# ![@patienceisking Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1988736690077523968.png) @patienceisking Rainman

Rainman posts on X about in the, market, ai, stocks the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1988736690077523968/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1988736690077523968/c:line/m:interactions.svg)

- [--] Week [-----] -90%
- [--] Month [------] +202%
- [--] Year [------] -66%

### Mentions: [--] [#](/creator/twitter::1988736690077523968/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1988736690077523968/c:line/m:posts_active.svg)

- [--] Week [--] -3.70%
- [--] Month [--] +52%
- [--] Year [---] +9,900%

### Followers: [--] [#](/creator/twitter::1988736690077523968/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1988736690077523968/c:line/m:followers.svg)

- [--] Week [--] +1.30%
- [--] Month [--] +29%

### CreatorRank: undefined [#](/creator/twitter::1988736690077523968/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1988736690077523968/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [countries](/list/countries)  [financial services](/list/financial-services) 

**Social topic influence**
[in the](/topic/in-the), [market](/topic/market), [ai](/topic/ai), [stocks](/topic/stocks), [$pgy](/topic/$pgy), [$ghm](/topic/$ghm), [$dow](/topic/$dow), [acquisition](/topic/acquisition), [$lyb](/topic/$lyb), [strong](/topic/strong)

**Top accounts mentioned or mentioned by**
[@blackscholesman](/creator/undefined) [@investordenis](/creator/undefined) [@10baggerpicks](/creator/undefined) [@pennycheck](/creator/undefined) [@saynototrading](/creator/undefined) [@mike10947310](/creator/undefined) [@heatonsr187428](/creator/undefined) [@kingtutcap](/creator/undefined) [@freightalley](/creator/undefined) [@wallstengine](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@quipuscapital](/creator/undefined) [@citrini7](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@speedwellllc](/creator/undefined) [@markflowchatter](/creator/undefined) [@leonelissen](/creator/undefined) [@kittykookarella](/creator/undefined) [@spaceinvestord](/creator/undefined) [@investincintel](/creator/undefined)

**Top assets mentioned**
[Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Dow Inc (DOW)](/topic/$dow) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Perimeter Solutions, SA (PRM)](/topic/$prm) [Acuren Corporation (TIC)](/topic/$tic) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [PENG (PENG)](/topic/$peng) [LandBridge Company LLC (LB)](/topic/$lb) [InterDigital, Inc. (IDCC)](/topic/$idcc) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Klarna Group plc (KLAR)](/topic/$klar) [Rambus Inc (RMBS)](/topic/$rmbs) [First Solar, Inc. (FSLR)](/topic/$fslr) [CTS Corporation (CTS)](/topic/$cts) [Huntsman Corporation (HUN)](/topic/$hun) [Celanese Corporation (CE)](/topic/$ce) [Eastman Chemical Company (EMN)](/topic/$emn) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Oracle Corporation (ORCL)](/topic/$orcl) [SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC)](/topic/$saic) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Viasat Inc (VSAT)](/topic/$vsat) [Iridium Communications Inc. (IRDM)](/topic/$irdm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$TIC All prior gains post @Citrini7 are gone but this could be an attractive entry. In Q3 Institutions/hedge funds loaded up with a total surge of 147%. Shares held rose 40% new holders up 122% (hedge funds alone up 355%) positions increased by 436% while closed positions dropped 47%. I don't recall seeing such a huge load-up in any of my strong conviction stocks nor any blue-chip holdings. Not sure what to make of it yet. Notably one hedge fund really stepped up growing its stake from 12% in Q2 to 22% in Q3. The fund now owns 7% of $TIC and has outperformed the S&P [---] over the past [--] years"  
[X Link](https://x.com/patienceisking/status/1990233478089048102)  2025-11-17T01:40Z [--] followers, [----] engagements


"@JKeynesAlpha Good catch. But the size is tiny. Only $3.3M bought out of $25.5B AUM which is just 0.01%. I usually pay attention to positions that are over 1% of the AUM when the fund manages more than $10 billion. You could be right"  
[X Link](https://x.com/patienceisking/status/1995340051870310465)  2025-12-01T03:51Z [--] followers, [---] engagements


"Post from $VRT today. Since that natural gas-powered chiller article dropped on Nov [--] they've now posted about it on LinkedIn [--] times citing the link. That's one serious marketing cadence The product is from the $TGEN partnership. @Mike10947310"  
[X Link](https://x.com/patienceisking/status/1998827566015328531)  2025-12-10T18:50Z [--] followers, [----] engagements


"@Speedwell_LLC It's a huge shift: expanding from wildfire products to legacy PCB manufacturing and now to the medical field. I understand the thesis behind the PCB acquisitiondo you have any insights regarding the move into the medical sector"  
[X Link](https://x.com/patienceisking/status/1999143973588287545)  2025-12-11T15:47Z [--] followers, [---] engagements


"$FEIM Q2 FY2026 We anticipate multiple awards in the coming months some of which are as large or larger than the largest contracts we have ever won"  
[X Link](https://x.com/patienceisking/status/1999239551068541031)  2025-12-11T22:07Z [--] followers, [---] engagements


"$LUMN's talk at the Wells Fargo Summit (Nov 18) is worth a listen for investors unfamiliar with their turnaround story. Few can replicate the physical underground conduits connecting cities and access points the backbone for scaling enterprise fiber. Digging and laying those pipes is the costliest slowest part of network buildout. In todays AI CapEx-fatigue market (Look at $ORCL) $LUMNs CapEx is largely de-risked. Customers pre-fund builds through $10B+ PCF contracts. All major hyperscalers are rooting for Lumens success. https://twitter.com/i/web/status/2000041216352698455"  
[X Link](https://x.com/patienceisking/status/2000041216352698455)  2025-12-14T03:12Z [--] followers, [---] engagements


"$AKAM is sitting on a goldmine as the worlds most distributed edge network. With AI agents and inferencing on the rise the battleground is shifting to low latency high throughput and security. Akamai is already executing. The big news today: A partnership between $V and $AKAM. $V is leaning into "Agentic Commerce." They are issuing a "Digital Passport" (Trusted Agent Protocol) so AI bots can actually shop for you. $AKAM will be the ultimate filterdistinguishing between a "Bad Bot" (stealing data) and a "Trusted AI Agent" (buying your shoes)."  
[X Link](https://x.com/patienceisking/status/2001360855246483694)  2025-12-17T18:36Z [--] followers, [---] engagements


"AI capex fatigue is real. Expectations are cooling and $ORCL's recent shakeup is dragging down the whole supply chain. Cooling networking and storage are all getting hit unfairly. In my view the signal is just getting lost in the noise. Great time to start picking up quality growth stocks when my price target is hit. https://twitter.com/i/web/status/2001364337219281088 https://twitter.com/i/web/status/2001364337219281088"  
[X Link](https://x.com/patienceisking/status/2001364337219281088)  2025-12-17T18:50Z [--] followers, [---] engagements


