#  @bogunowicz Tomek Bogunowicz Tomek Bogunowicz posts on X about ai, $tsla, $mstr, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1344299028956274689/interactions)  - [--] Week [---------] +111,876% - [--] Month [---------] +6,594% ### Mentions: [--] [#](/creator/twitter::1344299028956274689/posts_active)  - [--] Week [--] +71% - [--] Month [---] +7.20% ### Followers: [---] [#](/creator/twitter::1344299028956274689/followers)  - [--] Week [---] +2.60% - [--] Month [---] +83% ### CreatorRank: [-------] [#](/creator/twitter::1344299028956274689/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 78% [finance](/list/finance) 43% [cryptocurrencies](/list/cryptocurrencies) #5530 [technology brands](/list/technology-brands) 20% [automotive brands](/list/automotive-brands) 17% [countries](/list/countries) 8% [exchanges](/list/exchanges) 5% [celebrities](/list/celebrities) 3% [financial services](/list/financial-services) 2% [travel destinations](/list/travel-destinations) 2% **Social topic influence** [ai](/topic/ai) 20%, [$tsla](/topic/$tsla) 17%, [$mstr](/topic/$mstr) 12%, [in the](/topic/in-the) 12%, [$hims](/topic/$hims) 11%, [$btc](/topic/$btc) 9%, [$lmnd](/topic/$lmnd) 9%, [tesla](/topic/tesla) 9%, [bitcoin](/topic/bitcoin) 8%, [$onds](/topic/$onds) 8% **Top accounts mentioned or mentioned by** [@tesla](/creator/undefined) [@solana](/creator/undefined) [@martypartymusic](/creator/undefined) [@lemonadeincs](/creator/undefined) [@strategy](/creator/undefined) [@atlasdiary](/creator/undefined) [@jvisserlabs](/creator/undefined) [@jonathandrake](/creator/undefined) [@sawyermerritt](/creator/undefined) [@elonmusk](/creator/undefined) [@shaiwininger](/creator/undefined) [@lemonadeinc](/creator/undefined) [@bitcoinbyheart](/creator/undefined) [@wealthwlars](/creator/undefined) [@grok](/creator/undefined) [@derpman76148](/creator/undefined) [@neni536975](/creator/undefined) [@robotaxi](/creator/undefined) [@poshimoto](/creator/undefined) [@mentoviax](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/$tsla) [Strategy (MSTR)](/topic/$mstr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Bitcoin (BTC)](/topic/$btc) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Solana (SOL)](/topic/$sol) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [DeFi Development Corp. (DFDV)](/topic/$dfdv) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Ethereum (ETH)](/topic/ethereum) [USDC (USDC)](/topic/usdc) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [The Smarter Web Co. (SWC.AQ)](/topic/the-smarter-web) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [Costco Wholesale Corporation (COST)](/topic/costco) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apple, Inc. (AAPL)](/topic/$aapl) [Goldman Sachs (GS)](/topic/goldman-sachs) ### Top Social Posts Top posts by engagements in the last [--] hours "What's going on with $DFDV +22% doesn't look bad to me. π" [X Link](https://x.com/bogunowicz/status/2008225037795434891) 2026-01-05T17:12Z [---] followers, [----] engagements "$DFDV is finally going up. I'm now down 45% on my position. π I expect $SOL price to double over the next few months to the $250$300 range. As DeFi development is a leveraged play on Solana it should do 34x to the $20$28 area. π" [X Link](https://x.com/bogunowicz/status/2011340798911266911) 2026-01-14T07:33Z [---] followers, [---] engagements "$MSTR: This is why the downside risk at this point ($130) is very low. This MSTR math will BLOW your MIND: In [----] a down year for Bitcoin Strategy raised $25.3 BILLION. There were [---] trading days last year. $25.3B [---] trading days $100.4M per trading day. Correct. On average Strategy raised over $100 MILLION per trading day. Near https://t.co/DZFDg6qSdF This MSTR math will BLOW your MIND: In [----] a down year for Bitcoin Strategy raised $25.3 BILLION. There were [---] trading days last year. $25.3B [---] trading days $100.4M per trading day. Correct. On average Strategy raised over $100 MILLION" [X Link](https://x.com/bogunowicz/status/2020055008977527031) 2026-02-07T08:40Z [---] followers, [--] engagements "$BTC price action looks more like a controlled crash with some big players caught on the wrong side of the trade. Several large leveraged funds were liquidated. However the quick V-shaped recovery suggests this dip will be short-lived and should resolve in a few months" [X Link](https://x.com/bogunowicz/status/2020129421265379446) 2026-02-07T13:36Z [---] followers, [--] engagements "$LMND π€ $TSLA: First autonomous car insurance goes live in Oregon. And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj" [X Link](https://x.com/bogunowicz/status/2021197943580295228) 2026-02-10T12:21Z [---] followers, [---] engagements "$CRCL: I hope they can agree on the yield for holding stablecoins. π¨LATEST: πThe White House is hosting its second stablecoin meeting TODAY. Attendees include BoA JPMorgan Wells Fargo along with crypto reps from Coinbase Circle and Tether. History for Bitcoin & crypto is being written.π₯ https://t.co/RoZP1Wbjn5 π¨LATEST: πThe White House is hosting its second stablecoin meeting TODAY. Attendees include BoA JPMorgan Wells Fargo along with crypto reps from Coinbase Circle and Tether. History for Bitcoin & crypto is being written.π₯ https://t.co/RoZP1Wbjn5" [X Link](https://x.com/bogunowicz/status/2021232349728354311) 2026-02-10T14:38Z [---] followers, [---] engagements "$MU: HBM sold out completely for [----]. Buy the scarcity. π $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply." https://t.co/rzkjuOJS1k $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply."" [X Link](https://x.com/bogunowicz/status/2021832453120569684) 2026-02-12T06:23Z [---] followers, [---] engagements "$MSTR: I think it may get a quick pump to $400-500 range somewhere this year. Institutions are loaded sentiment hit the bottom. π Goldman Sachs added [------] more @Strategy ($MSTR) shares bringing its total to 2.33M shares worth about $301M. https://t.co/7FvGDI6lxg π Goldman Sachs added [------] more @Strategy ($MSTR) shares bringing its total to 2.33M shares worth about $301M. https://t.co/7FvGDI6lxg" [X Link](https://x.com/bogunowicz/status/2021833007280124067) 2026-02-12T06:25Z [---] followers, [--] engagements "@Atlas_Diary @jvisserlabs Very hard to tell. $TSLA is leading physical AI so they have some edge over the hyperscalers who have "just" cloude compute. I think in the long run it is very hard to predict if this holds true" [X Link](https://x.com/bogunowicz/status/2021965746281370048) 2026-02-12T15:12Z [---] followers, [--] engagements "$TSLA: Wow this is happening quickly. [--] more vehicles have been added to the $TSLA Robotaxi fleet since yesterday. Day by day more start arriving. https://t.co/SA9FWDtF7k [--] more vehicles have been added to the $TSLA Robotaxi fleet since yesterday. Day by day more start arriving. https://t.co/SA9FWDtF7k" [X Link](https://x.com/bogunowicz/status/2022773647111229588) 2026-02-14T20:43Z [---] followers, [---] engagements "$CRCL: Very bullish for Circle. Stable Coin Mint: 2min ago another $250m $USDC issued on @solana Chain Comaprision Report: Solana 69% Ethereum 31% of large stable coin transactions https://t.co/6iUWddE7Pa Stable Coin Mint: 2min ago another $250m $USDC issued on @solana Chain Comaprision Report: Solana 69% Ethereum 31% of large stable coin transactions https://t.co/6iUWddE7Pa" [X Link](https://x.com/bogunowicz/status/2022794926648393954) 2026-02-14T22:07Z [---] followers, [----] engagements "$SOL: The total volume of USDC on Ethereum is much higher than on Solana ($50B vs. $10B). However over the last [--] months roughly the same new USDC supply has been minted on Solana and Ethereum. Interesting: $1.9B minted on Solana $1.9B minted on Ethereum Just in the last [--] days As many stablecoins were minted on Solana despite ETH having a 10x bigger stablecoin market cap Encouraging for @solana bulls. https://t.co/ifwGCb2fuU Interesting: $1.9B minted on Solana $1.9B minted on Ethereum Just in the last [--] days As many stablecoins were minted on Solana despite ETH having a 10x bigger stablecoin" [X Link](https://x.com/bogunowicz/status/2021835751952920840) 2026-02-12T06:36Z [---] followers, [---] engagements "So this means we will have 3-4 months bullish run. π»'s EVERYWHERE π»'s EVERYWHERE" [X Link](https://x.com/bogunowicz/status/2022736484986687702) 2026-02-14T18:15Z [---] followers, [---] engagements "@martypartymusic I am owning both $SOL and $CRCL. No need to choose between these two. π" [X Link](https://x.com/bogunowicz/status/2022903479539503110) 2026-02-15T05:19Z [---] followers, [---] engagements "$MU and $MSTR: There has been recent verified insider buying for these two tickers. - $MU: Director Liu bought 23K shares ($7.8M) in mid-January - $MSTR: Director Rickertsen bought 5K shares ($779K) on January 12" [X Link](https://x.com/bogunowicz/status/2021117801470001436) 2026-02-10T07:03Z [---] followers, [---] engagements "Helium is powered by $SOL. πͺ 3.4m users connected to Helium today alone. The US population is 340m. [--] in every [---] Americans connected to Helium. Thats incredible 3.4m users connected to Helium today alone. The US population is 340m. [--] in every [---] Americans connected to Helium. Thats incredible" [X Link](https://x.com/bogunowicz/status/2022906640119284147) 2026-02-15T05:31Z [---] followers, [--] engagements "My take on this: $NVDA is still a supplier to hyperscaler companies. $GOOGL interacts directly with users via Gmail Chrome Google Search or Gemini. Companies with real ties to end consumers are often financially better positioned than suppliers. $GOOG is only $0.5T away from surpassing $NVDA Crazy how fast narratives can change A year ago $NVDA was expected to dominate every aspect of AI while $GOOG was seen as vulnerable to disruption from AI Now its $GOOG that is eating into ChatGPTs share and the Street views https://t.co/H3q3UJrBjv $GOOG is only $0.5T away from surpassing $NVDA Crazy how" [X Link](https://x.com/bogunowicz/status/2010969740827640237) 2026-01-13T06:58Z [---] followers, [---] engagements "$TSLA FSD is one of the first if not the first solid widespread application of artificial general intelligence (AGI) worldwide. It will be very hard to for legacy automakers (lacking AI data centers and AI stack) and AI giants like $NVDA or $GOOGL (lacking high-quality real-world driving data) to copy it. Tesla has both real-world driving data and AI infrastructure. Its secret sauce will be very hard to replicate and the road to commoditization is very long. Tonight Tesla FSD history was made my [----] Model [--] was able to now complete its record 12000th consecutive mile in a row (yes 12k)" [X Link](https://x.com/bogunowicz/status/2010970840771309954) 2026-01-13T07:03Z [---] followers, [---] engagements "$MSTR: There are many reasons for insiders to sell just one reason to buy. This company is sitting on $62B in $BTC while its market cap is at $45B. Almost 20% discount. JUST IN: Strategy Board Member Carl Rickertsen has bought [----] $MSTR shares at $155.88 for $779395. He bought the dip π₯ https://t.co/oRAivAEscI JUST IN: Strategy Board Member Carl Rickertsen has bought [----] $MSTR shares at $155.88 for $779395. He bought the dip π₯ https://t.co/oRAivAEscI" [X Link](https://x.com/bogunowicz/status/2011018120270389554) 2026-01-13T10:10Z [---] followers, [---] engagements "This is why I like $OPEN. The more I think about it the more I like the idea of poaching $SHOP's COO for Opendoor. Early online shopping involved typing credentials and bank account numbers then waiting for untrackable deliveries. The process was slow inefficient and terribly customer-unfriendly. Then Amazon revolutionized it with one-click ordering. Shopify took it further with a smooth interface and seamless buying process. Buying a home today is still like early online shopping: agents banks councils taxationvery stressful and