# ![@dagoonglove Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1788394491013173249.png) @dagoonglove Jeon

Jeon posts on X about ai, $fig, $cohr, $avbp the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1788394491013173249/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1788394491013173249/c:line/m:interactions.svg)

- [--] Week [------] -76%
- [--] Month [-------] -18%
- [--] Months [---------] -62%
- [--] Year [----------] +1,215%

### Mentions: [--] [#](/creator/twitter::1788394491013173249/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1788394491013173249/c:line/m:posts_active.svg)

- [--] Month [--] +313%
- [--] Months [--] -56%
- [--] Year [---] +1,418%

### Followers: [-----] [#](/creator/twitter::1788394491013173249/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1788394491013173249/c:line/m:followers.svg)

- [--] Week [-----] +22%
- [--] Month [-----] +37%
- [--] Months [-----] +65%
- [--] Year [-----] +628%

### CreatorRank: [---------] [#](/creator/twitter::1788394491013173249/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1788394491013173249/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  54.21% [finance](/list/finance)  14.02% [cryptocurrencies](/list/cryptocurrencies)  10.28% [technology brands](/list/technology-brands)  6.54% [countries](/list/countries)  3.74% [automotive brands](/list/automotive-brands)  2.8% [exchanges](/list/exchanges)  1.87% [financial services](/list/financial-services)  0.93% [currencies](/list/currencies)  0.93% [celebrities](/list/celebrities)  0.93%

**Social topic influence**
[ai](/topic/ai) 27.1%, [$fig](/topic/$fig) 25.23%, [$cohr](/topic/$cohr) #41, [$avbp](/topic/$avbp) #3, [$lite](/topic/$lite) 7.48%, [$bmnr](/topic/$bmnr) 6.54%, [$be](/topic/$be) 5.61%, [gpu](/topic/gpu) 5.61%, [$eth](/topic/$eth) 5.61%, [strong](/topic/strong) 3.74%

**Top accounts mentioned or mentioned by**
[@dudebiotech](/creator/undefined) [@drmusician1](/creator/undefined) [@figma](/creator/undefined) [@figmas](/creator/undefined) [@elonmusk](/creator/undefined) [@markminervini](/creator/undefined) [@npjoahodl](/creator/undefined) [@karpathy](/creator/undefined) [@bsngln38133](/creator/undefined) [@huangzi51625901](/creator/undefined)

**Top assets mentioned**
[Figma, Inc. (FIG)](/topic/$fig) [Coherent Inc (COHR)](/topic/$cohr) [ArriVent BioPharma, Inc.  (AVBP)](/topic/$avbp) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Bloom Energy Corporation (BE)](/topic/$be) [Ethereum (ETH)](/topic/$eth) [Micron Technology, Inc. (MU)](/topic/$mu) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Sandisk Corporation (SNDK)](/topic/$sndk) [Tesla, Inc. (TSLA)](/topic/$tsla) [Redwire Corporation (RDW)](/topic/$rdw) [Bitcoin (BTC)](/topic/$btc) [SiTime Corporation Common Stock (SITM)](/topic/$sitm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lam Research Corporation (LRCX)](/topic/$lrcx) [BlackRock Inc (BLK)](/topic/blackrock) [Ionis Pharmaceuticals, Inc. Common Stock (IONS)](/topic/$ions) [Entegris, Inc. (ENTG)](/topic/$entg) [SBET (SBET)](/topic/$sbet)
### Top Social Posts
Top posts by engagements in the last [--] hours

"1/ ArriVent BioPharma $AVBP: The biotech to watch in [----] A lung cancer drug validated in China with global approval D Day approaching 2/ Introduction Biotech investing is hard. Complex terms long trial timelines and uncertainty about whether it will work. But sometimes you find an opportunity where the risk reward is unusually clear. 3/ ArriVent BioPharma is one of those opportunities. In early [----] a single clinical readout will determine the companys fate. If it works the market cap can move [--] to 5x. If it fails it can get cut in half. The win probability may be higher than most people"  
[X Link](https://x.com/dagoonglove/status/2016328045607714853)  2026-01-28T01:50Z [----] followers, [----] engagements


"JEON [--]  $MU $SNDK $LITE $COHR $SITM $TSLA SK https://twitter.com/i/web/status/2021809845557768476 https://twitter.com/i/web/status/2021809845557768476"  
[X Link](https://x.com/anyuser/status/2021809845557768476)  2026-02-12T04:53Z [----] followers, [----] engagements


"January [----] Portfolio Company : Allocation Tesla $TSLA : 35% Samsung Electronics $005930 : 15% SK Hynix $000660 : 15% Lumentum $LITE : 12% Coherent $COHR : 8% Micron $MU : 5% Google $GOOGL : 3% ArriVent BioPharma $AVBP : 3% SOXL $SOXL : 2% Lam Research $LRCX : 1.5% Tomocube $475430 : 0.5% https://twitter.com/i/web/status/2017419234821980559 https://twitter.com/i/web/status/2017419234821980559"  
[X Link](https://x.com/dagoonglove/status/2017419234821980559)  2026-01-31T02:06Z [----] followers, [---] engagements


"FY26 2Q $cohr    .        .  book to bill [--]     . [----]   [----]   .  [----] [--]    LTA    .     .    .    [--] InP   . [--] [--]  [--]    .     committed supply .     .   . [--] GAAP 39%       . 1.6T 800G ASP       .     .   . CPO   [----]  [----]    . OCS engagement [--]      .  OCS TAM [--]  .  .     EPS CFO . [--]  [--]   [---]  .   .     .       . wafer start  [--]   .      .    . [--]  38.5% 40.5%  . CFO      .       . OCS     . TAM   [--]   . OCS    .  . Capex [--] [----]    . R&D  .      .          .     .           . $cohr $COHR Q2 FY26 [-----] . QoQ +6.6% YoY +17.5%. YTD +17.4% .  AI     .  GAAP  36.9% YoY +145bp . 10.9% YoY +137bp "  
[X Link](https://x.com/dagoonglove/status/2019220972348534785)  2026-02-05T01:26Z [----] followers, [---] engagements


"$COHR   [--]    [--]   .     . [--].     . AI      . [--] InP    .     .    . [--].   InP  .      . [--]       .    . [--].       .    . [--]    .   . [--]. CAPEX   [--] InP    .    .     . CAPEX    . [--].   800G 1.6T    .  .   . [--]   . [--].     CAPEX  .   .     .   . [--]       . AI     [--]    . $COHR     [--] .   $COHR     [--] .   $COHR"  
[X Link](https://x.com/dagoonglove/status/2019964933635813847)  2026-02-07T02:42Z [----] followers, [---] engagements


"$BE Bloom Energy through backlog not revenue. There is one number that matters more than near term sales. Total backlog: $20B Product backlog: $6B Up 2.5x YoY. Service backlog: $14B Every new product contract expands long term service revenue. FY26 revenue guidance is $3.1B to $3.3B. But product backlog alone already covers roughly two years of revenue. Why this backlog matters. [--]. AI power demand The biggest bottleneck in AI today is power. Memory comes next. Amazon plans about $200B of capex in [----]. Nearly double. Microsoft Google and Meta combined exceed $250B. You cannot build data"  
[X Link](https://x.com/dagoonglove/status/2020514606054281462)  2026-02-08T15:06Z [----] followers, [----] engagements


