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# ![@samsolid57 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1241543417093451776.png) @samsolid57 Sam Badawi

Sam Badawi hasn't been mentioned in the provided tweets. The tweets appear to be about various stocks and market news.

### Engagements: XXXXXXX [#](/creator/twitter::1241543417093451776/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXX +66%
- X Months XXXXXXXXXX +705%
- X Year XXXXXXXXXX +7,939%

### Mentions: XXX [#](/creator/twitter::1241543417093451776/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +169%
- X Year XXXXX +551%

### Followers: XXXXXX [#](/creator/twitter::1241543417093451776/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:followers.svg)

- X Week XXXXXX +4.30%
- X Month XXXXXX +29%
- X Months XXXXXX +254%
- X Year XXXXXX +2,172%

### CreatorRank: XXXXXXX [#](/creator/twitter::1241543417093451776/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1241543417093451776/influence)
---

**Social category influence**
[stocks](/list/stocks)  #1886 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #726 [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [celebrities](/list/celebrities)  XXXX% [travel destinations](/list/travel-destinations)  XXX% [currencies](/list/currencies)  XXX%

**Social topic influence**
[$iren](/topic/$iren) #9, [$nbis](/topic/$nbis) #9, [$cifr](/topic/$cifr) #6, [$msft](/topic/$msft) #21, [$nvda](/topic/$nvda) #116, [$amzn](/topic/$amzn) #60, [$crwv](/topic/$crwv) #2, [$spy](/topic/$spy) #43, [$amd](/topic/$amd) #14, [nvda](/topic/nvda) #615

**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@amitisinvesting](/creator/undefined) [@007ofwallst](/creator/undefined) [@stockmktnewz](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@grok](/creator/undefined) [@sergeycyw](/creator/undefined) [@krispatel99](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@krossroads](/creator/undefined) [@svtechie](/creator/undefined) [@empmaximiliano](/creator/undefined) [@sv_techie](/creator/undefined) [@finchatio](/creator/undefined) [@logicalthesis](/creator/undefined) [@valuesenseio](/creator/undefined) [@couchinvestor](/creator/undefined) [@gabgrowth](/creator/undefined) [@realmattmoney](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Advanced Micro Devices (AMD)](/topic/$amd) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Oracle Corporation (ORCL)](/topic/$orcl) [Applovin Corporation (APP)](/topic/$app) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [TeraWulf Inc. (WULF)](/topic/$wulf) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Bitcoin (BTC)](/topic/$btc) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Vonage Holdings Corporation (VG)](/topic/$vg) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Vixco (VIX)](/topic/$vix) [Micron Technology, Inc. (MU)](/topic/$mu) [Brookfield Corporation (BN)](/topic/$bn) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [IonQ, Inc. (IONQ)](/topic/$ionq) [Zscaler Inc (ZS)](/topic/$zs) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Amkor Technology Inc (AMKR)](/topic/$amkr) [MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Bloom Energy Corporation (BE)](/topic/$be) [UiPath, Inc. (PATH)](/topic/$path) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Klarna Group (KLAR)](/topic/$klar) [Intel Corporation (INTC)](/topic/$intc) [DisChain (DIS)](/topic/$dis) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Apple, Inc. (AAPL)](/topic/$aapl) [SPX6900 (SPX)](/topic/$spx) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [MP Materials Corp. (MP)](/topic/$mp) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Hut X Mining Corp. (HUT)](/topic/$hut) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Oklo Inc. (OKLO)](/topic/$oklo) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [NuCypher (NU)](/topic/$nu) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [NuScale Power Corporation (SMR)](/topic/$smr)
### Top Social Posts [#](/creator/twitter::1241543417093451776/posts)
---
Top posts by engagements in the last XX hours

"@GabGrowth A lot of emerging market companies are cheap rn"  
[X Link](https://x.com/samsolid57/status/1979047364942844215) [@samsolid57](/creator/x/samsolid57) 2025-10-17T04:50Z 29.1K followers, XXX engagements


"$NVTS IS UP XX% AFTER ANNOUNCING IT IS PROVIDING SUPPLIES AS PART OF THE $NVDA NEXT-GEN AI FACTORY Navitas released news that its next-gen GaN and SiC devices will take part in NVIDIAs XXX VDC architecture. This is leaning toward the efficiency and power density for scaled datacenters. $EOSE and $OKLO are also up a lot over the energy momentum. What a bounce. Geez"  
[X Link](https://x.com/samsolid57/status/1977840957237477869) [@samsolid57](/creator/x/samsolid57) 2025-10-13T20:56Z 29.1K followers, 67.6K engagements


"CYBERSECURITY SECULAR TREND Top Quarterly Growth Rates $RBRK Rubrik +51% $CRWD CrowdStrike +21% $PANW Palo Alto Networks +16% $CYBR CyberArk +46% $FTNT Fortinet +14% $ZS Zscaler +23% $OKTA Okta +13% $S SentinelOne +22% $VRNS Varonis +17% $TENB Tenable +11% $CSCO Cisco +9%"  
[X Link](https://x.com/samsolid57/status/1966888755463372936) [@samsolid57](/creator/x/samsolid57) 2025-09-13T15:36Z 29.1K followers, 33.5K engagements


"BITCOIN MINERS TURNED DATACENTERS ARE GOING PARABOLIC This is a theme Wall Street is getting really heavy on. Id be careful chasing size into this sector. If you want long-term exposure DCA in. there will be plenty of cake to eat later. Theres always a bull market somewhere. $IREN +9.46% $CIFR +12.89% $WULF +6.09% $BITF +5.63% $CLSK +7.36% Some are lagging but wouldn't look too deep into it. $APLD $CORZ Until then for those who got in enjoy the ride and the power of a low cost basis. Trim if you'd like"  
[X Link](https://x.com/samsolid57/status/1974134948702662791) [@samsolid57](/creator/x/samsolid57) 2025-10-03T15:30Z 29K followers, 136.1K engagements


"@RJCcapital Can I just say the amount of premium you paid upfront for those puts is pretty wild with $VIX above XX. Even if the market drops $RGTI XX% I suspect those puts still wont deliver enough return to justify the risk youre taking by shorting a high IV stock"  
[X Link](https://x.com/samsolid57/status/1978606041727488297) [@samsolid57](/creator/x/samsolid57) 2025-10-15T23:36Z 29.1K followers, 3259 engagements


"$MU MORGAN STANLEY UPGRADES TO OVERWEIGHT AND RAISES PT FROM $XXX TO $XXX Did Open AI take a stake in Micron too $AMD is up XX% PM but Micron is up XX% in a month and X% this morning"  
[X Link](https://x.com/samsolid57/status/1975167762143076555) [@samsolid57](/creator/x/samsolid57) 2025-10-06T11:54Z 29.1K followers, 30.3K engagements


"$ACHR +6.66% OVERNIGHT This is some big hype in anticipation that the $TSLA announcement will be an eVTOL partnership with Archer. Wonder what that means for $JOBY as well"  
[X Link](https://x.com/samsolid57/status/1974989729671377158) [@samsolid57](/creator/x/samsolid57) 2025-10-06T00:06Z 29.1K followers, 400.5K engagements


"$ARM IS UP OVER X% AH OPENAI IS REPORTEDLY WORKING WITH ARM ON THE $AVGO BUILDOUT PER THE INFORMATION Theyre just moving from one ticker to another after hours. Congratulations to @RedDogT3 for calling this on todays @StocksOnSpaces power hour. Wow"  
[X Link](https://x.com/samsolid57/status/1977865034446541065) [@samsolid57](/creator/x/samsolid57) 2025-10-13T22:32Z 29.1K followers, 32.1K engagements


"$TSLA CEO ELON MUSKS xAI SIGNS A $20B DEAL FOR LEASE-TO-OWN $NVDA CHIPS $NBIS intraday move above $XXX on the news $CRWV almost at $XXX and up 6%+ $CIFR $IREN $APLD The market will not let these names go down. Insane. Im only long NBIS and IREN"  
[X Link](https://x.com/samsolid57/status/1978873340141146154) [@samsolid57](/creator/x/samsolid57) 2025-10-16T17:19Z 29.1K followers, 2289 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) [@samsolid57](/creator/x/samsolid57) 2025-09-18T12:27Z 29K followers, 3460 engagements


"12 seconds in. $TSLA $ACHR"  
[X Link](https://x.com/samsolid57/status/1974977773090619723) [@samsolid57](/creator/x/samsolid57) 2025-10-05T23:19Z 29.1K followers, 396.9K engagements


"$HOOD is just getting started in prediction markets. A pivot to lower fees could boost cross-product sales and keep users in the ecosystem. With Kalshi as a partner growth only expands Robinhoods potential"  
[X Link](https://x.com/samsolid57/status/1979589497211007288) [@samsolid57](/creator/x/samsolid57) 2025-10-18T16:44Z 29.1K followers, 2314 engagements


