# ![@peonyKingOF Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1321879138903465986.png) @peonyKingOF peony

peony posts on X about $rell, in the, $oii, $asti the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1321879138903465986/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1321879138903465986/c:line/m:interactions.svg)

- [--] Week [------] -1.30%
- [--] Month [-------] +135%
- [--] Months [---------] +6.40%
- [--] Year [---------] -95%

### Mentions: [--] [#](/creator/twitter::1321879138903465986/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1321879138903465986/c:line/m:posts_active.svg)

- [--] Week [--] -50%
- [--] Month [---] +14%
- [--] Months [-----] -9.70%
- [--] Year [-----] -46%

### Followers: [-----] [#](/creator/twitter::1321879138903465986/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1321879138903465986/c:line/m:followers.svg)

- [--] Week [-----] +5.70%
- [--] Month [-----] +12%
- [--] Months [-----] +31%
- [--] Year [-----] +56%

### CreatorRank: [-------] [#](/creator/twitter::1321879138903465986/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1321879138903465986/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  18.42% [finance](/list/finance)  12.5% [countries](/list/countries)  7.24% [celebrities](/list/celebrities)  6.58% [technology brands](/list/technology-brands)  3.95% [cryptocurrencies](/list/cryptocurrencies)  1.97% [automotive brands](/list/automotive-brands)  1.97% [currencies](/list/currencies)  0.66% [musicians](/list/musicians)  0.66% [social networks](/list/social-networks)  0.66%

**Social topic influence**
[$rell](/topic/$rell) #15, [in the](/topic/in-the) 10.53%, [$oii](/topic/$oii) #3, [$asti](/topic/$asti) #3, [ai](/topic/ai) 7.89%, [solar](/topic/solar) 7.24%, [company](/topic/company) 5.26%, [greenland](/topic/greenland) #1109, [$rime](/topic/$rime) #19, [the most](/topic/the-most) 3.29%

**Top accounts mentioned or mentioned by**
[@pennycheck](/creator/undefined) [@space__death_](/creator/undefined) [@beach_trades](/creator/undefined) [@bsacamanov](/creator/undefined) [@shitadel_poo](/creator/undefined) [@reformed_trader](/creator/undefined) [@valienvision](/creator/undefined) [@etstock](/creator/undefined) [@antarcticapital](/creator/undefined) [@shieldaitech](/creator/undefined) [@spacanpanman](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@bsiegelir](/creator/undefined) [@zephyrz9](/creator/undefined) [@mikeaxolotl](/creator/undefined) [@valuenotdeadyet](/creator/undefined) [@rklbinvest](/creator/undefined) [@beachtrades](/creator/undefined) [@alchemisttwits](/creator/undefined) [@riceforthought](/creator/undefined)

**Top assets mentioned**
[Oceaneering International Inc. (OII)](/topic/$oii) [First Solar, Inc. (FSLR)](/topic/$fslr) [3D Systems Corp (DDD)](/topic/$ddd) [Centrus Energy Corp. (LEU)](/topic/$leu) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Enphase Energy Inc (ENPH)](/topic/$enph) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Datadog Inc (DDOG)](/topic/$ddog) [Bloom Energy Corporation (BE)](/topic/$be) [Tesla, Inc. (TSLA)](/topic/$tsla) [The GEO Group, Inc. (GEO)](/topic/$geo) [Regal Rexnord, Corp. (RRX)](/topic/$rrx) [Heroes of NFT (HON)](/topic/$hon) [Aspen Aerogels, Inc. (ASPN)](/topic/$aspn) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Redwire Corporation (RDW)](/topic/$rdw) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Planet Labs PBC (PL)](/topic/$pl) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Coupang, Inc.  (CPNG)](/topic/$cpng) [American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Sidus Space, Inc. (SIDU)](/topic/$sidu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ASTI tech remains poorly understood. Here is my attempt to clarify where their value lies. First to clear up some terminology. Perovskite is not Space Perovskite is simply a type of crystal structure that allows thinner solar cells. Its made using materials that support a ABX3 crystal structure. However to take a perovskite array and deploy to space also requires (a) durability and (b) packaging / deployment i.e. ability to roll / unroll without damaging the cells. There are a number of companies that are working on perovskite - some of which post rather high efficiencies. However it remains"  
[X Link](https://x.com/peonyKingOF/status/2022392774646173901)  2026-02-13T19:29Z [----] followers, [----] engagements


"While my bull thesis on $RELL centers around the transformative potential of their ESS product. Questions about the semi side have come up thought. Mainly in [----] semi rev was 40m and that dropped to 20m in [----]. It seems clear this was an inventory issue not market share. This has been addressed in a few ERs since and it does seem conceivable that they are due to post record rev from semis (highlighted below). https://twitter.com/i/web/status/2022413074561466656 https://twitter.com/i/web/status/2022413074561466656"  
[X Link](https://x.com/peonyKingOF/status/2022413074561466656)  2026-02-13T20:50Z [----] followers, [----] engagements


"I get to post a gorr meme every time it hits a new handle. I don't make the rules. $RIME. Going long the most loathed company in the market. I like cognitive dissonance. It's possible to recognize the market completely over-reacted and at the same time this is an interesting micro-cap with potential upside. Pivot seems to have substance despite being $RIME. Going long the most loathed company in the market. I like cognitive dissonance. It's possible to recognize the market completely over-reacted and at the same time this is an interesting micro-cap with potential upside. Pivot seems to have"  
[X Link](https://x.com/peonyKingOF/status/2022413979910574465)  2026-02-13T20:54Z [----] followers, [----] engagements


"@pennycheck This thing has been a pre-market favorite for months in terms of people just screwing around with low floats. Seems like a perfect recipe - smart people gonna short it off the news - and traders are gonna swamp it like they always been"  
[X Link](https://x.com/peonyKingOF/status/2022417613641666924)  2026-02-13T21:08Z [----] followers, [---] engagements


"Missed a $RIME handle fucking around with $RELL DD. Taking my 4x and bouncing. I get to post a gorr meme every time it hits a new handle. I don't make the rules. https://t.co/TrmPlhNpAh I get to post a gorr meme every time it hits a new handle. I don't make the rules. https://t.co/TrmPlhNpAh"  
[X Link](https://x.com/peonyKingOF/status/2022429966601015581)  2026-02-13T21:57Z [----] followers, [----] engagements


"In the current market climate small caps and micro caps also almost never go from being an undervalued unknown to a reasonable valuation. They go from unknown - to unreasonably high valuations. There are few exceptions. I am not actually not wildly bullish on the incremental revenue from the BESS roll-out. I think 50m is likely where they will land. Its this multiples scenario where you easily land a 10x on many contracts if it at all overshoots a 2.5x sales. $RELL $RELL on their first BESS order and additional inquires. https://t.co/dxJGLTH44l $RELL on their first BESS order and additional"  
[X Link](https://x.com/peonyKingOF/status/2022432101530759407)  2026-02-13T22:06Z [----] followers, [----] engagements


"$RIME. Going long the most loathed company in the market. I like cognitive dissonance. It's possible to recognize the market completely over-reacted and at the same time this is an interesting micro-cap with potential upside. Pivot seems to have substance despite being opportunistic. End result is this is now the most well known AI micro-cap. Clearly they must raise funds but I think they would be foolish to do this immediately while there is so much scrutiny. Got about 1% on it not a huge trade. https://twitter.com/i/web/status/2022339337413591238"  
[X Link](https://x.com/peonyKingOF/status/2022339337413591238)  2026-02-13T15:57Z [----] followers, 10.1K engagements


