#  @raymclureinvest Ray Mclure Ray Mclure posts on X about $ses, ai, ndaa, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1945909579256143872/interactions)  - [--] Week [-----] +1,518% - [--] Month [------] +118% ### Mentions: [--] [#](/creator/twitter::1945909579256143872/posts_active)  - [--] Month [--] -62% ### Followers: [---] [#](/creator/twitter::1945909579256143872/followers)  - [--] Week [---] +8.40% - [--] Month [---] +18% ### CreatorRank: undefined [#](/creator/twitter::1945909579256143872/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [automotive brands](/list/automotive-brands) [countries](/list/countries) [events](/list/events) [financial services](/list/financial-services) **Social topic influence** [$ses](/topic/$ses) #16, [ai](/topic/ai), [ndaa](/topic/ndaa), [$nvda](/topic/$nvda), [$onds](/topic/$onds), [$sesw](/topic/$sesw), [agentic](/topic/agentic), [llm](/topic/llm), [ceo](/topic/ceo), [$lly](/topic/$lly) **Top accounts mentioned or mentioned by** [@moxieland](/creator/undefined) [@osakr11](/creator/undefined) [@kingaj408](/creator/undefined) [@perspez](/creator/undefined) [@investintheftr](/creator/undefined) [@wsj](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@nasa](/creator/undefined) [@wallstreetsnypa](/creator/undefined) [@gpupoorresearch](/creator/undefined) [@risenfit](/creator/undefined) [@dissectmarkets](/creator/undefined) [@420elonmusk6967](/creator/undefined) [@jimbomania](/creator/undefined) [@mikethenavyguy](/creator/undefined) [@itschrisray](/creator/undefined) [@joshuapoddoku](/creator/undefined) [@yeahdrdave](/creator/undefined) [@5even777](/creator/undefined) [@jkeynesalpha](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Eli Lilly and Company (LLY)](/topic/$lly) [QuantumScape Corporation (QS)](/topic/$qs) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) [BOX, INC. (BOX)](/topic/$box) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Now Coin (NOW)](/topic/$now) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [SPX6900 (SPX)](/topic/$spx) [Goldman Sachs (GS)](/topic/goldman-sachs) [AeroVironment, Inc. (AVAV)](/topic/$avav) ### Top Social Posts Top posts by engagements in the last [--] hours "@moxieland My $sesw warrant orders wont fill Lolol" [X Link](https://x.com/raymclureinvest/status/1976285211651637640) 2025-10-09T13:54Z [---] followers, [--] engagements "@moxieland Yes" [X Link](https://x.com/raymclureinvest/status/1976413485161730054) 2025-10-09T22:24Z [---] followers, [--] engagements "@moxieland thx Jay How are you feeling about $sesw today" [X Link](https://x.com/raymclureinvest/status/1976661932833968361) 2025-10-10T14:51Z [---] followers, [---] engagements "@moxieland Hey nice I haven't bought warrants since the pandemic. If you look other co's in sector it feels like $sesw warrants are good to go long here. You like warrants over options feel like I need to dip my toes into options" [X Link](https://x.com/raymclureinvest/status/1976663830504911188) 2025-10-10T14:59Z [---] followers, [--] engagements "@moxieland Good morning $SESW. Feeling good" [X Link](https://x.com/raymclureinvest/status/1977733193957581000) 2025-10-13T13:48Z [---] followers, [--] engagements "@moxieland The ask this morning on $sesw was pretty shocking (good) even tho not entirely accurate" [X Link](https://x.com/annan447384/status/1978078280646308295) 2025-10-14T12:39Z [---] followers, [--] engagements "@moxieland I would imagine lots of algo manipulation on warrants" [X Link](https://x.com/raymclureinvest/status/1978082803360153837) 2025-10-14T12:57Z [---] followers, [--] engagements "@moxieland Quick math could be wrong" [X Link](https://x.com/raymclureinvest/status/1986143791686750290) 2025-11-05T18:49Z [---] followers, [--] engagements "@moxieland Yup I did this calculation a month ago and $sldpw were 1/6 of $sldp share price so Im obviously pleased about my $sesw position now the the ratio is approx 1/4 for $sldpw / $sldp" [X Link](https://x.com/raymclureinvest/status/1986153000696520746) 2025-11-05T19:25Z [---] followers, [--] engagements "@moxieland $SES moving after hours. $SES earnings were 🔥" [X Link](https://x.com/raymclureinvest/status/1986186312349532665) 2025-11-05T21:38Z [---] followers, [---] engagements "$SES $NVDA https://developer.nvidia.com/blog/accelerating-the-future-of-transportation-with-ses-ais-nvidia-powered-innovation-for-electric-vehicles/ https://developer.nvidia.com/blog/accelerating-the-future-of-transportation-with-ses-ais-nvidia-powered-innovation-for-electric-vehicles/" [X Link](https://x.com/raymclureinvest/status/1988278297294418365) 2025-11-11T16:11Z [---] followers, [---] engagements "$SES featured in $NVDA s very own company ai showcase video https://youtu.be/vNhbqYtsH18 https://youtu.be/vNhbqYtsH18" [X Link](https://x.com/raymclureinvest/status/1988279582110384356) 2025-11-11T16:16Z [---] followers, [---] engagements "@perspez Looks like $ses is a bargain at these levels" [X Link](https://x.com/raymclureinvest/status/1988656326067778003) 2025-11-12T17:13Z [---] followers, [---] engagements "@jimbomania @mikethenavyguy Jimbomania you are clearly retarded" [X Link](https://x.com/raymclureinvest/status/1989737765677011236) 2025-11-15T16:50Z [---] followers, [--] engagements "$ses $nvda This small cap is featured in $nvdas new product video. Get in while you can $ndaq #ai #" [X Link](https://x.com/raymclureinvest/status/1991522878228164812) 2025-11-20T15:03Z [---] followers, [---] engagements "$nvda $ses https://finance.yahoo.com/news/nvidia-stock-soars-after-q3-earnings-forecasts-top-estimates-with-sales-for-ai-chips-off-the-charts-153409984.html https://finance.yahoo.com/news/nvidia-stock-soars-after-q3-earnings-forecasts-top-estimates-with-sales-for-ai-chips-off-the-charts-153409984.html" [X Link](https://x.com/raymclureinvest/status/1991525233631887807) 2025-11-20T15:13Z [---] followers, [---] engagements "$SES more people are discovering this gem. $SES SES AI Summary SES AI is one of the most credible Li-metal battery companies in the world with unmatched OEM relationships and strong IP. The main risk is the typical battery-scale-up valley of death between A-samples and commercial lines but if SES crosses it the $SES SES AI Summary SES AI is one of the most credible Li-metal battery companies in the world with unmatched OEM relationships and strong IP. The main risk is the typical battery-scale-up valley of death between A-samples and commercial lines but if SES crosses it the" [X Link](https://x.com/raymclureinvest/status/1991527407258595831) 2025-11-20T15:21Z [---] followers, [---] engagements "$ses notes on $SES AI *before Nov [--] earnings call" [X Link](https://x.com/raymclureinvest/status/1991527899044978812) 2025-11-20T15:23Z [---] followers, [---] engagements "@moxieland $sesw got raked this week haha" [X Link](https://x.com/raymclureinvest/status/1992359519427698732) 2025-11-22T22:28Z [---] followers, [--] engagements "@moxieland For sure small caps I think got hit hard across the board. Im thinking $ses is profitable early [----] and some good news out soon. Glad youre still holding I thought that drop was because you unloaded 😂" [X Link](https://x.com/raymclureinvest/status/1992369579264450798) 2025-11-22T23:08Z [---] followers, [---] engagements "@InvestInTheFtr This video got me to increase my $ses position this summer" [X Link](https://x.com/raymclureinvest/status/1994480896871702613) 2025-11-28T18:57Z [---] followers, [---] engagements "@moxieland 37c this morning They should be at 60c minimum imo $sesw $ses" [X Link](https://x.com/raymclureinvest/status/1996668517790187914) 2025-12-04T19:50Z [---] followers, [---] engagements "$sesw $ses @moxieland whats brewing" [X Link](https://x.com/raymclureinvest/status/1998044433498173890) 2025-12-08T14:58Z [---] followers, [---] engagements "$ses The goal is to build a robust secure and cost-efficient battery supply chain that supports compliance with applicable NDAA country-of-origin and supply chain requirements for SES AIs drone customers. https://www.morningstar.com/news/business-wire/20251218562994/ses-ai-and-top-material-announce-plans-to-boost-cell-manufacturing-capacity-in-korea-for-drone-applications https://www.morningstar.com/news/business-wire/20251218562994/ses-ai-and-top-material-announce-plans-to-boost-cell-manufacturing-capacity-in-korea-for-drone-applications" [X Link](https://x.com/raymclureinvest/status/2001653304560951489) 2025-12-18T13:58Z [---] followers, [---] engagements "$ses looking forward to Q1 [----]. Transformational year for $SES AI $SES New Korea scale-up: partnering w/ Top Material to boost Chungju cell manufacturing for drones/UAM + build an NDAA-compliant supply chain (defense/procurement-ready). Definitive agreement targeted Q126. 