#  @OpLowcountry Operation LowcountryWildfire Operation LowcountryWildfire posts on X about ai, dock, tide, $ionq the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1994073751852601347/interactions)  - [--] Week [-----] -94% - [--] Month [------] +3.80% ### Mentions: [--] [#](/creator/twitter::1994073751852601347/posts_active)  - [--] Week [--] -66% - [--] Month [---] -19% ### Followers: [---] [#](/creator/twitter::1994073751852601347/followers)  - [--] Week [---] -0.61% - [--] Month [---] +34% ### CreatorRank: undefined [#](/creator/twitter::1994073751852601347/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) **Social topic influence** [ai](/topic/ai), [dock](/topic/dock), [tide](/topic/tide) #667, [$ionq](/topic/$ionq), [strong](/topic/strong), [sun](/topic/sun), [qbts](/topic/qbts), [$eose](/topic/$eose), [$oklo](/topic/$oklo), [in the](/topic/in-the) **Top accounts mentioned or mentioned by** [@stocksavvyshay](/creator/undefined) [@quakes99](/creator/undefined) [@theronnievshow](/creator/undefined) [@volumestocks](/creator/undefined) [@mrmikeinvesting](/creator/undefined) [@unusualwhales](/creator/undefined) [@elonmusk](/creator/undefined) [@sawyermerritt](/creator/undefined) [@investmentguru](/creator/undefined) [@zerohedge](/creator/undefined) [@slocan68](/creator/undefined) [@realjgbanks](/creator/undefined) [@rampcapitalllc](/creator/undefined) [@tankertrackers](/creator/undefined) [@yahoofinance](/creator/undefined) [@donutninja](/creator/undefined) [@bourboncap](/creator/undefined) [@theprofinvestor](/creator/undefined) [@spacanpanman](/creator/undefined) [@blackpanthercap](/creator/undefined) **Top assets mentioned** [IonQ, Inc. (IONQ)](/topic/$ionq) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Oklo Inc. (OKLO)](/topic/$oklo) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Constellation Energy Corp (CEG)](/topic/$ceg) [ZetaChain (ZETA)](/topic/$zeta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Cameco Corporation (CCJ)](/topic/$ccj) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Uranium Energy Corp. (UEC)](/topic/$uec) [Vistra, Corp. (VST)](/topic/$vst) [Centrus Energy Corp. (LEU)](/topic/$leu) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UiPath, Inc. (PATH)](/topic/$path) [MP Materials Corp. (MP)](/topic/$mp) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Convex Finance (CVX)](/topic/$cvx) [Redwire Corporation (RDW)](/topic/$rdw) ### Top Social Posts Top posts by engagements in the last [--] hours "Dan Optimus was tele-operated in Miami same as every single humanoid robot demo on planet Earth in [----] (Figure Agility Boston Dynamics Atlas all of them). Tesla never claimed otherwise on stage and the roadmap has been public for [--] months: teleop today supervised autonomy in factories [----] unsupervised 2027+. The part you keep leaving out: Tesla already has Gen-3 Optimus walking folding shirts and sorting objects end-to-end on neural nets in the lab (released videos zero teleop). Theyre shipping thousands of units to their own factories next year to replace the teleop layer with real AI" [X Link](https://x.com/OpLowcountry/status/1998512561256300894) 2025-12-09T21:58Z [--] followers, [---] engagements "See yall in the tapes tomorrow. $TE closed +12.4% after that solar pivot finally hit the tape $IREN ran another 9% on hash-rate flex and $NVDA remembered China still exists for a hot minute. Meanwhile the S&P bled red and half the timeline cried for puts. Moons high tides turning and the ask is looking real thin after hours. Lowcountry rules: we dont chase sunsets we print them. Stack accordingly. βππ₯" [X Link](https://x.com/OpLowcountry/status/1998566919419420710) 2025-12-10T01:34Z [--] followers, [---] engagements "Shay monster scoop. $1.5T in [----] would be the biggest IPO in history and the ultimate validation that reusable heavy lift + Starlink cash flow is the new oil. Praise where its due: you were pounding the table on the full-company IPO thesis while the street was still stuck on Starlink spinout only. Respect. One angle the Bloomberg piece (and most coverage) is sleeping on: If SpaceX goes public at that size the S&P [---] inclusion is automatic and massive. $1.5T valuation = 6-7% of the entire index on day one. Passive inflows alone could be $80-100B in the first [--] days (bigger than Metas entire" [X Link](https://x.com/OpLowcountry/status/1998777061666689519) 2025-12-10T15:29Z [--] followers, [--] engagements "Nailed it. $NBIS only rips when the proof is so hard the ATM cant dilute it. My Moonshot sleeve is already the heaviest its ever been in Nebius. Microsoft $19B Meta $3B NVIDIA skin in the game 355% revenue growth 1GW locked and scaling to 2.5GW All of it got priced in like it was noise because the offering overshadowed the signal. Next leg needs exactly what you said: another hyperscaler contract that cant be ignored capacity online with zero fresh paper a Q4 print that forces every sell-side desk to triple their numbers Until then range-bound is the tax we pay for whats coming. Docks got the" [X Link](https://x.com/OpLowcountry/status/1998785688888553667) 2025-12-10T16:03Z [--] followers, [---] engagements "Totally get sitting on the sidelines until that $22$24 zone shows up on $SOFIchasing the 7th inning is rarely worth it. While we wait one name in the same digital-lending/fintech space thats still trading at a massive discount to its [----] highs is $UPST. It got absolutely crushed during the rate-hike cycle (down 88% from its all-time high of $401) but with rates rolling over their AI origination volume is starting to re-accelerate hard (Q3 originations hit $2.9B up 80% YoY with newer products like auto/home/small-dollar up 300% in transaction volume). Full-year [----] revenue guidance now at" [X Link](https://x.com/OpLowcountry/status/1998810773272015040) 2025-12-10T17:43Z [--] followers, [---] engagements "Night Dispatch from the Dock Dec [--] [----] Cainhoy SC 9:42 PM ET [--] with a light fog rolling in off the Wando The timelines on fire tonightElon drops a casual As usual Eric is accurate and suddenly everyones acting like SpaceX IPO invites are in the mail. Hold up: No they havent launched the IPO yet. This is just the first real signal from Musk that its comingprobably mid-2026 per the Ars piece with Starlinks revenue explosion paving the way. $1.5T valuation whispers Thatd make it the biggest debut ever. But right now its still private no public shares floating. My take: Weve been positioned" [X Link](https://x.com/OpLowcountry/status/1998944611306451312) 2025-12-11T02:35Z [--] followers, [--] engagements "10:15 AM Dockside reload update Just doubled down on $IONQ at $52.93 Average now $46.82 in the Moonshot sleeve. Red days are when 100-baggers get born. The marsh doesnt care about your feelings. Neither do I. [-----] eating. NFA. Long and adding. King of Cainhoy β" [X Link](https://x.com/OpLowcountry/status/1999137049354408254) 2025-12-11T15:19Z [--] followers, [--] engagements "Too late. China already controls [--] % of battery refining and [--] % of cathode production. Blocking new plants just locks in the dependency while BYD/CATL keep building here through joint ventures anyway. The only real defense is Tesla-scale vertical integration everyone else is just rearranging deck chairs" [X Link](https://x.com/OpLowcountry/status/1999141926637826112) 2025-12-11T15:39Z [--] followers, [---] engagements "@unusual_whales AgreedNVDA dips like this are tuition for the AI long game. $IONQ flushed 3% sympathy but holds $52 with $106110M FY25 guide intact (vs NVDA's capex questions). Added the flush. Quantum the next semis rotation" [X Link](https://x.com/OpLowcountry/status/1999145268697006554) 2025-12-11T15:52Z [--] followers, [---] engagements "@charliebilello $766 B and climbing while the dollars still king. Thats $2.8 B a day flowing out roughly the GDP of South Carolina every month. Tariffs or not the structural bleed isnt slowing. [-----] feels it in diesel prices and steel costs more than the headline ever will" [X Link](https://x.com/OpLowcountry/status/1999183249856164042) 2025-12-11T18:23Z [--] followers, [---] engagements "@RampCapitalLLC Trump kills taxes on gambling winnings = Polymarket degens become the new carried-interest kings overnight. Meanwhile the King of Cainhoy pays [--] % on every realized $IONQ share. Life aint fair but the marsh is beautiful" [X Link](https://x.com/OpLowcountry/status/1999183853626195989) 2025-12-11T18:25Z [--] followers, [---] engagements "@WR4NYGov @Mangan150 ChatGPT spotting eGFR issues before the MDs That's the real health moonshot AI as early warning system. $SOUN's voice AI could narrate your next checkup: 'Warren your kidneys say slow down on the Mars math.' Stay savage; the throne needs its strategists healthy" [X Link](https://x.com/OpLowcountry/status/1999238801647120494) 2025-12-11T22:04Z [---] followers, [---] engagements "@RampCapitalLLC @anothercohen Local guy 50% cheaper than the PE-backed machine That's the real margin call corporate bloat vs. neighbor hustle. Next you'll say the yacht captain's cheaper than Uber on the Wando. Ramp your trades hit harder than the bill" [X Link](https://x.com/OpLowcountry/status/1999272710590071139) 2025-12-12T00:18Z [--] followers, [---] engagements "@elonmusk @didumissthenews @DailyMail "It happened again and again [--] times UK's the real dystopia Elon. Grok could predict the next one before the cops do. The King's got the dock locked for a reason" [X Link](https://x.com/OpLowcountry/status/1999273223553450076) 2025-12-12T00:20Z [--] followers, [--] engagements "@TeslaBoomerMama @SawyerMerritt $444.63 and climbing that green arrow's the real Christmas gift. FSD 14's unsupervised polish is the stealth catalyst nobody's pricing yet. Your timing's dock-level savage. What's your EOY call on the robotaxi reveal" [X Link](https://x.com/OpLowcountry/status/1999273488629281081) 2025-12-12T00:21Z [--] followers, [--] engagements "Shay with the truth bomb. While the street punishes ORCL [--] % today for not screaming loud enough the Lowcountry boats been riding this exact shift for months. Oracles capex + data-center land grab = the quiet AI infra king. Were still green on the name and the blended books +0.2 % while Nasdaq bleeds. Long-term winners dont need hypethey just need time and tarpon slurpin in the background. #PalmettoAlpha #WandoRiverDontCare Disclosure: Not financial advice. I own all securities mentioned (including $ORCL). Past performance future results. Do your own research and invest at your own risk." [X Link](https://x.com/OpLowcountry/status/1999541286026489975) 2025-12-12T18:06Z [---] followers, [--] engagements "Dock Dispatch [--] Dec [----] While Nasdaq dropped [----] % on AI capex panic: Added ORCL @ $198.88 (new avg $173.50) Added NVDA @ $178.91 (new avg $142.25) Added IONQ @ $49.92 (new avg $46.25) Same positions held since Nov [--]. Cash remaining: $7000 Blended portfolio today: +0.3 % The market can panic. I just bought the future cheaper. #PalmettoAlpha #KingOfCainhoy Disclosure: Not financial advice. I own these securities. Past performance future results. DYOR" [X Link](https://x.com/OpLowcountry/status/1999548155944165601) 2025-12-12T18:33Z [--] followers, [--] engagements "Nasdaq [----] % today. I used it as a grocery run. Added three names the world will still need in 2030: ORCL @ $198.88 new avg $173.50 NVDA @ $178.91 new avg $142.25 IONQ @ $49.92 new avg $46.25 Cash left: $7000 Blended portfolio today: +0.3 % Thats it. #PalmettoAlpha #KingOfCainhoy Disclosure: Not advice. I own these. Past performance future results. DYOR" [X Link](https://x.com/OpLowcountry/status/1999555889116905833) 2025-12-12T19:04Z [--] followers, [--] engagements "@JesseCohenInv NVDA and ORCL hereadded NVDA @ $178.91 (avg $142.25) ORCL @ $198.88 (avg $173.50). IONQ @ $49.92 for the quantum edge. Blended +0.3% today vs. Nasdaq -1.9%. Dips reward the patient. Poll pick: NVDA for the moat. #PalmettoAlpha #KingOfCainhoy Disclosure: Not advice. I own these. Past performance future results. DYOR" [X Link](https://x.com/OpLowcountry/status/1999572278560899147) 2025-12-12T20:09Z [--] followers, [---] engagements "@amital13 Leverage unwind real but ORCL's $98B backlog funds the capex painadded at $198.88 (avg $173.50) while CDS spiked. NVDA/IONQ adds too. Blended +0.3% on the bleed day. Collateral fears fade when execution locks revenue. What's your repo play #PalmettoAlpha #KingOfCainhoy Disclosure: Not advice. I own ORCL/NVDA/IONQ. Past performance future results. DYOR" [X Link](https://x.com/OpLowcountry/status/1999572744548286511) 2025-12-12T20:11Z [--] followers, [---] engagements "@OzakAGI Spot onORCL's $15B capex hit is the infra moat building. Added at $198.88 (avg $173.50) NVDA @ $178.91 (avg $142.25) IONQ @ $49.92 (avg $46.25). Blended +0.3% today. Buy the inefficiency for the $7T market. Eon's take on IONQ #PalmettoAlpha #KingOfCainhoy Disclosure: Not advice. I own these. Past performance future results. DYOR" [X Link](https://x.com/OpLowcountry/status/1999573665046724637) 2025-12-12T20:14Z [--] followers, [---] engagements "π Nightfall Dispatch from the Private Dock Cainhoy Throne Wando River December [--] [----] Glass-calm pluff mud breathing slow Markets threw their tantrum. Nasdaq bled 1.9%. I feasted: added $ORCL $NVDA $IONQ on the flush. Blended book closed +0.3%. Red days are just the marsh exhaling before the next surge. Tarpon slurping in the dark. Grill embers dying down from that ribeye smash. Portfolio reloading like the tide. We don't flinch. We own the tape. [-----] undefeated. Tomorrow we hunt again. King of Cainhoy ππ₯π #PalmettoAlpha #Lowcountry #KingOfCainhoy Disclosure: Not financial advice. I own" [X Link](https://x.com/OpLowcountry/status/1999645579345793423) 2025-12-13T01:00Z [--] followers, [---] engagements "Mid-morning from the private dock. Marsh mist burning off tide rolling in slow gators probably lurking. Markets opened choppyfear in the feeds red ticks everywhere. My four Lowcountry baskets Holding green. Just added $QBTS with cash reserves on the open. Quantum annealing supremacy + DoD deployment at Davidson = silent compounder loading. Wildfire Moonshot Lifesaver Rainmakercore locked since Nov [--]. No panic just disciplined adds on weakness. This is how you run it public toward $2M managed. #LowcountryAlpha #OpLowcountry##KingOfCainhoy Disclosures: Positions mentioned are personally held" [X Link](https://x.com/OpLowcountry/status/1999858893296431445) 2025-12-13T15:08Z [--] followers, [--] engagements "$RKLB and $IONQ easy long-term. Neutron ramp + hypersonics/SDA contracts for Rocket Lab. Trapped-ion supremacy + AFRL networking for IONQ. Both defense-backed and compounding quiet in Moonshot. Planning $QBTS add Monday openannealing utility + DoD Davidson deployment loading. Lowcountry baskets running public since Nov [--]. DYOR not FA" [X Link](https://x.com/OpLowcountry/status/1999861675999051799) 2025-12-13T15:19Z [--] followers, [---] engagements "Zacks calling the quantum breakout right. Adding $QBTS Monday morning with cash reserves. Science-paper supremacy on materials sims + Advantage2 running live at Davidson for DoD radar/logistics = real utility now not hype. Stacking with IONQ/RGTI in Moonshot. Red opens are grocery runs. DOYR NFA" [X Link](https://x.com/OpLowcountry/status/1999861904500564215) 2025-12-13T15:20Z [--] followers, [--] engagements "Space economy about to explode. $RKLB core in Moonshot$515M SDA satellite prime + hypersonics cadence. $ASTS resilient comms for DoD. Both defense tailwinds de-risking the upside. Running all four baskets public toward $2M managedno panic just adds on weakness. Who's loading the next leg DOYR NOT FINANCIAL ADVICE. I PERSONALLY OWN THESE MENTIONED. https://twitter.com/i/web/status/1999862717448941915 https://twitter.com/i/web/status/1999862717448941915" [X Link](https://x.com/OpLowcountry/status/1999862717448941915) 2025-12-13T15:23Z [---] followers, [---] engagements "Dockside feast from the private throne. Tide's rolling afternoon sun high over the marsh cast iron singing again. Lowcountry Blackened Red Snapper Tacos Fresh snapper fillets diced and dusted heavy in blackening spice (paprika cayenne thyme onion/garlic) seared screaming-hot in butter till edges char crisp and the flaky white flesh pulls apart perfect. Soft corn tortillas warmed on the iron loaded with cilantro-lime slaw (shredded cabbage Dukes base fresh lime zest) diced mango for sweet heat crumbled cotija and a generous drizzle of avocado crema. Side: grilled street corn slathered in" [X Link](https://x.com/OpLowcountry/status/1999877583517733118) 2025-12-13T16:22Z [--] followers, [--] engagements "@MusicWorld360x delivering production wins (Ford scheduling Lockheed sims) + DoD Davidson deployment for radar/logistics. Planning $QBTS add Monday to stack Moonshot. Defense tailwinds de-risking the upside. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/1999885003136676310) 2025-12-13T16:51Z [--] followers, [--] engagements "Physical AI the real leapquantum optimization accelerating it (materials sims logistics). $QBTS annealing supremacy (Science 2025) + DoD traction positions for industrial revolution tailwinds. Adding Monday in Moonshot. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/1999885207369810295) 2025-12-13T16:52Z [--] followers, [--] engagements "Post-quantum security criticalannealing quantum already proving utility in defense (Davidson deployment Tradewinds awards). $QBTS production traction complements FHE/ZK hybrids for resilient future. Stacking quantum in Moonshot. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/1999885397535408361) 2025-12-13T16:53Z [--] followers, [--] engagements "@milomarkets $TSMfoundry dominance + AI/quantum chip demand locked in (everyone needs their nodes). NVDA leads today but TSM's moat wider long-term as the pick-and-shovel play. Moonshot quantum/space themes compounding similar in my baskets. Discl: Not advice. DYOR" [X Link](https://x.com/OpLowcountry/status/1999934054784004332) 2025-12-13T20:06Z [--] followers, [--] engagements "@RogStocks $RKLB week strongNeutron ramp + $515M SDA satellite prime + hypersonics cadence all loading. Defense tailwinds de-risking the commercial upside. Holding core in Moonshot baskets. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/1999935698208723019) 2025-12-13T20:13Z [---] followers, [--] engagements "Solid space ecosystem map$RKLB (Neutron + hypersonics) and $ASTS (DoD broadband) both core in Moonshot. Defense contracts de-risking the upside while commercial ramps load. Personal baskets compounding since Nov [--]. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/1999952733978099772) 2025-12-13T21:21Z [--] followers, [---] engagements "@wonderofscience Rocket launches from orbit perspective epicspace economy accelerating ($RKLB launches $ASTS connectivity). Holding space themes in Moonshot for the long ramp. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/1999952974517621063) 2025-12-13T21:22Z [--] followers, [---] engagements "@midascabal $IONQ trapped-ion scaling + AFRL defense traction positions strong long-term. Hybrid quantum future complements annealing plays. Holding IONQ core in Moonshot. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/1999953801747558619) 2025-12-13T21:25Z [--] followers, [---] engagements "@InvestmentGuru_ Strong basketquantum/space blending growth and defense tailwinds (IONQ AFRL RKLB SDA ASTS DoD broadband). Personal Moonshot core similar adding QBTS Monday for annealing production traction. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/2000213246377116052) 2025-12-14T14:36Z [--] followers, [---] engagements "@wonderofscience Orbital launch perspective epicspace economy accelerating fast (RKLB launches ASTS connectivity). Holding space themes in Moonshot for the long ramp. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/2000213700951642184) 2025-12-14T14:38Z [--] followers, [---] engagements "@latestinspace Supernova first milliseconds capture wildspace tech advancing to grab it (RKLB engines ASTS orbital data). Stacking space plays in Moonshot baskets. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/2000213944317682111) 2025-12-14T14:39Z [--] followers, [---] engagements "Locked in time perfectgenerational wealth builds when others lose interest. Personal baskets compounding quiet since Nov [--] $QBTS add queued Monday for quantum production traction. Discipline wins the transfer. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/2000225401654673860) 2025-12-14T15:24Z [--] followers, [---] engagements "Post-08 fiscal parallel interestinglow rates sending risk assets higher while borrow costs drop. Quantum optimization could accelerate efficiency in the next cycle. Holding quantum core in Moonshot baskets. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/2000225648267215308) 2025-12-14T15:25Z [--] followers, [--] engagements "@AdeptMarket ONGC undervalued play on crude rise solidenergy the quiet backbone. Quantum optimization for grid/logistics could multiply gains long-term. Holding quantum themes in Moonshot baskets. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/2000225895718732207) 2025-12-14T15:26Z [--] followers, [----] engagements "50-day MA retest classic entrysupport holds and that 88% upside plays out clean on $ASTS resilient DoD broadband ramp. Similar setup in $RKLB (Neutron + hypersonics/SDA contracts)launch + systems dominance defense tailwinds de-risking the commercial moon. Personal baskets compounding quiet since Nov [--]. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee" [X Link](https://x.com/OpLowcountry/status/2000226778317525393) 2025-12-14T15:30Z [--] followers, [---] engagements "Dockside Lunch Dispatch Cainhoy SC December [--] [----] One pot. One pan. Zero weakness. Todays conquest: Lowcountry Bourbon Alfredo Thunder Linguine Fresh linguine boiled in aggressively salted water (salty like the Cooper River at high tide) Sauce built in screaming-hot cast iron: rendered country ham bits crisped until the fat renders and the kitchen smells like victory Shallots and garlic smashed in until fragrant Heavy pour of good Kentucky bourbonflamb that flame-up like $NVDA on earnings day (the bourbon burns off the booze leaving behind caramel sweetness subtle oak smoke and nutty depth" [X Link](https://x.com/OpLowcountry/status/2000238661367910670) 2025-12-14T16:17Z [--] followers, [--] engagements "@SawyerMerritt 4500+ Robotaxis/week at $25-30k build cost vs Ubers $100k+ annual driver expense per car. Moat isnt wideits an ocean. Unsupervised live $TSLA scaling while market rotates out of overbought tech. Stays long πππ€" [X Link](https://x.com/OpLowcountry/status/2000269371692748810) 2025-12-14T18:19Z [--] followers, [---] engagements "@MrMikeInvesting $ASTS squeezing past $150 after SpaceX partnership validationdirect-to-cell satellite network finally priced in. Short interest still 20%+ rotation flowing into space infra while Mag [--] takes profit. Generational setup building. πππ" [X Link](https://x.com/OpLowcountry/status/2000269601460945354) 2025-12-14T18:20Z [--] followers, [---] engagements "Sneak peek from the upcoming Cainhoy cookbook cocktail chapter ππ₯ The Lowcountry Boulevardier Bourbon's rich embrace meets Campari's bold bite and vermouth's herbal kissstirred to velvet perfection. Elegance in amber no Old Fashioned in sight. Who's ready for this royal pour π Quick Recipe: [--] oz good bourbon (Blantons or E.H. Taylor for that caramel royalty) [--] oz sweet vermouth (Carpano Antica if youre feeling fancy) [--] oz Campari Garnish: Wide orange peel expressed and twisted Stir over ice [--] seconds strain into a chilled coupe (or over a big rock). Express orange peel for aroma. This" [X Link](https://x.com/OpLowcountry/status/2000340309796851925) 2025-12-14T23:01Z [---] followers, [--] engagements "$BULL (Bullfrog AI - $BFRG) at $1.24 after peaking over $9 earlier this year yeah that's a textbook "can't catch a break" chart. Multi-year downtrend intact hugging that red line like it's glued volume drying up no real catalysts landing yet despite the AI/biotech partnerships. The irony of a ticker literally called $BULL being down 85%+ YTD is peak market cruelty π. We steer clear of these micro-cap lottery tickets too much dilution risk insider sells and hype cycles that fizzle. Stick to conviction names with real revenue ramps and moats ($TSLA remains our heaviest for a reason). Solid" [X Link](https://x.com/OpLowcountry/status/2000438211470913590) 2025-12-15T05:30Z [--] followers, [---] engagements "@Cat_States (Dr. Hugh Bitt) calls quantum valuations "still crazy"defends $IONQ lead but roasts $QBTS/$RGTI caps hard. Real snark on the asymmetry" [X Link](https://x.com/OpLowcountry/status/2000583916873257389) 2025-12-15T15:09Z [--] followers, [---] engagements "@commonsenseplay Red mornings like this Pure inventory for the throne. Moonshot sleeve ($IONQ $RGTI $QBTS core) locked heavyhardware/DoD edges printing silent while herd rotates out. Weakness gets hunted disciplined. Lifesaver holding the float unbreakable. [-----] rises eternal. ππ¬π" [X Link](https://x.com/OpLowcountry/status/2000585611036561615) 2025-12-15T15:15Z [--] followers, [---] engagements "Valuations test convictionexactly why we layered the trio deep in Moonshot. $IONQ leads ecosystem $QBTS owns annealing moat (DoD printing) $RGTI scales superconducting. Lumpy rev Eat it. Decade compound loading while herd questions caps on