[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @StockSavvyShay Shay Boloor NVIDIA ($NVDA) continues to dominate the AI landscape, with its market value now surpassing several major tech companies and its CEO announcing a massive $XXX billion business opportunity over the next six quarters. Tesla ($TSLA) is also making significant strides in AI, with Elon Musk announcing plans to build a X million-unit Optimus line and a XX million-unit line, marking a major milestone in humanoid robotics. Several other companies, including Palantir ($PLTR), Amazon ($AMZN), and Microsoft ($MSFT), are also advancing their AI capabilities and partnerships, driving growth and innovation in the sector. ### Engagements: XXXXXXXXX [#](/creator/twitter::1096436452576047104/interactions)  - X Week XXXXXXXXXX +25% - X Month XXXXXXXXXX -XX% - X Months XXXXXXXXXXX +39% - X Year XXXXXXXXXXX +294% ### Mentions: XXX [#](/creator/twitter::1096436452576047104/posts_active)  - X Week XXX -XX% - X Month XXXXX -XX% - X Months XXXXX +28% - X Year XXXXX +44% ### Followers: XXXXXXX [#](/creator/twitter::1096436452576047104/followers)  - X Week XXXXXXX +1% - X Month XXXXXXX +5.20% - X Months XXXXXXX +73% - X Year XXXXXXX +240% ### CreatorRank: XXXXXX [#](/creator/twitter::1096436452576047104/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #155 [technology brands](/list/technology-brands) #1626 [finance](/list/finance) #609 [cryptocurrencies](/list/cryptocurrencies) #478 [automotive brands](/list/automotive-brands) #4457 [countries](/list/countries) #6191 [celebrities](/list/celebrities) XXXX% [social networks](/list/social-networks) XXXX% [fashion brands](/list/fashion-brands) XXXX% [products](/list/products) XXXX% **Social topic influence** [ai](/topic/ai) #988, [$nvda](/topic/$nvda) #25, [$googl](/topic/$googl) #94, [nvda](/topic/nvda) #15, [$iren](/topic/$iren) #4, [$amzn](/topic/$amzn) #21, [$oklo](/topic/$oklo) #3, [$eose](/topic/$eose) #4, [$cifr](/topic/$cifr) #18, [$meta](/topic/$meta) #2 **Top accounts mentioned or mentioned by** [@stocksavytrack](/creator/undefined) [@grok](/creator/undefined) [@aviadlerden](/creator/undefined) [@k2__investment](/creator/undefined) [@runyourlegacy](/creator/undefined) [@juliafraser51](/creator/undefined) [@zooeysanders__](/creator/undefined) [@lintrix_x](/creator/undefined) [@william_r2rclub](/creator/undefined) [@bedurion](/creator/undefined) [@milomarkets](/creator/undefined) [@polymarketmoney](/creator/undefined) [@discountedbtc](/creator/undefined) [@tonitrades_](/creator/undefined) [@yownkgg](/creator/undefined) [@zooeyellison__](/creator/undefined) [@meeijer](/creator/undefined) [@freesites_com](/creator/undefined) [@zeropropnet](/creator/undefined) [@mobufzfp4mq5byj](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [IREN Limited (IREN)](/topic/$iren) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oklo Inc. (OKLO)](/topic/$oklo) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir (PLTR)](/topic/$pltr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Tesla, Inc. (TSLA)](/topic/$tsla) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Microsoft Corp. (MSFT)](/topic/$msft) [RAI Finance (SOFI)](/topic/$sofi) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Constellation Energy Corp (CEG)](/topic/$ceg) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Vistra, Corp. (VST)](/topic/$vst) [Cameco Corporation (CCJ)](/topic/$ccj) [Open Custody Protocol (OPEN)](/topic/$open) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [retard to retired (R/R)](/topic/$rr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Vertiv Holdings Co (VRT)](/topic/$vrt) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [MP Materials Corp. (MP)](/topic/$mp) [IonQ, Inc. (IONQ)](/topic/$ionq) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Netflix Inc (NFLX)](/topic/$nflx) [UiPath, Inc. (PATH)](/topic/$path) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [MercadoLibre Inc (MELI)](/topic/$meli) [TeraWulf Inc. (WULF)](/topic/$wulf) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Intel Corporation (INTC)](/topic/$intc) [NuScale Power Corporation (SMR)](/topic/$smr) [Centrus Energy Corp. (LEU)](/topic/$leu) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Richtech Robotics Inc. Class B Common Stock (RR)](/topic/richtech-robotics) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Planet Labs PBC (PL)](/topic/$pl) [Micron Technology, Inc. (MU)](/topic/$mu) [Bitcoin (BTC)](/topic/bitcoin) [Snowflake, Inc. (SNOW)](/topic/$snow) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Apple, Inc. (AAPL)](/topic/$aapl) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [MongoDB, Inc. (MDB)](/topic/$mdb) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Lemonade, Inc. (LMND)](/topic/$lmnd) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Cream (CRM)](/topic/$crm) [Okta Inc (OKTA)](/topic/$okta) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [Axon Enterprise, Inc. (AXON)](/topic/$axon) ### Top Social Posts Top posts by engagements in the last XX hours "$NVDA partners with $PCG's Diablo Canyon Nuclear Plant to bring AI systems onsite -- marking its entry into nuclear energy 👀" [X Link](https://x.com/StockSavvyShay/status/1856756349935521838) 2024-11-13T17:49Z 314.8K followers, 150.3K engagements "Genomic stocks are still in the early innings but they have all been CRUSHED over the past two years -- so much so that many of these names are trading close to their cash value 🤯 $CRSP $DNA $NTLA $BEAM $TWST $VERV $PRME $EDIT $CRBU $SANA $ARKG $XBI" [X Link](https://x.com/StockSavvyShay/status/1906314731226640805) 2025-03-30T11:57Z 314.8K followers, 85.8K engagements "10 SETUPS IM TRACKING FOR AUGUST X. $SOFI SoFi X. $AMD Advanced Micro Devices X. $PANW Palo Alto Networks X. $UNH UnitedHealth Group X. $HOOD Robinhood X. $EOSE Eos Energy X. $NVO Novo Nordisk X. $AMZN Amazon X. $RKLB Rocket Lab XX. $RDDT Reddit" [X Link](https://x.com/StockSavvyShay/status/1952011446902243770) 2025-08-03T14:19Z 314.8K followers, 245.3K engagements "MY ACTIVE SMALL-CAP WATCHLIST X. $IREN Iris Energy X. $JOBY Joby Aviation X. $OSCR Oscar Health X. $ONDS Ondas X. $RCAT Red Cat X. $OUST Ouster X. $OKLO Oklo X. $LMND Lemonade X. $RR Richtech Robotics XX. $HIMS Hims & Hers" [X Link](https://x.com/StockSavvyShay/status/1969024451728605341) 2025-09-19T13:03Z 314.8K followers, 257.7K engagements "$SNAP UP MORE THAN XX% IN OVERNIGHT TRADING 😳" [X Link](https://x.com/StockSavvyShay/status/1969919554127315245) 2025-09-22T00:19Z 314.8K followers, 209.4K engagements "TOP X ACTIVE WATCHLIST FOR BOTH PORTFOLIOS Growth X. $GOOGL Alphabet X. $OKLO Oklo X. $IREN IREN X. $NBIS Nebius X. $ISRG Intuitive Surgical Small-Cap X. $ONDS Ondas X. $RR Richtech Robotics X. $OSCR Oscar X. $CIFR Cipher Mining X. $PRCT PROCEPT BioRobotics" [X Link](https://x.com/StockSavvyShay/status/1971934240360353820) 2025-09-27T13:45Z 314.8K followers, 166.2K engagements "8 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS X. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA $AVGO & $QCOM are the engines & nervous system that let the robots sense and act. X. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD X. $TSLA $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing. X. $GOOGL $AMZN & $MSFT supply the AI data layer that connects every machine while $ROK & $ZBRA provide the controls scanners & mobile robots that keep" [X Link](https://x.com/StockSavvyShay/status/1974453264516362439) 2025-10-04T12:35Z 314.8K followers, 725.9K engagements "PEG RATIO IS THE MOST SLEPT-ON VALUATION METRIC PEG X usually means mispriced growth PEG X is where you start hitting the danger zone PEG ratios right now: $HOOD 6.6x $CIFR 4.3x $HIMS 3.4x $AAPL 3.3x $ORCL 3.1x $MSFT 2.4x $PLTR 1.8x $CRM 1.8x $AMD 1.8x $AMZN 1.6x $ASML 1.5x $META 1.4x $ADBE 1.2x $AVGO 1.1x $GOOGL 1.0x $PYPL 0.9x $TSM 0.7x $NVDA 0.7x $SOFI 0.6x $IREN 0.3x" [X Link](https://x.com/StockSavvyShay/status/1974838017815957797) 2025-10-05T14:04Z 314.8K followers, 483.4K engagements "WATCH THESE KEY FIB LEVELS THIS EARNINGS SEASON AI Utility $IREN -- $XX $NBIS -- $XX $CIFR -- $XX $CRWV -- $XXX $GLXY -- $XX AI Power $EOSE -- $XX $VST -- $XXX $NVTS -- $XX $CEG -- $XXX $VRT -- $XXX AI Hardware $NVDA -- $XXX $TSM -- $XXX $ASML -- $XXX $ARM -- $XXX $AMD -- $XXX AI Connectivity $AVGO -- $XXX $ALAB -- $XXX $CRDO -- $XXX $MRVL -- $XX $ANET -- $XXX AI Security $MSFT -- $XXX $CRWD -- $XXX $PANW -- $XXX $NET -- $XXX $RBRK -- $XX AI Applications $PLTR -- $XXX $SNOW -- $XXX $MDB -- $XXX $DDOG -- $XXX $NOW -- $XXX Nuclear Energy $OKLO -- $XXX $CCJ -- $XX $BWXT -- $XXX $GEV -- $XXX $SMR" [X Link](https://x.com/StockSavvyShay/status/1984601230245839038) 2025-11-01T12:39Z 314.8K followers, 466.1K engagements "MY TOP X AI UTILITY NAMES AI today hits two hard limits power & space. There are plenty of $NVDA GPUs but not enough energized capacity to run them. The winners are the ones who turn cheap power into reliable compute that stays full & running. Heres my top X favorite names 🧵" [X Link](https://x.com/StockSavvyShay/status/1984977604294922473) 2025-11-02T13:35Z 314.8K followers, 465.6K engagements "Cathie Wood said her 2030 price target for $TSLA is $2600 with XX% tied to robotaxis & upside if humanoid robots scale faster. Wild to think Tesla could beat $NVDA $AAPL $MSFT $AMZN or $GOOGL to become the worlds first $10T company" [X Link](https://x.com/StockSavvyShay/status/1986456562228171175) 2025-11-06T15:32Z 314.8K followers, 313.3K engagements "$BN CEO Bruce Flatt who oversees over $1T in assets across real estate infrastructure & energy says were not in a bubble but were entering a build cycle. He emphasized that the companies driving this era have balance sheets stronger than many nations & are locking in long-duration hard assets with 10+ years of cash flow visibility at fixed financing costs. Between AI compute demand electrification & population growth the global power capacity will need to expand by over 25K terawatt-hours in the next XX years. The market keeps calling it overvalued but the truth is were underbuilt" [X Link](https://x.com/StockSavvyShay/status/1987112957298298882) 2025-11-08T11:00Z 314.8K followers, 102.2K engagements "THE ELECTRICITY VALUE CHAIN $CCJ uranium supply $CEG nuclear baseload $SMR modular nuclear reactors $OKLO micro-nuclear generation $EOSE zinc long-duration storage $GEV power conversion hardware $VRT power distribution & cooling $VST flexible generation & storage $TSLA utility-scale lithium storage $FSLR thin-film solar for hyperscale $NNE utility-scale renewable buildout $TLN North American renewable generation $BWXT nuclear components & specialty fuel" [X Link](https://x.com/StockSavvyShay/status/1987138536244408327) 2025-11-08T12:42Z 314.8K followers, 502.7K engagements "$GOOGL deserves to be valued like a $4T company because it is the only player that controls every layer of the AI stack & compounds them inside one ecosystem. AI Silicon Google builds & trains on its own silicon which means TPUs remove the $NVDA markup that every other player pays & create a structurally lower cost of compute. The fact that $META & Anthropic are already in active discussions to purchase billions of dollars of TPU capacity confirms that Googles hardware strategy is working at scale. AI Data Engine Google also trains on the richest real-time data corpus in the world. Search" [X Link](https://x.com/StockSavvyShay/status/1995138613684953485) 2025-11-30T14:31Z 314.8K followers, 152.5K engagements "SoftBanks CEO Son says he only sold $NVDA to free up cash for OpenAI because he thinks superintelligence will replace at least XX% of global GDP. its a reminder of how early we still are in this cycle and how big the model layer could get" [X Link](https://x.com/StockSavvyShay/status/1995473010623496211) 2025-12-01T12:40Z 314.8K followers, 54K engagements "$NVDA isnt worried about $GOOGL TPUs. Google can run its own ASICs at cost but the industry still converges on Nvidia because frontier training & retrieval-heavy inference all require a full-stack platform that exists in every architecture. The Nvidia tax only disappears in a world with excess compute & were nowhere near that world" [X Link](https://x.com/StockSavvyShay/status/1995566187045179681) 2025-12-01T18:50Z 314.8K followers, 103.2K engagements "$IREN dilution doesn't bother me. They are using their strength today to eliminate the worst version of the future and to set themselves up for a real $GOOGL or $META or $MSFT partnership. Thats exactly what you want an AI Utility operator to do before stepping into multi-gigawatt commitments. Im fine taking on more volatility if it means owning one of the only operators that can grow into the AI power & compute buildout. That is the whole point of this theme. The AI Utility trade is not for everyone & if these scale-first decisions create stress then it probably means this corner of the" [X Link](https://x.com/StockSavvyShay/status/1995858414904508790) 2025-12-02T14:11Z 314.8K followers, 155.5K engagements "$OKTA Q3 EARNINGS Sales $742M vs Est. $730M EPS $XXXX vs Est. $XXXX cRPO $2.33B -- up XX% YoY FY26 Guidance Sales $2.91B vs Est. $2.89B EPS $XXXX vs Est. $3.37" [X Link](https://x.com/StockSavvyShay/status/1995962686514061380) 2025-12-02T21:06Z 314.8K followers, 22.1K engagements "IWTB Morning Stream $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $WULF $AMZN $MELI $AMD $NVDA $SOFI $APLD $AVGO $GOOGL $AMZN $MSFT $META" [X Link](https://x.com/StockSavvyShay/status/1996221450752237714) 2025-12-03T14:14Z 314.8K followers, 39.9K engagements "$GOOGL & $AAPL are partnering to make switching between iPhone &Android smoother. The next phase of AI (agents multimodal assistants on-device inference) requires users to be on newer hardware so reducing switching friction helps accelerate refresh cycles. If switching stays painful then people keep old phones longer which slows down how fast Apple & Google can push AI agents to billions of users at scale" [X Link](https://x.com/StockSavvyShay/status/1998137725887905880) 2025-12-08T21:08Z 314.8K followers, 34.2K engagements "$TSLA TEASING A BIG REVEAL TUESDAY Some people think it could involve drones or a new propeller system which would slide right into Teslas vision for real-world AI platforms" [X Link](https://x.com/StockSavvyShay/status/1974921953409634626) 2025-10-05T19:37Z 314.8K followers, 177.1K engagements "China still controls almost all rare earth production & refining but the U.S. is starting to rebuild its own chain: $UUUU separating oxides at commercial scale $IPX developing new refining tech to lift throughput $MP leading U.S. output & expanding into full-cycle processing $CRML & $TMRC building integrated mining and refining capacity $USAR & $IDR advancing early-stage exploration across key deposits $AREC recovering rare earths from coal waste to speed domestic supply $USAR & $IDR advancing early-stage exploration across key deposits Rare earths decide who controls the inputs behind AI" [X Link](https://x.com/StockSavvyShay/status/1979509948263350706) 2025-10-18T11:28Z 314.8K followers, 267.2K engagements "MY ACTIVE SMALL-CAP WATCHLIST X. $ONDS Ondas X. $UUUU Energy Fuels X. $OSCR Oscar Health X. $RR Richtech Robotics X. $LEU Centrus Energy X. $OUST Ouster X. $ENVX Enovix X. $JOBY Joby Aviation X. $LMND Lemonade XX. $RCAT Red Cat" [X Link](https://x.com/StockSavvyShay/status/1982062431687025086) 2025-10-25T12:31Z 314.8K followers, 266.5K engagements "$SOFI delivered 😏 Sales $962M vs Est. $891M EPS $XXXX vs Est. $XXXX Adj EBITDA XX% New Members +34% YoY to at least 3.5M FY25 Guidance Sales $3.54B vs Est. $3.45B EPS $XXXX vs Est. $XXXX GAAP Net $455M" [X Link](https://x.com/StockSavvyShay/status/1983129133824582024) 2025-10-28T11:10Z 314.8K followers, 217.2K engagements "GROWTH STOCKS TAKE THE STAGE NEXT WEEK Monday $CIFR $PLTR $HIMS $NVTS $BWXT Tuesday $AMD $SMCI $ANET $TEM $ALAB $TEM $UBER $RIVN $SHOP $SPOT $HUT $AXON $ZETA Wednesday $HOOD $IONQ $ARM $LMND $U $CCJ $DOCN $APP $DUOL $ELF $EOSE $JOBY $FTNT $RXRX Thursday $CELH $QBTS $OSCR $VST $DDOG $FOUR $JMIA $SOUN $ABNB $TTD $IREN $ACHR $SMR $OPEN $MP $XYZ" [X Link](https://x.com/StockSavvyShay/status/1984983830290104368) 2025-11-02T13:59Z 314.8K followers, 171.4K engagements "MICHAEL BURRY BETS AGAINST THE AI BOOM WITH XX% OF SCION IN $PLTR PUTS & XX% IN $NVDA PUTS" [X Link](https://x.com/StockSavvyShay/status/1985464791264334037) 2025-11-03T21:51Z 314.8K followers, 3.5M engagements "12 MONOPOLIES SHAPING THE FUTURE X. $NVDA powers AI X. $META rules social X. $GOOGL owns search X. $PLTR became AIs OS X. $NFLX defined streaming X. $AXON runs public safety X. $TSLA drives real-world AI X. $ASML controls chipmaking X. $TSM owns chip production XX. $AMZN built global logistics XX. $SHOP powers SMB e-comm XX. $HOOD unlocked retail investing" [X Link](https://x.com/StockSavvyShay/status/1990062518065393689) 2025-11-16T14:20Z 314.8K followers, 439.5K engagements "TOP X MOST CONTRACTED AI-COMPUTE CAPACITY IN DEVELOPMENT Contracted capacity is becoming the single most predictive metric in the entire AI-compute economy. X. $IREN 2.9GW X. $CRWV 2.9GW X. $CIFR 2.6GW X. $NBIS2.5GW X. $BITF 1.9GW These operators locked in land power & interconnection long before the rest of the market understood how tight the grid would get so now that AI demand is exploding they are monetizing the actual bottleneck in this cycle since power has become the pricing layer of intelligence. This is why billions of dollars in contracts from $GOOGL $MSFT $META $AMZN & $ORCL are" [X Link](https://x.com/StockSavvyShay/status/1990078919144616208) 2025-11-16T15:26Z 314.8K followers, 322.1K engagements "Brutal pullbacks across a lot of the Fintwit favorites from their 52-week highs: $BMNR -XX% $DUOL -XX% $CRWV -XX% $RGTI -XX% $IONQ -XX% $OKLO -XX% $UUUU -XX% $HIMS -XX% $IREN -XX% $ASTS -XX% $ONDS -XX% $CIFR -XX% $OSCR -XX% $ORCL -41%" [X Link](https://x.com/StockSavvyShay/status/1991902582974107709) 2025-11-21T16:12Z 314.8K followers, 413K engagements "$NVDA highlighted that physical AI is shaping up to be a multi-trillion-dollar opportunity. Heres the Top XX Robotics Index I would build: X. $SERV AI sidewalk delivery layer X. $ISRG surgical robotics standard X. $TSLA real-world robotics engine X. $RR hospitality automation stack X. $SYM robotic supply-chain operator X. $NVDA simulation-to-robotics platform X. $KTOS autonomous tactical drone stack X. $AMZN warehouse automation backbone X. $PLTR real-world autonomy operating layer