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# ![@k2__investment Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1867753471463526400.png) @k2__investment Karol Kozicki

Karol Kozicki posts on X about $nvda, china, ai, just a the most. They currently have XXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1867753471463526400/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1867753471463526400/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +399%

### Mentions: XX [#](/creator/twitter::1867753471463526400/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1867753471463526400/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +228%

### Followers: XXX [#](/creator/twitter::1867753471463526400/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1867753471463526400/c:line/m:followers.svg)

- X Week XXX +18%
- X Month XXX +128%

### CreatorRank: XXXXXXX [#](/creator/twitter::1867753471463526400/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1867753471463526400/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4572 [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #2780 [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX% [vc firms](/list/vc-firms)  XXXX% [celebrities](/list/celebrities)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #207, [china](/topic/china) #1345, [ai](/topic/ai) 4.23%, [just a](/topic/just-a) 2.82%, [liquidity](/topic/liquidity) #3462, [money](/topic/money) #4283, [bullish](/topic/bullish) #572, [nvda](/topic/nvda) #188, [$2b](/topic/$2b) #31, [taiwan](/topic/taiwan) #658

**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@kobeissiletter](/creator/undefined) [@deitaone](/creator/undefined) [@unusualwhales](/creator/undefined) [@barchart](/creator/undefined) [@stockmktnewz](/creator/undefined) [@mrderivatives](/creator/undefined) [@kalshi](/creator/undefined) [@fluentinfinance](/creator/undefined) [@moninvestor](/creator/undefined) [@vivek4real](/creator/undefined) [@ashcrypto](/creator/undefined) [@slipmancurtis](/creator/undefined) [@leadingreport](/creator/undefined) [@milesjjack](/creator/undefined) [@elonmusk](/creator/undefined) [@commonsenseplay](/creator/undefined) [@ashton1nvests](/creator/undefined) [@whaleinsider](/creator/undefined) [@watcherguru](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Oklo Inc. (OKLO)](/topic/$oklo) [Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/$eth) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Synopsys, Inc. (SNPS)](/topic/$snps) [IREN Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NextEra Energy Inc (NEE)](/topic/$nee) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [GameStop, Corp. (GME)](/topic/$gme) [Adobe, Inc. (ADBE)](/topic/$adbe) [Solana (SOL)](/topic/solana) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Tesla, Inc. (TSLA)](/topic/tesla) [Pfizer, Inc. (PFE)](/topic/$pfe) [Eli Lilly and Company (LLY)](/topic/$lly) [Johnson & Johnson (JNJ)](/topic/$jnj)
### Top Social Posts
Top posts by engagements in the last XX hours

"Agreed on the 'nuclear arsenal' thesis but $OKLO is the weak link here. Seriously Its trading on pure hype with $64M in recent losses and no commercial deployment for years. If you want high-risk/high-reward with a floor that actually executes check Energy Fuels $UUUU. Theyre hitting 1M+ lbs in production guidance have a fortress balance sheet ($300M liquidity) and diversify into rare earths"  
[X Link](https://x.com/k2__investment/status/1997697011810754637)  2025-12-07T15:57Z XXX followers, 3177 engagements


"@moninvestor 100%. Thats why I hate when people ask to copy my moves. I always explain: I can share what I do but my risk tolerance and timeline are completely different from yours. You can't borrow convictionat the end of the day you have to be the one responsible for the decision"  
[X Link](https://x.com/k2__investment/status/1997349427665670318)  2025-12-06T16:56Z XXX followers, XXX engagements


"@unusual_whales This reinforces the "Silicon Shield" theory. By keeping China dependent on Taiwan-made high-end silicon (even with a XX% US tariff) the status quo in the Taiwan Strait becomes economically essential for Beijing. Its not just a sales deal could be a geopolitical leash"  
[X Link](https://x.com/k2__investment/status/1998480469629825209)  2025-12-09T19:50Z XXX followers, XXX engagements


