#  @k2__investment Karol Kozicki
Karol Kozicki posts on X about ai, market, $googl, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1867753471463526400/interactions)
- [--] Week [-------] -34%
- [--] Month [---------] +148%
### Mentions: [---] [#](/creator/twitter::1867753471463526400/posts_active)
- [--] Week [---] -3.40%
- [--] Month [---] +32%
### Followers: [-----] [#](/creator/twitter::1867753471463526400/followers)
- [--] Week [-----] +7.80%
- [--] Month [-----] +47%
### CreatorRank: [-------] [#](/creator/twitter::1867753471463526400/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) #2347 [finance](/list/finance) #6587 [technology brands](/list/technology-brands) 27.13% [cryptocurrencies](/list/cryptocurrencies) 9.31% [countries](/list/countries) 4.79% [exchanges](/list/exchanges) #423 [automotive brands](/list/automotive-brands) 2.13% [celebrities](/list/celebrities) 1.6% [travel destinations](/list/travel-destinations) 1.33% [currencies](/list/currencies) 0.8%
**Social topic influence**
[ai](/topic/ai) 18.35%, [market](/topic/market) #1244, [$googl](/topic/$googl) 6.65%, [strong](/topic/strong) #1259, [$nbis](/topic/$nbis) #72, [$nvda](/topic/$nvda) 5.05%, [in the](/topic/in-the) 4.79%, [nvda](/topic/nvda) 4.26%, [$amzn](/topic/$amzn) #850, [$btc](/topic/$btc) 4.26%
**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@kobeissiletter](/creator/undefined) [@unusualwhales](/creator/undefined) [@zerohedge](/creator/undefined) [@deitaone](/creator/undefined) [@barchart](/creator/undefined) [@mrderivatives](/creator/undefined) [@elonmusk](/creator/undefined) [@amitisinvesting](/creator/undefined) [@slavye](/creator/undefined) [@ashcryptoreal](/creator/undefined) [@watcherguru](/creator/undefined) [@vivek4real](/creator/undefined) [@sawyermerritt](/creator/undefined) [@iamreitman](/creator/undefined) [@itschrisray](/creator/undefined) [@ashcrypto](/creator/undefined) [@freedom_rider22](/creator/undefined) [@c_s_skeptic](/creator/undefined) [@altcoindaily](/creator/undefined)
**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/$btc) [TeraWulf Inc. (WULF)](/topic/$wulf) [Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Morgan Stanley (MS)](/topic/morgan-stanley) [Novo-Nordisk (NVO)](/topic/$nvo) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Metadium (META)](/topic/$meta) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Ethereum (ETH)](/topic/$eth) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Advanced Micro Devices (AMD)](/topic/$amd) [Mario Coin (COIN)](/topic/$coin) [Micron Technology, Inc. (MU)](/topic/$mu) [Strategy (MSTR)](/topic/$mstr) [Cloudflare, Inc. (NET)](/topic/$net) [Apple, Inc. (AAPL)](/topic/$aapl) [Pinterest, Inc. (PINS)](/topic/$pins)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@AltcoinDaily Disagree. Comparing this market to [----] or [----] is a mistake. The old 4-year cycle playbook is broken. We're in a completely different reality now with spot ETFs massive institutional adoption and corporations holding BTC in their treasuries. The game has changed"
[X Link](https://x.com/anyuser/status/1980442037364375618) 2025-10-21T01:12Z [----] followers, [----] engagements
"This is a massive direct tailwind for Nebius $NBIS. The connection is simple: Anthropic's observability stack runs on ClickHouse. As Claude's adoption explodes their ClickHouse usage (and costs) will skyrocket. Nebius is a key investor in ClickHouse so Anthropic's growth flows straight to the value of their investment. It's a classic high-growth "pick-and-shovel" win"
[X Link](https://x.com/anyuser/status/1985724612831813975) 2025-11-04T15:03Z [----] followers, [----] engagements
"That $600B number is wild. This formalizes what Zuck mentioned at the White House back in September. Its a massive bet on building out their own AI infrastructuredata centers tech and talentall in the US by [----]. $META isn't just competing in AI they're planning to own the entire foundation"
[X Link](https://x.com/anyuser/status/1986848074711363676) 2025-11-07T17:27Z [----] followers, [----] engagements
"@WatcherGuru $SOFI is the first nationally chartered bank to undertake this. They are also planning to introduce a USD stablecoin next year. They aspire to be a leading digital-asset bank not merely a provider of cryptocurrency services"
[X Link](https://x.com/anyuser/status/1988256997410517461) 2025-11-11T14:46Z [----] followers, [----] engagements
"Always skeptical of this "smart money vs. dumb money" narrative. "Smart money" has underperformed the S&P [---] for years. While it's true hedge funds were dumping stocks (especially tech) in October and early November the very latest BofA flow data from last week showed a twist: It was actually institutional clients who were the big "dip buyers" while retail took a pause"
[X Link](https://x.com/k2__investment/status/1989370205999390743) 2025-11-14T16:29Z [----] followers, 12.1K engagements
"@zerohedge This period in crypto will be call "Season of Liquidation" instead the "Altseason"😅"
[X Link](https://x.com/anyuser/status/1989480440198209563) 2025-11-14T23:47Z [----] followers, [----] engagements
"@Vivek4real_ Maybe it's 'cause the crypto market's still overleveraged. Any bigger dip turns into cascade liquidations 'cause most crypto folks still haven't learned it's not a 4-year cycle anymore. They open longs after any bigger dip thinking it's the bottom"
[X Link](https://x.com/anyuser/status/1990194351192821799) 2025-11-16T23:04Z [----] followers, [----] engagements
"@KobeissiLetter 100%. This wasn't a dip; it was a leverage cascade that broke retail sentiment. "Street" won't return en masse without an ATH challenge. The key question remains: who will fund the next leg up"
[X Link](https://x.com/anyuser/status/1990207314519883911) 2025-11-16T23:56Z [----] followers, [----] engagements
"@StockSavvyShay He's likely right on the long-term demand but we all know the market this week is only focused on one thing: $NVDA earnings on Wednesday. That's the report that will drive the market"
[X Link](https://x.com/anyuser/status/1990388754901545436) 2025-11-17T11:57Z [----] followers, [----] engagements
"Lol seriously compare a $3T crypto market to the U.S. giantsNVIDIA alone is $5T The "crypto boys" mistake was blindly believing in the '4-year cycle.' The market is flooded with thousands of zero-value shitcoins and leveraged crowds ( cascade liquidations proved how weakwas ATH rally). Institutions are in the drivers seat now ("street" out) and they will dump with zero hesitation if they want and than buyback to pump again and chasing retail again"
[X Link](https://x.com/anyuser/status/1991290428130275824) 2025-11-19T23:40Z [----] followers, [----] engagements
"@KobeissiLetter Since there was no breaking news headline (like a geopolitical event or surprise rate announcement) to trigger the drop at exactly 10:40 AM the sell-off was likely driven by market mechanics rather than market fundamentals"
[X Link](https://x.com/anyuser/status/1991562506859671967) 2025-11-20T17:41Z [----] followers, [----] engagements
"Data gravity is the ultimate moatagents can't act effectively if they're disconnected from the actual workflows. Also worth noting that $AMZN is effectively the 'sleeping giant' of the Mag [--] right now. It has significantly lagged peers in [----] but with AWS margins expanding and AI capex set to deliver the setup for [----] looks incredibly strong. Effectively undervalued relative to its growth levers. https://twitter.com/i/web/status/2000954483350577285 https://twitter.com/i/web/status/2000954483350577285"
[X Link](https://x.com/k2__investment/status/2000954483350577285) 2025-12-16T15:41Z [----] followers, [---] engagements
"@unusual_whales Ive been saying this for months: the AI memory demand (HBM) is eating supply alive. Look at $SNDK SanDisk is trading at 28x forward earnings while $MU is still sitting at 10x. If Micron bridges even half that valuation gap $400 isn't just possible its conservative. 😏"
[X Link](https://x.com/k2__investment/status/2012213679010251070) 2026-01-16T17:21Z [----] followers, [---] engagements
"Steph Curry just turned heads in warmups and the market noticed. 👀 The Chef was spotted lacing up On shoes (Roger Federers line) ahead of Wednesdays game marking the first time the Swiss brand has hit an NBA court. The reaction 📈 $ONON shares rallied +4.6% immediately. Curry has been a "sneaker free agent" since his Under Armour deal expired in November. While On says theyre just "thrilled" to see the versatility of their tennis shoe the speculation is already flying: Is Curry testing the waters for a deal Is On about to pivot into basketball First Nike $NKE then $UA now. $ONON The sneaker"
[X Link](https://x.com/k2__investment/status/2014051012357611998) 2026-01-21T19:02Z [----] followers, [---] engagements
"I will be controversial but for soke people getting rejected is a blessing😅 Auto loans are arguably the worst kind of debt you can hold paying interest on a depreciating asset is a guaranteed wealth trap. If a bank says it's too risky to lend you money take the hint and buy a cheap reliable car in cash instead.😏 https://twitter.com/i/web/status/2015482125152051382 https://twitter.com/i/web/status/2015482125152051382"
[X Link](https://x.com/k2__investment/status/2015482125152051382) 2026-01-25T17:49Z [----] followers, [---] engagements
"NVIDIA $NVDA goes all-in on CoreWeave $CRWV with a fresh $2B stake. The deal: Investment: $2 Billion in Class A stock Entry Price: $87.20/share (discount to current market) The Goal: Build [--] gigawatts of AI factories by [----] $CRWV is already reacting pushing past $100 in pre-market (+7.9%). The AI infrastructure race just got a massive capital injection. https://twitter.com/i/web/status/2015773394457743592 https://twitter.com/i/web/status/2015773394457743592"
[X Link](https://x.com/k2__investment/status/2015773394457743592) 2026-01-26T13:06Z [----] followers, [----] engagements
"$RDW up 16% today. The catalyst They just punched a ticket to the Missile Defense Agencys massive $151B SHIELD IDIQ. This plugs Redwire directly into the "Golden Dome" defense architecture opening the door for their digital engineering & space systems to bid on high-level national security work. Just remember its an IDIQ (a license to hunt not a guaranteed check) so revenue depends on winning task orders. But for a company of this size getting a seat at a $151B table is a serious validation of the $RDW defense footprint. https://twitter.com/i/web/status/2016139597348995084"
[X Link](https://x.com/k2__investment/status/2016139597348995084) 2026-01-27T13:21Z [----] followers, [---] engagements
"Yes cuz current situation push Gold higher. Here's why: - Dollar Destruction: DXY hitting 4-year lows. The market is pricing in a "weak dollar" policy from the White House (which Trump want it). - Safe Haven Bid: Geopolitics + low consumer confidence (11-year lows) = capital fleeing to hard assets. - Central Banks: They aren't stopping. The diversification out of fiat is relentless. Also reccomend keep your eyes on Copper (AI/Grid demand) and Uranium (Nuclear renaissance). The supply deficits there are real. https://twitter.com/i/web/status/2016405911980425549"
[X Link](https://x.com/k2__investment/status/2016405911980425549) 2026-01-28T07:00Z [----] followers, [---] engagements
"$JOBY dropping the hammer after hours: announcing a massive $1B capital raise. Theyre splitting it between convertible senior notes (due 2032) and a fresh common stock offering. Details: Target: $1 Billion total proceeds. Goal: Fund the expensive sprint to FAA certification manufacturing ramp-up and commercial launch. Market hates the dilution. Stock is down 13% to $11.60 in after-hours trading. Cash is oxygen in the eVTOL race. $JOBY just secured a massive tank of it but current shareholders are paying the price tonight. https://twitter.com/i/web/status/2016639091056755166"
[X Link](https://x.com/k2__investment/status/2016639091056755166) 2026-01-28T22:26Z [----] followers, [---] engagements
"$RKLB gets the Morgan Stanley nod: $105 Target + Overweight Big vote of confidence from $MS this week. Theyre seeing Rocket Lab as more than just a launch providerit's now a "strategically important" industrial asset. Thesis: Neutron is the key: Expectation for the first launch in early [----] is the main catalyst. Defense Prime Status: That $816M SDA Tranche [--] contract proved they can win against the legacy giants. Reliability: Electrons launch cadence is proven and repeatable solving the "capacity constraint" in the medium-lift market. Sector Shift: MS officially moved their view on the"
[X Link](https://x.com/k2__investment/status/2016975191360815580) 2026-01-29T20:42Z [----] followers, [---] engagements
"@unusual_whales This explains the recent push for synergy. A consolidated $TSLA x SpaceX x xAI entity is basically an index fund for the future"
[X Link](https://x.com/k2__investment/status/2017007829429662028) 2026-01-29T22:51Z [----] followers, [----] engagements
"@zerohedge The "LOW ENERGY KEVIN" posts are probably already sitting in the drafts😅 Trump is hiring a Hawk expecting a Dove weve seen this movie before"
[X Link](https://x.com/k2__investment/status/2017044325440303521) 2026-01-30T01:16Z [----] followers, 163.9K engagements
"The "Prediction Industrial Complex" is out of control. Exhibit A: Tom Lee Called for $180000 $BTC and $7000- $9000 $ETH by end of January. Reality with [--] hours left $BTC $82k. $ETH $2.7k. Thats not a miss. Thats a hallucination. Exhibit B: YoungHoon Kim Claims a "World Record" IQ of 276a number standard psychometrics deem impossible to verify. His "alpha" Vague horoscopes like "Something shifted today" and "Tomorrow you'll see." (Spoiler: We saw his $XRP prediction fail already). One is a "perma bull" the other is farming engagement with a self-awarded title. If you are actually here for"
[X Link](https://x.com/k2__investment/status/2017055747561963912) 2026-01-30T02:02Z [----] followers, 22K engagements
"Hot PPI just handed Warsh the perfect excuse to hike at his first FOMC as FED Chair 😏 But seriously that 3.3% Core number is the real headache here. The market was pricing in a cooling trend but hitting the highest level since last July proves inflation is stickier than projected. https://twitter.com/i/web/status/2017231752062792057 https://twitter.com/i/web/status/2017231752062792057"
[X Link](https://x.com/k2__investment/status/2017231752062792057) 2026-01-30T13:41Z [----] followers, [----] engagements
"Massive outflows yes but mostly concentrated in US ETFs reacting to the fading probability of aggressive Fed rate cuts in near term. Its also worth noting that while $1.7B left last week YTD flows are still net positive (Solana recorded $17.1M in net inflows). We are seeing a leverage flush and a rotation to defensive assets (Gold/Bonds) for the short term. Choppy Q1 action was expected. https://twitter.com/i/web/status/2017271225077153852 https://twitter.com/i/web/status/2017271225077153852"
[X Link](https://x.com/k2__investment/status/2017271225077153852) 2026-01-30T16:18Z [----] followers, [---] engagements
"$AAPL Apples AI talent drain intensifies. Bloomberg reports a fresh wave of departures from Cupertino with a Siri executive and key researchers exiting for rivals like $META and $GOOGL DeepMind. The latest moves: Yinfei Yang: Left to launch a new company Haoxuan You: Joined Metas Superintelligence research arm Bailin Wang: Joined Meta (Recommendations team) Zirui Wang: Departed The war for talent is aggressive. While Apple ramps up its AI integration Meta is successfully poaching technical leadership to bolster its superintelligence and recommendation moats."
[X Link](https://x.com/k2__investment/status/2017313383876366410) 2026-01-30T19:06Z [----] followers, [---] engagements
"Full of what Disruption Banks have enjoyed a monopoly on cheap deposits for decades. If consumers prefer 3.5% on stablecoins over near-zero bank rates that is just a superior product. This outburst at Davos just confirms that Coinbase is now a legitimate threat to the old guard. https://twitter.com/i/web/status/2017366844886208855 https://twitter.com/i/web/status/2017366844886208855"
[X Link](https://x.com/k2__investment/status/2017366844886208855) 2026-01-30T22:38Z [----] followers, 13.9K engagements
"The chart below explains the shocker 13.2B bookings number perfectly: higher unit prices ($284M) meeting inelastic demand. $TSM and $INTC are forced to pay up for these next-gen tools because $NVDA $AMD and $GOOGL need 2nm silicon yesterday. $ASML is effectively the "central bank" of AI computeand they just raised "rates". https://twitter.com/i/web/status/2017794857675194475 https://twitter.com/i/web/status/2017794857675194475"
[X Link](https://x.com/k2__investment/status/2017794857675194475) 2026-02-01T02:59Z [----] followers, [---] engagements
"Don't mistake this for a peace deal it's purely a leverage play. By cornering the energy market and selling oil to China the U.S. forces them to transact in dollars. That artificial demand is the only thing keeping the greenback dominant. We need the dollar to remain the global reserve currency to service our massive national debt. If the dollar loses its position we all are completely cooked. This is about economic survival not just selling barrels. https://twitter.com/i/web/status/2017802723475833103 https://twitter.com/i/web/status/2017802723475833103"
[X Link](https://x.com/k2__investment/status/2017802723475833103) 2026-02-01T03:30Z [----] followers, [----] engagements
"The numbers on $BMNR are brutal right now. They are currently sitting on a massive $6Bunrealized loss on $ETH treasury. Tom Lee called for $ETH to hit $9000 by end of Jan. We are here and instead its down to $2300 far away from his target. That is a legendary miss for a "short-term" prediction. Genuinely feel for the shareholders holding the bag on this strategy. https://twitter.com/i/web/status/2018142967735762955 https://twitter.com/i/web/status/2018142967735762955"
[X Link](https://x.com/k2__investment/status/2018142967735762955) 2026-02-02T02:02Z [----] followers, [----] engagements
"Project Vault: The $12B Critical Minerals The administration just dropped the hammer on critical minerals policy. The "price floor" speculation is dead Project Vault is the new reality. Deal: $12 Billion Total: A massive $10B loan from the Ex-Im Bank married with $1.67B in private capital. Structure: Uncle Sam isn't building a dusty warehouse alone. Its a "buyers cartel" featuring $GM Stellantis $STLA Boeing $BA and Google $GOOGL. Goal: Finance the buyers to build a massive inventory buffer of Rare Earths Cobalt and Gallium. Miners were praying for direct price guarantees to de-risk CAPEX."
[X Link](https://x.com/k2__investment/status/2018302400264651236) 2026-02-02T12:36Z [----] followers, [----] engagements
"$WULF is ripping after hours (+11%) 😏 They just announced the acquisition of [---] GW in new capacity across Kentucky and Maryland. Hawesville KY: Acquired from Century Aluminum. [---] MW available now. This isn't just for mining they are redeveloping it into a "digital infrastructure campus" specifically for HPC/AI workloads. Morgantown MD: [---] MW operational scalable to [--] GW. Total portfolio now hits [---] GW. This validates the thesis: $WULF is actively transitioning from a pure miner to a massive AI infrastructure landlord. In a power-constrained world they just secured the grid connection"
[X Link](https://x.com/k2__investment/status/2018443929356534136) 2026-02-02T21:58Z [----] followers, [---] engagements
"@DeItaone So now SpaceX is valued at $1.25T including its acquisition of xAI making it the 11th most valuable company on earth overtaking Berkshire Hathaway😏"
[X Link](https://x.com/k2__investment/status/2018451736160342219) 2026-02-02T22:29Z [----] followers, 11.5K engagements
"@unusual_whales That $1.25T valuation instantly vaults SpaceX into the elite tier landing them squarely in the top [--] US companies right in front of Berkshire Hathaway. Merging Starships launch infrastructure with xAI for orbital data centers is a massive leverage play"
[X Link](https://x.com/k2__investment/status/2018458908541739484) 2026-02-02T22:57Z [----] followers, [----] engagements
"@SawyerMerritt Move over Buffett.😅 With a $1.25T valuation SpaceX officially overtakes Berkshire Hathaway to become the 9th largest US company"
[X Link](https://x.com/k2__investment/status/2018466110820258194) 2026-02-02T23:26Z [----] followers, [----] engagements
"@unusual_whales Absolutly good quarter. Beating revenue estimates by $600M ($10.27B vs $9.67B) and crushing EPS is huge. That 54% gross margin really shows $AMD have the profitability dialed in. https://x.com/i/status/2018797061638934674 $AMD just reported Q4 earnings and beats expectations across the board. Topline: Revenue: $10.27B vs $9.67B est 🟢 Gross Margin: 54% Profitability: Adj. EPS: $1.53 vs $1.32 est 🟢 Adj. Net Income: $2.52B vs $2.17B est 🟢 GAAP Net Income: $1.51B Guidance: https://t.co/KDosrdlcPa https://x.com/i/status/2018797061638934674 $AMD just reported Q4 earnings and"
[X Link](https://x.com/k2__investment/status/2018798351291216145) 2026-02-03T21:26Z [----] followers, [----] engagements
"@Barchart Total disconnect between the print and the price action. $AMD beat top and bottom lines handily ($10.27B revenue is huge) but the market clearly priced in perfection. That 5% haircut to $230 feels harsh given the strong guidance"
[X Link](https://x.com/k2__investment/status/2018799288432918718) 2026-02-03T21:30Z [----] followers, [----] engagements
"$SMCI Q2 EARNINGS: REVENUE EXPLOSION MARGIN SQUEEZE Super Micro just obliterated top-line estimates. AI demand is skyrocketing but its coming at a cost. Numbers: Revenue: $12.7B (vs $10.2B est) 🟢 Adj EPS: $0.69 (vs $0.49 est) 🟢 Net Income: $401M FY Outlook: Raised to $40B 📈 The Catch: Gross Margin: 6.4% (Significant compression) Volume is massive but profitability is tightening. The AI boom is real but the hardware war is expensive. $SMCI is 7.5% up AH https://twitter.com/i/web/status/2018806090507358636 https://twitter.com/i/web/status/2018806090507358636"
[X Link](https://x.com/k2__investment/status/2018806090507358636) 2026-02-03T21:57Z [----] followers, [----] engagements
"@RocketLab Building the machine that builds the machine before Flight [--] is a massive flex. $RKLB have [--] operational sites and hardware arriving at the pad. History shows Rocket Lab can scale launch cadence doing it for Neutron changes the game"
[X Link](https://x.com/k2__investment/status/2018809000998146252) 2026-02-03T22:09Z [----] followers, [----] engagements
"$UBER sliding 8% this morning after earnings reported. Here is the breakdown: The Q4 : 🟢 Sales: $14.4B (Beat) 🟢 Gross Bookings: $54.1B (Strong) 🔴 EPS: $0.71 (Missed $0.79 exp) 🔴 Q1 EBITDA Guide: Light ($2.42B) Why the drop Profitability took a hit. Uber is pushing cheaper ride options to boost trip volume but that strategy is squeezing margins right now. Wall Street wanted a cleaner bottom-line beat. Management isn't blinking. $UBER just reaffirmed their goal to be the world's largest autonomous vehicle (AV) facilitator by [----]. The AV thesis is the real story to watch. Volatile open"
[X Link](https://x.com/k2__investment/status/2019024538315497563) 2026-02-04T12:25Z [----] followers, [----] engagements
"@StockSavvyShay Record bookings ($54B) prove demand isn't the issue but profitability is. $UBER squeezing margins to keep volume high. The drop feels harsh but the light Q1 guidance is the real killer here"
[X Link](https://x.com/k2__investment/status/2019025672660979727) 2026-02-04T12:30Z [----] followers, [----] engagements
"The narrative shift is wild here. Month 1: "We're worried export bans will kill AMD's China revenue." Month 2: "AMD sold $390M to China That's low quality revenue." You can't have it both ways. $AMD navigated the restrictions and printed the cash. The -9% is just a valuation reset not a fundamental break. https://x.com/i/status/2018797061638934674 https://x.com/i/status/2018797061638934674"
[X Link](https://x.com/k2__investment/status/2019026175230681265) 2026-02-04T12:32Z [----] followers, [----] engagements
"Canaccord slashing the target to $185 is honestly generous given the reality in this attached 8-K. $MSTR is bleeding. They just posted a massive $17.44B unrealized loss in Q4 alone. Saylor spent $50B over [--] yearsmostly borrowed moneyand now hes officially underwater. Adjusted for inflation that hole is nearly $10B deep. He levered up to corner the market and now the math is turning against him. $2.25B reserve Its a desperate buffer to stop the whole debt structure from collapsing. Ponzi-like leverage always breaks eventually and it looks like the clock is ticking (wouldn't be his first time.)"
