#  @InvestorVideos Colin Tedards Colin Tedards posts on X about ai, $nvda, nvda, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1335362470723035136/interactions)  - [--] Week [------] -74% - [--] Month [-------] -23% - [--] Months [---------] -77% - [--] Year [----------] -75% ### Mentions: [--] [#](/creator/twitter::1335362470723035136/posts_active)  - [--] Week [--] +43% - [--] Month [--] +42% - [--] Months [---] +190% - [--] Year [---] +86% ### Followers: [-----] [#](/creator/twitter::1335362470723035136/followers)  - [--] Week [-----] +0.81% - [--] Month [-----] +7.10% - [--] Months [-----] +40% - [--] Year [-----] +54% ### CreatorRank: [-------] [#](/creator/twitter::1335362470723035136/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 60% [technology brands](/list/technology-brands) 48% [finance](/list/finance) 27.2% [countries](/list/countries) 4.8% [automotive brands](/list/automotive-brands) 3.2% [celebrities](/list/celebrities) 1.6% [social networks](/list/social-networks) 1.6% [fashion brands](/list/fashion-brands) 1.6% [cryptocurrencies](/list/cryptocurrencies) 1.6% [financial services](/list/financial-services) 0.8% **Social topic influence** [ai](/topic/ai) 12%, [$nvda](/topic/$nvda) 10.4%, [nvda](/topic/nvda) 10.4%, [in the](/topic/in-the) 9.6%, [$msft](/topic/$msft) 9.6%, [$googl](/topic/$googl) 8.8%, [meta](/topic/meta) 7.2%, [microsoft](/topic/microsoft) 7.2%, [googl](/topic/googl) 7.2%, [company](/topic/company) 7.2% **Top accounts mentioned or mentioned by** [@stonefoxcapital](/creator/undefined) [@billlycakes](/creator/undefined) [@remotenavigator](/creator/undefined) [@mmeyers81](/creator/undefined) [@tkmoono](/creator/undefined) [@financewithjoe](/creator/undefined) [@bvrrkin](/creator/undefined) [@cellsnterlinked](/creator/undefined) [@grok](/creator/undefined) [@agenticash](/creator/undefined) [@traderzmoon](/creator/undefined) [@sidghai6348](/creator/undefined) [@thehedonist1997](/creator/undefined) [@errorcode0699](/creator/undefined) [@rohitsh45179681](/creator/undefined) [@eryu_r](/creator/undefined) [@artanisthegreat](/creator/undefined) [@elonmusk](/creator/undefined) [@revjeffvox](/creator/undefined) [@spiraloutone](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Iris Energy Limited (IREN)](/topic/$iren) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Metadium (META)](/topic/$meta) [Adobe, Inc. (ADBE)](/topic/$adbe) [Intel Corporation (INTC)](/topic/$intc) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Oracle Corporation (ORCL)](/topic/$orcl) [Duolingo, Inc. (DUOL)](/topic/$duol) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [RAI Finance (SOFI)](/topic/$sofi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Tesla, Inc. (TSLA)](/topic/tesla) [Advanced Micro Devices (AMD)](/topic/$amd) [CoreWeave, Inc (CRWV)](/topic/$crwv) [IBM (IBM)](/topic/ibm) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Nike Inc (NKE)](/topic/$nke) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Texas Instruments (TXN)](/topic/$txn) ### Top Social Posts Top posts by engagements in the last [--] hours "New Year's Day LIVESTREAM: [----] Stock Market Outlook https://x.com/i/broadcasts/1vAxRQBMnOvJl https://x.com/i/broadcasts/1vAxRQBMnOvJl" [X Link](https://x.com/InvestorVideos/status/2006833104657465678) 2026-01-01T21:01Z [----] followers, 16.1K engagements "$HIMS no moat & no product (no joke) $DUOL SaaS that u can vibe code $IREN PENNY STOCK $CRWV will need more $$$$$ $META Will rule AI slop $ORCL *beep beep* truck unlocks $UBER told you $ADBE patience $SOFI keep waiting $PYPL lmfao" [X Link](https://x.com/InvestorVideos/status/2020691948617802219) 2026-02-09T02:51Z [----] followers, 16.1K engagements "Gave $UBER bulls a warning this was coming over a year ago. The comments on that video arent aging well at all :( In the age of AI knowing all the finance [---] metrics - heres what really will matter: 👀 Forecasting Bonus: Counter trend trades because the Ai cant forecast" [X Link](https://x.com/InvestorVideos/status/2021673652279029993) 2026-02-11T19:52Z [----] followers, [----] engagements "Me in the comment section of my PayPal video $PYPL" [X Link](https://x.com/anyuser/status/1691532103375294464) 2023-08-15T19:27Z [----] followers, [----] engagements "Elon will take [--] of these please (Doosan gas turbine being used by xAI) @elonmusk" [X Link](https://x.com/InvestorVideos/status/2008643975377547371) 2026-01-06T20:56Z [----] followers, [----] engagements "Recommend $TXN to subscribers last month @ $178 The reasons this remains a strong play in [----] will become clear to most investors in about [--] months" [X Link](https://x.com/InvestorVideos/status/2016278718025777651) 2026-01-27T22:34Z [----] followers, [----] engagements "Shopping ads enter the chat $AMZN" [X Link](https://x.com/InvestorVideos/status/2016980354004111745) 2026-01-29T21:02Z [----] followers, 13.4K engagements "$HIMS rolled over $DUOL rolled over $SOFI rolled over $NBIS rolled over $IREN rolled over $META BACKED UP THE MF TRUCK" [X Link](https://x.com/InvestorVideos/status/2017302586228150787) 2026-01-30T18:23Z [----] followers, [----] engagements "Adobe has reached the line in the sand. BUYING Adobe Stock Now Is A MISTAKE But there's a clear BUYING ZONE coming. 📈 $ADBE just confirmed a new lower-low (that's not good) BUT $260 Level ($50 Lower) should be support https://t.co/JeZmGUsZwn BUYING Adobe Stock Now Is A MISTAKE But there's a clear BUYING ZONE coming. 📈 $ADBE just confirmed a new lower-low (that's not good) BUT $260 Level ($50 Lower) should be support https://t.co/JeZmGUsZwn" [X Link](https://x.com/InvestorVideos/status/2018731221715726750) 2026-02-03T17:00Z [----] followers, 16.5K engagements "@revjeffvox I agree per seat growth is going to be hard when competition and AI embeds the features. They would be wise to be buying the growth . somewhat like an IBM strategy" [X Link](https://x.com/InvestorVideos/status/2018789542057402774) 2026-02-03T20:51Z [----] followers, [---] engagements "@grok Of the [--] names I listed: $HIMS $DUOL $UBER $ADBE $PYPL Place one you think fits into each category and why: 1: Yolo Hodl 2: Buying the dip 3: Sell 4: [----] comeback story 5: 100% COOKED" [X Link](https://x.com/InvestorVideos/status/2018792496923615354) 2026-02-03T21:03Z [----] followers, [----] engagements "@Spiralout_one I own NBIS. I can afford to be wrong though" [X Link](https://x.com/InvestorVideos/status/2019441290069278933) 2026-02-05T16:01Z [----] followers, [---] engagements "@AgenticAsh @TheFinPitch $19B to MSFT over the length of that deal is basically pennies to them. If they clog compute while its supply constrained it guarantees compute flows to Azure" [X Link](https://x.com/InvestorVideos/status/2019451391064842681) 2026-02-05T16:41Z [----] followers, [--] engagements "@TraderzMoon @HyperTechInvest The neos with secured power are selling it at market rates. And that still requires a very expensive shell that is built and to spec. Google said - as clear as day - they can build datacenters to spec for cheaper. In fact they prefer doing that" [X Link](https://x.com/InvestorVideos/status/2019470828539105381) 2026-02-05T17:59Z [----] followers, [---] engagements "I smell bull shit here. This is like the super ugly dude saying Im doing to the dance I just havent found the girl who will say yes yet If you have the power and the ability to deliver the contracts would be signed" [X Link](https://x.com/InvestorVideos/status/2019579135488938338) 2026-02-06T01:09Z [----] followers, 11.2K engagements "Not good. $IREN says they have the power have the skilled labor but dont have a customer. This stock is so cooked" [X Link](https://x.com/InvestorVideos/status/2019579142614974860) 2026-02-06T01:09Z [----] followers, 10.7K engagements "lol no one is calling on $IREN to build software" [X Link](https://x.com/InvestorVideos/status/2019579150345158934) 2026-02-06T01:09Z [----] followers, 11.2K engagements "Question: whats future Capex look like Answer: (lol these guys know they are so cooked)" [X Link](https://x.com/InvestorVideos/status/2019579159874503070) 2026-02-06T01:09Z [----] followers, 10.2K engagements "@sidghai6348 I disagree. This is brand new technology there's only a handful of companies that need (and have the money) for these types of sites. It illustrates what the research has said about $IREN - they are a low quality/skill operator. So those are the "deals" they get" [X Link](https://x.com/InvestorVideos/status/2019605662863618310) 2026-02-06T02:54Z [----] followers, [---] engagements "@RemoteNavigator Thank you I would say their unwillingness to listen was the biggest clue this group was cooked" [X Link](https://x.com/InvestorVideos/status/2019606115164864562) 2026-02-06T02:56Z [----] followers, [----] engagements "@thehedonist1997 THANK YOU Yes. There's numerous. MSFT AMZN META AVGO On the software side I like database and cyber security" [X Link](https://x.com/InvestorVideos/status/2019606394690023440) 2026-02-06T02:57Z [----] followers, [---] engagements "@Stonefoxcapital @RemoteNavigator Were beyond ramp being priced in now. Execution is what investors need/want. Listen to those jokers on the call those are not A team CEOs. The cloud is going to chew these guys up and spit them out" [X Link](https://x.com/InvestorVideos/status/2019635313245843742) 2026-02-06T04:52Z [----] followers, [--] engagements "@TKMOONO @bvrrkin Thats an old