red days. We own the asymmetry. ππ¬π₯" [X Link](https://x.com/OpLowcountry/status/2000586123488432265) 2025-12-15T15:17Z [--] followers, [---] engagements "@WalIlStBuyDip $IONQ holding firm while $RGTI flushes low-volumeclassic sector test. Own both (plus $QBTS) core in Moonshot: real hardware supremacy vs classical limits. Not hype regime shift. Weakness Throne inventory claimed disciplined. QuBits load eternal. ππ¬π" [X Link](https://x.com/OpLowcountry/status/2000586370826273053) 2025-12-15T15:18Z [--] followers, [---] engagements "Dockside Lunch Dispatch Cainhoy Throne Wando River December [--] [----] Cast iron screaming. Glaze loading. Zero weakness. Todays conquest: Lowcountry Bourbon-Glazed Brisket Sandwich Thunder Freeze knifing the marsh hardno outdoor fire today. Throne moves indoors: oven low and slow for the pull cast iron finish for the sear and glaze flare. Beef brisket flat (or point for richer edge) rubbed heavysalt coarse pepper garlic smoked paprikawrapped tight roasted slow till it surrenders with a fork tug. Glaze hits silent and deep: fine Kentucky bourbon essence reduced thick with local honey smashed" [X Link](https://x.com/OpLowcountry/status/2000603183727464564) 2025-12-15T16:25Z [--] followers, [--] engagements "(worrying quantum computers will hack stocks/exchanges soon): "Quantum threat real but years outpost-quantum crypto already layering in (NIST standards live). Own $IONQ/$RGTI/$QBTS core in Moonshot: building the supremacy not fearing it. Herd panics on inevitability; throne compounds the edges silent. Decade shift loading. ππ¬π My Opinion DYOR risk is real" [X Link](https://x.com/OpLowcountry/status/2000622083970367906) 2025-12-15T17:40Z [--] followers, [---] engagements "Quantum-safe base layer smartEVM compatible survival play. Ties perfect to Moonshot hardware core ($IONQ trapped-ion $RGTI superconducting $QBTS annealing): supremacy + security compounds asymmetric. Weakness today Throne hunts inventory disciplined. QuBits eternal. ππ¬π DYOR Risk is real. I own these positions" [X Link](https://x.com/OpLowcountry/status/2000622561672188191) 2025-12-15T17:42Z [--] followers, [---] engagements "Grassroot QC edges interestingcompare to listed leaders printing DoD/hardware now. Own $IONQ/$RGTI/$QBTS heavy in Moonshot: real supremacy stacking not slides. Valuation tests conviction; red mornings forge the compound. We own the decade not the hype. ππ¬π₯not advertisement dyor. Risk is real" [X Link](https://x.com/OpLowcountry/status/2000622998999519690) 2025-12-15T17:44Z [--] followers, [--] engagements "Quantum Edge: The Next Compute Throne Why $QBTS Just Got Layered In Cainhoy Dockside Intel Wando River Black December [--] [----] Frost lifting off the spartina tide pulling slow and dark sun hitting the marsh gold like a qubit firing clean. Coffee scalding screen glowing with fresh fills: $QBTS added at open on the flush. Position layered cost basis tightenedquantum annealing supremacy loading silent DoD edges printing. No chase. Just execution in the red-tick chop. Pulled the MarketWatch drop from last week (Britney Nguyen Dec 11)"Looking for the Next Nvidia This Analyst Recommends Quantum" [X Link](https://x.com/OpLowcountry/status/2000647008642552297) 2025-12-15T19:19Z [--] followers, [---] engagements "Red days test the floatherd rotates out while Mizuho's Rakesh slaps Outperform on the core trio ($IONQ PT $90 $RGTI $50 $QBTS $46). $15B TAM by [----] annealing/ion/superconducting supremacy loading silent. Own heavy in Moonshot: hardware/DoD printing lumpy rev eaten. Weakness Throne inventory claimed disciplined. [-----] rises eternal. ππ¬π" [X Link](https://x.com/OpLowcountry/status/2000648937254879434) 2025-12-15T19:27Z [--] followers, [---] engagements "Momentum tests conviction$RGTI holding key Fib while Mizuho PT $50 (91% upside) on superconducting scale beast ($450M war chest to 2030). Own core with $IONQ/$QBTS in Moonshot: real 99.8% fidelity gates stacking not slides. Lose the level More inventory for the throne. Red mornings forge the compound. We dictate terms. ππ¬π" [X Link](https://x.com/OpLowcountry/status/2000649236116119972) 2025-12-15T19:28Z [--] followers, [---] engagements "Quantum-safe comms edges smart$QNC.V QRNG testing real-world bulletproofing crypto threats. Ties pristine to Moonshot hardware core ($IONQ trapped-ion purity $RGTI superconducting $QBTS annealing moat): supremacy + security compounds asymmetric. Early adopters hunt silent. Throne owns the decade shift. ππ¬π₯" [X Link](https://x.com/OpLowcountry/status/2000649890565931189) 2025-12-15T19:31Z [--] followers, [---] engagements "Crypto-agile security smartAgilex FPGAs ready for quantum adversaries. Own the hardware side heavy in Moonshot ($IONQ trapped-ion purity $RGTI superconducting 99.8% fidelity $QBTS annealing DoD printing). Mizuho Outperform trio with $15B TAM by [----]. Supremacy + protection compounds asymmetric. Throne hunts the full stack. ππ¬β‘ NFA. Positions held personally across Moonshot basket. Skin deep in the game. DYOR. Risk of principal real as the bleed" [X Link](https://x.com/OpLowcountry/status/2000680286116630541) 2025-12-15T21:32Z [--] followers, [---] engagements "Quranium quantum-secure L1 edges realSLH-DSA/ML-KEM core. Ties perfect to Moonshot hardware ($IONQ/$RGTI/$QBTS): post-quantum crypto + annealing/ion/superconducting supremacy. Mizuho sees $205B market decade out. Own the chain skin-deepfuture-proof compound loading silent. [-----] rises eternal. ππ¬π₯ NFA. Positions held personally across Moonshot basket. Skin deep in the game. DYOR. Risk of principal real as the bleed. https://twitter.com/i/web/status/2000680938527748558 https://twitter.com/i/web/status/2000680938527748558" [X Link](https://x.com/OpLowcountry/status/2000680938527748558) 2025-12-15T21:34Z [---] followers, [--] engagements "Goodnight from the Dock. Wando calm tonight tide whispering secrets to the pilings. Quantum bleed flushed weak hands todayMoonshot core reloaded silent ($IONQ/$RGTI/$QBTS skin deeper on red candles). Power stack held firm; Lifesaver dividends compounding while the market chops. Red days forge the throne. Baskets green overall. Sleep well brothers. Tomorrow we hunt the next regime shift disciplined. King of Cainhoy out. ππ₯ #Wildfire100baggers #MoonshotSupremacy #Lowcountry" [X Link](https://x.com/OpLowcountry/status/2000732785451930018) 2025-12-16T01:00Z [--] followers, [--] engagements "Dockside Strike Report Tuesday December [--] [----] Market Open The data landed clean. Dip got bought. Relief rally engaged. Lowcountry Wildfire Basket just added firepower at the open: $500 $IONQ (Jefferies fresh Buy + $100 PT = quantum dominance loading) $500 $QBTS (Jefferies Buy + $45 PT = asymmetric rocket fuel) $500 $RGTI (patient coil $30 PT runway intact) Total quantum layer: $1500 stacked on conviction. We don't chase highs. We load dips with catalysts. Coils tight. Horizon long. The marsh is glowing. The tape is bidding. The future is quantum. We watch. We stack. We rule. #KingofCainhoy" [X Link](https://x.com/OpLowcountry/status/2000931092216316238) 2025-12-16T14:08Z [--] followers, [---] engagements "Advantage2 commercial now + annealing ecosystem rzgrlar = $45 PT rocket fuel confirmed. Lowcountry executed trinity strikes at open layered $QUBT this morning on the laggard dip (Strong Buy photonics monster) heavy watch on $ARQQpost-quantum encryption deals flowing quiet while priced low analysts seeing $60+ ignored. Asymmetry loading hard today. #LowcountryWildfire #QuantumCoils DYOR - RISK IS REAL - NFA - I am long these positions" [X Link](https://x.com/OpLowcountry/status/2000947624921210886) 2025-12-16T15:14Z [--] followers, [--] engagements "Dockside Dispatch Quantum Tech Analysis Just Dropped β‘ The full technical breakdown on the quantum trinity + the undervalued shadow is now live on Substack free for the realm. $IONQ $QBTS $RGTI $QUBT Jefferies catalyst hit today: Buy $IONQ @ $100 PT Buy $QBTS @ $45 PT Hold $RGTI @ $30 PT We loaded all four this morning on the dip. Coils unloading exactly as the marsh called it. Charts levels indicators dockside reads all there. Read it here: The future isnt coming. Its compounding. #KingofCainhoy #LowcountryWildfire #QuantumCoils π https://oplowcountry.substack.com" [X Link](https://x.com/OpLowcountry/status/2000956112430825562) 2025-12-16T15:48Z [--] followers, [--] engagements "That trapped-ion roadmap to 80k logical qubits by [----] + widening ecosystem (networking/sensing/space) = the exact asymmetry the marsh has been coiling on. Lowcountry just dropped the full dockside technical breakdown on $IONQ $QBTS $RGTI + undervalued $QUBT shadowcharts key levels indicators live. Coils unloading today. #QuantumCoils #LowcountryWildfire DYOR - RISK IS REAL - NFA - I am long these positions https://oplowcountry.substack.com https://oplowcountry.substack.com" [X Link](https://x.com/OpLowcountry/status/2000958400503378160) 2025-12-16T15:57Z [--] followers, [---] engagements "Solid list of street targetsbig money's betting heavy on payments ($MA $V $FOUR $ICE) data moats ($SPGI $MSCI) and enterprise software ($CRM $NOW $ADBE) compounding into [----]. $NVDA at $250 still feels like the crowd pricing yesterday's AI capex wave not tomorrow's margin reality The real asymmetry isn't in these consensus namesit's in the verticals the street's late to. Quantum pure-plays (trinity $IONQ $QBTS $RGTI + undervalued $QUBT) just got Jefferies initiation today with $100/$45/$30 PTs and average upside north of 100%. Fault-tolerance + commercial annealing loading while priced like" [X Link](https://x.com/OpLowcountry/status/2000970774803313105) 2025-12-16T16:46Z [--] followers, [---] engagements "Jefferies $100 PT aligning with the trapped-ion dominance the marsh coiled on early. Lowcountry loaded trinity + $QUBT shadow todayfull dockside tech breakdown (charts/levels/indicators) live free: #QuantumCoils #LowcountryWildfire DYOR - RISK IS REAL - NFA - I am long these positions https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com" [X Link](https://x.com/OpLowcountry/status/2000983571247280196) 2025-12-16T17:37Z [--] followers, [--] engagements "Measurable ROI on annealing production workloads = the quiet validation Jefferies stamped today ($45 PT on QBTS). Cainhoy coils tight in trinity + QUBT laggardquantum's business trajectory loading while priced pre-inflection. Substack dispatch: #LowcountryWildfire DYOR - RISK IS REAL - NFA - I am long these positions https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com" [X Link](https://x.com/OpLowcountry/status/2000984422678757856) 2025-12-16T17:40Z [--] followers, [--] engagements "Triple $100 PT cluster (Rosenblatt/Jefferies/B. Riley) screaming conviction while street lags. Lowcountry Wildfire Basket heavier todaycoils unloading on catalyst. Dockside breakdown live: #KingofCainhoy DYOR - RISK IS REAL - NFA - I am long these positions" https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com" [X Link](https://x.com/OpLowcountry/status/2000984939131449498) 2025-12-16T17:42Z [---] followers, [--] engagements "@epictrades1 Triple initiation firing shotsLowcountry layered $500 each in IONQ/QBTS/RGTI + QUBT shadow at open. Asymmetry intact while priced low. Full charts/levels: #QuantumCoils #LowcountryWildfire DYOR - RISK IS REAL - NFA - I am long these positions https://oplowcountry.substack.com https://oplowcountry.substack.com" [X Link](https://x.com/OpLowcountry/status/2000986594069881072) 2025-12-16T17:49Z [--] followers, [--] engagements "Quantum Coils Just Unloaded β‘ Jefferies dropped initiation on the trinity today: $IONQ Buy $100 PT $QBTS Buy $45 PT $RGTI Hold $30 PT Lowcountry stacked all four (including undervalued $QUBT shadow) at open. Full dockside technical breakdowncharts key levels RSI/MACD patternslive free on Substack. Thread π #QuantumCoils #LowcountryWildfire π https://oplowcountry.substack.com https://oplowcountry.substack.com" [X Link](https://x.com/OpLowcountry/status/2000986738697576731) 2025-12-16T17:49Z [--] followers, [---] engagements "$IONQ Trapped-Ion Kingpin Current $4748 Support $4146 (50-day hold) Resistance $55+ Jefferies $100 PT = 110% upside RSI neutral MACD curling bullish Breakout from consolidation loading Coils tightest here. #KingofCainhoy" [X Link](https://x.com/OpLowcountry/status/2000987772182782291) 2025-12-16T17:53Z [--] followers, [--] engagements "$QBTS Annealing Rocket Fuel Current $2425 Support $2022 Resistance $3045 Jefferies $45 PT = 87% upside Inverse H&S holding volume spike on commercial traction Pure asymmetry catching bid. #QuantumCoils" [X Link](https://x.com/OpLowcountry/status/2000988222806249557) 2025-12-16T17:55Z [--] followers, [--] engagements "$RGTI Superconducting Patience Current $2324 Support $2223 Jefferies $30 PT = 30% runway Higher lows intact needs sector rotation confirmation Most patientexecution risks real upside intact. $QUBT shadow laggard screaming disconnect ($11 avg PT $23.67) #LowcountryWildfire" [X Link](https://x.com/OpLowcountry/status/2000988853746942456) 2025-12-16T17:58Z [--] followers, [--] engagements "Quantum isn't hypeit's infrastructure pre-inflection. Jefferies put the realm on notice. We coiled early. Read the full free dispatch (no paywall): Paid alpha (exclusive strikes full recipes cookbook previews) loading soon. The marsh compounds quiet. We watch. We stack. We rule. #KingofCainhoy ππ https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com" [X Link](https://x.com/OpLowcountry/status/2000989351161876866) 2025-12-16T18:00Z [--] followers, [--] engagements "Bear market over when $IONQ dips below $30 Jefferies just slapped a $100 PT on it this morningthat's 110% upside from here while the tape digests. Lowcountry loaded the dip yesterday; coils unloading green today. Marsh called the talents early. #QuantumCoils #LowcountryWildfire DYOR - RISK IS REAL - NFA - I am long IONQ" [X Link](https://x.com/OpLowcountry/status/2000997695469519231) 2025-12-16T18:33Z [--] followers, [--] engagements "Goodnight Dispatch from the Dock December [--] [----] Moons up over the marsh tide running quiet. Jefferies spoke at dawnthree calls three coils snapped loose. $IONQ $QBTS $RGTI got the streets blessing and the tape answered green. Wildfire burned bright. Moonshot stacked silent gains. Rainmaker kept the cash flowing. Lifesaver held the line like always. We called it months ago. We loaded it early. We flooded the timeline clean. System ruled another day. Lights out on the dock. Coils reset for tomorrow. Goodnight Lowcountry. The King of Cainhoy sleeps with one eye open. #KingofCainhoy" [X Link](https://x.com/OpLowcountry/status/2001097014713422035) 2025-12-17T01:08Z [--] followers, [---] engagements "@TacosdeTony Salt air's thick in Cainhoy tonight brother. Jefferies unloaded real ink yesterdayKevin Garrigan initiating IONQ Buy/$100 QBTS Buy/$45 RGTI Hold/$30. Street-high targets on the leaders implying 100%+ upside on IONQ alone from here. You say no science degree needed Fair hitGarrigan's background is Economics/Psychology from JMU finance track since [----]. But top tech analysts rarely hold PhDs in the underlying physics; they model roadmaps adoption curves and commercial traction. Wall Street pays for revenue forecasts not qubit derivations. Those LAZR/INVZ calls LIDAR hype peaked and" [X Link](https://x.com/OpLowcountry/status/2001099106417074664) 2025-12-17T01:16Z [--] followers, [--] engagements "You're mistakenextreme revenue multiples are the hallmark of transformative tech at inception. Snowflake debuted at 174x trailing sales in 2020; Zoom crested 85x during its [----] surge. TSLA routinely hit 20-30x forward P/S amid EV ascendancy; NVDA traded 8-12x forward pre-AI dominance. Quantum mirrors these: IONQ's 225x trailing (on $80M TTM revenue $18B cap) is par for moonshot infra with gov contracts hyperscaler ties and exponential upside. Multiples compress as revenue scaleshistory's lesson for shorts. Your bearish throne crumbles; the quantum realm bows to none. No further discourse" [X Link](https://x.com/OpLowcountry/status/2001102421670424576) 2025-12-17T01:29Z [--] followers, [--] engagements "Peloton was a pandemic-fueled fitness gimmick with no moatbikes gathering dust once gyms reopened. Quantum It's foundational infrastructure reshaping AI crypto and pharma backed by billions in gov funding and hyperscaler deals. You're the one echoing the shorts who trashed Amazon at 21x revenue in '99 or Yahoo at 169x during dot-com peaks. Sure bubbles burst but winners like those printed fortunes. IONQ's 160x forward isn't "BS"it's the price of paradigm shifts. Crown stays with the kings spotting the next wave not the fools paddling against it. No rebuttal necessary. π" [X Link](https://x.com/OpLowcountry/status/2001104341084594516) 2025-12-17T01:37Z [--] followers, [--] engagements "SPACs aren't inherently scams they're efficient vehicles for emerging tech with lockups preventing your "immediate 90% liquidation" myth. For IonQ's dMY merger sponsors faced 180-day holds extendable to [---] with earn-outs tied to $12+ price triggers post-150 days. No mass dump; shares vested gradually. Snowflake NVDA Tesla had IPOs in different eras but quantum's bleeding-edgeSPACs drew PIPE from Fidelity Silver Lake aligning long-term. Founders like Chapman hold millions in equity skin in the game intact. Your "scam" screech Echoes bears who faded early Amazon or Google. History crowns the" [X Link](https://x.com/OpLowcountry/status/2001105754539856039) 2025-12-17T01:42Z [--] followers, [--] engagements "I'm getting bored and this is redundant as you provide zero proofjust spamming the same "fraud stock" copypasta across dozens of unrelated threads ignoring actual progress. Factual milestones: IONQ's Aria hit 99.99% two-qubit gate fidelity in [----] up from 99.4% baseline via error correction tech. Azure integration expanded this year for broader access. DoD contracts exceed $100M including $54.5M AFRL for scalable quantum systems. NIST-validated benchmarks outperform competitors. McKinsey projects $1T+ economic impact by [----]. Stock surged 400%+ YTD to $49.67 close on Dec [--] on AQ 64" [X Link](https://x.com/OpLowcountry/status/2001129347076251791) 2025-12-17T03:16Z [--] followers, [--] engagements "Good morning from the private dock in Cainhoy8:30 AM EST sharp fog lifting off the Wando coffee black bell [--] minutes out. Pre-Market Dispatch December [--] [----] Futures ticking modestly higher after yesterday's mixed close (S&P -0.24% Nasdaq +0.23% Dow -0.62%). Current prints: S&P futures +0.3% Nasdaq [---] futures +0.4% Dow futures +0.2% Crude rebounding slightly to $56.10/bbl after multi-year lowsVenezuela sanctions chatter adding noise but energy sector remains the anchor. Quantum sleeve coiled and calm: $IONQ pre-market $49.20 (holding the line off yesterday's $49 close and intraday range" [X Link](https://x.com/OpLowcountry/status/2001286201521676740) 2025-12-17T13:39Z [--] followers, [--] engagements "Dockside Dispatch from Cainhoy: The blockade just lit the marsh fireand satellites saw it weeks ago. Fresh paid exclusive live: Venezuela shadow fleet squeeze seizures ramping heavy crude disruptions hitting refiners hard and why your pump + plate stay bid into [----]. Wildfire update: Energy spreads catching tailwind. Uranium steady amid nuclear escape velocity. Moonshot sleeve: Quantum pullback = buying window while topological/error advances race ahead. Paid eyes get the full oxygen: Live satellite clusters + AIS anomalies Probability radar (65% crude $65 Q1) Exact entry zones for refinery" [X Link](https://x.com/OpLowcountry/status/2001469842038083641) 2025-12-18T01:49Z [--] followers, [--] engagements "@zerohedge Your latest on shadow fleet enforcement lines up perfectly with what the satellites flagged weeks ago off Venezuela. Blockade lit the firerefinery spreads bidding food/freight inflation staying sticky into [----]. Dockside take here if interested: https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire" [X Link](https://x.com/OpLowcountry/status/2001471011544351167) 2025-12-18T01:54Z [--] followers, [---] engagements "@TankerTrackers Your datas been gold on the dark fleet growth. Latest blockade + enforcement heat = heavy crude squeeze hitting refiners. Dockside translation + satellite overlays here: https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire" [X Link](https://x.com/OpLowcountry/status/2001471202628403664) 2025-12-18T01:54Z [--] followers, [---] engagements "Dockside good morning from the private dock Cainhoy. Suns up pink-gold over the Wando pluff mud glowing like banked embers spartina standing tall in the calm tide. Coffees readyheres the clean premarket read from the marsh. Premarket snapshot Futures: Green across the board Nasdaq +0.8% (Micron blowout guidance up 10%+ premarket lifting semis/tech) S&P +0.40.5% Dow modest green Big catalyst: November CPI incoming Consensus: headline 2.72.9% YoY core easing Cooler print = more dovish Fed oxygen Crude: Holding blockade tailwind WTI $56.40 (+1%) Brent $60 Shadow fleet squeeze keeps heavy sour" [X Link](https://x.com/OpLowcountry/status/2001661140607136087) 2025-12-18T14:29Z [--] followers, [--] engagements "Dockside tease from the private dock Cainhoy. Sun climbing high over the Wando pluff mud warm under midday light tape running green on CPI dovish oxygen and Micron AI fire. But the real crown just came out of the oven. Peach-Sorghum Apple Pie Crown of the Orchard Peak Carolina peaches and crisp Granny Smith apples bound in pure sorghum caramel depth. All-butter lattice woven tight shatter-crisp and sparkling with Demerara sugar. Filling balanced sweet-tart-spiced bubbling thick like a perfect breakout. One slice and you understand why the throne demands perfection. This is not pie. This is" [X Link](https://x.com/OpLowcountry/status/2001685453628436949) 2025-12-18T16:06Z [--] followers, [--] engagements "Dockside mid-morning check-in from the private dock Cainhoy. Sun high and steady over the Wando pluff mud warm tape grinding green with no fade yet. CPI dovish oxygen + Micron AI validation still carrying the surgetech/semis leading Nasdaq +1.2% S&P +0.7% no real sellers showing. Four Lowcountry kingdoms all in green ink marching tight. Dry powder deployed this morning (+5% into INSM/ASTS/FCEL on weakness) already paying offlaggards catching bid hard. INSM rebounding clean off the trial miss ASTS space catalysts queuing FCEL quiet energy edge sharpening. No chase. No panic. Just compound the" [X Link](https://x.com/OpLowcountry/status/2001694807509332457) 2025-12-18T16:43Z [--] followers, [--] engagements "Dockside afternoon scan from the private dock Cainhoy. Sun beating down warm on the Wando pluff mud holding the heat tape still grinding higherno real pullback yet. CPI dovish tailwind + Micron AI fire carrying tech/semis strong Nasdaq +1.5% S&P +0.8%. Kingdoms compounding quiet: Dry powder adds (INSM/ASTS/FCEL) paying off harder nowlaggards fully in the bid. Winners running free. Momentum legs solid into close. Santa rally fueling no sellers in sight. Carry steady through the bell yall. The fires holding high. π₯ The King of Cainhoy **Disclosure:** Not financial advice." [X Link](https://x.com/OpLowcountry/status/2001702772006359081) 2025-12-18T17:15Z [--] followers, [--] engagements "While the tape runs green on CPI dovish fire the marsh fire from last night's paid dispatch is still burningblockade heat keeping heavy sour tight refinery spreads bid. Full satellite clusters + probability radar behind the wall: https://open.substack.com/pub/oplowcountry/p/lowcountry-wildfire-dispatch-paidutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/lowcountry-wildfire-dispatch-paidutm_source=share&utm_medium=android&r=6xsvnp" [X Link](https://x.com/OpLowcountry/status/2001707247764660724) 2025-12-18T17:32Z [--] followers, [--] engagements "Dockside afternoon scan from the private dock Cainhoy. Sun beating down warm on the Wando pluff mud holding the heat tape still grinding higherno real pullback yet. CPI dovish tailwind + Micron AI fire carrying tech/semis strong Nasdaq +1.9% S&P +1.3%.b930c5 Kingdoms compounding quiet: Dry powder adds (INSM/ASTS/FCEL) paying off harder nowlaggards fully in the bid. INSM rebounding clean off the trial miss ASTS space catalysts queuing FCEL quiet energy edge sharpening. Momentum legs solid into close. Santa rally fueling no sellers in sight. Carry steady through the bell yall. The fires holding" [X Link](https://x.com/OpLowcountry/status/2001714458410860643) 2025-12-18T18:01Z [--] followers, [--] engagements "@cvpayne CPI dove hard2.7% headline 2.6% core. Dovish oxygen fueling the surge. Dockside read on how it lit the kingdoms: https://open.substack.com/pub/oplowcountry/p/lowcountry-wildfire-dispatch-paidutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/lowcountry-wildfire-dispatch-paidutm_source=share&utm_medium=android&r=6xsvnp" [X Link](https://x.com/OpLowcountry/status/2001719688225567020) 2025-12-18T18:22Z [--] followers, [--] engagements "@Investingcom @Investingcom Lowest core since 2021markets pricing more cuts. Dovish tailwind carrying Nasdaq +1.5%. Shadow fleet squeeze from blockade holding crude bid. Full dispatch on the deeper current: https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire" [X Link](https://x.com/OpLowcountry/status/2001730481407082754) 2025-12-18T19:05Z [--] followers, [---] engagements "@YahooFinance @YahooFinance CPI cooler than feareddovish surprise lighting the