"$GME SLIPS X% DESPITE Q3 PROFITS 📉🟢 Wall Street is selling the news focusing on the revenue slowdown rather than the efficiency. Stock is down X% after hours despite another profitable quarter and a massive crypto treasury. 💸 Revenue: $821M (Market wanted more) ✅ Net Income: $77.1M (Profitable) 💼 Op. Income: $41.3M Bitcoin: $519.4M"  
[X Link](https://x.com/k2__investment/status/1998501590958035008)  2025-12-09T21:14Z XXX followers, XXX engagements


"Paris is XXX km. BYD's new EV plant XXX km (50 mi).🤯 $BYDDF the Chinese giant is finishing up a "factory city" in Zhengzhou thats officially larger than actual world capitals. Housing schools and an endless stream of EVs included. The scale of the EV race just changed gears. 🏎⚡"  
[X Link](https://x.com/k2__investment/status/1992406267340468666)  2025-11-23T01:34Z XXX followers, XXX engagements


"@LeadingReport Replacing $2.5T in Income Tax with tariffs The math is. optimistic. But I don't mind the attempt Mr. Presidenton one condition. Don't stop there. If we're rewriting the rules cut Capital Gains Tax too"  
[X Link](https://x.com/k2__investment/status/1994225247361307050)  2025-11-28T02:02Z XXX followers, 8958 engagements


"@StockMKTNewz $ADBE at -XX% makes zero sense. Ive run the math: Revenue is up EBITDA is robust and the moat is as wide as ever. The ecosystem lock-in is real. This isn't a dying business; it's a mispriced one. When the market stops panicking quality could bounces hardest"  
[X Link](https://x.com/k2__investment/status/1994793938327093267)  2025-11-29T15:41Z XXX followers, 9824 engagements


"KALSHI: $11B VALUATION Its official. @Kalshi just raised $1B in Series E funding led by @paradigm. The craziest part They just raised a Series D in October at $5B. Thats a 2x valuation jump in X months. 🤯 $1B+ weekly volume Backed by Sequoia CapitalG a16z Now live on Solana The race for the "Truth Market" crown is over. Its a duopoly now. Are you betting on Kalshi or Polymarket in 2025 👇"  
[X Link](https://x.com/k2__investment/status/1995849596573024311)  2025-12-02T13:36Z XXX followers, XX engagements


""Zero purchase orders. Nobody wanted it." That was Jensen Huang in 2016 announcing Nvidias first AI supercomputer. Only one person saw the vision: Elon Musk. He demanded the first unit for OpenAI. Jensen hand-delivered it to him. The result of that conviction 📉 $NVDA in 2016: $16B Market Cap 📈 $NVDA Today: $4.4T Market Cap (+27000%) History is repeating itself today. Musk is now building "Colossus" with xAI the largest AI training cluster in the world (100k+ H100s) which Jensen recently called "superhuman." Generational wealth isn't found in consensus. It's found in spotting value before"  
[X Link](https://x.com/k2__investment/status/1996288017003118767)  2025-12-03T18:38Z XXX followers, XXX engagements


"$VSCO DELIVERS A TRIPLE BEAT 🚀 Victoria's Secret Q3 Recap: ✅ Top Line: $1.47B (Beat by $60M) ✅ Bottom Line: Beated estimates by $XXXX ✅ Guidance: FY25 Outlook RAISED Despite "retail headwinds" comparable sales jumped +8%. Tariff impact Managed (lowered to $90M). This is what a strong holiday setup looks like. 🛍💰"  
[X Link](https://x.com/k2__investment/status/1996918327306776750)  2025-12-05T12:23Z XXX followers, XXX engagements


"Hassett plays his game well. His call effectively seals the deal for a December cut. He knows the Fed is boxed in: labor is cooling yet inflation remains sticky above 2%. A 25bps cut provides liquidity now but easing too aggressively into a tariff-heavy 2026 risks a reinflation spike"  
[X Link](https://x.com/k2__investment/status/1996931905481040308)  2025-12-05T13:17Z XXX followers, 1211 engagements