🛩🔋 https://t.co/ViwC44hzP1 https://t.co/1tmdh2LEnp $SES New Korea scale-up: partnering w/ Top Material to boost Chungju cell manufacturing for drones/UAM + build an NDAA-compliant supply chain (defense/procurement-ready). Definitive agreement targeted Q126. 🛩🔋 https://t.co/ViwC44hzP1 https://t.co/1tmdh2LEnp" [X Link](https://x.com/raymclureinvest/status/2001700069683401128) 2025-12-18T17:04Z [---] followers, [---] engagements "$ses very visible this month in sector Vertical material science LLM ✔ Drone Battery partnerships ✔ Data centre energy storage ESS✔ $nvda partner✔ B sample - C sample battery development with Hyundai ✔ $SES January [----] setup 👀 SES AI just dropped its Jan [----] event calendar and it quietly says a lot. CES meetings (drones / robotics / edge AI) CTO at Gordon Research Conf AI-driven electrolyte discovery Needham (Jan 16): CEO presenting Drone + ESS + Materials https://t.co/S0QsWYcUFV $SES January [----] setup 👀 SES AI just dropped its Jan [----] event calendar and it quietly says a lot. CES" [X Link](https://x.com/raymclureinvest/status/2008256411281817622) 2026-01-05T19:16Z [---] followers, [---] engagements "Discussion on the next phase of the AI boom thats under the radar: Agentic AI enterprise software thats proprietary which describes $ses" [X Link](https://x.com/anyuser/status/2008540962642162073) 2026-01-06T14:07Z [---] followers, [---] engagements "This directly applies to $SES Al's 'Molecular Universe'- private LLM and the protective moat around their IP. Most of these new software co's are private vs SES '" [X Link](https://x.com/raymclureinvest/status/2008541330184769799) 2026-01-06T14:09Z [---] followers, [---] engagements "@itschrisray $ses ai" [X Link](https://x.com/raymclureinvest/status/2008548658556600537) 2026-01-06T14:38Z [---] followers, [---] engagements "$uber $nvda $ses. AI chip beneficiaries up and down the stack https://nvidianews.nvidia.com/news/alpamayo-autonomous-vehicle-development https://nvidianews.nvidia.com/news/alpamayo-autonomous-vehicle-development" [X Link](https://x.com/anyuser/status/2008563132571210037) 2026-01-06T15:35Z [---] followers, [---] engagements "@JoshuaPoddoku When they detail the JV which prioritizes the use of $SES s Molecular Universe the market will see this as a cutting edge software company and an Energy solutions company for data centers with their ESS acquisition of UZ energy" [X Link](https://x.com/raymclureinvest/status/2008601646172131614) 2026-01-06T18:08Z [---] followers, [---] engagements "$ses achieving profitability this year with software revenue energy storage revenue and drone battery contracts being announced. No debt clean balance sheet with substantial positive cash flow The @WSJ recently reached out to several venture capitalists to get their hot takes on the future of AI in [----]. Though sentiment leans toward optimism many warn that [----] will be the do-or-die year with many AI startups expected to be weeded out of the industry. The @WSJ recently reached out to several venture capitalists to get their hot takes on the future of AI in [----]. Though sentiment leans toward" [X Link](https://x.com/anyuser/status/2008632381394067572) 2026-01-06T20:10Z [---] followers, [---] engagements "@moxieland $sesw $ses warrants are a gift at these levels" [X Link](https://x.com/raymclureinvest/status/2008909952421654678) 2026-01-07T14:33Z [---] followers, [---] engagements "@YeahDrDave $ses ai" [X Link](https://x.com/raymclureinvest/status/2009119589184229392) 2026-01-08T04:26Z [---] followers, [---] engagements "@5even777 @JKeynesAlpha @CyberHorizons00 @LimitingThe @UndecidedMF $ses is no scam March [--] earnings will be inflection point. Shorts will scramble" [X Link](https://x.com/raymclureinvest/status/2009418200124150123) 2026-01-09T00:13Z [---] followers, [---] engagements "@gpupoorresearch $ses https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications" [X Link](https://x.com/raymclureinvest/status/2009650031138365604) 2026-01-09T15:34Z [---] followers, [---] engagements "@gpupoorresearch $ses also has agentic ai software - Molecular Universe" [X Link](https://x.com/raymclureinvest/status/2009650174956548512) 2026-01-09T15:35Z [---] followers, [---] engagements "$SES has its own AI agentic research lab - molecular universe and a partnership with $NVDA. Domain specific enterprise software. Proprietary data $LLY $NVDA $LLY -NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB $NVDA $LLY -NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB" [X Link](https://x.com/anyuser/status/2010736772196798735) 2026-01-12T15:32Z [---] followers, [---] engagements "$ses had two contracts for drone batteries being announced soon. $SES Battery facility and supply chain is capable of NDAA compliant drone batteries - $ONDS $SES AI GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed or https://t.co/Ml7ZEMf9Eu GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these" [X Link](https://x.com/anyuser/status/2010737492899827859) 2026-01-12T15:35Z [---] followers, [---] engagements "@StockSavvyShay $SES AI - drone batteries. NDAA compliant supply chain also. https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications" [X Link](https://x.com/raymclureinvest/status/2011067443402191009) 2026-01-13T13:26Z [---] followers, [---] engagements "@risenfit $SES AI - drone batteries. U.S. defence/ NDAA compliant. Drone contracts will be announced in March https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications" [X Link](https://x.com/raymclureinvest/status/2011115400705028395) 2026-01-13T16:37Z [---] followers, [---] engagements "$NVDA Agentic research lab partnership with big pharma. $LLY. Vertical LLM targeting a specific area of science. Models trained on expertise and data not available in public domain https://www.benzinga.com/news/health-care/26/01/49878991/nvidia-eli-lilly-launch-1-billion-ai-lab-to-build-meds https://www.benzinga.com/news/health-care/26/01/49878991/nvidia-eli-lilly-launch-1-billion-ai-lab-to-build-meds" [X Link](https://x.com/anyuser/status/2011116495145771046) 2026-01-13T16:41Z [---] followers, [---] engagements "@risenfit No problem. Helpful diagram showing how $SES AI fits into the space" [X Link](https://x.com/raymclureinvest/status/2011118073705542127) 2026-01-13T16:48Z [---] followers, [---] engagements "@pepemoonboy $SES AI https://www.reddit.com/r/SESAI/s/wX9W2GKHge https://www.reddit.com/r/SESAI/s/wX9W2GKHge" [X Link](https://x.com/raymclureinvest/status/2011254763086647358) 2026-01-14T01:51Z [---] followers, [---] engagements "@SRxTrades Drone / defense robotics battery play $SES AI seen in diagram here. NDAA/ U.S. defense compliant" [X Link](https://x.com/raymclureinvest/status/2011652670272975077) 2026-01-15T04:12Z [---] followers, [----] engagements "@AthleteInvests Nicely done $ses" [X Link](https://x.com/raymclureinvest/status/2012175491789136161) 2026-01-16T14:49Z [---] followers, [---] engagements "$SES AI. More color on U.S. defense / NDAA drone contracts this morning at Needham Conference $ONDS https://www.reddit.com/r/SESAI/s/CrtqC6LdiZ $SES 🤏🏻 and we have not got to @NASA event yet https://www.reddit.com/r/SESAI/s/CrtqC6LdiZ $SES 🤏🏻 and we have not got to @NASA event yet" [X Link](https://x.com/anyuser/status/2012178081809633521) 2026-01-16T15:00Z [---] followers, [----] engagements "$SES vertical research LLM Molecular Universe was compared to other LLMs such as Periodic Tables SandboxAQ $sanqzzx and DP Tech Valuations ranging from $1bn-$5bn. Lots more discussed at Needham Conference this morning. Drone batteries $ONDS" [X Link](https://x.com/anyuser/status/2012204314211549667) 2026-01-16T16:44Z [---] followers, [---] engagements "@moxieland Better volume in $sesw $ses. News release should send this" [X Link](https://x.com/raymclureinvest/status/2012265088015610198) 2026-01-16T20:45Z [---] followers, [---] engagements "@DVLT146025 $ses is also firmly in the energy storage business addressing the