". 1/ BlackRock ETF EWY [----] . [--] . . . 2/ Micron .  .   AI    . 3/ EWY  Samsung Electronics SK Hynix HBM. DRAM. NAND. AI   . 4/  . GPU .  .   .  .   . 5/  AI  HBM  DRAM       .   AI  GPU  .  .   . SK https://www.bloomberg.com/news/articles/2026-02-12/traders-pour-record-cash-into-blackrock-fund-buying-south-korea https://www.bloomberg.com/news/articles/2026-02-12/traders-pour-record-cash-into-blackrock-fund-buying-south-korea"  
[X Link](https://x.com/dagoonglove/status/2022119677250748556)  2026-02-13T01:24Z [----] followers, [---] engagements


"**1/** 🧬 ArriVent Biopharma $AVBP is set to release FURVENT Phase [--] topline results in Q1 [----]. Can Firmonertinib become the new standard of care for EGFR Exon20 insertion mutations I analyzed historical clinical data to forecast mPFS. 🧵 Thread --- **2/** 📊 First let's review the prior clinical results. FAVOUR (Exon20): DOR [----] months ORR 78.6% FURTHER (PACC): mPFS [----] months FURLONG (common mutations): mPFS [----] months HR [----] Notably FAVOUR achieved DCR 100%. Not a single patient had immediate disease progression. --- **3/** 🎯 Why does DCR 100% matter Typically mPFS is equal to or"  
[X Link](https://x.com/dagoonglove/status/2015319782481101163)  2026-01-25T07:04Z [----] followers, [---] engagements


"$AVBP 1/ EGFR-mutant NSCLC therapy landscape in the US simplified. 2/ Pricing anchors. Tagrisso (oral once daily) sits around $210k per year and defines the upper bound for EGFR TKIs. Rybrevant (IV) annualizes to roughly $155k$175k despite infusion burden. 3/ Where Firmonertinib fits. Firmonertinib is an oral once-daily EGFR inhibitor in Phase [--] developed by ArriVent BioPharma ex-China. Expected US pricing is $150k$180k assuming parity or a modest discount to incumbents. 4/ Patient pool structure (ex-China). EGFR PACC mutations are estimated at 42k patients annually. EGFR Exon20ins is rarer"  
[X Link](https://x.com/dagoonglove/status/2016155145743302786)  2026-01-27T14:23Z [----] followers, [---] engagements


"1/ Why hold Redwire $RDW. This is not about short term price action. It is about where Redwire sits inside the space industry and whether it deserves a place as a long term holding. Bottom line first. Redwire is not a comfortable stock today. But in a future defined by space infrastructure it is hard to ignore. 2/ What Redwire actually sells. Redwire is not a launch company. It does not operate satellites as a service. Its identity is clear. It builds the infrastructure of space. Deployable solar arrays. Space structures. Docking systems. Critical satellite components. In space manufacturing"  
[X Link](https://x.com/dagoonglove/status/2016161849188970927)  2026-01-27T14:50Z [----] followers, [---] engagements


"1/ What Starship commercialization really means for Redwire $RDW. This is not just about cheaper launches. Starship changes the economic structure of the space industry itself. And that shift matters more for space infrastructure companies than for rocket companies. 2/ The core of Starship is not reusability. The real breakthrough is payload scale. Legacy rockets move payloads in the single digit ton range with extreme size and shape constraints. Starship moves tens to potentially over [---] tons with far fewer volume constraints. This changes what can be put into orbit. 3/ When transport"  
[X Link](https://x.com/dagoonglove/status/2016161982488182848)  2026-01-27T14:50Z [----] followers, [---] engagements


". 1/ ArriVent BioPharma $AVBP : [----]      D Day 2/  .      .     . 3/ ArriVent BioPharma . [--]     .  [--] [--]  .  . 4/   . 5/ : [--]  : ArriVent BioPharma : NASDAQ AVBP : 900M ( 1.3) : 305M  : Firmonertinib()  : [--] [--]  6/ ArriVent Allist Pharmaceuticals  Firmonertinib   . 7/ .    [--]  . ArriVent   . [--]  . 8/  .   (Tagrisso) . : AstraZeneca : [--] ( 10) EGFR   9/  . ArriVent   .    . 10/  EGFR :  . ArriVent  Exon20ins:  . [--]  PACC:  . [--]  11/        . 12/ Exon20ins PACC EGFR   .      .   . 13/    .     . 14/  (Ex19del L858R):  .  85% Exon20ins:  .  [--] 5% PACC:  .  12.5% 15/ Exon20ins PACC   . ArriVent"  
[X Link](https://x.com/dagoonglove/status/2016326791259214071)  2026-01-28T01:45Z [----] followers, [---] engagements


"Even with only a [--] percent chance of being right if you make [--] when you win and lose [--] when you are wrong that strategy is excellent.🤭 $AVBP This is not investment advice. Facts are based on public disclosures; interpretations reflect my analysis. 1/ ArriVent BioPharma $AVBP: The biotech to watch in [----] A lung cancer drug validated in China with global approval D Day approaching 2/ Introduction Biotech investing is hard. Complex terms long trial timelines and uncertainty about whether it will work. But sometimes 1/ ArriVent BioPharma $AVBP: The biotech to watch in [----] A lung cancer drug"  
[X Link](https://x.com/dagoonglove/status/2017390741518266575)  2026-01-31T00:13Z [----] followers, [---] engagements


"Lumentum $Lite FY2026 Q2 highlights Lumentum posted Q2 FY2026 revenue of $665.5M up 65.5% YoY with strong operating leverage. Non-GAAP operating margin expanded to 25.2% up 1730bps YoY showing scale effects kicking in. Components made up 66.7% of revenue while Systems grew faster QoQ as AI demand ramps. OCS backlog exceeded $400M and CPO secured an incremental multi-hundred-million-dollar order for 1H [----] delivery. Q3 guidance implies continued acceleration with revenue of $780830M and non-GAAP op margin of 3031%. https://twitter.com/i/web/status/2018794363623784581"  
[X Link](https://x.com/dagoonglove/status/2018794363623784581)  2026-02-03T21:10Z [----] followers, [---] engagements


"$LITE [----] [--] [-----]   [----] . Non GAAP  [----]   1730bp .   [----] [----]    . OCS [--]  CPO [----]     .   [--] [--] Non GAAP [--] [--] .  😂 Lumentum $LITE AI     [--].  GPU( )    () . Lumentum    .  https://t.co/p7VItJIn7V  😂 Lumentum $LITE AI     [--].  GPU( )    () . Lumentum    .  https://t.co/p7VItJIn7V"  
[X Link](https://x.com/dagoonglove/status/2018794538073252286)  2026-02-03T21:11Z [----] followers, [---] engagements


"Lumentum $LITE Q2 FY26 earnings call Supply tightness capacity expansion and pricing power Supply shortage EML demand exceeds supply by 2530% Even after a 20% near-term capacity increase shortages persist Management stated demand is growing faster than new capacity making supply effectively tighter EMLs high-power CPO lasers and InP wafers are essentially sold out The issue is structural production and shipment constraints not demand volatility Capacity expansion Over half of the planned 40% InP fab expansion was pulled forward into this quarter Expansion led by the Sagamihara (Japan) fab"  
[X Link](https://x.com/dagoonglove/status/2018862418450059528)  2026-02-04T01:41Z [----] followers, [---] engagements