complicated. But what if you bring in someone who has already" [X Link](https://x.com/bogunowicz/status/2011115059800387847) 2026-01-13T16:36Z [---] followers, [---] engagements "$MSTR up +5% to $170. It looks like we are finally breaking out. π $MSTR: There are many reasons for insiders to sell just one reason to buy. This company is sitting on $62B in $BTC while its market cap is at $45B. Almost 20% discount. $MSTR: There are many reasons for insiders to sell just one reason to buy. This company is sitting on $62B in $BTC while its market cap is at $45B. Almost 20% discount" [X Link](https://x.com/bogunowicz/status/2011159035786277251) 2026-01-13T19:30Z [---] followers, [---] engagements "$MTPLF: Metaplanet +16% to [---] in Tokyo right now. We are so back" [X Link](https://x.com/bogunowicz/status/2011308229872296141) 2026-01-14T05:23Z [---] followers, [---] engagements "The $MTPLF flywheel has been reactivated. πΈ At [---] $MTPLF can pull the ATM again Then the fun starts At [---] $MTPLF can pull the ATM again Then the fun starts" [X Link](https://x.com/bogunowicz/status/2011343569945256255) 2026-01-14T07:44Z [---] followers, [---] engagements "@JonathanDrake @SawyerMerritt @elonmusk Lock the customers in so they are so used to it so they won't give up FSD anymore. Sounds good to me. π" [X Link](https://x.com/bogunowicz/status/2011344217944310008) 2026-01-14T07:46Z [---] followers, [---] engagements "$HIMS web traffic is increasing again reaching all-time highs combined with the highest short interest in months. We have enough rocket fuel to go much higher. π $HIMS WEB TRAFFIC π https://t.co/AdoKj9DfQJ $HIMS WEB TRAFFIC π https://t.co/AdoKj9DfQJ" [X Link](https://x.com/bogunowicz/status/2011432324530131384) 2026-01-14T13:36Z [---] followers, [---] engagements "@shai_wininger @Lemonade_Inc Congratulations next one milion hopefully in the next few months. π" [X Link](https://x.com/bogunowicz/status/2011494458278257043) 2026-01-14T17:43Z [---] followers, [---] engagements "$TSLA is leading the luxury segment in China ahead of BMW Audi and Mercedes. Something unthinkable just a few years ago. Crazy how times change. π¨BREAKING: Tesla is now the #1 luxury car brand in China [------] vehicles delivered in [----] Ranked #1 in cumulative luxury sales Beat BMW Audi and Mercedes Lead over BBA brands by at least 6.6% Tesla just took the crown in the worlds most competitive auto market https://t.co/KukLTUZHjl π¨BREAKING: Tesla is now the #1 luxury car brand in China [------] vehicles delivered in [----] Ranked #1 in cumulative luxury sales Beat BMW Audi and Mercedes Lead over" [X Link](https://x.com/bogunowicz/status/2011693576540082438) 2026-01-15T06:54Z [---] followers, [---] engagements "$IREN $ONDS and $ASTS are great stocks but be cautious of their high valuations. In particular $ONDS and $ASTS may retrace 5080% at some point in the future. Top [--] must-own stocks for high conviction: [--]. $IREN (data centers) [--]. $ONDS (robotics) [--]. $ASTS (space) Small diversification high reward. I really believe these sectors and trends will be strong in the long run. We are still extreme *early* in the stage. I often tend to https://t.co/D40iKDLCb8 Top [--] must-own stocks for high conviction: [--]. $IREN (data centers) [--]. $ONDS (robotics) [--]. $ASTS (space) Small diversification high reward. I" [X Link](https://x.com/bogunowicz/status/2011696308680298519) 2026-01-15T07:05Z [---] followers, [---] engagements "The Smarter Web Company ( $TSWCF $SWC) flywheel has been reactivated. Expect them to add roughly [--] BTC to their bag. RNS Announcement: Subscription Agreement Update - 1.7m Proceeds The Smarter Web Company announces that [-------] Ordinary Shares have been placed in accordance with the terms of the Subscription Agreement announced on [--] December [----]. Please read the RNS on our website (link https://t.co/9tXJgWci8c RNS Announcement: Subscription Agreement Update - 1.7m Proceeds The Smarter Web Company announces that [-------] Ordinary Shares have been placed in accordance with the terms of the" [X Link](https://x.com/bogunowicz/status/2011702544360460735) 2026-01-15T07:30Z [---] followers, [---] engagements "The $TSM earnings beat shows that talk of a widespread AI bubble is pure nonsense. Demand for chips will only increase coming not just from data centers but also from intelligent consumer devices. This will also further drive up prices of metals like copper and silver. Taiwan Semiconductor $TSM the world's largest manufacturer of AI chips reported record Q4 net profit of $16 billion soaring 35% year-over-year. It also raised its full-year sales growth forecast citing the "AI mega trend". Taiwan Semi's main customers include AMD $AMD https://t.co/zpYaHEpN6d Taiwan Semiconductor $TSM the" [X Link](https://x.com/bogunowicz/status/2011810715548484016) 2026-01-15T14:40Z [---] followers, [---] engagements "$ONDS Don't forget tommorow is the investor day. Ondas will host OAS Investor Day [----] on January [--] outlining its updated strategy Core+ growth program and [----] financial outlook. $ONDS https://t.co/yJ7nzpKk6K Ondas will host OAS Investor Day [----] on January [--] outlining its updated strategy Core+ growth program and [----] financial outlook. $ONDS https://t.co/yJ7nzpKk6K" [X Link](https://x.com/bogunowicz/status/2011838952953516192) 2026-01-15T16:32Z [---] followers, [---] engagements "@BitcoinbyHeart Thanks for the great analysis. I also think Metaplanet will outperform Strategy. It is just a smaller company and will benefit from low interest environment in Japan. I own 40% metaplanet and 60% Strategy" [X Link](https://x.com/bogunowicz/status/2011903940867350929) 2026-01-15T20:50Z [---] followers, [---] engagements "$HOOD and $COIN down in the overnight trading. JUST IN: Robinhood and Coinbase stocks fall 7.8% and 6.5% after Congress delays crypto market structure legislation. https://t.co/Xan7bTe7CG JUST IN: Robinhood and Coinbase stocks fall 7.8% and 6.5% after Congress delays crypto market structure legislation. https://t.co/Xan7bTe7CG" [X Link](https://x.com/bogunowicz/status/2012038437046796686) 2026-01-16T05:45Z [---] followers, [---] engagements "@WealthwLars TAM is just huge and the legacy insurers are lagging on AI front. This is why Lemonade have such a potential" [X Link](https://x.com/bogunowicz/status/2012083674993631251) 2026-01-16T08:45Z [---] followers, [--] engagements "While retail is panicking institutions are gobbling up $MSTR shares. JUST IN: $12 trillion Vanguard Group Mid-Cap Index Fund Institutional Shares ($VMCIX) just disclosed they bought [----] million ($505 million) #Bitcoin treasury company Strategy $MSTR shares for the first time. https://t.co/QIJhB6u19a JUST IN: $12 trillion Vanguard Group Mid-Cap Index Fund Institutional Shares ($VMCIX) just disclosed they bought [----] million ($505 million) #Bitcoin treasury company Strategy $MSTR shares for the first time. https://t.co/QIJhB6u19a" [X Link](https://x.com/bogunowicz/status/2012142398005272960) 2026-01-16T12:38Z [---] followers, [---] engagements "$ONDS has just raised its revenue targets. The [----] revenue target is now $170180M up from the previous $110M. Q4 revenue is expected at $2729M. The pro forma cash balance exceeds $1.5B. $ONDS Ondas Hosts OAS Investor Day: Ups [----] Revenue Target to $170 - $180 Million πOAS Investor Day to be conducted today January [--] [----] at 10:00 AM ET πPreliminary [----] revenue estimates exceed prior revenue targets πPro-forma cash balance of $1.5 billion https://t.co/QGxcSie5Fb $ONDS Ondas Hosts OAS Investor Day: Ups [----] Revenue Target to $170 - $180 Million πOAS Investor Day to be conducted today" [X Link](https://x.com/bogunowicz/status/2012151906987315593) 2026-01-16T13:16Z [---] followers, [---] engagements "I have increased my $HOOD position to [---] shares at $108. The stock is currently flying under the radar. The hype is gone and we're far from the ATH of $150. Robinhood grew its revenue by 75% YoY. With a P/E ratio of [--] and a P/S of [--] this ticker looks compelling to me" [X Link](https://x.com/bogunowicz/status/2012208660403847585) 2026-01-16T17:01Z [---] followers, [----] engagements "As I said before it will be very difficult for anyone other than Musk's companies ( especially xAI ) to expand AI training clusters so rapidly on such a scale. I think neither $AMZN $META nor $GOOGL can pull it off in such a short timeframe. The Colossus [--] supercomputer for @Grok is now operational. First Gigawatt training cluster in the world. Upgrades to 1.5GW in April. The Colossus [--] supercomputer for @Grok is now operational. First Gigawatt training cluster in the world. Upgrades to 1.5GW in April" [X Link](https://x.com/bogunowicz/status/2012606163804704895) 2026-01-17T19:21Z [---] followers, [---] engagements "Fun fact: $ONDS CEO Eric Brock used to work for Bearn Sterns before founding Ondas Holdings. $ONDS is special . Ondas Holdings CEO Eric Brock Interview with Jay Finance key takeaways- Aug [--] [----] [--]. Eric Brock is a trained accountant. [--]. He worked as a former Bear Stearns investment banker. [--]. He founded Ondas Holdings. [--]. He ran a hedge fund at one point in $ONDS is special . Ondas Holdings CEO Eric Brock Interview with Jay Finance key takeaways- Aug [--] [----] [--]. Eric Brock is a trained accountant. [--]. He worked as a former Bear Stearns investment banker. [--]. He founded Ondas Holdings. [--]. He ran" [X Link](https://x.com/bogunowicz/status/2012868338007912564) 2026-01-18T12:43Z [---] followers, [---] engagements "I bet $MSTR will cross the [-------] $BTC mark this quarter. igger Orange. https://t.co/HI47hMCnui igger Orange. https://t.co/HI47hMCnui" [X Link](https://x.com/bogunowicz/status/2012912555501449284) 2026-01-18T15:38Z [---] followers, [---] engagements "$TSLA AI5 chip: Single SoC delivers Hopper-class performance dual chips deliver Blackwell-class. It costs far less than $NVDA chips uses far less power (250W optimized vs. 7001000W for NVIDIA) and is roughly 3x more efficient per watt. Custom design for Tesla inference provides a massive edge in performance per watt. NVIDIA Hopper/Blackwell excel in general AI training and broad workloads but Tesla AI5's "radical simplicity" (no overhead integer-focused vertical integration) makes it 10x cheaper per inference for cars/robots. The more I think about it the more a Terafab ($TSM competitor) is" [X Link](https://x.com/bogunowicz/status/2013164115183751351) 2026-01-19T08:18Z [---] followers, [---] engagements "$MU seems cheap. Add the last inisder buy for $8M to the list. The demand for DDRAM is just insane. $MU Micron is now the 19th largest company in the US bigger than $PLTR Yet it trades at one of the lowest forward P/Es: Palantir: 170x Costco: 46x AMD: 34x Micron: 9.6x Memory sits at the very heart of AI growth and we're still very early in this revolution. https://t.co/8GYmo9Pw9v $MU Micron is now the 19th largest company in the US bigger than $PLTR Yet it trades at one of the lowest forward P/Es: Palantir: 170x Costco: 46x AMD: 34x Micron: 9.6x Memory sits at the very heart of AI growth and" [X Link](https://x.com/bogunowicz/status/2013189255946789042) 2026-01-19T09:58Z [---] followers, [---] engagements "$HIMS: A healthcare hybrid of Netflix and Costco. $HIMS - Most investors are not thinking big enough. Labs are the entry point for the massive group of people who don't have a medical problem yet but want to check their health. These people won't buy a pill today but they will pay for a blood test to see their data. This $HIMS - Most investors are not thinking big enough. Labs are the entry point for the massive group of people who don't have a medical problem yet but want to check their health. These people won't buy a pill today but they will pay for a blood test to see their data. This" [X Link](https://x.com/bogunowicz/status/2013307954804490249) 2026-01-19T17:49Z [---] followers, [---] engagements "What's happening today: We are experiencing some tariff doldrums around Greenland. I think it should not be as severe as the liberation day(s) in April. - Gold is up as a risk-off asset. - $BTC is taking a hit; Bitcoin is still treated as a risk-on asset. - All $BTC-related tickers like $MSTR and $MTPLF are also down. - $HOOD down 4% in overnight trading to $105 which offers a good entry point. We will see how the story unfolds but it should be short-lived as money printing continues. https://twitter.com/i/web/status/2013504333136920762 https://twitter.com/i/web/status/2013504333136920762" [X Link](https://x.com/bogunowicz/status/2013504333136920762) 2026-01-20T06:50Z [---] followers, [---] engagements "$ONDS: Very green π’ +7% on a very red π΄ day. H.C. Wainwright raised its price target on $ONDS to $25 from $12 and reiterated a Buy after the companys investor day. The firm says Ondas is heading into [----] with strong momentum in autonomous aerial and robotics markets supported by a $500M+ sales pipeline and several active https://t.co/byv7Gyp5p4 H.C. Wainwright raised its price target on $ONDS to $25 from $12 and reiterated a Buy after the companys investor day. The firm says Ondas is heading into [----] with strong momentum in autonomous aerial and robotics markets supported by a $500M+" [X Link](https://x.com/bogunowicz/status/2013624492254273825) 2026-01-20T14:47Z [---] followers, [---] engagements "$HIMS is poaching top talent with backgrounds in robotics autonomous driving technology and data science. This points to building the intersection of AI and healthcare. $HIMS will have a clear edge over legacy healthcare companies. π¨ BREAKING: $HIMS HIRES TANMAY AGARWAL AS SENIOR MACHINE LEARNING SCIENTIST - Previously Senior Machine Learning Engineer at Cruise (3 yrs) and Software Engineer of Prediction at Argo AI (2.5 yrs) - Hims has now hired at least [--] former Cruise engineers to lead its engineering https://t.co/lAZovMUVPO π¨ BREAKING: $HIMS HIRES TANMAY AGARWAL AS SENIOR MACHINE" [X Link](https://x.com/bogunowicz/status/2013650101172916605) 2026-01-20T16:29Z [---] followers, [---] engagements "Another day another $HIMS AI hire. π¨ $HIMS HIRES CHINUA UMOJA AS SENIOR FULL STACK ENGINEER APPLIED AI - Previously was a senior engineer at Amazon (3.5 yrs) - PhD from Georgia State University in Bioinformatics https://t.co/FxnlPHKPld π¨ $HIMS HIRES CHINUA UMOJA AS SENIOR FULL STACK ENGINEER APPLIED AI - Previously was a senior engineer at Amazon (3.5 yrs) - PhD from Georgia State University in Bioinformatics https://t.co/FxnlPHKPld" [X Link](https://x.com/bogunowicz/status/2013860772552597874) 2026-01-21T06:26Z [---] followers, [---] engagements "Most people will probably never comprehend that what $TSLA has achieved is almost impossible to replicate. TESLA STANDS ALONE: THE ONLY EV COMPANY WITH LIFETIME POSITIVE CASH FLOW This chart hits like a gut punch to every EV hype train out there. Cumulative free cash flow since inception: Tesla at +$20.3 billion and still climbing sharply. Everyone else in the red: Rivian https://t.co/Tz1BQz8W7e TESLA STANDS ALONE: THE ONLY EV COMPANY WITH LIFETIME POSITIVE CASH FLOW This chart hits like a gut punch to every EV hype train out there. Cumulative free cash flow since inception: Tesla at +$20.3" [X Link](https://x.com/bogunowicz/status/2013862387355402640) 2026-01-21T06:33Z [---] followers, [---] engagements "Commodity suppression is capping the $BTC price right now. Commodity suppression has long been practiced on metals like gold and silver. It seems that $BTC is also artificially manipulated by big institutional players. Don't fall for it. Strategy bought $2.13B of Bitcoin. Spot ETFs bought $1.55B. 30k BTC left exchanges Yet Bitcoin is still dumping hard So whats going on Whos selling Heres the truth: Its not long-term holders. Its not institutions. Its leveraged traders getting wiped out. In the https://t.co/wWnr1aYaCb Strategy bought $2.13B of Bitcoin. Spot ETFs bought $1.55B. 30k BTC left" [X Link](https://x.com/bogunowicz/status/2013961809976275408) 2026-01-21T13:08Z [---] followers, [---] engagements "@derpman76148 True last new product from Apple will be a better description. π" [X Link](https://x.com/bogunowicz/status/2013974047864860759) 2026-01-21T13:56Z [---] followers, [--] engagements "$LMND insurance for Tesla Full Self-Driving cars is a win-win for both companies. The total cost of ownership drops significantly making $TSLA vehicles more affordable for more people. If the insurance savings are higher than the FSD subscription FSD adoption rates will rise and more Tesla customers will switch to $LMND. In a few days we will launch the first iteration of our next-gen car insurance designed from the ground up for self-driving cars and the new generation of smarter safer EVs. This first version brings native FSD support allowing owners to instantly connect their @Tesla to the" [X Link](https://x.com/bogunowicz/status/2014075703075962935) 2026-01-21T20:40Z [---] followers, [---] engagements "I expect a lot of hype for $LMND stock. It is still a small cap at around $6.5B so it will move fast. I expect the first resistance at around $100. There I will consider trimming. Please don't sell too early. Essentially a free $LMND ad currently pinned on Elon's profile. ππ https://t.co/Yn4P6iaxVG Essentially a free $LMND ad currently pinned on Elon's profile. ππ https://t.co/Yn4P6iaxVG" [X Link](https://x.com/bogunowicz/status/2014255859837108632) 2026-01-22T08:36Z [---] followers, [---] engagements "$HIMS may be the best asymmetrical bet in the market right now. β Small cap ($6.5B market cap) β Very high short interest (35%) β Expanding into AI healthcare β Positive P/E ratio (around 55) β Loved by retail Timing is tricky; it may take a few quarters for the run to start. $HIMS has been falling on declining volume and my original thought of low 30s could hold turned out to not be correct. These downtrends on low volume are hard to catch the bottom of and I don't think anyone know exactly how low prices would go on low volume. But these things https://t.co/SsDO6eCAtG $HIMS has been falling on" [X Link](https://x.com/bogunowicz/status/2014257932053934374) 2026-01-22T08:44Z [---] followers, [---] engagements "@Neni536975 You need definitely more green candles to go full zen mode. π" [X Link](https://x.com/bogunowicz/status/2014258470409662523) 2026-01-22T08:46Z [---] followers, [--] engagements "$LMND π 52wk high at $91. π" [X Link](https://x.com/bogunowicz/status/2014345979286143365) 2026-01-22T14:34Z [---] followers, [---] engagements "β Pair trade $LMND $HIMS β : I have trimmed 3% of my $LMND holdings at $98. Then I moved this money to $HIMS at $29. We will see how it plays out. π" [X Link](https://x.com/bogunowicz/status/2014371206321877198) 2026-01-22T16:14Z [---] followers, [---] engagements "Pinch me if this is true. $TSLA has removed the safety monitor from the robotaxi In passenger seat now https://t.co/rjfkos2ZCe In passenger seat now https://t.co/rjfkos2ZCe" [X Link](https://x.com/bogunowicz/status/2014406304018698273) 2026-01-22T18:34Z [---] followers, [---] engagements "$UBER is toast. π₯ͺ Some have asked if @robotaxi costs are different from what they were with the safety monitor. My first trip was $4.31 for a [----] mile trip which is exactly the same formula as before. The feedback screen is a little different in that there are new tipping options π€ Really https://t.co/2KwKlNiaBV Some have asked if @robotaxi costs are different from what they were with the safety monitor. My first trip was $4.31 for a [----] mile trip which is exactly the same formula as before. The feedback screen is a little different in that there are new tipping options π€ Really" [X Link](https://x.com/bogunowicz/status/2014439189371068775) 2026-01-22T20:45Z [---] followers, [---] engagements "If only $TSLA can sustain these prices then $GOOGL Waymo and $UBER CEOs will probably have some more sleepless nights. [--] min wait $1.95 Robotaxi vs $13 Uber First ride couldn't have gone smoother. π https://t.co/lrU45c5twt [--] min wait $1.95 Robotaxi vs $13 Uber First ride couldn't have gone smoother. π https://t.co/lrU45c5twt" [X Link](https://x.com/bogunowicz/status/2014570042025799825) 2026-01-23T05:25Z [---] followers, [---] engagements "All the $TSLA puzzle pieces are fitting together: β No monitor/driver in the Robotaxi π‘FSD as subscription only (mid-February) π‘Mass production of the Cybercab (April) Something tells me FSD is progressing really fast. π¨ Elon Musk just confirmed Cybercab production starts in April Lets go $TSLA π https://t.co/fq9giKfASK π¨ Elon Musk just confirmed Cybercab production starts in April Lets go $TSLA π https://t.co/fq9giKfASK" [X Link](https://x.com/bogunowicz/status/2014572999077216513) 2026-01-23T05:36Z [---] followers, [--] engagements "All the $TSLA puzzle pieces are falling into place: π§©No monitor/driver in the Robotaxi (now) π§©FSD as subscription only (mid-February) π§©Mass production of the Cybercab (April) Something tells me FSD is progressing really fast. π¨ Elon Musk just confirmed Cybercab production starts in April Lets go $TSLA π https://t.co/fq9giKfASK π¨ Elon Musk just confirmed Cybercab production starts in April Lets go $TSLA π https://t.co/fq9giKfASK" [X Link](https://x.com/bogunowicz/status/2014577694084653218) 2026-01-23T05:55Z [---] followers, [---] engagements "@poshimoto @MentoviaX This is exactly how I am feeling $AMZN is lacking focus in my opinion. But robots will lift their margins. $PLTR will continue to grow" [X Link](https://x.com/bogunowicz/status/2015038681782837520) 2026-01-24T12:27Z [---] followers, [---] engagements "ARK's Big Ideas 2026: A very good read covering AI (data centers) blockchains robotics/humanoids energy storage and multiomics. It explains how these technologies will drive GDP growth of up to 4%+ annually. The whole Big Ideas deck can be dowloaded here: https://t.co/QYDuGD1ELR The whole Big Ideas deck can be dowloaded here: https://t.co/QYDuGD1ELR" [X Link](https://x.com/bogunowicz/status/2015050083000091009) 2026-01-24T13:12Z [---] followers, [---] engagements "$LMND brick by brick π§± Lemonade Pet is now live in Maine. Lemonade Pet is now live in Maine" [X Link](https://x.com/bogunowicz/status/2015101451832303880) 2026-01-24T16:36Z [---] followers, [---] engagements "$NVDA is currently in a league of its own. Mag7 earnings estimates reveal stark contrasts: $TSLA faces revenue and EPS declines but guidance will be key. In contrast $MSFT $META $AAPL $GOOGL and $AMZN show solid growth in both metrics reflecting tech resilience. $NVDA steals the show with explosive gains https://t.co/CyNO9TCOoZ Mag7 earnings estimates reveal stark contrasts: $TSLA faces revenue and EPS declines but guidance will be key. In contrast $MSFT $META $AAPL $GOOGL and $AMZN show solid growth in both metrics reflecting tech resilience. $NVDA steals the show with explosive gains" [X Link](https://x.com/bogunowicz/status/2015159488915935240) 2026-01-24T20:27Z [---] followers, [---] engagements "@trevorbobyk In Austin" [X Link](https://x.com/bogunowicz/status/2015440809152176252) 2026-01-25T15:05Z [---] followers, [----] engagements "$HIMS should start to run. We are now at [----] stock price. $HIMS The company has guided for [----] revenue of $6.5 billion. π― The market cap of $HIMS today is $6.74 billion. π€― I wouldn't get too bearish on Hims down here. The damage has already been done this is setting up for a great run as we move into 2026-2027. https://t.co/cCsISxtn9I $HIMS The company has guided for [----] revenue of $6.5 billion. π― The market cap of $HIMS today is $6.74 billion. π€― I wouldn't get too bearish on Hims down here. The damage has already been done this is setting up for a great run as we move into 2026-2027." [X Link](https://x.com/bogunowicz/status/2015821414167621922) 2026-01-26T16:17Z [---] followers, [---] engagements "I have added three positions that I have been covering for the last few weeks: [--]. Copper miners USD ETF: a mix of the [--] biggest copper producers. [--]. $MU: forward P/E of [--] looks good to me. [--]. $SRXH: $4M market cap company supported by Eric Jackson; they recently invested in $OPEN. Very speculative. https://twitter.com/i/web/status/2015859342189482183 https://twitter.com/i/web/status/2015859342189482183" [X Link](https://x.com/bogunowicz/status/2015859342189482183) 2026-01-26T18:48Z [---] followers, [---] engagements "@AlphaMoat I think after silver copper will rise. It's very hard to build a cooper mine it takes [--] years on average. Cooper is needed everywhere data center electric wiring etc" [X Link](https://x.com/bogunowicz/status/2015866489656443379) 2026-01-26T19:16Z [---] followers, [--] engagements "$LMND now has about $1B in in-force premiums for [----]. The total U.S. net premiums have a TAM of $933B. Thus in the U.S. alone $LMND holds a tiny 0.1% market share. Even after growing tenfold $LMND would have only 1% market share. On top of that there are the European and Canadian insurance markets where Lemonade is a niche player. So I definitely see lots of potential in the coming years if they execute well. I have no worries about bankruptcy. If they survived the 2022-2024 bear market there is no way they can go belly up in times of lower interest rates and AI advancements. Add the" [X Link](https://x.com/bogunowicz/status/2000184926373597223) 2025-12-14T12:43Z [---] followers, [---] engagements "$LMND now has about $1B in in-force premiums for [----]. The total U.S. net premiums have a TAM of $933B. Thus in the U.S. alone $LMND holds a tiny 0.1% market share. Even after growing tenfold $LMND would have only 1% market share. On top of that there are the European and Canadian insurance markets where Lemonade is a niche player. So I definitely see lots of potential in the coming years if they execute well. I have no worries about bankruptcy. If they survived the 2022-2024 bear market there is no way they can go belly up in times of lower interest rates and AI advancements. Add the" [X Link](https://x.com/bogunowicz/status/2000185241663689060) 2025-12-14T12:44Z [---] followers, [--] engagements "Finally something is moving at $DFDV. I'm holding the bag. Now -65% π " [X Link](https://x.com/bogunowicz/status/2003113923478974554) 2025-12-22T14:42Z [---] followers, [----] engagements "No innovation equals stagnation. $APPL has not delivered any breakthrough technology since the Apple Watch. It is hard to see them outperforming in AI robotics or new product development. The stock price is propelled by never-ending stock buybacks which will not last forever. For the first time in history Nvidias data center revenue surpassed Apples iPhone revenue in the quarter. $NVDA $AAPL https://t.co/G81zYynPPX For the first time in history Nvidias data center revenue surpassed Apples iPhone revenue in the quarter. $NVDA $AAPL https://t.co/G81zYynPPX" [X Link](https://x.com/bogunowicz/status/2013864735595282524) 2026-01-21T06:42Z [---] followers, [----] engagements "@FundasyInvestor I also think $LMND $ROOT because of the more diversified insurance options" [X Link](https://x.com/bogunowicz/status/2014918746935079004) 2026-01-24T04:30Z [---] followers, [---] engagements "Wow this is big for $TSLA Semi. Construction of Tesla Semi Chargers will begin in the first half of [----] at select Pilot travel centers planned across California Georgia Nevada New Mexico and Texas. Pilot travel centers equipped with Tesla Semi Chargers will host four to eight charging stalls and will leverage Teslas V4 cabinet charging technology delivering up to [---] megawatts of power at each stall. β‘ https://twitter.com/i/web/status/2016189653406433379 https://twitter.com/i/web/status/2016189653406433379" [X Link](https://x.com/bogunowicz/status/2016189653406433379) 2026-01-27T16:40Z [---] followers, [---] engagements "These are crazy numbers for Anthropic. This clearly shows that enterprise LLMs can command much higher prices than private customers are willing to pay. Custom automation by introducing enterprise-tailored AI agents is the best way to improve customer service and save money. *ANTHROPIC RAISES [----] REVENUE FORECAST BY +20% EXPECTS $55 BILLION IN SALES THIS YEAR AND NEARLY $150 BILLION IN ANNUAL SALES BY [----] *ANTHROPIC RAISES [----] REVENUE FORECAST BY +20% EXPECTS $55 BILLION IN SALES THIS YEAR AND NEARLY $150 BILLION IN ANNUAL SALES BY 2029" [X Link](https://x.com/bogunowicz/status/2016403880754524316) 2026-01-28T06:52Z [---] followers, [---] engagements "$HIMS: tik tok shorts π©³ π¨ BREAKING: $HIMS SHORT INTEREST SPIKES TO 72M+ - 2ND HIGHEST LEVEL OF ALL-TIME - 41% SHORT INTEREST π³ - [----] DAYS TO COVER - DATA AS OF JAN [--] π€―π€―π€― https://t.co/nsuzQCGell π¨ BREAKING: $HIMS SHORT INTEREST SPIKES TO 72M+ - 2ND HIGHEST LEVEL OF ALL-TIME - 41% SHORT INTEREST π³ - [----] DAYS TO COVER - DATA AS OF JAN [--] π€―π€―π€― https://t.co/nsuzQCGell" [X Link](https://x.com/bogunowicz/status/2016404235525476758) 2026-01-28T06:53Z [---] followers, [---] engagements "$HIMS is looking into expanding into telehealth services in Canada. One stop shop for healthcare in the making. π¨ BREAKING: $HIMS IS BUILDING OUT ITS CLINICAL PROVIDER NETWORK IN CANADA https://t.co/780cCESSZE π¨ BREAKING: $HIMS IS BUILDING OUT ITS CLINICAL PROVIDER NETWORK IN CANADA https://t.co/780cCESSZE" [X Link](https://x.com/bogunowicz/status/2016515858718204284) 2026-01-28T14:17Z [---] followers, [---] engagements "$TSLA earnings look like a small beat to me. They added two vital metrics for understanding their pivot to AI: - number of active FSD subscriptions - robotaxi rollout plan Moreover they invested $2B in xAI. BREAKING: @Tesla has just released its Q4 earnings results. Highlights: EPS (non-GAAP): $0.50 vs. $0.44 est EPA (GAAP): $0.24 Revenue: $24.9B vs. $24.5B est Net income (GAAP): $840M https://t.co/sn2zuDiyLP BREAKING: @Tesla has just released its Q4 earnings results. Highlights: EPS (non-GAAP): $0.50 vs. $0.44 est EPA (GAAP): $0.24 Revenue: $24.9B vs. $24.5B est Net income (GAAP): $840M" [X Link](https://x.com/bogunowicz/status/2016742024079200705) 2026-01-29T05:15Z [---] followers, [---] engagements "$TSLA xAI and SpaceX will have a combined market cap of roughly over $4 trillion and will instantly become the biggest company on Earth. $TSLA BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI bro Musk has also discussed using SpaceXs Starship rockets to carry Teslas Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceXs data centers https://t.co/LMEefbI4f4 $TSLA BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI bro Musk has also discussed using SpaceXs Starship rockets to carry Teslas Optimus robots to the moon as" [X Link](https://x.com/bogunowicz/status/2017122099903521112) 2026-01-30T06:25Z [---] followers, [---] engagements "Today I have been adding to the following positions in very small amounts: $ONDS: in case of an Iran war $PLTR: in case of an Iran war and enterprise AI hype $HOOD: 2k accounts for young Americans in talks. $MSTR: it has to bounce one day. I expect volatility to stay with us for longer. https://twitter.com/i/web/status/2017249217933099356 https://twitter.com/i/web/status/2017249217933099356" [X Link](https://x.com/bogunowicz/status/2017249217933099356) 2026-01-30T14:51Z [---] followers, [--] engagements "Today I have been adding to the following positions in very small amounts: $ONDS: in case of an Iran war. $PLTR: in case of an Iran war and enterprise AI hype. $HOOD: 2k accounts for young Americans in talks. $MSTR: it has to bounce one day. I expect volatility to stay with us for longer. https://twitter.com/i/web/status/2017249422883590285 https://twitter.com/i/web/status/2017249422883590285" [X Link](https://x.com/bogunowicz/status/2017249422883590285) 2026-01-30T14:51Z [---] followers, [---] engagements "For now I can see three horsemen leading the LLM race: - Enterprise AI: Anthropic - Consumer AI: Grok & $GOOGL Gemini OpenAI will drop out of the race. π¨π¨π¨BREAKING: NVIDIA-OPENAI $100B DEAL COLLAPSES Jensen said the $100 billion agreement was nonbinding and not finalized π He privately criticized @samas lack of discipline in OpenAIs business model lol He expressed worry OpenAI is getting MOGGED by Google and Anthropic https://t.co/J4wQ4zECc5 π¨π¨π¨BREAKING: NVIDIA-OPENAI $100B DEAL COLLAPSES Jensen said the $100 billion agreement was nonbinding and not finalized π He privately criticized" [X Link](https://x.com/bogunowicz/status/2017532006024753422) 2026-01-31T09:34Z [---] followers, [---] engagements "I think it's not an easy path for $DFDV but I hope the bottom is in. Institutional interest in $SOL is rising MSCI exclusion is off the table and volume for $DFDV is increasing. I'm still down 50% but bullish again. π [----] was just the beginning. πΈ $380M raised 2.2M $SOL purchased πΈ Breakthrough capital markets innovation πΈ First-of-its-kind corporate onchain initiatives πΈ Record +853% stock return πΈ & much more Here's what we achieved + where we're headed. π https://t.co/Qj6uX7KDgt [----] was just the beginning. πΈ $380M raised 2.2M $SOL purchased πΈ Breakthrough capital markets" [X Link](https://x.com/bogunowicz/status/2008949410433057009) 2026-01-07T17:10Z [---] followers, [---] engagements "If you're looking for short squeeze candidates only [--] of these stocks have a positive PE ratio: $HIMS 59x (healthcare platform) $LEU 51x (nuclear energy strength) $CRK 92x (natural gas earnings) $SEZL 21x (fintech BNPL growth) The rest are negative. The top [--] largest companies with at least 25% short interest (according to Finviz): A lot of these are Fintwit/Retail faves. https://t.co/foX7dH2jrs The top [--] largest companies with at least 25% short interest (according to Finviz): A lot of these are Fintwit/Retail faves. https://t.co/foX7dH2jrs" [X Link](https://x.com/bogunowicz/status/2012472075181601040) 2026-01-17T10:28Z [---] followers, [---] engagements "The number of $TSLA Robotaxi cars in Austin doubled this month to [--] They are slowly catching up with $GOOGL's Waymo which has roughly [---] cars. The $TSLA Robotaxi fleet is growing by the HOUR it seems. π³ https://t.co/3SrtNiPYL6 The $TSLA Robotaxi fleet is growing by the HOUR it seems. π³ https://t.co/3SrtNiPYL6" [X Link](https://x.com/bogunowicz/status/2015312058028376447) 2026-01-25T06:33Z [---] followers, 58.8K engagements "$ZM never stops fascinating me. While its core business has been stagnant for months its early investments in Anthropic $CRWV and Perplexity are starting to be worth a lot. $MSTR's version of AI I need to look deeper into it. $ZM Running cause investors realize they're early investors in Anthropic. Wait till they realize they're also early in Coreweave and Perplexity - as well as many others. Eric Yuan and his team see the roadmap for AI and they're capitalizing on it. https://t.co/J1fjSbuNYS $ZM Running cause investors realize they're early investors in Anthropic. Wait till they realize" [X Link](https://x.com/bogunowicz/status/2016042482564313469) 2026-01-27T06:55Z [---] followers, [---] engagements "$SRXH is a pure speculative play for me. But it seems doing fine. $SRXH hit a high of .1696 in the overnight just a bit ago. Wild. Probably means nothing. Good night. https://t.co/ZSUoMjOA5V $SRXH hit a high of .1696 in the overnight just a bit ago. Wild. Probably means nothing. Good night. https://t.co/ZSUoMjOA5V" [X Link](https://x.com/bogunowicz/status/2016777808605778000) 2026-01-29T07:37Z [---] followers, [---] engagements "$MTPLF has $137M to buy $BTC. π JUST IN: Metaplanet to raise $137 million to buy more Bitcoin. https://t.co/hgAT06pwif JUST IN: Metaplanet to raise $137 million to buy more Bitcoin. https://t.co/hgAT06pwif" [X Link](https://x.com/bogunowicz/status/2016908992350458044) 