# ![@nick88886666 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1335040170781884416.png) @nick88886666 Nick Essence

Nick Essence posts on X about ai, $satl, market cap, ceo the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1335040170781884416/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1335040170781884416/c:line/m:interactions.svg)

- [--] Week [------] +932%
- [--] Month [------] +42%
- [--] Months [------] +70,329%
- [--] Year [------] -82%

### Mentions: [--] [#](/creator/twitter::1335040170781884416/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1335040170781884416/c:line/m:posts_active.svg)

- [--] Month [--] -35%
- [--] Months [--] +2,000%
- [--] Year [--] -88%

### Followers: [-----] [#](/creator/twitter::1335040170781884416/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1335040170781884416/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +21%
- [--] Months [-----] +92%
- [--] Year [-----] +98%

### CreatorRank: [-------] [#](/creator/twitter::1335040170781884416/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1335040170781884416/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  30% [stocks](/list/stocks)  25% [technology brands](/list/technology-brands)  17% [cryptocurrencies](/list/cryptocurrencies)  #7512 [automotive brands](/list/automotive-brands)  9% [countries](/list/countries)  6% [celebrities](/list/celebrities)  3% [exchanges](/list/exchanges)  #792 [currencies](/list/currencies)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[ai](/topic/ai) 26%, [$satl](/topic/$satl) #5, [market cap](/topic/market-cap) 14%, [ceo](/topic/ceo) #1245, [$inv](/topic/$inv) #1, [$pdyn](/topic/$pdyn) #3, [$poet](/topic/$poet) #2, [investment](/topic/investment) 6%, [$tsla](/topic/$tsla) 5%, [core](/topic/core) 5%

**Top accounts mentioned or mentioned by**
[@alojoh](/creator/undefined) [@lightwaveonline](/creator/undefined) [@nyse](/creator/undefined) [@will4planet](/creator/undefined) [@bskypia59338](/creator/undefined) [@starlink](/creator/undefined) [@amazlngnature](/creator/undefined) [@teslazoa](/creator/undefined) [@kirawontmiss](/creator/undefined) [@rainmaker1973](/creator/undefined) [@rklbinvest](/creator/undefined) [@jjoonynn](/creator/undefined) [@tleroy5](/creator/undefined) [@grok](/creator/undefined) [@vaz_llc](/creator/undefined)

**Top assets mentioned**
[Inverse Finance (INV)](/topic/$inv) [Tesla, Inc. (TSLA)](/topic/$tsla) [Planet Labs PBC (PL)](/topic/$pl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tempus AI, Inc. (TEM)](/topic/$tem) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [Bloom Energy Corporation (BE)](/topic/$be) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Muhdo Hub (DNA)](/topic/$dna) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Modine Manufacturing Co (MOD)](/topic/$mod) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Mario Coin (COIN)](/topic/$coin) [RAI Finance (SOFI)](/topic/$sofi) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Spotify Technology (SPOT)](/topic/$spot) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Vertiv Holdings Co (VRT)](/topic/$vrt) [StarLink (STARL)](/topic/starlink) [Basis Cash (BAC)](/topic/$bac) [American Express Company (AXP)](/topic/$axp) [Coca-Cola Co (KO)](/topic/$ko) [Occidental Petroleum Corporation (OXY)](/topic/occidental-petroleum) [Kraft Heinz Co (KHC)](/topic/$khc) [Cheeseball (CB)](/topic/$cb) [Beyond Meat, Inc. (BYND)](/topic/$bynd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$TSLA Tesla Market Cap: 1.4T Revenue Growth (YoY):-3% 3-Year Revenue Growth:3% [--]   Tesla   [--].  EV ($7500) [--].  ( BYD ) [--].   [--].   (Elon  )   [--] 4Q GP 43% E      https://twitter.com/i/web/status/2019058031078854860 https://twitter.com/i/web/status/2019058031078854860"  
[X Link](https://x.com/nick88886666/status/2019058031078854860)  2026-02-04T14:38Z [----] followers, [---] engagements


"$SATL $INV - Accelsius $PDYN $POET $.()               x10100 ( ) https://twitter.com/i/web/status/2021488203178611188 https://twitter.com/i/web/status/2021488203178611188"  
[X Link](https://x.com/nick88886666/status/2021488203178611188)  2026-02-11T07:35Z [----] followers, 11.3K engagements


"$SATL Craig-Hallum Jeff Van Rhee   E Satellogic"  
[X Link](https://x.com/nick88886666/status/2014540841675882621)  2026-01-23T03:28Z [----] followers, [----] engagements


"$INV Innventure : Investment Thesis Current Valuation & Model Market Cap: $283M (approx. 350B) Currently trading near liquidation value. Business Model: A venture-builder model that scales companies after acquiring core technologies. Subsidiary Ownership: Maintains a 4550% core stake in its key subsidiary. Accelsius: Two-Phase Liquid Cooling for Data Centers Current Status: Pre-revenue but has already secured $1B in committed orders from diverse clients. Revenue Roadmap: Late 2026: Revenue takeoff begins with an initial $2M. 2027: Full-scale commercialization. Revenue is projected at"  
[X Link](https://x.com/nick88886666/status/2016313171842367520)  2026-01-28T00:51Z [----] followers, [----] engagements


"$INV Innventure Inc & Accelsius [--]. Accelsius Series B [----]   (2026 1)  Johnson Controls (JCI) + Legrand Post-money Valuation [--] [----] (9200 ) AI    [--]. Innventure [----] Registered Direct Offering (1 [--] ) Yorkville     +   [--]. Accelsius  DarkNX 300MW AI  NeuCool  ( )  PoC  Production  (20262027 rollout ) [--].  [--] ($1B)  **7580%** [----]  Production (     ) [--]. / Validation  ARPA-E COOLERCHIPS Key Contributor OCP Micropillar Evaporator  ( 400W/cm+ ) Accelsius [--] direct-to-chip     $INV  + 283M ( 3500) -  +    - 4550% ACCELSIUS  [--]  -   1B  - [----]   2M - [----]  ( https://t.co/gr3IyZGQMq $INV  + 283M ( 3500)"  
[X Link](https://x.com/nick88886666/status/2017215933262258553)  2026-01-30T12:38Z [----] followers, [----] engagements


"Update on Innventure Inc ($INV) & Accelsius [--]. Accelsius Series B Funding Complete (January 2026) Investment: Accelsius raised a total of $65 million. Key Investors: Led by major data center companies Johnson Controls (JCI) and Legrand. Valuation: The company is now valued at approximately $665 million (Post-money). Impact: They have secured a strong position in the AI data center liquid cooling market. [--]. Innventure Financial Update Capital Raise: Completed a $40 million Registered Direct Offering (closed Jan 14). Debt Repayment: Plans to fully pay off the high-interest Yorkville convertible"  
[X Link](https://x.com/nick88886666/status/2017216541918732612)  2026-01-30T12:41Z [----] followers, [---] engagements