"Lumentum $LITE Q2 FY26       EML   2530%    20%           EML (CPO) InP  sold out          InP   40%              [----]   (line of sight)           (CM)         [--]  [--]         CFO GAAP  40%   200G   ASP   5%   10%  (LTA)                 LTA     . $LITE [----] [--] [-----]   [----] . Non GAAP  [----]   1730bp .   [----] [----]    . OCS $LITE [----] [--] [-----]   [----] . Non GAAP  [----]   1730bp .   [----] [----]    . OCS"  
[X Link](https://x.com/dagoonglove/status/2018863390622720358)  2026-02-04T01:45Z [----] followers, [---] engagements


"It steadily rises regardless of market fluctuations.📈 $ions Ionis sHTG  [---] $IONS [--]. Ionis sHTG  "" "" [--]    85% - FDA  [----]  [--].  sHTG( )  . Ionis sHTG  [---] $IONS [--]. Ionis sHTG  "" "" [--]    85% - FDA  [----]  [--].  sHTG( )  "  
[X Link](https://x.com/dagoonglove/status/2019059009978798476)  2026-02-04T14:42Z [---] followers, [---] engagements


"Coherent FY26 Q2 takeaways $COHR Positives This call was about demand quality not just growth. Management said demand visibility is the strongest theyve ever seen. Data center book-to-bill exceeded 4x. Most of calendar [----] capacity is already booked [----] is filling fast and some customers are providing [--] year forecasts into [----] via LTAs. This is not cyclical demand its structural. Supply tightness actually works in Coherents favor. Indium phosphide is the industry bottleneck and Coherent is one of the only players ramping 6-inch InP internally. Management quantified it clearly: more than"  
[X Link](https://x.com/dagoonglove/status/2019221224610754667)  2026-02-05T01:27Z [----] followers, [---] engagements


"$COHR valuation check (stock at $205) Assumptions FY26 Q3 non-GAAP EPS midpoint: $1.38 Last QoQ EPS growth: +11% (FY26 Q1 $1.16 Q2 $1.29) Scenario 1: 0% QoQ growth Q4 EPS: $1.38 Annualized EPS: $5.52 Annualized PER: 37x Scenario 2: Maintain last QoQ growth (+11%) Q4 EPS: $1.53 Annualized EPS: $6.13 Annualized PER: 33.5x So at $205 $COHR trades at 37x run-rate earnings and drops into the low-30s PER range even with conservative QoQ growth. The real question is: how cheap does it get next year if growth continues This is not investment advice. Facts are based on public disclosures;"  
[X Link](https://x.com/dagoonglove/status/2019223761501975010)  2026-02-05T01:37Z [----] followers, [---] engagements


"Bloom Energy $BE [--]  [--] [--] [-----].  37%  Non GAAP 30.3%. 30% Non GAAP [----] [----]. [--]   [--].  [---] [----] [--] [----].  36% Non GAAP [----] [----]    800V DC [--]  [----] Non GAAP 4.254.75 Non GAAP EPS 1.331.48  +   AI        . 30%          . [--]           . [--]   50%   [--]   .    . Bloom Energy        . $BE ✅ Bloom Energy  📌  - :   - :    - : +AI   - :  (6065%) OracleIntel  [--] $BE ✅ Bloom Energy  📌  - :   - :    - : +AI   - :  (6065%) OracleIntel  1"  
[X Link](https://x.com/dagoonglove/status/2019578044944642488)  2026-02-06T01:05Z [----] followers, [---] engagements


".   . 📈🚀👀 $COHR"  
[X Link](https://x.com/dagoonglove/status/2019781952950182218)  2026-02-06T14:35Z [----] followers, [---] engagements


"Recent selloffs in software stocks have been sharp. Some of these companies like Palantir delivered undeniable earnings surprises. So its natural to ask: If fundamentals are this strong why is the stock falling What many people miss is simple. A stock price is EPS multiplied by the valuation multiple. Even if EPS stays the same the stock can be cut in half or double depending on the multiple the market assigns. Think back to the SaaS era when many software companies traded at [--] to 50x earnings. Today with AI agents reshaping cost structures competition and long-term monetization the market"  
[X Link](https://x.com/dagoonglove/status/2019826493652865430)  2026-02-06T17:32Z [----] followers, [---] engagements


"$COHR When optical demand explodes how 6-inch InP changes Coherent I do not view Coherents 6-inch transition as simple capacity expansion. What matters is what this decision does in a demand surge environment. 1/ Cost structure shows up first When AI data center demand accelerates cost structure diverges before revenue does. Moving to 6-inch InP structurally lowers cost per laser. As volumes scale that cost gap converts directly into profit leverage. Same unit growth completely different earnings trajectory. 2/ Bottlenecks turn into advantage InP is already a bottleneck asset. In a demand"  
[X Link](https://x.com/dagoonglove/status/2019965810878652474)  2026-02-07T02:45Z [----] followers, [---] engagements


"$LITE $COHR"  
[X Link](https://x.com/dagoonglove/status/2020155958736175247)  2026-02-07T15:21Z [----] followers, [---] engagements


"2627  . [--]   +    . $LITE $COHR $MU $SNDK https://t.co/APa4MsMo4v https://t.co/APa4MsMo4v"  
[X Link](https://x.com/dagoonglove/status/2020426450286067917)  2026-02-08T09:16Z [----] followers, [---] engagements


"$BE ()   .  $20B [--]  $6B  [---]  $14B    [--]  $3.1B$3.3B   $6B [--]  .   . 1/ AI  AI   . ( ) [--] $200B [--] .   $250B .   .   .  [--] . CEO    . 2/    . [--]   [--] [--]    135%  [--] [--]  .  .  80%   .    . 3/   $14B  .   .   100% .  [--]  [--]  20%   .    .    . 4/  [--] $777.7M  $645M  20% [--] EPS $0.45 $0.30 50%  $2.0B  37% [--]   $2.5B [--]  $3.1B$3.3B  50%  $425M$475M  [--]   . 5/     . FPER [--] [--] $15 [--]   . $20B   AI      $BE This is not investment advice. Facts are based on public disclosures; interpretations reflect my analysis. $BE ✅ Bloom Energy  📌  - :   - :    - : +AI   - :  (6065%) OracleIntel  [--] $BE ✅ Bloom Energy  📌  - :"  
[X Link](https://x.com/dagoonglove/status/2020488791371424225)  2026-02-08T13:24Z [----] followers, [---] engagements


"ChatGPT . Claude Code  .     SaaS.  UI     .     .  AI  AI "  
[X Link](https://x.com/dagoonglove/status/2020675788371345490)  2026-02-09T01:47Z [----] followers, [---] engagements


