# ![@SmokeySnipe Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1995965717611683840.png) @SmokeySnipe Xander

Xander posts on X about $hood, ai, bullish, $onds the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1995965717611683840/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1995965717611683840/c:line/m:interactions.svg)

- [--] Week [------] +32%
- [--] Month [-------] -12%

### Mentions: [--] [#](/creator/twitter::1995965717611683840/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1995965717611683840/c:line/m:posts_active.svg)

- [--] Week [---] +19%
- [--] Month [---] +16%

### Followers: [---] [#](/creator/twitter::1995965717611683840/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1995965717611683840/c:line/m:followers.svg)

- [--] Week [---] +2.60%
- [--] Month [---] +20%

### CreatorRank: [---------] [#](/creator/twitter::1995965717611683840/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1995965717611683840/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [countries](/list/countries)  [exchanges](/list/exchanges)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [agencies](/list/agencies) 

**Social topic influence**
[$hood](/topic/$hood), [ai](/topic/ai), [bullish](/topic/bullish) #2369, [$onds](/topic/$onds), [kalshi](/topic/kalshi), [$rcat](/topic/$rcat), [prediction markets](/topic/prediction-markets), [$crwd](/topic/$crwd), [polymarket](/topic/polymarket), [$spy](/topic/$spy)

**Top accounts mentioned or mentioned by**
[@mrderivatives](/creator/undefined) [@kalshi](/creator/undefined) [@cginvesting10](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@polymarket](/creator/undefined) [@grindeoptions](/creator/undefined) [@networthnotes](/creator/undefined) [@trendspider](/creator/undefined) [@jrouldz](/creator/undefined) [@unusualwhales](/creator/undefined) [@elonmusk](/creator/undefined) [@leotraydes](/creator/undefined) [@asyminvestor](/creator/undefined) [@saylordocs](/creator/undefined) [@watcherguru](/creator/undefined) [@legeneth](/creator/undefined) [@shahh](/creator/undefined) [@alexgiovannetti](/creator/undefined) [@stockmktnewz](/creator/undefined) [@coldcallsniper](/creator/undefined)

**Top assets mentioned**
[Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Starbucks Corporation (SBUX)](/topic/$sbux) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Kodiak Gas Services, Inc. (KGS)](/topic/$kgs) [Metadium (META)](/topic/$meta) [Vertex Protocol (VRTX)](/topic/$vrtx) [Mario Coin (COIN)](/topic/$coin) [Vistra, Corp. (VST)](/topic/$vst) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Redwire Corporation (RDW)](/topic/$rdw) [Equinix Inc (EQIX)](/topic/$eqix) [American Superconductor Corp (AMSC)](/topic/$amsc) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Bitcoin (BTC)](/topic/$btc) [Unusual Machines, Inc (UMAC)](/topic/$umac) [UnitedHealth Group (UNH)](/topic/$unh) [Cameco Corporation (CCJ)](/topic/$ccj) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Strategy (MSTR)](/topic/$mstr) [Enphase Energy Inc (ENPH)](/topic/$enph) [JPMorgan Chase (JPM)](/topic/$jpm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The U.S. Army made it very clear at AUSA: More drones More counter-drones More autonomy More AI $OUST $ONDS $PLTR $RCAT $UMAC"  
[X Link](https://x.com/SmokeySnipe/status/1997903059561717945)  2025-12-08T05:36Z [---] followers, [--] engagements


"$RCAT under the [---] EMA with a 23$ float this could swing back to new high if we see some volume. The drone technology is just getting started. [----] going to be the year of the drone"  
[X Link](https://x.com/SmokeySnipe/status/1997905904100852064)  2025-12-08T05:47Z [---] followers, [---] engagements


"Just attended AUSA via this Northland reportArmy pushing hard for US drone dominance AI & self-driving tech Highlights: Ondas launches $150M Ondas Capital for Ukraine innovations; Red Cat's TD-3 upside; Safe Pro detecting 36K+ landmines. Bullish on $ONDS (PT $10) $RCAT (PT $18) $SPAI (PT $13). #Drones #AI #DefenseTech"  
[X Link](https://x.com/SmokeySnipe/status/1997910386008301791)  2025-12-08T06:05Z [---] followers, [--] engagements


"The wild card: VNav. Palantir can now give drones GPS-jam resistance using real-time satellite inference. Red Cat is first to integrate it. Price tag: $12k per drone. In a world where jamming increases weekly VNav is basically anti-GPS death"  
[X Link](https://x.com/SmokeySnipe/status/1998148121881166033)  2025-12-08T21:50Z [---] followers, [--] engagements


"Red Cat ( $RCAT ) might be the highest-beta beneficiary. TD-3 contract likely upsized Black Widow won Best in Show for security Their drones are being paired with long-range recon systems BlueOps is positioned to scale in FY26 Their Magura USV alignment is insane validation This is a pure-play drone acceleration bet"  
[X Link](https://x.com/SmokeySnipe/status/1998148123634651286)  2025-12-08T21:50Z [---] followers, [--] engagements


"Only stocks I am adding right now are $PLTR $HOOD $ONDS $UNH $RCAT $UMAC $AMSC Excluding $HOOD I am focusing on the transfer of military technology"  
[X Link](https://x.com/SmokeySnipe/status/1998197253618688324)  2025-12-09T01:05Z [---] followers, [--] engagements


"Regulation is the wildcard. Barclays calls out the Nevada ruling against Kalshi and state-level challenges. But the JV structure (CFTC-licensed DCO + established liquidity provider) gives HOOD a more credible regulatory path than most competitors. Risk Yes. Deal-breaker The analysts say no"  
[X Link](https://x.com/SmokeySnipe/status/1998222254711148556)  2025-12-09T02:44Z [---] followers, [--] engagements


"Price targets tell the full story: Deutsche: $150 Bernstein: $160 Barclays: $168 All Buy/Outperform. No one is bearish. And none of them are pricing in the full upside of exchange economics yet"  
[X Link](https://x.com/SmokeySnipe/status/1998222256582074704)  2025-12-09T02:44Z [---] followers, [--] engagements


"@NetWorthNotes $SCHD isnt a bad one either. With even small amounts of capital the dividend can buy you more full shares"  
[X Link](https://x.com/SmokeySnipe/status/1998468908177674609)  2025-12-09T19:04Z [--] followers, [--] engagements


"@NetWorthNotes Yes very hard. Especially in the current conditions. But when things get more choppy an uncertain this tends to stay flat which can be nice to rotate into during those times to keep your capital working"  
[X Link](https://x.com/SmokeySnipe/status/1998471607283507375)  2025-12-09T19:15Z [---] followers, [--] engagements


"@NetWorthNotes By this I mean $SCHD"  
[X Link](https://x.com/SmokeySnipe/status/1998471678091841907)  2025-12-09T19:15Z [--] followers, [--] engagements


"Ive been digging into [--] recent sell-side / industry pieces on Red Cat ( $RCAT ) a U.S. defense drone name. TLDR: its a high-beta way to play the unmanned systems supercycle. Drones arent the future of defense spending anymore they are the present"  
[X Link](https://x.com/SmokeySnipe/status/1998785289024881003)  2025-12-10T16:02Z [---] followers, [---] engagements


