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# ![@taleino93 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1943723140682833920.png) @taleino93 Platochi

Platochi posts on X about $nbis, $cifr, $laes, $iren the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1943723140682833920/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1943723140682833920/c:line/m:interactions.svg)

- [--] Week [------] +1,745%
- [--] Month [-------] +877%

### Mentions: [--] [#](/creator/twitter::1943723140682833920/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1943723140682833920/c:line/m:posts_active.svg)

- [--] Week [--] +105%
- [--] Month [---] +414%

### Followers: [-------] [#](/creator/twitter::1943723140682833920/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1943723140682833920/c:line/m:followers.svg)

- [--] Week [---] +5.10%
- [--] Month [---] +35%

### CreatorRank: [---------] [#](/creator/twitter::1943723140682833920/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1943723140682833920/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [exchanges](/list/exchanges)  [gaming](/list/gaming)  [products](/list/products) 

**Social topic influence**
[$nbis](/topic/$nbis), [$cifr](/topic/$cifr), [$laes](/topic/$laes), [$iren](/topic/$iren), [$uroy](/topic/$uroy), [in the](/topic/in-the), [bullish](/topic/bullish), [$wulf](/topic/$wulf), [$ag](/topic/$ag), [trade](/topic/trade)

**Top accounts mentioned or mentioned by**
[@aleabitoreddit](/creator/undefined) [@soulbiri1](/creator/undefined) [@neatlama](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@planert41](/creator/undefined) [@dominicocharts](/creator/undefined) [@accountingds](/creator/undefined) [@perugius](/creator/undefined) [@pepemoonboy](/creator/undefined) [@unusualwhales](/creator/undefined) [@rjccapital](/creator/undefined) [@legeneth](/creator/undefined) [@sealsqcorp](/creator/undefined) [@cantonmeow](/creator/undefined) [@fl0wg0d](/creator/undefined) [@martinshkreli](/creator/undefined) [@grok](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@fabaiquantum](/creator/undefined) [@jrouldz](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Iris Energy Limited (IREN)](/topic/$iren) [TeraWulf Inc. (WULF)](/topic/$wulf) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Metadium (META)](/topic/$meta) [IonQ, Inc. (IONQ)](/topic/$ionq) [UiPath, Inc. (PATH)](/topic/$path) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Bitcoin (BTC)](/topic/$btc) [Uranium Energy Corp. (UEC)](/topic/$uec) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Snowflake Inc. (SNOW)](/topic/$snow)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@aleabitoreddit How'd you build up that fundamentals understanding Background in finance or self taught mostly"  
[X Link](https://x.com/taleino93/status/1965777090160243198)  2025-09-10T13:59Z [--] followers, [--] engagements


"Bought $HIMS long dated slightly OTM options for Dec on the 4% dip today. I think @aleabitoreddit thesis is sound. Relatively high short interest T supplements in demand & new customer base. NFA and understand your risk And here we go $HIMS up 7% off PPI + surprise product launches off their US retail base + 1.2M new customers in Europe 36% short interest is knocking. Shorts will fold eventually given the growth rate its just a matter of who covers first. https://t.co/sUX9qZ9ZYe And here we go $HIMS up 7% off PPI + surprise product launches off their US retail base + 1.2M new customers in"  
[X Link](https://x.com/taleino93/status/1967954912232546776)  2025-09-16T14:13Z [--] followers, [---] engagements


"Posted DD on Hudson Pacific $HPP @ Massively undervalued with a potential to 1.5-10x. $HPP can be like $OPEN providing office space on the west coast for media studios & tech giants. @CanadaKaz & #ParamountPlus are calling for #RTO only a matter of time http://redd.it/1no0459 Today I told the @Opendoor team that we are going to be a default in-office company starting Sep [--]. We'll have offices in Miami (where I will usually be) Seattle and San Francisco. We will also have a Phoenix office for non-product roles and possibly Toronto in the future. http://redd.it/1no0459 Today I told the"  
[X Link](https://x.com/taleino93/status/1970257205913133281)  2025-09-22T22:41Z [--] followers, [---] engagements


"@aleabitoreddit Thanks appreciate your willingness to help"  
[X Link](https://x.com/platochi_/status/1970271810844303483)  2025-09-22T23:39Z [--] followers, [---] engagements


"@thepiranha23 For this to happen this year there will need to be quite a few positive catalysts. Any come to your mind"  
[X Link](https://x.com/platochi_/status/1970477862529450230)  2025-09-23T13:18Z [--] followers, [--] engagements


"@aleabitoreddit @SimionAdvisory Just wanted to shoutout @aleabitoreddit for their $UPWK play back in July. Great fundamentals for a great value at $13ish. I'm long $UPWK and expect their partnership with Lifted to pay off in the long run. Based on their next ER we could easily see $25 EOY"  
[X Link](https://x.com/taleino93/status/1970892843041554803)  2025-09-24T16:47Z [--] followers, [--] engagements


"@aleabitoreddit thoughts on $BITF as a sympathy play to $CIFR"  
[X Link](https://x.com/taleino93/status/1971608750302912673)  2025-09-26T16:12Z [--] followers, [---] engagements


"$UPWK looks like Christmas came early and I can load up this pullback"  
[X Link](https://x.com/platochi_/status/1973073147910816066)  2025-09-30T17:11Z [--] followers, [---] engagements


"@aleabitoreddit What about cases where there's good news but then a pullback. Like $PATH was up 25% and now is only up 6% how do you play that setup Would it be an opportunity to add or is it just a sell-the-news and move on"  
[X Link](https://x.com/taleino93/status/1973104487809056924)  2025-09-30T19:15Z [--] followers, [---] engagements


"@OneLuckyGirl_28 fuck it $UPWK hits $25"  
[X Link](https://x.com/platochi_/status/1973932411621945412)  2025-10-03T02:05Z [--] followers, [---] engagements


"@mattscottcap $UPWK more like [----] for max pain"  
[X Link](https://x.com/platochi_/status/1974176185665085848)  2025-10-03T18:14Z [--] followers, [---] engagements


"@Neat_Lama @soulbiri1 Actually if you dont mind I want to take you up on this for Upwork. Its down 15% since its peak in September & Im convinced thats whack. What does the options distribution look like I recall Jan contracts were bullish a month ago but am curious about how they look now"  
[X Link](https://x.com/platochi_/status/1974289728418861137)  2025-10-04T01:45Z [--] followers, [--] engagements


"@Neat_Lama @soulbiri1 1/ I played it dumb too. Started trading/investing around when senpai posted UPWK DD. Bought shares/Jan calls at [--] held through the fall to [--] sold shares on earnings pop for a meager profit. Thought it was done but it kept rallying and bought shares again at 15"  
[X Link](https://x.com/platochi_/status/1974295359863337025)  2025-10-04T02:07Z [--] followers, [--] engagements


"@Neat_Lama @soulbiri1 2/ anyway UPWK is my first experiment & I ended up learning a lot from it. Now looking at the options distribution I wonder if you can deduce max pain from it. It looks like many of the calls/puts expire worthless if UPWK stays within that $3 spread. Say around 17.5"  
[X Link](https://x.com/platochi_/status/1974296255850512884)  2025-10-04T02:11Z [--] followers, [--] engagements


"@planert41 Check out the option flow on UPWK looks like its about to gap up"  
[X Link](https://x.com/platochi_/status/1975964504602329518)  2025-10-08T16:40Z [--] followers, [--] engagements


"@aleabitoreddit Might I interest you in a $GIG Serenity-sama"  
[X Link](https://x.com/platochi_/status/1978447575733723364)  2025-10-15T13:07Z [--] followers, [---] engagements


"@xcuvsibwuakxuek Good catch on $BTQ definitely has more room to run and Im now considering doing DD on them. Their contract prices are quite high though so may be a shares only play"  
[X Link](https://x.com/platochi_/status/1978936396422275332)  2025-10-16T21:29Z [--] followers, [---] engagements


"The US governments announcement today to take equity stakes in quantum computing companies is exactly in line with the reasons I highlighted in my $LAES post; they want access to the tech first to test & bolster security defenses. More news coming ๐Ÿ™‚ https://www.wsj.com/business/entrepreneurship/trump-administration-in-talks-to-take-equity-stakes-in-quantum-computing-firms-60ee5143gaa_at=eafs&gaa_n=AWEtsqcGpwmR9wo3DC0Vzv4ufVv5MtbHmSZLabAS8IcVatbDJq2_EVfdcdEu&gaa_ts=68f990d3&gaa_sig=PAUXK2BjBFlTd3AjZbpYRkWj6bFTo0DEngur5ZNUeXJakskjnhbPYs8zhR_Ty1Qp4o0EZKe5qdTJrAFM4AkSLA%3D%3D $LAES GO: How to"  
[X Link](https://x.com/platochi_/status/1981182092701769847)  2025-10-23T02:13Z [---] followers, [--] engagements


"@DominicoCharts Just out of curiosity what about across the uranium sector $UROY $UEC"  
[X Link](https://x.com/platochi_/status/1981827034751045793)  2025-10-24T20:56Z [---] followers, [---] engagements


"@FinanceMajor_23 Good point re deficits There's also another angle; nuclear power is going to be necessary to bolster the grid with more power -- especially as data centers ( $NBIS $IREN $WULF $WLAC $CIFR ) demands increase. I talk about it in my $UROY Jenkins thesis: https://x.com/platochi_/status/1981371191433539767 $UROY JENKINS: The Battery Supplier for NeoClouds In the radioactive near future the God-Emperor Exodia alone will power the Data Centernomicon and help his primarchs $NBIS $IREN $CIFR $WULF & $WLAC in their fight among the NeoClouds. $UROY 2-3x potential Dual Theses:"  
[X Link](https://x.com/platochi_/status/1982113197302616121)  2025-10-25T15:53Z [---] followers, [---] engagements


"Presumably the trade deal is bearish for the US/Western #RareEarths space like $UUUU $CRML $TMC $NB $USAR $UROY & $UEC in the short term. Long term The US will build its own supply chains. Happy for folks to correct my understanding though ๐Ÿ™‚ This deal highlights why we should have dual theses (or more) when investing in companies. For example I would be worried for my $UROY JENKINS thesis if not for the data center and power grid angle. It pays to position yourself to benefit from multiple macro tailwinds https://x.com/i/trending/1982231999252246667"  
[X Link](https://x.com/platochi_/status/1982441509317222606)  2025-10-26T13:37Z [---] followers, [---] engagements


"@TS3386 I do think that companies with a government backed stake $MP $LAC & $CRML will fare much better than those without"  
[X Link](https://x.com/platochi_/status/1982444657721135124)  2025-10-26T13:50Z [---] followers, [---] engagements


"Presumably the trade deal is bearish for the US/Western #RareEarths space like $UUUU $CRML $TMC $NB $USAR $UROY & $UEC in the short term. Long term The US will build its own supply chains. Happy for folks to correct my understanding though ๐Ÿ™‚ This deal highlights why we should have dual theses (or more) when investing in companies. For example I would be worried for my $UROY JENKINS thesis if not for the data center and power grid angle. It pays to position yourself to benefit from multiple macro tailwinds JUST IN: US Treasury Secretary Bessent says China is ready to make a trade deal which"  
[X Link](https://x.com/platochi_/status/1982445861951975568)  2025-10-26T13:55Z [---] followers, [----] engagements


"@Swedish_uranium I see that $UROY a small cap is 6th in terms of its performance. Of course the larger caps take the lions share but it looks like some small caps performed well"  
[X Link](https://x.com/platochi_/status/1982530930544927079)  2025-10-26T19:33Z [---] followers, [---] engagements


"Google joins other MAG7 companies in its quest for more โ˜ข power. While most of the REE/Uranium space was down on weekend trade talk news one company wasnt; $UROY. I stand behind my thesis and have been adding to my position Updates soon ๐Ÿ™‚ https://x.com/platochi_/status/1981371191433539767s=46 It's already starting: Google is officially purchasing nuclear power. Bloomberg is now reporting that NextEra Energy $NEE plans to restart a nuclear power plant in Iowa primarily to supply Google data centers. The 615-megawatt plant shut down in [----] well before the AI"  
[X Link](https://x.com/platochi_/status/1982986907681194123)  2025-10-28T01:44Z [---] followers, [---] engagements


"@soulbiri1 On principle alone I have to support $IREN but we all know how this showdown ends ๐Ÿ˜Ž"  
[X Link](https://x.com/platochi_/status/1983122005722575024)  2025-10-28T10:41Z [---] followers, [---] engagements


"#nuclear sectors heating up ๐Ÿ™‚ Todays news on the partnership between the US and $CCJ & $BAM to ease grid demand is the first of many catalysts to raise the demand for #uranium. $UROY JENKINS https://x.com/platochi_/status/1981371191433539767s=46 The US is partnering with $BAM & $CCJ on an $80B nuclear expansion using Westinghouse AP1000 reactors. Brookfield captures the asset build while Cameco secures the fuel supply. The grid is the new bottleneck and nuclear is the only scalable fix. https://t.co/EC4VAhIJbk https://x.com/platochi_/status/1981371191433539767s=46 The US is partnering with"  
[X Link](https://x.com/platochi_/status/1983138889675018689)  2025-10-28T11:48Z [---] followers, [---] engagements


"Wow Really grateful to folks who have followed me after posting my thoughts on $AG $LAES & $UROY (go #uranium) ๐Ÿ™‚ thanks guys Im curious; if youve invested in these companies due to my posts Id love to know how it worked out for you. Also if you have constructive criticism on my most recent deep research post on UROY Id love to hear it I wrote this well before todays Uranium announcements and it looks like UROYs trending in the right direction. But as always Im looking to improve Love yall Platochi ๐Ÿ˜Ž $UROY JENKINS: The Battery Supplier for NeoClouds In the radioactive near future the"  
[X Link](https://x.com/platochi_/status/1983359211796037890)  2025-10-29T02:24Z [---] followers, [----] engagements


"@planert41 $AG $HL as well"  
[X Link](https://x.com/platochi_/status/1985137318043209820)  2025-11-03T00:09Z [---] followers, [---] engagements


"@rekurencja You seem to be well plugged into the uranium space ๐Ÿ™‚ Im curious to hear your thoughts on my thesis on $UROY. Would love to know if there are holes I ought to address TIA https://x.com/platochi_/status/1981371191433539767s=46 $UROY JENKINS: The Battery Supplier for NeoClouds In the radioactive near future the God-Emperor Exodia alone will power the Data Centernomicon and help his primarchs $NBIS $IREN $CIFR $WULF & $WLAC in their fight among the NeoClouds. $UROY 2-3x potential Dual Theses: https://t.co/kCZqM6jBxs https://x.com/platochi_/status/1981371191433539767s=46 $UROY"  
[X Link](https://x.com/platochi_/status/1985140339259433212)  2025-11-03T00:21Z [---] followers, [---] engagements


"@planert41 hmm may be a trap -- might be good to look at other uranium players like UEC and UROY to see if this is a UUUU specific or if the uranium sector as a whole is about to blow"  
[X Link](https://x.com/platochi_/status/1986210038621372452)  2025-11-05T23:12Z [---] followers, [---] engagements


"@BardiaAttar Ahh thats an interesting explanation of the volume dynamics Thanks ๐Ÿ™‚"  
[X Link](https://x.com/platochi_/status/1986629314113151041)  2025-11-07T02:58Z [---] followers, [--] engagements


"@aleabitoreddit Im not sure what to make of the current contract market data what inference do you draw when given these numbers"  
[X Link](https://x.com/platochi_/status/1986884920094965921)  2025-11-07T19:54Z [---] followers, [---] engagements


"@RaberTrades @cantonmeow $LAES $UROY please ๐Ÿ™‚"  
[X Link](https://x.com/platochi_/status/1987056246382281197)  2025-11-08T07:15Z [---] followers, [---] engagements


"Point stands ๐Ÿ™‚ For due diligence purposes here's UUUU/UEC info pulled from the SEC. $UEC does business in British Colombia. Incorporated in NV. $UUUU does business in Colorado. Incorporated in Ontario. Both companies work for both US & Canadian interests & would benefit from the uranium reclassification"  
[X Link](https://x.com/platochi_/status/1987197732679987648)  2025-11-08T16:37Z [---] followers, [---] engagements


"@TBirdV would love to see your take on $UROY's chart if you're still looking at charts today ๐Ÿ™‚"  
[X Link](https://x.com/platochi_/status/1987578183533642084)  2025-11-09T17:49Z [---] followers, [---] engagements


"@commonsenseplay @DominicoCharts Aged like milk. As usual agreed with my bud @DominicoCharts"  
[X Link](https://x.com/platochi_/status/1987690723026637236)  2025-11-10T01:16Z [---] followers, [---] engagements


"Called that $NBIS would surprise everyone last night but todays earnings call from the @nebiusai team was amazing. I have to reevaluate my ports DC exposure ๐Ÿ™‚ @TheRayMyers Neoclouds by a long shot. $NBIS & $IREN are by far the best options in the list. $CIFR is also a steal on todays pullback. $NBIS will surprise everyone with its earnings report tomorrow ๐Ÿ˜Ž @TheRayMyers Neoclouds by a long shot. $NBIS & $IREN are by far the best options in the list. $CIFR is also a steal on todays pullback. $NBIS will surprise everyone with its earnings report tomorrow ๐Ÿ˜Ž"  
[X Link](https://x.com/platochi_/status/1988251430675747023)  2025-11-11T14:24Z [---] followers, [---] engagements


"@planert41 Good luck with capital gains lol"  
[X Link](https://x.com/platochi_/status/1988457976601211324)  2025-11-12T04:05Z [---] followers, [--] engagements


"@DeepValueBagger @AlvaroMysterio yeah its $7-9B arr which ought to be around $1.75B quarterly chart looks off"  
[X Link](https://x.com/platochi_/status/1988690009625657536)  2025-11-12T19:27Z [---] followers, [---] engagements