2026-01-29T16:19Z [---] followers, [---] engagements "$HOOD: Very good news as Robinhood will become the default trading platform for the young American citizens. The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children. https://t.co/x6YEoaRNmf The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children. https://t.co/x6YEoaRNmf" [X Link](https://x.com/bogunowicz/status/2017120363658850641) 2026-01-30T06:19Z [---] followers, [---] engagements "$SWC: Today is its first day on the London Stock Exchange. Quite a feat half a year after the IPO. Next stop: FTSE [---]. RNS Announcement: First Day of Dealings The Smarter Web Company is pleased to announce that the admission of its entire share capital being [---------] ordinary shares of [-----] each to the Equity Shares (Commercial Companies) category of the UK Financial Conduct Authoritys RNS Announcement: First Day of Dealings The Smarter Web Company is pleased to announce that the admission of its entire share capital being [---------] ordinary shares of [-----] each to the Equity Shares" [X Link](https://x.com/bogunowicz/status/2018584252850250200) 2026-02-03T07:16Z [---] followers, [---] engagements "$BTC and crypto should get some relief after the end of the government shutdown. I think we are almost there. Longs have been flushed. It is time to go back up. I know it is not easy but trust me $BTC always comes back higher" [X Link](https://x.com/bogunowicz/status/2018771160872403401) 2026-02-03T19:38Z [---] followers, [--] engagements "$GOOGL is so strong. π $GOOGL crushes Q4 https://t.co/hSNHIIAVnl $GOOGL crushes Q4 https://t.co/hSNHIIAVnl" [X Link](https://x.com/bogunowicz/status/2019284382742458649) 2026-02-05T05:38Z [---] followers, [---] engagements "Someone has restricted $X stock ticker symbol previously used by US Steel. π BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon. BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon" [X Link](https://x.com/bogunowicz/status/2019319938075205659) 2026-02-05T07:59Z [---] followers, [---] engagements "Bullish for $HIMS and $NVO. Stock +14% in pre-market. π π¨ BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH π€―π€―π€― https://t.co/jMTHdJJP0l π¨ BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH π€―π€―π€― https://t.co/jMTHdJJP0l" [X Link](https://x.com/bogunowicz/status/2019413350833336718) 2026-02-05T14:10Z [---] followers, [---] engagements "RT @StockMKTNewz: Robinhood $HOOD announced today it's launching stocks & shares ISAs (individual savings accounts) for Robinhood UK cus" [X Link](https://x.com/bogunowicz/status/2019643872104898897) 2026-02-06T05:26Z [---] followers, [--] engagements "$MSTR: One more dip buyer. This time Danske Bank. JUST IN: Denmark's largest bank Danske Bank just disclosed they bought [-----] more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of [------] shares ($17.6 million). https://t.co/SkCH5GPj5A JUST IN: Denmark's largest bank Danske Bank just disclosed they bought [-----] more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of [------] shares ($17.6 million). https://t.co/SkCH5GPj5A" [X Link](https://x.com/bogunowicz/status/2019020272591143329) 2026-02-04T12:08Z [---] followers, [---] engagements "Ondas Holdings Inc. (NASDAQ: ONDS) a leader in autonomous aerial and ground robot intelligence as well as private wireless solutions has been on an aggressive acquisition spree particularly in http://x.com/i/article/2012449692106321920 http://x.com/i/article/2012449692106321920" [X Link](https://x.com/bogunowicz/status/2012453722077458565) 2026-01-17T09:15Z [---] followers, [----] engagements "Here are the mNAVs for my favorite $BTC DAT plays: $MSTR (MicroStrategy): 1.06x $MTPLF (Metaplanet): 1.51x $TSWCF (Smarter Web Company): 0.8x Metaplanet can now start tapping its ATM (mNAV1) while SWC will start doing so soon. ATM means more money to buy $BTC which will in turn bring much more hype to these stocks. Bitcoin hasn't even done anything yet and we are already seeing mNAV expansion across the board. Just wait until we get a real high velocity move to the upside and I wouldn't be surprised to see mNAVs going back to 3-5. The speculators will return. This is not priced in. Bitcoin" [X Link](https://x.com/bogunowicz/status/2011436848296398883) 2026-01-14T13:54Z [---] followers, [---] engagements "AI Training = $NVDA AI Inference = $AMD Both will prosper if this prediction holds true. AI is still very early innings AI inference workloads projected to 5x by [----]. Our portfolio is positioned to capitalise on this massive opportunity. https://t.co/FD4a3qFWom AI is still very early innings AI inference workloads projected to 5x by [----]. Our portfolio is positioned to capitalise on this massive opportunity. https://t.co/FD4a3qFWom" [X Link](https://x.com/bogunowicz/status/2014937707378606420) 2026-01-24T05:45Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@bogunowicz Tomek BogunowiczTomek Bogunowicz posts on X about ai, $tsla, $mstr, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 78% finance 43% cryptocurrencies #5530 technology brands 20% automotive brands 17% countries 8% exchanges 5% celebrities 3% financial services 2% travel destinations 2%
Social topic influence ai 20%, $tsla 17%, $mstr 12%, in the 12%, $hims 11%, $btc 9%, $lmnd 9%, tesla 9%, bitcoin 8%, $onds 8%
Top accounts mentioned or mentioned by @tesla @solana @martypartymusic @lemonadeincs @strategy @atlasdiary @jvisserlabs @jonathandrake @sawyermerritt @elonmusk @shaiwininger @lemonadeinc @bitcoinbyheart @wealthwlars @grok @derpman76148 @neni536975 @robotaxi @poshimoto @mentoviax
Top assets mentioned Tesla, Inc. (TSLA) Strategy (MSTR) Hims & Hers Health, Inc. (HIMS) Bitcoin (BTC) Lemonade, Inc. (LMND) Ondas Holdings Inc. Common Stock (ONDS) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) Solana (SOL) Metaplanet Inc. (MTPLF) DeFi Development Corp. (DFDV) Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) Circle Internet Group, Inc. (CRCL) Amazon.com, Inc. (AMZN) Coinbase Global Inc. (COIN) Ethereum (ETH) USDC (USDC) Opendoor Technologies Inc Common Stock (OPEN) The Smarter Web Co. (SWC.AQ) Advanced Micro Devices (AMD) Metadium (META) Costco Wholesale Corporation (COST) Uber Technologies, Inc. (UBER) Apple, Inc. (AAPL) Goldman Sachs (GS)
Top posts by engagements in the last [--] hours
"What's going on with $DFDV +22% doesn't look bad to me. π"
X Link 2026-01-05T17:12Z [---] followers, [----] engagements
"$DFDV is finally going up. I'm now down 45% on my position. π I expect $SOL price to double over the next few months to the $250$300 range. As DeFi development is a leveraged play on Solana it should do 34x to the $20$28 area. π"
X Link 2026-01-14T07:33Z [---] followers, [---] engagements
"$MSTR: This is why the downside risk at this point ($130) is very low. This MSTR math will BLOW your MIND: In [----] a down year for Bitcoin Strategy raised $25.3 BILLION. There were [---] trading days last year. $25.3B [---] trading days $100.4M per trading day. Correct. On average Strategy raised over $100 MILLION per trading day. Near https://t.co/DZFDg6qSdF This MSTR math will BLOW your MIND: In [----] a down year for Bitcoin Strategy raised $25.3 BILLION. There were [---] trading days last year. $25.3B [---] trading days $100.4M per trading day. Correct. On average Strategy raised over $100 MILLION"
X Link 2026-02-07T08:40Z [---] followers, [--] engagements
"$BTC price action looks more like a controlled crash with some big players caught on the wrong side of the trade. Several large leveraged funds were liquidated. However the quick V-shaped recovery suggests this dip will be short-lived and should resolve in a few months"
X Link 2026-02-07T13:36Z [---] followers, [--] engagements
"$LMND π€ $TSLA: First autonomous car insurance goes live in Oregon. And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj And. we're ON. @Lemonade_Inc's Autonomous Car for @Tesla FSD is now live in Oregon. Tesla drivers in Oregon can now get 50% off their Tesla FSD-driven miles + the best car insurance experience in the US bar none. https://t.co/vimFfgeXDj"
X Link 2026-02-10T12:21Z [---] followers, [---] engagements
"$CRCL: I hope they can agree on the yield for holding stablecoins. π¨LATEST: πThe White House is hosting its second stablecoin meeting TODAY. Attendees include BoA JPMorgan Wells Fargo along with crypto reps from Coinbase Circle and Tether. History for Bitcoin & crypto is being written.π₯ https://t.co/RoZP1Wbjn5 π¨LATEST: πThe White House is hosting its second stablecoin meeting TODAY. Attendees include BoA JPMorgan Wells Fargo along with crypto reps from Coinbase Circle and Tether. History for Bitcoin & crypto is being written.π₯ https://t.co/RoZP1Wbjn5"
X Link 2026-02-10T14:38Z [---] followers, [---] engagements
"$MU: HBM sold out completely for [----]. Buy the scarcity. π $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply." https://t.co/rzkjuOJS1k $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply.""
X Link 2026-02-12T06:23Z [---] followers, [---] engagements
"$MSTR: I think it may get a quick pump to $400-500 range somewhere this year. Institutions are loaded sentiment hit the bottom. π Goldman Sachs added [------] more @Strategy ($MSTR) shares bringing its total to 2.33M shares worth about $301M. https://t.co/7FvGDI6lxg π Goldman Sachs added [------] more @Strategy ($MSTR) shares bringing its total to 2.33M shares worth about $301M. https://t.co/7FvGDI6lxg"
X Link 2026-02-12T06:25Z [---] followers, [--] engagements
"@Atlas_Diary @jvisserlabs Very hard to tell. $TSLA is leading physical AI so they have some edge over the hyperscalers who have "just" cloude compute. I think in the long run it is very hard to predict if this holds true"
X Link 2026-02-12T15:12Z [---] followers, [--] engagements
"$TSLA: Wow this is happening quickly. [--] more vehicles have been added to the $TSLA Robotaxi fleet since yesterday. Day by day more start arriving. https://t.co/SA9FWDtF7k [--] more vehicles have been added to the $TSLA Robotaxi fleet since yesterday. Day by day more start arriving. https://t.co/SA9FWDtF7k"
X Link 2026-02-14T20:43Z [---] followers, [---] engagements
"$CRCL: Very bullish for Circle. Stable Coin Mint: 2min ago another $250m $USDC issued on @solana Chain Comaprision Report: Solana 69% Ethereum 31% of large stable coin transactions https://t.co/6iUWddE7Pa Stable Coin Mint: 2min ago another $250m $USDC issued on @solana Chain Comaprision Report: Solana 69% Ethereum 31% of large stable coin transactions https://t.co/6iUWddE7Pa"
X Link 2026-02-14T22:07Z [---] followers, [----] engagements
"$SOL: The total volume of USDC on Ethereum is much higher than on Solana ($50B vs. $10B). However over the last [--] months roughly the same new USDC supply has been minted on Solana and Ethereum. Interesting: $1.9B minted on Solana $1.9B minted on Ethereum Just in the last [--] days As many stablecoins were minted on Solana despite ETH having a 10x bigger stablecoin market cap Encouraging for @solana bulls. https://t.co/ifwGCb2fuU Interesting: $1.9B minted on Solana $1.9B minted on Ethereum Just in the last [--] days As many stablecoins were minted on Solana despite ETH having a 10x bigger stablecoin"
X Link 2026-02-12T06:36Z [---] followers, [---] engagements
"So this means we will have 3-4 months bullish run. π»'s EVERYWHERE π»'s EVERYWHERE"
X Link 2026-02-14T18:15Z [---] followers, [---] engagements
"@martypartymusic I am owning both $SOL and $CRCL. No need to choose between these two. π"
X Link 2026-02-15T05:19Z [---] followers, [---] engagements
"$MU and $MSTR: There has been recent verified insider buying for these two tickers. - $MU: Director Liu bought 23K shares ($7.8M) in mid-January - $MSTR: Director Rickertsen bought 5K shares ($779K) on January 12"
X Link 2026-02-10T07:03Z [---] followers, [---] engagements