frame to think in. In the age of AI you can ship the final product before you hold the brainstorming meeting. So CEOs that are still making moves like its [----] will get passed by" [X Link](https://x.com/InvestorVideos/status/2019641161154195704) 2026-02-06T05:15Z [----] followers, [---] engagements "@bvrrkin @TKMOONO You guys are like soldiers marching to the beats the CEO said on the call. No what would be better is if he signed all MW. Theres no good deals when youre a 3rd tier neo" [X Link](https://x.com/InvestorVideos/status/2019641457079148977) 2026-02-06T05:17Z [----] followers, [--] engagements "@mmeyers81 In a moment like this you need execution. Not hope" [X Link](https://x.com/InvestorVideos/status/2019641778627047618) 2026-02-06T05:18Z [----] followers, [----] engagements "@mmeyers81 Every in AI: we have so much demand we turn it away IREN Executive: we're negotiating these guys are losers" [X Link](https://x.com/InvestorVideos/status/2019659956572811477) 2026-02-06T06:30Z [----] followers, [---] engagements "@piecesofal_ Yes this is my view today. I think its still a bit too early to know how other SaaS works out but the data layer seems poised to capitalize on the AI shift. Cybersecurity also" [X Link](https://x.com/InvestorVideos/status/2020655479488455090) 2026-02-09T00:26Z [----] followers, [--] engagements "Hey @grok investors were super bullish on this app about these names: $HIMS $DUOL $UBER $ADBE and $PYPL but now the charts are cooked . what happened" [X Link](https://x.com/InvestorVideos/status/2018790954568990941) 2026-02-03T20:57Z [----] followers, 11K engagements "Posted this video a year ago. $UBER" [X Link](https://x.com/InvestorVideos/status/2019097679754850737) 2026-02-04T17:16Z [----] followers, [----] engagements "taiwan semiconductor rn" [X Link](https://x.com/InvestorVideos/status/2019565842686685487) 2026-02-06T00:16Z [----] followers, [----] engagements "$IREN Conference Call 🚩MASSIVE Red Flags 🚩 Negotiations when the datacenter market is red hot Pivot to air cooled word salad 🤮 when asked about Capex No contracts signed This is a penny stock by April" [X Link](https://x.com/InvestorVideos/status/2019579121647644711) 2026-02-06T01:09Z [----] followers, 99.2K engagements "This is why you keep waiting on stocks with loan books like $SOFI" [X Link](https://x.com/InvestorVideos/status/2021279103056248898) 2026-02-10T17:44Z [----] followers, [----] engagements "@billlycakes @cellsnterlinked my Tesla just drove [--] miles and I was on Claude the entire time" [X Link](https://x.com/InvestorVideos/status/2021753918418821167) 2026-02-12T01:11Z [----] followers, [--] engagements "@platformb Claude got me to use/open power point for the first time in [--] years. The excel plugin is quite well done too" [X Link](https://x.com/InvestorVideos/status/2021585643604762792) 2026-02-11T14:02Z [----] followers, [---] engagements "@errorcode0699 Sentiment was disrupted. Anyone can look at the financial. Even AI" [X Link](https://x.com/InvestorVideos/status/2021949043384209595) 2026-02-12T14:06Z [----] followers, [--] engagements "@billlycakes @cellsnterlinked Sentiment moves faster" [X Link](https://x.com/InvestorVideos/status/2021949439456542724) 2026-02-12T14:08Z [----] followers, [--] engagements "@billlycakes @cellsnterlinked Wrong scorecard for sentiment. Its not Tesla and one city. Its the entire group and about [--] cities. Thats all the industry really needs to scale" [X Link](https://x.com/InvestorVideos/status/2021954236431708533) 2026-02-12T14:27Z [----] followers, [--] engagements "@HansMokeNiemann I remember Danya's interview with you after a big online match you won. I did not know much about him but left there impressed with how classy he was. After that I enjoyed his videos and whenever he would commentate. Very sad day" [X Link](https://x.com/anyuser/status/1980461481541193849) 2025-10-21T02:29Z [----] followers, 32.1K engagements "Google on the neoclouds: $IREN $NBIS $WULF $CIFR don't actually create a ton of value. Once you realize this you can't unsee it" [X Link](https://x.com/InvestorVideos/status/2019235862048129121) 2026-02-05T02:25Z [----] followers, 27.3K engagements "@financewithjoe Companies dont report sentiment and I think in the ai era judging that will get the most alpha" [X Link](https://x.com/InvestorVideos/status/2021679353600581864) 2026-02-11T20:14Z [----] followers, [---] engagements "@financewithjoe My argument wasnt winner take all. Its dominant #1 sharing the road. Thats sentiment that wasnt priced in" [X Link](https://x.com/InvestorVideos/status/2021691069528981539) 2026-02-11T21:01Z [----] followers, [---] engagements "AI agents will create a resurgence of on-prem demand. Thats because theyll be your employees doing critical roles inside an org. Most will not want that data in the cloud. On prem LLM data + agents is going to be huge. IBM wins a ton of that business by default. Are investors finally beginning to connect the AI-risk dots at $IBM Particularly given its India-centric body shop model and recent software acquisitions. Still trading at a premium to the hyperscalers. Are investors finally beginning to connect the AI-risk dots at $IBM Particularly given its India-centric body shop model and recent" [X Link](https://x.com/InvestorVideos/status/2022103551955304690) 2026-02-13T00:20Z [----] followers, [----] engagements "🚨NOT GOOD🚨 $ANET saying they are going to be "more careful" working with crypto miners that converted to AI Neoclouds Suppliers not working with these companies is a bad sign. $IREN $WULF $CIFR" [X Link](https://x.com/InvestorVideos/status/2022333174894973220) 2026-02-13T15:32Z [----] followers, [----] engagements "IREN under quoted what its going to cost to build the MSFT supply. They have no expertise doing a high end data center to spec thats liquid cooled. A pivot to air cooled is commodity pricing - not something to brag about like the executives did. The CEO is relying on its investors not knowing the difference" [X Link](https://x.com/InvestorVideos/status/2022349157500133665) 2026-02-13T16:36Z [----] followers, [--] engagements "@rohitsh45179681 Thats true when its not 24/7 workload with local LLM and data" [X Link](https://x.com/InvestorVideos/status/2022375351675162937) 2026-02-13T18:20Z [----] followers, [--] engagements "@Stonefoxcapital Those contracts actually dont work well with memory prices surging construction and supply bottlenecks that have gotten worse since the deals were signed. If youre last in like ANET - do you commit sell to Meta or IREN The choice is easy" [X Link](https://x.com/InvestorVideos/status/2022393413287710873) 2026-02-13T19:32Z [----] followers, [--] engagements "@Stonefoxcapital Well they still have to prove they can deliver for their [--] customer. So if youre ANET do you have time to wait Nope" [X Link](https://x.com/InvestorVideos/status/2022401691312943594) 2026-02-13T20:05Z [----] followers, [--] engagements "life comes at you fast $INTC" [X Link](https://x.com/anyuser/status/1819529022243737756) 2024-08-03T00:21Z [----] followers, [----] engagements "Working on a report about $UBER TLDR: they are F**KED Merry Christmas 🎄 otherwise" [X Link](https://x.com/anyuser/status/1871956287329886213) 2024-12-25T16:28Z [----] followers, 14.9K engagements "If you listen to Oracles conference call and dont want to buy the stock you might need hearing aids.👂 $ORCL" [X Link](https://x.com/anyuser/status/1899517916833624179) 2025-03-11T17:48Z [----] followers, [----] engagements "Meta CapEx Update: $64-72 billion Previous guide: $60-65 billion People saying AI/CapEx is slowing are fucking morons" [X Link](https://x.com/anyuser/status/1917672481273557149) 2025-04-30T20:08Z [----] followers, [----] engagements "me as the robotics thesis around $AMZN starts to play out Meet Vulcan our first robot with a sense of touch. 🤖 🖐 This innovative system combines physical AI with novel hardware solutionslike computer vision tactile sensing and machine learningto reimagine how we complete orders for our customers. With the ability to pick and https://t.co/OIvGGi0ghJ Meet Vulcan our first robot with a sense of touch. 