"@KobeissiLetter Massive divergence. But with short interest this high in small caps the trade is becoming overcrowded. If the economic data stays decent and rates come down that XXX% short position could become rocket fuel for a massive "short squeeze" rally in the Russell 2000"  
[X Link](https://x.com/k2__investment/status/1997470524822213060)  2025-12-07T00:57Z XXX followers, XXX engagements


"Musk clarifies: Valuation reports "not accurate" NASA = less than X% of revenue Starlink is the undisputed cash cow Liquidity buybacks desperate fundraising. Thats a position of strength"  
[X Link](https://x.com/k2__investment/status/1997478432226017690)  2025-12-07T01:29Z XXX followers, XXX engagements


"Ah Kiyosaki amd his weekly scheduled doom prediction. 📉 Just a reality check: if that massive economic crash actually hits Bitcoin likely won't be the safety net he claims. Right now $BTC trades like a high-leverage Nasdaq playif the market tanks crypto gets hit even harder"  
[X Link](https://x.com/k2__investment/status/1997490757834281017)  2025-12-07T02:18Z XXX followers, XXX engagements


"🚨 GRID SCALE A massive new $450M energy storage system is now operational in Victoria Australia. 🔋 XXX @Tesla Megapacks ⚡ XXX MW / XXX GWh Capacity 🏗 3x Toshiba 500kV Transformers Time-shifting. The hub soaks up excess solar & wind during the day (cheap) and deploys it during evening peaks (high value). Teslas energy division is quietly becoming a juggernaut. Q3 2025 Data: Record XXXX GWh deployed (+81% YoY). Storage is no longer a science experiment; its critical infrastructure. Reliable assets. Real utility. $TSLA"  
[X Link](https://x.com/k2__investment/status/1997496904947544563)  2025-12-07T02:42Z XXX followers, XXX engagements


"Big win for Big Pharma in China. $LLY $PFE and $JNJ just secured spots on Chinas first-ever "Innovative Drug Catalog." The List: XX high-value medicines covering critical areas like Cancer and Alzheimers. The Alpha: Unlike the state insurance list (which demands deep price cuts) this new commercial catalog opens a channel for premium pricing and higher margins in a massive aging market. Strategic unlock for Western pharma"  
[X Link](https://x.com/k2__investment/status/1997682469072412783)  2025-12-07T14:59Z XXX followers, XXX engagements


"🚨 MASSIVE WEEK FOR U.S. MARKETS Volatility is incoming. All eyes are on Wednesday.👀 📉 Tues: NFIB Small Biz ADP Jobs JOLTS Openings 🔥 Wed: Employment Cost Index FED RATE DECISION 📊 Thurs: Jobless Claims Trade Balance 💡 Why the Fed Decision Matters: Its simple: Lower Rates = Cheaper Money. When the Fed cuts rates borrowing costs drop for businesses. This typically boosts profits and makes stocks more attractive than bonds. ⚠ But watch the trap: We might see a classic "Buy the Rumor Sell the News." Markets often price in the cut before it happens. Don't be shocked if the actual"  
[X Link](https://x.com/k2__investment/status/1997693177671627123)  2025-12-07T15:42Z XXX followers, XXX engagements


"Classic market irony: When official institutions leave the square to 'control the narrative' the public instinctively rushes in to see what theyre missing. X isn't just an app anymore; in countries like Denmark and Cyprus its becoming the only alternative to the 'official' story. Freedom is a growth metric"  
[X Link](https://x.com/k2__investment/status/1997702244293062715)  2025-12-07T16:18Z XXX followers, XXX engagements


"Sunday Dump 📉 then Pump 📈. $BTC reclaims $90k. $ETH back over $3k. This wasn't a market crashit was a leverage flush. Longs got liquidated on the drop shorts got wrecked on the V-shape recovery. The weekend volatility exists to wipe out the over-leveraged. Spot holders just chill. ☕"  
[X Link](https://x.com/k2__investment/status/1997719419309420549)  2025-12-07T17:26Z XXX followers, XXX engagements