"$PATHs moat being Maestro is almost entirely obviated by OpenAis agentic orchestration introduced on dev day and Nvidias agentic push mentioned in their conference. I did my DD liked what I saw went long in stock and options prior to their partnership announcements. Stayed through the run up from $13 to $18 and was going to keep holding until I saw the writing on the wall with OAI and NVDA. Not sure that the leadership team has what it takes to fully pivot out of being viewed as RPA provider pivot into agentic ai and also compete with other agentic players. That and the insider sales. I read"  
[X Link](https://x.com/platochi_/status/1988718783645552664)  2025-11-12T21:21Z [---] followers, [---] engagements


"if AI is cancelled can gen z have their jobs back ๐Ÿ™ƒ $NBIS $IREN $CIFR $WULF $BITF"  
[X Link](https://x.com/platochi_/status/1989057499924959611)  2025-11-13T19:47Z [---] followers, [---] engagements


"@accounting_ds Bro the crop on this is WILD. Thats enough finX for today ๐Ÿ˜‚"  
[X Link](https://x.com/platochi_/status/1989064753906688320)  2025-11-13T20:16Z [---] followers, [--] engagements


"nvda beat & my port is green ah"  
[X Link](https://x.com/platochi_/status/1991295779814752544)  2025-11-20T00:01Z [---] followers, [--] engagements


"was it something i said $NVDA $SPX"  
[X Link](https://x.com/platochi_/status/1991567023076438420)  2025-11-20T17:59Z [---] followers, [--] engagements


"i know i haven't been in the investing space for long -- but wtf that was the craziest intraday move in $SPY that i've ever seen. even $CIFR started the day with a new deal announcement & is red AH. $NBIS too -- jeez"  
[X Link](https://x.com/platochi_/status/1991646330247344467)  2025-11-20T23:14Z [---] followers, [---] engagements


"in this week's episode of The Market's Bizarre Adventure ๐Ÿ› people regretted the gov shutdown ending last week ๐ŸŽฎ $NVDA saved the market Wednesday for [---] hours ๐ŸŽ„ Cook's comments cooked the Christmas comeback ๐Ÿช™ your mamma's $BTC got liquidated . again ๐Ÿคฏ $3.1T worth of contracts expired today (10% of US debt) ๐Ÿ”ช $QQQ qilled your qalls on qancelled jobs reports โ˜  I $SPY with my little eye Saudi Arabia liquidity what's going to happen to our ports find out in next week's episode of The Market's Bizarre Adventure"  
[X Link](https://x.com/platochi_/status/1992017590659526700)  2025-11-21T23:49Z [---] followers, [--] engagements


"in this week's episode of The Market's Bizarre Adventure ๐Ÿ› people regretted the gov shutdown ending last week ๐ŸŽฎ $NVDA saved the market Wednesday for [---] hours ๐ŸŽ„ Cook's comments cooked the Christmas comeback ๐Ÿช™ your mamma's $BTC got liquidated . again ๐Ÿคฏ $3.1T worth of contracts expired today (10% of US debt) ๐Ÿ”ช $QQQ qilled your qalls on qancelled jobs reports โ˜  I $SPY with my little eye Saudi Arabia liquidity what's going to happen to our ports find out in next week's episode of The Market's Bizarre Adventure"  
[X Link](https://x.com/platochi_/status/1992018464735736136)  2025-11-21T23:53Z [---] followers, [---] engagements


"@Perugius__ Good repositioning on $NBIS and depending on the high beta recovery leading to EOY those $LAES leaps might hit ๐Ÿ˜Ž"  
[X Link](https://x.com/platochi_/status/1993798783042507119)  2025-11-26T21:47Z [---] followers, [---] engagements


"this touched a nerve. society misprices fundamental science. pure research contributions are deemed valuable if they lead to readily marketable products. today the best physics institutes are on Wall Street i hope to change that one day There are more physics PhDs working in finance than are working in physics. https://t.co/jRtD2w7lol There are more physics PhDs working in finance than are working in physics. https://t.co/jRtD2w7lol"  
[X Link](https://x.com/platochi_/status/1993827429589364942)  2025-11-26T23:41Z [---] followers, [---] engagements


"I think this is the first time I caught up to your wavelength I spent today researching if $NVDA is a mid [----] play & came to a similar conclusion. Of the companies that are capable of meeting hyper scalar demands Nvidia stand out as pretty much the only option. In addition with the restrictions on China at least appearing to relax looks like theres a good opportunity near term"  
[X Link](https://x.com/platochi_/status/1994566267726946412)  2025-11-29T00:37Z [---] followers, [--] engagements


"@RJCcapital @DeepValueBagger @aleabitoreddit @BillAckman @RKGcapital @A_May_MD @alc2022 Ill make it on that list"  
[X Link](https://x.com/platochi_/status/1994950513725669507)  2025-11-30T02:04Z [---] followers, [---] engagements


"@pepemoonboy from everything that Ive learnt from the oracle of WSB @aleabitoreddit the answers clearly $NBIS ( $META is solid too tbf )"  
[X Link](https://x.com/platochi_/status/1994973903509438814)  2025-11-30T03:36Z [---] followers, [----] engagements


"Nvidia is obvious; their GPU market dominance isnt really going anywhere. Hyperscalers are still going to rely on their chips for AI training and data centers are still going to buy GPUs even despite the TPU scare. Simply put we dont have readily available chips in the scale that $NVDA is operating at. Sensei @aleabitoreddit has a much more detailed take; https://x.com/aleabitoreddit/status/1994555219607523362s=46 https://x.com/aleabitoreddit/status/1994555219607523362s=46"  
[X Link](https://x.com/platochi_/status/1995265930981695689)  2025-11-30T22:57Z [---] followers, 17.5K engagements


"Im prepared for volatility this week. I have about 35% of my holdings in cash to position myself in $NBIS $CIFR $TE & $BITF on a pullback if it happens. Historically if $VIX falls 35% in [--] trading session theres a 90% chance of a $SPY drawdown within [--] trading sessions (see @market_sleuths post). With this price action on $BTC history seems likely to rhyme short term. JUST IN: Bitcoin falls under $88000. https://t.co/NuoDlGvmzJ JUST IN: Bitcoin falls under $88000. https://t.co/NuoDlGvmzJ"  
[X Link](https://x.com/platochi_/status/1995295784149868612)  2025-12-01T00:56Z [---] followers, [----] engagements


"Its because $BTC is down. Low liquidity post Thanksgiving weekend + an algorithmic trigger are the most likely causes for a $BTC sell off. TBH I dont think we know for sure but folks use BTCs weekend action to speculate on how the broader market will move. Neoclouds/Miners HPC are still being hit by BTCs price action as the broader market hasnt decoupled $IREN $CIFR $WULF $BITF etc from $BTC and $NBIS gets correlated with them (just see posts on @X which compare and constant them). The indices are down based on the broader market weakness and uncertainty with the Yen. It doesnt help that BTC"  
[X Link](https://x.com/platochi_/status/1995447525751271742)  2025-12-01T10:58Z [---] followers, [---] engagements


"Startup Updates ๐Ÿ› Built a super basic serverless financial data analysis pipeline ๐Ÿค– Integrated @GeminiApps LLM agent into the pipeline ๐Ÿค Applied to @ycombinators cofounder match ๐ŸŒ Set up the domain @X handle etc. ๐Ÿ–ผ Used @framer to get a landing page going ๐Ÿ™‚ Platochi Shippuden Arc Begins Sayonara for now ๐Ÿ˜Ž hey folks ๐Ÿ‘‹๐Ÿฝ I'm taking a break to start my own company I wanted to make this post to ๐Ÿ” recap my journey so far ๐ŸŽ– share my wins & losses ๐Ÿ“ฟ what I'm doing to autopilot the next couple of months ๐Ÿ‚ why I'm bullish going into EOY https://t.co/DuNgzPMns6 Shippuden Arc Begins Sayonara"  
[X Link](https://x.com/platochi_/status/1995524290880667981)  2025-12-01T16:04Z [---] followers, [---] engagements


"@accounting_ds good call -- I was 35% cash gang and positioned modestly into $CIFR $NBIS and $BITF but idk feels like chop this week"  
[X Link](https://x.com/platochi/status/1995591372758548665)  2025-12-01T20:30Z [---] followers, [---] engagements


"@accounting_ds agreed think all eyes are on $BTC Japan & the fed this week. Unless the market gets clarity I agree that we'll chop till rate cuts are finalized"  
[X Link](https://x.com/platochi_/status/1995592071168864453)  2025-12-01T20:33Z [---] followers, [--] engagements


"@accounting_ds @WheelieInvestor +1 on the Myth of Sisyphus"  
[X Link](https://x.com/platochi_/status/1995607053793198239)  2025-12-01T21:32Z [---] followers, [--] engagements


"@pepemoonboy Check it out -- making progress Hardest part so far is finding the right cofounder & building a presence on @X for people to eventually beta test the platform. I got this though I believe in what I'm building https://x.com/platochi_/status/1995524290880667981s=20 Startup Updates ๐Ÿ› Built a super basic serverless financial data analysis pipeline ๐Ÿค– Integrated @GeminiApps LLM agent into the pipeline ๐Ÿค Applied to @ycombinators cofounder match ๐ŸŒ Set up the domain @X handle etc. ๐Ÿ–ผ Used @framer to get a landing page going ๐Ÿ™‚ Platochi"  
[X Link](https://x.com/platochi_/status/1995630731297784004)  2025-12-01T23:06Z [---] followers, [--] engagements


"@RJCcapital $IREN bulls on watch ( don't come at me $IREN is cool & so is $NBIS )"  
[X Link](https://x.com/platochi_/status/1995641462680355027)  2025-12-01T23:49Z [---] followers, [---] engagements


"Due to wanting to experiment with being picked up by the new @grok algo favoring viral content I have no choice but to change my @X fictional avatar to a fintech startup girl like sensei @aleabitoreddit Currently at [---] followers lets see EOY Only the OGs will know ๐Ÿ˜Ž Im changing my profile pic to a girl Currently at [----] followers. Lets see where im sitting at the end of the year. Only the OGs will know. https://t.co/IFI0Ygcuwk Im changing my profile pic to a girl Currently at [----] followers. Lets see where im sitting at the end of the year. Only the OGs will know. https://t.co/IFI0Ygcuwk"  
[X Link](https://x.com/platochi_/status/1995803825047793871)  2025-12-02T10:34Z [---] followers, [---] engagements


"@DeepValueBagger @grok explain ๐Ÿ‘†"  
[X Link](https://x.com/platochi_/status/1995958433963802959)  2025-12-02T20:49Z [---] followers, [--] engagements


"@_stockResearch ๐Ÿค $NBIS $META $CIFR $BITF in decreasing orders of allocation are my current basket"  
[X Link](https://x.com/platochi_/status/1996199009824932201)  2025-12-03T12:45Z [---] followers, [---] engagements


"@_stockResearch Tkx Hows the pivot to a girl pfp going analytics wise"  
[X Link](https://x.com/platochi_/status/1996220723866616318)  2025-12-03T14:11Z [---] followers, [--] engagements


"@aleabitoreddit markets are irrational longer than i can remain solvent in action ๐Ÿ˜‚"  
[X Link](https://x.com/platochi_/status/1996234283392864742)  2025-12-03T15:05Z [---] followers, [---] engagements


"@babyfolio @accounting_ds @theinformation The fact its break even is a joke too"  
[X Link](https://x.com/platochi_/status/1996294992604676219)  2025-12-03T19:06Z [---] followers, [--] engagements


"@TheSkayeth Cool what about $META"  
[X Link](https://x.com/platochi_/status/1996499585498505652)  2025-12-04T08:39Z [---] followers, [----] engagements


"I don't think $BTC price action outright determines $NBIS but the correlation seems pretty close & leads me to lean on them being related. If the relationship holds can't wait for the ๐ŸŽ…๐Ÿผ rally If the relationship doesn't hold I'm going to keep DCA'ing into $NBIS as long as the fundamentals hold"  
[X Link](https://x.com/platochi_/status/1997345344363835711)  2025-12-06T16:40Z [---] followers, [---] engagements


"Vibe coding AI assisted traditional coding"  
[X Link](https://x.com/platochi_/status/1998484819525906701)  2025-12-09T20:08Z [---] followers, [--] engagements


"@aleabitoreddit The results of this poll are interesting. Im not sure I understand how delivering payloads to space with reusable boosters & having a potential multinational customer base isnt worth that amount"  
[X Link](https://x.com/platochi_/status/1998527723875238016)  2025-12-09T22:58Z [---] followers, [---] engagements


"@Coinvo Yo sensei @aleabitoreddit Im curious to hear your thoughts on this; Ive read your takes on the Japanese Yen Carry trade & you seem plugged into their markets"  
[X Link](https://x.com/platochi_/status/2001152268222267483)  2025-12-17T04:47Z [---] followers, [---] engagements


"@Kalshi nice call @aleabitoreddit"  
[X Link](https://x.com/platochi/status/2008258837128900885)  2026-01-05T19:26Z [---] followers, [--] engagements


"I use GitHub ( $MSFT ) & have used GitLab ( $GTLB ). Isnt this an instance of @AnthropicAI hosting their codebase off of a competitors platform or am I missing something about $GTLB that @midwit_capital sees fundamentally Im a simple man: I see @AnthropicAI running its entire codebase on $GTLB then I watch software vs. semis have its worst day since [----]. Also thanks to Anthropic. I stop thinking altogether and proceed to buy as many $GTLB shares as I can at $37. @bstaples: "A great example is https://t.co/2MUvQLB2ZV Im a simple man: I see @AnthropicAI running its entire codebase on $GTLB"  
[X Link](https://x.com/platochi/status/2008672195824988525)  2026-01-06T22:49Z [---] followers, [----] engagements


"@Kaju_Nut Because you dont own the thoughts in AI tools. You do with Mathematica MATLAB Maple etc AI tools are simultaneously a databank of thoughts and a queryable tool When publishing you disclose references youve borrowed/gotten ideas from there should be no diff with AI tools"  
[X Link](https://x.com/platochi/status/2008991226775892137)  2026-01-07T19:56Z [---] followers, [----] engagements


"@legen_eth because you posted your gains this morning"  
[X Link](https://x.com/platochi/status/2009003941342925075)  2026-01-07T20:47Z [---] followers, [---] engagements


"@realDonaldTrump announces memorandum on large institutions buying single family homes $BX tanks makes sense $OPEN tanks  @realDonaldTrump galvanizes base to buy mortgage bonds $OPEN +14% for those who hit listened to my swing trade call yesterday ๐Ÿค The memorandum on large institutional investors buying single-family homes offers a short term swing opportunity. Blackstone $BX owns 275-350k homes with a market cap of $190B. If no TACO then they will certainly be affected by the memorandum. Opendoor $OPEN owns 6-7k homes https://t.co/jgfiUaWh5R The memorandum on large institutional investors"  
[X Link](https://x.com/platochi/status/2009401617259675794)  2026-01-08T23:07Z [---] followers, [---] engagements


"@strandedpsgr @realDonaldTrump what would have improved the thesis in your view"  
[X Link](https://x.com/platochi/status/2009404339878809850)  2026-01-08T23:18Z [---] followers, [--] engagements


"it's 2:30 am kid's asleep wife's asleep i'm coding testing and grinding got the legal + financials setup secured website doing technical work vibe coding marketing etc I've decided. I'm going solo & not go through the @ycombinator process if they need a cofounder igmi"  
[X Link](https://x.com/platochi/status/2009892082039603640)  2026-01-10T07:36Z [---] followers, [---] engagements


"vibe coding with Claude should be called #Clauding"  
[X Link](https://x.com/platochi/status/2010466312489673009)  2026-01-11T21:38Z [---] followers, [--] engagements


"@grok remove the coldest mf in the photo"  
[X Link](https://x.com/platochi/status/2010572095026307460)  2026-01-12T04:38Z [---] followers, [---] engagements


"@OmriBuilds The founder. The idea that the founder comes up with their execution their team etc. No startups are impossible to copy but if you ship something quality fast either solo or with a team its hard to beat that first mover advantage"  
[X Link](https://x.com/platochi/status/2010573766703866014)  2026-01-12T04:45Z [---] followers, [--] engagements


"@federalreserve https://x.com/platochi/status/2010572095026307460s=46 @grok remove the coldest mf in the photo https://t.co/1xEdIe5kPi https://x.com/platochi/status/2010572095026307460s=46 @grok remove the coldest mf in the photo https://t.co/1xEdIe5kPi"  
[X Link](https://x.com/platochi/status/2010573827848495203)  2026-01-12T04:45Z [---] followers, [--] engagements


"bringing it back to the basics in [----] initiated a position on $VLN based on sensei @aleabitoreddit's DD. Waited till today to confirm volume and grabbed 1k shares on the drop. Valens looks like extreme mispricing at $2.5. The -$82M inventory burn was a massive data error likely from ticker collision between $VLN and $VLN Toronto. Retail has found out about the alpha early. Yet algorithms have not caught on yet as they're still modeling https://t.co/b7SaGQ6x1f Valens looks like extreme mispricing at $2.5. The -$82M inventory burn was a massive data error likely from ticker collision between"  
[X Link](https://x.com/platochi/status/2010726981286158651)  2026-01-12T14:54Z [---] followers, [---] engagements


"@Karmedge Yea Im with @thesophiaxu on this one mate its great"  
[X Link](https://x.com/platochi/status/2010943567834034624)  2026-01-13T05:14Z [---] followers, [--] engagements


"writing my next @X / @SubstackInc article and I'm grooving this morning like"  
[X Link](https://x.com/platochi/status/2011449198286373176)  2026-01-14T14:43Z [---] followers, [---] engagements


