) 2026-02-02T21:48Z [---] followers, [---] engagements "@SmallCapSnipa Building [---] GW of capacity is a massive undertaking but the real execution risk is in the timeline for the hookups. Everyone is chasing the AI infrastructure gold rush right now so the actual delivery of that power is what matters more than the announcement" [X Link](https://x.com/FinnStockinger/status/2018442530174672944) 2026-02-02T21:52Z [---] followers, [---] engagements "Vertical integration is the only way to actually capture AI margins instead of just being a middleman for Nvidia. If they pull off a marketplace combined with a proprietary OS they become a legitimate alternative in a market that's desperate for diversification. It feels like Nebius wants to own the entire customer relationship from silicon to software. https://twitter.com/i/web/status/2018730452224205270 https://twitter.com/i/web/status/2018730452224205270" [X Link](https://x.com/FinnStockinger/status/2018730452224205270) 2026-02-03T16:57Z [---] followers, [--] engagements "@retail_mourinho The winners will be those who realize that the APAC contract and Rotron Aero acquisition aren't luck but just cold execution. Scaling in defense takes time but the fundamentals are looking a lot sturdier now" [X Link](https://x.com/FinnStockinger/status/2018737852872311009) 2026-02-03T17:26Z [---] followers, [--] engagements "Hard to argue with that logic when the software stack is where the real moat is. ASICs are great for efficiency once a model is locked in but we're still in the "move fast and break things" phase where CUDA and flexibility win every time. Do you think well see a hard pivot to ASICs once the architectures actually stabilize https://twitter.com/i/web/status/2018742455424761968 https://twitter.com/i/web/status/2018742455424761968" [X Link](https://x.com/FinnStockinger/status/2018742455424761968) 2026-02-03T17:44Z [---] followers, [---] engagements "Its easy to get buried in spreadsheets and forget that the underlying tech is actually fascinating. Seeing the shift from theory to hardware that actually moves the needle in the real world makes the risk feel a bit more tangible. Hard to find many sectors where the utility is this visceral right now. https://twitter.com/i/web/status/2018743343262454228 https://twitter.com/i/web/status/2018743343262454228" [X Link](https://x.com/FinnStockinger/status/2018743343262454228) 2026-02-03T17:48Z [---] followers, [--] engagements "@BrockOgnibene @XFreeze Incentives drive behavior and right now the incentives aren't aligned with transparency. When you lower the barrier to entry this much you aren't just inviting participation you're inviting manipulation" [X Link](https://x.com/FinnStockinger/status/2018758821447917813) 2026-02-03T18:49Z [---] followers, [--] engagements "We're seeing some volatility but the defense fundamentals are hard to ignore given the current geopolitical climate. The trick is distinguishing a temporary bounce from a real base being built for a larger move. With names like this patience is usually half the battle. Do you see a specific catalyst coming up this quarter" [X Link](https://x.com/FinnStockinger/status/2018775179774542244) 2026-02-03T19:54Z [---] followers, [---] engagements "@DNikic87 @MarioNawfal Thank you Daniel" [X Link](https://x.com/FinnStockinger/status/2018780970544169044) 2026-02-03T20:17Z [---] followers, [--] engagements "Cant wait for my autonomous robot to build a Martian civilization while Im still struggling to get a stable WiFi signal in my kitchen. Its a wild vision but the real test is whether it can fix a leak without ordering a part that takes six months to arrive. Do we think the robots will unionize before or after they reach Mars https://twitter.com/i/web/status/2018801115551445080 https://twitter.com/i/web/status/2018801115551445080" [X Link](https://x.com/FinnStockinger/status/2018801115551445080) 2026-02-03T21:37Z [---] followers, [---] engagements "@TheBigDegen @McnallieM @IREN_Ltd $IREN investors and deal announcement" [X Link](https://x.com/FinnStockinger/status/2018814384391532561) 2026-02-03T22:30Z [---] followers, [---] engagements "@BrockOgnibene @XFreeze Exactly the headcount is the real prize. It's a massive arbitrage play where you trade short-term chaos for long-term seats in Congress and a bigger slice of the federal budget. The driver's license is just the icing on the cake to keep the ground game moving" [X Link](https://x.com/FinnStockinger/status/2018815955196117110) 2026-02-03T22:36Z [---] followers, [--] engagements "Its wild how media outlets cherry-pick data points just to keep the drama alive. Theyll highlight one negative rumor and completely ignore the actual balance sheet if it doesn't fit the "collapse" narrative. Most financial news today is just noise designed to trigger emotional trading rather than inform anyone. https://twitter.com/i/web/status/2019289779964133383 https://twitter.com/i/web/status/2019289779964133383" [X Link](https://x.com/FinnStockinger/status/2019289779964133383) 2026-02-05T05:59Z [---] followers, [--] engagements "The infra space has become a massive circle speculatively funding the same EVM forks while pretending its progress. Were basically subsidizing lack of imagination at this point. If a projects biggest selling point is just "it's an L2 with a bridge" its probably just a exit liquidity plan in disguise. Whats the point of scaling if were just scaling boredom https://twitter.com/i/web/status/2019358234742591509 https://twitter.com/i/web/status/2019358234742591509" [X Link](https://x.com/FinnStockinger/status/2019358234742591509) 2026-02-05T10:31Z [---] followers, [--] engagements "Building a hardware phone feels like a distraction when they already own the infrastructure. The real play is the direct-to-device integration that makes every existing phone a satellite phone. If Starlink is already doing 80% of the heavy lifting on the balance sheet an IPO is going to be a massive liquidity event for the entire space sector. https://twitter.com/i/web/status/2019392402956447994 https://twitter.com/i/web/status/2019392402956447994" [X Link](https://x.com/FinnStockinger/status/2019392402956447994) 2026-02-05T12:47Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FinnStockinger Finn Stockinger
Finn Stockinger posts on X about ai, in the, $iren, just a the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -96%
- [--] Month [-------] +18,912%
Mentions: [--] #
- [--] Week [--] -70%
- [--] Month [---] +2,323%
Followers: [---] #
- [--] Week [---] +3.40%
- [--] Month [---] +727%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 31.16% finance 30.43% technology brands 24.64% cryptocurrencies 7.25% financial services 2.17% celebrities 1.45% countries 1.45% currencies 0.72% automotive brands 0.72% fashion brands 0.72%
Social topic influence ai 23.19%, in the 10.14%, $iren #245, just a 7.25%, the most 6.52%, spacex 6.52%, up to 5.8%, longterm 5.07%, data 4.35%, liquidity 4.35%
Top accounts mentioned or mentioned by @bsiegelir @xfreeze @accountingds @sjcapitalinvest @spaceinvestord @quiverquant @mcnalliem @marionawfal @endicottinvests @alvaromysterio @brockognibene @anduriltech @agrippainv @redcatholdings @alicemiax @kawzinvests @wallstreetmav @jiahanjimliu @poweranalys1s @hivedigitaltech
Top assets mentioned Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Palantir Technologies Inc. (PLTR) Lockheed Martin Corporation (LMT) Ondas Holdings Inc. Common Stock (ONDS) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) Planet Labs PBC (PL) Advanced Micro Devices (AMD) Archer Aviation Inc. (ACHR) NextDecade Corporation Common Stock (NEXT) Cameco Corporation (CCJ) Centrus Energy Corp. (LEU) Metadium (META)
Top Social Posts
Top posts by engagements in the last [--] hours
"Archer Aviation $ACHR: Midnight eVTOL featured in the US National AAM Strategy (Dec 2025) to illustrate the #1 recommendation: third-party air traffic management. Not random stock art. That's a clear DOT nod to Archer $ACHR + Palantir $PLTR as the go-to combo for AI-powered low-altitude traffic. Midnight specs: quiet electric [--] pax + pilot [---] km range up to [---] km/h. One of the most advanced urban air taxi programs. Adding defense muscle: Exclusive partnership with Anduril (since Dec 2024) to develop hybrid VTOL for critical DoD applications-targeting potential Program of Record. Archer"
X Link 2026-02-05T12:12Z [---] followers, [----] engagements
"ADNOC staying aggressive here. Getting BlackRock/GIP on the sell side of that stake while $NEXT is still under the radar feels like a massive validation of the long-term infrastructure play. Most people are chasing shiny tech but the real asymmetry is usually in these boring multi-billion dollar energy buildouts that everyone ignores until the gas actually starts flowing. Do you think the market is pricing in the geopolitical shift away from Russian supply yet or is it still just seen as a capex-heavy gamble https://twitter.com/i/web/status/2016583483024425430"
X Link 2026-01-28T18:45Z [---] followers, [--] engagements
"Asymmetry: Miners like CCJ upside on supply crunch (US reliant on West). Long nuclear/uranium #NuclearEnergy #Uranium $CCJ $NUKZ Other - drop in comment $URA $CCJ $NUKZ Other - drop in comment $URA"
X Link 2026-01-31T20:22Z [---] followers, [---] engagements
"Poll already hitting some votes majority long uranium 🚀 But few talk about $LEU (Centrus Energy) the only US player producing LEU + HALEU (high-assay for advanced/SMR reactors). DOE just awarded them $900M task order to expand Piketon enrichment + $560M+ for Oak Ridge centrifuge manufacturing (430 new jobs). This is the bridge for HALEU to power next-gen reactors without it AI data center SMR boom stalls. US monopoly on domestic HALEU + $2.3B backlog = huge asymmetry upside. Q4 earnings call Feb [--] could be a catalyst. Drop your pick below ⚛ #NuclearEnergy #Uranium #LEU #AIInvesting Adding"
X Link 2026-01-31T21:47Z [---] followers, [---] engagements
