# ![@nanalyzetweets Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2416162544.png) @nanalyzetweets Nanalyze

Several experts are discussing the potential for AI to create a deflationary economy, with some suggesting that increased efficiency could lead to significantly lower costs for goods. Vinod Khosla predicts that by 2035, AI could lead to a "hugely deflationary economy". This idea is being explored in the context of various industries, including construction and technology.

### Engagements: [-----] [#](/creator/twitter::2416162544/interactions)
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### Mentions: [--] [#](/creator/twitter::2416162544/posts_active)
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### CreatorRank: [-------] [#](/creator/twitter::2416162544/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  63.16% [finance](/list/finance)  48.87% [technology brands](/list/technology-brands)  27.82% [cryptocurrencies](/list/cryptocurrencies)  15.04% [countries](/list/countries)  4.51% [financial services](/list/financial-services)  #1139 [exchanges](/list/exchanges)  2.26% [currencies](/list/currencies)  2.26% [automotive brands](/list/automotive-brands)  1.5% [travel destinations](/list/travel-destinations)  1.5%

**Social topic influence**
[ai](/topic/ai) 24.06%, [stocks](/topic/stocks) 8.27%, [$goog](/topic/$goog) #65, [ipo](/topic/ipo) #330, [$nvda](/topic/$nvda) #736, [money](/topic/money) 6.02%, [market cap](/topic/market-cap) #338, [the most](/topic/the-most) 4.51%, [in the](/topic/in-the) 4.51%, [future](/topic/future) 4.51%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@gloc19x](/creator/undefined) [@alex70848763197](/creator/undefined) [@aliquidamari](/creator/undefined) [@urinsideman](/creator/undefined) [@biggieperms](/creator/undefined) [@frogger_rebel](/creator/undefined) [@luiy0](/creator/undefined) [@doctorkillinger](/creator/undefined) [@morningstar](/creator/undefined) [@charlesschwab](/creator/undefined) [@dudewhoinvests](/creator/undefined) [@danw2capital](/creator/undefined) [@virtualbacon](/creator/undefined) [@froggerrebel](/creator/undefined) [@badhabitpl](/creator/undefined) [@hmerly](/creator/undefined) [@boujeefinances](/creator/undefined) [@steveonspeed](/creator/undefined) [@mvcinvesting](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [IBM (IBM)](/topic/ibm) [Helium IOT (IOT)](/topic/$iot) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [ServiceNow Inc (NOW)](/topic/servicenow) [Adobe, Inc. (ADBE)](/topic/$adbe) [IonQ, Inc. (IONQ)](/topic/$ionq) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Docusign Inc (DOCU)](/topic/$docu) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Bitcoin (BTC)](/topic/$btc) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Micron Technology, Inc. (MU)](/topic/$mu) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [GitLab Inc. (GTLB)](/topic/$gtlb) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Intuit Inc. (INTU)](/topic/$intu) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Tesla, Inc. (TSLA)](/topic/$tsla) [Oracle Corporation (ORCL)](/topic/$orcl) [Metadium (META)](/topic/$meta) [NerveNetwork (NVT)](/topic/$nvt) [JPMorgan Chase (JPM)](/topic/$jpm) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Datadog Inc (DDOG)](/topic/$ddog) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Bullish (BLSH)](/topic/$blsh) [Mario Coin (COIN)](/topic/$coin) [Common Wealth (WLTH)](/topic/$wlth) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [AngloGold Ashanti Limited (AU)](/topic/$au)
### Top Social Posts
Top posts by engagements in the last [--] hours

"While Pure Storage $PTSG generates revenue from direct sales of its hardware StaaS is becoming an increasing part of its business model. In [----] subscriptions accounted for 42% of revenue. The percentage reached 47% during the companys most recent quarter. Credit: Pure Storage"  
[X Link](https://x.com/nanalyzetweets/status/1833837980923940958)  2024-09-11T12:00Z [----] followers, [---] engagements


"If you're a crypto exchange like Bullish $BLSH you can just take all the crapto you're selling and call it "revenue." Wouldn't it make more sense just to show actual revenues instead of trading volume Like Coinbase $COIN does"  
[X Link](https://x.com/nanalyzetweets/status/1969884559492735071)  2025-09-21T22:00Z [----] followers, [---] engagements


"Great paper talking about how "The decline in construction productivity represents one of the most significant and persistent sectoral challenges facing the U.S. economy." ProCore $PCOR promises to digitize the construction industry and hopefully increase productivity"  
[X Link](https://x.com/nanalyzetweets/status/1974172698910609766)  2025-10-03T18:00Z [----] followers, [---] engagements


"Are you using a robo advisor or what they now call a digital advisor Then you need to watch this ASAP. We look at the overall thesis the best robo advisor out there and talk about why we would never invest in the coming Wealthfront IPO - $WLTH"  
[X Link](https://x.com/nanalyzetweets/status/1999645447766344130)  2025-12-13T01:00Z [----] followers, [----] engagements


"Global X has debuted a new gold miners ETF - $AUAU - which charges a reasonable [--] basis points. Top names include $NEW $AEM $B $WPM and $AU We're holding a low-fee gold ETF for exposure and don't see the need to take on added risk by investing in the miners. Do you see this differently https://twitter.com/i/web/status/2000642083955040561 https://twitter.com/i/web/status/2000642083955040561"  
[X Link](https://x.com/nanalyzetweets/status/2000642083955040561)  2025-12-15T19:00Z [----] followers, [---] engagements


"Even dividend champion Ecolab $ECL is getting in on the AI trade. If they're just launching cooling products then it's not likely they'll be moving the needle much anytime soon"  
[X Link](https://x.com/nanalyzetweets/status/2001337114022047961)  2025-12-17T17:02Z [----] followers, [---] engagements


"Unlike NVIDIA's $NVDA "fabless" model Micron $MU is vertically integrated meaning they design and manufacture chips in-house. This means they require a lot of highly specialized semiconductor manufacturing equipment which they get from the likes of Applied Materials $AMAT and Lam Research $LRCX two key enablers of the memory chip production cycle. https://twitter.com/i/web/status/2004975620577489216 https://twitter.com/i/web/status/2004975620577489216"  
[X Link](https://x.com/nanalyzetweets/status/2004975620577489216)  2025-12-27T18:00Z [----] followers, [----] engagements


"Eos Energy $EOSE promised investors $1.7 billion in revenues last year with a 25% gross margin. Here we are closing out [----] with $63 million in revenues and a negative gross margin of 179.23% Retail investors need to start holding these management teams accountable for their inability to execute. Institutions wouldn't put up with this BS and they knew that which is why they went the SPAC route and peddled their shoddy wares on people who didn't know any better. What's even worse is that we'll probably get response from people trying to make excuses for this mess of a company. Start holding"  
[X Link](https://x.com/nanalyzetweets/status/2005368209411563642)  2025-12-28T20:00Z [----] followers, [----] engagements


"Eos Energy Enterprises $EOSE claims to have built the first commercially available battery that does not have a lithium-ion chemistry. But for a company that began shipping systems in [----] they havent made much progress. The most important thing this company needs to accomplish is a sustained meaningful positive gross margin. It's been three years since we last looked at them and they still haven't been able to achieve that yet. What exactly is the problem here Success is "just around the corner" still How long will $EOSE investors have to keep subsidizing their customers"  
[X Link](https://x.com/nanalyzetweets/status/2005730616369656300)  2025-12-29T20:00Z [----] followers, [----] engagements


