#  @YeahDrDave YeahDave YeahDave posts on X about $eose, $asts, $rklb, $te the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::942906776562819072/interactions)  - [--] Week [-------] +66% - [--] Month [---------] -23% - [--] Months [----------] +16,941% - [--] Year [----------] +353,280% ### Mentions: [--] [#](/creator/twitter::942906776562819072/posts_active)  - [--] Week [--] -30% - [--] Month [---] +32% - [--] Months [---] +1,189% - [--] Year [---] +5,546% ### Followers: [------] [#](/creator/twitter::942906776562819072/followers)  - [--] Week [------] +1.30% - [--] Month [------] +14% - [--] Months [------] +5,649% - [--] Year [------] +11,160% ### CreatorRank: [-------] [#](/creator/twitter::942906776562819072/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) #4717 [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [automotive brands](/list/automotive-brands) [exchanges](/list/exchanges) [celebrities](/list/celebrities) [products](/list/products) [social networks](/list/social-networks) **Social topic influence** [$eose](/topic/$eose) #58, [$asts](/topic/$asts) #87, [$rklb](/topic/$rklb) #81, [$te](/topic/$te) #33, [$cccx](/topic/$cccx), [$hood](/topic/$hood) #358, [ai](/topic/ai), [money](/topic/money), [solar](/topic/solar), [$infq](/topic/$infq) **Top accounts mentioned or mentioned by** [@yeahdrdave](/creator/undefined) [@spacanpanman](/creator/undefined) [@blackscholesman](/creator/undefined) [@pennycheck](/creator/undefined) [@yeahdave](/creator/undefined) [@stonkshepherd](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@kingtutcap](/creator/undefined) [@spaceinvestord](/creator/undefined) [@grok](/creator/undefined) [@parallelairev](/creator/undefined) [@krossroads](/creator/undefined) [@amitisinvesting](/creator/undefined) [@aiwayfinder](/creator/undefined) [@vladtenev](/creator/undefined) [@docofgothm](/creator/undefined) [@robinhoodapp](/creator/undefined) [@hiteshkar](/creator/undefined) [@accountingds](/creator/undefined) [@rklbman](/creator/undefined) **Top assets mentioned** [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Redwire Corporation (RDW)](/topic/$rdw) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/$btc) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SPX6900 (SPX)](/topic/$spx) [QuantumScape Corporation (QS)](/topic/$qs) [Ethereum (ETH)](/topic/$eth) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [IonQ, Inc. (IONQ)](/topic/$ionq) [RAI Finance (SOFI)](/topic/$sofi) [Bloom Energy Corporation (BE)](/topic/$be) [First Solar, Inc. (FSLR)](/topic/$fslr) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Velo (VELO)](/topic/$velo) [Strategy (MSTR)](/topic/$mstr) ### Top Social Posts Top posts by engagements in the last [--] hours "@ParallelAiRev @AIWayfinder @ParallelTCG $PRIME is one of my largest spot holdings but I think some of the concern I am hearing is with the question of the value of the $PRIME token going forward. So far the narrative there is that there are constant unlocks with the team/investors dumping" [X Link](https://x.com/YeahDrDave/status/1799867114582573095) 2024-06-09T18:12Z [---] followers, [----] engagements "@ParallelAiRev @AIWayfinder @ParallelTCG Sure but I think people are being shortsighted in that regard as well. There is value in $PRIME outside of this caching thing. It is one of the only legit gaming investment options in this space and maybe one of the only real and durable crypto investments in general" [X Link](https://x.com/YeahDrDave/status/1799869018687598777) 2024-06-09T18:19Z [---] followers, [---] engagements "@ParallelAiRev @AIWayfinder @ParallelTCG Exactly I think it is an additional value add to $PRIME. One of many. But not the only one. This caching thing is one of several reasons $PRIME has value and demonstrates that the team continues to strategize execute and bring value at a high level" [X Link](https://x.com/YeahDrDave/status/1799870266366914862) 2024-06-09T18:24Z [---] followers, [--] engagements "Even if you dont care about $PRIME or crypto games or whatever; I think treating this caching as a way to get into a seed round for an actually useful AI project ( $PROMPT) is interesting" [X Link](https://x.com/YeahDrDave/status/1799961832167539096) 2024-06-10T00:28Z [---] followers, [---] engagements "If you have never held $PRIME or don't care about it at all but think AI or the wayfinder tech might be valuable then it makes sense to buy $PRIME and jam it into max multiplier to get a bigger piece of the allocation when $PROMPT launches in a few months" [X Link](https://x.com/YeahDrDave/status/1799961840723833149) 2024-06-10T00:28Z [---] followers, [---] engagements "Then at worst you can write off the original $PRIME used as seed investor money and if you get any of your principle back in three years then it is the cherry on top. Oh and it doesn't hurt that $PRIME itself is one of the few legit projects in actual use in crypto" [X Link](https://x.com/YeahDrDave/status/1799961870633500900) 2024-06-10T00:28Z [---] followers, [---] engagements "If three years is too much then do [--] days and just keep extending. Jump out whenever and you will still get a bunch of $PROMPT. I think this $PRIME decline now is just a symptom of the overall market mopeyness and shortsightedness" [X Link](https://x.com/YeahDrDave/status/1799961885091254631) 2024-06-10T00:28Z [---] followers, [---] engagements "@SenkuTrades It also helps that the top [--] wallets are holding strong and are patient. A solid amount of accumulation going on as well. Many six figure twap sells have been absorbed" [X Link](https://x.com/YeahDrDave/status/1802203165062013341) 2024-06-16T04:54Z [---] followers, [---] engagements "@ParallelAiRev @AIWayfinder @ParallelTCG But by caching some for PROMPT and selling the rest it sounds like the community is voting that holding $PRIME itself has otherwise lost it's value I still think the emphasis should be the value of holding/buying $PRIME outside of "swapping" it for PROMPT" [X Link](https://x.com/YeahDrDave/status/1802556570062225413) 2024-06-17T04:19Z [---] followers, [---] engagements "@SenkuTrades @Tezsi_ I am with you I will defend $USA as well" [X Link](https://x.com/YeahDrDave/status/1802882469701538169) 2024-06-18T01:54Z [---] followers, [---] engagements "@ParallelAiRev @AIWayfinder That would just dilute all of the cached $PRIME holders who gave their support" [X Link](https://x.com/YeahDrDave/status/1803268110998528402) 2024-06-19T03:26Z [---] followers, [---] engagements "The deadline to max cache your $PRIME is in [--] hours. $9 per $PRIME Thanks Just grabbed [--] figs more $PRIME with this 50% discount and added it to the pile. [--] year max multiplier grace period ends Wednesday June [--] [----] [----] UTC (in [--] hours)" [X Link](https://x.com/YeahDrDave/status/1803308314702270813) 2024-06-19T06:06Z [---] followers, [--] engagements "@ParallelAiRev Not to kick a horse while it is down (as I am also on that horse) but other than swapping $PRIME for $PROMPT there isn't much discussion on the value of holding $PRIME itself. A lot of the other things mentioned don't particularly benefit those holding $PRIME specifically" [X Link](https://x.com/YeahDrDave/status/1806043412652822798) 2024-06-26T19:14Z [---] followers, [---] engagements "$RKLB is literally restructuring in anticipation of Golden Dome involvement and Neutron is not delayed and they are building a satellite program due to customer demand yet people are selling because Silly" [X Link](https://x.com/YeahDrDave/status/1920841761045291056) 2025-05-09T14:02Z [---] followers, [---] engagements "I read virtually everything you post on this topic because your posts are well thought out and appreciated. My only comment here is that we don't know what the final Starlink V3 design and capabilities will be. As someone heavily invested in $ASTS I think its important that the community avoid being overly generous to $ASTS and overly negative to competition so that healthy/meaningful conversations are not clouded by bias" [X Link](https://x.com/YeahDrDave/status/1928492294946042212) 2025-05-30T16:42Z [---] followers, [---] engagements "@techinvestoor @spacanpanman @ASTS_SpaceMob @samsolid57 These spacemob community members have already put in tons of their time and there are many threads people can look at for a basic understanding of the thesis behind $ASTS" [X Link](https://x.com/YeahDrDave/status/1928641538592006269) 2025-05-31T02:35Z [---] followers, [---] engagements "$RKLB I don't think we have begun to price in the impact of Neutron achieving a controlled retrievable splashdown. This milestone will not only open a new chapter for Rocket Lab that will begin to dwarf the past but also carry profound symbolic significance for humanity. Developing a reusable rocket is a monumental feat one only relatively recently accomplished by just SpaceX. However SpaceX shares arent easily accessible. How does one financially express optimism and excitement for humanity's entrance into a new space age $RKLB What will that kind of expression be worth" [X Link](https://x.com/YeahDrDave/status/1929352573464813607) 2025-06-02T01:41Z [---] followers, [----] engagements "The majority of $RKLB's income is NOT from launch. Rocket lab is a space manufacturing company. Launch is just a necessity for the rest of it's roadmap. https://x.com/hypergrowth102/status/1929644098723762198 @DeepValueBagger @ashleybezamat It absolutely matters. ASTS actually has a decent chance of dominating D2C. $RKLB has .001% chance of dominating launch. Their margins will be sh*t as well because of it. https://x.com/hypergrowth102/status/1929644098723762198 @DeepValueBagger @ashleybezamat It absolutely matters. ASTS actually has a decent chance of dominating D2C. $RKLB has .001% chance" [X Link](https://x.com/YeahDrDave/status/1929649262809469370) 2025-06-02T21:20Z [---] followers, [---] engagements "@hypergrowth102 @DeepValueBagger @ashleybezamat The majority of $RKLB's income is NOT from launch. Rocket lab is a space manufacturing company. Launch is just a necessity for the rest of it's roadmap" [X Link](https://x.com/YeahDrDave/status/1929649613004591534) 2025-06-02T21:21Z [---] followers, [---] engagements "Being able to get into space in a relatively affordable manner is a necessary evil and essential to $RKLB's business and basically every space company's business. $RKLB will be beholden to no one. Also no one other than SpaceX is making reusable rockets. If you keep throwing away your rockets then you are going to get left behind. In the coming space age $RKLB becomes a gatekeeper. There is a lot of value in that" [X Link](https://x.com/YeahDrDave/status/1929652590557778066) 2025-06-02T21:33Z [---] followers, [---] engagements "@Kross_Roads The shady timing on Bank of America and Citi deciding now is a good time to reiterate their sell rating again for no reason likely contributed to the $HIMS reversal" [X Link](https://x.com/YeahDrDave/status/1930115941091946695) 2025-06-04T04:14Z [---] followers, [---] engagements ""Since Thursdays exchange at least three commercial space companies Rocket Lab $RKLB Stoke Space and Jeff Bezoss Blue Origin have been contacted by government officials about the status of their rockets and when they might be available for government missions" "One NASA official said that watching the feud between Trump and Musk play out on social media Thursday at first was entertaining. But once Musk called for decommissioning Dragon it turned really terrifying. Here we go." [X Link](https://x.com/YeahDrDave/status/1931426896753184818) 2025-06-07T19:03Z [---] followers, [---] engagements "$ASTS / $RKLB The world has woken up to the need for hypersonic missile defense. One thing this unfortunate escalation has shown is the stark difference between "regular" ballistic missiles vs the way hypersonic missiles are able to cut through defenses. Being able to detect these missiles in their orbital/sub-orbital phases will be essential. $ASTS and their unmatched orbital arrays will play a critical role in their detection/tracking and $RKLB is a leader in hypersonic rocket technology" [X Link](https://x.com/YeahDrDave/status/1934327588484481284) 2025-06-15T19:10Z [---] followers, 10.4K engagements "$HIMS is essentially creating a whole new market. Getting adult prescriptions into gummy form and on top of that adding personalized additional supplements is a big leap forward in modernizing medicine away from "pharma pills". Also they aren't sourcing this from the outside. Building ground up tooling engineering and quality control in house speaks to a high level of execution ability and larger future ambitions. Lastly the product design and marketing expertise is noteworthy as well" [X Link](https://x.com/YeahDrDave/status/1935217856515551435) 2025-06-18T06:07Z [---] followers, [---] engagements "The issue is the narrative. The market will not give $GRAB it's due attention if they don't make AI their core/foundational narrative. [--]. It remains to be seen how quickly autonomous vehicles disrupt SEA. I don't think we can be so confident that it won't have some effect. But again yes the reality will be nuanced whoever the AI narrative would ask "why would I risk dead money betting autonomous wont be a factor in SEA". As you say in your research paper they just had a product day in April and it was not very "AI sexy". You mention that in their product day they showed: "GrabFood for One" [X Link](https://x.com/YeahDrDave/status/1936866928272044455) 2025-06-22T19:20Z [---] followers, [---] engagements "100% If they use that money to show (and not just tell as Karp likes to say) that they truly get the AI/stablecoin future then $GRAB becomes very interesting all of a sudden. Until then I think we are all wondering if they will dig themselves in a deeper hole of "more of the same" and head the way of $APPL. Just being bigger is not going to cut it anymore and in a lot of ways can be negative" [X Link](https://x.com/YeahDrDave/status/1936871196446117916) 2025-06-22T19:37Z [---] followers, [---] engagements "Big fan of $VG Venture Global. $NEXT NextDecade on the other hand is an interesting dilemma. I have a smaller position in it after it won its legal battles against the DC activist judges. They smartly did not stop construction while fighting against the criminal and wasteful abuse of power from these "judges". Now it is a race against the clock to try to finish building out their terminal and infrastructure before the projected LNG glut in 2027/28. Hopefully the glut does not materialize as LNG becomes more and more of a stop gap energy source for the AI boom while nuclear ramps up. Also the" [X Link](https://x.com/YeahDrDave/status/1936927281601290386) 2025-06-22T23:20Z [---] followers, [----] engagements "Wild doesn't even describe it. It's crazy to be getting this much APY lending out $ASTS shares on top of the crazy gains. The Verizon deal hasn't even been announced. SPY isn't even back to ATH. And now your telling me there's $2.7B in distressed shorts on a $15B stock $ASTS: Pretty wild indeed 31% of float is short $ASTS: Pretty wild indeed 31% of float is short" [X Link](https://x.com/YeahDrDave/status/1937384400641228882) 2025-06-24T05:36Z [---] followers, [---] engagements "@EndicottInvests $RKLB is breaking into Europe (ESA sat launch). Big TAM expansion" [X Link](https://x.com/YeahDrDave/status/1938247844080849388) 2025-06-26T14:47Z [---] followers, [---] engagements "@Kross_Roads are a significant influx of defaults and missed payments an issue for $SOFI" [X Link](https://x.com/YeahDrDave/status/1939531624716325234) 2025-06-30T03:49Z [---] followers, [---] engagements "@Kross_Roads That's almost a moat in and of itself if it holds up. I do wonder though how this delinquency data (which was during the forbearance period) will change going forward" [X Link](https://x.com/YeahDrDave/status/1939533146783142029) 2025-06-30T03:55Z [---] followers, [---] engagements "The next phase for $ASTS and $RKLB now begins. There will be a rapid re-rating of these companies from speculative optimism to essential US (then world) infrastructure for the coming data and space age. Trump: We are working on building a golden dome for air defense over our country to protect it from enemies and it is larger and stronger than the Iron Dome. Trump: We are working on building a golden dome for air defense over our country to protect it from enemies and it is larger and stronger than the Iron Dome" [X Link](https://x.com/YeahDrDave/status/1941257827332632984) 2025-07-04T22:08Z [---] followers, [---] engagements ""Is it because they've decided that the short thesis is dead or is it because the position is too risky/expensive" Both and the company has demonstrated a strong desire to avoid dilution and the company is less and less likely to need dilution and the institutional buying has been a freight train and the diehard Spacemob are no joke and they are scared of what's about to come" [X Link](https://x.com/YeahDrDave/status/1941724452594778453) 2025-07-06T05:02Z [---] followers, [----] engagements "$ASTS could have diluted like crazy for the Ligado deal and a number of other excuses but so far they are using dilution judiciously. A lot of other vapid so called "retail meme stocks" use it at first opportunity. Let's see what the instructional ownership looks like after the quarter end disclosures. Retail is becoming a force to be reckoned with. Many institutional players just got put horribly off sides by retail during the recent tariff hysteria. It's no longer a small factor. In this context Spacemob in particular is growing and their conviction looks past traditional valuation metrics." [X Link](https://x.com/YeahDrDave/status/1941736817474064686) 2025-07-06T05:51Z [---] followers, [----] engagements "@KevinLMak The "scared of what's to come" was not a reference to Spacemob but an additional reason in itself as to why shorting now is a bad idea. The risk of significant upcoming catalysts makes shorting far more dangerous compared to the relatively quite prior months" [X Link](https://x.com/YeahDrDave/status/1941738535834485017) 2025-07-06T05:58Z [---] followers, [---] engagements "@chamath Palantir seems to be the unicorn that is delivering real AI benefits" [X Link](https://x.com/YeahDrDave/status/1941768013801476322) 2025-07-06T07:55Z [---] followers, [----] engagements "@SpaceInvestor_D I gotta admit I'm kind of skeptical about $RDW. I've been in and out of the name over the last year and have done decently well with it but it's been hard to build conviction long term. I think most of what it does $RKLB could also do. $RDW is quite the Frankenstein company" [X Link](https://x.com/YeahDrDave/status/1941868332128587905) 2025-07-06T14:34Z [---] followers, [---] engagements "@Kross_Roads @bkim05 @cantonmeow why what does $COIN offer that $HOOD doesn't or wont soon offer The gap between take rates will narrow" [X Link](https://x.com/YeahDrDave/status/1941951813055639966) 2025-07-06T20:06Z [---] followers, [--] engagements "$RKLB Recent events have accelerated Rocket Lab's ascent into being the best way to place a clean bet on the coming space age. Is this the early "unicorn" $NVDA/ $PLTR/ $HOOD play for space $RKLB I don't think we have begun to price in the impact of Neutron achieving a controlled retrievable splashdown. This milestone will not only open a new chapter for Rocket Lab that will begin to dwarf the past but also carry profound symbolic significance for humanity. https://t.co/tK0F9zOUcy $RKLB I don't think we have begun to price in the impact of Neutron achieving a controlled retrievable" [X Link](https://x.com/YeahDrDave/status/1941956463720849643) 2025-07-06T20:24Z [---] followers, [---] engagements "I guess the question is how does any of that have anything to do with Golden Dome or Elon drama though. It's not that $RDW has no value but that its thesis is pretty muddy right now and the debate is whether it truly disserves the third spot next to the crystal clear $ASTS/ $RKLB thesis" [X Link](https://x.com/YeahDrDave/status/1941965992189689901) 2025-07-06T21:02Z [---] followers, [---] engagements "$OSS is a very interesting AI play creating rugged radiation/water/vibration proof AI hardware to take AI data center capabilities into harsh environments in military and commercial applications in air land sea and space. It is an $NVDA OEM partner and the only OEM partner with a NVLink design license. These tanks submarines planes satellites agricultural/construction vehicles will need rugged and mobile AI hardware. I have been building a position for months in this $2.50-$3.00 range. With $1B in the pipeline even now at $4 and $80M marketcap (eighty million) it is a very cheap high" [X Link](https://x.com/YeahDrDave/status/1941976623219388513) 2025-07-06T21:44Z [---] followers, [----] engagements "$ASTS The US government will eventually pay a lot of $$$ to have its own ASTS constellation rather than share a civilian one. That includes paying for the satellites as well as recurring payments to run the constellation" [X Link](https://x.com/YeahDrDave/status/1942365072111853914) 2025-07-07T23:28Z [---] followers, [----] engagements "$OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones and cleared by DOD for use in other unmanned systems across the industry -Robotics: last mile driverless delivery mapping and humanoid robotics sensors/coordination -Industrial: warehouse automation agriculture mining and construction -Smart City Infrastructure: transportation systems/roads and traffic management perimeter security crowd analytics -Automotive: robotaxi robotrucking shuttles/busses Digital/solid state lidar benefits from no moving parts and benefits from greater ease of" [X Link](https://x.com/YeahDrDave/status/1942569366253625424) 2025-07-08T13:00Z [---] followers, [----] engagements "Been in $QS as well. As someone who works in ESS (energy storage systems) has said: "$QS is way ahead in solid state batteries and they are the only company in human history to achieve an anode-free pure lithium battery (which is considered the holy grail of battery tech). Their only limitation now is the production rate of it's ceramic components." On the other hand they are burning money like crazy. [----] Operating Expenses: $215.3 million [----] Operating Expenses: $420.6 million [----] Operating Expenses: $479.0 million [----] Operating Expenses: $525.2 million For the fourth quarter of 2024" [X Link](https://x.com/YeahDrDave/status/1942762869680136707) 2025-07-09T01:48Z [---] followers, [---] engagements "$VG Venture Global will be the largest US LNG producer and eventually will be the world's largest LNG supplier. Nuclear and solar will take over [--] years to ramp. In the meantime data centers will devour LNG for their energy needs. Venture Global is expected to become Germany's largest LNG supplier @CNBC @SullyCNBC https://t.co/1nd5I0iPvR Venture Global is expected to become Germany's largest LNG supplier @CNBC @SullyCNBC https://t.co/1nd5I0iPvR" [X Link](https://x.com/YeahDrDave/status/1943068079602438649) 2025-07-09T22:01Z [---] followers, [---] engagements "$RKLB Golden dome and hypersonic missile defense. Don't say there were no signs. This isn't some low level visit. The newly selected commander of Space Command and this is one of his first tours. $RKLB wont be an $18B company for long. It was an honor to host Gen. Stephen Whiting Commander of U.S. Space Command for a recent tour of the production line for our Electron and HASTE launch vehicles. Were proud to support both national security and commercial missions with responsive launch innovative https://t.co/itz1Vixf2z It was an honor to host Gen. Stephen Whiting Commander of U.S. Space" [X Link](https://x.com/YeahDrDave/status/1943117929433960939) 2025-07-10T01:19Z [---] followers, [----] engagements "$OSS had no business being at 50-80M market cap. No one else is making such powerful AND resilient hardware. $OSS Lake Street today has updated its outlook on One Stop Systems increasing the stock's price target from $3.50 to $6 while maintaining a Buy rating. Stock is up +17% today https://t.co/EbDKIdwCpe $OSS Lake Street today has updated its outlook on One Stop Systems increasing the stock's price target from $3.50 to $6 while maintaining a Buy rating. Stock is up +17% today https://t.co/EbDKIdwCpe" [X Link](https://x.com/YeahDrDave/status/1943785477230014500) 2025-07-11T21:32Z [---] followers, [----] engagements "@JSpitTrades Thank you. Big fan of $HIMS long term and appreciate your charts and point of view. Don't let those on the left side of the curve get under your skin" [X Link](https://x.com/YeahDrDave/status/1944481225055576355) 2025-07-13T19:37Z [---] followers, [---] engagements "@FunOfInvesting @Kross_Roads It's not just that. You know full well that $HIMS revenue comparisons are pretty meaningless when they spend so much on advertising. This is click bait for the $HIMS retail crowd" [X Link](https://x.com/YeahDrDave/status/1946706345585188886) 2025-07-19T22:58Z [---] followers, [--] engagements "@SpaceInvestor_D With the taxes that would need to be paid you would need $ASTS and $RKLB to go down quite a bit. Trimming can sound wise and prudent but the math often doesn't work out. Using options for downside protection is the better move" [X Link](https://x.com/YeahDrDave/status/1947304583572648102) 2025-07-21T14:36Z [---] followers, [----] engagements ""Bears will say they only thing certain with AST Spacemobile is dilution and thats has been true from IPO till now" I don't know if I'd say this is true. The dilution has been very sparing and strategic as you mention in the rest of your post. It has been far less than most other similar small companies that have had a massive run" [X Link](https://x.com/YeahDrDave/status/1948489872974495890) 2025-07-24T21:06Z [---] followers, [--] engagements "Other public companies involved in this area are the big guys including Raytheon $RTX that has its own quantum sensing division in collaboration with DARPA with a focus on sensing imaging and navigation (similar to $FEIM) Honeywell $HON has a subsidiary (Quantinuum) using quantum sensing for cybersecurity and machine learning (some overlap with both $FEIM and $ALMU) and $IBM has a division dedicated to ultra-precise measurement systems (overlapping with $FEIM)" [X Link](https://x.com/YeahDrDave/status/1949195400277352929) 2025-07-26T19:49Z [---] followers, [---] engagements "@JSpitTrades $ACHR is likely a scam. Basically just CGI and props/displays. Might be worth a brief trade (not worth the risk even for that IMO) but be careful beyond that" [X Link](https://x.com/YeahDrDave/status/1949251671546315008) 2025-07-26T23:33Z [---] followers, [---] engagements "@spacanpanman The terms of this raise are flat out amazing. $575M for 2.375% interest and essentially no dilution until $ASTS is above $120 I don't think I have seen anything like this for a company at this stage and in this interest rate environment have you" [X Link](https://x.com/YeahDrDave/status/1950354263093498078) 2025-07-30T00:34Z [---] followers, [----] engagements "@DividendStreams @anthonynoto what about the fact that hours earlier when specifically asked on CNBC he said the balance sheet is adequate and a raise wont be needed currently" [X Link](https://x.com/YeahDrDave/status/1950359273357398057) 2025-07-30T00:54Z [---] followers, [----] engagements "$ASTS was instantly dumped 13% for this People still don't get it. There is still a ton of edge in actually understanding $ASTS in not only the magnitude of what they are about to accomplish but also how skilled they are in going about it. @spacanpanman The terms of this raise are flat out amazing. $575M for 2.375% interest and essentially no dilution until $ASTS is above $120 I don't think I have seen anything like this for a company at this stage and in this interest rate environment have you @spacanpanman The terms of this raise are flat out amazing. $575M for 2.375% interest and" [X Link](https://x.com/YeahDrDave/status/1950363857899442346) 2025-07-30T01:12Z [---] followers, [---] engagements "@MarvenzzFranc @DividendStreams @anthonynoto They could have mentioned it in the earnings call instead of baiting everybody first. Also could have just stopped at "we will do what's best for the company and explore all options" instead of directionally saying "we don't need to raise to accomplish our goals"" [X Link](https://x.com/YeahDrDave/status/1950387235117052072) 2025-07-30T02:45Z [---] followers, [---] engagements "Your welcome to educate the rest of us "retail" peasants without the condescension. Would help counter the prevailing sentiments against both hedge fund managers and "elite" universities instead of reinforcing it. Sure you have a point it cost $53M to structure the deal in this way which should be taken into consideration thank you" [X Link](https://x.com/YeahDrDave/status/1950596520409256218) 2025-07-30T16:37Z [---] followers, [---] engagements "$OSS is holding up incredibly well during the last few turbulent days which says a lot. It is starting to get some notice as well. $120M mcap micro cap that is an $NVDA partner and essentially the only one making rugged AI hardware for the field. Did you notice that Alliance Global recently raised the price target for $OSS to $6.50 keeping a Buy rating on the shares https://t.co/pYCQQ0qS3A Did you notice that Alliance Global recently raised the price target for $OSS to $6.50 keeping a Buy rating on the shares https://t.co/pYCQQ0qS3A" [X Link](https://x.com/YeahDrDave/status/1950956299581309048) 2025-07-31T16:26Z [---] followers, [---] engagements "@daveginvesting put it well the last time you brought this up: "MDA has been working on their Aurora platform for ages and Rocket Lab just announced Flatellite less than two weeks ago of course it hasn't won anything against Aurora yet." They are focused on Neutron and don't have infinite talent and infinite money. Once they actually have a competing product then we can judge it's success" [X Link](https://x.com/YeahDrDave/status/1951296944489505170) 2025-08-01T15:00Z [---] followers, [----] engagements "That would would definitely be an interesting point. Do you have the source for that That the flatellite project has been in active development for [--] years Genuinely would love to track that development. Three years ago Rocket lab was tiny and had only had [--] successful electron launches so that would definitely be surprising" [X Link](https://x.com/YeahDrDave/status/1951306275092046186) 2025-08-01T15:37Z [---] followers, [---] engagements "1 - it seems $RKLB has no real flatellite product yet and when competing against an established company focused on satellites who has a more developed product I wouldn't fault them for not choosing RKLB. If we are arguing that RKLB is late and should have flatellite in its final stages then that's a different discussion. [--] - Beck is definitely risk averse (as much as rocket companies can be risk averse). Many/most space companies are now dead. So much is riding on Neutron and they are already taking on more risk with the flatellite program as it is. If they just started throwing even more" [X Link](https://x.com/YeahDrDave/status/1951308304115999141) 2025-08-01T15:45Z [---] followers, [---] engagements "yea point [--] is fair. Beck is a masochist. He has often said that not having lots of money and having to fight and sweat for every inch has been their edge. At this stage having some cushion for Neutron not going smoothly would not be a bad idea unless you are a madman and have supreme confidence" [X Link](https://x.com/YeahDrDave/status/1951311850399998299) 2025-08-01T15:59Z [---] followers, [--] engagements "@kingtutcap People probably have no idea that $JOBY has $710M in cash and only $30M in debt. Maybe not wasting money on pointless promotions and CGI ( $ACHR) has it's advantages (not to mention an actual product). Why would you discuss buying another company if you aren't ready to ramp" [X Link](https://x.com/YeahDrDave/status/1951739035715764324) 2025-08-02T20:17Z [---] followers, [---] engagements "People probably have no idea that $JOBY has $710M in cash and only $30M in debt. Maybe not wasting money on pointless promotions and CGI ( $ACHR) has it's advantages (not to mention an actual product). Why would you discuss buying another company if you aren't ready to ramp $JOBY Bloomberg: Joby Said to Weigh Deal for Helicopter Ride-Share Operator Blade $BLDE Joby has been evaluating a deal for Blade which sells per-seat helicopter trips from New York City to nearby airports and resort towns said the people who asked to not be identified https://t.co/ZIOvwRoR9R $JOBY Bloomberg: Joby Said to" [X Link](https://x.com/YeahDrDave/status/1951739146621555167) 2025-08-02T20:17Z [---] followers, [---] engagements "$ASTS Elon Musk just confirmed: -Threat to MNO's (Verizon ATT etc) -Can't deploy his $17B worth of spectrum because it needs new chips phones currently don't have and will likely not have for another two years @spacanpanman @thekookreport @kingtutcap https://youtu.be/qeZqZBRA-6Qt=1012 https://youtu.be/qeZqZBRA-6Qt=1012" [X Link](https://x.com/YeahDrDave/status/1965620010120036708) 2025-09-10T03:35Z [---] followers, [--] engagements "$ASTS Elon Musk just confirmed: -He is a threat to MNO's (Verizon AT&T etc) -He can't deploy the $17B worth of spectrum. It requires new phone chips currently not present and likely will not be available for another two years @spacanpanman @thekookreport @kingtutcap" [X Link](https://x.com/YeahDrDave/status/1965627903569527287) 2025-09-10T04:06Z [---] followers, 181K engagements "Some additional thoughts: [--]. The MNO's will fight back [--]. The cellphone manufacturers have several reasons they will not support Elon's war (see #1) [--]. Two Elon years for chips to start to maybe show up plus how many more years for them to be widespread [--]. $ASTS is way ahead and will start service to any and all phones in a few months. The current $ASTS of $37 is way more of a sure thing than it was at $22 back in May. Fully funded balance sheet ramped manufacturing capacity validated technology government contracts and more MNO agreements. Elon just paid $17B for a sub-optimal sliver of" [X Link](https://x.com/YeahDrDave/status/1965660388948935158) 2025-09-10T06:15Z [---] followers, 21K engagements "$EOSE 2B marketcap battery/AI play Breaking out of a three year consolidation range (similar to $RKLB $HOOD $PLTR) If you want a small cap that hits on both the energy and AI meta this is it. Checks off the driven "founder CEO" box. Their batteries are specifically an AI data center fit (listen to the CEO below). Non-flammable zinc batteries Can be housed indoors Not rare earth dependent U.S. based production/supply chain Does not require complex cooling Both short and long duration discharge $4.63 average entry. Looks ready. Supercut of Eos Energy CEO Joe Mastrangelo and Engie North America" [X Link](https://x.com/YeahDrDave/status/1966864452902408622) 2025-09-13T14:00Z [---] followers, [---] engagements "$ASTS is everyone just waiting for a green candle to panic back in 🤦♂ 🚨BREAKING NEWS $AAPL and $ASTS SHOWCASE iOS [--] DEV BETA WITH NATIVE FACETIME APP DOING LIVESTREAM OVER BLUEBIRD SATELLITE 🚨 🥷THIS iOS RELEASE IS NOT PUBLIC YET 🍏🛰 APPLE AND AST WORKING IN TANDEM TO PERFECT SAT2CELL 🛰📲 PERFORMANCE ON iPHONE. 🐈 CATSE: -THIS IS THE WAY 🚨BREAKING NEWS $AAPL and $ASTS SHOWCASE iOS [--] DEV BETA WITH NATIVE FACETIME APP DOING LIVESTREAM OVER BLUEBIRD SATELLITE 🚨 🥷THIS iOS RELEASE IS NOT PUBLIC YET 🍏🛰 APPLE AND AST WORKING IN TANDEM TO PERFECT SAT2CELL 🛰📲 PERFORMANCE ON iPHONE. 🐈" [X Link](https://x.com/YeahDrDave/status/1967401148094247129) 2025-09-15T01:32Z [---] followers, [----] engagements "$RKLB The community has been asking them to raise capital and now nearly everyone is glad they finally did. This is how you know you are in the right stock" [X Link](https://x.com/YeahDrDave/status/1967717776317137388) 2025-09-15T22:30Z [---] followers, [----] engagements "$ASTS vs Starlink. "Mind Blowing"🤨 Starlink: "The quality was grainy and the picture occasionally froze." "supporting satellite data on a small but growing collection of mobile apps" "Video quality is fairly low probably 144p or 240p and stretches over the phones screen. At some points the video froze creating a delay in the conversation." "It sometimes took several seconds for the posts to load." "the app seemed to slow to a crawl every [--] minutes or so even when I was under clear skies. I could tell the connection was poor because the satellite icon in the right-hand corner of the phone" [X Link](https://x.com/YeahDrDave/status/1968310897526628859) 2025-09-17T13:47Z [---] followers, 13.7K engagements "@pennycheck $OSS has a great risk/reward and in general is an interesting play on environmentally hardened AI hardware. https://x.com/YeahDrDave/status/1941976623219388513 $OSS is a very interesting AI play creating rugged radiation/water/vibration proof AI hardware to take AI data center capabilities into harsh environments in military and commercial applications in air land sea and space. It is an $NVDA OEM partner and the only OEM partner https://t.co/hF9FRF5EQL https://x.com/YeahDrDave/status/1941976623219388513 $OSS is a very interesting AI play creating rugged radiation/water/vibration" [X Link](https://x.com/YeahDrDave/status/1973107897103163576) 2025-09-30T19:29Z [----] followers, [----] engagements "Turns out I did not buy enough $EOSE. $EOSE The proposed Greene County PA [--] GW data center using Eos batteries is sized for the same size as the load - [---] MW and must sustain that for at least [--] hours or at least [----] GWh of energy. Likely the actual energy capacity is larger than [---] MW x [--] hour. Day in and https://t.co/3ZqP4MC710 $EOSE The proposed Greene County PA [--] GW data center using Eos batteries is sized for the same size as the load - [---] MW and must sustain that for at least [--] hours or at least [----] GWh of energy. Likely the actual energy capacity is larger than [---] MW x [--] hour." [X Link](https://x.com/YeahDrDave/status/1974596548651811064) 2025-10-04T22:04Z [---] followers, [---] engagements "$CCCX is different Real revenue. Real investments from the US and UK governments. Real relationship with $NVDA. About to SPAC IPO. Wonder where all of this speculative money goes when word gets out there is an actual legit Quantum play. https://x.com/YeahDrDave/status/1974577772921319900 These are the 'headquarters' of the [--] quantum computing companies driving this insane speculative bubble. $IONQ; MC: $23.5Billion $RGTI: MC: $13 Billion $QBTS: MC: $11 Billion $QUBT: MC: $4.5Billion They are glorified research projects (as stated by the Rigetti CEO himself - https://t.co/uuQUChRw18" [X Link](https://x.com/YeahDrDave/status/1974899187553820785) 2025-10-05T18:07Z [----] followers, 47.8K engagements "$EOSE is about to get a massive re-rating. People are nitpicking and overly cautious with these data center clues. The main take away is that $EOSE is going to get a massive re-rating when the market realizes that their unique battery tech is a perfect fit for data center buildouts and they are going to go from a $15M per year revenue company to 10x that in a parabolic move. A couple of clarifications before pitchforks come out. It has not been announced in explicit big bold letters yet exactly who will use the regional data center buildouts however AMZN and GOOGL have been referenced several" [X Link](https://x.com/YeahDrDave/status/1974927837187784920) 2025-10-05T20:01Z [----] followers, 19.6K engagements "$TSLA $EOSE $NVDA Batteries are the AI energy play Everyone is talking about the downstream effects of the jaw dropping AI spend and how power is likely a huge bottleneck (maybe even more so than chips). Current estimates suggest half (50%) of the cost of data centers is power infrastructure. While we can argue about gas vs nuclear vs solar etc the one part of this system that is energy source agnostic and universally essential is batteries. Battery energy storage systems (BESS) are essential for data center buildouts to manage load avoid spikes/dropouts and they lower energy costs by storing" [X Link](https://x.com/YeahDrDave/status/1974998220104491454) 2025-10-06T00:40Z [----] followers, 10.1K engagements "@JoshTradeOption Here are my thoughts on the topic of $EOSE vs $FLNC which boils down to a full stack BESS manufacturer vs a BESS integrator (both are good but full stack has advantages): https://x.com/YeahDrDave/status/1974998220104491454 $TSLA $EOSE $NVDA Batteries are the AI energy play Everyone is talking about the downstream effects of the jaw dropping AI spend and how power is likely a huge bottleneck (maybe even more so than chips). Current estimates suggest half (50%) of the cost of data centers is power https://x.com/YeahDrDave/status/1974998220104491454 $TSLA $EOSE $NVDA Batteries" [X Link](https://x.com/YeahDrDave/status/1975011240603951558) 2025-10-06T01:32Z [----] followers, [---] engagements "$EOSE The re-rating begins. A tiny $15M revenue/year company is about to catch everyone off-guard. Strengthening partnerships🔋 Weve entered a multi-year alliance with Unico to deliver U.S.-made power conversion systems for our Eos Z3 LDES. This partnership is a testament to whats possible when innovation meets domestic manufacturing leadership https://t.co/2tFpSoXcbq Strengthening partnerships🔋 Weve entered a multi-year alliance with Unico to deliver U.S.-made power conversion systems for our Eos Z3 LDES. This partnership is a testament to whats possible when innovation meets domestic" [X Link](https://x.com/YeahDrDave/status/1975343889088479278) 2025-10-06T23:34Z [----] followers, 16.4K engagements "$CCCX Quantum Infleqtion Awww shieeet turns out I did not buy enough. Open the damn markets again" [X Link](https://x.com/YeahDrDave/status/1975347939456569451) 2025-10-06T23:50Z [----] followers, [----] engagements "Can't wait until the government shutdown that resulted in stocks running higher is a catalyst for stocks to run higher when it resolves" [X Link](https://x.com/YeahDrDave/status/1975546523045011577) 2025-10-07T12:59Z [----] followers, [--] engagements "$EOSE Ridiculous 30% short interest while breaking out of a multi year consolidation and being an AI/power/battery play" [X Link](https://x.com/YeahDrDave/status/1975549497196617925) 2025-10-07T13:11Z [----] followers, 51.2K engagements "Can't wait until the government shutdown that resulted in stocks running higher resolves and is a catalyst for stocks to run higher" [X Link](https://x.com/YeahDrDave/status/1975552216938504317) 2025-10-07T13:22Z [----] followers, [----] engagements "$ETH $BMNR $ETHA Raised cash yesterday in anticipation of a big crypto dip. Sold $4M of ETH (ETHA) at $4720. Kept $5M $BMNR Now buying this flush in a few non-crypto names. Will not deploy all of the profits back in. It's getting to be time to start to take the foot off of the gas and coast but not hitting the brakes yet. That will come soon. It's very important to see which names did not get hit much or that are rebounding well. Those are the names to look for at this stage of the bull run. Head down and grind https://t.co/KqFKAtpZaQ Head down and grind https://t.co/KqFKAtpZaQ" [X Link](https://x.com/YeahDrDave/status/1975602748243771569) 2025-10-07T16:42Z [----] followers, 29.9K engagements "@vladtenev @VladTenev thank you and your team for truly democratizing finance by building an incredible platform that empowers everyday people like me to change our lives through hard work discipline and research driven investing" [X Link](https://x.com/YeahDrDave/status/1975697361419837674) 2025-10-07T22:58Z [----] followers, 13.3K engagements "$EOSE Up 100% in one month Held strong on a down day for the market and a bad day for AI in particular. Would add at $10. Will be interesting to see how much of the 30% short interest covered when the numbers update on the 9th. $EOSE 2B marketcap battery/AI play Breaking out of a three year consolidation range (similar to $RKLB $HOOD $PLTR) If you want a small cap that hits on both the energy and AI meta this is it. Checks off the driven "founder CEO" box. Their batteries are specifically an AI https://t.co/btaSPW7kUu $EOSE 2B marketcap battery/AI play Breaking out of a three year" [X Link](https://x.com/YeahDrDave/status/1975733450050314586) 2025-10-08T01:22Z [----] followers, 14.1K engagements "$PYPL Thought about this for a bit and decided to take a small position in Paypal (Painpal). Chart and it's holders have been beaten to death the news and activity level on this name is ramping up and the company seems to be making a genuine attempt at a turn around. I liked the end of day move in particular with buyers stepping in to defend a level while the market dropped (instead of letting the stock limply dump back down as usual). Sensing a potential momentum shift here. Decided to play this today with options for the first time in a long time. I plan to use protective puts to hedge my" [X Link](https://x.com/YeahDrDave/status/1975740693026107470) 2025-10-08T01:51Z [----] followers, 38.6K engagements "$EOSE is far more vertically integrated and comprehensive than you may realize. They make the full stack including the battery as well as the BMS controls and analytics energy management software with their DawnOS. https://x.com/PoweredByEos/status/1965035576593391866 https://x.com/PoweredByEos/status/1965035576593391866/video/1 @dantecesarr They operate in fundamentally different parts of the value chain. $EOSE is a manufacturer that designs and produces its own zinc-based batteries focusing primarily on selling hardware. $FLNC by contrast is a systems integrator that sources batteries from" [X Link](https://x.com/YeahDrDave/status/1975762461577105788) 2025-10-08T03:17Z [----] followers, 16.4K engagements "$BMNR / $ETH I intentionally reduced crypto exposure and furthermore did not add back after today's dip because I saw that it became too consensus that "BTC and ETH must immediately keep making new/higher ATH's". Also in these later market phases I think risk has to be carefully controlled and crypto was increasing the overall risk in my portfolio too much. I am kept my long-term $BMNR position but fully expected to eat some dirt on it in the short term. $ETH now back down at $4420 ( $BMNR $59) is a good risk defined re-entry as long as BTC also holds $120k. If crypto is just going to dump" [X Link](https://x.com/YeahDrDave/status/1975782570953744609) 2025-10-08T04:37Z [----] followers, 39K engagements "$ASTS $RKLB As we only just begin to enter into the "Space Age" how should its essential infrastructure be valued What is a "fair" multiple for the technology that will move humanity into its next phase Is it comparable to the AI evolution we are experiencing now The next phase for $ASTS and $RKLB now begins. There will be a rapid re-rating of these companies from speculative optimism to essential US (then world) infrastructure for the coming data and space age. The next phase for $ASTS and $RKLB now begins. There will be a rapid re-rating of these companies from speculative optimism to" [X Link](https://x.com/YeahDrDave/status/1975913620291907802) 2025-10-08T13:18Z [----] followers, 15.3K engagements "$CCCX Finally a Quantum name that's not a scam Up 55% in one week This one will be big. Has not even IPO'd yet. The only thing up in the air is potential post IPO shenanigans but that's not for another two months at least and the share lockup in this is some of the strongest I've ever seen. $CCCX is different Real revenue. Real investments from the US and UK governments. Real relationship with $NVDA. About to SPAC IPO. Wonder where all of this speculative money goes when word gets out there is an actual legit Quantum play. https://t.co/Cz3hh880ry https://t.co/k7EzUA2b6m $CCCX is different" [X Link](https://x.com/YeahDrDave/status/1975979601840296015) 2025-10-08T17:40Z [----] followers, 38.3K engagements "$EOSE on fire. Shorts getting murdered. $EOSE Ridiculous 30% short interest while breaking out of a multi year consolidation and being an AI/power/battery play https://t.co/GddgldJr0M $EOSE Ridiculous 30% short interest while breaking out of a multi year consolidation and being an AI/power/battery play https://t.co/GddgldJr0M" [X Link](https://x.com/YeahDrDave/status/1976042583861444609) 2025-10-08T21:50Z [----] followers, 19.2K engagements "That would be sloppy. The goal is to plan ahead and build durable positions with high conviction that can be held through market swings. Only a very small percentage of this is realized taxable gains. In fact for most positions I may never sell and just borrow against the portfolio for years whenever the money is needed. @YeahDrDave Whats the plan for $7m tax bill @YeahDrDave Whats the plan for $7m tax bill" [X Link](https://x.com/YeahDrDave/status/1976139942553432288) 2025-10-09T04:17Z [----] followers, 23.2K engagements "$PYPL Making money with $PYPL Paypal is like trying to squeeze water out of a rock. BUT Buyers stepped in again and defended the level instead of letting it die (unlike usual) and now we have price pushing away. This will be a slow buildup trade relative to the rest of the hot market but I am starting to warm up my options muscles for this year with these kinds of options plays prior to all of the protective put