"$INV Accelsius x JCI & Legrand E $INV  Accelsius   JCI Legrand               (Why JCI & Legrand) [--]. Accelsius CEO Josh Claman "  ' ' "   Accelsius   ''  [--]. Johnson Controls (JCI) : "  " / thermal management (YORK chiller HVAC  1). : End-to-End : JCI YORK ( ) Accelsius NeuCool( )  () ( )   [--]. Legrand : "  " /    (PDU) (Rack)    .   . : : Legrand   Accelsius     : AI  '(Power)' '(Cooling)'  (PUE)   [--].  Accelsius ($INV)  ' (Scale)'  [--] ($1B+)        300MW DarkNX  AI   ' '      [--]     https://www.coolingpost.com/world-news/jci-invests-in-two-phase-liquid-cooling/"  
[X Link](https://x.com/nick88886666/status/2017227589409227181)  2026-01-30T13:25Z [----] followers, [---] engagements


"$INV: Accelsius x JCI & Legrand E Accelsius has received investment from Johnson Controls (JCI) and Legrand two global leaders in data center systems. They have formed a commercial partnership not just a financial one. Benefit: This gains the trust of conservative data center operators and allows for powerful combined product offers. For Investors: This serves as indirect proof of Accelsiuss technology and production capability. Strategic Synergy: Why JCI & Legrand [--]. Accelsius CEO Josh Claman Goal: "We didn't just want money; we wanted a 'Commercial Partnership'." Reason: Data center clients"  
[X Link](https://x.com/nick88886666/status/2017229655972221057)  2026-01-30T13:33Z [----] followers, [---] engagements


"$SATL Satellogic  [--]   [--]  [--] LLM"  
[X Link](https://x.com/nick88886666/status/2018647731733229650)  2026-02-03T11:28Z [----] followers, 14.4K engagements


"$ POET CEO Suresh Venkatesan  (2025.08) "We've got you know several critical engagements with multiple tier one and tier two customers. And you know while we expect much of our revenue this year to be NRE we're transitioning into manufacturing in the second half of this year. So we expect over the course of the next couple of years a very significant growth as our customers transition from their own development activity into production as well." " Tier [--] 2(Tier 2)    . [----]  NRE( )   [----]   .         ." https://twitter.com/i/web/status/2020003123939688895"  
[X Link](https://x.com/nick88886666/status/2020003123939688895)  2026-02-07T05:14Z [----] followers, [---] engagements


"$AMZN CapEx FCF -    CapEx    CapEx   Amazon is currently spending 94% of its operating cash flow on capital expenditures. TTM Operating Cash Flow: $140B TTM Capital Expenditures: $132B $AMZN https://t.co/PFVfxncbqL Amazon is currently spending 94% of its operating cash flow on capital expenditures. TTM Operating Cash Flow: $140B TTM Capital Expenditures: $132B $AMZN https://t.co/PFVfxncbqL"  
[X Link](https://x.com/nick88886666/status/2020767320046788876)  2026-02-09T07:50Z [----] followers, [---] engagements


"$POET      .   AWARDS NEWS: For the second year in a row POET wins a @lightwaveonline Elite Score honor. This time it's for POET Teralight recognized for its achievements in advancing #AI connectivity solutions. https://t.co/KX9ZQjFTES #POETpowersAI AWARDS NEWS: For the second year in a row POET wins a @lightwaveonline Elite Score honor. This time it's for POET Teralight recognized for its achievements in advancing #AI connectivity solutions. https://t.co/KX9ZQjFTES #POETpowersAI"  
[X Link](https://x.com/nick88886666/status/2021981283438792975)  2026-02-12T16:14Z [----] followers, [----] engagements


"$SATL Mar [--] [----] $POET Mar [--] [----] $PDYN Feb [--] [----] $TEM Feb [--] [----] $DNA Feb [--] 2026"  
[X Link](https://x.com/nick88886666/status/2021884313235865773)  2026-02-12T09:49Z [----] followers, [----] engagements


"300 [--] This just exploded my head https://t.co/mvlI28tnT0 This just exploded my head https://t.co/mvlI28tnT0"  
[X Link](https://x.com/nick88886666/status/2022226084935401702)  2026-02-13T08:27Z [----] followers, [---] engagements


"$PL Planet Labs CEO Will Marshall NYSE Live  AI    AI     AI data centers in space may sound futuristic but it may be coming sooner than you think. On @NYSE Live @Will4Planet shared our vision for moving these energy-intensive data centers to space. Watch the full interview here: https://t.co/zfOvqZMsWs https://t.co/QO0eCfGagC AI data centers in space may sound futuristic but it may be coming sooner than you think. On @NYSE Live @Will4Planet shared our vision for moving these energy-intensive data centers to space. Watch the full interview here: https://t.co/zfOvqZMsWs https://t.co/QO0eCfGagC"  
[X Link](https://x.com/nick88886666/status/2022134381998112870)  2026-02-13T02:23Z [----] followers, [----] engagements


"Stargate UAE : OpenAI G42 Oracle Nvidia SoftBank Cisco  AI  5GW  [----]   Stargate UAE is shaping up to be the fastest AI data center buildout in the world with 5GW of total planned capacity. https://t.co/tXsFxfJgTb Stargate UAE is shaping up to be the fastest AI data center buildout in the world with 5GW of total planned capacity. https://t.co/tXsFxfJgTb"  
[X Link](https://x.com/nick88886666/status/2022468834532508055)  2026-02-14T00:32Z [----] followers, [---] engagements


"Coupang Inc ($CPNG) Market Cap: 36.6B Revenue Growth (YoY):18% Profits Growth (YoY):25% PE Ratio:94.85 Forward PE Ratio:41.67 PEG Ratio:1.31 Price-To-FCF:28.81 PS Ratio:1.09 Gross Margin:29.97% Net Margin:1.16%       /  https://twitter.com/i/web/status/2018653124995825942 https://twitter.com/i/web/status/2018653124995825942"  
[X Link](https://x.com/nick88886666/status/2018653124995825942)  2026-02-03T11:49Z [----] followers, [---] engagements


"$BKSY  -  CEO  "       ." $BKSY has been awarded multiple Gen-3 Assured services contracts totaling seven figures with a new international defense customer following early access. The expansion reflects a rapid shift toward dynamic space-based monitoring as customers scale to support time-sensitive https://t.co/QDwQtxQVU8 $BKSY has been awarded multiple Gen-3 Assured services contracts totaling seven figures with a new international defense customer following early access. The expansion reflects a rapid shift toward dynamic space-based monitoring as customers scale to support time-sensitive"  
[X Link](https://x.com/nick88886666/status/2018701622465937665)  2026-02-03T15:02Z [----] followers, [---] engagements


