# ![@Unclestocknotes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1789826195602784256.png) @Unclestocknotes Unclestocknotes

Several investment firms have recently disclosed their stock holdings. Michael Burry's Scion Asset Management added to several positions, including Estee Lauder, Pinduoduo, and HCA Healthcare. Other firms, such as Grab, have also revealed new positions in companies like Joby Aviation, Aurora Innovation, and Uber.

### Engagements: [------] [#](/creator/twitter::1789826195602784256/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1789826195602784256/c:line/m:interactions.svg)

- [--] Week [-------] +2,429%
- [--] Month [-------] +312%
- [--] Months [-------] +203%
- [--] Year [-------] -43%

### Mentions: [--] [#](/creator/twitter::1789826195602784256/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1789826195602784256/c:line/m:posts_active.svg)

- [--] Week [--] +229%
- [--] Month [--] +148%
- [--] Months [---] +85%
- [--] Year [---] -66%

### Followers: [------] [#](/creator/twitter::1789826195602784256/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1789826195602784256/c:line/m:followers.svg)

- [--] Week [------] +4.80%
- [--] Month [------] +8.60%
- [--] Months [------] +42%
- [--] Year [------] +116%

### CreatorRank: [-------] [#](/creator/twitter::1789826195602784256/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1789826195602784256/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51.96% [technology brands](/list/technology-brands)  24.51% [finance](/list/finance)  8.82% [cryptocurrencies](/list/cryptocurrencies)  6.86% [financial services](/list/financial-services)  3.92% [automotive brands](/list/automotive-brands)  3.92% [countries](/list/countries)  2.94% [currencies](/list/currencies)  1.96% [celebrities](/list/celebrities)  0.98% [social networks](/list/social-networks)  0.98%

**Social topic influence**
[ai](/topic/ai) 15.69%, [$onds](/topic/$onds) #28, [$leu](/topic/$leu) #4, [$alab](/topic/$alab) 4.9%, [$avgo](/topic/$avgo) 3.92%, [$nvda](/topic/$nvda) #657, [ceo](/topic/ceo) 2.94%, [$lrcx](/topic/$lrcx) 2.94%, [$ionq](/topic/$ionq) 2.94%, [$oklo](/topic/$oklo) 2.94%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@saiseiinvesting](/creator/undefined) [@adonistung](/creator/undefined) [@ceoondas](/creator/undefined) [@mylpl9](/creator/undefined) [@fargerger](/creator/undefined) [@thesharkmindset](/creator/undefined) [@liweiliu476419](/creator/undefined) [@erichs19290201](/creator/undefined) [@mast3rmindx](/creator/undefined) [@zongyou_27](/creator/undefined) [@nyx_zheng](/creator/undefined) [@grnlndusrefugee](/creator/undefined)

**Top assets mentioned**
[Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Centrus Energy Corp. (LEU)](/topic/$leu) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lam Research Corporation (LRCX)](/topic/$lrcx) [IonQ, Inc. (IONQ)](/topic/$ionq) [Oklo Inc. (OKLO)](/topic/$oklo) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Applied Digital Corp. (APLD)](/topic/$apld) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Oracle Corporation (ORCL)](/topic/$orcl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Micron Technology, Inc. (MU)](/topic/$mu) [Snowflake Inc. (SNOW)](/topic/$snow) [GE Vernova Inc. (GEV)](/topic/$gev) [Vistra, Corp. (VST)](/topic/vistra-corp) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Microsoft Corp. (MSFT)](/topic/$msft) [BETA Technologies, Inc. (BETA)](/topic/beta-technologies) [iShares BTC Trust (IBIT)](/topic/$ibit) [Bitcoin (BTC)](/topic/bitcoin) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Nokia Corporation (NOK)](/topic/$nok) [Semtech Corp (SMTC)](/topic/$smtc) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Arm Holdings plc (ARM)](/topic/$arm) [Sandisk Corporation (SNDK)](/topic/$sndk) [Bloom Energy Corporation (BE)](/topic/$be) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Western Digital Corp (WDC)](/topic/$wdc) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst)
### Top Social Posts
Top posts by engagements in the last [--] hours

"September [--] [----] : [--]. 1125BP62.9% [--]. 530Hess Corp.HessCEO John HessOPEC [--]. USMXILA [--]. AICerebras SystemsIPO #CBRS [--]. COMEX0.47%2655.50/COMEX1.58%31.420/ [--]. - - -502% - - [---] https://twitter.com/i/web/status/1840892627622773224 https://twitter.com/i/web/status/1840892627622773224"  
[X Link](https://x.com/Unclestocknotes/status/1840892627622773224)  2024-09-30T23:12Z 26.7K followers, [----] engagements


"Seedance [--] AI 1) vs Seedance [--] just dropped and it's the most insane AI video we have ever seen. This will decimate movie studios all over the world. [--] wild examples and how to get access right now: 1) Jackie Chan vs Jet Li full movie scene https://t.co/wuCyHrFVnr Seedance [--] just dropped and it's the most insane AI video we have ever seen. This will decimate movie studios all over the world. [--] wild examples and how to get access right now: 1) Jackie Chan vs Jet Li full movie scene https://t.co/wuCyHrFVnr"  
[X Link](https://x.com/Unclestocknotes/status/2021792815689113722)  2026-02-12T03:45Z 26.7K followers, 10.7K engagements


"(FDA) [--] [--] GLP-1 Hims & Hers Wegovy #Hims $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment. https://t.co/CVIux8BER0 $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment."  
[X Link](https://x.com/Unclestocknotes/status/2020364785418908084)  2026-02-08T05:11Z 26.7K followers, [----] engagements


"@SaiseiInvesting #ONDS CEO"  
[X Link](https://x.com/Unclestocknotes/status/2022035208162394257)  2026-02-12T19:48Z 26.7K followers, [----] engagements


"#U Unity 🔹4.465 [-----] 🟢 🔹-$0.31-$0.39🟢 🔸  [----] 🔹 $1.703B-$1.708B $1.680B-$1.690B 🔹 EBITDA3.63 [-----] [---] [----] [----] 🔹 [----] [-----] 🔹 EBITDA7900 [----]  🔹 [----] 5% 🔹 [----] -5% 🔹1700-84% 🔹 GBV$20.1B 10% 🔹 EBITDA9200 750-8000 22% 🔹 [---]  🔸 Unity [--] 🔸 [----] [--]  🔸 Jarrod Yahes [----] [--] [--] 🔸 KLMVR Deutsche BahnAR VR  🔸 🔸 Unity [--]  🔸 Unity Unity [--] https://twitter.com/i/web/status/1854718713737408661 https://twitter.com/i/web/status/1854718713737408661"  
[X Link](https://x.com/Unclestocknotes/status/1854718713737408661)  2024-11-08T02:52Z 26.6K followers, [----] engagements