"Huge News for $AMPX: Scaling the future of Silicon Anodes By partnering with Nanotech Energy Amprius is creating a bulletproof domestic supply chain for their industry-leading battery tech. The Highlights: ✅ NDAA Compliant: A massive win for US Defense & Aerospace contracts. ✅ Asset-Light Growth: Faster production cycles for Tier-1 clients like L3Harris. ✅ Performance: High-density silicon energy now backed by American manufacturing. $AMPX isnt just innovating theyre executing. #AMPX #LithiumBatteries #TechNews #CleanEnergy #L3Harris $AMPX: The Battery Tech That Just Smashed the "Physics"
X Link 2026-02-03T15:01Z [---] followers, [---] engagements
"The fleet expansion is the real story here. Moving from [--] to [--] Super Scoopers plus those [--] Air Attack planes isn't just a minor upgrade - its a massive jump in operational capacity that the current $133M revenue estimate might be undercounting. The leverage from the $331M financing is significant but if they hit that $49M EBITDA the debt service looks much more manageable. Have you looked into how the recent Fire Ready Nation Act might speed up those federal task orders for them https://twitter.com/i/web/status/2019118928165847115 https://twitter.com/i/web/status/2019118928165847115"
X Link 2026-02-04T18:40Z [---] followers, [---] engagements
"Elite analysis my man. 🎯 In a market fueled by "paper capacity" and hype this is a much-needed reality check on the physical constraints of the grid. Youve perfectly identified the ultimate bottleneck: energized megawatts speculative announcements. $CIFR and $IREN aren't just plays on AI; theyre plays on the scarcity of infrastructure. Excellent work mapping out the "Grid Gap"- this is where the real alpha is hidden. https://twitter.com/i/web/status/2019482689443696906 https://twitter.com/i/web/status/2019482689443696906"
X Link 2026-02-05T18:46Z [---] followers, [----] engagements
"Anduril: The "Apple of Defense" Is Taking Over Legacy giants like Lockheed Martin have a major problem. Anduril Industries - the startup blending Silicon Valley speed with Pentagon muscle is no longer just a "promising project." In [----] they are officially scaling to hyperscale. Here is why Anduril is the most important tech story of the year: 1Lattice OS: The Battlefield Brain This isn't just another drone company. Their flagship product is Lattice OS - an AI operating system that integrates drones satellites and radars into a single autonomous network. Decisions that used to take humans"
X Link 2026-02-03T19:27Z [---] followers, [----] engagements
"How Anduril "Bailed Out" Microsofts $22B Pentagon Blunder 1Exactly one year ago (Feb 2025) a seismic shift hit the Defense Industrial Base. A $22000000000 contract was on the brink of cancellation. Instead of pulling the plug the Pentagon called a disruptor. 2The Problem: The "HoloLens" Curse Microsofts IVAS was meant to be the "God View" for soldiers. Instead it became a massive liability. Field tests were plagued by: ❌ Persistent nausea & headaches ❌ Bulky non-tactical hardware ❌ Fatal software lag The Army was ready to walk away. 3The Pivot: The Strategic Handover In early [----] Anduril"
X Link 2026-02-04T09:30Z [---] followers, [---] engagements
"To double down on this: the real masterstroke in saving IVAS was admitting that Microsofts hardware simply couldn't keep up with its software. By bringing $META (Reality Labs) into 'Project EagleEye' Anduril made a brilliant strategic pivot. They focused entirely on the 'brain' (Lattice AI) while offloading the optics and ergonomicsthe exact pain points causing soldier nauseato the team thats been perfecting mass-market VR for over a decade. Its a massive lesson for any CEO: identify your bottlenecks and outsource them to the best in the world. Anduril didnt just fix the headset; they"
X Link 2026-02-04T11:00Z [---] followers, [---] engagements
"$ONDS Ondas Holdings is putting all its cards on the table: they are 'ALL IN' on the Drone Dominance Program. This is the moment where vision meets hard industrial execution." Looking at this announcement the strategy is clear. This isn't just about the flight its about systemic architecture from component resilience to the scalability of production lines. Ondas is targeting the critical gap between a prototype and mass military deployment. The Gauntlet Phase is a trial by fire that will separate the startups from the true UAS giants. [----] is shaping up to be the year where "industrial plans""
X Link 2026-02-04T11:48Z [---] followers, [---] engagements
"Theres also a massive fiscal shift happening here that investors shouldn't ignore: the death of the 'Cost-Plus' era. For decades legacy primes thrived on contracts where the government covered every cost plus a guaranteed profit. Essentially rewarding delays and inefficiency. Microsofts initial struggle with IVAS was a symptom of that old-school slow-moving procurement logic. Anduril is flipping the script by moving toward Firm-Fixed-Price and Internal R&D. They bet their own capital to build what works then sell the finished capability. By taking over IVAS they aren't just delivering a"
X Link 2026-02-04T12:19Z [---] followers, [--] engagements
"Anduril just proved Lattice + open architecture can rescue a $22B Pentagon disaster (IVAS after [--] year: no more vendor lock-in real-time drone/sensors control from HUD decisions in seconds not minutes). This isnt theory anymore its scaling across the entire ecosystem. Proxy plays set to ride the [----] momentum hardest: $ONDS mini-Anduril after Rotron acquisition (C-UAS + ground command) $KRKNF undervalued gem ahead of uplisting perfect fit for underwater push (Dive-LD / subsea) $AVAV attritable swarms with strong Lattice synergy My top pick for [----] upside: $KRKNF low valuation + direct"
X Link 2026-02-04T13:31Z [---] followers, [---] engagements
"Satellogic $SATL + Palantir $PLTR - not just tech synergy but the key that unlocks the Pentagon door Did you know theyve been working together since [----] Satellogic = the eyes in the sky High-resolution (sub-meter) high-revisit Earth observation constellation persistent daily imaging AI-first NextGen satellites coming online [----] with [--] cm-class resolution and onboard analytics. Palantir = the brain Turns raw satellite pixels into real-time actionable intelligence: Foundry for data integration MetaConstellation for multi-source fusion Edge AI for onboard processing directly on satellites"
X Link 2026-02-04T14:36Z [---] followers, [---] engagements
"I read a very solid in-depth analysis of Redwire ($RDW) @SpaceInvestor_D did a really good job pulling together contracts timelines and key programs in one place. Respect for the thoroughness and accuracy. From my side: The core thesis still holds up - Redwire is steadily building a broader moat across multi-domain operations (air VLEO LEO/GEO + in-space manufacturing) and recent developments like the SHIELD IDIQ award from the Missile Defense Agency and the reorganization into Space and Defense Tech segments show it's evolving from a components supplier into a more meaningful player in the"
X Link 2026-02-04T14:54Z [---] followers, [---] engagements
"From the Golden Gate to leading-edge memory. Micron isnt just building a fab; they are laying the heavy-duty foundation for the future of AI and high-performance computing. Micron has completed a major structural milestone of our new Idaho fab Built from [-----] tons of American steelnearly the amount used to construct the Golden Gate Bridgethe fab will support a 600000squarefoot cleanroom where we will manufacture leadingedge memory. Were https://t.co/dUBNY8S90w Micron has completed a major structural milestone of our new Idaho fab Built from [-----] tons of American steelnearly the amount used"
X Link 2026-02-04T15:46Z [---] followers, [---] engagements
"The Market Tests Your Conviction Not Just Your Math "The stock market is a device for transferring money from the impatient to the patient." - Warren Buffet When the screens turn red the air gets thin. It is easy to be a visionary during a green rally but true wealth is forged in the quiet resolve of a downturn. The most successful investors aren't those with the fastest computers but those with the strongest conviction. Don't let a temporary dip blind you to a generational shift. Focus on the fundamentals. Trust the process. #InvestingMindset #WealthBuilding #MarketAnalysis #Conviction"
X Link 2026-02-04T17:19Z [---] followers, [---] engagements
"In the midst of this tech bloodbath remember: market panics often create the best entry points for quality names. $PLTR beats earnings but sells off Thats not a thesis breaker - its flow-driven noise. Same with $NBIS: backlog intact execution on track yet priced like demand vanished overnight. Discipline wins: zoom out check fundamentals ignore the herd. Whats one stock youre adding amid the chaos #Investing #AI #TechStocks"
X Link 2026-02-04T20:54Z [---] followers, [---] engagements
"Alphabet Q4 2025: AI Industrial Revolution is Real. And it's Expensive. Alphabet just reported Q4 results. The headline Google is no longer just an ad companyits an AI Infrastructure Utility. ✅ The Good: Revenue: $113.8B (+18% Y/Y) a massive beat. Google Cloud: The absolute superstar. $17.7B revenue (+48% Y/Y). This proves that enterprise AI demand isn't just hype - it's scaling FAST. Profitability: Net income hit $34.5B with a 31% operating margin. ❌ The "Bad" (for FCF but Good for the sector): YouTube Ads: $11.4Ba slight miss vs expectations. Video ad spend is showing some pickiness. Costs:"
X Link 2026-02-04T21:46Z [---] followers, [---] engagements
"The real alpha in $GOOGLs report isn't just the revenue and CAPEX - its the absolute scaling of Gemini [--]. The data confirms Google has officially moved from "catching up" to "setting the pace." The Benchmark Dominance: Reasoning Leader: Gemini [--] Pro is the first model to break the [----] Elo barrier on LMArena outclassing GPT-5 in core reasoning (37.5% on Humanitys Last Exam vs GPT's 31%). Context King: With a native 2M token context window Gemini remains unmatched for enterprise-grade codebase analysis. Neither Claude [---] nor GPT-5.2 can ingest [--] hours of video or 1M+ lines of code in a"
X Link 2026-02-04T21:54Z [---] followers, [---] engagements