"The core thesis: U.S. & allies are in a generational shift toward unmanned systems A $15B+ next-gen unmanned spend cycle is ramping Small ISR & FPV drones are becoming must-have kit not toys RCAT is a U.S.-based NDAA-compliant supplier sitting right in that lane"  
[X Link](https://x.com/SmokeySnipe/status/1998785293005259215)  2025-12-10T16:02Z [---] followers, [--] engagements


"The numbers the Street is underwriting 👇 2025E revenue: $60M 2026E revenue: $125M (100%+ growth) Valuation: 15x [----] sales $17 PT vs mid-teens stock price when the notes were written All [--] reports are Buy-rated and view $RCAT as a premium-multiple name if it executes"  
[X Link](https://x.com/SmokeySnipe/status/1998785300638597336)  2025-12-10T16:02Z [---] followers, [--] engagements


"But this is not a sleepy defense stock: Key risks: SRR2 is IDIQ = no guaranteed volumes Defense budgets & procurement timing are messy Execution risk scaling manufacturing Competition from both primes & scrappy drone startups Still loss-making with negative FCF while it scales High upside high volatility"  
[X Link](https://x.com/SmokeySnipe/status/1998785303302021604)  2025-12-10T16:02Z [---] followers, [--] engagements


"So is $RCAT a good way to play the defense spending drones thesis IMO: ✅ Very pure leveraged exposure to drones & unmanned systems ✅ Directly tied to U.S. + NATO modernization NDAA-compliant ⚠ Single-name & single-program risk is real For me this is a satellite not a core if youre comfortable with the risk. https://twitter.com/i/web/status/1998785305839636562 https://twitter.com/i/web/status/1998785305839636562"  
[X Link](https://x.com/SmokeySnipe/status/1998785305839636562)  2025-12-10T16:02Z [---] followers, [---] engagements


"If youre building a basket for the drone / unmanned supercycle $RCAT is the small-cap torque name that can move a lot on program news good or bad. Size it accordingly watch SRR2 milestones closely and remember: in defense tech execution matters as much as the macro"  
[X Link](https://x.com/SmokeySnipe/status/1998785307890602229)  2025-12-10T16:02Z [---] followers, [---] engagements


"@itschrisray Could not be more bullish on $ONDS"  
[X Link](https://x.com/SmokeySnipe/status/1998786629142720931)  2025-12-10T16:07Z [---] followers, [---] engagements


"@FIREDUpWealth $RCAT $ONDS and $KRKNF The drone supercycle is just starting"  
[X Link](https://x.com/SmokeySnipe/status/1998786756674728447)  2025-12-10T16:07Z [---] followers, [---] engagements


"@Mr_Derivatives The gap fill trade looks very tempting"  
[X Link](https://x.com/SmokeySnipe/status/1998842836423156193)  2025-12-10T19:50Z [---] followers, [---] engagements


"@camrrowe This is why I am betting big on drone technology. $ONDS $RCAT $UMAC $KRKNF are a few names that can capitalize big"  
[X Link](https://x.com/SmokeySnipe/status/1998886851453886899)  2025-12-10T22:45Z [---] followers, [---] engagements


"@mchurchphoto This feels like a no brainer and I just found it. What made you enter at [--] / how did you find it"  
[X Link](https://x.com/SmokeySnipe/status/1998899246368772163)  2025-12-10T23:34Z [---] followers, [--] engagements


"@MMatters22596 $CRWD for $BABA seems like a huge mistake. $CRWD has a large future ahead not the time to sell"  
[X Link](https://x.com/SmokeySnipe/status/1998902500569891169)  2025-12-10T23:47Z [---] followers, [---] engagements


"@spectatorindex Drones baby $RCAT $ONDS $UMAC $KRKNF"  
[X Link](https://x.com/SmokeySnipe/status/1998936108621762864)  2025-12-11T02:01Z [---] followers, [---] engagements


"$CCJ: The Streets quiet nuclear conviction play ☢👇 Bernstein just toured the newest U.S. nuclear plant (Vogtle AP1000) and came back more bullish on a nuclear renaissance AND on Camecos 49% stake in Westinghouse"  
[X Link](https://x.com/SmokeySnipe/status/1998942549822804156)  2025-12-11T02:26Z [---] followers, [---] engagements


"The $80B U.S. support package isnt a green light yet. Utilities are in show me mode. They want clarity on fixed-price contracts durability of subsidies and timelines. StillBernstein sees realistic potential for [--] U.S. AP1000 FID per year starting in 2027"  
[X Link](https://x.com/SmokeySnipe/status/1998942560778375538)  2025-12-11T02:26Z [---] followers, [--] engagements


"Why this matters for $CCJ: Cameco owns 49% of Westinghouse. As AP1000 buildouts scale Westinghouse services + engineering contracts generate recurring EBITDA not exposed to capex blowouts like Vogtle. Bernstein models $340M EBITDA per new build (years 110)"  
[X Link](https://x.com/SmokeySnipe/status/1998942562296774968)  2025-12-11T02:27Z [---] followers, [--] engagements


"Valuation: Bernstein lifts PT to $100 (21% upside). Drivers: Higher long-term Westinghouse EBITDA U.S. new-build ROI becoming visible Cameco core uranium business still tight on supply Bull case PT: $115/sh if Westinghouse IPOs at $30B valuation in 2029"  
[X Link](https://x.com/SmokeySnipe/status/1998942563781513384)  2025-12-11T02:27Z [---] followers, [--] engagements


"Bigger picture: A standardized AP1000 design + lessons learned at Vogtle + federal financing = the first credible U.S. nuclear restart in decades. And $CCJ is levered to both uranium supply and the reactor OEM"  
[X Link](https://x.com/SmokeySnipe/status/1998942565266297330)  2025-12-11T02:27Z [---] followers, [---] engagements


"Nuclear is moving from story to schedule. If the U.S. executes even a modest build cadence Cameco becomes one of the cleanest ways to own the entire value chain. Not financial advice. DYOR. ☢📈"  
[X Link](https://x.com/SmokeySnipe/status/1998942566793048143)  2025-12-11T02:27Z [---] followers, [---] engagements


"@BrianFeroldi in your teens ;)"  
[X Link](https://x.com/SmokeySnipe/status/1998948455604171084)  2025-12-11T02:50Z [---] followers, [--] engagements


"@Kalshi Finally I can take a nap or drink behind the wheel"  
[X Link](https://x.com/SmokeySnipe/status/1998949059525226599)  2025-12-11T02:52Z [---] followers, [--] engagements


"@Mr_Derivatives Things could get ugly"  
[X Link](https://x.com/SmokeySnipe/status/1998966323267952690)  2025-12-11T04:01Z [---] followers, [--] engagements


"@Mr_Derivatives the dump is starting"  
[X Link](https://x.com/SmokeySnipe/status/1998967402999275545)  2025-12-11T04:05Z [---] followers, [---] engagements


"@TrendSpider I dont see $NVO coming back anytime soon"  
[X Link](https://x.com/SmokeySnipe/status/1999149593645195342)  2025-12-11T16:09Z [---] followers, [----] engagements