[X Link](https://x.com/k2__investment/status/2019031262321586254) 2026-02-04T12:52Z [----] followers, [----] engagements
"$NVDA CEO Jensen Huang just said: "There's this notion that the tool in the software industry is in decline and will be replaced by AI . It is the most illogical thing in the world and time will prove itself" Jensen is right that the "software is dead" panic is emotional not factual but hes glossing over the massive pricing headache coming for these companies. If you look at the chart (by the "SaaSpocalypse" narrative is completely disconnected from reality. Weve been deep in the AI hype cycle since [----] yet enterprise revenue didn't just hold steady it accelerated stacking billions more to"
[X Link](https://x.com/k2__investment/status/2019035261745729665) 2026-02-04T13:08Z [----] followers, [----] engagements
"@ASTS_SpaceMob Excatly. People are confusing the use cases. $AMZN Leo is a fixed solution for enterprise sites while $ASTS is the mobile extension for the handset. $T is just filling different gaps with different tools"
[X Link](https://x.com/k2__investment/status/2019041008617750776) 2026-02-04T13:31Z [----] followers, [---] engagements
"@Barchart The only thing getting destroyed is the valuation premium not the business. $AMD just printed $10.3B in revenue (record high) and growing Data Center sales at 39% YoY. This is a liquidity flush not a fundamental break"
[X Link](https://x.com/k2__investment/status/2019047127221985684) 2026-02-04T13:55Z [----] followers, [----] engagements
"Down $2 billion Thats barely scratching the surface. Check the attached filing. $MSTR Strategy Inc. posted a staggering $17.44 BILLION unrealized loss in Q4 alone. Saylor levered up $50B of borrowed money to chase the price and now he is officially underwater. That $2.25B reserve listed at the bottom is just life support to pay the interest on his massive debt pile. This is exactly why centralization is toxic. He turned a public company into a leveraged hedge fund and now the math is breaking. But he's already done something like that before so it wouldn't be his first time"
[X Link](https://x.com/k2__investment/status/2019102883317182719) 2026-02-04T17:36Z [----] followers, [----] engagements
"$GOOGL Q4 EARNINGS: THE AI "ALL-IN" MOMENT Google just dropped a massive beat on top and bottom lines but the real story is the staggering CapEx guidance. Numbers: 🟢 EPS: $2.82 (vs $2.61 exp) Solid beat. 🟢 Revenue: $113.8B (vs $111B exp) Growth is accelerating. 🟢 Cloud Revenue: $17.7B (vs $16.2B exp) This is the star of the show. Cloud is finally printing cash at scale. Shock: ⚠ FY26 CapEx Guidance: $180B (vs $120B exp) To put that in perspective: Google plans to spend nearly double its [----] infrastructure budget ($90B range). They aren't just building data centers; they are trying to buy"
[X Link](https://x.com/k2__investment/status/2019155929577509220) 2026-02-04T21:07Z [----] followers, 28.9K engagements
"@unusual_whales The $180B CapEx guidance is the headline-grabber herethat is nearly double the [----] run rate ($90B). The market will freak out about the spend but the $GOOGL Cloud beat ($17.7B) suggests the demand is actually there to support it. https://x.com/i/status/2019155929577509220 $GOOGL Q4 EARNINGS: THE AI "ALL-IN" MOMENT Google just dropped a massive beat on top and bottom lines but the real story is the staggering CapEx guidance. Numbers: 🟢 EPS: $2.82 (vs $2.61 exp) Solid beat. 🟢 Revenue: $113.8B (vs $111B exp) Growth is accelerating. 🟢 https://t.co/G0eSgF33ip"
[X Link](https://x.com/k2__investment/status/2019156573919277099) 2026-02-04T21:10Z [----] followers, 12.8K engagements
"$GOOGL prints a monster quarter. Beats everywhere that matters. But look at that CapEx guide: $180B for FY26. They are front-loading the next decade of compute in a single year. Bears will scream "margin compression." Bulls will see "unassailable moat." With Cloud revs hitting $17.7B the growth story is finally keeping up with the spending. https://twitter.com/i/web/status/2019156913305289041 https://twitter.com/i/web/status/2019156913305289041"
[X Link](https://x.com/k2__investment/status/2019156913305289041) 2026-02-04T21:11Z [----] followers, [----] engagements
"@amitisinvesting That $180B CapEx guide is the main character here. 🤯 $GOOGL are effectively doubling infrastructure spend in a single year"
[X Link](https://x.com/k2__investment/status/2019158865128849816) 2026-02-04T21:19Z [----] followers, [----] engagements
"$GOOGL Cloud just reported 48% YoY revenue growth. That's their fastest growth in over [--] years.🦾 $GOOGL Q4 EARNINGS: THE AI "ALL-IN" MOMENT Google just dropped a massive beat on top and bottom lines but the real story is the staggering CapEx guidance. Numbers: 🟢 EPS: $2.82 (vs $2.61 exp) Solid beat. 🟢 Revenue: $113.8B (vs $111B exp) Growth is accelerating. 🟢 https://t.co/G0eSgF33ip $GOOGL Q4 EARNINGS: THE AI "ALL-IN" MOMENT Google just dropped a massive beat on top and bottom lines but the real story is the staggering CapEx guidance. Numbers: 🟢 EPS: $2.82 (vs $2.61 exp) Solid beat. 🟢"
[X Link](https://x.com/k2__investment/status/2019159248274444474) 2026-02-04T21:20Z [----] followers, [---] engagements
"$ARM Q3 FY26 Earnings: Adj. EPS: $0.43 (vs. $0.41 est) ✅ Revenue: $1.24B (vs. $1.23B est) ✅ Net Income: $223M Record quarterly revenue. AI demand is heavily fueling the royalty and licensing segments but high expectations have the $ARM trading lower (6%) in after-hours. https://twitter.com/i/web/status/2019161611668238459 https://twitter.com/i/web/status/2019161611668238459"
[X Link](https://x.com/k2__investment/status/2019161611668238459) 2026-02-04T21:30Z [----] followers, [---] engagements
"$QCOM Earnings Q1 Results Revenue: $12.3B (Beat vs $12.2B) ✅ EPS: $3.50 (Beat vs $3.41) ✅ Q2 Guidance Revenue: $10.6B (Miss vs $11.1B) ❌ EPS: $2.55 (Miss vs $2.89) ❌ Management explicitly cites "industry-wide memory supply constraints" limiting handset volumes. $QCOM down 9% in after-hours. A classic "Beat & Lower" print supply chain headaches are back on the table. https://twitter.com/i/web/status/2019162821385417093 https://twitter.com/i/web/status/2019162821385417093"
[X Link](https://x.com/k2__investment/status/2019162821385417093) 2026-02-04T21:35Z [----] followers, [---] engagements
"Moving data centers to orbit bypasses the two biggest bottlenecks on Earth: energy and cooling. Solar is constant up there and the vacuum handles the heat. The regulatory review for a million satellites will be intense regarding orbital congestion but this infrastructure shift can could fix the AI power crunch. https://twitter.com/i/web/status/2019164869518586142 https://twitter.com/i/web/status/2019164869518586142"
[X Link](https://x.com/k2__investment/status/2019164869518586142) 2026-02-04T21:43Z [----] followers, [----] engagements
"@norovern_bro @unusual_whales Right I oversimplified it. No air means no fans. The plan isn't for the vacuum to "draw" heat away but to blast it out as infrared radiation (Radiative Cooling)"
[X Link](https://x.com/k2__investment/status/2019183442047443028) 2026-02-04T22:57Z [----] followers, [---] engagements
"ARK INVEST BUYS $AMD ON 17% DRAWDOWN Cathie Woods ARK funds purchased $29M of Advanced Micro Devices today"
[X Link](https://x.com/k2__investment/status/2019232130828825087) 2026-02-05T02:10Z [----] followers, [---] engagements
"The market isn't crashing. It's better to say it's freezing. Buyers have valid reasons to sit this out (rates/prices) while sellers are slowly losing their grip on the "lock-in" effect. If you can actually afford to buy right now you have more leverage today than at any point since [----]. https://twitter.com/i/web/status/2019255045749961138 https://twitter.com/i/web/status/2019255045749961138"
[X Link](https://x.com/k2__investment/status/2019255045749961138) 2026-02-05T03:41Z [----] followers, [----] engagements
"Weve officially gone full circle. All those post-election gains have been wiped out bringing us right back to [----] levels. Its a brutal reset the $126k $BTC peak feels like a distant memory now that the market has given back [--] months of price action. Btw anyone remember Eric Trump mentioning that "unbelievable Q4"😅 https://twitter.com/i/web/status/2019256907366608935 https://twitter.com/i/web/status/2019256907366608935"
[X Link](https://x.com/k2__investment/status/2019256907366608935) 2026-02-05T03:48Z [----] followers, [----] engagements
"Bitcoin $BTC falls below $70K for the first time since November 2024"
[X Link](https://x.com/k2__investment/status/2019373881837142517) 2026-02-05T11:33Z [----] followers, [---] engagements
"@DeItaone So now $MSTR Strategy (reccomend rebrand for Tragedy 😏) sits on a $4.5B unrealized loss on [------] $BTC"
[X Link](https://x.com/k2__investment/status/2019392011145736261) 2026-02-05T12:45Z [----] followers, [----] engagements
"$GOOGL Search accelerating to 17% growth effectively silences the "cannibalization" bear case. The $240B Cloud backlog is the standout metric here. It directly validates the aggressive $180B capex guide. That record spending is simply the necessary infrastructure to service customers who have already signed on the dotted line"
[X Link](https://x.com/k2__investment/status/2019397409000853769) 2026-02-05T13:07Z [----] followers, [----] engagements
"Hims & Hers $HIMS is aggressively undercutting the market with a new compounded semaglutide pill. Breakdown: Hims: $49 intro pricing ➝ $99/mo subscription. Novo Nordisk $NVO (Wegovy pill): $199/mo (self-pay). Both treatments use the same active ingredient (semaglutide) but Hims is offering it at a fraction of the cost to capture the cash-pay consumer. This move directly challenges Big Pharma's pricing power as access shifts toward affordable direct-to-consumer alternatives. $NVO 15% up pre-market. https://twitter.com/i/web/status/2019411692313083981"
[X Link](https://x.com/k2__investment/status/2019411692313083981) 2026-02-05T14:04Z [----] followers, [----] engagements
"Yes simply like always: Be fearful when others are greedy and greedy when others are fearful. But lets keep some perspective. That $2T crypto drop took [--] months. Compare that to last Friday Gold and Silver wiped out $7 TRILLION in market value in a single session. Crypto's "crash" is pennies compared to the volatility we just saw in the so-called safe havens.😏 https://twitter.com/i/web/status/2019416749981004220 https://twitter.com/i/web/status/2019416749981004220"
[X Link](https://x.com/k2__investment/status/2019416749981004220) 2026-02-05T14:24Z [----] followers, [----] engagements
"@DeItaone Just said it yeterday. https://x.com/i/status/2019105249479557560 @KobeissiLetter The volatility schema is text-book right now: Algos are instantly repricing the "Risk Premium" back into the barrel. We just saw WTI rip through the $65 (Brent push over $69) in minutes. Whether the talks are officially dead or just stalled the market is voting with fear. https://t.co/UHwE3plMxz https://x.com/i/status/2019105249479557560 @KobeissiLetter The volatility schema is text-book right now: Algos are instantly repricing the "Risk Premium" back into the barrel. We just saw WTI rip through the"
[X Link](https://x.com/k2__investment/status/2019417565484011752) 2026-02-05T14:27Z [----] followers, [---] engagements
"@DeItaone This dip feels like a massive overreaction to a company investing in its own monopoly. Yes $180B is a historic number for CapEx. But with $113B in revenue and Cloud accelerating this is front-loading the next decade of $GOOGL growth. https://x.com/i/status/2019155929577509220 $GOOGL Q4 EARNINGS: THE AI "ALL-IN" MOMENT Google just dropped a massive beat on top and bottom lines but the real story is the staggering CapEx guidance. Numbers: 🟢 EPS: $2.82 (vs $2.61 exp) Solid beat. 🟢 Revenue: $113.8B (vs $111B exp) Growth is accelerating. 🟢 https://t.co/G0eSgF33ip"
[X Link](https://x.com/k2__investment/status/2019420010750570802) 2026-02-05T14:37Z [----] followers, [---] engagements
"Not suprised about $NVDA shelving gaming chips. I keep saying from months the bottleneck is a severe global memory shortage. AI servers are monopolizing the supply of high-performance memory (HBM/GDDR) leaving the consumer market with the leftovers. If you were waiting for prices to stabilize that window just closed expect availability to tank and costs to keep climb. https://twitter.com/i/web/status/2019427346067902654 https://twitter.com/i/web/status/2019427346067902654"
[X Link](https://x.com/k2__investment/status/2019427346067902654) 2026-02-05T15:06Z [----] followers, [----] engagements
""You're Wasting Your $49" $NVO Fires Back They not taking the new $HIMS launch lightly. On a call with analysts today Novo Nordisk's CEO slammed the new compounded semaglutide pill arguing that without specific technology to help the stomach absorb the drug it simply won't work. "Patients would be wasting $49 because the drug wont be properly absorbed." Novos own oral pill (Rybelsus) uses a complex molecule called SNAC to sneak semaglutide through the stomach lining before digestion destroys it. Their argument A simple compounded pill likely lacks this delivery system effectively turning the"
[X Link](https://x.com/k2__investment/status/2019428801214582798) 2026-02-05T15:12Z [----] followers, [----] engagements
"@zerohedge Can go lower. Trumps backed World Liberty Financial $5000000+ worth of $BTC"
[X Link](https://x.com/k2__investment/status/2019432816300433656) 2026-02-05T15:27Z [----] followers, [---] engagements
"$BTC UNDER $67K $ETH UNDER $2K $MSTR and $BMNR unrealized losses are getting uglier. Bitcoin $BTC falls below $70K for the first time since November [----]. https://t.co/zILXb6Tc63 Bitcoin $BTC falls below $70K for the first time since November [----]. https://t.co/zILXb6Tc63"
[X Link](https://x.com/k2__investment/status/2019434424799228063) 2026-02-05T15:34Z [----] followers, [---] engagements
"$BTC $66666.56 📉 Were so close to breaking the simulation 😏"
[X Link](https://x.com/k2__investment/status/2019437160139747564) 2026-02-05T15:45Z [----] followers, [---] engagements
"@zerohedge The "safety card" is the expected move. But earlier today $NVO CEO also argued that patients would simply be "wasting $49" due to absorption issues. They are attacking the efficacy to protect the moat. https://x.com/i/status/2019428801214582798 "You're Wasting Your $49" $NVO Fires Back They not taking the new $HIMS launch lightly. On a call with analysts today Novo Nordisk's CEO slammed the new compounded semaglutide pill arguing that without specific technology to help the stomach absorb the drug it simply https://t.co/NY9Ssm9iU0 https://x.com/i/status/2019428801214582798 "You're"
[X Link](https://x.com/k2__investment/status/2019439117981962272) 2026-02-05T15:52Z [----] followers, [----] engagements
"🚨 $AMZN SLIDES 10%: CLOUD IS BOOMING BUT PROFITS MISSED Amazon just dropped to $200 in after-hours trading. Here is the reality check: Good (Cloud is Back): AWS is arguably the most important metric here and it crushed it. AWS Sales: $35.6B (Beat estimates) Growth is re-accelerating. The AI demand is real. Bad (Margins & Efficiency): Wall Street wanted better profitability. EPS Miss: $1.95 vs $1.97 est. Fear: CapEx is soaring. Investors are worried Amazon is spending too much on AI infrastructure without showing enough immediate profit improvement. The market is punishing the bottom-line"
[X Link](https://x.com/k2__investment/status/2019518552383058144) 2026-02-05T21:08Z [----] followers, 11.4K engagements
"$AMZN just said it expects to spend $200B on CAPEX in [----] With such strong demand for our existing offerings and seminal opportunities like AI chips robotics and low earth orbit satellites we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital. 🚨 $AMZN SLIDES 10%: CLOUD IS BOOMING BUT PROFITS MISSED Amazon just dropped to $200 in after-hours trading. Here is the reality check: Good (Cloud is Back): AWS is arguably the most important metric here and it crushed it. AWS Sales: $35.6B (Beat estimates)"
[X Link](https://x.com/k2__investment/status/2019520146352623894) 2026-02-05T21:14Z [----] followers, [---] engagements
"MicroStrategy $MSTR Q4 Earnings The numbers are in: EPS: -$42.9 vs est -$20.9 ❌ Revenue: $123M vs est $118M ✅ This report drops exactly as $BTC crashes below $70k todayhitting 15-month lows. With $MSTRs average BTC buy price over $76k their massive treasury is officially underwater. $MSTR flat AH https://twitter.com/i/web/status/2019522271409209666 https://twitter.com/i/web/status/2019522271409209666"
[X Link](https://x.com/k2__investment/status/2019522271409209666) 2026-02-05T21:23Z [----] followers, [---] engagements
"Reddit $RDDT just silenced the doubters with a massive Q4 beat and a $1B buyback signal. Breakdown: Revenue: $726M (vs. $667M est.) Beat by $60M EPS: $1.24 (vs. $0.93 est.) Crushed expectations EBITDA: $327M (vs. $287M est.) DAUs: 121.4M (vs. 120.2M est.) User growth is accelerating. Forward Guidance (Q1 2026): Revenue: $600M (vs. $577M est.) EBITDA: $215M (vs. $205M est.) Authorized a $1B share repurchase program. Management is putting their cash where their mouth is. RDDT is down 0.6% AH https://twitter.com/i/web/status/2019523250771095969 https://twitter.com/i/web/status/2019523250771095969"
[X Link](https://x.com/k2__investment/status/2019523250771095969) 2026-02-05T21:27Z [----] followers, [---] engagements
"@StockSavvyShay $RDDT printing cash. A massive double-beat on revenue/earnings plus a $1B buyback That is the ultimate confidence signal from management"
[X Link](https://x.com/k2__investment/status/2019523936896385274) 2026-02-05T21:30Z [----] followers, [---] engagements
"Sub 6% is actually insane for this sector. For context CoreWeave was paying SOFR + 8.75% on their debt not long ago. That rate confirms the banks view the Microsoft contract as gold-plated collateral. You don't get cheap capital like this unless the counterparty risk is near zero. Massive validation for $IREN. https://twitter.com/i/web/status/2019524458508140620 https://twitter.com/i/web/status/2019524458508140620"
[X Link](https://x.com/k2__investment/status/2019524458508140620) 2026-02-05T21:32Z [----] followers, [----] engagements
"$AMZN Q4 Revenue Growth (by Online Stores +10% 3P Seller Services +11% AWS +24% Advertising Services +23% Subscriptions +14% Physical Stores +5% http://Fiscal.ai 🚨 $AMZN SLIDES 10%: CLOUD IS BOOMING BUT PROFITS MISSED Amazon just dropped to $200 in after-hours trading. Here is the reality check: Good (Cloud is Back): AWS is arguably the most important metric here and it crushed it. AWS Sales: $35.6B (Beat estimates) Growth is https://t.co/yWRfuXGpxW http://Fiscal.ai 🚨 $AMZN SLIDES 10%: CLOUD IS BOOMING BUT PROFITS MISSED Amazon just dropped to $200 in after-hours trading. Here is the"
[X Link](https://x.com/k2__investment/status/2019526354740633759) 2026-02-05T21:39Z [----] followers, [---] engagements
"$610 BILLION. That is the combined [----] CAPEX bill for just [--] companies The "AI spending bubble" its doubling down. The latest guidance from Big Tech confirms we are in a full-blown infrastructure arms race. Here is the breakdown of the cash getting deployed in 2026: Amazon $AMZN $200 Billion (Smashing expectations) Google $GOOGL $180 Billion (Well above the $120B forecast) Meta $META $125 Billion (Zuck is all-in on compute) Microsoft $MSFT $105 Billion (Staying aggressive) These companies are practically printing money to buy GPUs build data centers and secure power. This is hard assets. If"
[X Link](https://x.com/k2__investment/status/2019531671637229867) 2026-02-05T22:00Z [----] followers, [---] engagements
"$BE BLOOM ENERGY EARNINGS: Stock is ripping +14% AH following a massive beat. The market was nervous during the day (-7%) but the numbers just flipped the script. Headline Numbers: Revenue: $777.7M (36% YoY) FY Revenue: $2.02B (Record) EPS: $0.45 (Non-GAAP) Cash Flow: $418M generated in Q4 alone. The real scoop: AI backlog explosion. The most critical metric here it's the backlog. Total Backlog: $20B Product Backlog: Up 2.5x YoY to $6B "Bring-your-own-power" is no longer just a concept it's a necessity for hyperscalers. The grid can't keep up with AI data center demand so Big Tech is going"
[X Link](https://x.com/k2__investment/status/2019535758650908748) 2026-02-05T22:17Z [----] followers, [---] engagements
"$RBLX is absolutely ripping (+18%.AH) after obliterating Q4 estimates. The platform is officially aging up and the numbers prove it: Revenue: $2.22B (Massive beat) DAUs: 144M (+69% YoY 🤯) Engagement: Hours surged +88% Concerns about safety measures hurting engagement were completely unfounded. Instead were seeing older demographics drive higher spending and attract major brand partners. Yes AI/infrastructure costs are high but with ad scaling and developer tools kicking in Roblox is rapidly evolving into a high-margin digital economy. The market is waking up to the scale here."