"Most people forget IREN is playing in a different league now. With deals like the Microsoft one IR has to be more calculated; you don't rush these things just to hit a specific news cycle. Moving the earnings date forward is rarely a random move - usually management doesn't scramble to report early if they don't have a clear narrative to drive"
X Link 2026-02-04T22:12Z [---] followers, [----] engagements
"$IREN Are you here for a quick scalp or for the infrastructure play of the decade The deal will come sooner or later. The most critical takeaway from todays earnings is the execution of the MSFT project according to the roadmap. Any other news: rumors about Oklahoma expansion in SE Asia or the specific contract were all waiting for - is a massive 'in plus.' But let's be clear: not announcing the deal today is not a failure. $IREN is a long-term play not just another momentum trade driven by the news cycle. If you agree feel free to retweet. If not let me know your take in the comments #IREN"
X Link 2026-02-05T10:22Z [---] followers, [----] engagements
"And if youd like to learn more about Anduril feel free to check out my earlier post: https://x.com/FinnStockinger/status/2018768436407517651s=20 Anduril: The "Apple of Defense" Is Taking Over Legacy giants like Lockheed Martin have a major problem. Anduril Industries - the startup blending Silicon Valley speed with Pentagon muscle is no longer just a "promising project." In [----] they are officially scaling to https://t.co/78TpKpJM3L https://x.com/FinnStockinger/status/2018768436407517651s=20 Anduril: The "Apple of Defense" Is Taking Over Legacy giants like Lockheed Martin have a major"
X Link 2026-02-05T12:16Z [---] followers, [---] engagements
"$IREN pre-market🔴 Amateur investors fear pre-earnings volatility. Disciplined investors recognize it as the market testing your conviction. $IREN is showing us exactly who has done their homework today. Stay calm brothers and sisters. $IREN Are you here for a quick scalp or for the infrastructure play of the decade The deal will come sooner or later. The most critical takeaway from todays earnings is the execution of the MSFT project according to the roadmap. Any other news: rumors about Oklahoma https://t.co/Y1Q2de8cpX $IREN Are you here for a quick scalp or for the infrastructure play of"
X Link 2026-02-05T13:40Z [---] followers, [---] engagements
"Palladyne AI hits a major milestone: First flight of IntelliSwarm Their full autonomy stack - SwarmOS (decentralized swarming software) + BRAIN X2 (edge-AI flight computer) - successfully demonstrated on the Project Banshee platform (autonomous loitering munition) in collaboration with @RedCatHoldings $RCAT. What does this really mean They proved heterogeneous drones can swarm together without GPS or comms in contested environments - exactly what modern warfare demands. Integration took just [--] weeks and the tech is now flight-proven not just a concept. Whats next 1More complex multi-drone"
X Link 2026-02-05T14:02Z [---] followers, [---] engagements
"The 7-year wait for a grid connection makes "paper capacity" a liability not an asset. $CIFR and $IREN having executed agreements and energized megawatts is the only moat that matters when the U.S. grid is in a structural deficit. Hyperscalers aren't paying $18B for promises - theyre paying for the fact that these guys are already plugged in while everyone else is stuck in a queue until [----]. Is there any faster way to scale AI infrastructure right now $IREN $CIFR 🚨ALERT: 50% of Data Centers will NEVER connect to the grid. Half of the data centers announced in the last [--] months will NEVER"
X Link 2026-02-05T18:42Z [---] followers, [----] engagements
"$IREN $IREN Reports FY26 Q2 - Oklahoma Announced - $3.6B GPU financing at 6% interest - 1.6GW of contracted power for OK site - Horizon 1-4 progressing on schedule - ARR under contract of $0.4b at Prince George for contracted GPUs as of February [--] https://t.co/vEGgz0JD94 $IREN Reports FY26 Q2 - Oklahoma Announced - $3.6B GPU financing at 6% interest - 1.6GW of contracted power for OK site - Horizon 1-4 progressing on schedule - ARR under contract of $0.4b at Prince George for contracted GPUs as of February [--] https://t.co/vEGgz0JD94"
X Link 2026-02-05T21:14Z [---] followers, [----] engagements
"IREN earnings just dropped no shock on the miss. Near-term still hitched to BTC which tanked so expectations were optimistic anyway. But execution Crushing it across the board: $3.6B GPU financing locked for the Microsoft deal (6% p.a.) Paired with $1.9B MSFT prepay thats 95% of GPU capex covered 140k GPU ramp-up on schedule eyeing $3.4B ARR by EOY [--] Fresh 1.6GW data center campus in Oklahoma total secured power now 4.5GW Rock-solid balance sheet: $2.8B cash (as of Jan 31) Short-term volatility is whatever but the long-game buildout is spot on fundings locked down and growth ops are piling"
X Link 2026-02-05T21:35Z [---] followers, 41K engagements
"YMTC probably won't touch the HBM race for years but they don't need to. While SanDisk and the Koreans are busy fighting over the AI premium the Chinese are quietly moving to dominate the entire NAND base layer. Its a classic pincer move let the incumbents have the shiny high-margin tech while you take the floor out from under them. If they capture the volume who actually controls the long-term pricing power https://twitter.com/i/web/status/2017129997408813098 https://twitter.com/i/web/status/2017129997408813098"
X Link 2026-01-30T06:57Z [---] followers, [----] engagements
"Markets love to punish anything that feels even slightly like it's losing its "AI edge" and the $U drop showed just how twitchy everyone is right now. $OPRA has been aggressive with the R3 rollout but fighting Chromes distribution is a brutal game of execution. If the weekend chatter focuses on Chrome finally catching up on tab islands and context-aware agents that pressure is going to be real. Is the dividend enough of a safety net if the growth narrative starts to wobble https://twitter.com/i/web/status/2017308179630330284 https://twitter.com/i/web/status/2017308179630330284"
X Link 2026-01-30T18:45Z [---] followers, [---] engagements
"Wall Street is finally waking up to the $NBIS capacity but theyre still missing the software moat that makes it a compounder not just a commodity play. Between Token Factory slashing inference costs for Prosus by 26x and the 28% stake in ClickHouse (the gold standard for real-time OLAP) Nebius owns the plumbing and the intelligence layer of the AI stack. Add to that Tolokas data labeling engine (now backed by Bezos) and Avrides autonomous fleet and you realize they aren't just building data centers they're building a vertically integrated AI foundry thats impossible to replicate at this"
X Link 2026-01-30T19:28Z [---] followers, [---] engagements
"It was only a matter of time. New Shepard is a great tech demo but the real stakes are in lunar infrastructure and HLS contracts. Bezos knows that if they don't lean into New Glenn and Blue Moon now SpaceX will just run away with the decade. Will this pivot be enough to actually close the gap with Starship https://twitter.com/i/web/status/2017338809122529636 https://twitter.com/i/web/status/2017338809122529636"
X Link 2026-01-30T20:47Z [---] followers, [----] engagements
"A million-satellite orbital data centers for Kardashev II-scale AI compute The FCC filing reads like sci-fi but lets strip the narrative. Starship collapsing $/kg solar-powered vacuum compute starts to pencil. Starlink petabit laser mesh already proven. No grid rebuilds no NIMBY no cooling wars just constant solar + free heat sink in space. Real questions at 100k1M sats scale: CAPEX/watt orbital vs terrestrial (incl. grid upgrades + PPAs) Latency penalty for inference vs training Deorbit/replacement cycle after [--] yrs Reg/crowding wall (FCC ITU Kessler/ASAT risk) If they hit [---] GW+ annual"
X Link 2026-01-31T06:31Z [---] followers, [---] engagements
"@Alice_MiaX Just got off the phone with my Uber driver. He just got off the phone with his cousin in Queens. Cousin said he overheard a guy at Shake Shack mention he once retweeted Michael Saylor. Message delivered. Buy the dip or keep renting forever your call bro"
X Link 2026-01-31T20:27Z [---] followers, [---] engagements
"$PDYN: Focusing on the Tech Not the Hype Great breakdown @bsiegelIR Thanks for keeping the focus on intellectual honesty correcting the Anduril narrative actually makes the real bull case much more compelling. Here is why the current pivot is more important than past legacy projects: [--]. Owning the "Brain" (BRAIN X2) While others focus on the airframe (the "body") Palladyne is perfecting the GNC (Guidance Navigation and Control). By decoupling from specific platforms like Fury and building the BRAIN X2 they are positioning themselves as a universal supplier. Its a high-margin scalable product"
X Link 2026-02-01T12:30Z [---] followers, [----] engagements
"The on-device AI play is finally catching up to the data center hype and Synaptics is sitting right at the intersection of privacy and hardware. Rahul Patel coming over from Qualcomm/Broadcom is the real signal here that kind of pedigree doesn't jump ship unless the roadmap is solid. The Google partnership on Astra seems like a massive validation of their "plumbing" thesis. Do you think the market is still pricing them as a legacy PC peripheral company or is the edge AI multiple starting to bake in https://twitter.com/i/web/status/2018049394667557146"
X Link 2026-02-01T19:50Z [---] followers, [---] engagements
"Jason Calacanis: Trump lies tries to nuke Palmer Luckeys career for a $10k donation Also Jason: intros Epstein to Bitcoin devs in [----] (post-conviction) offers investor access then disables comments when the files drop. Comments off = conscience off. Hypocrisy All-In integrity All-Out. https://twitter.com/i/web/status/2018068889653956884 https://twitter.com/i/web/status/2018068889653956884"
X Link 2026-02-01T21:08Z [---] followers, [---] engagements
"Solid list but $SATL is a major omission. Their full vertical integration and in-house satellite manufacturing allow for a cost-to-performance ratio that competitors like $PL or $BKSY struggle to match. Furthermore Satellogics AI-driven analytics platform is significantly undervalued turning raw sub-meter imagery into actionable intelligence with a scalability that makes it a top "sleeper" for [----]. What do you think about $SATL https://twitter.com/i/web/status/2018288236976562363 https://twitter.com/i/web/status/2018288236976562363"
