# ![@ehrazahmedd Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::139784127.png) @ehrazahmedd Ehraz Ahmed

Ehraz Ahmed posts on X about $pltr, $nvda, $crwv, $iren the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::139784127/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::139784127/c:line/m:interactions.svg)

- [--] Week [------] +623%
- [--] Month [------] +229%
- [--] Months [-------] -12%
- [--] Year [-------] -34%

### Mentions: [--] [#](/creator/twitter::139784127/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::139784127/c:line/m:posts_active.svg)

- [--] Months [---] -4.60%
- [--] Year [---] -31%

### Followers: [-----] [#](/creator/twitter::139784127/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::139784127/c:line/m:followers.svg)

- [--] Week [-----] +2.80%
- [--] Month [-----] +2.60%
- [--] Months [-----] +10%
- [--] Year [-----] +45%

### CreatorRank: [-------] [#](/creator/twitter::139784127/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::139784127/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [fashion brands](/list/fashion-brands)  [exchanges](/list/exchanges)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[$pltr](/topic/$pltr) #518, [$nvda](/topic/$nvda), [$crwv](/topic/$crwv), [$iren](/topic/$iren), [$nbis](/topic/$nbis), [palantir](/topic/palantir), [bitcoin](/topic/bitcoin) #4782, [$tsla](/topic/$tsla), [stocks](/topic/stocks) #2936, [$mstr](/topic/$mstr)

**Top accounts mentioned or mentioned by**
[@amitisinvesting](/creator/undefined) [@eip1559](/creator/undefined) [@deepvalue47](/creator/undefined) [@mikealfred](/creator/undefined) [@leadlagreport](/creator/undefined) [@elonmusk](/creator/undefined) [@palantirtech](/creator/undefined) [@pltrspalantir](/creator/undefined) [@saylor](/creator/undefined) [@realmattmoney](/creator/undefined) [@arnytrezzi](/creator/undefined) [@ddemerging](/creator/undefined) [@micro2macr0](/creator/undefined) [@lordherugrim](/creator/undefined) [@dannycheng2022](/creator/undefined) [@dingies](/creator/undefined) [@financecamel](/creator/undefined) [@peterlbrandt](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@grok](/creator/undefined)

**Top assets mentioned**
[Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/$tsla) [Strategy (MSTR)](/topic/$mstr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Bittensor (TAO)](/topic/bittensor) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Advanced Micro Devices (AMD)](/topic/$amd) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Spacemesh (SMH)](/topic/$smh) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [CLEANSPARK INC (CLSK)](/topic/$clsk) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Spotify Technology (SPOT)](/topic/$spot) [Metadium (META)](/topic/$meta) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Vixco (VIX)](/topic/$vix) [RAI Finance (SOFI)](/topic/$sofi) [Cisco Systems Inc (CSCO)](/topic/$csco)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ananow993 @lorenzo99 @DucatiMotor @MonsterEnergy @alpinestars @shark_helmets @PrinkEsp WUP: Marc -SH-10 (13) in mid 1:21s - Fastest lap on lap [--]. Jorge - SM- [--] (12) in high 1:21s- Fastest lap on lap [--]. DOVI - MM- [--] (10) in mid to high 1:21s - Fastest lap on lap14"  
[X Link](https://x.com/ehrazahmedd/status/1018440140698443776)  2018-07-15T10:20Z [----] followers, [--] engagements


"@co90210 @PalantirTech Yes ofcourse youre right. Their industry-best margins give them the headroom to execute this strategy"  
[X Link](https://x.com/ehrazahmedd/status/1704115732307644545)  2023-09-19T12:50Z [----] followers, [--] engagements


"That 50DMA currently has a vice-like grip on $PLTR. Getting tighter here. 30wk MA is catching up fast currently at 16.05"  
[X Link](https://x.com/ehrazahmedd/status/1734609502799061014)  2023-12-12T16:21Z [----] followers, [---] engagements


"$PLTR Bear flag breakdown. Seems to me well revisit the 30wk MA after all currently at [-----]. Any stock hovering under 50DMA will always be under pressure. Three zones where you can look to add more. [--]. After it bounces strongly off 30wk MA. 2.Reclaims 50DMA and closes above it with Daily RSI above [--]. 3.When it blasts through 21DMA. All these moves require an adequate volume signature. The volume must be higher than the previous down days. Always buy into strength not weakness"  
[X Link](https://x.com/ehrazahmedd/status/1737654531385905629)  2023-12-21T02:01Z [----] followers, [----] engagements


"$PLTR The 30wk MA (yellow line) is converging perfectly with the down sloping trendline at [-----]. This is a major area of support. If we do get there watch the volume activity in this zone. For $pltr to regain solid momentum it must start closing above the 4th Dec low at [-----]. Before the breakdown it was building a base on top of base at [-----]. Now its building a base within a base can you see it $PLTR Bear flag breakdown. Seems to me well revisit the 30wk MA after all currently at [-----]. Any stock hovering under 50DMA will always be under pressure. Three zones where you can look to add"  
[X Link](https://x.com/ehrazahmedd/status/1739619631533641927)  2023-12-26T12:10Z [----] followers, [----] engagements


"$NVDA One simple horizontal line. Stock acting as expected - strong bounce off the 30wk MA (yellow line) & the 50DMA (blue line) Pattern - Double bottom + Cup & handle. Volume uptick in the handle. Bullish. If you zoom out enough it kind of looks like an ascending base with three sharp corrections but without the long wicks. Semiconductors as a sector is currently very strong. So that should provide some extra momentum"  
[X Link](https://x.com/ehrazahmedd/status/1740014813781360749)  2023-12-27T14:20Z [----] followers, [---] engagements


"$PLTR 30wk MA now at 16.58"  
[X Link](https://x.com/ehrazahmedd/status/1740758897412223029)  2023-12-29T15:37Z [----] followers, [---] engagements


"$PLTR Closed below the neckline. Bottom of the rising channel and the 30wk MA converging at the same level around [-----] This level is a MUST hold"  
[X Link](https://x.com/ehrazahmedd/status/1740915459791458701)  2023-12-30T01:59Z [----] followers, [---] engagements


"$PLTR 30wk MA now at [-----]. $PLTR Bear flag breakdown. Seems to me well revisit the 30wk MA after all currently at [-----]. Any stock hovering under 50DMA will always be under pressure. Three zones where you can look to add more. [--]. After it bounces strongly off 30wk MA. 2.Reclaims 50DMA and closes above https://t.co/NWxl8lbTgN $PLTR Bear flag breakdown. Seems to me well revisit the 30wk MA after all currently at [-----]. Any stock hovering under 50DMA will always be under pressure. Three zones where you can look to add more. [--]. After it bounces strongly off 30wk MA. 2.Reclaims 50DMA and closes"  
[X Link](https://x.com/ehrazahmedd/status/1742176488890495226)  2024-01-02T13:30Z [----] followers, [---] engagements


"$PLTR Perfect bounce off the 30wk MA. $PLTR 30wk MA now at [-----]. $PLTR 30wk MA now at 16.58"  
[X Link](https://x.com/ehrazahmedd/status/1742200339078463528)  2024-01-02T15:05Z [----] followers, [---] engagements


"$PLTR opening below 30wk MA 🫠"  
[X Link](https://x.com/ehrazahmedd/status/1742529537232261263)  2024-01-03T12:53Z [----] followers, [---] engagements


"$PLTR Observations - A distribution candle. Sellers firmly in control. 30wk MA now flips into resistance at [-----]. Daily RSI weakest since May. Two back to back head and shoulder sell-offs. Average daily trading volume has been going down since early December means Wall St is losing interest in the stock we need that to be back up immediately. We also need some kind of a catalyst now to change the trend"  
[X Link](https://x.com/ehrazahmedd/status/1742730947748082032)  2024-01-04T02:13Z [----] followers, [----] engagements


"$PLTR Finding resistance and rejecting hard at 30wk MA. We need volume $PLTR Observations - A distribution candle. Sellers firmly in control. 30wk MA now flips into resistance at [-----]. Daily RSI weakest since May. Two back to back head and shoulder sell-offs. Average daily trading volume has been going down since early December means Wall St is https://t.co/xRZI1dCgmj $PLTR Observations - A distribution candle. Sellers firmly in control. 30wk MA now flips into resistance at [-----]. Daily RSI weakest since May. Two back to back head and shoulder sell-offs. Average daily trading volume has been"  
[X Link](https://x.com/ehrazahmedd/status/1743088845862924338)  2024-01-05T01:55Z [----] followers, [---] engagements


"$PLTR Trying to reclaim 30wk MA at 16.58-60. All your fucking money is riding on this level. Focus focus"  
[X Link](https://x.com/ehrazahmedd/status/1744374450047402389)  2024-01-08T15:04Z [----] followers, [---] engagements


"$PLTR Sellers failed to step up convincingly and the stock was accumulated throughout the trading session with a nice closing above the 30wk MA. We still need to find acceptance in the 17s range and deal with a little bit of resistance at [-----]. Again it all depends on how the smallcap index deals with the whole inflation thing coming back and the market repricing a delay in rate cuts"  
[X Link](https://x.com/ehrazahmedd/status/1745654347659370977)  2024-01-12T03:50Z [----] followers, [---] engagements


"$PLTR Possible scenarios for this week. Chart is daily. But the stock is in an hourly uptrend - higher lows higher highs. Positive week overall - [--] green days [--] red days. Volume uptick. Looking to find acceptance in the 17s range. Flipped 30wk MA for support next major hurdle 50DMA. Smallcap index holds the key here. $IWM"  
[X Link](https://x.com/ehrazahmedd/status/1746537484903993654)  2024-01-14T14:19Z [----] followers, [----] engagements