"MPWR  1/ $MPWR Q4 [----]  AI    GPU     $2.8B (+26.4%) [--]  Q1  5.7%   2/ Q4  $751.2M (+20.8% YoY)  Non GAAP EPS $4.79 28% ($2.00/) [--] 72%  Q1 [----] $770M$790M $738M  3/   CEO 3040% " 50%" . "Maybe I can increase that to a floor of 50% growth. I thought that we can do a lot more than that" 50%     4/ :  "We won many design wins across the board not from one company"  [--]           [--]  5/ . Q4 Book to Bill [--]  () Q2 [----] CFO: "    .   "       6/  [--]  1: 3A/mm    :   [--]  :    $4B+ :    : AI   [--]  [--] :   7/   [----]  2%  +26%  +40%  +43% YoY AI      8/  800V :  ( 2027+) : [--]  5% DDR5 : DDR4 DDR5  Vertical"  
[X Link](https://x.com/dagoonglove/status/2020703731759894982)  2026-02-09T03:38Z [----] followers, [---] engagements


"$MPWR The quiet bottleneck behind AI server power Body MPWR designs power management chips that precisely regulate electricity used by GPUs in AI servers. FY revenue reached $2.8B marking [--] consecutive years of growth. Q4 revenue came in at $751M the highest quarterly result in company history. Non GAAP EPS was $4.79 with a 28% dividend increase. Q1 [----] guidance was set at $770790M clearly above the $738M market expectation. The CEO raised enterprise data growth guidance from 3040% to a floor of 50% citing multiple design wins across several large customers rather than reliance on a single"  
[X Link](https://x.com/dagoonglove/status/2020731838227214654)  2026-02-09T05:29Z [----] followers, [---] engagements


"$MPWR     GPU CPU    .     .     . MPWR  $MPWR    .     .     .     . MPWR     .      .  .         .       . MPWR   . AI   GPU   . MPWR AI   .    .   .   CEO  MPWR    .     .   .     .     . MPWR     .     . $MPWR     .    . MPWR  1/ $MPWR Q4 [----]  AI    GPU     $2.8B (+26.4%) [--]  Q1  5.7%   2/ Q4  $751.2M (+20.8% YoY) https://t.co/hKwmRQiqHU MPWR  1/ $MPWR Q4 [----]  AI    GPU     $2.8B (+26.4%) [--]  Q1  5.7%   2/ Q4  $751.2M (+20.8% YoY) https://t.co/hKwmRQiqHU"  
[X Link](https://x.com/dagoonglove/status/2020736619977019617)  2026-02-09T05:48Z [----] followers, [---] engagements


"AI ' '  Coherent $COHR 1/    2/ AI GPU  GPU   (  ) 800G 1.6T     Coherent 3/ Q2 FY2026   $16.9 (YoY +17% ) Non-GAAP EPS $1.29 (YoY +35%)   $12 (YoY +33.6%)   72% . [--] 63% 4/  : Book-to-Bill [--]    [--]     [----] .  [----]  5/ :     InP()    Coherent  [--] InP ( )        6/ [--]   [--] () 60%   80% [---]  [--]   . Non-GAAP 19.9% YoY +147bp 7/   1.6T  ( ) OCS( ) [--]    CPO(Co-Packaged Optics  )   CHIPS Act $3300   8/  Forward P/E [--]   FCF()    YoY  ( ) AI        $COHR https://twitter.com/i/web/status/2020831248881729843 https://twitter.com/i/web/status/2020831248881729843"  
[X Link](https://x.com/dagoonglove/status/2020831248881729843)  2026-02-09T12:04Z [----] followers, [---] engagements


"The company that builds the optical heart of AI data centers. $COHR 1/ Investors are missing the real structural story behind AI data centers. 2/ AI data centers do not run on GPUs alone. GPUs must exchange massive amounts of data and that requires ultra high speed optical transceivers. Demand for 800G and 1.6T optics is exploding. Coherent sits at the center of this shift. 3/ Q2 FY2026 proves it. Revenue $1.69B up 17% YoY above expectations. Non GAAP EPS $1.29 up 35% YoY. Data center and telecom revenue reached $1.2B up 33.6% YoY now 72% of total revenue versus 63% a year ago. 4/ The most"  
[X Link](https://x.com/dagoonglove/status/2020877834701734005)  2026-02-09T15:09Z [----] followers, [---] engagements


"$ENTG [----] [--] &     .    . (ENTG) [--].           :  CMP() FOUP( ) : TSMC  SK hynix  (ENTG) [--].           :  CMP() FOUP( ) : TSMC  SK hynix"  
[X Link](https://x.com/dagoonglove/status/2021416874572157092)  2026-02-11T02:51Z [----] followers, [---] engagements


"3   .🫥 $AVBP   . 1/ ArriVent BioPharma $AVBP : [----]      D Day 2/  .      .   . 1/ ArriVent BioPharma $AVBP : [----]      D Day 2/  .      "  
[X Link](https://x.com/dagoonglove/status/2021596262047371650)  2026-02-11T14:44Z [----] followers, [---] engagements


"The clinical trial results are expected to be released within March.👀 $AVBP 1/ ArriVent BioPharma $AVBP: The biotech to watch in [----] A lung cancer drug validated in China with global approval D Day approaching 2/ Introduction Biotech investing is hard. Complex terms long trial timelines and uncertainty about whether it will work. But sometimes 1/ ArriVent BioPharma $AVBP: The biotech to watch in [----] A lung cancer drug validated in China with global approval D Day approaching 2/ Introduction Biotech investing is hard. Complex terms long trial timelines and uncertainty about whether it will"  
[X Link](https://x.com/dagoonglove/status/2021596781847482568)  2026-02-11T14:46Z [----] followers, [---] engagements


"@DudeBiotech Its from ArriVents official update. They guided Phase [--] topline data in early [----]. March is an estimate within that timeframe not a confirmed date"  
[X Link](https://x.com/dagoonglove/status/2021604707517767824)  2026-02-11T15:18Z [----] followers, [--] engagements


"GPU Count Cut from [--] to [--] SK hynix just revealed something that could reshape AI server architecture. 1/ The hidden bottleneck in AI inference The reason AI servers need so many GPUs isnt compute. Its memory. Every AI conversation relies on KV cache a temporary memory store that lives in HBM next to the GPU. As context windows expand HBM fills up fast. The result GPUs with idle compute cores get used as expensive memory warehouses. Massive inefficiency. 2/ SK hynixs answer: HBF In an IEEE paper SK hynix introduced the H3 architecture. The idea is simple. Dont rely on HBM alone. Attach HBF"  
[X Link](https://x.com/dagoonglove/status/2021911088913326442)  2026-02-12T11:35Z [----] followers, [---] engagements


"26 GDP  . 🔥🔥🔥   [----] GDP 7.71%  22.22%  . Taiwan hikes [----] economic growth forecast to 7.7% on AI demand Reuters https://www.reuters.com/world/asia-pacific/taiwan-revises-2026-economic-growth-forecast-higher-2026-02-13/ https://www.reuters.com/world/asia-pacific/taiwan-revises-2026-economic-growth-forecast-higher-2026-02-13/"  
[X Link](https://x.com/dagoonglove/status/2022262073938362687)  2026-02-13T10:50Z [----] followers, [---] engagements


"$FIG   :     (424B4 Prospectus)   S-1 (424B4 Prospectus) .  . https://www.sec.gov/search-filings https://www.sec.gov/search-filings"  
[X Link](https://x.com/anyuser/status/1942812276152754545)  2025-07-09T05:05Z [----] followers, [----] engagements