🤖 🖐 This innovative system combines physical AI with novel hardware solutionslike computer vision tactile sensing and machine learningto reimagine how we complete orders for our customers. With" [X Link](https://x.com/anyuser/status/1920229850150731940) 2025-05-07T21:30Z [----] followers, [----] engagements "Microsoft $MSFT shares hit $459 today" [X Link](https://x.com/anyuser/status/1924667973383684563) 2025-05-20T03:26Z [----] followers, [----] engagements "Shares of $AVGO close the call -3.4% Join the LIVESTREAM TONIGHT 6PM PST / 9PM EST Where I discuss AVGO (and probably some Trump x Elon drama too:) Link: https://youtube.com/live/g2IhPq35lPIfeature=share https://youtube.com/live/g2IhPq35lPIfeature=share" [X Link](https://x.com/InvestorVideos/status/1930745518373941700) 2025-06-05T21:56Z [----] followers, [----] engagements "Bam 💥 break below the channel If you are near or in retirement I feel for you. Seriously. But I do want to take a moment to thank the investor Gods sending $SPY into a bear market just when I hit my 40s this is what you dream of" [X Link](https://x.com/anyuser/status/1524825442523394049) 2022-05-12T18:54Z [----] followers, [--] engagements "Buying stocks in a bull market is easy Buying stocks in a bear market is hard Theres nothing easy about getting rich" [X Link](https://x.com/anyuser/status/1527003123088248832) 2022-05-18T19:08Z [----] followers, [--] engagements "ARKK Stocks Crypto Bonds FAANG Jobs --- We are here Housing ------------ The Bottom" [X Link](https://x.com/anyuser/status/1532731467154935808) 2022-06-03T14:30Z [----] followers, [--] engagements "For me $SNAP remains uninvestable - the financials are hot garbage. The weakness in $META $GOOGL is more interesting on the speculative ad side $PINS has always been my choice" [X Link](https://x.com/anyuser/status/1550230066151297025) 2022-07-21T21:23Z [----] followers, [--] engagements "Bought $GOOGL $MSFT $XLV $META at the close woooo" [X Link](https://x.com/anyuser/status/1565791063083651072) 2022-09-02T19:57Z [----] followers, [--] engagements "Thank you heads up to everyone. Ill never ask for money. I dont have channel memberships or any kind of paid service. My YT channel will have a check mark - unlikely I ever get that here - but just know I wont ever ask for money. @InvestorVideos Hey man. It looks like someone is trying to mimic your account to get money/etc on Twitter. Just got messaged by somone with a similar Twitter handle. @InvestorVideos Hey man. It looks like someone is trying to mimic your account to get money/etc on Twitter. Just got messaged by somone with a similar Twitter handle" [X Link](https://x.com/anyuser/status/1573141530516557825) 2022-09-23T02:45Z [----] followers, [--] engagements "Nike $NKE Earnings Today Revenue Est: $12.28B (+0.28% Growth) EPS Est: $0.92 (-20.27% Decline) Things To Watch: Inventory (was $8.4B) (that's high) Margins (45%+ would be good) China (-19% decline last Q) F/X Impact Video will come after 3PM PST" [X Link](https://x.com/anyuser/status/1575474547884597248) 2022-09-29T13:16Z [----] followers, [--] engagements "Taiwan Semiconductor $TSM Q4 Earnings Q4 Revenue: $19.93B (+26%) -990M Miss Q4 EPS: $1.82 ($0.05 Beat) Q4 Revenue was -1.5% Q/Q Q4 Gross Margins: 62.2% () Q4 Operating Margins: 52% [----] CapEx: $36.3B [----] Opp Cash Flow: $54B Stock +0.57% After-Hours Video to come soon" [X Link](https://x.com/anyuser/status/1613420018783621120) 2023-01-12T06:18Z [----] followers, [----] engagements "Intel $INTC Q1 Guidance $10.5-11.5B vs $14.02B consensus. 🤮🤮🤮🤮🤮🤮🤮🤮🤮 Shares -6% $NVDA -1.2% $AMD -2.1% Spicy video incoming" [X Link](https://x.com/anyuser/status/1618718756833996801) 2023-01-26T21:13Z [----] followers, [----] engagements "I've spent the last [--] mins of my life refreshing the $NVDA IR page waiting for earnings. Call is supposedly starting in [--] mins" [X Link](https://x.com/anyuser/status/1628510295143620608) 2023-02-22T21:41Z [----] followers, [----] engagements "Like I said on the Friday show. You and millions can lose your job and starve on inflation they largely misjudged. But the minuet the banks feel some ounce of pain and it's pivot time. BREAKING: Goldman Sachs $GS: In light of recent stress in the banking system we no longer expect the FOMC to deliver a rate hike at its March [--] meeting with considerable uncertainty about the path beyond March." BREAKING: Goldman Sachs $GS: In light of recent stress in the banking system we no longer expect the FOMC to deliver a rate hike at its March [--] meeting with considerable uncertainty about the path" [X Link](https://x.com/anyuser/status/1635124013692522496) 2023-03-13T03:41Z [----] followers, [----] engagements "Google $GOOG $GOOGL Earnings Revenue: 69.8B +3% Operating Income = $17.4B (down from 20B) Google Cloud Turned A Profit () Bought Back $14.6B Shares Shares +5%" [X Link](https://x.com/anyuser/status/1650955466414116864) 2023-04-25T20:10Z [----] followers, [----] engagements "If Amazon $AMZN and Google $GOOGL perform like the rest of the FAANG complex theyve got another 20-30% more to rise" [X Link](https://x.com/anyuser/status/1656677395615862784) 2023-05-11T15:07Z [----] followers, [----] engagements "Hoping the new office will be ready by the end of earnings season" [X Link](https://x.com/anyuser/status/1682147261869084672) 2023-07-20T21:55Z [----] followers, [----] engagements "Where's was Google $GOOG $GOOGL during one of the most memorable weeks in tech history #SamAltman #OpenAI" [X Link](https://x.com/anyuser/status/1727242238928019582) 2023-11-22T08:26Z [----] followers, [----] engagements "@TWlegion Putting was on point. Swing looked good. Walking surprisingly solid. Rusty competition wise. A few tournaments before April would be wise" [X Link](https://x.com/anyuser/status/1730385675697131523) 2023-12-01T00:37Z [----] followers, [----] engagements "Microsoft $MSFT closed below near 2-year uptrend support 🥶 The company reports earnings in [--] days" [X Link](https://x.com/anyuser/status/1816606254435065995) 2024-07-25T22:47Z [----] followers, [----] engagements "Microsoft $MSFT Q1 Guidance: Productivity and Business Processes: $20.3B - $20.6B Intelligent Cloud: $28.6B - $28.9B Personal Computing: $14.9B - $15.3B Revenue Guidance Totals: $63.8B - $64.8B Q1 Wall St Estimate: $65.45B FULL YEAR: Double Digit Revenue Growth CapEx Expected To Be HIGHER vs 2024" [X Link](https://x.com/anyuser/status/1818407396282446197) 2024-07-30T22:04Z [----] followers, [----] engagements "Semiconductor Stocks % off the 52-Week Highs: $SMCI -46% $AMD -42% $INTC -42% $DELL -40% $ARM -36% $QCOM -29% $NVDA -23% $ASML -20% $AVGO -20% $SMH -18% $SOXX -18% $TSM -18% $NXPI -17% 🪦" [X Link](https://x.com/anyuser/status/1819097702472315070) 2024-08-01T19:47Z [----] followers, [----] engagements "cant even log into @CharlesSchwab right now " [X Link](https://x.com/anyuser/status/1820454168290836742) 2024-08-05T13:37Z [----] followers, [----] engagements "In April I was being pressured to recommend Super Micro by my former employer since it fit a promo idea. Instead I posted a free video calling the company $150 trash. $SMCI is down over $300 since then. Tomorrow my NEW newsletter company launches" [X Link](https://x.com/anyuser/status/1828456561796358343) 2024-08-27T15:36Z [----] followers, [----] engagements "The stock was $750 when I posted this in April. $SMCI 🗑" [X Link](https://x.com/anyuser/status/1839322296579956825) 2024-09-26T15:13Z [----] followers, [----] engagements "Google $GOOG $GOOGL Earnings TODAY EPS Est: $1.90 (+20%) Revenue Est: $87B (+13%) Looking For: Google Cloud Growth/Profit YouTube Growth Management Speak On Antitrust Cases More Buyback $META Stock Reaction Video to follow results" [X Link](https://x.com/anyuser/status/1851324951980327176) 2024-10-29T18:07Z [----] followers, [----] engagements "Lets stop insulting each other and focus on the real garbage in this country $SMCI 🗑" [X Link](https://x.com/anyuser/status/1851644587665965283) 2024-10-30T15:17Z [----] followers, [----] engagements "🚨 BREAKING 🚨 Microsoft $MSFT Q2 Guidance: Productivity and Business Processes: $28.7B - $29B Intelligent Cloud: $25.55B - $25.85B Personal Computing: $13.85B - $14.25B Revenue Guidance Totals: $68.1B - $69.1B Q2 Wall St Estimate: $69.85B Shares now down 4%" [X Link](https://x.com/anyuser/status/1851747344817299788) 2024-10-30T22:05Z [----] followers, [----] engagements "5 months ago recommended buying Toast $TOST and its up 25% since then. The company reports earnings later this week. https://youtu.be/QX6GkFlCd8Q https://youtu.be/QX6GkFlCd8Q" [X Link](https://x.com/anyuser/status/1853832210501308903) 2024-11-05T16:10Z [----] followers, [----] engagements "Me logging into Seeking Alpha to talk crap on $SMCI and $HIMS" [X Link](https://x.com/anyuser/status/1857169031863976428) 2024-11-14T21:09Z [----] followers, 20.3K engagements "Here's what was said on Nvidia $NVDA Q3 Earnings Investor Conference Call Highlight Thread 🧵" [X Link](https://x.com/anyuser/status/1859357815271559284) 2024-11-20T22:07Z [----] followers, [----] engagements "🚨🚨 OFFICIAL 🚨🚨 Microsoft $MSFT is under investigation by the FTC This makes it the fifth Big Tech giant to face scrutiny in recent years. Whats at stake Cloud dominance AI ambitions and Microsofts security culture. Lets take a look. 