#  @OwlStreetHopeBC Owl Street Lodge Owl Street Lodge posts on X about ai, $upst, $glxy, $hims the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1103752785701400576/interactions)  - [--] Week [------] +46% - [--] Month [------] -48% - [--] Months [-------] -98% - [--] Year [----------] +2,011% ### Mentions: [--] [#](/creator/twitter::1103752785701400576/posts_active)  - [--] Week [--] +47% - [--] Month [---] +259% - [--] Months [---] +3,700% - [--] Year [---] +6,917% ### Followers: [---] [#](/creator/twitter::1103752785701400576/followers)  - [--] Week [---] +11% - [--] Month [---] +23% - [--] Months [---] +55% ### CreatorRank: [---------] [#](/creator/twitter::1103752785701400576/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [exchanges](/list/exchanges) [celebrities](/list/celebrities) [fashion brands](/list/fashion-brands) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) **Social topic influence** [ai](/topic/ai), [$upst](/topic/$upst) #43, [$glxy](/topic/$glxy), [$hims](/topic/$hims), [$lmnd](/topic/$lmnd), [$nvo](/topic/$nvo), [$zeta](/topic/$zeta), [investment](/topic/investment), [health](/topic/health), [stocks](/topic/stocks) **Top accounts mentioned or mentioned by** [@mmatters22596](/creator/undefined) [@tacticzh](/creator/undefined) [@wealthmatica](/creator/undefined) [@dividendology](/creator/undefined) [@grok](/creator/undefined) [@bjmtweets](/creator/undefined) [@theraymyers](/creator/undefined) [@pepeboost888](/creator/undefined) [@polymarket](/creator/undefined) [@leontraveller](/creator/undefined) [@covie93](/creator/undefined) [@mikelongterm](/creator/undefined) [@penghellen](/creator/undefined) [@qinbafrank](/creator/undefined) [@goddreng10](/creator/undefined) [@upstart](/creator/undefined) [@datainvest7475](/creator/undefined) [@macro_guru](/creator/undefined) [@cryptopunk2020](/creator/undefined) [@perchlittle](/creator/undefined) **Top assets mentioned** [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Novo-Nordisk (NVO)](/topic/$nvo) [ZetaChain (ZETA)](/topic/$zeta) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Shopify Inc (SHOP)](/topic/$shop) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [CoreWeave, Inc (CRWV)](/topic/$crwv) [The Root Network (ROOT)](/topic/$root) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Bitcoin (BTC)](/topic/bitcoin) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Bull Market (BULL)](/topic/$bull) [Strategy (MSTR)](/topic/$mstr) [Redwire Corporation (RDW)](/topic/$rdw) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Roblox Corp. (RBLX)](/topic/$rblx) [Eli Lilly and Company (LLY)](/topic/$lly) [Salesforce Inc (CRM)](/topic/$crm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coldstack (CLS)](/topic/$cls) [Gemini Space Station, Inc. (GEMI)](/topic/$gemi) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Ethereum (ETH)](/topic/ethereum) [Chime Financial, Inc (CHYM)](/topic/$chym) [Broadcom, Inc. (AVGO)](/topic/$avgo) [RAI Finance (SOFI)](/topic/$sofi) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Mario Coin (COIN)](/topic/$coin) [Tesla, Inc. (TSLA)](/topic/$tsla) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Centrus Energy Corp. (LEU)](/topic/$leu) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) ### Top Social Posts Top posts by engagements in the last [--] hours "@dividendology @grok facts check" [X Link](https://x.com/OwlStreetHopeBC/status/1914176001686618328) 2025-04-21T04:34Z [---] followers, [--] engagements "@bjmtweets Thank you Brian. Two or three months ago I happened to read your research articles on $UPST and $LMND. I decided to buy $UPST and the price has since increased by about 60%. I really appreciate your great work and generous sharing" [X Link](https://x.com/OwlStreetHopeBC/status/1948085952909582765) 2025-07-23T18:20Z [---] followers, [---] engagements "Amid the current macroeconomic environment which of the following stocks would you choose: $NVO $CRCL $CRWV $LULU $UPST $BMNR or $COIN" [X Link](https://x.com/OwlStreetHopeBC/status/1964440756338511966) 2025-09-06T21:29Z [---] followers, [---] engagements "Elon Musk just purchased a fresh $1B in $TSLA stock. The news sent shares surging 7%+ pre-market. A huge vote of confidence from the CEO but remember to do your own due diligence before chasing this rally. #TSLA" [X Link](https://x.com/OwlStreetHopeBC/status/1967575148711793126) 2025-09-15T13:04Z [---] followers, [--] engagements "High conviction only. Long-term only. Stick to your strategy. Fewer trades. More reading & research. Discipline beats noise. $UPST $ROOT $ZETA $NVO $GLXY" [X Link](https://x.com/OwlStreetHopeBC/status/1968546053118165285) 2025-09-18T05:22Z [---] followers, [---] engagements "Portfolio update: Added $ROOT and $UPST both are attractive valuation plays that stand to benefit from rate cuts. Also added $RBRK a fast-growing cybersecurity stock with strong momentum. Sold $IREN after the recent pump risk/reward looks unfavorable" [X Link](https://x.com/OwlStreetHopeBC/status/1968728194451677390) 2025-09-18T17:25Z [---] followers, [---] engagements "Lesson learned: Skipping the fundamentals ignoring proper research and getting baited by a price drop near IPO. A hard reminder to stick to my trading plan and not get swayed by hype. $GEMI" [X Link](https://x.com/OwlStreetHopeBC/status/1968752831197786192) 2025-09-18T19:03Z [---] followers, [---] engagements "Momentum drives short-term fluctuations but a company's or economy's fundamentals are what dictate its long-term trajectory. $GLXY" [X Link](https://x.com/OwlStreetHopeBC/status/1969050821535895963) 2025-09-19T14:47Z [---] followers, [---] engagements "Staking yield = rewards paid by the blockchain itself from new tokens + transaction fees. $BMNR $CRCL $COIN" [X Link](https://x.com/OwlStreetHopeBC/status/1969088125050695692) 2025-09-19T17:16Z [---] followers, [---] engagements "Macro trends set the stage fundamentals show the value momentum drives timing. When all three align the edge is strongest. $GLXY" [X Link](https://x.com/OwlStreetHopeBC/status/1969095315090264310) 2025-09-19T17:44Z [---] followers, [---] engagements "Look for opportunities in each sectors top 3leaders win most often. $TTD $NVO $RBRK $GABM $RBLX $LLY" [X Link](https://x.com/OwlStreetHopeBC/status/1969099405878788490) 2025-09-19T18:00Z [---] followers, [---] engagements "Balancing long-term investing with opportunity cost is key: keep a strong core for steady growth use a small satellite portion to seize short-term opportunities. Patience compounds flexibility captures value. $LLY $BMNR" [X Link](https://x.com/OwlStreetHopeBC/status/1969105033640739294) 2025-09-19T18:23Z [---] followers, [---] engagements "$COIN $BLSH $GEMI which one has more potential" [X Link](https://x.com/OwlStreetHopeBC/status/1969434473470312861) 2025-09-20T16:12Z [---] followers, [---] engagements "What do you consider "safe" in this market For me it's about solid fundamentals valuations and market leadership. That's why I'm looking at $TTD $LLY $CRM $LULU and $NVO" [X Link](https://x.com/OwlStreetHopeBC/status/1969764021084864876) 2025-09-21T14:01Z [---] followers, [---] engagements "$PYPL $DLO $FOUR which are all in payment sector which one has more potential" [X Link](https://x.com/OwlStreetHopeBC/status/1969782895612133631) 2025-09-21T15:16Z [---] followers, [---] engagements "Markets eventually rotate. It might not be the time to chase nuclear and quantum stocks better to look at healthcare cybersecurity and AI software. $LLY $NVO $CRWD $RBRK $ZETA $UPST" [X Link](https://x.com/OwlStreetHopeBC/status/1969803180591788362) 2025-09-21T16:37Z [---] followers, [---] engagements "@MMatters22596 $ROOT $NVO $ASTS" [X Link](https://x.com/OwlStreetHopeBC/status/1969857811934036143) 2025-09-21T20:14Z [---] followers, [---] engagements "At current price I would like to add more $AMZN as my long term investment" [X Link](https://x.com/OwlStreetHopeBC/status/1972004204094148716) 2025-09-27T18:23Z [---] followers, [--] engagements "$LLY vs $NVO should I need to buy the both or choose one of them" [X Link](https://x.com/OwlStreetHopeBC/status/1972153283327545613) 2025-09-28T04:15Z [---] followers, [---] engagements "@TacticzH $CSU" [X Link](https://x.com/OwlStreetHopeBC/status/1972457056247672925) 2025-09-29T00:23Z [---] followers, [---] engagements "Brookfield $BN vs Constellation $CSU: $BN: Global manager of Physical Assets (Infrastructure Real Estate). Scale & stability. $CSU: Global buyer of Niche Software (VMS). Acquisition machine & compounding growth" [X Link](https://x.com/OwlStreetHopeBC/status/1972476722714181803) 2025-09-29T01:41Z [---] followers, [---] engagements "$UPST falling off a cliff waiting for it to find a bottom before jumping in" [X Link](https://x.com/OwlStreetHopeBC/status/1972669170333503607) 2025-09-29T14:25Z [---] followers, [---] engagements "$UPST $ASTS $ZETA" [X Link](https://x.com/OwlStreetHopeBC/status/1973386670348161276) 2025-10-01T13:57Z [---] followers, [---] engagements "$ISRG : sector leader strong fundamentals high growth high valuation" [X Link](https://x.com/OwlStreetHopeBC/status/1973418673995190600) 2025-10-01T16:04Z [---] followers, [---] engagements "$MELI is falling big another day after yesterday" [X Link](https://x.com/OwlStreetHopeBC/status/1973546839149556095) 2025-10-02T00:33Z [---] followers, [--] engagements "Options expire every Friday (key: 3rd Friday monthly). Futures expire quarterly on the 3rd Friday of Mar Jun Sep Dec. These OpEx & futures dates often drive big moves from rebalancing and hedging" [X Link](https://x.com/OwlStreetHopeBC/status/1973578639154536563) 2025-10-02T02:39Z [---] followers, [--] engagements "All eyes are watching if $TSLA go all time high today or tomorrow" [X Link](https://x.com/OwlStreetHopeBC/status/1973660085336547548) 2025-10-02T08:03Z [---] followers, [--] engagements "Added $GLXY with multiple revenue streams including a data center business. It may catch up to the valuations of other data center plays" [X Link](https://x.com/OwlStreetHopeBC/status/1973802534579089494) 2025-10-02T17:29Z [---] followers, [---] engagements "Sold 1/3 of $ASTS shares to free up some fund for $GLXY" [X Link](https://x.com/OwlStreetHopeBC/status/1973805561499304437) 2025-10-02T17:41Z [---] followers, [---] engagements "Has $AI been bottomed" [X Link](https://x.com/OwlStreetHopeBC/status/1973814595996602868) 2025-10-02T18:17Z [---] followers, [--] engagements "$STX and $WDC two storage giants powering AI & cloud growth. Seagate leads in high-capacity HDDs Western Digital spans HDD + SSD with strong consumer brands. Both riding the data explosion" [X Link](https://x.com/OwlStreetHopeBC/status/1974268572311695795) 2025-10-04T00:21Z [---] followers, [--] engagements "Which of them do you think has more potential $SHOP and $AMZN two e-commerce powerhouses on different scales. Shopify empowers millions of merchants while Amazon dominates global retail and cloud. Both shaping the future of online commerce" [X Link](https://x.com/OwlStreetHopeBC/status/1974271265562374580) 2025-10-04T00:32Z [---] followers, [---] engagements "Control your emotions embrace patience and balance your risks. Investing is not about speed its about staying power. $ISRG" [X Link](https://x.com/OwlStreetHopeBC/status/1974698881788334181) 2025-10-05T04:51Z [---] followers, [--] engagements "$TMDX - TransMedics is revolutionizing organ transplantation with their OCS (Organ Care System) keeping donor organs warm & viable for longer. Strong revenue and recent partnership with Mercedes-Benz highlight major expansion. A key player in life-saving medical tech" [X Link](https://x.com/OwlStreetHopeBC/status/1974868688055783864) 2025-10-05T16:06Z [---] followers, [---] engagements "Bought $ASTS and $OSCR when they dipped now its $UPST s turn. Lets wait and see how this one plays out" [X Link](https://x.com/OwlStreetHopeBC/status/1975319539346026775) 2025-10-06T21:57Z [---] followers, [---] engagements "Thinking about adding more $ROOT the turnaround momentum looks solid with improving fundamentals and underwriting results but volatility remains high. Scaling in on dips might be the smarter move" [X Link](https://x.com/OwlStreetHopeBC/status/1975631400545230897) 2025-10-07T18:36Z [---] followers, [---] engagements "$ISRG quietly leading the surgical AI and robotics revolution. While many chase flashy AI names Intuitive Surgical keeps compounding through precision data and recurring revenue from its installed base. True innovation doesnt always shout it performs" [X Link](https://x.com/OwlStreetHopeBC/status/1975668846779584619) 2025-10-07T21:05Z [---] followers, [---] engagements "Market risk isnt just about declines. A sharp rise can trigger anxiety that its gone too far too fast. Managing emotion in both directions defines long-term success" [X Link](https://x.com/OwlStreetHopeBC/status/1976152076745925086) 2025-10-09T05:05Z [---] followers, [--] engagements "Friday bloodbath for some hyped names all down over 10%: $FLNC $FIG $PGY $CGNX $POET $KITT $BKSY $SERV $AAOI $CRCL $BMNR" [X Link](https://x.com/OwlStreetHopeBC/status/1977226908606833020) 2025-10-12T04:16Z [---] followers, [---] engagements "Over [---] million traders were liquidated (margin called) within [--] hours during the massive crypto market volatility that began on Friday October 10th. The total liquidation volume reached a staggering $19.36 billion which data trackers described as the largest liquidation event in crypto history. This highlights the extreme risk and leverage currently in the market.$BITCOIN $ETHEREUM $BTC $ETH" [X Link](https://x.com/OwlStreetHopeBC/status/1977511941691310467) 2025-10-12T23:09Z [---] followers, [--] engagements "Great traders arent fearless theyre cautious. Their edge comes from respecting the market not trying to control it. Most people rush in before the picture is clear like walking into a forest at night. The masters wait until dawn. They dont predict; they listen to what the market tells them. They only strike when the odds are unmistakably in their favor otherwise they walk away. Patience is the ultimate trading skill" [X Link](https://x.com/OwlStreetHopeBC/status/1977956939238940709) 2025-10-14T04:37Z [---] followers, [--] engagements "Set up $SHOP position" [X Link](https://x.com/OwlStreetHopeBC/status/1978199762303320365) 2025-10-14T20:42Z [---] followers, [--] engagements "$IDR (Idaho Strategic Resources Inc.) is a U.S.-based mining company focused on gold production and rare earth exploration in Idaho. With its flagship Golden Chest Mine and growing exposure to critical minerals $IDR stands out as a unique play on both precious metals and U.S. domestic resource independence" [X Link](https://x.com/OwlStreetHopeBC/status/1978241525265183043) 2025-10-14T23:28Z [---] followers, [---] engagements "$CRML vs $USAR Rare Earth Showdown: $CRML: Focused on lithium and rare earth exploration in Greenland. Early-stage high-risk high-reward bet on untapped deposits. Big potential if exploration delivers but requires patience. $USAR: Building a U.S.-based rare earth supply chain from mining to magnet production. Aligned with domestic policy for critical minerals. Lower risk integrated approach for long-term stability. Bottom Line: $CRML = Speculative play with significant upside if Greenland pays off. $USAR = Safer strategic choice for a U.S.-focused supply chain. Which ones your pick" [X Link](https://x.com/OwlStreetHopeBC/status/1978546244856541477) 2025-10-15T19:39Z [---] followers, [---] engagements "Sold 50% my position of $HIMS" [X Link](https://x.com/OwlStreetHopeBC/status/1978603939412213922) 2025-10-15T23:28Z [---] followers, [--] engagements "$NKLR a new player in the micro-modular reactor (MMR) space. While peers like $OKLO and $SMR surged on nuclear momentum $NKLR is still under the radar. Trading near its SPAC base price it carries high risk but also high potential if the SOLO reactor project advances. Worth watching around the $11 zone for early positioning before broader attention arrives" [X Link](https://x.com/OwlStreetHopeBC/status/1978893901533712461) 2025-10-16T18:40Z [---] followers, [---] engagements "Watchlist update: $ROOT $UPST $LMND $GLXY $MDA Most names pulled back this week $ROOT (-5%) $UPST (-6%) $LMND (-9%) $GLXY (-4%) showing risk-off sentiment across fintech and digital asset plays. $GLXY stands out with fresh investment news and Q3 results due Oct [--]. Volatility remains high good setups may come after consolidation" [X Link](https://x.com/OwlStreetHopeBC/status/1979049439236141164) 2025-10-17T04:58Z [---] followers, [--] engagements "@TacticzH Why avoid $CWRD" [X Link](https://x.com/OwlStreetCAN/status/1923354258197413914) 2025-05-16T12:26Z [---] followers, [----] engagements "Emotional Discipline: Don't let feelings dictate moves. Position Sizing: Never go all in. Risk Awareness: Know what's at stake. Macro View: Understand the big picture. Timing: Be patient but ready to act. Long-Term Focus: Ignore the daily noise. $TTD $GAMB" [X Link](https://x.com/OwlStreetHopeBC/status/1968856505739817418) 2025-09-19T01:55Z [---] followers, [---] engagements "Don't fight momentum leverage it. When it's in your favor lean in and accelerate. When it's not look for the pivot point to change direction. $TTD $Gamb $CHYM" [X Link](https://x.com/OwlStreetHopeBC/status/1969035361243283721) 2025-09-19T13:46Z [---] followers, [---] engagements "Watching potential runners: $GAMB $UPST $OSCR" [X Link](https://x.com/OwlStreetHopeBC/status/1970175181948887162) 2025-09-22T17:15Z [---] followers, [---] engagements "$GAMB eventually seems to be pivoting market may be starting to recognize the shift. Watching if momentum builds from here" [X Link](https://x.com/OwlStreetHopeBC/status/1970280576327524784) 2025-09-23T00:14Z [---] followers, [---] engagements "While $ASTS & $RKLB shine with retail traders $MDA quietly leads in Canadian space & defense" [X Link](https://x.com/OwlStreetCan/status/1975634761457848686) 2025-10-07T18:50Z [---] followers, [---] engagements "$COPX $SLV With EVs green energy and AI infrastructure booming copper remains the clear long-term play due to strong industrial demand and constrained supply while silver offers higher volatility and the potential for rapid short-term gains driven by both industrial use and investor speculation" [X Link](https://x.com/OwlStreetCan/status/1975640384132030598) 2025-10-07T19:12Z [---] followers, [---] engagements "Can OpenAI/generic AI replace Constellation Software ( $CSU.TO) Not soonits niche vertical software 25-yr customer retention & 50% govt revenue make it resilient. Since [----] 33% profit growth built a $100B firm. Long-term AI could disrupt if it masters verticals but CSUs 1000+ acquisitions & lab culture may adapt. Monitor AI & CSUs moves" [X Link](https://x.com/OwlStreetCan/status/1975778827482923239) 2025-10-08T04:22Z [---] followers, [---] engagements "Great stocks in Canadian markets: $SHOP $MDA $CCO $GLXY $BN $CSU" [X Link](https://x.com/OwlStreetCan/status/1976327667164250419) 2025-10-09T16:43Z [---] followers, [---] engagements "Here are some tickers from my portfolio that got hit hard today: $OSCR $GEMI $BMNR $ZETA $BULL $WELL. Tough day in the market" [X Link](https://x.com/OwlStreetHopeBC/status/1976777874159157311) 2025-10-10T22:32Z [---] followers, [---] engagements "Market Plunge: Fear Sells Calm Buys The Fearful: Sells into panic locking in losses. Emotion drives their exit. The Calm: Sees a discount. They buy quality using the dip as an opportunity. Value drives their entry. $GAXY $CRDO $ALAB" [X