#  @samsolid57 Sam Badawi Sam Badawi's company, Nebius ($NBIS), is making significant strides in the tech industry, particularly with its AI training platform and partnerships with major companies like Uber, Microsoft, and Amazon. Recently, $NBIS has seen a surge in growth, heading towards an all-time high, with increasing attention from investors and analysts. Its CEO, Andy Jassy, is optimistic about the company's future, especially with its expansion into Latin America and growing capacity to support AI infrastructure. ### Engagements: [-------] [#](/creator/twitter::1241543417093451776/interactions)  - [--] Week [---------] +58% - [--] Month [---------] +39% - [--] Months [----------] +280% - [--] Year [----------] +3,831% ### Mentions: [---] [#](/creator/twitter::1241543417093451776/posts_active)  - [--] Week [---] -7.60% - [--] Month [---] +30% - [--] Months [-----] +29% - [--] Year [-----] +365% ### Followers: [-------] [#](/creator/twitter::1241543417093451776/followers)  - [--] Week [------] +0.53% - [--] Month [------] +3.20% - [--] Months [------] +111% - [--] Year [------] +735% ### CreatorRank: [------] [#](/creator/twitter::1241543417093451776/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1111 [technology brands](/list/technology-brands) #7652 [finance](/list/finance) #3494 [cryptocurrencies](/list/cryptocurrencies) #1791 [automotive brands](/list/automotive-brands) 5.98% [social networks](/list/social-networks) 3.65% [currencies](/list/currencies) #4252 [countries](/list/countries) 2.33% [celebrities](/list/celebrities) 1.66% [financial services](/list/financial-services) #530 **Social topic influence** [$amzn](/topic/$amzn) #20, [ai](/topic/ai) #4907, [$nbis](/topic/$nbis) #25, [$googl](/topic/$googl) #197, [market](/topic/market) #917, [$meta](/topic/$meta) #27, [$msft](/topic/$msft) #35, [amzn](/topic/amzn) #55, [$iren](/topic/$iren) #20, [meta](/topic/meta) #1791 **Top accounts mentioned or mentioned by** [@amitisinvesting](/creator/undefined) [@wolf_financial](/creator/undefined) [@william_r2rclub](/creator/undefined) [@bitget](/creator/undefined) [@grok](/creator/undefined) [@frameworkwisely](/creator/undefined) [@mikeschiemer](/creator/undefined) [@jbulltard1](/creator/undefined) [@stevenfiorillo](/creator/undefined) [@ilzmcfly](/creator/undefined) [@stupkastanislav](/creator/undefined) [@saynototrading](/creator/undefined) [@twoeraserheads](/creator/undefined) [@meme0rable](/creator/undefined) [@mukund](/creator/undefined) [@stockmeetups](/creator/undefined) [@austinsstocks](/creator/undefined) [@rokajoska](/creator/undefined) [@wolfryan](/creator/undefined) [@stockmarketnerd](/creator/undefined) **Top assets mentioned** [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Iris Energy Limited (IREN)](/topic/$iren) [Tesla, Inc. (TSLA)](/topic/$tsla) [Orochi Network (ON)](/topic/$on) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Micron Technology, Inc. (MU)](/topic/$mu) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Bitcoin (BTC)](/topic/$btc) [Applied Materials, Inc. (AMAT)](/topic/$amat) [ZetaChain (ZETA)](/topic/$zeta) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Ethereum (ETH)](/topic/$eth) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Salesforce Inc (CRM)](/topic/$crm) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Now Coin (NOW)](/topic/$now) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Taiwan Semiconductor (TSM)](/topic/$tsm) [AppLovin Corporation (APP)](/topic/$app) [Sandisk Corporation (SNDK)](/topic/$sndk) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Reddit, Inc. (RDDT)](/topic/$rddt) [Novo-Nordisk (NVO)](/topic/$nvo) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Arista Networks Inc (ANET)](/topic/$anet) [Texas Instruments (TXN)](/topic/$txn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Adobe, Inc. (ADBE)](/topic/$adbe) [ARK Innovation ETF (ARKK)](/topic/$arkk) [RAI Finance (SOFI)](/topic/$sofi) [Advanced Micro Devices (AMD)](/topic/$amd) [Western Digital Corp (WDC)](/topic/$wdc) [Snowflake Inc. (SNOW)](/topic/$snow) [Cloudflare, Inc. (NET)](/topic/$net) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Applied Digital Corp. (APLD)](/topic/$apld) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [ON Semiconductor, Corp. (ON)](/topic/on-semiconductor) [Brookfield Corporation (BN)](/topic/$bn) [MercadoLibre Inc (MELI)](/topic/$meli) [NuCypher (NU)](/topic/$nu) [Teradyne, Inc. (TER)](/topic/$ter) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [MP Materials Corp. (MP)](/topic/$mp) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) ### Top Social Posts Top posts by engagements in the last [--] hours "CANDIDATES FOR $SPX INCLUSION TODAY AT 5:15 PM ET With $CVX officially completing its acquisition of $HESS a spot just opened up in the S&P [---]. $APP Applovin $HOOD Robinhood $CVNA Carvana $ARES Ares Management $CPNG Coupang $VRT Vertiv $VEEV Veeva Systems" [X Link](https://x.com/samsolid57/status/1946270604841369661) 2025-07-18T18:07Z 36.9K followers, 35.6K engagements "$BYND REPORTEDLY FILES FOR CHAPTER [--] BANKRUPTCY Stock is more fake than their meat at this point. Down 10.4% AH" [X Link](https://x.com/samsolid57/status/1956111786907984073) 2025-08-14T21:52Z 37K followers, 378.4K engagements "HIMS LAUNCHES NEW RX TESTOSTERONE COMPOUNDS LAUNCH & AT-HOME LABS $HIMS [-----] +8.4%" [X Link](https://x.com/samsolid57/status/1963246622931837348) 2025-09-03T14:24Z 36.9K followers, 93.1K engagements "$TMQ INTERIOR SECRETARY ANNOUNCES US INVESTMENT IN TRILOGY METALS Stock was up as much as 211% AH" [X Link](https://x.com/samsolid57/status/1975298069781766230) 2025-10-06T20:32Z 36.9K followers, 24K engagements "$CFLT IS UP 16% OVERNIGHT AFTER RECEIVING ACQUISITION INTEREST AND IS NOW EXPLORING A SALE PER REUTERS This is a familiar playbook for small to mid-cap software names with strong growth. Weve seen it before with $HCP bought by $IBM $SPLK taken out and $NEWR acquired by private equity. Id expect any deal here to carry a premium north of $25-30 per share. https://twitter.com/i/web/status/1975754948123275622 https://twitter.com/i/web/status/1975754948123275622" [X Link](https://x.com/samsolid57/status/1975754948123275622) 2025-10-08T02:47Z 37K followers, 23.8K engagements "$AMZN LAUNCHES PHARMACY KIOSKS AT CLINICS IN LA Smart move by Amazon to capitalize on recent pharmacy store closures in Los Angeles including $WBA Walgreens $CVS and $RADCQ Rite Aid" [X Link](https://x.com/samsolid57/status/1975886813350003022) 2025-10-08T11:31Z 36.8K followers, [----] engagements "$BMNR CHAIR TOM LEE WARNS OF ANOTHER FLUSH ON MONDAY BUT WOULD BE HIGHER NEXT WEEK $GRNY could set up nicely if it bounces. He also noted that markets rarely bottom on a Friday. What are you guys planning to buy" [X Link](https://x.com/samsolid57/status/1977055473917669600) 2025-10-11T16:55Z 36.9K followers, 346.7K engagements "EOS ENERGY LAUNCHES $500M FINANCING PACKAGE $EOSE shares dropped roughly 9% AH after announcing a registered direct equity offering and a $500M private sale of 6.75% [----] convertible senior notes" [X Link](https://x.com/samsolid57/status/1990903130197012902) 2025-11-18T22:01Z 36.9K followers, 105.9K engagements "$SNDK WILL BE ADDED TO THE S&P [---] $SPY will include Sandisk and replace $IPG this Friday. The stock is up 10% AH" [X Link](https://x.com/samsolid57/status/1993084064761622638) 2025-11-24T22:27Z 36.9K followers, [----] engagements "Be careful which miner you invest in. My money is on $IREN. I like $CIFR too but I dont have a position right now. My preference leans toward operators that control the full stack including the software layer. Thats why $NBIS sits at the top of my list" [X Link](https://x.com/samsolid57/status/1994076238818992634) 2025-11-27T16:09Z 36.9K followers, 80.1K engagements "Pure Storage - Q3 [----] Earnings $PSTG [-----] -10.4% AH ✅ Revenue: $762.8M (Est: $957M) +16% YoY ✅ EPS: $0.50 (Est: $0.45) Additional Metrics: - Subscription ARR: $1.51B +25% YoY - Operating Margin: 17.5% +2.1 pp YoY - FCF Margin: 26.5% +2.6 pp YoY Q4 [----] Guidance: ❌ Revenue: $910M (Est: $962.5M) ⚪ EPS: $0.48-0.56 FY2026 Guidance: ✅ Revenue: $2.91B (Raised from $2.82B Est: $2.90B) ⚪ EPS: $1.31-1.39 Segment Highlights: - Continued growth in Evergreen One and subscription services - GAAP net income improved to $75M vs $58M YoY - Cash & short-term investments: $1.6B - Share repurchase of $250M" [X Link](https://x.com/samsolid57/status/1995966578412978332) 2025-12-02T21:21Z 36.8K followers, [----] engagements "$META TRIVIA QUESTION What happens to Operating Income next quarter" [X Link](https://x.com/samsolid57/status/1996639813316104499) 2025-12-04T17:56Z 36.9K followers, [----] engagements "MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best risk-reward setups in the space. Free Cash Flow Margins $ZETA 12% $CRM 32% $ADBE 41% $HUBS 22% $BRZE 5% $KVYO 15%" [X Link](https://x.com/samsolid57/status/1997383970531729846) 2025-12-06T19:13Z 36.9K followers, 18.8K engagements "$BRZE IS UP 8% AH AFTER A TRIPLE BEAT Guiding for 23% growth in FY2026 FCF Margins at 9.3% MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best risk-reward setups in the space. Free Cash Flow Margins $ZETA 12% $CRM 32% https://t.co/Kkvto4D7Yn MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best" [X Link](https://x.com/samsolid57/status/1998502201514422773) 2025-12-09T21:17Z 36.8K followers, [----] engagements "EV is coming back for [----] with $RIVN and $TSLA. Who is developing their chip Curious. Power-chip companies: $NVTS $ON $WOLF $SITM I do wonder if it is one of these guys. Very long ON Semiconductor. Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6 Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6" [X Link](https://x.com/samsolid57/status/1999166054631977018) 2025-12-11T17:15Z 36.9K followers, [----] engagements "$ZS Zscaler is now 32% from its recent ATHs. Not nearly as close as the 80% drawdown after 2021" [X Link](https://x.com/samsolid57/status/2005713471476998473) 2025-12-29T18:52Z 36.9K followers, [----] engagements "Cathie Wood sees an opportunity in $TWST heading into year end with exposure through $ARKK and $ARKG. Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T" [X Link](https://x.com/samsolid57/status/2006202015588737220) 2025-12-31T03:13Z 36.9K followers, [----] engagements "$BN Brookfield plans to start a cloud business to lower AI infrastructure costs per The Information" [X Link](https://x.com/samsolid57/status/2006425347429183673) 2025-12-31T18:00Z 37K followers, 41.9K engagements "$BN BROOKFIELD ENTERS CLOUD AI ARENA Brookfield is planning to launch a cloud business called Radiant building on its previously announced $100B AI infrastructure program. Backed by partnerships with investment firms and $NVDA the strategy is to own more of the AI value chain and lower costs by controlling the physical infrastructure that AI actually runs on. Is Brookfield the AI play for [----] They already own nuclear assets like Westinghouse which gives them exposure to long-duration power an increasingly critical resource for AI. Entering cloud services allows Brookfield to offer compute" [X Link](https://x.com/samsolid57/status/2006426259346305401) 2025-12-31T18:04Z 36.9K followers, [----] engagements "Here are some of the worst performing stocks this year. $TTD -67.40% $FISV -67.14% $DECK -49.24% $IT -47.86% $ARE -47.74% $LULU -45.35% $MOH -43.36% $CHTR -39.56% $FDS -38.47% $DOW -37.64%" [X Link](https://x.com/samsolid57/status/2006444143619485850) 2025-12-31T19:15Z 36.9K followers, [----] engagements "When $TSLA $RIVN $XPEV and other EV stocks rally $ON Semiconductor rallies. More EVs = More power chips. See you at $100" [X Link](https://x.com/samsolid57/status/2007044803595481120) 2026-01-02T11:02Z 36.9K followers, 10.2K engagements "Cathie Wood is buying more $TEM in $ARKK and $ARKG after a near 40% drawdown. Is it time Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5 Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5" [X Link](https://x.com/samsolid57/status/2007521696274887064) 2026-01-03T18:37Z 36.9K followers, 10.9K engagements "For anyone looking for a dive into sports gambling and prediction markets discussion join the new Wolf EU spaces happening right now $FLUT Parent company that owns Fanduel $HOOD Prediction markets $DKNG Draftkings $MGM $LVS Kalshi Polymarkets and more Start your day with us this Thursday at [--] AM EST on Spaces Topic: WOLF EU Space SPACE: https://t.co/2jUR1E9hDL HOST: @WOLF_Financial Co-Host: @3vatronic Speakers: @TraderAlex95 @db_fink @TraderWarner @Cryptonews_ETH @samsolid57 Start your day with us this Thursday at [--] AM EST on Spaces Topic: WOLF EU Space SPACE: https://t.co/2jUR1E9hDL HOST:" [X Link](https://x.com/samsolid57/status/2009238383533674871) 2026-01-08T12:18Z 36.8K followers, [----] engagements "Tons of AH movers $RVMD +14.81% $GRMN +6.91% $RKT +6.59% $NLY +2.92% $DRS +2.73% $OPEN +11.82% $OSCR +7.22%" [X Link](https://x.com/samsolid57/status/2009417987187736735) 2026-01-09T00:12Z 36.8K followers, [----] engagements "Here is the reality of capping credit card interest rates at 10%. Lenders and consumer finance platforms like $SOFI $AXP $COF $DFS $NU and $MELI along with issuing banks such as $JPM $BAC $C and $WFC rely on risk-based pricing to cover credit losses funding costs fraud and operating margins. Cap rates too low and large portions of unsecured consumer credit immediately become uneconomic. When lenders cannot price for risk losses rise and credit availability contracts. That hits earnings pressures stock prices and eventually forces companies to raise debt or equity at unfavorable terms. This is" [X Link](https://x.com/samsolid57/status/2009836859166445766) 2026-01-10T03:57Z 36.9K followers, 320K engagements "TEMPUS AI POSTS RECORD $1.1B CONTRACT VALUE IN PRE-EARNINGS RELEASE $TEM closed [----] with record Total Contract Value above $1.1B driven by strong pharma demand and 31% YoY growth in data and applications revenue to roughly $316M. Net revenue retention of 126% highlights expanding customer relationships and visibility into [----] growth. Stock is moving overnight https://twitter.com/i/web/status/2010529740155928943 https://twitter.com/i/web/status/2010529740155928943" [X Link](https://x.com/samsolid57/status/2010529740155928943) 2026-01-12T01:50Z 37K followers, 16.5K engagements "Cathie Wood did some rebalancing across $ARKK and $ARKW rotating out of mega-cap exposure and trimming defense. She sold about $37.9M of $TSLA and bought $39M of $AVGO She also sold some $KTOS $TSM $TER. Cathie Wood and Ark Invest sold [-----] shares of Tesla $TSLA today in $ARKK Cathie Wood and Ark Invest bought [------] shares of Broadcom $AVGO today in $ARKK https://t.co/182Oe1BVMe Cathie Wood and Ark Invest sold [-----] shares of Tesla $TSLA today in $ARKK Cathie Wood and Ark Invest bought [------] shares of Broadcom $AVGO today in $ARKK https://t.co/182Oe1BVMe" [X Link](https://x.com/samsolid57/status/2011607185747550639) 2026-01-15T01:11Z 36.9K followers, [----] engagements "Cathie Wood sold some $KTOS out of $ARKK and $ARKQ yesterday ahead of todays brutal -6.3% move. She also bought some $AMD in $ARKX yesterday which is up 7.7% today. Here's every move Cathie Wood and Ark Invest made in the stock market today 1/20 https://t.co/PjjjfjkERJ Here's every move Cathie Wood and Ark Invest made in the stock market today 1/20 https://t.co/PjjjfjkERJ" [X Link](https://x.com/samsolid57/status/2014110348559917083) 2026-01-21T22:58Z 36.9K followers, [----] engagements "Which stock would you categorize as a Class A dumpster fire right now" [X Link](https://x.com/samsolid57/status/2014899855077019943) 2026-01-24T03:15Z 36.9K followers, 18.3K engagements "ARE $ADBE & $DUOL LOSING THEIR LEADERSHIP I found an interesting datapoint yesterday on @Similarweb. [--]. Duolingo is gradually losing global traffic YoY and just saw its largest recent weekly decline. At the same time the broader education app category is seeing rising traffic which makes the divergence notable. [--]. On the design side Adobe is also seeing declining global traffic. However the entire design software category is trending lower suggesting this may be more of a sector-wide slowdown than an Adobe Expressspecific issue. Just sharing the data here. I do not have positions in either" [X Link](https://x.com/samsolid57/status/2015395758359425471) 2026-01-25T12:06Z 36.8K followers, 24.2K engagements "DATACENTER BILL OF MATERIALS DISTRIBUTION Power & Cooling $LGND $VRT Servers $CSCO $NVDA $SMCI Networking $FTNT $PANW $ANET Storage $WDC $DELL $PSTG Backup / DR $CVLT $RBRK Software $WCC $COMM Racks & Cable $HPE DELL" [X Link](https://x.com/samsolid57/status/2015445581489946655) 2026-01-25T15:24Z 36.9K followers, [----] engagements "$RVMD is down nearly 20% overnight after reports that $MRK is walking away from the proposed $30B deal" [X Link](https://x.com/samsolid57/status/2015597662234726637) 2026-01-26T01:28Z 36.8K followers, [----] engagements "LEMONADE KEEPS CLIMBING $LMND is up from less than a year ago as the insurance TAM remains ripe for disruption especially among younger digital-first customers. The $TSLA partnership helps accelerate this giving Tesla drivers access to materially lower per-mile pricing tied to FSD. I covered this on last weeks Solid Report. New episode tomorrow at 2:45 PM EST. Full episode below https://twitter.com/i/web/status/2015608781896617991 https://twitter.com/i/web/status/2015608781896617991" [X Link](https://x.com/samsolid57/status/2015608781896617991) 2026-01-26T02:12Z 36.8K followers, 10.2K engagements "CRITICAL MINERALS POWERING THE AI BUILDOUT These materials are essential to AI infrastructure from data centers to power and batteries making supply control and domestic production strategically