"Taiwan Semiconductor - Q3 FY2025 Earnings $TSM XXXXXX +2.46% PM ✅ Revenue: $33.1B (Est: $31.5B) +41% YoY +10% QoQ ✅ EPS: $XXXX (Est: $2.59) Additional Metrics: Gross Margin: XXXX% (Est: 58.9%) Operating Margin: 49-51% CapEx: $40-42B (Prior $38-42B) Q4 Guidance: ✅ Revenue: $32.2-33.4B (Est: $32.0B) Gross Margin: 56-61% Operating Margin: 49-51% FY2025 Guidance: Revenue: $117-122B (Est: $120.6B)"  
[X Link](https://x.com/samsolid57/status/1978804201070485948) [@samsolid57](/creator/x/samsolid57) 2025-10-16T12:44Z 29.1K followers, 3786 engagements


"PSA: $AMKR also building a plant in Arizona and $TSM is one of their largest clients. Is this a strategic move for more on-shoring Hint: Yes"  
[X Link](https://x.com/samsolid57/status/1978829783027929247) [@samsolid57](/creator/x/samsolid57) 2025-10-16T14:25Z 29.1K followers, 17.1K engagements


"OPENAI TO INVEST $25B FOR UP TO 500MW DATA CENTER CAPACITY IN ARGENTINA President Milei did it. the trend is bullish for major LatAm tech names like $MELI $NU $SE and $AMZN which are already embedded in the regions digital economy. Rising demand for AI queries and cloud workloads translates into greater monetization across payments e-commerce and cloud services"  
[X Link](https://x.com/samsolid57/status/1976687112507609449) [@samsolid57](/creator/x/samsolid57) 2025-10-10T16:31Z 29.1K followers, 26.4K engagements


"$CRM reported $37.9B total revenue for FY2025. $60B in FY2030 would imply a XXXX% CAGR for this software giant. They originally guided for 7-8% growth. Thats an acceleration of annual revenue"  
[X Link](https://x.com/samsolid57/status/1978586308223393911) [@samsolid57](/creator/x/samsolid57) 2025-10-15T22:18Z 29.1K followers, 7138 engagements


"Name a stock that will do this next week"  
[X Link](https://x.com/samsolid57/status/1961879875503214911) [@samsolid57](/creator/x/samsolid57) 2025-08-30T19:53Z 29.1K followers, 576.2K engagements


"3/ The Put/Call Ratio has been near historic lows for months as investors got complacent with markets climbing nearly every month despite seasonality. Hedging activity can make it appear like the ratio is spiking but in reality it may just be returning to normal"  
[X Link](https://x.com/samsolid57/status/1978995951298646069) [@samsolid57](/creator/x/samsolid57) 2025-10-17T01:26Z 29.1K followers, 3108 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) [@samsolid57](/creator/x/samsolid57) 2025-10-08T11:31Z 29.1K followers, 5306 engagements


"Goldman Sachs raised its price target on $NBIS just a day after the $ORCL news underscoring how important it is to own the hardware rather than rent them. As $IREN Co-CEO Dan Roberts put it controlling the entire cloud stack drives lower costs and overhead"  
[X Link](https://x.com/samsolid57/status/1975895990214516994) [@samsolid57](/creator/x/samsolid57) 2025-10-08T12:08Z 29.1K followers, 43.4K engagements


"$AMZN IS TRADING AT A BELOW-AVERAGE FORWARD PE OF XX AWS growth has decelerated recently while $MSFT Azure accelerated to XX% and $GOOGL GCP posted growth in the XX% range. That divergence has pressured sentiment but its more about supply constraints and optimization cycles than structural weakness. What happens next for AWS I believe growth re-accelerates as AI workloads scale supply chains ease and enterprises shift from pilot projects to full deployments. Combine that with retail margin expansion and advertising strength and a forward PE of XX looks like an attractive entry point. Bullish"  
[X Link](https://x.com/samsolid57/status/1976404303465283803) [@samsolid57](/creator/x/samsolid57) 2025-10-09T21:48Z 29.1K followers, 25.9K engagements


"@InvestingVisual Not to mention the CISO is the former CISO of the CIA. Lets go"  
[X Link](https://x.com/samsolid57/status/1974686945709305913) [@samsolid57](/creator/x/samsolid57) 2025-10-05T04:03Z 29.1K followers, 1055 engagements


"2/ In this basket I think there was opportunity to ride the run-up in a short to medium-term trade. And of course one that I think will likely continue to scale massively. Here are a few examples of my short-term trades vs long-term holds 👇"  
[X Link](https://x.com/samsolid57/status/1979524166547096040) [@samsolid57](/creator/x/samsolid57) 2025-10-18T12:25Z 29.1K followers, 3237 engagements


"WELCOME TO THE $NBIS COMMUNITY If you're new here here's a quick digest of the latest Nebius content. All links are in the replies 👇 1YOUTUBE Stock Tank & Q&A - Featuring @Kross_Roads @FunOfInvesting @Futurenvesting myself and @mvcinvesting Manuel and I pitch Nebius to the Fintech bros and answer community questions live 2YOUTUBE Nebius Deep Dive w/ @amitisinvesting - On Amits livestream I walk through the entire Nebius thesis and answer questions in real time. 3SUBSTACK FY2025 Q1 Earnings Review - Manuel breaks down the latest earnings report and what it means for the future. 4YOUTUBE"  
[X Link](https://x.com/samsolid57/status/1929778676931138034) [@samsolid57](/creator/x/samsolid57) 2025-06-03T05:54Z 29.1K followers, 41.2K engagements


"ENERGY DEMAND FROM DATACENTERS HAS A 10Y CAGR AT XXXX% 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"  
[X Link](https://x.com/samsolid57/status/1974894101729546425) [@samsolid57](/creator/x/samsolid57) 2025-10-05T17:47Z 29.1K followers, 137.9K engagements


"A MARKET OPEN THE SHOW MUST GO ON LIVE TOMORROW MORNING: In commemoration of @amitisinvesting absent from a root canal. Thu Oct X @ 8:15 AM EDT YouTube Link in Reply 👇 Topics: - Breaking News - Market is Relentless FOMC Minutes $SPY $QQQ - $CIFR Makes a new HIGH $IREN $NBIS - So was $ORCL a nothing burger My thoughts $NVDA $AMD - Hyperscalers Comeback $AMZN $MSFT $GOOGL"  
[X Link](https://x.com/samsolid57/status/1976056843106714100) [@samsolid57](/creator/x/samsolid57) 2025-10-08T22:47Z 29K followers, 36.7K engagements


"Stocks Making the Widest Intraday Moves $WOLF XXXXX% $NFX XXXXX% $TE XXXXX% $SEDG XXXXX% $RGTI XXXXX% $CSIQ XXXXX% $PATH XXXXX% $STI XXXXX% $HAR XXXXX% $COG XXXXX% $ASTS XXXX% $CFLT XXXX% $QBTS XXXX% $KLAR XXXX% $ENPH XXXX% $JBLU XXXX% $SYM XXXX% $AAL XXXX% $ARG XXXX% $SMR 8.32%"  
[X Link](https://x.com/samsolid57/status/1976353838841078191) [@samsolid57](/creator/x/samsolid57) 2025-10-09T18:27Z 29.1K followers, 6414 engagements


"Hand-writing code is becoming less and less of what I do. Those days are numbered. $MSFT"  
[X Link](https://x.com/samsolid57/status/1978224822422212741) [@samsolid57](/creator/x/samsolid57) 2025-10-14T22:22Z 29K followers, 6491 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) [@samsolid57](/creator/x/samsolid57) 2025-08-22T01:15Z 29.1K followers, 19.2K engagements


"5/ The bond market rallied today with the 10Y yield falling below 4%. With indices down at the same time the index reads as Extreme Fear"  
[X Link](https://x.com/samsolid57/status/1978995972324651163) [@samsolid57](/creator/x/samsolid57) 2025-10-17T01:26Z 29.1K followers, 4932 engagements


"$BABA ANNOUNCES NEXT-GEN AI ROADMAP WITH X TRILLION IN INVESTMENTS - CEO Eddie Wu unveils 380B ($52B) AI infrastructure plan over X years with 4T ($560B) total spend in X years - Launch of Qwen3-Max Alibabas largest LLM exceeding X trillion parameters - Strategic pivot toward the coming era of artificial superintelligence Stock is up 8%+ overnight here it comes"  
[X Link](https://x.com/samsolid57/status/1970726978765627822) [@samsolid57](/creator/x/samsolid57) 2025-09-24T05:48Z 29.1K followers, 163.4K engagements


"$NVDA CEO ON CNBC: MY ONLY REGRET IS THAT I DIDNT INVEST MORE IN OPENAI Jensen I get it. Same feeling for $NBIS at XX and $IREN at XX. Please just give me a pullback. But then again hes dropping $2B into xAI $5B into $INTC and indirectly backing $AMD by proxy"  
[X Link](https://x.com/samsolid57/status/1975910009226887405) [@samsolid57](/creator/x/samsolid57) 2025-10-08T13:03Z 29.1K followers, 11.6K engagements


"Way to ruin my weekend $DIS Disneyland trip $SPY dropped -XXXX% intraday and $QQQ fell -XXXX% off the highs. Both are set to close under the 20MA for the first time since early September. Short term we could see risk-off vibes if theres more escalation over the weekend. Stay frosty"  
[X Link](https://x.com/samsolid57/status/1976689004847468756) [@samsolid57](/creator/x/samsolid57) 2025-10-10T16:39Z 29.1K followers, 12.5K engagements