"👀     . Grok & Tesla [----]  😏 https://t.co/5q8SdvECNs     . Grok & Tesla [----]  😏 https://t.co/5q8SdvECNs"  
[X Link](https://x.com/anyuser/status/1944205871049060778)  2025-07-13T01:22Z [----] followers, [---] engagements


"$fig Figma  (2025 [--] [--] [--] 15)   X()  Figma   .  -   : " [--] Figma   .     .      ." (: "Been using Figma for the past [--] months and I get the hype. Its so easy to explore rough ideas and see if they actually make sense. Such a great way to test potential get quick validation and then move forward with building.") -  : "Figma ' ' .     ." (: "Figma has such a 'home-y' feeling. I spend all day in it and really enjoy it. Feels safe cozy good to come back to.") -  : "   . Figma .   .     ." (: "As a designer who wrestled with square-peg-round-hole tools like Photoshop. Figma was a breath of fresh"  
[X Link](https://x.com/anyuser/status/1944910376640110915)  2025-07-15T00:02Z [----] followers, [----] engagements


"🫡  $FIG     .    thesis .  $FIG     .    thesis "  
[X Link](https://x.com/anyuser/status/1946170413215891731)  2025-07-18T11:29Z [----] followers, [----] engagements


"$FIG AI     AI         .       .    . .      .      .          () .    .         .         .   .   .   $TSLA         . "   " "   " "  " "    "    .  $PLTR CEO             .  $MSTR CEO           .     .      .              .           .        '' .     .           .          .  Figma   . Figma CEO    . Figma     .     : "Interview with CEO of Figma Dylan Field by Blueprint - Medium" (2018): "Founder Story: Dylan Field of Figma - Frederick AI": "  CEO LG  - " (2024 7): Adobe    : "Figma Files $1.5 Billion IPO After 46% Revenue Growth - AInvest" (2025 [--] [--] ): "How Figma Closes the Gap Between"  
[X Link](https://x.com/anyuser/status/1947474528562778258)  2025-07-22T01:51Z [----] followers, [----] engagements


"$FIG [--]  CEO  . AI           https://www.youtube.com/watchv=4UE4e6b2qtA https://www.youtube.com/watchv=4UE4e6b2qtA"  
[X Link](https://x.com/anyuser/status/1947572098261733741)  2025-07-22T08:19Z [----] followers, [----] engagements


"2 ''   .     .       .  . [--]     (2025 [--] [--] [--] 15) ' (Elravie Re2O)' [----]    (hADM)  (ECM)   [--]     (2025 [--] [--] [--] 15) ' (Elravie Re2O)' [----]    (hADM)  (ECM)"  
[X Link](https://x.com/anyuser/status/1947838338721014217)  2025-07-23T01:57Z [----] followers, [----] engagements


"$FIG CEO   100% .      .   .       .   .          .     .        . 🙃 ======================================== (Figma)          .    .        .  FigJam         . (Dylan Field) (Thiel Fellowship)   [----] (Evan Wallace)  .      [----] [---]   .             .    .     '' .   . [--]      (arms race) .          .    (Design Thinking)      .       .   . [----] [--]   [----] [--]    (GA) [----] [--].   [----] .   .  .    . .  .        . COVID-19       .    .   .      .  [--] FigJam   .       . [--]        .  .      .    .   .          .   .         .        .   "  
[X Link](https://x.com/anyuser/status/1950011311980728393)  2025-07-29T01:51Z [----] followers, [----] engagements


"CEO  BM     . [--].  Figma [----] [--]  46%  [--] 39-41% [--]  . [--] [--] [--]         32-34% .      .   [--] [--]  . [--].     Full Seat  +33%        .   SaaS     [--]  .       . [--].  ( ) Figma Fortune [---] 95%     .             . [--].  CEO    AI         . [--]. (Valuation) Figma   $31  $19B . [----]  PSR() [--]  SaaS  . [--]     .    [--]     .  Figma                 . IPO      .            .  $30    .   .   "  
[X Link](https://x.com/anyuser/status/1950164541490548970)  2025-07-29T12:00Z [----] followers, [----] engagements


"vs  .  () .     .     .    NFT      ETH   =   ETH       "    .  "     .  ETH     . $ETH " "   ' '   ----------- [--].   - ' '  [--] [--] [--] (  ) -  ' '  ( " "   ' '   ----------- [--].   - ' '  [--] [--] [--] (  ) -  ' '  ("  
[X Link](https://x.com/anyuser/status/1953495122412499455)  2025-08-07T16:35Z [----] followers, [----] engagements


". "       ."     .     .       . Its not whether youre right or wrong thats important but how much money you make when youre right and how much you lose when youre wrong. -George Soros"  
[X Link](https://x.com/anyuser/status/1955065708305584385)  2025-08-12T00:36Z [----] followers, [---] engagements


"$ETH $BMNR 🚀 BREAKING: STANDARD CHARTERED BOOSTS ETHEREUM YEAR-END FORECAST TO $7500 PLUS THEIR [----] FORECAST SOARS TO $28000🤯🔥 HUGE UPGRADE FROM $4000 DRIVEN BY STRONG INDUSTRY ENGAGEMENT AND ETHEREUM TREASURY COMPANIES EMERGING $SBET $BMNR $ETH 🔥💰 SourceReuters https://t.co/7fiLBtUYrR 🚀 BREAKING: STANDARD CHARTERED BOOSTS ETHEREUM YEAR-END FORECAST TO $7500 PLUS THEIR [----] FORECAST SOARS TO $28000🤯🔥 HUGE UPGRADE FROM $4000 DRIVEN BY STRONG INDUSTRY ENGAGEMENT AND ETHEREUM TREASURY COMPANIES EMERGING $SBET $BMNR $ETH 🔥💰 SourceReuters https://t.co/7fiLBtUYrR"  
[X Link](https://x.com/anyuser/status/1955620409824727399)  2025-08-13T13:20Z [----] followers, [---] engagements


"$BE  [--] 300500%  : 2GW  [---]  +  OPM 25% [----] [---] [--] = [----]    $BE ✅ Bloom Energy  📌  - :   - :    - : +AI   - :  (6065%) OracleIntel  [--] $BE ✅ Bloom Energy  📌  - :   - :    - : +AI   - :  (6065%) OracleIntel  1"  
[X Link](https://x.com/anyuser/status/1956261022437925115)  2025-08-15T07:45Z [----] followers, [----] engagements


"👀                .   NAV                .   NAV"  
[X Link](https://x.com/anyuser/status/1956324246730228217)  2025-08-15T11:57Z [----] followers, [----] engagements


"AI   (OS) .       Ontology() . AI     . [--].   OS  Windows PC OS    OS  .       . AI   AI     . AI (Kitchen)  AI ()  . AI      .      [--]   . PER/PSR  OS    . $PLTR  .   : = (OS) AI   AI     . MS-DOS Windows  OS  . :  . $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance serving as the ultimate https://t.co/XGLRmO7rq8 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do"  
[X Link](https://x.com/anyuser/status/1957239634976727529)  2025-08-18T00:34Z [----] followers, [----] engagements