"🚨 Bond Vigilantes vs. AI Spenders The era of unchecked AI spending is hitting a financial wall. By the BofA/Hartnett Reality "Bond vigilantes" are now the unofficial regulators of AI growth. With Hyperscaler capex set to explode from $240B (2024) to $540B (2026) the bond market is finally saying: "Show us the returns or slow down." Why it matters:👇 With the 10-Year Yield hovering XXXX% debt is expensive. The market will punish companies burning cash without immediate ROI. The Play: Rotate from Spenders (Infrastructure builders) ➡ Adopters (Companies using AI for productivity). 👀 Watch This"  
[X Link](https://x.com/k2__investment/status/1997763211374776664)  2025-12-07T20:20Z XXX followers, XX engagements


""Combat-proven" is the ultimate R&D validation. Ondas investing in Drone Fight Group brings battle-tested Ukrainian systems to the US market. The key here is NDAA complianceunlocking massive US Gov contract potential. Bullish step for the $ONDS defense ecosystem. 🚀"  
[X Link](https://x.com/k2__investment/status/1998029910850634123)  2025-12-08T14:00Z XXX followers, XXX engagements


"$PATH 🚀 Up +5% today and +40% this week. Here is why the market is suddenly paying attention: Profitability Flip: They just posted their first-ever GAAP profitable quarter. Huge milestone. AI Narrative Shift: They aren't the victim of AI; they are the platform for AI Agents. The Beat: Crushed revenue estimates with $411M (+16% YoY). From "growth at all costs" to "profitable growth." The thesis just got a lot cleaner.🦾"  
[X Link](https://x.com/k2__investment/status/1998043111658782897)  2025-12-08T14:52Z XXX followers, XXX engagements


"India is back online ⚡ After a 2-year pause Coinbase $COIN has officially reopened app registration in India. The details: ✅ Sign-ups are live now. 💱 Crypto-to-crypto trading is open. 💰 Full cash (INR) support targeting 2026. A massive step for global adoption in one of the world's biggest markets"  
[X Link](https://x.com/k2__investment/status/1998044190052061197)  2025-12-08T14:57Z XXX followers, XXX engagements


"🚨 MAJOR $NVDA UPDATE Semafor reports the US is moving to approve Nvidias H200 chip sales to China with Commerce Secretary Howard Lutnick reportedly backing the move. If confirmed by the Trump Admin this is a massive shift. What it means for Nvidia: Revenue Floodgates Open: China was historically 20-25% of Nvidias data center revenue. Re-opening this market could add billions to the bottom line almost overnight. Crushing Competition: Domestic Chinese rivals (like Huawei/Moore Threads) were gaining ground while Nvidia was locked out. The H200 return kills their momentum. New ATH Catalyst: The"  
[X Link](https://x.com/k2__investment/status/1998093210824912957)  2025-12-08T18:11Z XXX followers, 1126 engagements


"@StockSavvyShay This is massive. People forget China used to make up XX% of Nvidia's data center revenue. Bringing that market back isn't just a bonusit completely changes the valuation models. The market priced $NVDA as if China was gone forever"  
[X Link](https://x.com/k2__investment/status/1998094367404527830)  2025-12-08T18:16Z XXX followers, XXX engagements


"@unusual_whales Basically the floodgates are opening. Ig confirm $NVDA gets access to billions in sales that were illegal yesterday. Its pure upside that wasn't priced into the stock"  
[X Link](https://x.com/k2__investment/status/1998094678332481676)  2025-12-08T18:17Z XXX followers, XXX engagements


"🚨 BREAKING: President Trump just dropped a bombshell for the semiconductor world. The Deal: $NVDA (and peers like $AMD $INTC) get the green light to ship high-end H200 chips to approved clients in China. A XX% "fee" on these sales goes directly to the U.S. Treasury. "Clasic Trump" Deal Instead of a total blockade its a revenue-sharing model"  
[X Link](https://x.com/k2__investment/status/1998146784024002779)  2025-12-08T21:44Z XXX followers, XXX engagements