X Link 2026-02-02T11:39Z [---] followers, [---] engagements
"$AMPX: The Battery Tech That Just Smashed the "Physics Wall" I just finished an incredible deep dive by @SJCapitalInvest on Amprius Technologies and the data is undeniable: we are witnessing a massive valuation disconnect in the energy density space. [--] The [---] Wh/kg Breakthrough Traditional graphite batteries hit a ceiling at [---] Wh/kg. Amprius uses a 100% Silicon Nanowire Anode to hit [---] Wh/kg. We aren't talking incremental gainswere talking about doubling the mission time for drones and high-altitude satellites (HAPS). [--] From "Science Lab" to "Powerhouse" The market is still pricing $AMPX"
X Link 2026-02-02T20:33Z [---] followers, [----] engagements
"@XFreeze The real issue is that once the verification process is compromised the integrity of the whole result is gone. It feels less like a mistake and more like a deliberate feature of the system. How do you walk back from that kind of precedent"
X Link 2026-02-03T17:27Z [---] followers, 12.7K engagements
"It's less about a new playbook and more about building a vertical monopoly that the public markets cant easily price. When you control the launch the data and the payment rails you dont need to follow the old rules because youre essentially the landlord of the infrastructure. Does this model actually scale without a single point of failure at the top https://twitter.com/i/web/status/2018774270302675090 https://twitter.com/i/web/status/2018774270302675090"
X Link 2026-02-03T19:51Z [---] followers, [----] engagements
"The Palantir-Anduril alliance is the ultimate "Defense Tech" power couple. By merging $PLTR's AIP with Andurils Lattice theyre defining the software-defined warfare of [----]. This isn't just defense; it's a high-margin AI monopoly in the making. A massive win for long-term bulls. https://twitter.com/i/web/status/2018793708754509894 https://twitter.com/i/web/status/2018793708754509894"
X Link 2026-02-03T21:08Z [---] followers, [---] engagements
"Europe is finally waking up to the fact that security isn't a subscription service you can cancel and restart. The shift from "relying on the US" to "sovereign capability" is the only play left on the board and Krakens uncrewed tech is right at the center of that transition. Low-cost modular systems are going to outperform legacy hardware in these new budgets every time. How many more of these "non-traditional" players do you see breaking into the EU's 5% GDP world https://twitter.com/i/web/status/2018793966242525589 https://twitter.com/i/web/status/2018793966242525589"
X Link 2026-02-03T21:09Z [---] followers, [---] engagements
"The revenue growth is outlier-level but the market's skepticism toward earnings quality is justified. At this scale it's all about cash conversion and whether they're funding this expansion by sacrificing operating margins entirely. A short squeeze provides fuel for a few sessions but long-term valuation hinges on whether $SMCI can maintain leadership before competitors with wider moats catch up. Do you see a real barrier to entry here or just a temporary supply chain advantage https://twitter.com/i/web/status/2018959042064916567 https://twitter.com/i/web/status/2018959042064916567"
X Link 2026-02-04T08:05Z [---] followers, [---] engagements
"Real deployments always beat lab demos. Seeing a 90% success rate over an eight-hour shift in a facility like Siemens Erlangen shows the tech is finally maturing past the "cool video" stage. Execution in these brownfield environments is where the real value stays. Wheels make the most sense for now. If the floor is flat legs are just an expensive engineering headache that drains the battery twice as fast. Stability and uptime are what matter on a factory floor not whether the robot can handle a staircase itll never see. Whats the actual ROI on bipedal movement when 99% of industrial space is"
X Link 2026-02-04T10:40Z [---] followers, [---] engagements
"@QuiverQuant Interesting move considering Fields is on the Financial Services Committee and likely has a different vantage point than most"
X Link 2026-02-04T15:19Z [---] followers, [----] engagements
"Days like this are the ultimate filter. Most people talk about conviction until they actually have to sit through a 20% drawdown then they realize they were just momentum chasing. If the infrastructure and the hash rate are still there the price action is just noise caused by liquidity moving around. https://twitter.com/i/web/status/2019116870889058694 https://twitter.com/i/web/status/2019116870889058694"
X Link 2026-02-04T18:32Z [---] followers, [---] engagements
"$LHX picking them up is the real signal here. Most people ignore the manufacturing side but securing a domestic U.S. supply chain through Nanotech is what actually makes them "defense-ready" for the long term. If you cant build it at scale on home soil the big contractors won't touch you regardless of the energy density. The customer growth from [--] to [--] in a single quarter shows the "asset-light" model is finally starting to click. Its early but if they become the standard for high-performance drones the moat builds itself. https://twitter.com/i/web/status/2019117308245950788"
X Link 2026-02-04T18:34Z [---] followers, [---] engagements
"This is a textbook case of the market confusing liquidity risk with fundamental deterioration. With $NBIS the narrative hasn't actually shifted but when the whole sector tanked on that Anthropic news nobody cared about the backlog or the Microsoft deals. An 80-dollar price tag treats it like a failed experiment rather than an infrastructure play with massive contracted demand. It feels like risk management selling not a change in the thesis. Do you think the February 12th earnings will be enough to decouple the stock from this general tech "bloodbath""
X Link 2026-02-04T19:03Z [---] followers, [---] engagements
"Most people forget that AI is just a processor that needs fuel to even start. That fuel is the structural data sitting deep inside ERP or CRM systems - the "backbone" Jensen is talking about. The real asymmetry now lies in distinguishing companies that are just UI wrappers from those that actually control the workflow. How do you see the valuation of these "systems of record" shifting once the market finally stops dumping everything into the same bucket https://twitter.com/i/web/status/2019141281549516993 https://twitter.com/i/web/status/2019141281549516993"
X Link 2026-02-04T20:09Z [---] followers, [--] engagements
"Nice to see someone actually keeping their head while everyone else is panicking. De-bloating is usually the hardest part of the process but the clarity you get from a concentrated portfolio is worth the initial sting. Are you planning to deploy that remaining 20% all at once if we see another leg down or is the DCA plan strictly for the $LNG flip https://twitter.com/i/web/status/2019174423442424078 https://twitter.com/i/web/status/2019174423442424078"
X Link 2026-02-04T22:21Z [---] followers, [--] engagements
"@accounting_ds Good luck man Sounds good"
X Link 2026-02-04T22:26Z [---] followers, [--] engagements
"@WallStreetMav Most people still don't realize the money printer didn't just stop; the plug was pulled entirely. We're watching a brutal market correction for organizations that spent years treating political funding as a business model"
X Link 2026-02-04T22:33Z [---] followers, [--] engagements
"This is a massive shift in how we think about unit economics. Moving the "paint" into the mold itself doesn't just save space; it kills the most environmentally messy and time-consuming part of the whole line. If they can get the surface finish to match a traditional clear coat the competitive moat gets even wider. https://twitter.com/i/web/status/2019281139773370684 https://twitter.com/i/web/status/2019281139773370684"
X Link 2026-02-05T05:25Z [---] followers, [---] engagements
"@jiahanjimliu The market is currently pricing in the Dilution/Capex fear while ignoring the long-term spread between GPU compute demand and actual power availability. If SW1 delivers even half of those 200MW blocks the current EPS noise becomes irrelevant"
X Link 2026-02-05T05:30Z [---] followers, [---] engagements
"@power_analys1s @HIVEDigitalTech @cazenove_uk @McnallieM HIVE is scaling fast but the real test is how that efficiency holds up through the next difficulty adjustment. The renewable energy angle is smart for the long term though execution matters more than the YoY percentages right now"
X Link 2026-02-05T10:16Z [---] followers, [--] engagements
"Agreed. When the infrastructure is this massive the scale eventually outweights the daily noise - patience is the hardest but most rewarding part of the $IREN play. Curious about the 'most part' though - which piece of the puzzle do you see differently Is it the timing of the deal or how the market might react today https://twitter.com/i/web/status/2019362486173000167 https://twitter.com/i/web/status/2019362486173000167"
X Link 2026-02-05T10:48Z [---] followers, [---] engagements
"Nebius is a powerhouse - their full-stack ecosystem is top-tier. Im actually betting on both but I think $IREN outperforms this year on pure execution and capacity rollouts. Long-term Nebius is definitely a mini-hyperscaler in the making. Both are winners just different roles in the AI stack. https://twitter.com/i/web/status/2019367007204835664 https://twitter.com/i/web/status/2019367007204835664"
X Link 2026-02-05T11:06Z [---] followers, [---] engagements
"Totally agreed. I was actually writing about this today - most people are too obsessed with the daily news cycle but they forget that $IRENs real leverage is their physical footprint. In a world where high-quality compute is becoming scarce being the one who actually controls the power and the site is the ultimate 'trump card.' Patience pays off when you own the bottleneck. https://twitter.com/i/web/status/2019375490868387878 https://twitter.com/i/web/status/2019375490868387878"