Link](https://x.com/OwlStreetCan/status/1977126031623700500) 2025-10-11T21:35Z [---] followers, [---] engagements "$SLNH: Soluna Holdings leverages surplus renewable energy for Bitcoin mining & AI data centers. Strong partnerships and a green tech focus make it a small-cap with breakout potential" [X Link](https://x.com/OwlStreetHopeBC/status/1977232802975518875) 2025-10-12T04:40Z [---] followers, [----] engagements "Monday to Watch: $GAXY $BMNR $ZETA $LMND $OSCR $UPST $BULL $SHOP $MDA" [X Link](https://x.com/OwlStreetCan/status/1977531825661841475) 2025-10-13T00:28Z [---] followers, [---] engagements "The financial and insurance reporting season is here. With many companies in these sectors trading at unusually low valuations strong earnings reports could serve as the perfect catalyst to ignite a major rally. Pay close attentionthis is where value meets performance. $CHYM $OSCR $ROOT $UPST $LMND" [X Link](https://x.com/OwlStreetHopeBC/status/1977832583967969541) 2025-10-13T20:23Z [---] followers, [---] engagements "Copper Powerhouses: Three giants driving the copper boom: $FCX Global leader with Indonesias massive Grasberg mine. $SCCO Latin Americas integrated copper producer. $TECK Canadas top miner merging with Anglo American to form a new global force. Rising demand from EVs renewables and electrification keeps copper in the spotlight" [X Link](https://x.com/OwlStreetCan/status/1978282566651437526) 2025-10-15T02:11Z [---] followers, [---] engagements "With major banks posting strong earnings market sentiment toward financial and lending sectors is improving. Fintech names like $PGY $UPST and $CHYM could benefit from this momentum as investors look for growth opportunities beyond traditional banking" [X Link](https://x.com/OwlStreetHopeBC/status/1978322169684713492) 2025-10-15T04:48Z [---] followers, [---] engagements "Watching $HIMS $IDR $AMPX $LMND $GLXY $BMNR" [X Link](https://x.com/OwlStreetHopeBC/status/1979268309133726201) 2025-10-17T19:28Z [---] followers, [---] engagements "Added more positions of $GLXY" [X Link](https://x.com/OwlStreetHopeBC/status/1979271262926180829) 2025-10-17T19:40Z [---] followers, [---] engagements "Buying the dip is easy losing money right after is even easier. Thats why patience is key. Wait for the uptrend before you buy. $BULL $ROOT $GEMI $UPST $GAMB" [X Link](https://x.com/OwlStreetHopeBC/status/1979290160278966695) 2025-10-17T20:55Z [---] followers, [---] engagements "Will AI kill Constellation Software ( $CSU) Unlikely. The market has been anxious about AI replacing Constellations portfolio of Vertical Market Software (VMS) companies. Why the worry is overblown: * Moat: CSU's software is deeply embedded in niche mission-critical often regulated industries (e.g. local government utilities). * Switching Cost: Replacing these highly specific systems with general AI is prohibitively expensive risky and subject to significant bureaucratic friction. * Augmentation Not Replacement: CSU's management believes AI will serve as an enhancement to its existing" [X Link](https://x.com/OwlStreetCan/status/1979396811577323979) 2025-10-18T03:59Z [---] followers, [---] engagements "@TheRayMyers @wealthmatica If you can add risk analysis as well it would be perfect" [X Link](https://x.com/OwlStreetHopeBC/status/1979604672324526567) 2025-10-18T17:45Z [---] followers, [---] engagements "@wealthmatica It is highly overvalued I sold my 1/2 my position of $RKLB still keep the other half" [X Link](https://x.com/OwlStreetHopeBC/status/1979658258542641466) 2025-10-18T21:18Z [---] followers, [---] engagements "Watch list for the next week: $MDA $LMND $ZETA $TECK $FCX $HIMS" [X Link](https://x.com/OwlStreetCan/status/1979682409940685145) 2025-10-18T22:54Z [---] followers, [---] engagements "In Life & Work: We need ACTION. Waiting for the perfect moment is procrastination. Be the moversend the email start the project ask the question. Momentum is built by doing. In the Market: We need PATIENCE. Constant checking and trading is noise. Set your plan then wait. Wealth is built by time" [X Link](https://x.com/OwlStreetHopeBC/status/1979965835822383512) 2025-10-19T17:40Z [---] followers, [--] engagements "$XBI the SPDR S&P Biotech ETF offers equal-weighted exposure to U.S. biotech companies giving investors balanced access across large- mid- and small-cap firms. Trading at around $107.8 it has outperformed the S&P [---] YTD benefiting from regulatory clarity M&A activity and easier capital access. Its equal-weighted structure provides diversification but can lead to volatility due to smaller biotech stocks influencing performance. A solid choice for those bullish on biotech growth while managing sector risks" [X Link](https://x.com/OwlStreetCan/status/1979968228043722995) 2025-10-19T17:49Z [---] followers, [--] engagements "The Altman X-Score measures a companys financial health and bankruptcy risk. It combines ratios like working capital retained earnings EBIT equity and sales relative to assets and liabilities. Score meaning: Above 2.99: financially safe 1.812.99: grey zone Below 1.81: distress zone In short a higher Altman X-Score signals stronger financial stability" [X Link](https://x.com/OwlStreetCan/status/1979983684943183894) 2025-10-19T18:51Z [---] followers, [--] engagements "Hold less live more. Owning fewer things means owning more freedom. Real estate investing can make you rich but often takes time energy and care. Stock investing lets your money grow while you stay free" [X Link](https://x.com/OwlStreetHopeBC/status/1980059283569176583) 2025-10-19T23:51Z [---] followers, [--] engagements "Summary of X Discussions on $LMND Recent conversations on X (from October [---] 2025) show a predominantly bullish sentiment among retail traders and investors regarding Lemonade ($LMND) stock. Users frequently describe it as "undervalued" a "dip-buying opportunity" and an "AI disruptor" in insurance with calls to accumulate now before earnings on November [--]. There's excitement around recent board additions (e.g. PayPal's CMO and Meta's AI VP) and partnerships like Tesla which are seen as catalysts for growth. Technical chatter highlights a "cup-and-handle breakout" retest around $47$48 support" [X Link](https://x.com/OwlStreetHopeBC/status/1980065138406465824) 2025-10-20T00:14Z [---] followers, [--] engagements "$MU Micron Technology is one of the worlds leading memory and storage chipmakers. It produces DRAM NAND and other advanced memory products that power AI data centers and high-performance computing. As AI demand accelerates Microns high-bandwidth memory (HBM) and AI-optimized DRAM are driving strong revenue growth. The company is benefiting from both rising chip prices and expanding capacity in advanced nodes. Microns growth story is clear its positioned at the heart of the AI and data revolution" [X Link](https://x.com/OwlStreetHopeBC/status/1980067616640442809) 2025-10-20T00:24Z [---] followers, [---] engagements "Recent operations: added more positions in $GLXY already holding sizable positions in $OSCR considering opening new positions in $LMND maintaining small exposure in $ZETA and started new positions in $SHOP" [X Link](https://x.com/OwlStreetHopeBC/status/1980483855850332177) 2025-10-21T03:58Z [---] followers, [---] engagements "Whats $UPWK Upworks a gig economy leader linking 12M+ freelancers to clients worldwide. With 9.5% CAGR 34% FCF growth & AI (Uma) its a $2B cap gem" [X Link](https://x.com/OwlStreetHopeBC/status/1980509566552142092) 2025-10-21T05:40Z [---] followers, [--] engagements "$GLXY is getting crushed today anyone knows whats behind the drop" [X Link](https://x.com/OwlStreetHopeBC/status/1981000529250791485) 2025-10-22T14:11Z [---] followers, [---] engagements "Market crashed watching $NKLR $GLXY $NBIS $ASTS $VRT $LEU $EOSE $FLNC" [X Link](https://x.com/OwlStreetHopeBC/status/1981057720129351955) 2025-10-22T17:59Z [---] followers, [---] engagements "Added more positions in $GLXY" [X Link](https://x.com/OwlStreetHopeBC/status/1981417857830572227) 2025-10-23T17:50Z [---] followers, [---] engagements "Watching: $GLXY $LMND $UPST $VRT $NKLR $ZETA" [X Link](https://x.com/OwlStreetHopeBC/status/1981544599417213076) 2025-10-24T02:13Z [---] followers, [---] engagements "@MMatters22596 Any reason for sell $CRWD" [X Link](https://x.com/OwlStreetHopeBC/status/1982118237300208027) 2025-10-25T16:13Z [---] followers, [---] engagements "Position Sizing: A Three-Tier Allocation Strategy Effective position sizing is essential for portfolio longevity and risk management. This three-tier strategy provides a disciplined framework for capital allocation: [--]. Strategic Core (50%) * Purpose: Long-Term Investment and principal stability. * Focus: Core holdings like index ETFs blue-chip stocks and high-quality dividend payers. * Time Horizon: Multi-year; held through market cycles. * Risk Profile: Low to Moderate. [--]. Tactical Growth (30%) * Purpose: Capture Medium-to-Short Term Growth and market momentum. * Focus: Growth stocks sector" [X Link](https://x.com/OwlStreetHopeBC/status/1982304996369875322) 2025-10-26T04:35Z [---] followers, [--] engagements "Watchlist for next week: $GLXY $LMND $NBIS $BMNR $ZETA $MDA $HIMS $CHYM $TSLA $RXRX $CRDO $ALAB $NKLR $VRT $BULL" [X Link](https://x.com/OwlStreetHopeBC/status/1982309412355420284) 2025-10-26T04:52Z [---] followers, [---] engagements "Opened $VRT position" [X Link](https://x.com/OwlStreetHopeBC/status/1982830201068487145) 2025-10-27T15:22Z [---] followers, [--] engagements "Opened a position in $VRT" [X Link](https://x.com/OwlStreetHopeBC/status/1982832622423400485) 2025-10-27T15:31Z [---] followers, [--] engagements "No one consistently buys at the bottom or sells at the top. Thats not how real investing works. Im happy catching a reasonable part of the move and leaving the rest for others" [X Link](https://x.com/OwlStreetHopeBC/status/1982968055622971804) 2025-10-28T00:30Z [---] followers, [--] engagements "Oct [--] [----] Galaxy Digital announced a US$1B private note offering (due 2031) to fund growth and repay [----] debt" [X Link](https://x.com/OwlStreetHopeBC/status/1982999935630094407) 2025-10-28T02:36Z [---] followers, [--] engagements "Watching list : $UPST $GLXY $LMND $ZETA $BMNR $RBLX $META $HIMS" [X Link](https://x.com/OwlStreetHopeBC/status/1984103542819635291) 2025-10-31T03:42Z [---] followers, [---] engagements "Could this be a great entry point for $NVO ahead of its upcoming earnings call" [X Link](https://x.com/OwlStreetHopeBC/status/1984474756742332686) 2025-11-01T04:17Z [---] followers, [---] engagements "October tax-loss selling is done the Santa Claus Rally is on the horizon. Institutional tax-loss selling has wrapped up clearing the way for potential year-end strength. With selling pressure easing and optimism returning markets may soon shift from caution to momentum. $UPST $NVO" [X Link](https://x.com/OwlStreetHopeBC/status/1984481028459925814) 2025-11-01T04:42Z [---] followers, [--] engagements "Private Equity (PE) Tokenization is a financial innovation that converts ownership interests in traditionally illiquid private market assetssuch as PE funds real estate or venture capital sharesinto digital tokens on a blockchain. The core purpose is to democratize access and dramatically increase the liquidity of these assets. How it Works: Each digital token represents a fractional verifiable share of the underlying private asset. Smart contracts on the blockchain automate compliance governance and distribution processes. Impact on the Market: By enabling fractional ownership and" [X Link](https://x.com/OwlStreetHopeBC/status/1984647990485926178) 2025-11-01T15:45Z [---] followers, [--] engagements "Opened a new position in $MDA added more $UPST" [X Link](https://x.com/OwlStreetCan/status/1985367114035929148) 2025-11-03T15:23Z [---] followers, [---] engagements "$VRT vs $NVT: While both companies are in the "electrical equipment" industry and serve the critical data center market Vertiv ($VRT) is more focused on the core critical power and thermal management systems while nVent ($NVT) offers a broader portfolio of electrical connection and protection solutions that support those systems and various other industrial applications" [X Link](https://x.com/OwlStreetCan/status/1985472359109968363) 2025-11-03T22:21Z [---] followers, [---] engagements "Lumentum Holdings Inc. ($LITE) Lumentum Holdings Inc. is a U.S.-based technology company specializing in optical and photonic products used in data communications telecommunications and industrial applications. Founded in [----] and headquartered in San Jose California Lumentum was originally spun off from JDS Uniphase. The companys innovations power the worlds cloud networks data centers AI infrastructure and advanced manufacturing systems. Its business operates through two main segments: [--]. Cloud & Networking Provides optical chips modules and subsystems for cloud data centers AI/ML" [X Link](https://x.com/OwlStreetHopeBC/status/1986327908739391978) 2025-11-06T07:00Z [---] followers, [--] engagements "In Neocloud $CRWV ranks first and $NBIS ranks second" [X Link](https://x.com/OwlStreetHopeBC/status/1986590676847571070) 2025-11-07T00:25Z [---] followers, [---] engagements "$ZETA & $LMND: Strong Earnings AI at Work Both companies delivered solid results showing how AI-driven platforms boost efficiency and growth. $ZETA leads in data marketing automation while $LMND proves AI can reshape insurance. AI isnt the future its driving performance now" [X Link](https://x.com/OwlStreetHopeBC/status/1986592127552528495) 2025-11-07T00:30Z [---] followers, [---] engagements "Sold $AMZN open a new position in $CRCL" [X Link](https://x.com/OwlStreetHopeBC/status/1986815545581474152) 2025-11-07T15:18Z [---] followers, [---] engagements "Watching $NBIS $CRWV $HIMS $RKLB" [X Link](https://x.com/OwlStreetHopeBC/status/1986815907201769567) 2025-11-07T15:20Z [---] followers, [---] engagements "Open a new position in $CRWV added more $HIMS & $RKLB" [X Link](https://x.com/OwlStreetHopeBC/status/1986846880647815267) 2025-11-07T17:23Z [---] followers, [---] engagements "@PepeBoost888 $RKLB $CRCL $CRWV $HIMS" [X Link](https://x.com/OwlStreetHopeBC/status/1986856652038160503) 2025-11-07T18:01Z [---] followers, [---] engagements "Added more shares of $CRWV today after its sharp dip following the earnings report. Sometimes strong fundamentals and long-term potential get overshadowed by short-term market reactions I see this as an opportunity to average down and strengthen my position" [X Link](https://x.com/OwlStreetCan/status/1988327840312619186) 2025-11-11T19:27Z [---] followers, [---] engagements "$GAMB getting hammered with 25% price drop after earnings call" [X Link](https://x.com/OwlStreetCan/status/1989009938014957609) 2025-11-13T16:38Z [---] followers, [---] engagements "Adjusted my portfolio by selling $TMDX and adding additional shares of $CRCL" [X Link](https://x.com/OwlStreetCan/status/1989357145163534643) 2025-11-14T15:37Z [---] followers, [---] engagements "AI is reshaping enterprise tools: Snowflake vs Datadog. Snowflake = the backbone for AI data: storing cleaning and sharing massive datasets. Datadog = the system doctor for complex AI apps monitoring servers APIs and microservices. Bottom line: Snowflake thrives on AI data demand Datadog grows with system complexitybut faces cost and competition pressures" [X Link](https://x.com/OwlStreetCan/status/1989569830144676225) 2025-11-15T05:43Z [---] followers, [--] engagements "The Capital Stack Hierarchy: When a company goes into default bankruptcy or liquidation the company's assets are sold off and the proceeds are paid out to the various financial stakeholders in a very strict order. "Senior" debt sits at the top of this repayment waterfall. The general order of priority is: Senior Secured Debt (Highest Priority): Paid first. Senior Unsecured Debt: Paid next. Subordinated/Junior Debt: Paid after all senior debt is fully repaid. Preferred Stock: Paid after all debt is fully repaid. Common Stock (Lowest Priority): Shareholders receive whatever if anything is left" [X Link](https://x.com/OwlStreetCan/status/1989577212652360042) 2025-11-15T06:12Z [---] followers, [--] engagements "HXQ vs XQQ vs ZQQ in Toronto Market Quick Comparison: HXQ (Global X / Horizons) Unhedged full USD exposure No distributions (very tax-efficient) Lower MER (0.28%) Best for: Long-term growth and tax efficiency. XQQ (iShares) CAD-hedged Pays small dividends MER 0.39% Best for: Investors who want NASDAQ-100 exposure without USD currency swings. ZQQ (BMO) CAD-hedged Similar to XQQ MER 0.39% Best for: Same profile as XQQchoose based on provider preference. Bottom Line Choose HXQ for maximum growth and tax efficiency (unhedged). Choose XQQ/ZQQ if you want CAD-hedged stability and dont want USD risk" [X Link](https://x.com/OwlStreetCan/status/1992307697807769830) 2025-11-22T19:02Z [---] followers, [--] engagements "Given its role as the leading stablecoin infrastructure/backbone $CRCL stands out as a potential top investment for the coming five years" [X Link](https://x.com/OwlStreetCan/status/1993805608156541245) 2025-11-26T22:14Z [---] followers, [---] engagements "AbCellera ( $ABCL) is a Canadian biotech company (NASDAQ: ABCL) that uses an AI-powered platform to discover new antibody drugs. Business Model Shift * Past: Primarily earned royalties and fees from partnerships (e.g. COVID-19 antibodies with Eli Lilly). * Present Focus: Rapidly developing its own internal drug pipeline to maximize long-term value. Financial Snapshot * Cash: Strong cash position (approx $521 million) providing a long runway. * Revenue: Currently low and volatile due to the end of COVID-19 royalties. * Profitability: Currently operating at a net loss driven by high R&D" [X Link](https://x.com/OwlStreetCan/status/1993848436870049797) 2025-11-27T01:04Z [---] followers, [---] engagements "Added more positions in $RKLB" [X Link](https://x.com/OwlStreetCan/status/1993883494892888472) 2025-11-27T03:24Z [---] followers, [---] engagements "$ONTO What This Company Does in a Nutshell Onto Innovation is a U.S. semiconductor-equipment company that builds the tools chip makers rely on to inspect wafers measure defects manage yield and support advanced packaging. It doesnt design chips it supplies the essential metrology inspection and process-control systems that make modern chip manufacturing possible. Financially ONTO is solid: strong margins strong cash flow almost no debt and steady growth driven by rising demand for advanced semiconductor production. Valuation is on the higher side but supported by good profitability and" [X Link](https://x.com/OwlStreetCan/status/1994082097104031982) 2025-11-27T16:33Z [---] followers, [--] engagements "$RBLX Gemini [--] threatens Roblox's role as a creation tool by making game development accessible on any platform. However Robloxs business remains secure because AI cannot replicate its massive social user base or free multiplayer infrastructure" [X Link](https://x.com/OwlStreetCan/status/1994095518784655760) 2025-11-27T17:26Z [---] followers, [--] engagements "GPU vs TUP $GOOG vs $NVDA Which should I hold more at current price for next [--] years" [X Link](https://x.com/OwlStreetCan/status/1994850868978749524) 2025-11-29T19:28Z [---] followers, [--] engagements "Preparing the Listing for a strata property: Some of the documents that should be assembled for a strata property include (but are not limited to): Title search Property disclosure statement strata title properties Current property tax information Strata council and strata corporation meeting