"$SMCI One simple horizontal line. Four volatility contraction patterns. Volume surge. 30wk MA support held thrice. Strong hands. [--] months of base building and consolidation. What does consolidation lead to again Expansion. 🔥"  
[X Link](https://x.com/ehrazahmedd/status/1746731196246323317)  2024-01-15T03:09Z [----] followers, [----] engagements


"More from their website. $S vs $CRWD"  
[X Link](https://x.com/ehrazahmedd/status/1748254362819051957)  2024-01-19T08:01Z [----] followers, [---] engagements


"$S How the hell is a cyber security company growing so fast This is just insane"  
[X Link](https://x.com/ehrazahmedd/status/1748254842903261302)  2024-01-19T08:03Z [----] followers, [---] engagements


"$PLTR Opening right at 30wk MA resistance sitting at [-----]. We really need to reclaim this line"  
[X Link](https://x.com/ehrazahmedd/status/1748351194727428605)  2024-01-19T14:26Z [----] followers, [---] engagements


"$MSTR The highly deceptive boring base. Only volume is a concern on the pullback here. Yellow line is the 30wk MA. Could wick down to it/the diagonal trendline for support. Well see. Moved this money into $MSTR at [---] because boring base. Have explained about this base building psychology in the past. Moved this money into $MSTR at [---] because boring base. Have explained about this base building psychology in the past"  
[X Link](https://x.com/ehrazahmedd/status/1748600455339614445)  2024-01-20T06:56Z [----] followers, [---] engagements


"$PLTR As long as we remain in this box we have nothing to fear. The recent pullbacks have been on very low volume. The entire structure of higher lows and higher highs is still intact. Its true we are below all bullish moving averages of [------] & 30wk. And the price action has been frustrating at times but youll have to blame the weakness in the smallcap index for that. I feel well comfortably meet the earnings estimates or even have a slight beat. If the guidance which Im really looking forward to is really strong well be well on our way. Look at the green box again. When we leave it sir"  
[X Link](https://x.com/ehrazahmedd/status/1751285711448527106)  2024-01-27T16:47Z [----] followers, 11.7K engagements


"@AndyRenfrew Extremely. Thats the 30wk MA"  
[X Link](https://x.com/ehrazahmedd/status/1751321720349471199)  2024-01-27T19:10Z [----] followers, [---] engagements


"$PLTR had a superb weekly closing reclaiming the critical 30wk MA with a volume surge of nearly 30%. It also bounced off the diagonal trendline perfectly keeping the higher lows higher highs structure intact. The little green box marked is overhead supply and will temporarily weigh down on the stock and act as resistance. Palantir has chopped around in the 16-17 range for more than a month. Its time we leave it and never look back"  
[X Link](https://x.com/ehrazahmedd/status/1753790625047310476)  2024-02-03T14:40Z [----] followers, [----] engagements


"Dips can be bought if the price is above your overall avg buy price. The stock must not be in a clear downtrend and must be atleast above the 30wk moving average. 21D and 50D are the best spots to buy the dip if its on low volume. The stock must also be part of a favorable sector"  
[X Link](https://x.com/ehrazahmedd/status/1757127460947181849)  2024-02-12T19:40Z [----] followers, [--] engagements


"Bit Tensor adoption will be exponential not linear. $TAO"  
[X Link](https://x.com/ehrazahmedd/status/1777395368218501368)  2024-04-08T17:57Z [----] followers, [---] engagements


"$PLTR 30wk MA sitting @ [-----]. Critical level ⚠"  
[X Link](https://x.com/ehrazahmedd/status/1788940683182485584)  2024-05-10T14:34Z [----] followers, [---] engagements


"$BZ Kanzhun Limited I dont have much interest in Chinese stocks but if I had to choose one then it would be Kanzhun Limited. It is a Chinese based provider of the mobile app Boss-Zhipin. Connects job seekers and enterprises efficiently. If and when China comes out of recession first reaction to it will be seen in the earnings of online recruitment companies as corporate hiring restarts. And in Kanzhuns case it already has. Rev up +33.4% Y/Y 8% QoQ Boss Zhipin app - Average monthly active users for the first quarter of [----] were [----] million an increase of 17.4% from [----] million for the same"  
[X Link](https://x.com/ehrazahmedd/status/1795406324425228634)  2024-05-28T10:46Z [----] followers, [---] engagements


"$PLTR Nice bounce off the 30wk MA. Decent volume too. However it needs to break [-----] to the upside come back retest it and hold. Also needs to find acceptance in the 22s to stay bullish. On the other hand SAAS is getting hammered and the sentiment is worsening so anything can happen if the whole space starts getting rerated. For $PLTR Govt contracts are nice but they wouldnt cause p/e expansion like commercial contracts do. Its not high quality revenue imo simply because of the risks of political changes budget cuts policy shifts and the tight regulatory environment a company has to work"  
[X Link](https://x.com/ehrazahmedd/status/1796355068264169493)  2024-05-31T01:36Z [----] followers, [---] engagements


"$CELH this isnt a contraction this is a hammering. Neilsen report some fud and a lower than expected GDP reading is the reason. Wheres the support You would think its the 30wk MA but the volume is too high with back to back follow through days of heavy selling. So who knows be careful. One more contraction to build the handle and then $CELH goes mental. I love this stock its a pity I dont own it. https://t.co/RQ45op861N One more contraction to build the handle and then $CELH goes mental. I love this stock its a pity I dont own it. https://t.co/RQ45op861N"  
[X Link](https://x.com/ehrazahmedd/status/1798184748533293079)  2024-06-05T02:47Z [----] followers, [----] engagements


"For how long have I been telling you to ignore everything else and watch the leader $NVDA If the best stock in the stock market is getting hammered you think other stocks have a chance $SMH the leading index has plunged through the 30wk MA on record volume"  
[X Link](https://x.com/ehrazahmedd/status/1819553208874029494)  2024-08-03T01:57Z [----] followers, [---] engagements


"$SMH the best performing index since the bear market low consisting some of the best companies in the world with amazing earnings and a long runway for growth has plunged through the 30wk MA on record volume. But wall st machinery had you distracted with $IWM"  
[X Link](https://x.com/ehrazahmedd/status/1819557197850063297)  2024-08-03T02:13Z [----] followers, [---] engagements


"@JJtira Still holding above the 30wk MA. So technically still in a stage 2"  
[X Link](https://x.com/ehrazahmedd/status/1823944253048844490)  2024-08-15T04:46Z [----] followers, [--] engagements


"$CELH has broken down below its 200wk MA. Now desperately clinging on to its long term trendline. Value bros suddenly love this stock. Expected. Anyway before you plan to own it focus on what Pepsi is doing rather than what the company is doing"  
[X Link](https://x.com/ehrazahmedd/status/1832576365247205475)  2024-09-08T00:27Z [----] followers, [----] engagements


"Starting with $AMZN. You do not ignore stocks which fill downward gaps aggressively. Phenomenal recovery. Stock above all key moving averages. Market seems to be excited about the Oracle partnership. Margin expansion on the cards"  
[X Link](https://x.com/ehrazahmedd/status/1834439596903416279)  2024-09-13T03:50Z [----] followers, [---] engagements


"$HIMS giving mixed signals here. Two problems: [--]. It broke the Aug 5th higher high higher low structure. [--]. Rejected the 30wk MA sharply. I wouldn't touch it until it reclaims $18 and stays there. Volume pattern on the recovery hasn't been impressive either"  
[X Link](https://x.com/ehrazahmedd/status/1834458680911073429)  2024-09-13T05:06Z [----] followers, [---] engagements


"Holy sh*t. Bit Tensor. $TAO"  
[X Link](https://x.com/ehrazahmedd/status/1838141015154188312)  2024-09-23T08:59Z [----] followers, [---] engagements


"$PLTR Picked a random article about Palantir on seeking alpha and uploaded it on NotebookLM and generated an AI conversation. Think you'll like it have a listen"  
[X Link](https://x.com/ehrazahmedd/status/1841031634914517388)  2024-10-01T08:25Z [----] followers, [----] engagements


"@EricBalchunas Three months of supply gobbled up in one single trading session. Supply shock inevitable"  
[X Link](https://x.com/ehrazahmedd/status/1851588155537043644)  2024-10-30T11:33Z [----] followers, [----] engagements


"Digital realty the largest data center REIT with [---] GW Capacity & $80B Enterprise Value trades at $30M/MW. Bitcoin Miners who may eventually use REIT structure to exploit AI/HPC trade at $3M/MW. When the whole sector rerates the rally in miners is going to melt faces"  
[X Link](https://x.com/ehrazahmedd/status/1856475469564260746)  2024-11-12T23:13Z [----] followers, 19.8K engagements


"Bit Tensor Kaspa Zignaly. Setting up for wild runs"  
[X Link](https://x.com/ehrazahmedd/status/1863402401836810418)  2024-12-02T01:58Z [----] followers, [---] engagements


"$MSTR This is what I'm expecting. $WGMI"  
[X Link](https://x.com/ehrazahmedd/status/1869207354023268520)  2024-12-18T02:25Z [----] followers, [----] engagements


"$IWM finding support at 50DMA is very bullish. Getting ready for the post FOMC pump watch the miners tomorrow $WGMI $IREN"  
[X Link](https://x.com/ehrazahmedd/status/1869215635341033579)  2024-12-18T02:58Z [----] followers, [----] engagements


"$IREN comfortably in a strong uptrend with the critical 30wk moving average sloping upwards. Average daily trading volume has picked up sharply again after the stock put in a daily cycle low at $9.77. Fireworks begin at $18. Faces start melting at $40. FOMO begins at $60"  
[X Link](https://x.com/ehrazahmedd/status/1876937146612715805)  2025-01-08T10:21Z [----] followers, [----] engagements


