#  @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 $500 billion business opportunity over the next six quarters. Tesla ($TSLA) is also making significant strides in AI, with Elon Musk announcing plans to build a [--] million-unit Optimus line and a [--] million-unit line, marking a major milestone in humanoid robotics. Several other companies, including Palantir ($PLTR), Amazon ($AMZN), and Microsoft ($MSFT), are also advancing their AI capabilities and partnerships, driving growth and innovation in the sector. ### Engagements: [-------] [#](/creator/twitter::1096436452576047104/interactions)  - [--] Week [----------] -43% - [--] Month [----------] +30% - [--] Months [-----------] +37% - [--] Year [-----------] +210% ### Mentions: [---] [#](/creator/twitter::1096436452576047104/posts_active)  - [--] Week [---] -6.70% - [--] Month [-----] +6.40% - [--] Months [-----] +34% - [--] Year [-----] +32% ### Followers: [-------] [#](/creator/twitter::1096436452576047104/followers)  - [--] Week [-------] +0.67% - [--] Month [-------] +4.30% - [--] Months [-------] +59% - [--] Year [-------] +168% ### CreatorRank: [------] [#](/creator/twitter::1096436452576047104/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #257 [technology brands](/list/technology-brands) #2118 [finance](/list/finance) #860 [automotive brands](/list/automotive-brands) #939 [cryptocurrencies](/list/cryptocurrencies) #243 [countries](/list/countries) 3.59% [celebrities](/list/celebrities) 2.44% [social networks](/list/social-networks) #4943 [currencies](/list/currencies) 1.15% [exchanges](/list/exchanges) #6231 **Social topic influence** [ai](/topic/ai) #757, [$nvda](/topic/$nvda) #44, [$googl](/topic/$googl) #68, [$amzn](/topic/$amzn) #14, [$tsla](/topic/$tsla) #7, [nvda](/topic/nvda) #9, [$pltr](/topic/$pltr) #24, [$rklb](/topic/$rklb) #13, [$amd](/topic/$amd) #34, [$hood](/topic/$hood) #6 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@polymarketmoney](/creator/undefined) [@narcissistx10](/creator/undefined) [@k2__investment](/creator/undefined) [@vanquishtrader](/creator/undefined) [@systemdaddyai](/creator/undefined) [@wallstreet_dawg](/creator/undefined) [@sindhureddy](/creator/undefined) [@william_r2rclub](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@shiqin](/creator/undefined) [@vulcanmk5](/creator/undefined) [@hbblink](/creator/undefined) [@tonitrades_](/creator/undefined) [@wolfoftirol](/creator/undefined) [@commonsenseplay](/creator/undefined) [@russfrompublic](/creator/undefined) [@servetkodu_en](/creator/undefined) [@stevenaffluent](/creator/undefined) [@stocksavytrack](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Advanced Micro Devices (AMD)](/topic/$amd) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Oklo Inc. (OKLO)](/topic/$oklo) [Metadium (META)](/topic/$meta) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Microsoft Corp. (MSFT)](/topic/$msft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Micron Technology, Inc. (MU)](/topic/$mu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Broadcom, Inc. (AVGO)](/topic/$avgo) [RAI Finance (SOFI)](/topic/$sofi) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Planet Labs PBC (PL)](/topic/$pl) [Now Coin (NOW)](/topic/$now) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Snowflake Inc. (SNOW)](/topic/$snow) [Cameco Corporation (CCJ)](/topic/$ccj) [Cloudflare, Inc. (NET)](/topic/$net) [Apple, Inc. (AAPL)](/topic/$aapl) [IonQ, Inc. (IONQ)](/topic/$ionq) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Bitcoin (BTC)](/topic/$btc) [Constellation Energy Corp (CEG)](/topic/$ceg) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Arm Holdings plc (ARM)](/topic/$arm) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [MongoDB, Inc. (MDB)](/topic/$mdb) [Centrus Energy Corp. (LEU)](/topic/$leu) [AppLovin Corporation (APP)](/topic/$app) [monday.com Ltd. (MNDY)](/topic/$mndy) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Intel Corporation (INTC)](/topic/$intc) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Vistra, Corp. (VST)](/topic/$vst) [Adobe, Inc. (ADBE)](/topic/$adbe) [NuScale Power Corporation (SMR)](/topic/$smr) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Salesforce Inc (CRM)](/topic/$crm) [Tempus AI, Inc. (TEM)](/topic/$tem) [Redwire Corporation (RDW)](/topic/$rdw) [AeroVironment, Inc. (AVAV)](/topic/$avav) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [Oracle Corporation (ORCL)](/topic/$orcl) [Sandisk Corporation (SNDK)](/topic/$sndk) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Shopify Inc (SHOP)](/topic/$shop) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) ### Top Social Posts Top posts by engagements in the last [--] hours "$NVDA CEO Jensen Huang said the market is wrong to think AI will replace software companies. He called the markets fear of software displacement illogical and said time will prove the thesis wrong" [X Link](https://x.com/StockSavvyShay/status/2019026090820591776) 2026-02-04T12:31Z 347.6K followers, 218.1K engagements "The upside in $TSLA if autonomy and Optimus convert into real products is still something you cant replicate anywhere else in public markets. Who said you can't use candle shapes for confluence I see you $TSLA. https://t.co/Ze9Zr35H7W Who said you can't use candle shapes for confluence I see you $TSLA. https://t.co/Ze9Zr35H7W" [X Link](https://x.com/StockSavvyShay/status/2020901346623578224) 2026-02-09T16:43Z 347.6K followers, 43.1K engagements "Treasury Secretary Bessent is calling on Congress to pass crypto market structure legislation. This is about putting clear rules around how crypto markets operate which is a real step toward broader institutional participation. $BTC $ETH $SOL" [X Link](https://x.com/StockSavvyShay/status/2021258550832660702) 2026-02-10T16:22Z 347.6K followers, 34.7K engagements "$AMZN disclosed a 5% stake in eVTOL logistics company $BETA. Beta designs and builds electric aircraft propulsion systems and charging infrastructure" [X Link](https://x.com/StockSavvyShay/status/2021352238313242686) 2026-02-10T22:35Z 347.6K followers, 33.2K engagements "$MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York. Memory is only one layer so heres what AI onshoring looks like across the full stack: AI Chip Design $NVDA defines the default architecture for AI training & a growing share of inference $AMD provides the critical second GPU stack that prevents the AI economy from relying on one supplier $GOOGL designs TPUs to internalize AI workloads and defend margins $AMZN builds Trainium & Inferentia to control inference costs inside AWS $INTC designs CPUs &accelerators" [X Link](https://x.com/StockSavvyShay/status/2010375297984840109) 2026-01-11T15:36Z 347.6K followers, 260.9K engagements "Heres the updated software comp sheet after the SaaSpocalypse 2026: Rule of [--] scores Unicorn (60%+) $PLTR Elite (50-59%) $NOW $CRWD $PANW $ADBE $SNOW $ZS Great (40-49%) $TEAM $DDOG $MNDY $CRM $SHOP $NET $GTLB Good (30-39%) $RBRK $FIG $HUBS $MDB $IOT $PATH https://twitter.com/i/web/status/2020137465626128553 https://twitter.com/i/web/status/2020137465626128553" [X Link](https://x.com/StockSavvyShay/status/2020137465626128553) 2026-02-07T14:07Z 347.6K followers, 178.7K engagements "@JRupena Kind of wild that $HOOD and $SOFI may need to start thinking about competitors as creators who own attention 👀" [X Link](https://x.com/StockSavvyShay/status/2020918075319779476) 2026-02-09T17:49Z 347.6K followers, 19.8K engagements "Make this make sense to me: $AMZN growing revenue 14% with 10% margins trading at 27x earnings $COST growing revenue 8% with 3% margins trading at 47x earnings $WMT growing revenue 6% with 3% margins trading at 44x earnings Buying $AMZN at $208 ($2.2T market cap) implies youre getting: $269B e-commerce growing 10% (arguably worth $300B) $129B AWS growing 24% (easily a $1.8T business) $69B ads growing 23% (a $500B business)) On a sum-of-the-parts basis that points to Amazon being https://t.co/SjH71ZHIIF Buying $AMZN at $208 ($2.2T market cap) implies youre getting: $269B e-commerce growing 10%" [X Link](https://x.com/StockSavvyShay/status/2021278998328901723) 2026-02-10T17:44Z 347.6K followers, 178.9K engagements "$GOOGL $MSFT $META & $AMZN are spending more on AI infrastructure in [----] than the entire US spent on the interstate highway system. A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more. https://t.co/LTyaswlvZ2 A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more. https://t.co/LTyaswlvZ2" [X Link](https://x.com/StockSavvyShay/status/2021318684267118988) 2026-02-10T20:21Z 347.6K followers, 47.6K engagements "$NET CRUSHED THEIR EARNINGS Revenue $615M vs Est. $591M EPS $0.28 vs Est. $0.27 Non-GAAP Op Income $90M vs Est. $84M RPO up +48% FY26 Guidance Revenue $2.80 vs Est. $2.74B EPS $1.12 vs Est. $1.18 https://twitter.com/i/web/status/2021333268566769966 https://twitter.com/i/web/status/2021333268566769966" [X Link](https://x.com/StockSavvyShay/status/2021333268566769966) 2026-02-10T21:19Z 347.6K followers, 59.6K engagements "JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears" [X Link](https://x.com/StockSavvyShay/status/2021579144803369135) 2026-02-11T13:36Z 347.6K followers, 106.8K engagements "$MU started HBM4 customer shipments a quarter early and is already in high-volume production for AI and HPC workloads. The bear case was Micron cant keep up but shipping a quarter early says otherwise. $MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected execution in advanced memory. https://t.co/9FXD5H4FIK $MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected" [X Link](https://x.com/StockSavvyShay/status/2021598163623117129) 2026-02-11T14:52Z 347.6K followers, 125.8K engagements "IS SOFTWARE DEAD IWTB STREAM $NOW $TSM $NBIS $DOCN $IREN $NET $PLTR $RKLB $ASTS $HOOD $AMZN $MELI $AMD $NVDA $SOFI $GOOGL $AMZN $META $SNOW $MDB $AEHR $SHOP $NKTR $DUOL $MNDY $JMIA https://x.com/i/broadcasts/1OyKAjLgYjoGb https://x.com/i/broadcasts/1OyKAjLgYjoGb" [X Link](https://x.com/StockSavvyShay/status/2021654038560092655) 2026-02-11T18:34Z 347.6K followers, 22.4K engagements "My Top [--] Small-Cap Opportunities for [----] 🧐 [--]. $JMIA: As the leading pan-African e-commerce platform Jumia is driving growth and catering to a rapidly expanding base of shoppers across the continent. [--]. $AEHR: They ensure semiconductor reliability by providing essential testing tools for electric vehicles and data centers. [--]. $NVTS: Specializing in gallium nitride (GaN) power ICs -- Navitas leads in energy-efficient semiconductor solutions critical for the next wave of electronic devices. [--]. $INDI: They're driving the transition to smarter vehicles by delivering key chips for advanced" [X Link](https://x.com/StockSavvyShay/status/1860338428048736724) 2024-11-23T15:03Z 347K followers, 148.3K engagements "The Complete Roadmap Behind the Energy Ecosystem Fueling the AI Revolution 🧐 The rise of AI has caught a lot of attention but whats brewing underneath the AI thematic is what should be catching many investors' eyes -- the unrelenting stress test on the global energy infrastructure. Behind AIs boundless potential lies an underappreciated but critical challenge: the need for clean scalable and reliable energy sources to power its growth. Thats where solar power advanced battery systems and next-generation nuclear energy come in. Together these advancements are orchestrating a new energy" [X Link](https://x.com/StockSavvyShay/status/1870839942584369436) 2024-12-22T14:32Z 345.2K followers, 89.4K engagements "Heres an inside look at my small-cap portfolio & the reasons behind each of my holdings as we head into [----] 🧐 $ASTS -- The American Tower of Space building a global satellite-to-cellphone network to address the $1T+ connectivity market. $RKLB -- The FedEx of Space providing end-to-end satellite launch manufacturing & space data solutions for the $400B space economy. $IONQ -- Positioning itself as a leader in quantum computing by offering scalable trapped-ion quantum systems for high-value use cases such as drug discovery logistics optimization & financial modeling -- addressing a projected" [X Link](https://x.com/StockSavvyShay/status/1874478069123318036) 2025-01-01T15:29Z 346.7K followers, 157.8K engagements "Heading into Earning Season: Stocks I'm Buying & Avoiding 🧐 [--] Stocks to Buy $AMD -- Positioned to capitalize on surging AI demand with its MI300 series GPUs & expanding share in data centers and edge computing. With so much FUD already priced into the stock the upcoming earnings print could reset expectations $AMZN -- E-commerce margins are expanding through logistics robotics while AWS remains the unrivaled leader in compute for surging AI demand. $SNOW -- The king of consumption-based models Snowflakes BI tools are becoming indispensable for powering AI workloads an industry still in its" [X Link](https://x.com/StockSavvyShay/status/1883514036446507145) 2025-01-26T13:55Z 346.6K followers, 194.2K engagements "U.S. & CHINA AGREE TO CUT TARIFFS FOR [--] DAYS -- U.S. DROPS TO 30% (FROM 145%) CHINA TO 10% (FROM 125%) -- JOINT STATEMENT ISSUED FROM GENEV" [X Link](https://x.com/StockSavvyShay/status/1921831643163038148) 2025-05-12T07:35Z 346.6K followers, 135.6K engagements "$GOOGL WAYMO CO-CEO TAKES AIM AT $TSLA: WERE NOT CUTTING SAFETY TO CHASE PURITY -- RADAR & LIDAR SEE WHAT HUMANS CANT 👀" [X Link](https://x.com/StockSavvyShay/status/1925680440976773146) 2025-05-22T22:29Z 346.6K followers, 183.8K engagements "$MBLY TOPS ESTIMATES -- STRIKES NEW DEAL WITH $TSM Q2 Prelim Sales: $504M vs. Est. $466M New Partnership: Supply deal with TSMC to produce imaging radar & next-gen EyeQ chips Share Offering: $INTC selling up to 52M shares -- Mobileye buying back $100M https://twitter.com/i/web/status/1942680996857667668 https://twitter.com/i/web/status/1942680996857667668" [X Link](https://x.com/StockSavvyShay/status/1942680996857667668) 2025-07-08T20:23Z 346.7K followers, 38K engagements "DEFENSE SECRETARY PETE HEGSETH JUST FAST-TRACKED A FULL-SCALE DRONE RAMP ACROSS THE U.S. MILITARY $ACHR is perfectly positioned as the platform for urban air mobility. https://x.com/SecDef/status/1943401411431026977/video/1 https://x.com/SecDef/status/1943401411431026977/video/1" [X Link](https://x.com/StockSavvyShay/status/1943405006939656588) 2025-07-10T20:20Z 346K followers, 509.3K engagements "$OPEN IS UP 650% THIS MONTH -- WHATS GOING ON" [X Link](https://x.com/StockSavvyShay/status/1947322181286773030) 2025-07-21T15:46Z 346.8K followers, 266.6K engagements "$NVO TRADING AT ALL-TIME LOW VALUATION OF 13X EARNINGS" [X Link](https://x.com/StockSavvyShay/status/1950544163768021271) 2025-07-30T13:09Z 347K followers, 89.8K engagements "🟡 DAILY RIP LIVE - HOSTED BY SHAY BOLOOR & KATIE PERRY PRESENTED BY SURF AIR MOBILITY $SRFM https://x.com/i/broadcasts/1rmGPvajowMxN https://x.com/i/broadcasts/1rmGPvajowMxN" [X Link](https://x.com/StockSavvyShay/status/1957427145434972453) 2025-08-18T12:59Z 346.2K followers, 17.8K engagements "US TO BUILD STRATEGIC URANIUM STOCKPILE Energy Sec. Wright confirmed Washington is putting real money behind nuclear security: Domestic supply -- $UUUU $UEC are direct beneficiaries of federal stockpile buys Global contracts -- $CCJ locks in pricing power as markets reset Downstream demand -- $OKLO $SMR ride next-gen reactor cycles needing secure fuel" [X Link](https://x.com/StockSavvyShay/status/1967665578430382141) 2025-09-15T19:03Z 345.2K followers, 353.7K engagements "TOP [--] ACTIVE WATCHLIST FOR BOTH PORTFOLIOS Growth [--]. $GOOGL Alphabet [--]. $OKLO Oklo [--]. $IREN IREN [--]. $NBIS Nebius [--]. $ISRG Intuitive Surgical Small-Cap [--]. $ONDS Ondas [--]. $RR Richtech Robotics [--]. $OSCR Oscar [--]. $CIFR Cipher Mining [--]. $PRCT PROCEPT BioRobotics https://twitter.com/i/web/status/1971934240360353820 https://twitter.com/i/web/status/1971934240360353820" [X Link](https://x.com/StockSavvyShay/status/1971934240360353820) 2025-09-27T13:45Z 346.8K followers, 167.1K engagements "$TSLA TO UNVEIL 3RD-GEN HUMANOID ROBOT IN [----] Elon Musk is betting the Optimus line can scale to [--] million units a year by [----] positioning Tesla as the leader of the coming physical AI economy" [X Link](https://x.com/StockSavvyShay/status/1972970747418333525) 2025-09-30T10:24Z 346.8K followers, 79.4K 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 347.1K followers, 36.3K engagements "5 WAYS AI IS REBUILDING HEALTHCARE [--]. $TEM uses AI on genomic & clinical data to help doctors pick the right therapy for each patient while $BEAM $NTLA $PRME $CRSP & $TWST build the gene-editing/cell-therapy tools that make personalized medicine possible. [--]. AI is moving routine care online so patients get faster access & stay out of hospitals. $HIMS focuses on primary/mental-health visits $OSCR guides members through benefits and care choices & $TDOC connects patients with doctors/specialists virtually. [--]. $ABCL $RXRX & $SDGR power genAI drug discovery running in-silico experiments thousands" [X Link](https://x.com/StockSavvyShay/status/1974819792956878873) 2025-10-05T12:51Z 346.3K followers, 213.4K engagements "1. $NBIS Nebius Cloud Utility for the AI Age Nebius is the closest example of a true integrated AI utility. It sells capacity before construction begins which means revenue is locked in long before the concrete is poured. The $17B $MSFT deal confirmed this model works since those multi-year contracts secure cash flow and reduce financing risk since the utilization is guaranteed. Nebius data centers are built 20% more power-efficient than typical cloud sites which means every GPU-hour they sell costs less to produce. In an industry where power costs can exceed 40% of total operating expense" [X Link](https://x.com/StockSavvyShay/status/1984977606664720805) 2025-11-02T13:35Z 346.3K followers, 320K engagements "2. $IREN IREN Limited Energy-to-Compute Engine of the AI Era IREN is structurally the most vertically integrated company in the entire AI infrastructure segment since controls the full value chain from power generation to compute delivery. Its renewable energy costs average [---] cents per kWh (among the lowest in North America) and it owns the physical land substations & cooling systems needed to bring additional capacity online quickly. What differentiates IREN is its ability to convert that cheap power into rentable GPU capacity faster than most peers. The company already operates its own AI" [X Link](https://x.com/StockSavvyShay/status/1984977609260716185) 2025-11-02T13:35Z 346.3K followers, 87.4K engagements "$TSLA CEO Elon Musk dancing with robots after securing a $1T package. Only Elon celebrates a trillion-dollar deal with a product demo 😅" [X Link](https://x.com/StockSavvyShay/status/1986554738184495577) 2025-11-06T22:02Z 347.1K followers, 42.8K 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 345.1K followers, 417.4K engagements "UPDATED DCA PLAN [--]. $META Meta [--]. $MELI MercadoLibre [--]. $AXON Axon [--]. $NBIS Nebius [--]. $RKLB Rocket Lab [--]. $SOFI SoFi [--]. $IREN IREN Limited [--]. $BMNR BitMine [--]. $CIFR Cipher [--]. $ONDS Ondas https://twitter.com/i/web/status/1989703922492346516 https://twitter.com/i/web/status/1989703922492346516" [X Link](https://x.com/StockSavvyShay/status/1989703922492346516) 2025-11-15T14:35Z 346.3K followers, 134K engagements "$AMZN just rolled out Ads Agent an AI system that handles targeting budget allocation & even SQL-level analytics for you. It lowers the barrier for smaller advertisers and makes Amazons ad engine even stickier as spend consolidates onto the platform" [X Link](https://x.com/StockSavvyShay/status/1990380240288583890) 2025-11-17T11:23Z 346.7K followers, 52.3K 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 345.8K followers, 42.1K 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 346.6K followers, 128.3K engagements "DATA CENTERS WILL HIT 10% OF U.S. POWER DEMAND BY [----] [--] 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 https://twitter.com/i/web/status/1994775991185805761 https://twitter.com/i/web/status/1994775991185805761" [X Link](https://x.com/StockSavvyShay/status/1994775991185805761) 2025-11-29T14:30Z 346.1K followers, 256.2K engagements "PRESIDENT TRUMP WEIGHING A ROBOTICS EXECUTIVE ORDER FOR [----] Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year. How robotics is quietly getting built out across the economy: [--]. $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. [--]. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD 3." [X Link](https://x.com/StockSavvyShay/status/1996206357255451057) 2025-12-03T13:14Z 346K followers, 491.3K 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 347.1K followers, 49.2K engagements "MY TOP [--] GROWTH POSITIONS HEADING INTO [----] [--]. $RKLB building future of space logistics [--]. $CLPT navigation platform for neurosurgeons [--]. $JMIA scaling logistics across Africa [--]. $EOSE powering the grid with long-duration zinc storage [--]. $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 346.6K followers, 227.6K 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 347.1K followers, 358.4K engagements "SPACEX CONSIDERING [----] IPO AT $1.5T VALUATION" [X Link](https://x.com/StockSavvyShay/status/1998493056669245815) 2025-12-09T20:40Z 346.2K followers, 267.3K engagements "10 WAYS TO BUILD AN AI POWER PORTFOLIO $NVDA CEO Jensen Huang recently said the biggest bottleneck in AI is energy & power. Here are the best ways to build a portfolio to capitalize on that shift: [--]. $OKLO is effectively building the local nuclear plant that the AI economy will require by enabling reactors to be placed directly next to data-center campuses for 24/7 onsite generation. [--]. $CEG is the nuclear backbone of the AI era by supplying the 24/7 carbon-free baseload power hyperscalers cant scale without. [--]. $VST is the hybrid power engine of AI by combining nuclear gas & storage to" [X Link](https://x.com/StockSavvyShay/status/2000211325641981995) 2025-12-14T14:28Z 346.8K followers, 377.1K engagements "Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds theyre watching: [--]. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. [--]. To expand state-by-state in [----] Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance" [X Link](https://x.com/StockSavvyShay/status/2000927962468900991) 2025-12-16T13:56Z 345.6K followers, 102K engagements "$ORCL & OpenAI received Michigan approval to power a [---] GW Stargate data center with DTE Energy fast-tracking electricity for a facility the size of a nuclear reactor. The project pushes their U.S. partnership beyond [--] GW of planned capacity & $450B+ in investment with Oracle fully covering power costs. https://twitter.com/i/web/status/2001735832835948693 https://twitter.com/i/web/status/2001735832835948693" [X Link](https://x.com/StockSavvyShay/status/2001735832835948693) 2025-12-18T19:26Z 346.7K followers, 89K engagements "THE TOP GROWTH PERFORMERS OF [----] [--]. $PL +375% [--]. $IREN +307% [--]. $OPEN +298% [--]. $OKLO +292% [--]. $ONDS +260% [--]. $ASTS +259% [--]. $CIFR +249% [--]. $MP +246% [--]. $JMIA +238% [--]. $HOOD +226% [--]. $NBIS +223% [--]. $QBTS +219% [--]. $MU +216% [--]. $RKLB +177% [--]. $EOSE +169%" [X Link](https://x.com/StockSavvyShay/status/2002394834674262228) 2025-12-20T15:05Z 345.5K followers, 157.1K engagements "$GOOGL CEO has been consistently discussing data centers in space. Given it already owns 3% of $ASTS that stake looks like early positioning for deeper commercial partnerships" [X Link](https://x.com/StockSavvyShay/status/2002403883281187175) 2025-12-20T15:41Z 346.2K followers, 167K engagements "$NVDA is partnering with SK Hynix & Phison on a new AI SSD (Storage Next) built to sit between DRAM/HBM & traditional storage. The goal is to keep GPUs fed as inference becomes a memory bottleneck with a prototype targeted for 2026" [X Link](https://x.com/StockSavvyShay/status/2003437754802405725) 2025-12-23T12:09Z 346.7K followers, 42.6K engagements "Polymarket is pricing an 11% chance of Ethereum $ETH hitting $10K in [----] FUTURUM EQUITIES PODCAST EPISODE #25 One of our favorite episodes to date since Daniel & I break down our [----] market predictions: Crypto Outlook $BTC $ETH $SOL $HOOD $COIN $SOFI Why space becomes a real asset class $RKLB $ASTS $RDW $PL Enterprise AI https://t.co/5SFZv2WcgA FUTURUM EQUITIES PODCAST EPISODE #25 One of our favorite episodes to date since Daniel & I break down our [----] market predictions: Crypto Outlook $BTC $ETH $SOL $HOOD $COIN $SOFI Why space becomes a real asset class $RKLB $ASTS $RDW $PL Enterprise AI" [X Link](https://x.com/StockSavvyShay/status/2006443597726625962) 2025-12-31T19:13Z 345.1K followers, 98.4K engagements "2. $TSLA Tesla Leading the Shift to Real-World Humanoid AI Tesla sits at the opposite end of the robotics spectrum because its advantage comes not from warehousing but from the largest real-world sensory dataset ever collected with 5M connected vehicles produce billions of miles of vision-based training data that no robotics company could synthesize even with unlimited capital. Optimus rests on that base because robotics intelligence is ultimately a perception problem before it becomes a manipulation problem. The arrival of FSD v14 and the migration to Teslas AI5 chip compress the time it" [X Link](https://x.com/StockSavvyShay/status/2006739166328127598) 2026-01-01T14:47Z 345.6K followers, 23.2K engagements "3. $ISRG Intuitive Surgical Transforming Surgery With Robotics Intuitive Surgical anchors the healthcare side of the robotics cycle because it sits on nearly three decades of clinical credibility that cannot be disrupted by capital alone. The da Vinci ecosystem owns the procedural data the surgeon training pathways the recurring instrumentation revenue and the regulatory moat that keeps new entrants years behind. What makes Intuitive compelling in the AI era is that the intelligence layer finally catches up to the hardware with AI-enhanced imaging augmented reality overlays real-time" [X Link](https://x.com/StockSavvyShay/status/2006739168559571407) 2026-01-01T14:47Z 345.6K followers, 11.2K engagements "Goldman Sachs expects global humanoid robot market to reach $38B within next decade. $NVDA supplying the intelligence layer $AMZN automating the logistics layer $TSLA building physical embodiment layer $PLTR coordinating the control layer" [X Link](https://x.com/StockSavvyShay/status/2008159612281774239) 2026-01-05T12:52Z 347.1K followers, 438.7K engagements "WHY THE $ASTS DOWNGRADE IS WRONG [--]. Distribution is already solved AST doesnt need to acquire users since they come through carriers like $T $VZ Vodafone Rakuten and others. Thats billions of subscribers already embedded in the system so focusing on retail signups is the wrong metric when the carriers already own the customer relationship. [--]. Coverage Is the Product AST makes money by filling coverage gaps that networks cant reach like roaming uplift emergency access etc. There is no hardware to subsidize no dishes to ship and no consumer marketing funnel to fund so applying a consumer" [X Link](https://x.com/StockSavvyShay/status/2008902786852008082) 2026-01-07T14:05Z 346.6K followers, 177.1K engagements "$NVDA TO BE THE MOST PROFITABLE TECH COMPANY BY [----] Profit estimates: Nvidia $213B $GOOGL $178B $MSFT $174B $AAPL $157B $AMZN $124B" [X Link](https://x.com/StockSavvyShay/status/2009232080522367046) 2026-01-08T11:53Z 347.2K followers, 89.5K engagements "What $10000 became in two years: $QBTS $353970 $RGTI $220090 $ASTS $206280 $RKLB $159590 $EOSE $157050 $PLTR $108750 $PL $105040 $OKLO $101960 $CVNA $98060 $HOOD $95350 $ONDS $87770 $NVDA $34900 $AVGO $32560 $TSM $32320 https://twitter.com/i/web/status/2009674349935268290 https://twitter.com/i/web/status/2009674349935268290" [X Link](https://x.com/StockSavvyShay/status/2009674349935268290) 2026-01-09T17:11Z 345.3K followers, 388.8K engagements "KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES Bullish $TSLA $IREN $OPEN $NBIS $ONDS $ACHR $OSCR $OKLO $RKLB $ASTS $SOFI $EOSE Hold $NVDA $AMD $PLTR $IONQ $HOOD Bearish $HIMS $TEM" [X Link](https://x.com/StockSavvyShay/status/2010019091692872113) 2026-01-10T16:01Z 345K followers, 153.8K engagements "$TSM PROJECTED [----] REVENUE MIX $NVDA 20% now the single largest named customer as AI training & inference soak up marginal wafer supply $AAPL 16% still massive volume but no longer the automatic top seat when capacity tightens $AVGO 11% driven by custom silicon & networking tied directly to AI data center buildouts $AMD 8% supported by secondary AI accelerator demand & CPU share TSMCs marginal capacity is increasingly being pulled toward AI-heavy customers & that pressure only accelerates as it remains the factory producing over 90% of the worlds most advanced wafers." [X Link](https://x.com/StockSavvyShay/status/2010383308375400803) 2026-01-11T16:08Z 346K followers, 39.9K engagements "This is a massive $GOOGL announcement when you really think about it because Gemini is starting to look like the checkout infrastructure of the AI economy. Google is stitching together a universal commerce layer across $SHOP $ETSY $PYPL $TGT & $WMT where AI agents actually complete transactions. Retail token usage on GCP is already 100T per month & thats before agentic AI even takes off. $WMT is partnering with $GOOGL to let shoppers purchase products directly through Gemini. Its another signal that AI assistants are moving from answering questions to actually completing transactions inside" [X Link](https://x.com/StockSavvyShay/status/2010401793881354617) 2026-01-11T17:21Z 345.3K followers, 337.6K engagements "Credit card issuers are selling off on fears of a proposed 10% interest rate cap: $COF 11% $SYF 10% $AXP 5% $C 4% $JPM 3% $BAC 3% The real issue isnt access to credit but how poorly most consumers understand compounding interest. MY THOUGHTS ON TRUMPS 10% CREDIT CARD INTEREST RATE CAP Trumps proposal to impose a one-year cap on credit card interest rates at 10% initially reads as a clear consumer friendly move since you can clearly see in the macro data that households are feeling pressure from the https://t.co/d7N0SQmyAu MY THOUGHTS ON TRUMPS 10% CREDIT CARD INTEREST RATE CAP Trumps proposal" [X Link](https://x.com/StockSavvyShay/status/2010670775653818758) 2026-01-12T11:10Z 345.6K followers, 42K engagements "My $TSLA thesis is that Tesla is an AI deployment company with vehicles energy storage & robotics acting as the physical endpoints for its intelligence. Thats why scaling unit volume from 1.6M to 3.0M over the next four years matters" [X Link](https://x.com/StockSavvyShay/status/2011123037966385503) 2026-01-13T17:07Z 345.2K followers, 83.5K engagements "$BMNR plans a $200M equity investment in Beast Industries with potential DeFi integration tied to Beasts upcoming financial platform. Bitmine also plans to launch its MAVAN validator network in Q1 2026" [X Link](https://x.com/StockSavvyShay/status/2011778736904159245) 2026-01-15T12:33Z 346.9K followers, 295.4K engagements "Truly wild that only two years ago I was buying $ASTS at $3 🤯" [X Link](https://x.com/StockSavvyShay/status/2011955400472740075) 2026-01-16T00:15Z 346.2K followers, 28.1K engagements "15 SOFTWARE COMPANIES TO WATCH [--]. $ADBE embedding AI directly into the creative & digital content workflow [--]. $HUBS integrating marketing sales & service into a unified growth platform [--]. $PLTR positioning itself as the operating system for AI-driven decision making [--]. $DDOG becoming the observability layer for increasingly autonomous systems [--]. $MDB powering developer-native databases for modern AI-driven applications [--]. $MNDY positioning work management as a system of record for modern teams [--]. $CRWD owning endpoint security as attack surfaces explode in an agentic world [--]. $RBRK redefining" [X Link](https://x.com/StockSavvyShay/status/2012532681234620479) 2026-01-17T14:29Z 345.9K followers, 183.2K engagements "@BlakePaterson14 I actually predict Anthropic will acquire $GTLB sometime in the next 12-18 months" [X Link](https://x.com/StockSavvyShay/status/2012592990745776482) 2026-01-17T18:28Z 345.3K followers, 13.3K engagements "Cathie Wood is basically saying the market is valuing $TSLA as a future autonomy platform where robotaxis turn one-time vehicle sales into recurring software-like revenue with 70% margins. She also argues a trillion-dollar SpaceX IPO makes sense if you view the space as the next infrastructure buildout with orbital compute & space-based data centers forming a new internet layer https://twitter.com/i/web/status/2012904508175921401 https://twitter.com/i/web/status/2012904508175921401" [X Link](https://x.com/StockSavvyShay/status/2012904508175921401) 2026-01-18T15:06Z 345.6K followers, 460.8K engagements "Microsoft has more cash on hand than any tech company in the world. This gives it the most flexibility to fund multi-year AI capex & lock in power & infrastructure. $MSFT +$102B $GOOGL +$98B $AMZN +$94B $NVDA +$61B $AAPL +$55B $META +$44B $TSLA + $42B" [X Link](https://x.com/StockSavvyShay/status/2013230446382031069) 2026-01-19T12:41Z 345.6K followers, 87.1K engagements "Ray Dalio warned at Davos that rising trade tensions widening deficits & policy uncertainty could erode confidence in U.S. assets triggering what he called capital wars. He noted growing flows into gold as a hedge against a breaking monetary order arguing investors remain underallocated to hard assets even as debt & geopolitical risks rise. https://twitter.com/i/web/status/2013640951437377740 https://twitter.com/i/web/status/2013640951437377740" [X Link](https://x.com/StockSavvyShay/status/2013640951437377740) 2026-01-20T15:53Z 346.6K followers, 106.3K engagements "$PLTR CEO Alex Karp tells Reuters the company signed a multi-year deal with HD Hyundai worth hundreds of millions of dollars deepening its push into Korea" [X Link](https://x.com/StockSavvyShay/status/2013699177583354097) 2026-01-20T19:44Z 346.6K followers, 107.5K engagements "$NVDA CEO Jensen Huang says GPUs are effectively sold out across the cloud with availability so tight that even renting older-generation chips has become difficult. Spot prices for GPU rentals are rising as a result which favors $NBIS $IREN & $CIFR as demand pushes through limited capacity. https://twitter.com/i/web/status/2013936989863915559 https://twitter.com/i/web/status/2013936989863915559" [X Link](https://x.com/StockSavvyShay/status/2013936989863915559) 2026-01-21T11:29Z 345.3K followers, 213.8K engagements "$HOLY META [--] REASONS $META BUYING MANUS MATTERS [--]. Meta just fixed the one missing layer in its AI stack Meta already has the hard stuff like frontier compute proprietary data & distribution to more than 4B users but what it did not have was a working agent that real people & SMBs are https://t.co/sqayNUvn5i [--] REASONS $META BUYING MANUS MATTERS [--]. Meta just fixed the one missing layer in its AI stack Meta already has the hard stuff like frontier compute proprietary data & distribution to more than 4B users but what it did not have was a working agent that real people & SMBs are" [X Link](https://x.com/StockSavvyShay/status/2014382115186770149) 2026-01-22T16:58Z 345K followers, 75.2K engagements "Great to be featured in U.S. News today discussing the best quantum stocks to buy in [----]. $AMZN $MSFT $NVDA $IBM $IONQ $QBTS $RGTI" [X Link](https://x.com/StockSavvyShay/status/2014389391565979979) 2026-01-22T17:27Z 345K followers, 72.7K engagements "$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to $85T of investment over the next [--] years spanning energy chips data centers & AI factories. The AI buildout still in its early innings" [X Link](https://x.com/StockSavvyShay/status/2014435905566867663) 2026-01-22T20:32Z 346.4K followers, 156.6K engagements "Manufacturing has become the most valuable layer of the global economy again. $TSM sitting at $1.7T shows that control of advanced nodes now means control over AI defense autos consumer electronics & national security. $TSLA at $1.5T reinforces the same idea that a vertically integrated manufacturing paired with software energy & autonomy commands premium value. Were in a build economy and this chart makes clear who the market believes the real builders are. Manufacturing at market scale. $TSMC ($1.7T) and $TSLA ($1.5T) lead global manufacturing by market cap highlighting how semiconductors" [X Link](https://x.com/StockSavvyShay/status/2014700880873017718) 2026-01-23T14:04Z 346.3K followers, 96K engagements "First look at Mag [--] earnings estimates as reporting kicks off next week. $TSLA $MSFT $META $AAPL $GOOGL $AMZN $NVDA" [X Link](https://x.com/StockSavvyShay/status/2014712421517328696) 2026-01-23T14:50Z 345.2K followers, 252.2K engagements "I think Anthropic just showed whats possible when you let a coding agent think freely since Opus [---] feels less like an assistant and more like a general problem-solver where code is the core interface. I dont buy the take that Copilot is doomed since $MSFT north star is owning the corporate assistant deployed safely at scale inside real systems while Opus [---] is closer to a raw brain. Theyre solving different layers of agentic AI and its not zero-sum. https://twitter.com/i/web/status/2015221981093011664 https://twitter.com/i/web/status/2015221981093011664" [X Link](https://x.com/StockSavvyShay/status/2015221981093011664) 2026-01-25T00:35Z 344.9K followers, 229.7K engagements "The U.S. plans to invest $1.6B into $USAR taking 10% stake through a U.S. Department of Commerce facility tied to the CHIPS Act. The goal is to reduce U.S. dependence on China-controlled rare earth supply chains by accelerating domestic capacity. CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke points: Rare Earth Elements $MP controls the only scaled rare earth https://t.co/PLthHE9i2T CRITICAL MINERALS CHEAT SHEET The next phase of industrial" [X Link](https://x.com/StockSavvyShay/status/2015230960888172965) 2026-01-25T01:11Z 345.9K followers, 220.8K engagements "Stocks always retest the 200-day MA. After big runs in $MU $GOOGL $PLTR $OKLO $ASTS $RKLB $ONDS $IREN & $NBIS a reset to support is normal. FOMO is emotional but patience is how Buffett got rich" [X Link](https://x.com/StockSavvyShay/status/2015415953396465963) 2026-01-25T13:26Z 346K followers, 437.9K engagements "10 STOCKS THAT SCALE WITH CLAUDE COWORK SUCCESS [--]. $MU memory for long-context agents [--]. $NVDA sets the price of inference itself [--]. $PLTR governs what agents are allowed to do [--]. $ALAB unlocks higher GPU utilization per rack [--]. $NBIS rents the GPUs everyone suddenly needs [--]. $ANET networking for multi-agent coordination [--]. $VRT power & cooling density for nonstop inference [--]. $IREN supplies the power that keeps them running profitably [--]. $NET decides what agents are allowed to access execute & participate in [--]. $VST monetizes tight power markets created by always-on inference demand I think" [X Link](https://x.com/StockSavvyShay/status/2015444512060182791) 2026-01-25T15:19Z 344.9K followers, 133.3K engagements "YouTube is one of $GOOGL most underrated asset in the new digital economy. It makes roughly the same revenue as $NFLX but Netflix spent $18B on content last year alone while YouTube spent nothing and still grew 13% by letting creators fund the platform. Estimated [----] revenue: Netflix $45.2 billion YouTube $45.6 billion Which company would you rather own https://t.co/cnI4uEcYPI Estimated [----] revenue: Netflix $45.2 billion YouTube $45.6 billion Which company would you rather own https://t.co/cnI4uEcYPI" [X Link](https://x.com/StockSavvyShay/status/2015472418031370422) 2026-01-25T17:10Z 346K followers, 216.1K engagements "CRITICAL MINERALS RUNNING OVERNIGHT $CRML +12% $USAR +9% $TMQ +7% $UAMY +7% $UUUU +5% $LAC +5% $MP +2% CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke points: Rare Earth Elements $MP controls the only scaled rare earth https://t.co/PLthHE9i2T CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke" [X Link](https://x.com/StockSavvyShay/status/2015593109816844798) 2026-01-26T01:10Z 347.1K followers, 149.4K engagements "$IONQ is buying chip maker $SKYT for $1.8B or $35 per share. The deal secures U.S.