"CAVA GROUP INC #CAVA CAVA [----] Q4 EBITDA [----] EBITDA [--].  $2.274 +28.3% EBITDA$2510 +60% CAVA +21.2% CAVA [---] [--] [----] 6%-8% EBITDA$1.5-$1.57 $1.6383  62-66 [--]. PE () [----] EBITDA$1.15 [----] EBITDA$1.5 - $1.57 [----] EPS $0.50 - $0.55 4-5% [----] PE 180x $99 FWD PE2025 120x [----] EPS EV/EBITDA [----] EV/EBITDA 90x [----] EV/EBITDA 65x DCF  [--] 20% EBITDA 12%-13% (WACC) 10% 3% $80 - $100 [--].  ✅ 21.2% 28% ✅ [----] 62-66 ✅  ⚠ ⚠ [----] EBITDA [--]. 6-12  12-24 🟢  scenario$110-$120 scenario$90-$100 DCF  scenario$70-$80 CAVA $80-$90 https://twitter.com/i/web/status/1894611242389790744"  
[X Link](https://x.com/Unclestocknotes/status/1894611242389790744)  2025-02-26T04:51Z 26K followers, [----] engagements


"CAVA Group (#CAVA) CAVA Z CAVA Better-for-you Fast Casual CAVA https://open.substack.com/pub/unclestocknotes/p/cava-group-cavar=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/cava-group-cavar=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/1935002139962622009)  2025-06-17T15:50Z 26K followers, [----] engagements


"#AXON [----] GAAP EPS  +33% $552M 30% https://open.substack.com/pub/unclestocknotes/p/axon-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/unclestocknotes/p/axon-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/Unclestocknotes/status/1989426717019050471)  2025-11-14T20:14Z 25.5K followers, [----] engagements


"#LRCX Lam Research [----]  https://open.substack.com/pub/unclestocknotes/p/lrcx-lam-research-2026-d5br=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/lrcx-lam-research-2026-d5br=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2017840989466230829)  2026-02-01T06:02Z 26.3K followers, [----] engagements


"#ORCL 57% OpenAI #MSFT 45% OpenAI  #ORCL CEO OpenAI  AI  OpenAI $ORCL was punished because 57% of its backlog is tied to OpenAI. $MSFT was punished as well with 45% of its backlog linked to OpenAI. But as $ORCL co-CEO explained the risk is limited if OpenAI were unable to honor its commitments: The infrastructure big AI players need is https://t.co/CosALrBKWp $ORCL was punished because 57% of its backlog is tied to OpenAI. $MSFT was punished as well with 45% of its backlog linked to OpenAI. But as $ORCL co-CEO explained the risk is limited if OpenAI were unable to honor its commitments: The"  
[X Link](https://x.com/Unclestocknotes/status/2018137450158162223)  2026-02-02T01:40Z 25.7K followers, 15.7K engagements


"Jane Street #ONDS 41%  Vanguard [----]   [----]  BlackRockMorgan Citadel  Jane Street  VanguardGoldman Hood River [--] [----] [----] ⚡JUST IN: Jane Street just dumped 41% of their position in $ONDS. (THIS IS GOOD) Meanwhile Vanguard added [----] MILLION shares. Let me make this clear: Jane Street is a high-frequency prop shop that rotates capital every [--] hours. Vanguard holds for YEARS. When Vanguard https://t.co/5qisTsauHF ⚡JUST IN: Jane Street just dumped 41% of their position in $ONDS. (THIS IS GOOD) Meanwhile Vanguard added [----] MILLION shares. Let me make this clear: Jane Street is a high-frequency"  
[X Link](https://x.com/Unclestocknotes/status/2020190600339816730)  2026-02-07T17:39Z 25.5K followers, 19.9K engagements


"#MU [--] [-------] DRAMNAND2027DRAM2027NAND2027 [----] HBM42026SKHBM2026 2026DRAM56% HBMDRAMAI https://twitter.com/i/web/status/2020364136790491520 https://twitter.com/i/web/status/2020364136790491520"  
[X Link](https://x.com/Unclestocknotes/status/2020364136790491520)  2026-02-08T05:08Z 25.5K followers, [----] engagements


"Amazon 13F [----] [--] [--] [--]. Beta Technologies #BETA eVTOL BETA [--]. AI ALABMRVL IONQ AI Astera Labs #ALAB [----] Connectivity [----] [----] ALAB Marvell #MRVL [----] Marvell Trainium AI MRVL Nvidia IonQ #IONQ [----] AWS Braket IonQ [--]. Rivian #RIVN [----] [--]  Rivian Rivian https://twitter.com/i/web/status/2021352448833860040 https://twitter.com/i/web/status/2021352448833860040"  
[X Link](https://x.com/Unclestocknotes/status/2021352448833860040)  2026-02-10T22:35Z 25.6K followers, [---] engagements


"Ondas #ONDS Iron Drone DHS Fortem Technologies [----] FIFA Kinetic Mitigation [--]. Fortem [----] DroneHunter TrueView R30  SkyDome [--]. DHS Fortem DHS [----]  [---] [--]. ONDS FEMA [---]  [--] ONDS Iron Drone [--]. DHS AI Would you like me to analyze how this $115M DHS investment might impact the stock performance of the remaining publicly traded C-UAS companies # #Fortem #ONDS # https://www.nationaldefensemagazine.org/articles/2026/2/12/counter-drone-company-hired-to-protect-fifa-world-cup-venues https://www.nationaldefensemagazine.org/articles/2026/2/12/counter-drone-company-hired-to-protect-fifa-world-cup-venues"  
[X Link](https://x.com/Unclestocknotes/status/2022022442500100270)  2026-02-12T18:58Z 26.6K followers, [---] engagements


"NVIDIA Rubin IC (PMIC)  IFX IFNNY  Infineon Technologies (IFX)(IFNNY) https://open.substack.com/pub/unclestocknotes/p/nvidia-rubin-ic-pmicr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/nvidia-rubin-ic-pmicr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2014747501497352532)  2026-01-23T17:10Z 26.7K followers, [----] engagements


"(CXMT) DDR4  Morgan Stanley [--]. (Report on DDR4 price cut incorrect) ETtoday (Incorrect) [--]. DDR4 CXMT DDR4  CXMT (Foundry) IC GigaDevice  [--]. CXMT GigaDevice CXMT [----] (Pricing Hike)  $138 News Link: https://twitter.com/i/web/status/2018818156274323570 https://twitter.com/i/web/status/2018818156274323570"  
[X Link](https://x.com/Unclestocknotes/status/2018818156274323570)  2026-02-03T22:45Z 26.6K followers, 11.3K engagements


"2026 ETF Uranium Miners $URNM +25% Rare Earths $REMX +18% Metal $XME +18% Copper Miners $COPX +18% Coal $COAL +14% Gold Miners $GDX +13% Consumer Staples $XLP +13% Global Value $GVAL +12% Mag [--] $MAGS -4% Innovation $ARKK -8% Bitcoin $IBIT -20% From Bloomberg"  
[X Link](https://x.com/Unclestocknotes/status/2020243404874256409)  2026-02-07T21:08Z 26.6K followers, [----] engagements