critical. Rare Earth Developers: $MP $IDR $USAR Rare Earth Producers: $CRML $TMC $TMRC $UAMY $NB $UUUU $AREC $PPTA $IPX Antimony: $NVA $UAMY Copper: $SCCO $IE $TGB $ERO $HBM $TMQ $FCX Cobalt and Silver Mining Operators: $GLNCY $ELBM Lithium: $ALB $LAC $SGML $IONR $SQM $RIO $ATLX $SLI $ABAT Uranium: $LEU $URG $UUUU $DNN $UEC $ISOU $AEC $NXE $UROY $EU $CCJ" [X Link](https://x.com/samsolid57/status/2015761698146124031) 2026-01-26T12:20Z 36.8K followers, [----] engagements "$IONQ is acquiring $SKYT SkyWater Technology in a $1.8B deal at $35 per share made up of $15 in cash and $20 in IonQ stock" [X Link](https://x.com/samsolid57/status/2015786052984975515) 2026-01-26T13:57Z 36.9K followers, [----] engagements "$NVDA WILL INVEST $2B IN $CRWV STOCK AT $87.20 PER SHARE The partnership is designed to accelerate the buildout of more than 5GW of AI data center capacity by [----] supporting AI adoption at global scale. The infrastructure will be powered entirely by NVDA compute" [X Link](https://x.com/samsolid57/status/2015789750570135656) 2026-01-26T14:11Z 36.8K followers, [----] engagements "$META bears 🐻 everytime" [X Link](https://x.com/samsolid57/status/2015821236199375292) 2026-01-26T16:16Z 36.8K followers, 22.3K engagements "Bullish for $MRVL if they designed this chip. But as always $TSM and $AVGO take the cake. JUST IN: Microsoft $MSFT unveils MAIA [---] AI inference chip. Another Mag [--] goes in-house 🚨 $NVDA https://t.co/oofBqAPRMX JUST IN: Microsoft $MSFT unveils MAIA [---] AI inference chip. Another Mag [--] goes in-house 🚨 $NVDA https://t.co/oofBqAPRMX" [X Link](https://x.com/samsolid57/status/2015822377003991512) 2026-01-26T16:21Z 36.9K followers, 12.3K engagements "OpenAIs ChatGPT sources nearly 50% of its factual inputs from $GOOGL and YouTube. Roughly 40% comes from $RDDT with the remainder drawn from platforms like $META $AMZN and other databases" [X Link](https://x.com/samsolid57/status/2015868522652696773) 2026-01-26T19:24Z 36.8K followers, 13.7K engagements "$CRM Salesforce is up 1.5% overnight after the U.S. Army awarded the company a $5.6B 10-year contract. Wait wasnt software dead" [X Link](https://x.com/samsolid57/status/2015972570722664935) 2026-01-27T02:18Z 36.8K followers, 13.5K engagements "Patience can be VERY rewarding. $NBIS at [---] vs [--] $PLTR at [---] vs [--] $SNOW at [---] vs [---] $IREN at [--] vs 45" [X Link](https://x.com/samsolid57/status/2015977381857747253) 2026-01-27T02:37Z 36.8K followers, 15.1K engagements "$AMZN AWS is the largest hyperscaler in the world bigger than $GOOGL Cloud and $MSFT Azure. The real question is simple. are you ready for it to reaccelerate AWS isnt just a cloud provider its a full-stack platform that keeps widening. The first decade of the 21st century was about cloud conversion. The second decade was about cloud optimization. The third decade is about vertical expansion deeper industry-specific workloads data and AI. The fourth decade will be about horizontal expansion AWS touching everything everywhere. And by the fifth decade we wont recognize the world were living in" [X Link](https://x.com/samsolid57/status/2016140164867760367) 2026-01-27T13:24Z 36.8K followers, 26.7K engagements "What in Sam Darnold is happening to $UNH" [X Link](https://x.com/samsolid57/status/2016147177056436439) 2026-01-27T13:51Z 36.8K followers, [----] engagements "$NET Cloudflare isnt cheap. But its also not wildly mispriced when you frame it through the lens of AI inference and real-time internet traffic. Inference requires fast low-latency communication. Your device isnt just running locally its constantly querying models in the cloud often from providers like Anthropic. That traffic needs to move instantly and thats where Cloudflare sits. It touches roughly 30% of global internet traffic operates massive edge infrastructure caches data closer to users and reduces the need for requests to travel back and forth across centralized clouds. That speed" [X Link](https://x.com/samsolid57/status/2016149247645675604) 2026-01-27T14:00Z 36.8K followers, [----] engagements "@amitisinvesting Way better opportunity in the market. But we can discuss on Sunday over a bear with Mr. @KrisPatel99 and milkman" [X Link](https://x.com/samsolid57/status/2016190885227266277) 2026-01-27T16:45Z 36.8K followers, [----] engagements "So $RDDT is down either due to the EU increasing scrutiny on social media platforms for minors or because Cleveland Research flagged a potential slowdown in advertising revenue this year. Either way the stock is back below $200. OpenAIs ChatGPT sources nearly 50% of its factual inputs from $GOOGL and YouTube. Roughly 40% comes from $RDDT with the remainder drawn from platforms like $META $AMZN and other databases. https://t.co/mK0CVuXGLC OpenAIs ChatGPT sources nearly 50% of its factual inputs from $GOOGL and YouTube. Roughly 40% comes from $RDDT with the remainder drawn from platforms like" [X Link](https://x.com/samsolid57/status/2016193426119938350) 2026-01-27T16:55Z 36.8K followers, [----] engagements "Me everytime people panic sell $MELI" [X Link](https://x.com/samsolid57/status/2016229957945721310) 2026-01-27T19:20Z 36.9K followers, [----] engagements "President Trump expressed optimism around a weaker U.S. dollar $DXY while noting that it can move up and down like a yo-yo" [X Link](https://x.com/samsolid57/status/2016259514157408628) 2026-01-27T21:18Z 36.8K followers, [----] engagements "@stocksnipa Crazy move man. $ON is coming from declining revenue to compressing margins but have been guiding for [----] to be 10-12 growth and expanding margins. Market is definitely picking up on it" [X Link](https://x.com/samsolid57/status/2016272582774030595) 2026-01-27T22:10Z 36.8K followers, [---] engagements "Perfect. Now squeeze the $INTC bears another 20% REPORT: Nvidia $NVDA is collaborating with Intel $INTC on next-gen Feynman chip architecture for release in [----]. https://t.co/hRZ0NR3PCq REPORT: Nvidia $NVDA is collaborating with Intel $INTC on next-gen Feynman chip architecture for release in [----]. https://t.co/hRZ0NR3PCq" [X Link](https://x.com/samsolid57/status/2016294380324470829) 2026-01-27T23:36Z 36.8K followers, 53.5K engagements "@amitisinvesting Now bring the dollar lower into mid terms" [X Link](https://x.com/samsolid57/status/2016308247641391284) 2026-01-28T00:32Z 36.8K followers, [----] engagements "$INTC gets $5B Anthropic gets $10B Anthropic increases to $20B OpenAI to get $30B Who has $40B *SOFTBANK IN TALKS TO INVEST AN ADDITIONAL $30 BILLION INTO OPENAI *SOFTBANK IN TALKS TO INVEST AN ADDITIONAL $30 BILLION INTO OPENAI" [X Link](https://x.com/samsolid57/status/2016310221669597281) 2026-01-28T00:39Z 36.8K followers, [----] engagements "ASML - Q4 [----] Earnings $ASML [-------] +8.61% ON ✅ Revenue: 9.72B (Est: 9.57B) ✅ Bookings: 13.16B (Est: 6.85B) FY2026 Guidance: ✅ Revenue: 34B-39B (Est: 35.15B) Updates: - Announced new share buyback program of up to 12B through end of 2028" [X Link](https://x.com/samsolid57/status/2016394031971107063) 2026-01-28T06:12Z 37K followers, 18.3K engagements "HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data center infrastructure in the U.S. Microchip Technology Industrial and automotive MCU demand improves as long-cycle analog orders normalize in U.S.-centric end markets. onsemi EV power SiC and energy infrastructure exposure aligns directly with the recovery TXN is signaling. STMicroelectronics Automotive and industrial analog" [X Link](https://x.com/samsolid57/status/2016504809113768184) 2026-01-28T13:33Z 36.9K followers, [----] engagements "Here is what I am watching for in the FOMC meeting: Markets expect the Fed to hold rates steady this week with policymakers signaling patience as last years cuts work through the economy and futures pricing still points to one or two cuts later this year. The bigger focus is the rising political pressure around Chair Powell and Fed leadership and whether this pause is a temporary wait-and-see stance or the start of a longer hold despite an easing bias. https://twitter.com/i/web/status/2016516659826028857 https://twitter.com/i/web/status/2016516659826028857" [X Link](https://x.com/samsolid57/status/2016516659826028857) 2026-01-28T14:20Z 36.8K followers, [----] engagements "$META dip buyers rn" [X Link](https://x.com/samsolid57/status/2016629729877708999) 2026-01-28T21:49Z 36.8K followers, 21.6K engagements "Per Reuters: The Trump administration is backing away from minimum price guarantees for U.S. critical minerals projects. Rare earth stocks hit after hours. $CRML -6.74% $MP -6.79% $USAR -7.78% $UAMY -4.12% $UUUU -7.76%" [X Link](https://x.com/samsolid57/status/2016646772714828211) 2026-01-28T22:57Z 36.8K followers, 13.7K engagements "$NOW beats across the board expands profitability and raises guidance. Stock down 4%. $TSLA misses revenue says its spending even more money than expected and continues burning cash faster. Stock up 3%. The market remains undefeated" [X Link](https://x.com/samsolid57/status/2016718884347531509) 2026-01-29T03:43Z 36.8K followers, 12.3K engagements "Great day to be long analog semis $ON $TXN $NXPI STMicroelectronics - Q4 [----] Earnings ✅ Revenue: $3.33B (Est: $3.28B) ✅ Gross Margin: 35.2% (Est: 35.1%) Q1 [----] Guidance: ✅ Revenue: $3.04B (Est: $2.92B) ✅ Gross Margin: 33.7% (Est: 33.3%) HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data https://t.co/nRcTYrbt01 HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and" [X Link](https://x.com/samsolid57/status/2016756242128175179) 2026-01-29T06:12Z 37K followers, [----] engagements "Its not just SaaS getting crushed fintech is right there with it. $SPY +1.98% $QQQ +3.08% Meanwhile fintech: $AFRM -11.7% $FOUR -4.3% $KLAR -10.7% $PYPL -7.0% $SOFI -10.4% $TOST -6.3% $XYZ -1.4% Breadth matters. This market is telling you exactly where it wants to be" [X Link](https://x.com/samsolid57/status/2016856886453084568) 2026-01-29T12:52Z 37K followers, [----] engagements "$MSFT Azure is accelerating where it matters most. Growth holding near 40% alongside a sharp increase in commercial bookings and RPO points to durable multi-year demand visibility even as margins reflect continued investment to support that scale. The question now is how $GOOGL Cloud and $AMZN AWS stack up as they report and whether they show the same depth of forward demand. https://twitter.com/i/web/status/2016879275178176515 https://twitter.com/i/web/status/2016879275178176515" [X Link](https://x.com/samsolid57/status/2016879275178176515) 2026-01-29T14:21Z 36.8K followers, [----] engagements "Dips bought ✅ $ZETA $AMZN" [X Link](https://x.com/samsolid57/status/2016923466289860961) 2026-01-29T17:16Z 36.8K followers, [----] engagements "Microsofts WORST DAY In [--] Years The Solid Report $META $MSFT $TSLA $NOW $RBRK $CRM $CRML $MP $UUUU $MU $SNDK $ON $TXN https://www.youtube.com/watchv=x6FcU80FuNk https://www.youtube.com/watchv=x6FcU80FuNk" [X Link](https://x.com/samsolid57/status/2016954409482326222) 2026-01-29T19:19Z 36.8K followers, 13.8K engagements "$NU RECEIVES APPROVAL TO ESTABLISH A U.S. NATIONAL BANK" [X Link](https://x.com/samsolid57/status/2016958614280507881) 2026-01-29T19:36Z 36.9K followers, 67.4K engagements "$TSLA ADDS $55B IN MARKET CAP AFTER ELON TWEETS YEAH CONFIRMING A SPACEX x XAI MERGER Elon: Yeah Market: +$55B +4% AH" [X Link](https://x.com/samsolid57/status/2017001012121522178) 2026-01-29T22:24Z 36.9K followers, 82.7K engagements "There is a 94% chance Trump is going to pick Kevin Warsh. If he does you better buckle up. He is a big hawk. This is why markets are pulling back. But things happen at the 11th hour. Will explain more tomorrow" [X Link](https://x.com/samsolid57/status/2017144227386576933) 2026-01-30T07:53Z 36.8K followers, 16.3K engagements "Gut punching reaction to $U from the $GOOGL news $GOOGL Gemini is taking market share of AI across all products with the release of Genie [--]. https://t.co/R26Sj0vDU7 $GOOGL Gemini is taking market share of AI across all products with the release of Genie [--]. https://t.co/R26Sj0vDU7" [X Link](https://x.com/samsolid57/status/2017291626364998136) 2026-01-30T17:39Z 36.9K followers, [----] engagements "@SayNoToTrading Sheeeesh" [X Link](https://x.com/samsolid57/status/2017638471481839992) 2026-01-31T16:37Z 36.9K followers, [----] engagements "@SayNoToTrading $AXON is trading at the level I bought it at last April and a much better business. Its just terrible sentiment for software right now. Babies get thrown out with the bath water" [X Link](https://x.com/samsolid57/status/2017664905277538776) 2026-01-31T18:22Z 36.9K followers, [---] engagements "Welcome to a new era of human transportation. Hard to be bearish long term on $GOOGL and $TSLA as they shape the future of autonomous ride sharing. $UBER and $LYFT will continue to aggregate demand increasingly powered by platforms like Waymo and $NBIS Avride. Market meltdowns are opportunities not sell signals for the convicted. https://x.com/Waymo/status/1989030563710136746/video/1 https://x.com/Waymo/status/1989030563710136746/video/1" [X Link](https://x.com/samsolid57/status/2017691896525529377) 2026-01-31T20:10Z 36.9K followers, [----] engagements "How Im feeling about $AMZN calls I bought last week" [X Link](https://x.com/samsolid57/status/2018153225749443038) 2026-02-02T02:43Z 37K followers, 41.9K engagements "Just a $31T economy growing at 4.2% Probably nothing" [X Link](https://x.com/samsolid57/status/2018358882234732549) 2026-02-02T16:20Z 37K followers, [----] engagements "Live shot of $AMZN calls over my $HOOD bags rn" [X Link](https://x.com/samsolid57/status/2018364691924635819) 2026-02-02T16:43Z 37K followers, 16.3K engagements "$PLTR IS NOW AT A RULE OF [---] Insane" [X Link](https://x.com/samsolid57/status/2018431481383952398) 2026-02-02T21:09Z 36.9K followers, 57.7K engagements "Palantir - Q4 [----] Earnings $PLTR [------] +6.39% AH ✅ Revenue: $1.41B (Est: $1.34B) +70% YoY ✅ EPS: $0.24 (Est: $0.21) Additional Metrics: U.S. Revenue: $1.08B +93% YoY U.S. Commercial revenue: $507M +137% YoY Total contract value: $4.26B +138% YoY Adjusted operating margin: 57% Adjusted free cash flow: $791M 56% margin Cash and investments: $7.2B Q1 [----] Guidance: ⚪ Revenue: $1.532-1.536B ⚪ Adjusted operating income: $870-874M FY2026 Guidance: ⚪ Revenue: $7.182-7.198B +61% YoY ⚪ U.S. commercial revenue: $3.14B +115% YoY ⚪ Adjusted operating income: $4.126-4.142B ⚪ Adjusted free cash flow:" [X Link](https://x.com/samsolid57/status/2018435616435011822) 2026-02-02T21:25Z 36.9K followers, [----] engagements "SpaceX released a press release confirming the completed acquisition valuing xAI at $250B and SpaceX at $1T. The plan includes deploying 100GW of capacity into deep space annually targeting a 1TW run rate for deployed data center capacity over time. 🤯🤯🤯 ✅ SpaceX ✅ ✅ xAI $TSLA SPACEX MERGER WITH xAI CONFIRMED IN COMPANY MEMO $TSLA CEO Elon Musk sent a company-wide memo outlining what comes next. Just think Grok embedded across SpaceX systems riding aboard Starship learning adapting and traveling with humanity as it pushes toward Mars. Wow. https://t.co/l3qlUwl6Z3 SPACEX MERGER WITH xAI" [X Link](https://x.com/samsolid57/status/2018470304222478344) 2026-02-02T23:43Z 36.8K followers, [----] engagements "@amitisinvesting That print was out of this world wow" [X Link](https://x.com/samsolid57/status/2018530269964513536) 2026-02-03T03:41Z 36.8K followers, 15.1K engagements "@WolfRyan @grok @BitCeo Refuses to admit hes wrong just like someone we know on this platform lol Specifically in the bitcoin miner space" [X Link](https://x.com/samsolid57/status/2018544551758356984) 2026-02-03T04:38Z 36.9K followers, [---] engagements "$TER Teradyne reported earnings yesterday after-hours. Up 27% in [--] week. Grew EPS by 93% YoY and Revenue by 43% YoY" [X Link](https://x.com/samsolid57/status/2018679155638833480) 2026-02-03T13:33Z 36.9K followers, [----] engagements "Here is the story of $PYPL CEO Alex Chriss NEW PAYPAL CEO PayPal $PYPL announced today that its board has appointed HP veteran Enrique Lores as president and CEO effective March 1st succeeding Alex Chriss NEW PAYPAL CEO PayPal $PYPL announced today that its board has appointed HP veteran Enrique Lores as president and CEO effective March 1st succeeding Alex Chriss" [X Link](https://x.com/samsolid57/status/2018682050102878402) 2026-02-03T13:44Z 36.8K followers, [----] engagements "@Brian_Stoffel_ Never thought Id see $SE down here again sir" [X Link](https://x.com/samsolid57/status/2018698943585042684) 2026-02-03T14:51Z 36.8K followers, [---] engagements "Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA" [X Link](https://x.com/samsolid57/status/2018766253230600265) 2026-02-03T19:19Z 36.9K followers, 19.5K engagements "@WheelieInvestor When $ZETA is back above $20" [X Link](https://x.com/samsolid57/status/2018798850287473064) 2026-02-03T21:28Z 36.9K followers, [----] engagements "FIRST MEETUP EVER MY MIND IS BLOWN 🤯 The community @amitisinvesting has built is unreal. So many cool people all age groups from all over the world. I uploaded all my photos at the Google Photos link in the reply below - please add yours too so we can relive it 🙏 Grateful to be a part of it. Comment if you attended and what your favorite part was. I cherish every moment with each of you even if it was brief. Shoutout to the crew 🙌 https://twitter.com/i/web/status/2018822912363635160 https://twitter.com/i/web/status/2018822912363635160" [X Link](https://x.com/samsolid57/status/2018822912363635160) 2026-02-03T23:04Z 36.9K followers, 27.5K engagements "1. If someone is down 75% on a stock dont throw shade at them. Its the last thing they want to hear. We all make mistakes. Dont condemn others everyone knows youre not perfect. You arent fooling anyone" [X Link](https://x.com/samsolid57/status/2018858044369842247) 