-based fabrication giving IonQ more control over how fast it scales & how reliably it can deliver systems. I love this because a domestic foundry matters A TON for federal & defense contracts" [X Link](https://x.com/StockSavvyShay/status/2015752436552774018) 2026-01-26T11:43Z 346.1K followers, 159.8K engagements "THE AI STORAGE STACK $ORCL uses flash storage to speed up cloud databases $DELL sells all-flash storage systems to large enterprises $AMZN deploys SSDs at scale across AWS infrastructure $META uses dense flash storage to train and run AI models $MU supplies the memory & NAND chips that store AI data $HPE deploys enterprise-grade all-flash arrays for data centers $IBM integrates flash storage into hybrid cloud & enterprise IT $WD turns NAND chips into branded drives used in data centers $MSFT buys massive amounts of SSDs to run cloud & AI services $PSTG sells high-performance all-flash storage" [X Link](https://x.com/StockSavvyShay/status/2015771411705663742) 2026-01-26T12:58Z 345.4K followers, 72.3K engagements "$CRWV UP 10% ON THIS HEADLINE $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by [----] with early deployments planned around Nvidias Rubin platform Vera CPUs & BlueField systems. https://t.co/UmkS6eEreE $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by [----] with early deployments planned around Nvidias Rubin platform Vera CPUs & BlueField systems." [X Link](https://x.com/StockSavvyShay/status/2015777277322437005) 2026-01-26T13:22Z 345.2K followers, 46.2K engagements "@FuturumEquities $NVDA has every incentive in the world to support the stock of their largest GPU-first customer in $CRWV" [X Link](https://x.com/StockSavvyShay/status/2015778370454528499) 2026-01-26T13:26Z 344.9K followers, [----] engagements "AI Utilities are catching multiple tailwinds at once. $NVDA is investing $2B into $CRWV and partnering to build 5+ GW of AI factories by [----] just as H100 rental prices start rising again after the release of Claude Opus [---]. Agentic demand is tightening GPU supply faster than new infrastructure can be built which is bullish for $NBIS $IREN & $CIFR. https://twitter.com/i/web/status/2015787993655820725 https://twitter.com/i/web/status/2015787993655820725" [X Link](https://x.com/StockSavvyShay/status/2015787993655820725) 2026-01-26T14:04Z 345K followers, 42K engagements "People finally starting to realize that $NET may be the biggest winner of the Claude CoWork + Clawdbot ChatGPT moment" [X Link](https://x.com/StockSavvyShay/status/2015795807883280833) 2026-01-26T14:35Z 345.5K followers, 211.2K engagements "Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to access data APIs & users in real time $DOCN monetizes the long-tail of agent workloads that need persistent compute but dont want $AMZN AWS $MSFT Azure or $GOOGL Cloud pricing/complexity https://twitter.com/i/web/status/2015799181172969690 https://twitter.com/i/web/status/2015799181172969690" [X Link](https://x.com/StockSavvyShay/status/2015799181172969690) 2026-01-26T14:49Z 346.6K followers, 105.1K engagements "Nancy Pelosi disclosed the following call option purchases: [--] $GOOGL calls $150 strike Jan [----] [--] $AMZN calls $150 strike Jan [----] [--] $NVDA calls $100 strike Jan [----] Nancy Pelosi disclosed new long-dated call options expiring 1/15/27: $GOOGL $150 $AMZN $150 and $NVDA $100 https://t.co/GE3EFx0mbb Nancy Pelosi disclosed new long-dated call options expiring 1/15/27: $GOOGL $150 $AMZN $150 and $NVDA $100 https://t.co/GE3EFx0mbb" [X Link](https://x.com/StockSavvyShay/status/2015808375272153549) 2026-01-26T15:25Z 347.1K followers, 840.4K engagements "$MSFT unveiled its Maia [---] AI inference chip built on $TSM 3nm process with deployments starting this week in its U.S. Central data center region. This marks another step toward Microsoft owning more of the AI inference stack end-to-end" [X Link](https://x.com/StockSavvyShay/status/2015817941787582943) 2026-01-26T16:03Z 345K followers, 85.1K engagements "$MSFT says its new Maia [---] AI accelerator is now live in Azure with purpose-built for inference workloads. The chip delivers 30% better performance per dollar than current systems. $MSFT unveiled its Maia [---] AI inference chip built on $TSM 3nm process with deployments starting this week in its U.S. Central data center region. This marks another step toward Microsoft owning more of the AI inference stack end-to-end. https://t.co/sHYfURRRg1 $MSFT unveiled its Maia [---] AI inference chip built on $TSM 3nm process with deployments starting this week in its U.S. Central data center region. This" [X Link](https://x.com/StockSavvyShay/status/2015832091775402467) 2026-01-26T16:59Z 345K followers, 40.9K engagements "$DOCN JUST CROSSED $60 Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to" [X Link](https://x.com/StockSavvyShay/status/2015837526272147603) 2026-01-26T17:21Z 346.7K followers, 51.6K engagements "OpenAI is targeting $60 CPMs inside ChatGPT which is far above $META typical sub-$20 CPMs. Meta can run lower CPMs because it monetizes attention at massive scale. OpenAI is reportedly targeting $60 CPM pricing for ads inside ChatGPT. That puts ChatGPT ads on par with live NFL broadcasts and far above $META typical sub-$20 CPM signaling real pricing power around high-intent AI usage. https://t.co/0lk6kzgKHF OpenAI is reportedly targeting $60 CPM pricing for ads inside ChatGPT. That puts ChatGPT ads on par with live NFL broadcasts and far above $META typical sub-$20 CPM signaling real pricing" [X Link](https://x.com/StockSavvyShay/status/2015850227425804332) 2026-01-26T18:12Z 344.9K followers, 48.6K engagements "$AMZN ad business is an underappreciated stabilizer heading into earnings because Amazon monetizes users at the exact moment theyre already buying. Its already a $65B business growing 24% with far less cyclicality than traditional digital ads" [X Link](https://x.com/StockSavvyShay/status/2015874533069357103) 2026-01-26T19:48Z 344.9K followers, 108.8K engagements "The Trump administration proposed roughly flat Medicare rates for next year which is well below market expectations. $UNH is down 8% after hours" [X Link](https://x.com/StockSavvyShay/status/2015897236463587665) 2026-01-26T21:18Z 345K followers, 163.2K engagements "$RKLB reusable 14-meter Hungry Hippo fairing has arrived at Neutrons Launch Complex [--] in Virginia for checkouts and pre-launch testing. Its the first commercial captive fairing designed to deploy the payload and return with the vehicle" [X Link](https://x.com/StockSavvyShay/status/2015907270450938095) 2026-01-26T21:58Z 345K followers, 46.7K engagements "Great to be featured on MarketWatch today discussing $TSLA earnings. The core auto business looks increasingly mature & under pricing pressure while valuation is really underwriting autonomy &robotics. If Tesla delivers specific credible updates there then the stock can rally even with messy car numbers. https://twitter.com/i/web/status/2015917251833298970 https://twitter.com/i/web/status/2015917251833298970" [X Link](https://x.com/StockSavvyShay/status/2015917251833298970) 2026-01-26T22:38Z 345.6K followers, 27.8K engagements "Everyone knows Azure demand is growing faster than $MSFT can deploy capacity which means near-term revenue understates the backlog. The real tell is whether Azure is gaining or losing share while $AMZN AWS & $GOOGL Cloud are also supply-constrained so whoever deploys capacity fastest will win market share. $MSFT bulls getting bounce confirmation. Let's hope earnings Wednesday isn't a downer. https://t.co/FSkcFailHY $MSFT bulls getting bounce confirmation. Let's hope earnings Wednesday isn't a downer. https://t.co/FSkcFailHY" [X Link](https://x.com/StockSavvyShay/status/2015924444888539480) 2026-01-26T23:06Z 344.9K followers, 60.3K engagements "$NET is becoming the gatekeeper of the modern internet. The picks-and-shovels winner of agentic AI is up another 10% pre-market" [X Link](https://x.com/StockSavvyShay/status/2016100087366316264) 2026-01-27T10:44Z 347K followers, 83.6K engagements "@LeverageETFs This print will hurt $OSCR sentiment in near-term" [X Link](https://x.com/StockSavvyShay/status/2016106978637185167) 2026-01-27T11:12Z 345.2K followers, 10.6K engagements "$RDW up over 10% after being named a vendor on the Missile Defense Agencys $151B SHIELD IDIQ. The win expands Redwires homeland defense footprint though IDIQ awards dont guarantee revenue. [----] WILL BE THE YEAR OF SPACE Orbital Launch (access to space) $SPACEX enables low-cost high-cadence launch that underpins the entire ecosystem $RKLB provides dedicated launch and integrated space services for small and mid-size missions $FLY $SPCE $ULA expand https://t.co/KBYSSo5H4Y [----] WILL BE THE YEAR OF SPACE Orbital Launch (access to space) $SPACEX enables low-cost high-cadence launch that underpins" [X Link](https://x.com/StockSavvyShay/status/2016124148666581021) 2026-01-27T12:20Z 344.9K followers, 126.4K engagements "$META has committed to pay $GLW up to $6B through [----] for fiber-optic cable to support its AI data center buildout" [X Link](https://x.com/StockSavvyShay/status/2016130272199426496) 2026-01-27T12:44Z 345.5K followers, 86.2K engagements "$RR up 18% after announcing a collaboration with $MSFT to upgrade its ADAM robot with Azure-powered agentic AI adding vision voice & reasoning It shows how cloud AI can upgrade physical robots at scale without new hardware" [X Link](https://x.com/StockSavvyShay/status/2016135426726363151) 2026-01-27T13:05Z 345.3K followers, 146.9K engagements "2026 looks like the year agentic AI takes off with value shifting from software seats to infrastructure consumption. $NET Workers & $DOCN compute are positioned for agent workloads as the toll roads for low-latency execution API access & cheap scalable infrastructure. One company is coming for an entire industry. Claude is disrupting how software gets built and used. https://t.co/BYv7daMS3A One company is coming for an entire industry. Claude is disrupting how software gets built and used. https://t.co/BYv7daMS3A" [X Link](https://x.com/StockSavvyShay/status/2016140712702869687) 2026-01-27T13:26Z 346.7K followers, 44K engagements "@RetailKingsETF Can Anduril please go public this year 😅" [X Link](https://x.com/StockSavvyShay/status/2016145591420829980) 2026-01-27T13:45Z 345.3K followers, [----] engagements "AI is becoming memory-first as models and agents think longer and retain more context Memory is now the bottleneck across data centers edge autonomy and agentic systems which is why $MU sits at the center of this cycle. $MU plans to invest an additional $24B in Singapore over the next decade to expand memory manufacturing. The move reflects how AI-driven demand is turning memory into a long-cycle capacity bottleneck. https://t.co/5IfGP0rdiM $MU plans to invest an additional $24B in Singapore over the next decade to expand memory manufacturing. The move reflects how AI-driven demand is turning" [X Link](https://x.com/StockSavvyShay/status/2016146340359917831) 2026-01-27T13:48Z 345.2K followers, 50.3K engagements "@PolymarketMoney $RDDT data is still a massive asset in the LLM arms race" [X Link](https://x.com/StockSavvyShay/status/2016154722336702533) 2026-01-27T14:21Z 345.3K followers, [----] engagements "Great to be featured on Barrons today discussing $TSLA earnings. The key issue this quarter is what unsupervised driving means in practice. Austin is the credibility test case for where it works when it works & under what conditions. I do believe FSD monetization is the bridge to the robotaxi future & this is where that bridge gets stress tested. https://twitter.com/i/web/status/2016174761165127973 https://twitter.com/i/web/status/2016174761165127973" [X Link](https://x.com/StockSavvyShay/status/2016174761165127973) 2026-01-27T15:41Z 344.9K followers, 148.5K engagements "$IREN is built for the overflow era where hyperscalers cant add GPUs power or data centers fast enough. In that environment contracted capacity becomes the most predictive metric in AI compute which is why a deal announcement next week wouldnt be surprising. $IREN up 10% as the market prices in a potential $AMZN deal. Earnings pulled forward to Feb [--] (same day as Amazon) and investors are positioning IREN as part of AWSs 45GW capacity buildout in [----]. https://t.co/euMI7j1Y2F $IREN up 10% as the market prices in a potential $AMZN deal. Earnings pulled forward to Feb [--] (same day as Amazon) and" [X Link](https://x.com/StockSavvyShay/status/2016193915842658697) 2026-01-27T16:57Z 345.3K followers, 191K engagements "A $1.4T SpaceX IPO valuation tells the market that launch LEO connectivity & orbital infrastructure are foundational platforms with durable demand across government + commercial customers. Bullish for $RKLB $ASTS $PL $RDW $FLY $BKSY $SATL $GSAT SPACEX MARKET CAP PROJECTED TO HIT $1400000000000.00 How high can it go https://t.co/AmiD4awdTN SPACEX MARKET CAP PROJECTED TO HIT $1400000000000.00 How high can it go https://t.co/AmiD4awdTN" [X Link](https://x.com/StockSavvyShay/status/2016200418557395427) 2026-01-27T17:23Z 346.5K followers, 73.8K engagements "@VanquishTrader A lot of people forget about $TEM when talking about Nancy's book. They're my favorite healthcare AI play because they're building the largest oncology-focused foundation model by embedding its data platform directly into next-gen drug discovery workflows" [X Link](https://x.com/StockSavvyShay/status/2016213189491565024) 2026-01-27T18:14Z 346.8K followers, 11.3K engagements "$TTD IS NEAR ITS LOWEST VALUATION EVER" [X Link](https://x.com/StockSavvyShay/status/2016273473799389252) 2026-01-27T22:13Z 346.2K followers, 50.7K engagements "@HelenTa10735917 Just shared my thoughts on $TTD in our sub community" [X Link](https://x.com/StockSavvyShay/status/2016275315585384647) 2026-01-27T22:21Z 345.2K followers, [----] engagements "$NVDA [----] Feynman platform may introduce limited multi-sourcing with $INTC $TSM would still build the main GPU die while Intel could handle the I/O die and EMIB packaging with its share capped around 25%" [X Link](https://x.com/StockSavvyShay/status/2016293709856596174) 2026-01-27T23:34Z 346.2K followers, 100.7K engagements "$AMZN ANNOUNCES [-----] LAYOFFS" [X Link](https://x.com/StockSavvyShay/status/2016470415577891001) 2026-01-28T11:16Z 345.2K followers, 40.9K engagements "SK HYNIX Q4 EARNINGS Revenue $24.3B vs Est. $23.2B Net Income $11.3B vs Est. $9.9B HBM revenue more than doubled YoY HBM3E exclusive supplier for $MSFT Maia [---] FY26 Guidance DRAM demand: +20% YoY Continues to consider U.S. stock listing" [X Link](https://x.com/StockSavvyShay/status/2016474648679207027) 2026-01-28T11:33Z 346K followers, 46.4K engagements "President Trump says a large U.S. naval force led by the aircraft carrier Abraham Lincoln is moving toward Iran and is prepared to use force if necessary. He warned Iran to negotiate and abandon nuclear weapons saying time is running out. President Trump warned that a large U.S. naval force led by the aircraft carrier Abraham Lincoln is moving toward Iran and is prepared to use force if necessary. He urged Iran to return to negotiations and abandon nuclear weapons saying time is running out and that future https://t.co/t1xI9fsIgt President Trump warned that a large U.S. naval force led by the" [X Link](https://x.com/StockSavvyShay/status/2016486576373821855) 2026-01-28T12:20Z 345.5K followers, 57.3K engagements "We just got more proof of how early we are in the AI cycle. $TSM (the AI factory) crushed guidance by 10% while $ASML (the AI kingmaker) nearly doubled expected bookings. A month into the year were still underestimating the scale and staying power of AI capex. $ASML announced additional buybacks and reiterated its [----] outlook of $5065B in revenue with 5260% gross margins. Q4 bookings of $15.5B vs. $8.1B expected underscore how strong demand really is. https://t.co/ZY5qULN5IF $ASML announced additional buybacks and reiterated its [----] outlook of $5065B in revenue with 5260% gross margins. Q4" [X Link](https://x.com/StockSavvyShay/status/2016491665343840583) 2026-01-28T12:40Z 347K followers, 100.3K engagements "$MSFT earnings arent about AI demand but all about conversion. Azure capacity relief and steady Copilot monetization are the tells for whether margins can expand while spend stays elevated" [X Link](https://x.com/StockSavvyShay/status/2016530886020522164) 2026-01-28T15:16Z 345.2K followers, 67.1K engagements "Great to be featured on TechTarget today discussing the +275% move in $SLV over the past year. Rising demand from AI chips is turning silver into a consumable input rather than something that gets recycled which helps explain why prices have been on such a tear" [X Link](https://x.com/StockSavvyShay/status/2016557107894767980) 2026-01-28T17:00Z 345.3K followers, 85.9K engagements "$MSFT Excel now has Agent Mode allowing users to collaborate with Copilot AI directly inside spreadsheets. It brings agentic workflows into one of the most widely used tools in the enterprise" [X Link](https://x.com/StockSavvyShay/status/2016565465309729271) 2026-01-28T17:34Z 345K followers, 24.9K engagements "@VanquishTrader $TSM & $ASML earnings proved this rally will continue" [X Link](https://x.com/StockSavvyShay/status/2016574910039281882) 2026-01-28T18:11Z 345.3K followers, [----] engagements "$META Q4 EARNINGS Revenue $59.9B vs Est. $58.4B EPS $8.88 vs Est. $8.19 Ads Revenue $58.1B vs Est. $56.8B Daily Active People 3.58B (+7% YoY) Q1 Guidance Revenue $55B vs Est. $51B FY26 Guidance CapEx $125B vs Est. $111B" [X Link](https://x.com/StockSavvyShay/status/2016619458031473114) 2026-01-28T21:08Z 347.2K followers, 170.5K engagements "$TSLA TO ACQUIRE $2B OF XAI PREFERRED STOCK" [X Link](https://x.com/StockSavvyShay/status/2016619937180336527) 2026-01-28T21:10Z 345.8K followers, 191.3K engagements "$MSFT Q2 EARNINGS Revenue $81.3B vs Est. $80.3B EPS $5.16 vs Est. $3.63 Cloud Revenue $51.5B (+26% YoY) RPO $625B (+110% YoY)" [X Link](https://x.com/StockSavvyShay/status/2016621201247146086) 2026-01-28T21:15Z 345.2K followers, 82.8K engagements "$HOOD SAID TO VIE FOR A KEY RETAIL ROLE IN MEGA SPACEX IPO" [X Link](https://x.com/StockSavvyShay/status/2016621936114356537) 2026-01-28T21:18Z 345.2K followers, 30.8K engagements "$TSLA Q4 EARNINGS Revenue $24.9B vs Est. $24.8B EPS $0.50 vs Est. $0.45 Gross Margin 20% vs Est. 17% Operating Income $1.4B vs Est. $1.3B" [X Link](https://x.com/StockSavvyShay/status/2016622925470974264) 2026-01-28T21:22Z 345.7K followers, 22.7K engagements "$NOW Q4 EARNINGS Sales $3.6B vs Est. $3.5B EPS $0.92 vs Est. $0.89 cRPO $12.9B -- up 25% YoY $5B buyback plan authorized" [X Link](https://x.com/StockSavvyShay/status/2016624800542970096) 2026-01-28T21:29Z 345.9K followers, 115.7K engagements "$MSFT commercial cloud backlog is inflecting with RPO up 110% YoY $MSFT Q2 EARNINGS Revenue $81.3B vs Est. $80.3B EPS $5.16 vs Est. $3.63 Cloud Revenue $51.5B (+26% YoY) RPO $625B (+110% YoY) https://t.co/FTb1tZR86U $MSFT Q2 EARNINGS Revenue $81.3B vs Est. $80.3B EPS $5.16 vs Est. $3.63 Cloud Revenue $51.5B (+26% YoY) RPO $625B (+110% YoY) https://t.co/FTb1tZR86U" [X Link](https://x.com/StockSavvyShay/status/2016625605455040611) 2026-01-28T21:33Z 345.3K followers, 217.9K engagements "Elon Musk says $TSLA will halt Model S and X production. Those facilities will be converted into Optimus robot factories" [X Link](https://x.com/StockSavvyShay/status/2016645823912956006) 2026-01-28T22:53Z 345.6K followers, 270.9K engagements "$TSLA CFO says [----] capex will be in excess of $20B making it a major investment year more than double [----] levels Elon Musk says $TSLA will halt Model S and X production. Those facilities will be converted into Optimus robot factories. https://t.co/xv9iPjzCKU Elon Musk says $TSLA will halt Model S and X production. Those facilities will be converted into Optimus robot factories. https://t.co/xv9iPjzCKU" [X Link](https://x.com/StockSavvyShay/status/2016649591417163958) 2026-01-28T23:08Z 345.2K followers, 39.9K engagements "$MSFT Q3 OUTLOOK Revenue $81.3B (+16% YoY) Azure +38% with Cloud gross margin 65% Capex down sequentially Microsoft pulls back after management said Azure growth remains capacity constrained and not all incremental capex will be directed to Azure. $MSFT commercial cloud backlog is inflecting with RPO up 110% YoY https://t.co/Etf6dw9f9h $MSFT commercial cloud backlog is inflecting with RPO up 110% YoY https://t.co/Etf6dw9f9h" [X Link](https://x.com/StockSavvyShay/status/2016652781315358742) 2026-01-28T23:21Z 345.3K followers, 147.4K engagements "Elon says Optimus faces no serious competition outside China. The hard parts are hands real-world AI and scaling production and $TSLA believes it has all three Elon Musk says $TSLA will halt Model S and X production. Those facilities will be converted into Optimus robot factories. https://t.co/xv9iPjzCKU Elon Musk says $TSLA will halt Model S and X production. Those facilities will be converted into Optimus robot factories. https://t.co/xv9iPjzCKU" [X Link](https://x.com/StockSavvyShay/status/2016656228508959121) 2026-01-28T23:34Z 345.3K followers, 69.7K engagements "$META is becoming one of the clearest application-layer winners in the AI economy with AI already driving real engagement ad performance & revenue acceleration. At 17x earnings the market is still pricing it like a legacy ad biz while the