"Deutsche Bank [---] [--]. EPS $46.50 Melissa Weathers [----] CY26E EPS $46.50Micron EPS $102018 $11.51 AI HBM Micron 50%-60% HBM [--]. P/E P/E Melissa Unprecedented Tightness [--]. Risk Watch Tariff and macro uncertainties [----] Micron DRAM  HBM4 Micron EPS $40  [----] $46.50 20%-30% [---] AI https://twitter.com/i/web/status/2021309963038241043 https://twitter.com/i/web/status/2021309963038241043"  
[X Link](https://x.com/Unclestocknotes/status/2021309963038241043)  2026-02-10T19:47Z 26.7K followers, [----] engagements


"MU HBM4 https://open.substack.com/pub/unclestocknotes/p/mu-hbm4r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/mu-hbm4r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2021484674930168038)  2026-02-11T07:21Z 26.7K followers, [----] engagements


"Save America Act 216215"  
[X Link](https://x.com/Unclestocknotes/status/2021700864100970508)  2026-02-11T21:40Z 26.7K followers, [----] engagements


"13F [----] [-------] #PLTR 637% [-------] https://www.investors.com/news/technology/palantir-stock-daiwa-upgrade-buy-artificial-intelligence-contract-ramp/ https://www.investors.com/news/technology/palantir-stock-daiwa-upgrade-buy-artificial-intelligence-contract-ramp/"  
[X Link](https://x.com/Unclestocknotes/status/2021777446601982414)  2026-02-12T02:44Z 26.7K followers, [----] engagements


"Ticker [--]  [--]. Capitol Trades ()  "Byron Donalds" IssuerBuy/Sell $15K - $50K Quiver Quantitative  WSB House Stock Watcher  [--].  Office of the Clerk U.S. House of Representatives  "Search Financial Disclosure Reports" Last Name DonaldsFirst Name Byron Filing Year [----] "PTR" (Periodic Transaction Report) [--] [--]. (X / Twitter) X  Transaction Date ()  [--]  [--] [--]  [--]  [--] http://disclosures-clerk.house.gov http://housestockwatcher.com http://quiverquant.com/congress-trading http://capitoltrades.com http://disclosures-clerk.house.gov http://housestockwatcher.com http://quiverquant.com/congress-trading"  
[X Link](https://x.com/Unclestocknotes/status/2022382078151500014)  2026-02-13T18:47Z 26.7K followers, [--] engagements


"Centrus Energy (LEU)Cameco (CCJ)Constellation Energy (CEG)Vistra Corp (VST)NuScale Power (SMR) Oklo Inc. (OKLO) https://open.substack.com/pub/unclestocknotes/p/centrus-energy-leucameco-ccjconstellationr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/centrus-energy-leucameco-ccjconstellationr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/1926500493452280072)  2025-05-25T04:48Z 26.7K followers, [----] engagements


"#CRDO [----] [----] [---]  #EASYMONEY"  
[X Link](https://x.com/Unclestocknotes/status/2021046168344564144)  2026-02-10T02:18Z 26.7K followers, [----] engagements


"#ALAB Astera Labs [----] #ALAB https://open.substack.com/pub/unclestocknotes/p/alab-astera-labs-2025-516r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/alab-astera-labs-2025-516r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2021487080048820548)  2026-02-11T07:30Z 26.7K followers, [----] engagements


"#ONDS Ondas 2/9 [----] https://open.substack.com/pub/unclestocknotes/p/ondas-2112026-4m-defenser=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/ondas-2112026-4m-defenser=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2022121427726741758)  2026-02-13T01:31Z 26.7K followers, [----] engagements


"#VRT Vertiv [----]  https://open.substack.com/pub/unclestocknotes/p/vrt-vertiv-2025-36dr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/vrt-vertiv-2025-36dr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2022200355074039927)  2026-02-13T06:45Z 26.7K followers, [----] engagements


"#LEU Centrus Energy [----]  https://open.substack.com/pub/unclestocknotes/p/leu-centrus-energy-2025-8b5r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/leu-centrus-energy-2025-8b5r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2022438908668317745)  2026-02-13T22:33Z 26.7K followers, [---] engagements


"#ONDS Ondas - -  [----] [---]  [-----] $ONDS Ondas - The trendline is holding - Higher lows Price holding at the [---] fib around $9.12. Upper target is $15.87 at the Golden Ratio. https://t.co/6TsdYVZ8D1 $ONDS Ondas - The trendline is holding - Higher lows Price holding at the [---] fib around $9.12. Upper target is $15.87 at the Golden Ratio. https://t.co/6TsdYVZ8D1"  
[X Link](https://x.com/Unclestocknotes/status/2022447101863694411)  2026-02-13T23:05Z 26.7K followers, [----] engagements


"#MU CFO  NVIDIA CFO Wolfe Research CFO HBM4 HBM4 [--] Gbps [----] HBM  CFO [--]. TD Cowen $600 [--]. $500 [--]. () $450 [----] EPS $52 FROM #MU CFO: HBM4HBM411GB/s https://uk.finance.yahoo.com/news/micron-stock-rises-5-5-145226462.html https://uk.finance.yahoo.com/news/micron-stock-rises-5-5-145226462.html"  
[X Link](https://x.com/Unclestocknotes/status/2021673139726434634)  2026-02-11T19:50Z 26.7K followers, [----] engagements


"#ONDS Ondas [---------] 57.97% 🐂 13F/13G/13D [---------] [--------] [--] [--] [--------]  = [---------] (57.97%) [----] 52.3% * $ONDS 🚨 Institutional and insider ownership of Ondas now sits at roughly [---------] shares or 57.97% of the float🐂 13F/13G/13Ds: [---------] Insiders: [--------] Jan [--] Offering: 19000000* _______________________________________ Total = [---------] (57.97%) Massive https://t.co/WBwH8v1EU3 $ONDS 🚨 Institutional and insider ownership of Ondas now sits at roughly [---------] shares or 57.97% of the float🐂 13F/13G/13Ds: [---------] Insiders: [--------] Jan [--] Offering: 19000000*"  
[X Link](https://x.com/Unclestocknotes/status/2022390183509799156)  2026-02-13T19:19Z 26.7K followers, [----] engagements


"2026: Dawn of Lightspeed OpticsSilicon Photonics [--]. (Optics Chips/Devices) * INTC (Intel) * AVGO (Broadcom) * COHR (Coherent) * CSCO (Cisco) * NVDA (NVIDIA) * LITE (Lumentum) * MRVL (Marvell) * POET (POET Technologies) * NOK (Nokia) * MTSI (MACOM) * CRDO (Credo) * ALAB (Astera Labs) * SMTC (Semtech) [--]. / (SiPho/CMOS Fabs) * TSM (TSMC) * UMC (UMC) * INTC (Intel) * GFS (GlobalFoundries) * TSEM (Tower Semiconductor) * STM (STMicroelectronics) * SKYT (SkyWater Technology) [--]. (InP Device Fabs) InP * COHR (Coherent) * LITE (Lumentum) [--]. (OSAT) * ASX (ASE) * AMKR (Amkor) [--]. / (EMS/Connectors) * APH"  
[X Link](https://x.com/Unclestocknotes/status/2022714328835657900)  2026-02-14T16:47Z 26.7K followers, [---] engagements