minutes for the past two years Strata bylaws Depreciation reports Form B Information Certificate Strata corporation financial statements Stratas letter of approval for any major renovations or improvements done to the strata lot" [X Link](https://x.com/OwlStreetCan/status/1995197597557072383) 2025-11-30T18:25Z [---] followers, [--] engagements "As of December [--] [----] XPEL Inc. ( $XPEL)'s next earnings report (for Q4 2025) is scheduled for release before market open on March [--] [----]. will $XPEL continue an upward trend before next earning report" [X Link](https://x.com/OwlStreetCan/status/1996122792123924608) 2025-12-03T07:42Z [---] followers, [--] engagements "Shopify $SHOP Lemonade $LMND and Upstart $UPST are three high-growth high-risk stocks whose future success depends on their proprietary AI models dominating their respective markets: e-commerce insurance and lending" [X Link](https://x.com/OwlStreetCan/status/1996124689337647178) 2025-12-03T07:49Z [---] followers, [---] engagements "Webull Corporation ticker $BULL: The next earnings report is estimated to come between February [--] [----] and February [--] 2026" [X Link](https://x.com/OwlStreetCan/status/1996249302902206913) 2025-12-03T16:04Z [---] followers, [---] engagements "Added more share of $BULL" [X Link](https://x.com/OwlStreetCan/status/1996631671152824592) 2025-12-04T17:24Z [---] followers, [---] engagements "Celestica Inc. ( $CLS) is a Canadian multinational company providing design manufacturing and supply chain solutions globally primarily within the high-tech electronics industry. It operates as a leader in the Electronics Manufacturing Services (EMS) market. The company is structured into two main segments: * Connectivity & Cloud Solutions (CCS): The primary growth engine focusing on high-demand sectors like AI data center infrastructure high-speed networking and custom cloud servers. This segment has driven recent massive revenue and earnings growth. * Advanced Technology Solutions (ATS):" [X Link](https://x.com/OwlStreetCan/status/1996841880781201597) 2025-12-05T07:19Z [---] followers, [--] engagements "Watching list: $CLS $ALAB $CRDO $RBLK" [X Link](https://x.com/OwlStreetCan/status/1996842853482615112) 2025-12-05T07:23Z [---] followers, [---] engagements "$MSTR appears to be a bottom" [X Link](https://x.com/OwlStreetCan/status/1998646318265499850) 2025-12-10T06:49Z [---] followers, [--] engagements "Added more $MSTR & $CRCL" [X Link](https://x.com/OwlStreetCan/status/1999608968709017759) 2025-12-12T22:35Z [---] followers, [---] engagements "$XEG Canadian Energy ETF: $XEG gives clean exposure to Canadian energy. Market-cap weighted low-cost (0.6% MER) dominated by CNQ SU IMO. In energy upcycles it tracks oil prices efficiently without stock-picking risk. Simple liquid and cycle-driven" [X Link](https://x.com/OwlStreetCan/status/1999629185141403883) 2025-12-12T23:55Z [---] followers, [--] engagements "Established positions in $CRDO & $CLS [--] days ago on Wednesday" [X Link](https://x.com/OwlStreetCan/status/2002419102410027114) 2025-12-20T16:41Z [---] followers, [---] engagements "The IC industry is expected to expand indefinitely driven by the ongoing trend of integrating software functionality directly into hardware. $NVDA $AMD $ALAB $CRDO $AVGO" [X Link](https://x.com/OwlStreetCan/status/2002759582725419273) 2025-12-21T15:14Z [---] followers, [--] engagements "Two Big Technology Shifts Investors Must Understand When investing in the future its critical to understand where true substitution is happeningand where it isnt. Two questions stand out: To what extent will optical interconnects replace copper As data rates energy efficiency demands and AI workloads explode copper is increasingly hitting physical limits. Optical connections offer higher bandwidth and lower power consumption but cost integration complexity and deployment scale still matter. The transition will likely be gradual and layered not absolute. To what extent will AI and ICs replace" [X Link](https://x.com/OwlStreetCan/status/2002946913696682254) 2025-12-22T03:38Z [---] followers, [--] engagements "Buy the rumor sell the news. Markets move on expectations not confirmations. Prices often rise when a story catalyst or narrative is anticipatedand peak right when the news becomes official. By the time it hits headlines the upside is usually priced in. Smart money positions early. Crowds react late. The key isnt predicting the newsits understanding sentiment timing and when expectations have gone too far. When everyone agrees risk is usually highest. Trade the expectation. Manage the exit. Dont marry the headline" [X Link](https://x.com/OwlStreetCan/status/2002982057647993132) 2025-12-22T05:58Z [---] followers, [--] engagements "The Low-Altitude Economy (LAE) is scaling rapidly through a combination of flight hardware automation and infrastructure. Three companies are defining this ecosystem: **Honeywell** The technical backbone. They provide the flight control systems avionics and electric propulsion required for eVTOL aircraft to achieve safety certification and operational scale. **Ondas Holdings** The automation layer. Through their "drone-in-a-box" technology and private wireless networks they enable 24/7 autonomous industrial operations without the need for on-site pilots. **Parsons** The infrastructure" [X Link](https://x.com/OwlStreetCan/status/2004444455475335248) 2025-12-26T06:49Z [---] followers, [--] engagements "Watching List: $ONDS $KRKNF $RDW $EOSE $FLNC $LEU $LMND $HIMS $MDA" [X Link](https://x.com/OwlStreetCan/status/2004715320624513334) 2025-12-27T00:45Z [---] followers, [---] engagements "2026 investment focus The following companies are positioned to benefit from structural demand rather than short-term macro moves. $CRWD $PANW Cybersecurity spending remains mission-critical. Platform vendors with scale and high retention are likely to sustain revenue growth and margin expansion. $CRM Operating discipline and capital return have improved fundamentals. AI features increase monetization across a large installed base. $CAT Exposure to infrastructure mining and energy investment. Order visibility and services revenue reduce cyclicality versus prior cycles. $TECK $FCX Copper" [X Link](https://x.com/OwlStreetCan/status/2005289485039505692) 2025-12-28T14:47Z [---] followers, [--] engagements "2026 investment focus The following companies are positioned to benefit from structural demand rather than short-term macro moves. $CRWD $PANW Cybersecurity spending remains mission-critical. Platform vendors with scale and high retention are likely to sustain revenue growth and margin expansion. $CRM Operating discipline and capital return have improved fundamentals. AI features increase monetization across a large installed base. $CAT Exposure to infrastructure mining and energy investment. Order visibility and services revenue reduce cyclicality versus prior cycles. $TECK $FCX Copper" [X Link](https://x.com/OwlStreetCan/status/2005290617861976229) 2025-12-28T14:51Z [---] followers, [---] engagements "Key stocks on my radar: $LMND $EOSE $ZETA" [X Link](https://x.com/OwlStreetCan/status/2005433040290648295) 2025-12-29T00:17Z [---] followers, [---] engagements "Real estate market quick take: Sales-to-active listings ratio 12% = buyers market; 1220% = balanced market; 20% = sellers market" [X Link](https://x.com/OwlStreetCan/status/2005504386966184263) 2025-12-29T05:01Z [---] followers, [--] engagements "2026 will be about AI application outcomes not only infrastructure hype. Watch companies where AI directly drives unit economics & growth: $UPST (credit underwriting) $LMND (AI-native insurance) $CRM (AI monetization at scale) $ZETA (AI-driven marketing ROI) Execution models narratives. https://twitter.com/i/web/status/2005774615692661239 https://twitter.com/i/web/status/2005774615692661239" [X Link](https://x.com/OwlStreetCan/status/2005774615692661239) 2025-12-29T22:55Z [---] followers, [---] engagements "Matcha = whole-leaf green tea. High in antioxidants (EGCG). Supports heart health & metabolism. Provides calm sustained energy from L-theanine. No sugar. No crash. Just clean functional nutrition" [X Link](https://x.com/OwlStreetCan/status/2005782391286341649) 2025-12-29T23:26Z [---] followers, [--] engagements "$LULU $TTD $NVO As we wrap up [----] some investors are keeping an eye on names like The Trade Desk Lululemon and Novo Nordisk. After a difficult year for these stocks they are often mentioned as possible candidates for year-end tax-loss harvesting. While it is impossible to predict the future some believe that once the typical end-of-year selling pressure eases these previous market favorites might find a bit more breathing room in January. Every company faces its own unique hurdles in 2026from leadership changes to new competitionbut for those looking for a potential turnaround story these" [X Link](https://x.com/OwlStreetCan/status/2005896078609305818) 2025-12-30T06:57Z [---] followers, [---] engagements "The Sahm Rule is a recession indicator developed by economist Claudia Sahm. It signals the start of a U.S. recession when the 3-month moving average of the unemployment rate rises [---] percentage points or more above its lowest level in the prior [--] months. It is valued for being simple real-time and historically reliable having triggered early in every U.S. recession since the 1970s. However it is a confirmation tool not a forward-looking predictor. https://twitter.com/i/web/status/2006231379080851950 https://twitter.com/i/web/status/2006231379080851950" [X Link](https://x.com/OwlStreetCan/status/2006231379080851950) 2025-12-31T05:10Z [---] followers, [--] engagements "2026 and the next [--] years could be strong for uranium. A diversified approach makes sense: $URNM for sector exposure $CCJ for tier-one production and $LEU for enrichment leverage including its HALEU enrichment technology which is critical for next-gen nuclear and SMRs" [X Link](https://x.com/OwlStreetCan/status/2006605405091438731) 2026-01-01T05:56Z [---] followers, [---] engagements "In the age of AI misinformation is everywhere. False news spreads faster than facts often designed to trigger fear anger or anxiety. The real challenge today isnt a lack of information but learning how to pause verify and think independently. Not every headline deserves your attention and not every viral post deserves your emotion. Staying calm and critical is becoming a new form of intelligence. https://twitter.com/i/web/status/2008387771690582090 https://twitter.com/i/web/status/2008387771690582090" [X Link](https://x.com/OwlStreetCan/status/2008387771690582090) 2026-01-06T03:58Z [---] followers, [--] engagements "Established a position in $LMND" [X Link](https://x.com/OwlStreetCan/status/2009285274086379677) 2026-01-08T15:25Z [---] followers, [--] engagements "Established a position in $QCOM" [X Link](https://x.com/OwlStreetCan/status/2009295311093600716) 2026-01-08T16:05Z [---] followers, [--] engagements "Gemini Roblox ( $RBLX) Comprehensive Investment Report January [--] [----] Executive Summary As of early [----] Roblox has successfully moved beyond its origins as a niche gaming site for children to become a dominant user-generated content (UGC) social ecosystem. While the stock has experienced a sharp 30% correction recently due to a temporary slowdown in holiday engagement and heightened regulatory fears the core fundamental thesis remains strong. Roblox is effectively positioning itself as the "Digital Third Space" for the younger generations bolstered by a rapidly maturing advertising business" [X Link](https://x.com/OwlStreetCan/status/2009359713201488003) 2026-01-08T20:21Z [---] followers, [--] engagements "Gemini Report: Hims & Hers ( $HIMS) [--]. Revenue Breakdown: The "Netflix for Health" Almost all of its revenue (over 90%) comes from monthly online subscriptions. Core Pillars: Hair loss Sexual Health (ED/BC) and Dermatology. These are "legacy" high-margin products. The Growth Driver (GLP-1s): In [----] and [----] the company launched compounded GLP-1 (weight loss) injections. This segment exploded contributing hundreds of millions in revenue almost overnight. Emerging Segments: Mental Health Heart Health and the newly launched Hims Labs (personalized blood testing). [--]. Whats Growing vs. Whats" [X Link](https://x.com/OwlStreetCan/status/2009866507837407293) 2026-01-10T05:54Z [---] followers, [--] engagements "Gemini Report: Hims & Hers ( $HIMS) January [--] [----] [--]. Revenue Breakdown: The "Netflix for Health" Almost all of its revenue (over 90%) comes from monthly online subscriptions. Core Pillars: Hair loss Sexual Health (ED/BC) and Dermatology. These are "legacy" high-margin products. The Growth Driver (GLP-1s): In [----] and [----] the company launched compounded GLP-1 (weight loss) injections. This segment exploded contributing hundreds of millions in revenue almost overnight. Emerging Segments: Mental Health Heart Health and the newly launched Hims Labs (personalized blood testing). [--]. Whats Growing" [X Link](https://x.com/OwlStreetCan/status/2009870124468367529) 2026-01-10T06:09Z [---] followers, [---] engagements "Gemini Research Report of Qualcomm ( $QCOM) -- January [--] [----] To understand where Qualcomm ($QCOM) stands today you have to look past the "noise" of recent analyst downgrades and focus on the company's massive structural transformation. Qualcomm is currently attempting one of the most difficult maneuvers in tech: moving from being a "smartphone utility" to a diversified "AI and infrastructure" powerhouse. Here is the full breakdown of the companys current situation its financial health and the long-term roadmap for investors. [--]. The Recent Downgrade: Why the Panic In early January 2026" [X Link](https://x.com/OwlStreetCan/status/2011171842565022120) 2026-01-13T20:21Z [---] followers, [----] engagements "Why $QCOM s Next Growth Comes from AI XR Glasses & Auto Chips [--]. Business Qualcomm ( $QCOM) is no longer just a smartphone chip company. Its next growth cycle is coming from three areas: 1) AI Chips (On-device & Edge AI) Qualcomm focuses on running AI directly on devices not only in the cloud. This means: Lower latency Better privacy Lower power consumption Its Snapdragon chips integrate strong NPUs enabling AI assistants image generation and real-time translation on phones PCs XR devices and cars. As on-device AI becomes mainstream Qualcomm is well positioned. 2) XR / Smart Glasses" [X Link](https://x.com/OwlStreetCan/status/2012394132602236961) 2026-01-17T05:18Z [---] followers, [---] engagements "Gold has already surged pricing in much of the fear and uncertainty. Silver ( $SVR.C $SLV) and copper ( $COPP $COPX) may offer more upside from here. Silver benefits from both monetary and industrial demand while copper stands at the core of the AI EV and clean-energy buildout. In the next cycle growth metalsnot safe havenscould deliver the real performance. https://twitter.com/i/web/status/1976075940028612929 https://twitter.com/i/web/status/1976075940028612929" [X Link](https://x.com/OwlStreetCan/status/1976075940028612929) 2025-10-09T00:03Z [---] followers, [---] engagements "Sold $COPP $SLV" [X Link](https://x.com/OwlStreetCan/status/1982858221389000712) 2025-10-27T17:13Z [---] followers, [--] engagements "Copper Mining Refining Producing. $FCX $MTRN $RS" [X Link](https://x.com/OwlStreetCan/status/1985044203752374347) 2025-11-02T17:59Z [---] followers, [---] engagements "Initialed $XEG & $COPP" [X Link](https://x.com/OwlStreetCan/status/1999633454309187591) 2025-12-13T00:12Z [---] followers, [--] engagements "Keeping an eye on $GSRT GSR III Acquisition Corp. a U.S. SPAC listed on NASDAQ. No operations yet but a potential merger target could unlock real value. In SPACs timing and target matter most" [X Link](https://x.com/OwlStreetCan/status/1976632365389864963) 2025-10-10T12:54Z [---] followers, [--] engagements "Planning to buy more $MDA if the price drop further" [X Link](https://x.com/OwlStreetCan/status/1988741111876309040) 2025-11-12T22:50Z [---] followers, [---] engagements "Watching $MDA $GLXY $CRCL $ASTS $RKLB $NBIS $CRWV" [X Link](https://x.com/OwlStreetCan/status/1989199770192339012) 2025-11-14T05:12Z [---] followers, [---] engagements "Bought $GLXY $NVO $MDA $FBTC $FETH" [X Link](https://x.com/OwlStreetCan/status/1993438720960471315) 2025-11-25T21:56Z [---] followers, [---] engagements "Gemini Research Report: Upstart Holdings ( $UPST) --January [--] [----] [--]. Company Overview Upstart Holdings is a fintech company that provides an AI-driven lending platform. Unlike traditional banks that rely primarily on FICO scores Upstart uses machine learning models to assess borrower creditworthiness automate loan approvals and manage risk. The company partners primarily with banks and credit unions earning fees for loans originated through its AI system rather than holding large volumes of loans itself. Key features include: AI-based underwriting that claims higher predictive accuracy than" [X Link](https://x.com/OwlStreetCan/status/2010158157956313342) 2026-01-11T01:13Z [---] followers, [---] engagements "Why $RDW Has One of the Widest Moats in the Space Sector (ROSA Roll-Out Solar Array Deep Dive) 1/10 Why does $RDW (Redwire) have one of the widest moats in the space sector It's ROSA the Roll-Out Solar Array the proven high-power benchmark that's become the default for critical missions. Competitors face massive barriers. Here's the breakdown as of Feb [----]. 