AI flywheel is just getting started" [X Link](https://x.com/StockSavvyShay/status/2016857885607940162) 2026-01-29T12:56Z 345.5K followers, 141.4K engagements "This is evidence that $META AI investments are monetizing. In advertising you usually get either more volume or higher prices but rarely both. Meta is seeing both right now (impressions are up and prices are up) which only happens when ads are actually converting better and advertisers are getting real value. AI is enabling Meta to monetize through the unsexy but highly profitable work of making ads perform better. $META is becoming one of the clearest application-layer winners in the AI economy with AI already driving real engagement ad performance & revenue acceleration. At 17x earnings the" [X Link](https://x.com/StockSavvyShay/status/2016871166485594448) 2026-01-29T13:48Z 345.2K followers, 83.2K engagements "@VanquishTrader This move tells me that $JOBY production is coming 👀" [X Link](https://x.com/StockSavvyShay/status/2016873242703908988) 2026-01-29T13:57Z 345.6K followers, 13.7K engagements "Elons message on yesterdays earnings call was loud and clear: $TSLA is moving from selling cars to operating AI systems in the real world. Tesla is pivoting from consumer EVs toward autonomous fleet services (Cybercab) humanoid robots (Optimus) & custom AI silicon (AI5/AI6). In the AI economy the highest leverage comes from deploying intelligence repeatedly which makes this the right time to pivot. The big open question has always been whether scaling laws apply to robotics and autonomy the way they do to LLMs. Elon is clearly betting yes with more compute (Cortex 2) plus more data (650K" [X Link](https://x.com/StockSavvyShay/status/2016877544931492117) 2026-01-29T14:14Z 346K followers, 116.8K engagements "Nobody wants to live on SaaS Ave in [----] $TEAM -13% $NOW -9% $HUBS -9% $WDAY -8% $SNOW -7% $MNDY -6% $DOCU -6% $CRM -6% $ESTC -6% $DDOG -5% $CRWD -5% $RBRK -5%" [X Link](https://x.com/StockSavvyShay/status/2016883478768631914) 2026-01-29T14:37Z 347K followers, 88.8K engagements "Every new AI generation requires more HBM per GPU which means more revenue per chip for $MU. Just yesterday $TSLA unveiled Cortex [--] a massive AI compute cluster to train Optimus humanoid robots and power an end-to-end neural network for Cybercab autonomy. The AI economy is becoming memory-first which helps explain why Micron stock is up 5x over the past year. [--] REASONS $MU IS HAVING ITS $NVDA MOMENT [--]. HBM demand growing faster than GPU demand [--]. Memory content per GPU increasing every generation [--]. Edge autonomy and agents all memory-intensive Memory is becoming critical infrastructure in" [X Link](https://x.com/StockSavvyShay/status/2016889168174137635) 2026-01-29T15:00Z 345.5K followers, 116.9K engagements "$MSFT HAVING ITS WORST DAY IN [--] YEARS" [X Link](https://x.com/StockSavvyShay/status/2016894095579636085) 2026-01-29T15:19Z 345.4K followers, 86K engagements "$NOW IN ITS LARGEST DRAWDOWN EVER $NOW Q4 EARNINGS Sales $3.6B vs Est. $3.5B EPS $0.92 vs Est. $0.89 cRPO $12.9B -- up 25% YoY $5B buyback plan authorized https://t.co/rbQ37AK4iv $NOW Q4 EARNINGS Sales $3.6B vs Est. $3.5B EPS $0.92 vs Est. $0.89 cRPO $12.9B -- up 25% YoY $5B buyback plan authorized https://t.co/rbQ37AK4iv" [X Link](https://x.com/StockSavvyShay/status/2016908660866502851) 2026-01-29T16:17Z 346K followers, 64.7K engagements "I know its become the hot take to say AI platforms will disrupt software applications. But from what Ive been hearing the markets for these businesses havent changed nearly as much as the narrative suggests. Right now the market is just being lazy and repricing all of SaaS as one bucket even though there are clear pockets that should be beneficiaries of the AI economy. I added selectively today. https://t.co/GxqKSqy1Dd https://t.co/GxqKSqy1Dd" [X Link](https://x.com/StockSavvyShay/status/2016915233718358212) 2026-01-29T16:43Z 346.6K followers, 118.9K engagements "$MSFT denied any commercial relationship with $RR after claims of a close collaboration. Microsoft said the engagement was simply a standard customer program" [X Link](https://x.com/StockSavvyShay/status/2016920541207417290) 2026-01-29T17:05Z 347K followers, 240K engagements "@PolymarketMoney Market is completely misreading $MSFT earnings" [X Link](https://x.com/StockSavvyShay/status/2016930509419680169) 2026-01-29T17:44Z 345.3K followers, 29.8K engagements "$AAPL is acquiring audio startup QAI in a rare $2B deal. Apple rarely buys at this scale and doing so for an audio company points to physical AI use cases where sound spatial awareness and real-world interaction actually matter" [X Link](https://x.com/StockSavvyShay/status/2016933290675200400) 2026-01-29T17:55Z 345.2K followers, 33.1K engagements "Rep. Dale Strong disclosed his first stock purchase in three years by buying $IREN. The trade came days after Congress advanced a major appropriations bill focused on energy dominance critical minerals & nuclear power overseen by committees he sits on" [X Link](https://x.com/StockSavvyShay/status/2016951999603101736) 2026-01-29T19:10Z 346.3K followers, 108.2K engagements "The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children" [X Link](https://x.com/StockSavvyShay/status/2016980379522257329) 2026-01-29T21:02Z 346K followers, 134.1K engagements "$AAPL Q1 EARNINGS Sales $143.8B vs Est. $138.1B EPS $2.84 vs Est. $2.66 China Sales $25.5B vs Est. $21.3B iPhone Sales $85.3B vs Est. $78.3B" [X Link](https://x.com/StockSavvyShay/status/2016988273009381414) 2026-01-29T21:34Z 346K followers, 38.3K engagements "Interesting that $AAPL biggest weakness this quarter came from the Americas which missed estimates by $400M ($58.5B vs. $59.1B)" [X Link](https://x.com/StockSavvyShay/status/2016990250195964022) 2026-01-29T21:42Z 345.1K followers, 16.6K engagements "Elon Musks SpaceX is said to be considering a merger with $TSLA or xAI" [X Link](https://x.com/StockSavvyShay/status/2017001170599104636) 2026-01-29T22:25Z 346.1K followers, 141.4K engagements "Tim Cook says $AAPL is supply-constrained because $TSM leading-edge node capacity is tight limiting how many advanced SoCs it can build despite strong demand. At the same time rising memory prices from suppliers like $MU are already baked into Apples 48% gross margin guide" [X Link](https://x.com/StockSavvyShay/status/2017004353866125722) 2026-01-29T22:38Z 346.2K followers, 83.6K engagements "Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the cleanest way for investors to own the space economy without EVs AI or robotics noise. Public markets tend to reward the last pure play with a scarcity premium. Elon Musks SpaceX is said to be considering a merger with $TSLA or xAI. https://t.co/jeGIW2scLD Elon Musks SpaceX is said to be considering a merger with $TSLA or" [X Link](https://x.com/StockSavvyShay/status/2017013630097903669) 2026-01-29T23:14Z 346.7K followers, 287.5K engagements "OpenAI is laying the groundwork for a potential Q4 IPO and building out its finance team. The push is partly defensive driven by concern that Anthropic could reach public markets first" [X Link](https://x.com/StockSavvyShay/status/2017015699278008472) 2026-01-29T23:23Z 345.6K followers, 37.5K engagements "$RKLB Hungry Hippo has been safely delivered and unwrapped inside Neutrons Assembly & Integration Complex in Virginia. This is a small but real integration milestone that reduces program risk. Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the https://t.co/HykgBm4tUy Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with" [X Link](https://x.com/StockSavvyShay/status/2017035725062222240) 2026-01-30T00:42Z 346K followers, 73.8K engagements "$RKLB just completed its 2nd Electron launch of [----]. Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the https://t.co/HykgBm4tUy Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets" [X Link](https://x.com/StockSavvyShay/status/2017049553929982340) 2026-01-30T01:37Z 346K followers, 108.7K engagements "$BMNR down 50% the past three months" [X Link](https://x.com/StockSavvyShay/status/2017057964352557395) 2026-01-30T02:11Z 346.5K followers, 91.4K engagements "$SOFI delivered 😏 Sales $1.03B vs Est. $982M EPS $0.12 vs Est. $0.12 Adj EBITDA $318M (+60% YoY) New Members: 13.7M (+35% YoY) FY26 Guidance Sales $4.7B vs Est. $4.5B EPS $0.60 vs Est. $0.59 GAAP Net Income $825M EBITDA Margin: 34%" [X Link](https://x.com/StockSavvyShay/status/2017210494164271558) 2026-01-30T12:17Z 346.3K followers, 209K engagements "President Trump officially taps Kevin Warsh as the next Federal Reserve Chair" [X Link](https://x.com/StockSavvyShay/status/2017212816722481403) 2026-01-30T12:26Z 346.3K followers, 141.8K engagements "Fee-based revenue is now a record 43% of $SOFI total sales. That means growth is coming more from users doing more inside the platform rather than just lending more capital. This is also why margins improve and why the multiple can expand as the biz looks less like a lender and more like a financial platform. $SOFI delivered 😏 Sales $1.03B vs Est. $982M EPS $0.12 vs Est. $0.12 Adj EBITDA $318M (+60% YoY) New Members: 13.7M (+35% YoY) FY26 Guidance Sales $4.7B vs Est. $4.5B EPS $0.60 vs Est. $0.59 GAAP Net Income $825M EBITDA Margin: 34% https://t.co/jxhCDzOV45 $SOFI delivered 😏 Sales $1.03B" [X Link](https://x.com/StockSavvyShay/status/2017230115844059640) 2026-01-30T13:35Z 345.2K followers, 109.5K engagements "New Fed Chair Kevin Warsh has previously taken a constructive view on Bitcoin. Hes said $BTC doesnt make him nervous and has described it as a new software platform with real utility where it can even act as a check on bad monetary policy. President Trump officially taps Kevin Warsh as the next Federal Reserve Chair. https://t.co/pFnetu1P7j President Trump officially taps Kevin Warsh as the next Federal Reserve Chair. https://t.co/pFnetu1P7j" [X Link](https://x.com/StockSavvyShay/status/2017234602751111182) 2026-01-30T13:53Z 346.9K followers, 117.5K engagements "$GOOGL Genie [--] points toward a world where AI systems run continuously in real time. AI demand about to shift from bursty queries to always-on workloads which raises the baseline for $NVDA + $AMD compute plus $MU + $SNDK memory. $META is also likely to follow as interactive worlds become another surface" [X Link](https://x.com/StockSavvyShay/status/2017239580328518103) 2026-01-30T14:12Z 345.3K followers, 110.1K engagements "$ASTS JUST HIT A NEW ALL-TIME HIGH HERES TODAYS FOX BUSINESS SEGMENT What $TSM earnings revealed about the AI cycle: $NVDA $ASML $AMD SMID names riding TSMCs dominance: $AMKR $AEHR $ALAB $PSTG The space economy in 2026: SpaceX $RKLB $ASTS $PL FOMO vs. fear of buying the top and how growth https://t.co/J8T7q3aRWg HERES TODAYS FOX BUSINESS SEGMENT What $TSM earnings revealed about the AI cycle: $NVDA $ASML $AMD SMID names riding TSMCs dominance: $AMKR $AEHR $ALAB $PSTG The space economy in 2026: SpaceX $RKLB $ASTS $PL FOMO vs. fear of buying the top and how growth https://t.co/J8T7q3aRWg" [X Link](https://x.com/StockSavvyShay/status/2017245546327728586) 2026-01-30T14:36Z 345.2K followers, 67.2K engagements "@VanquishTrader $U being down 25% off this headline is such an overreaction" [X Link](https://x.com/StockSavvyShay/status/2017264905934852522) 2026-01-30T15:53Z 345.9K followers, [----] engagements "SILVER FALLING OFF A CLIFF TODAY" [X Link](https://x.com/StockSavvyShay/status/2017302407332626699) 2026-01-30T18:22Z 345.3K followers, 41.1K engagements "$NVDA Blackwell about to increase the gap between the American frontier models and Chinese open source models. The U.S. MUST win the AI race Weve implemented a clear policy at micro1: we will only work with U.S. AI labs and its allies. We made this decision because the AI race is not just about better products. It is about who controls the intelligence layer of the global economy and https://t.co/kuaPXE6m3Y The U.S. MUST win the AI race Weve implemented a clear policy at micro1: we will only work with U.S. AI labs and its allies. We made this decision because the AI race is not just about" [X Link](https://x.com/StockSavvyShay/status/2017335931540541475) 2026-01-30T20:35Z 346K followers, 44.3K engagements "SILVER JUST HAD ITS WORST SINGLE-DAY DROP IN OVER [---] YEARS" [X Link](https://x.com/StockSavvyShay/status/2017347324574634056) 2026-01-30T21:20Z 345.6K followers, 59.8K engagements "SpaceX is reportedly on track for $16B in [----] revenue with $8B in EBITDA driven largely by Starlink which accounts for 5080% of sales. The company is said to be targeting a June IPO to raise $50B at a conservative $1.5T valuation" [X Link](https://x.com/StockSavvyShay/status/2017350603824050299) 2026-01-30T21:33Z 346.3K followers, 85.6K engagements "Talks on a potential $100B $NVDA + OpenAI deal have stalled. Jensen Huang has reportedly grown skeptical of OpenAIs business model" [X Link](https://x.com/StockSavvyShay/status/2017386240811930098) 2026-01-30T23:55Z 346.2K followers, 129.2K engagements "Tom Lee says Ethereum could briefly dip to $2400 calling it a touch-and-go bottom. He adds that this move would likely coincide with precious metals peaking. $BMNR" [X Link](https://x.com/StockSavvyShay/status/2017583501986648396) 2026-01-31T12:59Z 346.7K followers, 268.9K engagements "$SOFI just posted its largest quarterly member growth ever by adding 1M new members in Q4. The company is positioning itself as the full digital on-ramp where retail banking investing and digital assets converge" [X Link](https://x.com/StockSavvyShay/status/2017633394407133559) 2026-01-31T16:17Z 347K followers, 82.7K engagements "@VanquishTrader $NOW trading at 20x FCF is freaking nuts" [X Link](https://x.com/StockSavvyShay/status/2017637848787390725) 2026-01-31T16:35Z 346.3K followers, 30.1K engagements "$ASML just raised EUV machine prices 50% since last year to $284M per machine. This is what true monopoly power looks like when demand explodes and customers have zero alternatives. ASML is the only company on Earth that makes EUV lithography machines where $TSM + $INTC need them to produce the advanced nodes that power $NVDA + $AMD GPUs $GOOGL TPUs and every other frontier AI accelerator. FUTURUM EQUITIES PODCAST EPISODE #27 Daniel and Shay dove into the following topics: $TSM earnings reactions Space Economy : $RKLB $ASTS The Claude cowork effect: $NOW $MNDY $PATH $DDOG $ADBE $ZETA $CRM" [X Link](https://x.com/StockSavvyShay/status/2017642161718890694) 2026-01-31T16:52Z 347K followers, 136.3K engagements "BITCOIN $BTC JUST DROPPED BELOW $80000" [X Link](https://x.com/StockSavvyShay/status/2017647264324530586) 2026-01-31T17:12Z 345.3K followers, 174.7K engagements "$MSTR Bitcoin position has officially turned negative as $BTC slips below $76000. This is the first time Bitcoin has traded below Michael Saylors cost basis since October [----]. BITCOIN $BTC JUST DROPPED BELOW $80000 https://t.co/S9WZLHmxC1 BITCOIN $BTC JUST DROPPED BELOW $80000 https://t.co/S9WZLHmxC1" [X Link](https://x.com/StockSavvyShay/status/2017675024711487946) 2026-01-31T19:03Z 345.9K followers, 139.4K engagements "Waymo is finalizing a $16B raise at a $110B valuation with $GOOGL supplying over 75% of the capital alongside Sequoia Capital. Sources say ARR is now $350M+ and the round was 3x oversubscribed" [X Link](https://x.com/StockSavvyShay/status/2017691136001994884) 2026-01-31T20:07Z 346.7K followers, 90.1K engagements "Jensen dismissed reports of a rift with OpenAI calling them complete nonsense & confirming $NVDA will make huge investment He said Nvidia doubling down on OpenAI describing it as one of the most consequential companies of our time & likely largest investment in its history Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidias largest investment ever. https://t.co/soVsxMHz37 Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidias largest investment ever. https://t.co/soVsxMHz37" [X Link](https://x.com/StockSavvyShay/status/2017704524090384794) 2026-01-31T21:00Z 347K followers, 287.1K engagements "Jensen Huang said $TSM will need to work very hard this year to meet $NVDA needs for wafers and CoWoS. He added that demand remains very strong and that TSMC is doing an incredible job ramping supply. $TSM is the AI factory that builds the chips that power every AI model on earth. Heres how TSMCs capex flows through the supply chain: $ASML gates leading-edge AI output by controlling access to EUV lithography at each node transition $AMAT benefits as AI chips add more https://t.co/ocpRnll8k3 $TSM is the AI factory that builds the chips that power every AI model on earth. Heres how TSMCs capex" [X Link](https://x.com/StockSavvyShay/status/2017772183179956644) 2026-02-01T01:29Z 346.6K followers, 119.1K engagements "Jensen Huang said AI performance depends on both HBM & LPDDR highlighting just how critical memory is to $NVDA stack which is an obvious tailwind for suppliers like $MU. He added that demand is still growing faster than supply across the chain. [----] WILL BE THE YEAR OF AI MEMORY $MU supplies the DRAM & HBM next to GPUs that let AI think longer & hold more context. $SNDK $STX $WDC store massive AI datasets & model files so training and inference can scale. $PSTG $NTAP turn raw memory & disks into reliable https://t.co/swYfBlcjw7 [----] WILL BE THE YEAR OF AI MEMORY $MU supplies the DRAM & HBM" [X Link](https://x.com/StockSavvyShay/status/2017787957307183232) 2026-02-01T02:31Z 347K followers, 154.7K engagements "Jensen Huang is basically saying custom chips from $GOOGL $AMZN $AMZN $MSFT & $META struggle to compete with $NVDA because Nvidia is singularly focused on AI acceleration at a scale no one else matches. CUDA is the default language developers build on NVLink is still ahead when it comes to scaling GPUs together and Nvidia spends $20B a year with its entire org dedicated to making AI faster. The simple reality is Nvidia is all-in all the time. https://twitter.com/i/web/status/2017977619883675683 https://twitter.com/i/web/status/2017977619883675683" [X Link](https://x.com/StockSavvyShay/status/2017977619883675683) 2026-02-01T15:05Z 347.2K followers, 328K engagements "$ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI" [X Link](https://x.com/StockSavvyShay/status/2018112118479028381) 2026-02-01T23:59Z 347K followers, 202.1K engagements "$ORCL JUST BROKE BELOW $160 $ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI. https://t.co/Hn1EnMds8V $ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI. https://t.co/Hn1EnMds8V" [X Link](https://x.com/StockSavvyShay/status/2018131713487208574) 2026-02-02T01:17Z 347K followers, 141.5K engagements "$BMNR down 55% over the past three months" [X Link](https://x.com/StockSavvyShay/status/2018139476174979545) 2026-02-02T01:48Z 346.6K followers, 59.6K engagements "DRAM prices are spiking into 1Q26 with PC memory up 110% QoQ and server DRAM up 90% while $MU is pushing 120% server price increases as February contracts finalize. The impact is already visible with PC makers warning of 20% laptop price hikes in 1H26. HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from orbit $ASTS turning space into a https://t.co/u3bLkMhhzA HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the" [X Link](https://x.com/StockSavvyShay/status/2018152189311758620) 2026-02-02T02:39Z 345.5K followers, 107.8K engagements "@PolymarketMoney Wild to see $ORCL under $160 now" [X Link](https://x.com/StockSavvyShay/status/2018152792096174316) 2026-02-02T02:41Z 346.9K followers, 11.8K engagements "ETHEREUM $ETH JUST BROKE BELOW $2200" [X Link](https://x.com/StockSavvyShay/status/2018164135805215073) 2026-02-02T03:26Z 346.3K followers, 36.8K engagements "BITCOIN $BTC JUST LOST $75000" [X Link](https://x.com/StockSavvyShay/status/2018166228108615765) 2026-02-02T03:34Z 347K followers, 51.3K engagements "@VanquishTrader Crypto winter continues" [X Link](https://x.com/StockSavvyShay/status/2018169756906553372) 2026-02-02T03:49Z 345K followers, 14.4K engagements "SpaceX is reportedly in advanced talks to combine with xAI" [X Link](https://x.com/StockSavvyShay/status/2018297267627974973) 2026-02-02T12:15Z 345.9K followers, 29.4K engagements "Source: https://www.bloomberg.com/news/articles/2026-02-02/spacex-is-in-advanced-talks-to-combine-with-xaiembedded-checkout=true https://www.bloomberg.com/news/articles/2026-02-02/spacex-is-in-advanced-talks-to-combine-with-xaiembedded-checkout=true" [X Link](https://x.com/StockSavvyShay/status/2018297377002766490) 2026-02-02T12:16Z 345.2K followers, 15.3K engagements "$HOOD pullback continues to $95 with the stock