"@jared_shult Premium shell where I go is [---] a gallon"  
[X Link](https://x.com/SmokeySnipe/status/1999200934728012197)  2025-12-11T19:33Z [---] followers, [--] engagements


"@solana Solana is a more hype $ETH and I am here for it"  
[X Link](https://x.com/SmokeySnipe/status/1999234892505448761)  2025-12-11T21:48Z [---] followers, [---] engagements


"Deployment cadence continues to impress: [--] system starts in the quarter tying a record and beating expectations. Install times are now [--] months faster and the next-gen storage structure is expected to cut installation time by 50% as it ramps. (Ops TD Cowen)"  
[X Link](https://x.com/SmokeySnipe/status/1999327593993240912)  2025-12-12T03:56Z [---] followers, [--] engagements


"Backlog climbed again to $22.5B and $SYM now expects to realize 12% of backlog over the next [--] months implying $2.7B next-twelve-month revenue. Analysts highlight this as growing visibility even before next-gen systems hit full stride. (Ops Citi)"  
[X Link](https://x.com/SmokeySnipe/status/1999327595700408338)  2025-12-12T03:56Z [---] followers, [--] engagements


"FY26 is shaping up as back-half weighted: Q1 guide is strong Q2 relatively stable and analysts expect the acceleration to hit in H2 as new deployments and repriced backlog begin to convert. (Barclays)"  
[X Link](https://x.com/SmokeySnipe/status/1999327599328395320)  2025-12-12T03:57Z [---] followers, [--] engagements


"Valuation views diverge sharply across the Street: Oppenheimer PT $83 citing leadership in physical AI + long-term EBITDA scaling. Citi PT $70 raising multiple on improved execution & customer diversification. TD Cowen PT under review previously constructive. UBS PT $40 and Barclays PT $41 both more cautious around GreenBox + back-weighted execution risk. This dispersion shows just how polarizing and high-beta $SYM is right now"  
[X Link](https://x.com/SmokeySnipe/status/1999327602029285813)  2025-12-12T03:57Z [---] followers, [--] engagements


"But across all firms one theme is consistent: $SYM is executing margins are expanding customer breadth is improving and its tech lead is widening just as automation demand ramps across the supply chain"  
[X Link](https://x.com/SmokeySnipe/status/1999327604042760339)  2025-12-12T03:57Z [---] followers, [---] engagements


"✅ Final Takeaway: $SYM is emerging as a high-growth Physical AI compounder but with execution risk priced in both directions. DYOR not financial advice"  
[X Link](https://x.com/SmokeySnipe/status/1999327606324535769)  2025-12-12T03:57Z [---] followers, [---] engagements


"@TrendSpider $ASTS has gona bonkers. my head is spinning"  
[X Link](https://x.com/SmokeySnipe/status/1999329500342182366)  2025-12-12T04:04Z [---] followers, [----] engagements


"@Mr_Derivatives Congrats bro"  
[X Link](https://x.com/SmokeySnipe/status/1999331853602591131)  2025-12-12T04:13Z [---] followers, [--] engagements


"$UNH this is a no brainer for [----] and should be on everyones radar if they are looking for new positions. Couldn't be more bullish here"  
[X Link](https://x.com/SmokeySnipe/status/1999340838334398727)  2025-12-12T04:49Z [---] followers, [----] engagements


"@gemchange_ltd @Polymarket @PolymarketTrade This is fascinating and feel like this was inevitable"  
[X Link](https://x.com/SmokeySnipe/status/1999491144624083121)  2025-12-12T14:46Z [---] followers, [---] engagements


"@DeItaone Here we go this is the new sports betting but you can bet in life"  
[X Link](https://x.com/SmokeySnipe/status/1999507577831334002)  2025-12-12T15:52Z [---] followers, [---] engagements


"@KCTrades777 Thing is a monster"  
[X Link](https://x.com/SmokeySnipe/status/1999507648027263343)  2025-12-12T15:52Z [---] followers, [--] engagements


"@itslirrato @Polymarket @PolymarketTrade @OpenAI Gonna start tracking this guy"  
[X Link](https://x.com/SmokeySnipe/status/1999537612868944206)  2025-12-12T17:51Z [---] followers, [---] engagements


"@cryptorover Now we just need him to start a position in $BTC"  
[X Link](https://x.com/SmokeySnipe/status/1999539718527090693)  2025-12-12T17:59Z [---] followers, [---] engagements


"@SoFi_Insider Need to find the Vs in the market"  
[X Link](https://x.com/SmokeySnipe/status/1999556354982244736)  2025-12-12T19:05Z [---] followers, [---] engagements


"$LULU Earnings report has me feeling bullish"  
[X Link](https://x.com/SmokeySnipe/status/1999568842113134814)  2025-12-12T19:55Z [---] followers, [---] engagements


"@Mr_Derivatives One will follow the other which one will it be"  
[X Link](https://x.com/SmokeySnipe/status/1999594179467354587)  2025-12-12T21:36Z [---] followers, [--] engagements


"@Mr_Derivatives It was always coming"  
[X Link](https://x.com/SmokeySnipe/status/1999595228555022534)  2025-12-12T21:40Z [---] followers, [---] engagements


"Finished work a little early grabbed a black cold brew vente from $SBUX and hit the weights. Nothing better COFFEE MAKES YOU DIALED at the gym"  
[X Link](https://x.com/SmokeySnipe/status/1999597889056555120)  2025-12-12T21:51Z [---] followers, [---] engagements


"Daily reminder to keep stacking $BTC"  
[X Link](https://x.com/SmokeySnipe/status/1999598584392536329)  2025-12-12T21:53Z [---] followers, [---] engagements


"$SPY Interesting chart to end the week. The double top today and rejection was strong so we could see this come closer to the [---] EMA If the $VIX starts to spike then maybe it is time to get short but we will see"  
[X Link](https://x.com/SmokeySnipe/status/1999599992856613199)  2025-12-12T21:59Z [---] followers, [---] engagements


"@RockstarGames Bro why the fuck we still talking about GTA V lets move onto [--] already"  
[X Link](https://x.com/SmokeySnipe/status/1999621223672873156)  2025-12-12T23:23Z [---] followers, [----] engagements


"@growing_daniel Not for the faint of heart"  
[X Link](https://x.com/SmokeySnipe/status/1999621813278568584)  2025-12-12T23:26Z [---] followers, [--] engagements


"@shahh GT3 RS loading"  
[X Link](https://x.com/SmokeySnipe/status/1999621856400138525)  2025-12-12T23:26Z [---] followers, [--] engagements


"@wsbiso @RockstarGames [--] billion profit or total revenue"  
[X Link](https://x.com/SmokeySnipe/status/1999627433062834385)  2025-12-12T23:48Z [---] followers, [--] engagements


"Management says: Weve seen this movie before $DELL argues its better prepared than in prior cycles: Faster repricing Better pre-buying Tighter customer coordination They point to 15%+ EPS growth as the FY27 starting point well above Street"  
[X Link](https://x.com/SmokeySnipe/status/1999675888183705968)  2025-12-13T03:00Z [---] followers, [--] engagements