"#MU HBM [--] #MU #MU HBM4 #MU [--] https://open.substack.com/pub/unclestocknotes/p/mu-hbm4utm_campaign=post-expanded-share&utm_medium=post%20viewer https://open.substack.com/pub/unclestocknotes/p/mu-hbm4utm_campaign=post-expanded-share&utm_medium=post%20viewer"  
[X Link](https://x.com/Unclestocknotes/status/2021669914646622219)  2026-02-11T19:37Z 26.7K followers, [----] engagements


"Seedance [---] Godzilla"  
[X Link](https://x.com/Unclestocknotes/status/2021794370152751178)  2026-02-12T03:51Z 26.7K followers, [----] engagements


"(Drone Dominance Program DDP)   (Attritable) The Gauntlet #KTOS (Kratos Defense): Kratos SRE Kratos (Valkyrie) #RCAT (Red Cat Holdings): ✅  Teal Drones RCAT FANG #AVAV (AeroVironment): ❌ (Phase 1) DDP  ($5000 )AVAV (Switchblade) [--] AVAV ONDS (Ondas Holdings): ❌ ✅ PDW (Performance Drone Works) ONDS PDW2025 [--] Ondas PDW [----]  ONDS PDW ONDS  (AVAV) [--] (RCAT PDW) (Beta) #RCAT (Alpha) #KTOS  [--] (The Gauntlet) [---]  https://www.war.gov/News/Releases/Release/Article/4396462/war-department-announces-vendors-invited-to-compete-in-phase-i-of-the-drone-dom/"  
[X Link](https://x.com/Unclestocknotes/status/2018947212395368772)  2026-02-04T07:18Z 26.7K followers, [----] engagements


"Rep. John McGuire [---] [--] #NVDA and #MSFT  1) 2) https://disclosures-clerk.house.gov/FinancialDisclosure https://disclosures-clerk.house.gov/FinancialDisclosure"  
[X Link](https://x.com/Unclestocknotes/status/2022036838702350534)  2026-02-12T19:55Z 26.7K followers, [----] engagements


"2026 [--] [--] Ondas #ONDS  [--]. Iron Drone Raider [--]. Raider AI [--]. [----] [---] 180% #ONDS #IronDrone # # https://twitter.com/i/web/status/2022387833965629523 https://twitter.com/i/web/status/2022387833965629523"  
[X Link](https://x.com/Unclestocknotes/status/2022387833965629523)  2026-02-13T19:10Z 26.7K followers, [----] engagements


"Soros Fund Management Q4 13F 5.82.34#MSFT #TSM / #XOP [----] #XLE [----] #MSFT 159%1.27 #TSM 157%1.06 #NVDA 22%1.24 #CRWV [----] #ALLY 129%7600 #EA 290%8800 #AVGO3500 #TSLA2500 #FXI [----] #KWEB [----] #ARMK [----] #KKR#GS#BKNG #AMZN 5.45#GOOGL 2Salesforce #CRM 1.38#TKO [----] https://twitter.com/i/web/status/2022530389957296472 https://twitter.com/i/web/status/2022530389957296472"  
[X Link](https://x.com/Unclestocknotes/status/2022530389957296472)  2026-02-14T04:36Z 26.7K followers, [----] engagements


"#NVDA Jensen Huang  [--]. #CRWV - CoreWeave (89%) [--]. #APLD - Applied Digital (7%) [--]. #ARM - ARM Holdings (2%) [--]. #NBIS - Nebius Group (1%) [--]. #RXRX - Recursion Pharma (1%)"  
[X Link](https://x.com/Unclestocknotes/status/2008799630973432206)  2026-01-07T07:15Z 26.7K followers, [----] engagements


"Palantir Alex Karp Michael Burry Palantir Nvidia"  
[X Link](https://x.com/Unclestocknotes/status/2022048284802740542)  2026-02-12T20:40Z 26.7K followers, 16.8K engagements


"SP [---] #ALAB #RDDT #LNG #VRT #VEEV #MRVL #HEI #ZM #LPLA #FCNCA #CPNG #MKL #MSTR #COHR #SOFI"  
[X Link](https://x.com/Unclestocknotes/status/2019933132481294525)  2026-02-07T00:36Z 26.7K followers, [----] engagements


"202615 [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31% https://x.com/stocksavvyshay/status/2022696338627145797s=46 HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +164% [--]. $WDC +63% [--]. $BE +61% [--]. $TWST +55% [--]. $MU +44% [--]. $APLD +44% [--]. $AEHR +43% [--]. $DOCN +42% [--]. $AMAT +38% [--]. $LRCX +38% [--]. $ENPH +36% [--]. $NXT +34% [--]. $ON +33% [--]. $CRML +33% [--]. $ASML +31% https://t.co/dvJKQwuaZM"  
[X Link](https://x.com/Unclestocknotes/status/2022715774419505584)  2026-02-14T16:53Z 26.7K followers, [----] engagements


"#ONDS    .    . #PLTR [--] #SOFI7 [--] #AMD60  #ONDS"  
[X Link](https://x.com/anyuser/status/1984015083177943190)  2025-10-30T21:50Z 26.7K followers, 16.2K engagements


"JensenPocky"  
[X Link](https://x.com/Unclestocknotes/status/1985198487122665503)  2025-11-03T04:12Z 26.7K followers, 140.2K engagements


"PalantirAlex Karp [--] Palantir 6Palantir"  
[X Link](https://x.com/anyuser/status/1985541476487413826)  2025-11-04T02:55Z 26.7K followers, 62.2K engagements


"TETRA #TTI Eos Energy 🤠 #EOSE TETRA $TTI: "You're already seeing some of Eos Energy's pipeline of opportunities transition into data centres energy storage in those applications. AND IT'S IN TEXAS" 🤠 Long $EOSE 🔋 https://t.co/1IF3ApXsFq TETRA $TTI: "You're already seeing some of Eos Energy's pipeline of opportunities transition into data centres energy storage in those applications. AND IT'S IN TEXAS" 🤠 Long $EOSE 🔋 https://t.co/1IF3ApXsFq"  
[X Link](https://x.com/Unclestocknotes/status/2011308118807101657)  2026-01-14T05:23Z 25.5K followers, [----] engagements


"#IonQ $18 $35 38% SkyWater Technology (#SKYT) IonQ SkyWater (DoW)  IonQ  VIP  CMOSIonQ [------] Qubit [----]  IonQ SkyWater A. IonQ (#IONQ) $15 + $20  B. SkyWater (#SKYT)  38% $15  $20 IonQ IonQ SkyWater C. #RKLB#VST #IONQ  IONQ (Hold) Rigetti PsiQuantum SKYT IonQ  IONQ https://twitter.com/i/web/status/2015814581180908000 https://twitter.com/i/web/status/2015814581180908000"  
[X Link](https://x.com/Unclestocknotes/status/2015814581180908000)  2026-01-26T15:50Z 25.5K followers, [----] engagements