".     GPU Blackwell  CPU [--]   [--] Ruben+  [--]    AI     . [--]. AI   (On-site Power) [---].   CPU  : CPU  130kW     [---]   . GPU  :  GPU (Blackwell)  CPU [--]  .   [----]     . [--]  (Ruben plus)  [--]     [----]   .  :    .           .  [--]          (On-site Power) . [---].    :  [--]       .  :         .        .  [----]       . [--].      [--] :       . (Affordable): .  (Available and Accessible):   . (Clean):  .   :        .   6080%           . [--]. AI    AI  : ( Deep seek) AI    . AI      [----]   AI  .  [---]   1.5MW  [--]   6MW .  3MW AI ( inference AI)    .  AI       90%  . AI     . CEO : CEO  AI    .  :    .   [--]        . ( )   "  
[X Link](https://x.com/anyuser/status/1957266797906063538)  2025-08-18T02:22Z [----] followers, [----] engagements


".    .    . "       ."     .     .    . "       ."     .     "  
[X Link](https://x.com/anyuser/status/1959270203470336113)  2025-08-23T15:03Z [----] followers, [---] engagements


"@elonmusk Please be safe Elon"  
[X Link](https://x.com/anyuser/status/1889212296939102444)  2025-02-11T07:18Z [----] followers, [---] engagements


"6     10% .   .            .     .     .          . 10%     .    ( )           .       . @markminervini I do not support tariffs exceeding 10% which I made abundantly clear in the interview you cite @markminervini I do not support tariffs exceeding 10% which I made abundantly clear in the interview you cite"  
[X Link](https://x.com/anyuser/status/1909116929362837942)  2025-04-07T05:32Z [----] followers, [----] engagements


"@NPjoa_Hodl           .   ()  "  
[X Link](https://x.com/anyuser/status/1936232331909775508)  2025-06-21T01:18Z [----] followers, [---] engagements


"$FIG (Figma : FIG)  :    :  Figma IPO  1:        (Pricing & Monetization)   2:    (2022-2024 S-1 Filing )   3:      (Competitive Advantage)    (Barriers to Entry) 4:   (Executive Team) (Corporate Governance)  ESG 5:    (Internal Risks)  (External Risks)   (Growth Potential) 6:          () :  Figma IPO  [----] [--] [--]   (Figma) (SEC) (IPO) S-1     .             . Adobe [---]          .  'FIG'  (NYSE)   .                [--]       .  S-1        . 1:                .       '' .   : (Figma Inc.) : FIG ( ) :   (SaaS) [----] (Dylan Field) (Evan Wallace)       .            .         .        . Figma Design: "  
[X Link](https://x.com/anyuser/status/1940376863303725282)  2025-07-02T11:47Z [----] followers, [---] engagements


"$FIG      AI   .  UI/UX             . FIG    .  TAM    .  TAM  .  AI    .   [--] [--]      . "  
[X Link](https://x.com/anyuser/status/1940698398187049211)  2025-07-03T09:05Z [----] followers, [----] engagements


"$FIG UI/UX  UI/UX  [----] [--]  [----] [--] [--]   (2025-2030)  33.35%. UI/UX  :   :     .      ' '  .   UI/UX     .   UI/UX :   UI/UX      . UI/UX   100%  (ROI)   ( )  . UI/UX      50%  .  UI/UX  :        UI/UX   . [--]   : [--]     .       UI/UX  .   UI/UX      .   :          .    . : UI/UX       .     [--]     .      UI/UX    . Source: https://www.mordorintelligence.com/industry-reports/ui-ux-market https://www.mordorintelligence.com/industry-reports/ui-ux-market"  
[X Link](https://x.com/anyuser/status/1940740529647661092)  2025-07-03T11:52Z [----] followers, [----] engagements


"$FIG UI/UX UI/UX (  )       .    . [--]. UI (User Interface )     .  ""  . :             :       . " "  . :       UI . [--]. UX (User Experience )       .     . :    ()    ()    ( )   ( )  (  ) :     .      . " "  . :           UX . UI UX : UI UX  . UI UX  . UX :    .      . UI  : UX     . :   . UX   .          . "     " . UI    .         . "   " .  UI( ) ( )   .  UX(   ) UI()   .       "  
[X Link](https://x.com/anyuser/status/1940741204557418963)  2025-07-03T11:55Z [----] followers, [---] engagements


"$FIG  s-1  . . [----]  $1.2 [----] [--]    $330  (Gartner)    IDC  .   IDC [--]  "  "      .      .          .  AI   .      AI   .        . "   "   (total addressable market) [---] .  IDC "  [----] [--] [--] [--] " Figma  IDC   .  IDC      . Figma    . [--]    AI           .      Figma      Figma  "  
[X Link](https://x.com/anyuser/status/1940747129791959299)  2025-07-03T12:19Z [----] followers, 11.2K engagements


"$FIG   . (  PIGMA   )   [----] [---] [----] [----] [--]   (CAGR) 13.4%  .   AI            . : : [----] [----] 13.4% CAGR  .  : [----]  72.0%  AI    14.6%  CAGR  . : [----]   68.5%  14.3% CAGR   . : [----]  41.2%   AI     13.9% CAGR  . : [----] 61.5%  (SME)     14.4% CAGR .  : [----] IT  23.4%     AI    13.7%  . :   5G    14.0% CAGR  . :   API      AI UCaaS    " "  . :           .         .   : https://www.mordorintelligence.com/industry-reports/enterprise-collaboration-market https://www.mordorintelligence.com/industry-reports/enterprise-collaboration-market"  
[X Link](https://x.com/anyuser/status/1940769680362557667)  2025-07-03T13:48Z [----] followers, [---] engagements


"$FIG    :   :        . :  IT     . :  IT      . :   .     UI   ' ' .  IT         . 'Friends of Figma(FoF) Seoul'         .        :   .   [---]  [--] [--]  [----]  [---]   [--] [--]    . ( 30% ) (  )  IT     . :    IT   -       .       . :    :      .    . :        . :         . :     .      .       .   Google for Education .   K-12()           . : 'Friends of Figma Tokyo'            .         . https://www.figma.com/blog/figma-korean-localization/ https://www.figma.com/blog/figma-korean-localization/"  
[X Link](https://x.com/anyuser/status/1940775807213056454)  2025-07-03T14:13Z [----] followers, [---] engagements


"Figma IPO S-1 :  https://www.bbae.com/blog/figma-ipo-s-1-filing-key-highlights/ https://www.bbae.com/blog/figma-ipo-s-1-filing-key-highlights/"  
[X Link](https://x.com/anyuser/status/1941852082157568060)  2025-07-06T13:29Z [----] followers, [---] engagements


"AI Figma $FIG  AI Figma [----]  AI   .    AI   . ' '     .  AI   AI     .      Figma   UI  AI  Figma   Figma    . AI Figma ''  AI Figma      . AI       . AI '' Figma ''.  AI   Figma   ' ' . AI       . : AI            '' . AI ''    '' Figma  . Figma  : Figma AI     . FigJam AI  AI    AI Figma   . Figma AI  ''    . AI  : Figma [----] AI   AI (82%)     AI  (69%) .  AI   ''   ''   . Figma ' ' Figma    '' .    ' ' .  AI   .   Figma    .           . AI [--]   . "A   B   .     ."  '' ''  .    Figma  . Figma ''        ' '  . AI       . '(Why)'  . AI   '(How)'    .    '(Why)'    .  :      .    '' .  "AI   [--] "  
[X Link](https://x.com/anyuser/status/1942033120104206436)  2025-07-07T01:29Z [----] followers, [----] engagements


