# ![@PSInvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1939813710056628224.png) @PSInvestor Patient Investor

Several companies are releasing their earnings reports, with some beating expectations, such as $TEM, $ALAB, $ZETA, and $HUBS. Others, like $IONQ and $EOSC, missed expectations. $FUBO's stock is experiencing significant activity, with a short squeeze possible and a potential boost in subscribers due to a dispute between $DIS and YouTube TV.

### Engagements: [-----] [#](/creator/twitter::1939813710056628224/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939813710056628224/c:line/m:interactions.svg)

- [--] Week [-------] -20%
- [--] Month [-------] +123%
- [--] Months [---------] -99%
- [--] Year [-----------] +2,810%

### Mentions: [--] [#](/creator/twitter::1939813710056628224/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939813710056628224/c:line/m:posts_active.svg)

- [--] Week [---] -37%
- [--] Month [---] -6.50%
- [--] Months [-----] +2,223%
- [--] Year [-----] +22,813%

### Followers: [-----] [#](/creator/twitter::1939813710056628224/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939813710056628224/c:line/m:followers.svg)

- [--] Week [-----] +4.10%
- [--] Month [-----] +23%
- [--] Months [-----] +615%

### CreatorRank: [-------] [#](/creator/twitter::1939813710056628224/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939813710056628224/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  38.57% [stocks](/list/stocks)  27.14% [technology brands](/list/technology-brands)  8.1% [cryptocurrencies](/list/cryptocurrencies)  3.81% [exchanges](/list/exchanges)  1.9% [automotive brands](/list/automotive-brands)  1.43% [social networks](/list/social-networks)  0.95% [celebrities](/list/celebrities)  0.95% [financial services](/list/financial-services)  0.48% [countries](/list/countries)  0.48%

**Social topic influence**
[ark](/topic/ark) #967, [$ttd](/topic/$ttd) #46, [$blsh](/topic/$blsh) #8, [ceo](/topic/ceo) 2.86%, [$kdk](/topic/$kdk) #2, [$cifr](/topic/$cifr) #150, [$fubo](/topic/$fubo) #54, [more than](/topic/more-than) 2.38%, [ai](/topic/ai) 2.38%, [$glbe](/topic/$glbe) #4

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@elonmusk](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@smallcapsnipa](/creator/undefined) [@stockmeetups](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@blackpanthercap](/creator/undefined) [@gvdinvestor](/creator/undefined) [@3kcomeback](/creator/undefined) [@accountingds](/creator/undefined) [@accounting_ds](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@kobeissiletter](/creator/undefined) [@danroberts0101](/creator/undefined) [@nikitabier](/creator/undefined) [@sub_marine_x](/creator/undefined) [@robinhoodapp](/creator/undefined) [@spacex](/creator/undefined) [@sama](/creator/undefined) [@anttrading1](/creator/undefined)

**Top assets mentioned**
[Trade Desk, Inc. (TTD)](/topic/$ttd) [Bullish (BLSH)](/topic/$blsh) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [fuboTV Inc. (FUBO)](/topic/$fubo) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Tempus AI, Inc. (TEM)](/topic/$tem) [Amkor Technology Inc (AMKR)](/topic/$amkr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Iris Energy Limited (IREN)](/topic/$iren) [QuantumScape Corporation (QS)](/topic/$qs) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Mario Coin (COIN)](/topic/$coin) [Roblox Corp. (RBLX)](/topic/$rblx) [Adobe, Inc. (ADBE)](/topic/$adbe) [Morgan Stanley (MS)](/topic/morgan-stanley) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Pinterest, Inc. (PINS)](/topic/$pins) [Advanced Micro Devices (AMD)](/topic/$amd) [DisChain (DIS)](/topic/$dis) [Teradyne, Inc. (TER)](/topic/$ter) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Ibotta, Inc. (IBTA)](/topic/$ibta) [Richtech Robotics Inc. (RR)](/topic/richtech-robotics) [retard to retired (R/R)](/topic/$rr) [CoreWeave, Inc (CRWV)](/topic/$crwv) [GeneDx Holdings Corp. Class A Common Stock (WGS)](/topic/$wgs) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [GitLab Inc. (GTLB)](/topic/$gtlb) [Figma, Inc. (FIG)](/topic/$fig) [Recursion Pharmaceuticals, Inc. (RXRX)](/topic/$rxrx) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Applied Digital Corp. (APLD)](/topic/$apld) [Bull Market (BULL)](/topic/$bull) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [WeRide Inc. (WRD)](/topic/$wrd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [RAI Finance (SOFI)](/topic/$sofi) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [ARK 21Shares Bitcoin ETF (ARKB)](/topic/$arkb) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Datadog Inc (DDOG)](/topic/$ddog) [Shopify Inc (SHOP)](/topic/$shop)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This week I was able to pull my full original $APLD capital out plus $3346 extra. So my remaining $APLD position is now on the house. It is still about 5% of my portfolio. Ive been in $APLD since [----] 1.74$. I kept buying over time with my last adds in [----] sept at 3.55$. From my early entries it has been about a 10x move at the highs. Getting to this point feels good not because I am done but because it resets the risk. Let it ride now. Ive been trying to do this more often across the portfolio when the market gives me the chance. Reduce stress. Keep exposure. Stay patient. In this blood red"  
[X Link](https://x.com/PSInvestor/status/2019153053501534644)  2026-02-04T20:56Z [----] followers, [----] engagements


