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# ![@amitisinvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1468103131737247748.png) @amitisinvesting amit

Palantir ($PLTR) has been making significant strides, including a strong Q3 earnings report, a new partnership with Poland's Ministry of Defense, and a notable mention from NVIDIA's CEO Jensen Huang, who called Palantir's ontology "probably the single most important enterprise stack in the world". Grab ($GRAB) also reported strong Q3 earnings, with a 22% YoY revenue growth and raised EBITDA guidance. Other notable mentions include OpenAI's expected revenue growth and partnerships with Microsoft ($MSFT) and NVIDIA ($NVDA).

### Engagements: [-------] [#](/creator/twitter::1468103131737247748/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1468103131737247748/c:line/m:interactions.svg)

- [--] Week [---------] -36%
- [--] Month [----------] +17%
- [--] Months [-----------] -27%
- [--] Year [-----------] +11%

### Mentions: [---] [#](/creator/twitter::1468103131737247748/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1468103131737247748/c:line/m:posts_active.svg)

- [--] Week [---] -5.10%
- [--] Month [---] -3.30%
- [--] Months [-----] -21%
- [--] Year [-----] -45%

### Followers: [-------] [#](/creator/twitter::1468103131737247748/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1468103131737247748/c:line/m:followers.svg)

- [--] Week [-------] +0.98%
- [--] Month [-------] +5.50%
- [--] Months [-------] +38%
- [--] Year [-------] +126%

### CreatorRank: [------] [#](/creator/twitter::1468103131737247748/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1468103131737247748/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4801 [finance](/list/finance)  #6059 [technology brands](/list/technology-brands)  21.05% [countries](/list/countries)  9.02% [cryptocurrencies](/list/cryptocurrencies)  6.77% [automotive brands](/list/automotive-brands)  4.14% [social networks](/list/social-networks)  1.5% [exchanges](/list/exchanges)  1.13% [celebrities](/list/celebrities)  1.13% [currencies](/list/currencies)  1.13%

**Social topic influence**
[$hood](/topic/$hood) #56, [ai](/topic/ai) #4106, [$pltr](/topic/$pltr) #88, [$nvda](/topic/$nvda) #498, [meta](/topic/meta) #4437, [$googl](/topic/$googl) #1932, [the first](/topic/the-first) 4.14%, [$meta](/topic/$meta) #74, [gold](/topic/gold) #2774, [we are](/topic/we-are) #2403

**Top accounts mentioned or mentioned by**
[@stevenfiorillo](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@grok](/creator/undefined) [@samsolid57](/creator/undefined) [@realmattmoney](/creator/undefined) [@mikelongterm](/creator/undefined) [@03nocontrol](/creator/undefined) [@incomesharks](/creator/undefined) [@fetzinvests](/creator/undefined) [@pizzangelo](/creator/undefined) [@frameworkwisely](/creator/undefined) [@davidri24012971](/creator/undefined) [@tks8798](/creator/undefined) [@clearank](/creator/undefined) [@endicottinvests](/creator/undefined) [@davisc15](/creator/undefined) [@papergainsinc](/creator/undefined) [@juanrodrig07](/creator/undefined) [@samlefrenchie](/creator/undefined) [@downtown](/creator/undefined)

**Top assets mentioned**
[Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Shopify Inc (SHOP)](/topic/$shop) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [RAI Finance (SOFI)](/topic/$sofi) [Bitcoin (BTC)](/topic/$btc) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Apple, Inc. (AAPL)](/topic/$aapl) [Advanced Micro Devices (AMD)](/topic/$amd) [Amkor Technology Inc (AMKR)](/topic/$amkr) [GameStop, Corp. (GME)](/topic/$gme) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Ethereum (ETH)](/topic/ethereum) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Figma, Inc. (FIG)](/topic/$fig) [Block, Inc. (XYZ)](/topic/$xyz) [GitLab Inc. (GTLB)](/topic/$gtlb) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Salesforce Inc (CRM)](/topic/$crm) [Micron Technology, Inc. (MU)](/topic/$mu) [ELYSIA (EL)](/topic/$el)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I sat down with the CEO and CoFounder of Robinhood Vlad Tenev to discuss a variety of topics after Robinhood's Gold Standard event. In the podcast we discussed the early days of Robinhood and how the company grew the economicsbehind Robinhood Gold's new 1% unlimited match on depositshow Robinhood thinks of the credit market with their new 3% cash back card international expansion crypto and more. This was one of the first long-form podcasts Vlad has sat down for in over [--] years so was very grateful for him giving the time after one of the busiest weeks in history for the company following"  
[X Link](https://x.com/amitisinvesting/status/1775568982814105930)  2024-04-03T17:00Z 324.5K followers, 6.8M engagements


"$PLTR PALANTIR EXTENDS THEIR PARTNERSHIP WITH AIRBUS FOR $1B [--] YEARS. Skywise was one of the first operating systems that Palantir built & Airbus was one of their first corporate clients to adopt it at scale. Transformational software that creates value wins. Palantir 🤝 Airbus [--] yr $1 billion contract extension 🛫 Skywise enables more than [---] airlines worldwide to leverage data related to their operations in order to reduce costs and increase the availability of their fleets Airbus explained. For its part Palantir https://t.co/vZ0sQABs12 Palantir 🤝 Airbus [--] yr $1 billion contract"  
[X Link](https://x.com/amitisinvesting/status/2021253965418029358)  2026-02-10T16:04Z 324.5K followers, 182.2K engagements


"NONFARM PAYROLLS FOR JANUARY COME IN AT +130K VS EXPECTATIONS OF +70K okay we really needed that"  
[X Link](https://x.com/amitisinvesting/status/2021577742811087130)  2026-02-11T13:31Z 324.5K followers, 122.2K engagements


"NANCY PELOSI'S LATEST FINANCIAL DISCLOSURE WAS RELEASED TODAY. She bought shares via exercising deep ITM call options on: $GOOGL [----] shares $AMZN [----] shares $NVDA [----] shares $TEM [----] shares She Sold: [-----] shares of $AAPL [-----] shares of $DIS [----] shares of $PYPL"  
[X Link](https://x.com/amitisinvesting/status/2015798190449086948)  2026-01-26T14:45Z 324.5K followers, 439.1K engagements


"BREAKING: Anthrophic is doubling their fundraising plans from $10B to $20B as per the Financial Times. This will value the company at $350B as investor interest is now 5x the original size of the round. Anthropic went from $1B to $9B in ARR last year. $NVDA $AMD $AVGO $MSFT"  
[X Link](https://x.com/amitisinvesting/status/2016225797799911426)  2026-01-27T19:04Z 324.5K followers, 137.1K engagements


"Last weekend we hosted our first meetup of [----] in New York 🚀 The goal of these are to provide a space for everyone in our collective investing community to connect and get to know each other. The numbers on the screen are one thing actually meeting people face to face is a whole different experience. Truly grateful for the [---] people who came and hopefully we make these meetups better and better over the coming years the next one is in LA on March 28th I did [--] of these last year on my own at local bars so for it to now be hosted in formal venues is just really special and I genuinely am so"  
[X Link](https://x.com/amitisinvesting/status/2020309429061636230)  2026-02-08T01:31Z 324.5K followers, 55.8K engagements


"VANDA RESEARCH: - Record is buying the dip on software - $IGV record net-inflows since [----] - Call option volume spiked last Friday to 220K calls on the software ETF Software is the largest battleground sector right noweither AI disrupts it or these companies disprove the narrative"  
[X Link](https://x.com/amitisinvesting/status/2021298065513033790)  2026-02-10T18:59Z 324.5K followers, 51.2K engagements


"$HOOD For everyone complaining about prediction markets it looks like Robinhood will now allow you to turn it off. Listening to users and implementing quickly has always been their strong suit Looks like the message finally got through. Thank you @RobinhoodApp https://t.co/IHckmNfiuE Looks like the message finally got through. Thank you @RobinhoodApp https://t.co/IHckmNfiuE"  
[X Link](https://x.com/amitisinvesting/status/2021620602902385117)  2026-02-11T16:21Z 324.5K followers, 117.7K engagements


"Robinhood $HOOD and I both got a haircut today"  
[X Link](https://x.com/amitisinvesting/status/2021633102351937643)  2026-02-11T17:11Z 324.5K followers, 148.2K engagements


"https://x.com/i/spaces/1djGXWVoLVRKZ https://x.com/i/spaces/1djGXWVoLVRKZ"  
[X Link](https://x.com/amitisinvesting/status/2021641018035363872)  2026-02-11T17:42Z 324.5K followers, 56.6K engagements


"BREAKING: Bill Ackman has taken a new position in $META. The position size is undisclosed and will likely be revealed on his next 13F disclosure next week"  
[X Link](https://x.com/amitisinvesting/status/2021642286824886455)  2026-02-11T17:47Z 324.5K followers, 104.1K engagements


"$GRAB Overall a solid quarter but the guide is not the best. 22% growth for FY26 is not horrible but in this market we needed 25%. Adjusted EBITDA growth needed to come in at minimum 55% and the guide is for 45%. MTUs up GMV scaling plenty of things to likebut the guide is not impressing the street at all. I also am confused on the Stash acquisition and $500M share buyback. Management should give more commentary soon to explain it but not sure how both help the growth story. Grab is guiding for 20% CAGR on revenue until [----] which is strong but just not as strong as needed. I dont think it"  
[X Link](https://x.com/amitisinvesting/status/2021738879468880248)  2026-02-12T00:11Z 324.5K followers, 114K engagements


"$SNAP SNAPCHAT DOWN 15% AH"  
[X Link](https://x.com/amitisinvesting/status/1620532115967471616)  2023-01-31T21:18Z 321.4K followers, [----] engagements


"CAN SOMEONE EXPLAIN WHY DELL $DELL COMPUTERS ARE UP 7% TODAY"  
[X Link](https://x.com/amitisinvesting/status/1795904276146876840)  2024-05-29T19:45Z 323.7K followers, 330.2K engagements


"WHY $FIG FIGMA IS ONE OF THE DIRTIEST GAMES WALL STREET PLAYED ALL YEAR: Lets dive in. Figma sold 36M shares to the public at $33/share raising $1.2B. 24M shares came from investors 12M came from insiders. Big banks usually underwrite an IPO. Underwriting is a fancy way of saying that Goldman JPMorgan etc. analyze the business and try to figure out what its worth. They all told Figma that the business is worth $33/sharebut then the banks took those 36M shares after giving Figma the $1.2B and then priced them at $100 a share. Wall Street made about $2B on the difference between $100 and $33"  
[X Link](https://x.com/amitisinvesting/status/1951179300998119635)  2025-08-01T07:12Z 323.2K followers, 319.2K engagements


"TRUMP ON CHINA: - I'LL PROBABLY MEET WITH XI BUT I DON'T KNOW - OUT OF THE BLUE THEY CAME UP WITH THESE NEW EXPORT CONTROLS - I SET THE DATE FOR NOV 1ST MAYBE THINGS CHANGE BY THEN markets slightly recovering after hours. what a day"  
[X Link](https://x.com/amitisinvesting/status/1976772558696395078)  2025-10-10T22:11Z 323K followers, 318.9K engagements


"i guess someone mentioned soybeans again"  
[X Link](https://x.com/amitisinvesting/status/1978510868758360211)  2025-10-15T17:18Z 323.8K followers, 116.8K engagements


"omg $PYPL actually said it they said OpenAI +15% love this 😂"  
[X Link](https://x.com/amitisinvesting/status/1983135265896964217)  2025-10-28T11:34Z 323.2K followers, 187.2K engagements


"$PLTR Really important point below: Michael Burry never publishes his 13F early. This is one of the first times in a decade that he didlikely because he was severely underwater on his Palantir puts. Given he bought those puts at any time during July - September (Q3) then unless he bought Palantir puts at $200 which wouldnt be possible since that happened during Q4 he was underwater. Part of the reason to disclose early may have been to get the market to use the headline to then allow him to get exit liquidity since the trade was simply not going his way. While Palantir is down from earnings"  
[X Link](https://x.com/amitisinvesting/status/1986532801420611647)  2025-11-06T20:35Z 323.6K followers, 804.3K engagements


"Cathie Wood $ARKK today: Buys: - $GOOG [------] shares - $META [-----] shares - $XYZ [------] shares - $CRWV [------] shares - $HOOD [----] shares Sells: - $AMD [------] shares - $GTLB [------] shares - $PLTR [------] shares"  
[X Link](https://x.com/amitisinvesting/status/1993488525908754690)  2025-11-26T01:14Z 323.1K followers, 324K engagements


"S&P [---] INCLUSION DECEMBER 2025: Included: Carvana $CVNA Comfort Systems $FIX CRH PLC $CRH Removed: $LKQ Solstice $SOLS Mohawk Industries $MHK No Reddit SoFi or Microstrategy"  
[X Link](https://x.com/amitisinvesting/status/1997072900223107248)  2025-12-05T22:37Z 323.6K followers, 187K engagements


"$ARKK Cathie Wood buy/sells today: Bought: $BMNR [------] shares $COIN [-----] shares $CRWW [------] shares $CRCL [------] shares $XYZ [-----] shares Sold: $TSLA [------] shares $SOFI [-----] shares $SHOP [-----] shares"  
[X Link](https://x.com/amitisinvesting/status/2000737669093974454)  2025-12-16T01:20Z 323.1K followers, 261.8K engagements


"$ORCL $OWL THE ORACLE BLUE OWL SITUATION: One reason we could be seeing pain across the entire market today is because Blue Owl a private credit lender has been financing a TON of these new datacenter deals including many from $META. Today they came out and said they would not be taking on one of Oracles $10B datacenter deals. Now Oracle came out and said they chose to go with someone different (Blackstone stepped in) but the market is perceiving Blue Owls hesitancy here as a sign of concern over Oracles debt. Whats the issue Well Oracle has $127B in debt. $25B of that debt is due within"  
[X Link](https://x.com/amitisinvesting/status/2001369128695927074)  2025-12-17T19:09Z 323.1K followers, 226.7K engagements


"NANCY PELOSI IS RETIRING AT THE END OF THIS YEAR. Shes up 224% since the start of [----]. This is the final weighting of her portfolio while she retires as the greatest politician stock trader of all time. Her final top [--] positions: $GOOGL $SCHO $AVGO $PANW $AMZN"  
[X Link](https://x.com/amitisinvesting/status/2001720327185801525)  2025-12-18T18:24Z 322.5K followers, 195.7K engagements


"WALL STREET TOP STOCK PICKS FOR 2026: Morgan Stanley $AMZN $NVDA $ALAB $NDAQ $APPN $FROG Bank of America $NVDA $AVGO $LRCX $KLAC $GOOGL $EL RBC Capital Markets $ABNB $META $UBER $DASH $MSFT $INTU $CRM Wolfe Research $MU $FDX $ORLY $LITE $AMZN $META $UBER $GOOGL $MSFT $NVDA pretty much all the banks are saying go long Mag 7s and dont fade giants like salesforce and uber even if they havent held up either the Mag [--] trade gets exhausted next year or the big get bigger https://twitter.com/i/web/status/2005689295433028048 https://twitter.com/i/web/status/2005689295433028048"  
[X Link](https://x.com/amitisinvesting/status/2005689295433028048)  2025-12-29T17:16Z 320.6K followers, 302.6K engagements


"$ZETA deepdive: https://substack.com/@amitsinvesting/note/p-182361293r=2aohdt&utm_medium=ios&utm_source=notes-share-action https://substack.com/@amitsinvesting/note/p-182361293r=2aohdt&utm_medium=ios&utm_source=notes-share-action"  
[X Link](https://x.com/amitisinvesting/status/2008601036953710628)  2026-01-06T18:06Z 321.4K followers, 40.4K engagements


"$TSM $AMKR $INTC - The U.S. is nearing a trade deal with Taiwan to cut tariffs and secure more TSMC investment. - TSMC would build at least five additional semiconductor fabs in Arizona. - The deal would lower tariffs on Taiwans exports to about 15% per NYT. Trump is serious about bringing back more chip manufacturing to the UShard to fade the on-shoring trade if we think overall chip demand goes higher. A portion of that demand will be met in the US. $TSM now $1.7T market cap +1.5% https://twitter.com/i/web/status/2010763429242343678 https://twitter.com/i/web/status/2010763429242343678"  
[X Link](https://x.com/amitisinvesting/status/2010763429242343678)  2026-01-12T17:18Z 323.1K followers, 77.9K engagements


"$GRAB trading as if Singapore is about to get invaded 😂😂😂😂 in all seriousness yes it sucks to be stuck in something that isnt moving and was just up 35% a few months ago but it also begs the question about why and I personally do not see the fundamental argument for why it deserves to be trading at these levels at all. barclays came out this morning and once again reiterated $7. maybe there is some big earnings surprise and horrible guidance and the thesis changes but outside of that I feel the shorts are in control and the price simply isnt matching with the reality of the business. this"  
[X Link](https://x.com/amitisinvesting/status/2011843074708631735)  2026-01-15T16:49Z 322K followers, 222.3K engagements