"@bitcoinsnipa @WOLF_Bitcoin_ @simplybitcoin @BitcoinNewsCom @WOLF_Financial @CryptoNews_eth @LuxAlgo @CadeBergmann @MrTrendwatch @TreasuryEdge @StockMKTNewz @saylor @stocksnipa Lets goooo"  
[X Link](https://x.com/samsolid57/status/1979605326489153754) [@samsolid57](/creator/x/samsolid57) 2025-10-18T17:47Z 29.1K followers, XX engagements


"TRUMP SAYS HE THINKS "FAT-LOSS DRUGS" WILL BE A LOT LOWER IN PRICE GLP-1 companies are getting hit after hours. $LLY -XXXX% $NVO -XXXX% $HIMS -XXXX% $VKTX -2.36%"  
[X Link](https://x.com/samsolid57/status/1978924055374823648) [@samsolid57](/creator/x/samsolid57) 2025-10-16T20:40Z 29.1K followers, 10.5K engagements


"$RBRK WHICH FORMER CISO OF A TRIPLE-LETTER AGENCY DOES RUBRIK HAVE AS THEIR CISO Michael Mestrovich went from a USAF leader to the Chief Information Security Officer of the CIA and he has been the CISO of this data security leader since 2022. THE CENTRAL INTELLIGENCE AGENCY. Protecting our country from foreign threats. Other cybersecurity leaders like $CRWD and $MSFT run the EDR/XDR space for client devices while giants like $PANW and $ZS lead the network security and SASE space. AI is embedded into each of these companies security platforms and all are cloud-native products. Know your"  
[X Link](https://x.com/samsolid57/status/1974491286804828499) [@samsolid57](/creator/x/samsolid57) 2025-10-04T15:06Z 29.1K followers, 12.6K engagements


"VICE PRESIDENT VANCE SAYS TRUMP IS WILLING TO BE REASONABLE IN NEGOTIATING WITH CHINA $BTC over 113k $ETH over 4k Back up we go"  
[X Link](https://x.com/samsolid57/status/1977389872127029426) [@samsolid57](/creator/x/samsolid57) 2025-10-12T15:04Z 29.1K followers, 123K engagements


"Ok. Trump is pumping CBD on Truth Social. $TLRY +13% $CRON +13% $MSOS +12% Pull back canceled"  
[X Link](https://x.com/samsolid57/status/1972529981214666980) [@samsolid57](/creator/x/samsolid57) 2025-09-29T05:12Z 29K followers, 17.5K engagements


"2/ Similar to #1 when stocks are near 52-week highs even a small 2-day pullback can look catastrophic after a long run-up. This signal isnt reliable right now since we just saw a drawdown greater than XXX% since spring"  
[X Link](https://x.com/samsolid57/status/1978995941580456275) [@samsolid57](/creator/x/samsolid57) 2025-10-17T01:26Z 29.1K followers, 3312 engagements


"$CRM SALESFORCE JUST ANNOUNCED $60B REVENUE IN FY2030 Stock is up X% AH"  
[X Link](https://x.com/samsolid57/status/1978584403556106320) [@samsolid57](/creator/x/samsolid57) 2025-10-15T22:10Z 29.1K followers, 25K engagements


"@ScrooogeUncle Lol. that would be a deathwish"  
[X Link](https://x.com/samsolid57/status/1978604031015821793) [@samsolid57](/creator/x/samsolid57) 2025-10-15T23:28Z 29.1K followers, XXX engagements


"ARE WE IN A DATACENTER CRUNCH As demand grows cloud service providers like $AMZN AWS and $ORCL OCI cant keep up so theyre partnering and reserving long-term compute and energy contracts with suppliers and miners. $NBIS $17B+ multi-year deal with $MSFT for AI infrastructure $CIFR $GOOGL backed $3B hosting/AI deal through Fluidstack $APLD Multi-hundred MW leases with CoreWeave (serving OpenAI) $CRWV $22B+ in AI compute contracts with OpenAI $CORZ Acquired by CoreWeave to expand AI hosting footprint $WULF 200+ MW 10-yr hosting deal with Fluidstack (Google-linked) Energy: $CEG 20-yr nuclear PPAs"  
[X Link](https://x.com/samsolid57/status/1977696819816648965) [@samsolid57](/creator/x/samsolid57) 2025-10-13T11:24Z 29.1K followers, 78K engagements


"Number of dips bought today. 0"  
[X Link](https://x.com/samsolid57/status/1978130809568526426) [@samsolid57](/creator/x/samsolid57) 2025-10-14T16:08Z 29K followers, 20.2K engagements


"BWX TECHNOLOGIES WINS A $1.6B DOE CONTRACT $BWXT XXXXXX +1.85% AH BWXT will build and operate a new plant in Tennessee to produce up to XXX metric tons of high-purity depleted uranium annually. The 10-year deal supports the U.S. national security mission"  
[X Link](https://x.com/samsolid57/status/1973121804387627425) [@samsolid57](/creator/x/samsolid57) 2025-09-30T20:24Z 29.1K followers, 4296 engagements


"Jensen Huang says theyre XXX% out of China. What happens when export controls and tariff deals flow through $NVDA and $AMD 🚀"  
[X Link](https://x.com/samsolid57/status/1979347342005538991) [@samsolid57](/creator/x/samsolid57) 2025-10-18T00:42Z 29.1K followers, 10.2K engagements


"4/ $NBIS Continued resilience and likely beginning its expansion with hyperscalers such as $MSFT with a $19.4B 5Y contract. I believe there are many more deals coming in the pipeline. Adds: $22-28 $XX $XXX Small Trim: $XX Other companies like $CRWV and possibly $IREN will likely continue upward but my strongest conviction is in Nebius as it is diversified into X different businesses"  
[X Link](https://x.com/samsolid57/status/1979524191087939597) [@samsolid57](/creator/x/samsolid57) 2025-10-18T12:25Z 29.1K followers, 5084 engagements


"$HIMS EXPECTS THE HERS BUSINESS SEGMENT TO REACH $1B BY END OF 2026 The stock is up almost XX% today. Wow"  
[X Link](https://x.com/samsolid57/status/1978537775453306905) [@samsolid57](/creator/x/samsolid57) 2025-10-15T19:05Z 29.1K followers, 59.2K engagements


"OpenAI Private Giant is now worth more than $XOM at $500B. Likely going to get a valuation bump after the $AMD news"  
[X Link](https://x.com/samsolid57/status/1975180257071431856) [@samsolid57](/creator/x/samsolid57) 2025-10-06T12:44Z 29.1K followers, 4163 engagements


"In the past X years $AXON has tested the 200MA only X times. and each time it bounced almost immediately. Fifth times the charm"  
[X Link](https://x.com/samsolid57/status/1975325685347660270) [@samsolid57](/creator/x/samsolid57) 2025-10-06T22:21Z 29.1K followers, 6066 engagements


"$NVDA BREAKS ABOVE $XXX OVERNIGHT AS THE US APPROVES SEVERAL BILLION DOLLARS OF CHIP SALES TO THE UAE And next thing you know bears will call the next top"  
[X Link](https://x.com/samsolid57/status/1976138261228851315) [@samsolid57](/creator/x/samsolid57) 2025-10-09T04:10Z 29.1K followers, 19.3K engagements


"6/ At the end of the day were still in a long-term bullish trend with $SPY above both the 50MA and 200MA. Dropping below the 20MA is more of a short-term bearish signal. Moving averages should be used as technical signals not sentiment indicators. And no single metric is ever all-telling. its about reading a basket of indicators together"  
[X Link](https://x.com/samsolid57/status/1978995983011717455) [@samsolid57](/creator/x/samsolid57) 2025-10-17T01:26Z 29.1K followers, 4819 engagements


"@D3GSolutions @cidman00 Bought IREN at XX. Sold rest today at 60"  
[X Link](https://x.com/samsolid57/status/1979354438516248953) [@samsolid57](/creator/x/samsolid57) 2025-10-18T01:10Z 29.1K followers, XX engagements


"Veeva Systems - FY2026 Q1 Earnings $VEEV XXXXXX +11.22% AH ✅Revenue: $XXX (Est. $728M) + XX% ✅EPS: $XXXX (Est. $1.74)"  
[X Link](https://x.com/samsolid57/status/1927819322539245618) [@samsolid57](/creator/x/samsolid57) 2025-05-28T20:08Z 29.1K followers, 2357 engagements


"TODAY IS THE DAY FOR $DIS Earnings on deck. about to pump the topline. Two-day losing streak in net worth coming in hot"  
[X Link](https://x.com/samsolid57/status/1977028810777543160) [@samsolid57](/creator/x/samsolid57) 2025-10-11T15:09Z 29.1K followers, 5103 engagements


"@GabGrowth $SE $GRAB 🔥🔥"  
[X Link](https://x.com/samsolid57/status/1979044799572312298) [@samsolid57](/creator/x/samsolid57) 2025-10-17T04:40Z 29.1K followers, XXX engagements


"$GTLB IS UP XX% AFTER REPORTS THAT $DDOG IS REVISITING A POTENTIAL ACQUISITION AT $60+ PER SHARE"  
[X Link](https://x.com/samsolid57/status/1978912801902203059) [@samsolid57](/creator/x/samsolid57) 2025-10-16T19:55Z 29.1K followers, 7232 engagements