"$LITE LUMENTUM [--]. AI  :AI     .  AI   . [--].  (OCS):   (Backlog) [--] . [--].  (CPO): [----]        (Michael Hurlston) CEO     OCS CPO    https://twitter.com/i/web/status/2018833096280518714 https://twitter.com/i/web/status/2018833096280518714"  
[X Link](https://x.com/nick88886666/status/2018833096280518714)  2026-02-03T23:44Z [----] followers, [---] engagements


"$MOD Modine Manufacturing Company Case Study      [----] [--] -. GM 24%     .  "  
[X Link](https://x.com/nick88886666/status/2019035248936497395)  2026-02-04T13:08Z [----] followers, [---] engagements


"Alphabet Inc ($GOOGL) [--] Market Cap: 4T / PE Ratio:30.81 4Q (Revenue)$113.83B / $111.4B+16% (EPS)$2.82 / $2.64+31% [--]. AI  Gemini [--] :  CEO (Gemini)  API  [---]   [--].   :  $17.7B  48% ( $16.2B ) [--].    : 17%  (Cash Cow)  CapEx : [----] $1750 $1850 . 2025($91.4B)  [--] E CapEx   CapEx    https://twitter.com/i/web/status/2019213060511264865 https://twitter.com/i/web/status/2019213060511264865"  
[X Link](https://x.com/nick88886666/status/2019213060511264865)  2026-02-05T00:54Z [----] followers, [---] engagements


"$BE : CAPEX     .    [--]  .    .    .  [----]       .    . https://twitter.com/i/web/status/2019613202519359896 https://twitter.com/i/web/status/2019613202519359896"  
[X Link](https://x.com/nick88886666/status/2019613202519359896)  2026-02-06T03:24Z [----] followers, [---] engagements


"Coinbase ($COIN) Market Cap: 44.5B Revenue Growth (YoY):55% Expected Revenue Growth:2% PE Ratio:14.34 Forward PE Ratio:30.75 PER  Coinbase             . E  https://twitter.com/i/web/status/2020796612046692649 https://twitter.com/i/web/status/2020796612046692649"  
[X Link](https://x.com/nick88886666/status/2020796612046692649)  2026-02-09T09:47Z [----] followers, [---] engagements


"$TSLA             -          NEWS: The Self-Drive Act bipartisan legislation aimed at making it easier for autonomous vehicles to operate on roads nationwide has officially advanced in the U.S. House Committee on Energy and Commerce with a 12-11 vote. The Self-Drive Act would establish safety standards https://t.co/AfBLduR0PJ NEWS: The Self-Drive Act bipartisan legislation aimed at making it easier for autonomous vehicles to operate on roads nationwide has officially advanced in the U.S. House Committee on Energy and Commerce with a 12-11 vote. The Self-Drive Act would establish safety"  
[X Link](https://x.com/nick88886666/status/2021350844474753248)  2026-02-10T22:29Z [----] followers, [---] engagements


"Lattice Semiconductor Corp. (LSCC) Market Cap: 12.4B Expected Revenue Growth: 23% Expected EPS Growth: 590% PE Ratio: [------] Forward PE Ratio: [-----]  AI AI  http://x.com/i/article/2021517087915798528 http://x.com/i/article/2021517087915798528"  
[X Link](https://x.com/nick88886666/status/2021522195420426730)  2026-02-11T09:50Z [----] followers, [---] engagements


"FPGA  .      "  
[X Link](https://x.com/nick88886666/status/2021523262833049672)  2026-02-11T09:54Z [----] followers, [---] engagements


"Q4 [----] 13F   : $SOFI $RKLB $SPOT $BE  $CRDO ✅ 👍 https://t.co/eeFw0MH4WF Q4 [----] 13F   : $SOFI $RKLB $SPOT $BE  $CRDO ✅ 👍 https://t.co/eeFw0MH4WF"  
[X Link](https://x.com/nick88886666/status/2021576736090067256)  2026-02-11T13:27Z [----] followers, [----] engagements


"AI AI 60%    IT         AI    AI        [--]         [--]    AI      .           AI    AI"  
[X Link](https://x.com/nick88886666/status/2021771145616536017)  2026-02-12T02:19Z [----] followers, [---] engagements


"$POET    https://t.co/7LC6pY2Vuk https://t.co/7LC6pY2Vuk"  
[X Link](https://x.com/nick88886666/status/2021788475419505065)  2026-02-12T03:28Z [----] followers, [----] engagements


"AI  :  '   ' [--]. AI   . "GPU "   AI  .    . [--].  .    [--].   '' '' . "  "    . [--].  .  [--]    .     [----] [---]  .   ''  . [--].  :  .  SpaceX xAI  .       [--]   AI  . [--]. [----] AI   AI "   " .     [--] . a.     :   b.        :    Q2.    -------------- *:         (fibre optics cable) . (*   https://t.co/5oMGzONefT Q2.    -------------- *:         (fibre optics cable) . (*   https://t.co/5oMGzONefT"  
[X Link](https://x.com/nick88886666/status/2021883127363436809)  2026-02-12T09:44Z [----] followers, [----] engagements


"RT @BSkypia59338:   [--]   .    [--] 1"  
[X Link](https://x.com/anyuser/status/2022225536878358648)  2026-02-13T08:25Z [----] followers, [--] engagements


"$PL Planet Labs  AI  . . $SATL Satellogic AI   Edge AI  . AI  AI         $PL Planet Labs CEO Will Marshall NYSE Live  AI    AI     $PL Planet Labs CEO Will Marshall NYSE Live  AI    AI"  
[X Link](https://x.com/nick88886666/status/2022295375747641562)  2026-02-13T13:02Z [----] followers, [----] engagements


"$VRT :  23% 37%  $VRT (Vertiv) #earnings are out: https://t.co/RNbmPcYdIK $VRT (Vertiv) #earnings are out: https://t.co/RNbmPcYdIK"  
[X Link](https://x.com/nick88886666/status/2021554094897524794)  2026-02-11T11:57Z [----] followers, [---] engagements


"-:  [----] [--]   .       http://x.com/i/article/2021757799966158849 http://x.com/i/article/2021757799966158849"  
[X Link](https://x.com/nick88886666/status/2021769946297249911)  2026-02-12T02:14Z [----] followers, [---] engagements


"#1 NVIDIA Rubin  [----] -  (45'c) / CPO [----]       $POET $INV CapEX           https://t.co/ARQZQE62gp CapEX           https://t.co/ARQZQE62gp"  
[X Link](https://x.com/nick88886666/status/2022495343561355690)  2026-02-14T02:17Z [----] followers, [----] engagements


