# ![@seer_xyz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1989005518447505408.png) @seer_xyz Seer Research

Seer Research posts on X about $nvda, $spy, ai, $mu the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1989005518447505408/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1989005518447505408/c:line/m:interactions.svg)

- [--] Week [------] -26%
- [--] Month [-------] +335%

### Mentions: [--] [#](/creator/twitter::1989005518447505408/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1989005518447505408/c:line/m:posts_active.svg)

- [--] Week [---] -2.80%
- [--] Month [---] +134%

### Followers: [---] [#](/creator/twitter::1989005518447505408/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1989005518447505408/c:line/m:followers.svg)

- [--] Week [---] +41%
- [--] Month [---] +147%

### CreatorRank: [-------] [#](/creator/twitter::1989005518447505408/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1989005518447505408/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  81.25% [finance](/list/finance)  35.42% [technology brands](/list/technology-brands)  34.72% [cryptocurrencies](/list/cryptocurrencies)  13.19% [countries](/list/countries)  4.86% [exchanges](/list/exchanges)  4.86% [currencies](/list/currencies)  3.47% [automotive brands](/list/automotive-brands)  3.47% [financial services](/list/financial-services)  2.78% [social networks](/list/social-networks)  2.08%

**Social topic influence**
[$nvda](/topic/$nvda) #903, [$spy](/topic/$spy) #697, [ai](/topic/ai) 9.03%, [$mu](/topic/$mu) #86, [in the](/topic/in-the) 8.33%, [$qqq](/topic/$qqq) #349, [$amzn](/topic/$amzn) #807, [$hood](/topic/$hood) #900, [$spx](/topic/$spx) #496, [spx](/topic/spx) #659

**Top accounts mentioned or mentioned by**
[@brianarmstrong](/creator/undefined) [@grok](/creator/undefined) [@michaeljburry](/creator/undefined) [@jukan05](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@theshortbear](/creator/undefined) [@smartertrader](/creator/undefined) [@coinvo](/creator/undefined) [@chrisborns](/creator/undefined) [@investornick](/creator/undefined) [@jbulltard1](/creator/undefined) [@ze1ooooo](/creator/undefined) [@business](/creator/undefined) [@theterminal](/creator/undefined) [@spluscollective](/creator/undefined) [@citrini7](/creator/undefined) [@clintoptions](/creator/undefined) [@a_i_m_rue](/creator/undefined) [@oh_d62](/creator/undefined) [@phoneywc](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Micron Technology, Inc. (MU)](/topic/$mu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [SPX6900 (SPX)](/topic/$spx) [Bitcoin (BTC)](/topic/$btc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/$msft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [SPDR GOLD ETF (GLD)](/topic/$gld) [Sandisk Corporation (SNDK)](/topic/$sndk) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Mario Coin (COIN)](/topic/$coin) [Advanced Micro Devices (AMD)](/topic/$amd) [Iris Energy Limited (IREN)](/topic/$iren) [Morgan Stanley (MS)](/topic/morgan-stanley) [Exxon Mobil (XOM)](/topic/$xom) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Now Coin (NOW)](/topic/$now) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [TeraWulf Inc. (WULF)](/topic/$wulf) [Tesla, Inc. (TSLA)](/topic/$tsla) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Applied Materials, Inc. (AMAT)](/topic/$amat) [IonQ, Inc. (IONQ)](/topic/$ionq) [Arm Holdings plc (ARM)](/topic/$arm) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Vixco (VIX)](/topic/$vix) [Intel Corporation (INTC)](/topic/$intc) [Citigroup Inc (C)](/topic/citigroup) [Metadium (META)](/topic/$meta) [NextEra Energy Inc (NEE)](/topic/$nee) [Quanta Services Inc (PWR)](/topic/$pwr) [Electroneum (ETN)](/topic/$etn) [Bloom Energy Corporation (BE)](/topic/$be) [Salesforce Inc (CRM)](/topic/$crm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"One of the reason I am long $AIQ as they hold a 5.95% allocation to Samsung (top holding) and a 4% allocation to SK Hynix. $MU $AMD $BABA Morgan Stanley estimates Samsung Electronics [----] operating profit at KRW [---] trillion (US$218.5 billion).  [----] [---] (2185 ) https://t.co/2P0xJTenqe Morgan Stanley estimates Samsung Electronics [----] operating profit at KRW [---] trillion (US$218.5 billion).  [----] [---] (2185 ) https://t.co/2P0xJTenqe"  
[X Link](https://x.com/seer_xyz/status/2017986451971969507)  2026-02-01T15:40Z [---] followers, [---] engagements


"Energy is the next precious metal. $XLE $XOM"  
[X Link](https://x.com/seer_xyz/status/2018087658052850148)  2026-02-01T22:22Z [---] followers, [---] engagements


"Iran is playing tag with a US carrier and you arent loaded on Oil names $XLE $XOM"  
[X Link](https://x.com/seer_xyz/status/2018782952826789999)  2026-02-03T20:25Z [---] followers, [---] engagements


"Translated Summary of the article (thank you @jukan05 for sharing): Shim Dae-yong argues that despite widespread concerns about China's rapid progress in memory semiconductors threatening Samsung Electronics and SK hynix the real technological gap remains large and is likely to widen rather than narrow especially in DRAM. - Estimated gaps: Over [--] years in DRAM (particularly advanced nodes) and [--] years in NAND. - China's key limitation: Lack of access to EUV lithography equipment (blocked by US-led export controls since 2019). This makes it nearly impossible for Chinese firms like ChangXin"  
[X Link](https://x.com/seer_xyz/status/2018857887104118826)  2026-02-04T01:23Z [---] followers, [---] engagements


"Evercore today raised its price target on $AMD to $328 up from $283 while maintaining its Outperform rating Keybanc today raised its price target on $AMD to $300 up from $270 while maintaining its Overweight rating $ADM:"  
[X Link](https://x.com/seer_xyz/status/2019096630763430058)  2026-02-04T17:12Z [---] followers, [---] engagements


"This watchlist on fire today lmao 😂☺ $ASTS $RKLB $MP $IONQ $OKLO"  
[X Link](https://x.com/seer_xyz/status/2019138455108833603)  2026-02-04T19:58Z [---] followers, [---] engagements


"ALPHABET WITH ULTRA EARNINGS BEAT Here's 4Q $GOOG Earnings Overview: - GOOGLE SERVICES REV. $95.86B EST. $94.9B - GOOGLE AD REV. $82.28B EST. $80.89B 4Q GOOGLE CLOUD REV. $17.66B EST. $16.2B SEES [----] CAPEX $175B TO $185B EST. $119.5B ALL BEATS Stock down but bouncing 👀 https://twitter.com/i/web/status/2019155573984444449 https://twitter.com/i/web/status/2019155573984444449"  
[X Link](https://x.com/seer_xyz/status/2019155573984444449)  2026-02-04T21:06Z [---] followers, [----] engagements


"$ARM Q326 Earnings Highlights 🔹 Revenue: $1.242B (Est. $1.22B) 🟢; +26% YoY 🔹 Adj. EPS: $0.43 (Est. $0.32) 🟢; +10% YoY 🔹 Royalty: $737M; +27% YoY 🔹 License & Other: $505M; +25% YoY Q4 Guide: 🔹 Revenue: $1.47B (Est. $1.44B) 🟡 🔹 Adj. EPS: $0.58 (Est. $0.57)🟡 🔹 Non-GAAP OpEx: $745M Other Metrics: 🔹 ACV: $1.620B; +28% YoY 🔹 RPO: $2.148B; -8% YoY 🔹 Arm Total Access licenses: [--] 🔹 Arm Flexible Access customers: [---] Financials (Non-GAAP): 🔹 Operating Margin: 40.7%; -500bps YoY 🔹 Operating Income: $505M; +14% YoY 🔹 Operating Cash Flow: $365M; -14% YoY 🔹 Non-GAAP FCF: $169M; -52% YoY"  
[X Link](https://x.com/seer_xyz/status/2019390825927516631)  2026-02-05T12:41Z [---] followers, [--] engagements


