# ![@Kalispellbaycap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1299456248543207424.png) @Kalispellbaycap Kalispell Capital

Kalispell Capital posts on X about ai, $tsem, $be, $net the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1299456248543207424/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1299456248543207424/c:line/m:interactions.svg)

- [--] Week [-----] +1,148%
- [--] Month [------] +12%
- [--] Months [------] +163%
- [--] Year [------] +54%

### Mentions: [--] [#](/creator/twitter::1299456248543207424/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1299456248543207424/c:line/m:posts_active.svg)

- [--] Month [--] -63%
- [--] Months [--] +15%
- [--] Year [---] +33%

### Followers: [---] [#](/creator/twitter::1299456248543207424/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1299456248543207424/c:line/m:followers.svg)

- [--] Week [---] +1.80%
- [--] Month [---] +5.80%
- [--] Months [---] +25%
- [--] Year [---] +78%

### CreatorRank: [---------] [#](/creator/twitter::1299456248543207424/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1299456248543207424/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  56% [technology brands](/list/technology-brands)  24% [finance](/list/finance)  20% [automotive brands](/list/automotive-brands)  4% [cryptocurrencies](/list/cryptocurrencies)  4% [luxury brands](/list/luxury-brands)  3% [social networks](/list/social-networks)  2% [fashion brands](/list/fashion-brands)  2% [countries](/list/countries)  2% [exchanges](/list/exchanges)  1%

**Social topic influence**
[ai](/topic/ai) 13%, [$tsem](/topic/$tsem) 8%, [$be](/topic/$be) 8%, [$net](/topic/$net) 7%, [future](/topic/future) 6%, [$shop](/topic/$shop) 5%, [$tpr](/topic/$tpr) 4%, [$mksi](/topic/$mksi) 4%, [if you](/topic/if-you) 4%, [up to](/topic/up-to) 4%

**Top accounts mentioned or mentioned by**
[@waterworldcapi1](/creator/undefined) [@contrariancurse](/creator/undefined) [@pythiar](/creator/undefined) [@tbu12345678](/creator/undefined) [@insaneanalyst](/creator/undefined) [@chriscamillo](/creator/undefined) [@zephyrz9](/creator/undefined) [@buccocapital](/creator/undefined) [@institlpgp](/creator/undefined) [@fabknowledge](/creator/undefined) [@benbajarin](/creator/undefined) [@reddogcapital](/creator/undefined) [@310value](/creator/undefined) [@easyinvest1ng](/creator/undefined) [@jianshudong](/creator/undefined) [@kairospraxis](/creator/undefined) [@nocapcap](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@unfoldedbeagle](/creator/undefined) [@premarks](/creator/undefined)

**Top assets mentioned**
[Tower Semiconductor Ltd (TSEM)](/topic/$tsem) [Bloom Energy Corporation (BE)](/topic/$be) [Cloudflare, Inc. (NET)](/topic/$net) [Shopify Inc (SHOP)](/topic/$shop) [Tapestry, Inc. (TPR)](/topic/$tpr) [MKS Instruments Inc (MKSI)](/topic/$mksi) [Best Buy Co Inc (BBY)](/topic/$bby) [SpaceN (SN)](/topic/$sn) [Apple, Inc. (AAPL)](/topic/$aapl) [Camtek Ltd (CAMT)](/topic/$camt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Carpenter Technology Corp (CRS)](/topic/$crs) [Micron Technology, Inc. (MU)](/topic/$mu) [Intel Corporation (INTC)](/topic/$intc) [KLA Corp (KLAC)](/topic/$klac) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GlobalFoundries (GFS)](/topic/$gfs) [Spacemesh (SMH)](/topic/$smh) [Microsoft Corp. (MSFT)](/topic/$msft) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [GE Vernova Inc. (GEV)](/topic/$gev) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Life Time Group Holdings, Inc. (LTH)](/topic/$lth) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Onto Innovation Inc. (ONTO)](/topic/$onto) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Brookfield Corporation (BN)](/topic/$bn) [TAC Protocol (TAC)](/topic/$tac) [Quanta Services Inc (PWR)](/topic/$pwr) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Costco Wholesale Corporation (COST)](/topic/costco) [Ralph Lauren Corp (RL)](/topic/$rl) [Honeywell International Inc (HON)](/topic/honeywell) [Chemed Corporation (CHE)](/topic/$che) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Coherent Inc (COHR)](/topic/$cohr) [Kontoor Brands, Inc. Common Stock (KTB)](/topic/$ktb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Wow Claude already calling out sell-side. Pretty good write up for first try $TSEM @insane_analyst"  
[X Link](https://x.com/Kalispellbaycap/status/2022438206193701160)  2026-02-13T22:30Z [---] followers, [---] engagements


"@PythiaR When do I overweight $WCN"  
[X Link](https://x.com/Kalispellbaycap/status/1998131578187497529)  2025-12-08T20:44Z [---] followers, [----] engagements


"@red_dog_capital @310Value has a good pulse on it. Know their management team is great and have been steadily buying back shares"  
[X Link](https://x.com/Kalispellbaycap/status/1998811339247300865)  2025-12-10T17:45Z [---] followers, [---] engagements


"Around the holidays always good to see what people are actually buying. Have my sources but these names tend to pop up a lot in Christmas lists. $TPR $PRDSY"  
[X Link](https://x.com/Kalispellbaycap/status/2002943935472439559)  2025-12-22T03:27Z [---] followers, [---] engagements