"@ET_Stock really"  
[X Link](https://x.com/peonyKingOF/status/2022522176084017459)  2026-02-14T04:03Z [----] followers, [---] engagements


"Is this market you really don't know what is gonna go up or by how much. My approach to seeking juiced returns is to buy low IV names and wait for the sparks to fly. $HON $MRAM - quantum $MTLS - 3d printing $SVII warrants - nuclear"  
[X Link](https://x.com/peonyKingOF/status/1977738326929981534)  2025-10-13T14:08Z [----] followers, [----] engagements


"nice er for $nopmf"  
[X Link](https://x.com/peonyKingOF/status/1989318088727179549)  2025-11-14T13:02Z [----] followers, [---] engagements


"$aspn looks oversold and squishy. some nice energy optionality in there. this alone would nearly double their revenue"  
[X Link](https://x.com/peonyKingOF/status/1995552977226957288)  2025-12-01T17:58Z [----] followers, [----] engagements


"This industry has been posting decreasing or flat revenues for year. Indicates a real change is happening. I think $DDD has a little bit of a $LASR thing going on (where there was massive growth internally being obscured by declining segments that were less and less relevant). $LASR was [--] a little over a year ago - some viewed as a flat rev industrial laser co when @antarcticapital started posting about under the wrapper is about to be a near pure crucial and niche defense play. It took about six months after it was all spelled out for the market to react. No idea why perhaps these types of"  
[X Link](https://x.com/peonyKingOF/status/2009789215404413337)  2026-01-10T00:47Z [----] followers, [----] engagements


"$DDD Defense Defense Defense"  
[X Link](https://x.com/peonyKingOF/status/2009789286627827923)  2026-01-10T00:48Z [----] followers, [---] engagements


"$LFMD is just a far better funnel for online prescriptions that $WW. Check the search results to the webpages and tell me otherwise"  
[X Link](https://x.com/peonyKingOF/status/2010756244366102821)  2026-01-12T16:50Z [----] followers, [----] engagements


"They they playin all the hits today my boy $ASTI $RDW $DDD $CRML $OMEX"  
[X Link](https://x.com/peonyKingOF/status/2014368107930800285)  2026-01-22T16:02Z [----] followers, [---] engagements


"Every time I read these I keep adding. Given where market caps have gone for practically every other sat company ($PL 9b $BKSY 1b $ASTS 45b and on an on) yet $IRDM sits a hair off ATLs. Seems like it's pretty de-risked and there is all kinds of interesting optionality right now. I wont give it all away but According to Pippa (who has been all over this before anyone) The US move on Greenland is all about setting up highly strategic comms. ALSO Although US already has under the 51' treaty the ability to build new bases the US is seeking the ability I wont give it all away but According to"  
[X Link](https://x.com/peonyKingOF/status/2014756301918630332)  2026-01-23T17:45Z [----] followers, [----] engagements


"given that trump just finessed himself out of a greenland debacle saving $CPNG should be light weight"  
[X Link](https://x.com/peonyKingOF/status/2016243545141584208)  2026-01-27T20:14Z [----] followers, [---] engagements


"I feel like Cinderella holding $AEXA calls. On market close every night the value of these double and my PNL shoots up. And then in the morning when they are priced properly I'm in rags. It feels so magical. One day prince charming is gonna come with either a glass slipper or a banger of a DA and we can live happily ever after. https://twitter.com/i/web/status/2016643962736386241 https://twitter.com/i/web/status/2016643962736386241"  
[X Link](https://x.com/peonyKingOF/status/2016643962736386241)  2026-01-28T22:46Z [----] followers, [---] engagements


"@pennycheck @shieldaitech outside of $KTOS how to get exposure"  
[X Link](https://x.com/peonyKingOF/status/2016698430618247395)  2026-01-29T02:22Z [----] followers, [---] engagements


"so many catalysts. oil hydrogen titanium copper. all greenland"  
[X Link](https://x.com/peonyKingOF/status/2016886249395539986)  2026-01-29T14:48Z [----] followers, [---] engagements


"@spacanpanman 7% $SIDU 😅"  
[X Link](https://x.com/peonyKingOF/status/2017095227777921155)  2026-01-30T04:39Z [----] followers, [---] engagements


"scooping more up $ACMR. feels like market response is muted due to overall dump Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media) Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)"  
[X Link](https://x.com/peonyKingOF/status/2017321168470991137)  2026-01-30T19:37Z [----] followers, [----] engagements


"Below a summary of the helium story $BLLYF. I think as $PELI develops people are naturally gonna review [--] mile and are going to be surprised at the depth of their holding. I think the deal they did with $PELI is brilliant and demonstrates the companies ability to actually develop their assets - which is typically the big question mark with these OTC pennies. https://twitter.com/i/web/status/2017323109532262433 https://twitter.com/i/web/status/2017323109532262433"  
[X Link](https://x.com/peonyKingOF/status/2017323109532262433)  2026-01-30T19:44Z [----] followers, [----] engagements


"$FLNC went from being an unknown to one of the strongest momentum plays in the market. Thesis then was dead simple - and precisely the same as $RELL today: ☑Unambiguously competent company ☑Stupid low multiples ☑Industry on fire $FLNC re-rated from .2x to 1.7x sales. You could have 4x'd on the lows before even seeing it mentioned on finTwit. $RELL has just as much possible torque especially given it's micro-cap status. Buying crowded spec tech at 50x sales ain't the only way to get a banger. $FLNC was decimated on a timing issue around contracts resulting in a 50% drop in revenue last q."  
[X Link](https://x.com/peonyKingOF/status/2017332125079380302)  2026-01-30T20:20Z [----] followers, [----] engagements


"Crucial question for $BLLYF below. The $PELI deal is profound in understanding the potential of this company and the potential of unlocking shareholder value without dilution. Through the $PELI deal $BLLYF has managed to keep a massive 30% slice of the pie - while at the same time passing all the short-term risk and expenses to their partner. Not only are they relatively under-valued compared to $PELI but they are all relatively de-risked. Jameson is only one asset. If you look at Disko-Nuussuaq they are doing the same type of farm-in agreement. They owned 100% of that asset. They then"  
[X Link](https://x.com/peonyKingOF/status/2017667921699631157)  2026-01-31T18:34Z [----] followers, [----] engagements


"putting this out here for posterity: I think $LTRX gets bought by $ONDS"  
[X Link](https://x.com/peonyKingOF/status/2017673885093679304)  2026-01-31T18:58Z [----] followers, [----] engagements


"Elon taking space back to ATHs monday. Hope you enjoyed the dip Friday"  
[X Link](https://x.com/peonyKingOF/status/2017727151936503925)  2026-01-31T22:30Z [----] followers, [----] engagements


"Every time Elon shows up in the Epstein files we get an FCC request for another [--] million satellites"  
[X Link](https://x.com/peonyKingOF/status/2017728078487679203)  2026-01-31T22:33Z [----] followers, [---] engagements


"Had my son check out the local $SG near his campus. Place was empty. Said there was some king of caterpillar in his food. When he asked around about it apparently it happens a lot. Never heard anyone bullish on the name say they love eating there. Seems like a pretty important omission for a restaurant. Ratings in general are so-so. Same store sales dropping like a rock. https://twitter.com/i/web/status/2017802417304207526 https://twitter.com/i/web/status/2017802417304207526"  
[X Link](https://x.com/peonyKingOF/status/2017802417304207526)  2026-02-01T03:29Z [----] followers, [---] engagements


"what's the flight to safety trade now"  
[X Link](https://x.com/peonyKingOF/status/2018135253496299605)  2026-02-02T01:31Z [----] followers, [----] engagements