"$NVDA - NVIDIA WARNS CHINA CHIP RULES COULD KILL EXPORT PLAN Nvidia has warned the Trump administration that new chip export rules for China are too strict and could destroy demand for its H200 AI chips. The company says the requirements for buyers like Alibaba and ByteDance are so burdensome they could derail Trumps plan for the U.S. to profit from the exports. Nvidia also cautioned the rules resemble past restrictions and could end up benefiting Chinas Huawei instead. https://twitter.com/i/web/status/2019414048169746778 https://twitter.com/i/web/status/2019414048169746778"  
[X Link](https://x.com/seer_xyz/status/2019414048169746778)  2026-02-05T14:13Z [---] followers, [--] engagements


"AMAZON $AMZN Q425 EARNINGS HIGHLIGHTS 🔹 Net Sales: $213.39B (Est. $211.49B) 🟢; +14% YoY 🔹 EPS: $1.95 (Est. $1.96) 🔴 🔹 AWS: $35.6B (Est. $34.8B) 🟢; +24% YoY 🔹 OI: $25.0B (Est. $24.8B) 🟢 🔸FY26 Capex: $200B (Est. $147B) Q1 Guide: 🔹 Sales: $173.5B$178.5B (Est. $175.5B) 🟢; +11% to +15% YoY; [---] bps FX tailwind 🔹 Operating Income: $16.5B$21.5B; vs. $18.4B in Q125 Segment Performance: 🔹 North America: $127.1B (Est. $127.2B) 🔴; +10% YoY 🔹 International: $50.7B (Est. $49.7B) 🟢; +17% YoY 🔹 North America OI: $11.5B; vs. $9.3B in Q424 🔹 International OI: $1.0B; vs. $1.3B in Q424 🔹 AWS"  
[X Link](https://x.com/seer_xyz/status/2019524287342997592)  2026-02-05T21:31Z [---] followers, [---] engagements


"You would think with all these insane CapEx numbers tickers like $NVDA $MU $AMD would be absolutely ripping 🤷♂"  
[X Link](https://x.com/seer_xyz/status/2019524703820603589)  2026-02-05T21:33Z [---] followers, [---] engagements


"Gave it to you at $1.75. $ZSL ( $SLV SHORT) 2/20 $4C are up 1700%"  
[X Link](https://x.com/seer_xyz/status/2019576127971553300)  2026-02-06T00:57Z [---] followers, [---] engagements


"DESPITE A NICE BOUNCE IN TECH $MSFT INVESTOR SEEMS NOT READY TO COME BACK IN"  
[X Link](https://x.com/seer_xyz/status/2019901552392011848)  2026-02-06T22:30Z [---] followers, [--] engagements


"$HOOD BENEFITED GREATLY TODAY FROM A BROAD TECH BOUNCE VOLUME TODAY WAS STILL LOWER THAN PREVIOUS SESSIONS AND THE STOCK REMAINS FAR FROM TURNING BULLISH TECHNICALLY"  
[X Link](https://x.com/seer_xyz/status/2019902680257191950)  2026-02-06T22:35Z [---] followers, [--] engagements


"Impressive bounce on $IREN after the earnings sell off. You can see in today's volume traders were buying the dip Stoch and RSI curling from the lows. Good look into the weekend. Jensen Huang on CNBC: "GPUs sold six years ago are increasing in price." GPU depreciation was the largest concern for $NBIS $IREN and $CRWV. But now they have: - Tailwinds from increased capex spend across hyperscalers - Increased demand across the board - GPU depreciation https://t.co/FlqzXx9HR1 Jensen Huang on CNBC: "GPUs sold six years ago are increasing in price." GPU depreciation was the largest concern for"  
[X Link](https://x.com/seer_xyz/status/2019903382228492393)  2026-02-06T22:37Z [---] followers, [---] engagements


"IMAGINE IF THIS WAS THE BOTTOM AND $BTC JUST RIPS FROM HERE BACK TO THE HIGHS $MSTR $IBIT"  
[X Link](https://x.com/seer_xyz/status/2019906190587711735)  2026-02-06T22:48Z [---] followers, [--] engagements


"$HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment"  
[X Link](https://x.com/seer_xyz/status/2020227099781390801)  2026-02-07T20:04Z [---] followers, [---] engagements


"I see a lot of bullish reaction to this wire. I dont see how giving up a massive blockbuster product can be seen as bullish yeah I get the legal angle too. But GLP1 is their money maker and now they wont be able to sell probably the biggest oral of the century. Hmm hope Im wrong and rips. $HIMS $HIMS & Hers says its stopping sales of its copycat Wegovy pill following the FDAs Feb. [--] warning that its cracking down on mass-marketed compounded GLP-1 knockoffs. Hims said after talks with industry stakeholders it decided to stop offering the treatment. https://t.co/ZhwCzDGvrh $HIMS & Hers says its"  
[X Link](https://x.com/seer_xyz/status/2020239595321831911)  2026-02-07T20:53Z [---] followers, [---] engagements


"Wall Street $NVDA price targets (12-mo): Cantor Fitzgerald: $300 Bernstein: $275 Barclays: $275 Jefferies: $275 (raised) Mizuho: $275 (raised) Oppenheimer: $265 Wells Fargo: $265 Goldman Sachs: $250 Morgan Stanley: $250 RBC Capital: $240 Piper Sandler: $225 Consensus: $250260 Bull case: $300+ Base case: mid-$250s Do you own enough $NVDA https://twitter.com/i/web/status/2020242762218786961 https://twitter.com/i/web/status/2020242762218786961"  
[X Link](https://x.com/seer_xyz/status/2020242762218786961)  2026-02-07T21:06Z [---] followers, [---] engagements


"How do we feel about $RDDT This much below the 200"  
[X Link](https://x.com/seer_xyz/status/2020261543951368579)  2026-02-07T22:21Z [---] followers, [--] engagements


"Global Macro Weekly - Week Ending Feb [--] 2026: The week in headlines: Dow breaks [-----] as blue chips rip into the Friday close; rotation tech leadership was the tell. Deeply divided rally: Dow strong S&P stabilizing near support Nasdaq lagging. Euro area inflation undershoots: 1.7% YoY (Jan flash) below ECBs 2% target; core pressure easing too. US labor cooling at the margin: jobless claims jump to 231k in a weather-hit week. US services stay in expansion: ISM Services PMI [----] (Jan). Crypto volatility stays elevated after a sharp selloff; risk appetite looked wobbly midweek steadier by"  
[X Link](https://x.com/seer_xyz/status/2020277298256310694)  2026-02-07T23:23Z [---] followers, [---] engagements


"Emerging Markets Macro Report Weekly $EEM $VWO $IEMG 1) EM risk-off was real (especially in Asia) A tech-led selloff hit regional indices and dragged the broader EM Asia complex to its worst week since November. Separately Reuters also described EM currencies and stocks as headed for their steepest weekly drop in more than two months. 2) Indonesia: credit optics as the accelerant Indonesias equity drop and FX softness were tied to a Moodys outlook downgrade and fiscal concerns an example of how quickly macro credibility can reprice in EM. 3) FX: EM isnt one trade China (CNY): unusual"  
[X Link](https://x.com/seer_xyz/status/2020279051441561937)  2026-02-07T23:30Z [---] followers, [--] engagements