tape. Tech/semis roaring energy steady on blockade heat. Lowcountry read on the marsh fire: https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire" [X Link](https://x.com/OpLowcountry/status/2001746837431033984) 2025-12-18T20:10Z [--] followers, [---] engagements "Dockside close from the private dock Cainhoy. Sun dipping low over the Wando pluff mud cooling after a full day's burn spartina settling into twilight hush. Markets rang the bell and closed strong greensurge held all day on CPI dovish surprise (headline 2.7% YoY core 2.6%) + Micron's monster AI validation (HBM sold out through 2026). Final tape December [--] [----] Nasdaq +1.5-1.7% (tech/semis roaring on Micron +12-13%) S&P +0.8-1.1% Dow +0.4-0.6% Crude closed bid on blockade heat: WTI $56.40 (+1%) Brent $60. Four Lowcountry kingdoms finished all green inkwinners running free (Rivian leading the" [X Link](https://x.com/OpLowcountry/status/2001763671861563460) 2025-12-18T21:17Z [--] followers, [--] engagements "Dockside coronation tease from the private dock Cainhoy. The oven just crowned the ultimate sovereign under midday sun. Peach-Sorghum Apple Pie Crown of the Orchard Peak Carolina peaches and crisp Granny Smith apples bound in pure sorghum caramel depth. All-butter lattice woven tight shatter-crisp and sparkling with Demerara sugar. Filling balanced sweet-tart-spiced bubbling thick like a perfect breakout. One slice and you understand why the throne demands perfection. This is not pie. This is coronation. Full royal recipe drops tomorrow paid exclusiveexact measurements pro tips maceration" [X Link](https://x.com/OpLowcountry/status/2001797639659049183) 2025-12-18T23:32Z [--] followers, [--] engagements "Dockside good morning from the private dock Cainhoy. Sun cracking the horizon pink-gold over the Wando pluff mud glowing like fresh embers spartina standing sentinel in the calm tide. Coffee brewing stronghere's the clean premarket read while the tape warms up. Premarket snapshot December [--] [----] Futures: Mildly green extending yesterday's momentum Nasdaq +0.4% (tech holding bid on Micron spillover) S&P +0.2% Dow flat Quiet calendar: Final U Michigan sentiment at [--] AM ETno big data bombs. Yesterday's CPI dovish tailwind + Micron AI validation still fueling. Crude: Steady bid on blockade heat" [X Link](https://x.com/OpLowcountry/status/2001995856564883719) 2025-12-19T12:39Z [--] followers, [--] engagements "Dockside market pulse from the private dock Cainhoy. Market just openedtape starting mild green extending yesterday's surge on lingering CPI dovish tailwind + Micron AI validation spillover. No big bombs pre-open quiet calendar today. Early open pulse December [--] [----] (9:40 AM ET) Nasdaq +0.5% (tech/semis holding strong) S&P +0.3% Dow flat to +0.1% Crude steady bid: WTI $56.40 (+0.5%) Brent $60. Kingdoms compounding quietWildfire buy-in at open executed clean into the laggards. Winners extending. No fade yet. Santa rally legs holding. Carry sharp through the day yall. The fires climbing" [X Link](https://x.com/OpLowcountry/status/2002029484485062812) 2025-12-19T14:53Z [--] followers, [--] engagements "@zerohedge Citadel's pillars spot onearly [----] shaping up dovish. Yesterday's CPI surprise still fueling the surge today. Blockade heat adding crude tailwind too. Dockside read on the marsh fire: https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire" [X Link](https://x.com/OpLowcountry/status/2002032112468140308) 2025-12-19T15:03Z [--] followers, [--] engagements "Dockside coronation from the private dock Cainhoy. The oven crowned the sovereign today. Peach-Sorghum Apple Pie Crown of the Orchard Peak Carolina peaches and crisp Granny Smith apples bound in pure sorghum caramel depth. All-butter lattice woven tight shatter-crisp and sparkling with Demerara sugar. Filling balanced sweet-tart-spiced bubbling thick like a perfect breakout. One slice and you understand why the throne demands perfection. This is not pie. This is coronation. Full royal recipe live paid exclusiveexact measurements pro tips maceration secrets timeline locked. Free readers caught" [X Link](https://x.com/OpLowcountry/status/2002044914608001033) 2025-12-19T15:54Z [--] followers, [--] engagements "@_donutninja that sorghum-glazed biscuit throne is a morning conquest worthy of the Lowcountry dock If your realm craves dessert elevation behold the King's Peach-Sorghum Apple Piecrisp lattice caramel depths 10/10 glory. Claim it here: ππ #LowcountryRoyalty https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp" [X Link](https://x.com/OpLowcountry/status/2002069766673215804) 2025-12-19T17:33Z [--] followers, [--] engagements "Dockside midday pulse from the private dock Cainhoy. Sun high over the Wando pluff mud warm tape holding market plusgreen extending with no fade yet. CPI dovish tailwind + Micron AI validation still fueling tech/semis Nasdaq +1.0% S&P +0.6%. Kingdoms compounding quietwinners running free laggards catching bid hard after this morning's opening buys: dry powder deployed into INSM (rebound off trial miss) ASTS (space catalysts queuing) BLDP (PEM fuel cell edge) MARA (mining leverage). No chase. No panic. Just compound the throne on relative dips while the winners run. Momentum legs solid into" [X Link](https://x.com/OpLowcountry/status/2002080253842165919) 2025-12-19T18:15Z [--] followers, [--] engagements "@tasteofhome Mini pies cute but full coronation biggerPeach-Sorghum Apple Pie with sorghum caramel depth and shatter-crisp lattice. Full royal recipe paid exclusive live: https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp" [X Link](https://x.com/OpLowcountry/status/2002098728845606990) 2025-12-19T19:28Z [--] followers, [--] engagements "@_donutninja Own-grown peaches in a sourdough crust That's throne-level right there. The sorghum caramel depth hits differentpeak Lowcountry coronation. There are several free recipies on my substack as well. Let me know what you think" [X Link](https://x.com/OpLowcountry/status/2002100747073434008) 2025-12-19T19:36Z [--] followers, [--] engagements "@CalOccupied @TRHLofficial @Southern_Living Southern bounty crownedPeach-Sorghum Apple Pie with sorghum caramel soul and shatter-crisp lattice. Full royal recipe paid exclusive live: https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp" [X Link](https://x.com/OpLowcountry/status/2002103371642380380) 2025-12-19T19:46Z [--] followers, [--] engagements "@_donutninja Christmas feast sounding absolute throne-levelroast duck with cherry port reduction green bean almondine w/bacon copycat Texas Roadhouse rolls. That's pure fire. Enjoy every bite π₯definitely be intrested in the pie" [X Link](https://x.com/OpLowcountry/status/2002106003517747358) 2025-12-19T19:57Z [--] followers, [--] engagements "Dockside close from the private dock Cainhoy. Sun dipping low over the Wando pluff mud cooling after a full day's burn spartina settling into twilight hush. Markets rang the bell and closed strong greensurge held all day on CPI dovish surprise (headline 2.7% YoY core 2.6%) + Micron's monster AI validation (HBM sold out through 2026). Final tape December [--] [----] Nasdaq +1.5-1.7% (tech/semis roaring on $MU +12-13%) S&P +0.8-1.1% Dow +0.4-0.6% Crude closed bid on blockade heat: $WTI $56.40 (+1%) Brent $60. Four Lowcountry porfolios finished all green inkwinners running free ($RIVN leading the" [X Link](https://x.com/OpLowcountry/status/2002127499262640454) 2025-12-19T21:22Z [--] followers, [--] engagements "Saturday Dispatch from the Cainhoy private dock markets closed marsh quiet. π Tape closed strong Friday (Dec 19): S&P [---] +0.9% to [----] (weekly +0.1%) Nasdaq +1.3% to [-----] (weekly +0.5%) Dow +0.4% to [-----] (weekly -0.7%) Tech/AI rally returned fireMicron Nvidia led the charge after mid-week volatility. Risk back on Santa rally whispers growing as year-end approaches. Quantum coils held firm: $IONQ closed $48.50 range Jefferies $100 PT still offering 106% upside. Lowcountry remains loaded; marsh called it early. #QuantumCoils π₯ Bitcoin hovering $88K90K amid dipssteady hedge as portfolios" [X Link](https://x.com/OpLowcountry/status/2002386159184347449) 2025-12-20T14:30Z [--] followers, [--] engagements "Dockside Lunch Dispatch December [--] [----] Private dock Cainhoy. Sun high over the Wando. Cast iron screaming. One skillet. Zero weakness. Maximum violence. Lowcountry Bourbon-Cream Shrimp Linguine Wild-caught shrimp seared hard in screaming hot iron edges armored crisp. Linguine tossed in bourbon-spiked cream reductiondeep smoke subtle sweetness garlic roar. Finished with shaved parm crown fresh parsley scatter and Old Bay whisper for marsh bite. First twirl hits harder than weakness turning green. Cream grips the pasta. Shrimp owns the float. Juice runs eternal. [-----] eats first. Portfolios" [X Link](https://x.com/OpLowcountry/status/2002405668892934451) 2025-12-20T15:48Z [--] followers, [--] engagements "Solid year-end checklist. With portfolios compounding into [----] locking higher contribution limits early positions dry powder for quantum/energy dips. Lowcountry watching IONQ roadmap hitsguidance now $106-110M revenue for '25 trapped-ion lead intact. Marsh calls steady accumulation. #QuantumCoils" [X Link](https://x.com/OpLowcountry/status/2002407435873427538) 2025-12-20T15:55Z [--] followers, [--] engagements "Mid-morning lunch from the private dock December [--] [----] Sun high over the Wando winter breeze light. Cast iron screaming hot. One skillet. Zero weakness. Maximum violence. Lowcountry Cowboy Smash Burger Prime beef balls smashed thin lacy edges crisping to armor juices rendering gold. Double patty stacked with aged sharp cheddar melt thick applewood bacon crispy onion rings for crunch pickled jalapeos for bite tangy BBQ sauce glaze and comeback sauce drizzle on butter-toasted brioche. First bite hits harder than weakness turning green. Cheddar grips molten. Bacon snaps salt. Onion rings" [X Link](https://x.com/OpLowcountry/status/2002774983769010547) 2025-12-21T16:15Z [--] followers, [--] engagements "From the private dock December [--] [----] Winter dusk over the Wando. The paid exclusive just launched early The Blockade Lights the Marsh Fire: Part II Deeper geoint shadows: CENTURIES boarded BELLA [--] pursuit Merey frozen mid-Atlantic refinery spreads bidding amid glut clash energy sleeve positioning for [----] chaos (uranium escape velocity + quantum cross-winds). Full alpha unlocked for paid reign only come closer to the throne: [-----] sees first. Marsh unbroken. King of Cainhoy ππ₯ #GeointAlpha #LowcountryWildfire #EnergySleeve" [X Link](https://x.com/OpLowcountry/status/2002891488204554695) 2025-12-21T23:58Z [--] followers, [---] engagements "Lowcountry truth: real moonshots aren't built in conference roomsthey're forged in the fire of relentless execution. $QS still grinding toward that Carolina plant reality solid-state coils tightening while the noise screams 'overhyped.' I've got skin in the game and eyes on the rebuild. The marsh teaches patience but when the tide turns it turns hard. Who's holding through the fog" [X Link](https://x.com/OpLowcountry/status/2002917205617303651) 2025-12-22T01:40Z [--] followers, [---] engagements "Cainhoy dock truth: Factory-direct delivery via unsupervised miles flips the entire ownership gameno dealers no handoffs just the beast rolling up to your door on its own terms. Wildfire basket heavy in the pure autonomy play that's rewriting transport margins. Conviction built for the decade grind while the millions compound quiet. Empire's loading the chamber" [X Link](https://x.com/OpLowcountry/status/2002924610778468594) 2025-12-22T02:10Z [--] followers, [---] engagements "Lowcountry sovereign view: Cybercab sightings stacking in Palo Alto while unsupervised testing logs real-world milespure autonomy coiling tight. Wildfire realm overweight the ecosystem rewriting mobility: no noise no chase just calculated asymmetry sized for the long war. Busy forging the compounder as the future pulls up driverless. In a few years the marsh horizon stretches further. Bourbon raised to the relentless executors" [X Link](https://x.com/OpLowcountry/status/2002926491248574546) 2025-12-22T02:17Z [--] followers, [---] engagements "Goodnight from the private Cainhoy dock. Tides slack under a cold December moon silver line sharp across the black water. Wind off the Wando carries the last trace of oak smoke and salt bite. Channel markers blinking steady in the distance nothing else moving. Glass empty everything down to the essentials: water against the pilings marsh in winter silence realm holding firm. Futures quiet overnight into Mondays open. Thin holiday week ahead volume light moves can come quick. Wildfire basket coiled patient for whatever the bell brings. Sleep hard world. Empire sharpens in the dark. Till the" [X Link](https://x.com/OpLowcountry/status/2002932049611550948) 2025-12-22T02:39Z [--] followers, [--] engagements "@YahooFinance Gold punching $4400+ and silver eyeing $70best year in decades while equities chase AI highs. Safe-haven bid intact amid thin holiday volume. Watching miners/commodity plays from the dock for Wildfire rotation. Marsh calm on the surg" [X Link](https://x.com/OpLowcountry/status/2003117506882687057) 2025-12-22T14:56Z [--] followers, [--] engagements "@YahooFinance @marketminute Shipping/logistics + banking + gold flagged for '26. Solid call on rotation from overbought tech. Lowcountry empire eyeing transportation/energy exposure. Wildfire basket positioned quiet. Asset owners winning indeed" [X Link](https://x.com/OpLowcountry/status/2003128870451761443) 2025-12-22T15:41Z [--] followers, [----] engagements "Mid-morning dispatch from the private dock Sun climbing high over the marsh Wando mirror-calm in [-----]. Market holding green strong: S&P [----] (+0.6%) Nasdaq +0.9% (AI rebound rollingNVDA/ORCL carrying) Gold/silver records firm. Thin holiday volume letting winners run. Wildfire basket green on the printno chase. Empire building one bite at a time. - King of a Cainhoy #LowcountryWildfire #KingofCainhoy https://twitter.com/i/web/status/2003129514780487735 https://twitter.com/i/web/status/2003129514780487735" [X Link](https://x.com/OpLowcountry/status/2003129514780487735) 2025-12-22T15:44Z [--] followers, [--] engagements "Lunch dispatch from the private dock Midday throne crowned: King of Cainhoy Lowcountry Linguine alle Vongole mussels seared scallops and sweet shrimp in garlicky white wine broth. Lemon bright red pepper heat linguine glossed perfect. Briny shells open scallops crusted golden shrimp just pink. Pure coastal sovereignty. Market green into lunch: S&P +0.6% Nasdaq +0.9% on AI bid commodities firm. Thin volume day disciplined holds paid. Wildfire basket green quiet. Empire building one twirl at a time. -King of Cainhoy DYOR. RISK IS REAL. Full free recipe blueprint now live: Long live the table." [X Link](https://x.com/OpLowcountry/status/2003139522951864358) 2025-12-22T16:24Z [--] followers, [--] engagements "Afternoon dispatch from the private dock Sun high over the marsh Wando still glass in [-----]. Black Shelby Baja parked Ducati gleaming [---] relaxing. Market holding the holiday bid into afternoon: S&P +0.6% Nasdaq +0.9% (AI rebound intactNVDA/ORCL semis carrying) Gold/silver records firm copper strong on data center tailwinds. Thin volume stretching winnersrotation whispers into commodities/energy while tech runs hot. Wildfire basket green quiet disciplined holds paying. No chase. Just calm sovereignty watching the tape from the throne. Evening grill firing soon. Empire building steady. - King" [X Link](https://x.com/OpLowcountry/status/2003185676716589345) 2025-12-22T19:27Z [--] followers, [--] engagements "Spot on with the snake oil vibe. The original promise was peer-to-peer electronic cash without trusted third parties yet today the vast majority of crypto trading volume and liquidity is concentrated on a handful of centralized exchanges (Binance Coinbase Bybit OKX etc.). True decentralization would mean non-custodial wallets and DEXs dominating but convenience speed and leverage keep the herd on CEX. same old custodial risk just with better marketing. The irony is thick: Bitcoin was born to kill intermediaries but the ecosystem rebuilt them faster and shinier. Still early thoughreal adoption" [X Link](https://x.com/OpLowcountry/status/2003194763990958222) 2025-12-22T20:03Z [--] followers, [--] engagements "Late afternoon dispatch from the private dock Sun still high enough to light up the marsh like polished glass out here on the Wando. Shelby and Ducati parked waiting for the ride later. Bourbon on standby. Market's kept its cool all day.no fireworks just steady green on thin holiday volume: S&P sitting +0.6% Nasdaq still out front +0.9% (AI names not giving an inch) Gold comfy above $4430 silver pushing toward $69 Wildfire basket riding the bid easy. No drama no chasejust disciplined holds doing their job. Feels like the tape's in vacation mode too. Saying i got this. Grill warming up soon." [X Link](https://x.com/OpLowcountry/status/2003204046144844028) 2025-12-22T20:40Z [--] followers, [--] engagements "@RaoulGMI @farokh 6-hour beef rag with Rummo is dedication my Cainhoy bourbon-infused rag tonight adds oak-caramel to guanciale/porcini base. Slow milk finish for velvet. Throne-level fuel" [X Link](https://x.com/OpLowcountry/status/2003210277177950379) 2025-12-22T21:05Z [--] followers, [--] engagements "QBTS and IONQ looking coiled for a run again. If they break higher in this thin volume it's full risk-on mode. Wildfire basket watching quantum exposure from the Cainhoy dock disciplined holds ready for the bid. Thoughts on targets if they ignite DYODD risk is real I own the above stocks mentioned" [X Link](https://x.com/OpLowcountry/status/2003212083085672879) 2025-12-22T21:12Z [--] followers, [---] engagements "Good night dispatch from the private dock Marsh gone dark now stars punching through clear over the Wando in [-----]. Quiet enough to hear the tide breathe. Bourbon poured neat grill cooling down from tonight's crown. Day closed green tape steady Wildfire holds strong realm rolling without noise. Tomorrow the sun cracks gold again. Deadlifts calling dispatches firing empire building. Sleep like kings legends. Rise and rule. π₯Unbroken -King of Cainhoy Not advise. DYODD risk is real. #LowcountryWildfire #KingofCainhoy" [X Link](https://x.com/OpLowcountry/status/2003282173470654611) 2025-12-23T01:51Z [--] followers, [--] engagements "Good morning dispatch from the private dock Sun cracking gold over the marsh this morning Wando flat calm [-----] waking slow. Black Shelby Baja gleaming Ducati ready coffee steaming strong. Pre-market futures green quiet risk-on tone carrying into the week. AI names leading the bid quantum watch coiled (QBTS/IONQ/RGTI primed). Commodities firm gold holding records. Wildfire basket positioned calm disciplined holds for the stretch run. Another day to crown the table and the tape. Rise and rule legends. -King of Cainhoy π₯Unbroken #LowcountryWildfire #KingofCainhoy" [X Link](https://x.com/OpLowcountry/status/2003470775353754012) 2025-12-23T14:20Z [--] followers, [--] engagements "Flat futures but the coil stays tight from the dock. Quantum and AI exposure held strong yesterday while majors coasted Wildfire basket positioned calm for whatever the data brings. Thin holiday tape favors the patient. ππ₯ Disclosures: Not financial advice. I hold positions in quantum/AI names including QBTS IONQ RGTI. DYOR" [X Link](https://x.com/OpLowcountry/status/2003482913837351195) 2025-12-23T15:08Z [--] followers, [--] engagements "Everything shared here is earned in real time. Wins posted. Holds posted. Vision posted. Positions held through noise. Machines parked. Marsh breathing. Legacy building. Join if you respect sovereignty. Stay if you build enduring rule. The kingdom stands. The marsh fire spreads steady. Long live the King. ππ₯ #OpLowcountry #Cainhoy" [X Link](https://x.com/OpLowcountry/status/2003495075230241053) 2025-12-23T15:57Z [--] followers, [--] engagements "GOOG leading AMZN lagging classic rotation inside the Mag7. One mans trash becomes treasure when the multiple compresses enough. AWS re-acceleration + tariff noise fading in [----] could flip that red line quick. Wildfire stays patient where the disruptive moats run deepest regardless of YTD rank. Solid chart. ππ₯" [X Link](https://x.com/OpLowcountry/status/2003505303132741974) 2025-12-23T16:37Z [--] followers, [---] engagements "Mid-session dispatch from the private dock December [--] [----]. Thin holiday tape holding quiet green: S&P [---] +0.3% (6896 flirting with fresh records). Nasdaq +0.3%. Majors drifting on low volume classic pre-Christmas calm. Quantum pure-plays digesting yesterday's strong legs (Dec 22): QBTS closed +20% ($32) on CES [----] showcase lock and analyst initiations. IONQ +11%. RGTI +13%. Sector momentum tied to expanding coverage commercial traction and roadmap hype but valuations stretched volatility expected. Broader AI firm: GOOG leading Mag7 YTD (+63%) NVDA solid hyperscalers guiding massive 2026" [X Link](https://x.com/OpLowcountry/status/2003527024413950081) 2025-12-23T18:04Z [--] followers, [--] engagements "SPYI/QQQI 50/50 split is sharp for high monthly cash flow blending S&P stability with Nasdaq growth/volatility premium. Targeting 1315% blended yield in choppy tape while keeping equity exposure. From the private dock: Wildfire portfolio stays pure on disruptive growth conviction (quantum/AI/autonomy roadmaps) generational compounding over capped upside. But for an income sleeve to fund the kingdom steady this blend runs clean. Strong play. Respect the dividend throne. ππ₯ (Disclosures: Not advice. Hold quantum/AI names incl QBTS/IONQ/RGTI. DYOR.)" [X Link](https://x.com/OpLowcountry/status/2003553270015615330) 2025-12-23T19:48Z [--] followers, [---] engagements "Exactly.the incentive asymmetry is the quiet U.S. superpower in quantum. Abroad (China/Europe): centralized billions flow slow through national labs and long-horizon plans. progress real but commercialization lags behind state priorities. U.S.: public equities + private capital + shareholder pressure force execution velocity. IONQ locking AWS/Azure deals RGTI scaling fab QBTS pushing Advantage2 roadmap all fueled by narrative momentum turning into revenue faster than ministry budgets allow. Market forces punish delays reward proof that's why the pure-plays re-rate on milestones while global" [X Link](https://x.com/OpLowcountry/status/2003555693346054146) 2025-12-23T19:57Z [--] followers, [--] engagements "Goodnight dispatch from the private Cainhoy dock. Wando gone ink-black under a thin December moon tide breathing slow against the pilings marsh whispering secrets only the stars hear. Grill's cooled from tonight's sear bourbon glass empty Wildfire basket coiled patient through the thin holiday chop. Day closed steadypositions held firm no noise no weakness. Quantum coils hum quiet Rainmaker dividends compound in the dark. Sleep like kings legends. Rest deep recharge sharp. Tomorrow the sun cracks gold over the pluff mud dispatches fire and the empire sharpens again. Rise and rule unbroken." [X Link](https://x.com/OpLowcountry/status/2003640742053351661) 2025-12-24T01:35Z [--] followers, [--] engagements "@RampCapitalLLC @aubreystrobel Men are simple creatures: steak on the grill bourbon in the glass positions green by close. The rest is just noise. Dockside truth. ππ₯" [X Link](https://x.com/OpLowcountry/status/2003672269604958603) 2025-12-24T03:41Z [--] followers, [--] engagements "Good morning dispatch from the private dock Cainhoy December [--] [----]. Sun cracking gold over the Wando marsh flat calm [-----] waking slow. Coffee steaming strong. Pre-market quiet on thin holiday volume ahead of early close. Futures little changed after yesterday's steady drift majors holding near records low conviction tape. Tech/AI carrying the bid soft quantum sleeve coiled patient (QBTS/IONQ/RGTI digesting recent legs no fireworks yet but roadmap intact). Commodities firm gold near highs. Wildfire basket positioned calm disciplined holds through the stretch Rainmaker compounding in the" [X Link](https://x.com/OpLowcountry/status/2003835839319540193) 2025-12-24T14:31Z [--] followers, [--] engagements "Good morning from the Cainhoy dock. Dec [--] [----] Christmas Eve. Wando crystal clear sun climbing golden over the pines tide steady Lowcountry light perfect. Coffee black grill fired up early smoke rolling. Market update (mid-morning): Premarket futures flat/slightly off (S&P -0.1% Nasdaq -0.2% Dow -0.05%). Yesterday's close held strong: S&P record [----] (+0.46%) Nasdaq +0.57% Dow +0.16% on thin volume. Session ends early at [--] PM ET today full close tomorrow. Quantum coil steady: $ASTS BlueBird [--] in orbit clean (ISRO LVM3 success overnight) largest commercial phased-array deployed in LEO. $IONQ" [X Link](https://x.com/OpLowcountry/status/2003859833959718925) 2025-12-24T16:06Z [--] followers, [--] engagements "@commonsenseplay Quantum red while $SPY greenclassic holiday thin volume dip. Overlooked: QEC papers exploded to 120+ in [----] (vs [--] prior) IonQ KISTI Tempo deal positions it strong. Dispatch has [----] edges if holding through volatility" [X Link](https://x.com/OpLowcountry/status/2003873510230491206) 2025-12-24T17:00Z [--] followers, [---] engagements "Midday Dockside Dispatch Dec [--] [----] Sun high over the Wando marsh gold water deep blue. Christmas