"$FIG  [--]  (EV/Revenue) [----] 150200"  
[X Link](https://x.com/anyuser/status/1942140655104676094)  2025-07-07T08:36Z [----] followers, [----] engagements


"$FIG  [----] Evan Figma      .       . [--]  AI         .       .      .   Figma      .       .     Figma    . (prospectus) Figma    .    .      Figma   .         .     Figma    .     .    .   (  .  )  .     .      .    . Figma   .   M&A   .     .      .  Figma        .    ( ) .   AI      . AI        AI  . Figma AI Figma Make  . AI          . AI Figma  . [--]     .    . MVP   .     .   .     .     .   (craft) (point of view)        .   (/)    .   Figma         . AI   .  MS-DOS AI " " .        . GUI    AI      .      .    .    .  . Figma    .   .       .   Figma  .   . Dylan"  
[X Link](https://x.com/anyuser/status/1942815436770533403)  2025-07-09T05:17Z [----] followers, 26.2K engagements


"👀 $FIG Figma (S1 )  🎯 Figma  Figma   Figma Design  Slides FigJam  Dev Mode Figma Make  AI   $FIG Figma (S1 )  🎯 Figma  Figma   Figma Design  Slides FigJam  Dev Mode Figma Make  AI"  
[X Link](https://x.com/anyuser/status/1944234230214439231)  2025-07-13T03:15Z [----] followers, [----] engagements


"@drmusician1   😍"  
[X Link](https://x.com/anyuser/status/1944907522416271751)  2025-07-14T23:51Z [----] followers, [---] engagements


"👀 .   .     .      .     . $FIG https://t.co/04ijNPz6YV .   .     .      .     . $FIG https://t.co/04ijNPz6YV"  
[X Link](https://x.com/anyuser/status/1946171549293383847)  2025-07-18T11:33Z [----] followers, [----] engagements


"**  . .  . $PLTR"  
[X Link](https://x.com/anyuser/status/1946417505775517699)  2025-07-19T03:51Z [----] followers, 16.1K engagements


"@drmusician1"  
[X Link](https://x.com/anyuser/status/1947093440401129589)  2025-07-21T00:37Z [----] followers, [---] engagements


"$FIG FIGMA MAKE    . https://www.youtube.com/watchv=VvkFd0aiOi0 https://www.youtube.com/watchv=VvkFd0aiOi0"  
[X Link](https://x.com/anyuser/status/1947122901741904246)  2025-07-21T02:34Z [----] followers, [----] engagements


"🎯  [---]    0%  Fleet  +200  [--]         [---]    0%  Fleet  +200  1"  
[X Link](https://x.com/anyuser/status/1947165467904549293)  2025-07-21T05:23Z [----] followers, [---] engagements


"$FIG   (Thiel Fellowship) (Thiel Fellowship) (PayPal)   (Peter Thiel)       . [----]        .    . [--].  - :             .        . - :          .  (Dylan Field CEO)    . [--].  - : [--] (   ).      . - : - [--] [--] ( [--] [--] ) . -       . -  (    ). - : (Fellow) [--]    .   . - :     .  [----] . [--].  - (Dylan Field): (Figma) CEO  ( )  .      (: 20VC Figma Blog). - (Vitalik Buterin): (Ethereum)     . - (Laura Deming):      . [--].  -      .    . - [----]     [---]  . [--].  - :   .     . - :         . [--].       . 20VC Figma Blog   " "        .          . - : Thiel - :   .      . - :   Zero to One   ."  
[X Link](https://x.com/anyuser/status/1947490126621511744)  2025-07-22T02:53Z [----] followers, [----] engagements


"$FIG TAM $330 $10  3% 30%   [--]   EPS   .          . $FIG  s-1  . . [----]  $1.2 [----] [--]    $330  (Gartner)    IDC  .  https://t.co/4jj19CK4nb $FIG  s-1  . . [----]  $1.2 [----] [--]    $330  (Gartner)    IDC  .  https://t.co/4jj19CK4nb"  
[X Link](https://x.com/anyuser/status/1947521410475430132)  2025-07-22T04:57Z [----] followers, [----] engagements


"😍 🔥 (Figma) [--] [--]  [--] [--] ($25$28) [--] [--] NYSE FIG   [--]. / - : (NYSE) - : FIG [--]. / / - : $25.00 $28.00 -  : https://t.co/FRz0qyOwmv 🔥 (Figma) [--] [--]  [--] [--] ($25$28) [--] [--] NYSE FIG   [--]. / - : (NYSE) - : FIG [--]. / / - : $25.00 $28.00 -  : https://t.co/FRz0qyOwmv"  
[X Link](https://x.com/anyuser/status/1947997670037180656)  2025-07-23T12:30Z [----] followers, [----] engagements


"😙😍 (xAI 😅) @karpathy Andrej my long lost brother let us work together again @karpathy Andrej my long lost brother let us work together again"  
[X Link](https://x.com/anyuser/status/1948075547868721529)  2025-07-23T17:39Z [----] followers, [---] engagements


"$FIG [----] GAAP   ( ) Non-GAAP  . [----] [--] Non-GAAP    45%  "  
[X Link](https://x.com/anyuser/status/1950022548021723247)  2025-07-29T02:36Z [----] followers, [----] engagements


"$FIG Figma      . [----] [----] .   . 🙃"  
[X Link](https://x.com/anyuser/status/1950073338614665288)  2025-07-29T05:58Z [----] followers, [----] engagements


"$FIG    .😭 - 🚀 https://t.co/Z67s8ZAP2G $FIG    .😭 - 🚀 https://t.co/Z67s8ZAP2G"  
[X Link](https://x.com/anyuser/status/1950163810326872511)  2025-07-29T11:57Z [----] followers, [----] engagements


"😅 $FIG is set to trade at $100-$105 https://t.co/BSie8EuXVf $FIG is set to trade at $100-$105 https://t.co/BSie8EuXVf"  
[X Link](https://x.com/anyuser/status/1950966300966080554)  2025-07-31T17:06Z [----] followers, [---] engagements


": $fig $100  Figma $100 .       😂"  
[X Link](https://x.com/anyuser/status/1952373954884329838)  2025-08-04T14:19Z [----] followers, [----] engagements


"$BE ✅ Bloom Energy  📌  - :   - :    - : +AI   - :  (6065%) OracleIntel  [--]  - (SOFC) "Bloom Energy Server" - :   - : (90)  [--]  Bloom 🔥  : +AI   🤖 AI  : 1520% [--]  & - [----]  30GW - 510%   Bloom  80% [--] - Oracle CoreWeave Intel   [--]  - +1020    [--] ✅ (6065%) vs (2030%) ✅  vs  ✅ (90) vs  [--] & - $1.47B 27.5% $8.5B ✅  - AI  -   - Oracle  - + 📌  - AI   -   -"  
[X Link](https://x.com/anyuser/status/1952646516247871705)  2025-08-05T08:23Z [----] followers, 11.8K engagements