data center market. Bigger market than drones https://www.investing.com/news/company-news/ses-ai-to-acquire-uz-energy-for-255-million-in-ess-expansion-93CH-4154926 https://www.investing.com/news/company-news/ses-ai-to-acquire-uz-energy-for-255-million-in-ess-expansion-93CH-4154926" [X Link](https://x.com/raymclureinvest/status/2012550790578061523) 2026-01-17T15:41Z [---] followers, [---] engagements "@Stephanie_Link $SES AI. Energy storage systems for data centers - https://investors.ses.ai/news/news-details/2025/SES-AI-Accelerates-Timeline-for-Revenue-Growth-and-Profitability-with-Acquisition-of-an-Energy-Storage-System-Producer-UZ-Energy/default.aspx https://investors.ses.ai/news/news-details/2025/SES-AI-Accelerates-Timeline-for-Revenue-Growth-and-Profitability-with-Acquisition-of-an-Energy-Storage-System-Producer-UZ-Energy/default.aspx" [X Link](https://x.com/raymclureinvest/status/2012645868906713313) 2026-01-17T21:59Z [---] followers, [---] engagements "@MikePLTR Drone / defense robotics battery play $SES AI seen in diagram here. NDAA/ U.S. defense compliant" [X Link](https://x.com/raymclureinvest/status/2012653600476950578) 2026-01-17T22:29Z [---] followers, [----] engagements "$SES AIs Drone contracts will be detailed during ER call first week of March [--] Supply high energy and power density and NDAA-compliant Li-Metal and Li-ion cells for drone robotics https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications" [X Link](https://x.com/anyuser/status/2013023473279373520) 2026-01-18T22:59Z [---] followers, [---] engagements "$SES AI - Expansion of existing capacity from 300K cells/year to 1M cells/year expected in second half of [----] Additional capacity available for non-US of 10M cells/year through contract manufacturing" [X Link](https://x.com/anyuser/status/2013023601331462418) 2026-01-18T23:00Z [---] followers, [---] engagements "@asym_investor $SES AI Drone batteries with NDAA U.S. defence exposure. Same space as $ONDS. https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications" [X Link](https://x.com/raymclureinvest/status/2014070963017543763) 2026-01-21T20:21Z [---] followers, [---] engagements "@osakr11 $ses has their own agentic research software Molecular universe. Its their own in house vertical LLM. Material discovery mapping out undiscovered molecular patents. Just think about that" [X Link](https://x.com/raymclureinvest/status/2014148844750094483) 2026-01-22T01:31Z [---] followers, [---] engagements "@moxieland You what Beat me to it" [X Link](https://x.com/raymclureinvest/status/2014315127533637670) 2026-01-22T12:32Z [---] followers, [--] engagements "@InvestInTheFtr @osakr11 We will meet in Valhalla $SES. Should have same amount of shares as you @InvestInTheFtr by months end" [X Link](https://x.com/raymclureinvest/status/2014428720119832899) 2026-01-22T20:03Z [---] followers, [--] engagements "@osakr11 @InvestInTheFtr $SES investors are just built different" [X Link](https://x.com/raymclureinvest/status/2014429263613583567) 2026-01-22T20:05Z [---] followers, [---] engagements "@WallStreetSnypa $SES loved your last video on them" [X Link](https://x.com/raymclureinvest/status/2014507816048828856) 2026-01-23T01:17Z [---] followers, [---] engagements "@V0lCrushed @dissectmarkets *March 3rd [----] is estimated earnings call. CEO said drone contracts detailed and release during next ER $SES" [X Link](https://x.com/raymclureinvest/status/2014535881017672112) 2026-01-23T03:09Z [---] followers, [---] engagements "@StockSavvyShay Drone / defense robotics battery play $SES AI seen in diagram here. NDAA/ U.S. defense compliant" [X Link](https://x.com/raymclureinvest/status/2012872300366881140) 2026-01-18T12:58Z [---] followers, [----] engagements "@dissectmarkets I agree. Short term March [--] $SES will be providing more color on U.S. defense NDAA contracts Supply high energy and power density and NDAA-compliant Li-Metal and Li-ion cells for drones robotics.Expansion from 300K cells/year to 1M cells/year expected in H2 2026" [X Link](https://x.com/raymclureinvest/status/2013345426263441779) 2026-01-19T20:18Z [---] followers, [---] engagements "Drone batteries with exposure to U.S. military contracts. NDAA compliant. Contracts already in $SES pipeline being announced early March [--] $AMPX $SES Drone batteries $AMPX $SES Drone batteries" [X Link](https://x.com/anyuser/status/2013647815751225407) 2026-01-20T16:20Z [---] followers, [---] engagements "$SES $AMPX featured in financial Times. Drone battery pipeline -approval by Pentagon. NDAA compliance. U.S. Defense $ONDS https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281 https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281" [X Link](https://x.com/anyuser/status/2014306243641303056) 2026-01-22T11:56Z [---] followers, [----] engagements "@WallStreetSnypa @420elonmusk6967 Any chance you do a TA soon on $SES Earnings soon" [X Link](https://x.com/raymclureinvest/status/2016184807701487735) 2026-01-27T16:21Z [---] followers, [--] engagements "@WallStreetSnypa @420elonmusk6967 Amazing Thx Flaco" [X Link](https://x.com/raymclureinvest/status/2016188125026857000) 2026-01-27T16:34Z [---] followers, [--] engagements "@osakr11 @perspez $ses minimum 3x revenue ramp 2026" [X Link](https://x.com/raymclureinvest/status/2016579560603595088) 2026-01-28T18:30Z [---] followers, [--] engagements "@InvestInTheFtr On $ses website under IR they have this on Genesis mission: https://investors.ses.ai/overview/default.aspx https://investors.ses.ai/overview/default.aspx" [X Link](https://x.com/raymclureinvest/status/2016718534353514916) 2026-01-29T03:42Z [---] followers, [---] engagements "@moxieland Ahhh I see well do share what warrants youre scalping/ have the most conviction about" [X Link](https://x.com/raymclureinvest/status/1996934707821342890) 2025-12-05T13:28Z [---] followers, [--] engagements "@moxieland $msaiw Just checked it out very interested" [X Link](https://x.com/raymclureinvest/status/1996943872459469190) 2025-12-05T14:04Z [---] followers, [--] engagements "@penandpaper525 @jakebrowatzke David check out $SES AI. Vertical material research LLM discovering novel electrolytes for drone and Robotics batteries EVs also https://www.ses.ai/mut https://www.ses.ai/mut" [X Link](https://x.com/raymclureinvest/status/2018843231333818456) 2026-02-04T00:25Z [---] followers, [--] engagements "@GrindeOptions Check out $ses ai for ESS storage systems for data centers. Also battery material discovery. https://finance.yahoo.com/news/ses-ai-accelerates-timeline-revenue-110100403.html https://finance.yahoo.com/news/ses-ai-accelerates-timeline-revenue-110100403.html" [X Link](https://x.com/raymclureinvest/status/2021418494374691089) 2026-02-11T02:58Z [---] followers, [---] engagements "@moxieland That was my logic when $ses hit mid $3s" [X Link](https://x.com/raymclureinvest/status/2019055549984211447) 2026-02-04T14:28Z [---] followers, [---] engagements "@Brandoncor7079 @osakr11 Brandon check out @perspez re: $SES AI" [X Link](https://x.com/raymclureinvest/status/2021015310493679774) 2026-02-10T00:16Z [---] followers, [---] engagements "@kingaj408 @osakr11 okay still with $QS. To each his own. I havent done a deep dive into $QS but all I know is their main partner Volkswagen amended their JV. Ill follow up about $SES after earnings" [X Link](https://x.com/raymclureinvest/status/2021980233323409434) 2026-02-12T16:10Z [---] followers, [---] engagements "@moxieland For sure is there a way to send direct message on here All good if not fine to post" [X Link](https://x.com/raymclureinvest/status/1977792636959281325) 2025-10-13T17:44Z [---] followers, [--] engagements "$SES very own Molecular Universe Agentic software. billing tied to usage becomes the most logical way to capture value $CVLT $MANH $BOX $NOW $NVDA $ONDS https://finance.yahoo.com/news/ai-is-no-business-killer-why-wall-street-is-buying-software-stocks-in-2026-150016555.html https://finance.yahoo.com/news/ai-is-no-business-killer-why-wall-street-is-buying-software-stocks-in-2026-150016555.html" [X Link](https://x.com/anyuser/status/2010115229997510847) 2026-01-10T22:23Z [---] followers, [---] engagements "@moxieland Thx. So $sldpw is now trading at 1/4 of $sldp share price That would make $sesw valued at .57c" [X Link](https://x.com/raymclureinvest/status/1986143708492804158) 2025-11-05T18:48Z [---] followers, [--] engagements "@StockSavvyShay $SES AI. Material research & discovery for robotics and drone batteries" [X Link](https://x.com/raymclureinvest/status/2018498309959082141) 2026-02-03T01:34Z [---] followers, [---] engagements "@osakr11 @kingaj408 Oscar you win the round Look at $QS after earnings tonight. Better to go with a company with a better balance sheet and already well into multiple revenue streams : $SES AI" [X Link](https://x.com/raymclureinvest/status/2021730436368457775) 2026-02-11T23:37Z [---] followers, [---] engagements "@kingaj408 @osakr11 *stick with $QS" [X Link](https://x.com/raymclureinvest/status/2021981043050602800) 2026-02-12T16:13Z [---] followers, [---] engagements "@kingaj408 @osakr11 Respectfully as a $QS shareholder you should be telling me about it" [X Link](https://x.com/raymclureinvest/status/2021990851157880920) 2026-02-12T16:52Z [---] followers, [---] engagements "@TradingThomas3 Nasty work $spx" [X Link](https://x.com/raymclureinvest/status/2022105115906470034) 2026-02-13T00:26Z [---] followers, [---] engagements "$SES $ONDS https://t.co/TXQ8rPKwhz https://t.co/TXQ8rPKwhz" [X Link](https://x.com/anyuser/status/2014377541599952976) 2026-01-22T16:40Z [---] followers, [---] engagements "The Drone Economy Is Already Bigger Than the Gold Boom of [----] I hope you understand this isnt hyperbole. The Drone Economy is not something thats coming. Its already here. And measured correctly it has already surpassed the Gold Boom of [----]. The Gold Rush http://x.com/i/article/2013791146040823808 http://x.com/i/article/2013791146040823808" [X Link](https://x.com/anyuser/status/2014054141509747089) 2026-01-21T19:15Z [----] followers, 48.6K engagements "$SES $ONDS dont get left behind $SES getting mainstream validation: https://t.co/tbQm01esF4 Financial Times (#techAsia) highlights SES AI expanding NDAA-compliant drone/UAM battery capacity in South Korea ahead of the Oct [----] Pentagon ban on China-made batteries. CEO says Korea is 2x cost vs China but $SES getting mainstream validation: https://t.co/tbQm01esF4 Financial Times (#techAsia) highlights SES AI expanding NDAA-compliant drone/UAM battery capacity in South Korea ahead of the Oct [----] Pentagon ban on China-made batteries. CEO says Korea is 2x cost vs China but" [X Link](https://x.com/anyuser/status/2014351629261095132) 2026-01-22T14:57Z [---] followers, [---] engagements "$SES getting mainstream validation: Financial Times (#techAsia) highlights SES AI expanding NDAA-compliant drone/UAM battery capacity in South Korea ahead of the Oct [----] Pentagon ban on China-made batteries. CEO says Korea is 2x cost vs China but demand for compliant supply is rising and Korea output could be half of sales this year. Supply chain + policy tailwind = real pull-through. 👀🔋 https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281 https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281" [X Link](https://x.com/anyuser/status/2014301020491313416) 2026-01-22T11:36Z [----] followers, [----] engagements "$SES $AMPX featured in financial Times. Drone battery pipeline -approval by Pentagon. NDAA compliance. U.S. Defense $ONDS https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281 https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281" [X Link](https://x.com/anyuser/status/2014306243641303056) 2026-01-22T11:56Z [---] followers, [----] engagements "Global power usage by data centers is expected to grow from a current level of around [--] gigawatts to [--] gigawatts only the next two years according to research from Goldman Sachs. https://finance.yahoo.com/news/ai-power-and-infrastructure-needs-boomed-in-2025-at-davos-the-ai-story-for-2026-remains-the-same-100005093.html https://finance.yahoo.com/news/ai-power-and-infrastructure-needs-boomed-in-2025-at-davos-the-ai-story-for-2026-remains-the-same-100005093.html" [X Link](https://x.com/anyuser/status/2014283159404212447) 2026-01-22T10:25Z [---] followers, [--] engagements "$NVDA https://finance.yahoo.com/news/nvidia-ceo-jensen-huang-trillions-of-dollars-of-ai-infrastructure-needs-to-be-built-144212721.html https://finance.yahoo.com/news/nvidia-ceo-jensen-huang-trillions-of-dollars-of-ai-infrastructure-needs-to-be-built-144212721.html" [X Link](https://x.com/anyuser/status/2014001610846834821) 2026-01-21T15:46Z [---] followers, [--] engagements "$SES just getting started $SES from the list is up 12%. Seems to be breaking out🚀 $SES from the list is up 12%. Seems to be breaking out🚀" [X Link](https://x.com/anyuser/status/2013988952282157115) 2026-01-21T14:55Z [---] followers, [---] engagements "$SES from the list is up 12%. Seems to be breaking out🚀" [X Link](https://x.com/anyuser/status/2013988763542720518) 2026-01-21T14:55Z [----] followers, [----] engagements "Drone batteries with exposure to U.S. military contracts. NDAA compliant. Contracts already in $SES pipeline being announced early March [--] $AMPX $SES Drone batteries $AMPX $SES Drone batteries" [X Link](https://x.com/anyuser/status/2013647815751225407) 2026-01-20T16:20Z [---] followers, [---] engagements "$AMPX $SES Drone batteries" [X Link](https://x.com/anyuser/status/2013636601717350535) 2026-01-20T15:35Z 44.7K followers, [----] engagements "$SES AIs Drone contracts will be detailed during ER call first week of March [--] Supply high energy and power density and NDAA-compliant Li-Metal and Li-ion cells for drone robotics https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications" [X Link](https://x.com/anyuser/status/2013023473279373520) 2026-01-18T22:59Z [---] followers, [---] engagements "$SES AI - Expansion of existing capacity from 300K cells/year to 1M cells/year expected in second half of [----] Additional capacity available for non-US of 10M cells/year through contract manufacturing" [X Link](https://x.com/anyuser/status/2013023601331462418) 2026-01-18T23:00Z [---] followers, [---] engagements "$SES vertical research LLM Molecular Universe was compared to other LLMs such as Periodic Tables SandboxAQ $sanqzzx and DP Tech Valuations ranging from $1bn-$5bn. Lots more discussed at Needham Conference this morning. Drone batteries $ONDS" [X Link](https://x.com/anyuser/status/2012204314211549667) 2026-01-16T16:44Z [---] followers, [---] engagements "Molecular Universe https://www.tipranks.com/news/company-announcements/ses-ai-highlights-ai-driven-battery-strategy-at-conference https://www.tipranks.com/news/company-announcements/ses-ai-highlights-ai-driven-battery-strategy-at-conference" [X Link](https://x.com/anyuser/status/2012204444104962462) 2026-01-16T16:44Z [---] followers, [--] engagements "$SES AI. More color on U.S. defense / NDAA drone contracts this morning at Needham Conference $ONDS https://www.reddit.com/r/SESAI/s/CrtqC6LdiZ $SES 🤏🏻 and we have not got to @NASA event yet https://www.reddit.com/r/SESAI/s/CrtqC6LdiZ $SES 🤏🏻 and we have not got to @NASA event yet" [X Link](https://x.com/anyuser/status/2012178081809633521) 2026-01-16T15:00Z [---] followers, [----] engagements "$SES 🤏🏻 and we have not got to @NASA event yet $SES upcoming catalysts: 28th Annual Needham Growth Conference Date: January [--] [----] Dr. Qichao Hu Founder and CEO will make a presentation on SES AIs latest developments in Drone Battery ESS (Energy Storage Systems) NASA Aerospace Battery Workshop Date: January 20-22 $SES upcoming catalysts: 28th Annual Needham Growth Conference Date: January [--] [----] Dr. Qichao Hu Founder and CEO will make a presentation on SES AIs latest developments in Drone Battery ESS (Energy Storage Systems) NASA Aerospace Battery Workshop Date: January 20-22" [X Link](https://x.com/anyuser/status/2012175397132161116) 2026-01-16T14:49Z 44.7K followers, [----] engagements "$NVDA Agentic research lab partnership with big pharma. $LLY. Vertical LLM targeting a specific area of science. Models trained on expertise and data not available in public domain https://www.benzinga.com/news/health-care/26/01/49878991/nvidia-eli-lilly-launch-1-billion-ai-lab-to-build-meds https://www.benzinga.com/news/health-care/26/01/49878991/nvidia-eli-lilly-launch-1-billion-ai-lab-to-build-meds" [X Link](https://x.com/anyuser/status/2011116495145771046) 2026-01-13T16:41Z [---] followers, [---] engagements "$ses had two contracts for drone batteries being announced soon. $SES Battery facility and supply chain is capable of NDAA compliant drone