XX. Anduril AI command-and-control system for autonomous warfighting Robotics is shaping up to be the biggest AI" [X Link](https://x.com/StockSavvyShay/status/1992226133459525780) 2025-11-22T13:38Z 314.8K followers, 369K engagements "THE TOP GROWTH PERFORMERS OF 2025 X. $IREN +330% X. $OPEN +322% X. $OKLO +316% X. $MP +254% X. $CIFR +205% X. $NBIS +201% X. $HOOD +188% X. $PL +176% X. $ONDS +163% XX. $JMIA +158% XX. $EOSE +154% XX. $MU +146% XX. $ASTS +143% XX. $QBTS +143% XX. $PGY +133%" [X Link](https://x.com/StockSavvyShay/status/1992233474607264204) 2025-11-22T14:07Z 314.8K followers, 112.3K engagements "VWAP is the average price weighted by where real money actually bought the stock after a catalytic move & its my favorite metric to track during market pullbacks. Here are the anchored VWAPs at the April tariff-war bottoms: AI Hardware $NVDA -- $XXX $TSM -- $XXX $AMD -- $XXX AI Utility $IREN -- $XX $NBIS -- $XX $CIFR -- $XX AI Power $EOSE -- $XX $VST -- $XXX $CEG -- $XXX AI Connectivity $AVGO -- $XXX $ALAB -- $XXX $MRVL -- $XX AI Security $MSFT -- $XXX $CRWD -- $XXX $NET -- $XXX AI Applications $PLTR -- $XXX $SNOW -- $XXX $MDB -- $XXX Nuclear Energy $OKLO -- $XX $CCJ -- $XX $LEU -- $XXX Space" [X Link](https://x.com/StockSavvyShay/status/1992239455558922607) 2025-11-22T14:31Z 314.8K followers, 209K engagements "Holy $GOOGL 😳" [X Link](https://x.com/StockSavvyShay/status/1993282375456112901) 2025-11-25T11:35Z 314.8K followers, 71.7K engagements "The funny part about people calling the $GOOGL & $META TPU deal the start of $NVDA pricing power erosion is that the biggest near-term winners arent even the chip vendors. It is the Futurum Data Center XX because they are the ones who can turn cheap stable energy into fully deployed & monetized compute at scale. Futurum DC10 AI Compute Layer: $NBIS $CIFR $IREN $WULF Nuclear Layer: $CCJ $LEU $OKLO Power Layer: $CEG $EOSE $VST" [X Link](https://x.com/StockSavvyShay/status/1993304772296974775) 2025-11-25T13:04Z 314.8K followers, 130.7K engagements "Futurum Equities Podcast Episode #21 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $AVGO $GOOGL $AMZN $META $CEG $LEU $OKLO $EOSE" [X Link](https://x.com/StockSavvyShay/status/1993426441116258473) 2025-11-25T21:07Z 314.8K followers, 78.9K engagements "$GOOGL Waymo is now over XX% of all SF rides 👀" [X Link](https://x.com/StockSavvyShay/status/1994394953628414359) 2025-11-28T13:16Z 314.8K followers, 89K engagements "President Trump says tariffs could completely replace income taxes. If this ever moved forward the market would lose its mind" [X Link](https://x.com/StockSavvyShay/status/1994416244708266410) 2025-11-28T14:41Z 314.8K followers, 65.3K engagements "This video makes it obvious that $MELI is a robotics story as much as it is an e-commerce or fintech story. Its the only player in LATAM that owns the marketplace the payments rail the credit engine the logistics network & now the automation layer tying it all together. That compounding flywheel is why its my second-biggest position" [X Link](https://x.com/StockSavvyShay/status/1994739986759893440) 2025-11-29T12:07Z 314.8K followers, 88.6K engagements "KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES $SPY is less than X% off ATH but most of the Fintwit names still need real price construction before they can reclaim trend. $NVDA $AMD $EOSE $OPEN $TSLA $PLTR $IREN $CIFR $NBIS $ONDS $OKLO $RKLB $ASTS $IONQ $HOOD $SOFI $TEM $ACHR $OSCR $HIMS" [X Link](https://x.com/StockSavvyShay/status/1994766064748826674) 2025-11-29T13:51Z 314.8K followers, 44.7K engagements "DATA CENTERS WILL HIT XX% OF U.S. POWER DEMAND BY 2029 X names to watch: $NNE grid buildout $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage" [X Link](https://x.com/StockSavvyShay/status/1994775991185805761) 2025-11-29T14:30Z 314.8K followers, 246.9K engagements "We now have 80GW of capacity built underway for 2025 which is 8x the 2022 level. Almost all of it is planned because everyone wants to build & almost nobody can get the power approvals fast enough. The winners will be the companies that can turn cheap stable power into fully cooled monetized compute: $CCJ uranium supply $CEG nuclear baseload $SMR modular nuclear reactors $OKLO micro-nuclear generation $EOSE zinc long-duration storage $GEV power-conversion hardware $VRT power distribution & cooling $VST flexible generation & storage $TSLA utility-scale lithium storage $NNE utility-scale" [X Link](https://x.com/StockSavvyShay/status/1995113379942568432) 2025-11-30T12:51Z 314.8K followers, 95.3K engagements "Eric Schmidt is effectively describing a fork in the global AI system that will define the next decade. The U.S. is building closed frontier stacks while China is seeding the world with free LLMs that every startup can absorb. Chinas strategy makessense to me because it has the lowest-cost energy base for AI so open-sourcing its models accelerates ecosystem adoption at global scale. But even if China releases millions of small open models the highest-value workloads still end up running on $NVDA hardware inside $AMZN $MSFT & $GOOGL clouds & on enterprise platforms like $PLTR $SNOW & $NOW." [X Link](https://x.com/StockSavvyShay/status/1995152157696303334) 2025-11-30T15:25Z 314.8K followers, 172.7K engagements "$TSLA Elon Musk saying Bitcoin is the first currency whose backing isnt political trust but raw energy" [X Link](https://x.com/StockSavvyShay/status/1995179593293344874) 2025-11-30T17:14Z 314.8K followers, 65.3K engagements "A rough start to December for crypto $BTC -X% $ETH -X% $SOL -9%" [X Link](https://x.com/StockSavvyShay/status/1995478298659258623) 2025-12-01T13:01Z 314.8K followers, 49.9K engagements "China is no longer the thing you need for the $NVDA bull case. The core story is that utilization is running at full capacity & management already has visibility into $500B of Blackwell & Rubin revenue through 2026 without any help from a China rebound" [X Link](https://x.com/StockSavvyShay/status/1995508117715759614) 2025-12-01T14:59Z 314.8K followers, 131.2K engagements "Tom Lee thinks Bitcoin $BTC takes out its all-time high by the end of Jan 2026" [X Link](https://x.com/StockSavvyShay/status/1995526808897523973) 2025-12-01T16:14Z 314.8K followers, 100K engagements "$JPM argues AI isnt a bubble because the cycle is being funded by real cash flow real demand & real infrastructure even as markets struggle to price a technology compounding far faster than traditional expectations. They think this mismatch only widens from here since Mag X forecasts show 2026 EPS growing past 20%" [X Link](https://x.com/StockSavvyShay/status/1995834102432538639) 2025-12-02T12:35Z 314.8K followers, 40.4K engagements "$DELL founder Michael Dell is putting $6.3B behind Trumps plan to give every newborn an investment account 👏🏻" [X Link](https://x.com/StockSavvyShay/status/1995837837196099711) 2025-12-02T12:49Z 314.8K followers, 244.2K engagements "$AMZN IS ROLLING OUT ITS LATEST AI CHIPS TO COMPETE DIRECTLY WITH $NVDA & $GOOGL All the updates: Trainium X UltraServers are live with XXX chips & 4x the compute of the prior generation. Amazon can connect thousands of them into clusters with up to one million chips. Anthropic remains Amazons primary training partner & scaling toward one million Trainium X chips. Scaling Trainium X depends on AWS securing enough power which is the constraint for every major player. Memory still trails Nvidia & Google which shows Amazon is competing on cost & integration rather than peak performance" [X Link](https://x.com/StockSavvyShay/status/1995888462143390140) 2025-12-02T16:11Z 314.8K followers, 97.1K engagements "ETHEREUM $ETH BACK ABOVE $3000" [X Link](https://x.com/StockSavvyShay/status/1995900187294962021) 2025-12-02T16:57Z 314.8K followers, 43.7K engagements "President Trump refers to Kevin Hassett as a potential Fed Chair. Polymarket pricing it at XX% still feels low 🤔" [X Link](https://x.com/StockSavvyShay/status/1995946471825539458) 2025-12-02T20:01Z 314.8K followers, 24.8K engagements "President Trump just signaled Kevin Hassett will be the next Fed Chair. Hassett has spent his career arguing the economy runs faster when capital stays cheap & the Fed stays expansion-leaning. So freaking bullish" [X Link](https://x.com/StockSavvyShay/status/1995955294275600412) 2025-12-02T20:36Z 314.8K followers, 301.2K engagements "$CRWD Q3 EARNINGS Sales $1.23B vs Est. $1.22B EPS $XXXX vs Est. $XXXX FCF $296M vs Est. $276M ARR $4.92B vs Est. $4.90B Falcon Flex ARR: $1.4B -- up XXX% YoY Net New ARR: $265M -- up XX% YoY FY26 Guidance Sales $4.81B vs Est. $4.79B EPS $XXXX vs Est. $3.68" [X Link](https://x.com/StockSavvyShay/status/1995966110571921798) 2025-12-02T21:19Z 314.8K followers, 42.9K engagements "$ONDS won a national autonomous border-protection program securing prime-contractor status over major defense primes. The first purchase order is expected in 2026 as Ondas delivers the drones launch systems & AI software powering the autonomous defense network" [X Link](https://x.com/StockSavvyShay/status/1996221485103587419) 2025-12-03T14:14Z 314.8K followers, 52.7K engagements "$AMZN is building its own chips because controlling the silicon layer lets AWS shape performance pricing & deployment on its own schedule. The more deeply Trainium get woven into AWS workloads then the more locked in the ecosystem becomes & the more leverage Amazon gains in the AI infra race" [X Link](https://x.com/StockSavvyShay/status/1996237563628306614) 2025-12-03T15:18Z 314.8K followers, 35.6K engagements "Michael Burry just criticized Bitcoin $BTC as worthless & tied to criminal activity by calling it the tulip bulb of our time 👀" [X Link](https://x.com/StockSavvyShay/status/1996276063295697096) 2025-12-03T17:51Z 314.8K followers, 110.5K engagements "@fiscal_ai Here are the key levels to watch for $CRWD on a potential entry that's using Price Action Concepts Indicator from LuxAlgo:" [X Link](https://x.com/StockSavvyShay/status/1996282659887353963) 2025-12-03T18:17Z 314.8K followers, 12.1K engagements "$NVDA CEO Jensen Huang said we should expect a wave of small nuclear reactors within the next 6-7 years. $UUUU & $UEC are direct beneficiaries of federal stockpile buys for domestic supply $CCJ locks in pricing power as markets reset $OKLO & $SMR ride downstream demand for next-gen reactor cycles needing secure fuel" [X Link](https://x.com/StockSavvyShay/status/1996308177844076991) 2025-12-03T19:58Z 314.8K followers, 280K engagements "Go open your $HOOD app and look up $IREN. You'll see exactly why the stock is moving & you'll also see me on the opposite side of Jim Cramer on this one" [X Link](https://x.com/StockSavvyShay/status/1996313142268502506) 2025-12-03T20:18Z 314.8K followers, 72K engagements "$SNOW earnings in XX minutes 👀" [X Link](https://x.com/StockSavvyShay/status/1996317730170146870) 2025-12-03T20:36Z 314.8K followers, 15K engagements "Jensen is making it clear that $NVDA is a platform because every major AI workflow (model training fine-tuning inference simulation robotics digital twins) is already built around Nvidias APIs & libraries The switching costs are enormous" [X Link](https://x.com/StockSavvyShay/status/1996344111641895201) 2025-12-03T22:21Z 314.8K followers, 48.8K engagements "$HIMS OFFICIALLY ENTERING CANADA AS ITS NEXT MAJOR INTERNATIONAL MARKET" [X Link](https://x.com/StockSavvyShay/status/1996558973408010245) 2025-12-04T12:35Z 314.8K followers, 65.5K engagements "$NVDA CEO Jensen Huang predicts XX% of the world's knowledge will be AI-generated within 2-3 years 😳" [X Link](https://x.com/StockSavvyShay/status/1996574830175375394) 2025-12-04T13:38Z 314.8K followers, 42.6K engagements "My thesis on $META has been that they are on track to become one of the largest AI compute platforms in the world built on top of the most engaged network ever created. I have been vocal that at some point Zuck would realize that the marginal return on another dollar invested in VR/AR is nowhere near the return on a dollar invested in AI training inference & the compute infrastructure arms race that is defining the next decade of competition. Todays shift confirms that recognition & removes the biggest capital-allocation overhang on the stock. I added more shares today" [X Link](https://x.com/StockSavvyShay/status/1996601884128534829) 2025-12-04T15:25Z 314.8K followers, 66.4K engagements "Thematic names are ripping even with $SPY & $QQQ red: $PATH +20% $ASTS +15% $EOSE +13% $PRME +12% $OKLO +11% $IONQ +11% $SMR +11% $VKTX +10% $SERV +10% $RGTI +9% $QBTS +9% $PL+8% $RKLB +7% $CIFR +6% $JOBY +6% $CRWV +6%" [X Link](https://x.com/StockSavvyShay/status/1996620553093050528) 2025-12-04T16:40Z 314.8K followers, 61.2K engagements "$SOFI announces a $1.5B public offering of common stock" [X Link](https://x.com/StockSavvyShay/status/1996691122736017844) 2025-12-04T21:20Z 314.8K followers, 311.9K engagements "$OKLO sets up a $1.5B ATM equity offering program" [X Link](https://x.com/StockSavvyShay/status/1996701656839573740) 2025-12-04T22:02Z 314.8K followers, 84.7K engagements "$NVDA CEO Jensen Huang said the US must invest far more in energy capacity because every new industry sits on top of it. There are no new industries you can grow without energy" [X Link](https://x.com/StockSavvyShay/status/1996741146006155312) 2025-12-05T00:39Z 314.8K followers, 75.2K engagements "This is the cleanest snapshot of who is actually manufacturing the AI economy and who is leasing their way into it. $GOOGL $MSFT $META & $AMZN can push 50-80% of operating cash flow into capex without stressing the balance sheet which is why they will continue to define the pace of AI compute networking & data-center buildouts. $ORCL by contrast is carrying 4x the leverage to chase the same cycle which is why the market has been repricing their stock over the past month. $CRWV sits above 7x because their economics only work if they scale quickly enough to refinance on better terms. I do think" [X Link](https://x.com/StockSavvyShay/status/1996925951784206483) 2025-12-05T12:53Z 314.8K followers, 116.1K engagements "$META just secured a wave of AI data deals with major news publishers including USA Today People CNN & Fox News. Meta is clearly building a broader training pipeline by locking in commercial access to premium newsroom data" [X Link](https://x.com/StockSavvyShay/status/1996928361244119406) 2025-12-05T13:03Z 314.8K followers, 36.6K engagements "Holy $RBRK 😳 Their earnings yesterday validated why it was one of my top 2026 picks. Rubrik is positioning itself as THE vault securing the future of AI data" [X Link](https://x.com/StockSavvyShay/status/1996963773895135504) 2025-12-05T15:24Z 314.8K followers, 68.9K engagements "$CVNA IS NOW OFFICIALLY INCLUDED IN THE S&P 500" [X Link](https://x.com/StockSavvyShay/status/1997068218469699619) 2025-12-05T22:19Z 314.8K followers, 106.6K engagements "THE TOP GROWTH PERFORMERS OF 2025 X. $OKLO +393% X. $IREN +355% X. $OPEN +347% X. $CIFR +316% X. $MP +298% X. $ONDS +254% X. $HOOD +254% X. $NBIS +254% X. $ASTS +250% XX. $QBTS +221% XX. $JMIA +218% XX. $PL +216% XX. $EOSE +208% XX. $MU +182% XX. $PGY +167%" [X Link](https://x.com/StockSavvyShay/status/1997282378138661159) 2025-12-06T12:30Z 314.8K followers, 101.7K engagements "$AMZN ad business should be worth $350B It is already a $65B biz growing XX% with XX% margins. $META trades 13x EBITDA w/ Meta Ads up XX% $GOOGL trades 19x EBITDA w/ YouTube ads up XX% $TTD trades 14x EBITDA growing XX% If you apply a 15x EBITDA multiple to Amazon's ad unit (which is the second fastest advertising engine at scale) then you arrive at $350B of value. That is XX% of Amazon's market cap before you even touch AWS or retail" [X Link](https://x.com/StockSavvyShay/status/1997671451332366783) 2025-12-07T14:16Z 314.8K followers, 101.4K engagements "Lutnick just said U.S. needs a real nuclear arsenal & power capacity to anchor its future strength $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $EOSE long-duration storage" [X Link](https://x.com/StockSavvyShay/status/1997693477132661162) 2025-12-07T15:43Z 314.8K followers, 348.8K engagements "$MSFT & $ORCL are heavily tethered to OpenAI for their AI backlog. $AMZN is building AI demand without that dependence which makes AWS growth cleaner while the other two look like a leveraged bet on OpenAI" [X Link](https://x.com/StockSavvyShay/status/1997711728348737984) 2025-12-07T16:56Z 314.8K followers, 74K engagements "Elon Musk saying that the next leg of AI scaling wont come from squeezing more power on Earth but from adding compute through low-cost satellites that plug directly into Starlink. The market is completely mispricing how explosive the space economy is about to get over the next X years. $RKLB can put the hardware up there & $ASTS can move the data if space-based compute actually happens" [X Link](https://x.com/StockSavvyShay/status/1997721167801843746) 2025-12-07T17:33Z 314.8K followers, 212K engagements "President Trump said the proposed $NFLX & $WBD deal could be a problem" [X Link](https://x.com/StockSavvyShay/status/1997822507483856912) 2025-12-08T00:16Z 314.8K followers, 69.1K engagements "$HOOD is expanding into Indonesia. The company is acquiring Buana Capital Sekuritas & a licensed crypto trader to enter a market with 19M capital-market investors & 17M crypto traders" [X Link](https://x.com/StockSavvyShay/status/1997838563854164203) 2025-12-08T01:20Z 314.8K followers, 35.6K engagements "$IBM IS BUYING $CFLT FOR $11B" [X Link](https://x.com/StockSavvyShay/status/1997871164845379623) 2025-12-08T03:29Z 314.8K followers, 89.5K engagements "$CRWV is raising $2B in convertible notes due 2031 with another $300M option for buyers They have to keep doing deals like this because every GPU clusters networking & power buildouts are massively expensive & must be done ahead of customer demand This wont be the last raise" [X Link](https://x.com/StockSavvyShay/status/1998009990129545365) 2025-12-08T12:41Z 314.8K followers, 66.2K engagements "The timing of this post couldnt be better with the news that $IBM is buying $CFLT 👀" [X Link](https://x.com/StockSavvyShay/status/1998016895761678338) 2025-12-08T13:08Z 314.8K followers, 11.8K engagements "President Trump is signing a One Rule AI order that replaces XX state approval regimes with a single federal framework. It signals the administration wants AI platforms to scale faster by removing regulatory friction & uncertainty. We're still so early in the AI cycle" [X Link](https://x.com/StockSavvyShay/status/1998025816392032758) 