🧵" [X Link](https://x.com/anyuser/status/1861908576794808476) 2024-11-27T23:02Z [----] followers, [----] engagements "When Nvidia $NVDA invest in a data center company - the valuation can skyrocket. Just look at Coreweave. This company was worth $7B a year ago. Now Its worth $23B Nvidia just invested in a PUBLICLY TRADED data center company. Read on for more" [X Link](https://x.com/anyuser/status/1864706495096709211) 2024-12-05T16:20Z [----] followers, [----] engagements "2+ Year uptrend being tested today by Nvidia $NVDA will it hold" [X Link](https://x.com/anyuser/status/1866137153090244895) 2024-12-09T15:05Z [----] followers, [----] engagements "🚨 BREAKING 🚨 Nvidia $NVDA 2+ Year Uptrend Broken Here's why Broadcom $AVGO Q4 earnings shocker delivers the first 'chink in the armor' for Nvidia 🧵" [X Link](https://x.com/anyuser/status/1868704275255509088) 2024-12-16T17:06Z [----] followers, [----] engagements "Palantir is still overvalued $PLTR Please post a bit more positive beautiful or informative content on this platform Please post a bit more positive beautiful or informative content on this platform" [X Link](https://x.com/anyuser/status/1873516563523145986) 2024-12-29T23:48Z [----] followers, [----] engagements "Microsoft $MSFT just announced $80B in data center spending in [----]. For context: 2024: $44B Q1 2025: $15B In other words . BIG $$$$$$$$ going to $NVDA" [X Link](https://x.com/anyuser/status/1875279508162670875) 2025-01-03T20:34Z [----] followers, [----] engagements "Just sat down with incoming Blink $BLNK Charging CEO Michael Battaglia @CES interview to be posted to the main channel shortly" [X Link](https://x.com/anyuser/status/1877105220016038333) 2025-01-08T21:28Z [----] followers, [----] engagements "Confused about DeepSeek Its actually old news. Social media algos control what to care about and when. Stay informed and your investment decisions around AI are easy Full Newsletter: http://equityempire.club http://equityempire.club" [X Link](https://x.com/anyuser/status/1884060451681796149) 2025-01-28T02:06Z [----] followers, [----] engagements "Microsoft $MSFT has committed $80B in data center spending this year. In [--] months theyve spent $30.7B. You dont need a calculator to know when a surge in orders will come. Equipment makes like $ASML will front run the surge. This isnt complicated" [X Link](https://x.com/anyuser/status/1884714806516867352) 2025-01-29T21:26Z [----] followers, [----] engagements "Microsoft $MSFT Q3 Guidance: Productivity & Business Processes: $29.4B - 29.7B Intelligent Cloud: $25.9B - $26.2B Personal Computing: $12.4 - 12.8B Revenue Guidance Totals: $67.7B - $68.7B Q3 Wall St Estimate: $69.8B Shares now down 5%" [X Link](https://x.com/anyuser/status/1884753903646068900) 2025-01-30T00:02Z [----] followers, [----] engagements "New Nike $NKE CEO said they would ditch the performance based ad for more brand ads like this. Company managed to cram about a dozen athletes musicians influencers into one ad. These ads usually show a payoff in about [--] months. Jordan Brand reimagined its iconic Banned Air Jordan commercial showing what it wouldve been like if they never paid Michael Jordans NBA finesand its 🔥🔥🔥 https://t.co/9eXmhjm0NR Jordan Brand reimagined its iconic Banned Air Jordan commercial showing what it wouldve been like if they never paid Michael Jordans NBA finesand its 🔥🔥🔥 https://t.co/9eXmhjm0NR" [X Link](https://x.com/anyuser/status/1886559846679634012) 2025-02-03T23:38Z [----] followers, 11.1K engagements "Shares of Broadcom $AVGO up sharply in the after hours after Google $GOOG $GOOGL announced $75B in data center spending for [----]. Thats roughly 50% higher than [----]. Broadcom is the supplier for TPUs inside Googles data centers" [X Link](https://x.com/anyuser/status/1886904477887946822) 2025-02-04T22:27Z [----] followers, [----] engagements "The number of people on this app who don't own a Tesla or have tried Full Self-Driving yet feel qualified to critique it is like someone without kids telling parents how to raise theirs. Seriously shut the fuck up. $TSLA" [X Link](https://x.com/anyuser/status/1887222508027584865) 2025-02-05T19:31Z [----] followers, [----] engagements "it was a good run $PLTR investors 🫡 Jim Cramer: I can't recommend GameStop $GME. you should buy Palantir $PLTR. Jim Cramer: I can't recommend GameStop $GME. you should buy Palantir $PLTR" [X Link](https://x.com/anyuser/status/1887554868606607597) 2025-02-06T17:32Z [----] followers, [----] engagements "who's buying" [X Link](https://x.com/anyuser/status/1896968286853849162) 2025-03-04T16:57Z [----] followers, [----] engagements "Your ability to remain calm in todays market will reveal if youve got what it takes to invest solo or if you should hand the reins to a pro" [X Link](https://x.com/anyuser/status/1899187820704755823) 2025-03-10T19:57Z [----] followers, [----] engagements "The chip sanctions are going to backfire on the USA and tech companies. This is why Nvidia $NVDA Oracle $ORCL and others are urging President Trump to change course. More details 👇" [X Link](https://x.com/anyuser/status/1904611360883040609) 2025-03-25T19:08Z [----] followers, [----] engagements "Wall Street: Semi stocks are in a bubble theres not enough demand. Reality: it's super fun seeing people love images in chatgpt. but our GPUs are melting. we are going to temporarily introduce some rate limits while we work on making it more efficient. hopefully won't be long chatgpt free tier will get [--] generations per day soon. it's super fun seeing people love images in chatgpt. but our GPUs are melting. we are going to temporarily introduce some rate limits while we work on making it more efficient. hopefully won't be long chatgpt free tier will get [--] generations per day soon" [X Link](https://x.com/anyuser/status/1905363930652049546) 2025-03-27T20:58Z [----] followers, [----] engagements "People sharing static image memes melts one of the worlds largest cluster of GPUs. Just wait until people start making videos with AI. Global demand for compute is a number close to infinity" [X Link](https://x.com/anyuser/status/1905368586841182649) 2025-03-27T21:17Z [----] followers, [----] engagements "Trump won't back down. EU & China will be left on an island. Who will blink first This weeks newsletter is out now http://colintedards.com http://colintedards.com" [X Link](https://x.com/anyuser/status/1909061890120249515) 2025-04-07T01:53Z [----] followers, [----] engagements "My newsletter is not the typical copy/paste/ai bullshit I see in the finpub/fintwit space. Most people arent prepared for that. http://colintedards.com http://colintedards.com" [X Link](https://x.com/anyuser/status/1909257806508970004) 2025-04-07T14:51Z [----] followers, [----] engagements "me listening to everyone talk about what trump should do rather than focus on what you can control" [X Link](https://x.com/anyuser/status/1909316853710963025) 2025-04-07T18:46Z [----] followers, [----] engagements "The retail investors mindset in [--] parts" [X Link](https://x.com/anyuser/status/1910034854428991535) 2025-04-09T18:19Z [----] followers, [----] engagements "When your [----] shares of $NVDA are up 3% in the premarket" [X Link](https://x.com/anyuser/status/1911592370656985344) 2025-04-14T01:28Z [----] followers, [----] engagements "I bought every one of those dips and my only regret was not buying more . Reminder. In [----] rallies were repeatedly sold off. Stop buying the dip lol https://t.co/rmpT9HgfwG Reminder. In [----] rallies were repeatedly sold off. Stop buying the dip lol https://t.co/rmpT9HgfwG" [X Link](https://x.com/anyuser/status/1914504422845243589) 2025-04-22T02:19Z [----] followers, [----] engagements "Google $GOOGL $GOOG $90.2B Revenue (vs $89.15B consensus) Dividend Increase +5% ($0.21/quarter) Cloud +28% () Cloud Crossed $2B in profit for 1st time Q1 CapEx $17.2B Q1 Share Buyback = $15B Shares +5%" [X Link](https://x.com/anyuser/status/1915498591818506557) 2025-04-24T20:10Z [----] followers, [----] engagements "🚨 Just Announced 🚨 Microsoft $MSFT Q4 Guidance: Productivity & Business Processes: $32.05 - $32.35B Intelligent Cloud: $28.75B - $29.05B Personal Computing: $12.35B - $12.85B Revenue Guidance Totals: $73.15B - $74.2B Q4 Wall St Estimate: $72.26B Shares now +9%" [X Link](https://x.com/anyuser/status/1917701198184079727) 2025-04-30T22:02Z [----] followers, [----] engagements "the time to buy was when guys like this were saying (checks notes) last month he might vote democrat because the stock market was down. In April we sent [--] buy recommendations to clients. Stock Market gonna be a movie tomorrow 🚀🚀🚀 Stock Market gonna be a movie tomorrow 🚀🚀🚀" [X Link](https://x.com/anyuser/status/1921641678110155206) 2025-05-11T19:00Z [----] followers, [----] engagements "Robotics is the only obvious trillion dollar opportunity in the stock market with zero incumbents" [X Link](https://x.com/anyuser/status/1922095095022538787) 2025-05-13T01:02Z [----] followers, [----] engagements "Buying $UBER or $LYFT stock is like buying a yellow cab medallion in [----]. Pretty amazing. Waymo surpasses Lyft and on track to pass Uber in next [--] months https://t.co/bBv0Gd960p Pretty amazing. Waymo surpasses Lyft and on track to pass Uber in next [--] months https://t.co/bBv0Gd960p" [X Link](https://x.com/anyuser/status/1929264242244383014) 2025-06-01T19:50Z [----] followers, [----] engagements "$HIMS is just a marketing company $NVO created a miracle drug $SOFI is a boring bank w/no dividend $UBER is dead money $LYFT too $AAPL will make a big acquisition soon $AVGO over $AMD $V and $MA will be fine $TSLA $500+ by December" [X Link](https://x.com/anyuser/status/1937243687496626685) 2025-06-23T20:17Z [----] followers, [----] engagements "Figma spends $300k/day on AWS. Meanwhile accounts on this app question the capex spend going into AI. Fucking morons" [X Link](https://x.com/anyuser/status/1940412821201895553) 2025-07-02T14:10Z [----] followers, [----] engagements "Google raised [----] Capex spend ConfIrms: [----] will be HIGHER HOLY SHIT YES $GOOG $GOOGL $NVDA $AVGO $META $MSFT $AMZN" [X Link](https://x.com/anyuser/status/1948126109859807333) 2025-07-23T21:00Z [----] followers, [----] engagements "Hyperscalers are out of compute and have to partner with other data centers just to meet current demand. $NBIS $MSFT" [X Link](https://x.com/anyuser/status/1965160101687550439) 2025-09-08T21:07Z [----] followers, [----] engagements "Thank you $AVGO is a $3T company - the market still under appreciates that once you start building custom silicon - you can't really turn back because you build the software stack along with it. @InvestorVideos I think Colin nailed it on $AVGO I remember he mentioned $AVGO will goes to $700 when it trades around $180 if I remember it correctly. Cheers Colin. I always have great respect for you @InvestorVideos I think Colin nailed it on $AVGO I remember he mentioned $AVGO will goes to $700 when it trades around $180 if I remember it correctly. Cheers Colin. I always have great respect for you" [X Link](https://x.com/anyuser/status/1965195951204909296) 2025-09-08T23:30Z [----] followers, [----] engagements "Posted this on my Substack. Applies to about 98% of the content you read on this app. Do yourself a favor set a [--] min limit on your phone for X. Thats all you need per day. Otherwise you read too much from guys who arent actually successful" [X Link](https://x.com/anyuser/status/1965775262915969361) 2025-09-10T13:51Z [----] followers, [----] engagements "Adobe $ADBE Performance: 6mo: -18% YTD: -20% 1yr: -39% 5yr: -25% Its cute seeing people slap ass and high five over a 3% pop AH. Im wondering how the CEO has a job" [X Link](https://x.com/anyuser/status/1966248398748799421) 2025-09-11T21:12Z [----] followers, [----] engagements "Pro tip: set a 5min time limit on X. Set a 2hr requirement to read company conference calls DAILY. In [--] year your bank account will be much larger. If you listen to Oracles conference call and dont want to buy the stock you might need hearing aids.