"Honestly someone should write about $GHM turnaround from heat exchangers for cyclical energy/chemical markets to a niche defense (58% of 25' Rev) and space launch enabler (7%; $14.7M). Orders are ramping ($22M from [--] space players). They're hitting all the mega themes: nuclear (SMR partners) Navy (Mk48 torpedo production collaborating w/ $SAIC) and space (helped Blue Origin's first booster recovery in Nov). Barber-Nichols Grahams subsidiary in Colorado sits within about a [--] min drive from Denver's space cluster. Several are already $GHM customers. And with the LN2 test stand that went live"  
[X Link](https://x.com/patienceisking/status/2002833554800075222)  2025-12-21T20:08Z [--] followers, [---] engagements


"$GHM is also a critical contributor to the Navys supply chain supplying heat exchangers condensers and ejectors that are often solesourced for Navy applications. [--] new facilities are coming online two supporting space customers in CO/FL and one in NY focused on Navy programs so production is set to ramp. Looking forward to FY27 and beyond. https://www.youtube.com/watchv=OYqLn6-wfvU https://www.youtube.com/watchv=OYqLn6-wfvU"  
[X Link](https://x.com/patienceisking/status/2003548916965605749)  2025-12-23T19:31Z [--] followers, [--] engagements


"@pennycheck You've effectively highlighted the reasons for the underperformance of AI ETFs relative to the Nasdaq. Youre excellent at finding hidden alphas out of noise which Im still working on. Wishing you a wonderful Christmas"  
[X Link](https://x.com/patienceisking/status/2003871827853300014)  2025-12-24T16:54Z [--] followers, [---] engagements


"Im an investor but at the same time a researcher. I was amazed by how imec took a geometric approach to solving the physics-based issues arising from the lattice mismatch between GaAs and Si. The moment I saw the technology I knew they had deep expertise in fracture mechanics. That happens to be my field though Im in the chemical industry now. Investors might not care but from a scientific perspective its an absolute gem. Thanks for sharing https://www.azom.com/article.aspxArticleID=23985 https://www.azom.com/article.aspxArticleID=23985"  
[X Link](https://x.com/patienceisking/status/2003899976213020712)  2025-12-24T18:45Z [--] followers, [----] engagements


"@Heatonsr187428 Could you elaborate on its impact on Rambus"  
[X Link](https://x.com/patienceisking/status/2003979003665985728)  2025-12-25T00:00Z [--] followers, [--] engagements


"@InvestorDenis Been in $PGY since $9. ove their model vs $UPST. Even with record onboarding mgmt staying conservative and focused on upselling. Only worry If this support line depends on continuous growth one slip could get pricey"  
[X Link](https://x.com/patienceisking/status/2004617798488891621)  2025-12-26T18:18Z [--] followers, [---] engagements


"@BlackScholesMan my rule is to stay away from anything that hasn't de-SPACed yet but $CCCX is making me want to break it. I know a quantum scientist whose friend is a higher-up at Infleqtion and he says their tech is the real deal"  
[X Link](https://x.com/patienceisking/status/2004965722695532589)  2025-12-27T17:20Z [--] followers, [---] engagements


"Im quite familiar with the academic side of #1 Soft Robotics. Its mission was exactly as described which is to supplement rigid bodies in handling delicate objects but imho most research has been mediocre. Since academics are incentivized for novelty rather than practicality we often see the same ideas repeated over and over. With industry now moving in Im hopeful this will finally change. Its also funny how Soft Robotics became so popular. One of its 'fathers' George Whitesides at Harvard published a paper titled 'Soft Robotics for Chemists.' Since chemists don't typically know mechanical"  
[X Link](https://x.com/patienceisking/status/2006783158587416905)  2026-01-01T17:42Z [--] followers, [---] engagements


"The only satellite-focused event designed specifically for government and military stakeholders is scheduled for March 23-26 [----]. Speaking companies include: - Kratos $KTOS (2 speakers) - Viasat $VSAT (2 speakers) - Gilat $GILT (4 speakers) - SES $SGBAF (4 speakers) - Comtech $CMTL (2 speakers) - Iridium Communications $IRDM (2 speakers) - AST SpaceMobile $ASTS - Rocket Lab $RKLB - Telesat $TSAT - Voyager $VOYG - Firefly $FLY - many others like SpaceX Blue Origin $LMT https://www.satshow.com/speakers/ https://www.satshow.com/speakers/"  
[X Link](https://x.com/patienceisking/status/2007136873055957490)  2026-01-02T17:08Z [--] followers, [---] engagements


"@markflowchatter Are you sure it is $pwr"  
[X Link](https://x.com/patienceisking/status/2007158251738051005)  2026-01-02T18:33Z [--] followers, [--] engagements


"@pennycheck Looks like the K-shaped economy/stock market is here to stay especially with huge IPOs like SpaceX and OpenAI on the horizon. Top 10% own basically all the stocks and they may just pull away while everyone else gets left in the dust"  
[X Link](https://x.com/patienceisking/status/2007199390847643668)  2026-01-02T21:16Z [--] followers, [---] engagements


"@BlackScholesMan Interesting Ill look into it. $GHM has also expanded into underwater drones leveraging their expertise in torpedo production"  
[X Link](https://x.com/patienceisking/status/2007276553454137405)  2026-01-03T02:23Z [--] followers, [---] engagements


"Curious about your thoughts on $PENG. Its barely discussed on X but theyre a system integrator with strong expertise in hardware-agnostic orchestration. They've partnered with Dell and are already generating SaaS revenue from Koreas largest AI data center (Haein) through partnerships with SK Telecom. While big neoclouds and hyperscalers can handle orchestration in-house most companies can't and thats exactly the gap they fill. https://twitter.com/i/web/status/2007816494466429187 https://twitter.com/i/web/status/2007816494466429187"  
[X Link](https://x.com/patienceisking/status/2007816494466429187)  2026-01-04T14:08Z [--] followers, [---] engagements


"What is causing selloff of $LB It doesnt make sense for the situation in Venezuela to impact them as light sweet crude from the Permian is fundamentally different from Venezuela's heavy crude. Also it would take years to meaningfully expand and stabilize refinery operations which is still highly uncertain. https://twitter.com/i/web/status/2008269713374126483 https://twitter.com/i/web/status/2008269713374126483"  
[X Link](https://x.com/patienceisking/status/2008269713374126483)  2026-01-05T20:09Z [--] followers, [---] engagements


"@kingtutcap How can an account be red today These [--] indices are all strong green"  
[X Link](https://x.com/patienceisking/status/2008273492140019915)  2026-01-05T20:24Z [--] followers, [----] engagements