"To keep myself honest I have a should do well list for [----]. Very tough to time market but if I had to. Will check back in a year. $BE $TWST $TMO $MKSI $TSEM $LRCX $LTH $EMBJ"  
[X Link](https://x.com/Kalispellbaycap/status/2009158437247308288)  2026-01-08T07:01Z [---] followers, [----] engagements


"@WaterworldCapi1 $MKSI $SN ;)"  
[X Link](https://x.com/Kalispellbaycap/status/2011130545632395611)  2026-01-13T17:37Z [---] followers, [---] engagements


"$TPR traded this one last year and was a homerun. Updating the data and looks like theres still some meat left on this one"  
[X Link](https://x.com/Kalispellbaycap/status/2014530458240090267)  2026-01-23T02:47Z [---] followers, [---] engagements


"Recent sell off of saas has made $NET more interesting. Still at a lofty valuation but should see a huge acceleration underway with all this. Do like aapl as well but not as exciting. Lately Ive been building a thesis I call the Apple Bull theory. Vibe coding will boost Apples revenue even further. By lowering the barrier to entry for programming vibe coding will lead to more apps being submitted to the App Store which in turn will generate more App https://t.co/nHKl6Ipf6A Lately Ive been building a thesis I call the Apple Bull theory. Vibe coding will boost Apples revenue even further. By"  
[X Link](https://x.com/Kalispellbaycap/status/2020367042533294438)  2026-02-08T05:20Z [---] followers, [---] engagements


"@ChrisCamillo @EasyInvest1ng Cloudflare and Apple / AMD"  
[X Link](https://x.com/Kalispellbaycap/status/2021071880690729148)  2026-02-10T04:01Z [---] followers, [---] engagements


"Amazing quarter Who saw this coming $NET Recent sell off of saas has made $NET more interesting. Still at a lofty valuation but should see a huge acceleration underway with all this. Do like aapl as well but not as exciting. Recent sell off of saas has made $NET more interesting. Still at a lofty valuation but should see a huge acceleration underway with all this. Do like aapl as well but not as exciting"  
[X Link](https://x.com/Kalispellbaycap/status/2021372334188470743)  2026-02-10T23:54Z [---] followers, [---] engagements


"Singularity as Ive come to terms with isnt the end all be all of most careers. Its a way benefit to most if you adapt now to learning how to use it effectively. As typing/excel was the main skill used in the computer boom organization effective communication/ efficient thinking will be the skill of the AI boom. As we move farther out it gets more grim but right now is best time to get reps. https://twitter.com/i/web/status/2021447536649908232 https://twitter.com/i/web/status/2021447536649908232"  
[X Link](https://x.com/Kalispellbaycap/status/2021447536649908232)  2026-02-11T04:53Z [---] followers, [---] engagements


"Hey Ben recent thought for a segment in the next episode I think a lot of people would like to hear your and Jays thoughts on singularity and how you feel about the future. If all this spending/ building takes shape we will be working with some models close to AGI. Is this worrying https://twitter.com/i/web/status/2021449220528697527 https://twitter.com/i/web/status/2021449220528697527"  
[X Link](https://x.com/Kalispellbaycap/status/2021449220528697527)  2026-02-11T05:00Z [---] followers, [---] engagements


"Do you like accounting or do you like to make money everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is making [---] million a year grwoing 70% trading at [--] billion. going forward Reddit numbers look much better everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is making [---] million a year grwoing 70% trading at [--] billion. going forward Reddit numbers look much"  
[X Link](https://x.com/Kalispellbaycap/status/2021478509324255739)  2026-02-11T06:56Z [---] followers, [---] engagements


"With demand so high it was inevitable. $CAMT $ONTO $AMKR Dramatic turn in TSMC expansion plans: Nvidia Google AI chip orders mean TSMC will greatly expand production of CoWoS advanced packaging the bottleneck in GPU TPU production media report adding TSMCs CoWoS capacity will exceed [------] wafers-per-month (wpm) by end [----] Dramatic turn in TSMC expansion plans: Nvidia Google AI chip orders mean TSMC will greatly expand production of CoWoS advanced packaging the bottleneck in GPU TPU production media report adding TSMCs CoWoS capacity will exceed [------] wafers-per-month (wpm) by end 2026"  
[X Link](https://x.com/Kalispellbaycap/status/2016662094293397629)  2026-01-28T23:58Z [---] followers, [---] engagements


"potentially AWS gets less revenue when startups/software who use it lose revenue to LLMs although should be balanced in a way with anthropic/OAI. Can't think of how logitsics/retail business doesnt continue to grow/margin expands with robotics. Only reason would be jobs losses to Ai will put a dent in economy https://twitter.com/i/web/status/2022381911705030691 https://twitter.com/i/web/status/2022381911705030691"  
[X Link](https://x.com/Kalispellbaycap/status/2022381911705030691)  2026-02-13T18:46Z [---] followers, [--] engagements


"@ContrarianCurse yep whats the o/u of one of them buying their own copper mine"  
[X Link](https://x.com/Kalispellbaycap/status/2022486747079414058)  2026-02-14T01:43Z [---] followers, [---] engagements