buying/hedging I will be doing soon. $PYPL Thought about this for a bit and decided to take a small position in Paypal (Painpal). Chart and it's holders have been beaten to death the" [X Link](https://x.com/YeahDrDave/status/1976259599654093111) 2025-10-09T12:13Z [----] followers, 13.6K engagements "The number of people calling me a top signal is rather reassuring. However the market does not care about my PNL nor yours. It's time to wake up and get serious. It is a generational event to live through any paradigm shift in human progress. Artificial Intelligence Energy Space Finance We are living through four generational events. Head down and grind. Let's not miss this once in a lifetime opportunity. Will stop when the market tells me to stop. https://t.co/T6OKNGaeq6 Will stop when the market tells me to stop. https://t.co/T6OKNGaeq6" [X Link](https://x.com/YeahDrDave/status/1976368524173115698) 2025-10-09T19:25Z [----] followers, 118.1K engagements "@Docofgothm None this year until this recent small Paypal trade on the 7th for fun. Working on constructing an options hedging strategy currently however. https://x.com/YeahDrDave/status/1975740693026107470 $PYPL Thought about this for a bit and decided to take a small position in Paypal (Painpal). Chart and it's holders have been beaten to death the news and activity level on this name is ramping up and the company seems to be making a genuine attempt at a turn around. I https://t.co/uL6SRVCDbv https://x.com/YeahDrDave/status/1975740693026107470 $PYPL Thought about this for a bit and decided" [X Link](https://x.com/YeahDrDave/status/1976506245508174323) 2025-10-10T04:33Z [----] followers, [----] engagements "Shout out to @vladtenev and the @RobinhoodApp team. Was able to put through large buy orders smoothly despite being after hours and mass carnage all while other exchanges fell apart" [X Link](https://x.com/YeahDrDave/status/1976792020992901256) 2025-10-10T23:28Z [----] followers, 19.7K engagements "$SPX/ $BMNR / $ETH ETH dropping below $4400 was my market wide risk barometer. After de-risking and easing off the gas lately I expected a few choppy down days with momentum names getting hit hardnot this total bloodbath. This massive cross-market plunge has accelerated my timelines especially the after-hours carnage. The liquidations margin calls and forced selling is a reset. Bought back in heavy during AH. I plan to deploy the remainder in the coming days. $BMNR / $ETH I intentionally reduced crypto exposure and furthermore did not add back after today's dip because I saw that it became" [X Link](https://x.com/YeahDrDave/status/1976838114573418928) 2025-10-11T02:31Z [----] followers, [----] engagements "@Proud_plants It did drop into the 40's and ETH was uniquely being annihilated. I was tied up with work and only had brief moments to throw in orders in chunks. Some of the fills I got were decent" [X Link](https://x.com/YeahDrDave/status/1976840639846424879) 2025-10-11T02:41Z [----] followers, [---] engagements "@Crypto_Chase "unfortunately was asleep when it came or would have marketed in" The question now is since you would have gotten in if you were awake do you get in now at 112k" [X Link](https://x.com/YeahDrDave/status/1976862343104712988) 2025-10-11T04:08Z [----] followers, [----] engagements "Stocks are and have been the better choice definitely. It will be interesting however to see if ETH at least briefly begins to blur that stock/crypto line and $BMNR in particular becomes the way to play that brief naive pop. ETH has been weighed down by the old jaded ETH whales. This washout may be the cleanse ETH needed and $BMNR is the "stocks only go up" way to play it" [X Link](https://x.com/YeahDrDave/status/1976876055555350861) 2025-10-11T05:02Z [----] followers, [---] engagements "Agreed and $BMNR is the best way to play this. Could we go lower Sure. However crypto just endured its biggest liquidation event in years (ever) and $SPX its largest sell-off in monthsall from a tweet and a watered down rehash of April. Compared to stocks $ETH is now even more "undervalued" in this new "tokenize the world" paradigm. Tons of sidelined cash funds desperate to get back in before end of year reporting killer earnings season incoming more rate cuts ahead. The pullback everyone's been anxious about Here it is. Crypto likely leads the recovery That might sound crazy. But $BTC has" [X Link](https://x.com/YeahDrDave/status/1976888140100178175) 2025-10-11T05:50Z [----] followers, 27.1K engagements "$BMNR / $ETH Looks like half a billion so far $BMNR / $ETH I hope Tom Lee @fundstrat is diluting the shit out of me and buying this cataclysmic gift of a dip. To have your mNAV go up AND for $ETH to then get 25% cheaper is a dream scenario. I can be patient. $BMNR / $ETH I hope Tom Lee @fundstrat is diluting the shit out of me and buying this cataclysmic gift of a dip. To have your mNAV go up AND for $ETH to then get 25% cheaper is a dream scenario. I can be patient" [X Link](https://x.com/YeahDrDave/status/1977190138955583556) 2025-10-12T01:50Z [----] followers, [----] engagements "This was the reset. A full de-leveraging event. A cleanse. $SPY streak reset. $SPY highest daily volume since the April lows. $SPY biggest drop since April. $SPY engulfing the last [--] days of trading in one candle. $ETH / $BTC / Crypto generational liquidation event. $BMNR -22% swing. Leverage monkeys wiped out. That anxiety over "when dip" Gone. The worry over "this is too easy." Gone. Leverage gone margins called. Overbought conditions reset. All in one day. Now Tons of sidelined cash funds desperate to get back in before end of year reporting killer earnings season incoming more rate cuts" [X Link](https://x.com/YeahDrDave/status/1977409300743295138) 2025-10-12T16:21Z [----] followers, 24.5K engagements "This was indeed a good time to grab $ASTS under $20. Now I don't think we stay below $100 for much longer. $ASTS is a $PLTR / $NVDIA etc. This company will be absolutely foundational for the AI revolution and the next step in humanity's progress. $ASTS I think some degree of retail capitulation is happening in $ASTS and we are entering a good opportunity to add more shares at/below $22. I do think the spacemob community is right to be very excited about being early in a technology that will likely fundamentally change $ASTS I think some degree of retail capitulation is happening in $ASTS and" [X Link](https://x.com/YeahDrDave/status/1977859616122785872) 2025-10-13T22:10Z [----] followers, 13.5K engagements "If depends on your total capital and how you are allocated but generally my thought is that this is tax and capital inefficient in a raging bull market. At the end of the day you are actually keeping half of 3-5%. If you model it out you are likely underperforming. With this recent panic we had a big reset and that was the dip your cash would have been used for but it was/is tied up. Many names you could have bought with that $1M and held long term are now up 10-30%. There are also plenty new names to build positions in or add to. If a true mega dip comes your going to be assigned and in" [X Link](https://x.com/YeahDrDave/status/1977914690400604222) 2025-10-14T01:49Z [----] followers, [----] engagements "$ALMU and $FEIM quantum sensing and how it relates to space and orbital infrastructure ( $ASTS and $RKLB) Both are 300M marketcap companies that have significant implications for the space/satellite and defense industry. These companies are very "under the radar" and are producing actual hardware that is currently in use and are not your typical "quantum fad" stocks. Quantum sensing is a new and evolving technology that allows more precision detection and timing that is beyond the current temperature motion gravity or magnetic field sensors currently available. Quantum sensing uses quantum" [X Link](https://x.com/YeahDrDave/status/1949191072766365918) 2025-07-26T19:32Z [----] followers, [----] engagements "$EOSE $100B mega data center just revealed with $GOOGL and $AMZN. Look who is the battery supplier. https://www.robenamegasite.com/uploads/1/5/3/8/153802980/final_robena_mega_site_brochure.pdf $EOSE The proposed Greene County PA [--] GW data center using Eos batteries is sized for the same size as the load - [---] MW and must sustain that for at least [--] hours or at least [----] GWh of energy. Likely the actual energy capacity is larger than [---] MW x [--] hour. Day in and https://t.co/3ZqP4MC710 https://www.robenamegasite.com/uploads/1/5/3/8/153802980/final_robena_mega_site_brochure.pdf $EOSE The" [X Link](https://x.com/YeahDrDave/status/1974601909848961106) 2025-10-04T22:25Z [----] followers, 103.1K engagements "Head down and grind" [X Link](https://x.com/YeahDrDave/status/1975325697452482606) 2025-10-06T22:22Z [----] followers, 1M engagements "No options pure stocks Deeply know what you own Don't sell too early Don't allow significant losses Don't pollute your brain with noise and bias Don't borrow conviction Bet big if you have high conviction If you don't have conviction then move on" [X Link](https://x.com/YeahDrDave/status/1975375353398088043) 2025-10-07T01:39Z [----] followers, 28K engagements "$ACHR Archer scams again with the fake Tesla connection. This will be one of my top short targets once the bull run slows down. @JoshTradeOption $ACHR is basically a scam. Just hype and CGI. This fake Tesla connection they fostered is just another in a long list. @JoshTradeOption $ACHR is basically a scam. Just hype and CGI. This fake Tesla connection they fostered is just another in a long list" [X Link](https://x.com/YeahDrDave/status/1975662595714785516) 2025-10-07T20:40Z 10.5K followers, 17.9K engagements "Will stop when the market tells me to stop. Head down and grind https://t.co/KqFKAtpZaQ Head down and grind https://t.co/KqFKAtpZaQ" [X Link](https://x.com/YeahDrDave/status/1976067381341638927) 2025-10-08T23:29Z [----] followers, 668.8K engagements "$BMNR / $ETH And there's the ETH $4400 level getting tested. Gotta scare the complacent a little bit. Pretty important level to hold. Took a swing position (through $ETHA). Below here and ETH falls back to old levels and it suggests risk off. Easy invalidation. $BMNR / $ETH I intentionally reduced crypto exposure and furthermore did not add back after today's dip because I saw that it became too consensus that "BTC and ETH must immediately keep making new/higher ATH's". Also in these later market phases I think risk has to be carefully https://t.co/RxoeiM2w9B $BMNR / $ETH I intentionally" [X Link](https://x.com/YeahDrDave/status/1976134227499647144) 2025-10-09T03:54Z [----] followers, 13.4K engagements "$PATH UiPath Agentic AI will be the next phase of the AI revolution. One with more practical and tangible benefits. I have been slowly building a portfolio of these names. This beaten down stock has been grinding for years building robotic process automation and is now naturally evolving into agentic AI applications. After years of forming a base it is now showing early evidence of a turn around. Recent partnerships with OpenAI Nvidia and Snowflake were the first big signal. -A focus on practical enterprise-grade automation -Has over [---] clients actively developing agents on its platform -In" [X Link](https://x.com/YeahDrDave/status/1976271439515775026) 2025-10-09T13:00Z 10.5K followers, 34K engagements "$CCCX The evidence was there. What makes this particularly compelling is that Infleqtion may be one of the first quantum plays you can hold for the long term. Now the real question is will this company be worth more than a certain beverage company turned quantum computing. $CCCX Infleqtion Quantum but not vaporware -In development since [----] [----] employees (130 PhD physicist and engineers) across offices in US UK and Australia -Already makes money $30M trailing [--] month revenue -$88M in cash about to raise $540 million at listing -1.8B https://t.co/SVf69xos3d $CCCX Infleqtion Quantum but not" [X Link](https://x.com/YeahDrDave/status/1976326690101133438) 2025-10-09T16:39Z [----] followers, 25.6K engagements "$EOSE Short interest just updated. Two weeks ago the short interest was 30.32%. The new number is. 29.61% Out of [-----] million shares that were shorted only [----] million covered OH MAH GAWD $EOSE Ridiculous 30% short interest while breaking out of a multi year consolidation and being an AI/power/battery play https://t.co/GddgldJr0M $EOSE Ridiculous 30% short interest while breaking out of a multi year consolidation and being an AI/power/battery play https://t.co/GddgldJr0M" [X Link](https://x.com/YeahDrDave/status/1976477381453082880) 2025-10-10T02:38Z [----] followers, 39.6K engagements "I transferred $3M into Robinhood in late March (then proceeded to eat -30%/$1M in two weeks with Liberation Day). My actual YTD in the market from January is +912.20% as of today. @YeahDrDave Step [--] have [--] million to invest. @YeahDrDave Step [--] have [--] million to invest" [X Link](https://x.com/YeahDrDave/status/1976505071547662381) 2025-10-10T04:28Z [----] followers, 43.8K engagements "$BMNR Alright now we ride Buying this after hours carnage. Are we speed running this dip Buying this after hours carnage. Are we speed running this dip" [X Link](https://x.com/YeahDrDave/status/1976780343526277587) 2025-10-10T22:42Z [----] followers, 50.2K engagements "Imagine the numbers $HOOD pulled. NEW: HYPERLIQUID GENERATED $20M IN FEES IN THE PAST [--] HOURS https://t.co/FogTuHzBOr NEW: HYPERLIQUID GENERATED $20M IN FEES IN THE PAST [--] HOURS https://t.co/FogTuHzBOr" [X Link](https://x.com/YeahDrDave/status/1976880998727160045) 2025-10-11T05:22Z [----] followers, [----] engagements "$EOSE If only there was a full-stack fully American zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a sudden 10x revenue surge that the market has scoffed at What if its stock has a 30% short float JUST IN: China's Ministry of Commerce announces export controls on lithium battery and graphite anode material items JUST IN: China's Ministry of Commerce announces export controls on lithium battery and graphite anode material items" [X Link](https://x.com/YeahDrDave/status/1977075148143644947) 2025-10-11T18:13Z [----] followers, 222.5K engagements "$BMNR / $ETH I hope Tom Lee @fundstrat is diluting the shit out of me and buying this cataclysmic gift of a dip. To have your mNAV go up AND for $ETH to then get 25% cheaper is a dream scenario. I can be patient. $BMNR Alright now we ride https://t.co/Xu66qrxbwc $BMNR Alright now we ride https://t.co/Xu66qrxbwc" [X Link](https://x.com/YeahDrDave/status/1977129290132340947) 2025-10-11T21:48Z [----] followers, 23.9K engagements "$BMNR saw a move from $61 down to $47 on Friday. -22% swing on one of the most traded and liquid stocks in the entire world. Likely THE retail favorite right now. The rebound will be quite something. Agreed and $BMNR is the best way to play this. Could we go lower Sure. However crypto just endured its biggest liquidation event in years (ever) and $SPX its largest sell-off in monthsall from a tweet and a watered down rehash of April. Compared to stocks $ETH is now even Agreed and $BMNR is the best way to play this. Could we go lower Sure. However crypto just endured its biggest liquidation" [X Link](https://x.com/YeahDrDave/status/1977423644927410270) 2025-10-12T17:18Z [----] followers, 17.2K engagements "All of the people on Monday waiting to buy "the flush" The number of times today I've heard "the market doesn't bottom on Fridays and we will get a Monday flush" makes me wonder if we didn't just front run that flush in the after hours. The number of times today I've heard "the market doesn't bottom on Fridays and we will get a Monday flush" makes me wonder if we didn't just front run that flush in the after hours" [X Link](https://x.com/YeahDrDave/status/1977433049932710362) 2025-10-12T17:55Z [----] followers, [----] engagements "Going from [---] followers to 8k in less than a week has been an exponential increase in spam/bots. Don't know why people would want 10's or 100's of thousands. Debating about locking the account" [X Link](https://x.com/YeahDrDave/status/1977504712422555734) 2025-10-12T22:40Z [----] followers, 15.8K engagements "$EOSE Up 25% on the day. Shorts getting absolutely obliterated. The company has guided for a sudden x10 increase in revenue multiple times and the market/analysts/shorts basically called them liars. They re-affirmed the guidance again at the last earnings call. $EOSE If only there was a full-stack fully American zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a sudden 10x revenue surge that the market has scoffed at What if its stock has a 30% short float https://t.co/IcmThtYELk $EOSE If only there was a full-stack fully American" [X Link](https://x.com/YeahDrDave/status/1977767322824937553) 2025-10-13T16:04Z 10.5K followers, 26.8K engagements "$ASTS / $RKLB I still don't think the Golden Dome is priced in. How can it be How do you price in what will likely be one of the most expensive and largest scale projects humanity has undertaken Most people still have no idea how critical both of these companies will be. $ASTS / $RKLB The world has woken up to the need for hypersonic missile defense. One thing this unfortunate escalation has shown is the stark difference between "regular" ballistic missiles vs the way hypersonic missiles are able to cut through defenses. Being able to detect https://t.co/FDhG09Kib8 $ASTS / $RKLB The world has" [X Link](https://x.com/YeahDrDave/status/1977865519186198843) 2025-10-13T22:34Z [----] followers, 15.1K engagements "$EOSE shorts today and after hours In all seriousness I wont be adding anymore here at $17. I have a big sized position but it is not my planned full size yet. I will let the shorts keep being forced to buy above $17 and anyone else that isn't in yet. I would rather potentially pay $20 for more of it after earnings. Yes I would rather pay more later with more information. People tend to nuke the hell out of this stock after earnings because they have no idea what they hold. Last time it was -20% on earnings day (down to $5) and then +30% into the open the next day then -20% again during the" [X Link](https://x.com/YeahDrDave/status/1977890439069102243) 2025-10-14T00:13Z [----] followers, 18.1K engagements "Came home from work and did a ton more reading on quantum and $CCCX Infleqtion. I was getting uneasy thinking that I might have grabbed too much. Reading the $NVDA/Infleqtion developer notes blew my mind. I don't have enough. $CCCX Infleqtion Quantum but not vaporware -In development since [----] [----] employees (130 PhD physicist and engineers) across offices in US UK and Australia -Already makes money $30M trailing [--] month revenue -$88M in cash about to raise $540 million at listing -1.8B https://t.co/SVf69xos3d $CCCX Infleqtion Quantum but not vaporware -In development since [----] -200" [X Link](https://x.com/YeahDrDave/status/1977963779813155323) 2025-10-14T05:04Z [----] followers, 23.6K engagements "$CCCX Infleqtion is a speaker at $NVDA's GTC conference. Going through a bunch of the $NVDA/Infleqtion developer notes/publications I'm wondering if $NVDA is going to use them in their next generation of AI/quantum hybrid chip design Couldn't be. That would be silly right $CCCX Infleqtion Quantum but not vaporware -In development since [----] [----] employees (130 PhD physicist and engineers) across offices in US UK and Australia -Already makes money $30M trailing [--] month revenue -$88M in cash about to raise $540 million at listing -1.8B https://t.co/SVf69xos3d $CCCX Infleqtion Quantum but not" [X Link](https://x.com/YeahDrDave/status/1978104789809463309) 2025-10-14T14:25Z [----] followers, 25K engagements "$NVDA and $CCCX /Infleqtion Github: NVDA technical developer notes/blog: There is more I'm sifting through. Ofcourse I'm not a quantum expert but I've been learning as I go. Seems an interesting possibility at the very least but maybe not such a total stretch Thoughts @pennycheck There's a lot of NVDA technical documentation that would be odd for just a simple superficial relationship. Lots of high level $NVDA personnel specifically mentioning Infleqtion. I don't see this with the other quantum names." [X Link](https://x.com/YeahDrDave/status/1978177336228126834) 2025-10-14T19:13Z [----] followers, [----] engagements "$BMNR +20% move from the Friday AH carnage to the end of Monday. $ETH still with significant weakness while $BMNR looks constructive. Base case of chop/down for $ETH for a little longer. Tom Lee @fundstrat dream scenario while disillusioned crypto natives continue to capitulate $SPX/ $BMNR / $ETH ETH dropping below $4400 was my market wide risk barometer. After de-risking and easing off the gas lately I expected a few choppy down days with momentum names getting hit hardnot this total bloodbath. This massive cross-market plunge has accelerated my $SPX/ $BMNR / $ETH ETH dropping below $4400" [X Link](https://x.com/YeahDrDave/status/1978557823467307192) 2025-10-15T20:25Z [----] followers, 11.6K engagements "$CCCX Infleqtion + $NVDA relationship disclosures in new SEC filing "our collaboration is about the future: expanding the effective contextwindow for GPUs overcoming scaling bottlenecks and building the foundation for fully integrated quantum-classical computing. By working with NVIDIA we are preparing the ecosystem for the moment when large-scale fault-tolerant quantum systems become widely deployed." I am trying to stay chill and level headed because the implications would be crazy but the evidence is mounting." [X Link](https://x.com/YeahDrDave/status/1978643332017561878) 2025-10-16T02:05Z [----] followers, 41.7K engagements "$OUST How I have played the AI revolution: AI Chips ( $NVDA ) - AI Software ( $PLTR) - AI Energy ( $EOSE / $BE) - AI Agents ( $PATH ) - Then comes AI Hardware (Robotics) Robotics sensor maker and Anduril partner $OUST is breaking out of three years of consolidation. $OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones and cleared by DOD for use in other unmanned systems across the industry -Robotics: last mile driverless delivery mapping and humanoid robotics sensors/coordination https://t.co/SLIkLI7E2G $OUST Ouster is a made in USA play on" [X Link](https://x.com/YeahDrDave/status/1978810155883176373) 2025-10-16T13:08Z [----] followers, 10.5K engagements "Market is going down the tubes and I'm eating it along with everybody else. Looks like some of the signs were crypto weakness and the lack of stock continuation on good news (ending QT more rate cuts now a given conciliatory China-USA language etc). Instead market was looking to sell on any excuse and this whiplash is particularly severe. For now I'm still of the mind that this is exhaustion rather than a major trend change. October tends to be very volatile. Regardless I'm throwing out any useless emotions and making some plans. I have 25% of port available as cash for buying. However I'm" [X Link](https://x.com/YeahDrDave/status/1979089609507377527) 2025-10-17T07:38Z [----] followers, [----] engagements "$FLNC Gradually building a position in this energy and battery name. They have been executing and the stock is holding up remarkably well in all of this market wide weakness. $18/$3B $FLNC places itself firmly on the best corner of this quadrant. They have deployed the most amount of GWh and have a lot of experience doing this quickly. Sure there might be a pull back but the rerating has begun. There will be a Data centre deal coming soon @chamath https://t.co/LXi496xItH $FLNC places itself firmly on the best corner of this quadrant. They have deployed the most amount of GWh and have a lot of" [X Link](https://x.com/YeahDrDave/status/1979217500333375947) 2025-10-17T16:06Z [----] followers, [----] engagements "$TE Continuing to build out my battery/energy portfolio. Have been eyeing $TE and waiting for a pullback. Going to start to build a position on this pullback. $4/$700M $TE: "The AI story is no longer about chips it's about Power Shortages. Solar and storage are seen as the fastest cheapest grid power sources" Take 5-10 minutes to read this great T1 Energy writeup by @hiteshkar TLDR: "T1 Energy is the only pure-play on three unstoppable https://t.co/Duc94BADDe $TE: "The AI story is no longer about chips it's about Power Shortages. Solar and storage are seen as the fastest cheapest grid power" [X Link](https://x.com/YeahDrDave/status/1979221048118907257) 2025-10-17T16:20Z [----] followers, [----] engagements "@ghostobs3126991 People panic selling $CCCX right before they speak at $NVDA's GTC conference" [X Link](https://x.com/YeahDrDave/status/1979229349405745384) 2025-10-17T16:53Z [----] followers, [---] engagements ""Robinhood