2026-02-04T01:24Z 36.9K followers, [----] engagements "2. I remember the day I sold $ENPH. I bought at $170 and finally sold at $120. Once I sold it became easier to see the flaws in other stocks I was bagholding. As @StockMarketNerd said food will taste better and the air will smell cleaner" [X Link](https://x.com/samsolid57/status/2018858732827099140) 2026-02-04T01:26Z 36.9K followers, [----] engagements "@JLIRL20 @amitisinvesting Last Sunday" [X Link](https://x.com/samsolid57/status/2018884630636851543) 2026-02-04T03:09Z 36.8K followers, [---] engagements "Mentioning $ZETA was a bad joke guys. The market clearly sold off the good news today. Once we break support levels I stop adding to names in perpetuity. And I also cut low conviction names. This is not a low conviction for me. I will be holding but today I will be discussing some plans if we continue the sell off https://twitter.com/i/web/status/2019096670689194424 https://twitter.com/i/web/status/2019096670689194424" [X Link](https://x.com/samsolid57/status/2019096670689194424) 2026-02-04T17:12Z 36.9K followers, [----] engagements "JUST IN: IRAN NUCLEAR TALKS ON FRIDAY WERE CANCELLED" [X Link](https://x.com/samsolid57/status/2019101032811536864) 2026-02-04T17:29Z 36.8K followers, [----] engagements "Nuclear Talks and SaaS Stocks The Solid Report $IGV $PLTR $NOW $SPY $QQQ $AMD $NVDA https://www.youtube.com/watchv=5Sn6OQ4hDWI https://www.youtube.com/watchv=5Sn6OQ4hDWI" [X Link](https://x.com/samsolid57/status/2019126695660487023) 2026-02-04T19:11Z 36.8K followers, [----] engagements "@pennycheck Balance Sheet Expansion Lower Rates" [X Link](https://x.com/samsolid57/status/2019143573107871877) 2026-02-04T20:18Z 36.8K followers, [---] engagements "$GOOGL CLOUD GREW AT 48% And at the same time expanding profitability. Insane" [X Link](https://x.com/samsolid57/status/2019160235731210408) 2026-02-04T21:24Z 36.8K followers, [----] engagements "$GOOGL is projecting [----] CapEx at $180B. And we thought $META was an insane guide. Get ready for $AMZN tomorrow" [X Link](https://x.com/samsolid57/status/2019161512057995287) 2026-02-04T21:29Z 36.9K followers, 27.6K engagements "@SmallCapSnipa All about TPUs rn" [X Link](https://x.com/samsolid57/status/2019189963770982688) 2026-02-04T23:22Z 36.8K followers, [---] engagements "@REXShares Surprised $AAPL was red today but it is a flight to safety" [X Link](https://x.com/samsolid57/status/2019268762328002666) 2026-02-05T04:36Z 36.8K followers, [---] engagements "@twoeraserheads It is science and it must be studied" [X Link](https://x.com/samsolid57/status/2019277771806302644) 2026-02-05T05:11Z 36.8K followers, [---] engagements "More $HIMS and $NVO drama $NVO calling $HIMS basically the corner store drug dealer lol https://t.co/hDPgukSvX3 $NVO calling $HIMS basically the corner store drug dealer lol https://t.co/hDPgukSvX3" [X Link](https://x.com/samsolid57/status/2019449460363870570) 2026-02-05T16:34Z 36.8K followers, [----] engagements "$META: Raising CapEx to $125B $GOOGL: $180B $AMZN in [--] hours" [X Link](https://x.com/samsolid57/status/2019484740936683813) 2026-02-05T18:54Z 36.8K followers, 18.3K engagements "$MOH is down 30% AH Some healthcare stocks getting hit. $UNH -1.35% $OSCR -5%" [X Link](https://x.com/samsolid57/status/2019522420726792202) 2026-02-05T21:24Z 37K followers, [----] engagements "WILD AFTER HOURS ACTION $AMZN -7.8% $IREN -13.0% $RDDT -1.6% from +10% $MSTR no comment $RBLX +23.2% $BE +19.5% $CLSK -8.1% $AFRM -4.6% $FTNT +8.9% $DOCS -31.3% $TEAM -7.1% $BILL +14.7% $SYNA -2.6%" [X Link](https://x.com/samsolid57/status/2019523174065692787) 2026-02-05T21:27Z 37K followers, 18.3K engagements "$BTC $63k $ETH $1.8k" [X Link](https://x.com/samsolid57/status/2019527132612014249) 2026-02-05T21:42Z 36.8K followers, [----] engagements "$AMZN CEO ANDY JASSY "Tranium is a multi billion dollar run rate business which is FULLY subscribed."" [X Link](https://x.com/samsolid57/status/2019541102274179559) 2026-02-05T22:38Z 36.8K followers, 14.3K engagements "$AMZN CEO Andy Jassy on OpenAI Partnership "We announced an agreement with OpenAI in November. We're excited about that agreement. It's a big one. And WE HAVE A LOT OF RESPECT for the company. And we hope to continue to extend our partnership over time. But this you know this AI movement is not going to be a couple companies. It's going to be THOUSANDS of companies over time." $AMZN CAPEX $200B GOTCHA B $AMZN CAPEX $200B GOTCHA B" [X Link](https://x.com/samsolid57/status/2019542781296013564) 2026-02-05T22:44Z 36.8K followers, [----] engagements "@srobo1_ The dollar tree looks a lot different these days" [X Link](https://x.com/samsolid57/status/2019573034613633046) 2026-02-06T00:45Z 36.9K followers, [---] engagements "Trillions lost in market cap and not a care in the world" [X Link](https://x.com/samsolid57/status/2019580619844645307) 2026-02-06T01:15Z 36.9K followers, 12.5K engagements "@sharigordon It was not an official nomination yet" [X Link](https://x.com/samsolid57/status/2019598347305431520) 2026-02-06T02:25Z 36.9K followers, [---] engagements "AAII sentiment just registered its highest Neutral rating in the last year surpassing even April [----]. Remarkable" [X Link](https://x.com/samsolid57/status/2019601405263397242) 2026-02-06T02:37Z 36.8K followers, [----] engagements "@TheRonnieVShow People dont talk about risk management enough" [X Link](https://x.com/samsolid57/status/2019605922910466269) 2026-02-06T02:55Z 36.8K followers, [---] engagements "@StockMarketNerd These jobs are software engineering but its more focused on infrastructure not app development" [X Link](https://x.com/samsolid57/status/2019884601590915397) 2026-02-06T21:23Z 36.9K followers, [----] engagements "Here is the source. so glad I don't own a company that would try to pull off a stunt like this $HIMS https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs" [X Link](https://x.com/samsolid57/status/2019897682324816043) 2026-02-06T22:15Z 36.9K followers, [----] engagements "Congratulations to Tevis and @Futurenvesting for finally getting an interview with @anthonynoto Great weekend material $SOFI We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM" [X Link](https://x.com/samsolid57/status/2019911544931602797) 2026-02-06T23:10Z 36.9K followers, 11K engagements "THE COST OF FABRICATION FOR MEMORY The DRAM industry has become capital-intensive with Samsung SK hynix and $MU controlling over 90% of global production. Fab construction now costs $20B compared to just a few billion a decade ago. This explosion in costs driven by extreme ultraviolet lithography equipment from suppliers like $ASML deposition and etching tools from $AMAT and $LRCX and increasingly complex process technologies has created a barrier to entry so high that only the deepest-pocketed companies can compete. https://twitter.com/i/web/status/2020096723578683743" [X Link](https://x.com/samsolid57/status/2020096723578683743) 2026-02-07T11:26Z 36.9K followers, 42K engagements "DEMAND IS NOT SLOWING DOWN As CapEx accelerates from $AMZN $GOOGL $META and $MSFT the demand for compute continues to increase. $NVDA compute remains in very high demand with top priority given to everything from the fastest Blackwell chips down to Grace Hopper Hopper and beyond" [X Link](https://x.com/samsolid57/status/2020127175614042502) 2026-02-07T13:27Z 36.9K followers, [----] engagements "Anything security or customer facing is mission critical. $CRM and $NOW is debatable actually. Since those are usually internal applications it might not be but every company is different. $MNDY and $TEAM would be mission critical as well. Monday is important for a sales-driven company but even a development/product company it is just as important. Atlassian is also important especially in software companies for development. I would say disruption starts with license based products vs consumption. https://twitter.com/i/web/status/2020375424711414102" [X Link](https://x.com/samsolid57/status/2020375424711414102) 2026-02-08T05:53Z 36.9K followers, [----] engagements "$META is trading at a Forward PE of [--] $SPY is trading at a Forward PE of [--] How does this end up being a bad idea" [X Link](https://x.com/samsolid57/status/2020383895108133274) 2026-02-08T06:27Z 36.9K followers, 11.1K engagements "PETER SCHIFF JUST SAID GOLD IS HEADING TO $20K Which one comes first $BTC Bitcoin 20k $GLD Gold 20k" [X Link](https://x.com/samsolid57/status/2020461356105728172) 2026-02-08T11:35Z 36.9K followers, 13.5K engagements "Kudos to the soon to be former FOMC chair for the original post. Yes. we give credit to people out here. https://x.com/alifarhat79/status/2020136267078398197s=20 A stock Ive been holding for [--] months [--] minute after I sell it https://t.co/ho8FHRj2AL https://x.com/alifarhat79/status/2020136267078398197s=20 A stock Ive been holding for [--] months [--] minute after I sell it https://t.co/ho8FHRj2AL" [X Link](https://x.com/samsolid57/status/2020510229528551648) 2026-02-08T14:49Z 36.9K followers, [----] engagements "@Meme0rable If it wasnt for him there would not be an AWS" [X Link](https://x.com/samsolid57/status/2020550120287375518) 2026-02-08T17:27Z 36.9K followers, [----] engagements "I wish they would do this to $ON but they already did hehe" [X Link](https://x.com/samsolid57/status/2020567015937790262) 2026-02-08T18:34Z 36.9K followers, [----] engagements "@amit_bhandari_ Its been on the back burner for me. Im bullish but it doesnt apply to HBM used in DRAM builds for AI chips. $PSTG is NAND-based flash storage not DRAM on-chip memory" [X Link](https://x.com/samsolid57/status/2020567872544948634) 2026-02-08T18:38Z 36.9K followers, [---] engagements "If this continues into [----] how cooked are we Big Tech is no longer experimenting with AI. It is building for scale. CapEx is accelerating as $GOOGL $AMZN $MSFT and $META invest heavily in compute data centres and long-term AI infrastructure. By 2026E $META and $GOOGL commit the highest share of revenues to https://t.co/461N4S5VE0 Big Tech is no longer experimenting with AI. It is building for scale. CapEx is accelerating as $GOOGL $AMZN $MSFT and $META invest heavily in compute data centres and long-term AI infrastructure. By 2026E $META and $GOOGL commit the highest share of revenues to" [X Link](https://x.com/samsolid57/status/2020598378997195183) 2026-02-08T20:39Z 36.9K followers, 15.9K engagements "@traderDanielle @iamcoriarnold According to Mark Zuckerberg theres far more risk to underspending than overspending. Time will only tell" [X Link](https://x.com/samsolid57/status/2020606595470913706) 2026-02-08T21:12Z 36.9K followers, [---] engagements "$IREN contracted capacity build-out currently sits at 3.6GW. Can $NBIS top that in their announcement this week Nebius 3.6GW IREN Nebius 3.6GW IREN" [X Link](https://x.com/samsolid57/status/2020618350989349273) 2026-02-08T21:58Z 36.9K followers, 21.5K engagements "Joe Montana wearing a casual long sleeve black shirt in front of 10s of millions of viewers. What a legend 🤣" [X Link](https://x.com/samsolid57/status/2020642850057396643) 2026-02-08T23:36Z 36.9K followers, [----] engagements "@Meme0rable Jassy convinced Bezos to turn AWS into a commercial business tho. One of the first megacaps to do it" [X Link](https://x.com/samsolid57/status/2020657748921442383) 2026-02-09T00:35Z 36.9K followers, [---] engagements "$GLD Gold is rallying above 5k up 1.7% $SLV Silver is back above [--] up 6.5% Is this a reversal" [X Link](https://x.com/samsolid57/status/2020743353827275085) 2026-02-09T06:15Z 36.9K followers, [----] engagements "$NVDA CEO Jensen Huang said in an interview last week that software is no longer just a single tool its a collaboration of many tools working together similar to how Excel evolved into an entire productivity ecosystem. He pointed to how $META uses AI through agentic generative systems to match the right audience with the right ads how $AMZN applies AI-driven advertising and recommendations to optimize shopping experiences and how $MSFT is embedding AI deeply across enterprise software. Software is not dead its entering its next acceleration phase." [X Link](https://x.com/samsolid57/status/2020849978101436794) 2026-02-09T13:19Z 37K followers, 25.6K engagements "ARE AI AGENTS THE DEATH OF SOFTWARE Databricks CEO Ali Ghodsi says the SaaS gravy train is over. According to Ghodsi predictable subscription revenue made software companies lazy but AI now forces real innovation or extinction. The [----] split is brutal. AI-native companies like $SNOW surged 25% and are now trading near 52-week lows. With enterprise AI spend coming not just from $MSFT $META $GOOGL and $AMZN but also directly from enterprises in [----] every SaaS category faces existential scrutiny as CIOs ask whether AI agents can replace expensive contracts. Build something genuinely" [X Link](https://x.com/samsolid57/status/2021224916037836884) 2026-02-10T14:09Z 37K followers, 11.5K engagements "$NBIS is acquiring Tavily now adding AI agents to their stack. Full stack cloud Full stack infrastructure (mostly) Full stack AI suite Earnings Thursday. Yes I will be streaming" [X Link](https://x.com/samsolid57/status/2021240514738077801) 2026-02-10T15:11Z 37K followers, [----] engagements "Nebius Earnings Live The Solid Report LIVE AT 6:45 AM EST YouTube Link $NBIS Earnings Report Compare to $IREN New Deals $MSFT $META Live Earnings Call at 8AM EST" [X Link](https://x.com/samsolid57/status/2021846674948469031) 2026-02-12T07:19Z 37K followers, [----] engagements "Applied Materials - Q1 FY2026 Earnings $AMAT [------] +10.5% AH ✅ Revenue: $7.01B (Est: $6.9B) -2% YoY ✅ EPS: $2.54 (Est: $2.20) Additional Metrics: GAAP Gross Margin: 49.0% Operating Income: $1.83B Non-GAAP Free Cash Flow: $1.04B +91% YoY Cash From Operations: $1.69B Shareholder Returns: $702M (Buybacks + Dividends) Segment Highlights: Semiconductor Systems Revenue: $5.14B Applied Global Services Revenue: $1.56B Record DRAM revenue in Semi Systems Record services and spares revenue in AGS Q2 FY2026 Guidance: ⚪ Revenue: $7.65B ⚪ Non-GAAP EPS: $2.64" [X Link](https://x.com/samsolid57/status/2022054877082661193) 2026-02-12T21:07Z 37K followers, [----] engagements "The SaaS carnage continues $MDB -2.70% $PLTR -1.61% $SNOW -2.22% $RBRK -3.74% $S -1.60% $ZS -3.21% $NOW -4.06% $PAYC -1.78% $TEAM -6.49% $TTAN -3.99% $WDAY -2.47% $ADBE -2.66% $AI -3.14% $CRM -3.16% $DDOG -2.71% $GTLB -5.36% $KVYO -2.39% $MNDY -3.32%" [X Link](https://x.com/samsolid57/status/2021598202051326054) 2026-02-11T14:52Z 37K followers, 17.1K engagements "$ASTS announced registered direct offerings to fund up to $300M in convertible note repurchases alongside a separate $1.0B convertible notes offering due [----]. The stock is down 9% AH after unveiling plans to repurchase 100% of the $50M 4.25% notes and up to $250M of the 2.375% notes due [----]. https://twitter.com/i/web/status/2021708145404653640 https://twitter.com/i/web/status/2021708145404653640" [X Link](https://x.com/samsolid57/status/2021708145404653640) 2026-02-11T22:09Z 37K followers, 41.2K engagements "$NBIS Triple Ten grew revenue by 88% YoY and accounted for 6% of group revenue in Q4" [X Link](https://x.com/samsolid57/status/2021924493007237589) 2026-02-12T12:28Z 37K followers, 13.5K engagements "GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%" [X Link](https://x.com/samsolid57/status/2022008977060733273) 2026-02-12T18:04Z 37K followers, 10.8K engagements "JUST IN: HEADLINE CPI COMES IN AT 2.4% VS 2.5% I mean" [X Link](https://x.com/samsolid57/status/2022306941519933469) 2026-02-13T13:48Z 37K followers, [----] engagements "$NBIS Earnings call is live RIGHT NOW https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20 https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20" [X Link](https://x.com/samsolid57/status/2021933935337648237) 2026-02-12T13:06Z 37K followers, 34.7K engagements "@amitisinvesting Something is definitely wrong when $GRAB is green and the market is deep red" [X Link](https://x.com/samsolid57/status/2022017350653161568) 2026-02-12T18:37Z 37K followers, [----] engagements "$RDDT Director dumps $7.5M into her position. Thats some serious conviction. Bottom anyone" [X Link](https://x.com/samsolid57/status/2022139989090615557) 2026-02-13T02:45Z 37K followers, 31.6K engagements "MARKET CLOSE $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $METAhttps://www.youtube.com/watchv=J5zKmd6mn9w" [X Link](https://x.com/anyuser/status/2022391885810241951) 2026-02-13T19:26Z 37K followers, [----] engagements "2026 has been wild. Invasions political drama a Fed Chair inquiry APR caps and now fears that software is dead. HERE ARE THE WORST S&P [---] SOFTWARE DRAWDOWNS: [--]. $INTU -17.68% [--]. $NOW -16.89% [--]. $GDDY -15.81% [--]. $APP -15.59% [--]. $ADBE -15.39% [--]. $AIG -14.75% [--]. $CRM -14.27% [--]. $WDAY -13.00% [--]. $CEG -12.90% [--]. $DDOG -12.48% [--]. $PSKY -11.94% [--]. $PGR -11.13% [--]. $HPE -10.74% [--]. $ADSK -10.24% [--]. $EXE -9.50% [--]. $LVS -9.43% [--]. $DASH -9.34% [--]. $CHTR -9.10% [--]. $SWKS -8.89% [--]. $HPQ -8.57% https://twitter.com/i/web/status/2012503691161391413 https://twitter.com/i/web/status/2012503691161391413" [X Link](https://x.com/samsolid57/status/2012503691161391413) 2026-01-17T12:34Z 37K followers, 13.9K engagements "$APP is down nearly 5% as the market digests another short attack on the dominant advertising platform. ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied to Asian criminal networks. But at the end of the day these reports often trigger a https://t.co/dEoQlmki8A ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied" [X Link](https://x.com/samsolid57/status/2013454390946853340) 2026-01-20T03:31Z 37K followers, 15.2K engagements "YTD PERFORMANCE - NEOCLOUDS & MINERS For context $SPY and $QQQ are up roughly 1% YTD. 