2025-12-08T13:44Z 314.8K followers, 100.7K engagements "The real AI moat in 2026 will be whoever can distribute intelligence at the largest scale across hardware apps devices & enterprise workflows. The companies that control the defaults like $AAPL on devices $GOOGL on search $MSFT in the enterprise & $META in attention are the ones that will shape how AI reaches billions of people. Sam Altman knows this better than anyone which is why he called a Code Red since Google doesnt need Gemini to beat OpenAI model-for-model. It just needs to be good enough to monetize the intelligence layer across products people already touch every hour of the day" [X Link](https://x.com/StockSavvyShay/status/1998079159650877466) 2025-12-08T17:16Z 314.8K followers, 43.8K engagements "I really hope $NFLX lands the $WBD deal. The new digital economy every screen becomes a programmable surface & every franchise becomes a reusable digital asset that can be recombined extended personalized & monetized across SO many formats. Youd have the leading global distribution platform absorbing one of the last great legacy IP vaults plus a studio engine that can manufacture franchise extensions on command. It could genuinely be the move that launches Netflix toward a trillion-dollar valuation" [X Link](https://x.com/StockSavvyShay/status/1998141531870671318) 2025-12-08T21:23Z 314.8K followers, 52.6K engagements "$RKLB completed qualification and acceptance testing for Neutrons Hungry Hippo fairing. This clears one of the final engineering hurdles & moves Neutron into full launch-prep mode so were officially in getting close to first flight territory" [X Link](https://x.com/StockSavvyShay/status/1998152317544390669) 2025-12-08T22:06Z 314.8K followers, 59K engagements "$NVDA gained $200B today on H200 approval. One phone call from Trump and Jensen basically added a Fortune-100 company in market cap. And if China revenue really comes back next year then that could stack another $2530B in annual sales on top" [X Link](https://x.com/StockSavvyShay/status/1998155577328103503) 2025-12-08T22:19Z 314.8K followers, 150.5K engagements "Tiger Global says $GOOGL Waymo is now running 450k paid rides per week which is almost double Aprils 250k as it expands onto freeways and into new cities. They argue that surge is justified because Waymo is already 10x safer than human drivers" [X Link](https://x.com/StockSavvyShay/status/1998359584587796704) 2025-12-09T11:50Z 314.8K followers, 148.7K engagements "$META COULD DROP ITS NEW AI AVOCADO MODEL IN Q1" [X Link](https://x.com/StockSavvyShay/status/1998389820482327026) 2025-12-09T13:50Z 314.8K followers, 79.4K engagements "$GOOGL says the Pentagons Chief Digital & AI Office has selected Gemini for Government as the first enterprise AI on its GenAI platform" [X Link](https://x.com/StockSavvyShay/status/1998412005217292787) 2025-12-09T15:18Z 314.8K followers, 49.4K engagements "$PYPL is nearing a deal to become the NFLs first peer-to-peer banking sponsor as $V long-running rights package expires. It wouldnt be surprising if this move accelerates deeper integration into the college NIL ecosystem" [X Link](https://x.com/StockSavvyShay/status/1998424608593285479) 2025-12-09T16:08Z 314.8K followers, 18K engagements "$NFLX is in its largest drawdown in three years 😳" [X Link](https://x.com/StockSavvyShay/status/1998431857306906766) 2025-12-09T16:37Z 314.8K followers, 94.8K engagements "MY TOP XX SMALL-CAP NAMES BEHIND A XXX% CAGR PORTFOLIO X. $RKLB -- building the future of space logistics X. $CLPT -- navigation platform for neurosurgeons X. $JMIA -- scaling logistics across Africa X. $ASTS -- bridging global connectivity from space X. $IONQ -- push for a quantum network X. $EOSE -- powering the grid with long-duration zinc storage X. $VKTX -- oral/injectable GLP-1s for obesity & diabetes X. $TMDX -- expanding organ care with fleet & network effect X. $BEAM -- editing the future of genetic medicine XX. $NVTS -- powering AI data centers with GaN chips" [X Link](https://x.com/StockSavvyShay/status/1974467347168809303) 2025-10-04T13:31Z 314.8K followers, 209.1K engagements "Breaking down the AI deals between $NVDA $AMD & OpenAI" [X Link](https://x.com/StockSavvyShay/status/1975247934502674829) 2025-10-06T17:13Z 314.8K followers, 1.6M engagements "UPDATED FIB LEVELS FOR POPULAR GROWTH STOCKS X. $NVDA -- $XXX X. $AMD -- $XXX X. $TSLA -- $XXX X. $HIMS -- $XX X. $ASTS -- $XX X. $RKLB -- $XX X. $TEM -- $XX X. $IONQ -- $XX X. $JOBY -- $XX XX. $PLTR -- $XXX XX. $IREN -- $XX XX. $NBIS -- $XX XX. $OSCR -- $XX XX. $CIFR -- $XX XX. $SOFI -- $XX XX. $OPEN -- $X XX. $HOOD -- $XXX XX. $OKLO -- $XXX XX. $ACHR -- $XX XX. $ONDS-- $5" [X Link](https://x.com/StockSavvyShay/status/1979472578508099984) 2025-10-18T09:00Z 314.8K followers, 363.4K engagements "THE TOP GROWTH PERFORMERS OF 2025 X. $OKLO +541% X. $IREN +541% X. $OPEN +398% X. $MP +354% X. $CIFR +345% X. $NBIS +323% X. $NVTS +294% X. $QBTS +289% X. $HOOD +275% XX. $ASTS +249% XX. $PL +237% XX. $EOSE +230% XX. $QS +224% XX. $PGY +213% XX. $ONDS +191%" [X Link](https://x.com/StockSavvyShay/status/1982022481201320230) 2025-10-25T09:52Z 314.8K followers, 189.6K engagements "Michael Burry somewhere right now. $NVDA" [X Link](https://x.com/StockSavvyShay/status/1991258404153880687) 2025-11-19T21:32Z 314.8K followers, 699.9K engagements "$ORCL IS NOW APPROACHING ITS LARGEST DRAWDOWN IN A DECADE" [X Link](https://x.com/StockSavvyShay/status/1993330077287981474) 2025-11-25T14:44Z 314.8K followers, 125.2K engagements "$NVDA just responded to the $GOOGL TPU headlines. Nvidia basically just said congrats on the TPUs while reminding everyone its still a full generation ahead and the only platform that can run every major AI model anywhere it needs to run" [X Link](https://x.com/StockSavvyShay/status/1993365839198986288) 2025-11-25T17:07Z 314.8K followers, 151.5K engagements "$GOOGL is basically saying the long-term bottleneck for AI is power. If TPUs can operate in space where solar is 8x stronger then power stops being the constraint & the cost curve for compute opens up in a meaningful way" [X Link](https://x.com/StockSavvyShay/status/1993664646767944126) 2025-11-26T12:54Z 314.8K followers, 180.8K engagements "Why is $ORCL down XX% in the past month Because Oracle is taking on the most aggressive capex plan in the industry & funding a data center buildout that is outsized relative to its revenue base. When you tie $500B of future obligations to one counterparty in OpenAI then the market starts assigning a Sam Altman risk premium. The upside is very real if demand holds & if Oracle can deploy capacity faster than $AMZN $MSFT or $GOOGL but the balance-sheet and concentration risks are just as real. I think the payoff will be enormous" [X Link](https://x.com/StockSavvyShay/status/1993685197855105436) 2025-11-26T14:16Z 314.8K followers, 142.6K engagements "I have a lot to be thankful for this year & Thanksgiving always forces a kind of honest inventory. Two years ago this was nothing more than a side project. It started because I was a 30-year-old director at a Fortune XX company working a cushy job with the ladder laid out in front of me the path to the C-suite mapped & all the stability youre supposed to want but every day it felt like my work was just making the rich richer & none of it felt like impact at scale. That tension (combined with my wife being tired of me talking her ear off about stocks) is what pushed me to open an X account. I" [X Link](https://x.com/StockSavvyShay/status/1994056003680391618) 2025-11-27T14:49Z 314.8K followers, 91.2K engagements "Its a massive earnings week for anyone living in growth. Monday $MDB $CRDO Tuesday $CRWD $MRVL $OKTA $GTLB $PSTG $ASAN Wednesday $SNOW $CRM $PATH $AI Thursday $RBRK $S $IOT $DOCU $TTAN" [X Link](https://x.com/StockSavvyShay/status/1995304958850400607) 2025-12-01T01:32Z 314.8K followers, 51K engagements "Theres likely a real buying spree coming in software as many names stay stuck in the doghouse for failing to evolve beyond horizontal SaaS in the AI economy. XX names that fit this narrative: $S SentinelOne $CFLT Confluent $GTLB GitLab $OKTA Okta $TWLO Twilio $OS OneStream $PD PagerDuty $PATH UiPath $BRZE Braze $FROG JFrog" [X Link](https://x.com/StockSavvyShay/status/1996272378800898055) 2025-12-03T17:36Z 314.8K followers, 81.4K engagements "$AMZN plans to pull most parcels from USPS & route them through its own network by late 2026 It reinforces one of the biggest moats on the planet since every step Amazon internalizes makes the logistics flywheel spin faster & makes the gap nearly impossible for rivals to close" [X Link](https://x.com/StockSavvyShay/status/1996545670497587207) 2025-12-04T11:42Z 314.8K followers, 50.2K engagements "$META just gained $100B in market cap on a move that saves them $5B a year. Well played Zuck" [X Link](https://x.com/StockSavvyShay/status/1996584103718605264) 2025-12-04T14:15Z 314.8K followers, 489.5K engagements "$RBRK delivered 😏 Sales $350M vs Est. $321M EPS $XXXX vs Est. ($0.17) ARR $1.35B -- up XX% YoY Q4 Guidance Sales $342M vs Est. $325M EPS ($0.11) vs Est. ($0.13)" [X Link](https://x.com/StockSavvyShay/status/1996688219774320729) 2025-12-04T21:09Z 314.8K followers, 45.1K engagements "TEN MOST LIKELY CANDIDATES FOR S&P XXX INCLUSION TODAY AFTER THE BELL X. $SOFI SoFi X. $RDDT Reddit X. $VEEV Veeva X. $PSTG Pure Storage X. $ZM Zoom X. $ALAB Astera Labs X. $VRT Vertiv X. $MSTR Strategy X. $COHR Coherent XX. $AFRM Affirm" [X Link](https://x.com/StockSavvyShay/status/1996903453667610743) 2025-12-05T11:24Z 314.8K followers, 519.3K engagements "Im a young millennial and so many people my age feel stuck in this weird in-between. Too late to buy affordable property and too early for the TikTok or Instagram creator wave but the irony is we are perfectly positioned for something bigger. We get to participate in the early innings of the largest industrial buildout since the internet with trillions in capex pouring into the physical layer of the AI economy and were early enough to capture it in real time: $NVDA & $AMD are building the compute layer $TSLA is pushing the robotics layer $PLTR is defining the intelligence layer $AMZN $MSFT &" [X Link](https://x.com/StockSavvyShay/status/1996936444213096868) 2025-12-05T13:35Z 314.8K followers, 105.7K engagements "Futurum Equities Podcast Episode #22 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $VKTX $AVGO $GOOGL $AMZN $META $CEG $SOFI $OKLO $EOSE $META" [X Link](https://x.com/StockSavvyShay/status/1996946163065565567) 2025-12-05T14:14Z 314.8K followers, 61.6K engagements "TOP XX FAVORITE NAMES TRADING UNDER $XX X. $ONDS Ondas X. $NVTS Navitas X. $PRME Prime Medicine X. $ACHR Archer Aviation X. $PSNL Personalis X. $GRAB Grab X. $OPEN Opendoor X. $ENVX Enovix X. $RR Richtech Robotics XX. $INDI indie Semiconductor" [X Link](https://x.com/StockSavvyShay/status/1997273569647354011) 2025-12-06T11:55Z 314.8K followers, 249.6K engagements "MY TOP X GROWTH POSITIONS HEADING INTO 2026 X. $RKLB building future of space logistics X. $CLPT navigation platform for neurosurgeons X. $JMIA scaling logistics across Africa X. $EOSE powering the grid with long-duration zinc storage X. $TMDX expanding organ care with fleet & network effect Total return since 2023: +335% vs +63% for the S&P 500" [X Link](https://x.com/StockSavvyShay/status/1997319845860581564) 2025-12-06T14:58Z 314.8K followers, 197.6K engagements "OpenAIs new data shows that users saving more than XX hours a week consume 8x the compute of light users so the real productivity shows up only when AI becomes part of the core workflow. The AI economy will concentrate in platforms that can drive high-intensity usage: $NET Edge inference & global AI delivery $GOOGL Gemini usage spanning search Workspace & Cloud $AMZN Bedrock model consumption & AWS agent workloads $PLTR Decision-layer systems that expand as workflows deepen $META AI agents embedded across messaging feeds & commerce $MSFT Copilot integrated into Office Windows & enterprise" [X Link](https://x.com/StockSavvyShay/status/1998020035244351625) 2025-12-08T13:21Z 314.8K followers, 25.2K engagements "$BMNR up over XX% ahead of the Fed tomorrow" [X Link](https://x.com/StockSavvyShay/status/1998467561168769269) 2025-12-09T18:59Z 314.8K followers, 45.4K engagements "UBS predicts that the AI industry's revenue will grow at a CAGR of XX% from $83B in 2024 to $420B in 2027. Which current chip stock is the most undervalued at its current valuation🧐 $AMD $ASML $MRVL $NVDA $INTC $TXN $LRCX $ADI $KLAC $AVGO $AMAT $TSM $NXPI $QCOM" [X Link](https://x.com/StockSavvyShay/status/1772949418863366531) 2024-03-27T11:30Z 314.5K followers, 87.8K engagements "🚨 $PATH Q2 Earnings Update 🚨 Sales $316M vs Est. $304M EPS $XXXX vs Est. $XXXX Q3 Guidance Sales $348M vs Est. $347M FY Guidance Sales $1.43B vs Est. $1.41B Announces $500M expansion of stock repurchase program" [X Link](https://x.com/StockSavvyShay/status/1831789538718654875) 2024-09-05T20:20Z 314.5K followers, 15.9K engagements "$SMCI troubles are snowballing 👇 Super Micro has halted construction of a new factory in Malaysia prompting YTL Corp. to shift its $NVDA AI server orders to Taiwan's Wiwynn for a major AI data center -- marking the first significant order transfer 👀" [X Link](https://x.com/StockSavvyShay/status/1855976662804152634) 2024-11-11T14:11Z 314.5K followers, 38.4K engagements "Pulling Back the Curtain on My Growth Portfolio Investing isnt a pursuit of fleeting trends or the ephemeral allure of hype cycles -- its about recognizing companies not merely adapting to the tides of change but actively forging new landscapes. Every position I take is an extension of that ethos a testament to the belief that true growth is not found in the echoes of the present but in the resonance of the future. The goal is not to chase momentum but to identify the structural architects of disruption -- those firms poised to redefine industries over the coming decade and beyond. $PLTR" [X Link](https://x.com/StockSavvyShay/status/1890388759277105634) 2025-02-14T13:12Z 314.8K followers, 391.2K engagements "$NVDA IS TRADING AT LESS THAN HALF THE FORWARD EARNINGS MULTIPLE OF $COST 😳" [X Link](https://x.com/StockSavvyShay/status/1912534447863607309) 2025-04-16T15:52Z 314.5K followers, 235.3K engagements "$NVDA CEO: "EVERY FUTURE DATA CENTER WILL BE POWER-LIMITED" $CCJ uranium supply $CEG carbon-free baseload $VRT power + cooling systems $OKLO micro-nuclear for edge compute $NNE renewable grid expansion $NVTS chip-level power efficiency" [X Link](https://x.com/StockSavvyShay/status/1929188123633975531) 2025-06-01T14:47Z 314.6K followers, 393.5K engagements "ANDURIL CEO JUST SAID WE ARE DEFINITELY GOING PUBLIC Ill be ready to load up when it lists to make this a core position in my growth portfolio 🤩" [X Link](https://x.com/StockSavvyShay/status/1932568514759700694) 2025-06-10T22:40Z 314.6K followers, 611.5K engagements "NAMES TO WATCH AS AI DATA CENTERS HIT AN ENERGY BOTTLENECK $TSLA -- Megapack lithium-ion batteries for utility-scale data center storage $EOSE -- Zinc-based long-duration storage for grid stability $CCJ -- Uranium supply for nuclear generation $VRT -- Power distribution thermal management & racks for hyperscale data centers $OKLO -- Microreactors providing on-site nuclear generation for data-intensive facilities $CEG -- Largest U.S. nuclear fleet delivering carbon-free baseload $NNE -- Developer of utility-scale wind & solar projects powering AI data loads $VST -- Independent power producer" [X Link](https://x.com/StockSavvyShay/status/1956702979349983409) 2025-08-16T13:01Z 314.8K followers, 540.1K engagements "WHO CONTROLS THE LIMITED $TSM ADVANCED CHIP PACKAGING THROUGH 2026 $NVDA XX% $AVGO XX% $AMD XX% $AMZN X% $MRVL X% TSMC is clearly prioritizing Nvidia -- making it the gatekeeper of AI compute" [X Link](https://x.com/StockSavvyShay/status/1957422690710753497) 2025-08-18T12:41Z 314.5K followers, 82.8K engagements "$TSLA TO UNVEIL 3RD-GEN HUMANOID ROBOT IN 2025 Elon Musk is betting the Optimus line can scale to X million units a year by 2030 positioning Tesla as the leader of the coming physical AI economy" [X Link](https://x.com/StockSavvyShay/status/1972970747418333525) 2025-09-30T10:24Z 314.4K followers, 79.3K engagements "$DOCN is quietly positioning itself as an AI utility for developers & SMBs. Today it unveiled an AI Partner Program & a major AI Ecosystem expansion. The platform now offers $AMD & $NVDA GPUs along with top models from $META OpenAI DeepSeek & Mistral" [X Link](https://x.com/StockSavvyShay/status/1973714118344683992) 2025-10-02T11:38Z 314.6K followers, 36.3K engagements "10 MONOPOLIES SHAPING THE FUTURE X. $GOOGL owns search X. $TSM is the AI factory X. $TSLA leads real-world AI X. $ASML is the AI kingmaker X. $NVDA powers AI compute X. $AMZN built global logistics X. $AXON runs public safety tech X. $PLTR is AIs operating system X. $META dominates social media XX. $MSFT runs enterprise software" [X Link](https://x.com/StockSavvyShay/status/1974440518726881704) 2025-10-04T11:44Z 314.8K followers, 273.8K engagements "MY TOP XX DCA PLAN IF THIS PULLBACK IS REAL X. $ONDS the drone connectivity layer X. $OKLO nuclear power for the AI edge X. $TSLA energy + robotics optionality X. $AMD the next leg of the compute cycle X. $MELI LATAMs digital economy engine X. $EOSE storage built for nonstop compute X. $IREN building compute at industrial scale X. $GOOGL runs the full stack of the AI economy X. $NBIS the GPU utility w/ hyperscaler contracts XX. $HOOD turning retail attention into profit streams" [X Link](https://x.com/StockSavvyShay/status/1976985186920546386) 2025-10-11T12:16Z 314.5K followers, 461.2K engagements "AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT XX YEARS Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles. Nuclear will anchor the baseload with $OKLO $SMR $BWXT & $CEG developing modular reactors that deliver nonstop clean power straight to AI campuses. Transmission & cooling will close the loop with $VST & $VRT expanding the grid and infrastructure that move the energy behind AIs next decade. Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG" [X Link](https://x.com/StockSavvyShay/status/1977349828603748675) 2025-10-12T12:25Z 314.8K followers, 379.3K engagements "$NVTS up XX% & $EOSE up XX% in the same session tells you exactly where capital is rotating. Navitas builds silicon that converts energy into compute while Eos stores it to keep workloads running 24/7. Both are direct plays on energy layer behind next leg of the AI buildout" [X Link](https://x.com/StockSavvyShay/status/1977783932453351755) 2025-10-13T17:10Z 314.4K followers, 128K engagements "The Fear and Greed Index is sitting at extreme fear and the VIX is at XX while $SPY & $QQQ are still less than X% from all time highs. The data and the mood are telling two very different stories" [X Link](https://x.com/StockSavvyShay/status/1978892198142791908) 2025-10-16T18:34Z 314.5K followers, 241.9K engagements "Brutal reset for growth. The biggest pullbacks off recent highs: $ONDS -XX% $QBTS -XX% $RGTI -XX% $OKLO -XX% $IONQ -XX% $ALAB -XX% $RR -XX% $ASTS -XX% $NBIS -XX% $QS -XX% $IREN -XX% $HIMS -XX% $CIFR -XX% $BMNR -XX% $HOOD -21%" [X Link](https://x.com/StockSavvyShay/status/1981036978859577420) 2025-10-22T16:36Z 314.4K followers, 456.8K engagements "PRESIDENT TRUMPS COMPLETE ROADMAP FOR QUANTUM Quantum Computers & Cloud Services $IONQ $RGTI $IBM $GOOGL $QUBT $QBTS $HON Data Storage & Management $QMCO $WIMI Quantum Chip Solutions $INTC $HOLO Quantum Security/Encryption $LAES $ARQQ" [X Link](https://x.com/StockSavvyShay/status/1981346493698113757) 2025-10-23T13:06Z 314.8K followers, 582.3K engagements "$OKLO just filed a $3.5B mixed shelf offering" [X Link](https://x.com/StockSavvyShay/status/1983841730257678701) 2025-10-30T10:21Z 314.2K followers, 161.1K engagements "5 COMPANIES POWERING $NVDA 800V DC ALLIANCE The biggest theme across Nvidia GTC event & the $AMZN $META $GOOGL & $MSFT earnings was compute demand is exploding but power delivery struggles to keep up. Thats why the Nvidias 800V DC Alliance matters since its how the next generation of AI factories will run nonstop without blowing through energy budgets or cooling limits. The companies in this group are building that layer of the AI stack: X. $STM scaling SiC devices from EVs to data center energy systems X. $AOSL supplying power control chips inside AI servers & networking gear X. $GEV" [X Link](https://x.com/StockSavvyShay/status/1984595475270680724) 2025-11-01T12:16Z 314.8K followers, 118.6K engagements "$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space. This is exactly why access to powered data centers has become the new leverage point. If compute is easy to buy but power is hard to get the leverage moves to whoever controls energy & infrastructure. Every new data center that $MSFT $GOOGL $AMZN $META & $ORCL are trying to build needs hundreds of megawatts of steady" [X Link](https://x.com/StockSavvyShay/status/1984964453906227654) 2025-11-02T12:42Z 314.8K followers, 2.7M engagements "$ASML is the AI kingmaker because every LLM GPU stack & advanced chip is built using its machines. Watch how its lithography tech makes it all possible" [X Link](https://x.com/StockSavvyShay/status/1985007386277613886) 2025-11-02T15:33Z 314.8K followers, 97.9K engagements "$PLTR quarter is one of those moments where operating reality & market imagination finally meet and the question is whether the imagination has gone too far. I don't think people realize how insane it is to grow revenue XX% while maintaining XX% operating margins in software. That level of efficiency is almost unheard of which is why $NVDA CEO Jensen Huang called Palantirs ontology the most important enterprise stack in the world. The ratio of commercial revenue to customer count is just as extreme with only XXX commercial customers generating $400M in one quarter when most software companies" [X Link](https://x.com/StockSavvyShay/status/1985692842887692695) 2025-11-04T12:57Z 314.8K followers, 364.9K engagements "$SNOW & $SAP are partnering to link SAPs Business Data Cloud with Snowflakes AI Data Cloud to enable real-time zero-copy sharing & native AI access. It puts Snowflake in line to power AI workloads across SAPs massive enterprise base" [X Link](https://x.com/StockSavvyShay/status/1985739080492335430) 2025-11-04T16:01Z 314.5K followers, 28.6K engagements "$AMZN just added NuPay to Amazon Brazil giving $NU 123M users instant credit line boosts & up to 24-month installment options. This is Amazon building native credit rails across Latin Americas fastest-growing consumer economy" [X Link](https://x.com/StockSavvyShay/status/1986077355350389220) 2025-11-05T14:25Z 314.8K followers, 72K engagements "$DUOL now trades at 21x FCF while still growing revenue XX% with XX% margins" [X Link](https://x.com/StockSavvyShay/status/1986192685225681371) 2025-11-05T22:03Z 314.6K followers, 184.9K engagements "$GOOGL is planning a major AI data center on Australias Christmas Island after its defense cloud deal with Canberra" [X Link](https://x.com/StockSavvyShay/status/1986411116235518090) 2025-11-06T12:31Z 314.4K followers, 32.1K engagements "$TTD Q3 EARNINGS Sales $739M vs Est. $719M EPS $XXXX vs Est. $XXXX EBITDA $317M vs Est. $279M Q4 Guidance Sales $840M vs. Est. $831M EBITDA $375M vs Est. $368M Announces additional $500M share repurchase authorization" [X Link](https://x.com/StockSavvyShay/status/1986539829468012969) 2025-11-06T21:02Z 314.2K followers, 48K engagements "THE TOP GROWTH PERFORMERS OF 2025 X. $IREN +535% X. $OKLO +431% X. $CIFR +346% X. $OPEN +310% X. $NBIS +302% X. $EOSE +276% X. $MP +276% X. $QBTS +251% X. $HOOD +250% XX. $ASTS +228% XX. $QS +220% XX. $PL +217% XX. $SYM +194% XX. $JMIA +185% XX. $MU +183%" [X Link](https://x.com/StockSavvyShay/status/1987125255815434352) 2025-11-08T11:49Z 314.8K followers, 461.6K engagements "Every time $DUOL has dropped below 20x FCF over the past three years its been a great buy signal for a bounce" [X Link](https://x.com/StockSavvyShay/status/1988637450827116858) 2025-11-12T15:58Z 314.5K followers, 88.6K engagements "$GOOGL is rolling out AI Flight Deals globally alongside a new AI Mode trip planner with Canvas & agent-style booking for restaurants & events in the US. Puts direct pressure on $EXPE $BKNG & $ABNB as Google builds a full AI-native travel funnel from search to booking" [X Link](https://x.com/StockSavvyShay/status/1990479566390112573) 2025-11-17T17:58Z 314.5K followers, 123.3K engagements "$MP is partnering with Maaden & the US Department of War to build a rare earth refinery in Saudi Arabia under a new USSaudi critical minerals framework MP plans to invest over $1B and hire 1K+ US manufacturing workers as it expands heavy rare earth separation at Mountain Pass and adds a second magnet plant in the US" [X Link](https://x.com/StockSavvyShay/status/1991140812714123371) 2025-11-19T13:45Z 314.1K followers, 53K engagements "I dont think folks talk enough about how important management is in the stocks they own & $GOOGL is the perfect case study. They acquired 40K $NVDA chips before TPU deployment went mainstream in 2014 & paired that decision with the $400M DeepMind acquisition. That combination created a foundation that allowed them to understand model training infrastructure demands & the direction of the new digital economy before anyone else was even paying attention. This is the reason Google continues to hold a meaningful lead in AI capabilities even though the market has spent the past year trying to lump" [X Link](https://x.com/StockSavvyShay/status/1991850072909484420) 2025-11-21T12:43Z 314.5K followers, 135.5K engagements "$BMNR just became the first large-cap crypto company to issue a dividend. They also reported $328M in FY25 profit with EPS of $13.39" [X Link](https://x.com/StockSavvyShay/status/1991863594418680204) 2025-11-21T13:37Z 314.7K followers, 229K engagements "@TrendSpider X. $LEU Centrus Energy" [X Link](https://x.com/StockSavvyShay/status/1992241108412502522) 2025-11-22T14:37Z 314.1K followers, 27.7K engagements "$ASML is the AI kingmaker because every LLM GPU stack & advanced chip is built using its machines. Their EUV tools remain the gateway to every advanced chip $TSM & $NVDA produce" [X Link](https://x.com/StockSavvyShay/status/1992585839352992126) 2025-11-23T13:27Z 314.4K followers, 63.5K engagements "President Trumps new ACA plan includes a 2-year subsidy extension plus funded cost-sharing reductions which takes the subsidy cliff off the table. $OSCR is up XX% because a stable subsidy environment keeps their ACA pool intact & removes the biggest policy risk to their model" [X Link](https://x.com/StockSavvyShay/status/1992917620652384502) 2025-11-24T11:26Z 314.1K followers, 249.4K engagements "President Trump says the call with Xi was great the China-U.S. relationship is strengthening & both sides will exchange visits in April. It takes one major overhang off the table & the rest comes down to the Fed" [X Link](https://x.com/StockSavvyShay/status/1993018267183800639) 2025-11-24T18:05Z 314.5K followers, 39.5K engagements "I know the first instinct is to frame $META exploring $GOOGL TPUs as the start of $NVDA pricing power erosion but thats not what this is. The real story is the velocity of Metas AI workload curve as Llama training cycles video understanding systems & tens of billions of daily inference calls all smash into the same compute ceiling. Meta is already on pace to spend $100B on Nvidia hardware & theyre still capacity-constrained. Adding TPUs doesnt replace that spend but it just sits on top of it. Even if Nvidia doubled output Meta would still be short on compute. Thats how steep the structural AI" [X Link](https://x.com/StockSavvyShay/status/1993096973633871909) 2025-11-24T23:18Z 314.1K followers, 279.7K engagements "Just a heads up dont be surprised if $NVDA ends up announcing another round of deals with $META that wipes out all this ridiculous FUD floating around right now. People forget that Jensen effectively runs the AI economy at this stage" [X Link](https://x.com/StockSavvyShay/status/1993310958580875310) 2025-11-25T13:29Z 314.4K followers, 137.5K engagements "I know the market wants to panic but a president launching a modern Manhattan Project for AI & turning AI data centers into national strategic assets is one of the most bullish signals you can possibly get. The idea that any of this is outweighed by $NVDA gross margins going from XX% to XX% by 2027 at the earliest makes no sense when the entire country is about to industrialize AI at the federal level. And yet the market is trading the exact opposite today: $AMD -X% $CRWV -X% $NVDA -X% $NBIS -X% $IREN -X% $ORCL -6%" [X Link](https://x.com/StockSavvyShay/status/1993337293994897537) 2025-11-25T15:13Z 314.4K followers, 152.7K engagements "Polymarket receives CFTC approval to operate in the U.S. so now the platform can now access retail & function as a full exchange" [X Link](https://x.com/StockSavvyShay/status/1993350436653523322) 2025-11-25T16:05Z 314.6K followers, 21.3K engagements "This chart shows the real state of AI. Capex is tracking toward $600B 2028 which means $AMZN $MSFT $GOOGL $META & $ORCL are now building some of the largest industrial projects ever attempted. The real constraint is shifting from GPU supply to power + land because every new model cycle adds another wave of megawatt demand. This spending will not normalize since a multi-gigawatt footprint needs to be refreshed every 3-4 years. Whoever secures power and land & can stand up capacity the fastest will end up owning the AI economy of the next decade" [X Link](https://x.com/StockSavvyShay/status/1993677110406169086) 2025-11-26T13:43Z 314.7K followers, 60.4K engagements "If the Thanksgiving conversation five years ago was that AI was about to change the world then these are the names that ended up proving it. $NVDA +1259% $AVGO +907% $PLTR +501% $GOOGL +258% $CRWD +233% $TSM +194% $NET +164% $AMD +146%" [X Link](https://x.com/StockSavvyShay/status/1994035014909272173) 2025-11-27T13:26Z 314.7K followers, 66.8K engagements "The fact that $NVDA is on pace to generate $400B of cash in two years (more than $AMD entire market cap) is wild. It's happening because Nvidia owns the most profitable part of the AI stack and physical AI in autonomy & robotics hasnt even begun to contribute yet. Bullish" [X Link](https://x.com/StockSavvyShay/status/1994758036037275651) 2025-11-29T13:19Z 314.8K followers, 127.1K engagements "Elon Musk is saying the value in this cycle concentrates where intelligence is created & where its manufactured. $GOOGL spent a decade assembling the deepest AI stack on Earth while $NVDA remains the toll-collector on every marginal unit of intelligence created. If AI & robotics end up dwarfing the rest of the economy then its because these two sit at the points where all the value concentrates" [X Link](https://x.com/StockSavvyShay/status/1995200505417793902) 2025-11-30T18:37Z 314.8K followers, 263.2K engagements "President Trump says hes already chosen the next Fed Chair and will announce it soon. Polymarkets odds are basically saying its Kevin Hassett 👀" [X Link](https://x.com/StockSavvyShay/status/1995281782313488775) 2025-12-01T00:00Z 314.7K followers, 73K engagements "@ChrisGalt4 @EarningsHubHQ I think the biggest surprise will be $PATH" [X Link](https://x.com/StockSavvyShay/status/1995305374996689091) 2025-12-01T01:34Z 314.3K followers, 1263 engagements "Welp not exactly the follow-through you want after telling everyone at Thanksgiving dinner that Bitcoin $BTC would clear $100K by year-end" [X Link](https://x.com/StockSavvyShay/status/1995313409223749872) 2025-12-01T02:06Z 314.8K followers, 111.4K engagements "$BMNR now holds about X% of all Ethereum. They added 97K $ETH last week binging their total to 3.73M" [X Link](https://x.com/StockSavvyShay/status/1995488197086949630) 2025-12-01T13:40Z 314.6K followers, 92.9K engagements "$AMZN is rolling out ultrafast U.S. delivery for groceries in XX minutes 👀" [X Link](https://x.com/StockSavvyShay/status/1995600087775674416) 2025-12-01T21:05Z 314.5K followers, 124.7K engagements "$MDB Delivered 😏 Sales $628M vs Est. $593M EPS $XXXX vs Est. $XXXX FCF $140M vs Est. $23M Atlas Sales: $471M -- up XX% YoY FY26 Guidance Sales $2.44B vs Est. $2.36B EPS $XXXX vs Est. $3.75" [X Link](https://x.com/StockSavvyShay/status/1995601649554075784) 2025-12-01T21:11Z 314.8K followers, 33.1K engagements "$MDB breaking above $XXX 👀" [X Link](https://x.com/StockSavvyShay/status/1995628803696341076) 2025-12-01T22:59Z 314K followers, 15.4K engagements "OpenAI just pulled a code red on ChatGPT by shelving ads agents & Pulse so the team can fix quality speed & over-refusals in the core product. Altman also admitted $GOOGL Gemini is closing the gap & said OpenAI will ship a new reasoning model next week" [X Link](https://x.com/StockSavvyShay/status/1995828574822228265) 2025-12-02T12:13Z 314.5K followers, 40.4K engagements "If you want to see how brutal AI-era capitalism will be for low-wage workers then look at the only line thats collapsing" [X Link](https://x.com/StockSavvyShay/status/1995864153337295157) 2025-12-02T14:34Z 314.1K followers, 52.8K engagements "BITCOIN $BTC JUST MOVED BACK ABOVE $90K" [X Link](https://x.com/StockSavvyShay/status/1995873615708037401) 2025-12-02T15:12Z 314.1K followers, 35K engagements "$ADBE is trading at its lowest earnings multiple in a decade 😳" [X Link](https://x.com/StockSavvyShay/status/1995922651500741032) 2025-12-02T18:26Z 314.8K followers, 75.8K engagements "Anthropic is targeting a 2026 IPO and is already in discussions for a new funding round that would value it above $300B. This is shaping up to be one of the largest public listings in market history" [X Link](https://x.com/StockSavvyShay/status/1996019567513260281) 2025-12-03T00:52Z 314.5K followers, 67.5K engagements "$CRM Q3 EARNINGS Sales $10.26B vs Est. $10.27B EPS $XXXX vs Est. $XXXX CRPO: $29.4B -- up XX% YoY FY26 Guidance Sales $41.5B vs Est. $41.3B EPS $XXXXX vs Est. $11.38" [X Link](https://x.com/StockSavvyShay/status/1996324225217626348) 2025-12-03T21:02Z 314.5K followers, 34.3K engagements "@2xDadInvesting $S will not be a stand-alone company by 2027. My bet is $PANW acquires them" [X Link](https://x.com/StockSavvyShay/status/1996697690743492941) 2025-12-04T21:46Z 314.6K followers, 8924 engagements "Im a young millennial and so many people my age feel stuck in this weird in-between. Too late to buy affordable property and too early for the TikTok or Instagram creator wave but the irony is we are perfectly positioned for something bigger. We get to participate in the early innings of the largest industrial buildout since the internet with trillions in capex pouring into the physical layer of the AI economy and were early enough to capture it in real time: $NVDA & $AMD are building the compute layer $TSLA is pushing the robotics layer $PLTR is defining the intelligence layer $AMZN $MSFT &" [X Link](https://x.com/StockSavvyShay/status/1996936191665754198) 2025-12-05T13:34Z 314.1K followers, 2763 engagements "TOP XX FAVORITE NAMES TRADING UNDER $XX X. $ONDS Ondas X. $NVTS Navitas X. $PRME Prime Medicine X. $ACHR Archer Aviation X. $PSNL Personalis X. $GRAB Grab X. $OSS One Stop Systems X. $ENVX Enovix X. $RR Richtech Robotics XX. $INDI indie Semi" [X Link](https://x.com/StockSavvyShay/status/1997272940405211405) 2025-12-06T11:52Z 314.5K followers, 2430 engagements "TOP XX FAVORITE NAMES TRADING UNDER $XX X. $ONDS Ondas X. $NVTS Navitas X. $PRME Prime Medicine X. $ACHR Archer Aviation X. $PSNL Personalis X. $GRAB Grab X. $OPEN Opendoor X. $ENVX Enovix X. $RR Richtech Robotics XX. $INDI indie Semi" [X Link](https://x.com/StockSavvyShay/status/1997273333164069131) 2025-12-06T11:54Z 314.7K followers, 2152 engagements "@PolymarketMoney This is huge for $NVDA because it reopens a multi-billion-dollar market that was effectively closed" [X Link](https://x.com/StockSavvyShay/status/1998092879093522843) 2025-12-08T18:10Z 314.7K followers, XXX engagements "The next round of names rumored to get equity stakes or direct funding from the Trump administration. Current exposure sits in $INTC for chip manufacturing $MP for rare earth refining $LAC for lithium mining & $TMQ for mineral exploration. Next wave lining up: Battery metals $NMG $NVX $MTRN $ELBM Copper $SCCO $HBM $FCX $IE $ERO $TGB Lithium $ALB $SQM $SGML $RIO $IONR $ATLX Rare earths $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX Uranium $CCJ $LEU $UUUU $UEC $AEC $UROY $URG $DNN $ISOU $NXE $EU This is the playbook for Americas resource rebuild" [X Link](https://x.com/StockSavvyShay/status/1977342845830005040) 2025-10-12T11:57Z 314.8K followers, 696.9K engagements "UPDATED DCA PLAN X. $META Meta X. $MELI MercadoLibre X. $AXON Axon X. $NBIS Nebius X. $RKLB Rocket Lab X. $SOFI SoFi X. $IREN IREN Limited X. $BMNR BitMine X. $CIFR Cipher XX. $ONDS Ondas" [X