". [--].     [--].  ETH   ( ) [--]. 👀    [--].    ETH [--].         [--].        '  '. ETH     . $ETH"  
[X Link](https://x.com/anyuser/status/1953418471959601565)  2025-08-07T11:30Z [----] followers, [----] engagements


".       .              "  
[X Link](https://x.com/anyuser/status/1953687079180722498)  2025-08-08T05:17Z [----] followers, [---] engagements


"$ETH  .   . $BMNR  . [--].     [--].  ETH   ( ) [--]. 👀    [--].    ETH  . [--].     [--].  ETH   ( ) [--]. 👀    [--].    ETH"  
[X Link](https://x.com/anyuser/status/1953816514903085276)  2025-08-08T13:52Z [----] followers, [---] engagements


"ETH   [--].  =  PoS(Proof of Stake) ETH       (MEV)     [--].   + MEV      ETH  ETH (EIP-1559)     [--].        =    [--].   (Tokenization) DeFi  Web3   ETH       : ETH       .     . $ETH $BMNR"  
[X Link](https://x.com/anyuser/status/1954026178966061331)  2025-08-09T03:45Z [----] followers, [----] engagements


"LLM   LLM         . =    .      +      . $PLTR  .     "  
[X Link](https://x.com/anyuser/status/1954705467709497397)  2025-08-11T00:44Z [----] followers, [---] engagements


"Bullish [--] [--] NYSE  : $BLSH : [--] [----]  : [----] : [--]  : (Founders Fund)   [--] [--]  [--] [--] : Reuters Barrons"  
[X Link](https://x.com/anyuser/status/1954769991485583733)  2025-08-11T05:00Z [----] followers, [----] engagements


""      ." Bala Naidu Bloom Energy  $BE $BE ✅ Bloom Energy  📌  - :   - :    - : +AI   - :  (6065%) OracleIntel  [--] $BE ✅ Bloom Energy  📌  - :   - :    - : +AI   - :  (6065%) OracleIntel  1"  
[X Link](https://x.com/anyuser/status/1955145192820162673)  2025-08-12T05:51Z [----] followers, [---] engagements


"$BMNR  .   .     NAV  .     .  👀"  
[X Link](https://x.com/anyuser/status/1955276541140586745)  2025-08-12T14:33Z [----] followers, [---] engagements


"$BMNR   660% . [--]. 👀🔥🚀 : $20000 . ETH 5% "  
[X Link](https://x.com/anyuser/status/1956205458261467381)  2025-08-15T04:05Z [----] followers, [----] engagements


"$FIG    .😅   .   .😎"  
[X Link](https://x.com/anyuser/status/1956263277983613153)  2025-08-15T07:54Z [----] followers, [----] engagements


".   NAV   .           .            . $ETH $BMNR"  
[X Link](https://x.com/anyuser/status/1956315276196413526)  2025-08-15T11:21Z [----] followers, [----] engagements


".     .  $BTC $ETH $BMNR"  
[X Link](https://x.com/anyuser/status/1956891761990844575)  2025-08-17T01:32Z [----] followers, [----] engagements


"👀     .     .  $BTC $ETH $BMNR     .     .  $BTC $ETH $BMNR"  
[X Link](https://x.com/anyuser/status/1956892087926087996)  2025-08-17T01:33Z [----] followers, [----] engagements


"1.      . EIP-1559     .   ()  +  . [--].   (USDT USDC)    . (RWA) (DeFi) NFT DAO   .       . [--].  PoS  ETH  46% ETH .     .  +     . [--].  BMNR   ETF NAV  . ETH    .  ETH       . :  ( + )   ( )  ( )  ( ETF )      $ETH $BMNR"  
[X Link](https://x.com/anyuser/status/1958784982891340188)  2025-08-22T06:55Z [----] followers, [----] engagements


".  ()  ( ) .      . EIP-1559  ETH      .      .          ( )  .       .        . $ETH"  
[X Link](https://x.com/anyuser/status/1958903727148212553)  2025-08-22T14:46Z [----] followers, [----] engagements


".   . (Bitmine) BMNR  ' (Chairman's Message)'   .     '5% (the alchemy of 5%)'   5%    .    (safe harbor)     .  [--] [--] [--] [--] (private placement)   .  [--]  [--]   . 5%    .   .  (Mosaics)  (Founders Fund) (Panta) (Kraken) (Galaxy Digital) GSR DCG   .     [--]     .          .   .  GPT .     .   JP  . BNY (money market funds) .       .    (Genius Act)  .    .  [--]    .  [--]     .     [--]     .    .        .    (real-world assets)  . 60%  .   .     .         .    .  ETF  .      . .          .    .      .  .           . [--]    33%   .      .      .        .      (net asset value)      .      (multiple)   .    "  
[X Link](https://x.com/anyuser/status/1960157916201406742)  2025-08-26T01:50Z [----] followers, 40.6K engagements


"" "   .   .   : =       ()    :    :           .   (   )     .                         . $ETH"  
[X Link](https://x.com/anyuser/status/1960249555792151003)  2025-08-26T07:54Z [----] followers, [----] engagements


"**1/** 🧬  $AVBP FURVENT [--] [----] [--] . EGFR Exon20      mPFS . 🧵 --- **2/** 📊   . FAVOUR (Exon20): DOR [----] ORR 78.6% FURTHER (PACC): mPFS [----] FURLONG (): mPFS [----] HR [----] FAVOUR DCR 100% .     . --- **3/** 🎯 DCR 100%  mPFS DOR .   (DCR 100%) mPFS DOR(15.2)  .  . --- **4/** 📈 FURVENT [--] mPFS  : [----] [----] [--] 3(398) 1015%  : [----]  EGFR    : [----] [----]    --- **5/** ⚠  .   mPFS       FDA     . --- **6/** 💊  +: mPFS [----] +  : [--] [--]    mPFS   . --- **7/** 🏦   [--] :  ( [--] ) [--] :  ( [----] ) [--] :  "13". --- **8/** 🔑 : Watch Number [--] [--]         [--]     --- **9/** 📋   [--]. HR() 95% [--]. vs  [--]. Grade [--]  HR"  
[X Link](https://x.com/dagoonglove/status/2015319598745481575)  2026-01-25T07:03Z [----] followers, [---] engagements


"$AVBP 1/ EGFR NSCLC  . 2/ .  [--] EGFR TKI  . IV   15.517.5 . 3/ Firmonertinib . Firmonertinib [--] [--] EGFR .    Phase [--] .  [----]    . 4/  ( ). EGFR PACC  [---] . Exon20ins    .     . 5/  .   [---] .    [---] . 40%  [--]    [--] . 6/ .  [--] .  [--] P/S [--]   [--]  [--] . P/S [--] [--] [--] . [--]   [--] . 7/ . IV  .   .    . 8/ . Phase [--] FURVENT  [--]    .   . This is not investment advice. Facts are based on public disclosures; interpretations reflect my analysis. **1/** 🧬  $AVBP FURVENT [--] [----] [--] . EGFR Exon20      mPFS . 🧵 --- **2/** 📊   . FAVOUR **1/** 🧬  $AVBP FURVENT [--] [----] [--] . EGFR Exon20      mPFS . 🧵 --- **2/** 📊   ."  
[X Link](https://x.com/dagoonglove/status/2016156678807552221)  2026-01-27T14:29Z [----] followers, [---] engagements

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