down 33% over the past three months" [X Link](https://x.com/StockSavvyShay/status/2018307702662009090) 2026-02-02T12:57Z 346.9K followers, 153.5K engagements "@PolymarketMoney Now we just have to make sure Sam doesnt come back to $ORCL to revise the original $300B deal" [X Link](https://x.com/StockSavvyShay/status/2018316823897555379) 2026-02-02T13:33Z 345.1K followers, [----] engagements "TOM LEES $BMNR BUYS 42K $ETH WORTH $97M" [X Link](https://x.com/StockSavvyShay/status/2018320704756916362) 2026-02-02T13:48Z 347.2K followers, 207.6K engagements "@PolymarketMoney Wild $BMNR almost broke $20 last night" [X Link](https://x.com/StockSavvyShay/status/2018321146836640034) 2026-02-02T13:50Z 346.7K followers, 12.7K engagements "$SNOW & OpenAI signed a multi-year $200M partnership embedding OpenAI models natively into Snowflake Cortex AI across all major clouds. The deal gives 12600+ enterprise customers a governed path to deploy context-aware AI agents at scale pushing Snowflake deeper into the AI control layer. https://twitter.com/i/web/status/2018325783140327766 https://twitter.com/i/web/status/2018325783140327766" [X Link](https://x.com/StockSavvyShay/status/2018325783140327766) 2026-02-02T14:09Z 347K followers, 38.5K engagements "@PolymarketMoney $SNOW under $200 looks like an opportunity to me amid the SaaSpocalypse. They already have an AI run rate north of $100M driven by actual metered usage under a consumption model rather than signed but unused commitments" [X Link](https://x.com/StockSavvyShay/status/2018327497071534417) 2026-02-02T14:15Z 347K followers, [----] engagements "$HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. $HOOD pullback continues to $95 with the stock down 33% over the past three months. https://t.co/oesLcKnx3l $HOOD pullback continues to $95 with the stock down 33% over the past three months. https://t.co/oesLcKnx3l" [X Link](https://x.com/StockSavvyShay/status/2018328787944194238) 2026-02-02T14:20Z 346.2K followers, 211.5K engagements "$HOOD EXPERIENCING A 40% DRAWDOWN $HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. https://t.co/q3ZniF2MT1 $HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. https://t.co/q3ZniF2MT1" [X Link](https://x.com/StockSavvyShay/status/2018337649581539482) 2026-02-02T14:56Z 347K followers, 132K engagements "$TSLA is scaling Giga New York to 300MW of annual solar module capacity bringing more solar assembly in-house. The move reduces reliance on third-party suppliers and shifts production to the U.S" [X Link](https://x.com/StockSavvyShay/status/2018345078234943633) 2026-02-02T15:25Z 347K followers, 61.1K engagements "Market is remembering that $SNDK as a second-order storage winner despite ongoing macro noise. HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from orbit $ASTS turning space into a https://t.co/u3bLkMhhzA HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from" [X Link](https://x.com/StockSavvyShay/status/2018351129806197068) 2026-02-02T15:49Z 347K followers, 79.3K engagements "Looks like Elon Musk just confirmed the SpaceXxAI merger is happening 🚨 Elon may have just confirmed SpaceX is merging with xAI. SpaceX going public will likely be the largest deal in history. https://t.co/esLOdRZyZk 🚨 Elon may have just confirmed SpaceX is merging with xAI. SpaceX going public will likely be the largest deal in history. https://t.co/esLOdRZyZk" [X Link](https://x.com/StockSavvyShay/status/2018360901972472147) 2026-02-02T16:28Z 346.4K followers, 43.8K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@StockSavvyShay Shay Boloor
NVIDIA ($NVDA) continues to dominate the AI landscape, with its market value now surpassing several major tech companies and its CEO announcing a massive $500 billion business opportunity over the next six quarters. Tesla ($TSLA) is also making significant strides in AI, with Elon Musk announcing plans to build a [--] million-unit Optimus line and a [--] 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: [-------] #
- [--] Week [----------] -43%
- [--] Month [----------] +30%
- [--] Months [-----------] +37%
- [--] Year [-----------] +210%
Mentions: [---] #
- [--] Week [---] -6.70%
- [--] Month [-----] +6.40%
- [--] Months [-----] +34%
- [--] Year [-----] +32%
Followers: [-------] #
- [--] Week [-------] +0.67%
- [--] Month [-------] +4.30%
- [--] Months [-------] +59%
- [--] Year [-------] +168%
CreatorRank: [------] #
Social Influence
Social category influence stocks #257 technology brands #2118 finance #860 automotive brands #939 cryptocurrencies #243 countries 3.59% celebrities 2.44% social networks #4943 currencies 1.15% exchanges #6231
Social topic influence ai #757, $nvda #44, $googl #68, $amzn #14, $tsla #7, nvda #9, $pltr #24, $rklb #13, $amd #34, $hood #6
Top accounts mentioned or mentioned by @grok @polymarketmoney @narcissistx10 @k2__investment @vanquishtrader @systemdaddyai @wallstreet_dawg @sindhureddy @william_r2rclub @danielnewmanuv @shiqin @vulcanmk5 @hbblink @tonitrades_ @wolfoftirol @commonsenseplay @russfrompublic @servetkodu_en @stevenaffluent @stocksavytrack
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) Rocket Lab USA, Inc. Common Stock (RKLB) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Oklo Inc. (OKLO) Metadium (META) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Microsoft Corp. (MSFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Taiwan Semiconductor (TSM) Ondas Holdings Inc. Common Stock (ONDS) Eos Energy Enterprises, Inc. (EOSE) Micron Technology, Inc. (MU) Hims & Hers Health, Inc. (HIMS) Cipher Mining Inc. Common Stock (CIFR) Broadcom, Inc. (AVGO) RAI Finance (SOFI) BITMINE IMMERSION TECH (BMNR) Planet Labs PBC (PL) Now Coin (NOW) Astera Labs, Inc. (ALAB) Snowflake Inc. (SNOW) Cameco Corporation (CCJ) Cloudflare, Inc. (NET) Apple, Inc. (AAPL) IonQ, Inc. (IONQ) Oscar Health, Inc. (OSCR) Bitcoin (BTC) Constellation Energy Corp (CEG) CoreWeave, Inc (CRWV) Crowdstrike Holdings Inc (CRWD) Arm Holdings plc (ARM) Energy Fuels Inc. (UUUU) MongoDB, Inc. (MDB) Centrus Energy Corp. (LEU) AppLovin Corporation (APP) monday.com Ltd. (MNDY) Rubrik, Inc. (RBRK) Intel Corporation (INTC) Vertiv Holdings Co (VRT) Vistra, Corp. (VST) Adobe, Inc. (ADBE) NuScale Power Corporation (SMR) Atlassian Corporation PLC (TEAM) Salesforce Inc (CRM) Tempus AI, Inc. (TEM) Redwire Corporation (RDW) AeroVironment, Inc. (AVAV) DigitalOcean Holdings, Inc. (DOCN) NANO Nuclear Energy Inc. (NNE) Oracle Corporation (ORCL) Sandisk Corporation (SNDK) Marvell Technology Inc (MRVL) Shopify Inc (SHOP) Critical Metals Corp. Ordinary Shares (CRML)
Top Social Posts
Top posts by engagements in the last [--] hours
"$NVDA CEO Jensen Huang said the market is wrong to think AI will replace software companies. He called the markets fear of software displacement illogical and said time will prove the thesis wrong"
X Link 2026-02-04T12:31Z 347.6K followers, 218.1K engagements
"The upside in $TSLA if autonomy and Optimus convert into real products is still something you cant replicate anywhere else in public markets. Who said you can't use candle shapes for confluence I see you $TSLA. https://t.co/Ze9Zr35H7W Who said you can't use candle shapes for confluence I see you $TSLA. https://t.co/Ze9Zr35H7W"
X Link 2026-02-09T16:43Z 347.6K followers, 43.1K engagements
"Treasury Secretary Bessent is calling on Congress to pass crypto market structure legislation. This is about putting clear rules around how crypto markets operate which is a real step toward broader institutional participation. $BTC $ETH $SOL"
X Link 2026-02-10T16:22Z 347.6K followers, 34.7K engagements
"$AMZN disclosed a 5% stake in eVTOL logistics company $BETA. Beta designs and builds electric aircraft propulsion systems and charging infrastructure"
X Link 2026-02-10T22:35Z 347.6K followers, 33.2K engagements
"$MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York. Memory is only one layer so heres what AI onshoring looks like across the full stack: AI Chip Design $NVDA defines the default architecture for AI training & a growing share of inference $AMD provides the critical second GPU stack that prevents the AI economy from relying on one supplier $GOOGL designs TPUs to internalize AI workloads and defend margins $AMZN builds Trainium & Inferentia to control inference costs inside AWS $INTC designs CPUs &accelerators"
X Link 2026-01-11T15:36Z 347.6K followers, 260.9K engagements
"Heres the updated software comp sheet after the SaaSpocalypse 2026: Rule of [--] scores Unicorn (60%+) $PLTR Elite (50-59%) $NOW $CRWD $PANW $ADBE $SNOW $ZS Great (40-49%) $TEAM $DDOG $MNDY $CRM $SHOP $NET $GTLB Good (30-39%) $RBRK $FIG $HUBS $MDB $IOT $PATH https://twitter.com/i/web/status/2020137465626128553 https://twitter.com/i/web/status/2020137465626128553"
X Link 2026-02-07T14:07Z 347.6K followers, 178.7K engagements
"@JRupena Kind of wild that $HOOD and $SOFI may need to start thinking about competitors as creators who own attention 👀"
X Link 2026-02-09T17:49Z 347.6K followers, 19.8K engagements
"Make this make sense to me: $AMZN growing revenue 14% with 10% margins trading at 27x earnings $COST growing revenue 8% with 3% margins trading at 47x earnings $WMT growing revenue 6% with 3% margins trading at 44x earnings Buying $AMZN at $208 ($2.2T market cap) implies youre getting: $269B e-commerce growing 10% (arguably worth $300B) $129B AWS growing 24% (easily a $1.8T business) $69B ads growing 23% (a $500B business)) On a sum-of-the-parts basis that points to Amazon being https://t.co/SjH71ZHIIF Buying $AMZN at $208 ($2.2T market cap) implies youre getting: $269B e-commerce growing 10%"
X Link 2026-02-10T17:44Z 347.6K followers, 178.9K engagements
"$GOOGL $MSFT $META & $AMZN are spending more on AI infrastructure in [----] than the entire US spent on the interstate highway system. A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more. https://t.co/LTyaswlvZ2 A fast and furious [--] minute run down of compute memory energy inference and more with Charles. Talked $MU $INTC $CIFR $IREN $ARM $NVDA $META $GOOGL and more. https://t.co/LTyaswlvZ2"
X Link 2026-02-10T20:21Z 347.6K followers, 47.6K engagements
"$NET CRUSHED THEIR EARNINGS Revenue $615M vs Est. $591M EPS $0.28 vs Est. $0.27 Non-GAAP Op Income $90M vs Est. $84M RPO up +48% FY26 Guidance Revenue $2.80 vs Est. $2.74B EPS $1.12 vs Est. $1.18 https://twitter.com/i/web/status/2021333268566769966 https://twitter.com/i/web/status/2021333268566769966"
X Link 2026-02-10T21:19Z 347.6K followers, 59.6K engagements
"JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears"
X Link 2026-02-11T13:36Z 347.6K followers, 106.8K engagements
"$MU started HBM4 customer shipments a quarter early and is already in high-volume production for AI and HPC workloads. The bear case was Micron cant keep up but shipping a quarter early says otherwise. $MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected execution in advanced memory. https://t.co/9FXD5H4FIK $MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected"
X Link 2026-02-11T14:52Z 347.6K followers, 125.8K engagements
"IS SOFTWARE DEAD IWTB STREAM $NOW $TSM $NBIS $DOCN $IREN $NET $PLTR $RKLB $ASTS $HOOD $AMZN $MELI $AMD $NVDA $SOFI $GOOGL $AMZN $META $SNOW $MDB $AEHR $SHOP $NKTR $DUOL $MNDY $JMIA https://x.com/i/broadcasts/1OyKAjLgYjoGb https://x.com/i/broadcasts/1OyKAjLgYjoGb"
X Link 2026-02-11T18:34Z 347.6K followers, 22.4K engagements
"My Top [--] Small-Cap Opportunities for [----] 🧐 [--]. $JMIA: As the leading pan-African e-commerce platform Jumia is driving growth and catering to a rapidly expanding base of shoppers across the continent. [--]. $AEHR: They ensure semiconductor reliability by providing essential testing tools for electric vehicles and data centers. [--]. $NVTS: Specializing in gallium nitride (GaN) power ICs -- Navitas leads in energy-efficient semiconductor solutions critical for the next wave of electronic devices. [--]. $INDI: They're driving the transition to smarter vehicles by delivering key chips for advanced"
X Link 2024-11-23T15:03Z 347K followers, 148.3K engagements
"The Complete Roadmap Behind the Energy Ecosystem Fueling the AI Revolution 🧐 The rise of AI has caught a lot of attention but whats brewing underneath the AI thematic is what should be catching many investors' eyes -- the unrelenting stress test on the global energy infrastructure. Behind AIs boundless potential lies an underappreciated but critical challenge: the need for clean scalable and reliable energy sources to power its growth. Thats where solar power advanced battery systems and next-generation nuclear energy come in. Together these advancements are orchestrating a new energy"
X Link 2024-12-22T14:32Z 345.2K followers, 89.4K engagements
"Heres an inside look at my small-cap portfolio & the reasons behind each of my holdings as we head into [----] 🧐 $ASTS -- The American Tower of Space building a global satellite-to-cellphone network to address the $1T+ connectivity market. $RKLB -- The FedEx of Space providing end-to-end satellite launch manufacturing & space data solutions for the $400B space economy. $IONQ -- Positioning itself as a leader in quantum computing by offering scalable trapped-ion quantum systems for high-value use cases such as drug discovery logistics optimization & financial modeling -- addressing a projected"
X Link 2025-01-01T15:29Z 346.7K followers, 157.8K engagements
"Heading into Earning Season: Stocks I'm Buying & Avoiding 🧐 [--] Stocks to Buy $AMD -- Positioned to capitalize on surging AI demand with its MI300 series GPUs & expanding share in data centers and edge computing. With so much FUD already priced into the stock the upcoming earnings print could reset expectations $AMZN -- E-commerce margins are expanding through logistics robotics while AWS remains the unrivaled leader in compute for surging AI demand. $SNOW -- The king of consumption-based models Snowflakes BI tools are becoming indispensable for powering AI workloads an industry still in its"
X Link 2025-01-26T13:55Z 346.6K followers, 194.2K engagements
"U.S. & CHINA AGREE TO CUT TARIFFS FOR [--] DAYS -- U.S. DROPS TO 30% (FROM 145%) CHINA TO 10% (FROM 125%) -- JOINT STATEMENT ISSUED FROM GENEV"
X Link 2025-05-12T07:35Z 346.6K followers, 135.6K engagements
"$GOOGL WAYMO CO-CEO TAKES AIM AT $TSLA: WERE NOT CUTTING SAFETY TO CHASE PURITY -- RADAR & LIDAR SEE WHAT HUMANS CANT 👀"
X Link 2025-05-22T22:29Z 346.6K followers, 183.8K engagements
"$MBLY TOPS ESTIMATES -- STRIKES NEW DEAL WITH $TSM Q2 Prelim Sales: $504M vs. Est. $466M New Partnership: Supply deal with TSMC to produce imaging radar & next-gen EyeQ chips Share Offering: $INTC selling up to 52M shares -- Mobileye buying back $100M https://twitter.com/i/web/status/1942680996857667668 https://twitter.com/i/web/status/1942680996857667668"
X Link 2025-07-08T20:23Z 346.7K followers, 38K engagements
"DEFENSE SECRETARY PETE HEGSETH JUST FAST-TRACKED A FULL-SCALE DRONE RAMP ACROSS THE U.S. MILITARY $ACHR is perfectly positioned as the platform for urban air mobility. https://x.com/SecDef/status/1943401411431026977/video/1 https://x.com/SecDef/status/1943401411431026977/video/1"
X Link 2025-07-10T20:20Z 346K followers, 509.3K engagements
"$OPEN IS UP 650% THIS MONTH -- WHATS GOING ON"
X Link 2025-07-21T15:46Z 346.8K followers, 266.6K engagements
"$NVO TRADING AT ALL-TIME LOW VALUATION OF 13X EARNINGS"
X Link 2025-07-30T13:09Z 347K followers, 89.8K engagements
"🟡 DAILY RIP LIVE - HOSTED BY SHAY BOLOOR & KATIE PERRY PRESENTED BY SURF AIR MOBILITY $SRFM https://x.com/i/broadcasts/1rmGPvajowMxN https://x.com/i/broadcasts/1rmGPvajowMxN"
X Link 2025-08-18T12:59Z 346.2K followers, 17.8K engagements
"US TO BUILD STRATEGIC URANIUM STOCKPILE Energy Sec. Wright confirmed Washington is putting real money behind nuclear security: Domestic supply -- $UUUU $UEC are direct beneficiaries of federal stockpile buys Global contracts -- $CCJ locks in pricing power as markets reset Downstream demand -- $OKLO $SMR ride next-gen reactor cycles needing secure fuel"
X Link 2025-09-15T19:03Z 345.2K followers, 353.7K engagements
"TOP [--] ACTIVE WATCHLIST FOR BOTH PORTFOLIOS Growth [--]. $GOOGL Alphabet [--]. $OKLO Oklo [--]. $IREN IREN [--]. $NBIS Nebius [--]. $ISRG Intuitive Surgical Small-Cap [--]. $ONDS Ondas [--]. $RR Richtech Robotics [--]. $OSCR Oscar [--]. $CIFR Cipher Mining [--]. $PRCT PROCEPT BioRobotics https://twitter.com/i/web/status/1971934240360353820 https://twitter.com/i/web/status/1971934240360353820"
X Link 2025-09-27T13:45Z 346.8K followers, 167.1K engagements
"$TSLA TO UNVEIL 3RD-GEN HUMANOID ROBOT IN [----] Elon Musk is betting the Optimus line can scale to [--] million units a year by [----] positioning Tesla as the leader of the coming physical AI economy"
X Link 2025-09-30T10:24Z 346.8K followers, 79.4K 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 347.1K followers, 36.3K engagements
"5 WAYS AI IS REBUILDING HEALTHCARE [--]. $TEM uses AI on genomic & clinical data to help doctors pick the right therapy for each patient while $BEAM $NTLA $PRME $CRSP & $TWST build the gene-editing/cell-therapy tools that make personalized medicine possible. [--]. AI is moving routine care online so patients get faster access & stay out of hospitals. $HIMS focuses on primary/mental-health visits $OSCR guides members through benefits and care choices & $TDOC connects patients with doctors/specialists virtually. [--]. $ABCL $RXRX & $SDGR power genAI drug discovery running in-silico experiments thousands"
X Link 2025-10-05T12:51Z 346.3K followers, 213.4K engagements
"1. $NBIS Nebius Cloud Utility for the AI Age Nebius is the closest example of a true integrated AI utility. It sells capacity before construction begins which means revenue is locked in long before the concrete is poured. The $17B $MSFT deal confirmed this model works since those multi-year contracts secure cash flow and reduce financing risk since the utilization is guaranteed. Nebius data centers are built 20% more power-efficient than typical cloud sites which means every GPU-hour they sell costs less to produce. In an industry where power costs can exceed 40% of total operating expense"
X Link 2025-11-02T13:35Z 346.3K followers, 320K engagements
"2. $IREN IREN Limited Energy-to-Compute Engine of the AI Era IREN is structurally the most vertically integrated company in the entire AI infrastructure segment since controls the full value chain from power generation to compute delivery. Its renewable energy costs average [---] cents per kWh (among the lowest in North America) and it owns the physical land substations & cooling systems needed to bring additional capacity online quickly. What differentiates IREN is its ability to convert that cheap power into rentable GPU capacity faster than most peers. The company already operates its own AI"
X Link 2025-11-02T13:35Z 346.3K followers, 87.4K engagements
"$TSLA CEO Elon Musk dancing with robots after securing a $1T package. Only Elon celebrates a trillion-dollar deal with a product demo 😅"
X Link 2025-11-06T22:02Z 347.1K followers, 42.8K 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 345.1K followers, 417.4K engagements
"UPDATED DCA PLAN [--]. $META Meta [--]. $MELI MercadoLibre [--]. $AXON Axon [--]. $NBIS Nebius [--]. $RKLB Rocket Lab [--]. $SOFI SoFi [--]. $IREN IREN Limited [--]. $BMNR BitMine [--]. $CIFR Cipher [--]. $ONDS Ondas https://twitter.com/i/web/status/1989703922492346516 https://twitter.com/i/web/status/1989703922492346516"
X Link 2025-11-15T14:35Z 346.3K followers, 134K engagements
"$AMZN just rolled out Ads Agent an AI system that handles targeting budget allocation & even SQL-level analytics for you. It lowers the barrier for smaller advertisers and makes Amazons ad engine even stickier as spend consolidates onto the platform"
X Link 2025-11-17T11:23Z 346.7K followers, 52.3K 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 345.8K followers, 42.1K 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 346.6K followers, 128.3K engagements
"DATA CENTERS WILL HIT 10% OF U.S. POWER DEMAND BY [----] [--] 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 https://twitter.com/i/web/status/1994775991185805761 https://twitter.com/i/web/status/1994775991185805761"
X Link 2025-11-29T14:30Z 346.1K followers, 256.2K engagements
"PRESIDENT TRUMP WEIGHING A ROBOTICS EXECUTIVE ORDER FOR [----] Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year. How robotics is quietly getting built out across the economy: [--]. $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. [--]. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD 3."