Link](https://x.com/StockSavvyShay/status/1989703922492346516) 2025-11-15T14:35Z 314.8K followers, 132.6K engagements "$GOOGL is teaming with Foxconn to build AI servers around TPUv7 Ironwood with Foxconn supplying the full compute-tray rack for every TPU rack. Foxconn wants to hit 2K per week by late 2026 which shows Google is scaling its training footprint much faster than most realize" [X Link](https://x.com/StockSavvyShay/status/1995466769721401689) 2025-12-01T12:15Z 314.8K followers, 63.4K engagements "Michael Burry went on Substack saying $TSLA is ridiculously overvalued & that Musks comp plan will keep draining shareholders. He also took a swing at what he calls the Elon cult saying they rotate from EVs to autonomy to robots whenever competition shows up. He already has big positions against $NVDA & $PLTR so the entire post is filtered through a view that AI is just another hype cycle. If you think AI is a bubble then Burry sounds convincing but if you understand the scale of whats actually being built then his take feels like its coming from a market that doesnt really exist anymore" [X Link](https://x.com/StockSavvyShay/status/1995485194137039206) 2025-12-01T13:28Z 314.8K followers, 292.9K engagements "$META ZUCKERBERG IS PREPARING TO CUT METAVERSE SPENDING BY AS MUCH AS 30%" [X Link](https://x.com/StockSavvyShay/status/1996581581809766560) 2025-12-04T14:05Z 314.8K followers, 523.3K engagements "Holy $ASTS 😳" [X Link](https://x.com/StockSavvyShay/status/1996610341908930989) 2025-12-04T15:59Z 314.8K followers, 101.2K engagements "$GOOGL reportedly told advertisers it plans to introduce ads into its Gemini AI chatbot starting in 2026. This moves Gemini closer to becoming a monetizable front end for Googles entire AI ecosystem" [X Link](https://x.com/StockSavvyShay/status/1998083916637552853) 2025-12-08T17:35Z 314.8K followers, 76.2K engagements "Polymarket odds are collapsing right now on the possibility of $NFLX being able to acquire $WBD 👀" [X Link](https://x.com/StockSavvyShay/status/1998115704189731212) 2025-12-08T19:41Z 314.8K followers, 3238 engagements "Polymarket odds are collapsing right now on the possibility of $NFLX being able to acquire $WBD" [X Link](https://x.com/StockSavvyShay/status/1998116069924598233) 2025-12-08T19:42Z 314.8K followers, 29.2K engagements "$PLTR just secured a $448M role powering ShipOS the Navys new AI-driven backbone for modernizing shipbuilding. Its another sign that the government is scaling real operating-system infrastructure and choosing Palantir to handle the complexity" [X Link](https://x.com/StockSavvyShay/status/1998525006003974365) 2025-12-09T22:47Z 314.8K followers, 54.6K engagements "$JPM JAMIE DIMON SAYS THE BEST-CASE SCENARIO FOR THE U.S. ECONOMY IS NOW A RECESSION 👀" [X Link](https://x.com/StockSavvyShay/status/1916922664075116689) 2025-04-28T18:29Z 314.8K followers, 499.2K engagements "Biggest long-term position locked 👰🏼🤵🏻" [X Link](https://x.com/StockSavvyShay/status/1964801852815671570) 2025-09-07T21:24Z 314.8K followers, 1.5M engagements "$PLTR TO SIGN $920M UK DEAL DURING TRUMPS VISIT" [X Link](https://x.com/StockSavvyShay/status/1968383982783139900) 2025-09-17T18:38Z 314.8K followers, 145.2K engagements "$NVDA CEO Jensen Huang warned that the next leg of AI compute wont happen without a step-change in power generation saying the real bottleneck is no longer chips but the grid itself. Music to the ears of: $VST $NEE & $CEG running the large-scale utilities supplying that power $OKLO & $EOSE building the next generation of nuclear micro-reactors & long-duration storage to stabilize it $VRT providing the cooling & electrical infra that makes hyperscale sites viable $IREN & $CIFR proving that in the new GPU land-grab its about controlling the power & uptime that let hyperscalers pay by the hour" [X Link](https://x.com/StockSavvyShay/status/1975905228055806125) 2025-10-08T12:44Z 314.8K followers, 451.9K engagements "OpenAI may have just leaked its top XX customers by token usage: X. $DUOL Duolingo X. $CRM Salesforce XX. $SHOP Shopify XX. $HUBS HubSpot XX. $TMUS T-Mobile XX. $DDOG Datadog XX. $MELI MercadoLibre" [X Link](https://x.com/StockSavvyShay/status/1976611984885035505) 2025-10-10T11:33Z 314.8K followers, 192.3K engagements "WATCH THESE KEY FIB LEVELS ON THIS PULLBACK AI Utility $IREN -- $XX $CIFR -- $XX $GLXY -- $XX $WULF -- $X $CRWV -- $XXX AI Hardware $NVDA -- $XXX $TSM -- $XXX $ASML -- $XXX $ARM -- $XXX $AMD -- $XXX AI Connectivity $AVGO -- $XXX $ALAB -- $XXX $CRDO -- $XXX $MRVL -- $XX $ANET -- $XXX Space Economy $RKLB -- $XX $ASTS -- $XX $RDW -- $X $LUNR -- $XX $PL -- $XX Nuclear Energy $OKLO -- $XX $CCJ -- $XX $BWXT -- $XXX $CEG -- $XXX $VRT -- $XXX AI Infrastructure $MSFT -- $XXX $AMZN -- $XXX $GOOGL -- $XXX $DOCN -- $XX $NBIS -- $XX Cybersecurity $CRWD -- $XXX $PANW -- $XXX $ZS -- $XXX $NET -- $XXX $RBRK" [X Link](https://x.com/StockSavvyShay/status/1976990337660015089) 2025-10-11T12:36Z 314.8K followers, 591.3K engagements "Blackstone says the next big thing is chips data centers & power. The first two feed on the third as U.S. electricity demand climbs XX% in the next decade. Supply is $VST $CEG $OKLO $CCJ $LEU & $EOSE Demand is $NBIS $IREN $CIFR $WULF & $CRWV" [X Link](https://x.com/StockSavvyShay/status/1977332594565157061) 2025-10-12T11:16Z 314.8K followers, 834.4K engagements "If $NFLX actually buys $WBD it would mark the shift from platform to media powerhouse by controlling both the content funnel & distribution. The disruptor that killed studios would become the studio. The irony writes itself" [X Link](https://x.com/StockSavvyShay/status/1980637832088809750) 2025-10-21T14:10Z 314.8K followers, 57.6K engagements "I opened two new positions this week in the growth portfolio. Both companies are under $2B in market cap. Any guesses" [X Link](https://x.com/StockSavvyShay/status/1987160789602435297) 2025-11-08T14:10Z 314.8K followers, 417.1K engagements "KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES Bullish $NVDA $AMD $EOSE $OPEN Hold $TSLA $PLTR $IREN $CIFR $NBIS $ONDS $OKLO $RKLB $ASTS $IONQ $HOOD $SOFI $TEM Bearish $ACHR $OSCR $HIMS" [X Link](https://x.com/StockSavvyShay/status/1989696334451151138) 2025-11-15T14:05Z 314.8K followers, 141.8K engagements "$NVTS & $GFS are partnering to scale U.S. GaN manufacturing for AI datacenters & high-demand power applications. A push to accelerate domestic GaN tech just as AI power needs surge" [X Link](https://x.com/StockSavvyShay/status/1991500697179947272) 2025-11-20T13:35Z 314.8K followers, 38.6K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@StockSavvyShay Shay Boloor
NVIDIA ($NVDA) continues to dominate the AI landscape, with its market value now surpassing several major tech companies and its CEO announcing a massive $XXX billion business opportunity over the next six quarters. Tesla ($TSLA) is also making significant strides in AI, with Elon Musk announcing plans to build a X million-unit Optimus line and a XX million-unit line, marking a major milestone in humanoid robotics. Several other companies, including Palantir ($PLTR), Amazon ($AMZN), and Microsoft ($MSFT), are also advancing their AI capabilities and partnerships, driving growth and innovation in the sector.
Engagements: XXXXXXXXX #
- X Week XXXXXXXXXX +25%
- X Month XXXXXXXXXX -XX%
- X Months XXXXXXXXXXX +39%
- X Year XXXXXXXXXXX +294%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX -XX%
- X Months XXXXX +28%
- X Year XXXXX +44%
Followers: XXXXXXX #
- X Week XXXXXXX +1%
- X Month XXXXXXX +5.20%
- X Months XXXXXXX +73%
- X Year XXXXXXX +240%
CreatorRank: XXXXXX #
Social Influence
Social category influence stocks #155 technology brands #1626 finance #609 cryptocurrencies #478 automotive brands #4457 countries #6191 celebrities XXXX% social networks XXXX% fashion brands XXXX% products XXXX%
Social topic influence ai #988, $nvda #25, $googl #94, nvda #15, $iren #4, $amzn #21, $oklo #3, $eose #4, $cifr #18, $meta #2
Top accounts mentioned or mentioned by @stocksavytrack @grok @aviadlerden @k2__investment @runyourlegacy @juliafraser51 @zooeysanders__ @lintrix_x @william_r2rclub @bedurion @milomarkets @polymarketmoney @discountedbtc @tonitrades_ @yownkgg @zooeyellison__ @meeijer @freesites_com @zeropropnet @mobufzfp4mq5byj
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) IREN Limited (IREN) Amazon.com, Inc. (AMZN) Oklo Inc. (OKLO) Eos Energy Enterprises, Inc. (EOSE) Cipher Mining Inc. Common Stock (CIFR) Metadium (META) Advanced Micro Devices (AMD) Palantir (PLTR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Tesla, Inc. (TSLA) Ondas Holdings Inc. Common Stock (ONDS) Robinhood Markets, Inc. (HOOD) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Microsoft Corp. (MSFT) RAI Finance (SOFI) Broadcom, Inc. (AVGO) Constellation Energy Corp (CEG) Taiwan Semiconductor (TSM) Vistra, Corp. (VST) Cameco Corporation (CCJ) Open Custody Protocol (OPEN) D-Wave Quantum Inc. (QBTS) Oscar Health, Inc. (OSCR) retard to retired (R/R) Hims & Hers Health, Inc. (HIMS) Navitas Semiconductor Corporation Common Stock (NVTS) Vertiv Holdings Co (VRT) DigitalOcean Holdings, Inc. (DOCN) MP Materials Corp. (MP) IonQ, Inc. (IONQ) Archer Aviation Inc. (ACHR) Netflix Inc (NFLX) UiPath, Inc. (PATH) Oracle Corporation (ORCL) CoreWeave, Inc. (CRWV) Astera Labs, Inc. Common Stock (ALAB) Marvell Technology Inc (MRVL) MercadoLibre Inc (MELI) TeraWulf Inc. (WULF) BITMINE IMMERSION TECH (BMNR) Intel Corporation (INTC) NuScale Power Corporation (SMR) Centrus Energy Corp. (LEU) Crowdstrike Holdings Inc (CRWD) Warner Bros Discovery, Inc. (WBD) Richtech Robotics Inc. Class B Common Stock (RR) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Planet Labs PBC (PL) Micron Technology, Inc. (MU) Bitcoin (BTC) Snowflake, Inc. (SNOW) Rubrik, Inc. (RBRK) Joby Aviation, Inc. (JOBY) Apple, Inc. (AAPL) Enovix Corporation Common Stock (ENVX) Duolingo, Inc. Class A Common Stock (DUOL) MongoDB, Inc. (MDB) Palo Alto Networks Inc (PANW) Lemonade, Inc. (LMND) QUALCOMM, Inc. (QCOM) Cream (CRM) Okta Inc (OKTA) Energy Fuels Inc. (UUUU) Tempus AI, Inc. Class A Common Stock (TEM) Axon Enterprise, Inc. (AXON)
Top Social Posts
Top posts by engagements in the last XX hours
"$NVDA partners with $PCG's Diablo Canyon Nuclear Plant to bring AI systems onsite -- marking its entry into nuclear energy 👀"
X Link 2024-11-13T17:49Z 314.8K followers, 150.3K engagements
"Genomic stocks are still in the early innings but they have all been CRUSHED over the past two years -- so much so that many of these names are trading close to their cash value 🤯 $CRSP $DNA $NTLA $BEAM $TWST $VERV $PRME $EDIT $CRBU $SANA $ARKG $XBI"
X Link 2025-03-30T11:57Z 314.8K followers, 85.8K engagements
"10 SETUPS IM TRACKING FOR AUGUST X. $SOFI SoFi X. $AMD Advanced Micro Devices X. $PANW Palo Alto Networks X. $UNH UnitedHealth Group X. $HOOD Robinhood X. $EOSE Eos Energy X. $NVO Novo Nordisk X. $AMZN Amazon X. $RKLB Rocket Lab XX. $RDDT Reddit"
X Link 2025-08-03T14:19Z 314.8K followers, 245.3K engagements
"MY ACTIVE SMALL-CAP WATCHLIST X. $IREN Iris Energy X. $JOBY Joby Aviation X. $OSCR Oscar Health X. $ONDS Ondas X. $RCAT Red Cat X. $OUST Ouster X. $OKLO Oklo X. $LMND Lemonade X. $RR Richtech Robotics XX. $HIMS Hims & Hers"
X Link 2025-09-19T13:03Z 314.8K followers, 257.7K engagements
"$SNAP UP MORE THAN XX% IN OVERNIGHT TRADING 😳"
X Link 2025-09-22T00:19Z 314.8K followers, 209.4K engagements
"TOP X ACTIVE WATCHLIST FOR BOTH PORTFOLIOS Growth X. $GOOGL Alphabet X. $OKLO Oklo X. $IREN IREN X. $NBIS Nebius X. $ISRG Intuitive Surgical Small-Cap X. $ONDS Ondas X. $RR Richtech Robotics X. $OSCR Oscar X. $CIFR Cipher Mining X. $PRCT PROCEPT BioRobotics"
X Link 2025-09-27T13:45Z 314.8K followers, 166.2K engagements
"8 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS X. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA $AVGO & $QCOM are the engines & nervous system that let the robots sense and act. X. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD X. $TSLA $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing. X. $GOOGL $AMZN & $MSFT supply the AI data layer that connects every machine while $ROK & $ZBRA provide the controls scanners & mobile robots that keep"
X Link 2025-10-04T12:35Z 314.8K followers, 725.9K engagements
"PEG RATIO IS THE MOST SLEPT-ON VALUATION METRIC PEG X usually means mispriced growth PEG X is where you start hitting the danger zone PEG ratios right now: $HOOD 6.6x $CIFR 4.3x $HIMS 3.4x $AAPL 3.3x $ORCL 3.1x $MSFT 2.4x $PLTR 1.8x $CRM 1.8x $AMD 1.8x $AMZN 1.6x $ASML 1.5x $META 1.4x $ADBE 1.2x $AVGO 1.1x $GOOGL 1.0x $PYPL 0.9x $TSM 0.7x $NVDA 0.7x $SOFI 0.6x $IREN 0.3x"
X Link 2025-10-05T14:04Z 314.8K followers, 483.4K engagements
"WATCH THESE KEY FIB LEVELS THIS EARNINGS SEASON AI Utility $IREN -- $XX $NBIS -- $XX $CIFR -- $XX $CRWV -- $XXX $GLXY -- $XX AI Power $EOSE -- $XX $VST -- $XXX $NVTS -- $XX $CEG -- $XXX $VRT -- $XXX AI Hardware $NVDA -- $XXX $TSM -- $XXX $ASML -- $XXX $ARM -- $XXX $AMD -- $XXX AI Connectivity $AVGO -- $XXX $ALAB -- $XXX $CRDO -- $XXX $MRVL -- $XX $ANET -- $XXX AI Security $MSFT -- $XXX $CRWD -- $XXX $PANW -- $XXX $NET -- $XXX $RBRK -- $XX AI Applications $PLTR -- $XXX $SNOW -- $XXX $MDB -- $XXX $DDOG -- $XXX $NOW -- $XXX Nuclear Energy $OKLO -- $XXX $CCJ -- $XX $BWXT -- $XXX $GEV -- $XXX $SMR"
X Link 2025-11-01T12:39Z 314.8K followers, 466.1K engagements
"MY TOP X AI UTILITY NAMES AI today hits two hard limits power & space. There are plenty of $NVDA GPUs but not enough energized capacity to run them. The winners are the ones who turn cheap power into reliable compute that stays full & running. Heres my top X favorite names 🧵"
X Link 2025-11-02T13:35Z 314.8K followers, 465.6K engagements
"Cathie Wood said her 2030 price target for $TSLA is $2600 with XX% tied to robotaxis & upside if humanoid robots scale faster. Wild to think Tesla could beat $NVDA $AAPL $MSFT $AMZN or $GOOGL to become the worlds first $10T company"
X Link 2025-11-06T15:32Z 314.8K followers, 313.3K engagements
"$BN CEO Bruce Flatt who oversees over $1T in assets across real estate infrastructure & energy says were not in a bubble but were entering a build cycle. He emphasized that the companies driving this era have balance sheets stronger than many nations & are locking in long-duration hard assets with 10+ years of cash flow visibility at fixed financing costs. Between AI compute demand electrification & population growth the global power capacity will need to expand by over 25K terawatt-hours in the next XX years. The market keeps calling it overvalued but the truth is were underbuilt"
X Link 2025-11-08T11:00Z 314.8K followers, 102.2K engagements
"THE ELECTRICITY VALUE CHAIN $CCJ uranium supply $CEG nuclear baseload $SMR modular nuclear reactors $OKLO micro-nuclear generation $EOSE zinc long-duration storage $GEV power conversion hardware $VRT power distribution & cooling $VST flexible generation & storage $TSLA utility-scale lithium storage $FSLR thin-film solar for hyperscale $NNE utility-scale renewable buildout $TLN North American renewable generation $BWXT nuclear components & specialty fuel"
X Link 2025-11-08T12:42Z 314.8K followers, 502.7K engagements
"$GOOGL deserves to be valued like a $4T company because it is the only player that controls every layer of the AI stack & compounds them inside one ecosystem. AI Silicon Google builds & trains on its own silicon which means TPUs remove the $NVDA markup that every other player pays & create a structurally lower cost of compute. The fact that $META & Anthropic are already in active discussions to purchase billions of dollars of TPU capacity confirms that Googles hardware strategy is working at scale. AI Data Engine Google also trains on the richest real-time data corpus in the world. Search"
X Link 2025-11-30T14:31Z 314.8K followers, 152.5K engagements
"SoftBanks CEO Son says he only sold $NVDA to free up cash for OpenAI because he thinks superintelligence will replace at least XX% of global GDP. its a reminder of how early we still are in this cycle and how big the model layer could get"
X Link 2025-12-01T12:40Z 314.8K followers, 54K engagements
"$NVDA isnt worried about $GOOGL TPUs. Google can run its own ASICs at cost but the industry still converges on Nvidia because frontier training & retrieval-heavy inference all require a full-stack platform that exists in every architecture. The Nvidia tax only disappears in a world with excess compute & were nowhere near that world"
X Link 2025-12-01T18:50Z 314.8K followers, 103.2K engagements
"$IREN dilution doesn't bother me. They are using their strength today to eliminate the worst version of the future and to set themselves up for a real $GOOGL or $META or $MSFT partnership. Thats exactly what you want an AI Utility operator to do before stepping into multi-gigawatt commitments. Im fine taking on more volatility if it means owning one of the only operators that can grow into the AI power & compute buildout. That is the whole point of this theme. The AI Utility trade is not for everyone & if these scale-first decisions create stress then it probably means this corner of the"
X Link 2025-12-02T14:11Z 314.8K followers, 155.5K engagements
"$OKTA Q3 EARNINGS Sales $742M vs Est. $730M EPS $XXXX vs Est. $XXXX cRPO $2.33B -- up XX% YoY FY26 Guidance Sales $2.91B vs Est. $2.89B EPS $XXXX vs Est. $3.37"
X Link 2025-12-02T21:06Z 314.8K followers, 22.1K engagements
"IWTB Morning Stream $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $WULF $AMZN $MELI $AMD $NVDA $SOFI $APLD $AVGO $GOOGL $AMZN $MSFT $META"
X Link 2025-12-03T14:14Z 314.8K followers, 39.9K engagements
"$GOOGL & $AAPL are partnering to make switching between iPhone &Android smoother. The next phase of AI (agents multimodal assistants on-device inference) requires users to be on newer hardware so reducing switching friction helps accelerate refresh cycles. If switching stays painful then people keep old phones longer which slows down how fast Apple & Google can push AI agents to billions of users at scale"
X Link 2025-12-08T21:08Z 314.8K followers, 34.2K engagements
"$TSLA TEASING A BIG REVEAL TUESDAY Some people think it could involve drones or a new propeller system which would slide right into Teslas vision for real-world AI platforms"
X Link 2025-10-05T19:37Z 314.8K followers, 177.1K engagements