"23 Re: Great China Semiconductors Asia Pacific Morgan Stanley https://open.substack.com/pub/unclestocknotes/p/cxmt-mu-2344r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/cxmt-mu-2344r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2018823025857282399)  2026-02-03T23:04Z 25.4K followers, [----] engagements


"7 companies that had insider buys this week:1. Snowflake $SNOW [--]. Shift4Payments $FOUR [--]. AFC Gamma $AFCG [--]. V.F Corporation $VFC [--]. Synvous Financial $SNV [--]. Boston Omaha Corp $BOC [--]. Beyond $BYON"  
[X Link](https://x.com/Unclestocknotes/status/1800943834014130414)  2024-06-12T17:30Z 26.6K followers, [---] engagements


"@adonistung"  
[X Link](https://x.com/Unclestocknotes/status/1869247535950524520)  2024-12-18T05:05Z 25.6K followers, [---] engagements


"Michael Burry - Scion Asset Management2024 # Stocks Increased / Added #EL - Estee Lauder (Buy) #PDD - Pinduoduo (Buy) #HCA - HCA Healthcare (Buy) #BRKR - Bruker Corp. (Buy) #VFC - V.F. Corp. (Buy) #MAGN - Magnara Corp. (Buy) #OSCR - Oscar Health Inc. (Buy) #ACIC - American Coastal Insurance (+46.10%) Stocks Reduced (Decrease in Holdings) #BABA - Alibaba (-25.00%) #JD -40.00%) #MOH - Molina Healthcare (-16.67%) HCAMOHOSCRACICELVFC  https://twitter.com/i/web/status/1890814991818707320 https://twitter.com/i/web/status/1890814991818707320"  
[X Link](https://x.com/Unclestocknotes/status/1890814991818707320)  2025-02-15T17:26Z 25.6K followers, [----] engagements


"2025 [--] [--] 08:304.2% 08:3013.8 08:30 10:00 10:00 👇 Before Open 👇 02:00: Shell $SHEL 05:00: Magna International $MGA 06:00: Cigna $CI 06:00: DuPont $DD 06:15: Chevron $CVX 06:30: Exxon Mobil $XOM 06:30: Eaton $ETN 06:30: Apollo Global Management $APO 06:30: Westlake Chemical $WLK 06:30: Cinemark $CNK 06:30: Westlake Partners $WLKP 06:55: Brookfield Renewable $BEP 07:00: Wendy's $WEN 07:00: T. Rowe Price $TROW 07:30: Cboe Global Markets $CBOE 08:00: Piper Sandler $PIPR 08:30: Franklin Resources $BEN https://twitter.com/i/web/status/1918226430057734376"  
[X Link](https://x.com/Unclestocknotes/status/1918226430057734376)  2025-05-02T08:49Z 26.3K followers, [----] engagements


"OKTA Okta Inc. [----] Q1 OKTA AI TAM https://open.substack.com/pub/unclestocknotes/p/okta-okta-inc-2026-q1r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/okta-okta-inc-2026-q1r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/1927595887435366687)  2025-05-28T05:20Z 26.7K followers, [----] engagements


"Trade Desk #TTD [--] [--] [---] Synopsys #SNPS ANSYS $ANSS ANSYS Synopsys [--] [--] # # #"  
[X Link](https://x.com/Unclestocknotes/status/1944906261734236298)  2025-07-14T23:46Z 26.7K followers, [----] engagements


"10 [--]. #LRCX Lam Research [--]. #ASML [--]. #TSM  [--]. #QCOM  [--]. #MPWR Monolithic Power [--]. #NVO  [--]. #ELV Elevance Health [--]. #BUD  [--]. #TOST Toast [--]. #WDAY Workday #LRCX #TSM #QCOM () #MPWR From https://valuesense.io/ https://valuesense.io/"  
[X Link](https://x.com/Unclestocknotes/status/1951781418796720138)  2025-08-02T23:05Z 26.3K followers, 12.4K engagements


"Grab Holdings #GRAB [----] Grab [----]  GMV # https://open.substack.com/pub/unclestocknotes/p/grab-holdings-grab-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/grab-holdings-grab-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/1992824427814240386)  2025-11-24T05:15Z 26.6K followers, [----] engagements


"500 Addition: CRH #CRH Carvana #CVNA Comfort Systems USA #FIX Remove: LKQ #LKQ Solstice Advanced Materials #SOLS Mohawk Industries #MHK [---] Pinterest #PINS Booz Allen #BAH SPX Technologies #SPXC [---] #PRIM#CWST#INDV#HE#LKQ#SOLS #MHK [--------] BREAKING: THE S&P [---] JUST ANNOUNCED ITS QUARTERLY REBALANCE ADDITIONS: CARVANA $CVNA COMFORT SYSTEMS $FIX CRH $CRH DELETIONS: LKQ $LKQ SOLSTICE ADVANCED MATERIALS $SOLS MOHAWK INDUSTRIES $MHK https://t.co/pxJHNnmawc BREAKING: THE S&P [---] JUST ANNOUNCED ITS QUARTERLY REBALANCE ADDITIONS: CARVANA $CVNA COMFORT SYSTEMS $FIX CRH $CRH DELETIONS: LKQ $LKQ"  
[X Link](https://x.com/Unclestocknotes/status/1997110542012408085)  2025-12-06T01:07Z 25.6K followers, [----] engagements


"Needham LEU Needham Centrus Energy (Buy) $357HALEU $39"  
[X Link](https://x.com/Unclestocknotes/status/1998275312153727109)  2025-12-09T06:15Z 26.7K followers, [----] engagements


"#CRDO Credo Technology [----] CRDO  https://open.substack.com/pub/unclestocknotes/p/crdo-credo-technology-2026-1ber=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/crdo-credo-technology-2026-1ber=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/1998461172941562334)  2025-12-09T18:34Z 26.7K followers, [----] engagements


"#COST Costco [------] 8%6732 4.500.22 [------]  5.9% 6.4% 20.5% $COST Costco Q1 FY26 (Nov. quarter). Revenue +8% Y/Y to $67.3B ($0.2B beat). EPS $4.50 ($0.22 beat). [---] warehouses (+26 Y/Y +9 Q/Q). Comparable sales Y/Y (adjusted): US +5.9%. Company +6.4%. Digitally-enabled +20.5%. https://t.co/D1K23HJK3c $COST Costco Q1 FY26 (Nov. quarter). Revenue +8% Y/Y to $67.3B ($0.2B beat). EPS $4.50 ($0.22 beat). [---] warehouses (+26 Y/Y +9 Q/Q). Comparable sales Y/Y (adjusted): US +5.9%. Company +6.4%. Digitally-enabled +20.5%. https://t.co/D1K23HJK3c"  
[X Link](https://x.com/Unclestocknotes/status/1999333211944460330)  2025-12-12T04:19Z 26.7K followers, [----] engagements