"Must be frustrating right Ive had similar experiences in my career so far. Ive pounded the table with unusual ideas that were critiqued or ignored only to see everyone jump on the bandwagon later. I still have at least 25+ years to go before retiring and I love what I do but man sometimes I just want to scream. Learning a lot from you in terms of finding quality stocks https://twitter.com/i/web/status/2008989737927991371 https://twitter.com/i/web/status/2008989737927991371"  
[X Link](https://x.com/patienceisking/status/2008989737927991371)  2026-01-07T19:50Z [--] followers, [---] engagements


"@LeoNelissen Looking forward to it. Im heavy in $LB"  
[X Link](https://x.com/patienceisking/status/2009384013060809113)  2026-01-08T21:57Z [--] followers, [---] engagements


"A must-read article published by the Association for Manufacturing Technology - Pessimistic narrative has gained particularly wide traction over the last [--] years as manufacturing employment has fallen by 35% from its peak in June [----] - Manufacturings share of real GDP has been fairly constant since the 1940s ranging from [----] percent to [----] percent - Productivity gains in manufacturing processes allowed these firms to increase output even amid the recent unprecedented worker shortages https://www.amtonline.org/article/unearthing-a-new-golden-age-of-us-manufacturing"  
[X Link](https://x.com/patienceisking/status/2009701059153846705)  2026-01-09T18:57Z [--] followers, [--] engagements


"Im not an expert so correct me if Im wrong but those subprime borrowers who are rejected due to the 10% credit card cap will likely migrate to the personal loan market which is one of $PGY s core verticals right This could serve as a true litmus test for their AI model as in seeing if it can effectively extract returns from subprime borrowers who were initially turned away. Well see how the market reacts tomorrow. Personally I feel this is a strong tailwind. $PGY value could be further re-rated if they successfully navigate this dynamic for both fintech and traditional lenders."  
[X Link](https://x.com/patienceisking/status/2010424531492470998)  2026-01-11T18:52Z [--] followers, [---] engagements


"Had the same thought. Were going to see more and more news about agentic commerce and $SPSC is highly likely to play a critical role. Theyre already so deeply embedded in supply chain logistics. All they need to do is be re-rated by market as the 'AI-based supply chain intelligence hub' they alluded to last week. https://twitter.com/i/web/status/2010427034950828065 https://twitter.com/i/web/status/2010427034950828065"  
[X Link](https://x.com/patienceisking/status/2010427034950828065)  2026-01-11T19:02Z [--] followers, [--] engagements


"@Mike10947310 $IDCC Waiting for the Jan 14th conference. They'll likely focus on the renewed licensing agreement with a Chinese smartphone manufacturer and the unresolved litigation with Amazon and others. So far the uncertainty with the litigation feels like a binding constraint"  
[X Link](https://x.com/patienceisking/status/2010453332658381054)  2026-01-11T20:46Z [--] followers, [---] engagements


"@kittykookarella"  
[X Link](https://x.com/patienceisking/status/2010661086815821928)  2026-01-12T10:32Z [--] followers, [--] engagements


"@BlackScholesMan I passed on this because of their filing compliance issues. Reminds me of $SHMD. interesting technology but the risk profile is a bit much for me. 😂 Still the brave and detail-oriented folks are the ones who catch the early worm. Im not"  
[X Link](https://x.com/patienceisking/status/2010691726176878713)  2026-01-12T12:33Z [--] followers, [----] engagements


"@FreightAlley Good to know that. When I looked at the plot I was confused because $ODFL have been recovering over the last few months"  
[X Link](https://x.com/patienceisking/status/2010801098320462273)  2026-01-12T19:48Z [--] followers, [--] engagements


"@FreightAlley Im a bit of a newbie here. Regarding demand the aggregate value seems fairly flat. Any thoughts The spot rate curve shows a clearer upward shift"  
[X Link](https://x.com/patienceisking/status/2010802875795210294)  2026-01-12T19:55Z [--] followers, [---] engagements


"@SpaceInvestor_D H2 [----] and [----] were insane years for space stocks. What is your [----] play"  
[X Link](https://x.com/patienceisking/status/2010803765868425680)  2026-01-12T19:59Z [--] followers, [---] engagements


"@InvestorDenis $AFRM -6.6% $UPST -7.9% $SOFI -3% $KLAR -2.7% $PGY -4.9% I was expecting worse"  
[X Link](https://x.com/patienceisking/status/2010820669123006938)  2026-01-12T21:06Z [--] followers, [---] engagements


"Despite the lukewarm reaction to $GILT yesterday the Needham conference shared some key takeaways about its growth potential. We also provide amplifiers to $AMZN which is about to be operative very soon. In discussions with IRIS2 which is a very large European initiative mainly defense-oriented and also commercial-oriented that could represent a very big opportunity for us. SES is also a MEO constellation. More than [--] satellites today. They expect to be more than [---] satellites in the next five years Gilat is the sole provider of equipment and solutions to it."  
[X Link](https://x.com/patienceisking/status/2011398892848312556)  2026-01-14T11:24Z [--] followers, [---] engagements


"I see $IDCC in the chart. Actually InterDigital isn't a software or SaaS company. They are an R&D engine for foundational standards. They develop the tech that enables massive video compression (shrinking 10TB to 10GB for global streaming) and essential cellular/WiFi communications. This isn't something 'vibe coding' can replace. It's deep patented engineering. That said the price trend has been weak lately. 2011: Software is Eating the World 2026: Software is Eating Itself https://t.co/zR3LxIvE76 2011: Software is Eating the World 2026: Software is Eating Itself https://t.co/zR3LxIvE76"  
[X Link](https://x.com/patienceisking/status/2011633069204389952)  2026-01-15T02:54Z [--] followers, [---] engagements


"@kingtutcap Weirdly true. Im good at a narrow topic that I honed through my engineering PhD but stock investing has turned me into a T-type person with broader knowledge than Id ever imagined having. This is transferable to my job as it makes me more literate in finance and strategy"  
[X Link](https://x.com/patienceisking/status/2011984759065284735)  2026-01-16T02:12Z [--] followers, [--] engagements


"$COHU It seems this company is hardly discussed here even though they went all in on the AI data center market starting in late 24'. They offer test & inspection equipment for HBM and AI processors"  
[X Link](https://x.com/patienceisking/status/2012034041655280027)  2026-01-16T05:27Z [--] followers, [---] engagements


"@Investinc_Intel @atsu_stock"  
[X Link](https://x.com/patienceisking/status/2012161253733486851)  2026-01-16T13:53Z [--] followers, [--] engagements