[X Link](https://x.com/k2__investment/status/2019540150850556392) 2026-02-05T22:34Z [----] followers, [---] engagements
"The "fastest selling since Oct" is only half the problem. While Hedge Funds aggressively de-gross Leveraged ETFs (thanks SEC blocked that insane idea 5X leverage etf) are compounding the pain. They are mechanically forced to sell billions into the dip just to reset their leverage ratios. Smart money sells ➡Price drops ➡Algos forced to sell. It's a nasty feedback loop. https://twitter.com/i/web/status/2019743451659526534 https://twitter.com/i/web/status/2019743451659526534"
[X Link](https://x.com/k2__investment/status/2019743451659526534) 2026-02-06T12:02Z [----] followers, [----] engagements
"Total capitulation. $26B its a confession that $STLA aggressive EV timeline was a fantasy. They just suspended the dividend and reportedly axed the electric Ram [----] to stop the bleeding. Ford $F ($19.5B hit) and $GM ($6B hit) already ripped this band-aid off months ago Stellantis is just finally admitting theyre in the same boat. The sector's "EV hangover" is real. https://twitter.com/i/web/status/2019747218891153454 https://twitter.com/i/web/status/2019747218891153454"
[X Link](https://x.com/k2__investment/status/2019747218891153454) 2026-02-06T12:17Z [----] followers, [----] engagements
"@DeItaone The scale of this infrastructure buildout is hard to comprehend. We are talking about nation-state level spending just on compute. The "AI Bubble" is actually an "Infrastructure Arms Race". https://x.com/i/status/2019531671637229867 $610 BILLION. That is the combined [----] CAPEX bill for just [--] companies The "AI spending bubble" its doubling down. The latest guidance from Big Tech confirms we are in a full-blown infrastructure arms race. Here is the breakdown of the cash getting deployed in 2026: https://t.co/JQLolZoYjv https://x.com/i/status/2019531671637229867 $610 BILLION. That is"
[X Link](https://x.com/k2__investment/status/2019749203585409351) 2026-02-06T12:25Z [----] followers, [---] engagements
"The legacy auto EV collapse is complete. $STLA is taking a $26B hit and killing the electric Ram [----] explicitly blaming a disconnect with "real-world needs". This mirrors the massive recent write-downs from $F ($19.5B) and $GM ($6B). It's an expensive lesson but the industry is finally waking up from its fever dream. https://twitter.com/i/web/status/2019750208502902829 https://twitter.com/i/web/status/2019750208502902829"
[X Link](https://x.com/k2__investment/status/2019750208502902829) 2026-02-06T12:29Z [----] followers, [----] engagements
"BERNSTEIN REITERATES $IREN $125 PT The market crushed (was under $30) $IREN overnight on an earnings miss but Bernstein just dropped a note calling the sell-off a massive disconnect (which I agree). They say the street is "punishing" $IREN for not announcing a new hyperscaler deal yesterday (all X community expected it) ignoring the massive AI infrastructure reality. Heres the deep dive at Bernstein's Thesis: The "Panic" Reason: Revenue miss (20% lower vs consensus). Bitcoin earnings dragged (irrelevant to the AI story). No new mega-deal announced yet (this is what actually spooked the"
[X Link](https://x.com/k2__investment/status/2019755695151755498) 2026-02-06T12:50Z [----] followers, [---] engagements
"Sentiment: Extreme fear (SaaSpocalypse narrative). Price: Down 33% since Sept (washed out). Flows: Record call buying (220k contracts). When valuations reset to [----] levels while revenue is still compounding risk/reward asymmetry here is big. https://x.com/i/status/2019035261745729665 https://x.com/i/status/2019035261745729665"
[X Link](https://x.com/k2__investment/status/2019803373818495241) 2026-02-06T16:00Z [----] followers, [---] engagements
"@jimcramer Jim for the love of god please stop talking about $GOOGL 😅 That said do us a favor Lets keep this one under the radar. We prefer this climbing the wall of worry without the "Cramer spotlight" overheating the sentiment"
[X Link](https://x.com/k2__investment/status/2019807888823427552) 2026-02-06T16:18Z [----] followers, [----] engagements
"@DeItaone A few weeks ago while the crowd celebrated the insane rally I explicitly warned that violent volatility was coming. We are now seeing that reality play out. Expect this chop to persist as leverage is flushed out. Discipline is key right now"
[X Link](https://x.com/k2__investment/status/2019810964238180534) 2026-02-06T16:30Z [----] followers, [---] engagements
"After the red days we just sat through the growth stocks are green. $WULF +19.34% $NBIS +15.25% $CIFR +14.76% $ONDS +10.95% $ASTS +9.38% $RKLB +6.68% $IREN +6.26% $ZETA +3.56% There is a lot of noise around right now. Stay sharp stay consistent. Don't let panic or emotions shake you out of high-conviction plays. Always know what you own. https://twitter.com/i/web/status/2019813703835603417 https://twitter.com/i/web/status/2019813703835603417"
[X Link](https://x.com/k2__investment/status/2019813703835603417) 2026-02-06T16:41Z [----] followers, [---] engagements
"$GOOGL Waymo just unveiled the Waymo World Model a new large-scale simulator powered by DeepMinds Genie [--]. It's a generative hyper-realistic environment that allows them to create infinite complex driving scenarios on demand. By leveraging Genie [--] (DeepMind's interactive world model) Waymo creates a structural advantage: rapidly training their stack on edge cases that might take years to encounter in the real world. https://twitter.com/i/web/status/2019815296719036841 https://twitter.com/i/web/status/2019815296719036841"
[X Link](https://x.com/k2__investment/status/2019815296719036841) 2026-02-06T16:47Z [----] followers, [---] engagements
"@StockSavvyShay Most crypto investors who bought $BTC in last months😏"
[X Link](https://x.com/k2__investment/status/2019819014978183420) 2026-02-06T17:02Z [----] followers, [---] engagements
"@moninvestor $WULF too"
[X Link](https://x.com/k2__investment/status/2019819503492952377) 2026-02-06T17:04Z [----] followers, [---] engagements
"Violent bounce but the charts were screaming for it with RSI hitting [--]. Late shorts just got handed a $2.6B liquidation bill for getting greedy at the bottom. Real talk though: were still staring up at the $126k highs from October. For anyone who bought $BTC in Q4 $70k is just a relief rally not a victory lap. Long road back to breakeven. https://twitter.com/i/web/status/2019822232604729531 https://twitter.com/i/web/status/2019822232604729531"
[X Link](https://x.com/k2__investment/status/2019822232604729531) 2026-02-06T17:15Z [----] followers, [----] engagements
"$NVDA CEO Jensen Huang just confirmed the supply squeeze is worse than people think. On CNBC today he dropped two critical data points: GPUs sold six years ago are actually rising in price (secondary market value is appreciating). The infrastructure buildout has another 7-8 years to go before we even size true demand. If legacy silicon is retaining value the bottleneck is the capacity to plug them in. We are "computer constrained" (Huang's words) not idea constrained. This is the strongest possible validation for AI Utility Layers like $IREN $NBIS $WULF and $CIFR which hold the grid"
[X Link](https://x.com/k2__investment/status/2019833378246205458) 2026-02-06T17:59Z [----] followers, [----] engagements
"$IREN is 9% up today. 📈 The overnight price dislocation was ridiculous (under $30) Even now stock is trading at $40s while the Street is modeling a double (or triple) from here. Todays Analyst Action: Bernstein: $125 (Maintained) Compass Point: $105 (Maintained) B. Riley: $83 (Raised) Cantor: $82 (Lowered but still 100% upside from here) Citizens: $80 (Maintained) Earnings had some noise on the Bitcoin mining side but the signal is the AI pivot. AI Cloud revenue more than doubled. Contracted ARR is hitting $2.3B. The market is still pricing $IREN like a miner. Analysts are pricing it like an"
[X Link](https://x.com/k2__investment/status/2019836988094865657) 2026-02-06T18:13Z [----] followers, [---] engagements
"Total dominance. YouTube hits #1 in audience share for every age group in the US. While other platforms fight for specific demographics Google has locked down the entire population. YouTube it's the operating system for modern attention. The ultimate moat for $GOOG 🦾 YouTube is currently the most popular app in the U.S across every age group. https://t.co/9WKjWF6wsV YouTube is currently the most popular app in the U.S across every age group. https://t.co/9WKjWF6wsV"
[X Link](https://x.com/k2__investment/status/2019843167730978991) 2026-02-06T18:38Z [----] followers, [---] engagements
"@StockSavvyShay Competitors have niches. $GOOGL has everyone. When the default setting for 18-year-olds and 50-year-olds is the same app youve winning the internet"
[X Link](https://x.com/k2__investment/status/2019846651922522164) 2026-02-06T18:52Z [----] followers, [---] engagements
"Breaking [-----] is a big psychological milestone. The market has shown serious resilience bouncing back from the recent volatility. The economy is clearly defying the skeptics and powering through the noise. And of course President Trump took his victory lap on hitting the big 50k number. https://twitter.com/i/web/status/2019867108612456562 https://twitter.com/i/web/status/2019867108612456562"
[X Link](https://x.com/k2__investment/status/2019867108612456562) 2026-02-06T20:13Z [----] followers, [---] engagements
"@StockSavvyShay Jensen just confirmed we are "computer constrained" not demand constrained. The bottleneck isthe socket. That makes the installed power capacity at $IREN $WULF $NBIS and $CIFR the most valuable real estate on earth right now. https://x.com/i/status/2019833378246205458 $NVDA CEO Jensen Huang just confirmed the supply squeeze is worse than people think. On CNBC today he dropped two critical data points: GPUs sold six years ago are actually rising in price (secondary market value is appreciating). The infrastructure buildout has https://t.co/FX5CoTdAEC"
[X Link](https://x.com/k2__investment/status/2019868586374807641) 2026-02-06T20:19Z [----] followers, [----] engagements
"@Vivek4real_ Tom Lee's predictions Don't even bother listening to that guy. https://x.com/i/status/2019066828274680200 Tom Lees January calls were completely detached from reality. The Prediction: $BTC $180k and $ETH $7k$9k by month-end. The Reality: BTC $75k and ETH $2.2k. He also flagged $2400 as the "absolute bottom" for Ethereum. We just sliced right through that. Tom is the https://t.co/NVzBoEmnW5 https://x.com/i/status/2019066828274680200 Tom Lees January calls were completely detached from reality. The Prediction: $BTC $180k and $ETH $7k$9k by month-end. The Reality: BTC $75k and ETH"
[X Link](https://x.com/k2__investment/status/2019915494644445474) 2026-02-06T23:25Z [----] followers, [---] engagements
"Consistency beats speculation every time. $WULF is securing the only asset that actually matters right now: available power capacity. $WULF closed day 20% UP At WULF we dont gamble. Thats not our thing and its not what our investors entrust us to do. We dont bet on commodity or crypto prices and we dont rely on power markets where load requests far exceed installed capacity. Discipline infrastructure and execution drive At WULF we dont gamble. Thats not our thing and its not what our investors entrust us to do. We dont bet on commodity or crypto prices and we dont rely on power markets where"
[X Link](https://x.com/k2__investment/status/2019921125162037600) 2026-02-06T23:48Z [----] followers, [---] engagements
"@DeItaone Mars is the future very ambitious goal but the Moon is the obligation. https://x.com/i/status/2019924932679921904 SpaceX flips the script: Moon first Mars later. According to a new WSJ report SpaceX has told investors it is delaying its Mars ambitions to prioritize a lunar landing. The new flight plan: Primary Focus: Delivering for NASAs Artemis program. New Target: An https://t.co/fM3Zn1Ng7P https://x.com/i/status/2019924932679921904 SpaceX flips the script: Moon first Mars later. According to a new WSJ report SpaceX has told investors it is delaying its Mars ambitions to"
[X Link](https://x.com/k2__investment/status/2019925914277294431) 2026-02-07T00:07Z [----] followers, [----] engagements
"@zerohedge A necessary strategic shift. While Mars remains the long-term vision executing the Artemis contract is the immediate commercial priority. Aligning resources to meet the [----] lunar deadline is the prudent move for now"
[X Link](https://x.com/k2__investment/status/2019926360248971441) 2026-02-07T00:09Z [----] followers, [----] engagements
"We saw a brutal flush down at $BTC to $60k yesterday only to rip straight back above $70k today (+13%). Was that the local bottom or are we setting up for a choppy time. Where is Bitcoin trading by Sunday night Breaking out ($75k) Chop / Consolidating ($68 Rejection / Dump ($65k) Breaking out ($75k) Chop / Consolidating ($68 Rejection / Dump ($65k)"
[X Link](https://x.com/k2__investment/status/2019937158417543237) 2026-02-07T00:52Z [----] followers, [---] engagements
"@KobeissiLetter $NVDA latest quarterly revenue hit $57 billion so they are actually pulling in over $620 million a day now. That 30M "investment" is essentially what Nvidia generates in about [--] minutes. Its over with that money on the table France will take over the AI race 😅"
[X Link](https://x.com/k2__investment/status/2019939915379704146) 2026-02-07T01:02Z [----] followers, 18.6K engagements
"@zerohedge That Z-score is screaming "trap". Historic crowdedness on the short side (3 SD) usually ends one way: a violent rip higher when the rush to cover starts. Are bears just providing the liquidity for the next leg up"
[X Link](https://x.com/k2__investment/status/2019945457128976539) 2026-02-07T01:25Z [----] followers, 15.1K engagements
"@KobeissiLetter 100k is a massive stretch but don't underestimate the Trump obsession with stock market as one of most important report card😏 Remember his speech in Davos"
[X Link](https://x.com/k2__investment/status/2019955251126665690) 2026-02-07T02:03Z [----] followers, [----] engagements
"$HIMS officially responds to the FDA crackdown news. Company Statement: "We look forward to continuing to engage with the FDA to ensure safe access to affordable healthcare." "Hims & Hers has always operated with a deep commitment to the safety and best interests of consumers and in compliance with applicable law." They believe their legal loophole (compounding for shortages/personalization) is solid. This is going to be a long messy legal war between affordable access and Big Pharma patent protection. I swing traded $HIMS three times in [----]. Twice I rode it from the $30s to $60 successfully"
[X Link](https://x.com/k2__investment/status/2019964417056628774) 2026-02-07T02:40Z [----] followers, [---] engagements
"The volume at $AMZN is the tell for me. RSI [--] is nice but that sheer amount of turnover right at the $200 psychological wall screams capitulation. Also the intraday option flows and the divergence is massive. While the price was red Call Volume (384k) nearly doubled Put Volume (219k). https://twitter.com/i/web/status/2019967948480262319 https://twitter.com/i/web/status/2019967948480262319"
[X Link](https://x.com/k2__investment/status/2019967948480262319) 2026-02-07T02:54Z [----] followers, [----] engagements
"US Soil. Real Phones. It's Go Time. 📡 The FCC granted $ASTS a 60-day Special Temporary Authorization (STA) to start live testing BlueBird [--] in the United States (released today). This is the regulatory green light weve been waiting for. Breakdown: Gear: BlueBird [--] (FM-1) + [--] in-orbit BlueBirds. Partners: $T (AT&T) $VZ (Verizon) and FirstNet. Tech: Direct-to-device testing on standard 700/800 MHz frequencies. Its not just about pinging signals in a lab. They are about to connect commercial smartphonesthe ones currently in your pocketto satellites orbiting overhead. No special hardware. No"
[X Link](https://x.com/k2__investment/status/2019980272960258482) 2026-02-07T03:43Z [----] followers, [----] engagements
"Its after [--] AM and I just walked out of the gym. The market pumped so I had to get a pump too.🦾 After the recent bloodbath we got that rebound today. The $DJI shattered the 50k barrier for the first time the $SPX and $QQQ rallied 2%. $ETH back above $2k and $BTC reclaimed $70k. I ended the day 8% up. But don't get comfortableexpect this violent volatility to continue Stay sharp. Whether it's the charts or the iron you have to stay consistent. Hope you all had a profitable day. Take a breath and enjoy your weekend And remember never skip leg day 😏"
[X Link](https://x.com/k2__investment/status/2020007735153103285) 2026-02-07T05:32Z [----] followers, [---] engagements
"$INTC talks to acquire AI chip startup SambaNova for $1.6B hit a wall last month. The pivot A strategic $100M$150M stake instead of a takeover. Vista Equity Partners is leading this $350M+ funding round a rare hardware bet for a firm usually obsessed with enterprise software. Intel failed to snap up the asset at a discount (SambaNova was $5B in 2021). Now theyre paying just to keep a foot in the door of non-GPU AI hardware. Acquisition stalled. Checkbook opened. Intel $INTC is in advanced talks to acquire AI chip startup SambaNova Systems for $1.6B. If closed this is a massive valuation"
[X Link](https://x.com/k2__investment/status/2020188439547650400) 2026-02-07T17:30Z [----] followers, [---] engagements
"Last week insider trading overview highlighting major purchases and sales by investors directors and executives. Sellers 🔴 $JNJ CEO: Unloaded $22.1M near $221/share (still holds 308k shares). $MU EVP: Cashed out $10.4M during the semi rally. $MS Co-Pres: Sold $6M worth of stock. $GS Leadership: CEO & Treasurer trimmed a combined $2.9M. $MRK Pres (US): Sold $1.8M. Buyers 🟢 $ABT CEO: Big bet on the futurebought $2.01M at $107. $IBM Director: Added $304k to their position. $INTC CFO: Picked up $250k at $42.50 (turnaround play). $GME Director: Lawrence Cheng added another $114k at $22.87. $CRSP"
[X Link](https://x.com/k2__investment/status/2020192996747022716) 2026-02-07T17:48Z [----] followers, [--] engagements
"Last week insider trading overview highlighting major purchases and sales by investors directors and executives. Sellers 🔴 $JNJ CEO: Unloaded $22.1M near $221/share (still holds 308k shares). $MU EVP: Cashed out $10.4M during the semi rally. $MS Co-Pres: Sold $6M worth of stock. $GS Leadership: CEO & Treasurer trimmed a combined $2.9M. $MRK Pres (US): Sold $1.8M. Buyers 🟢 $ABT CEO: Big bet on the futurebought $2.01M at $107. $IBM Director: Added $304k to their position. $INTC CFO: Picked up $250k at $42.50. $GME Director: Lawrence Cheng added another $114k at $22.87. $CRSP CMO: Small"
[X Link](https://x.com/k2__investment/status/2020193707404689545) 2026-02-07T17:51Z [----] followers, [---] engagements
"Company Statement: "Since launching the compounded semaglutide pill. weve had constructive conversations with stakeholders. As a result we have decided to stop offering access to this treatment" "Constructive conversations" is corporate code for: The FDA and Novo Nordisk lawyers made it clear we would get crushed. $HIMS management finally faced reality. The "David vs. Goliath" hype trade is dead. https://twitter.com/i/web/status/2020218086520131636 https://twitter.com/i/web/status/2020218086520131636"
[X Link](https://x.com/k2__investment/status/2020218086520131636) 2026-02-07T19:28Z [----] followers, [----] engagements
"$HIMS is pulling its compounded semaglutide pill. The company just announced it will stop offering the oral weight loss treatment following "conversations with stakeholders" Short-lived experiment. Hims blinked first in the standoff with $NVO. Expect volatility to keep hitting $HIMS until they clarify if the injections are next on the chopping block. https://twitter.com/i/web/status/2020220060854522006 https://twitter.com/i/web/status/2020220060854522006"
[X Link](https://x.com/k2__investment/status/2020220060854522006) 2026-02-07T19:36Z [----] followers, [---] engagements
"Jim Cramer claims the Trump Admin used this weeks crash to start filling the U.S. Strategic Bitcoin Reserve. Heard around $60K they started filling the $BTC reserve. If the White House is actively bidding at $60k thats no longer just technical support could be a government-backed floor. Is $60k the bottom or is Jim giving us the "Cramer Kiss of Death"😏 https://twitter.com/i/web/status/2020224876145983919 https://twitter.com/i/web/status/2020224876145983919"
[X Link](https://x.com/k2__investment/status/2020224876145983919) 2026-02-07T19:55Z [----] followers, [---] engagements
"The market translation is simple: Trump administration is coordinating to run the economy hot (cuz midterm). The Dollar hitting 4-year lows isn't being treated as a crisis by the WH but as a "competitive advantage" for exports. In this environment assets are a survival mechanism against debasement. But always know what you own. Don't just chase the hypevolatility is expected especially in H1. https://twitter.com/i/web/status/2020514544360054981 https://twitter.com/i/web/status/2020514544360054981"
[X Link](https://x.com/k2__investment/status/2020514544360054981) 2026-02-08T15:06Z [----] followers, [----] engagements
"The interest bill is just one side of the coin. The real alarm bell is who is holding that debt. For the first time since [----] Central Banks now hold more Gold reserves than U.S. Treasuries (see chart). While private investors are still buying the official sector is quietly de-risking and moving back to hard assets. Thats the true signal in the noise. https://twitter.com/i/web/status/2020542239139615022 https://twitter.com/i/web/status/2020542239139615022"
[X Link](https://x.com/k2__investment/status/2020542239139615022) 2026-02-08T16:56Z [----] followers, [----] engagements
"Spot on regarding the ZIRP (Zero Interest Rate Policy) hangover. The 2021/22 spike was definitely artificial. Its less that AI is "taking jobs" en masse and more that efficiency gains + expensive capital have raised the barrier to entry. Senior roles are sticky but the junior pipeline has effectively frozen. https://twitter.com/i/web/status/2020543276172894461 https://twitter.com/i/web/status/2020543276172894461"
[X Link](https://x.com/k2__investment/status/2020543276172894461) 2026-02-08T17:00Z [----] followers, [---] engagements
"@Barchart Is that Z-score a "trap" Cuz seem like could be. Historic crowdedness on the short side (3 SD) usually ends one way: a violent rip higher when the rush to cover starts. Maybe bears just providing the liquidity for the next leg up"
[X Link](https://x.com/k2__investment/status/2020606915429200009) 2026-02-08T21:13Z [----] followers, [---] engagements
"@KobeissiLetter Its not just the metalslook at Japan. The "Takaichi Trade" is officially unleashed. With her landslide victory confirmed Nikkei futures are vertically squeezing past [-----] (+6%). The market knows whats coming: massive stimulus and a weaker Yen"
[X Link](https://x.com/k2__investment/status/2020655745696665986) 2026-02-09T00:27Z [----] followers, [----] engagements
"Morgan Stanley initiates Overweight on $WULF & $CIFR Thesis: The "REIT Endgame". Morgan Stanley is no longer valuing them just as Bitcoin miners. They are pricing them as future AI/HPC Data Center Landlords. Numbers: $WULF: Target $37 (159% upside) $CIFR: Target $38 (157% upside) As they pivot to High-Performance Computing (HPC) their revenue quality shifts from volatile crypto rewards to stable 15-year lease contracts. We know infrastructure is the new alpha. https://twitter.com/i/web/status/2020830626723565828 https://twitter.com/i/web/status/2020830626723565828"
[X Link](https://x.com/k2__investment/status/2020830626723565828) 2026-02-09T12:02Z [----] followers, [---] engagements
"Its actually deeper than the lawsuit $HIMS effectively folded on Saturday. They pulled the $49 pill after the FDA and DOJ threatened criminal probes not just civil litigation. The -17% drop is the market pricing out that entire revenue stream and repricing the massive regulatory risk. Meanwhile $NVO is taking a victory lap up 6% today now that the cheap competition is gone. https://twitter.com/i/web/status/2020836928333971890 https://twitter.com/i/web/status/2020836928333971890"
[X Link](https://x.com/k2__investment/status/2020836928333971890) 2026-02-09T12:27Z [----] followers, [----] engagements
"$MNDY down 14% pre-market. 📉 Classic case of "good quarter bad guide". Q4 earnings beat estimates with 25% growth but the [----] outlook came in light ($1.457B vs $1.48B consensus). Management cited FX headwinds as a drag on margins. The silver lining Big customers aren't leavingretention for $100k+ accounts is steady at 116%. Market is punishing the soft forecast today. https://twitter.com/i/web/status/2020844919087087701 https://twitter.com/i/web/status/2020844919087087701"
[X Link](https://x.com/k2__investment/status/2020844919087087701) 2026-02-09T12:59Z [----] followers, [---] engagements
"Novo Nordisk strikes back. Despite Hims & Hers $HIMS scrapping its compounded oral Wegovy pill on Saturdayjust [--] hours after launchNovo Nordisk $NVO officially filed a lawsuit today. The claim Patent infringement (U.S. Patent 8129343) and "duping consumers" with unapproved drugs. Market Reaction: 📉 $HIMS: Down 20% 📈 $NVO: Up 7% https://twitter.com/i/web/status/2020845783130513771 https://twitter.com/i/web/status/2020845783130513771"
[X Link](https://x.com/k2__investment/status/2020845783130513771) 2026-02-09T13:02Z [----] followers, [---] engagements
"@unusual_whales Its not just a dip. Better to say it's s a divergence. Since [----] productivity has kept climbing while the labor share crashed. We just hit the all-time low of 53.8% in late [----]. The pie is getting bigger but the slice for wages is shrinking"
[X Link](https://x.com/k2__investment/status/2020847250973274493) 2026-02-09T13:08Z [----] followers, [----] engagements
"Bitmine $BMNR confirms $10 billion balance sheet as of Feb [--] [----]. The company solidifies its position as the largest corporate Ethereum treasury globally. Key Financials: $ETH Holdings: [----] million (3.6% of total supply) Cash Position: $595 million Staking Revenue: $202 million annualized Despite recent market volatility Bitmine is expanding its infrastructure with its proprietary staking network (MAVAN) scheduled for launch in Q1 [----]. https://twitter.com/i/web/status/2020870190804676638 https://twitter.com/i/web/status/2020870190804676638"
[X Link](https://x.com/k2__investment/status/2020870190804676638) 2026-02-09T14:39Z [----] followers, [---] engagements
"$WULF IS UP 12%🦾 Morgan Stanley initiates Overweight on $WULF & $CIFR Thesis: The "REIT Endgame". Morgan Stanley is no longer valuing them just as Bitcoin miners. They are pricing them as future AI/HPC Data Center Landlords. Numbers: $WULF: Target $37 (159% upside) $CIFR: Target $38 (157% https://t.co/m8AxpU4gEb Morgan Stanley initiates Overweight on $WULF & $CIFR Thesis: The "REIT Endgame". Morgan Stanley is no longer valuing them just as Bitcoin miners. They are pricing them as future AI/HPC Data Center Landlords. Numbers: $WULF: Target $37 (159% upside) $CIFR: Target $38 (157%"
[X Link](https://x.com/k2__investment/status/2020870752715596002) 2026-02-09T14:41Z [----] followers, [---] engagements
"@moninvestor Morgan Stanley just initiates Overweight on $WULF ($37 PT) & $CIFR ($38 PT)"
[X Link](https://x.com/k2__investment/status/2020872308676514093) 2026-02-09T14:47Z [----] followers, [---] engagements
"UPDATE: The bleeding continues at the open. $PGY has dumped -25% to $13.85. The market is completely ignoring the profit beat and flushing the stock on the weak Q1 guidance and revenue miss. $PGY Q4 Earnings are out. Good: ✅ EPS Beat: $0.80 (vs $0.77 exp) ✅ EBITDA: $98M (+53% YoY) ✅ Network Vol: $2.7B (+34% ex-SFR) Bad: ❌ Revenue Miss: $335M (missed by $14.5M) $PGY is down 14% pre-market. Investors are punishing the top-line miss despite the massive https://t.co/C6MFKQvw4p $PGY Q4 Earnings are out. Good: ✅ EPS Beat: $0.80 (vs $0.77 exp) ✅ EBITDA: $98M (+53% YoY) ✅ Network Vol: $2.7B (+34%"
[X Link](https://x.com/k2__investment/status/2020872644157948179) 2026-02-09T14:49Z [----] followers, [---] engagements
"@IamReitman Yeah just a "small detail" he forgot to mention. 😏 Cant wait for the next hallucination. He has a massive series of these. remember when he swore [----] was the bottom😅"
[X Link](https://x.com/k2__investment/status/2020876471229661412) 2026-02-09T15:04Z [----] followers, [--] engagements
"$HIMS is dropping hard down 27% today after $NVO officially filed a patent infringement lawsuit this morning. Investors are desperate for a lift but right now not even the company's signature sildenafil could prop up this chart.😏 Novo Nordisk strikes back. Despite Hims & Hers $HIMS scrapping its compounded oral Wegovy pill on Saturdayjust [--] hours after launchNovo Nordisk $NVO officially filed a lawsuit today. The claim Patent infringement (U.S. Patent 8129343) and "duping consumers" with https://t.co/XLvrZrGUxL Novo Nordisk strikes back. Despite Hims & Hers $HIMS scrapping its compounded"
[X Link](https://x.com/k2__investment/status/2020878217091936692) 2026-02-09T15:11Z [----] followers, [---] engagements
"Tether effectively flips Saudi Arabia ($133B) and solidifies them as a top 16-17 global holder of U.S. debt. They are essentially running a sovereign-wealth-scale hedge fund with 0% cost of capitaland keeping 100% of the upside. The shift to yield-bearing assets like $JUPUSD (and Ethenas USDe) is the inevitable market correction. Users are finally waking up to the fact that they should be eating that 4-5% risk-free rate not the issuer. The era of "lazy capital" stablecoins is ending. https://twitter.com/i/web/status/2020889825218281924 https://twitter.com/i/web/status/2020889825218281924"
[X Link](https://x.com/k2__investment/status/2020889825218281924) 2026-02-09T15:57Z [----] followers, [---] engagements
"That dip got bought up fast. Crossing $5050 confirms the support at $4500 held strong. With Wells Fargo upgrading their target to $6300 today and central banks still buying the bull run looks intact. Next real test is breaking the $5600 January peak. However keep in mind volatility is wild right now. https://twitter.com/i/web/status/2020890993768169806 https://twitter.com/i/web/status/2020890993768169806"
[X Link](https://x.com/k2__investment/status/2020890993768169806) 2026-02-09T16:02Z [----] followers, [---] engagements