"#ALAB ALAB (NVLink + UALink) NVIDIA NVLink PCIe/CXL Astera Labs  ALAB  NVIDIA ALAB NVLink Fusion (Custom Connectivity Solutions) AMD/Intel ALAB UALink (Board Member) NVIDIA ALAB ALAB "Custom Connectivity Solutions" () Retimer NVLink FusionALAB Hyperscalers ( AWS Google Microsoft) NVIDIA Ashish Karandikar "With Astera Labs joining our growing NVLink Fusion ecosystem innovators have more choice."( Astera Labs NVLink Fusion .) NVIDIA ALAB NVLink ALAB YT Astera LabsCredo Technology  https://youtu.be/5f2LHC1RSz0si=DZn-cwcoz1YvMlht https://ualinkconsortium.org/boardofdirectors/"  
[X Link](https://x.com/Unclestocknotes/status/1999579670782615904)  2025-12-12T20:38Z 26.7K followers, 13.2K engagements


"#SOFI SoFi TechnologiesSoFiUSDSoFiUSDSoFiSoFi 1:1 #Anthony https://twitter.com/i/web/status/2001691360919728195 https://twitter.com/i/web/status/2001691360919728195"  
[X Link](https://x.com/Unclestocknotes/status/2001691360919728195)  2025-12-18T16:29Z 26.7K followers, [----] engagements


"#ONDS Ondas Holdings4M DefenseSafe Pro Group #ONDS () https://open.substack.com/pub/unclestocknotes/p/onds-ondas-holdings4m-defensesafer=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/onds-ondas-holdings4m-defensesafer=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2001793216790827449)  2025-12-18T23:14Z 25.9K followers, [----] engagements


"#CRCL Circle Internet [----] #CRCL https://open.substack.com/pub/unclestocknotes/p/crcl-circle-internet-2025-cc5r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/crcl-circle-internet-2025-cc5r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2002896109472276722)  2025-12-22T00:16Z 26.7K followers, [----] engagements


"2026 ENERGY (2025/12/25 ) ✅ [--]. (Uranium Enrichment & Materials) $LEU (Centrus Energy) HALEU SMR ✅ $CCJ (Cameco)✅ $UUUU (Energy Fuels)(ONLY U )✅ $UEC (Uranium Energy Corp) $DNN (Denison Mines) [--]. (EPC & Services) $PWR (Quanta Services) $FLR (Fluor Corporation)NuScale $J (Jacobs Solutions) $BW (Babcock & Wilcox) [--]. (Power Generation) $CEG (Constellation Energy)✅ $VST (Vistra Corp)+✅ $TLN (Talen Energy)AWS $NEE (NextEra Energy)✅ $SO (Southern Company) [--]. SMR (Advanced Nuclear & SMR) $GEV (GE Vernova) (SMR + ) $RYCEY (Rolls-Royce)() SMR $OKLO (Oklo Inc.)(ki)Sam Altman SMR ✅ $SMR (NuScale Power)"  
[X Link](https://x.com/Unclestocknotes/status/2004302729208889567)  2025-12-25T21:26Z 26.7K followers, 14.2K engagements


"2026 AI2025/12/25 ✅ [--]. AI (Robotics Automation & AI) A. (Logistics & Humanoid) $SYM(Symbotic) - $GXO(GXO Logistics) - $ATSG(ATSG) - $TSLA(Tesla) - Optimus ✅ $AMZN(Amazon) - Robotics ()✅ $RR(Richtech Robotics) - ✅ $SERV(Serve Robotics) - ✅ B. (Industrial Automation) $ROK(Rockwell Automation) $EMR(Emerson Electric) $HON(Honeywell) $TER(Teradyne) $ABB(ABB Ltd) C. AI (AI & Software Enablers) $NVDA(NVIDIA) - ✅ $GOOGL(Alphabet) - Intrinsic ()✅ [--]. (Medical & Professional) $ISRG(Intuitive Surgical) - ✅ $MDT(Medtronic) - $SYK(Stryker) - $GMED(Globus Medical) - $FARO(Faro Tech) - 3D [--]. (Healthcare &"  
[X Link](https://x.com/Unclestocknotes/status/2004461894464360804)  2025-12-26T07:58Z 26.6K followers, [----] engagements


"#ONDS Ondas # [--]. West Palm Beach () Mar-a-Lago () 10-15 "Wall Street South" () "expanding defense and technology ecosystem" () Ondas  [--]. "Holdings" () "Inc." () "Holdings" "Fully Integrated" () Anduril Palantir ++ P/S () [--]. "access to. institutional capital" ()Ondas  [--]. "First Quarter of 2026" (2026)  (120) ( 1)  (Institutional Capital) 13F https://twitter.com/i/web/status/2007314128239829033 https://twitter.com/i/web/status/2007314128239829033"  
[X Link](https://x.com/Unclestocknotes/status/2007314128239829033)  2026-01-03T04:52Z 26.7K followers, [----] engagements


"Grab Holdings Ltd. #GRAB AI Infermove () Grab [--]. 2.AI   Rider Shadow System https://sloveniatimes.com/46266/grab-acquires-chinese-ai-robotics-firm-infermove-to-strengthen-last-mile-delivery-capabilities https://sloveniatimes.com/46266/grab-acquires-chinese-ai-robotics-firm-infermove-to-strengthen-last-mile-delivery-capabilities"  
[X Link](https://x.com/Unclestocknotes/status/2008793556672987238)  2026-01-07T06:51Z 26.6K followers, [----] engagements


"Modine #MODTrane #TT Johnson Controls #JCI [----] [--] [--] Nvidia CES Rubin (VR200) 45C (113F) AI (Chillers) No Chillers needed [----] https://www.bloomberg.com/news/articles/2026-01-06/data-center-cooling-stocks-sink-after-nvidia-ceo-talks-at-ces https://www.bloomberg.com/news/articles/2026-01-06/data-center-cooling-stocks-sink-after-nvidia-ceo-talks-at-ces"  
[X Link](https://x.com/Unclestocknotes/status/2009128846818197655)  2026-01-08T05:03Z 26.3K followers, 16K engagements


"RUBIN #CRDO ( Amphenol NVLink CRDO CRDO   PCB AEC CRDO DSP CRDO  (All Optical) AEC 1.6T CRDO  DSP CRDO 1.6T AEC  AEC  PCB  CRDO VR200 CRDO  Nvidia Rubin PCB https://www.youtube.com/watchv=eTscn3rEt-U https://www.youtube.com/watchv=eTscn3rEt-U"  
[X Link](https://x.com/Unclestocknotes/status/2013131789062082949)  2026-01-19T06:09Z 26.7K followers, [----] engagements


"Sidus Space #SIDU [----]  #SIDU https://open.substack.com/pub/unclestocknotes/p/sidus-space-sidu-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/sidus-space-sidu-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2013871815358128426)  2026-01-21T07:10Z 26.7K followers, [----] engagements


"Nancy Pelosi AllianceBernstein #AB  $AB (AllianceBernstein Holding L.P.)  (Purchase) [----] [--] [--]  [----] [--] [--]  [---]  [---] ($1000001 $5000000) [-----] $39.00 - $40.00  [----] [----]  $AB [--]  [--]  [---]  [---]  AllianceBernstein (High Dividend Yield) AI  AI (#NVDA #VST) #AB https://twitter.com/i/web/status/2015821578282430661 https://twitter.com/i/web/status/2015821578282430661"  
[X Link](https://x.com/Unclestocknotes/status/2015821578282430661)  2026-01-26T16:18Z 26.7K followers, [----] engagements