"$IREN has no problems. Opening at 30wk MA. Fundamentals and valuations are in our favour expecting a strong bounce"  
[X Link](https://x.com/ehrazahmedd/status/1878778944151023685)  2025-01-13T12:19Z [----] followers, [----] engagements


"Send it back to the last spot on the app store ranking. #ChatCCP DeepSeek AI App Demonstrates Pro-CCP Bias Influence https://t.co/SREWawAW6T DeepSeek AI App Demonstrates Pro-CCP Bias Influence https://t.co/SREWawAW6T"  
[X Link](https://x.com/ehrazahmedd/status/1884447176782205260)  2025-01-29T03:43Z [----] followers, [---] engagements


"$IREN Rerating soon Digital realty the largest data center REIT with [---] GW Capacity & $80B Enterprise Value trades at $30M/MW. Bitcoin Miners who may eventually use REIT structure to exploit AI/HPC trade at $3M/MW. When the whole sector rerates the rally in miners is going to melt faces. https://t.co/1a7lzlvHtB Digital realty the largest data center REIT with [---] GW Capacity & $80B Enterprise Value trades at $30M/MW. Bitcoin Miners who may eventually use REIT structure to exploit AI/HPC trade at $3M/MW. When the whole sector rerates the rally in miners is going to melt faces."  
[X Link](https://x.com/ehrazahmedd/status/1890285062232678630)  2025-02-14T06:20Z [----] followers, [----] engagements


"$IREN You can't scale in the real world fast enough. Megawatts are a scarcity $IREN You can't scale in the real world fast enough. Megawatts are a scarcity $IREN"  
[X Link](https://x.com/ehrazahmedd/status/1892440014057066976)  2025-02-20T05:03Z [----] followers, [----] engagements


"Liquid cooled AI data centers. $IREN AI Czar David Sacks says American companies will learn efficiency techniques from China's DeepSeek AI model but big AI data centers are still needed and scaling the biggest data centers is still an advantage https://t.co/SuSlhGKO3J AI Czar David Sacks says American companies will learn efficiency techniques from China's DeepSeek AI model but big AI data centers are still needed and scaling the biggest data centers is still an advantage https://t.co/SuSlhGKO3J"  
[X Link](https://x.com/ehrazahmedd/status/1893557315527172476)  2025-02-23T07:03Z [----] followers, [----] engagements


"$IREN ALERT: Manufacturing new orders are surging after years of stagnation This is similar to past rebounds in 2012-2014 2016-2018 and 2020-2021 All periods when Bitcoin saw significant upside momentum We could be in an early [----] setup Back then Bitcoin was already climbing https://t.co/3jrFYRyUxz ALERT: Manufacturing new orders are surging after years of stagnation This is similar to past rebounds in 2012-2014 2016-2018 and 2020-2021 All periods when Bitcoin saw significant upside momentum We could be in an early [----] setup Back then Bitcoin was already climbing https://t.co/3jrFYRyUxz"  
[X Link](https://x.com/ehrazahmedd/status/1894448323333165255)  2025-02-25T18:04Z [----] followers, [----] engagements


"$NBIS Execution momentum: Q1 ARR: $249M ( 684% YoY) April ARR: $310M (+$61M in a single month) On track for $750M$1B ARR by year-end Expected to become EBITDA positive in H2 [----] Medium-term: 2030% EBIT margins on $5B+ revenue BULLISH"  
[X Link](https://x.com/ehrazahmedd/status/1948694300348547220)  2025-07-25T10:38Z [----] followers, [----] engagements


"Policy shifts like these might be the kindling for a true blowoff top creating FOMO to buy long-term compounders at any price. AI companies in particular may be valued on TAM multiples instead of earnings. Don't mind it. Send it 🚀"  
[X Link](https://x.com/ehrazahmedd/status/1967568992861831597)  2025-09-15T12:39Z [----] followers, [---] engagements


"$BMNR Update: BMNR now holds 2.416M ETH ($9.9B at $4100 ETH). Total crypto + cash = $11.4B. Cash reserves: $345M. Owns 2% of ETH supply marching toward the 5% Alchemy goal. BMNR is now the 24th most traded stock in the U.S. averaging $3.5B/day in trading volume. Liquidity = flywheel fuel. This means BMNR can keep issuing equity at scale to scoop ETH without breaking the stock. Latest equity raise: Issued 5.22M shares @ $70/share raised $365M. Issued 10.4M warrants @ $87.50 strike levered upside if exercised. The sale priced at a 14% premium to last close - huge vote of confidence from"  
[X Link](https://x.com/ehrazahmedd/status/1970087223472074776)  2025-09-22T11:26Z [----] followers, [---] engagements


"Opened a position in World coin. #proofofhuman $WLD"  
[X Link](https://x.com/ehrazahmedd/status/1971205369319092600)  2025-09-25T13:29Z [----] followers, [---] engagements


"$CIFR is closer to Digital Realty or Equinix (landlord/colocation) than $CRWV or $NBIS (full-stack hyperscaler)"  
[X Link](https://x.com/ehrazahmedd/status/1971208445518057558)  2025-09-25T13:41Z [----] followers, [---] engagements


"$CRWV x $CORZ buyout was stalled because Coreweave's stock was weak and Core Scientific's board didnt wanna take cheap paper. But now $CRWV is ripping. If momentum holds this deal closes fast. Power + shells + scale + Open AI deal expansion = rerate overnight. 🚀"  
[X Link](https://x.com/ehrazahmedd/status/1971213028743135643)  2025-09-25T13:59Z [----] followers, [----] engagements


"Explaining this $NVDA backstopping $CRWV with a simple gas station analogy: Consignment = You give a gas station [----] sodas. They only pay you if they sell. Unsold sodas stay yours. CoreWeave = You build the gas station stock [----] sodas and NVDA signs a contract to buy every unsold soda no matter what. Thats not consignment. Thats a take-or-pay backstop. Revenue guaranteed. Get it Revisiting this: For rivals like $IREN no such safety net exists. If they overbuild and customers dont show up theyre toast. For $ $CRWV $NVDA is signaling Well ensure you stay solvent even if demand timing wobbles."  
[X Link](https://x.com/ehrazahmedd/status/1971573774257725551)  2025-09-26T13:53Z [----] followers, [----] engagements


"@amitisinvesting If i were you I would mostly focus on recent IPOs like circle figma etc. IPOs don't get much coverage in the initial stages so there's a gap to be filled"  
[X Link](https://x.com/ehrazahmedd/status/1973817655602917582)  2025-10-02T18:29Z [----] followers, [---] engagements


"Flipped $BMNR for $MSTX. BMNR too crowded a trade now. I despise crowds and crowded trades both"  
[X Link](https://x.com/ehrazahmedd/status/1975551531601871183)  2025-10-07T13:19Z [----] followers, [---] engagements


"$CRWV $CORZ"  
[X Link](https://x.com/ehrazahmedd/status/1976389357960560792)  2025-10-09T20:48Z [----] followers, [----] engagements


"Sold $MSTX and moved it all into $CWVX"  
[X Link](https://x.com/ehrazahmedd/status/1976734012032069853)  2025-10-10T19:38Z [----] followers, [---] engagements


"Except it'll cost $CORZ $270M as a breakup fee which is nearly half of the cash on their balance sheet. Either way $CRWV wins. $CORZ $CRWV I give now 10% chances this deal is finalized. https://t.co/jtZkCaVMNp $CORZ $CRWV I give now 10% chances this deal is finalized. https://t.co/jtZkCaVMNp"  
[X Link](https://x.com/ehrazahmedd/status/1977013257320968368)  2025-10-11T14:07Z [----] followers, [---] engagements


"@mikealfred I went to bed thinking about CoreWeaves RL launch. Woke up thinking about CoreWeaves RL launch. The future AI agents will literally train on this. 🔥"  
[X Link](https://x.com/ehrazahmedd/status/1977014310414291119)  2025-10-11T14:11Z [----] followers, [----] engagements


"Weekend wall street pumping. Run it back turbo Run it back turbo"  
[X Link](https://x.com/ehrazahmedd/status/1977399581420999152)  2025-10-12T15:42Z [----] followers, [---] engagements


"When AI/HPC miners break down from their parabolic price action driven purely by narratives and hopium $CRWV becomes the liquidity refuge for the AI infra trade and liquidity not narrative will set up CoreWeave for its second rise - the institutional one driven by contracts product maturity and real financial metrics. The speculative phase ends. And the infrastructure monetization phase begins - CoreWeaves exact sweet spot"  
[X Link](https://x.com/ehrazahmedd/status/1977444970752819555)  2025-10-12T18:43Z [----] followers, [----] engagements


"You have now boxed yourself into a corner rhetorically. You are repeating surface-level insolvency rhetoric without understanding the nature of infrastructure capital cycles or secured credit structures. Youre describing insolvency risk as if CoreWeaves debt were unsecured venture loans. Its not. The debt is collateralized by Nvidia GPUs long-term contracts and real estate not intentions. Creditors dont lose money when the assets themselves are cash-yielding and resaleable. This isnt a capital sinkhole its a productive infra asset cycle with recoverable value and positive OCF. Youre applying"  
[X Link](https://x.com/ehrazahmedd/status/1977722846278254633)  2025-10-13T13:07Z [----] followers, [---] engagements


"$CRWV is building an AI data center empire"  
[X Link](https://x.com/ehrazahmedd/status/1978045980621574299)  2025-10-14T10:31Z [----] followers, [----] engagements