"Grab Holdings $GRAB reports strong Q3 [----] results with a 22% revenue increase to $873M and a $17M profit. On-Demand GMV grew 24% to $5.8B. Analysts rate $GRAB a Buy with a $7.55 target. Robust financials but caution advised due to high P/E ratio"  
[X Link](https://x.com/PSInvestor/status/1985694715912864235)  2025-11-04T13:04Z [----] followers, [---] engagements


"$BULL Webull Earnings EPS [----] vs [----] (Beat by 133%) Revenue $156.94M vs $137.28M (Beat by 14%) Performance EPS up 275% YoY up 40% QoQ Revenue up 55% YoY up 19% QoQ"  
[X Link](https://x.com/PSInvestor/status/1991613460791325006)  2025-11-20T21:03Z [----] followers, [----] engagements


"ARK Invest trades for 2025-12-19 Sell: $IRDM $IBTA $IONS"  
[X Link](https://x.com/PSInvestor/status/2002194344967897355)  2025-12-20T01:48Z [----] followers, [---] engagements


"ARK Invest trades for 2025-12-24 Buy: $CRSP $WRD Sell: $IBTA"  
[X Link](https://x.com/PSInvestor/status/2004032373042958828)  2025-12-25T03:32Z [----] followers, [---] engagements


"One of my $AMKR calls was up 900% at one point today when $AMKR reached its 52-week high. Do I sell it"  
[X Link](https://x.com/PSInvestor/status/2008563107795529801)  2026-01-06T15:35Z [----] followers, [---] engagements


"$TSM beat more demand makes $AMKR growth go high. Correlation. 6% up. Will it stay That's a different story"  
[X Link](https://x.com/PSInvestor/status/2011756104276119956)  2026-01-15T11:03Z [----] followers, [---] engagements


"Closed my $AMKR option. Missed my first 1000% on options but meat was still left on the bone. Next one. Anyway good run. If the profit is good to capture take it"  
[X Link](https://x.com/PSInvestor/status/2014001131773468703)  2026-01-21T15:44Z [----] followers, [---] engagements


"$TTD The Trade Desk (TTD) was added to the S&P [---] effective prior to the opening of trading on Friday July [--] [----] replacing ANSYS Inc.Companies are removed from the S&P [---] due to declining market cap mergers or committee discretion typically quarterly or as needed. There is a high chance of it being removed. Can $SOFI get in https://twitter.com/i/web/status/2015818698347741257 https://twitter.com/i/web/status/2015818698347741257"  
[X Link](https://x.com/PSInvestor/status/2015818698347741257)  2026-01-26T16:06Z [----] followers, [---] engagements


"$RR to the new folks who bought Richtech Robotics. As a long-time holder these swings are normal. Welcome to the community. I've been dealing with this for more than a year now"  
[X Link](https://x.com/PSInvestor/status/2016964324338847959)  2026-01-29T19:59Z [----] followers, [----] engagements


"Vanguard disclosed a 5.29% stake in Richtech Robotics $RR. A Schedule 13G filed on January [--] shows Vanguard owns [-------] shares representing 5.29% of the company as of December [--] [----]. This reflects continued institutional ownership through year-end and follows Vanguards internal reporting realignment in January. The shares are held in the ordinary course of business with no intent to influence control. My opinion on this does not move the stock tomorrow. It matters for structure. A stable institutional base tends to matter when execution starts to show up. Its not a sprint its a marathon."  
[X Link](https://x.com/PSInvestor/status/2017329378867466553)  2026-01-30T20:09Z [----] followers, [----] engagements


"$BLSH Q1 [----] Earnings (expected) EPS $0.45 (expected) Revenue $87.48M (expected)"  
[X Link](https://x.com/PSInvestor/status/2018059720914047439)  2026-02-01T20:31Z [----] followers, [---] engagements


"$HOOD I am trying to understand what is happening to Robinhood. Why is there such bad sentiment Can someone tell me"  
[X Link](https://x.com/PSInvestor/status/2018389458832572872)  2026-02-02T18:22Z [----] followers, [----] engagements


"$SMCI Powered by DCBBS Supermicro is expanding/transforming into a leading AI and datacenter infrastructure company delivering total solutions that simplify deployment accelerate time-to-market and reduce TCO" said Charles Liang Founder President and CEO of Supermicro. With a rapidly expanding order book including more than $13B in $nvda Blackwell Ultra orders we expect at least $36 billion in revenue for fiscal year [----]. $SMCI Q1 [----] Earnings EPS [----] (Non-GAAP). Revenue $5.0B. Performance EPS down 52% YoY. Revenue down 15% YoY down 14% QoQ. Highlights Gross Margin 9.3% (vs 13.1% YoY)."  
[X Link](https://x.com/PSInvestor/status/2018796131287961930)  2026-02-03T21:17Z [----] followers, [----] engagements