"Agreed. The "4-year cycle" narrative is cooked and people who believe in calendar events are missing reality. Personally I see the real upside in $ETH right now; its literally becoming the "plumbing" for Wall Streets tokenization push. But lets be real: the classic "Altseason" will never happen again . Theres too much dilution and too many useless shitcoins for everything to pump. Capital will going to stick to qualitylike $SOL and $LINK"  
[X Link](https://x.com/k2__investment/status/1998178452063564169)  2025-12-08T23:50Z XXX followers, XXX engagements


""I want everyone to assume China is a bonus." Jensen Huang just completely de-risked the China narrative on live TV. While announcing a strategic $2B stake in Synopsys $SNPS he made the new reality clear: Demand is skyrocketing globally (Blackwell is sold out). 🚀 Supply is the only real bottleneck. China Thats just free upside. $NVDA isn't waiting around. It's building narrative. 🐂"  
[X Link](https://x.com/k2__investment/status/1995512721815613466)  2025-12-01T15:18Z XXX followers, 45K engagements


"$IREN refinancing $2B in debt is a classic "rip the band-aid" move. 1.Retire old 2029-30 notes 🛑 2.Issue new 2032-33 notes You take the near-term dilution hit now to clear the deck. Long-term overhang is reduced and maturities are pushed way out. Clean slate for the next cycle"  
[X Link](https://x.com/k2__investment/status/1995613607493542040)  2025-12-01T21:58Z XXX followers, 98.6K engagements


"This is the BofA/Cabana forecast. Important distinction: Its technical plumbing not "money printer goes brrr" 🖨. They are splitting the $45B between natural economic growth ($20B) and fixing the reserve drain ($25B). Bullish for market stability but don't confuse it with actual QE stimulus"  
[X Link](https://x.com/k2__investment/status/1997862479460733024)  2025-12-08T02:55Z XXX followers, 2490 engagements


"@StockSavvyShay For context on the scale here: XXX GW is roughly the output of three nuclear reactors. The energy demand for these next-gen AI models is staggering. We are moving from "cloud computing" to "grid computing." $GOOGL & $NEE 🔋"  
[X Link](https://x.com/k2__investment/status/1998009338074403103)  2025-12-08T12:38Z XXX followers, XXX engagements


"$IREN just put on a CFO masterclass. They officially closed their $2.3B raise and the terms are honestly insane: Essentially Free Money: Interest rates are only XXXX% and 1.00%. Thats practically zero cost of capital. Smart Refi: They used this to wipe out old risky debt that had high rates and low conversion prices. Dilution Shield: Bought "capped calls" to protect shareholders from dilution all the way up to $82/share. The result They just extended their runway to 2032+ lowered their interest payments and secured a massive war chest to buy more GPUs/miners. Balance sheet is now a fortress"  
[X Link](https://x.com/k2__investment/status/1998161521919119504)  2025-12-08T22:43Z XXX followers, 71.3K engagements


"@KobeissiLetter Wild day. The pivot is realopening the door for $NVDA H200 sales to China is the liquidity injection almost no one priced in this fast. Jensen definitely played the long game here and won"  
[X Link](https://x.com/k2__investment/status/1998185604706943402)  2025-12-09T00:19Z XXX followers, XXX engagements


"@Barchart That $XXX target is super bullish$5.2T is a massive number But honestly if the overall market keeps its current momentum its definitely possible. Also huge plus for $AAPL is the buybacks. That constant buying pressure is a serious tailwind people often forget about"  
[X Link](https://x.com/k2__investment/status/1998235855320920474)  2025-12-09T03:38Z XXX followers, XXX engagements


"Its officially Game of Thrones: Corporate Edition. 😅 Youve got Larry Ellison ( $ORCL) calling Trump to block the Netflix deal while his sons companybacked by Kushnerlaunches a $108B hostile siege on the exact same target ( $WBD). The irony of Ellison crying 'anti-competitive' while trying to buy the whole kingdom is wild. Long popcorn and volatility. 🍿"  
[X Link](https://x.com/k2__investment/status/1998239786276970688)  2025-12-09T03:54Z XXX followers, 2602 engagements