"TRUMP: - 10% tariff on Denmark Norway Sweden France Germany the UK Netherlands and Finland - Effective February 1st - Tariff Increases to 25% beginning on June 1st - Tariffs will continue until the US reaches a deal to buy Greenland bro"  
[X Link](https://x.com/amitisinvesting/status/2012570268829384925)  2026-01-17T16:58Z 321K followers, 749.1K engagements


"alright S&P officially down 2% now she's starting to take things down all mag 7's down 3% or more the hard part about buying the dip is that you just don't know what route Trump will go next but obviously the markets aren't liking it almost pushing fear as well"  
[X Link](https://x.com/amitisinvesting/status/2013696769939443983)  2026-01-20T19:34Z 321.3K followers, 138.8K engagements


"TRUMP: BASED ON A VERY PRODUCTIVE MEETING WITH NATO I WILL NOT BE IMPOSING THE FEBRUARY 1ST TARIFFS THE TACO IS HERE"  
[X Link](https://x.com/amitisinvesting/status/2014058355338215507)  2026-01-21T19:31Z 322K followers, 236.4K engagements


"US GDP & JOBS DATA TODAY: GDP for Q3 comes in at 4.4% above expectations of 4.3% Jobless claims come in at 200K below expectations of 210K so.the economy is growing faster than expected and people are filing for unemployment much lower than expected what does that mean for the short term likely no rate cuts on January 28th at the FOMC meeting probabilities now at 5% if more people have jobs they can spend more and if the economy is growing there might not be a desperate need to stimulate by cutting rates but for the markets we need growth in earnings and the best way to get that.is for people"  
[X Link](https://x.com/amitisinvesting/status/2014332924678545721)  2026-01-22T13:42Z 322.1K followers, 84.2K engagements


"ELON'S FIRST EVER TALK AT THE WORLD ECONOMIC FORUM: - AI could become smarter than any individual human by the end of this year - We will start selling Optimus to the public by the end of next year - SpaceX will be soon launching solar-powered AI satellites Elon really is pretty excited about the future he continued to mention that work will be optional and most things will be free.quite the contrast from those that say AI is fake and will result in zero meaningful change for humanity. https://twitter.com/i/web/status/2014384214263701725 https://twitter.com/i/web/status/2014384214263701725"  
[X Link](https://x.com/amitisinvesting/status/2014384214263701725)  2026-01-22T17:06Z 323.5K followers, 118.2K engagements


"$META Zucks is not going down without a fight was $600 a few days ago catalysts: - new compute biz (potentially) - layoffs in reality labs - threads monetization announced - multiple analyst upgrades based on depressed multiple + whatsapp scaling whos long"  
[X Link](https://x.com/amitisinvesting/status/2014399675063787764)  2026-01-22T18:08Z 321.2K followers, 109.6K engagements


"$TSLA So my dad had the FSD trial for a month. He loved it. Could not stop talking about it. Trial ended [--] weeks ago and I asked him if I should upgrade his account for the $100/month. My dadbeing my dadsaid no because $100 is not worth it. Now I pay the $100 on my Tesla because I know its worth it. My dad drives 10x more than me so I knew he knew it was worth it but I gave him a week to go back to driving normal. Few nights ago he called me and told me to upgrade the software because he cant go back to driving 😂 FSD is the future. Best real world use case of AI. Just needs to penetrate more"  
[X Link](https://x.com/amitisinvesting/status/2014407704958140512)  2026-01-22T18:39Z 323.6K followers, 714.3K engagements


"Sat down with Dion Harris Senior Director of HPC and AI Infrastructure Solutions @ NVIDIA to discuss how AI factories are scaling complexities within global supply chains and Nvidias latest GPU architecture Vera Rubin. Thank you to Dion @NVIDIADC for taking the time"  
[X Link](https://x.com/amitisinvesting/status/2014496231058293078)  2026-01-23T00:31Z 321.1K followers, 79.1K engagements


"$NVDA BREAKING: China has cleared tech companies to place orders for Nvidia H200 chips as per Bloomberg. - These companies can now discuss specifics details like the amount of chips they need. - China will still encourage companies to buy domestic chips along side Nvidia"  
[X Link](https://x.com/amitisinvesting/status/2014669829827932484)  2026-01-23T12:01Z 323.1K followers, 106.5K engagements


"Sat down with Kari Ann Briski VP of Generative AI Software for Enterprise @ NVIDIA to discuss NVIDIAs Nemotron open models how training data can be used for building agentic systems and scaled AI enterprise adoption. Thank you to Kari @NVIDIAAIDev for taking the time"  
[X Link](https://x.com/amitisinvesting/status/2014729840935436634)  2026-01-23T16:00Z 321.9K followers, 65.5K engagements


"Sat down with Rev Labaredian VP of Omniverse & Simulation Technology @ NVIDIA to discuss the age of physical AI how companies are using NVIDIA's Cosmos models and why Robotics continues to accelerate. Thank you to Rev @NVIDIARobotics @NVIDIAOmniverse for taking the time"  
[X Link](https://x.com/amitisinvesting/status/2014820440838140060)  2026-01-23T22:00Z 321.4K followers, 50.9K engagements


"NYC Meet Up is next Sunday We have about [--] spots left really excited to see everyone there. This will be the first meetup of [----] and should be a fun one. Steve Kris Matt and many more friends will be there with me. The purpose of these is to really give a human connection behind the X/YT chatter and it really is hard to describe how special & real things become when you talk to someone in person shake their hand have a drink with them get their contact and actually gain a friend you can talk to about similar interests which for usis the markets. Final spots available in the link below again"  
[X Link](https://x.com/amitisinvesting/status/2015106268495565202)  2026-01-24T16:55Z 321.8K followers, 108.9K engagements


"BREAKING: US Government shutdown odds now approach 79% after Democrats threaten to not vote for the proposed spending bill unless new DHS and ICE funding is eliminated. The 40-day shutdown in October is likely shedding 1-2% off Q4 GDP. Q1 GDP is expected to be very strong but a shutdown could once again hurt growth. Given the US deficit and debt spending growth is the only cure right now as the USD continues to weaken as well. Silver & Gold are rocketing to new all time highs. https://twitter.com/i/web/status/2015560307989487941 https://twitter.com/i/web/status/2015560307989487941"  
[X Link](https://x.com/amitisinvesting/status/2015560307989487941)  2026-01-25T22:59Z 321.7K followers, 279.5K engagements


"FUTURES Nasdaq Russel Dow Jones and S&P open red on fears of a shutdown coming by January 31st. Bitcoin $BTC falls below $86K. Gold $GLD is dollars away from $5000 and $SLV Silver has broke $103. Big Tech earnings begin this week with Apple Meta Microsoft and Tesla. BREAKING: US Government shutdown odds now approach 79% after Democrats threaten to not vote for the proposed spending bill unless new DHS and ICE funding is eliminated. The 40-day shutdown in October is likely shedding 1-2% off Q4 GDP. Q1 GDP is expected to be very strong but https://t.co/yUdgoOK5xR BREAKING: US Government"  
[X Link](https://x.com/amitisinvesting/status/2015561326643355897)  2026-01-25T23:04Z 321.3K followers, 156.3K engagements


"@samsolid57 Cannot understand why anyone likes that name"  
[X Link](https://x.com/amitisinvesting/status/2015829157809107449)  2026-01-26T16:48Z 321.5K followers, [----] engagements


"the entire world is watching Silver and Gold and it's quite incredible to witness gold + silver = $41T worth of market cap what do we think global central banks keep diversifying away from the USD & continue to pump commodities or is this a giant rugpull waiting to happen"  
[X Link](https://x.com/amitisinvesting/status/2015843562319937780)  2026-01-26T17:45Z 323.1K followers, 226.8K engagements


"TRUMP: - SOUTH KOREA IS NOT LIVING UP TO THEIR SIDE OF OUR TRADE DEAL - UNTIL THEY DO I AM INCREASING TARIFFS ON AUTOS PHARMA & LUMBER FROM 15% TO 25% here we go again"  
[X Link](https://x.com/amitisinvesting/status/2015908271874293863)  2026-01-26T22:02Z 322.1K followers, 336.3K engagements


"@stevenfiorillo why are you using so many periods"  
[X Link](https://x.com/amitisinvesting/status/2015910801257738739)  2026-01-26T22:12Z 321.5K followers, 34.9K engagements


"@stevenfiorillo"  
[X Link](https://x.com/amitisinvesting/status/2015920495615483925)  2026-01-26T22:51Z 321.5K followers, [----] engagements


"@WatcherGuru bro definitely knew 💀"  
[X Link](https://x.com/amitisinvesting/status/2015923869924594164)  2026-01-26T23:04Z 321.4K followers, 66.4K engagements


"BIG TECH EARNINGS OFFICIALLY START TOMORROW. $META $MSFT and $TSLA kick us off. The S&P is up +1.37% YTD but is being massively outperformed by international stocks and small caps. High beta names have had an incredible year already. Tomorrow I think we need the large caps to remind the world why they are worth trillions of dollars. Maybe we start to see a rotation back into them which likely puts us at $SPX $7000. $META Zucks needs to tell us what hes doing with the capex besides making ads better any guidance of $100B capex MUST have support over explaining ROI especially if Zucks is"  
[X Link](https://x.com/amitisinvesting/status/2016207621741588965)  2026-01-27T17:52Z 321.7K followers, 154.9K engagements


"someones happy"  
[X Link](https://x.com/amitisinvesting/status/2016522476373594161)  2026-01-28T14:43Z 321.6K followers, 103.7K engagements


"@StephGuildNYC so many butterflies but I guess thats the fun of being part of markets 😭"  
[X Link](https://x.com/amitisinvesting/status/2016529243149152295)  2026-01-28T15:10Z 321.4K followers, 17.5K engagements


"BREAKING: The Federal Reserve leaves interest rates unchanged. There were two dissents governors Waller and Miran that wanted a 25bps cut. The Fed sees unemployment stabilizing and inflation remaining somewhat elevated"  
[X Link](https://x.com/amitisinvesting/status/2016587617526042874)  2026-01-28T19:02Z 322.1K followers, 92.4K engagements


"$META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS"  
[X Link](https://x.com/amitisinvesting/status/2016619058074898729)  2026-01-28T21:07Z 322.1K followers, 339.4K engagements


"$MSFT MICROSOFT Q4 [----] EARNINGS: $81.3B Revenue +17% YoY $38.5B net income +60% YoY $4.14 of EPS +24% YoY Azure & Intelligent Cloud revenues crosses $50B Satya Nadella: We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises. We are pushing the frontier across our entire AI stack to drive new value for our customers and partners. https://twitter.com/i/web/status/2016628677283631188 https://twitter.com/i/web/status/2016628677283631188"  
[X Link](https://x.com/amitisinvesting/status/2016628677283631188)  2026-01-28T21:45Z 322.5K followers, 140.7K engagements


"$TSLA TESLA Q4 [----] EARNINGS: - $24.90B Revenue 3% YoY - $0.50 Adj. EPS 17% YoY - [------] Vehicle Deliveries 16% YoY - Record [----] GWh Energy Storage Deployments - Gross Margin at 20.1% - Free Cash Flow $1.42B - Invested $2B in Elons xAI"  
[X Link](https://x.com/amitisinvesting/status/2016629021010760115)  2026-01-28T21:46Z 321.6K followers, 115.6K engagements


"$TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUCTION AND CONVERT THOSE FACTORIES FOR OPTIMUS PRODUCTION woah"  
[X Link](https://x.com/amitisinvesting/status/2016641794042191923)  2026-01-28T22:37Z 322.1K followers, 803.8K engagements


"@top_sach yeah.the [--] and the Y is what matters anyway so i think this makes sense"  
[X Link](https://x.com/amitisinvesting/status/2016642535049826329)  2026-01-28T22:40Z 321.6K followers, 33.2K engagements


"$MSFT worst day in [--] years $400B+ market cap wiped out taking the ENTIRE SaaS sector down with it why do we think the market hates it today 12% down you wouldve thought they completely missed earningsbut they grew net income by 60% pretty incredible to see"  
[X Link](https://x.com/amitisinvesting/status/2016914045975060699)  2026-01-29T16:39Z 323.2K followers, 316.5K engagements


"$SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone continuing to buy the momentum in memory obviously cyclical but if the cycle continues its just really really hard to buy into the strength even though the forward multiples are not necessarily expensive at all one thing is true all this demand for memory should be very very bullish for $NVDA and the street giving premiums to the memory names but not Nvidia feels like"  
[X Link](https://x.com/amitisinvesting/status/2016997768858898480)  2026-01-29T22:11Z 323.2K followers, 147.4K engagements


"BREAKING: President Trump says he will announce his candidate for the new Fed Chair tomorrow morning. He says he has narrowed the picks to Kevin Warsh and Rick Reider and is "leaning towards" Warsh. He is ruling out Kevin Hasset and meets with both Reider and Warsh today"  
[X Link](https://x.com/amitisinvesting/status/2017032756987834757)  2026-01-30T00:30Z 322.1K followers, 150.2K engagements


"BREAKING: President Trump has formally nominated Kevin Warsh to serve as the next Chair of the Federal Reserve"  
[X Link](https://x.com/amitisinvesting/status/2017206865524854916)  2026-01-30T12:02Z 323.1K followers, 108K engagements


"@IamYaserKhan FY GUIDE: $0.60 GAAP EPS vs $0.59 est (beat) $4.66B Revenue vs $4.54B est (beat) $825M GAAP Net Income $1.6B Adj. EBITDA 34% Adj. EBITDA Margin 30% YoY New Member Growth"  
[X Link](https://x.com/amitisinvesting/status/2017212132027211796)  2026-01-30T12:23Z 321.4K followers, 23.9K engagements


"@DataDInvesting Congrats on a great quarter"  
[X Link](https://x.com/amitisinvesting/status/2017228706918310261)  2026-01-30T13:29Z 321.4K followers, 11.1K engagements


"@LT_portfolio thank you for taking the time meant the world"  
[X Link](https://x.com/amitisinvesting/status/2018123913784418423)  2026-02-02T00:46Z 320.4K followers, 11.9K engagements


"@OptionsBrit Thank you all for coming across the pond Meant so much"  
[X Link](https://x.com/amitisinvesting/status/2018136737654898954)  2026-02-02T01:37Z 321.4K followers, 13.4K engagements


"Busy weekend with the NYC meetup (thank you to all [---] people who came) but have been keeping up with weekend events and obviously it has been ugly. Quick thoughts: - Most of this selling feels like an over-reaction to Warsh being the new Fed Chair and his hawkish stance around QE. Look ultimately Trump picked the guy and Trump wants a strong market. I think Warsh understands that and his previous clips of championing AI as a deflationary force may allow him to advocate for significantly lower rates. Bullish. - I think crypto is down for [--] reasons: Gold/Silver gaining momentum + leverage"  
[X Link](https://x.com/amitisinvesting/status/2018329531279392870)  2026-02-02T14:23Z 323.6K followers, 93.8K engagements


"@Hngloose2 Lost my voice last night but will be back for the close"  
[X Link](https://x.com/amitisinvesting/status/2018329971832377698)  2026-02-02T14:25Z 321.4K followers, [----] engagements


"@ScrooogeUncle when you spend [--] minutes typing out every single word on this post and someone says its slop :( any long form content now turns into slop lmaooo but I cant even blame people for thinking that will be live for the close"  
[X Link](https://x.com/amitisinvesting/status/2018330275726467460)  2026-02-02T14:26Z 321.4K followers, [----] engagements


"@AlphaInvestor25 Will be back for the close Just lost my voice last night so going to rest it for a bit"  
[X Link](https://x.com/amitisinvesting/status/2018330438234702051)  2026-02-02T14:27Z 321.4K followers, [----] engagements


"@Ryan10_4crane 😭😭😭😭 lost my voice from last night but will be live for the close"  
[X Link](https://x.com/amitisinvesting/status/2018339530751795599)  2026-02-02T15:03Z 321.5K followers, [----] engagements


"@bhaskarreddyrv following crypto downside"  
[X Link](https://x.com/amitisinvesting/status/2018350071310373192)  2026-02-02T15:45Z 321.4K followers, [----] engagements


"@Davis_C15 @EndicottInvests we all need to cuddle to deal with the pain"  
[X Link](https://x.com/amitisinvesting/status/2018358636456653129)  2026-02-02T16:19Z 321.5K followers, 16.8K engagements