"@jjacobpeterson I think this stems from seeing all of the miners turned to Datacenter catching a massive bid while $NBIS is stagnant its market rotation"  
[X Link](https://x.com/samsolid57/status/1978645968238100727) [@samsolid57](/creator/x/samsolid57) 2025-10-16T02:15Z 29.1K followers, 3600 engagements


"$AAPL RELEASES A TEASER OF THE NEW MACBOOK PRO These new laptops are supposed to be equipped with M5 chips"  
[X Link](https://x.com/samsolid57/status/1978176307348304373) [@samsolid57](/creator/x/samsolid57) 2025-10-14T19:09Z 29.1K followers, 5483 engagements


"Which hits $31T first $GLD or $NVDA"  
[X Link](https://x.com/samsolid57/status/1979304852183486976) [@samsolid57](/creator/x/samsolid57) 2025-10-17T21:53Z 29.1K followers, 6519 engagements


"@Micro2Macr0 @KobeissiLetter $NEXT and $VG"  
[X Link](https://x.com/samsolid57/status/1974969730944688164) [@samsolid57](/creator/x/samsolid57) 2025-10-05T22:47Z 29K followers, 2263 engagements


"This CYBERSECURITY Stock Is MISUNDERSTOOD Neoclouds & Miners LIVE ON @amitisinvesting MARKET CLOSE (4PM EDT) Link in reply 👇 Rubrik Cybersecurity $RBRK $CRWD $PANW Nebius vs CoreWeave $NBIS $CRWV $MSFT Bitcoin Miners to Datacenter $IREN $CLSK $CIFR"  
[X Link](https://x.com/samsolid57/status/1974190932020052425) [@samsolid57](/creator/x/samsolid57) 2025-10-03T19:12Z 29.1K followers, 24.9K engagements


"$AMD $ORCL $CIFR $IREN The Show MUST Go On"  
[X Link](https://x.com/samsolid57/status/1976260190279537121) [@samsolid57](/creator/x/samsolid57) 2025-10-09T12:15Z 29.1K followers, 14.1K engagements


"This CYBERSECURITY Stock Is MISUNDERSTOOD Neoclouds & Miners YOUTUBE LINK IN REPLY Rubrik is the LEADER in Data Security $RBRK $CRWD $PANW Nebius vs CoreWeave $NBIS $CRWV $MSFT Bitcoin Miners to Datacenter $IREN $CLSK $CIFR"  
[X Link](https://x.com/samsolid57/status/1974202054970380599) [@samsolid57](/creator/x/samsolid57) 2025-10-03T19:57Z 29.1K followers, 8724 engagements


"@meetblossomapp This is def part of the $GRAB and $NU thesis"  
[X Link](https://x.com/samsolid57/status/1977009404496261511) [@samsolid57](/creator/x/samsolid57) 2025-10-11T13:52Z 29.1K followers, XXX engagements


"$LMND +2% IS ROLLING OUT AN INTEGRATION WITH $TSLA VEHICLES FOR ITS PAY-PER-MILE PRODUCT This seamless setup should drive more customers into their auto insurance segment. Bullish"  
[X Link](https://x.com/samsolid57/status/1979272077992694175) [@samsolid57](/creator/x/samsolid57) 2025-10-17T19:43Z 29.1K followers, 6820 engagements


"THE BLS WILL RELEASE CPI RESULTS ON FRI OCT XX A little late but more data nonetheless. This comes shortly before the Oct FOMC meeting"  
[X Link](https://x.com/samsolid57/status/1976679064590258340) [@samsolid57](/creator/x/samsolid57) 2025-10-10T15:59Z 29.1K followers, 3787 engagements


"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 XXX. $APP Applovin $HOOD Robinhood $CVNA Carvana $ARES Ares Management $CPNG Coupang $VRT Vertiv $VEEV Veeva Systems"  
[X Link](https://x.com/samsolid57/status/1946270604841369661) [@samsolid57](/creator/x/samsolid57) 2025-07-18T18:07Z 29.1K followers, 35.5K engagements


"$NKE JUMPS X% AFTER CEO ELLIOTT HILL PROVIDES POSITIVE $AMZN COMMENTARY On the earnings call Hill said Nike saw stronger customer engagement and higher sales than expected after reintroducing products on Amazon. The stock went from flat to green by 4%"  
[X Link](https://x.com/samsolid57/status/1973141536243326991) [@samsolid57](/creator/x/samsolid57) 2025-09-30T21:42Z 29K followers, 22.7K engagements


"@RealMattMoney I dont feel the need to repost the message you sent to everyone when $VG was $8"  
[X Link](https://x.com/samsolid57/status/1976081402019053694) [@samsolid57](/creator/x/samsolid57) 2025-10-09T00:24Z 29.1K followers, 2835 engagements


"$KLAR now up over XX% Here's the SOURCE"  
[X Link](https://x.com/samsolid57/status/1973807552090755480) [@samsolid57](/creator/x/samsolid57) 2025-10-02T17:49Z 29.1K followers, 2029 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) [@samsolid57](/creator/x/samsolid57) 2025-10-11T16:55Z 29.1K followers, 344.3K engagements


"$JOBY DROPS X% AH AFTER ANNOUNCING $500M STOCK OFFERING Market also seems to be selling $ACHR following the disappointing $TSLA update. a cheaper vehicle lineup instead of a partnership"  
[X Link](https://x.com/samsolid57/status/1975669263806681432) [@samsolid57](/creator/x/samsolid57) 2025-10-07T21:07Z 29.1K followers, 68.9K engagements


"4/ The $VIX measures 30-day IV for $SPX options. As investors pile into puts to hedge long-term exposure implied volatility rises quickly. While its unusual to see $VIX XX near ATHs it mostly signals heavy institutional hedging"  
[X Link](https://x.com/samsolid57/status/1978995961209790914) [@samsolid57](/creator/x/samsolid57) 2025-10-17T01:26Z 29.1K followers, 3123 engagements


"$GS DJ DAVID SOLOMON PREDICTS A DOT-COM DRAWDOWN A major pullback in the next 12-24 months. Another one. 🔑"  
[X Link](https://x.com/samsolid57/status/1974954190775767306) [@samsolid57](/creator/x/samsolid57) 2025-10-05T21:45Z 29K followers, 5991 engagements


"$TSLA Finally bought my dream car after XX years"  
[X Link](https://x.com/samsolid57/status/1966963400581521820) [@samsolid57](/creator/x/samsolid57) 2025-09-13T20:33Z 29.1K followers, 580.9K engagements


"$EOSE IS LISTED ON A POTENTIAL BATTERY SUPPLIER FOR A MASSIVE DATACENTER HUB IN PA Eos Energy COULD provide up to XXX GWh of storage for 2-hour backup capacity. We don't know if these hyperscalers or neocloud(s) are involved but from recent news they could be: $GOOGL $25B+ into data centers & AI infra including a $3B $BN hydro modernization deal $AMZN $20B+ building multiple AI and cloud campuses across PA $CRWV $6B on a new AI data center in the region Meanwhile Westinghouse is highlighted as a leader in nuclear and grid power majority-owned by $BAM (51%) with the rest held by $CCJ. Credit"  
[X Link](https://x.com/samsolid57/status/1974873090627879057) [@samsolid57](/creator/x/samsolid57) 2025-10-05T16:23Z 29.1K followers, 137K engagements


"$IREN Price targets coming in hot on tonights stream Also why $APP is NOT a buy right now. And ACA $OSCR news from the one and only @KrisPatel99"  
[X Link](https://x.com/samsolid57/status/1975416680814944591) [@samsolid57](/creator/x/samsolid57) 2025-10-07T04:23Z 29.1K followers, 18.6K engagements


"The BIGGEST Beneficiaries from AMD & OpenAI HINT: Its NOT the Companies You Think LIVE @ 9:30 PM PDT YouTube link in reply 👇 $AMD See you at $XXX $ALAB $MU Even more on $IREN and $NBIS $CRWV $CLSK Applovin Probe $APP Oscar Health Ripping on ACA $OSCR @KrisPatel99"  
[X Link](https://x.com/samsolid57/status/1975303533563158812) [@samsolid57](/creator/x/samsolid57) 2025-10-06T20:53Z 29.1K followers, 27.1K engagements


"$VG DROPPED 10%+ AFTER A WITH SHELL STILL BATTLING BP OVER $1B CLAIM The Shell settlement is done but the $BP arbitration leaves a billion-dollar risk hanging into 2026. For now operations and customer shipments remain steady though litigation clouds remain"  
[X Link](https://x.com/samsolid57/status/1976402115359801390) [@samsolid57](/creator/x/samsolid57) 2025-10-09T21:39Z 29.1K followers, 12.8K engagements


"SPORTS BETTING IS A TAILWIND FOR $GENI All the talk around $HOOD trading 4B+ sports contracts is undeniably bullish. But Genius Sports is a company that benefits no matter who wins market share whether its Robinhood $DIS ESPN $DKNG $PENN or Kalshi. They run AI-driven analytics serve as the NFLs official league data provider and deliver real-time feeds that power betting platforms. Last quarter they generated $558M in TTM revenue and grew XX% YoY. Today they trade at just 6x P/S and even less on EV. They guided for $645M in FY2025 revenue"  
[X Link](https://x.com/samsolid57/status/1972791618374906251) [@samsolid57](/creator/x/samsolid57) 2025-09-29T22:32Z 29.1K followers, 88.1K engagements