"@DenisODonoghue1 @InvestorDenis Sentiment is terrible right now. Im worried that even with a blowout earnings report well see another massive dump. Im just thankful my entry point was $10. Id be depressed if I were sitting on a $25+ average like a lot of the newer investors"  
[X Link](https://x.com/patienceisking/status/2012270782756393233)  2026-01-16T21:08Z [--] followers, [---] engagements


"Mysterious right $PGY gets a lot of hate as evidenced by its high short interest some of which is valid given the conservative take on current credit cycles. $PGY is one of the few stocks I own that make me scratch my head. Another great business $RMBS has finally started getting noticed recently. https://twitter.com/i/web/status/2012327797335654759 https://twitter.com/i/web/status/2012327797335654759"  
[X Link](https://x.com/patienceisking/status/2012327797335654759)  2026-01-17T00:55Z [--] followers, [---] engagements


"I've been holding $GHM for a while. Many view it as a boomer business due to their legacy in petrochemicals. But over the past few years they've transitioned into a significant often sole-source contributor to Navy submarines and now a growing foothold in the space value chain particularly launch sides ($22M order in Nov '25; FY25 rev: $15M). https://ir.grahamcorp.com/news-events/press-releases/detail/393/graham-corporation-secures-multiple-orders-from-leading https://ir.grahamcorp.com/news-events/press-releases/detail/393/graham-corporation-secures-multiple-orders-from-leading"  
[X Link](https://x.com/patienceisking/status/2012965410530877801)  2026-01-18T19:08Z [--] followers, [--] engagements


"Answer to 1st: Yes (aggregating 65% of revenue). To 2nd: I doubt it. Their stock movement has been phenomenal. It is essentially a ten-bagger from its low point in [----] when the transition had just started. To some investors it is viewed slow in this highly thematic trading era. There's more room to run as they've successfully completed the 'stabilize' stage. Check my post as well. https://x.com/patienceisking/status/2002833554800075222s=20 https://x.com/patienceisking/status/2002833554800075222s=20"  
[X Link](https://x.com/patienceisking/status/2012968426721980452)  2026-01-18T19:20Z [--] followers, [--] engagements


"@wallstengine Noise. Just enjoy Monday without worrying about the market"  
[X Link](https://x.com/patienceisking/status/2013042212343284127)  2026-01-19T00:13Z [--] followers, [--] engagements


"@wallstengine Market is closed on MLK day. This is all noise too. Enjoy Monday without worrying about it"  
[X Link](https://x.com/patienceisking/status/2013042551582826630)  2026-01-19T00:15Z [--] followers, [---] engagements


"SyQwest is located in the marine technology cluster in Rhode Island. They are within driving distance of Saab (a partner with SyQwest literally located next to each other) Vatn Systems (a partner with Hanhwa) and the US Naval Underwater Warfare Center (NUWC). Also at the Needham conference on Jan [--] the CEO also noted they are working with OEMs on anti-jamming tech and aim to expand their large product lines in this space. https://wsw.com/webcast/needham148/cts/2081142 https://wsw.com/webcast/needham148/cts/2081142"  
[X Link](https://x.com/patienceisking/status/2013072539300307444)  2026-01-19T02:14Z [--] followers, [--] engagements


"@Heatonsr187428 I could be wrong. Its first time seeing you mention $peng. Have you identified some catalyst I know the company but my conviction isnt strong. my understanding is limited though. A system integrator for enterprises and memory solutions"  
[X Link](https://x.com/patienceisking/status/2014867719754067998)  2026-01-24T01:07Z [--] followers, [--] engagements


"@trevhesinvests @D27357 Can you find more specific catalysts beyond whats already priced in Thats where the real alpha is. Below is quite generic which everyone knows. "The re-rating comes when the market believes $PGY's profitability is durable & steady not just a couple of good quarters""  
[X Link](https://x.com/patienceisking/status/2015142612781461994)  2026-01-24T19:20Z [--] followers, [---] engagements


"Defense stocks have been the key catalysts for revenue and share price appreciation over the last few years. Now they have to rethink why they own the stock. Mind sharing your insights I wasn't expecting an acquisition in the energy and petchem sectors. It looks like their technology will touch navy and space industries as well. https://twitter.com/i/web/status/2016224040940179952 https://twitter.com/i/web/status/2016224040940179952"  
[X Link](https://x.com/patienceisking/status/2016224040940179952)  2026-01-27T18:57Z [--] followers, [--] engagements


"$PRM has a complete monopoly in the wildfire space and a strong foothold in defense-grade firefighting foams. Id like to see more color on the new legacy PCB vertical and how its differentiated. It fits the onshoring theme well since most PCBs are imported from APAC a national security risk given their defense use. I own them. https://twitter.com/i/web/status/1997079331164782926 https://twitter.com/i/web/status/1997079331164782926"  
[X Link](https://x.com/patienceisking/status/1997079331164782926)  2025-12-05T23:03Z [--] followers, [---] engagements


"@sugarpilestrats It's a huge shift: expanding from wildfire products to legacy PCB manufacturing and now to the medical field. I understand the thesis behind the PCB acquisitiondo you have any insights regarding the move into the medical sector"  
[X Link](https://x.com/patienceisking/status/1999145651603460268)  2025-12-11T15:54Z [--] followers, [--] engagements


"These companies have one thing in common: they operate as a 'toll road' on mission-critical low-cost products/services making customer relationships incredibly sticky. TransDigm $TDG: A toll road on the aerospace aftermarket with niche regulatory-driven small-cost parts (90% proprietary 80% sole-source). Up 50X since its 06' IPO. Founder Nick Howley brought key figures from $TDG to Perimeter Solutions $PRM which he took public to build the '2nd TransDigm'. Up 9x from its 23' bottom. It is a toll road on wildfire control (100% US market share) and is now expanding into PCB assembly and medical"  
[X Link](https://x.com/patienceisking/status/2005491148572270835)  2025-12-29T04:08Z [--] followers, [---] engagements


"$CITR ($150M mkt cap) is only the second fire-focused company traded on the NYSE following $PRM ($4B mkt cap). I believe they are currently at an inflection point. A key milestone occurred in Dec 25' when they formed a partnership with a lumber company to produce Class A fire-rated products. Their solution is the only EPA Safer Choice-certified product on the market. Unlike legacy fire-retardant treated wood (FRTW) products it does not require pressure impregnation effectively solving the performance-toxicity tradeoff and reducing manufacturing complexity. This unique value proposition allows"  
[X Link](https://x.com/patienceisking/status/2005632534881636519)  2025-12-29T13:30Z [--] followers, [---] engagements


"@mply_cap Sir Nick Howley 🫡 $PRM"  
[X Link](https://x.com/patienceisking/status/2008394247393714330)  2026-01-06T04:24Z [--] followers, [---] engagements