"$TSLA CEO    .       . (  ) Google Meta Amazon  :  [-----] billion/ 1T = 56% :  10T ( 7T + 3T) = 0% 🚀 [--].      .  [--].      .   [--].       https://t.co/OVMnV7V24N 🚀 [--].      .  [--].      .   [--].       https://t.co/OVMnV7V24N"  
[X Link](https://x.com/nick88886666/status/2022521390176653767)  2026-02-14T04:00Z [----] followers, [---] engagements


"3.0 GPT    . ( AI  ) LLM    AI"  
[X Link](https://x.com/nick88886666/status/2022528309939310955)  2026-02-14T04:28Z [----] followers, [---] engagements


"@Starlink Lets apply to all airlines in the world"  
[X Link](https://x.com/nick88886666/status/1815897490643911044)  2024-07-23T23:51Z [----] followers, [--] engagements


"33% .   (BYD) 💡.   .   "  
[X Link](https://x.com/nick88886666/status/1816124170910273588)  2024-07-24T14:51Z [----] followers, [--] engagements


".          "  
[X Link](https://x.com/nick88886666/status/1816461025065292225)  2024-07-25T13:10Z [----] followers, [--] engagements


"x3 ETF  [--]      [--]       [--]  "  
[X Link](https://x.com/nick88886666/status/1816472344862638570)  2024-07-25T13:55Z [----] followers, [--] engagements


"@AMAZlNGNATURE wow. elephant drummer. great musician"  
[X Link](https://x.com/nick88886666/status/1817317169971290128)  2024-07-27T21:52Z [----] followers, [----] engagements


"@TeslaZoa   BYD  .    .🤣🤣🤣🤣🤣🤣🤣🤣🤣"  
[X Link](https://x.com/nick88886666/status/1819004725217677635)  2024-08-01T13:38Z [----] followers, [--] engagements


"@kirawontmiss It seems like a performance to maintain the current price. What's the point of holding up a picket after the price goes up He's a wise old man"  
[X Link](https://x.com/nick88886666/status/1819535373347049765)  2024-08-03T00:46Z [----] followers, [----] engagements


"&BYD     📣     💡     BYD  (      )     20%         BYD     . 🔔 BYD      "  
[X Link](https://x.com/nick88886666/status/1819574100899307727)  2024-08-03T03:20Z [----] followers, [--] engagements


"📀 AI LLM  . AGI  . [--]  [----] LLM  [--] .     . 💡      .     AGI        . 💰      AI"  
[X Link](https://x.com/nick88886666/status/1819883631701340438)  2024-08-03T23:50Z [----] followers, [--] engagements


"🔔 HBM    . P Q  .    HBM3E  NVIDIA .      .   NVIDIA HBM3E   .       NVIDIA     HBM3  NVIDIA    . HBM    SK AI   HBM    .         HBM         . DRAM  NVIDIA   .         .         "  
[X Link](https://x.com/nick88886666/status/1820999043809722836)  2024-08-07T01:42Z [----] followers, [--] engagements


"2 Top [--] holdings Apple $AAPL - 30.09% (Reduce) Bank of America $BAC - 14.67% American Express $AXP - 12.54% Coca-Cola $KO - 9.09% Chevron $CVX - 6.63% (Reduce) Occidental Petroleum $OXY - 5.75% (Add) Kraft Heinz $KHC - 3.75% Moody's $MCO - 3.71% Chubb $CB - 2.46% (Add) DaVita $DVA - 1.79%"  
[X Link](https://x.com/nick88886666/status/1823870432203956298)  2024-08-14T23:52Z [----] followers, [---] engagements


"@alojoh Samsung SDI is the fastest one in Korea. It is expected to year [----] for offical launch"  
[X Link](https://x.com/nick88886666/status/1826543235667538148)  2024-08-22T08:53Z [----] followers, [--] engagements


"@alojoh Xiaomi is burning cash for SU7"  
[X Link](https://x.com/nick88886666/status/1826544237128876105)  2024-08-22T08:57Z [----] followers, [---] engagements


"LG [----]     .     . LG [--]   .  [----]          "  
[X Link](https://x.com/nick88886666/status/1842901408355643581)  2024-10-06T12:15Z [----] followers, [--] engagements


"@Rainmaker1973 China's high-speed rail (HSR) network once celebrated as a hallmark of rapid modernization is now grappling with significant financial challenges primarily due to excessive debt and underperformance in passenger traffic. 🥲"  
[X Link](https://x.com/nick88886666/status/1861245652195537120)  2024-11-26T03:08Z [----] followers, [--] engagements


"512 AI6 = dojo3 https://youtube.com/shorts/OwNMnY9QLbksi=dgmdXyfxT5p1CSxX https://youtube.com/shorts/OwNMnY9QLbksi=dgmdXyfxT5p1CSxX"  
[X Link](https://x.com/nick88886666/status/1954034971049701418)  2025-08-09T04:20Z [----] followers, [--] engagements


"$SATL  [--] ( [---] )  89USD Asset Monitoring [---] Space Systems [---] Caas [---] 100USD/1 (180  = 1800USD)        we believe the Domestication provides greater visibility to investors and customers particularly as we pursue U.S. government D&I-related contracts and our success in leveraging this structure change will also be a key factor in our future operating results. However there can be no assurance that the Domestication will allow us to successfully obtain such contracts or resolve other risks related to competing for government contracts"  
[X Link](https://x.com/nick88886666/status/1986257974806127054)  2025-11-06T02:22Z [----] followers, [----] engagements


"NRO( ) EOCL(Electro-Optical Commercial Layer) - [--] [----] [--] Maxar(Vantor) $3.24 bil. USD Black Sky [-----] Bil. USD Planet Labs ( ) - Maxar Satellogic [----] 12"  
[X Link](https://x.com/nick88886666/status/1991888476837756984)  2025-11-21T15:16Z [----] followers, [----] engagements


"@rklb_invest"  
[X Link](https://x.com/nick88886666/status/2007799554524213358)  2026-01-04T13:01Z [----] followers, [---] engagements


"Why Musk's "10000 Starships Annually" is a Boon for $SATL : Launch Costs + Payload Economics Analysis. [--]. Musk's Bold Declaration : "Space Transport Costs Zero" SpaceX producing 10K Starships per year Launch costs plummet from thousands of dollars per kg to mere cents. Space transport shifts to ultra-low cost. [--]. Who Fills the Giant Capacity [-----] Starships need cargo. Lightweight = Max Loading (Efficiency) Starship's massive bay favors small satellites. $PL: 195kgbulky [---] per load. $BKSY: 134kgstill heavy. $SATL: 42kgsmall and light 300-400 per launch. Efficiency triumph [--]. Cost Structure"  
[X Link](https://x.com/nick88886666/status/2008537256739696667)  2026-01-06T13:52Z [----] followers, [---] engagements