"Just a friendly reminder that $AMZN is currently priced for XX% AWS growth. What happens when the largest hyperscaler in the world does this"  
[X Link](https://x.com/samsolid57/status/1972334465558183943) [@samsolid57](/creator/x/samsolid57) 2025-09-28T16:15Z 29.1K followers, 97.4K engagements


"THE BILL TO FUND THE MILITARY DURING THE SHUTDOWN FAILED TO PASS THE SENATE VOTE We haven't seen the $VIX above XX since last spring"  
[X Link](https://x.com/samsolid57/status/1978892530885308551) [@samsolid57](/creator/x/samsolid57) 2025-10-16T18:35Z 29.1K followers, 7085 engagements


"$CRML IS UP XX% AFTER TRUMP ADMIN CONSIDERS A $50M EQUITY STAKE IN CRITICAL METALS This is part of a grant under the Defense Production Act. Domestic supply of rare earths and uranium is key to manufacturing and defense. Its another tailwind for $MP and $UUUU as factories and infrastructure cant scale without access to critical materials. To manufacture domestically you need to build out more factories machinery and of course materials. You cant build fabs for $INTC or $TSM EV plants or AI datacenters without the raw inputs. steel rare earths uranium lithium etc"  
[X Link](https://x.com/samsolid57/status/1974254991457255477) [@samsolid57](/creator/x/samsolid57) 2025-10-03T23:27Z 29.1K followers, 108.4K engagements


"ROUNDHILL IS LAUNCHING AN ETF BUILT AROUND MEME STOCKS Some of these arent meme stocks at all and honestly meme still carries a negative connotation. $OPEN is the top holding but then youve got $APLD and $CIFR bitcoin miners now pivoting into datacenters. Plenty of quantum names like $IONQ $RGTI $QUBT. And then out of nowhere $HIMS and $BE. What even is this ETF"  
[X Link](https://x.com/samsolid57/status/1975912363275829450) [@samsolid57](/creator/x/samsolid57) 2025-10-08T13:13Z 29.1K followers, 17K engagements


"FIGURE AI PARTNERS WITH BROOKFIELD Right after another $1B round Brookfield will give Helix access to high demand compute and data. $BAM $BN congrats"  
[X Link](https://x.com/samsolid57/status/1968303696527368516) [@samsolid57](/creator/x/samsolid57) 2025-09-17T13:19Z 29.1K followers, 3766 engagements


"FUTURES GAP UP $ES +0.90% $NQ +1.14% $YM +0.72% $RTY +1.16%"  
[X Link](https://x.com/samsolid57/status/1977496140519215104) [@samsolid57](/creator/x/samsolid57) 2025-10-12T22:06Z 29.1K followers, 6624 engagements


"DEFENSIVE ASSETS IN A DOWNTURN $GLD $TLT And also Quantum lol. $IONQ only down XXX% AH"  
[X Link](https://x.com/samsolid57/status/1976766172608749917) [@samsolid57](/creator/x/samsolid57) 2025-10-10T21:45Z 29.1K followers, 7413 engagements


"Here is the annual revenue of $ASML: FY2014: 6.3B FY2015: 6.9B FY2016: 9.0B FY2017: 10.9B FY2018: 11.8B FY2019: 14.0B FY2020: 18.6B FY2021: 21.2B FY2022: 27.6B FY2023: 28.3B FY2024: 32.2B"  
[X Link](https://x.com/samsolid57/status/1978490329641976219) [@samsolid57](/creator/x/samsolid57) 2025-10-15T15:57Z 29.1K followers, 9785 engagements


"Watching $BMNR down almost XX% since Kerrisdale initiated their short"  
[X Link](https://x.com/samsolid57/status/1977013267160875027) [@samsolid57](/creator/x/samsolid57) 2025-10-11T14:07Z 29.1K followers, 29.8K engagements


"$EOSE FELL AS MUCH AS XXX% AH AFTER ANNOUNCING A 7.3M+ SHARE OFFERING This could raise up to $84.3M in cash if the stock stays above $XXXXX and the Nov XX warrants are exercised. This isnt new information (the warrants were already known) so the after-hours drop looks more like algos reacting to the headline than a real fundamental change. Ive had a small speculative position since $XXXX and havent added since. If we rally into strength Ill likely trim further but I still see this as noise"  
[X Link](https://x.com/samsolid57/status/1973893245622251582) [@samsolid57](/creator/x/samsolid57) 2025-10-02T23:29Z 29K followers, 34.2K engagements


"Ready for Spain next month. $DUOL 💪🏽"  
[X Link](https://x.com/samsolid57/status/1977915465944162408) [@samsolid57](/creator/x/samsolid57) 2025-10-14T01:52Z 29K followers, 9827 engagements


"3/ $CLSK Despite the $BTC pullback CleanSpark continued to rally as the company has raised capital to finance a potential shift into AI datacenter infrastructure. Adds: $12-14 Sells: $17-19 Other Bitcoin miners $BITF $IREN $RIOT $WULF have shown the same performance. I believe some will succeed but nothing that I want to keep as a core position long term"  
[X Link](https://x.com/samsolid57/status/1979524179012514139) [@samsolid57](/creator/x/samsolid57) 2025-10-18T12:25Z 29.1K followers, 3662 engagements


"$SPY TURNS GREEN ON THE DAY The market heard what it wanted to hear with Trade Representative Jameson Greer. We are still having a meeting with Xi. The US Government watches everything in the markets. Was Friday and this morning a BTD moment"  
[X Link](https://x.com/samsolid57/status/1978127527328567398) [@samsolid57](/creator/x/samsolid57) 2025-10-14T15:55Z 29.1K followers, 4760 engagements


"$CRWV and $NBIS have given back most of their intraday gains"  
[X Link](https://x.com/samsolid57/status/1978887452577124375) [@samsolid57](/creator/x/samsolid57) 2025-10-16T18:15Z 29.1K followers, 2593 engagements


"$NBIS HEADING FOR CLOSING ATH I have this friend named @PaperGainsInc that called this setup on Tuesday. Not to mention strength all day with $AMZN and $IREN"  
[X Link](https://x.com/samsolid57/status/1976371225883795522) [@samsolid57](/creator/x/samsolid57) 2025-10-09T19:36Z 29.1K followers, 71.1K engagements


"@NorthmanTrader I know people dont understand that this is more of a technical indicator than sentiment"  
[X Link](https://x.com/samsolid57/status/1979045047635997110) [@samsolid57](/creator/x/samsolid57) 2025-10-17T04:41Z 29.1K followers, 1995 engagements


"KEY TERM FOR 2026: EDGE COMPUTING And why Inference. Who are the biggest CDN players $NET $AKAM"  
[X Link](https://x.com/samsolid57/status/1953950550703407429) [@samsolid57](/creator/x/samsolid57) 2025-08-08T22:44Z 29.1K followers, 3720 engagements


"5/ $IREN A stock that has very high volatility. This is still a $BTC miner but they are making a complete pivot into an AI Cloud engine with a planned 2.91GW of capacity in $NVDA Blackwell chips north of 22k. Out of all the ex-miners I have conviction that this company will succeed but I find that it fits my style of trading more than a core position. Adds: $XX $XX $XX $XX $XX Sells: $XX $67"  
[X Link](https://x.com/samsolid57/status/1979524202236408008) [@samsolid57](/creator/x/samsolid57) 2025-10-18T12:25Z 29.1K followers, 4726 engagements


"$AVGO BROADCOM SIGNS MULTI-BILLION DOLLAR CHIP DEAL WITH OPENAI Against Fridays macro backdrop the picks and shovels trade is alive. $NVDA $MRVL $AMD $SMCI and $DELL continue to lead the market higher. OpenAI and Broadcom will co-develop 10GW of custom AI accelerators and Ethernet-based systems with racks set to deploy beginning in the second half of 2026 and completing by 2029. The dip in $ALAB and $ANET today likely reflects the market seeing Broadcom as the near-term winner. but that wont always be the case"  
[X Link](https://x.com/samsolid57/status/1977790927591883088) [@samsolid57](/creator/x/samsolid57) 2025-10-13T17:37Z 29.1K followers, 6991 engagements


"@KrisPatel99 Sell ITM call spreads. Also the time is not now"  
[X Link](https://x.com/samsolid57/status/1978604202445472012) [@samsolid57](/creator/x/samsolid57) 2025-10-15T23:29Z 29.1K followers, 2793 engagements


"$HIMS launching above $60"  
[X Link](https://x.com/samsolid57/status/1978534883224953132) [@samsolid57](/creator/x/samsolid57) 2025-10-15T18:54Z 29.1K followers, 6643 engagements


"$HIMS currently generates $2.01B in TTM revenue with analysts projecting $2.8B by the end of 2026. I dont see any disclosure on the Hers segments current TTM revenue but the market seems to be pricing in growth coming from non-GLP segments and the push into personalized medicine for Hers customers"  
[X Link](https://x.com/samsolid57/status/1978541031735140569) [@samsolid57](/creator/x/samsolid57) 2025-10-15T19:18Z 29.1K followers, 23.6K engagements