"@matthew_sigel CoreWeaves message to Core Scientific: Take the deal or stay mining Bitcoin. Either way well still control the AI grid"  
[X Link](https://x.com/ehrazahmedd/status/1978077373305070058)  2025-10-14T12:36Z [----] followers, [---] engagements


"Watch this. $CRWV x Mistral AI. https://youtu.be/4iAebNdyy2ssi=_tQ1N1kmv7lNCwYU https://youtu.be/4iAebNdyy2ssi=_tQ1N1kmv7lNCwYU"  
[X Link](https://x.com/ehrazahmedd/status/1978080924622315532)  2025-10-14T12:50Z [----] followers, [---] engagements


"Zcashs move is a visual roadmap. $MARA s setup mirrors it almost candle-for-candle even down to RSI positioning and trendline geometry. Once volume expands above resistance (as it just did) these setups often reprice not rally. Thats the difference repricing events DON'T retrace immediately. The fuel behind the chart: Institutional ownership: 77.7% Short interest: 100M shares (30%) Convertible short coverage threshold: $2729 Options gamma stack: $2123 Fundamentals: EDF nuclear + TAE fusion + Anduro quantum This is not retail momentum its a technically coiled fundamentally re-rated asset about"  
[X Link](https://x.com/ehrazahmedd/status/1978423264679747900)  2025-10-15T11:30Z [----] followers, [----] engagements


"$MARA - The Nuclear-Powered digital energy empire. [--]. Power sovereignty & scale: a. [---] GW operational [---] GW total capacity across Texas Nebraska Ohio & Europe. b. Lowest cost base ($0.04 / kWh) & [---] MW fully owned not leased. c. MARA controls the grid layer power ownership = pricing power + margin stability. [--]. Nuclear integration via EDF / Exaion a. MARAs [--] % acquisition of Exaion (subsidiary of Frances state-backed EDF the worlds largest nuclear generator) gives access to zero-carbon baseload nuclear energy. b. This effectively embeds U.S. digital-energy capital inside Europes sovereign"  
[X Link](https://x.com/ehrazahmedd/status/1978428616926003414)  2025-10-15T11:51Z [----] followers, [----] engagements


"Ex $IREN customer 🤣🤣🤣 $CRWV 📢 : $CRWV Coreweave and Poolside Announce Partnership for a Data Center Built on a Sprawling Ranch in West Texas - WSJ https://t.co/2OsiPog4wb 📢 : $CRWV Coreweave and Poolside Announce Partnership for a Data Center Built on a Sprawling Ranch in West Texas - WSJ https://t.co/2OsiPog4wb"  
[X Link](https://x.com/ehrazahmedd/status/1978450748527476899)  2025-10-15T13:19Z [----] followers, [----] engagements


"@eisokant @CoreWeave Came here to see the $IREN cult coping hard in the comments section. 😂"  
[X Link](https://x.com/ehrazahmedd/status/1978471559313367248)  2025-10-15T14:42Z [----] followers, [----] engagements


"$MARA Short squeeze potential Short interest: 101M shares = 28% of float. Days to cover: [---] days - high leverage low liquidity zone. Institutional ownership: 78% retail float 14%. This means shorts must buy back from the least forgiving counterparties. If the price moves above $27 convertible note hedges start delta-unwinding adding mechanical buy pressure. The next resistance is psychological not structural. Once breached the move to $35$40 could be swift"  
[X Link](https://x.com/ehrazahmedd/status/1978779863013069303)  2025-10-16T11:07Z [----] followers, 11.3K engagements


"While the chart screams momentum the macro foundation is what gives it conviction. MARAs new identity as a digital energy company aligns perfectly with U.S. policy shifts (DOE + TAE Power grid projects). Bitcoin correlation remains strong but MARAs valuation is now bifurcating to energy + compute IP = asymmetric upside. This breakout isnt just price action its the repricing of a new industry category"  
[X Link](https://x.com/ehrazahmedd/status/1978780176059105568)  2025-10-16T11:08Z [----] followers, [---] engagements


"$MARA perfect breakout - retest - rebound of the July highs. Also showing relative strength vs peers today"  
[X Link](https://x.com/ehrazahmedd/status/1978835686686949447)  2025-10-16T14:49Z [----] followers, [----] engagements


"The way they are liquidating longs and clearing books in Bitcoin. seems to me they're priming for a big move straight to all time highs very fast. A lock out rally leaving everyone sidelined"  
[X Link](https://x.com/ehrazahmedd/status/1978858322288582776)  2025-10-16T16:19Z [----] followers, [----] engagements


"Everyone saw $MARA -11%. The tape saw [---] IV sweeps into [----]. Welcome to accumulation disguised as destruction. Solid amount of $MARA call buying today as well $CLSK $COIN https://t.co/OrA8LglchD Solid amount of $MARA call buying today as well $CLSK $COIN https://t.co/OrA8LglchD"  
[X Link](https://x.com/ehrazahmedd/status/1978916808104251542)  2025-10-16T20:11Z [----] followers, [----] engagements


"$MARA vs $IREN IREN is in "Euphoria" "Complacency" transition. Every bounce will now attract sellers taking profit. MARA is in "Disbelief" "Early Optimism". Dips attract buyers who see institutional call sweeps and long-term catalysts. Youll witness a rotation of capital from momentum AI miners like (IREN) into digital energy infrastructure (MARA). Bottom line: IREN is topping. MARA is coiling. Technicals: RSI: IREN [---] trending down MARA - [--] trending up Volume: IREN - Climax & tapering MARA - Building gradually Structure: IREN - Parabolic vertical. MARA - Rounded base breakout"  
[X Link](https://x.com/ehrazahmedd/status/1979151845298700682)  2025-10-17T11:45Z [----] followers, [----] engagements


"This market stopped trading on fundamentals a long time ago. It is now purely a momentum based market. Sometimes I feel all the DD I do on companies is just a waste of time instead just trading momentum is far easier and in this market a lot more profitable. Unfortunate but true"  
[X Link](https://x.com/ehrazahmedd/status/1979204403035857304)  2025-10-17T15:14Z [----] followers, [---] engagements


"Never seen so many hyperwave structures break down in a single day"  
[X Link](https://x.com/ehrazahmedd/status/1979206794514661787)  2025-10-17T15:24Z [----] followers, [---] engagements


"@OpenAI Atlas = more real-time inference More inference = higher GPU hours Higher GPU hours = higher CoreWeave revenue per watt Bullish $CRWV"  
[X Link](https://x.com/ehrazahmedd/status/1980742988126204098)  2025-10-21T21:08Z [----] followers, [---] engagements


"Atlas = more real-time inference More inference = higher GPU hours Higher GPU hours = higher CoreWeave revenue per watt Bullish $CRWV Meet our new browserChatGPT Atlas. Available today on macOS: https://t.co/UFKSQXvwHT https://t.co/AakZyUk2BV Meet our new browserChatGPT Atlas. Available today on macOS: https://t.co/UFKSQXvwHT https://t.co/AakZyUk2BV"  
[X Link](https://x.com/ehrazahmedd/status/1980743097496834192)  2025-10-21T21:08Z [----] followers, [---] engagements


"$IREN Textbook hyperwave action. PS: Hyperwaves are bearish by nature as mean reversion is almost a certainty. Just sharing an observation not financial advice. Similar hyperwave structures broken in many other speculative names"  
[X Link](https://x.com/ehrazahmedd/status/1980934500390719641)  2025-10-22T09:49Z [----] followers, [----] engagements


"$CRWV strong bounce off 50DMA. $280 PT still on"  
[X Link](https://x.com/ehrazahmedd/status/1980936497001033788)  2025-10-22T09:57Z [----] followers, [----] engagements


"$MSTR Bullish divergence. Recapturing 30wk MA is the signal"  
[X Link](https://x.com/ehrazahmedd/status/1980937589864689830)  2025-10-22T10:01Z [----] followers, [----] engagements


"$MARA low volume pullback to 21DMA. Daily RSI reset. Above $23.50 she blows 🚀"  
[X Link](https://x.com/ehrazahmedd/status/1980939578501747136)  2025-10-22T10:09Z [----] followers, [----] engagements


"$BTC Hyperwave structure. @finance_camel @TonyTheBullCMT @PeterLBrandt"  
[X Link](https://x.com/ehrazahmedd/status/1980967431897297320)  2025-10-22T12:00Z [----] followers, [----] engagements


"@tweet_tj In AI infra without contracted backlogs and named 'big label' customers it is all speculative only"  
[X Link](https://x.com/ehrazahmedd/status/1980967780687258024)  2025-10-22T12:01Z [----] followers, [---] engagements


"Bought more $CRWV today"  
[X Link](https://x.com/ehrazahmedd/status/1981012021035618623)  2025-10-22T14:57Z [----] followers, [---] engagements


"CoreWeave is EBITDA positive with 75% gross margins and a backlog (committed revenue) of $44 billion dollars by three of the largest hyperscalers in the game ( which is nearly 70% of its current marketcap) and backstopped by none other than Nvidia - the biggest company in the world removing any utilization risk. Speculative"  
[X Link](https://x.com/ehrazahmedd/status/1981017691625599426)  2025-10-22T15:19Z [----] followers, [---] engagements


"$CRWV retesting the 50dma. Volume tapering off. Selling exhaustion. Expecting a bounce"  
[X Link](https://x.com/ehrazahmedd/status/1981019515954905548)  2025-10-22T15:27Z [----] followers, [----] engagements


"@theBTCMiningGuy Because its running a marathon not a sprint"  
[X Link](https://x.com/ehrazahmedd/status/1981019936966496452)  2025-10-22T15:28Z [----] followers, [--] engagements