"I only need $ASTI to 10x today make of for my $CPER losses"  
[X Link](https://x.com/peonyKingOF/status/2018342466802303152)  2026-02-02T15:15Z [----] followers, [----] engagements


"Retweeted by Elon: "No glass framing required". I am not sure what tech fits that criteria outside of $ASTI's solar film"  
[X Link](https://x.com/peonyKingOF/status/2018345920190910924)  2026-02-02T15:29Z [----] followers, 20.6K engagements


"All the big AI players have expressed interest in space compute. It was $GOOG's technical paper that got me turned onto $ASTI. Imo these player would at least need to follow suit soon in getting FCC approval for their own constellations. All of these players only have very trivial solar patents. And even in the case of Elon I am not aware of him actually producing the glassless films they seem interested in using for the AI mega-constellation. Whether or not $ASTI themselves is involved in production it's hard to argue that their IP is not significantly more valuable now. They have been one"  
[X Link](https://x.com/peonyKingOF/status/2018349675460350298)  2026-02-02T15:43Z [----] followers, 19.4K engagements


"There were dozens of projects testing $ASTI tech. Now Elon gave thin-film a ringing endorsement. If you were considering thin-film and don't want to be waiting decades for an order to be filled now is probably the time to make a move. https://twitter.com/i/web/status/2018352900435522042 https://twitter.com/i/web/status/2018352900435522042"  
[X Link](https://x.com/peonyKingOF/status/2018352900435522042)  2026-02-02T15:56Z [----] followers, [----] engagements


"@aleabitoreddit in this thread you called out $RELL as a bottleneck play like $AXTI. In this case $RELL dominates ultracapacitors and magnetrons. I dug into it a bit and it's making a serious pivot to ESS and their green tech segment is growing 40%. Would be curious to get your take on it. Seems like it could be a real gem given it's trading at only .7x sales. Personal TLDR research. Western supply chain bottlenecks like $LPTH and $AXTI: $MTRN - Beryllium (Spor Mountain) $HALEU - Uranium SMRs $ESE - Space fuel tanks (through Vacco) $GHM - Vacuum Ejectors & Surface Condensers U.S. Navy $FEIM -"  
[X Link](https://x.com/peonyKingOF/status/2018380593571254771)  2026-02-02T17:46Z [----] followers, [----] engagements


"$NEOV has ripped 40% in [--] weeks. What the story Small cap no coverage pivot to ESS. A similar re-rate on $RELL (given it has a similar story) would print funny money on the options. If you comp on fundamentals ($NEOV at 12x sales $RELL at .7x) the upside is even more extreme. $RELL is a micro-cap that has greatly under-appreciated optionality and represents a highly asymmetric way to play some of the hottest themes in the market: grid ESS and semis (LCRX one of their largest customers). I posted this separately as different posts. This mostly https://t.co/flUMB9ZPKM $RELL is a micro-cap that"  
[X Link](https://x.com/peonyKingOF/status/2018388992828252379)  2026-02-02T18:20Z [----] followers, [----] engagements


"if you missed adding $joby on this offering dont worry - you can always catch the next one"  
[X Link](https://x.com/peonyKingOF/status/2018493162939977751)  2026-02-03T01:14Z [----] followers, [----] engagements


"I read this as 'lets mine the shit out of greenland together.' Don't know what other meaningful agreement can be arrived at. $BLLYF https://www.bloomberg.com/news/articles/2026-02-03/eu-to-offer-us-critical-minerals-partnership-to-counter-chinasref=QuFxKPjh https://www.bloomberg.com/news/articles/2026-02-03/eu-to-offer-us-critical-minerals-partnership-to-counter-chinasref=QuFxKPjh"  
[X Link](https://x.com/peonyKingOF/status/2018691678064824577)  2026-02-03T14:22Z [----] followers, [---] engagements


"@bsiegelIR give it a week bottom line $NVEC is super interesting"  
[X Link](https://x.com/peonyKingOF/status/2018732940671246437)  2026-02-03T17:06Z [----] followers, [---] engagements


"Don't think I ever owned a SAAS company. Valuations never made sense to me. Can look at stuff now like $TEAM. Down 50% it still trades at 5x sales - five years of growth never turned a profit. It's gonna suddenly turn a profit after the next round of 20% growth when the last five did nothing for it 6b in revenue is not enough scale to be profitable $DDOG is the exact same story - 12x sales - six years a growth and practically nothing for next income. The only thing that propped SAAS was they were the big money pile on flavor of the month. AI disruption or not there is more interesting big"  
[X Link](https://x.com/peonyKingOF/status/2018743402825703633)  2026-02-03T17:48Z [----] followers, [----] engagements


"Multi-year energy super-cycle. It ain't hard. The backlogs for batteries and solar ain't ever gonna be filled. $FSLR returns 10x more net income than $TEAM and $DDOG put together with half the EV. $FLNC has backlogs that wont quit. Trades at 2x. No reason to go dumpster diving. https://twitter.com/i/web/status/2018745092883010023 https://twitter.com/i/web/status/2018745092883010023"  
[X Link](https://x.com/peonyKingOF/status/2018745092883010023)  2026-02-03T17:55Z [----] followers, [----] engagements


"The backlogs on solar and ESS is so deep if you can build it within the next [--] years - its getting bought. $RELL can build it"  
[X Link](https://x.com/peonyKingOF/status/2018746406937178235)  2026-02-03T18:00Z [----] followers, [----] engagements


"That ain't shit. I got twice as much babybel in my crisper. This $200M bank is backed by Parmesan Cheese and is lending people money for cheese In Northern Italy Credito Emiliano treats cheese like gold The bank currently holds [------] wheels of Parmesan worth about $200 million Real Parmesan takes two to three years to get ready https://t.co/aIFWcwDY17 This $200M bank is backed by Parmesan Cheese and is lending people money for cheese In Northern Italy Credito Emiliano treats cheese like gold The bank currently holds [------] wheels of Parmesan worth about $200 million Real Parmesan takes two"  
[X Link](https://x.com/peonyKingOF/status/2018746792569958598)  2026-02-03T18:01Z [----] followers, [---] engagements


"Retail looking for a bounce off a permanent big money exodus on SAAS"  
[X Link](https://x.com/peonyKingOF/status/2018746999278100689)  2026-02-03T18:02Z [----] followers, [---] engagements


"How is it even theoretically reasonable that SAAS companies are going to implement AI and the result is going to be that both the SAAS companies and the AI companies they are contracting are going to turn a profit As it stands both are incinerating cash. A bet on this stuff is a bet on -1-1 = [--]. https://twitter.com/i/web/status/2018750015464702006 https://twitter.com/i/web/status/2018750015464702006"  
[X Link](https://x.com/peonyKingOF/status/2018750015464702006)  2026-02-03T18:14Z [----] followers, [---] engagements


"pretty damning Melinda Gates responds after Epstein Files suggest Bill Gates got an STD from Russian girls and planned to secretly medicate her. NPR: The emails in the files suggest that Bill Gates had additional affairs and that he tried to get medication to treat a sexually transmitted https://t.co/gF1jRJyRb5 Melinda Gates responds after Epstein Files suggest Bill Gates got an STD from Russian girls and planned to secretly medicate her. NPR: The emails in the files suggest that Bill Gates had additional affairs and that he tried to get medication to treat a sexually transmitted"  
[X Link](https://x.com/peonyKingOF/status/2018772845094916282)  2026-02-03T19:45Z [----] followers, [----] engagements


