# ![@OptoThemes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1026859783100485637.png) @OptoThemes OPTO

OPTO posts on X about stocks, ai, watch, china the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1026859783100485637/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1026859783100485637/c:line/m:interactions.svg)

- [--] Week [-----] +43%
- [--] Month [-----] -19%
- [--] Months [-------] -93%
- [--] Year [---------] +691%

### Mentions: [--] [#](/creator/twitter::1026859783100485637/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1026859783100485637/c:line/m:posts_active.svg)

- [--] Week [--] +50%
- [--] Month [--] +13%
- [--] Months [--] no change
- [--] Year [--] -56%

### Followers: [------] [#](/creator/twitter::1026859783100485637/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1026859783100485637/c:line/m:followers.svg)

- [--] Week [------] -0.02%
- [--] Month [------] -0.24%
- [--] Months [------] -1.30%
- [--] Year [------] -2.70%

### CreatorRank: undefined [#](/creator/twitter::1026859783100485637/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1026859783100485637/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  49% [stocks](/list/stocks)  36% [technology brands](/list/technology-brands)  16% [cryptocurrencies](/list/cryptocurrencies)  6% [countries](/list/countries)  6% [fashion brands](/list/fashion-brands)  2% [automotive brands](/list/automotive-brands)  1% [exchanges](/list/exchanges)  1% [social networks](/list/social-networks)  1% [financial services](/list/financial-services)  1%

**Social topic influence**
[stocks](/topic/stocks) 20%, [ai](/topic/ai) 16%, [watch](/topic/watch) 5%, [china](/topic/china) 5%, [blockchain](/topic/blockchain) 4%, [acquisition](/topic/acquisition) 3%, [longterm](/topic/longterm) 3%, [sentiment](/topic/sentiment) 3%, [market](/topic/market) 3%, [gold](/topic/gold) 2%

**Top accounts mentioned or mentioned by**
[@peterjbeck](/creator/undefined) [@rocketlab](/creator/undefined) [@alibabagroup](/creator/undefined) [@amazon](/creator/undefined) [@apple](/creator/undefined) [@statistacharts](/creator/undefined) [@advisorshares](/creator/undefined) [@gtigrows](/creator/undefined) [@curaleafinc](/creator/undefined) [@planet](/creator/undefined) [@alanbaratz](/creator/undefined) [@dwavequantum](/creator/undefined) [@charlieyouakim](/creator/undefined) [@sezzleinc](/creator/undefined) [@hyundaiglobal](/creator/undefined) [@mckinsey](/creator/undefined) [@pinduoduoinc](/creator/undefined) [@shopify](/creator/undefined) [@mercadolibre](/creator/undefined) [@genuineimpact](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Arista Networks Inc (ANET)](/topic/$anet) [UiPath, Inc. (PATH)](/topic/$path) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Strategy (MSTR)](/topic/$mstr) [Oracle Corporation (ORCL)](/topic/$orcl) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Aura Minerals Inc. (AUGO)](/topic/$augo) [Tesla, Inc. (TSLA)](/topic/$tsla) [WeRide Inc. (WRD)](/topic/$wrd) [Orla Mining Ltd. (ORLA)](/topic/$orla) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Sanmina  Corp (SANM)](/topic/$sanm) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [QuantumCore (QBS)](/topic/quantum) [WILLOW (WILLOW)](/topic/willow) [CLEANSPARK INC (CLSK)](/topic/$clsk) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Hims & Hers Health, Inc. (HIMS)](/topic/hims-hers) [Netflix Inc (NFLX)](/topic/nflx) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Microsoft Corp. (MSFT)](/topic/microsoft) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Celestia (TIA)](/topic/celestia) [Salesforce Inc (CRM)](/topic/salesforce) [ServiceNow Inc (NOW)](/topic/servicenow) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"As AI workloads reshape data center energy use Vertiv $VRT is emerging as a core supplier of power and cooling infrastructure. Q3 results confirm its position but the question now is whether it can sustain it. https://optoforesight.substack.com/p/will-interest-in-this-data-center https://optoforesight.substack.com/p/will-interest-in-this-data-center"  
[X Link](https://x.com/anyuser/status/2018657820657455198)  2026-02-03T12:08Z 23.8K followers, [---] engagements


"Aura Minerals $AUGO has seen its share price nearly quadruple in 2025; can strength in gold and copper prices in [----] keep the rally going https://optoforesight.substack.com/p/small-cap-gold-miner-surges-278-is https://optoforesight.substack.com/p/small-cap-gold-miner-surges-278-is"  
[X Link](https://x.com/anyuser/status/2003127141849038913)  2025-12-22T15:35Z 23.8K followers, [----] engagements


"Robotaxi rollouts are accelerating. $TSLA $BIDU and $WRD are expanding fleets and routes in [----]. But with valuations stretched and competition rising we explore whos best positioned to lead: https://optoforesight.substack.com/p/which-stocks-are-leading-the-robotaxi https://optoforesight.substack.com/p/which-stocks-are-leading-the-robotaxi"  
[X Link](https://x.com/anyuser/status/2013548188142027107)  2026-01-20T09:44Z 23.8K followers, [----] engagements


"Orla Mining $ORLA has outperformed gold with 230% gains. With record production and expansion underway is this still a high-conviction play or already fully valued https://optoforesight.substack.com/p/red-hot-mid-cap-miner-does-better https://optoforesight.substack.com/p/red-hot-mid-cap-miner-does-better"  
[X Link](https://x.com/anyuser/status/2017249449043546363)  2026-01-30T14:52Z 23.8K followers, [---] engagements


"PayPals $PYPL leadership reset triggered a sharp fintech selloff but the industrys next phase may be driven by AI agents. Find out how payments firms are now positioning for a shift toward agent-led commerce in 2026: https://optoforesight.substack.com/p/paypal-and-other-leading-fintech https://optoforesight.substack.com/p/paypal-and-other-leading-fintech"  
[X Link](https://x.com/anyuser/status/2021164859082051755)  2026-02-10T10:10Z 23.8K followers, [---] engagements


"With hyperscalers set to ramp AI capex again in [----] Sanmina $SANM is positioning as a vertically integrated manufacturing partner. We explore why AI infrastructure spending continues how SANM fits the buildout and what risks investors should watch: https://optoforesight.substack.com/p/a-lesser-known-ai-enabler-hiding https://optoforesight.substack.com/p/a-lesser-known-ai-enabler-hiding"  
[X Link](https://x.com/anyuser/status/2022333654064828802)  2026-02-13T15:34Z 23.8K followers, [---] engagements