"China still controls almost all rare earth production & refining but the U.S. is starting to rebuild its own chain: $UUUU separating oxides at commercial scale $IPX developing new refining tech to lift throughput $MP leading U.S. output & expanding into full-cycle processing $CRML & $TMRC building integrated mining and refining capacity $USAR & $IDR advancing early-stage exploration across key deposits $AREC recovering rare earths from coal waste to speed domestic supply $USAR & $IDR advancing early-stage exploration across key deposits Rare earths decide who controls the inputs behind AI"
X Link 2025-10-18T11:28Z 314.8K followers, 267.2K engagements
"MY ACTIVE SMALL-CAP WATCHLIST X. $ONDS Ondas X. $UUUU Energy Fuels X. $OSCR Oscar Health X. $RR Richtech Robotics X. $LEU Centrus Energy X. $OUST Ouster X. $ENVX Enovix X. $JOBY Joby Aviation X. $LMND Lemonade XX. $RCAT Red Cat"
X Link 2025-10-25T12:31Z 314.8K followers, 266.5K engagements
"$SOFI delivered 😏 Sales $962M vs Est. $891M EPS $XXXX vs Est. $XXXX Adj EBITDA XX% New Members +34% YoY to at least 3.5M FY25 Guidance Sales $3.54B vs Est. $3.45B EPS $XXXX vs Est. $XXXX GAAP Net $455M"
X Link 2025-10-28T11:10Z 314.8K followers, 217.2K engagements
"GROWTH STOCKS TAKE THE STAGE NEXT WEEK Monday $CIFR $PLTR $HIMS $NVTS $BWXT Tuesday $AMD $SMCI $ANET $TEM $ALAB $TEM $UBER $RIVN $SHOP $SPOT $HUT $AXON $ZETA Wednesday $HOOD $IONQ $ARM $LMND $U $CCJ $DOCN $APP $DUOL $ELF $EOSE $JOBY $FTNT $RXRX Thursday $CELH $QBTS $OSCR $VST $DDOG $FOUR $JMIA $SOUN $ABNB $TTD $IREN $ACHR $SMR $OPEN $MP $XYZ"
X Link 2025-11-02T13:59Z 314.8K followers, 171.4K engagements
"MICHAEL BURRY BETS AGAINST THE AI BOOM WITH XX% OF SCION IN $PLTR PUTS & XX% IN $NVDA PUTS"
X Link 2025-11-03T21:51Z 314.8K followers, 3.5M engagements
"12 MONOPOLIES SHAPING THE FUTURE X. $NVDA powers AI X. $META rules social X. $GOOGL owns search X. $PLTR became AIs OS X. $NFLX defined streaming X. $AXON runs public safety X. $TSLA drives real-world AI X. $ASML controls chipmaking X. $TSM owns chip production XX. $AMZN built global logistics XX. $SHOP powers SMB e-comm XX. $HOOD unlocked retail investing"
X Link 2025-11-16T14:20Z 314.8K followers, 439.5K engagements
"TOP X MOST CONTRACTED AI-COMPUTE CAPACITY IN DEVELOPMENT Contracted capacity is becoming the single most predictive metric in the entire AI-compute economy. X. $IREN 2.9GW X. $CRWV 2.9GW X. $CIFR 2.6GW X. $NBIS2.5GW X. $BITF 1.9GW These operators locked in land power & interconnection long before the rest of the market understood how tight the grid would get so now that AI demand is exploding they are monetizing the actual bottleneck in this cycle since power has become the pricing layer of intelligence. This is why billions of dollars in contracts from $GOOGL $MSFT $META $AMZN & $ORCL are"
X Link 2025-11-16T15:26Z 314.8K followers, 322.1K engagements
"Brutal pullbacks across a lot of the Fintwit favorites from their 52-week highs: $BMNR -XX% $DUOL -XX% $CRWV -XX% $RGTI -XX% $IONQ -XX% $OKLO -XX% $UUUU -XX% $HIMS -XX% $IREN -XX% $ASTS -XX% $ONDS -XX% $CIFR -XX% $OSCR -XX% $ORCL -41%"
X Link 2025-11-21T16:12Z 314.8K followers, 413K engagements
"$NVDA highlighted that physical AI is shaping up to be a multi-trillion-dollar opportunity. Heres the Top XX Robotics Index I would build: X. $SERV AI sidewalk delivery layer X. $ISRG surgical robotics standard X. $TSLA real-world robotics engine X. $RR hospitality automation stack X. $SYM robotic supply-chain operator X. $NVDA simulation-to-robotics platform X. $KTOS autonomous tactical drone stack X. $AMZN warehouse automation backbone X. $PLTR real-world autonomy operating layer XX. Anduril AI command-and-control system for autonomous warfighting Robotics is shaping up to be the biggest AI"
X Link 2025-11-22T13:38Z 314.8K followers, 369K engagements
"THE TOP GROWTH PERFORMERS OF 2025 X. $IREN +330% X. $OPEN +322% X. $OKLO +316% X. $MP +254% X. $CIFR +205% X. $NBIS +201% X. $HOOD +188% X. $PL +176% X. $ONDS +163% XX. $JMIA +158% XX. $EOSE +154% XX. $MU +146% XX. $ASTS +143% XX. $QBTS +143% XX. $PGY +133%"
X Link 2025-11-22T14:07Z 314.8K followers, 112.3K engagements
"VWAP is the average price weighted by where real money actually bought the stock after a catalytic move & its my favorite metric to track during market pullbacks. Here are the anchored VWAPs at the April tariff-war bottoms: AI Hardware $NVDA -- $XXX $TSM -- $XXX $AMD -- $XXX AI Utility $IREN -- $XX $NBIS -- $XX $CIFR -- $XX AI Power $EOSE -- $XX $VST -- $XXX $CEG -- $XXX AI Connectivity $AVGO -- $XXX $ALAB -- $XXX $MRVL -- $XX AI Security $MSFT -- $XXX $CRWD -- $XXX $NET -- $XXX AI Applications $PLTR -- $XXX $SNOW -- $XXX $MDB -- $XXX Nuclear Energy $OKLO -- $XX $CCJ -- $XX $LEU -- $XXX Space"
X Link 2025-11-22T14:31Z 314.8K followers, 209K engagements
"Holy $GOOGL 😳"
X Link 2025-11-25T11:35Z 314.8K followers, 71.7K engagements
"The funny part about people calling the $GOOGL & $META TPU deal the start of $NVDA pricing power erosion is that the biggest near-term winners arent even the chip vendors. It is the Futurum Data Center XX because they are the ones who can turn cheap stable energy into fully deployed & monetized compute at scale. Futurum DC10 AI Compute Layer: $NBIS $CIFR $IREN $WULF Nuclear Layer: $CCJ $LEU $OKLO Power Layer: $CEG $EOSE $VST"
X Link 2025-11-25T13:04Z 314.8K followers, 130.7K engagements
"Futurum Equities Podcast Episode #21 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $AVGO $GOOGL $AMZN $META $CEG $LEU $OKLO $EOSE"
X Link 2025-11-25T21:07Z 314.8K followers, 78.9K engagements
"$GOOGL Waymo is now over XX% of all SF rides 👀"
X Link 2025-11-28T13:16Z 314.8K followers, 89K engagements
"President Trump says tariffs could completely replace income taxes. If this ever moved forward the market would lose its mind"
X Link 2025-11-28T14:41Z 314.8K followers, 65.3K engagements
"This video makes it obvious that $MELI is a robotics story as much as it is an e-commerce or fintech story. Its the only player in LATAM that owns the marketplace the payments rail the credit engine the logistics network & now the automation layer tying it all together. That compounding flywheel is why its my second-biggest position"
X Link 2025-11-29T12:07Z 314.8K followers, 88.6K engagements
"KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES $SPY is less than X% off ATH but most of the Fintwit names still need real price construction before they can reclaim trend. $NVDA $AMD $EOSE $OPEN $TSLA $PLTR $IREN $CIFR $NBIS $ONDS $OKLO $RKLB $ASTS $IONQ $HOOD $SOFI $TEM $ACHR $OSCR $HIMS"
X Link 2025-11-29T13:51Z 314.8K followers, 44.7K engagements
"DATA CENTERS WILL HIT XX% OF U.S. POWER DEMAND BY 2029 X names to watch: $NNE grid buildout $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"
X Link 2025-11-29T14:30Z 314.8K followers, 246.9K engagements
"We now have 80GW of capacity built underway for 2025 which is 8x the 2022 level. Almost all of it is planned because everyone wants to build & almost nobody can get the power approvals fast enough. The winners will be the companies that can turn cheap stable power into fully cooled monetized compute: $CCJ uranium supply $CEG nuclear baseload $SMR modular nuclear reactors $OKLO micro-nuclear generation $EOSE zinc long-duration storage $GEV power-conversion hardware $VRT power distribution & cooling $VST flexible generation & storage $TSLA utility-scale lithium storage $NNE utility-scale"
X Link 2025-11-30T12:51Z 314.8K followers, 95.3K engagements
"Eric Schmidt is effectively describing a fork in the global AI system that will define the next decade. The U.S. is building closed frontier stacks while China is seeding the world with free LLMs that every startup can absorb. Chinas strategy makessense to me because it has the lowest-cost energy base for AI so open-sourcing its models accelerates ecosystem adoption at global scale. But even if China releases millions of small open models the highest-value workloads still end up running on $NVDA hardware inside $AMZN $MSFT & $GOOGL clouds & on enterprise platforms like $PLTR $SNOW & $NOW."
X Link 2025-11-30T15:25Z 314.8K followers, 172.7K engagements
"$TSLA Elon Musk saying Bitcoin is the first currency whose backing isnt political trust but raw energy"
X Link 2025-11-30T17:14Z 314.8K followers, 65.3K engagements
"A rough start to December for crypto $BTC -X% $ETH -X% $SOL -9%"
X Link 2025-12-01T13:01Z 314.8K followers, 49.9K engagements
"China is no longer the thing you need for the $NVDA bull case. The core story is that utilization is running at full capacity & management already has visibility into $500B of Blackwell & Rubin revenue through 2026 without any help from a China rebound"
X Link 2025-12-01T14:59Z 314.8K followers, 131.2K engagements
"Tom Lee thinks Bitcoin $BTC takes out its all-time high by the end of Jan 2026"
X Link 2025-12-01T16:14Z 314.8K followers, 100K engagements
"$JPM argues AI isnt a bubble because the cycle is being funded by real cash flow real demand & real infrastructure even as markets struggle to price a technology compounding far faster than traditional expectations. They think this mismatch only widens from here since Mag X forecasts show 2026 EPS growing past 20%"
X Link 2025-12-02T12:35Z 314.8K followers, 40.4K engagements
"$DELL founder Michael Dell is putting $6.3B behind Trumps plan to give every newborn an investment account 👏🏻"
X Link 2025-12-02T12:49Z 314.8K followers, 244.2K engagements
"$AMZN IS ROLLING OUT ITS LATEST AI CHIPS TO COMPETE DIRECTLY WITH $NVDA & $GOOGL All the updates: Trainium X UltraServers are live with XXX chips & 4x the compute of the prior generation. Amazon can connect thousands of them into clusters with up to one million chips. Anthropic remains Amazons primary training partner & scaling toward one million Trainium X chips. Scaling Trainium X depends on AWS securing enough power which is the constraint for every major player. Memory still trails Nvidia & Google which shows Amazon is competing on cost & integration rather than peak performance"
X Link 2025-12-02T16:11Z 314.8K followers, 97.1K engagements
"ETHEREUM $ETH BACK ABOVE $3000"
X Link 2025-12-02T16:57Z 314.8K followers, 43.7K engagements
"President Trump refers to Kevin Hassett as a potential Fed Chair. Polymarket pricing it at XX% still feels low 🤔"
X Link 2025-12-02T20:01Z 314.8K followers, 24.8K engagements
"President Trump just signaled Kevin Hassett will be the next Fed Chair. Hassett has spent his career arguing the economy runs faster when capital stays cheap & the Fed stays expansion-leaning. So freaking bullish"
X Link 2025-12-02T20:36Z 314.8K followers, 301.2K engagements
"$CRWD Q3 EARNINGS Sales $1.23B vs Est. $1.22B EPS $XXXX vs Est. $XXXX FCF $296M vs Est. $276M ARR $4.92B vs Est. $4.90B Falcon Flex ARR: $1.4B -- up XXX% YoY Net New ARR: $265M -- up XX% YoY FY26 Guidance Sales $4.81B vs Est. $4.79B EPS $XXXX vs Est. $3.68"
X Link 2025-12-02T21:19Z 314.8K followers, 42.9K engagements
"$ONDS won a national autonomous border-protection program securing prime-contractor status over major defense primes. The first purchase order is expected in 2026 as Ondas delivers the drones launch systems & AI software powering the autonomous defense network"
X Link 2025-12-03T14:14Z 314.8K followers, 52.7K engagements
"$AMZN is building its own chips because controlling the silicon layer lets AWS shape performance pricing & deployment on its own schedule. The more deeply Trainium get woven into AWS workloads then the more locked in the ecosystem becomes & the more leverage Amazon gains in the AI infra race"
X Link 2025-12-03T15:18Z 314.8K followers, 35.6K engagements
"Michael Burry just criticized Bitcoin $BTC as worthless & tied to criminal activity by calling it the tulip bulb of our time 👀"
X Link 2025-12-03T17:51Z 314.8K followers, 110.5K engagements
"@fiscal_ai Here are the key levels to watch for $CRWD on a potential entry that's using Price Action Concepts Indicator from LuxAlgo:"
X Link 2025-12-03T18:17Z 314.8K followers, 12.1K engagements
"$NVDA CEO Jensen Huang said we should expect a wave of small nuclear reactors within the next 6-7 years. $UUUU & $UEC are direct beneficiaries of federal stockpile buys for domestic supply $CCJ locks in pricing power as markets reset $OKLO & $SMR ride downstream demand for next-gen reactor cycles needing secure fuel"
X Link 2025-12-03T19:58Z 314.8K followers, 280K engagements
"Go open your $HOOD app and look up $IREN. You'll see exactly why the stock is moving & you'll also see me on the opposite side of Jim Cramer on this one"
X Link 2025-12-03T20:18Z 314.8K followers, 72K engagements
"$SNOW earnings in XX minutes 👀"
X Link 2025-12-03T20:36Z 314.8K followers, 15K engagements
"Jensen is making it clear that $NVDA is a platform because every major AI workflow (model training fine-tuning inference simulation robotics digital twins) is already built around Nvidias APIs & libraries The switching costs are enormous"
X Link 2025-12-03T22:21Z 314.8K followers, 48.8K engagements
"$HIMS OFFICIALLY ENTERING CANADA AS ITS NEXT MAJOR INTERNATIONAL MARKET"
X Link 2025-12-04T12:35Z 314.8K followers, 65.5K engagements
"$NVDA CEO Jensen Huang predicts XX% of the world's knowledge will be AI-generated within 2-3 years 😳"
X Link 2025-12-04T13:38Z 314.8K followers, 42.6K engagements
"My thesis on $META has been that they are on track to become one of the largest AI compute platforms in the world built on top of the most engaged network ever created. I have been vocal that at some point Zuck would realize that the marginal return on another dollar invested in VR/AR is nowhere near the return on a dollar invested in AI training inference & the compute infrastructure arms race that is defining the next decade of competition. Todays shift confirms that recognition & removes the biggest capital-allocation overhang on the stock. I added more shares today"
X Link 2025-12-04T15:25Z 314.8K followers, 66.4K engagements
"Thematic names are ripping even with $SPY & $QQQ red: $PATH +20% $ASTS +15% $EOSE +13% $PRME +12% $OKLO +11% $IONQ +11% $SMR +11% $VKTX +10% $SERV +10% $RGTI +9% $QBTS +9% $PL+8% $RKLB +7% $CIFR +6% $JOBY +6% $CRWV +6%"
X Link 2025-12-04T16:40Z 314.8K followers, 61.2K engagements
"$SOFI announces a $1.5B public offering of common stock"
X Link 2025-12-04T21:20Z 314.8K followers, 311.9K engagements
"$OKLO sets up a $1.5B ATM equity offering program"
X Link 2025-12-04T22:02Z 314.8K followers, 84.7K engagements
"$NVDA CEO Jensen Huang said the US must invest far more in energy capacity because every new industry sits on top of it. There are no new industries you can grow without energy"
X Link 2025-12-05T00:39Z 314.8K followers, 75.2K engagements
"This is the cleanest snapshot of who is actually manufacturing the AI economy and who is leasing their way into it. $GOOGL $MSFT $META & $AMZN can push 50-80% of operating cash flow into capex without stressing the balance sheet which is why they will continue to define the pace of AI compute networking & data-center buildouts. $ORCL by contrast is carrying 4x the leverage to chase the same cycle which is why the market has been repricing their stock over the past month. $CRWV sits above 7x because their economics only work if they scale quickly enough to refinance on better terms. I do think"
X Link 2025-12-05T12:53Z 314.8K followers, 116.1K engagements
"$META just secured a wave of AI data deals with major news publishers including USA Today People CNN & Fox News. Meta is clearly building a broader training pipeline by locking in commercial access to premium newsroom data"
X Link 2025-12-05T13:03Z 314.8K followers, 36.6K engagements
"Holy $RBRK 😳 Their earnings yesterday validated why it was one of my top 2026 picks. Rubrik is positioning itself as THE vault securing the future of AI data"
X Link 2025-12-05T15:24Z 314.8K followers, 68.9K engagements
"$CVNA IS NOW OFFICIALLY INCLUDED IN THE S&P 500"
X Link 2025-12-05T22:19Z 314.8K followers, 106.6K engagements
"THE TOP GROWTH PERFORMERS OF 2025 X. $OKLO +393% X. $IREN +355% X. $OPEN +347% X. $CIFR +316% X. $MP +298% X. $ONDS +254% X. $HOOD +254% X. $NBIS +254% X. $ASTS +250% XX. $QBTS +221% XX. $JMIA +218% XX. $PL +216% XX. $EOSE +208% XX. $MU +182% XX. $PGY +167%"
X Link 2025-12-06T12:30Z 314.8K followers, 101.7K engagements
"$AMZN ad business should be worth $350B It is already a $65B biz growing XX% with XX% margins. $META trades 13x EBITDA w/ Meta Ads up XX% $GOOGL trades 19x EBITDA w/ YouTube ads up XX% $TTD trades 14x EBITDA growing XX% If you apply a 15x EBITDA multiple to Amazon's ad unit (which is the second fastest advertising engine at scale) then you arrive at $350B of value. That is XX% of Amazon's market cap before you even touch AWS or retail"
X Link 2025-12-07T14:16Z 314.8K followers, 101.4K engagements
"Lutnick just said U.S. needs a real nuclear arsenal & power capacity to anchor its future strength $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $EOSE long-duration storage"
X Link 2025-12-07T15:43Z 314.8K followers, 348.8K engagements
"$MSFT & $ORCL are heavily tethered to OpenAI for their AI backlog. $AMZN is building AI demand without that dependence which makes AWS growth cleaner while the other two look like a leveraged bet on OpenAI"
X Link 2025-12-07T16:56Z 314.8K followers, 74K engagements
"Elon Musk saying that the next leg of AI scaling wont come from squeezing more power on Earth but from adding compute through low-cost satellites that plug directly into Starlink. The market is completely mispricing how explosive the space economy is about to get over the next X years. $RKLB can put the hardware up there & $ASTS can move the data if space-based compute actually happens"
X Link 2025-12-07T17:33Z 314.8K followers, 212K engagements
"President Trump said the proposed $NFLX & $WBD deal could be a problem"
X Link 2025-12-08T00:16Z 314.8K followers, 69.1K engagements
"$HOOD is expanding into Indonesia. The company is acquiring Buana Capital Sekuritas & a licensed crypto trader to enter a market with 19M capital-market investors & 17M crypto traders"
X Link 2025-12-08T01:20Z 314.8K followers, 35.6K engagements
"$IBM IS BUYING $CFLT FOR $11B"
X Link 2025-12-08T03:29Z 314.8K followers, 89.5K engagements
"$CRWV is raising $2B in convertible notes due 2031 with another $300M option for buyers They have to keep doing deals like this because every GPU clusters networking & power buildouts are massively expensive & must be done ahead of customer demand This wont be the last raise"
X Link 2025-12-08T12:41Z 314.8K followers, 66.2K engagements
"The timing of this post couldnt be better with the news that $IBM is buying $CFLT 👀"
X Link 2025-12-08T13:08Z 314.8K followers, 11.8K engagements