"barely even started"  
[X Link](https://x.com/peonyKingOF/status/2018777799910096996)  2026-02-03T20:05Z [----] followers, [---] engagements


"buy puts copy-paste philosophical gibberish from years old 4chan thread to an 'ai forum'"  
[X Link](https://x.com/peonyKingOF/status/2018783331916386813)  2026-02-03T20:27Z [----] followers, [---] engagements


"$asti has not even been added to the citrini orbital logistics basket yet. got thought leaders debating the economics of orbital compute and not even up to speed on solar film. total softball trade. aint even fair"  
[X Link](https://x.com/peonyKingOF/status/2018787015169540439)  2026-02-03T20:41Z [----] followers, [----] engagements


"I'm a straight pig when it comes to trading at this point. Don't give a fuck about the market. Don't give a fuck about the spread. If there is an obvious trade I'll slop it up"  
[X Link](https://x.com/peonyKingOF/status/2018790328900440398)  2026-02-03T20:54Z [----] followers, [---] engagements


"Put all your eggs in one basket and then go get some more eggs - Kobe I like putting all my eggs in one basket and then watching the basket very carefully - Druckenmiller"  
[X Link](https://x.com/peonyKingOF/status/2018797761311948958)  2026-02-03T21:24Z [----] followers, [---] engagements


"@zephyr_z9 $JKS limit up in china. 5b company. From what I understand $ASTI is the main US player in perovskite and have this in production. Its a 30m company"  
[X Link](https://x.com/peonyKingOF/status/2019044819352617136)  2026-02-04T13:46Z [----] followers, 21.1K engagements


"well shit $ASTI Interesting Elon's team visited GCL Group (their subsidiary GCL Optoelectronics makes perovskite cells) https://t.co/9hXdDLVPGF Interesting Elon's team visited GCL Group (their subsidiary GCL Optoelectronics makes perovskite cells) https://t.co/9hXdDLVPGF"  
[X Link](https://x.com/peonyKingOF/status/2019048649448366120)  2026-02-04T14:01Z [----] followers, [----] engagements


"I'm a little concern people may dog $ASTI for efficiency vs china. Few things to keep in mind: - All the western forms of solar are getting smoked by China in efficiency. Hasn't stopped $FSLR et al from having massive backlogs. And it's why we have policies in place to promote US solar development. - The China numbers that are being posted are R&D not production. As a micro-cap $ASTI will always be an underdog play in some respect. Bottom line they have key IP developed from over a decade of research. I am not aware of anyone in the west with comparable IP for this tech. As a fundamental play"  
[X Link](https://x.com/peonyKingOF/status/2019053554288222608)  2026-02-04T14:20Z [----] followers, [----] engagements


"All things energy have no chill. $ENPH up 40%. Gonna take about one day of volume on the ESS sleeper for the options to multi-bag. $RELL is a micro-cap that has greatly under-appreciated optionality and represents a highly asymmetric way to play some of the hottest themes in the market: grid ESS and semis (LCRX one of their largest customers). I posted this separately as different posts. This mostly https://t.co/flUMB9ZPKM $RELL is a micro-cap that has greatly under-appreciated optionality and represents a highly asymmetric way to play some of the hottest themes in the market: grid ESS and"  
[X Link](https://x.com/peonyKingOF/status/2019058130978566537)  2026-02-04T14:39Z [----] followers, [----] engagements


"dinger sleep number the fattest pitch since blue apron https://t.co/AEEEbiWfh1 sleep number the fattest pitch since blue apron https://t.co/AEEEbiWfh1"  
[X Link](https://x.com/peonyKingOF/status/2019062246656131286)  2026-02-04T14:55Z [----] followers, [---] engagements


"Market determined $ENPH was horrifically under-priced as an energy stock at 3x sales bc that saw a 20% uptick in orders. If $RELL re-rates to a mere 1.2x in recognition that its Green Energy division is posting 40% gains in actual rev - without even rolling out the ESS system yet - which is where the real upside for this lies - options potentially yield a 15x. Da fuq we doing here mr. market. $RELL is a micro-cap that has greatly under-appreciated optionality and represents a highly asymmetric way to play some of the hottest themes in the market: grid ESS and semis (LCRX one of their largest"  
[X Link](https://x.com/peonyKingOF/status/2019064209242284432)  2026-02-04T15:03Z [----] followers, [----] engagements


"True penny stocks are real morale boosters. Aint a day where $BLLYF is not up double digits at least for a few minutes anyway"  
[X Link](https://x.com/peonyKingOF/status/2019071651602739392)  2026-02-04T15:32Z [----] followers, [---] engagements


"gotta have some balls to be shorting $FLNC into earnings"  
[X Link](https://x.com/peonyKingOF/status/2019072145440027039)  2026-02-04T15:34Z [----] followers, [----] engagements


"Stunning divergence within themes based on valuation. Can't recall seeing anything like this recently. Stuff like $CSIQ $FSLR $ENPH - cheapish within solar and battery trading strong - while momo within the same theme getting decimated ($BE $TE $EOSE). If this is more than a one-day anomaly lot of obvious bangers to be had. $RELL is a micro-cap that has greatly under-appreciated optionality and represents a highly asymmetric way to play some of the hottest themes in the market: grid ESS and semis (LCRX one of their largest customers). I posted this separately as different posts. This mostly"  
[X Link](https://x.com/peonyKingOF/status/2019083819077484882)  2026-02-04T16:21Z [----] followers, [----] engagements


"what a time to be alive $UAMY - A U.S. stock market riddled with counterfeit shares-created via naked short selling and persistent failures to deliver (FTDs)-and overseen by regulators captured by industry interests represents a profound vulnerability to economic stability akin to a financial weapon of https://t.co/ZbR3PHdvRU $UAMY - A U.S. stock market riddled with counterfeit shares-created via naked short selling and persistent failures to deliver (FTDs)-and overseen by regulators captured by industry interests represents a profound vulnerability to economic stability akin to a financial"  
[X Link](https://x.com/peonyKingOF/status/2019094085143756883)  2026-02-04T17:01Z [----] followers, [----] engagements


"people out here getting lost in the weeds on $ASTI @mikeaxolotl R&D vs deployed. $ASTI currently holds a lead in actual flight heritage. I don't think there is a single company that has anything like $ASTI film tech in space right now. From what I understand $JKS just started outdoor testing. Look I am not claiming to know everything about @mikeaxolotl R&D vs deployed. $ASTI currently holds a lead in actual flight heritage. I don't think there is a single company that has anything like $ASTI film tech in space right now. From what I understand $JKS just started outdoor testing. Look I am not"  
[X Link](https://x.com/peonyKingOF/status/2019097227411542138)  2026-02-04T17:14Z [----] followers, [----] engagements


"fuck anthropic"  
[X Link](https://x.com/peonyKingOF/status/2019108451352494296)  2026-02-04T17:59Z [----] followers, [---] engagements


"when we gonna get back to our regularly scheduled debasement. this is bullshit"  
[X Link](https://x.com/peonyKingOF/status/2019119568036458572)  2026-02-04T18:43Z [----] followers, [---] engagements


"when does my port get the news that crash is over"  
[X Link](https://x.com/peonyKingOF/status/2019139056106704993)  2026-02-04T20:00Z [----] followers, [---] engagements


"Saassacre @ValueNotDeadYet $LFMD was misunderstood before this SaaS massacre Saassacre if you will. @ValueNotDeadYet $LFMD was misunderstood before this SaaS massacre Saassacre if you will"  
[X Link](https://x.com/peonyKingOF/status/2019146991624708516)  2026-02-04T20:32Z [----] followers, [----] engagements