"PCs & core enterprise = quiet swing factors Outside AI: PCs growing low single digits (Win11 refresh muted so far) Non-AI servers & storage mixed Any PC rebound or storage inflection adds upside but its not guaranteed This uncertainty caps conviction"  
[X Link](https://x.com/SmokeySnipe/status/1999675889618227217)  2025-12-13T03:00Z [---] followers, [--] engagements


"@ExortusResearch Terrible take this is probally why you don't have an Audi 🤡"  
[X Link](https://x.com/SmokeySnipe/status/1999676311963582731)  2025-12-13T03:02Z [---] followers, [--] engagements


"Pic of the day: Clean baby blue M4 at a meet in August"  
[X Link](https://x.com/SmokeySnipe/status/2000013342845661188)  2025-12-14T01:21Z [---] followers, [---] engagements


"Is this too much to ask for"  
[X Link](https://x.com/SmokeySnipe/status/2000013449544478966)  2025-12-14T01:22Z [---] followers, [---] engagements


"The full AWS AI stack is coming together Bedrock usage ramping (most tokens run on Trainium) SageMaker adoption accelerating AgentCore hit GA with 1M+ SDK downloads NVDA partnership intact AWS plays both sides AWS is building the most flexible AI platform not just chips"  
[X Link](https://x.com/SmokeySnipe/status/2000331461803511913)  2025-12-14T22:25Z [---] followers, [---] engagements


"Bottom line / Call to action JPM PT: $305 Thesis: Buy the dip ahead of re: Invent. AWS clarity + AI scale + margin expansion = better stock performance into [----]. This selloff looks like opportunity not risk"  
[X Link](https://x.com/SmokeySnipe/status/2000331463238279253)  2025-12-14T22:25Z [---] followers, [---] engagements


"@EYakoby @BillAckman Innocent might be a stretch"  
[X Link](https://x.com/SmokeySnipe/status/2000397168260309382)  2025-12-15T02:47Z [---] followers, [--] engagements


"@farokh The 6x6 is a legendary car. These will never go down in value"  
[X Link](https://x.com/SmokeySnipe/status/2000578269947572410)  2025-12-15T14:46Z [---] followers, [--] engagements


"@Vivek4real_ The good ole rug pull"  
[X Link](https://x.com/SmokeySnipe/status/2000599281905103349)  2025-12-15T16:10Z [---] followers, [----] engagements


"$HIMS this bear flag looks like it just broke out and is going for a bigger move lower. Sub [--] incoming"  
[X Link](https://x.com/SmokeySnipe/status/2000608849179332811)  2025-12-15T16:48Z [---] followers, [----] engagements


"@theladyjane_ 0DTE options"  
[X Link](https://x.com/SmokeySnipe/status/2000658548628611581)  2025-12-15T20:05Z [---] followers, [--] engagements


"@cb_doge Tim Walz sucks"  
[X Link](https://x.com/SmokeySnipe/status/2000676440283476415)  2025-12-15T21:16Z [---] followers, [--] engagements


"@great_martis Hmm feels like Saylor's position is keeping this down as people want him to get liquidated before a run higher. Cannot have him become the $BTC bank"  
[X Link](https://x.com/SmokeySnipe/status/2000925548911190384)  2025-12-16T13:46Z [---] followers, [--] engagements


"@AlexGiovannetti I agree that Softbank's strategy is something to consider but they are not the only player or thing to consider so them omitting $SYM seems to have little to no impact. If they included it great but them leaving it out doesn't worry me"  
[X Link](https://x.com/SmokeySnipe/status/2000960080683131235)  2025-12-16T16:03Z [---] followers, [--] engagements


"$SPY double topped perfectly here and seems to be trading in this range. I anticipate we stay in this range for a month or two"  
[X Link](https://x.com/SmokeySnipe/status/2000970294711009697)  2025-12-16T16:44Z [---] followers, [----] engagements


"$OUST This level seems to be acting as support. If it does not hold here then things could get a lot worse"  
[X Link](https://x.com/SmokeySnipe/status/2000970796249047220)  2025-12-16T16:46Z [---] followers, [---] engagements


"$SMCI Looks like it wants to go and test some old support levels. This would be a much stronger buy in the 20s"  
[X Link](https://x.com/SmokeySnipe/status/2000974363646906674)  2025-12-16T17:00Z [---] followers, [----] engagements


"@AlexGiovannetti Fair concern GreenBox is a large part of backlog. But its not a normal customer risk: $SYM owns 35% provides the tech and contracts are already committed. SoftBank deck optics capital walking away. Real risk Concentration. Existential risk I dont think so"  
[X Link](https://x.com/SmokeySnipe/status/2001025063903269036)  2025-12-16T20:22Z [---] followers, [--] engagements


"@AlexGiovannetti Great point cash flow growth may slow but this seems to be priced in"  
[X Link](https://x.com/SmokeySnipe/status/2001025430556492041)  2025-12-16T20:23Z [---] followers, [--] engagements


"@StockMKTNewz Everyone is throwing out their old $NVDA chips for the new ones"  
[X Link](https://x.com/SmokeySnipe/status/2001040244179685654)  2025-12-16T21:22Z [---] followers, [---] engagements


"@OptionsBuffett What was the trade"  
[X Link](https://x.com/SmokeySnipe/status/2001041307628708208)  2025-12-16T21:26Z [---] followers, [----] engagements


"@WheelieInvestor I think that it is a wave not a bubble"  
[X Link](https://x.com/SmokeySnipe/status/2001303631996280974)  2025-12-17T14:49Z [---] followers, [--] engagements


"$HOOD Sell-Side read (Barclays + Goldman + Cantor) November metrics = trading cooled but the machine keeps compounding. Volumes down MoM deposits + margin up prediction markets quietly becoming real"  
[X Link](https://x.com/SmokeySnipe/status/2001364991795249475)  2025-12-17T18:52Z [---] followers, [---] engagements


"The clean read: November was a comedown from a hot October. Equities -37% MoM. Options -28% MoM. Crypto -12% MoM"  
[X Link](https://x.com/SmokeySnipe/status/2001364994504692075)  2025-12-17T18:52Z [---] followers, [--] engagements


"AUC slipped with markets: $325B down 56% MoM (first decline in months). Not shocking with weaker equity/crypto tape"  
[X Link](https://x.com/SmokeySnipe/status/2001365000598999183)  2025-12-17T18:52Z [---] followers, [--] engagements


"The real signal: leverage + lending ramp. Margin loans $16.8B +2% MoM and +147% YoY. Thats high-margin revenue when the cycle turns back up"  
[X Link](https://x.com/SmokeySnipe/status/2001365002566144067)  2025-12-17T18:52Z [---] followers, [--] engagements


"Prediction markets = the sleeper. Goldman shows event contracts 3B in Nov (+20% MoM 6x YoY). Cantor calls it a bright spot + points to the Dec [--] YES/NO event as a catalyst"  
[X Link](https://x.com/SmokeySnipe/status/2001365004667490683)  2025-12-17T18:52Z [---] followers, [--] engagements