"ARK Invest trades for 2026-02-03 Buy: $ARKB. $AVAV. $BLSH. $BMNR. $COIN. $CRCL. $CRWV. $DDOG. $GOOG. $GTLB. $HOOD. $KDK. $RBLX. $SHOP. $SLMT. $WGS. $XYZ. Sell: $ABNB. $DKNG. $DSY. $GH. $GLBE. $ILMN. $PD. $TTD. $VCYT"  
[X Link](https://x.com/PSInvestor/status/2018854189540246013)  2026-02-04T01:08Z [----] followers, [---] engagements


"$cifr https://t.co/1otyHKfw5M https://t.co/1otyHKfw5M"  
[X Link](https://x.com/PSInvestor/status/2019159141001097639)  2026-02-04T21:20Z [----] followers, [---] engagements


"AI Reit $CIFR https://t.co/fqVs2RTpn0 https://t.co/fqVs2RTpn0"  
[X Link](https://x.com/PSInvestor/status/2019283716284248236)  2026-02-05T05:35Z [----] followers, [---] engagements


"$AMZN Q4 [----] Earnings EPS [----] vs [----] (In Line). Revenue $213.386B vs $211.23B (Beat by 1%). Performance EPS up 5% YoY unchanged QoQ. Revenue up 14% YoY up 18% QoQ. $AMZN Q4 [----] Earnings (expected) EPS [----] (expected). Revenue $211.23B (expected). https://t.co/7RE8tNeiu4 $AMZN Q4 [----] Earnings (expected) EPS [----] (expected). Revenue $211.23B (expected). https://t.co/7RE8tNeiu4"  
[X Link](https://x.com/PSInvestor/status/2019517308289577310)  2026-02-05T21:03Z [----] followers, [----] engagements


"Rough day. Im down $198171 (16.33%) YTD. Last year I was down to $550k built a new base around $680k then ran to $1.45M. The last three months Ive been buying nonstop and the swings have gotten heavy. I might see the low $900ks or lower. Or maybe this was the bottom. I dont know. Either way this isnt the end of my investing journey. Its just the beginning. I have to get used to days and even months like this. Go out. Spend time with family. Stop staring at the screen. Go back to basics and remember why you bought the company. Not because you heard it on X. Ill still be buying more of a few"  
[X Link](https://x.com/PSInvestor/status/2019551908692943359)  2026-02-05T23:21Z [----] followers, [----] engagements


"$IREN Real estate teaches you patience because you cannot rush atoms. A building is not just brick and cement. It is thousands of parts that all have to work in harmony. Steel concrete bolts screws wiring cooling safety permits inspections. Then it has to survive whatever the environment throws at it for decades. The human body has [---] bones. Real estate feels like that. One weak link and the whole thing hurts. As a developer I see this every day. The investors wants returns today even when the asset is still being built and needs years to finish. It is fair to want your money to work. But"  
[X Link](https://x.com/PSInvestor/status/2019746238862856203)  2026-02-06T12:13Z [----] followers, 12.8K engagements


"Great fudging day. Most of the tape did a taco. Last night at dinner I told my wife how stressed I was. She said your health comes first. You have seen these swings. This will bounce. What are you afraid of. Hearing that felt great. Only problem I was stressed about was not able to buy DIP. I had to wait for a transfer to hit midnight around [----] am so I could buy. Once it landed I started pulling the trigger and added $BTC $CIFR $IREN $RDW. Also closed $HIMS completely. Roughly 50% gains over time and the covered calls the past two years did a lot of the heavy lifting. The app is messy"  
[X Link](https://x.com/PSInvestor/status/2019944859197677658)  2026-02-07T01:22Z [----] followers, [----] engagements


"@Kaizen_Investor This is something I am not considering getting I am late but still have a lot of growth left"  
[X Link](https://x.com/PSInvestor/status/2020212810471579982)  2026-02-07T19:07Z [----] followers, [--] engagements


"@Kaizen_Investor I left yesterday 100%. CC helped me lower to $8-9 so I decided to get out before it got bad. I hated their constant copycat situation. I have $NVO so I didn't feel like they had anything else"  
[X Link](https://x.com/PSInvestor/status/2020213221542838345)  2026-02-07T19:09Z [----] followers, [--] engagements


"This thread is a crash course on $IREN. To get up to speed read this for the most important informationnot the filler you'll get in everyone else's posts. This is where the money is. Thank you @jiahanjimliu; you've made my investment in $IREN clear and easy. So have @SmallCapSnipa @BitcoinAIGuy @FransBakker9812 @bitcoinbutcher1 and @Agrippa_Inv. I might be late but still early. Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confident or "over playing" his hand but I disagree. Having studied most if not all @danroberts0101"  
[X Link](https://x.com/PSInvestor/status/2020235279735590984)  2026-02-07T20:36Z [----] followers, [----] engagements