"$LTRX has the cleanest financials of any drone company rn"  
[X Link](https://x.com/peonyKingOF/status/2019156416599323026)  2026-02-04T21:09Z [----] followers, [----] engagements


"Good proxy for tam of people vibe coding shit is the number of people that write vba macros. I think a good number will use it but some of these ads make is look almost universal - some woman in a bathrobe vibe coding a 'cozy game' - this does not jive with how people use tech"  
[X Link](https://x.com/peonyKingOF/status/2019648050663420214)  2026-02-06T05:43Z [----] followers, [---] engagements


"@pennycheck didn't strike me as a guy good at managing risk"  
[X Link](https://x.com/peonyKingOF/status/2019657085676630398)  2026-02-06T06:19Z [----] followers, [---] engagements


"didn't sell a damn thing on the dip. see you back at [--] homies $asti SPACEX WILL POWER THE AI FUTURE Elon Musk says AIs biggest limit isnt chips its energy. Data centers are already struggling to get enough power and he believes space is the only place where AI can scale without hitting land grid or regulatory limits. In orbit solar SPACEX WILL POWER THE AI FUTURE Elon Musk says AIs biggest limit isnt chips its energy. Data centers are already struggling to get enough power and he believes space is the only place where AI can scale without hitting land grid or regulatory limits. In orbit solar"  
[X Link](https://x.com/peonyKingOF/status/2019787369298169861)  2026-02-06T14:56Z [----] followers, [----] engagements


"$FSLR selling off on $TSLA fears is the worst take imaginable. Elon got [--] capital intensive projects to work on - AI FSD Humanoid Robotics Rockets Sats.$FSLR will enjoy a solid decade of record domestic demand before there is serious competition. In the event Elon does meet all his ambitions he will be consuming every bit of solar he produces in house indefinitely. Solar is clearly the main path forward that's the takeaway. https://twitter.com/i/web/status/2019820691856716038 https://twitter.com/i/web/status/2019820691856716038"  
[X Link](https://x.com/peonyKingOF/status/2019820691856716038)  2026-02-06T17:09Z [----] followers, [----] engagements


"great write up blistering [--] contracts traded today My highest conviction setup for 2026: $RELL High margin semi business projected to grow 100% Alternative energy segment returning to fast growth Unprofitable division has been officially divested Trading net cash and single digit normalized earnings Full thesis in https://t.co/JzHNPqT6Fd My highest conviction setup for 2026: $RELL High margin semi business projected to grow 100% Alternative energy segment returning to fast growth Unprofitable division has been officially divested Trading net cash and single digit normalized earnings Full"  
[X Link](https://x.com/peonyKingOF/status/2020901415724445969)  2026-02-09T16:43Z [----] followers, [----] engagements


"Consider how quickly the stockpile was accumulated"  
[X Link](https://x.com/peonyKingOF/status/2020941787876184486)  2026-02-09T19:24Z [----] followers, [---] engagements


"On an inflation adjusted basis we are not nearly as prepared as during the cold war. Even the additional 10b spend on strategic reserves places the country at half the current value"  
[X Link](https://x.com/peonyKingOF/status/2020942244644081737)  2026-02-09T19:25Z [----] followers, [---] engagements


"Tremendous inflection during the early cold war"  
[X Link](https://x.com/peonyKingOF/status/2020943277583909209)  2026-02-09T19:29Z [----] followers, [---] engagements


"My impression is rather than the 10b strategic reserve being the ceiling for what will be spend I think it's simply the first steps. It's likely there are several rounds of this over the next couple years"  
[X Link](https://x.com/peonyKingOF/status/2020945081587446196)  2026-02-09T19:37Z [----] followers, [---] engagements


"https://www.youtube.com/watchv=0pv7rN-_IWU&list=RD0pv7rN-_IWU&start_radio=1 https://www.youtube.com/watchv=0pv7rN-_IWU&list=RD0pv7rN-_IWU&start_radio=1"  
[X Link](https://x.com/peonyKingOF/status/2020959688796274756)  2026-02-09T20:35Z [----] followers, [---] engagements


"had cash in my account for solid a two hours before thought better of it and put it to work"  
[X Link](https://x.com/peonyKingOF/status/2020962290506629530)  2026-02-09T20:45Z [----] followers, [---] engagements


"wily coyote shit"  
[X Link](https://x.com/peonyKingOF/status/2021040820342882442)  2026-02-10T01:57Z [----] followers, [---] engagements


"Three full years before a factory is brought on line. And that's assuming it not like every other major tesla deadline and few years too ambitious. The solar crunch is on. $FSLR selling off on $TSLA fears is the worst take imaginable. Elon got [--] capital intensive projects to work on - AI FSD Humanoid Robotics Rockets Sats.$FSLR will enjoy a solid decade of record domestic demand before there is serious competition. In the event Elon does $FSLR selling off on $TSLA fears is the worst take imaginable. Elon got [--] capital intensive projects to work on - AI FSD Humanoid Robotics Rockets"  
[X Link](https://x.com/peonyKingOF/status/2021047629027869063)  2026-02-10T02:24Z [----] followers, [----] engagements


""During the third quarter we experienced significant year-over-year growth across key segments. Semiconductor wafer fab sales surged by 139%" - RELL a dusty electron tube co at 1x sales https://twitter.com/i/web/status/2021253919775568049 https://twitter.com/i/web/status/2021253919775568049"  
[X Link](https://x.com/peonyKingOF/status/2021253919775568049)  2026-02-10T16:04Z [----] followers, [----] engagements


"Oct [--]. $SHMD was a total unknown for [--] bucks. Straight up for a 5x return since. $RELL - similar in many respects - now leaving the station. Schmid is like revlon except instead of a cosmetics brand on the decline you have a semi fab and photovoltaic and energy storage producer. Since ipo the price has plummeted while the environment has improved tremendously. My guess is this is now worth many times more than the Schmid is like revlon except instead of a cosmetics brand on the decline you have a semi fab and photovoltaic and energy storage producer. Since ipo the price has plummeted while"  
[X Link](https://x.com/peonyKingOF/status/2021268662066249963)  2026-02-10T17:02Z [----] followers, [----] engagements


"ya bisch didn't sell a damn thing on the dip. see you back at [--] homies $asti didn't sell a damn thing on the dip. see you back at [--] homies $asti"  
[X Link](https://x.com/peonyKingOF/status/2021274636340642169)  2026-02-10T17:26Z [----] followers, [----] engagements


"garth brooks playing mke summerfest"  
[X Link](https://x.com/peonyKingOF/status/2021279990231269837)  2026-02-10T17:47Z [----] followers, [---] engagements


"Today they PR'd a partnership with Nxbeam a private GaN & InP Semiconductor company. "During the third quarter we experienced significant year-over-year growth across key segments. Semiconductor wafer fab sales surged by 139%" - RELL a dusty electron tube co at 1x sales "During the third quarter we experienced significant year-over-year growth across key segments. Semiconductor wafer fab sales surged by 139%" - RELL a dusty electron tube co at 1x sales"  
[X Link](https://x.com/peonyKingOF/status/2021290046716879086)  2026-02-10T18:27Z [----] followers, [----] engagements


"What excites me about $RELL are possible leveraged returns available in the event of a modest re-rate. $RELL trades well below any other ESS or semi picks and shovels company. If it was to trade 2x multiple over a couple of months there are some leverage bets that would yield 30x returns. Typically those types of returns are not even conceivable under any scenario. $LEU was the only time in recent memory where that kind of return was possible and it was reasonable to expect it to play out. When I posted on $SHMD I think it was less than 1x. Now its 5x. Has not been long. If $RELL moves to a"  
[X Link](https://x.com/peonyKingOF/status/2021317905355506139)  2026-02-10T20:18Z [----] followers, [----] engagements