batteries - $ONDS $SES AI GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed or https://t.co/Ml7ZEMf9Eu GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these" [X Link](https://x.com/anyuser/status/2010737492899827859) 2026-01-12T15:35Z [---] followers, [---] engagements "GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed or hacked $AVAV is the primary U.S. military drone prime operating large long-endurance ISR & strike platforms embedded across DoD programs $KTOS designs attritable unmanned systems built for scale where loss tolerance & cost matter more than perfection $RCAT sells short-range tactical drones used by military units police &" [X Link](https://x.com/anyuser/status/2010691962190331918) 2026-01-12T12:34Z 348K followers, 203.5K engagements "$SES has its own AI agentic research lab - molecular universe and a partnership with $NVDA. Domain specific enterprise software. Proprietary data $LLY $NVDA $LLY -NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB $NVDA $LLY -NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB" [X Link](https://x.com/anyuser/status/2010736772196798735) 2026-01-12T15:32Z [---] followers, [---] engagements "$NVDA $LLY -NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB" [X Link](https://x.com/anyuser/status/2010728755426472021) 2026-01-12T15:01Z 1.2M followers, 49.4K engagements "$SES very own Molecular Universe Agentic software. billing tied to usage becomes the most logical way to capture value $CVLT $MANH $BOX $NOW $NVDA $ONDS https://finance.yahoo.com/news/ai-is-no-business-killer-why-wall-street-is-buying-software-stocks-in-2026-150016555.html https://finance.yahoo.com/news/ai-is-no-business-killer-why-wall-street-is-buying-software-stocks-in-2026-150016555.html" [X Link](https://x.com/anyuser/status/2010115229997510847) 2026-01-10T22:23Z [---] followers, [---] engagements "$ses achieving profitability this year with software revenue energy storage revenue and drone battery contracts being announced. No debt clean balance sheet with substantial positive cash flow The @WSJ recently reached out to several venture capitalists to get their hot takes on the future of AI in [----]. Though sentiment leans toward optimism many warn that [----] will be the do-or-die year with many AI startups expected to be weeded out of the industry. The @WSJ recently reached out to several venture capitalists to get their hot takes on the future of AI in [----]. Though sentiment leans toward" [X Link](https://x.com/anyuser/status/2008632381394067572) 2026-01-06T20:10Z [---] followers, [---] engagements "The @WSJ recently reached out to several venture capitalists to get their hot takes on the future of AI in [----]. Though sentiment leans toward optimism many warn that [----] will be the do-or-die year with many AI startups expected to be weeded out of the industry" [X Link](https://x.com/anyuser/status/2008352121058427159) 2026-01-06T01:37Z [----] followers, [---] engagements "$uber $nvda $ses. AI chip beneficiaries up and down the stack https://nvidianews.nvidia.com/news/alpamayo-autonomous-vehicle-development https://nvidianews.nvidia.com/news/alpamayo-autonomous-vehicle-development" [X Link](https://x.com/anyuser/status/2008563132571210037) 2026-01-06T15:35Z [---] followers, [---] engagements "Discussion on the next phase of the AI boom thats under the radar: Agentic AI enterprise software thats proprietary which describes $ses" [X Link](https://x.com/anyuser/status/2008540962642162073) 2026-01-06T14:07Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@raymclureinvest Ray Mclure
Ray Mclure posts on X about $ses, ai, ndaa, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +1,518%
- [--] Month [------] +118%
Mentions: [--] #
- [--] Month [--] -62%
Followers: [---] #
- [--] Week [---] +8.40%
- [--] Month [---] +18%
CreatorRank: undefined #
Social Influence
Social category influence stocks technology brands finance automotive brands countries events financial services
Social topic influence $ses #16, ai, ndaa, $nvda, $onds, $sesw, agentic, llm, ceo, $lly
Top accounts mentioned or mentioned by @moxieland @osakr11 @kingaj408 @perspez @investintheftr @wsj @stocksavvyshay @nasa @wallstreetsnypa @gpupoorresearch @risenfit @dissectmarkets @420elonmusk6967 @jimbomania @mikethenavyguy @itschrisray @joshuapoddoku @yeahdrdave @5even777 @jkeynesalpha
Top assets mentioned NVIDIA Corp. (NVDA) Ondas Holdings Inc. Common Stock (ONDS) Eli Lilly and Company (LLY) QuantumScape Corporation (QS) Uber Technologies, Inc. (UBER) Commault Systems, Inc. (CVLT) BOX, INC. (BOX) Manhattan Associates, Inc. (MANH) Now Coin (NOW) Nasdaq Inc (NDAQ) SPX6900 (SPX) Goldman Sachs (GS) AeroVironment, Inc. (AVAV)
Top Social Posts
Top posts by engagements in the last [--] hours
"@moxieland My $sesw warrant orders wont fill Lolol"
X Link 2025-10-09T13:54Z [---] followers, [--] engagements
"@moxieland Yes"
X Link 2025-10-09T22:24Z [---] followers, [--] engagements
"@moxieland thx Jay How are you feeling about $sesw today"
X Link 2025-10-10T14:51Z [---] followers, [---] engagements
"@moxieland Hey nice I haven't bought warrants since the pandemic. If you look other co's in sector it feels like $sesw warrants are good to go long here. You like warrants over options feel like I need to dip my toes into options"
X Link 2025-10-10T14:59Z [---] followers, [--] engagements
"@moxieland Good morning $SESW. Feeling good"
X Link 2025-10-13T13:48Z [---] followers, [--] engagements
"@moxieland The ask this morning on $sesw was pretty shocking (good) even tho not entirely accurate"
X Link 2025-10-14T12:39Z [---] followers, [--] engagements
"@moxieland I would imagine lots of algo manipulation on warrants"
X Link 2025-10-14T12:57Z [---] followers, [--] engagements
"@moxieland Quick math could be wrong"
X Link 2025-11-05T18:49Z [---] followers, [--] engagements
"@moxieland Yup I did this calculation a month ago and $sldpw were 1/6 of $sldp share price so Im obviously pleased about my $sesw position now the the ratio is approx 1/4 for $sldpw / $sldp"
X Link 2025-11-05T19:25Z [---] followers, [--] engagements
"@moxieland $SES moving after hours. $SES earnings were 🔥"
X Link 2025-11-05T21:38Z [---] followers, [---] engagements
"$SES $NVDA https://developer.nvidia.com/blog/accelerating-the-future-of-transportation-with-ses-ais-nvidia-powered-innovation-for-electric-vehicles/ https://developer.nvidia.com/blog/accelerating-the-future-of-transportation-with-ses-ais-nvidia-powered-innovation-for-electric-vehicles/"
X Link 2025-11-11T16:11Z [---] followers, [---] engagements
"$SES featured in $NVDA s very own company ai showcase video https://youtu.be/vNhbqYtsH18 https://youtu.be/vNhbqYtsH18"
X Link 2025-11-11T16:16Z [---] followers, [---] engagements
"@perspez Looks like $ses is a bargain at these levels"
X Link 2025-11-12T17:13Z [---] followers, [---] engagements
"@jimbomania @mikethenavyguy Jimbomania you are clearly retarded"
X Link 2025-11-15T16:50Z [---] followers, [--] engagements
"$ses $nvda This small cap is featured in $nvdas new product video. Get in while you can $ndaq #ai #"
X Link 2025-11-20T15:03Z [---] followers, [---] engagements
"$nvda $ses https://finance.yahoo.com/news/nvidia-stock-soars-after-q3-earnings-forecasts-top-estimates-with-sales-for-ai-chips-off-the-charts-153409984.html https://finance.yahoo.com/news/nvidia-stock-soars-after-q3-earnings-forecasts-top-estimates-with-sales-for-ai-chips-off-the-charts-153409984.html"
X Link 2025-11-20T15:13Z [---] followers, [---] engagements
"$SES more people are discovering this gem. $SES SES AI Summary SES AI is one of the most credible Li-metal battery companies in the world with unmatched OEM relationships and strong IP. The main risk is the typical battery-scale-up valley of death between A-samples and commercial lines but if SES crosses it the $SES SES AI Summary SES AI is one of the most credible Li-metal battery companies in the world with unmatched OEM relationships and strong IP. The main risk is the typical battery-scale-up valley of death between A-samples and commercial lines but if SES crosses it the"
X Link 2025-11-20T15:21Z [---] followers, [---] engagements
"$ses notes on $SES AI *before Nov [--] earnings call"
X Link 2025-11-20T15:23Z [---] followers, [---] engagements
"@moxieland $sesw got raked this week haha"
X Link 2025-11-22T22:28Z [---] followers, [--] engagements