"@TrendSpider @duolingo @reciknows"  
[X Link](https://x.com/PSInvestor/status/2020297260857536847)  2026-02-08T00:42Z [----] followers, [---] engagements


"@nikitabier with this single tweet is going to burn $adbe. 🤷🏻♂🤦🏻♂ when market open. I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I"  
[X Link](https://x.com/PSInvestor/status/2020297688714211717)  2026-02-08T00:44Z [----] followers, [---] engagements


"@nikitabier @nikitabier with this single tweet is going to burn $adbe. 🤷🏻♂🤦🏻♂ when market open"  
[X Link](https://x.com/PSInvestor/status/2020297753608561055)  2026-02-08T00:44Z [----] followers, [--] engagements


"@jiahanjimliu 🙏🏻. I agree. I have been increasing slowly. I moved my $META into $IREN; that's not a small move for me. I held $META for so long before exiting to IREN"  
[X Link](https://x.com/PSInvestor/status/2020327970926432306)  2026-02-08T02:44Z [----] followers, [---] engagements


"I've Y new one and old was great too but they felt like crossovers. I haven't seen a Rivian R2 yet but it looks like a better-shaped SUV. I do plan to get the R2. I've booked the Sony AFEELA sedan but I'm still loving the R2 more for an SUV. I want that AUTONOMOUS Driving for [--] and not [--]. ☺ https://twitter.com/i/web/status/2020365379886018963 https://twitter.com/i/web/status/2020365379886018963"  
[X Link](https://x.com/PSInvestor/status/2020365379886018963)  2026-02-08T05:13Z [----] followers, [---] engagements


"@elonmusk @grok how was he doing it"  
[X Link](https://x.com/PSInvestor/status/2020530787720839638)  2026-02-08T16:10Z [----] followers, [----] engagements


"@BlackPantherCap @nikitabier Right 🤣 and $FIG Figma"  
[X Link](https://x.com/PSInvestor/status/2020531997580431380)  2026-02-08T16:15Z [----] followers, [---] engagements


"Morgan Stanley just initiated coverage on $CIFR with an Overweight and a $38 price target. 🥹🙏🏻"  
[X Link](https://x.com/PSInvestor/status/2020877868969148887)  2026-02-09T15:10Z [----] followers, [---] engagements


"$AMKR Q4 [----] Earnings EPS $0.69 Revenue $1.89B Performance 1.EPS +60% YoY (vs $0.43) +35% QoQ (vs $0.51) 2.Revenue +16% YoY (vs $1.63B) -5% QoQ (vs $1.99B) 3.Gross margin 16.7% (vs 15.1% YoY 14.3% QoQ) 4.Operating margin 9.8% (vs 8.3% YoY 8.0% QoQ) 5.EBITDA $369M Full year [----] snapshot 1.Revenue $6.71B (+6% YoY) 2.Operating income $467M Net income $374M EPS $1.50 3.EBITDA $1.16B 4.Op cash flow $1.10B Free cash flow $308M + short-term investments $1.99B Total debt $1.45B What Im watching next 1.Q1 [----] guide: Revenue $1.60B$1.70B gross margin 12.5%13.5% EPS $0.18$0.28 [------] CapEx guide:"  
[X Link](https://x.com/PSInvestor/status/2020968498726670705)  2026-02-09T21:10Z [----] followers, [---] engagements


"@JeffBezos @blueorigin @grok what does that mean Slow and steady wins the race"  
[X Link](https://x.com/PSInvestor/status/2020977767765114899)  2026-02-09T21:47Z [----] followers, [----] engagements


"Ask this guy to go touch grass please $GOOGL Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of [----] Motorola was a top [--] market cap and top [--] revenue corporation in America. Never again. The Motorola https://t.co/BuzrpPQj4u Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of [----] Motorola was a top [--] market cap and top [--] revenue corporation in America. Never again."  
[X Link](https://x.com/PSInvestor/status/2020979343883927751)  2026-02-09T21:53Z [----] followers, [---] engagements


"1.$QS just cut a real milestone. They inaugurated the Eagle Line at their San Jose facility with auto OEM customers Government officials and partners on-site. That matters because it is no longer a lab story. It is a production workflow getting shown in public. 2.What the Eagle Line actually is $QS calls it a full suite of equipment + materials + highly automated processes that is meant to be the blueprint for making QS cells. The key detail is it bakes in their Cobra separator process which is the scalable method they keep pointing to for manufacturing. 3.Why this is the bridge to revenue"  
[X Link](https://x.com/PSInvestor/status/2019223821325344945)  2026-02-05T01:37Z [----] followers, [----] engagements


"@TMZ @zerohedge @grok what is it about"  
[X Link](https://x.com/PSInvestor/status/2020599846194032710)  2026-02-08T20:45Z [----] followers, [----] engagements


