#  @risktaker6666 therisktaker therisktaker posts on X about ai, $skyt, inflation, $lpth the most. They currently have [---] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1732729499987406848/interactions)  - [--] Week [-----] +231% - [--] Month [------] +1,210% - [--] Months [------] +54,291% ### Mentions: [--] [#](/creator/twitter::1732729499987406848/posts_active)  - [--] Month [--] -17% - [--] Months [--] +2,200% ### Followers: [---] [#](/creator/twitter::1732729499987406848/followers)  - [--] Week [---] +6% - [--] Month [---] +89% - [--] Months [---] +550% ### CreatorRank: [---------] [#](/creator/twitter::1732729499987406848/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) **Social topic influence** [ai](/topic/ai), [$skyt](/topic/$skyt), [inflation](/topic/inflation), [$lpth](/topic/$lpth), [$shmd](/topic/$shmd), [level](/topic/level), [$rdw](/topic/$rdw), [in the](/topic/in-the), [growth](/topic/growth), [market](/topic/market) **Top accounts mentioned or mentioned by** [@acemoney21](/creator/undefined) [@fundmyfund](/creator/undefined) [@blackscholesman](/creator/undefined) [@man26uel](/creator/undefined) [@paxtrader777](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@arkham](/creator/undefined) [@blackrock](/creator/undefined) [@yieldsearcher](/creator/undefined) [@fejauinc](/creator/undefined) [@dasails](/creator/undefined) [@polymarket](/creator/undefined) [@zodiac321](/creator/undefined) [@mvcinvesting](/creator/undefined) [@bozai03](/creator/undefined) [@cruxcapital](/creator/undefined) [@beaky777](/creator/undefined) [@peterschiff](/creator/undefined) [@amital13](/creator/undefined) [@kobeissiletter](/creator/undefined) **Top assets mentioned** [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Redwire Corporation (RDW)](/topic/$rdw) [Arteris, Inc. (AIP)](/topic/$aip) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Micron Technology, Inc. (MU)](/topic/$mu) [Almonty Industries Inc. Common Shares (ALM)](/topic/$alm) [Bitcoin (BTC)](/topic/$btc) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [IonQ, Inc. (IONQ)](/topic/$ionq) [monday.com Ltd. (MNDY)](/topic/$mndy) [Velo (VELO)](/topic/$velo) [BlackRock Inc (BLK)](/topic/blackrock) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Limitus (LMT)](/topic/$lmt) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Boeing Co (BA)](/topic/$ba) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [NVIDIA Corp. (NVDA)](/topic/$nvda) ### Top Social Posts Top posts by engagements in the last [--] hours "Interesting work on FedWatch Tool accuracy using a simple binary model to determine it has 88% accurcay [--] days before meetings while FF -75%. #FOMC https://papers.ssrn.com/sol3/papers.cfmabstract_id=5093703 https://papers.ssrn.com/sol3/papers.cfmabstract_id=5093703" [X Link](https://x.com/risktaker6666/status/1956314061047513551) 2025-08-15T11:16Z [--] followers, [--] engagements "@arkham @BlackRock you realize every seller has a buyer right" [X Link](https://x.com/risktaker6666/status/1958151033747616177) 2025-08-20T12:56Z [--] followers, [--] engagements "@acemoney21 jhole is a volatility wormhole powell can sound hawkish and cut in sept this is my main scenario to play. the data is way too not directional for fed to cut imo. the inflation risk persists while labor weaken and spending is strong. a little bit of catch-22 here --" [X Link](https://x.com/risktaker6666/status/1958495870237741378) 2025-08-21T11:46Z [--] followers, [--] engagements "@yieldsearcher Your take on 10y is not constructive. One factor (among many) to determine 10y is the base rate or more specifically terminal rate. To me price action yesterday was simply a wave on all risk assets. If bonds believed economy is so weak. It wouldnt be sold until rate was cut" [X Link](https://x.com/risktaker6666/status/1959250084169679197) 2025-08-23T13:43Z [--] followers, [--] engagements "IMO There's a huge misalignment between Mrkt concesus and Fed actual action (92% sept cut). Growth and inflation tellone story and market concesus is the complete opposite. This might be one of the hardest market prediction misses to Fed deci" [X Link](https://x.com/risktaker6666/status/1956295228542918959) 2025-08-15T10:01Z [--] followers, [--] engagements "$alm tungsten 80% supply in china it is used in every industry tungsten price has doubled over the past [--] months. definition of overfull demand Almonty has contracts with DoD and is one of their only supplier of tungsten to the US projects expansions planned already. cash flow is very well maintained and they have agreements to sell tungsten to other companies at spot" [X Link](https://x.com/risktaker6666/status/1978000562546258025) 2025-10-14T07:30Z [--] followers, [----] engagements "@fundmyfund" [X Link](https://x.com/risktaker6666/status/1980246783650582555) 2025-10-20T12:16Z [--] followers, [--] engagements "@fundmyfund It's probably a small fund inside a much larger one. Regardless to also support your thesis I'll just say I've been very long $LPTH" [X Link](https://x.com/risktaker6666/status/1980509838036865243) 2025-10-21T05:41Z [--] followers, [---] engagements "$PDYN $DPRO Seeing valuable upside in $DPRO https://www.therobotreport.com/draganfly-palladyne-partner-develop-drone-swarms-defense/ https://www.therobotreport.com/draganfly-palladyne-partner-develop-drone-swarms-defense/" [X Link](https://x.com/risktaker6666/status/1980880038766735819) 2025-10-22T06:12Z [---] followers, [---] engagements "Long 10y US Seems like the only reasonable trade right now with gold dumping weakness in economy running to safety c/p skew Seems like mkt is not pricing risk of inflation or debt anymore With feds QE in the headlines I'm bullish on lower rates #teasury" [X Link](https://x.com/risktaker6666/status/1980981671844569552) 2025-10-22T12:56Z [--] followers, [--] engagements "@fejau_inc they "used" to let it mature- rcv interest and principal. cash would disappear into both sides of balance sheet : assets and liabilities (tga). now with end of qt they aim to preserve the assets side by picking up tbills while also aiming to lower duration" [X Link](https://x.com/risktaker6666/status/1983650562139943165) 2025-10-29T21:42Z [--] followers, [---] engagements "@acemoney21 solid thesis keeps you strong in the trade no matter how you play it witzzz" [X Link](https://x.com/risktaker6666/status/1984326838622069146) 2025-10-31T18:29Z [--] followers, [--] engagements "$ASPI Only company I'm aware of in US doing this @da_sails "Fusion has hit that tipping point where things are going to happen fast". Highly agree with that statement. About not having currently enriched Lithium-6 supply in the US there will be as soon as [----] $ASPI https://t.co/eXMXJlE1jO @da_sails "Fusion has hit that tipping point where things are going to happen fast". Highly agree with that statement. About not having currently enriched Lithium-6 supply in the US there will be as soon as [----] $ASPI https://t.co/eXMXJlE1jO" [X Link](https://x.com/risktaker6666/status/1984342542981480765) 2025-10-31T19:31Z [--] followers, [----] engagements "$SKYT 30$ by end of month" [X Link](https://x.com/risktaker6666/status/1987892271119765954) 2025-11-10T14:37Z [--] followers, [---] engagements "$LPTH Did they quietly announce more than $90M backlog And you're telling me this $350M company" [X Link](https://x.com/risktaker6666/status/1988132641405624678) 2025-11-11T06:32Z [--] followers, [----] engagements "@fundmyfund the real game starts at 0930am" [X Link](https://x.com/risktaker6666/status/1988611317809504373) 2025-11-12T14:14Z [--] followers, [--] engagements "$SKYT Fantastic interview with CEO American chip foundry On track to $600m with this under $1b company. https://www.eetimes.com/skywater-ceo-calls-company-quantum-foundry/ https://www.eetimes.com/skywater-ceo-calls-company-quantum-foundry/" [X Link](https://x.com/risktaker6666/status/1988666963682525568) 2025-11-12T17:55Z [--] followers, [---] engagements "$DGXX There isn't even a point in selling here. They're close to be traded on their cash value Not sure what's going on 🧐" [X Link](https://x.com/risktaker6666/status/1989439313642185032) 