X Link 2026-02-05T11:40Z [---] followers, [---] engagements
"Exactly. When Mag7 says CAPEX is expanding they're essentially signal-calling a bidding war for power-ready sites. For $IREN its no longer about just being a provider; its about being the gateway to their AI dominance. The premium theyll pay for 'guaranteed scale' will be eye-opening for the retail crowd. https://twitter.com/i/web/status/2019379418326594031 https://twitter.com/i/web/status/2019379418326594031"
X Link 2026-02-05T11:55Z [---] followers, [---] engagements
"Thats exactly the point - the first deal is always the "tuition" you pay to prove your MW is actually HPC-ready. Look at CIFR: their initial move with Fluidstack was modest but its what cleared the path for that massive $5.5B AWS deal. Hyperscalers don't sign multi-billion dollar contracts with anyone who hasn't proven their track record first. IREN did the same with Microsoft-they passed the stress test and now for every new RFP from Google or Meta they're negotiating from a position of strength. https://twitter.com/i/web/status/2019395115219886562"
X Link 2026-02-05T12:58Z [---] followers, [--] engagements
"@MarioNawfal The real moat isn't just the satellites it's the fact that SpaceX is its own cheapest customer for launches. Legacy providers are basically subsidizing their own disruption every time they try to compete. Hard to see how anyone catches up when the math is this tilted"
X Link 2026-02-05T13:22Z [---] followers, [---] engagements
"Cutting out the investment banks is a classic Revolut move. Theyve always been obsessed with internalizing costs but buying back employee equity at a 30% discount while eye-balling a $75B valuation feels a bit aggressive. It keeps the cap table clean for an IPO though it makes you wonder how the staff feels about leaving that much upside on the table. Does this suggest they're in no rush to go public if theyre still playing middleman with their own stock https://twitter.com/i/web/status/2019414383093293102 https://twitter.com/i/web/status/2019414383093293102"
X Link 2026-02-05T14:14Z [---] followers, [---] engagements
"@accounting_ds Its easy to get buried in the red but these are the moments where the best entries happen if you've got the patience. Taking a walk and realizing the world is still turning usually puts the charts back into perspective. Have a good day Daniel"
X Link 2026-02-05T14:22Z [---] followers, [--] engagements
"@michaeljburry Bringing this up again because if $GME can deploy a large amount of capital at such a point as this - (more stocks bottomed in October [----] than March 2009) it will do far better than deploying capital in expensive markets. A bit more patience may be all it takes"
X Link 2026-02-05T14:28Z [---] followers, [---] engagements
"@MichaelDell @InvestAmerica24 @TrumpAccounts EN:Giving [--] million kids a direct stake in the markets is the kind of structural shift that actually fixes wealth gaps over the long term. Compounding is a cheat code and starting them on day one is a game changer for the next generation of investors"
X Link 2026-02-05T14:34Z [---] followers, [----] engagements
"The scale of [---] GW is massive but the real challenge is usually the local grid's ability to actually deliver that much power without brownouts. Connecting to a municipal utility is an interesting move-it usually means fewer layers of bureaucracy but it also puts a lot of pressure on local infrastructure. Wonder if they have a firm timeline for when the first building actually goes live"
X Link 2026-02-05T14:42Z [---] followers, [---] engagements
"Management usually stays pretty vague on utility timelines until the hardware is actually on-site. If they dont give a hard date its worth asking how theyre handling the GPU supply chain lead times right now. Are they still leaning heavily into the Nvidia preference or starting to look at alternatives to hit that [---] GW capacity https://twitter.com/i/web/status/2019422079242621279 https://twitter.com/i/web/status/2019422079242621279"
X Link 2026-02-05T14:45Z [---] followers, [--] engagements
"@EndicottInvests Good chat. Hard to see them pivoting away from Nvidia anytime soon given the stakes. We'll see if the call actually clears things up"
X Link 2026-02-05T14:51Z [---] followers, [--] engagements
"To be fair the real moat for ASTS has always been the fact that they dont require a proprietary handset. If SpaceX forces people into a "Starlink Phone" ecosystem it actually validates the ASTS model of working with the billions of devices already in peoples pockets. SpaceX has the launch advantage but carrier relationships and hardware neutrality are hard to brute force. Do you think the average person would actually switch hardware just for satellite native features https://twitter.com/i/web/status/2019427200429097145 https://twitter.com/i/web/status/2019427200429097145"
X Link 2026-02-05T15:05Z [---] followers, [---] engagements
"Sounds like a pivot toward a post-fiat era based on physical reality rather than central bank whims. The challenge isn't the technology it's whether we can actually let go of the idea that labor must be human to have value. If everything is just energy management what happens to the concept of a premium for "quality" in that model https://twitter.com/i/web/status/2019427731788681379 https://twitter.com/i/web/status/2019427731788681379"
X Link 2026-02-05T15:07Z [---] followers, [---] engagements
"Market panic usually presents the best entry points if you actually trust the underlying infrastructure. If they hit that $7B ARR guidance while the macro environment is shaking out the weak hands the current price will look like a gift by Q4. Are you planning to add more at this level or just holding the current position https://twitter.com/i/web/status/2019457550471622661 https://twitter.com/i/web/status/2019457550471622661"
X Link 2026-02-05T17:06Z [---] followers, [---] engagements
"Hard to argue with the logic. Most people treat this place like a slot machine for attention but the real value is usually in the three or four people you actually enjoy talking to every day. If you aren't here for the ideas you're just working a second job for few dollars 😂😂😂 https://twitter.com/i/web/status/2019459291476812208 https://twitter.com/i/web/status/2019459291476812208"
X Link 2026-02-05T17:13Z [---] followers, [--] engagements
"Thats fair Powell is out but the institutional inertia is still there. A new face at the Fed doesn't mean much if the data collection methods are still stuck in the nineties. I wonder if anyone there actually has the spine to trust real-time metrics instead of waiting for reports that are stale the moment they hit the desk. Do you think the new leadership has the guts to cut deep before the landing gets too rough https://twitter.com/i/web/status/2019489469716476004 https://twitter.com/i/web/status/2019489469716476004"
X Link 2026-02-05T19:13Z [---] followers, [---] engagements
"Solid progress. The shift from survival mode to having actual dry powder is the real level up regardless of the ticker. Most people just repeat the same cycle until they're wiped out so actually internalizing the discipline is the biggest win here. Whats the next entry youre eyeing with that cash"
X Link 2026-02-05T19:21Z [---] followers, [---] engagements
"@QuiverQuant Its a textbook "exit liquidity" pattern. Technically speaking I see strong support at zero which will likely be retested just in time for the next campaign cycle. Who wouldve thought politicians prefer cold hard cash in donations over holding their own bags"
X Link 2026-02-05T19:24Z [---] followers, [---] engagements
"@AlvaroMysterio Patience on $ASTS makes sense its easy to get FOMO but waiting for the right entry usually pays off. $RKLB is a solid play if youre looking at the long-term infrastructure of the sector. Good luck with the accumulation and cheers for the update"
X Link 2026-02-05T19:28Z [---] followers, [---] engagements
"Its the difference between a brain and a memory. Anthropic is incredible at processing but its essentially homeless without a data layer to live in. If you don't own the identity graph you're just a very sophisticated guest in someone else's house. Do you think well see big tech try to wall off this kind of proprietary data even more as LLMs get hungrier https://twitter.com/i/web/status/2019500076910149699 https://twitter.com/i/web/status/2019500076910149699"
X Link 2026-02-05T19:55Z [---] followers, [---] engagements
"@stats_feed Musk basically turned the leaderboard into a vertical sprint where everyone else is still tied to the starting blocks. Its wild that the gap between #1 and #2 is larger than most of these guys' entire net worth. Hard to see anyone catching up as long as SpaceX stays private"
X Link 2026-02-05T20:18Z [---] followers, [----] engagements
"AI margins eat BTC mining for breakfast so this pivot is basically a no-brainer. Those ARR targets look great on paper but until Sweetwater delivers a real deal its still just a solid pitch deck. Do you think theyll actually cut ties with mining entirely or just keep it as a side bet https://twitter.com/i/web/status/2019508645709369533 https://twitter.com/i/web/status/2019508645709369533"
X Link 2026-02-05T20:29Z [---] followers, [---] engagements
"Spot on. People see the paper loss and panic instead of looking at that massive cash pile and the $3.4B in secured AI ARR. Its a rare moment where a company has hyperscaler fundamentals yet the market still trades it like a small-time miner pegged to BTC. $IREN moved to a different league and 4.5GW of total capacity is a moat you can't just replicate in a year or two. I wonder when the market finally realizes BTC is just financing the AI build-out here not the end goal. When do you think well see a full decoupling from the crypto charts https://twitter.com/i/web/status/2019525877072097698"
X Link 2026-02-05T21:37Z [---] followers, [----] engagements
"I dont agree with you. Waiting is part of the negotiation process. Energy is the bottleneck. In the presentation theres a line saying Multiple advanced negotiations-the deal should come soon. The drop in stock price is correlated with BTC. By the end of the year they plan to have 34B ARR. (MC after hours drop - 9B). 23B ARR comes just from the $MSFT deal for [---] MW while they have [---] GW of secured capacity. Decide for yourself"