"Middle East Macro Weekly Report $XOM $XLE $OXY $CVX Week ending Feb [--] [----] Risk-off in EM oil whipsawed by Iran talks Gulf equities track crude Top headlines Oil volatility returns: Brent settled around $68 Friday as traders priced the push-pull between diplomacy and tail-risk conflict in the Gulf after U.S.Iran talks via Oman. Gulf equities lean on crude: A sharp oil drop midweek helped pull most Gulf markets lower with Saudi leading declines on Feb [--] after headlines confirmed talks. EM Asia takes a hit: A tech-led selloff pushed the MSCI EM Asia index down 2.1% on the week (worst since Nov"  
[X Link](https://x.com/seer_xyz/status/2020279242525929545)  2026-02-07T23:31Z [---] followers, [---] engagements


"SEMIS + MEMORY WEEKLY REPORT $NVDA $MU $SNDK $SMCI $TSM $TNX Week ending Feb [--] [----] Memory shock + AI capex keeps the complex bid Top tape headlines Memory pricing re-accelerates hard: TrendForce upgraded its 1Q26 conventional DRAM contract price call to +90% to +95% QoQ (vs. +5560% prior) citing AI/data center demand and tight supply. Supply squeeze spills into consumer devices: Reuters reported AI-driven HBM diversion is tightening conventional DRAM supply for PCs/phones with Samsung cautioning expansion remains limited into [------]. HBM arms race accelerates: Reuters said Samsung plans to"  
[X Link](https://x.com/seer_xyz/status/2020280702122488269)  2026-02-07T23:37Z [---] followers, [---] engagements


"Not $GLD not $BTC not $NVDA. This is Walmart $WMT"  
[X Link](https://x.com/seer_xyz/status/2020316569700872495)  2026-02-08T01:59Z [---] followers, [---] engagements


"@jukan05 I was looking at Silicon motion but do you think the demand is enough outside of the main players that they will begin to outsource sufficient orders to make it worth the diversification"  
[X Link](https://x.com/seer_xyz/status/2020324755853726114)  2026-02-08T02:32Z [---] followers, [----] engagements


"I wonder how many physical Gold ETFs have a bunch of counterfeit Gold bars hiding within their stash 😂😂😂 $GLD #Gold"  
[X Link](https://x.com/seer_xyz/status/2020632732271882684)  2026-02-08T22:55Z [---] followers, [--] engagements


"Oil Down $VIX down everything else up. Gold and Silver reclaiming and futures bright green. Risk on with a Hedge. $GLD $SLV $SPY $QQQ"  
[X Link](https://x.com/seer_xyz/status/2020653592022282596)  2026-02-09T00:18Z [---] followers, [---] engagements


"Slowly building a dividend portfolio. $QQQI $SPYI #WPAY #dividends"  
[X Link](https://x.com/seer_xyz/status/2020671172052938978)  2026-02-09T01:28Z [---] followers, [---] engagements


"Micron $MU is trading lower after Yonhap reported Samsung plans to start mass production of HBM4 as early as this month for Nvidias next-gen AI platform Vera Rubin. The report says Samsung has cleared Nvidia qualification and secured orders while Micron has guided to ramp HBM4 in Q2 [----] raising fresh share-risk worries in the high-margin HBM market. https://twitter.com/i/web/status/2020882031681389013 https://twitter.com/i/web/status/2020882031681389013"  
[X Link](https://x.com/seer_xyz/status/2020882031681389013)  2026-02-09T15:26Z [---] followers, [---] engagements


"Sold some $NVDA & $HOOD calls today. Port up 4% it was a good Monday"  
[X Link](https://x.com/seer_xyz/status/2021004400412721594)  2026-02-09T23:32Z [---] followers, [--] engagements


"Expecting this gap to fill relatively easy. $HIMS Im in 2/13 $20C here $HIMS https://t.co/Z1Hylz5AcI Im in 2/13 $20C here $HIMS https://t.co/Z1Hylz5AcI"  
[X Link](https://x.com/seer_xyz/status/2021015961445499095)  2026-02-10T00:18Z [---] followers, [---] engagements


"Targeting that $96 Gap on $HOOD for now lets see what they report tomorrow"  
[X Link](https://x.com/seer_xyz/status/2021019915294212374)  2026-02-10T00:34Z [---] followers, [---] engagements


"Started a long $NOW looking for a bounce on this overdone selling in software"  
[X Link](https://x.com/seer_xyz/status/2021026107936665997)  2026-02-10T00:59Z [---] followers, [--] engagements


"AppLovin $APP jumps after short-seller CapitalWatch issues an apology and correction for its inaccurate allegations. First target is the [---] SMA"  
[X Link](https://x.com/seer_xyz/status/2021038211124859323)  2026-02-10T01:47Z [---] followers, [---] engagements


"$CIFR & $WULF looking real good"  
[X Link](https://x.com/seer_xyz/status/2021042243424092398)  2026-02-10T02:03Z [---] followers, [---] engagements


"BREAKING: US reportedly plans to exempt TSMC from chip tariffs per FT $TSM up 1.7%"  
[X Link](https://x.com/seer_xyz/status/2021042606004752487)  2026-02-10T02:04Z [---] followers, [---] engagements


"$NVDA So far very healthy pullback"  
[X Link](https://x.com/seer_xyz/status/2021246682659274997)  2026-02-10T15:35Z [---] followers, [--] engagements


"Somebody told me this turd was going to $50 $ZETA"  
[X Link](https://x.com/seer_xyz/status/2021254875548409982)  2026-02-10T16:08Z [---] followers, [---] engagements


"Why is $INTC down 6% today 👀"  
[X Link](https://x.com/seer_xyz/status/2021313456222199995)  2026-02-10T20:00Z [---] followers, [---] engagements


"They missed on everything lmao WTF *ROBINHOOD 4Q ADJ. EBITDA $761M EST. $833.2M *ROBINHOOD 4Q TRANSACTION-BASED REVENUE $776M EST. $791.6M *ROBINHOOD 4Q NET REV. $1.28B EST. $1.35B $HOOD"  
[X Link](https://x.com/seer_xyz/status/2021329889513672849)  2026-02-10T21:06Z [---] followers, [---] engagements


"$HOOD *ROBINHOOD 4Q ADJ. EBITDA $761M EST. $833.2M *ROBINHOOD 4Q TRANSACTION-BASED REVENUE $776M EST. $791.6M *ROBINHOOD 4Q NET REV. $1.28B EST. $1.35B We beat EPS tho lmao"  
[X Link](https://x.com/seer_xyz/status/2021336242181505373)  2026-02-10T21:31Z [---] followers, [---] engagements


"Dont let them down Vlad $HOOD 😭😭😭 JUST IN: 50% of Americans expect stocks to "rise" over next [--] months JUST IN: 50% of Americans expect stocks to "rise" over next [--] months"  
[X Link](https://x.com/seer_xyz/status/2021338592346505222)  2026-02-10T21:40Z [---] followers, [---] engagements


"Commodities pushing this morning $GLD $SLV $XLE"  
[X Link](https://x.com/seer_xyz/status/2021550984401740037)  2026-02-11T11:44Z [---] followers, [---] engagements


"🚨 JUST IN: U.S. January Nonfarm Payrolls +130K vs +55K est Unemployment Rate 4.3% vs 4.4% est $SPY $QQQ $SPX"  
[X Link](https://x.com/seer_xyz/status/2021578702497222788)  2026-02-11T13:34Z [---] followers, [---] engagements