"Luminar once the largest pure-play LiDAR company by market cap is going bankrupt. We've consistently called the stock an "avoid" calling out their negative gross margins and the total incompetence of missing their SPAC deck revenue estimates by 90%. $LAZRQ $HSAI $OUST"  
[X Link](https://x.com/nanalyzetweets/status/2009716900876505149)  2026-01-09T20:00Z [----] followers, [----] engagements


"Bloomberg posing a threat to the $MSCI custom index franchise. The advantage $MSCI has always had is their data and research teams. Maybe that's changing"  
[X Link](https://x.com/nanalyzetweets/status/2012631531764740134)  2026-01-17T21:02Z [----] followers, [---] engagements


"Putting politics aside as we always do the five Truth Social-branded ETFs launched by Trump Media's fintech arm - $TSSD $TSNF $TSIC $TSES and $TSRS - charge about the average expense ratio for actively managed ETFs - [--] basis points. However odds are they will underperform the broader market over time. If you want to invest in the United States try Fidelity's $FZROX instead and pay zero fees. https://twitter.com/i/web/status/2013688037784309949 https://twitter.com/i/web/status/2013688037784309949"  
[X Link](https://x.com/nanalyzetweets/status/2013688037784309949)  2026-01-20T19:00Z [----] followers, [---] engagements


"GitLab $GTLB expects nearly $1 billion in revenues for the coming fiscal year which represents 25% growth. Still we're quite concerned about all the coding agent growth happening around them. Will all the data stored on their platform give them a competitive advantage"  
[X Link](https://x.com/nanalyzetweets/status/2013718228069933475)  2026-01-20T21:00Z [----] followers, [----] engagements


"Mobileye $MBLY just released their Q4-2025 earnings report briefly sending shares down as much as -7% before recovering. Revenue for the full year was $1.894 billion up 15% from a low base after a year of negative growth in [----]. Annual revenue has still not recovered from its [----] peak before excess inventory issues and declining auto sales sent the company into a slump. Revenue guidance for [----] points to 0-5% growth not inspiring much confidence from investors. https://twitter.com/i/web/status/2014383076659397111 https://twitter.com/i/web/status/2014383076659397111"  
[X Link](https://x.com/nanalyzetweets/status/2014383076659397111)  2026-01-22T17:02Z [----] followers, [----] engagements


"Grail $GRAL offers a multi-cancer screening test that they're selling via a loophole because it's not FDA approved. They were up over 400% last year. Given they're racing Guardant $GH for FDA approval it may be worth a closer look at how these two companies stack up"  
[X Link](https://x.com/nanalyzetweets/status/2014775201163014649)  2026-01-23T19:00Z [----] followers, [----] engagements


"Whatever happened to all that growth we were promised by Ginkgo Bioworks $DNA Anyone recall when two founders brought down over $700 million in comp for a single year Their entire market cap is less than that now"  
[X Link](https://x.com/nanalyzetweets/status/2015107394435461512)  2026-01-24T17:00Z [----] followers, [----] engagements


"Harvey was founded in [----] to provide LLMs to elite law firms and they already have a $100 million run rate. Thomson Reuters $TRI owns the dominant legal research database Westlaw. Why aren't they doing the same thing"  
[X Link](https://x.com/nanalyzetweets/status/2015862381859975401)  2026-01-26T19:00Z [----] followers, [----] engagements


"If the quantum computing thing doesn't work out there's always the interior lighting pivot. The global chandelier market valued at approximately USD [----] billion in [----] is projected to reach USD [----] billion by [----]. Maybe this is how $RGTI can finally realize some revenue growth. https://twitter.com/i/web/status/2016195025864987004 https://twitter.com/i/web/status/2016195025864987004"  
[X Link](https://x.com/nanalyzetweets/status/2016195025864987004)  2026-01-27T17:02Z [----] followers, [----] engagements


"Grok says you're all most worried about these five stocks getting cremated by AI: 1) Salesforce $CRM - AI agents can replace seat-based subscriptions 2) Adobe $ADBE - AI tools threaten creative software suites these tools arent needed anymore 3) Intuit $INTU - AI can automate menial tasks - accounting tax prep and financial reporting 4) ServiceNow $NOW - IT service management could be handled by autonomous AI agents 5) DocuSign $DOCU - E-signature and contract management are simple to replicate with AI Which name is at the most risk https://twitter.com/i/web/status/2016209690187767863"  
[X Link](https://x.com/nanalyzetweets/status/2016209690187767863)  2026-01-27T18:00Z [----] followers, [----] engagements


"Quantum computing stocks are going to crash hard and here's why. Overvalued SPACs like $IONQ $RGTI and $QBTS will either see fundamentals improve or valuations will revert to the mean. All these firms have failed to even come close to their SPAC deck forecasts. $IONQ has growth but now they're acquiring non-quantum companies in a desperate attempt to keep the growth party going. The synergies are not apparent. $RGTI has no revenue growth. You cannot be disrupting if you have no revenue growth. $QBTS showed a glimmer of growth hope in a single quarter but it's back to normal and their"  
[X Link](https://x.com/nanalyzetweets/status/2016222392675398139)  2026-01-27T18:50Z [----] followers, [----] engagements


"Last fall everyone became excited when ServiceNow $NOW raised subscription guidance (basically 97% of revenues) in part because of all the growth they're seeing with "AI." Then you realize the guidance raise was just [--] basis points at midpoint. AI needs to - at least - stop their growth from decelerating. In an ideal world it's the impetus for acceleration in the not-so-distant future. https://twitter.com/i/web/status/2016240321814806746 https://twitter.com/i/web/status/2016240321814806746"  
[X Link](https://x.com/nanalyzetweets/status/2016240321814806746)  2026-01-27T20:02Z [----] followers, [----] engagements


"Salesforce $CRM doesn't provide net retention rate so we can't see how much "agentic revenue" they're upselling existing customers. If we just look at overall revenue growth it's lackluster. They talk about over [-----] Agentforce deals over half paid. Well yeah we would certainly hope you're charging money for the stuff. How long until the Agentforce growth starts to become apparent in top line growth for $CRM https://twitter.com/i/web/status/2016254956475429359 https://twitter.com/i/web/status/2016254956475429359"  
[X Link](https://x.com/nanalyzetweets/status/2016254956475429359)  2026-01-27T21:00Z [----] followers, [---] engagements


"Maybe after the Anthropic dust settles Zoom $ZM should think about becoming a "treasury company" Seems like what they're holding is a lot more exciting than what they're doing"  
[X Link](https://x.com/nanalyzetweets/status/2016285620172149045)  2026-01-27T23:02Z [----] followers, [---] engagements


"IonQ $IONQ is planning to acquire military chipmaker SkyWater Technology $SKYT. This represents yet another seemingly unrelated acquisition by IonQ as they follow the "typical SPAC playbook." This involves raising a bunch of money from retail investors by making grandiose promises of future growth failing to deliver on that growth then acquiring a bunch of companies with the proceeds from their SPAC debut and subsequent capital raises. IonQ is supposed to be the largest pure-play quantum computing company yet they've now acquired a satellite company and a semiconductor fabrication company to"  
[X Link](https://x.com/nanalyzetweets/status/2016541895833403800)  2026-01-28T16:00Z [----] followers, [---] engagements


"If 99% of enterprise AI is slop then why does ServiceNow $NOW expect to see a $1 billion run rate for their agentic offering this year Maybe they ought to have a conversation with this fellow and hash it all out in the public eye"  
[X Link](https://x.com/nanalyzetweets/status/2016587165631746256)  2026-01-28T19:00Z [----] followers, [---] engagements