claims they give 3% cash back but" "I don't like these tactics they employ" Stop trying to portray this as dishonesty from Robinhood. This is just math and it is what happens with all cash back cards. If you lower your statement by applying credits then you end up with less cash back" [X Link](https://x.com/YeahDrDave/status/1979583872573870486) 2025-10-18T16:22Z [----] followers, [----] engagements "@DeepValueBagger @DataDInvesting I think it's pretty cool that $HOOD gives people fun and interesting ways to use the cash back along with the usual. Making them out to be pawn shop scammers for it is lame" [X Link](https://x.com/YeahDrDave/status/1979590504070381824) 2025-10-18T16:48Z [----] followers, [---] engagements "@DataDInvesting Slight of hand by definition implies deception. If none of your other cash back cards warn you then Robinhood is not the deceptive one" [X Link](https://x.com/YeahDrDave/status/1979609439079686315) 2025-10-18T18:04Z [----] followers, [---] engagements "Are you ignorant of how personal finance/credit cards work or are you intentionally deceptive One is auto-redeeming to your credit card balance (Robinhood) thus lowering your statement and your cash back (which is what happens with all cash back credit cards when you lower your statement or get a refund/credit). You then posted Sofi and depositing to your savings account. If you do the same thing and deposit to your Robinhood account you get the 3%" [X Link](https://x.com/YeahDrDave/status/1979637742805156027) 2025-10-18T19:56Z [----] followers, [---] engagements "@DataDInvesting @Ze1ooooo It isn't the same thing. Please educate yourself. Sofi just isn't warning you that if you lower your statement you get less cash back. You are calling Robinhood deceptive for being more transparent" [X Link](https://x.com/YeahDrDave/status/1979642493278052455) 2025-10-18T20:15Z [----] followers, [----] engagements "You keep showing screenshots of Sofi not warning you of the thing that is universally the case with all cash back credit cards. Most cash back cards don't warn you. However it is virtually always a bad idea to redeem your points for statement credit instead of transferring it to your bank account because if you decrease your net spending then you will get less cash back in the end. Robinhood is giving you the option but is warning you very clearly that it gives you a poorer rate to do it this way" [X Link](https://x.com/YeahDrDave/status/1979660125435777162) 2025-10-18T21:25Z [----] followers, [---] engagements "You keep going back and forth from it being intentionally dishonest/deceptive of Robinhood to "That's their prerogative and as an investor I understand the move." You are all over the place. It matters to me because I am not going to invest in a "100% intentionally deceptive" company. Robinhood is not 100% intentionally deceptive. They tell you very clearly right above the button in normal font that this is not the best way to redeem your points. You are just being stubbornly ignorant or too prideful to admit this was not the "gotcha" post you thought it was. I keep trying to educate you on a" [X Link](https://x.com/YeahDrDave/status/1979664309312692519) 2025-10-18T21:42Z [----] followers, [---] engagements "Tons of amazing clues and DD coming out on $EOSE the last few days. Feels like initial discovering $HOOD / $ASTS / $RKLB all over again" [X Link](https://x.com/YeahDrDave/status/1979711723339944152) 2025-10-19T00:50Z [----] followers, 17.3K engagements "I am definitely in a position. I was waiting for more details after this very pivotal upcoming earnings call to and pay a higher price for increased certainty. With some of the leaks over the last 72hrs I probably will add if it gets below $13 regardless. https://x.com/YeahDrDave/status/1966864452902408622 https://x.com/YeahDrDave/status/1966864452902408622" [X Link](https://x.com/YeahDrDave/status/1979728372189282423) 2025-10-19T01:56Z [----] followers, [---] engagements "Thank you I have it saved to read in a bit once I am done with the research I am working on. Not to belabor this very minor issue further but if anyone actually cares where I am coming from; there are different types of accounting for credit card rewards. A lot of cards in the past had rewards which were calculated based on gross purchases at the time they're made. This was getting abused. Now a lot cards include a stipulation that rewards are based on the amount that is actually paid when a statement is due. If you use your points to reduce the statement then you reduce your net spending and" [X Link](https://x.com/YeahDrDave/status/1979735175446876623) 2025-10-19T02:23Z [----] followers, [---] engagements "Be at peace friend. I got overly involved and heated on this topic. Hopefully some of this Sofi community bitter/angry energy against robinhood can also calm down as Sofi continues to do well. I'm going to mute for a bit. The notifications from your posts/reposts are annoying and I haven't tuned x properly yet. Take care" [X Link](https://x.com/YeahDrDave/status/1979806384352088200) 2025-10-19T07:06Z [----] followers, [---] engagements "$BMNR / $ETH / $GLD Which chart do you buy The top one is now in the throws of wide spread capitulation and deep pessimism. The bottom one now has people in line for hours and rioting in-front of exchanges to buy. $BMNR / $ETH / $BTC / $GLD Have not sold any $BMNR. My thesis currently is that $BTC is bottoming here at $103k and gold just topped at $4400. The capitulation in crypto is playing out and in the midst of this I am betting $BMNR holds this $48 level. Time for a reversal $BMNR / $ETH / $BTC / $GLD Have not sold any $BMNR. My thesis currently is that $BTC is bottoming here at $103k" [X Link](https://x.com/YeahDrDave/status/1979963537985609883) 2025-10-19T17:31Z 11.9K followers, [----] engagements "I've been building out an AI energy portfolio and have been doing a ton of research. I'm very excited about this next pick. This one is very early ($1B market cap). High risk/high reward. Amazingly it's one of only two options in a very critical area and the other is 20B market cap. I think it will pair well with my $EOSE position but hasn't gone mainstream or parabolic yet. The stock is just now emerging out of years of grinding out a base (one of my favorite patters la $RKLB / $HOOD / $PLTR / $EOSE). Still want to do a bit more reading and fact-checking. Post goes out Monday morning. The" [X Link](https://x.com/YeahDrDave/status/1979983189243535799) 2025-10-19T18:49Z [----] followers, 38K engagements "$SPX Still modeling out a week more of grind/chop (till Mon Oct 27). We've done about [--] days of consolidation before each leg and it has been very healthy despite so many jumping to call a top each time. A sudden big move higher for no reason would have me more defensive. I think I structured things pretty well all things considered. https://t.co/PGdAxrtGqT I think I structured things pretty well all things considered. https://t.co/PGdAxrtGqT" [X Link](https://x.com/YeahDrDave/status/1979994230006403433) 2025-10-19T19:33Z [----] followers, 11.9K engagements "$TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts 3-5 years out. Nuclear A decade away. But data centers are building NOW. Solar is the only large-scale rapidly deployable energy source ready today. China has a stranglehold. Even $TSLA doesn't make its own solar panels/cells. Enter FEOC rules (Foreign Entity of Concern): Only modules using U.S.-made cells qualify for the 10% domestic content bonus on top of the 30% ITC through [----]. Imported" [X Link](https://x.com/YeahDrDave/status/1980261469284344132) 2025-10-20T13:15Z [----] followers, 103.5K engagements "Two side points I didn't want to bog down the post with. The stat that $TE is going to be producing two nuclear reactors worth of energy production per year surprised me however it looks to be true. I did simplify the math to not over complicate the point. $TE producing [--] GW of solar module capacity per year means T1 Energy manufactures panels that when installed can collectively generate up to [--] GW of peak power. A typical nuclear reactor has an electrical generating capacity of about [--] GW. Some modern reactors can reach 1.3-1.5 GW but [--] GW is a standard benchmark for equivalents. Thus 10" [X Link](https://x.com/YeahDrDave/status/1980268855311356094) 2025-10-20T13:44Z [----] followers, [----] engagements "Highly recommend reading @hiteshkar 's work. Well written and far more comprehensive than my overview post. I recommend people read it for more details as well as a look at the risks for $TE. @YeahDrDave Did you check out my $TE thesis https://t.co/kCyHW9i3hn @YeahDrDave Did you check out my $TE thesis https://t.co/kCyHW9i3hn" [X Link](https://x.com/YeahDrDave/status/1980297810584191117) 2025-10-20T15:39Z [----] followers, [----] engagements "$CCCX - Infleqtion Listen to CEO Matthew Kinsella discuss how quantum sensing is an immediate real-world application for national security and how it is becoming essential in order for the US to maintain its superiority on the battlefield. $CCCX Infleqtion + $NVDA relationship disclosures in new SEC filing "our collaboration is about the future: expanding the effective contextwindow for GPUs overcoming scaling bottlenecks and building the foundation for fully integrated quantum-classical computing. By working $CCCX Infleqtion + $NVDA relationship disclosures in new SEC filing "our" [X Link](https://x.com/YeahDrDave/status/1980302991979872263) 2025-10-20T16:00Z [----] followers, 52.3K engagements "https://x.com/YeahDrDave/status/1980261469284344132 $TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts 3-5 years out. Nuclear A decade away. But data centers are building NOW. https://t.co/C7fjlwiXZr https://x.com/YeahDrDave/status/1980261469284344132 $TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas" [X Link](https://x.com/YeahDrDave/status/1980318334152503502) 2025-10-20T17:00Z [----] followers, [----] engagements "@LibertadEterno Market cap is now about $5B. The catch is most people don't know and don't put in the effort to know. By the time it is obvious and everyone gets it $CCCX / Infleqtion / $INFQ will be $20B" [X Link](https://x.com/YeahDrDave/status/1980391856216371547) 2025-10-20T21:53Z 13.4K followers, [----] engagements "@scotto2050 @RocketLab @amazon @ProjectKuiper Very cool find great job Wait a minute how many satellites is $AMZN planning to launch for their constellation [----] satellites That's [-----] reaction wheels" [X Link](https://x.com/YeahDrDave/status/1980456466759975344) 2025-10-21T02:09Z [----] followers, [----] engagements "@scotto2050 @RocketLab @amazon @ProjectKuiper Some of the estimates I saw were saying $80k-$100k per wheel Especially the larger 12nms ones which is what I think $AMZN would be using. https://satsearch.co/products/rocketlab-12-0-nms-rwa-rw4-reaction-wheel https://satsearch.co/products/rocketlab-12-0-nms-rwa-rw4-reaction-wheel" [X Link](https://x.com/YeahDrDave/status/1980459173696663978) 2025-10-21T02:20Z [----] followers, [----] engagements "$RKLB x $AMZN Very cool detective work @scotto2050. Wait a second how many satellites is $AMZN planning to launch Apparently [----] That's potentially [-----] reaction wheel orders for $RKLB At $100k each that's $1.3B Rocketlab is going to be THE space manufacturing giant https://satsearch.co/products/rocketlab-12-0-nms-rwa-rw4-reaction-wheel ROCKET LAB x AMAZON CONFIRMED 🚨 $RKLB have updated the data sheet for their 12Nms reaction wheel Flight heritage has increased from [--] units as of Oct '23 to [---] units as of Sep '25 [---] wheels / [--] per sat = [---]. The same number of Kuiper sats launched to" [X Link](https://x.com/YeahDrDave/status/1980459815064465594) 2025-10-21T02:23Z [----] followers, [----] engagements "@mottbox_ @scotto2050 @RocketLab @amazon @ProjectKuiper Sure like 20% so $80k That's the current speculation I'm seeing. Ofcourse it's rough guesswork but could be much higher than $20k. $20k is what the smaller wheels go for. @scotto2050's find could be a very big deal over the next few years" [X Link](https://x.com/YeahDrDave/status/1980474015996342701) 2025-10-21T03:19Z [----] followers, [---] engagements "$EOSE Now the Pennsylvania Governor is heading to $EOSE HQ along with other economic and union leaders to make a big announcement today https://x.com/thejefflutz/status/1980534709571735595 Tons of amazing clues and DD coming out on $EOSE the last few days. Feels like initial discovering $HOOD / $ASTS / $RKLB all over again. https://x.com/thejefflutz/status/1980534709571735595 Tons of amazing clues and DD coming out on $EOSE the last few days. Feels like initial discovering $HOOD / $ASTS / $RKLB all over again" [X Link](https://x.com/YeahDrDave/status/1980607325988622661) 2025-10-21T12:09Z [----] followers, [----] engagements "$EOSE shorts Were turning plans into action⚡ Eos is expanding its U.S. manufacturing & launching a new software hub in Pittsburgh supporting job growth software integration and advancing American energy innovation. Read the full announcement here: https://t.co/vlPOSRuoqC https://t.co/WdKN4fgbCc Were turning plans into action⚡ Eos is expanding its U.S. manufacturing & launching a new software hub in Pittsburgh supporting job growth software integration and advancing American energy innovation. Read the full announcement here: https://t.co/vlPOSRuoqC https://t.co/WdKN4fgbCc" [X Link](https://x.com/YeahDrDave/status/1980611225793843361) 2025-10-21T12:24Z [----] followers, [----] engagements "Chop continues in momentum names. To me this is very healthy. I am paying attention to what names are holding up well when arguably on a surface level they should be getting destroyed. $ETH / $BMNR should be wrecked today but is holding up which is interesting. $SPX Still modeling out a week more of grind/chop (till Mon Oct 27). We've done about [--] days of consolidation before each leg and it has been very healthy despite so many jumping to call a top each time. A sudden big move higher for no reason would have me more defensive. https://t.co/mKxLbFMlTR $SPX Still modeling out a week more of" [X Link](https://x.com/YeahDrDave/status/1980636980502495436) 2025-10-21T14:07Z [----] followers, 16.2K engagements "$ASTS No major institutional or dark pool money moving on this -13%. $ASTS is my largest position by far and I am also cool as cucumber. Obviously one's biggest position down 30% in just four trading days puts a dent in the portfolio but the $ASTS balance sheet is insane now. $ASTS Market & Dark Pool Update Oct [--] AST SpaceMobile closed at $72.74 (-5.16%) with an additional -7.38% after hours following the announcement of a $50M convertible note repurchase plan. Despite the sharp drop dark pool activity stayed consistent totaling nearly $10M https://t.co/ZR5XDJsdbl $ASTS Market & Dark Pool" [X Link](https://x.com/YeahDrDave/status/1980744003516788835) 2025-10-21T21:12Z [----] followers, 21.2K engagements "$TE / Solar Good question. Energy Secretary Chris Wright wrote about not subsidizing wind and solar in perpetuity. I don't disagree. Wind I am not a fan of in general. My bet is that solar is about to get a massive inflow of desperate energy starved data center money. It won't be long before it doesn't need the subsidy. But hey if they want to give money to $700M market cap $TE and an even more guaranteed win then I will take it. @YeahDrDave What do you make of chris wright being bearish on solar @YeahDrDave What do you make of chris wright being bearish on solar" [X Link](https://x.com/YeahDrDave/status/1980816537717264566) 2025-10-22T02:00Z [----] followers, [----] engagements "I found what I thought might be an extreme market mispricing in a uniquely pivotal area at a uniquely pivotal time. I also think energy is going to be extremely important and wanted solar exposure so of the two options I picked the undervalued one. I do not own $FSLR. If $TE turns out to be run by a bunch of clowns then even the nicest story might not save them" [X Link](https://x.com/YeahDrDave/status/1980821288315974043) 2025-10-22T02:19Z [----] followers, [---] engagements "$EOSE just revealed an anticipated 13233.33% revenue increase. No that is not a typo. From $15M to $2B. That could imply a $20B+ market cap and $70/share "OK Dave you've lost your damn mind". No. Listen. I know it sounds crazy. BUT I don't think most people (even the grizzled $EOSE diehards) fully grasp how massive this news is. Many are still in disbelief too emotionally scarred to spell it out. There was always a chance the 30% shorts were right to dismiss the ridiculous growth $EOSE's team was guiding for. There was always a chance that something would come up and that we would get some" [X Link](https://x.com/YeahDrDave/status/1980982474839924825) 2025-10-22T13:00Z [----] followers, 146.2K engagements "Major bloodbath and capitulation in good names along with the trash. Starting to deploy reserves. Chop continues in momentum names. To me this is very healthy. I am paying attention to what names are holding up well when arguably on a surface level they should be getting destroyed. $ETH / $BMNR should be wrecked today but is holding up which is interesting. Chop continues in momentum names. To me this is very healthy. I am paying attention to what names are holding up well when arguably on a surface level they should be getting destroyed. $ETH / $BMNR should be wrecked today but is holding up" [X Link](https://x.com/YeahDrDave/status/1981011316270829749) 2025-10-22T14:54Z [----] followers, 13.7K engagements "Snagged some $15 $CCCX. Holy moly talk about capitulation" [X Link](https://x.com/YeahDrDave/status/1981014301273178177) 2025-10-22T15:06Z [----] followers, 24.4K engagements "It's been six hours and tens of thousands of views and so far only a thumbs up from the $EOSE crew. Yet everyone else is panic selling a $70 stock for $14 I increased my $EOSE position size significantly today" [X Link](https://x.com/YeahDrDave/status/1981075214051250349) 2025-10-22T19:08Z [----] followers, [----] engagements "$CCCX / $INFQ Infleqtion Shrinking massive radar dishes to quantum sensors the size of sugar cubes The CEO breaks down how they're delivering real products real revenue and transforming sensors in everything from cell phones to battleships with their neutral atom technology $CCCX - Infleqtion Listen to CEO Matthew Kinsella discuss how quantum sensing is an immediate real-world application for national security and how it is becoming essential in order for the US to maintain its superiority on the battlefield. https://t.co/HLbWknDvbn $CCCX - Infleqtion Listen to CEO Matthew Kinsella discuss" [X Link](https://x.com/YeahDrDave/status/1981143338876297560) 2025-10-22T23:39Z 13.4K followers, 51.3K engagements "$IONQ $RGTI $QBTS $CCCX For everyone rolling their eyes and scoffing at the US government treating quantum as a strategic resource please take a step back and educate yourself on why that might not be the government yolo'ing at a casino. Please watch these videos below. $CCCX / $INFQ Infleqtion Shrinking massive radar dishes to quantum sensors the size of sugar cubes The CEO breaks down how they're delivering real products real revenue and transforming sensors in everything from cell phones to battleships with their neutral atom technology https://t.co/kf9pn17ByU $CCCX / $INFQ Infleqtion" [X Link](https://x.com/YeahDrDave/status/1981171395393704201) 2025-10-23T01:30Z [----] followers, [----] engagements "Well maybe it was more like "guzzled up some $15 $CCCX." Snagged some $15 $CCCX. Holy moly talk about capitulation. Snagged some $15 $CCCX. Holy moly talk about capitulation" [X Link](https://x.com/YeahDrDave/status/1981178209002824001) 2025-10-23T01:57Z [----] followers, 12.9K engagements "@atxatxatx123 Probably not for a few years. Will just borrow against it for years and not pay any taxes on it" [X Link](https://x.com/YeahDrDave/status/1981179999597297703) 2025-10-23T02:04Z [----] followers, [---] engagements "@amitisinvesting Here is an explanation of why the government needs quantum https://x.com/YeahDrDave/status/1980302991979872263 $CCCX - Infleqtion Listen to CEO Matthew Kinsella discuss how quantum sensing is an immediate real-world application for national security and how it is becoming essential in order for the US to maintain its superiority on the battlefield. https://t.co/HLbWknDvbn https://x.com/YeahDrDave/status/1980302991979872263 $CCCX - Infleqtion Listen to CEO Matthew Kinsella discuss how quantum sensing is an immediate real-world application for national security and how it is" [X Link](https://x.com/YeahDrDave/status/1981192049539125583) 2025-10-23T02:52Z [----] followers, 13.2K engagements "@amitisinvesting $EOSE is led by Cerberus https://x.com/YeahDrDave/status/1977075148143644947 $EOSE If only there was a full-stack fully American zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a sudden 10x revenue surge that the market has scoffed at What if its stock has a 30% short float https://t.co/IcmThtYELk https://x.com/YeahDrDave/status/1977075148143644947 $EOSE If only there was a full-stack fully American zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a" [X Link](https://x.com/YeahDrDave/status/1981199551156670683) 2025-10-23T03:22Z [----] followers, [----] engagements "$CCCX / $INFQ Infleqtion A reminder that when a legitimate quantum company comes around there will be signs. $CCCX / $INFQ Infleqtion Shrinking massive radar dishes to quantum sensors the size of sugar cubes The CEO breaks down how they're delivering real products real revenue and transforming sensors in everything from cell phones to battleships with their neutral atom technology https://t.co/kf9pn17ByU $CCCX / $INFQ Infleqtion Shrinking massive radar dishes to quantum sensors the size of sugar cubes The CEO breaks down how they're delivering real products real revenue and transforming" [X Link](https://x.com/YeahDrDave/status/1981205273416225237) 2025-10-23T03:45Z 13.4K followers, 41.9K engagements "$EOSE Yea I don't know about that. @YeahDrDave I shorted EOSE significantly today @YeahDrDave I shorted EOSE significantly today" [X Link](https://x.com/YeahDrDave/status/1981209320240140538) 2025-10-23T04:01Z [----] followers, [----] engagements "$CCCX / $INFQ Infleqtion Strong performance today. Still the best value in quantum in my opinion and it hasn't even fully gone public yet. Once it does the news and attention will increase Just as a reminder that at $20 the real marketcap is $5B at IPO. Researching $SKYT now. $CCCX / $INFQ Infleqtion A reminder that when a legitimate quantum company comes around there will be signs. https://t.co/eORYZC8Lvc $CCCX / $INFQ Infleqtion A reminder that when a legitimate quantum company comes around there will be signs. https://t.co/eORYZC8Lvc" [X Link](https://x.com/YeahDrDave/status/1981497224342491238) 2025-10-23T23:05Z 13.4K followers, 15.8K engagements "You just looked at the Robinhood page for the SPAC holding company and concluded the actual quantum company that has been building since [----] and sending sensors/computing to the international space station has two employees They have over [---] employees (130 PhD physicist and engineers) across offices in US UK and Australia https://x.com/YeahDrDave/status/1974577772921319900 https://x.com/YeahDrDave/status/1974577772921319900" [X Link](https://x.com/YeahDrDave/status/1981509373383102705) 2025-10-23T23:53Z [----] followers, [---] engagements "For those asking about the $CCCX $5B "real" mcap at $20: Please learn how SPACs workthey're likely to become more common. Chamath is the one who gave SPACs a scammy reputation but they don't have to be scammy. Otherwise as annoying and clunky as they are they're probably better than the max-extraction regular IPOs we'd otherwise get. When regulatory approval occurs and there's a shareholder vote (probably end of [----] or Q1 2026) $CCCX (the empty holding company) will merge with Infleqtion (the real quantum company) and the ticker will automatically change to $INFQ at a 1:1 ratio. You don't" [X Link](https://x.com/YeahDrDave/status/1981527983761608969) 2025-10-24T01:07Z 13.5K followers, [----] engagements "$CCCX / $INFQ Infleqtion SPAC risks and the real market cap The real market cap is $5B at $20 a share. Understandably I am getting asked this a lot. So I wrote this all out for you guys: For those asking about the $CCCX $5B "real" mcap at $20: Please learn how SPACs work they are likely to become more common. Chamath is the one who gave SPACs a scammy reputation but they don't have to be scammy. Otherwise as annoying and clunky as they are they're probably better than the typical max retail extraction $100B mcap