2025-11-14T21:04Z [--] followers, [---] engagements "@acemoney21 roubini" [X Link](https://x.com/risktaker6666/status/1989439875029123493) 2025-11-14T21:06Z [--] followers, [--] engagements "@fundmyfund Do we know if Lightpath supplies Rheinmetall" [X Link](https://x.com/risktaker6666/status/1990765997104771448) 2025-11-18T12:56Z [--] followers, [--] engagements "@paxtrader777 Makes sense to see unwinding given the situation in markets. I think too early to determine another -4.5% drawdown knowing uncertainty is being cleared off every day. This is the kind of drawdown that would require a much larger catalyst" [X Link](https://x.com/risktaker6666/status/1990810281170141591) 2025-11-18T15:52Z [--] followers, [---] engagements "@paxtrader777 so i'm going to assume tomorrow's data and nvda earnings could pave the way back to [----]. or limited upside until more uncertainty is cleared" [X Link](https://x.com/risktaker6666/status/1990811668213813313) 2025-11-18T15:57Z [--] followers, 11.5K engagements "@Polymarket Move to trade bonds" [X Link](https://x.com/risktaker6666/status/1991048640945639568) 2025-11-19T07:39Z [--] followers, [--] engagements "@BlackScholesMan This name's misprice is quite beyond me 🧐" [X Link](https://x.com/risktaker6666/status/1993360778770927946) 2025-11-25T16:46Z [--] followers, [---] engagements "@BlackScholesMan @zodiac_321 You were right😀 Loren keeps on selling himself out day after day Impacting quite a large amount of the daily volume himself. Currently holding 13% of outstanding shares This definitely puts down pressure but stock showing resilience at current price levels" [X Link](https://x.com/risktaker6666/status/1993577812666859537) 2025-11-26T07:09Z [--] followers, [--] engagements "@mvcinvesting $dgxx $skyt" [X Link](https://x.com/risktaker6666/status/1994160928707727772) 2025-11-27T21:46Z [--] followers, [---] engagements "@bozai03 @crux_capital_ typical private equity behavior(the seller) im not worried about that thesis is solid" [X Link](https://x.com/risktaker6666/status/1994430923333357758) 2025-11-28T15:39Z [--] followers, [--] engagements "carefully saying this selling in equities is mechanical imo. quite largely and pretty evidently because of sell in us treasuries along with it and as much as the japan carry trade unwinds i see long eurusd as super attractive trade and dip buying nq/es opportunities $btc" [X Link](https://x.com/risktaker6666/status/1995436117009768607) 2025-12-01T10:13Z [---] followers, [--] engagements "@beaky777 literally nothing to do with the reason market flushed on friday $skyt undervalued by 2x imo" [X Link](https://x.com/risktaker6666/status/2000101932581691574) 2025-12-14T07:13Z [--] followers, [---] engagements "The traditional channel has always been so the small capsdefense names benefit through the big names This EO can open a direct channel for small caps names to go on DOW projects bad news for $LMT $RTX $ba $noc good news for $rklb $rdw $lpth $avav $lunr $rcat $dpro https://punchbowl.news/article/defense/trump-defense-eo/ https://punchbowl.news/article/defense/trump-defense-eo/" [X Link](https://x.com/risktaker6666/status/2001279116482429217) 2025-12-17T13:11Z [---] followers, [---] engagements "$SKYT Using some AI to portray the space linkage you probably missed Skywater's radiation-hardened technology is the picks and shovels for enabling space missions. Space is an environment with high levels of ionizing radiation from cosmic rays solar events and trapped particles. These conditions can disrupt or permanently damage normal electronic components. Rad-hard electronics are designed to resist these effects ensuring that spacecraft satellites and defense systems operate reliably throughout their missions. Here's how they position in the biggest theme of [----] Skywaters rad-hard" [X Link](https://x.com/risktaker6666/status/2001939581780791367) 2025-12-19T08:56Z [--] followers, [----] engagements "This could potentially be a great catalyst for the smaller suppliers- And I predict a more direct channel for small cap defense with DoW instead of through the big players I like it for $LPTH and $KTOS $AVAV TRUMP: NEXT WEEK Ill MEET WITH DEFENSE PRIME CONTRACTORS WE'LL DISCUSS DEFENSE CONTRACTORS' EXECUTIVE PAY WE DON'T WANT EXECS ISSUING DIVIDENDS AND DOING BUYBACKS AND THEN SAYING THEY DON'T HAVE MONEY FOR PLANTS WE'LL PUNISH COMPANIES NOT DOING A GOOD JOB WE WILL TALK WITH TRUMP: NEXT WEEK Ill MEET WITH DEFENSE PRIME CONTRACTORS WE'LL DISCUSS DEFENSE CONTRACTORS' EXECUTIVE PAY WE DON'T" [X Link](https://x.com/risktaker6666/status/2003355016791519628) 2025-12-23T06:40Z [--] followers, [---] engagements "@PeterSchiff That's your interpretation I don't see inflation risk in CPI swaps. Commodities are for long time now not reflecting fear of inflation. They are national security assets in a fields of AI Quantum Data Centers Defense etc. Inflation is very much anchored with weak labor" [X Link](https://x.com/risktaker6666/status/2003721191723598325) 2025-12-24T06:55Z [---] followers, [---] engagements "@amital13 i dont see cpi swaps moving" [X Link](https://x.com/risktaker6666/status/2005545011325358233) 2025-12-29T07:42Z [--] followers, [--] engagements "@BlackScholesMan Mike Although these kind of exercises are nothing new They conduct them every year or so I'm under the belief a China-Taiwan war is inevitable And I think this is also a "put" that's not priced in current markets. And also the reason I like defense sector into [----] so much" [X Link](https://x.com/risktaker6666/status/2005626376725119435) 2025-12-29T13:06Z [--] followers, [---] engagements "@KobeissiLetter Can we stop with the "levered X amount is liquidated/erased" You have no clue anyway so why just making stuff up" [X Link](https://x.com/risktaker6666/status/2005646337770144166) 2025-12-29T14:25Z [--] followers, [---] engagements "This silent-war is a turbo-accelerating de-globalization trend in areas where the United States cannot allow itself to lose domestic manufacturing is so crucial to ensure US independence this agenda starts in the AI war and ends in an actual real war $LRCX $SKYT $AMAT Exclusive: China mandates 50% domestic equipment rule for chipmakers sourcessay- RTRS - Ultimately the goal is for fabs to use 100% domestically made Chinese equipment. - The Chinese company Naura is currently testing its etching tools on SMICs latest 7nm process. - Naura https://t.co/fvZw9OiLgY Exclusive: China mandates 50%" [X Link](https://x.com/risktaker6666/status/2005957982794686701) 2025-12-30T11:03Z [--] followers, [---] engagements "im not sure i know or anyone how venezuela situation will unfold and the affect on crude oil but energy is a significant component to us inflation framework no only directly but also into many indirect items such as manufacturing of plastics / food.) and as with any future macro forecast crude oil estimate is important all in all i expect a 10% downward in oil to affect approx -0.3% in cpi over the next [--] months this can have a positive effect on treasuries which for some periods have been correlated well to oil prices especially when fed stance was tightening and inflation oriented" [X Link](https://x.com/risktaker6666/status/2007473846895378841) 2026-01-03T15:27Z [---] followers, [--] engagements "The first phase of the project will involve an investment of USD100 million to establish a development platform for cutting-edge packaging technologies including chip-on-wafer-on-PCB (CoWoP) as well as advanced manufacturing processes such as the modified semi-additive process (mSAP) within a leased plant covering a total area of [-----] square meters. $SHMD $NVDA $2316.TW Wus Printed Circuit Rises After Unveiling USD300 Million High-End PCB Investment https://t.co/eHy0fn3yYI Wus Printed Circuit Rises After Unveiling USD300 Million High-End PCB Investment https://t.co/eHy0fn3yYI" [X Link](https://x.com/risktaker6666/status/2011704733904285911) 2026-01-15T07:39Z [---] followers, [--] engagements "@jimcramer out of all the "bubbles" tsmc is most definitely not one we understand you're paid to pump false narrative. go ahead" [X