X Link 2025-12-03T13:14Z 346K followers, 491.3K 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 347.1K followers, 49.2K engagements
"MY TOP [--] GROWTH POSITIONS HEADING INTO [----] [--]. $RKLB building future of space logistics [--]. $CLPT navigation platform for neurosurgeons [--]. $JMIA scaling logistics across Africa [--]. $EOSE powering the grid with long-duration zinc storage [--]. $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 346.6K followers, 227.6K 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 347.1K followers, 358.4K engagements
"SPACEX CONSIDERING [----] IPO AT $1.5T VALUATION"
X Link 2025-12-09T20:40Z 346.2K followers, 267.3K engagements
"10 WAYS TO BUILD AN AI POWER PORTFOLIO $NVDA CEO Jensen Huang recently said the biggest bottleneck in AI is energy & power. Here are the best ways to build a portfolio to capitalize on that shift: [--]. $OKLO is effectively building the local nuclear plant that the AI economy will require by enabling reactors to be placed directly next to data-center campuses for 24/7 onsite generation. [--]. $CEG is the nuclear backbone of the AI era by supplying the 24/7 carbon-free baseload power hyperscalers cant scale without. [--]. $VST is the hybrid power engine of AI by combining nuclear gas & storage to"
X Link 2025-12-14T14:28Z 346.8K followers, 377.1K engagements
"Morgan Stanley expects Tesla $TSLA to have roughly 1K fully self-driving robotaxis on the road next year. Here are the three robotaxi tailwinds theyre watching: [--]. The inflection point is when Tesla removes safety monitors entirely and opens rides to the public. Every software update is pushing them closer and once one city allows it the regulatory dominoes start to fall. [--]. To expand state-by-state in [----] Tesla needs logged miles without safety drivers where crash rates and interventions keep trending down. If safety improves as the system takes over more driving then regulatory resistance"
X Link 2025-12-16T13:56Z 345.6K followers, 102K engagements
"$ORCL & OpenAI received Michigan approval to power a [---] GW Stargate data center with DTE Energy fast-tracking electricity for a facility the size of a nuclear reactor. The project pushes their U.S. partnership beyond [--] GW of planned capacity & $450B+ in investment with Oracle fully covering power costs. https://twitter.com/i/web/status/2001735832835948693 https://twitter.com/i/web/status/2001735832835948693"
X Link 2025-12-18T19:26Z 346.7K followers, 89K engagements
"THE TOP GROWTH PERFORMERS OF [----] [--]. $PL +375% [--]. $IREN +307% [--]. $OPEN +298% [--]. $OKLO +292% [--]. $ONDS +260% [--]. $ASTS +259% [--]. $CIFR +249% [--]. $MP +246% [--]. $JMIA +238% [--]. $HOOD +226% [--]. $NBIS +223% [--]. $QBTS +219% [--]. $MU +216% [--]. $RKLB +177% [--]. $EOSE +169%"
X Link 2025-12-20T15:05Z 345.5K followers, 157.1K engagements
"$GOOGL CEO has been consistently discussing data centers in space. Given it already owns 3% of $ASTS that stake looks like early positioning for deeper commercial partnerships"
X Link 2025-12-20T15:41Z 346.2K followers, 167K engagements
"$NVDA is partnering with SK Hynix & Phison on a new AI SSD (Storage Next) built to sit between DRAM/HBM & traditional storage. The goal is to keep GPUs fed as inference becomes a memory bottleneck with a prototype targeted for 2026"
X Link 2025-12-23T12:09Z 346.7K followers, 42.6K engagements
"Polymarket is pricing an 11% chance of Ethereum $ETH hitting $10K in [----] FUTURUM EQUITIES PODCAST EPISODE #25 One of our favorite episodes to date since Daniel & I break down our [----] market predictions: Crypto Outlook $BTC $ETH $SOL $HOOD $COIN $SOFI Why space becomes a real asset class $RKLB $ASTS $RDW $PL Enterprise AI https://t.co/5SFZv2WcgA FUTURUM EQUITIES PODCAST EPISODE #25 One of our favorite episodes to date since Daniel & I break down our [----] market predictions: Crypto Outlook $BTC $ETH $SOL $HOOD $COIN $SOFI Why space becomes a real asset class $RKLB $ASTS $RDW $PL Enterprise AI"
X Link 2025-12-31T19:13Z 345.1K followers, 98.4K engagements
"2. $TSLA Tesla Leading the Shift to Real-World Humanoid AI Tesla sits at the opposite end of the robotics spectrum because its advantage comes not from warehousing but from the largest real-world sensory dataset ever collected with 5M connected vehicles produce billions of miles of vision-based training data that no robotics company could synthesize even with unlimited capital. Optimus rests on that base because robotics intelligence is ultimately a perception problem before it becomes a manipulation problem. The arrival of FSD v14 and the migration to Teslas AI5 chip compress the time it"
X Link 2026-01-01T14:47Z 345.6K followers, 23.2K engagements
"3. $ISRG Intuitive Surgical Transforming Surgery With Robotics Intuitive Surgical anchors the healthcare side of the robotics cycle because it sits on nearly three decades of clinical credibility that cannot be disrupted by capital alone. The da Vinci ecosystem owns the procedural data the surgeon training pathways the recurring instrumentation revenue and the regulatory moat that keeps new entrants years behind. What makes Intuitive compelling in the AI era is that the intelligence layer finally catches up to the hardware with AI-enhanced imaging augmented reality overlays real-time"
X Link 2026-01-01T14:47Z 345.6K followers, 11.2K engagements
"Goldman Sachs expects global humanoid robot market to reach $38B within next decade. $NVDA supplying the intelligence layer $AMZN automating the logistics layer $TSLA building physical embodiment layer $PLTR coordinating the control layer"
X Link 2026-01-05T12:52Z 347.1K followers, 438.7K engagements
"WHY THE $ASTS DOWNGRADE IS WRONG [--]. Distribution is already solved AST doesnt need to acquire users since they come through carriers like $T $VZ Vodafone Rakuten and others. Thats billions of subscribers already embedded in the system so focusing on retail signups is the wrong metric when the carriers already own the customer relationship. [--]. Coverage Is the Product AST makes money by filling coverage gaps that networks cant reach like roaming uplift emergency access etc. There is no hardware to subsidize no dishes to ship and no consumer marketing funnel to fund so applying a consumer"
X Link 2026-01-07T14:05Z 346.6K followers, 177.1K engagements
"$NVDA TO BE THE MOST PROFITABLE TECH COMPANY BY [----] Profit estimates: Nvidia $213B $GOOGL $178B $MSFT $174B $AAPL $157B $AMZN $124B"
X Link 2026-01-08T11:53Z 347.2K followers, 89.5K engagements
"What $10000 became in two years: $QBTS $353970 $RGTI $220090 $ASTS $206280 $RKLB $159590 $EOSE $157050 $PLTR $108750 $PL $105040 $OKLO $101960 $CVNA $98060 $HOOD $95350 $ONDS $87770 $NVDA $34900 $AVGO $32560 $TSM $32320 https://twitter.com/i/web/status/2009674349935268290 https://twitter.com/i/web/status/2009674349935268290"
X Link 2026-01-09T17:11Z 345.3K followers, 388.8K engagements
"KEY LEVELS TO WATCH FOR THE FINTWIT FAVORITES Bullish $TSLA $IREN $OPEN $NBIS $ONDS $ACHR $OSCR $OKLO $RKLB $ASTS $SOFI $EOSE Hold $NVDA $AMD $PLTR $IONQ $HOOD Bearish $HIMS $TEM"
X Link 2026-01-10T16:01Z 345K followers, 153.8K engagements
"$TSM PROJECTED [----] REVENUE MIX $NVDA 20% now the single largest named customer as AI training & inference soak up marginal wafer supply $AAPL 16% still massive volume but no longer the automatic top seat when capacity tightens $AVGO 11% driven by custom silicon & networking tied directly to AI data center buildouts $AMD 8% supported by secondary AI accelerator demand & CPU share TSMCs marginal capacity is increasingly being pulled toward AI-heavy customers & that pressure only accelerates as it remains the factory producing over 90% of the worlds most advanced wafers."
X Link 2026-01-11T16:08Z 346K followers, 39.9K engagements
"This is a massive $GOOGL announcement when you really think about it because Gemini is starting to look like the checkout infrastructure of the AI economy. Google is stitching together a universal commerce layer across $SHOP $ETSY $PYPL $TGT & $WMT where AI agents actually complete transactions. Retail token usage on GCP is already 100T per month & thats before agentic AI even takes off. $WMT is partnering with $GOOGL to let shoppers purchase products directly through Gemini. Its another signal that AI assistants are moving from answering questions to actually completing transactions inside"
X Link 2026-01-11T17:21Z 345.3K followers, 337.6K engagements
"Credit card issuers are selling off on fears of a proposed 10% interest rate cap: $COF 11% $SYF 10% $AXP 5% $C 4% $JPM 3% $BAC 3% The real issue isnt access to credit but how poorly most consumers understand compounding interest. MY THOUGHTS ON TRUMPS 10% CREDIT CARD INTEREST RATE CAP Trumps proposal to impose a one-year cap on credit card interest rates at 10% initially reads as a clear consumer friendly move since you can clearly see in the macro data that households are feeling pressure from the https://t.co/d7N0SQmyAu MY THOUGHTS ON TRUMPS 10% CREDIT CARD INTEREST RATE CAP Trumps proposal"
X Link 2026-01-12T11:10Z 345.6K followers, 42K engagements
"My $TSLA thesis is that Tesla is an AI deployment company with vehicles energy storage & robotics acting as the physical endpoints for its intelligence. Thats why scaling unit volume from 1.6M to 3.0M over the next four years matters"
X Link 2026-01-13T17:07Z 345.2K followers, 83.5K engagements
"$BMNR plans a $200M equity investment in Beast Industries with potential DeFi integration tied to Beasts upcoming financial platform. Bitmine also plans to launch its MAVAN validator network in Q1 2026"
X Link 2026-01-15T12:33Z 346.9K followers, 295.4K engagements
"Truly wild that only two years ago I was buying $ASTS at $3 🤯"
X Link 2026-01-16T00:15Z 346.2K followers, 28.1K engagements
"15 SOFTWARE COMPANIES TO WATCH [--]. $ADBE embedding AI directly into the creative & digital content workflow [--]. $HUBS integrating marketing sales & service into a unified growth platform [--]. $PLTR positioning itself as the operating system for AI-driven decision making [--]. $DDOG becoming the observability layer for increasingly autonomous systems [--]. $MDB powering developer-native databases for modern AI-driven applications [--]. $MNDY positioning work management as a system of record for modern teams [--]. $CRWD owning endpoint security as attack surfaces explode in an agentic world [--]. $RBRK redefining"
X Link 2026-01-17T14:29Z 345.9K followers, 183.2K engagements
"@BlakePaterson14 I actually predict Anthropic will acquire $GTLB sometime in the next 12-18 months"
X Link 2026-01-17T18:28Z 345.3K followers, 13.3K engagements
"Cathie Wood is basically saying the market is valuing $TSLA as a future autonomy platform where robotaxis turn one-time vehicle sales into recurring software-like revenue with 70% margins. She also argues a trillion-dollar SpaceX IPO makes sense if you view the space as the next infrastructure buildout with orbital compute & space-based data centers forming a new internet layer https://twitter.com/i/web/status/2012904508175921401 https://twitter.com/i/web/status/2012904508175921401"
X Link 2026-01-18T15:06Z 345.6K followers, 460.8K engagements
"Microsoft has more cash on hand than any tech company in the world. This gives it the most flexibility to fund multi-year AI capex & lock in power & infrastructure. $MSFT +$102B $GOOGL +$98B $AMZN +$94B $NVDA +$61B $AAPL +$55B $META +$44B $TSLA + $42B"
X Link 2026-01-19T12:41Z 345.6K followers, 87.1K engagements
"Ray Dalio warned at Davos that rising trade tensions widening deficits & policy uncertainty could erode confidence in U.S. assets triggering what he called capital wars. He noted growing flows into gold as a hedge against a breaking monetary order arguing investors remain underallocated to hard assets even as debt & geopolitical risks rise. https://twitter.com/i/web/status/2013640951437377740 https://twitter.com/i/web/status/2013640951437377740"
X Link 2026-01-20T15:53Z 346.6K followers, 106.3K engagements
"$PLTR CEO Alex Karp tells Reuters the company signed a multi-year deal with HD Hyundai worth hundreds of millions of dollars deepening its push into Korea"
X Link 2026-01-20T19:44Z 346.6K followers, 107.5K engagements
"$NVDA CEO Jensen Huang says GPUs are effectively sold out across the cloud with availability so tight that even renting older-generation chips has become difficult. Spot prices for GPU rentals are rising as a result which favors $NBIS $IREN & $CIFR as demand pushes through limited capacity. https://twitter.com/i/web/status/2013936989863915559 https://twitter.com/i/web/status/2013936989863915559"
X Link 2026-01-21T11:29Z 345.3K followers, 213.8K engagements
"$HOLY META [--] REASONS $META BUYING MANUS MATTERS [--]. Meta just fixed the one missing layer in its AI stack Meta already has the hard stuff like frontier compute proprietary data & distribution to more than 4B users but what it did not have was a working agent that real people & SMBs are https://t.co/sqayNUvn5i [--] REASONS $META BUYING MANUS MATTERS [--]. Meta just fixed the one missing layer in its AI stack Meta already has the hard stuff like frontier compute proprietary data & distribution to more than 4B users but what it did not have was a working agent that real people & SMBs are"
X Link 2026-01-22T16:58Z 345K followers, 75.2K engagements
"Great to be featured in U.S. News today discussing the best quantum stocks to buy in [----]. $AMZN $MSFT $NVDA $IBM $IONQ $QBTS $RGTI"
X Link 2026-01-22T17:27Z 345K followers, 72.7K engagements
"$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to $85T of investment over the next [--] years spanning energy chips data centers & AI factories. The AI buildout still in its early innings"
X Link 2026-01-22T20:32Z 346.4K followers, 156.6K engagements
"Manufacturing has become the most valuable layer of the global economy again. $TSM sitting at $1.7T shows that control of advanced nodes now means control over AI defense autos consumer electronics & national security. $TSLA at $1.5T reinforces the same idea that a vertically integrated manufacturing paired with software energy & autonomy commands premium value. Were in a build economy and this chart makes clear who the market believes the real builders are. Manufacturing at market scale. $TSMC ($1.7T) and $TSLA ($1.5T) lead global manufacturing by market cap highlighting how semiconductors"
X Link 2026-01-23T14:04Z 346.3K followers, 96K engagements
"First look at Mag [--] earnings estimates as reporting kicks off next week. $TSLA $MSFT $META $AAPL $GOOGL $AMZN $NVDA"
X Link 2026-01-23T14:50Z 345.2K followers, 252.2K engagements
"I think Anthropic just showed whats possible when you let a coding agent think freely since Opus [---] feels less like an assistant and more like a general problem-solver where code is the core interface. I dont buy the take that Copilot is doomed since $MSFT north star is owning the corporate assistant deployed safely at scale inside real systems while Opus [---] is closer to a raw brain. Theyre solving different layers of agentic AI and its not zero-sum. https://twitter.com/i/web/status/2015221981093011664 https://twitter.com/i/web/status/2015221981093011664"
X Link 2026-01-25T00:35Z 344.9K followers, 229.7K engagements
"The U.S. plans to invest $1.6B into $USAR taking 10% stake through a U.S. Department of Commerce facility tied to the CHIPS Act. The goal is to reduce U.S. dependence on China-controlled rare earth supply chains by accelerating domestic capacity. CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke points: Rare Earth Elements $MP controls the only scaled rare earth https://t.co/PLthHE9i2T CRITICAL MINERALS CHEAT SHEET The next phase of industrial"
X Link 2026-01-25T01:11Z 345.9K followers, 220.8K engagements
"Stocks always retest the 200-day MA. After big runs in $MU $GOOGL $PLTR $OKLO $ASTS $RKLB $ONDS $IREN & $NBIS a reset to support is normal. FOMO is emotional but patience is how Buffett got rich"
X Link 2026-01-25T13:26Z 346K followers, 437.9K engagements
"10 STOCKS THAT SCALE WITH CLAUDE COWORK SUCCESS [--]. $MU memory for long-context agents [--]. $NVDA sets the price of inference itself [--]. $PLTR governs what agents are allowed to do [--]. $ALAB unlocks higher GPU utilization per rack [--]. $NBIS rents the GPUs everyone suddenly needs [--]. $ANET networking for multi-agent coordination [--]. $VRT power & cooling density for nonstop inference [--]. $IREN supplies the power that keeps them running profitably [--]. $NET decides what agents are allowed to access execute & participate in [--]. $VST monetizes tight power markets created by always-on inference demand I think"
X Link 2026-01-25T15:19Z 344.9K followers, 133.3K engagements
"YouTube is one of $GOOGL most underrated asset in the new digital economy. It makes roughly the same revenue as $NFLX but Netflix spent $18B on content last year alone while YouTube spent nothing and still grew 13% by letting creators fund the platform. Estimated [----] revenue: Netflix $45.2 billion YouTube $45.6 billion Which company would you rather own https://t.co/cnI4uEcYPI Estimated [----] revenue: Netflix $45.2 billion YouTube $45.6 billion Which company would you rather own https://t.co/cnI4uEcYPI"
X Link 2026-01-25T17:10Z 346K followers, 216.1K engagements
"CRITICAL MINERALS RUNNING OVERNIGHT $CRML +12% $USAR +9% $TMQ +7% $UAMY +7% $UUUU +5% $LAC +5% $MP +2% CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke points: Rare Earth Elements $MP controls the only scaled rare earth https://t.co/PLthHE9i2T CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke"
X Link 2026-01-26T01:10Z 347.1K followers, 149.4K engagements
"$IONQ is buying chip maker $SKYT for $1.8B or $35 per share. The deal secures U.S.-based fabrication giving IonQ more control over how fast it scales & how reliably it can deliver systems. I love this because a domestic foundry matters A TON for federal & defense contracts"
X Link 2026-01-26T11:43Z 346.1K followers, 159.8K engagements
"THE AI STORAGE STACK $ORCL uses flash storage to speed up cloud databases $DELL sells all-flash storage systems to large enterprises $AMZN deploys SSDs at scale across AWS infrastructure $META uses dense flash storage to train and run AI models $MU supplies the memory & NAND chips that store AI data $HPE deploys enterprise-grade all-flash arrays for data centers $IBM integrates flash storage into hybrid cloud & enterprise IT $WD turns NAND chips into branded drives used in data centers $MSFT buys massive amounts of SSDs to run cloud & AI services $PSTG sells high-performance all-flash storage"
X Link 2026-01-26T12:58Z 345.4K followers, 72.3K engagements
"$CRWV UP 10% ON THIS HEADLINE $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by [----] with early deployments planned around Nvidias Rubin platform Vera CPUs & BlueField systems. https://t.co/UmkS6eEreE $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by [----] with early deployments planned around Nvidias Rubin platform Vera CPUs & BlueField systems."