"Last spring DocuSign $DOCU talked about how they're ushering in "a new era of AI contract agents to transform business." Sounds good on paper but the fundamentals tell us otherwise. Once the Rona was over DocuSign's ability to upsell existing customers fell through the floor. Could this be pressure from Adobe $ADBE You cannot be upselling existing customers with a net retention rate that doesn't even exceed inflation. https://twitter.com/i/web/status/2016979722706497759 https://twitter.com/i/web/status/2016979722706497759"  
[X Link](https://x.com/nanalyzetweets/status/2016979722706497759)  2026-01-29T21:00Z [----] followers, [---] engagements


"DocuSign $DOCU missed a huge legaltech opportunity which Harvey gladly consumed. Per Contrary Research: "Harvey AI built the first custom-trained case law models in collaboration with OpenAI. Harvey uses between [--] and 1.5K model calls per query decomposing legal tasks into structured subtasks including retrieval citation grounding and jurisdiction-specific reasoning. This ensures complete context starting with case law from Delaware and then expanding to include all of US case law. Lawyers preferred Harveys outputs to those of GPT-4 97% of the time in surveys with major law firms.""  
[X Link](https://x.com/nanalyzetweets/status/2017010379973341200)  2026-01-29T23:02Z [----] followers, [---] engagements


"What must the Eswatini Central Bank be like to work at"  
[X Link](https://x.com/nanalyzetweets/status/2017327474921631927)  2026-01-30T20:02Z [----] followers, [---] engagements


"We evaluate the durability of any SaaS firm using the five dimensions seen below. For example we've filled this out for DocuSign $DOCU 1)AI Moat - DocuSign isnt doing much with AI or anything else really 2)Seat vs outcome pricing - Mostly seat-based but with usage overlays (70-90%) 3) System of record depth - Shallow even if they're storing the contracts and have rights to use them for a proprietary LLM. Westlaw is an example of a big proprietary legal data set that can be used to build AI tools. 4) Human-in-loop intensity - Humans clicking buttons mainly 5) Workflow commoditization - Seems"  
[X Link](https://x.com/nanalyzetweets/status/2017342120806191470)  2026-01-30T21:00Z [----] followers, [---] engagements


"This is what so many newbie investors get wrong - the difference between passive and active investing. Here Grok correctly points out the recent PASSIVE investment Vanguard made into $ASTS - emphasis on the last sentence. Good job @grok @Lui_Y0 @DoctorKillinger A Schedule 13G is an SEC filing for passive investors owning 5%+ of a company's shares. Vanguard's filing shows they hold 7.68% of AST SpaceMobile ($ASTS) as of Dec [--] [----] with 21.5M shares under shared voting/dispositive power. This reflects institutional investment without @Lui_Y0 @DoctorKillinger A Schedule 13G is an SEC filing for"  
[X Link](https://x.com/nanalyzetweets/status/2017396370999501230)  2026-01-31T00:35Z [----] followers, [---] engagements


"Salesforce $CRM has said that "from 30% to 50% of workload" is now handled by AI. So we should see margins soaring. And they are but is this merely because of all the activist investors they've managed to attract"  
[X Link](https://x.com/nanalyzetweets/status/2017704482486763709)  2026-01-31T21:00Z [----] followers, [---] engagements


"Everyone loves to dabble in stocks - we do too with our two strategies - but it's also important to have "safer" investments as well. Fidelity ZERO funds are the best deal going. That's because a low expense ratio is the biggest predictor of a fund's outperformance relative to its peers. Paying no fees at all is the best option going. https://twitter.com/i/web/status/2018006479286960467 https://twitter.com/i/web/status/2018006479286960467"  
[X Link](https://x.com/nanalyzetweets/status/2018006479286960467)  2026-02-01T17:00Z [----] followers, [----] engagements


""The expense ratio is the most proven predictor of future fund returns. We find that it is a dependable predictor when we run the data. That's also what academics fund companies and of course Jack Bogle find when they run the data." - Spitting truth over @Morningstar"  
[X Link](https://x.com/nanalyzetweets/status/2018066867525390336)  2026-02-01T21:00Z [----] followers, [---] engagements


"$ASML just reported full-year revenue of [----] billion EUR roughly $39 billion USD. This marks a record year for the company with revenue up 16% year-over-year. Guidance was strong too with [----] revenue expected to grow 12% at the midpoint. Shares are hitting new highs as a result. Overvalued or fairly valued https://twitter.com/i/web/status/2018082447699702095 https://twitter.com/i/web/status/2018082447699702095"  
[X Link](https://x.com/nanalyzetweets/status/2018082447699702095)  2026-02-01T22:02Z [----] followers, [---] engagements


"Just playing devil's advocate here. What's keeping a company like $DOW from just labeling their planned round of layoffs as "using AI to boost productivity" as opposed to actually using Ai to improve productivity The only way we'll really know is if it gets reflected in increased operating/gross margins right Even then. https://twitter.com/i/web/status/2018097076937039884 https://twitter.com/i/web/status/2018097076937039884"  
[X Link](https://x.com/nanalyzetweets/status/2018097076937039884)  2026-02-01T23:00Z [----] followers, [---] engagements


"The iShares Expanded Tech-Software Sector ETF $IGV is on pace for its steepest monthly drop since October [----]. This an index composed of North American equities in the software industry - around [---] names. At the top of the list you have $MSFT which has been getting slapped around harder than a piata at a divorce party. That's because questions are being raised around the timing and payoff of all their AI spending. Then there's $ORCL whose credit default swaps are the canary in the coal mine for the death of the AI trade. They've been hitting new highs (high = bad). The there's $PLTR which"  
[X Link](https://x.com/nanalyzetweets/status/2018339145588806103)  2026-02-02T15:02Z [----] followers, [---] engagements


"Sandisk $SNDK is up 1543% in the past year yet revenue growth is only recently ticking up. Is this their $NVDA moment We'll explore this topic in a coming piece"  
[X Link](https://x.com/nanalyzetweets/status/2018353810846961752)  2026-02-02T16:00Z [----] followers, [---] engagements


"Great job @CharlesSchwab $SCHW They've been raising concerns to the SEC for years about fraud associated with small foreign firms. Proactively working to reduce the number of pitfalls for retail investors is a great thing Maybe $HOOD can take notes"  
[X Link](https://x.com/nanalyzetweets/status/2018399544615018880)  2026-02-02T19:02Z [----] followers, [----] engagements


"Chart by a16z showing that a lot of clients are trialing agentic offerings from $CRM and $NOW. As for $MSFT. Sure everyone has adopted Copilot because they basically have no choice but is anyone actually using it to create value"  
[X Link](https://x.com/nanalyzetweets/status/2018414191724331452)  2026-02-02T20:00Z [----] followers, [----] engagements


"Investing in AI boils down to a few key categories: Semiconductor Designers: The likes of NVIDIA $NVDA and AMD $AMD who design advanced chips that help computers crunch numbers to answer your LLM prompts. Semiconductor Foundries: Where the chips are made with TSMC $TSM leading the pack and Intel $INTC and Samsung $005930 KS following behind. Semiconductor Equipment: The advanced devices used to actually make the chips with ASML $ASML Applied Materials $AMAT Lam Research $LRCX KLA $KLAC and Tokyo Electron $8035 T covering nearly the entire market. Networking Hardware: The bits and bobs that"  
[X Link](https://x.com/nanalyzetweets/status/2018716191297048891)  2026-02-03T16:00Z [----] followers, [----] engagements