cash-grab institutionally raped IPOs we would get. When regulatory approval" [X Link](https://x.com/YeahDrDave/status/1981532374824603945) 2025-10-24T01:25Z 13.4K followers, 23.9K engagements "$CCCX / $INFQ Infleqtion (prev Coldquanta) has gotten [---] US gov contracts dating back to Sept [----]. $IONQ (another legit quantum company) has had [--] oldest was Sept [----]. $CCCX would be $80 at the same valuation as $IONQ Gov Database: Top (Infleqtion/Coldquanta) Bottom (IONQ) $CCCX / $INFQ Infleqtion A reminder that when a legitimate quantum company comes around there will be signs. https://t.co/eORYZC8Lvc $CCCX / $INFQ Infleqtion A reminder that when a legitimate quantum company comes around there will be signs. https://t.co/eORYZC8Lvc" [X Link](https://x.com/YeahDrDave/status/1981722345107829014) 2025-10-24T14:00Z 13.5K followers, 37.9K engagements "$TE Added more today at $3.50 halfway to target size. Batteries are hot $EOSE $FLNC solar overlooked. Perfect time to build a position. Data center construction just starting; energy crunch hits next year aligning with $TE's 2nd mega factory ramp-up. Recent raise is expected. $TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts 3-5 years out. Nuclear A decade away. But data centers are building NOW. https://t.co/C7fjlwiXZr $TE T1 Energy Energy is" [X Link](https://x.com/YeahDrDave/status/1981829693667180703) 2025-10-24T21:06Z [----] followers, 25.5K engagements "@_TradeForce_ check out the intro post I did on $TE. I don't think the "renewable energy" political football is a factor anymore. If anything Trump strengthened $TE's unique position" [X Link](https://x.com/YeahDrDave/status/1981833784933986766) 2025-10-24T21:22Z [----] followers, [---] engagements "@5xCap Well I am a bit of an $EOSE connoisseur as well. Search my $EOSE posts" [X Link](https://x.com/YeahDrDave/status/1981835574588891275) 2025-10-24T21:29Z [----] followers, [---] engagements "$ASTS just hired a "VP of Engineering: Federal Programs" who has a background in radar and missile defense with [--] years at Raytheon. Golden Dome announcement immanent. We are done guys we made it. Credit @sgreddit125 for the find $ASTS / $RKLB The world has woken up to the need for hypersonic missile defense. One thing this unfortunate escalation has shown is the stark difference between "regular" ballistic missiles vs the way hypersonic missiles are able to cut through defenses. Being able to detect https://t.co/FDhG09Kib8 $ASTS / $RKLB The world has woken up to the need for hypersonic" [X Link](https://x.com/YeahDrDave/status/1981950435826262460) 2025-10-25T05:06Z [----] followers, 14.8K engagements "$TE Is wildly miss priced. If I hadn't seen it for myself I would never have believed this company is being valued at $500M. It's only other competition is valued at a $26B. $TE has raised total about 1.2B in funding. Valued at 550M currently. It's a physical business with real world assets-- Advance Solar Manufacturing capabilities in the US. Not a digital business. This needs further investigation. P.S. Savage to see Fidelity as investors https://t.co/SCA7VvcfGk $TE has raised total about 1.2B in funding. Valued at 550M currently. It's a physical business with real world assets-- Advance" [X Link](https://x.com/YeahDrDave/status/1982470642021924995) 2025-10-26T15:33Z [----] followers, 23.4K engagements "@hiteshkar Yes I don't think they should have the same valuation (yet) but $TE is currently valued at 2% of $FSLR" [X Link](https://x.com/YeahDrDave/status/1982473967555522749) 2025-10-26T15:46Z [----] followers, [----] engagements "$EOSE Huge Analyst Price Target Raises Two of the highest rated and most accurate wallstreet analysts just put out reports on $EOSE and doubled their price targets to +$20. Meanwhile the 30% short float has increased This is going to be hilarious. $EOSE just revealed an anticipated 13233.33% revenue increase. No that is not a typo. From $15M to $2B. That could imply a $20B+ market cap and $70/share "OK Dave you've lost your damn mind". No. Listen. I know it sounds crazy. BUT I don't think most people (even $EOSE just revealed an anticipated 13233.33% revenue increase. No that is not a typo." [X Link](https://x.com/YeahDrDave/status/1982497736395223096) 2025-10-26T17:21Z [----] followers, 56.3K engagements "Everyone and their mother is talking about $KRKNF Kraken meanwhile there is another low cap Anduril partner that is traded on the NASDAQ that is about to break out of a three year consolidation 😏 $OUST $OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones and cleared by DOD for use in other unmanned systems across the industry -Robotics: last mile driverless delivery mapping and humanoid robotics sensors/coordination https://t.co/SLIkLI7E2G $OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones" [X Link](https://x.com/YeahDrDave/status/1982530548112535822) 2025-10-26T19:31Z [----] followers, 85.7K engagements "@ThetaBondsman $OUST is heavily investing in R&D scaling manufacturing and building out software as well. That's why they are "unprofitable". Sales grew 30% and GAAP margins are 45%. Both are interesting companies and here's a general overview" [X Link](https://x.com/YeahDrDave/status/1982570979755995203) 2025-10-26T22:12Z 14.3K followers, [----] engagements "$HOOD I can't believe the "I'll say $HOOD is expensive so I sound reasonable" crowd let me buy in the $120s even after they revealed a gambling/predictions empire and the start of their banking empire. It wasn't expensive in July at $90. Now in October at $120 it wasn't expensive either. What's the gambling/prediction market worth What is the banking TAM worth How about asset management Stablecoins Mortgages Private markets This will be a trillion-dollar company in a few short years. That is $1125 a share. But yes go on and say $120's is "expensive." $HOOD is not expensive Everyone parroting" [X Link](https://x.com/YeahDrDave/status/1982587770775494875) 2025-10-26T23:18Z [----] followers, 36.3K engagements "$EOSE @YeahDrDave 13300% of [--] is still [--] @YeahDrDave 13300% of [--] is still 0" [X Link](https://x.com/YeahDrDave/status/1982641030156726670) 2025-10-27T02:50Z [----] followers, [----] engagements "$TE Everyone in my DMs asking why $TE hasn't 10x'd already This isn't a meme stock. It's a small cap in a beaten down sector undergoing intensive raises/dilution building out a second mega factory. An intro post from a chicken on the internet doesn't mean go all in with no DD. $TE Added more today at $3.50 halfway to target size. Batteries are hot $EOSE $FLNC solar overlooked. Perfect time to build a position. Data center construction just starting; energy crunch hits next year aligning with $TE's 2nd mega factory ramp-up. Recent raise is expected. $TE Added more today at $3.50 halfway to" [X Link](https://x.com/YeahDrDave/status/1982886098604077443) 2025-10-27T19:04Z [----] followers, 12.7K engagements "$CCCX / $INFQ Infleqtion's neutral atom technology referenced in the All In Podcast Not only do they have real products in the field with quantum sensing but Infleqtion is also leveraging their neutral atom technology to build quantum computers without the need for huge chandelier cryogenic setups. On the @theallinpod @friedberg interviews this year's Nobel Price recipient for physics John Martinis who expresses his excitement for this novel neutral atom approach. $CCCX / $INFQ Infleqtion (prev Coldquanta) has gotten [---] US gov contracts dating back to Sept [----]. $IONQ (another legit quantum" [X Link](https://x.com/YeahDrDave/status/1982960377953694121) 2025-10-27T23:59Z 13.4K followers, 27.9K engagements "$CCCX Robinhood just setup overnight trading The only other overnight quantum name is $IONQ but when was the last time they did overnight trading for a SPAC The attention on this name is huge @vladtenev knows what the people want @BioMindBeliever @YeahDrDave Interesting to note robinhood tonight added overnight trading to CCCx Most quantum names don't have that on hood Vlad knows what's up @BioMindBeliever @YeahDrDave Interesting to note robinhood tonight added overnight trading to CCCx Most quantum names don't have that on hood Vlad knows what's up" [X Link](https://x.com/YeahDrDave/status/1982976166660333610) 2025-10-28T01:02Z [----] followers, 15.6K engagements "$TE T1 Energy - Prelim Q3 [----] Results Continued revenue growth amid U.S. solar manufacturing expansion [--] Q4 - $2.9M [--] Q1 - $53.5M (+1745%) [--] Q2 - $132.8M (+148%) [--] Q3 - $210M (+58% just reported) [--] Q4 - $313M (+49% expected) Growth is fueled by increasing production at the G1_Dallas facility (expected 2.63.0 GW for full-year 2025) and government incentives (Section 45X credits). From Q3 earnings report: "In Q4 [----] T1 expects a significant increase in sales related to the highest expected production year-to-date at G1_Dallas" Also there was a Q3 impairment and sales deferral pushing" [X Link](https://x.com/YeahDrDave/status/1983176929680441770) 2025-10-28T14:20Z [----] followers, 64.5K engagements "Small Cap Anduril partners/suppliers: Ouster $OUST vs Kraken Robotics $KRKNF / $PNG $OUST trades on the NASDAQ. $KRKNF is OTC. Revenue: Profit: Kraken Robotics does sound cooler though. Everyone and their mother is talking about $KRKNF Kraken meanwhile there is another low cap Anduril partner that is traded on the NASDAQ that is about to break out of a three year consolidation 😏 $OUST Everyone and their mother is talking about $KRKNF Kraken meanwhile there is another low cap Anduril partner that is traded on the NASDAQ that is about to break out of a three year consolidation 😏 $OUST" [X Link](https://x.com/YeahDrDave/status/1983209646782288359) 2025-10-28T16:30Z 12.6K followers, 49.8K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@YeahDrDave YeahDave
YeahDave posts on X about $eose, $asts, $rklb, $te the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-------] +66%
- [--] Month [---------] -23%
- [--] Months [----------] +16,941%
- [--] Year [----------] +353,280%
Mentions: [--] #
- [--] Week [--] -30%
- [--] Month [---] +32%
- [--] Months [---] +1,189%
- [--] Year [---] +5,546%
Followers: [------] #
- [--] Week [------] +1.30%
- [--] Month [------] +14%
- [--] Months [------] +5,649%
- [--] Year [------] +11,160%
CreatorRank: [-------] #
Social Influence
Social category influence stocks finance #4717 cryptocurrencies technology brands countries automotive brands exchanges celebrities products social networks
Social topic influence $eose #58, $asts #87, $rklb #81, $te #33, $cccx, $hood #358, ai, money, solar, $infq
Top accounts mentioned or mentioned by @yeahdrdave @spacanpanman @blackscholesman @pennycheck @yeahdave @stonkshepherd @deepvaluebagger @kingtutcap @spaceinvestord @grok @parallelairev @krossroads @amitisinvesting @aiwayfinder @vladtenev @docofgothm @robinhoodapp @hiteshkar @accountingds @rklbman
Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Robinhood Markets, Inc. (HOOD) Redwire Corporation (RDW) SkyWater Technology, Inc. (SKYT) Fluence Energy, Inc. (FLNC) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Bitcoin (BTC) Joby Aviation, Inc. (JOBY) BITMINE IMMERSION TECH (BMNR) Amazon.com, Inc. (AMZN) SPX6900 (SPX) QuantumScape Corporation (QS) Ethereum (ETH) Palantir Technologies Inc. (PLTR) IonQ, Inc. (IONQ) RAI Finance (SOFI) Bloom Energy Corporation (BE) First Solar, Inc. (FSLR) Ondas Holdings Inc. Common Stock (ONDS) Hims & Hers Health, Inc. (HIMS) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Velo (VELO) Strategy (MSTR)
Top Social Posts
Top posts by engagements in the last [--] hours
"@ParallelAiRev @AIWayfinder @ParallelTCG $PRIME is one of my largest spot holdings but I think some of the concern I am hearing is with the question of the value of the $PRIME token going forward. So far the narrative there is that there are constant unlocks with the team/investors dumping"
X Link 2024-06-09T18:12Z [---] followers, [----] engagements
"@ParallelAiRev @AIWayfinder @ParallelTCG Sure but I think people are being shortsighted in that regard as well. There is value in $PRIME outside of this caching thing. It is one of the only legit gaming investment options in this space and maybe one of the only real and durable crypto investments in general"
X Link 2024-06-09T18:19Z [---] followers, [---] engagements
"@ParallelAiRev @AIWayfinder @ParallelTCG Exactly I think it is an additional value add to $PRIME. One of many. But not the only one. This caching thing is one of several reasons $PRIME has value and demonstrates that the team continues to strategize execute and bring value at a high level"
X Link 2024-06-09T18:24Z [---] followers, [--] engagements
"Even if you dont care about $PRIME or crypto games or whatever; I think treating this caching as a way to get into a seed round for an actually useful AI project ( $PROMPT) is interesting"
X Link 2024-06-10T00:28Z [---] followers, [---] engagements
"If you have never held $PRIME or don't care about it at all but think AI or the wayfinder tech might be valuable then it makes sense to buy $PRIME and jam it into max multiplier to get a bigger piece of the allocation when $PROMPT launches in a few months"
X Link 2024-06-10T00:28Z [---] followers, [---] engagements
"Then at worst you can write off the original $PRIME used as seed investor money and if you get any of your principle back in three years then it is the cherry on top. Oh and it doesn't hurt that $PRIME itself is one of the few legit projects in actual use in crypto"
X Link 2024-06-10T00:28Z [---] followers, [---] engagements
"If three years is too much then do [--] days and just keep extending. Jump out whenever and you will still get a bunch of $PROMPT. I think this $PRIME decline now is just a symptom of the overall market mopeyness and shortsightedness"
X Link 2024-06-10T00:28Z [---] followers, [---] engagements
"@SenkuTrades It also helps that the top [--] wallets are holding strong and are patient. A solid amount of accumulation going on as well. Many six figure twap sells have been absorbed"
X Link 2024-06-16T04:54Z [---] followers, [---] engagements
"@ParallelAiRev @AIWayfinder @ParallelTCG But by caching some for PROMPT and selling the rest it sounds like the community is voting that holding $PRIME itself has otherwise lost it's value I still think the emphasis should be the value of holding/buying $PRIME outside of "swapping" it for PROMPT"
X Link 2024-06-17T04:19Z [---] followers, [---] engagements
"@SenkuTrades @Tezsi_ I am with you I will defend $USA as well"
X Link 2024-06-18T01:54Z [---] followers, [---] engagements
"@ParallelAiRev @AIWayfinder That would just dilute all of the cached $PRIME holders who gave their support"
X Link 2024-06-19T03:26Z [---] followers, [---] engagements
"The deadline to max cache your $PRIME is in [--] hours. $9 per $PRIME Thanks Just grabbed [--] figs more $PRIME with this 50% discount and added it to the pile. [--] year max multiplier grace period ends Wednesday June [--] [----] [----] UTC (in [--] hours)"
X Link 2024-06-19T06:06Z [---] followers, [--] engagements
"@ParallelAiRev Not to kick a horse while it is down (as I am also on that horse) but other than swapping $PRIME for $PROMPT there isn't much discussion on the value of holding $PRIME itself. A lot of the other things mentioned don't particularly benefit those holding $PRIME specifically"
X Link 2024-06-26T19:14Z [---] followers, [---] engagements
"$RKLB is literally restructuring in anticipation of Golden Dome involvement and Neutron is not delayed and they are building a satellite program due to customer demand yet people are selling because Silly"
X Link 2025-05-09T14:02Z [---] followers, [---] engagements
"I read virtually everything you post on this topic because your posts are well thought out and appreciated. My only comment here is that we don't know what the final Starlink V3 design and capabilities will be. As someone heavily invested in $ASTS I think its important that the community avoid being overly generous to $ASTS and overly negative to competition so that healthy/meaningful conversations are not clouded by bias"
X Link 2025-05-30T16:42Z [---] followers, [---] engagements
"@techinvestoor @spacanpanman @ASTS_SpaceMob @samsolid57 These spacemob community members have already put in tons of their time and there are many threads people can look at for a basic understanding of the thesis behind $ASTS"
X Link 2025-05-31T02:35Z [---] followers, [---] engagements
"$RKLB I don't think we have begun to price in the impact of Neutron achieving a controlled retrievable splashdown. This milestone will not only open a new chapter for Rocket Lab that will begin to dwarf the past but also carry profound symbolic significance for humanity. Developing a reusable rocket is a monumental feat one only relatively recently accomplished by just SpaceX. However SpaceX shares arent easily accessible. How does one financially express optimism and excitement for humanity's entrance into a new space age $RKLB What will that kind of expression be worth"
X Link 2025-06-02T01:41Z [---] followers, [----] engagements
"The majority of $RKLB's income is NOT from launch. Rocket lab is a space manufacturing company. Launch is just a necessity for the rest of it's roadmap. https://x.com/hypergrowth102/status/1929644098723762198 @DeepValueBagger @ashleybezamat It absolutely matters. ASTS actually has a decent chance of dominating D2C. $RKLB has .001% chance of dominating launch. Their margins will be sh*t as well because of it. https://x.com/hypergrowth102/status/1929644098723762198 @DeepValueBagger @ashleybezamat It absolutely matters. ASTS actually has a decent chance of dominating D2C. $RKLB has .001% chance"
X Link 2025-06-02T21:20Z [---] followers, [---] engagements
"@hypergrowth102 @DeepValueBagger @ashleybezamat The majority of $RKLB's income is NOT from launch. Rocket lab is a space manufacturing company. Launch is just a necessity for the rest of it's roadmap"
X Link 2025-06-02T21:21Z [---] followers, [---] engagements
"Being able to get into space in a relatively affordable manner is a necessary evil and essential to $RKLB's business and basically every space company's business. $RKLB will be beholden to no one. Also no one other than SpaceX is making reusable rockets. If you keep throwing away your rockets then you are going to get left behind. In the coming space age $RKLB becomes a gatekeeper. There is a lot of value in that"
X Link 2025-06-02T21:33Z [---] followers, [---] engagements
"@Kross_Roads The shady timing on Bank of America and Citi deciding now is a good time to reiterate their sell rating again for no reason likely contributed to the $HIMS reversal"
X Link 2025-06-04T04:14Z [---] followers, [---] engagements
""Since Thursdays exchange at least three commercial space companies Rocket Lab $RKLB Stoke Space and Jeff Bezoss Blue Origin have been contacted by government officials about the status of their rockets and when they might be available for government missions" "One NASA official said that watching the feud between Trump and Musk play out on social media Thursday at first was entertaining. But once Musk called for decommissioning Dragon it turned really terrifying. Here we go."
X Link 2025-06-07T19:03Z [---] followers, [---] engagements
"$ASTS / $RKLB The world has woken up to the need for hypersonic missile defense. One thing this unfortunate escalation has shown is the stark difference between "regular" ballistic missiles vs the way hypersonic missiles are able to cut through defenses. Being able to detect these missiles in their orbital/sub-orbital phases will be essential. $ASTS and their unmatched orbital arrays will play a critical role in their detection/tracking and $RKLB is a leader in hypersonic rocket technology"
X Link 2025-06-15T19:10Z [---] followers, 10.4K engagements
"$HIMS is essentially creating a whole new market. Getting adult prescriptions into gummy form and on top of that adding personalized additional supplements is a big leap forward in modernizing medicine away from "pharma pills". Also they aren't sourcing this from the outside. Building ground up tooling engineering and quality control in house speaks to a high level of execution ability and larger future ambitions. Lastly the product design and marketing expertise is noteworthy as well"
X Link 2025-06-18T06:07Z [---] followers, [---] engagements
"The issue is the narrative. The market will not give $GRAB it's due attention if they don't make AI their core/foundational narrative. [--]. It remains to be seen how quickly autonomous vehicles disrupt SEA. I don't think we can be so confident that it won't have some effect. But again yes the reality will be nuanced whoever the AI narrative would ask "why would I risk dead money betting autonomous wont be a factor in SEA". As you say in your research paper they just had a product day in April and it was not very "AI sexy". You mention that in their product day they showed: "GrabFood for One"
X Link 2025-06-22T19:20Z [---] followers, [---] engagements
"100% If they use that money to show (and not just tell as Karp likes to say) that they truly get the AI/stablecoin future then $GRAB becomes very interesting all of a sudden. Until then I think we are all wondering if they will dig themselves in a deeper hole of "more of the same" and head the way of $APPL. Just being bigger is not going to cut it anymore and in a lot of ways can be negative"
X Link 2025-06-22T19:37Z [---] followers, [---] engagements
"Big fan of $VG Venture Global. $NEXT NextDecade on the other hand is an interesting dilemma. I have a smaller position in it after it won its legal battles against the DC activist judges. They smartly did not stop construction while fighting against the criminal and wasteful abuse of power from these "judges". Now it is a race against the clock to try to finish building out their terminal and infrastructure before the projected LNG glut in 2027/28. Hopefully the glut does not materialize as LNG becomes more and more of a stop gap energy source for the AI boom while nuclear ramps up. Also the"
X Link 2025-06-22T23:20Z [---] followers, [----] engagements
"Wild doesn't even describe it. It's crazy to be getting this much APY lending out $ASTS shares on top of the crazy gains. The Verizon deal hasn't even been announced. SPY isn't even back to ATH. And now your telling me there's $2.7B in distressed shorts on a $15B stock $ASTS: Pretty wild indeed 31% of float is short $ASTS: Pretty wild indeed 31% of float is short"
X Link 2025-06-24T05:36Z [---] followers, [---] engagements
"@EndicottInvests $RKLB is breaking into Europe (ESA sat launch). Big TAM expansion"
X Link 2025-06-26T14:47Z [---] followers, [---] engagements
"@Kross_Roads are a significant influx of defaults and missed payments an issue for $SOFI"
X Link 2025-06-30T03:49Z [---] followers, [---] engagements
"@Kross_Roads That's almost a moat in and of itself if it holds up. I do wonder though how this delinquency data (which was during the forbearance period) will change going forward"
X Link 2025-06-30T03:55Z [---] followers, [---] engagements
"The next phase for $ASTS and $RKLB now begins. There will be a rapid re-rating of these companies from speculative optimism to essential US (then world) infrastructure for the coming data and space age. Trump: We are working on building a golden dome for air defense over our country to protect it from enemies and it is larger and stronger than the Iron Dome. Trump: We are working on building a golden dome for air defense over our country to protect it from enemies and it is larger and stronger than the Iron Dome"
X Link 2025-07-04T22:08Z [---] followers, [---] engagements
""Is it because they've decided that the short thesis is dead or is it because the position is too risky/expensive" Both and the company has demonstrated a strong desire to avoid dilution and the company is less and less likely to need dilution and the institutional buying has been a freight train and the diehard Spacemob are no joke and they are scared of what's about to come"
X Link 2025-07-06T05:02Z [---] followers, [----] engagements
"$ASTS could have diluted like crazy for the Ligado deal and a number of other excuses but so far they are using dilution judiciously. A lot of other vapid so called "retail meme stocks" use it at first opportunity. Let's see what the instructional ownership looks like after the quarter end disclosures. Retail is becoming a force to be reckoned with. Many institutional players just got put horribly off sides by retail during the recent tariff hysteria. It's no longer a small factor. In this context Spacemob in particular is growing and their conviction looks past traditional valuation metrics."