"@Jruss23x @RealMattMoney @EndicottInvests @Davis_C15 Thank you for coming through Meant so much"  
[X Link](https://x.com/amitisinvesting/status/2018367710971744622)  2026-02-02T16:55Z 321.4K followers, [----] engagements


"@DrDavidChang007 absolutely incredible numbers magical"  
[X Link](https://x.com/amitisinvesting/status/2018470079537836442)  2026-02-02T23:42Z 320.7K followers, [----] engagements


"@PLTRs_Palantir Just beginning"  
[X Link](https://x.com/amitisinvesting/status/2018476883126682087)  2026-02-03T00:09Z 320.8K followers, [----] engagements


"@eliano Congrats to you and the team. We are all so grateful for what you guys do. We all struggle with something but Pili being TFB isnt one of them. LFG"  
[X Link](https://x.com/amitisinvesting/status/2018477165806047701)  2026-02-03T00:10Z 321.1K followers, [----] engagements


"@BrettKrieger12 ❤"  
[X Link](https://x.com/amitisinvesting/status/2018477979698188563)  2026-02-03T00:13Z 321.6K followers, 10.8K engagements


"@sheslee so proud of our Pili 😭😭😭😭"  
[X Link](https://x.com/amitisinvesting/status/2018517032845893906)  2026-02-03T02:48Z 321.4K followers, [----] engagements


"@Davis_C15 bro took the mic and just started spitting"  
[X Link](https://x.com/amitisinvesting/status/2018528859889824005)  2026-02-03T03:35Z 321.5K followers, [----] engagements


"@Viral_Dinesh14 Bought it after the print"  
[X Link](https://x.com/amitisinvesting/status/2018537894676476279)  2026-02-03T04:11Z 321.4K followers, 11.6K engagements


"@_Preston_Block_ Will have a post on that tomorrow the drop feels very unreasonable here"  
[X Link](https://x.com/amitisinvesting/status/2018538133919326285)  2026-02-03T04:12Z 321.4K followers, 12.2K engagements


"@sachinvats I REMEMBER THIS Congrats Sachin what a journey and thank you for playing a big role in helping all of us understand this company when it was not easy to understand"  
[X Link](https://x.com/amitisinvesting/status/2018538420788768868)  2026-02-03T04:13Z 321.5K followers, [----] engagements


"@notoriousfiq11 let me know if you need any help happy you are getting into the markets"  
[X Link](https://x.com/amitisinvesting/status/2018544136538779938)  2026-02-03T04:36Z 321.4K followers, [----] engagements


"@Kross_Roads Such a great ride with you Roy congrats to you as well"  
[X Link](https://x.com/amitisinvesting/status/2018544448557424959)  2026-02-03T04:37Z 320.9K followers, [----] engagements


"@anandragn so poetic"  
[X Link](https://x.com/amitisinvesting/status/2018550133470773382)  2026-02-03T05:00Z 321.5K followers, 13.8K engagements


"@RangarajSrikan1 Well I have been forced into teams every time I have a meeting with a company 😂"  
[X Link](https://x.com/amitisinvesting/status/2018766835764642209)  2026-02-03T19:21Z 320.7K followers, [----] engagements


"@bunnytrehan123 maybe this got the market upset but I dont think this is the reason"  
[X Link](https://x.com/amitisinvesting/status/2018767033530294574)  2026-02-03T19:22Z 321K followers, 28.1K engagements


"@ShardoolShukla3 taxes create a sell off but not with this velocity also tends to happen closer to end of march"  
[X Link](https://x.com/amitisinvesting/status/2018767122227167276)  2026-02-03T19:22Z 321.4K followers, 24.3K engagements


"@FunOfInvesting Appreciate you coming through meant a ton"  
[X Link](https://x.com/amitisinvesting/status/2018773334947692991)  2026-02-03T19:47Z 321.3K followers, [----] engagements


"@ruth_capital 1000% agreed havent even seen 5% down on the S&P yet so to call a bottom may be very premature"  
[X Link](https://x.com/amitisinvesting/status/2018775091278975453)  2026-02-03T19:54Z 321.4K followers, 23.1K engagements


"it was actually scary selling them because of how much belief I had in $HOOD but at some point the position became too big not to first time a hedge has really worked for me @PaperGainsInc helped explain it really well helps to have a community now we just need hoodie to bounce 😭 https://twitter.com/i/web/status/2018783025341886891 https://twitter.com/i/web/status/2018783025341886891"  
[X Link](https://x.com/amitisinvesting/status/2018783025341886891)  2026-02-03T20:25Z 321.4K followers, [----] engagements


"@IncomeSharks liberation day + the V shape completely messed up the cycle midterm is always the worst in the cycle but because of last year its now high beta running s&p flat and crypto getting liquidated while gold and silver move like memestocks what a start to the year"  
[X Link](https://x.com/amitisinvesting/status/2018824923230462432)  2026-02-03T23:12Z 321.4K followers, 14.5K engagements


"@OctavianSiiu this reason is a bit old but seems like the market thinks AI eating SaaS is only going to get worse that's bad for SaaS not sure if its horrible for the broader market if anything its good for semis and hyperscalers which also got hit"  
[X Link](https://x.com/amitisinvesting/status/2018825831540507128)  2026-02-03T23:16Z 321.4K followers, [----] engagements


"@samsolid57 Happy you came and got to experience it with this entire community ❤❤❤"  
[X Link](https://x.com/amitisinvesting/status/2018827444401377750)  2026-02-03T23:22Z 321.4K followers, [----] engagements


"@RangarajSrikan1"  
[X Link](https://x.com/amitisinvesting/status/2018829869740937595)  2026-02-03T23:32Z 321.5K followers, [----] engagements


"@MSTR_BTC @samsolid57 Will post the LA link soon no invite needed just have to get a ticket should post on Friday"  
[X Link](https://x.com/amitisinvesting/status/2018836833225048262)  2026-02-03T23:59Z 320.9K followers, [---] engagements


"@SixSigmaCapital fair points market could just be relaxing on COIN given the higher drawdown"  
[X Link](https://x.com/amitisinvesting/status/2018879906172768684)  2026-02-04T02:50Z 321.4K followers, [----] engagements


"@JuanRodrig07 @samlefrenchie remind me to never listen to people actually spend their time trying to fight you over this Juan goodness"  
[X Link](https://x.com/amitisinvesting/status/2018880336726557072)  2026-02-04T02:52Z 320.9K followers, [---] engagements


"my friend telling me about how he bought the dip me: youyou have money to buy the dip"  
[X Link](https://x.com/amitisinvesting/status/2018885488443118004)  2026-02-04T03:13Z 323.6K followers, 98.1K engagements


"@a_bansal879 Thank you for being there brother meant so much to have you there since you were also at the first one we ever did so happy you brought the Mrs and she got to experience it all Thank you both for coming ❤❤❤❤"  
[X Link](https://x.com/amitisinvesting/status/2019054321850065334)  2026-02-04T14:23Z 321.4K followers, 10.2K engagements


"@BrettKrieger12 we are SO back"  
[X Link](https://x.com/amitisinvesting/status/2019113180278997323)  2026-02-04T18:17Z 321.5K followers, [----] engagements


"@joshhart my same reaction to the market bro"  
[X Link](https://x.com/amitisinvesting/status/2019137727456010712)  2026-02-04T19:55Z 321.7K followers, 44.1K engagements


"@zerohedge oh my"  
[X Link](https://x.com/amitisinvesting/status/2019249435663069381)  2026-02-05T03:19Z 322.5K followers, 41.4K engagements


"@DeepValueBagger pretty ridiculous they ran on the BSR and havent done it yet this would be the price to start lol"  
[X Link](https://x.com/amitisinvesting/status/2019480579419328733)  2026-02-05T18:37Z 321.6K followers, 17.8K engagements


"@optionscjp really hoping I can go with oh boy shes greeny green 😭😭😭😭😭 hard day to report"  
[X Link](https://x.com/amitisinvesting/status/2019507311660925067)  2026-02-05T20:23Z 321.7K followers, 23.8K engagements


"@BaileyRChilders yes"  
[X Link](https://x.com/amitisinvesting/status/2019593675010146473)  2026-02-06T02:07Z 321.8K followers, 10.2K engagements


"@wallstengine aka negative FCF"  
[X Link](https://x.com/amitisinvesting/status/2019598158268100765)  2026-02-06T02:24Z 322.1K followers, 39K engagements


"@mexinvesting Excited to see you"  
[X Link](https://x.com/amitisinvesting/status/2019808393733840978)  2026-02-06T16:20Z 321.9K followers, [----] engagements


"@AdityaInvests90 yes"  
[X Link](https://x.com/amitisinvesting/status/2019980239783522317)  2026-02-07T03:43Z 322.9K followers, [----] engagements


"@FetzInvests @stevenfiorillo @YouTube thank you for taking the time to watch"  
[X Link](https://x.com/amitisinvesting/status/2020166848990573038)  2026-02-07T16:04Z 322.3K followers, [----] engagements


"@sachinvats man.equity markets are not easy to survive in when it feels like the bottom is falling out"  
[X Link](https://x.com/amitisinvesting/status/2020172399992324284)  2026-02-07T16:26Z 323K followers, 25.4K engagements


"@tipsyincavalli one of his best quotes"  
[X Link](https://x.com/amitisinvesting/status/2020172574219473215)  2026-02-07T16:27Z 322.4K followers, [----] engagements


"@DumbMoneyCapitl @stevenfiorillo @Downtown @basispointpod Love the compound was so honored to have him on as the first guest"  
[X Link](https://x.com/amitisinvesting/status/2020298842739224970)  2026-02-08T00:49Z 322.5K followers, [---] engagements


"@thisguy714 He really brought the milk 🤣 looking forward to seeing you in LA"  
[X Link](https://x.com/amitisinvesting/status/2020319456342225124)  2026-02-08T02:11Z 322.5K followers, [---] engagements


"@SPYCALLS25 @Downtown glad you enjoyed"  
[X Link](https://x.com/amitisinvesting/status/2020351117151072494)  2026-02-08T04:16Z 322.5K followers, [---] engagements


"@WillAdamsDPT @stevenfiorillo Really glad you enjoyed it One of our biggest things with this pod is to make sure we let guests speakso important to just let them tell the story"  
[X Link](https://x.com/amitisinvesting/status/2020530056020259323)  2026-02-08T16:07Z 323.1K followers, [----] engagements


"@PGAFrankM Superbowl tonight 😭"  
[X Link](https://x.com/amitisinvesting/status/2020663704920998033)  2026-02-09T00:59Z 323.1K followers, [----] engagements


"@mreiffy Feels possible but I think they will crush in such a way that it makes the street really think twice before selling her off"  
[X Link](https://x.com/amitisinvesting/status/2020663849444127143)  2026-02-09T00:59Z 323.1K followers, [----] engagements


"@eliano literally the best hoodie I have ever worn HEAVY AND ONTOLOGICAL 😍"  
[X Link](https://x.com/amitisinvesting/status/2022046268449861650)  2026-02-12T20:32Z 324.5K followers, 17.7K engagements


"the worst part of this sell off is everyone is just trying to understand why its happening lol"  
[X Link](https://x.com/amitisinvesting/status/2018761952248619176)  2026-02-03T19:02Z 324.5K followers, 563.9K engagements


"S&P [---] TOP [--] COMPANIES YEAR TO DATE: As you can see the big tech names are nowhere to be found. Three out of the top ten are memory companies. The good part about this is twofold: [--]. The breadth that is being shown across the market -- S&P basically at ATH with none of the most important names being in the top [--] list. [--]. There is so much room to grow for tech companies that are nowhere to be found on the list their multiples are relatively sane and if they continue to execute in the way that they have they should be out-performers from here which would only continue to help the S&P more"  
[X Link](https://x.com/amitisinvesting/status/2020940533971984713)  2026-02-09T19:19Z 324.5K followers, 101.2K engagements


"$HOOD Robinhood earnings after the bell 🥶 Few thoughts: [--]. The company has wrongly been attached to $BTC volatility as there is much more to the fundamentals than crypto but I understand that the algos have positioned both together. Ultimately earnings aside Bitcoin will have to stabilize and not retest the $60K lows for algos to keep $HOOD stable. [--]. I think they will have a strong earnings. Monthly data weve seen already suggests this some lightness on crypto but overall deposits/gold subs/options volume/etc should be very strong. Street is expecting 35% growth. The January data may"  
[X Link](https://x.com/amitisinvesting/status/2021298090863395237)  2026-02-10T18:59Z 324.5K followers, 169.5K engagements


"$HOOD ROBINHOOD Q4 [----] EARNINGS: - Revenue $1.28B +27% YoY - Net Income $605M - Total AUC $324B +68% YoY - Net Deposits $68.1B +35% YoY - Robinhood Gold 4.2M +58% YoY Vlad Tenev CEO: Our vision hasnt changed: we are building the Financial SuperApp.""  
[X Link](https://x.com/amitisinvesting/status/2021348292706332815)  2026-02-10T22:19Z 324.5K followers, 147.1K engagements


"the $SHOP reversal was one of the nastiest earnings moves weve seen today $145 in the premarket down to $110 during the open the street not letting $SHOP run after an incredible quarter just shows how hard they are being on growth names even after good numbers but maybe because Shopify is a SaaS is anyone interested in this dip have never had a position but have always been interested https://twitter.com/i/web/status/2021671097045831920 https://twitter.com/i/web/status/2021671097045831920"  
[X Link](https://x.com/amitisinvesting/status/2021671097045831920)  2026-02-11T19:42Z 324.5K followers, 157.7K engagements


"@samsolid57 it is CRAZY for the S&P to be down 1% and $GRAB to be green"  
[X Link](https://x.com/amitisinvesting/status/2022022353736348158)  2026-02-12T18:57Z 324.5K followers, 19.3K engagements


"Dan Ives as guest #2 for Basis Points @stevenfiorillo @basispointpod @DivesTech"  
[X Link](https://x.com/amitisinvesting/status/2022115574617452621)  2026-02-13T01:08Z 324.5K followers, 49.1K engagements


"US CPI FOR JANUARY COMES IN AT 2.4% YOY VS EXPECTATIONS OF 2.5% CORE CPI COMES IN AT 2.5% VS EXPECTATIONS OF 2.5% really needed this one to come in calmly given yesterdays price action and this isnt a horrible print"  
[X Link](https://x.com/amitisinvesting/status/2022302756959056254)  2026-02-13T13:32Z 324.5K followers, 96K engagements


"@TheRoaringKitty [----] keeps getting more interesting $GME"  
[X Link](https://x.com/amitisinvesting/status/1882233679046672583)  2025-01-23T01:07Z 324K followers, 86.2K engagements


"WHY DONALD TRUMP WANTS THE MARKET TO CRASH .in the short term This chart below sums up the reasoning behind what the current adminstration is doing and why it is having adverse effects on the market. Kris @KrisPatel99 did a great job today explaining this more in depth on the market open & I think the thesis checks out: [--]. We have $7T of debt we need to pay in the next [--] monthsif we dont pay it well have to refinance. [--]. The Trump admin does NOT want to refinance at a 4%+ ratethe 10yr at one point this year was 4.8%. [--]. How do you get the 10yr to come down Markets need to show weakness in"  
[X Link](https://x.com/amitisinvesting/status/1896972241415344477)  2025-03-04T17:13Z 324.3K followers, 10.1M engagements


"$HOOD ROBINHOOD INTRODUCES COLLEGE BASKETBALL TOURNAMENT CONTRACTS"  
[X Link](https://x.com/amitisinvesting/status/1901624112696496340)  2025-03-17T13:18Z 324.3K followers, 408.6K engagements


"So Mark Rober a famous tech YouTuber made a video about Teslas self driving. It got 10M views. It was negative on Tesla. The video was sponsored by Luminar Technologies a LIDAR company and their stock is up 20% gaining around $35M in market cap. If they paid him $2M to do the video they just got a 17x ROI off that marketing spend. How is this not an obvious conflict of interest Why do these famous YouTubers constantly sell out their audience for money Does anyone not value their brand anymore Absolutely ridiculous if $TSLA is down 5% today because of this video"  
[X Link](https://x.com/amitisinvesting/status/1901665455384776869)  2025-03-17T16:02Z 324.3K followers, 1.3M engagements


"MICHAEL BURRY SELLS EVERYTHING IN Q1 & GOES LONG $EL ESTEE LAUDER WITH 200K SHARES betting on makeup"  
[X Link](https://x.com/amitisinvesting/status/1923137171340337304)  2025-05-15T22:03Z 324.3K followers, 361K engagements


"IF YOU ARE WONDERING WHY STOCKS JUST ALL WENT DOWN AT ONCE WE JUST HAD A HORRIBLE BOND AUCTION IN THE UNITED STATES FOR OUR 20-YEAR TREASURIES Because of the lack of biddersit caused the 20-year bond yield to surge to 5.1%. Credit market is screaming for help right now"  
[X Link](https://x.com/amitisinvesting/status/1925241383973011968)  2025-05-21T17:24Z 324.4K followers, 5.5M engagements