"Why is Rigetti Computing Up 1720% In the Past [--] Months The global quantum computing market is projected to grow at a 32.7% CAGR reaching $5.3 billion by [----] with Rigetti ($RGTI) poised as a key player. The stock soared 319.86% last month driven by Willow news. Read more: https://www.cmcmarkets.com/en-gb/opto/rgti-stock-why-is-rigetti-computing-up-1720-in-the-past-12-months https://www.cmcmarkets.com/en-gb/opto/rgti-stock-why-is-rigetti-computing-up-1720-in-the-past-12-months"  
[X Link](https://x.com/OptoThemes/status/1877298504168780227)  2025-01-09T10:16Z 24.6K followers, [---] engagements


"$CLSK: Is CleanSpark Set to Reach New Highs in [----] CLSK is down 33.53% in the past six months but recent milestones and US policies could signal a comeback. As one of the top Bitcoin miners CleanSpark's operational efficiency and US-focused strategy stand out. Many analysts have high expectations but can CLSK's share price keep up Read more: https://www.cmcmarkets.com/en-gb/opto/clsk-is-cleanspark-set-to-reach-new-highs-in-2025 https://www.cmcmarkets.com/en-gb/opto/clsk-is-cleanspark-set-to-reach-new-highs-in-2025"  
[X Link](https://x.com/OptoThemes/status/1879111431691423996)  2025-01-14T10:20Z 24.5K followers, [---] engagements


"With the recent acquisition of Frame AI HubSpot $HUBS is confident it can reap the rewards of AI. Several analysts reiterated a "buy" rating but there are questions around company's stalling customer base growth. Read more: https://www.cmcmarkets.com/en-gb/opto/hubs-stock-can-ai-accelerate-hubspots-customer-growth https://www.cmcmarkets.com/en-gb/opto/hubs-stock-can-ai-accelerate-hubspots-customer-growth"  
[X Link](https://x.com/OptoThemes/status/1879485812573925667)  2025-01-15T11:08Z 24.5K followers, [---] engagements


"As patients struggle to get their hands on branded versions of weight loss drugs demand for compounded alternatives grows. Hims & Hers' subscriber base increased 44% on the back of this demand fueled by the company's cost-effective version of Ozempic. Read our full investment case to find out whether $HIMS stock should be on your radar link in comments"  
[X Link](https://x.com/OptoThemes/status/1879500740277715007)  2025-01-15T12:07Z 24.5K followers, [---] engagements


"Earnings season is under way. While many of the major tech stocks don't report until next week we explore some calls worth paying attention to this week. Netflix $NFLX is in focus after NFL games drew over 30M views - read on for other stocks to watch. https://www.cmcmarkets.com/en-au/opto/this-weeks-biggest-earnings-did-netflix-have-a-good-q4 https://www.cmcmarkets.com/en-au/opto/this-weeks-biggest-earnings-did-netflix-have-a-good-q4"  
[X Link](https://x.com/OptoThemes/status/1881643650981167461)  2025-01-21T10:03Z 24.5K followers, [---] engagements


"While construction might not be an obvious choice for tech investors Procore's $PCOR [----] AI integration for smarter decision-making and improved workflows strengthens its market position. Read on to find out if it's a stock to watch: https://optoforesight.substack.com/p/will-a-novel-ai-use-case-boost-this https://optoforesight.substack.com/p/will-a-novel-ai-use-case-boost-this"  
[X Link](https://x.com/OptoThemes/status/1881704775659765799)  2025-01-21T14:05Z 24.4K followers, [---] engagements


"Verizon $VZ the world's third-largest telecom firm by market cap has struggled in recent years with its stock failing to recover from [----] dips. However growing 5G momentum is lifting analysts' outlook ahead of Q4 earnings. Read our full case: https://www.cmcmarkets.com/en-gb/opto/vz-stock-verizon-q4-earnings-preview https://www.cmcmarkets.com/en-gb/opto/vz-stock-verizon-q4-earnings-preview"  
[X Link](https://x.com/OptoThemes/status/1882384158934352118)  2025-01-23T11:05Z 24.5K followers, [---] engagements


"Constellation Energy is at the centre of the AI-driven power boom. With its $16.4B Calpine acquisition and a major deal with Microsoft the company is expanding to meet surging data center demand but regulatory risks loom. Read the full case: https://optoforesight.substack.com/p/ceg-stock-ai-data-center-boost-for https://optoforesight.substack.com/p/ceg-stock-ai-data-center-boost-for"  
[X Link](https://x.com/OptoThemes/status/1895108513103290629)  2025-02-27T13:47Z 24.3K followers, [---] engagements


"Tencent is raising its AI spend to compete with Baidu and Alibaba. Its latest reasoning model Hunyuan T1 and strong Q4 earnings suggest big potential - but will it be enough to lead Chinas AI race Read more: https://optoforesight.substack.com/p/ai-in-china-can-tencent-see-off-alibaba https://optoforesight.substack.com/p/ai-in-china-can-tencent-see-off-alibaba"  
[X Link](https://x.com/OptoThemes/status/1905199447329341461)  2025-03-27T10:05Z 24.3K followers, [---] engagements


"With only one approved product TG Therapeutics might seem like a long shot but 2024s numbers say otherwise. And a new delivery method could be the catalyst for its next phase of growth. Read OPTO's full investment case: https://optoforesight.substack.com/p/whats-behind-this-biotechs-170-climb https://optoforesight.substack.com/p/whats-behind-this-biotechs-170-climb"  
[X Link](https://x.com/OptoThemes/status/1908110513373946348)  2025-04-04T10:52Z 24.3K followers, [---] engagements


"Ashley Johnson President and CFO of @planet joins OPTO Sessions to discuss how the company is pushing the frontier of Earth observation. She breaks down Planets evolving business model and how affordable real-time satellite data is opening up new possibilities across government agriculture and disaster response. Watch the full interview: https://www.youtube.com/watchv=r5N-3b2J9Tg&t=2s https://www.youtube.com/watchv=r5N-3b2J9Tg&t=2s"  
[X Link](https://x.com/OptoThemes/status/1912883774641053741)  2025-04-17T15:00Z 24.3K followers, [----] engagements


"Credo Technologys active electrical cables (AECs) are quietly becoming essential to the AI data center boom faster smaller and more efficient than legacy options. As AI shifts from training to real-time inference demand is spiking. Read our in-depth analysis for more detail on why analysts are so bullish on this stock: https://optoforesight.substack.com/p/why-are-analysts-so-bullish-on-this https://optoforesight.substack.com/p/why-are-analysts-so-bullish-on-this"  
[X Link](https://x.com/OptoThemes/status/1914973361404252287)  2025-04-23T09:23Z 24.1K followers, [---] engagements