"My base case is that we are simply in a normal market now - half the days are gonna be green half are gonna be red. You can still make bank but gotta be more selective esp around valuation and have more patience for things to play out"  
[X Link](https://x.com/peonyKingOF/status/2021325446701285885)  2026-02-10T20:48Z [----] followers, [---] engagements


"Question of the day is will companies adopt or be supplanted by AI. I think the dot com era made clear how that tends to play out. Consider box retail. By and large they simply did not adopt and were replaced. The adoption curve was not years. Decades after places like $AMZN were clear as day decimating their market share - and in theory the tech was mature enough to adopt in a straight-forward way - they were poor adopters of the technology. So there was a combination of (a) e-retail companies continuing to out-innovate their peers and (b) their peers simply failing to adopt at pace and"  
[X Link](https://x.com/peonyKingOF/status/2021475976983597230)  2026-02-11T06:46Z [----] followers, [---] engagements


"US-Europe-Japan critical minerals pact seems to be omitting the most important player Australia. Throwing a few billion at the Aussies to fast track a few of their major projects would probably move the dial more than anything else at this point. Also no doubt US is gonna get to exploiting those sea nodules real quick. https://twitter.com/i/web/status/2021484780051689665 https://twitter.com/i/web/status/2021484780051689665"  
[X Link](https://x.com/peonyKingOF/status/2021484780051689665)  2026-02-11T07:21Z [----] followers, [---] engagements


"One of the areas AI seems to struggle with is the ability to understand significance. It is able to perform relatively exhaustive reviews and make all kinds of inference-based connections. At the same time it approaches every bit of information with same kind of hyped up eager to please tone. For example tenuous connections are presented with the same tone as far more robust ones. Everything is basically presented with equal conviction. Imo gemini steers clear of the 'make shit up to tell the user what the want to hear' I experience with chatgpt. Pure hallucinations are rare. But I still need"  
[X Link](https://x.com/peonyKingOF/status/2021631563641864613)  2026-02-11T17:04Z [----] followers, [---] engagements


"Lot of the crypto 'thought leaders' that were pushing this stuff moved on. Really don't have the PR machine working full swing as occurred with prior dips. All I am seeing on crypto is (a) Changpeng Zhao talking about his jailtime and (b) Saylor talking about how he will refinance debt if it plummets lower. Neither is very inspiring. Epic fail as any kind of uncorrelated asset / hedge to USD or markets. Very little reason for anyone to buy into it now. https://twitter.com/i/web/status/2021646000503308405 https://twitter.com/i/web/status/2021646000503308405"  
[X Link](https://x.com/peonyKingOF/status/2021646000503308405)  2026-02-11T18:02Z [----] followers, [---] engagements


"Bondi Trump and Jay-Z only peeps I know that use the term 'Dow Jones' https://www.youtube.com/watchv=jjCPc-47NmI https://www.youtube.com/watchv=jjCPc-47NmI"  
[X Link](https://x.com/peonyKingOF/status/2021682519473639580)  2026-02-11T20:27Z [----] followers, [---] engagements


"If the dow breaks 60k this year we getting awarded a 24hr purge"  
[X Link](https://x.com/peonyKingOF/status/2021683898812424641)  2026-02-11T20:32Z [----] followers, [---] engagements


"people that went long burry picks $REGN and $BRKR rn"  
[X Link](https://x.com/peonyKingOF/status/1991566198933426327)  2025-11-20T17:55Z [----] followers, [---] engagements


"The thing where you know something is a buy since forever but its so sluggish you go to work elsewhere. Then you look up and its a 3x. $OII's about to do you like that. Leader in subsea robotics and autonomy with defense contracts to boot. At 1x sales 5x ebitda"  
[X Link](https://x.com/peonyKingOF/status/2011155854901592200)  2026-01-13T19:18Z [----] followers, [----] engagements


"If $QSI can run on quantum $GTEC can run on greenland"  
[X Link](https://x.com/peonyKingOF/status/2011509977450430882)  2026-01-14T18:45Z [----] followers, [----] engagements


"reminds me of canoo"  
[X Link](https://x.com/peonyKingOF/status/2014497702969548888)  2026-01-23T00:37Z [----] followers, [---] engagements


"I'm getting straight territorial with the $OII option chain"  
[X Link](https://x.com/peonyKingOF/status/2016172338413281575)  2026-01-27T15:31Z [----] followers, [---] engagements


"Imo $OII is basically the same pattern as what was laid out in the $LASR thesis from last year. You have something that is viewed and classified as industrial yet internally something entirely different is going on. Within a few quarters it will possibly be priced and viewed totally different. $LASR seems like inning [--] here - long-term anything is possible on that one still. $OII feels like some inning [--] stuff. Korean are taking a liking to etc and I'm gonna be pissed if they front-run the Americans on this like they did with quantum. imo $LASR is one of the fattest pitches in the short-term."  
[X Link](https://x.com/peonyKingOF/status/2016176215917216122)  2026-01-27T15:47Z [----] followers, [----] engagements


"Subsea robotics one of the only themes not being taken to the woodshed this am. I think $OII will be the secular winner here going forward. $OPTT and $KITT offers micro-volatility but valuation already cooked. $KRKNF at 24x sales seems to have a lot baked in already. In contrast $OII at about 1x sales a true leader in the space management acting in the interest of shareholders (very little gratuitous dilution risk) and is liquid and optionable. This far is has simply been moving in lock-step with oil services ($OIH is up 17% ytd) and I don't think the defense / robotics element has been"  
[X Link](https://x.com/peonyKingOF/status/2016176267108745478)  2026-01-27T15:47Z [----] followers, [----] engagements


"Fixed it by posting to basically the only sub that allowed me to post on ASTI and RDW about six weeks ago. These guys know a cult when they see it. $OII https://www.reddit.com/r/TheRaceTo10Million/comments/1qpkgo5/oii_subsea_robotics_artic_supremacy_and_the/ Only a single $OII post on Reddit (with a whopping [--] comments) in the past year as far as I can tell. Koreans bringing the heat thurs far let's see if others join. https://t.co/hJQj6yVkLc https://www.reddit.com/r/TheRaceTo10Million/comments/1qpkgo5/oii_subsea_robotics_artic_supremacy_and_the/ Only a single $OII post on Reddit (with a"  
[X Link](https://x.com/peonyKingOF/status/2016587079556149647)  2026-01-28T19:00Z [----] followers, [----] engagements


"$OII is like ur mom a lot tighter than it looks"  
[X Link](https://x.com/peonyKingOF/status/2016589518883680708)  2026-01-28T19:09Z [----] followers, [----] engagements


"$OII bringing degens together across the world"  
[X Link](https://x.com/peonyKingOF/status/2016883172923858955)  2026-01-29T14:36Z [----] followers, [---] engagements


"can fit a lot of $OII autonomous robots in that thing 🚨Gostratgie. La Route maritime du Nord en pleine expansion. Une carte pour visualiser les enjeux et les forces en prsence d'un secteur gographique hautement stratgique en terme de contrle des dplacements reliant l'Atlantique au Pacifique d'exploitation nergtique https://t.co/waZGkhnvdX 🚨Gostratgie. La Route maritime du Nord en pleine expansion. Une carte pour visualiser les enjeux et les forces en prsence d'un secteur gographique hautement stratgique en terme de contrle des dplacements reliant l'Atlantique au Pacifique d'exploitation"  
[X Link](https://x.com/peonyKingOF/status/2017150623074955604)  2026-01-30T08:19Z [----] followers, [----] engagements