"@aleabitoreddit Just initiated my long position (all shares) in $LPTH thanks again for the DD"  
[X Link](https://x.com/platochi/status/2011506533645877527)  2026-01-14T18:31Z [---] followers, [---] engagements


"Here's an example of how the API works You can access options activity (for example) on any ticker (I chose $NBIS for demonstration purposes). @unusual_whales also has toggles to track unusual options orders pull up the stock prices and other useful functionality. I recommend checking out traders who use unusual whales on youtube there are nice tutorials there (for example): https://www.youtube.com/watchv=a0Dex35_Z5Q https://www.youtube.com/watchv=a0Dex35_Z5Q"  
[X Link](https://x.com/platochi/status/2011592372631523432)  2026-01-15T00:12Z [---] followers, [--] engagements


"Improved the Treemap diagram implementation. This time I used plotly for the data visualization and yfinance data. My prior attempt on modeling the sector rotation involved obtaining data from the internet via python scripts. That's no longer needed ๐Ÿ™‚ Treemap diagrams are a useful visualization technique for hierarchical data. You can build something pretty basic in python to visualize financial data on any given day. This is what @unusual_whales does everyday when they post pre/after market changes. These maps work by https://t.co/P2xUgRyYa1 Treemap diagrams are a useful visualization"  
[X Link](https://x.com/platochi/status/2011656253697585290)  2026-01-15T04:26Z [---] followers, [---] engagements


"I'm initiating a coverage report on the quantum computing sector. In the report I'm going into different technologies (ion traps/superconducting qubits) and bottlenecks (scaling/connectivity) experienced by modern platforms I want to know are people interested to reading it"  
[X Link](https://x.com/platochi/status/2012552015268733091)  2026-01-17T15:46Z [---] followers, [---] engagements


"Hey @X algorithm I'm making [--] changes from this point onwards Bringing #quantum computing + AI/tech insights to finX Sharing my #founder journey publicly X Substack #articles go live together Show this post to finX + physicists + founders + @XCreators"  
[X Link](https://x.com/platochi/status/2012580726047219884)  2026-01-17T17:40Z [---] followers, [--] engagements


"@KobeissiLetter This is going to be fun to watch unfold on @Polymarket"  
[X Link](https://x.com/platochi/status/2012583751973212381)  2026-01-17T17:52Z [---] followers, [---] engagements


"@unusual_whales I wouldn't be surprised if Coinbase capitulates. This administration is very pro crypto and it wouldn't be ideal to butt heads on this issue"  
[X Link](https://x.com/platochi/status/2012584204630925478)  2026-01-17T17:54Z [---] followers, [----] engagements


"@sunxliao Presumably there's going to be a sector rotation into real estate this sector has been pretty weak for a while"  
[X Link](https://x.com/platochi/status/2012585224903802927)  2026-01-17T17:58Z [---] followers, [---] engagements


"@Geiger_Capital Well glad I went cash gang before the long weekend"  
[X Link](https://x.com/platochi/status/2012587962433728997)  2026-01-17T18:08Z [---] followers, [----] engagements


"@DeItaone Well glad I went cash gang before the long weekend"  
[X Link](https://x.com/platochi/status/2012588087994446112)  2026-01-17T18:09Z [---] followers, [---] engagements


"@Mr_Derivatives I'm glad I went cash gang before this weekend"  
[X Link](https://x.com/platochi/status/2012588159410774218)  2026-01-17T18:09Z [---] followers, [----] engagements


"@unusual_whales I'm glad I went cash gang into this weekend"  
[X Link](https://x.com/platochi/status/2012593262746333539)  2026-01-17T18:30Z [---] followers, [----] engagements


"@great_martis Im glad Ive gone cash gang into the long weekend"  
[X Link](https://x.com/platochi/status/2012598329998246006)  2026-01-17T18:50Z [---] followers, [----] engagements


"@X @SubstackInc cc: @systematicls shot in the dark -- can I get your creative eye on the article I'd love some feedback"  
[X Link](https://x.com/platochi/status/2012610468183933329)  2026-01-17T19:38Z [---] followers, [--] engagements


"@Geiger_Capital Eh Im not so sure looking at the Polymarket odds it looks like they will rule against it. You may be right that they wont issue a ruling right away but its been deferred a few times and pressure is mounting https://x.com/platochi/status/2012592803025408062s=46 Today @realDonaldTrump announced new +10% tariffs on European geopolitical allies regarding the Greenland situation. Here's how you can profit from upcoming market volatility. Analysis: Greenland holds vast largely untapped reserves of Rare Earth Elements (REEs) and other https://t.co/xCV1ZDqRrC"  
[X Link](https://x.com/platochi/status/2012616881371254946)  2026-01-17T20:03Z [---] followers, [---] engagements


"@WhiteHouse This coming from the official WH is wild"  
[X Link](https://x.com/platochi/status/2012618474284040273)  2026-01-17T20:10Z [---] followers, [---] engagements


"@GrindeOptions So glad I'm cash gang going into this weekend"  
[X Link](https://x.com/platochi/status/2012629364832141629)  2026-01-17T20:53Z [---] followers, [---] engagements


"@GrindeOptions @Sergeant991 Nice picks the DC stocks like $NBIS $CIFR $IREN and energy stocks $FLNC and $EOSE are ones to watch into 2026"  
[X Link](https://x.com/platochi/status/2012629621687128527)  2026-01-17T20:54Z [---] followers, [---] engagements


"@retail_mourinho Good swing opportunity https://x.com/platochi/status/2012592803025408062s=46 Today @realDonaldTrump announced new +10% tariffs on European geopolitical allies regarding the Greenland situation. Here's how you can profit from upcoming market volatility. Analysis: Greenland holds vast largely untapped reserves of Rare Earth Elements (REEs) and other https://t.co/xCV1ZDqRrC https://x.com/platochi/status/2012592803025408062s=46 Today @realDonaldTrump announced new +10% tariffs on European geopolitical allies regarding the Greenland situation. Here's how you can profit from"  
[X Link](https://x.com/platochi/status/2012634981089132999)  2026-01-17T21:15Z [---] followers, [---] engagements


"@DudeWhoInvests There is a special hell in the 10k to 100k journey"  
[X Link](https://x.com/platochi/status/2012664579122213012)  2026-01-17T23:13Z [---] followers, [---] engagements


"Do we have a Polymarket going between what happens first; bankers admit aliens are real vs US acquires Greenland"  
[X Link](https://x.com/platochi/status/2012986353105936763)  2026-01-18T20:32Z [---] followers, [--] engagements


"@aleabitoreddit Nice write up Do you feel that data center stocks (like $NBIS $CIFR $IREN) and REE/CM stocks (like $UEC $UUUU $NB) have already had their run or is there room for more upside this year"  
[X Link](https://x.com/platochi/status/2013135868354068528)  2026-01-19T06:26Z [---] followers, [----] engagements


"@Kalshi JUST IN: OAI launches device to make you into a walking data center"  
[X Link](https://x.com/platochi/status/2013271703145640260)  2026-01-19T15:25Z [---] followers, [---] engagements


"@Kalshi ALT: Guy responsible for loss of faith in the system complains that people arent playing anymore"  
[X Link](https://x.com/platochi/status/2013309476774740027)  2026-01-19T17:55Z [---] followers, [---] engagements


"@WatcherGuru Conditions are set for capitulation will be interesting to follow this on prediction markets"  
[X Link](https://x.com/platochi/status/2013325038955442436)  2026-01-19T18:57Z [---] followers, [---] engagements


"@Kalshi If it goes through this is a clear incentive to keep snarky reply momentum up"  
[X Link](https://x.com/platochi/status/2013363730499703203)  2026-01-19T21:31Z [---] followers, [---] engagements


"Macro analysis by Serenity ๐Ÿ† + some thoughts about where the market may directionally go this trading week High beta stocks got hit hardest during the October pullback + tax loss harvesting season and I'm monitoring the situation to initiate a trade. High beta sectors I'm looking at: - Data centers & BTC miners like $NBIS $CIFR $IREN $BITF had very strong pullbacks last year. I'm looking to enter on a 20-30% drawdown. We're seeing $CIFR down 5% in overnight (low liquidity) markets so defintely a good space to watch. - SaaS companies like $PATH $META $NFLX $GOOG etc. These are not "necessary""  
[X Link](https://x.com/platochi/status/2013382026938757580)  2026-01-19T22:44Z [---] followers, [---] engagements


"@Perugius__ @aleabitoreddit $META is in a really interesting spot. If it sells off 3-5% itll be in the same spot it was after that algorithmic sell off. Definitely worth tracking to long at that point"  
[X Link](https://x.com/platochi/status/2013387828999209282)  2026-01-19T23:07Z [---] followers, [--] engagements


"@Perugius__ Also $META could play out at these levels btw https://x.com/ShortSeller/status/2013377019199865285s=20 $META know your timeframe - but likely close to a good entry point if not already long the name (Two paths) // Only weekly close below blue channel negates my optimism https://t.co/OFFscPvvt1 https://x.com/ShortSeller/status/2013377019199865285s=20 $META know your timeframe - but likely close to a good entry point if not already long the name (Two paths) // Only weekly close below blue channel negates my optimism https://t.co/OFFscPvvt1"  
[X Link](https://x.com/platochi/status/2013390360295170197)  2026-01-19T23:17Z [---] followers, [---] engagements


"@Perugius__ Cash gang ๐Ÿ‘Š"  
[X Link](https://x.com/platochi/status/2013397795110011083)  2026-01-19T23:46Z [---] followers, [--] engagements


"@retardmode Thanks for the clear explanation and breakdown"  
[X Link](https://x.com/platochi/status/2013551654109413843)  2026-01-20T09:58Z [---] followers, [--] engagements


"SCOTUS Ruling + US Market Open + JPY Bonds SCOTUS Looks like SCOTUS decides again to not issue the anticipated ruling on the legality of President Trump's tariffs today. @Polymarket odds just jumped to 34%. Market open ๐Ÿฅ— Defense: $ONDS $OSS ๐ŸŸข The US-Greenland debacle provided tailwinds mostly. Plus $ONDS PT was raised recently. Energy: $UUUU $EOSE $UEC ๐ŸŸข (mostly) Rare earths and critical minerals drive most of the headlines for the US-Greenland issue. Bullish for the energy sector. Photonics: $LPTH Watching for Germanium bottleneck thesis put together by Serenity. Data Center/BTC Miners:"  
[X Link](https://x.com/platochi/status/2013631111574761597)  2026-01-20T15:14Z [---] followers, [---] engagements


"@WatcherGuru Sometimes I wonder if hes a deep finance plant. Say market opens red to get everyone to provide exit liquidity and then buy today intraday setting people to panic-exit"  
[X Link](https://x.com/platochi/status/2013710162423333028)  2026-01-20T20:28Z [---] followers, [--] engagements


"@accounting_ds Fortunately I was cash gang going into this week"  
[X Link](https://x.com/platochi/status/2013725283589701844)  2026-01-20T21:28Z [---] followers, [--] engagements


"@accounting_ds Thanks Felt like the spy rally was a little overextended on no volume. Im actually considering selling some CSPs on cipher expiring February"  
[X Link](https://x.com/platochi/status/2013726313580790098)  2026-01-20T21:32Z [---] followers, [--] engagements


"@accounting_ds Cramer said to buy shit"  
[X Link](https://x.com/platochi/status/2013727171676676454)  2026-01-20T21:35Z [---] followers, [--] engagements


"@accounting_ds Short term I think we may retest the [---] day SMA at $675. Not so sure into April though"  
[X Link](https://x.com/platochi/status/2013727472525734364)  2026-01-20T21:36Z [---] followers, [--] engagements


"@AshCrypto @Alice_an1 @grok Hey @grok what do you think now"  
[X Link](https://x.com/platochi/status/2013735608586248319)  2026-01-20T22:09Z [---] followers, [--] engagements


"Love the write up and reasoning here. Waiting a few days for the market to digest Serenitys post was a good move too gives a chance to let the algo hunt fade. Only question is timing and sizing given the broader market context. Im starting a small position with them tomorrow but looking to size up on dips. https://twitter.com/i/web/status/2013793936804913305 https://twitter.com/i/web/status/2013793936804913305"  
[X Link](https://x.com/platochi/status/2013793936804913305)  2026-01-21T02:01Z [---] followers, [---] engagements


"@accounting_ds Good moves ๐Ÿค"  
[X Link](https://x.com/platochi/status/2013797597886984393)  2026-01-21T02:15Z [---] followers, [--] engagements


"@goooonnney @accounting_ds"  
[X Link](https://x.com/platochi/status/2013800299249438824)  2026-01-21T02:26Z [---] followers, [--] engagements


"$SPY when @realDonaldTrump is called 'Daddy' What is this timeline"  
[X Link](https://x.com/platochi/status/2013979958238924958)  2026-01-21T14:20Z [---] followers, [--] engagements


"@Perugius__ Checking IV"  
[X Link](https://x.com/platochi/status/2014037471571358190)  2026-01-21T18:08Z [---] followers, [--] engagements


"@Perugius__ @unusual_whales So @Polymarket priced the tariff decision being resolved by next week at 4%. Id expect more uncertainty going into end of Jan. Shares and selling CC might be a better play now"  
[X Link](https://x.com/platochi/status/2014040421589025180)  2026-01-21T18:20Z [---] followers, [--] engagements


"I'm working on the fair value for the sector specific/SPACs. They'll be in the full report. But if TLDR: I'm watching SKYT at these levels"  
[X Link](https://x.com/platochi/status/2014066156248711345)  2026-01-21T20:02Z [---] followers, [--] engagements


"@Mr_Derivatives I'll throw my hat in here ๐Ÿ™‚ @platochi"  
[X Link](https://x.com/platochi/status/2014069921186025553)  2026-01-21T20:17Z [---] followers, [--] engagements


"@KobeissiLetter The play-by-play on this was excellent -- kudos on the breakdown"  
[X Link](https://x.com/platochi/status/2014071247362044021)  2026-01-21T20:22Z [---] followers, [----] engagements


"@accounting_ds With the right team we can go to the moon. With the right team we can build Rome in a day. With the right team we can solve the market"  
[X Link](https://x.com/platochi/status/2014102273329070447)  2026-01-21T22:26Z [---] followers, [--] engagements


"@Mr_Derivatives Not seeing $META on here is crazy ๐Ÿฅ€ Rip to all $META short term call buyers"  
[X Link](https://x.com/platochi/status/2014134837754409461)  2026-01-22T00:35Z [---] followers, [----] engagements


"@kimmonismus Looks like the market deemed their capex spend as unnecessary. $META need to course correct ASAP"  
[X Link](https://x.com/platochi/status/2014184731902988688)  2026-01-22T03:53Z [---] followers, [---] engagements


"@DarkMiner Gotcha thought you bought calls on a bull case"  
[X Link](https://x.com/platochi/status/2014188455157174499)  2026-01-22T04:08Z [---] followers, [--] engagements


"@Perugius__ @DeepValueBagger For a execution strat you can use RH to simulate the call value. If you're playing this conservatively place sell orders 5% under the contract value. You can catch a good sell before the IV corrects"  
[X Link](https://x.com/platochi/status/2014453713125904457)  2026-01-22T21:42Z [---] followers, [--] engagements


"$IONQ - Quantum Report Deep dive into trapped ions + why I'm omega long on @IonQ_Inc IonQ's a quantum computing company which uses trapped ion based technology to perform quantum compute. They're the only pure-play trapped ion based quantum computing. Here's their edge ๐Ÿ”– Let's get the obvious stuff out of the way 1/ Quantum computing is a niche tech currently at the R&D stage. 2/ QCs provide compute demands in pretty specific use cases not as a replacement to classical computers. 3/ $IONQ is not profitable. It's in a high-growth early-stage industry IonQ continues to report significant net"  
[X Link](https://x.com/platochi/status/2014732826634043505)  2026-01-23T16:11Z [---] followers, [--] engagements


"@DeepValueBagger I didn't catch the call heard the CFO dropped the ball What are the new risks"  
[X Link](https://x.com/platochi/status/2014763618047328534)  2026-01-23T18:14Z [---] followers, [----] engagements


"@TrdeToScale Echoing @Perugius__ keep things liquid. Ive been going cash gang into the weekends and its been working well. If you do want some exposures cash secured puts on companies you love is good way to go as you wait for better opportunities"  
[X Link](https://x.com/platochi/status/2014769323726750121)  2026-01-23T18:36Z [---] followers, [--] engagements


"@WatcherGuru What would Jesus do"  
[X Link](https://x.com/platochi/status/2014775802026397892)  2026-01-23T19:02Z [---] followers, 18.7K engagements


"$CIFR showing the market the screw-the-options-buyers-pattern perfectly today"  
[X Link](https://x.com/platochi/status/2014808778227524081)  2026-01-23T21:13Z [---] followers, [---] engagements


"@aleabitoreddit I was just thinking to myself What would Serenity do in the situation"  
[X Link](https://x.com/platochi/status/2014809460951162988)  2026-01-23T21:16Z [---] followers, [----] engagements


"@JKeynesAlpha $TEM is interesting as a play in health tech. Also one of Nancys holdings (s/o @legen_eth for the Pelosi tracker)"  
[X Link](https://x.com/platochi/status/2015092486289461522)  2026-01-24T16:01Z [---] followers, [---] engagements


"The quantum hype run happened last year. Imo the quantum sector is going to bleed from [----] - [----]. I'm not longing the sector now. Space defense & energy are the sectors to watch this year. $INTC's sell off provides headwinds to semi/AI short term. I'm in/watching $TE $SATL $LTPH. In quantum though $CCCX $DMYY & $LAES are probably volatile short term trades if you're wanting to scalp the volatility"  
[X Link](https://x.com/platochi/status/2015130943002988946)  2026-01-24T18:33Z [---] followers, [---] engagements