"$SATL x NSG Partnership: Igniting a New 'Oil Money' Engine Beyond the US DoD A Major Catalyst Powered by the Saudi Public Investment Fund (PIF) [--]. Who is NSG The Saudi national space champion 100% owned by the PIF (Saudi Sovereign Wealth Fund with $900B AUM). This partnership is directly tied to the Vision [----] budget Its not just a simple contract; it is a direct pipeline to sovereign capital securing a highly stable revenue stream. [--]. NSG acquired UP42 (a leading satellite data marketplace) from Airbus. The Challenge: A shortage of data to fill the platform. The Solution: Satellogic"  
[X Link](https://x.com/nick88886666/status/2008537912569459042)  2026-01-06T13:55Z [----] followers, [---] engagements


"Jensen Huang's Vision for the Future of AI: AI Expands Beyond Simple LLMs into All Fields Compute is Data: Computing equals Data. Through the [--] Scaling Laws (Pre/Post/Test-time) AI increases its "thinking time" leading to explosive performance gains (e.g. OpenAI o1) AI Becomes Agentic: AI transitions into agents. Autonomous task execution through a cycle of Planning Reasoning Tool Use. Physical AI Takes Leap: A leap for Physical AI. Humanoid robots enter the real world (The robotics revolution: autonomous driving manufacturing) AI Learns Laws of Nature: AI learns the laws of nature."  
[X Link](https://x.com/nick88886666/status/2008544969880203630)  2026-01-06T14:23Z [----] followers, [---] engagements


"NSG/UP42 Partnership: The 'Earth Satellite Data Dream Team' Lineup NSG/UP42: As the 'Official Saudi National Earth Observation (EO) Marketplace' this partnership serves as the digital infrastructure driving the success of Saudi Vision [----]. [--]. Satellogic ($SATL) "The Broad & Continuous Guardian (Scale & Sustainability)" Slogan: "High-res insights at scale." Mission: Agriculture/Food Security: Daily monitoring of desert farmlands. Environment: Long-term ecological tracking. [--]. BlackSky ($BKSY) "The Rapid Response Solver (Speed & Real-time)" Slogan: "See the world in real time." Mission: Oil"  
[X Link](https://x.com/nick88886666/status/2008561935823106503)  2026-01-06T15:30Z [----] followers, [---] engagements


"📷Beyond Meat Inc (BYND)     -.   Market Cap: 471.7M Price: $1.04+11.35% FCF Yield: -30.29% Enterprise V: 1.7B Volume: 107.9M Dividend: -- Growth Metrics: Growth (YoY):-13% Profits Growth (YoY):0% 3-Year Revenue Growth:-12% 3-Year Profits Growth:0% https://twitter.com/i/web/status/2009176369562046653 https://twitter.com/i/web/status/2009176369562046653"  
[X Link](https://x.com/nick88886666/status/2009176369562046653)  2026-01-08T08:12Z [----] followers, [---] engagements


"That's a good point. $SATL 325M vs $PL $7B But with the rapid growth of the space satellite industry both will grow together.🚀🚀🚀 🛰 $SATL currently trades at roughly a $325M market cap versus approximately $7B for $PL highlighting a significant valuation gap in the satellite imaging space. 🛰 Investors are starting to recognize that Planet Labs is not the only scalable satellite data play and https://t.co/4BogcsCdWD 🛰 $SATL currently trades at roughly a $325M market cap versus approximately $7B for $PL highlighting a significant valuation gap in the satellite imaging space. 🛰 Investors"  
[X Link](https://x.com/nick88886666/status/2009275760897396760)  2026-01-08T14:47Z [----] followers, [----] engagements


"$TSLA : Q4 sales drop due to removal of EV incentives in the US What's the turning point EVs still account for more than half of profits so EV sales are crucial 🚗Turning point 'Completion of unmanned robotaxi' My Tesla joins the robotaxi network earning money while I sleep Game changer Expect Cybercab expansion in [----] https://twitter.com/i/web/status/2009432877394747729 https://twitter.com/i/web/status/2009432877394747729"  
[X Link](https://x.com/nick88886666/status/2009432877394747729)  2026-01-09T01:11Z [----] followers, [---] engagements


"Lightness is Money Maximizing Launch Efficiency: With the cost and space required to launch one Planet Labs Pelican satellite Satellogic can launch 4+ ultra-lightweight NewSat/NextGen satellites (around 40kg each). This low-mass design creates a structural advantage in constellation build-out speed and CAPEX.The Starship Moment: When Elon Musk's forecasted era of [----] Starships produced annually arrives launch costs will plummetbut how much you can load per launch (Volume & Mass) becomes the key factor Satellogics ultra-light satellites can pack hundreds aboard a single Starship enabling"  
[X Link](https://x.com/nick88886666/status/2009448389541601361)  2026-01-09T02:13Z [----] followers, [---] engagements


"Google's real weapon = Overwhelming AI ecosystem lock-in 🔥 Once you're in you can never leave: Search Gmail YouTube Android Chrome Maps Drive Workspace Cloud Gemini everything seamlessly connected Gemini is deeply embedded across Productivity Data Creativity Browser Devs and every major area (see diagram below 📷 It couldve been seen as a monopoly breakup risks from antitrust lawsuits were real. But the AI competition era saved Google2025 ruling: "The market is already changing because of GenAI" Result: Legal risk Gemini ecosystem integration With Gemini gaining strength Google is actually"  
[X Link](https://x.com/nick88886666/status/2009463311549775917)  2026-01-09T03:12Z [----] followers, [---] engagements


"$SATL Shareholders' Trump Card: $SATLW Warrants Big Win Scenario Comparison: Lutnick Father-Son vs Mnuchin Brandon Lutnick (Son of Howard Lutnick Commerce Secretary) 533K warrants Strike price $8.63 (exp. Jan [--] 2027) Same terms as $SATLW Stock over $8.63 = Family jackpot + Government contract hype explodes Steven Mnuchin (Former Treasury Secretary Current Board Chairman) 22.5M warrants (42x bigger) Strike $10 (7.5M) + $15 (15M) (exp. Feb [--] 2027) Massive private bet Stock over $15 = Ultimate mega-jackpot Conclusion: $SATLW = Quick rise bet riding policy catalysts From $SATL shareholders'"  
[X Link](https://x.com/nick88886666/status/2009531051895648724)  2026-01-09T07:41Z [----] followers, [----] engagements