"Beijing says "market risk." The timing says leverage. China urging banks to dump US Treasuries forces yields up right before the confirmed Trump-Xi April summit. This is the pre-game warm-up. Both sides are just stacking chips to see who walks into that meeting with the bigger stick. - https://twitter.com/i/web/status/2020897868815458471 https://twitter.com/i/web/status/2020897868815458471"
[X Link](https://x.com/k2__investment/status/2020897868815458471) 2026-02-09T16:29Z [----] followers, [---] engagements
"$APP is ripping +13% today after short-seller CapitalWatch completely walked back their recent report. The firm issued a formal apology today admitting their "money laundering" allegations were "inaccurate" and based on insufficient verification. Rare to see a short thesis get retracted this hard. The market is clearly liking the reversal. https://twitter.com/i/web/status/2020901212044787796 https://twitter.com/i/web/status/2020901212044787796"
[X Link](https://x.com/k2__investment/status/2020901212044787796) 2026-02-09T16:42Z [----] followers, [---] engagements
"Lets push it higher. 😏 The data is screaming for a squeeze. That chart shows hedge funds piled into single-stock shorts last week at a massive 3-sigma rate (a huge statistical outlier). They bet big on a drop and with the Nasdaq ripping +1% today they are completely offside. If they get forced to cover those positions that buying pressure is just going to be more fuel for this rally. Watch them chase.😅 https://twitter.com/i/web/status/2020903238959050917 https://twitter.com/i/web/status/2020903238959050917"
[X Link](https://x.com/k2__investment/status/2020903238959050917) 2026-02-09T16:50Z [----] followers, [---] engagements
"@Barchart Haha I saw some posts where grifters said they sold $HIMS at the top 😅🤡 For sure they one who sold it at top was CEO (they dumped shares all through 2025)"
[X Link](https://x.com/k2__investment/status/2020910713225490660) 2026-02-09T17:20Z [----] followers, [----] engagements
"Sydney Sweeney rang the NYSE opening bell and the market immediately chose flip green. 🔔 Analysts are talking about tech rebounds and rate cuts but we all know the real catalyst for this green. its the "Sydney Effect".😏 Scoreboard: 📈 $QQQ Nasdaq: +1.00% 📈 $IWM Small Cap: +0.80% 📈 $SPY S&P 500: +0.55% 📈 $DIA Dow Jones: +0.03% https://twitter.com/i/web/status/2020911838049730838 https://twitter.com/i/web/status/2020911838049730838"
[X Link](https://x.com/k2__investment/status/2020911838049730838) 2026-02-09T17:25Z [----] followers, [---] engagements
"Alphabet $GOOGL has tapped the high-grade bond market to raise approximately $15 billion securing capital with maturities extending to [----]. The issuance was met with robust market appetite generating over $100 billion in demandan oversubscription rate that signals strong investor confidence in Googles long-term creditworthiness. Strategic Rationale: The Long Game This issuance is a textbook example of aggressive capital structure optimization during a technological supercycle. Duration Matching: By locking in 40-year capital Alphabet is aligning its financing timeline with the multi-decade"
[X Link](https://x.com/k2__investment/status/2020916191238422647) 2026-02-09T17:42Z [----] followers, [---] engagements
"@zerohedge Oversubscribed by nearly 7x. The real signal here it's the duration. $GOOGL just locked in $15B of capital all the way to [----]. https://x.com/i/status/2020916191238422647 Alphabet $GOOGL has tapped the high-grade bond market to raise approximately $15 billion securing capital with maturities extending to [----]. The issuance was met with robust market appetite generating over $100 billion in demandan oversubscription rate that signals strong https://t.co/DkN7Il2Jiq https://x.com/i/status/2020916191238422647 Alphabet $GOOGL has tapped the high-grade bond market to raise approximately"
[X Link](https://x.com/k2__investment/status/2020917157186470209) 2026-02-09T17:46Z [----] followers, [---] engagements
"@StockSavvyShay Everyone is worried about quarterly AI spending meanwhile the bond market just threw $100B at $GOOGL to fund it. They accepted $15B with maturities stretching to [----]. This is the war chest for the next decade of compute and energy"
[X Link](https://x.com/k2__investment/status/2020917972957565273) 2026-02-09T17:49Z [----] followers, [---] engagements
"The market is clearly voting "Yes" on the Stereolabs deal. $OUST is breaking out to $21.33 (+9.8%). If you pulled the trigger at market open youre already sitting on a 9% gain $OUST is officially combining Lidar + AI Vision. They just closed the StereoLabs acquisition creating a unified sensing platform for "Physical AI." Deal: Price: $35M cash + 1.8M shares (vesting over [--] yrs) Financials: Adds $16M in [----] revenue + EBITDA https://t.co/yk9GPH010G $OUST is officially combining Lidar + AI Vision. They just closed the StereoLabs acquisition creating a unified sensing platform for "Physical"
[X Link](https://x.com/k2__investment/status/2020918802536374544) 2026-02-09T17:52Z [----] followers, [---] engagements
"AMKOR TECHNOLOGY $AMKR Q4: SMASHES ESTIMATES Numbers Revenue: $1.89B (vs. $1.84B est) +16% YoY 🟢 EPS: $0.69 (vs. $0.44 est) Massive Beat Q1 Outlook: $1.60B$1.70B (Implies 25% YoY growth vs Q1 '25) $AMKR is 3% UP after-hours. Advanced Packaging is doing the heavy lifting. CEO Kevin Engel cited record revenue in both Advanced Packaging and Computing noting the company enters [----] with "momentum" and is accelerating strategic investments. A very clean "double beat" with strong forward guidance. The semi-packaging cycle recovery looks real. https://twitter.com/i/web/status/2020969515752804845"
[X Link](https://x.com/k2__investment/status/2020969515752804845) 2026-02-09T21:14Z [----] followers, [---] engagements
"$ON Q4 EARNINGS: The Good The Bad & The Massive Buyback Numbers: 📉 Revenue: $1.53B (Miss vs $1.55B Q3) 🔴 Margins: Compressed. GAAP Gross Margin fell to 36.0% (from 37.9%). 🟢 EPS: Non-GAAP $0.64 (Beat vs $0.63 Q3). Outlook (Q1 2026): Guidance is soft. Revs expected $1.435B - $1.535B. Signaling continued digestion in auto/industrial markets. $6B Share Buyback Authorized. For context: $ON market cap is $27B. They just authorized repurchasing nearly 22% of the entire company over [--] years. That creates a massive floor for the stock. Doubling down on the GaN roadmap (new 650V devices) + AI power"
[X Link](https://x.com/k2__investment/status/2020972583508660388) 2026-02-09T21:26Z [----] followers, [---] engagements
"$CRDO just dropped a massive preliminary update for Q3 FY26. Numbers: 🔹Revenue: Expecting $404M - $408M (blowing past the prior $335M-$345M guide). 🔹Growth: On track for 200%+ YoY revenue growth for the full fiscal year. 🔹Outlook: Management sees continued momentum with mid-single-digit sequential growth into Q4. Demand for high-speed connectivity (AEC/DSP) in AI infrastructure is accelerating faster than anticipated. Analysts have been raising price targets (ranging $220-$250) leading up to this but this beat still clears the high bar. $CRDO is reacting aggressively after hours (+13% to"
[X Link](https://x.com/k2__investment/status/2020975360163066016) 2026-02-09T21:37Z [----] followers, [---] engagements
"@StockSavvyShay $CRDO guiding $406M (vs $340M exp) proves hyperscalers are panic-buying AECs to keep up with AI clusters. This is a signal that the infrastructure build-out is accelerating not slowing"
[X Link](https://x.com/k2__investment/status/2020975797495034133) 2026-02-09T21:39Z [----] followers, [---] engagements
"This logic is completely backwards.😅 When the US shuts out Chinese goods that excess inventory floods open markets like the UK at a discount to clear supply. Its deflationary dumping not price gouging. Even her own colleagues admit this trade diversion drags inflation down. Mann is just rewriting basic economics to justify keeping rates higher for longer. https://twitter.com/i/web/status/2020981147556311543 https://twitter.com/i/web/status/2020981147556311543"
[X Link](https://x.com/k2__investment/status/2020981147556311543) 2026-02-09T22:00Z [----] followers, [----] engagements
"Short-term investors are addicted to the buyback "sugar high" but the Hyperscalers are playing a different game. They are burning cash today to own the entire board tomorrow. The real story here is the Great Divergence with $AAPL. While $AMZN $GOOGL $MSFT and $META are pouring $600B+ into a literal arms race for AI dominance Apple has chosen the complete opposite path: minimal CapEx ($13B) and massive buybacks. One side is betting on brute force infrastructure to own the future the other is betting they can just "rent" it later. It is the ultimate strategic split: The Builders vs. The"
[X Link](https://x.com/k2__investment/status/2020982673293050202) 2026-02-09T22:06Z [----] followers, [---] engagements
"@Cointelegraph The bond market just threw $100B at $GOOGL to fund it. They accepted $15B with maturities stretching to [----]. This is the war chest for the next decade of compute and energy. https://x.com/i/status/2020916191238422647 Alphabet $GOOGL has tapped the high-grade bond market to raise approximately $15 billion securing capital with maturities extending to [----]. The issuance was met with robust market appetite generating over $100 billion in demandan oversubscription rate that signals strong https://t.co/DkN7Il2Jiq https://x.com/i/status/2020916191238422647 Alphabet $GOOGL has tapped"
[X Link](https://x.com/k2__investment/status/2020983097211093491) 2026-02-09T22:08Z [----] followers, [---] engagements
"@SawyerMerritt SpaceX just called the bluff and won"
[X Link](https://x.com/k2__investment/status/2020987928768368649) 2026-02-09T22:27Z [----] followers, [----] engagements
"@chamath Sad to see that stats. Ive seen this play out with some of my own friends people claiming its "just for relaxing" while they slowly check out of life. "Zombie" is honestly the perfect word for it. We are sleepwalking into a massive addiction crisis"
[X Link](https://x.com/k2__investment/status/2020994900444275081) 2026-02-09T22:55Z [----] followers, [---] engagements
"@zerohedge US Office of Nuclear Energy are celebrating signed papers while China are pouring concrete.😬"
[X Link](https://x.com/k2__investment/status/2020995933643964721) 2026-02-09T22:59Z [----] followers, [---] engagements
"Data Center stocks has absolutely massive day. Look at the board: 🔹 $WULF +16.5% 🔹 $CIFR +13.7% 🔹 $IREN +10.3% 🔹 $NBIS +7.8% The biggest catalyst today As I mentioned in my early morning post Morgan Stanley initiating Overweight on $CIFR and $WULF today. The institutional thesis is shifting fast they are power infrastructure assets. In an AI world secured power is the new gold. Great day if you followed the signal🦾 https://twitter.com/i/web/status/2020998865810330079 https://twitter.com/i/web/status/2020998865810330079"
[X Link](https://x.com/k2__investment/status/2020998865810330079) 2026-02-09T23:10Z [----] followers, [----] engagements
"@StockSavvyShay Great to see $WULF and $CIFR at top of this list https://x.com/i/status/2020998865810330079 Data Center stocks has absolutely massive day. Look at the board: 🔹 $WULF +16.5% 🔹 $CIFR +13.7% 🔹 $IREN +10.3% 🔹 $NBIS +7.8% The biggest catalyst today As I mentioned in my early morning post Morgan Stanley initiating Overweight on $CIFR and $WULF today. The https://t.co/YJPsdcIySU https://x.com/i/status/2020998865810330079 Data Center stocks has absolutely massive day. Look at the board: 🔹 $WULF +16.5% 🔹 $CIFR +13.7% 🔹 $IREN +10.3% 🔹 $NBIS +7.8% The biggest catalyst today As I"
[X Link](https://x.com/k2__investment/status/2020999997698064701) 2026-02-09T23:15Z [----] followers, [---] engagements
"$SPOT Q4 Earnings: Profitability Explosion Spotify just crushed earnings expectations while delivering record user growth. The pivot to efficiency is paying off. EPS: [----] (massive beat by 1.65) Revenue: 4.53B (+8% YoY) MAUs: 751M (+11% YoY) Record 38M net adds Premium Subs: 290M (+10% YoY) Subscriber growth is accelerating across all regions. The "efficiency" strategy is printing cash. But ad revenue slipped -4% and currency headwinds ate about 6% of top-line growth. Outlook: Q1 Revenue guidance (4.5B) came in slightly light vs consensus but user trajectory remains strong (targeting 759M"
[X Link](https://x.com/k2__investment/status/2021186241274798100) 2026-02-10T11:35Z [----] followers, [---] engagements
"$OSCR Q4 Oscar Health just dropped a chaotic report. Q4 results missed across the board with a rough MLR spike BUT management just stunned the market with a massive [----] outlook. Q4 '25 Results: Rev: $2.81B (Missed $3.11B est) EPS: ($1.24) (Missed $0.89 est) MLR: 95.4% (Spiked from 88% YoY) Costs ran hot to end the year. FY26 Guidance: Rev: $18.9B BLOWS PAST the $12.8B estimate. Ops Earnings: $350M (Midpoint) MLR: 82.9% (Projecting a major efficiency reset) Management is calling [----] a "reset" year to clear the decks. They are betting the house on a profitable high-growth [----]. Shares"
[X Link](https://x.com/k2__investment/status/2021189786409542094) 2026-02-10T11:49Z [----] followers, [---] engagements
"@StockSavvyShay $OSCR took all the pain in Q4 (95% MLR is rough) to set up a massive FY26. That $18.9B revenue guide vs $12.8B estimate is the real story here. If they hit those '26 targets today's miss won't matter"
[X Link](https://x.com/k2__investment/status/2021191425115701624) 2026-02-10T11:56Z [----] followers, [----] engagements
"$TSM just dropped a monster January report. Revenue: $12.7B (+37% YoY) Tracking well ahead of their 30% full-year guidance. To keep up with insane AI demand ( $NVDA $AAPL) they just greenlit: $30B capital injection $1.9B bond issuance $TSM is +3% premarket. If you thought the AI hardware cycle was peaking check the CapEx. https://twitter.com/i/web/status/2021199009092673857 https://twitter.com/i/web/status/2021199009092673857"
[X Link](https://x.com/k2__investment/status/2021199009092673857) 2026-02-10T12:26Z [----] followers, [---] engagements
"The acceleration here is wild. 📈 Adding 1M users in under [--] months proves the viral growth phase is fully underway. With 10M active subs Starlink's annual revenue run rate is likely pushing past $12B$15B effectively turning the constellation into a self-sustaining cash engine for the Starship program. https://twitter.com/i/web/status/2021689650067234950 https://twitter.com/i/web/status/2021689650067234950"
[X Link](https://x.com/k2__investment/status/2021689650067234950) 2026-02-11T20:55Z [----] followers, [--] engagements
"@KobeissiLetter It's structural degeneracy not "risk appetite"😅"
[X Link](https://x.com/k2__investment/status/2021718978951881100) 2026-02-11T22:52Z [----] followers, [---] engagements
"RT @k2__investment: Tomorrow morning before the opening bell Nebius Group $NBIS reports Q4 numbers. Here is the setup and what matters"
[X Link](https://x.com/anyuser/status/2021899590082134202) 2026-02-12T10:50Z [----] followers, [--] engagements
"@IREN_Ltd The institutional stamp of approval fot $IREN is finally here. MSCI USA Index inclusion means massive visibility and forced passive inflows effective Feb [--]. The market is waking up to the fact that this is a utility-scale AI infrastructure play"
[X Link](https://x.com/k2__investment/status/2022108521089908932) 2026-02-13T00:40Z [----] followers, [----] engagements
"$BKKT stock sank 16% today as the reality of its transition from loyalty rewards to pure-play crypto infrastructure hits the balance sheet. The Situation: - Holdings dropped to $26M$28M (Dec 31) from $64M in Sept. The company is burning cash to fund its transformation. - Announced a new $300M "At-The-Market" (ATM) equity program. They need the capital flexibility but shareholders are paying the price today. Bakkt is going all-in on digital assets scaling its Zaira stablecoin platform expanding the Bakkt Agent initiative and pushing into Japan & India. The loyalty business is gone (sold in Oct"
[X Link](https://x.com/k2__investment/status/2013665562002424302) 2026-01-20T17:30Z [----] followers, [----] engagements
"Bloomberg reports Samsung $SSNLF has entered the final qualification stage for $NVDA Nvidia's HBM4 chips with mass production slated for February. This directly targets the market share held by leaders like Micron $MU and SK Hynix. AI memory prices are projected to surge 50% this quarter (vs Q4 '25) as global demand outstrips supply. If Samsung hits the Feb target they catch the wave perfectly. https://twitter.com/i/web/status/2015659387352711240 https://twitter.com/i/web/status/2015659387352711240"
[X Link](https://x.com/k2__investment/status/2015659387352711240) 2026-01-26T05:33Z [----] followers, [---] engagements
"Cipher Mining $CIFR is locking in capital for its AI pivot. Its subsidiary Black Pearl Compute just priced a $2B senior notes offering (6.125% coupon due 2031). Breakdown: Fund the completion of the Black Pearl HPC data center in Wink TX. Finances construction + reimburses Cipher $232.5M for prior equity spend. Reports signal massive interest over $13B in orders for a $2B "junk" rated deal. The market is starved for AI-ready power infrastructure. By securing this debt now Cipher fully funds its transition from pure Bitcoin mining to High-Performance Computing (HPC) without further diluting"
[X Link](https://x.com/k2__investment/status/2019187494713962564) 2026-02-04T23:13Z [----] followers, [---] engagements
"SpaceX flips the script: Moon first Mars later. According to a new WSJ report SpaceX has told investors it is delaying its Mars ambitions to prioritize a lunar landing. The new flight plan: Primary Focus: Delivering for NASAs Artemis program. New Target: An uncrewed Starship landing on the Moon by March [----]. Mars Status: Pushed back. The Red Planet is no longer the immediate next step. Reality is setting in. While Mars is the dream the Moon is the contract. With NASA writing the checks for the Artemis lander commercial obligations are taking the front seat over colonization goals. The "Moon"
[X Link](https://x.com/k2__investment/status/2019924932679921904) 2026-02-07T00:03Z [----] followers, [----] engagements
"@unusual_whales Beat raise and re-acceleration to 34% growth. The "agents" narrative is driving real enterprise spend not just hype. That $NET FY26 guidance is strong. https://x.com/i/status/2021334169817874809 Cloudflare $NET delivers a "Beat & Raise" for Q4. The growth engine is re-accelerating. The Numbers: 🟢 Revenue: $614.5M (vs $591.3M est) +34% YoY 🟢 Adj. EPS: $0.28 (vs $0.27 est) FY26 Guidance: $2.78B+ (Strong) Its officially an AI infrastructure play. Management https://t.co/h0a0ZfigV5 https://x.com/i/status/2021334169817874809 Cloudflare $NET delivers a "Beat & Raise" for Q4. The"
[X Link](https://x.com/k2__investment/status/2021334881926885651) 2026-02-10T21:26Z [----] followers, [---] engagements
"@StockSavvyShay The "AI Agent" thesis is actually playing out in the numbers. Management calling agents the "new users of the web" isn't just fluff when you see a $42.5M deal land. This is the clean beat & raise $NET needed"
[X Link](https://x.com/k2__investment/status/2021335028534476889) 2026-02-10T21:26Z [----] followers, [---] engagements
"@KobeissiLetter Classic knee-jerk reaction to a headline miss. The market is flushing it on revenue but ignoring the +68% asset growth and the EPS beat ($0.66). If $HOOD keep gathering assets at this pace the revenue will catch up. https://x.com/i/status/2021330996910788695 $HOOD Q4 EARNINGS: MIXED BAG Headline Numbers Top-line came in light ($1.28B revenue vs $1.34B est 🔴) but profitability beat expectations with EPS of $0.66 (vs $0.63 est 🟢). Asset Accumulation While revenue missed the platform is becoming a deposit vacuum. Users are https://t.co/2jRpzvBAjQ"
[X Link](https://x.com/k2__investment/status/2021335703322554691) 2026-02-10T21:29Z [----] followers, [----] engagements
"Ford $F dropped Q4 numbers and its a messy one at first glance. Headlines: Revenue: $45.9B (beat estimates but down 5% YoY). Net Loss: A massive $11.1B loss (vs. $1.8B profit last year). This is largely non-cash "kitchen sinking"impairment charges as they reset their EV strategy. EPS: $0.39 Adjusted (beat consensus by $0.20). Cash Cow: Ford Pro (commercial) is still carrying the team with $1.23B EBIT. Cash Burn: Model e (EVs) lost another $1.22B. Ford is officially pivoting. They are leaning harder into hybrids and shifting North American EV plans to a "Universal EV Platform" (low-cost"
[X Link](https://x.com/k2__investment/status/2021339215913717924) 2026-02-10T21:43Z [----] followers, [---] engagements
"@SlavyE Thanks 🫡 The setup for [----] is going to be the real test for $HOOD"
[X Link](https://x.com/k2__investment/status/2021343412356776008) 2026-02-10T21:59Z [----] followers, [---] engagements
"@ramizwebti 100%. They aren't wasting any time building out the full stack. All eyes on the earnings print this Thursday. That report is going to tell us if the revenue growth is keeping up with this speed"
[X Link](https://x.com/k2__investment/status/2021345297822253285) 2026-02-10T22:07Z [----] followers, [--] engagements
"$NET added $353M in new RPO this quarter. The previous record was $183M. They nearly doubled it. This is what a massive re-acceleration looks like. $NET is already up 9% AH Cloudflare $NET delivers a "Beat & Raise" for Q4. The growth engine is re-accelerating. The Numbers: 🟢 Revenue: $614.5M (vs $591.3M est) +34% YoY 🟢 Adj. EPS: $0.28 (vs $0.27 est) FY26 Guidance: $2.78B+ (Strong) Its officially an AI infrastructure play. Management https://t.co/h0a0ZfigV5 Cloudflare $NET delivers a "Beat & Raise" for Q4. The growth engine is re-accelerating. The Numbers: 🟢 Revenue: $614.5M (vs $591.3M"
[X Link](https://x.com/k2__investment/status/2021346237455401276) 2026-02-10T22:11Z [----] followers, [---] engagements
"@StockSavvyShay Spot on. In an AI world point solutions get crushed and platforms get stronger. That acceleration to 48% proves $NET it's not just a CDN anymore. They are the connectivity layer for the entire AI economy"
[X Link](https://x.com/k2__investment/status/2021346641316544530) 2026-02-10T22:12Z [----] followers, [----] engagements
"$AMZN just made it official: they hold a 5.3% stake in electric aviation firm Beta Technologies $BETA Details: Amazon disclosed ownership of 11.75M shares via its Climate Pledge Fund. $BETA surged +18% in after-hours trading (reclaiming the $20 level). Beta isn't just "flying cars" (eVTOLs)they are building the charging infrastructure to power them. $AMZN has backed them privately since [----] but doubling down post-IPO signals serious intent for future logistics. The stock had been beaten down since its November IPO ($34) so this is a major vote of confidence from the biggest logistics player"
[X Link](https://x.com/k2__investment/status/2021354712872710166) 2026-02-10T22:44Z [----] followers, [----] engagements
"$ASTS Update: BlueBird [--] Successfully Deployed Significant engineering milestone confirmed. AST SpaceMobile has successfully deployed the largest commercial communications antenna ever placed in Low Earth Orbit. Technical Breakdown: 🔹Scale: The [----] sq ft array is now. fully operational. 🔹Implication: This successfully validates the mechanical architecture for the upcoming Block [--] constellation (which scales 3.5x larger than Block 1). This is a critical de-risking event. The deployment confirms the structural integrity of the large-scale folding mechanism in space. The primary risk now"
[X Link](https://x.com/k2__investment/status/2021429557174161879) 2026-02-11T03:42Z [----] followers, [---] engagements
"$AMZN just secured FCC approval for [----] additional satellites bringing the total "Amazon Leo" constellation to nearly [----]. This is the regulatory green light to truly rival Starlinkbut it comes with a massive price tag. Investors are already eyeing the $200B [----] capex guidance that shook the stock last week. The execution pressure is on. The first heavy-lift Ariane [--] launch (LE-01) is scheduled for this Thursday Feb [--]. https://twitter.com/i/web/status/2021435401722823092 https://twitter.com/i/web/status/2021435401722823092"
[X Link](https://x.com/k2__investment/status/2021435401722823092) 2026-02-11T04:05Z [----] followers, [---] engagements
"$MU Update: Execution Noise Two material developments for the bull case today: HBM4 shipments started a full quarter early. High-volume production is live. Morgan Stanley hiked Micron PT to $450 dismissing recent production concerns as "irrelevant" With supply tightening across the sector Micron is capitalizing on the accelerated timeline. $MU 9% up today. https://twitter.com/i/web/status/2021662512555471038 https://twitter.com/i/web/status/2021662512555471038"
[X Link](https://x.com/k2__investment/status/2021662512555471038) 2026-02-11T19:07Z [----] followers, [---] engagements
"MCDONALDS $MCD Q4: RESILIENCE & EXECUTION 📈 While the broader consumer sector faces headwinds McDonalds delivered a decisive beat proving the strength of its value proposition and operational scale. Key Numbers: Revenue: $7.01B vs. $6.84B est. (Solid Beat) 🟢 EPS: $3.12 vs. $3.05 est. (Beat) 🟢 Comps: Global +5.7% U.S. +6.8% (Outperforming estimates) 🟢 This performance goes beyond simple inflation pricing. Systemwide sales grew 11% driven significantly by the "Accelerating the Arches" strategy. The 20% growth in digital sales and strong loyalty program adoption indicates that McDonald's is"
[X Link](https://x.com/k2__investment/status/2021692362364187119) 2026-02-11T21:06Z [----] followers, [---] engagements
"CISCO Q2 Solid print from $CSCO today. They didnt just beat estimates. Cisco showing the AI pivot is actually moving the needle. Numbers: Rev: $15.3B (vs $15.1B est) 📈 Adj EPS: $1.04 (vs $1.02 est) Net Income: $3.2B Margins: Healthy at 34.6% Order growth is back. Networking and AI infrastructure demand are offsetting the legacy slowdowns. Outlook: FY Revenue guidance raised to $61.2B-$61.7B. Management is signaling confidence for the rest of [----]. Legacy tech is proving it still has legs in the AI era. $CSCO DOWN 2% AH https://twitter.com/i/web/status/2021693651886211548"
[X Link](https://x.com/k2__investment/status/2021693651886211548) 2026-02-11T21:11Z [----] followers, [---] engagements
"$APP Q4 EARNINGS NUMBERS: ✅ Revenue: $1.66B (Beat $1.61B exp) ✅ EPS: $3.24 (Smashing $2.94 exp) ✅ EBITDA: $1.4B (Beat $1.3B exp) GUIDANCE (Q1): 📈 Rev Outlook: $1.8B (vs $1.7B est) 📈 EBITDA: $1.5B (vs $1.4B est) Clean beat and raise. The AI-ad engine is accelerating and guidance suggests momentum isn't slowing down for [----]. $APP DOWN 7% AH https://twitter.com/i/web/status/2021694616102158402 https://twitter.com/i/web/status/2021694616102158402"
[X Link](https://x.com/k2__investment/status/2021694616102158402) 2026-02-11T21:15Z [----] followers, [----] engagements
"@unusual_whales Clean beat & raise by $APP https://x.com/i/status/2021694616102158402 $APP Q4 EARNINGS NUMBERS: ✅ Revenue: $1.66B (Beat $1.61B exp) ✅ EPS: $3.24 (Smashing $2.94 exp) ✅ EBITDA: $1.4B (Beat $1.3B exp) GUIDANCE (Q1): 📈 Rev Outlook: $1.8B (vs $1.7B est) 📈 EBITDA: $1.5B (vs $1.4B est) Clean beat and raise. The AI-ad engine is accelerating https://t.co/iNExpSuizM https://x.com/i/status/2021694616102158402 $APP Q4 EARNINGS NUMBERS: ✅ Revenue: $1.66B (Beat $1.61B exp) ✅ EPS: $3.24 (Smashing $2.94 exp) ✅ EBITDA: $1.4B (Beat $1.3B exp) GUIDANCE (Q1): 📈 Rev Outlook: $1.8B (vs $1.7B"
[X Link](https://x.com/k2__investment/status/2021695579483517124) 2026-02-11T21:19Z [----] followers, [---] engagements
"$AMZN has officially overtaken $NVDA as the most purchased US stock by retail investors in recent sessions"
[X Link](https://x.com/k2__investment/status/2021700653156913333) 2026-02-11T21:39Z [----] followers, [---] engagements
"Albemarle $ALB Q4 '25 Revenue beat expectations at $1.43B (+16% YoY) driven by a 17% jump in Energy Storage volume but the bottom line lagged with a -$0.53 EPS miss. The FY26 outlook is now a massive leverage play on lithium spot prices: 📉 @ $10/kg: $1B Adj. EBITDA 📈 @ $20/kg: $2.5B Adj. EBITDA With Feb '26 spot prices correcting slightly after the Jan spike (North Asia $16/kg US $9.5/kg) $ALB sits right between these scenarios. $ALB down 3% AH as the market weighs the volume growth against the pricing volatility. https://twitter.com/i/web/status/2021703217839845696"
[X Link](https://x.com/k2__investment/status/2021703217839845696) 2026-02-11T21:49Z [----] followers, [---] engagements
"$VKTX Q4 [----] Earnings & Pipeline Update Financials: Revenue: $0M (Clinical stage) EPS: ($1.38) Cash Position: $706M (Strong runway for Phase [--] push) Clinical Catalysts: ✅ VANQUISH-1 (SubQ): Fully enrolled ahead of schedule (4500+ patients). ✅ VANQUISH-2: Enrollment wrapping up this quarter (1Q26). Oral VK2735: Phase [--] advancing in 3Q26 post-FDA feedback. Oral Data: Up to 12.2% weight loss at [--] weeks; 80% of patients hit 10% loss. Novel Amylin: IND filing planned for 1Q26. CEO Outlook: Exceptional year. rapid progress across obesity portfolio. Brian Lian Ph.D. $VKTX up 9% AH market reacting"
[X Link](https://x.com/k2__investment/status/2021705129917911245) 2026-02-11T21:57Z [----] followers, [---] engagements
"PayPal $PYPL hits a wall (crashing -30% YTD on weak [----] guidance) and now X Money enters the chat. It feels like the final chapter of a 25-year grudge match. If this takes off Musk might effectively hammer the final nail into the coffin of the very giant he built. The circle is nearing completion. NEWS: Money will be launching in 1-2 months in a limited external beta and then worldwide to all users later. Elon Musk: "This is intended to be the place where all the money is. The central source of all monetary transactions. It's going to be a game-change." https://t.co/ObbKDyCVXJ NEWS: Money"
[X Link](https://x.com/k2__investment/status/2021713241928286471) 2026-02-11T22:29Z [----] followers, [---] engagements
"$ASTS down 10% After Hours. 📉 Why AST SpaceMobile just announced a massive $1.0B convertible senior notes offering (due 2036). Goal Aggressive execution. They are securing a war chest to: 🚀 Accelerate global spectrum deployment. 🧠 Monetize AI capabilities & proprietary tech. Expand U.S. Government space contracts. 📉 Reduce high-interest debt (optimizing the balance sheet). While the market hates the immediate dilution risk this cash injection secures the runway to execute the [----] roadmap. The thesis remains but the entry price just reset."