Link](https://x.com/risktaker6666/status/2011787430970409035) 2026-01-15T13:07Z [---] followers, [--] engagements "New PM proactively working to lower inflation via Energy subsides and pausing VAT on food which will shrink their GDP And this is while BOJ hiking rates So the risk premium priced across the JGB curve shows just how much of a scissors effect theyre experiencing. If growth will take a hit - which is the likely outcome in case rates hike or if deflation kicks - I reckon longer duration JGB will see some relief. If not BOJ will QE https://twitter.com/i/web/status/2014015058364293271 https://twitter.com/i/web/status/2014015058364293271" [X Link](https://x.com/risktaker6666/status/2014015058364293271) 2026-01-21T16:39Z [---] followers, [--] engagements "@SpaceInvestor_D Hi Spaceman Do you reckon $AMPG are positioned to benefit as a communications hardware enabler for US infrastructure in Greenland" [X Link](https://x.com/risktaker6666/status/2014358129975153105) 2026-01-22T15:22Z [---] followers, [---] engagements "My other speculation is: Skywater was held mostly by a private equity firm- Oxbow CMI. We know Loren Unterseher wanted out of his stake and so Oxbow have been selling for the past [--] years consistently Now in a classic PE fashion making 3X-4X exit on their initial investment after it matured enough gave them enough reasons to vote for a bye bye sale on board $SKYT $IONQ Tbh this buy out price is absurdly low on $skyt. Basically they are buying it existing Fab [--] facilities are at. There is none of the optionality of the quantum fabrication which I always felt would take the stock the low 50s" [X Link](https://x.com/anyuser/status/2015764202401444077) 2026-01-26T12:30Z [---] followers, 10.5K engagements "$SHMD finally filed Interesting read too" [X Link](https://x.com/anyuser/status/2022307768737165706) 2026-02-13T13:51Z [---] followers, [----] engagements "@acemoney21 because narrative has not been inflation oriented if anything- labor and now its neither all about ai scare realizing losses on leveraged saas blue owl type shit" [X Link](https://x.com/risktaker6666/status/2022324940146360592) 2026-02-13T15:00Z [---] followers, [--] engagements "$shmd quick takeaways for schmid's $30m financial arrangement- -notes convert at 95% forward vwap with floor (we dont know exact pre determined period but given stock performs say 10$ vwap thats under 3.5m additional shares if all fully convert) -warrants typical proxy 20% of notes notional and has much higher strike - so the dilution effect is also negligible -the note 7% seems reasonable pik ( converts extra 4.5m $ of share or cash optionality) not dramatic -this gives them a much needed runaway up to [----] where i believe their biz is going to take off -eliminates much risk and improves" [X Link](https://x.com/risktaker6666/status/2013981626414387469) 2026-01-21T14:26Z [---] followers, 14.9K engagements "upside is incredible $ALM $alm tungsten 80% supply in china it is used in every industry tungsten price has doubled over the past [--] months. definition of overfull demand Almonty has contracts with DoD and is one of their only supplier of tungsten to the US projects expansions planned already. cash flow https://t.co/iothxZE9EN $alm tungsten 80% supply in china it is used in every industry tungsten price has doubled over the past [--] months. definition of overfull demand Almonty has contracts with DoD and is one of their only supplier of tungsten to the US projects expansions planned already." [X Link](https://x.com/risktaker6666/status/2015664222768656517) 2026-01-26T05:52Z [---] followers, [---] engagements "$lpth Institutionals given Institutionals taken just like how death is the natural cleaning system of humanity- massive flows led to a crowded positioning. usually sacrificing the retail money first so can mean reverse back and normalcy growth realize This is why the thesis you build must be solid so you would withstand the tailwinds whether hopefully multi factor base thesis exists or rational technical flows unwind positioning In 1-2 years timeframe Im very positive on LightPath ability to deliver and become prominent component in the defense landscape" [X Link](https://x.com/anyuser/status/2016067297929003336) 2026-01-27T08:34Z [---] followers, [---] engagements "$RDW Even if Redwire lands 0.5% of an award from the 151b Defense SHIELD program That's instant double valuation. The risk/reward in this name is among the best in the defense/space theme" [X Link](https://x.com/anyuser/status/2016163491908899263) 2026-01-27T14:56Z [---] followers, [---] engagements "BUBBLE 🤣 *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML" [X Link](https://x.com/anyuser/status/2016409746681532573) 2026-01-28T07:15Z [---] followers, [---] engagements "@ContrarianCurse THEY SAID BUBBLE" [X Link](https://x.com/risktaker6666/status/2016419677451309347) 2026-01-28T07:54Z [---] followers, [----] engagements "@kingtutcap LUNR were also at this ballpark 2-3 months ago Look at them now" [X Link](https://x.com/risktaker6666/status/2017114168973787618) 2026-01-30T05:54Z [---] followers, [---] engagements "@aleabitoreddit Youre as good as your ChatGPT my friend. What you said (Sorry your GPT) is quite evidently not the reason. Its called positioning crowdedness volatility" [X Link](https://x.com/risktaker6666/status/2017494191731802398) 2026-01-31T07:04Z [---] followers, [---] engagements "@aleabitoreddit You realize shorting a stock is not inherently making a company go bankrupt There's stock and there's business. Crazy to think people listen to what you say" [X Link](https://x.com/risktaker6666/status/2019011068287156225) 2026-02-04T11:32Z [---] followers, [---] engagements "@SJCapitalInvest And that's with [--] major headlines added: Domestic manufacturing and L3Harris" [X Link](https://x.com/risktaker6666/status/2019752040390422713) 2026-02-06T12:36Z [---] followers, [---] engagements "I just wanted to say this: Anthropic new AI models make SaaS companies unecessary- replacing entire teams and speeds up processes that would've taken months to complete while market punishes hyperscalers for putting their Capex in AI is a logical fallacy" [X Link](https://x.com/anyuser/status/2019856229485404185) 2026-02-06T19:30Z [---] followers, [--] engagements "My condolences to $MNDY As one of their employee's told me [--] months ago: "Monday and Wix are like a huge heavy-lift cargo ships and AI is a raceboat By the time we start moving AI is [--] steps ahead already. We just can't get ahead of it."" [X Link](https://x.com/anyuser/status/2020833562568835512) 2026-02-09T12:14Z [---] followers, [---] engagements "outstanding $aip $AIP evenue of $20.1 million up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million up 28% year-over-year growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million up 32% year-over-year growing to $AIP evenue of $20.1 million up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million up 28% year-over-year growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million up 32% year-over-year growing to" [X Link](https://x.com/anyuser/status/2022188949977149771) 2026-02-13T05:59Z [---] followers, [---] engagements "@man26uel Your take is extremely speculative assuming worst case scenarios extrapolating far from reality legals to certainty. Your claims are quite standard in structural financing like SCHMID. Financing is indeed fragile but not to the extent you describe" [X Link](https://x.com/risktaker6666/status/2023072791684403266) 2026-02-15T16:31Z [---] followers, [--] engagements "$AIP Super impressive presentation at Needham Noteable - $105M next quarter revenue Below is the transcript Thank you Charles. Thank you for allowing us to present Arteris. So standard disclaimer. So Arteris is a semiconductor IP company. And basically if you look at a semiconductor chip at a high level it does three things. It processes data it stores data and it moves data. We are focused on the part of the chip IP and software that essentially facilitates data movement inside the chip between chiplets and also potentially between some