"Helium is powered by $SOL. πͺ 3.4m users connected to Helium today alone. The US population is 340m. [--] in every [---] Americans connected to Helium. Thats incredible 3.4m users connected to Helium today alone. The US population is 340m. [--] in every [---] Americans connected to Helium. Thats incredible"
X Link 2026-02-15T05:31Z [---] followers, [--] engagements
"My take on this: $NVDA is still a supplier to hyperscaler companies. $GOOGL interacts directly with users via Gmail Chrome Google Search or Gemini. Companies with real ties to end consumers are often financially better positioned than suppliers. $GOOG is only $0.5T away from surpassing $NVDA Crazy how fast narratives can change A year ago $NVDA was expected to dominate every aspect of AI while $GOOG was seen as vulnerable to disruption from AI Now its $GOOG that is eating into ChatGPTs share and the Street views https://t.co/H3q3UJrBjv $GOOG is only $0.5T away from surpassing $NVDA Crazy how"
X Link 2026-01-13T06:58Z [---] followers, [---] engagements
"$TSLA FSD is one of the first if not the first solid widespread application of artificial general intelligence (AGI) worldwide. It will be very hard to for legacy automakers (lacking AI data centers and AI stack) and AI giants like $NVDA or $GOOGL (lacking high-quality real-world driving data) to copy it. Tesla has both real-world driving data and AI infrastructure. Its secret sauce will be very hard to replicate and the road to commoditization is very long. Tonight Tesla FSD history was made my [----] Model [--] was able to now complete its record 12000th consecutive mile in a row (yes 12k)"
X Link 2026-01-13T07:03Z [---] followers, [---] engagements
"$MSTR: There are many reasons for insiders to sell just one reason to buy. This company is sitting on $62B in $BTC while its market cap is at $45B. Almost 20% discount. JUST IN: Strategy Board Member Carl Rickertsen has bought [----] $MSTR shares at $155.88 for $779395. He bought the dip π₯ https://t.co/oRAivAEscI JUST IN: Strategy Board Member Carl Rickertsen has bought [----] $MSTR shares at $155.88 for $779395. He bought the dip π₯ https://t.co/oRAivAEscI"
X Link 2026-01-13T10:10Z [---] followers, [---] engagements
"This is why I like $OPEN. The more I think about it the more I like the idea of poaching $SHOP's COO for Opendoor. Early online shopping involved typing credentials and bank account numbers then waiting for untrackable deliveries. The process was slow inefficient and terribly customer-unfriendly. Then Amazon revolutionized it with one-click ordering. Shopify took it further with a smooth interface and seamless buying process. Buying a home today is still like early online shopping: agents banks councils taxationvery stressful and complicated. But what if you bring in someone who has already"
X Link 2026-01-13T16:36Z [---] followers, [---] engagements
"$MSTR up +5% to $170. It looks like we are finally breaking out. π $MSTR: There are many reasons for insiders to sell just one reason to buy. This company is sitting on $62B in $BTC while its market cap is at $45B. Almost 20% discount. $MSTR: There are many reasons for insiders to sell just one reason to buy. This company is sitting on $62B in $BTC while its market cap is at $45B. Almost 20% discount"
X Link 2026-01-13T19:30Z [---] followers, [---] engagements
"$MTPLF: Metaplanet +16% to [---] in Tokyo right now. We are so back"
X Link 2026-01-14T05:23Z [---] followers, [---] engagements
"The $MTPLF flywheel has been reactivated. πΈ At [---] $MTPLF can pull the ATM again Then the fun starts At [---] $MTPLF can pull the ATM again Then the fun starts"
X Link 2026-01-14T07:44Z [---] followers, [---] engagements
"@JonathanDrake @SawyerMerritt @elonmusk Lock the customers in so they are so used to it so they won't give up FSD anymore. Sounds good to me. π"
X Link 2026-01-14T07:46Z [---] followers, [---] engagements
"$HIMS web traffic is increasing again reaching all-time highs combined with the highest short interest in months. We have enough rocket fuel to go much higher. π $HIMS WEB TRAFFIC π https://t.co/AdoKj9DfQJ $HIMS WEB TRAFFIC π https://t.co/AdoKj9DfQJ"
X Link 2026-01-14T13:36Z [---] followers, [---] engagements
"@shai_wininger @Lemonade_Inc Congratulations next one milion hopefully in the next few months. π"
X Link 2026-01-14T17:43Z [---] followers, [---] engagements
"$TSLA is leading the luxury segment in China ahead of BMW Audi and Mercedes. Something unthinkable just a few years ago. Crazy how times change. π¨BREAKING: Tesla is now the #1 luxury car brand in China [------] vehicles delivered in [----] Ranked #1 in cumulative luxury sales Beat BMW Audi and Mercedes Lead over BBA brands by at least 6.6% Tesla just took the crown in the worlds most competitive auto market https://t.co/KukLTUZHjl π¨BREAKING: Tesla is now the #1 luxury car brand in China [------] vehicles delivered in [----] Ranked #1 in cumulative luxury sales Beat BMW Audi and Mercedes Lead over"
X Link 2026-01-15T06:54Z [---] followers, [---] engagements
"$IREN $ONDS and $ASTS are great stocks but be cautious of their high valuations. In particular $ONDS and $ASTS may retrace 5080% at some point in the future. Top [--] must-own stocks for high conviction: [--]. $IREN (data centers) [--]. $ONDS (robotics) [--]. $ASTS (space) Small diversification high reward. I really believe these sectors and trends will be strong in the long run. We are still extreme early in the stage. I often tend to https://t.co/D40iKDLCb8 Top [--] must-own stocks for high conviction: [--]. $IREN (data centers) [--]. $ONDS (robotics) [--]. $ASTS (space) Small diversification high reward. I"
X Link 2026-01-15T07:05Z [---] followers, [---] engagements
"The Smarter Web Company ( $TSWCF $SWC) flywheel has been reactivated. Expect them to add roughly [--] BTC to their bag. RNS Announcement: Subscription Agreement Update - 1.7m Proceeds The Smarter Web Company announces that [-------] Ordinary Shares have been placed in accordance with the terms of the Subscription Agreement announced on [--] December [----]. Please read the RNS on our website (link https://t.co/9tXJgWci8c RNS Announcement: Subscription Agreement Update - 1.7m Proceeds The Smarter Web Company announces that [-------] Ordinary Shares have been placed in accordance with the terms of the"
X Link 2026-01-15T07:30Z [---] followers, [---] engagements
"The $TSM earnings beat shows that talk of a widespread AI bubble is pure nonsense. Demand for chips will only increase coming not just from data centers but also from intelligent consumer devices. This will also further drive up prices of metals like copper and silver. Taiwan Semiconductor $TSM the world's largest manufacturer of AI chips reported record Q4 net profit of $16 billion soaring 35% year-over-year. It also raised its full-year sales growth forecast citing the "AI mega trend". Taiwan Semi's main customers include AMD $AMD https://t.co/zpYaHEpN6d Taiwan Semiconductor $TSM the"
X Link 2026-01-15T14:40Z [---] followers, [---] engagements
"$ONDS Don't forget tommorow is the investor day. Ondas will host OAS Investor Day [----] on January [--] outlining its updated strategy Core+ growth program and [----] financial outlook. $ONDS https://t.co/yJ7nzpKk6K Ondas will host OAS Investor Day [----] on January [--] outlining its updated strategy Core+ growth program and [----] financial outlook. $ONDS https://t.co/yJ7nzpKk6K"
X Link 2026-01-15T16:32Z [---] followers, [---] engagements
"@BitcoinbyHeart Thanks for the great analysis. I also think Metaplanet will outperform Strategy. It is just a smaller company and will benefit from low interest environment in Japan. I own 40% metaplanet and 60% Strategy"
X Link 2026-01-15T20:50Z [---] followers, [---] engagements
"$HOOD and $COIN down in the overnight trading. JUST IN: Robinhood and Coinbase stocks fall 7.8% and 6.5% after Congress delays crypto market structure legislation. https://t.co/Xan7bTe7CG JUST IN: Robinhood and Coinbase stocks fall 7.8% and 6.5% after Congress delays crypto market structure legislation. https://t.co/Xan7bTe7CG"
X Link 2026-01-16T05:45Z [---] followers, [---] engagements
"@WealthwLars TAM is just huge and the legacy insurers are lagging on AI front. This is why Lemonade have such a potential"
X Link 2026-01-16T08:45Z [---] followers, [--] engagements
"While retail is panicking institutions are gobbling up $MSTR shares. JUST IN: $12 trillion Vanguard Group Mid-Cap Index Fund Institutional Shares ($VMCIX) just disclosed they bought [----] million ($505 million) #Bitcoin treasury company Strategy $MSTR shares for the first time. https://t.co/QIJhB6u19a JUST IN: $12 trillion Vanguard Group Mid-Cap Index Fund Institutional Shares ($VMCIX) just disclosed they bought [----] million ($505 million) #Bitcoin treasury company Strategy $MSTR shares for the first time. https://t.co/QIJhB6u19a"
X Link 2026-01-16T12:38Z [---] followers, [---] engagements
"$ONDS has just raised its revenue targets. The [----] revenue target is now $170180M up from the previous $110M. Q4 revenue is expected at $2729M. The pro forma cash balance exceeds $1.5B. $ONDS Ondas Hosts OAS Investor Day: Ups [----] Revenue Target to $170 - $180 Million πOAS Investor Day to be conducted today January [--] [----] at 10:00 AM ET πPreliminary [----] revenue estimates exceed prior revenue targets πPro-forma cash balance of $1.5 billion https://t.co/QGxcSie5Fb $ONDS Ondas Hosts OAS Investor Day: Ups [----] Revenue Target to $170 - $180 Million πOAS Investor Day to be conducted today"
X Link 2026-01-16T13:16Z [---] followers, [---] engagements
"I have increased my $HOOD position to [---] shares at $108. The stock is currently flying under the radar. The hype is gone and we're far from the ATH of $150. Robinhood grew its revenue by 75% YoY. With a P/E ratio of [--] and a P/S of [--] this ticker looks compelling to me"
X Link 2026-01-16T17:01Z [---] followers, [----] engagements
"As I said before it will be very difficult for anyone other than Musk's companies ( especially xAI ) to expand AI training clusters so rapidly on such a scale. I think neither $AMZN $META nor $GOOGL can pull it off in such a short timeframe. The Colossus [--] supercomputer for @Grok is now operational. First Gigawatt training cluster in the world. Upgrades to 1.5GW in April. The Colossus [--] supercomputer for @Grok is now operational. First Gigawatt training cluster in the world. Upgrades to 1.5GW in April"
X Link 2026-01-17T19:21Z [---] followers, [---] engagements
"Fun fact: $ONDS CEO Eric Brock used to work for Bearn Sterns before founding Ondas Holdings. $ONDS is special . Ondas Holdings CEO Eric Brock Interview with Jay Finance key takeaways- Aug [--] [----] [--]. Eric Brock is a trained accountant. [--]. He worked as a former Bear Stearns investment banker. [--]. He founded Ondas Holdings. [--]. He ran a hedge fund at one point in $ONDS is special . Ondas Holdings CEO Eric Brock Interview with Jay Finance key takeaways- Aug [--] [----] [--]. Eric Brock is a trained accountant. [--]. He worked as a former Bear Stearns investment banker. [--]. He founded Ondas Holdings. [--]. He ran"
X Link 2026-01-18T12:43Z [---] followers, [---] engagements
"I bet $MSTR will cross the [-------] $BTC mark this quarter. igger Orange. https://t.co/HI47hMCnui igger Orange. https://t.co/HI47hMCnui"
X Link 2026-01-18T15:38Z [---] followers, [---] engagements
"$TSLA AI5 chip: Single SoC delivers Hopper-class performance dual chips deliver Blackwell-class. It costs far less than $NVDA chips uses far less power (250W optimized vs. 7001000W for NVIDIA) and is roughly 3x more efficient per watt. Custom design for Tesla inference provides a massive edge in performance per watt. NVIDIA Hopper/Blackwell excel in general AI training and broad workloads but Tesla AI5's "radical simplicity" (no overhead integer-focused vertical integration) makes it 10x cheaper per inference for cars/robots. The more I think about it the more a Terafab ($TSM competitor) is"