"President Trump is signing a One Rule AI order that replaces XX state approval regimes with a single federal framework. It signals the administration wants AI platforms to scale faster by removing regulatory friction & uncertainty. We're still so early in the AI cycle"
X Link 2025-12-08T13:44Z 314.8K followers, 100.7K engagements
"The real AI moat in 2026 will be whoever can distribute intelligence at the largest scale across hardware apps devices & enterprise workflows. The companies that control the defaults like $AAPL on devices $GOOGL on search $MSFT in the enterprise & $META in attention are the ones that will shape how AI reaches billions of people. Sam Altman knows this better than anyone which is why he called a Code Red since Google doesnt need Gemini to beat OpenAI model-for-model. It just needs to be good enough to monetize the intelligence layer across products people already touch every hour of the day"
X Link 2025-12-08T17:16Z 314.8K followers, 43.8K engagements
"I really hope $NFLX lands the $WBD deal. The new digital economy every screen becomes a programmable surface & every franchise becomes a reusable digital asset that can be recombined extended personalized & monetized across SO many formats. Youd have the leading global distribution platform absorbing one of the last great legacy IP vaults plus a studio engine that can manufacture franchise extensions on command. It could genuinely be the move that launches Netflix toward a trillion-dollar valuation"
X Link 2025-12-08T21:23Z 314.8K followers, 52.6K engagements
"$RKLB completed qualification and acceptance testing for Neutrons Hungry Hippo fairing. This clears one of the final engineering hurdles & moves Neutron into full launch-prep mode so were officially in getting close to first flight territory"
X Link 2025-12-08T22:06Z 314.8K followers, 59K engagements
"$NVDA gained $200B today on H200 approval. One phone call from Trump and Jensen basically added a Fortune-100 company in market cap. And if China revenue really comes back next year then that could stack another $2530B in annual sales on top"
X Link 2025-12-08T22:19Z 314.8K followers, 150.5K engagements
"Tiger Global says $GOOGL Waymo is now running 450k paid rides per week which is almost double Aprils 250k as it expands onto freeways and into new cities. They argue that surge is justified because Waymo is already 10x safer than human drivers"
X Link 2025-12-09T11:50Z 314.8K followers, 148.7K engagements
"$META COULD DROP ITS NEW AI AVOCADO MODEL IN Q1"
X Link 2025-12-09T13:50Z 314.8K followers, 79.4K engagements
"$GOOGL says the Pentagons Chief Digital & AI Office has selected Gemini for Government as the first enterprise AI on its GenAI platform"
X Link 2025-12-09T15:18Z 314.8K followers, 49.4K engagements
"$PYPL is nearing a deal to become the NFLs first peer-to-peer banking sponsor as $V long-running rights package expires. It wouldnt be surprising if this move accelerates deeper integration into the college NIL ecosystem"
X Link 2025-12-09T16:08Z 314.8K followers, 18K engagements
"$NFLX is in its largest drawdown in three years 😳"
X Link 2025-12-09T16:37Z 314.8K followers, 94.8K engagements
"MY TOP XX SMALL-CAP NAMES BEHIND A XXX% CAGR PORTFOLIO X. $RKLB -- building the future of space logistics X. $CLPT -- navigation platform for neurosurgeons X. $JMIA -- scaling logistics across Africa X. $ASTS -- bridging global connectivity from space X. $IONQ -- push for a quantum network X. $EOSE -- powering the grid with long-duration zinc storage X. $VKTX -- oral/injectable GLP-1s for obesity & diabetes X. $TMDX -- expanding organ care with fleet & network effect X. $BEAM -- editing the future of genetic medicine XX. $NVTS -- powering AI data centers with GaN chips"
X Link 2025-10-04T13:31Z 314.8K followers, 209.1K engagements
"Breaking down the AI deals between $NVDA $AMD & OpenAI"
X Link 2025-10-06T17:13Z 314.8K followers, 1.6M engagements
"UPDATED FIB LEVELS FOR POPULAR GROWTH STOCKS X. $NVDA -- $XXX X. $AMD -- $XXX X. $TSLA -- $XXX X. $HIMS -- $XX X. $ASTS -- $XX X. $RKLB -- $XX X. $TEM -- $XX X. $IONQ -- $XX X. $JOBY -- $XX XX. $PLTR -- $XXX XX. $IREN -- $XX XX. $NBIS -- $XX XX. $OSCR -- $XX XX. $CIFR -- $XX XX. $SOFI -- $XX XX. $OPEN -- $X XX. $HOOD -- $XXX XX. $OKLO -- $XXX XX. $ACHR -- $XX XX. $ONDS-- $5"
X Link 2025-10-18T09:00Z 314.8K followers, 363.4K engagements
"THE TOP GROWTH PERFORMERS OF 2025 X. $OKLO +541% X. $IREN +541% X. $OPEN +398% X. $MP +354% X. $CIFR +345% X. $NBIS +323% X. $NVTS +294% X. $QBTS +289% X. $HOOD +275% XX. $ASTS +249% XX. $PL +237% XX. $EOSE +230% XX. $QS +224% XX. $PGY +213% XX. $ONDS +191%"
X Link 2025-10-25T09:52Z 314.8K followers, 189.6K engagements
"Michael Burry somewhere right now. $NVDA"
X Link 2025-11-19T21:32Z 314.8K followers, 699.9K engagements
"$ORCL IS NOW APPROACHING ITS LARGEST DRAWDOWN IN A DECADE"
X Link 2025-11-25T14:44Z 314.8K followers, 125.2K engagements
"$NVDA just responded to the $GOOGL TPU headlines. Nvidia basically just said congrats on the TPUs while reminding everyone its still a full generation ahead and the only platform that can run every major AI model anywhere it needs to run"
X Link 2025-11-25T17:07Z 314.8K followers, 151.5K engagements
"$GOOGL is basically saying the long-term bottleneck for AI is power. If TPUs can operate in space where solar is 8x stronger then power stops being the constraint & the cost curve for compute opens up in a meaningful way"
X Link 2025-11-26T12:54Z 314.8K followers, 180.8K engagements
"Why is $ORCL down XX% in the past month Because Oracle is taking on the most aggressive capex plan in the industry & funding a data center buildout that is outsized relative to its revenue base. When you tie $500B of future obligations to one counterparty in OpenAI then the market starts assigning a Sam Altman risk premium. The upside is very real if demand holds & if Oracle can deploy capacity faster than $AMZN $MSFT or $GOOGL but the balance-sheet and concentration risks are just as real. I think the payoff will be enormous"
X Link 2025-11-26T14:16Z 314.8K followers, 142.6K engagements
"I have a lot to be thankful for this year & Thanksgiving always forces a kind of honest inventory. Two years ago this was nothing more than a side project. It started because I was a 30-year-old director at a Fortune XX company working a cushy job with the ladder laid out in front of me the path to the C-suite mapped & all the stability youre supposed to want but every day it felt like my work was just making the rich richer & none of it felt like impact at scale. That tension (combined with my wife being tired of me talking her ear off about stocks) is what pushed me to open an X account. I"
X Link 2025-11-27T14:49Z 314.8K followers, 91.2K engagements
"Its a massive earnings week for anyone living in growth. Monday $MDB $CRDO Tuesday $CRWD $MRVL $OKTA $GTLB $PSTG $ASAN Wednesday $SNOW $CRM $PATH $AI Thursday $RBRK $S $IOT $DOCU $TTAN"
X Link 2025-12-01T01:32Z 314.8K followers, 51K engagements
"Theres likely a real buying spree coming in software as many names stay stuck in the doghouse for failing to evolve beyond horizontal SaaS in the AI economy. XX names that fit this narrative: $S SentinelOne $CFLT Confluent $GTLB GitLab $OKTA Okta $TWLO Twilio $OS OneStream $PD PagerDuty $PATH UiPath $BRZE Braze $FROG JFrog"
X Link 2025-12-03T17:36Z 314.8K followers, 81.4K engagements
"$AMZN plans to pull most parcels from USPS & route them through its own network by late 2026 It reinforces one of the biggest moats on the planet since every step Amazon internalizes makes the logistics flywheel spin faster & makes the gap nearly impossible for rivals to close"
X Link 2025-12-04T11:42Z 314.8K followers, 50.2K engagements
"$META just gained $100B in market cap on a move that saves them $5B a year. Well played Zuck"
X Link 2025-12-04T14:15Z 314.8K followers, 489.5K engagements
"$RBRK delivered 😏 Sales $350M vs Est. $321M EPS $XXXX vs Est. ($0.17) ARR $1.35B -- up XX% YoY Q4 Guidance Sales $342M vs Est. $325M EPS ($0.11) vs Est. ($0.13)"
X Link 2025-12-04T21:09Z 314.8K followers, 45.1K engagements
"TEN MOST LIKELY CANDIDATES FOR S&P XXX INCLUSION TODAY AFTER THE BELL X. $SOFI SoFi X. $RDDT Reddit X. $VEEV Veeva X. $PSTG Pure Storage X. $ZM Zoom X. $ALAB Astera Labs X. $VRT Vertiv X. $MSTR Strategy X. $COHR Coherent XX. $AFRM Affirm"
X Link 2025-12-05T11:24Z 314.8K followers, 519.3K engagements
"Im a young millennial and so many people my age feel stuck in this weird in-between. Too late to buy affordable property and too early for the TikTok or Instagram creator wave but the irony is we are perfectly positioned for something bigger. We get to participate in the early innings of the largest industrial buildout since the internet with trillions in capex pouring into the physical layer of the AI economy and were early enough to capture it in real time: $NVDA & $AMD are building the compute layer $TSLA is pushing the robotics layer $PLTR is defining the intelligence layer $AMZN $MSFT &"
X Link 2025-12-05T13:35Z 314.8K followers, 105.7K engagements
"Futurum Equities Podcast Episode #22 $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $VST $WULF $AMZN $MELI $AMD $NVDA $SOFI $VKTX $AVGO $GOOGL $AMZN $META $CEG $SOFI $OKLO $EOSE $META"
X Link 2025-12-05T14:14Z 314.8K followers, 61.6K engagements
"TOP XX FAVORITE NAMES TRADING UNDER $XX X. $ONDS Ondas X. $NVTS Navitas X. $PRME Prime Medicine X. $ACHR Archer Aviation X. $PSNL Personalis X. $GRAB Grab X. $OPEN Opendoor X. $ENVX Enovix X. $RR Richtech Robotics XX. $INDI indie Semiconductor"
X Link 2025-12-06T11:55Z 314.8K followers, 249.6K engagements
"MY TOP X GROWTH POSITIONS HEADING INTO 2026 X. $RKLB building future of space logistics X. $CLPT navigation platform for neurosurgeons X. $JMIA scaling logistics across Africa X. $EOSE powering the grid with long-duration zinc storage X. $TMDX expanding organ care with fleet & network effect Total return since 2023: +335% vs +63% for the S&P 500"
X Link 2025-12-06T14:58Z 314.8K followers, 197.6K engagements
"OpenAIs new data shows that users saving more than XX hours a week consume 8x the compute of light users so the real productivity shows up only when AI becomes part of the core workflow. The AI economy will concentrate in platforms that can drive high-intensity usage: $NET Edge inference & global AI delivery $GOOGL Gemini usage spanning search Workspace & Cloud $AMZN Bedrock model consumption & AWS agent workloads $PLTR Decision-layer systems that expand as workflows deepen $META AI agents embedded across messaging feeds & commerce $MSFT Copilot integrated into Office Windows & enterprise"
X Link 2025-12-08T13:21Z 314.8K followers, 25.2K engagements
"$BMNR up over XX% ahead of the Fed tomorrow"
X Link 2025-12-09T18:59Z 314.8K followers, 45.4K engagements
"UBS predicts that the AI industry's revenue will grow at a CAGR of XX% from $83B in 2024 to $420B in 2027. Which current chip stock is the most undervalued at its current valuation🧐 $AMD $ASML $MRVL $NVDA $INTC $TXN $LRCX $ADI $KLAC $AVGO $AMAT $TSM $NXPI $QCOM"
X Link 2024-03-27T11:30Z 314.5K followers, 87.8K engagements
"🚨 $PATH Q2 Earnings Update 🚨 Sales $316M vs Est. $304M EPS $XXXX vs Est. $XXXX Q3 Guidance Sales $348M vs Est. $347M FY Guidance Sales $1.43B vs Est. $1.41B Announces $500M expansion of stock repurchase program"
X Link 2024-09-05T20:20Z 314.5K followers, 15.9K engagements
"$SMCI troubles are snowballing 👇 Super Micro has halted construction of a new factory in Malaysia prompting YTL Corp. to shift its $NVDA AI server orders to Taiwan's Wiwynn for a major AI data center -- marking the first significant order transfer 👀"
X Link 2024-11-11T14:11Z 314.5K followers, 38.4K engagements
"Pulling Back the Curtain on My Growth Portfolio Investing isnt a pursuit of fleeting trends or the ephemeral allure of hype cycles -- its about recognizing companies not merely adapting to the tides of change but actively forging new landscapes. Every position I take is an extension of that ethos a testament to the belief that true growth is not found in the echoes of the present but in the resonance of the future. The goal is not to chase momentum but to identify the structural architects of disruption -- those firms poised to redefine industries over the coming decade and beyond. $PLTR"
X Link 2025-02-14T13:12Z 314.8K followers, 391.2K engagements
"$NVDA IS TRADING AT LESS THAN HALF THE FORWARD EARNINGS MULTIPLE OF $COST 😳"
X Link 2025-04-16T15:52Z 314.5K followers, 235.3K engagements
"$NVDA CEO: "EVERY FUTURE DATA CENTER WILL BE POWER-LIMITED" $CCJ uranium supply $CEG carbon-free baseload $VRT power + cooling systems $OKLO micro-nuclear for edge compute $NNE renewable grid expansion $NVTS chip-level power efficiency"
X Link 2025-06-01T14:47Z 314.6K followers, 393.5K engagements
"ANDURIL CEO JUST SAID WE ARE DEFINITELY GOING PUBLIC Ill be ready to load up when it lists to make this a core position in my growth portfolio 🤩"
X Link 2025-06-10T22:40Z 314.6K followers, 611.5K engagements
"NAMES TO WATCH AS AI DATA CENTERS HIT AN ENERGY BOTTLENECK $TSLA -- Megapack lithium-ion batteries for utility-scale data center storage $EOSE -- Zinc-based long-duration storage for grid stability $CCJ -- Uranium supply for nuclear generation $VRT -- Power distribution thermal management & racks for hyperscale data centers $OKLO -- Microreactors providing on-site nuclear generation for data-intensive facilities $CEG -- Largest U.S. nuclear fleet delivering carbon-free baseload $NNE -- Developer of utility-scale wind & solar projects powering AI data loads $VST -- Independent power producer"
X Link 2025-08-16T13:01Z 314.8K followers, 540.1K engagements
"WHO CONTROLS THE LIMITED $TSM ADVANCED CHIP PACKAGING THROUGH 2026 $NVDA XX% $AVGO XX% $AMD XX% $AMZN X% $MRVL X% TSMC is clearly prioritizing Nvidia -- making it the gatekeeper of AI compute"
X Link 2025-08-18T12:41Z 314.5K followers, 82.8K engagements
"$TSLA TO UNVEIL 3RD-GEN HUMANOID ROBOT IN 2025 Elon Musk is betting the Optimus line can scale to X million units a year by 2030 positioning Tesla as the leader of the coming physical AI economy"
X Link 2025-09-30T10:24Z 314.4K followers, 79.3K engagements
"$DOCN is quietly positioning itself as an AI utility for developers & SMBs. Today it unveiled an AI Partner Program & a major AI Ecosystem expansion. The platform now offers $AMD & $NVDA GPUs along with top models from $META OpenAI DeepSeek & Mistral"
X Link 2025-10-02T11:38Z 314.6K followers, 36.3K engagements
"10 MONOPOLIES SHAPING THE FUTURE X. $GOOGL owns search X. $TSM is the AI factory X. $TSLA leads real-world AI X. $ASML is the AI kingmaker X. $NVDA powers AI compute X. $AMZN built global logistics X. $AXON runs public safety tech X. $PLTR is AIs operating system X. $META dominates social media XX. $MSFT runs enterprise software"
X Link 2025-10-04T11:44Z 314.8K followers, 273.8K engagements
"MY TOP XX DCA PLAN IF THIS PULLBACK IS REAL X. $ONDS the drone connectivity layer X. $OKLO nuclear power for the AI edge X. $TSLA energy + robotics optionality X. $AMD the next leg of the compute cycle X. $MELI LATAMs digital economy engine X. $EOSE storage built for nonstop compute X. $IREN building compute at industrial scale X. $GOOGL runs the full stack of the AI economy X. $NBIS the GPU utility w/ hyperscaler contracts XX. $HOOD turning retail attention into profit streams"
X Link 2025-10-11T12:16Z 314.5K followers, 461.2K engagements
"AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT XX YEARS Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles. Nuclear will anchor the baseload with $OKLO $SMR $BWXT & $CEG developing modular reactors that deliver nonstop clean power straight to AI campuses. Transmission & cooling will close the loop with $VST & $VRT expanding the grid and infrastructure that move the energy behind AIs next decade. Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG"
X Link 2025-10-12T12:25Z 314.8K followers, 379.3K engagements
"$NVTS up XX% & $EOSE up XX% in the same session tells you exactly where capital is rotating. Navitas builds silicon that converts energy into compute while Eos stores it to keep workloads running 24/7. Both are direct plays on energy layer behind next leg of the AI buildout"
X Link 2025-10-13T17:10Z 314.4K followers, 128K engagements
"The Fear and Greed Index is sitting at extreme fear and the VIX is at XX while $SPY & $QQQ are still less than X% from all time highs. The data and the mood are telling two very different stories"
X Link 2025-10-16T18:34Z 314.5K followers, 241.9K engagements
"Brutal reset for growth. The biggest pullbacks off recent highs: $ONDS -XX% $QBTS -XX% $RGTI -XX% $OKLO -XX% $IONQ -XX% $ALAB -XX% $RR -XX% $ASTS -XX% $NBIS -XX% $QS -XX% $IREN -XX% $HIMS -XX% $CIFR -XX% $BMNR -XX% $HOOD -21%"
X Link 2025-10-22T16:36Z 314.4K followers, 456.8K engagements
"PRESIDENT TRUMPS COMPLETE ROADMAP FOR QUANTUM Quantum Computers & Cloud Services $IONQ $RGTI $IBM $GOOGL $QUBT $QBTS $HON Data Storage & Management $QMCO $WIMI Quantum Chip Solutions $INTC $HOLO Quantum Security/Encryption $LAES $ARQQ"
X Link 2025-10-23T13:06Z 314.8K followers, 582.3K engagements
"$OKLO just filed a $3.5B mixed shelf offering"
X Link 2025-10-30T10:21Z 314.2K followers, 161.1K engagements
"5 COMPANIES POWERING $NVDA 800V DC ALLIANCE The biggest theme across Nvidia GTC event & the $AMZN $META $GOOGL & $MSFT earnings was compute demand is exploding but power delivery struggles to keep up. Thats why the Nvidias 800V DC Alliance matters since its how the next generation of AI factories will run nonstop without blowing through energy budgets or cooling limits. The companies in this group are building that layer of the AI stack: X. $STM scaling SiC devices from EVs to data center energy systems X. $AOSL supplying power control chips inside AI servers & networking gear X. $GEV"
X Link 2025-11-01T12:16Z 314.8K followers, 118.6K engagements
"$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space. This is exactly why access to powered data centers has become the new leverage point. If compute is easy to buy but power is hard to get the leverage moves to whoever controls energy & infrastructure. Every new data center that $MSFT $GOOGL $AMZN $META & $ORCL are trying to build needs hundreds of megawatts of steady"
X Link 2025-11-02T12:42Z 314.8K followers, 2.7M engagements
"$ASML is the AI kingmaker because every LLM GPU stack & advanced chip is built using its machines. Watch how its lithography tech makes it all possible"