[X Link](https://x.com/k2__investment/status/2021716878884782131) 2026-02-11T22:44Z [----] followers, [---] engagements
"Cathie Wood stepped in aggressively today allocating major capital into the $HOOD and $SHOP dips. ARK Trading Desk Feb [--] 2026: 🟢 Aggressive Buys: $HOOD [------] shares ($34M) $BLSH [------] shares $FIG [------] shares $SHOP [------] shares $CRCL [-----] shares 🔴 Sells: $U [------] shares $PINS [------] shares $ABNB [------] shares $TWST [------] shares $PD [------] shares $Z [-----] shares $GTLB [-----] shares https://twitter.com/i/web/status/2021775300665770486 https://twitter.com/i/web/status/2021775300665770486"
[X Link](https://x.com/k2__investment/status/2021775300665770486) 2026-02-12T02:36Z [----] followers, [---] engagements
"$GRAB ACQUIRES STASH Grab is buying 100% of US fintech Stash at a $425M valuation. Numbers: 🔸$5B AUM across 1M+ paying subscribers. 🔸Cash-flow positive today. 🔸Projecting $60M+ Adj. EBITDA by [----]. Stash operates independently in the US post-close. Long-term Grab plans to export Stashs AI Money Coach tech to Southeast Asia. Target close: Q3 [----]. https://twitter.com/i/web/status/2021825192884891804 https://twitter.com/i/web/status/2021825192884891804"
[X Link](https://x.com/k2__investment/status/2021825192884891804) 2026-02-12T05:54Z [----] followers, [---] engagements
"$NBIS from [--] sites to [--]. From 2.5GW to 3.0GW. $NBIS Q4 Earnings The headline numbers missed but the guidance just confirmed the thesis is stronger than ever. 🔴 Revenue: $227.7M vs $242.8M est (Miss 6%) 🔴 EPS: -$0.68 vs -$0.44 est (Miss 55%) 🟢 Guidance Beat: Management is forecasting revenue and capacity well above https://t.co/euBtIIuukc $NBIS Q4 Earnings The headline numbers missed but the guidance just confirmed the thesis is stronger than ever. 🔴 Revenue: $227.7M vs $242.8M est (Miss 6%) 🔴 EPS: -$0.68 vs -$0.44 est (Miss 55%) 🟢 Guidance Beat: Management is forecasting revenue and"
[X Link](https://x.com/k2__investment/status/2021933917604041050) 2026-02-12T13:06Z [----] followers, [---] engagements
"@StockSavvyShay $ALAB crushed top and bottom lines but after running +19% into the print the market wanted perfection. Valuation resetting but the AI growth story is clearly still intact"
[X Link](https://x.com/k2__investment/status/2021333582690853254) 2026-02-10T21:20Z [----] followers, [----] engagements
"The actual print didn't just beat the forecast. It completely blew out the standard deviation bell curve. The market was priced for a cool-down but a 130k print against a 50k forecast its an inflationary signal that forces the Fed to keep rates higher for longer (especially under Powell till May). https://twitter.com/i/web/status/2021582501706170611 https://twitter.com/i/web/status/2021582501706170611"
[X Link](https://x.com/k2__investment/status/2021582501706170611) 2026-02-11T13:50Z [----] followers, [----] engagements
"@DeItaone $SPX (-1.1%) and $QQQ (-1.7%) falling too It's coming.😅"
[X Link](https://x.com/k2__investment/status/2021984903592813003) 2026-02-12T16:29Z [----] followers, [---] engagements
"Raymond James upgrades $OSCR to Outperform 📈 New Target: $18 The bull case: Margin Inflection: Expecting 2% EBIT margins in [----] as pricing improves. Stability: The ACA backdrop is calming down; subsidies/risk adjustment noise is priced in. Resilience: Healthcare spending is holding up better than discretionary right now. Analysts call it "the best house in a tough neighborhood." As a digital-first player Oscar is grabbing market share while others retreat. $OSCR up 4% today. https://twitter.com/i/web/status/2021978015182344678 https://twitter.com/i/web/status/2021978015182344678"
[X Link](https://x.com/k2__investment/status/2021978015182344678) 2026-02-12T16:01Z [----] followers, [---] engagements
"@StockSavvyShay Reliable hypersonic testing is a massive moat right now. HASTE delivering for the DIU this quickly confirms the $RKLB suborbital strategy is working. This is exactly what the defense sector is starving for"
[X Link](https://x.com/k2__investment/status/2022062642035360081) 2026-02-12T21:37Z [----] followers, [---] engagements
"$BABA takes a hit as U.S.-China tech tensions flare up again. According to the latest Reuters reports the Pentagon is expected to officially add Alibaba to its "Section 1260H" list as soon as today. This roster identifies companies the U.S. alleges are supporting the Chinese military. $BABA down 4% premarket. https://twitter.com/i/web/status/2022300923553341829 https://twitter.com/i/web/status/2022300923553341829"
[X Link](https://x.com/k2__investment/status/2022300923553341829) 2026-02-13T13:24Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@k2__investment Karol Kozicki
Karol Kozicki posts on X about ai, market, $googl, strong the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -34%
- [--] Month [---------] +148%
Mentions: [---] #
- [--] Week [---] -3.40%
- [--] Month [---] +32%
Followers: [-----] #
- [--] Week [-----] +7.80%
- [--] Month [-----] +47%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #2347 finance #6587 technology brands 27.13% cryptocurrencies 9.31% countries 4.79% exchanges #423 automotive brands 2.13% celebrities 1.6% travel destinations 1.33% currencies 0.8%
Social topic influence ai 18.35%, market #1244, $googl 6.65%, strong #1259, $nbis #72, $nvda 5.05%, in the 4.79%, nvda 4.26%, $amzn #850, $btc 4.26%
Top accounts mentioned or mentioned by @stocksavvyshay @kobeissiletter @unusualwhales @zerohedge @deitaone @barchart @mrderivatives @elonmusk @amitisinvesting @slavye @ashcryptoreal @watcherguru @vivek4real @sawyermerritt @iamreitman @itschrisray @ashcrypto @freedom_rider22 @c_s_skeptic @altcoindaily
Top assets mentioned Alphabet Inc Class A (GOOGL) Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Bitcoin (BTC) TeraWulf Inc. (WULF) Iris Energy Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Hims & Hers Health, Inc. (HIMS) Morgan Stanley (MS) Novo-Nordisk (NVO) Robinhood Markets, Inc. (HOOD) Metadium (META) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Ondas Holdings Inc. Common Stock (ONDS) Ethereum (ETH) Coinbase Global Inc. (COIN) Advanced Micro Devices (AMD) Mario Coin (COIN) Micron Technology, Inc. (MU) Strategy (MSTR) Cloudflare, Inc. (NET) Apple, Inc. (AAPL) Pinterest, Inc. (PINS)
Top Social Posts
Top posts by engagements in the last [--] hours
"@AltcoinDaily Disagree. Comparing this market to [----] or [----] is a mistake. The old 4-year cycle playbook is broken. We're in a completely different reality now with spot ETFs massive institutional adoption and corporations holding BTC in their treasuries. The game has changed"
X Link 2025-10-21T01:12Z [----] followers, [----] engagements
"This is a massive direct tailwind for Nebius $NBIS. The connection is simple: Anthropic's observability stack runs on ClickHouse. As Claude's adoption explodes their ClickHouse usage (and costs) will skyrocket. Nebius is a key investor in ClickHouse so Anthropic's growth flows straight to the value of their investment. It's a classic high-growth "pick-and-shovel" win"
X Link 2025-11-04T15:03Z [----] followers, [----] engagements
"That $600B number is wild. This formalizes what Zuck mentioned at the White House back in September. Its a massive bet on building out their own AI infrastructuredata centers tech and talentall in the US by [----]. $META isn't just competing in AI they're planning to own the entire foundation"
X Link 2025-11-07T17:27Z [----] followers, [----] engagements
"@WatcherGuru $SOFI is the first nationally chartered bank to undertake this. They are also planning to introduce a USD stablecoin next year. They aspire to be a leading digital-asset bank not merely a provider of cryptocurrency services"
X Link 2025-11-11T14:46Z [----] followers, [----] engagements
"Always skeptical of this "smart money vs. dumb money" narrative. "Smart money" has underperformed the S&P [---] for years. While it's true hedge funds were dumping stocks (especially tech) in October and early November the very latest BofA flow data from last week showed a twist: It was actually institutional clients who were the big "dip buyers" while retail took a pause"
X Link 2025-11-14T16:29Z [----] followers, 12.1K engagements
"@zerohedge This period in crypto will be call "Season of Liquidation" instead the "Altseason"😅"
X Link 2025-11-14T23:47Z [----] followers, [----] engagements
"@Vivek4real_ Maybe it's 'cause the crypto market's still overleveraged. Any bigger dip turns into cascade liquidations 'cause most crypto folks still haven't learned it's not a 4-year cycle anymore. They open longs after any bigger dip thinking it's the bottom"
X Link 2025-11-16T23:04Z [----] followers, [----] engagements
"@KobeissiLetter 100%. This wasn't a dip; it was a leverage cascade that broke retail sentiment. "Street" won't return en masse without an ATH challenge. The key question remains: who will fund the next leg up"
X Link 2025-11-16T23:56Z [----] followers, [----] engagements
"@StockSavvyShay He's likely right on the long-term demand but we all know the market this week is only focused on one thing: $NVDA earnings on Wednesday. That's the report that will drive the market"
X Link 2025-11-17T11:57Z [----] followers, [----] engagements
"Lol seriously compare a $3T crypto market to the U.S. giantsNVIDIA alone is $5T The "crypto boys" mistake was blindly believing in the '4-year cycle.' The market is flooded with thousands of zero-value shitcoins and leveraged crowds ( cascade liquidations proved how weakwas ATH rally). Institutions are in the drivers seat now ("street" out) and they will dump with zero hesitation if they want and than buyback to pump again and chasing retail again"
X Link 2025-11-19T23:40Z [----] followers, [----] engagements
"@KobeissiLetter Since there was no breaking news headline (like a geopolitical event or surprise rate announcement) to trigger the drop at exactly 10:40 AM the sell-off was likely driven by market mechanics rather than market fundamentals"
X Link 2025-11-20T17:41Z [----] followers, [----] engagements
"Data gravity is the ultimate moatagents can't act effectively if they're disconnected from the actual workflows. Also worth noting that $AMZN is effectively the 'sleeping giant' of the Mag [--] right now. It has significantly lagged peers in [----] but with AWS margins expanding and AI capex set to deliver the setup for [----] looks incredibly strong. Effectively undervalued relative to its growth levers. https://twitter.com/i/web/status/2000954483350577285 https://twitter.com/i/web/status/2000954483350577285"
X Link 2025-12-16T15:41Z [----] followers, [---] engagements
"@unusual_whales Ive been saying this for months: the AI memory demand (HBM) is eating supply alive. Look at $SNDK SanDisk is trading at 28x forward earnings while $MU is still sitting at 10x. If Micron bridges even half that valuation gap $400 isn't just possible its conservative. 😏"
X Link 2026-01-16T17:21Z [----] followers, [---] engagements
"Steph Curry just turned heads in warmups and the market noticed. 👀 The Chef was spotted lacing up On shoes (Roger Federers line) ahead of Wednesdays game marking the first time the Swiss brand has hit an NBA court. The reaction 📈 $ONON shares rallied +4.6% immediately. Curry has been a "sneaker free agent" since his Under Armour deal expired in November. While On says theyre just "thrilled" to see the versatility of their tennis shoe the speculation is already flying: Is Curry testing the waters for a deal Is On about to pivot into basketball First Nike $NKE then $UA now. $ONON The sneaker"
X Link 2026-01-21T19:02Z [----] followers, [---] engagements
"I will be controversial but for soke people getting rejected is a blessing😅 Auto loans are arguably the worst kind of debt you can hold paying interest on a depreciating asset is a guaranteed wealth trap. If a bank says it's too risky to lend you money take the hint and buy a cheap reliable car in cash instead.😏 https://twitter.com/i/web/status/2015482125152051382 https://twitter.com/i/web/status/2015482125152051382"
X Link 2026-01-25T17:49Z [----] followers, [---] engagements
"NVIDIA $NVDA goes all-in on CoreWeave $CRWV with a fresh $2B stake. The deal: Investment: $2 Billion in Class A stock Entry Price: $87.20/share (discount to current market) The Goal: Build [--] gigawatts of AI factories by [----] $CRWV is already reacting pushing past $100 in pre-market (+7.9%). The AI infrastructure race just got a massive capital injection. https://twitter.com/i/web/status/2015773394457743592 https://twitter.com/i/web/status/2015773394457743592"
X Link 2026-01-26T13:06Z [----] followers, [----] engagements
"$RDW up 16% today. The catalyst They just punched a ticket to the Missile Defense Agencys massive $151B SHIELD IDIQ. This plugs Redwire directly into the "Golden Dome" defense architecture opening the door for their digital engineering & space systems to bid on high-level national security work. Just remember its an IDIQ (a license to hunt not a guaranteed check) so revenue depends on winning task orders. But for a company of this size getting a seat at a $151B table is a serious validation of the $RDW defense footprint. https://twitter.com/i/web/status/2016139597348995084"
X Link 2026-01-27T13:21Z [----] followers, [---] engagements
"Yes cuz current situation push Gold higher. Here's why: - Dollar Destruction: DXY hitting 4-year lows. The market is pricing in a "weak dollar" policy from the White House (which Trump want it). - Safe Haven Bid: Geopolitics + low consumer confidence (11-year lows) = capital fleeing to hard assets. - Central Banks: They aren't stopping. The diversification out of fiat is relentless. Also reccomend keep your eyes on Copper (AI/Grid demand) and Uranium (Nuclear renaissance). The supply deficits there are real. https://twitter.com/i/web/status/2016405911980425549"
X Link 2026-01-28T07:00Z [----] followers, [---] engagements
"$JOBY dropping the hammer after hours: announcing a massive $1B capital raise. Theyre splitting it between convertible senior notes (due 2032) and a fresh common stock offering. Details: Target: $1 Billion total proceeds. Goal: Fund the expensive sprint to FAA certification manufacturing ramp-up and commercial launch. Market hates the dilution. Stock is down 13% to $11.60 in after-hours trading. Cash is oxygen in the eVTOL race. $JOBY just secured a massive tank of it but current shareholders are paying the price tonight. https://twitter.com/i/web/status/2016639091056755166"
X Link 2026-01-28T22:26Z [----] followers, [---] engagements
"$RKLB gets the Morgan Stanley nod: $105 Target + Overweight Big vote of confidence from $MS this week. Theyre seeing Rocket Lab as more than just a launch providerit's now a "strategically important" industrial asset. Thesis: Neutron is the key: Expectation for the first launch in early [----] is the main catalyst. Defense Prime Status: That $816M SDA Tranche [--] contract proved they can win against the legacy giants. Reliability: Electrons launch cadence is proven and repeatable solving the "capacity constraint" in the medium-lift market. Sector Shift: MS officially moved their view on the"
X Link 2026-01-29T20:42Z [----] followers, [---] engagements
"@unusual_whales This explains the recent push for synergy. A consolidated $TSLA x SpaceX x xAI entity is basically an index fund for the future"
X Link 2026-01-29T22:51Z [----] followers, [----] engagements
"@zerohedge The "LOW ENERGY KEVIN" posts are probably already sitting in the drafts😅 Trump is hiring a Hawk expecting a Dove weve seen this movie before"
X Link 2026-01-30T01:16Z [----] followers, 163.9K engagements
"The "Prediction Industrial Complex" is out of control. Exhibit A: Tom Lee Called for $180000 $BTC and $7000- $9000 $ETH by end of January. Reality with [--] hours left $BTC $82k. $ETH $2.7k. Thats not a miss. Thats a hallucination. Exhibit B: YoungHoon Kim Claims a "World Record" IQ of 276a number standard psychometrics deem impossible to verify. His "alpha" Vague horoscopes like "Something shifted today" and "Tomorrow you'll see." (Spoiler: We saw his $XRP prediction fail already). One is a "perma bull" the other is farming engagement with a self-awarded title. If you are actually here for"
X Link 2026-01-30T02:02Z [----] followers, 22K engagements
"Hot PPI just handed Warsh the perfect excuse to hike at his first FOMC as FED Chair 😏 But seriously that 3.3% Core number is the real headache here. The market was pricing in a cooling trend but hitting the highest level since last July proves inflation is stickier than projected. https://twitter.com/i/web/status/2017231752062792057 https://twitter.com/i/web/status/2017231752062792057"
X Link 2026-01-30T13:41Z [----] followers, [----] engagements
"Massive outflows yes but mostly concentrated in US ETFs reacting to the fading probability of aggressive Fed rate cuts in near term. Its also worth noting that while $1.7B left last week YTD flows are still net positive (Solana recorded $17.1M in net inflows). We are seeing a leverage flush and a rotation to defensive assets (Gold/Bonds) for the short term. Choppy Q1 action was expected. https://twitter.com/i/web/status/2017271225077153852 https://twitter.com/i/web/status/2017271225077153852"
X Link 2026-01-30T16:18Z [----] followers, [---] engagements
"$AAPL Apples AI talent drain intensifies. Bloomberg reports a fresh wave of departures from Cupertino with a Siri executive and key researchers exiting for rivals like $META and $GOOGL DeepMind. The latest moves: Yinfei Yang: Left to launch a new company Haoxuan You: Joined Metas Superintelligence research arm Bailin Wang: Joined Meta (Recommendations team) Zirui Wang: Departed The war for talent is aggressive. While Apple ramps up its AI integration Meta is successfully poaching technical leadership to bolster its superintelligence and recommendation moats."
X Link 2026-01-30T19:06Z [----] followers, [---] engagements
"Full of what Disruption Banks have enjoyed a monopoly on cheap deposits for decades. If consumers prefer 3.5% on stablecoins over near-zero bank rates that is just a superior product. This outburst at Davos just confirms that Coinbase is now a legitimate threat to the old guard. https://twitter.com/i/web/status/2017366844886208855 https://twitter.com/i/web/status/2017366844886208855"
X Link 2026-01-30T22:38Z [----] followers, 13.9K engagements
"The chart below explains the shocker 13.2B bookings number perfectly: higher unit prices ($284M) meeting inelastic demand. $TSM and $INTC are forced to pay up for these next-gen tools because $NVDA $AMD and $GOOGL need 2nm silicon yesterday. $ASML is effectively the "central bank" of AI computeand they just raised "rates". https://twitter.com/i/web/status/2017794857675194475 https://twitter.com/i/web/status/2017794857675194475"
X Link 2026-02-01T02:59Z [----] followers, [---] engagements
"Don't mistake this for a peace deal it's purely a leverage play. By cornering the energy market and selling oil to China the U.S. forces them to transact in dollars. That artificial demand is the only thing keeping the greenback dominant. We need the dollar to remain the global reserve currency to service our massive national debt. If the dollar loses its position we all are completely cooked. This is about economic survival not just selling barrels. https://twitter.com/i/web/status/2017802723475833103 https://twitter.com/i/web/status/2017802723475833103"
X Link 2026-02-01T03:30Z [----] followers, [----] engagements
"The numbers on $BMNR are brutal right now. They are currently sitting on a massive $6Bunrealized loss on $ETH treasury. Tom Lee called for $ETH to hit $9000 by end of Jan. We are here and instead its down to $2300 far away from his target. That is a legendary miss for a "short-term" prediction. Genuinely feel for the shareholders holding the bag on this strategy. https://twitter.com/i/web/status/2018142967735762955 https://twitter.com/i/web/status/2018142967735762955"
X Link 2026-02-02T02:02Z [----] followers, [----] engagements
"Project Vault: The $12B Critical Minerals The administration just dropped the hammer on critical minerals policy. The "price floor" speculation is dead Project Vault is the new reality. Deal: $12 Billion Total: A massive $10B loan from the Ex-Im Bank married with $1.67B in private capital. Structure: Uncle Sam isn't building a dusty warehouse alone. Its a "buyers cartel" featuring $GM Stellantis $STLA Boeing $BA and Google $GOOGL. Goal: Finance the buyers to build a massive inventory buffer of Rare Earths Cobalt and Gallium. Miners were praying for direct price guarantees to de-risk CAPEX."
X Link 2026-02-02T12:36Z [----] followers, [----] engagements
"$WULF is ripping after hours (+11%) 😏 They just announced the acquisition of [---] GW in new capacity across Kentucky and Maryland. Hawesville KY: Acquired from Century Aluminum. [---] MW available now. This isn't just for mining they are redeveloping it into a "digital infrastructure campus" specifically for HPC/AI workloads. Morgantown MD: [---] MW operational scalable to [--] GW. Total portfolio now hits [---] GW. This validates the thesis: $WULF is actively transitioning from a pure miner to a massive AI infrastructure landlord. In a power-constrained world they just secured the grid connection"
X Link 2026-02-02T21:58Z [----] followers, [---] engagements
"@DeItaone So now SpaceX is valued at $1.25T including its acquisition of xAI making it the 11th most valuable company on earth overtaking Berkshire Hathaway😏"
X Link 2026-02-02T22:29Z [----] followers, 11.5K engagements
"@unusual_whales That $1.25T valuation instantly vaults SpaceX into the elite tier landing them squarely in the top [--] US companies right in front of Berkshire Hathaway. Merging Starships launch infrastructure with xAI for orbital data centers is a massive leverage play"
X Link 2026-02-02T22:57Z [----] followers, [----] engagements
"@SawyerMerritt Move over Buffett.😅 With a $1.25T valuation SpaceX officially overtakes Berkshire Hathaway to become the 9th largest US company"
X Link 2026-02-02T23:26Z [----] followers, [----] engagements
"@unusual_whales Absolutly good quarter. Beating revenue estimates by $600M ($10.27B vs $9.67B) and crushing EPS is huge. That 54% gross margin really shows $AMD have the profitability dialed in. https://x.com/i/status/2018797061638934674 $AMD just reported Q4 earnings and beats expectations across the board. Topline: Revenue: $10.27B vs $9.67B est 🟢 Gross Margin: 54% Profitability: Adj. EPS: $1.53 vs $1.32 est 🟢 Adj. Net Income: $2.52B vs $2.17B est 🟢 GAAP Net Income: $1.51B Guidance: https://t.co/KDosrdlcPa https://x.com/i/status/2018797061638934674 $AMD just reported Q4 earnings and"
X Link 2026-02-03T21:26Z [----] followers, [----] engagements
"@Barchart Total disconnect between the print and the price action. $AMD beat top and bottom lines handily ($10.27B revenue is huge) but the market clearly priced in perfection. That 5% haircut to $230 feels harsh given the strong guidance"
X Link 2026-02-03T21:30Z [----] followers, [----] engagements
"$SMCI Q2 EARNINGS: REVENUE EXPLOSION MARGIN SQUEEZE Super Micro just obliterated top-line estimates. AI demand is skyrocketing but its coming at a cost. Numbers: Revenue: $12.7B (vs $10.2B est) 🟢 Adj EPS: $0.69 (vs $0.49 est) 🟢 Net Income: $401M FY Outlook: Raised to $40B 📈 The Catch: Gross Margin: 6.4% (Significant compression) Volume is massive but profitability is tightening. The AI boom is real but the hardware war is expensive. $SMCI is 7.5% up AH https://twitter.com/i/web/status/2018806090507358636 https://twitter.com/i/web/status/2018806090507358636"
X Link 2026-02-03T21:57Z [----] followers, [----] engagements
"@RocketLab Building the machine that builds the machine before Flight [--] is a massive flex. $RKLB have [--] operational sites and hardware arriving at the pad. History shows Rocket Lab can scale launch cadence doing it for Neutron changes the game"
X Link 2026-02-03T22:09Z [----] followers, [----] engagements
"$UBER sliding 8% this morning after earnings reported. Here is the breakdown: The Q4 : 🟢 Sales: $14.4B (Beat) 🟢 Gross Bookings: $54.1B (Strong) 🔴 EPS: $0.71 (Missed $0.79 exp) 🔴 Q1 EBITDA Guide: Light ($2.42B) Why the drop Profitability took a hit. Uber is pushing cheaper ride options to boost trip volume but that strategy is squeezing margins right now. Wall Street wanted a cleaner bottom-line beat. Management isn't blinking. $UBER just reaffirmed their goal to be the world's largest autonomous vehicle (AV) facilitator by [----]. The AV thesis is the real story to watch. Volatile open"
X Link 2026-02-04T12:25Z [----] followers, [----] engagements
"@StockSavvyShay Record bookings ($54B) prove demand isn't the issue but profitability is. $UBER squeezing margins to keep volume high. The drop feels harsh but the light Q1 guidance is the real killer here"
X Link 2026-02-04T12:30Z [----] followers, [----] engagements
"The narrative shift is wild here. Month 1: "We're worried export bans will kill AMD's China revenue." Month 2: "AMD sold $390M to China That's low quality revenue." You can't have it both ways. $AMD navigated the restrictions and printed the cash. The -9% is just a valuation reset not a fundamental break. https://x.com/i/status/2018797061638934674 https://x.com/i/status/2018797061638934674"
X Link 2026-02-04T12:32Z [----] followers, [----] engagements
"Canaccord slashing the target to $185 is honestly generous given the reality in this attached 8-K. $MSTR is bleeding. They just posted a massive $17.44B unrealized loss in Q4 alone. Saylor spent $50B over [--] yearsmostly borrowed moneyand now hes officially underwater. Adjusted for inflation that hole is nearly $10B deep. He levered up to corner the market and now the math is turning against him. $2.25B reserve Its a desperate buffer to stop the whole debt structure from collapsing. Ponzi-like leverage always breaks eventually and it looks like the clock is ticking (wouldn't be his first time.)"