👂 $ORCL If you listen to Oracles conference call and dont want to buy the stock you might need hearing aids.👂 $ORCL" [X Link](https://x.com/anyuser/status/1966272899976978738) 2025-09-11T22:49Z [----] followers, [----] engagements "I think I wrote this in a blog post recently - but I spend at least $10000 per year on conferences and subscriptions to stay on top of the semiconductor sector . so I better get the calls right lol $INTC soars 24% 🚀 on $NVDA plan to invest $5 billion in the company👀 Tech expert @InvestorVideos has been talking about the potential in $INTC shares all year long in videos like this 👇 https://t.co/XEWhEuz8zB Want more picks like these Click here👉 https://t.co/AIZZywKbQO $INTC soars 24% 🚀 on $NVDA plan to invest $5 billion in the company👀 Tech expert @InvestorVideos has been talking about" [X Link](https://x.com/anyuser/status/1968781143659946287) 2025-09-18T20:56Z [----] followers, [----] engagements "Leadership really matters. $INTC Sources say that Wei-Jen Lo former Senior Vice President of Corporate Strategy Development at TSMC has joined Intel. According to the sources this move is essentially equivalent to Intel poaching TSMCs N2 process know-how and expectations within Intel are said to be very Sources say that Wei-Jen Lo former Senior Vice President of Corporate Strategy Development at TSMC has joined Intel. According to the sources this move is essentially equivalent to Intel poaching TSMCs N2 process know-how and expectations within Intel are said to be very" [X Link](https://x.com/anyuser/status/1984824116051063209) 2025-11-02T03:25Z [----] followers, [----] engagements "🚨 Michael Burry does not want you to read this: From CoreWeave $CRWV Q3 conference call tonight: "In Q3 we saw our first 10000-plus H100 contract approaching expiration. Two quarters in advance the customer proactively recontracted for the infrastructure at a price within 5% of the original agreement." 🤦🏻He's cooked " [X Link](https://x.com/anyuser/status/1988069776837796300) 2025-11-11T02:22Z [----] followers, 209.2K engagements "☎ Michael Burry Doesnt Want You To Know This On Nebius $NBIS Q3 Earnings Call We sold out all of our available capacity. We continue to see a consistent trend. Every time we bring capacity online we sell all of it. How nervous is Burry right now" [X Link](https://x.com/anyuser/status/1988262799051514231) 2025-11-11T15:09Z [----] followers, 11.9K engagements "🚨 SoftBank Sells $NVDA 🚨 Bubble about to pop right Keep in mind: SoftBank held a 5% stake in Nvidia starting in [----] Sold it for $3.6B in [----] That would be worth $250B today. 🤯" [X Link](https://x.com/anyuser/status/1988289080426439061) 2025-11-11T16:53Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@InvestorVideos Colin Tedards
Colin Tedards posts on X about ai, $nvda, nvda, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -74%
- [--] Month [-------] -23%
- [--] Months [---------] -77%
- [--] Year [----------] -75%
Mentions: [--] #
- [--] Week [--] +43%
- [--] Month [--] +42%
- [--] Months [---] +190%
- [--] Year [---] +86%
Followers: [-----] #
- [--] Week [-----] +0.81%
- [--] Month [-----] +7.10%
- [--] Months [-----] +40%
- [--] Year [-----] +54%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 60% technology brands 48% finance 27.2% countries 4.8% automotive brands 3.2% celebrities 1.6% social networks 1.6% fashion brands 1.6% cryptocurrencies 1.6% financial services 0.8%
Social topic influence ai 12%, $nvda 10.4%, nvda 10.4%, in the 9.6%, $msft 9.6%, $googl 8.8%, meta 7.2%, microsoft 7.2%, googl 7.2%, company 7.2%
Top accounts mentioned or mentioned by @stonefoxcapital @billlycakes @remotenavigator @mmeyers81 @tkmoono @financewithjoe @bvrrkin @cellsnterlinked @grok @agenticash @traderzmoon @sidghai6348 @thehedonist1997 @errorcode0699 @rohitsh45179681 @eryu_r @artanisthegreat @elonmusk @revjeffvox @spiraloutone
Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Iris Energy Limited (IREN) Broadcom, Inc. (AVGO) Hims & Hers Health, Inc. (HIMS) Metadium (META) Adobe, Inc. (ADBE) Intel Corporation (INTC) Super Micro Computer, Inc. Common Stock (SMCI) Oracle Corporation (ORCL) Duolingo, Inc. (DUOL) PayPal Holdings Inc (PYPL) RAI Finance (SOFI) Amazon.com, Inc. (AMZN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Tesla, Inc. (TSLA) Advanced Micro Devices (AMD) CoreWeave, Inc (CRWV) IBM (IBM) Taiwan Semiconductor (TSM) TeraWulf Inc. (WULF) Cipher Mining Inc. Common Stock (CIFR) Nike Inc (NKE) Palantir Technologies Inc. (PLTR) Lyft, Inc. Class A Common Stock (LYFT) Texas Instruments (TXN)
Top Social Posts
Top posts by engagements in the last [--] hours
"New Year's Day LIVESTREAM: [----] Stock Market Outlook https://x.com/i/broadcasts/1vAxRQBMnOvJl https://x.com/i/broadcasts/1vAxRQBMnOvJl"
X Link 2026-01-01T21:01Z [----] followers, 16.1K engagements
"$HIMS no moat & no product (no joke) $DUOL SaaS that u can vibe code $IREN PENNY STOCK $CRWV will need more $$$$$ $META Will rule AI slop $ORCL beep beep truck unlocks $UBER told you $ADBE patience $SOFI keep waiting $PYPL lmfao"
X Link 2026-02-09T02:51Z [----] followers, 16.1K engagements
"Gave $UBER bulls a warning this was coming over a year ago. The comments on that video arent aging well at all :( In the age of AI knowing all the finance [---] metrics - heres what really will matter: 👀 Forecasting Bonus: Counter trend trades because the Ai cant forecast"
X Link 2026-02-11T19:52Z [----] followers, [----] engagements
"Me in the comment section of my PayPal video $PYPL"
X Link 2023-08-15T19:27Z [----] followers, [----] engagements
"Elon will take [--] of these please (Doosan gas turbine being used by xAI) @elonmusk"
X Link 2026-01-06T20:56Z [----] followers, [----] engagements
"Recommend $TXN to subscribers last month @ $178 The reasons this remains a strong play in [----] will become clear to most investors in about [--] months"
X Link 2026-01-27T22:34Z [----] followers, [----] engagements
"Shopping ads enter the chat $AMZN"
X Link 2026-01-29T21:02Z [----] followers, 13.4K engagements
"$HIMS rolled over $DUOL rolled over $SOFI rolled over $NBIS rolled over $IREN rolled over $META BACKED UP THE MF TRUCK"
X Link 2026-01-30T18:23Z [----] followers, [----] engagements
"Adobe has reached the line in the sand. BUYING Adobe Stock Now Is A MISTAKE But there's a clear BUYING ZONE coming. 📈 $ADBE just confirmed a new lower-low (that's not good) BUT $260 Level ($50 Lower) should be support https://t.co/JeZmGUsZwn BUYING Adobe Stock Now Is A MISTAKE But there's a clear BUYING ZONE coming. 📈 $ADBE just confirmed a new lower-low (that's not good) BUT $260 Level ($50 Lower) should be support https://t.co/JeZmGUsZwn"
X Link 2026-02-03T17:00Z [----] followers, 16.5K engagements
"@revjeffvox I agree per seat growth is going to be hard when competition and AI embeds the features. They would be wise to be buying the growth . somewhat like an IBM strategy"
X Link 2026-02-03T20:51Z [----] followers, [---] engagements
"@grok Of the [--] names I listed: $HIMS $DUOL $UBER $ADBE $PYPL Place one you think fits into each category and why: 1: Yolo Hodl 2: Buying the dip 3: Sell 4: [----] comeback story 5: 100% COOKED"
X Link 2026-02-03T21:03Z [----] followers, [----] engagements
"@Spiralout_one I own NBIS. I can afford to be wrong though"
X Link 2026-02-05T16:01Z [----] followers, [---] engagements
"@AgenticAsh @TheFinPitch $19B to MSFT over the length of that deal is basically pennies to them. If they clog compute while its supply constrained it guarantees compute flows to Azure"
X Link 2026-02-05T16:41Z [----] followers, [--] engagements
"@TraderzMoon @HyperTechInvest The neos with secured power are selling it at market rates. And that still requires a very expensive shell that is built and to spec. Google said - as clear as day - they can build datacenters to spec for cheaper. In fact they prefer doing that"
X Link 2026-02-05T17:59Z [----] followers, [---] engagements
"I smell bull shit here. This is like the super ugly dude saying Im doing to the dance I just havent found the girl who will say yes yet If you have the power and the ability to deliver the contracts would be signed"
X Link 2026-02-06T01:09Z [----] followers, 11.2K engagements