X Link 2025-11-02T15:33Z 314.8K followers, 97.9K engagements
"$PLTR quarter is one of those moments where operating reality & market imagination finally meet and the question is whether the imagination has gone too far. I don't think people realize how insane it is to grow revenue XX% while maintaining XX% operating margins in software. That level of efficiency is almost unheard of which is why $NVDA CEO Jensen Huang called Palantirs ontology the most important enterprise stack in the world. The ratio of commercial revenue to customer count is just as extreme with only XXX commercial customers generating $400M in one quarter when most software companies"
X Link 2025-11-04T12:57Z 314.8K followers, 364.9K engagements
"$SNOW & $SAP are partnering to link SAPs Business Data Cloud with Snowflakes AI Data Cloud to enable real-time zero-copy sharing & native AI access. It puts Snowflake in line to power AI workloads across SAPs massive enterprise base"
X Link 2025-11-04T16:01Z 314.5K followers, 28.6K engagements
"$AMZN just added NuPay to Amazon Brazil giving $NU 123M users instant credit line boosts & up to 24-month installment options. This is Amazon building native credit rails across Latin Americas fastest-growing consumer economy"
X Link 2025-11-05T14:25Z 314.8K followers, 72K engagements
"$DUOL now trades at 21x FCF while still growing revenue XX% with XX% margins"
X Link 2025-11-05T22:03Z 314.6K followers, 184.9K engagements
"$GOOGL is planning a major AI data center on Australias Christmas Island after its defense cloud deal with Canberra"
X Link 2025-11-06T12:31Z 314.4K followers, 32.1K engagements
"$TTD Q3 EARNINGS Sales $739M vs Est. $719M EPS $XXXX vs Est. $XXXX EBITDA $317M vs Est. $279M Q4 Guidance Sales $840M vs. Est. $831M EBITDA $375M vs Est. $368M Announces additional $500M share repurchase authorization"
X Link 2025-11-06T21:02Z 314.2K followers, 48K engagements
"THE TOP GROWTH PERFORMERS OF 2025 X. $IREN +535% X. $OKLO +431% X. $CIFR +346% X. $OPEN +310% X. $NBIS +302% X. $EOSE +276% X. $MP +276% X. $QBTS +251% X. $HOOD +250% XX. $ASTS +228% XX. $QS +220% XX. $PL +217% XX. $SYM +194% XX. $JMIA +185% XX. $MU +183%"
X Link 2025-11-08T11:49Z 314.8K followers, 461.6K engagements
"Every time $DUOL has dropped below 20x FCF over the past three years its been a great buy signal for a bounce"
X Link 2025-11-12T15:58Z 314.5K followers, 88.6K engagements
"$GOOGL is rolling out AI Flight Deals globally alongside a new AI Mode trip planner with Canvas & agent-style booking for restaurants & events in the US. Puts direct pressure on $EXPE $BKNG & $ABNB as Google builds a full AI-native travel funnel from search to booking"
X Link 2025-11-17T17:58Z 314.5K followers, 123.3K engagements
"$MP is partnering with Maaden & the US Department of War to build a rare earth refinery in Saudi Arabia under a new USSaudi critical minerals framework MP plans to invest over $1B and hire 1K+ US manufacturing workers as it expands heavy rare earth separation at Mountain Pass and adds a second magnet plant in the US"
X Link 2025-11-19T13:45Z 314.1K followers, 53K engagements
"I dont think folks talk enough about how important management is in the stocks they own & $GOOGL is the perfect case study. They acquired 40K $NVDA chips before TPU deployment went mainstream in 2014 & paired that decision with the $400M DeepMind acquisition. That combination created a foundation that allowed them to understand model training infrastructure demands & the direction of the new digital economy before anyone else was even paying attention. This is the reason Google continues to hold a meaningful lead in AI capabilities even though the market has spent the past year trying to lump"
X Link 2025-11-21T12:43Z 314.5K followers, 135.5K engagements
"$BMNR just became the first large-cap crypto company to issue a dividend. They also reported $328M in FY25 profit with EPS of $13.39"
X Link 2025-11-21T13:37Z 314.7K followers, 229K engagements
"@TrendSpider X. $LEU Centrus Energy"
X Link 2025-11-22T14:37Z 314.1K followers, 27.7K engagements
"$ASML is the AI kingmaker because every LLM GPU stack & advanced chip is built using its machines. Their EUV tools remain the gateway to every advanced chip $TSM & $NVDA produce"
X Link 2025-11-23T13:27Z 314.4K followers, 63.5K engagements
"President Trumps new ACA plan includes a 2-year subsidy extension plus funded cost-sharing reductions which takes the subsidy cliff off the table. $OSCR is up XX% because a stable subsidy environment keeps their ACA pool intact & removes the biggest policy risk to their model"
X Link 2025-11-24T11:26Z 314.1K followers, 249.4K engagements
"President Trump says the call with Xi was great the China-U.S. relationship is strengthening & both sides will exchange visits in April. It takes one major overhang off the table & the rest comes down to the Fed"
X Link 2025-11-24T18:05Z 314.5K followers, 39.5K engagements
"I know the first instinct is to frame $META exploring $GOOGL TPUs as the start of $NVDA pricing power erosion but thats not what this is. The real story is the velocity of Metas AI workload curve as Llama training cycles video understanding systems & tens of billions of daily inference calls all smash into the same compute ceiling. Meta is already on pace to spend $100B on Nvidia hardware & theyre still capacity-constrained. Adding TPUs doesnt replace that spend but it just sits on top of it. Even if Nvidia doubled output Meta would still be short on compute. Thats how steep the structural AI"
X Link 2025-11-24T23:18Z 314.1K followers, 279.7K engagements
"Just a heads up dont be surprised if $NVDA ends up announcing another round of deals with $META that wipes out all this ridiculous FUD floating around right now. People forget that Jensen effectively runs the AI economy at this stage"
X Link 2025-11-25T13:29Z 314.4K followers, 137.5K engagements
"I know the market wants to panic but a president launching a modern Manhattan Project for AI & turning AI data centers into national strategic assets is one of the most bullish signals you can possibly get. The idea that any of this is outweighed by $NVDA gross margins going from XX% to XX% by 2027 at the earliest makes no sense when the entire country is about to industrialize AI at the federal level. And yet the market is trading the exact opposite today: $AMD -X% $CRWV -X% $NVDA -X% $NBIS -X% $IREN -X% $ORCL -6%"
X Link 2025-11-25T15:13Z 314.4K followers, 152.7K engagements
"Polymarket receives CFTC approval to operate in the U.S. so now the platform can now access retail & function as a full exchange"
X Link 2025-11-25T16:05Z 314.6K followers, 21.3K engagements
"This chart shows the real state of AI. Capex is tracking toward $600B 2028 which means $AMZN $MSFT $GOOGL $META & $ORCL are now building some of the largest industrial projects ever attempted. The real constraint is shifting from GPU supply to power + land because every new model cycle adds another wave of megawatt demand. This spending will not normalize since a multi-gigawatt footprint needs to be refreshed every 3-4 years. Whoever secures power and land & can stand up capacity the fastest will end up owning the AI economy of the next decade"
X Link 2025-11-26T13:43Z 314.7K followers, 60.4K engagements
"If the Thanksgiving conversation five years ago was that AI was about to change the world then these are the names that ended up proving it. $NVDA +1259% $AVGO +907% $PLTR +501% $GOOGL +258% $CRWD +233% $TSM +194% $NET +164% $AMD +146%"
X Link 2025-11-27T13:26Z 314.7K followers, 66.8K engagements
"The fact that $NVDA is on pace to generate $400B of cash in two years (more than $AMD entire market cap) is wild. It's happening because Nvidia owns the most profitable part of the AI stack and physical AI in autonomy & robotics hasnt even begun to contribute yet. Bullish"
X Link 2025-11-29T13:19Z 314.8K followers, 127.1K engagements
"Elon Musk is saying the value in this cycle concentrates where intelligence is created & where its manufactured. $GOOGL spent a decade assembling the deepest AI stack on Earth while $NVDA remains the toll-collector on every marginal unit of intelligence created. If AI & robotics end up dwarfing the rest of the economy then its because these two sit at the points where all the value concentrates"
X Link 2025-11-30T18:37Z 314.8K followers, 263.2K engagements
"President Trump says hes already chosen the next Fed Chair and will announce it soon. Polymarkets odds are basically saying its Kevin Hassett 👀"
X Link 2025-12-01T00:00Z 314.7K followers, 73K engagements
"@ChrisGalt4 @EarningsHubHQ I think the biggest surprise will be $PATH"
X Link 2025-12-01T01:34Z 314.3K followers, 1263 engagements
"Welp not exactly the follow-through you want after telling everyone at Thanksgiving dinner that Bitcoin $BTC would clear $100K by year-end"
X Link 2025-12-01T02:06Z 314.8K followers, 111.4K engagements
"$BMNR now holds about X% of all Ethereum. They added 97K $ETH last week binging their total to 3.73M"
X Link 2025-12-01T13:40Z 314.6K followers, 92.9K engagements
"$AMZN is rolling out ultrafast U.S. delivery for groceries in XX minutes 👀"
X Link 2025-12-01T21:05Z 314.5K followers, 124.7K engagements
"$MDB Delivered 😏 Sales $628M vs Est. $593M EPS $XXXX vs Est. $XXXX FCF $140M vs Est. $23M Atlas Sales: $471M -- up XX% YoY FY26 Guidance Sales $2.44B vs Est. $2.36B EPS $XXXX vs Est. $3.75"
X Link 2025-12-01T21:11Z 314.8K followers, 33.1K engagements
"$MDB breaking above $XXX 👀"
X Link 2025-12-01T22:59Z 314K followers, 15.4K engagements
"OpenAI just pulled a code red on ChatGPT by shelving ads agents & Pulse so the team can fix quality speed & over-refusals in the core product. Altman also admitted $GOOGL Gemini is closing the gap & said OpenAI will ship a new reasoning model next week"
X Link 2025-12-02T12:13Z 314.5K followers, 40.4K engagements
"If you want to see how brutal AI-era capitalism will be for low-wage workers then look at the only line thats collapsing"
X Link 2025-12-02T14:34Z 314.1K followers, 52.8K engagements
"BITCOIN $BTC JUST MOVED BACK ABOVE $90K"
X Link 2025-12-02T15:12Z 314.1K followers, 35K engagements
"$ADBE is trading at its lowest earnings multiple in a decade 😳"
X Link 2025-12-02T18:26Z 314.8K followers, 75.8K engagements
"Anthropic is targeting a 2026 IPO and is already in discussions for a new funding round that would value it above $300B. This is shaping up to be one of the largest public listings in market history"
X Link 2025-12-03T00:52Z 314.5K followers, 67.5K engagements
"$CRM Q3 EARNINGS Sales $10.26B vs Est. $10.27B EPS $XXXX vs Est. $XXXX CRPO: $29.4B -- up XX% YoY FY26 Guidance Sales $41.5B vs Est. $41.3B EPS $XXXXX vs Est. $11.38"
X Link 2025-12-03T21:02Z 314.5K followers, 34.3K engagements
"@2xDadInvesting $S will not be a stand-alone company by 2027. My bet is $PANW acquires them"
X Link 2025-12-04T21:46Z 314.6K followers, 8924 engagements
"Im a young millennial and so many people my age feel stuck in this weird in-between. Too late to buy affordable property and too early for the TikTok or Instagram creator wave but the irony is we are perfectly positioned for something bigger. We get to participate in the early innings of the largest industrial buildout since the internet with trillions in capex pouring into the physical layer of the AI economy and were early enough to capture it in real time: $NVDA & $AMD are building the compute layer $TSLA is pushing the robotics layer $PLTR is defining the intelligence layer $AMZN $MSFT &"
X Link 2025-12-05T13:34Z 314.1K followers, 2763 engagements
"TOP XX FAVORITE NAMES TRADING UNDER $XX X. $ONDS Ondas X. $NVTS Navitas X. $PRME Prime Medicine X. $ACHR Archer Aviation X. $PSNL Personalis X. $GRAB Grab X. $OSS One Stop Systems X. $ENVX Enovix X. $RR Richtech Robotics XX. $INDI indie Semi"
X Link 2025-12-06T11:52Z 314.5K followers, 2430 engagements
"TOP XX FAVORITE NAMES TRADING UNDER $XX X. $ONDS Ondas X. $NVTS Navitas X. $PRME Prime Medicine X. $ACHR Archer Aviation X. $PSNL Personalis X. $GRAB Grab X. $OPEN Opendoor X. $ENVX Enovix X. $RR Richtech Robotics XX. $INDI indie Semi"
X Link 2025-12-06T11:54Z 314.7K followers, 2152 engagements
"@PolymarketMoney This is huge for $NVDA because it reopens a multi-billion-dollar market that was effectively closed"
X Link 2025-12-08T18:10Z 314.7K followers, XXX engagements
"The next round of names rumored to get equity stakes or direct funding from the Trump administration. Current exposure sits in $INTC for chip manufacturing $MP for rare earth refining $LAC for lithium mining & $TMQ for mineral exploration. Next wave lining up: Battery metals $NMG $NVX $MTRN $ELBM Copper $SCCO $HBM $FCX $IE $ERO $TGB Lithium $ALB $SQM $SGML $RIO $IONR $ATLX Rare earths $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX Uranium $CCJ $LEU $UUUU $UEC $AEC $UROY $URG $DNN $ISOU $NXE $EU This is the playbook for Americas resource rebuild"
X Link 2025-10-12T11:57Z 314.8K followers, 696.9K engagements
"UPDATED DCA PLAN X. $META Meta X. $MELI MercadoLibre X. $AXON Axon X. $NBIS Nebius X. $RKLB Rocket Lab X. $SOFI SoFi X. $IREN IREN Limited X. $BMNR BitMine X. $CIFR Cipher XX. $ONDS Ondas"
X Link 2025-11-15T14:35Z 314.8K followers, 132.6K engagements
"$GOOGL is teaming with Foxconn to build AI servers around TPUv7 Ironwood with Foxconn supplying the full compute-tray rack for every TPU rack. Foxconn wants to hit 2K per week by late 2026 which shows Google is scaling its training footprint much faster than most realize"
X Link 2025-12-01T12:15Z 314.8K followers, 63.4K engagements
"Michael Burry went on Substack saying $TSLA is ridiculously overvalued & that Musks comp plan will keep draining shareholders. He also took a swing at what he calls the Elon cult saying they rotate from EVs to autonomy to robots whenever competition shows up. He already has big positions against $NVDA & $PLTR so the entire post is filtered through a view that AI is just another hype cycle. If you think AI is a bubble then Burry sounds convincing but if you understand the scale of whats actually being built then his take feels like its coming from a market that doesnt really exist anymore"
X Link 2025-12-01T13:28Z 314.8K followers, 292.9K engagements
"$META ZUCKERBERG IS PREPARING TO CUT METAVERSE SPENDING BY AS MUCH AS 30%"
X Link 2025-12-04T14:05Z 314.8K followers, 523.3K engagements
"Holy $ASTS 😳"
X Link 2025-12-04T15:59Z 314.8K followers, 101.2K engagements
"$GOOGL reportedly told advertisers it plans to introduce ads into its Gemini AI chatbot starting in 2026. This moves Gemini closer to becoming a monetizable front end for Googles entire AI ecosystem"
X Link 2025-12-08T17:35Z 314.8K followers, 76.2K engagements
"Polymarket odds are collapsing right now on the possibility of $NFLX being able to acquire $WBD 👀"
X Link 2025-12-08T19:41Z 314.8K followers, 3238 engagements
"Polymarket odds are collapsing right now on the possibility of $NFLX being able to acquire $WBD"
X Link 2025-12-08T19:42Z 314.8K followers, 29.2K engagements
"$PLTR just secured a $448M role powering ShipOS the Navys new AI-driven backbone for modernizing shipbuilding. Its another sign that the government is scaling real operating-system infrastructure and choosing Palantir to handle the complexity"
X Link 2025-12-09T22:47Z 314.8K followers, 54.6K engagements
"$JPM JAMIE DIMON SAYS THE BEST-CASE SCENARIO FOR THE U.S. ECONOMY IS NOW A RECESSION 👀"
X Link 2025-04-28T18:29Z 314.8K followers, 499.2K engagements
"Biggest long-term position locked 👰🏼🤵🏻"
X Link 2025-09-07T21:24Z 314.8K followers, 1.5M engagements
"$PLTR TO SIGN $920M UK DEAL DURING TRUMPS VISIT"
X Link 2025-09-17T18:38Z 314.8K followers, 145.2K engagements
"$NVDA CEO Jensen Huang warned that the next leg of AI compute wont happen without a step-change in power generation saying the real bottleneck is no longer chips but the grid itself. Music to the ears of: $VST $NEE & $CEG running the large-scale utilities supplying that power $OKLO & $EOSE building the next generation of nuclear micro-reactors & long-duration storage to stabilize it $VRT providing the cooling & electrical infra that makes hyperscale sites viable $IREN & $CIFR proving that in the new GPU land-grab its about controlling the power & uptime that let hyperscalers pay by the hour"
X Link 2025-10-08T12:44Z 314.8K followers, 451.9K engagements
"OpenAI may have just leaked its top XX customers by token usage: X. $DUOL Duolingo X. $CRM Salesforce XX. $SHOP Shopify XX. $HUBS HubSpot XX. $TMUS T-Mobile XX. $DDOG Datadog XX. $MELI MercadoLibre"
X Link 2025-10-10T11:33Z 314.8K followers, 192.3K engagements
"WATCH THESE KEY FIB LEVELS ON THIS PULLBACK AI Utility $IREN -- $XX $CIFR -- $XX $GLXY -- $XX $WULF -- $X $CRWV -- $XXX AI Hardware $NVDA -- $XXX $TSM -- $XXX $ASML -- $XXX $ARM -- $XXX $AMD -- $XXX AI Connectivity $AVGO -- $XXX $ALAB -- $XXX $CRDO -- $XXX $MRVL -- $XX $ANET -- $XXX Space Economy $RKLB -- $XX $ASTS -- $XX $RDW -- $X $LUNR -- $XX $PL -- $XX Nuclear Energy $OKLO -- $XX $CCJ -- $XX $BWXT -- $XXX $CEG -- $XXX $VRT -- $XXX AI Infrastructure $MSFT -- $XXX $AMZN -- $XXX $GOOGL -- $XXX $DOCN -- $XX $NBIS -- $XX Cybersecurity $CRWD -- $XXX $PANW -- $XXX $ZS -- $XXX $NET -- $XXX $RBRK"
X Link 2025-10-11T12:36Z 314.8K followers, 591.3K engagements
"Blackstone says the next big thing is chips data centers & power. The first two feed on the third as U.S. electricity demand climbs XX% in the next decade. Supply is $VST $CEG $OKLO $CCJ $LEU & $EOSE Demand is $NBIS $IREN $CIFR $WULF & $CRWV"
X Link 2025-10-12T11:16Z 314.8K followers, 834.4K engagements
"If $NFLX actually buys $WBD it would mark the shift from platform to media powerhouse by controlling both the content funnel & distribution. The disruptor that killed studios would become the studio. The irony writes itself"
X Link 2025-10-21T14:10Z 314.8K followers, 57.6K engagements
"I opened two new positions this week in the growth portfolio. Both companies are under $2B in market cap. Any guesses"
X Link 2025-11-08T14:10Z 314.8K followers, 417.1K engagements
"KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES Bullish $NVDA $AMD $EOSE $OPEN Hold $TSLA $PLTR $IREN $CIFR $NBIS $ONDS $OKLO $RKLB $ASTS $IONQ $HOOD $SOFI $TEM Bearish $ACHR $OSCR $HIMS"
X Link 2025-11-15T14:05Z 314.8K followers, 141.8K engagements
"$NVTS & $GFS are partnering to scale U.S. GaN manufacturing for AI datacenters & high-demand power applications. A push to accelerate domestic GaN tech just as AI power needs surge"
X Link 2025-11-20T13:35Z 314.8K followers, 38.6K engagements