"MINERS DATACENTERS & RUBRIK YouTube Link in Reply 👇 00:00 Intro 01:55 Is Nebius a buy right now 04:55 $CRWV vs $NBIS 08:00 Why is $AMZN up only X% YTD 11:58 $SPX TO 7500 18:40 $RBRK Thesis $CRWD $MSFT $PANW $ZS 25:20 Trimming Software $SNOW $MDB 26:30 Robinhood keeps running $HOOD 28:10 Ok guys. Iren DD $IREN $CIFR $APLD $GLXY 34:10 Other $BTC Miners into HPC $CLSK $RIOT $HUT $HIVE $BITF 37:10 Lightning Round $GRAB $BMNR $U $ONDS $KTOS $OKLO 39:00 Which MAG7 $META $GOOGL $MSFT 41:30 Is Sports Betting Done $GENI $DKNG $FLUT Kalshi 42:47 Steve is NOT Bullish Enough @DividendStreams 45:00 More"  
[X Link](https://x.com/samsolid57/status/1974966959394668966) [@samsolid57](/creator/x/samsolid57) 2025-10-05T22:36Z 29K followers, 82K engagements


"$CRWV WILL ACQUIRE MONOLITH AI LIMITED The deal combines Monoliths test-driven simulation tools with CoreWeaves AI cloud to help industrial and manufacturing clients shorten R&D cycles speed up product design and boost competitiveness"  
[X Link](https://x.com/samsolid57/status/1975295315382313041) [@samsolid57](/creator/x/samsolid57) 2025-10-06T20:21Z 29.1K followers, 34.5K engagements


"$NVO DOWN X% AFTER CUTTING 9000 JOBS XXXX% OF STAFF Novo Nordisk is downsizing to reinvest in GLP-1 production and R&D. $LLY is right in front with Mounjaro/Zepbound making this an arms race in obesity drugs. But for $HIMS. Well theyre is already AI-first embedding telehealth + personalization at scale. While Big Pharma retools HIMS is already monetizing consumer demand through an AI-driven funnel. The old guard is restructuring. The new guard is executing. Long"  
[X Link](https://x.com/samsolid57/status/1965645829345350039) [@samsolid57](/creator/x/samsolid57) 2025-09-10T05:17Z 29.1K followers, 20.8K engagements


"THE FEAR & GREED INDEX IS BROKEN We are in Extreme Fear territory but $SPY is only X% from ATHs. Heres why this shouldnt be used as a BTFD indicator 🧵"  
[X Link](https://x.com/samsolid57/status/1978995920168505365) [@samsolid57](/creator/x/samsolid57) 2025-10-17T01:26Z 29.1K followers, 91.7K engagements


"@StockMKTNewz $IREN got ran over pretty hard. But cant complain it is up 200%+ in the last couple of months"  
[X Link](https://x.com/samsolid57/status/1978922182160830920) [@samsolid57](/creator/x/samsolid57) 2025-10-16T20:33Z 29.1K followers, 4118 engagements


"Taiwan Semiconductor - September 2025 $TSM XXXXXX -XXXX% PM ✅ Monthly Revenue: NT$330980M -XXX% MoM XXXX% YoY ✅ YTD Revenue: NT$2762964M (+36.4% YoY)"  
[X Link](https://x.com/samsolid57/status/1976239773498081687) [@samsolid57](/creator/x/samsolid57) 2025-10-09T10:54Z 29.1K followers, 4863 engagements


"$APP bounces almost XX% after Citi calls the SEC Probe a long term BUYING opportunity. This is outstanding"  
[X Link](https://x.com/samsolid57/status/1975568892815937837) [@samsolid57](/creator/x/samsolid57) 2025-10-07T14:28Z 29.1K followers, 16.1K engagements


"If this news had dropped Friday the market probably wouldve sold off. But with the weekend de-escalation sentiment flipped. And remember we run a trade deficit with China. importing far more than we export. I closed my hedges this morning at a small loss. $QQQ gapped above the 20MA and hasnt dipped below it for more than a few minutes. Now $SPY is pushing to reclaim its 20MA. A strong close here would resume the short-term bullish trend"  
[X Link](https://x.com/samsolid57/status/1977804826672353656) [@samsolid57](/creator/x/samsolid57) 2025-10-13T18:33Z 29.1K followers, 12.1K engagements


"@KobeissiLetter He bought $TMQ not $TMC"  
[X Link](https://x.com/samsolid57/status/1975327205317353806) [@samsolid57](/creator/x/samsolid57) 2025-10-06T22:28Z 29K followers, 23.9K engagements


"TRUMP LAUNCHES A PROBE INTO FURNITURE IMPORTS $W Wayfair and $RH Restoration Hardware are down X% AH"  
[X Link](https://x.com/samsolid57/status/1958998789328699622) [@samsolid57](/creator/x/samsolid57) 2025-08-22T21:04Z 29.1K followers, 4872 engagements


"$SPY and $QQQ gave back all of the days gains but $HIMS stayed bright green. You know what that means time to sell covered calls"  
[X Link](https://x.com/samsolid57/status/1978511426034553142) [@samsolid57](/creator/x/samsolid57) 2025-10-15T17:20Z 29.1K followers, 19K engagements


"@StockMKTNewz @EarningsHubHQ Big time"  
[X Link](https://x.com/samsolid57/status/1979035683613266115) [@samsolid57](/creator/x/samsolid57) 2025-10-17T04:04Z 29.1K followers, XXX engagements


"$CIFR UP ANOTHER X% AH Thats on top of a XX% move today. With the big $ORCL conference next week maybe theres speculation another deal could be in play. I'm not going to guess here. Meanwhile wheres the love for $IREN They announced a big deal with a CSP. didn't care to name which one"  
[X Link](https://x.com/samsolid57/status/1976046878828659122) [@samsolid57](/creator/x/samsolid57) 2025-10-08T22:07Z 29.1K followers, 22.2K engagements


"$CFLT IS UP XX% 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"  
[X Link](https://x.com/samsolid57/status/1975754948123275622) [@samsolid57](/creator/x/samsolid57) 2025-10-08T02:47Z 29.1K followers, 16.2K engagements


"Calling the entire retail investor base arrogant misses the point. Most retail voices are questioning methods and timing around short reports which is exactly how healthy market debate should work. At the end of the day the market isnt about labels its about making informed decisions and finding opportunities"  
[X Link](https://x.com/samsolid57/status/1976010756488560831) [@samsolid57](/creator/x/samsolid57) 2025-10-08T19:44Z 29.1K followers, 13.6K engagements


"TOM LEES 2025 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 X usage premiums"  
[X Link](https://x.com/samsolid57/status/1946633036407447591) [@samsolid57](/creator/x/samsolid57) 2025-07-19T18:07Z 29.1K followers, 355.2K engagements


"$TTD AT A MULTI-YEAR LOW DOWN XX% TODAY. HERE ARE MY THOUGHTS. $NFLX is partnering with $AMZN Ads to let brands buy Netflix ad inventory directly through Amazons DSP starting in Q4 2025 across major global markets. This is a direct move into Trade Desks core market. On top of that $APP announced theyre exploring the demand side of advertising. $RDDT is also showing that $GOOGL search pressure doesnt weaken their advantage as a walled garden. Jeff Green built a phenomenal company and changed the game in ad-tech from manual to automation to AI. But we got a warning shot a year ago when growth"  
[X Link](https://x.com/samsolid57/status/1965861564294332533) [@samsolid57](/creator/x/samsolid57) 2025-09-10T19:34Z 29.1K followers, 8768 engagements


"@TslaGroupie Taylor Swift"  
[X Link](https://x.com/samsolid57/status/1979319768005189707) [@samsolid57](/creator/x/samsolid57) 2025-10-17T22:53Z 29.1K followers, XXX engagements


"I am not sure why $PYPL has been trading at a suppressed valuation. You have buybacks technology brand awareness and now $PYUSD. They have beaten estimates almost every quarter"  
[X Link](https://x.com/samsolid57/status/1972053690187153705) [@samsolid57](/creator/x/samsolid57) 2025-09-27T21:40Z 29.1K followers, 30.6K engagements


"IS THIS THE END FOR MINERS TURNED DATACENTERS There have been massive volatility swings in the Neoclouds $CRWV $NBIS and ex- $BTC miners like $APLD $CIFR $IREN $WULF $BITF as well as others still in transition $CLSK $RIOT. 🧵"  
[X Link](https://x.com/samsolid57/status/1979524136260055497) [@samsolid57](/creator/x/samsolid57) 2025-10-18T12:25Z 29.1K followers, 49.6K engagements


"$BN $BAM BROOKFIELD COMMITS UP TO $5B IN BLOOM ENERGYS ENERGY SERVERS TO POWER AI FACTORIES $BE was up as much as XX% after this news. Their revenue in the last XX months is $1.63M. This is insane"  
[X Link](https://x.com/samsolid57/status/1977717631349031267) [@samsolid57](/creator/x/samsolid57) 2025-10-13T12:46Z 29.1K followers, 18.9K engagements