"International optionality: Cantor flags $HOOD entering Indonesia via acquisitions (broker + licensed crypto trader) aiming to close 1H26. TAM expansion story continues"  
[X Link](https://x.com/SmokeySnipe/status/2001365006701728117)  2025-12-17T18:52Z [---] followers, [--] engagements


"$VRT hoping to see it use this old resistance as new support. if it falls below this area it will be a great buying opportunity"  
[X Link](https://x.com/SmokeySnipe/status/2001369578774106462)  2025-12-17T19:11Z [---] followers, [---] engagements


"$CRWD has rallied 148% since the massive outages in the summer of [----]. It was just noise all along. [---] coming"  
[X Link](https://x.com/SmokeySnipe/status/2001369940717375561)  2025-12-17T19:12Z [---] followers, [---] engagements


"$AMSC still waiting for this gap to fill. But it looks like we are going lower first. Once momentum flips this will be a great gap to target"  
[X Link](https://x.com/SmokeySnipe/status/2001370635059212636)  2025-12-17T19:15Z [---] followers, [---] engagements


"$ONDS starting to coil up before a large explosive move into the teens"  
[X Link](https://x.com/SmokeySnipe/status/2001372490212479192)  2025-12-17T19:22Z [---] followers, [----] engagements


"@hush_web3 Walmart Mr beast"  
[X Link](https://x.com/SmokeySnipe/status/2001492454043005122)  2025-12-18T03:19Z [---] followers, [--] engagements


"@not_rekt_11 Aint his first rodeo"  
[X Link](https://x.com/SmokeySnipe/status/2001506556265795788)  2025-12-18T04:15Z [---] followers, [---] engagements


"@Divegod Shake shack you can always rely on and is STRONG"  
[X Link](https://x.com/SmokeySnipe/status/2001837046663409796)  2025-12-19T02:08Z [---] followers, [---] engagements


"@MindMatterMoney Is it age [--] now or rewind the clock / year"  
[X Link](https://x.com/SmokeySnipe/status/2001838635776446660)  2025-12-19T02:14Z [---] followers, [---] engagements


"@zoomyzoomm Don't hold the rope to hard when it is going down"  
[X Link](https://x.com/SmokeySnipe/status/2001839740329640062)  2025-12-19T02:19Z [---] followers, [---] engagements


"$NVDA is this head and shoulds going to play out. Would be a juicy short"  
[X Link](https://x.com/SmokeySnipe/status/2001842492019478651)  2025-12-19T02:30Z [---] followers, [----] engagements


"$HOOD under the [---] day EMA looks like a bullish spot to be adding if you are still bullish. The Yes/No presentation certainly made me more bullish"  
[X Link](https://x.com/SmokeySnipe/status/2001843261636513903)  2025-12-19T02:33Z [---] followers, [----] engagements


"After reading through Cantors sell-side on $MSTR this wasnt a bearish downgrade. It was a reality check on structure not thesis. The Street is scared. The setup is cleaner than it looks"  
[X Link](https://x.com/SmokeySnipe/status/2001850305152192691)  2025-12-19T03:01Z [---] followers, [---] engagements


"Headline everyone fixated on: PT cut from $560 $229. What actually happened: Bitcoin pulled back mNAV compressed Capital markets assumptions normalized No thesis break. Just math"  
[X Link](https://x.com/SmokeySnipe/status/2001850307987542291)  2025-12-19T03:01Z [---] followers, [--] engagements


"Lets talk mNAV because thats the whole game. Fully adjusted mNAV 1.18x. Thats after: converts preferreds USD reserve This is not bubble pricing. This is mid-cycle pricing"  
[X Link](https://x.com/SmokeySnipe/status/2001850310013419847)  2025-12-19T03:01Z [---] followers, [--] engagements


"The real change: Treasury engine expectations got slashed. Capital raises: $22.5B $7.8B Raise multiple: 1.6x 1.25x mNAV Treasury value went from $364/share $74/share. Thats the entire PT cut"  
[X Link](https://x.com/SmokeySnipe/status/2001850313045872797)  2025-12-19T03:01Z [---] followers, [--] engagements


"Fear checklist from the report: Forced BTC selling Not warranted Debt wall None until [----] Dividend coverage [--] months cash Black swan risk Overstated This isnt a liquidation story"  
[X Link](https://x.com/SmokeySnipe/status/2001850314786484401)  2025-12-19T03:01Z [---] followers, [--] engagements


"What is a real overhang: Index risk. If MSCI tightens rules on digital asset exposure passive funds could be forced sellers. Thats flow pressure. Not fundamentals"  
[X Link](https://x.com/SmokeySnipe/status/2001850316476887044)  2025-12-19T03:01Z [---] followers, [--] engagements


"Bottom line: $MSTR is still a leveraged Bitcoin equity with: No near-term solvency risk Positive convexity to BTC upside Temporary multiple compression If youre bearish on BTC stay away. If youre long BTC this setup is cleaner not broken. More sell-side breakdowns coming"  
[X Link](https://x.com/SmokeySnipe/status/2001850317969789089)  2025-12-19T03:01Z [---] followers, [---] engagements


"$MSTR daily looks ugly. No way around it. Hard downtrend. Lower highs lower lows. Lost the [--] [---] and now living under the [---] DMA. Momentum still pointing down. This is where fundamentals start to matter more than charts. If BTC stabilizes this is value territory. If not knives can keep falling. https://twitter.com/i/web/status/2001852077211799710 https://twitter.com/i/web/status/2001852077211799710"  
[X Link](https://x.com/SmokeySnipe/status/2001852077211799710)  2025-12-19T03:08Z [---] followers, [---] engagements


"$COST weekly still in a long-term uptrend. Pulled back to the [---] EMA after a monster run. Momentum cooling not collapsing. This is digestion not distribution. If this loses the [---] risk increases. If it holds another leg higher later in [----] wouldnt surprise me"  
[X Link](https://x.com/SmokeySnipe/status/2001854618356322685)  2025-12-19T03:18Z [---] followers, [---] engagements


"Key point the sell-side actually got right: This is a platform deal. Roboteams AI command hub plugs directly into: Optimus ISR Iron Drone Raider Sentrycs counter-UAS Air + ground + cyber. One control layer. Thats what the DoD wants"  
[X Link](https://x.com/SmokeySnipe/status/2002221821295517963)  2025-12-20T03:37Z [---] followers, [--] engagements


"The part I disagree with: guidance. $ONDS says Roboteam does $30M+ in [----] revenue. Oppenheimer quietly says closer to $40M. I think even thats conservative if procurement accelerates. They already have $20M+ in orders in hand"  
[X Link](https://x.com/SmokeySnipe/status/2002221823979577596)  2025-12-20T03:37Z [---] followers, [---] engagements


"Valuation check: $ONDS paid 2x [----] revenue. 1x [----] revenue. For defense robotics with live deployments. Thats cheap. Full stop. Public markets dont price hardware + software stacks correctly until its obvious"  
[X Link](https://x.com/SmokeySnipe/status/2002221826051539419)  2025-12-20T03:37Z [---] followers, [---] engagements