X Link 2025-07-06T05:51Z [---] followers, [----] engagements
"@KevinLMak The "scared of what's to come" was not a reference to Spacemob but an additional reason in itself as to why shorting now is a bad idea. The risk of significant upcoming catalysts makes shorting far more dangerous compared to the relatively quite prior months"
X Link 2025-07-06T05:58Z [---] followers, [---] engagements
"@chamath Palantir seems to be the unicorn that is delivering real AI benefits"
X Link 2025-07-06T07:55Z [---] followers, [----] engagements
"@SpaceInvestor_D I gotta admit I'm kind of skeptical about $RDW. I've been in and out of the name over the last year and have done decently well with it but it's been hard to build conviction long term. I think most of what it does $RKLB could also do. $RDW is quite the Frankenstein company"
X Link 2025-07-06T14:34Z [---] followers, [---] engagements
"@Kross_Roads @bkim05 @cantonmeow why what does $COIN offer that $HOOD doesn't or wont soon offer The gap between take rates will narrow"
X Link 2025-07-06T20:06Z [---] followers, [--] engagements
"$RKLB Recent events have accelerated Rocket Lab's ascent into being the best way to place a clean bet on the coming space age. Is this the early "unicorn" $NVDA/ $PLTR/ $HOOD play for space $RKLB I don't think we have begun to price in the impact of Neutron achieving a controlled retrievable splashdown. This milestone will not only open a new chapter for Rocket Lab that will begin to dwarf the past but also carry profound symbolic significance for humanity. https://t.co/tK0F9zOUcy $RKLB I don't think we have begun to price in the impact of Neutron achieving a controlled retrievable"
X Link 2025-07-06T20:24Z [---] followers, [---] engagements
"I guess the question is how does any of that have anything to do with Golden Dome or Elon drama though. It's not that $RDW has no value but that its thesis is pretty muddy right now and the debate is whether it truly disserves the third spot next to the crystal clear $ASTS/ $RKLB thesis"
X Link 2025-07-06T21:02Z [---] followers, [---] engagements
"$OSS is a very interesting AI play creating rugged radiation/water/vibration proof AI hardware to take AI data center capabilities into harsh environments in military and commercial applications in air land sea and space. It is an $NVDA OEM partner and the only OEM partner with a NVLink design license. These tanks submarines planes satellites agricultural/construction vehicles will need rugged and mobile AI hardware. I have been building a position for months in this $2.50-$3.00 range. With $1B in the pipeline even now at $4 and $80M marketcap (eighty million) it is a very cheap high"
X Link 2025-07-06T21:44Z [---] followers, [----] engagements
"$ASTS The US government will eventually pay a lot of $$$ to have its own ASTS constellation rather than share a civilian one. That includes paying for the satellites as well as recurring payments to run the constellation"
X Link 2025-07-07T23:28Z [---] followers, [----] engagements
"$OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones and cleared by DOD for use in other unmanned systems across the industry -Robotics: last mile driverless delivery mapping and humanoid robotics sensors/coordination -Industrial: warehouse automation agriculture mining and construction -Smart City Infrastructure: transportation systems/roads and traffic management perimeter security crowd analytics -Automotive: robotaxi robotrucking shuttles/busses Digital/solid state lidar benefits from no moving parts and benefits from greater ease of"
X Link 2025-07-08T13:00Z [---] followers, [----] engagements
"Been in $QS as well. As someone who works in ESS (energy storage systems) has said: "$QS is way ahead in solid state batteries and they are the only company in human history to achieve an anode-free pure lithium battery (which is considered the holy grail of battery tech). Their only limitation now is the production rate of it's ceramic components." On the other hand they are burning money like crazy. [----] Operating Expenses: $215.3 million [----] Operating Expenses: $420.6 million [----] Operating Expenses: $479.0 million [----] Operating Expenses: $525.2 million For the fourth quarter of 2024"
X Link 2025-07-09T01:48Z [---] followers, [---] engagements
"$VG Venture Global will be the largest US LNG producer and eventually will be the world's largest LNG supplier. Nuclear and solar will take over [--] years to ramp. In the meantime data centers will devour LNG for their energy needs. Venture Global is expected to become Germany's largest LNG supplier @CNBC @SullyCNBC https://t.co/1nd5I0iPvR Venture Global is expected to become Germany's largest LNG supplier @CNBC @SullyCNBC https://t.co/1nd5I0iPvR"
X Link 2025-07-09T22:01Z [---] followers, [---] engagements
"$RKLB Golden dome and hypersonic missile defense. Don't say there were no signs. This isn't some low level visit. The newly selected commander of Space Command and this is one of his first tours. $RKLB wont be an $18B company for long. It was an honor to host Gen. Stephen Whiting Commander of U.S. Space Command for a recent tour of the production line for our Electron and HASTE launch vehicles. Were proud to support both national security and commercial missions with responsive launch innovative https://t.co/itz1Vixf2z It was an honor to host Gen. Stephen Whiting Commander of U.S. Space"
X Link 2025-07-10T01:19Z [---] followers, [----] engagements
"$OSS had no business being at 50-80M market cap. No one else is making such powerful AND resilient hardware. $OSS Lake Street today has updated its outlook on One Stop Systems increasing the stock's price target from $3.50 to $6 while maintaining a Buy rating. Stock is up +17% today https://t.co/EbDKIdwCpe $OSS Lake Street today has updated its outlook on One Stop Systems increasing the stock's price target from $3.50 to $6 while maintaining a Buy rating. Stock is up +17% today https://t.co/EbDKIdwCpe"
X Link 2025-07-11T21:32Z [---] followers, [----] engagements
"@JSpitTrades Thank you. Big fan of $HIMS long term and appreciate your charts and point of view. Don't let those on the left side of the curve get under your skin"
X Link 2025-07-13T19:37Z [---] followers, [---] engagements
"@FunOfInvesting @Kross_Roads It's not just that. You know full well that $HIMS revenue comparisons are pretty meaningless when they spend so much on advertising. This is click bait for the $HIMS retail crowd"
X Link 2025-07-19T22:58Z [---] followers, [--] engagements
"@SpaceInvestor_D With the taxes that would need to be paid you would need $ASTS and $RKLB to go down quite a bit. Trimming can sound wise and prudent but the math often doesn't work out. Using options for downside protection is the better move"
X Link 2025-07-21T14:36Z [---] followers, [----] engagements
""Bears will say they only thing certain with AST Spacemobile is dilution and thats has been true from IPO till now" I don't know if I'd say this is true. The dilution has been very sparing and strategic as you mention in the rest of your post. It has been far less than most other similar small companies that have had a massive run"
X Link 2025-07-24T21:06Z [---] followers, [--] engagements
"Other public companies involved in this area are the big guys including Raytheon $RTX that has its own quantum sensing division in collaboration with DARPA with a focus on sensing imaging and navigation (similar to $FEIM) Honeywell $HON has a subsidiary (Quantinuum) using quantum sensing for cybersecurity and machine learning (some overlap with both $FEIM and $ALMU) and $IBM has a division dedicated to ultra-precise measurement systems (overlapping with $FEIM)"
X Link 2025-07-26T19:49Z [---] followers, [---] engagements
"@JSpitTrades $ACHR is likely a scam. Basically just CGI and props/displays. Might be worth a brief trade (not worth the risk even for that IMO) but be careful beyond that"
X Link 2025-07-26T23:33Z [---] followers, [---] engagements
"@spacanpanman The terms of this raise are flat out amazing. $575M for 2.375% interest and essentially no dilution until $ASTS is above $120 I don't think I have seen anything like this for a company at this stage and in this interest rate environment have you"
X Link 2025-07-30T00:34Z [---] followers, [----] engagements
"@DividendStreams @anthonynoto what about the fact that hours earlier when specifically asked on CNBC he said the balance sheet is adequate and a raise wont be needed currently"
X Link 2025-07-30T00:54Z [---] followers, [----] engagements
"$ASTS was instantly dumped 13% for this People still don't get it. There is still a ton of edge in actually understanding $ASTS in not only the magnitude of what they are about to accomplish but also how skilled they are in going about it. @spacanpanman The terms of this raise are flat out amazing. $575M for 2.375% interest and essentially no dilution until $ASTS is above $120 I don't think I have seen anything like this for a company at this stage and in this interest rate environment have you @spacanpanman The terms of this raise are flat out amazing. $575M for 2.375% interest and"
X Link 2025-07-30T01:12Z [---] followers, [---] engagements
"@MarvenzzFranc @DividendStreams @anthonynoto They could have mentioned it in the earnings call instead of baiting everybody first. Also could have just stopped at "we will do what's best for the company and explore all options" instead of directionally saying "we don't need to raise to accomplish our goals""
X Link 2025-07-30T02:45Z [---] followers, [---] engagements
"Your welcome to educate the rest of us "retail" peasants without the condescension. Would help counter the prevailing sentiments against both hedge fund managers and "elite" universities instead of reinforcing it. Sure you have a point it cost $53M to structure the deal in this way which should be taken into consideration thank you"
X Link 2025-07-30T16:37Z [---] followers, [---] engagements
"$OSS is holding up incredibly well during the last few turbulent days which says a lot. It is starting to get some notice as well. $120M mcap micro cap that is an $NVDA partner and essentially the only one making rugged AI hardware for the field. Did you notice that Alliance Global recently raised the price target for $OSS to $6.50 keeping a Buy rating on the shares https://t.co/pYCQQ0qS3A Did you notice that Alliance Global recently raised the price target for $OSS to $6.50 keeping a Buy rating on the shares https://t.co/pYCQQ0qS3A"
X Link 2025-07-31T16:26Z [---] followers, [---] engagements
"@daveginvesting put it well the last time you brought this up: "MDA has been working on their Aurora platform for ages and Rocket Lab just announced Flatellite less than two weeks ago of course it hasn't won anything against Aurora yet." They are focused on Neutron and don't have infinite talent and infinite money. Once they actually have a competing product then we can judge it's success"
X Link 2025-08-01T15:00Z [---] followers, [----] engagements
"That would would definitely be an interesting point. Do you have the source for that That the flatellite project has been in active development for [--] years Genuinely would love to track that development. Three years ago Rocket lab was tiny and had only had [--] successful electron launches so that would definitely be surprising"
X Link 2025-08-01T15:37Z [---] followers, [---] engagements
"1 - it seems $RKLB has no real flatellite product yet and when competing against an established company focused on satellites who has a more developed product I wouldn't fault them for not choosing RKLB. If we are arguing that RKLB is late and should have flatellite in its final stages then that's a different discussion. [--] - Beck is definitely risk averse (as much as rocket companies can be risk averse). Many/most space companies are now dead. So much is riding on Neutron and they are already taking on more risk with the flatellite program as it is. If they just started throwing even more"
X Link 2025-08-01T15:45Z [---] followers, [---] engagements
"yea point [--] is fair. Beck is a masochist. He has often said that not having lots of money and having to fight and sweat for every inch has been their edge. At this stage having some cushion for Neutron not going smoothly would not be a bad idea unless you are a madman and have supreme confidence"
X Link 2025-08-01T15:59Z [---] followers, [--] engagements
"@kingtutcap People probably have no idea that $JOBY has $710M in cash and only $30M in debt. Maybe not wasting money on pointless promotions and CGI ( $ACHR) has it's advantages (not to mention an actual product). Why would you discuss buying another company if you aren't ready to ramp"
X Link 2025-08-02T20:17Z [---] followers, [---] engagements
"People probably have no idea that $JOBY has $710M in cash and only $30M in debt. Maybe not wasting money on pointless promotions and CGI ( $ACHR) has it's advantages (not to mention an actual product). Why would you discuss buying another company if you aren't ready to ramp $JOBY Bloomberg: Joby Said to Weigh Deal for Helicopter Ride-Share Operator Blade $BLDE Joby has been evaluating a deal for Blade which sells per-seat helicopter trips from New York City to nearby airports and resort towns said the people who asked to not be identified https://t.co/ZIOvwRoR9R $JOBY Bloomberg: Joby Said to"
X Link 2025-08-02T20:17Z [---] followers, [---] engagements
"$ASTS Elon Musk just confirmed: -Threat to MNO's (Verizon ATT etc) -Can't deploy his $17B worth of spectrum because it needs new chips phones currently don't have and will likely not have for another two years @spacanpanman @thekookreport @kingtutcap https://youtu.be/qeZqZBRA-6Qt=1012 https://youtu.be/qeZqZBRA-6Qt=1012"
X Link 2025-09-10T03:35Z [---] followers, [--] engagements
"$ASTS Elon Musk just confirmed: -He is a threat to MNO's (Verizon AT&T etc) -He can't deploy the $17B worth of spectrum. It requires new phone chips currently not present and likely will not be available for another two years @spacanpanman @thekookreport @kingtutcap"
X Link 2025-09-10T04:06Z [---] followers, 181K engagements
"Some additional thoughts: [--]. The MNO's will fight back [--]. The cellphone manufacturers have several reasons they will not support Elon's war (see #1) [--]. Two Elon years for chips to start to maybe show up plus how many more years for them to be widespread [--]. $ASTS is way ahead and will start service to any and all phones in a few months. The current $ASTS of $37 is way more of a sure thing than it was at $22 back in May. Fully funded balance sheet ramped manufacturing capacity validated technology government contracts and more MNO agreements. Elon just paid $17B for a sub-optimal sliver of"
X Link 2025-09-10T06:15Z [---] followers, 21K engagements
"$EOSE 2B marketcap battery/AI play Breaking out of a three year consolidation range (similar to $RKLB $HOOD $PLTR) If you want a small cap that hits on both the energy and AI meta this is it. Checks off the driven "founder CEO" box. Their batteries are specifically an AI data center fit (listen to the CEO below). Non-flammable zinc batteries Can be housed indoors Not rare earth dependent U.S. based production/supply chain Does not require complex cooling Both short and long duration discharge $4.63 average entry. Looks ready. Supercut of Eos Energy CEO Joe Mastrangelo and Engie North America"
X Link 2025-09-13T14:00Z [---] followers, [---] engagements
"$ASTS is everyone just waiting for a green candle to panic back in 🤦♂ 🚨BREAKING NEWS $AAPL and $ASTS SHOWCASE iOS [--] DEV BETA WITH NATIVE FACETIME APP DOING LIVESTREAM OVER BLUEBIRD SATELLITE 🚨 🥷THIS iOS RELEASE IS NOT PUBLIC YET 🍏🛰 APPLE AND AST WORKING IN TANDEM TO PERFECT SAT2CELL 🛰📲 PERFORMANCE ON iPHONE. 🐈 CATSE: -THIS IS THE WAY 🚨BREAKING NEWS $AAPL and $ASTS SHOWCASE iOS [--] DEV BETA WITH NATIVE FACETIME APP DOING LIVESTREAM OVER BLUEBIRD SATELLITE 🚨 🥷THIS iOS RELEASE IS NOT PUBLIC YET 🍏🛰 APPLE AND AST WORKING IN TANDEM TO PERFECT SAT2CELL 🛰📲 PERFORMANCE ON iPHONE. 🐈"
X Link 2025-09-15T01:32Z [---] followers, [----] engagements
"$RKLB The community has been asking them to raise capital and now nearly everyone is glad they finally did. This is how you know you are in the right stock"
X Link 2025-09-15T22:30Z [---] followers, [----] engagements
"$ASTS vs Starlink. "Mind Blowing"🤨 Starlink: "The quality was grainy and the picture occasionally froze." "supporting satellite data on a small but growing collection of mobile apps" "Video quality is fairly low probably 144p or 240p and stretches over the phones screen. At some points the video froze creating a delay in the conversation." "It sometimes took several seconds for the posts to load." "the app seemed to slow to a crawl every [--] minutes or so even when I was under clear skies. I could tell the connection was poor because the satellite icon in the right-hand corner of the phone"
X Link 2025-09-17T13:47Z [---] followers, 13.7K engagements
"@pennycheck $OSS has a great risk/reward and in general is an interesting play on environmentally hardened AI hardware. https://x.com/YeahDrDave/status/1941976623219388513 $OSS is a very interesting AI play creating rugged radiation/water/vibration proof AI hardware to take AI data center capabilities into harsh environments in military and commercial applications in air land sea and space. It is an $NVDA OEM partner and the only OEM partner https://t.co/hF9FRF5EQL https://x.com/YeahDrDave/status/1941976623219388513 $OSS is a very interesting AI play creating rugged radiation/water/vibration"
X Link 2025-09-30T19:29Z [----] followers, [----] engagements
"Turns out I did not buy enough $EOSE. $EOSE The proposed Greene County PA [--] GW data center using Eos batteries is sized for the same size as the load - [---] MW and must sustain that for at least [--] hours or at least [----] GWh of energy. Likely the actual energy capacity is larger than [---] MW x [--] hour. Day in and https://t.co/3ZqP4MC710 $EOSE The proposed Greene County PA [--] GW data center using Eos batteries is sized for the same size as the load - [---] MW and must sustain that for at least [--] hours or at least [----] GWh of energy. Likely the actual energy capacity is larger than [---] MW x [--] hour."
X Link 2025-10-04T22:04Z [---] followers, [---] engagements
"$CCCX is different Real revenue. Real investments from the US and UK governments. Real relationship with $NVDA. About to SPAC IPO. Wonder where all of this speculative money goes when word gets out there is an actual legit Quantum play. https://x.com/YeahDrDave/status/1974577772921319900 These are the 'headquarters' of the [--] quantum computing companies driving this insane speculative bubble. $IONQ; MC: $23.5Billion $RGTI: MC: $13 Billion $QBTS: MC: $11 Billion $QUBT: MC: $4.5Billion They are glorified research projects (as stated by the Rigetti CEO himself - https://t.co/uuQUChRw18"
X Link 2025-10-05T18:07Z [----] followers, 47.8K engagements
"$EOSE is about to get a massive re-rating. People are nitpicking and overly cautious with these data center clues. The main take away is that $EOSE is going to get a massive re-rating when the market realizes that their unique battery tech is a perfect fit for data center buildouts and they are going to go from a $15M per year revenue company to 10x that in a parabolic move. A couple of clarifications before pitchforks come out. It has not been announced in explicit big bold letters yet exactly who will use the regional data center buildouts however AMZN and GOOGL have been referenced several"
X Link 2025-10-05T20:01Z [----] followers, 19.6K engagements
"$TSLA $EOSE $NVDA Batteries are the AI energy play Everyone is talking about the downstream effects of the jaw dropping AI spend and how power is likely a huge bottleneck (maybe even more so than chips). Current estimates suggest half (50%) of the cost of data centers is power infrastructure. While we can argue about gas vs nuclear vs solar etc the one part of this system that is energy source agnostic and universally essential is batteries. Battery energy storage systems (BESS) are essential for data center buildouts to manage load avoid spikes/dropouts and they lower energy costs by storing"
X Link 2025-10-06T00:40Z [----] followers, 10.1K engagements
"@JoshTradeOption Here are my thoughts on the topic of $EOSE vs $FLNC which boils down to a full stack BESS manufacturer vs a BESS integrator (both are good but full stack has advantages): https://x.com/YeahDrDave/status/1974998220104491454 $TSLA $EOSE $NVDA Batteries are the AI energy play Everyone is talking about the downstream effects of the jaw dropping AI spend and how power is likely a huge bottleneck (maybe even more so than chips). Current estimates suggest half (50%) of the cost of data centers is power https://x.com/YeahDrDave/status/1974998220104491454 $TSLA $EOSE $NVDA Batteries"
X Link 2025-10-06T01:32Z [----] followers, [---] engagements
"$EOSE The re-rating begins. A tiny $15M revenue/year company is about to catch everyone off-guard. Strengthening partnerships🔋 Weve entered a multi-year alliance with Unico to deliver U.S.-made power conversion systems for our Eos Z3 LDES. This partnership is a testament to whats possible when innovation meets domestic manufacturing leadership https://t.co/2tFpSoXcbq Strengthening partnerships🔋 Weve entered a multi-year alliance with Unico to deliver U.S.-made power conversion systems for our Eos Z3 LDES. This partnership is a testament to whats possible when innovation meets domestic"
X Link 2025-10-06T23:34Z [----] followers, 16.4K engagements
"$CCCX Quantum Infleqtion Awww shieeet turns out I did not buy enough. Open the damn markets again"
X Link 2025-10-06T23:50Z [----] followers, [----] engagements
"Can't wait until the government shutdown that resulted in stocks running higher is a catalyst for stocks to run higher when it resolves"
X Link 2025-10-07T12:59Z [----] followers, [--] engagements
"$EOSE Ridiculous 30% short interest while breaking out of a multi year consolidation and being an AI/power/battery play"
X Link 2025-10-07T13:11Z [----] followers, 51.2K engagements
"Can't wait until the government shutdown that resulted in stocks running higher resolves and is a catalyst for stocks to run higher"
X Link 2025-10-07T13:22Z [----] followers, [----] engagements
"$ETH $BMNR $ETHA Raised cash yesterday in anticipation of a big crypto dip. Sold $4M of ETH (ETHA) at $4720. Kept $5M $BMNR Now buying this flush in a few non-crypto names. Will not deploy all of the profits back in. It's getting to be time to start to take the foot off of the gas and coast but not hitting the brakes yet. That will come soon. It's very important to see which names did not get hit much or that are rebounding well. Those are the names to look for at this stage of the bull run. Head down and grind https://t.co/KqFKAtpZaQ Head down and grind https://t.co/KqFKAtpZaQ"
X Link 2025-10-07T16:42Z [----] followers, 29.9K engagements
"@vladtenev @VladTenev thank you and your team for truly democratizing finance by building an incredible platform that empowers everyday people like me to change our lives through hard work discipline and research driven investing"
X Link 2025-10-07T22:58Z [----] followers, 13.3K engagements
"$EOSE Up 100% in one month Held strong on a down day for the market and a bad day for AI in particular. Would add at $10. Will be interesting to see how much of the 30% short interest covered when the numbers update on the 9th. $EOSE 2B marketcap battery/AI play Breaking out of a three year consolidation range (similar to $RKLB $HOOD $PLTR) If you want a small cap that hits on both the energy and AI meta this is it. Checks off the driven "founder CEO" box. Their batteries are specifically an AI https://t.co/btaSPW7kUu $EOSE 2B marketcap battery/AI play Breaking out of a three year"
X Link 2025-10-08T01:22Z [----] followers, 14.1K engagements
"$PYPL Thought about this for a bit and decided to take a small position in Paypal (Painpal). Chart and it's holders have been beaten to death the news and activity level on this name is ramping up and the company seems to be making a genuine attempt at a turn around. I liked the end of day move in particular with buyers stepping in to defend a level while the market dropped (instead of letting the stock limply dump back down as usual). Sensing a potential momentum shift here. Decided to play this today with options for the first time in a long time. I plan to use protective puts to hedge my"
X Link 2025-10-08T01:51Z [----] followers, 38.6K engagements
"$EOSE is far more vertically integrated and comprehensive than you may realize. They make the full stack including the battery as well as the BMS controls and analytics energy management software with their DawnOS. https://x.com/PoweredByEos/status/1965035576593391866 https://x.com/PoweredByEos/status/1965035576593391866/video/1 @dantecesarr They operate in fundamentally different parts of the value chain. $EOSE is a manufacturer that designs and produces its own zinc-based batteries focusing primarily on selling hardware. $FLNC by contrast is a systems integrator that sources batteries from"
X Link 2025-10-08T03:17Z [----] followers, 16.4K engagements
"$BMNR / $ETH I intentionally reduced crypto exposure and furthermore did not add back after today's dip because I saw that it became too consensus that "BTC and ETH must immediately keep making new/higher ATH's". Also in these later market phases I think risk has to be carefully controlled and crypto was increasing the overall risk in my portfolio too much. I am kept my long-term $BMNR position but fully expected to eat some dirt on it in the short term. $ETH now back down at $4420 ( $BMNR $59) is a good risk defined re-entry as long as BTC also holds $120k. If crypto is just going to dump"
X Link 2025-10-08T04:37Z [----] followers, 39K engagements
"$ASTS $RKLB As we only just begin to enter into the "Space Age" how should its essential infrastructure be valued What is a "fair" multiple for the technology that will move humanity into its next phase Is it comparable to the AI evolution we are experiencing now The next phase for $ASTS and $RKLB now begins. There will be a rapid re-rating of these companies from speculative optimism to essential US (then world) infrastructure for the coming data and space age. The next phase for $ASTS and $RKLB now begins. There will be a rapid re-rating of these companies from speculative optimism to"
X Link 2025-10-08T13:18Z [----] followers, 15.3K engagements
"$CCCX Finally a Quantum name that's not a scam Up 55% in one week This one will be big. Has not even IPO'd yet. The only thing up in the air is potential post IPO shenanigans but that's not for another two months at least and the share lockup in this is some of the strongest I've ever seen. $CCCX is different Real revenue. Real investments from the US and UK governments. Real relationship with $NVDA. About to SPAC IPO. Wonder where all of this speculative money goes when word gets out there is an actual legit Quantum play. https://t.co/Cz3hh880ry https://t.co/k7EzUA2b6m $CCCX is different"
X Link 2025-10-08T17:40Z [----] followers, 38.3K engagements