""Exchanges such as Nasdaq are not properly policing existing listing standards and have overly lenient rules that allow fraudulent firms to stay listed for much too long allowing the fraud to snowball." - Charles Schwab $SCHW Do not dabble in micro/nano stocks Only invest in firms that have revenues and positive gross margins https://twitter.com/i/web/status/2018761463444197680 https://twitter.com/i/web/status/2018761463444197680"  
[X Link](https://x.com/nanalyzetweets/status/2018761463444197680)  2026-02-03T19:00Z [----] followers, [---] engagements


""At its current deployment pace Tesla $TSLA will surpass Waymos latest reported fleet of [----] vehicles in roughly three months supported by a cost structure that could make Teslas Cybercab 50% less expensive per mile than Waymos sixth-generation robotaxi." - ARK Invest"  
[X Link](https://x.com/nanalyzetweets/status/2018776567447445544)  2026-02-03T20:00Z [----] followers, [---] engagements


"The prevalence of pump-and-dumps in nano/micro caps goes through the roof and foreign listings are even more susceptible. Set a market cap threshold and do not exceed it. Our is $1 billion. We don't invest in companies with a market cap less than that. Institutional investors have market cap cutoffs. You should as well. https://twitter.com/i/web/status/2018792126297886878 https://twitter.com/i/web/status/2018792126297886878"  
[X Link](https://x.com/nanalyzetweets/status/2018792126297886878)  2026-02-03T21:02Z [----] followers, [---] engagements


"@DudeWhoInvests There is market risk and company-specific risk. $NVO is down because of earnings miss and weak guidance more so than just market risk"  
[X Link](https://x.com/nanalyzetweets/status/2018805918272831859)  2026-02-03T21:56Z [----] followers, [---] engagements


"All the robotaxi technology platforms that we ought to be watching according to ARK Invest $TSLA $BIDU $GOOG $WRD $PONY $DIDIY"  
[X Link](https://x.com/nanalyzetweets/status/2018806752095932444)  2026-02-03T22:00Z [----] followers, [---] engagements


"Oracle $ORCL doesn't have the strong operating cash flows that other large tech companies do so they need to take on debt and dilute existing shareholders in order to invest in AI. That puts a lot more pressure on them to show their investors an ROI in a reasonable amount of time. https://twitter.com/i/web/status/2019093690233295051 https://twitter.com/i/web/status/2019093690233295051"  
[X Link](https://x.com/nanalyzetweets/status/2019093690233295051)  2026-02-04T17:00Z [----] followers, [---] engagements


"Legal tech SaaS firm Intapp $INTA was down -25% this morning after their Fiscal Q2-2026 earnings report. The company actually raised their annual revenue guidance nominally and now expect roughly 13.5% growth in [----]. This is a minor deceleration from the 17% they saw in [----]. Despite the slowdown in growth the company's net retention rate sits at a solid 119% unchanged from the previous quarter implying they're still able to upsell their current customers. The real issue here is likely the continued anti-software narrative. Investors are punishing software companies much more severely at any"  
[X Link](https://x.com/nanalyzetweets/status/2019109220914786461)  2026-02-04T18:02Z [----] followers, [---] engagements


"Pretty sure the 95% of all professional active money managers who can't beat a benchmark for a living were using their brains. It's not a matter of using your brain more. You will not be successful in predicting where the market goes which is precisely why you use DCA for assets you are accumulating. https://twitter.com/i/web/status/2019131824044175573 https://twitter.com/i/web/status/2019131824044175573"  
[X Link](https://x.com/nanalyzetweets/status/2019131824044175573)  2026-02-04T19:31Z [----] followers, [---] engagements


"What does nuclear ( $OKLO ) have to do with quantum computing ( $IONQ $QBTS $RGTI $QUBT $CCCX ) AI ( $SOUN $PLTR ) and space ( $RKLB $ASTS ) Not much so why are all these stocks dropping precipitously when $QQQ is only down 2.22% on the day It's because all of these names - except $NTRA - have been pumped incessantly by cheerleaders for so long. Fundamentals matter. So does valuation. They always have. This time is not different. https://twitter.com/i/web/status/2019138960153280601 https://twitter.com/i/web/status/2019138960153280601"  
[X Link](https://x.com/nanalyzetweets/status/2019138960153280601)  2026-02-04T20:00Z [----] followers, [----] engagements


"Bloomberg talks about how bitcoin $BTC is down 40% from its previous highs. Volatility goes both ways. Alarge part of the bitcoin appeal is that it's not correlated to equities. This decline is not a bad thing at all. For all the folks out there who were asking "should I get into bitcoin" when it was cresting all-time highs then this would probably be a good time to start dollar cost averaging into a position. https://twitter.com/i/web/status/2019154515899941220 https://twitter.com/i/web/status/2019154515899941220"  
[X Link](https://x.com/nanalyzetweets/status/2019154515899941220)  2026-02-04T21:02Z [----] followers, [---] engagements


"Here's one big problem with fintwits. On days like this they behave like fintwats. Since the vast majority have never actually seen volatility on the downside they comment about it furiously as if it were anything but business as usual for volatile momentum stocks many of which have been pumped incessantly by the very same characters. This makes Joe Retail panic. The panic then exacerbates the situation and creates more volatility. In order to reduce volatility in your portfolio stop looking at it so often"  
[X Link](https://x.com/nanalyzetweets/status/2019169141651841121)  2026-02-04T22:00Z [----] followers, [---] engagements


"@DanW2Capital "Monster returns" are only realized when they move from paper gains to realized gains"  
[X Link](https://x.com/nanalyzetweets/status/2019409609912439061)  2026-02-05T13:55Z [----] followers, [--] engagements


"The best ETF is almost always the one with the lowest expense ratio. For Americans who want to invest in Canada that's going to be the Franklin FTSE Canada ETF $FLCA"  
[X Link](https://x.com/nanalyzetweets/status/2019426308158046653)  2026-02-05T15:02Z [----] followers, [---] engagements


"@virtualbacon Because there is no way to measure intrinsic value we need to use astrology for men to get the answer. Here's a chart with a line drawn on it"  
[X Link](https://x.com/nanalyzetweets/status/2019468132193103943)  2026-02-05T17:48Z [----] followers, [----] engagements


"More ads won't save Adobe $ADBE if people who were spending money on their products no longer need them. And how many new potential customers can there possibly be Seems like everyone who might need to use $ADBE products is doing so already"  
[X Link](https://x.com/nanalyzetweets/status/2019501807316119756)  2026-02-05T20:02Z [----] followers, [---] engagements


"Ice is cold the sun is hot and people will lose money gambling on "prediction markets." No controversial findings here"  
[X Link](https://x.com/nanalyzetweets/status/2019516440655630538)  2026-02-05T21:00Z [----] followers, [---] engagements


"Will the public eventually just migrate to whatever LLM is free or charging the least They all will likely accomplish the same thing when it comes to the needs of Joe Consumer. Enterprise LLMs are a different conversation entirely"  
[X Link](https://x.com/nanalyzetweets/status/2019788703279812643)  2026-02-06T15:02Z [----] followers, [---] engagements