"Quantum is real and commercial today says Dr. Alan Baratz @Alan_Baratz the CEO of @dwavequantum in the latest episode of OPTO Sessions. He discusses the current state and future of quantum computing emphasizing the unique capabilities of D-Wave's quantum annealing. Watch the full episode: https://www.youtube.com/watchv=quTfCBDP804&t=15s https://www.youtube.com/watchv=quTfCBDP804&t=15s"  
[X Link](https://x.com/OptoThemes/status/1918260732581249190)  2025-05-02T11:06Z 24.3K followers, [----] engagements


"@Peter_J_Beck CEO of @RocketLab returns to OPTO Sessions to talk about end-to-end space solutions new corporate structures and its growing role in national security. Watch the full interview: https://www.youtube.com/watchv=an53DC8-x8g https://www.youtube.com/watchv=an53DC8-x8g"  
[X Link](https://x.com/OptoThemes/status/1925927769348661251)  2025-05-23T14:52Z 24.2K followers, [--] engagements


"Sir @Peter_J_Beck CEO of @RocketLab returns to OPTO Sessions to talk about end-to-end space solutions new corporate structures and its growing role in national security. Watch the full interview: https://www.youtube.com/watchv=an53DC8-x8g https://www.youtube.com/watchv=an53DC8-x8g"  
[X Link](https://x.com/OptoThemes/status/1925934017850774005)  2025-05-23T15:17Z 24.2K followers, [----] engagements


"One US-based BNPL provider has defied regulatory pressure and short-seller allegations to deliver a near 900% share price surge in [--] months - and posted 123% revenue growth in Q1 alone. We explore whats driving the momentum - and whether its sustainable: https://optoforesight.substack.com/p/why-is-this-fintech-sizzling https://optoforesight.substack.com/p/why-is-this-fintech-sizzling"  
[X Link](https://x.com/OptoThemes/status/1935979208997568889)  2025-06-20T08:33Z 24.1K followers, [----] engagements


"What does the falling-out between Hims & Hers and Novo Nordisk mean for the larger weight loss space https://www.cmcmarkets.com/en-gb/opto/hims-vs-novo-weight-loss-drug-rivalry-spirals https://www.cmcmarkets.com/en-gb/opto/hims-vs-novo-weight-loss-drug-rivalry-spirals"  
[X Link](https://x.com/OptoThemes/status/1942141656167264522)  2025-07-07T08:40Z 24.1K followers, [----] engagements


"MDA Space is fast becoming one of the most compelling stories in space tech helping position Canada in a rapidly expanding global market. The stock has surged over 200% in the past year - we explore whats driving this momentum and whether it can last: https://optoforesight.substack.com/p/this-space-robotics-stock-is-aiming https://optoforesight.substack.com/p/this-space-robotics-stock-is-aiming"  
[X Link](https://x.com/OptoThemes/status/1945096264585982320)  2025-07-15T12:21Z 24.1K followers, [----] engagements


"ISS retires [----]. Next up: private space stations. Axiom Starlab Blue Origin/Sierra Space in front. Pharma R&D new materials tourism & sat servicing could fuel a $1.8 T market by [----]. Early investors could own the backbone of off-world economy. More: https://optoforesight.substack.com/p/this-space-robotics-stock-is-aiming https://optoforesight.substack.com/p/this-space-robotics-stock-is-aiming"  
[X Link](https://x.com/OptoThemes/status/1945852964452618360)  2025-07-17T14:27Z 24.1K followers, [----] engagements


"Charlie Youakim @CharlieYouakim CEO and Co-Founder of @sezzleinc joins OPTO Sessions to discuss companys journey from startup to publicly listed fintech leader - and why Buy Now Pay Later is just the beginning. Watch the full interview: https://www.youtube.com/watchv=EozT4VhNKKM https://www.youtube.com/watchv=EozT4VhNKKM"  
[X Link](https://x.com/OptoThemes/status/1949786016203657486)  2025-07-28T10:56Z 24.1K followers, [----] engagements


"Astera Labs ALAB is down nearly 10% in [----] but after a 230% post-IPO rally and strong Q1 results - $159M revenue 75% margins and profitability - the pullback may signal opportunity. Deep-dive stock analysis here: https://optoforesight.substack.com/p/dont-overlook-this-ai-semiconductor https://optoforesight.substack.com/p/dont-overlook-this-ai-semiconductor"  
[X Link](https://x.com/OptoThemes/status/1950113488119931340)  2025-07-29T08:37Z 24.1K followers, [----] engagements


"Like an ETF but yours. Build it. Automate it. Done in minutes"  
[X Link](https://x.com/OptoThemes/status/1950919364208947433)  2025-07-31T13:59Z 24.1K followers, 37.7K engagements


"Like an ETF but yours. Build it. Automate it. Done in minutes"  
[X Link](https://x.com/OptoThemes/status/1950919364334755877)  2025-07-31T13:59Z 24.1K followers, 41.2K engagements


"Folios just launched - a new tool from the OPTO team to design and invest in your own stock index. Copy a top-performing user-created Folio like Tech Titans or Cyber [--] own it as it is customize it or build your own. We'd love your support: https://www.producthunt.com/products/opto-folioslaunch=opto-folios https://www.producthunt.com/products/opto-folioslaunch=opto-folios"  
[X Link](https://x.com/OptoThemes/status/1952267006243422316)  2025-08-04T07:15Z 24.1K followers, 62.6K engagements


"Arista Networks beat Q2 expectations with $2.2bn in revenue now second only to Cisco in Ethernet switch market share. We explore whats driving growth - and what could slow it down: https://optoforesight.substack.com/p/anet-stock-ai-demand-drives-arista https://optoforesight.substack.com/p/anet-stock-ai-demand-drives-arista"  
[X Link](https://x.com/OptoThemes/status/1955546761994613206)  2025-08-13T08:27Z 24.1K followers, [---] engagements


"Arista Networks beat Q2 expectations with $2.2bn in revenue now second only to Cisco in Ethernet switch market share. We explore whats driving growth - and what could slow it down: https://optoforesight.substack.com/p/anet-stock-ai-demand-drives-arista https://optoforesight.substack.com/p/anet-stock-ai-demand-drives-arista"  
[X Link](https://x.com/OptoThemes/status/1955546812879712420)  2025-08-13T08:27Z 24K followers, [----] engagements