"For the non accelerated compute audience its goes NVDA Tpus amd trainium If Anthropic prioritizes Google infra over AWS its very telling on AWS AI infra and AWS AI strategy is cooked without Anthropic. If Anthropic prioritizes Google infra over AWS its very telling on AWS AI infra and AWS AI strategy is cooked without Anthropic"  
[X Link](https://x.com/Kalispellbaycap/status/1980771313779372162)  2025-10-21T23:00Z [---] followers, [---] engagements


"Of all the earnings Id say $TSLA earnings matter the least today as well as valuation. Will revisit back here in 2030"  
[X Link](https://x.com/Kalispellbaycap/status/1981130081272766902)  2025-10-22T22:46Z [---] followers, [---] engagements


"@WaterworldCapi1 closest brand that was $TPR last year during this time. wont see as big of a runup but a rerate on miu miu acceleration should lift it into year end"  
[X Link](https://x.com/Kalispellbaycap/status/1982869355223494703)  2025-10-27T17:57Z [---] followers, [---] engagements


"Holy Bloom During earnings call announced that $ORCL $BN $AMZN $CRWV are all using their fuel cells. It is the clear Leader in onsite behind the meter power solution and now powering Rubin and Blackwell DCs with 800v direct supply with minimal noise.oh and btw standing up fuel cells in under [--] days🤯 $BE s/o @ContrarianCurse for the nod on this one"  
[X Link](https://x.com/Kalispellbaycap/status/1983336912300724428)  2025-10-29T00:55Z [---] followers, [---] engagements


"@zephyr_z9 $BE $TAC $PWR"  
[X Link](https://x.com/Kalispellbaycap/status/1983689525479272703)  2025-10-30T00:16Z [---] followers, [---] engagements


"Great analysis of Blooms huge opportunity in the coming years. cc @jianshu_dong $BE"  
[X Link](https://x.com/Kalispellbaycap/status/1984122398837502347)  2025-10-31T04:56Z [---] followers, [--] engagements


"A good graph to illustrate why $SHOP and $NET are such strong businesses An interesting trend we're noticing at Stripe: US startups are pulling ahead of their peers elsewhere. These charts show averaged revenue growth for software startups in each location. US startups typically grow somewhat faster than those elsewhere. However since mid-2023 US https://t.co/FWp6yUTUy9 An interesting trend we're noticing at Stripe: US startups are pulling ahead of their peers elsewhere. These charts show averaged revenue growth for software startups in each location. US startups typically grow somewhat"  
[X Link](https://x.com/Kalispellbaycap/status/1985477030931320981)  2025-11-03T22:39Z [---] followers, [---] engagements


"$LITE seems that better innovation in tooling are making yields a lot higher than most thought. this should ramp nicely into 2026"  
[X Link](https://x.com/Kalispellbaycap/status/1986101781051715956)  2025-11-05T16:02Z [---] followers, [--] engagements


"@TBU12345678 $tsem results and guidance"  
[X Link](https://x.com/Kalispellbaycap/status/1986810449791504472)  2025-11-07T14:58Z [---] followers, [---] engagements


"@KairosPraxis @no_cap_cap Check $CRS"  
[X Link](https://x.com/Kalispellbaycap/status/1988460486854349076)  2025-11-12T04:14Z [---] followers, [--] engagements


"@FundasyInvestor Just integrate shop pay"  
[X Link](https://x.com/Kalispellbaycap/status/1988700064441831584)  2025-11-12T20:06Z [---] followers, [--] engagements


"@unfoldedbeagle @P_Remarks Due diligence and conviction and staying up with earnings should ease this question. This is ultimately investing. No way to tell the future"  
[X Link](https://x.com/Kalispellbaycap/status/1991007642458919339)  2025-11-19T04:56Z [---] followers, [--] engagements


"@joinyellowbrick wix had its days but in this new regime a lot of operational saas will be untouchable until we see scaling laws fail in these new models. today gemini is close to creating wix competitor. this along with $DUOL is a short rn"  
[X Link](https://x.com/Kalispellbaycap/status/1991243177790173236)  2025-11-19T20:32Z [---] followers, [---] engagements


"@buccocapital Praying this falls with cloudflare"  
[X Link](https://x.com/Kalispellbaycap/status/1991583246833082550)  2025-11-20T19:03Z [---] followers, [----] engagements


"@WaterworldCapi1 $CRS still too low"  
[X Link](https://x.com/Kalispellbaycap/status/1992109023286661441)  2025-11-22T05:52Z [---] followers, [---] engagements


"@viggy_krishnan @acemoney21 @ContrarianCurse $TPR this past year. If you stay up on trends theres been a lot of great biz that went though a trending cycle that gave the stock some power. This has happened to $ANF $TPR and $DECK"  
[X Link](https://x.com/Kalispellbaycap/status/1992378340209209429)  2025-11-22T23:43Z [---] followers, [---] engagements


"@ContrarianCurse Never like to make the case to buy a stock because of mult expansion. Although looking at Costco and Walmart I think googl got some blue skies ahead in that area"  
[X Link](https://x.com/Kalispellbaycap/status/1992808921162219726)  2025-11-24T04:14Z [---] followers, [----] engagements


"@NolanAntonucci Really like $RL for this but its run so hard the past year"  
[X Link](https://x.com/Kalispellbaycap/status/1997389578831876371)  2025-12-06T19:35Z [---] followers, [--] engagements