"@moxieland For sure small caps I think got hit hard across the board. Im thinking $ses is profitable early [----] and some good news out soon. Glad youre still holding I thought that drop was because you unloaded 😂"
X Link 2025-11-22T23:08Z [---] followers, [---] engagements
"@InvestInTheFtr This video got me to increase my $ses position this summer"
X Link 2025-11-28T18:57Z [---] followers, [---] engagements
"@moxieland 37c this morning They should be at 60c minimum imo $sesw $ses"
X Link 2025-12-04T19:50Z [---] followers, [---] engagements
"$sesw $ses @moxieland whats brewing"
X Link 2025-12-08T14:58Z [---] followers, [---] engagements
"$ses The goal is to build a robust secure and cost-efficient battery supply chain that supports compliance with applicable NDAA country-of-origin and supply chain requirements for SES AIs drone customers. https://www.morningstar.com/news/business-wire/20251218562994/ses-ai-and-top-material-announce-plans-to-boost-cell-manufacturing-capacity-in-korea-for-drone-applications https://www.morningstar.com/news/business-wire/20251218562994/ses-ai-and-top-material-announce-plans-to-boost-cell-manufacturing-capacity-in-korea-for-drone-applications"
X Link 2025-12-18T13:58Z [---] followers, [---] engagements
"$ses looking forward to Q1 [----]. Transformational year for $SES AI $SES New Korea scale-up: partnering w/ Top Material to boost Chungju cell manufacturing for drones/UAM + build an NDAA-compliant supply chain (defense/procurement-ready). Definitive agreement targeted Q126. 🛩🔋 https://t.co/ViwC44hzP1 https://t.co/1tmdh2LEnp $SES New Korea scale-up: partnering w/ Top Material to boost Chungju cell manufacturing for drones/UAM + build an NDAA-compliant supply chain (defense/procurement-ready). Definitive agreement targeted Q126. 🛩🔋 https://t.co/ViwC44hzP1 https://t.co/1tmdh2LEnp"
X Link 2025-12-18T17:04Z [---] followers, [---] engagements
"$ses very visible this month in sector Vertical material science LLM ✔ Drone Battery partnerships ✔ Data centre energy storage ESS✔ $nvda partner✔ B sample - C sample battery development with Hyundai ✔ $SES January [----] setup 👀 SES AI just dropped its Jan [----] event calendar and it quietly says a lot. CES meetings (drones / robotics / edge AI) CTO at Gordon Research Conf AI-driven electrolyte discovery Needham (Jan 16): CEO presenting Drone + ESS + Materials https://t.co/S0QsWYcUFV $SES January [----] setup 👀 SES AI just dropped its Jan [----] event calendar and it quietly says a lot. CES"
X Link 2026-01-05T19:16Z [---] followers, [---] engagements
"Discussion on the next phase of the AI boom thats under the radar: Agentic AI enterprise software thats proprietary which describes $ses"
X Link 2026-01-06T14:07Z [---] followers, [---] engagements
"This directly applies to $SES Al's 'Molecular Universe'- private LLM and the protective moat around their IP. Most of these new software co's are private vs SES '"
X Link 2026-01-06T14:09Z [---] followers, [---] engagements
"@itschrisray $ses ai"
X Link 2026-01-06T14:38Z [---] followers, [---] engagements
"$uber $nvda $ses. AI chip beneficiaries up and down the stack https://nvidianews.nvidia.com/news/alpamayo-autonomous-vehicle-development https://nvidianews.nvidia.com/news/alpamayo-autonomous-vehicle-development"
X Link 2026-01-06T15:35Z [---] followers, [---] engagements
"@JoshuaPoddoku When they detail the JV which prioritizes the use of $SES s Molecular Universe the market will see this as a cutting edge software company and an Energy solutions company for data centers with their ESS acquisition of UZ energy"
X Link 2026-01-06T18:08Z [---] followers, [---] engagements
"$ses achieving profitability this year with software revenue energy storage revenue and drone battery contracts being announced. No debt clean balance sheet with substantial positive cash flow The @WSJ recently reached out to several venture capitalists to get their hot takes on the future of AI in [----]. Though sentiment leans toward optimism many warn that [----] will be the do-or-die year with many AI startups expected to be weeded out of the industry. The @WSJ recently reached out to several venture capitalists to get their hot takes on the future of AI in [----]. Though sentiment leans toward"
X Link 2026-01-06T20:10Z [---] followers, [---] engagements
"@moxieland $sesw $ses warrants are a gift at these levels"
X Link 2026-01-07T14:33Z [---] followers, [---] engagements
"@YeahDrDave $ses ai"
X Link 2026-01-08T04:26Z [---] followers, [---] engagements
"@5even777 @JKeynesAlpha @CyberHorizons00 @LimitingThe @UndecidedMF $ses is no scam March [--] earnings will be inflection point. Shorts will scramble"
X Link 2026-01-09T00:13Z [---] followers, [---] engagements
"@gpupoorresearch $ses https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications"
X Link 2026-01-09T15:34Z [---] followers, [---] engagements
"@gpupoorresearch $ses also has agentic ai software - Molecular Universe"
X Link 2026-01-09T15:35Z [---] followers, [---] engagements
"$SES has its own AI agentic research lab - molecular universe and a partnership with $NVDA. Domain specific enterprise software. Proprietary data $LLY $NVDA $LLY -NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB $NVDA $LLY -NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB"
X Link 2026-01-12T15:32Z [---] followers, [---] engagements
"$ses had two contracts for drone batteries being announced soon. $SES Battery facility and supply chain is capable of NDAA compliant drone batteries - $ONDS $SES AI GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed or https://t.co/Ml7ZEMf9Eu GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these"
X Link 2026-01-12T15:35Z [---] followers, [---] engagements
"@StockSavvyShay $SES AI - drone batteries. NDAA compliant supply chain also. https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications"
X Link 2026-01-13T13:26Z [---] followers, [---] engagements
"@risenfit $SES AI - drone batteries. U.S. defence/ NDAA compliant. Drone contracts will be announced in March https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications"
X Link 2026-01-13T16:37Z [---] followers, [---] engagements
"$NVDA Agentic research lab partnership with big pharma. $LLY. Vertical LLM targeting a specific area of science. Models trained on expertise and data not available in public domain https://www.benzinga.com/news/health-care/26/01/49878991/nvidia-eli-lilly-launch-1-billion-ai-lab-to-build-meds https://www.benzinga.com/news/health-care/26/01/49878991/nvidia-eli-lilly-launch-1-billion-ai-lab-to-build-meds"
X Link 2026-01-13T16:41Z [---] followers, [---] engagements
"@risenfit No problem. Helpful diagram showing how $SES AI fits into the space"
X Link 2026-01-13T16:48Z [---] followers, [---] engagements
"@pepemoonboy $SES AI https://www.reddit.com/r/SESAI/s/wX9W2GKHge https://www.reddit.com/r/SESAI/s/wX9W2GKHge"
X Link 2026-01-14T01:51Z [---] followers, [---] engagements
"@SRxTrades Drone / defense robotics battery play $SES AI seen in diagram here. NDAA/ U.S. defense compliant"
X Link 2026-01-15T04:12Z [---] followers, [----] engagements
"@AthleteInvests Nicely done $ses"
X Link 2026-01-16T14:49Z [---] followers, [---] engagements
"$SES AI. More color on U.S. defense / NDAA drone contracts this morning at Needham Conference $ONDS https://www.reddit.com/r/SESAI/s/CrtqC6LdiZ $SES 🤏🏻 and we have not got to @NASA event yet https://www.reddit.com/r/SESAI/s/CrtqC6LdiZ $SES 🤏🏻 and we have not got to @NASA event yet"
X Link 2026-01-16T15:00Z [---] followers, [----] engagements
"$SES vertical research LLM Molecular Universe was compared to other LLMs such as Periodic Tables SandboxAQ $sanqzzx and DP Tech Valuations ranging from $1bn-$5bn. Lots more discussed at Needham Conference this morning. Drone batteries $ONDS"
X Link 2026-01-16T16:44Z [---] followers, [---] engagements
"@moxieland Better volume in $sesw $ses. News release should send this"
X Link 2026-01-16T20:45Z [---] followers, [---] engagements
"@DVLT146025 $ses is also firmly in the energy storage business addressing the data center market. Bigger market than drones https://www.investing.com/news/company-news/ses-ai-to-acquire-uz-energy-for-255-million-in-ess-expansion-93CH-4154926 https://www.investing.com/news/company-news/ses-ai-to-acquire-uz-energy-for-255-million-in-ess-expansion-93CH-4154926"