2/10 ROSA's core edge: Strain-energy composite booms deploy like a tape measure (no motors = ultra-reliable). Super-thin flexible blankets [--] better stowed volume 25%+ lighter than rigid arrays. Survives launch (50g+) vacuum extreme temps" [X Link](https://x.com/OwlStreetCan/status/2017932653178368245) 2026-02-01T12:06Z [---] followers, [----] engagements "SpaceX has officially acquired xAI the artificial intelligence company founded by Elon Musk. The announcement was made on February [--] [----] in a statement from SpaceX and confirmed by Musk himself marking one of the biggest private tech deals of the year" [X Link](https://x.com/OwlStreetCan/status/2018457117167153362) 2026-02-02T22:50Z [---] followers, [--] engagements "Hims & Hers Health Inc. ( $HIMS) has scheduled its Q4 [----] financial results for Monday February [--] [----] followed by a conference call at 5:00 p.m. ET" [X Link](https://x.com/OwlStreetCan/status/2018457879028854792) 2026-02-02T22:53Z [---] followers, [---] engagements "$HOOD - Robinhood Shares Plummet 9.6% to Start February Touching Multi-Month Lows The Details Closing Price: $89.91 (Down 9.62% on the day). Intraday Low: The stock dipped as low as $88.67 during the session. The Context: This decline marks a sharp retreat from its early January highs (when it traded above $123) and follows a persistent slide throughout late January. Market Drivers: The sell-off was primarily triggered by a 30% drop in Bitcoin prices from recent highs raising fears about a slowdown in Robinhoods lucrative crypto trading volumes." [X Link](https://x.com/OwlStreetCan/status/2018458878263050306) 2026-02-02T22:57Z [---] followers, [--] engagements "Palantir ( $PLTR) Crushes Q4 [----] Earnings: AI & U.S. Growth On Fire Palantir just delivered a blockbuster Q4 [----] report after the close today (February [--] 2026) massive beat on both top and bottom lines with guidance that absolutely demolished expectations. Key highlights: - Revenue: $1.41B (+70% YoY) vs. $1.331.34B consensus - Adjusted EPS: $0.25 vs. $0.23 expected (GAAP EPS $0.24) - U.S. commercial revenue: +137% YoY to $507M - Total U.S. revenue: +93% YoY to $1.076B - GAAP net income: $609M (43% margin) with strong profitability across the board Guidance is next-level bullish: - FY 2026" [X Link](https://x.com/OwlStreetCan/status/2018463503506653284) 2026-02-02T23:16Z [---] followers, [---] engagements "Space pullback day: conviction check. $RKLB 7% $RDW 7% $LUNR 6% $PL 7% smaller caps worse. Is this just normal post-parabolic consolidation or the start of something uglier" [X Link](https://x.com/OwlStreetCan/status/2018465378679378427) 2026-02-02T23:23Z [---] followers, [---] engagements "$SOFI dropped 3.2% to close at $22.08 today as the market continued to "sell the news" following last week's record earnings report and the newly announced liquidation of its Next [---] ETF" [X Link](https://x.com/OwlStreetCan/status/2018468570897043515) 2026-02-02T23:36Z [---] followers, [--] engagements "The Great [----] Metal Meltdown: Gravity Returns to Gold and Silver The narrative for gold and silver has shifted from a "permanent breakout" to a "brutal reality check" following the massive price drop over the last few days. The Shift in Sentiment For most of January [----] the story was dominated by fears of currency debasement and geopolitical instability. This pushed gold toward record highs near $5600 and silver past $120. However the nomination of Kevin Warsh as the next Fed Chair changed the script. Investors who were betting on a weak Federal Reserve are now bracing for a much more" [X Link](https://x.com/OwlStreetCan/status/2018495666839056750) 2026-02-03T01:24Z [---] followers, [---] engagements "How to invest SpaceX before IPO As of February [--] [----] SpaceX remains a private company meaning it does not have a traditional stock ticker on public exchanges like the NYSE or Nasdaq. However the landscape for investors shifted dramatically today with the official announcement that SpaceX has acquired xAI. This landmark merger values the combined entity at approximately $1.25 trillion and integrates Musk's AI development (Grok) social media data (X) and satellite infrastructure (Starlink) into a single powerhouse. This consolidation is widely viewed as the final step toward a massive SpaceX" [X Link](https://x.com/anyuser/status/2018501606501916836) 2026-02-03T01:47Z [---] followers, [---] engagements "Cathie Woods ARK Invest bought approximately [------] shares of $HOOD (Robinhood) today worth about $36 million. This purchase follows a recent pullback in the stock. ARK has been consistently adding to its $HOOD position over recent months" [X Link](https://x.com/OwlStreetCan/status/2018510239843389847) 2026-02-03T02:21Z [---] followers, [---] engagements "@Polymarket The game is wild" [X Link](https://x.com/OwlStreetCan/status/2018511097880555834) 2026-02-03T02:25Z [---] followers, [--] engagements "Trump Launches $12B Project Vault America's Strategic Critical Minerals Fortress Feb [--] [----] BREAKING Trump administration announces Project Vault: $12 billion stockpile of rare earths and critical minerals (backed by $10B EXIM loan + private capital). Goal: Protect US manufacturers from supply disruptions reduce long-term dependence on China and secure EVs defense tech and renewables. Major step in strategic decoupling. https://twitter.com/i/web/status/2018525211294097782 https://twitter.com/i/web/status/2018525211294097782" [X Link](https://x.com/OwlStreetCan/status/2018525211294097782) 2026-02-03T03:21Z [---] followers, [--] engagements "Cathie Wood and ARK Invest recently purchased [------] shares of Bitmine ( $BMNR). This purchase took place in early February [----] and was worth roughly $6.25 million. Here is the quick breakdown of what happened: The Move: ARK Invest used the dip in share price to increase their bet on the company. The Reason: Bitmine has become a major player because it holds a massive amount of Ethereum (over [---] million ETH) making it a core holding for Cathie Woods crypto-focused strategy. The Result: This latest buy adds to an already huge position as ARK now owns well over [--] million shares of the company" [X Link](https://x.com/OwlStreetCan/status/2018526930060849173) 2026-02-03T03:28Z [---] followers, [---] engagements "Qualcomm ( $QCOM) pre-earnings snapshot: Earnings set for Feb [--] after market close. Wall Street expects about $3.39 EPS and $12.1B revenue. Shares have slipped into earnings week and are down YTD. Several analysts trimmed price targets ahead of the report. Key focus: guidance handset demand trends Apple modem risk. https://twitter.com/i/web/status/2018545572202913881 https://twitter.com/i/web/status/2018545572202913881" [X Link](https://x.com/OwlStreetCan/status/2018545572202913881) 2026-02-03T04:42Z [---] followers, [---] engagements "BitMine Immersion ( $BMNR) chaired by Tom Lee is holding [-----] million ETH (3.55% of supply) after adding [-----] ETH last week. - Current ETH price $2300$2317 - Unrealized paper losses: $6$6.95B (avg. cost basis $3800$3883) - Staked: 2.9M ETH targeting $374M+ annual rewards via upcoming MAVAN launch (Q1 2026) - No debt/leverage issues; total crypto + cash holdings $10.7B Lee views the dip as a buying opportunity despite the massive paper L with strong institutional backing (ARK Pantera etc.). BMNR trades at high volume but at a discount to NAV in some views. $ETH $BMNR" [X Link](https://x.com/OwlStreetCan/status/2018575032973398503) 2026-02-03T06:39Z [---] followers, [---] engagements "$AMD Earnings Preview: AI Momentum in Focus AMD reports Q4 [----] earnings after the close on Feb [--] [----]. Revenue is expected around $9.6$9.7 billion roughly 2526% higher year over year. EPS is projected near $1.32 up about 20%+ from last year. The main growth driver is the data center and AI chip business where demand from cloud and enterprise customers remains strong. What will move the stock most is whether AMD beats these estimates and more importantly its guidance for the next quarter. A beat with stronger outlook could push shares higher while cautious guidance may pressure the stock." [X Link](https://x.com/OwlStreetCan/status/2018579847174643966) 2026-02-03T06:58Z [---] followers, [---] engagements "Elon Musk just revived his [----] promise: SpaceX plans to send a literal physical **Dogecoin** to the Moon potentially as soon as next year (2027). He replied "Yes" then "Maybe next year" to a resurfaced post reigniting the classic "to the moon" meme amid ongoing crypto bear vibes. DOGE community hyped; price barely budged. #Dogecoin #SpaceX https://twitter.com/i/web/status/2018691216901321090 https://twitter.com/i/web/status/2018691216901321090" [X Link](https://x.com/OwlStreetCan/status/2018691216901321090) 2026-02-03T14:21Z [---] followers, [--] engagements "Vitalik Buterin Ethereum's co-founder sold $830k worth of ETH (part of larger $1.2M moves). The funds went straight to his biotech charity Kanro for pandemic prevention & open-source health researchnot personal profit or dumping. The viral post spun it as bearish FUD using his classic sunburn meme + red chart during ETHs dip but replies hit back with its charity bro sock jokes and even father abandoned son memes. Typical crypto overreaction when Ethereums founder does philanthropy. https://twitter.com/i/web/status/2018692417168236796 https://twitter.com/i/web/status/2018692417168236796" [X Link](https://x.com/OwlStreetCan/status/2018692417168236796) 2026-02-03T14:25Z [---] followers, [--] engagements "SaaS stocks are sliding because the market is resetting expectations: AI hype is colliding with reality investors want actual revenue & growth not just promises. New AI tools make some traditional software models look outdated or at risk. (AInvest) Growth is slowing and adoption of AI features is slower than expected. (Yahoo Finance) Broader tech sell-offs and macro pressure dont help sentiment. The market is pricing in risk that SaaS companies need to prove they can compete in an AI world not just talk about it. https://twitter.com/i/web/status/2018727452005081230" [X Link](https://x.com/OwlStreetCan/status/2018727452005081230) 2026-02-03T16:45Z [---] followers, [--] engagements "Breaking: U.S. House Passes $1.2 Trillion Funding Bill to End Partial Shutdown On February [--] [----] the House approved a continuing resolution funding most federal agencies through September [--] [----] ending a four-day partial government shutdown. - Final passage vote: **217214** (21 Democrats joined most Republicans; [--] Republicans voted no) - Earlier procedural rule vote: **217215** (one Republican defection) The bill extends DHS funding only through February [--] to allow further talks on immigration enforcement changes. President Trump has said he will sign it immediately upon receipt reopening" [X Link](https://x.com/OwlStreetCan/status/2018770829618889121) 2026-02-03T19:37Z [---] followers, [--] engagements "The Strategy ( $MSTR) Hits $1B Bitcoin Paper Loss on Sharp Dip The Strategy briefly recorded unrealized losses approaching **$1 billion** (some estimates peaked near $1.5B) after Bitcoin fell below $75000 on February [--] [----]. Holdings: **713502 BTC** Average cost: **$76052** Total basis: $54.3 billion By February [--] BTC's partial recovery trimmed losses to roughly **$200800 **million range. Michael Saylor shows no intention to sell continuing the long-term hold strategy despite the drawdown. $MSTR stock fell sharply in sympathy with BTC. Debate persists: amplified risk from leveraged buys vs." [X Link](https://x.com/OwlStreetCan/status/2018780493597360617) 2026-02-03T20:15Z [---] followers, [--] engagements "Senate Probes Netflixs ( $NFLX) $83B Warner Bros. ( $WBD) Deal Feb [--] [----] Netflix ( $NFLX) co-CEO Ted Sarandos defended the $83 billion acquisition of Warner Bros. Discovery ( $WBD) studios and streaming assets at a Senate antitrust hearing today. He argued the merger would deliver more premium content (HBO DC etc.) at lower effective cost to consumers while preserving competition. Subcommittee Chair Sen. Mike Lee (R-UT) called the deal extraordinary and raised concerns about streaming consolidation. Sen. Cory Booker (D-NJ) questioned impacts on creators and rivals. The transaction announced" [X Link](https://x.com/OwlStreetCan/status/2018782823432515784) 2026-02-03T20:25Z [---] followers, [---] engagements "Tech & SaaS Stocks Drop Sharply in Early [----] Major software and growth stocks have fallen significantly since late [----]. Notable declines: - Adobe ( $ADBE): down 55% from peak - ServiceNow ( $NOW): down 40% - Salesforce ( $CRM) Intuit ( $INTU) Oracle ( $ORCL) others: 2040%+ losses - Netflix ( $NFLX): down 3840% (trading $8183) The software ETF ( $IGV) is down over 20% and in bear market territory. The main drivers are slowing growth and fears that new AI tools will replace parts of existing software businesses. Some investors view the current levels as potential future buying opportunities." [X Link](https://x.com/OwlStreetCan/status/2018790725832569324) 2026-02-03T20:56Z [---] followers, [---] engagements "Googles $110B Space Jackpot Google is set to be the biggest institutional winner of a SpaceX IPO. * The Bet: $900M invested in [----]. * The Stake: 7.4% ownership. * The Payoff: At a $1.5T valuation Googles share hits $111B. * The ROI: A massive 122x return. By betting early on Elon Musk Alphabet turned a sub-billion-dollar investment into a hundred-billion-dollar fortress. https://twitter.com/i/web/status/2018791944810627261 https://twitter.com/i/web/status/2018791944810627261" [X Link](https://x.com/OwlStreetCan/status/2018791944810627261) 2026-02-03T21:01Z [---] followers, [--] engagements "AI vs. Quantum The Simple Truth: AI didn't kill Quantum; it just changed the game. AI: AI (like AlphaFold) is amazing at predicting protein shapes by recognizing patterns. It uses standard supercomputers to "guess" the right answer based on data we already have. Quantum : Quantum is for simulating reality. It calculates the actual laws of physics (like electron movement) that are too complex for AI to guess. Latest News (2025/2026): Googles Willow chip recently proved it could solve certain chemistry math 13000x faster than the worlds best supercomputer." [X Link](https://x.com/OwlStreetCan/status/2018805047191380141) 2026-02-03T21:53Z [---] followers, [--] engagements "S&P [---] pullback driven by high valuations: forward P/E 22x (above 5-yr avg 20x) so little room for multiple expansion. Returns now depend on earnings growth. Consensus expects 1215% YoY EPS rise in [----]. If delivered 1214% total return possible this year but expensive market means low margin for error on any misses or volatility. Earnings must do the heavy lifting in [----]. https://twitter.com/i/web/status/2018813669707243905 https://twitter.com/i/web/status/2018813669707243905" [X Link](https://x.com/OwlStreetCan/status/2018813669707243905) 2026-02-03T22:27Z [---] followers, [--] engagements "$AMD Q4 [----] Earnings Snapshot: AMD crushed expectations with record $10.3B revenue (up 34% YoY beat estimates of $9.7B) and adjusted $1.53 EPS (beat $1.32). Growth driven by strong AI/data center demand plus solid PC/gaming gains. Q1 [----] guidance: $9.8B revenue midpoint (above consensus $9.4B). Price action: Shares dropped 5-7% in after-hours trading despite the beat-and-raise market wanted even bigger acceleration amid high valuation and AI hype. https://twitter.com/i/web/status/2018815177878368420 https://twitter.com/i/web/status/2018815177878368420" [X Link](https://x.com/OwlStreetCan/status/2018815177878368420) 2026-02-03T22:33Z [---] followers, [---] engagements "Novo Nordisk ( $NVO) reported [----] results that beat earnings estimates (e.g. $1.01 EPS vs. $0.90 expected) and delivered 10% sales growth but its [----] outlook forecasting a 5%13% decline in sales and profits significantly worse than analysts modest decline forecasts triggered a sharp stock drop of about 14% after hours. https://twitter.com/i/web/status/2018832132785963449 https://twitter.com/i/web/status/2018832132785963449" [X Link](https://x.com/OwlStreetCan/status/2018832132785963449) 2026-02-03T23:41Z [---] followers, [---] engagements "Can You Buy SpaceX by Investing in EchoStar ( $SATS) The Partnership: SpaceX and EchoStar have a massive financial deal. SpaceX needed specific wireless airwaves to make its Starlink "Direct-to-Cell" service work so it bought them from EchoStar for roughly $20 billion. Because SpaceX is a private company it didn't pay just in cashit paid for a large portion of the deal with SpaceX stock. This means EchoStar now owns a significant piece of SpaceX (estimated at 2.5% to 3%). Using EchoStar as a "Backdoor" Investment Since regular people cannot buy SpaceX shares until an IPO many investors buy" [X Link](https://x.com/OwlStreetCan/status/2018864781042540650) 2026-02-04T01:50Z [---] followers, [---] engagements "Clarity Over Chaos: Three Facts That Count about $GLXY Post 1/3 Galaxy Digital ( $GLXY) reported Q4 [----] results amid continued crypto market weakness. Key points from the Digital Assets (Global Markets) segment: - Adjusted gross profit rose 88% year-over-year to approximately $30 million in Q4 supported by resilient lending and advisory fee revenue despite a 40% sequential decline in trading volumes. - Full-year adjusted gross profit in the segment reached a record $505 million up 67% YoY demonstrating operational strength even as crypto market capitalization fell roughly 1024% during Q4." [X Link](https://x.com/OwlStreetCan/status/2019041146174083382) 2026-02-04T13:31Z [---] followers, [---] engagements "The Math is Catching Up: The Brutal Valuation Reset 1/ The market regime just changed. Today Feb [--] [----] isn't about a crashits a violent "valuation kill." Were seeing a massive rotation out of high-multiple growth and into anything with a fortress balance sheet. If a stock was priced for perfection its getting crushed. 2/ The SaaS moat is officially leaking. AI agents like Anthropics latest legal and coding tools are making enterprise software look like a commodity. $ADBE and $CRM are seeing their multiples slashed because the market is realizing that 2025s software-as-a-service premium" [X Link](https://x.com/OwlStreetCan/status/2019091236037206199) 2026-02-04T16:50Z [---] followers, [---] engagements "Crypto's getting hammered again today (Feb [--] 2026). Bitcoin's hovering around $74000$76000 after dipping below $74k earlierdown roughly 2-4% in the last day. It's shed a ton since the post-election highs now sitting way off those peaks. Ethereum's taking it worse sitting near $2100$2200 (down 3-5% or so today) just bleeding alongside the broader market. Total crypto market cap's at about $2.66 trillion down another 2-3% in 24h with hundreds of billions wiped out over the past week. Volume's still pretty high but sentiment's tanked to two-month lows. Blame the usual suspects: tech stocks" [X Link](https://x.com/OwlStreetCan/status/2019098008131105002) 2026-02-04T17:17Z [---] followers, [--] engagements "MY Watching List : $SHOP $HIMS $HOOD $SOFI $AVGO $QCOM $RBLK $RDW $CRDO $LMND $NVO $GLXY $VRT $OSCR $ZETA $MDA" [X Link](https://x.com/OwlStreetCan/status/2019153828214681783) 2026-02-04T20:59Z [---] followers, [---] engagements "$NKE NIKE The U.S. Equal Employment Opportunity Commission filed a subpoena enforcement action in federal court on February [--] [----] to compel Nike to provide documents as part of an investigation into allegations of systemic race discrimination against white employees applicants and training program participants through the company's DEI-related [----] Targets and other inclusion initiatives. https://twitter.com/i/web/status/2019155244182327554 https://twitter.com/i/web/status/2019155244182327554" [X Link](https://x.com/OwlStreetCan/status/2019155244182327554) 2026-02-04T21:04Z [---] followers, [--] engagements "Elon Musk has become the first person in history to surpass $800 billion in net worth (with Forbes estimating it at around $852 billion as of early February 2026) following SpaceX's acquisition of xAI in a landmark deal that valued the combined company at $1.25 trillion and boosted his fortune by about $84 billion through restructured ownership stakes. This milestone comes amid rapid wealth growth from his holdings in Tesla the newly merged SpaceX-xAI entity (now his most valuable asset) and other ventures driven by soaring valuations in AI space and EVsthough Bloomberg's more conservative" [X Link](https://x.com/OwlStreetCan/status/2019156657587253296) 2026-02-04T21:10Z [---] followers, [--] engagements "Qualcomm ( $QCOM) delivered a solid Q1 FY2026 beat with revenue of $12.3 billion (versus consensus estimates of around $12.1$12.23 billion up 5% YoY) and non-GAAP EPS of $3.50 (topping estimates of $3.38$3.40) driven by record results and strength in 5G handsets plus automotive growth yet shares plunged in after-hours trading on February [--] [----] dropping about 810% to roughly $136$137 (from a regular close near $149) as weak Q2 guidance of $10.2$11.0 billion in revenue (well below $11.0$11.1 billion expected) and non-GAAP EPS of $2.45$2.65 (versus $2.85$2.90 expectations) reflected" [X Link](https://x.com/OwlStreetCan/status/2019168185862484227) 2026-02-04T21:56Z [---] followers, [---] engagements "Critical Minerals: The United States hosted a ministerial meeting in Washington with representatives from more than [--] countries to discuss cooperation on critical minerals supply chains and proposed new trade and alliance mechanisms aimed at reducing reliance on Chinas dominance in the