"$IREN WAS DOWN AS MUCH AS XXX% AH AFTER ANNOUNCING $875M CONVERTIBLE NOTES OFFERING POTENTIALLY UP TO $1B Reminds me of when $NBIS issued debt to fund a CapEx intensive buildout for $MSFT. This time IREN is looking to deploy 2.91GW of total capacity. Thats expensive. Trend carefully if markets break down. Im still bullish long term"  
[X Link](https://x.com/samsolid57/status/1975656646983708842) [@samsolid57](/creator/x/samsolid57) 2025-10-07T20:17Z 29.1K followers, 122.9K engagements


"$HIMS Not sure what to call this but dropping XX% from peak $1B HERS 2026 revenue hype to under $XX is rough. Was this really triggered by the CEO selling into the pump or just coincidence The fundamentals still look bullish but the stock tells a different story. Im out of this one from $60"  
[X Link](https://x.com/samsolid57/status/1979270148507996618) [@samsolid57](/creator/x/samsolid57) 2025-10-17T19:35Z 29.1K followers, 22.4K engagements


"Top Gainers for Today: $TE +23.21% $PATH +15.69% $WOLF +12.17% $CSIQ +10.92% $SEDG +9.59% $ASTS +8.20% $VKTX +6.46% $CFLT +6.43% $IREN +5.77% $DOCN +5.76% $RGTI +5.12% $DAL +5.07% $BROS +4.69% $STI +4.53% $CLSK +4.44% $NBIS +4.22% $RDDT +4.08% $NFX +3.70% $RKLB +3.67% $CAVA +3.66%"  
[X Link](https://x.com/samsolid57/status/1976353108772209075) [@samsolid57](/creator/x/samsolid57) 2025-10-09T18:24Z 29.1K followers, 21K engagements


"$BYND BEYOND MEAT IS TRADING BELOW $X AFTER FILING FOR BANKRUPTCY Looks like the community note finally came true. Hard to believe they managed to stay listed this long"  
[X Link](https://x.com/samsolid57/status/1977714812634177908) [@samsolid57](/creator/x/samsolid57) 2025-10-13T12:35Z 29.1K followers, 44.3K engagements


"MINER TO DATACENTER STATUS UPDATE Commitment: $WULF $CIFR $CORZ $HUT Pivoting: $APLD $IREN $HIVE Planned: $BITF $RIOT $CLSK Applied Digital commitment Deployed an AI factory operator with GPU-as-a-service and dedicated HPC campuses. It has XXX MW of AI hosting leases already signed with $CRWV across its Ellendale site and is positioning to scale toward X GW+. Bitfarms planned Laying out the groundwork for HPC with a partnership at its Panther Creek site with T5 Data Centers and a $300M Macquarie-backed facility to fund initial buildout. The company currently has about XXX MW energized across"  
[X Link](https://x.com/samsolid57/status/1974859330324402466) [@samsolid57](/creator/x/samsolid57) 2025-10-05T15:28Z 29.1K followers, 51.3K engagements


"FANDUEL TO ROLL OUT STOCK COMMODITY & INFLATION BETTING FanDuel is prepping a major expansion via parent company $FLUT and CME Group $CME opening the door to markets-based wagering. The writings on the wall and $HOOD is already miles ahead in this game"  
[X Link](https://x.com/samsolid57/status/1958296222701416745) [@samsolid57](/creator/x/samsolid57) 2025-08-20T22:32Z 29.1K followers, 3001 engagements


"$IREN ALMOST AT $XX $SHOP Product VP David Wurtz (also the founder of $GOOGL Drive) sold all of his $NVDA for IREN about a month ago. Not sure how I missed this. Even he said were still early well at least a month ago he did hehe. And now IREN is sitting here about to break $XX. I repeat I thought I was late at $XX. a triple bagger since then"  
[X Link](https://x.com/samsolid57/status/1975331140899877124) [@samsolid57](/creator/x/samsolid57) 2025-10-06T22:43Z 29.1K followers, 102.7K engagements


"The $PLAB and $AMKR bull case from @stocktalkweekly"  
[X Link](https://x.com/samsolid57/status/1975965634799469050) [@samsolid57](/creator/x/samsolid57) 2025-10-08T16:44Z 29.1K followers, 19.9K engagements


"$JPM ANNOUNCES A $10B INVESTMENT IN MULTIPLE INDUSTRIES INCLUDING QUANTUM COMPUTING Quantum stocks are surging higher today. Never would've guessed. $IONQ XXXXX +18.8% $QBTS XXXXX +25.2% $QUBT XXXXX +11.6% $RGTI XXXXX +21.9% $LAES XXXX +10.8% $ARQQ XXXXX +17.1%"  
[X Link](https://x.com/samsolid57/status/1977793509827772758) [@samsolid57](/creator/x/samsolid57) 2025-10-13T17:48Z 29.1K followers, 24.4K engagements


"$VIX XX Roller coasters 🎢"  
[X Link](https://x.com/samsolid57/status/1978869090703020142) [@samsolid57](/creator/x/samsolid57) 2025-10-16T17:02Z 29.1K followers, 5380 engagements


"ASIC CHIP DESIGNERS ARE THE UNSUNG HEROES OF AI INFRASTRUCTURE Hyperscalers are leveraging $MRVL $AVGO to help design custom silicon for efficiency and cost vs $NVDA $AMD general compute. Marvell Clients: $MSFT $AMZN $GOOGL $META $ORCL Broadcom Clients: OpenAI $AAPL $SSNLF Samsung $META ByteDance (TikTok) MARVELL TECHNOLOGY Microsoft - Developing Maia custom AI chips with Marvell contributing design IP and integration. Amazon - ASICs like Trainium and Inferentia are co-designed with Marvell. Also DPUs and networking silicon for AWS infrastructure and therefore Anthropic. Google - Uses"  
[X Link](https://x.com/samsolid57/status/1974932737636340040) [@samsolid57](/creator/x/samsolid57) 2025-10-05T20:20Z 29.1K followers, 22.4K engagements


"$KLAR IS UP X% AFTER BOOMERANGFX ANNOUNCES INTEGRATIONS WITH KLARNA AND $AFRM Integration into BoomerangFXs global healthcare platform is a catalyst. More importantly as rates come down the margin window for BNPL and payment rails widens giving these companies more room to scale profits. BNPL providers like Klarna Affirm and Stripe borrow money at prevailing interest rates and lend it to consumers at fixed terms. When rates are high their cost of capital squeezes margins but as borrowing costs fall the spread between what they pay to fund loans and what they earn from merchants/fees expands"  
[X Link](https://x.com/samsolid57/status/1973805383329460685) [@samsolid57](/creator/x/samsolid57) 2025-10-02T17:40Z 29.1K followers, 26.7K engagements


"TRUMP CONSIDERS TERMINATING BUSINESS WITH CHINA REGARDING COOKING OIL AND OTHER ELEMENTS OF TRADE. Markets immediately dropped following the truth social post. $SPY -XXXX% $QQQ -XXXX% $IWM +1.40% still green wow"  
[X Link](https://x.com/samsolid57/status/1978186957802148273) [@samsolid57](/creator/x/samsolid57) 2025-10-14T19:51Z 29K followers, 7865 engagements


"Hock Tan deserves it all taking $AVGO Broadcom from a small Agilent spin-off into a $1.5T giant while keeping its semiconductor edge. The $VMW deal drew scrutiny but it has strengthened Broadcoms long-term position. Also Pelosi doesnt miss"  
[X Link](https://x.com/samsolid57/status/1964473761551581226) [@samsolid57](/creator/x/samsolid57) 2025-09-06T23:40Z 29.1K followers, 8992 engagements


"BUY THE LEADERS (Cybersecurity) EDR Endpoint Detection and Response $CRWD Crowdstrike Falcon $MSFT Microsoft Defender $S SentinelOne Singularity SSE Security Service Edge $PANW Palo Alto Prisma Access $ZS ZScaler Zero Trust Platform"  
[X Link](https://x.com/samsolid57/status/1831495933785465043) [@samsolid57](/creator/x/samsolid57) 2024-09-05T00:53Z 29.1K followers, 2351 engagements


"@KrisPatel99 @TheLongInvest Tariff risk. But all mega cap lost momentum $IWM new aths"  
[X Link](https://x.com/samsolid57/status/1978626226521849945) [@samsolid57](/creator/x/samsolid57) 2025-10-16T00:57Z 29.1K followers, XXX engagements


"Is this considered tanking"  
[X Link](https://x.com/samsolid57/status/1978491323499073681) [@samsolid57](/creator/x/samsolid57) 2025-10-15T16:01Z 29.1K followers, 43.6K engagements


"WHO ARE THE REAL WINNERS FROM THE RECENT TARIFF TENSIONS Rare earth metals. Heres how they performed on Friday. $SPY -XXXX% $QQQ -XXXX% $TMRC +23.99% $UAMY +12.22% $MP +8.49% $PPTA +7.73% $IDR +6.05% $NB +5.59% $USAR +4.96% $UUUU +3.25% $CRML +1.84% $AREC +0.99% $IPX -XXXX% $TMC -5.28%"  
[X Link](https://x.com/samsolid57/status/1977369412161388868) [@samsolid57](/creator/x/samsolid57) 2025-10-12T13:43Z 29.1K followers, 305.8K engagements