"The shift is profound. VCs are backing tokenization platforms supply chain security and modular blockchain architectures amounting to nothing less than the digitization of traditional finance and commerce"  
[X Link](https://x.com/OptoThemes/status/1957398425600676276)  2025-08-18T11:05Z 24K followers, [--] engagements


"Real-world asset tokenization is exploding. 📈 It is projected to grow at 53% annually through [----] from $600bn in [----] to nearly $19trn. 🏠 Real estate commodities and even IP are being fractionalized on blockchain networks"  
[X Link](https://x.com/OptoThemes/status/1957398427110674533)  2025-08-18T11:05Z 24K followers, [--] engagements


"The tech is maturing. Modular blockchains like Celestia and Polygon [---] solve scalability issues. Fast cheap transactions unlock real-world use cases. Enterprise adoption is no longer a pipe dream"  
[X Link](https://x.com/OptoThemes/status/1957398433548939408)  2025-08-18T11:05Z 24.1K followers, [--] engagements


"But risks are real. 🌍 Regulation remains uncertain. 🔐 Complexity breeds vulnerability. The $1.5bn Bybit hack in early [----] was a wake-up call: Digital assets arent risk-free"  
[X Link](https://x.com/OptoThemes/status/1957398435193078001)  2025-08-18T11:05Z 24.1K followers, [--] engagements


"The AI infrastructure story extends far beyond Nvidias chips. Were witnessing a monumental expansion of infrastructure spanning power generation cooling systems memory production and specialized manufacturing equipment"  
[X Link](https://x.com/OptoThemes/status/1958897106569118006)  2025-08-22T14:20Z 24.1K followers, [--] engagements


"Consider the numbers: AI infrastructure spending is projected to grow from $60bn in [----] to nearly $500bn by [----]. Thats a 27% annual growth rate across an ecosystem most investors barely understand"  
[X Link](https://x.com/OptoThemes/status/1958897108380954967)  2025-08-22T14:20Z 24.1K followers, [--] engagements


"Salesforce ServiceNow and UiPath are betting big on agentic AI - yet all three stocks are down YTD. With analysts projecting long-term gains and Gartner warning 40% could fail by [----] is this early transformation or the start of an AI reality check https://optoforesight.substack.com/p/the-stocks-leading-agentic-ai-servicenow https://optoforesight.substack.com/p/the-stocks-leading-agentic-ai-servicenow"  
[X Link](https://x.com/OptoThemes/status/1961341500081516590)  2025-08-29T08:13Z 24.1K followers, [----] engagements


"DocuSign DOCU is expanding its AI-powered IAM platform but the stock is down nearly 18% YTD. With revenue growth slowing and Q2 earnings ahead can AI help reverse the trend - or is sentiment shifting away from productivity stocks https://optoforesight.substack.com/p/can-docu-stock-reverse-its-revenue https://optoforesight.substack.com/p/can-docu-stock-reverse-its-revenue"  
[X Link](https://x.com/OptoThemes/status/1963633671530779129)  2025-09-04T16:02Z 24.1K followers, [----] engagements


"WELL Health WHTCF is advancing its M&A-driven strategy with plans to spin out high-margin tech units. Yet with CA$300M in near-term debt and a 31% YTD share price decline investors must weigh strategic upside against balance sheet risk: https://optoforesight.substack.com/p/canadas-m-and-a-focused-healthcare https://optoforesight.substack.com/p/canadas-m-and-a-focused-healthcare"  
[X Link](https://x.com/OptoThemes/status/1964984210143461715)  2025-09-08T09:28Z 24.1K followers, [---] engagements


"Novo Nordisk NVO is cutting costs and resetting expectations as Wegovy loses market share to Eli Lilly and generics. With the stock down 34% YTD and a new CEO can Novo stabilize and reclaim its weight loss lead - or will headwinds persist into Q3 https://optoforesight.substack.com/p/why-is-this-pharma-stock-slimming https://optoforesight.substack.com/p/why-is-this-pharma-stock-slimming"  
[X Link](https://x.com/OptoThemes/status/1967974197373915602)  2025-09-16T15:29Z 24.1K followers, [----] engagements


"This chipmaker has no competitors in its field no wonder its up 85%. SiTime SITM is disrupting quartz with MEMS timing in AI iPhones and defense. But with flat margins and high valuation can it maintain momentum or will execution risks catch up https://optoforesight.substack.com/p/this-chipmaker-has-no-competitors https://optoforesight.substack.com/p/this-chipmaker-has-no-competitors"  
[X Link](https://x.com/OptoThemes/status/1968984010824044754)  2025-09-19T10:22Z 24K followers, [----] engagements


"📮 $RGM shares plunge more than 7.5% and hit all-time low over #strike threat #RoyalMail #stocks"  
[X Link](https://x.com/OptoThemes/status/1225385614125813760)  2020-02-06T11:47Z 24K followers, [--] engagements


"📦Will production problems weight down $ASC #stocks #asos #retail #COVID19 http://cmcmarkets.com/en-gb/opto/will-asos-share-price-be-weighed-down-by-production-problems http://cmcmarkets.com/en-gb/opto/will-asos-share-price-be-weighed-down-by-production-problems"  
[X Link](https://x.com/OptoThemes/status/1260844001902632960)  2020-05-14T08:06Z 23.9K followers, [--] engagements


"Aerospace and defence specialist Meggitt's share price rose over 70% in the last three months of [----]. Is the rally set to continue #Meggitt #aerospace #UK #stocks"  
[X Link](https://x.com/OptoThemes/status/1347155904890859524)  2021-01-07T12:19Z 23.9K followers, [--] engagements


"3. Looking back Nvidia has quite the track record since it went public in [--] the stock has grown an average of just over 35% a year. The future is encouraging too with several elements in play that could boost the stock further #NVIDIAOmniverse"  
[X Link](https://x.com/OptoThemes/status/1460917501605421060)  2021-11-17T10:27Z 23.9K followers, [--] engagements


"4. The metaverse market is set to be huge Bloomberg Intelligence says $800bn by [----] and Omniverse prospectors Nvidia are frontrunners with a towering 83% market share in GPU (graphics processing unit) markets (set to be worth $201bn in revenues by [----] itself). #Metaverse"  
[X Link](https://x.com/OptoThemes/status/1460917505472536577)  2021-11-17T10:27Z 23.9K followers, [--] engagements