"TECTONIC: The Era of Legacy Defense Giants is Over (Specifically $RTX) ⛈ The Trump Administrations Mandate: "Budget Overruns + Delivery Delays = Contract Termination" The defense budget which has been significantly increased from $1 trillion to $1.5 trillion is undergoing a massive reallocation. The flow of capital is shifting away from the expensive and slow traditional defense giants toward agile and cost-effective new defense players. 🔥 (Concentrated investment in next-gen projects such as AI Drones and Golden Dome) Anduril Industries Rocket Lab ($RKLB) AeroVironment ($AVAV) Kratos"  
[X Link](https://x.com/nick88886666/status/2009599897742512359)  2026-01-09T12:15Z [----] followers, [---] engagements


"$SATLThere are claims that "CEO Emilio pumps up the stock price and then dumps it on investors" the massive selling is indeed a fact (ownership stake dropped from 20% to 9%). However it's not a case of "pump and dilute." [--]. Rule 10b5-1 Trading Plan CEO Kargieman's large-scale sales in September and October [----] were all mechanically executed at predetermined dates and prices under a Rule 10b5-1 trading plan established on June [--] [----]. [--]. Due to U.S. Defense Regulations (U.S. Domiciliation and FOCI) U.S. Domiciliation: In March [----] $SATL fully relocated its jurisdiction to the United States"  
[X Link](https://x.com/nick88886666/status/2009901967586566319)  2026-01-10T08:15Z [----] followers, [----] engagements


"$SATL Analysis: Is it difficult for Non-ITAR satellites to win U.S. Defense contracts (Note: $PL utilizes an ITAR-compliant design) [--]. Understanding ITAR (International Traffic in Arms Regulations) The U.S. Department of State regulates the export and import of defense-related articles and services. ITAR is designed to prevent the unauthorized transfer of "design schematics" or "critical components" to foreign entities. Satellite "Data" is not subject to ITAR: The U.S. Department of Defense (DoD) and intelligence agencies (NRO NGA) primarily purchase the imagery (data) produced by the"  
[X Link](https://x.com/nick88886666/status/2010302255749067239)  2026-01-11T10:46Z [----] followers, [----] engagements


"Why is this $SATL private contract popping up so suddenly Portugal Contract (Jan): Delivery and transfer of operational rights within Q2 (which means May or June). It takes only [--] to [--] months from contract signing to completionincluding launching the satellite and getting it ready for full operation. The key takeaway from CEO Tirman: "The bottom line is that speed matters Our vertically integrated model allows us to deliver sovereign capabilities on an operational timeline." ConclusionThis implies that no competitor can match this speed. It looks like we can expect a steady stream of private"  
[X Link](https://x.com/nick88886666/status/2010749682629378559)  2026-01-12T16:24Z [----] followers, [----] engagements


"Palladyne AI ($PDYN) Investment Thesis (As of Jan [--] 2026) Market Cap: $250.4M [--]. Launch of IQ [---] (Announced Jan [--] 2026) Commercialization of Tech: Transitioning from the R&D stage to immediate deployment in real-world factories and military bases. No-code Innovation: Enabling field personnel to train robots directly without the need for specialized engineers. Hardware Agnosticism: A strategic approach that overlays software onto existing hardware without requiring equipment replacement. Key Insight: The company needs to demonstrate this long-standing software strategy through actual"  
[X Link](https://x.com/nick88886666/status/2011201531367002141)  2026-01-13T22:19Z [----] followers, [---] engagements


"$SATL Satellogic Highlights "Constellation-as-a-Service" Model for Earth Observation Missions [--]. Core Concepts of the CaaS Model Satellite Ownership Without Infrastructure:A service where customers (governments defense institutions) can secure their own dedicated satellite fleet capacity through Satellogic's infrastructure without the need to directly design manufacture or operate satellites. Control Equivalent to Ownership:Going beyond simple image purchasing customers can directly control satellite tasking imaging priorities and downlink schedules providing the effect of essentially owning"  
[X Link](https://x.com/nick88886666/status/2012338271259636081)  2026-01-17T01:36Z [----] followers, [---] engagements


"$PDYN Palantir AI First Kinetic Swarm Strike Drill in the U.S. :On January [--] [----] a historic military drill took place at Camp Blanding Florida. For the first time ever on U.S. soil the military tested a drone swarm equipped with live explosives (Live Ordnance). Key Highlights of the Drill :One Operator Multiple Drones: A single person successfully controlled three different types of drones at the same time to strike targets precisely. A Major Milestone: :This proved that drone swarms can do more than just spy; they can perform autonomous attacks during training within the United States. The"  
[X Link](https://x.com/nick88886666/status/2012684927134044183)  2026-01-18T00:34Z [----] followers, [---] engagements


"nLIGHT Inc. (LASR): DD #1 Financial Snapshot Market Cap: $2.2B (+500% YoY) Revenue Growth (YoY): 19% Profit Growth (YoY): 0% P/E Ratio: [------] P/S Ratio: [----] Gross Margin: 23.8% Company Overview Headquarters: Camas Washington USA Founded / IPO: Founded in [----] / IPO in [----] Core Business: Manufacturing high-power laser sources and chips used in industrial precision processing Aerospace & Defense (A&D) and microfabrication. [--]. Revenue Breakdown -. Aerospace & Defense (A&D) Core Growth Engine Weight: 68% of total revenue. Key Products: High-power laser amplifiers for Directed Energy Weapons"  
[X Link](https://x.com/nick88886666/status/2015242399040315416)  2026-01-25T01:56Z [----] followers, [---] engagements


"nLIGHT Inc ($LASR) Actual Performance & Milestones Phase 1: Successful Delivery of 300kW-class Laser (Completed) Achievement: In late [----] nLIGHT successfully delivered a 300kW-class high-energy laser source to Lockheed Martin. Significance: The project exceeded original targets for both power output and Beam Quality (BQ). This proved nLIGHT's technological superiority in "miniaturization" and "lightweighting" compared to competitors like IPG Photonics. Deployment: This laser has been integrated into the U.S. Army's IFPC-HEL (Indirect Fire Protection Capability) prototype and is currently"  
[X Link](https://x.com/nick88886666/status/2015245697302573104)  2026-01-25T02:09Z [----] followers, [---] engagements


"24 [--] (2025 [--] 18) & Microsoft Google AWS (Amazon) Oracle IBM AI & OpenAI Anthropic xAI Palantir Radical AI & NVIDIA AMD Intel Dell Technologies HPE (Hewlett Packard Enterprise) AI  Cerebras Systems Groq & CoreWeave Armada Periodic Labs DrivenData  Accenture Project Prometheus XPRIZE https://twitter.com/i/web/status/2002256257189814368 https://twitter.com/i/web/status/2002256257189814368"  
[X Link](https://x.com/nick88886666/status/2002256257189814368)  2025-12-20T05:54Z [----] followers, [---] engagements