""facilities for unmanned vehicles including those relevant to maritime surveillance and sea control.including increased air and naval capabilities for maritime domain awareness" $OII is about that life. Admin never wanted to "own" Greenland. Posturing for expanded arctic presence by US Military as likely the middle ground. Ends up being in NATO's best interest. Key points below (yea I'm gonna keep pounding the $OII drum this is a big deal imo + $vvx). https://t.co/yjPnMGlMeO. https://t.co/UDVacynHH2 Admin never wanted to "own" Greenland. Posturing for expanded arctic presence by US Military"  
[X Link](https://x.com/peonyKingOF/status/2017796735792243025)  2026-02-01T03:06Z [----] followers, [----] engagements


"Saw one or two post this weekend on a similar concept i.e. subsidizing home batteries would be one way to address the grid gap in the short-term. Is this concept gaining traction recently Residential batteries are pretty beaten down rn"  
[X Link](https://x.com/peonyKingOF/status/2018178775700132276)  2026-02-02T04:24Z [----] followers, [----] engagements


"$OII has about 6k watching on Webull. For comparison relatively obscure stuff like $SYPR has 22k. Very odd situation for such a large and clear cut tech leader. Sea remains hot yet retail has yet to really connect with the name"  
[X Link](https://x.com/peonyKingOF/status/2018700579262841024)  2026-02-03T14:58Z [----] followers, [----] engagements


"got a few hours before the new pc arrives then its gonna be anno [---] until the wheels fall off. the days of 24/7 ranting about $RELL and $OII are numbered"  
[X Link](https://x.com/peonyKingOF/status/2018760349990686982)  2026-02-03T18:55Z [----] followers, [----] engagements


"What market turbulence $OII The thing where you know something is a buy since forever but its so sluggish you go to work elsewhere. Then you look up and its a 3x. $OII's about to do you like that. Leader in subsea robotics and autonomy with defense contracts to boot. At 1x sales 5x ebitda. https://t.co/rJHFMVJTCn The thing where you know something is a buy since forever but its so sluggish you go to work elsewhere. Then you look up and its a 3x. $OII's about to do you like that. Leader in subsea robotics and autonomy with defense contracts to boot. At 1x sales 5x ebitda."  
[X Link](https://x.com/peonyKingOF/status/2018782203870949535)  2026-02-03T20:22Z [----] followers, [----] engagements


"I am long $ACMR but why it gotta trade like a shitco"  
[X Link](https://x.com/peonyKingOF/status/2019057434921255379)  2026-02-04T14:36Z [----] followers, [---] engagements


"Can either buy ketchup companies or $OII as a hedge in this market What market turbulence $OII https://t.co/zx4dFA5kwF What market turbulence $OII https://t.co/zx4dFA5kwF"  
[X Link](https://x.com/peonyKingOF/status/2019071308546388099)  2026-02-04T15:31Z [----] followers, [---] engagements


"$OII to new highs"  
[X Link](https://x.com/peonyKingOF/status/2019865168507990181)  2026-02-06T20:05Z [----] followers, [---] engagements


"@BSacamanoV"  
[X Link](https://x.com/peonyKingOF/status/2020189281818759370)  2026-02-07T17:33Z [----] followers, [--] engagements


"$OIH continues to heat up $OII in all the right places"  
[X Link](https://x.com/peonyKingOF/status/2020937395865030699)  2026-02-09T19:06Z [----] followers, [----] engagements


"lfmd: after biggest competitor hims decimated nvo report massive wegovy pill sells w 90% online"  
[X Link](https://x.com/peonyKingOF/status/2020963920383730125)  2026-02-09T20:52Z [----] followers, [---] engagements


"finkle is einhorn $RELL $SHMD seems like an under the radar beneficiary of Nexperia development. As a manufacturer in high-tech electronics and photovoltaics - they stand to benefit in a big way from increased European protectionism v China. Float remains nearly entirely owned by the family and $SHMD seems like an under the radar beneficiary of Nexperia development. As a manufacturer in high-tech electronics and photovoltaics - they stand to benefit in a big way from increased European protectionism v China. Float remains nearly entirely owned by the family and"  
[X Link](https://x.com/peonyKingOF/status/2021269188950536336)  2026-02-10T17:05Z [----] followers, [----] engagements


"This is new to me. I did not pick up from today's PR that there was a defense angle to the partnership. (Gemini is pretty insistent though that the GaN amplifiers are used for drone jammers and that the [--] bBm outputs referenced in the article don't have much use outside of military. So I am guess that is where this idea originated.) Magnetrons are vacuum tubes used to generate microwaves. Radar systems industrial heating medical therapy and obviously microwaves all make use of this. $RELL is a dominant player in industrial applications and has about [-----] clients globally. Given it's such a"  
[X Link](https://x.com/peonyKingOF/status/2021504073019625518)  2026-02-11T08:38Z [----] followers, [----] engagements


"Have not seen much buzz on $OII since this drop from @rklb_invest nonetheless its been one of the most low stress and lucrative holdings in my port since then. Most options have yielded 50-100% returns. Surprised the premium continues to be so cheap.  $OII    . (OII  ) [--] . ( ) GIUK (Greenland-Iceland-UK Gap)     https://t.co/9ayyGEBUkl  $OII    . (OII  ) [--] . ( ) GIUK (Greenland-Iceland-UK Gap)     https://t.co/9ayyGEBUkl"  
[X Link](https://x.com/peonyKingOF/status/2021692079269638171)  2026-02-11T21:05Z [----] followers, 15.6K engagements


"Woulda never thought Trump would back pedal on the metals tariffs. Thought he was on the right track with reshoring"  
[X Link](https://x.com/peonyKingOF/status/2022191643353637219)  2026-02-13T06:10Z [----] followers, [---] engagements


"I have never pursued serious DD with such earnestness and simultaneously opportunistically traded outright shit so aggressively"  
[X Link](https://x.com/peonyKingOF/status/2022414694829683137)  2026-02-13T20:56Z [----] followers, [---] engagements


"Dropping a year's income on otm strikes is how I get off. Do you want to get off with me $LEU [--] 1/17/2025 are [--]. A chart going straight up 40% and options that would pay out 20x on a 2x. Lets round: commons 60-120. Those [--] calls are [--] a 20x. Again rounding involved so maybe somewhere closer to 15x. Last time I saw something like this was the CLNE. And in that case you had to be shrewd enough to bet big before it started to inflect. Obviously very high risk since all kinds of shit could happen where it would zero. Unfortunately flirting with disaster if the price that needs to be paid to get"  
[X Link](https://x.com/anyuser/status/1839710463073894737)  2024-09-27T16:55Z [----] followers, 55.6K engagements


"What got my heart pumping when making this trade was there was literally no OI on the [--] strikes for $LEU. It was a bet of one year's income on some calls no one else was touching. Everyone and their mother was telling me this would be decimated by putin's export bans $ASPI crushing them or one thing or the other. Going into the trade I was more or less eating shit for well over a year. I wrote the attached 'poem' several years ago in my darkest moment. At the time my son - who I raised alone for many years - was experiencing tremendous confusion and pain. He alternated between threatening to"  
[X Link](https://x.com/anyuser/status/1846628216242352374)  2024-10-16T19:04Z [----] followers, [----] engagements