"Alibaba's share price hits a record low after regulatory crackdown wiping $526bn in value in [--] months. Do you see a recovery for $BABA in sight #Alibaba #stocks #China #tech #regulations"  
[X Link](https://x.com/OptoThemes/status/1466381411825369098)  2021-12-02T12:19Z 24K followers, [--] engagements


"🚗 #ElectricVehicle @Hyundai_Global is set to splash 24trn won ($18.1bn) between now and [----] in a bid to ramp up production and become a top-three #EV maker. The company has also announced plans to help suppliers play a leading role in the transition"  
[X Link](https://x.com/OptoThemes/status/1646098164254998534)  2023-04-12T10:29Z 23.9K followers, [---] engagements


"📈 We've compared the top [--] e-commerce market leaders in the US and China. @AlibabaGroup has a larger market share in China than @amazon in the US although Alibaba's market cap is smaller. @Apple has the third largest market share in the US despite its $2.74tn market cap"  
[X Link](https://x.com/OptoThemes/status/1704793889477894588)  2023-09-21T09:45Z 24K followers, [---] engagements


"🔍@McKinsey projects generative AI to revolutionize pharma & medical products contributing 2.64.5% of annual revenues ($60$110bn). Meanwhile @StatistaCharts predicts AI in healthcare to surge from $11.1bn (2021) to $188bn (2030). 🌐🚀 Full report: https://tinyurl.com/2ketb2dz https://tinyurl.com/2ketb2dz"  
[X Link](https://x.com/OptoThemes/status/1731627627981496679)  2023-12-04T10:52Z 24K followers, [---] engagements


"🌐 2023's E-Commerce Power Rankings 💰 @amazon leads with a whopping $1523B market cap. @PinduoduoInc secures an impressive 2nd place at $185B followed by @AlibabaGroup @Shopify and @MercadoLibre. These top [--] players showcase the e-commerce dynamics. 🛍 @genuine_impact"  
[X Link](https://x.com/OptoThemes/status/1739979446856065372)  2023-12-27T12:00Z 23.9K followers, [---] engagements


"Top [--] R&D spenders over TTM: $EXEL 64% $INCY 46.6% $SNOW 44% $DUOL 38.6% $DBX 38.6% $PINS 36.1% $WDAY 35.3% $PD 32.7% $CWAN 32.5% $EA 32%"  
[X Link](https://x.com/OptoThemes/status/1747566937222037732)  2024-01-17T10:30Z 23.9K followers, [---] engagements


"🤖 What Eight Robotics Companies Are Making Waves in the Market 🌊 According to @themotleyfool some estimates point to an acceleration in the global adoption of robotics. Spending could double from [----] to [----] and reach almost $210bn worldwide. @themotleyfool spotlighted [--] robotics stocks and we've classified them by P/S ratio. 📱 Discover ETFs and their related stocks in the app: https://optothemes.onelink.me/BZDG/ygtgjaob https://optothemes.onelink.me/BZDG/ygtgjaob"  
[X Link](https://x.com/OptoThemes/status/1778066823914586157)  2024-04-10T14:25Z 24K followers, [---] engagements


"🔬 Is $ADMA Biologics falling behind on innovation 🧪 In [----] $ADMA spent just 1.28% of revenue on R&Da drop of 8.69% from last year. Meanwhile Grifols $GRF invested 5.25% and the top pharma companies average 22% with some hitting 58.4%. $ADMA s reduced focus on R&D could be risky. Is it time for a strategy shift 💡 Access our full analysis via Substack: #biotech #innovation #pharma https://optoforesight.substack.com/p/why-has-this-biotech-stock-tripled-in-2024 https://optoforesight.substack.com/p/why-has-this-biotech-stock-tripled-in-2024"  
[X Link](https://x.com/OptoThemes/status/1830920244535189948)  2024-09-03T10:46Z 23.8K followers, [---] engagements


"🎙 Phong Le President and CEO of @MicroStrategy $MSTR discusses the companys business intelligence tools and its #bitcoin strategy with OPTO Sessions explaining how in tandem they have enabled it to become one of the best-performing stocks on the S&P [---] in recent years. 📺 Watch the full interview in our app (UK & US): https://optothemes.onelink.me/BZDG/ygtgjaob https://optothemes.onelink.me/BZDG/ygtgjaob"  
[X Link](https://x.com/OptoThemes/status/1835708404402135260)  2024-09-16T15:52Z 24K followers, [----] engagements


"Le defines @MicroStrategys $MSTR products as the specific touchpoints used by individuals in businesses to connect to the data on which their business depends. He lists major retail brands such as Starbucks $SBUX and Sainsburys $SBRY as being among its largest customers. 📺 Watch the full interview via our YouTube channel: https://www.youtube.com/watchv=RyL6KtHRdRc https://www.youtube.com/watchv=RyL6KtHRdRc"  
[X Link](https://x.com/OptoThemes/status/1835709578991829500)  2024-09-16T15:57Z 23.9K followers, [---] engagements


"$DELL & $IBM: Can AI Help Legacy IT Players Evolve IBM and Dell are transforming to seize opportunities in the rapidly growing AI server market projected to expand from $31bn in [----] to $430bn by [----]. Dell has seen a 91% stock rally this year driven by AI server demand and partnerships with Nvidia while IBMs strategic acquisitions including HashiCorp position it for future growth. Despite challenges like tariffs and margin pressures could these stocks prove to be a steady play in the AI theme Read more: https://optothemes.page.link/c5wH https://optothemes.page.link/c5wH"  
[X Link](https://x.com/OptoThemes/status/1861399938732621825)  2024-11-26T13:21Z 23.9K followers, [---] engagements


"Unpacking Ken Griffin's Q3 Moves As of September [--] Ken Griffin founder and CEO of Citadel the worlds most successful hedge fund had a portfolio worth $518.30bn up from a value of $494.03bn at the end of June. The number of holdings fell slightly from [-----] to [-----]. Read more to find out which stocks are on his radar: https://optothemes.page.link/3vwB https://optothemes.page.link/3vwB"  
[X Link](https://x.com/OptoThemes/status/1866438988724375607)  2024-12-10T11:05Z 23.8K followers, [---] engagements


"Can Synopsys $SNPS Live up to Lofty Expectations After a turbulent [----] Synopsys finds itself on Forbes list of top AI stocks to watch this year. The company known for its semiconductor tools and big-name clients like Intel and Arm is making headlines with its pending $35bn acquisition of Ansys and innovative AI collaborations. Despite record-breaking revenue last year SNPS shares closed [----] down 5.74%. Is the dip a buying opportunity or does the stock face too many headwinds to recover Read more: https://www.cmcmarkets.com/en-gb/opto/snps-stock-can-synopsys-live-up-to-lofty-expectations"  
[X Link](https://x.com/OptoThemes/status/1877746888285286774)  2025-01-10T15:58Z 24.4K followers, [---] engagements