sector. https://twitter.com/i/web/status/2019177754273706018 https://twitter.com/i/web/status/2019177754273706018" [X Link](https://x.com/OwlStreetCan/status/2019177754273706018) 2026-02-04T22:34Z [---] followers, [--] engagements "$AVGO (Broadcom Inc.) is up 6%+ in after-hours trading following Alphabets earnings report markets are reacting to Googles massive capital expenditure guidance for [----]. Alphabet (Google) tickers $GOOG / $GOOGL reported strong Q4 earnings and said it expects to spend about $175 billion to $185 billion in capital expenditures this year far above expectations as it ramps up infrastructure for AI cloud and data centers. The elevated capex outlook is being interpreted as a positive signal for demand in networking semiconductors and data-center gear areas where Broadcom supplies components helping" [X Link](https://x.com/OwlStreetCan/status/2019241854689321242) 2026-02-05T02:49Z [---] followers, [---] engagements "Hims & Hers ( $HIMS) $HIMS launched a compounded oral semaglutide pillusing the same active ingredient as Novo Nordisk's Wegovyat an introductory price of $49 for the first month (then $99/month on subscription) undercutting the branded Wegovy pill's $199/month cost to expand affordable access to weight-loss treatment. https://twitter.com/i/web/status/2019417269475110930 https://twitter.com/i/web/status/2019417269475110930" [X Link](https://x.com/OwlStreetCan/status/2019417269475110930) 2026-02-05T14:26Z [---] followers, [---] engagements "What is happening for the market 1: Decline Recap In [----] major US indices began a notable decline around February [--] reaching lows by early April. The downturn bottomed with a rebound starting around April [--]. This period featured sharp drops driven by factors like trade tensions and policy shifts with the Nasdaq-100 falling nearly 23% from its February peak. 2: Current Market Setup (Early 2026) As of February [----] broad indices remain relatively stable year-to-date with modest gains or flat performance overall. However individual stocksparticularly in tech and growth areasare experiencing" [X Link](https://x.com/OwlStreetCan/status/2019420344453591561) 2026-02-05T14:38Z [---] followers, [--] engagements "Amazon is scheduled to release its Q4 [----] earnings report for $AMZN today Thursday February [--] [----] shortly after the market closes (approximately 4:01 PM ET) with analysts estimating a record $211.4 billion in revenue and an EPS of $1.97. Amazon is scheduled to release its Q4 [----] earnings report for $AMZN today Thursday February [--] [----] shortly after the market closes (approximately 4:01 PM ET) with analysts estimating a record $211.4 billion in revenue and an EPS of $1.97. https://twitter.com/i/web/status/2019428368371052817 https://twitter.com/i/web/status/2019428368371052817" [X Link](https://x.com/OwlStreetCan/status/2019428368371052817) 2026-02-05T15:10Z [---] followers, [---] engagements "$NVO vs $HIMS Hims & Hers Health $HIMS launched a compounded oral semaglutide pillusing the same active ingredient as Novo Nordisk's Wegovyat an introductory price of $49 per month (rising to $99 thereafter) pressuring $NVO Novo Nordisk's shares downward amid intensified competition and margin concerns in the booming weight-loss drug market. https://twitter.com/i/web/status/2019430578941227442 https://twitter.com/i/web/status/2019430578941227442" [X Link](https://x.com/OwlStreetCan/status/2019430578941227442) 2026-02-05T15:19Z [---] followers, [---] engagements "$GOOG $AMZN $MSFT $META Big Tech giants are aggressively ramping up AI infrastructure investments in [----] with Amazon projecting $200 billion in capex (up over 50% from 2025) Alphabet guiding $175$185 billion Meta $115$135 billion and Microsoft around $150 billion or more driving collective hyperscaler spending well over $600 billion amid fierce cloud competition though the massive outlays have sparked investor concerns over returns and sent shares like Amazon's tumbling 910% in after-hours trading. https://twitter.com/i/web/status/2019544503108137471" [X Link](https://x.com/OwlStreetCan/status/2019544503108137471) 2026-02-05T22:51Z [---] followers, [---] engagements "$HIMS $NVO On February [--] [----] FDA Commissioner Marty Makary warned that the agency will take swift action against companies mass-marketing illegal copycat drugs that falsely claim similarity to FDA-approved products a statement widely interpreted as targeting Hims & Hers' ($ HIMS) recent launch of low-cost compounded semaglutide pills mimicking Novo Nordisk's ( $NVO) Wegovy amid escalating regulatory and legal tensions in the GLP-1 weight-loss drug market. https://twitter.com/i/web/status/2019564459535266071 https://twitter.com/i/web/status/2019564459535266071" [X Link](https://x.com/OwlStreetCan/status/2019564459535266071) 2026-02-06T00:11Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@OwlStreetHopeBC Owl Street Lodge
Owl Street Lodge posts on X about ai, $upst, $glxy, $hims the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +46%
- [--] Month [------] -48%
- [--] Months [-------] -98%
- [--] Year [----------] +2,011%
Mentions: [--] #
- [--] Week [--] +47%
- [--] Month [---] +259%
- [--] Months [---] +3,700%
- [--] Year [---] +6,917%
Followers: [---] #
- [--] Week [---] +11%
- [--] Month [---] +23%
- [--] Months [---] +55%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries exchanges celebrities fashion brands automotive brands currencies
Social topic influence ai, $upst #43, $glxy, $hims, $lmnd, $nvo, $zeta, investment, health, stocks
Top accounts mentioned or mentioned by @mmatters22596 @tacticzh @wealthmatica @dividendology @grok @bjmtweets @theraymyers @pepeboost888 @polymarket @leontraveller @covie93 @mikelongterm @penghellen @qinbafrank @goddreng10 @upstart @datainvest7475 @macro_guru @cryptopunk2020 @perchlittle
Top assets mentioned Upstart Holdings, Inc. (UPST) Galaxy Digital Inc. (GLXY) Hims & Hers Health, Inc. (HIMS) Lemonade, Inc. (LMND) Novo-Nordisk (NVO) ZetaChain (ZETA) Oscar Health, Inc. (OSCR) BITMINE IMMERSION TECH (BMNR) Rocket Lab USA, Inc. Common Stock (RKLB) Vertiv Holdings Co (VRT) Alphabet Inc Class A (GOOGL) Circle Internet Group, Inc. (CRCL) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Shopify Inc (SHOP) Credo Technology Group Holding Ltd (CRDO) Astera Labs, Inc. (ALAB) Robinhood Markets, Inc. (HOOD) CoreWeave, Inc (CRWV) The Root Network (ROOT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Trade Desk, Inc. (TTD) Bitcoin (BTC) Gambling.com Group Limited (GAMB) Bull Market (BULL) Strategy (MSTR) Redwire Corporation (RDW) QUALCOMM, Inc. (QCOM) Roblox Corp. (RBLX) Eli Lilly and Company (LLY) Salesforce Inc (CRM) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Coldstack (CLS) Gemini Space Station, Inc. (GEMI) Crowdstrike Holdings Inc (CRWD) Fluence Energy, Inc. (FLNC) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Ethereum (ETH) Chime Financial, Inc (CHYM) Broadcom, Inc. (AVGO) RAI Finance (SOFI) Lululemon Athletica Inc (LULU) Mario Coin (COIN) Tesla, Inc. (TSLA) Rubrik, Inc. (RBRK) Intuitive Surgical, Inc. (ISRG) Freeport-McMoRan Inc (FCX) Centrus Energy Corp. (LEU) Eos Energy Enterprises, Inc. (EOSE)
Top Social Posts
Top posts by engagements in the last [--] hours
"@dividendology @grok facts check"
X Link 2025-04-21T04:34Z [---] followers, [--] engagements
"@bjmtweets Thank you Brian. Two or three months ago I happened to read your research articles on $UPST and $LMND. I decided to buy $UPST and the price has since increased by about 60%. I really appreciate your great work and generous sharing"
X Link 2025-07-23T18:20Z [---] followers, [---] engagements
"Amid the current macroeconomic environment which of the following stocks would you choose: $NVO $CRCL $CRWV $LULU $UPST $BMNR or $COIN"
X Link 2025-09-06T21:29Z [---] followers, [---] engagements
"Elon Musk just purchased a fresh $1B in $TSLA stock. The news sent shares surging 7%+ pre-market. A huge vote of confidence from the CEO but remember to do your own due diligence before chasing this rally. #TSLA"
X Link 2025-09-15T13:04Z [---] followers, [--] engagements
"High conviction only. Long-term only. Stick to your strategy. Fewer trades. More reading & research. Discipline beats noise. $UPST $ROOT $ZETA $NVO $GLXY"
X Link 2025-09-18T05:22Z [---] followers, [---] engagements
"Portfolio update: Added $ROOT and $UPST both are attractive valuation plays that stand to benefit from rate cuts. Also added $RBRK a fast-growing cybersecurity stock with strong momentum. Sold $IREN after the recent pump risk/reward looks unfavorable"
X Link 2025-09-18T17:25Z [---] followers, [---] engagements
"Lesson learned: Skipping the fundamentals ignoring proper research and getting baited by a price drop near IPO. A hard reminder to stick to my trading plan and not get swayed by hype. $GEMI"
X Link 2025-09-18T19:03Z [---] followers, [---] engagements
"Momentum drives short-term fluctuations but a company's or economy's fundamentals are what dictate its long-term trajectory. $GLXY"
X Link 2025-09-19T14:47Z [---] followers, [---] engagements
"Staking yield = rewards paid by the blockchain itself from new tokens + transaction fees. $BMNR $CRCL $COIN"
X Link 2025-09-19T17:16Z [---] followers, [---] engagements
"Macro trends set the stage fundamentals show the value momentum drives timing. When all three align the edge is strongest. $GLXY"
X Link 2025-09-19T17:44Z [---] followers, [---] engagements
"Look for opportunities in each sectors top 3leaders win most often. $TTD $NVO $RBRK $GABM $RBLX $LLY"
X Link 2025-09-19T18:00Z [---] followers, [---] engagements
"Balancing long-term investing with opportunity cost is key: keep a strong core for steady growth use a small satellite portion to seize short-term opportunities. Patience compounds flexibility captures value. $LLY $BMNR"
X Link 2025-09-19T18:23Z [---] followers, [---] engagements
"$COIN $BLSH $GEMI which one has more potential"
X Link 2025-09-20T16:12Z [---] followers, [---] engagements
"What do you consider "safe" in this market For me it's about solid fundamentals valuations and market leadership. That's why I'm looking at $TTD $LLY $CRM $LULU and $NVO"
X Link 2025-09-21T14:01Z [---] followers, [---] engagements
"$PYPL $DLO $FOUR which are all in payment sector which one has more potential"
X Link 2025-09-21T15:16Z [---] followers, [---] engagements
"Markets eventually rotate. It might not be the time to chase nuclear and quantum stocks better to look at healthcare cybersecurity and AI software. $LLY $NVO $CRWD $RBRK $ZETA $UPST"
X Link 2025-09-21T16:37Z [---] followers, [---] engagements
"@MMatters22596 $ROOT $NVO $ASTS"
X Link 2025-09-21T20:14Z [---] followers, [---] engagements
"At current price I would like to add more $AMZN as my long term investment"
X Link 2025-09-27T18:23Z [---] followers, [--] engagements
"$LLY vs $NVO should I need to buy the both or choose one of them"
X Link 2025-09-28T04:15Z [---] followers, [---] engagements
"@TacticzH $CSU"
X Link 2025-09-29T00:23Z [---] followers, [---] engagements
"Brookfield $BN vs Constellation $CSU: $BN: Global manager of Physical Assets (Infrastructure Real Estate). Scale & stability. $CSU: Global buyer of Niche Software (VMS). Acquisition machine & compounding growth"
X Link 2025-09-29T01:41Z [---] followers, [---] engagements
"$UPST falling off a cliff waiting for it to find a bottom before jumping in"
X Link 2025-09-29T14:25Z [---] followers, [---] engagements
"$UPST $ASTS $ZETA"
X Link 2025-10-01T13:57Z [---] followers, [---] engagements
"$ISRG : sector leader strong fundamentals high growth high valuation"
X Link 2025-10-01T16:04Z [---] followers, [---] engagements
"$MELI is falling big another day after yesterday"
X Link 2025-10-02T00:33Z [---] followers, [--] engagements
"Options expire every Friday (key: 3rd Friday monthly). Futures expire quarterly on the 3rd Friday of Mar Jun Sep Dec. These OpEx & futures dates often drive big moves from rebalancing and hedging"
X Link 2025-10-02T02:39Z [---] followers, [--] engagements
"All eyes are watching if $TSLA go all time high today or tomorrow"
X Link 2025-10-02T08:03Z [---] followers, [--] engagements
"Added $GLXY with multiple revenue streams including a data center business. It may catch up to the valuations of other data center plays"
X Link 2025-10-02T17:29Z [---] followers, [---] engagements
"Sold 1/3 of $ASTS shares to free up some fund for $GLXY"
X Link 2025-10-02T17:41Z [---] followers, [---] engagements
"Has $AI been bottomed"
X Link 2025-10-02T18:17Z [---] followers, [--] engagements
"$STX and $WDC two storage giants powering AI & cloud growth. Seagate leads in high-capacity HDDs Western Digital spans HDD + SSD with strong consumer brands. Both riding the data explosion"
X Link 2025-10-04T00:21Z [---] followers, [--] engagements
"Which of them do you think has more potential $SHOP and $AMZN two e-commerce powerhouses on different scales. Shopify empowers millions of merchants while Amazon dominates global retail and cloud. Both shaping the future of online commerce"
X Link 2025-10-04T00:32Z [---] followers, [---] engagements
"Control your emotions embrace patience and balance your risks. Investing is not about speed its about staying power. $ISRG"
X Link 2025-10-05T04:51Z [---] followers, [--] engagements
"$TMDX - TransMedics is revolutionizing organ transplantation with their OCS (Organ Care System) keeping donor organs warm & viable for longer. Strong revenue and recent partnership with Mercedes-Benz highlight major expansion. A key player in life-saving medical tech"
X Link 2025-10-05T16:06Z [---] followers, [---] engagements
"Bought $ASTS and $OSCR when they dipped now its $UPST s turn. Lets wait and see how this one plays out"
X Link 2025-10-06T21:57Z [---] followers, [---] engagements
"Thinking about adding more $ROOT the turnaround momentum looks solid with improving fundamentals and underwriting results but volatility remains high. Scaling in on dips might be the smarter move"
X Link 2025-10-07T18:36Z [---] followers, [---] engagements
"$ISRG quietly leading the surgical AI and robotics revolution. While many chase flashy AI names Intuitive Surgical keeps compounding through precision data and recurring revenue from its installed base. True innovation doesnt always shout it performs"
X Link 2025-10-07T21:05Z [---] followers, [---] engagements
"Market risk isnt just about declines. A sharp rise can trigger anxiety that its gone too far too fast. Managing emotion in both directions defines long-term success"
X Link 2025-10-09T05:05Z [---] followers, [--] engagements
"Friday bloodbath for some hyped names all down over 10%: $FLNC $FIG $PGY $CGNX $POET $KITT $BKSY $SERV $AAOI $CRCL $BMNR"
X Link 2025-10-12T04:16Z [---] followers, [---] engagements
"Over [---] million traders were liquidated (margin called) within [--] hours during the massive crypto market volatility that began on Friday October 10th. The total liquidation volume reached a staggering $19.36 billion which data trackers described as the largest liquidation event in crypto history. This highlights the extreme risk and leverage currently in the market.$BITCOIN $ETHEREUM $BTC $ETH"
X Link 2025-10-12T23:09Z [---] followers, [--] engagements
"Great traders arent fearless theyre cautious. Their edge comes from respecting the market not trying to control it. Most people rush in before the picture is clear like walking into a forest at night. The masters wait until dawn. They dont predict; they listen to what the market tells them. They only strike when the odds are unmistakably in their favor otherwise they walk away. Patience is the ultimate trading skill"
X Link 2025-10-14T04:37Z [---] followers, [--] engagements
"Set up $SHOP position"
X Link 2025-10-14T20:42Z [---] followers, [--] engagements
"$IDR (Idaho Strategic Resources Inc.) is a U.S.-based mining company focused on gold production and rare earth exploration in Idaho. With its flagship Golden Chest Mine and growing exposure to critical minerals $IDR stands out as a unique play on both precious metals and U.S. domestic resource independence"
X Link 2025-10-14T23:28Z [---] followers, [---] engagements
"$CRML vs $USAR Rare Earth Showdown: $CRML: Focused on lithium and rare earth exploration in Greenland. Early-stage high-risk high-reward bet on untapped deposits. Big potential if exploration delivers but requires patience. $USAR: Building a U.S.-based rare earth supply chain from mining to magnet production. Aligned with domestic policy for critical minerals. Lower risk integrated approach for long-term stability. Bottom Line: $CRML = Speculative play with significant upside if Greenland pays off. $USAR = Safer strategic choice for a U.S.-focused supply chain. Which ones your pick"
X Link 2025-10-15T19:39Z [---] followers, [---] engagements
"Sold 50% my position of $HIMS"
X Link 2025-10-15T23:28Z [---] followers, [--] engagements
"$NKLR a new player in the micro-modular reactor (MMR) space. While peers like $OKLO and $SMR surged on nuclear momentum $NKLR is still under the radar. Trading near its SPAC base price it carries high risk but also high potential if the SOLO reactor project advances. Worth watching around the $11 zone for early positioning before broader attention arrives"
X Link 2025-10-16T18:40Z [---] followers, [---] engagements
"Watchlist update: $ROOT $UPST $LMND $GLXY $MDA Most names pulled back this week $ROOT (-5%) $UPST (-6%) $LMND (-9%) $GLXY (-4%) showing risk-off sentiment across fintech and digital asset plays. $GLXY stands out with fresh investment news and Q3 results due Oct [--]. Volatility remains high good setups may come after consolidation"
X Link 2025-10-17T04:58Z [---] followers, [--] engagements
"@TacticzH Why avoid $CWRD"
X Link 2025-05-16T12:26Z [---] followers, [----] engagements
"Emotional Discipline: Don't let feelings dictate moves. Position Sizing: Never go all in. Risk Awareness: Know what's at stake. Macro View: Understand the big picture. Timing: Be patient but ready to act. Long-Term Focus: Ignore the daily noise. $TTD $GAMB"
X Link 2025-09-19T01:55Z [---] followers, [---] engagements
"Don't fight momentum leverage it. When it's in your favor lean in and accelerate. When it's not look for the pivot point to change direction. $TTD $Gamb $CHYM"
X Link 2025-09-19T13:46Z [---] followers, [---] engagements
"Watching potential runners: $GAMB $UPST $OSCR"
X Link 2025-09-22T17:15Z [---] followers, [---] engagements
"$GAMB eventually seems to be pivoting market may be starting to recognize the shift. Watching if momentum builds from here"
X Link 2025-09-23T00:14Z [---] followers, [---] engagements
"While $ASTS & $RKLB shine with retail traders $MDA quietly leads in Canadian space & defense"
X Link 2025-10-07T18:50Z [---] followers, [---] engagements
"$COPX $SLV With EVs green energy and AI infrastructure booming copper remains the clear long-term play due to strong industrial demand and constrained supply while silver offers higher volatility and the potential for rapid short-term gains driven by both industrial use and investor speculation"
X Link 2025-10-07T19:12Z [---] followers, [---] engagements
"Can OpenAI/generic AI replace Constellation Software ( $CSU.TO) Not soonits niche vertical software 25-yr customer retention & 50% govt revenue make it resilient. Since [----] 33% profit growth built a $100B firm. Long-term AI could disrupt if it masters verticals but CSUs 1000+ acquisitions & lab culture may adapt. Monitor AI & CSUs moves"
X Link 2025-10-08T04:22Z [---] followers, [---] engagements
"Great stocks in Canadian markets: $SHOP $MDA $CCO $GLXY $BN $CSU"