"@buccocapital Honeywell Airbnb and chemed"  
[X Link](https://x.com/Kalispellbaycap/status/1997583815779434592)  2025-12-07T08:27Z [---] followers, [---] engagements


"What are the names that will work in this case and will work if not $TSEM $AAPL $QCOM $MU "The most important thing in the next 3-4 years is data centers in space. In every way data centers in space from a first principles perspective are superior to data centers on earth. In space you can keep a satellite in the sun [--] hours a day. The sun is 30% more intense https://t.co/Z2ri4tLSTA "The most important thing in the next 3-4 years is data centers in space. In every way data centers in space from a first principles perspective are superior to data centers on earth. In space you can keep a"  
[X Link](https://x.com/Kalispellbaycap/status/1998443422378766581)  2025-12-09T17:23Z [---] followers, [---] engagements


"@jaysyoon agree but more and more people are sniffing this out. No thanks to @GavinSBaker lol. Trimming some to add to $tsem"  
[X Link](https://x.com/Kalispellbaycap/status/1998467458185809987)  2025-12-09T18:59Z [---] followers, [---] engagements


"As much as the AI trade is teetering on the edge nowadays I still think another push will come in [----] for a CPO trade. $lite - High quality lasers that are a few quarters ahead of $cohr in my opinion. Very reliable attachment to Nvidia CPO. $tsem - Has the early lead against $GFS in SiPho. GFS too spread out and not as focused. Tower will only strengthen partnerships with companies as they bring on more capacity for the photonics boom"  
[X Link](https://x.com/Kalispellbaycap/status/1998473360431526384)  2025-12-09T19:22Z [---] followers, [---] engagements


"People always ask is the reduction in opex really the main ROI for all this AI spend well now you're starting to see the fruits of this cycle. Shopify showing how ai can transform and arm an entrepreneur. Amazing stuff Today we started rolling out SimGym a system that creates digital customers that behave like real ones. They browse your site complete tasks and reveal optimization opportunities. You can even run A/B tests with *zero* live traffic Spent a year developing it. https://t.co/W1XYgpObcs Today we started rolling out SimGym a system that creates digital customers that behave like"  
[X Link](https://x.com/Kalispellbaycap/status/1998879330630512816)  2025-12-10T22:15Z [---] followers, [---] engagements


"@ChrisCamillo @DumbMoneyTV $KTB and $SN Prada also interesting but mainly only because of miu miu brand"  
[X Link](https://x.com/Kalispellbaycap/status/2000338299282682182)  2025-12-14T22:53Z [---] followers, [----] engagements


"@glbeaty @markflowchatter They usually pair with gas turbines. Bloom cells take up to 50-70 days to get stood up and gas turbines usually 2-3 years now with backlog"  
[X Link](https://x.com/Kalispellbaycap/status/2002075312834879866)  2025-12-19T17:55Z [---] followers, [---] engagements


"Whos to say. Very speculative going off a satelite picture. The bigger piece Im seeing is that these big co locations are brining on SOFCs. BE is a big player along with others and Tesla even uses a lot of their batter packs at the colossus sites. Whatever the case is they will mainly all be sold out through [----]. BE is only doubling capacity to 2GW next year. As much as they can bring on it is being used"  
[X Link](https://x.com/Kalispellbaycap/status/2002078896444092462)  2025-12-19T18:09Z [---] followers, [---] engagements


"@PythiaR Any good reading or posts on $TWST"  
[X Link](https://x.com/Kalispellbaycap/status/2002084787541193109)  2025-12-19T18:33Z [---] followers, [---] engagements


"@insane_analyst Yep like it Looking into $MKSI and $BE as well"  
[X Link](https://x.com/Kalispellbaycap/status/2002148332093812874)  2025-12-19T22:45Z [---] followers, [---] engagements


"Checking why people were gifted for Christmas and seeing a lot of $LULU $ATZ and $SN. Will check on BNPL data but Im sure this year will see another step up from last year. Inflation is showing its teeth in precious metals but its not stopping people from swiping the plastic"  
[X Link](https://x.com/Kalispellbaycap/status/2004629108547060066)  2025-12-26T19:03Z [---] followers, [---] engagements


"Over time Ive realized its very fun trying to find artisanal alpha uncover a hidden gem or really dig deep to find companies way under P/B when in reality if you size correctly on an obvious ETF you tend to make more money. @fools_gd $SMH low fee cost and greater exposure to the best @fools_gd $SMH low fee cost and greater exposure to the best"  
[X Link](https://x.com/Kalispellbaycap/status/2004634694542082497)  2025-12-26T19:25Z [---] followers, [---] engagements


"Agree to some extent. I do like how the bigger players are the ones that control the supply and they are unlikely to really blowup their cash flows unless seeing very good ROI. ie $MSFT $TSMC I'm starting to believe that the buildout is going to take a long ass time. That is my real "takeaway" from the recent railroads piece. Pretty much each constraint makes it so that supply cannot hit quickly while demand continues to burn tokens and that this actually might I'm starting to believe that the buildout is going to take a long ass time. That is my real "takeaway" from the recent railroads"  
[X Link](https://x.com/Kalispellbaycap/status/2005686903568564349)  2025-12-29T17:06Z [---] followers, [---] engagements


"@WaterworldCapi1 Yes and Bombardier"  
[X Link](https://x.com/Kalispellbaycap/status/2005811639254413664)  2025-12-30T01:22Z [---] followers, [---] engagements