"@KobeissiLetter This is a 'Buy Local' mandate in disguise. By forcing companies to prove domestic chips fail before they can buy $NVDA Beijing is artificially juicing demand for their own semiconductor ecosystem"  
[X Link](https://x.com/k2__investment/status/1998357939531522276)  2025-12-09T11:43Z XXX followers, 2732 engagements


"Brookfield $BAM and Qatars new AI arm (Qai) just announced a $20B joint venture to build out data centers and compute capacity. This isn't just a local playits the cornerstone of Brookfields massive $100B global AI push. The race to own the "physical backbone" of AI (energy + facilities) is heating up in the Middle East"  
[X Link](https://x.com/k2__investment/status/1998367113489121380)  2025-12-09T12:20Z XXX followers, XXX engagements


"🚨NYC Casino Licenses Awarded: The $19.5B Landscape Shift The NY Gaming Commission has officially selected its three operators for the downstate casino licenses. This concludes a multi-year race unlocking billions in CapEx and tax revenues. Here are the winners: X. Resorts World NYC (Queens) $GEBHF The Model: $7.5B expansion of existing facility. Go-to-Market: Speed. Table games operational by March 2026. Scale: Largest integrated resort in the U.S. (6k slots XXX tables). Status: Immediate cash flow generation. X. Ballys Corporation (The Bronx) $BALY The Model: $4B destination at Ferry Point"  
[X Link](https://x.com/k2__investment/status/1995533788693049479)  2025-12-01T16:41Z XXX followers, 72.7K engagements


"MAJOR CRE TRANSACTION: Blackstone Divests NYC Asset 🏢 ➡The Deal: Blackstone $BX agrees to sell The Shops at Skyview (Queens) for $425M. ➡The Buyers: A joint venture between $TPG and Acadia Realty Trust $AKR. Blackstone is recycling capital (taking profits to deploy elsewhere). Acadia/TPG are doubling down on high-traffic prime NYC real estate. The Signal: Tier X physical retail assets are still cash flow kings"  
[X Link](https://x.com/k2__investment/status/1996392362717950106)  2025-12-04T01:33Z XXX followers, XXX engagements


"@StockSavvyShay Personally holding $ONDS and $GRAB. Ondas is finally executing on deal signings (tech is real) will soon back above $XX. Grab stuck in $5s level but their Asia expansion is a beast thats just getting started"  
[X Link](https://x.com/k2__investment/status/1997281992753475986)  2025-12-06T12:28Z XXX followers, 4264 engagements


"Did he take a screenshot 😅 Talking like a market freshmanits just paper gains until you sell Howard. But seriously the setup is interesting. With the Trump admin holding a XX% stake and geopolitical risks rising in Taiwan( $TSM) $INTC could be a ultimate domestic hedge. Plus Lip-Bu Tan taking control this year finally brings the solid leadership they needed"  
[X Link](https://x.com/k2__investment/status/1997443604265001420)  2025-12-06T23:10Z XXX followers, 1003 engagements


"🚨CoreWeave $CRWV announces a $2B convertible notes offering due 2031. 📉 Stock is down X% pre-market as the market prices in the mechanics of the deal. The Facts: The Raise: $2B (plus a $300M option) to fund corporate growth. The Hedge: Using "capped call" transactions to minimize dilution for current shareholders. The Reaction: Convertible arbitrage (hedging by note buyers) often creates immediate selling pressure. The Future Risks: ⚠ Dilution is still possible: If the stock price soars above the "cap" price (TBD) new shares will be issued diluting your value. ⚠ Debt Burden: While this"  
[X Link](https://x.com/k2__investment/status/1998005564282905065)  2025-12-08T12:23Z XXX followers, XXX engagements


"@DeItaone Nothing says 'strong free market capitalism' like a recurring $XX billion government allowance because the trade strategy backfired.🤔"  
[X Link](https://x.com/k2__investment/status/1998015561817583765)  2025-12-08T13:03Z XXX followers, XXX engagements