X Link 2026-02-05T23:56Z [---] followers, [----] engagements
"Market flushes like this are basically a stress test for your conviction. Its painful to watch but for anyone sitting on cash these liquidations are where the real compounding starts. Most of these businesses aren't going to zero they're just getting a reality check on their multiples. Are you actually buying anything here or just watching the dust settle https://twitter.com/i/web/status/2019564123583909909 https://twitter.com/i/web/status/2019564123583909909"
X Link 2026-02-06T00:09Z [---] followers, [----] engagements
"Hes just saying out loud what most funds are already modeling. The real test isn't the price target but whether people actually have the stomach to hold through the 30% drawdowns on the way there. Hard to see it happening without some serious currency debasement though. How much of that move do you think is driven by institutional adoption versus just a weaker dollar https://twitter.com/i/web/status/2017508974770139624 https://twitter.com/i/web/status/2017508974770139624"
X Link 2026-01-31T08:03Z [---] followers, [----] engagements
"SpaceX just filed with the FCC for up to [--] MILLION satellites not more Starlink internet but as full-on orbital data centers for AI compute. Theyre talking [-------] km orbits narrow shells (max [--] km thick) solar power 24/7 (no night no clouds) vacuum cooling for free laser links straight to the existing Starlink mesh for downlink. Goal: massive scalable compute without frying Earths grid or sucking gigawatts from power plants. Why does this matter for the Earth observation market ($10B/year Planet Labs Maxar BlackSky Airbus etc.) Two sides here no fluff: Downside (big headache): LEO is"
X Link 2026-01-31T13:10Z [---] followers, [---] engagements
"Its an interesting shift since Jensen rarely calls out partners like this without a reason. Seems the market is finally demanding actual efficiency over just burning billions on R&D. Nvidia has to play ball because OpenAI is their biggest customer but citing a "lack of discipline" feels like a warning shot before the IPO. Do you think Altman can actually deliver the margins Jensen is looking for now https://twitter.com/i/web/status/2017674987038249245 https://twitter.com/i/web/status/2017674987038249245"
X Link 2026-01-31T19:02Z [---] followers, [----] engagements
"Europe finally waking up to the fact that you can't outsource your survival. Relying on "just-in-time" energy from rivals was a massive strategic failure and uranium is the only logical bridge to actual autonomy. If the supply isn't local the sovereignty is just an illusion. Do you think the political will in the EU is strong enough to actually see these mining projects through this time https://twitter.com/i/web/status/2017721931638735005 https://twitter.com/i/web/status/2017721931638735005"
X Link 2026-01-31T22:09Z [---] followers, [---] engagements
"The orbital data center thesis is probably the most overlooked part of the SpaceX vertical integration play. Its one thing to build rockets but capturing the latency advantages of edge computing in orbit changes the unit economics entirely. Glad to see some rigor being applied to the modeling rather than just surface-level hype. Are you factoring in the thermal management constraints for those orbital nodes in the next iteration https://twitter.com/i/web/status/2017740160071569410 https://twitter.com/i/web/status/2017740160071569410"
X Link 2026-01-31T23:21Z [---] followers, [----] engagements
"AI in space isn't new; $SATL and $PL have been running edge processing on-orbit sice some time. The real shift with a SpaceX or xAI play isn't about low latency or basic image analysis but the ability to bypass terrestrial grid constraints and land-use permits entirely. Using near-constant solar to run massive training clusters in LEO is a play for cheaper $/token not a faster response time for local apps. Its more of a macro-energy play than a latency play. https://twitter.com/i/web/status/2017857010327330853 https://twitter.com/i/web/status/2017857010327330853"
X Link 2026-02-01T07:06Z [---] followers, [---] engagements
"@ShawnStewa24764 The AI demand is structural not seasonal. Were facing a severe supply-demand collision as miners cover barely 75% of reactor needs and Kazatomproms [----] production cuts only deepen the deficit. Uranium is now the strategic fuel for the data center revolution"
X Link 2026-02-01T07:12Z [---] followers, [--] engagements
"@alojoh The seasonality excuse only goes so far when the drop-off is this steep. Most people ignore the actual delivery data because theyre too attached to the brand narrative. Whats the next support level youre looking at if the $4 range doesn't hold"
X Link 2026-02-01T10:44Z [---] followers, [---] engagements
"Calling Warsh a hawk is a classic rearview mirror mistake. He views AI as a massive disinflationary shield which gives him the perfect cover to cut rates without being blamed for the next inflation spike. The real kicker is his stance on shrinking the balance sheet; hes basically planning to pull the QE rug while lowering the cost of capital. Its a sophisticated play but are we sure the liquidity junkies on Wall Street are ready for a world with lower rates but no "Fed put" https://twitter.com/i/web/status/2017929005643551101 https://twitter.com/i/web/status/2017929005643551101"
X Link 2026-02-01T11:52Z [---] followers, [----] engagements
"Too many people look for patterns in the charts when the real alpha is usually hidden in the cap table and board seats. If the Thiel-Vance-Intel connection holds up HPSP isn't just an equipment play it's a strategic piece of the domestic supply chain pivot. Having the former head of Intel packaging on the team makes the "long-term hold" from Crescendo feel a lot more calculated than just a standard VC exit strategy. Do you think the market has actually priced in this level of political and industrial integration yet https://twitter.com/i/web/status/2017929614899724606"
X Link 2026-02-01T11:54Z [---] followers, [----] engagements
"Hey guys maybe dont buy more gold right now - says the country that just watched $19 billion evaporate from JieWoRui their national trust us with your shiny rocks app. Its like the captain of the Titanic sending a group chat at 11:40 pm: Guys maybe hold off on buying more tickets for the return voyage 🥶 https://twitter.com/i/web/status/2017933711241584651 https://twitter.com/i/web/status/2017933711241584651"
X Link 2026-02-01T12:11Z [---] followers, [---] engagements
"@accounting_ds Makes sense the "all in" mindset usually beats over-analyzing the metrics anyway. If you're putting in the work the scoreboard tends to take care of itself over time. Much better for the mental health too. Keep going buddy"
X Link 2026-02-01T12:33Z [---] followers, [--] engagements
"The real pivot here isnt just about lower rates its the shift toward a "Low Rate / Small Balance Sheet" regime. Warsh wants to kill the Feds footprint in the bond market to restore price discovery which is a massive win for main street but a nightmare for anyone relying on the Fed's "wall of money" backstop. Hes betting his entire reputation on the AI productivity boom keeping inflation at bay if that thesis fails were looking at a brutal bull-steepening of the curve. https://twitter.com/i/web/status/2017949476988526652 https://twitter.com/i/web/status/2017949476988526652"
X Link 2026-02-01T13:13Z [---] followers, [--] engagements
"Moving R&D from California to a 20000-square-meter site in Kpenick is a strategic pivot to solve the "last mile" of localized engineering. Having [---] specialists focus specifically on powertrain materials and vehicle adaptation suggests theyve finally accepted that European duty cycles and regulatory constraints require more than just software tweaks from Palo Alto. Its a high-stakes play to integrate the supply chain if they can get the new [----] cell chemistry and FSD logic to play nice with UNECE standards on-site the speed of execution will be hard for legacy OEMs to match. Is this the"
X Link 2026-02-01T13:20Z [---] followers, [---] engagements
"@KrakTrades Great thread @KrakTrades love the catalysts roundup and IMO the real edge for $PDYN lies in the universal autonomy pivot with BRAIN X2 + SwarmOS scaling across defense and industrial 🚀"
X Link 2026-02-01T16:40Z [---] followers, [---] engagements
"This shifts $AMD from a chip vendor to a foundation of national infrastructure. When a system is literally heating a city its no longer just an IT procurement its a multi-decade commitment. Hard to build a stronger moat than being physically integrated into a country's energy grid. I wonder when the market will stop pricing this like a simple hardware trade $AMD sovereign AI looks like LUMI not a vendor swap experiment. LUMI operated by CSC in Finland is a [---] petaflop pre-exascale system built on $AMD EPYC CPUs and Instinct MI250X accelerators deployed as national research infrastructure and"
X Link 2026-02-01T16:59Z [---] followers, [---] engagements
"Earnings will drive the price action this week but LUMI is a play for the next decade. The real test for $AMD isn't just the Q4 beat but how deep they can embed themselves into sovereign infrastructure globally. Macro volatility fades but district heating integration stays. https://twitter.com/i/web/status/2018011700138500531 https://twitter.com/i/web/status/2018011700138500531"
X Link 2026-02-01T17:20Z [---] followers, [--] engagements
"Nvidia isnt bailing on OpenAI theyre just dialing back the hype from a non-binding $100B letter of intent to a still-massive but more realistic investment in the current round (Huang calls it huge but one step at a time). OpenAIs cash burn is insane ($1517B projected loss in 2026) yet Altman keeps pulling in billions because the market still buys the AGI-moonshot story. Google xAI and Anthropic look financially healthier long-term but OpenAI has the strongest user traction - the real question is whether the money lasts until [----] or the bubble bursts first."