"$DOW and $LYB have been under pressure throughout [----] largely due to the chronic oversupply of polyethylene (PE). However for the first time Im seeing a sustained uptick in PE prices. I am wondering if we will see a structural turnaround in [----] rather than a transient one. Falling natural gas prices are a massive tailwind for these companies because it serves as their primary feedstock. https://twitter.com/i/web/status/2009320929189572769 https://twitter.com/i/web/status/2009320929189572769"  
[X Link](https://x.com/anyuser/status/2009320929189572769)  2026-01-08T17:46Z [--] followers, [----] engagements


"@GeoInvesting @DrJebaim Not just as an investor but as a tech enthusiast Im eager to see if the executives narrative on the duality will pan out. $TGEN has already taken the first step through the collaboration with Vertiv that kicked off last year"  
[X Link](https://x.com/patienceisking/status/2009615084440752269)  2026-01-09T13:15Z [--] followers, [---] engagements


"$TIC Jan [--] [----] JPMorgan initiated coverage on TIC Solutions with an Overweight rating and a price target of $16.00 representing approximately 50% potential upside from current levels. JPMorgan cited a recent visit to TICs Cincinnati facility as reinforcing its conviction in the companys technical depth operational discipline and tangible progress on integration initiatives. https://twitter.com/i/web/status/2009617877528125936 https://twitter.com/i/web/status/2009617877528125936"  
[X Link](https://x.com/patienceisking/status/2009617877528125936)  2026-01-09T13:26Z [--] followers, [----] engagements


"$AKAM Morgan Stanley has upgraded Akamai Technologies from Underweight to Overweight while raising its price target to $115.00 from $83.00. The upgrade comes as Morgan Stanley believes Akamai is approaching "an important inflection point" in its long-term business model evolution. Akamai aims to enhance security controls for AI-powered commerce focusing on authenticating AI agents and ensuring secure transactions https://twitter.com/i/web/status/2010675538000510988 https://twitter.com/i/web/status/2010675538000510988"  
[X Link](https://x.com/patienceisking/status/2010675538000510988)  2026-01-12T11:29Z [--] followers, [---] engagements


"After Trump announced a 10% cap on CC interest rate: $KLAR pre-market up by 6.8% $AFRM pre-market up by 4.7% $PGY pre-market down by 1.7% May 2025: Issued $300M to fund Klarna Sep 2025: Pagayas thought on Klarna IPO Our AI-driven underwriting products and diversified capital network are enabling BNPL providers to reach more consumers expand their offerings and do so in a responsible and sustainable way. We believe BNPL will remain a critical part of the future of consumer finance one that is embedded data-rich and better aligned with the needs of todays buyers and merchants. BNPL and"  
[X Link](https://x.com/patienceisking/status/2010690625193050249)  2026-01-12T12:29Z [--] followers, [----] engagements


"@aleabitoreddit $RMBS all the way"  
[X Link](https://x.com/patienceisking/status/2014369401252757609)  2026-01-22T16:07Z [--] followers, [----] engagements


"@setiriver @spacanpanman I dont own enough $PRM"  
[X Link](https://x.com/patienceisking/status/2014399034656481735)  2026-01-22T18:05Z [--] followers, [---] engagements


"@SayNoToTrading Unrelated. Everyone in my company hates $TDY for their overcharging of equipment maintenance services. But. there is no alternative so they have pricing power"  
[X Link](https://x.com/patienceisking/status/2014437077400551876)  2026-01-22T20:36Z [--] followers, [---] engagements


"@SayNoToTrading Totally. Im in $PRM almost solely cuz of the Howley factor"  
[X Link](https://x.com/patienceisking/status/2014438544194818345)  2026-01-22T20:42Z [--] followers, [---] engagements


"@10baggerPicks Processing the acquisition. Market doesnt seem to like it. I use Flacktek products on a daily basis. Interesting buy"  
[X Link](https://x.com/patienceisking/status/2016199685422100969)  2026-01-27T17:20Z [--] followers, [--] engagements


"Its very interesting that a defense/energy/space tech company $GHM has now direct exposure to Anduril via the acquisition of FlackTek that was announced yesterday. Anduril uses FlackTeks equipment to process rocket fuel but the market doesnt seem to know this yet. @aleabitoreddit @BlackScholesMan @pennycheck https://www.anduril.com/news/anduril-industries-and-flacktek-partner-to-revolutionize-production-of-rocket-motor-systems https://www.anduril.com/news/anduril-industries-and-flacktek-partner-to-revolutionize-production-of-rocket-motor-systems"  
[X Link](https://x.com/patienceisking/status/2016257200977543508)  2026-01-27T21:09Z [--] followers, [--] engagements


"I work at a major chemical company. PFAS replacement/removal are the most critical topics right now especially since 3M phased out all PFAS products at the end of last year. This has created huge voids in the market and only a few have been filled by PFAS-free alternatives. In many high-end applications where performance is mission-critical PFAS products remain in use because there are currently no alternatives. Thanks for sharing the company that Ive never heard of"  
[X Link](https://x.com/patienceisking/status/2016278081028423858)  2026-01-27T22:32Z [--] followers, [--] engagements


"@10baggerPicks Thank you. Could you share the source that mentions "super cycles""  
[X Link](https://x.com/patienceisking/status/2016318362951827647)  2026-01-28T01:12Z [--] followers, [--] engagements


"@StonkChris My cost basis is $70. Should it dip below $80 for whatever reason I'm going to buy in bulk"  
[X Link](https://x.com/patienceisking/status/2016356190771396932)  2026-01-28T03:42Z [--] followers, [--] engagements


"@jonathanmendez No $2B isn't from AI. they oversold it today"  
[X Link](https://x.com/patienceisking/status/2017093657187283201)  2026-01-30T04:32Z [--] followers, [--] engagements


"@QuipusCapital Im sure employee morale is in the gutter. Theres going to be a lot of friction once the new productivity initiatives (Transform to Outperform) are implemented. If I may predict: more work for everyone but less actually gets done. Looks great on paper"  
[X Link](https://x.com/patienceisking/status/2017094378058035257)  2026-01-30T04:35Z [--] followers, [--] engagements


"@QuipusCapital As far as I know they are collaborating with consulting firms. So you know"  
[X Link](https://x.com/patienceisking/status/2017218830687228082)  2026-01-30T12:50Z [--] followers, [--] engagements


"Oversimplified take on his stance: He's backing Trump's deregulatory push and the AI productivity boom. I'm not an economist. Just a retail investor. Maybe one rate cut could look good short-term syncing with Trump's growth push. But if they do another one it'd scream economic weakness like inflation risks reigniting or productivity stalling just amplifying market jitters. One great scenario is cutting rates once to juice up the market while productivity gains actually show up visibly letting them freeze rates as a sign of a healthy US economy."  
[X Link](https://x.com/patienceisking/status/2018067543974383630)  2026-02-01T21:02Z [--] followers, [---] engagements