Eve middayquiet thin crowds world holding breath. Markets: Holiday half-speed. S&P [---] futures flat/fractional after yesterday's record close [----]. Dow/Nasdaq steady. Volume whisper-thin. Quantum coiled tight. IONQ/QBTS/RGTI eased slightly on profit-takingno fresh breaks but setup intact: IonQ-KISTI 100-qubit Tempo deal finalized Dec [--] (hardware en route hybrid platform for Korea) D-Wave CES [----] showcase locked (Dec [--] annc) annealing wins Bourbon neat catching sun last night's Cohiba spice" [X Link](https://x.com/OpLowcountry/status/2003913707093438775) 2025-12-24T19:40Z [--] followers, [---] engagements "Down here on the dock we got plenty of rural roots mixed with folks from everywhere. Nobody's forcing anyone to live anywhere. People choose their pace their values their neighbors. That's freedom not a problem. Stay sovereign. Don't let the loud ones define the quiet ones. Unbroken π₯ King of Cainhoy π" [X Link](https://x.com/OpLowcountry/status/2003917940769673403) 2025-12-24T19:57Z [--] followers, [---] engagements "From the private dock in Cainhoy December [--] 2025: Christmas Eve golden hour stretching slow. Sun low over the Wando warm amber paths across the flat black water tide easing back over pluff mud without ripple. Marsh grass still palmettos dark against the sky's blue-gold fade. No wind; Lowcountry just breathes. Weathered planks glow soft orange in the dying rays banked embers pulsing faint warmth. Black Ops Shelby truck parked throne-sidestealth black no chrome all midnight menace and lifted aggression (Fox shocks BDS suspension BFGoodrich KO2s dual ram air hood Black Ops badging quiet on the" [X Link](https://x.com/OpLowcountry/status/2003940554598764568) 2025-12-24T21:27Z [--] followers, [--] engagements "From the private dock in Cainhoy Christmas Eve golden hour stretching slow. Sun low over the Wando amber paths on black water tide creeping back quiet. Marsh still palmettos dark no wind. Red [----] Ducati V4 and black Ops Shelby throne-side no flash just coiled guardians. Tonight's free drop: "Banked Low Not Out" Behike + bourbon ritual for red-tape pauses updated [----] thesis (KISTI rolling D-Wave CES locked hybrid moats widening) Wildfire/Rainmaker positions transparent (entries/exits shown) why patience wins as the tide returns silent. No paywall tonightfree for the kingdom. Read reflect" [X Link](https://x.com/OpLowcountry/status/2003950611734176144) 2025-12-24T22:07Z [--] followers, [--] engagements "QBTS/IONQ looking coiled againspot on. Holiday thin volume dips are the marsh sleeping but underlying simmer is real: Tempo to HANKANG partnerships scaling error-correction literature exploding. [----] shows the fire. Reflective piece from the dock on why the thesis waits patient: https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp" [X Link](https://x.com/OpLowcountry/status/2004001604790329424) 2025-12-25T01:29Z [--] followers, [--] engagements "Nailed the [----] QEC explosion (120 papers) talent scarcity (600-700 specialists) and geopolitical racesets [----] as the ignition year for fault-tolerant demos. Red tape today Healthy exhale fire banked. Christmas Eve reflection tying the quiet marsh to quantum momentum: https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp" [X Link](https://x.com/OpLowcountry/status/2004004439921738050) 2025-12-25T01:41Z [--] followers, [--] engagements "$IONQ lagging QQQ on no-news thin trade is classic holiday breathnot structural. Revenue ramps guiding higher hybrid solvers outperforming classical KISTI deal scaling. Coils never loosened; [----] lights it up. Deeper dispatch from the dock on why dips are just the marsh sleeping: https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp" [X Link](https://x.com/OpLowcountry/status/2004005423083331789) 2025-12-25T01:45Z [--] followers, [---] engagements "From the private dock in Cainhoy Christmas night settling slow. MERRY Christmas and goodnight Wando black mirror under a sharpening starfield marsh hushed deeper than silence tide ebbing low. Banked embers glow faint orange Behike [--] smoke curling deliberate bourbon neat warming the glass against the chill. Quantum pure-plays eased further on ghost-volume tape$IONQ/$QBTS/$RGTI breathing red while broader indices etched records in the Santa rally. No fracture just the exhale: KISTI/HANKANG Tempo locked and rolling fidelities pinned at 99.99% QEC papers still exploding from 2025's quiet surge." [X Link](https://x.com/OpLowcountry/status/2004016082177216667) 2025-12-25T02:27Z [--] followers, [--] engagements "Correcting for accuracy: The vessel is CENTURIES IMO [-------] (Panama-flagged VLCC loaded 1.8M bbls Merey-16 at Jos Dec 7-11). Noticed some confusion on the IMO in earlier chatterthanks for the update on her AIS reappearance south of DR heading toward GOLA. Stay safe out there. #OOTT #Tankers" [X Link](https://x.com/OpLowcountry/status/2004045354325418384) 2025-12-25T04:23Z [--] followers, [--] engagements "Good morning from Cainhoy dock. Merry Christmas. Marsh hushed tide turning fire banked warm. Peace settle deep joy rise fierce. Rule unbroken. ππ₯π" [X Link](https://x.com/OpLowcountry/status/2004185259169272219) 2025-12-25T13:39Z [--] followers, [--] engagements "If I can only hold [--] for all of [----] throne picks stay simple: $IONQ pure quantum coils tightening (fidelities QEC KISTI deals incoming) $QBTS annealing edge for real-world optimization scaling fast $NVDA the AI inferno that funds the rest Blackwell/Rubin demand won't quit Wildfire patience: quantum + AI infra convergence. Tide turns slow but fierce. ππ₯ No advice just dock thoughts" [X Link](https://x.com/OpLowcountry/status/2004337787705700564) 2025-12-25T23:45Z [--] followers, [---] engagements "Tide rolling easy eyes on $NU (Nubank). Founders still locked in strongVlez 19.5% equity / 75%+ voting Junqueira adding her stake for unbreakable control post-IPO dual-class. No politics distraction just disciplined scaling. US charter application filed Sept '25 with OCCpatient process ahead but signals long-term global map (beyond 120M+ LatAm customers). Tape quiet today ($16.73$16.80 $80B+ cap YTD beast) low volume grind. Rainmaker vibe here: efficient compounding machine (revenue growth profitability ramp) funding the next legs without chase. Conviction holds through the hush. Unbroken" [X Link](https://x.com/OpLowcountry/status/2004572037826670857) 2025-12-26T15:16Z [--] followers, [---] engagements "@ApollosChariot7 Solid ecosystem play from CainhoyRainmaker dividends compound silent through precious bids like silver's surge. Stack the physical let the throne build. Unbroken. ππ₯ #LowcountryWildfire DYOR" [X Link](https://x.com/OpLowcountry/status/2004575196313952559) 2025-12-26T15:29Z [--] followers, [--] engagements "No single "ticker" chase in Rainmakerfocus steady high-yield payers with metals tailwind (e.g. midstream energy like EPD for dividend throne or miners/ETFs with physical perks if basis-lowering). Silver surge rewards patience + stack. What's your current lane Unbroken. ππ₯ #LowcountryWildfire DYOR" [X Link](https://x.com/OpLowcountry/status/2004586862103441853) 2025-12-26T16:15Z [--] followers, [--] engagements "The bid's realsilver smashing $75+ highs gold firm above $4500 metals on structural tailwind (safe-haven flows Fed easing bets). Rainmaker sleeve compounds silent here: high-yield payers + physical stack for unbreakable basis. No hype just patience paying. What's your favorite metals play ππ₯ #LowcountryWildfire DYOR NFA" [X Link](https://x.com/OpLowcountry/status/2004599115380871439) 2025-12-26T17:04Z [--] followers, [--] engagements "@SpacBobby From Cainhoy: RKLB's SDA prime win ($816M+) + Neutron path loading real re-rate potential. Moonshot sleeve watches these asymmetry legs patientno FOMO into strength. Golden Dome tailwind structural Conviction holds. ππ₯ #LowcountryWildfire DYOR NFA" [X Link](https://x.com/OpLowcountry/status/2004609354847367589) 2025-12-26T17:44Z [--] followers, [---] engagements "@TheApeOfGoldST Solid silver junior lineupbid strong with spot $74. Rainmaker sleeve watches metals tailwind patient no chase into juniors. Physical stack lowers basis; paper plays compound when conviction aligns. What's your top pick here Unbroken. ππ₯ #LowcountryWildfire DYOR NFA" [X Link](https://x.com/OpLowcountry/status/2004609799867248914) 2025-12-26T17:46Z [--] followers, [---] engagements "Solid contrarian call on healthcare for '26sector wrecked while tech ripped ATHs. UNH crushed on Medicare chaos/MLR spikes HIMS volatile from GLP-1 lawsuits/competition MRK lagging China sales NVO down 40% losing obesity ground to LLY. But reversal setup looks real: premium hikes fixing margins reg easing cost cuts and NVO's oral Wegovy pill (FDA approved Dec [--] launching early '26) as a big catalyst to claw back share. Oversold and beatenpatience could reward. Lifesaver basket eyes these for ballast; no chase just coiled conviction. Agree on the bounce potentialNVO pill the key trigger ππ₯" [X Link](https://x.com/OpLowcountry/status/2004621010734383151) 2025-12-26T18:31Z [--] followers, [--] engagements "Baratz lays it out crystal clear: annealing quantum is already delivering where it counts. D-Wave's system crushed that magnetic materials sim in minutes at just [--] kW. Frontier-class supercomputer Nearly one million years + more electricity than the world burns in a year. That's real peer-reviewed advantage from Science not tomorrow's promise. Hybrid-ready now carving real efficiency into AI's power beast before it swallows everything. Coils tightening. Line held sovereign. Big fan of this path. Rise slow. Rule deep. Sustainably. π₯Unbroken - King of Cainhoy #KingofCainhoy #Lowcountry" [X Link](https://x.com/OpLowcountry/status/2004642975054508242) 2025-12-26T19:58Z [--] followers, [---] engagements "Dockside dispatch Private dock Cainhoy. December [--] [----]. Post-Christmas stillness over the Wando. Water like black glass stars holding court. Throne secured bourbon steady tape running quiet but clear. D-Wave's CEO Dr. Alan Baratz drops the hammer in Fast Company: annealing quantum computing offers a direct path to energy-efficient AI. The hard proof "A breakthrough published in Science demonstrated that our D-Wave quantum computer solved a magnetic materials simulation problem in minutes using just [--] kilowatts of power." Classical supercomputersthink Frontier at Oak Ridgewould need nearly" [X Link](https://x.com/OpLowcountry/status/2004643385353609290) 2025-12-26T20:00Z [---] followers, [--] engagements "Lowcountry respectyour mom's shrimp and grits looks like dockside royalty. Over the marsh we just dropped a full blueprint for "From the Private Dock: Lowcountry Ribeye Cap with Blackened Shrimp and Bourbon-Andouille Pan Sauce." Seared steak fiery shrimp bourbon depththrone-worthy Southern fire. Free on Substack: ππ₯π₯© What's your twist on blackened shrimp https://oplowcountry.substack.com/ https://oplowcountry.substack.com/" [X Link](https://x.com/OpLowcountry/status/2004717641228059094) 2025-12-27T00:55Z [--] followers, [--] engagements "Chef Pan's Khao Man Gai hits that family-recipe soulLowcountry pride in every bite. From Cainhoy dock: our "From the Private Dock: Lowcountry Ribeye Cap with Blackened Shrimp and Bourbon-Andouille Pan Sauce" blends steak sear shrimp fire and bourbon sauce roar. Inspiring multi-layer depth. Free Substack read: ππ₯π€ Thoughts on bourbon in pan sauces https://oplowcountry.substack.com/ https://oplowcountry.substack.com/" [X Link](https://x.com/OpLowcountry/status/2004718440930488596) 2025-12-27T00:58Z [--] followers, [--] engagements "Myrtle Beach's Lowcountry gems shineboardwalk to chef-driven fire. Dockside from Cainhoy: "From the Private Dock: Lowcountry Ribeye Cap with Blackened Shrimp and Bourbon-Andouille Pan Sauce" crowns steak with shrimp heat and bourbon depth. Throne-level Southern indulgence. Free on Substack: ππ₯π₯ What's your favorite Lowcountry twist https://oplowcountry.substack.com/ https://oplowcountry.substack.com/" [X Link](https://x.com/OpLowcountry/status/2004721372514185450) 2025-12-27T01:09Z [--] followers, [--] engagements "December [--] [----]. Dockside dispatch. Cainhoy Peninsula. Wando ink-black under sharpening stars marsh whispering secrets to the tide embers banked from throne sear. Quiet conviction settling like pluff mud after thin reopen flow. Tape closed steadyS&P [-------] (down whisper 0.03%) Nasdaq [--------] (eased 0.09%) Dow [--------] (slipped 0.04%). Precious metals throne dominant: silver beast $74.64 (post-$75 surge holding) gold firm $4527. Quantum coils patient (IONQ/QBTS/RGTI digesting light volume roadmaps locked for '26). Rainmaker dividends compound silentsteady yields like a mistress's gaze" [X Link](https://x.com/OpLowcountry/status/2004743057921515714) 2025-12-27T02:36Z [--] followers, [--] engagements "spot on classic upper BB tag/rejection on $RKLB after the SDA $816M catalyst run. Not parabolic exhaustion just healthy digestion in a monster [----] trend (400%+ YTD on Neutron path + launch cadence). Dec [--] fade (68% red) was thin-holiday profit-taking not structural fail. Holding above $70 pivot keeps the asymmetry alive for '26. Moonshot sleeve patient no chase eyes on re-test/support hold. Whats your next levels watch Reign on. ππ₯ #LowcountryMoonshot DYOR/NFA" [X Link](https://x.com/OpLowcountry/status/2004909501544083811) 2025-12-27T13:37Z [--] followers, [---] engagements "solid call on $ZETA 27%+ revenue CAGR margins inflecting forward P/E sub-22 in AI marketing cloud is rare asymmetry right now. Marigold acquisition + '26 guidance bump ($1.54B+) keeps the wildfire potential alive. Wildfire/Moonshot sleeve watching for hold above $1819 pivot. Comparable buys Still lean toward coiled names with clearer paths (quantum edges) but $ZETA's execution is hard to ignore. What levels are you eyeing for entry Unbroken ππ₯ #LowcountryWildfire DYOR/NFA" https://twitter.com/i/web/status/2004911250036162940 https://twitter.com/i/web/status/2004911250036162940" [X Link](https://x.com/OpLowcountry/status/2004911250036162940) 2025-12-27T13:44Z [--] followers, [---] engagements "IonQ's 99.99% two-qubit fidelity world record + trapped-ion edge (coherence/scalability) cements leadership. '26 catalysts (Tempo KISTI delivery 256-qubit path) keep the asymmetry burning. Wildfire basket coiled patient here; crucial hold above $38 support for reaccumulation. No chase just unbreakable. Thoughts on next fidelity milestone Reign on. ππ₯ #LowcountryWildfire DYOR/NFA"" [X Link](https://x.com/OpLowcountry/status/2004916099964358839) 2025-12-27T14:03Z [--] followers, [---] engagements "Dockside truth on @HyperTechInvest's GPU dispatch: AMD's 10/8GB VRAM hike confirmed Dec '25 retail bumps 20-40 Jan wave incoming. DRAM contracts up 171.8% YoY Q3 '25 AI fire raging. Memory kings shifting 18-28% to HBM: SK Hynix 62% share Q2 Micron 21% Samsung 17%. NVDA 30-40% gaming cut 1H '26 Rumor from Board Channels unconfirmed. AI beast-modes supply consumers pay. DYOR no-chase. Unbroken. ππ₯" [X Link](https://x.com/OpLowcountry/status/2004997317741707681) 2025-12-27T19:26Z [--] followers, [----] engagements "Solid duo call on $ZETA & $PATH for '26 unbroken momentum building. Quick hit (Dec [--] 2025): $ZETA: Hotter hand. +153% YoY holiday usage 87% time savings via AI agents Marigold boost. [----] rev $1.5B+. Holding $19$20 breakout zone. Targets $29$30+. $PATH: Steady. S&P MidCap [---] entry (Jan '26) = passive inflows. Agentic features rolling. Mid-$17$18 rebound potential. Zeta leads near-term; PATH catches up on adoption/index flows. Complementary AI workflow plays. Not fading. Zeta first or PATH surprise Let's fly unbroken King of Cainhoy. π₯©π π NfA. Own above positions. DYODD" [X Link](https://x.com/OpLowcountry/status/2005038230979117247) 2025-12-27T22:09Z [--] followers, [---] engagements "Throne-solid fact no compromise. De Masi took the reins and unleashed a beast-mode year nobody saw coming: Raised over $3B fresh capital at premium valuations confirmed multiple equity deals (March ATM $350M July $1B October $2B monster led by Heights) swelled cash to $3.5B+ pro forma. Great terms rewarded execution no distress dilution. Rapid-fire acquisitions: half a dozen Try seven-plus ID Quantique (quantum networking) Lightsynq (signals) Capella Space (sensing/satellite) Oxford Ionics ($1.075B chip-trap play) Vector Atomic (sensing) Skyloom (optical comms) Qubitekk/Entangled roots." [X Link](https://x.com/OpLowcountry/status/2005081574631428225) 2025-12-28T01:01Z [--] followers, [---] engagements "Absolutely Fair caution but the numbers and tone swing too hard. The "half billion" over the last [--] months isn't accurate for de Masi alone and the "only thing we can guarantee is more insider sales" cuts deeper than the filings support. Verified currents from SEC Form 4s and reports thru late Dec 2025: De Masi's personal sales in 2025: $106110M total. Big June block (2.597M shares indirect via Isalea Investments LP at $40.34 avg $104.8M) was a planned 10b5-1 trade. Smaller ones: June tax withhold $392k Sep $716k (16k shares at $44.40) Dec $822k (16k shares)mostly structured for RSU" [X Link](https://x.com/OpLowcountry/status/2005082229777559868) 2025-12-28T01:03Z [--] followers, [--] engagements "Brother keeps it razor-sharp and factualno fluff no compromise. The callout is spot-on and the distinction he draws between blockchain and crypto/BTC is straight from Jamie Dimon's own mouth over the years including [----] updates. Verified currents as of December [--] 2025: Jamie Dimon believes in blockchain technology not crypto: Dead accurate. Dimon has consistently praised blockchain as legitimate transformative tech for finance (e.g. JPMorgan's Onyx platform processed over $1.5 trillion in tokenized transactions in [----] JPM Coin live for institutional settlements). In his October [--] 2025" [X Link](https://x.com/OpLowcountry/status/2005087818004209789) 2025-12-28T01:26Z [--] followers, [---] engagements "Spot-on from Micron's Q1 FY2026 earnings (Dec [--] 2025): HBM TAM $35B in [----] $100B by [----] (tripling in [--] years [--] years ahead of prior forecast). AI demand accelerating hardsupply sold out through [----]. Solid macro tailwind for $MU $NVDA $AMD $AVGO. Cyclical risks long-term noted. DYOR. Unbroken. ππ₯" [X Link](https://x.com/OpLowcountry/status/2005092239341404208) 2025-12-28T01:43Z [--] followers, [---] engagements "From the private dock: Weak jabs land then vanish quicker than footprints in rising tide. Professional retreat it seems. Throne holds unbroken. Alpha compounds. Plates sear violent. Echoes dissolve in pluff mud. Rise slow. Rule deep. ππ₯" [X Link](https://x.com/OpLowcountry/status/2005149283495149638) 2025-12-28T05:30Z [--] followers, [--] engagements "Yeah fair enough. The Tom Lee clip and the post around it are just more fuel for the crypto hype cycle right nowclassic end-of-year "parabolic phase" talk that gets reposted everywhere because it sounds explosive and sells clicks. Liquidity injections + sentiment flips can absolutely move markets hard (we've seen it before) but Lee's track record on exact price targets and timelines is spotty enough that the skeptics in the replies have a point. The $15k ETH by EOY call from October didn't land and the "next [--] days reset expectations" line is vague enough to be right no matter what happens" [X Link](https://x.com/OpLowcountry/status/2005155682593505373) 2025-12-28T05:55Z [--] followers, [--] engagements "I'm bullish on the setup in theoryless crowded trade oversold after the bleed solid Nov deliveries (36275 up 76% YoY) and improving vehicle marginsbut not convinced enough to pull the trigger yet. The chart's Fib bounce looks clean and the "bottom may be in" narrative has legs if China EV momentum holds into Q4 guidance (120k125k deliveries). But headwinds are real: dilution risk from raises fierce competition squeezing pricing and broader China macro uncertainty. Consensus analyst targets sit around $6.50$7 (Hold/Buy mix) implying 3040% upside from $5 levels but recent ratings have been" [X Link](https://x.com/OpLowcountry/status/2005296412586570075) 2025-12-28T15:14Z [--] followers, [---] engagements "Lunch Dispatch from the private dock Cainhoy Sunday December [--] [----]. Sun high over the Wando now marsh tide lazy through the pluff mud cast iron screaming volcanic on the burner. Black coffee gone cold Topo Chico still fizzing throne holding court with that midday quiet reset. Todays throne fuel: Lowcountry Shrimp Scampi with Pimento-Infused Garlic Butter & Angel Hair nuclear-seared jumbo shrimp armored crisp garlic-butter empire deglazed with white wine subtle pimento cheese melt for silky Lowcountry tang light lemon zest after-note (just a whisper of fresh lift no citrus shout). Tossed" [X Link](https://x.com/OpLowcountry/status/2005309534634643839) 2025-12-28T16:07Z [--] followers, [--] engagements "Midday Dispatch from the private dock Cainhoy Sunday December [--] [----]. Sun riding high over the Wando now marsh tide lazy and low pluff mud glistening under that crisp winter light. Air sharp high-50s light breeze carrying salt and pine cast iron still warm from the morning siege. Topo Chico cold and fizzing throne steady herons stalking slow along the reeds. Quiet reset holding strong as the year winds down. The conquest from earlier is live and burning: Cainhoy Volcanic Shrimp Scampi Empire armored shrimp crisp from nuclear sear garlic-butter empire smoky with bourbon deglaze pimento silk" [X Link](https://x.com/OpLowcountry/status/2005320942348579031) 2025-12-28T16:52Z [--] followers, [--] engagements "@wealthmatica Spot on$ZETA's 1P data flywheel is the real moat especially post-Marigold. SKU-level precision at 10:1 ROAS That's asymmetric edge in marketing automation. Holding strong here no chase just conviction through the ramp. Unbroken. π" [X Link](https://x.com/OpLowcountry/status/2005365039704981929) 2025-12-28T19:47Z [--] followers, [--] engagements "@ZaStocks Clean thread$PATH building that multi-month base nicely low-volume coil setting up for breakout if Santa holds. Fits the AI-adjacent rotation bucket with $ZETA. Watching for volume confirmation. Throne patient. ππ₯" [X Link](https://x.com/OpLowcountry/status/2005366269751734339) 2025-12-28T19:52Z [--] followers, [---] engagements "@retail_mourinho Strong watchlist$PATH agentic automation ramp and $ZETA data flywheel both coiled for [----] asymmetry. $ZETA's revenue beats keep it higher on the conviction ladder. What's your allocation split between the two Unbroken. π" [X Link](https://x.com/OpLowcountry/status/2005367685774020747) 2025-12-28T19:58Z [--] followers, [---] engagements "@EvoRelic Classic1914 Detroit Electric at 30mi range shows how far #EV has come. Today's asymmetry in battery tech ($QS solid-state $EOSE zinc LDES) pushes 300+ mi and grid-scale storage. Patient holds on the evolution. Unbroken. π DYOR" [X Link](https://x.com/OpLowcountry/status/2005369689342689365) 2025-12-28T20:06Z [--] followers, [---] engagements "Strong sectors for [----] asymmetry. My picks: Healthcare: $NVO (GLP-1 dominance + pipeline depth) Robotics: $TSLA (Optimus + FSD scaling) Energy: $EOSE (zinc LDES for grid/AI power demand) Space: $RKLB (SDA contracts + Neutron ramp) Patient holds no chase. What's your conviction level on each Unbroken. ππ₯ DYOR https://twitter.com/i/web/status/2005372068515516730 https://twitter.com/i/web/status/2005372068515516730" [X Link](https://x.com/OpLowcountry/status/2005372068515516730) 2025-12-28T20:15Z [--] followers, [---] engagements "@CompoundingTony Strong breakdown$EOSE's capacity ramp to 3.23.6 GWh in [----] and margin turn positive is the real asymmetry play. Zinc LDES fits AI/grid demand perfectly (no lithium risk). Patient hold here no chase through the scale. Unbroken. π DYOR" [X Link](https://x.com/OpLowcountry/status/2005373679467946267) 2025-12-28T20:21Z [--] followers, [--] engagements "Late Afternoon Dock Post Sunset Reflective Sun dipping low over the Wando now marsh glowing in that soft December gold tide pulling gentle through the pluff mud one last time today. Air cooling sharp herons gliding silent throne holding steady as shadows stretch long across the water. Topo Chico gone flat coffee cup empty cast iron cold from the morning siege. Grateful for another day in the reset. [----] flows recap: EV sales surged 21% through November battery storage installs jumped 38% SC corridor primed with Honda's Ohio plant stake buyout signaling legacy commitment. Quantum coil" [X Link](https://x.com/OpLowcountry/status/2005375115102429684) 2025-12-28T20:27Z [--] followers, [--] engagements "Fairboth still building bases no rush to pull the trigger. $ZETA's data flywheel and consistent revenue beats give it a slight edge on conviction for me right now but $PATH's agentic automation ramp could surprise big if execution holds. Watching volume and catalysts either way. What's the trigger that would flip you in on one Unbroken. π DYOR always. Not financial advice. Positions held personally. https://twitter.com/i/web/status/2005382263551238636 https://twitter.com/i/web/status/2005382263551238636" [X Link](https://x.com/OpLowcountry/status/2005382263551238636) 2025-12-28T20:56Z [--] followers, [---] engagements "Marsh edge dispatch: $NBIS at 2-3x '26 ARR screams asymmetry in the AI infra storm2.5GW power guide ClickHouse billions Avride robotaxis with $UBER. Debasement flows lift all compute boats but this one's coiled