X Link 2026-02-04T12:52Z [----] followers, [----] engagements
"$NVDA CEO Jensen Huang just said: "There's this notion that the tool in the software industry is in decline and will be replaced by AI . It is the most illogical thing in the world and time will prove itself" Jensen is right that the "software is dead" panic is emotional not factual but hes glossing over the massive pricing headache coming for these companies. If you look at the chart (by the "SaaSpocalypse" narrative is completely disconnected from reality. Weve been deep in the AI hype cycle since [----] yet enterprise revenue didn't just hold steady it accelerated stacking billions more to"
X Link 2026-02-04T13:08Z [----] followers, [----] engagements
"@ASTS_SpaceMob Excatly. People are confusing the use cases. $AMZN Leo is a fixed solution for enterprise sites while $ASTS is the mobile extension for the handset. $T is just filling different gaps with different tools"
X Link 2026-02-04T13:31Z [----] followers, [---] engagements
"@Barchart The only thing getting destroyed is the valuation premium not the business. $AMD just printed $10.3B in revenue (record high) and growing Data Center sales at 39% YoY. This is a liquidity flush not a fundamental break"
X Link 2026-02-04T13:55Z [----] followers, [----] engagements
"Down $2 billion Thats barely scratching the surface. Check the attached filing. $MSTR Strategy Inc. posted a staggering $17.44 BILLION unrealized loss in Q4 alone. Saylor levered up $50B of borrowed money to chase the price and now he is officially underwater. That $2.25B reserve listed at the bottom is just life support to pay the interest on his massive debt pile. This is exactly why centralization is toxic. He turned a public company into a leveraged hedge fund and now the math is breaking. But he's already done something like that before so it wouldn't be his first time"
X Link 2026-02-04T17:36Z [----] followers, [----] engagements
"$GOOGL Q4 EARNINGS: THE AI "ALL-IN" MOMENT Google just dropped a massive beat on top and bottom lines but the real story is the staggering CapEx guidance. Numbers: 🟢 EPS: $2.82 (vs $2.61 exp) Solid beat. 🟢 Revenue: $113.8B (vs $111B exp) Growth is accelerating. 🟢 Cloud Revenue: $17.7B (vs $16.2B exp) This is the star of the show. Cloud is finally printing cash at scale. Shock: ⚠ FY26 CapEx Guidance: $180B (vs $120B exp) To put that in perspective: Google plans to spend nearly double its [----] infrastructure budget ($90B range). They aren't just building data centers; they are trying to buy"
X Link 2026-02-04T21:07Z [----] followers, 28.9K engagements
"@unusual_whales The $180B CapEx guidance is the headline-grabber herethat is nearly double the [----] run rate ($90B). The market will freak out about the spend but the $GOOGL Cloud beat ($17.7B) suggests the demand is actually there to support it. https://x.com/i/status/2019155929577509220 $GOOGL Q4 EARNINGS: THE AI "ALL-IN" MOMENT Google just dropped a massive beat on top and bottom lines but the real story is the staggering CapEx guidance. Numbers: 🟢 EPS: $2.82 (vs $2.61 exp) Solid beat. 🟢 Revenue: $113.8B (vs $111B exp) Growth is accelerating. 🟢 https://t.co/G0eSgF33ip"
X Link 2026-02-04T21:10Z [----] followers, 12.8K engagements
"$GOOGL prints a monster quarter. Beats everywhere that matters. But look at that CapEx guide: $180B for FY26. They are front-loading the next decade of compute in a single year. Bears will scream "margin compression." Bulls will see "unassailable moat." With Cloud revs hitting $17.7B the growth story is finally keeping up with the spending. https://twitter.com/i/web/status/2019156913305289041 https://twitter.com/i/web/status/2019156913305289041"
X Link 2026-02-04T21:11Z [----] followers, [----] engagements
"@amitisinvesting That $180B CapEx guide is the main character here. 🤯 $GOOGL are effectively doubling infrastructure spend in a single year"
X Link 2026-02-04T21:19Z [----] followers, [----] engagements
"$GOOGL Cloud just reported 48% YoY revenue growth. That's their fastest growth in over [--] years.🦾 $GOOGL Q4 EARNINGS: THE AI "ALL-IN" MOMENT Google just dropped a massive beat on top and bottom lines but the real story is the staggering CapEx guidance. Numbers: 🟢 EPS: $2.82 (vs $2.61 exp) Solid beat. 🟢 Revenue: $113.8B (vs $111B exp) Growth is accelerating. 🟢 https://t.co/G0eSgF33ip $GOOGL Q4 EARNINGS: THE AI "ALL-IN" MOMENT Google just dropped a massive beat on top and bottom lines but the real story is the staggering CapEx guidance. Numbers: 🟢 EPS: $2.82 (vs $2.61 exp) Solid beat. 🟢"
X Link 2026-02-04T21:20Z [----] followers, [---] engagements
"$ARM Q3 FY26 Earnings: Adj. EPS: $0.43 (vs. $0.41 est) ✅ Revenue: $1.24B (vs. $1.23B est) ✅ Net Income: $223M Record quarterly revenue. AI demand is heavily fueling the royalty and licensing segments but high expectations have the $ARM trading lower (6%) in after-hours. https://twitter.com/i/web/status/2019161611668238459 https://twitter.com/i/web/status/2019161611668238459"
X Link 2026-02-04T21:30Z [----] followers, [---] engagements
"$QCOM Earnings Q1 Results Revenue: $12.3B (Beat vs $12.2B) ✅ EPS: $3.50 (Beat vs $3.41) ✅ Q2 Guidance Revenue: $10.6B (Miss vs $11.1B) ❌ EPS: $2.55 (Miss vs $2.89) ❌ Management explicitly cites "industry-wide memory supply constraints" limiting handset volumes. $QCOM down 9% in after-hours. A classic "Beat & Lower" print supply chain headaches are back on the table. https://twitter.com/i/web/status/2019162821385417093 https://twitter.com/i/web/status/2019162821385417093"
X Link 2026-02-04T21:35Z [----] followers, [---] engagements
"Moving data centers to orbit bypasses the two biggest bottlenecks on Earth: energy and cooling. Solar is constant up there and the vacuum handles the heat. The regulatory review for a million satellites will be intense regarding orbital congestion but this infrastructure shift can could fix the AI power crunch. https://twitter.com/i/web/status/2019164869518586142 https://twitter.com/i/web/status/2019164869518586142"
X Link 2026-02-04T21:43Z [----] followers, [----] engagements
"@norovern_bro @unusual_whales Right I oversimplified it. No air means no fans. The plan isn't for the vacuum to "draw" heat away but to blast it out as infrared radiation (Radiative Cooling)"
X Link 2026-02-04T22:57Z [----] followers, [---] engagements
"ARK INVEST BUYS $AMD ON 17% DRAWDOWN Cathie Woods ARK funds purchased $29M of Advanced Micro Devices today"
X Link 2026-02-05T02:10Z [----] followers, [---] engagements
"The market isn't crashing. It's better to say it's freezing. Buyers have valid reasons to sit this out (rates/prices) while sellers are slowly losing their grip on the "lock-in" effect. If you can actually afford to buy right now you have more leverage today than at any point since [----]. https://twitter.com/i/web/status/2019255045749961138 https://twitter.com/i/web/status/2019255045749961138"
X Link 2026-02-05T03:41Z [----] followers, [----] engagements
"Weve officially gone full circle. All those post-election gains have been wiped out bringing us right back to [----] levels. Its a brutal reset the $126k $BTC peak feels like a distant memory now that the market has given back [--] months of price action. Btw anyone remember Eric Trump mentioning that "unbelievable Q4"😅 https://twitter.com/i/web/status/2019256907366608935 https://twitter.com/i/web/status/2019256907366608935"
X Link 2026-02-05T03:48Z [----] followers, [----] engagements
"Bitcoin $BTC falls below $70K for the first time since November 2024"
X Link 2026-02-05T11:33Z [----] followers, [---] engagements
"@DeItaone So now $MSTR Strategy (reccomend rebrand for Tragedy 😏) sits on a $4.5B unrealized loss on [------] $BTC"
X Link 2026-02-05T12:45Z [----] followers, [----] engagements
"$GOOGL Search accelerating to 17% growth effectively silences the "cannibalization" bear case. The $240B Cloud backlog is the standout metric here. It directly validates the aggressive $180B capex guide. That record spending is simply the necessary infrastructure to service customers who have already signed on the dotted line"
X Link 2026-02-05T13:07Z [----] followers, [----] engagements
"Hims & Hers $HIMS is aggressively undercutting the market with a new compounded semaglutide pill. Breakdown: Hims: $49 intro pricing ➝ $99/mo subscription. Novo Nordisk $NVO (Wegovy pill): $199/mo (self-pay). Both treatments use the same active ingredient (semaglutide) but Hims is offering it at a fraction of the cost to capture the cash-pay consumer. This move directly challenges Big Pharma's pricing power as access shifts toward affordable direct-to-consumer alternatives. $NVO 15% up pre-market. https://twitter.com/i/web/status/2019411692313083981"
X Link 2026-02-05T14:04Z [----] followers, [----] engagements
"Yes simply like always: Be fearful when others are greedy and greedy when others are fearful. But lets keep some perspective. That $2T crypto drop took [--] months. Compare that to last Friday Gold and Silver wiped out $7 TRILLION in market value in a single session. Crypto's "crash" is pennies compared to the volatility we just saw in the so-called safe havens.😏 https://twitter.com/i/web/status/2019416749981004220 https://twitter.com/i/web/status/2019416749981004220"
X Link 2026-02-05T14:24Z [----] followers, [----] engagements
"@DeItaone Just said it yeterday. https://x.com/i/status/2019105249479557560 @KobeissiLetter The volatility schema is text-book right now: Algos are instantly repricing the "Risk Premium" back into the barrel. We just saw WTI rip through the $65 (Brent push over $69) in minutes. Whether the talks are officially dead or just stalled the market is voting with fear. https://t.co/UHwE3plMxz https://x.com/i/status/2019105249479557560 @KobeissiLetter The volatility schema is text-book right now: Algos are instantly repricing the "Risk Premium" back into the barrel. We just saw WTI rip through the"
X Link 2026-02-05T14:27Z [----] followers, [---] engagements
"@DeItaone This dip feels like a massive overreaction to a company investing in its own monopoly. Yes $180B is a historic number for CapEx. But with $113B in revenue and Cloud accelerating this is front-loading the next decade of $GOOGL growth. https://x.com/i/status/2019155929577509220 $GOOGL Q4 EARNINGS: THE AI "ALL-IN" MOMENT Google just dropped a massive beat on top and bottom lines but the real story is the staggering CapEx guidance. Numbers: 🟢 EPS: $2.82 (vs $2.61 exp) Solid beat. 🟢 Revenue: $113.8B (vs $111B exp) Growth is accelerating. 🟢 https://t.co/G0eSgF33ip"
X Link 2026-02-05T14:37Z [----] followers, [---] engagements
"Not suprised about $NVDA shelving gaming chips. I keep saying from months the bottleneck is a severe global memory shortage. AI servers are monopolizing the supply of high-performance memory (HBM/GDDR) leaving the consumer market with the leftovers. If you were waiting for prices to stabilize that window just closed expect availability to tank and costs to keep climb. https://twitter.com/i/web/status/2019427346067902654 https://twitter.com/i/web/status/2019427346067902654"
X Link 2026-02-05T15:06Z [----] followers, [----] engagements
""You're Wasting Your $49" $NVO Fires Back They not taking the new $HIMS launch lightly. On a call with analysts today Novo Nordisk's CEO slammed the new compounded semaglutide pill arguing that without specific technology to help the stomach absorb the drug it simply won't work. "Patients would be wasting $49 because the drug wont be properly absorbed." Novos own oral pill (Rybelsus) uses a complex molecule called SNAC to sneak semaglutide through the stomach lining before digestion destroys it. Their argument A simple compounded pill likely lacks this delivery system effectively turning the"
X Link 2026-02-05T15:12Z [----] followers, [----] engagements
"@zerohedge Can go lower. Trumps backed World Liberty Financial $5000000+ worth of $BTC"
X Link 2026-02-05T15:27Z [----] followers, [---] engagements
"$BTC UNDER $67K $ETH UNDER $2K $MSTR and $BMNR unrealized losses are getting uglier. Bitcoin $BTC falls below $70K for the first time since November [----]. https://t.co/zILXb6Tc63 Bitcoin $BTC falls below $70K for the first time since November [----]. https://t.co/zILXb6Tc63"
X Link 2026-02-05T15:34Z [----] followers, [---] engagements
"$BTC $66666.56 📉 Were so close to breaking the simulation 😏"
X Link 2026-02-05T15:45Z [----] followers, [---] engagements
"@zerohedge The "safety card" is the expected move. But earlier today $NVO CEO also argued that patients would simply be "wasting $49" due to absorption issues. They are attacking the efficacy to protect the moat. https://x.com/i/status/2019428801214582798 "You're Wasting Your $49" $NVO Fires Back They not taking the new $HIMS launch lightly. On a call with analysts today Novo Nordisk's CEO slammed the new compounded semaglutide pill arguing that without specific technology to help the stomach absorb the drug it simply https://t.co/NY9Ssm9iU0 https://x.com/i/status/2019428801214582798 "You're"
X Link 2026-02-05T15:52Z [----] followers, [----] engagements
"🚨 $AMZN SLIDES 10%: CLOUD IS BOOMING BUT PROFITS MISSED Amazon just dropped to $200 in after-hours trading. Here is the reality check: Good (Cloud is Back): AWS is arguably the most important metric here and it crushed it. AWS Sales: $35.6B (Beat estimates) Growth is re-accelerating. The AI demand is real. Bad (Margins & Efficiency): Wall Street wanted better profitability. EPS Miss: $1.95 vs $1.97 est. Fear: CapEx is soaring. Investors are worried Amazon is spending too much on AI infrastructure without showing enough immediate profit improvement. The market is punishing the bottom-line"
X Link 2026-02-05T21:08Z [----] followers, 11.4K engagements
"$AMZN just said it expects to spend $200B on CAPEX in [----] With such strong demand for our existing offerings and seminal opportunities like AI chips robotics and low earth orbit satellites we expect to invest about $200 billion in capital expenditures across Amazon in [----] and anticipate strong long-term return on invested capital. 🚨 $AMZN SLIDES 10%: CLOUD IS BOOMING BUT PROFITS MISSED Amazon just dropped to $200 in after-hours trading. Here is the reality check: Good (Cloud is Back): AWS is arguably the most important metric here and it crushed it. AWS Sales: $35.6B (Beat estimates)"
X Link 2026-02-05T21:14Z [----] followers, [---] engagements
"MicroStrategy $MSTR Q4 Earnings The numbers are in: EPS: -$42.9 vs est -$20.9 ❌ Revenue: $123M vs est $118M ✅ This report drops exactly as $BTC crashes below $70k todayhitting 15-month lows. With $MSTRs average BTC buy price over $76k their massive treasury is officially underwater. $MSTR flat AH https://twitter.com/i/web/status/2019522271409209666 https://twitter.com/i/web/status/2019522271409209666"
X Link 2026-02-05T21:23Z [----] followers, [---] engagements
"Reddit $RDDT just silenced the doubters with a massive Q4 beat and a $1B buyback signal. Breakdown: Revenue: $726M (vs. $667M est.) Beat by $60M EPS: $1.24 (vs. $0.93 est.) Crushed expectations EBITDA: $327M (vs. $287M est.) DAUs: 121.4M (vs. 120.2M est.) User growth is accelerating. Forward Guidance (Q1 2026): Revenue: $600M (vs. $577M est.) EBITDA: $215M (vs. $205M est.) Authorized a $1B share repurchase program. Management is putting their cash where their mouth is. RDDT is down 0.6% AH https://twitter.com/i/web/status/2019523250771095969 https://twitter.com/i/web/status/2019523250771095969"
X Link 2026-02-05T21:27Z [----] followers, [---] engagements
"@StockSavvyShay $RDDT printing cash. A massive double-beat on revenue/earnings plus a $1B buyback That is the ultimate confidence signal from management"
X Link 2026-02-05T21:30Z [----] followers, [---] engagements
"Sub 6% is actually insane for this sector. For context CoreWeave was paying SOFR + 8.75% on their debt not long ago. That rate confirms the banks view the Microsoft contract as gold-plated collateral. You don't get cheap capital like this unless the counterparty risk is near zero. Massive validation for $IREN. https://twitter.com/i/web/status/2019524458508140620 https://twitter.com/i/web/status/2019524458508140620"
X Link 2026-02-05T21:32Z [----] followers, [----] engagements
"$AMZN Q4 Revenue Growth (by Online Stores +10% 3P Seller Services +11% AWS +24% Advertising Services +23% Subscriptions +14% Physical Stores +5% http://Fiscal.ai 🚨 $AMZN SLIDES 10%: CLOUD IS BOOMING BUT PROFITS MISSED Amazon just dropped to $200 in after-hours trading. Here is the reality check: Good (Cloud is Back): AWS is arguably the most important metric here and it crushed it. AWS Sales: $35.6B (Beat estimates) Growth is https://t.co/yWRfuXGpxW http://Fiscal.ai 🚨 $AMZN SLIDES 10%: CLOUD IS BOOMING BUT PROFITS MISSED Amazon just dropped to $200 in after-hours trading. Here is the"
X Link 2026-02-05T21:39Z [----] followers, [---] engagements
"$610 BILLION. That is the combined [----] CAPEX bill for just [--] companies The "AI spending bubble" its doubling down. The latest guidance from Big Tech confirms we are in a full-blown infrastructure arms race. Here is the breakdown of the cash getting deployed in 2026: Amazon $AMZN $200 Billion (Smashing expectations) Google $GOOGL $180 Billion (Well above the $120B forecast) Meta $META $125 Billion (Zuck is all-in on compute) Microsoft $MSFT $105 Billion (Staying aggressive) These companies are practically printing money to buy GPUs build data centers and secure power. This is hard assets. If"
X Link 2026-02-05T22:00Z [----] followers, [---] engagements
"$BE BLOOM ENERGY EARNINGS: Stock is ripping +14% AH following a massive beat. The market was nervous during the day (-7%) but the numbers just flipped the script. Headline Numbers: Revenue: $777.7M (36% YoY) FY Revenue: $2.02B (Record) EPS: $0.45 (Non-GAAP) Cash Flow: $418M generated in Q4 alone. The real scoop: AI backlog explosion. The most critical metric here it's the backlog. Total Backlog: $20B Product Backlog: Up 2.5x YoY to $6B "Bring-your-own-power" is no longer just a concept it's a necessity for hyperscalers. The grid can't keep up with AI data center demand so Big Tech is going"
X Link 2026-02-05T22:17Z [----] followers, [---] engagements
"$RBLX is absolutely ripping (+18%.AH) after obliterating Q4 estimates. The platform is officially aging up and the numbers prove it: Revenue: $2.22B (Massive beat) DAUs: 144M (+69% YoY 🤯) Engagement: Hours surged +88% Concerns about safety measures hurting engagement were completely unfounded. Instead were seeing older demographics drive higher spending and attract major brand partners. Yes AI/infrastructure costs are high but with ad scaling and developer tools kicking in Roblox is rapidly evolving into a high-margin digital economy. The market is waking up to the scale here."