"It's a shame X doesn't vet some of the irresponsible "advice" being doled out by people with no relevant industry or academic experience who are basically just chasing clout. Research overwhelmingly indicates that individuals should utilize 401(k)s and IRAs as key components of retirement planning primarily due to their tax advantages potential for employer contributions and demonstrated ability to boost overall savings rates. For example participants in 401(k)s tend to accumulate 29% more in retirement funds than non-participants highlighting the accounts' role in building wealth. As for"  
[X Link](https://x.com/nanalyzetweets/status/2019815583320273333)  2026-02-06T16:48Z [----] followers, [---] engagements


""Maxing out a 401k IRA Mega backdoor Roth IRA etc. will DELAY your financial independence and retirement by decades." Nicholas Bratto 2/6/2025 You stated something blatantly false in an attempt to chase clout and were called out on it. Don't do it again because you are damaging people's futures"  
[X Link](https://x.com/nanalyzetweets/status/2019819925721014768)  2026-02-06T17:06Z [----] followers, [--] engagements


"@frogger_rebel Research overwhelming points to tax-advantaged retirement accounts as being a great choice. When someone says that using them will delay your retirement by decades they are lying"  
[X Link](https://x.com/nanalyzetweets/status/2019820137243906206)  2026-02-06T17:07Z [----] followers, [--] engagements


"We get a lot of "should I be holding bitcoin $BTC" questions when it's hitting new highs none when it's hitting major drawdowns. If you were thinking about holding $BTC now would be the time to start doing some dollar-cost averaging"  
[X Link](https://x.com/nanalyzetweets/status/2020558775271272887)  2026-02-08T18:02Z [----] followers, [---] engagements


"Is anyone really surprised that $GOOG has humans in the loop for their driverless taxis"  
[X Link](https://x.com/nanalyzetweets/status/2020573404378669064)  2026-02-08T19:00Z [----] followers, [---] engagements


"$BTS volatility needs to decline if it's expected to be a widely-used alternative asset class. Lately that has not been happening"  
[X Link](https://x.com/nanalyzetweets/status/2020920732868325602)  2026-02-09T18:00Z [----] followers, [---] engagements


"How long until all construction equipment produced by the like of $CAT operates under nearly full autonomy with some humans in the loop located in Manila or Mumbai"  
[X Link](https://x.com/nanalyzetweets/status/2020951367796326650)  2026-02-09T20:02Z [----] followers, [---] engagements


"@Alex70848763197 Morningstar believes $IBM is the furthest ahead right now"  
[X Link](https://x.com/nanalyzetweets/status/2021271448019411059)  2026-02-10T17:14Z [----] followers, [--] engagements


"Xometry $XMTR has absolutely spanked Protolabs $PRLB when it comes to growth. Black bars represent guidance for this year. You can probably guess which is which"  
[X Link](https://x.com/nanalyzetweets/status/1998090277496443230)  2025-12-08T18:00Z [----] followers, [---] engagements


"Until Ballard Power $BLDP can start to realize positive gross margins over a sustained period of time they're simply subsidizing whatever products or services they're selling. Nothing to see here"  
[X Link](https://x.com/nanalyzetweets/status/2003118433643188259)  2025-12-22T15:00Z [----] followers, [---] engagements


"Is the next hot AI stock a company called Motive $MTVE This Google $GOOG backed firm just announced plans to IPO and of course they're (wait for it. wait for it.) "doing AI." But what they're really doing is trying to compete with Samsara $IOT. Is there enough opportunity to go around What are first three things we look at when analyzing an IPO What's up with that red flag👇👇👇 https://twitter.com/i/web/status/2011469986284675137 https://twitter.com/i/web/status/2011469986284675137"  
[X Link](https://x.com/nanalyzetweets/status/2011469986284675137)  2026-01-14T16:06Z [----] followers, [----] engagements


"First Japan now Korea. It's really kicking off over there in "Asia" Kicking ass on the Kosdaq and taking K-pop names Time to cover Korea as an investment thesis"  
[X Link](https://x.com/nanalyzetweets/status/2016919785036984815)  2026-01-29T17:02Z [----] followers, [---] engagements


"These [--] SaaS stocks are most likely to get cremated by AI: 1) Salesforce $CRM - AI agents can replace seat-based subscriptions 2) Adobe $ADBE - AI tools threaten creative software suites these tools arent needed anymore 3) Intuit $INTU - AI can automate menial tasks - accounting tax prep and financial reporting 4) ServiceNow $NOW - IT service management could be handled by autonomous AI agents 5) DocuSign $DOCU - E-signature and contract management are simple to replicate with AI So let's take a closer look at the risks and opportunities for each👇"  
[X Link](https://x.com/nanalyzetweets/status/2017720614946279566)  2026-01-31T22:04Z [----] followers, 17.8K engagements


"Joe here the founder of Nanalyze. My favorite place in the world is the city I call home Hong Kong. I produced this video for everyone interested in Hong Kong as in investment theme a possible "back door" to investing in China. Lots of popular stocks like $BABA $BIDU and $JD trade on the HKEX. Are they "safer" than the U.S. lifted ADRs We'll also look at a big issue for MPF investment schemes that most Hong Kongers are offered. To all the beautiful people of Hong Kong and her expat population I did this video for you👇 https://twitter.com/i/web/status/2018052950703149433"  
[X Link](https://x.com/nanalyzetweets/status/2018052950703149433)  2026-02-01T20:04Z [----] followers, [----] engagements


"Want invest in energy for data centers One pure play energy hardware company having an IPO this week is Forgent Solutions $FPS which develops custom solutions across the entire power stack. Everything you need to know about this new AI stock can be found here👇"  
[X Link](https://x.com/nanalyzetweets/status/2018732406979911701)  2026-02-03T17:04Z [----] followers, [----] engagements


"Great point about Tether $USDT Why does the most profitable company ever known that still hasn't been audited need to raise more money"  
[X Link](https://x.com/nanalyzetweets/status/2021268027098972545)  2026-02-10T17:00Z [----] followers, [---] engagements


"@badhabit_pl @grok what reasons has Mobileye provided for only achieving 3% growth this year"  
[X Link](https://x.com/nanalyzetweets/status/2021330861115965869)  2026-02-10T21:10Z [----] followers, [--] engagements


"Probably the most impressive pharma story ever told would be the evolution of United Therapeutics $UTHR The founder of SiriusXM left to develop a cure for a serious disease that threatened the life of her daughter. Decades later the result is a $20 billion pharmaceutical company that focuses on doing good. Fun side note - she said more people hug her for bringing them Sirius radio than they do for the life saving treatments she develops. Humans gonna human. Our main interest lies in the progress $UTHR is making towards realizing scalable xenotransplantation. That's where we take pigs that"  
[X Link](https://x.com/nanalyzetweets/status/2018384047442182186)  2026-02-02T18:00Z [----] followers, [---] engagements


"Hyperscalers are literally spending trillions on AI through [----] Wonder how long until $META $GOOG $AMZN $MSFT shareholders start to see a positive ROI on these investments (H/T Contrary Research)"  
[X Link](https://x.com/nanalyzetweets/status/2022053186018726073)  2026-02-12T21:00Z [----] followers, [---] engagements


"Grok's top pure-play picks for electric grid infrastructure stocks (transmission substations cables components & construction): $PWR Quanta Services $HUBB Hubbell $MTZ MasTec $MYRG MYR Group $NVT nVent Electric $PRYMY Prysmian (ADR) Grid modernization boom ahead #Electrification #Investing https://twitter.com/i/web/status/2004945425116106848 https://twitter.com/i/web/status/2004945425116106848"  
[X Link](https://x.com/nanalyzetweets/status/2004945425116106848)  2025-12-27T16:00Z [----] followers, [---] engagements