for the hyperscaler squeeze. Conviction add on the dip or waiting for the Missouri greenfield to light up Throne holds steady. ππ₯ https://twitter.com/i/web/status/2005391581474435430 https://twitter.com/i/web/status/2005391581474435430" [X Link](https://x.com/OpLowcountry/status/2005391581474435430) 2025-12-28T21:33Z [---] followers, [---] engagements "Common sense cuts through the hype fog . BTC's 'adoption takes time' rings true for tech revolutions but after [--] years the primary utility (peer-to-peer electronic cash) remains mostly dormantLightning helps but mass payments Still waiting on the dock. Saylor's 'digital gold' label holds if you zoom out on debasement flows but the volatility beta (wild monthly swings vs. gold's steady negative correlation to risk assets) makes it more wildfire than anchor. Gold's utility Tangible no counterparty centuries-proven hedge when fiat wheezes (DXY [--] -9% YTD). BTC adds scarcity/network effects but" [X Link](https://x.com/OpLowcountry/status/2005393986438242686) 2025-12-28T21:42Z [--] followers, [--] engagements "Dispatch from the private dock. Dusk on the Wandomarsh ember-gold tide slow-breathing shadows long across the pluff mud. Throne steady after today's reset: Volcanic Shrimp Scampi Empire blueprint live (free) metals roaring patient coils in AI/automation/EV/grid. The real blaze ignites tonight. "The Blockade Lights the Marsh Fire: Part III" drops [--] PM. EU noose cinches. Med strikes land. Shadow fleet mutates fast. [----] glut fractures energy squeeze. Fleet adaptations market ripples dark-lane watchpaid subs only. LINK IN BIO Watch the lanes burn. Rise and rule. Unbroken. ππ₯ -King of Cainhoy" [X Link](https://x.com/OpLowcountry/status/2005433085240758651) 2025-12-29T00:18Z [--] followers, [--] engagements "Dispatch from the private dock Cainhoy December [--] [----] Dusk settling over the Wandomarsh ember-gold tide breathing slow tanker silhouettes fading into the haze. Throne steady after the day's reset: metals roaring patient coils in AI/automation/EV/grid holding firm. The real fire ignites tonight. "The Blockade Lights the Marsh Fire: Part III" is live now. EU noose cinching tighter. Med strikes landing. Shadow fleet mutating fastre-flags arms race dark lanes adapting. [----] glut fractures into energy squeeze. Fleet evasion enforcement ripples market watchall uncut. Paid subs onlycheck your" [X Link](https://x.com/OpLowcountry/status/2005446191023083614) 2025-12-29T01:10Z [--] followers, [--] engagements "Thin holiday tape next weekdesks half-empty volume ghost town but Santa window still cracked open. S&P futures clinging near records after-hours no major data to derail the grind. Low liquidity cuts both ways: easy upside on light buying quick dip if anyone sneezes. I'm voting Bullish herepath of least resistance feels higher into year-end/early Jan but eyes wide open on the thinness. Crypto likely tags along if risk stays on though BTC's chop could swing harder. Stay light watch the flows no hero bets in the quiet. You holding or adding on any pull Marsh is calm tonight. ππ₯" [X Link](https://x.com/OpLowcountry/status/2005459007587377249) 2025-12-29T02:01Z [--] followers, [--] engagements "@mgp127 Agreed hold makes sense here" [X Link](https://x.com/OpLowcountry/status/2005463438949269669) 2025-12-29T02:18Z [--] followers, [--] engagements "Morning Dispatch:from the Private Dock Cainhoy: December [--] [----] Morning light creeping slow over the Wandolow clouds hugging the pluff mud post-rain salt thick in the air tide pulling gentle. Boots firm on dock boards. Topo Chico with methylene blue ready and fizzing beside me. Cast-iron patient on the burner waiting for the day's siege. Markets thin but holding into year-end: S&P [---] futures down 0.20.3% Nasdaq [---] futures off 0.4% Dow futures near flat to slightly positive in spotsprofit-taking after records low liquidity amplifying the drift. Santa rally cautious but [----] wraps strong" [X Link](https://x.com/OpLowcountry/status/2005631547584483352) 2025-12-29T13:26Z [--] followers, [--] engagements "Silver's violent reversal classic thin-trade leverage unwindCME margins + rumored bank blowup fuel the flush. From Cainhoy dock: industrial demand (EV batteries solar) still coils long-term; this is shakeout not endgame. Quantum supply chains feel the ripple. Free throne scan tonight. Sovereign hold. https://twitter.com/i/web/status/2005646980228218952 https://twitter.com/i/web/status/2005646980228218952" [X Link](https://x.com/OpLowcountry/status/2005646980228218952) 2025-12-29T14:27Z [--] followers, [---] engagements "@hajiyev_rashad Silver dip to $72 then rebound setupvolatility washout creating asymmetric long. Lowcountry lens: industrial tailwinds (batteries/quantum) remain; this is buy-the-dip theater. π₯Unbroken" [X Link](https://x.com/OpLowcountry/status/2005654089473163437) 2025-12-29T14:56Z [--] followers, [---] engagements "Lunch Dispatch from the private dock Cainhoy Monday December [--] [----]. Midday sun slicing through low clouds over the Wando marsh still holding yesterday's rain in the pluff mud tide lazy and salt-thick. Cast-iron volcanic on the burner smoke curling low Topo Chico fizzing beside the throne. Black coffee cold nowthrone reset locked after morning market drift and metals shakeout. Silver's flush from $83 to $75+ is classic leverage unwind not fracture; industrial coils (solar EV grid) still tight long-term. Patient stacks rewarded weakness flushed. Todays throne fuel: Dock Glazed Bacon" [X Link](https://x.com/OpLowcountry/status/2005670696890826817) 2025-12-29T16:02Z [--] followers, [--] engagements "8/10 bacon cheeseburger respect. Cainhoy dock twist: nuclear-seared smash patty dusted in house Bay Blend (celery salt silk + ginger-clove depth) heavy pineapple-brown sugar glaze caramelized crisp bacon belt + cheddar melt. No weakness. Blueprint here: Unbroken. ππ₯π https://open.substack.com/pub/oplowcountry/p/dock-glazed-bacon-cheeseburger-dusted https://open.substack.com/pub/oplowcountry/p/dock-glazed-bacon-cheeseburger-dusted https://open.substack.com/pub/oplowcountry/p/dock-glazed-bacon-cheeseburger-dusted" [X Link](https://x.com/OpLowcountry/status/2005695260773486877) 2025-12-29T17:39Z [--] followers, [--] engagements "Dock Dispatch: Tide Ebb & Conviction Hold December [--] [----] Cainhoy private dock Tide pulling out slow exposing oyster bars like quiet sentinels. No sunset drama todayjust the raw steady breath of the Lowcountry holding its ground while the tape whispers adjustments. Metals anchor firm: gold steady around $4340$4350 (down from $4500+ peaks but still +6670% YTD central banks stacking through noise). Silver shook to $72$73 zone after $79$80+ highsleverage flush on thin volume yet industrial demand (solar EV batteries AI grids) clamps tight China export limits Jan [--] still looming. Physical stacks" [X Link](https://x.com/OpLowcountry/status/2005712996840902916) 2025-12-29T18:50Z [--] followers, [--] engagements "Shanghai premium blasting to $12+ while paper gets smashedclassic East-West divergence. From Cainhoy dock: CME margin theater flushing weak hands but physical/industrial coils (solar/EV/AI grids) stay clamped. This is buy-the-dip setup not fracture. Patient stacks win long-term. Unbroken. ππ₯ https://twitter.com/i/web/status/2005715881297371437 https://twitter.com/i/web/status/2005715881297371437" [X Link](https://x.com/OpLowcountry/status/2005715881297371437) 2025-12-29T19:01Z [--] followers, [----] engagements "@HenrikZeberg Euphoric spike yes but industrial hunger + supply limits (China Jan [--] curbs) keep the fire lit post-flush. Dockside view: volatility washout creates asymmetric entries; tangible hedges like physical silver anchor through the noise. Throne holdno chase. Rise slow. ππ₯" [X Link](https://x.com/OpLowcountry/status/2005726399559332097) 2025-12-29T19:43Z [--] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@OpLowcountry Operation LowcountryWildfireOperation LowcountryWildfire posts on X about ai, dock, tide, $ionq the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence stocks finance technology brands countries cryptocurrencies exchanges automotive brands social networks travel destinations currencies
Social topic influence ai, dock, tide #667, $ionq, strong, sun, qbts, $eose, $oklo, in the
Top accounts mentioned or mentioned by @stocksavvyshay @quakes99 @theronnievshow @volumestocks @mrmikeinvesting @unusualwhales @elonmusk @sawyermerritt @investmentguru @zerohedge @slocan68 @realjgbanks @rampcapitalllc @tankertrackers @yahoofinance @donutninja @bourboncap @theprofinvestor @spacanpanman @blackpanthercap
Top assets mentioned IonQ, Inc. (IONQ) Eos Energy Enterprises, Inc. (EOSE) Oklo Inc. (OKLO) D-Wave Quantum Inc. (QBTS) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Energy Fuels Inc. (UUUU) Rocket Lab USA, Inc. Common Stock (RKLB) Rigetti Computing, Inc. Common Stock (RGTI) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) Constellation Energy Corp (CEG) ZetaChain (ZETA) Tesla, Inc. (TSLA) Advanced Micro Devices (AMD) Cameco Corporation (CCJ) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Kratos Defense & Security Solutions, Inc. (KTOS) Uranium Energy Corp. (UEC) Vistra, Corp. (VST) Centrus Energy Corp. (LEU) Nebius Group N.V. Class A Ordinary Shares (NBIS) UiPath, Inc. (PATH) MP Materials Corp. (MP) Quantum Computing Inc. (QUBT) Convex Finance (CVX) Redwire Corporation (RDW)
Top posts by engagements in the last [--] hours
"Dan Optimus was tele-operated in Miami same as every single humanoid robot demo on planet Earth in [----] (Figure Agility Boston Dynamics Atlas all of them). Tesla never claimed otherwise on stage and the roadmap has been public for [--] months: teleop today supervised autonomy in factories [----] unsupervised 2027+. The part you keep leaving out: Tesla already has Gen-3 Optimus walking folding shirts and sorting objects end-to-end on neural nets in the lab (released videos zero teleop). Theyre shipping thousands of units to their own factories next year to replace the teleop layer with real AI"
X Link 2025-12-09T21:58Z [--] followers, [---] engagements
"See yall in the tapes tomorrow. $TE closed +12.4% after that solar pivot finally hit the tape $IREN ran another 9% on hash-rate flex and $NVDA remembered China still exists for a hot minute. Meanwhile the S&P bled red and half the timeline cried for puts. Moons high tides turning and the ask is looking real thin after hours. Lowcountry rules: we dont chase sunsets we print them. Stack accordingly. βππ₯"
X Link 2025-12-10T01:34Z [--] followers, [---] engagements
"Shay monster scoop. $1.5T in [----] would be the biggest IPO in history and the ultimate validation that reusable heavy lift + Starlink cash flow is the new oil. Praise where its due: you were pounding the table on the full-company IPO thesis while the street was still stuck on Starlink spinout only. Respect. One angle the Bloomberg piece (and most coverage) is sleeping on: If SpaceX goes public at that size the S&P [---] inclusion is automatic and massive. $1.5T valuation = 6-7% of the entire index on day one. Passive inflows alone could be $80-100B in the first [--] days (bigger than Metas entire"
X Link 2025-12-10T15:29Z [--] followers, [--] engagements
"Nailed it. $NBIS only rips when the proof is so hard the ATM cant dilute it. My Moonshot sleeve is already the heaviest its ever been in Nebius. Microsoft $19B Meta $3B NVIDIA skin in the game 355% revenue growth 1GW locked and scaling to 2.5GW All of it got priced in like it was noise because the offering overshadowed the signal. Next leg needs exactly what you said: another hyperscaler contract that cant be ignored capacity online with zero fresh paper a Q4 print that forces every sell-side desk to triple their numbers Until then range-bound is the tax we pay for whats coming. Docks got the"
X Link 2025-12-10T16:03Z [--] followers, [---] engagements
"Totally get sitting on the sidelines until that $22$24 zone shows up on $SOFIchasing the 7th inning is rarely worth it. While we wait one name in the same digital-lending/fintech space thats still trading at a massive discount to its [----] highs is $UPST. It got absolutely crushed during the rate-hike cycle (down 88% from its all-time high of $401) but with rates rolling over their AI origination volume is starting to re-accelerate hard (Q3 originations hit $2.9B up 80% YoY with newer products like auto/home/small-dollar up 300% in transaction volume). Full-year [----] revenue guidance now at"
X Link 2025-12-10T17:43Z [--] followers, [---] engagements
"Night Dispatch from the Dock Dec [--] [----] Cainhoy SC 9:42 PM ET [--] with a light fog rolling in off the Wando The timelines on fire tonightElon drops a casual As usual Eric is accurate and suddenly everyones acting like SpaceX IPO invites are in the mail. Hold up: No they havent launched the IPO yet. This is just the first real signal from Musk that its comingprobably mid-2026 per the Ars piece with Starlinks revenue explosion paving the way. $1.5T valuation whispers Thatd make it the biggest debut ever. But right now its still private no public shares floating. My take: Weve been positioned"
X Link 2025-12-11T02:35Z [--] followers, [--] engagements
"10:15 AM Dockside reload update Just doubled down on $IONQ at $52.93 Average now $46.82 in the Moonshot sleeve. Red days are when 100-baggers get born. The marsh doesnt care about your feelings. Neither do I. [-----] eating. NFA. Long and adding. King of Cainhoy β"
X Link 2025-12-11T15:19Z [--] followers, [--] engagements
"Too late. China already controls [--] % of battery refining and [--] % of cathode production. Blocking new plants just locks in the dependency while BYD/CATL keep building here through joint ventures anyway. The only real defense is Tesla-scale vertical integration everyone else is just rearranging deck chairs"
X Link 2025-12-11T15:39Z [--] followers, [---] engagements
"@unusual_whales AgreedNVDA dips like this are tuition for the AI long game. $IONQ flushed 3% sympathy but holds $52 with $106110M FY25 guide intact (vs NVDA's capex questions). Added the flush. Quantum the next semis rotation"
X Link 2025-12-11T15:52Z [--] followers, [---] engagements
"@charliebilello $766 B and climbing while the dollars still king. Thats $2.8 B a day flowing out roughly the GDP of South Carolina every month. Tariffs or not the structural bleed isnt slowing. [-----] feels it in diesel prices and steel costs more than the headline ever will"
X Link 2025-12-11T18:23Z [--] followers, [---] engagements
"@RampCapitalLLC Trump kills taxes on gambling winnings = Polymarket degens become the new carried-interest kings overnight. Meanwhile the King of Cainhoy pays [--] % on every realized $IONQ share. Life aint fair but the marsh is beautiful"
X Link 2025-12-11T18:25Z [--] followers, [---] engagements
"@WR4NYGov @Mangan150 ChatGPT spotting eGFR issues before the MDs That's the real health moonshot AI as early warning system. $SOUN's voice AI could narrate your next checkup: 'Warren your kidneys say slow down on the Mars math.' Stay savage; the throne needs its strategists healthy"
X Link 2025-12-11T22:04Z [---] followers, [---] engagements
"@RampCapitalLLC @anothercohen Local guy 50% cheaper than the PE-backed machine That's the real margin call corporate bloat vs. neighbor hustle. Next you'll say the yacht captain's cheaper than Uber on the Wando. Ramp your trades hit harder than the bill"
X Link 2025-12-12T00:18Z [--] followers, [---] engagements
"@elonmusk @didumissthenews @DailyMail "It happened again and again [--] times UK's the real dystopia Elon. Grok could predict the next one before the cops do. The King's got the dock locked for a reason"
X Link 2025-12-12T00:20Z [--] followers, [--] engagements
"@TeslaBoomerMama @SawyerMerritt $444.63 and climbing that green arrow's the real Christmas gift. FSD 14's unsupervised polish is the stealth catalyst nobody's pricing yet. Your timing's dock-level savage. What's your EOY call on the robotaxi reveal"
X Link 2025-12-12T00:21Z [--] followers, [--] engagements
"Shay with the truth bomb. While the street punishes ORCL [--] % today for not screaming loud enough the Lowcountry boats been riding this exact shift for months. Oracles capex + data-center land grab = the quiet AI infra king. Were still green on the name and the blended books +0.2 % while Nasdaq bleeds. Long-term winners dont need hypethey just need time and tarpon slurpin in the background. #PalmettoAlpha #WandoRiverDontCare Disclosure: Not financial advice. I own all securities mentioned (including $ORCL). Past performance future results. Do your own research and invest at your own risk."
X Link 2025-12-12T18:06Z [---] followers, [--] engagements
"Dock Dispatch [--] Dec [----] While Nasdaq dropped [----] % on AI capex panic: Added ORCL @ $198.88 (new avg $173.50) Added NVDA @ $178.91 (new avg $142.25) Added IONQ @ $49.92 (new avg $46.25) Same positions held since Nov [--]. Cash remaining: $7000 Blended portfolio today: +0.3 % The market can panic. I just bought the future cheaper. #PalmettoAlpha #KingOfCainhoy Disclosure: Not financial advice. I own these securities. Past performance future results. DYOR"
X Link 2025-12-12T18:33Z [--] followers, [--] engagements
"Nasdaq [----] % today. I used it as a grocery run. Added three names the world will still need in 2030: ORCL @ $198.88 new avg $173.50 NVDA @ $178.91 new avg $142.25 IONQ @ $49.92 new avg $46.25 Cash left: $7000 Blended portfolio today: +0.3 % Thats it. #PalmettoAlpha #KingOfCainhoy Disclosure: Not advice. I own these. Past performance future results. DYOR"
X Link 2025-12-12T19:04Z [--] followers, [--] engagements
"@JesseCohenInv NVDA and ORCL hereadded NVDA @ $178.91 (avg $142.25) ORCL @ $198.88 (avg $173.50). IONQ @ $49.92 for the quantum edge. Blended +0.3% today vs. Nasdaq -1.9%. Dips reward the patient. Poll pick: NVDA for the moat. #PalmettoAlpha #KingOfCainhoy Disclosure: Not advice. I own these. Past performance future results. DYOR"
X Link 2025-12-12T20:09Z [--] followers, [---] engagements
"@amital13 Leverage unwind real but ORCL's $98B backlog funds the capex painadded at $198.88 (avg $173.50) while CDS spiked. NVDA/IONQ adds too. Blended +0.3% on the bleed day. Collateral fears fade when execution locks revenue. What's your repo play #PalmettoAlpha #KingOfCainhoy Disclosure: Not advice. I own ORCL/NVDA/IONQ. Past performance future results. DYOR"
X Link 2025-12-12T20:11Z [--] followers, [---] engagements
"@OzakAGI Spot onORCL's $15B capex hit is the infra moat building. Added at $198.88 (avg $173.50) NVDA @ $178.91 (avg $142.25) IONQ @ $49.92 (avg $46.25). Blended +0.3% today. Buy the inefficiency for the $7T market. Eon's take on IONQ #PalmettoAlpha #KingOfCainhoy Disclosure: Not advice. I own these. Past performance future results. DYOR"
X Link 2025-12-12T20:14Z [--] followers, [---] engagements
"π
Nightfall Dispatch from the Private Dock Cainhoy Throne Wando River December [--] [----] Glass-calm pluff mud breathing slow Markets threw their tantrum. Nasdaq bled 1.9%. I feasted: added $ORCL $NVDA $IONQ on the flush. Blended book closed +0.3%. Red days are just the marsh exhaling before the next surge. Tarpon slurping in the dark. Grill embers dying down from that ribeye smash. Portfolio reloading like the tide. We don't flinch. We own the tape. [-----] undefeated. Tomorrow we hunt again. King of Cainhoy ππ₯π #PalmettoAlpha #Lowcountry #KingOfCainhoy Disclosure: Not financial advice. I own"
X Link 2025-12-13T01:00Z [--] followers, [---] engagements
"Mid-morning from the private dock. Marsh mist burning off tide rolling in slow gators probably lurking. Markets opened choppyfear in the feeds red ticks everywhere. My four Lowcountry baskets Holding green. Just added $QBTS with cash reserves on the open. Quantum annealing supremacy + DoD deployment at Davidson = silent compounder loading. Wildfire Moonshot Lifesaver Rainmakercore locked since Nov [--]. No panic just disciplined adds on weakness. This is how you run it public toward $2M managed. #LowcountryAlpha #OpLowcountry##KingOfCainhoy Disclosures: Positions mentioned are personally held"
X Link 2025-12-13T15:08Z [--] followers, [--] engagements
"$RKLB and $IONQ easy long-term. Neutron ramp + hypersonics/SDA contracts for Rocket Lab. Trapped-ion supremacy + AFRL networking for IONQ. Both defense-backed and compounding quiet in Moonshot. Planning $QBTS add Monday openannealing utility + DoD Davidson deployment loading. Lowcountry baskets running public since Nov [--]. DYOR not FA"
X Link 2025-12-13T15:19Z [--] followers, [---] engagements
"Zacks calling the quantum breakout right. Adding $QBTS Monday morning with cash reserves. Science-paper supremacy on materials sims + Advantage2 running live at Davidson for DoD radar/logistics = real utility now not hype. Stacking with IONQ/RGTI in Moonshot. Red opens are grocery runs. DOYR NFA"
X Link 2025-12-13T15:20Z [--] followers, [--] engagements
"Space economy about to explode. $RKLB core in Moonshot$515M SDA satellite prime + hypersonics cadence. $ASTS resilient comms for DoD. Both defense tailwinds de-risking the upside. Running all four baskets public toward $2M managedno panic just adds on weakness. Who's loading the next leg DOYR NOT FINANCIAL ADVICE. I PERSONALLY OWN THESE MENTIONED. https://twitter.com/i/web/status/1999862717448941915 https://twitter.com/i/web/status/1999862717448941915"
X Link 2025-12-13T15:23Z [---] followers, [---] engagements
"Dockside feast from the private throne. Tide's rolling afternoon sun high over the marsh cast iron singing again. Lowcountry Blackened Red Snapper Tacos Fresh snapper fillets diced and dusted heavy in blackening spice (paprika cayenne thyme onion/garlic) seared screaming-hot in butter till edges char crisp and the flaky white flesh pulls apart perfect. Soft corn tortillas warmed on the iron loaded with cilantro-lime slaw (shredded cabbage Dukes base fresh lime zest) diced mango for sweet heat crumbled cotija and a generous drizzle of avocado crema. Side: grilled street corn slathered in"
X Link 2025-12-13T16:22Z [--] followers, [--] engagements
"@MusicWorld360x delivering production wins (Ford scheduling Lockheed sims) + DoD Davidson deployment for radar/logistics. Planning $QBTS add Monday to stack Moonshot. Defense tailwinds de-risking the upside. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-13T16:51Z [--] followers, [--] engagements
"Physical AI the real leapquantum optimization accelerating it (materials sims logistics). $QBTS annealing supremacy (Science 2025) + DoD traction positions for industrial revolution tailwinds. Adding Monday in Moonshot. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-13T16:52Z [--] followers, [--] engagements
"Post-quantum security criticalannealing quantum already proving utility in defense (Davidson deployment Tradewinds awards). $QBTS production traction complements FHE/ZK hybrids for resilient future. Stacking quantum in Moonshot. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-13T16:53Z [--] followers, [--] engagements
"@milomarkets $TSMfoundry dominance + AI/quantum chip demand locked in (everyone needs their nodes). NVDA leads today but TSM's moat wider long-term as the pick-and-shovel play. Moonshot quantum/space themes compounding similar in my baskets. Discl: Not advice. DYOR"
X Link 2025-12-13T20:06Z [--] followers, [--] engagements
"@RogStocks $RKLB week strongNeutron ramp + $515M SDA satellite prime + hypersonics cadence all loading. Defense tailwinds de-risking the commercial upside. Holding core in Moonshot baskets. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-13T20:13Z [---] followers, [--] engagements
"Solid space ecosystem map$RKLB (Neutron + hypersonics) and $ASTS (DoD broadband) both core in Moonshot. Defense contracts de-risking the upside while commercial ramps load. Personal baskets compounding since Nov [--]. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-13T21:21Z [--] followers, [---] engagements
"@wonderofscience Rocket launches from orbit perspective epicspace economy accelerating ($RKLB launches $ASTS connectivity). Holding space themes in Moonshot for the long ramp. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-13T21:22Z [--] followers, [---] engagements
"@midascabal $IONQ trapped-ion scaling + AFRL defense traction positions strong long-term. Hybrid quantum future complements annealing plays. Holding IONQ core in Moonshot. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-13T21:25Z [--] followers, [---] engagements
"@InvestmentGuru_ Strong basketquantum/space blending growth and defense tailwinds (IONQ AFRL RKLB SDA ASTS DoD broadband). Personal Moonshot core similar adding QBTS Monday for annealing production traction. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-14T14:36Z [--] followers, [---] engagements
"@wonderofscience Orbital launch perspective epicspace economy accelerating fast (RKLB launches ASTS connectivity). Holding space themes in Moonshot for the long ramp. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-14T14:38Z [--] followers, [---] engagements
"@latestinspace Supernova first milliseconds capture wildspace tech advancing to grab it (RKLB engines ASTS orbital data). Stacking space plays in Moonshot baskets. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-14T14:39Z [--] followers, [---] engagements