"Not good. $IREN says they have the power have the skilled labor but dont have a customer. This stock is so cooked"
X Link 2026-02-06T01:09Z [----] followers, 10.7K engagements
"lol no one is calling on $IREN to build software"
X Link 2026-02-06T01:09Z [----] followers, 11.2K engagements
"Question: whats future Capex look like Answer: (lol these guys know they are so cooked)"
X Link 2026-02-06T01:09Z [----] followers, 10.2K engagements
"@sidghai6348 I disagree. This is brand new technology there's only a handful of companies that need (and have the money) for these types of sites. It illustrates what the research has said about $IREN - they are a low quality/skill operator. So those are the "deals" they get"
X Link 2026-02-06T02:54Z [----] followers, [---] engagements
"@RemoteNavigator Thank you I would say their unwillingness to listen was the biggest clue this group was cooked"
X Link 2026-02-06T02:56Z [----] followers, [----] engagements
"@thehedonist1997 THANK YOU Yes. There's numerous. MSFT AMZN META AVGO On the software side I like database and cyber security"
X Link 2026-02-06T02:57Z [----] followers, [---] engagements
"@Stonefoxcapital @RemoteNavigator Were beyond ramp being priced in now. Execution is what investors need/want. Listen to those jokers on the call those are not A team CEOs. The cloud is going to chew these guys up and spit them out"
X Link 2026-02-06T04:52Z [----] followers, [--] engagements
"@TKMOONO @bvrrkin Thats an old frame to think in. In the age of AI you can ship the final product before you hold the brainstorming meeting. So CEOs that are still making moves like its [----] will get passed by"
X Link 2026-02-06T05:15Z [----] followers, [---] engagements
"@bvrrkin @TKMOONO You guys are like soldiers marching to the beats the CEO said on the call. No what would be better is if he signed all MW. Theres no good deals when youre a 3rd tier neo"
X Link 2026-02-06T05:17Z [----] followers, [--] engagements
"@mmeyers81 In a moment like this you need execution. Not hope"
X Link 2026-02-06T05:18Z [----] followers, [----] engagements
"@mmeyers81 Every in AI: we have so much demand we turn it away IREN Executive: we're negotiating these guys are losers"
X Link 2026-02-06T06:30Z [----] followers, [---] engagements
"@piecesofal_ Yes this is my view today. I think its still a bit too early to know how other SaaS works out but the data layer seems poised to capitalize on the AI shift. Cybersecurity also"
X Link 2026-02-09T00:26Z [----] followers, [--] engagements
"Hey @grok investors were super bullish on this app about these names: $HIMS $DUOL $UBER $ADBE and $PYPL but now the charts are cooked . what happened"
X Link 2026-02-03T20:57Z [----] followers, 11K engagements
"Posted this video a year ago. $UBER"
X Link 2026-02-04T17:16Z [----] followers, [----] engagements
"taiwan semiconductor rn"
X Link 2026-02-06T00:16Z [----] followers, [----] engagements
"$IREN Conference Call 🚩MASSIVE Red Flags 🚩 Negotiations when the datacenter market is red hot Pivot to air cooled word salad 🤮 when asked about Capex No contracts signed This is a penny stock by April"
X Link 2026-02-06T01:09Z [----] followers, 99.2K engagements
"This is why you keep waiting on stocks with loan books like $SOFI"
X Link 2026-02-10T17:44Z [----] followers, [----] engagements
"@billlycakes @cellsnterlinked my Tesla just drove [--] miles and I was on Claude the entire time"
X Link 2026-02-12T01:11Z [----] followers, [--] engagements
"@platformb Claude got me to use/open power point for the first time in [--] years. The excel plugin is quite well done too"
X Link 2026-02-11T14:02Z [----] followers, [---] engagements
"@errorcode0699 Sentiment was disrupted. Anyone can look at the financial. Even AI"
X Link 2026-02-12T14:06Z [----] followers, [--] engagements
"@billlycakes @cellsnterlinked Sentiment moves faster"
X Link 2026-02-12T14:08Z [----] followers, [--] engagements
"@billlycakes @cellsnterlinked Wrong scorecard for sentiment. Its not Tesla and one city. Its the entire group and about [--] cities. Thats all the industry really needs to scale"
X Link 2026-02-12T14:27Z [----] followers, [--] engagements
"@HansMokeNiemann I remember Danya's interview with you after a big online match you won. I did not know much about him but left there impressed with how classy he was. After that I enjoyed his videos and whenever he would commentate. Very sad day"
X Link 2025-10-21T02:29Z [----] followers, 32.1K engagements
"Google on the neoclouds: $IREN $NBIS $WULF $CIFR don't actually create a ton of value. Once you realize this you can't unsee it"
X Link 2026-02-05T02:25Z [----] followers, 27.3K engagements
"@financewithjoe Companies dont report sentiment and I think in the ai era judging that will get the most alpha"
X Link 2026-02-11T20:14Z [----] followers, [---] engagements
"@financewithjoe My argument wasnt winner take all. Its dominant #1 sharing the road. Thats sentiment that wasnt priced in"
X Link 2026-02-11T21:01Z [----] followers, [---] engagements
"AI agents will create a resurgence of on-prem demand. Thats because theyll be your employees doing critical roles inside an org. Most will not want that data in the cloud. On prem LLM data + agents is going to be huge. IBM wins a ton of that business by default. Are investors finally beginning to connect the AI-risk dots at $IBM Particularly given its India-centric body shop model and recent software acquisitions. Still trading at a premium to the hyperscalers. Are investors finally beginning to connect the AI-risk dots at $IBM Particularly given its India-centric body shop model and recent"
X Link 2026-02-13T00:20Z [----] followers, [----] engagements
"🚨NOT GOOD🚨 $ANET saying they are going to be "more careful" working with crypto miners that converted to AI Neoclouds Suppliers not working with these companies is a bad sign. $IREN $WULF $CIFR"
X Link 2026-02-13T15:32Z [----] followers, [----] engagements
"IREN under quoted what its going to cost to build the MSFT supply. They have no expertise doing a high end data center to spec thats liquid cooled. A pivot to air cooled is commodity pricing - not something to brag about like the executives did. The CEO is relying on its investors not knowing the difference"
X Link 2026-02-13T16:36Z [----] followers, [--] engagements
"@rohitsh45179681 Thats true when its not 24/7 workload with local LLM and data"
X Link 2026-02-13T18:20Z [----] followers, [--] engagements
"@Stonefoxcapital Those contracts actually dont work well with memory prices surging construction and supply bottlenecks that have gotten worse since the deals were signed. If youre last in like ANET - do you commit sell to Meta or IREN The choice is easy"
X Link 2026-02-13T19:32Z [----] followers, [--] engagements
"@Stonefoxcapital Well they still have to prove they can deliver for their [--] customer. So if youre ANET do you have time to wait Nope"
X Link 2026-02-13T20:05Z [----] followers, [--] engagements
"life comes at you fast $INTC"
X Link 2024-08-03T00:21Z [----] followers, [----] engagements
"Working on a report about $UBER TLDR: they are F**KED Merry Christmas 🎄 otherwise"
X Link 2024-12-25T16:28Z [----] followers, 14.9K engagements
"If you listen to Oracles conference call and dont want to buy the stock you might need hearing aids.👂 $ORCL"
X Link 2025-03-11T17:48Z [----] followers, [----] engagements
"Meta CapEx Update: $64-72 billion Previous guide: $60-65 billion People saying AI/CapEx is slowing are fucking morons"
X Link 2025-04-30T20:08Z [----] followers, [----] engagements
"me as the robotics thesis around $AMZN starts to play out Meet Vulcan our first robot with a sense of touch. 🤖 🖐 This innovative system combines physical AI with novel hardware solutionslike computer vision tactile sensing and machine learningto reimagine how we complete orders for our customers. With the ability to pick and https://t.co/OIvGGi0ghJ Meet Vulcan our first robot with a sense of touch. 🤖 🖐 This innovative system combines physical AI with novel hardware solutionslike computer vision tactile sensing and machine learningto reimagine how we complete orders for our customers. With"
X Link 2025-05-07T21:30Z [----] followers, [----] engagements
"Microsoft $MSFT shares hit $459 today"
X Link 2025-05-20T03:26Z [----] followers, [----] engagements
"Shares of $AVGO close the call -3.4% Join the LIVESTREAM TONIGHT 6PM PST / 9PM EST Where I discuss AVGO (and probably some Trump x Elon drama too:) Link: https://youtube.com/live/g2IhPq35lPIfeature=share https://youtube.com/live/g2IhPq35lPIfeature=share"
X Link 2025-06-05T21:56Z [----] followers, [----] engagements
"Bam 💥 break below the channel If you are near or in retirement I feel for you. Seriously. But I do want to take a moment to thank the investor Gods sending $SPY into a bear market just when I hit my 40s this is what you dream of"
X Link 2022-05-12T18:54Z [----] followers, [--] engagements
"Buying stocks in a bull market is easy Buying stocks in a bear market is hard Theres nothing easy about getting rich"
X Link 2022-05-18T19:08Z [----] followers, [--] engagements
"ARKK Stocks Crypto Bonds FAANG Jobs --- We are here Housing ------------ The Bottom"
X Link 2022-06-03T14:30Z [----] followers, [--] engagements
"For me $SNAP remains uninvestable - the financials are hot garbage. The weakness in $META $GOOGL is more interesting on the speculative ad side $PINS has always been my choice"