"#GEV GE Vernova [----] #GEV https://open.substack.com/pub/unclestocknotes/p/gev-ge-vernova-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/gev-ge-vernova-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2016772637230260302)  2026-01-29T07:17Z 26.7K followers, [----] engagements


"#SNDK SanDisk [----] SanDisk Western Digital https://open.substack.com/pub/unclestocknotes/p/sndk-sandisk-2026r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/sndk-sandisk-2026r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2017154829492355305)  2026-01-30T08:36Z 26.7K followers, [----] engagements


"#WDC Western Digital [----]  #WDC SNDK  #WDC #STC #SNDK [----] AI https://open.substack.com/pub/unclestocknotes/p/wdc-western-digital-2026r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/wdc-western-digital-2026r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2017388668835787257)  2026-01-31T00:05Z 25.6K followers, [----] engagements


"13F Ray Dalio [----] #TSLA  Stocks Increased / Added (New Positions) #LLY - Eli Lilly (+11085 shares) 🟢 +15.13% #SE - Sea Ltd. (+298655 shares) 🟢 +100.09% #CSGP - CoStar Group (+456842 shares) 🟢 +107.98% #TSLA - Tesla (+153589 shares) 🟢 New Position #MFC - Manulife Financial (+549513 shares) 🟢 +39.13% #NOW - ServiceNow (+56394 shares) 🟢 New Position #WTW - Willis Towers Watson (+55722 shares) 🟢 +41.28% #STT - State Street Corp (+402027 shares) 🟢 +202.63% #UHS - Universal Health Services (+175131 shares) 🟢 +119.11% (TSLA) ServiceNow (NOW) (LLY)(WTW) (UHS)"  
[X Link](https://x.com/Unclestocknotes/status/1890955280474595447)  2025-02-16T02:44Z 26.7K followers, [----] engagements


"Centrus Energy (LEU)Cameco (CCJ)Constellation Energy (CEG)Vistra Corp (VST)NuScale Power (SMR) Oklo Inc. (OKLO) https://open.substack.com/pub/unclestocknotes/p/centrus-energy-leucameco-ccjconstellationr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/centrus-energy-leucameco-ccjconstellationr=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/1926500325197811760)  2025-05-25T04:47Z 26.7K followers, [----] engagements


"$VST Vistra Corp [----]  EBITDA headline Vistra (Integrated Model) AI https://open.substack.com/pub/unclestocknotes/p/vst-vistra-corp-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/vst-vistra-corp-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/1954052967633494089)  2025-08-09T05:31Z 26.7K followers, [----] engagements


"ONDS #ONDS Ondas Holdings Rift Dynamics [---] Wsp Ondas American Robotics (DOW)  [--]. Rift Dynamics (): Wsp Ondas [--]. Kitron (): Wsp [--]. Ondas Holdings ( & ): (ONDS) Rift Dynamics [--]. American Robotics () Ondas Wsp Wsp Wsp [--]. (Consumable/Expendable) [--]. (NDAA Compliant) [--]. (Battle-Ready) (NATO) [--].  [--]. Rift Ondas [-----] [--]. [---] Kitron  Ondas [--]. [--]. Ondas Optimus Iron Drone Raider Wsp / [--]. [---] [--]. [----] Wsp"  
[X Link](https://x.com/anyuser/status/1973834676034023641)  2025-10-02T19:37Z 26.7K followers, 38.9K engagements


"JP Morgan Top Picks for [----] [--]. AI Arista Networks #ANET - [--] AI Arista AI Broadcom #AVGO - [--] AI Google Meta KLA Corporation #KLAC - [--] AI (KLA ) [--]. () Guidewire #GWRE - [--] Guidewire Salesforce #CRM - [--] Salesforce "Agentforce" AI [----] [--]. () LendingClub #LC - [--] AI Visa #V - [--] TransUnion #TRU - [--] [--]. () Palo Alto Networks #PANW - [--] AI AI Bright Horizons #BFAM - [--] / AI https://twitter.com/i/web/status/2003166619015557308 https://twitter.com/i/web/status/2003166619015557308"  
[X Link](https://x.com/Unclestocknotes/status/2003166619015557308)  2025-12-22T18:11Z 26.7K followers, 11.5K engagements


"2026 Top [--] [--]. AI CoreWeave #CRWV - [--]. AI Vistra Corp #VST - CEG () [--]. AI Broadcom #AVGO - ASIC  [--]. Kratos #KTOS - [--]. TransMedics #TMDX - [--]. () Eos Energy #EOSE - [--]. Amazon #AMZN - [--]. MercadoLibre #MELI - [--]. SoFi Technologies #SOFI - [--]. () Rubrik #RBRK - https://open.substack.com/pub/unclestocknotes/p/2026-top-10r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/2026-top-10r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2004024115855085787)  2025-12-25T02:59Z 26.7K followers, 32K engagements


"50 (United Health) (#UNH) Keep an eye on this one ✍ Rep. Kevin Hern just sold off his entire $500000 position in United Health $UNH His note in the filing was "Sell to close" Hern sits on the House Subcommittee on Health https://t.co/qLaGuZSwxS Keep an eye on this one ✍ Rep. Kevin Hern just sold off his entire $500000 position in United Health $UNH His note in the filing was "Sell to close" Hern sits on the House Subcommittee on Health https://t.co/qLaGuZSwxS"  
[X Link](https://x.com/Unclestocknotes/status/2015164742890070329)  2026-01-24T20:48Z 26.7K followers, [----] engagements


"Rubrik Inc. #RBRK [--]. (The Ohio Connection) Meta: xAI: : STRS Ohio () Rubrik (#RBRK) 90.8%STRS Ohio  (Increased by 90.8%) [--]. vs.  STRS Ohio 90.8% Allworth 1000%  John Thompson CTO Arvind Nithrakashyap (RM ) [--]. Rubrik  #VST #NVDA #ONDS AI (Ransomware)  #ONDS / #LMT #VST / #CEG #RBRK / #PANW / #CRWD https://www.marketbeat.com/instant-alerts/filing-rubrik-inc-rbrk-holdings-lifted-by-strs-ohio-2026-01-27/ https://www.marketbeat.com/instant-alerts/filing-rubrik-inc-rbrk-holdings-lifted-by-strs-ohio-2026-01-27/"  
[X Link](https://x.com/Unclestocknotes/status/2016204957574160478)  2026-01-27T17:41Z 26.7K followers, [----] engagements


"#RR 35% Richtech Robotics "AI Co-Innovation Labs"  Azure AI ADAM ADAM Azure AI Richtech  Richtech Robotics #RR  + LLM () #RR (Embodied AI) https://stocktwits.com/news-articles/markets/equity/richtech-robotics-stock-jumps-what-is-the-connection-with-microsoft/cmya69iR4Lj https://stocktwits.com/news-articles/markets/equity/richtech-robotics-stock-jumps-what-is-the-connection-with-microsoft/cmya69iR4Lj"  
[X Link](https://x.com/Unclestocknotes/status/2016208553623851342)  2026-01-27T17:55Z 26.7K followers, [----] engagements