chips for some applications. So we are essentially the" [X Link](https://x.com/risktaker6666/status/2013564309293416945) 2026-01-20T10:48Z [---] followers, [---] engagements "@man26uel Your take is extremely speculative assuming worst case scenarios extrapolating far from reality legals to certainty. Your claims are quite standard in structural financing like SCHMID. Financing is indeed fragile but not to the extent you describe" [X Link](https://x.com/risktaker6666/status/2023074420739436679) 2026-02-15T16:38Z [---] followers, [---] engagements "RT @TradexWhisperer: $MU I worked [--] years as an HBM DRAM & NAND engineer. AMA is open. Ask me anything. I'll drop rare insights where I" [X Link](https://x.com/anyuser/status/2023131762176709067) 2026-02-15T20:26Z [---] followers, [--] engagements "$MU I worked [--] years as an HBM DRAM & NAND engineer. AMA is open. Ask me anything. I'll drop rare insights where I can. $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2" [X Link](https://x.com/anyuser/status/2022691266035847644) 2026-02-14T15:15Z 54.2K followers, 196.8K engagements "$MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market. Forward P/E ratio: [-----] Forward P/S ratio https://t.co/TSLBx04ENf Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices" [X Link](https://x.com/anyuser/status/1909240712757195137) 2025-04-07T13:43Z 54.2K followers, 3.7M engagements "$shmd We are currently in the process of patenting the technology for embedded traces (ET) which we believe is the next level technology for high-end PCBs & Substrates" [X Link](https://x.com/anyuser/status/2022309630785843338) 2026-02-13T13:59Z [---] followers, [---] engagements "$SHMD finally filed Interesting read too" [X Link](https://x.com/anyuser/status/2022307768737165706) 2026-02-13T13:51Z [---] followers, [----] engagements "outstanding $aip $AIP evenue of $20.1 million up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million up 28% year-over-year growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million up 32% year-over-year growing to $AIP evenue of $20.1 million up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million up 28% year-over-year growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million up 32% year-over-year growing to" [X Link](https://x.com/anyuser/status/2022188949977149771) 2026-02-13T05:59Z [---] followers, [---] engagements "$AIP evenue of $20.1 million up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million up 28% year-over-year growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million up 32% year-over-year growing to the highest level we have ever reported. We expect approximately half of our RPO will be recognized as revenue in [----]. This projection excludes cancelable and non-cancelable Flexible Spending Accounts. Operating loss of $8.5 million compared to an operating loss of $7.1 million in the fourth quarter of [----] Non-GAAP" [X Link](https://x.com/anyuser/status/2022055238434271569) 2026-02-12T21:08Z 10.1K followers, [----] engagements "https://www.calcalist.co.il/market/article/r1xb17spwe https://www.calcalist.co.il/market/article/r1xb17spwe" [X Link](https://x.com/anyuser/status/2021905488318018034) 2026-02-12T11:13Z [---] followers, [--] engagements "In case you lost conviction a little reminder $AMPX - Revenue growth is massive QoQ - The exploding UAS/LEV market essentially requires this level of battery density - They've got DIU funding to expand their US pilot plant and just secured a domestic manufacturer to stay compliant for US defense contracts. - Confirmed Customers: $AVAV $LHX and Airbus subsidiary AALTO (powering their Zephyr pseudo-satellite) - They're on track for profitability this year - Strong cash position no debt 🔋Generational tech a huge moat and lots of short term catalysts🔋" [X Link](https://x.com/anyuser/status/2021655254404936189) 2026-02-11T18:39Z [---] followers, [----] engagements "RT @pennycheck: Absolute game changer" [X Link](https://x.com/anyuser/status/2021226150224076969) 2026-02-10T14:14Z [---] followers, [--] engagements "Absolute game changer $VELO Velo3D Qualified as First Additive Manufacturing Vendor for U.S. Army Ground Vehicles https://t.co/koKtWBv02x $VELO Velo3D Qualified as First Additive Manufacturing Vendor for U.S. Army Ground Vehicles https://t.co/koKtWBv02x" [X Link](https://x.com/anyuser/status/2021225710388432972) 2026-02-10T14:12Z 43.7K followers, 20.7K engagements "$VELO Velo3D Qualified as First Additive Manufacturing Vendor for U.S. Army Ground Vehicles https://www.stocktitan.net/news/VELO/velo3d-qualified-as-first-additive-manufacturing-vendor-for-u-s-army-entumj4nj176.html https://www.stocktitan.net/news/VELO/velo3d-qualified-as-first-additive-manufacturing-vendor-for-u-s-army-entumj4nj176.html" [X Link](https://x.com/anyuser/status/2021223254942249401) 2026-02-10T14:02Z [----] followers, 22.1K engagements "Enemies of America have been put on notice" [X Link](https://x.com/anyuser/status/2020921247425593496) 2026-02-09T18:02Z 51.2K followers, 6.4M engagements "My condolences to $MNDY As one of their employee's told me [--] months ago: "Monday and Wix are like a huge heavy-lift cargo ships and AI is a raceboat By the time we start moving AI is [--] steps ahead already. We just can't get ahead of it."" [X Link](https://x.com/anyuser/status/2020833562568835512) 2026-02-09T12:14Z [---] followers, [---] engagements "I just wanted to say this: Anthropic new AI models make SaaS companies unecessary- replacing entire teams and speeds up processes that would've taken months to complete while market punishes hyperscalers for putting their Capex in AI is a logical fallacy" [X Link](https://x.com/anyuser/status/2019856229485404185) 2026-02-06T19:30Z [---] followers, [--] engagements "The tight correlation between $BTC and $IGV makes me think this risk selloff is leverage-driven rather than fundamentally driven. Most likely some form of carry or funding unwind potentially tied to the yen carry trade which over time found its way into risk-on assets software crypto and even private credit in search of yield spreads. When funding conditions tighten or volatility spikes everything financed the same way ends up getting sold together. If you look at the timing the broader pressure since the yen carry trade started unwinding about a quarter ago and roughly lines up with the" [X Link](https://x.com/anyuser/status/2019619742563143755) 2026-02-06T03:50Z 190.6K followers, 92.5K engagements "RT @eliant_capital: Theres nothing better than buying staples at 40X earnings to stay safe away from the Mag-7 trading at 20X earnings" [X Link](https://x.com/anyuser/status/2019680312419402028) 2026-02-06T07:51Z [---] followers, [--] engagements "Theres nothing better than buying staples at 40X earnings to stay safe away from the Mag-7 trading at 20X earnings" [X Link](https://x.com/anyuser/status/2019612937166655977) 2026-02-06T03:23Z 181K followers, 104.4K engagements "$RKLB / $RDW / $LUNR / $VOYG The House Committee unanimously approved the NASA Reauthorization Act of [----]. This bipartisan bill authorizes approximately $24.5B for NASA for FY [----] focusing on a Moon to Mars strategy and the transition of Low Earth Orbit (LEO) to commercial sectors. This signals a shift away from NASA owning toward NASA buying. https://twitter.com/i/web/status/2019228951877419075 https://twitter.com/i/web/status/2019228951877419075" [X Link](https://x.com/anyuser/status/2019228951877419075) 2026-02-05T01:57Z 45.5K followers, 15.4K engagements "People have different views about Jesse Livermore. Worth $100M at the peak ($2B in today's $) but he died broke. His book is the most impactful markets book I have ever read and is recommended by Paul Tudor Jones and William J. O'Neil. The page below forever changed my approach to markets. https://twitter.com/i/web/status/2017650767054737647 https://twitter.com/i/web/status/2017650767054737647" [X Link](https://x.com/anyuser/status/2017650767054737647) 2026-01-31T17:26Z 111K followers, 77.4K engagements "BUBBLE 🤣 *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML" [X Link](https://x.com/anyuser/status/2016409746681532573) 