"GE Vernova $GEV generating 25% of the world's electricity has thrived since splitting from General Electric. Q4 [----] earning announced on January [--] could shape GEV stock's price going forward this year. Read our analysis to see whats new for GE Vernova: https://optoforesight.substack.com/p/can-this-power-stocks-streak-go-on https://optoforesight.substack.com/p/can-this-power-stocks-streak-go-on"  
[X Link](https://x.com/OptoThemes/status/1881751368815239512)  2025-01-21T17:11Z 24.4K followers, [---] engagements


"The attention around DeepSeek is driving interest in Chinese equities with Deutsche Bank analyst prediciting [----] as the year the investing world realizes China is outcompeting the rest of the world. OPTO explores [--] Chinese tech stocks poised to share spotlight: https://optoforesight.substack.com/p/can-these-3-chinese-tech-stocks-beat https://optoforesight.substack.com/p/can-these-3-chinese-tech-stocks-beat"  
[X Link](https://x.com/OptoThemes/status/1892163317189206170)  2025-02-19T10:44Z 24.4K followers, [---] engagements


"AIs impact is too big to ignore Sebastian SchrtelSenior VP of Product Management at @UiPath tells OPTO Sessions. With $4.4trn in potential profits and 92% of companies boosting AI investments those who lag behind risk losing out comparing to rivals. Watch the full interview: https://youtu.be/IvTxqVlPFYosi=zc0ChjdrL0MBZB9J https://youtu.be/IvTxqVlPFYosi=zc0ChjdrL0MBZB9J"  
[X Link](https://x.com/OptoThemes/status/1907444499929772151)  2025-04-02T14:46Z 24K followers, [---] engagements


"Dave DAVE stock is up 513% in the past year. Revenues still climbing - and BlackRock just upped its stake 5x. We break down whats driving the surge - and what could stop it: https://optoforesight.substack.com/p/is-this-fintech-recession-proof https://optoforesight.substack.com/p/is-this-fintech-recession-proof"  
[X Link](https://x.com/OptoThemes/status/1955943731627987022)  2025-08-14T10:44Z 23.9K followers, [----] engagements


"Why does this matter Tokenization breaks down barriers. A $10m property can be split into [-----] tokens. Retail investors can now own a piece of Manhattan with $1000. Liquidity transforms from months to minutes"  
[X Link](https://x.com/OptoThemes/status/1957398428721242350)  2025-08-18T11:05Z 23.9K followers, [--] engagements


"DeFi protocols raised $763m in Q1 alone enabling: ✅ Cross-border payments ✅ Lending without banks ✅ Yield without middlemen All 24/7 programmable and global"  
[X Link](https://x.com/OptoThemes/status/1957398430331936865)  2025-08-18T11:05Z 23.8K followers, [--] engagements


"Oracle ORCL stock surged after Q1 earnings driven by a 359% jump in backlog and bold guidance forecasting $144B in cloud revenue by [----]. But with the stock up 50%+ in six months can growth keep pace - or is a near-term pullback more likely https://optoforesight.substack.com/p/this-cloudai-stock-had-a-historic https://optoforesight.substack.com/p/this-cloudai-stock-had-a-historic"  
[X Link](https://x.com/OptoThemes/status/1965807534029332717)  2025-09-10T16:00Z 23.9K followers, [----] engagements


"With the edge AI market forecast to hit $143B by [----] Ambarella Ambiq and Lattice are riding this wave. We explore whether these three stocks are early winners - or just early bets: https://optoforesight.substack.com/p/three-stocks-riding-the-edge-ai-wave https://optoforesight.substack.com/p/three-stocks-riding-the-edge-ai-wave"  
[X Link](https://x.com/OptoThemes/status/1970123895350218861)  2025-09-22T13:51Z 23.8K followers, [----] engagements


"Cipher Mining $CIFR is up 230% in [----] after a $3B Google-backed AI data center deal. With 37% of its capacity now in HPC hosting is this a strategic pivot or a risky play if the AI boom slows https://optoforesight.substack.com/p/bitcoin-miner-rises-on-google-backed https://optoforesight.substack.com/p/bitcoin-miner-rises-on-google-backed"  
[X Link](https://x.com/OptoThemes/status/1975937330340118651)  2025-10-08T14:52Z 24K followers, [----] engagements


"Paychex $PAYX posted 17% revenue growth and raised earnings guidance but still trades near a 52-week low. We explore if its an overlooked software play with room to rebound: https://optoforesight.substack.com/p/this-hr-tech-stock-could-be-an-undervalued https://optoforesight.substack.com/p/this-hr-tech-stock-could-be-an-undervalued"  
[X Link](https://x.com/OptoThemes/status/1978380573123965094)  2025-10-15T08:40Z 23.9K followers, [---] engagements


"Is This Chip Stock Too Exposed to China Lam Research $LRCX is riding AI chip demand to record growth but 35% of its revenue now comes from China. We explore whether geopolitical risk could limit its upside: https://optoforesight.substack.com/p/is-this-chip-stock-too-exposed-to https://optoforesight.substack.com/p/is-this-chip-stock-too-exposed-to"  
[X Link](https://x.com/OptoThemes/status/1980279451217707383)  2025-10-20T14:26Z 23.9K followers, [---] engagements


"Kevin Hettrich CFO of @QuantumScapeCo joins OPTO Sessions to unpack solid-state lithium metal cells for EVs why this tech could enable faster charging more range and improved safety and what Volkswagens partnership means for QS stock. Full interview in comments"  
[X Link](https://x.com/OptoThemes/status/1980624633088078078)  2025-10-21T13:18Z 24K followers, 83.4K engagements


"Thermo Fisher $TMO beat Q3 estimates and raised guidance. With OpenAI-powered AI integration US expansion and strategic acquisitions is this life sciences leader quietly building a long-term growth story investors are overlooking https://optoforesight.substack.com/p/what-could-its-openai-partnership https://optoforesight.substack.com/p/what-could-its-openai-partnership"  
[X Link](https://x.com/OptoThemes/status/1985676037137498364)  2025-11-04T11:50Z 23.9K followers, [----] engagements


"$ASOS reports 68% profits slump in Q3 #earnings results blaming costly international expansion - however #shares are up more than 10% today"  
[X Link](https://x.com/OptoThemes/status/1184379637109067777)  2019-10-16T08:04Z 23.8K followers, [--] engagements