"$HOOD Alright weve got to discuss whats going on right now When we found out that Brad Gerstner bought $120M of Robinhood last quarter what I failed to realize is that Brad is THE person who is pushing InvestAmerica. InvestAmerica is a piece of legislation that allows the US government to fund 3.5M newborns with $1000 at birth and let it compound in the S&P [---]. Guardians can add money to the account every year. Today Vlad was at the White House withBrad Gerstner. It seems utterly obvious that Robinhood could be one of the MAIN brokerages that is used to custody this $1000 given by the"  
[X Link](https://x.com/amitisinvesting/status/1932201032865689814)  2025-06-09T22:19Z 324.3K followers, 494.6K engagements


"$HOOD ROBINHOOD LAUNCHES THE FIRST EVER PRIVATE STOCK TOKENS FOR CUSTOMERS TO ACCESS IN THE EU The first two private companies SpaceX and OpenAI. Oh. My. Hoodness"  
[X Link](https://x.com/amitisinvesting/status/1939716899656679693)  2025-06-30T16:05Z 324.4K followers, 2.1M engagements


"for the culture $100"  
[X Link](https://x.com/amitisinvesting/status/1940447610936119359)  2025-07-02T16:28Z 324.3K followers, 419.7K engagements


"BITCOIN ALL TIME HIGHS $BTC"  
[X Link](https://x.com/amitisinvesting/status/1943351665614094745)  2025-07-10T16:48Z 324.3K followers, 71K engagements


"oh my bullish $PLTR $154 $HOOD $106 $NVDA [---] $SOFI $22 $RKLB $53 one of those days where you are happy to be invested in one of the most incredible markets weve seen nervous excited selling buying more how are you managing it"  
[X Link](https://x.com/amitisinvesting/status/1945892472728510895)  2025-07-17T17:04Z 324.4K followers, 365.1K engagements


"@unusual_whales hot take the american dream is no longer owning a home with a 30yr fixed rate the american dream is owning a sizeable position in $NVDA Nvidia being a metaphor for the stock market particularly AI that is what is growing over the next decade not housing"  
[X Link](https://x.com/amitisinvesting/status/1956809296307781955)  2025-08-16T20:04Z 324.3K followers, 637.3K engagements


"BREAKING: Chamath Palihapitiya is launching a new SPAC. The company will be worth $250M & offer 25M shares at $10 per share. It is called American Exceptionalism Acquisition Corp. Chamaths previous SPACs including Opendoor Virgin Galactic and Clover Health are each down over 50% all time"  
[X Link](https://x.com/amitisinvesting/status/1957562082129318388)  2025-08-18T21:55Z 323.9K followers, 732.8K engagements


"day [--] of high beta selloff continues still seeing a rotation out of growth into defensives utilities and real estate my thoughts are the same as yesterday I just think this isnt as scary given we were getting stretched higher and valuations needed to breathe it is very important to protect your mental there are people who are miserable and only get value out of bringing people down with them if you bought $HOOD at $50 and its down from $118 to $99 the people screaming will make you think you are the biggest idiot in the world for not selling at $118 in [--] years if $HOOD is $250 you trying to"  
[X Link](https://x.com/amitisinvesting/status/1958189972441207032)  2025-08-20T15:30Z 324.3K followers, 515.6K engagements


"Bitmine $BMNR bought 13M shares of $OCTO at $1.46. They are up 2500% on that investment as per todays move. If the stock stays at these levels which is trading at about 30x NAV then that $20M would be worth $550M on paper. Seems like Tom Lee is looking to invest in companies building on $ETH to support them thereby supporting the entire Ethereum network increasing the value of Ethereum (which Bitmine wants to own 5% of) and as resultbecoming a full-fledged Ethereum ecosystem play. BREAKING: Tom Lee's Bitmine $BMNR is making their first "moonshot investment" into $OCTO a company that will"  
[X Link](https://x.com/amitisinvesting/status/1965078915099078794)  2025-09-08T15:44Z 324.4K followers, 906.8K engagements


"$HOOD BREAKING: Robinhood announces that they have filed with the SEC to launch Robinhood Ventures Fund I (RVI) a concentrated portfolio of innovative private companies leading their industries. Well folks looks like Robinhood is going to IPO a fund that allows retail to invest in the best private companies. For decades wealthy people and institutions have invested in private companies while retail investors have been unfairly locked out. With Robinhood Ventures everyday people will be able to invest in opportunities once reserved for the elite said Robinhood Chairman and CEO Vlad Tenev."  
[X Link](https://x.com/amitisinvesting/status/1967568753970827488)  2025-09-15T12:38Z 324K followers, 622.2K engagements


"CHAMATH ANNOUNCES HIS SPAC RETURN WITH $AEXA: Some details he announced today: - A SPAC has been successfully priced without warrants with the sponsors compensation entirely tied to stock price appreciation. - AEXA was more than 5x oversubscribed with $1.4B in demand resulting in an upsizing to $345M. - The gap between private and public markets has widened with over [---] U.S. private companies valued above $1B compared to [---] in [----] complicating liquidity for employees paper wealth and reinvestment for early investors. So seems like there is pretty strong demand for the SPAC Chamath thinks"  
[X Link](https://x.com/amitisinvesting/status/1972788502900437384)  2025-09-29T22:20Z 324.3K followers, 165.1K engagements


"Starting a new show today called Equity Edge with fintwit 🐐 @stocktalkweekly dedicated to sharing alpha on newer/underdiscovered names. Todays tickers: $AMKR $PLAB Will be 12:30-1PM EST every Wednesday 🙌 https://x.com/i/spaces/1YpJkkjdnMjJj https://x.com/i/spaces/1YpJkkjdnMjJj"  
[X Link](https://x.com/amitisinvesting/status/1975947736945229990)  2025-10-08T15:33Z 324K followers, 74.6K engagements


"$NVDA BREAKING: The United States has approved several billion dollars worth of Nvidias chip exports to the United Arab Emirates as per Bloomberg. Nvidia is hitting all time highs overnight"  
[X Link](https://x.com/amitisinvesting/status/1976134097316507947)  2025-10-09T03:54Z 324K followers, 382.4K engagements


"alright so are we buying the dip 😂"  
[X Link](https://x.com/amitisinvesting/status/1976680720908320983)  2025-10-10T16:06Z 324.3K followers, 399.4K engagements


"TRUMP: - DONT WORRY ABOUT CHINA IT WILL ALL BE FINE - PRESIDENT XI JUST HAD A BAD MOMENT - THE USA WANTS TO HELP CHINA NOT HURT IT omg the most hated V shape [---] coming up 😂"  
[X Link](https://x.com/amitisinvesting/status/1977417238480359452)  2025-10-12T16:53Z 324.2K followers, 718.9K engagements


"$BMNR TOM LEE BOUGHT ANOTHER +200K $ETH LAST WEEK. Bitmine now has [-------] Ethereum on their balance sheet. Tom Lee: "The crypto liquidation over the past few days created a price decline in ETH which BitMine took advantage of. We acquired [------] ETH tokens over the past few days pushing our ETH holdings to over [--] million or 2.5% of the supply of ETH. We are now more than halfway towards our initial pursuit of the 'alchemy of 5%' of ETH.""  
[X Link](https://x.com/amitisinvesting/status/1977716444914761868)  2025-10-13T12:41Z 324.4K followers, 241K engagements


"https://x.com/i/spaces/1dRKZaVQbXbxB https://x.com/i/spaces/1dRKZaVQbXbxB"  
[X Link](https://x.com/amitisinvesting/status/1978498401089024516)  2025-10-15T16:29Z 323.9K followers, 64.2K engagements


"TRUMP: - WE ARE IN A TRADE WAR WITH CHINA - INDIA ASSURED ME THEY WOULD STOP BUYING RUSSIAN OIL - [--] OR [--] WARS HAVE BEEN SOLVED BECAUSE OF MY USE OF TARIFFS he's bringing back the tariff conversation again publicly likely trying to gain more leverage before the meeting with China"  
[X Link](https://x.com/amitisinvesting/status/1978562130279334195)  2025-10-15T20:42Z 323.8K followers, 249K engagements


"BREAKING: Chamath Palihapitiya Donald Trump Jr and Laura Ingraham are launching a new SPAC. Chamath is the founder of Social Capital Don Jr. is the President's son & Laura Ingraham hosts "The Ingraham Angle on Fox News. It will be incorporated in the Cayman Islands"  
[X Link](https://x.com/amitisinvesting/status/1980010188670218473)  2025-10-19T20:36Z 324.4K followers, 428.1K engagements


"$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them.""  
[X Link](https://x.com/amitisinvesting/status/1983246941606773130)  2025-10-28T18:58Z 324K followers, 556.7K engagements


"$PLTR ❤ [---] hundred reasons to remember how special the journey has been"  
[X Link](https://x.com/amitisinvesting/status/1984267437702066668)  2025-10-31T14:33Z 324.1K followers, 81.6K engagements


"Todays Equity Edge episode will be on $VIAV a leader in network test monitoring and assurance solutions. Compelling valuation along with themes in telecommunications and data centers. Live with @stocktalkweekly at 12:30 PM EST https://x.com/i/spaces/1vAxRQdEkZqJl https://x.com/i/spaces/1vAxRQdEkZqJl"  
[X Link](https://x.com/amitisinvesting/status/1986113805529534800)  2025-11-05T16:50Z 324.4K followers, 42.5K engagements


"https://x.com/i/spaces/1vAxRQdEkZqJl https://x.com/i/spaces/1vAxRQdEkZqJl"  
[X Link](https://x.com/amitisinvesting/status/1986123939362574471)  2025-11-05T17:30Z 324.3K followers, 64.1K engagements


"$HOOD ROBINHOOD Q3 [----] EARNINGS: $1.27B Revenue +100% YoY $556M Net Income +271% YoY $0.61 EPS +259% YoY $742M Adjusted EBITDA +177% YoY 3.9M Gold Subscribers +77% YoY 26.8M Funded Customers +10% YoY $333B Platform Assets +119% YoY Vlad is on a mission"  
[X Link](https://x.com/amitisinvesting/status/1986186896977109501)  2025-11-05T21:40Z 324.4K followers, 220K engagements


"BREAKING: Amazon $AMZN is investing up to $50B to expand AI and supercomputing infrastructure for US government agencies. - Amazon Web Services (AWS) will build and deploy the first-ever AI and high-performance computing (HPC) purpose-built infrastructure for the U.S. government. - New investment will add nearly [---] gigawatts of compute capacity across AWS Top Secret AWS Secret and AWS GovCloud (US) Regions across all classification levels. - Expands access to AWS's trusted infrastructure and comprehensive AI services to help government agencies advance Americas AI leadership. $50B just for"  
[X Link](https://x.com/amitisinvesting/status/1992991961540661704)  2025-11-24T16:21Z 324.3K followers, 257.9K engagements


"The more you look at the data the more it truly seems like we are living in a bifurcated economy. Lower-end consumers are struggling and an estimated 67% say they are living paycheck-to-paycheck in the United States. The top 10% are responsible for 50% of all the spending and have benefited deeply from rising stock prices. What's the solution To me it is a continual focus to invite more people into the ownership economy as that seems like the only non-political way to not be stuck within the bifurcated part of the economy that is deeply struggling. Latest piece on Substack below as always no"  
[X Link](https://x.com/amitisinvesting/status/1993481868600033392)  2025-11-26T00:48Z 324.1K followers, 126.1K engagements


"Cathie Wood $ARKK today: Buys: $ACHR [------] shares $OKLO [------] shares Sells: $TSLA [-----] shares $PLTR [-----] shares $RKLB [------] shares $SHOP [-----] shares"  
[X Link](https://x.com/amitisinvesting/status/2003274998245654818)  2025-12-23T01:22Z 324.4K followers, 250.8K engagements


"i am not a guy who tends to shop often but Ive had the same winter boots since [----] so i went to some outlet stores that are popular here in Jersey for the discounts today to get some new boots PACKED like I cant find parking type of packed no recession here 😂"  
[X Link](https://x.com/amitisinvesting/status/2004630545469448210)  2025-12-26T19:09Z 324.3K followers, 103.8K engagements


"TODAY IS WARREN BUFFETTS FINAL DAY AS CEO OF BERKSHIRE HATHAWAY. The simple reason for why hes the GOAT: Compounded Annual Gain from 19642024: - Berkshire Hathaway: 19.9% per year - S&P 500: 10.4% per year Overall Gain from 19642024: - Berkshire Hathaway: 5500000% return - S&P 500: 39000% return Over roughly six decades Berkshire compounded at nearly double the annual rate of the S&P [---]. Many managers got better yearly returns but no one has been able to beat the S&P by 100% for over six decades. The discipline that it takes to create that longevity is why hes the GOAT."  
[X Link](https://x.com/amitisinvesting/status/2006404716142416066)  2025-12-31T16:38Z 324.3K followers, 119.3K engagements


"Cant even blame retail for leaving what seems to be dead money in an environment like this I just cant chase something with a very high valuation but you look dumb holding on to something not moving vs something up 50% Ultimately comes down to what type of investor you are and at this point i am fine with holding some i understand and believe vs chasing"  
[X Link](https://x.com/amitisinvesting/status/2011847387208106267)  2026-01-15T17:06Z 324.3K followers, 10.6K engagements


"BREAKING: President Trump is lowering tariffs to 15% from Taiwan. In return Taiwan is pledging $250B in chip related investments. TSMC had one of their best earnings in history today increasing revenue guidance by $2B and gross margins by 5%. The onshoring trade to bring more chip manufacturing to the United States continues to be on and with the increased demand from TSM (stretching to 2029) it seems like the broader AI theme continues to be intact. $TSMC $AMKR $INTC $NVDA $AMD https://twitter.com/i/web/status/2011884387978420640 https://twitter.com/i/web/status/2011884387978420640"  
[X Link](https://x.com/amitisinvesting/status/2011884387978420640)  2026-01-15T19:33Z 324.4K followers, 102.7K engagements


"GERMANY MORNING PRICE ACTION FOR US EQUITIES: If this continues overnight markets may show these prices line up to the current quotes. Can take any requests & try to convert the prices for certain tickers in the comments but not all are fully liquid or quoted in Germany"  
[X Link](https://x.com/amitisinvesting/status/2013262080162333142)  2026-01-19T14:47Z 324.4K followers, 251.2K engagements


"alright 1% down on the S&P around 4-5% on individual growth names last time we saw a 5% pullback on the $SPX individual growth names fell 50% not sure if that happens this time or if we get a TACO sooner than not any key stocks/levels people are eyeing for entry"  
[X Link](https://x.com/amitisinvesting/status/2013449307387556024)  2026-01-20T03:11Z 323.8K followers, 312.7K engagements


"Gold going for $5000 and Silver going for $100 🤯 They both dipped yesterday after Trump took off the Greenland Tariffs because more stability is supposed to be bad for assets that hedge yet today they are right back on track. If treasuries are being dumped across the world feels like the beneficiaires are the commodities as central banks diversify from the USD One can argue that Gold and Silver are not as safe as a US 10-yr guaranteed yield but they continue to outperform and offer a better return to those that keep buying in. Have you sold Gold/Silver or are you adding to them"  
[X Link](https://x.com/amitisinvesting/status/2014384902238576934)  2026-01-22T17:09Z 324.4K followers, 76.9K engagements


"@lefttailguy i wonder which one has 50% operating margins and is actually keeping the most important governments safe lol"  
[X Link](https://x.com/amitisinvesting/status/2014511891247157299)  2026-01-23T01:33Z 324.3K followers, 42.4K engagements


"$GME MICHAEL BURRYS LATEST SUBSTACK IS A BULLISH ARGUMENT TO GO LONG GAMESTOP. Now it makes sense why Ryan Cohen CEO bought 1M shares last week. The largest voice of the AI bubble crowd has decided his next big bet is Gamestop. I own GME. I have been buying recently. I expect I am buying at what may soon be 1x tangible book value / 1x net asset value. And getting a young Ryan Cohen investing and deploying the companys capital and cash flows. Perhaps for the next [--] years. $GME +8% https://twitter.com/i/web/status/2015835930154930327 https://twitter.com/i/web/status/2015835930154930327"  
[X Link](https://x.com/amitisinvesting/status/2015835930154930327)  2026-01-26T17:15Z 324.1K followers, 112.6K engagements