"@DivesTech Let's go. Any room for $adbe or $fig Any thoughts"  
[X Link](https://x.com/PSInvestor/status/2020831944477651064)  2026-02-09T12:07Z [----] followers, [----] engagements


"ARK Invest trades for 2026-02-09 Buy: $RBLX $BLSH $RXRX $TEM $THAR $KDK Sell: $GLBE $PINS $QCOM $TTD $PD $GTLB"  
[X Link](https://x.com/PSInvestor/status/2021028715178885165)  2026-02-10T01:09Z [----] followers, [---] engagements


"ARK Invest trades for 2026-02-10 Buy: $BLSH. $KDK. $RBLX. $SLMT. $TEM. Sell: $PD. $PINS. $TTD"  
[X Link](https://x.com/PSInvestor/status/2021391946649043233)  2026-02-11T01:12Z [----] followers, [---] engagements


"@alc2022 Lawsuit for sure incoming. 🤣 Find a good lawyer. Don't look for billboard ones. They will give you advice what you gave to people on $HIMS. 🤣 My son is smarter than you and yes he is more than you. 🤣🤣"  
[X Link](https://x.com/PSInvestor/status/2021428167714668657)  2026-02-11T03:36Z [----] followers, [---] engagements


"$QS on Jan 30th added Geoff as a director who has been ex- $NVDA and $CDNS just to name a few. They are definitely planning big moves in the background. $Qs QuantumScape added a seasoned operator to its board. QS announced the appointment of Geoff Ribar as a director. Ribar brings decades of financial and operating experience across technology companies including prior CFO roles at $CDNS Cadence Design Systems $NVDA NVIDIA https://t.co/eH5aXIbQql $Qs QuantumScape added a seasoned operator to its board. QS announced the appointment of Geoff Ribar as a director. Ribar brings decades of"  
[X Link](https://x.com/PSInvestor/status/2021473492148027648)  2026-02-11T06:36Z [----] followers, [---] engagements


"Navitas [---] Gets a Distribution Backbone $NVTS Navitas + $AVT Avnet: wiring the AI power stack into a real channel Navitas just turned Avnet into its globally franchised distributor. That sounds like boring plumbing but for a tiny power semi trying to ride the AI data center and electrification waves this is a big structural move. Here is how I see it. Navitas today Navitas is a pure-play wide-bandgap power semi company: GaNFast GaN ICs plus GeneSiC high-voltage SiC. They sit in the power path not the compute path. [----] revenue was $83.3M up 5% YoY with a GAAP operating loss of $130.7M and"  
[X Link](https://x.com/PSInvestor/status/1999654406523072534)  2025-12-13T01:35Z [----] followers, [----] engagements


"$ICE just dropped a massive update regarding the NYSE tokenized securities platform and the implications for market structure are huge. The immediate winners here are obviously Intercontinental Exchange as the infrastructure owner along with banking partners $BK BNY and $C Citi who are handling the tokenized deposits. But the downstream impact on retail brokers is where this gets really interesting. For platforms like Robinhood $HOOD this is the ultimate validation. They have been pushing the 24/7 market narrative for a while and now they get a regulated exchange level feed to back it up. It"  
[X Link](https://x.com/PSInvestor/status/2013318647536615581)  2026-01-19T18:32Z [----] followers, [---] engagements


"CIPHER MINING $CIFR: THE INFRASTRUCTURE ARBITRAGE https://t.co/fqVs2RTpn0 https://t.co/fqVs2RTpn0"  
[X Link](https://x.com/PSInvestor/status/2015176886851371255)  2026-01-24T21:36Z [----] followers, [---] engagements


"$NUE Q4 [----] Earnings (expected) EPS $1.81 (expected). Revenue $7.91B (expected)"  
[X Link](https://x.com/PSInvestor/status/2015878080116736310)  2026-01-26T20:02Z [----] followers, [---] engagements


"$Qs QuantumScape added a seasoned operator to its board. QS announced the appointment of Geoff Ribar as a director. Ribar brings decades of financial and operating experience across technology companies including prior CFO roles at $CDNS Cadence Design Systems $NVDA NVIDIA Telegent Systems and Matrix Semiconductor. He also previously served as VP and corporate controller at $AMD. This is a governance move not a headline trade catalyst. Board additions like this usually signal a shift in emphasis toward discipline capital allocation and long-term scaling rather than near-term storytelling."  
[X Link](https://x.com/PSInvestor/status/2017499256421339339)  2026-01-31T07:24Z [----] followers, [----] engagements


"The $NVDA and OpenAI headlines this week are a good example of how noise gets manufactured. One headline pushed the idea that $Nvidia was not investing $100B into OpenAI. That framing was misleading. There was never a confirmed $100B equity investment commitment from Nvidia to walk back. The number being circulated referred to OpenAIs long-term infrastructure and compute ambitions across partners not a single Nvidia check. Today Jensen clarified it directly. Nvidia is working with OpenAI and others on AI infrastructure and compute but there is no standalone $100B Nvidia investment. That lines"  
[X Link](https://x.com/PSInvestor/status/2017620237030674751)  2026-01-31T15:25Z [----] followers, [----] engagements