"Good thoughts midnight but Amazon actually does have a partnership with Shopify called buy with prime. Before Shopify bought deliverr for a few billion but shut it down a few years ago because they realized they cant compete/ capex way too high. They now let their merchants/ help them use Amazons multi channel fulfillment tools which more and more are using. Its a win win for each company and their customers. Not zero sum at this point"  
[X Link](https://x.com/Kalispellbaycap/status/2005868227016954066)  2025-12-30T05:07Z [---] followers, [---] engagements


"I will say that Shopify is an amazing company and is agentic native so should take a majority of commerce that moves that way. Amazon is more closed loop within their ecosystem since it is so big. I see it going like ChatGPT - Agent links with Shopify to find best product - order fulfilled with Amazon logistics. Other commodities low price items or urgent gifts will likely still be bought from Amazon agent or not. https://twitter.com/i/web/status/2005870144183312681 https://twitter.com/i/web/status/2005870144183312681"  
[X Link](https://x.com/Kalispellbaycap/status/2005870144183312681)  2025-12-30T05:14Z [---] followers, [--] engagements


"@institLPGP @WaterworldCapi1 Yes love the turnaround at rolls royce"  
[X Link](https://x.com/Kalispellbaycap/status/2006033636181561611)  2025-12-30T16:04Z [---] followers, [--] engagements


"Great podcast on $RYCEY Love learning about the engineering that goes into these amazing engines. https://open.spotify.com/episode/6ajrCM8fPPe07wJZrkaLgksi=kDR-BC3_Q12nEiYUUILOlA&t=0&context=spotify%3Aplaylist%3A37i9dQZF1FgnTBfUlzkeKt&pi=s82ovoyDSSaXa https://open.spotify.com/episode/6ajrCM8fPPe07wJZrkaLgksi=kDR-BC3_Q12nEiYUUILOlA&t=0&context=spotify%3Aplaylist%3A37i9dQZF1FgnTBfUlzkeKt&pi=s82ovoyDSSaXa"  
[X Link](https://x.com/Kalispellbaycap/status/2006170119316066397)  2025-12-31T01:06Z [---] followers, [---] engagements


"@fatbowzi @WaterworldCapi1 Always good to have pushback. Dont see this yet but could see it getting bubbly a few years out"  
[X Link](https://x.com/Kalispellbaycap/status/2006184173707616273)  2025-12-31T02:02Z [---] followers, [--] engagements


"A lot of people woke up to Intel recently. Its been a good year and think they have the resources backing and talent to continue the momentum. $INTC"  
[X Link](https://x.com/Kalispellbaycap/status/2006460592408912267)  2025-12-31T20:20Z [---] followers, [---] engagements


"$BE keeps signing deals. This is a good one but think some other mega players will start signing more this year. Taiwan AI server giant Quanta said its US subsidiary will spend US$502 million on Bloom Energy fuel cell microgrids for its AI server plants in California media reports. $BE #quanta https://t.co/EayT6JS5m4 Taiwan AI server giant Quanta said its US subsidiary will spend US$502 million on Bloom Energy fuel cell microgrids for its AI server plants in California media reports. $BE #quanta https://t.co/EayT6JS5m4"  
[X Link](https://x.com/Kalispellbaycap/status/2006999720665952605)  2026-01-02T08:03Z [---] followers, [---] engagements


"Will be watching reports at CES. Should be very good for $AMAT $KLAC and $CAMT. Advanced packaging is a huge bottleneck and yeah not a good year to get any consumer electronics. This should be a good year to add to $NTDOY CES predictions: - $HPQ softly rebases their guidance to the lower end - $DELL obstinately claims that thugs are fine; nobody believes it - $IFX.DE and $ON sound better on 800V oppty; $ADI / $MCHP try to talk up the cycle but ultimately were here for AI so its eh - $MU and CES predictions: - $HPQ softly rebases their guidance to the lower end - $DELL obstinately claims that"  
[X Link](https://x.com/Kalispellbaycap/status/2007929169154576418)  2026-01-04T21:36Z [---] followers, [---] engagements


"@institLPGP Trust me when I was younger I did and did well. I still do trade a part of my Roth but majority of it is now indexed. Better peace of mind"  
[X Link](https://x.com/Kalispellbaycap/status/2008694685838319896)  2026-01-07T00:18Z [---] followers, [--] engagements


"@astridwilde1 So youre saying $BBY might be a short rn"  
[X Link](https://x.com/Kalispellbaycap/status/2008786096596152608)  2026-01-07T06:21Z [---] followers, [---] engagements


"Were seeing a push for tokenizing a lot of assets in the future thanks to $CRCL $HOOD $COIN. I dont believe this is bad for the investment world more liquidity better price discovery but it will come at a cost. Many of these tokenized assets will be PE and thats when you will see haircuts on valuation. Most pre revenue companies should not be instantly speculated on by millions of people with the tap of a button. We saw this with the IPO and SPAC boom in [--]. This will be healthy and necessary but it will ultimately affect a lot of retail. https://twitter.com/i/web/status/2009784459378241852"  
[X Link](https://x.com/Kalispellbaycap/status/2009784459378241852)  2026-01-10T00:28Z [---] followers, [---] engagements