X Link 2022-07-21T21:23Z [----] followers, [--] engagements
"Bought $GOOGL $MSFT $XLV $META at the close woooo"
X Link 2022-09-02T19:57Z [----] followers, [--] engagements
"Thank you heads up to everyone. Ill never ask for money. I dont have channel memberships or any kind of paid service. My YT channel will have a check mark - unlikely I ever get that here - but just know I wont ever ask for money. @InvestorVideos Hey man. It looks like someone is trying to mimic your account to get money/etc on Twitter. Just got messaged by somone with a similar Twitter handle. @InvestorVideos Hey man. It looks like someone is trying to mimic your account to get money/etc on Twitter. Just got messaged by somone with a similar Twitter handle"
X Link 2022-09-23T02:45Z [----] followers, [--] engagements
"Nike $NKE Earnings Today Revenue Est: $12.28B (+0.28% Growth) EPS Est: $0.92 (-20.27% Decline) Things To Watch: Inventory (was $8.4B) (that's high) Margins (45%+ would be good) China (-19% decline last Q) F/X Impact Video will come after 3PM PST"
X Link 2022-09-29T13:16Z [----] followers, [--] engagements
"Taiwan Semiconductor $TSM Q4 Earnings Q4 Revenue: $19.93B (+26%) -990M Miss Q4 EPS: $1.82 ($0.05 Beat) Q4 Revenue was -1.5% Q/Q Q4 Gross Margins: 62.2% () Q4 Operating Margins: 52% [----] CapEx: $36.3B [----] Opp Cash Flow: $54B Stock +0.57% After-Hours Video to come soon"
X Link 2023-01-12T06:18Z [----] followers, [----] engagements
"Intel $INTC Q1 Guidance $10.5-11.5B vs $14.02B consensus. 🤮🤮🤮🤮🤮🤮🤮🤮🤮 Shares -6% $NVDA -1.2% $AMD -2.1% Spicy video incoming"
X Link 2023-01-26T21:13Z [----] followers, [----] engagements
"I've spent the last [--] mins of my life refreshing the $NVDA IR page waiting for earnings. Call is supposedly starting in [--] mins"
X Link 2023-02-22T21:41Z [----] followers, [----] engagements
"Like I said on the Friday show. You and millions can lose your job and starve on inflation they largely misjudged. But the minuet the banks feel some ounce of pain and it's pivot time. BREAKING: Goldman Sachs $GS: In light of recent stress in the banking system we no longer expect the FOMC to deliver a rate hike at its March [--] meeting with considerable uncertainty about the path beyond March." BREAKING: Goldman Sachs $GS: In light of recent stress in the banking system we no longer expect the FOMC to deliver a rate hike at its March [--] meeting with considerable uncertainty about the path"
X Link 2023-03-13T03:41Z [----] followers, [----] engagements
"Google $GOOG $GOOGL Earnings Revenue: 69.8B +3% Operating Income = $17.4B (down from 20B) Google Cloud Turned A Profit () Bought Back $14.6B Shares Shares +5%"
X Link 2023-04-25T20:10Z [----] followers, [----] engagements
"If Amazon $AMZN and Google $GOOGL perform like the rest of the FAANG complex theyve got another 20-30% more to rise"
X Link 2023-05-11T15:07Z [----] followers, [----] engagements
"Hoping the new office will be ready by the end of earnings season"
X Link 2023-07-20T21:55Z [----] followers, [----] engagements
"Where's was Google $GOOG $GOOGL during one of the most memorable weeks in tech history #SamAltman #OpenAI"
X Link 2023-11-22T08:26Z [----] followers, [----] engagements
"@TWlegion Putting was on point. Swing looked good. Walking surprisingly solid. Rusty competition wise. A few tournaments before April would be wise"
X Link 2023-12-01T00:37Z [----] followers, [----] engagements
"Microsoft $MSFT closed below near 2-year uptrend support 🥶 The company reports earnings in [--] days"
X Link 2024-07-25T22:47Z [----] followers, [----] engagements
"Microsoft $MSFT Q1 Guidance: Productivity and Business Processes: $20.3B - $20.6B Intelligent Cloud: $28.6B - $28.9B Personal Computing: $14.9B - $15.3B Revenue Guidance Totals: $63.8B - $64.8B Q1 Wall St Estimate: $65.45B FULL YEAR: Double Digit Revenue Growth CapEx Expected To Be HIGHER vs 2024"
X Link 2024-07-30T22:04Z [----] followers, [----] engagements
"Semiconductor Stocks % off the 52-Week Highs: $SMCI -46% $AMD -42% $INTC -42% $DELL -40% $ARM -36% $QCOM -29% $NVDA -23% $ASML -20% $AVGO -20% $SMH -18% $SOXX -18% $TSM -18% $NXPI -17% 🪦"
X Link 2024-08-01T19:47Z [----] followers, [----] engagements
"cant even log into @CharlesSchwab right now "
X Link 2024-08-05T13:37Z [----] followers, [----] engagements
"In April I was being pressured to recommend Super Micro by my former employer since it fit a promo idea. Instead I posted a free video calling the company $150 trash. $SMCI is down over $300 since then. Tomorrow my NEW newsletter company launches"
X Link 2024-08-27T15:36Z [----] followers, [----] engagements
"The stock was $750 when I posted this in April. $SMCI 🗑"
X Link 2024-09-26T15:13Z [----] followers, [----] engagements
"Google $GOOG $GOOGL Earnings TODAY EPS Est: $1.90 (+20%) Revenue Est: $87B (+13%) Looking For: Google Cloud Growth/Profit YouTube Growth Management Speak On Antitrust Cases More Buyback $META Stock Reaction Video to follow results"
X Link 2024-10-29T18:07Z [----] followers, [----] engagements
"Lets stop insulting each other and focus on the real garbage in this country $SMCI 🗑"
X Link 2024-10-30T15:17Z [----] followers, [----] engagements
"🚨 BREAKING 🚨 Microsoft $MSFT Q2 Guidance: Productivity and Business Processes: $28.7B - $29B Intelligent Cloud: $25.55B - $25.85B Personal Computing: $13.85B - $14.25B Revenue Guidance Totals: $68.1B - $69.1B Q2 Wall St Estimate: $69.85B Shares now down 4%"
X Link 2024-10-30T22:05Z [----] followers, [----] engagements
"5 months ago recommended buying Toast $TOST and its up 25% since then. The company reports earnings later this week. https://youtu.be/QX6GkFlCd8Q https://youtu.be/QX6GkFlCd8Q"
X Link 2024-11-05T16:10Z [----] followers, [----] engagements
"Me logging into Seeking Alpha to talk crap on $SMCI and $HIMS"
X Link 2024-11-14T21:09Z [----] followers, 20.3K engagements
"Here's what was said on Nvidia $NVDA Q3 Earnings Investor Conference Call Highlight Thread 🧵"
X Link 2024-11-20T22:07Z [----] followers, [----] engagements
"🚨🚨 OFFICIAL 🚨🚨 Microsoft $MSFT is under investigation by the FTC This makes it the fifth Big Tech giant to face scrutiny in recent years. Whats at stake Cloud dominance AI ambitions and Microsofts security culture. Lets take a look. 🧵"
X Link 2024-11-27T23:02Z [----] followers, [----] engagements
"When Nvidia $NVDA invest in a data center company - the valuation can skyrocket. Just look at Coreweave. This company was worth $7B a year ago. Now Its worth $23B Nvidia just invested in a PUBLICLY TRADED data center company. Read on for more"
X Link 2024-12-05T16:20Z [----] followers, [----] engagements
"2+ Year uptrend being tested today by Nvidia $NVDA will it hold"
X Link 2024-12-09T15:05Z [----] followers, [----] engagements
"🚨 BREAKING 🚨 Nvidia $NVDA 2+ Year Uptrend Broken Here's why Broadcom $AVGO Q4 earnings shocker delivers the first 'chink in the armor' for Nvidia 🧵"
X Link 2024-12-16T17:06Z [----] followers, [----] engagements
"Palantir is still overvalued $PLTR Please post a bit more positive beautiful or informative content on this platform Please post a bit more positive beautiful or informative content on this platform"
X Link 2024-12-29T23:48Z [----] followers, [----] engagements
"Microsoft $MSFT just announced $80B in data center spending in [----]. For context: 2024: $44B Q1 2025: $15B In other words . BIG $$$$$$$$ going to $NVDA"
X Link 2025-01-03T20:34Z [----] followers, [----] engagements
"Just sat down with incoming Blink $BLNK Charging CEO Michael Battaglia @CES interview to be posted to the main channel shortly"
X Link 2025-01-08T21:28Z [----] followers, [----] engagements
"Confused about DeepSeek Its actually old news. Social media algos control what to care about and when. Stay informed and your investment decisions around AI are easy Full Newsletter: http://equityempire.club http://equityempire.club"
X Link 2025-01-28T02:06Z [----] followers, [----] engagements
"Microsoft $MSFT has committed $80B in data center spending this year. In [--] months theyve spent $30.7B. You dont need a calculator to know when a surge in orders will come. Equipment makes like $ASML will front run the surge. This isnt complicated"
X Link 2025-01-29T21:26Z [----] followers, [----] engagements
"Microsoft $MSFT Q3 Guidance: Productivity & Business Processes: $29.4B - 29.7B Intelligent Cloud: $25.9B - $26.2B Personal Computing: $12.4 - 12.8B Revenue Guidance Totals: $67.7B - $68.7B Q3 Wall St Estimate: $69.8B Shares now down 5%"
X Link 2025-01-30T00:02Z [----] followers, [----] engagements
"New Nike $NKE CEO said they would ditch the performance based ad for more brand ads like this. Company managed to cram about a dozen athletes musicians influencers into one ad. These ads usually show a payoff in about [--] months. Jordan Brand reimagined its iconic Banned Air Jordan commercial showing what it wouldve been like if they never paid Michael Jordans NBA finesand its 🔥🔥🔥 https://t.co/9eXmhjm0NR Jordan Brand reimagined its iconic Banned Air Jordan commercial showing what it wouldve been like if they never paid Michael Jordans NBA finesand its 🔥🔥🔥 https://t.co/9eXmhjm0NR"
X Link 2025-02-03T23:38Z [----] followers, 11.1K engagements
"Shares of Broadcom $AVGO up sharply in the after hours after Google $GOOG $GOOGL announced $75B in data center spending for [----]. Thats roughly 50% higher than [----]. Broadcom is the supplier for TPUs inside Googles data centers"