X Link 2025-10-09T16:43Z [---] followers, [---] engagements
"Here are some tickers from my portfolio that got hit hard today: $OSCR $GEMI $BMNR $ZETA $BULL $WELL. Tough day in the market"
X Link 2025-10-10T22:32Z [---] followers, [---] engagements
"Market Plunge: Fear Sells Calm Buys The Fearful: Sells into panic locking in losses. Emotion drives their exit. The Calm: Sees a discount. They buy quality using the dip as an opportunity. Value drives their entry. $GAXY $CRDO $ALAB"
X Link 2025-10-11T21:35Z [---] followers, [---] engagements
"$SLNH: Soluna Holdings leverages surplus renewable energy for Bitcoin mining & AI data centers. Strong partnerships and a green tech focus make it a small-cap with breakout potential"
X Link 2025-10-12T04:40Z [---] followers, [----] engagements
"Monday to Watch: $GAXY $BMNR $ZETA $LMND $OSCR $UPST $BULL $SHOP $MDA"
X Link 2025-10-13T00:28Z [---] followers, [---] engagements
"The financial and insurance reporting season is here. With many companies in these sectors trading at unusually low valuations strong earnings reports could serve as the perfect catalyst to ignite a major rally. Pay close attentionthis is where value meets performance. $CHYM $OSCR $ROOT $UPST $LMND"
X Link 2025-10-13T20:23Z [---] followers, [---] engagements
"Copper Powerhouses: Three giants driving the copper boom: $FCX Global leader with Indonesias massive Grasberg mine. $SCCO Latin Americas integrated copper producer. $TECK Canadas top miner merging with Anglo American to form a new global force. Rising demand from EVs renewables and electrification keeps copper in the spotlight"
X Link 2025-10-15T02:11Z [---] followers, [---] engagements
"With major banks posting strong earnings market sentiment toward financial and lending sectors is improving. Fintech names like $PGY $UPST and $CHYM could benefit from this momentum as investors look for growth opportunities beyond traditional banking"
X Link 2025-10-15T04:48Z [---] followers, [---] engagements
"Watching $HIMS $IDR $AMPX $LMND $GLXY $BMNR"
X Link 2025-10-17T19:28Z [---] followers, [---] engagements
"Added more positions of $GLXY"
X Link 2025-10-17T19:40Z [---] followers, [---] engagements
"Buying the dip is easy losing money right after is even easier. Thats why patience is key. Wait for the uptrend before you buy. $BULL $ROOT $GEMI $UPST $GAMB"
X Link 2025-10-17T20:55Z [---] followers, [---] engagements
"Will AI kill Constellation Software ( $CSU) Unlikely. The market has been anxious about AI replacing Constellations portfolio of Vertical Market Software (VMS) companies. Why the worry is overblown: * Moat: CSU's software is deeply embedded in niche mission-critical often regulated industries (e.g. local government utilities). * Switching Cost: Replacing these highly specific systems with general AI is prohibitively expensive risky and subject to significant bureaucratic friction. * Augmentation Not Replacement: CSU's management believes AI will serve as an enhancement to its existing"
X Link 2025-10-18T03:59Z [---] followers, [---] engagements
"@TheRayMyers @wealthmatica If you can add risk analysis as well it would be perfect"
X Link 2025-10-18T17:45Z [---] followers, [---] engagements
"@wealthmatica It is highly overvalued I sold my 1/2 my position of $RKLB still keep the other half"
X Link 2025-10-18T21:18Z [---] followers, [---] engagements
"Watch list for the next week: $MDA $LMND $ZETA $TECK $FCX $HIMS"
X Link 2025-10-18T22:54Z [---] followers, [---] engagements
"In Life & Work: We need ACTION. Waiting for the perfect moment is procrastination. Be the moversend the email start the project ask the question. Momentum is built by doing. In the Market: We need PATIENCE. Constant checking and trading is noise. Set your plan then wait. Wealth is built by time"
X Link 2025-10-19T17:40Z [---] followers, [--] engagements
"$XBI the SPDR S&P Biotech ETF offers equal-weighted exposure to U.S. biotech companies giving investors balanced access across large- mid- and small-cap firms. Trading at around $107.8 it has outperformed the S&P [---] YTD benefiting from regulatory clarity M&A activity and easier capital access. Its equal-weighted structure provides diversification but can lead to volatility due to smaller biotech stocks influencing performance. A solid choice for those bullish on biotech growth while managing sector risks"
X Link 2025-10-19T17:49Z [---] followers, [--] engagements
"The Altman X-Score measures a companys financial health and bankruptcy risk. It combines ratios like working capital retained earnings EBIT equity and sales relative to assets and liabilities. Score meaning: Above 2.99: financially safe 1.812.99: grey zone Below 1.81: distress zone In short a higher Altman X-Score signals stronger financial stability"
X Link 2025-10-19T18:51Z [---] followers, [--] engagements
"Hold less live more. Owning fewer things means owning more freedom. Real estate investing can make you rich but often takes time energy and care. Stock investing lets your money grow while you stay free"
X Link 2025-10-19T23:51Z [---] followers, [--] engagements
"Summary of X Discussions on $LMND Recent conversations on X (from October [---] 2025) show a predominantly bullish sentiment among retail traders and investors regarding Lemonade ($LMND) stock. Users frequently describe it as "undervalued" a "dip-buying opportunity" and an "AI disruptor" in insurance with calls to accumulate now before earnings on November [--]. There's excitement around recent board additions (e.g. PayPal's CMO and Meta's AI VP) and partnerships like Tesla which are seen as catalysts for growth. Technical chatter highlights a "cup-and-handle breakout" retest around $47$48 support"
X Link 2025-10-20T00:14Z [---] followers, [--] engagements
"$MU Micron Technology is one of the worlds leading memory and storage chipmakers. It produces DRAM NAND and other advanced memory products that power AI data centers and high-performance computing. As AI demand accelerates Microns high-bandwidth memory (HBM) and AI-optimized DRAM are driving strong revenue growth. The company is benefiting from both rising chip prices and expanding capacity in advanced nodes. Microns growth story is clear its positioned at the heart of the AI and data revolution"
X Link 2025-10-20T00:24Z [---] followers, [---] engagements
"Recent operations: added more positions in $GLXY already holding sizable positions in $OSCR considering opening new positions in $LMND maintaining small exposure in $ZETA and started new positions in $SHOP"
X Link 2025-10-21T03:58Z [---] followers, [---] engagements
"Whats $UPWK Upworks a gig economy leader linking 12M+ freelancers to clients worldwide. With 9.5% CAGR 34% FCF growth & AI (Uma) its a $2B cap gem"
X Link 2025-10-21T05:40Z [---] followers, [--] engagements
"$GLXY is getting crushed today anyone knows whats behind the drop"
X Link 2025-10-22T14:11Z [---] followers, [---] engagements
"Market crashed watching $NKLR $GLXY $NBIS $ASTS $VRT $LEU $EOSE $FLNC"
X Link 2025-10-22T17:59Z [---] followers, [---] engagements
"Added more positions in $GLXY"
X Link 2025-10-23T17:50Z [---] followers, [---] engagements
"Watching: $GLXY $LMND $UPST $VRT $NKLR $ZETA"
X Link 2025-10-24T02:13Z [---] followers, [---] engagements
"@MMatters22596 Any reason for sell $CRWD"
X Link 2025-10-25T16:13Z [---] followers, [---] engagements
"Position Sizing: A Three-Tier Allocation Strategy Effective position sizing is essential for portfolio longevity and risk management. This three-tier strategy provides a disciplined framework for capital allocation: [--]. Strategic Core (50%) * Purpose: Long-Term Investment and principal stability. * Focus: Core holdings like index ETFs blue-chip stocks and high-quality dividend payers. * Time Horizon: Multi-year; held through market cycles. * Risk Profile: Low to Moderate. [--]. Tactical Growth (30%) * Purpose: Capture Medium-to-Short Term Growth and market momentum. * Focus: Growth stocks sector"
X Link 2025-10-26T04:35Z [---] followers, [--] engagements
"Watchlist for next week: $GLXY $LMND $NBIS $BMNR $ZETA $MDA $HIMS $CHYM $TSLA $RXRX $CRDO $ALAB $NKLR $VRT $BULL"
X Link 2025-10-26T04:52Z [---] followers, [---] engagements
"Opened $VRT position"
X Link 2025-10-27T15:22Z [---] followers, [--] engagements
"Opened a position in $VRT"
X Link 2025-10-27T15:31Z [---] followers, [--] engagements
"No one consistently buys at the bottom or sells at the top. Thats not how real investing works. Im happy catching a reasonable part of the move and leaving the rest for others"
X Link 2025-10-28T00:30Z [---] followers, [--] engagements
"Oct [--] [----] Galaxy Digital announced a US$1B private note offering (due 2031) to fund growth and repay [----] debt"
X Link 2025-10-28T02:36Z [---] followers, [--] engagements
"Watching list : $UPST $GLXY $LMND $ZETA $BMNR $RBLX $META $HIMS"
X Link 2025-10-31T03:42Z [---] followers, [---] engagements
"Could this be a great entry point for $NVO ahead of its upcoming earnings call"
X Link 2025-11-01T04:17Z [---] followers, [---] engagements
"October tax-loss selling is done the Santa Claus Rally is on the horizon. Institutional tax-loss selling has wrapped up clearing the way for potential year-end strength. With selling pressure easing and optimism returning markets may soon shift from caution to momentum. $UPST $NVO"
X Link 2025-11-01T04:42Z [---] followers, [--] engagements
"Private Equity (PE) Tokenization is a financial innovation that converts ownership interests in traditionally illiquid private market assetssuch as PE funds real estate or venture capital sharesinto digital tokens on a blockchain. The core purpose is to democratize access and dramatically increase the liquidity of these assets. How it Works: Each digital token represents a fractional verifiable share of the underlying private asset. Smart contracts on the blockchain automate compliance governance and distribution processes. Impact on the Market: By enabling fractional ownership and"
X Link 2025-11-01T15:45Z [---] followers, [--] engagements
"Opened a new position in $MDA added more $UPST"
X Link 2025-11-03T15:23Z [---] followers, [---] engagements
"$VRT vs $NVT: While both companies are in the "electrical equipment" industry and serve the critical data center market Vertiv ($VRT) is more focused on the core critical power and thermal management systems while nVent ($NVT) offers a broader portfolio of electrical connection and protection solutions that support those systems and various other industrial applications"
X Link 2025-11-03T22:21Z [---] followers, [---] engagements
"Lumentum Holdings Inc. ($LITE) Lumentum Holdings Inc. is a U.S.-based technology company specializing in optical and photonic products used in data communications telecommunications and industrial applications. Founded in [----] and headquartered in San Jose California Lumentum was originally spun off from JDS Uniphase. The companys innovations power the worlds cloud networks data centers AI infrastructure and advanced manufacturing systems. Its business operates through two main segments: [--]. Cloud & Networking Provides optical chips modules and subsystems for cloud data centers AI/ML"
X Link 2025-11-06T07:00Z [---] followers, [--] engagements
"In Neocloud $CRWV ranks first and $NBIS ranks second"
X Link 2025-11-07T00:25Z [---] followers, [---] engagements
"$ZETA & $LMND: Strong Earnings AI at Work Both companies delivered solid results showing how AI-driven platforms boost efficiency and growth. $ZETA leads in data marketing automation while $LMND proves AI can reshape insurance. AI isnt the future its driving performance now"
X Link 2025-11-07T00:30Z [---] followers, [---] engagements
"Sold $AMZN open a new position in $CRCL"
X Link 2025-11-07T15:18Z [---] followers, [---] engagements
"Watching $NBIS $CRWV $HIMS $RKLB"
X Link 2025-11-07T15:20Z [---] followers, [---] engagements
"Open a new position in $CRWV added more $HIMS & $RKLB"
X Link 2025-11-07T17:23Z [---] followers, [---] engagements
"@PepeBoost888 $RKLB $CRCL $CRWV $HIMS"
X Link 2025-11-07T18:01Z [---] followers, [---] engagements
"Added more shares of $CRWV today after its sharp dip following the earnings report. Sometimes strong fundamentals and long-term potential get overshadowed by short-term market reactions I see this as an opportunity to average down and strengthen my position"
X Link 2025-11-11T19:27Z [---] followers, [---] engagements
"$GAMB getting hammered with 25% price drop after earnings call"
X Link 2025-11-13T16:38Z [---] followers, [---] engagements
"Adjusted my portfolio by selling $TMDX and adding additional shares of $CRCL"
X Link 2025-11-14T15:37Z [---] followers, [---] engagements
"AI is reshaping enterprise tools: Snowflake vs Datadog. Snowflake = the backbone for AI data: storing cleaning and sharing massive datasets. Datadog = the system doctor for complex AI apps monitoring servers APIs and microservices. Bottom line: Snowflake thrives on AI data demand Datadog grows with system complexitybut faces cost and competition pressures"
X Link 2025-11-15T05:43Z [---] followers, [--] engagements
"The Capital Stack Hierarchy: When a company goes into default bankruptcy or liquidation the company's assets are sold off and the proceeds are paid out to the various financial stakeholders in a very strict order. "Senior" debt sits at the top of this repayment waterfall. The general order of priority is: Senior Secured Debt (Highest Priority): Paid first. Senior Unsecured Debt: Paid next. Subordinated/Junior Debt: Paid after all senior debt is fully repaid. Preferred Stock: Paid after all debt is fully repaid. Common Stock (Lowest Priority): Shareholders receive whatever if anything is left"
X Link 2025-11-15T06:12Z [---] followers, [--] engagements
"HXQ vs XQQ vs ZQQ in Toronto Market Quick Comparison: HXQ (Global X / Horizons) Unhedged full USD exposure No distributions (very tax-efficient) Lower MER (0.28%) Best for: Long-term growth and tax efficiency. XQQ (iShares) CAD-hedged Pays small dividends MER 0.39% Best for: Investors who want NASDAQ-100 exposure without USD currency swings. ZQQ (BMO) CAD-hedged Similar to XQQ MER 0.39% Best for: Same profile as XQQchoose based on provider preference. Bottom Line Choose HXQ for maximum growth and tax efficiency (unhedged). Choose XQQ/ZQQ if you want CAD-hedged stability and dont want USD risk"
X Link 2025-11-22T19:02Z [---] followers, [--] engagements
"Given its role as the leading stablecoin infrastructure/backbone $CRCL stands out as a potential top investment for the coming five years"
X Link 2025-11-26T22:14Z [---] followers, [---] engagements
"AbCellera ( $ABCL) is a Canadian biotech company (NASDAQ: ABCL) that uses an AI-powered platform to discover new antibody drugs. Business Model Shift * Past: Primarily earned royalties and fees from partnerships (e.g. COVID-19 antibodies with Eli Lilly). * Present Focus: Rapidly developing its own internal drug pipeline to maximize long-term value. Financial Snapshot * Cash: Strong cash position (approx $521 million) providing a long runway. * Revenue: Currently low and volatile due to the end of COVID-19 royalties. * Profitability: Currently operating at a net loss driven by high R&D"
X Link 2025-11-27T01:04Z [---] followers, [---] engagements
"Added more positions in $RKLB"
X Link 2025-11-27T03:24Z [---] followers, [---] engagements
"$ONTO What This Company Does in a Nutshell Onto Innovation is a U.S. semiconductor-equipment company that builds the tools chip makers rely on to inspect wafers measure defects manage yield and support advanced packaging. It doesnt design chips it supplies the essential metrology inspection and process-control systems that make modern chip manufacturing possible. Financially ONTO is solid: strong margins strong cash flow almost no debt and steady growth driven by rising demand for advanced semiconductor production. Valuation is on the higher side but supported by good profitability and"
X Link 2025-11-27T16:33Z [---] followers, [--] engagements
"$RBLX Gemini [--] threatens Roblox's role as a creation tool by making game development accessible on any platform. However Robloxs business remains secure because AI cannot replicate its massive social user base or free multiplayer infrastructure"
X Link 2025-11-27T17:26Z [---] followers, [--] engagements
"GPU vs TUP $GOOG vs $NVDA Which should I hold more at current price for next [--] years"
X Link 2025-11-29T19:28Z [---] followers, [--] engagements
"Preparing the Listing for a strata property: Some of the documents that should be assembled for a strata property include (but are not limited to): Title search Property disclosure statement strata title properties Current property tax information Strata council and strata corporation meeting minutes for the past two years Strata bylaws Depreciation reports Form B Information Certificate Strata corporation financial statements Stratas letter of approval for any major renovations or improvements done to the strata lot"
X Link 2025-11-30T18:25Z [---] followers, [--] engagements
"As of December [--] [----] XPEL Inc. ( $XPEL)'s next earnings report (for Q4 2025) is scheduled for release before market open on March [--] [----]. will $XPEL continue an upward trend before next earning report"
X Link 2025-12-03T07:42Z [---] followers, [--] engagements
"Shopify $SHOP Lemonade $LMND and Upstart $UPST are three high-growth high-risk stocks whose future success depends on their proprietary AI models dominating their respective markets: e-commerce insurance and lending"
X Link 2025-12-03T07:49Z [---] followers, [---] engagements
"Webull Corporation ticker $BULL: The next earnings report is estimated to come between February [--] [----] and February [--] 2026"
X Link 2025-12-03T16:04Z [---] followers, [---] engagements
"Added more share of $BULL"
X Link 2025-12-04T17:24Z [---] followers, [---] engagements
"Celestica Inc. ( $CLS) is a Canadian multinational company providing design manufacturing and supply chain solutions globally primarily within the high-tech electronics industry. It operates as a leader in the Electronics Manufacturing Services (EMS) market. The company is structured into two main segments: * Connectivity & Cloud Solutions (CCS): The primary growth engine focusing on high-demand sectors like AI data center infrastructure high-speed networking and custom cloud servers. This segment has driven recent massive revenue and earnings growth. * Advanced Technology Solutions (ATS):"
X Link 2025-12-05T07:19Z [---] followers, [--] engagements
"Watching list: $CLS $ALAB $CRDO $RBLK"
X Link 2025-12-05T07:23Z [---] followers, [---] engagements
"$MSTR appears to be a bottom"
X Link 2025-12-10T06:49Z [---] followers, [--] engagements
"Added more $MSTR & $CRCL"
X Link 2025-12-12T22:35Z [---] followers, [---] engagements
"$XEG Canadian Energy ETF: $XEG gives clean exposure to Canadian energy. Market-cap weighted low-cost (0.6% MER) dominated by CNQ SU IMO. In energy upcycles it tracks oil prices efficiently without stock-picking risk. Simple liquid and cycle-driven"
X Link 2025-12-12T23:55Z [---] followers, [--] engagements
"Established positions in $CRDO & $CLS [--] days ago on Wednesday"
X Link 2025-12-20T16:41Z [---] followers, [---] engagements
"The IC industry is expected to expand indefinitely driven by the ongoing trend of integrating software functionality directly into hardware. $NVDA $AMD $ALAB $CRDO $AVGO"
X Link 2025-12-21T15:14Z [---] followers, [--] engagements