"The bigger shift: $ONDS is no longer just drones. Its becoming an unmanned systems integrator: ISR Counter-UAS Autonomous ground vehicles Unified command & control Thats how you move from product to program-of-record"  
[X Link](https://x.com/SmokeySnipe/status/2002221827591168040)  2025-12-20T03:37Z [---] followers, [---] engagements


"Risks Obviously. Integration Cash burn Execution Government timing But thats the price of early-cycle defense tech. You dont get asymmetric returns without discomfort"  
[X Link](https://x.com/SmokeySnipe/status/2002221831349211512)  2025-12-20T03:37Z [---] followers, [---] engagements


"Bottom line: This deal moves $ONDS from speculative drone name multi-domain unmanned platform company. Thats a different multiple. The market just hasnt caught up yet. Im watching this one closely"  
[X Link](https://x.com/SmokeySnipe/status/2002221833874178490)  2025-12-20T03:37Z [---] followers, [---] engagements


"$ONDS This wedge forming alongside the increase in daily trading volume is creating an A+ set up paired with the drone focus from the DoD Very bullish here"  
[X Link](https://x.com/SmokeySnipe/status/2002222335135301740)  2025-12-20T03:39Z [---] followers, [----] engagements


"$PLTR This is starting to look a little dicey an opportunity to load could be on the horizon"  
[X Link](https://x.com/SmokeySnipe/status/2002228328082886951)  2025-12-20T04:03Z [---] followers, [---] engagements


"All of the important parts are redacted from the Epstein files this is a joke"  
[X Link](https://x.com/SmokeySnipe/status/2002228745378173060)  2025-12-20T04:05Z [---] followers, [---] engagements


"Bruh Anthony Joshua looking DOWN at Jake as he stares up with an earring. Someone just put $6.5 MILLION on Jake Paul to lose 💀 https://t.co/ZcHU9dxPxU Someone just put $6.5 MILLION on Jake Paul to lose 💀 https://t.co/ZcHU9dxPxU"  
[X Link](https://x.com/SmokeySnipe/status/2002563485272887793)  2025-12-21T02:15Z [---] followers, [---] engagements


"@Kalshi Space is infinite. Wouldnt surprise me"  
[X Link](https://x.com/SmokeySnipe/status/2002564718280712499)  2025-12-21T02:20Z [---] followers, [--] engagements


"@incognitoStunna Women have become consistently more attractive every year while men it is a much slower climb"  
[X Link](https://x.com/SmokeySnipe/status/2002768837612331238)  2025-12-21T15:51Z [---] followers, [----] engagements


"Wild how narratives change. A screenshot making the rounds suggests Tom Lees once-bullish 7k $ETH December target has shifted to [----] sometime next year alongside calls for a major equity pullback and crypto underperforming. Quite the pivot"  
[X Link](https://x.com/SmokeySnipe/status/2002779520802410859)  2025-12-21T16:33Z [---] followers, [---] engagements


"$LUNR 14% day Friday with a lot of volume to back it up. Will this have a $RKLB type of move with SpaceX IPO on the horizon"  
[X Link](https://x.com/SmokeySnipe/status/2002780967866650786)  2025-12-21T16:39Z [---] followers, [---] engagements


"$RCAT Feels like a low momentum zone but a solid spot to add if your bullish on the future"  
[X Link](https://x.com/SmokeySnipe/status/2002781286457643480)  2025-12-21T16:40Z [---] followers, [---] engagements


"@coldcallsniper Such a clean UI"  
[X Link](https://x.com/SmokeySnipe/status/2002835277497405726)  2025-12-21T20:15Z [---] followers, [---] engagements


"If your bullish on $BABA around the [---] mark is not a bad place to start looking for entries"  
[X Link](https://x.com/SmokeySnipe/status/2002845720173494721)  2025-12-21T20:56Z [---] followers, [----] engagements


"$CAVA what a wild run from early IPO rug pull to face ripping run all to come crashing back to IPO levels my neck hurts from whiplash"  
[X Link](https://x.com/SmokeySnipe/status/2002847755551879426)  2025-12-21T21:04Z [---] followers, [---] engagements


"Pic of the day: Aston Martin vantage spotted on the mass pike today"  
[X Link](https://x.com/SmokeySnipe/status/2002855074822054275)  2025-12-21T21:33Z [---] followers, [---] engagements


"$PATH trading volume is spiking and yet it is still trading in its all time low range. Could be time for a trend change"  
[X Link](https://x.com/SmokeySnipe/status/2002859955406151724)  2025-12-21T21:53Z [---] followers, [----] engagements


"$ENPH waiting for [--] extremely interesting chart considering the different political climates it has been through surrounding solar. Something to keep your eye on for sure"  
[X Link](https://x.com/SmokeySnipe/status/2002860661769224689)  2025-12-21T21:56Z [---] followers, [----] engagements


"@NickJFuentes @HappyPunch I geeked seeing Fuentes comment on this"  
[X Link](https://x.com/SmokeySnipe/status/2002862018424918353)  2025-12-21T22:01Z [---] followers, [---] engagements


"Anthony Joshua looked like he was beating up a homeless man"  
[X Link](https://x.com/SmokeySnipe/status/2002866937764925675)  2025-12-21T22:21Z [---] followers, [---] engagements


"@coldcallsniper or $SBUX"  
[X Link](https://x.com/SmokeySnipe/status/2002875061544579503)  2025-12-21T22:53Z [---] followers, [--] engagements


"Met the boys up at killington for a wicked ski session"  
[X Link](https://x.com/SmokeySnipe/status/2002907147055632395)  2025-12-22T01:00Z [---] followers, [---] engagements


"@MrWonderful90 We will see. It has been bleeding badly"  
[X Link](https://x.com/SmokeySnipe/status/2002921621762584908)  2025-12-22T01:58Z [---] followers, [--] engagements


"Me and the homie getting ready to hit the bars in our lucky shirts"  
[X Link](https://x.com/SmokeySnipe/status/2002926354824847436)  2025-12-22T02:17Z [---] followers, [---] engagements


"@remarks This would be a baller move and the USA would be fine but the other nations would not be able to hold it together"  
[X Link](https://x.com/SmokeySnipe/status/2002937002547872163)  2025-12-22T02:59Z [---] followers, [---] engagements


"@liz_churchill10 Perfect timing with the Epstein files"  
[X Link](https://x.com/SmokeySnipe/status/2002937208853115282)  2025-12-22T03:00Z [---] followers, [----] engagements


"@Kalshi God my chair feels hot"  
[X Link](https://x.com/SmokeySnipe/status/2002940793741525080)  2025-12-22T03:14Z [---] followers, [--] engagements


"$ACHR Interesting level here with solid upside. Would love to see further drone expansion effort"  
[X Link](https://x.com/SmokeySnipe/status/2002941347465162923)  2025-12-22T03:16Z [---] followers, [----] engagements


"Archer ( $ACHR ) didnt just announce another partnership. It quietly validated its tech with the Pentagon-adjacent crowd. This is about Anduril drones and why flying taxis was never the real endgame"  
[X Link](https://x.com/SmokeySnipe/status/2002946051255460266)  2025-12-22T03:35Z [---] followers, [----] engagements