"$EOSE on fire. Shorts getting murdered. $EOSE Ridiculous 30% short interest while breaking out of a multi year consolidation and being an AI/power/battery play https://t.co/GddgldJr0M $EOSE Ridiculous 30% short interest while breaking out of a multi year consolidation and being an AI/power/battery play https://t.co/GddgldJr0M"
X Link 2025-10-08T21:50Z [----] followers, 19.2K engagements
"That would be sloppy. The goal is to plan ahead and build durable positions with high conviction that can be held through market swings. Only a very small percentage of this is realized taxable gains. In fact for most positions I may never sell and just borrow against the portfolio for years whenever the money is needed. @YeahDrDave Whats the plan for $7m tax bill @YeahDrDave Whats the plan for $7m tax bill"
X Link 2025-10-09T04:17Z [----] followers, 23.2K engagements
"$PYPL Making money with $PYPL Paypal is like trying to squeeze water out of a rock. BUT Buyers stepped in again and defended the level instead of letting it die (unlike usual) and now we have price pushing away. This will be a slow buildup trade relative to the rest of the hot market but I am starting to warm up my options muscles for this year with these kinds of options plays prior to all of the protective put buying/hedging I will be doing soon. $PYPL Thought about this for a bit and decided to take a small position in Paypal (Painpal). Chart and it's holders have been beaten to death the"
X Link 2025-10-09T12:13Z [----] followers, 13.6K engagements
"The number of people calling me a top signal is rather reassuring. However the market does not care about my PNL nor yours. It's time to wake up and get serious. It is a generational event to live through any paradigm shift in human progress. Artificial Intelligence Energy Space Finance We are living through four generational events. Head down and grind. Let's not miss this once in a lifetime opportunity. Will stop when the market tells me to stop. https://t.co/T6OKNGaeq6 Will stop when the market tells me to stop. https://t.co/T6OKNGaeq6"
X Link 2025-10-09T19:25Z [----] followers, 118.1K engagements
"@Docofgothm None this year until this recent small Paypal trade on the 7th for fun. Working on constructing an options hedging strategy currently however. https://x.com/YeahDrDave/status/1975740693026107470 $PYPL Thought about this for a bit and decided to take a small position in Paypal (Painpal). Chart and it's holders have been beaten to death the news and activity level on this name is ramping up and the company seems to be making a genuine attempt at a turn around. I https://t.co/uL6SRVCDbv https://x.com/YeahDrDave/status/1975740693026107470 $PYPL Thought about this for a bit and decided"
X Link 2025-10-10T04:33Z [----] followers, [----] engagements
"Shout out to @vladtenev and the @RobinhoodApp team. Was able to put through large buy orders smoothly despite being after hours and mass carnage all while other exchanges fell apart"
X Link 2025-10-10T23:28Z [----] followers, 19.7K engagements
"$SPX/ $BMNR / $ETH ETH dropping below $4400 was my market wide risk barometer. After de-risking and easing off the gas lately I expected a few choppy down days with momentum names getting hit hardnot this total bloodbath. This massive cross-market plunge has accelerated my timelines especially the after-hours carnage. The liquidations margin calls and forced selling is a reset. Bought back in heavy during AH. I plan to deploy the remainder in the coming days. $BMNR / $ETH I intentionally reduced crypto exposure and furthermore did not add back after today's dip because I saw that it became"
X Link 2025-10-11T02:31Z [----] followers, [----] engagements
"@Proud_plants It did drop into the 40's and ETH was uniquely being annihilated. I was tied up with work and only had brief moments to throw in orders in chunks. Some of the fills I got were decent"
X Link 2025-10-11T02:41Z [----] followers, [---] engagements
"@Crypto_Chase "unfortunately was asleep when it came or would have marketed in" The question now is since you would have gotten in if you were awake do you get in now at 112k"
X Link 2025-10-11T04:08Z [----] followers, [----] engagements
"Stocks are and have been the better choice definitely. It will be interesting however to see if ETH at least briefly begins to blur that stock/crypto line and $BMNR in particular becomes the way to play that brief naive pop. ETH has been weighed down by the old jaded ETH whales. This washout may be the cleanse ETH needed and $BMNR is the "stocks only go up" way to play it"
X Link 2025-10-11T05:02Z [----] followers, [---] engagements
"Agreed and $BMNR is the best way to play this. Could we go lower Sure. However crypto just endured its biggest liquidation event in years (ever) and $SPX its largest sell-off in monthsall from a tweet and a watered down rehash of April. Compared to stocks $ETH is now even more "undervalued" in this new "tokenize the world" paradigm. Tons of sidelined cash funds desperate to get back in before end of year reporting killer earnings season incoming more rate cuts ahead. The pullback everyone's been anxious about Here it is. Crypto likely leads the recovery That might sound crazy. But $BTC has"
X Link 2025-10-11T05:50Z [----] followers, 27.1K engagements
"$BMNR / $ETH Looks like half a billion so far $BMNR / $ETH I hope Tom Lee @fundstrat is diluting the shit out of me and buying this cataclysmic gift of a dip. To have your mNAV go up AND for $ETH to then get 25% cheaper is a dream scenario. I can be patient. $BMNR / $ETH I hope Tom Lee @fundstrat is diluting the shit out of me and buying this cataclysmic gift of a dip. To have your mNAV go up AND for $ETH to then get 25% cheaper is a dream scenario. I can be patient"
X Link 2025-10-12T01:50Z [----] followers, [----] engagements
"This was the reset. A full de-leveraging event. A cleanse. $SPY streak reset. $SPY highest daily volume since the April lows. $SPY biggest drop since April. $SPY engulfing the last [--] days of trading in one candle. $ETH / $BTC / Crypto generational liquidation event. $BMNR -22% swing. Leverage monkeys wiped out. That anxiety over "when dip" Gone. The worry over "this is too easy." Gone. Leverage gone margins called. Overbought conditions reset. All in one day. Now Tons of sidelined cash funds desperate to get back in before end of year reporting killer earnings season incoming more rate cuts"
X Link 2025-10-12T16:21Z [----] followers, 24.5K engagements
"This was indeed a good time to grab $ASTS under $20. Now I don't think we stay below $100 for much longer. $ASTS is a $PLTR / $NVDIA etc. This company will be absolutely foundational for the AI revolution and the next step in humanity's progress. $ASTS I think some degree of retail capitulation is happening in $ASTS and we are entering a good opportunity to add more shares at/below $22. I do think the spacemob community is right to be very excited about being early in a technology that will likely fundamentally change $ASTS I think some degree of retail capitulation is happening in $ASTS and"
X Link 2025-10-13T22:10Z [----] followers, 13.5K engagements
"If depends on your total capital and how you are allocated but generally my thought is that this is tax and capital inefficient in a raging bull market. At the end of the day you are actually keeping half of 3-5%. If you model it out you are likely underperforming. With this recent panic we had a big reset and that was the dip your cash would have been used for but it was/is tied up. Many names you could have bought with that $1M and held long term are now up 10-30%. There are also plenty new names to build positions in or add to. If a true mega dip comes your going to be assigned and in"
X Link 2025-10-14T01:49Z [----] followers, [----] engagements
"$ALMU and $FEIM quantum sensing and how it relates to space and orbital infrastructure ( $ASTS and $RKLB) Both are 300M marketcap companies that have significant implications for the space/satellite and defense industry. These companies are very "under the radar" and are producing actual hardware that is currently in use and are not your typical "quantum fad" stocks. Quantum sensing is a new and evolving technology that allows more precision detection and timing that is beyond the current temperature motion gravity or magnetic field sensors currently available. Quantum sensing uses quantum"
X Link 2025-07-26T19:32Z [----] followers, [----] engagements
"$EOSE $100B mega data center just revealed with $GOOGL and $AMZN. Look who is the battery supplier. https://www.robenamegasite.com/uploads/1/5/3/8/153802980/final_robena_mega_site_brochure.pdf $EOSE The proposed Greene County PA [--] GW data center using Eos batteries is sized for the same size as the load - [---] MW and must sustain that for at least [--] hours or at least [----] GWh of energy. Likely the actual energy capacity is larger than [---] MW x [--] hour. Day in and https://t.co/3ZqP4MC710 https://www.robenamegasite.com/uploads/1/5/3/8/153802980/final_robena_mega_site_brochure.pdf $EOSE The"
X Link 2025-10-04T22:25Z [----] followers, 103.1K engagements
"Head down and grind"
X Link 2025-10-06T22:22Z [----] followers, 1M engagements
"No options pure stocks Deeply know what you own Don't sell too early Don't allow significant losses Don't pollute your brain with noise and bias Don't borrow conviction Bet big if you have high conviction If you don't have conviction then move on"
X Link 2025-10-07T01:39Z [----] followers, 28K engagements
"$ACHR Archer scams again with the fake Tesla connection. This will be one of my top short targets once the bull run slows down. @JoshTradeOption $ACHR is basically a scam. Just hype and CGI. This fake Tesla connection they fostered is just another in a long list. @JoshTradeOption $ACHR is basically a scam. Just hype and CGI. This fake Tesla connection they fostered is just another in a long list"
X Link 2025-10-07T20:40Z 10.5K followers, 17.9K engagements
"Will stop when the market tells me to stop. Head down and grind https://t.co/KqFKAtpZaQ Head down and grind https://t.co/KqFKAtpZaQ"
X Link 2025-10-08T23:29Z [----] followers, 668.8K engagements
"$BMNR / $ETH And there's the ETH $4400 level getting tested. Gotta scare the complacent a little bit. Pretty important level to hold. Took a swing position (through $ETHA). Below here and ETH falls back to old levels and it suggests risk off. Easy invalidation. $BMNR / $ETH I intentionally reduced crypto exposure and furthermore did not add back after today's dip because I saw that it became too consensus that "BTC and ETH must immediately keep making new/higher ATH's". Also in these later market phases I think risk has to be carefully https://t.co/RxoeiM2w9B $BMNR / $ETH I intentionally"
X Link 2025-10-09T03:54Z [----] followers, 13.4K engagements
"$PATH UiPath Agentic AI will be the next phase of the AI revolution. One with more practical and tangible benefits. I have been slowly building a portfolio of these names. This beaten down stock has been grinding for years building robotic process automation and is now naturally evolving into agentic AI applications. After years of forming a base it is now showing early evidence of a turn around. Recent partnerships with OpenAI Nvidia and Snowflake were the first big signal. -A focus on practical enterprise-grade automation -Has over [---] clients actively developing agents on its platform -In"
X Link 2025-10-09T13:00Z 10.5K followers, 34K engagements
"$CCCX The evidence was there. What makes this particularly compelling is that Infleqtion may be one of the first quantum plays you can hold for the long term. Now the real question is will this company be worth more than a certain beverage company turned quantum computing. $CCCX Infleqtion Quantum but not vaporware -In development since [----] [----] employees (130 PhD physicist and engineers) across offices in US UK and Australia -Already makes money $30M trailing [--] month revenue -$88M in cash about to raise $540 million at listing -1.8B https://t.co/SVf69xos3d $CCCX Infleqtion Quantum but not"
X Link 2025-10-09T16:39Z [----] followers, 25.6K engagements
"$EOSE Short interest just updated. Two weeks ago the short interest was 30.32%. The new number is. 29.61% Out of [-----] million shares that were shorted only [----] million covered OH MAH GAWD $EOSE Ridiculous 30% short interest while breaking out of a multi year consolidation and being an AI/power/battery play https://t.co/GddgldJr0M $EOSE Ridiculous 30% short interest while breaking out of a multi year consolidation and being an AI/power/battery play https://t.co/GddgldJr0M"
X Link 2025-10-10T02:38Z [----] followers, 39.6K engagements
"I transferred $3M into Robinhood in late March (then proceeded to eat -30%/$1M in two weeks with Liberation Day). My actual YTD in the market from January is +912.20% as of today. @YeahDrDave Step [--] have [--] million to invest. @YeahDrDave Step [--] have [--] million to invest"
X Link 2025-10-10T04:28Z [----] followers, 43.8K engagements
"$BMNR Alright now we ride Buying this after hours carnage. Are we speed running this dip Buying this after hours carnage. Are we speed running this dip"
X Link 2025-10-10T22:42Z [----] followers, 50.2K engagements
"Imagine the numbers $HOOD pulled. NEW: HYPERLIQUID GENERATED $20M IN FEES IN THE PAST [--] HOURS https://t.co/FogTuHzBOr NEW: HYPERLIQUID GENERATED $20M IN FEES IN THE PAST [--] HOURS https://t.co/FogTuHzBOr"
X Link 2025-10-11T05:22Z [----] followers, [----] engagements
"$EOSE If only there was a full-stack fully American zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a sudden 10x revenue surge that the market has scoffed at What if its stock has a 30% short float JUST IN: China's Ministry of Commerce announces export controls on lithium battery and graphite anode material items JUST IN: China's Ministry of Commerce announces export controls on lithium battery and graphite anode material items"
X Link 2025-10-11T18:13Z [----] followers, 222.5K engagements
"$BMNR / $ETH I hope Tom Lee @fundstrat is diluting the shit out of me and buying this cataclysmic gift of a dip. To have your mNAV go up AND for $ETH to then get 25% cheaper is a dream scenario. I can be patient. $BMNR Alright now we ride https://t.co/Xu66qrxbwc $BMNR Alright now we ride https://t.co/Xu66qrxbwc"
X Link 2025-10-11T21:48Z [----] followers, 23.9K engagements
"$BMNR saw a move from $61 down to $47 on Friday. -22% swing on one of the most traded and liquid stocks in the entire world. Likely THE retail favorite right now. The rebound will be quite something. Agreed and $BMNR is the best way to play this. Could we go lower Sure. However crypto just endured its biggest liquidation event in years (ever) and $SPX its largest sell-off in monthsall from a tweet and a watered down rehash of April. Compared to stocks $ETH is now even Agreed and $BMNR is the best way to play this. Could we go lower Sure. However crypto just endured its biggest liquidation"
X Link 2025-10-12T17:18Z [----] followers, 17.2K engagements
"All of the people on Monday waiting to buy "the flush" The number of times today I've heard "the market doesn't bottom on Fridays and we will get a Monday flush" makes me wonder if we didn't just front run that flush in the after hours. The number of times today I've heard "the market doesn't bottom on Fridays and we will get a Monday flush" makes me wonder if we didn't just front run that flush in the after hours"
X Link 2025-10-12T17:55Z [----] followers, [----] engagements
"Going from [---] followers to 8k in less than a week has been an exponential increase in spam/bots. Don't know why people would want 10's or 100's of thousands. Debating about locking the account"
X Link 2025-10-12T22:40Z [----] followers, 15.8K engagements
"$EOSE Up 25% on the day. Shorts getting absolutely obliterated. The company has guided for a sudden x10 increase in revenue multiple times and the market/analysts/shorts basically called them liars. They re-affirmed the guidance again at the last earnings call. $EOSE If only there was a full-stack fully American zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a sudden 10x revenue surge that the market has scoffed at What if its stock has a 30% short float https://t.co/IcmThtYELk $EOSE If only there was a full-stack fully American"
X Link 2025-10-13T16:04Z 10.5K followers, 26.8K engagements
"$ASTS / $RKLB I still don't think the Golden Dome is priced in. How can it be How do you price in what will likely be one of the most expensive and largest scale projects humanity has undertaken Most people still have no idea how critical both of these companies will be. $ASTS / $RKLB The world has woken up to the need for hypersonic missile defense. One thing this unfortunate escalation has shown is the stark difference between "regular" ballistic missiles vs the way hypersonic missiles are able to cut through defenses. Being able to detect https://t.co/FDhG09Kib8 $ASTS / $RKLB The world has"
X Link 2025-10-13T22:34Z [----] followers, 15.1K engagements
"$EOSE shorts today and after hours In all seriousness I wont be adding anymore here at $17. I have a big sized position but it is not my planned full size yet. I will let the shorts keep being forced to buy above $17 and anyone else that isn't in yet. I would rather potentially pay $20 for more of it after earnings. Yes I would rather pay more later with more information. People tend to nuke the hell out of this stock after earnings because they have no idea what they hold. Last time it was -20% on earnings day (down to $5) and then +30% into the open the next day then -20% again during the"
X Link 2025-10-14T00:13Z [----] followers, 18.1K engagements
"Came home from work and did a ton more reading on quantum and $CCCX Infleqtion. I was getting uneasy thinking that I might have grabbed too much. Reading the $NVDA/Infleqtion developer notes blew my mind. I don't have enough. $CCCX Infleqtion Quantum but not vaporware -In development since [----] [----] employees (130 PhD physicist and engineers) across offices in US UK and Australia -Already makes money $30M trailing [--] month revenue -$88M in cash about to raise $540 million at listing -1.8B https://t.co/SVf69xos3d $CCCX Infleqtion Quantum but not vaporware -In development since [----] -200"
X Link 2025-10-14T05:04Z [----] followers, 23.6K engagements
"$CCCX Infleqtion is a speaker at $NVDA's GTC conference. Going through a bunch of the $NVDA/Infleqtion developer notes/publications I'm wondering if $NVDA is going to use them in their next generation of AI/quantum hybrid chip design Couldn't be. That would be silly right $CCCX Infleqtion Quantum but not vaporware -In development since [----] [----] employees (130 PhD physicist and engineers) across offices in US UK and Australia -Already makes money $30M trailing [--] month revenue -$88M in cash about to raise $540 million at listing -1.8B https://t.co/SVf69xos3d $CCCX Infleqtion Quantum but not"
X Link 2025-10-14T14:25Z [----] followers, 25K engagements
"$NVDA and $CCCX /Infleqtion Github: NVDA technical developer notes/blog: There is more I'm sifting through. Ofcourse I'm not a quantum expert but I've been learning as I go. Seems an interesting possibility at the very least but maybe not such a total stretch Thoughts @pennycheck There's a lot of NVDA technical documentation that would be odd for just a simple superficial relationship. Lots of high level $NVDA personnel specifically mentioning Infleqtion. I don't see this with the other quantum names."
X Link 2025-10-14T19:13Z [----] followers, [----] engagements
"$BMNR +20% move from the Friday AH carnage to the end of Monday. $ETH still with significant weakness while $BMNR looks constructive. Base case of chop/down for $ETH for a little longer. Tom Lee @fundstrat dream scenario while disillusioned crypto natives continue to capitulate $SPX/ $BMNR / $ETH ETH dropping below $4400 was my market wide risk barometer. After de-risking and easing off the gas lately I expected a few choppy down days with momentum names getting hit hardnot this total bloodbath. This massive cross-market plunge has accelerated my $SPX/ $BMNR / $ETH ETH dropping below $4400"
X Link 2025-10-15T20:25Z [----] followers, 11.6K engagements
"$CCCX Infleqtion + $NVDA relationship disclosures in new SEC filing "our collaboration is about the future: expanding the effective contextwindow for GPUs overcoming scaling bottlenecks and building the foundation for fully integrated quantum-classical computing. By working with NVIDIA we are preparing the ecosystem for the moment when large-scale fault-tolerant quantum systems become widely deployed." I am trying to stay chill and level headed because the implications would be crazy but the evidence is mounting."
X Link 2025-10-16T02:05Z [----] followers, 41.7K engagements
"$OUST How I have played the AI revolution: AI Chips ( $NVDA ) - AI Software ( $PLTR) - AI Energy ( $EOSE / $BE) - AI Agents ( $PATH ) - Then comes AI Hardware (Robotics) Robotics sensor maker and Anduril partner $OUST is breaking out of three years of consolidation. $OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones and cleared by DOD for use in other unmanned systems across the industry -Robotics: last mile driverless delivery mapping and humanoid robotics sensors/coordination https://t.co/SLIkLI7E2G $OUST Ouster is a made in USA play on"
X Link 2025-10-16T13:08Z [----] followers, 10.5K engagements
"Market is going down the tubes and I'm eating it along with everybody else. Looks like some of the signs were crypto weakness and the lack of stock continuation on good news (ending QT more rate cuts now a given conciliatory China-USA language etc). Instead market was looking to sell on any excuse and this whiplash is particularly severe. For now I'm still of the mind that this is exhaustion rather than a major trend change. October tends to be very volatile. Regardless I'm throwing out any useless emotions and making some plans. I have 25% of port available as cash for buying. However I'm"
X Link 2025-10-17T07:38Z [----] followers, [----] engagements
"$FLNC Gradually building a position in this energy and battery name. They have been executing and the stock is holding up remarkably well in all of this market wide weakness. $18/$3B $FLNC places itself firmly on the best corner of this quadrant. They have deployed the most amount of GWh and have a lot of experience doing this quickly. Sure there might be a pull back but the rerating has begun. There will be a Data centre deal coming soon @chamath https://t.co/LXi496xItH $FLNC places itself firmly on the best corner of this quadrant. They have deployed the most amount of GWh and have a lot of"
X Link 2025-10-17T16:06Z [----] followers, [----] engagements
"$TE Continuing to build out my battery/energy portfolio. Have been eyeing $TE and waiting for a pullback. Going to start to build a position on this pullback. $4/$700M $TE: "The AI story is no longer about chips it's about Power Shortages. Solar and storage are seen as the fastest cheapest grid power sources" Take 5-10 minutes to read this great T1 Energy writeup by @hiteshkar TLDR: "T1 Energy is the only pure-play on three unstoppable https://t.co/Duc94BADDe $TE: "The AI story is no longer about chips it's about Power Shortages. Solar and storage are seen as the fastest cheapest grid power"
X Link 2025-10-17T16:20Z [----] followers, [----] engagements
"@ghostobs3126991 People panic selling $CCCX right before they speak at $NVDA's GTC conference"
X Link 2025-10-17T16:53Z [----] followers, [---] engagements
""Robinhood claims they give 3% cash back but" "I don't like these tactics they employ" Stop trying to portray this as dishonesty from Robinhood. This is just math and it is what happens with all cash back cards. If you lower your statement by applying credits then you end up with less cash back"
X Link 2025-10-18T16:22Z [----] followers, [----] engagements
"@DeepValueBagger @DataDInvesting I think it's pretty cool that $HOOD gives people fun and interesting ways to use the cash back along with the usual. Making them out to be pawn shop scammers for it is lame"
X Link 2025-10-18T16:48Z [----] followers, [---] engagements
"@DataDInvesting Slight of hand by definition implies deception. If none of your other cash back cards warn you then Robinhood is not the deceptive one"
X Link 2025-10-18T18:04Z [----] followers, [---] engagements
"Are you ignorant of how personal finance/credit cards work or are you intentionally deceptive One is auto-redeeming to your credit card balance (Robinhood) thus lowering your statement and your cash back (which is what happens with all cash back credit cards when you lower your statement or get a refund/credit). You then posted Sofi and depositing to your savings account. If you do the same thing and deposit to your Robinhood account you get the 3%"
X Link 2025-10-18T19:56Z [----] followers, [---] engagements
"@DataDInvesting @Ze1ooooo It isn't the same thing. Please educate yourself. Sofi just isn't warning you that if you lower your statement you get less cash back. You are calling Robinhood deceptive for being more transparent"
X Link 2025-10-18T20:15Z [----] followers, [----] engagements
"You keep showing screenshots of Sofi not warning you of the thing that is universally the case with all cash back credit cards. Most cash back cards don't warn you. However it is virtually always a bad idea to redeem your points for statement credit instead of transferring it to your bank account because if you decrease your net spending then you will get less cash back in the end. Robinhood is giving you the option but is warning you very clearly that it gives you a poorer rate to do it this way"
X Link 2025-10-18T21:25Z [----] followers, [---] engagements
"You keep going back and forth from it being intentionally dishonest/deceptive of Robinhood to "That's their prerogative and as an investor I understand the move." You are all over the place. It matters to me because I am not going to invest in a "100% intentionally deceptive" company. Robinhood is not 100% intentionally deceptive. They tell you very clearly right above the button in normal font that this is not the best way to redeem your points. You are just being stubbornly ignorant or too prideful to admit this was not the "gotcha" post you thought it was. I keep trying to educate you on a"
X Link 2025-10-18T21:42Z [----] followers, [---] engagements
"Tons of amazing clues and DD coming out on $EOSE the last few days. Feels like initial discovering $HOOD / $ASTS / $RKLB all over again"
X Link 2025-10-19T00:50Z [----] followers, 17.3K engagements
"I am definitely in a position. I was waiting for more details after this very pivotal upcoming earnings call to and pay a higher price for increased certainty. With some of the leaks over the last 72hrs I probably will add if it gets below $13 regardless. https://x.com/YeahDrDave/status/1966864452902408622 https://x.com/YeahDrDave/status/1966864452902408622"
X Link 2025-10-19T01:56Z [----] followers, [---] engagements
"Thank you I have it saved to read in a bit once I am done with the research I am working on. Not to belabor this very minor issue further but if anyone actually cares where I am coming from; there are different types of accounting for credit card rewards. A lot of cards in the past had rewards which were calculated based on gross purchases at the time they're made. This was getting abused. Now a lot cards include a stipulation that rewards are based on the amount that is actually paid when a statement is due. If you use your points to reduce the statement then you reduce your net spending and"