"Rocket Lab $RKLB is up 100% this year but shares have pulled back ahead of earnings. We look at recent launches financials and what to watch as the company reports Q3 results after the close on November 10: https://optoforesight.substack.com/p/will-this-space-stock-take-off-after https://optoforesight.substack.com/p/will-this-space-stock-take-off-after"  
[X Link](https://x.com/anyuser/status/1987913885806965070)  2025-11-10T16:02Z 23.8K followers, [----] engagements


"Will $OCDO.L share price accelerate alongside new growth plans #stocks #Ocado http://cmcmarkets.com/en-gb/opto/will-ocados-share-price-accelerate-alongside-new-growth-plans http://cmcmarkets.com/en-gb/opto/will-ocados-share-price-accelerate-alongside-new-growth-plans"  
[X Link](https://x.com/OptoThemes/status/1204443490907828226)  2019-12-10T16:51Z 23.8K followers, [--] engagements


"💡 Top stories: 🧪 @ExelixisInc facing proxy battle with @FarallonCapMgmt 🛰 India rivals China in #satellite race 🔋 Ecopro 086520.KQ to expand #battery manufacturing ☁ @Ofcom to probe #cloud providers 📰 Read our full article: https://www.cmcmarkets.com/en-gb/opto/why-has-the-ftc-asked-illumina-to-divest-its-acquisition-of-grail https://www.cmcmarkets.com/en-gb/opto/why-has-the-ftc-asked-illumina-to-divest-its-acquisition-of-grail"  
[X Link](https://x.com/OptoThemes/status/1643641162933125122)  2023-04-05T15:46Z 23.8K followers, [---] engagements


"💡 Top stories: ☁ @Sony warns on #cloud as @Apple launches headset 📉 @viaplay shares tumble on weak outlook 🤑 @jpmorgan tests #blockchain dollar trades 🧠 Daiwa Securities Group 8601.T sees potential in #ChatGPT 📰 Read the full article: https://www.cmcmarkets.com/en-gb/opto/sony-ceo-warns-on-cloud-gaming https://www.cmcmarkets.com/en-gb/opto/sony-ceo-warns-on-cloud-gaming"  
[X Link](https://x.com/OptoThemes/status/1665741535093182465)  2023-06-05T15:25Z 23.8K followers, [---] engagements


"🔍 Dive into the lithium market with @ForbesAdvisor's latest picks 📈 We have classified them by P/S ratio. @AlbemarleCorp and $SQM shine at the top displaying strong PS ratios. Meanwhile @SigmaLithium brings up the rear offering a unique perspective. 🚀 By [----] the market value of lithium is set to surge to a staggering $19 billion fueled by its pivotal role in applications like lithium-ion batteries. As we approach the end of [----] the global market value of lithium is anticipated to reach $8.2 billion. 💰 @StatistaCharts https://t.co/OzT9vS1roZ By [----] the market value of lithium is set to"  
[X Link](https://x.com/OptoThemes/status/1734957161514471429)  2023-12-13T15:23Z 23.8K followers, [---] engagements


"🏆 #ETF of the week: 🌿 The @AdvisorShares Pure US Cannabis ETF is up 33% YTD. Top holdings such as @GTIGrows and @Curaleaf_Inc contributed to those stellar returns check out the rest of the portfolio in the OPTO app: https://optothemes.page.link/PDNz https://optothemes.page.link/PDNz"  
[X Link](https://x.com/OptoThemes/status/1750463821519466572)  2024-01-25T10:21Z 23.8K followers, [---] engagements


"🏆 #ETF of the week 📈 The @AdvisorShares Pure US Cannabis ETF is up 33.6% YTD. Top holdings such as @Curaleaf_Inc and @GTIGrows contributed to those stellar returns check out the rest of the portfolio in the OPTO app: https://optothemes.onelink.me/BZDG/ygtgjaob https://optothemes.onelink.me/BZDG/ygtgjaob"  
[X Link](https://x.com/OptoThemes/status/1770451052078227591)  2024-03-20T14:03Z 23.8K followers, [---] engagements


"This B2B E-Commerce Stock is Up 65.06% GigaCloud Technology $GCT has quietly surged 65% in the past year leveraging AI-driven logistics to transform B2B e-commerce. Its marketplace connects sellers of bulky goods like furniture with buyers globally fueling a 95% jump in 3P revenue and $1.23B in gross merchandise volume last quarter. With analysts bullish could GigaCloud be a hidden gem Read more: https://optoforesight.substack.com/p/this-b2b-e-commerce-stock-is-up-6506 https://twitter.com/i/web/status/1866870464200806888"  
[X Link](https://x.com/OptoThemes/status/1866870464200806888)  2024-12-11T15:39Z 23.8K followers, [----] engagements


"More companies are overhauling their data centers with hyperconverged infrastructure to cut costs and boost efficiency and competition is heating up. We spotlight three companies navigating this transformation and positioning themselves for long-term growth: https://optoforesight.substack.com/p/3-cloud-stocks-to-watch-a-snapshot https://optoforesight.substack.com/p/3-cloud-stocks-to-watch-a-snapshot"  
[X Link](https://x.com/OptoThemes/status/1930192619377721577)  2025-06-04T09:19Z 23.8K followers, [---] engagements


"Blockchain venture funding surged to $4.8bn in Q1 [----] the strongest quarter since late [----]. But that money is not just going to meme coins and mining. Its building infrastructure that could reshape the way we think about asset ownership"  
[X Link](https://x.com/OptoThemes/status/1957398424032088099)  2025-08-18T11:05Z 23.8K followers, [----] engagements


"AI bubble concerns are growing. Meanwhile $AMZN $MSFT $META and $ORCL continue to commit billions to GPU infrastructure and data center buildouts. Are these investments justified or are hyperscalers getting ahead of real demand https://optoforesight.substack.com/p/ai-bubble-are-these-hyperscaler-stocks https://optoforesight.substack.com/p/ai-bubble-are-these-hyperscaler-stocks"  
[X Link](https://x.com/anyuser/status/1993723649833177595)  2025-11-26T16:48Z 23.8K followers, [---] engagements


"Crypto stocks remain under pressure after the October selloff and CLARITY Act delay. But with Trump backing stablecoins and institutional interest building could sentiment turn in [----] https://optoforesight.substack.com/p/crypto-industry-outlook-after-president https://optoforesight.substack.com/p/crypto-industry-outlook-after-president"  
[X Link](https://x.com/anyuser/status/2016146818673897768)  2026-01-27T13:50Z 23.8K followers, [---] engagements