"The signs of a healthy bull market is that it takes out its own trash - Josh Brown The market is sniffing out trashy behavior and stomping it out. Along the same lines as what @fabknowledge has been saying. People are at a party drinking from the punch bowl and some are getting more drunk than others. The ones who are hammered and acting irradically get shown the door ie. $CRWV $ORCL I do believe we will see a blowup soon in PE land that of course flows into equities but it will not stop the real companies from compounding and this AI buildout narrative to stop. Very healthy action imo"  
[X Link](https://x.com/Kalispellbaycap/status/2010110265535406508)  2026-01-10T22:03Z [---] followers, [--] engagements


"The signs of a healthy bull market is that it takes out its own trash - Josh Brown The market is sniffing out trashy behavior and stomping it out. Along the same lines as what @fabknowledge has been saying. People are at a party drinking from the punch bowl and some are getting more drunk than others. The ones who are hammered and acting erratically get shown the door ie. $CRWV $ORCL I do believe we will see a blowup soon in PE land that of course flows into equities but it will not stop the real companies from compounding and this AI buildout narrative to stop. Very healthy action imo"  
[X Link](https://x.com/Kalispellbaycap/status/2010111171051802764)  2026-01-10T22:07Z [---] followers, [---] engagements


"I think we will see Ai usage inflect this next year big time. Everyone loved chat bots but now it is even easier to do daily tasks or run errands with an assistant. - Vibe-coding - Agents - Opus [---] - Ai integration being pushed hard at Fortune [---] - Recent grads having tougher time getting entry level rolls. Lots of silicon is about to melt brb looking at all my Agentic Storefronts in the admin: ☑ Google AI Mode and Gemini ☑ Microsoft Copilot ☑ ChatGPT Instant Checkout brb looking at all my Agentic Storefronts in the admin: ☑ Google AI Mode and Gemini ☑ Microsoft Copilot ☑ ChatGPT Instant"  
[X Link](https://x.com/Kalispellbaycap/status/2010389995253846506)  2026-01-11T16:35Z [---] followers, [---] engagements


"Metals still seeing momentum in [----]. One to add to your silver and gold positions in the portfolio is copper. Looking at the top producers of copper it is highly concentrated. The big producers are slow to add capacity as they have been stung in the past with these cycles. As Citrini pointed out "Building a new Escondida today if you could even find one costs $5-7 billion minimum (roughly the market cap of a mid-tier miner) takes over a decade to permit and should assume an average 79% cost overrun according to McKinsey." Copper is surging in demand due to electrification chips data center"  
[X Link](https://x.com/Kalispellbaycap/status/2010768861042524560)  2026-01-12T17:40Z [---] followers, [---] engagements


"@blondesnmoney Yeah can't believe he got away with that"  
[X Link](https://x.com/Kalispellbaycap/status/2010820980961112465)  2026-01-12T21:07Z [---] followers, [----] engagements


"Haha this is amazing Bullish $BE @ContrarianCurse BREAKING: President Trump announces that he will not let Americans pick up the rising electricity costs for datacenters and that Microsoft $MSFT is first up to help fix the problem. In the past week weve seen Trump announce a number of policies that seem directly focused on https://t.co/lDkJXssx6j BREAKING: President Trump announces that he will not let Americans pick up the rising electricity costs for datacenters and that Microsoft $MSFT is first up to help fix the problem. In the past week weve seen Trump announce a number of policies that"  
[X Link](https://x.com/Kalispellbaycap/status/2010865612780916805)  2026-01-13T00:04Z [---] followers, [---] engagements


"@TBU12345678 Not very bearish just shifting capital to more behind the meter stuff. Theyve already been doing this. Great for $BE $GEV and so on. Will add another layer of bottleneck though so could slow down the investments. Probably better to smooth out curve anyway"  
[X Link](https://x.com/Kalispellbaycap/status/2010885361980096816)  2026-01-13T01:23Z [---] followers, [---] engagements


"@PegasusFund K shaped. US now people with assets and those who dont. Sad reality but not enough people [--] years ago started their family off right in the investing class. Nowadays every kid has a Robinhood/maga accounts. Too little too late"  
[X Link](https://x.com/Kalispellbaycap/status/2010921708790956169)  2026-01-13T03:47Z [---] followers, [--] engagements


"@WaterworldCapi1 gotta be $BBY right no way people can pay for memory surge"  
[X Link](https://x.com/Kalispellbaycap/status/2011149285996527760)  2026-01-13T18:52Z [---] followers, [---] engagements


"@TBU12345678 How are you thinking about $TSEM and $GFS"  
[X Link](https://x.com/Kalispellbaycap/status/2011468601640006010)  2026-01-14T16:01Z [---] followers, [---] engagements


"@ContrarianCurse Yep and same for all semicap. People are still offsides for the wave coming 2H this year"  
[X Link](https://x.com/Kalispellbaycap/status/2012215034059903248)  2026-01-16T17:27Z [---] followers, [----] engagements


"@PythiaR ASML to zero. Claude cowork can make me a litho machine"  
[X Link](https://x.com/Kalispellbaycap/status/2012243073061748982)  2026-01-16T19:18Z [---] followers, [---] engagements