"Bottom closing in on $CRWV here. Worst case scenario might test and rebound off the weekly trendline"  
[X Link](https://x.com/ehrazahmedd/status/1981056806551245308)  2025-10-22T17:55Z [----] followers, [---] engagements


"$VIX interim top"  
[X Link](https://x.com/ehrazahmedd/status/1981059273850569119)  2025-10-22T18:05Z [----] followers, [---] engagements


"Leaders lead. $CRWV leading the recovery in AI names"  
[X Link](https://x.com/ehrazahmedd/status/1981060792381559088)  2025-10-22T18:11Z [----] followers, [---] engagements


"@rm3700256 @theBTCMiningGuy That's from Bitcoin mining right what about their CSP business"  
[X Link](https://x.com/ehrazahmedd/status/1981302559185961172)  2025-10-23T10:11Z [----] followers, [--] engagements


"Excerpt from an interview of Michael Intrator posted on Youtube couple of days ago: Q: And I if my math serves you're at about [---] megawatts of active data center capacity right now. You had talked about getting that to [---] by the end of the year. Can you get there if core scientific doesn't go through Michael Intrator: Oh yeah. One of the things that's really important to understand here is like we control through contract the overwhelming majority of core scientific assets. Already rightly we were we have been one of you know once again I'm very proud of the company for doing this. We have"  
[X Link](https://x.com/ehrazahmedd/status/1981356449491222791)  2025-10-23T13:46Z [----] followers, [----] engagements


"@mikealfred Forget all this tell your followers why did you delete the tweet about you buying $CRWV Mike You were in at the lows I remember"  
[X Link](https://x.com/ehrazahmedd/status/1981358371417866606)  2025-10-23T13:53Z [----] followers, [---] engagements


"This is what @elonmusk was talking about yesterday. 🚨 VanEck now CORZ's 28th-largest shareholder (2.2M shares) will vote AGAINST the $CRWV deal. We believe Core Scientific can help lead the next phase of AI infrastructure. The focus should be on unlocking value not selling it short. 🚨 VanEck now CORZ's 28th-largest shareholder (2.2M shares) will vote AGAINST the $CRWV deal. We believe Core Scientific can help lead the next phase of AI infrastructure. The focus should be on unlocking value not selling it short"  
[X Link](https://x.com/ehrazahmedd/status/1981369183549214773)  2025-10-23T14:36Z [----] followers, [----] engagements


"The entire BTC/AI miner complex's valuations hinge desperately on $CRWV x $CORZ deal not going through. Well if it does the entire sector gets de-rated almost immediately. No wonder the desperacy lol. Michael Intrator: Yeah. Yeah. Well look you know when we we've had a long and successful relationship with core scientific we have in starting in [----] [----]. And you know that relationship has grown and evolved as core. We've has grown and evolved. And so it's been you know very successful for both parties. You know we sat down with the management and the board of their company and my company and"  
[X Link](https://x.com/ehrazahmedd/status/1981378611371528437)  2025-10-23T15:14Z [----] followers, 10.4K engagements


"If the $CRWV deal is getting voted down then why is $CORZ down today The entire BTC/AI miner complex's valuations hinge desperately on $CRWV x $CORZ deal not going through. Well if it does the entire sector gets de-rated almost immediately. No wonder the desperacy lol. Michael Intrator: Yeah. Yeah. Well look you know when we we've had a The entire BTC/AI miner complex's valuations hinge desperately on $CRWV x $CORZ deal not going through. Well if it does the entire sector gets de-rated almost immediately. No wonder the desperacy lol. Michael Intrator: Yeah. Yeah. Well look you know when we"  
[X Link](https://x.com/ehrazahmedd/status/1981379379390533974)  2025-10-23T15:17Z [----] followers, [----] engagements


"@singles_stories $CRWV is desperate lol https://x.com/ehrazahmedd/status/1981356449491222791 @mikealfred Excerpt from an interview of Michael Intrator posted on Youtube couple of days ago: Q: And I if my math serves you're at about [---] megawatts of active data center capacity right now. You had talked about getting that to [---] by the end of the year. Can you get there if core https://x.com/ehrazahmedd/status/1981356449491222791 @mikealfred Excerpt from an interview of Michael Intrator posted on Youtube couple of days ago: Q: And I if my math serves you're at about [---] megawatts of active data"  
[X Link](https://x.com/ehrazahmedd/status/1981385822021828806)  2025-10-23T15:42Z [----] followers, [---] engagements


"Yeah $CRWV is a monster in the making"  
[X Link](https://x.com/ehrazahmedd/status/1981584746724687973)  2025-10-24T04:53Z [----] followers, [----] engagements


"Load and hybrid facilities shall be responsible for 100% of the network upgrades that they are assigned. BTC / AI miners rely on cheap underdeveloped transmission zones. Now theyll face multi-million-dollar transmission upgrade costs they never had to bear before. $IREN $CORZ $CIFR all depend on low all-in power costs this rule directly raises those costs. This is a nightmare for miners who thrived on speed and cheap hookups but a blessing for compliant hyperscalers like $CRWV. CoreWeaves model was already built for this world. CoreWeave operates like a hyperscaler not a miner. CoreWeaves GPU"  
[X Link](https://x.com/ehrazahmedd/status/1981593157948297219)  2025-10-24T05:26Z [----] followers, [---] engagements


""There's nothing like CoreWeave out there" $CRWV https://youtu.be/G121VNcu0dgsi=erI9LPX6gRdb9OfE https://youtu.be/G121VNcu0dgsi=erI9LPX6gRdb9OfE"  
[X Link](https://x.com/ehrazahmedd/status/1981593551944475080)  2025-10-24T05:28Z [----] followers, [---] engagements


"Since IPO: $CRWV: 223% $NBIS: 494% $IREN: 93% $CIFR: 72%"  
[X Link](https://x.com/ehrazahmedd/status/1981692784139731308)  2025-10-24T12:02Z [----] followers, [---] engagements


"Yup selling exhaustion was evident on the tape. $CRWV. Higher $CRWV anchor investor Magnetar has disposed $6M worth of shares this week ahead of $CORZ acquisition vote; this marks its lowest weekly disposal since mid-August lockup expiry https://t.co/7nrawJrgea $CRWV anchor investor Magnetar has disposed $6M worth of shares this week ahead of $CORZ acquisition vote; this marks its lowest weekly disposal since mid-August lockup expiry https://t.co/7nrawJrgea"  
[X Link](https://x.com/ehrazahmedd/status/1981694013435716014)  2025-10-24T12:07Z [----] followers, [---] engagements


"$CRWV relentless FUD "debt obligations" "circular financing" "customer concentration risk" "insiders dumping" "cant scale without access to power" blah blah. Still stock is up 245% since IPO with zero retail participation while the company keeps scaling and accumulating multi billion dollars deals with the hyperscalers and colo deals with power providers while building and fine tuning its software stack. RPO now is nearly 65% of the current marketcap with the company growing revenue in triple digits 75% gross margins EBITDA positive and revenue visibility until [----] all this while having"  
[X Link](https://x.com/ehrazahmedd/status/1981989705060139513)  2025-10-25T07:42Z [----] followers, [---] engagements


"$CRWV fair value $428 according to @simplywallst"  
[X Link](https://x.com/ehrazahmedd/status/1982191000131878920)  2025-10-25T21:02Z [----] followers, [----] engagements


"$CRWV Raymond James's projection of AI Cloud Revenue in [----] $NBIS: $12B $CRWV: $38B $ORCL: $121B $MSFT: $128B $GOOGL: $26B $AMZN: $25B Interesting but this will wind up being very wrong well underestimating Google and AWS. 👀 https://t.co/36P0lCPRRS Raymond James's projection of AI Cloud Revenue in [----] $NBIS: $12B $CRWV: $38B $ORCL: $121B $MSFT: $128B $GOOGL: $26B $AMZN: $25B Interesting but this will wind up being very wrong well underestimating Google and AWS. 👀 https://t.co/36P0lCPRRS"  
[X Link](https://x.com/ehrazahmedd/status/1982360841904386346)  2025-10-26T08:17Z [----] followers, [---] engagements


"@mc_khristina The only BTCTC worth owning is $MSTR. Rest are all illiquid. And liquidity is king"  
[X Link](https://x.com/ehrazahmedd/status/1982439631783387419)  2025-10-26T13:30Z [----] followers, [---] engagements


"Say whatever you want Trump is a master negotiator. 🫡 More details on the US-China very successful framework: Bessent says Trumps threat of 100% tariffs on China is now off the table China expected to resume substantial US soybean purchases Beijing to delay rare earth export controls by one year while it reexamines the plan https://t.co/LLVq9surod More details on the US-China very successful framework: Bessent says Trumps threat of 100% tariffs on China is now off the table China expected to resume substantial US soybean purchases Beijing to delay rare earth export controls by one year while"  
[X Link](https://x.com/ehrazahmedd/status/1982472802759561720)  2025-10-26T15:42Z [----] followers, [---] engagements


"The west is forever under the misconception that China has some sort of great leverage over the United States it doesn't and it never did. The only leverage China had over US was weak leadership in the White House. No more"  
[X Link](https://x.com/ehrazahmedd/status/1982473766795165703)  2025-10-26T15:45Z [----] followers, [---] engagements


"$IREN reality check: 8090% revenue from Bitcoin mining. Small pilot deployments of GPU clusters for AI workloads. No major hyperscaler lease contract or hyperscale customer announced. Means all its AI neocloud r valuation premium rests on future promises not actual infrastructure cash flow. The narrative is superficial not structural. Show me the money Not the story"  
[X Link](https://x.com/ehrazahmedd/status/1982507477192282589)  2025-10-26T17:59Z [----] followers, [---] engagements