"@LEAPTRADER_ $CIFR thank me later"  
[X Link](https://x.com/platochi/status/2015193818249801839)  2026-01-24T22:43Z [---] followers, [---] engagements


"Breaking: @IonQ_Inc acquires @SkyWaterFoundry for $1.8B/$35 per share. This is a significant win for $IONQ. They will now own and operate their own semiconductor foundry and merchant supplier. For $SKYT however this deal isnt great. The $SKYT team quantum arm and their foundry are worth much more in the long run. They were positioned to be the only scalable quantum merchant. They could have addressed bottlenecks in device fabrication for both trapped ion systems and superconducting quantum platforms. Congrats to the IonQ team for acquiring them at such a steal. $IONQ - Quantum Report Deep"  
[X Link](https://x.com/platochi/status/2015763894405345434)  2026-01-26T12:28Z [---] followers, [---] engagements


"Wake up babe a new $NVDA $CRWV data center partnership dropped. Bullish for $NBIS / $CIFR / $IREN as well. All boats rise when $NVDA enters the water. Premarket news: $NVDA invests $2 bln in $CRWV at $87.20 per share Premarket news: $NVDA invests $2 bln in $CRWV at $87.20 per share"  
[X Link](https://x.com/platochi/status/2015780241088659828)  2026-01-26T13:33Z [---] followers, [---] engagements


"@FiddleyF @SJCapitalInvest Thanks for the context"  
[X Link](https://x.com/platochi/status/2015780589027090465)  2026-01-26T13:35Z [---] followers, [--] engagements


"@SJCapitalInvest @FiddleyF The angle that $SKYT fills the hole in Oxford Ionics pipeline definitely makes this a deal of a life time. IONQ is now a diversified business now"  
[X Link](https://x.com/platochi/status/2015781443503264099)  2026-01-26T13:38Z [---] followers, [---] engagements


"@Citrini7 Pretty disappointing deal for $SKYT holders honestly"  
[X Link](https://x.com/platochi/status/2015849569054064696)  2026-01-26T18:09Z [---] followers, [----] engagements


"@LandoInvests What you have going for you is timing. You basically caught the bottom of $IREN today. IV and theta are high though. I'd consider trimming on a 20-30% gain. FOMC is on Wednesday. Best of luck ๐Ÿ™‚"  
[X Link](https://x.com/platochi/status/2015953185035194477)  2026-01-27T01:01Z [---] followers, [---] engagements


"@MMatters22596 Why $DUOL"  
[X Link](https://x.com/platochi/status/2015953528649322979)  2026-01-27T01:02Z [---] followers, [---] engagements


"$USAR while being backstopped by a deal with the US Gov is trading at as if the deal didn't exist & being shorted at around 22%. Cool"  
[X Link](https://x.com/platochi/status/2022043808645697568)  2026-02-12T20:23Z [---] followers, [----] engagements


"@aleabitoreddit @TheLongInvest Profited off of the $UPWK play following you for more @aleabitoreddit"  
[X Link](https://x.com/anyuser/status/1965482199769297259)  2025-09-09T18:27Z [---] followers, [---] engagements


"Made my first WSB post today. Upped my $HIMS position because the spinosaurus pattern emerged https://www.reddit.com/r/wallstreetbets/comments/1njz7ns/hims_spinosaurus_pattern_confirmed_bought_calls/ https://www.reddit.com/r/wallstreetbets/comments/1njz7ns/hims_spinosaurus_pattern_confirmed_bought_calls/"  
[X Link](https://x.com/anyuser/status/1968566083742298172)  2025-09-18T06:41Z [---] followers, [----] engagements


"@aleabitoreddit @SimionAdvisory Fair point & those users get banned in due time lol. Like Steve gave the critical minerals play months ago and was banned because he helped people out"  
[X Link](https://x.com/anyuser/status/1970896350247330051)  2025-09-24T17:01Z [---] followers, [---] engagements


"@Nolanha48839088 @NighthawkTradez Less short shares available increases the chances of a short squeeze"  
[X Link](https://x.com/platochi/status/1971231741752021040)  2025-09-25T15:14Z [---] followers, [--] engagements


"@aleabitoreddit Interesting then presumably you're operating on higher quality info or have methods to extract higher quality info from publicly available information. Given what you said earlier about perfect recall I'm guessing it's the latter. Thanks Trying to develop my own mental model"  
[X Link](https://x.com/anyuser/status/1971413721810599996)  2025-09-26T03:17Z [---] followers, [--] engagements


"Say it with me folks @aleabitoreddit dont miss. Spino ate good Made my first WSB post today. Upped my $HIMS position because the spinosaurus pattern emerged https://t.co/RqIHE5Te4i https://t.co/zsMqD2fKj1 Made my first WSB post today. Upped my $HIMS position because the spinosaurus pattern emerged https://t.co/RqIHE5Te4i https://t.co/zsMqD2fKj1"  
[X Link](https://x.com/anyuser/status/1971606070717280640)  2025-09-26T16:01Z [---] followers, [---] engagements


"called $PATH last week in WSB: Folks were bearish even after ARKK dropped it. Easiest bullish indicators I've ever seen. Jokes aside @UiPath's mammoth run begins with the $SNOW partnership. Maestro will impact healthcare & finance next 1.5x EO2026 ez http://redd.it/1nql21w http://redd.it/1nql21w"  
[X Link](https://x.com/anyuser/status/1973065858940305695)  2025-09-30T16:42Z [---] followers, [----] engagements


"@aleabitoreddit @JK6483 Well deserved"  
[X Link](https://x.com/platochi/status/1973370347572633795)  2025-10-01T12:52Z [---] followers, [--] engagements


"@aleabitoreddit @Neat_Lama @soulbiri1 Really sorry to hear that. for what its worth I became a father on Saturday and your DD posts have made me and my new family thousands in medical/living expenses. Funny as it may be youre impacting our lives in a positive way"  
[X Link](https://x.com/anyuser/status/1973502859959468342)  2025-10-01T21:38Z [---] followers, [--] engagements


"@aleabitoreddit Steve Zissou (materials WSB guy) said something similiar on his substack. Acquiring money without a purpose is devoid of meaning. Real meaning comes from helping people and money is just a vehicle to help others"  
[X Link](https://x.com/anyuser/status/1973926951913136264)  2025-10-03T01:43Z [---] followers, [---] engagements


"@aleabitoreddit 1/ I mentioned this yesterday but was moved by @Neat_Lama's post & wanted to share more. I became a father last Saturday. My wife had serious pregnancy complications and we were facing some financial trouble. The only reason we're able to stay afloat is because "  
[X Link](https://x.com/anyuser/status/1973956817878462867)  2025-10-03T03:42Z [---] followers, [---] engagements


"@aleabitoreddit @Neat_Lama 3/ a career change to finance to follow in your footsteps. I have a dream to open up a research laboratory and everything I'm learning from you is helping not just my family but me to actualize to that goal"  
[X Link](https://x.com/anyuser/status/1973958405703577707)  2025-10-03T03:48Z [---] followers, [---] engagements


"@aleabitoreddit Based on your strat would $UPWK be a possible options swing trade candidate today Fair value around [--] buy leaps around [----] and shorter dated calls today at 17.5"  
[X Link](https://x.com/anyuser/status/1974194098837037319)  2025-10-03T19:25Z [---] followers, [---] engagements


"I've been sharpening my trading instincts by following @aleabitoreddit Steve Zissou and unusual options flow in @legen_eth's discord @unusual_whales & @FL0WG0D. Here's one trade that went well recently $AG: First Majestic Silver Corporation. I saw unusual bullish option flow & knew that AG's the atomic symbol for silver. Gold was ripping so I expected silver to follow to 50+. I took the same position on Sept/12 and ended up rolling it out to $10.5 10/24 on Sept/18 after silver dipped. Good thing I stayed calm & trusted the flow since AG ripped the next week. Closed the trade on Friday for a"  
[X Link](https://x.com/anyuser/status/1974873259238621502)  2025-10-05T16:24Z [---] followers, [---] engagements


"One day I will give all the money I earn in this bull market to bettering the lives of my friends & family and creating a new R&D laboratory in the US for mathematics physics and health science. I swear it"  
[X Link](https://x.com/anyuser/status/1975641806588289144)  2025-10-07T19:18Z [---] followers, [---] engagements


"@aleabitoreddit @DeepValueBagger @Neat_Lama & @soulbiri1 we have found our Tobirama Senju"  
[X Link](https://x.com/platochi/status/1975680682874544151)  2025-10-07T21:52Z [---] followers, [--] engagements


"4-5x return on $PATH investments across my brokerage & Roth accounts. Closed my Jan/2026 contracts today & keeping my Jan/2027 contracts in my Roth going ๐Ÿ™‚ Really happy with this trade overall I did my research made my dino diligence post on it on WSB and trusted in my plan. I was okay with letting my [----] calls expire worthless/taking a 30-40% loss & waiting until [----] to see returns. We were fortunate that @UiPath announced collaborations with the big AI players a few weeks after my DD post. $PATH's mammoth run will continue & I'm bullish long term Going to jump back in with shares &"  
[X Link](https://x.com/anyuser/status/1976428083583320142)  2025-10-09T23:22Z [---] followers, [----] engagements


"Gold (Bullion) vs Silver (Bullion): The First Majestic $AG PKMN Battle Throughout poke history Gold always had a head start on Silver usually winning 65:1 in his battle ratio because he got all three starters. Because of this Gold arrived at Victory Road early and upped his win rate to 79:1 against Silver. But Silver encountered a powerful trainer group the First Majestic Silver Corp $AG. They showed Silver a path to Mt. Silver through their San Dimas Santa Elena and La Encantada mines. In these mines Silver raised his party to an unstoppable levels because these mines gave Silver a 39% Y/Y"  
[X Link](https://x.com/anyuser/status/1976717119183343829)  2025-10-10T18:31Z [---] followers, [----] engagements


"Shoutout to @Neat_Lama for pointing out this YF article on #silversqueeze What I found most interesting was the quote; On Friday Comex saw its largest one-day withdrawal of silver in more than four years. Also looks like the borrowing fee has shot up over 100% so RIP those shorting silver. With trade tensions between China & America starting up again and affecting Rare Earths including Silver there are three factors contributing to this squeeze. The first is natural overall silver production is down and silver prices have been rising organically. The second is geopolitical. This is an"  
[X Link](https://x.com/anyuser/status/1977372088630641109)  2025-10-12T13:53Z [---] followers, [---] engagements


"@pepemoonboy putting this out is bold. Ill take a stab at it too. Top life goals: [--]. Retire my parents & take care of their medical needs [--]. Provide for wife & kid [--]. Build a new R&D lab & make jobs for scientists [--]. Climb Aconcagua Someone want to keep the chain going My top life goals: [--]. Get closer to God [--]. Retire my parents [--]. Retire my wife [--]. Retire myself [--]. Help others [--]. Travel the world [--]. Free my mind If I can accomplish all these things I will have lived my definition of a successful life. My top life goals: [--]. Get closer to God [--]. Retire my parents [--]. Retire my wife [--]. Retire"  
[X Link](https://x.com/anyuser/status/1977379127633010701)  2025-10-12T14:21Z [---] followers, [----] engagements


"Looks like were on the same page @BankofAmerica ๐Ÿ™‚ #silversqueeze #RareEarths https://www.reuters.com/business/bofa-lifts-2026-gold-forecast-5000oz-sees-silver-65-2025-10-13/ Gold (Bullion) vs Silver (Bullion): The First Majestic $AG PKMN Battle Throughout poke history Gold always had a head start on Silver usually winning 65:1 in his battle ratio because he got all three starters. Because of this Gold arrived at Victory Road early and upped his https://t.co/zr5qSIOaed https://www.reuters.com/business/bofa-lifts-2026-gold-forecast-5000oz-sees-silver-65-2025-10-13/ Gold (Bullion) vs Silver"  
[X Link](https://x.com/anyuser/status/1977775217012568085)  2025-10-13T16:35Z [---] followers, [---] engagements


"@aleabitoreddit Just recommended the Exodia deck to my barber ๐Ÿ˜Ž"  
[X Link](https://x.com/platochi/status/1978213690622005388)  2025-10-14T21:37Z [---] followers, [---] engagements


"@soulbiri1 @aleabitoreddit Maybe sell some covered calls and free up some capital to buy /s ๐Ÿ˜‚"  
[X Link](https://x.com/anyuser/status/1978233761582997675)  2025-10-14T22:57Z [---] followers, [--] engagements


"Taking a step back from pre market euphoria to realize true happiness; holding my newborn while my wife and I discuss plans to become homeowners and spend more time with our families. @pepemoonboy is right being w/ the right person _is_ being wealthy the dollars come later"  
[X Link](https://x.com/anyuser/status/1978453153419780141)  2025-10-15T13:29Z [---] followers, [---] engagements


"Ill always be upfront about my positions. Took profits on 100/200 $20 call contracts and used that premium to buy $WULF. Still bullish that $AG has more room to run and isnt already at ATHs (like $HL). Good luck #silversqueeze folks ๐Ÿ™‚ Gold (Bullion) vs Silver (Bullion): The First Majestic $AG PKMN Battle Throughout poke history Gold always had a head start on Silver usually winning 65:1 in his battle ratio because he got all three starters. Because of this Gold arrived at Victory Road early and upped his https://t.co/zr5qSIOaed Gold (Bullion) vs Silver (Bullion): The First Majestic $AG PKMN"  
[X Link](https://x.com/anyuser/status/1978611805841703199)  2025-10-15T23:59Z [---] followers, [---] engagements


"$LAES GO: How to actually short the #quantum industry I work in quantum computing & here's how/why I'm shorting my own industry. TLDR; fight quantum with quantum. Break quantums moat by building superconducting firewalls to defend against quantum cryptographic attacks. -- As a quantum error correction researcher #quantumcomputing is a fun and hard science and engineering problem. The velcro-and-tang of this industry are novel developments for control systems or cool computer science algorithms that push at the frontiers of computing. Personally there are science problems (simulating high"  
[X Link](https://x.com/anyuser/status/1978709831595733141)  2025-10-16T06:29Z [---] followers, 15.9K engagements


"Todays pullback could not have come at a better time. @aleabitoreddit & @soulbiri1 have a great strategy for days like today; use shares as a way to derisk so that on nonmaterial pullbacks you have capital you can deploy to higher conviction plays. I had finished my $LAES thesis last night & am bullish. So on todays pullback I sold my $PATH $LAES & $BBAI shares to buy $LAES leaps ๐Ÿ™‚ Best of luck to longs & $LAES go $LAES GO: How to actually short the #quantum industry I work in quantum computing & here's how/why I'm shorting my own industry. TLDR; fight quantum with quantum. Break quantums"  
[X Link](https://x.com/anyuser/status/1978878084892819620)  2025-10-16T17:37Z [---] followers, [----] engagements


"Today's a gift & $AG just keeps on giving ๐Ÿ™‚ Took profits on my $15 & $12 January calls and used them to buy $UROY LEAPS & more $WULF calls ๐Ÿบ. As we know Exodia runs on โ˜ข energy and $CIFR $IREN $WULF $WLAC & $NBIS may need $UROY's support. Still have [---] $20 $AG calls๐Ÿ˜Ž. Gold (Bullion) vs Silver (Bullion): The First Majestic $AG PKMN Battle Throughout poke history Gold always had a head start on Silver usually winning 65:1 in his battle ratio because he got all three starters. Because of this Gold arrived at Victory Road early and upped his https://t.co/zr5qSIOaed Gold (Bullion) vs Silver"  
[X Link](https://x.com/anyuser/status/1978913373837242453)  2025-10-16T19:58Z [---] followers, [---] engagements


"Like my anime brother @soulbiri1 I've heard the Tera $WULF's cry under the October sky. Today's monster selloff doesn't change that @TeraWulfInc is backed by $GOOGL & its debt refinancing comes with no dilution ๐Ÿ˜Ž. $20+ company on a 35% sale bought [--] $20 Jan calls ๐Ÿบ Geralt of Rivia + White $WULF formation spotted - $20+ breakout. Was playing The Witcher [--] when I noticed something about $WULF's chart - Geralt AKA the White Wolf forgot to cast Yrden to keep out the bears so they got to him today but now that he remembered it should go to $20 https://t.co/41rKFLpsCa Geralt of Rivia + White"  
[X Link](https://x.com/anyuser/status/1979014793928262044)  2025-10-17T02:41Z [---] followers, [----] engagements


"Derivations: Chaos is a๐Ÿชœ 10/9/25 - 10/17/25 #1 I've had the best trading week of my life. I'm starting this series to break down my wins losses acquisitions & lessons learned. Profits: $PATH $AG $LAES $BBAI $IREN $UURAF Losses: $WFC $GIG Acquired: $WULF $UROY $BITF What an insane week. Tensions trade wars & mini liberation days & through all that max pain I'm up 2% over this period go figure. Here are some things I learned. Lesson 1: The best advice that changed my mind Isagi Yoichi style comes from @aleabitoreddit but is summarized well by @soulbiri1: ๐Ÿงฉ Leverage Low Deleverage High"  
[X Link](https://x.com/anyuser/status/1979506946278342909)  2025-10-18T11:16Z [---] followers, [----] engagements


"@DeepValueBagger As a new investor (started actively doing this in June) any tips for identifying high quality companies or high growth potential companies"  
[X Link](https://x.com/anyuser/status/1979599113172775007)  2025-10-18T17:23Z [---] followers, [----] engagements


"@aleabitoreddit @DeepValueBagger I made the mistake of following him & Mike Alfred when I joined X thinking they had decent info. Both turned out to be pump and dumpers. You become who you spend time with/are exposed to & I'd rather learn from you both ๐Ÿ˜Ž"  
[X Link](https://x.com/anyuser/status/1979904775274578186)  2025-10-19T13:37Z [---] followers, [---] engagements