"Locked in time perfectgenerational wealth builds when others lose interest. Personal baskets compounding quiet since Nov [--] $QBTS add queued Monday for quantum production traction. Discipline wins the transfer. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-14T15:24Z [--] followers, [---] engagements
"Post-08 fiscal parallel interestinglow rates sending risk assets higher while borrow costs drop. Quantum optimization could accelerate efficiency in the next cycle. Holding quantum core in Moonshot baskets. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-14T15:25Z [--] followers, [--] engagements
"@AdeptMarket ONGC undervalued play on crude rise solidenergy the quiet backbone. Quantum optimization for grid/logistics could multiply gains long-term. Holding quantum themes in Moonshot baskets. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-14T15:26Z [--] followers, [----] engagements
"50-day MA retest classic entrysupport holds and that 88% upside plays out clean on $ASTS resilient DoD broadband ramp. Similar setup in $RKLB (Neutron + hypersonics/SDA contracts)launch + systems dominance defense tailwinds de-risking the commercial moon. Personal baskets compounding quiet since Nov [--]. Discl: Positions held personally. Not advice. DYOR. Past perf no future guarantee"
X Link 2025-12-14T15:30Z [--] followers, [---] engagements
"Dockside Lunch Dispatch Cainhoy SC December [--] [----] One pot. One pan. Zero weakness. Todays conquest: Lowcountry Bourbon Alfredo Thunder Linguine Fresh linguine boiled in aggressively salted water (salty like the Cooper River at high tide) Sauce built in screaming-hot cast iron: rendered country ham bits crisped until the fat renders and the kitchen smells like victory Shallots and garlic smashed in until fragrant Heavy pour of good Kentucky bourbonflamb that flame-up like $NVDA on earnings day (the bourbon burns off the booze leaving behind caramel sweetness subtle oak smoke and nutty depth"
X Link 2025-12-14T16:17Z [--] followers, [--] engagements
"@SawyerMerritt 4500+ Robotaxis/week at $25-30k build cost vs Ubers $100k+ annual driver expense per car. Moat isnt wideits an ocean. Unsupervised live $TSLA scaling while market rotates out of overbought tech. Stays long πππ€"
X Link 2025-12-14T18:19Z [--] followers, [---] engagements
"@MrMikeInvesting $ASTS squeezing past $150 after SpaceX partnership validationdirect-to-cell satellite network finally priced in. Short interest still 20%+ rotation flowing into space infra while Mag [--] takes profit. Generational setup building. πππ"
X Link 2025-12-14T18:20Z [--] followers, [---] engagements
"Sneak peek from the upcoming Cainhoy cookbook cocktail chapter ππ₯ The Lowcountry Boulevardier Bourbon's rich embrace meets Campari's bold bite and vermouth's herbal kissstirred to velvet perfection. Elegance in amber no Old Fashioned in sight. Who's ready for this royal pour π Quick Recipe: [--] oz good bourbon (Blantons or E.H. Taylor for that caramel royalty) [--] oz sweet vermouth (Carpano Antica if youre feeling fancy) [--] oz Campari Garnish: Wide orange peel expressed and twisted Stir over ice [--] seconds strain into a chilled coupe (or over a big rock). Express orange peel for aroma. This"
X Link 2025-12-14T23:01Z [---] followers, [--] engagements
"$BULL (Bullfrog AI - $BFRG) at $1.24 after peaking over $9 earlier this year yeah that's a textbook "can't catch a break" chart. Multi-year downtrend intact hugging that red line like it's glued volume drying up no real catalysts landing yet despite the AI/biotech partnerships. The irony of a ticker literally called $BULL being down 85%+ YTD is peak market cruelty π. We steer clear of these micro-cap lottery tickets too much dilution risk insider sells and hype cycles that fizzle. Stick to conviction names with real revenue ramps and moats ($TSLA remains our heaviest for a reason). Solid"
X Link 2025-12-15T05:30Z [--] followers, [---] engagements
"@Cat_States (Dr. Hugh Bitt) calls quantum valuations "still crazy"defends $IONQ lead but roasts $QBTS/$RGTI caps hard. Real snark on the asymmetry"
X Link 2025-12-15T15:09Z [--] followers, [---] engagements
"@commonsenseplay Red mornings like this Pure inventory for the throne. Moonshot sleeve ($IONQ $RGTI $QBTS core) locked heavyhardware/DoD edges printing silent while herd rotates out. Weakness gets hunted disciplined. Lifesaver holding the float unbreakable. [-----] rises eternal. ππ¬π"
X Link 2025-12-15T15:15Z [--] followers, [---] engagements
"Valuations test convictionexactly why we layered the trio deep in Moonshot. $IONQ leads ecosystem $QBTS owns annealing moat (DoD printing) $RGTI scales superconducting. Lumpy rev Eat it. Decade compound loading while herd questions caps on red days. We own the asymmetry. ππ¬π₯"
X Link 2025-12-15T15:17Z [--] followers, [---] engagements
"@WalIlStBuyDip $IONQ holding firm while $RGTI flushes low-volumeclassic sector test. Own both (plus $QBTS) core in Moonshot: real hardware supremacy vs classical limits. Not hype regime shift. Weakness Throne inventory claimed disciplined. QuBits load eternal. ππ¬π"
X Link 2025-12-15T15:18Z [--] followers, [---] engagements
"Dockside Lunch Dispatch Cainhoy Throne Wando River December [--] [----] Cast iron screaming. Glaze loading. Zero weakness. Todays conquest: Lowcountry Bourbon-Glazed Brisket Sandwich Thunder Freeze knifing the marsh hardno outdoor fire today. Throne moves indoors: oven low and slow for the pull cast iron finish for the sear and glaze flare. Beef brisket flat (or point for richer edge) rubbed heavysalt coarse pepper garlic smoked paprikawrapped tight roasted slow till it surrenders with a fork tug. Glaze hits silent and deep: fine Kentucky bourbon essence reduced thick with local honey smashed"
X Link 2025-12-15T16:25Z [--] followers, [--] engagements
"(worrying quantum computers will hack stocks/exchanges soon): "Quantum threat real but years outpost-quantum crypto already layering in (NIST standards live). Own $IONQ/$RGTI/$QBTS core in Moonshot: building the supremacy not fearing it. Herd panics on inevitability; throne compounds the edges silent. Decade shift loading. ππ¬π My Opinion DYOR risk is real"
X Link 2025-12-15T17:40Z [--] followers, [---] engagements
"Quantum-safe base layer smartEVM compatible survival play. Ties perfect to Moonshot hardware core ($IONQ trapped-ion $RGTI superconducting $QBTS annealing): supremacy + security compounds asymmetric. Weakness today Throne hunts inventory disciplined. QuBits eternal. ππ¬π DYOR Risk is real. I own these positions"
X Link 2025-12-15T17:42Z [--] followers, [---] engagements
"Grassroot QC edges interestingcompare to listed leaders printing DoD/hardware now. Own $IONQ/$RGTI/$QBTS heavy in Moonshot: real supremacy stacking not slides. Valuation tests conviction; red mornings forge the compound. We own the decade not the hype. ππ¬π₯not advertisement dyor. Risk is real"
X Link 2025-12-15T17:44Z [--] followers, [--] engagements
"Quantum Edge: The Next Compute Throne Why $QBTS Just Got Layered In Cainhoy Dockside Intel Wando River Black December [--] [----] Frost lifting off the spartina tide pulling slow and dark sun hitting the marsh gold like a qubit firing clean. Coffee scalding screen glowing with fresh fills: $QBTS added at open on the flush. Position layered cost basis tightenedquantum annealing supremacy loading silent DoD edges printing. No chase. Just execution in the red-tick chop. Pulled the MarketWatch drop from last week (Britney Nguyen Dec 11)"Looking for the Next Nvidia This Analyst Recommends Quantum"
X Link 2025-12-15T19:19Z [--] followers, [---] engagements
"Red days test the floatherd rotates out while Mizuho's Rakesh slaps Outperform on the core trio ($IONQ PT $90 $RGTI $50 $QBTS $46). $15B TAM by [----] annealing/ion/superconducting supremacy loading silent. Own heavy in Moonshot: hardware/DoD printing lumpy rev eaten. Weakness Throne inventory claimed disciplined. [-----] rises eternal. ππ¬π"
X Link 2025-12-15T19:27Z [--] followers, [---] engagements
"Momentum tests conviction$RGTI holding key Fib while Mizuho PT $50 (91% upside) on superconducting scale beast ($450M war chest to 2030). Own core with $IONQ/$QBTS in Moonshot: real 99.8% fidelity gates stacking not slides. Lose the level More inventory for the throne. Red mornings forge the compound. We dictate terms. ππ¬π"
X Link 2025-12-15T19:28Z [--] followers, [---] engagements
"Quantum-safe comms edges smart$QNC.V QRNG testing real-world bulletproofing crypto threats. Ties pristine to Moonshot hardware core ($IONQ trapped-ion purity $RGTI superconducting $QBTS annealing moat): supremacy + security compounds asymmetric. Early adopters hunt silent. Throne owns the decade shift. ππ¬π₯"
X Link 2025-12-15T19:31Z [--] followers, [---] engagements
"Crypto-agile security smartAgilex FPGAs ready for quantum adversaries. Own the hardware side heavy in Moonshot ($IONQ trapped-ion purity $RGTI superconducting 99.8% fidelity $QBTS annealing DoD printing). Mizuho Outperform trio with $15B TAM by [----]. Supremacy + protection compounds asymmetric. Throne hunts the full stack. ππ¬β‘ NFA. Positions held personally across Moonshot basket. Skin deep in the game. DYOR. Risk of principal real as the bleed"
X Link 2025-12-15T21:32Z [--] followers, [---] engagements
"Quranium quantum-secure L1 edges realSLH-DSA/ML-KEM core. Ties perfect to Moonshot hardware ($IONQ/$RGTI/$QBTS): post-quantum crypto + annealing/ion/superconducting supremacy. Mizuho sees $205B market decade out. Own the chain skin-deepfuture-proof compound loading silent. [-----] rises eternal. ππ¬π₯ NFA. Positions held personally across Moonshot basket. Skin deep in the game. DYOR. Risk of principal real as the bleed. https://twitter.com/i/web/status/2000680938527748558 https://twitter.com/i/web/status/2000680938527748558"
X Link 2025-12-15T21:34Z [---] followers, [--] engagements
"Goodnight from the Dock. Wando calm tonight tide whispering secrets to the pilings. Quantum bleed flushed weak hands todayMoonshot core reloaded silent ($IONQ/$RGTI/$QBTS skin deeper on red candles). Power stack held firm; Lifesaver dividends compounding while the market chops. Red days forge the throne. Baskets green overall. Sleep well brothers. Tomorrow we hunt the next regime shift disciplined. King of Cainhoy out. ππ₯ #Wildfire100baggers #MoonshotSupremacy #Lowcountry"
X Link 2025-12-16T01:00Z [--] followers, [--] engagements
"Dockside Strike Report Tuesday December [--] [----] Market Open The data landed clean. Dip got bought. Relief rally engaged. Lowcountry Wildfire Basket just added firepower at the open: $500 $IONQ (Jefferies fresh Buy + $100 PT = quantum dominance loading) $500 $QBTS (Jefferies Buy + $45 PT = asymmetric rocket fuel) $500 $RGTI (patient coil $30 PT runway intact) Total quantum layer: $1500 stacked on conviction. We don't chase highs. We load dips with catalysts. Coils tight. Horizon long. The marsh is glowing. The tape is bidding. The future is quantum. We watch. We stack. We rule. #KingofCainhoy"
X Link 2025-12-16T14:08Z [--] followers, [---] engagements
"Advantage2 commercial now + annealing ecosystem rzgrlar = $45 PT rocket fuel confirmed. Lowcountry executed trinity strikes at open layered $QUBT this morning on the laggard dip (Strong Buy photonics monster) heavy watch on $ARQQpost-quantum encryption deals flowing quiet while priced low analysts seeing $60+ ignored. Asymmetry loading hard today. #LowcountryWildfire #QuantumCoils DYOR - RISK IS REAL - NFA - I am long these positions"
X Link 2025-12-16T15:14Z [--] followers, [--] engagements
"Dockside Dispatch Quantum Tech Analysis Just Dropped β‘ The full technical breakdown on the quantum trinity + the undervalued shadow is now live on Substack free for the realm. $IONQ $QBTS $RGTI $QUBT Jefferies catalyst hit today: Buy $IONQ @ $100 PT Buy $QBTS @ $45 PT Hold $RGTI @ $30 PT We loaded all four this morning on the dip. Coils unloading exactly as the marsh called it. Charts levels indicators dockside reads all there. Read it here: The future isnt coming. Its compounding. #KingofCainhoy #LowcountryWildfire #QuantumCoils π https://oplowcountry.substack.com"
X Link 2025-12-16T15:48Z [--] followers, [--] engagements
"That trapped-ion roadmap to 80k logical qubits by [----] + widening ecosystem (networking/sensing/space) = the exact asymmetry the marsh has been coiling on. Lowcountry just dropped the full dockside technical breakdown on $IONQ $QBTS $RGTI + undervalued $QUBT shadowcharts key levels indicators live. Coils unloading today. #QuantumCoils #LowcountryWildfire DYOR - RISK IS REAL - NFA - I am long these positions https://oplowcountry.substack.com https://oplowcountry.substack.com"
X Link 2025-12-16T15:57Z [--] followers, [---] engagements
"Solid list of street targetsbig money's betting heavy on payments ($MA $V $FOUR $ICE) data moats ($SPGI $MSCI) and enterprise software ($CRM $NOW $ADBE) compounding into [----]. $NVDA at $250 still feels like the crowd pricing yesterday's AI capex wave not tomorrow's margin reality The real asymmetry isn't in these consensus namesit's in the verticals the street's late to. Quantum pure-plays (trinity $IONQ $QBTS $RGTI + undervalued $QUBT) just got Jefferies initiation today with $100/$45/$30 PTs and average upside north of 100%. Fault-tolerance + commercial annealing loading while priced like"
X Link 2025-12-16T16:46Z [--] followers, [---] engagements
"Jefferies $100 PT aligning with the trapped-ion dominance the marsh coiled on early. Lowcountry loaded trinity + $QUBT shadow todayfull dockside tech breakdown (charts/levels/indicators) live free: #QuantumCoils #LowcountryWildfire DYOR - RISK IS REAL - NFA - I am long these positions https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com"
X Link 2025-12-16T17:37Z [--] followers, [--] engagements
"Measurable ROI on annealing production workloads = the quiet validation Jefferies stamped today ($45 PT on QBTS). Cainhoy coils tight in trinity + QUBT laggardquantum's business trajectory loading while priced pre-inflection. Substack dispatch: #LowcountryWildfire DYOR - RISK IS REAL - NFA - I am long these positions https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com"
X Link 2025-12-16T17:40Z [--] followers, [--] engagements
"Triple $100 PT cluster (Rosenblatt/Jefferies/B. Riley) screaming conviction while street lags. Lowcountry Wildfire Basket heavier todaycoils unloading on catalyst. Dockside breakdown live: #KingofCainhoy DYOR - RISK IS REAL - NFA - I am long these positions" https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com"
X Link 2025-12-16T17:42Z [---] followers, [--] engagements
"@epictrades1 Triple initiation firing shotsLowcountry layered $500 each in IONQ/QBTS/RGTI + QUBT shadow at open. Asymmetry intact while priced low. Full charts/levels: #QuantumCoils #LowcountryWildfire DYOR - RISK IS REAL - NFA - I am long these positions https://oplowcountry.substack.com https://oplowcountry.substack.com"
X Link 2025-12-16T17:49Z [--] followers, [--] engagements
"Quantum Coils Just Unloaded β‘ Jefferies dropped initiation on the trinity today: $IONQ Buy $100 PT $QBTS Buy $45 PT $RGTI Hold $30 PT Lowcountry stacked all four (including undervalued $QUBT shadow) at open. Full dockside technical breakdowncharts key levels RSI/MACD patternslive free on Substack. Thread π #QuantumCoils #LowcountryWildfire π https://oplowcountry.substack.com https://oplowcountry.substack.com"
X Link 2025-12-16T17:49Z [--] followers, [---] engagements
"$IONQ Trapped-Ion Kingpin Current $4748 Support $4146 (50-day hold) Resistance $55+ Jefferies $100 PT = 110% upside RSI neutral MACD curling bullish Breakout from consolidation loading Coils tightest here. #KingofCainhoy"
X Link 2025-12-16T17:53Z [--] followers, [--] engagements
"$QBTS Annealing Rocket Fuel Current $2425 Support $2022 Resistance $3045 Jefferies $45 PT = 87% upside Inverse H&S holding volume spike on commercial traction Pure asymmetry catching bid. #QuantumCoils"
X Link 2025-12-16T17:55Z [--] followers, [--] engagements
"$RGTI Superconducting Patience Current $2324 Support $2223 Jefferies $30 PT = 30% runway Higher lows intact needs sector rotation confirmation Most patientexecution risks real upside intact. $QUBT shadow laggard screaming disconnect ($11 avg PT $23.67) #LowcountryWildfire"
X Link 2025-12-16T17:58Z [--] followers, [--] engagements
"Quantum isn't hypeit's infrastructure pre-inflection. Jefferies put the realm on notice. We coiled early. Read the full free dispatch (no paywall): Paid alpha (exclusive strikes full recipes cookbook previews) loading soon. The marsh compounds quiet. We watch. We stack. We rule. #KingofCainhoy ππ https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com https://oplowcountry.substack.com"
X Link 2025-12-16T18:00Z [--] followers, [--] engagements
"Bear market over when $IONQ dips below $30 Jefferies just slapped a $100 PT on it this morningthat's 110% upside from here while the tape digests. Lowcountry loaded the dip yesterday; coils unloading green today. Marsh called the talents early. #QuantumCoils #LowcountryWildfire DYOR - RISK IS REAL - NFA - I am long IONQ"
X Link 2025-12-16T18:33Z [--] followers, [--] engagements
"Goodnight Dispatch from the Dock December [--] [----] Moons up over the marsh tide running quiet. Jefferies spoke at dawnthree calls three coils snapped loose. $IONQ $QBTS $RGTI got the streets blessing and the tape answered green. Wildfire burned bright. Moonshot stacked silent gains. Rainmaker kept the cash flowing. Lifesaver held the line like always. We called it months ago. We loaded it early. We flooded the timeline clean. System ruled another day. Lights out on the dock. Coils reset for tomorrow. Goodnight Lowcountry. The King of Cainhoy sleeps with one eye open. #KingofCainhoy"
X Link 2025-12-17T01:08Z [--] followers, [---] engagements
"@TacosdeTony Salt air's thick in Cainhoy tonight brother. Jefferies unloaded real ink yesterdayKevin Garrigan initiating IONQ Buy/$100 QBTS Buy/$45 RGTI Hold/$30. Street-high targets on the leaders implying 100%+ upside on IONQ alone from here. You say no science degree needed Fair hitGarrigan's background is Economics/Psychology from JMU finance track since [----]. But top tech analysts rarely hold PhDs in the underlying physics; they model roadmaps adoption curves and commercial traction. Wall Street pays for revenue forecasts not qubit derivations. Those LAZR/INVZ calls LIDAR hype peaked and"
X Link 2025-12-17T01:16Z [--] followers, [--] engagements
"You're mistakenextreme revenue multiples are the hallmark of transformative tech at inception. Snowflake debuted at 174x trailing sales in 2020; Zoom crested 85x during its [----] surge. TSLA routinely hit 20-30x forward P/S amid EV ascendancy; NVDA traded 8-12x forward pre-AI dominance. Quantum mirrors these: IONQ's 225x trailing (on $80M TTM revenue $18B cap) is par for moonshot infra with gov contracts hyperscaler ties and exponential upside. Multiples compress as revenue scaleshistory's lesson for shorts. Your bearish throne crumbles; the quantum realm bows to none. No further discourse"
X Link 2025-12-17T01:29Z [--] followers, [--] engagements
"Peloton was a pandemic-fueled fitness gimmick with no moatbikes gathering dust once gyms reopened. Quantum It's foundational infrastructure reshaping AI crypto and pharma backed by billions in gov funding and hyperscaler deals. You're the one echoing the shorts who trashed Amazon at 21x revenue in '99 or Yahoo at 169x during dot-com peaks. Sure bubbles burst but winners like those printed fortunes. IONQ's 160x forward isn't "BS"it's the price of paradigm shifts. Crown stays with the kings spotting the next wave not the fools paddling against it. No rebuttal necessary. π"
X Link 2025-12-17T01:37Z [--] followers, [--] engagements
"SPACs aren't inherently scams they're efficient vehicles for emerging tech with lockups preventing your "immediate 90% liquidation" myth. For IonQ's dMY merger sponsors faced 180-day holds extendable to [---] with earn-outs tied to $12+ price triggers post-150 days. No mass dump; shares vested gradually. Snowflake NVDA Tesla had IPOs in different eras but quantum's bleeding-edgeSPACs drew PIPE from Fidelity Silver Lake aligning long-term. Founders like Chapman hold millions in equity skin in the game intact. Your "scam" screech Echoes bears who faded early Amazon or Google. History crowns the"
X Link 2025-12-17T01:42Z [--] followers, [--] engagements
"I'm getting bored and this is redundant as you provide zero proofjust spamming the same "fraud stock" copypasta across dozens of unrelated threads ignoring actual progress. Factual milestones: IONQ's Aria hit 99.99% two-qubit gate fidelity in [----] up from 99.4% baseline via error correction tech. Azure integration expanded this year for broader access. DoD contracts exceed $100M including $54.5M AFRL for scalable quantum systems. NIST-validated benchmarks outperform competitors. McKinsey projects $1T+ economic impact by [----]. Stock surged 400%+ YTD to $49.67 close on Dec [--] on AQ 64"
X Link 2025-12-17T03:16Z [--] followers, [--] engagements
"Good morning from the private dock in Cainhoy8:30 AM EST sharp fog lifting off the Wando coffee black bell [--] minutes out. Pre-Market Dispatch December [--] [----] Futures ticking modestly higher after yesterday's mixed close (S&P -0.24% Nasdaq +0.23% Dow -0.62%). Current prints: S&P futures +0.3% Nasdaq [---] futures +0.4% Dow futures +0.2% Crude rebounding slightly to $56.10/bbl after multi-year lowsVenezuela sanctions chatter adding noise but energy sector remains the anchor. Quantum sleeve coiled and calm: $IONQ pre-market $49.20 (holding the line off yesterday's $49 close and intraday range"
X Link 2025-12-17T13:39Z [--] followers, [--] engagements
"Dockside Dispatch from Cainhoy: The blockade just lit the marsh fireand satellites saw it weeks ago. Fresh paid exclusive live: Venezuela shadow fleet squeeze seizures ramping heavy crude disruptions hitting refiners hard and why your pump + plate stay bid into [----]. Wildfire update: Energy spreads catching tailwind. Uranium steady amid nuclear escape velocity. Moonshot sleeve: Quantum pullback = buying window while topological/error advances race ahead. Paid eyes get the full oxygen: Live satellite clusters + AIS anomalies Probability radar (65% crude $65 Q1) Exact entry zones for refinery"
X Link 2025-12-18T01:49Z [--] followers, [--] engagements
"@zerohedge Your latest on shadow fleet enforcement lines up perfectly with what the satellites flagged weeks ago off Venezuela. Blockade lit the firerefinery spreads bidding food/freight inflation staying sticky into [----]. Dockside take here if interested: https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire"
X Link 2025-12-18T01:54Z [--] followers, [---] engagements
"@TankerTrackers Your datas been gold on the dark fleet growth. Latest blockade + enforcement heat = heavy crude squeeze hitting refiners. Dockside translation + satellite overlays here: https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire"
X Link 2025-12-18T01:54Z [--] followers, [---] engagements
"Dockside good morning from the private dock Cainhoy. Suns up pink-gold over the Wando pluff mud glowing like banked embers spartina standing tall in the calm tide. Coffees readyheres the clean premarket read from the marsh. Premarket snapshot Futures: Green across the board Nasdaq +0.8% (Micron blowout guidance up 10%+ premarket lifting semis/tech) S&P +0.40.5% Dow modest green Big catalyst: November CPI incoming Consensus: headline 2.72.9% YoY core easing Cooler print = more dovish Fed oxygen Crude: Holding blockade tailwind WTI $56.40 (+1%) Brent $60 Shadow fleet squeeze keeps heavy sour"
X Link 2025-12-18T14:29Z [--] followers, [--] engagements
"Dockside tease from the private dock Cainhoy. Sun climbing high over the Wando pluff mud warm under midday light tape running green on CPI dovish oxygen and Micron AI fire. But the real crown just came out of the oven. Peach-Sorghum Apple Pie Crown of the Orchard Peak Carolina peaches and crisp Granny Smith apples bound in pure sorghum caramel depth. All-butter lattice woven tight shatter-crisp and sparkling with Demerara sugar. Filling balanced sweet-tart-spiced bubbling thick like a perfect breakout. One slice and you understand why the throne demands perfection. This is not pie. This is"
X Link 2025-12-18T16:06Z [--] followers, [--] engagements
"Dockside mid-morning check-in from the private dock Cainhoy. Sun high and steady over the Wando pluff mud warm tape grinding green with no fade yet. CPI dovish oxygen + Micron AI validation still carrying the surgetech/semis leading Nasdaq +1.2% S&P +0.7% no real sellers showing. Four Lowcountry kingdoms all in green ink marching tight. Dry powder deployed this morning (+5% into INSM/ASTS/FCEL on weakness) already paying offlaggards catching bid hard. INSM rebounding clean off the trial miss ASTS space catalysts queuing FCEL quiet energy edge sharpening. No chase. No panic. Just compound the"
X Link 2025-12-18T16:43Z [--] followers, [--] engagements
"Dockside afternoon scan from the private dock Cainhoy. Sun beating down warm on the Wando pluff mud holding the heat tape still grinding higherno real pullback yet. CPI dovish tailwind + Micron AI fire carrying tech/semis strong Nasdaq +1.5% S&P +0.8%. Kingdoms compounding quiet: Dry powder adds (INSM/ASTS/FCEL) paying off harder nowlaggards fully in the bid. Winners running free. Momentum legs solid into close. Santa rally fueling no sellers in sight. Carry steady through the bell yall. The fires holding high. π₯ The King of Cainhoy Disclosure: Not financial advice."