"$CRWV is literally the embodiment of this shift its building compute factories with long-term utility-style contracts (515 years). While old software companies face margin compression CoreWeave earns lease-style recurring revenue from physical compute capacity. BREAKING: The Software Era Is Over. This is not an update. It is an obituary. The fantasy of asset-light high-margin software has collapsed under the weight of its own ambition. We have crossed the threshold. The cloud is now a power grid. THE DATA THAT ENDS THE DEBATE: - BREAKING: The Software Era Is Over. This is not an update. It is"  
[X Link](https://x.com/ehrazahmedd/status/1982507957695942902)  2025-10-26T18:01Z [----] followers, [----] engagements


"@roberto45580514 [--] billion ARR ahahhahhahahahahha"  
[X Link](https://x.com/ehrazahmedd/status/1982732495629197467)  2025-10-27T08:53Z [----] followers, [--] engagements


"Bitcoin Wyckoff distribution. $BTC @finance_camel @TonyTheBullCMT @PeterLBrandt"  
[X Link](https://x.com/ehrazahmedd/status/1982796754056532302)  2025-10-27T13:09Z [----] followers, [---] engagements


"$CRWV IBM $IBM CEO Arvind Krishna: "A thing that we haven't talked about but it's certainly no secret for example we are one of CoreWeave's $CRWV large clients. We also tend to use a lot of infrastructure at AWS at Azure as well as at GCP." $AMZN $MSFT $GOOG IBM $IBM CEO Arvind Krishna: "A thing that we haven't talked about but it's certainly no secret for example we are one of CoreWeave's $CRWV large clients. We also tend to use a lot of infrastructure at AWS at Azure as well as at GCP." $AMZN $MSFT $GOOG"  
[X Link](https://x.com/ehrazahmedd/status/1982806593960853942)  2025-10-27T13:48Z [----] followers, [---] engagements


"$CRWV $CORZ Seeing the sentiment about the upcoming vote the price action should be the opposite. But it isn't. Th tape doesn't lie. It says the merger is on"  
[X Link](https://x.com/ehrazahmedd/status/1982812896036880878)  2025-10-27T14:13Z [----] followers, [----] engagements


"$SPY [---] days and 10% left in the tank. @finance_camel @PeterLBrandt @TonyTheBullCMT"  
[X Link](https://x.com/ehrazahmedd/status/1983152880057233658)  2025-10-28T12:44Z [----] followers, [---] engagements


"@mikealfred This is actually great if youre holding underowned high beta microcap BTC proxies like $ASST. While BTC ranges market will start hunting for volatility elsewhere just like in [----]. Except it wont be in altcoins this time but in microcap DATs etc"  
[X Link](https://x.com/ehrazahmedd/status/1985223378828177429)  2025-11-03T05:51Z [----] followers, [----] engagements


"WTAF END SCENE *OpenAI Would Like Federal Backstop For Data Center Investments CFO Says -- WSJ END SCENE *OpenAI Would Like Federal Backstop For Data Center Investments CFO Says -- WSJ"  
[X Link](https://x.com/ehrazahmedd/status/1986203021894987831)  2025-11-05T22:44Z [----] followers, [---] engagements


"Forget the shitty numbers this 'non profit' going public is disastrous. Investors in the company will be suddenly aligned with the idea of the company pursuing dangerous tech as long as it is profitable. We'll be funding and cheerleading our own irrelevance in society. 'A useless class' dependent on UBI aided by untethered money printing and hyperflation. A socio-economic collapse of global society and as a species in general"  
[X Link](https://x.com/ehrazahmedd/status/1986392598894780654)  2025-11-06T11:17Z [----] followers, [--] engagements


"@Geek_of_Nature_ That is almost a given. They want a fed backstop for data center buildouts what could be a more clearer sign But for now party like it's late [----] lol"  
[X Link](https://x.com/ehrazahmedd/status/1986393749296239052)  2025-11-06T11:22Z [----] followers, [--] engagements


"Govt shutdown = Lower government spending = Lower inflation = Fed panic cuts 50bps in Dec"  
[X Link](https://x.com/ehrazahmedd/status/1986713926768410760)  2025-11-07T08:34Z [----] followers, [---] engagements


"Or if the Fed is going in blind with no CPI or jobs data J Pow may even pause Watch the leading AI names they'll sniff out liquidity first if the government is on the verge of reopening"  
[X Link](https://x.com/ehrazahmedd/status/1986714366981689759)  2025-11-07T08:36Z [----] followers, [---] engagements


"I feel OpenAI wants to control the pricing layer of compute in the future through APIs and developer platform integration not own infrastructure layer necessarily. If $CRWV sells GPU hour at $3/hr they may earn approx 2035% margin But if OpenAI repackages that into say 'GPT fine-tune compute' they can resell it at $15/hr. Margins 7090%. OpenAI is really so short on compute that it has to start dropshipping compute to other companies. https://t.co/lEvnDkadLf OpenAI is really so short on compute that it has to start dropshipping compute to other companies. https://t.co/lEvnDkadLf"  
[X Link](https://x.com/ehrazahmedd/status/1986721145996128524)  2025-11-07T09:03Z [----] followers, [---] engagements


"Btc eth outperforming spy and qqq today 👀"  
[X Link](https://x.com/ehrazahmedd/status/1986825468608442441)  2025-11-07T15:57Z [----] followers, [---] engagements


"$MSTR $BMNR showing relative strength. Btc eth outperforming spy and qqq today 👀 Btc eth outperforming spy and qqq today 👀"  
[X Link](https://x.com/ehrazahmedd/status/1986830085513777652)  2025-11-07T16:16Z [----] followers, [---] engagements


"Bruh 💀💀 In a new podcast Sam Altman says: " When something gets sufficiently huge . the federal government is kind of the insurer of last resort as we've seen in various financial crises . given the magnitude of what I expect AI's economic impact to look like I do think the https://t.co/LX8TzYTvBK In a new podcast Sam Altman says: " When something gets sufficiently huge . the federal government is kind of the insurer of last resort as we've seen in various financial crises . given the magnitude of what I expect AI's economic impact to look like I do think the https://t.co/LX8TzYTvBK"  
[X Link](https://x.com/ehrazahmedd/status/1987403793630421229)  2025-11-09T06:16Z [----] followers, [---] engagements


"Yeah IRENs deal looks big because the revenue number is big. But the unit economics are weak the risk is on IRENs balance sheet & the margins are capped. $CRWV & $NBIs own the value layer. $IREN is being boxed into the commodity layer. This is not even the same business model"  
[X Link](https://x.com/ehrazahmedd/status/1987416862444167655)  2025-11-09T07:07Z [----] followers, [---] engagements


"$RKLB Rocket Lab - Data centers in space the next trillion-dollar AI infrastructure shift. A structural shift is beginning in the AI compute industry: the migration of AI workloads first inference then training.into space. This shift is being driven by multiple megaforces: [--]. Fundamental physics advantages of space for compute: Perpetual solar irradiance. Vacuum-enabled cooling. High-speed laser networking. No land permitting or geopolitical constraints. [--]. Macro signals from leading technologists and capital allocators: Gavin Baker: The most important thing to happen in the world in the next"  
[X Link](https://x.com/ehrazahmedd/status/1999129236788154469)  2025-12-11T14:48Z [----] followers, [----] engagements


"$RKLB price action analysis. If this narrative catches on Rocket Lab is no longer a launch company; it is an orbital compute infrastructure company the stock gets instantly rerated like how $PLTR got rerated after AIP and $NVDA after ChatGPT"  
[X Link](https://x.com/ehrazahmedd/status/1999458375072121309)  2025-12-12T12:36Z [----] followers, [---] engagements


"$IREN $CRWV $NBIS"  
[X Link](https://x.com/ehrazahmedd/status/2000977149503955309)  2025-12-16T17:11Z [----] followers, [---] engagements


"AI electricity demand is rising faster than grid expansion. Data centers are politically contentious (rates water land). Nuclear and transmission are decade-scale solutions. Hyperscalers seek unconstrained sovereign non-voter-exposed capacity. Orbital compute becomes a pressure valve not a replacement"  
[X Link](https://x.com/ehrazahmedd/status/2001251180958392486)  2025-12-17T11:20Z [----] followers, [--] engagements


"If orbital compute does not beat Earth on cost it must win on something else. That something else is deployability under constraint: No grid interconnects. No permitting timelines. No water consumption. No voters or ratepayers. No geopolitical choke points"  
[X Link](https://x.com/ehrazahmedd/status/2001252310060818594)  2025-12-17T11:25Z [----] followers, [---] engagements


"Note: AI Neoclouds ( $CRWV $NBIS $IREN) live in credit markets. Expansion = more debt. Debt reprices every cycle. When rates spike equity collapses. This is exactly what we've been seeing recently"  
[X Link](https://x.com/ehrazahmedd/status/2001281636353429607)  2025-12-17T13:21Z [----] followers, [---] engagements


"Stocks ran ahead of credit. Credit pulled them back to reality. This is not company-specific risk. This is business-model risk. Market priced AI infra as growth. Credit priced it as a balance sheet stress test. Now here's the harsh truth - Neoclouds exist only because hyperscalers are temporarily constrained. $CRWV $NBIS $IREN https://twitter.com/i/web/status/2001616344756949139 https://twitter.com/i/web/status/2001616344756949139"  
[X Link](https://x.com/ehrazahmedd/status/2001616344756949139)  2025-12-18T11:31Z [----] followers, [---] engagements