"Two Big Technology Shifts Investors Must Understand When investing in the future its critical to understand where true substitution is happeningand where it isnt. Two questions stand out: To what extent will optical interconnects replace copper As data rates energy efficiency demands and AI workloads explode copper is increasingly hitting physical limits. Optical connections offer higher bandwidth and lower power consumption but cost integration complexity and deployment scale still matter. The transition will likely be gradual and layered not absolute. To what extent will AI and ICs replace"
X Link 2025-12-22T03:38Z [---] followers, [--] engagements
"Buy the rumor sell the news. Markets move on expectations not confirmations. Prices often rise when a story catalyst or narrative is anticipatedand peak right when the news becomes official. By the time it hits headlines the upside is usually priced in. Smart money positions early. Crowds react late. The key isnt predicting the newsits understanding sentiment timing and when expectations have gone too far. When everyone agrees risk is usually highest. Trade the expectation. Manage the exit. Dont marry the headline"
X Link 2025-12-22T05:58Z [---] followers, [--] engagements
"The Low-Altitude Economy (LAE) is scaling rapidly through a combination of flight hardware automation and infrastructure. Three companies are defining this ecosystem: Honeywell The technical backbone. They provide the flight control systems avionics and electric propulsion required for eVTOL aircraft to achieve safety certification and operational scale. Ondas Holdings The automation layer. Through their "drone-in-a-box" technology and private wireless networks they enable 24/7 autonomous industrial operations without the need for on-site pilots. Parsons The infrastructure"
X Link 2025-12-26T06:49Z [---] followers, [--] engagements
"Watching List: $ONDS $KRKNF $RDW $EOSE $FLNC $LEU $LMND $HIMS $MDA"
X Link 2025-12-27T00:45Z [---] followers, [---] engagements
"2026 investment focus The following companies are positioned to benefit from structural demand rather than short-term macro moves. $CRWD $PANW Cybersecurity spending remains mission-critical. Platform vendors with scale and high retention are likely to sustain revenue growth and margin expansion. $CRM Operating discipline and capital return have improved fundamentals. AI features increase monetization across a large installed base. $CAT Exposure to infrastructure mining and energy investment. Order visibility and services revenue reduce cyclicality versus prior cycles. $TECK $FCX Copper"
X Link 2025-12-28T14:47Z [---] followers, [--] engagements
"2026 investment focus The following companies are positioned to benefit from structural demand rather than short-term macro moves. $CRWD $PANW Cybersecurity spending remains mission-critical. Platform vendors with scale and high retention are likely to sustain revenue growth and margin expansion. $CRM Operating discipline and capital return have improved fundamentals. AI features increase monetization across a large installed base. $CAT Exposure to infrastructure mining and energy investment. Order visibility and services revenue reduce cyclicality versus prior cycles. $TECK $FCX Copper"
X Link 2025-12-28T14:51Z [---] followers, [---] engagements
"Key stocks on my radar: $LMND $EOSE $ZETA"
X Link 2025-12-29T00:17Z [---] followers, [---] engagements
"Real estate market quick take: Sales-to-active listings ratio 12% = buyers market; 1220% = balanced market; 20% = sellers market"
X Link 2025-12-29T05:01Z [---] followers, [--] engagements
"2026 will be about AI application outcomes not only infrastructure hype. Watch companies where AI directly drives unit economics & growth: $UPST (credit underwriting) $LMND (AI-native insurance) $CRM (AI monetization at scale) $ZETA (AI-driven marketing ROI) Execution models narratives. https://twitter.com/i/web/status/2005774615692661239 https://twitter.com/i/web/status/2005774615692661239"
X Link 2025-12-29T22:55Z [---] followers, [---] engagements
"Matcha = whole-leaf green tea. High in antioxidants (EGCG). Supports heart health & metabolism. Provides calm sustained energy from L-theanine. No sugar. No crash. Just clean functional nutrition"
X Link 2025-12-29T23:26Z [---] followers, [--] engagements
"$LULU $TTD $NVO As we wrap up [----] some investors are keeping an eye on names like The Trade Desk Lululemon and Novo Nordisk. After a difficult year for these stocks they are often mentioned as possible candidates for year-end tax-loss harvesting. While it is impossible to predict the future some believe that once the typical end-of-year selling pressure eases these previous market favorites might find a bit more breathing room in January. Every company faces its own unique hurdles in 2026from leadership changes to new competitionbut for those looking for a potential turnaround story these"
X Link 2025-12-30T06:57Z [---] followers, [---] engagements
"The Sahm Rule is a recession indicator developed by economist Claudia Sahm. It signals the start of a U.S. recession when the 3-month moving average of the unemployment rate rises [---] percentage points or more above its lowest level in the prior [--] months. It is valued for being simple real-time and historically reliable having triggered early in every U.S. recession since the 1970s. However it is a confirmation tool not a forward-looking predictor. https://twitter.com/i/web/status/2006231379080851950 https://twitter.com/i/web/status/2006231379080851950"
X Link 2025-12-31T05:10Z [---] followers, [--] engagements
"2026 and the next [--] years could be strong for uranium. A diversified approach makes sense: $URNM for sector exposure $CCJ for tier-one production and $LEU for enrichment leverage including its HALEU enrichment technology which is critical for next-gen nuclear and SMRs"
X Link 2026-01-01T05:56Z [---] followers, [---] engagements
"In the age of AI misinformation is everywhere. False news spreads faster than facts often designed to trigger fear anger or anxiety. The real challenge today isnt a lack of information but learning how to pause verify and think independently. Not every headline deserves your attention and not every viral post deserves your emotion. Staying calm and critical is becoming a new form of intelligence. https://twitter.com/i/web/status/2008387771690582090 https://twitter.com/i/web/status/2008387771690582090"
X Link 2026-01-06T03:58Z [---] followers, [--] engagements
"Established a position in $LMND"
X Link 2026-01-08T15:25Z [---] followers, [--] engagements
"Established a position in $QCOM"
X Link 2026-01-08T16:05Z [---] followers, [--] engagements
"Gemini Roblox ( $RBLX) Comprehensive Investment Report January [--] [----] Executive Summary As of early [----] Roblox has successfully moved beyond its origins as a niche gaming site for children to become a dominant user-generated content (UGC) social ecosystem. While the stock has experienced a sharp 30% correction recently due to a temporary slowdown in holiday engagement and heightened regulatory fears the core fundamental thesis remains strong. Roblox is effectively positioning itself as the "Digital Third Space" for the younger generations bolstered by a rapidly maturing advertising business"
X Link 2026-01-08T20:21Z [---] followers, [--] engagements
"Gemini Report: Hims & Hers ( $HIMS) [--]. Revenue Breakdown: The "Netflix for Health" Almost all of its revenue (over 90%) comes from monthly online subscriptions. Core Pillars: Hair loss Sexual Health (ED/BC) and Dermatology. These are "legacy" high-margin products. The Growth Driver (GLP-1s): In [----] and [----] the company launched compounded GLP-1 (weight loss) injections. This segment exploded contributing hundreds of millions in revenue almost overnight. Emerging Segments: Mental Health Heart Health and the newly launched Hims Labs (personalized blood testing). [--]. Whats Growing vs. Whats"
X Link 2026-01-10T05:54Z [---] followers, [--] engagements
"Gemini Report: Hims & Hers ( $HIMS) January [--] [----] [--]. Revenue Breakdown: The "Netflix for Health" Almost all of its revenue (over 90%) comes from monthly online subscriptions. Core Pillars: Hair loss Sexual Health (ED/BC) and Dermatology. These are "legacy" high-margin products. The Growth Driver (GLP-1s): In [----] and [----] the company launched compounded GLP-1 (weight loss) injections. This segment exploded contributing hundreds of millions in revenue almost overnight. Emerging Segments: Mental Health Heart Health and the newly launched Hims Labs (personalized blood testing). [--]. Whats Growing"
X Link 2026-01-10T06:09Z [---] followers, [---] engagements
"Gemini Research Report of Qualcomm ( $QCOM) -- January [--] [----] To understand where Qualcomm ($QCOM) stands today you have to look past the "noise" of recent analyst downgrades and focus on the company's massive structural transformation. Qualcomm is currently attempting one of the most difficult maneuvers in tech: moving from being a "smartphone utility" to a diversified "AI and infrastructure" powerhouse. Here is the full breakdown of the companys current situation its financial health and the long-term roadmap for investors. [--]. The Recent Downgrade: Why the Panic In early January 2026"
X Link 2026-01-13T20:21Z [---] followers, [----] engagements
"Why $QCOM s Next Growth Comes from AI XR Glasses & Auto Chips [--]. Business Qualcomm ( $QCOM) is no longer just a smartphone chip company. Its next growth cycle is coming from three areas: 1) AI Chips (On-device & Edge AI) Qualcomm focuses on running AI directly on devices not only in the cloud. This means: Lower latency Better privacy Lower power consumption Its Snapdragon chips integrate strong NPUs enabling AI assistants image generation and real-time translation on phones PCs XR devices and cars. As on-device AI becomes mainstream Qualcomm is well positioned. 2) XR / Smart Glasses"
X Link 2026-01-17T05:18Z [---] followers, [---] engagements
"Gold has already surged pricing in much of the fear and uncertainty. Silver ( $SVR.C $SLV) and copper ( $COPP $COPX) may offer more upside from here. Silver benefits from both monetary and industrial demand while copper stands at the core of the AI EV and clean-energy buildout. In the next cycle growth metalsnot safe havenscould deliver the real performance. https://twitter.com/i/web/status/1976075940028612929 https://twitter.com/i/web/status/1976075940028612929"
X Link 2025-10-09T00:03Z [---] followers, [---] engagements
"Sold $COPP $SLV"
X Link 2025-10-27T17:13Z [---] followers, [--] engagements
"Copper Mining Refining Producing. $FCX $MTRN $RS"
X Link 2025-11-02T17:59Z [---] followers, [---] engagements
"Initialed $XEG & $COPP"
X Link 2025-12-13T00:12Z [---] followers, [--] engagements
"Keeping an eye on $GSRT GSR III Acquisition Corp. a U.S. SPAC listed on NASDAQ. No operations yet but a potential merger target could unlock real value. In SPACs timing and target matter most"
X Link 2025-10-10T12:54Z [---] followers, [--] engagements
"Planning to buy more $MDA if the price drop further"
X Link 2025-11-12T22:50Z [---] followers, [---] engagements
"Watching $MDA $GLXY $CRCL $ASTS $RKLB $NBIS $CRWV"
X Link 2025-11-14T05:12Z [---] followers, [---] engagements
"Bought $GLXY $NVO $MDA $FBTC $FETH"
X Link 2025-11-25T21:56Z [---] followers, [---] engagements
"Gemini Research Report: Upstart Holdings ( $UPST) --January [--] [----] [--]. Company Overview Upstart Holdings is a fintech company that provides an AI-driven lending platform. Unlike traditional banks that rely primarily on FICO scores Upstart uses machine learning models to assess borrower creditworthiness automate loan approvals and manage risk. The company partners primarily with banks and credit unions earning fees for loans originated through its AI system rather than holding large volumes of loans itself. Key features include: AI-based underwriting that claims higher predictive accuracy than"
X Link 2026-01-11T01:13Z [---] followers, [---] engagements
"Why $RDW Has One of the Widest Moats in the Space Sector (ROSA Roll-Out Solar Array Deep Dive) 1/10 Why does $RDW (Redwire) have one of the widest moats in the space sector It's ROSA the Roll-Out Solar Array the proven high-power benchmark that's become the default for critical missions. Competitors face massive barriers. Here's the breakdown as of Feb [----]. 2/10 ROSA's core edge: Strain-energy composite booms deploy like a tape measure (no motors = ultra-reliable). Super-thin flexible blankets [--] better stowed volume 25%+ lighter than rigid arrays. Survives launch (50g+) vacuum extreme temps"
X Link 2026-02-01T12:06Z [---] followers, [----] engagements
"SpaceX has officially acquired xAI the artificial intelligence company founded by Elon Musk. The announcement was made on February [--] [----] in a statement from SpaceX and confirmed by Musk himself marking one of the biggest private tech deals of the year"
X Link 2026-02-02T22:50Z [---] followers, [--] engagements
"Hims & Hers Health Inc. ( $HIMS) has scheduled its Q4 [----] financial results for Monday February [--] [----] followed by a conference call at 5:00 p.m. ET"
X Link 2026-02-02T22:53Z [---] followers, [---] engagements
"$HOOD - Robinhood Shares Plummet 9.6% to Start February Touching Multi-Month Lows The Details Closing Price: $89.91 (Down 9.62% on the day). Intraday Low: The stock dipped as low as $88.67 during the session. The Context: This decline marks a sharp retreat from its early January highs (when it traded above $123) and follows a persistent slide throughout late January. Market Drivers: The sell-off was primarily triggered by a 30% drop in Bitcoin prices from recent highs raising fears about a slowdown in Robinhoods lucrative crypto trading volumes."
X Link 2026-02-02T22:57Z [---] followers, [--] engagements
"Palantir ( $PLTR) Crushes Q4 [----] Earnings: AI & U.S. Growth On Fire Palantir just delivered a blockbuster Q4 [----] report after the close today (February [--] 2026) massive beat on both top and bottom lines with guidance that absolutely demolished expectations. Key highlights: - Revenue: $1.41B (+70% YoY) vs. $1.331.34B consensus - Adjusted EPS: $0.25 vs. $0.23 expected (GAAP EPS $0.24) - U.S. commercial revenue: +137% YoY to $507M - Total U.S. revenue: +93% YoY to $1.076B - GAAP net income: $609M (43% margin) with strong profitability across the board Guidance is next-level bullish: - FY 2026"
X Link 2026-02-02T23:16Z [---] followers, [---] engagements
"Space pullback day: conviction check. $RKLB 7% $RDW 7% $LUNR 6% $PL 7% smaller caps worse. Is this just normal post-parabolic consolidation or the start of something uglier"
X Link 2026-02-02T23:23Z [---] followers, [---] engagements
"$SOFI dropped 3.2% to close at $22.08 today as the market continued to "sell the news" following last week's record earnings report and the newly announced liquidation of its Next [---] ETF"
X Link 2026-02-02T23:36Z [---] followers, [--] engagements
"The Great [----] Metal Meltdown: Gravity Returns to Gold and Silver The narrative for gold and silver has shifted from a "permanent breakout" to a "brutal reality check" following the massive price drop over the last few days. The Shift in Sentiment For most of January [----] the story was dominated by fears of currency debasement and geopolitical instability. This pushed gold toward record highs near $5600 and silver past $120. However the nomination of Kevin Warsh as the next Fed Chair changed the script. Investors who were betting on a weak Federal Reserve are now bracing for a much more"
X Link 2026-02-03T01:24Z [---] followers, [---] engagements
"How to invest SpaceX before IPO As of February [--] [----] SpaceX remains a private company meaning it does not have a traditional stock ticker on public exchanges like the NYSE or Nasdaq. However the landscape for investors shifted dramatically today with the official announcement that SpaceX has acquired xAI. This landmark merger values the combined entity at approximately $1.25 trillion and integrates Musk's AI development (Grok) social media data (X) and satellite infrastructure (Starlink) into a single powerhouse. This consolidation is widely viewed as the final step toward a massive SpaceX"
X Link 2026-02-03T01:47Z [---] followers, [---] engagements
"Cathie Woods ARK Invest bought approximately [------] shares of $HOOD (Robinhood) today worth about $36 million. This purchase follows a recent pullback in the stock. ARK has been consistently adding to its $HOOD position over recent months"
X Link 2026-02-03T02:21Z [---] followers, [---] engagements
"@Polymarket The game is wild"
X Link 2026-02-03T02:25Z [---] followers, [--] engagements
"Trump Launches $12B Project Vault America's Strategic Critical Minerals Fortress Feb [--] [----] BREAKING Trump administration announces Project Vault: $12 billion stockpile of rare earths and critical minerals (backed by $10B EXIM loan + private capital). Goal: Protect US manufacturers from supply disruptions reduce long-term dependence on China and secure EVs defense tech and renewables. Major step in strategic decoupling. https://twitter.com/i/web/status/2018525211294097782 https://twitter.com/i/web/status/2018525211294097782"
X Link 2026-02-03T03:21Z [---] followers, [--] engagements
"Cathie Wood and ARK Invest recently purchased [------] shares of Bitmine ( $BMNR). This purchase took place in early February [----] and was worth roughly $6.25 million. Here is the quick breakdown of what happened: The Move: ARK Invest used the dip in share price to increase their bet on the company. The Reason: Bitmine has become a major player because it holds a massive amount of Ethereum (over [---] million ETH) making it a core holding for Cathie Woods crypto-focused strategy. The Result: This latest buy adds to an already huge position as ARK now owns well over [--] million shares of the company"
X Link 2026-02-03T03:28Z [---] followers, [---] engagements
"Qualcomm ( $QCOM) pre-earnings snapshot: Earnings set for Feb [--] after market close. Wall Street expects about $3.39 EPS and $12.1B revenue. Shares have slipped into earnings week and are down YTD. Several analysts trimmed price targets ahead of the report. Key focus: guidance handset demand trends Apple modem risk. https://twitter.com/i/web/status/2018545572202913881 https://twitter.com/i/web/status/2018545572202913881"
X Link 2026-02-03T04:42Z [---] followers, [---] engagements
"BitMine Immersion ( $BMNR) chaired by Tom Lee is holding [-----] million ETH (3.55% of supply) after adding [-----] ETH last week. - Current ETH price $2300$2317 - Unrealized paper losses: $6$6.95B (avg. cost basis $3800$3883) - Staked: 2.9M ETH targeting $374M+ annual rewards via upcoming MAVAN launch (Q1 2026) - No debt/leverage issues; total crypto + cash holdings $10.7B Lee views the dip as a buying opportunity despite the massive paper L with strong institutional backing (ARK Pantera etc.). BMNR trades at high volume but at a discount to NAV in some views. $ETH $BMNR"
X Link 2026-02-03T06:39Z [---] followers, [---] engagements
"$AMD Earnings Preview: AI Momentum in Focus AMD reports Q4 [----] earnings after the close on Feb [--] [----]. Revenue is expected around $9.6$9.7 billion roughly 2526% higher year over year. EPS is projected near $1.32 up about 20%+ from last year. The main growth driver is the data center and AI chip business where demand from cloud and enterprise customers remains strong. What will move the stock most is whether AMD beats these estimates and more importantly its guidance for the next quarter. A beat with stronger outlook could push shares higher while cautious guidance may pressure the stock."