"No one wanted to touch $LYB and $DOW last year yet they are climbing back up this year. While business conditions remain abysmal the market is beginning to digest them. This highlights the beauty of owning cyclical chemical giants with staying power. Global capacity rationalization is underway and all eyes are on Chinas "anti-involution" efforts. However employee morale is in the gutterthat much I know for sure. Despite a [----] headcount reduction at Dow at least their ESPP from last year should be up nearly 50%. $DOW and $LYB have been under pressure throughout [----] largely due to the chronic"  
[X Link](https://x.com/anyuser/status/2018746422087057878)  2026-02-03T18:00Z [--] followers, [---] engagements


"accumulated $PGY at around $10 in [----] and early [----] when sentiment was in the gutter. Some say that when you have invincible conviction a -50% price action doesnt matter. I dont know when Ill reach that level of discipline (or if its even reachable) but $PGY is probably one of the closest I've ever been to it. Now the fundamentals are stronger than ever yet with credit/SaaS concerns its selling off like crazy. Since the $20 support was broken Ive started revisiting my thesis to see if Im missing something. If this is what many think (and I bet its true) we may see price action we don't want"  
[X Link](https://x.com/anyuser/status/2019068647222726820)  2026-02-04T15:20Z [--] followers, [----] engagements


"$FSLR is shifting from pure R&D post-Evolar acquisition (2023) into perovskite scaling/integration. What timing Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still mostly in R&D phase but some megawatt-class pilot lines have been announced. Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still"  
[X Link](https://x.com/anyuser/status/2019082825459241086)  2026-02-04T16:17Z [--] followers, [---] engagements


"Check $SOTK. NREL (collaborated with $ASTI on perovskite) use their spray coating equipment. Just google "National Renewable Energy Laboratory" "sonotek" you will find multiple journal articles. imec published a paper on perovskite solar cells using their equipment too. @10baggerPicks has done fantastic DD on $SOTK https://x.com/10baggerPicks/status/2017651130327830673s=20 https://x.com/10baggerPicks/status/2017651130327830673s=20"  
[X Link](https://x.com/patienceisking/status/2019119650122997910)  2026-02-04T18:43Z [--] followers, [---] engagements


"@marketremors I own a fair amount of $PGY but Im not high on hopium regarding a massive rate crash. Even with a new Chair the Feds power is limited by the committee. We might get a slight trim but nothing drastic. Im curbing my expectations and playing the long game"  
[X Link](https://x.com/patienceisking/status/2019214830264283472)  2026-02-05T01:01Z [--] followers, [---] engagements


"Ive been buying $LYB and $DOW because they were deeply out of favor and I noticed a nice turnaround in PE/PP prices despite the media's constant warnings about global overcapacity. Im enjoying the price action especially with the heavy sell-off in SaaS and tech. However I can't help but feel that this upward trend is just a 'coiled spring' snapping back. Fundamental business conditions remain tough and a full recovery could still be several quarters away. That said it may not run out of steam for awhile due to all the negative narratives on tech. After all I cant predict exact upside. I just"  
[X Link](https://x.com/patienceisking/status/2019304455515090965)  2026-02-05T06:57Z [--] followers, [---] engagements


"I thought the AI narrative was becoming a headwind for stocks. Before the focus shifted to AI infrastructure private equity firms were heavily invested in software and that exposure remains significant. Consequently the fear that AI will "eat" traditional software is working against PEs especially as default rates begin to climb. https://twitter.com/i/web/status/2019556853747753262 https://twitter.com/i/web/status/2019556853747753262"  
[X Link](https://x.com/patienceisking/status/2019556853747753262)  2026-02-05T23:40Z [--] followers, [---] engagements


"$GHM earnings call today: Several analysts questioned the FlackTek acquisition. MEGA their new "lab-to-production" offering was co-developed with Anduril which has since become the #3 supplier of solid rocket motors. The MEGA product line will be exclusive to Anduril for now. However this partnership is opening doors. FlackTek is now targeting energetics where traditional blade mixing struggles with low throughput and contamination. With equipment already used by SpaceX QuantumScape and many others I look forward to their role in advancing US lean manufacturing for aerospace defense and"  
[X Link](https://x.com/anyuser/status/2019861656076186029)  2026-02-06T19:52Z [--] followers, [---] engagements


"Every investor has that one stock that taught them a lesson. For me it is $PGY. Back to negative returns as I bought sizable amounts at $30 and then $20 since Q4 last year after buying a ton at $10. I ignored the macro warnings of a looming credit crunch which drove market sentiment to the gutter. I already have a firm rule against healthcare stocks. maybe its time to put fintech in the same boat. accumulated $PGY at around $10 in [----] and early [----] when sentiment was in the gutter. Some say that when you have invincible conviction a -50% price action doesnt matter. I dont know when Ill"  
[X Link](https://x.com/anyuser/status/2021772921098662369)  2026-02-12T02:26Z [--] followers, [---] engagements


"All you can do if you have a strong conviction is to buy sizable amounts now and focus on what you can control in your life. All those facts won't matter until they do. Since youve been pounding the table did you put your money where your mouth is Sharing your positions will help your audience more than just posting numbers that many already know. Just my [--] cents"  
[X Link](https://x.com/patienceisking/status/2021980900204880060)  2026-02-12T16:13Z [--] followers, [---] engagements


"We saw an insane bull market from April [----] to mid-October (1st circle). During this period the BBB spread dropped sharply. When it goes above 1.5% the real economy starts to become concerning. We can mark a couple more circles: from mid-October [----] to mid-November (2nd circle) many high-beta stocks took a hit and then rebounded until early February [----] (3rd circle). Now the BBB spread is heading up again and high-beta stocks are under pressure once more. Overall however the US economy is not yet a concern as the BBB spread remains at its lowest level in the past decade."  
[X Link](https://x.com/anyuser/status/2022172612999217196)  2026-02-13T04:54Z [--] followers, [--] engagements


"Everyone is saying credit easing is good for $pgy. But the nuanced complex is barely discussed here. If Fed is reacting to a recession or acting preemptively to avoid one is what truly matters. Its very complex and its better not to have hopium. I own sizable portions since below $10. https://twitter.com/i/web/status/2023205238291698067 https://twitter.com/i/web/status/2023205238291698067"  
[X Link](https://x.com/patienceisking/status/2023205238291698067)  2026-02-16T01:18Z [--] followers, [---] engagements


"I dont see much talk about $CTS here even though they are active in the Navys torpedo and UUV programs. Since acquiring SyQwest in July [----] they have moved up the supply chain to provide hydrophones transducers and sonar subsystems. They are currently in a transition phase shifting away from traditional transportation into a revenue mixfocusing on medical and aerospace/defense. The caveat is that they're not a pure play like $CODA and $KRKNF and their growth will remain flattish due to the transportation sector. https://twitter.com/i/web/status/2013072058041643335"  
[X Link](https://x.com/patienceisking/status/2013072058041643335)  2026-01-19T02:12Z [--] followers, [---] engagements