"Temporarily constrained doesnt mean short it means non-instantly solvable. Power generation can scale over decades. AI/HPC demand is scaling over quarters. Grid build-out requires: permits transmission land favourable political narrative financing Those are rate-limiters not theoretical limits. Yes AI appetite will outpace generation for many years thats exactly the point. While that gap exists marginal compute seeks unconstrained capacity not cheapest capacity. Temporary = until grids transmission and politics catch up. That window is long enough to justify ALTERNATIVE scaling paths (incl."  
[X Link](https://x.com/ehrazahmedd/status/2001628321373622673)  2025-12-18T12:19Z [----] followers, [--] engagements


"Bear flag on the $VIX. Makes sense VIX resolves lower first. Then spikes later when positioning is max complacent. So timing-wise a final VIX flush fits very well"  
[X Link](https://x.com/ehrazahmedd/status/2001994132714303708)  2025-12-19T12:32Z [----] followers, [---] engagements


"RSI (monthly) at [--] confirms loss of strength. This is bear market RSI behavior not bullish consolidation. Base case for $DXY: Breakdown from the rising wedge. Slow bleed then sharp unwind. Targets over time: [--] [--] mid-80s"  
[X Link](https://x.com/ehrazahmedd/status/2001995378003173596)  2025-12-19T12:37Z [----] followers, [---] engagements


"$SPY This is not "bear porn". This is exactly the Tyler Jenkins 'Hyperwave' template. And thats why its so unsettling. Even late-cycle RSI breakout is dangerous happens after a parabolic price phase. RSI breaks out but immediately rolls over. Each push higher has less follow-through. The RSI trendline is downward sloping This is terminal behavior. @camelfinance @PeterLBrandt @TonyTheBullCMT"  
[X Link](https://x.com/ehrazahmedd/status/2002001747150352446)  2025-12-19T13:03Z [----] followers, [----] engagements


"$SPY Tops form when price stops accelerating not when it collapses. This does NOT automatically mean crash now. There are two types of tops: [--]. Emotional tops: Fast blow-off vertical then collapse. This is not that. [--]. Structural / cyclical tops: Long sideways distribution Multiple failed breakouts Momentum decay THEN breakdown. It is a process not an event. @camelfinance @PeterLBrandt @tomthetrader1 $SPY This is not "bear porn". This is exactly the Tyler Jenkins 'Hyperwave' template. And thats why its so unsettling. Even late-cycle RSI breakout is dangerous happens after a parabolic price"  
[X Link](https://x.com/ehrazahmedd/status/2002822022523675093)  2025-12-21T19:22Z [----] followers, [---] engagements


"$VIX Trendline support double bottom and bullish divergence on the RSI. Friday looked like a short covering rally as Oracle CDS cooled off because of an imminent Tiktok deal. But structural issues for the AI trade remain - politics and rising unemployment"  
[X Link](https://x.com/ehrazahmedd/status/2003096229027414213)  2025-12-22T13:32Z [----] followers, [---] engagements


"@amitisinvesting You missed $CRCL - The $18B company moving trillions"  
[X Link](https://x.com/ehrazahmedd/status/2003784118719615208)  2025-12-24T11:05Z [----] followers, [---] engagements


"@leadlagreport Theory: Oil eventually catches up violently. Silver stays bid. Inflation narrative returns with a lag. Silver was right early Something breaks (credit banks FX sovereign debt) Oil rolls further after the event Historically silver leads breaks not booms"  
[X Link](https://x.com/ehrazahmedd/status/2004894556865859856)  2025-12-27T12:38Z [----] followers, [---] engagements


"@amitisinvesting Commoditization risk. $OSS lacks ownership of: Spectrum. Networks. Airspace permissions. Autonomy orchestration. Control layers. Regulatory choke points. They sit inside someone elses system"  
[X Link](https://x.com/ehrazahmedd/status/2011038050131013778)  2026-01-13T11:30Z [----] followers, [---] engagements


"@bennybigbull @amitisinvesting I really like the business - rugged hardware advantage long product cycles Defence visibility due to quality. But the TAM is very limited AND since $OSS revenue often lives under another brands program it's stock upside is tied to others winning contracts"  
[X Link](https://x.com/ehrazahmedd/status/2011058036308394426)  2026-01-13T12:49Z [----] followers, [---] engagements


"@KillaXBT Its just a bull flag consolidation"  
[X Link](https://x.com/ehrazahmedd/status/2012904621128515734)  2026-01-18T15:07Z [----] followers, [----] engagements


"$IREN she's beautiful"  
[X Link](https://x.com/ehrazahmedd/status/2014717210338673089)  2026-01-23T15:09Z [----] followers, [----] engagements


"I said the same thing about $NBIS at $40 as to how it was differentiated from the rest and a very special company. Nobody paid attention. $CRWV too is equally misunderstood today. The degens can keep chasing speculative AI/BTC miners. I'll stick with fundamental investing"  
[X Link](https://x.com/ehrazahmedd/status/1971200172135940332)  2025-09-25T13:08Z [----] followers, [---] engagements


"@Se_bo92 What's $BTMR"  
[X Link](https://x.com/ehrazahmedd/status/1971203819926372794)  2025-09-25T13:23Z [----] followers, [---] engagements


"Send it $CRWV $CWVX"  
[X Link](https://x.com/ehrazahmedd/status/1976643756259738089)  2025-10-10T13:39Z [----] followers, [---] engagements


"SMOKING HOT 🔥 $CRWV $CWVX"  
[X Link](https://x.com/ehrazahmedd/status/1978833004966396098)  2025-10-16T14:38Z [----] followers, [---] engagements


"$BTC one final flush to 101k at 50wk SMA"  
[X Link](https://x.com/ehrazahmedd/status/1979134612602323233)  2025-10-17T10:37Z [----] followers, [---] engagements


"It's time. for a lockout rally"  
[X Link](https://x.com/ehrazahmedd/status/2016690913805058458)  2026-01-29T01:52Z [----] followers, [---] engagements


"@elonmusk The North remembers. And I'm next. ❄⚔ @grok"  
[X Link](https://x.com/ehrazahmedd/status/2018224065056739528)  2026-02-02T07:24Z [----] followers, [---] engagements


"@elonmusk @grok Winterfell secured. The realm is next"  
[X Link](https://x.com/ehrazahmedd/status/2018224803925426356)  2026-02-02T07:27Z [----] followers, [--] engagements


"$PYPL back to IPO price. Wild $PYPL price action looks scary man. Are we really sure things are okay with the company https://t.co/yAkoKojs0X $PYPL price action looks scary man. Are we really sure things are okay with the company https://t.co/yAkoKojs0X"  
[X Link](https://x.com/ehrazahmedd/status/2018675562856808859)  2026-02-03T13:18Z [----] followers, [---] engagements


"@PLTRs_Palantir Market was just dumb to club it with SaaS and sell it off. $PLTR tech is not fancy UI and dashboards which can be vibe coded away. It is mission critical software so deeply embedded it can never be replaced. $MSFT should be terrified of these earnings"  
[X Link](https://x.com/ehrazahmedd/status/2018676860729618705)  2026-02-03T13:24Z [----] followers, [---] engagements


"Got stopped out of $IREN 2x bought back into $ONDS 2x and holding since yesterday. All in and ready for the second round. Chart's beautiful classic breakout-retest-resumption"  
[X Link](https://x.com/ehrazahmedd/status/2018680737650659624)  2026-02-03T13:39Z [----] followers, [--] engagements


"@KillaXBT If BTC comfortably holds above 7475k on pullback front-run confirmed"  
[X Link](https://x.com/ehrazahmedd/status/2018912861431714172)  2026-02-04T05:01Z [----] followers, [--] engagements


"2020: BTC must revisit 3k - it stopped at 3.8k. 2022: "BTC must revisit 12k" - it stopped at 15.5k. Now: BTC must go to 60k- it stalled at 72k. When a level is structurally obvious it often becomes the level that never trades. Markets dont reward consensus pain. And right now the 60k price targets are too loud too crowded. https://twitter.com/i/web/status/2018914284185763858 https://twitter.com/i/web/status/2018914284185763858"  
[X Link](https://x.com/ehrazahmedd/status/2018914284185763858)  2026-02-04T05:07Z [----] followers, [--] engagements


"$BTC maximum downside 20% upside 150%"  
[X Link](https://x.com/ehrazahmedd/status/2019389505686630548)  2026-02-05T12:35Z [----] followers, [--] engagements


"@KillaXBT @cz_binance Him and capo are the contrarian signals"  
[X Link](https://x.com/ehrazahmedd/status/2019473542862049581)  2026-02-05T18:09Z [----] followers, [---] engagements


"@dampedspring If its a ponzi why buy it If its not why lie about it Pick one"  
[X Link](https://x.com/ehrazahmedd/status/2019649361035333848)  2026-02-06T05:48Z [----] followers, [---] engagements


"@DeepValue47 Chapter [--]. [--] months. 💀"  
[X Link](https://x.com/ehrazahmedd/status/2020361183782744466)  2026-02-08T04:56Z [----] followers, [--] engagements


"$RKLB 'Livermore accumulation cylinder' 👀"  
[X Link](https://x.com/ehrazahmedd/status/2020816727328645552)  2026-02-09T11:07Z [----] followers, [---] engagements


"$HIMS Wave [--]. Scary enough $HIMS is done a hyperwave stock now in wave [--]. Finally Wave [--] will be scary. https://t.co/pIHSsEwbcK $HIMS is done a hyperwave stock now in wave [--]. Finally Wave [--] will be scary. https://t.co/pIHSsEwbcK"  
[X Link](https://x.com/ehrazahmedd/status/2020859160850571339)  2026-02-09T13:55Z [----] followers, [---] engagements