"High CapEx spenders continue to get punished $NVDA $APPL $TSLA LEADING TODAY"  
[X Link](https://x.com/seer_xyz/status/2021622252773478515)  2026-02-11T16:27Z [---] followers, [---] engagements


"Also added these calls : $NVDA $190 1/27 $GOOG $350 1/27 $INTC $50 1/27 Bought some $AMZN [----] leaps this morning. https://t.co/UyZvGpgb9e Bought some $AMZN [----] leaps this morning. https://t.co/UyZvGpgb9e"  
[X Link](https://x.com/seer_xyz/status/2021623037410570597)  2026-02-11T16:31Z [---] followers, [---] engagements


"$AMZN Recent individual analyst updates (mostly around Feb [---] post-earnings): - Arete Research: Raised to $285 (Buy Feb 11). - Citigroup: Lowered from $320 to $265 but maintained Buy (Feb 9). - Wells Fargo: Maintained Buy at $305 (from $301 Feb 6). - RBC: Outperform at $300 (Feb 6). - Citizens: $315 (Market Outperform Feb 6). - BMO Capital: $310 (Feb 6). - Guggenheim: $300 (Feb 6). - Needham: $265 (Buy Feb 6). - Scotiabank: $275 (Feb 6). - Others like Evercore ISI ($285) UBS (lowered to $301 from $311 Buy). Are you buying this dip post earnings"  
[X Link](https://x.com/seer_xyz/status/2021633018830458922)  2026-02-11T17:10Z [---] followers, [---] engagements


"Bruh @brian_armstrong $COIN"  
[X Link](https://x.com/seer_xyz/status/2021664989439045996)  2026-02-11T19:17Z [---] followers, [--] engagements


"$NVDA Analyst Price Targets (12-Month) Tigress Financial $350 Strong Buy Jefferies $275 Buy Mizuho $275 Buy Truist $275 Buy Barclays $275 Overweight Robert W. Baird $275 Outperform Raymond James $272 Strong Buy Wells Fargo $265 Buy Morgan Stanley $250 Overweight Stifel $250 Buy Susquehanna $250 Positive UBS $245 Buy RBC Capital $240 Outperform Deutsche Bank $215 Buy $NVDA continues to fight this flat top here. https://t.co/QqBRM9OtIH $NVDA continues to fight this flat top here. https://t.co/QqBRM9OtIH"  
[X Link](https://x.com/seer_xyz/status/2021668616102359092)  2026-02-11T19:32Z [---] followers, [---] engagements


"$APP:Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B Lets see if it bounces strong guidance also"  
[X Link](https://x.com/seer_xyz/status/2021694788144128282)  2026-02-11T21:16Z [---] followers, [---] engagements


""We guided 68% last quarter and we indicated today that our financial outlook has improved since the guidance. MONSTER guide up coming MU CFO credit: @smartertrader $MU $MU current forward PE is [--] which is very low. At a [--] multiple = $745 At a [--] multiple = $1118 Not financial Advice https://t.co/l0W74CNF3P $MU current forward PE is [--] which is very low. At a [--] multiple = $745 At a [--] multiple = $1118 Not financial Advice https://t.co/l0W74CNF3P"  
[X Link](https://x.com/seer_xyz/status/2021703101854470570)  2026-02-11T21:49Z [---] followers, [---] engagements


"$NVDA should see 40-50% of the $700 Billion in Mag [--] committed AI Capex. Hard to bet against that Much much Higher 🚀"  
[X Link](https://x.com/seer_xyz/status/2021724253540741208)  2026-02-11T23:13Z [---] followers, [--] engagements


"$NVDA [--] month horizontal consolidation"  
[X Link](https://x.com/seer_xyz/status/2021728008340459625)  2026-02-11T23:28Z [---] followers, [--] engagements


"$ASTS convertible notes offering. Stock down -10% after hours"  
[X Link](https://x.com/seer_xyz/status/2021728953526780034)  2026-02-11T23:31Z [---] followers, [---] engagements


"this is one crazy monthly chart great community I hear $HIMS"  
[X Link](https://x.com/seer_xyz/status/2021734246646256055)  2026-02-11T23:53Z [---] followers, [---] engagements


"$META to Spend More Than $10 Billion on Indiana-Based Data Center. Meta Platforms Inc. will spend more than $10 billion to build a data center campus in Lebanon Indiana. The data center will span [--] million square feet and is expected to be operational at the end of [----] or in early [----]. The new Indiana campus will support more than [----] construction workers and create [---] longer-term jobs with Meta investing more than $120 million into local infrastructure improvements. https://twitter.com/i/web/status/2021759600601575457 https://twitter.com/i/web/status/2021759600601575457"  
[X Link](https://x.com/seer_xyz/status/2021759600601575457)  2026-02-12T01:33Z [---] followers, [--] engagements


"FOUNDERS FUND D.E SHAW AND DRAGONEER AMONG LEAD INVESTORS IN ANTHROPIC DEAL. ANTHROPIC TO BE VALUED AT ABOUT $350B IN THE DEAL. $MSFT $GOOG $AMZN Anthropic is nearing the completion of a deal to raise more than $20 billion in a funding round co-led by investors including Peter Thiels Founders Fund D.E. Shaw & Co. and Dragoneer Investment Group according to people familiar with the matter adding to the artificial intelligence companys roster of backers in one of the largest startup funding rounds ever. Other co-leaders in the round include Iconiq and MGX said one of the people who asked not to"  
[X Link](https://x.com/seer_xyz/status/2021761438625268132)  2026-02-12T01:41Z [---] followers, [---] engagements


"The Congressional Budget Office on Wednesday warned yet again that the US is on an unsustainable fiscal path jacking up its estimate of deficits for the coming decade by $1.4 trillion thanks in part to President Donald Trumps [----] tax law and immigration policies. $SPX $SPY $QQQ https://twitter.com/i/web/status/2021767944049447289 https://twitter.com/i/web/status/2021767944049447289"  
[X Link](https://x.com/seer_xyz/status/2021767944049447289)  2026-02-12T02:06Z [---] followers, [--] engagements


"The Job Numbers release provides ammunition to the Fed hawks to maintain a patient approach to rate cuts reinforcing the narrative of a stabilizing labor market according to Angelo Kourkafas at Edward Jones. From a portfolio standpoint we expect the 10year yield to drift back toward the middle of its 4%4.5% range and we believe the rotation toward old economy and procyclical sectors should continue he said. The report pours cold water on the idea the Fed could cut rates again before mid-year and will fuel internal debate as to how restrictive policy is and how much slack there is in the labor"  
[X Link](https://x.com/seer_xyz/status/2021775936710926711)  2026-02-12T02:38Z [---] followers, [--] engagements


"Futures Green this morning $SPX $QQQ $SPY"  
[X Link](https://x.com/seer_xyz/status/2021891234709512284)  2026-02-12T10:16Z [---] followers, [--] engagements


"Samsung Electronics Co. claimed an early lead in the race to supply advanced memory for AI accelerators like those made by $NVDA a milestone for a Korean company thats seeking to displace its rivals in a pivotal market. The Korean giant is battling SK Hynix as well as $MU for orders from Nvidia the leader in AI accelerators. Their HBM4 chips are expected to power the US companys upcoming Vera Rubin accelerators considered the most capable semiconductors for training and operating AI. https://twitter.com/i/web/status/2021905174592201053 https://twitter.com/i/web/status/2021905174592201053"  
[X Link](https://x.com/seer_xyz/status/2021905174592201053)  2026-02-12T11:12Z [---] followers, [---] engagements