"Now everything is breaking out to new highs but mag [--] Cant not be bullish Earnings should provide more of the same. Consumer is fine although lower middle is starting to see some weakness ai is hot as ever all clouds beat some bottlenecks in chips and of course energy. Capex is revised higher again. Consumer electronics isnt as bad rn as people think shorts cover a little but this is still a short roy. Memory throwing a wrench in everything. Big thing for me is what is priced in and how margins are holding up. Want to see some mid-large cap see some efficiency gains. People seeing markets"  
[X Link](https://x.com/Kalispellbaycap/status/2012343390692860162)  2026-01-17T01:57Z [---] followers, [---] engagements


"This is now free money I guess Stimulus checks came early A lot of people woke up to Intel recently. Its been a good year and think they have the resources backing and talent to continue the momentum. $INTC A lot of people woke up to Intel recently. Its been a good year and think they have the resources backing and talent to continue the momentum. $INTC"  
[X Link](https://x.com/Kalispellbaycap/status/2014085342618591370)  2026-01-21T21:19Z [---] followers, [---] engagements


"Singularity is coming. Look at $SMH"  
[X Link](https://x.com/Kalispellbaycap/status/2014105674490204410)  2026-01-21T22:39Z [---] followers, [---] engagements


"@PythiaR @evrgn11112231 @zephyr_z9 Did $KLAC ever come up on your guys radar I think were all talking the same quality company / WFE thesis. Just wondering why not a lot people ever bring up KLA"  
[X Link](https://x.com/Kalispellbaycap/status/2014119063375769734)  2026-01-21T23:32Z [---] followers, [--] engagements


"@BenBajarin Hey Ben going forward what do you believe is the correct ratio for DPUs/CPUs per GPU/TPU"  
[X Link](https://x.com/Kalispellbaycap/status/2014452765922361539)  2026-01-22T21:39Z [---] followers, [----] engagements


"Thesis is basically BA/AB cycle ramping and sustaining and their ability to convert backlog at improved pricing due to higher PAC 80% + utilization at Athens facility and duopoly on most superalloys. Essentially a levered play on jet engine MRO and new aircraft builds with better unit economics than prior cycles. The unexpected defense spend is cherry on top https://twitter.com/i/web/status/2014455067227914741 https://twitter.com/i/web/status/2014455067227914741"  
[X Link](https://x.com/Kalispellbaycap/status/2014455067227914741)  2026-01-22T21:48Z [---] followers, [---] engagements


"Dont get me bulled up on $NET at this valuation https://t.co/pKSuO2JoOy https://t.co/pKSuO2JoOy"  
[X Link](https://x.com/Kalispellbaycap/status/2014457849171345570)  2026-01-22T21:59Z [---] followers, [---] engagements


"So lets say $INTC is [--] years behind $TSM and people thought theyd turn it around in under a year"  
[X Link](https://x.com/Kalispellbaycap/status/2014529692716695682)  2026-01-23T02:44Z [---] followers, [---] engagements


"As agents become more mainstream the agentic native companies will thrive. $shop $net basically same narratives $shop $net basically same narratives"  
[X Link](https://x.com/Kalispellbaycap/status/2015199259537420658)  2026-01-24T23:05Z [---] followers, [---] engagements


"I think a good investor always has to respect the flows. For the longest time US was fiscally stimulative from 20-25 but now were seeing it slow and rest of world start to ramp. When the G in GDP formula is slowing relative to the other variables its easier to look elsewhere where that is flipped. In the last [--] years the US investor was underweight global and international was overweight US and so the reallocation is underway and will continue in my opinion. Of course right sectors in US will do well but think more people will look to diversify elsewhere which is a tailwind for these ETFs."  
[X Link](https://x.com/Kalispellbaycap/status/2015499553064251623)  2026-01-25T18:58Z [---] followers, [---] engagements


"@Midnight_Captl I like it as well but seems like sentiment has been jumping on twitter lately. Have been trimming"  
[X Link](https://x.com/Kalispellbaycap/status/2015592598879215993)  2026-01-26T01:08Z [---] followers, [--] engagements


"Yes $NET If the future truly is agentic and our phones are running small models on the edge then I cant think of a better company positioned than cloudflare. If the future truly is agentic and our phones are running small models on the edge then I cant think of a better company positioned than cloudflare"  
[X Link](https://x.com/Kalispellbaycap/status/2015810739857207662)  2026-01-26T15:35Z [---] followers, [---] engagements


"@BenBajarin Hey Ben how are you thinking about WFE growth compared to memory shortage WFE growth of 25% + this year while memory is short about 25%"  
[X Link](https://x.com/Kalispellbaycap/status/2015925897166258480)  2026-01-26T23:12Z [---] followers, [---] engagements


"Which stock do you own that will be your next multi-bagger Ill go first. $PTON and $TTCF @PelotonHolder @jablamsky @caleb_investTML @JonahLupton @BullishJason @skaushi @mukund @hhhypergrowth @BackpackerFI @SixSigmaCapital @RedCoatChicago @Brian_Stoffel_ @BrianFeroldi"  
[X Link](https://x.com/Kalispellbaycap/status/1407879754431098886)  2021-06-24T01:54Z [---] followers, [--] engagements


"@HiddenGemsInves $KFS"  
[X Link](https://x.com/Kalispellbaycap/status/1942816557702471739)  2025-07-09T05:22Z [---] followers, [---] engagements


"Looking at asymmetric ideas where you need turbines/specialty alloys for data center gas turbines/aerospace reacceleration and the future of space projects. $TSLA $CRS $HWM $RYCEY $GEV $GE"  
[X Link](https://x.com/Kalispellbaycap/status/2000639997947580769)  2025-12-15T18:52Z [---] followers, [---] engagements