X Link 2026-01-26T13:22Z 345.2K followers, 46.2K engagements
"@FuturumEquities $NVDA has every incentive in the world to support the stock of their largest GPU-first customer in $CRWV"
X Link 2026-01-26T13:26Z 344.9K followers, [----] engagements
"AI Utilities are catching multiple tailwinds at once. $NVDA is investing $2B into $CRWV and partnering to build 5+ GW of AI factories by [----] just as H100 rental prices start rising again after the release of Claude Opus [---]. Agentic demand is tightening GPU supply faster than new infrastructure can be built which is bullish for $NBIS $IREN & $CIFR. https://twitter.com/i/web/status/2015787993655820725 https://twitter.com/i/web/status/2015787993655820725"
X Link 2026-01-26T14:04Z 345K followers, 42K engagements
"People finally starting to realize that $NET may be the biggest winner of the Claude CoWork + Clawdbot ChatGPT moment"
X Link 2026-01-26T14:35Z 345.5K followers, 211.2K engagements
"Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to access data APIs & users in real time $DOCN monetizes the long-tail of agent workloads that need persistent compute but dont want $AMZN AWS $MSFT Azure or $GOOGL Cloud pricing/complexity https://twitter.com/i/web/status/2015799181172969690 https://twitter.com/i/web/status/2015799181172969690"
X Link 2026-01-26T14:49Z 346.6K followers, 105.1K engagements
"Nancy Pelosi disclosed the following call option purchases: [--] $GOOGL calls $150 strike Jan [----] [--] $AMZN calls $150 strike Jan [----] [--] $NVDA calls $100 strike Jan [----] Nancy Pelosi disclosed new long-dated call options expiring 1/15/27: $GOOGL $150 $AMZN $150 and $NVDA $100 https://t.co/GE3EFx0mbb Nancy Pelosi disclosed new long-dated call options expiring 1/15/27: $GOOGL $150 $AMZN $150 and $NVDA $100 https://t.co/GE3EFx0mbb"
X Link 2026-01-26T15:25Z 347.1K followers, 840.4K engagements
"$MSFT unveiled its Maia [---] AI inference chip built on $TSM 3nm process with deployments starting this week in its U.S. Central data center region. This marks another step toward Microsoft owning more of the AI inference stack end-to-end"
X Link 2026-01-26T16:03Z 345K followers, 85.1K engagements
"$MSFT says its new Maia [---] AI accelerator is now live in Azure with purpose-built for inference workloads. The chip delivers 30% better performance per dollar than current systems. $MSFT unveiled its Maia [---] AI inference chip built on $TSM 3nm process with deployments starting this week in its U.S. Central data center region. This marks another step toward Microsoft owning more of the AI inference stack end-to-end. https://t.co/sHYfURRRg1 $MSFT unveiled its Maia [---] AI inference chip built on $TSM 3nm process with deployments starting this week in its U.S. Central data center region. This"
X Link 2026-01-26T16:59Z 345K followers, 40.9K engagements
"$DOCN JUST CROSSED $60 Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to"
X Link 2026-01-26T17:21Z 346.7K followers, 51.6K engagements
"OpenAI is targeting $60 CPMs inside ChatGPT which is far above $META typical sub-$20 CPMs. Meta can run lower CPMs because it monetizes attention at massive scale. OpenAI is reportedly targeting $60 CPM pricing for ads inside ChatGPT. That puts ChatGPT ads on par with live NFL broadcasts and far above $META typical sub-$20 CPM signaling real pricing power around high-intent AI usage. https://t.co/0lk6kzgKHF OpenAI is reportedly targeting $60 CPM pricing for ads inside ChatGPT. That puts ChatGPT ads on par with live NFL broadcasts and far above $META typical sub-$20 CPM signaling real pricing"
X Link 2026-01-26T18:12Z 344.9K followers, 48.6K engagements
"$AMZN ad business is an underappreciated stabilizer heading into earnings because Amazon monetizes users at the exact moment theyre already buying. Its already a $65B business growing 24% with far less cyclicality than traditional digital ads"
X Link 2026-01-26T19:48Z 344.9K followers, 108.8K engagements
"The Trump administration proposed roughly flat Medicare rates for next year which is well below market expectations. $UNH is down 8% after hours"
X Link 2026-01-26T21:18Z 345K followers, 163.2K engagements
"$RKLB reusable 14-meter Hungry Hippo fairing has arrived at Neutrons Launch Complex [--] in Virginia for checkouts and pre-launch testing. Its the first commercial captive fairing designed to deploy the payload and return with the vehicle"
X Link 2026-01-26T21:58Z 345K followers, 46.7K engagements
"Great to be featured on MarketWatch today discussing $TSLA earnings. The core auto business looks increasingly mature & under pricing pressure while valuation is really underwriting autonomy &robotics. If Tesla delivers specific credible updates there then the stock can rally even with messy car numbers. https://twitter.com/i/web/status/2015917251833298970 https://twitter.com/i/web/status/2015917251833298970"
X Link 2026-01-26T22:38Z 345.6K followers, 27.8K engagements
"Everyone knows Azure demand is growing faster than $MSFT can deploy capacity which means near-term revenue understates the backlog. The real tell is whether Azure is gaining or losing share while $AMZN AWS & $GOOGL Cloud are also supply-constrained so whoever deploys capacity fastest will win market share. $MSFT bulls getting bounce confirmation. Let's hope earnings Wednesday isn't a downer. https://t.co/FSkcFailHY $MSFT bulls getting bounce confirmation. Let's hope earnings Wednesday isn't a downer. https://t.co/FSkcFailHY"
X Link 2026-01-26T23:06Z 344.9K followers, 60.3K engagements
"$NET is becoming the gatekeeper of the modern internet. The picks-and-shovels winner of agentic AI is up another 10% pre-market"
X Link 2026-01-27T10:44Z 347K followers, 83.6K engagements
"@LeverageETFs This print will hurt $OSCR sentiment in near-term"
X Link 2026-01-27T11:12Z 345.2K followers, 10.6K engagements
"$RDW up over 10% after being named a vendor on the Missile Defense Agencys $151B SHIELD IDIQ. The win expands Redwires homeland defense footprint though IDIQ awards dont guarantee revenue. [----] WILL BE THE YEAR OF SPACE Orbital Launch (access to space) $SPACEX enables low-cost high-cadence launch that underpins the entire ecosystem $RKLB provides dedicated launch and integrated space services for small and mid-size missions $FLY $SPCE $ULA expand https://t.co/KBYSSo5H4Y [----] WILL BE THE YEAR OF SPACE Orbital Launch (access to space) $SPACEX enables low-cost high-cadence launch that underpins"
X Link 2026-01-27T12:20Z 344.9K followers, 126.4K engagements
"$META has committed to pay $GLW up to $6B through [----] for fiber-optic cable to support its AI data center buildout"
X Link 2026-01-27T12:44Z 345.5K followers, 86.2K engagements
"$RR up 18% after announcing a collaboration with $MSFT to upgrade its ADAM robot with Azure-powered agentic AI adding vision voice & reasoning It shows how cloud AI can upgrade physical robots at scale without new hardware"
X Link 2026-01-27T13:05Z 345.3K followers, 146.9K engagements
"2026 looks like the year agentic AI takes off with value shifting from software seats to infrastructure consumption. $NET Workers & $DOCN compute are positioned for agent workloads as the toll roads for low-latency execution API access & cheap scalable infrastructure. One company is coming for an entire industry. Claude is disrupting how software gets built and used. https://t.co/BYv7daMS3A One company is coming for an entire industry. Claude is disrupting how software gets built and used. https://t.co/BYv7daMS3A"
X Link 2026-01-27T13:26Z 346.7K followers, 44K engagements
"@RetailKingsETF Can Anduril please go public this year 😅"
X Link 2026-01-27T13:45Z 345.3K followers, [----] engagements
"AI is becoming memory-first as models and agents think longer and retain more context Memory is now the bottleneck across data centers edge autonomy and agentic systems which is why $MU sits at the center of this cycle. $MU plans to invest an additional $24B in Singapore over the next decade to expand memory manufacturing. The move reflects how AI-driven demand is turning memory into a long-cycle capacity bottleneck. https://t.co/5IfGP0rdiM $MU plans to invest an additional $24B in Singapore over the next decade to expand memory manufacturing. The move reflects how AI-driven demand is turning"
X Link 2026-01-27T13:48Z 345.2K followers, 50.3K engagements
"@PolymarketMoney $RDDT data is still a massive asset in the LLM arms race"
X Link 2026-01-27T14:21Z 345.3K followers, [----] engagements
"Great to be featured on Barrons today discussing $TSLA earnings. The key issue this quarter is what unsupervised driving means in practice. Austin is the credibility test case for where it works when it works & under what conditions. I do believe FSD monetization is the bridge to the robotaxi future & this is where that bridge gets stress tested. https://twitter.com/i/web/status/2016174761165127973 https://twitter.com/i/web/status/2016174761165127973"
X Link 2026-01-27T15:41Z 344.9K followers, 148.5K engagements
"$IREN is built for the overflow era where hyperscalers cant add GPUs power or data centers fast enough. In that environment contracted capacity becomes the most predictive metric in AI compute which is why a deal announcement next week wouldnt be surprising. $IREN up 10% as the market prices in a potential $AMZN deal. Earnings pulled forward to Feb [--] (same day as Amazon) and investors are positioning IREN as part of AWSs 45GW capacity buildout in [----]. https://t.co/euMI7j1Y2F $IREN up 10% as the market prices in a potential $AMZN deal. Earnings pulled forward to Feb [--] (same day as Amazon) and"
X Link 2026-01-27T16:57Z 345.3K followers, 191K engagements
"A $1.4T SpaceX IPO valuation tells the market that launch LEO connectivity & orbital infrastructure are foundational platforms with durable demand across government + commercial customers. Bullish for $RKLB $ASTS $PL $RDW $FLY $BKSY $SATL $GSAT SPACEX MARKET CAP PROJECTED TO HIT $1400000000000.00 How high can it go https://t.co/AmiD4awdTN SPACEX MARKET CAP PROJECTED TO HIT $1400000000000.00 How high can it go https://t.co/AmiD4awdTN"
X Link 2026-01-27T17:23Z 346.5K followers, 73.8K engagements
"@VanquishTrader A lot of people forget about $TEM when talking about Nancy's book. They're my favorite healthcare AI play because they're building the largest oncology-focused foundation model by embedding its data platform directly into next-gen drug discovery workflows"
X Link 2026-01-27T18:14Z 346.8K followers, 11.3K engagements
"$TTD IS NEAR ITS LOWEST VALUATION EVER"
X Link 2026-01-27T22:13Z 346.2K followers, 50.7K engagements
"@HelenTa10735917 Just shared my thoughts on $TTD in our sub community"
X Link 2026-01-27T22:21Z 345.2K followers, [----] engagements
"$NVDA [----] Feynman platform may introduce limited multi-sourcing with $INTC $TSM would still build the main GPU die while Intel could handle the I/O die and EMIB packaging with its share capped around 25%"
X Link 2026-01-27T23:34Z 346.2K followers, 100.7K engagements
"$AMZN ANNOUNCES [-----] LAYOFFS"
X Link 2026-01-28T11:16Z 345.2K followers, 40.9K engagements
"SK HYNIX Q4 EARNINGS Revenue $24.3B vs Est. $23.2B Net Income $11.3B vs Est. $9.9B HBM revenue more than doubled YoY HBM3E exclusive supplier for $MSFT Maia [---] FY26 Guidance DRAM demand: +20% YoY Continues to consider U.S. stock listing"
X Link 2026-01-28T11:33Z 346K followers, 46.4K engagements
"President Trump says a large U.S. naval force led by the aircraft carrier Abraham Lincoln is moving toward Iran and is prepared to use force if necessary. He warned Iran to negotiate and abandon nuclear weapons saying time is running out. President Trump warned that a large U.S. naval force led by the aircraft carrier Abraham Lincoln is moving toward Iran and is prepared to use force if necessary. He urged Iran to return to negotiations and abandon nuclear weapons saying time is running out and that future https://t.co/t1xI9fsIgt President Trump warned that a large U.S. naval force led by the"
X Link 2026-01-28T12:20Z 345.5K followers, 57.3K engagements
"We just got more proof of how early we are in the AI cycle. $TSM (the AI factory) crushed guidance by 10% while $ASML (the AI kingmaker) nearly doubled expected bookings. A month into the year were still underestimating the scale and staying power of AI capex. $ASML announced additional buybacks and reiterated its [----] outlook of $5065B in revenue with 5260% gross margins. Q4 bookings of $15.5B vs. $8.1B expected underscore how strong demand really is. https://t.co/ZY5qULN5IF $ASML announced additional buybacks and reiterated its [----] outlook of $5065B in revenue with 5260% gross margins. Q4"
X Link 2026-01-28T12:40Z 347K followers, 100.3K engagements
"$MSFT earnings arent about AI demand but all about conversion. Azure capacity relief and steady Copilot monetization are the tells for whether margins can expand while spend stays elevated"
X Link 2026-01-28T15:16Z 345.2K followers, 67.1K engagements
"Great to be featured on TechTarget today discussing the +275% move in $SLV over the past year. Rising demand from AI chips is turning silver into a consumable input rather than something that gets recycled which helps explain why prices have been on such a tear"
X Link 2026-01-28T17:00Z 345.3K followers, 85.9K engagements
"$MSFT Excel now has Agent Mode allowing users to collaborate with Copilot AI directly inside spreadsheets. It brings agentic workflows into one of the most widely used tools in the enterprise"
X Link 2026-01-28T17:34Z 345K followers, 24.9K engagements
"@VanquishTrader $TSM & $ASML earnings proved this rally will continue"
X Link 2026-01-28T18:11Z 345.3K followers, [----] engagements
"$META Q4 EARNINGS Revenue $59.9B vs Est. $58.4B EPS $8.88 vs Est. $8.19 Ads Revenue $58.1B vs Est. $56.8B Daily Active People 3.58B (+7% YoY) Q1 Guidance Revenue $55B vs Est. $51B FY26 Guidance CapEx $125B vs Est. $111B"
X Link 2026-01-28T21:08Z 347.2K followers, 170.5K engagements
"$TSLA TO ACQUIRE $2B OF XAI PREFERRED STOCK"
X Link 2026-01-28T21:10Z 345.8K followers, 191.3K engagements
"$MSFT Q2 EARNINGS Revenue $81.3B vs Est. $80.3B EPS $5.16 vs Est. $3.63 Cloud Revenue $51.5B (+26% YoY) RPO $625B (+110% YoY)"
X Link 2026-01-28T21:15Z 345.2K followers, 82.8K engagements
"$HOOD SAID TO VIE FOR A KEY RETAIL ROLE IN MEGA SPACEX IPO"
X Link 2026-01-28T21:18Z 345.2K followers, 30.8K engagements
"$TSLA Q4 EARNINGS Revenue $24.9B vs Est. $24.8B EPS $0.50 vs Est. $0.45 Gross Margin 20% vs Est. 17% Operating Income $1.4B vs Est. $1.3B"
X Link 2026-01-28T21:22Z 345.7K followers, 22.7K engagements
"$NOW Q4 EARNINGS Sales $3.6B vs Est. $3.5B EPS $0.92 vs Est. $0.89 cRPO $12.9B -- up 25% YoY $5B buyback plan authorized"
X Link 2026-01-28T21:29Z 345.9K followers, 115.7K engagements
"$MSFT commercial cloud backlog is inflecting with RPO up 110% YoY $MSFT Q2 EARNINGS Revenue $81.3B vs Est. $80.3B EPS $5.16 vs Est. $3.63 Cloud Revenue $51.5B (+26% YoY) RPO $625B (+110% YoY) https://t.co/FTb1tZR86U $MSFT Q2 EARNINGS Revenue $81.3B vs Est. $80.3B EPS $5.16 vs Est. $3.63 Cloud Revenue $51.5B (+26% YoY) RPO $625B (+110% YoY) https://t.co/FTb1tZR86U"
X Link 2026-01-28T21:33Z 345.3K followers, 217.9K engagements
"Elon Musk says $TSLA will halt Model S and X production. Those facilities will be converted into Optimus robot factories"
X Link 2026-01-28T22:53Z 345.6K followers, 270.9K engagements
"$TSLA CFO says [----] capex will be in excess of $20B making it a major investment year more than double [----] levels Elon Musk says $TSLA will halt Model S and X production. Those facilities will be converted into Optimus robot factories. https://t.co/xv9iPjzCKU Elon Musk says $TSLA will halt Model S and X production. Those facilities will be converted into Optimus robot factories. https://t.co/xv9iPjzCKU"
X Link 2026-01-28T23:08Z 345.2K followers, 39.9K engagements
"$MSFT Q3 OUTLOOK Revenue $81.3B (+16% YoY) Azure +38% with Cloud gross margin 65% Capex down sequentially Microsoft pulls back after management said Azure growth remains capacity constrained and not all incremental capex will be directed to Azure. $MSFT commercial cloud backlog is inflecting with RPO up 110% YoY https://t.co/Etf6dw9f9h $MSFT commercial cloud backlog is inflecting with RPO up 110% YoY https://t.co/Etf6dw9f9h"
X Link 2026-01-28T23:21Z 345.3K followers, 147.4K engagements
"Elon says Optimus faces no serious competition outside China. The hard parts are hands real-world AI and scaling production and $TSLA believes it has all three Elon Musk says $TSLA will halt Model S and X production. Those facilities will be converted into Optimus robot factories. https://t.co/xv9iPjzCKU Elon Musk says $TSLA will halt Model S and X production. Those facilities will be converted into Optimus robot factories. https://t.co/xv9iPjzCKU"
X Link 2026-01-28T23:34Z 345.3K followers, 69.7K engagements
"$META is becoming one of the clearest application-layer winners in the AI economy with AI already driving real engagement ad performance & revenue acceleration. At 17x earnings the market is still pricing it like a legacy ad biz while the AI flywheel is just getting started"
X Link 2026-01-29T12:56Z 345.5K followers, 141.4K engagements
"This is evidence that $META AI investments are monetizing. In advertising you usually get either more volume or higher prices but rarely both. Meta is seeing both right now (impressions are up and prices are up) which only happens when ads are actually converting better and advertisers are getting real value. AI is enabling Meta to monetize through the unsexy but highly profitable work of making ads perform better. $META is becoming one of the clearest application-layer winners in the AI economy with AI already driving real engagement ad performance & revenue acceleration. At 17x earnings the"
X Link 2026-01-29T13:48Z 345.2K followers, 83.2K engagements
"@VanquishTrader This move tells me that $JOBY production is coming 👀"
X Link 2026-01-29T13:57Z 345.6K followers, 13.7K engagements
"Elons message on yesterdays earnings call was loud and clear: $TSLA is moving from selling cars to operating AI systems in the real world. Tesla is pivoting from consumer EVs toward autonomous fleet services (Cybercab) humanoid robots (Optimus) & custom AI silicon (AI5/AI6). In the AI economy the highest leverage comes from deploying intelligence repeatedly which makes this the right time to pivot. The big open question has always been whether scaling laws apply to robotics and autonomy the way they do to LLMs. Elon is clearly betting yes with more compute (Cortex 2) plus more data (650K"
X Link 2026-01-29T14:14Z 346K followers, 116.8K engagements