"At Dubai Air Show $ACHR agreed to supply its electric powertrain to Anduril. Used on Omen a hybrid VTOL military drone. First external customer for Archers in-house tech. Thats the tell"  
[X Link](https://x.com/SmokeySnipe/status/2002946055063929332)  2025-12-22T03:35Z [---] followers, [---] engagements


"Initial order: [--] units $100150M total. Financially Small. Strategically Huge. It validates Archers ability to manufacture defense-grade hardware at scale. $ACHR"  
[X Link](https://x.com/SmokeySnipe/status/2002946060654911670)  2025-12-22T03:35Z [---] followers, [---] engagements


"Key nuance: $ACHR isnt building the airframe. Theyre the supplier. That means: Monetize R&D No certification burden No go-to-market risk High optionality Cleanest version of defense exposure"  
[X Link](https://x.com/SmokeySnipe/status/2002946062399713417)  2025-12-22T03:35Z [---] followers, [---] engagements


"If this becomes a template and management says others are already calling $ACHR stops being eVTOL hype and starts looking like a defense powertrain platform. Different multiple. Different investor base. Different story. Markets not pricing that yet"  
[X Link](https://x.com/SmokeySnipe/status/2002946064156873131)  2025-12-22T03:35Z [---] followers, [---] engagements


"@Kalshi If they do not do this then they will loose younger clients"  
[X Link](https://x.com/SmokeySnipe/status/2003250416684007699)  2025-12-22T23:44Z [---] followers, [--] engagements


"Performance in 2025: S&P 500: 17% Nasdaq: 21% Gold: 69% Silver 134% Bitcoin: -4%"  
[X Link](https://x.com/SmokeySnipe/status/2003250761711669304)  2025-12-22T23:46Z [---] followers, [---] engagements


"@LeadingReport using polymarket to predict election outcomes is comedy"  
[X Link](https://x.com/SmokeySnipe/status/2003252797173825811)  2025-12-22T23:54Z [---] followers, [---] engagements


"@Kalshi I see it being quietly green into the new year"  
[X Link](https://x.com/SmokeySnipe/status/2003253271272784304)  2025-12-22T23:56Z [---] followers, [--] engagements


"@Polymarket The tariff beast"  
[X Link](https://x.com/SmokeySnipe/status/2003278449079914723)  2025-12-23T01:36Z [---] followers, [--] engagements


"$ONDS It wants to break out an into the teens so bad. Any day now this will explode"  
[X Link](https://x.com/SmokeySnipe/status/2003279001452970132)  2025-12-23T01:38Z [---] followers, [----] engagements


"$AMZN been trading in this range for a while now Only a 13% move to all time highs"  
[X Link](https://x.com/SmokeySnipe/status/2003279721291973099)  2025-12-23T01:41Z [---] followers, [----] engagements


"$CRWD Higher lows. Trend could not be more clear 17% off all time highs"  
[X Link](https://x.com/SmokeySnipe/status/2003280169541468523)  2025-12-23T01:43Z [---] followers, [---] engagements


"@Polymarket I hope they do"  
[X Link](https://x.com/SmokeySnipe/status/2003280555555848415)  2025-12-23T01:44Z [---] followers, [--] engagements


"$DELL Very clear head and shoulder forming. This could get ugly"  
[X Link](https://x.com/SmokeySnipe/status/2003281281065582864)  2025-12-23T01:47Z [---] followers, [---] engagements


"@jrouldz I let $RKLB go wayyy to early"  
[X Link](https://x.com/SmokeySnipe/status/2003285058157969753)  2025-12-23T02:02Z [---] followers, [---] engagements


"@BillAckman This guy is a classic"  
[X Link](https://x.com/SmokeySnipe/status/2003285455358558431)  2025-12-23T02:04Z [---] followers, [--] engagements


"@MoonDevOnYT Cal she has no waiting line Polymarket you have to wait to get into"  
[X Link](https://x.com/SmokeySnipe/status/2003306723126182378)  2025-12-23T03:28Z [---] followers, [--] engagements


"@RJCcapital Sometimes all you need are some diamond hands"  
[X Link](https://x.com/SmokeySnipe/status/2003307346785976759)  2025-12-23T03:31Z [---] followers, [---] engagements


"2025 August Unemployment Rate by Metropolitan Statistical Area (Percent)"  
[X Link](https://x.com/SmokeySnipe/status/2003318198997815593)  2025-12-23T04:14Z [---] followers, [---] engagements


"Consumer Price Index for All Urban Consumers: All Items in U.S. City Average The slope seems to get getting steeper"  
[X Link](https://x.com/SmokeySnipe/status/2003318855972847831)  2025-12-23T04:16Z [---] followers, [---] engagements


"Velocity of M2 Money Stock The velocity of money is the frequency at which one unit of currency is used to purchase domestically- produced goods and services within a given time period. In other words it is the number of times one dollar is spent to buy goods and services per unit of time. If the velocity of money is increasing then more transactions are occurring between individuals in an economy. Interesting graph. Shows the strength and weakness of the economy https://twitter.com/i/web/status/2003320007485227140 https://twitter.com/i/web/status/2003320007485227140"  
[X Link](https://x.com/SmokeySnipe/status/2003320007485227140)  2025-12-23T04:21Z [---] followers, [---] engagements


"Equinox + Black coffee + flops = sick pump"  
[X Link](https://x.com/SmokeySnipe/status/2003520439021384132)  2025-12-23T17:37Z [---] followers, [---] engagements


"@stagwell It was always the way"  
[X Link](https://x.com/SmokeySnipe/status/2003609228527947798)  2025-12-23T23:30Z [---] followers, [--] engagements


"$AMSC eyeing this gap for the earnings in February"  
[X Link](https://x.com/SmokeySnipe/status/2003610396931006810)  2025-12-23T23:35Z [---] followers, [---] engagements


"$TSLA flirting with breaking out to new highs. Stuck here for now"  
[X Link](https://x.com/SmokeySnipe/status/2003610633619530184)  2025-12-23T23:36Z [---] followers, [---] engagements


"$RDW is squeezing. The massive increase in volume make this due for a massive pop any day"  
[X Link](https://x.com/SmokeySnipe/status/2003627560060793047)  2025-12-24T00:43Z [---] followers, [----] engagements


"Everyone wrote off $RDW after the hype cycle. Sell side just reset expectations and quietly rebuilt the bull case. Defense + space infrastructure + drones + in-space manufacturing. Lets break down what actually matters 👇"  
[X Link](https://x.com/SmokeySnipe/status/2003664711863406902)  2025-12-24T03:11Z [---] followers, [----] engagements


"$RDW isnt a space tourism stock. Its space + defense infrastructure: Satellite power systems (ROSA) Defense drones (Stalker Penguin) In-space manufacturing National security customers Real hardware. Real contracts"  
[X Link](https://x.com/SmokeySnipe/status/2003664714937815151)  2025-12-24T03:11Z [---] followers, [---] engagements