"TRUMP IS OKAY WITH A WEAK DOLLAR. So part of the move in precious metals has likely been a rotation or diversification by central banks/funds out of the USD. The $DXY or dollar index hit its lowest level this year at $95.80. For context it was at $109 before Trump came into office. It's now down 11% over the past year. Why does this matter [--]. When the dollar weakens U.S. goods become cheaper for foreign buyers. That means more exports more demand more jobs which helps big exporters manufacturers and multinationals. This is EXACTLY what Trump wants to decrease the trade deficit. [--]. When the"  
[X Link](https://x.com/amitisinvesting/status/2016307907009155484)  2026-01-28T00:30Z 324.3K followers, 255.3K engagements


"POWELL: GOLD AND SILVER AREN'T RUNNING BECAUSE THE US IS LOSING CREDIBILITY lol.okay"  
[X Link](https://x.com/amitisinvesting/status/2016605559953260991)  2026-01-28T20:13Z 324K followers, 234.1K engagements


"$META META Q4 [----] EARNINGS: $59.9B Revenue +24% YoY $8.88 EPS +11% YoY $115-$135B of capex guidance Ad impressions +14% YoY Average price per Ad +10% YoY Mark Zuckerberg: "I'm looking forward to advancing personal superintelligence for people around the world in 2026.""  
[X Link](https://x.com/amitisinvesting/status/2016629047732670836)  2026-01-28T21:46Z 324K followers, 74.3K engagements


"$HOOD BLOOMBERG: US WEIGHS TAPPING ROBINHOOD FOR TRUMP ACCOUNTS FOR CHILDREN you don't say. Robinhood doesn't need to get all the accounts but if they get even 50% of them that's 1M+ new accounts per YEAR added to the platform that will be holding assets on the platform for 30+ years. very bullish $HOOD Alright weve got to discuss whats going on right now When we found out that Brad Gerstner bought $120M of Robinhood last quarter what I failed to realize is that Brad is THE person who is pushing InvestAmerica. InvestAmerica is a piece of legislation that allows https://t.co/9wyvgrDhKW $HOOD"  
[X Link](https://x.com/amitisinvesting/status/2016996496709972158)  2026-01-29T22:06Z 324.1K followers, 207.7K engagements


"$TSLA BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI bro Musk has also discussed using SpaceXs Starship rockets to carry Teslas Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceXs data centers in orbit if the company can make the engineering work. if this happensElon will be meeting the requirements for his $1T compensation 😂 https://twitter.com/i/web/status/2017001950563160517 https://twitter.com/i/web/status/2017001950563160517"  
[X Link](https://x.com/amitisinvesting/status/2017001950563160517)  2026-01-29T22:28Z 324.4K followers, 258.2K engagements


"crypto 🤢🤮"  
[X Link](https://x.com/amitisinvesting/status/2017656117677965661)  2026-01-31T17:47Z 324K followers, 151K engagements


"bought $MSFT not that confident in the purchase but down 25% from the highs and almost below a $3T marketcap for missing cloud rev by 2% seems extreme maybe the OpenAI headwinds continue to exist fully prepared to average down but dipping toes SaaS carnage continues"  
[X Link](https://x.com/amitisinvesting/status/2018736183988179359)  2026-02-03T17:19Z 324.3K followers, 191.6K engagements


"@sama billionaire beef is the best kind"  
[X Link](https://x.com/amitisinvesting/status/2018821924495995225)  2026-02-03T23:00Z 323.8K followers, 110.7K engagements


"@jrouldz Did a deep dive on them at $230 and the only issue I had was valuation Valuation is much more compelling now"  
[X Link](https://x.com/amitisinvesting/status/2020313262995435939)  2026-02-08T01:46Z 324.3K followers, 37.8K engagements


"@Mr_Derivatives AI 😆 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo https://t.co/7wUReuMqi8 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo"  
[X Link](https://x.com/amitisinvesting/status/2021277612597821746)  2026-02-10T17:38Z 324K followers, 35.8K engagements


"@ChrisCamillo"  
[X Link](https://x.com/amitisinvesting/status/2021352643747369371)  2026-02-10T22:36Z 324.2K followers, [----] engagements


"No having a cellphone is not mandatory. That is absolutely a view coming from privilege. Billions of people live with no cellphone. BTW even if it is essentialshould people be paid [--] cents an hour to make it Are you okay with using your phone for Apple and Googles profit margins"  
[X Link](https://x.com/amitisinvesting/status/2021396569690374207)  2026-02-11T01:31Z 324K followers, [---] engagements


"@Mopar4Life @JuanRodrig07 You know what also ruins families Someone being paid 50c an hour so you can enjoy your iPhone"  
[X Link](https://x.com/amitisinvesting/status/2021408177145938144)  2026-02-11T02:17Z 324K followers, [---] engagements


"@plureonic @JuanRodrig07 Why do options or derivatives exist"  
[X Link](https://x.com/amitisinvesting/status/2021426252192915834)  2026-02-11T03:29Z 324K followers, [---] engagements


"@howardlindzon 25K banking accounts $400M in deposits 50% direct deposit So much room to grow on the non degenerate side of the business"  
[X Link](https://x.com/amitisinvesting/status/2021641253880832021)  2026-02-11T17:43Z 324.3K followers, 23K engagements


"@StockMKTNewz $76.50"  
[X Link](https://x.com/amitisinvesting/status/2021665269144596685)  2026-02-11T19:18Z 324.3K followers, 13.3K engagements


"@Sumeet2692 @StockMKTNewz $BTC needs to dip hard for that but its possible"  
[X Link](https://x.com/amitisinvesting/status/2021673609853612456)  2026-02-11T19:52Z 324.3K followers, [----] engagements


"@JulieLaw812 Appreciate you Julie"  
[X Link](https://x.com/amitisinvesting/status/2021682252044714273)  2026-02-11T20:26Z 324.4K followers, [----] engagements


"RT @stocktalkweekly: In October of last year I began 'Equity Edge' with @amitisinvesting Since then I've pitched [--] stocks: Oct [--] - $AMK"  
[X Link](https://x.com/amitisinvesting/status/2021727278737109385)  2026-02-11T23:25Z 324.3K followers, [--] engagements


"@MikeLongTerm Was really nice to see the video callthey are putting in MUCH more effort"  
[X Link](https://x.com/amitisinvesting/status/2021758423243600358)  2026-02-12T01:29Z 324.4K followers, [----] engagements


"@ThaDeGen Yeah on second glance I do not hate the move but Im not sure it immediately adds to fintech growthdefinitely a longer term acquisition. Also they didnt spend $425M thats the value of the company so likely was much cheaper for them"  
[X Link](https://x.com/amitisinvesting/status/2021762253994045583)  2026-02-12T01:44Z 324.4K followers, [----] engagements


"@jp_strategic Maybe one day $HOOD will make the list 😂"  
[X Link](https://x.com/amitisinvesting/status/2021807027148722512)  2026-02-12T04:42Z 324.4K followers, [----] engagements


"@Couch_Investor seems like this has been the correlation"  
[X Link](https://x.com/amitisinvesting/status/2019405847781425436)  2026-02-05T13:40Z 324.4K followers, 13.9K engagements


"@RangarajSrikan1 Yup. If gold and silver are taking up capital non-growth growth stocks are not going to get the bid when meta amzn msft get sold off. Just easier to buy big tech or names growing 30-40% but being sold off"  
[X Link](https://x.com/amitisinvesting/status/2021740935332200955)  2026-02-12T00:19Z 324.4K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@amitisinvesting Avatar @amitisinvesting amit

Palantir ($PLTR) has been making significant strides, including a strong Q3 earnings report, a new partnership with Poland's Ministry of Defense, and a notable mention from NVIDIA's CEO Jensen Huang, who called Palantir's ontology "probably the single most important enterprise stack in the world". Grab ($GRAB) also reported strong Q3 earnings, with a 22% YoY revenue growth and raised EBITDA guidance. Other notable mentions include OpenAI's expected revenue growth and partnerships with Microsoft ($MSFT) and NVIDIA ($NVDA).

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Social Influence

Social category influence stocks #4801 finance #6059 technology brands 21.05% countries 9.02% cryptocurrencies 6.77% automotive brands 4.14% social networks 1.5% exchanges 1.13% celebrities 1.13% currencies 1.13%

Social topic influence $hood #56, ai #4106, $pltr #88, $nvda #498, meta #4437, $googl #1932, the first 4.14%, $meta #74, gold #2774, we are #2403

Top accounts mentioned or mentioned by @stevenfiorillo @stocktalkweekly @grok @samsolid57 @realmattmoney @mikelongterm @03nocontrol @incomesharks @fetzinvests @pizzangelo @frameworkwisely @davidri24012971 @tks8798 @clearank @endicottinvests @davisc15 @papergainsinc @juanrodrig07 @samlefrenchie @downtown

Top assets mentioned Robinhood Markets, Inc. (HOOD) Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Metadium (META) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Shopify Inc (SHOP) BITMINE IMMERSION TECH (BMNR) RAI Finance (SOFI) Bitcoin (BTC) Broadcom, Inc. (AVGO) Grab Holdings Limited Class A Ordinary Shares (GRAB) ARK Innovation ETF (ARKK) Nebius Group N.V. Class A Ordinary Shares (NBIS) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) Amkor Technology Inc (AMKR) GameStop, Corp. (GME) Rocket Lab USA, Inc. Common Stock (RKLB) Ethereum (ETH) PayPal Holdings Inc (PYPL) Figma, Inc. (FIG) Block, Inc. (XYZ) GitLab Inc. (GTLB) Circle Internet Group, Inc. (CRCL) Airbnb, Inc. (ABNB) Salesforce Inc (CRM) Micron Technology, Inc. (MU) ELYSIA (EL)

Top Social Posts

Top posts by engagements in the last [--] hours

"I sat down with the CEO and CoFounder of Robinhood Vlad Tenev to discuss a variety of topics after Robinhood's Gold Standard event. In the podcast we discussed the early days of Robinhood and how the company grew the economicsbehind Robinhood Gold's new 1% unlimited match on depositshow Robinhood thinks of the credit market with their new 3% cash back card international expansion crypto and more. This was one of the first long-form podcasts Vlad has sat down for in over [--] years so was very grateful for him giving the time after one of the busiest weeks in history for the company following"
X Link 2024-04-03T17:00Z 324.5K followers, 6.8M engagements

"$PLTR PALANTIR EXTENDS THEIR PARTNERSHIP WITH AIRBUS FOR $1B [--] YEARS. Skywise was one of the first operating systems that Palantir built & Airbus was one of their first corporate clients to adopt it at scale. Transformational software that creates value wins. Palantir 🤝 Airbus [--] yr $1 billion contract extension 🛫 Skywise enables more than [---] airlines worldwide to leverage data related to their operations in order to reduce costs and increase the availability of their fleets Airbus explained. For its part Palantir https://t.co/vZ0sQABs12 Palantir 🤝 Airbus [--] yr $1 billion contract"
X Link 2026-02-10T16:04Z 324.5K followers, 182.2K engagements

"NONFARM PAYROLLS FOR JANUARY COME IN AT +130K VS EXPECTATIONS OF +70K okay we really needed that"
X Link 2026-02-11T13:31Z 324.5K followers, 122.2K engagements

"NANCY PELOSI'S LATEST FINANCIAL DISCLOSURE WAS RELEASED TODAY. She bought shares via exercising deep ITM call options on: $GOOGL [----] shares $AMZN [----] shares $NVDA [----] shares $TEM [----] shares She Sold: [-----] shares of $AAPL [-----] shares of $DIS [----] shares of $PYPL"
X Link 2026-01-26T14:45Z 324.5K followers, 439.1K engagements

"BREAKING: Anthrophic is doubling their fundraising plans from $10B to $20B as per the Financial Times. This will value the company at $350B as investor interest is now 5x the original size of the round. Anthropic went from $1B to $9B in ARR last year. $NVDA $AMD $AVGO $MSFT"
X Link 2026-01-27T19:04Z 324.5K followers, 137.1K engagements

"Last weekend we hosted our first meetup of [----] in New York 🚀 The goal of these are to provide a space for everyone in our collective investing community to connect and get to know each other. The numbers on the screen are one thing actually meeting people face to face is a whole different experience. Truly grateful for the [---] people who came and hopefully we make these meetups better and better over the coming years the next one is in LA on March 28th I did [--] of these last year on my own at local bars so for it to now be hosted in formal venues is just really special and I genuinely am so"
X Link 2026-02-08T01:31Z 324.5K followers, 55.8K engagements

"VANDA RESEARCH: - Record is buying the dip on software - $IGV record net-inflows since [----] - Call option volume spiked last Friday to 220K calls on the software ETF Software is the largest battleground sector right noweither AI disrupts it or these companies disprove the narrative"
X Link 2026-02-10T18:59Z 324.5K followers, 51.2K engagements

"$HOOD For everyone complaining about prediction markets it looks like Robinhood will now allow you to turn it off. Listening to users and implementing quickly has always been their strong suit Looks like the message finally got through. Thank you @RobinhoodApp https://t.co/IHckmNfiuE Looks like the message finally got through. Thank you @RobinhoodApp https://t.co/IHckmNfiuE"
X Link 2026-02-11T16:21Z 324.5K followers, 117.7K engagements

"Robinhood $HOOD and I both got a haircut today"
X Link 2026-02-11T17:11Z 324.5K followers, 148.2K engagements

"https://x.com/i/spaces/1djGXWVoLVRKZ https://x.com/i/spaces/1djGXWVoLVRKZ"
X Link 2026-02-11T17:42Z 324.5K followers, 56.6K engagements

"BREAKING: Bill Ackman has taken a new position in $META. The position size is undisclosed and will likely be revealed on his next 13F disclosure next week"
X Link 2026-02-11T17:47Z 324.5K followers, 104.1K engagements

"$GRAB Overall a solid quarter but the guide is not the best. 22% growth for FY26 is not horrible but in this market we needed 25%. Adjusted EBITDA growth needed to come in at minimum 55% and the guide is for 45%. MTUs up GMV scaling plenty of things to likebut the guide is not impressing the street at all. I also am confused on the Stash acquisition and $500M share buyback. Management should give more commentary soon to explain it but not sure how both help the growth story. Grab is guiding for 20% CAGR on revenue until [----] which is strong but just not as strong as needed. I dont think it"
X Link 2026-02-12T00:11Z 324.5K followers, 114K engagements

"$SNAP SNAPCHAT DOWN 15% AH"
X Link 2023-01-31T21:18Z 321.4K followers, [----] engagements

"CAN SOMEONE EXPLAIN WHY DELL $DELL COMPUTERS ARE UP 7% TODAY"
X Link 2024-05-29T19:45Z 323.7K followers, 330.2K engagements

"WHY $FIG FIGMA IS ONE OF THE DIRTIEST GAMES WALL STREET PLAYED ALL YEAR: Lets dive in. Figma sold 36M shares to the public at $33/share raising $1.2B. 24M shares came from investors 12M came from insiders. Big banks usually underwrite an IPO. Underwriting is a fancy way of saying that Goldman JPMorgan etc. analyze the business and try to figure out what its worth. They all told Figma that the business is worth $33/sharebut then the banks took those 36M shares after giving Figma the $1.2B and then priced them at $100 a share. Wall Street made about $2B on the difference between $100 and $33"
X Link 2025-08-01T07:12Z 323.2K followers, 319.2K engagements

"TRUMP ON CHINA: - I'LL PROBABLY MEET WITH XI BUT I DON'T KNOW - OUT OF THE BLUE THEY CAME UP WITH THESE NEW EXPORT CONTROLS - I SET THE DATE FOR NOV 1ST MAYBE THINGS CHANGE BY THEN markets slightly recovering after hours. what a day"
X Link 2025-10-10T22:11Z 323K followers, 318.9K engagements

"i guess someone mentioned soybeans again"
X Link 2025-10-15T17:18Z 323.8K followers, 116.8K engagements

"omg $PYPL actually said it they said OpenAI +15% love this 😂"
X Link 2025-10-28T11:34Z 323.2K followers, 187.2K engagements

"$PLTR Really important point below: Michael Burry never publishes his 13F early. This is one of the first times in a decade that he didlikely because he was severely underwater on his Palantir puts. Given he bought those puts at any time during July - September (Q3) then unless he bought Palantir puts at $200 which wouldnt be possible since that happened during Q4 he was underwater. Part of the reason to disclose early may have been to get the market to use the headline to then allow him to get exit liquidity since the trade was simply not going his way. While Palantir is down from earnings"
X Link 2025-11-06T20:35Z 323.6K followers, 804.3K engagements

"Cathie Wood $ARKK today: Buys: - $GOOG [------] shares - $META [-----] shares - $XYZ [------] shares - $CRWV [------] shares - $HOOD [----] shares Sells: - $AMD [------] shares - $GTLB [------] shares - $PLTR [------] shares"
X Link 2025-11-26T01:14Z 323.1K followers, 324K engagements

"S&P [---] INCLUSION DECEMBER 2025: Included: Carvana $CVNA Comfort Systems $FIX CRH PLC $CRH Removed: $LKQ Solstice $SOLS Mohawk Industries $MHK No Reddit SoFi or Microstrategy"
X Link 2025-12-05T22:37Z 323.6K followers, 187K engagements

"$ARKK Cathie Wood buy/sells today: Bought: $BMNR [------] shares $COIN [-----] shares $CRWW [------] shares $CRCL [------] shares $XYZ [-----] shares Sold: $TSLA [------] shares $SOFI [-----] shares $SHOP [-----] shares"
X Link 2025-12-16T01:20Z 323.1K followers, 261.8K engagements

"$ORCL $OWL THE ORACLE BLUE OWL SITUATION: One reason we could be seeing pain across the entire market today is because Blue Owl a private credit lender has been financing a TON of these new datacenter deals including many from $META. Today they came out and said they would not be taking on one of Oracles $10B datacenter deals. Now Oracle came out and said they chose to go with someone different (Blackstone stepped in) but the market is perceiving Blue Owls hesitancy here as a sign of concern over Oracles debt. Whats the issue Well Oracle has $127B in debt. $25B of that debt is due within"
X Link 2025-12-17T19:09Z 323.1K followers, 226.7K engagements

"NANCY PELOSI IS RETIRING AT THE END OF THIS YEAR. Shes up 224% since the start of [----]. This is the final weighting of her portfolio while she retires as the greatest politician stock trader of all time. Her final top [--] positions: $GOOGL $SCHO $AVGO $PANW $AMZN"
X Link 2025-12-18T18:24Z 322.5K followers, 195.7K engagements

"WALL STREET TOP STOCK PICKS FOR 2026: Morgan Stanley $AMZN $NVDA $ALAB $NDAQ $APPN $FROG Bank of America $NVDA $AVGO $LRCX $KLAC $GOOGL $EL RBC Capital Markets $ABNB $META $UBER $DASH $MSFT $INTU $CRM Wolfe Research $MU $FDX $ORLY $LITE $AMZN $META $UBER $GOOGL $MSFT $NVDA pretty much all the banks are saying go long Mag 7s and dont fade giants like salesforce and uber even if they havent held up either the Mag [--] trade gets exhausted next year or the big get bigger https://twitter.com/i/web/status/2005689295433028048 https://twitter.com/i/web/status/2005689295433028048"
X Link 2025-12-29T17:16Z 320.6K followers, 302.6K engagements

"$ZETA deepdive: https://substack.com/@amitsinvesting/note/p-182361293r=2aohdt&utm_medium=ios&utm_source=notes-share-action https://substack.com/@amitsinvesting/note/p-182361293r=2aohdt&utm_medium=ios&utm_source=notes-share-action"
X Link 2026-01-06T18:06Z 321.4K followers, 40.4K engagements

"$TSM $AMKR $INTC - The U.S. is nearing a trade deal with Taiwan to cut tariffs and secure more TSMC investment. - TSMC would build at least five additional semiconductor fabs in Arizona. - The deal would lower tariffs on Taiwans exports to about 15% per NYT. Trump is serious about bringing back more chip manufacturing to the UShard to fade the on-shoring trade if we think overall chip demand goes higher. A portion of that demand will be met in the US. $TSM now $1.7T market cap +1.5% https://twitter.com/i/web/status/2010763429242343678 https://twitter.com/i/web/status/2010763429242343678"
X Link 2026-01-12T17:18Z 323.1K followers, 77.9K engagements

"$GRAB trading as if Singapore is about to get invaded 😂😂😂😂 in all seriousness yes it sucks to be stuck in something that isnt moving and was just up 35% a few months ago but it also begs the question about why and I personally do not see the fundamental argument for why it deserves to be trading at these levels at all. barclays came out this morning and once again reiterated $7. maybe there is some big earnings surprise and horrible guidance and the thesis changes but outside of that I feel the shorts are in control and the price simply isnt matching with the reality of the business. this"
X Link 2026-01-15T16:49Z 322K followers, 222.3K engagements

"TRUMP: - 10% tariff on Denmark Norway Sweden France Germany the UK Netherlands and Finland - Effective February 1st - Tariff Increases to 25% beginning on June 1st - Tariffs will continue until the US reaches a deal to buy Greenland bro"
X Link 2026-01-17T16:58Z 321K followers, 749.1K engagements

"alright S&P officially down 2% now she's starting to take things down all mag 7's down 3% or more the hard part about buying the dip is that you just don't know what route Trump will go next but obviously the markets aren't liking it almost pushing fear as well"
X Link 2026-01-20T19:34Z 321.3K followers, 138.8K engagements

"TRUMP: BASED ON A VERY PRODUCTIVE MEETING WITH NATO I WILL NOT BE IMPOSING THE FEBRUARY 1ST TARIFFS THE TACO IS HERE"
X Link 2026-01-21T19:31Z 322K followers, 236.4K engagements

"US GDP & JOBS DATA TODAY: GDP for Q3 comes in at 4.4% above expectations of 4.3% Jobless claims come in at 200K below expectations of 210K so.the economy is growing faster than expected and people are filing for unemployment much lower than expected what does that mean for the short term likely no rate cuts on January 28th at the FOMC meeting probabilities now at 5% if more people have jobs they can spend more and if the economy is growing there might not be a desperate need to stimulate by cutting rates but for the markets we need growth in earnings and the best way to get that.is for people"
X Link 2026-01-22T13:42Z 322.1K followers, 84.2K engagements

"ELON'S FIRST EVER TALK AT THE WORLD ECONOMIC FORUM: - AI could become smarter than any individual human by the end of this year - We will start selling Optimus to the public by the end of next year - SpaceX will be soon launching solar-powered AI satellites Elon really is pretty excited about the future he continued to mention that work will be optional and most things will be free.quite the contrast from those that say AI is fake and will result in zero meaningful change for humanity. https://twitter.com/i/web/status/2014384214263701725 https://twitter.com/i/web/status/2014384214263701725"
X Link 2026-01-22T17:06Z 323.5K followers, 118.2K engagements

"$META Zucks is not going down without a fight was $600 a few days ago catalysts: - new compute biz (potentially) - layoffs in reality labs - threads monetization announced - multiple analyst upgrades based on depressed multiple + whatsapp scaling whos long"
X Link 2026-01-22T18:08Z 321.2K followers, 109.6K engagements

"$TSLA So my dad had the FSD trial for a month. He loved it. Could not stop talking about it. Trial ended [--] weeks ago and I asked him if I should upgrade his account for the $100/month. My dadbeing my dadsaid no because $100 is not worth it. Now I pay the $100 on my Tesla because I know its worth it. My dad drives 10x more than me so I knew he knew it was worth it but I gave him a week to go back to driving normal. Few nights ago he called me and told me to upgrade the software because he cant go back to driving 😂 FSD is the future. Best real world use case of AI. Just needs to penetrate more"
X Link 2026-01-22T18:39Z 323.6K followers, 714.3K engagements

"Sat down with Dion Harris Senior Director of HPC and AI Infrastructure Solutions @ NVIDIA to discuss how AI factories are scaling complexities within global supply chains and Nvidias latest GPU architecture Vera Rubin. Thank you to Dion @NVIDIADC for taking the time"
X Link 2026-01-23T00:31Z 321.1K followers, 79.1K engagements

"$NVDA BREAKING: China has cleared tech companies to place orders for Nvidia H200 chips as per Bloomberg. - These companies can now discuss specifics details like the amount of chips they need. - China will still encourage companies to buy domestic chips along side Nvidia"
X Link 2026-01-23T12:01Z 323.1K followers, 106.5K engagements

"Sat down with Kari Ann Briski VP of Generative AI Software for Enterprise @ NVIDIA to discuss NVIDIAs Nemotron open models how training data can be used for building agentic systems and scaled AI enterprise adoption. Thank you to Kari @NVIDIAAIDev for taking the time"
X Link 2026-01-23T16:00Z 321.9K followers, 65.5K engagements

"Sat down with Rev Labaredian VP of Omniverse & Simulation Technology @ NVIDIA to discuss the age of physical AI how companies are using NVIDIA's Cosmos models and why Robotics continues to accelerate. Thank you to Rev @NVIDIARobotics @NVIDIAOmniverse for taking the time"
X Link 2026-01-23T22:00Z 321.4K followers, 50.9K engagements

"NYC Meet Up is next Sunday We have about [--] spots left really excited to see everyone there. This will be the first meetup of [----] and should be a fun one. Steve Kris Matt and many more friends will be there with me. The purpose of these is to really give a human connection behind the X/YT chatter and it really is hard to describe how special & real things become when you talk to someone in person shake their hand have a drink with them get their contact and actually gain a friend you can talk to about similar interests which for usis the markets. Final spots available in the link below again"
X Link 2026-01-24T16:55Z 321.8K followers, 108.9K engagements

"BREAKING: US Government shutdown odds now approach 79% after Democrats threaten to not vote for the proposed spending bill unless new DHS and ICE funding is eliminated. The 40-day shutdown in October is likely shedding 1-2% off Q4 GDP. Q1 GDP is expected to be very strong but a shutdown could once again hurt growth. Given the US deficit and debt spending growth is the only cure right now as the USD continues to weaken as well. Silver & Gold are rocketing to new all time highs. https://twitter.com/i/web/status/2015560307989487941 https://twitter.com/i/web/status/2015560307989487941"
X Link 2026-01-25T22:59Z 321.7K followers, 279.5K engagements

"FUTURES Nasdaq Russel Dow Jones and S&P open red on fears of a shutdown coming by January 31st. Bitcoin $BTC falls below $86K. Gold $GLD is dollars away from $5000 and $SLV Silver has broke $103. Big Tech earnings begin this week with Apple Meta Microsoft and Tesla. BREAKING: US Government shutdown odds now approach 79% after Democrats threaten to not vote for the proposed spending bill unless new DHS and ICE funding is eliminated. The 40-day shutdown in October is likely shedding 1-2% off Q4 GDP. Q1 GDP is expected to be very strong but https://t.co/yUdgoOK5xR BREAKING: US Government"
X Link 2026-01-25T23:04Z 321.3K followers, 156.3K engagements

"@samsolid57 Cannot understand why anyone likes that name"
X Link 2026-01-26T16:48Z 321.5K followers, [----] engagements

"the entire world is watching Silver and Gold and it's quite incredible to witness gold + silver = $41T worth of market cap what do we think global central banks keep diversifying away from the USD & continue to pump commodities or is this a giant rugpull waiting to happen"
X Link 2026-01-26T17:45Z 323.1K followers, 226.8K engagements

"TRUMP: - SOUTH KOREA IS NOT LIVING UP TO THEIR SIDE OF OUR TRADE DEAL - UNTIL THEY DO I AM INCREASING TARIFFS ON AUTOS PHARMA & LUMBER FROM 15% TO 25% here we go again"
X Link 2026-01-26T22:02Z 322.1K followers, 336.3K engagements

"@stevenfiorillo why are you using so many periods"
X Link 2026-01-26T22:12Z 321.5K followers, 34.9K engagements

"@stevenfiorillo"
X Link 2026-01-26T22:51Z 321.5K followers, [----] engagements

"@WatcherGuru bro definitely knew 💀"
X Link 2026-01-26T23:04Z 321.4K followers, 66.4K engagements

"BIG TECH EARNINGS OFFICIALLY START TOMORROW. $META $MSFT and $TSLA kick us off. The S&P is up +1.37% YTD but is being massively outperformed by international stocks and small caps. High beta names have had an incredible year already. Tomorrow I think we need the large caps to remind the world why they are worth trillions of dollars. Maybe we start to see a rotation back into them which likely puts us at $SPX $7000. $META Zucks needs to tell us what hes doing with the capex besides making ads better any guidance of $100B capex MUST have support over explaining ROI especially if Zucks is"
X Link 2026-01-27T17:52Z 321.7K followers, 154.9K engagements

"someones happy"
X Link 2026-01-28T14:43Z 321.6K followers, 103.7K engagements

"@StephGuildNYC so many butterflies but I guess thats the fun of being part of markets 😭"
X Link 2026-01-28T15:10Z 321.4K followers, 17.5K engagements

"BREAKING: The Federal Reserve leaves interest rates unchanged. There were two dissents governors Waller and Miran that wanted a 25bps cut. The Fed sees unemployment stabilizing and inflation remaining somewhat elevated"
X Link 2026-01-28T19:02Z 322.1K followers, 92.4K engagements

"$META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS"
X Link 2026-01-28T21:07Z 322.1K followers, 339.4K engagements

"$MSFT MICROSOFT Q4 [----] EARNINGS: $81.3B Revenue +17% YoY $38.5B net income +60% YoY $4.14 of EPS +24% YoY Azure & Intelligent Cloud revenues crosses $50B Satya Nadella: We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises. We are pushing the frontier across our entire AI stack to drive new value for our customers and partners. https://twitter.com/i/web/status/2016628677283631188 https://twitter.com/i/web/status/2016628677283631188"
X Link 2026-01-28T21:45Z 322.5K followers, 140.7K engagements

"$TSLA TESLA Q4 [----] EARNINGS: - $24.90B Revenue 3% YoY - $0.50 Adj. EPS 17% YoY - [------] Vehicle Deliveries 16% YoY - Record [----] GWh Energy Storage Deployments - Gross Margin at 20.1% - Free Cash Flow $1.42B - Invested $2B in Elons xAI"
X Link 2026-01-28T21:46Z 321.6K followers, 115.6K engagements

"$TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUCTION AND CONVERT THOSE FACTORIES FOR OPTIMUS PRODUCTION woah"
X Link 2026-01-28T22:37Z 322.1K followers, 803.8K engagements

"@top_sach yeah.the [--] and the Y is what matters anyway so i think this makes sense"
X Link 2026-01-28T22:40Z 321.6K followers, 33.2K engagements

"$MSFT worst day in [--] years $400B+ market cap wiped out taking the ENTIRE SaaS sector down with it why do we think the market hates it today 12% down you wouldve thought they completely missed earningsbut they grew net income by 60% pretty incredible to see"
X Link 2026-01-29T16:39Z 323.2K followers, 316.5K engagements

"$SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone continuing to buy the momentum in memory obviously cyclical but if the cycle continues its just really really hard to buy into the strength even though the forward multiples are not necessarily expensive at all one thing is true all this demand for memory should be very very bullish for $NVDA and the street giving premiums to the memory names but not Nvidia feels like"
X Link 2026-01-29T22:11Z 323.2K followers, 147.4K engagements

"BREAKING: President Trump says he will announce his candidate for the new Fed Chair tomorrow morning. He says he has narrowed the picks to Kevin Warsh and Rick Reider and is "leaning towards" Warsh. He is ruling out Kevin Hasset and meets with both Reider and Warsh today"
X Link 2026-01-30T00:30Z 322.1K followers, 150.2K engagements

"BREAKING: President Trump has formally nominated Kevin Warsh to serve as the next Chair of the Federal Reserve"
X Link 2026-01-30T12:02Z 323.1K followers, 108K engagements

"@IamYaserKhan FY GUIDE: $0.60 GAAP EPS vs $0.59 est (beat) $4.66B Revenue vs $4.54B est (beat) $825M GAAP Net Income $1.6B Adj. EBITDA 34% Adj. EBITDA Margin 30% YoY New Member Growth"
X Link 2026-01-30T12:23Z 321.4K followers, 23.9K engagements

"@DataDInvesting Congrats on a great quarter"
X Link 2026-01-30T13:29Z 321.4K followers, 11.1K engagements

"@LT_portfolio thank you for taking the time meant the world"
X Link 2026-02-02T00:46Z 320.4K followers, 11.9K engagements

"@OptionsBrit Thank you all for coming across the pond Meant so much"
X Link 2026-02-02T01:37Z 321.4K followers, 13.4K engagements

"Busy weekend with the NYC meetup (thank you to all [---] people who came) but have been keeping up with weekend events and obviously it has been ugly. Quick thoughts: - Most of this selling feels like an over-reaction to Warsh being the new Fed Chair and his hawkish stance around QE. Look ultimately Trump picked the guy and Trump wants a strong market. I think Warsh understands that and his previous clips of championing AI as a deflationary force may allow him to advocate for significantly lower rates. Bullish. - I think crypto is down for [--] reasons: Gold/Silver gaining momentum + leverage"
X Link 2026-02-02T14:23Z 323.6K followers, 93.8K engagements

"@Hngloose2 Lost my voice last night but will be back for the close"
X Link 2026-02-02T14:25Z 321.4K followers, [----] engagements

"@ScrooogeUncle when you spend [--] minutes typing out every single word on this post and someone says its slop :( any long form content now turns into slop lmaooo but I cant even blame people for thinking that will be live for the close"
X Link 2026-02-02T14:26Z 321.4K followers, [----] engagements

"@AlphaInvestor25 Will be back for the close Just lost my voice last night so going to rest it for a bit"
X Link 2026-02-02T14:27Z 321.4K followers, [----] engagements

"@Ryan10_4crane 😭😭😭😭 lost my voice from last night but will be live for the close"
X Link 2026-02-02T15:03Z 321.5K followers, [----] engagements

"@bhaskarreddyrv following crypto downside"
X Link 2026-02-02T15:45Z 321.4K followers, [----] engagements

"@Davis_C15 @EndicottInvests we all need to cuddle to deal with the pain"
X Link 2026-02-02T16:19Z 321.5K followers, 16.8K engagements

"@Jruss23x @RealMattMoney @EndicottInvests @Davis_C15 Thank you for coming through Meant so much"
X Link 2026-02-02T16:55Z 321.4K followers, [----] engagements

"@DrDavidChang007 absolutely incredible numbers magical"
X Link 2026-02-02T23:42Z 320.7K followers, [----] engagements

"@PLTRs_Palantir Just beginning"
X Link 2026-02-03T00:09Z 320.8K followers, [----] engagements

"@eliano Congrats to you and the team. We are all so grateful for what you guys do. We all struggle with something but Pili being TFB isnt one of them. LFG"
X Link 2026-02-03T00:10Z 321.1K followers, [----] engagements

"@BrettKrieger12 ❤"
X Link 2026-02-03T00:13Z 321.6K followers, 10.8K engagements

"@sheslee so proud of our Pili 😭😭😭😭"
X Link 2026-02-03T02:48Z 321.4K followers, [----] engagements

"@Davis_C15 bro took the mic and just started spitting"
X Link 2026-02-03T03:35Z 321.5K followers, [----] engagements

"@Viral_Dinesh14 Bought it after the print"
X Link 2026-02-03T04:11Z 321.4K followers, 11.6K engagements

"@Preston_Block Will have a post on that tomorrow the drop feels very unreasonable here"
X Link 2026-02-03T04:12Z 321.4K followers, 12.2K engagements

"@sachinvats I REMEMBER THIS Congrats Sachin what a journey and thank you for playing a big role in helping all of us understand this company when it was not easy to understand"
X Link 2026-02-03T04:13Z 321.5K followers, [----] engagements

"@notoriousfiq11 let me know if you need any help happy you are getting into the markets"
X Link 2026-02-03T04:36Z 321.4K followers, [----] engagements

"@Kross_Roads Such a great ride with you Roy congrats to you as well"
X Link 2026-02-03T04:37Z 320.9K followers, [----] engagements

"@anandragn so poetic"
X Link 2026-02-03T05:00Z 321.5K followers, 13.8K engagements

"@RangarajSrikan1 Well I have been forced into teams every time I have a meeting with a company 😂"
X Link 2026-02-03T19:21Z 320.7K followers, [----] engagements

"@bunnytrehan123 maybe this got the market upset but I dont think this is the reason"
X Link 2026-02-03T19:22Z 321K followers, 28.1K engagements

"@ShardoolShukla3 taxes create a sell off but not with this velocity also tends to happen closer to end of march"
X Link 2026-02-03T19:22Z 321.4K followers, 24.3K engagements

"@FunOfInvesting Appreciate you coming through meant a ton"
X Link 2026-02-03T19:47Z 321.3K followers, [----] engagements

"@ruth_capital 1000% agreed havent even seen 5% down on the S&P yet so to call a bottom may be very premature"
X Link 2026-02-03T19:54Z 321.4K followers, 23.1K engagements

"it was actually scary selling them because of how much belief I had in $HOOD but at some point the position became too big not to first time a hedge has really worked for me @PaperGainsInc helped explain it really well helps to have a community now we just need hoodie to bounce 😭 https://twitter.com/i/web/status/2018783025341886891 https://twitter.com/i/web/status/2018783025341886891"
X Link 2026-02-03T20:25Z 321.4K followers, [----] engagements

"@IncomeSharks liberation day + the V shape completely messed up the cycle midterm is always the worst in the cycle but because of last year its now high beta running s&p flat and crypto getting liquidated while gold and silver move like memestocks what a start to the year"
X Link 2026-02-03T23:12Z 321.4K followers, 14.5K engagements

"@OctavianSiiu this reason is a bit old but seems like the market thinks AI eating SaaS is only going to get worse that's bad for SaaS not sure if its horrible for the broader market if anything its good for semis and hyperscalers which also got hit"
X Link 2026-02-03T23:16Z 321.4K followers, [----] engagements

"@samsolid57 Happy you came and got to experience it with this entire community ❤❤❤"
X Link 2026-02-03T23:22Z 321.4K followers, [----] engagements

"@RangarajSrikan1"
X Link 2026-02-03T23:32Z 321.5K followers, [----] engagements

"@MSTR_BTC @samsolid57 Will post the LA link soon no invite needed just have to get a ticket should post on Friday"
X Link 2026-02-03T23:59Z 320.9K followers, [---] engagements

"@SixSigmaCapital fair points market could just be relaxing on COIN given the higher drawdown"
X Link 2026-02-04T02:50Z 321.4K followers, [----] engagements

"@JuanRodrig07 @samlefrenchie remind me to never listen to people actually spend their time trying to fight you over this Juan goodness"
X Link 2026-02-04T02:52Z 320.9K followers, [---] engagements

"my friend telling me about how he bought the dip me: youyou have money to buy the dip"
X Link 2026-02-04T03:13Z 323.6K followers, 98.1K engagements

"@a_bansal879 Thank you for being there brother meant so much to have you there since you were also at the first one we ever did so happy you brought the Mrs and she got to experience it all Thank you both for coming ❤❤❤❤"
X Link 2026-02-04T14:23Z 321.4K followers, 10.2K engagements

"@BrettKrieger12 we are SO back"
X Link 2026-02-04T18:17Z 321.5K followers, [----] engagements

"@joshhart my same reaction to the market bro"
X Link 2026-02-04T19:55Z 321.7K followers, 44.1K engagements

"@zerohedge oh my"
X Link 2026-02-05T03:19Z 322.5K followers, 41.4K engagements

"@DeepValueBagger pretty ridiculous they ran on the BSR and havent done it yet this would be the price to start lol"
X Link 2026-02-05T18:37Z 321.6K followers, 17.8K engagements

"@optionscjp really hoping I can go with oh boy shes greeny green 😭😭😭😭😭 hard day to report"
X Link 2026-02-05T20:23Z 321.7K followers, 23.8K engagements

"@BaileyRChilders yes"
X Link 2026-02-06T02:07Z 321.8K followers, 10.2K engagements

"@wallstengine aka negative FCF"
X Link 2026-02-06T02:24Z 322.1K followers, 39K engagements

"@mexinvesting Excited to see you"
X Link 2026-02-06T16:20Z 321.9K followers, [----] engagements

"@AdityaInvests90 yes"
X Link 2026-02-07T03:43Z 322.9K followers, [----] engagements

"@FetzInvests @stevenfiorillo @YouTube thank you for taking the time to watch"
X Link 2026-02-07T16:04Z 322.3K followers, [----] engagements

"@sachinvats man.equity markets are not easy to survive in when it feels like the bottom is falling out"
X Link 2026-02-07T16:26Z 323K followers, 25.4K engagements

"@tipsyincavalli one of his best quotes"
X Link 2026-02-07T16:27Z 322.4K followers, [----] engagements

"@DumbMoneyCapitl @stevenfiorillo @Downtown @basispointpod Love the compound was so honored to have him on as the first guest"
X Link 2026-02-08T00:49Z 322.5K followers, [---] engagements

"@thisguy714 He really brought the milk 🤣 looking forward to seeing you in LA"
X Link 2026-02-08T02:11Z 322.5K followers, [---] engagements

"@SPYCALLS25 @Downtown glad you enjoyed"
X Link 2026-02-08T04:16Z 322.5K followers, [---] engagements

"@WillAdamsDPT @stevenfiorillo Really glad you enjoyed it One of our biggest things with this pod is to make sure we let guests speakso important to just let them tell the story"
X Link 2026-02-08T16:07Z 323.1K followers, [----] engagements

"@PGAFrankM Superbowl tonight 😭"
X Link 2026-02-09T00:59Z 323.1K followers, [----] engagements

"@mreiffy Feels possible but I think they will crush in such a way that it makes the street really think twice before selling her off"
X Link 2026-02-09T00:59Z 323.1K followers, [----] engagements

"@eliano literally the best hoodie I have ever worn HEAVY AND ONTOLOGICAL 😍"
X Link 2026-02-12T20:32Z 324.5K followers, 17.7K engagements

"the worst part of this sell off is everyone is just trying to understand why its happening lol"
X Link 2026-02-03T19:02Z 324.5K followers, 563.9K engagements

"S&P [---] TOP [--] COMPANIES YEAR TO DATE: As you can see the big tech names are nowhere to be found. Three out of the top ten are memory companies. The good part about this is twofold: [--]. The breadth that is being shown across the market -- S&P basically at ATH with none of the most important names being in the top [--] list. [--]. There is so much room to grow for tech companies that are nowhere to be found on the list their multiples are relatively sane and if they continue to execute in the way that they have they should be out-performers from here which would only continue to help the S&P more"
X Link 2026-02-09T19:19Z 324.5K followers, 101.2K engagements

"$HOOD Robinhood earnings after the bell 🥶 Few thoughts: [--]. The company has wrongly been attached to $BTC volatility as there is much more to the fundamentals than crypto but I understand that the algos have positioned both together. Ultimately earnings aside Bitcoin will have to stabilize and not retest the $60K lows for algos to keep $HOOD stable. [--]. I think they will have a strong earnings. Monthly data weve seen already suggests this some lightness on crypto but overall deposits/gold subs/options volume/etc should be very strong. Street is expecting 35% growth. The January data may"
X Link 2026-02-10T18:59Z 324.5K followers, 169.5K engagements

"$HOOD ROBINHOOD Q4 [----] EARNINGS: - Revenue $1.28B +27% YoY - Net Income $605M - Total AUC $324B +68% YoY - Net Deposits $68.1B +35% YoY - Robinhood Gold 4.2M +58% YoY Vlad Tenev CEO: Our vision hasnt changed: we are building the Financial SuperApp.""
X Link 2026-02-10T22:19Z 324.5K followers, 147.1K engagements

"the $SHOP reversal was one of the nastiest earnings moves weve seen today $145 in the premarket down to $110 during the open the street not letting $SHOP run after an incredible quarter just shows how hard they are being on growth names even after good numbers but maybe because Shopify is a SaaS is anyone interested in this dip have never had a position but have always been interested https://twitter.com/i/web/status/2021671097045831920 https://twitter.com/i/web/status/2021671097045831920"
X Link 2026-02-11T19:42Z 324.5K followers, 157.7K engagements

"@samsolid57 it is CRAZY for the S&P to be down 1% and $GRAB to be green"
X Link 2026-02-12T18:57Z 324.5K followers, 19.3K engagements

"Dan Ives as guest #2 for Basis Points @stevenfiorillo @basispointpod @DivesTech"
X Link 2026-02-13T01:08Z 324.5K followers, 49.1K engagements

"US CPI FOR JANUARY COMES IN AT 2.4% YOY VS EXPECTATIONS OF 2.5% CORE CPI COMES IN AT 2.5% VS EXPECTATIONS OF 2.5% really needed this one to come in calmly given yesterdays price action and this isnt a horrible print"
X Link 2026-02-13T13:32Z 324.5K followers, 96K engagements

"@TheRoaringKitty [----] keeps getting more interesting $GME"
X Link 2025-01-23T01:07Z 324K followers, 86.2K engagements

"WHY DONALD TRUMP WANTS THE MARKET TO CRASH .in the short term This chart below sums up the reasoning behind what the current adminstration is doing and why it is having adverse effects on the market. Kris @KrisPatel99 did a great job today explaining this more in depth on the market open & I think the thesis checks out: [--]. We have $7T of debt we need to pay in the next [--] monthsif we dont pay it well have to refinance. [--]. The Trump admin does NOT want to refinance at a 4%+ ratethe 10yr at one point this year was 4.8%. [--]. How do you get the 10yr to come down Markets need to show weakness in"
X Link 2025-03-04T17:13Z 324.3K followers, 10.1M engagements

"$HOOD ROBINHOOD INTRODUCES COLLEGE BASKETBALL TOURNAMENT CONTRACTS"
X Link 2025-03-17T13:18Z 324.3K followers, 408.6K engagements

"So Mark Rober a famous tech YouTuber made a video about Teslas self driving. It got 10M views. It was negative on Tesla. The video was sponsored by Luminar Technologies a LIDAR company and their stock is up 20% gaining around $35M in market cap. If they paid him $2M to do the video they just got a 17x ROI off that marketing spend. How is this not an obvious conflict of interest Why do these famous YouTubers constantly sell out their audience for money Does anyone not value their brand anymore Absolutely ridiculous if $TSLA is down 5% today because of this video"
X Link 2025-03-17T16:02Z 324.3K followers, 1.3M engagements

"MICHAEL BURRY SELLS EVERYTHING IN Q1 & GOES LONG $EL ESTEE LAUDER WITH 200K SHARES betting on makeup"
X Link 2025-05-15T22:03Z 324.3K followers, 361K engagements

"IF YOU ARE WONDERING WHY STOCKS JUST ALL WENT DOWN AT ONCE WE JUST HAD A HORRIBLE BOND AUCTION IN THE UNITED STATES FOR OUR 20-YEAR TREASURIES Because of the lack of biddersit caused the 20-year bond yield to surge to 5.1%. Credit market is screaming for help right now"
X Link 2025-05-21T17:24Z 324.4K followers, 5.5M engagements

"$HOOD Alright weve got to discuss whats going on right now When we found out that Brad Gerstner bought $120M of Robinhood last quarter what I failed to realize is that Brad is THE person who is pushing InvestAmerica. InvestAmerica is a piece of legislation that allows the US government to fund 3.5M newborns with $1000 at birth and let it compound in the S&P [---]. Guardians can add money to the account every year. Today Vlad was at the White House withBrad Gerstner. It seems utterly obvious that Robinhood could be one of the MAIN brokerages that is used to custody this $1000 given by the"
X Link 2025-06-09T22:19Z 324.3K followers, 494.6K engagements

"$HOOD ROBINHOOD LAUNCHES THE FIRST EVER PRIVATE STOCK TOKENS FOR CUSTOMERS TO ACCESS IN THE EU The first two private companies SpaceX and OpenAI. Oh. My. Hoodness"
X Link 2025-06-30T16:05Z 324.4K followers, 2.1M engagements

"for the culture $100"
X Link 2025-07-02T16:28Z 324.3K followers, 419.7K engagements

"BITCOIN ALL TIME HIGHS $BTC"
X Link 2025-07-10T16:48Z 324.3K followers, 71K engagements

"oh my bullish $PLTR $154 $HOOD $106 $NVDA [---] $SOFI $22 $RKLB $53 one of those days where you are happy to be invested in one of the most incredible markets weve seen nervous excited selling buying more how are you managing it"
X Link 2025-07-17T17:04Z 324.4K followers, 365.1K engagements

"@unusual_whales hot take the american dream is no longer owning a home with a 30yr fixed rate the american dream is owning a sizeable position in $NVDA Nvidia being a metaphor for the stock market particularly AI that is what is growing over the next decade not housing"
X Link 2025-08-16T20:04Z 324.3K followers, 637.3K engagements

"BREAKING: Chamath Palihapitiya is launching a new SPAC. The company will be worth $250M & offer 25M shares at $10 per share. It is called American Exceptionalism Acquisition Corp. Chamaths previous SPACs including Opendoor Virgin Galactic and Clover Health are each down over 50% all time"
X Link 2025-08-18T21:55Z 323.9K followers, 732.8K engagements

"day [--] of high beta selloff continues still seeing a rotation out of growth into defensives utilities and real estate my thoughts are the same as yesterday I just think this isnt as scary given we were getting stretched higher and valuations needed to breathe it is very important to protect your mental there are people who are miserable and only get value out of bringing people down with them if you bought $HOOD at $50 and its down from $118 to $99 the people screaming will make you think you are the biggest idiot in the world for not selling at $118 in [--] years if $HOOD is $250 you trying to"
X Link 2025-08-20T15:30Z 324.3K followers, 515.6K engagements

"Bitmine $BMNR bought 13M shares of $OCTO at $1.46. They are up 2500% on that investment as per todays move. If the stock stays at these levels which is trading at about 30x NAV then that $20M would be worth $550M on paper. Seems like Tom Lee is looking to invest in companies building on $ETH to support them thereby supporting the entire Ethereum network increasing the value of Ethereum (which Bitmine wants to own 5% of) and as resultbecoming a full-fledged Ethereum ecosystem play. BREAKING: Tom Lee's Bitmine $BMNR is making their first "moonshot investment" into $OCTO a company that will"
X Link 2025-09-08T15:44Z 324.4K followers, 906.8K engagements

"$HOOD BREAKING: Robinhood announces that they have filed with the SEC to launch Robinhood Ventures Fund I (RVI) a concentrated portfolio of innovative private companies leading their industries. Well folks looks like Robinhood is going to IPO a fund that allows retail to invest in the best private companies. For decades wealthy people and institutions have invested in private companies while retail investors have been unfairly locked out. With Robinhood Ventures everyday people will be able to invest in opportunities once reserved for the elite said Robinhood Chairman and CEO Vlad Tenev."
X Link 2025-09-15T12:38Z 324K followers, 622.2K engagements

"CHAMATH ANNOUNCES HIS SPAC RETURN WITH $AEXA: Some details he announced today: - A SPAC has been successfully priced without warrants with the sponsors compensation entirely tied to stock price appreciation. - AEXA was more than 5x oversubscribed with $1.4B in demand resulting in an upsizing to $345M. - The gap between private and public markets has widened with over [---] U.S. private companies valued above $1B compared to [---] in [----] complicating liquidity for employees paper wealth and reinvestment for early investors. So seems like there is pretty strong demand for the SPAC Chamath thinks"
X Link 2025-09-29T22:20Z 324.3K followers, 165.1K engagements

"Starting a new show today called Equity Edge with fintwit 🐐 @stocktalkweekly dedicated to sharing alpha on newer/underdiscovered names. Todays tickers: $AMKR $PLAB Will be 12:30-1PM EST every Wednesday 🙌 https://x.com/i/spaces/1YpJkkjdnMjJj https://x.com/i/spaces/1YpJkkjdnMjJj"
X Link 2025-10-08T15:33Z 324K followers, 74.6K engagements

"$NVDA BREAKING: The United States has approved several billion dollars worth of Nvidias chip exports to the United Arab Emirates as per Bloomberg. Nvidia is hitting all time highs overnight"
X Link 2025-10-09T03:54Z 324K followers, 382.4K engagements

"alright so are we buying the dip 😂"
X Link 2025-10-10T16:06Z 324.3K followers, 399.4K engagements

"TRUMP: - DONT WORRY ABOUT CHINA IT WILL ALL BE FINE - PRESIDENT XI JUST HAD A BAD MOMENT - THE USA WANTS TO HELP CHINA NOT HURT IT omg the most hated V shape [---] coming up 😂"
X Link 2025-10-12T16:53Z 324.2K followers, 718.9K engagements

"$BMNR TOM LEE BOUGHT ANOTHER +200K $ETH LAST WEEK. Bitmine now has [-------] Ethereum on their balance sheet. Tom Lee: "The crypto liquidation over the past few days created a price decline in ETH which BitMine took advantage of. We acquired [------] ETH tokens over the past few days pushing our ETH holdings to over [--] million or 2.5% of the supply of ETH. We are now more than halfway towards our initial pursuit of the 'alchemy of 5%' of ETH.""
X Link 2025-10-13T12:41Z 324.4K followers, 241K engagements

"https://x.com/i/spaces/1dRKZaVQbXbxB https://x.com/i/spaces/1dRKZaVQbXbxB"
X Link 2025-10-15T16:29Z 323.9K followers, 64.2K engagements

"TRUMP: - WE ARE IN A TRADE WAR WITH CHINA - INDIA ASSURED ME THEY WOULD STOP BUYING RUSSIAN OIL - [--] OR [--] WARS HAVE BEEN SOLVED BECAUSE OF MY USE OF TARIFFS he's bringing back the tariff conversation again publicly likely trying to gain more leverage before the meeting with China"
X Link 2025-10-15T20:42Z 323.8K followers, 249K engagements

"BREAKING: Chamath Palihapitiya Donald Trump Jr and Laura Ingraham are launching a new SPAC. Chamath is the founder of Social Capital Don Jr. is the President's son & Laura Ingraham hosts "The Ingraham Angle on Fox News. It will be incorporated in the Cayman Islands"
X Link 2025-10-19T20:36Z 324.4K followers, 428.1K engagements

"$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them.""
X Link 2025-10-28T18:58Z 324K followers, 556.7K engagements

"$PLTR ❤ [---] hundred reasons to remember how special the journey has been"
X Link 2025-10-31T14:33Z 324.1K followers, 81.6K engagements

"Todays Equity Edge episode will be on $VIAV a leader in network test monitoring and assurance solutions. Compelling valuation along with themes in telecommunications and data centers. Live with @stocktalkweekly at 12:30 PM EST https://x.com/i/spaces/1vAxRQdEkZqJl https://x.com/i/spaces/1vAxRQdEkZqJl"
X Link 2025-11-05T16:50Z 324.4K followers, 42.5K engagements

"https://x.com/i/spaces/1vAxRQdEkZqJl https://x.com/i/spaces/1vAxRQdEkZqJl"
X Link 2025-11-05T17:30Z 324.3K followers, 64.1K engagements

"$HOOD ROBINHOOD Q3 [----] EARNINGS: $1.27B Revenue +100% YoY $556M Net Income +271% YoY $0.61 EPS +259% YoY $742M Adjusted EBITDA +177% YoY 3.9M Gold Subscribers +77% YoY 26.8M Funded Customers +10% YoY $333B Platform Assets +119% YoY Vlad is on a mission"
X Link 2025-11-05T21:40Z 324.4K followers, 220K engagements

"BREAKING: Amazon $AMZN is investing up to $50B to expand AI and supercomputing infrastructure for US government agencies. - Amazon Web Services (AWS) will build and deploy the first-ever AI and high-performance computing (HPC) purpose-built infrastructure for the U.S. government. - New investment will add nearly [---] gigawatts of compute capacity across AWS Top Secret AWS Secret and AWS GovCloud (US) Regions across all classification levels. - Expands access to AWS's trusted infrastructure and comprehensive AI services to help government agencies advance Americas AI leadership. $50B just for"
X Link 2025-11-24T16:21Z 324.3K followers, 257.9K engagements

"The more you look at the data the more it truly seems like we are living in a bifurcated economy. Lower-end consumers are struggling and an estimated 67% say they are living paycheck-to-paycheck in the United States. The top 10% are responsible for 50% of all the spending and have benefited deeply from rising stock prices. What's the solution To me it is a continual focus to invite more people into the ownership economy as that seems like the only non-political way to not be stuck within the bifurcated part of the economy that is deeply struggling. Latest piece on Substack below as always no"
X Link 2025-11-26T00:48Z 324.1K followers, 126.1K engagements

"Cathie Wood $ARKK today: Buys: $ACHR [------] shares $OKLO [------] shares Sells: $TSLA [-----] shares $PLTR [-----] shares $RKLB [------] shares $SHOP [-----] shares"
X Link 2025-12-23T01:22Z 324.4K followers, 250.8K engagements

"i am not a guy who tends to shop often but Ive had the same winter boots since [----] so i went to some outlet stores that are popular here in Jersey for the discounts today to get some new boots PACKED like I cant find parking type of packed no recession here 😂"
X Link 2025-12-26T19:09Z 324.3K followers, 103.8K engagements

"TODAY IS WARREN BUFFETTS FINAL DAY AS CEO OF BERKSHIRE HATHAWAY. The simple reason for why hes the GOAT: Compounded Annual Gain from 19642024: - Berkshire Hathaway: 19.9% per year - S&P 500: 10.4% per year Overall Gain from 19642024: - Berkshire Hathaway: 5500000% return - S&P 500: 39000% return Over roughly six decades Berkshire compounded at nearly double the annual rate of the S&P [---]. Many managers got better yearly returns but no one has been able to beat the S&P by 100% for over six decades. The discipline that it takes to create that longevity is why hes the GOAT."
X Link 2025-12-31T16:38Z 324.3K followers, 119.3K engagements

"Cant even blame retail for leaving what seems to be dead money in an environment like this I just cant chase something with a very high valuation but you look dumb holding on to something not moving vs something up 50% Ultimately comes down to what type of investor you are and at this point i am fine with holding some i understand and believe vs chasing"
X Link 2026-01-15T17:06Z 324.3K followers, 10.6K engagements

"BREAKING: President Trump is lowering tariffs to 15% from Taiwan. In return Taiwan is pledging $250B in chip related investments. TSMC had one of their best earnings in history today increasing revenue guidance by $2B and gross margins by 5%. The onshoring trade to bring more chip manufacturing to the United States continues to be on and with the increased demand from TSM (stretching to 2029) it seems like the broader AI theme continues to be intact. $TSMC $AMKR $INTC $NVDA $AMD https://twitter.com/i/web/status/2011884387978420640 https://twitter.com/i/web/status/2011884387978420640"
X Link 2026-01-15T19:33Z 324.4K followers, 102.7K engagements

"GERMANY MORNING PRICE ACTION FOR US EQUITIES: If this continues overnight markets may show these prices line up to the current quotes. Can take any requests & try to convert the prices for certain tickers in the comments but not all are fully liquid or quoted in Germany"
X Link 2026-01-19T14:47Z 324.4K followers, 251.2K engagements

"alright 1% down on the S&P around 4-5% on individual growth names last time we saw a 5% pullback on the $SPX individual growth names fell 50% not sure if that happens this time or if we get a TACO sooner than not any key stocks/levels people are eyeing for entry"
X Link 2026-01-20T03:11Z 323.8K followers, 312.7K engagements

"Gold going for $5000 and Silver going for $100 🤯 They both dipped yesterday after Trump took off the Greenland Tariffs because more stability is supposed to be bad for assets that hedge yet today they are right back on track. If treasuries are being dumped across the world feels like the beneficiaires are the commodities as central banks diversify from the USD One can argue that Gold and Silver are not as safe as a US 10-yr guaranteed yield but they continue to outperform and offer a better return to those that keep buying in. Have you sold Gold/Silver or are you adding to them"
X Link 2026-01-22T17:09Z 324.4K followers, 76.9K engagements

"@lefttailguy i wonder which one has 50% operating margins and is actually keeping the most important governments safe lol"
X Link 2026-01-23T01:33Z 324.3K followers, 42.4K engagements

"$GME MICHAEL BURRYS LATEST SUBSTACK IS A BULLISH ARGUMENT TO GO LONG GAMESTOP. Now it makes sense why Ryan Cohen CEO bought 1M shares last week. The largest voice of the AI bubble crowd has decided his next big bet is Gamestop. I own GME. I have been buying recently. I expect I am buying at what may soon be 1x tangible book value / 1x net asset value. And getting a young Ryan Cohen investing and deploying the companys capital and cash flows. Perhaps for the next [--] years. $GME +8% https://twitter.com/i/web/status/2015835930154930327 https://twitter.com/i/web/status/2015835930154930327"
X Link 2026-01-26T17:15Z 324.1K followers, 112.6K engagements

"TRUMP IS OKAY WITH A WEAK DOLLAR. So part of the move in precious metals has likely been a rotation or diversification by central banks/funds out of the USD. The $DXY or dollar index hit its lowest level this year at $95.80. For context it was at $109 before Trump came into office. It's now down 11% over the past year. Why does this matter [--]. When the dollar weakens U.S. goods become cheaper for foreign buyers. That means more exports more demand more jobs which helps big exporters manufacturers and multinationals. This is EXACTLY what Trump wants to decrease the trade deficit. [--]. When the"
X Link 2026-01-28T00:30Z 324.3K followers, 255.3K engagements

"POWELL: GOLD AND SILVER AREN'T RUNNING BECAUSE THE US IS LOSING CREDIBILITY lol.okay"
X Link 2026-01-28T20:13Z 324K followers, 234.1K engagements

"$META META Q4 [----] EARNINGS: $59.9B Revenue +24% YoY $8.88 EPS +11% YoY $115-$135B of capex guidance Ad impressions +14% YoY Average price per Ad +10% YoY Mark Zuckerberg: "I'm looking forward to advancing personal superintelligence for people around the world in 2026.""
X Link 2026-01-28T21:46Z 324K followers, 74.3K engagements

"$HOOD BLOOMBERG: US WEIGHS TAPPING ROBINHOOD FOR TRUMP ACCOUNTS FOR CHILDREN you don't say. Robinhood doesn't need to get all the accounts but if they get even 50% of them that's 1M+ new accounts per YEAR added to the platform that will be holding assets on the platform for 30+ years. very bullish $HOOD Alright weve got to discuss whats going on right now When we found out that Brad Gerstner bought $120M of Robinhood last quarter what I failed to realize is that Brad is THE person who is pushing InvestAmerica. InvestAmerica is a piece of legislation that allows https://t.co/9wyvgrDhKW $HOOD"
X Link 2026-01-29T22:06Z 324.1K followers, 207.7K engagements

"$TSLA BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI bro Musk has also discussed using SpaceXs Starship rockets to carry Teslas Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceXs data centers in orbit if the company can make the engineering work. if this happensElon will be meeting the requirements for his $1T compensation 😂 https://twitter.com/i/web/status/2017001950563160517 https://twitter.com/i/web/status/2017001950563160517"
X Link 2026-01-29T22:28Z 324.4K followers, 258.2K engagements

"crypto 🤢🤮"
X Link 2026-01-31T17:47Z 324K followers, 151K engagements

"bought $MSFT not that confident in the purchase but down 25% from the highs and almost below a $3T marketcap for missing cloud rev by 2% seems extreme maybe the OpenAI headwinds continue to exist fully prepared to average down but dipping toes SaaS carnage continues"
X Link 2026-02-03T17:19Z 324.3K followers, 191.6K engagements

"@sama billionaire beef is the best kind"
X Link 2026-02-03T23:00Z 323.8K followers, 110.7K engagements

"@jrouldz Did a deep dive on them at $230 and the only issue I had was valuation Valuation is much more compelling now"
X Link 2026-02-08T01:46Z 324.3K followers, 37.8K engagements

"@Mr_Derivatives AI 😆 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo https://t.co/7wUReuMqi8 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo"
X Link 2026-02-10T17:38Z 324K followers, 35.8K engagements

"@ChrisCamillo"
X Link 2026-02-10T22:36Z 324.2K followers, [----] engagements

"No having a cellphone is not mandatory. That is absolutely a view coming from privilege. Billions of people live with no cellphone. BTW even if it is essentialshould people be paid [--] cents an hour to make it Are you okay with using your phone for Apple and Googles profit margins"
X Link 2026-02-11T01:31Z 324K followers, [---] engagements

"@Mopar4Life @JuanRodrig07 You know what also ruins families Someone being paid 50c an hour so you can enjoy your iPhone"
X Link 2026-02-11T02:17Z 324K followers, [---] engagements

"@plureonic @JuanRodrig07 Why do options or derivatives exist"
X Link 2026-02-11T03:29Z 324K followers, [---] engagements

"@howardlindzon 25K banking accounts $400M in deposits 50% direct deposit So much room to grow on the non degenerate side of the business"
X Link 2026-02-11T17:43Z 324.3K followers, 23K engagements

"@StockMKTNewz $76.50"
X Link 2026-02-11T19:18Z 324.3K followers, 13.3K engagements

"@Sumeet2692 @StockMKTNewz $BTC needs to dip hard for that but its possible"
X Link 2026-02-11T19:52Z 324.3K followers, [----] engagements

"@JulieLaw812 Appreciate you Julie"
X Link 2026-02-11T20:26Z 324.4K followers, [----] engagements

"RT @stocktalkweekly: In October of last year I began 'Equity Edge' with @amitisinvesting Since then I've pitched [--] stocks: Oct [--] - $AMK"
X Link 2026-02-11T23:25Z 324.3K followers, [--] engagements

"@MikeLongTerm Was really nice to see the video callthey are putting in MUCH more effort"
X Link 2026-02-12T01:29Z 324.4K followers, [----] engagements

"@ThaDeGen Yeah on second glance I do not hate the move but Im not sure it immediately adds to fintech growthdefinitely a longer term acquisition. Also they didnt spend $425M thats the value of the company so likely was much cheaper for them"
X Link 2026-02-12T01:44Z 324.4K followers, [----] engagements

"@jp_strategic Maybe one day $HOOD will make the list 😂"
X Link 2026-02-12T04:42Z 324.4K followers, [----] engagements

"@Couch_Investor seems like this has been the correlation"
X Link 2026-02-05T13:40Z 324.4K followers, 13.9K engagements

"@RangarajSrikan1 Yup. If gold and silver are taking up capital non-growth growth stocks are not going to get the bid when meta amzn msft get sold off. Just easier to buy big tech or names growing 30-40% but being sold off"
X Link 2026-02-12T00:19Z 324.4K followers, [----] engagements

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@amitisinvesting
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