"$IREN CLOSES $1B CONVERTIBLE NOTE OFFERING The deal was oversubscribed at $979M. Shares are down X% AH likely more a reflection of the macro drawdown. Not saying it cant pull back. the stocks been on quite a run. A retrace into the low $50s or even $40s wouldnt be shocking. Patience pays in this market"  
[X Link](https://x.com/samsolid57/status/1978191706907615649) [@samsolid57](/creator/x/samsolid57) 2025-10-14T20:10Z 29.1K followers, 37.1K engagements


"$TSLA CEO ELON MUSKS xAI IS WORKING ON A $20B DEAL FOR LEASE-TO-OWN $NVDA CHIPS PER THE INFORMATION $NBIS intraday move above $XXX on the news $CRWV almost at $XXX and up 6%+ $CIFR $IREN $APLD The market will not let these names go down. Insane. Im only long NBIS and IREN"  
[X Link](https://x.com/samsolid57/status/1978875212843356214) [@samsolid57](/creator/x/samsolid57) 2025-10-16T17:26Z 29.1K followers, 13K engagements


"SPACE STOCKS ARE LAUNCHING THIS MORNING $ASTS is up X% PM after announcing a definitive commercial agreement with Verizon to deliver space-based cellular broadband across the continental U.S. Wild to think it was just in the $30s a few weeks ago. $RKLB is also up over X% PM on a multi-launch deal with IQPS. The significance of this deal is Beck expanding Rocket Labs presence in the satellite launch market alongside $TSLA CEO Elon Musks SpaceX and $AMZN Chair Jeff Bezoss Blue Origin. GMI pegs the Satellite Launch Vehicle TAM at $29B by 2032 which is probably on the low end of where this"  
[X Link](https://x.com/samsolid57/status/1975893760648351982) [@samsolid57](/creator/x/samsolid57) 2025-10-08T11:59Z 29.1K followers, 49.8K engagements


"$TSM has been the clear leader in chip fabrication powering giants like $AVGO $NVDA and $AMD. With $INTC stepping in its unlikely theyll take the crown but they dont need much market share to push their top line back into double-digit growth and keep momentum positive. And yes our boy Trump got in early. Does anyone know if hes still holding"  
[X Link](https://x.com/samsolid57/status/1977039385754505392) [@samsolid57](/creator/x/samsolid57) 2025-10-11T15:51Z 29.1K followers, 10.1K engagements


"Investing With The Boys Podcast Episode #26 $NBIS $DOCN $IREN $CIFR $IONQ $PLTR $RKLB $ASTS $EOSE $HOOD $RBRK $AMZN $PATH$APP $TEM $MELI $XBI $GLXY"  
[X Link](https://x.com/samsolid57/status/1976391083488874816) [@samsolid57](/creator/x/samsolid57) 2025-10-09T20:55Z 29K followers, 5704 engagements


"There is still tons of fear in the market from the technical perspective. Meanwhile $QQQ and $SPY bouncing hard off the 50MA"  
[X Link](https://x.com/samsolid57/status/1978116673145033159) [@samsolid57](/creator/x/samsolid57) 2025-10-14T15:12Z 29.1K followers, 21.7K engagements


"For what its worth I think its still too early to say which companies wont succeed in the datacenter pivot. If I had to guess $IREN and $CIFR look best positioned. This is separate from the Neoclouds which already have years (some even decades) of experience in the field like $CRWV and $NBIS"  
[X Link](https://x.com/samsolid57/status/1979582191299699144) [@samsolid57](/creator/x/samsolid57) 2025-10-18T16:15Z 29.1K followers, 19.9K engagements


"@GabGrowth Im a buyer of $MELI below 2k"  
[X Link](https://x.com/samsolid57/status/1978645489198526928) [@samsolid57](/creator/x/samsolid57) 2025-10-16T02:13Z 29.1K followers, XXX engagements


"$APP APPLOVIN IS DOWN OVER XX% AFTER SEC PROBE INTO DATA COLLECTION PRACTICES Insane how the market has a way of reverting to the mean"  
[X Link](https://x.com/samsolid57/status/1975287335962152983) [@samsolid57](/creator/x/samsolid57) 2025-10-06T19:49Z 29.1K followers, 24.1K engagements


"$BMNR KERRISDALE CAPITAL RELEASES A SHORT REPORT Calling it an $18B Ethereum treasury copycat of $MSTR thats already breaking down. The report argues Tom Lees BitMine relentless share dilution slowing ETH-per-share growth opaque disclosures and gimmicky premium financings make the model unsustainable in a market now flooded with DATs and ETFs . This follows Kerrisdales track record of shorts on $JOBY $MSTR and $RIOT"  
[X Link](https://x.com/samsolid57/status/1975923340474020321) [@samsolid57](/creator/x/samsolid57) 2025-10-08T13:56Z 29.1K followers, 99.5K engagements


"$S SentinelOne and Schwarz Digits Forge Strategic Partnership to Deliver Sovereign Cybersecurity in Europe"  
[X Link](https://x.com/samsolid57/status/1963946349423898782) [@samsolid57](/creator/x/samsolid57) 2025-09-05T12:44Z 29.1K followers, 2637 engagements


"@realroseceline Flamingo"  
[X Link](https://x.com/samsolid57/status/1979330146592326108) [@samsolid57](/creator/x/samsolid57) 2025-10-17T23:34Z 29.1K followers, XXX engagements


"$SE SOUTHEAST ASIA ACCELERATION Sea Limiteds latest earnings underscore the growth happening across Southeast Asia benefiting not just Sea but also $GRAB Delivery and Mobility segments and $GOTO Gojek business. Shopee Seas e-commerce arm grew revenue +33.7% YoY to $3.8B with GMV climbing 28%. It remains the dominant marketplace in the region outpacing Lazada and Tokopedia in most key markets. Monee their digital financial services segment surged +70% YoY to $883M as mobile wallet adoption and fintech integration into Shopees ecosystem drive higher transaction volumes and stickier user"  
[X Link](https://x.com/samsolid57/status/1955303139906834803) [@samsolid57](/creator/x/samsolid57) 2025-08-12T16:19Z 29.1K followers, 2054 engagements


"You think $BMNR $IREN $HOOD are the only stocks ripping overnight Rare earths are having a party. $CRML +17.42% $USAR +15.00% $UAMY +13.02% $IDR +8.14% $UUUU +7.37% $TMC +5.81% $MP +5.56% $TMRC +5.01% $UMC +1.81%"  
[X Link](https://x.com/samsolid57/status/1977530011164004510) [@samsolid57](/creator/x/samsolid57) 2025-10-13T00:21Z 29.1K followers, 186.9K engagements


"$TTD IS UP X% AFTER UPGRADING ITS PLATFORM The Trade Desk upgraded its data marketplace removing the high costs and complexity that kept advertisers from using third-party data at scale. Maybe a catch up play in the making With AI scoring relevance across thousands of segments and simplified pricing advertisers can finally activate precision targeting without friction"  
[X Link](https://x.com/samsolid57/status/1972739900442382435) [@samsolid57](/creator/x/samsolid57) 2025-09-29T19:06Z 29.1K followers, 13.1K engagements


"$MSFT FORECASTS SHOWS A DATACENTER CRUNCH UNTIL 2026. WHAT EXACTLY DOES THAT MEAN After an initial intraday dip of nearly X% the stock managed to recover. If sources are true and Microsoft admits theyre in a datacenter crunch its essentially saying Azure doesnt have enough physical $DELL $SMCI $HP servers racks and power capacity to satisfy the overwhelming AI demand pouring in. They cant deploy $AMD and $NVDA GPUs $MRVL -designed ASICs $AVGO networking or even raw power fast enough to keep up with the growth. Five years ago hyperscalers like $GOOGL GCP or $AMZN AWS were often in excess"  
[X Link](https://x.com/samsolid57/status/1976368486717980943) [@samsolid57](/creator/x/samsolid57) 2025-10-09T19:25Z 29.1K followers, 53.8K engagements


"Why is $VG down XX% AH Find out here 👇"  
[X Link](https://x.com/samsolid57/status/1976473064645992936) [@samsolid57](/creator/x/samsolid57) 2025-10-10T02:21Z 29.1K followers, 12.4K engagements


"ON-SHORING SEMICONDUCTOR MANUFACTURING - $TSM showcasing progress at their Arizona facility - $ASML supplying EUV equipment - $AMKR strategically located nearby - $NVDA Blackwell fabrication - $INTC positioned as a key beneficiary for domestic supply chain buildout - $MU HBM bill of materials Eventual beneficiaries as it scales out and lowers costs for production: - $AMD $AVGO $MRVL GPU and ASICs - $AMZN $MSFT $GOOGL $ORCL hyperscalers - $NBIS $CRWV Neoclouds"  
[X Link](https://x.com/samsolid57/status/1979599099944222864) [@samsolid57](/creator/x/samsolid57) 2025-10-18T17:22Z 29.1K followers, 8272 engagements


"$IREN +9.3% HITS A NEW ALL TIME HIGH Other neoclouds and miners: $APLD +5.78% $BITF +9.28% $CIFR +2.34% $CORZ -XXXX% $CRVV -XXXX% $HIVE +2.44% $HUT -XXXX% $NBIS -XXXX% $WULF +12.75%"  
[X Link](https://x.com/samsolid57/status/1978150789559275928) [@samsolid57](/creator/x/samsolid57) 2025-10-14T17:27Z 29K followers, 8605 engagements