2026-01-28T07:15Z [---] followers, [---] engagements "*ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML" [X Link](https://x.com/anyuser/status/2016397102989844680) 2026-01-28T06:25Z 370.8K followers, 184.7K engagements "@ThematicTrader interesting as on latest presentation $shmd appears ready for $intc" [X Link](https://x.com/anyuser/status/2016175957241921678) 2026-01-27T15:46Z 44.7K followers, [---] engagements "$RDW Even if Redwire lands 0.5% of an award from the 151b Defense SHIELD program That's instant double valuation. The risk/reward in this name is among the best in the defense/space theme" [X Link](https://x.com/anyuser/status/2016163491908899263) 2026-01-27T14:56Z [---] followers, [---] engagements "$lpth Institutionals given Institutionals taken just like how death is the natural cleaning system of humanity- massive flows led to a crowded positioning. usually sacrificing the retail money first so can mean reverse back and normalcy growth realize This is why the thesis you build must be solid so you would withstand the tailwinds whether hopefully multi factor base thesis exists or rational technical flows unwind positioning In 1-2 years timeframe Im very positive on LightPath ability to deliver and become prominent component in the defense landscape" [X Link](https://x.com/anyuser/status/2016067297929003336) 2026-01-27T08:34Z [---] followers, [---] engagements "My other speculation is: Skywater was held mostly by a private equity firm- Oxbow CMI. We know Loren Unterseher wanted out of his stake and so Oxbow have been selling for the past [--] years consistently Now in a classic PE fashion making 3X-4X exit on their initial investment after it matured enough gave them enough reasons to vote for a bye bye sale on board $SKYT $IONQ Tbh this buy out price is absurdly low on $skyt. Basically they are buying it existing Fab [--] facilities are at. There is none of the optionality of the quantum fabrication which I always felt would take the stock the low 50s" [X Link](https://x.com/anyuser/status/2015764202401444077) 2026-01-26T12:30Z [---] followers, 10.5K engagements "Tbh this buy out price is absurdly low on $skyt. Basically they are buying it existing Fab [--] facilities are at. There is none of the optionality of the quantum fabrication which I always felt would take the stock the low 50s" [X Link](https://x.com/anyuser/status/2015757306336596462) 2026-01-26T12:02Z [----] followers, 14.3K engagements "@midascabal Everyone is an Anduril supplier or Nvidia partner. Everyone" [X Link](https://x.com/anyuser/status/2015574878477291707) 2026-01-25T23:57Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@risktaker6666 therisktaker
therisktaker posts on X about ai, $skyt, inflation, $lpth the most. They currently have [---] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-----] +231%
- [--] Month [------] +1,210%
- [--] Months [------] +54,291%
Mentions: [--] #
- [--] Month [--] -17%
- [--] Months [--] +2,200%
Followers: [---] #
- [--] Week [---] +6%
- [--] Month [---] +89%
- [--] Months [---] +550%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands countries cryptocurrencies currencies
Social topic influence ai, $skyt, inflation, $lpth, $shmd, level, $rdw, in the, growth, market
Top accounts mentioned or mentioned by @acemoney21 @fundmyfund @blackscholesman @man26uel @paxtrader777 @aleabitoreddit @arkham @blackrock @yieldsearcher @fejauinc @dasails @polymarket @zodiac321 @mvcinvesting @bozai03 @cruxcapital @beaky777 @peterschiff @amital13 @kobeissiletter
Top assets mentioned SkyWater Technology, Inc. (SKYT) Redwire Corporation (RDW) Arteris, Inc. (AIP) AeroVironment, Inc. (AVAV) Micron Technology, Inc. (MU) Almonty Industries Inc. Common Shares (ALM) Bitcoin (BTC) Rocket Lab USA, Inc. Common Stock (RKLB) Intuitive Machines, Inc. (LUNR) IonQ, Inc. (IONQ) monday.com Ltd. (MNDY) Velo (VELO) BlackRock Inc (BLK) ASP Isotopes Inc. (ASPI) Limitus (LMT) Raytheon Technologies Corp (RTX) Boeing Co (BA) Northrop Grumman Corporation (NOC) Kratos Defense & Security Solutions, Inc. (KTOS) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) NVIDIA Corp. (NVDA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Interesting work on FedWatch Tool accuracy using a simple binary model to determine it has 88% accurcay [--] days before meetings while FF -75%. #FOMC https://papers.ssrn.com/sol3/papers.cfmabstract_id=5093703 https://papers.ssrn.com/sol3/papers.cfmabstract_id=5093703"
X Link 2025-08-15T11:16Z [--] followers, [--] engagements
"@arkham @BlackRock you realize every seller has a buyer right"
X Link 2025-08-20T12:56Z [--] followers, [--] engagements
"@acemoney21 jhole is a volatility wormhole powell can sound hawkish and cut in sept this is my main scenario to play. the data is way too not directional for fed to cut imo. the inflation risk persists while labor weaken and spending is strong. a little bit of catch-22 here --"
X Link 2025-08-21T11:46Z [--] followers, [--] engagements
"@yieldsearcher Your take on 10y is not constructive. One factor (among many) to determine 10y is the base rate or more specifically terminal rate. To me price action yesterday was simply a wave on all risk assets. If bonds believed economy is so weak. It wouldnt be sold until rate was cut"
X Link 2025-08-23T13:43Z [--] followers, [--] engagements
"IMO There's a huge misalignment between Mrkt concesus and Fed actual action (92% sept cut). Growth and inflation tellone story and market concesus is the complete opposite. This might be one of the hardest market prediction misses to Fed deci"
X Link 2025-08-15T10:01Z [--] followers, [--] engagements
"$alm tungsten 80% supply in china it is used in every industry tungsten price has doubled over the past [--] months. definition of overfull demand Almonty has contracts with DoD and is one of their only supplier of tungsten to the US projects expansions planned already. cash flow is very well maintained and they have agreements to sell tungsten to other companies at spot"
X Link 2025-10-14T07:30Z [--] followers, [----] engagements
"@fundmyfund"
X Link 2025-10-20T12:16Z [--] followers, [--] engagements
"@fundmyfund It's probably a small fund inside a much larger one. Regardless to also support your thesis I'll just say I've been very long $LPTH"
X Link 2025-10-21T05:41Z [--] followers, [---] engagements
"$PDYN $DPRO Seeing valuable upside in $DPRO https://www.therobotreport.com/draganfly-palladyne-partner-develop-drone-swarms-defense/ https://www.therobotreport.com/draganfly-palladyne-partner-develop-drone-swarms-defense/"
X Link 2025-10-22T06:12Z [---] followers, [---] engagements
"Long 10y US Seems like the only reasonable trade right now with gold dumping weakness in economy running to safety c/p skew Seems like mkt is not pricing risk of inflation or debt anymore With feds QE in the headlines I'm bullish on lower rates #teasury"
X Link 2025-10-22T12:56Z [--] followers, [--] engagements
"@fejau_inc they "used" to let it mature- rcv interest and principal. cash would disappear into both sides of balance sheet : assets and liabilities (tga). now with end of qt they aim to preserve the assets side by picking up tbills while also aiming to lower duration"
X Link 2025-10-29T21:42Z [--] followers, [---] engagements
"@acemoney21 solid thesis keeps you strong in the trade no matter how you play it witzzz"
X Link 2025-10-31T18:29Z [--] followers, [--] engagements
"$ASPI Only company I'm aware of in US doing this @da_sails "Fusion has hit that tipping point where things are going to happen fast". Highly agree with that statement. About not having currently enriched Lithium-6 supply in the US there will be as soon as [----] $ASPI https://t.co/eXMXJlE1jO @da_sails "Fusion has hit that tipping point where things are going to happen fast". Highly agree with that statement. About not having currently enriched Lithium-6 supply in the US there will be as soon as [----] $ASPI https://t.co/eXMXJlE1jO"
X Link 2025-10-31T19:31Z [--] followers, [----] engagements
"$SKYT 30$ by end of month"
X Link 2025-11-10T14:37Z [--] followers, [---] engagements