"S&P [---] coming soon. Trade Desk is going out; their MC is already lower than 22B now. This is $SOFI's year. @ant_trading1 follow and go through thesethey're very insightful. Also use the simulator; it's very intuitive. I love it. As always brother the community appreciates you. https://twitter.com/i/web/status/2017795808574472353 https://twitter.com/i/web/status/2017795808574472353"  
[X Link](https://x.com/PSInvestor/status/2017795808574472353)  2026-02-01T03:03Z [----] followers, [---] engagements


"$DIS CEO stepping down before contracts expire. Next week's earnings for $DIS are on Monday. $FUBO is going to get hit by another drama. Man these trenches are what's going to make us the most money or not. I am locked in. 🧘♂"  
[X Link](https://x.com/PSInvestor/status/2017822794005024797)  2026-02-01T04:50Z [----] followers, [----] engagements


"$FUBO Q4 [----] Earnings (expected) EPS $0.01 (expected) Revenue $1.36B (expected) Seasonality context. Over the last three years February has not been a strong month for FUBO with 0% of February closes finishing positive in that window. Not a forecast just historical behavior worth keeping in mind around this print. https://twitter.com/i/web/status/2018057893510303941 https://twitter.com/i/web/status/2018057893510303941"  
[X Link](https://x.com/PSInvestor/status/2018057893510303941)  2026-02-01T20:24Z [----] followers, [----] engagements


"$FUBO $DIS was good and they did not say anything negative about the merger of $FUBO HULU. I am expecting good $FUBO earnings. 🧘♂🤞"  
[X Link](https://x.com/PSInvestor/status/2018336805360480411)  2026-02-02T14:52Z [----] followers, [----] engagements


"@SmallCapSnipa You in $WULF right This is crazy good news. Good start to the week brother. 👌🫶"  
[X Link](https://x.com/PSInvestor/status/2018442581412331672)  2026-02-02T21:53Z [----] followers, [---] engagements


"$TER unstoppable. ❤🫶🏻 $TER BANG ON https://t.co/LbZacTSj1d $TER BANG ON https://t.co/LbZacTSj1d"  
[X Link](https://x.com/PSInvestor/status/2018458343824871591)  2026-02-02T22:55Z [----] followers, [---] engagements


"$FUBO let's fucking go We've been waiting for these earnings for a year"  
[X Link](https://x.com/PSInvestor/status/2018557500841451958)  2026-02-03T05:29Z [----] followers, 12.1K engagements


"$IREN I have a feeling we'll get an update pre market or intra day on the day of the earnings call and more updates in the earnings call. 🤞🧘♂"  
[X Link](https://x.com/PSInvestor/status/2018576909249171685)  2026-02-03T06:46Z [----] followers, [---] engagements


"$FUBO Q1 FY [----] results are out and the scale shift is real after the Hulu + Live TV combination. 1.The headline numbers (reported vs pro forma) Revenue: $1.549B vs $1.106B (+40% YoY) Pro forma revenue: $1.683B vs $1.588B (+6% YoY) Reported net loss: $19.1M (was $38.6M) Pro forma net loss: $46.4M (was $130.4M) Pro forma Adjusted EBITDA: +$41.4M (was +$22.0M) Cash + cash equivalents + restricted cash: $458.6M EPS: -$0.02 2.Subs + revenue by region North America revenue: $1.543B (pro forma $1.675B) North America subs: 6.2M (was 6.3M) Rest of world revenue: $5.8M (pro forma $8.6M) Rest of world"  
[X Link](https://x.com/PSInvestor/status/2018660255555858530)  2026-02-03T12:18Z [----] followers, [----] engagements


"The company is not going anywhere. It just did a massive restructuring. I am not a fan but other companies when they do RS they are either going bankrupt or very diluted. $FUBO is not. $DIS is the parent company. They had a massively strong quarter and so did $FUBO. Try to look at this from a fresh perspective not in general. Why I hate it is because I have been holding tons of shares and so have others. We all wanted upside with multiple shares; now we lose that. Anyway $DIS controls the majority now so we cannot even vote for it. This is part of the game."  
[X Link](https://x.com/PSInvestor/status/2018662932469383260)  2026-02-03T12:28Z [----] followers, 21.9K engagements


"ARK Invest trades for 2026-02-04 Buy: $AMD $BLSH $CRCL $CRWV $KDK $SLMT $TEM $TSLA $WGS Sell: $GH $GLBE $INTU $PINS $PYPL $TER $TTD $U"  
[X Link](https://x.com/PSInvestor/status/2019216177155960900)  2026-02-05T01:07Z [----] followers, [---] engagements