🤯 $APLD +34.1% $IREN +32.7% $GLXY +28.9% $BTDR +25.8% $RIOT +22.0% $CLSK +18.7% $CRWV +17.2% $WULF +10.8% $CIFR +8.5% $MARA +6.0% $BITF +5.9% $NBIS +5.1% $BTBT +3.4%" [X Link](https://x.com/samsolid57/status/2015414378841960848) 2026-01-25T13:20Z 37K followers, [----] engagements "Did you catch $TER Teradyne up 22.5% AH. Teradyne sits at the intersection of chips robotics and precision testing core infrastructure for deploying AI at scale. Insane move" [X Link](https://x.com/samsolid57/status/2018468889471107316) 2026-02-02T23:37Z 37K followers, 18.6K engagements "$BTC fear and greed index is at [--]. Wow. But I do think this one is capable of going negative" [X Link](https://x.com/samsolid57/status/2021848727577903281) 2026-02-12T07:27Z 37K followers, [----] engagements "$COIN bulls saying the stock is up 17% because of earnings and not $BTC" [X Link](https://x.com/anyuser/status/2022515154941059502) 2026-02-14T03:36Z 37K followers, [----] engagements "TOM LEES [----] FORECASTS FOR ETHEREUM Chairman of $BMNR sees $ETH at $4000 by end of July and $10k-15k by EOY. This is based on $CRCL multiples and Layer [--] usage premiums" [X Link](https://x.com/samsolid57/status/1946633036407447591) 2025-07-19T18:07Z 37K followers, 356.3K engagements "DAVID TEPPER HOLDS $1.3B IN $BABA AND $UNH Wall Streets favorite China bull is calling both value plays with asymmetric upside. Hes also sitting on nearly $2B across $MSFT $UBER $GOOGL $NVDA $AMZN plus energy bets in $VST and $NRG. Energy and AI" [X Link](https://x.com/samsolid57/status/1958699598660186426) 2025-08-22T01:15Z 37K followers, 19.3K engagements "Name a stock that will do this next week" [X Link](https://x.com/samsolid57/status/1961879875503214911) 2025-08-30T19:53Z 37K followers, 576.8K engagements "$GOOGL WAYMO TO INTEGRATE AUTONOMY INTO PUBLIC TRANSPORTATION This is insane Starting in Chandler AZ Waymo has partnered with $VIA to roll out autonomous vehicles into public transit" [X Link](https://x.com/samsolid57/status/1968653033572557261) 2025-09-18T12:27Z 37K followers, [----] engagements "$HTZ HERTZ ISSUES $250M EXCHANGABLE SENIOR NOTES UP 17% AH Does anyone know an ETF that follows Bill Ackman $ACKY 👀" [X Link](https://x.com/samsolid57/status/1970953858416590875) 2025-09-24T20:49Z 37K followers, [----] engagements "$RKLB FINALIZES ACQUISITION OF MYNARIC TO STRENGTHEN SPACE-BASED LASER COMMUNICATIONS FOR $150M Rocket Lab announced its intention to acquire German laser comms company Mynaric AG earlier this year and today finalized the deal for $75M in cash or stock with up to $75M more in performance-based earn-outs through [----]. https://twitter.com/i/web/status/1971308918656864557 https://twitter.com/i/web/status/1971308918656864557" [X Link](https://x.com/samsolid57/status/1971308918656864557) 2025-09-25T20:20Z 37K followers, 24.1K engagements "ENERGY DEMAND FROM DATACENTERS HAS A 10Y CAGR AT 14.8% Companies to benefit from this demand: Nuclear: $CEG $CCJ $OKLO $NNE $SMR $GEV $BN $BAM (Westinghouse) $BWXT $LTBR LNG (Natural Gas): $NEXT $VG $LNG $TELL Renewables: $NEE $BE $FSLR $ENPH $RUN $ORA Battery Suppliers: $TSLA $EOSE $ENS $ALB $LAC Grid / Utilities: $DUK $SO $EXC $D $AEP $ED $PCG $XEL $EIX https://twitter.com/i/web/status/1974894101729546425 https://twitter.com/i/web/status/1974894101729546425" [X Link](https://x.com/samsolid57/status/1974894101729546425) 2025-10-05T17:47Z 37K followers, 141.6K engagements "Navitas Semiconductor - Q3 [----] Earnings $NVTS [-----] -10.29% AH ✅ Revenue: $10.1M (Est: $10.1M) -53% YoY ❌ EPS: -$0.09 (Est: -$0.07) Additional Metrics: Non-GAAP EPS: -$0.05 Non-GAAP Op Loss: -$11.5M GAAP Op Loss: -$19.4M Cash & Equivalents: $150.6M Business Highlights: - Strategic pivot underway: shifting away from consumer/mobile to AI datacenter grid infrastructure and industrial electrification markets. - Named power semiconductor partner by $NVDA for its next-gen 800V AI factory architecture. - Introduced new GaNFast and SiC products for high-power systems. - Sampling 2.3kV and 3.3kV SiC" [X Link](https://x.com/samsolid57/status/1985459921677402314) 2025-11-03T21:31Z 37K followers, [----] engagements "Grab Holdings - Q3 [----] Earnings $GRAB [----] +1.8% AH ❌ Revenue: $873M (Est: $876.6M) +22% YoY ✅ EPS: $0.01 (Est: $0.02) vs. $0.01 YoY Additional Metrics: On-Demand GMV: $5.77B +24% YoY Adjusted EBITDA: $136M +51% YoY Profit: $17M (vs. $15M YoY) Adjusted Free Cash Flow (TTM): $283M +185M YoY Monthly Transacting Users (MTUs): 47.7M +14% YoY FY2025 Guidance: ✅ Revenue: $3.38-3.40B (Prior: $3.33-3.40B) ✅ Adjusted EBITDA: $490-500M (Prior: $460-480M) Segment Highlights: - Deliveries Revenue: $465M +23% YoY Segment EBITDA: $78M +42% - Mobility Revenue: $317M +17% YoY Segment EBITDA: $181M +21% -" [X Link](https://x.com/samsolid57/status/1985481149330997640) 2025-11-03T22:56Z 37K followers, 53.8K engagements "Everyone knows the news that $GOOGL is investing $40B into a datacenter in Texas specifically in Haskell County. But we need to connect the dots here. Hyperscalers like Google and $MSFT are targeting this region and not just on their own. They are partnering with $IREN and $CIFR to rapidly build large scale datacenters in the area. Power is a bottleneck but these two companies have already booked the energy needed to power these datacenters at a combined 6GW of capacity in AI compute" [X Link](https://x.com/anyuser/status/1989749616661991658) 2025-11-15T17:37Z 37K followers, 229.1K engagements "Which stock will do this tomorrow after $NVDA earnings" [X Link](https://x.com/samsolid57/status/1990982819603193907) 2025-11-19T03:17Z 37K followers, 424.2K engagements "Whenever I travel to Europe there are always an obscene amount of $NIO $BYDDF and $XPEV EVs around way more than $TSLA. That along with the boom in BEVs and PHEVs is what caused the major shift in the chart below" [X Link](https://x.com/samsolid57/status/1994928311248851399) 2025-11-30T00:35Z 37K followers, 15.3K engagements "Marvell Technology - Q3 [----] Earnings $MRVL [-----] -4.29% AH ✅ Revenue: $2.075B (Est: $2.06B) +37% YoY ✅ EPS: $0.68 (Est: $0.67) Additional Metrics: - Data Center Revenue: $1.308B +54% YoY 63% of total - AI Revenue: $800M +2.7x YoY - AI mix of Data Center: 61% - AI mix of Total Revenue: 39% - AI Guidance Next Q: $900M - Gross Margin: 62.0% GAAP 64.9% Non-GAAP - Operating Margin: 7.5% GAAP 32.6% Non-GAAP - Net Income: $93.4M GAAP $452.6M Non-GAAP - Diluted EPS: $0.11 GAAP $0.68 Non-GAAP Q4 [----] Guidance: ✅ Revenue: $1.420-1.520B (Est: $1.44B) ✅ EPS: $0.41-0.51 (Est: $0.46) Segment Highlights: -" [X Link](https://x.com/samsolid57/status/1995965573021515980) 2025-12-02T21:17Z 37K followers, 10.2K engagements "Applied Digital - Q2 FY2026 Earnings $APLD [-----] +8.33% AH ✅ Revenue: $126.6M (Est: $79.7M) +250% YoY ✅ EPS: -$0.08 (Est: -$0.17) Additional Metrics: - High-Performance Computing (HPC) Hosting Revenue: $80.2M +388% QoQ - Crypto Hosting Revenue: $46.4M - GAAP Net Income: $5.4M - Adjusted EBITDA: $47.2M - Gross Margin: 41% - Net Margin: 4% Strategic Updates: - HPC business now 63% of total revenue - Focused expansion into AI and HPC hosting services - Operating [--] HPC datacenters and planning additional capacity in [----] https://twitter.com/i/web/status/2009021268281184306" [X Link](https://x.com/samsolid57/status/2009021268281184306) 2026-01-07T21:56Z 37K followers, 10.1K engagements "$TSM EARNINGS DEMAND MORE SUPPLY FOR MACHINERY AND EQUIPMENT This is why $AMAT $ASML $LRCX are rallying overnight Applied Materials +4.10% TSMCs earnings commentary signals sustained capacity expansion which directly drives higher demand for deposition etch CMP and process-control tools across new and existing fabs ASML +4.77% More leading-edge and advanced-node capacity ultimately requires additional EUV and advanced DUV systems reinforcing long-term order visibility and backlog strength Lam Research +4.21% Rising fab intensity and utilization increase demand for etch and deposition tools" [X Link](https://x.com/samsolid57/status/2011695326915399827) 2026-01-15T07:01Z 37K followers, 23.2K engagements "$PGY is down 50% in just [--] months. What happened" [X Link](https://x.com/samsolid57/status/2013481933909496207) 2026-01-20T05:21Z 37K followers, 23.6K engagements "$ON catching a sympathy bid as the market re-rates analog and power semis. Picks-and-shovels momentum builds off explosive earnings from $TXN" [X Link](https://x.com/samsolid57/status/2016256782973468988) 2026-01-27T21:07Z 37K followers, [----] engagements "Did a $ZETA thing" [X Link](https://x.com/samsolid57/status/2018238530519216523) 2026-02-02T08:22Z 37K followers, 27.6K engagements "$PLTR shareholders digesting the print" [X Link](https://x.com/samsolid57/status/2018438359157497939) 2026-02-02T21:36Z 37K followers, 27.3K engagements "Let's see if we can live to fight another day. $SPY and $QQQ looking good again. Not so much for the Nasdaq but market always depends on the S&P [---]. Question for @stocktalkweekly does $ENS or $PLPC every drop Wow. $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS" [X Link](https://x.com/samsolid57/status/2018789813122748486) 2026-02-03T20:52Z 37K followers, 13.4K engagements "$ZETA reclaimed the daily 200MA before close and looking a lot better than this morning. Let's cross our fingers. Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe" [X Link](https://x.com/samsolid57/status/2018793750097748014) 2026-02-03T21:08Z 37K followers, 15.1K engagements "Advanced Micro Devices - Q4 [----] Earnings $AMD [------] -5.20% AH ✅ Revenue: $10.27B (Est: $9.67B) +34% YoY ✅ EPS (non-GAAP): $1.53 (Est: $1.24) +40% YoY Additional Metrics: Data Center Revenue: $5.38B +39% YoY Gross Margin: 57% (non-GAAP) Operating Income: $2.85B (non-GAAP) Free Cash Flow: $2.08B Q1 [----] Guidance: ⚪ Revenue: $9.5-10.1B (midpoint implies 32% YoY growth) ⚪ Gross Margin: 55% (non-GAAP) https://twitter.com/i/web/status/2018797957580194169 https://twitter.com/i/web/status/2018797957580194169" [X Link](https://x.com/samsolid57/status/2018797957580194169) 2026-02-03T21:25Z 37K followers, [----] engagements "Solid talk. How are we feeling $PYPL or $ZETA" [X Link](https://x.com/samsolid57/status/2018803777265148341) 2026-02-03T21:48Z 37K followers, 15K engagements "Super Micro Computer - FY2026 Q2 Earnings $SMCI [-----] +8.17% AH ✅ Revenue: $12.7B (Est: $10.4B) +123% YoY ✅ EPS: $0.60 (Est: $0.46) Additional Metrics: - Net income: $401M - Gross margin: 6.3% - Non-GAAP EPS: $0.69 - Cash and equivalents: $4.1B Q3 FY2026 Guidance: - Revenue: at least $12.3B - GAAP EPS: at least $0.52 - Non-GAAP EPS: at least $0.60 FY2026 Guidance: - Revenue: at least $40.0B https://twitter.com/i/web/status/2018808542954950763 https://twitter.com/i/web/status/2018808542954950763" [X Link](https://x.com/samsolid57/status/2018808542954950763) 2026-02-03T22:07Z 37K followers, [----] engagements "I dunno. it just seems unlikely that a very low margin business like $SMCI will inflect out of nowhere. They don't fabricate chips they dont design chips they build design and deploy servers. They deal in volumes. They are the proxy for the AI datacenter buildout. Not the key winner. https://twitter.com/i/web/status/2018810547744194649 https://twitter.com/i/web/status/2018810547744194649" [X Link](https://x.com/samsolid57/status/2018810547744194649) 2026-02-03T22:15Z 37K followers, [---] engagements "$PYPL $50B $TSLA $44B in cash SpaceX basically can do it What says you @elonmusk Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and generates cashflow. It needs a work over but could be one of https://t.co/ra5Ejay5Au Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and" [X Link](https://x.com/samsolid57/status/2018827805488988466) 2026-02-03T23:23Z 37K followers, 12.8K engagements "Trump just saved us all from SaaS apocalypse [----] And also $ZETA 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS" [X Link](https://x.com/samsolid57/status/2019074505931431964) 2026-02-04T15:44Z 37K followers, 13.9K engagements "@stocktalkweekly I know Im in some high beta names getting wrecked but I refuse to add to positions that continue to fall off a cliff. $RBRK may not fall in your belt but average in the $30 range helps me hold it. Not adding at all right now but also not selling" [X Link](https://x.com/samsolid57/status/2019099162575593864) 2026-02-04T17:22Z 37K followers, [----] engagements "Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one truly knows where it stops. The only thing you control is yourself and your portfolio. If you do not like a stock or find yourself stuck holding a position step back and ask whether you still believe in the company and the thesis. If the answer is no it is time to sell" [X Link](https://x.com/samsolid57/status/2019108816441471294) 2026-02-04T18:00Z 37K followers, 48.3K engagements "@pennycheck Yes sir great news for $ON" [X Link](https://x.com/samsolid57/status/2019114993338515933) 2026-02-04T18:25Z 37K followers, [---] engagements "Nuclear Talks and SaaS Stocks The Solid Report LIVE AT 2:20 PM EST YouTube Link CloudX Headlines $IGV $PLTR $NOW Nuclear Talks Collapsing $SPY $QQQ Is the MI Series is Not Enough $AMD $NVDA Some Solid Talk My Raw Thoughts Segment Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one Everyone needs to understand that financials and fundamentals do not matter when an entire" [X Link](https://x.com/samsolid57/status/2019126692820996198) 2026-02-04T19:11Z 37K followers, 47.5K engagements "@spinner213 Thank you. That was never my bull case but Ill take it" [X Link](https://x.com/samsolid57/status/2019146520470409435) 2026-02-04T20:30Z 37K followers, [--] engagements "$AVGO shareholders The winner in the new Capex budget of Google is. broadcom The winner in the new Capex budget of Google is. broadcom" [X Link](https://x.com/samsolid57/status/2019244199561081274) 2026-02-05T02:58Z 37K followers, [----] engagements "HERE IS WHY THE MARKET IS IN FREE FALL Short-term pain usually comes before long-term gain especially when monetary discipline takes priority. Monetary policy matters more than narratives and liquidity ultimately dictates asset prices. Kevin Warshs monetary framework skews hawkish tighter financial conditions balance sheet discipline and less tolerance for inflation persistence. That pushes rates higher for longer which pressures software companies that rely on cheap debt and forward-duration cash flows like $NOW $SNOW $MDB $CRM while also compressing multiples across high-beta trades tied to" [X Link](https://x.com/samsolid57/status/2019269212112581098) 2026-02-05T04:37Z 37K followers, 16.4K engagements "$META explosive earnings. Gave back all of the earnings gains. $GOOGL phenomenal print. Down 4%. $PLTR crushed it. Back in 120s. If this price action scares you you either dont have the conviction or you were levered up. On the bright side the safety trade is underperforming tech right now. $XLB down 2% while $XLK only 1%. $XLE down 2% while $XLY only 1.5%. Lets see if its a reversal today. Especially with $AMZN reporting after hours. Will be live with Amit and a few Amazon bagholders this afternoon. Everyone needs to understand that financials and fundamentals do not matter when an entire" [X Link](https://x.com/samsolid57/status/2019448943361552825) 2026-02-05T16:32Z 37K followers, 24.2K engagements "$AMZN AWS GREW BY 24% WOW" [X Link](https://x.com/samsolid57/status/2019517152659927300) 2026-02-05T21:03Z 37K followers, [----] engagements "$AMZN AWS and Advertising are their highest margin business and both grew 24% and 23% respectively. The $200B CapEx is the number one reason why the stock is down. But I do not trust the after hours action. Stock was down 10.5% now only 7%. Let's see how price action follows tomorrow. https://twitter.com/i/web/status/2019520081756319878 https://twitter.com/i/web/status/2019520081756319878" [X Link](https://x.com/samsolid57/status/2019520081756319878) 2026-02-05T21:14Z 37K followers, [----] engagements "Anyone know where the $IREN Anthropic deal insider went" [X Link](https://x.com/samsolid57/status/2019535804159390189) 2026-02-05T22:17Z 37K followers, 31.1K engagements "$AMZN "Our backlog is $244 billion. That's up 40% year over year I think it's up 22% quarter over quarter." $AMZN CAPEX $200B GOTCHA B $AMZN CAPEX $200B GOTCHA B" [X Link](https://x.com/samsolid57/status/2019545704562311372) 2026-02-05T22:56Z 37K followers, 10.9K engagements "I find it VERY odd how Warsh is only 95% and Judy Shelton is creeping higher. Whats even more suspicious is nearly $100M of volume with the most on Shelton. Pricing out Warsh would be the most bullish thing for tech right now. It would literally be a buy everything moment" [X Link](https://x.com/samsolid57/status/2019595094761103558) 2026-02-06T02:12Z 37K followers, 15.4K engagements "$ON ON Semiconductor. Part of the power chip sector in semis. Guiding for 10-12% growth in [----]. Outperforming $SPY and $QQQ by 20%+ YTD. Has no idea what the rest of the market is doing and printed -10% growth last quarter. Lets see how this works out. Long since $47" [X Link](https://x.com/samsolid57/status/2019604325337874463) 2026-02-06T02:49Z 37K followers, [----] engagements "$HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect" [X Link](https://x.com/samsolid57/status/2019894528459829376) 2026-02-06T22:02Z 37K followers, 64.3K engagements "AI DISRUPTION: WHY THE MARKET IS OVERREACTING The AI disruption narrative has hammered software stocks like $MSFT $NOW $SNOW $ACN and $MDB with $IGV selling off on fears that call centers will disappear and coding outsourcing will collapse as AI replaces entire workforces. The market is pricing in an immediate revenue cliff. But here's what's being missed: AI is an amplifier not a near-term replacement. Companies with strong moats become MORE