"@BlackScholesMan A boring non-pureplay related to UUVs that is barely discussed on X though you may have already looked into it: $CTS"  
[X Link](https://x.com/patienceisking/status/2013075772513149143)  2026-01-19T02:27Z [--] followers, [--] engagements


"$HUN $CE $DOW $EMN $LYB They sell polyethylene polypropylene and polyurethanes. Commodity chems still drowning in overcapacity. Their earnings are tied to construction packaging and automotive industries. The [----] outlook of those sectors is still underwater but market knows something. https://twitter.com/i/web/status/2019102493221728438 https://twitter.com/i/web/status/2019102493221728438"  
[X Link](https://x.com/anyuser/status/2019102493221728438)  2026-02-04T17:35Z [--] followers, [---] engagements


"Im not an economist so I dont want to mislead you; please verify this with reliable sources to build your own logic. Im sharing one here. The market is currently worried about a recession which could trigger chain reactions like capex cuts and bubbles bursting. The fintech industry is particularly sensitive to these shifts yet on X most people are just fixated on how the market is 'misunderstanding' $PGY. Dont turn a blind eye to the bigger picture. While fundamentals matter the market is forward-looking and its arrogant to maintain an 'Im right youre wrong' attitude."  
[X Link](https://x.com/patienceisking/status/2023212593058341242)  2026-02-16T01:47Z [--] followers, [--] engagements


"We saw an insane bull market from April [----] to mid-October (1st circle). During this period the BBB spread dropped sharply. When it goes above 1.5% the real economy starts to become concerning. We can mark a couple more circles: from mid-October [----] to mid-November (2nd circle) many high-beta stocks took a hit and then rebounded until early February [----] (3rd circle). Now the BBB spread is heading up again and high-beta stocks are under pressure once more. Overall however the US economy is not yet a concern as the BBB spread remains at its lowest level in the past decade."  
[X Link](https://x.com/anyuser/status/2022172612999217196)  2026-02-13T04:54Z [--] followers, [--] engagements


"Every investor has that one stock that taught them a lesson. For me it is $PGY. Back to negative returns as I bought sizable amounts at $30 and then $20 since Q4 last year after buying a ton at $10. I ignored the macro warnings of a looming credit crunch which drove market sentiment to the gutter. I already have a firm rule against healthcare stocks. maybe its time to put fintech in the same boat. accumulated $PGY at around $10 in [----] and early [----] when sentiment was in the gutter. Some say that when you have invincible conviction a -50% price action doesnt matter. I dont know when Ill"  
[X Link](https://x.com/anyuser/status/2021772921098662369)  2026-02-12T02:26Z [--] followers, [---] engagements


"accumulated $PGY at around $10 in [----] and early [----] when sentiment was in the gutter. Some say that when you have invincible conviction a -50% price action doesnt matter. I dont know when Ill reach that level of discipline (or if its even reachable) but $PGY is probably one of the closest I've ever been to it. Now the fundamentals are stronger than ever yet with credit/SaaS concerns its selling off like crazy. Since the $20 support was broken Ive started revisiting my thesis to see if Im missing something. If this is what many think (and I bet its true) we may see price action we don't want"  
[X Link](https://x.com/anyuser/status/2019068647222726820)  2026-02-04T15:20Z [--] followers, [----] engagements


"Interesting perspective on current and near-term mechanics of money flow in the stock market 2026spyqqqbuy&hold IGV6t1/10AI Agent Anthropic Claude CoworkSeat-based IT 8% AI $100% 2026spyqqqbuy&hold IGV6t1/10AI Agent Anthropic Claude CoworkSeat-based IT 8% AI $100%"  
[X Link](https://x.com/anyuser/status/2020319952486400370)  2026-02-08T02:13Z [--] followers, [---] engagements


"2026spyqqqbuy&hold IGV6t1/10AI Agent Anthropic Claude CoworkSeat-based IT 8% AI $100% AI SaaS XLI XLE XLP XLF20202021 SaaS 100%AI IGV spx AI SaaS AI OpenAI AnthropicDatabricksSpaceX IPO traderinvestor https://twitter.com/i/web/status/2020254206725374308 https://twitter.com/i/web/status/2020254206725374308"  
[X Link](https://x.com/anyuser/status/2020254206725374308)  2026-02-07T21:51Z [----] followers, 203.6K engagements


"$GHM earnings call today: Several analysts questioned the FlackTek acquisition. MEGA their new "lab-to-production" offering was co-developed with Anduril which has since become the #3 supplier of solid rocket motors. The MEGA product line will be exclusive to Anduril for now. However this partnership is opening doors. FlackTek is now targeting energetics where traditional blade mixing struggles with low throughput and contamination. With equipment already used by SpaceX QuantumScape and many others I look forward to their role in advancing US lean manufacturing for aerospace defense and"  
[X Link](https://x.com/anyuser/status/2019861656076186029)  2026-02-06T19:52Z [--] followers, [---] engagements


"Just my thought that may be garbage. The current market feels like multiple springs connected to one another. We are seeing an unwinding due to changes in the USD/JPY spread and 'Warsh-ness' alongside SaaS and private equity fears. These swiftly changing narratives have caused high-beta stock prices to push and snap back fueled by the liquidation of highly liquid coins and highly leveraged precious metals. We witnessed a chain reaction of liquidations between these assets that eventually spilled into high-beta stocks. Todays market shows a clear snap-back of those highly compressed springs a"  
[X Link](https://x.com/anyuser/status/2019854180601434301)  2026-02-06T19:22Z [--] followers, [--] engagements


"Just a couple of weeks ago many were boasting about their YTD returns. They will surely return once the market recovers. However hopefully those who have done this before are self-reflective enough to learn from this selloff. At the very least if you want to show off go aheadbut share the context and the lessons learned. Otherwise its just an exercise in feeding your ego. Everyone hold tight and enjoy the evening with your loved ones. 😉"  
[X Link](https://x.com/anyuser/status/2019540135033884852)  2026-02-05T22:34Z [--] followers, [--] engagements


"Fed Governor Lisa Cook spoke about market volatility and potential scenarios (e.g. unwinding) last November. Here are some interesting quotes. I may have to read several times to digest deep insights. "during episodes of stress the unwinding of crowded positions in such trades could magnify instability in these markets" "Researchers have also pointed to the risk that generative AI could engage in collusion and market manipulation rigging the system to favor those employing the technology." https://www.federalreserve.gov/newsevents/speech/cook20251120a.htm"  
[X Link](https://x.com/anyuser/status/2019432667297497236)  2026-02-05T15:27Z [--] followers, [--] engagements