X Link 2026-01-19T08:18Z [---] followers, [---] engagements
"$MU seems cheap. Add the last inisder buy for $8M to the list. The demand for DDRAM is just insane. $MU Micron is now the 19th largest company in the US bigger than $PLTR Yet it trades at one of the lowest forward P/Es: Palantir: 170x Costco: 46x AMD: 34x Micron: 9.6x Memory sits at the very heart of AI growth and we're still very early in this revolution. https://t.co/8GYmo9Pw9v $MU Micron is now the 19th largest company in the US bigger than $PLTR Yet it trades at one of the lowest forward P/Es: Palantir: 170x Costco: 46x AMD: 34x Micron: 9.6x Memory sits at the very heart of AI growth and"
X Link 2026-01-19T09:58Z [---] followers, [---] engagements
"$HIMS: A healthcare hybrid of Netflix and Costco. $HIMS - Most investors are not thinking big enough. Labs are the entry point for the massive group of people who don't have a medical problem yet but want to check their health. These people won't buy a pill today but they will pay for a blood test to see their data. This $HIMS - Most investors are not thinking big enough. Labs are the entry point for the massive group of people who don't have a medical problem yet but want to check their health. These people won't buy a pill today but they will pay for a blood test to see their data. This"
X Link 2026-01-19T17:49Z [---] followers, [---] engagements
"What's happening today: We are experiencing some tariff doldrums around Greenland. I think it should not be as severe as the liberation day(s) in April. - Gold is up as a risk-off asset. - $BTC is taking a hit; Bitcoin is still treated as a risk-on asset. - All $BTC-related tickers like $MSTR and $MTPLF are also down. - $HOOD down 4% in overnight trading to $105 which offers a good entry point. We will see how the story unfolds but it should be short-lived as money printing continues. https://twitter.com/i/web/status/2013504333136920762 https://twitter.com/i/web/status/2013504333136920762"
X Link 2026-01-20T06:50Z [---] followers, [---] engagements
"$ONDS: Very green π’ +7% on a very red π΄ day. H.C. Wainwright raised its price target on $ONDS to $25 from $12 and reiterated a Buy after the companys investor day. The firm says Ondas is heading into [----] with strong momentum in autonomous aerial and robotics markets supported by a $500M+ sales pipeline and several active https://t.co/byv7Gyp5p4 H.C. Wainwright raised its price target on $ONDS to $25 from $12 and reiterated a Buy after the companys investor day. The firm says Ondas is heading into [----] with strong momentum in autonomous aerial and robotics markets supported by a $500M+"
X Link 2026-01-20T14:47Z [---] followers, [---] engagements
"$HIMS is poaching top talent with backgrounds in robotics autonomous driving technology and data science. This points to building the intersection of AI and healthcare. $HIMS will have a clear edge over legacy healthcare companies. π¨ BREAKING: $HIMS HIRES TANMAY AGARWAL AS SENIOR MACHINE LEARNING SCIENTIST - Previously Senior Machine Learning Engineer at Cruise (3 yrs) and Software Engineer of Prediction at Argo AI (2.5 yrs) - Hims has now hired at least [--] former Cruise engineers to lead its engineering https://t.co/lAZovMUVPO π¨ BREAKING: $HIMS HIRES TANMAY AGARWAL AS SENIOR MACHINE"
X Link 2026-01-20T16:29Z [---] followers, [---] engagements
"Another day another $HIMS AI hire. π¨ $HIMS HIRES CHINUA UMOJA AS SENIOR FULL STACK ENGINEER APPLIED AI - Previously was a senior engineer at Amazon (3.5 yrs) - PhD from Georgia State University in Bioinformatics https://t.co/FxnlPHKPld π¨ $HIMS HIRES CHINUA UMOJA AS SENIOR FULL STACK ENGINEER APPLIED AI - Previously was a senior engineer at Amazon (3.5 yrs) - PhD from Georgia State University in Bioinformatics https://t.co/FxnlPHKPld"
X Link 2026-01-21T06:26Z [---] followers, [---] engagements
"Most people will probably never comprehend that what $TSLA has achieved is almost impossible to replicate. TESLA STANDS ALONE: THE ONLY EV COMPANY WITH LIFETIME POSITIVE CASH FLOW This chart hits like a gut punch to every EV hype train out there. Cumulative free cash flow since inception: Tesla at +$20.3 billion and still climbing sharply. Everyone else in the red: Rivian https://t.co/Tz1BQz8W7e TESLA STANDS ALONE: THE ONLY EV COMPANY WITH LIFETIME POSITIVE CASH FLOW This chart hits like a gut punch to every EV hype train out there. Cumulative free cash flow since inception: Tesla at +$20.3"
X Link 2026-01-21T06:33Z [---] followers, [---] engagements
"Commodity suppression is capping the $BTC price right now. Commodity suppression has long been practiced on metals like gold and silver. It seems that $BTC is also artificially manipulated by big institutional players. Don't fall for it. Strategy bought $2.13B of Bitcoin. Spot ETFs bought $1.55B. 30k BTC left exchanges Yet Bitcoin is still dumping hard So whats going on Whos selling Heres the truth: Its not long-term holders. Its not institutions. Its leveraged traders getting wiped out. In the https://t.co/wWnr1aYaCb Strategy bought $2.13B of Bitcoin. Spot ETFs bought $1.55B. 30k BTC left"
X Link 2026-01-21T13:08Z [---] followers, [---] engagements
"@derpman76148 True last new product from Apple will be a better description. π"
X Link 2026-01-21T13:56Z [---] followers, [--] engagements
"$LMND insurance for Tesla Full Self-Driving cars is a win-win for both companies. The total cost of ownership drops significantly making $TSLA vehicles more affordable for more people. If the insurance savings are higher than the FSD subscription FSD adoption rates will rise and more Tesla customers will switch to $LMND. In a few days we will launch the first iteration of our next-gen car insurance designed from the ground up for self-driving cars and the new generation of smarter safer EVs. This first version brings native FSD support allowing owners to instantly connect their @Tesla to the"
X Link 2026-01-21T20:40Z [---] followers, [---] engagements
"I expect a lot of hype for $LMND stock. It is still a small cap at around $6.5B so it will move fast. I expect the first resistance at around $100. There I will consider trimming. Please don't sell too early. Essentially a free $LMND ad currently pinned on Elon's profile. ππ https://t.co/Yn4P6iaxVG Essentially a free $LMND ad currently pinned on Elon's profile. ππ https://t.co/Yn4P6iaxVG"
X Link 2026-01-22T08:36Z [---] followers, [---] engagements
"$HIMS may be the best asymmetrical bet in the market right now. β
Small cap ($6.5B market cap) β
Very high short interest (35%) β
Expanding into AI healthcare β
Positive P/E ratio (around 55) β
Loved by retail Timing is tricky; it may take a few quarters for the run to start. $HIMS has been falling on declining volume and my original thought of low 30s could hold turned out to not be correct. These downtrends on low volume are hard to catch the bottom of and I don't think anyone know exactly how low prices would go on low volume. But these things https://t.co/SsDO6eCAtG $HIMS has been falling on"
X Link 2026-01-22T08:44Z [---] followers, [---] engagements
"@Neni536975 You need definitely more green candles to go full zen mode. π"
X Link 2026-01-22T08:46Z [---] followers, [--] engagements
"$LMND π 52wk high at $91. π"
X Link 2026-01-22T14:34Z [---] followers, [---] engagements
"β Pair trade $LMND $HIMS β : I have trimmed 3% of my $LMND holdings at $98. Then I moved this money to $HIMS at $29. We will see how it plays out. π"
X Link 2026-01-22T16:14Z [---] followers, [---] engagements
"Pinch me if this is true. $TSLA has removed the safety monitor from the robotaxi In passenger seat now https://t.co/rjfkos2ZCe In passenger seat now https://t.co/rjfkos2ZCe"
X Link 2026-01-22T18:34Z [---] followers, [---] engagements
"$UBER is toast. π₯ͺ Some have asked if @robotaxi costs are different from what they were with the safety monitor. My first trip was $4.31 for a [----] mile trip which is exactly the same formula as before. The feedback screen is a little different in that there are new tipping options π€ Really https://t.co/2KwKlNiaBV Some have asked if @robotaxi costs are different from what they were with the safety monitor. My first trip was $4.31 for a [----] mile trip which is exactly the same formula as before. The feedback screen is a little different in that there are new tipping options π€ Really"
X Link 2026-01-22T20:45Z [---] followers, [---] engagements
"If only $TSLA can sustain these prices then $GOOGL Waymo and $UBER CEOs will probably have some more sleepless nights. [--] min wait $1.95 Robotaxi vs $13 Uber First ride couldn't have gone smoother. π https://t.co/lrU45c5twt [--] min wait $1.95 Robotaxi vs $13 Uber First ride couldn't have gone smoother. π https://t.co/lrU45c5twt"
X Link 2026-01-23T05:25Z [---] followers, [---] engagements
"All the $TSLA puzzle pieces are fitting together: β
No monitor/driver in the Robotaxi π‘FSD as subscription only (mid-February) π‘Mass production of the Cybercab (April) Something tells me FSD is progressing really fast. π¨ Elon Musk just confirmed Cybercab production starts in April Lets go $TSLA π https://t.co/fq9giKfASK π¨ Elon Musk just confirmed Cybercab production starts in April Lets go $TSLA π https://t.co/fq9giKfASK"
X Link 2026-01-23T05:36Z [---] followers, [--] engagements
"All the $TSLA puzzle pieces are falling into place: π§©No monitor/driver in the Robotaxi (now) π§©FSD as subscription only (mid-February) π§©Mass production of the Cybercab (April) Something tells me FSD is progressing really fast. π¨ Elon Musk just confirmed Cybercab production starts in April Lets go $TSLA π https://t.co/fq9giKfASK π¨ Elon Musk just confirmed Cybercab production starts in April Lets go $TSLA π https://t.co/fq9giKfASK"
X Link 2026-01-23T05:55Z [---] followers, [---] engagements
"@poshimoto @MentoviaX This is exactly how I am feeling $AMZN is lacking focus in my opinion. But robots will lift their margins. $PLTR will continue to grow"
X Link 2026-01-24T12:27Z [---] followers, [---] engagements
"ARK's Big Ideas 2026: A very good read covering AI (data centers) blockchains robotics/humanoids energy storage and multiomics. It explains how these technologies will drive GDP growth of up to 4%+ annually. The whole Big Ideas deck can be dowloaded here: https://t.co/QYDuGD1ELR The whole Big Ideas deck can be dowloaded here: https://t.co/QYDuGD1ELR"
X Link 2026-01-24T13:12Z [---] followers, [---] engagements
"$LMND brick by brick π§± Lemonade Pet is now live in Maine. Lemonade Pet is now live in Maine"
X Link 2026-01-24T16:36Z [---] followers, [---] engagements
"$NVDA is currently in a league of its own. Mag7 earnings estimates reveal stark contrasts: $TSLA faces revenue and EPS declines but guidance will be key. In contrast $MSFT $META $AAPL $GOOGL and $AMZN show solid growth in both metrics reflecting tech resilience. $NVDA steals the show with explosive gains https://t.co/CyNO9TCOoZ Mag7 earnings estimates reveal stark contrasts: $TSLA faces revenue and EPS declines but guidance will be key. In contrast $MSFT $META $AAPL $GOOGL and $AMZN show solid growth in both metrics reflecting tech resilience. $NVDA steals the show with explosive gains"
X Link 2026-01-24T20:27Z [---] followers, [---] engagements
"@trevorbobyk In Austin"
X Link 2026-01-25T15:05Z [---] followers, [----] engagements
"$HIMS should start to run. We are now at [----] stock price. $HIMS The company has guided for [----] revenue of $6.5 billion. π― The market cap of $HIMS today is $6.74 billion. π€― I wouldn't get too bearish on Hims down here. The damage has already been done this is setting up for a great run as we move into 2026-2027. https://t.co/cCsISxtn9I $HIMS The company has guided for [----] revenue of $6.5 billion. π― The market cap of $HIMS today is $6.74 billion. π€― I wouldn't get too bearish on Hims down here. The damage has already been done this is setting up for a great run as we move into 2026-2027."