"#ONDS 🤣🤣🤣 [--]. IMC-Chicago LLC [----] [--] [--]  Ondas Inc. 257.66% [------] [----] [--] [--]  [-----] [--]. UBS Group AG () [----] [--] [--]  Ondas Inc. 126.11% [-------] [----] [--] [--] [------] [--]. Vanguard Group Inc () [----] [--] [--]  Ondas Inc. 39.89% [--------] [----] [--] [--]  [--------]  [----] #ONDS Vanguard Group [----] [---] 39.89% [---]  [----] $9.76 SEC EDGAR (Ondas Inc.) https://www.sec.gov/edgar/browse/CIK=1646188 https://www.sec.gov/edgar/browse/CIK=1646188"  
[X Link](https://x.com/Unclestocknotes/status/2017027886159397137)  2026-01-30T00:11Z 26.7K followers, 14.1K engagements


"#PYPL PayPal [----]   I take it as a lesson. # # # [--]. (The Button) TPV [--]. CEO Enrique Lores HP Fintech [--]. PayPal Branded Checkout The ButtonTPV [--]. PayPal PE https://open.substack.com/pub/unclestocknotes/p/pypl-paypal-2025-c98r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/pypl-paypal-2025-c98r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2018943810089128402)  2026-02-04T07:04Z 26.7K followers, [----] engagements


"#GLW Corning [----] LOL. #GLW https://open.substack.com/pub/unclestocknotes/p/glw-corning-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/unclestocknotes/p/glw-corning-2025r=1obcnu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/Unclestocknotes/status/2018139114722201961)  2026-02-02T01:47Z 26.7K followers, [----] engagements


"Pull1010%1pull . TSLA PLTR Long Pull 1-2 👏"  
[X Link](https://x.com/Unclestocknotes/status/1856342576913154492)  2024-11-12T14:25Z 26.7K followers, 17.2K engagements


"NVIDIA Jetson Nano Super [--]. 70-T [--]. [---] MD  #NVDA"  
[X Link](https://x.com/anyuser/status/1869133801969877204)  2024-12-17T21:33Z 26.7K followers, 35.6K engagements


"12/31/2024 [----] [--]. PLTR 300025Cover Cal2000$81000 [----] # [--]. TSM $150318020222023 AI [--]. NVDA 300%100%2000 [--]. SOFI 100%200010LEAP CallCover Call [--]. TSLASell Put Sell Put$180 Sell Put [--].   The Secret [----] Happy New Year  Wishing you health wealth and continued success in [----]. Lets make it another outstanding year together"  
[X Link](https://x.com/Unclestocknotes/status/1874002556902379793)  2024-12-31T08:00Z 26.7K followers, [----] engagements


"AI2022310 AI # # # # # # # # #24 # #20"  
[X Link](https://x.com/Unclestocknotes/status/1932069178334233074)  2025-06-09T13:36Z 26.7K followers, 24K engagements


"#SOFI 3106% [--] #HIMS 399%12 #AMD 380% [---] #NVDA #PLTR #ONDS #KTOS #RCAT #CRWV    # #"  
[X Link](https://x.com/anyuser/status/1946189237273219380)  2025-07-18T12:44Z 26.7K followers, 18.3K engagements


"❌ ❌ LineTelegramWhatsApp ✅   Disclaimer and Friendly Reminder Hello friends The content provided on this site represents my personal analysis and observations of companies industry trends and financial conditions as of a specific date. It is intended for readers' reference only and does not constitute any form of solicitation inducement recommendation to buy or sell or a guarantee of profit or loss. Before making any investment decisions please be sure to carefully evaluate the risks and your own financial situation. You are solely responsible for the results of your investments. Furthermore"  
[X Link](https://x.com/Unclestocknotes/status/1953582271367459147)  2025-08-07T22:21Z 26.7K followers, 97.7K engagements


"NVDA  [--]. (TAM) [----] AI [----] [--] [----] [--]. NVIDIA (Market Share) NVIDIA AI 90% AMDIntel Google Amazon CUDA NVIDIA 60% $7000 () x 60% () = $4200 NVIDIA 50% 40% = $4200 x 40% = $1680  [---] EPS)$1680  [---]  $6.72 / [--]. Future P/E NVIDIA  [----] NVIDIA Microsoft [--] [--] [--]. NVIDIA [----] a. Base Case  60% 40% [--]  $6.72 (EPS) x [--] (P/E) = $235.2 b. Bull Case CUDA 70% 50% [--] EPS $9.8 = $9.8 x [--] = $392 c. Bear Case  50% 35% [--] EPS $4.9 = $4.9 x [--] = $122.5 # #"  
[X Link](https://x.com/anyuser/status/1954674456892219811)  2025-08-10T22:41Z 26.7K followers, 15.1K engagements


"1. ETFSHYBILGLD [--]. [--].  [--]. [--]. [--]. [--------] 🔹 19901992/ 📉 1990/7/13 Fed (8.25%8.00%) ➡ S&P500 1990/10 -20% 🔹 1998/LTCM 📉 1998/9/29 (5.50%5.25%) ➡ S&P500 [---] -19% [--------] 🔹 19901992/ 📉 1990/7/13 Fed (8.25%8.00%) ➡ S&P500 1990/10 -20% 🔹 1998/LTCM 📉 1998/9/29 (5.50%5.25%) ➡ S&P500 [---] -19%"  
[X Link](https://x.com/Unclestocknotes/status/1965808703958925323)  2025-09-10T16:04Z 26.7K followers, 25.1K engagements


"NVDA $TSM $AVGO $ASML $STX $MU CRDO $ALAB $RMBS $CLS ORCL $NBIS $IREN $APLD $CRWV IONQ $RGTI $QBTS PL $RKLB $ASTS COIN $HUT $MARA $CIFR $GLXY HOOD $PGY $NU $DLO $SOFI BE $TLN $CEG $VST $AMSC OKLO $LEU $NNE $GEV $LTBR PLTR $SNOW $APP $INOD TSLA $RR $SERV HIMS $TEM EOSE MVST META AAPL ONDS UMAC RCAT UAMY MP IDR CRWD NET CYBR TSLA GOOGL AEVA HSAI PONY AUR ZK How to set up your portfolio for the future: Chips: $NVDA $TSM $AVGO $ASML $STX $MU Networking: $CRDO $ALAB $RMBS $CLS Data Centers: $ORCL $NBIS $IREN $APLD $CRWV Quantum: $IONQ $RGTI $QBTS Space: $PL $RKLB $ASTS Crypto: $COIN $HUT $MARA"  
[X Link](https://x.com/anyuser/status/1969119649473106159)  2025-09-19T19:21Z 26.7K followers, 47.5K engagements


"under [--] [--]. #GRAB [--]. #ONDS [--]. #NVTS [--]. #EOSE [--]. #RR"  
[X Link](https://x.com/anyuser/status/1969415594450829601)  2025-09-20T14:57Z 26.7K followers, 25.4K engagements

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