"Nice set up $CRWV"  
[X Link](https://x.com/seer_xyz/status/2021954525465305408)  2026-02-12T14:28Z [---] followers, [---] engagements


"$AMZN looks like it wants to fill the Gap"  
[X Link](https://x.com/seer_xyz/status/2022007011404394688)  2026-02-12T17:56Z [---] followers, [---] engagements


"CPI REPORT COULD JOLT STOCKS JPMORGAN WARNS U.S. stocks could swing sharply after Fridays CPI report according to JPMorgans trading desk. Economists expect core inflation to rise about 0.3% in January (2.5% year over year) while JPMorgan forecasts a hotter 0.39% monthly gain. The bank sees a 42.5% chance of a 0.35%0.4% reading which could lift the S&P [---] by 0.25%0.75%. But a print above 0.45%a 5% probabilitycould trigger a 1.25%2.5% drop. JPMorgan says a hawkish surprise is more likely than a soft one though it expects limited market reaction to a stagflation-style reading. $SPX $SPY $QQQ"  
[X Link](https://x.com/seer_xyz/status/2022019853603745897)  2026-02-12T18:47Z [---] followers, [--] engagements


"The S&P [---] and the Nasdaq [---] dropped 1.1% and 1.6% respectively. Cisco Systems Inc. plunged 12% as a tepid margin outlook signaled higher memory-chip prices ( $MU $SNDK 😉 ) are taking a toll. All megacaps retreated and an ETF tracking software companies slumped 3.1%. Anthropic finalized a deal to raise $30 billion in funding at a $380 billion valuation as it gains ground on rival OpenAI. $SPY $QQQ $SPX https://twitter.com/i/web/status/2022033112260026548 https://twitter.com/i/web/status/2022033112260026548"  
[X Link](https://x.com/seer_xyz/status/2022033112260026548)  2026-02-12T19:40Z [---] followers, [---] engagements


"Everyone is calling for a crash BULLISH $SPY $QQQ $SPX $BTC"  
[X Link](https://x.com/seer_xyz/status/2022035121310982646)  2026-02-12T19:48Z [---] followers, [--] engagements


"Gold declined in a sudden selloff across financial markets with some traders dumping metals to cover losses in equities. Silver and copper also plunged. Bullion fell as much as 4.1% while silver plunged 11%. Copper on the London Metal Exchange declined 2.9%. The metals have since pared some losses. $GLD $SLV $GDX $SIL https://twitter.com/i/web/status/2022041535148118518 https://twitter.com/i/web/status/2022041535148118518"  
[X Link](https://x.com/seer_xyz/status/2022041535148118518)  2026-02-12T20:14Z [---] followers, [--] engagements


"Very nice flow today $CRWV Nice set up $CRWV https://t.co/JQbFdEAwgj Nice set up $CRWV https://t.co/JQbFdEAwgj"  
[X Link](https://x.com/seer_xyz/status/2022072296790544559)  2026-02-12T22:16Z [---] followers, [---] engagements


"Our magic coins looking good today $BTC $ETH $SOL"  
[X Link](https://x.com/seer_xyz/status/2022716588328210785)  2026-02-14T16:56Z [---] followers, [--] engagements


"To be honest Dr. Burry seems like he got lucky once (big time) and now he is just a social media influencer. Based on his $PLTR GPT report and this chart his claims are nowhere near solid and bro is scrambling. He also got lucky his article had great timing with a full market downturn + software getting killed. Id counter trade him. I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"  
[X Link](https://x.com/seer_xyz/status/2022733008391016665)  2026-02-14T18:01Z [---] followers, [---] engagements


"My Bullcase for $XLU ($43/ share) : Why AI Data Centers Are a Major Catalyst AI workloads (training and inference) are extremely power-intensive. Data centers powering them consume far more electricity than traditional computing. Key projections include: Global data center electricity demand is expected to double by [----] (IEA estimates [---] TWh up from [---] TWh in 2024). In the US data centers could account for 6.712% of total electricity by [----] (DOE) potentially rising to 1220% by [----] in some scenarios. US peak demand could grow 26% by [----] with data centers contributing massively"  
[X Link](https://x.com/seer_xyz/status/2019040348840796416)  2026-02-04T13:28Z [---] followers, [--] engagements


"How This Translates to XLU XLU tracks major US utilities (heavy in electric utilities like NextEra Energy Duke Energy Southern Co. Constellation Energy Vistra). These companies are seeing: Accelerated load growth First time in generations with some projecting 14%+ annual demand increases. Higher earnings potential From rate base expansion (capex for new plants transmission renewables/nuclear to meet clean power needs of hyperscalers). Valuation upside XLUs forward P/E has expanded (around 18x recently vs. historical 15x) with analysts seeing room for more if earnings catch up (e.g. some"  
[X Link](https://x.com/seer_xyz/status/2019040351269359818)  2026-02-04T13:28Z [---] followers, [--] engagements


"BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH"  
[X Link](https://x.com/seer_xyz/status/2019408225914011753)  2026-02-05T13:50Z [---] followers, [---] engagements


"LMAO : Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH https://t.co/hH3xXYNYJP BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH https://t.co/hH3xXYNYJP"  
[X Link](https://x.com/seer_xyz/status/2019433422205366725)  2026-02-05T15:30Z [---] followers, [---] engagements


"@Coinvo @grok Fact Check"  
[X Link](https://x.com/seer_xyz/status/2020229649448706126)  2026-02-07T20:14Z [---] followers, [----] engagements


"BREAKING: Coinbase $COIN unexpectedly reports a large quarterly loss posting quarterly EPS of -$2.49 compared to expectations of $0.96. The company posted a net loss of -$667 million last quarter. And. The chart bounces 😂😂😂 🤷"  
[X Link](https://x.com/seer_xyz/status/2022058361773338648)  2026-02-12T21:20Z [---] followers, [---] engagements


"Applied Materials Inc. the largest US supplier of chipmaking equipment gave an upbeat sales forecast for the current quarter signaling that demand for artificial intelligence and memory semiconductors are fueling purchases. Sales will be approximately $7.65 billion in the fiscal second quarter which runs through April Applied Materials said in a statement Thursday. Analysts had estimated $7.03 billion on average. Earnings will be about $2.64 a share excluding some items compared with a projection of $2.29. $AMAT $NVDA $AMD https://twitter.com/i/web/status/2022061764830261325"  
[X Link](https://x.com/seer_xyz/status/2022061764830261325)  2026-02-12T21:34Z [---] followers, [--] engagements


"$RIVN Rivian Automotive Inc. closed out [----] with better-than-expected financial results sending the shares higher ahead of the electric-vehicle makers critical debut of its next-generation SUV. Its adjusted loss was [--] cents a share in the fourth quarter the company said Thursday in a statement better than the 69-cent deficit expected on average in analyst estimates compiled by Bloomberg. Revenue of $1.29 billion narrowly topped Wall Streets prediction. Rivians shares jumped 13% at 4:13 p.m. in after-hours trading in New York. The stock has gained about 12% in the last [--] months just shy of"  
[X Link](https://x.com/seer_xyz/status/2022062677892251808)  2026-02-12T21:38Z [---] followers, [---] engagements


"Massive amount of Puts came in the last [--] minutes of the NY session in $SPY $341M Net Premiums. In the Heat Map we got $1B of Negative Gamma Exposure at $385 for tomorrow"  
[X Link](https://x.com/seer_xyz/status/2022070372267590025)  2026-02-12T22:08Z [---] followers, [---] engagements


"If we get soft CPI print tomorrow $HOOD should provide a nice bounce trade"  
[X Link](https://x.com/seer_xyz/status/2022085199534993778)  2026-02-12T23:07Z [---] followers, [---] engagements