"People buy $MSTR for convexity. You can't as an individual borrow at near-zero real rates or issue converts at premium or roll debt indefinitely against BTC collateral or issue digital credit like $STRC to accumulate more Bitcoin. Saylor can. By buying MSTR you are in essence renting his balance sheet. Besides @saylor buys OTC because he doesnt want to move the spot market not because he enjoys overpaying. https://twitter.com/i/web/status/2020945732245782810 https://twitter.com/i/web/status/2020945732245782810"  
[X Link](https://x.com/ehrazahmedd/status/2020945732245782810)  2026-02-09T19:39Z [----] followers, [---] engagements


"@minchoi @grok Imagine. [--] line prompt. CC: @elonmusk"  
[X Link](https://x.com/ehrazahmedd/status/2021803252946452765)  2026-02-12T04:27Z [----] followers, [---] engagements


"@grok @minchoi @elonmusk It wasn't Seedance it was you"  
[X Link](https://x.com/ehrazahmedd/status/2021804868500115584)  2026-02-12T04:33Z [----] followers, [--] engagements


"$ONDS latest investor presentation. TL:DR - Theyre pitching multi-domain autonomy platform integrating aerial ground ISR strike and counter-UAS under one command layer. Thats Anduril language. Now the strategic question: Is this the start of a multi-year defense autonomy cycle The policy slide (Page 10) suggests yes. Global geopolitics suggests yes. Procurement shifts suggest yes. https://content.equisolve.net/ondas/sec/0001213900-26-014622/for_pdf/ea027651601ex99-1_ondas.htm https://content.equisolve.net/ondas/sec/0001213900-26-014622/for_pdf/ea027651601ex99-1_ondas.htm"  
[X Link](https://x.com/ehrazahmedd/status/2021936410694234518)  2026-02-12T13:16Z [----] followers, [---] engagements


"Behind a paywall but I would rather read $PLTR customer testimonials. Anyway in a risk off environment price will do what it does. Palantir didn't win because of fancy dashboards or a charismatic CEO it won because of embedding software inside live operations connecting data to decision to action by being in the loop not on the screen. However the big question the market is now asking is whether Palantir can remain indispensable when decisions are executed autonomously by machines and not humans Because the environment has changed. Agentic AI + autonomy shifts the stack. We're moving from:"  
[X Link](https://x.com/ehrazahmedd/status/2022182285940830652)  2026-02-13T05:33Z [----] followers, [---] engagements


"Send it $ONDS"  
[X Link](https://x.com/anyuser/status/2022326197993267676)  2026-02-13T15:05Z [----] followers, [---] engagements


"$ONDS Must read. https://t.co/ma175FH9U6 https://t.co/ma175FH9U6"  
[X Link](https://x.com/anyuser/status/2022336399463305502)  2026-02-13T15:45Z [----] followers, [---] engagements


"@gabz_investing @fundstrat Eth narrative narrative is [--] years old"  
[X Link](https://x.com/ehrazahmedd/status/2023062958289649802)  2026-02-15T15:52Z [----] followers, [--] engagements


"Everyone is locked on to this chart and calling for the bottom to be in. But what they don't know is 'ratios' dont bottom like stocks. They bottom when relative pain exhausts not when RSI looks oversold. Only three things will confirm a bottom in BTC: [--]. Ratio stops making lower lows while BTC price stabilizes. [--]. Gold stalls or rolls over without BTC dumping. [--]. A higher low on the ratio even if price chops. https://twitter.com/i/web/status/2023252737543266806 https://twitter.com/i/web/status/2023252737543266806"  
[X Link](https://x.com/ehrazahmedd/status/2023252737543266806)  2026-02-16T04:26Z [----] followers, [----] engagements


"$ONDS Following successful deployment - this is post-validation spend not experimentation. Incase you didn't know airports are among the hardest buyers they are regulation-heavy risk-averse with long procurement cycles. But once one major international airport deploys others copy. This is classic reference-customer flywheel. PS: Civil infrastructure = non-cyclical demand. Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd Ondas secured a new multi-million"  
[X Link](https://x.com/anyuser/status/2022368889833943518)  2026-02-13T17:54Z [----] followers, [----] engagements


"My $ONDS master investment thesis. Nearly [--] pages long. Should I post it"  
[X Link](https://x.com/anyuser/status/2023068194156806471)  2026-02-15T16:13Z [----] followers, [----] engagements


"REGIME SHIFT. ( $ONDS ) Defense isnt expensive because multiples expanded randomly. Its expensive because Defense moved from cyclical industrial to strategic infrastructure. Budgets went from discretionary to non-optional. Demand visibility went from [--] years to decade-long. That structurally deserves higher base multiples than old-cycle aerospace. The floor multiple for defense has moved up. That part is real and sticky. Defense stocks a part of industrials have never been pricier. https://t.co/1j8klbI5Uf Defense stocks a part of industrials have never been pricier. https://t.co/1j8klbI5Uf"  
[X Link](https://x.com/anyuser/status/2023250944981713234)  2026-02-16T04:19Z [----] followers, [---] engagements


"@bindureddy @ViralOps_ Man vs nature. No rules. No mercy"  
[X Link](https://x.com/ehrazahmedd/status/2023256643929292877)  2026-02-16T04:42Z [----] followers, [---] engagements


"@RealMattMoney @michaeljburry What are the polymarket odds of Burry going bust on his $PLTR short Quite high I suppose lol"  
[X Link](https://x.com/ehrazahmedd/status/2022542180716584976)  2026-02-14T05:23Z [----] followers, [----] engagements


"Read. $ONDS $PLTR https://t.co/IwibPeM6b8 https://t.co/IwibPeM6b8"  
[X Link](https://x.com/ehrazahmedd/status/2022293094826492064)  2026-02-13T12:53Z [----] followers, [---] engagements


"$PLTR Massive higher low. Uptrend still very much intact"  
[X Link](https://x.com/anyuser/status/2022347480466387440)  2026-02-13T16:29Z [----] followers, [---] engagements


"Traders are positioning for a higher probability that tariffs stay. USD strength + capital concentration = U.S. equities grind higher just like last time confusing everyone. EM gets hit hardest. Gold chops. Silver and BTC weaken. We are a week away from SCOTUS potentially issuing a decision on presidential powers over tariffs. This week's COT Report data show that the big "commercial" traders of euro currency futures are racing to increase their net short position. https://t.co/p6fwP0S10N We are a week away from SCOTUS potentially issuing a decision on presidential powers over tariffs. This"  
[X Link](https://x.com/anyuser/status/2022524566162325920)  2026-02-14T04:13Z [----] followers, [---] engagements


"Man vs nature. No rules. No mercy"  
[X Link](https://x.com/anyuser/status/2023256766377840896)  2026-02-16T04:42Z [----] followers, [---] engagements


"@draecomino @CathieDWood @ARKInvest Shouldnt have sold $NVDA then"  
[X Link](https://x.com/ehrazahmedd/status/1661935871086723072)  2023-05-26T03:22Z [----] followers, [---] engagements


"@AliciaVandijk1 @alex_avoigt Now they dont but in the beginning they did. All the transformational companies have to to hasten the adoption to new emerging technologies. Ten years from now Tesla wont cut prices either. PS: Auto sec is far more dependent on int rates than a smaller ticket item like a 📱"  
[X Link](https://x.com/ehrazahmedd/status/1691408456308195330)  2023-08-15T11:16Z [---] followers, [--] engagements


"@alex_avoigt Legacy auto has no chance in an innovation race against the most disruptive and the biggest AI company in the world which makes robots that just happen to look like cars"  
[X Link](https://x.com/ehrazahmedd/status/1693548164119449719)  2023-08-21T08:58Z [---] followers, [---] engagements


"@mikealfred Dumped 12% this week on highest volume YTD. Below [--] [--] [---] 30wk. Extremely oversold on daily yet no follow up buying. Fiat rails are broken new money not able to come in to support key levels. ETF can be the only savior which can bring the new money in"  
[X Link](https://x.com/bullsandbearss/status/1694009070737633715)  2023-08-22T15:30Z [---] followers, [---] engagements


"@amitisinvesting Itll get there bro PALANTIR has the backing of the most powerful government in the world. I mean just look at the price action despite 13% growth & terrible macro its so bloody strong. When the growth reaccelerates with some favourable macro tailwinds. Rocket ship"  
[X Link](https://x.com/ehrazahmedd/status/1694165373820481732)  2023-08-23T01:51Z [---] followers, [--] engagements


"@leadlagreport From erections come corrections. $NVDA"  
[X Link](https://x.com/ehrazahmedd/status/1694670822143861220)  2023-08-24T11:19Z [----] followers, [----] engagements


"Whatever method you use to pick stocks or stock mutual funds your ultimate success or failure will depend on your ability to ignore the worries of the world long enough to allow your investments to succeed. - Peter Lynch"  
[X Link](https://x.com/ehrazahmedd/status/1694680413464355018)  2023-08-24T11:57Z [---] followers, [--] engagements


"@dawglb04 @leadlagreport Possible. Unless theyre dumb enough to pull an $etsy and buyback at the top. Odd to see them announce a buyback during hyper growth phase coupled with explosive demand"  
[X Link](https://x.com/ehrazahmedd/status/1694739599036457033)  2023-08-24T15:53Z [---] followers, [--] engagements


"@DdEmerging On above average volume. Thats never good. Suggests the selling pressure will only increase from here on. Good for long term holders and believers. Might get a rare opportunity to add more for less"  
[X Link](https://x.com/ehrazahmedd/status/1694881120473764014)  2023-08-25T01:15Z [---] followers, [--] engagements


"@leadlagreport If you look back in history charts and price movements never change only the names on them do. What does $NVDA remind us of Apart from $CSCO ofcourse"  
[X Link](https://x.com/ehrazahmedd/status/1694881989676109913)  2023-08-25T01:18Z [---] followers, [---] engagements

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