X Link 2025-10-19T02:23Z [----] followers, [---] engagements
"Be at peace friend. I got overly involved and heated on this topic. Hopefully some of this Sofi community bitter/angry energy against robinhood can also calm down as Sofi continues to do well. I'm going to mute for a bit. The notifications from your posts/reposts are annoying and I haven't tuned x properly yet. Take care"
X Link 2025-10-19T07:06Z [----] followers, [---] engagements
"$BMNR / $ETH / $GLD Which chart do you buy The top one is now in the throws of wide spread capitulation and deep pessimism. The bottom one now has people in line for hours and rioting in-front of exchanges to buy. $BMNR / $ETH / $BTC / $GLD Have not sold any $BMNR. My thesis currently is that $BTC is bottoming here at $103k and gold just topped at $4400. The capitulation in crypto is playing out and in the midst of this I am betting $BMNR holds this $48 level. Time for a reversal $BMNR / $ETH / $BTC / $GLD Have not sold any $BMNR. My thesis currently is that $BTC is bottoming here at $103k"
X Link 2025-10-19T17:31Z 11.9K followers, [----] engagements
"I've been building out an AI energy portfolio and have been doing a ton of research. I'm very excited about this next pick. This one is very early ($1B market cap). High risk/high reward. Amazingly it's one of only two options in a very critical area and the other is 20B market cap. I think it will pair well with my $EOSE position but hasn't gone mainstream or parabolic yet. The stock is just now emerging out of years of grinding out a base (one of my favorite patters la $RKLB / $HOOD / $PLTR / $EOSE). Still want to do a bit more reading and fact-checking. Post goes out Monday morning. The"
X Link 2025-10-19T18:49Z [----] followers, 38K engagements
"$SPX Still modeling out a week more of grind/chop (till Mon Oct 27). We've done about [--] days of consolidation before each leg and it has been very healthy despite so many jumping to call a top each time. A sudden big move higher for no reason would have me more defensive. I think I structured things pretty well all things considered. https://t.co/PGdAxrtGqT I think I structured things pretty well all things considered. https://t.co/PGdAxrtGqT"
X Link 2025-10-19T19:33Z [----] followers, 11.9K engagements
"$TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts 3-5 years out. Nuclear A decade away. But data centers are building NOW. Solar is the only large-scale rapidly deployable energy source ready today. China has a stranglehold. Even $TSLA doesn't make its own solar panels/cells. Enter FEOC rules (Foreign Entity of Concern): Only modules using U.S.-made cells qualify for the 10% domestic content bonus on top of the 30% ITC through [----]. Imported"
X Link 2025-10-20T13:15Z [----] followers, 103.5K engagements
"Two side points I didn't want to bog down the post with. The stat that $TE is going to be producing two nuclear reactors worth of energy production per year surprised me however it looks to be true. I did simplify the math to not over complicate the point. $TE producing [--] GW of solar module capacity per year means T1 Energy manufactures panels that when installed can collectively generate up to [--] GW of peak power. A typical nuclear reactor has an electrical generating capacity of about [--] GW. Some modern reactors can reach 1.3-1.5 GW but [--] GW is a standard benchmark for equivalents. Thus 10"
X Link 2025-10-20T13:44Z [----] followers, [----] engagements
"Highly recommend reading @hiteshkar 's work. Well written and far more comprehensive than my overview post. I recommend people read it for more details as well as a look at the risks for $TE. @YeahDrDave Did you check out my $TE thesis https://t.co/kCyHW9i3hn @YeahDrDave Did you check out my $TE thesis https://t.co/kCyHW9i3hn"
X Link 2025-10-20T15:39Z [----] followers, [----] engagements
"$CCCX - Infleqtion Listen to CEO Matthew Kinsella discuss how quantum sensing is an immediate real-world application for national security and how it is becoming essential in order for the US to maintain its superiority on the battlefield. $CCCX Infleqtion + $NVDA relationship disclosures in new SEC filing "our collaboration is about the future: expanding the effective contextwindow for GPUs overcoming scaling bottlenecks and building the foundation for fully integrated quantum-classical computing. By working $CCCX Infleqtion + $NVDA relationship disclosures in new SEC filing "our"
X Link 2025-10-20T16:00Z [----] followers, 52.3K engagements
"https://x.com/YeahDrDave/status/1980261469284344132 $TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts 3-5 years out. Nuclear A decade away. But data centers are building NOW. https://t.co/C7fjlwiXZr https://x.com/YeahDrDave/status/1980261469284344132 $TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas"
X Link 2025-10-20T17:00Z [----] followers, [----] engagements
"@LibertadEterno Market cap is now about $5B. The catch is most people don't know and don't put in the effort to know. By the time it is obvious and everyone gets it $CCCX / Infleqtion / $INFQ will be $20B"
X Link 2025-10-20T21:53Z 13.4K followers, [----] engagements
"@scotto2050 @RocketLab @amazon @ProjectKuiper Very cool find great job Wait a minute how many satellites is $AMZN planning to launch for their constellation [----] satellites That's [-----] reaction wheels"
X Link 2025-10-21T02:09Z [----] followers, [----] engagements
"@scotto2050 @RocketLab @amazon @ProjectKuiper Some of the estimates I saw were saying $80k-$100k per wheel Especially the larger 12nms ones which is what I think $AMZN would be using. https://satsearch.co/products/rocketlab-12-0-nms-rwa-rw4-reaction-wheel https://satsearch.co/products/rocketlab-12-0-nms-rwa-rw4-reaction-wheel"
X Link 2025-10-21T02:20Z [----] followers, [----] engagements
"$RKLB x $AMZN Very cool detective work @scotto2050. Wait a second how many satellites is $AMZN planning to launch Apparently [----] That's potentially [-----] reaction wheel orders for $RKLB At $100k each that's $1.3B Rocketlab is going to be THE space manufacturing giant https://satsearch.co/products/rocketlab-12-0-nms-rwa-rw4-reaction-wheel ROCKET LAB x AMAZON CONFIRMED 🚨 $RKLB have updated the data sheet for their 12Nms reaction wheel Flight heritage has increased from [--] units as of Oct '23 to [---] units as of Sep '25 [---] wheels / [--] per sat = [---]. The same number of Kuiper sats launched to"
X Link 2025-10-21T02:23Z [----] followers, [----] engagements
"@mottbox_ @scotto2050 @RocketLab @amazon @ProjectKuiper Sure like 20% so $80k That's the current speculation I'm seeing. Ofcourse it's rough guesswork but could be much higher than $20k. $20k is what the smaller wheels go for. @scotto2050's find could be a very big deal over the next few years"
X Link 2025-10-21T03:19Z [----] followers, [---] engagements
"$EOSE Now the Pennsylvania Governor is heading to $EOSE HQ along with other economic and union leaders to make a big announcement today https://x.com/thejefflutz/status/1980534709571735595 Tons of amazing clues and DD coming out on $EOSE the last few days. Feels like initial discovering $HOOD / $ASTS / $RKLB all over again. https://x.com/thejefflutz/status/1980534709571735595 Tons of amazing clues and DD coming out on $EOSE the last few days. Feels like initial discovering $HOOD / $ASTS / $RKLB all over again"
X Link 2025-10-21T12:09Z [----] followers, [----] engagements
"$EOSE shorts Were turning plans into action⚡ Eos is expanding its U.S. manufacturing & launching a new software hub in Pittsburgh supporting job growth software integration and advancing American energy innovation. Read the full announcement here: https://t.co/vlPOSRuoqC https://t.co/WdKN4fgbCc Were turning plans into action⚡ Eos is expanding its U.S. manufacturing & launching a new software hub in Pittsburgh supporting job growth software integration and advancing American energy innovation. Read the full announcement here: https://t.co/vlPOSRuoqC https://t.co/WdKN4fgbCc"
X Link 2025-10-21T12:24Z [----] followers, [----] engagements
"Chop continues in momentum names. To me this is very healthy. I am paying attention to what names are holding up well when arguably on a surface level they should be getting destroyed. $ETH / $BMNR should be wrecked today but is holding up which is interesting. $SPX Still modeling out a week more of grind/chop (till Mon Oct 27). We've done about [--] days of consolidation before each leg and it has been very healthy despite so many jumping to call a top each time. A sudden big move higher for no reason would have me more defensive. https://t.co/mKxLbFMlTR $SPX Still modeling out a week more of"
X Link 2025-10-21T14:07Z [----] followers, 16.2K engagements
"$ASTS No major institutional or dark pool money moving on this -13%. $ASTS is my largest position by far and I am also cool as cucumber. Obviously one's biggest position down 30% in just four trading days puts a dent in the portfolio but the $ASTS balance sheet is insane now. $ASTS Market & Dark Pool Update Oct [--] AST SpaceMobile closed at $72.74 (-5.16%) with an additional -7.38% after hours following the announcement of a $50M convertible note repurchase plan. Despite the sharp drop dark pool activity stayed consistent totaling nearly $10M https://t.co/ZR5XDJsdbl $ASTS Market & Dark Pool"
X Link 2025-10-21T21:12Z [----] followers, 21.2K engagements
"$TE / Solar Good question. Energy Secretary Chris Wright wrote about not subsidizing wind and solar in perpetuity. I don't disagree. Wind I am not a fan of in general. My bet is that solar is about to get a massive inflow of desperate energy starved data center money. It won't be long before it doesn't need the subsidy. But hey if they want to give money to $700M market cap $TE and an even more guaranteed win then I will take it. @YeahDrDave What do you make of chris wright being bearish on solar @YeahDrDave What do you make of chris wright being bearish on solar"
X Link 2025-10-22T02:00Z [----] followers, [----] engagements
"I found what I thought might be an extreme market mispricing in a uniquely pivotal area at a uniquely pivotal time. I also think energy is going to be extremely important and wanted solar exposure so of the two options I picked the undervalued one. I do not own $FSLR. If $TE turns out to be run by a bunch of clowns then even the nicest story might not save them"
X Link 2025-10-22T02:19Z [----] followers, [---] engagements
"$EOSE just revealed an anticipated 13233.33% revenue increase. No that is not a typo. From $15M to $2B. That could imply a $20B+ market cap and $70/share "OK Dave you've lost your damn mind". No. Listen. I know it sounds crazy. BUT I don't think most people (even the grizzled $EOSE diehards) fully grasp how massive this news is. Many are still in disbelief too emotionally scarred to spell it out. There was always a chance the 30% shorts were right to dismiss the ridiculous growth $EOSE's team was guiding for. There was always a chance that something would come up and that we would get some"
X Link 2025-10-22T13:00Z [----] followers, 146.2K engagements
"Major bloodbath and capitulation in good names along with the trash. Starting to deploy reserves. Chop continues in momentum names. To me this is very healthy. I am paying attention to what names are holding up well when arguably on a surface level they should be getting destroyed. $ETH / $BMNR should be wrecked today but is holding up which is interesting. Chop continues in momentum names. To me this is very healthy. I am paying attention to what names are holding up well when arguably on a surface level they should be getting destroyed. $ETH / $BMNR should be wrecked today but is holding up"
X Link 2025-10-22T14:54Z [----] followers, 13.7K engagements
"Snagged some $15 $CCCX. Holy moly talk about capitulation"
X Link 2025-10-22T15:06Z [----] followers, 24.4K engagements
"It's been six hours and tens of thousands of views and so far only a thumbs up from the $EOSE crew. Yet everyone else is panic selling a $70 stock for $14 I increased my $EOSE position size significantly today"
X Link 2025-10-22T19:08Z [----] followers, [----] engagements
"$CCCX / $INFQ Infleqtion Shrinking massive radar dishes to quantum sensors the size of sugar cubes The CEO breaks down how they're delivering real products real revenue and transforming sensors in everything from cell phones to battleships with their neutral atom technology $CCCX - Infleqtion Listen to CEO Matthew Kinsella discuss how quantum sensing is an immediate real-world application for national security and how it is becoming essential in order for the US to maintain its superiority on the battlefield. https://t.co/HLbWknDvbn $CCCX - Infleqtion Listen to CEO Matthew Kinsella discuss"
X Link 2025-10-22T23:39Z 13.4K followers, 51.3K engagements
"$IONQ $RGTI $QBTS $CCCX For everyone rolling their eyes and scoffing at the US government treating quantum as a strategic resource please take a step back and educate yourself on why that might not be the government yolo'ing at a casino. Please watch these videos below. $CCCX / $INFQ Infleqtion Shrinking massive radar dishes to quantum sensors the size of sugar cubes The CEO breaks down how they're delivering real products real revenue and transforming sensors in everything from cell phones to battleships with their neutral atom technology https://t.co/kf9pn17ByU $CCCX / $INFQ Infleqtion"
X Link 2025-10-23T01:30Z [----] followers, [----] engagements
"Well maybe it was more like "guzzled up some $15 $CCCX." Snagged some $15 $CCCX. Holy moly talk about capitulation. Snagged some $15 $CCCX. Holy moly talk about capitulation"
X Link 2025-10-23T01:57Z [----] followers, 12.9K engagements
"@atxatxatx123 Probably not for a few years. Will just borrow against it for years and not pay any taxes on it"
X Link 2025-10-23T02:04Z [----] followers, [---] engagements
"@amitisinvesting Here is an explanation of why the government needs quantum https://x.com/YeahDrDave/status/1980302991979872263 $CCCX - Infleqtion Listen to CEO Matthew Kinsella discuss how quantum sensing is an immediate real-world application for national security and how it is becoming essential in order for the US to maintain its superiority on the battlefield. https://t.co/HLbWknDvbn https://x.com/YeahDrDave/status/1980302991979872263 $CCCX - Infleqtion Listen to CEO Matthew Kinsella discuss how quantum sensing is an immediate real-world application for national security and how it is"
X Link 2025-10-23T02:52Z [----] followers, 13.2K engagements
"@amitisinvesting $EOSE is led by Cerberus https://x.com/YeahDrDave/status/1977075148143644947 $EOSE If only there was a full-stack fully American zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a sudden 10x revenue surge that the market has scoffed at What if its stock has a 30% short float https://t.co/IcmThtYELk https://x.com/YeahDrDave/status/1977075148143644947 $EOSE If only there was a full-stack fully American zero-lithium battery maker whose tech is uniquely suited for AI data centers. What if that company is guiding a"
X Link 2025-10-23T03:22Z [----] followers, [----] engagements
"$CCCX / $INFQ Infleqtion A reminder that when a legitimate quantum company comes around there will be signs. $CCCX / $INFQ Infleqtion Shrinking massive radar dishes to quantum sensors the size of sugar cubes The CEO breaks down how they're delivering real products real revenue and transforming sensors in everything from cell phones to battleships with their neutral atom technology https://t.co/kf9pn17ByU $CCCX / $INFQ Infleqtion Shrinking massive radar dishes to quantum sensors the size of sugar cubes The CEO breaks down how they're delivering real products real revenue and transforming"
X Link 2025-10-23T03:45Z 13.4K followers, 41.9K engagements
"$EOSE Yea I don't know about that. @YeahDrDave I shorted EOSE significantly today @YeahDrDave I shorted EOSE significantly today"
X Link 2025-10-23T04:01Z [----] followers, [----] engagements
"$CCCX / $INFQ Infleqtion Strong performance today. Still the best value in quantum in my opinion and it hasn't even fully gone public yet. Once it does the news and attention will increase Just as a reminder that at $20 the real marketcap is $5B at IPO. Researching $SKYT now. $CCCX / $INFQ Infleqtion A reminder that when a legitimate quantum company comes around there will be signs. https://t.co/eORYZC8Lvc $CCCX / $INFQ Infleqtion A reminder that when a legitimate quantum company comes around there will be signs. https://t.co/eORYZC8Lvc"
X Link 2025-10-23T23:05Z 13.4K followers, 15.8K engagements
"You just looked at the Robinhood page for the SPAC holding company and concluded the actual quantum company that has been building since [----] and sending sensors/computing to the international space station has two employees They have over [---] employees (130 PhD physicist and engineers) across offices in US UK and Australia https://x.com/YeahDrDave/status/1974577772921319900 https://x.com/YeahDrDave/status/1974577772921319900"
X Link 2025-10-23T23:53Z [----] followers, [---] engagements
"For those asking about the $CCCX $5B "real" mcap at $20: Please learn how SPACs workthey're likely to become more common. Chamath is the one who gave SPACs a scammy reputation but they don't have to be scammy. Otherwise as annoying and clunky as they are they're probably better than the max-extraction regular IPOs we'd otherwise get. When regulatory approval occurs and there's a shareholder vote (probably end of [----] or Q1 2026) $CCCX (the empty holding company) will merge with Infleqtion (the real quantum company) and the ticker will automatically change to $INFQ at a 1:1 ratio. You don't"
X Link 2025-10-24T01:07Z 13.5K followers, [----] engagements
"$CCCX / $INFQ Infleqtion SPAC risks and the real market cap The real market cap is $5B at $20 a share. Understandably I am getting asked this a lot. So I wrote this all out for you guys: For those asking about the $CCCX $5B "real" mcap at $20: Please learn how SPACs work they are likely to become more common. Chamath is the one who gave SPACs a scammy reputation but they don't have to be scammy. Otherwise as annoying and clunky as they are they're probably better than the typical max retail extraction $100B mcap cash-grab institutionally raped IPOs we would get. When regulatory approval"
X Link 2025-10-24T01:25Z 13.4K followers, 23.9K engagements
"$CCCX / $INFQ Infleqtion (prev Coldquanta) has gotten [---] US gov contracts dating back to Sept [----]. $IONQ (another legit quantum company) has had [--] oldest was Sept [----]. $CCCX would be $80 at the same valuation as $IONQ Gov Database: Top (Infleqtion/Coldquanta) Bottom (IONQ) $CCCX / $INFQ Infleqtion A reminder that when a legitimate quantum company comes around there will be signs. https://t.co/eORYZC8Lvc $CCCX / $INFQ Infleqtion A reminder that when a legitimate quantum company comes around there will be signs. https://t.co/eORYZC8Lvc"
X Link 2025-10-24T14:00Z 13.5K followers, 37.9K engagements
"$TE Added more today at $3.50 halfway to target size. Batteries are hot $EOSE $FLNC solar overlooked. Perfect time to build a position. Data center construction just starting; energy crunch hits next year aligning with $TE's 2nd mega factory ramp-up. Recent raise is expected. $TE T1 Energy Energy is the new currency. AI deals are now measured in GWs. Without power the AI revolution stalls. Data centers are being booted from cities due to energy concerns. Nat gas buildouts 3-5 years out. Nuclear A decade away. But data centers are building NOW. https://t.co/C7fjlwiXZr $TE T1 Energy Energy is"
X Link 2025-10-24T21:06Z [----] followers, 25.5K engagements
"@TradeForce check out the intro post I did on $TE. I don't think the "renewable energy" political football is a factor anymore. If anything Trump strengthened $TE's unique position"
X Link 2025-10-24T21:22Z [----] followers, [---] engagements
"@5xCap Well I am a bit of an $EOSE connoisseur as well. Search my $EOSE posts"
X Link 2025-10-24T21:29Z [----] followers, [---] engagements
"$ASTS just hired a "VP of Engineering: Federal Programs" who has a background in radar and missile defense with [--] years at Raytheon. Golden Dome announcement immanent. We are done guys we made it. Credit @sgreddit125 for the find $ASTS / $RKLB The world has woken up to the need for hypersonic missile defense. One thing this unfortunate escalation has shown is the stark difference between "regular" ballistic missiles vs the way hypersonic missiles are able to cut through defenses. Being able to detect https://t.co/FDhG09Kib8 $ASTS / $RKLB The world has woken up to the need for hypersonic"
X Link 2025-10-25T05:06Z [----] followers, 14.8K engagements
"$TE Is wildly miss priced. If I hadn't seen it for myself I would never have believed this company is being valued at $500M. It's only other competition is valued at a $26B. $TE has raised total about 1.2B in funding. Valued at 550M currently. It's a physical business with real world assets-- Advance Solar Manufacturing capabilities in the US. Not a digital business. This needs further investigation. P.S. Savage to see Fidelity as investors https://t.co/SCA7VvcfGk $TE has raised total about 1.2B in funding. Valued at 550M currently. It's a physical business with real world assets-- Advance"
X Link 2025-10-26T15:33Z [----] followers, 23.4K engagements
"@hiteshkar Yes I don't think they should have the same valuation (yet) but $TE is currently valued at 2% of $FSLR"
X Link 2025-10-26T15:46Z [----] followers, [----] engagements
"$EOSE Huge Analyst Price Target Raises Two of the highest rated and most accurate wallstreet analysts just put out reports on $EOSE and doubled their price targets to +$20. Meanwhile the 30% short float has increased This is going to be hilarious. $EOSE just revealed an anticipated 13233.33% revenue increase. No that is not a typo. From $15M to $2B. That could imply a $20B+ market cap and $70/share "OK Dave you've lost your damn mind". No. Listen. I know it sounds crazy. BUT I don't think most people (even $EOSE just revealed an anticipated 13233.33% revenue increase. No that is not a typo."
X Link 2025-10-26T17:21Z [----] followers, 56.3K engagements
"Everyone and their mother is talking about $KRKNF Kraken meanwhile there is another low cap Anduril partner that is traded on the NASDAQ that is about to break out of a three year consolidation 😏 $OUST $OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones and cleared by DOD for use in other unmanned systems across the industry -Robotics: last mile driverless delivery mapping and humanoid robotics sensors/coordination https://t.co/SLIkLI7E2G $OUST Ouster is a made in USA play on solid state/digital LiDAR to be used in: -Defense: Anduril drones"
X Link 2025-10-26T19:31Z [----] followers, 85.7K engagements
"@ThetaBondsman $OUST is heavily investing in R&D scaling manufacturing and building out software as well. That's why they are "unprofitable". Sales grew 30% and GAAP margins are 45%. Both are interesting companies and here's a general overview"
X Link 2025-10-26T22:12Z 14.3K followers, [----] engagements
"$HOOD I can't believe the "I'll say $HOOD is expensive so I sound reasonable" crowd let me buy in the $120s even after they revealed a gambling/predictions empire and the start of their banking empire. It wasn't expensive in July at $90. Now in October at $120 it wasn't expensive either. What's the gambling/prediction market worth What is the banking TAM worth How about asset management Stablecoins Mortgages Private markets This will be a trillion-dollar company in a few short years. That is $1125 a share. But yes go on and say $120's is "expensive." $HOOD is not expensive Everyone parroting"
X Link 2025-10-26T23:18Z [----] followers, 36.3K engagements
"$EOSE @YeahDrDave 13300% of [--] is still [--] @YeahDrDave 13300% of [--] is still 0"
X Link 2025-10-27T02:50Z [----] followers, [----] engagements
"$TE Everyone in my DMs asking why $TE hasn't 10x'd already This isn't a meme stock. It's a small cap in a beaten down sector undergoing intensive raises/dilution building out a second mega factory. An intro post from a chicken on the internet doesn't mean go all in with no DD. $TE Added more today at $3.50 halfway to target size. Batteries are hot $EOSE $FLNC solar overlooked. Perfect time to build a position. Data center construction just starting; energy crunch hits next year aligning with $TE's 2nd mega factory ramp-up. Recent raise is expected. $TE Added more today at $3.50 halfway to"
X Link 2025-10-27T19:04Z [----] followers, 12.7K engagements
"$CCCX / $INFQ Infleqtion's neutral atom technology referenced in the All In Podcast Not only do they have real products in the field with quantum sensing but Infleqtion is also leveraging their neutral atom technology to build quantum computers without the need for huge chandelier cryogenic setups. On the @theallinpod @friedberg interviews this year's Nobel Price recipient for physics John Martinis who expresses his excitement for this novel neutral atom approach. $CCCX / $INFQ Infleqtion (prev Coldquanta) has gotten [---] US gov contracts dating back to Sept [----]. $IONQ (another legit quantum"
X Link 2025-10-27T23:59Z 13.4K followers, 27.9K engagements
"$CCCX Robinhood just setup overnight trading The only other overnight quantum name is $IONQ but when was the last time they did overnight trading for a SPAC The attention on this name is huge @vladtenev knows what the people want @BioMindBeliever @YeahDrDave Interesting to note robinhood tonight added overnight trading to CCCx Most quantum names don't have that on hood Vlad knows what's up @BioMindBeliever @YeahDrDave Interesting to note robinhood tonight added overnight trading to CCCx Most quantum names don't have that on hood Vlad knows what's up"
X Link 2025-10-28T01:02Z [----] followers, 15.6K engagements
"$TE T1 Energy - Prelim Q3 [----] Results Continued revenue growth amid U.S. solar manufacturing expansion [--] Q4 - $2.9M [--] Q1 - $53.5M (+1745%) [--] Q2 - $132.8M (+148%) [--] Q3 - $210M (+58% just reported) [--] Q4 - $313M (+49% expected) Growth is fueled by increasing production at the G1_Dallas facility (expected 2.63.0 GW for full-year 2025) and government incentives (Section 45X credits). From Q3 earnings report: "In Q4 [----] T1 expects a significant increase in sales related to the highest expected production year-to-date at G1_Dallas" Also there was a Q3 impairment and sales deferral pushing"
X Link 2025-10-28T14:20Z [----] followers, 64.5K engagements
"Small Cap Anduril partners/suppliers: Ouster $OUST vs Kraken Robotics $KRKNF / $PNG $OUST trades on the NASDAQ. $KRKNF is OTC. Revenue: Profit: Kraken Robotics does sound cooler though. Everyone and their mother is talking about $KRKNF Kraken meanwhile there is another low cap Anduril partner that is traded on the NASDAQ that is about to break out of a three year consolidation 😏 $OUST Everyone and their mother is talking about $KRKNF Kraken meanwhile there is another low cap Anduril partner that is traded on the NASDAQ that is about to break out of a three year consolidation 😏 $OUST"
X Link 2025-10-28T16:30Z 12.6K followers, 49.8K engagements
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