"Samsara $IOT is a red hot SaaS stock that's engaged in heavy litigation with a competitor Motive that just filed for an IPO. $IOT = Connected Operations Platform $MTVE = Integrated Operations Platform"  
[X Link](https://x.com/nanalyzetweets/status/2008252687616225726)  2026-01-05T19:02Z [----] followers, [----] engagements


"These days every company is "building AI." Samsara $IOT competitor Motive announced plans to IPO under the ticker Sure they use AI but who doesn't What they really do is provide an integrated operations platform same as $IOT that generates loads of data that can be used to create operational efficiencies. Seems like $IOT has the data advantage here.👇 https://twitter.com/i/web/status/2008615074626154533 https://twitter.com/i/web/status/2008615074626154533"  
[X Link](https://x.com/nanalyzetweets/status/2008615074626154533)  2026-01-06T19:02Z [----] followers, [----] engagements


"JPMorgan $JPM Citigroup $C and Barclays $BCS are all likely to take a hit with President Trump's proposal that credit-card companies shouldn't charge more than 10%. This is really not a good idea because there's a good reason that such high rates exist. They compensate for the added risks of funding high-risk borrowers https://twitter.com/i/web/status/2011906281892667762 https://twitter.com/i/web/status/2011906281892667762"  
[X Link](https://x.com/nanalyzetweets/status/2011906281892667762)  2026-01-15T21:00Z [----] followers, [---] engagements


"We were just told by industry experts that data cooling stocks like Vertiv $VRT and nVent $NVT would be benefiting hugely from AI data center growth. Oh how quickly the AI tides can change"  
[X Link](https://x.com/nanalyzetweets/status/2012525384865092041)  2026-01-17T14:00Z [----] followers, [----] engagements


"AI drug discovery companies like $RXRX and $ABCL haven't quite turned into the drug discovery factories we had hoped for. What do $NVDA and $LLY need to do differently for this to finally work"  
[X Link](https://x.com/nanalyzetweets/status/2015892573668147470)  2026-01-26T21:00Z [----] followers, [----] engagements


"Morningstar says that of all the quantum computing deals that happened over the past five years $IBM was behind nearly half of them. $IONQ makes the list at 2.2% but we need to start distinguishing between actual quantum revenues and non-quantum acquisitions they keep making"  
[X Link](https://x.com/nanalyzetweets/status/2019803432333259253)  2026-02-06T16:00Z [----] followers, [----] engagements


"@hm_erly Way way way too small. We do more revenues than they do. Wouldn't touch with a ten foot pole"  
[X Link](https://x.com/nanalyzetweets/status/2021951288947487183)  2026-02-12T14:15Z [----] followers, [--] engagements


"@AliquidAmari @grok Please tell us what revenue growth Cognex just reported for [----]. Was it double-digit growth Also what guidance did they give for 2026"  
[X Link](https://x.com/nanalyzetweets/status/2021966571460243825)  2026-02-12T15:16Z [----] followers, [--] engagements


"Covered calls are NOT easy money despite all the 25-year-old life coaches saying it's "FREE MONEY" With the prevalence of covered call ETFs like $JEPI and $QYLD everyone is starting to think that high yields can be conjured up out of thin air. Listen carefully. There is no such thing as a free lunch Here are five reasons why your covered call strategy will underperform the market given enough time👇 https://twitter.com/i/web/status/2019831652021870902 https://twitter.com/i/web/status/2019831652021870902"  
[X Link](https://x.com/nanalyzetweets/status/2019831652021870902)  2026-02-06T17:52Z [----] followers, [---] engagements


"Algorhythm Holdings $RIME pivoted from importing Chinese in-car karaoke equipment to - wait for it - AI. They have a market cap of $7 million and suddenly they're being perceived as a threat to mature entrenched transportation companies such as $CHRW. There is a reason institutions don't mess around with stuff this small. In times of rip-roaring AI hype set a market cap cutoff and stick to it It's a surefire way to avoid getting burned. https://twitter.com/i/web/status/2022370752301785557 https://twitter.com/i/web/status/2022370752301785557"  
[X Link](https://x.com/nanalyzetweets/status/2022370752301785557)  2026-02-13T18:02Z [----] followers, [---] engagements


"Datadog $DDOG has extended their observability platform across the entire organization and all that data exhaust they're capturing provides a competitive advantage when fed to AI algorithms - especially agents - that can start taking action without human intervention. It's self-healing for organizations. https://twitter.com/i/web/status/2022400502147792973 https://twitter.com/i/web/status/2022400502147792973"  
[X Link](https://x.com/nanalyzetweets/status/2022400502147792973)  2026-02-13T20:00Z [----] followers, [---] engagements


"Golden Slacks thinks that fuel cells can help solve the AI energy crisis. That may be the case but three of the largest fuel cell companies out there have a big problem in common - $PLUG $FCEL and $BLDP. You cannot have negative gross margins for years and expect us to believe you're on the cusp of turning things around. When you have four quarters of consistent gross margins in the double digits let us know. https://twitter.com/i/web/status/1998860809330376833 https://twitter.com/i/web/status/1998860809330376833"  
[X Link](https://x.com/nanalyzetweets/status/1998860809330376833)  2025-12-10T21:02Z [----] followers, [----] engagements


"High-flyer Credo Technology Group $CRDO looks promising based on strong revenue growth but our astute audience pointed to their being based out of the Cayman Islands as a real concern. Grok says it's nothing to be concerned about but we're not convinced. Any subject matter experts out there who can shine a light on this https://twitter.com/i/web/status/2006742359111831587 https://twitter.com/i/web/status/2006742359111831587"  
[X Link](https://x.com/nanalyzetweets/status/2006742359111831587)  2026-01-01T15:00Z [----] followers, [----] engagements


"GitLab $GTLB saw shares spike over 12% yesterday before close on no obvious news. Speculation among the community includes a possible buyout by the likes of Anthropic (least likely) Google $GOOGL or Datadog $DDOG (most likely.) Barrons the popular financial news source also posted a list of "buyout candidates" for [----] yesterday and GitLab made the list. This is not the first whispering of GitLab exploring a sale. Since we don't speculate on M&A activity we're tuning out the noise as always. https://twitter.com/i/web/status/2014745027478487232"  
[X Link](https://x.com/nanalyzetweets/status/2014745027478487232)  2026-01-23T17:00Z [----] followers, [----] engagements


"Ever since Illumina $ILMN tried to acquire GRAIL $GRAL in [----] things have gone downhill. Any guesses to what growth $ILMN will guide to in the coming year"  
[X Link](https://x.com/nanalyzetweets/status/2016602264236855725)  2026-01-28T20:00Z [----] followers, [----] engagements


"Ways to invest in each of the five biological layers - from ARK Invest. DNA $ILMN $CRSP Epigenome $TXG $IPN RNA $TEM $IONS Protein $QSI $NRIX Metabolites $MASS $RARE"  
[X Link](https://x.com/nanalyzetweets/status/2016617815394897951)  2026-01-28T21:02Z [----] followers, [----] engagements


"ARK Invest predicts that by [----] the cost to sequence a whole human genome could drop from $100 to $10. The cheaper it is to do sequencing the more consumables ought to used the more companies like Illumina should benefit. So why can't $ILMN grow revenues"  
[X Link](https://x.com/nanalyzetweets/status/2016994807546093899)  2026-01-29T22:00Z [----] followers, [---] engagements