X Link 2026-01-26T16:17Z [---] followers, [---] engagements
"I have added three positions that I have been covering for the last few weeks: [--]. Copper miners USD ETF: a mix of the [--] biggest copper producers. [--]. $MU: forward P/E of [--] looks good to me. [--]. $SRXH: $4M market cap company supported by Eric Jackson; they recently invested in $OPEN. Very speculative. https://twitter.com/i/web/status/2015859342189482183 https://twitter.com/i/web/status/2015859342189482183"
X Link 2026-01-26T18:48Z [---] followers, [---] engagements
"@AlphaMoat I think after silver copper will rise. It's very hard to build a cooper mine it takes [--] years on average. Cooper is needed everywhere data center electric wiring etc"
X Link 2026-01-26T19:16Z [---] followers, [--] engagements
"$LMND now has about $1B in in-force premiums for [----]. The total U.S. net premiums have a TAM of $933B. Thus in the U.S. alone $LMND holds a tiny 0.1% market share. Even after growing tenfold $LMND would have only 1% market share. On top of that there are the European and Canadian insurance markets where Lemonade is a niche player. So I definitely see lots of potential in the coming years if they execute well. I have no worries about bankruptcy. If they survived the 2022-2024 bear market there is no way they can go belly up in times of lower interest rates and AI advancements. Add the"
X Link 2025-12-14T12:43Z [---] followers, [---] engagements
"$LMND now has about $1B in in-force premiums for [----]. The total U.S. net premiums have a TAM of $933B. Thus in the U.S. alone $LMND holds a tiny 0.1% market share. Even after growing tenfold $LMND would have only 1% market share. On top of that there are the European and Canadian insurance markets where Lemonade is a niche player. So I definitely see lots of potential in the coming years if they execute well. I have no worries about bankruptcy. If they survived the 2022-2024 bear market there is no way they can go belly up in times of lower interest rates and AI advancements. Add the"
X Link 2025-12-14T12:44Z [---] followers, [--] engagements
"Finally something is moving at $DFDV. I'm holding the bag. Now -65% π
"
X Link 2025-12-22T14:42Z [---] followers, [----] engagements
"No innovation equals stagnation. $APPL has not delivered any breakthrough technology since the Apple Watch. It is hard to see them outperforming in AI robotics or new product development. The stock price is propelled by never-ending stock buybacks which will not last forever. For the first time in history Nvidias data center revenue surpassed Apples iPhone revenue in the quarter. $NVDA $AAPL https://t.co/G81zYynPPX For the first time in history Nvidias data center revenue surpassed Apples iPhone revenue in the quarter. $NVDA $AAPL https://t.co/G81zYynPPX"
X Link 2026-01-21T06:42Z [---] followers, [----] engagements
"@FundasyInvestor I also think $LMND $ROOT because of the more diversified insurance options"
X Link 2026-01-24T04:30Z [---] followers, [---] engagements
"Wow this is big for $TSLA Semi. Construction of Tesla Semi Chargers will begin in the first half of [----] at select Pilot travel centers planned across California Georgia Nevada New Mexico and Texas. Pilot travel centers equipped with Tesla Semi Chargers will host four to eight charging stalls and will leverage Teslas V4 cabinet charging technology delivering up to [---] megawatts of power at each stall. β‘ https://twitter.com/i/web/status/2016189653406433379 https://twitter.com/i/web/status/2016189653406433379"
X Link 2026-01-27T16:40Z [---] followers, [---] engagements
"These are crazy numbers for Anthropic. This clearly shows that enterprise LLMs can command much higher prices than private customers are willing to pay. Custom automation by introducing enterprise-tailored AI agents is the best way to improve customer service and save money. *ANTHROPIC RAISES [----] REVENUE FORECAST BY +20% EXPECTS $55 BILLION IN SALES THIS YEAR AND NEARLY $150 BILLION IN ANNUAL SALES BY [----] *ANTHROPIC RAISES [----] REVENUE FORECAST BY +20% EXPECTS $55 BILLION IN SALES THIS YEAR AND NEARLY $150 BILLION IN ANNUAL SALES BY 2029"
X Link 2026-01-28T06:52Z [---] followers, [---] engagements
"$HIMS: tik tok shorts π©³ π¨ BREAKING: $HIMS SHORT INTEREST SPIKES TO 72M+ - 2ND HIGHEST LEVEL OF ALL-TIME - 41% SHORT INTEREST π³ - [----] DAYS TO COVER - DATA AS OF JAN [--] π€―π€―π€― https://t.co/nsuzQCGell π¨ BREAKING: $HIMS SHORT INTEREST SPIKES TO 72M+ - 2ND HIGHEST LEVEL OF ALL-TIME - 41% SHORT INTEREST π³ - [----] DAYS TO COVER - DATA AS OF JAN [--] π€―π€―π€― https://t.co/nsuzQCGell"
X Link 2026-01-28T06:53Z [---] followers, [---] engagements
"$HIMS is looking into expanding into telehealth services in Canada. One stop shop for healthcare in the making. π¨ BREAKING: $HIMS IS BUILDING OUT ITS CLINICAL PROVIDER NETWORK IN CANADA https://t.co/780cCESSZE π¨ BREAKING: $HIMS IS BUILDING OUT ITS CLINICAL PROVIDER NETWORK IN CANADA https://t.co/780cCESSZE"
X Link 2026-01-28T14:17Z [---] followers, [---] engagements
"$TSLA earnings look like a small beat to me. They added two vital metrics for understanding their pivot to AI: - number of active FSD subscriptions - robotaxi rollout plan Moreover they invested $2B in xAI. BREAKING: @Tesla has just released its Q4 earnings results. Highlights: EPS (non-GAAP): $0.50 vs. $0.44 est EPA (GAAP): $0.24 Revenue: $24.9B vs. $24.5B est Net income (GAAP): $840M https://t.co/sn2zuDiyLP BREAKING: @Tesla has just released its Q4 earnings results. Highlights: EPS (non-GAAP): $0.50 vs. $0.44 est EPA (GAAP): $0.24 Revenue: $24.9B vs. $24.5B est Net income (GAAP): $840M"
X Link 2026-01-29T05:15Z [---] followers, [---] engagements
"$TSLA xAI and SpaceX will have a combined market cap of roughly over $4 trillion and will instantly become the biggest company on Earth. $TSLA BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI bro Musk has also discussed using SpaceXs Starship rockets to carry Teslas Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceXs data centers https://t.co/LMEefbI4f4 $TSLA BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI bro Musk has also discussed using SpaceXs Starship rockets to carry Teslas Optimus robots to the moon as"
X Link 2026-01-30T06:25Z [---] followers, [---] engagements
"Today I have been adding to the following positions in very small amounts: $ONDS: in case of an Iran war $PLTR: in case of an Iran war and enterprise AI hype $HOOD: 2k accounts for young Americans in talks. $MSTR: it has to bounce one day. I expect volatility to stay with us for longer. https://twitter.com/i/web/status/2017249217933099356 https://twitter.com/i/web/status/2017249217933099356"
X Link 2026-01-30T14:51Z [---] followers, [--] engagements
"Today I have been adding to the following positions in very small amounts: $ONDS: in case of an Iran war. $PLTR: in case of an Iran war and enterprise AI hype. $HOOD: 2k accounts for young Americans in talks. $MSTR: it has to bounce one day. I expect volatility to stay with us for longer. https://twitter.com/i/web/status/2017249422883590285 https://twitter.com/i/web/status/2017249422883590285"
X Link 2026-01-30T14:51Z [---] followers, [---] engagements
"For now I can see three horsemen leading the LLM race: - Enterprise AI: Anthropic - Consumer AI: Grok & $GOOGL Gemini OpenAI will drop out of the race. π¨π¨π¨BREAKING: NVIDIA-OPENAI $100B DEAL COLLAPSES Jensen said the $100 billion agreement was nonbinding and not finalized π He privately criticized @samas lack of discipline in OpenAIs business model lol He expressed worry OpenAI is getting MOGGED by Google and Anthropic https://t.co/J4wQ4zECc5 π¨π¨π¨BREAKING: NVIDIA-OPENAI $100B DEAL COLLAPSES Jensen said the $100 billion agreement was nonbinding and not finalized π He privately criticized"
X Link 2026-01-31T09:34Z [---] followers, [---] engagements
"I think it's not an easy path for $DFDV but I hope the bottom is in. Institutional interest in $SOL is rising MSCI exclusion is off the table and volume for $DFDV is increasing. I'm still down 50% but bullish again. π [----] was just the beginning. πΈ $380M raised 2.2M $SOL purchased πΈ Breakthrough capital markets innovation πΈ First-of-its-kind corporate onchain initiatives πΈ Record +853% stock return πΈ & much more Here's what we achieved + where we're headed. π https://t.co/Qj6uX7KDgt [----] was just the beginning. πΈ $380M raised 2.2M $SOL purchased πΈ Breakthrough capital markets"
X Link 2026-01-07T17:10Z [---] followers, [---] engagements
"If you're looking for short squeeze candidates only [--] of these stocks have a positive PE ratio: $HIMS 59x (healthcare platform) $LEU 51x (nuclear energy strength) $CRK 92x (natural gas earnings) $SEZL 21x (fintech BNPL growth) The rest are negative. The top [--] largest companies with at least 25% short interest (according to Finviz): A lot of these are Fintwit/Retail faves. https://t.co/foX7dH2jrs The top [--] largest companies with at least 25% short interest (according to Finviz): A lot of these are Fintwit/Retail faves. https://t.co/foX7dH2jrs"
X Link 2026-01-17T10:28Z [---] followers, [---] engagements
"The number of $TSLA Robotaxi cars in Austin doubled this month to [--] They are slowly catching up with $GOOGL's Waymo which has roughly [---] cars. The $TSLA Robotaxi fleet is growing by the HOUR it seems. π³ https://t.co/3SrtNiPYL6 The $TSLA Robotaxi fleet is growing by the HOUR it seems. π³ https://t.co/3SrtNiPYL6"
X Link 2026-01-25T06:33Z [---] followers, 58.8K engagements
"$ZM never stops fascinating me. While its core business has been stagnant for months its early investments in Anthropic $CRWV and Perplexity are starting to be worth a lot. $MSTR's version of AI I need to look deeper into it. $ZM Running cause investors realize they're early investors in Anthropic. Wait till they realize they're also early in Coreweave and Perplexity - as well as many others. Eric Yuan and his team see the roadmap for AI and they're capitalizing on it. https://t.co/J1fjSbuNYS $ZM Running cause investors realize they're early investors in Anthropic. Wait till they realize"
X Link 2026-01-27T06:55Z [---] followers, [---] engagements
"$SRXH is a pure speculative play for me. But it seems doing fine. $SRXH hit a high of .1696 in the overnight just a bit ago. Wild. Probably means nothing. Good night. https://t.co/ZSUoMjOA5V $SRXH hit a high of .1696 in the overnight just a bit ago. Wild. Probably means nothing. Good night. https://t.co/ZSUoMjOA5V"
X Link 2026-01-29T07:37Z [---] followers, [---] engagements
"$MTPLF has $137M to buy $BTC. π JUST IN: Metaplanet to raise $137 million to buy more Bitcoin. https://t.co/hgAT06pwif JUST IN: Metaplanet to raise $137 million to buy more Bitcoin. https://t.co/hgAT06pwif"
X Link 2026-01-29T16:19Z [---] followers, [---] engagements
"$HOOD: Very good news as Robinhood will become the default trading platform for the young American citizens. The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children. https://t.co/x6YEoaRNmf The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children. https://t.co/x6YEoaRNmf"
X Link 2026-01-30T06:19Z [---] followers, [---] engagements
"$SWC: Today is its first day on the London Stock Exchange. Quite a feat half a year after the IPO. Next stop: FTSE [---]. RNS Announcement: First Day of Dealings The Smarter Web Company is pleased to announce that the admission of its entire share capital being [---------] ordinary shares of [-----] each to the Equity Shares (Commercial Companies) category of the UK Financial Conduct Authoritys RNS Announcement: First Day of Dealings The Smarter Web Company is pleased to announce that the admission of its entire share capital being [---------] ordinary shares of [-----] each to the Equity Shares"
X Link 2026-02-03T07:16Z [---] followers, [---] engagements
"$BTC and crypto should get some relief after the end of the government shutdown. I think we are almost there. Longs have been flushed. It is time to go back up. I know it is not easy but trust me $BTC always comes back higher"
X Link 2026-02-03T19:38Z [---] followers, [--] engagements
"$GOOGL is so strong. π $GOOGL crushes Q4 https://t.co/hSNHIIAVnl $GOOGL crushes Q4 https://t.co/hSNHIIAVnl"
X Link 2026-02-05T05:38Z [---] followers, [---] engagements
"Someone has restricted $X stock ticker symbol previously used by US Steel. π BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon. BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon"
X Link 2026-02-05T07:59Z [---] followers, [---] engagements
"Bullish for $HIMS and $NVO. Stock +14% in pre-market. π π¨ BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH π€―π€―π€― https://t.co/jMTHdJJP0l π¨ BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH π€―π€―π€― https://t.co/jMTHdJJP0l"
X Link 2026-02-05T14:10Z [---] followers, [---] engagements
"RT @StockMKTNewz: Robinhood $HOOD announced today it's launching stocks & shares ISAs (individual savings accounts) for Robinhood UK cus"
X Link 2026-02-06T05:26Z [---] followers, [--] engagements
"$MSTR: One more dip buyer. This time Danske Bank. JUST IN: Denmark's largest bank Danske Bank just disclosed they bought [-----] more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of [------] shares ($17.6 million). https://t.co/SkCH5GPj5A JUST IN: Denmark's largest bank Danske Bank just disclosed they bought [-----] more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of [------] shares ($17.6 million). https://t.co/SkCH5GPj5A"
X Link 2026-02-04T12:08Z [---] followers, [---] engagements
"Ondas Holdings Inc. (NASDAQ: ONDS) a leader in autonomous aerial and ground robot intelligence as well as private wireless solutions has been on an aggressive acquisition spree particularly in http://x.com/i/article/2012449692106321920 http://x.com/i/article/2012449692106321920"
X Link 2026-01-17T09:15Z [---] followers, [----] engagements
"Here are the mNAVs for my favorite $BTC DAT plays: $MSTR (MicroStrategy): 1.06x $MTPLF (Metaplanet): 1.51x $TSWCF (Smarter Web Company): 0.8x Metaplanet can now start tapping its ATM (mNAV1) while SWC will start doing so soon. ATM means more money to buy $BTC which will in turn bring much more hype to these stocks. Bitcoin hasn't even done anything yet and we are already seeing mNAV expansion across the board. Just wait until we get a real high velocity move to the upside and I wouldn't be surprised to see mNAVs going back to 3-5. The speculators will return. This is not priced in. Bitcoin"
X Link 2026-01-14T13:54Z [---] followers, [---] engagements
"AI Training = $NVDA AI Inference = $AMD Both will prosper if this prediction holds true. AI is still very early innings AI inference workloads projected to 5x by [----]. Our portfolio is positioned to capitalise on this massive opportunity. https://t.co/FD4a3qFWom AI is still very early innings AI inference workloads projected to 5x by [----]. Our portfolio is positioned to capitalise on this massive opportunity. https://t.co/FD4a3qFWom"
X Link 2026-01-24T05:45Z [---] followers, [---] engagements
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