"Big change highlighted by both banks: $RDW has pivoted away from commoditized space components toward non-commoditized defense & national security systems Translation: higher margins stickier revenue fewer competitors"  
[X Link](https://x.com/SmokeySnipe/status/2003664716925718528)  2025-12-24T03:11Z [---] followers, [---] engagements


"Drones now account for 50%+ of revenue with 4550% gross margins. Key asset: Stalker UAS 18+ hour endurance Silent fuel-cell propulsion Competing with much larger drones U.S. Army LRR program = [----] units / $1B+ TAM"  
[X Link](https://x.com/SmokeySnipe/status/2003664718414921878)  2025-12-24T03:11Z [---] followers, [---] engagements


"$RDW 's Roll-Out Solar Array (ROSA) is a sleeper asset. 100% on-orbit success rate ISS NASA DART commercial stations No true peer equivalent Analysts flag ROSA as structurally advantaged IP not a commodity"  
[X Link](https://x.com/SmokeySnipe/status/2003664720470139038)  2025-12-24T03:11Z [---] followers, [---] engagements


"Heres the optionality people forget: In-space manufacturing Microgravity pharma R&D Space-based data centers for AI Not priced today but sell side explicitly calls this future royalty-style upside"  
[X Link](https://x.com/SmokeySnipe/status/2003664722055631033)  2025-12-24T03:11Z [---] followers, [---] engagements


"Expectations were cut and thats the point. [----] = transition year Profitability improves into [----] EBITDA inflection expected Cantor now frames this as a constructive base to beat & raise story"  
[X Link](https://x.com/SmokeySnipe/status/2003664723938803714)  2025-12-24T03:11Z [---] followers, [---] engagements


"Current price $78 Canaccord PT: $11 Cantor PT: $9 Both assume defense-tech multiples not space hype. Upside comes from execution not narratives"  
[X Link](https://x.com/SmokeySnipe/status/2003664725566193803)  2025-12-24T03:11Z [---] followers, [---] engagements


"$RDW weekly chart Long correction. Volatility crushed. Descending trendline compression. This is what bases look like before fundamentals catch up. Risk defined. Upside asymmetric"  
[X Link](https://x.com/SmokeySnipe/status/2003664727801757795)  2025-12-24T03:11Z [---] followers, [---] engagements


"$RDW isnt a moonshot its a reset cycle. Defense budgets rising. Drone demand accelerating. Space infrastructure becoming strategic. The easy hype is gone"  
[X Link](https://x.com/SmokeySnipe/status/2003664730439999690)  2025-12-24T03:11Z [---] followers, [---] engagements


"@unusual_whales Better than a mild red day. I had a feeling the week of Christmas would be lightly green"  
[X Link](https://x.com/SmokeySnipe/status/2003671633094168925)  2025-12-24T03:38Z [---] followers, [--] engagements


"@Polymarket Why does your app version look different to the browser version"  
[X Link](https://x.com/SmokeySnipe/status/2003672528175190354)  2025-12-24T03:42Z [---] followers, [--] engagements


"@CGInvesting10 $SCHD $VOO $SPY (because of the expense ratio) $MOAT $QQQ $TQQQ $VTI $ARKK"  
[X Link](https://x.com/SmokeySnipe/status/2003673061892170012)  2025-12-24T03:44Z [---] followers, [---] engagements


"@CGInvesting10 Of course. This is what X is for. Whats youre fav stock right now"  
[X Link](https://x.com/SmokeySnipe/status/2003679911421391099)  2025-12-24T04:11Z [---] followers, [--] engagements


"$HOOD chopping here it either wants to go back to [---] or start a move to 150+ either move is on the table here"  
[X Link](https://x.com/SmokeySnipe/status/2003878669740396974)  2025-12-24T17:21Z [---] followers, [---] engagements


"@zoomyzoomm Finally someone with a bearish take. I second this"  
[X Link](https://x.com/SmokeySnipe/status/2003951006665916449)  2025-12-24T22:08Z [---] followers, [---] engagements


"@Lea_EFC No amount of money you could pay me to break my bones"  
[X Link](https://x.com/SmokeySnipe/status/2003951456014291379)  2025-12-24T22:10Z [---] followers, [---] engagements


"@litcapital And they said it was gonna crash. Always knew we were due for ATHs for Christmas"  
[X Link](https://x.com/SmokeySnipe/status/2004284151600762899)  2025-12-25T20:12Z [---] followers, [--] engagements


"@BarbellFi The dividend portfolio is an unmatched way to generate passive income"  
[X Link](https://x.com/SmokeySnipe/status/2004284399249248313)  2025-12-25T20:13Z [---] followers, [---] engagements


"@JeffNadu The files were very damming"  
[X Link](https://x.com/SmokeySnipe/status/2004297151862788187)  2025-12-25T21:04Z [---] followers, [---] engagements


"@FDSportsbook Sports betting is dying prediction markets are the future"  
[X Link](https://x.com/SmokeySnipe/status/2004325938163822629)  2025-12-25T22:58Z [---] followers, [---] engagements


"@stagwell Why do you keep posting this. Like we get it"  
[X Link](https://x.com/SmokeySnipe/status/2004690112911999376)  2025-12-26T23:05Z [---] followers, [--] engagements


"63.89% YTD gains in my portfolio of hand picked stocks Top [--] Holding: $HOOD = 21% $PLTR = 15% $CRWD = 9%"  
[X Link](https://x.com/SmokeySnipe/status/2004692097497268626)  2025-12-26T23:13Z [---] followers, [---] engagements


"@JesseCohenInv Breakout. can't wait for the check down"  
[X Link](https://x.com/SmokeySnipe/status/2004786308007551173)  2025-12-27T05:27Z [---] followers, [---] engagements


"@WheelieInvestor the dollar to buy $HOOD shares and beat thw silvers return"  
[X Link](https://x.com/SmokeySnipe/status/2004792692631634300)  2025-12-27T05:53Z [---] followers, [---] engagements


"@elonmusk Social media is daycare for adults these days"  
[X Link](https://x.com/SmokeySnipe/status/2005090629932712155)  2025-12-28T01:37Z [---] followers, [---] engagements


"@mcsquared34 They can't miss"  
[X Link](https://x.com/SmokeySnipe/status/2005131196058272245)  2025-12-28T04:18Z [---] followers, [---] engagements


"@alc2022 Regulation is priced in"  
[X Link](https://x.com/SmokeySnipe/status/2005131529593184289)  2025-12-28T04:19Z [---] followers, [--] engagements


"@Kalshi Finally this guy will go to jail. We have all been waiting for this"  
[X Link](https://x.com/SmokeySnipe/status/2005131678365405414)  2025-12-28T04:20Z [---] followers, [--] engagements


"Employed full time: Median usual weekly real earnings: Wage and salary workers: [--] years and over People love to think the 80s were better comparatively to today when in reality the median income is around 20% higher meaning people do make more money. (inflation is included)"  
[X Link](https://x.com/SmokeySnipe/status/2005356356895932634)  2025-12-28T19:13Z [---] followers, [--] engagements


"@elonmusk @Starlink At this point Fortnite will outlive humans"  
[X Link](https://x.com/SmokeySnipe/status/2005367457566138687)  2025-12-28T19:57Z [---] followers, [--] engagements

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