"$CIFR CEO Tyler Page posted TODAY the I drink your milkshake meme around GOOGLEs earning. The data just proved him right. Google $GOOG Q4 earnings confirmed the scale of capital hunting for energy infrastructure. The Numbers $GOOGL Alphabet confirmed [----] CapEx guidance of $175B - $185B. That is roughly double their [----] spend. The Constraint Sundar Pichai admitted the critical issue is constraints related to computing power and electricity. They have $185B to spend but physics limits deployment without permitted grid-connected power. The Connection $GOOGL Google already holds a 5.4% equity"  
[X Link](https://x.com/PSInvestor/status/2019283714451423361)  2026-02-05T05:35Z [----] followers, [---] engagements


"ARK Invest trades for 2026-02-05 Buy: $GOOG. $AVGO. $ISRG. $KDK. $AMD. $BLSH. $TEM. $SLMT. Sell: $TER. $QCOM. $PD. $TTD. $COIN. $GH. $PYPL. $GLBE"  
[X Link](https://x.com/PSInvestor/status/2019578735884922916)  2026-02-06T01:07Z [----] followers, [---] engagements


"ARK Invest trades for 2026-02-06 Buy: $GOOG $BLSH $RXRX $TEM $THAR $KDK Sell: $PD $TTD $ROKU $COIN $GH $GLBE $IRDM $QCOM"  
[X Link](https://x.com/PSInvestor/status/2019944812041105905)  2026-02-07T01:22Z [----] followers, [---] engagements


"I haven't written a line of code in [--] years. Today I built my own Financial Terminal. They say AI is a bubble. I say: try "Vibe Coding." I wanted a Portfolio Strategy Tool (PSI) that did exactly what I neededlive simulations liquidity testing and benchmarking against the S&P [---]. I didn't want to wrestle with Excel formulas anymore (honestly I haven't touched a spreadsheet for my portfolio in months). So I partnered with AI. My Role: The Architect (The "Vibe"). I described the strategy the features and the logic. AI's Role: The Engineer. It wrote 100% of the Python code. The Stack: Brain: AI"  
[X Link](https://x.com/PSInvestor/status/2020623286443680039)  2026-02-08T22:18Z [----] followers, [---] engagements


"@MaoBaoBaomby"  
[X Link](https://x.com/PSInvestor/status/2020656553771274291)  2026-02-09T00:30Z [----] followers, [--] engagements


"@JaguarAnalytics"  
[X Link](https://x.com/PSInvestor/status/2020702916953481413)  2026-02-09T03:34Z [----] followers, [---] engagements


"@Polymarket @grok this is fake right"  
[X Link](https://x.com/PSInvestor/status/2020705526632566950)  2026-02-09T03:45Z [----] followers, [----] engagements


"@SInow @grok was this is the worst in history"  
[X Link](https://x.com/PSInvestor/status/2020705713463660752)  2026-02-09T03:45Z [----] followers, [---] engagements


"@mog_russEN Queen controlled the allowance"  
[X Link](https://x.com/PSInvestor/status/2020705892027789468)  2026-02-09T03:46Z [----] followers, [---] engagements


"@accounting_ds @goooonnney No don't say that. 😭🥹🙏🏻 If you don't wanna exist on X that's fine"  
[X Link](https://x.com/PSInvestor/status/2020706592006734332)  2026-02-09T03:49Z [----] followers, [--] engagements


"Everything will be autonomous. Jensen said it as well that kids might not even need to learn how to drive. Already Tesla and Rivian are doing it. The day Level [--] autonomy comes I don't see a reason why not. Maybe you might need a permit to buy a car at legal age. I pay for my $tsla FSD and the new update and version make the car flawless with zero interventions by me. I drove from SF to LA; it parked right in front of my in-laws' driveway. The only time I intervened was to plug in the charger. That's a huge level up. From what I saw a lot of things can go away but I think I'm always bullish"  
[X Link](https://x.com/PSInvestor/status/2020773657749201370)  2026-02-09T08:15Z [----] followers, [--] engagements


"$GOOG: TotalEnergies $TTE just signed a big Texas power deal for data centers. Here is what matters to me. 1.The size TotalEnergies signed two 15-year PPAs to deliver [--] GW of solar capacity for Googles Texas data centers. Projects: Wichita (805 MWp) + Mustang Creek (195 MWp) = [----] MWp. 2.The actual energy behind the headline They put the math in the release: [--] GW = [--] TWh over [--] years. Thats about [----] TWh per year or roughly [---] MW average power flowing to the grid. 3.The financial part people ignore This is the point of a long PPA: it turns a development project into contracted cash flow."  
[X Link](https://x.com/PSInvestor/status/2020815195921404070)  2026-02-09T11:01Z [----] followers, [---] engagements


"$CIFR: A Miner Dressing Up As an AI Infrastructure REIT @MorganStanley finally caught up. $CIFR: A Miner Dressing Up As an AI Infrastructure REIT $CIFR is no longer just a bitcoin miner. The story has shifted into something closer to a power-and-land platform that can monetize megawatts in multiple ways. Bitcoin mining is one path. AI and high-performance computing https://t.co/0Yu3M4CkL7 $CIFR: A Miner Dressing Up As an AI Infrastructure REIT $CIFR is no longer just a bitcoin miner. The story has shifted into something closer to a power-and-land platform that can monetize megawatts in"  
[X Link](https://x.com/PSInvestor/status/2021038141067624917)  2026-02-10T01:46Z [----] followers, [---] engagements