X Link 2026-02-03T06:58Z [---] followers, [---] engagements
"Elon Musk just revived his [----] promise: SpaceX plans to send a literal physical Dogecoin to the Moon potentially as soon as next year (2027). He replied "Yes" then "Maybe next year" to a resurfaced post reigniting the classic "to the moon" meme amid ongoing crypto bear vibes. DOGE community hyped; price barely budged. #Dogecoin #SpaceX https://twitter.com/i/web/status/2018691216901321090 https://twitter.com/i/web/status/2018691216901321090"
X Link 2026-02-03T14:21Z [---] followers, [--] engagements
"Vitalik Buterin Ethereum's co-founder sold $830k worth of ETH (part of larger $1.2M moves). The funds went straight to his biotech charity Kanro for pandemic prevention & open-source health researchnot personal profit or dumping. The viral post spun it as bearish FUD using his classic sunburn meme + red chart during ETHs dip but replies hit back with its charity bro sock jokes and even father abandoned son memes. Typical crypto overreaction when Ethereums founder does philanthropy. https://twitter.com/i/web/status/2018692417168236796 https://twitter.com/i/web/status/2018692417168236796"
X Link 2026-02-03T14:25Z [---] followers, [--] engagements
"SaaS stocks are sliding because the market is resetting expectations: AI hype is colliding with reality investors want actual revenue & growth not just promises. New AI tools make some traditional software models look outdated or at risk. (AInvest) Growth is slowing and adoption of AI features is slower than expected. (Yahoo Finance) Broader tech sell-offs and macro pressure dont help sentiment. The market is pricing in risk that SaaS companies need to prove they can compete in an AI world not just talk about it. https://twitter.com/i/web/status/2018727452005081230"
X Link 2026-02-03T16:45Z [---] followers, [--] engagements
"Breaking: U.S. House Passes $1.2 Trillion Funding Bill to End Partial Shutdown On February [--] [----] the House approved a continuing resolution funding most federal agencies through September [--] [----] ending a four-day partial government shutdown. - Final passage vote: 217214 (21 Democrats joined most Republicans; [--] Republicans voted no) - Earlier procedural rule vote: 217215 (one Republican defection) The bill extends DHS funding only through February [--] to allow further talks on immigration enforcement changes. President Trump has said he will sign it immediately upon receipt reopening"
X Link 2026-02-03T19:37Z [---] followers, [--] engagements
"The Strategy ( $MSTR) Hits $1B Bitcoin Paper Loss on Sharp Dip The Strategy briefly recorded unrealized losses approaching $1 billion (some estimates peaked near $1.5B) after Bitcoin fell below $75000 on February [--] [----]. Holdings: 713502 BTC Average cost: $76052 Total basis: $54.3 billion By February [--] BTC's partial recovery trimmed losses to roughly **$200800 **million range. Michael Saylor shows no intention to sell continuing the long-term hold strategy despite the drawdown. $MSTR stock fell sharply in sympathy with BTC. Debate persists: amplified risk from leveraged buys vs."
X Link 2026-02-03T20:15Z [---] followers, [--] engagements
"Senate Probes Netflixs ( $NFLX) $83B Warner Bros. ( $WBD) Deal Feb [--] [----] Netflix ( $NFLX) co-CEO Ted Sarandos defended the $83 billion acquisition of Warner Bros. Discovery ( $WBD) studios and streaming assets at a Senate antitrust hearing today. He argued the merger would deliver more premium content (HBO DC etc.) at lower effective cost to consumers while preserving competition. Subcommittee Chair Sen. Mike Lee (R-UT) called the deal extraordinary and raised concerns about streaming consolidation. Sen. Cory Booker (D-NJ) questioned impacts on creators and rivals. The transaction announced"
X Link 2026-02-03T20:25Z [---] followers, [---] engagements
"Tech & SaaS Stocks Drop Sharply in Early [----] Major software and growth stocks have fallen significantly since late [----]. Notable declines: - Adobe ( $ADBE): down 55% from peak - ServiceNow ( $NOW): down 40% - Salesforce ( $CRM) Intuit ( $INTU) Oracle ( $ORCL) others: 2040%+ losses - Netflix ( $NFLX): down 3840% (trading $8183) The software ETF ( $IGV) is down over 20% and in bear market territory. The main drivers are slowing growth and fears that new AI tools will replace parts of existing software businesses. Some investors view the current levels as potential future buying opportunities."
X Link 2026-02-03T20:56Z [---] followers, [---] engagements
"Googles $110B Space Jackpot Google is set to be the biggest institutional winner of a SpaceX IPO. * The Bet: $900M invested in [----]. * The Stake: 7.4% ownership. * The Payoff: At a $1.5T valuation Googles share hits $111B. * The ROI: A massive 122x return. By betting early on Elon Musk Alphabet turned a sub-billion-dollar investment into a hundred-billion-dollar fortress. https://twitter.com/i/web/status/2018791944810627261 https://twitter.com/i/web/status/2018791944810627261"
X Link 2026-02-03T21:01Z [---] followers, [--] engagements
"AI vs. Quantum The Simple Truth: AI didn't kill Quantum; it just changed the game. AI: AI (like AlphaFold) is amazing at predicting protein shapes by recognizing patterns. It uses standard supercomputers to "guess" the right answer based on data we already have. Quantum : Quantum is for simulating reality. It calculates the actual laws of physics (like electron movement) that are too complex for AI to guess. Latest News (2025/2026): Googles Willow chip recently proved it could solve certain chemistry math 13000x faster than the worlds best supercomputer."
X Link 2026-02-03T21:53Z [---] followers, [--] engagements
"S&P [---] pullback driven by high valuations: forward P/E 22x (above 5-yr avg 20x) so little room for multiple expansion. Returns now depend on earnings growth. Consensus expects 1215% YoY EPS rise in [----]. If delivered 1214% total return possible this year but expensive market means low margin for error on any misses or volatility. Earnings must do the heavy lifting in [----]. https://twitter.com/i/web/status/2018813669707243905 https://twitter.com/i/web/status/2018813669707243905"
X Link 2026-02-03T22:27Z [---] followers, [--] engagements
"$AMD Q4 [----] Earnings Snapshot: AMD crushed expectations with record $10.3B revenue (up 34% YoY beat estimates of $9.7B) and adjusted $1.53 EPS (beat $1.32). Growth driven by strong AI/data center demand plus solid PC/gaming gains. Q1 [----] guidance: $9.8B revenue midpoint (above consensus $9.4B). Price action: Shares dropped 5-7% in after-hours trading despite the beat-and-raise market wanted even bigger acceleration amid high valuation and AI hype. https://twitter.com/i/web/status/2018815177878368420 https://twitter.com/i/web/status/2018815177878368420"
X Link 2026-02-03T22:33Z [---] followers, [---] engagements
"Novo Nordisk ( $NVO) reported [----] results that beat earnings estimates (e.g. $1.01 EPS vs. $0.90 expected) and delivered 10% sales growth but its [----] outlook forecasting a 5%13% decline in sales and profits significantly worse than analysts modest decline forecasts triggered a sharp stock drop of about 14% after hours. https://twitter.com/i/web/status/2018832132785963449 https://twitter.com/i/web/status/2018832132785963449"
X Link 2026-02-03T23:41Z [---] followers, [---] engagements
"Can You Buy SpaceX by Investing in EchoStar ( $SATS) The Partnership: SpaceX and EchoStar have a massive financial deal. SpaceX needed specific wireless airwaves to make its Starlink "Direct-to-Cell" service work so it bought them from EchoStar for roughly $20 billion. Because SpaceX is a private company it didn't pay just in cashit paid for a large portion of the deal with SpaceX stock. This means EchoStar now owns a significant piece of SpaceX (estimated at 2.5% to 3%). Using EchoStar as a "Backdoor" Investment Since regular people cannot buy SpaceX shares until an IPO many investors buy"
X Link 2026-02-04T01:50Z [---] followers, [---] engagements
"Clarity Over Chaos: Three Facts That Count about $GLXY Post 1/3 Galaxy Digital ( $GLXY) reported Q4 [----] results amid continued crypto market weakness. Key points from the Digital Assets (Global Markets) segment: - Adjusted gross profit rose 88% year-over-year to approximately $30 million in Q4 supported by resilient lending and advisory fee revenue despite a 40% sequential decline in trading volumes. - Full-year adjusted gross profit in the segment reached a record $505 million up 67% YoY demonstrating operational strength even as crypto market capitalization fell roughly 1024% during Q4."
X Link 2026-02-04T13:31Z [---] followers, [---] engagements
"The Math is Catching Up: The Brutal Valuation Reset 1/ The market regime just changed. Today Feb [--] [----] isn't about a crashits a violent "valuation kill." Were seeing a massive rotation out of high-multiple growth and into anything with a fortress balance sheet. If a stock was priced for perfection its getting crushed. 2/ The SaaS moat is officially leaking. AI agents like Anthropics latest legal and coding tools are making enterprise software look like a commodity. $ADBE and $CRM are seeing their multiples slashed because the market is realizing that 2025s software-as-a-service premium"
X Link 2026-02-04T16:50Z [---] followers, [---] engagements
"Crypto's getting hammered again today (Feb [--] 2026). Bitcoin's hovering around $74000$76000 after dipping below $74k earlierdown roughly 2-4% in the last day. It's shed a ton since the post-election highs now sitting way off those peaks. Ethereum's taking it worse sitting near $2100$2200 (down 3-5% or so today) just bleeding alongside the broader market. Total crypto market cap's at about $2.66 trillion down another 2-3% in 24h with hundreds of billions wiped out over the past week. Volume's still pretty high but sentiment's tanked to two-month lows. Blame the usual suspects: tech stocks"
X Link 2026-02-04T17:17Z [---] followers, [--] engagements
"MY Watching List : $SHOP $HIMS $HOOD $SOFI $AVGO $QCOM $RBLK $RDW $CRDO $LMND $NVO $GLXY $VRT $OSCR $ZETA $MDA"
X Link 2026-02-04T20:59Z [---] followers, [---] engagements
"$NKE NIKE The U.S. Equal Employment Opportunity Commission filed a subpoena enforcement action in federal court on February [--] [----] to compel Nike to provide documents as part of an investigation into allegations of systemic race discrimination against white employees applicants and training program participants through the company's DEI-related [----] Targets and other inclusion initiatives. https://twitter.com/i/web/status/2019155244182327554 https://twitter.com/i/web/status/2019155244182327554"
X Link 2026-02-04T21:04Z [---] followers, [--] engagements
"Elon Musk has become the first person in history to surpass $800 billion in net worth (with Forbes estimating it at around $852 billion as of early February 2026) following SpaceX's acquisition of xAI in a landmark deal that valued the combined company at $1.25 trillion and boosted his fortune by about $84 billion through restructured ownership stakes. This milestone comes amid rapid wealth growth from his holdings in Tesla the newly merged SpaceX-xAI entity (now his most valuable asset) and other ventures driven by soaring valuations in AI space and EVsthough Bloomberg's more conservative"
X Link 2026-02-04T21:10Z [---] followers, [--] engagements
"Qualcomm ( $QCOM) delivered a solid Q1 FY2026 beat with revenue of $12.3 billion (versus consensus estimates of around $12.1$12.23 billion up 5% YoY) and non-GAAP EPS of $3.50 (topping estimates of $3.38$3.40) driven by record results and strength in 5G handsets plus automotive growth yet shares plunged in after-hours trading on February [--] [----] dropping about 810% to roughly $136$137 (from a regular close near $149) as weak Q2 guidance of $10.2$11.0 billion in revenue (well below $11.0$11.1 billion expected) and non-GAAP EPS of $2.45$2.65 (versus $2.85$2.90 expectations) reflected"
X Link 2026-02-04T21:56Z [---] followers, [---] engagements
"Critical Minerals: The United States hosted a ministerial meeting in Washington with representatives from more than [--] countries to discuss cooperation on critical minerals supply chains and proposed new trade and alliance mechanisms aimed at reducing reliance on Chinas dominance in the sector. https://twitter.com/i/web/status/2019177754273706018 https://twitter.com/i/web/status/2019177754273706018"
X Link 2026-02-04T22:34Z [---] followers, [--] engagements
"$AVGO (Broadcom Inc.) is up 6%+ in after-hours trading following Alphabets earnings report markets are reacting to Googles massive capital expenditure guidance for [----]. Alphabet (Google) tickers $GOOG / $GOOGL reported strong Q4 earnings and said it expects to spend about $175 billion to $185 billion in capital expenditures this year far above expectations as it ramps up infrastructure for AI cloud and data centers. The elevated capex outlook is being interpreted as a positive signal for demand in networking semiconductors and data-center gear areas where Broadcom supplies components helping"
X Link 2026-02-05T02:49Z [---] followers, [---] engagements
"Hims & Hers ( $HIMS) $HIMS launched a compounded oral semaglutide pillusing the same active ingredient as Novo Nordisk's Wegovyat an introductory price of $49 for the first month (then $99/month on subscription) undercutting the branded Wegovy pill's $199/month cost to expand affordable access to weight-loss treatment. https://twitter.com/i/web/status/2019417269475110930 https://twitter.com/i/web/status/2019417269475110930"
X Link 2026-02-05T14:26Z [---] followers, [---] engagements
"What is happening for the market 1: Decline Recap In [----] major US indices began a notable decline around February [--] reaching lows by early April. The downturn bottomed with a rebound starting around April [--]. This period featured sharp drops driven by factors like trade tensions and policy shifts with the Nasdaq-100 falling nearly 23% from its February peak. 2: Current Market Setup (Early 2026) As of February [----] broad indices remain relatively stable year-to-date with modest gains or flat performance overall. However individual stocksparticularly in tech and growth areasare experiencing"
X Link 2026-02-05T14:38Z [---] followers, [--] engagements
"Amazon is scheduled to release its Q4 [----] earnings report for $AMZN today Thursday February [--] [----] shortly after the market closes (approximately 4:01 PM ET) with analysts estimating a record $211.4 billion in revenue and an EPS of $1.97. Amazon is scheduled to release its Q4 [----] earnings report for $AMZN today Thursday February [--] [----] shortly after the market closes (approximately 4:01 PM ET) with analysts estimating a record $211.4 billion in revenue and an EPS of $1.97. https://twitter.com/i/web/status/2019428368371052817 https://twitter.com/i/web/status/2019428368371052817"
X Link 2026-02-05T15:10Z [---] followers, [---] engagements
"$NVO vs $HIMS Hims & Hers Health $HIMS launched a compounded oral semaglutide pillusing the same active ingredient as Novo Nordisk's Wegovyat an introductory price of $49 per month (rising to $99 thereafter) pressuring $NVO Novo Nordisk's shares downward amid intensified competition and margin concerns in the booming weight-loss drug market. https://twitter.com/i/web/status/2019430578941227442 https://twitter.com/i/web/status/2019430578941227442"
X Link 2026-02-05T15:19Z [---] followers, [---] engagements
"$GOOG $AMZN $MSFT $META Big Tech giants are aggressively ramping up AI infrastructure investments in [----] with Amazon projecting $200 billion in capex (up over 50% from 2025) Alphabet guiding $175$185 billion Meta $115$135 billion and Microsoft around $150 billion or more driving collective hyperscaler spending well over $600 billion amid fierce cloud competition though the massive outlays have sparked investor concerns over returns and sent shares like Amazon's tumbling 910% in after-hours trading. https://twitter.com/i/web/status/2019544503108137471"
X Link 2026-02-05T22:51Z [---] followers, [---] engagements
"$HIMS $NVO On February [--] [----] FDA Commissioner Marty Makary warned that the agency will take swift action against companies mass-marketing illegal copycat drugs that falsely claim similarity to FDA-approved products a statement widely interpreted as targeting Hims & Hers' ($ HIMS) recent launch of low-cost compounded semaglutide pills mimicking Novo Nordisk's ( $NVO) Wegovy amid escalating regulatory and legal tensions in the GLP-1 weight-loss drug market. https://twitter.com/i/web/status/2019564459535266071 https://twitter.com/i/web/status/2019564459535266071"
X Link 2026-02-06T00:11Z [---] followers, [---] engagements
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