"@chobiboni2 @DeepValueBagger @aleabitoreddit ๐Ÿ˜‚ its twitbate like this that makes me tired of his posts. He says this pretty much every week for some stock BKKT or CIFR and eventually one week there is material news & hes like called it"  
[X Link](https://x.com/anyuser/status/1979931119278539158)  2025-10-19T15:22Z [---] followers, [---] engagements


"As I'm learning how to trade on my own convictions & follow in the footsteps of the great finX hokages I'm constantly reevaluating my theses as news comes out. Today @CreusMoreira's post about @SEALSQcorp PQC100 capabilities & roadmap made me reconsider my $LAES thesis. I often get nervous when reading about putative successful implementations of quantum-adjacent algorithms in real hardware. These implementations often sweep a lot of technical details under the rug for a pithy oversimplified soundbite. Case in point I was nervous about Carlos' claim that SEALSQ's PQC100 has integrated"  
[X Link](https://x.com/anyuser/status/1979975504728850607)  2025-10-19T18:18Z [---] followers, [---] engagements


"Nice to see my $LAES thesis play out in real time ๐Ÿ™‚ Material news: @SEALSQcorp Unveils Industrys First Hardware-Embedded Post-Quantum Chip at Q+AI [----] Conference in New York Really looking forward to the conference happening in an hour. https://tradewirellc.ddns.net/api/pressers/body/68f62b4c57cf5d27306dd3bb $LAES GO: How to actually short the #quantum industry I work in quantum computing & here's how/why I'm shorting my own industry. TLDR; fight quantum with quantum. Break quantums moat by building superconducting firewalls to defend against quantum cryptographic attacks. -- As a"  
[X Link](https://x.com/anyuser/status/1980252387244994850)  2025-10-20T12:38Z [---] followers, [---] engagements


"thank you jimmy ๐Ÿ™‚ me looking at my $NBIS $CIFR $BITF $UROY $LAES $AG like ๐Ÿ˜Ž if you're thinking about selling today (other than for tax loss purposes) - two more rate cuts coming - institutes want cheap shares I've bought [---] $LAES leaps at yesterday's prices. love y'all expect the speculators in quantum gold nuke extraneous data centers silver will not go down without a fight and that they will endeavor to have a snapback. Do not be fooled; sell into it if you haven't already. expect the speculators in quantum gold nuke extraneous data centers silver will not go down without a fight and"  
[X Link](https://x.com/anyuser/status/1980711047745941677)  2025-10-21T19:01Z [---] followers, [----] engagements


"@OptionsJohnny Genuinely asking here how can you look at a stock chart & draw some lines over it without knowing anything about the company Do you use the options sentiment to determine these levels Im a fundamentals investor in $LAES not a technicals one"  
[X Link](https://x.com/anyuser/status/1980820394811748680)  2025-10-22T02:15Z [---] followers, [----] engagements


"@aleabitoreddit @Neat_Lama quick follow up to my kohai @Neat_Lama & @soulbiri1 i want to learn if theres an advantage to go with common stock in 2X leveraged ETFs over options in NBIS' case how do you decide between the better profit proposition"  
[X Link](https://x.com/anyuser/status/1981056589932179649)  2025-10-22T17:54Z [---] followers, [---] engagements


"@aleabitoreddit @Neat_Lama @soulbiri1 cool thanks -- that helped me decide what to go with ๐Ÿ™‚"  
[X Link](https://x.com/platochi/status/1981059468147253718)  2025-10-22T18:05Z [---] followers, [--] engagements


"@aleabitoreddit @Neat_Lama didn't post this yet but bought $NBIS calls on your weebius DD ๐Ÿ™‚ going to add a 1yr leaps position shortly"  
[X Link](https://x.com/anyuser/status/1981069803000619036)  2025-10-22T18:47Z [---] followers, [---] engagements


"The US governments announcement today to take equity stakes in quantum computing companies is exactly in line with the reasons I highlighted in my $LAES post; they want access to the tech first to test & bolster security defenses. More news coming ๐Ÿ™‚ https://www.wsj.com/business/entrepreneurship/trump-administration-in-talks-to-take-equity-stakes-in-quantum-computing-firms-60ee5143gaa_at=eafs&gaa_n=AWEtsqcGpwmR9wo3DC0Vzv4ufVv5MtbHmSZLabAS8IcVatbDJq2_EVfdcdEu&gaa_ts=68f990d3&gaa_sig=PAUXK2BjBFlTd3AjZbpYRkWj6bFTo0DEngur5ZNUeXJakskjnhbPYs8zhR_Ty1Qp4o0EZKe5qdTJrAFM4AkSLA%3D%3D $LAES GO: How to"  
[X Link](https://x.com/anyuser/status/1981183212010557687)  2025-10-23T02:17Z [---] followers, [----] engagements


"@aleabitoreddit Sensei $LAES & $BTQ belong in that quantum list as defense plays"  
[X Link](https://x.com/anyuser/status/1981202227948630381)  2025-10-23T03:33Z [---] followers, [----] engagements


"@planert41 I'm almost done with my $UROY DD (posting at [--] ET today)"  
[X Link](https://x.com/anyuser/status/1981347123204407761)  2025-10-23T13:09Z [---] followers, [---] engagements


"$UROY JENKINS: The Battery Supplier for NeoClouds In the radioactive near future the God-Emperor Exodia alone will power the Data Centernomicon and help his primarchs $NBIS $IREN $CIFR $WULF & $WLAC in their fight among the NeoClouds. $UROY 2-3x potential Dual Theses: ๐Ÿค– AI load from @GoogleAI @OpenAI & @AnthropicAI demands power beyond current grid capabilities โ˜ข Global demand for uranium is nearing all time highs & speculations for a price floor on uranium Please share so I can get feedback on my theses ๐Ÿ™‚ #NeoClouds angle: Recently the Trump administration has expressed concerns about our"  
[X Link](https://x.com/anyuser/status/1981371191433539767)  2025-10-23T14:44Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@taleino93 Avatar @taleino93 Platochi

Platochi posts on X about $nbis, $cifr, $laes, $iren the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +1,745%
  • [--] Month [-------] +877%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +105%
  • [--] Month [---] +414%

Followers: [-------] #

Followers Line Chart

  • [--] Week [---] +5.10%
  • [--] Month [---] +35%

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CreatorRank Line Chart

Social Influence

Social category influence stocks finance technology brands countries cryptocurrencies travel destinations social networks exchanges gaming products

Social topic influence $nbis, $cifr, $laes, $iren, $uroy, in the, bullish, $wulf, $ag, trade

Top accounts mentioned or mentioned by @aleabitoreddit @soulbiri1 @neatlama @deepvaluebagger @planert41 @dominicocharts @accountingds @perugius @pepemoonboy @unusualwhales @rjccapital @legeneth @sealsqcorp @cantonmeow @fl0wg0d @martinshkreli @grok @realdonaldtrump @fabaiquantum @jrouldz

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Cipher Mining Inc. Common Stock (CIFR) Iris Energy Limited (IREN) TeraWulf Inc. (WULF) FIRST MAJESTIC SILVER CORP (AG) Bitfarms Ltd. (BITF) Energy Fuels Inc. (UUUU) Metadium (META) IonQ, Inc. (IONQ) UiPath, Inc. (PATH) SPDR S&P [---] ETF Trust (SPY) Bitcoin (BTC) Uranium Energy Corp. (UEC) USA Rare Earth, Inc. Class A Common Stock (USAR) Alphabet Inc Class A (GOOGL) SkyWater Technology, Inc. (SKYT) Hims & Hers Health, Inc. (HIMS) NVIDIA Corp. (NVDA) Fluence Energy, Inc. (FLNC) Taiwan Semiconductor (TSM) Galaxy Digital Inc. (GLXY) Snowflake Inc. (SNOW)

Top Social Posts

Top posts by engagements in the last [--] hours

"@aleabitoreddit How'd you build up that fundamentals understanding Background in finance or self taught mostly"
X Link 2025-09-10T13:59Z [--] followers, [--] engagements

"Bought $HIMS long dated slightly OTM options for Dec on the 4% dip today. I think @aleabitoreddit thesis is sound. Relatively high short interest T supplements in demand & new customer base. NFA and understand your risk And here we go $HIMS up 7% off PPI + surprise product launches off their US retail base + 1.2M new customers in Europe 36% short interest is knocking. Shorts will fold eventually given the growth rate its just a matter of who covers first. https://t.co/sUX9qZ9ZYe And here we go $HIMS up 7% off PPI + surprise product launches off their US retail base + 1.2M new customers in"
X Link 2025-09-16T14:13Z [--] followers, [---] engagements

"Posted DD on Hudson Pacific $HPP @ Massively undervalued with a potential to 1.5-10x. $HPP can be like $OPEN providing office space on the west coast for media studios & tech giants. @CanadaKaz & #ParamountPlus are calling for #RTO only a matter of time http://redd.it/1no0459 Today I told the @Opendoor team that we are going to be a default in-office company starting Sep [--]. We'll have offices in Miami (where I will usually be) Seattle and San Francisco. We will also have a Phoenix office for non-product roles and possibly Toronto in the future. http://redd.it/1no0459 Today I told the"
X Link 2025-09-22T22:41Z [--] followers, [---] engagements

"@aleabitoreddit Thanks appreciate your willingness to help"
X Link 2025-09-22T23:39Z [--] followers, [---] engagements

"@thepiranha23 For this to happen this year there will need to be quite a few positive catalysts. Any come to your mind"
X Link 2025-09-23T13:18Z [--] followers, [--] engagements

"@aleabitoreddit @SimionAdvisory Just wanted to shoutout @aleabitoreddit for their $UPWK play back in July. Great fundamentals for a great value at $13ish. I'm long $UPWK and expect their partnership with Lifted to pay off in the long run. Based on their next ER we could easily see $25 EOY"
X Link 2025-09-24T16:47Z [--] followers, [--] engagements

"@aleabitoreddit thoughts on $BITF as a sympathy play to $CIFR"
X Link 2025-09-26T16:12Z [--] followers, [---] engagements

"$UPWK looks like Christmas came early and I can load up this pullback"
X Link 2025-09-30T17:11Z [--] followers, [---] engagements

"@aleabitoreddit What about cases where there's good news but then a pullback. Like $PATH was up 25% and now is only up 6% how do you play that setup Would it be an opportunity to add or is it just a sell-the-news and move on"
X Link 2025-09-30T19:15Z [--] followers, [---] engagements

"@OneLuckyGirl_28 fuck it $UPWK hits $25"
X Link 2025-10-03T02:05Z [--] followers, [---] engagements

"@mattscottcap $UPWK more like [----] for max pain"
X Link 2025-10-03T18:14Z [--] followers, [---] engagements

"@Neat_Lama @soulbiri1 Actually if you dont mind I want to take you up on this for Upwork. Its down 15% since its peak in September & Im convinced thats whack. What does the options distribution look like I recall Jan contracts were bullish a month ago but am curious about how they look now"
X Link 2025-10-04T01:45Z [--] followers, [--] engagements

"@Neat_Lama @soulbiri1 1/ I played it dumb too. Started trading/investing around when senpai posted UPWK DD. Bought shares/Jan calls at [--] held through the fall to [--] sold shares on earnings pop for a meager profit. Thought it was done but it kept rallying and bought shares again at 15"
X Link 2025-10-04T02:07Z [--] followers, [--] engagements

"@Neat_Lama @soulbiri1 2/ anyway UPWK is my first experiment & I ended up learning a lot from it. Now looking at the options distribution I wonder if you can deduce max pain from it. It looks like many of the calls/puts expire worthless if UPWK stays within that $3 spread. Say around 17.5"
X Link 2025-10-04T02:11Z [--] followers, [--] engagements

"@planert41 Check out the option flow on UPWK looks like its about to gap up"
X Link 2025-10-08T16:40Z [--] followers, [--] engagements

"@aleabitoreddit Might I interest you in a $GIG Serenity-sama"
X Link 2025-10-15T13:07Z [--] followers, [---] engagements

"@xcuvsibwuakxuek Good catch on $BTQ definitely has more room to run and Im now considering doing DD on them. Their contract prices are quite high though so may be a shares only play"
X Link 2025-10-16T21:29Z [--] followers, [---] engagements

"The US governments announcement today to take equity stakes in quantum computing companies is exactly in line with the reasons I highlighted in my $LAES post; they want access to the tech first to test & bolster security defenses. More news coming ๐Ÿ™‚ https://www.wsj.com/business/entrepreneurship/trump-administration-in-talks-to-take-equity-stakes-in-quantum-computing-firms-60ee5143gaa_at=eafs&gaa_n=AWEtsqcGpwmR9wo3DC0Vzv4ufVv5MtbHmSZLabAS8IcVatbDJq2_EVfdcdEu&gaa_ts=68f990d3&gaa_sig=PAUXK2BjBFlTd3AjZbpYRkWj6bFTo0DEngur5ZNUeXJakskjnhbPYs8zhR_Ty1Qp4o0EZKe5qdTJrAFM4AkSLA%3D%3D $LAES GO: How to"
X Link 2025-10-23T02:13Z [---] followers, [--] engagements

"@DominicoCharts Just out of curiosity what about across the uranium sector $UROY $UEC"
X Link 2025-10-24T20:56Z [---] followers, [---] engagements

"@FinanceMajor_23 Good point re deficits There's also another angle; nuclear power is going to be necessary to bolster the grid with more power -- especially as data centers ( $NBIS $IREN $WULF $WLAC $CIFR ) demands increase. I talk about it in my $UROY Jenkins thesis: https://x.com/platochi_/status/1981371191433539767 $UROY JENKINS: The Battery Supplier for NeoClouds In the radioactive near future the God-Emperor Exodia alone will power the Data Centernomicon and help his primarchs $NBIS $IREN $CIFR $WULF & $WLAC in their fight among the NeoClouds. $UROY 2-3x potential Dual Theses:"
X Link 2025-10-25T15:53Z [---] followers, [---] engagements

"Presumably the trade deal is bearish for the US/Western #RareEarths space like $UUUU $CRML $TMC $NB $USAR $UROY & $UEC in the short term. Long term The US will build its own supply chains. Happy for folks to correct my understanding though ๐Ÿ™‚ This deal highlights why we should have dual theses (or more) when investing in companies. For example I would be worried for my $UROY JENKINS thesis if not for the data center and power grid angle. It pays to position yourself to benefit from multiple macro tailwinds https://x.com/i/trending/1982231999252246667"
X Link 2025-10-26T13:37Z [---] followers, [---] engagements

"@TS3386 I do think that companies with a government backed stake $MP $LAC & $CRML will fare much better than those without"
X Link 2025-10-26T13:50Z [---] followers, [---] engagements

"Presumably the trade deal is bearish for the US/Western #RareEarths space like $UUUU $CRML $TMC $NB $USAR $UROY & $UEC in the short term. Long term The US will build its own supply chains. Happy for folks to correct my understanding though ๐Ÿ™‚ This deal highlights why we should have dual theses (or more) when investing in companies. For example I would be worried for my $UROY JENKINS thesis if not for the data center and power grid angle. It pays to position yourself to benefit from multiple macro tailwinds JUST IN: US Treasury Secretary Bessent says China is ready to make a trade deal which"
X Link 2025-10-26T13:55Z [---] followers, [----] engagements

"@Swedish_uranium I see that $UROY a small cap is 6th in terms of its performance. Of course the larger caps take the lions share but it looks like some small caps performed well"
X Link 2025-10-26T19:33Z [---] followers, [---] engagements

"Google joins other MAG7 companies in its quest for more โ˜ข power. While most of the REE/Uranium space was down on weekend trade talk news one company wasnt; $UROY. I stand behind my thesis and have been adding to my position Updates soon ๐Ÿ™‚ https://x.com/platochi_/status/1981371191433539767s=46 It's already starting: Google is officially purchasing nuclear power. Bloomberg is now reporting that NextEra Energy $NEE plans to restart a nuclear power plant in Iowa primarily to supply Google data centers. The 615-megawatt plant shut down in [----] well before the AI"
X Link 2025-10-28T01:44Z [---] followers, [---] engagements

"@soulbiri1 On principle alone I have to support $IREN but we all know how this showdown ends ๐Ÿ˜Ž"
X Link 2025-10-28T10:41Z [---] followers, [---] engagements

"#nuclear sectors heating up ๐Ÿ™‚ Todays news on the partnership between the US and $CCJ & $BAM to ease grid demand is the first of many catalysts to raise the demand for #uranium. $UROY JENKINS https://x.com/platochi_/status/1981371191433539767s=46 The US is partnering with $BAM & $CCJ on an $80B nuclear expansion using Westinghouse AP1000 reactors. Brookfield captures the asset build while Cameco secures the fuel supply. The grid is the new bottleneck and nuclear is the only scalable fix. https://t.co/EC4VAhIJbk https://x.com/platochi_/status/1981371191433539767s=46 The US is partnering with"
X Link 2025-10-28T11:48Z [---] followers, [---] engagements

"Wow Really grateful to folks who have followed me after posting my thoughts on $AG $LAES & $UROY (go #uranium) ๐Ÿ™‚ thanks guys Im curious; if youve invested in these companies due to my posts Id love to know how it worked out for you. Also if you have constructive criticism on my most recent deep research post on UROY Id love to hear it I wrote this well before todays Uranium announcements and it looks like UROYs trending in the right direction. But as always Im looking to improve Love yall Platochi ๐Ÿ˜Ž $UROY JENKINS: The Battery Supplier for NeoClouds In the radioactive near future the"
X Link 2025-10-29T02:24Z [---] followers, [----] engagements

"@planert41 $AG $HL as well"
X Link 2025-11-03T00:09Z [---] followers, [---] engagements