valuable as AI boosts productivity and cuts costs. The fear ignores implementation timelines enterprise sales cycles and the reality that most companies" [X Link](https://x.com/samsolid57/status/2020113120451055806) 2026-02-07T12:31Z 37K followers, 19.9K engagements "FED BALANCE SHEET REDUCTION: WARSH'S LIQUIDITY DRAIN Kevin Warsh wants aggressive Fed balance sheet reduction and that means tightening liquidity across the system. When the Fed pulls money out credit gets expensive fast. The ripple effects are clear: growth companies relying on cheap debt face higher borrowing costs and get sold off. Bitcoin falls as liquidity dries up crypto is a liquidity trade. Gold and silver drop despite safe-haven narratives as real rates rise. Meanwhile the dollar rallies. Warsh's agenda isn't just policy talk it's a liquidity regime shift that reshuffles the entire" [X Link](https://x.com/samsolid57/status/2020145273385664687) 2026-02-07T14:39Z 37K followers, 34.5K engagements "Polymarket odds for Kevin Warsh slowly fading. It is still high. TONS of volume on the Judy Shelton contracts. In [--] hours $17M of volume traded alone. Something is up. FED BALANCE SHEET REDUCTION: WARSH'S LIQUIDITY DRAIN Kevin Warsh wants aggressive Fed balance sheet reduction and that means tightening liquidity across the system. When the Fed pulls money out credit gets expensive fast. The ripple effects are clear: growth companies relying https://t.co/vSaYbGAnb8 FED BALANCE SHEET REDUCTION: WARSH'S LIQUIDITY DRAIN Kevin Warsh wants aggressive Fed balance sheet reduction and that means" [X Link](https://x.com/samsolid57/status/2020197300455489626) 2026-02-07T18:05Z 37K followers, 19.4K engagements "$HIMS said they will stop selling the knock off GLP-1 drug. Im wondering how this turns out tomorrow when overnight opens. $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz" [X Link](https://x.com/samsolid57/status/2020268597843788255) 2026-02-07T22:49Z 37K followers, 24.2K engagements "@bipulsinha @rubrikInc @CrowdStrike @George_Kurtz Excellent work Leadership in both sectors of Cybersecurity" [X Link](https://x.com/samsolid57/status/2020380194419405034) 2026-02-08T06:12Z 37K followers, [---] engagements "When cybersecurity companies partner with each other $RBRK leader in data security $CRWD leader in EDR and XDR Best-in-class detection paired with best-in-class resiliency" [X Link](https://x.com/samsolid57/status/2020453311611089132) 2026-02-08T11:03Z 37K followers, [----] engagements "Memory is a MASSIVE Constraint for GPUs $TSLA CEO Elon Musk mentioned this on his earnings call. $NVDA CEO Jensen Huang covers this. $MU SK Hynix and Samsung continue to hike prices as demand grows" [X Link](https://x.com/samsolid57/status/2020485274166329418) 2026-02-08T13:10Z 37K followers, 10.7K engagements "$NBIS Nebius reports earnings this week. The key question is how many additional GW of capacity they add to the pipeline. Last Thursday $IREN announced an additional 1.6GW of capacity secured in Oklahoma. $CIFR reports at the end of the month" [X Link](https://x.com/samsolid57/status/2020497910924706192) 2026-02-08T14:00Z 37K followers, 34.9K engagements "Which stock will do this tomorrow" [X Link](https://x.com/samsolid57/status/2020510225975922938) 2026-02-08T14:49Z 37K followers, 26.7K engagements "LAST WEEK POSTED THE LARGEST SHORT SELLING IN HISTORY Does the short squeeze continue 🔥🔥🔥" [X Link](https://x.com/samsolid57/status/2020597503301976393) 2026-02-08T20:36Z 37K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@samsolid57 Sam Badawi
Sam Badawi's company, Nebius ($NBIS), is making significant strides in the tech industry, particularly with its AI training platform and partnerships with major companies like Uber, Microsoft, and Amazon. Recently, $NBIS has seen a surge in growth, heading towards an all-time high, with increasing attention from investors and analysts. Its CEO, Andy Jassy, is optimistic about the company's future, especially with its expansion into Latin America and growing capacity to support AI infrastructure.
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Social Influence
Social category influence stocks #1111 technology brands #7652 finance #3494 cryptocurrencies #1791 automotive brands 5.98% social networks 3.65% currencies #4252 countries 2.33% celebrities 1.66% financial services #530
Social topic influence $amzn #20, ai #4907, $nbis #25, $googl #197, market #917, $meta #27, $msft #35, amzn #55, $iren #20, meta #1791
Top accounts mentioned or mentioned by @amitisinvesting @wolf_financial @william_r2rclub @bitget @grok @frameworkwisely @mikeschiemer @jbulltard1 @stevenfiorillo @ilzmcfly @stupkastanislav @saynototrading @twoeraserheads @meme0rable @mukund @stockmeetups @austinsstocks @rokajoska @wolfryan @stockmarketnerd
Top assets mentioned Amazon.com, Inc. (AMZN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) Metadium (META) Microsoft Corp. (MSFT) Iris Energy Limited (IREN) Tesla, Inc. (TSLA) Orochi Network (ON) NVIDIA Corp. (NVDA) Micron Technology, Inc. (MU) Axcelis Technologies Inc (ACLS) Bitcoin (BTC) Applied Materials, Inc. (AMAT) ZetaChain (ZETA) BITMINE IMMERSION TECH (BMNR) Ethereum (ETH) Hims & Hers Health, Inc. (HIMS) SPDR S&P [---] ETF Trust (SPY) Palantir Technologies Inc. (PLTR) Salesforce Inc (CRM) Rubrik, Inc. (RBRK) Now Coin (NOW) Amkor Technology Inc (AMKR) Taiwan Semiconductor (TSM) AppLovin Corporation (APP) Sandisk Corporation (SNDK) Cipher Mining Inc. Common Stock (CIFR) Reddit, Inc. (RDDT) Novo-Nordisk (NVO) Robinhood Markets, Inc. (HOOD) Broadcom, Inc. (AVGO) Arista Networks Inc (ANET) Texas Instruments (TXN) PayPal Holdings Inc (PYPL) Grab Holdings Limited Class A Ordinary Shares (GRAB) Pure Storage, Inc. (PSTG) Adobe, Inc. (ADBE) ARK Innovation ETF (ARKK) RAI Finance (SOFI) Advanced Micro Devices (AMD) Western Digital Corp (WDC) Snowflake Inc. (SNOW) Cloudflare, Inc. (NET) Atlassian Corporation PLC (TEAM) Applied Digital Corp. (APLD) Rivian Automotive, Inc. (RIVN) ON Semiconductor, Corp. (ON) Brookfield Corporation (BN) MercadoLibre Inc (MELI) NuCypher (NU) Teradyne, Inc. (TER) Super Micro Computer, Inc. Common Stock (SMCI) MP Materials Corp. (MP) Critical Metals Corp. Ordinary Shares (CRML) Energy Fuels Inc. (UUUU)
Top Social Posts
Top posts by engagements in the last [--] hours
"CANDIDATES FOR $SPX INCLUSION TODAY AT 5:15 PM ET With $CVX officially completing its acquisition of $HESS a spot just opened up in the S&P [---]. $APP Applovin $HOOD Robinhood $CVNA Carvana $ARES Ares Management $CPNG Coupang $VRT Vertiv $VEEV Veeva Systems"
X Link 2025-07-18T18:07Z 36.9K followers, 35.6K engagements
"$BYND REPORTEDLY FILES FOR CHAPTER [--] BANKRUPTCY Stock is more fake than their meat at this point. Down 10.4% AH"
X Link 2025-08-14T21:52Z 37K followers, 378.4K engagements
"HIMS LAUNCHES NEW RX TESTOSTERONE COMPOUNDS LAUNCH & AT-HOME LABS $HIMS [-----] +8.4%"
X Link 2025-09-03T14:24Z 36.9K followers, 93.1K engagements
"$TMQ INTERIOR SECRETARY ANNOUNCES US INVESTMENT IN TRILOGY METALS Stock was up as much as 211% AH"
X Link 2025-10-06T20:32Z 36.9K followers, 24K engagements
"$CFLT IS UP 16% OVERNIGHT AFTER RECEIVING ACQUISITION INTEREST AND IS NOW EXPLORING A SALE PER REUTERS This is a familiar playbook for small to mid-cap software names with strong growth. Weve seen it before with $HCP bought by $IBM $SPLK taken out and $NEWR acquired by private equity. Id expect any deal here to carry a premium north of $25-30 per share. https://twitter.com/i/web/status/1975754948123275622 https://twitter.com/i/web/status/1975754948123275622"
X Link 2025-10-08T02:47Z 37K followers, 23.8K engagements
"$AMZN LAUNCHES PHARMACY KIOSKS AT CLINICS IN LA Smart move by Amazon to capitalize on recent pharmacy store closures in Los Angeles including $WBA Walgreens $CVS and $RADCQ Rite Aid"
X Link 2025-10-08T11:31Z 36.8K followers, [----] engagements
"$BMNR CHAIR TOM LEE WARNS OF ANOTHER FLUSH ON MONDAY BUT WOULD BE HIGHER NEXT WEEK $GRNY could set up nicely if it bounces. He also noted that markets rarely bottom on a Friday. What are you guys planning to buy"
X Link 2025-10-11T16:55Z 36.9K followers, 346.7K engagements
"EOS ENERGY LAUNCHES $500M FINANCING PACKAGE $EOSE shares dropped roughly 9% AH after announcing a registered direct equity offering and a $500M private sale of 6.75% [----] convertible senior notes"
X Link 2025-11-18T22:01Z 36.9K followers, 105.9K engagements
"$SNDK WILL BE ADDED TO THE S&P [---] $SPY will include Sandisk and replace $IPG this Friday. The stock is up 10% AH"
X Link 2025-11-24T22:27Z 36.9K followers, [----] engagements
"Be careful which miner you invest in. My money is on $IREN. I like $CIFR too but I dont have a position right now. My preference leans toward operators that control the full stack including the software layer. Thats why $NBIS sits at the top of my list"
X Link 2025-11-27T16:09Z 36.9K followers, 80.1K engagements
"Pure Storage - Q3 [----] Earnings $PSTG [-----] -10.4% AH ✅ Revenue: $762.8M (Est: $957M) +16% YoY ✅ EPS: $0.50 (Est: $0.45) Additional Metrics: - Subscription ARR: $1.51B +25% YoY - Operating Margin: 17.5% +2.1 pp YoY - FCF Margin: 26.5% +2.6 pp YoY Q4 [----] Guidance: ❌ Revenue: $910M (Est: $962.5M) ⚪ EPS: $0.48-0.56 FY2026 Guidance: ✅ Revenue: $2.91B (Raised from $2.82B Est: $2.90B) ⚪ EPS: $1.31-1.39 Segment Highlights: - Continued growth in Evergreen One and subscription services - GAAP net income improved to $75M vs $58M YoY - Cash & short-term investments: $1.6B - Share repurchase of $250M"
X Link 2025-12-02T21:21Z 36.8K followers, [----] engagements
"$META TRIVIA QUESTION What happens to Operating Income next quarter"
X Link 2025-12-04T17:56Z 36.9K followers, [----] engagements
"MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best risk-reward setups in the space. Free Cash Flow Margins $ZETA 12% $CRM 32% $ADBE 41% $HUBS 22% $BRZE 5% $KVYO 15%"
X Link 2025-12-06T19:13Z 36.9K followers, 18.8K engagements
"$BRZE IS UP 8% AH AFTER A TRIPLE BEAT Guiding for 23% growth in FY2026 FCF Margins at 9.3% MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best risk-reward setups in the space. Free Cash Flow Margins $ZETA 12% $CRM 32% https://t.co/Kkvto4D7Yn MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best"
X Link 2025-12-09T21:17Z 36.8K followers, [----] engagements
"EV is coming back for [----] with $RIVN and $TSLA. Who is developing their chip Curious. Power-chip companies: $NVTS $ON $WOLF $SITM I do wonder if it is one of these guys. Very long ON Semiconductor. Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6 Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6"
X Link 2025-12-11T17:15Z 36.9K followers, [----] engagements
"$ZS Zscaler is now 32% from its recent ATHs. Not nearly as close as the 80% drawdown after 2021"
X Link 2025-12-29T18:52Z 36.9K followers, [----] engagements
"Cathie Wood sees an opportunity in $TWST heading into year end with exposure through $ARKK and $ARKG. Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T"
X Link 2025-12-31T03:13Z 36.9K followers, [----] engagements
"$BN Brookfield plans to start a cloud business to lower AI infrastructure costs per The Information"
X Link 2025-12-31T18:00Z 37K followers, 41.9K engagements
"$BN BROOKFIELD ENTERS CLOUD AI ARENA Brookfield is planning to launch a cloud business called Radiant building on its previously announced $100B AI infrastructure program. Backed by partnerships with investment firms and $NVDA the strategy is to own more of the AI value chain and lower costs by controlling the physical infrastructure that AI actually runs on. Is Brookfield the AI play for [----] They already own nuclear assets like Westinghouse which gives them exposure to long-duration power an increasingly critical resource for AI. Entering cloud services allows Brookfield to offer compute"
X Link 2025-12-31T18:04Z 36.9K followers, [----] engagements
"Here are some of the worst performing stocks this year. $TTD -67.40% $FISV -67.14% $DECK -49.24% $IT -47.86% $ARE -47.74% $LULU -45.35% $MOH -43.36% $CHTR -39.56% $FDS -38.47% $DOW -37.64%"
X Link 2025-12-31T19:15Z 36.9K followers, [----] engagements
"When $TSLA $RIVN $XPEV and other EV stocks rally $ON Semiconductor rallies. More EVs = More power chips. See you at $100"
X Link 2026-01-02T11:02Z 36.9K followers, 10.2K engagements
"Cathie Wood is buying more $TEM in $ARKK and $ARKG after a near 40% drawdown. Is it time Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5 Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5"
X Link 2026-01-03T18:37Z 36.9K followers, 10.9K engagements
"For anyone looking for a dive into sports gambling and prediction markets discussion join the new Wolf EU spaces happening right now $FLUT Parent company that owns Fanduel $HOOD Prediction markets $DKNG Draftkings $MGM $LVS Kalshi Polymarkets and more Start your day with us this Thursday at [--] AM EST on Spaces Topic: WOLF EU Space SPACE: https://t.co/2jUR1E9hDL HOST: @WOLF_Financial Co-Host: @3vatronic Speakers: @TraderAlex95 @db_fink @TraderWarner @Cryptonews_ETH @samsolid57 Start your day with us this Thursday at [--] AM EST on Spaces Topic: WOLF EU Space SPACE: https://t.co/2jUR1E9hDL HOST:"
X Link 2026-01-08T12:18Z 36.8K followers, [----] engagements
"Tons of AH movers $RVMD +14.81% $GRMN +6.91% $RKT +6.59% $NLY +2.92% $DRS +2.73% $OPEN +11.82% $OSCR +7.22%"
X Link 2026-01-09T00:12Z 36.8K followers, [----] engagements
"Here is the reality of capping credit card interest rates at 10%. Lenders and consumer finance platforms like $SOFI $AXP $COF $DFS $NU and $MELI along with issuing banks such as $JPM $BAC $C and $WFC rely on risk-based pricing to cover credit losses funding costs fraud and operating margins. Cap rates too low and large portions of unsecured consumer credit immediately become uneconomic. When lenders cannot price for risk losses rise and credit availability contracts. That hits earnings pressures stock prices and eventually forces companies to raise debt or equity at unfavorable terms. This is"
X Link 2026-01-10T03:57Z 36.9K followers, 320K engagements
"TEMPUS AI POSTS RECORD $1.1B CONTRACT VALUE IN PRE-EARNINGS RELEASE $TEM closed [----] with record Total Contract Value above $1.1B driven by strong pharma demand and 31% YoY growth in data and applications revenue to roughly $316M. Net revenue retention of 126% highlights expanding customer relationships and visibility into [----] growth. Stock is moving overnight https://twitter.com/i/web/status/2010529740155928943 https://twitter.com/i/web/status/2010529740155928943"
X Link 2026-01-12T01:50Z 37K followers, 16.5K engagements
"Cathie Wood did some rebalancing across $ARKK and $ARKW rotating out of mega-cap exposure and trimming defense. She sold about $37.9M of $TSLA and bought $39M of $AVGO She also sold some $KTOS $TSM $TER. Cathie Wood and Ark Invest sold [-----] shares of Tesla $TSLA today in $ARKK Cathie Wood and Ark Invest bought [------] shares of Broadcom $AVGO today in $ARKK https://t.co/182Oe1BVMe Cathie Wood and Ark Invest sold [-----] shares of Tesla $TSLA today in $ARKK Cathie Wood and Ark Invest bought [------] shares of Broadcom $AVGO today in $ARKK https://t.co/182Oe1BVMe"
X Link 2026-01-15T01:11Z 36.9K followers, [----] engagements
"Cathie Wood sold some $KTOS out of $ARKK and $ARKQ yesterday ahead of todays brutal -6.3% move. She also bought some $AMD in $ARKX yesterday which is up 7.7% today. Here's every move Cathie Wood and Ark Invest made in the stock market today 1/20 https://t.co/PjjjfjkERJ Here's every move Cathie Wood and Ark Invest made in the stock market today 1/20 https://t.co/PjjjfjkERJ"
X Link 2026-01-21T22:58Z 36.9K followers, [----] engagements
"Which stock would you categorize as a Class A dumpster fire right now"
X Link 2026-01-24T03:15Z 36.9K followers, 18.3K engagements
"ARE $ADBE & $DUOL LOSING THEIR LEADERSHIP I found an interesting datapoint yesterday on @Similarweb. [--]. Duolingo is gradually losing global traffic YoY and just saw its largest recent weekly decline. At the same time the broader education app category is seeing rising traffic which makes the divergence notable. [--]. On the design side Adobe is also seeing declining global traffic. However the entire design software category is trending lower suggesting this may be more of a sector-wide slowdown than an Adobe Expressspecific issue. Just sharing the data here. I do not have positions in either"
X Link 2026-01-25T12:06Z 36.8K followers, 24.2K engagements
"DATACENTER BILL OF MATERIALS DISTRIBUTION Power & Cooling $LGND $VRT Servers $CSCO $NVDA $SMCI Networking $FTNT $PANW $ANET Storage $WDC $DELL $PSTG Backup / DR $CVLT $RBRK Software $WCC $COMM Racks & Cable $HPE DELL"
X Link 2026-01-25T15:24Z 36.9K followers, [----] engagements
"$RVMD is down nearly 20% overnight after reports that $MRK is walking away from the proposed $30B deal"
X Link 2026-01-26T01:28Z 36.8K followers, [----] engagements
"LEMONADE KEEPS CLIMBING $LMND is up from less than a year ago as the insurance TAM remains ripe for disruption especially among younger digital-first customers. The $TSLA partnership helps accelerate this giving Tesla drivers access to materially lower per-mile pricing tied to FSD. I covered this on last weeks Solid Report. New episode tomorrow at 2:45 PM EST. Full episode below https://twitter.com/i/web/status/2015608781896617991 https://twitter.com/i/web/status/2015608781896617991"
X Link 2026-01-26T02:12Z 36.8K followers, 10.2K engagements
"CRITICAL MINERALS POWERING THE AI BUILDOUT These materials are essential to AI infrastructure from data centers to power and batteries making supply control and domestic production strategically critical. Rare Earth Developers: $MP $IDR $USAR Rare Earth Producers: $CRML $TMC $TMRC $UAMY $NB $UUUU $AREC $PPTA $IPX Antimony: $NVA $UAMY Copper: $SCCO $IE $TGB $ERO $HBM $TMQ $FCX Cobalt and Silver Mining Operators: $GLNCY $ELBM Lithium: $ALB $LAC $SGML $IONR $SQM $RIO $ATLX $SLI $ABAT Uranium: $LEU $URG $UUUU $DNN $UEC $ISOU $AEC $NXE $UROY $EU $CCJ"