X Link 2026-01-17T15:41Z [---] followers, [---] engagements
"@Stephanie_Link $SES AI. Energy storage systems for data centers - https://investors.ses.ai/news/news-details/2025/SES-AI-Accelerates-Timeline-for-Revenue-Growth-and-Profitability-with-Acquisition-of-an-Energy-Storage-System-Producer-UZ-Energy/default.aspx https://investors.ses.ai/news/news-details/2025/SES-AI-Accelerates-Timeline-for-Revenue-Growth-and-Profitability-with-Acquisition-of-an-Energy-Storage-System-Producer-UZ-Energy/default.aspx"
X Link 2026-01-17T21:59Z [---] followers, [---] engagements
"@MikePLTR Drone / defense robotics battery play $SES AI seen in diagram here. NDAA/ U.S. defense compliant"
X Link 2026-01-17T22:29Z [---] followers, [----] engagements
"$SES AIs Drone contracts will be detailed during ER call first week of March [--] Supply high energy and power density and NDAA-compliant Li-Metal and Li-ion cells for drone robotics https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications"
X Link 2026-01-18T22:59Z [---] followers, [---] engagements
"$SES AI - Expansion of existing capacity from 300K cells/year to 1M cells/year expected in second half of [----] Additional capacity available for non-US of 10M cells/year through contract manufacturing"
X Link 2026-01-18T23:00Z [---] followers, [---] engagements
"@asym_investor $SES AI Drone batteries with NDAA U.S. defence exposure. Same space as $ONDS. https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications"
X Link 2026-01-21T20:21Z [---] followers, [---] engagements
"@osakr11 $ses has their own agentic research software Molecular universe. Its their own in house vertical LLM. Material discovery mapping out undiscovered molecular patents. Just think about that"
X Link 2026-01-22T01:31Z [---] followers, [---] engagements
"@moxieland You what Beat me to it"
X Link 2026-01-22T12:32Z [---] followers, [--] engagements
"@InvestInTheFtr @osakr11 We will meet in Valhalla $SES. Should have same amount of shares as you @InvestInTheFtr by months end"
X Link 2026-01-22T20:03Z [---] followers, [--] engagements
"@osakr11 @InvestInTheFtr $SES investors are just built different"
X Link 2026-01-22T20:05Z [---] followers, [---] engagements
"@WallStreetSnypa $SES loved your last video on them"
X Link 2026-01-23T01:17Z [---] followers, [---] engagements
"@V0lCrushed @dissectmarkets *March 3rd [----] is estimated earnings call. CEO said drone contracts detailed and release during next ER $SES"
X Link 2026-01-23T03:09Z [---] followers, [---] engagements
"@StockSavvyShay Drone / defense robotics battery play $SES AI seen in diagram here. NDAA/ U.S. defense compliant"
X Link 2026-01-18T12:58Z [---] followers, [----] engagements
"@dissectmarkets I agree. Short term March [--] $SES will be providing more color on U.S. defense NDAA contracts Supply high energy and power density and NDAA-compliant Li-Metal and Li-ion cells for drones robotics.Expansion from 300K cells/year to 1M cells/year expected in H2 2026"
X Link 2026-01-19T20:18Z [---] followers, [---] engagements
"Drone batteries with exposure to U.S. military contracts. NDAA compliant. Contracts already in $SES pipeline being announced early March [--] $AMPX $SES Drone batteries $AMPX $SES Drone batteries"
X Link 2026-01-20T16:20Z [---] followers, [---] engagements
"$SES $AMPX featured in financial Times. Drone battery pipeline -approval by Pentagon. NDAA compliance. U.S. Defense $ONDS https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281 https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281"
X Link 2026-01-22T11:56Z [---] followers, [----] engagements
"@WallStreetSnypa @420elonmusk6967 Any chance you do a TA soon on $SES Earnings soon"
X Link 2026-01-27T16:21Z [---] followers, [--] engagements
"@WallStreetSnypa @420elonmusk6967 Amazing Thx Flaco"
X Link 2026-01-27T16:34Z [---] followers, [--] engagements
"@osakr11 @perspez $ses minimum 3x revenue ramp 2026"
X Link 2026-01-28T18:30Z [---] followers, [--] engagements
"@InvestInTheFtr On $ses website under IR they have this on Genesis mission: https://investors.ses.ai/overview/default.aspx https://investors.ses.ai/overview/default.aspx"
X Link 2026-01-29T03:42Z [---] followers, [---] engagements
"@moxieland Ahhh I see well do share what warrants youre scalping/ have the most conviction about"
X Link 2025-12-05T13:28Z [---] followers, [--] engagements
"@moxieland $msaiw Just checked it out very interested"
X Link 2025-12-05T14:04Z [---] followers, [--] engagements
"@penandpaper525 @jakebrowatzke David check out $SES AI. Vertical material research LLM discovering novel electrolytes for drone and Robotics batteries EVs also https://www.ses.ai/mut https://www.ses.ai/mut"
X Link 2026-02-04T00:25Z [---] followers, [--] engagements
"@GrindeOptions Check out $ses ai for ESS storage systems for data centers. Also battery material discovery. https://finance.yahoo.com/news/ses-ai-accelerates-timeline-revenue-110100403.html https://finance.yahoo.com/news/ses-ai-accelerates-timeline-revenue-110100403.html"
X Link 2026-02-11T02:58Z [---] followers, [---] engagements
"@moxieland That was my logic when $ses hit mid $3s"
X Link 2026-02-04T14:28Z [---] followers, [---] engagements
"@Brandoncor7079 @osakr11 Brandon check out @perspez re: $SES AI"
X Link 2026-02-10T00:16Z [---] followers, [---] engagements
"@kingaj408 @osakr11 okay still with $QS. To each his own. I havent done a deep dive into $QS but all I know is their main partner Volkswagen amended their JV. Ill follow up about $SES after earnings"
X Link 2026-02-12T16:10Z [---] followers, [---] engagements
"@moxieland For sure is there a way to send direct message on here All good if not fine to post"
X Link 2025-10-13T17:44Z [---] followers, [--] engagements
"$SES very own Molecular Universe Agentic software. billing tied to usage becomes the most logical way to capture value $CVLT $MANH $BOX $NOW $NVDA $ONDS https://finance.yahoo.com/news/ai-is-no-business-killer-why-wall-street-is-buying-software-stocks-in-2026-150016555.html https://finance.yahoo.com/news/ai-is-no-business-killer-why-wall-street-is-buying-software-stocks-in-2026-150016555.html"
X Link 2026-01-10T22:23Z [---] followers, [---] engagements
"@moxieland Thx. So $sldpw is now trading at 1/4 of $sldp share price That would make $sesw valued at .57c"
X Link 2025-11-05T18:48Z [---] followers, [--] engagements
"@StockSavvyShay $SES AI. Material research & discovery for robotics and drone batteries"
X Link 2026-02-03T01:34Z [---] followers, [---] engagements
"@osakr11 @kingaj408 Oscar you win the round Look at $QS after earnings tonight. Better to go with a company with a better balance sheet and already well into multiple revenue streams : $SES AI"
X Link 2026-02-11T23:37Z [---] followers, [---] engagements
"@kingaj408 @osakr11 *stick with $QS"
X Link 2026-02-12T16:13Z [---] followers, [---] engagements
"@kingaj408 @osakr11 Respectfully as a $QS shareholder you should be telling me about it"
X Link 2026-02-12T16:52Z [---] followers, [---] engagements
"@TradingThomas3 Nasty work $spx"
X Link 2026-02-13T00:26Z [---] followers, [---] engagements
"$SES $ONDS https://t.co/TXQ8rPKwhz https://t.co/TXQ8rPKwhz"
X Link 2026-01-22T16:40Z [---] followers, [---] engagements
"The Drone Economy Is Already Bigger Than the Gold Boom of [----] I hope you understand this isnt hyperbole. The Drone Economy is not something thats coming. Its already here. And measured correctly it has already surpassed the Gold Boom of [----]. The Gold Rush http://x.com/i/article/2013791146040823808 http://x.com/i/article/2013791146040823808"
X Link 2026-01-21T19:15Z [----] followers, 48.6K engagements
"$SES $ONDS dont get left behind $SES getting mainstream validation: https://t.co/tbQm01esF4 Financial Times (#techAsia) highlights SES AI expanding NDAA-compliant drone/UAM battery capacity in South Korea ahead of the Oct [----] Pentagon ban on China-made batteries. CEO says Korea is 2x cost vs China but $SES getting mainstream validation: https://t.co/tbQm01esF4 Financial Times (#techAsia) highlights SES AI expanding NDAA-compliant drone/UAM battery capacity in South Korea ahead of the Oct [----] Pentagon ban on China-made batteries. CEO says Korea is 2x cost vs China but"
X Link 2026-01-22T14:57Z [---] followers, [---] engagements