"$LPTH Did they quietly announce more than $90M backlog And you're telling me this $350M company"
X Link 2025-11-11T06:32Z [--] followers, [----] engagements
"@fundmyfund the real game starts at 0930am"
X Link 2025-11-12T14:14Z [--] followers, [--] engagements
"$SKYT Fantastic interview with CEO American chip foundry On track to $600m with this under $1b company. https://www.eetimes.com/skywater-ceo-calls-company-quantum-foundry/ https://www.eetimes.com/skywater-ceo-calls-company-quantum-foundry/"
X Link 2025-11-12T17:55Z [--] followers, [---] engagements
"$DGXX There isn't even a point in selling here. They're close to be traded on their cash value Not sure what's going on 🧐"
X Link 2025-11-14T21:04Z [--] followers, [---] engagements
"@acemoney21 roubini"
X Link 2025-11-14T21:06Z [--] followers, [--] engagements
"@fundmyfund Do we know if Lightpath supplies Rheinmetall"
X Link 2025-11-18T12:56Z [--] followers, [--] engagements
"@paxtrader777 Makes sense to see unwinding given the situation in markets. I think too early to determine another -4.5% drawdown knowing uncertainty is being cleared off every day. This is the kind of drawdown that would require a much larger catalyst"
X Link 2025-11-18T15:52Z [--] followers, [---] engagements
"@paxtrader777 so i'm going to assume tomorrow's data and nvda earnings could pave the way back to [----]. or limited upside until more uncertainty is cleared"
X Link 2025-11-18T15:57Z [--] followers, 11.5K engagements
"@Polymarket Move to trade bonds"
X Link 2025-11-19T07:39Z [--] followers, [--] engagements
"@BlackScholesMan This name's misprice is quite beyond me 🧐"
X Link 2025-11-25T16:46Z [--] followers, [---] engagements
"@BlackScholesMan @zodiac_321 You were right😀 Loren keeps on selling himself out day after day Impacting quite a large amount of the daily volume himself. Currently holding 13% of outstanding shares This definitely puts down pressure but stock showing resilience at current price levels"
X Link 2025-11-26T07:09Z [--] followers, [--] engagements
"@mvcinvesting $dgxx $skyt"
X Link 2025-11-27T21:46Z [--] followers, [---] engagements
"@bozai03 @crux_capital_ typical private equity behavior(the seller) im not worried about that thesis is solid"
X Link 2025-11-28T15:39Z [--] followers, [--] engagements
"carefully saying this selling in equities is mechanical imo. quite largely and pretty evidently because of sell in us treasuries along with it and as much as the japan carry trade unwinds i see long eurusd as super attractive trade and dip buying nq/es opportunities $btc"
X Link 2025-12-01T10:13Z [---] followers, [--] engagements
"@beaky777 literally nothing to do with the reason market flushed on friday $skyt undervalued by 2x imo"
X Link 2025-12-14T07:13Z [--] followers, [---] engagements
"The traditional channel has always been so the small capsdefense names benefit through the big names This EO can open a direct channel for small caps names to go on DOW projects bad news for $LMT $RTX $ba $noc good news for $rklb $rdw $lpth $avav $lunr $rcat $dpro https://punchbowl.news/article/defense/trump-defense-eo/ https://punchbowl.news/article/defense/trump-defense-eo/"
X Link 2025-12-17T13:11Z [---] followers, [---] engagements
"$SKYT Using some AI to portray the space linkage you probably missed Skywater's radiation-hardened technology is the picks and shovels for enabling space missions. Space is an environment with high levels of ionizing radiation from cosmic rays solar events and trapped particles. These conditions can disrupt or permanently damage normal electronic components. Rad-hard electronics are designed to resist these effects ensuring that spacecraft satellites and defense systems operate reliably throughout their missions. Here's how they position in the biggest theme of [----] Skywaters rad-hard"
X Link 2025-12-19T08:56Z [--] followers, [----] engagements
"This could potentially be a great catalyst for the smaller suppliers- And I predict a more direct channel for small cap defense with DoW instead of through the big players I like it for $LPTH and $KTOS $AVAV TRUMP: NEXT WEEK Ill MEET WITH DEFENSE PRIME CONTRACTORS WE'LL DISCUSS DEFENSE CONTRACTORS' EXECUTIVE PAY WE DON'T WANT EXECS ISSUING DIVIDENDS AND DOING BUYBACKS AND THEN SAYING THEY DON'T HAVE MONEY FOR PLANTS WE'LL PUNISH COMPANIES NOT DOING A GOOD JOB WE WILL TALK WITH TRUMP: NEXT WEEK Ill MEET WITH DEFENSE PRIME CONTRACTORS WE'LL DISCUSS DEFENSE CONTRACTORS' EXECUTIVE PAY WE DON'T"
X Link 2025-12-23T06:40Z [--] followers, [---] engagements
"@PeterSchiff That's your interpretation I don't see inflation risk in CPI swaps. Commodities are for long time now not reflecting fear of inflation. They are national security assets in a fields of AI Quantum Data Centers Defense etc. Inflation is very much anchored with weak labor"
X Link 2025-12-24T06:55Z [---] followers, [---] engagements
"@amital13 i dont see cpi swaps moving"
X Link 2025-12-29T07:42Z [--] followers, [--] engagements
"@BlackScholesMan Mike Although these kind of exercises are nothing new They conduct them every year or so I'm under the belief a China-Taiwan war is inevitable And I think this is also a "put" that's not priced in current markets. And also the reason I like defense sector into [----] so much"
X Link 2025-12-29T13:06Z [--] followers, [---] engagements
"@KobeissiLetter Can we stop with the "levered X amount is liquidated/erased" You have no clue anyway so why just making stuff up"
X Link 2025-12-29T14:25Z [--] followers, [---] engagements
"This silent-war is a turbo-accelerating de-globalization trend in areas where the United States cannot allow itself to lose domestic manufacturing is so crucial to ensure US independence this agenda starts in the AI war and ends in an actual real war $LRCX $SKYT $AMAT Exclusive: China mandates 50% domestic equipment rule for chipmakers sourcessay- RTRS - Ultimately the goal is for fabs to use 100% domestically made Chinese equipment. - The Chinese company Naura is currently testing its etching tools on SMICs latest 7nm process. - Naura https://t.co/fvZw9OiLgY Exclusive: China mandates 50%"
X Link 2025-12-30T11:03Z [--] followers, [---] engagements
"im not sure i know or anyone how venezuela situation will unfold and the affect on crude oil but energy is a significant component to us inflation framework no only directly but also into many indirect items such as manufacturing of plastics / food.) and as with any future macro forecast crude oil estimate is important all in all i expect a 10% downward in oil to affect approx -0.3% in cpi over the next [--] months this can have a positive effect on treasuries which for some periods have been correlated well to oil prices especially when fed stance was tightening and inflation oriented"
X Link 2026-01-03T15:27Z [---] followers, [--] engagements
"The first phase of the project will involve an investment of USD100 million to establish a development platform for cutting-edge packaging technologies including chip-on-wafer-on-PCB (CoWoP) as well as advanced manufacturing processes such as the modified semi-additive process (mSAP) within a leased plant covering a total area of [-----] square meters. $SHMD $NVDA $2316.TW Wus Printed Circuit Rises After Unveiling USD300 Million High-End PCB Investment https://t.co/eHy0fn3yYI Wus Printed Circuit Rises After Unveiling USD300 Million High-End PCB Investment https://t.co/eHy0fn3yYI"
X Link 2026-01-15T07:39Z [---] followers, [--] engagements
"@jimcramer out of all the "bubbles" tsmc is most definitely not one we understand you're paid to pump false narrative. go ahead"
X Link 2026-01-15T13:07Z [---] followers, [--] engagements
"New PM proactively working to lower inflation via Energy subsides and pausing VAT on food which will shrink their GDP And this is while BOJ hiking rates So the risk premium priced across the JGB curve shows just how much of a scissors effect theyre experiencing. If growth will take a hit - which is the likely outcome in case rates hike or if deflation kicks - I reckon longer duration JGB will see some relief. If not BOJ will QE https://twitter.com/i/web/status/2014015058364293271 https://twitter.com/i/web/status/2014015058364293271"