X Link 2026-02-05T22:34Z [----] followers, [---] engagements
"The "fastest selling since Oct" is only half the problem. While Hedge Funds aggressively de-gross Leveraged ETFs (thanks SEC blocked that insane idea 5X leverage etf) are compounding the pain. They are mechanically forced to sell billions into the dip just to reset their leverage ratios. Smart money sells ➡Price drops ➡Algos forced to sell. It's a nasty feedback loop. https://twitter.com/i/web/status/2019743451659526534 https://twitter.com/i/web/status/2019743451659526534"
X Link 2026-02-06T12:02Z [----] followers, [----] engagements
"Total capitulation. $26B its a confession that $STLA aggressive EV timeline was a fantasy. They just suspended the dividend and reportedly axed the electric Ram [----] to stop the bleeding. Ford $F ($19.5B hit) and $GM ($6B hit) already ripped this band-aid off months ago Stellantis is just finally admitting theyre in the same boat. The sector's "EV hangover" is real. https://twitter.com/i/web/status/2019747218891153454 https://twitter.com/i/web/status/2019747218891153454"
X Link 2026-02-06T12:17Z [----] followers, [----] engagements
"@DeItaone The scale of this infrastructure buildout is hard to comprehend. We are talking about nation-state level spending just on compute. The "AI Bubble" is actually an "Infrastructure Arms Race". https://x.com/i/status/2019531671637229867 $610 BILLION. That is the combined [----] CAPEX bill for just [--] companies The "AI spending bubble" its doubling down. The latest guidance from Big Tech confirms we are in a full-blown infrastructure arms race. Here is the breakdown of the cash getting deployed in 2026: https://t.co/JQLolZoYjv https://x.com/i/status/2019531671637229867 $610 BILLION. That is"
X Link 2026-02-06T12:25Z [----] followers, [---] engagements
"The legacy auto EV collapse is complete. $STLA is taking a $26B hit and killing the electric Ram [----] explicitly blaming a disconnect with "real-world needs". This mirrors the massive recent write-downs from $F ($19.5B) and $GM ($6B). It's an expensive lesson but the industry is finally waking up from its fever dream. https://twitter.com/i/web/status/2019750208502902829 https://twitter.com/i/web/status/2019750208502902829"
X Link 2026-02-06T12:29Z [----] followers, [----] engagements
"BERNSTEIN REITERATES $IREN $125 PT The market crushed (was under $30) $IREN overnight on an earnings miss but Bernstein just dropped a note calling the sell-off a massive disconnect (which I agree). They say the street is "punishing" $IREN for not announcing a new hyperscaler deal yesterday (all X community expected it) ignoring the massive AI infrastructure reality. Heres the deep dive at Bernstein's Thesis: The "Panic" Reason: Revenue miss (20% lower vs consensus). Bitcoin earnings dragged (irrelevant to the AI story). No new mega-deal announced yet (this is what actually spooked the"
X Link 2026-02-06T12:50Z [----] followers, [---] engagements
"Sentiment: Extreme fear (SaaSpocalypse narrative). Price: Down 33% since Sept (washed out). Flows: Record call buying (220k contracts). When valuations reset to [----] levels while revenue is still compounding risk/reward asymmetry here is big. https://x.com/i/status/2019035261745729665 https://x.com/i/status/2019035261745729665"
X Link 2026-02-06T16:00Z [----] followers, [---] engagements
"@jimcramer Jim for the love of god please stop talking about $GOOGL 😅 That said do us a favor Lets keep this one under the radar. We prefer this climbing the wall of worry without the "Cramer spotlight" overheating the sentiment"
X Link 2026-02-06T16:18Z [----] followers, [----] engagements
"@DeItaone A few weeks ago while the crowd celebrated the insane rally I explicitly warned that violent volatility was coming. We are now seeing that reality play out. Expect this chop to persist as leverage is flushed out. Discipline is key right now"
X Link 2026-02-06T16:30Z [----] followers, [---] engagements
"After the red days we just sat through the growth stocks are green. $WULF +19.34% $NBIS +15.25% $CIFR +14.76% $ONDS +10.95% $ASTS +9.38% $RKLB +6.68% $IREN +6.26% $ZETA +3.56% There is a lot of noise around right now. Stay sharp stay consistent. Don't let panic or emotions shake you out of high-conviction plays. Always know what you own. https://twitter.com/i/web/status/2019813703835603417 https://twitter.com/i/web/status/2019813703835603417"
X Link 2026-02-06T16:41Z [----] followers, [---] engagements
"$GOOGL Waymo just unveiled the Waymo World Model a new large-scale simulator powered by DeepMinds Genie [--]. It's a generative hyper-realistic environment that allows them to create infinite complex driving scenarios on demand. By leveraging Genie [--] (DeepMind's interactive world model) Waymo creates a structural advantage: rapidly training their stack on edge cases that might take years to encounter in the real world. https://twitter.com/i/web/status/2019815296719036841 https://twitter.com/i/web/status/2019815296719036841"
X Link 2026-02-06T16:47Z [----] followers, [---] engagements
"@StockSavvyShay Most crypto investors who bought $BTC in last months😏"
X Link 2026-02-06T17:02Z [----] followers, [---] engagements
"@moninvestor $WULF too"
X Link 2026-02-06T17:04Z [----] followers, [---] engagements
"Violent bounce but the charts were screaming for it with RSI hitting [--]. Late shorts just got handed a $2.6B liquidation bill for getting greedy at the bottom. Real talk though: were still staring up at the $126k highs from October. For anyone who bought $BTC in Q4 $70k is just a relief rally not a victory lap. Long road back to breakeven. https://twitter.com/i/web/status/2019822232604729531 https://twitter.com/i/web/status/2019822232604729531"
X Link 2026-02-06T17:15Z [----] followers, [----] engagements
"$NVDA CEO Jensen Huang just confirmed the supply squeeze is worse than people think. On CNBC today he dropped two critical data points: GPUs sold six years ago are actually rising in price (secondary market value is appreciating). The infrastructure buildout has another 7-8 years to go before we even size true demand. If legacy silicon is retaining value the bottleneck is the capacity to plug them in. We are "computer constrained" (Huang's words) not idea constrained. This is the strongest possible validation for AI Utility Layers like $IREN $NBIS $WULF and $CIFR which hold the grid"
X Link 2026-02-06T17:59Z [----] followers, [----] engagements
"$IREN is 9% up today. 📈 The overnight price dislocation was ridiculous (under $30) Even now stock is trading at $40s while the Street is modeling a double (or triple) from here. Todays Analyst Action: Bernstein: $125 (Maintained) Compass Point: $105 (Maintained) B. Riley: $83 (Raised) Cantor: $82 (Lowered but still 100% upside from here) Citizens: $80 (Maintained) Earnings had some noise on the Bitcoin mining side but the signal is the AI pivot. AI Cloud revenue more than doubled. Contracted ARR is hitting $2.3B. The market is still pricing $IREN like a miner. Analysts are pricing it like an"
X Link 2026-02-06T18:13Z [----] followers, [---] engagements
"Total dominance. YouTube hits #1 in audience share for every age group in the US. While other platforms fight for specific demographics Google has locked down the entire population. YouTube it's the operating system for modern attention. The ultimate moat for $GOOG 🦾 YouTube is currently the most popular app in the U.S across every age group. https://t.co/9WKjWF6wsV YouTube is currently the most popular app in the U.S across every age group. https://t.co/9WKjWF6wsV"
X Link 2026-02-06T18:38Z [----] followers, [---] engagements
"@StockSavvyShay Competitors have niches. $GOOGL has everyone. When the default setting for 18-year-olds and 50-year-olds is the same app youve winning the internet"
X Link 2026-02-06T18:52Z [----] followers, [---] engagements
"Breaking [-----] is a big psychological milestone. The market has shown serious resilience bouncing back from the recent volatility. The economy is clearly defying the skeptics and powering through the noise. And of course President Trump took his victory lap on hitting the big 50k number. https://twitter.com/i/web/status/2019867108612456562 https://twitter.com/i/web/status/2019867108612456562"
X Link 2026-02-06T20:13Z [----] followers, [---] engagements
"@StockSavvyShay Jensen just confirmed we are "computer constrained" not demand constrained. The bottleneck isthe socket. That makes the installed power capacity at $IREN $WULF $NBIS and $CIFR the most valuable real estate on earth right now. https://x.com/i/status/2019833378246205458 $NVDA CEO Jensen Huang just confirmed the supply squeeze is worse than people think. On CNBC today he dropped two critical data points: GPUs sold six years ago are actually rising in price (secondary market value is appreciating). The infrastructure buildout has https://t.co/FX5CoTdAEC"
X Link 2026-02-06T20:19Z [----] followers, [----] engagements
"@Vivek4real_ Tom Lee's predictions Don't even bother listening to that guy. https://x.com/i/status/2019066828274680200 Tom Lees January calls were completely detached from reality. The Prediction: $BTC $180k and $ETH $7k$9k by month-end. The Reality: BTC $75k and ETH $2.2k. He also flagged $2400 as the "absolute bottom" for Ethereum. We just sliced right through that. Tom is the https://t.co/NVzBoEmnW5 https://x.com/i/status/2019066828274680200 Tom Lees January calls were completely detached from reality. The Prediction: $BTC $180k and $ETH $7k$9k by month-end. The Reality: BTC $75k and ETH"
X Link 2026-02-06T23:25Z [----] followers, [---] engagements
"Consistency beats speculation every time. $WULF is securing the only asset that actually matters right now: available power capacity. $WULF closed day 20% UP At WULF we dont gamble. Thats not our thing and its not what our investors entrust us to do. We dont bet on commodity or crypto prices and we dont rely on power markets where load requests far exceed installed capacity. Discipline infrastructure and execution drive At WULF we dont gamble. Thats not our thing and its not what our investors entrust us to do. We dont bet on commodity or crypto prices and we dont rely on power markets where"
X Link 2026-02-06T23:48Z [----] followers, [---] engagements
"@DeItaone Mars is the future very ambitious goal but the Moon is the obligation. https://x.com/i/status/2019924932679921904 SpaceX flips the script: Moon first Mars later. According to a new WSJ report SpaceX has told investors it is delaying its Mars ambitions to prioritize a lunar landing. The new flight plan: Primary Focus: Delivering for NASAs Artemis program. New Target: An https://t.co/fM3Zn1Ng7P https://x.com/i/status/2019924932679921904 SpaceX flips the script: Moon first Mars later. According to a new WSJ report SpaceX has told investors it is delaying its Mars ambitions to"
X Link 2026-02-07T00:07Z [----] followers, [----] engagements
"@zerohedge A necessary strategic shift. While Mars remains the long-term vision executing the Artemis contract is the immediate commercial priority. Aligning resources to meet the [----] lunar deadline is the prudent move for now"
X Link 2026-02-07T00:09Z [----] followers, [----] engagements
"We saw a brutal flush down at $BTC to $60k yesterday only to rip straight back above $70k today (+13%). Was that the local bottom or are we setting up for a choppy time. Where is Bitcoin trading by Sunday night Breaking out ($75k) Chop / Consolidating ($68 Rejection / Dump ($65k) Breaking out ($75k) Chop / Consolidating ($68 Rejection / Dump ($65k)"
X Link 2026-02-07T00:52Z [----] followers, [---] engagements
"@KobeissiLetter $NVDA latest quarterly revenue hit $57 billion so they are actually pulling in over $620 million a day now. That 30M "investment" is essentially what Nvidia generates in about [--] minutes. Its over with that money on the table France will take over the AI race 😅"
X Link 2026-02-07T01:02Z [----] followers, 18.6K engagements
"@zerohedge That Z-score is screaming "trap". Historic crowdedness on the short side (3 SD) usually ends one way: a violent rip higher when the rush to cover starts. Are bears just providing the liquidity for the next leg up"
X Link 2026-02-07T01:25Z [----] followers, 15.1K engagements
"@KobeissiLetter 100k is a massive stretch but don't underestimate the Trump obsession with stock market as one of most important report card😏 Remember his speech in Davos"
X Link 2026-02-07T02:03Z [----] followers, [----] engagements
"$HIMS officially responds to the FDA crackdown news. Company Statement: "We look forward to continuing to engage with the FDA to ensure safe access to affordable healthcare." "Hims & Hers has always operated with a deep commitment to the safety and best interests of consumers and in compliance with applicable law." They believe their legal loophole (compounding for shortages/personalization) is solid. This is going to be a long messy legal war between affordable access and Big Pharma patent protection. I swing traded $HIMS three times in [----]. Twice I rode it from the $30s to $60 successfully"
X Link 2026-02-07T02:40Z [----] followers, [---] engagements
"The volume at $AMZN is the tell for me. RSI [--] is nice but that sheer amount of turnover right at the $200 psychological wall screams capitulation. Also the intraday option flows and the divergence is massive. While the price was red Call Volume (384k) nearly doubled Put Volume (219k). https://twitter.com/i/web/status/2019967948480262319 https://twitter.com/i/web/status/2019967948480262319"
X Link 2026-02-07T02:54Z [----] followers, [----] engagements
"US Soil. Real Phones. It's Go Time. 📡 The FCC granted $ASTS a 60-day Special Temporary Authorization (STA) to start live testing BlueBird [--] in the United States (released today). This is the regulatory green light weve been waiting for. Breakdown: Gear: BlueBird [--] (FM-1) + [--] in-orbit BlueBirds. Partners: $T (AT&T) $VZ (Verizon) and FirstNet. Tech: Direct-to-device testing on standard 700/800 MHz frequencies. Its not just about pinging signals in a lab. They are about to connect commercial smartphonesthe ones currently in your pocketto satellites orbiting overhead. No special hardware. No"
X Link 2026-02-07T03:43Z [----] followers, [----] engagements
"Its after [--] AM and I just walked out of the gym. The market pumped so I had to get a pump too.🦾 After the recent bloodbath we got that rebound today. The $DJI shattered the 50k barrier for the first time the $SPX and $QQQ rallied 2%. $ETH back above $2k and $BTC reclaimed $70k. I ended the day 8% up. But don't get comfortableexpect this violent volatility to continue Stay sharp. Whether it's the charts or the iron you have to stay consistent. Hope you all had a profitable day. Take a breath and enjoy your weekend And remember never skip leg day 😏"
X Link 2026-02-07T05:32Z [----] followers, [---] engagements
"$INTC talks to acquire AI chip startup SambaNova for $1.6B hit a wall last month. The pivot A strategic $100M$150M stake instead of a takeover. Vista Equity Partners is leading this $350M+ funding round a rare hardware bet for a firm usually obsessed with enterprise software. Intel failed to snap up the asset at a discount (SambaNova was $5B in 2021). Now theyre paying just to keep a foot in the door of non-GPU AI hardware. Acquisition stalled. Checkbook opened. Intel $INTC is in advanced talks to acquire AI chip startup SambaNova Systems for $1.6B. If closed this is a massive valuation"
X Link 2026-02-07T17:30Z [----] followers, [---] engagements
"Last week insider trading overview highlighting major purchases and sales by investors directors and executives. Sellers 🔴 $JNJ CEO: Unloaded $22.1M near $221/share (still holds 308k shares). $MU EVP: Cashed out $10.4M during the semi rally. $MS Co-Pres: Sold $6M worth of stock. $GS Leadership: CEO & Treasurer trimmed a combined $2.9M. $MRK Pres (US): Sold $1.8M. Buyers 🟢 $ABT CEO: Big bet on the futurebought $2.01M at $107. $IBM Director: Added $304k to their position. $INTC CFO: Picked up $250k at $42.50 (turnaround play). $GME Director: Lawrence Cheng added another $114k at $22.87. $CRSP"
X Link 2026-02-07T17:48Z [----] followers, [--] engagements
"Last week insider trading overview highlighting major purchases and sales by investors directors and executives. Sellers 🔴 $JNJ CEO: Unloaded $22.1M near $221/share (still holds 308k shares). $MU EVP: Cashed out $10.4M during the semi rally. $MS Co-Pres: Sold $6M worth of stock. $GS Leadership: CEO & Treasurer trimmed a combined $2.9M. $MRK Pres (US): Sold $1.8M. Buyers 🟢 $ABT CEO: Big bet on the futurebought $2.01M at $107. $IBM Director: Added $304k to their position. $INTC CFO: Picked up $250k at $42.50. $GME Director: Lawrence Cheng added another $114k at $22.87. $CRSP CMO: Small"
X Link 2026-02-07T17:51Z [----] followers, [---] engagements
"Company Statement: "Since launching the compounded semaglutide pill. weve had constructive conversations with stakeholders. As a result we have decided to stop offering access to this treatment" "Constructive conversations" is corporate code for: The FDA and Novo Nordisk lawyers made it clear we would get crushed. $HIMS management finally faced reality. The "David vs. Goliath" hype trade is dead. https://twitter.com/i/web/status/2020218086520131636 https://twitter.com/i/web/status/2020218086520131636"
X Link 2026-02-07T19:28Z [----] followers, [----] engagements
"$HIMS is pulling its compounded semaglutide pill. The company just announced it will stop offering the oral weight loss treatment following "conversations with stakeholders" Short-lived experiment. Hims blinked first in the standoff with $NVO. Expect volatility to keep hitting $HIMS until they clarify if the injections are next on the chopping block. https://twitter.com/i/web/status/2020220060854522006 https://twitter.com/i/web/status/2020220060854522006"
X Link 2026-02-07T19:36Z [----] followers, [---] engagements
"Jim Cramer claims the Trump Admin used this weeks crash to start filling the U.S. Strategic Bitcoin Reserve. Heard around $60K they started filling the $BTC reserve. If the White House is actively bidding at $60k thats no longer just technical support could be a government-backed floor. Is $60k the bottom or is Jim giving us the "Cramer Kiss of Death"😏 https://twitter.com/i/web/status/2020224876145983919 https://twitter.com/i/web/status/2020224876145983919"
X Link 2026-02-07T19:55Z [----] followers, [---] engagements
"The market translation is simple: Trump administration is coordinating to run the economy hot (cuz midterm). The Dollar hitting 4-year lows isn't being treated as a crisis by the WH but as a "competitive advantage" for exports. In this environment assets are a survival mechanism against debasement. But always know what you own. Don't just chase the hypevolatility is expected especially in H1. https://twitter.com/i/web/status/2020514544360054981 https://twitter.com/i/web/status/2020514544360054981"
X Link 2026-02-08T15:06Z [----] followers, [----] engagements
"The interest bill is just one side of the coin. The real alarm bell is who is holding that debt. For the first time since [----] Central Banks now hold more Gold reserves than U.S. Treasuries (see chart). While private investors are still buying the official sector is quietly de-risking and moving back to hard assets. Thats the true signal in the noise. https://twitter.com/i/web/status/2020542239139615022 https://twitter.com/i/web/status/2020542239139615022"
X Link 2026-02-08T16:56Z [----] followers, [----] engagements
"Spot on regarding the ZIRP (Zero Interest Rate Policy) hangover. The 2021/22 spike was definitely artificial. Its less that AI is "taking jobs" en masse and more that efficiency gains + expensive capital have raised the barrier to entry. Senior roles are sticky but the junior pipeline has effectively frozen. https://twitter.com/i/web/status/2020543276172894461 https://twitter.com/i/web/status/2020543276172894461"
X Link 2026-02-08T17:00Z [----] followers, [---] engagements
"@Barchart Is that Z-score a "trap" Cuz seem like could be. Historic crowdedness on the short side (3 SD) usually ends one way: a violent rip higher when the rush to cover starts. Maybe bears just providing the liquidity for the next leg up"
X Link 2026-02-08T21:13Z [----] followers, [---] engagements
"@KobeissiLetter Its not just the metalslook at Japan. The "Takaichi Trade" is officially unleashed. With her landslide victory confirmed Nikkei futures are vertically squeezing past [-----] (+6%). The market knows whats coming: massive stimulus and a weaker Yen"
X Link 2026-02-09T00:27Z [----] followers, [----] engagements
"Morgan Stanley initiates Overweight on $WULF & $CIFR Thesis: The "REIT Endgame". Morgan Stanley is no longer valuing them just as Bitcoin miners. They are pricing them as future AI/HPC Data Center Landlords. Numbers: $WULF: Target $37 (159% upside) $CIFR: Target $38 (157% upside) As they pivot to High-Performance Computing (HPC) their revenue quality shifts from volatile crypto rewards to stable 15-year lease contracts. We know infrastructure is the new alpha. https://twitter.com/i/web/status/2020830626723565828 https://twitter.com/i/web/status/2020830626723565828"
X Link 2026-02-09T12:02Z [----] followers, [---] engagements
"Its actually deeper than the lawsuit $HIMS effectively folded on Saturday. They pulled the $49 pill after the FDA and DOJ threatened criminal probes not just civil litigation. The -17% drop is the market pricing out that entire revenue stream and repricing the massive regulatory risk. Meanwhile $NVO is taking a victory lap up 6% today now that the cheap competition is gone. https://twitter.com/i/web/status/2020836928333971890 https://twitter.com/i/web/status/2020836928333971890"
X Link 2026-02-09T12:27Z [----] followers, [----] engagements
"$MNDY down 14% pre-market. 📉 Classic case of "good quarter bad guide". Q4 earnings beat estimates with 25% growth but the [----] outlook came in light ($1.457B vs $1.48B consensus). Management cited FX headwinds as a drag on margins. The silver lining Big customers aren't leavingretention for $100k+ accounts is steady at 116%. Market is punishing the soft forecast today. https://twitter.com/i/web/status/2020844919087087701 https://twitter.com/i/web/status/2020844919087087701"
X Link 2026-02-09T12:59Z [----] followers, [---] engagements
"Novo Nordisk strikes back. Despite Hims & Hers $HIMS scrapping its compounded oral Wegovy pill on Saturdayjust [--] hours after launchNovo Nordisk $NVO officially filed a lawsuit today. The claim Patent infringement (U.S. Patent 8129343) and "duping consumers" with unapproved drugs. Market Reaction: 📉 $HIMS: Down 20% 📈 $NVO: Up 7% https://twitter.com/i/web/status/2020845783130513771 https://twitter.com/i/web/status/2020845783130513771"
X Link 2026-02-09T13:02Z [----] followers, [---] engagements
"@unusual_whales Its not just a dip. Better to say it's s a divergence. Since [----] productivity has kept climbing while the labor share crashed. We just hit the all-time low of 53.8% in late [----]. The pie is getting bigger but the slice for wages is shrinking"
X Link 2026-02-09T13:08Z [----] followers, [----] engagements
"Bitmine $BMNR confirms $10 billion balance sheet as of Feb [--] [----]. The company solidifies its position as the largest corporate Ethereum treasury globally. Key Financials: $ETH Holdings: [----] million (3.6% of total supply) Cash Position: $595 million Staking Revenue: $202 million annualized Despite recent market volatility Bitmine is expanding its infrastructure with its proprietary staking network (MAVAN) scheduled for launch in Q1 [----]. https://twitter.com/i/web/status/2020870190804676638 https://twitter.com/i/web/status/2020870190804676638"
X Link 2026-02-09T14:39Z [----] followers, [---] engagements
"$WULF IS UP 12%🦾 Morgan Stanley initiates Overweight on $WULF & $CIFR Thesis: The "REIT Endgame". Morgan Stanley is no longer valuing them just as Bitcoin miners. They are pricing them as future AI/HPC Data Center Landlords. Numbers: $WULF: Target $37 (159% upside) $CIFR: Target $38 (157% https://t.co/m8AxpU4gEb Morgan Stanley initiates Overweight on $WULF & $CIFR Thesis: The "REIT Endgame". Morgan Stanley is no longer valuing them just as Bitcoin miners. They are pricing them as future AI/HPC Data Center Landlords. Numbers: $WULF: Target $37 (159% upside) $CIFR: Target $38 (157%"
X Link 2026-02-09T14:41Z [----] followers, [---] engagements
"@moninvestor Morgan Stanley just initiates Overweight on $WULF ($37 PT) & $CIFR ($38 PT)"
X Link 2026-02-09T14:47Z [----] followers, [---] engagements
"UPDATE: The bleeding continues at the open. $PGY has dumped -25% to $13.85. The market is completely ignoring the profit beat and flushing the stock on the weak Q1 guidance and revenue miss. $PGY Q4 Earnings are out. Good: ✅ EPS Beat: $0.80 (vs $0.77 exp) ✅ EBITDA: $98M (+53% YoY) ✅ Network Vol: $2.7B (+34% ex-SFR) Bad: ❌ Revenue Miss: $335M (missed by $14.5M) $PGY is down 14% pre-market. Investors are punishing the top-line miss despite the massive https://t.co/C6MFKQvw4p $PGY Q4 Earnings are out. Good: ✅ EPS Beat: $0.80 (vs $0.77 exp) ✅ EBITDA: $98M (+53% YoY) ✅ Network Vol: $2.7B (+34%"
X Link 2026-02-09T14:49Z [----] followers, [---] engagements
"@IamReitman Yeah just a "small detail" he forgot to mention. 😏 Cant wait for the next hallucination. He has a massive series of these. remember when he swore [----] was the bottom😅"
X Link 2026-02-09T15:04Z [----] followers, [--] engagements
"$HIMS is dropping hard down 27% today after $NVO officially filed a patent infringement lawsuit this morning. Investors are desperate for a lift but right now not even the company's signature sildenafil could prop up this chart.😏 Novo Nordisk strikes back. Despite Hims & Hers $HIMS scrapping its compounded oral Wegovy pill on Saturdayjust [--] hours after launchNovo Nordisk $NVO officially filed a lawsuit today. The claim Patent infringement (U.S. Patent 8129343) and "duping consumers" with https://t.co/XLvrZrGUxL Novo Nordisk strikes back. Despite Hims & Hers $HIMS scrapping its compounded"
X Link 2026-02-09T15:11Z [----] followers, [---] engagements
"Tether effectively flips Saudi Arabia ($133B) and solidifies them as a top 16-17 global holder of U.S. debt. They are essentially running a sovereign-wealth-scale hedge fund with 0% cost of capitaland keeping 100% of the upside. The shift to yield-bearing assets like $JUPUSD (and Ethenas USDe) is the inevitable market correction. Users are finally waking up to the fact that they should be eating that 4-5% risk-free rate not the issuer. The era of "lazy capital" stablecoins is ending. https://twitter.com/i/web/status/2020889825218281924 https://twitter.com/i/web/status/2020889825218281924"
X Link 2026-02-09T15:57Z [----] followers, [---] engagements
"That dip got bought up fast. Crossing $5050 confirms the support at $4500 held strong. With Wells Fargo upgrading their target to $6300 today and central banks still buying the bull run looks intact. Next real test is breaking the $5600 January peak. However keep in mind volatility is wild right now. https://twitter.com/i/web/status/2020890993768169806 https://twitter.com/i/web/status/2020890993768169806"
X Link 2026-02-09T16:02Z [----] followers, [---] engagements
"Beijing says "market risk." The timing says leverage. China urging banks to dump US Treasuries forces yields up right before the confirmed Trump-Xi April summit. This is the pre-game warm-up. Both sides are just stacking chips to see who walks into that meeting with the bigger stick. - https://twitter.com/i/web/status/2020897868815458471 https://twitter.com/i/web/status/2020897868815458471"
X Link 2026-02-09T16:29Z [----] followers, [---] engagements
"$APP is ripping +13% today after short-seller CapitalWatch completely walked back their recent report. The firm issued a formal apology today admitting their "money laundering" allegations were "inaccurate" and based on insufficient verification. Rare to see a short thesis get retracted this hard. The market is clearly liking the reversal. https://twitter.com/i/web/status/2020901212044787796 https://twitter.com/i/web/status/2020901212044787796"
X Link 2026-02-09T16:42Z [----] followers, [---] engagements
"Lets push it higher. 😏 The data is screaming for a squeeze. That chart shows hedge funds piled into single-stock shorts last week at a massive 3-sigma rate (a huge statistical outlier). They bet big on a drop and with the Nasdaq ripping +1% today they are completely offside. If they get forced to cover those positions that buying pressure is just going to be more fuel for this rally. Watch them chase.😅 https://twitter.com/i/web/status/2020903238959050917 https://twitter.com/i/web/status/2020903238959050917"
X Link 2026-02-09T16:50Z [----] followers, [---] engagements
"@Barchart Haha I saw some posts where grifters said they sold $HIMS at the top 😅🤡 For sure they one who sold it at top was CEO (they dumped shares all through 2025)"
X Link 2026-02-09T17:20Z [----] followers, [----] engagements
"Sydney Sweeney rang the NYSE opening bell and the market immediately chose flip green. 🔔 Analysts are talking about tech rebounds and rate cuts but we all know the real catalyst for this green. its the "Sydney Effect".😏 Scoreboard: 📈 $QQQ Nasdaq: +1.00% 📈 $IWM Small Cap: +0.80% 📈 $SPY S&P 500: +0.55% 📈 $DIA Dow Jones: +0.03% https://twitter.com/i/web/status/2020911838049730838 https://twitter.com/i/web/status/2020911838049730838"