"Avoid Asian microcaps like the plague. All of these names were below our market cap cutoff. All were subject to apparent stock price manipulation and most suspended. $QMMM $SDM $MCTA $CUPR $EMPG $PC These are just some examples. There are many more"  
[X Link](https://x.com/nanalyzetweets/status/2018368900652577242)  2026-02-02T17:00Z [----] followers, [----] engagements


"Crazy to think that without these gigantic $ASML machines there would be no AI boom. Also surprising to see $ASML expecting just 12% revenue growth this year. Seems like it should be higher"  
[X Link](https://x.com/nanalyzetweets/status/2018444846684414142)  2026-02-02T22:02Z [----] followers, [----] engagements


"@BoujeeFinances "Absolutely destroyed." iShares Core S&P U.S. Growth ETF $IUSG Most of today's investors don't know what pain is"  
[X Link](https://x.com/nanalyzetweets/status/2019117685465112644)  2026-02-04T18:35Z [----] followers, [----] engagements


"@UrInsideMan Thank you for the color Very helpful. Would like to think $TRI has the ultimate data advantage here"  
[X Link](https://x.com/nanalyzetweets/status/2019420621604811039)  2026-02-05T14:39Z [----] followers, [---] engagements


"Given their investments in quantum computing substantial financial resources and leadership in public cloud Morningstar expects the following companies to eventually dominate in quantum computing: $AMZN $GOOG $NVDA $MSFT and $IBM Right now they think $IBM is in the lead"  
[X Link](https://x.com/nanalyzetweets/status/2019440985458004024)  2026-02-05T16:00Z [----] followers, [---] engagements


"@gloc19x @SteveOnSpeed Premium subscribers voted for us to cover Grab $GRAB again. That means we'll start working on the video in the coming week or so. $IOT recently covered here: https://www.nanalyze.com/2025/12/trying-to-find-fault-with-samsara-stock/ https://www.nanalyze.com/2025/12/trying-to-find-fault-with-samsara-stock/"  
[X Link](https://x.com/nanalyzetweets/status/2019491571188875326)  2026-02-05T19:21Z [----] followers, [---] engagements


""The independence of research is absolutely sacrosanct. Sometimes it can be awkward for the corporations the banks that sponsor the research but that independence is absolutely as it should be. James von Moltke CFO Deutsche Bank So when you see cheerleaders on X pumping a particular stock every chance they get you need to wonder why that is. https://twitter.com/i/web/status/2019849095012110541 https://twitter.com/i/web/status/2019849095012110541"  
[X Link](https://x.com/nanalyzetweets/status/2019849095012110541)  2026-02-06T19:02Z [----] followers, [---] engagements


"Awesome job by Bloomberg showing us which underwriters backed the highest concentration of IPOs that were targeted by scams. So if you see these underwriters on an IPO you walk away. Simple"  
[X Link](https://x.com/nanalyzetweets/status/2019878835009863974)  2026-02-06T21:00Z [----] followers, [---] engagements


"IQM is a Finnish startup founded in [----] that develops superconducting quantum computers for both cloud and on-premises use. To date IQM has reportedly sold more than [--] quantum systems making it one of the most commercially successful pure-play quantum computing firms. A lot of the progress being made in quantum computing isn't very visible to retail investors. (Credit: Morningstar) https://twitter.com/i/web/status/2021252938669178940 https://twitter.com/i/web/status/2021252938669178940"  
[X Link](https://x.com/nanalyzetweets/status/2021252938669178940)  2026-02-10T16:00Z [----] followers, [---] engagements


"Air Liquide trades on the Paris stock exchange under the ticker $AI.PA If you hold shares in registered form you get a 10% dividend bonus after holding the shares for two years. There are also other "bonuses" they give long-term sharehodlers. While they're not a dividend champion this still sounds pretty compelling given they have not decreased their dividend for [--] years. If you're a foreign investor looking for some EURO exposure it's two birds with one stone. https://twitter.com/i/web/status/1998075627065192870 https://twitter.com/i/web/status/1998075627065192870"  
[X Link](https://x.com/nanalyzetweets/status/1998075627065192870)  2025-12-08T17:02Z [----] followers, [---] engagements


"Contrary Research calls these "riches in niches." Procore $PCOR targets smaller general contractors Toast $TOST targets independent restaurants Veeva $VEEV targets the largest pharma companies If you had to pick one and hold it for a decade which would it be"  
[X Link](https://x.com/nanalyzetweets/status/2002092085529162026)  2025-12-19T19:02Z [----] followers, [----] engagements


"@mvcinvesting Everyone laughed at me when I invested in $OMDA"  
[X Link](https://x.com/nanalyzetweets/status/2005352908678934594)  2025-12-28T18:59Z [----] followers, [----] engagements


"Invested in Samsara $IOT The you need to be aware of the coming IPO from Motive $MTVE. Both companies are targeting a potential $100 billion opportunity"  
[X Link](https://x.com/nanalyzetweets/status/2016907307196551377)  2026-01-29T16:12Z [----] followers, [----] engagements


"Harvey is a real threat to $TRI Harvey was founded in [----] to provide LLMs to elite law firms and they already have a $100 million run rate. Thomson Reuters $TRI owns the dominant legal research database Westlaw. Why aren't they doing the same thing https://t.co/lTExyQl4IR Harvey was founded in [----] to provide LLMs to elite law firms and they already have a $100 million run rate. Thomson Reuters $TRI owns the dominant legal research database Westlaw. Why aren't they doing the same thing https://t.co/lTExyQl4IR"  
[X Link](https://x.com/nanalyzetweets/status/2018873322734493868)  2026-02-04T02:24Z [----] followers, [---] engagements


"Synopsys $SNPS has been using AI for chip design for a decade now. What's this startup doing differently"  
[X Link](https://x.com/nanalyzetweets/status/2020211013740576813)  2026-02-07T19:00Z [----] followers, [----] engagements


"Mobileye $MBLY recently acquired humanoid robot startup Mentee Robotics but it isnt passing the sniff test. For starters Mentee Robotics was co-founded by Mobileyes CEO who still sits on the board of Mentee. Was this acquisition simply a self-serving move by Mobileyes CEO to provide liquidity to his side project Additionally this startup is still pre-revenue. Mobileyes offer of $900 million presents a steep price point for a company that still has not proven product-market fit. If Mobileye had really wanted to expand into physical AI we think there are better ways of doing so. Are there no"  
[X Link](https://x.com/nanalyzetweets/status/2020935814788587623)  2026-02-09T19:00Z [----] followers, [----] engagements


"Morningstar believes that $IBM will have a fault-tolerant quantum computer by [----]. Before [----] $GOOG and $MSFT will follow. Then some time after [----] $AMZN comes online"  
[X Link](https://x.com/nanalyzetweets/status/2020165728679121145)  2026-02-07T16:00Z [----] followers, [---] engagements


"Controversial take that $DKNG investors will hate us for. Sports betting should be made illegal again. It does nothing but destroy value in society"  
[X Link](https://x.com/nanalyzetweets/status/2020196384952000771)  2026-02-07T18:02Z [----] followers, [----] engagements


"Great chart from Morningstar showing R&D spend and free cash flows for top pharma companies. $MRK $ABBV and $GILD all have free cash flow margins over 30%. That cash that can be used to invest in future growth via R&D spending and/or acquisitions"  
[X Link](https://x.com/nanalyzetweets/status/2020528108437217551)  2026-02-08T16:00Z [----] followers, [----] engagements