X Link 2026-01-21T16:39Z [---] followers, [--] engagements
"@SpaceInvestor_D Hi Spaceman Do you reckon $AMPG are positioned to benefit as a communications hardware enabler for US infrastructure in Greenland"
X Link 2026-01-22T15:22Z [---] followers, [---] engagements
"My other speculation is: Skywater was held mostly by a private equity firm- Oxbow CMI. We know Loren Unterseher wanted out of his stake and so Oxbow have been selling for the past [--] years consistently Now in a classic PE fashion making 3X-4X exit on their initial investment after it matured enough gave them enough reasons to vote for a bye bye sale on board $SKYT $IONQ Tbh this buy out price is absurdly low on $skyt. Basically they are buying it existing Fab [--] facilities are at. There is none of the optionality of the quantum fabrication which I always felt would take the stock the low 50s"
X Link 2026-01-26T12:30Z [---] followers, 10.5K engagements
"$SHMD finally filed Interesting read too"
X Link 2026-02-13T13:51Z [---] followers, [----] engagements
"@acemoney21 because narrative has not been inflation oriented if anything- labor and now its neither all about ai scare realizing losses on leveraged saas blue owl type shit"
X Link 2026-02-13T15:00Z [---] followers, [--] engagements
"$shmd quick takeaways for schmid's $30m financial arrangement- -notes convert at 95% forward vwap with floor (we dont know exact pre determined period but given stock performs say 10$ vwap thats under 3.5m additional shares if all fully convert) -warrants typical proxy 20% of notes notional and has much higher strike - so the dilution effect is also negligible -the note 7% seems reasonable pik ( converts extra 4.5m $ of share or cash optionality) not dramatic -this gives them a much needed runaway up to [----] where i believe their biz is going to take off -eliminates much risk and improves"
X Link 2026-01-21T14:26Z [---] followers, 14.9K engagements
"upside is incredible $ALM $alm tungsten 80% supply in china it is used in every industry tungsten price has doubled over the past [--] months. definition of overfull demand Almonty has contracts with DoD and is one of their only supplier of tungsten to the US projects expansions planned already. cash flow https://t.co/iothxZE9EN $alm tungsten 80% supply in china it is used in every industry tungsten price has doubled over the past [--] months. definition of overfull demand Almonty has contracts with DoD and is one of their only supplier of tungsten to the US projects expansions planned already."
X Link 2026-01-26T05:52Z [---] followers, [---] engagements
"$lpth Institutionals given Institutionals taken just like how death is the natural cleaning system of humanity- massive flows led to a crowded positioning. usually sacrificing the retail money first so can mean reverse back and normalcy growth realize This is why the thesis you build must be solid so you would withstand the tailwinds whether hopefully multi factor base thesis exists or rational technical flows unwind positioning In 1-2 years timeframe Im very positive on LightPath ability to deliver and become prominent component in the defense landscape"
X Link 2026-01-27T08:34Z [---] followers, [---] engagements
"$RDW Even if Redwire lands 0.5% of an award from the 151b Defense SHIELD program That's instant double valuation. The risk/reward in this name is among the best in the defense/space theme"
X Link 2026-01-27T14:56Z [---] followers, [---] engagements
"BUBBLE 🤣 *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML"
X Link 2026-01-28T07:15Z [---] followers, [---] engagements
"@ContrarianCurse THEY SAID BUBBLE"
X Link 2026-01-28T07:54Z [---] followers, [----] engagements
"@kingtutcap LUNR were also at this ballpark 2-3 months ago Look at them now"
X Link 2026-01-30T05:54Z [---] followers, [---] engagements
"@aleabitoreddit Youre as good as your ChatGPT my friend. What you said (Sorry your GPT) is quite evidently not the reason. Its called positioning crowdedness volatility"
X Link 2026-01-31T07:04Z [---] followers, [---] engagements
"@aleabitoreddit You realize shorting a stock is not inherently making a company go bankrupt There's stock and there's business. Crazy to think people listen to what you say"
X Link 2026-02-04T11:32Z [---] followers, [---] engagements
"@SJCapitalInvest And that's with [--] major headlines added: Domestic manufacturing and L3Harris"
X Link 2026-02-06T12:36Z [---] followers, [---] engagements
"I just wanted to say this: Anthropic new AI models make SaaS companies unecessary- replacing entire teams and speeds up processes that would've taken months to complete while market punishes hyperscalers for putting their Capex in AI is a logical fallacy"
X Link 2026-02-06T19:30Z [---] followers, [--] engagements
"My condolences to $MNDY As one of their employee's told me [--] months ago: "Monday and Wix are like a huge heavy-lift cargo ships and AI is a raceboat By the time we start moving AI is [--] steps ahead already. We just can't get ahead of it.""
X Link 2026-02-09T12:14Z [---] followers, [---] engagements
"outstanding $aip $AIP evenue of $20.1 million up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million up 28% year-over-year growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million up 32% year-over-year growing to $AIP evenue of $20.1 million up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million up 28% year-over-year growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million up 32% year-over-year growing to"
X Link 2026-02-13T05:59Z [---] followers, [---] engagements
"@man26uel Your take is extremely speculative assuming worst case scenarios extrapolating far from reality legals to certainty. Your claims are quite standard in structural financing like SCHMID. Financing is indeed fragile but not to the extent you describe"
X Link 2026-02-15T16:31Z [---] followers, [--] engagements
"$AIP Super impressive presentation at Needham Noteable - $105M next quarter revenue Below is the transcript Thank you Charles. Thank you for allowing us to present Arteris. So standard disclaimer. So Arteris is a semiconductor IP company. And basically if you look at a semiconductor chip at a high level it does three things. It processes data it stores data and it moves data. We are focused on the part of the chip IP and software that essentially facilitates data movement inside the chip between chiplets and also potentially between some chips for some applications. So we are essentially the"
X Link 2026-01-20T10:48Z [---] followers, [---] engagements
"@man26uel Your take is extremely speculative assuming worst case scenarios extrapolating far from reality legals to certainty. Your claims are quite standard in structural financing like SCHMID. Financing is indeed fragile but not to the extent you describe"
X Link 2026-02-15T16:38Z [---] followers, [---] engagements
"RT @TradexWhisperer: $MU I worked [--] years as an HBM DRAM & NAND engineer. AMA is open. Ask me anything. I'll drop rare insights where I"
X Link 2026-02-15T20:26Z [---] followers, [--] engagements
"$MU I worked [--] years as an HBM DRAM & NAND engineer. AMA is open. Ask me anything. I'll drop rare insights where I can. $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2 $MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. https://t.co/uTq6YMFnb2"
X Link 2026-02-14T15:15Z 54.2K followers, 196.8K engagements
"$MU Bargain of the Century PE Ratio: [----] Sales Ratio: [----] 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging. Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices have bottomed. Micron intends to take at least 27% of the whole HBM market. Forward P/E ratio: [-----] Forward P/S ratio https://t.co/TSLBx04ENf Here's the P/E and P/S Ratio of $MU that enables AI GPUs with super fast High Bandwith Memory Cubes. Their HBM sales grew 50% sequentially and DRAM/NAND prices"
X Link 2025-04-07T13:43Z 54.2K followers, 3.7M engagements
"$shmd We are currently in the process of patenting the technology for embedded traces (ET) which we believe is the next level technology for high-end PCBs & Substrates"