"🏆 #ETF of the week: ⚡ ⛏ The @Sprott Junior Uranium Miners ETF is up 23.6% YTD. Top holdings such as @Paladin_Energy and @NexGenEnergy_ contributed to those stellar returns check out the rest of the portfolio in the OPTO app: https://optothemes.page.link/juuD https://optothemes.page.link/juuD"  
[X Link](https://x.com/OptoThemes/status/1747564102107505054)  2024-01-17T10:18Z 23.8K followers, [---] engagements


"🎙 @YuriKhodjam CIO at @Temaetfs delves into the Tema Oncology ETF CANC Tema Obesity and Cardiometabolic ETF HRTS and the Tema Neuroscience and Mental Health ETF MNTL explaining how focusing on therapeutic areas allows investors to bypass intermediaries and gain exposure to innovative growth markets. 📺 Watch the full interview in our app: https://optothemes.onelink.me/BZDG/ygtgjaob https://optothemes.onelink.me/BZDG/ygtgjaob"  
[X Link](https://x.com/OptoThemes/status/1794039676283547793)  2024-05-24T16:16Z 23.8K followers, [----] engagements


"Globus Medical $GMED holds a 17.9% share of the spine implants market and has grown revenue at a 38.76% CAGR significantly outpacing competitors. Explore whether the company is well-positioned to continue its growth: https://optoforesight.substack.com/p/whats-behind-this-medical-device https://optoforesight.substack.com/p/whats-behind-this-medical-device"  
[X Link](https://x.com/OptoThemes/status/1885005380050174025)  2025-01-30T16:41Z 23.8K followers, [---] engagements


"$FICO introduced a new direct pricing model that disrupted the credit industry. The stock rose competitors declined and regulators are watching closely. With over 90% market share is its dominance a long-term advantage or an emerging regulatory risk https://optoforesight.substack.com/p/does-this-credit-scoring-stock-have https://optoforesight.substack.com/p/does-this-credit-scoring-stock-have"  
[X Link](https://x.com/anyuser/status/1986361892881813611)  2025-11-06T09:15Z 23.8K followers, [----] engagements


"Des Traynor @destraynor co-founder and CSO of @intercom joins OPTO Sessions to unpack the companys AI-first shift and Fin the AI customer service agent that delivers better faster answers up to 94% of the time. Watch the full interview: https://www.youtube.com/watchv=YeE5spRXAEo&t=200s https://www.youtube.com/watchv=YeE5spRXAEo&t=200s"  
[X Link](https://x.com/anyuser/status/1989289109383471549)  2025-11-14T11:07Z 23.8K followers, [---] engagements


"Leah Price VP at Better $BETR joins OPTO Sessions to unpack the company's pivot to a full-stack GenAI mortgage OS. Click through to watch the full interview including an exclusive demo of Better's pre-release AI mortgage advisor avatar: https://www.youtube.com/watchv=OjED55pANxE https://www.youtube.com/watchv=OjED55pANxE"  
[X Link](https://x.com/anyuser/status/1990799725021532491)  2025-11-18T15:10Z 23.8K followers, [----] engagements


"Veeva $VEEV is growing fast in life sciences CRM even as Salesforce pushes into the space. Q2 revenue rose 17% and AI-powered Vault CRM launches next. With Q3 earnings ahead can Veeva keep its lead https://optoforesight.substack.com/p/can-this-life-sciences-crm-stock https://optoforesight.substack.com/p/can-this-life-sciences-crm-stock"  
[X Link](https://x.com/anyuser/status/1991145153793290496)  2025-11-19T14:02Z 23.8K followers, [---] engagements


"With a platform scaling fast and AI integration ramping up Clearwater $CWAN looks like a highgrowth SaaS play. But private equity interest means the window for public investors might be closing. Learn more: https://optoforesight.substack.com/p/last-chance-to-bet-on-this-high-growth https://optoforesight.substack.com/p/last-chance-to-bet-on-this-high-growth"  
[X Link](https://x.com/anyuser/status/1991901600684892536)  2025-11-21T16:08Z 23.8K followers, [----] engagements


"Quantum stocks outpaced AI favorites in [----] with some up over 700%. But with little revenue and extreme valuations will [----] bring a second wave or a sharp reset https://optoforesight.substack.com/p/outlook-2026-will-quantum-stocks https://optoforesight.substack.com/p/outlook-2026-will-quantum-stocks"  
[X Link](https://x.com/anyuser/status/1995807744981430515)  2025-12-02T10:50Z 23.8K followers, [---] engagements


"Crypto treasury stocks surged earlier this year but sentiment is fading. With mNAVs falling and funding conditions tightening is the bubble starting to burst https://optoforesight.substack.com/p/are-crypto-treasuries-a-bubble-is https://optoforesight.substack.com/p/are-crypto-treasuries-a-bubble-is"  
[X Link](https://x.com/anyuser/status/1999144982909775925)  2025-12-11T15:51Z 23.8K followers, [---] engagements


"Outlook 2026: Will These AI Chip Stocks Still Thrive if the Bubble Bursts Despite fears the AI bubble may burst as the market slows there are projections of strong growth ahead we explore [--] stocks likely to benefit. https://optoforesight.substack.com/p/outlook-2026-will-these-ai-chip-stocks https://optoforesight.substack.com/p/outlook-2026-will-these-ai-chip-stocks"  
[X Link](https://x.com/anyuser/status/2001592591457132843)  2025-12-18T09:57Z 23.8K followers, [---] engagements


"ARK Invest is doubling down on gene editing stocks. With the FDA aiming to fast-track approvals is this the next biotech breakout or still too early to call https://optoforesight.substack.com/p/why-did-cathie-woods-ark-snap-up https://optoforesight.substack.com/p/why-did-cathie-woods-ark-snap-up"  
[X Link](https://x.com/anyuser/status/2011014159660655011)  2026-01-13T09:55Z 23.8K followers, [---] engagements


"Solaris $SEI shares are up more than 540% following its pivot to AI data center power supply. However heavy customer concentration and rising short interest question the durability of the rally. Is this a sustainable growth story or an emerging risk https://optoforesight.substack.com/p/this-power-company-is-up-over-540 https://optoforesight.substack.com/p/this-power-company-is-up-over-540"  
[X Link](https://x.com/anyuser/status/2013214720321302581)  2026-01-19T11:39Z 23.8K followers, [---] engagements

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