"Advanced packaging and memory is a big bottleneck in the AI story right now. Can't think of a better company positioned. Matt has been on this one. Great writeups. $ACMR $ACMR China is likely to accelerate the development of its domestic memory ecosystem through sustained policy driven capital deployment prioritizing strategic self sufficiency and market leadership over near term ROI. While much of this dynamic is already reflected across the $ACMR China is likely to accelerate the development of its domestic memory ecosystem through sustained policy driven capital deployment prioritizing"  
[X Link](https://x.com/Kalispellbaycap/status/2007143618134585609)  2026-01-02T17:35Z [---] followers, [---] engagements


"@FatBearCapital @ContrarianCurse Yeah MKSI is good one like. I dont think you need to look away from the Amat KLA ASML and lam. Theyll all do well"  
[X Link](https://x.com/Kalispellbaycap/status/2012231531138310393)  2026-01-16T18:32Z [---] followers, [---] engagements


"@BRuss008 $MA $V $ABNB $CTRI $BRKB and probably $MKSI $CAMT little more volatility"  
[X Link](https://x.com/Kalispellbaycap/status/2016025352091693224)  2026-01-27T05:47Z [---] followers, [---] engagements


"Very offsides $ASML 13b backlog.are even investors reading @ContrarianCurse Yep and same for all semicap. People are still offsides for the wave coming 2H this year. @ContrarianCurse Yep and same for all semicap. People are still offsides for the wave coming 2H this year"  
[X Link](https://x.com/Kalispellbaycap/status/2016396444413133172)  2026-01-28T06:22Z [---] followers, [---] engagements


"Its getting harder to value equities as AI uncertainty explodes. Assumptions will miss products will accelerate and panic will follow. This is the time to really know what you hold and not just be contrarian for the hell of it. Buffett said it best: The most important quality for an investor is temperament not intellect. https://twitter.com/i/web/status/2016930756501918117 https://twitter.com/i/web/status/2016930756501918117"  
[X Link](https://x.com/Kalispellbaycap/status/2016930756501918117)  2026-01-29T17:45Z [---] followers, [--] engagements


"@RyeNotBerben Yep Zuck knows when to turn it on. The questions were also pretty awful don't think he could take those analysts seriously"  
[X Link](https://x.com/Kalispellbaycap/status/2016936253636432152)  2026-01-29T18:07Z [---] followers, [---] engagements


"@WaterworldCapi1 Id look at $UI. They have a great hold on office infrastructure for cameras door access switches. easy to use products that have good value at there price ranges"  
[X Link](https://x.com/Kalispellbaycap/status/2002107500964020593)  2025-12-19T20:03Z [---] followers, [--] engagements


"Memory and capacity is going to ai spend. Will put pressure on consumer electronics for foreseeable future $BBY $LOGI $DELL Get more bullish on memory. $MU https://t.co/YhbmYDcQPN Get more bullish on memory. $MU https://t.co/YhbmYDcQPN"  
[X Link](https://x.com/Kalispellbaycap/status/2012971646202659107)  2026-01-18T19:33Z [---] followers, [---] engagements


"Its a stock pickers market. This volatility should be used to our advantage. Trump seems to care a lot about the stock market and if it holds up theres a few names that will benefit immensely over next couple years. Got more $KLAC $TSEM $LITE"  
[X Link](https://x.com/Kalispellbaycap/status/2014086370839470379)  2026-01-21T21:23Z [---] followers, [---] engagements


"L/S $SNDK $BBY working beautifully An 80% price hike lol is this actually real I havent been able to verify it yet. https://t.co/vDdX9s7vAx An 80% price hike lol is this actually real I havent been able to verify it yet. https://t.co/vDdX9s7vAx"  
[X Link](https://x.com/Kalispellbaycap/status/2014143922961014895)  2026-01-22T01:11Z [---] followers, [---] engagements


"6 months ago they were calling it a bubble/ not seeing ROI on the massive spend. Now people are actively saying [--] more months bro then its over. Claude/5.2 changed the game and its the worst itll ever be today"  
[X Link](https://x.com/Kalispellbaycap/status/2014963361012973774)  2026-01-24T07:27Z [---] followers, [---] engagements


"Would take a look at $DOCS and $IQV. Doximity has a huge install base for physicians that is hard to replicate. Lots of data of medical behavior / workflows. Can see this being the all in one AI powered assistant. IQVIA holdings also has a large user base of CROs with access to millions of patient records thats real time. Think its RWE platform will help revolutionize how we use LLMs to simulate trials. Basically making a digital twin of patients and running through simulated trials. https://twitter.com/i/web/status/1930038511421534480 https://twitter.com/i/web/status/1930038511421534480"  
[X Link](https://x.com/Kalispellbaycap/status/1930038511421534480)  2025-06-03T23:06Z [---] followers, [----] engagements


"Hey Nolan can you ask about the credit card for $HOOD. what hes seeing and thinking in the flywheel. $AMZN if hes heard or seen anything and if theyre using any commercial humanoid or if trying to use their own. $AVAV $ASTS how he believes satellite and drones are revolutionizing warfare. What he thinks and likes in this sector"  
[X Link](https://x.com/Kalispellbaycap/status/1930678800096043132)  2025-06-05T17:31Z [---] followers, [---] engagements

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