"$SES getting mainstream validation: Financial Times (#techAsia) highlights SES AI expanding NDAA-compliant drone/UAM battery capacity in South Korea ahead of the Oct [----] Pentagon ban on China-made batteries. CEO says Korea is 2x cost vs China but demand for compliant supply is rising and Korea output could be half of sales this year. Supply chain + policy tailwind = real pull-through. 👀🔋 https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281 https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281"
X Link 2026-01-22T11:36Z [----] followers, [----] engagements
"$SES $AMPX featured in financial Times. Drone battery pipeline -approval by Pentagon. NDAA compliance. U.S. Defense $ONDS https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281 https://www.ft.com/content/ee710a36-00c4-4635-9c14-5d438e4e2281"
X Link 2026-01-22T11:56Z [---] followers, [----] engagements
"Global power usage by data centers is expected to grow from a current level of around [--] gigawatts to [--] gigawatts only the next two years according to research from Goldman Sachs. https://finance.yahoo.com/news/ai-power-and-infrastructure-needs-boomed-in-2025-at-davos-the-ai-story-for-2026-remains-the-same-100005093.html https://finance.yahoo.com/news/ai-power-and-infrastructure-needs-boomed-in-2025-at-davos-the-ai-story-for-2026-remains-the-same-100005093.html"
X Link 2026-01-22T10:25Z [---] followers, [--] engagements
"$NVDA https://finance.yahoo.com/news/nvidia-ceo-jensen-huang-trillions-of-dollars-of-ai-infrastructure-needs-to-be-built-144212721.html https://finance.yahoo.com/news/nvidia-ceo-jensen-huang-trillions-of-dollars-of-ai-infrastructure-needs-to-be-built-144212721.html"
X Link 2026-01-21T15:46Z [---] followers, [--] engagements
"$SES just getting started $SES from the list is up 12%. Seems to be breaking out🚀 $SES from the list is up 12%. Seems to be breaking out🚀"
X Link 2026-01-21T14:55Z [---] followers, [---] engagements
"$SES from the list is up 12%. Seems to be breaking out🚀"
X Link 2026-01-21T14:55Z [----] followers, [----] engagements
"Drone batteries with exposure to U.S. military contracts. NDAA compliant. Contracts already in $SES pipeline being announced early March [--] $AMPX $SES Drone batteries $AMPX $SES Drone batteries"
X Link 2026-01-20T16:20Z [---] followers, [---] engagements
"$AMPX $SES Drone batteries"
X Link 2026-01-20T15:35Z 44.7K followers, [----] engagements
"$SES AIs Drone contracts will be detailed during ER call first week of March [--] Supply high energy and power density and NDAA-compliant Li-Metal and Li-ion cells for drone robotics https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications https://www.businesswire.com/news/home/20251218562994/en/SES-AI-and-Top-Material-Announce-Plans-to-Boost-Cell-Manufacturing-Capacity-in-Korea-for-Drone-Applications"
X Link 2026-01-18T22:59Z [---] followers, [---] engagements
"$SES AI - Expansion of existing capacity from 300K cells/year to 1M cells/year expected in second half of [----] Additional capacity available for non-US of 10M cells/year through contract manufacturing"
X Link 2026-01-18T23:00Z [---] followers, [---] engagements
"$SES vertical research LLM Molecular Universe was compared to other LLMs such as Periodic Tables SandboxAQ $sanqzzx and DP Tech Valuations ranging from $1bn-$5bn. Lots more discussed at Needham Conference this morning. Drone batteries $ONDS"
X Link 2026-01-16T16:44Z [---] followers, [---] engagements
"Molecular Universe https://www.tipranks.com/news/company-announcements/ses-ai-highlights-ai-driven-battery-strategy-at-conference https://www.tipranks.com/news/company-announcements/ses-ai-highlights-ai-driven-battery-strategy-at-conference"
X Link 2026-01-16T16:44Z [---] followers, [--] engagements
"$SES AI. More color on U.S. defense / NDAA drone contracts this morning at Needham Conference $ONDS https://www.reddit.com/r/SESAI/s/CrtqC6LdiZ $SES 🤏🏻 and we have not got to @NASA event yet https://www.reddit.com/r/SESAI/s/CrtqC6LdiZ $SES 🤏🏻 and we have not got to @NASA event yet"
X Link 2026-01-16T15:00Z [---] followers, [----] engagements
"$SES 🤏🏻 and we have not got to @NASA event yet $SES upcoming catalysts: 28th Annual Needham Growth Conference Date: January [--] [----] Dr. Qichao Hu Founder and CEO will make a presentation on SES AIs latest developments in Drone Battery ESS (Energy Storage Systems) NASA Aerospace Battery Workshop Date: January 20-22 $SES upcoming catalysts: 28th Annual Needham Growth Conference Date: January [--] [----] Dr. Qichao Hu Founder and CEO will make a presentation on SES AIs latest developments in Drone Battery ESS (Energy Storage Systems) NASA Aerospace Battery Workshop Date: January 20-22"
X Link 2026-01-16T14:49Z 44.7K followers, [----] engagements
"$NVDA Agentic research lab partnership with big pharma. $LLY. Vertical LLM targeting a specific area of science. Models trained on expertise and data not available in public domain https://www.benzinga.com/news/health-care/26/01/49878991/nvidia-eli-lilly-launch-1-billion-ai-lab-to-build-meds https://www.benzinga.com/news/health-care/26/01/49878991/nvidia-eli-lilly-launch-1-billion-ai-lab-to-build-meds"
X Link 2026-01-13T16:41Z [---] followers, [---] engagements
"$ses had two contracts for drone batteries being announced soon. $SES Battery facility and supply chain is capable of NDAA compliant drone batteries - $ONDS $SES AI GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed or https://t.co/Ml7ZEMf9Eu GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these"
X Link 2026-01-12T15:35Z [---] followers, [---] engagements
"GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed or hacked $AVAV is the primary U.S. military drone prime operating large long-endurance ISR & strike platforms embedded across DoD programs $KTOS designs attritable unmanned systems built for scale where loss tolerance & cost matter more than perfection $RCAT sells short-range tactical drones used by military units police &"
X Link 2026-01-12T12:34Z 348K followers, 203.5K engagements
"$SES has its own AI agentic research lab - molecular universe and a partnership with $NVDA. Domain specific enterprise software. Proprietary data $LLY $NVDA $LLY -NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB $NVDA $LLY -NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB"
X Link 2026-01-12T15:32Z [---] followers, [---] engagements
"$NVDA $LLY -NVIDIA CORP - AND LILLY TO INVEST $1 BLN IN AI LAB"
X Link 2026-01-12T15:01Z 1.2M followers, 49.4K engagements
"$SES very own Molecular Universe Agentic software. billing tied to usage becomes the most logical way to capture value $CVLT $MANH $BOX $NOW $NVDA $ONDS https://finance.yahoo.com/news/ai-is-no-business-killer-why-wall-street-is-buying-software-stocks-in-2026-150016555.html https://finance.yahoo.com/news/ai-is-no-business-killer-why-wall-street-is-buying-software-stocks-in-2026-150016555.html"
X Link 2026-01-10T22:23Z [---] followers, [---] engagements
"$ses achieving profitability this year with software revenue energy storage revenue and drone battery contracts being announced. No debt clean balance sheet with substantial positive cash flow The @WSJ recently reached out to several venture capitalists to get their hot takes on the future of AI in [----]. Though sentiment leans toward optimism many warn that [----] will be the do-or-die year with many AI startups expected to be weeded out of the industry. The @WSJ recently reached out to several venture capitalists to get their hot takes on the future of AI in [----]. Though sentiment leans toward"
X Link 2026-01-06T20:10Z [---] followers, [---] engagements
"The @WSJ recently reached out to several venture capitalists to get their hot takes on the future of AI in [----]. Though sentiment leans toward optimism many warn that [----] will be the do-or-die year with many AI startups expected to be weeded out of the industry"
X Link 2026-01-06T01:37Z [----] followers, [---] engagements
"$uber $nvda $ses. AI chip beneficiaries up and down the stack https://nvidianews.nvidia.com/news/alpamayo-autonomous-vehicle-development https://nvidianews.nvidia.com/news/alpamayo-autonomous-vehicle-development"
X Link 2026-01-06T15:35Z [---] followers, [---] engagements
"Discussion on the next phase of the AI boom thats under the radar: Agentic AI enterprise software thats proprietary which describes $ses"
X Link 2026-01-06T14:07Z [---] followers, [---] engagements
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