"Cantors Lutnick on SPACs Satellogic Flexible Work (Bloomberg) [----]. [--]. [--]. [--]. Radical Cost Innovation Satellogic has fundamentally disrupted the economics of space technology. Historically building a single satellite cost approximately 800millionand even before Satellogics entry the cost to get a satellite into space was around [--] million. Satellogic has reduced this cost to less than $1 million per satellite launched. [--]. Superior Data and Imaging Capabilities Despite the lower cost the performance of these satellites exceeds traditional standards: Data Volume: While previous satellites"  
[X Link](https://x.com/nick88886666/status/2010134995789287741)  2026-01-10T23:41Z [----] followers, [---] engagements


"Palladyne AI (PDYN) CEO Compensation Plan CEO: Ben Wolff [----] Salary: $1 Like Elon Musk Ben Wolff has chosen a minimum base salary. His actual pay depends entirely on the companys stock performance. Performance Stock Units (PSU) Details The compensation is divided into [--] milestones (Tranches). Total Shares: [-------] shares Per Milestone: [------] shares are awarded at each step. Stock Price Targets The CEO only receives these shares if the stock price hits specific goals. Current Price: $7.03 1st Target (Tranche 1): $20.00 Final Goal: The plan continues through [--] levels of price increases. Key"  
[X Link](https://x.com/nick88886666/status/2012104848494444905)  2026-01-16T10:09Z [----] followers, [---] engagements


"$PDYN Palladyne AI : "Banshee" The Low-Cost Autonomous Loitering Munition Originally developed by GuideTech and currently being advanced by Palladyne Defense the Banshee system is designed to transform warfare by replacing "high-cost precision weapons" with "low-cost mass-producible expendable munitions." Core Features and Capabilities Intelligent "Brain" (SwarmOS + BRAIN X2): Banshee integrates Palladynes SwarmOS software with BRAIN X2 avionics. This combination allows the drone to autonomously identify and strike targets even in GPS-denied or communication-jammed environments. Collaborative"  
[X Link](https://x.com/nick88886666/status/2012685700110688658)  2026-01-18T00:37Z [----] followers, [---] engagements


"$PDYN Palladyne Pilot The 'software engine' of an autonomous operating system : Drones collaborate with Redcat and others While similar to Anduril the drones only use software"  
[X Link](https://x.com/nick88886666/status/2012865772465611144)  2026-01-18T12:32Z [----] followers, [---] engagements


"Planetary Intelligence ($PL Planet Labs) Searchable Earth AI ($SATL Satellogic) By combining large-scale AI models with EO (Earth Observation) satellite data we're going to build a system where machines can understand and predict all activities on Earth (economy climate military movements etc.) in real time E AI's evolution is entering the stage beyond 'language (LLM)' now understanding the 'physical Earth (Physical World)' 🚀🚀🚀 https://twitter.com/i/web/status/2013896422878519625 https://twitter.com/i/web/status/2013896422878519625"  
[X Link](https://x.com/nick88886666/status/2013896422878519625)  2026-01-21T08:48Z [----] followers, [---] engagements


"$PDYN Palladyne AI MACH-XL is a U.S. Department of Defense (DoD) program: Multi-service Advanced Capability Hypersonic Accelerator (MACH-XL). [--]. Goal Unlike expensive low-quantity hypersonic missiles (like LRHW ARRW CPS) this program quickly builds and tests cheap mass-producible weapons that fly at near-hypersonic (around Mach 5) or hypersonic (Mach 5+) speeds. [--]. Types of weapons Air-to-air air-to-ground ground-to-ground ground-to-air many different platforms. [--]. Main targets Make the full missile (All-Up-Round) much cheaper. Work with existing launchers (like HIMARS M270). Use commercial"  
[X Link](https://x.com/nick88886666/status/2014265457696739663)  2026-01-22T09:14Z [----] followers, [---] engagements


"GuideTech: Palladyne AIs New High-Speed Missile Subsidiary GuideTech (acquired by Palladyne AI in late 2025) is a company that specializes in building high-speed missiles that are both low-cost and fast to produce. [--]. What is ALRRM The ALRRM (Air-Launched Rapid Reach Missile) is their main project. It is a "near-hypersonic" missile developed for the U.S. Navy through a special research program (SBIR). Progress: They successfully finished "Phase I" and have been selected for Phase II (the prototyping stage). [--]. Key Features of ALRRM Speed: Over Mach [---]. While slower than some"  
[X Link](https://x.com/nick88886666/status/2014289114917712105)  2026-01-22T10:48Z [----] followers, [---] engagements


"http://x.com/i/article/2014941123857547264 http://x.com/i/article/2014941123857547264"  
[X Link](https://x.com/nick88886666/status/2014943035927507153)  2026-01-24T06:07Z [----] followers, [---] engagements


"Key milestones and official statements from Ben Wolff CEO of Palladyne AI ($PDYN) regarding the companys major transitions in January [----]. [--]. Commercial Launch of Palladyne IQ [---] "IQ [---] is engineered to help defense and industrial operators modernize quicklyraising throughput improving quality and tightening cost and schedule execution. The completion of IQ [---] and its readiness for production deployment is well timed given the heightened focus from the Trump Administration on accelerating defense procurement restoring accountability and revitalizing the U.S. defense industrial base." Key"  
[X Link](https://x.com/nick88886666/status/2014944547936338114)  2026-01-24T06:13Z [----] followers, [---] engagements


"$PDYN Palladyne AI Wins "HANGTIME" Contract with US Air Force Research Lab (AFRL) Strengthening Swarming Capabilities & Connecting Systems Across All Domains [--]. Background and Meaning A Trusted Partner: Palladyne AI has worked with the US Department of Defense before (for example moving their "Pilot" software onto new US-made AI chips). Expanding to Space: This new project HANGTIME takes their SwarmOS software into space. Strategic Fit: It fits perfectly with the US Militarys goal of "Multi-Domain Operations" (connecting land air sea and space). It creates a flexible system that works well"  
[X Link](https://x.com/nick88886666/status/2016487812686836132)  2026-01-28T12:25Z [----] followers, [---] engagements


"$TSLA TESLA The Massive US Markets Tesla is Targeting Ride-Hailing: $60 billion market (currently dominated by Uber at 70% and Lyft at 30%). Logistics & Trucking: $2.7 trillion market (45 times larger than ride-hailing). The Strategy Cybercab will take on the ride-hailing market. Tesla Semi will conquer the logistics and trucking industry. E If Tesla succeeds in both it will be a massive "Big Bang" for the companys growth https://twitter.com/i/web/status/2016514617414152248 https://twitter.com/i/web/status/2016514617414152248"  
[X Link](https://x.com/nick88886666/status/2016514617414152248)  2026-01-28T14:12Z [----] followers, [---] engagements