X Link 2025-02-04T22:27Z [----] followers, [----] engagements
"The number of people on this app who don't own a Tesla or have tried Full Self-Driving yet feel qualified to critique it is like someone without kids telling parents how to raise theirs. Seriously shut the fuck up. $TSLA"
X Link 2025-02-05T19:31Z [----] followers, [----] engagements
"it was a good run $PLTR investors 🫡 Jim Cramer: I can't recommend GameStop $GME. you should buy Palantir $PLTR. Jim Cramer: I can't recommend GameStop $GME. you should buy Palantir $PLTR"
X Link 2025-02-06T17:32Z [----] followers, [----] engagements
"who's buying"
X Link 2025-03-04T16:57Z [----] followers, [----] engagements
"Your ability to remain calm in todays market will reveal if youve got what it takes to invest solo or if you should hand the reins to a pro"
X Link 2025-03-10T19:57Z [----] followers, [----] engagements
"The chip sanctions are going to backfire on the USA and tech companies. This is why Nvidia $NVDA Oracle $ORCL and others are urging President Trump to change course. More details 👇"
X Link 2025-03-25T19:08Z [----] followers, [----] engagements
"Wall Street: Semi stocks are in a bubble theres not enough demand. Reality: it's super fun seeing people love images in chatgpt. but our GPUs are melting. we are going to temporarily introduce some rate limits while we work on making it more efficient. hopefully won't be long chatgpt free tier will get [--] generations per day soon. it's super fun seeing people love images in chatgpt. but our GPUs are melting. we are going to temporarily introduce some rate limits while we work on making it more efficient. hopefully won't be long chatgpt free tier will get [--] generations per day soon"
X Link 2025-03-27T20:58Z [----] followers, [----] engagements
"People sharing static image memes melts one of the worlds largest cluster of GPUs. Just wait until people start making videos with AI. Global demand for compute is a number close to infinity"
X Link 2025-03-27T21:17Z [----] followers, [----] engagements
"Trump won't back down. EU & China will be left on an island. Who will blink first This weeks newsletter is out now http://colintedards.com http://colintedards.com"
X Link 2025-04-07T01:53Z [----] followers, [----] engagements
"My newsletter is not the typical copy/paste/ai bullshit I see in the finpub/fintwit space. Most people arent prepared for that. http://colintedards.com http://colintedards.com"
X Link 2025-04-07T14:51Z [----] followers, [----] engagements
"me listening to everyone talk about what trump should do rather than focus on what you can control"
X Link 2025-04-07T18:46Z [----] followers, [----] engagements
"The retail investors mindset in [--] parts"
X Link 2025-04-09T18:19Z [----] followers, [----] engagements
"When your [----] shares of $NVDA are up 3% in the premarket"
X Link 2025-04-14T01:28Z [----] followers, [----] engagements
"I bought every one of those dips and my only regret was not buying more . Reminder. In [----] rallies were repeatedly sold off. Stop buying the dip lol https://t.co/rmpT9HgfwG Reminder. In [----] rallies were repeatedly sold off. Stop buying the dip lol https://t.co/rmpT9HgfwG"
X Link 2025-04-22T02:19Z [----] followers, [----] engagements
"Google $GOOGL $GOOG $90.2B Revenue (vs $89.15B consensus) Dividend Increase +5% ($0.21/quarter) Cloud +28% () Cloud Crossed $2B in profit for 1st time Q1 CapEx $17.2B Q1 Share Buyback = $15B Shares +5%"
X Link 2025-04-24T20:10Z [----] followers, [----] engagements
"🚨 Just Announced 🚨 Microsoft $MSFT Q4 Guidance: Productivity & Business Processes: $32.05 - $32.35B Intelligent Cloud: $28.75B - $29.05B Personal Computing: $12.35B - $12.85B Revenue Guidance Totals: $73.15B - $74.2B Q4 Wall St Estimate: $72.26B Shares now +9%"
X Link 2025-04-30T22:02Z [----] followers, [----] engagements
"the time to buy was when guys like this were saying (checks notes) last month he might vote democrat because the stock market was down. In April we sent [--] buy recommendations to clients. Stock Market gonna be a movie tomorrow 🚀🚀🚀 Stock Market gonna be a movie tomorrow 🚀🚀🚀"
X Link 2025-05-11T19:00Z [----] followers, [----] engagements
"Robotics is the only obvious trillion dollar opportunity in the stock market with zero incumbents"
X Link 2025-05-13T01:02Z [----] followers, [----] engagements
"Buying $UBER or $LYFT stock is like buying a yellow cab medallion in [----]. Pretty amazing. Waymo surpasses Lyft and on track to pass Uber in next [--] months https://t.co/bBv0Gd960p Pretty amazing. Waymo surpasses Lyft and on track to pass Uber in next [--] months https://t.co/bBv0Gd960p"
X Link 2025-06-01T19:50Z [----] followers, [----] engagements
"$HIMS is just a marketing company $NVO created a miracle drug $SOFI is a boring bank w/no dividend $UBER is dead money $LYFT too $AAPL will make a big acquisition soon $AVGO over $AMD $V and $MA will be fine $TSLA $500+ by December"
X Link 2025-06-23T20:17Z [----] followers, [----] engagements
"Figma spends $300k/day on AWS. Meanwhile accounts on this app question the capex spend going into AI. Fucking morons"
X Link 2025-07-02T14:10Z [----] followers, [----] engagements
"Google raised [----] Capex spend ConfIrms: [----] will be HIGHER HOLY SHIT YES $GOOG $GOOGL $NVDA $AVGO $META $MSFT $AMZN"
X Link 2025-07-23T21:00Z [----] followers, [----] engagements
"Hyperscalers are out of compute and have to partner with other data centers just to meet current demand. $NBIS $MSFT"
X Link 2025-09-08T21:07Z [----] followers, [----] engagements
"Thank you $AVGO is a $3T company - the market still under appreciates that once you start building custom silicon - you can't really turn back because you build the software stack along with it. @InvestorVideos I think Colin nailed it on $AVGO I remember he mentioned $AVGO will goes to $700 when it trades around $180 if I remember it correctly. Cheers Colin. I always have great respect for you @InvestorVideos I think Colin nailed it on $AVGO I remember he mentioned $AVGO will goes to $700 when it trades around $180 if I remember it correctly. Cheers Colin. I always have great respect for you"
X Link 2025-09-08T23:30Z [----] followers, [----] engagements
"Posted this on my Substack. Applies to about 98% of the content you read on this app. Do yourself a favor set a [--] min limit on your phone for X. Thats all you need per day. Otherwise you read too much from guys who arent actually successful"
X Link 2025-09-10T13:51Z [----] followers, [----] engagements
"Adobe $ADBE Performance: 6mo: -18% YTD: -20% 1yr: -39% 5yr: -25% Its cute seeing people slap ass and high five over a 3% pop AH. Im wondering how the CEO has a job"
X Link 2025-09-11T21:12Z [----] followers, [----] engagements
"Pro tip: set a 5min time limit on X. Set a 2hr requirement to read company conference calls DAILY. In [--] year your bank account will be much larger. If you listen to Oracles conference call and dont want to buy the stock you might need hearing aids.👂 $ORCL If you listen to Oracles conference call and dont want to buy the stock you might need hearing aids.👂 $ORCL"
X Link 2025-09-11T22:49Z [----] followers, [----] engagements
"I think I wrote this in a blog post recently - but I spend at least $10000 per year on conferences and subscriptions to stay on top of the semiconductor sector . so I better get the calls right lol $INTC soars 24% 🚀 on $NVDA plan to invest $5 billion in the company👀 Tech expert @InvestorVideos has been talking about the potential in $INTC shares all year long in videos like this 👇 https://t.co/XEWhEuz8zB Want more picks like these Click here👉 https://t.co/AIZZywKbQO $INTC soars 24% 🚀 on $NVDA plan to invest $5 billion in the company👀 Tech expert @InvestorVideos has been talking about"
X Link 2025-09-18T20:56Z [----] followers, [----] engagements
"Leadership really matters. $INTC Sources say that Wei-Jen Lo former Senior Vice President of Corporate Strategy Development at TSMC has joined Intel. According to the sources this move is essentially equivalent to Intel poaching TSMCs N2 process know-how and expectations within Intel are said to be very Sources say that Wei-Jen Lo former Senior Vice President of Corporate Strategy Development at TSMC has joined Intel. According to the sources this move is essentially equivalent to Intel poaching TSMCs N2 process know-how and expectations within Intel are said to be very"
X Link 2025-11-02T03:25Z [----] followers, [----] engagements
"🚨 Michael Burry does not want you to read this: From CoreWeave $CRWV Q3 conference call tonight: "In Q3 we saw our first 10000-plus H100 contract approaching expiration. Two quarters in advance the customer proactively recontracted for the infrastructure at a price within 5% of the original agreement." 🤦🏻He's cooked "
X Link 2025-11-11T02:22Z [----] followers, 209.2K engagements
"☎ Michael Burry Doesnt Want You To Know This On Nebius $NBIS Q3 Earnings Call We sold out all of our available capacity. We continue to see a consistent trend. Every time we bring capacity online we sell all of it. How nervous is Burry right now"
X Link 2025-11-11T15:09Z [----] followers, 11.9K engagements
"🚨 SoftBank Sells $NVDA 🚨 Bubble about to pop right Keep in mind: SoftBank held a 5% stake in Nvidia starting in [----] Sold it for $3.6B in [----] That would be worth $250B today. 🤯"
X Link 2025-11-11T16:53Z [----] followers, [----] engagements
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