"@rekurencja You seem to be well plugged into the uranium space ๐Ÿ™‚ Im curious to hear your thoughts on my thesis on $UROY. Would love to know if there are holes I ought to address TIA https://x.com/platochi_/status/1981371191433539767s=46 $UROY JENKINS: The Battery Supplier for NeoClouds In the radioactive near future the God-Emperor Exodia alone will power the Data Centernomicon and help his primarchs $NBIS $IREN $CIFR $WULF & $WLAC in their fight among the NeoClouds. $UROY 2-3x potential Dual Theses: https://t.co/kCZqM6jBxs https://x.com/platochi_/status/1981371191433539767s=46 $UROY"
X Link 2025-11-03T00:21Z [---] followers, [---] engagements

"@planert41 hmm may be a trap -- might be good to look at other uranium players like UEC and UROY to see if this is a UUUU specific or if the uranium sector as a whole is about to blow"
X Link 2025-11-05T23:12Z [---] followers, [---] engagements

"@BardiaAttar Ahh thats an interesting explanation of the volume dynamics Thanks ๐Ÿ™‚"
X Link 2025-11-07T02:58Z [---] followers, [--] engagements

"@aleabitoreddit Im not sure what to make of the current contract market data what inference do you draw when given these numbers"
X Link 2025-11-07T19:54Z [---] followers, [---] engagements

"@RaberTrades @cantonmeow $LAES $UROY please ๐Ÿ™‚"
X Link 2025-11-08T07:15Z [---] followers, [---] engagements

"Point stands ๐Ÿ™‚ For due diligence purposes here's UUUU/UEC info pulled from the SEC. $UEC does business in British Colombia. Incorporated in NV. $UUUU does business in Colorado. Incorporated in Ontario. Both companies work for both US & Canadian interests & would benefit from the uranium reclassification"
X Link 2025-11-08T16:37Z [---] followers, [---] engagements

"@TBirdV would love to see your take on $UROY's chart if you're still looking at charts today ๐Ÿ™‚"
X Link 2025-11-09T17:49Z [---] followers, [---] engagements

"@commonsenseplay @DominicoCharts Aged like milk. As usual agreed with my bud @DominicoCharts"
X Link 2025-11-10T01:16Z [---] followers, [---] engagements

"Called that $NBIS would surprise everyone last night but todays earnings call from the @nebiusai team was amazing. I have to reevaluate my ports DC exposure ๐Ÿ™‚ @TheRayMyers Neoclouds by a long shot. $NBIS & $IREN are by far the best options in the list. $CIFR is also a steal on todays pullback. $NBIS will surprise everyone with its earnings report tomorrow ๐Ÿ˜Ž @TheRayMyers Neoclouds by a long shot. $NBIS & $IREN are by far the best options in the list. $CIFR is also a steal on todays pullback. $NBIS will surprise everyone with its earnings report tomorrow ๐Ÿ˜Ž"
X Link 2025-11-11T14:24Z [---] followers, [---] engagements

"@planert41 Good luck with capital gains lol"
X Link 2025-11-12T04:05Z [---] followers, [--] engagements

"@DeepValueBagger @AlvaroMysterio yeah its $7-9B arr which ought to be around $1.75B quarterly chart looks off"
X Link 2025-11-12T19:27Z [---] followers, [---] engagements

"$PATHs moat being Maestro is almost entirely obviated by OpenAis agentic orchestration introduced on dev day and Nvidias agentic push mentioned in their conference. I did my DD liked what I saw went long in stock and options prior to their partnership announcements. Stayed through the run up from $13 to $18 and was going to keep holding until I saw the writing on the wall with OAI and NVDA. Not sure that the leadership team has what it takes to fully pivot out of being viewed as RPA provider pivot into agentic ai and also compete with other agentic players. That and the insider sales. I read"
X Link 2025-11-12T21:21Z [---] followers, [---] engagements

"if AI is cancelled can gen z have their jobs back ๐Ÿ™ƒ $NBIS $IREN $CIFR $WULF $BITF"
X Link 2025-11-13T19:47Z [---] followers, [---] engagements

"@accounting_ds Bro the crop on this is WILD. Thats enough finX for today ๐Ÿ˜‚"
X Link 2025-11-13T20:16Z [---] followers, [--] engagements

"nvda beat & my port is green ah"
X Link 2025-11-20T00:01Z [---] followers, [--] engagements

"was it something i said $NVDA $SPX"
X Link 2025-11-20T17:59Z [---] followers, [--] engagements

"i know i haven't been in the investing space for long -- but wtf that was the craziest intraday move in $SPY that i've ever seen. even $CIFR started the day with a new deal announcement & is red AH. $NBIS too -- jeez"
X Link 2025-11-20T23:14Z [---] followers, [---] engagements

"in this week's episode of The Market's Bizarre Adventure ๐Ÿ› people regretted the gov shutdown ending last week ๐ŸŽฎ $NVDA saved the market Wednesday for [---] hours ๐ŸŽ„ Cook's comments cooked the Christmas comeback ๐Ÿช™ your mamma's $BTC got liquidated . again ๐Ÿคฏ $3.1T worth of contracts expired today (10% of US debt) ๐Ÿ”ช $QQQ qilled your qalls on qancelled jobs reports โ˜  I $SPY with my little eye Saudi Arabia liquidity what's going to happen to our ports find out in next week's episode of The Market's Bizarre Adventure"
X Link 2025-11-21T23:49Z [---] followers, [--] engagements

"in this week's episode of The Market's Bizarre Adventure ๐Ÿ› people regretted the gov shutdown ending last week ๐ŸŽฎ $NVDA saved the market Wednesday for [---] hours ๐ŸŽ„ Cook's comments cooked the Christmas comeback ๐Ÿช™ your mamma's $BTC got liquidated . again ๐Ÿคฏ $3.1T worth of contracts expired today (10% of US debt) ๐Ÿ”ช $QQQ qilled your qalls on qancelled jobs reports โ˜  I $SPY with my little eye Saudi Arabia liquidity what's going to happen to our ports find out in next week's episode of The Market's Bizarre Adventure"
X Link 2025-11-21T23:53Z [---] followers, [---] engagements

"@Perugius__ Good repositioning on $NBIS and depending on the high beta recovery leading to EOY those $LAES leaps might hit ๐Ÿ˜Ž"
X Link 2025-11-26T21:47Z [---] followers, [---] engagements

"this touched a nerve. society misprices fundamental science. pure research contributions are deemed valuable if they lead to readily marketable products. today the best physics institutes are on Wall Street i hope to change that one day There are more physics PhDs working in finance than are working in physics. https://t.co/jRtD2w7lol There are more physics PhDs working in finance than are working in physics. https://t.co/jRtD2w7lol"
X Link 2025-11-26T23:41Z [---] followers, [---] engagements

"I think this is the first time I caught up to your wavelength I spent today researching if $NVDA is a mid [----] play & came to a similar conclusion. Of the companies that are capable of meeting hyper scalar demands Nvidia stand out as pretty much the only option. In addition with the restrictions on China at least appearing to relax looks like theres a good opportunity near term"
X Link 2025-11-29T00:37Z [---] followers, [--] engagements

"@RJCcapital @DeepValueBagger @aleabitoreddit @BillAckman @RKGcapital @A_May_MD @alc2022 Ill make it on that list"
X Link 2025-11-30T02:04Z [---] followers, [---] engagements

"@pepemoonboy from everything that Ive learnt from the oracle of WSB @aleabitoreddit the answers clearly $NBIS ( $META is solid too tbf )"
X Link 2025-11-30T03:36Z [---] followers, [----] engagements

"Nvidia is obvious; their GPU market dominance isnt really going anywhere. Hyperscalers are still going to rely on their chips for AI training and data centers are still going to buy GPUs even despite the TPU scare. Simply put we dont have readily available chips in the scale that $NVDA is operating at. Sensei @aleabitoreddit has a much more detailed take; https://x.com/aleabitoreddit/status/1994555219607523362s=46 https://x.com/aleabitoreddit/status/1994555219607523362s=46"
X Link 2025-11-30T22:57Z [---] followers, 17.5K engagements

"Im prepared for volatility this week. I have about 35% of my holdings in cash to position myself in $NBIS $CIFR $TE & $BITF on a pullback if it happens. Historically if $VIX falls 35% in [--] trading session theres a 90% chance of a $SPY drawdown within [--] trading sessions (see @market_sleuths post). With this price action on $BTC history seems likely to rhyme short term. JUST IN: Bitcoin falls under $88000. https://t.co/NuoDlGvmzJ JUST IN: Bitcoin falls under $88000. https://t.co/NuoDlGvmzJ"
X Link 2025-12-01T00:56Z [---] followers, [----] engagements

"Its because $BTC is down. Low liquidity post Thanksgiving weekend + an algorithmic trigger are the most likely causes for a $BTC sell off. TBH I dont think we know for sure but folks use BTCs weekend action to speculate on how the broader market will move. Neoclouds/Miners HPC are still being hit by BTCs price action as the broader market hasnt decoupled $IREN $CIFR $WULF $BITF etc from $BTC and $NBIS gets correlated with them (just see posts on @X which compare and constant them). The indices are down based on the broader market weakness and uncertainty with the Yen. It doesnt help that BTC"
X Link 2025-12-01T10:58Z [---] followers, [---] engagements

"Startup Updates ๐Ÿ› Built a super basic serverless financial data analysis pipeline ๐Ÿค– Integrated @GeminiApps LLM agent into the pipeline ๐Ÿค Applied to @ycombinators cofounder match ๐ŸŒ Set up the domain @X handle etc. ๐Ÿ–ผ Used @framer to get a landing page going ๐Ÿ™‚ Platochi Shippuden Arc Begins Sayonara for now ๐Ÿ˜Ž hey folks ๐Ÿ‘‹๐Ÿฝ I'm taking a break to start my own company I wanted to make this post to ๐Ÿ” recap my journey so far ๐ŸŽ– share my wins & losses ๐Ÿ“ฟ what I'm doing to autopilot the next couple of months ๐Ÿ‚ why I'm bullish going into EOY https://t.co/DuNgzPMns6 Shippuden Arc Begins Sayonara"
X Link 2025-12-01T16:04Z [---] followers, [---] engagements

"@accounting_ds good call -- I was 35% cash gang and positioned modestly into $CIFR $NBIS and $BITF but idk feels like chop this week"
X Link 2025-12-01T20:30Z [---] followers, [---] engagements

"@accounting_ds agreed think all eyes are on $BTC Japan & the fed this week. Unless the market gets clarity I agree that we'll chop till rate cuts are finalized"
X Link 2025-12-01T20:33Z [---] followers, [--] engagements

"@accounting_ds @WheelieInvestor +1 on the Myth of Sisyphus"
X Link 2025-12-01T21:32Z [---] followers, [--] engagements

"@pepemoonboy Check it out -- making progress Hardest part so far is finding the right cofounder & building a presence on @X for people to eventually beta test the platform. I got this though I believe in what I'm building https://x.com/platochi_/status/1995524290880667981s=20 Startup Updates ๐Ÿ› Built a super basic serverless financial data analysis pipeline ๐Ÿค– Integrated @GeminiApps LLM agent into the pipeline ๐Ÿค Applied to @ycombinators cofounder match ๐ŸŒ Set up the domain @X handle etc. ๐Ÿ–ผ Used @framer to get a landing page going ๐Ÿ™‚ Platochi"
X Link 2025-12-01T23:06Z [---] followers, [--] engagements

"@RJCcapital $IREN bulls on watch ( don't come at me $IREN is cool & so is $NBIS )"
X Link 2025-12-01T23:49Z [---] followers, [---] engagements

"Due to wanting to experiment with being picked up by the new @grok algo favoring viral content I have no choice but to change my @X fictional avatar to a fintech startup girl like sensei @aleabitoreddit Currently at [---] followers lets see EOY Only the OGs will know ๐Ÿ˜Ž Im changing my profile pic to a girl Currently at [----] followers. Lets see where im sitting at the end of the year. Only the OGs will know. https://t.co/IFI0Ygcuwk Im changing my profile pic to a girl Currently at [----] followers. Lets see where im sitting at the end of the year. Only the OGs will know. https://t.co/IFI0Ygcuwk"
X Link 2025-12-02T10:34Z [---] followers, [---] engagements

"@DeepValueBagger @grok explain ๐Ÿ‘†"
X Link 2025-12-02T20:49Z [---] followers, [--] engagements

"@_stockResearch ๐Ÿค $NBIS $META $CIFR $BITF in decreasing orders of allocation are my current basket"
X Link 2025-12-03T12:45Z [---] followers, [---] engagements

"@_stockResearch Tkx Hows the pivot to a girl pfp going analytics wise"
X Link 2025-12-03T14:11Z [---] followers, [--] engagements

"@aleabitoreddit markets are irrational longer than i can remain solvent in action ๐Ÿ˜‚"
X Link 2025-12-03T15:05Z [---] followers, [---] engagements

"@babyfolio @accounting_ds @theinformation The fact its break even is a joke too"
X Link 2025-12-03T19:06Z [---] followers, [--] engagements

"@TheSkayeth Cool what about $META"
X Link 2025-12-04T08:39Z [---] followers, [----] engagements

"I don't think $BTC price action outright determines $NBIS but the correlation seems pretty close & leads me to lean on them being related. If the relationship holds can't wait for the ๐ŸŽ…๐Ÿผ rally If the relationship doesn't hold I'm going to keep DCA'ing into $NBIS as long as the fundamentals hold"
X Link 2025-12-06T16:40Z [---] followers, [---] engagements

"Vibe coding AI assisted traditional coding"
X Link 2025-12-09T20:08Z [---] followers, [--] engagements

"@aleabitoreddit The results of this poll are interesting. Im not sure I understand how delivering payloads to space with reusable boosters & having a potential multinational customer base isnt worth that amount"
X Link 2025-12-09T22:58Z [---] followers, [---] engagements

"@Coinvo Yo sensei @aleabitoreddit Im curious to hear your thoughts on this; Ive read your takes on the Japanese Yen Carry trade & you seem plugged into their markets"
X Link 2025-12-17T04:47Z [---] followers, [---] engagements

"@Kalshi nice call @aleabitoreddit"
X Link 2026-01-05T19:26Z [---] followers, [--] engagements

"I use GitHub ( $MSFT ) & have used GitLab ( $GTLB ). Isnt this an instance of @AnthropicAI hosting their codebase off of a competitors platform or am I missing something about $GTLB that @midwit_capital sees fundamentally Im a simple man: I see @AnthropicAI running its entire codebase on $GTLB then I watch software vs. semis have its worst day since [----]. Also thanks to Anthropic. I stop thinking altogether and proceed to buy as many $GTLB shares as I can at $37. @bstaples: "A great example is https://t.co/2MUvQLB2ZV Im a simple man: I see @AnthropicAI running its entire codebase on $GTLB"
X Link 2026-01-06T22:49Z [---] followers, [----] engagements

"@Kaju_Nut Because you dont own the thoughts in AI tools. You do with Mathematica MATLAB Maple etc AI tools are simultaneously a databank of thoughts and a queryable tool When publishing you disclose references youve borrowed/gotten ideas from there should be no diff with AI tools"
X Link 2026-01-07T19:56Z [---] followers, [----] engagements

"@legen_eth because you posted your gains this morning"
X Link 2026-01-07T20:47Z [---] followers, [---] engagements

"@realDonaldTrump announces memorandum on large institutions buying single family homes $BX tanks makes sense $OPEN tanks @realDonaldTrump galvanizes base to buy mortgage bonds $OPEN +14% for those who hit listened to my swing trade call yesterday ๐Ÿค The memorandum on large institutional investors buying single-family homes offers a short term swing opportunity. Blackstone $BX owns 275-350k homes with a market cap of $190B. If no TACO then they will certainly be affected by the memorandum. Opendoor $OPEN owns 6-7k homes https://t.co/jgfiUaWh5R The memorandum on large institutional investors"
X Link 2026-01-08T23:07Z [---] followers, [---] engagements

"@strandedpsgr @realDonaldTrump what would have improved the thesis in your view"
X Link 2026-01-08T23:18Z [---] followers, [--] engagements

"it's 2:30 am kid's asleep wife's asleep i'm coding testing and grinding got the legal + financials setup secured website doing technical work vibe coding marketing etc I've decided. I'm going solo & not go through the @ycombinator process if they need a cofounder igmi"
X Link 2026-01-10T07:36Z [---] followers, [---] engagements

"vibe coding with Claude should be called #Clauding"
X Link 2026-01-11T21:38Z [---] followers, [--] engagements

"@grok remove the coldest mf in the photo"
X Link 2026-01-12T04:38Z [---] followers, [---] engagements

"@OmriBuilds The founder. The idea that the founder comes up with their execution their team etc. No startups are impossible to copy but if you ship something quality fast either solo or with a team its hard to beat that first mover advantage"
X Link 2026-01-12T04:45Z [---] followers, [--] engagements

"@federalreserve https://x.com/platochi/status/2010572095026307460s=46 @grok remove the coldest mf in the photo https://t.co/1xEdIe5kPi https://x.com/platochi/status/2010572095026307460s=46 @grok remove the coldest mf in the photo https://t.co/1xEdIe5kPi"
X Link 2026-01-12T04:45Z [---] followers, [--] engagements

"bringing it back to the basics in [----] initiated a position on $VLN based on sensei @aleabitoreddit's DD. Waited till today to confirm volume and grabbed 1k shares on the drop. Valens looks like extreme mispricing at $2.5. The -$82M inventory burn was a massive data error likely from ticker collision between $VLN and $VLN Toronto. Retail has found out about the alpha early. Yet algorithms have not caught on yet as they're still modeling https://t.co/b7SaGQ6x1f Valens looks like extreme mispricing at $2.5. The -$82M inventory burn was a massive data error likely from ticker collision between"
X Link 2026-01-12T14:54Z [---] followers, [---] engagements