X Link 2026-01-26T12:20Z 36.8K followers, [----] engagements
"$IONQ is acquiring $SKYT SkyWater Technology in a $1.8B deal at $35 per share made up of $15 in cash and $20 in IonQ stock"
X Link 2026-01-26T13:57Z 36.9K followers, [----] engagements
"$NVDA WILL INVEST $2B IN $CRWV STOCK AT $87.20 PER SHARE The partnership is designed to accelerate the buildout of more than 5GW of AI data center capacity by [----] supporting AI adoption at global scale. The infrastructure will be powered entirely by NVDA compute"
X Link 2026-01-26T14:11Z 36.8K followers, [----] engagements
"$META bears 🐻 everytime"
X Link 2026-01-26T16:16Z 36.8K followers, 22.3K engagements
"Bullish for $MRVL if they designed this chip. But as always $TSM and $AVGO take the cake. JUST IN: Microsoft $MSFT unveils MAIA [---] AI inference chip. Another Mag [--] goes in-house 🚨 $NVDA https://t.co/oofBqAPRMX JUST IN: Microsoft $MSFT unveils MAIA [---] AI inference chip. Another Mag [--] goes in-house 🚨 $NVDA https://t.co/oofBqAPRMX"
X Link 2026-01-26T16:21Z 36.9K followers, 12.3K engagements
"OpenAIs ChatGPT sources nearly 50% of its factual inputs from $GOOGL and YouTube. Roughly 40% comes from $RDDT with the remainder drawn from platforms like $META $AMZN and other databases"
X Link 2026-01-26T19:24Z 36.8K followers, 13.7K engagements
"$CRM Salesforce is up 1.5% overnight after the U.S. Army awarded the company a $5.6B 10-year contract. Wait wasnt software dead"
X Link 2026-01-27T02:18Z 36.8K followers, 13.5K engagements
"Patience can be VERY rewarding. $NBIS at [---] vs [--] $PLTR at [---] vs [--] $SNOW at [---] vs [---] $IREN at [--] vs 45"
X Link 2026-01-27T02:37Z 36.8K followers, 15.1K engagements
"$AMZN AWS is the largest hyperscaler in the world bigger than $GOOGL Cloud and $MSFT Azure. The real question is simple. are you ready for it to reaccelerate AWS isnt just a cloud provider its a full-stack platform that keeps widening. The first decade of the 21st century was about cloud conversion. The second decade was about cloud optimization. The third decade is about vertical expansion deeper industry-specific workloads data and AI. The fourth decade will be about horizontal expansion AWS touching everything everywhere. And by the fifth decade we wont recognize the world were living in"
X Link 2026-01-27T13:24Z 36.8K followers, 26.7K engagements
"What in Sam Darnold is happening to $UNH"
X Link 2026-01-27T13:51Z 36.8K followers, [----] engagements
"$NET Cloudflare isnt cheap. But its also not wildly mispriced when you frame it through the lens of AI inference and real-time internet traffic. Inference requires fast low-latency communication. Your device isnt just running locally its constantly querying models in the cloud often from providers like Anthropic. That traffic needs to move instantly and thats where Cloudflare sits. It touches roughly 30% of global internet traffic operates massive edge infrastructure caches data closer to users and reduces the need for requests to travel back and forth across centralized clouds. That speed"
X Link 2026-01-27T14:00Z 36.8K followers, [----] engagements
"@amitisinvesting Way better opportunity in the market. But we can discuss on Sunday over a bear with Mr. @KrisPatel99 and milkman"
X Link 2026-01-27T16:45Z 36.8K followers, [----] engagements
"So $RDDT is down either due to the EU increasing scrutiny on social media platforms for minors or because Cleveland Research flagged a potential slowdown in advertising revenue this year. Either way the stock is back below $200. OpenAIs ChatGPT sources nearly 50% of its factual inputs from $GOOGL and YouTube. Roughly 40% comes from $RDDT with the remainder drawn from platforms like $META $AMZN and other databases. https://t.co/mK0CVuXGLC OpenAIs ChatGPT sources nearly 50% of its factual inputs from $GOOGL and YouTube. Roughly 40% comes from $RDDT with the remainder drawn from platforms like"
X Link 2026-01-27T16:55Z 36.8K followers, [----] engagements
"Me everytime people panic sell $MELI"
X Link 2026-01-27T19:20Z 36.9K followers, [----] engagements
"President Trump expressed optimism around a weaker U.S. dollar $DXY while noting that it can move up and down like a yo-yo"
X Link 2026-01-27T21:18Z 36.8K followers, [----] engagements
"@stocksnipa Crazy move man. $ON is coming from declining revenue to compressing margins but have been guiding for [----] to be 10-12 growth and expanding margins. Market is definitely picking up on it"
X Link 2026-01-27T22:10Z 36.8K followers, [---] engagements
"Perfect. Now squeeze the $INTC bears another 20% REPORT: Nvidia $NVDA is collaborating with Intel $INTC on next-gen Feynman chip architecture for release in [----]. https://t.co/hRZ0NR3PCq REPORT: Nvidia $NVDA is collaborating with Intel $INTC on next-gen Feynman chip architecture for release in [----]. https://t.co/hRZ0NR3PCq"
X Link 2026-01-27T23:36Z 36.8K followers, 53.5K engagements
"@amitisinvesting Now bring the dollar lower into mid terms"
X Link 2026-01-28T00:32Z 36.8K followers, [----] engagements
"$INTC gets $5B Anthropic gets $10B Anthropic increases to $20B OpenAI to get $30B Who has $40B *SOFTBANK IN TALKS TO INVEST AN ADDITIONAL $30 BILLION INTO OPENAI *SOFTBANK IN TALKS TO INVEST AN ADDITIONAL $30 BILLION INTO OPENAI"
X Link 2026-01-28T00:39Z 36.8K followers, [----] engagements
"ASML - Q4 [----] Earnings $ASML [-------] +8.61% ON ✅ Revenue: 9.72B (Est: 9.57B) ✅ Bookings: 13.16B (Est: 6.85B) FY2026 Guidance: ✅ Revenue: 34B-39B (Est: 35.15B) Updates: - Announced new share buyback program of up to 12B through end of 2028"
X Link 2026-01-28T06:12Z 37K followers, 18.3K engagements
"HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data center infrastructure in the U.S. Microchip Technology Industrial and automotive MCU demand improves as long-cycle analog orders normalize in U.S.-centric end markets. onsemi EV power SiC and energy infrastructure exposure aligns directly with the recovery TXN is signaling. STMicroelectronics Automotive and industrial analog"
X Link 2026-01-28T13:33Z 36.9K followers, [----] engagements
"Here is what I am watching for in the FOMC meeting: Markets expect the Fed to hold rates steady this week with policymakers signaling patience as last years cuts work through the economy and futures pricing still points to one or two cuts later this year. The bigger focus is the rising political pressure around Chair Powell and Fed leadership and whether this pause is a temporary wait-and-see stance or the start of a longer hold despite an easing bias. https://twitter.com/i/web/status/2016516659826028857 https://twitter.com/i/web/status/2016516659826028857"
X Link 2026-01-28T14:20Z 36.8K followers, [----] engagements
"$META dip buyers rn"
X Link 2026-01-28T21:49Z 36.8K followers, 21.6K engagements
"Per Reuters: The Trump administration is backing away from minimum price guarantees for U.S. critical minerals projects. Rare earth stocks hit after hours. $CRML -6.74% $MP -6.79% $USAR -7.78% $UAMY -4.12% $UUUU -7.76%"
X Link 2026-01-28T22:57Z 36.8K followers, 13.7K engagements
"$NOW beats across the board expands profitability and raises guidance. Stock down 4%. $TSLA misses revenue says its spending even more money than expected and continues burning cash faster. Stock up 3%. The market remains undefeated"
X Link 2026-01-29T03:43Z 36.8K followers, 12.3K engagements
"Great day to be long analog semis $ON $TXN $NXPI STMicroelectronics - Q4 [----] Earnings ✅ Revenue: $3.33B (Est: $3.28B) ✅ Gross Margin: 35.2% (Est: 35.1%) Q1 [----] Guidance: ✅ Revenue: $3.04B (Est: $2.92B) ✅ Gross Margin: 33.7% (Est: 33.3%) HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data https://t.co/nRcTYrbt01 HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and"
X Link 2026-01-29T06:12Z 37K followers, [----] engagements
"Its not just SaaS getting crushed fintech is right there with it. $SPY +1.98% $QQQ +3.08% Meanwhile fintech: $AFRM -11.7% $FOUR -4.3% $KLAR -10.7% $PYPL -7.0% $SOFI -10.4% $TOST -6.3% $XYZ -1.4% Breadth matters. This market is telling you exactly where it wants to be"
X Link 2026-01-29T12:52Z 37K followers, [----] engagements
"$MSFT Azure is accelerating where it matters most. Growth holding near 40% alongside a sharp increase in commercial bookings and RPO points to durable multi-year demand visibility even as margins reflect continued investment to support that scale. The question now is how $GOOGL Cloud and $AMZN AWS stack up as they report and whether they show the same depth of forward demand. https://twitter.com/i/web/status/2016879275178176515 https://twitter.com/i/web/status/2016879275178176515"
X Link 2026-01-29T14:21Z 36.8K followers, [----] engagements
"Dips bought ✅ $ZETA $AMZN"
X Link 2026-01-29T17:16Z 36.8K followers, [----] engagements
"Microsofts WORST DAY In [--] Years The Solid Report $META $MSFT $TSLA $NOW $RBRK $CRM $CRML $MP $UUUU $MU $SNDK $ON $TXN https://www.youtube.com/watchv=x6FcU80FuNk https://www.youtube.com/watchv=x6FcU80FuNk"
X Link 2026-01-29T19:19Z 36.8K followers, 13.8K engagements
"$NU RECEIVES APPROVAL TO ESTABLISH A U.S. NATIONAL BANK"
X Link 2026-01-29T19:36Z 36.9K followers, 67.4K engagements
"$TSLA ADDS $55B IN MARKET CAP AFTER ELON TWEETS YEAH CONFIRMING A SPACEX x XAI MERGER Elon: Yeah Market: +$55B +4% AH"
X Link 2026-01-29T22:24Z 36.9K followers, 82.7K engagements
"There is a 94% chance Trump is going to pick Kevin Warsh. If he does you better buckle up. He is a big hawk. This is why markets are pulling back. But things happen at the 11th hour. Will explain more tomorrow"
X Link 2026-01-30T07:53Z 36.8K followers, 16.3K engagements
"Gut punching reaction to $U from the $GOOGL news $GOOGL Gemini is taking market share of AI across all products with the release of Genie [--]. https://t.co/R26Sj0vDU7 $GOOGL Gemini is taking market share of AI across all products with the release of Genie [--]. https://t.co/R26Sj0vDU7"
X Link 2026-01-30T17:39Z 36.9K followers, [----] engagements
"@SayNoToTrading Sheeeesh"
X Link 2026-01-31T16:37Z 36.9K followers, [----] engagements
"@SayNoToTrading $AXON is trading at the level I bought it at last April and a much better business. Its just terrible sentiment for software right now. Babies get thrown out with the bath water"
X Link 2026-01-31T18:22Z 36.9K followers, [---] engagements
"Welcome to a new era of human transportation. Hard to be bearish long term on $GOOGL and $TSLA as they shape the future of autonomous ride sharing. $UBER and $LYFT will continue to aggregate demand increasingly powered by platforms like Waymo and $NBIS Avride. Market meltdowns are opportunities not sell signals for the convicted. https://x.com/Waymo/status/1989030563710136746/video/1 https://x.com/Waymo/status/1989030563710136746/video/1"
X Link 2026-01-31T20:10Z 36.9K followers, [----] engagements
"How Im feeling about $AMZN calls I bought last week"
X Link 2026-02-02T02:43Z 37K followers, 41.9K engagements
"Just a $31T economy growing at 4.2% Probably nothing"
X Link 2026-02-02T16:20Z 37K followers, [----] engagements
"Live shot of $AMZN calls over my $HOOD bags rn"
X Link 2026-02-02T16:43Z 37K followers, 16.3K engagements
"$PLTR IS NOW AT A RULE OF [---] Insane"
X Link 2026-02-02T21:09Z 36.9K followers, 57.7K engagements
"Palantir - Q4 [----] Earnings $PLTR [------] +6.39% AH ✅ Revenue: $1.41B (Est: $1.34B) +70% YoY ✅ EPS: $0.24 (Est: $0.21) Additional Metrics: U.S. Revenue: $1.08B +93% YoY U.S. Commercial revenue: $507M +137% YoY Total contract value: $4.26B +138% YoY Adjusted operating margin: 57% Adjusted free cash flow: $791M 56% margin Cash and investments: $7.2B Q1 [----] Guidance: ⚪ Revenue: $1.532-1.536B ⚪ Adjusted operating income: $870-874M FY2026 Guidance: ⚪ Revenue: $7.182-7.198B +61% YoY ⚪ U.S. commercial revenue: $3.14B +115% YoY ⚪ Adjusted operating income: $4.126-4.142B ⚪ Adjusted free cash flow:"
X Link 2026-02-02T21:25Z 36.9K followers, [----] engagements
"SpaceX released a press release confirming the completed acquisition valuing xAI at $250B and SpaceX at $1T. The plan includes deploying 100GW of capacity into deep space annually targeting a 1TW run rate for deployed data center capacity over time. 🤯🤯🤯 ✅ SpaceX ✅ ✅ xAI $TSLA SPACEX MERGER WITH xAI CONFIRMED IN COMPANY MEMO $TSLA CEO Elon Musk sent a company-wide memo outlining what comes next. Just think Grok embedded across SpaceX systems riding aboard Starship learning adapting and traveling with humanity as it pushes toward Mars. Wow. https://t.co/l3qlUwl6Z3 SPACEX MERGER WITH xAI"
X Link 2026-02-02T23:43Z 36.8K followers, [----] engagements
"@amitisinvesting That print was out of this world wow"
X Link 2026-02-03T03:41Z 36.8K followers, 15.1K engagements
"@WolfRyan @grok @BitCeo Refuses to admit hes wrong just like someone we know on this platform lol Specifically in the bitcoin miner space"
X Link 2026-02-03T04:38Z 36.9K followers, [---] engagements
"$TER Teradyne reported earnings yesterday after-hours. Up 27% in [--] week. Grew EPS by 93% YoY and Revenue by 43% YoY"
X Link 2026-02-03T13:33Z 36.9K followers, [----] engagements
"Here is the story of $PYPL CEO Alex Chriss NEW PAYPAL CEO PayPal $PYPL announced today that its board has appointed HP veteran Enrique Lores as president and CEO effective March 1st succeeding Alex Chriss NEW PAYPAL CEO PayPal $PYPL announced today that its board has appointed HP veteran Enrique Lores as president and CEO effective March 1st succeeding Alex Chriss"
X Link 2026-02-03T13:44Z 36.8K followers, [----] engagements
"@Brian_Stoffel_ Never thought Id see $SE down here again sir"
X Link 2026-02-03T14:51Z 36.8K followers, [---] engagements
"Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA"
X Link 2026-02-03T19:19Z 36.9K followers, 19.5K engagements
"@WheelieInvestor When $ZETA is back above $20"
X Link 2026-02-03T21:28Z 36.9K followers, [----] engagements
"FIRST MEETUP EVER MY MIND IS BLOWN 🤯 The community @amitisinvesting has built is unreal. So many cool people all age groups from all over the world. I uploaded all my photos at the Google Photos link in the reply below - please add yours too so we can relive it 🙏 Grateful to be a part of it. Comment if you attended and what your favorite part was. I cherish every moment with each of you even if it was brief. Shoutout to the crew 🙌 https://twitter.com/i/web/status/2018822912363635160 https://twitter.com/i/web/status/2018822912363635160"
X Link 2026-02-03T23:04Z 36.9K followers, 27.5K engagements
"1. If someone is down 75% on a stock dont throw shade at them. Its the last thing they want to hear. We all make mistakes. Dont condemn others everyone knows youre not perfect. You arent fooling anyone"
X Link 2026-02-04T01:24Z 36.9K followers, [----] engagements
"2. I remember the day I sold $ENPH. I bought at $170 and finally sold at $120. Once I sold it became easier to see the flaws in other stocks I was bagholding. As @StockMarketNerd said food will taste better and the air will smell cleaner"
X Link 2026-02-04T01:26Z 36.9K followers, [----] engagements
"@JLIRL20 @amitisinvesting Last Sunday"
X Link 2026-02-04T03:09Z 36.8K followers, [---] engagements
"Mentioning $ZETA was a bad joke guys. The market clearly sold off the good news today. Once we break support levels I stop adding to names in perpetuity. And I also cut low conviction names. This is not a low conviction for me. I will be holding but today I will be discussing some plans if we continue the sell off https://twitter.com/i/web/status/2019096670689194424 https://twitter.com/i/web/status/2019096670689194424"
X Link 2026-02-04T17:12Z 36.9K followers, [----] engagements
"JUST IN: IRAN NUCLEAR TALKS ON FRIDAY WERE CANCELLED"
X Link 2026-02-04T17:29Z 36.8K followers, [----] engagements
"Nuclear Talks and SaaS Stocks The Solid Report $IGV $PLTR $NOW $SPY $QQQ $AMD $NVDA https://www.youtube.com/watchv=5Sn6OQ4hDWI https://www.youtube.com/watchv=5Sn6OQ4hDWI"
X Link 2026-02-04T19:11Z 36.8K followers, [----] engagements
"@pennycheck Balance Sheet Expansion Lower Rates"
X Link 2026-02-04T20:18Z 36.8K followers, [---] engagements
"$GOOGL CLOUD GREW AT 48% And at the same time expanding profitability. Insane"
X Link 2026-02-04T21:24Z 36.8K followers, [----] engagements
"$GOOGL is projecting [----] CapEx at $180B. And we thought $META was an insane guide. Get ready for $AMZN tomorrow"
X Link 2026-02-04T21:29Z 36.9K followers, 27.6K engagements
"@SmallCapSnipa All about TPUs rn"
X Link 2026-02-04T23:22Z 36.8K followers, [---] engagements
"@REXShares Surprised $AAPL was red today but it is a flight to safety"
X Link 2026-02-05T04:36Z 36.8K followers, [---] engagements
"@twoeraserheads It is science and it must be studied"
X Link 2026-02-05T05:11Z 36.8K followers, [---] engagements
"More $HIMS and $NVO drama $NVO calling $HIMS basically the corner store drug dealer lol https://t.co/hDPgukSvX3 $NVO calling $HIMS basically the corner store drug dealer lol https://t.co/hDPgukSvX3"
X Link 2026-02-05T16:34Z 36.8K followers, [----] engagements
"$META: Raising CapEx to $125B $GOOGL: $180B $AMZN in [--] hours"
X Link 2026-02-05T18:54Z 36.8K followers, 18.3K engagements
"$MOH is down 30% AH Some healthcare stocks getting hit. $UNH -1.35% $OSCR -5%"
X Link 2026-02-05T21:24Z 37K followers, [----] engagements
"WILD AFTER HOURS ACTION $AMZN -7.8% $IREN -13.0% $RDDT -1.6% from +10% $MSTR no comment $RBLX +23.2% $BE +19.5% $CLSK -8.1% $AFRM -4.6% $FTNT +8.9% $DOCS -31.3% $TEAM -7.1% $BILL +14.7% $SYNA -2.6%"
X Link 2026-02-05T21:27Z 37K followers, 18.3K engagements
"$BTC $63k $ETH $1.8k"
X Link 2026-02-05T21:42Z 36.8K followers, [----] engagements
"$AMZN CEO ANDY JASSY "Tranium is a multi billion dollar run rate business which is FULLY subscribed.""