"Cognex $CGNX is a computer vision pure play that just can't seem to get back to double-digit growth"  
[X Link](https://x.com/nanalyzetweets/status/2020875869883949281)  2026-02-09T15:02Z [----] followers, [----] engagements


""If we were to consider the SDK downloads as an early indication of interest in various quantum platforms we would conclude that $IBM is running away from the field." - Morningstar"  
[X Link](https://x.com/nanalyzetweets/status/2020890551608852545)  2026-02-09T16:00Z [----] followers, [---] engagements


"Mobileye $MBLY touts a rapidly expanding backlog with their 8-year future expected automotive revenue pipeline recently hitting $24.5 billion. Great but why arent these conversions happening in 2026"  
[X Link](https://x.com/nanalyzetweets/status/2021238263889936485)  2026-02-10T15:02Z [----] followers, [---] engagements


"Early cancer detection saves lives. Companies like Guardant $GH and GRAIL $GRAL are on the cusp of unlocking a potential $100 billion cancer screening opportunity. We look at which company is ahead and talk about how important it is for older people to start adopting these solutions.👇 https://twitter.com/i/web/status/2021298408133361864 https://twitter.com/i/web/status/2021298408133361864"  
[X Link](https://x.com/nanalyzetweets/status/2021298408133361864)  2026-02-10T19:01Z [----] followers, [----] engagements


"$GOOG just offered a 100-year bond. The last company to do that was Motorola in [----]. Turns out pensions and insurers love long-term debt because it matches their liabilities. Will $GOOG still be a dominant tech player in a decade"  
[X Link](https://x.com/nanalyzetweets/status/2021313309903904951)  2026-02-10T20:00Z [----] followers, [----] engagements


"The last time we checked in with Ambarella $AMBA in Summer of [----] they were a mess. However the company saw impressive revenue growth of 26% in [----] and last quarters revenues of $108 million are a new record for the company. "Edge AI revenue" now comprises the majority of their revenue these days over 70%. https://twitter.com/i/web/status/2021600657761784177 https://twitter.com/i/web/status/2021600657761784177"  
[X Link](https://x.com/nanalyzetweets/status/2021600657761784177)  2026-02-11T15:02Z [----] followers, [---] engagements


"Korean stocks are still enjoying reasonable valuations despite being the best performing global market last year. 47% of that market cap is in just two names - Samsung Electronics and SK Hynix"  
[X Link](https://x.com/nanalyzetweets/status/2021615344180207630)  2026-02-11T16:00Z [----] followers, [---] engagements


"Perhaps the best thing to come out of AI yet"  
[X Link](https://x.com/nanalyzetweets/status/2021630429514592362)  2026-02-11T17:00Z [----] followers, [---] engagements


"If Musk goes mental building AI datacenters in space which companies will benefit from that boom For example he'll need a lot of space-hardened solar panels but not much in the way of batteries. Will he look to employ first principles thinking and just build all the bits from the ground up"  
[X Link](https://x.com/nanalyzetweets/status/2021645952591774167)  2026-02-11T18:02Z [----] followers, [---] engagements


"$TSMC is the $NVDA of foundries with 71% market share and growing. (H/T Contrary Research)"  
[X Link](https://x.com/nanalyzetweets/status/2021660621209571777)  2026-02-11T19:00Z [----] followers, [---] engagements


"Calling some pre-revenue nano cap shite-co "high risk narrative driven optionality" doesn't make it any less shite. Lipstick on a pig. Set a market cap cutoff and adhere to it. Never invest in companies unless they have meaningful revenues - $10 million per annum or more"  
[X Link](https://x.com/nanalyzetweets/status/2021978149769134462)  2026-02-12T16:02Z [----] followers, [---] engagements


"Degens "trading $BTC" instead of working"  
[X Link](https://x.com/nanalyzetweets/status/2021992847147200786)  2026-02-12T17:00Z [----] followers, [---] engagements


""Your bond portfolio which historically traded much more correlated with rates and banks performance is now going to be correlated with technology companies performance." - JPMorgan Chase & Co. credit strategist Tarek Hamid. That's because of all the debt we'll be creating for the big AI build out. The system continues to grow more interdependent on the AI trade"  
[X Link](https://x.com/nanalyzetweets/status/2022007907823288734)  2026-02-12T18:00Z [----] followers, [---] engagements


"$GOOG $AMZN $META and $ORCL borrowed $93 billion in the corporate bond market in [----] or about 6% of all debt issued last year. That's a small part of the $8 trillion market corporate bond market but $JPM projects a lot more to come - about $300 billion of AI- and data-center-related deals every year for the next five years. (H/T Bloomberg) https://twitter.com/i/web/status/2022023449380602088 https://twitter.com/i/web/status/2022023449380602088"  
[X Link](https://x.com/nanalyzetweets/status/2022023449380602088)  2026-02-12T19:02Z [----] followers, [---] engagements


"Seems like Musk removing overlaps between the two massive companies he just merged. You only need so many cooks in the kitchen"  
[X Link](https://x.com/nanalyzetweets/status/2022038103385354514)  2026-02-12T20:00Z [----] followers, [---] engagements


"The money needed to fund these grand aspirations needs to come from somewhere. More VC money More loans When will positive operating cash flows be able to cover these commitments that extend well into the future Where will those come from Ads Premium subscriptions Enterprise licensing It's easy to commit cash but a lot tougher to visualize ROI"  
[X Link](https://x.com/nanalyzetweets/status/2022325459027996811)  2026-02-13T15:02Z [----] followers, [---] engagements


"Coming IPO from an AI drug discovery IPO called Generate Biomedicines $GENB Nice to see a Phase [--] candidate but why such a narrow pipeline We want an AI drug discovery factory not a drug developer"  
[X Link](https://x.com/nanalyzetweets/status/2022340136663478673)  2026-02-13T16:00Z [----] followers, [---] engagements


"The memory boom is just getting started and you're early And if that's true then high bandwidth memory (HBM) is a good place to start. HBM is driving the entire memory industry right now. Three companies dominate the production of HBM which $NVDA processors demand in large quantities. SK Hynix $SKHYNIX $HXSCL $000660 Samsung Electronics $SAMSUNG $SSNLF $005930 Micron $MU Each of these companies has a story to tell and they're being told in the below video on investing in memory stocks👇"  
[X Link](https://x.com/nanalyzetweets/status/2022355474948243893)  2026-02-13T17:01Z [----] followers, [---] engagements


"Some updates on $NVDA alternatives from Bloomberg. - OpenAI just released its first model running on Cerebras chips. - Anthropic has deals to use $AMZN Trainium and $GOOG tensor processing unit chips. - Last month $MSFT released the second version of its AI chip Maia. But there is so much demand for processors that even with multiple competitors $NVDA will still command the lion's share of the investment dollars. R&D dollars can go a long way towards creating a moat. https://twitter.com/i/web/status/2022385411541102815 https://twitter.com/i/web/status/2022385411541102815"  
[X Link](https://x.com/nanalyzetweets/status/2022385411541102815)  2026-02-13T19:00Z [----] followers, [---] engagements


"We're calling it the "AI scare trade" $CHRW $SCHW $WTW (H/T Bloomberg)"  
[X Link](https://x.com/nanalyzetweets/status/2022416052429226475)  2026-02-13T21:02Z [----] followers, [---] engagements

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