"Since I'm having a day off I had a chance to review the price action of companies I work with in the Basic Materials and Consumer Defensive sectors. To be clear this is not an attempt to provide a definitive explanation. Most if not all of these companies were out of favor in the market throughout [----]. Their employees have been concerned about mediocre PMI and tariffs (indeed PMI and feedstock/commodity prices are frequently discussed during internal meetings to kick/hold off projects). Basic Materials Sector: While the sector as a whole is selling off there is a clear bifurcation."  
[X Link](https://x.com/anyuser/status/2019130079062942149)  2026-02-04T19:24Z [--] followers, [---] engagements


"$HUN $CE $DOW $EMN $LYB They sell polyethylene polypropylene and polyurethanes. Commodity chems still drowning in overcapacity. Their earnings are tied to construction packaging and automotive industries. The [----] outlook of those sectors is still underwater but market knows something. https://twitter.com/i/web/status/2019102493221728438 https://twitter.com/i/web/status/2019102493221728438"  
[X Link](https://x.com/anyuser/status/2019102493221728438)  2026-02-04T17:35Z [--] followers, [---] engagements


"$FSLR is shifting from pure R&D post-Evolar acquisition (2023) into perovskite scaling/integration. What timing Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still mostly in R&D phase but some megawatt-class pilot lines have been announced. Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still"  
[X Link](https://x.com/anyuser/status/2019082825459241086)  2026-02-04T16:17Z [--] followers, [---] engagements


"Lots of interest in perovskite solar cells after Elon's team visited Chinese solar companies. Let me provide a quick overview of what's happening in the Chinese perovskite ecosystem. Pervoskite is still mostly in R&D phase but some megawatt-class pilot lines have been announced. LONGi achieved a power conversion efficiency of 34.85% for a two-terminal tandem perovskite solar cell in April [----]. Their flexible perovskite-silicon tandem also achieved 33.35% efficiency. JinkoSolar achieved 34.76% efficiency for a perovskite-silicon tandem cell based on TOPCon n-type wafers in December 2025."  
[X Link](https://x.com/anyuser/status/2019001051626770865)  2026-02-04T10:52Z 110.2K followers, 47.4K engagements


"No one wanted to touch $LYB and $DOW last year yet they are climbing back up this year. While business conditions remain abysmal the market is beginning to digest them. This highlights the beauty of owning cyclical chemical giants with staying power. Global capacity rationalization is underway and all eyes are on Chinas "anti-involution" efforts. However employee morale is in the gutterthat much I know for sure. Despite a [----] headcount reduction at Dow at least their ESPP from last year should be up nearly 50%. $DOW and $LYB have been under pressure throughout [----] largely due to the chronic"  
[X Link](https://x.com/anyuser/status/2018746422087057878)  2026-02-03T18:00Z [--] followers, [---] engagements


"$DOW and $LYB have been under pressure throughout [----] largely due to the chronic oversupply of polyethylene (PE). However for the first time Im seeing a sustained uptick in PE prices. I am wondering if we will see a structural turnaround in [----] rather than a transient one. Falling natural gas prices are a massive tailwind for these companies because it serves as their primary feedstock. https://twitter.com/i/web/status/2009320929189572769 https://twitter.com/i/web/status/2009320929189572769"  
[X Link](https://x.com/anyuser/status/2009320929189572769)  2026-01-08T17:46Z [--] followers, [----] engagements


"If $DOW can meaningfully integrate AI and automation within a 3-5 year timeframe I'm confident any F [---] company can achieve it. From what I know integration has been sluggish across nearly all functions so far. Today they pretty much said they're transforming their 'DNA' or 'culture'. I'm intrigued they even mentioned AI and automation. They're partnering with $AI to boost plant efficiency and with $MSFT to save $$ on outbound shipping fees. Honestly they should hire battle-tested front-line engineers from veterans like $PLTR and have each team directly work with the engineers despite the"  
[X Link](https://x.com/anyuser/status/2017090228175933771)  2026-01-30T04:19Z [--] followers, [---] engagements


"I don't get too hung up on $GHM valuation metrics. As someone who uses FlackTek mixers daily for R&D Im honestly floored that this tech is being scaled for missile and hypersonic mass production. The real kicker isn't just the hardware; its the recurring revenue. Since these containers are single-use and far from cheap the costs snowball quickly for the end-user. I already knew 3D printing $VELO was the backbone of smart lean munition manufacturing but I hadn't realized the mixer was such a vital piece of that same puzzle. Its the missing link in the system. Some quotes from the Anduril"  
[X Link](https://x.com/anyuser/status/2016327685635482107)  2026-01-28T01:49Z [--] followers, [--] engagements


"FlackTek has now become part of $GHM As a materials scientist I can concur that their mixing equipment is indispensable to thousands of US-based companies and universities. Meet the GOAT🐐 Weve partnered with FlackTek to develop and manufacture the worlds most advanced solid rocket motor propellant mixing machine: The Mega FlackTek aka The GOAT This mixer will revolutionize solid rocket motor (SRM) production driving over 24x increase in https://t.co/oOIMYJAOY5 Meet the GOAT🐐 Weve partnered with FlackTek to develop and manufacture the worlds most advanced solid rocket motor propellant mixing"  
[X Link](https://x.com/anyuser/status/2016296175754756321)  2026-01-27T23:44Z [--] followers, [---] engagements


"Meet the GOAT🐐 Weve partnered with FlackTek to develop and manufacture the worlds most advanced solid rocket motor propellant mixing machine: The Mega FlackTek aka The GOAT This mixer will revolutionize solid rocket motor (SRM) production driving over 24x increase in throughput when compared to conventional mixers of similar size. https://www.anduril.com/article/anduril-industries-and-flacktek-partner-to-revolutionize-production-of-rocket-motor-systems/ https://www.anduril.com/article/anduril-industries-and-flacktek-partner-to-revolutionize-production-of-rocket-motor-systems/"  
[X Link](https://x.com/anyuser/status/1841920631904059474)  2024-10-03T19:17Z 218.1K followers, 281.3K engagements


"Rainman here are my [--] cents on $GHM I owned the stock a few years ago (and at many different times over multiple decades). It always treated me well when my timing was right. At one time they had large gas-fired power generation-related orders from Calpine (which disappeared when Calpine found itself in difficulties). About 2-3 years ago $GHM faced a severe operational and financial crisis centered on its Batavia NY facility. Gross marginstypically around 20% for this industryplummeted to approximately 7% in FY2022. The Batavia operation was hemorrhaging cash and dragging down the entire"  
[X Link](https://x.com/anyuser/status/2016251498682786024)  2026-01-27T20:46Z [---] followers, [---] engagements

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