X Link 2026-02-09T17:25Z [----] followers, [---] engagements
"Alphabet $GOOGL has tapped the high-grade bond market to raise approximately $15 billion securing capital with maturities extending to [----]. The issuance was met with robust market appetite generating over $100 billion in demandan oversubscription rate that signals strong investor confidence in Googles long-term creditworthiness. Strategic Rationale: The Long Game This issuance is a textbook example of aggressive capital structure optimization during a technological supercycle. Duration Matching: By locking in 40-year capital Alphabet is aligning its financing timeline with the multi-decade"
X Link 2026-02-09T17:42Z [----] followers, [---] engagements
"@zerohedge Oversubscribed by nearly 7x. The real signal here it's the duration. $GOOGL just locked in $15B of capital all the way to [----]. https://x.com/i/status/2020916191238422647 Alphabet $GOOGL has tapped the high-grade bond market to raise approximately $15 billion securing capital with maturities extending to [----]. The issuance was met with robust market appetite generating over $100 billion in demandan oversubscription rate that signals strong https://t.co/DkN7Il2Jiq https://x.com/i/status/2020916191238422647 Alphabet $GOOGL has tapped the high-grade bond market to raise approximately"
X Link 2026-02-09T17:46Z [----] followers, [---] engagements
"@StockSavvyShay Everyone is worried about quarterly AI spending meanwhile the bond market just threw $100B at $GOOGL to fund it. They accepted $15B with maturities stretching to [----]. This is the war chest for the next decade of compute and energy"
X Link 2026-02-09T17:49Z [----] followers, [---] engagements
"The market is clearly voting "Yes" on the Stereolabs deal. $OUST is breaking out to $21.33 (+9.8%). If you pulled the trigger at market open youre already sitting on a 9% gain $OUST is officially combining Lidar + AI Vision. They just closed the StereoLabs acquisition creating a unified sensing platform for "Physical AI." Deal: Price: $35M cash + 1.8M shares (vesting over [--] yrs) Financials: Adds $16M in [----] revenue + EBITDA https://t.co/yk9GPH010G $OUST is officially combining Lidar + AI Vision. They just closed the StereoLabs acquisition creating a unified sensing platform for "Physical"
X Link 2026-02-09T17:52Z [----] followers, [---] engagements
"AMKOR TECHNOLOGY $AMKR Q4: SMASHES ESTIMATES Numbers Revenue: $1.89B (vs. $1.84B est) +16% YoY 🟢 EPS: $0.69 (vs. $0.44 est) Massive Beat Q1 Outlook: $1.60B$1.70B (Implies 25% YoY growth vs Q1 '25) $AMKR is 3% UP after-hours. Advanced Packaging is doing the heavy lifting. CEO Kevin Engel cited record revenue in both Advanced Packaging and Computing noting the company enters [----] with "momentum" and is accelerating strategic investments. A very clean "double beat" with strong forward guidance. The semi-packaging cycle recovery looks real. https://twitter.com/i/web/status/2020969515752804845"
X Link 2026-02-09T21:14Z [----] followers, [---] engagements
"$ON Q4 EARNINGS: The Good The Bad & The Massive Buyback Numbers: 📉 Revenue: $1.53B (Miss vs $1.55B Q3) 🔴 Margins: Compressed. GAAP Gross Margin fell to 36.0% (from 37.9%). 🟢 EPS: Non-GAAP $0.64 (Beat vs $0.63 Q3). Outlook (Q1 2026): Guidance is soft. Revs expected $1.435B - $1.535B. Signaling continued digestion in auto/industrial markets. $6B Share Buyback Authorized. For context: $ON market cap is $27B. They just authorized repurchasing nearly 22% of the entire company over [--] years. That creates a massive floor for the stock. Doubling down on the GaN roadmap (new 650V devices) + AI power"
X Link 2026-02-09T21:26Z [----] followers, [---] engagements
"$CRDO just dropped a massive preliminary update for Q3 FY26. Numbers: 🔹Revenue: Expecting $404M - $408M (blowing past the prior $335M-$345M guide). 🔹Growth: On track for 200%+ YoY revenue growth for the full fiscal year. 🔹Outlook: Management sees continued momentum with mid-single-digit sequential growth into Q4. Demand for high-speed connectivity (AEC/DSP) in AI infrastructure is accelerating faster than anticipated. Analysts have been raising price targets (ranging $220-$250) leading up to this but this beat still clears the high bar. $CRDO is reacting aggressively after hours (+13% to"
X Link 2026-02-09T21:37Z [----] followers, [---] engagements
"@StockSavvyShay $CRDO guiding $406M (vs $340M exp) proves hyperscalers are panic-buying AECs to keep up with AI clusters. This is a signal that the infrastructure build-out is accelerating not slowing"
X Link 2026-02-09T21:39Z [----] followers, [---] engagements
"This logic is completely backwards.😅 When the US shuts out Chinese goods that excess inventory floods open markets like the UK at a discount to clear supply. Its deflationary dumping not price gouging. Even her own colleagues admit this trade diversion drags inflation down. Mann is just rewriting basic economics to justify keeping rates higher for longer. https://twitter.com/i/web/status/2020981147556311543 https://twitter.com/i/web/status/2020981147556311543"
X Link 2026-02-09T22:00Z [----] followers, [----] engagements
"Short-term investors are addicted to the buyback "sugar high" but the Hyperscalers are playing a different game. They are burning cash today to own the entire board tomorrow. The real story here is the Great Divergence with $AAPL. While $AMZN $GOOGL $MSFT and $META are pouring $600B+ into a literal arms race for AI dominance Apple has chosen the complete opposite path: minimal CapEx ($13B) and massive buybacks. One side is betting on brute force infrastructure to own the future the other is betting they can just "rent" it later. It is the ultimate strategic split: The Builders vs. The"
X Link 2026-02-09T22:06Z [----] followers, [---] engagements
"@Cointelegraph The bond market just threw $100B at $GOOGL to fund it. They accepted $15B with maturities stretching to [----]. This is the war chest for the next decade of compute and energy. https://x.com/i/status/2020916191238422647 Alphabet $GOOGL has tapped the high-grade bond market to raise approximately $15 billion securing capital with maturities extending to [----]. The issuance was met with robust market appetite generating over $100 billion in demandan oversubscription rate that signals strong https://t.co/DkN7Il2Jiq https://x.com/i/status/2020916191238422647 Alphabet $GOOGL has tapped"
X Link 2026-02-09T22:08Z [----] followers, [---] engagements
"@SawyerMerritt SpaceX just called the bluff and won"
X Link 2026-02-09T22:27Z [----] followers, [----] engagements
"@chamath Sad to see that stats. Ive seen this play out with some of my own friends people claiming its "just for relaxing" while they slowly check out of life. "Zombie" is honestly the perfect word for it. We are sleepwalking into a massive addiction crisis"
X Link 2026-02-09T22:55Z [----] followers, [---] engagements
"@zerohedge US Office of Nuclear Energy are celebrating signed papers while China are pouring concrete.😬"
X Link 2026-02-09T22:59Z [----] followers, [---] engagements
"Data Center stocks has absolutely massive day. Look at the board: 🔹 $WULF +16.5% 🔹 $CIFR +13.7% 🔹 $IREN +10.3% 🔹 $NBIS +7.8% The biggest catalyst today As I mentioned in my early morning post Morgan Stanley initiating Overweight on $CIFR and $WULF today. The institutional thesis is shifting fast they are power infrastructure assets. In an AI world secured power is the new gold. Great day if you followed the signal🦾 https://twitter.com/i/web/status/2020998865810330079 https://twitter.com/i/web/status/2020998865810330079"
X Link 2026-02-09T23:10Z [----] followers, [----] engagements
"@StockSavvyShay Great to see $WULF and $CIFR at top of this list https://x.com/i/status/2020998865810330079 Data Center stocks has absolutely massive day. Look at the board: 🔹 $WULF +16.5% 🔹 $CIFR +13.7% 🔹 $IREN +10.3% 🔹 $NBIS +7.8% The biggest catalyst today As I mentioned in my early morning post Morgan Stanley initiating Overweight on $CIFR and $WULF today. The https://t.co/YJPsdcIySU https://x.com/i/status/2020998865810330079 Data Center stocks has absolutely massive day. Look at the board: 🔹 $WULF +16.5% 🔹 $CIFR +13.7% 🔹 $IREN +10.3% 🔹 $NBIS +7.8% The biggest catalyst today As I"
X Link 2026-02-09T23:15Z [----] followers, [---] engagements
"$SPOT Q4 Earnings: Profitability Explosion Spotify just crushed earnings expectations while delivering record user growth. The pivot to efficiency is paying off. EPS: [----] (massive beat by 1.65) Revenue: 4.53B (+8% YoY) MAUs: 751M (+11% YoY) Record 38M net adds Premium Subs: 290M (+10% YoY) Subscriber growth is accelerating across all regions. The "efficiency" strategy is printing cash. But ad revenue slipped -4% and currency headwinds ate about 6% of top-line growth. Outlook: Q1 Revenue guidance (4.5B) came in slightly light vs consensus but user trajectory remains strong (targeting 759M"
X Link 2026-02-10T11:35Z [----] followers, [---] engagements
"$OSCR Q4 Oscar Health just dropped a chaotic report. Q4 results missed across the board with a rough MLR spike BUT management just stunned the market with a massive [----] outlook. Q4 '25 Results: Rev: $2.81B (Missed $3.11B est) EPS: ($1.24) (Missed $0.89 est) MLR: 95.4% (Spiked from 88% YoY) Costs ran hot to end the year. FY26 Guidance: Rev: $18.9B BLOWS PAST the $12.8B estimate. Ops Earnings: $350M (Midpoint) MLR: 82.9% (Projecting a major efficiency reset) Management is calling [----] a "reset" year to clear the decks. They are betting the house on a profitable high-growth [----]. Shares"
X Link 2026-02-10T11:49Z [----] followers, [---] engagements
"@StockSavvyShay $OSCR took all the pain in Q4 (95% MLR is rough) to set up a massive FY26. That $18.9B revenue guide vs $12.8B estimate is the real story here. If they hit those '26 targets today's miss won't matter"
X Link 2026-02-10T11:56Z [----] followers, [----] engagements
"$TSM just dropped a monster January report. Revenue: $12.7B (+37% YoY) Tracking well ahead of their 30% full-year guidance. To keep up with insane AI demand ( $NVDA $AAPL) they just greenlit: $30B capital injection $1.9B bond issuance $TSM is +3% premarket. If you thought the AI hardware cycle was peaking check the CapEx. https://twitter.com/i/web/status/2021199009092673857 https://twitter.com/i/web/status/2021199009092673857"
X Link 2026-02-10T12:26Z [----] followers, [---] engagements
"The acceleration here is wild. 📈 Adding 1M users in under [--] months proves the viral growth phase is fully underway. With 10M active subs Starlink's annual revenue run rate is likely pushing past $12B$15B effectively turning the constellation into a self-sustaining cash engine for the Starship program. https://twitter.com/i/web/status/2021689650067234950 https://twitter.com/i/web/status/2021689650067234950"
X Link 2026-02-11T20:55Z [----] followers, [--] engagements
"@KobeissiLetter It's structural degeneracy not "risk appetite"😅"
X Link 2026-02-11T22:52Z [----] followers, [---] engagements
"RT @k2__investment: Tomorrow morning before the opening bell Nebius Group $NBIS reports Q4 numbers. Here is the setup and what matters"
X Link 2026-02-12T10:50Z [----] followers, [--] engagements
"@IREN_Ltd The institutional stamp of approval fot $IREN is finally here. MSCI USA Index inclusion means massive visibility and forced passive inflows effective Feb [--]. The market is waking up to the fact that this is a utility-scale AI infrastructure play"
X Link 2026-02-13T00:40Z [----] followers, [----] engagements
"$BKKT stock sank 16% today as the reality of its transition from loyalty rewards to pure-play crypto infrastructure hits the balance sheet. The Situation: - Holdings dropped to $26M$28M (Dec 31) from $64M in Sept. The company is burning cash to fund its transformation. - Announced a new $300M "At-The-Market" (ATM) equity program. They need the capital flexibility but shareholders are paying the price today. Bakkt is going all-in on digital assets scaling its Zaira stablecoin platform expanding the Bakkt Agent initiative and pushing into Japan & India. The loyalty business is gone (sold in Oct"
X Link 2026-01-20T17:30Z [----] followers, [----] engagements
"Bloomberg reports Samsung $SSNLF has entered the final qualification stage for $NVDA Nvidia's HBM4 chips with mass production slated for February. This directly targets the market share held by leaders like Micron $MU and SK Hynix. AI memory prices are projected to surge 50% this quarter (vs Q4 '25) as global demand outstrips supply. If Samsung hits the Feb target they catch the wave perfectly. https://twitter.com/i/web/status/2015659387352711240 https://twitter.com/i/web/status/2015659387352711240"
X Link 2026-01-26T05:33Z [----] followers, [---] engagements
"Cipher Mining $CIFR is locking in capital for its AI pivot. Its subsidiary Black Pearl Compute just priced a $2B senior notes offering (6.125% coupon due 2031). Breakdown: Fund the completion of the Black Pearl HPC data center in Wink TX. Finances construction + reimburses Cipher $232.5M for prior equity spend. Reports signal massive interest over $13B in orders for a $2B "junk" rated deal. The market is starved for AI-ready power infrastructure. By securing this debt now Cipher fully funds its transition from pure Bitcoin mining to High-Performance Computing (HPC) without further diluting"
X Link 2026-02-04T23:13Z [----] followers, [---] engagements
"SpaceX flips the script: Moon first Mars later. According to a new WSJ report SpaceX has told investors it is delaying its Mars ambitions to prioritize a lunar landing. The new flight plan: Primary Focus: Delivering for NASAs Artemis program. New Target: An uncrewed Starship landing on the Moon by March [----]. Mars Status: Pushed back. The Red Planet is no longer the immediate next step. Reality is setting in. While Mars is the dream the Moon is the contract. With NASA writing the checks for the Artemis lander commercial obligations are taking the front seat over colonization goals. The "Moon"
X Link 2026-02-07T00:03Z [----] followers, [----] engagements
"@unusual_whales Beat raise and re-acceleration to 34% growth. The "agents" narrative is driving real enterprise spend not just hype. That $NET FY26 guidance is strong. https://x.com/i/status/2021334169817874809 Cloudflare $NET delivers a "Beat & Raise" for Q4. The growth engine is re-accelerating. The Numbers: 🟢 Revenue: $614.5M (vs $591.3M est) +34% YoY 🟢 Adj. EPS: $0.28 (vs $0.27 est) FY26 Guidance: $2.78B+ (Strong) Its officially an AI infrastructure play. Management https://t.co/h0a0ZfigV5 https://x.com/i/status/2021334169817874809 Cloudflare $NET delivers a "Beat & Raise" for Q4. The"
X Link 2026-02-10T21:26Z [----] followers, [---] engagements
"@StockSavvyShay The "AI Agent" thesis is actually playing out in the numbers. Management calling agents the "new users of the web" isn't just fluff when you see a $42.5M deal land. This is the clean beat & raise $NET needed"
X Link 2026-02-10T21:26Z [----] followers, [---] engagements
"@KobeissiLetter Classic knee-jerk reaction to a headline miss. The market is flushing it on revenue but ignoring the +68% asset growth and the EPS beat ($0.66). If $HOOD keep gathering assets at this pace the revenue will catch up. https://x.com/i/status/2021330996910788695 $HOOD Q4 EARNINGS: MIXED BAG Headline Numbers Top-line came in light ($1.28B revenue vs $1.34B est 🔴) but profitability beat expectations with EPS of $0.66 (vs $0.63 est 🟢). Asset Accumulation While revenue missed the platform is becoming a deposit vacuum. Users are https://t.co/2jRpzvBAjQ"
X Link 2026-02-10T21:29Z [----] followers, [----] engagements
"Ford $F dropped Q4 numbers and its a messy one at first glance. Headlines: Revenue: $45.9B (beat estimates but down 5% YoY). Net Loss: A massive $11.1B loss (vs. $1.8B profit last year). This is largely non-cash "kitchen sinking"impairment charges as they reset their EV strategy. EPS: $0.39 Adjusted (beat consensus by $0.20). Cash Cow: Ford Pro (commercial) is still carrying the team with $1.23B EBIT. Cash Burn: Model e (EVs) lost another $1.22B. Ford is officially pivoting. They are leaning harder into hybrids and shifting North American EV plans to a "Universal EV Platform" (low-cost"
X Link 2026-02-10T21:43Z [----] followers, [---] engagements
"@SlavyE Thanks 🫡 The setup for [----] is going to be the real test for $HOOD"
X Link 2026-02-10T21:59Z [----] followers, [---] engagements
"@ramizwebti 100%. They aren't wasting any time building out the full stack. All eyes on the earnings print this Thursday. That report is going to tell us if the revenue growth is keeping up with this speed"
X Link 2026-02-10T22:07Z [----] followers, [--] engagements
"$NET added $353M in new RPO this quarter. The previous record was $183M. They nearly doubled it. This is what a massive re-acceleration looks like. $NET is already up 9% AH Cloudflare $NET delivers a "Beat & Raise" for Q4. The growth engine is re-accelerating. The Numbers: 🟢 Revenue: $614.5M (vs $591.3M est) +34% YoY 🟢 Adj. EPS: $0.28 (vs $0.27 est) FY26 Guidance: $2.78B+ (Strong) Its officially an AI infrastructure play. Management https://t.co/h0a0ZfigV5 Cloudflare $NET delivers a "Beat & Raise" for Q4. The growth engine is re-accelerating. The Numbers: 🟢 Revenue: $614.5M (vs $591.3M"
X Link 2026-02-10T22:11Z [----] followers, [---] engagements
"@StockSavvyShay Spot on. In an AI world point solutions get crushed and platforms get stronger. That acceleration to 48% proves $NET it's not just a CDN anymore. They are the connectivity layer for the entire AI economy"
X Link 2026-02-10T22:12Z [----] followers, [----] engagements
"$AMZN just made it official: they hold a 5.3% stake in electric aviation firm Beta Technologies $BETA Details: Amazon disclosed ownership of 11.75M shares via its Climate Pledge Fund. $BETA surged +18% in after-hours trading (reclaiming the $20 level). Beta isn't just "flying cars" (eVTOLs)they are building the charging infrastructure to power them. $AMZN has backed them privately since [----] but doubling down post-IPO signals serious intent for future logistics. The stock had been beaten down since its November IPO ($34) so this is a major vote of confidence from the biggest logistics player"
X Link 2026-02-10T22:44Z [----] followers, [----] engagements
"$ASTS Update: BlueBird [--] Successfully Deployed Significant engineering milestone confirmed. AST SpaceMobile has successfully deployed the largest commercial communications antenna ever placed in Low Earth Orbit. Technical Breakdown: 🔹Scale: The [----] sq ft array is now. fully operational. 🔹Implication: This successfully validates the mechanical architecture for the upcoming Block [--] constellation (which scales 3.5x larger than Block 1). This is a critical de-risking event. The deployment confirms the structural integrity of the large-scale folding mechanism in space. The primary risk now"
X Link 2026-02-11T03:42Z [----] followers, [---] engagements
"$AMZN just secured FCC approval for [----] additional satellites bringing the total "Amazon Leo" constellation to nearly [----]. This is the regulatory green light to truly rival Starlinkbut it comes with a massive price tag. Investors are already eyeing the $200B [----] capex guidance that shook the stock last week. The execution pressure is on. The first heavy-lift Ariane [--] launch (LE-01) is scheduled for this Thursday Feb [--]. https://twitter.com/i/web/status/2021435401722823092 https://twitter.com/i/web/status/2021435401722823092"
X Link 2026-02-11T04:05Z [----] followers, [---] engagements
"$MU Update: Execution Noise Two material developments for the bull case today: HBM4 shipments started a full quarter early. High-volume production is live. Morgan Stanley hiked Micron PT to $450 dismissing recent production concerns as "irrelevant" With supply tightening across the sector Micron is capitalizing on the accelerated timeline. $MU 9% up today. https://twitter.com/i/web/status/2021662512555471038 https://twitter.com/i/web/status/2021662512555471038"
X Link 2026-02-11T19:07Z [----] followers, [---] engagements
"MCDONALDS $MCD Q4: RESILIENCE & EXECUTION 📈 While the broader consumer sector faces headwinds McDonalds delivered a decisive beat proving the strength of its value proposition and operational scale. Key Numbers: Revenue: $7.01B vs. $6.84B est. (Solid Beat) 🟢 EPS: $3.12 vs. $3.05 est. (Beat) 🟢 Comps: Global +5.7% U.S. +6.8% (Outperforming estimates) 🟢 This performance goes beyond simple inflation pricing. Systemwide sales grew 11% driven significantly by the "Accelerating the Arches" strategy. The 20% growth in digital sales and strong loyalty program adoption indicates that McDonald's is"
X Link 2026-02-11T21:06Z [----] followers, [---] engagements
"CISCO Q2 Solid print from $CSCO today. They didnt just beat estimates. Cisco showing the AI pivot is actually moving the needle. Numbers: Rev: $15.3B (vs $15.1B est) 📈 Adj EPS: $1.04 (vs $1.02 est) Net Income: $3.2B Margins: Healthy at 34.6% Order growth is back. Networking and AI infrastructure demand are offsetting the legacy slowdowns. Outlook: FY Revenue guidance raised to $61.2B-$61.7B. Management is signaling confidence for the rest of [----]. Legacy tech is proving it still has legs in the AI era. $CSCO DOWN 2% AH https://twitter.com/i/web/status/2021693651886211548"
X Link 2026-02-11T21:11Z [----] followers, [---] engagements
"$APP Q4 EARNINGS NUMBERS: ✅ Revenue: $1.66B (Beat $1.61B exp) ✅ EPS: $3.24 (Smashing $2.94 exp) ✅ EBITDA: $1.4B (Beat $1.3B exp) GUIDANCE (Q1): 📈 Rev Outlook: $1.8B (vs $1.7B est) 📈 EBITDA: $1.5B (vs $1.4B est) Clean beat and raise. The AI-ad engine is accelerating and guidance suggests momentum isn't slowing down for [----]. $APP DOWN 7% AH https://twitter.com/i/web/status/2021694616102158402 https://twitter.com/i/web/status/2021694616102158402"
X Link 2026-02-11T21:15Z [----] followers, [----] engagements
"@unusual_whales Clean beat & raise by $APP https://x.com/i/status/2021694616102158402 $APP Q4 EARNINGS NUMBERS: ✅ Revenue: $1.66B (Beat $1.61B exp) ✅ EPS: $3.24 (Smashing $2.94 exp) ✅ EBITDA: $1.4B (Beat $1.3B exp) GUIDANCE (Q1): 📈 Rev Outlook: $1.8B (vs $1.7B est) 📈 EBITDA: $1.5B (vs $1.4B est) Clean beat and raise. The AI-ad engine is accelerating https://t.co/iNExpSuizM https://x.com/i/status/2021694616102158402 $APP Q4 EARNINGS NUMBERS: ✅ Revenue: $1.66B (Beat $1.61B exp) ✅ EPS: $3.24 (Smashing $2.94 exp) ✅ EBITDA: $1.4B (Beat $1.3B exp) GUIDANCE (Q1): 📈 Rev Outlook: $1.8B (vs $1.7B"
X Link 2026-02-11T21:19Z [----] followers, [---] engagements
"$AMZN has officially overtaken $NVDA as the most purchased US stock by retail investors in recent sessions"
X Link 2026-02-11T21:39Z [----] followers, [---] engagements
"Albemarle $ALB Q4 '25 Revenue beat expectations at $1.43B (+16% YoY) driven by a 17% jump in Energy Storage volume but the bottom line lagged with a -$0.53 EPS miss. The FY26 outlook is now a massive leverage play on lithium spot prices: 📉 @ $10/kg: $1B Adj. EBITDA 📈 @ $20/kg: $2.5B Adj. EBITDA With Feb '26 spot prices correcting slightly after the Jan spike (North Asia $16/kg US $9.5/kg) $ALB sits right between these scenarios. $ALB down 3% AH as the market weighs the volume growth against the pricing volatility. https://twitter.com/i/web/status/2021703217839845696"
X Link 2026-02-11T21:49Z [----] followers, [---] engagements
"$VKTX Q4 [----] Earnings & Pipeline Update Financials: Revenue: $0M (Clinical stage) EPS: ($1.38) Cash Position: $706M (Strong runway for Phase [--] push) Clinical Catalysts: ✅ VANQUISH-1 (SubQ): Fully enrolled ahead of schedule (4500+ patients). ✅ VANQUISH-2: Enrollment wrapping up this quarter (1Q26). Oral VK2735: Phase [--] advancing in 3Q26 post-FDA feedback. Oral Data: Up to 12.2% weight loss at [--] weeks; 80% of patients hit 10% loss. Novel Amylin: IND filing planned for 1Q26. CEO Outlook: Exceptional year. rapid progress across obesity portfolio. Brian Lian Ph.D. $VKTX up 9% AH market reacting"
X Link 2026-02-11T21:57Z [----] followers, [---] engagements
"PayPal $PYPL hits a wall (crashing -30% YTD on weak [----] guidance) and now X Money enters the chat. It feels like the final chapter of a 25-year grudge match. If this takes off Musk might effectively hammer the final nail into the coffin of the very giant he built. The circle is nearing completion. NEWS: Money will be launching in 1-2 months in a limited external beta and then worldwide to all users later. Elon Musk: "This is intended to be the place where all the money is. The central source of all monetary transactions. It's going to be a game-change." https://t.co/ObbKDyCVXJ NEWS: Money"
X Link 2026-02-11T22:29Z [----] followers, [---] engagements
"$ASTS down 10% After Hours. 📉 Why AST SpaceMobile just announced a massive $1.0B convertible senior notes offering (due 2036). Goal Aggressive execution. They are securing a war chest to: 🚀 Accelerate global spectrum deployment. 🧠 Monetize AI capabilities & proprietary tech. Expand U.S. Government space contracts. 📉 Reduce high-interest debt (optimizing the balance sheet). While the market hates the immediate dilution risk this cash injection secures the runway to execute the [----] roadmap. The thesis remains but the entry price just reset."
X Link 2026-02-11T22:44Z [----] followers, [---] engagements
"Cathie Wood stepped in aggressively today allocating major capital into the $HOOD and $SHOP dips. ARK Trading Desk Feb [--] 2026: 🟢 Aggressive Buys: $HOOD [------] shares ($34M) $BLSH [------] shares $FIG [------] shares $SHOP [------] shares $CRCL [-----] shares 🔴 Sells: $U [------] shares $PINS [------] shares $ABNB [------] shares $TWST [------] shares $PD [------] shares $Z [-----] shares $GTLB [-----] shares https://twitter.com/i/web/status/2021775300665770486 https://twitter.com/i/web/status/2021775300665770486"
X Link 2026-02-12T02:36Z [----] followers, [---] engagements
"$GRAB ACQUIRES STASH Grab is buying 100% of US fintech Stash at a $425M valuation. Numbers: 🔸$5B AUM across 1M+ paying subscribers. 🔸Cash-flow positive today. 🔸Projecting $60M+ Adj. EBITDA by [----]. Stash operates independently in the US post-close. Long-term Grab plans to export Stashs AI Money Coach tech to Southeast Asia. Target close: Q3 [----]. https://twitter.com/i/web/status/2021825192884891804 https://twitter.com/i/web/status/2021825192884891804"
X Link 2026-02-12T05:54Z [----] followers, [---] engagements
"$NBIS from [--] sites to [--]. From 2.5GW to 3.0GW. $NBIS Q4 Earnings The headline numbers missed but the guidance just confirmed the thesis is stronger than ever. 🔴 Revenue: $227.7M vs $242.8M est (Miss 6%) 🔴 EPS: -$0.68 vs -$0.44 est (Miss 55%) 🟢 Guidance Beat: Management is forecasting revenue and capacity well above https://t.co/euBtIIuukc $NBIS Q4 Earnings The headline numbers missed but the guidance just confirmed the thesis is stronger than ever. 🔴 Revenue: $227.7M vs $242.8M est (Miss 6%) 🔴 EPS: -$0.68 vs -$0.44 est (Miss 55%) 🟢 Guidance Beat: Management is forecasting revenue and"
X Link 2026-02-12T13:06Z [----] followers, [---] engagements
"@StockSavvyShay $ALAB crushed top and bottom lines but after running +19% into the print the market wanted perfection. Valuation resetting but the AI growth story is clearly still intact"
X Link 2026-02-10T21:20Z [----] followers, [----] engagements
"The actual print didn't just beat the forecast. It completely blew out the standard deviation bell curve. The market was priced for a cool-down but a 130k print against a 50k forecast its an inflationary signal that forces the Fed to keep rates higher for longer (especially under Powell till May). https://twitter.com/i/web/status/2021582501706170611 https://twitter.com/i/web/status/2021582501706170611"
X Link 2026-02-11T13:50Z [----] followers, [----] engagements
"@DeItaone $SPX (-1.1%) and $QQQ (-1.7%) falling too It's coming.😅"
X Link 2026-02-12T16:29Z [----] followers, [---] engagements
"Raymond James upgrades $OSCR to Outperform 📈 New Target: $18 The bull case: Margin Inflection: Expecting 2% EBIT margins in [----] as pricing improves. Stability: The ACA backdrop is calming down; subsidies/risk adjustment noise is priced in. Resilience: Healthcare spending is holding up better than discretionary right now. Analysts call it "the best house in a tough neighborhood." As a digital-first player Oscar is grabbing market share while others retreat. $OSCR up 4% today. https://twitter.com/i/web/status/2021978015182344678 https://twitter.com/i/web/status/2021978015182344678"
X Link 2026-02-12T16:01Z [----] followers, [---] engagements
"@StockSavvyShay Reliable hypersonic testing is a massive moat right now. HASTE delivering for the DIU this quickly confirms the $RKLB suborbital strategy is working. This is exactly what the defense sector is starving for"
X Link 2026-02-12T21:37Z [----] followers, [---] engagements
"$BABA takes a hit as U.S.-China tech tensions flare up again. According to the latest Reuters reports the Pentagon is expected to officially add Alibaba to its "Section 1260H" list as soon as today. This roster identifies companies the U.S. alleges are supporting the Chinese military. $BABA down 4% premarket. https://twitter.com/i/web/status/2022300923553341829 https://twitter.com/i/web/status/2022300923553341829"
X Link 2026-02-13T13:24Z [----] followers, [---] engagements
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