"JPMorgan on market reaction to CPI tomorrow : Core CPI MoM prints above 0.45% 5% chance: $SPX could lose 1.25% to 2.5%. Core CPI MoM comes in between 0.4% and 0.45% 25% chance: $SPY could fluctuate anywhere between losing 0.75% and gaining 0.25%. Core CPI MoM lands between 0.35% and 0.4% 42.5% chance: $SPX could advance 0.25% to 0.75%. Core CPI MoM is between 0.3% and 0.35% 22.5% chance: $SPY could gain 1% to 1.5%. Core CPI MoM prints below 0.3% 5% chance: $SPX could gain 1.25% to 1.75%. Who took the counter trend trade today $QQQ $NVDA $BTC"  
[X Link](https://x.com/seer_xyz/status/2022085843184144809)  2026-02-12T23:10Z [---] followers, [---] engagements


"Technically BEARISH by all means will they continue to bleed along with $BTC or a relief bounce is coming $COIN Maybe if @brian_armstrong takes a break from dumping shares"  
[X Link](https://x.com/seer_xyz/status/2022088110193139911)  2026-02-12T23:19Z [---] followers, [---] engagements


"$SPY 1hr I have a feeling they are gonna sell the indexes all the way to the CPI print and hopefully bottom at 8:30am ET. But this gap seems like a fair short term spot to target sell side"  
[X Link](https://x.com/seer_xyz/status/2022094765777719495)  2026-02-12T23:45Z [---] followers, [--] engagements


"Don't Panic everything will be alright. $SPX $SPY $QQQ"  
[X Link](https://x.com/seer_xyz/status/2022101106491634165)  2026-02-13T00:10Z [---] followers, [---] engagements


"Exercise caution one big flush in $BTC and $IREN sees sub $30"  
[X Link](https://x.com/seer_xyz/status/2022103769115505106)  2026-02-13T00:21Z [---] followers, [---] engagements


"$ES_F Levels for tomorrow. $SPX $SPY"  
[X Link](https://x.com/seer_xyz/status/2022107411486847129)  2026-02-13T00:35Z [---] followers, [--] engagements


"$AMAT sees $1T in semis revenues as early as [----]. You arent bullish enough. $NVDA $TSM $MU $SNDK"  
[X Link](https://x.com/seer_xyz/status/2022116735915319704)  2026-02-13T01:12Z [---] followers, [---] engagements


"🚨 JUST IN: YoY CPI: +2.4% vs +2.5% est YoY Core CPI: +2.5% vs +2.5% est Market is snoozing these cooler than expected prints. No outlier reaction thus far. $SPX $QQQ $SPY $BTC"  
[X Link](https://x.com/seer_xyz/status/2022304566008529012)  2026-02-13T13:39Z [---] followers, [---] engagements


"BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active filings in recent quarters with 50+ new positions and major portfolio shifts. Biggest moves: $XOP puts: $415M (NEW) $XLE puts: $163M (NEW) 👀 Microsoft $MSFT: +159% to $127M Taiwan Semi $TSM: +157% to $106M Nvidia $NVDA: +22% to $124M CoreWeave $CRWV puts: $123M (NEW) Hedge 👀 Ally Financial $ALLY: +129% to $76M Electronic Arts $EA: +290% to $88M Broadcom $AVGO: $35M (NEW) Tesla $TSLA: $25M (NEW) Major exits: $FXI calls:"  
[X Link](https://x.com/seer_xyz/status/2022451070803296310)  2026-02-13T23:21Z [---] followers, [---] engagements


"So how many people will raise cash by selling their $HOOD position to fomo into $RVI 😂😂😂 Private markets have been closed to everyday investors for too long. Robinhood Ventures Fund I is changing that by expanding access to private companies at the frontiers of their industries. Tune in live in the app on X and YouTube for the unveiling followed by a live Q&A with https://t.co/WnKGNvJmMp Private markets have been closed to everyday investors for too long. Robinhood Ventures Fund I is changing that by expanding access to private companies at the frontiers of their industries. Tune in live"  
[X Link](https://x.com/seer_xyz/status/2022472159851901087)  2026-02-14T00:45Z [---] followers, [---] engagements


"Uranium thesis still strong. If you want ETF exposure here are [--] of the best Uranium & Nuclear ETFs and what each gives you: [--] $URA (Global X Uranium ETF) Broad exposure to uranium miners + nuclear-related companies. Good one-stop shop for the theme. [--] $URNM (Sprott Uranium Miners ETF) More concentrated in pure uranium miners. Higher beta to uranium prices than $URA. [--] $URNJ (Sprott Junior Uranium Miners ETF) Focuses on small & mid-cap miners. Higher risk higher upside if uranium cycle really runs. [--] $NLR (VanEck Uranium & Nuclear ETF) Mix of miners + nuclear utilities & infrastructure. More"  
[X Link](https://x.com/seer_xyz/status/2016696506858832229)  2026-01-29T02:14Z [---] followers, [---] engagements


"AI runs on power. Power runs on copper. This is the metal everyone is overlooking. Pure Copper Leaders $FCX Freeport-McMoRan $SCCO Southern Copper $TECK Teck Resources $ERO Ero Copper $CS Capstone Copper Copper Grid / Electrification $PWR Quanta Services $ETN Eaton $HUBB Hubbell $MYRG MYR Group $NVT nVent Electric Copper Supply Control (Global) $BHP - BHP Group $RIO - Rio Tinto $GLNCY - Glencore $VALE - Vale S.A. High-Beta $IE Ivanhoe Electric $TMQ Trilogy Metals $COPX Global Copper ETF https://twitter.com/i/web/status/2016853489863852270 https://twitter.com/i/web/status/2016853489863852270"  
[X Link](https://x.com/seer_xyz/status/2016853489863852270)  2026-01-29T12:38Z [---] followers, [---] engagements


"$IONQ Sub $20 likely on this name. Im not sure about Quantum stocks lol"  
[X Link](https://x.com/seer_xyz/status/2022084408677990570)  2026-02-12T23:04Z [---] followers, [---] engagements


"Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢"  
[X Link](https://x.com/seer_xyz/status/2022340190875132183)  2026-02-13T16:00Z [---] followers, [---] engagements


"$COIN ER was so shitty they had to keep you distracted so you wouldnt market dump your position (if you have one). With a CEO that is a perpetual seller almost dumping $1B worth of shares in [----] idk whats attractive about this company. An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"  
[X Link](https://x.com/seer_xyz/status/2022341004909576336)  2026-02-13T16:04Z [---] followers, [--] engagements


"@chris_borns So sick 🔥"  
[X Link](https://x.com/seer_xyz/status/2022705487150514248)  2026-02-14T16:12Z [---] followers, [--] engagements


"The Samsung & HKH ETF . I mean Korea looking explosive cc: @aleabitoreddit"  
[X Link](https://x.com/seer_xyz/status/2022808467254169603)  2026-02-14T23:01Z [---] followers, [--] engagements


"Situational Awareness LP (Leopold Aschenbrenner): The AI-focused hedge fund (led by ex-OpenAI whiz Leopold with Carl Shulman) is $CRWV s largest institutional holder per Q3 [----] 13F. They disclosed a $563M position ( 1.1% stake at current cap but their biggest bet at 13-15% of AUM). In Q4 [----] they added 48% to the position + bought calls for upside leverage signaling conviction amid volatility. Their portfolio screams AI infra: Also heavy in $BE (Bloom Energy 16% new stake) $LITE (Lumentum 9%) $IREN (miners for power). $NVDA holds 9% stake in $CRWV currently also."  
[X Link](https://x.com/seer_xyz/status/2021992581639389564)  2026-02-12T16:59Z [---] followers, [---] engagements