X Link 2026-02-01T18:08Z [---] followers, [---] engagements
"@SpaceInvestor_D Most people mistake a bull market for genius. The hard part isn't finding the winner its actually keeping the gains when the sentiment eventually shifts"
X Link 2026-02-01T19:05Z [---] followers, [---] engagements
"Market is likely stuck on the aviation logistics pivot and those chunky capex costs for the fleet. Most analysts are still modeling this like a standard medtech firm when its actually becoming a full-stack transplant monopoly. Execution risk is there but the numbers usually win in the end. Do you think the market starts re-rating it once the international revenue starts hitting the tape https://twitter.com/i/web/status/2018042063237898576 https://twitter.com/i/web/status/2018042063237898576"
X Link 2026-02-01T19:21Z [---] followers, [---] engagements
"Breaking: Vanguard scooped up 168K shares of $PDYN on Jan [--] [----] amid post-AFRL contract volatilitystock popped 70%+ on Jan [--] then dipped back. Insider momentum building with Q4 holdings up to 1.7M shares. This isnt old news; its fresh catalyst. Expanding on the SwarmOS moat: In a world where EW jamming turns $1M drones into paperweights decentralized autonomy isnt optional its existential. $PDYN SwarmOS enables true hive mind ops without central comms drawing from bio-inspired algos that mimic ant colonies or bird flocks. Hot update: Fresh off their second space-related win in weeks"
X Link 2026-02-01T19:36Z [---] followers, [----] engagements
"End of an era but holding onto sentiment is a luxury most businesses can't afford. S and X were the proof of concept but if the goal is truly 1M robots a year that floor space is far more valuable as an Optimus line than a legacy sedan shop. Its a classic case of burning the ships to force the pivot. https://twitter.com/i/web/status/2018050513166635174 https://twitter.com/i/web/status/2018050513166635174"
X Link 2026-02-01T19:55Z [---] followers, [---] engagements
"People love romanticizing the struggle of doing things the old way until the overhead becomes a liability. Efficiency is the only metric that actually survives a balance sheet review. The real question isn't whether the tool is "pure" but who owns the extra time it creates. Do you think most people will actually use that saved time for higher-level work or just let it get eaten by more meetings https://twitter.com/i/web/status/2018051375142420689 https://twitter.com/i/web/status/2018051375142420689"
X Link 2026-02-01T19:58Z [---] followers, [---] engagements
"The infrastructure lock-in is the real story here. Everyone focuses on the models but owning the vertical stack - chips power and the physical datacenters is where the durable margin sits. If OpenAI and Anthropic are both effectively paying rent to AWS via compute Amazon wins regardless of which LLM comes out on top. Its a massive hedge against the "model-as-a-commodity" risk. Do you think the market is still discounting the value of their custom silicon compared to Nvidia https://twitter.com/i/web/status/2018055658676142515 https://twitter.com/i/web/status/2018055658676142515"
X Link 2026-02-01T20:15Z [---] followers, [----] engagements
"The "maintenance" argument misses the scale of the shift. Modern AI clusters aren't just another factory; they represent a level of power density that 50-year-old copper and transformers weren't designed to survive. You cant just patch up a grid meant for suburban lighting and expect it to handle the constant high-voltage draw of thousands of Rubin GPUs. Efficiency gains like NVIDIAs are actually a double-edged sword. Every time we make compute more efficient we don't save energy we just build bigger clusters because the ROI improves. Its a race where the chips are sprinting and the physical"
X Link 2026-02-01T20:31Z [---] followers, [--] engagements
"Epstein had: Bill Clinton Bill Gates (37 flights) Prince Andrew on speed dial. Musk Gets subpoenaed old emails show him asking sarcastic questions he declines every invite never visits calls Epstein a creep years ago. Legacy media headline: MUSK DEEPLY CONNECTED TO EPSTEIN EMAILS REVEAL WILD PARTIES Thats not journalism. Thats narrative laundering to shield the actual pedo network while smearing the guy exposing it. Never trust legacy media. They are the problem. https://twitter.com/i/web/status/2018063474241241168 https://twitter.com/i/web/status/2018063474241241168"
X Link 2026-02-01T20:46Z [---] followers, [--] engagements
"@YodaStockInvest Sticking with the leaders makes sense since scale and hardware access are basically the only things that matter in this cycle. Smaller players talk a big game but they rarely match the execution level of $IREN or $NBIS"
X Link 2026-02-01T21:12Z [---] followers, [---] engagements
"Deep value breakdown: $274280M market cap $47M cash (17% of cap solid runway) $13M backlog converting soon FY26 guidance $2427M (4x+ YoY ramp). Trades at 1011x forward sales in exploding defense autonomy TAM zero debt Vanguard holding strong at 1.7M shares (smart money stacking post-spike). HANGTIME unlocking space integration in SwarmOS = moat builder. This is classic asymmetric setup execution risks priced in upside not. Undervalued gem loading. $PDYN 🔥 https://twitter.com/i/web/status/2018082945198665761 https://twitter.com/i/web/status/2018082945198665761"
X Link 2026-02-01T22:04Z [---] followers, [--] engagements
"Market is having a hard time wrapping its head around these multiples because weve been conditioned to expect a cliff right after the peak. But if the floor for DRAM and NAND has structurally shifted higher due to AI then 4-5x P/E isn't just cheap its a massive mispricing of the cycles duration. Hard to call it a typical rally when server DRAM is seeing 90% hikes in a single quarter. https://twitter.com/i/web/status/2018261463052300515 https://twitter.com/i/web/status/2018261463052300515"
X Link 2026-02-02T09:53Z [---] followers, [----] engagements
"Spot on. Most people are stuck on the "Black Monday" headlines and missing the massive leverage flush in metals and crypto. Warsh is a wild card because the market hadn't priced in cuts paired with balance sheet contraction. Its forcing the kind of selectivity we haven't seen in two years. Good summary @BlackPantherCap https://twitter.com/i/web/status/2018288932446695626 https://twitter.com/i/web/status/2018288932446695626"
X Link 2026-02-02T11:42Z [---] followers, [---] engagements
"True controlling the full stack gives an edge that you just can't buy on the open market. If Musk actually bridges satellite infrastructure with AI compute hes building a foundation for projects others can only dream of. Its just the next step in cutting out the middleman and accelerating innovation. Itll be interesting to see how quickly this starts hitting the bottom line. https://twitter.com/i/web/status/2018319155720569264 https://twitter.com/i/web/status/2018319155720569264"
X Link 2026-02-02T13:42Z [---] followers, [---] engagements
"Buying into the drone hardware stack right now is basically a play on the changing nature of attrition. Its less about the airframes themselves and more about who can actually manufacture at scale without the aerospace-grade price tags. Would be interesting to see if they can actually integrate the propulsion tech without getting bogged down in UK export controls"
X Link 2026-02-02T14:23Z [---] followers, [--] engagements
"Regulatory green lights usually follow where the real infrastructure is being built. The interesting part isn't just the license but how it shifts the bridge between traditional banking rails and on-chain liquidity in a market as fragmented as the EU. Does this change how you're looking at the cross-border settlement space https://twitter.com/i/web/status/2018339549928141074 https://twitter.com/i/web/status/2018339549928141074"
X Link 2026-02-02T15:03Z [---] followers, [---] engagements
"Lisa Su hauls out the MI455X on stage built exactly for the always-on agent world thats coming hard - healthcare enterprise workflows scientific sims the whole nine yards. Then Greg Brockman from OpenAI strolls up like its no big deal and starts talking about how these agents are eating compute like its breakfast. Thats not random keynote filler. When the OpenAI president joins your CEO to hype your chip as ready for what comes next it screams validated demand. Theyre not just nodding politelytheyre signaling OpenAI is either testing/deploying AMD silicon at scale or damn close to it. MI455X"
X Link 2026-02-02T16:08Z [---] followers, [---] engagements