X Link 2026-02-05T22:38Z 36.8K followers, 14.3K engagements
"$AMZN CEO Andy Jassy on OpenAI Partnership "We announced an agreement with OpenAI in November. We're excited about that agreement. It's a big one. And WE HAVE A LOT OF RESPECT for the company. And we hope to continue to extend our partnership over time. But this you know this AI movement is not going to be a couple companies. It's going to be THOUSANDS of companies over time." $AMZN CAPEX $200B GOTCHA B $AMZN CAPEX $200B GOTCHA B"
X Link 2026-02-05T22:44Z 36.8K followers, [----] engagements
"@srobo1_ The dollar tree looks a lot different these days"
X Link 2026-02-06T00:45Z 36.9K followers, [---] engagements
"Trillions lost in market cap and not a care in the world"
X Link 2026-02-06T01:15Z 36.9K followers, 12.5K engagements
"@sharigordon It was not an official nomination yet"
X Link 2026-02-06T02:25Z 36.9K followers, [---] engagements
"AAII sentiment just registered its highest Neutral rating in the last year surpassing even April [----]. Remarkable"
X Link 2026-02-06T02:37Z 36.8K followers, [----] engagements
"@TheRonnieVShow People dont talk about risk management enough"
X Link 2026-02-06T02:55Z 36.8K followers, [---] engagements
"@StockMarketNerd These jobs are software engineering but its more focused on infrastructure not app development"
X Link 2026-02-06T21:23Z 36.9K followers, [----] engagements
"Here is the source. so glad I don't own a company that would try to pull off a stunt like this $HIMS https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs"
X Link 2026-02-06T22:15Z 36.9K followers, [----] engagements
"Congratulations to Tevis and @Futurenvesting for finally getting an interview with @anthonynoto Great weekend material $SOFI We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM"
X Link 2026-02-06T23:10Z 36.9K followers, 11K engagements
"THE COST OF FABRICATION FOR MEMORY The DRAM industry has become capital-intensive with Samsung SK hynix and $MU controlling over 90% of global production. Fab construction now costs $20B compared to just a few billion a decade ago. This explosion in costs driven by extreme ultraviolet lithography equipment from suppliers like $ASML deposition and etching tools from $AMAT and $LRCX and increasingly complex process technologies has created a barrier to entry so high that only the deepest-pocketed companies can compete. https://twitter.com/i/web/status/2020096723578683743"
X Link 2026-02-07T11:26Z 36.9K followers, 42K engagements
"DEMAND IS NOT SLOWING DOWN As CapEx accelerates from $AMZN $GOOGL $META and $MSFT the demand for compute continues to increase. $NVDA compute remains in very high demand with top priority given to everything from the fastest Blackwell chips down to Grace Hopper Hopper and beyond"
X Link 2026-02-07T13:27Z 36.9K followers, [----] engagements
"Anything security or customer facing is mission critical. $CRM and $NOW is debatable actually. Since those are usually internal applications it might not be but every company is different. $MNDY and $TEAM would be mission critical as well. Monday is important for a sales-driven company but even a development/product company it is just as important. Atlassian is also important especially in software companies for development. I would say disruption starts with license based products vs consumption. https://twitter.com/i/web/status/2020375424711414102"
X Link 2026-02-08T05:53Z 36.9K followers, [----] engagements
"$META is trading at a Forward PE of [--] $SPY is trading at a Forward PE of [--] How does this end up being a bad idea"
X Link 2026-02-08T06:27Z 36.9K followers, 11.1K engagements
"PETER SCHIFF JUST SAID GOLD IS HEADING TO $20K Which one comes first $BTC Bitcoin 20k $GLD Gold 20k"
X Link 2026-02-08T11:35Z 36.9K followers, 13.5K engagements
"Kudos to the soon to be former FOMC chair for the original post. Yes. we give credit to people out here. https://x.com/alifarhat79/status/2020136267078398197s=20 A stock Ive been holding for [--] months [--] minute after I sell it https://t.co/ho8FHRj2AL https://x.com/alifarhat79/status/2020136267078398197s=20 A stock Ive been holding for [--] months [--] minute after I sell it https://t.co/ho8FHRj2AL"
X Link 2026-02-08T14:49Z 36.9K followers, [----] engagements
"@Meme0rable If it wasnt for him there would not be an AWS"
X Link 2026-02-08T17:27Z 36.9K followers, [----] engagements
"I wish they would do this to $ON but they already did hehe"
X Link 2026-02-08T18:34Z 36.9K followers, [----] engagements
"@amit_bhandari_ Its been on the back burner for me. Im bullish but it doesnt apply to HBM used in DRAM builds for AI chips. $PSTG is NAND-based flash storage not DRAM on-chip memory"
X Link 2026-02-08T18:38Z 36.9K followers, [---] engagements
"If this continues into [----] how cooked are we Big Tech is no longer experimenting with AI. It is building for scale. CapEx is accelerating as $GOOGL $AMZN $MSFT and $META invest heavily in compute data centres and long-term AI infrastructure. By 2026E $META and $GOOGL commit the highest share of revenues to https://t.co/461N4S5VE0 Big Tech is no longer experimenting with AI. It is building for scale. CapEx is accelerating as $GOOGL $AMZN $MSFT and $META invest heavily in compute data centres and long-term AI infrastructure. By 2026E $META and $GOOGL commit the highest share of revenues to"
X Link 2026-02-08T20:39Z 36.9K followers, 15.9K engagements
"@traderDanielle @iamcoriarnold According to Mark Zuckerberg theres far more risk to underspending than overspending. Time will only tell"
X Link 2026-02-08T21:12Z 36.9K followers, [---] engagements
"$IREN contracted capacity build-out currently sits at 3.6GW. Can $NBIS top that in their announcement this week Nebius 3.6GW IREN Nebius 3.6GW IREN"
X Link 2026-02-08T21:58Z 36.9K followers, 21.5K engagements
"Joe Montana wearing a casual long sleeve black shirt in front of 10s of millions of viewers. What a legend 🤣"
X Link 2026-02-08T23:36Z 36.9K followers, [----] engagements
"@Meme0rable Jassy convinced Bezos to turn AWS into a commercial business tho. One of the first megacaps to do it"
X Link 2026-02-09T00:35Z 36.9K followers, [---] engagements
"$GLD Gold is rallying above 5k up 1.7% $SLV Silver is back above [--] up 6.5% Is this a reversal"
X Link 2026-02-09T06:15Z 36.9K followers, [----] engagements
"$NVDA CEO Jensen Huang said in an interview last week that software is no longer just a single tool its a collaboration of many tools working together similar to how Excel evolved into an entire productivity ecosystem. He pointed to how $META uses AI through agentic generative systems to match the right audience with the right ads how $AMZN applies AI-driven advertising and recommendations to optimize shopping experiences and how $MSFT is embedding AI deeply across enterprise software. Software is not dead its entering its next acceleration phase."
X Link 2026-02-09T13:19Z 37K followers, 25.6K engagements
"ARE AI AGENTS THE DEATH OF SOFTWARE Databricks CEO Ali Ghodsi says the SaaS gravy train is over. According to Ghodsi predictable subscription revenue made software companies lazy but AI now forces real innovation or extinction. The [----] split is brutal. AI-native companies like $SNOW surged 25% and are now trading near 52-week lows. With enterprise AI spend coming not just from $MSFT $META $GOOGL and $AMZN but also directly from enterprises in [----] every SaaS category faces existential scrutiny as CIOs ask whether AI agents can replace expensive contracts. Build something genuinely"
X Link 2026-02-10T14:09Z 37K followers, 11.5K engagements
"$NBIS is acquiring Tavily now adding AI agents to their stack. Full stack cloud Full stack infrastructure (mostly) Full stack AI suite Earnings Thursday. Yes I will be streaming"
X Link 2026-02-10T15:11Z 37K followers, [----] engagements
"Nebius Earnings Live The Solid Report LIVE AT 6:45 AM EST YouTube Link $NBIS Earnings Report Compare to $IREN New Deals $MSFT $META Live Earnings Call at 8AM EST"
X Link 2026-02-12T07:19Z 37K followers, [----] engagements
"Applied Materials - Q1 FY2026 Earnings $AMAT [------] +10.5% AH ✅ Revenue: $7.01B (Est: $6.9B) -2% YoY ✅ EPS: $2.54 (Est: $2.20) Additional Metrics: GAAP Gross Margin: 49.0% Operating Income: $1.83B Non-GAAP Free Cash Flow: $1.04B +91% YoY Cash From Operations: $1.69B Shareholder Returns: $702M (Buybacks + Dividends) Segment Highlights: Semiconductor Systems Revenue: $5.14B Applied Global Services Revenue: $1.56B Record DRAM revenue in Semi Systems Record services and spares revenue in AGS Q2 FY2026 Guidance: ⚪ Revenue: $7.65B ⚪ Non-GAAP EPS: $2.64"
X Link 2026-02-12T21:07Z 37K followers, [----] engagements
"The SaaS carnage continues $MDB -2.70% $PLTR -1.61% $SNOW -2.22% $RBRK -3.74% $S -1.60% $ZS -3.21% $NOW -4.06% $PAYC -1.78% $TEAM -6.49% $TTAN -3.99% $WDAY -2.47% $ADBE -2.66% $AI -3.14% $CRM -3.16% $DDOG -2.71% $GTLB -5.36% $KVYO -2.39% $MNDY -3.32%"
X Link 2026-02-11T14:52Z 37K followers, 17.1K engagements
"$ASTS announced registered direct offerings to fund up to $300M in convertible note repurchases alongside a separate $1.0B convertible notes offering due [----]. The stock is down 9% AH after unveiling plans to repurchase 100% of the $50M 4.25% notes and up to $250M of the 2.375% notes due [----]. https://twitter.com/i/web/status/2021708145404653640 https://twitter.com/i/web/status/2021708145404653640"
X Link 2026-02-11T22:09Z 37K followers, 41.2K engagements
"$NBIS Triple Ten grew revenue by 88% YoY and accounted for 6% of group revenue in Q4"
X Link 2026-02-12T12:28Z 37K followers, 13.5K engagements
"GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%"
X Link 2026-02-12T18:04Z 37K followers, 10.8K engagements
"JUST IN: HEADLINE CPI COMES IN AT 2.4% VS 2.5% I mean"
X Link 2026-02-13T13:48Z 37K followers, [----] engagements
"$NBIS Earnings call is live RIGHT NOW https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20 https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20"
X Link 2026-02-12T13:06Z 37K followers, 34.7K engagements
"@amitisinvesting Something is definitely wrong when $GRAB is green and the market is deep red"
X Link 2026-02-12T18:37Z 37K followers, [----] engagements
"$RDDT Director dumps $7.5M into her position. Thats some serious conviction. Bottom anyone"
X Link 2026-02-13T02:45Z 37K followers, 31.6K engagements
"MARKET CLOSE $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $METAhttps://www.youtube.com/watchv=J5zKmd6mn9w"
X Link 2026-02-13T19:26Z 37K followers, [----] engagements
"2026 has been wild. Invasions political drama a Fed Chair inquiry APR caps and now fears that software is dead. HERE ARE THE WORST S&P [---] SOFTWARE DRAWDOWNS: [--]. $INTU -17.68% [--]. $NOW -16.89% [--]. $GDDY -15.81% [--]. $APP -15.59% [--]. $ADBE -15.39% [--]. $AIG -14.75% [--]. $CRM -14.27% [--]. $WDAY -13.00% [--]. $CEG -12.90% [--]. $DDOG -12.48% [--]. $PSKY -11.94% [--]. $PGR -11.13% [--]. $HPE -10.74% [--]. $ADSK -10.24% [--]. $EXE -9.50% [--]. $LVS -9.43% [--]. $DASH -9.34% [--]. $CHTR -9.10% [--]. $SWKS -8.89% [--]. $HPQ -8.57% https://twitter.com/i/web/status/2012503691161391413 https://twitter.com/i/web/status/2012503691161391413"
X Link 2026-01-17T12:34Z 37K followers, 13.9K engagements
"$APP is down nearly 5% as the market digests another short attack on the dominant advertising platform. ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied to Asian criminal networks. But at the end of the day these reports often trigger a https://t.co/dEoQlmki8A ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied"
X Link 2026-01-20T03:31Z 37K followers, 15.2K engagements
"YTD PERFORMANCE - NEOCLOUDS & MINERS For context $SPY and $QQQ are up roughly 1% YTD. 🤯 $APLD +34.1% $IREN +32.7% $GLXY +28.9% $BTDR +25.8% $RIOT +22.0% $CLSK +18.7% $CRWV +17.2% $WULF +10.8% $CIFR +8.5% $MARA +6.0% $BITF +5.9% $NBIS +5.1% $BTBT +3.4%"
X Link 2026-01-25T13:20Z 37K followers, [----] engagements
"Did you catch $TER Teradyne up 22.5% AH. Teradyne sits at the intersection of chips robotics and precision testing core infrastructure for deploying AI at scale. Insane move"
X Link 2026-02-02T23:37Z 37K followers, 18.6K engagements
"$BTC fear and greed index is at [--]. Wow. But I do think this one is capable of going negative"
X Link 2026-02-12T07:27Z 37K followers, [----] engagements
"$COIN bulls saying the stock is up 17% because of earnings and not $BTC"
X Link 2026-02-14T03:36Z 37K followers, [----] engagements
"TOM LEES [----] FORECASTS FOR ETHEREUM Chairman of $BMNR sees $ETH at $4000 by end of July and $10k-15k by EOY. This is based on $CRCL multiples and Layer [--] usage premiums"
X Link 2025-07-19T18:07Z 37K followers, 356.3K engagements
"DAVID TEPPER HOLDS $1.3B IN $BABA AND $UNH Wall Streets favorite China bull is calling both value plays with asymmetric upside. Hes also sitting on nearly $2B across $MSFT $UBER $GOOGL $NVDA $AMZN plus energy bets in $VST and $NRG. Energy and AI"
X Link 2025-08-22T01:15Z 37K followers, 19.3K engagements
"Name a stock that will do this next week"
X Link 2025-08-30T19:53Z 37K followers, 576.8K engagements
"$GOOGL WAYMO TO INTEGRATE AUTONOMY INTO PUBLIC TRANSPORTATION This is insane Starting in Chandler AZ Waymo has partnered with $VIA to roll out autonomous vehicles into public transit"
X Link 2025-09-18T12:27Z 37K followers, [----] engagements
"$HTZ HERTZ ISSUES $250M EXCHANGABLE SENIOR NOTES UP 17% AH Does anyone know an ETF that follows Bill Ackman $ACKY 👀"
X Link 2025-09-24T20:49Z 37K followers, [----] engagements
"$RKLB FINALIZES ACQUISITION OF MYNARIC TO STRENGTHEN SPACE-BASED LASER COMMUNICATIONS FOR $150M Rocket Lab announced its intention to acquire German laser comms company Mynaric AG earlier this year and today finalized the deal for $75M in cash or stock with up to $75M more in performance-based earn-outs through [----]. https://twitter.com/i/web/status/1971308918656864557 https://twitter.com/i/web/status/1971308918656864557"
X Link 2025-09-25T20:20Z 37K followers, 24.1K engagements
"ENERGY DEMAND FROM DATACENTERS HAS A 10Y CAGR AT 14.8% Companies to benefit from this demand: Nuclear: $CEG $CCJ $OKLO $NNE $SMR $GEV $BN $BAM (Westinghouse) $BWXT $LTBR LNG (Natural Gas): $NEXT $VG $LNG $TELL Renewables: $NEE $BE $FSLR $ENPH $RUN $ORA Battery Suppliers: $TSLA $EOSE $ENS $ALB $LAC Grid / Utilities: $DUK $SO $EXC $D $AEP $ED $PCG $XEL $EIX https://twitter.com/i/web/status/1974894101729546425 https://twitter.com/i/web/status/1974894101729546425"
X Link 2025-10-05T17:47Z 37K followers, 141.6K engagements
"Navitas Semiconductor - Q3 [----] Earnings $NVTS [-----] -10.29% AH ✅ Revenue: $10.1M (Est: $10.1M) -53% YoY ❌ EPS: -$0.09 (Est: -$0.07) Additional Metrics: Non-GAAP EPS: -$0.05 Non-GAAP Op Loss: -$11.5M GAAP Op Loss: -$19.4M Cash & Equivalents: $150.6M Business Highlights: - Strategic pivot underway: shifting away from consumer/mobile to AI datacenter grid infrastructure and industrial electrification markets. - Named power semiconductor partner by $NVDA for its next-gen 800V AI factory architecture. - Introduced new GaNFast and SiC products for high-power systems. - Sampling 2.3kV and 3.3kV SiC"