"$RELL is a micro-cap that has greatly under-appreciated optionality and represents a highly asymmetric way to play some of the hottest themes in the market: grid ESS and semis (LCRX one of their largest customers). I posted this separately as different posts. This mostly pulls it together and includes more information for deeper reading. https://twitter.com/i/web/status/2016644379616657456 https://twitter.com/i/web/status/2016644379616657456"  
[X Link](https://x.com/peonyKingOF/status/2016644379616657456)  2026-01-28T22:47Z [----] followers, 18.1K engagements


"Been saying this a while the key virtue with respect to scalability of space ai is not nuances of cost efficiencies - its that you can bang out infinite units of AI and launch without any additional approval. The ultimately bottleneck is regulatory. ARK has great insights ARK has great insights"  
[X Link](https://x.com/peonyKingOF/status/2021320188352659876)  2026-02-10T20:27Z [----] followers, [----] engagements


"Another record momo thrashing - nuclear drone space energy. $OII $RELL $ASTI - basically tickers that have not been ran through for two straight years continuing to outperform. Hard to let go of the momo winners of yesterday given how reliable they have been but that seems to be where big money is going. I think the SAASacre injected a level of valuation sensitivity across the board. And most of the crowd favorites make even SAAS look like a value play. It's a stock-pickers market. https://twitter.com/i/web/status/2021608264014651393 https://twitter.com/i/web/status/2021608264014651393"  
[X Link](https://x.com/peonyKingOF/status/2021608264014651393)  2026-02-11T15:32Z [----] followers, [----] engagements


"I am hard-pressed to find a pattern in what is selling off. To me it seems like (a) broad-based shorting to see where the pain points lie and (b) lazy mean reversion trades. Regarding (a) I think it will continue as long as it prints for those doing it. Absent a more broad and sustained rally where shorts get their shit pushed in I don't know why they wouldn't roll over gains from laddering one sector to another. People eager to pin price action on AI disruption fears but things that to me at least are orthogonal to the AI story and have robust narratives as to why they can expect to re-rate"  
[X Link](https://x.com/peonyKingOF/status/2022047654029799518)  2026-02-12T20:38Z [----] followers, [----] engagements


"My attitude at this point is to ignore volatility and macro fears and continue to make obvious trades. Seems like with a good part of the market is shell-shocked so it opens up the window a bit more to take action before others"  
[X Link](https://x.com/peonyKingOF/status/2022345086198219038)  2026-02-13T16:20Z [----] followers, [---] engagements


"The great thing about AI from a consumer perspective is there is very little that is sticky to it. Switching costs are zero. It has been a long-time before major tech had a true horse race where the products were not based walled gardens are some kind of lock in"  
[X Link](https://x.com/peonyKingOF/status/2022347683118055522)  2026-02-13T16:30Z [----] followers, [---] engagements


"@beach_trades hot"  
[X Link](https://x.com/peonyKingOF/status/2022368345727680652)  2026-02-13T17:52Z [----] followers, [---] engagements


"Another day of making stupid amounts of money sitting comfortably in my home with my family. Without risking anything meaningful at all. That ain't even fair. As noted before my only regret for the covid mania was not cashing out and giving more to others when I could. If anyone has suggestions for other charities drop'em below"  
[X Link](https://x.com/anyuser/status/1846650050300334196)  2024-10-16T20:30Z [----] followers, [----] engagements


"Expected this could be 20x payout. Month later its a 19x. This trade may very well have a lot more juice in it but the risk / reward is not longer exciting to me. I'm out. $LEU Its pretty hard to find something will 20x its even harder to hold on to the fucker as it moves the 20x. Don't let the good ones go. Dropping a year's income on otm strikes is how I get off. Do you want to get off with me $LEU [--] 1/17/2025 are [--]. A chart going straight up 40% and options that would pay out 20x on a 2x. Lets round: commons 60-120. Those [--] calls are [--] a 20x. Again rounding involved"  
[X Link](https://x.com/anyuser/status/1852355285068792086)  2024-11-01T14:21Z [----] followers, 10.8K engagements


"@alchemisttwits No. I get a rush out of going stupid big out of the gate and invariably being waterboarded by mr. market before making bank"  
[X Link](https://x.com/anyuser/status/1892973565512695822)  2025-02-21T16:24Z [----] followers, [---] engagements


"mf's out here debating if we are in for black monday or the great depression of 1929"  
[X Link](https://x.com/anyuser/status/1908731502407410053)  2025-04-06T04:00Z [----] followers, [----] engagements


"$LASR a customer of $DDD $DDD 🤝 $AIR $LASR $LCID $VELO https://t.co/ybXqpFSaKS $DDD 🤝 $AIR $LASR $LCID $VELO https://t.co/ybXqpFSaKS"  
[X Link](https://x.com/peonyKingOF/status/2020905515442741274)  2026-02-09T16:59Z [----] followers, [----] engagements


"$crox ripping just to mock all things tech"  
[X Link](https://x.com/peonyKingOF/status/2022042245533425794)  2026-02-12T20:16Z [----] followers, [---] engagements


"looks like gemini is down on this update"  
[X Link](https://x.com/peonyKingOF/status/2022332947249193437)  2026-02-13T15:32Z [----] followers, [---] engagements


"$tbmc case study"  
[X Link](https://x.com/peonyKingOF/status/2022339903376560130)  2026-02-13T15:59Z [----] followers, [---] engagements


"If $RIME can knock a few billion off trucking $RELL should be able to scrape a couple dollars of market cap off $BE. $RELL is a micro-cap that has greatly under-appreciated optionality and represents a highly asymmetric way to play some of the hottest themes in the market: grid ESS and semis (LCRX one of their largest customers). I posted this separately as different posts. This mostly https://t.co/flUMB9ZPKM $RELL is a micro-cap that has greatly under-appreciated optionality and represents a highly asymmetric way to play some of the hottest themes in the market: grid ESS and semis (LCRX one"  
[X Link](https://x.com/peonyKingOF/status/2022343634537021884)  2026-02-13T16:14Z [----] followers, [----] engagements


"more volatility"  
[X Link](https://x.com/peonyKingOF/status/2022367922698461624)  2026-02-13T17:51Z [----] followers, [----] engagements


"how it feels profiting off $RIME $RIME. Going long the most loathed company in the market. I like cognitive dissonance. It's possible to recognize the market completely over-reacted and at the same time this is an interesting micro-cap with potential upside. Pivot seems to have substance despite being $RIME. Going long the most loathed company in the market. I like cognitive dissonance. It's possible to recognize the market completely over-reacted and at the same time this is an interesting micro-cap with potential upside. Pivot seems to have substance despite being"  
[X Link](https://x.com/peonyKingOF/status/2022399945500955131)  2026-02-13T19:58Z [----] followers, [----] engagements


"$RELL on their first BESS order and additional inquires"  
[X Link](https://x.com/peonyKingOF/status/2022426379737075856)  2026-02-13T21:43Z [----] followers, [----] engagements


"AI seems a lot like search. You would be hard pressed to quantify productivity gains pre and post Google search. At the same time no question at a serious disadvantage without. Early adoption of Twitter also seems similar. All kinds of alpha from more reliable and earlier news across the board but the edge was not radically changing process or so such a statistical absolute it can be quantified"  
[X Link](https://x.com/peonyKingOF/status/2022518859979235500)  2026-02-14T03:50Z [----] followers, [---] engagements


"Top ticking within pennies a four bagger AH and then scoring some last minute chencho corleone tickets is basically some tebow [---] shit. Not sure if I found religion but am consulting my jesuit homies on the implications of this event"  
[X Link](https://x.com/peonyKingOF/status/2022556985820913701)  2026-02-14T06:22Z [----] followers, [----] engagements

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