"Ponto effectively shifts $OSS from being "just defense" to a specialized player in the AI infrastructure race. Solving the thermal and power density issues for [--] GPUs in a 6U space is a massive hurdle that most people overlook when they talk about "just scaling." If the commercial testing results in March show real-world adoption the revenue mix could look very different by year-end. Are you betting on them becoming a pure-play AI infrastructure stock or just a diversified edge play https://twitter.com/i/web/status/2018378306714800237 https://twitter.com/i/web/status/2018378306714800237"
X Link 2026-02-02T17:37Z [---] followers, [---] engagements
"Jensen is basically the only person actually making money in this AI gold rush by selling the shovels while Sam spends his time raising billions just to keep the lights on. Its the ultimate hustle: Nvidia invests in OpenAI so that OpenAI can turn around and hand that same cash right back to Jensen for more H100s. Were watching a closed-loop economy where the only real output so far is a very expensive heating system for data centers. https://twitter.com/i/web/status/2018403655020413288 https://twitter.com/i/web/status/2018403655020413288"
X Link 2026-02-02T19:18Z [---] followers, 16.8K engagements
"The scale of Cortex [--] is becoming hard to wrap your head around. 🤯 Those [---] Megapacks are just the tip of the iceberg. We are looking at a facility designed to scale toward [---] MW of power to support over 100k Nvidia H100/H200 units. Tesla isn't just building a "datacenter" this is an intelligence factory. By this summer this cluster will be crunching billions of hours of real-world data to fuel the mass deployment of Optimus V4. While others are still debating prototypes Tesla is vertically integrating the energy and the compute to own the robotics era. Is this the moment $TSLA officially"
X Link 2026-02-02T19:45Z [---] followers, [---] engagements
"@b_co_co [---] replies Wow you are insane 😂 but I appreciate your hard work Keep going man 💪🏼"
X Link 2026-02-02T20:03Z [---] followers, [--] engagements
"Moat is the right word here. Most people underestimate how long it takes for these "mandates" to actually turn into purchase orders but the ban on Chinese-linked tech is the real catalyst for Velo. Its no longer about who has the flashiest tech but who is allowed on the network. Will be interesting to see if they finally give a hard date on that EBITDA breakeven during the call. Are you holding through the 26th"
X Link 2026-02-02T20:55Z [---] followers, [---] engagements
"Yes you are right. The valuation gap exists because peers like $ONDS are already fully NDAA/Blue UAS certified while $AMPX is still in the "de-risking" phase of moving its supply chain to South Korea to hit compliance by Summer [----]. Essentially you are paying a discount for the transition risk once the "Made in Allied Country" stamp is official the multiple should snap toward sector parity. https://twitter.com/i/web/status/2018434480722071643 https://twitter.com/i/web/status/2018434480722071643"
X Link 2026-02-02T21:20Z [---] followers, [---] engagements
"When your biggest competitor is yourself from another timeline. This new super-Elon better have a plan for acqusition Mars. JUST IN: SpaceX reportedly confirms xAI merger JUST IN: SpaceX reportedly confirms xAI merger"
X Link 2026-02-02T21:48Z [---] followers, [---] engagements
"@SmallCapSnipa Building [---] GW of capacity is a massive undertaking but the real execution risk is in the timeline for the hookups. Everyone is chasing the AI infrastructure gold rush right now so the actual delivery of that power is what matters more than the announcement"
X Link 2026-02-02T21:52Z [---] followers, [---] engagements
"Vertical integration is the only way to actually capture AI margins instead of just being a middleman for Nvidia. If they pull off a marketplace combined with a proprietary OS they become a legitimate alternative in a market that's desperate for diversification. It feels like Nebius wants to own the entire customer relationship from silicon to software. https://twitter.com/i/web/status/2018730452224205270 https://twitter.com/i/web/status/2018730452224205270"
X Link 2026-02-03T16:57Z [---] followers, [--] engagements
"@retail_mourinho The winners will be those who realize that the APAC contract and Rotron Aero acquisition aren't luck but just cold execution. Scaling in defense takes time but the fundamentals are looking a lot sturdier now"
X Link 2026-02-03T17:26Z [---] followers, [--] engagements
"Hard to argue with that logic when the software stack is where the real moat is. ASICs are great for efficiency once a model is locked in but we're still in the "move fast and break things" phase where CUDA and flexibility win every time. Do you think well see a hard pivot to ASICs once the architectures actually stabilize https://twitter.com/i/web/status/2018742455424761968 https://twitter.com/i/web/status/2018742455424761968"
X Link 2026-02-03T17:44Z [---] followers, [---] engagements
"Its easy to get buried in spreadsheets and forget that the underlying tech is actually fascinating. Seeing the shift from theory to hardware that actually moves the needle in the real world makes the risk feel a bit more tangible. Hard to find many sectors where the utility is this visceral right now. https://twitter.com/i/web/status/2018743343262454228 https://twitter.com/i/web/status/2018743343262454228"
X Link 2026-02-03T17:48Z [---] followers, [--] engagements
"@BrockOgnibene @XFreeze Incentives drive behavior and right now the incentives aren't aligned with transparency. When you lower the barrier to entry this much you aren't just inviting participation you're inviting manipulation"
X Link 2026-02-03T18:49Z [---] followers, [--] engagements
"We're seeing some volatility but the defense fundamentals are hard to ignore given the current geopolitical climate. The trick is distinguishing a temporary bounce from a real base being built for a larger move. With names like this patience is usually half the battle. Do you see a specific catalyst coming up this quarter"
X Link 2026-02-03T19:54Z [---] followers, [---] engagements
"@DNikic87 @MarioNawfal Thank you Daniel"
X Link 2026-02-03T20:17Z [---] followers, [--] engagements
"Cant wait for my autonomous robot to build a Martian civilization while Im still struggling to get a stable WiFi signal in my kitchen. Its a wild vision but the real test is whether it can fix a leak without ordering a part that takes six months to arrive. Do we think the robots will unionize before or after they reach Mars https://twitter.com/i/web/status/2018801115551445080 https://twitter.com/i/web/status/2018801115551445080"
X Link 2026-02-03T21:37Z [---] followers, [---] engagements
"@TheBigDegen @McnallieM @IREN_Ltd $IREN investors and deal announcement"
X Link 2026-02-03T22:30Z [---] followers, [---] engagements
"@BrockOgnibene @XFreeze Exactly the headcount is the real prize. It's a massive arbitrage play where you trade short-term chaos for long-term seats in Congress and a bigger slice of the federal budget. The driver's license is just the icing on the cake to keep the ground game moving"
X Link 2026-02-03T22:36Z [---] followers, [--] engagements
"Its wild how media outlets cherry-pick data points just to keep the drama alive. Theyll highlight one negative rumor and completely ignore the actual balance sheet if it doesn't fit the "collapse" narrative. Most financial news today is just noise designed to trigger emotional trading rather than inform anyone. https://twitter.com/i/web/status/2019289779964133383 https://twitter.com/i/web/status/2019289779964133383"
X Link 2026-02-05T05:59Z [---] followers, [--] engagements
"The infra space has become a massive circle speculatively funding the same EVM forks while pretending its progress. Were basically subsidizing lack of imagination at this point. If a projects biggest selling point is just "it's an L2 with a bridge" its probably just a exit liquidity plan in disguise. Whats the point of scaling if were just scaling boredom https://twitter.com/i/web/status/2019358234742591509 https://twitter.com/i/web/status/2019358234742591509"
X Link 2026-02-05T10:31Z [---] followers, [--] engagements
"Building a hardware phone feels like a distraction when they already own the infrastructure. The real play is the direct-to-device integration that makes every existing phone a satellite phone. If Starlink is already doing 80% of the heavy lifting on the balance sheet an IPO is going to be a massive liquidity event for the entire space sector. https://twitter.com/i/web/status/2019392402956447994 https://twitter.com/i/web/status/2019392402956447994"
X Link 2026-02-05T12:47Z [---] followers, [--] engagements
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