"@Karmedge Yea Im with @thesophiaxu on this one mate its great"
X Link 2026-01-13T05:14Z [---] followers, [--] engagements

"writing my next @X / @SubstackInc article and I'm grooving this morning like"
X Link 2026-01-14T14:43Z [---] followers, [---] engagements

"@aleabitoreddit Just initiated my long position (all shares) in $LPTH thanks again for the DD"
X Link 2026-01-14T18:31Z [---] followers, [---] engagements

"Here's an example of how the API works You can access options activity (for example) on any ticker (I chose $NBIS for demonstration purposes). @unusual_whales also has toggles to track unusual options orders pull up the stock prices and other useful functionality. I recommend checking out traders who use unusual whales on youtube there are nice tutorials there (for example): https://www.youtube.com/watchv=a0Dex35_Z5Q https://www.youtube.com/watchv=a0Dex35_Z5Q"
X Link 2026-01-15T00:12Z [---] followers, [--] engagements

"Improved the Treemap diagram implementation. This time I used plotly for the data visualization and yfinance data. My prior attempt on modeling the sector rotation involved obtaining data from the internet via python scripts. That's no longer needed ๐Ÿ™‚ Treemap diagrams are a useful visualization technique for hierarchical data. You can build something pretty basic in python to visualize financial data on any given day. This is what @unusual_whales does everyday when they post pre/after market changes. These maps work by https://t.co/P2xUgRyYa1 Treemap diagrams are a useful visualization"
X Link 2026-01-15T04:26Z [---] followers, [---] engagements

"I'm initiating a coverage report on the quantum computing sector. In the report I'm going into different technologies (ion traps/superconducting qubits) and bottlenecks (scaling/connectivity) experienced by modern platforms I want to know are people interested to reading it"
X Link 2026-01-17T15:46Z [---] followers, [---] engagements

"Hey @X algorithm I'm making [--] changes from this point onwards Bringing #quantum computing + AI/tech insights to finX Sharing my #founder journey publicly X Substack #articles go live together Show this post to finX + physicists + founders + @XCreators"
X Link 2026-01-17T17:40Z [---] followers, [--] engagements

"@KobeissiLetter This is going to be fun to watch unfold on @Polymarket"
X Link 2026-01-17T17:52Z [---] followers, [---] engagements

"@unusual_whales I wouldn't be surprised if Coinbase capitulates. This administration is very pro crypto and it wouldn't be ideal to butt heads on this issue"
X Link 2026-01-17T17:54Z [---] followers, [----] engagements

"@sunxliao Presumably there's going to be a sector rotation into real estate this sector has been pretty weak for a while"
X Link 2026-01-17T17:58Z [---] followers, [---] engagements

"@Geiger_Capital Well glad I went cash gang before the long weekend"
X Link 2026-01-17T18:08Z [---] followers, [----] engagements

"@DeItaone Well glad I went cash gang before the long weekend"
X Link 2026-01-17T18:09Z [---] followers, [---] engagements

"@Mr_Derivatives I'm glad I went cash gang before this weekend"
X Link 2026-01-17T18:09Z [---] followers, [----] engagements

"@unusual_whales I'm glad I went cash gang into this weekend"
X Link 2026-01-17T18:30Z [---] followers, [----] engagements

"@great_martis Im glad Ive gone cash gang into the long weekend"
X Link 2026-01-17T18:50Z [---] followers, [----] engagements

"@X @SubstackInc cc: @systematicls shot in the dark -- can I get your creative eye on the article I'd love some feedback"
X Link 2026-01-17T19:38Z [---] followers, [--] engagements

"@Geiger_Capital Eh Im not so sure looking at the Polymarket odds it looks like they will rule against it. You may be right that they wont issue a ruling right away but its been deferred a few times and pressure is mounting https://x.com/platochi/status/2012592803025408062s=46 Today @realDonaldTrump announced new +10% tariffs on European geopolitical allies regarding the Greenland situation. Here's how you can profit from upcoming market volatility. Analysis: Greenland holds vast largely untapped reserves of Rare Earth Elements (REEs) and other https://t.co/xCV1ZDqRrC"
X Link 2026-01-17T20:03Z [---] followers, [---] engagements

"@WhiteHouse This coming from the official WH is wild"
X Link 2026-01-17T20:10Z [---] followers, [---] engagements

"@GrindeOptions So glad I'm cash gang going into this weekend"
X Link 2026-01-17T20:53Z [---] followers, [---] engagements

"@GrindeOptions @Sergeant991 Nice picks the DC stocks like $NBIS $CIFR $IREN and energy stocks $FLNC and $EOSE are ones to watch into 2026"
X Link 2026-01-17T20:54Z [---] followers, [---] engagements

"@retail_mourinho Good swing opportunity https://x.com/platochi/status/2012592803025408062s=46 Today @realDonaldTrump announced new +10% tariffs on European geopolitical allies regarding the Greenland situation. Here's how you can profit from upcoming market volatility. Analysis: Greenland holds vast largely untapped reserves of Rare Earth Elements (REEs) and other https://t.co/xCV1ZDqRrC https://x.com/platochi/status/2012592803025408062s=46 Today @realDonaldTrump announced new +10% tariffs on European geopolitical allies regarding the Greenland situation. Here's how you can profit from"
X Link 2026-01-17T21:15Z [---] followers, [---] engagements

"@DudeWhoInvests There is a special hell in the 10k to 100k journey"
X Link 2026-01-17T23:13Z [---] followers, [---] engagements

"Do we have a Polymarket going between what happens first; bankers admit aliens are real vs US acquires Greenland"
X Link 2026-01-18T20:32Z [---] followers, [--] engagements

"@aleabitoreddit Nice write up Do you feel that data center stocks (like $NBIS $CIFR $IREN) and REE/CM stocks (like $UEC $UUUU $NB) have already had their run or is there room for more upside this year"
X Link 2026-01-19T06:26Z [---] followers, [----] engagements

"@Kalshi JUST IN: OAI launches device to make you into a walking data center"
X Link 2026-01-19T15:25Z [---] followers, [---] engagements

"@Kalshi ALT: Guy responsible for loss of faith in the system complains that people arent playing anymore"
X Link 2026-01-19T17:55Z [---] followers, [---] engagements

"@WatcherGuru Conditions are set for capitulation will be interesting to follow this on prediction markets"
X Link 2026-01-19T18:57Z [---] followers, [---] engagements

"@Kalshi If it goes through this is a clear incentive to keep snarky reply momentum up"
X Link 2026-01-19T21:31Z [---] followers, [---] engagements

"Macro analysis by Serenity ๐Ÿ† + some thoughts about where the market may directionally go this trading week High beta stocks got hit hardest during the October pullback + tax loss harvesting season and I'm monitoring the situation to initiate a trade. High beta sectors I'm looking at: - Data centers & BTC miners like $NBIS $CIFR $IREN $BITF had very strong pullbacks last year. I'm looking to enter on a 20-30% drawdown. We're seeing $CIFR down 5% in overnight (low liquidity) markets so defintely a good space to watch. - SaaS companies like $PATH $META $NFLX $GOOG etc. These are not "necessary""
X Link 2026-01-19T22:44Z [---] followers, [---] engagements

"@Perugius__ @aleabitoreddit $META is in a really interesting spot. If it sells off 3-5% itll be in the same spot it was after that algorithmic sell off. Definitely worth tracking to long at that point"
X Link 2026-01-19T23:07Z [---] followers, [--] engagements

"@Perugius__ Also $META could play out at these levels btw https://x.com/ShortSeller/status/2013377019199865285s=20 $META know your timeframe - but likely close to a good entry point if not already long the name (Two paths) // Only weekly close below blue channel negates my optimism https://t.co/OFFscPvvt1 https://x.com/ShortSeller/status/2013377019199865285s=20 $META know your timeframe - but likely close to a good entry point if not already long the name (Two paths) // Only weekly close below blue channel negates my optimism https://t.co/OFFscPvvt1"
X Link 2026-01-19T23:17Z [---] followers, [---] engagements

"@Perugius__ Cash gang ๐Ÿ‘Š"
X Link 2026-01-19T23:46Z [---] followers, [--] engagements

"@retardmode Thanks for the clear explanation and breakdown"
X Link 2026-01-20T09:58Z [---] followers, [--] engagements

"SCOTUS Ruling + US Market Open + JPY Bonds SCOTUS Looks like SCOTUS decides again to not issue the anticipated ruling on the legality of President Trump's tariffs today. @Polymarket odds just jumped to 34%. Market open ๐Ÿฅ— Defense: $ONDS $OSS ๐ŸŸข The US-Greenland debacle provided tailwinds mostly. Plus $ONDS PT was raised recently. Energy: $UUUU $EOSE $UEC ๐ŸŸข (mostly) Rare earths and critical minerals drive most of the headlines for the US-Greenland issue. Bullish for the energy sector. Photonics: $LPTH Watching for Germanium bottleneck thesis put together by Serenity. Data Center/BTC Miners:"
X Link 2026-01-20T15:14Z [---] followers, [---] engagements

"@WatcherGuru Sometimes I wonder if hes a deep finance plant. Say market opens red to get everyone to provide exit liquidity and then buy today intraday setting people to panic-exit"
X Link 2026-01-20T20:28Z [---] followers, [--] engagements

"@accounting_ds Fortunately I was cash gang going into this week"
X Link 2026-01-20T21:28Z [---] followers, [--] engagements

"@accounting_ds Thanks Felt like the spy rally was a little overextended on no volume. Im actually considering selling some CSPs on cipher expiring February"
X Link 2026-01-20T21:32Z [---] followers, [--] engagements

"@accounting_ds Cramer said to buy shit"
X Link 2026-01-20T21:35Z [---] followers, [--] engagements

"@accounting_ds Short term I think we may retest the [---] day SMA at $675. Not so sure into April though"
X Link 2026-01-20T21:36Z [---] followers, [--] engagements

"@AshCrypto @Alice_an1 @grok Hey @grok what do you think now"
X Link 2026-01-20T22:09Z [---] followers, [--] engagements

"Love the write up and reasoning here. Waiting a few days for the market to digest Serenitys post was a good move too gives a chance to let the algo hunt fade. Only question is timing and sizing given the broader market context. Im starting a small position with them tomorrow but looking to size up on dips. https://twitter.com/i/web/status/2013793936804913305 https://twitter.com/i/web/status/2013793936804913305"
X Link 2026-01-21T02:01Z [---] followers, [---] engagements

"@accounting_ds Good moves ๐Ÿค"
X Link 2026-01-21T02:15Z [---] followers, [--] engagements

"@goooonnney @accounting_ds"
X Link 2026-01-21T02:26Z [---] followers, [--] engagements

"$SPY when @realDonaldTrump is called 'Daddy' What is this timeline"
X Link 2026-01-21T14:20Z [---] followers, [--] engagements

"@Perugius__ Checking IV"
X Link 2026-01-21T18:08Z [---] followers, [--] engagements

"@Perugius__ @unusual_whales So @Polymarket priced the tariff decision being resolved by next week at 4%. Id expect more uncertainty going into end of Jan. Shares and selling CC might be a better play now"
X Link 2026-01-21T18:20Z [---] followers, [--] engagements

"I'm working on the fair value for the sector specific/SPACs. They'll be in the full report. But if TLDR: I'm watching SKYT at these levels"
X Link 2026-01-21T20:02Z [---] followers, [--] engagements

"@Mr_Derivatives I'll throw my hat in here ๐Ÿ™‚ @platochi"
X Link 2026-01-21T20:17Z [---] followers, [--] engagements

"@KobeissiLetter The play-by-play on this was excellent -- kudos on the breakdown"
X Link 2026-01-21T20:22Z [---] followers, [----] engagements

"@accounting_ds With the right team we can go to the moon. With the right team we can build Rome in a day. With the right team we can solve the market"
X Link 2026-01-21T22:26Z [---] followers, [--] engagements

"@Mr_Derivatives Not seeing $META on here is crazy ๐Ÿฅ€ Rip to all $META short term call buyers"
X Link 2026-01-22T00:35Z [---] followers, [----] engagements

"@kimmonismus Looks like the market deemed their capex spend as unnecessary. $META need to course correct ASAP"
X Link 2026-01-22T03:53Z [---] followers, [---] engagements

"@DarkMiner Gotcha thought you bought calls on a bull case"
X Link 2026-01-22T04:08Z [---] followers, [--] engagements

"@Perugius__ @DeepValueBagger For a execution strat you can use RH to simulate the call value. If you're playing this conservatively place sell orders 5% under the contract value. You can catch a good sell before the IV corrects"
X Link 2026-01-22T21:42Z [---] followers, [--] engagements

"$IONQ - Quantum Report Deep dive into trapped ions + why I'm omega long on @IonQ_Inc IonQ's a quantum computing company which uses trapped ion based technology to perform quantum compute. They're the only pure-play trapped ion based quantum computing. Here's their edge ๐Ÿ”– Let's get the obvious stuff out of the way 1/ Quantum computing is a niche tech currently at the R&D stage. 2/ QCs provide compute demands in pretty specific use cases not as a replacement to classical computers. 3/ $IONQ is not profitable. It's in a high-growth early-stage industry IonQ continues to report significant net"
X Link 2026-01-23T16:11Z [---] followers, [--] engagements

"@DeepValueBagger I didn't catch the call heard the CFO dropped the ball What are the new risks"
X Link 2026-01-23T18:14Z [---] followers, [----] engagements

"@TrdeToScale Echoing @Perugius__ keep things liquid. Ive been going cash gang into the weekends and its been working well. If you do want some exposures cash secured puts on companies you love is good way to go as you wait for better opportunities"
X Link 2026-01-23T18:36Z [---] followers, [--] engagements

"@WatcherGuru What would Jesus do"
X Link 2026-01-23T19:02Z [---] followers, 18.7K engagements

"$CIFR showing the market the screw-the-options-buyers-pattern perfectly today"
X Link 2026-01-23T21:13Z [---] followers, [---] engagements

"@aleabitoreddit I was just thinking to myself What would Serenity do in the situation"
X Link 2026-01-23T21:16Z [---] followers, [----] engagements

"@JKeynesAlpha $TEM is interesting as a play in health tech. Also one of Nancys holdings (s/o @legen_eth for the Pelosi tracker)"
X Link 2026-01-24T16:01Z [---] followers, [---] engagements

"The quantum hype run happened last year. Imo the quantum sector is going to bleed from [----] - [----]. I'm not longing the sector now. Space defense & energy are the sectors to watch this year. $INTC's sell off provides headwinds to semi/AI short term. I'm in/watching $TE $SATL $LTPH. In quantum though $CCCX $DMYY & $LAES are probably volatile short term trades if you're wanting to scalp the volatility"
X Link 2026-01-24T18:33Z [---] followers, [---] engagements

"@LEAPTRADER_ $CIFR thank me later"
X Link 2026-01-24T22:43Z [---] followers, [---] engagements

"Breaking: @IonQ_Inc acquires @SkyWaterFoundry for $1.8B/$35 per share. This is a significant win for $IONQ. They will now own and operate their own semiconductor foundry and merchant supplier. For $SKYT however this deal isnt great. The $SKYT team quantum arm and their foundry are worth much more in the long run. They were positioned to be the only scalable quantum merchant. They could have addressed bottlenecks in device fabrication for both trapped ion systems and superconducting quantum platforms. Congrats to the IonQ team for acquiring them at such a steal. $IONQ - Quantum Report Deep"
X Link 2026-01-26T12:28Z [---] followers, [---] engagements

"Wake up babe a new $NVDA $CRWV data center partnership dropped. Bullish for $NBIS / $CIFR / $IREN as well. All boats rise when $NVDA enters the water. Premarket news: $NVDA invests $2 bln in $CRWV at $87.20 per share Premarket news: $NVDA invests $2 bln in $CRWV at $87.20 per share"
X Link 2026-01-26T13:33Z [---] followers, [---] engagements

"@FiddleyF @SJCapitalInvest Thanks for the context"
X Link 2026-01-26T13:35Z [---] followers, [--] engagements

"@SJCapitalInvest @FiddleyF The angle that $SKYT fills the hole in Oxford Ionics pipeline definitely makes this a deal of a life time. IONQ is now a diversified business now"
X Link 2026-01-26T13:38Z [---] followers, [---] engagements

"@Citrini7 Pretty disappointing deal for $SKYT holders honestly"
X Link 2026-01-26T18:09Z [---] followers, [----] engagements

"@LandoInvests What you have going for you is timing. You basically caught the bottom of $IREN today. IV and theta are high though. I'd consider trimming on a 20-30% gain. FOMC is on Wednesday. Best of luck ๐Ÿ™‚"
X Link 2026-01-27T01:01Z [---] followers, [---] engagements

"@MMatters22596 Why $DUOL"
X Link 2026-01-27T01:02Z [---] followers, [---] engagements

"$USAR while being backstopped by a deal with the US Gov is trading at as if the deal didn't exist & being shorted at around 22%. Cool"
X Link 2026-02-12T20:23Z [---] followers, [----] engagements

"@aleabitoreddit @TheLongInvest Profited off of the $UPWK play following you for more @aleabitoreddit"
X Link 2025-09-09T18:27Z [---] followers, [---] engagements

"Made my first WSB post today. Upped my $HIMS position because the spinosaurus pattern emerged https://www.reddit.com/r/wallstreetbets/comments/1njz7ns/hims_spinosaurus_pattern_confirmed_bought_calls/ https://www.reddit.com/r/wallstreetbets/comments/1njz7ns/hims_spinosaurus_pattern_confirmed_bought_calls/"
X Link 2025-09-18T06:41Z [---] followers, [----] engagements