X Link 2026-02-13T13:59Z [---] followers, [---] engagements
"$SHMD finally filed Interesting read too"
X Link 2026-02-13T13:51Z [---] followers, [----] engagements
"outstanding $aip $AIP evenue of $20.1 million up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million up 28% year-over-year growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million up 32% year-over-year growing to $AIP evenue of $20.1 million up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million up 28% year-over-year growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million up 32% year-over-year growing to"
X Link 2026-02-13T05:59Z [---] followers, [---] engagements
"$AIP evenue of $20.1 million up 30% year-over-year Annual Contract Value (ACV) plus royalties of $83.6 million up 28% year-over-year growing to the highest level we have ever reported Remaining performance obligation (RPO) of $116.8 million up 32% year-over-year growing to the highest level we have ever reported. We expect approximately half of our RPO will be recognized as revenue in [----]. This projection excludes cancelable and non-cancelable Flexible Spending Accounts. Operating loss of $8.5 million compared to an operating loss of $7.1 million in the fourth quarter of [----] Non-GAAP"
X Link 2026-02-12T21:08Z 10.1K followers, [----] engagements
"https://www.calcalist.co.il/market/article/r1xb17spwe https://www.calcalist.co.il/market/article/r1xb17spwe"
X Link 2026-02-12T11:13Z [---] followers, [--] engagements
"In case you lost conviction a little reminder $AMPX - Revenue growth is massive QoQ - The exploding UAS/LEV market essentially requires this level of battery density - They've got DIU funding to expand their US pilot plant and just secured a domestic manufacturer to stay compliant for US defense contracts. - Confirmed Customers: $AVAV $LHX and Airbus subsidiary AALTO (powering their Zephyr pseudo-satellite) - They're on track for profitability this year - Strong cash position no debt 🔋Generational tech a huge moat and lots of short term catalysts🔋"
X Link 2026-02-11T18:39Z [---] followers, [----] engagements
"RT @pennycheck: Absolute game changer"
X Link 2026-02-10T14:14Z [---] followers, [--] engagements
"Absolute game changer $VELO Velo3D Qualified as First Additive Manufacturing Vendor for U.S. Army Ground Vehicles https://t.co/koKtWBv02x $VELO Velo3D Qualified as First Additive Manufacturing Vendor for U.S. Army Ground Vehicles https://t.co/koKtWBv02x"
X Link 2026-02-10T14:12Z 43.7K followers, 20.7K engagements
"$VELO Velo3D Qualified as First Additive Manufacturing Vendor for U.S. Army Ground Vehicles https://www.stocktitan.net/news/VELO/velo3d-qualified-as-first-additive-manufacturing-vendor-for-u-s-army-entumj4nj176.html https://www.stocktitan.net/news/VELO/velo3d-qualified-as-first-additive-manufacturing-vendor-for-u-s-army-entumj4nj176.html"
X Link 2026-02-10T14:02Z [----] followers, 22.1K engagements
"Enemies of America have been put on notice"
X Link 2026-02-09T18:02Z 51.2K followers, 6.4M engagements
"My condolences to $MNDY As one of their employee's told me [--] months ago: "Monday and Wix are like a huge heavy-lift cargo ships and AI is a raceboat By the time we start moving AI is [--] steps ahead already. We just can't get ahead of it.""
X Link 2026-02-09T12:14Z [---] followers, [---] engagements
"I just wanted to say this: Anthropic new AI models make SaaS companies unecessary- replacing entire teams and speeds up processes that would've taken months to complete while market punishes hyperscalers for putting their Capex in AI is a logical fallacy"
X Link 2026-02-06T19:30Z [---] followers, [--] engagements
"The tight correlation between $BTC and $IGV makes me think this risk selloff is leverage-driven rather than fundamentally driven. Most likely some form of carry or funding unwind potentially tied to the yen carry trade which over time found its way into risk-on assets software crypto and even private credit in search of yield spreads. When funding conditions tighten or volatility spikes everything financed the same way ends up getting sold together. If you look at the timing the broader pressure since the yen carry trade started unwinding about a quarter ago and roughly lines up with the"
X Link 2026-02-06T03:50Z 190.6K followers, 92.5K engagements
"RT @eliant_capital: Theres nothing better than buying staples at 40X earnings to stay safe away from the Mag-7 trading at 20X earnings"
X Link 2026-02-06T07:51Z [---] followers, [--] engagements
"Theres nothing better than buying staples at 40X earnings to stay safe away from the Mag-7 trading at 20X earnings"
X Link 2026-02-06T03:23Z 181K followers, 104.4K engagements
"$RKLB / $RDW / $LUNR / $VOYG The House Committee unanimously approved the NASA Reauthorization Act of [----]. This bipartisan bill authorizes approximately $24.5B for NASA for FY [----] focusing on a Moon to Mars strategy and the transition of Low Earth Orbit (LEO) to commercial sectors. This signals a shift away from NASA owning toward NASA buying. https://twitter.com/i/web/status/2019228951877419075 https://twitter.com/i/web/status/2019228951877419075"
X Link 2026-02-05T01:57Z 45.5K followers, 15.4K engagements
"People have different views about Jesse Livermore. Worth $100M at the peak ($2B in today's $) but he died broke. His book is the most impactful markets book I have ever read and is recommended by Paul Tudor Jones and William J. O'Neil. The page below forever changed my approach to markets. https://twitter.com/i/web/status/2017650767054737647 https://twitter.com/i/web/status/2017650767054737647"
X Link 2026-01-31T17:26Z 111K followers, 77.4K engagements
"BUBBLE 🤣 *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML *ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML"
X Link 2026-01-28T07:15Z [---] followers, [---] engagements
"*ASML POSTS NEW ORDERS/BOOKINGS AT [-----] BILLION VS. [----] BILLION ESTIMATE $ASML"
X Link 2026-01-28T06:25Z 370.8K followers, 184.7K engagements
"@ThematicTrader interesting as on latest presentation $shmd appears ready for $intc"
X Link 2026-01-27T15:46Z 44.7K followers, [---] engagements
"$RDW Even if Redwire lands 0.5% of an award from the 151b Defense SHIELD program That's instant double valuation. The risk/reward in this name is among the best in the defense/space theme"
X Link 2026-01-27T14:56Z [---] followers, [---] engagements
"$lpth Institutionals given Institutionals taken just like how death is the natural cleaning system of humanity- massive flows led to a crowded positioning. usually sacrificing the retail money first so can mean reverse back and normalcy growth realize This is why the thesis you build must be solid so you would withstand the tailwinds whether hopefully multi factor base thesis exists or rational technical flows unwind positioning In 1-2 years timeframe Im very positive on LightPath ability to deliver and become prominent component in the defense landscape"
X Link 2026-01-27T08:34Z [---] followers, [---] engagements
"My other speculation is: Skywater was held mostly by a private equity firm- Oxbow CMI. We know Loren Unterseher wanted out of his stake and so Oxbow have been selling for the past [--] years consistently Now in a classic PE fashion making 3X-4X exit on their initial investment after it matured enough gave them enough reasons to vote for a bye bye sale on board $SKYT $IONQ Tbh this buy out price is absurdly low on $skyt. Basically they are buying it existing Fab [--] facilities are at. There is none of the optionality of the quantum fabrication which I always felt would take the stock the low 50s"
X Link 2026-01-26T12:30Z [---] followers, 10.5K engagements
"Tbh this buy out price is absurdly low on $skyt. Basically they are buying it existing Fab [--] facilities are at. There is none of the optionality of the quantum fabrication which I always felt would take the stock the low 50s"
X Link 2026-01-26T12:02Z [----] followers, 14.3K engagements
"@midascabal Everyone is an Anduril supplier or Nvidia partner. Everyone"
X Link 2026-01-25T23:57Z [----] followers, [---] engagements
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