"Tesla Q4 [----] Earnings Call: Optimus Highlights [--]. Release Timeline Optimus Gen [--] is scheduled to be unveiled within Q1 of this year (likely within the next few months). Gen [--] includes massive upgrades over version [---]. Key Feature: Integration of the latest hand design significantly enhancing sophisticated manipulation capabilities. Expectations are extremely high for its overall performance. [--]. Production and Mass Manufacturing Plans Gen [--] is the first design intended for mass production. Supply chain preparations and the setup of the first production lines are currently underway. The goal"  
[X Link](https://x.com/nick88886666/status/2016752635463029219)  2026-01-29T05:57Z [----] followers, [---] engagements


"E In short the rise in $POET's stock price and institutional ownership depends entirely on revenue growth. For $POET investors the key metric to watch right now is not the daily stock price but the top-line revenue. Case Study: Institutional Accumulation Amprius Technologies Inc (AMPX) Market Cap: $1.8B Revenue Growth (YoY): 173% Expected Revenue Growth: 80% As revenue surged the stock price skyrocketed by +500%. Consequently institutional ownership surged from under 5% to 50%. This demonstrates that explosive revenue growth is the ultimate catalyst for institutional entry"  
[X Link](https://x.com/nick88886666/status/2017024192466866217)  2026-01-29T23:56Z [----] followers, [---] engagements


"$KOPN Kopin Corp Market Cap: $470.9M Price: $2.67 E While Kopin is a solid player in its niche market the potential for massive exponential growth remains a question mark. [--]. Core Technology (USA) Kopin is the exclusive display supplier for the F-35 fighter jet. They manufacture next-gen MicroLED and AI optical modules (DarkWAVE) entirely within the United States. [--]. Key Investment Points Technical Moat: Irreplaceable Defense Partner F-35 Exclusivity: Kopin exclusively supplies the helmet-mounted displays for the F-35 the world's largest defense program. Since these are mission-critical"  
[X Link](https://x.com/nick88886666/status/2017025649643606507)  2026-01-30T00:02Z [----] followers, [---] engagements


"$INV  + 283M ( 3500) -  +    - 4550% ACCELSIUS  [--]  -   1B  - [----]   2M - [----]  ( [--]   150M-500M -  [--]   Best Case: "Accelsius [--] Vertiv [--]  " ( $1.5B $2.5B) Base Case: "  " ( $0.5B) Bear Case: "   " (  - ) https://twitter.com/i/web/status/2016300245387509982 https://twitter.com/i/web/status/2016300245387509982"  
[X Link](https://x.com/nick88886666/status/2016300245387509982)  2026-01-28T00:00Z [----] followers, 20.5K engagements


"$INV Innventure  2% 14%       ' [--] '"  
[X Link](https://x.com/nick88886666/status/2016770191150231890)  2026-01-29T07:07Z [----] followers, [----] engagements


"My Neighbor OPTIMUS :"  
[X Link](https://x.com/nick88886666/status/1845974427353469283)  2024-10-14T23:46Z [----] followers, [----] engagements


": [--]    E  ITU() [--]  (CTC-1 + CTC-2 )    : [---] : [---]    [------] (+ ) [--]  [---] [--] [--]   (+ )             China has submitted ambitious plans to deploy up to [------] satellites into orbit. The race to fill low Earth orbit with internet satellites is intensifying as nations compete for limited radio frequencies and orbital positions. https://t.co/dkESKRVeuH China has submitted ambitious plans to deploy up to [------] satellites into orbit. The race to fill low Earth orbit with internet satellites is intensifying as nations compete for limited radio frequencies and orbital positions."  
[X Link](https://x.com/nick88886666/status/2012878469412339773)  2026-01-18T13:23Z [----] followers, [---] engagements


"Phase 1: 300kW  () : [----] nLIGHT 300kW    :   (Beam Quality)   (IPG Photonics ) '' ''  .   IFPC-HEL(  )   . Phase 2: 1MW()  ( ) : [----] [--] $86M( [----] )   [----] [--] $171M( [----] )  [--]  (2025-2026 ): 1MW(1000kW)  HELSI-2   [----]   ( )  (2025 Q2/Q3)  yoy 50%   "2026   "   "On Track( )"  [--]. DE M-SHORAD (  ) "  " :   (Stryker)   . :   (UAS)  . nLIGHT (50kW ):   .  nLIGHT (Laser Source)  ()  (Raytheon)  nLIGHT Kord Technologies( ) 50kW   [--]. IFPC-HEL (  - ) "  " :  (FMTV)   : (Cruise Missile)    . M-SHORAD(50kW)  300kW  nLIGHT (300kW 1MW HELSI ):   300kW 1MW()   nLIGHT Inc (LASR) : DD #1 E Market Cap: 2.2B"  
[X Link](https://x.com/nick88886666/status/2015244830142865801)  2026-01-25T02:06Z [----] followers, [----] engagements


"$BKSY     .                . Port of Ulsan South Korea captured by $BKSY using extreme off-nadir imagery. High off-nadir collection enables visibility into port and vessel activity from alternative angles helping reveal spatial relationships congestion and operational context that may not be visible https://t.co/oHm2g9TV7K Port of Ulsan South Korea captured by $BKSY using extreme off-nadir imagery. High off-nadir collection enables visibility into port and vessel activity from alternative angles helping reveal spatial relationships congestion and operational context that may not be visible"  
[X Link](https://x.com/nick88886666/status/2016532464169373955)  2026-01-28T15:22Z [----] followers, [---] engagements


"$TEM TEMPUS AI Market Cap: 10.3B Revenue Growth (YoY):85% PEG Ratio:0.68 PS Ratio:9.36 PB Ratio:20.8 Gross Margin:61.36%  + AI    () Debt-to-Equity 245%     Ambry Genetics ($397M600M )  Paige AI Deep [--] AI    "grow 25% over the next several years"     https://twitter.com/i/web/status/2017432329552331053 https://twitter.com/i/web/status/2017432329552331053"  
[X Link](https://x.com/nick88886666/status/2017432329552331053)  2026-01-31T02:58Z [----] followers, [---] engagements


"MC 1B         X10   $SATL $INV $POET $PDYN (  )   *     https://twitter.com/i/web/status/2017443209711129056 https://twitter.com/i/web/status/2017443209711129056"  
[X Link](https://x.com/nick88886666/status/2017443209711129056)  2026-01-31T03:41Z [----] followers, [----] engagements

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