"@aleabitoreddit @SimionAdvisory Fair point & those users get banned in due time lol. Like Steve gave the critical minerals play months ago and was banned because he helped people out"
X Link 2025-09-24T17:01Z [---] followers, [---] engagements

"@Nolanha48839088 @NighthawkTradez Less short shares available increases the chances of a short squeeze"
X Link 2025-09-25T15:14Z [---] followers, [--] engagements

"@aleabitoreddit Interesting then presumably you're operating on higher quality info or have methods to extract higher quality info from publicly available information. Given what you said earlier about perfect recall I'm guessing it's the latter. Thanks Trying to develop my own mental model"
X Link 2025-09-26T03:17Z [---] followers, [--] engagements

"Say it with me folks @aleabitoreddit dont miss. Spino ate good Made my first WSB post today. Upped my $HIMS position because the spinosaurus pattern emerged https://t.co/RqIHE5Te4i https://t.co/zsMqD2fKj1 Made my first WSB post today. Upped my $HIMS position because the spinosaurus pattern emerged https://t.co/RqIHE5Te4i https://t.co/zsMqD2fKj1"
X Link 2025-09-26T16:01Z [---] followers, [---] engagements

"called $PATH last week in WSB: Folks were bearish even after ARKK dropped it. Easiest bullish indicators I've ever seen. Jokes aside @UiPath's mammoth run begins with the $SNOW partnership. Maestro will impact healthcare & finance next 1.5x EO2026 ez http://redd.it/1nql21w http://redd.it/1nql21w"
X Link 2025-09-30T16:42Z [---] followers, [----] engagements

"@aleabitoreddit @JK6483 Well deserved"
X Link 2025-10-01T12:52Z [---] followers, [--] engagements

"@aleabitoreddit @Neat_Lama @soulbiri1 Really sorry to hear that. for what its worth I became a father on Saturday and your DD posts have made me and my new family thousands in medical/living expenses. Funny as it may be youre impacting our lives in a positive way"
X Link 2025-10-01T21:38Z [---] followers, [--] engagements

"@aleabitoreddit Steve Zissou (materials WSB guy) said something similiar on his substack. Acquiring money without a purpose is devoid of meaning. Real meaning comes from helping people and money is just a vehicle to help others"
X Link 2025-10-03T01:43Z [---] followers, [---] engagements

"@aleabitoreddit 1/ I mentioned this yesterday but was moved by @Neat_Lama's post & wanted to share more. I became a father last Saturday. My wife had serious pregnancy complications and we were facing some financial trouble. The only reason we're able to stay afloat is because "
X Link 2025-10-03T03:42Z [---] followers, [---] engagements

"@aleabitoreddit @Neat_Lama 3/ a career change to finance to follow in your footsteps. I have a dream to open up a research laboratory and everything I'm learning from you is helping not just my family but me to actualize to that goal"
X Link 2025-10-03T03:48Z [---] followers, [---] engagements

"@aleabitoreddit Based on your strat would $UPWK be a possible options swing trade candidate today Fair value around [--] buy leaps around [----] and shorter dated calls today at 17.5"
X Link 2025-10-03T19:25Z [---] followers, [---] engagements

"I've been sharpening my trading instincts by following @aleabitoreddit Steve Zissou and unusual options flow in @legen_eth's discord @unusual_whales & @FL0WG0D. Here's one trade that went well recently $AG: First Majestic Silver Corporation. I saw unusual bullish option flow & knew that AG's the atomic symbol for silver. Gold was ripping so I expected silver to follow to 50+. I took the same position on Sept/12 and ended up rolling it out to $10.5 10/24 on Sept/18 after silver dipped. Good thing I stayed calm & trusted the flow since AG ripped the next week. Closed the trade on Friday for a"
X Link 2025-10-05T16:24Z [---] followers, [---] engagements

"One day I will give all the money I earn in this bull market to bettering the lives of my friends & family and creating a new R&D laboratory in the US for mathematics physics and health science. I swear it"
X Link 2025-10-07T19:18Z [---] followers, [---] engagements

"@aleabitoreddit @DeepValueBagger @Neat_Lama & @soulbiri1 we have found our Tobirama Senju"
X Link 2025-10-07T21:52Z [---] followers, [--] engagements

"4-5x return on $PATH investments across my brokerage & Roth accounts. Closed my Jan/2026 contracts today & keeping my Jan/2027 contracts in my Roth going ๐Ÿ™‚ Really happy with this trade overall I did my research made my dino diligence post on it on WSB and trusted in my plan. I was okay with letting my [----] calls expire worthless/taking a 30-40% loss & waiting until [----] to see returns. We were fortunate that @UiPath announced collaborations with the big AI players a few weeks after my DD post. $PATH's mammoth run will continue & I'm bullish long term Going to jump back in with shares &"
X Link 2025-10-09T23:22Z [---] followers, [----] engagements

"Gold (Bullion) vs Silver (Bullion): The First Majestic $AG PKMN Battle Throughout poke history Gold always had a head start on Silver usually winning 65:1 in his battle ratio because he got all three starters. Because of this Gold arrived at Victory Road early and upped his win rate to 79:1 against Silver. But Silver encountered a powerful trainer group the First Majestic Silver Corp $AG. They showed Silver a path to Mt. Silver through their San Dimas Santa Elena and La Encantada mines. In these mines Silver raised his party to an unstoppable levels because these mines gave Silver a 39% Y/Y"
X Link 2025-10-10T18:31Z [---] followers, [----] engagements

"Shoutout to @Neat_Lama for pointing out this YF article on #silversqueeze What I found most interesting was the quote; On Friday Comex saw its largest one-day withdrawal of silver in more than four years. Also looks like the borrowing fee has shot up over 100% so RIP those shorting silver. With trade tensions between China & America starting up again and affecting Rare Earths including Silver there are three factors contributing to this squeeze. The first is natural overall silver production is down and silver prices have been rising organically. The second is geopolitical. This is an"
X Link 2025-10-12T13:53Z [---] followers, [---] engagements

"@pepemoonboy putting this out is bold. Ill take a stab at it too. Top life goals: [--]. Retire my parents & take care of their medical needs [--]. Provide for wife & kid [--]. Build a new R&D lab & make jobs for scientists [--]. Climb Aconcagua Someone want to keep the chain going My top life goals: [--]. Get closer to God [--]. Retire my parents [--]. Retire my wife [--]. Retire myself [--]. Help others [--]. Travel the world [--]. Free my mind If I can accomplish all these things I will have lived my definition of a successful life. My top life goals: [--]. Get closer to God [--]. Retire my parents [--]. Retire my wife [--]. Retire"
X Link 2025-10-12T14:21Z [---] followers, [----] engagements

"Looks like were on the same page @BankofAmerica ๐Ÿ™‚ #silversqueeze #RareEarths https://www.reuters.com/business/bofa-lifts-2026-gold-forecast-5000oz-sees-silver-65-2025-10-13/ Gold (Bullion) vs Silver (Bullion): The First Majestic $AG PKMN Battle Throughout poke history Gold always had a head start on Silver usually winning 65:1 in his battle ratio because he got all three starters. Because of this Gold arrived at Victory Road early and upped his https://t.co/zr5qSIOaed https://www.reuters.com/business/bofa-lifts-2026-gold-forecast-5000oz-sees-silver-65-2025-10-13/ Gold (Bullion) vs Silver"
X Link 2025-10-13T16:35Z [---] followers, [---] engagements

"@aleabitoreddit Just recommended the Exodia deck to my barber ๐Ÿ˜Ž"
X Link 2025-10-14T21:37Z [---] followers, [---] engagements

"@soulbiri1 @aleabitoreddit Maybe sell some covered calls and free up some capital to buy /s ๐Ÿ˜‚"
X Link 2025-10-14T22:57Z [---] followers, [--] engagements

"Taking a step back from pre market euphoria to realize true happiness; holding my newborn while my wife and I discuss plans to become homeowners and spend more time with our families. @pepemoonboy is right being w/ the right person is being wealthy the dollars come later"
X Link 2025-10-15T13:29Z [---] followers, [---] engagements

"Ill always be upfront about my positions. Took profits on 100/200 $20 call contracts and used that premium to buy $WULF. Still bullish that $AG has more room to run and isnt already at ATHs (like $HL). Good luck #silversqueeze folks ๐Ÿ™‚ Gold (Bullion) vs Silver (Bullion): The First Majestic $AG PKMN Battle Throughout poke history Gold always had a head start on Silver usually winning 65:1 in his battle ratio because he got all three starters. Because of this Gold arrived at Victory Road early and upped his https://t.co/zr5qSIOaed Gold (Bullion) vs Silver (Bullion): The First Majestic $AG PKMN"
X Link 2025-10-15T23:59Z [---] followers, [---] engagements

"$LAES GO: How to actually short the #quantum industry I work in quantum computing & here's how/why I'm shorting my own industry. TLDR; fight quantum with quantum. Break quantums moat by building superconducting firewalls to defend against quantum cryptographic attacks. -- As a quantum error correction researcher #quantumcomputing is a fun and hard science and engineering problem. The velcro-and-tang of this industry are novel developments for control systems or cool computer science algorithms that push at the frontiers of computing. Personally there are science problems (simulating high"
X Link 2025-10-16T06:29Z [---] followers, 15.9K engagements

"Todays pullback could not have come at a better time. @aleabitoreddit & @soulbiri1 have a great strategy for days like today; use shares as a way to derisk so that on nonmaterial pullbacks you have capital you can deploy to higher conviction plays. I had finished my $LAES thesis last night & am bullish. So on todays pullback I sold my $PATH $LAES & $BBAI shares to buy $LAES leaps ๐Ÿ™‚ Best of luck to longs & $LAES go $LAES GO: How to actually short the #quantum industry I work in quantum computing & here's how/why I'm shorting my own industry. TLDR; fight quantum with quantum. Break quantums"
X Link 2025-10-16T17:37Z [---] followers, [----] engagements

"Today's a gift & $AG just keeps on giving ๐Ÿ™‚ Took profits on my $15 & $12 January calls and used them to buy $UROY LEAPS & more $WULF calls ๐Ÿบ. As we know Exodia runs on โ˜ข energy and $CIFR $IREN $WULF $WLAC & $NBIS may need $UROY's support. Still have [---] $20 $AG calls๐Ÿ˜Ž. Gold (Bullion) vs Silver (Bullion): The First Majestic $AG PKMN Battle Throughout poke history Gold always had a head start on Silver usually winning 65:1 in his battle ratio because he got all three starters. Because of this Gold arrived at Victory Road early and upped his https://t.co/zr5qSIOaed Gold (Bullion) vs Silver"
X Link 2025-10-16T19:58Z [---] followers, [---] engagements

"Like my anime brother @soulbiri1 I've heard the Tera $WULF's cry under the October sky. Today's monster selloff doesn't change that @TeraWulfInc is backed by $GOOGL & its debt refinancing comes with no dilution ๐Ÿ˜Ž. $20+ company on a 35% sale bought [--] $20 Jan calls ๐Ÿบ Geralt of Rivia + White $WULF formation spotted - $20+ breakout. Was playing The Witcher [--] when I noticed something about $WULF's chart - Geralt AKA the White Wolf forgot to cast Yrden to keep out the bears so they got to him today but now that he remembered it should go to $20 https://t.co/41rKFLpsCa Geralt of Rivia + White"
X Link 2025-10-17T02:41Z [---] followers, [----] engagements

"Derivations: Chaos is a๐Ÿชœ 10/9/25 - 10/17/25 #1 I've had the best trading week of my life. I'm starting this series to break down my wins losses acquisitions & lessons learned. Profits: $PATH $AG $LAES $BBAI $IREN $UURAF Losses: $WFC $GIG Acquired: $WULF $UROY $BITF What an insane week. Tensions trade wars & mini liberation days & through all that max pain I'm up 2% over this period go figure. Here are some things I learned. Lesson 1: The best advice that changed my mind Isagi Yoichi style comes from @aleabitoreddit but is summarized well by @soulbiri1: ๐Ÿงฉ Leverage Low Deleverage High"
X Link 2025-10-18T11:16Z [---] followers, [----] engagements

"@DeepValueBagger As a new investor (started actively doing this in June) any tips for identifying high quality companies or high growth potential companies"
X Link 2025-10-18T17:23Z [---] followers, [----] engagements

"@aleabitoreddit @DeepValueBagger I made the mistake of following him & Mike Alfred when I joined X thinking they had decent info. Both turned out to be pump and dumpers. You become who you spend time with/are exposed to & I'd rather learn from you both ๐Ÿ˜Ž"
X Link 2025-10-19T13:37Z [---] followers, [---] engagements

"@chobiboni2 @DeepValueBagger @aleabitoreddit ๐Ÿ˜‚ its twitbate like this that makes me tired of his posts. He says this pretty much every week for some stock BKKT or CIFR and eventually one week there is material news & hes like called it"
X Link 2025-10-19T15:22Z [---] followers, [---] engagements

"As I'm learning how to trade on my own convictions & follow in the footsteps of the great finX hokages I'm constantly reevaluating my theses as news comes out. Today @CreusMoreira's post about @SEALSQcorp PQC100 capabilities & roadmap made me reconsider my $LAES thesis. I often get nervous when reading about putative successful implementations of quantum-adjacent algorithms in real hardware. These implementations often sweep a lot of technical details under the rug for a pithy oversimplified soundbite. Case in point I was nervous about Carlos' claim that SEALSQ's PQC100 has integrated"
X Link 2025-10-19T18:18Z [---] followers, [---] engagements

"Nice to see my $LAES thesis play out in real time ๐Ÿ™‚ Material news: @SEALSQcorp Unveils Industrys First Hardware-Embedded Post-Quantum Chip at Q+AI [----] Conference in New York Really looking forward to the conference happening in an hour. https://tradewirellc.ddns.net/api/pressers/body/68f62b4c57cf5d27306dd3bb $LAES GO: How to actually short the #quantum industry I work in quantum computing & here's how/why I'm shorting my own industry. TLDR; fight quantum with quantum. Break quantums moat by building superconducting firewalls to defend against quantum cryptographic attacks. -- As a"
X Link 2025-10-20T12:38Z [---] followers, [---] engagements

"thank you jimmy ๐Ÿ™‚ me looking at my $NBIS $CIFR $BITF $UROY $LAES $AG like ๐Ÿ˜Ž if you're thinking about selling today (other than for tax loss purposes) - two more rate cuts coming - institutes want cheap shares I've bought [---] $LAES leaps at yesterday's prices. love y'all expect the speculators in quantum gold nuke extraneous data centers silver will not go down without a fight and that they will endeavor to have a snapback. Do not be fooled; sell into it if you haven't already. expect the speculators in quantum gold nuke extraneous data centers silver will not go down without a fight and"
X Link 2025-10-21T19:01Z [---] followers, [----] engagements

"@OptionsJohnny Genuinely asking here how can you look at a stock chart & draw some lines over it without knowing anything about the company Do you use the options sentiment to determine these levels Im a fundamentals investor in $LAES not a technicals one"
X Link 2025-10-22T02:15Z [---] followers, [----] engagements

"@aleabitoreddit @Neat_Lama quick follow up to my kohai @Neat_Lama & @soulbiri1 i want to learn if theres an advantage to go with common stock in 2X leveraged ETFs over options in NBIS' case how do you decide between the better profit proposition"
X Link 2025-10-22T17:54Z [---] followers, [---] engagements

"@aleabitoreddit @Neat_Lama @soulbiri1 cool thanks -- that helped me decide what to go with ๐Ÿ™‚"
X Link 2025-10-22T18:05Z [---] followers, [--] engagements

"@aleabitoreddit @Neat_Lama didn't post this yet but bought $NBIS calls on your weebius DD ๐Ÿ™‚ going to add a 1yr leaps position shortly"
X Link 2025-10-22T18:47Z [---] followers, [---] engagements

"The US governments announcement today to take equity stakes in quantum computing companies is exactly in line with the reasons I highlighted in my $LAES post; they want access to the tech first to test & bolster security defenses. More news coming ๐Ÿ™‚ https://www.wsj.com/business/entrepreneurship/trump-administration-in-talks-to-take-equity-stakes-in-quantum-computing-firms-60ee5143gaa_at=eafs&gaa_n=AWEtsqcGpwmR9wo3DC0Vzv4ufVv5MtbHmSZLabAS8IcVatbDJq2_EVfdcdEu&gaa_ts=68f990d3&gaa_sig=PAUXK2BjBFlTd3AjZbpYRkWj6bFTo0DEngur5ZNUeXJakskjnhbPYs8zhR_Ty1Qp4o0EZKe5qdTJrAFM4AkSLA%3D%3D $LAES GO: How to"
X Link 2025-10-23T02:17Z [---] followers, [----] engagements

"@aleabitoreddit Sensei $LAES & $BTQ belong in that quantum list as defense plays"
X Link 2025-10-23T03:33Z [---] followers, [----] engagements

"@planert41 I'm almost done with my $UROY DD (posting at [--] ET today)"
X Link 2025-10-23T13:09Z [---] followers, [---] engagements

"$UROY JENKINS: The Battery Supplier for NeoClouds In the radioactive near future the God-Emperor Exodia alone will power the Data Centernomicon and help his primarchs $NBIS $IREN $CIFR $WULF & $WLAC in their fight among the NeoClouds. $UROY 2-3x potential Dual Theses: ๐Ÿค– AI load from @GoogleAI @OpenAI & @AnthropicAI demands power beyond current grid capabilities โ˜ข Global demand for uranium is nearing all time highs & speculations for a price floor on uranium Please share so I can get feedback on my theses ๐Ÿ™‚ #NeoClouds angle: Recently the Trump administration has expressed concerns about our"
X Link 2025-10-23T14:44Z [---] followers, [----] engagements

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creator/twitter::platochi
/creator/twitter::platochi