"I agree here dips are for adding fundamentals too strong to ignore this sale at this multiple. $AMZN @Investor_NICK_ @jbulltard1 Anthropic is growing 56% and people are questioning AMZNs capex again Ill see you at 300+ @Investor_NICK_ @jbulltard1 Anthropic is growing 56% and people are questioning AMZNs capex again Ill see you at 300+"  
[X Link](https://x.com/seer_xyz/status/2022377650262585663)  2026-02-13T18:29Z [---] followers, [---] engagements


"Chief executive officers at the top US banks all received annual compensation of at least $40 million with their total pay surpassing records set in [----] and [----]. Bank of America Corp.s Brian Moynihan was the latest CEO to have his pay disclosed with his compensation rising 17% last year to $41 million. Citigroup Inc. said this week that it boosted the pay of CEO Jane Fraser 22% to $42 million for [----] a sign of confidence from the board about her ability to turn the company around after years of underperforming peers. $JPM $GS $BAC $CITI https://twitter.com/i/web/status/2022679601684648071"  
[X Link](https://x.com/seer_xyz/status/2022679601684648071)  2026-02-14T14:29Z [---] followers, [--] engagements


"$CIFR $WULF The Yolos that could turn a little money into a lot of money"  
[X Link](https://x.com/seer_xyz/status/2023065901621219798)  2026-02-15T16:04Z [---] followers, [---] engagements


"$TSLA Needs to reclaim that POC or right back to sub $400 it goes"  
[X Link](https://x.com/seer_xyz/status/2023170885725683892)  2026-02-15T23:01Z [---] followers, [--] engagements


"$BTC I see several things I like"  
[X Link](https://x.com/seer_xyz/status/2022805677731705308)  2026-02-14T22:50Z [---] followers, [--] engagements


"@aleabitoreddit Lots of extremely bullish charts on this list"  
[X Link](https://x.com/seer_xyz/status/2023069940123607046)  2026-02-15T16:20Z [---] followers, [---] engagements


"@Ze1ooooo @michaeljburry He plays for the Real Madrid no"  
[X Link](https://x.com/seer_xyz/status/2023198628815511727)  2026-02-16T00:51Z [---] followers, [--] engagements


"Q4 Capex was $27.85bn not $91.45bn (that's full year) @business @TheTerminal please fix. $GOOG"  
[X Link](https://x.com/seer_xyz/status/2019183151046689013)  2026-02-04T22:55Z [---] followers, [---] engagements


"Webull chart looks like a Chinese Scam pump and dump. $BULL"  
[X Link](https://x.com/seer_xyz/status/2021678355335225364)  2026-02-11T20:10Z [---] followers, [---] engagements


"@spluscollective $SMH is about 20% $NVDA NVDA leads the ETF not the other way around"  
[X Link](https://x.com/seer_xyz/status/2022118906773831727)  2026-02-13T01:21Z [---] followers, [--] engagements


"Reddit Inc $RDDT Director just purchased over $7482139 worth of shares. Insiders buying the dip is always bullish. @brian_armstrong should learn $COIN"  
[X Link](https://x.com/seer_xyz/status/2022135215922327593)  2026-02-13T02:26Z [---] followers, [---] engagements


"Gold popping on cool inflation numbers is definitely not what you want to see lmao yet SPY & QQQ seems to still be digesting the print with a minimal bounce. $GLD $SPY $QQQ"  
[X Link](https://x.com/seer_xyz/status/2022310209130053846)  2026-02-13T14:01Z [---] followers, [---] engagements


"This name got absolutely demolished with no relief bounces doing some digging on it this weekend $AI"  
[X Link](https://x.com/seer_xyz/status/2022386291971887172)  2026-02-13T19:04Z [---] followers, [--] engagements


"$GOOG 13F Q4 [----] Top positions: 1) AST SpaceMobile $ASTS 2) Planet Labs PBC $PL 3) Revolution Medicines $RVMD 4) Arm Holdings $ARM 5) Freshworks $FRSH 6) UiPath $PATH 7) GitLab $GTLB 8) Tempus AI $TEM No major changes in Q4"  
[X Link](https://x.com/seer_xyz/status/2022491828650414548)  2026-02-14T02:03Z [---] followers, [---] engagements


"Hope everyone has an amazing weekend Next week we pump $NVDA $NBIS $CRWV $BE"  
[X Link](https://x.com/seer_xyz/status/2022688527637712912)  2026-02-14T15:04Z [---] followers, [---] engagements


"$IGV & $NDX Are we experiencing the wildest miss price in Software history Or is this what AI disruption really looks like Very interesting. Would love to hear your thoughts. @TheShortBear @Citrini7"  
[X Link](https://x.com/seer_xyz/status/2022734193483223385)  2026-02-14T18:06Z [---] followers, [----] engagements


"Compute and Data will be the biggest commodity and the MAG7 are the Commodity House own it or stay behind. $GOOG $AMZN $MSFT $NVDA"  
[X Link](https://x.com/seer_xyz/status/2022743311619158200)  2026-02-14T18:42Z [---] followers, [---] engagements


"Dario founder of Anthropic predicts data center build will 3x per year through [----]. 3x If that is the case or even remotely close we arent even close estimating growth for $NVDA and many of the semis along with memory $MU $SMDK and all the power players $BE $PSIX etc"  
[X Link](https://x.com/seer_xyz/status/2022777203881116077)  2026-02-14T20:57Z [---] followers, [----] engagements


"Building something it will include supply chain diagrams and everything on our beautiful AI stocks a one stop shop. $NVDA $MU $NBIS $TSM $AMAT $AMD"  
[X Link](https://x.com/seer_xyz/status/2022789701766103349)  2026-02-14T21:47Z [---] followers, [---] engagements


"As of February [--] [----] IREN is no longer just a Bitcoin miner. It is a power-first vertically integrated operator of grid connected campuses that is reallocating electrons from ASICs to GPUs. The http://x.com/i/article/2022796989688369152 http://x.com/i/article/2022796989688369152"  
[X Link](https://x.com/seer_xyz/status/2022801221464006854)  2026-02-14T22:32Z [---] followers, [---] engagements


"A 100% unbiased article on everything $IREN for people to make their own plans and strategies. https://t.co/L0facQw9c8 https://t.co/L0facQw9c8"  
[X Link](https://x.com/seer_xyz/status/2022801666051801451)  2026-02-14T22:34Z [---] followers, [---] engagements


"$CRWV MEASURED MOVE = $224"  
[X Link](https://x.com/seer_xyz/status/2022810029234033141)  2026-02-14T23:07Z [---] followers, [---] engagements


"$NBIS DO WE GET A BREAKOUT THIS TIME"  
[X Link](https://x.com/seer_xyz/status/2022810780941291818)  2026-02-14T23:10Z [---] followers, [---] engagements


"$IGV - Down 33% from the highs on the biggest volume event since the ETF went public. It will be incredible to see these names rally back to ATH (big if true) $CRM $NOW $TTD $SNOW $ADBE"  
[X Link](https://x.com/seer_xyz/status/2022812462001574272)  2026-02-14T23:17Z [---] followers, [---] engagements


"$MSFT MIND THE GAP [---] $MSFT MIND THE GAP https://t.co/xBwm7QQ3t2 $MSFT MIND THE GAP https://t.co/xBwm7QQ3t2"  
[X Link](https://x.com/seer_xyz/status/2022814534767927635)  2026-02-14T23:25Z [---] followers, [---] engagements


"AI INFRA (HIGH BETA) $CIFR $IREN $APLD $WULF $INBIS"  
[X Link](https://x.com/seer_xyz/status/2022817150012965099)  2026-02-14T23:36Z [---] followers, [---] engagements


"Okay let's talk about the $VIX since I have been here on X is obvious that even people with high following don't quite grasp how the VIX is engineered and how it works. I'm referring to the "THEY are holding the market up by compressing the VIX" The narrative assumes: If VIX is low stocks go up. Therefore if someone suppresses VIX stocks stay up. Thats backwards in most conditions. Equities move options reprice VIX recalculates VIX is downstream of: -SPX price movement -SPX options flow -Dealer gamma exposure -Realized vol It is not upstream There is a feedback loop but its indirect. We need"  
[X Link](https://x.com/seer_xyz/status/2022836733721661729)  2026-02-15T00:53Z [---] followers, [--] engagements


"@michaeljburry Market closed on Monday Dr Burry"  
[X Link](https://x.com/seer_xyz/status/2022844529838010824)  2026-02-15T01:24Z [---] followers, [---] engagements


"So @michaeljburry is short probably some of the best companies in the world ( $NVDA ) but long GameStop $GME"  
[X Link](https://x.com/seer_xyz/status/2023053783715004418)  2026-02-15T15:16Z [---] followers, [---] engagements


"$NDX Double Top- Definitely a week to be cautious and hedged $SPY $QQQ Key Events This Week: [--]. Presidents' Day US Markets Closed - Monday [--]. December Durable Goods Orders data - Wednesday [--]. Fed Meeting Minutes - Wednesday [--]. December PCE Inflation data - Friday [--]. Total of [--] Fed speaker events this week [--]. 15% of S&P [---] companies report Key Events This Week: [--]. Presidents' Day US Markets Closed - Monday [--]. December Durable Goods Orders data - Wednesday [--]. Fed Meeting Minutes - Wednesday [--]. December PCE Inflation data - Friday [--]. Total of [--] Fed speaker events this week [--]. 15% of S&P 500"  
[X Link](https://x.com/seer_xyz/status/2023055559352631704)  2026-02-15T15:23Z [---] followers, [--] engagements


"Let me guess the entire market is gonna collapse but $GME is gonna 10x My short form thoughts on the market including a take on $GME acquisition possibilities on Feb 2nd https://t.co/9fGhY03lYY https://t.co/cz6wR3xcyu My short form thoughts on the market including a take on $GME acquisition possibilities on Feb 2nd https://t.co/9fGhY03lYY https://t.co/cz6wR3xcyu"  
[X Link](https://x.com/anyuser/status/2023104471740616810)  2026-02-15T18:37Z [---] followers, [---] engagements


"Very much needed RSI cool off in $MU - I think people are looking at these memory names and assuming is some sort of technical squeeze and nothing else completely disregarding the actual fundamental squeeze in the background. $SNDK"  
[X Link](https://x.com/seer_xyz/status/2023142820652187719)  2026-02-15T21:10Z [---] followers, [---] engagements


"$HOOD If you are an investor and not a trader RH is looking pretty good technically to start nibbling into some LEAPS"  
[X Link](https://x.com/seer_xyz/status/2023143862156636630)  2026-02-15T21:14Z [---] followers, [--] engagements


"$CRWV Volume shelf set up. Included in the Situational Awareness fund as a top holding im very bullish on this name"  
[X Link](https://x.com/seer_xyz/status/2023146923411292172)  2026-02-15T21:26Z [---] followers, [--] engagements


"BREAKING: BLACKROCK FILES 9.43M SHARE POSITION IN $NBIS BlackRock just disclosed ownership of [-------] shares of Nebius Group N.V. worth $789M as of Dec [--]. Previous filing showed just [-----] shares. A reported 39418% increase quarter over quarter. State Street Also increased their $NBIS position significantly. https://twitter.com/i/web/status/2023153524075302952 https://twitter.com/i/web/status/2023153524075302952"  
[X Link](https://x.com/seer_xyz/status/2023153524075302952)  2026-02-15T21:52Z [---] followers, [---] engagements


"Livermores' best trade of all time something worth noting is how we added to his winner instead of taking profits as soon as his trade started to work. $SPY $QQQ $SPX"  
[X Link](https://x.com/seer_xyz/status/2023163313182421008)  2026-02-15T22:31Z [---] followers, [--] engagements


"You must realize that this medium here is mostly noice from people enforcing their bias into their audience. Cherry pick who you listen to. People calling $PLTR investors dumb cuz is down 38% from its highs but failed to give them prop for buying the stock at $10 dollars. Same applies for stocks like $HOOD yes is down now but I wouldnt call a guy idiot when they are up 300% on their position. Play your own game at your own pace. Most of the "biggest" traders on X are 99% revenue from discord and reporting losses on their trading"  
[X Link](https://x.com/seer_xyz/status/2023169181948985675)  2026-02-15T22:54Z [---] followers, [--] engagements


"This dude when from managing billions to spam posting his substack [----] times a day. $PLTR @clintoptions Read for yourselves https://t.co/pc4qqcQhgo https://t.co/QFXA63M5fs @clintoptions Read for yourselves https://t.co/pc4qqcQhgo https://t.co/QFXA63M5fs"  
[X Link](https://x.com/seer_xyz/status/2023179001859387821)  2026-02-15T23:33Z [---] followers, [---] engagements


"Equities Futures open Green. $NQ_F $ES_F $SPY $QQQ"  
[X Link](https://x.com/seer_xyz/status/2023196984241496535)  2026-02-16T00:45Z [---] followers, [--] engagements


"$MU $SNDK - A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers and the crunch is only going to get worse. Since the start of [----] Tesla Inc. Apple Inc. and a dozen other major corporations have signaled that the shortage of DRAM or dynamic random access memory the fundamental building block of almost all technology will constrain production."  
[X Link](https://x.com/seer_xyz/status/2023198046008303816)  2026-02-16T00:49Z [---] followers, [---] engagements


"WSB Quants doing quant things. $AMZN"  
[X Link](https://x.com/seer_xyz/status/2022479197008978274)  2026-02-14T01:13Z [---] followers, [---] engagements


"Big if True $AMZN"  
[X Link](https://x.com/seer_xyz/status/2022813744498098301)  2026-02-14T23:22Z [---] followers, [--] engagements


"-DATA CENTER POWER PLAYS These are companies in the picks and shovels category that will benefit directly or indirectly from Data Center mayhem. From power grid to switchgear breakers busways transformers UPS etc. $SU $ETN $D $CEG $NEE $PWR"  
[X Link](https://x.com/seer_xyz/status/2022820392230912188)  2026-02-14T23:48Z [---] followers, [---] engagements


"If you don't think giants like $CRM will benefit from Ai I really don't know what to tell you all I'm seeing is great opportunities on companies that make a complete comeback to ATH sooner than you think. (Including $NOW ). Obviously there are some SaaS names that will not comeback and will get crushed but I don't think SaaS is dead whatsoever. https://twitter.com/i/web/status/2023145429567729696 https://twitter.com/i/web/status/2023145429567729696"  
[X Link](https://x.com/seer_xyz/status/2023145429567729696)  2026-02-15T21:20Z [---] followers, [--] engagements


"How are we valuing $TSLA chat lol $GOOG 26.4x $AMZN 25x $META 21.3x $MSFT 22.3x $NVDA 23.6x $TSLA 199.8x (😭😭😭😭)"  
[X Link](https://x.com/seer_xyz/status/2023203393817448463)  2026-02-16T01:10Z [---] followers, [--] engagements

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