"$NVDA $XXX AH after Trump announced that he will greenlight the sale of Nvidia's more H200 chips to China. Nvidias official response: "We applaud President Trump's decision to allow America's chip industry to compete to support high paying jobs and manufacturing in America. Offering H200 to approved commercial customers vetted by the Department of Commerce strikes a thoughtful balance that is great for America.""  
[X Link](https://x.com/k2__investment/status/1998159520216822269)  2025-12-08T22:35Z XXX followers, XXX engagements


"Good sign but keep watching the margins. For investors this XX% stat is a relief but the real test for 2026 is magnitude. We need to see AI moving from "saving a few hours" to driving actual margin expansion. If that ROI doesn't scale fast enough to match the infrastructure bill the valuation math gets tricky"  
[X Link](https://x.com/k2__investment/status/1998468857703616766)  2025-12-09T19:04Z XXX followers, XXX engagements


"@StockMKTNewz This signals a shift from "blocking" China to "managing" them. For the portfolio this is net positive for semis ( $AMD $NVDA) because it normalizes the trade flow but it keeps Taiwan firmly in the crosshairs. Expect volatility to stay high around island politics"  
[X Link](https://x.com/k2__investment/status/1998480204675879093)  2025-12-09T19:49Z XXX followers, XXX engagements


"🚨 BREAKING: SpaceX reportedly eyeing a 2026 IPO at a massive $XXX TRILLION valuation. If rumors hold true this would be the biggest listing in history. 🚀 The Numbers: 📈 2025 Rev: $15B (Projected) 💰 2026 Rev: $22B-$24B (Projected) 🏷 Target Val: $1.5T That valuation is nearly double the current $800B tender offer rumors. A 60x+ revenue multiple is aggressivebut never bet against Elon Would you buy in at $1.5T"  
[X Link](https://x.com/k2__investment/status/1998495248092377190)  2025-12-09T20:49Z XXX followers, XXX engagements


"@DeItaone Honestly never bet against the Musk premium. If they hit $15B revenue in '2025 and Starship scales up people will pay it. 1.5T sounds insane for a private company but this is basically buying the entire space economy"  
[X Link](https://x.com/k2__investment/status/1998497519135805771)  2025-12-09T20:58Z XXX followers, 1684 engagements


"@StockSavvyShay @StockMKTNewz First $NVDA gets the China green light now $PLTR secures the Navy ShipOS deal. Hardware and software both catching massive wins this week. Definitely a rough week to be a bear"  
[X Link](https://x.com/k2__investment/status/1998567131492082003)  2025-12-10T01:35Z XXX followers, 12K engagements


"The macro data is correctdata center load is the biggest grid shock in decades. But you have to separate the power plants from the PowerPoints.😅 🟢 Real Revenue: $VST $CEG $VRT $CCJ (The workhorses). 🔴 Pure Hype: $OKLO. Zero revenue zero product and years away from a working reactor. Don't confuse a $17B utility ( $VST ) with a celebrity-backed science project ( $OKLO)"  
[X Link](https://x.com/k2__investment/status/1994778547097858554)  2025-11-29T14:40Z XXX followers, 3505 engagements


"@Barchart The era of "free money" in Japan is officially over. Watch the Yen. 💴👀 And Ueda is signaling a potential rate hike (possibly as soon as Dec 18-19)😬"  
[X Link](https://x.com/k2__investment/status/1996090279640646137)  2025-12-03T05:33Z XXX followers, 3967 engagements


"@StockSavvyShay Does this kill the bear case for $NVDA Hard to see how they don't crush earnings with the China door re-opened"  
[X Link](https://x.com/k2__investment/status/1998148317143056744)  2025-12-08T21:50Z XXX followers, XXX engagements


"@StockSavvyShay Wild numbers. 🤯 But honestly this is bullish for the whole industry. If the market accepts a $1.5T tag for SpaceX it validates space as a mature asset class not just a speculative bubble. Good news for $RKLB holders waiting for the Neutron era"  
[X Link](https://x.com/k2__investment/status/1998504353460879520)  2025-12-09T21:25Z XXX followers, 1083 engagements