"Nobody wants to live on SaaS Ave in [----] $TEAM -13% $NOW -9% $HUBS -9% $WDAY -8% $SNOW -7% $MNDY -6% $DOCU -6% $CRM -6% $ESTC -6% $DDOG -5% $CRWD -5% $RBRK -5%"
X Link 2026-01-29T14:37Z 347K followers, 88.8K engagements
"Every new AI generation requires more HBM per GPU which means more revenue per chip for $MU. Just yesterday $TSLA unveiled Cortex [--] a massive AI compute cluster to train Optimus humanoid robots and power an end-to-end neural network for Cybercab autonomy. The AI economy is becoming memory-first which helps explain why Micron stock is up 5x over the past year. [--] REASONS $MU IS HAVING ITS $NVDA MOMENT [--]. HBM demand growing faster than GPU demand [--]. Memory content per GPU increasing every generation [--]. Edge autonomy and agents all memory-intensive Memory is becoming critical infrastructure in"
X Link 2026-01-29T15:00Z 345.5K followers, 116.9K engagements
"$MSFT HAVING ITS WORST DAY IN [--] YEARS"
X Link 2026-01-29T15:19Z 345.4K followers, 86K engagements
"$NOW IN ITS LARGEST DRAWDOWN EVER $NOW Q4 EARNINGS Sales $3.6B vs Est. $3.5B EPS $0.92 vs Est. $0.89 cRPO $12.9B -- up 25% YoY $5B buyback plan authorized https://t.co/rbQ37AK4iv $NOW Q4 EARNINGS Sales $3.6B vs Est. $3.5B EPS $0.92 vs Est. $0.89 cRPO $12.9B -- up 25% YoY $5B buyback plan authorized https://t.co/rbQ37AK4iv"
X Link 2026-01-29T16:17Z 346K followers, 64.7K engagements
"I know its become the hot take to say AI platforms will disrupt software applications. But from what Ive been hearing the markets for these businesses havent changed nearly as much as the narrative suggests. Right now the market is just being lazy and repricing all of SaaS as one bucket even though there are clear pockets that should be beneficiaries of the AI economy. I added selectively today. https://t.co/GxqKSqy1Dd https://t.co/GxqKSqy1Dd"
X Link 2026-01-29T16:43Z 346.6K followers, 118.9K engagements
"$MSFT denied any commercial relationship with $RR after claims of a close collaboration. Microsoft said the engagement was simply a standard customer program"
X Link 2026-01-29T17:05Z 347K followers, 240K engagements
"@PolymarketMoney Market is completely misreading $MSFT earnings"
X Link 2026-01-29T17:44Z 345.3K followers, 29.8K engagements
"$AAPL is acquiring audio startup QAI in a rare $2B deal. Apple rarely buys at this scale and doing so for an audio company points to physical AI use cases where sound spatial awareness and real-world interaction actually matter"
X Link 2026-01-29T17:55Z 345.2K followers, 33.1K engagements
"Rep. Dale Strong disclosed his first stock purchase in three years by buying $IREN. The trade came days after Congress advanced a major appropriations bill focused on energy dominance critical minerals & nuclear power overseen by committees he sits on"
X Link 2026-01-29T19:10Z 346.3K followers, 108.2K engagements
"The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children"
X Link 2026-01-29T21:02Z 346K followers, 134.1K engagements
"$AAPL Q1 EARNINGS Sales $143.8B vs Est. $138.1B EPS $2.84 vs Est. $2.66 China Sales $25.5B vs Est. $21.3B iPhone Sales $85.3B vs Est. $78.3B"
X Link 2026-01-29T21:34Z 346K followers, 38.3K engagements
"Interesting that $AAPL biggest weakness this quarter came from the Americas which missed estimates by $400M ($58.5B vs. $59.1B)"
X Link 2026-01-29T21:42Z 345.1K followers, 16.6K engagements
"Elon Musks SpaceX is said to be considering a merger with $TSLA or xAI"
X Link 2026-01-29T22:25Z 346.1K followers, 141.4K engagements
"Tim Cook says $AAPL is supply-constrained because $TSM leading-edge node capacity is tight limiting how many advanced SoCs it can build despite strong demand. At the same time rising memory prices from suppliers like $MU are already baked into Apples 48% gross margin guide"
X Link 2026-01-29T22:38Z 346.2K followers, 83.6K engagements
"Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the cleanest way for investors to own the space economy without EVs AI or robotics noise. Public markets tend to reward the last pure play with a scarcity premium. Elon Musks SpaceX is said to be considering a merger with $TSLA or xAI. https://t.co/jeGIW2scLD Elon Musks SpaceX is said to be considering a merger with $TSLA or"
X Link 2026-01-29T23:14Z 346.7K followers, 287.5K engagements
"OpenAI is laying the groundwork for a potential Q4 IPO and building out its finance team. The push is partly defensive driven by concern that Anthropic could reach public markets first"
X Link 2026-01-29T23:23Z 345.6K followers, 37.5K engagements
"$RKLB Hungry Hippo has been safely delivered and unwrapped inside Neutrons Assembly & Integration Complex in Virginia. This is a small but real integration milestone that reduces program risk. Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the https://t.co/HykgBm4tUy Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with"
X Link 2026-01-30T00:42Z 346K followers, 73.8K engagements
"$RKLB just completed its 2nd Electron launch of [----]. Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the https://t.co/HykgBm4tUy Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets"
X Link 2026-01-30T01:37Z 346K followers, 108.7K engagements
"$BMNR down 50% the past three months"
X Link 2026-01-30T02:11Z 346.5K followers, 91.4K engagements
"$SOFI delivered 😏 Sales $1.03B vs Est. $982M EPS $0.12 vs Est. $0.12 Adj EBITDA $318M (+60% YoY) New Members: 13.7M (+35% YoY) FY26 Guidance Sales $4.7B vs Est. $4.5B EPS $0.60 vs Est. $0.59 GAAP Net Income $825M EBITDA Margin: 34%"
X Link 2026-01-30T12:17Z 346.3K followers, 209K engagements
"President Trump officially taps Kevin Warsh as the next Federal Reserve Chair"
X Link 2026-01-30T12:26Z 346.3K followers, 141.8K engagements
"Fee-based revenue is now a record 43% of $SOFI total sales. That means growth is coming more from users doing more inside the platform rather than just lending more capital. This is also why margins improve and why the multiple can expand as the biz looks less like a lender and more like a financial platform. $SOFI delivered 😏 Sales $1.03B vs Est. $982M EPS $0.12 vs Est. $0.12 Adj EBITDA $318M (+60% YoY) New Members: 13.7M (+35% YoY) FY26 Guidance Sales $4.7B vs Est. $4.5B EPS $0.60 vs Est. $0.59 GAAP Net Income $825M EBITDA Margin: 34% https://t.co/jxhCDzOV45 $SOFI delivered 😏 Sales $1.03B"
X Link 2026-01-30T13:35Z 345.2K followers, 109.5K engagements
"New Fed Chair Kevin Warsh has previously taken a constructive view on Bitcoin. Hes said $BTC doesnt make him nervous and has described it as a new software platform with real utility where it can even act as a check on bad monetary policy. President Trump officially taps Kevin Warsh as the next Federal Reserve Chair. https://t.co/pFnetu1P7j President Trump officially taps Kevin Warsh as the next Federal Reserve Chair. https://t.co/pFnetu1P7j"
X Link 2026-01-30T13:53Z 346.9K followers, 117.5K engagements
"$GOOGL Genie [--] points toward a world where AI systems run continuously in real time. AI demand about to shift from bursty queries to always-on workloads which raises the baseline for $NVDA + $AMD compute plus $MU + $SNDK memory. $META is also likely to follow as interactive worlds become another surface"
X Link 2026-01-30T14:12Z 345.3K followers, 110.1K engagements
"$ASTS JUST HIT A NEW ALL-TIME HIGH HERES TODAYS FOX BUSINESS SEGMENT What $TSM earnings revealed about the AI cycle: $NVDA $ASML $AMD SMID names riding TSMCs dominance: $AMKR $AEHR $ALAB $PSTG The space economy in 2026: SpaceX $RKLB $ASTS $PL FOMO vs. fear of buying the top and how growth https://t.co/J8T7q3aRWg HERES TODAYS FOX BUSINESS SEGMENT What $TSM earnings revealed about the AI cycle: $NVDA $ASML $AMD SMID names riding TSMCs dominance: $AMKR $AEHR $ALAB $PSTG The space economy in 2026: SpaceX $RKLB $ASTS $PL FOMO vs. fear of buying the top and how growth https://t.co/J8T7q3aRWg"
X Link 2026-01-30T14:36Z 345.2K followers, 67.2K engagements
"@VanquishTrader $U being down 25% off this headline is such an overreaction"
X Link 2026-01-30T15:53Z 345.9K followers, [----] engagements
"SILVER FALLING OFF A CLIFF TODAY"
X Link 2026-01-30T18:22Z 345.3K followers, 41.1K engagements
"$NVDA Blackwell about to increase the gap between the American frontier models and Chinese open source models. The U.S. MUST win the AI race Weve implemented a clear policy at micro1: we will only work with U.S. AI labs and its allies. We made this decision because the AI race is not just about better products. It is about who controls the intelligence layer of the global economy and https://t.co/kuaPXE6m3Y The U.S. MUST win the AI race Weve implemented a clear policy at micro1: we will only work with U.S. AI labs and its allies. We made this decision because the AI race is not just about"
X Link 2026-01-30T20:35Z 346K followers, 44.3K engagements
"SILVER JUST HAD ITS WORST SINGLE-DAY DROP IN OVER [---] YEARS"
X Link 2026-01-30T21:20Z 345.6K followers, 59.8K engagements
"SpaceX is reportedly on track for $16B in [----] revenue with $8B in EBITDA driven largely by Starlink which accounts for 5080% of sales. The company is said to be targeting a June IPO to raise $50B at a conservative $1.5T valuation"
X Link 2026-01-30T21:33Z 346.3K followers, 85.6K engagements
"Talks on a potential $100B $NVDA + OpenAI deal have stalled. Jensen Huang has reportedly grown skeptical of OpenAIs business model"
X Link 2026-01-30T23:55Z 346.2K followers, 129.2K engagements
"Tom Lee says Ethereum could briefly dip to $2400 calling it a touch-and-go bottom. He adds that this move would likely coincide with precious metals peaking. $BMNR"
X Link 2026-01-31T12:59Z 346.7K followers, 268.9K engagements
"$SOFI just posted its largest quarterly member growth ever by adding 1M new members in Q4. The company is positioning itself as the full digital on-ramp where retail banking investing and digital assets converge"
X Link 2026-01-31T16:17Z 347K followers, 82.7K engagements
"@VanquishTrader $NOW trading at 20x FCF is freaking nuts"
X Link 2026-01-31T16:35Z 346.3K followers, 30.1K engagements
"$ASML just raised EUV machine prices 50% since last year to $284M per machine. This is what true monopoly power looks like when demand explodes and customers have zero alternatives. ASML is the only company on Earth that makes EUV lithography machines where $TSM + $INTC need them to produce the advanced nodes that power $NVDA + $AMD GPUs $GOOGL TPUs and every other frontier AI accelerator. FUTURUM EQUITIES PODCAST EPISODE #27 Daniel and Shay dove into the following topics: $TSM earnings reactions Space Economy : $RKLB $ASTS The Claude cowork effect: $NOW $MNDY $PATH $DDOG $ADBE $ZETA $CRM"
X Link 2026-01-31T16:52Z 347K followers, 136.3K engagements
"BITCOIN $BTC JUST DROPPED BELOW $80000"
X Link 2026-01-31T17:12Z 345.3K followers, 174.7K engagements
"$MSTR Bitcoin position has officially turned negative as $BTC slips below $76000. This is the first time Bitcoin has traded below Michael Saylors cost basis since October [----]. BITCOIN $BTC JUST DROPPED BELOW $80000 https://t.co/S9WZLHmxC1 BITCOIN $BTC JUST DROPPED BELOW $80000 https://t.co/S9WZLHmxC1"
X Link 2026-01-31T19:03Z 345.9K followers, 139.4K engagements
"Waymo is finalizing a $16B raise at a $110B valuation with $GOOGL supplying over 75% of the capital alongside Sequoia Capital. Sources say ARR is now $350M+ and the round was 3x oversubscribed"
X Link 2026-01-31T20:07Z 346.7K followers, 90.1K engagements
"Jensen dismissed reports of a rift with OpenAI calling them complete nonsense & confirming $NVDA will make huge investment He said Nvidia doubling down on OpenAI describing it as one of the most consequential companies of our time & likely largest investment in its history Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidias largest investment ever. https://t.co/soVsxMHz37 Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidias largest investment ever. https://t.co/soVsxMHz37"
X Link 2026-01-31T21:00Z 347K followers, 287.1K engagements
"Jensen Huang said $TSM will need to work very hard this year to meet $NVDA needs for wafers and CoWoS. He added that demand remains very strong and that TSMC is doing an incredible job ramping supply. $TSM is the AI factory that builds the chips that power every AI model on earth. Heres how TSMCs capex flows through the supply chain: $ASML gates leading-edge AI output by controlling access to EUV lithography at each node transition $AMAT benefits as AI chips add more https://t.co/ocpRnll8k3 $TSM is the AI factory that builds the chips that power every AI model on earth. Heres how TSMCs capex"
X Link 2026-02-01T01:29Z 346.6K followers, 119.1K engagements
"Jensen Huang said AI performance depends on both HBM & LPDDR highlighting just how critical memory is to $NVDA stack which is an obvious tailwind for suppliers like $MU. He added that demand is still growing faster than supply across the chain. [----] WILL BE THE YEAR OF AI MEMORY $MU supplies the DRAM & HBM next to GPUs that let AI think longer & hold more context. $SNDK $STX $WDC store massive AI datasets & model files so training and inference can scale. $PSTG $NTAP turn raw memory & disks into reliable https://t.co/swYfBlcjw7 [----] WILL BE THE YEAR OF AI MEMORY $MU supplies the DRAM & HBM"
X Link 2026-02-01T02:31Z 347K followers, 154.7K engagements
"Jensen Huang is basically saying custom chips from $GOOGL $AMZN $AMZN $MSFT & $META struggle to compete with $NVDA because Nvidia is singularly focused on AI acceleration at a scale no one else matches. CUDA is the default language developers build on NVLink is still ahead when it comes to scaling GPUs together and Nvidia spends $20B a year with its entire org dedicated to making AI faster. The simple reality is Nvidia is all-in all the time. https://twitter.com/i/web/status/2017977619883675683 https://twitter.com/i/web/status/2017977619883675683"
X Link 2026-02-01T15:05Z 347.2K followers, 328K engagements
"$ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI"
X Link 2026-02-01T23:59Z 347K followers, 202.1K engagements
"$ORCL JUST BROKE BELOW $160 $ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI. https://t.co/Hn1EnMds8V $ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI. https://t.co/Hn1EnMds8V"
X Link 2026-02-02T01:17Z 347K followers, 141.5K engagements
"$BMNR down 55% over the past three months"
X Link 2026-02-02T01:48Z 346.6K followers, 59.6K engagements
"DRAM prices are spiking into 1Q26 with PC memory up 110% QoQ and server DRAM up 90% while $MU is pushing 120% server price increases as February contracts finalize. The impact is already visible with PC makers warning of 20% laptop price hikes in 1H26. HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from orbit $ASTS turning space into a https://t.co/u3bLkMhhzA HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the"
X Link 2026-02-02T02:39Z 345.5K followers, 107.8K engagements
"@PolymarketMoney Wild to see $ORCL under $160 now"
X Link 2026-02-02T02:41Z 346.9K followers, 11.8K engagements
"ETHEREUM $ETH JUST BROKE BELOW $2200"
X Link 2026-02-02T03:26Z 346.3K followers, 36.8K engagements
"BITCOIN $BTC JUST LOST $75000"
X Link 2026-02-02T03:34Z 347K followers, 51.3K engagements
"@VanquishTrader Crypto winter continues"
X Link 2026-02-02T03:49Z 345K followers, 14.4K engagements
"SpaceX is reportedly in advanced talks to combine with xAI"
X Link 2026-02-02T12:15Z 345.9K followers, 29.4K engagements
"Source: https://www.bloomberg.com/news/articles/2026-02-02/spacex-is-in-advanced-talks-to-combine-with-xaiembedded-checkout=true https://www.bloomberg.com/news/articles/2026-02-02/spacex-is-in-advanced-talks-to-combine-with-xaiembedded-checkout=true"
X Link 2026-02-02T12:16Z 345.2K followers, 15.3K engagements
"$HOOD pullback continues to $95 with the stock down 33% over the past three months"
X Link 2026-02-02T12:57Z 346.9K followers, 153.5K engagements
"@PolymarketMoney Now we just have to make sure Sam doesnt come back to $ORCL to revise the original $300B deal"
X Link 2026-02-02T13:33Z 345.1K followers, [----] engagements
"TOM LEES $BMNR BUYS 42K $ETH WORTH $97M"
X Link 2026-02-02T13:48Z 347.2K followers, 207.6K engagements
"@PolymarketMoney Wild $BMNR almost broke $20 last night"
X Link 2026-02-02T13:50Z 346.7K followers, 12.7K engagements
"$SNOW & OpenAI signed a multi-year $200M partnership embedding OpenAI models natively into Snowflake Cortex AI across all major clouds. The deal gives 12600+ enterprise customers a governed path to deploy context-aware AI agents at scale pushing Snowflake deeper into the AI control layer. https://twitter.com/i/web/status/2018325783140327766 https://twitter.com/i/web/status/2018325783140327766"
X Link 2026-02-02T14:09Z 347K followers, 38.5K engagements
"@PolymarketMoney $SNOW under $200 looks like an opportunity to me amid the SaaSpocalypse. They already have an AI run rate north of $100M driven by actual metered usage under a consumption model rather than signed but unused commitments"
X Link 2026-02-02T14:15Z 347K followers, [----] engagements
"$HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. $HOOD pullback continues to $95 with the stock down 33% over the past three months. https://t.co/oesLcKnx3l $HOOD pullback continues to $95 with the stock down 33% over the past three months. https://t.co/oesLcKnx3l"
X Link 2026-02-02T14:20Z 346.2K followers, 211.5K engagements
"$HOOD EXPERIENCING A 40% DRAWDOWN $HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. https://t.co/q3ZniF2MT1 $HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. https://t.co/q3ZniF2MT1"
X Link 2026-02-02T14:56Z 347K followers, 132K engagements
"$TSLA is scaling Giga New York to 300MW of annual solar module capacity bringing more solar assembly in-house. The move reduces reliance on third-party suppliers and shifts production to the U.S"
X Link 2026-02-02T15:25Z 347K followers, 61.1K engagements
"Market is remembering that $SNDK as a second-order storage winner despite ongoing macro noise. HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from orbit $ASTS turning space into a https://t.co/u3bLkMhhzA HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from"
X Link 2026-02-02T15:49Z 347K followers, 79.3K engagements
"Looks like Elon Musk just confirmed the SpaceXxAI merger is happening 🚨 Elon may have just confirmed SpaceX is merging with xAI. SpaceX going public will likely be the largest deal in history. https://t.co/esLOdRZyZk 🚨 Elon may have just confirmed SpaceX is merging with xAI. SpaceX going public will likely be the largest deal in history. https://t.co/esLOdRZyZk"
X Link 2026-02-02T16:28Z 346.4K followers, 43.8K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing