#  @becomethetape brett favre capital brett favre capital posts on X about $vpg, $dna, $tsla, ai the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1372594213632811016/interactions)  - [--] Week [-----] +89% - [--] Month [------] +279% - [--] Months [-------] -95% - [--] Year [---------] +67% ### Mentions: [--] [#](/creator/twitter::1372594213632811016/posts_active)  - [--] Week [--] +7.90% - [--] Month [--] +211% - [--] Months [---] +681% - [--] Year [---] +2,031% ### Followers: [---] [#](/creator/twitter::1372594213632811016/followers)  - [--] Week [---] +2.90% - [--] Month [---] +14% - [--] Months [---] +23% - [--] Year [---] +118% ### CreatorRank: [---------] [#](/creator/twitter::1372594213632811016/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [automotive brands](/list/automotive-brands) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [countries](/list/countries) [celebrities](/list/celebrities) [exchanges](/list/exchanges) **Social topic influence** [$vpg](/topic/$vpg), [$dna](/topic/$dna) #2, [$tsla](/topic/$tsla), [ai](/topic/ai), [$brr](/topic/$brr), [open ai](/topic/open-ai) #3265, [$bcar](/topic/$bcar), [$500m](/topic/$500m) #110, [$btc](/topic/$btc), [in the](/topic/in-the) **Top accounts mentioned or mentioned by** [@aleabitoreddit](/creator/undefined) [@ericjackson](/creator/undefined) [@citronresearch](/creator/undefined) [@ginkgo](/creator/undefined) [@citrini7](/creator/undefined) [@mikealfred](/creator/undefined) [@tedhzhang](/creator/undefined) [@beachtrades](/creator/undefined) [@apompliano](/creator/undefined) [@zastocks](/creator/undefined) [@kingtutcap](/creator/undefined) [@robertdurant7](/creator/undefined) [@thematictrader](/creator/undefined) [@gmexbbbyq](/creator/undefined) [@tkcody](/creator/undefined) [@jjeffrey100](/creator/undefined) [@geigercapital](/creator/undefined) [@donaldjtrumpjr](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@wallstengine](/creator/undefined) **Top assets mentioned** [Muhdo Hub (DNA)](/topic/$dna) [Tesla, Inc. (TSLA)](/topic/$tsla) [ProCap BTC (BRR)](/topic/$brr) [Bitcoin (BTC)](/topic/$btc) [Asset Entities Inc. (ASST)](/topic/$asst) [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$cep) [retard to retired (R/R)](/topic/$rr) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [OpenServ (SERV)](/topic/$serv) [XPENG INC. (XPEV)](/topic/$xpev) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Zcash (ZEC)](/topic/$zec) [Cypherpunk Technologies Inc. (CYPH)](/topic/$cyph) [Bloom Energy Corporation (BE)](/topic/$be) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [American Eagle Outfitters (AEO)](/topic/$aeo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Sanmina Corp (SANM)](/topic/$sanm) [Advanced Micro Devices (AMD)](/topic/$amd) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [MP Materials Corp. (MP)](/topic/$mp) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [TrumpCoin (DJT)](/topic/$djt) [Iris Energy Limited (IREN)](/topic/$iren) [Arteris, Inc. (AIP)](/topic/$aip) [Teradyne, Inc. (TER)](/topic/$ter) [Regal Rexnord, Corp. (RRX)](/topic/$rrx) [Nextracker Inc. (NXT)](/topic/$nxt) [Micropolis Holding Company (MCRP)](/topic/$mcrp) [pepe in a memes world (PEW)](/topic/$pew) [Applied Digital Corp. (APLD)](/topic/$apld) [AIRO Group Holdings, Inc. (AIRO)](/topic/$airo) [TeraWulf Inc. (WULF)](/topic/$wulf) ### Top Social Posts Top posts by engagements in the last [--] hours "@jivraj_sachar @htaneja Any updates on outstanding SPACs $HAAC $REVH $CPAR" [X Link](https://x.com/becomethetape/status/1508480852640075787) 2022-03-28T16:27Z [---] followers, [--] engagements "Consumers are voting with their money. Target sending home employees in my area bc there are no shoppers. $TGT #capitalism" [X Link](https://x.com/becomethetape/status/1663963082056507393) 2023-05-31T17:38Z [---] followers, [--] engagements "$FFIE craziest move ever in [--] trading sessions" [X Link](https://x.com/becomethetape/status/1791507460710166977) 2024-05-17T16:33Z [--] followers, [---] engagements "@GMExBBBYQ @TKCODY @JJeffrey100 @Geiger_Capital Individuals can carryover capital losses indefinitely and write off $3k per year against gains. Could write off the full $1m if he made $1m *in the same tax year* as the $1m loss. CPA so what do i know Also personally have a 300k cap loss carryover- will take [---] yr [--] use" [X Link](https://x.com/becomethetape/status/1866895042603839686) 2024-12-11T17:17Z [--] followers, [--] engagements "@GMExBBBYQ @TKCODY @JJeffrey100 @Geiger_Capital The guy with GME in his name is definitely right 😂 https://buff.ly/400nDhn https://buff.ly/400nDhn" [X Link](https://x.com/becomethetape/status/1866895542774624547) 2024-12-11T17:19Z [--] followers, [---] engagements "😂😂 Fire every one of these Overpaid DEI hires ASAP. Janisse Quinones - LA Department of Water and Power CEO Salary: $750000 Kristina Crowley - First LGBTQ fire chief. Salary: $439722 Kristina Kepner - first Lesbian Assistant Chief LAFD. Salary: $264468 Kristine Larson - Fire every one of these Overpaid DEI hires ASAP. Janisse Quinones - LA Department of Water and Power CEO Salary: $750000 Kristina Crowley - First LGBTQ fire chief. Salary: $439722 Kristina Kepner - first Lesbian Assistant Chief LAFD. Salary: $264468 Kristine Larson -" [X Link](https://x.com/becomethetape/status/1877589016813383739) 2025-01-10T05:31Z [--] followers, [--] engagements "@TedHZhang I mean its great to see the "tide shifting". But where were all these people's principles and values when it mattered. Now the popular thing is to side with Trump" [X Link](https://x.com/becomethetape/status/1877811035911892998) 2025-01-10T20:13Z [--] followers, [--] engagements "$RKLB $RDW $LUNR $DXYZ look great and this little guy is awfully quiet off the 50d" [X Link](https://x.com/becomethetape/status/1885390041041588336) 2025-01-31T18:09Z [--] followers, [---] engagements "@KULRTech now is the time to drop a fire PR. Stock would double. Look at $RKLB $RDW $LUNR etc etc" [X Link](https://x.com/becomethetape/status/1885394224289304807) 2025-01-31T18:26Z [--] followers, [---] engagements "If trump buys bitcoin w the sovereign wealth fund we gonna rip. #dialed and ready Well. This feels like a very very significant candle https://t.co/RX4kbiHBQF Well. This feels like a very very significant candle https://t.co/RX4kbiHBQF" [X Link](https://x.com/becomethetape/status/1886577996280090815) 2025-02-04T00:50Z [--] followers, [--] engagements "@ibuycheapstocks @kylecscho $serv did a $200m shelf in sep24. Exercised $80m of that in Jan. Look at the stock now" [X Link](https://x.com/becomethetape/status/1887999520031596783) 2025-02-07T22:58Z [---] followers, [----] engagements "@ZaStocks @TLAMB91 $SERV just did a 200M shelf in September and 90m sale in Jan fwiw $RR huge catalyst Sunday - may go viral. M&A target $MCD etc https://www.nrn.com/restaurant-technology/richtech-robotics-debuts-robot-run-coffee-shop-in-las-vegas https://www.nrn.com/restaurant-technology/richtech-robotics-debuts-robot-run-coffee-shop-in-las-vegas" [X Link](https://x.com/becomethetape/status/1888058988408742075) 2025-02-08T02:55Z [---] followers, [---] engagements "$MCRP autonomous #humanoid robotics will catch fire. 4m float https://t.co/fHsOY9GtCW $TSLA cool will get all pumped about their robots https://t.co/fHsOY9GtCW $TSLA cool will get all pumped about their robots" [X Link](https://x.com/becomethetape/status/1904681139245133892) 2025-03-25T23:45Z [--] followers, [---] engagements "With IPOs going nuts $CRWV $WTF $NMAX - $MCRP could top them all. If you think the first direct list from Dubai isnt going to get tons of PR youre crazy. Oh and its got a 3.8m float for awhile #autonomous #robotics $TSLA Dubai event in April as well catalysts galore" [X Link](https://x.com/becomethetape/status/1907164416396665190) 2025-04-01T20:13Z [--] followers, [---] engagements "Someone explain to me in what world Trump doesnt executive order #rareearths in some fashion. Chinas domination of the supply chain is a national security issue $MP $USAR only [--] tickers to play" [X Link](https://x.com/becomethetape/status/1910095227865760141) 2025-04-09T22:19Z [--] followers, [---] engagements "I miss TD Ameritrade. Whats the closest thing Schwab and Fidelity bleh" [X Link](https://x.com/becomethetape/status/1911485456941752781) 2025-04-13T18:23Z [--] followers, [--] engagements "$CLBR $CEP buckle up" [X Link](https://x.com/becomethetape/status/1915413937937318249) 2025-04-24T14:34Z [--] followers, [----] engagements "Before the crowd though its impossible to know when the DT jr. tweets will flow $CLBR. Maybe the most epic ticker ever after merger $PEW would be shocked if this doesn't hit $100 esp after some idiot shares redeem after the vote and float gets tighter $CEP hitting $30. $CLBR next $CEP hitting $30. $CLBR next" [X Link](https://x.com/becomethetape/status/1916920684900503779) 2025-04-28T18:21Z [---] followers, [---] engagements "$CLBR 17m float i believe. Traded 15m shares since 4/23. Arbitrage funds should be out by end of today. After hours and tomorrow on high alert for crazy town $CEP $BULL $DWAC" [X Link](https://x.com/becomethetape/status/1916938871117382068) 2025-04-28T19:33Z [---] followers, [---] engagements "$CEP looks like it wants to rip to $50. Meanwhile $CLBR trading barely above NAV while Trump Jr. just said "big things coming" (remember Trump's tweet 'great time to buy' before we gapped up 9%)" [X Link](https://x.com/becomethetape/status/1917351306903118156) 2025-04-29T22:52Z [---] followers, [----] engagements "could honestly see $BTC going 100k+ CEP going ballistic. folks will be looking for the next SPAC. Theres only two trade-able SPACs rn IMO $CEP $CLBR. if you dont think CLBR will continue to push PR out you haven't been paying attention" [X Link](https://x.com/becomethetape/status/1917352448500588739) 2025-04-29T22:57Z [---] followers, [----] engagements "$CLBR $CEP kind of shocked this SPAC sitting at $12 hasn't been found my most people yet. Once this starts catching volume it could actually $DWAC aka 10x" [X Link](https://x.com/becomethetape/status/1917745250291831032) 2025-05-01T00:57Z [---] followers, [----] engagements "$CEP trying for that $50 tag. absolute monster. Probably about time to scale out $CLBR next $DJT $DWAC could honestly see $BTC going 100k+ CEP going ballistic. folks will be looking for the next SPAC. Theres only two trade-able SPACs rn IMO $CEP $CLBR. if you dont think CLBR will continue to push PR out you haven't been paying attention could honestly see $BTC going 100k+ CEP going ballistic. folks will be looking for the next SPAC. Theres only two trade-able SPACs rn IMO $CEP $CLBR. if you dont think CLBR will continue to push PR out you haven't been paying attention" [X Link](https://x.com/becomethetape/status/1917934704373772612) 2025-05-01T13:30Z [---] followers, [---] engagements "@realDonaldTrump @DonaldJTrumpJr response to this could 2x the stock in minutes $CLBR perfectly positioned as the top online retailer for guns. profitable and growing. Walmart / Dicks Sporting / etc leaving the space left a massive unmet market $CEP $DJT Yesterday I introduced legislation to ban assault weapons. It's common sense. It will save lives. And it's long overdue. https://t.co/yYxGmX5l92 Yesterday I introduced legislation to ban assault weapons. It's common sense. It will save lives. And it's long overdue. https://t.co/yYxGmX5l92" [X Link](https://x.com/becomethetape/status/1917947745517584552) 2025-05-01T14:22Z [---] followers, [---] engagements "$clbr believe this will look super obvious in hindsight $pew. Reiterating this for all the after-the-fact furus. Think everyone has the mindset ill buy when ticker change which makes me think this runs well before that (i.e $CEP) @DonaldJTrumpJr $CLBR $CEP kind of shocked this SPAC sitting at $12 hasn't been found my most people yet. Once this starts catching volume it could actually $DWAC aka 10x https://t.co/whPzjul0K3 $CLBR $CEP kind of shocked this SPAC sitting at $12 hasn't been found my most people yet. Once this starts catching volume it could actually $DWAC aka 10x" [X Link](https://x.com/becomethetape/status/1918086226726289673) 2025-05-01T23:32Z [---] followers, [----] engagements "$GWAV kind of reminds me of $TSSI story in the sense of established company beaten down stock at a major turning point. All will rely on execution obviously. Im still digging through but open to hear any thoughts $mp $uamy $nb $usar" [X Link](https://x.com/becomethetape/status/1944768915197849973) 2025-07-14T14:40Z [---] followers, [----] engagements "$APLD $NVTS" [X Link](https://x.com/becomethetape/status/1944817159630164370) 2025-07-14T17:51Z [---] followers, [---] engagements "Theres not much fintwit chatter on $NVTS 🤔" [X Link](https://x.com/becomethetape/status/1945920860327379105) 2025-07-17T18:57Z [---] followers, [---] engagements "Drone stocks #hammer candles galore $avav $umac #airo" [X Link](https://x.com/becomethetape/status/1947726042853933074) 2025-07-22T18:30Z [---] followers, [---] engagements "$AIRO $VOYG $UAVS" [X Link](https://x.com/becomethetape/status/1948057877916094687) 2025-07-23T16:29Z [---] followers, [---] engagements "$AIRO Sky-Watch has ties to $PLTR #defense #drones already being used in Ukraine https://defence-industry.eu/sky-watch-enters-into-cooperation-with-palantir-technologies/ https://defence-industry.eu/sky-watch-enters-into-cooperation-with-palantir-technologies/" [X Link](https://x.com/becomethetape/status/1948060179754274985) 2025-07-23T16:38Z [---] followers, [---] engagements "$AEO show me a 100m volume bar tmmrw if this catches on. this is meme worthy Sydney Sweeney for American Eagle https://t.co/7RFIbKtcPq Sydney Sweeney for American Eagle https://t.co/7RFIbKtcPq" [X Link](https://x.com/becomethetape/status/1948108152748077516) 2025-07-23T19:49Z [---] followers, [---] engagements "$AEO + Sydney Sweeney. this has all the ingredients for a hilarious MEME run. Seeing 21m shares short @stocktalkweekly @StockMKTNewz @Fxhedgers @hkuppy @wallstengine @ericjackson @zerohedge Sydney Sweeney for American Eagle's Fall [----] campaign https://t.co/ps2oZjKSy1 Sydney Sweeney for American Eagle's Fall [----] campaign https://t.co/ps2oZjKSy1" [X Link](https://x.com/becomethetape/status/1948123247196668312) 2025-07-23T20:49Z [---] followers, [---] engagements "$AEO professional technical analysis says $20 incoming 👀" [X Link](https://x.com/becomethetape/status/1948127071064002778) 2025-07-23T21:04Z [---] followers, [----] engagements "Sydney Sweeney's previous partnership resulted in a $1.5B deal shortly after for Dr. Squatch $AEO" [X Link](https://x.com/becomethetape/status/1948136995244409191) 2025-07-23T21:43Z [---] followers, [---] engagements "Fav setup into next week - dips getting bought + NVDA partnership (legit not just fluff PR) + huge short float + copper tariff/shortage $nvts" [X Link](https://x.com/becomethetape/status/1949570964360171963) 2025-07-27T20:41Z [---] followers, [---] engagements "@StockSavvyShay $NVTS $APLD" [X Link](https://x.com/becomethetape/status/1950685013156008250) 2025-07-30T22:28Z [---] followers, [----] engagements "$WULF on this $GOOGL move Think it has its day here soon. $IREN $CIFR" [X Link](https://x.com/becomethetape/status/1963264483544928667) 2025-09-03T15:35Z [---] followers, [---] engagements "This should set off $WULF #chart NEBIUS $NBIS REPORTS $17.4 BILLION DOLLAR PACT THROUGH [----] WITH MICROSOFT $MSFT - Bloomberg We have been talking about this name a bunch on the spaces free alpha given out every day @StocksOnSpaces https://t.co/W7PJHSk139 NEBIUS $NBIS REPORTS $17.4 BILLION DOLLAR PACT THROUGH [----] WITH MICROSOFT $MSFT - Bloomberg We have been talking about this name a bunch on the spaces free alpha given out every day @StocksOnSpaces https://t.co/W7PJHSk139" [X Link](https://x.com/becomethetape/status/1965174942821228692) 2025-09-08T22:06Z [---] followers, [---] engagements "$SLDP on the $QS move usually lags $QS by a few days" [X Link](https://x.com/becomethetape/status/1968701802779398600) 2025-09-18T15:41Z [---] followers, [---] engagements "$BKKT 11.2m public float (per ChatGPT). This could really go $IREN" [X Link](https://x.com/becomethetape/status/1970127180131639514) 2025-09-22T14:04Z [---] followers, [---] engagements "Not overthinking how the rest of the tape is acting but pretty big reversal bar on $TSLA today. its been on a tear & a pullback would be healthy. but wonder if foreshadowing some broader momo digestion" [X Link](https://x.com/becomethetape/status/1973838604083367942) 2025-10-02T19:52Z [---] followers, [---] engagements "You can currently buy $SANM for 2% higher than after its Q3 earnings beat at the end of July [----]. They're expecting to close the ZT Systems acquisition in Q4 [----] (mgmt has indicated ideally before earnings on 11/4). @Citrini7 would love your thoughts Sanmina will benefit huge from $AMD OpenAI deal $SANM - Sanmina's $3B Bet on AI Infrastructure: A Strategic Play for the $500B Data Center Revolution Written bySamuel Reed Monday May [--] [----] 7:54 am ET The AMD Partnership: A Pipeline to Dominance The partnership with AMD Sanmina will benefit huge from $AMD OpenAI deal $SANM - Sanmina's $3B Bet" [X Link](https://x.com/becomethetape/status/1975660248867168265) 2025-10-07T20:31Z [---] followers, [---] engagements "Surprised $AIP not gunning on this $AMD move @pennycheck" [X Link](https://x.com/becomethetape/status/1975953508559163411) 2025-10-08T15:56Z [---] followers, [---] engagements "If $AMD breaks the OpenAI highs $AIP $SAMN on high watch. Can't believe the lack of fintwit chatter on these two. but that makes me like it even more https://www.stocktitan.net/news/AIP/arteris-to-provide-flex-gen-smart-no-c-ip-in-next-generation-amd-ai-blwksuwakkwr.html https://www.stocktitan.net/news/AIP/arteris-to-provide-flex-gen-smart-no-c-ip-in-next-generation-amd-ai-blwksuwakkwr.html" [X Link](https://x.com/becomethetape/status/1975969788385165679) 2025-10-08T17:01Z [---] followers, [---] engagements "$VERI looks juicy "The company stated it is on track to formalize partnerships with nearly every major hyperscaler by the end of [----]. Veritones technology focuses on transforming unstructured data into actionable license-ready intelligence for AI development"" [X Link](https://x.com/becomethetape/status/1978831341115384016) 2025-10-16T14:32Z [---] followers, [---] engagements "$RKLY Senvest Management UBS OConnor and Medtronic are in the PIPE (S-1). They will NOT be dumping. This isnt some shitty $SOAC $BLUW $HLBZ type deal. 🚀🚀" [X Link](https://x.com/becomethetape/status/1436045246060797960) 2021-09-09T19:14Z [---] followers, [--] engagements "$rr advisory board $MCD" [X Link](https://x.com/becomethetape/status/1888657043239715320) 2025-02-09T18:31Z [--] followers, [----] engagements "@geoffreyporte20 @neilsbhatia Love ur posts geoffrey but one of the hottest private cos of all time is not going to reverse merge w a beaten down 300MC biz. 0% chance. Super bullish MVIS via large agreement and/or buyout however" [X Link](https://x.com/becomethetape/status/1896267345099907203) 2025-03-02T18:32Z [---] followers, [---] engagements "$UAMY $NB $MP $USAR (first two are my picks). The Pentagon is moving quickly to secure U.S. access to critical minerals aiming to cut reliance on China for rare earth magnets. Officials say more investments are being considered with $540M already committed to support U.S. and allied supply chains. - CNBC https://t.co/DAoy0YeXxm The Pentagon is moving quickly to secure U.S. access to critical minerals aiming to cut reliance on China for rare earth magnets. Officials say more investments are being considered with $540M already committed to support U.S. and allied supply chains. - CNBC" [X Link](https://x.com/becomethetape/status/1945176302773755950) 2025-07-15T17:39Z [---] followers, [---] engagements "not many tight pivots. but here's one at the heart of the AI build out $CLS" [X Link](https://x.com/becomethetape/status/1970206799455535363) 2025-09-22T19:21Z [---] followers, [--] engagements "$LAC and $SGML used to like running together" [X Link](https://x.com/becomethetape/status/1970869582865797514) 2025-09-24T15:15Z [---] followers, [---] engagements "$SGML LULA TO DISCUSS CRITICAL METALS PLAN WITH TRUMP: CNN BRASIL LULA TO DISCUSS CRITICAL METALS PLAN WITH TRUMP: CNN BRASIL" [X Link](https://x.com/becomethetape/status/1971226713091866641) 2025-09-25T14:54Z [---] followers, [--] engagements "$amd free float is around 1.6B. Has already traded 600m through Thurs. will probably trade 40-45% of the float this week. Just insane for a company this size $sanm $aip" [X Link](https://x.com/becomethetape/status/1976377031517667656) 2025-10-09T19:59Z [---] followers, [---] engagements "This news [--] day before the recent Trump tariffs. Official action next week $NTGR $ADTN $EXTR $NTGR US WEIGHS ACTION AGAINST CHINA-CONNECTED ROUTER GIANT TP-LINK $ADTN $EXTR $NTGR US WEIGHS ACTION AGAINST CHINA-CONNECTED ROUTER GIANT TP-LINK" [X Link](https://x.com/becomethetape/status/1976767209273016396) 2025-10-10T21:50Z [---] followers, [---] engagements "$NTGR December 2024: The Commerce Department's decision expected next year could mark one of the most significant moves to purge Chinese tech from U.S. infrastructure since Huawei. Oct 9th 2025: U.S. WEIGHS BAN ON TP-LINK ROUTERS OVER NATIONAL SECURITY RISKS - WSJ Federal authorities are investigating Chinese router giant TP-Link which holds 65% of the U.S. home router market for security vulnerabilities linked to cyberattacks. The probes follow concerns about https://t.co/1XFZa1ytbJ U.S. WEIGHS BAN ON TP-LINK ROUTERS OVER NATIONAL SECURITY RISKS - WSJ Federal authorities are investigating" [X Link](https://x.com/becomethetape/status/1976769352696578177) 2025-10-10T21:58Z [---] followers, [---] engagements "@JaguarAnalytics $NTGR 👀 thank you for the find. Reminds me of the cadence of the rare earth exec orders. TP-Link initial determination seems highly likely (also considering the Nov [--] deadline and recent Trump tweets) and not priced in" [X Link](https://x.com/becomethetape/status/1976814978041778456) 2025-10-11T00:59Z [---] followers, [----] engagements "on this $IRBT news + $TSLA Optimus [--] in early Nov. Robotics theme has a ton of catalysts. $MBOT has my eye. Commercialization starting Q4 https://www.stocktitan.net/news/MBOT/microbot-medical-secures-u-s-based-logistics-partner-to-support-the-3mu8rca176j3.html https://www.stocktitan.net/news/MBOT/microbot-medical-secures-u-s-based-logistics-partner-to-support-the-3mu8rca176j3.html" [X Link](https://x.com/becomethetape/status/1978483148955525602) 2025-10-15T15:28Z [---] followers, [----] engagements "$MBOT $MBOT 👀 "The company has developed the worlds first single-use fully disposable endovascular robotic system which aims to eliminate traditional barriers to accessing advanced robotic systems" #medical #endovascular #robotics https://t.co/hcqMfRfQ0Y $MBOT 👀 "The company has developed the worlds first single-use fully disposable endovascular robotic system which aims to eliminate traditional barriers to accessing advanced robotic systems" #medical #endovascular #robotics https://t.co/hcqMfRfQ0Y" [X Link](https://x.com/becomethetape/status/1978483403386224810) 2025-10-15T15:29Z [---] followers, [---] engagements "@beach_trades $MBOT at a great level. https://www.stocktitan.net/news/MBOT/microbot-medical-secures-u-s-based-logistics-partner-to-support-the-3mu8rca176j3.html https://www.stocktitan.net/news/MBOT/microbot-medical-secures-u-s-based-logistics-partner-to-support-the-3mu8rca176j3.html" [X Link](https://x.com/becomethetape/status/1978498525546607090) 2025-10-15T16:29Z [---] followers, [---] engagements "my goodness did someone finally figure out that $VPG is the ONLY pure play on Humanoids besides $TSLA I think VPG goes over $100 by EOY. Pinned tweet. I think VPG goes over $100 by EOY. Pinned tweet" [X Link](https://x.com/anyuser/status/1978525514991128804) 2025-10-15T18:16Z [---] followers, [----] engagements "$BWXT up 25% since $BWXT. still a sleeper to the masses $BWXT. still a sleeper to the masses" [X Link](https://x.com/becomethetape/status/1978835507422372108) 2025-10-16T14:48Z [---] followers, [--] engagements "Trying to get positioned early into robotics names ahead of $TSLA 11/6 Optimus [--] reveal. $MBOT has a $12 PT out by Wainwright. $RR $SERV @ZaStocks @wallstengine @beach_trades $MBOT PT Raised from $9 to $12 at H.C. Wainwright. The analyst commented: " Management plans to start commercialization in the U.S. in 4Q25. The initial addressable market comprises approximately 2.5M peripheral endovascular procedures annually in the U.S. In the pivotal study https://t.co/ZSfzSxO3Xg $MBOT PT Raised from $9 to $12 at H.C. Wainwright. The analyst commented: " Management plans to start commercialization in" [X Link](https://x.com/becomethetape/status/1978845658283962822) 2025-10-16T15:29Z [---] followers, [---] engagements "$VERI this is a grand slam stock. CEO today: "We are firmly on track to have formalized partnerships with nearly every major hyperscaler by the end of 2025". $400m mkt cap is the sweet spot for a fast 5x. Capital raise GOOD when funding big growth. Now can trade it" [X Link](https://x.com/becomethetape/status/1978951623838671031) 2025-10-16T22:30Z [---] followers, [----] engagements "$BRR long a shit ton. has range from back in June. Go look at $HOND $CCCX and how they climb off the floor. "we will be announcing the rest of the board later this week." I have received some questions about what we plan to do at ProCap Financial. Our goal is to build a modern financial services firm. Think of the legacy financial services firms that offer products and services to solve problems for customers. They have dollar-denominated I have received some questions about what we plan to do at ProCap Financial. Our goal is to build a modern financial services firm. Think of the legacy" [X Link](https://x.com/becomethetape/status/1980667145571967079) 2025-10-21T16:07Z [---] followers, [----] engagements "Imagine $BTC to $130000. Then @ericjackson bitcoin play $BRR goes to ____ $open gone 🚀 $betr gone 🚀 $btq gone 🚀" [X Link](https://x.com/becomethetape/status/1981432165557473709) 2025-10-23T18:46Z [---] followers, [---] engagements "$BRR already hit $17 in June. It has range" [X Link](https://x.com/becomethetape/status/1981432530327798145) 2025-10-23T18:48Z [---] followers, [--] engagements "Now $BRR has $GLXY team on it. Im telling you this is like loading $HOND or $CCCX at NAV. Its the only @ericjackson SPAC for goodness sake The team you build is the company you build. Today we are announcing the next two nominations for the board of directors at ProCap Financial. @BillKoutsouras will join us as the Lead Independent Director and the Chair of the Audit Committee. Bill has served in these same roles The team you build is the company you build. Today we are announcing the next two nominations for the board of directors at ProCap Financial. @BillKoutsouras will join us as the Lead" [X Link](https://x.com/becomethetape/status/1981439940907962847) 2025-10-23T19:17Z [---] followers, [---] engagements "$VPG cats just about out of the bag it appears I think VPG goes over $100 by EOY. Pinned tweet. I think VPG goes over $100 by EOY. Pinned tweet" [X Link](https://x.com/becomethetape/status/1981759836460023833) 2025-10-24T16:28Z [---] followers, [---] engagements "$BRR next. I'm just tweeting my thoughts into the void. I am candidly shocked the *ONLY* SPAC that @ericjackson is on has not gotten more attention. I will keep adding the better $OPEN and $BTC trade. $ASST $ASST Mike Alfred long $ASST Mike Alfred long" [X Link](https://x.com/becomethetape/status/1981801125012558218) 2025-10-24T19:13Z [---] followers, [---] engagements "@jb_equities @ericjackson @Stocktwits @mikealfred Nailed it. Will the 4th be $BRR" [X Link](https://x.com/becomethetape/status/1981832367603163600) 2025-10-24T21:17Z [---] followers, [--] engagements "@ericjackson need a post on this $BRR Way to go @APompliano doing right by your SPAC shareholders thank you $CCCM $CCCMW now the ONLY SPAC bitcoin treasury company allowing public shareholders to participate in Bitcoin price appreciation before the merger date. $BTC $MSTR $MARA $RIOT $CEPO $CEP Way to go @APompliano doing right by your SPAC shareholders thank you $CCCM $CCCMW now the ONLY SPAC bitcoin treasury company allowing public shareholders to participate in Bitcoin price appreciation before the merger date. $BTC $MSTR $MARA $RIOT $CEPO $CEP" [X Link](https://x.com/becomethetape/status/1981861908061040875) 2025-10-24T23:14Z [---] followers, [---] engagements "I think $ASST will see even *more* volume come in next week and share price will continue to climb due to the increased exposure on a variety of retail chat-boards. Note: i was very long $BKKT in the 12's with the same thesis. https://x.com/becomethetape/status/1970127180131639514 $BKKT 11.2m public float (per ChatGPT). This could really go $IREN https://x.com/becomethetape/status/1970127180131639514 $BKKT 11.2m public float (per ChatGPT). This could really go $IREN" [X Link](https://x.com/becomethetape/status/1982257012109918612) 2025-10-26T01:24Z [---] followers, [---] engagements "Now to $BRR - which IMO is the undiscovered trade of a lifetime. On 10/21 @ericjackson joined the Board of Directors of $BRR a Bitcoin Treasury SPAC led by @APompliano. Obviously @ericjackson is the $OPEN army leader and has a huge retail following. https://x.com/ericjackson/status/1980622043654524964 🙏🏻 Really excited to work with Anthony and bring in the voice of the retail investor to board discussions. $BRR will be the better for it https://x.com/ericjackson/status/1980622043654524964 🙏🏻 Really excited to work with Anthony and bring in the voice of the retail investor to board" [X Link](https://x.com/becomethetape/status/1982257013636616595) 2025-10-26T01:24Z [---] followers, [--] engagements "$BRR's goal is to compete with the legacy financial services firms with an important caveat - by using a bitcoin-denominated balance sheet. It is trading [--] cents away for NAV (cash) and has options with various strikes only having 10-30% IV (yes you read that right)" [X Link](https://x.com/becomethetape/status/1982257015364722783) 2025-10-26T01:24Z [---] followers, [--] engagements "The stock is clearly being priced for absolutely zero movement. which could be the case. OR could be the market makers not realizing that a few tweets from @ericjackson could send the stock flying. (in which case the options would see 20x 50x 100x+ movements)" [X Link](https://x.com/becomethetape/status/1982257016413282542) 2025-10-26T01:24Z [---] followers, [--] engagements "The ultimate kicker is $BRR CEO is boys with @mikealfred. Makes sense given their views on $BTC and if you don't believe me just go search @APompliano 's tweets (example below) https://x.com/APompliano/status/1163077897906794497 Many of you dont know this but while building Digital Assets Data @mikealfred has been training to run the Leadville [---] Ultramarathon. This man ran [---] miles over a [--] hour period in a high altitude environment. Iron sharpens iron. And never bet against entrepreneurs 🔥 https://x.com/APompliano/status/1163077897906794497 Many of you dont know this but while building" [X Link](https://x.com/becomethetape/status/1982257017491276074) 2025-10-26T01:24Z [---] followers, [--] engagements "THREAD🧵: Why $BRR is the next $ASST $BKKT $OPEN. TLDR: @ericjackson + @mikealfred = 🚀🚀🚀 On 10/21 @ericjackson joined the Board of Directors of $BRR. Obviously @ericjackson is the $OPEN army leader and has a huge following https://x.com/ericjackson/status/1980622043654524964 🙏🏻 Really excited to work with Anthony and bring in the voice of the retail investor to board discussions. $BRR will be the better for it https://x.com/ericjackson/status/1980622043654524964 🙏🏻 Really excited to work with Anthony and bring in the voice of the retail investor to board discussions. $BRR will be the" [X Link](https://x.com/becomethetape/status/1982494165138055441) 2025-10-26T17:06Z [---] followers, [---] engagements "This alone could send the stock flying with @ericjackson on board. However there is a *strong chance* that @mikealfred joins the board as well. - Friends with @APompliano + EJ -Engaged with $BTC $BRR -Shares vision for $BTC treasury co's e.g. $ASST https://x.com/mikealfred/status/1980621191091281970 @APompliano @ericjackson Smart pickup. A lot of folks arent thinking about this correctly. Well done. https://x.com/mikealfred/status/1980621191091281970 @APompliano @ericjackson Smart pickup. A lot of folks arent thinking about this correctly. Well done" [X Link](https://x.com/becomethetape/status/1982494166728003914) 2025-10-26T17:06Z [---] followers, [---] engagements "If you could hand pick a perfect leadership team to send a stock flying who would it be My picks are @ericjackson and @mikealfred. $BRR ALREADY has @ericjackson . and it is not far fetched to think that @mikealfred could be joining the $BRR board of directors next" [X Link](https://x.com/becomethetape/status/1982494168514711887) 2025-10-26T17:06Z [---] followers, [---] engagements "$BRR is trading [--] cents from cash (nearly risk free) with an option chains that is pricing the stock for ZERO movement. Add in $BTC trading well which $BRR holders benefit from and you have all the ingredients for absolute fireworks. Not financial advice" [X Link](https://x.com/becomethetape/status/1982494170137936200) 2025-10-26T17:06Z [---] followers, [---] engagements "$ASST going to pop 50% Monday pre mkt. Havent seen this level of chatter since $OPEN on retail boards. Then $BRR will catch fire as the only $BTC treasury with @ericjackson on board. If this happens $BRR calls will 100x. Theyre mispriced" [X Link](https://x.com/becomethetape/status/1982497282248642687) 2025-10-26T17:19Z [---] followers, [---] engagements "$BTC trying to breakout. Eric Jackson just joined $BRR last week 👀👀👀 Cc: $ASST $BKKT $OPEN $BYND Most people might see ProCap Financial ($BRR) and think its just another company putting Bitcoin on the balance sheet. Theyre missing the point entirely. Most people might see ProCap Financial ($BRR) and think its just another company putting Bitcoin on the balance sheet. Theyre missing the point entirely" [X Link](https://x.com/becomethetape/status/1982571327593857035) 2025-10-26T22:13Z [---] followers, [---] engagements "@TT_stocks_ 🚀🚀🚀 if you like $ASST then check out $BRR Bitcoin Treasury that @ericjackson just joined the Board last week. Wouldnt be shocked to see Mike Alfred join here soon. Options IV is like 15% https://x.com/ericjackson/status/1980629306947826090s=46 Most people might see ProCap Financial ($BRR) and think its just another company putting Bitcoin on the balance sheet. Theyre missing the point entirely. https://x.com/ericjackson/status/1980629306947826090s=46 Most people might see ProCap Financial ($BRR) and think its just another company putting Bitcoin on the balance sheet. Theyre" [X Link](https://x.com/becomethetape/status/1982582388724310504) 2025-10-26T22:57Z [---] followers, [---] engagements "@colin_gladman 🚀🚀🚀 if you like $ASST then check out $BRR Bitcoin Treasury that @ericjackson just joined the Board last week. Wouldnt be shocked to see Mike Alfred join here soon. Options IV is like 15%" [X Link](https://x.com/becomethetape/status/1982582807743643993) 2025-10-26T22:59Z [---] followers, [--] engagements "@TT_stocks_ $brr juiciest one @ericjackson on board and completely unfound" [X Link](https://x.com/becomethetape/status/1982630294542077969) 2025-10-27T02:07Z [---] followers, [---] engagements "Given the move in $ASST . Only a matter of time until the crowd finds the next BTC treasury play with @ericjackson involved. $BRR will look so obvious in hindsight. $NAKA $OPEN $ASST $BKKT $BRR" [X Link](https://x.com/becomethetape/status/1982969949149687968) 2025-10-28T00:37Z [---] followers, [---] engagements "Did anyone else notice that @ericjackson just added $BRR to his bio Love it with $BTC trying to breakout" [X Link](https://x.com/becomethetape/status/1983178877741703399) 2025-10-28T14:27Z [---] followers, [---] engagements "$VPG i would highly recommend reading the last two earnings call transcripts as well as the transcript from the CEO sit-down at the Jeffries fire side. Everyone is about to realize this is a key supplier for high/precision sensors in Humanoids. $TSLA I think VPG goes over $100 by EOY. Pinned tweet. I think VPG goes over $100 by EOY. Pinned tweet" [X Link](https://x.com/becomethetape/status/1983328632773968006) 2025-10-29T00:22Z [---] followers, [---] engagements "Long some but would love to see this flag out for a few weeks and pull back to [--] ema before hitting it with size $NOK" [X Link](https://x.com/becomethetape/status/1983343220106183022) 2025-10-29T01:20Z [---] followers, [--] engagements "I still kind of sit here baffled that $BRR $10 calls are trading at intrinsic basically. Risk 20% for 10x+ on a few tweets Just cant believe an Eric Jackson play has 15% IV. I think 7/10 times i feel like this it hits big. Timing is always the hardest part. $ASST" [X Link](https://x.com/becomethetape/status/1983344038112870793) 2025-10-29T01:24Z [---] followers, [---] engagements "Eyes on $BTC for this one (as well as $ASST etc). U&R on the weekly and if this builds towards highs i will really put my nuts on the table in $BRR. Pretty unique situation. The $HOND $12.5 calls were dead then went from .1 - 5+. These things slowly climb off NAV then go" [X Link](https://x.com/becomethetape/status/1983344854781571181) 2025-10-29T01:27Z [---] followers, [---] engagements "$VPG has been trading in this base for [--] YEARS. Over $45 is blue skies. "The bigger the base the bigger the move" Gets zero attention although I suspect that is about to change. $TSLA Story + fundamentals + theme + chart" [X Link](https://x.com/becomethetape/status/1983707813416464832) 2025-10-30T01:29Z [---] followers, [---] engagements "Long $NNDM this could go $NNDM James Altucher long idea "The Deal of A Lifetime. Revolutionary Tech leader with a ton of value." $NNDM James Altucher long idea "The Deal of A Lifetime. Revolutionary Tech leader with a ton of value."" [X Link](https://x.com/becomethetape/status/1983953927709262030) 2025-10-30T17:47Z [---] followers, [---] engagements "$SANM blast off You can currently buy $SANM for 2% higher than after its Q3 earnings beat at the end of July [----]. They're expecting to close the ZT Systems acquisition in Q4 [----] (mgmt has indicated ideally before earnings on 11/4). @Citrini7 would love your thoughts You can currently buy $SANM for 2% higher than after its Q3 earnings beat at the end of July [----]. They're expecting to close the ZT Systems acquisition in Q4 [----] (mgmt has indicated ideally before earnings on 11/4). @Citrini7 would love your thoughts" [X Link](https://x.com/becomethetape/status/1985461489935786007) 2025-11-03T21:38Z [---] followers, [---] engagements "$VPG another $2m in humanoid follow on orders this Q. Mgmt said in discussions for high volume production with humanoid cust. #1. Basically saying its $TSLA without being allowed to say it" [X Link](https://x.com/becomethetape/status/1985716500779372994) 2025-11-04T14:31Z [---] followers, [---] engagements "@kingtutcap nails it and the inflection point is happening now. FinTwit seemingly forgot about this one as the stock has steadily climbed higher the last [--] months (smart money accumulating). Continued momentum with follow on orders w/ humanoid cust #1 $TSLA and [--] others now Initiated a starter position in $VPG this morning. After further diligence the ties of them being a key supplier for $TSLA's humanoid robots is becoming clearer by the day; and maybe Figure AI as well. The CEO was at the Sidoti Investment conference two weeks ago and stated https://t.co/js71Sp48Lf Initiated a starter" [X Link](https://x.com/becomethetape/status/1985734658932330606) 2025-11-04T15:43Z [---] followers, [--] engagements "$VPG $TSLA This is gearing up for a huge move w/ speculation of $TSLA Optimus [--] details on Nov. 6th. $VPG CEO today said in discussions w humanoid customer #1 for high volume manufacturing @CitronResearch Initiated a starter position in $VPG this morning. After further diligence the ties of them being a key supplier for $TSLA's humanoid robots is becoming clearer by the day; and maybe Figure AI as well. The CEO was at the Sidoti Investment conference two weeks ago and stated https://t.co/js71Sp48Lf Initiated a starter position in $VPG this morning. After further diligence the ties of them" [X Link](https://x.com/becomethetape/status/1985736362843140107) 2025-11-04T15:50Z [---] followers, [--] engagements "$VPG [--] [--] mentions of "humanoids" in the last earnings call. Discussions regarding "high-volume production" w/ primary customer Is there a single other pure-play humanoid stock out there besides $TSLA cc: @CitronResearch @kingtutcap @Mike10947310 @RobertDurant7" [X Link](https://x.com/becomethetape/status/1985740459889602683) 2025-11-04T16:06Z [---] followers, [---] engagements "$SANM boom You can currently buy $SANM for 2% higher than after its Q3 earnings beat at the end of July [----]. They're expecting to close the ZT Systems acquisition in Q4 [----] (mgmt has indicated ideally before earnings on 11/4). @Citrini7 would love your thoughts You can currently buy $SANM for 2% higher than after its Q3 earnings beat at the end of July [----]. They're expecting to close the ZT Systems acquisition in Q4 [----] (mgmt has indicated ideally before earnings on 11/4). @Citrini7 would love your thoughts" [X Link](https://x.com/becomethetape/status/1985750479385575797) 2025-11-04T16:46Z [---] followers, [--] engagements "I like all robotic names for a one-day trade here on the $TSLA shareholder meeting after close. $RR $SERV $TER $VPG etc" [X Link](https://x.com/becomethetape/status/1986534796349124928) 2025-11-06T20:42Z [---] followers, [---] engagements "And now on the 3Q25 earnings call $VPG says "there are discussions between us and our customers regarding VPG's capability to support higher vol manufacturing" Only humanoid pure outside of $TSLA / $XPEV (and its a profitable $400m mkt cap) @CitronResearch @kingtutcap "We've been working with leading form-factor developer now for the last year and a half. That company has publicly stated that they want to see thousands of these robots in their factory by end of 2025.This could be a gamechanger". $VPG $TSLA "We've been working with leading form-factor developer now for the last year and a" [X Link](https://x.com/becomethetape/status/1987709719390106008) 2025-11-10T02:31Z [---] followers, [---] engagements "@mikealfred Printer goes $BRR" [X Link](https://x.com/becomethetape/status/1987728161954549875) 2025-11-10T03:44Z [---] followers, [---] engagements "$XPEV so strong after the humanoid news Friday. Huge volume coming in. Good chance #humanoids are the next big theme which really hasn't caught on yet Hello world. IRON is on track for mass production bringing us closer to large-scale humanoid manufacturing by [----]. IRON is not just a machine but a companion built with purpose. A new chapter of intelligence begins. $XPEV https://t.co/4LI96Qcnyd Hello world. IRON is on track for mass production bringing us closer to large-scale humanoid manufacturing by [----]. IRON is not just a machine but a companion built with purpose. A new chapter of" [X Link](https://x.com/becomethetape/status/1988005804545298894) 2025-11-10T22:08Z [---] followers, [---] engagements "$VPG timeline thread aka per @CitronResearch "The Hidden Tesla Optimus Play" -Aug24: Management echoed Teslas exact production timeline stating their customer planned thousands of robots internally by the end of [----]. This mirrors Musks explicit statements perfectly" [X Link](https://x.com/becomethetape/status/1988009714194456699) 2025-11-10T22:23Z [---] followers, [---] engagements "-Nov25 "Customers one we are ahead with the design and the other we are in the prototype levels. Already now there are some discussions regarding higher volume production" Presumably working with @Tesla_Optimus @Figure_robot and others (speculation). Surely aligns w Musk TL" [X Link](https://x.com/becomethetape/status/1988009716568543272) 2025-11-10T22:23Z [---] followers, [--] engagements "Few sources - note this is highly summarized and just using X to track a few high level thoughts. https://www.fool.com/earnings/call-transcripts/2025/11/04/vishay-precision-vpg-q3-2025-earnings-transcript/ https://www.investing.com/news/transcripts/vishay-precision-at-jefferies-conference-expanding-horizons-in-sensor-technology-93CH-4223194 https://citronresearch.com/wp-content/uploads/2025/04/Citron-Research-Long-Vishay-Precision-Group.pdf https://www.fool.com/earnings/call-transcripts/2025/11/04/vishay-precision-vpg-q3-2025-earnings-transcript/" [X Link](https://x.com/becomethetape/status/1988009717742879014) 2025-11-10T22:23Z [---] followers, [--] engagements "@ZaStocks 100% and I couldn't agree more with your $TSLA thesis. Think you'd be interested in $VPG - the critical "picks-and-shovels" supplier quietly powering Tesla Optimus Big developments recently and has gone under the radar ever since Citron rec. https://citronresearch.com/wp-content/uploads/2025/04/Citron-Research-Long-Vishay-Precision-Group.pdf https://citronresearch.com/wp-content/uploads/2025/04/Citron-Research-Long-Vishay-Precision-Group.pdf" [X Link](https://x.com/becomethetape/status/1988405474023403698) 2025-11-12T00:36Z [---] followers, [---] engagements "@Citrini7 Yes. You should look into $VPG as well https://www.micro-measurements.com/humanoid-robotics https://www.micro-measurements.com/humanoid-robotics" [X Link](https://x.com/becomethetape/status/1988463777172406686) 2025-11-12T04:28Z [---] followers, [--] engagements "@Citrini7 $VPG working with TSLA" [X Link](https://x.com/becomethetape/status/1988464652674539642) 2025-11-12T04:31Z [---] followers, [--] engagements "$VPG $RRX $ALNT $TSLA $XPEV" [X Link](https://x.com/becomethetape/status/1988706523221225479) 2025-11-12T20:32Z [---] followers, [---] engagements "Yolo Nividia Bitcoin You meet your [--] year old self youre allowed [--] words. What do you say You meet your [--] year old self youre allowed [--] words. What do you say" [X Link](https://x.com/becomethetape/status/1988712632321192153) 2025-11-12T20:56Z [---] followers, [--] engagements "Who likes #LinkedInAlpha Recently $VPG has gone from never posting abt humanoids to posting about humanoids 1+ times per week 👀 Last ER discussions for high volume manufacturing $TSLA $RR $SERV $ALNT $RRX $TER @CitronResearch @Citrini7 @GoingBallistic5 @Tesla_Optimus" [X Link](https://x.com/becomethetape/status/1988779554492858752) 2025-11-13T01:22Z [---] followers, [---] engagements "Good entry spot in $XPEV off the 10ema/breakout retest. That volume and humanoid theme are enough for me to get long" [X Link](https://x.com/becomethetape/status/1989363001607213240) 2025-11-14T16:01Z [---] followers, [----] engagements "Humanoid theme has majority of my focus. Theme of a lifetime imo. Still like some select AI/datacenter build-out (BE VRT etc) but some of those names have had their fun already (IREN CIFR etc). $TSLA $XPEV $VPG $RRX $ALNT $TER any others NEW 🚨 China begins world's first mass humanoid robot delivery Shenzhen has reached a big milestone in robotics: UBTECH Robotics has now delivered hundreds of its Walker S2 humanoid robots to real industrial workplaces. https://t.co/ylmhi6Fa4M NEW 🚨 China begins world's first mass humanoid robot delivery Shenzhen has reached a big milestone in robotics:" [X Link](https://x.com/becomethetape/status/1989364328970031510) 2025-11-14T16:06Z [---] followers, [---] engagements "#LinkedIn alpha is unmatched -- $VPG #humanoids" [X Link](https://x.com/becomethetape/status/1989745609973403893) 2025-11-15T17:21Z [---] followers, [----] engagements "Humanoid cheat sheet: Humanoid robot makers: $TSLA $XPEV Sensors: $NOVT $VPG Actuators / Motion Systems & Mechatronics Subsystems: $ALNT Anyone got any others Looking for pure plays (U.S. listed)" [X Link](https://x.com/becomethetape/status/1991918204319641938) 2025-11-21T17:14Z [---] followers, [---] engagements "$DVLT just watching but look at those big bars 11/7 and 11/14. Showed strength then got tight. Follow price" [X Link](https://x.com/becomethetape/status/1991918633472365019) 2025-11-21T17:16Z [---] followers, [---] engagements "Just like we saw with nuclear and rare earths the time to buy is now and by the time the announcement comes will likely be priced in and be a sell the news event. #Theme for [----] IMO TRUMP ADMIN CONSIDERING ORDER ON ROBOTICS NEXT YEAR: POLITICO TRUMP ADMIN CONSIDERING ORDER ON ROBOTICS NEXT YEAR: POLITICO" [X Link](https://x.com/becomethetape/status/1996289696452751771) 2025-12-03T18:45Z [---] followers, [--] engagements "$DBRG going (Without me) $DBRG Sale rumors in May sent the stock 25%. Elon going to buyout for the Starlink + xAI infra Would make a ton of sense and the underlying assets are likely being materially undervalued @stocktalkweekly @StockSavvyShay @pennycheck @beach_trades https://t.co/hZPCAnz8Xh $DBRG Sale rumors in May sent the stock 25%. Elon going to buyout for the Starlink + xAI infra Would make a ton of sense and the underlying assets are likely being materially undervalued @stocktalkweekly @StockSavvyShay @pennycheck @beach_trades https://t.co/hZPCAnz8Xh" [X Link](https://x.com/becomethetape/status/1996999106284417320) 2025-12-05T17:44Z [---] followers, [---] engagements "$ZEC $ZCASH $440 is the big level imo. $CYPH catch up already $ZEC looks like a beach ball under water. Such a small market cap relative to $BTC $ZEC looks like a beach ball under water. Such a small market cap relative to $BTC" [X Link](https://x.com/becomethetape/status/1998083166754701640) 2025-12-08T17:32Z [---] followers, [---] engagements "$CYPH $ZEC nice moves this AM Long $cyph on this divergence with $zec. Scarcity value if it holds the recent lows Long $cyph on this divergence with $zec. Scarcity value if it holds the recent lows" [X Link](https://x.com/becomethetape/status/1998423157192142898) 2025-12-09T16:03Z [---] followers, [--] engagements "Probably explains $ZEC being so strong. Im the opposite of a crypto bro but i will be trading $cyph a ton next year. Scarcity value (for now) 🚨JUST IN: $9 TRILLION IS KNOCKING ON BITCOINS FRONT DOOR. A new letter from Congress urges SEC Chair Paul Atkins to let Americans hold $BTC and crypto in their 401(k) retirement accounts immediately. If this door opens every plan sponsor advisor and asset manager is https://t.co/ViQYQe2YEh 🚨JUST IN: $9 TRILLION IS KNOCKING ON BITCOINS FRONT DOOR. A new letter from Congress urges SEC Chair Paul Atkins to let Americans hold $BTC and crypto in their" [X Link](https://x.com/becomethetape/status/1999281776318197882) 2025-12-12T00:54Z [---] followers, [---] engagements "P.s. i an worried about dilution and reaction following the 12/15 vote so no longer involved in $cyph until the dust settles Probably explains $ZEC being so strong. Im the opposite of a crypto bro but i will be trading $cyph a ton next year. Scarcity value (for now) Probably explains $ZEC being so strong. Im the opposite of a crypto bro but i will be trading $cyph a ton next year. Scarcity value (for now)" [X Link](https://x.com/becomethetape/status/1999282199489867971) 2025-12-12T00:56Z [---] followers, [---] engagements "$QCLS does this have a $RGTI Dec24 type run if the market has a holiday rally in spec stuff Rate cuts + QE starting again. Never looks fun while the actual pullback/retest happens. Got long today" [X Link](https://x.com/becomethetape/status/1999529075040190974) 2025-12-12T17:17Z [---] followers, [---] engagements "Completely agree with this an been my thesis for a few months. Now just comes down to does $TSLA outperform my related picks (e.g. $VPG or not). We'll see" [X Link](https://x.com/becomethetape/status/2000689449328324694) 2025-12-15T22:08Z [---] followers, [---] engagements "This has me thinking back to November [--] (few days before Thanksgiving) where Trump announced Scott Bessent as his nominee for Treasury Secretary. Polymarket was totally offsides as well as the market. Trump wants everyone talking + about stock market over the Holidays" [X Link](https://x.com/becomethetape/status/2000959858179543295) 2025-12-16T16:03Z [---] followers, [--] engagements "Wow what a find h/t @beach_trades joining long $SUUN. Only name i've seen DIRECTLY mention data centers in space. Could get "out-of-this-world" crazy on Santa week. $SUUN in awe missed to my advantage for now $NVDA #SPACE $SUUN in awe missed to my advantage for now $NVDA #SPACE" [X Link](https://x.com/becomethetape/status/2002085156786782262) 2025-12-19T18:34Z [---] followers, [----] engagements "$SUUN All-time legendary holiday run incoming Data center in space theme + ☀ ticker" [X Link](https://x.com/becomethetape/status/2002090316791501025) 2025-12-19T18:55Z [---] followers, [---] engagements "$SUUN pretty amazing these guys were taunting data centers in space before Musk was. Lots of $1b mkt cap space names +30-40% today. no reason this can't go $5+ $PL $RKLB $RDW $SIDU $FLY $SUUN I'm excited about this one because they were already pursuing and talking about space-based data centers just before everyone started talking about it *NFA $SUUN I'm excited about this one because they were already pursuing and talking about space-based data centers just before everyone started talking about it *NFA" [X Link](https://x.com/becomethetape/status/2002104349808570676) 2025-12-19T19:50Z [---] followers, [---] engagements "Bullish $BE @ChrisCamillo $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale" [X Link](https://x.com/becomethetape/status/2003142095574556981) 2025-12-22T16:34Z [---] followers, [---] engagements "$NXT $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute" [X Link](https://x.com/becomethetape/status/2003143289500041528) 2025-12-22T16:39Z [---] followers, [--] engagements "$FLSR $NXT nice summary from Gemini. Huge news. $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a" [X Link](https://x.com/becomethetape/status/2003145116534603990) 2025-12-22T16:46Z [---] followers, [---] engagements "$ZEC continues to be the best chart in the market. $CYPH should fly Monday. Wish I would've just bought $ZEC outright. Need to setup some funds on a brokerage that allows it $ZEC didn't get the memo the market is pulling back https://t.co/6aLP5JSm9S $ZEC didn't get the memo the market is pulling back https://t.co/6aLP5JSm9S" [X Link](https://x.com/becomethetape/status/2005035607136129426) 2025-12-27T21:58Z [---] followers, [---] engagements "$TSLA monthly" [X Link](https://x.com/becomethetape/status/2010514495811002785) 2026-01-12T00:49Z [---] followers, [---] engagements "$BCAR sexiest SPAC in [--] years. We might be back" [X Link](https://x.com/becomethetape/status/2011237896540602839) 2026-01-14T00:44Z [---] followers, [----] engagements "$BCAR $53m contract win a month ago. $500m valuation this one is juicy. https://quantumzeitgeist.com/exascale-labs-ai-nova-ai-partnership/ https://quantumzeitgeist.com/exascale-labs-ai-nova-ai-partnership/" [X Link](https://x.com/becomethetape/status/2011452769073266712) 2026-01-14T14:58Z [---] followers, [----] engagements "$BCAR best SPAC deal in [--] years. $500m valuation with $300 million in recurring revenue. No brainer" [X Link](https://x.com/becomethetape/status/2011453194002677972) 2026-01-14T14:59Z [---] followers, [----] engagements "$BCAR is a mini $CRWV - with some interesting niches in tokenization. Interested to see the investor deck" [X Link](https://x.com/becomethetape/status/2011829905730789765) 2026-01-15T15:56Z [---] followers, [---] engagements "$BCAR best SPAC in [--] years. This is going to get found at a 500m valuation with $300m ARR. Mini $CRWV 🚀 Big News 🚀 Exabits has been ranked in the Top [--] Generative AI companies in the U.S. by F6S 🎉 As we push the boundaries of decentralized AI compute this recognition validates our mission to revolutionize AI infrastructure with tokenized GPUs. 🔗 Check out the full 🚀 Big News 🚀 Exabits has been ranked in the Top [--] Generative AI companies in the U.S. by F6S 🎉 As we push the boundaries of decentralized AI compute this recognition validates our mission to revolutionize AI infrastructure" [X Link](https://x.com/becomethetape/status/2011831893965320382) 2026-01-15T16:04Z [---] followers, [----] engagements "First [--] days post DA in $CCCX vs. first [--] days post DA in $BCAR One of these is seeing 3x the volume and looks much more explosive" [X Link](https://x.com/becomethetape/status/2011919916882944105) 2026-01-15T21:54Z [---] followers, [----] engagements "$BCAR time to delivery is EVERYTHING in the AI buildout (see $BE mega run). $CRWV $NBIS" [X Link](https://x.com/becomethetape/status/2011920610494992633) 2026-01-15T21:57Z [---] followers, [---] engagements "$BCAR might be "the one" . gives me $NKLA vibes. Do we get a crazy run to $100 at some point This will get picked up by big names soon and maybe a Citron or buy-side coverage" [X Link](https://x.com/becomethetape/status/2011921405856690381) 2026-01-15T22:00Z [---] followers, [---] engagements "Tokenization $CEPT. Wait until $BCAR tokenizing COMPUTE gets found Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will enable tokenized trading experiences including 24/7 operations instant settlement orders sized in dollar amounts and Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will enable tokenized trading experiences including 24/7 operations instant settlement orders sized in dollar" [X Link](https://x.com/becomethetape/status/2013312374048952801) 2026-01-19T18:07Z [---] followers, [----] engagements "$BCAR is trying to tokenize GPUs. I'm not sure how the model exactly works but if the tokenization theme picks up (big news recently) $CEPT and $BCAR are only [--] ways to play. @Reformed_Trader $CEPT The NYSE Tokenization announcement isn't a threatits the ultimate validation. While the market thinks the "big boys" are building in-house theyre actually building on the plumbing Securitize already owns. 🧵https://t.co/V9tPqqEVNL. . $CEPT The NYSE Tokenization announcement isn't a threatits the ultimate validation. While the market thinks the "big boys" are building in-house theyre actually" [X Link](https://x.com/becomethetape/status/2013645978868351355) 2026-01-20T16:13Z [---] followers, [---] engagements "Hey $VPG I've initiated positions in $VPG ($573m). This is my actual/main robotics sector exposure going forward tethered to $TSLA Optimus. Markets have completely overlooked this robotics sector play: For every Tesla Optimus deployed $VPG likely takes an exceptionally high BOM for https://t.co/c21atQhoMe I've initiated positions in $VPG ($573m). This is my actual/main robotics sector exposure going forward tethered to $TSLA Optimus. Markets have completely overlooked this robotics sector play: For every Tesla Optimus deployed $VPG likely takes an exceptionally high BOM for" [X Link](https://x.com/becomethetape/status/2013675143885623769) 2026-01-20T18:09Z [---] followers, [---] engagements "@CitronResearch selling the breakout of a [--] year base Right before Optimus [--] reveal 🤨🤔" [X Link](https://x.com/becomethetape/status/2014007696089858412) 2026-01-21T16:10Z [---] followers, [---] engagements "$TSLA [--] million units per year $VPG In the Q1 [----] call management said that each robot could contain tens of sensors and that the sensors content value per robot could range from US $500 to US $1200. $5B - $12B revenue opportunity. And thats just Tesla. The work for the 10-million-unit Optimus facility is already underway. Elon at a shareholder meeting last week said: "We're gonna launch the fastest production ramp of any product of any large complex manufactured product ever. And starting with building a million-unit https://t.co/9BmS1PZsK7 The work for the 10-million-unit Optimus facility" [X Link](https://x.com/becomethetape/status/1989371796119036108) 2025-11-14T16:36Z [---] followers, [---] engagements "$VPG does this get found soon with a looming executive order on robotics $TSLA $RR $SERV The only pure play on #humanoids and its a $400m mkt cap @CitronResearch #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk" [X Link](https://x.com/becomethetape/status/1996278438492340438) 2025-12-03T18:00Z [---] followers, [---] engagements "$VPG quote from an investment conference earlier this year + Gemini's interpretation $TSLA Would not be surprised to see the 'final arrangement' announced soon" [X Link](https://x.com/becomethetape/status/1998223627284799603) 2025-12-09T02:50Z [---] followers, [----] engagements "$VPG Gemini being crazy 👀 BREAKING 🚨 Tesla officially initiated its key supplier audit for the Optimus humanoid robotknown as the "V3 Factory Audit"in December 💥 This is the most critical step before mass production 🎯 Once the audit is passed it will directly trigger official supplier designation https://t.co/BSsYTZpF8s BREAKING 🚨 Tesla officially initiated its key supplier audit for the Optimus humanoid robotknown as the "V3 Factory Audit"in December 💥 This is the most critical step before mass production 🎯 Once the audit is passed it will directly trigger official supplier" [X Link](https://x.com/becomethetape/status/1998938366029738241) 2025-12-11T02:10Z [---] followers, [----] engagements "$VPG High tight flag @CitronResearch" [X Link](https://x.com/becomethetape/status/2001028902123106363) 2025-12-16T20:37Z [---] followers, [---] engagements "$BCAR pretty interested to see the investor deck any day now. Seems like a pretty unique niche they're chasing. Not a ton of information online however" [X Link](https://x.com/becomethetape/status/2013645038664757551) 2026-01-20T16:09Z [---] followers, [----] engagements "$VPG trying to break out of a [--] year base Been pounding table on this one" [X Link](https://x.com/becomethetape/status/2013676588781433199) 2026-01-20T18:14Z [---] followers, [---] engagements "$VPG trades SO THIN. If we get a 5m+ volume bar (possible with Optimus ties). this could move $25+ in a jiffy" [X Link](https://x.com/becomethetape/status/2013680002047316413) 2026-01-20T18:28Z [---] followers, [---] engagements "$VPG @aleabitoreddit #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk" [X Link](https://x.com/becomethetape/status/2013992688534626798) 2026-01-21T15:10Z [---] followers, [----] engagements "@JSiegel88 @aleabitoreddit absolutely not. they do call out the Optimus clip as "concrete evidence" of $VPG in action however" [X Link](https://x.com/becomethetape/status/2013994007999758661) 2026-01-21T15:16Z [---] followers, [---] engagements "@FarmerJoe0x @Rob____Banks @aleabitoreddit $VPG mgmt team has already stated they are built in to unnammed customer #1 (TSLA). Once mass production starts you dont switch. Volume just ramps" [X Link](https://x.com/becomethetape/status/2014059160120242646) 2026-01-21T19:34Z [---] followers, [---] engagements "$VPG $500m mkt cap + only pure play on Optmius [--] @aleabitoreddit 🚀🚀 "I saw Optimus [--]. Nobody will remember that Tesla ever made a car. It is going to be the most transformative technology product ever made in the history of humanity. I think he's already won." The world's greatest moderator @Jason re: Tesla's Optimus [--]. https://t.co/Js6kQKTHtK "I saw Optimus [--]. Nobody will remember that Tesla ever made a car. It is going to be the most transformative technology product ever made in the history of humanity. I think he's already won." The world's greatest moderator @Jason re: Tesla's Optimus" [X Link](https://x.com/becomethetape/status/2014085017954124193) 2026-01-21T21:17Z [---] followers, [---] engagements ""The Age of the Humanoid: Tesla Ignites Mass Production of Optimus Gen 3" $TSLA $VPG @aleabitoreddit https://markets.financialcontent.com/stocks/article/tokenring-2026-1-21-the-age-of-the-humanoid-tesla-ignites-mass-production-of-optimus-gen-3 https://markets.financialcontent.com/stocks/article/tokenring-2026-1-21-the-age-of-the-humanoid-tesla-ignites-mass-production-of-optimus-gen-3" [X Link](https://x.com/becomethetape/status/2014384323638514024) 2026-01-22T17:07Z [---] followers, [---] engagements "$VPG tradable float is likely around 5m shares (75% institutionally owned). Thats a recipe for fireworks" [X Link](https://x.com/becomethetape/status/2014439088829399423) 2026-01-22T20:44Z [---] followers, [----] engagements "$VPG commentary from last earnings call. @aleabitoreddit" [X Link](https://x.com/becomethetape/status/2014787919114858870) 2026-01-23T19:50Z [---] followers, [---] engagements "$TSLA to start training Optimus at Austin Gigafactory. Seems like the v3 reveal is very close. Could ignite robotics sector $VPG https://www.businessinsider.com/tesla-optimus-robot-new-training-austin-gigafactory-2026-1 https://www.businessinsider.com/tesla-optimus-robot-new-training-austin-gigafactory-2026-1" [X Link](https://x.com/becomethetape/status/2015638797090734135) 2026-01-26T04:11Z [---] followers, [---] engagements "Optimus and related stocks will be the biggest bubble ever. $VPG is the ONLY pure play. V3 reveal any day could be the catalyst @aleabitoreddit @PeterDiamandis Also due to autonomy Tesla is worth more than the rest of the auto industry. That is before Optimus reaches scale production and increases Earth GDP by an order of magnitude. @PeterDiamandis Also due to autonomy Tesla is worth more than the rest of the auto industry. That is before Optimus reaches scale production and increases Earth GDP by an order of magnitude" [X Link](https://x.com/becomethetape/status/2015639542477226445) 2026-01-26T04:14Z [---] followers, [---] engagements "$RR 60m volume already an hour into the day ($290m nominal). If $VPG ever sees a fraction of this volume would turn the entire float and get silly quick. Float dynamics matter for a life changing move. @aleabitoreddit" [X Link](https://x.com/becomethetape/status/2016184130245898704) 2026-01-27T16:18Z [---] followers, [---] engagements "$VPG will be listening closely after hours to $TSLA call for any commentary on Optimus v3 progress. @aleabitoreddit" [X Link](https://x.com/becomethetape/status/2016605081580318723) 2026-01-28T20:11Z [---] followers, [---] engagements ""Much higher" than 1m units @aleabitoreddit I think thats uhhh. billions in sales $VPG MUSK SAYS OPTIMUS [--] WILL BE BUILT IN TEXAS AT MUCH HIGHER VOLUME MUSK SAYS OPTIMUS [--] WILL BE BUILT IN TEXAS AT MUCH HIGHER VOLUME" [X Link](https://x.com/becomethetape/status/2016880308268720306) 2026-01-29T14:25Z [---] followers, [---] engagements "$SEI looks about ready" [X Link](https://x.com/becomethetape/status/2016963662737481748) 2026-01-29T19:56Z [---] followers, [--] engagements "Just checked $VPG LinkedIn 🤖🤖🤖" [X Link](https://x.com/becomethetape/status/1999165151652508041) 2025-12-11T17:11Z [---] followers, [----] engagements "$NXT Nextracker and Intersect Power have a deep multi-year relationship. Intersect has historically selected Nextracker for its largest projects including the [---] GW portfolio in Texas and California. Long $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first" [X Link](https://x.com/becomethetape/status/2003143048759562359) 2025-12-22T16:38Z [---] followers, [--] engagements "$vpg great sign $TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUCTION AND CONVERT THOSE FACTORIES FOR OPTIMUS PRODUCTION woah $TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUCTION AND CONVERT THOSE FACTORIES FOR OPTIMUS PRODUCTION woah" [X Link](https://x.com/becomethetape/status/2016643255878738121) 2026-01-28T22:43Z [---] followers, [---] engagements "got long $GME friday for the first time ever $GME CEO Ryan Cohen will give his 3rd interview in [--] business days - this one live- on Charles Paynes FoxBusiness show at 2pm Eastern on Monday. I think many are wondering why now I have an idea. I will publish a Short Thoughts SS post containing my specific recommendations as https://t.co/cG4ZXiFPOP $GME CEO Ryan Cohen will give his 3rd interview in [--] business days - this one live- on Charles Paynes FoxBusiness show at 2pm Eastern on Monday. I think many are wondering why now I have an idea. I will publish a Short Thoughts SS post containing my" [X Link](https://x.com/becomethetape/status/2017813452954202120) 2026-02-01T04:13Z [---] followers, [---] engagements "Basically a mini $NBIS. Say what you want about the neoclouds as of late. a neocloud not reliant on the hyperscalers ( $BCAR) might end up in a healthier spot financially than the big players. Huge customer diversification and I only see demand increasing. Less capex risk. Everyone is 👉Dreaming about god-like AI 👉 Paying peasant-level attention to the power bill A big-brain move would be 👉 Fixing both Thats literally us Exabits We build enterprise-grade GPU clusters in AI-ready data centers (AIDCs) 👉 2-8x faster performance 👉 https://t.co/qNss4qwWcT Everyone is 👉Dreaming about god-like" [X Link](https://x.com/anyuser/status/2019585423371124942) 2026-02-06T01:34Z [---] followers, [---] engagements "I've had this theory for awhile but starting to lean into it more. i think the markets "correct" faster than they used too. What used to take months takes days now. Thats why these moves are so violent" [X Link](https://x.com/anyuser/status/2019586840496582676) 2026-02-06T01:39Z [---] followers, [--] engagements "Is $BE not super obvious here *PJM SEES POTENTIAL 60GW POWER SUPPLY SHORTFALL OVER NEXT DECADE This means all batshit insane capex spending plans will be scrapped since there is not enough juice to power the DCs *PJM SEES POTENTIAL 60GW POWER SUPPLY SHORTFALL OVER NEXT DECADE This means all batshit insane capex spending plans will be scrapped since there is not enough juice to power the DCs" [X Link](https://x.com/anyuser/status/2019803663485579584) 2026-02-06T16:01Z [---] followers, [---] engagements "MEGA theme $DNA @aleabitoreddit This is only going to gain traction in [----]. $500m mkt cap running autonomous labs with LLM. Gift OpenAI CPO Kevin Weil says [----] will do to science what [----] did to software engineering If you aren't using AI to collaborate on research today you're already falling behind AI is no longer just synthesizing data; "it is going beyond the frontier of human understanding" https://t.co/SOLrPHwGAX OpenAI CPO Kevin Weil says [----] will do to science what [----] did to software engineering If you aren't using AI to collaborate on research today you're already falling" [X Link](https://x.com/anyuser/status/2021369386305716563) 2026-02-10T23:43Z [---] followers, [---] engagements "$DNA this is going to GO sub $500m mkt cap #long https://the-decoder.com/openai-and-ginkgo-bioworks-build-an-autonomous-lab-where-gpt-5-calls-the-shots/ https://the-decoder.com/openai-and-ginkgo-bioworks-build-an-autonomous-lab-where-gpt-5-calls-the-shots/" [X Link](https://x.com/anyuser/status/2019806765957652561) 2026-02-06T16:13Z [---] followers, [---] engagements "$DNA @RobertDurant7 feel like this is some news youd like We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW" [X Link](https://x.com/anyuser/status/2019815587787227546) 2026-02-06T16:48Z [---] followers, [---] engagements "Smart money knows how BIG this is for drug discovery. Finally a tangible outcome using AI. Look at all the OpenAI execs who personally tweeted about this news. 👀 $DNA x OpenAI will have more to share I imagine. Love it - @aleabitoreddit think youd like this. We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose" [X Link](https://x.com/anyuser/status/2021020973235888363) 2026-02-10T00:38Z [---] followers, [---] engagements "Amazing read. "The upside if we get it right is staggering. AI could compress a century of medical research into a decade. Cancer Alzheimer's infectious disease aging itself. these researchers genuinely believe these are solvable within our lifetimes." $DNA https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/anyuser/status/2021631556708921514) 2026-02-11T17:04Z [---] followers, [---] engagements "This is pretty monumental IMO $DNA back from the dead $500m mkt cap actual use case for AI $DNA says its autonomous lab powered by OpenAIs GPT-5 cut cell-free protein synthesis reaction component costs by 40% versus prior published methods. In the preprint they report producing sfGFP at $422 per gram in total reaction component costs vs $698 per gram previously https://t.co/uq79LacUJj $DNA says its autonomous lab powered by OpenAIs GPT-5 cut cell-free protein synthesis reaction component costs by 40% versus prior published methods. In the preprint they report producing sfGFP at $422 per gram" [X Link](https://x.com/anyuser/status/2019814406763475327) 2026-02-06T16:44Z [---] followers, [---] engagements "Zero X chatter on $DNA. Perfect. just like when I bought a boatload of $VPG in the high 20's. @aleabitoreddit BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy + science This may open up one the largest TAMs ever seen The study combined BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy + science" [X Link](https://x.com/anyuser/status/2020949126901530881) 2026-02-09T19:53Z [---] followers, [---] engagements "Ginkgo has spent nearly two decades developing best-in-class lab automation $DNA @aleabitoreddit A lot of people talking about this like it's a bunch of vibecoders who hooked up an LLM to some robots In reality Joy is one of the best experimentalists I've ever met (before she went to OpenAI) and Ginkgo has spent nearly two decades developing best-in-class lab automation A lot of people talking about this like it's a bunch of vibecoders who hooked up an LLM to some robots In reality Joy is one of the best experimentalists I've ever met (before she went to OpenAI) and Ginkgo has spent nearly" [X Link](https://x.com/anyuser/status/2021632398371565736) 2026-02-11T17:08Z [---] followers, [---] engagements "$DNA Dec25 - Deal with the DOE for [--] robot facility Jan26 - Partnership and breakthrough with OpenAI. I like the trend https://www.prnewswire.com/news-releases/ginkgo-bioworks-selected-by-pnnl-to-deliver-a-modular-highthroughput-phenotyping-platform-for-does-m2pc-302634071.html https://www.prnewswire.com/news-releases/ginkgo-bioworks-selected-by-pnnl-to-deliver-a-modular-highthroughput-phenotyping-platform-for-does-m2pc-302634071.html" [X Link](https://x.com/anyuser/status/2021708714118382008) 2026-02-11T22:11Z [---] followers, [---] engagements "Interestingly enough D. Boral Capital was the sole underwriter for $DJT (which hit $180 at one point). They seem to be able to move quickly to get deals closed as well upon researching. Just want to see the deck to see financial trends. $BCAR $BCAR SPAC DA late yesterday AH w/ Exascale a "provider of high-performance secure and scalable AI compute infrastructure for enterprise customers". "qualified contract pipeline exceeding $300 million in recurring revenue" $500M pre-money valuation Took long bc it was only a https://t.co/CNsvAKlxD7 $BCAR SPAC DA late yesterday AH w/ Exascale a "provider" [X Link](https://x.com/becomethetape/status/2017320524171354526) 2026-01-30T19:34Z [---] followers, [----] engagements "$BCAR wild to see the warrants sub $1 while $WLAC warrants above $3. I think $BCARW go well above $2 after the investor deck sheds more light. Its a super interesting model - high performance compute tailored at an affordable price for the non-hyperscalers. $500m val is juicy Exascale Labs Fuels Objaverse++: How Next-Gen GPU Infrastructure Accelerated a 3D AI Breakthrough Researchers from leading universities gathered over [------] 3D objects. Exascale Labs' GPU clusters with hands-on support accelerated training enhanced models and facilitated Exascale Labs Fuels Objaverse++: How Next-Gen GPU" [X Link](https://x.com/becomethetape/status/2019584737245893024) 2026-02-06T01:31Z [---] followers, [----] engagements "Yep $DNA hidden gem I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This is automated scientific progress. I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This is automated scientific progress" [X Link](https://x.com/anyuser/status/2019828476665352263) 2026-02-06T17:40Z [---] followers, [---] engagements "I think folks digest this news better over the weekend and $DNA could really re-rate in the coming days. This is huge. $500m mkt cap. for [---] years science was humanity's project to understand the universe. we are now mass producing knowledge no human can understand. the world is about to become a mystery again except this time the magic actually works for [---] years science was humanity's project to understand the universe. we are now mass producing knowledge no human can understand. the world is about to become a mystery again except this time the magic actually works" [X Link](https://x.com/anyuser/status/2019829760139096156) 2026-02-06T17:45Z [---] followers, [---] engagements "@aleabitoreddit You might like $BCAR - recent SPAC deal $500m valuation NeoCloud. Mini $CRWV $300m recurring rev and just signed another $50m contract" [X Link](https://x.com/becomethetape/status/2019860744318201913) 2026-02-06T19:48Z [---] followers, [---] engagements "@aleabitoreddit I think youd like $DNA for the moonshot basket. $500m mkt cap just had big need with OpenAI I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This is automated scientific progress. I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This" [X Link](https://x.com/becomethetape/status/2020708887931109434) 2026-02-09T03:58Z [---] followers, [---] engagements "I think $DNA just became a hidden gem overnight. Delayed EP @TedHZhang $450m mkt cap $400m cash $0 debt @aleabitoreddit BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy + science This may open up one the largest TAMs ever seen The study combined BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy +" [X Link](https://x.com/anyuser/status/2020898005046428088) 2026-02-09T16:30Z [---] followers, [----] engagements "@ThematicTrader @panda160566 Added more today $DNA" [X Link](https://x.com/becomethetape/status/2021342320818540990) 2026-02-10T21:55Z [---] followers, [--] engagements "@slow_developer CPO at OpenAI basically calls out @Ginkgo check his recent tweets Hidden gem i got that gut feeling. Favorite name in [----] now. $VPG close second @aleabitoreddit" [X Link](https://x.com/becomethetape/status/2021392894440112175) 2026-02-11T01:16Z [---] followers, [---] engagements "@ThematicTrader $DNA" [X Link](https://x.com/becomethetape/status/2022081728882651356) 2026-02-12T22:53Z [---] followers, [--] engagements "my goodness did someone finally figure out that $VPG is the ONLY pure play on Humanoids besides $TSLA I think VPG goes over $100 by EOY. Pinned tweet. I think VPG goes over $100 by EOY. Pinned tweet" [X Link](https://x.com/anyuser/status/1978525514991128804) 2025-10-15T18:16Z [---] followers, [----] engagements "I think VPG goes over $100 by EOY. Pinned tweet" [X Link](https://x.com/anyuser/status/1968424147844784503) 2025-09-17T21:17Z [---] followers, [----] engagements "$DNA Dec25 - Deal with the DOE for [--] robot facility Jan26 - Partnership and breakthrough with OpenAI. I like the trend https://www.prnewswire.com/news-releases/ginkgo-bioworks-selected-by-pnnl-to-deliver-a-modular-highthroughput-phenotyping-platform-for-does-m2pc-302634071.html https://www.prnewswire.com/news-releases/ginkgo-bioworks-selected-by-pnnl-to-deliver-a-modular-highthroughput-phenotyping-platform-for-does-m2pc-302634071.html" [X Link](https://x.com/anyuser/status/2021708714118382008) 2026-02-11T22:11Z [---] followers, [---] engagements "The other side of this is you financially can not afford to miss this bubble. Capital will be rotating and it is *very* important to capture this move https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/anyuser/status/2021632648876109999) 2026-02-11T17:09Z [---] followers, [--] engagements "Something Big Is Happening Think back to February [----]. If you were paying close attention you might have noticed a few people talking about a virus spreading overseas. But most of us weren't paying close attention. The stock http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592" [X Link](https://x.com/anyuser/status/2021256989876109403) 2026-02-10T16:16Z 299.2K followers, 81.7M engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@becomethetape brett favre capital
brett favre capital posts on X about $vpg, $dna, $tsla, ai the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-----] +89%
- [--] Month [------] +279%
- [--] Months [-------] -95%
- [--] Year [---------] +67%
Mentions: [--] #
- [--] Week [--] +7.90%
- [--] Month [--] +211%
- [--] Months [---] +681%
- [--] Year [---] +2,031%
Followers: [---] #
- [--] Week [---] +2.90%
- [--] Month [---] +14%
- [--] Months [---] +23%
- [--] Year [---] +118%
CreatorRank: [---------] #
Social Influence
Social category influence stocks cryptocurrencies finance automotive brands technology brands social networks travel destinations countries celebrities exchanges
Social topic influence $vpg, $dna #2, $tsla, ai, $brr, open ai #3265, $bcar, $500m #110, $btc, in the
Top accounts mentioned or mentioned by @aleabitoreddit @ericjackson @citronresearch @ginkgo @citrini7 @mikealfred @tedhzhang @beachtrades @apompliano @zastocks @kingtutcap @robertdurant7 @thematictrader @gmexbbbyq @tkcody @jjeffrey100 @geigercapital @donaldjtrumpjr @stocktalkweekly @wallstengine
Top assets mentioned Muhdo Hub (DNA) Tesla, Inc. (TSLA) ProCap BTC (BRR) Bitcoin (BTC) Asset Entities Inc. (ASST) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) retard to retired (R/R) Opendoor Technologies Inc Common Stock (OPEN) OpenServ (SERV) XPENG INC. (XPEV) CoreWeave, Inc (CRWV) Alphabet Inc Class A (GOOGL) Bakkt Holdings, Inc. (BKKT) Zcash (ZEC) Cypherpunk Technologies Inc. (CYPH) Bloom Energy Corporation (BE) Navitas Semiconductor Corporation Common Stock (NVTS) American Eagle Outfitters (AEO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Sanmina Corp (SANM) Advanced Micro Devices (AMD) Rocket Lab USA, Inc. Common Stock (RKLB) MP Materials Corp. (MP) USA Rare Earth, Inc. Class A Common Stock (USAR) TrumpCoin (DJT) Iris Energy Limited (IREN) Arteris, Inc. (AIP) Teradyne, Inc. (TER) Regal Rexnord, Corp. (RRX) Nextracker Inc. (NXT) Micropolis Holding Company (MCRP) pepe in a memes world (PEW) Applied Digital Corp. (APLD) AIRO Group Holdings, Inc. (AIRO) TeraWulf Inc. (WULF)
Top Social Posts
Top posts by engagements in the last [--] hours
"@jivraj_sachar @htaneja Any updates on outstanding SPACs $HAAC $REVH $CPAR"
X Link 2022-03-28T16:27Z [---] followers, [--] engagements
"Consumers are voting with their money. Target sending home employees in my area bc there are no shoppers. $TGT #capitalism"
X Link 2023-05-31T17:38Z [---] followers, [--] engagements
"$FFIE craziest move ever in [--] trading sessions"
X Link 2024-05-17T16:33Z [--] followers, [---] engagements
"@GMExBBBYQ @TKCODY @JJeffrey100 @Geiger_Capital Individuals can carryover capital losses indefinitely and write off $3k per year against gains. Could write off the full $1m if he made $1m in the same tax year as the $1m loss. CPA so what do i know Also personally have a 300k cap loss carryover- will take [---] yr [--] use"
X Link 2024-12-11T17:17Z [--] followers, [--] engagements
"@GMExBBBYQ @TKCODY @JJeffrey100 @Geiger_Capital The guy with GME in his name is definitely right 😂 https://buff.ly/400nDhn https://buff.ly/400nDhn"
X Link 2024-12-11T17:19Z [--] followers, [---] engagements
"😂😂 Fire every one of these Overpaid DEI hires ASAP. Janisse Quinones - LA Department of Water and Power CEO Salary: $750000 Kristina Crowley - First LGBTQ fire chief. Salary: $439722 Kristina Kepner - first Lesbian Assistant Chief LAFD. Salary: $264468 Kristine Larson - Fire every one of these Overpaid DEI hires ASAP. Janisse Quinones - LA Department of Water and Power CEO Salary: $750000 Kristina Crowley - First LGBTQ fire chief. Salary: $439722 Kristina Kepner - first Lesbian Assistant Chief LAFD. Salary: $264468 Kristine Larson -"
X Link 2025-01-10T05:31Z [--] followers, [--] engagements
"@TedHZhang I mean its great to see the "tide shifting". But where were all these people's principles and values when it mattered. Now the popular thing is to side with Trump"
X Link 2025-01-10T20:13Z [--] followers, [--] engagements
"$RKLB $RDW $LUNR $DXYZ look great and this little guy is awfully quiet off the 50d"
X Link 2025-01-31T18:09Z [--] followers, [---] engagements
"@KULRTech now is the time to drop a fire PR. Stock would double. Look at $RKLB $RDW $LUNR etc etc"
X Link 2025-01-31T18:26Z [--] followers, [---] engagements
"If trump buys bitcoin w the sovereign wealth fund we gonna rip. #dialed and ready Well. This feels like a very very significant candle https://t.co/RX4kbiHBQF Well. This feels like a very very significant candle https://t.co/RX4kbiHBQF"
X Link 2025-02-04T00:50Z [--] followers, [--] engagements
"@ibuycheapstocks @kylecscho $serv did a $200m shelf in sep24. Exercised $80m of that in Jan. Look at the stock now"
X Link 2025-02-07T22:58Z [---] followers, [----] engagements
"@ZaStocks @TLAMB91 $SERV just did a 200M shelf in September and 90m sale in Jan fwiw $RR huge catalyst Sunday - may go viral. M&A target $MCD etc https://www.nrn.com/restaurant-technology/richtech-robotics-debuts-robot-run-coffee-shop-in-las-vegas https://www.nrn.com/restaurant-technology/richtech-robotics-debuts-robot-run-coffee-shop-in-las-vegas"
X Link 2025-02-08T02:55Z [---] followers, [---] engagements
"$MCRP autonomous #humanoid robotics will catch fire. 4m float https://t.co/fHsOY9GtCW $TSLA cool will get all pumped about their robots https://t.co/fHsOY9GtCW $TSLA cool will get all pumped about their robots"
X Link 2025-03-25T23:45Z [--] followers, [---] engagements
"With IPOs going nuts $CRWV $WTF $NMAX - $MCRP could top them all. If you think the first direct list from Dubai isnt going to get tons of PR youre crazy. Oh and its got a 3.8m float for awhile #autonomous #robotics $TSLA Dubai event in April as well catalysts galore"
X Link 2025-04-01T20:13Z [--] followers, [---] engagements
"Someone explain to me in what world Trump doesnt executive order #rareearths in some fashion. Chinas domination of the supply chain is a national security issue $MP $USAR only [--] tickers to play"
X Link 2025-04-09T22:19Z [--] followers, [---] engagements
"I miss TD Ameritrade. Whats the closest thing Schwab and Fidelity bleh"
X Link 2025-04-13T18:23Z [--] followers, [--] engagements
"$CLBR $CEP buckle up"
X Link 2025-04-24T14:34Z [--] followers, [----] engagements
"Before the crowd though its impossible to know when the DT jr. tweets will flow $CLBR. Maybe the most epic ticker ever after merger $PEW would be shocked if this doesn't hit $100 esp after some idiot shares redeem after the vote and float gets tighter $CEP hitting $30. $CLBR next $CEP hitting $30. $CLBR next"
X Link 2025-04-28T18:21Z [---] followers, [---] engagements
"$CLBR 17m float i believe. Traded 15m shares since 4/23. Arbitrage funds should be out by end of today. After hours and tomorrow on high alert for crazy town $CEP $BULL $DWAC"
X Link 2025-04-28T19:33Z [---] followers, [---] engagements
"$CEP looks like it wants to rip to $50. Meanwhile $CLBR trading barely above NAV while Trump Jr. just said "big things coming" (remember Trump's tweet 'great time to buy' before we gapped up 9%)"
X Link 2025-04-29T22:52Z [---] followers, [----] engagements
"could honestly see $BTC going 100k+ CEP going ballistic. folks will be looking for the next SPAC. Theres only two trade-able SPACs rn IMO $CEP $CLBR. if you dont think CLBR will continue to push PR out you haven't been paying attention"
X Link 2025-04-29T22:57Z [---] followers, [----] engagements
"$CLBR $CEP kind of shocked this SPAC sitting at $12 hasn't been found my most people yet. Once this starts catching volume it could actually $DWAC aka 10x"
X Link 2025-05-01T00:57Z [---] followers, [----] engagements
"$CEP trying for that $50 tag. absolute monster. Probably about time to scale out $CLBR next $DJT $DWAC could honestly see $BTC going 100k+ CEP going ballistic. folks will be looking for the next SPAC. Theres only two trade-able SPACs rn IMO $CEP $CLBR. if you dont think CLBR will continue to push PR out you haven't been paying attention could honestly see $BTC going 100k+ CEP going ballistic. folks will be looking for the next SPAC. Theres only two trade-able SPACs rn IMO $CEP $CLBR. if you dont think CLBR will continue to push PR out you haven't been paying attention"
X Link 2025-05-01T13:30Z [---] followers, [---] engagements
"@realDonaldTrump @DonaldJTrumpJr response to this could 2x the stock in minutes $CLBR perfectly positioned as the top online retailer for guns. profitable and growing. Walmart / Dicks Sporting / etc leaving the space left a massive unmet market $CEP $DJT Yesterday I introduced legislation to ban assault weapons. It's common sense. It will save lives. And it's long overdue. https://t.co/yYxGmX5l92 Yesterday I introduced legislation to ban assault weapons. It's common sense. It will save lives. And it's long overdue. https://t.co/yYxGmX5l92"
X Link 2025-05-01T14:22Z [---] followers, [---] engagements
"$clbr believe this will look super obvious in hindsight $pew. Reiterating this for all the after-the-fact furus. Think everyone has the mindset ill buy when ticker change which makes me think this runs well before that (i.e $CEP) @DonaldJTrumpJr $CLBR $CEP kind of shocked this SPAC sitting at $12 hasn't been found my most people yet. Once this starts catching volume it could actually $DWAC aka 10x https://t.co/whPzjul0K3 $CLBR $CEP kind of shocked this SPAC sitting at $12 hasn't been found my most people yet. Once this starts catching volume it could actually $DWAC aka 10x"
X Link 2025-05-01T23:32Z [---] followers, [----] engagements
"$GWAV kind of reminds me of $TSSI story in the sense of established company beaten down stock at a major turning point. All will rely on execution obviously. Im still digging through but open to hear any thoughts $mp $uamy $nb $usar"
X Link 2025-07-14T14:40Z [---] followers, [----] engagements
"$APLD $NVTS"
X Link 2025-07-14T17:51Z [---] followers, [---] engagements
"Theres not much fintwit chatter on $NVTS 🤔"
X Link 2025-07-17T18:57Z [---] followers, [---] engagements
"Drone stocks #hammer candles galore $avav $umac #airo"
X Link 2025-07-22T18:30Z [---] followers, [---] engagements
"$AIRO $VOYG $UAVS"
X Link 2025-07-23T16:29Z [---] followers, [---] engagements
"$AIRO Sky-Watch has ties to $PLTR #defense #drones already being used in Ukraine https://defence-industry.eu/sky-watch-enters-into-cooperation-with-palantir-technologies/ https://defence-industry.eu/sky-watch-enters-into-cooperation-with-palantir-technologies/"
X Link 2025-07-23T16:38Z [---] followers, [---] engagements
"$AEO show me a 100m volume bar tmmrw if this catches on. this is meme worthy Sydney Sweeney for American Eagle https://t.co/7RFIbKtcPq Sydney Sweeney for American Eagle https://t.co/7RFIbKtcPq"
X Link 2025-07-23T19:49Z [---] followers, [---] engagements
"$AEO + Sydney Sweeney. this has all the ingredients for a hilarious MEME run. Seeing 21m shares short @stocktalkweekly @StockMKTNewz @Fxhedgers @hkuppy @wallstengine @ericjackson @zerohedge Sydney Sweeney for American Eagle's Fall [----] campaign https://t.co/ps2oZjKSy1 Sydney Sweeney for American Eagle's Fall [----] campaign https://t.co/ps2oZjKSy1"
X Link 2025-07-23T20:49Z [---] followers, [---] engagements
"$AEO professional technical analysis says $20 incoming 👀"
X Link 2025-07-23T21:04Z [---] followers, [----] engagements
"Sydney Sweeney's previous partnership resulted in a $1.5B deal shortly after for Dr. Squatch $AEO"
X Link 2025-07-23T21:43Z [---] followers, [---] engagements
"Fav setup into next week - dips getting bought + NVDA partnership (legit not just fluff PR) + huge short float + copper tariff/shortage $nvts"
X Link 2025-07-27T20:41Z [---] followers, [---] engagements
"@StockSavvyShay $NVTS $APLD"
X Link 2025-07-30T22:28Z [---] followers, [----] engagements
"$WULF on this $GOOGL move Think it has its day here soon. $IREN $CIFR"
X Link 2025-09-03T15:35Z [---] followers, [---] engagements
"This should set off $WULF #chart NEBIUS $NBIS REPORTS $17.4 BILLION DOLLAR PACT THROUGH [----] WITH MICROSOFT $MSFT - Bloomberg We have been talking about this name a bunch on the spaces free alpha given out every day @StocksOnSpaces https://t.co/W7PJHSk139 NEBIUS $NBIS REPORTS $17.4 BILLION DOLLAR PACT THROUGH [----] WITH MICROSOFT $MSFT - Bloomberg We have been talking about this name a bunch on the spaces free alpha given out every day @StocksOnSpaces https://t.co/W7PJHSk139"
X Link 2025-09-08T22:06Z [---] followers, [---] engagements
"$SLDP on the $QS move usually lags $QS by a few days"
X Link 2025-09-18T15:41Z [---] followers, [---] engagements
"$BKKT 11.2m public float (per ChatGPT). This could really go $IREN"
X Link 2025-09-22T14:04Z [---] followers, [---] engagements
"Not overthinking how the rest of the tape is acting but pretty big reversal bar on $TSLA today. its been on a tear & a pullback would be healthy. but wonder if foreshadowing some broader momo digestion"
X Link 2025-10-02T19:52Z [---] followers, [---] engagements
"You can currently buy $SANM for 2% higher than after its Q3 earnings beat at the end of July [----]. They're expecting to close the ZT Systems acquisition in Q4 [----] (mgmt has indicated ideally before earnings on 11/4). @Citrini7 would love your thoughts Sanmina will benefit huge from $AMD OpenAI deal $SANM - Sanmina's $3B Bet on AI Infrastructure: A Strategic Play for the $500B Data Center Revolution Written bySamuel Reed Monday May [--] [----] 7:54 am ET The AMD Partnership: A Pipeline to Dominance The partnership with AMD Sanmina will benefit huge from $AMD OpenAI deal $SANM - Sanmina's $3B Bet"
X Link 2025-10-07T20:31Z [---] followers, [---] engagements
"Surprised $AIP not gunning on this $AMD move @pennycheck"
X Link 2025-10-08T15:56Z [---] followers, [---] engagements
"If $AMD breaks the OpenAI highs $AIP $SAMN on high watch. Can't believe the lack of fintwit chatter on these two. but that makes me like it even more https://www.stocktitan.net/news/AIP/arteris-to-provide-flex-gen-smart-no-c-ip-in-next-generation-amd-ai-blwksuwakkwr.html https://www.stocktitan.net/news/AIP/arteris-to-provide-flex-gen-smart-no-c-ip-in-next-generation-amd-ai-blwksuwakkwr.html"
X Link 2025-10-08T17:01Z [---] followers, [---] engagements
"$VERI looks juicy "The company stated it is on track to formalize partnerships with nearly every major hyperscaler by the end of [----]. Veritones technology focuses on transforming unstructured data into actionable license-ready intelligence for AI development""
X Link 2025-10-16T14:32Z [---] followers, [---] engagements
"$RKLY Senvest Management UBS OConnor and Medtronic are in the PIPE (S-1). They will NOT be dumping. This isnt some shitty $SOAC $BLUW $HLBZ type deal. 🚀🚀"
X Link 2021-09-09T19:14Z [---] followers, [--] engagements
"$rr advisory board $MCD"
X Link 2025-02-09T18:31Z [--] followers, [----] engagements
"@geoffreyporte20 @neilsbhatia Love ur posts geoffrey but one of the hottest private cos of all time is not going to reverse merge w a beaten down 300MC biz. 0% chance. Super bullish MVIS via large agreement and/or buyout however"
X Link 2025-03-02T18:32Z [---] followers, [---] engagements
"$UAMY $NB $MP $USAR (first two are my picks). The Pentagon is moving quickly to secure U.S. access to critical minerals aiming to cut reliance on China for rare earth magnets. Officials say more investments are being considered with $540M already committed to support U.S. and allied supply chains. - CNBC https://t.co/DAoy0YeXxm The Pentagon is moving quickly to secure U.S. access to critical minerals aiming to cut reliance on China for rare earth magnets. Officials say more investments are being considered with $540M already committed to support U.S. and allied supply chains. - CNBC"
X Link 2025-07-15T17:39Z [---] followers, [---] engagements
"not many tight pivots. but here's one at the heart of the AI build out $CLS"
X Link 2025-09-22T19:21Z [---] followers, [--] engagements
"$LAC and $SGML used to like running together"
X Link 2025-09-24T15:15Z [---] followers, [---] engagements
"$SGML LULA TO DISCUSS CRITICAL METALS PLAN WITH TRUMP: CNN BRASIL LULA TO DISCUSS CRITICAL METALS PLAN WITH TRUMP: CNN BRASIL"
X Link 2025-09-25T14:54Z [---] followers, [--] engagements
"$amd free float is around 1.6B. Has already traded 600m through Thurs. will probably trade 40-45% of the float this week. Just insane for a company this size $sanm $aip"
X Link 2025-10-09T19:59Z [---] followers, [---] engagements
"This news [--] day before the recent Trump tariffs. Official action next week $NTGR $ADTN $EXTR $NTGR US WEIGHS ACTION AGAINST CHINA-CONNECTED ROUTER GIANT TP-LINK $ADTN $EXTR $NTGR US WEIGHS ACTION AGAINST CHINA-CONNECTED ROUTER GIANT TP-LINK"
X Link 2025-10-10T21:50Z [---] followers, [---] engagements
"$NTGR December 2024: The Commerce Department's decision expected next year could mark one of the most significant moves to purge Chinese tech from U.S. infrastructure since Huawei. Oct 9th 2025: U.S. WEIGHS BAN ON TP-LINK ROUTERS OVER NATIONAL SECURITY RISKS - WSJ Federal authorities are investigating Chinese router giant TP-Link which holds 65% of the U.S. home router market for security vulnerabilities linked to cyberattacks. The probes follow concerns about https://t.co/1XFZa1ytbJ U.S. WEIGHS BAN ON TP-LINK ROUTERS OVER NATIONAL SECURITY RISKS - WSJ Federal authorities are investigating"
X Link 2025-10-10T21:58Z [---] followers, [---] engagements
"@JaguarAnalytics $NTGR 👀 thank you for the find. Reminds me of the cadence of the rare earth exec orders. TP-Link initial determination seems highly likely (also considering the Nov [--] deadline and recent Trump tweets) and not priced in"
X Link 2025-10-11T00:59Z [---] followers, [----] engagements
"on this $IRBT news + $TSLA Optimus [--] in early Nov. Robotics theme has a ton of catalysts. $MBOT has my eye. Commercialization starting Q4 https://www.stocktitan.net/news/MBOT/microbot-medical-secures-u-s-based-logistics-partner-to-support-the-3mu8rca176j3.html https://www.stocktitan.net/news/MBOT/microbot-medical-secures-u-s-based-logistics-partner-to-support-the-3mu8rca176j3.html"
X Link 2025-10-15T15:28Z [---] followers, [----] engagements
"$MBOT $MBOT 👀 "The company has developed the worlds first single-use fully disposable endovascular robotic system which aims to eliminate traditional barriers to accessing advanced robotic systems" #medical #endovascular #robotics https://t.co/hcqMfRfQ0Y $MBOT 👀 "The company has developed the worlds first single-use fully disposable endovascular robotic system which aims to eliminate traditional barriers to accessing advanced robotic systems" #medical #endovascular #robotics https://t.co/hcqMfRfQ0Y"
X Link 2025-10-15T15:29Z [---] followers, [---] engagements
"@beach_trades $MBOT at a great level. https://www.stocktitan.net/news/MBOT/microbot-medical-secures-u-s-based-logistics-partner-to-support-the-3mu8rca176j3.html https://www.stocktitan.net/news/MBOT/microbot-medical-secures-u-s-based-logistics-partner-to-support-the-3mu8rca176j3.html"
X Link 2025-10-15T16:29Z [---] followers, [---] engagements
"my goodness did someone finally figure out that $VPG is the ONLY pure play on Humanoids besides $TSLA I think VPG goes over $100 by EOY. Pinned tweet. I think VPG goes over $100 by EOY. Pinned tweet"
X Link 2025-10-15T18:16Z [---] followers, [----] engagements
"$BWXT up 25% since $BWXT. still a sleeper to the masses $BWXT. still a sleeper to the masses"
X Link 2025-10-16T14:48Z [---] followers, [--] engagements
"Trying to get positioned early into robotics names ahead of $TSLA 11/6 Optimus [--] reveal. $MBOT has a $12 PT out by Wainwright. $RR $SERV @ZaStocks @wallstengine @beach_trades $MBOT PT Raised from $9 to $12 at H.C. Wainwright. The analyst commented: " Management plans to start commercialization in the U.S. in 4Q25. The initial addressable market comprises approximately 2.5M peripheral endovascular procedures annually in the U.S. In the pivotal study https://t.co/ZSfzSxO3Xg $MBOT PT Raised from $9 to $12 at H.C. Wainwright. The analyst commented: " Management plans to start commercialization in"
X Link 2025-10-16T15:29Z [---] followers, [---] engagements
"$VERI this is a grand slam stock. CEO today: "We are firmly on track to have formalized partnerships with nearly every major hyperscaler by the end of 2025". $400m mkt cap is the sweet spot for a fast 5x. Capital raise GOOD when funding big growth. Now can trade it"
X Link 2025-10-16T22:30Z [---] followers, [----] engagements
"$BRR long a shit ton. has range from back in June. Go look at $HOND $CCCX and how they climb off the floor. "we will be announcing the rest of the board later this week." I have received some questions about what we plan to do at ProCap Financial. Our goal is to build a modern financial services firm. Think of the legacy financial services firms that offer products and services to solve problems for customers. They have dollar-denominated I have received some questions about what we plan to do at ProCap Financial. Our goal is to build a modern financial services firm. Think of the legacy"
X Link 2025-10-21T16:07Z [---] followers, [----] engagements
"Imagine $BTC to $130000. Then @ericjackson bitcoin play $BRR goes to ____ $open gone 🚀 $betr gone 🚀 $btq gone 🚀"
X Link 2025-10-23T18:46Z [---] followers, [---] engagements
"$BRR already hit $17 in June. It has range"
X Link 2025-10-23T18:48Z [---] followers, [--] engagements
"Now $BRR has $GLXY team on it. Im telling you this is like loading $HOND or $CCCX at NAV. Its the only @ericjackson SPAC for goodness sake The team you build is the company you build. Today we are announcing the next two nominations for the board of directors at ProCap Financial. @BillKoutsouras will join us as the Lead Independent Director and the Chair of the Audit Committee. Bill has served in these same roles The team you build is the company you build. Today we are announcing the next two nominations for the board of directors at ProCap Financial. @BillKoutsouras will join us as the Lead"
X Link 2025-10-23T19:17Z [---] followers, [---] engagements
"$VPG cats just about out of the bag it appears I think VPG goes over $100 by EOY. Pinned tweet. I think VPG goes over $100 by EOY. Pinned tweet"
X Link 2025-10-24T16:28Z [---] followers, [---] engagements
"$BRR next. I'm just tweeting my thoughts into the void. I am candidly shocked the ONLY SPAC that @ericjackson is on has not gotten more attention. I will keep adding the better $OPEN and $BTC trade. $ASST $ASST Mike Alfred long $ASST Mike Alfred long"
X Link 2025-10-24T19:13Z [---] followers, [---] engagements
"@jb_equities @ericjackson @Stocktwits @mikealfred Nailed it. Will the 4th be $BRR"
X Link 2025-10-24T21:17Z [---] followers, [--] engagements
"@ericjackson need a post on this $BRR Way to go @APompliano doing right by your SPAC shareholders thank you $CCCM $CCCMW now the ONLY SPAC bitcoin treasury company allowing public shareholders to participate in Bitcoin price appreciation before the merger date. $BTC $MSTR $MARA $RIOT $CEPO $CEP Way to go @APompliano doing right by your SPAC shareholders thank you $CCCM $CCCMW now the ONLY SPAC bitcoin treasury company allowing public shareholders to participate in Bitcoin price appreciation before the merger date. $BTC $MSTR $MARA $RIOT $CEPO $CEP"
X Link 2025-10-24T23:14Z [---] followers, [---] engagements
"I think $ASST will see even more volume come in next week and share price will continue to climb due to the increased exposure on a variety of retail chat-boards. Note: i was very long $BKKT in the 12's with the same thesis. https://x.com/becomethetape/status/1970127180131639514 $BKKT 11.2m public float (per ChatGPT). This could really go $IREN https://x.com/becomethetape/status/1970127180131639514 $BKKT 11.2m public float (per ChatGPT). This could really go $IREN"
X Link 2025-10-26T01:24Z [---] followers, [---] engagements
"Now to $BRR - which IMO is the undiscovered trade of a lifetime. On 10/21 @ericjackson joined the Board of Directors of $BRR a Bitcoin Treasury SPAC led by @APompliano. Obviously @ericjackson is the $OPEN army leader and has a huge retail following. https://x.com/ericjackson/status/1980622043654524964 🙏🏻 Really excited to work with Anthony and bring in the voice of the retail investor to board discussions. $BRR will be the better for it https://x.com/ericjackson/status/1980622043654524964 🙏🏻 Really excited to work with Anthony and bring in the voice of the retail investor to board"
X Link 2025-10-26T01:24Z [---] followers, [--] engagements
"$BRR's goal is to compete with the legacy financial services firms with an important caveat - by using a bitcoin-denominated balance sheet. It is trading [--] cents away for NAV (cash) and has options with various strikes only having 10-30% IV (yes you read that right)"
X Link 2025-10-26T01:24Z [---] followers, [--] engagements
"The stock is clearly being priced for absolutely zero movement. which could be the case. OR could be the market makers not realizing that a few tweets from @ericjackson could send the stock flying. (in which case the options would see 20x 50x 100x+ movements)"
X Link 2025-10-26T01:24Z [---] followers, [--] engagements
"The ultimate kicker is $BRR CEO is boys with @mikealfred. Makes sense given their views on $BTC and if you don't believe me just go search @APompliano 's tweets (example below) https://x.com/APompliano/status/1163077897906794497 Many of you dont know this but while building Digital Assets Data @mikealfred has been training to run the Leadville [---] Ultramarathon. This man ran [---] miles over a [--] hour period in a high altitude environment. Iron sharpens iron. And never bet against entrepreneurs 🔥 https://x.com/APompliano/status/1163077897906794497 Many of you dont know this but while building"
X Link 2025-10-26T01:24Z [---] followers, [--] engagements
"THREAD🧵: Why $BRR is the next $ASST $BKKT $OPEN. TLDR: @ericjackson + @mikealfred = 🚀🚀🚀 On 10/21 @ericjackson joined the Board of Directors of $BRR. Obviously @ericjackson is the $OPEN army leader and has a huge following https://x.com/ericjackson/status/1980622043654524964 🙏🏻 Really excited to work with Anthony and bring in the voice of the retail investor to board discussions. $BRR will be the better for it https://x.com/ericjackson/status/1980622043654524964 🙏🏻 Really excited to work with Anthony and bring in the voice of the retail investor to board discussions. $BRR will be the"
X Link 2025-10-26T17:06Z [---] followers, [---] engagements
"This alone could send the stock flying with @ericjackson on board. However there is a strong chance that @mikealfred joins the board as well. - Friends with @APompliano + EJ -Engaged with $BTC $BRR -Shares vision for $BTC treasury co's e.g. $ASST https://x.com/mikealfred/status/1980621191091281970 @APompliano @ericjackson Smart pickup. A lot of folks arent thinking about this correctly. Well done. https://x.com/mikealfred/status/1980621191091281970 @APompliano @ericjackson Smart pickup. A lot of folks arent thinking about this correctly. Well done"
X Link 2025-10-26T17:06Z [---] followers, [---] engagements
"If you could hand pick a perfect leadership team to send a stock flying who would it be My picks are @ericjackson and @mikealfred. $BRR ALREADY has @ericjackson . and it is not far fetched to think that @mikealfred could be joining the $BRR board of directors next"
X Link 2025-10-26T17:06Z [---] followers, [---] engagements
"$BRR is trading [--] cents from cash (nearly risk free) with an option chains that is pricing the stock for ZERO movement. Add in $BTC trading well which $BRR holders benefit from and you have all the ingredients for absolute fireworks. Not financial advice"
X Link 2025-10-26T17:06Z [---] followers, [---] engagements
"$ASST going to pop 50% Monday pre mkt. Havent seen this level of chatter since $OPEN on retail boards. Then $BRR will catch fire as the only $BTC treasury with @ericjackson on board. If this happens $BRR calls will 100x. Theyre mispriced"
X Link 2025-10-26T17:19Z [---] followers, [---] engagements
"$BTC trying to breakout. Eric Jackson just joined $BRR last week 👀👀👀 Cc: $ASST $BKKT $OPEN $BYND Most people might see ProCap Financial ($BRR) and think its just another company putting Bitcoin on the balance sheet. Theyre missing the point entirely. Most people might see ProCap Financial ($BRR) and think its just another company putting Bitcoin on the balance sheet. Theyre missing the point entirely"
X Link 2025-10-26T22:13Z [---] followers, [---] engagements
"@TT_stocks_ 🚀🚀🚀 if you like $ASST then check out $BRR Bitcoin Treasury that @ericjackson just joined the Board last week. Wouldnt be shocked to see Mike Alfred join here soon. Options IV is like 15% https://x.com/ericjackson/status/1980629306947826090s=46 Most people might see ProCap Financial ($BRR) and think its just another company putting Bitcoin on the balance sheet. Theyre missing the point entirely. https://x.com/ericjackson/status/1980629306947826090s=46 Most people might see ProCap Financial ($BRR) and think its just another company putting Bitcoin on the balance sheet. Theyre"
X Link 2025-10-26T22:57Z [---] followers, [---] engagements
"@colin_gladman 🚀🚀🚀 if you like $ASST then check out $BRR Bitcoin Treasury that @ericjackson just joined the Board last week. Wouldnt be shocked to see Mike Alfred join here soon. Options IV is like 15%"
X Link 2025-10-26T22:59Z [---] followers, [--] engagements
"@TT_stocks_ $brr juiciest one @ericjackson on board and completely unfound"
X Link 2025-10-27T02:07Z [---] followers, [---] engagements
"Given the move in $ASST . Only a matter of time until the crowd finds the next BTC treasury play with @ericjackson involved. $BRR will look so obvious in hindsight. $NAKA $OPEN $ASST $BKKT $BRR"
X Link 2025-10-28T00:37Z [---] followers, [---] engagements
"Did anyone else notice that @ericjackson just added $BRR to his bio Love it with $BTC trying to breakout"
X Link 2025-10-28T14:27Z [---] followers, [---] engagements
"$VPG i would highly recommend reading the last two earnings call transcripts as well as the transcript from the CEO sit-down at the Jeffries fire side. Everyone is about to realize this is a key supplier for high/precision sensors in Humanoids. $TSLA I think VPG goes over $100 by EOY. Pinned tweet. I think VPG goes over $100 by EOY. Pinned tweet"
X Link 2025-10-29T00:22Z [---] followers, [---] engagements
"Long some but would love to see this flag out for a few weeks and pull back to [--] ema before hitting it with size $NOK"
X Link 2025-10-29T01:20Z [---] followers, [--] engagements
"I still kind of sit here baffled that $BRR $10 calls are trading at intrinsic basically. Risk 20% for 10x+ on a few tweets Just cant believe an Eric Jackson play has 15% IV. I think 7/10 times i feel like this it hits big. Timing is always the hardest part. $ASST"
X Link 2025-10-29T01:24Z [---] followers, [---] engagements
"Eyes on $BTC for this one (as well as $ASST etc). U&R on the weekly and if this builds towards highs i will really put my nuts on the table in $BRR. Pretty unique situation. The $HOND $12.5 calls were dead then went from .1 - 5+. These things slowly climb off NAV then go"
X Link 2025-10-29T01:27Z [---] followers, [---] engagements
"$VPG has been trading in this base for [--] YEARS. Over $45 is blue skies. "The bigger the base the bigger the move" Gets zero attention although I suspect that is about to change. $TSLA Story + fundamentals + theme + chart"
X Link 2025-10-30T01:29Z [---] followers, [---] engagements
"Long $NNDM this could go $NNDM James Altucher long idea "The Deal of A Lifetime. Revolutionary Tech leader with a ton of value." $NNDM James Altucher long idea "The Deal of A Lifetime. Revolutionary Tech leader with a ton of value.""
X Link 2025-10-30T17:47Z [---] followers, [---] engagements
"$SANM blast off You can currently buy $SANM for 2% higher than after its Q3 earnings beat at the end of July [----]. They're expecting to close the ZT Systems acquisition in Q4 [----] (mgmt has indicated ideally before earnings on 11/4). @Citrini7 would love your thoughts You can currently buy $SANM for 2% higher than after its Q3 earnings beat at the end of July [----]. They're expecting to close the ZT Systems acquisition in Q4 [----] (mgmt has indicated ideally before earnings on 11/4). @Citrini7 would love your thoughts"
X Link 2025-11-03T21:38Z [---] followers, [---] engagements
"$VPG another $2m in humanoid follow on orders this Q. Mgmt said in discussions for high volume production with humanoid cust. #1. Basically saying its $TSLA without being allowed to say it"
X Link 2025-11-04T14:31Z [---] followers, [---] engagements
"@kingtutcap nails it and the inflection point is happening now. FinTwit seemingly forgot about this one as the stock has steadily climbed higher the last [--] months (smart money accumulating). Continued momentum with follow on orders w/ humanoid cust #1 $TSLA and [--] others now Initiated a starter position in $VPG this morning. After further diligence the ties of them being a key supplier for $TSLA's humanoid robots is becoming clearer by the day; and maybe Figure AI as well. The CEO was at the Sidoti Investment conference two weeks ago and stated https://t.co/js71Sp48Lf Initiated a starter"
X Link 2025-11-04T15:43Z [---] followers, [--] engagements
"$VPG $TSLA This is gearing up for a huge move w/ speculation of $TSLA Optimus [--] details on Nov. 6th. $VPG CEO today said in discussions w humanoid customer #1 for high volume manufacturing @CitronResearch Initiated a starter position in $VPG this morning. After further diligence the ties of them being a key supplier for $TSLA's humanoid robots is becoming clearer by the day; and maybe Figure AI as well. The CEO was at the Sidoti Investment conference two weeks ago and stated https://t.co/js71Sp48Lf Initiated a starter position in $VPG this morning. After further diligence the ties of them"
X Link 2025-11-04T15:50Z [---] followers, [--] engagements
"$VPG [--] [--] mentions of "humanoids" in the last earnings call. Discussions regarding "high-volume production" w/ primary customer Is there a single other pure-play humanoid stock out there besides $TSLA cc: @CitronResearch @kingtutcap @Mike10947310 @RobertDurant7"
X Link 2025-11-04T16:06Z [---] followers, [---] engagements
"$SANM boom You can currently buy $SANM for 2% higher than after its Q3 earnings beat at the end of July [----]. They're expecting to close the ZT Systems acquisition in Q4 [----] (mgmt has indicated ideally before earnings on 11/4). @Citrini7 would love your thoughts You can currently buy $SANM for 2% higher than after its Q3 earnings beat at the end of July [----]. They're expecting to close the ZT Systems acquisition in Q4 [----] (mgmt has indicated ideally before earnings on 11/4). @Citrini7 would love your thoughts"
X Link 2025-11-04T16:46Z [---] followers, [--] engagements
"I like all robotic names for a one-day trade here on the $TSLA shareholder meeting after close. $RR $SERV $TER $VPG etc"
X Link 2025-11-06T20:42Z [---] followers, [---] engagements
"And now on the 3Q25 earnings call $VPG says "there are discussions between us and our customers regarding VPG's capability to support higher vol manufacturing" Only humanoid pure outside of $TSLA / $XPEV (and its a profitable $400m mkt cap) @CitronResearch @kingtutcap "We've been working with leading form-factor developer now for the last year and a half. That company has publicly stated that they want to see thousands of these robots in their factory by end of 2025.This could be a gamechanger". $VPG $TSLA "We've been working with leading form-factor developer now for the last year and a"
X Link 2025-11-10T02:31Z [---] followers, [---] engagements
"@mikealfred Printer goes $BRR"
X Link 2025-11-10T03:44Z [---] followers, [---] engagements
"$XPEV so strong after the humanoid news Friday. Huge volume coming in. Good chance #humanoids are the next big theme which really hasn't caught on yet Hello world. IRON is on track for mass production bringing us closer to large-scale humanoid manufacturing by [----]. IRON is not just a machine but a companion built with purpose. A new chapter of intelligence begins. $XPEV https://t.co/4LI96Qcnyd Hello world. IRON is on track for mass production bringing us closer to large-scale humanoid manufacturing by [----]. IRON is not just a machine but a companion built with purpose. A new chapter of"
X Link 2025-11-10T22:08Z [---] followers, [---] engagements
"$VPG timeline thread aka per @CitronResearch "The Hidden Tesla Optimus Play" -Aug24: Management echoed Teslas exact production timeline stating their customer planned thousands of robots internally by the end of [----]. This mirrors Musks explicit statements perfectly"
X Link 2025-11-10T22:23Z [---] followers, [---] engagements
"-Nov25 "Customers one we are ahead with the design and the other we are in the prototype levels. Already now there are some discussions regarding higher volume production" Presumably working with @Tesla_Optimus @Figure_robot and others (speculation). Surely aligns w Musk TL"
X Link 2025-11-10T22:23Z [---] followers, [--] engagements
"Few sources - note this is highly summarized and just using X to track a few high level thoughts. https://www.fool.com/earnings/call-transcripts/2025/11/04/vishay-precision-vpg-q3-2025-earnings-transcript/ https://www.investing.com/news/transcripts/vishay-precision-at-jefferies-conference-expanding-horizons-in-sensor-technology-93CH-4223194 https://citronresearch.com/wp-content/uploads/2025/04/Citron-Research-Long-Vishay-Precision-Group.pdf https://www.fool.com/earnings/call-transcripts/2025/11/04/vishay-precision-vpg-q3-2025-earnings-transcript/"
X Link 2025-11-10T22:23Z [---] followers, [--] engagements
"@ZaStocks 100% and I couldn't agree more with your $TSLA thesis. Think you'd be interested in $VPG - the critical "picks-and-shovels" supplier quietly powering Tesla Optimus Big developments recently and has gone under the radar ever since Citron rec. https://citronresearch.com/wp-content/uploads/2025/04/Citron-Research-Long-Vishay-Precision-Group.pdf https://citronresearch.com/wp-content/uploads/2025/04/Citron-Research-Long-Vishay-Precision-Group.pdf"
X Link 2025-11-12T00:36Z [---] followers, [---] engagements
"@Citrini7 Yes. You should look into $VPG as well https://www.micro-measurements.com/humanoid-robotics https://www.micro-measurements.com/humanoid-robotics"
X Link 2025-11-12T04:28Z [---] followers, [--] engagements
"@Citrini7 $VPG working with TSLA"
X Link 2025-11-12T04:31Z [---] followers, [--] engagements
"$VPG $RRX $ALNT $TSLA $XPEV"
X Link 2025-11-12T20:32Z [---] followers, [---] engagements
"Yolo Nividia Bitcoin You meet your [--] year old self youre allowed [--] words. What do you say You meet your [--] year old self youre allowed [--] words. What do you say"
X Link 2025-11-12T20:56Z [---] followers, [--] engagements
"Who likes #LinkedInAlpha Recently $VPG has gone from never posting abt humanoids to posting about humanoids 1+ times per week 👀 Last ER discussions for high volume manufacturing $TSLA $RR $SERV $ALNT $RRX $TER @CitronResearch @Citrini7 @GoingBallistic5 @Tesla_Optimus"
X Link 2025-11-13T01:22Z [---] followers, [---] engagements
"Good entry spot in $XPEV off the 10ema/breakout retest. That volume and humanoid theme are enough for me to get long"
X Link 2025-11-14T16:01Z [---] followers, [----] engagements
"Humanoid theme has majority of my focus. Theme of a lifetime imo. Still like some select AI/datacenter build-out (BE VRT etc) but some of those names have had their fun already (IREN CIFR etc). $TSLA $XPEV $VPG $RRX $ALNT $TER any others NEW 🚨 China begins world's first mass humanoid robot delivery Shenzhen has reached a big milestone in robotics: UBTECH Robotics has now delivered hundreds of its Walker S2 humanoid robots to real industrial workplaces. https://t.co/ylmhi6Fa4M NEW 🚨 China begins world's first mass humanoid robot delivery Shenzhen has reached a big milestone in robotics:"
X Link 2025-11-14T16:06Z [---] followers, [---] engagements
"#LinkedIn alpha is unmatched -- $VPG #humanoids"
X Link 2025-11-15T17:21Z [---] followers, [----] engagements
"Humanoid cheat sheet: Humanoid robot makers: $TSLA $XPEV Sensors: $NOVT $VPG Actuators / Motion Systems & Mechatronics Subsystems: $ALNT Anyone got any others Looking for pure plays (U.S. listed)"
X Link 2025-11-21T17:14Z [---] followers, [---] engagements
"$DVLT just watching but look at those big bars 11/7 and 11/14. Showed strength then got tight. Follow price"
X Link 2025-11-21T17:16Z [---] followers, [---] engagements
"Just like we saw with nuclear and rare earths the time to buy is now and by the time the announcement comes will likely be priced in and be a sell the news event. #Theme for [----] IMO TRUMP ADMIN CONSIDERING ORDER ON ROBOTICS NEXT YEAR: POLITICO TRUMP ADMIN CONSIDERING ORDER ON ROBOTICS NEXT YEAR: POLITICO"
X Link 2025-12-03T18:45Z [---] followers, [--] engagements
"$DBRG going (Without me) $DBRG Sale rumors in May sent the stock 25%. Elon going to buyout for the Starlink + xAI infra Would make a ton of sense and the underlying assets are likely being materially undervalued @stocktalkweekly @StockSavvyShay @pennycheck @beach_trades https://t.co/hZPCAnz8Xh $DBRG Sale rumors in May sent the stock 25%. Elon going to buyout for the Starlink + xAI infra Would make a ton of sense and the underlying assets are likely being materially undervalued @stocktalkweekly @StockSavvyShay @pennycheck @beach_trades https://t.co/hZPCAnz8Xh"
X Link 2025-12-05T17:44Z [---] followers, [---] engagements
"$ZEC $ZCASH $440 is the big level imo. $CYPH catch up already $ZEC looks like a beach ball under water. Such a small market cap relative to $BTC $ZEC looks like a beach ball under water. Such a small market cap relative to $BTC"
X Link 2025-12-08T17:32Z [---] followers, [---] engagements
"$CYPH $ZEC nice moves this AM Long $cyph on this divergence with $zec. Scarcity value if it holds the recent lows Long $cyph on this divergence with $zec. Scarcity value if it holds the recent lows"
X Link 2025-12-09T16:03Z [---] followers, [--] engagements
"Probably explains $ZEC being so strong. Im the opposite of a crypto bro but i will be trading $cyph a ton next year. Scarcity value (for now) 🚨JUST IN: $9 TRILLION IS KNOCKING ON BITCOINS FRONT DOOR. A new letter from Congress urges SEC Chair Paul Atkins to let Americans hold $BTC and crypto in their 401(k) retirement accounts immediately. If this door opens every plan sponsor advisor and asset manager is https://t.co/ViQYQe2YEh 🚨JUST IN: $9 TRILLION IS KNOCKING ON BITCOINS FRONT DOOR. A new letter from Congress urges SEC Chair Paul Atkins to let Americans hold $BTC and crypto in their"
X Link 2025-12-12T00:54Z [---] followers, [---] engagements
"P.s. i an worried about dilution and reaction following the 12/15 vote so no longer involved in $cyph until the dust settles Probably explains $ZEC being so strong. Im the opposite of a crypto bro but i will be trading $cyph a ton next year. Scarcity value (for now) Probably explains $ZEC being so strong. Im the opposite of a crypto bro but i will be trading $cyph a ton next year. Scarcity value (for now)"
X Link 2025-12-12T00:56Z [---] followers, [---] engagements
"$QCLS does this have a $RGTI Dec24 type run if the market has a holiday rally in spec stuff Rate cuts + QE starting again. Never looks fun while the actual pullback/retest happens. Got long today"
X Link 2025-12-12T17:17Z [---] followers, [---] engagements
"Completely agree with this an been my thesis for a few months. Now just comes down to does $TSLA outperform my related picks (e.g. $VPG or not). We'll see"
X Link 2025-12-15T22:08Z [---] followers, [---] engagements
"This has me thinking back to November [--] (few days before Thanksgiving) where Trump announced Scott Bessent as his nominee for Treasury Secretary. Polymarket was totally offsides as well as the market. Trump wants everyone talking + about stock market over the Holidays"
X Link 2025-12-16T16:03Z [---] followers, [--] engagements
"Wow what a find h/t @beach_trades joining long $SUUN. Only name i've seen DIRECTLY mention data centers in space. Could get "out-of-this-world" crazy on Santa week. $SUUN in awe missed to my advantage for now $NVDA #SPACE $SUUN in awe missed to my advantage for now $NVDA #SPACE"
X Link 2025-12-19T18:34Z [---] followers, [----] engagements
"$SUUN All-time legendary holiday run incoming Data center in space theme + ☀ ticker"
X Link 2025-12-19T18:55Z [---] followers, [---] engagements
"$SUUN pretty amazing these guys were taunting data centers in space before Musk was. Lots of $1b mkt cap space names +30-40% today. no reason this can't go $5+ $PL $RKLB $RDW $SIDU $FLY $SUUN I'm excited about this one because they were already pursuing and talking about space-based data centers just before everyone started talking about it *NFA $SUUN I'm excited about this one because they were already pursuing and talking about space-based data centers just before everyone started talking about it *NFA"
X Link 2025-12-19T19:50Z [---] followers, [---] engagements
"Bullish $BE @ChrisCamillo $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale"
X Link 2025-12-22T16:34Z [---] followers, [---] engagements
"$NXT $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute"
X Link 2025-12-22T16:39Z [---] followers, [--] engagements
"$FLSR $NXT nice summary from Gemini. Huge news. $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a"
X Link 2025-12-22T16:46Z [---] followers, [---] engagements
"$ZEC continues to be the best chart in the market. $CYPH should fly Monday. Wish I would've just bought $ZEC outright. Need to setup some funds on a brokerage that allows it $ZEC didn't get the memo the market is pulling back https://t.co/6aLP5JSm9S $ZEC didn't get the memo the market is pulling back https://t.co/6aLP5JSm9S"
X Link 2025-12-27T21:58Z [---] followers, [---] engagements
"$TSLA monthly"
X Link 2026-01-12T00:49Z [---] followers, [---] engagements
"$BCAR sexiest SPAC in [--] years. We might be back"
X Link 2026-01-14T00:44Z [---] followers, [----] engagements
"$BCAR $53m contract win a month ago. $500m valuation this one is juicy. https://quantumzeitgeist.com/exascale-labs-ai-nova-ai-partnership/ https://quantumzeitgeist.com/exascale-labs-ai-nova-ai-partnership/"
X Link 2026-01-14T14:58Z [---] followers, [----] engagements
"$BCAR best SPAC deal in [--] years. $500m valuation with $300 million in recurring revenue. No brainer"
X Link 2026-01-14T14:59Z [---] followers, [----] engagements
"$BCAR is a mini $CRWV - with some interesting niches in tokenization. Interested to see the investor deck"
X Link 2026-01-15T15:56Z [---] followers, [---] engagements
"$BCAR best SPAC in [--] years. This is going to get found at a 500m valuation with $300m ARR. Mini $CRWV 🚀 Big News 🚀 Exabits has been ranked in the Top [--] Generative AI companies in the U.S. by F6S 🎉 As we push the boundaries of decentralized AI compute this recognition validates our mission to revolutionize AI infrastructure with tokenized GPUs. 🔗 Check out the full 🚀 Big News 🚀 Exabits has been ranked in the Top [--] Generative AI companies in the U.S. by F6S 🎉 As we push the boundaries of decentralized AI compute this recognition validates our mission to revolutionize AI infrastructure"
X Link 2026-01-15T16:04Z [---] followers, [----] engagements
"First [--] days post DA in $CCCX vs. first [--] days post DA in $BCAR One of these is seeing 3x the volume and looks much more explosive"
X Link 2026-01-15T21:54Z [---] followers, [----] engagements
"$BCAR time to delivery is EVERYTHING in the AI buildout (see $BE mega run). $CRWV $NBIS"
X Link 2026-01-15T21:57Z [---] followers, [---] engagements
"$BCAR might be "the one" . gives me $NKLA vibes. Do we get a crazy run to $100 at some point This will get picked up by big names soon and maybe a Citron or buy-side coverage"
X Link 2026-01-15T22:00Z [---] followers, [---] engagements
"Tokenization $CEPT. Wait until $BCAR tokenizing COMPUTE gets found Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will enable tokenized trading experiences including 24/7 operations instant settlement orders sized in dollar amounts and Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will enable tokenized trading experiences including 24/7 operations instant settlement orders sized in dollar"
X Link 2026-01-19T18:07Z [---] followers, [----] engagements
"$BCAR is trying to tokenize GPUs. I'm not sure how the model exactly works but if the tokenization theme picks up (big news recently) $CEPT and $BCAR are only [--] ways to play. @Reformed_Trader $CEPT The NYSE Tokenization announcement isn't a threatits the ultimate validation. While the market thinks the "big boys" are building in-house theyre actually building on the plumbing Securitize already owns. 🧵https://t.co/V9tPqqEVNL. . $CEPT The NYSE Tokenization announcement isn't a threatits the ultimate validation. While the market thinks the "big boys" are building in-house theyre actually"
X Link 2026-01-20T16:13Z [---] followers, [---] engagements
"Hey $VPG I've initiated positions in $VPG ($573m). This is my actual/main robotics sector exposure going forward tethered to $TSLA Optimus. Markets have completely overlooked this robotics sector play: For every Tesla Optimus deployed $VPG likely takes an exceptionally high BOM for https://t.co/c21atQhoMe I've initiated positions in $VPG ($573m). This is my actual/main robotics sector exposure going forward tethered to $TSLA Optimus. Markets have completely overlooked this robotics sector play: For every Tesla Optimus deployed $VPG likely takes an exceptionally high BOM for"
X Link 2026-01-20T18:09Z [---] followers, [---] engagements
"@CitronResearch selling the breakout of a [--] year base Right before Optimus [--] reveal 🤨🤔"
X Link 2026-01-21T16:10Z [---] followers, [---] engagements
"$TSLA [--] million units per year $VPG In the Q1 [----] call management said that each robot could contain tens of sensors and that the sensors content value per robot could range from US $500 to US $1200. $5B - $12B revenue opportunity. And thats just Tesla. The work for the 10-million-unit Optimus facility is already underway. Elon at a shareholder meeting last week said: "We're gonna launch the fastest production ramp of any product of any large complex manufactured product ever. And starting with building a million-unit https://t.co/9BmS1PZsK7 The work for the 10-million-unit Optimus facility"
X Link 2025-11-14T16:36Z [---] followers, [---] engagements
"$VPG does this get found soon with a looming executive order on robotics $TSLA $RR $SERV The only pure play on #humanoids and its a $400m mkt cap @CitronResearch #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk"
X Link 2025-12-03T18:00Z [---] followers, [---] engagements
"$VPG quote from an investment conference earlier this year + Gemini's interpretation $TSLA Would not be surprised to see the 'final arrangement' announced soon"
X Link 2025-12-09T02:50Z [---] followers, [----] engagements
"$VPG Gemini being crazy 👀 BREAKING 🚨 Tesla officially initiated its key supplier audit for the Optimus humanoid robotknown as the "V3 Factory Audit"in December 💥 This is the most critical step before mass production 🎯 Once the audit is passed it will directly trigger official supplier designation https://t.co/BSsYTZpF8s BREAKING 🚨 Tesla officially initiated its key supplier audit for the Optimus humanoid robotknown as the "V3 Factory Audit"in December 💥 This is the most critical step before mass production 🎯 Once the audit is passed it will directly trigger official supplier"
X Link 2025-12-11T02:10Z [---] followers, [----] engagements
"$VPG High tight flag @CitronResearch"
X Link 2025-12-16T20:37Z [---] followers, [---] engagements
"$BCAR pretty interested to see the investor deck any day now. Seems like a pretty unique niche they're chasing. Not a ton of information online however"
X Link 2026-01-20T16:09Z [---] followers, [----] engagements
"$VPG trying to break out of a [--] year base Been pounding table on this one"
X Link 2026-01-20T18:14Z [---] followers, [---] engagements
"$VPG trades SO THIN. If we get a 5m+ volume bar (possible with Optimus ties). this could move $25+ in a jiffy"
X Link 2026-01-20T18:28Z [---] followers, [---] engagements
"$VPG @aleabitoreddit #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk #LinkedIn alpha is unmatched -- $VPG #humanoids https://t.co/H0cAzPaflk"
X Link 2026-01-21T15:10Z [---] followers, [----] engagements
"@JSiegel88 @aleabitoreddit absolutely not. they do call out the Optimus clip as "concrete evidence" of $VPG in action however"
X Link 2026-01-21T15:16Z [---] followers, [---] engagements
"@FarmerJoe0x @Rob____Banks @aleabitoreddit $VPG mgmt team has already stated they are built in to unnammed customer #1 (TSLA). Once mass production starts you dont switch. Volume just ramps"
X Link 2026-01-21T19:34Z [---] followers, [---] engagements
"$VPG $500m mkt cap + only pure play on Optmius [--] @aleabitoreddit 🚀🚀 "I saw Optimus [--]. Nobody will remember that Tesla ever made a car. It is going to be the most transformative technology product ever made in the history of humanity. I think he's already won." The world's greatest moderator @Jason re: Tesla's Optimus [--]. https://t.co/Js6kQKTHtK "I saw Optimus [--]. Nobody will remember that Tesla ever made a car. It is going to be the most transformative technology product ever made in the history of humanity. I think he's already won." The world's greatest moderator @Jason re: Tesla's Optimus"
X Link 2026-01-21T21:17Z [---] followers, [---] engagements
""The Age of the Humanoid: Tesla Ignites Mass Production of Optimus Gen 3" $TSLA $VPG @aleabitoreddit https://markets.financialcontent.com/stocks/article/tokenring-2026-1-21-the-age-of-the-humanoid-tesla-ignites-mass-production-of-optimus-gen-3 https://markets.financialcontent.com/stocks/article/tokenring-2026-1-21-the-age-of-the-humanoid-tesla-ignites-mass-production-of-optimus-gen-3"
X Link 2026-01-22T17:07Z [---] followers, [---] engagements
"$VPG tradable float is likely around 5m shares (75% institutionally owned). Thats a recipe for fireworks"
X Link 2026-01-22T20:44Z [---] followers, [----] engagements
"$VPG commentary from last earnings call. @aleabitoreddit"
X Link 2026-01-23T19:50Z [---] followers, [---] engagements
"$TSLA to start training Optimus at Austin Gigafactory. Seems like the v3 reveal is very close. Could ignite robotics sector $VPG https://www.businessinsider.com/tesla-optimus-robot-new-training-austin-gigafactory-2026-1 https://www.businessinsider.com/tesla-optimus-robot-new-training-austin-gigafactory-2026-1"
X Link 2026-01-26T04:11Z [---] followers, [---] engagements
"Optimus and related stocks will be the biggest bubble ever. $VPG is the ONLY pure play. V3 reveal any day could be the catalyst @aleabitoreddit @PeterDiamandis Also due to autonomy Tesla is worth more than the rest of the auto industry. That is before Optimus reaches scale production and increases Earth GDP by an order of magnitude. @PeterDiamandis Also due to autonomy Tesla is worth more than the rest of the auto industry. That is before Optimus reaches scale production and increases Earth GDP by an order of magnitude"
X Link 2026-01-26T04:14Z [---] followers, [---] engagements
"$RR 60m volume already an hour into the day ($290m nominal). If $VPG ever sees a fraction of this volume would turn the entire float and get silly quick. Float dynamics matter for a life changing move. @aleabitoreddit"
X Link 2026-01-27T16:18Z [---] followers, [---] engagements
"$VPG will be listening closely after hours to $TSLA call for any commentary on Optimus v3 progress. @aleabitoreddit"
X Link 2026-01-28T20:11Z [---] followers, [---] engagements
""Much higher" than 1m units @aleabitoreddit I think thats uhhh. billions in sales $VPG MUSK SAYS OPTIMUS [--] WILL BE BUILT IN TEXAS AT MUCH HIGHER VOLUME MUSK SAYS OPTIMUS [--] WILL BE BUILT IN TEXAS AT MUCH HIGHER VOLUME"
X Link 2026-01-29T14:25Z [---] followers, [---] engagements
"$SEI looks about ready"
X Link 2026-01-29T19:56Z [---] followers, [--] engagements
"Just checked $VPG LinkedIn 🤖🤖🤖"
X Link 2025-12-11T17:11Z [---] followers, [----] engagements
"$NXT Nextracker and Intersect Power have a deep multi-year relationship. Intersect has historically selected Nextracker for its largest projects including the [---] GW portfolio in Texas and California. Long $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first developer that co-locates large data centers with dedicated gas + renewable generation and battery storage (incl. Tesla Megapacks) to reduce reliance on a constrained grid for AI-scale compute https://t.co/9wjZl6lAbd $GOOGL acquires Intersect for $4.75B in cash + debt Note: Intersect is a power-first"
X Link 2025-12-22T16:38Z [---] followers, [--] engagements
"$vpg great sign $TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUCTION AND CONVERT THOSE FACTORIES FOR OPTIMUS PRODUCTION woah $TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUCTION AND CONVERT THOSE FACTORIES FOR OPTIMUS PRODUCTION woah"
X Link 2026-01-28T22:43Z [---] followers, [---] engagements
"got long $GME friday for the first time ever $GME CEO Ryan Cohen will give his 3rd interview in [--] business days - this one live- on Charles Paynes FoxBusiness show at 2pm Eastern on Monday. I think many are wondering why now I have an idea. I will publish a Short Thoughts SS post containing my specific recommendations as https://t.co/cG4ZXiFPOP $GME CEO Ryan Cohen will give his 3rd interview in [--] business days - this one live- on Charles Paynes FoxBusiness show at 2pm Eastern on Monday. I think many are wondering why now I have an idea. I will publish a Short Thoughts SS post containing my"
X Link 2026-02-01T04:13Z [---] followers, [---] engagements
"Basically a mini $NBIS. Say what you want about the neoclouds as of late. a neocloud not reliant on the hyperscalers ( $BCAR) might end up in a healthier spot financially than the big players. Huge customer diversification and I only see demand increasing. Less capex risk. Everyone is 👉Dreaming about god-like AI 👉 Paying peasant-level attention to the power bill A big-brain move would be 👉 Fixing both Thats literally us Exabits We build enterprise-grade GPU clusters in AI-ready data centers (AIDCs) 👉 2-8x faster performance 👉 https://t.co/qNss4qwWcT Everyone is 👉Dreaming about god-like"
X Link 2026-02-06T01:34Z [---] followers, [---] engagements
"I've had this theory for awhile but starting to lean into it more. i think the markets "correct" faster than they used too. What used to take months takes days now. Thats why these moves are so violent"
X Link 2026-02-06T01:39Z [---] followers, [--] engagements
"Is $BE not super obvious here *PJM SEES POTENTIAL 60GW POWER SUPPLY SHORTFALL OVER NEXT DECADE This means all batshit insane capex spending plans will be scrapped since there is not enough juice to power the DCs *PJM SEES POTENTIAL 60GW POWER SUPPLY SHORTFALL OVER NEXT DECADE This means all batshit insane capex spending plans will be scrapped since there is not enough juice to power the DCs"
X Link 2026-02-06T16:01Z [---] followers, [---] engagements
"MEGA theme $DNA @aleabitoreddit This is only going to gain traction in [----]. $500m mkt cap running autonomous labs with LLM. Gift OpenAI CPO Kevin Weil says [----] will do to science what [----] did to software engineering If you aren't using AI to collaborate on research today you're already falling behind AI is no longer just synthesizing data; "it is going beyond the frontier of human understanding" https://t.co/SOLrPHwGAX OpenAI CPO Kevin Weil says [----] will do to science what [----] did to software engineering If you aren't using AI to collaborate on research today you're already falling"
X Link 2026-02-10T23:43Z [---] followers, [---] engagements
"$DNA this is going to GO sub $500m mkt cap #long https://the-decoder.com/openai-and-ginkgo-bioworks-build-an-autonomous-lab-where-gpt-5-calls-the-shots/ https://the-decoder.com/openai-and-ginkgo-bioworks-build-an-autonomous-lab-where-gpt-5-calls-the-shots/"
X Link 2026-02-06T16:13Z [---] followers, [---] engagements
"$DNA @RobertDurant7 feel like this is some news youd like We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW"
X Link 2026-02-06T16:48Z [---] followers, [---] engagements
"Smart money knows how BIG this is for drug discovery. Finally a tangible outcome using AI. Look at all the OpenAI execs who personally tweeted about this news. 👀 $DNA x OpenAI will have more to share I imagine. Love it - @aleabitoreddit think youd like this. We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose"
X Link 2026-02-10T00:38Z [---] followers, [---] engagements
"Amazing read. "The upside if we get it right is staggering. AI could compress a century of medical research into a decade. Cancer Alzheimer's infectious disease aging itself. these researchers genuinely believe these are solvable within our lifetimes." $DNA https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T17:04Z [---] followers, [---] engagements
"This is pretty monumental IMO $DNA back from the dead $500m mkt cap actual use case for AI $DNA says its autonomous lab powered by OpenAIs GPT-5 cut cell-free protein synthesis reaction component costs by 40% versus prior published methods. In the preprint they report producing sfGFP at $422 per gram in total reaction component costs vs $698 per gram previously https://t.co/uq79LacUJj $DNA says its autonomous lab powered by OpenAIs GPT-5 cut cell-free protein synthesis reaction component costs by 40% versus prior published methods. In the preprint they report producing sfGFP at $422 per gram"
X Link 2026-02-06T16:44Z [---] followers, [---] engagements
"Zero X chatter on $DNA. Perfect. just like when I bought a boatload of $VPG in the high 20's. @aleabitoreddit BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy + science This may open up one the largest TAMs ever seen The study combined BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy + science"
X Link 2026-02-09T19:53Z [---] followers, [---] engagements
"Ginkgo has spent nearly two decades developing best-in-class lab automation $DNA @aleabitoreddit A lot of people talking about this like it's a bunch of vibecoders who hooked up an LLM to some robots In reality Joy is one of the best experimentalists I've ever met (before she went to OpenAI) and Ginkgo has spent nearly two decades developing best-in-class lab automation A lot of people talking about this like it's a bunch of vibecoders who hooked up an LLM to some robots In reality Joy is one of the best experimentalists I've ever met (before she went to OpenAI) and Ginkgo has spent nearly"
X Link 2026-02-11T17:08Z [---] followers, [---] engagements
"$DNA Dec25 - Deal with the DOE for [--] robot facility Jan26 - Partnership and breakthrough with OpenAI. I like the trend https://www.prnewswire.com/news-releases/ginkgo-bioworks-selected-by-pnnl-to-deliver-a-modular-highthroughput-phenotyping-platform-for-does-m2pc-302634071.html https://www.prnewswire.com/news-releases/ginkgo-bioworks-selected-by-pnnl-to-deliver-a-modular-highthroughput-phenotyping-platform-for-does-m2pc-302634071.html"
X Link 2026-02-11T22:11Z [---] followers, [---] engagements
"Interestingly enough D. Boral Capital was the sole underwriter for $DJT (which hit $180 at one point). They seem to be able to move quickly to get deals closed as well upon researching. Just want to see the deck to see financial trends. $BCAR $BCAR SPAC DA late yesterday AH w/ Exascale a "provider of high-performance secure and scalable AI compute infrastructure for enterprise customers". "qualified contract pipeline exceeding $300 million in recurring revenue" $500M pre-money valuation Took long bc it was only a https://t.co/CNsvAKlxD7 $BCAR SPAC DA late yesterday AH w/ Exascale a "provider"
X Link 2026-01-30T19:34Z [---] followers, [----] engagements
"$BCAR wild to see the warrants sub $1 while $WLAC warrants above $3. I think $BCARW go well above $2 after the investor deck sheds more light. Its a super interesting model - high performance compute tailored at an affordable price for the non-hyperscalers. $500m val is juicy Exascale Labs Fuels Objaverse++: How Next-Gen GPU Infrastructure Accelerated a 3D AI Breakthrough Researchers from leading universities gathered over [------] 3D objects. Exascale Labs' GPU clusters with hands-on support accelerated training enhanced models and facilitated Exascale Labs Fuels Objaverse++: How Next-Gen GPU"
X Link 2026-02-06T01:31Z [---] followers, [----] engagements
"Yep $DNA hidden gem I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This is automated scientific progress. I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This is automated scientific progress"
X Link 2026-02-06T17:40Z [---] followers, [---] engagements
"I think folks digest this news better over the weekend and $DNA could really re-rate in the coming days. This is huge. $500m mkt cap. for [---] years science was humanity's project to understand the universe. we are now mass producing knowledge no human can understand. the world is about to become a mystery again except this time the magic actually works for [---] years science was humanity's project to understand the universe. we are now mass producing knowledge no human can understand. the world is about to become a mystery again except this time the magic actually works"
X Link 2026-02-06T17:45Z [---] followers, [---] engagements
"@aleabitoreddit You might like $BCAR - recent SPAC deal $500m valuation NeoCloud. Mini $CRWV $300m recurring rev and just signed another $50m contract"
X Link 2026-02-06T19:48Z [---] followers, [---] engagements
"@aleabitoreddit I think youd like $DNA for the moonshot basket. $500m mkt cap just had big need with OpenAI I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This is automated scientific progress. I dont think people realize how big this is. GPT-5 is now proposing experiments executing them in autonomous labs learning from the results and iterating. 36000+ reactions. 40% cost reduction. This is not software anymore. This"
X Link 2026-02-09T03:58Z [---] followers, [---] engagements
"I think $DNA just became a hidden gem overnight. Delayed EP @TedHZhang $450m mkt cap $400m cash $0 debt @aleabitoreddit BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy + science This may open up one the largest TAMs ever seen The study combined BREAKING: $DNA Ginkgo Bioworks' autonomous lab x OpenAI collab just achieved a 40% reaction cost improvement in cell-free protein synthesis Are we FINALLY seeing a convergence between LLMs + autonomy +"
X Link 2026-02-09T16:30Z [---] followers, [----] engagements
"@ThematicTrader @panda160566 Added more today $DNA"
X Link 2026-02-10T21:55Z [---] followers, [--] engagements
"@slow_developer CPO at OpenAI basically calls out @Ginkgo check his recent tweets Hidden gem i got that gut feeling. Favorite name in [----] now. $VPG close second @aleabitoreddit"
X Link 2026-02-11T01:16Z [---] followers, [---] engagements
"@ThematicTrader $DNA"
X Link 2026-02-12T22:53Z [---] followers, [--] engagements
"my goodness did someone finally figure out that $VPG is the ONLY pure play on Humanoids besides $TSLA I think VPG goes over $100 by EOY. Pinned tweet. I think VPG goes over $100 by EOY. Pinned tweet"
X Link 2025-10-15T18:16Z [---] followers, [----] engagements
"I think VPG goes over $100 by EOY. Pinned tweet"
X Link 2025-09-17T21:17Z [---] followers, [----] engagements
"$DNA Dec25 - Deal with the DOE for [--] robot facility Jan26 - Partnership and breakthrough with OpenAI. I like the trend https://www.prnewswire.com/news-releases/ginkgo-bioworks-selected-by-pnnl-to-deliver-a-modular-highthroughput-phenotyping-platform-for-does-m2pc-302634071.html https://www.prnewswire.com/news-releases/ginkgo-bioworks-selected-by-pnnl-to-deliver-a-modular-highthroughput-phenotyping-platform-for-does-m2pc-302634071.html"
X Link 2026-02-11T22:11Z [---] followers, [---] engagements
"The other side of this is you financially can not afford to miss this bubble. Capital will be rotating and it is very important to capture this move https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T17:09Z [---] followers, [--] engagements
"Something Big Is Happening Think back to February [----]. If you were paying close attention you might have noticed a few people talking about a virus spreading overseas. But most of us weren't paying close attention. The stock http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"
X Link 2026-02-10T16:16Z 299.2K followers, 81.7M engagements
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