"Using the 'Auto Pen' technicality to purge the Fed Board is a dangerous game. Markets run on confidence and turning the central bank into a political game destroys that. If this is the play to fast-track Hassett the real test wont be his policy viewsitll be his backbone. We need a Chair who answers to economic data not the White House hotline"  
[X Link](https://x.com/k2__investment/status/1998560319287730255)  2025-12-10T01:08Z XXX followers, 1277 engagements


"According to The Information Beijing reportedly called emergency meetings with Alibaba $BABA ByteDance and Tencent $TCEHY. The Goal: To figure out exactly how many Nvidia $NVDA H200 chips they actually need. The Context: US Side: Just cleared the H200 for export (with a XX% tax/fee). China Side: Wants domestic tech independence (Huawei) but knows local chips still lag behind Nvidias raw power. This is a classic geopolitical tug-of-war. Chinese tech giants want the H200 to stay competitive in AI but Beijing is likely calculating if they can afford to block it to force reliance on local chips."  
[X Link](https://x.com/k2__investment/status/1998729893207544088)  2025-12-10T12:21Z XXX followers, XX engagements


"$NVDA just dropped a massive $2B strategic investment in Synopsys $SNPS cementing a partnership to overhaul how we build. well everything. This isn't just a cash injection; it's a bet on Agentic AIautonomous agents that don't just "help" engineers but actively reason plan and execute complex design tasks. 🤖🏗 $2B stake in $SNPS common stock. Agentic AI: Moving from "copilots" to fully autonomous engineering agents. Digital Twins: Merging physical/digital worlds via Nvidia Omniverse. Cloud-Ready: Accelerating Synopsys apps on CUDA-X. The next generation of chips won't just be designed by"  
[X Link](https://x.com/k2__investment/status/1995482467864576462)  2025-12-01T13:17Z XXX followers, 2648 engagements


"$IBM is reportedly nearing an $11B deal to acquire Confluent $CFLT per WSJ. Huge move for Big Blue. 🔵 Why it matters: Real-time Data: IBM owns the "infrastructure" (Red Hat); now they own the "data pipes" (Kafka/Confluent). AI Fuel: You can't have fast AI without fast data. This feeds watsonx directly. Hybrid Cloud: Strengthens their grip on enterprise IT architecture. The data streaming wars just got serious. 🚀"  
[X Link](https://x.com/k2__investment/status/1997869459462099036)  2025-12-08T03:22Z XXX followers, 4318 engagements


"🚨 BREAKING: $GOOGL and $NEE are officially partnering to build multi-gigawatt U.S. data center campuses. ⚡ XXX GW already operating or contracted. ⚡ First X massive sites currently in development. Dedicated power is the new gold rush for accelerating AI demand. The race is on"  
[X Link](https://x.com/k2__investment/status/1998008730026115323)  2025-12-08T12:36Z XXX followers, XXX engagements


"The CFTC just announced a pilot program for tokenized collateral in derivatives. This is massive. Essentially regulators are admitting that blockchain is superior plumbing for the financial markets. For tokenization (#RWA) this is the specific "utility" validation weve been waiting for. It allows assets to move instantly as collateral 24/7 freeing up liquidity that usually gets stuck in the slow legacy banking cycle. We are officially moving from the "casino" phase to the "infrastructure" phase. $ETH $USDC"  
[X Link](https://x.com/k2__investment/status/1998145505575289319)  2025-12-08T21:39Z XXX followers, XX engagements


"Shoutout to Michael Burry for worrying about all those 'full warehouses' of chips. 🫡 Dont worryChina just offered to clear out the inventory. And theyre paying a premium for it. 😂📦 $NVDA"  
[X Link](https://x.com/k2__investment/status/1998152090414109158)  2025-12-08T22:05Z XXX followers, XXX engagements


"35B is a massive statement. With $AMZN AWS already leading this cements India as the new battleground for Big Tech supremacy. We are watching the next decade of growth being funded right now. If you thought the US cloud wars were intense wait until you see the fight for Indias 1.4B consumers"  
[X Link](https://x.com/k2__investment/status/1998741465812398098)  2025-12-10T13:07Z XXX followers, XXX engagements