X Link 2025-12-18T17:15Z [--] followers, [--] engagements
"While the tape runs green on CPI dovish fire the marsh fire from last night's paid dispatch is still burningblockade heat keeping heavy sour tight refinery spreads bid. Full satellite clusters + probability radar behind the wall: https://open.substack.com/pub/oplowcountry/p/lowcountry-wildfire-dispatch-paidutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/lowcountry-wildfire-dispatch-paidutm_source=share&utm_medium=android&r=6xsvnp"
X Link 2025-12-18T17:32Z [--] followers, [--] engagements
"Dockside afternoon scan from the private dock Cainhoy. Sun beating down warm on the Wando pluff mud holding the heat tape still grinding higherno real pullback yet. CPI dovish tailwind + Micron AI fire carrying tech/semis strong Nasdaq +1.9% S&P +1.3%.b930c5 Kingdoms compounding quiet: Dry powder adds (INSM/ASTS/FCEL) paying off harder nowlaggards fully in the bid. INSM rebounding clean off the trial miss ASTS space catalysts queuing FCEL quiet energy edge sharpening. Momentum legs solid into close. Santa rally fueling no sellers in sight. Carry steady through the bell yall. The fires holding"
X Link 2025-12-18T18:01Z [--] followers, [--] engagements
"@cvpayne CPI dove hard2.7% headline 2.6% core. Dovish oxygen fueling the surge. Dockside read on how it lit the kingdoms: https://open.substack.com/pub/oplowcountry/p/lowcountry-wildfire-dispatch-paidutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/lowcountry-wildfire-dispatch-paidutm_source=share&utm_medium=android&r=6xsvnp"
X Link 2025-12-18T18:22Z [--] followers, [--] engagements
"@Investingcom @Investingcom Lowest core since 2021markets pricing more cuts. Dovish tailwind carrying Nasdaq +1.5%. Shadow fleet squeeze from blockade holding crude bid. Full dispatch on the deeper current: https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire"
X Link 2025-12-18T19:05Z [--] followers, [---] engagements
"@YahooFinance @YahooFinance CPI cooler than feareddovish surprise lighting the tape. Tech/semis roaring energy steady on blockade heat. Lowcountry read on the marsh fire: https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire"
X Link 2025-12-18T20:10Z [--] followers, [---] engagements
"Dockside close from the private dock Cainhoy. Sun dipping low over the Wando pluff mud cooling after a full day's burn spartina settling into twilight hush. Markets rang the bell and closed strong greensurge held all day on CPI dovish surprise (headline 2.7% YoY core 2.6%) + Micron's monster AI validation (HBM sold out through 2026). Final tape December [--] [----] Nasdaq +1.5-1.7% (tech/semis roaring on Micron +12-13%) S&P +0.8-1.1% Dow +0.4-0.6% Crude closed bid on blockade heat: WTI $56.40 (+1%) Brent $60. Four Lowcountry kingdoms finished all green inkwinners running free (Rivian leading the"
X Link 2025-12-18T21:17Z [--] followers, [--] engagements
"Dockside coronation tease from the private dock Cainhoy. The oven just crowned the ultimate sovereign under midday sun. Peach-Sorghum Apple Pie Crown of the Orchard Peak Carolina peaches and crisp Granny Smith apples bound in pure sorghum caramel depth. All-butter lattice woven tight shatter-crisp and sparkling with Demerara sugar. Filling balanced sweet-tart-spiced bubbling thick like a perfect breakout. One slice and you understand why the throne demands perfection. This is not pie. This is coronation. Full royal recipe drops tomorrow paid exclusiveexact measurements pro tips maceration"
X Link 2025-12-18T23:32Z [--] followers, [--] engagements
"Dockside good morning from the private dock Cainhoy. Sun cracking the horizon pink-gold over the Wando pluff mud glowing like fresh embers spartina standing sentinel in the calm tide. Coffee brewing stronghere's the clean premarket read while the tape warms up. Premarket snapshot December [--] [----] Futures: Mildly green extending yesterday's momentum Nasdaq +0.4% (tech holding bid on Micron spillover) S&P +0.2% Dow flat Quiet calendar: Final U Michigan sentiment at [--] AM ETno big data bombs. Yesterday's CPI dovish tailwind + Micron AI validation still fueling. Crude: Steady bid on blockade heat"
X Link 2025-12-19T12:39Z [--] followers, [--] engagements
"Dockside market pulse from the private dock Cainhoy. Market just openedtape starting mild green extending yesterday's surge on lingering CPI dovish tailwind + Micron AI validation spillover. No big bombs pre-open quiet calendar today. Early open pulse December [--] [----] (9:40 AM ET) Nasdaq +0.5% (tech/semis holding strong) S&P +0.3% Dow flat to +0.1% Crude steady bid: WTI $56.40 (+0.5%) Brent $60. Kingdoms compounding quietWildfire buy-in at open executed clean into the laggards. Winners extending. No fade yet. Santa rally legs holding. Carry sharp through the day yall. The fires climbing"
X Link 2025-12-19T14:53Z [--] followers, [--] engagements
"@zerohedge Citadel's pillars spot onearly [----] shaping up dovish. Yesterday's CPI surprise still fueling the surge today. Blockade heat adding crude tailwind too. Dockside read on the marsh fire: https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire https://lowcountrywildfire.substack.com/p/the-blockade-lights-the-marsh-fire"
X Link 2025-12-19T15:03Z [--] followers, [--] engagements
"Dockside coronation from the private dock Cainhoy. The oven crowned the sovereign today. Peach-Sorghum Apple Pie Crown of the Orchard Peak Carolina peaches and crisp Granny Smith apples bound in pure sorghum caramel depth. All-butter lattice woven tight shatter-crisp and sparkling with Demerara sugar. Filling balanced sweet-tart-spiced bubbling thick like a perfect breakout. One slice and you understand why the throne demands perfection. This is not pie. This is coronation. Full royal recipe live paid exclusiveexact measurements pro tips maceration secrets timeline locked. Free readers caught"
X Link 2025-12-19T15:54Z [--] followers, [--] engagements
"@_donutninja that sorghum-glazed biscuit throne is a morning conquest worthy of the Lowcountry dock If your realm craves dessert elevation behold the King's Peach-Sorghum Apple Piecrisp lattice caramel depths 10/10 glory. Claim it here: ππ #LowcountryRoyalty https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp"
X Link 2025-12-19T17:33Z [--] followers, [--] engagements
"Dockside midday pulse from the private dock Cainhoy. Sun high over the Wando pluff mud warm tape holding market plusgreen extending with no fade yet. CPI dovish tailwind + Micron AI validation still fueling tech/semis Nasdaq +1.0% S&P +0.6%. Kingdoms compounding quietwinners running free laggards catching bid hard after this morning's opening buys: dry powder deployed into INSM (rebound off trial miss) ASTS (space catalysts queuing) BLDP (PEM fuel cell edge) MARA (mining leverage). No chase. No panic. Just compound the throne on relative dips while the winners run. Momentum legs solid into"
X Link 2025-12-19T18:15Z [--] followers, [--] engagements
"@tasteofhome Mini pies cute but full coronation biggerPeach-Sorghum Apple Pie with sorghum caramel depth and shatter-crisp lattice. Full royal recipe paid exclusive live: https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp"
X Link 2025-12-19T19:28Z [--] followers, [--] engagements
"@_donutninja Own-grown peaches in a sourdough crust That's throne-level right there. The sorghum caramel depth hits differentpeak Lowcountry coronation. There are several free recipies on my substack as well. Let me know what you think"
X Link 2025-12-19T19:36Z [--] followers, [--] engagements
"@CalOccupied @TRHLofficial @Southern_Living Southern bounty crownedPeach-Sorghum Apple Pie with sorghum caramel soul and shatter-crisp lattice. Full royal recipe paid exclusive live: https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/peach-sorghum-apple-pie-crown-ofutm_source=share&utm_medium=android&r=6xsvnp"
X Link 2025-12-19T19:46Z [--] followers, [--] engagements
"@_donutninja Christmas feast sounding absolute throne-levelroast duck with cherry port reduction green bean almondine w/bacon copycat Texas Roadhouse rolls. That's pure fire. Enjoy every bite π₯definitely be intrested in the pie"
X Link 2025-12-19T19:57Z [--] followers, [--] engagements
"Dockside close from the private dock Cainhoy. Sun dipping low over the Wando pluff mud cooling after a full day's burn spartina settling into twilight hush. Markets rang the bell and closed strong greensurge held all day on CPI dovish surprise (headline 2.7% YoY core 2.6%) + Micron's monster AI validation (HBM sold out through 2026). Final tape December [--] [----] Nasdaq +1.5-1.7% (tech/semis roaring on $MU +12-13%) S&P +0.8-1.1% Dow +0.4-0.6% Crude closed bid on blockade heat: $WTI $56.40 (+1%) Brent $60. Four Lowcountry porfolios finished all green inkwinners running free ($RIVN leading the"
X Link 2025-12-19T21:22Z [--] followers, [--] engagements
"Saturday Dispatch from the Cainhoy private dock markets closed marsh quiet. π
Tape closed strong Friday (Dec 19): S&P [---] +0.9% to [----] (weekly +0.1%) Nasdaq +1.3% to [-----] (weekly +0.5%) Dow +0.4% to [-----] (weekly -0.7%) Tech/AI rally returned fireMicron Nvidia led the charge after mid-week volatility. Risk back on Santa rally whispers growing as year-end approaches. Quantum coils held firm: $IONQ closed $48.50 range Jefferies $100 PT still offering 106% upside. Lowcountry remains loaded; marsh called it early. #QuantumCoils π₯ Bitcoin hovering $88K90K amid dipssteady hedge as portfolios"
X Link 2025-12-20T14:30Z [--] followers, [--] engagements
"Dockside Lunch Dispatch December [--] [----] Private dock Cainhoy. Sun high over the Wando. Cast iron screaming. One skillet. Zero weakness. Maximum violence. Lowcountry Bourbon-Cream Shrimp Linguine Wild-caught shrimp seared hard in screaming hot iron edges armored crisp. Linguine tossed in bourbon-spiked cream reductiondeep smoke subtle sweetness garlic roar. Finished with shaved parm crown fresh parsley scatter and Old Bay whisper for marsh bite. First twirl hits harder than weakness turning green. Cream grips the pasta. Shrimp owns the float. Juice runs eternal. [-----] eats first. Portfolios"
X Link 2025-12-20T15:48Z [--] followers, [--] engagements
"Solid year-end checklist. With portfolios compounding into [----] locking higher contribution limits early positions dry powder for quantum/energy dips. Lowcountry watching IONQ roadmap hitsguidance now $106-110M revenue for '25 trapped-ion lead intact. Marsh calls steady accumulation. #QuantumCoils"
X Link 2025-12-20T15:55Z [--] followers, [--] engagements
"Mid-morning lunch from the private dock December [--] [----] Sun high over the Wando winter breeze light. Cast iron screaming hot. One skillet. Zero weakness. Maximum violence. Lowcountry Cowboy Smash Burger Prime beef balls smashed thin lacy edges crisping to armor juices rendering gold. Double patty stacked with aged sharp cheddar melt thick applewood bacon crispy onion rings for crunch pickled jalapeos for bite tangy BBQ sauce glaze and comeback sauce drizzle on butter-toasted brioche. First bite hits harder than weakness turning green. Cheddar grips molten. Bacon snaps salt. Onion rings"
X Link 2025-12-21T16:15Z [--] followers, [--] engagements
"From the private dock December [--] [----] Winter dusk over the Wando. The paid exclusive just launched early The Blockade Lights the Marsh Fire: Part II Deeper geoint shadows: CENTURIES boarded BELLA [--] pursuit Merey frozen mid-Atlantic refinery spreads bidding amid glut clash energy sleeve positioning for [----] chaos (uranium escape velocity + quantum cross-winds). Full alpha unlocked for paid reign only come closer to the throne: [-----] sees first. Marsh unbroken. King of Cainhoy ππ₯ #GeointAlpha #LowcountryWildfire #EnergySleeve"
X Link 2025-12-21T23:58Z [--] followers, [---] engagements
"Lowcountry truth: real moonshots aren't built in conference roomsthey're forged in the fire of relentless execution. $QS still grinding toward that Carolina plant reality solid-state coils tightening while the noise screams 'overhyped.' I've got skin in the game and eyes on the rebuild. The marsh teaches patience but when the tide turns it turns hard. Who's holding through the fog"
X Link 2025-12-22T01:40Z [--] followers, [---] engagements
"Cainhoy dock truth: Factory-direct delivery via unsupervised miles flips the entire ownership gameno dealers no handoffs just the beast rolling up to your door on its own terms. Wildfire basket heavy in the pure autonomy play that's rewriting transport margins. Conviction built for the decade grind while the millions compound quiet. Empire's loading the chamber"
X Link 2025-12-22T02:10Z [--] followers, [---] engagements
"Lowcountry sovereign view: Cybercab sightings stacking in Palo Alto while unsupervised testing logs real-world milespure autonomy coiling tight. Wildfire realm overweight the ecosystem rewriting mobility: no noise no chase just calculated asymmetry sized for the long war. Busy forging the compounder as the future pulls up driverless. In a few years the marsh horizon stretches further. Bourbon raised to the relentless executors"
X Link 2025-12-22T02:17Z [--] followers, [---] engagements
"Goodnight from the private Cainhoy dock. Tides slack under a cold December moon silver line sharp across the black water. Wind off the Wando carries the last trace of oak smoke and salt bite. Channel markers blinking steady in the distance nothing else moving. Glass empty everything down to the essentials: water against the pilings marsh in winter silence realm holding firm. Futures quiet overnight into Mondays open. Thin holiday week ahead volume light moves can come quick. Wildfire basket coiled patient for whatever the bell brings. Sleep hard world. Empire sharpens in the dark. Till the"
X Link 2025-12-22T02:39Z [--] followers, [--] engagements
"@YahooFinance Gold punching $4400+ and silver eyeing $70best year in decades while equities chase AI highs. Safe-haven bid intact amid thin holiday volume. Watching miners/commodity plays from the dock for Wildfire rotation. Marsh calm on the surg"
X Link 2025-12-22T14:56Z [--] followers, [--] engagements
"@YahooFinance @marketminute Shipping/logistics + banking + gold flagged for '26. Solid call on rotation from overbought tech. Lowcountry empire eyeing transportation/energy exposure. Wildfire basket positioned quiet. Asset owners winning indeed"
X Link 2025-12-22T15:41Z [--] followers, [----] engagements
"Mid-morning dispatch from the private dock Sun climbing high over the marsh Wando mirror-calm in [-----]. Market holding green strong: S&P [----] (+0.6%) Nasdaq +0.9% (AI rebound rollingNVDA/ORCL carrying) Gold/silver records firm. Thin holiday volume letting winners run. Wildfire basket green on the printno chase. Empire building one bite at a time. - King of a Cainhoy #LowcountryWildfire #KingofCainhoy https://twitter.com/i/web/status/2003129514780487735 https://twitter.com/i/web/status/2003129514780487735"
X Link 2025-12-22T15:44Z [--] followers, [--] engagements
"Lunch dispatch from the private dock Midday throne crowned: King of Cainhoy Lowcountry Linguine alle Vongole mussels seared scallops and sweet shrimp in garlicky white wine broth. Lemon bright red pepper heat linguine glossed perfect. Briny shells open scallops crusted golden shrimp just pink. Pure coastal sovereignty. Market green into lunch: S&P +0.6% Nasdaq +0.9% on AI bid commodities firm. Thin volume day disciplined holds paid. Wildfire basket green quiet. Empire building one twirl at a time. -King of Cainhoy DYOR. RISK IS REAL. Full free recipe blueprint now live: Long live the table."
X Link 2025-12-22T16:24Z [--] followers, [--] engagements
"Afternoon dispatch from the private dock Sun high over the marsh Wando still glass in [-----]. Black Shelby Baja parked Ducati gleaming [---] relaxing. Market holding the holiday bid into afternoon: S&P +0.6% Nasdaq +0.9% (AI rebound intactNVDA/ORCL semis carrying) Gold/silver records firm copper strong on data center tailwinds. Thin volume stretching winnersrotation whispers into commodities/energy while tech runs hot. Wildfire basket green quiet disciplined holds paying. No chase. Just calm sovereignty watching the tape from the throne. Evening grill firing soon. Empire building steady. - King"
X Link 2025-12-22T19:27Z [--] followers, [--] engagements
"Spot on with the snake oil vibe. The original promise was peer-to-peer electronic cash without trusted third parties yet today the vast majority of crypto trading volume and liquidity is concentrated on a handful of centralized exchanges (Binance Coinbase Bybit OKX etc.). True decentralization would mean non-custodial wallets and DEXs dominating but convenience speed and leverage keep the herd on CEX. same old custodial risk just with better marketing. The irony is thick: Bitcoin was born to kill intermediaries but the ecosystem rebuilt them faster and shinier. Still early thoughreal adoption"
X Link 2025-12-22T20:03Z [--] followers, [--] engagements
"Late afternoon dispatch from the private dock Sun still high enough to light up the marsh like polished glass out here on the Wando. Shelby and Ducati parked waiting for the ride later. Bourbon on standby. Market's kept its cool all day.no fireworks just steady green on thin holiday volume: S&P sitting +0.6% Nasdaq still out front +0.9% (AI names not giving an inch) Gold comfy above $4430 silver pushing toward $69 Wildfire basket riding the bid easy. No drama no chasejust disciplined holds doing their job. Feels like the tape's in vacation mode too. Saying i got this. Grill warming up soon."
X Link 2025-12-22T20:40Z [--] followers, [--] engagements
"@RaoulGMI @farokh 6-hour beef rag with Rummo is dedication my Cainhoy bourbon-infused rag tonight adds oak-caramel to guanciale/porcini base. Slow milk finish for velvet. Throne-level fuel"
X Link 2025-12-22T21:05Z [--] followers, [--] engagements
"QBTS and IONQ looking coiled for a run again. If they break higher in this thin volume it's full risk-on mode. Wildfire basket watching quantum exposure from the Cainhoy dock disciplined holds ready for the bid. Thoughts on targets if they ignite DYODD risk is real I own the above stocks mentioned"
X Link 2025-12-22T21:12Z [--] followers, [---] engagements
"Good night dispatch from the private dock Marsh gone dark now stars punching through clear over the Wando in [-----]. Quiet enough to hear the tide breathe. Bourbon poured neat grill cooling down from tonight's crown. Day closed green tape steady Wildfire holds strong realm rolling without noise. Tomorrow the sun cracks gold again. Deadlifts calling dispatches firing empire building. Sleep like kings legends. Rise and rule. π₯Unbroken -King of Cainhoy Not advise. DYODD risk is real. #LowcountryWildfire #KingofCainhoy"
X Link 2025-12-23T01:51Z [--] followers, [--] engagements
"Good morning dispatch from the private dock Sun cracking gold over the marsh this morning Wando flat calm [-----] waking slow. Black Shelby Baja gleaming Ducati ready coffee steaming strong. Pre-market futures green quiet risk-on tone carrying into the week. AI names leading the bid quantum watch coiled (QBTS/IONQ/RGTI primed). Commodities firm gold holding records. Wildfire basket positioned calm disciplined holds for the stretch run. Another day to crown the table and the tape. Rise and rule legends. -King of Cainhoy π₯Unbroken #LowcountryWildfire #KingofCainhoy"
X Link 2025-12-23T14:20Z [--] followers, [--] engagements
"Flat futures but the coil stays tight from the dock. Quantum and AI exposure held strong yesterday while majors coasted Wildfire basket positioned calm for whatever the data brings. Thin holiday tape favors the patient. ππ₯ Disclosures: Not financial advice. I hold positions in quantum/AI names including QBTS IONQ RGTI. DYOR"
X Link 2025-12-23T15:08Z [--] followers, [--] engagements
"Everything shared here is earned in real time. Wins posted. Holds posted. Vision posted. Positions held through noise. Machines parked. Marsh breathing. Legacy building. Join if you respect sovereignty. Stay if you build enduring rule. The kingdom stands. The marsh fire spreads steady. Long live the King. ππ₯ #OpLowcountry #Cainhoy"
X Link 2025-12-23T15:57Z [--] followers, [--] engagements
"GOOG leading AMZN lagging classic rotation inside the Mag7. One mans trash becomes treasure when the multiple compresses enough. AWS re-acceleration + tariff noise fading in [----] could flip that red line quick. Wildfire stays patient where the disruptive moats run deepest regardless of YTD rank. Solid chart. ππ₯"
X Link 2025-12-23T16:37Z [--] followers, [---] engagements
"Mid-session dispatch from the private dock December [--] [----]. Thin holiday tape holding quiet green: S&P [---] +0.3% (6896 flirting with fresh records). Nasdaq +0.3%. Majors drifting on low volume classic pre-Christmas calm. Quantum pure-plays digesting yesterday's strong legs (Dec 22): QBTS closed +20% ($32) on CES [----] showcase lock and analyst initiations. IONQ +11%. RGTI +13%. Sector momentum tied to expanding coverage commercial traction and roadmap hype but valuations stretched volatility expected. Broader AI firm: GOOG leading Mag7 YTD (+63%) NVDA solid hyperscalers guiding massive 2026"
X Link 2025-12-23T18:04Z [--] followers, [--] engagements
"SPYI/QQQI 50/50 split is sharp for high monthly cash flow blending S&P stability with Nasdaq growth/volatility premium. Targeting 1315% blended yield in choppy tape while keeping equity exposure. From the private dock: Wildfire portfolio stays pure on disruptive growth conviction (quantum/AI/autonomy roadmaps) generational compounding over capped upside. But for an income sleeve to fund the kingdom steady this blend runs clean. Strong play. Respect the dividend throne. ππ₯ (Disclosures: Not advice. Hold quantum/AI names incl QBTS/IONQ/RGTI. DYOR.)"
X Link 2025-12-23T19:48Z [--] followers, [---] engagements
"Exactly.the incentive asymmetry is the quiet U.S. superpower in quantum. Abroad (China/Europe): centralized billions flow slow through national labs and long-horizon plans. progress real but commercialization lags behind state priorities. U.S.: public equities + private capital + shareholder pressure force execution velocity. IONQ locking AWS/Azure deals RGTI scaling fab QBTS pushing Advantage2 roadmap all fueled by narrative momentum turning into revenue faster than ministry budgets allow. Market forces punish delays reward proof that's why the pure-plays re-rate on milestones while global"
X Link 2025-12-23T19:57Z [--] followers, [--] engagements
"Goodnight dispatch from the private Cainhoy dock. Wando gone ink-black under a thin December moon tide breathing slow against the pilings marsh whispering secrets only the stars hear. Grill's cooled from tonight's sear bourbon glass empty Wildfire basket coiled patient through the thin holiday chop. Day closed steadypositions held firm no noise no weakness. Quantum coils hum quiet Rainmaker dividends compound in the dark. Sleep like kings legends. Rest deep recharge sharp. Tomorrow the sun cracks gold over the pluff mud dispatches fire and the empire sharpens again. Rise and rule unbroken."
X Link 2025-12-24T01:35Z [--] followers, [--] engagements
"@RampCapitalLLC @aubreystrobel Men are simple creatures: steak on the grill bourbon in the glass positions green by close. The rest is just noise. Dockside truth. ππ₯"
X Link 2025-12-24T03:41Z [--] followers, [--] engagements
"Good morning dispatch from the private dock Cainhoy December [--] [----]. Sun cracking gold over the Wando marsh flat calm [-----] waking slow. Coffee steaming strong. Pre-market quiet on thin holiday volume ahead of early close. Futures little changed after yesterday's steady drift majors holding near records low conviction tape. Tech/AI carrying the bid soft quantum sleeve coiled patient (QBTS/IONQ/RGTI digesting recent legs no fireworks yet but roadmap intact). Commodities firm gold near highs. Wildfire basket positioned calm disciplined holds through the stretch Rainmaker compounding in the"
X Link 2025-12-24T14:31Z [--] followers, [--] engagements
"Good morning from the Cainhoy dock. Dec [--] [----] Christmas Eve. Wando crystal clear sun climbing golden over the pines tide steady Lowcountry light perfect. Coffee black grill fired up early smoke rolling. Market update (mid-morning): Premarket futures flat/slightly off (S&P -0.1% Nasdaq -0.2% Dow -0.05%). Yesterday's close held strong: S&P record [----] (+0.46%) Nasdaq +0.57% Dow +0.16% on thin volume. Session ends early at [--] PM ET today full close tomorrow. Quantum coil steady: $ASTS BlueBird [--] in orbit clean (ISRO LVM3 success overnight) largest commercial phased-array deployed in LEO. $IONQ"
X Link 2025-12-24T16:06Z [--] followers, [--] engagements
"@commonsenseplay Quantum red while $SPY greenclassic holiday thin volume dip. Overlooked: QEC papers exploded to 120+ in [----] (vs [--] prior) IonQ KISTI Tempo deal positions it strong. Dispatch has [----] edges if holding through volatility"
X Link 2025-12-24T17:00Z [--] followers, [---] engagements
"Midday Dockside Dispatch Dec [--] [----] Sun high over the Wando marsh gold water deep blue. Christmas Eve middayquiet thin crowds world holding breath. Markets: Holiday half-speed. S&P [---] futures flat/fractional after yesterday's record close [----]. Dow/Nasdaq steady. Volume whisper-thin. Quantum coiled tight. IONQ/QBTS/RGTI eased slightly on profit-takingno fresh breaks but setup intact: IonQ-KISTI 100-qubit Tempo deal finalized Dec [--] (hardware en route hybrid platform for Korea) D-Wave CES [----] showcase locked (Dec [--] annc) annealing wins Bourbon neat catching sun last night's Cohiba spice"
X Link 2025-12-24T19:40Z [--] followers, [---] engagements
"Down here on the dock we got plenty of rural roots mixed with folks from everywhere. Nobody's forcing anyone to live anywhere. People choose their pace their values their neighbors. That's freedom not a problem. Stay sovereign. Don't let the loud ones define the quiet ones. Unbroken π₯ King of Cainhoy π"
X Link 2025-12-24T19:57Z [--] followers, [---] engagements
"From the private dock in Cainhoy December [--] 2025: Christmas Eve golden hour stretching slow. Sun low over the Wando warm amber paths across the flat black water tide easing back over pluff mud without ripple. Marsh grass still palmettos dark against the sky's blue-gold fade. No wind; Lowcountry just breathes. Weathered planks glow soft orange in the dying rays banked embers pulsing faint warmth. Black Ops Shelby truck parked throne-sidestealth black no chrome all midnight menace and lifted aggression (Fox shocks BDS suspension BFGoodrich KO2s dual ram air hood Black Ops badging quiet on the"
X Link 2025-12-24T21:27Z [--] followers, [--] engagements
"From the private dock in Cainhoy Christmas Eve golden hour stretching slow. Sun low over the Wando amber paths on black water tide creeping back quiet. Marsh still palmettos dark no wind. Red [----] Ducati V4 and black Ops Shelby throne-side no flash just coiled guardians. Tonight's free drop: "Banked Low Not Out" Behike + bourbon ritual for red-tape pauses updated [----] thesis (KISTI rolling D-Wave CES locked hybrid moats widening) Wildfire/Rainmaker positions transparent (entries/exits shown) why patience wins as the tide returns silent. No paywall tonightfree for the kingdom. Read reflect"
X Link 2025-12-24T22:07Z [--] followers, [--] engagements
"QBTS/IONQ looking coiled againspot on. Holiday thin volume dips are the marsh sleeping but underlying simmer is real: Tempo to HANKANG partnerships scaling error-correction literature exploding. [----] shows the fire. Reflective piece from the dock on why the thesis waits patient: https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp"
X Link 2025-12-25T01:29Z [--] followers, [--] engagements
"Nailed the [----] QEC explosion (120 papers) talent scarcity (600-700 specialists) and geopolitical racesets [----] as the ignition year for fault-tolerant demos. Red tape today Healthy exhale fire banked. Christmas Eve reflection tying the quiet marsh to quantum momentum: https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp"
X Link 2025-12-25T01:41Z [--] followers, [--] engagements
"$IONQ lagging QQQ on no-news thin trade is classic holiday breathnot structural. Revenue ramps guiding higher hybrid solvers outperforming classical KISTI deal scaling. Coils never loosened; [----] lights it up. Deeper dispatch from the dock on why dips are just the marsh sleeping: https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp https://open.substack.com/pub/oplowcountry/p/coils-tight-on-christmas-eve-quantumutm_source=share&utm_medium=android&r=6xsvnp"
X Link 2025-12-25T01:45Z [--] followers, [---] engagements
"From the private dock in Cainhoy Christmas night settling slow. MERRY Christmas and goodnight Wando black mirror under a sharpening starfield marsh hushed deeper than silence tide ebbing low. Banked embers glow faint orange Behike [--] smoke curling deliberate bourbon neat warming the glass against the chill. Quantum pure-plays eased further on ghost-volume tape$IONQ/$QBTS/$RGTI breathing red while broader indices etched records in the Santa rally. No fracture just the exhale: KISTI/HANKANG Tempo locked and rolling fidelities pinned at 99.99% QEC papers still exploding from 2025's quiet surge."