"Same. In my job circle none invest except those from Asian backgrounds. The rest ask "With what" These are people with [--] years in tech jobs or 3-4 years in big law. I say "You need a FA to figure out with what" We are ahead of the herd. Most people wanna fake level-up status for the public instead of becoming silent millionaires and multi-millionaires. 🤷🏻♂ https://twitter.com/i/web/status/2021176331711721778 https://twitter.com/i/web/status/2021176331711721778"  
[X Link](https://x.com/PSInvestor/status/2021176331711721778)  2026-02-10T10:56Z [----] followers, [--] engagements


"$OSCR earnings"  
[X Link](https://x.com/PSInvestor/status/2021180761869599036)  2026-02-10T11:13Z [----] followers, [----] engagements


"$OSCR Oscar Health Announces Financial Results for Fourth Quarter and Full-Year [----] Achieves Record Membership of [---] Million and Provides Full-Year [----] Outlook Including More Than $18 Billion in Revenue Quote from CEO Mark Bertolini [----] was a reset year for the individual market and we took decisive actions to return to profitability in [----] said Mark Bertolini CEO of Oscar Health. Our new suite of affordable products agentic AI features and exceptional member experience drove record- high membership positioning us to achieve significantly improved financial performance in [----]. Oscars"  
[X Link](https://x.com/PSInvestor/status/2021183613417431131)  2026-02-10T11:24Z [----] followers, [----] engagements


"$OSCR Oscar Health Inc. [----] Financial Guidance Summary $OSCR Oscar Health Announces Financial Results for Fourth Quarter and Full-Year [----] Achieves Record Membership of [---] Million and Provides Full-Year [----] Outlook Including More Than $18 Billion in Revenue Quote from CEO Mark Bertolini [----] was a reset year for the $OSCR Oscar Health Announces Financial Results for Fourth Quarter and Full-Year [----] Achieves Record Membership of [---] Million and Provides Full-Year [----] Outlook Including More Than $18 Billion in Revenue Quote from CEO Mark Bertolini [----] was a reset year for the"  
[X Link](https://x.com/PSInvestor/status/2021184214750609668)  2026-02-10T11:27Z [----] followers, [---] engagements


"Wow. I have nothing against the estate. Yes it's a scar. Thinking all these things he did in files might have been done in that home. The same goes for murder houses too right I don't believe all this. Not about the Epstein but about the house. Just so no one bites my head off here. 🤣 People move on; the home stays. It doesnt mean it's cursed or whatever one has to call it. Just like us humans it had a bad history. With new interior it all gets good and starts a new life like sometimes we humans bounce back. https://twitter.com/i/web/status/2021291337795166259"  
[X Link](https://x.com/PSInvestor/status/2021291337795166259)  2026-02-10T18:33Z [----] followers, [--] engagements


"@BlackPantherCap @MorganStanley 🤞🤞"  
[X Link](https://x.com/PSInvestor/status/2021296755040768052)  2026-02-10T18:54Z [----] followers, [--] engagements


"$HOOD Q4 and FY [----] was a monster year on the numbers. 1.Revenue Q4 net revenue: $1.283B (+27% YoY) FY [----] net revenue: $4.47B (+52% YoY) 2.What drove it (Q4 mix) Transaction revenue: $776M (+15% YoY) Options: $314M (+41%) Equities: $94M (+54%) Crypto: $221M (-38%) Other transaction: $147M (300%+) Net interest revenue: $411M (+39%) Other revenue: $96M (+109%) Gold subscription revenue: $50M (+56%) 3.Profitability Q4 net income: $605M diluted EPS: $0.66 FY net income: $1.883B diluted EPS: $2.05 Q4 adjusted EBITDA: $761M (about 59% margin) FY adjusted EBITDA: $2.52B (about 56% margin)"  
[X Link](https://x.com/PSInvestor/status/2021331993963921908)  2026-02-10T21:14Z [----] followers, [---] engagements


"@SmallCapSnipa $LEN don't forget this one too : ) This is in my conversation portfolio with my wife haha. I cannot let her see 50% swings she will go crazy 😂"  
[X Link](https://x.com/PSInvestor/status/2021461341928865973)  2026-02-11T05:48Z [----] followers, [--] engagements


"Tomorrow for me: only major earnings. $QS: This is coming to an inflection point in a few quarters or maybe this year only. Last quarter they had their first small revenue of $11M. $GRAB is for LEAPs. Let's see how it works for both. I had $AUR it expired already. Good luck. $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB"  
[X Link](https://x.com/PSInvestor/status/2021475127691776151)  2026-02-11T06:43Z [----] followers, [---] engagements

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