X Link 2025-11-03T21:31Z 37K followers, [----] engagements
"Grab Holdings - Q3 [----] Earnings $GRAB [----] +1.8% AH ❌ Revenue: $873M (Est: $876.6M) +22% YoY ✅ EPS: $0.01 (Est: $0.02) vs. $0.01 YoY Additional Metrics: On-Demand GMV: $5.77B +24% YoY Adjusted EBITDA: $136M +51% YoY Profit: $17M (vs. $15M YoY) Adjusted Free Cash Flow (TTM): $283M +185M YoY Monthly Transacting Users (MTUs): 47.7M +14% YoY FY2025 Guidance: ✅ Revenue: $3.38-3.40B (Prior: $3.33-3.40B) ✅ Adjusted EBITDA: $490-500M (Prior: $460-480M) Segment Highlights: - Deliveries Revenue: $465M +23% YoY Segment EBITDA: $78M +42% - Mobility Revenue: $317M +17% YoY Segment EBITDA: $181M +21% -"
X Link 2025-11-03T22:56Z 37K followers, 53.8K engagements
"Everyone knows the news that $GOOGL is investing $40B into a datacenter in Texas specifically in Haskell County. But we need to connect the dots here. Hyperscalers like Google and $MSFT are targeting this region and not just on their own. They are partnering with $IREN and $CIFR to rapidly build large scale datacenters in the area. Power is a bottleneck but these two companies have already booked the energy needed to power these datacenters at a combined 6GW of capacity in AI compute"
X Link 2025-11-15T17:37Z 37K followers, 229.1K engagements
"Which stock will do this tomorrow after $NVDA earnings"
X Link 2025-11-19T03:17Z 37K followers, 424.2K engagements
"Whenever I travel to Europe there are always an obscene amount of $NIO $BYDDF and $XPEV EVs around way more than $TSLA. That along with the boom in BEVs and PHEVs is what caused the major shift in the chart below"
X Link 2025-11-30T00:35Z 37K followers, 15.3K engagements
"Marvell Technology - Q3 [----] Earnings $MRVL [-----] -4.29% AH ✅ Revenue: $2.075B (Est: $2.06B) +37% YoY ✅ EPS: $0.68 (Est: $0.67) Additional Metrics: - Data Center Revenue: $1.308B +54% YoY 63% of total - AI Revenue: $800M +2.7x YoY - AI mix of Data Center: 61% - AI mix of Total Revenue: 39% - AI Guidance Next Q: $900M - Gross Margin: 62.0% GAAP 64.9% Non-GAAP - Operating Margin: 7.5% GAAP 32.6% Non-GAAP - Net Income: $93.4M GAAP $452.6M Non-GAAP - Diluted EPS: $0.11 GAAP $0.68 Non-GAAP Q4 [----] Guidance: ✅ Revenue: $1.420-1.520B (Est: $1.44B) ✅ EPS: $0.41-0.51 (Est: $0.46) Segment Highlights: -"
X Link 2025-12-02T21:17Z 37K followers, 10.2K engagements
"Applied Digital - Q2 FY2026 Earnings $APLD [-----] +8.33% AH ✅ Revenue: $126.6M (Est: $79.7M) +250% YoY ✅ EPS: -$0.08 (Est: -$0.17) Additional Metrics: - High-Performance Computing (HPC) Hosting Revenue: $80.2M +388% QoQ - Crypto Hosting Revenue: $46.4M - GAAP Net Income: $5.4M - Adjusted EBITDA: $47.2M - Gross Margin: 41% - Net Margin: 4% Strategic Updates: - HPC business now 63% of total revenue - Focused expansion into AI and HPC hosting services - Operating [--] HPC datacenters and planning additional capacity in [----] https://twitter.com/i/web/status/2009021268281184306"
X Link 2026-01-07T21:56Z 37K followers, 10.1K engagements
"$TSM EARNINGS DEMAND MORE SUPPLY FOR MACHINERY AND EQUIPMENT This is why $AMAT $ASML $LRCX are rallying overnight Applied Materials +4.10% TSMCs earnings commentary signals sustained capacity expansion which directly drives higher demand for deposition etch CMP and process-control tools across new and existing fabs ASML +4.77% More leading-edge and advanced-node capacity ultimately requires additional EUV and advanced DUV systems reinforcing long-term order visibility and backlog strength Lam Research +4.21% Rising fab intensity and utilization increase demand for etch and deposition tools"
X Link 2026-01-15T07:01Z 37K followers, 23.2K engagements
"$PGY is down 50% in just [--] months. What happened"
X Link 2026-01-20T05:21Z 37K followers, 23.6K engagements
"$ON catching a sympathy bid as the market re-rates analog and power semis. Picks-and-shovels momentum builds off explosive earnings from $TXN"
X Link 2026-01-27T21:07Z 37K followers, [----] engagements
"Did a $ZETA thing"
X Link 2026-02-02T08:22Z 37K followers, 27.6K engagements
"$PLTR shareholders digesting the print"
X Link 2026-02-02T21:36Z 37K followers, 27.3K engagements
"Let's see if we can live to fight another day. $SPY and $QQQ looking good again. Not so much for the Nasdaq but market always depends on the S&P [---]. Question for @stocktalkweekly does $ENS or $PLPC every drop Wow. $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS"
X Link 2026-02-03T20:52Z 37K followers, 13.4K engagements
"$ZETA reclaimed the daily 200MA before close and looking a lot better than this morning. Let's cross our fingers. Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe"
X Link 2026-02-03T21:08Z 37K followers, 15.1K engagements
"Advanced Micro Devices - Q4 [----] Earnings $AMD [------] -5.20% AH ✅ Revenue: $10.27B (Est: $9.67B) +34% YoY ✅ EPS (non-GAAP): $1.53 (Est: $1.24) +40% YoY Additional Metrics: Data Center Revenue: $5.38B +39% YoY Gross Margin: 57% (non-GAAP) Operating Income: $2.85B (non-GAAP) Free Cash Flow: $2.08B Q1 [----] Guidance: ⚪ Revenue: $9.5-10.1B (midpoint implies 32% YoY growth) ⚪ Gross Margin: 55% (non-GAAP) https://twitter.com/i/web/status/2018797957580194169 https://twitter.com/i/web/status/2018797957580194169"
X Link 2026-02-03T21:25Z 37K followers, [----] engagements
"Solid talk. How are we feeling $PYPL or $ZETA"
X Link 2026-02-03T21:48Z 37K followers, 15K engagements
"Super Micro Computer - FY2026 Q2 Earnings $SMCI [-----] +8.17% AH ✅ Revenue: $12.7B (Est: $10.4B) +123% YoY ✅ EPS: $0.60 (Est: $0.46) Additional Metrics: - Net income: $401M - Gross margin: 6.3% - Non-GAAP EPS: $0.69 - Cash and equivalents: $4.1B Q3 FY2026 Guidance: - Revenue: at least $12.3B - GAAP EPS: at least $0.52 - Non-GAAP EPS: at least $0.60 FY2026 Guidance: - Revenue: at least $40.0B https://twitter.com/i/web/status/2018808542954950763 https://twitter.com/i/web/status/2018808542954950763"
X Link 2026-02-03T22:07Z 37K followers, [----] engagements
"I dunno. it just seems unlikely that a very low margin business like $SMCI will inflect out of nowhere. They don't fabricate chips they dont design chips they build design and deploy servers. They deal in volumes. They are the proxy for the AI datacenter buildout. Not the key winner. https://twitter.com/i/web/status/2018810547744194649 https://twitter.com/i/web/status/2018810547744194649"
X Link 2026-02-03T22:15Z 37K followers, [---] engagements
"$PYPL $50B $TSLA $44B in cash SpaceX basically can do it What says you @elonmusk Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and generates cashflow. It needs a work over but could be one of https://t.co/ra5Ejay5Au Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and"
X Link 2026-02-03T23:23Z 37K followers, 12.8K engagements
"Trump just saved us all from SaaS apocalypse [----] And also $ZETA 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS"
X Link 2026-02-04T15:44Z 37K followers, 13.9K engagements
"@stocktalkweekly I know Im in some high beta names getting wrecked but I refuse to add to positions that continue to fall off a cliff. $RBRK may not fall in your belt but average in the $30 range helps me hold it. Not adding at all right now but also not selling"
X Link 2026-02-04T17:22Z 37K followers, [----] engagements
"Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one truly knows where it stops. The only thing you control is yourself and your portfolio. If you do not like a stock or find yourself stuck holding a position step back and ask whether you still believe in the company and the thesis. If the answer is no it is time to sell"
X Link 2026-02-04T18:00Z 37K followers, 48.3K engagements
"@pennycheck Yes sir great news for $ON"
X Link 2026-02-04T18:25Z 37K followers, [---] engagements
"Nuclear Talks and SaaS Stocks The Solid Report LIVE AT 2:20 PM EST YouTube Link CloudX Headlines $IGV $PLTR $NOW Nuclear Talks Collapsing $SPY $QQQ Is the MI Series is Not Enough $AMD $NVDA Some Solid Talk My Raw Thoughts Segment Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one Everyone needs to understand that financials and fundamentals do not matter when an entire"
X Link 2026-02-04T19:11Z 37K followers, 47.5K engagements
"@spinner213 Thank you. That was never my bull case but Ill take it"
X Link 2026-02-04T20:30Z 37K followers, [--] engagements
"$AVGO shareholders The winner in the new Capex budget of Google is. broadcom The winner in the new Capex budget of Google is. broadcom"
X Link 2026-02-05T02:58Z 37K followers, [----] engagements
"HERE IS WHY THE MARKET IS IN FREE FALL Short-term pain usually comes before long-term gain especially when monetary discipline takes priority. Monetary policy matters more than narratives and liquidity ultimately dictates asset prices. Kevin Warshs monetary framework skews hawkish tighter financial conditions balance sheet discipline and less tolerance for inflation persistence. That pushes rates higher for longer which pressures software companies that rely on cheap debt and forward-duration cash flows like $NOW $SNOW $MDB $CRM while also compressing multiples across high-beta trades tied to"
X Link 2026-02-05T04:37Z 37K followers, 16.4K engagements
"$META explosive earnings. Gave back all of the earnings gains. $GOOGL phenomenal print. Down 4%. $PLTR crushed it. Back in 120s. If this price action scares you you either dont have the conviction or you were levered up. On the bright side the safety trade is underperforming tech right now. $XLB down 2% while $XLK only 1%. $XLE down 2% while $XLY only 1.5%. Lets see if its a reversal today. Especially with $AMZN reporting after hours. Will be live with Amit and a few Amazon bagholders this afternoon. Everyone needs to understand that financials and fundamentals do not matter when an entire"
X Link 2026-02-05T16:32Z 37K followers, 24.2K engagements
"$AMZN AWS GREW BY 24% WOW"
X Link 2026-02-05T21:03Z 37K followers, [----] engagements
"$AMZN AWS and Advertising are their highest margin business and both grew 24% and 23% respectively. The $200B CapEx is the number one reason why the stock is down. But I do not trust the after hours action. Stock was down 10.5% now only 7%. Let's see how price action follows tomorrow. https://twitter.com/i/web/status/2019520081756319878 https://twitter.com/i/web/status/2019520081756319878"
X Link 2026-02-05T21:14Z 37K followers, [----] engagements
"Anyone know where the $IREN Anthropic deal insider went"
X Link 2026-02-05T22:17Z 37K followers, 31.1K engagements
"$AMZN "Our backlog is $244 billion. That's up 40% year over year I think it's up 22% quarter over quarter." $AMZN CAPEX $200B GOTCHA B $AMZN CAPEX $200B GOTCHA B"
X Link 2026-02-05T22:56Z 37K followers, 10.9K engagements
"I find it VERY odd how Warsh is only 95% and Judy Shelton is creeping higher. Whats even more suspicious is nearly $100M of volume with the most on Shelton. Pricing out Warsh would be the most bullish thing for tech right now. It would literally be a buy everything moment"
X Link 2026-02-06T02:12Z 37K followers, 15.4K engagements
"$ON ON Semiconductor. Part of the power chip sector in semis. Guiding for 10-12% growth in [----]. Outperforming $SPY and $QQQ by 20%+ YTD. Has no idea what the rest of the market is doing and printed -10% growth last quarter. Lets see how this works out. Long since $47"
X Link 2026-02-06T02:49Z 37K followers, [----] engagements
"$HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect"
X Link 2026-02-06T22:02Z 37K followers, 64.3K engagements
"AI DISRUPTION: WHY THE MARKET IS OVERREACTING The AI disruption narrative has hammered software stocks like $MSFT $NOW $SNOW $ACN and $MDB with $IGV selling off on fears that call centers will disappear and coding outsourcing will collapse as AI replaces entire workforces. The market is pricing in an immediate revenue cliff. But here's what's being missed: AI is an amplifier not a near-term replacement. Companies with strong moats become MORE valuable as AI boosts productivity and cuts costs. The fear ignores implementation timelines enterprise sales cycles and the reality that most companies"
X Link 2026-02-07T12:31Z 37K followers, 19.9K engagements
"FED BALANCE SHEET REDUCTION: WARSH'S LIQUIDITY DRAIN Kevin Warsh wants aggressive Fed balance sheet reduction and that means tightening liquidity across the system. When the Fed pulls money out credit gets expensive fast. The ripple effects are clear: growth companies relying on cheap debt face higher borrowing costs and get sold off. Bitcoin falls as liquidity dries up crypto is a liquidity trade. Gold and silver drop despite safe-haven narratives as real rates rise. Meanwhile the dollar rallies. Warsh's agenda isn't just policy talk it's a liquidity regime shift that reshuffles the entire"
X Link 2026-02-07T14:39Z 37K followers, 34.5K engagements
"Polymarket odds for Kevin Warsh slowly fading. It is still high. TONS of volume on the Judy Shelton contracts. In [--] hours $17M of volume traded alone. Something is up. FED BALANCE SHEET REDUCTION: WARSH'S LIQUIDITY DRAIN Kevin Warsh wants aggressive Fed balance sheet reduction and that means tightening liquidity across the system. When the Fed pulls money out credit gets expensive fast. The ripple effects are clear: growth companies relying https://t.co/vSaYbGAnb8 FED BALANCE SHEET REDUCTION: WARSH'S LIQUIDITY DRAIN Kevin Warsh wants aggressive Fed balance sheet reduction and that means"
X Link 2026-02-07T18:05Z 37K followers, 19.4K engagements
"$HIMS said they will stop selling the knock off GLP-1 drug. Im wondering how this turns out tomorrow when overnight opens. $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz"
X Link 2026-02-07T22:49Z 37K followers, 24.2K engagements
"@bipulsinha @rubrikInc @CrowdStrike @George_Kurtz Excellent work Leadership in both sectors of Cybersecurity"
X Link 2026-02-08T06:12Z 37K followers, [---] engagements
"When cybersecurity companies partner with each other $RBRK leader in data security $CRWD leader in EDR and XDR Best-in-class detection paired with best-in-class resiliency"
X Link 2026-02-08T11:03Z 37K followers, [----] engagements
"Memory is a MASSIVE Constraint for GPUs $TSLA CEO Elon Musk mentioned this on his earnings call. $NVDA CEO Jensen Huang covers this. $MU SK Hynix and Samsung continue to hike prices as demand grows"
X Link 2026-02-08T13:10Z 37K followers, 10.7K engagements
"$NBIS Nebius reports earnings this week. The key question is how many additional GW of capacity they add to the pipeline. Last Thursday $IREN announced an additional 1.6GW of capacity secured in Oklahoma. $CIFR reports at the end of the month"
X Link 2026-02-08T14:00Z 37K followers, 34.9K engagements
"Which stock will do this tomorrow"
X Link 2026-02-08T14:49Z 37K followers, 26.7K engagements
"LAST WEEK POSTED THE LARGEST SHORT SELLING IN HISTORY Does the short squeeze continue 🔥🔥🔥"
X Link 2026-02-08T20:36Z 37K followers, [----] engagements
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