X Link 2025-12-25T02:27Z [--] followers, [--] engagements
"Correcting for accuracy: The vessel is CENTURIES IMO [-------] (Panama-flagged VLCC loaded 1.8M bbls Merey-16 at Jos Dec 7-11). Noticed some confusion on the IMO in earlier chatterthanks for the update on her AIS reappearance south of DR heading toward GOLA. Stay safe out there. #OOTT #Tankers"
X Link 2025-12-25T04:23Z [--] followers, [--] engagements
"Good morning from Cainhoy dock. Merry Christmas. Marsh hushed tide turning fire banked warm. Peace settle deep joy rise fierce. Rule unbroken. ππ₯π"
X Link 2025-12-25T13:39Z [--] followers, [--] engagements
"If I can only hold [--] for all of [----] throne picks stay simple: $IONQ pure quantum coils tightening (fidelities QEC KISTI deals incoming) $QBTS annealing edge for real-world optimization scaling fast $NVDA the AI inferno that funds the rest Blackwell/Rubin demand won't quit Wildfire patience: quantum + AI infra convergence. Tide turns slow but fierce. ππ₯ No advice just dock thoughts"
X Link 2025-12-25T23:45Z [--] followers, [---] engagements
"Tide rolling easy eyes on $NU (Nubank). Founders still locked in strongVlez 19.5% equity / 75%+ voting Junqueira adding her stake for unbreakable control post-IPO dual-class. No politics distraction just disciplined scaling. US charter application filed Sept '25 with OCCpatient process ahead but signals long-term global map (beyond 120M+ LatAm customers). Tape quiet today ($16.73$16.80 $80B+ cap YTD beast) low volume grind. Rainmaker vibe here: efficient compounding machine (revenue growth profitability ramp) funding the next legs without chase. Conviction holds through the hush. Unbroken"
X Link 2025-12-26T15:16Z [--] followers, [---] engagements
"@ApollosChariot7 Solid ecosystem play from CainhoyRainmaker dividends compound silent through precious bids like silver's surge. Stack the physical let the throne build. Unbroken. ππ₯ #LowcountryWildfire DYOR"
X Link 2025-12-26T15:29Z [--] followers, [--] engagements
"No single "ticker" chase in Rainmakerfocus steady high-yield payers with metals tailwind (e.g. midstream energy like EPD for dividend throne or miners/ETFs with physical perks if basis-lowering). Silver surge rewards patience + stack. What's your current lane Unbroken. ππ₯ #LowcountryWildfire DYOR"
X Link 2025-12-26T16:15Z [--] followers, [--] engagements
"The bid's realsilver smashing $75+ highs gold firm above $4500 metals on structural tailwind (safe-haven flows Fed easing bets). Rainmaker sleeve compounds silent here: high-yield payers + physical stack for unbreakable basis. No hype just patience paying. What's your favorite metals play ππ₯ #LowcountryWildfire DYOR NFA"
X Link 2025-12-26T17:04Z [--] followers, [--] engagements
"@SpacBobby From Cainhoy: RKLB's SDA prime win ($816M+) + Neutron path loading real re-rate potential. Moonshot sleeve watches these asymmetry legs patientno FOMO into strength. Golden Dome tailwind structural Conviction holds. ππ₯ #LowcountryWildfire DYOR NFA"
X Link 2025-12-26T17:44Z [--] followers, [---] engagements
"@TheApeOfGoldST Solid silver junior lineupbid strong with spot $74. Rainmaker sleeve watches metals tailwind patient no chase into juniors. Physical stack lowers basis; paper plays compound when conviction aligns. What's your top pick here Unbroken. ππ₯ #LowcountryWildfire DYOR NFA"
X Link 2025-12-26T17:46Z [--] followers, [---] engagements
"Solid contrarian call on healthcare for '26sector wrecked while tech ripped ATHs. UNH crushed on Medicare chaos/MLR spikes HIMS volatile from GLP-1 lawsuits/competition MRK lagging China sales NVO down 40% losing obesity ground to LLY. But reversal setup looks real: premium hikes fixing margins reg easing cost cuts and NVO's oral Wegovy pill (FDA approved Dec [--] launching early '26) as a big catalyst to claw back share. Oversold and beatenpatience could reward. Lifesaver basket eyes these for ballast; no chase just coiled conviction. Agree on the bounce potentialNVO pill the key trigger ππ₯"
X Link 2025-12-26T18:31Z [--] followers, [--] engagements
"Baratz lays it out crystal clear: annealing quantum is already delivering where it counts. D-Wave's system crushed that magnetic materials sim in minutes at just [--] kW. Frontier-class supercomputer Nearly one million years + more electricity than the world burns in a year. That's real peer-reviewed advantage from Science not tomorrow's promise. Hybrid-ready now carving real efficiency into AI's power beast before it swallows everything. Coils tightening. Line held sovereign. Big fan of this path. Rise slow. Rule deep. Sustainably. π₯Unbroken - King of Cainhoy #KingofCainhoy #Lowcountry"
X Link 2025-12-26T19:58Z [--] followers, [---] engagements
"Dockside dispatch Private dock Cainhoy. December [--] [----]. Post-Christmas stillness over the Wando. Water like black glass stars holding court. Throne secured bourbon steady tape running quiet but clear. D-Wave's CEO Dr. Alan Baratz drops the hammer in Fast Company: annealing quantum computing offers a direct path to energy-efficient AI. The hard proof "A breakthrough published in Science demonstrated that our D-Wave quantum computer solved a magnetic materials simulation problem in minutes using just [--] kilowatts of power." Classical supercomputersthink Frontier at Oak Ridgewould need nearly"
X Link 2025-12-26T20:00Z [---] followers, [--] engagements
"Lowcountry respectyour mom's shrimp and grits looks like dockside royalty. Over the marsh we just dropped a full blueprint for "From the Private Dock: Lowcountry Ribeye Cap with Blackened Shrimp and Bourbon-Andouille Pan Sauce." Seared steak fiery shrimp bourbon depththrone-worthy Southern fire. Free on Substack: ππ₯π₯© What's your twist on blackened shrimp https://oplowcountry.substack.com/ https://oplowcountry.substack.com/"
X Link 2025-12-27T00:55Z [--] followers, [--] engagements
"Chef Pan's Khao Man Gai hits that family-recipe soulLowcountry pride in every bite. From Cainhoy dock: our "From the Private Dock: Lowcountry Ribeye Cap with Blackened Shrimp and Bourbon-Andouille Pan Sauce" blends steak sear shrimp fire and bourbon sauce roar. Inspiring multi-layer depth. Free Substack read: ππ₯π€ Thoughts on bourbon in pan sauces https://oplowcountry.substack.com/ https://oplowcountry.substack.com/"
X Link 2025-12-27T00:58Z [--] followers, [--] engagements
"Myrtle Beach's Lowcountry gems shineboardwalk to chef-driven fire. Dockside from Cainhoy: "From the Private Dock: Lowcountry Ribeye Cap with Blackened Shrimp and Bourbon-Andouille Pan Sauce" crowns steak with shrimp heat and bourbon depth. Throne-level Southern indulgence. Free on Substack: ππ₯π₯ What's your favorite Lowcountry twist https://oplowcountry.substack.com/ https://oplowcountry.substack.com/"
X Link 2025-12-27T01:09Z [--] followers, [--] engagements
"December [--] [----]. Dockside dispatch. Cainhoy Peninsula. Wando ink-black under sharpening stars marsh whispering secrets to the tide embers banked from throne sear. Quiet conviction settling like pluff mud after thin reopen flow. Tape closed steadyS&P [-------] (down whisper 0.03%) Nasdaq [--------] (eased 0.09%) Dow [--------] (slipped 0.04%). Precious metals throne dominant: silver beast $74.64 (post-$75 surge holding) gold firm $4527. Quantum coils patient (IONQ/QBTS/RGTI digesting light volume roadmaps locked for '26). Rainmaker dividends compound silentsteady yields like a mistress's gaze"
X Link 2025-12-27T02:36Z [--] followers, [--] engagements
"spot on classic upper BB tag/rejection on $RKLB after the SDA $816M catalyst run. Not parabolic exhaustion just healthy digestion in a monster [----] trend (400%+ YTD on Neutron path + launch cadence). Dec [--] fade (68% red) was thin-holiday profit-taking not structural fail. Holding above $70 pivot keeps the asymmetry alive for '26. Moonshot sleeve patient no chase eyes on re-test/support hold. Whats your next levels watch Reign on. ππ₯ #LowcountryMoonshot DYOR/NFA"
X Link 2025-12-27T13:37Z [--] followers, [---] engagements
"solid call on $ZETA 27%+ revenue CAGR margins inflecting forward P/E sub-22 in AI marketing cloud is rare asymmetry right now. Marigold acquisition + '26 guidance bump ($1.54B+) keeps the wildfire potential alive. Wildfire/Moonshot sleeve watching for hold above $1819 pivot. Comparable buys Still lean toward coiled names with clearer paths (quantum edges) but $ZETA's execution is hard to ignore. What levels are you eyeing for entry Unbroken ππ₯ #LowcountryWildfire DYOR/NFA" https://twitter.com/i/web/status/2004911250036162940 https://twitter.com/i/web/status/2004911250036162940"
X Link 2025-12-27T13:44Z [--] followers, [---] engagements
"IonQ's 99.99% two-qubit fidelity world record + trapped-ion edge (coherence/scalability) cements leadership. '26 catalysts (Tempo KISTI delivery 256-qubit path) keep the asymmetry burning. Wildfire basket coiled patient here; crucial hold above $38 support for reaccumulation. No chase just unbreakable. Thoughts on next fidelity milestone Reign on. ππ₯ #LowcountryWildfire DYOR/NFA""
X Link 2025-12-27T14:03Z [--] followers, [---] engagements
"Dockside truth on @HyperTechInvest's GPU dispatch: AMD's 10/8GB VRAM hike confirmed Dec '25 retail bumps 20-40 Jan wave incoming. DRAM contracts up 171.8% YoY Q3 '25 AI fire raging. Memory kings shifting 18-28% to HBM: SK Hynix 62% share Q2 Micron 21% Samsung 17%. NVDA 30-40% gaming cut 1H '26 Rumor from Board Channels unconfirmed. AI beast-modes supply consumers pay. DYOR no-chase. Unbroken. ππ₯"
X Link 2025-12-27T19:26Z [--] followers, [----] engagements
"Solid duo call on $ZETA & $PATH for '26 unbroken momentum building. Quick hit (Dec [--] 2025): $ZETA: Hotter hand. +153% YoY holiday usage 87% time savings via AI agents Marigold boost. [----] rev $1.5B+. Holding $19$20 breakout zone. Targets $29$30+. $PATH: Steady. S&P MidCap [---] entry (Jan '26) = passive inflows. Agentic features rolling. Mid-$17$18 rebound potential. Zeta leads near-term; PATH catches up on adoption/index flows. Complementary AI workflow plays. Not fading. Zeta first or PATH surprise Let's fly unbroken King of Cainhoy. π₯©π
π NfA. Own above positions. DYODD"
X Link 2025-12-27T22:09Z [--] followers, [---] engagements
"Throne-solid fact no compromise. De Masi took the reins and unleashed a beast-mode year nobody saw coming: Raised over $3B fresh capital at premium valuations confirmed multiple equity deals (March ATM $350M July $1B October $2B monster led by Heights) swelled cash to $3.5B+ pro forma. Great terms rewarded execution no distress dilution. Rapid-fire acquisitions: half a dozen Try seven-plus ID Quantique (quantum networking) Lightsynq (signals) Capella Space (sensing/satellite) Oxford Ionics ($1.075B chip-trap play) Vector Atomic (sensing) Skyloom (optical comms) Qubitekk/Entangled roots."
X Link 2025-12-28T01:01Z [--] followers, [---] engagements
"Absolutely Fair caution but the numbers and tone swing too hard. The "half billion" over the last [--] months isn't accurate for de Masi alone and the "only thing we can guarantee is more insider sales" cuts deeper than the filings support. Verified currents from SEC Form 4s and reports thru late Dec 2025: De Masi's personal sales in 2025: $106110M total. Big June block (2.597M shares indirect via Isalea Investments LP at $40.34 avg $104.8M) was a planned 10b5-1 trade. Smaller ones: June tax withhold $392k Sep $716k (16k shares at $44.40) Dec $822k (16k shares)mostly structured for RSU"
X Link 2025-12-28T01:03Z [--] followers, [--] engagements
"Brother keeps it razor-sharp and factualno fluff no compromise. The callout is spot-on and the distinction he draws between blockchain and crypto/BTC is straight from Jamie Dimon's own mouth over the years including [----] updates. Verified currents as of December [--] 2025: Jamie Dimon believes in blockchain technology not crypto: Dead accurate. Dimon has consistently praised blockchain as legitimate transformative tech for finance (e.g. JPMorgan's Onyx platform processed over $1.5 trillion in tokenized transactions in [----] JPM Coin live for institutional settlements). In his October [--] 2025"
X Link 2025-12-28T01:26Z [--] followers, [---] engagements
"Spot-on from Micron's Q1 FY2026 earnings (Dec [--] 2025): HBM TAM $35B in [----] $100B by [----] (tripling in [--] years [--] years ahead of prior forecast). AI demand accelerating hardsupply sold out through [----]. Solid macro tailwind for $MU $NVDA $AMD $AVGO. Cyclical risks long-term noted. DYOR. Unbroken. ππ₯"
X Link 2025-12-28T01:43Z [--] followers, [---] engagements
"From the private dock: Weak jabs land then vanish quicker than footprints in rising tide. Professional retreat it seems. Throne holds unbroken. Alpha compounds. Plates sear violent. Echoes dissolve in pluff mud. Rise slow. Rule deep. ππ₯"
X Link 2025-12-28T05:30Z [--] followers, [--] engagements
"Yeah fair enough. The Tom Lee clip and the post around it are just more fuel for the crypto hype cycle right nowclassic end-of-year "parabolic phase" talk that gets reposted everywhere because it sounds explosive and sells clicks. Liquidity injections + sentiment flips can absolutely move markets hard (we've seen it before) but Lee's track record on exact price targets and timelines is spotty enough that the skeptics in the replies have a point. The $15k ETH by EOY call from October didn't land and the "next [--] days reset expectations" line is vague enough to be right no matter what happens"
X Link 2025-12-28T05:55Z [--] followers, [--] engagements
"I'm bullish on the setup in theoryless crowded trade oversold after the bleed solid Nov deliveries (36275 up 76% YoY) and improving vehicle marginsbut not convinced enough to pull the trigger yet. The chart's Fib bounce looks clean and the "bottom may be in" narrative has legs if China EV momentum holds into Q4 guidance (120k125k deliveries). But headwinds are real: dilution risk from raises fierce competition squeezing pricing and broader China macro uncertainty. Consensus analyst targets sit around $6.50$7 (Hold/Buy mix) implying 3040% upside from $5 levels but recent ratings have been"
X Link 2025-12-28T15:14Z [--] followers, [---] engagements
"Lunch Dispatch from the private dock Cainhoy Sunday December [--] [----]. Sun high over the Wando now marsh tide lazy through the pluff mud cast iron screaming volcanic on the burner. Black coffee gone cold Topo Chico still fizzing throne holding court with that midday quiet reset. Todays throne fuel: Lowcountry Shrimp Scampi with Pimento-Infused Garlic Butter & Angel Hair nuclear-seared jumbo shrimp armored crisp garlic-butter empire deglazed with white wine subtle pimento cheese melt for silky Lowcountry tang light lemon zest after-note (just a whisper of fresh lift no citrus shout). Tossed"
X Link 2025-12-28T16:07Z [--] followers, [--] engagements
"Midday Dispatch from the private dock Cainhoy Sunday December [--] [----]. Sun riding high over the Wando now marsh tide lazy and low pluff mud glistening under that crisp winter light. Air sharp high-50s light breeze carrying salt and pine cast iron still warm from the morning siege. Topo Chico cold and fizzing throne steady herons stalking slow along the reeds. Quiet reset holding strong as the year winds down. The conquest from earlier is live and burning: Cainhoy Volcanic Shrimp Scampi Empire armored shrimp crisp from nuclear sear garlic-butter empire smoky with bourbon deglaze pimento silk"
X Link 2025-12-28T16:52Z [--] followers, [--] engagements
"@wealthmatica Spot on$ZETA's 1P data flywheel is the real moat especially post-Marigold. SKU-level precision at 10:1 ROAS That's asymmetric edge in marketing automation. Holding strong here no chase just conviction through the ramp. Unbroken. π"
X Link 2025-12-28T19:47Z [--] followers, [--] engagements
"@ZaStocks Clean thread$PATH building that multi-month base nicely low-volume coil setting up for breakout if Santa holds. Fits the AI-adjacent rotation bucket with $ZETA. Watching for volume confirmation. Throne patient. ππ₯"
X Link 2025-12-28T19:52Z [--] followers, [---] engagements
"@retail_mourinho Strong watchlist$PATH agentic automation ramp and $ZETA data flywheel both coiled for [----] asymmetry. $ZETA's revenue beats keep it higher on the conviction ladder. What's your allocation split between the two Unbroken. π"
X Link 2025-12-28T19:58Z [--] followers, [---] engagements
"@EvoRelic Classic1914 Detroit Electric at 30mi range shows how far #EV has come. Today's asymmetry in battery tech ($QS solid-state $EOSE zinc LDES) pushes 300+ mi and grid-scale storage. Patient holds on the evolution. Unbroken. π DYOR"
X Link 2025-12-28T20:06Z [--] followers, [---] engagements
"Strong sectors for [----] asymmetry. My picks: Healthcare: $NVO (GLP-1 dominance + pipeline depth) Robotics: $TSLA (Optimus + FSD scaling) Energy: $EOSE (zinc LDES for grid/AI power demand) Space: $RKLB (SDA contracts + Neutron ramp) Patient holds no chase. What's your conviction level on each Unbroken. ππ₯ DYOR https://twitter.com/i/web/status/2005372068515516730 https://twitter.com/i/web/status/2005372068515516730"
X Link 2025-12-28T20:15Z [--] followers, [---] engagements
"@CompoundingTony Strong breakdown$EOSE's capacity ramp to 3.23.6 GWh in [----] and margin turn positive is the real asymmetry play. Zinc LDES fits AI/grid demand perfectly (no lithium risk). Patient hold here no chase through the scale. Unbroken. π DYOR"
X Link 2025-12-28T20:21Z [--] followers, [--] engagements
"Late Afternoon Dock Post Sunset Reflective Sun dipping low over the Wando now marsh glowing in that soft December gold tide pulling gentle through the pluff mud one last time today. Air cooling sharp herons gliding silent throne holding steady as shadows stretch long across the water. Topo Chico gone flat coffee cup empty cast iron cold from the morning siege. Grateful for another day in the reset. [----] flows recap: EV sales surged 21% through November battery storage installs jumped 38% SC corridor primed with Honda's Ohio plant stake buyout signaling legacy commitment. Quantum coil"
X Link 2025-12-28T20:27Z [--] followers, [--] engagements
"Fairboth still building bases no rush to pull the trigger. $ZETA's data flywheel and consistent revenue beats give it a slight edge on conviction for me right now but $PATH's agentic automation ramp could surprise big if execution holds. Watching volume and catalysts either way. What's the trigger that would flip you in on one Unbroken. π DYOR always. Not financial advice. Positions held personally. https://twitter.com/i/web/status/2005382263551238636 https://twitter.com/i/web/status/2005382263551238636"
X Link 2025-12-28T20:56Z [--] followers, [---] engagements
"Marsh edge dispatch: $NBIS at 2-3x '26 ARR screams asymmetry in the AI infra storm2.5GW power guide ClickHouse billions Avride robotaxis with $UBER. Debasement flows lift all compute boats but this one's coiled for the hyperscaler squeeze. Conviction add on the dip or waiting for the Missouri greenfield to light up Throne holds steady. ππ₯ https://twitter.com/i/web/status/2005391581474435430 https://twitter.com/i/web/status/2005391581474435430"
X Link 2025-12-28T21:33Z [---] followers, [---] engagements
"Common sense cuts through the hype fog . BTC's 'adoption takes time' rings true for tech revolutions but after [--] years the primary utility (peer-to-peer electronic cash) remains mostly dormantLightning helps but mass payments Still waiting on the dock. Saylor's 'digital gold' label holds if you zoom out on debasement flows but the volatility beta (wild monthly swings vs. gold's steady negative correlation to risk assets) makes it more wildfire than anchor. Gold's utility Tangible no counterparty centuries-proven hedge when fiat wheezes (DXY [--] -9% YTD). BTC adds scarcity/network effects but"
X Link 2025-12-28T21:42Z [--] followers, [--] engagements
"Dispatch from the private dock. Dusk on the Wandomarsh ember-gold tide slow-breathing shadows long across the pluff mud. Throne steady after today's reset: Volcanic Shrimp Scampi Empire blueprint live (free) metals roaring patient coils in AI/automation/EV/grid. The real blaze ignites tonight. "The Blockade Lights the Marsh Fire: Part III" drops [--] PM. EU noose cinches. Med strikes land. Shadow fleet mutates fast. [----] glut fractures energy squeeze. Fleet adaptations market ripples dark-lane watchpaid subs only. LINK IN BIO Watch the lanes burn. Rise and rule. Unbroken. ππ₯ -King of Cainhoy"
X Link 2025-12-29T00:18Z [--] followers, [--] engagements
"Dispatch from the private dock Cainhoy December [--] [----] Dusk settling over the Wandomarsh ember-gold tide breathing slow tanker silhouettes fading into the haze. Throne steady after the day's reset: metals roaring patient coils in AI/automation/EV/grid holding firm. The real fire ignites tonight. "The Blockade Lights the Marsh Fire: Part III" is live now. EU noose cinching tighter. Med strikes landing. Shadow fleet mutating fastre-flags arms race dark lanes adapting. [----] glut fractures into energy squeeze. Fleet evasion enforcement ripples market watchall uncut. Paid subs onlycheck your"
X Link 2025-12-29T01:10Z [--] followers, [--] engagements
"Thin holiday tape next weekdesks half-empty volume ghost town but Santa window still cracked open. S&P futures clinging near records after-hours no major data to derail the grind. Low liquidity cuts both ways: easy upside on light buying quick dip if anyone sneezes. I'm voting Bullish herepath of least resistance feels higher into year-end/early Jan but eyes wide open on the thinness. Crypto likely tags along if risk stays on though BTC's chop could swing harder. Stay light watch the flows no hero bets in the quiet. You holding or adding on any pull Marsh is calm tonight. ππ₯"
X Link 2025-12-29T02:01Z [--] followers, [--] engagements
"@mgp127 Agreed hold makes sense here"
X Link 2025-12-29T02:18Z [--] followers, [--] engagements
"Morning Dispatch:from the Private Dock Cainhoy: December [--] [----] Morning light creeping slow over the Wandolow clouds hugging the pluff mud post-rain salt thick in the air tide pulling gentle. Boots firm on dock boards. Topo Chico with methylene blue ready and fizzing beside me. Cast-iron patient on the burner waiting for the day's siege. Markets thin but holding into year-end: S&P [---] futures down 0.20.3% Nasdaq [---] futures off 0.4% Dow futures near flat to slightly positive in spotsprofit-taking after records low liquidity amplifying the drift. Santa rally cautious but [----] wraps strong"
X Link 2025-12-29T13:26Z [--] followers, [--] engagements
"Silver's violent reversal classic thin-trade leverage unwindCME margins + rumored bank blowup fuel the flush. From Cainhoy dock: industrial demand (EV batteries solar) still coils long-term; this is shakeout not endgame. Quantum supply chains feel the ripple. Free throne scan tonight. Sovereign hold. https://twitter.com/i/web/status/2005646980228218952 https://twitter.com/i/web/status/2005646980228218952"
X Link 2025-12-29T14:27Z [--] followers, [---] engagements
"@hajiyev_rashad Silver dip to $72 then rebound setupvolatility washout creating asymmetric long. Lowcountry lens: industrial tailwinds (batteries/quantum) remain; this is buy-the-dip theater. π₯Unbroken"
X Link 2025-12-29T14:56Z [--] followers, [---] engagements
"Lunch Dispatch from the private dock Cainhoy Monday December [--] [----]. Midday sun slicing through low clouds over the Wando marsh still holding yesterday's rain in the pluff mud tide lazy and salt-thick. Cast-iron volcanic on the burner smoke curling low Topo Chico fizzing beside the throne. Black coffee cold nowthrone reset locked after morning market drift and metals shakeout. Silver's flush from $83 to $75+ is classic leverage unwind not fracture; industrial coils (solar EV grid) still tight long-term. Patient stacks rewarded weakness flushed. Todays throne fuel: Dock Glazed Bacon"
X Link 2025-12-29T16:02Z [--] followers, [--] engagements
"8/10 bacon cheeseburger respect. Cainhoy dock twist: nuclear-seared smash patty dusted in house Bay Blend (celery salt silk + ginger-clove depth) heavy pineapple-brown sugar glaze caramelized crisp bacon belt + cheddar melt. No weakness. Blueprint here: Unbroken. ππ₯π https://open.substack.com/pub/oplowcountry/p/dock-glazed-bacon-cheeseburger-dusted https://open.substack.com/pub/oplowcountry/p/dock-glazed-bacon-cheeseburger-dusted https://open.substack.com/pub/oplowcountry/p/dock-glazed-bacon-cheeseburger-dusted"
X Link 2025-12-29T17:39Z [--] followers, [--] engagements
"Dock Dispatch: Tide Ebb & Conviction Hold December [--] [----] Cainhoy private dock Tide pulling out slow exposing oyster bars like quiet sentinels. No sunset drama todayjust the raw steady breath of the Lowcountry holding its ground while the tape whispers adjustments. Metals anchor firm: gold steady around $4340$4350 (down from $4500+ peaks but still +6670% YTD central banks stacking through noise). Silver shook to $72$73 zone after $79$80+ highsleverage flush on thin volume yet industrial demand (solar EV batteries AI grids) clamps tight China export limits Jan [--] still looming. Physical stacks"
X Link 2025-12-29T18:50Z [--] followers, [--] engagements
"Shanghai premium blasting to $12+ while paper gets smashedclassic East-West divergence. From Cainhoy dock: CME margin theater flushing weak hands but physical/industrial coils (solar/EV/AI grids) stay clamped. This is buy-the-dip setup not fracture. Patient stacks win long-term. Unbroken. ππ₯ https://twitter.com/i/web/status/2005715881297371437 https://twitter.com/i/web/status/2005715881297371437"
X Link 2025-12-29T19:01Z [--] followers, [----] engagements
"@HenrikZeberg Euphoric spike yes but industrial hunger + supply limits (China Jan [--] curbs) keep the fire lit post-flush. Dockside view: volatility washout creates asymmetric entries; tangible hedges like physical silver anchor through the noise. Throne holdno chase. Rise slow. ππ₯"
X Link 2025-12-29T19:43Z [--] followers, [----] engagements
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/creator/twitter::OpLowcountry