#  @stonksamiam StockCrusher StockCrusher posts on X about $inv, $smh, $nvda, inv the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::14629171/interactions)  - [--] Week [------] +271% - [--] Month [------] +27% - [--] Months [-------] +2,008% - [--] Year [-------] +21% ### Mentions: [--] [#](/creator/twitter::14629171/posts_active)  - [--] Week [--] no change - [--] Month [---] +132% - [--] Months [---] +307% - [--] Year [---] -17% ### Followers: [-----] [#](/creator/twitter::14629171/followers)  - [--] Week [-----] +0.07% - [--] Month [-----] +0.52% - [--] Months [-----] +1.10% - [--] Year [-----] +1.30% ### CreatorRank: [---------] [#](/creator/twitter::14629171/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 46.39% [cryptocurrencies](/list/cryptocurrencies) 25.9% [finance](/list/finance) 21.69% [technology brands](/list/technology-brands) 13.25% [countries](/list/countries) 7.83% [currencies](/list/currencies) 1.2% [social networks](/list/social-networks) 1.2% [automotive brands](/list/automotive-brands) 0.6% [celebrities](/list/celebrities) 0.6% [nba](/list/nba) 0.6% **Social topic influence** [$inv](/topic/$inv) #5, [$smh](/topic/$smh) 7.23%, [$nvda](/topic/$nvda) #2737, [inv](/topic/inv) #13, [$jci](/topic/$jci) #10, [nvda](/topic/nvda) 3.01%, [$arry](/topic/$arry) 3.01%, [$eqix](/topic/$eqix) #17, [stocks](/topic/stocks) 3.01%, [$vrt](/topic/$vrt) #146 **Top accounts mentioned or mentioned by** [@atlasshrug1](/creator/undefined) [@malibuinvest](/creator/undefined) [@cooperhitandrun](/creator/undefined) [@accelsiusatx](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@joceyreyes209](/creator/undefined) [@spacex](/creator/undefined) [@vladtenev](/creator/undefined) [@pludacris](/creator/undefined) [@braden_tewinkel](/creator/undefined) [@bullstkpicks](/creator/undefined) [@ericjackson](/creator/undefined) [@mikealfred](/creator/undefined) [@xtimes1](/creator/undefined) [@jmresearch1](/creator/undefined) [@weareinnventure](/creator/undefined) [@bradentewinkel](/creator/undefined) [@epictrades1](/creator/undefined) [@elonmusk](/creator/undefined) [@malibooooom](/creator/undefined) **Top assets mentioned** [Inverse Finance (INV)](/topic/$inv) [Spacemesh (SMH)](/topic/$smh) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Array Technologies, Inc. (ARRY)](/topic/$arry) [Equinix Inc (EQIX)](/topic/$eqix) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Oklo Inc. (OKLO)](/topic/$oklo) [Nextracker Inc. (NXT)](/topic/$nxt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NuScale Power Corporation (SMR)](/topic/$smr) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Schlumberger NV (SLB)](/topic/$slb) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Advanced Micro Devices (AMD)](/topic/$amd) [Texas Instruments (TXN)](/topic/$txn) [Four (FORM)](/topic/$form) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Alaska Air Group, Inc. (ALK)](/topic/$alk) [Modine Manufacturing Co (MOD)](/topic/$mod) [Microsoft Corp. (MSFT)](/topic/$msft) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [IonQ, Inc. (IONQ)](/topic/$ionq) [Taiwan Semiconductor (TSM)](/topic/$tsm) [SuperWalk (GRND)](/topic/$grnd) [Alibaba Group (BABA)](/topic/$baba) [SolarEdge Technologies, Inc. (SEDG)](/topic/$sedg) [Match Group Inc (MTCH)](/topic/$mtch) [Bitcoin (BTC)](/topic/bitcoin) [GammaSwap (GS)](/topic/$gs) [GameStop, Corp. (GME)](/topic/$gme) [DisChain (DIS)](/topic/$dis) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [retard to retired (R/R)](/topic/$rr) [Arm Holdings plc (ARM)](/topic/$arm) [Intel Corporation (INTC)](/topic/$intc) [Qorvo Inc (QRVO)](/topic/$qrvo) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [TeraWulf Inc. (WULF)](/topic/$wulf) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [Southwest Airlines Co (LUV)](/topic/$luv) [Velo (VELO)](/topic/$velo) ### Top Social Posts Top posts by engagements in the last [--] hours "$VRT blowout all of the cooling technologies blowout $INV orders en route and stock re-rate coming" [X Link](https://x.com/stonksamiam/status/2021572111597211930) 2026-02-11T13:08Z [----] followers, [---] engagements "$INV As of January [----] Legrand has a market cap of $38.52 Billion USD. This makes Legrand the world's 623th most valuable company according to our data. just bought 30m of Accelsisus and $INV maintains near 50% = wow $JCI bought additonal 10m they are coming to play here the big boys https://twitter.com/i/web/status/2010723096043426281 https://twitter.com/i/web/status/2010723096043426281" [X Link](https://x.com/stonksamiam/status/2010723096043426281) 2026-01-12T14:38Z [----] followers, [----] engagements "@Bullstkpicks @joceyreyes209 no but the data points continue to align.Johnson Controls and Legrand aren't playing for a few [--] million dollar deals. $INV @AccelsiusATX have been talking two phase for over [--] months and only recently post $NVDA roadmpa are people saying huh what duh" [X Link](https://x.com/stonksamiam/status/2010737470774931726) 2026-01-12T15:35Z [----] followers, [---] engagements "$MBLY is in the zone where over time the returns should be solid. MBLY remains a leader in ADAS and recently acquired Mentee Robotics" [X Link](https://x.com/stonksamiam/status/2013758412501242354) 2026-01-20T23:39Z [----] followers, [---] engagements "$INV weak hands pushing price down. thesis same. Patiently awaiting news $JCI and LeGrand" [X Link](https://x.com/stonksamiam/status/2013994614873841821) 2026-01-21T15:18Z [----] followers, [---] engagements "$ARRY and $FCEL still trying to break and not give it up" [X Link](https://x.com/stonksamiam/status/2014366847639212461) 2026-01-22T15:57Z [----] followers, [---] engagements "$SLB who knew we're excited about the strong progress in our Data Center Solutions business since its launch less than [--] years ago. This year we plan to expand our range of offering our customer base and the geographies we serve paving the way for future growth. The opportunity is growing faster than anticipated and we expect to exit the year at a quarterly revenue run rate of $1 billion per year. https://twitter.com/i/web/status/2015228515713704383 https://twitter.com/i/web/status/2015228515713704383" [X Link](https://x.com/stonksamiam/status/2015228515713704383) 2026-01-25T01:01Z [----] followers, [---] engagements "$SLB = Venezuela SLB is the only international service company actively operating in Venezuela today as we are delivering a diverse set of services for an IOC under their license" [X Link](https://x.com/stonksamiam/status/2015228882136465666) 2026-01-25T01:03Z [----] followers, [---] engagements "$ARRY new highs as well" [X Link](https://x.com/stonksamiam/status/2016202184074133946) 2026-01-27T17:30Z [----] followers, [---] engagements "@AtlasShrug1 traders market - herds find liquidity. $RR today $OPEN yesterday etc. RR invests 500k a quarter in RD. you think they are revolutionary" [X Link](https://x.com/stonksamiam/status/2016249975559307277) 2026-01-27T20:40Z [----] followers, [---] engagements "$NXT pushing $ARRY" [X Link](https://x.com/stonksamiam/status/2016256704107970960) 2026-01-27T21:07Z [----] followers, [---] engagements "Well more servers = more cooling like two phase maybe @AccelsiusATX Hello anybody home $INV owns nearly 50% and $JCI and LeGrande just purchased 65m at [---] mil valuation @joceyreyes209 CPUs are back baby. (They never left). Server consolidation and even inference are driving even more demand for datacenter CPUs. Everybodys in on the action. $NVDA $ARM $INTC $AMD CPUs are back baby. (They never left). Server consolidation and even inference are driving even more demand for datacenter CPUs. Everybodys in on the action. $NVDA $ARM $INTC $AMD" [X Link](https://x.com/stonksamiam/status/2016298260647051485) 2026-01-27T23:52Z [----] followers, [----] engagements "$INV write up I wont pay anybody for Substack as Ive posted many bangers but Ill pass along Full article here: https://t.co/Y8tZ4Yq7cI Remember free subscribers can unlock [--] free article Full article here: https://t.co/Y8tZ4Yq7cI Remember free subscribers can unlock [--] free article" [X Link](https://x.com/stonksamiam/status/2016359665756733907) 2026-01-28T03:56Z [----] followers, [----] engagements "$TXN We have seen a typical fourth quarter revenue came in as expected. But if you look at the year-on-year results we are seeing recovery continuing in industrial. It grew close to 20%. I think it was 18% year-over-year. And remember that on the industrial market we still have a lot of room to go when you think about the previous peak. So if you will the compare is still easy for industrial to continue to recover. The other market that I will highlight is the continued strength in data center. We are seeing this market now becoming a little bit more substantial as a percentage of our" [X Link](https://x.com/stonksamiam/status/2016377015734305000) 2026-01-28T05:05Z [----] followers, [---] engagements "$QRVO We supply a diverse portfolio of high-performance discretes tuners ETP mix and integrated modules to our largest customer not all of which have been awarded on the upcoming platforms. However this time for the upcoming fiscal year we expect revenue at our largest customer to be approximately flat. https://twitter.com/i/web/status/2016384382299513222 https://twitter.com/i/web/status/2016384382299513222" [X Link](https://x.com/stonksamiam/status/2016384382299513222) 2026-01-28T05:34Z [----] followers, [---] engagements "$WTO raise money at pennies a few days ago and now issue a 50m "intent" agreement. I personally intend to win the powerball one day On January [--] [----] UTime Limited (the Company) entered into a share purchase agreement (the Purchase Agreement) with certain investors (the Investors) in the form attached to this Report on Form 6-K as Exhibit [----]. Pursuant to the Purchase Agreement the Company agreed to issue an aggregate of [-------] class A ordinary shares par value $0.1 per share (the Shares) at a purchase price of $0.20 per Share to the Investors for an aggregate purchase price of $910000" [X Link](https://x.com/stonksamiam/status/2018789178302136816) 2026-02-03T20:50Z [----] followers, [---] engagements "technically $SMH retested its prior swing high [------]. if that goes and stays down forget about it. [--] point bounce so far" [X Link](https://x.com/stonksamiam/status/2019136031434633629) 2026-02-04T19:48Z [----] followers, [---] engagements "@AtlasShrug1 I don't. @AccelsiusATX is quiet and expectations post investment are for large deployments. the market for micros is shit and the shareholder base picks pennies in front of steam rollers" [X Link](https://x.com/stonksamiam/status/2019136310976606347) 2026-02-04T19:49Z [----] followers, [--] engagements "$FORM I mean HBM5 is a couple of years away from volume production but you need to be ready with some complex R&D and capacity to deliver that complex R&D in volume to meet these ramps. I think same kind of dimensions that we've seen in the transition from HBM3 to [--] to [--] driving the inflections increased layer heights which are driving increased test intensity one of them. HBM4 gets to [--] high. We'll see whether HBM5 continues to climb. But sort of -- and you're well aware of this I think the coupling with new packaging and stacking techniques like hybrid bonding are certainly a potential for" [X Link](https://x.com/stonksamiam/status/2019263122050326955) 2026-02-05T04:13Z [----] followers, [---] engagements "$QCOM In the coming quarters the handset industry will be constrained by the availability and pricing of memory particularly DRAM" [X Link](https://x.com/stonksamiam/status/2019279952642994498) 2026-02-05T05:20Z [----] followers, [---] engagements "@ericjackson Since you like $OPEN so much and @MalibuInvest loves it too y'all can now like it twice as much via $OPEG" [X Link](https://x.com/stonksamiam/status/2019551208051208493) 2026-02-05T23:18Z [----] followers, [---] engagements "the fear bullshit as usual [--]. Quantum Hacking: The "Q-Day" Countdown The fear here is based on a real mathematical proof called Shors Algorithm. If you have a powerful enough quantum computer you can reverse-engineer a "private key" (your secret password) from a "public key" (your address). The Reality: Current quantum computers are still in their "noisy" infancy. They don't have enough stable qubits to crack Bitcoins encryption. Most experts believe a computer powerful enough to do this is still [--] to [--] years away. The Vulnerability: About 25% of all Bitcoin (including Satoshis original" [X Link](https://x.com/stonksamiam/status/2019568763797139843) 2026-02-06T00:28Z [----] followers, [---] engagements "@mikealfred anything is possible but $RIOT is lower than $AMD announcement - ditto $WULF The easy trade is often the wrong trade" [X Link](https://x.com/stonksamiam/status/2019850038856577048) 2026-02-06T19:05Z [----] followers, [---] engagements "talked about a few times and they can be miserable and difficult but airlines are flying again $LUV $DAL $UAL $ALK ticket prices are sky high - highest I have ever seen capacity remains favorable and all are acting very good this market is very good at rotation to keep the dream alive https://twitter.com/i/web/status/2019870441360572852 https://twitter.com/i/web/status/2019870441360572852" [X Link](https://x.com/stonksamiam/status/2019870441360572852) 2026-02-06T20:26Z [----] followers, [---] engagements "Legrand is a manufacturing powerhouse. They own a fleet of specialized brands that dominate specific parts of the data center "white space" (where the servers live) and "grey space" (where the power comes in). Legrand has recently shifted heavily into high-density infrastructure. Because AI chips (like those from NVIDIA) run much hotter and thirstier than traditional servers Legrand sells the liquid cooling and high-amperage power delivery systems that traditional office-grade equipment just can't handle Legrand already sells the racks and the power strips (PDUs). By investing in Accelsius" [X Link](https://x.com/stonksamiam/status/2020709286796472794) 2026-02-09T04:00Z [----] followers, [---] engagements "@x_times_1 from gemini and posted another story earlier $EQIX" [X Link](https://x.com/stonksamiam/status/2020885347086086270) 2026-02-09T15:39Z [----] followers, [---] engagements "@JM_research1 @SpaceX the privilege would have been to IPO at 100B 200B etc. Life on the moon and mars is never happening but its a great vision - fantasy always beats reality" [X Link](https://x.com/stonksamiam/status/2020900005612318920) 2026-02-09T16:38Z [----] followers, [--] engagements "woah havent looked at $CCCX in a minute.hammered with Quantum. Let's hope it sees [--] or [--] and consolidatess like $RGTI for the next phase. just kidding.lots of smart people talking the name" [X Link](https://x.com/stonksamiam/status/2020910326464799184) 2026-02-09T17:19Z [----] followers, [---] engagements "nice $VELO news this am additive manufacturing vendor for us army ground vehicles" [X Link](https://x.com/stonksamiam/status/2021226435126398992) 2026-02-10T14:15Z [----] followers, [---] engagements "Would be epic to see a SPAC announcement as a Super Bowl ad π€π€π€" [X Link](https://x.com/stonksamiam/status/1358434881492062208) 2021-02-07T15:18Z [----] followers, [--] engagements "There is a piece of me that wants the SPAC market to crash further because of questions like. Should I buy $IPOF Who knows - what's Chamath gonna buy Is the valuation good the bubble is OVER for now. Wake up already. If you buy a SPAC at a premium the risk is 10" [X Link](https://x.com/stonksamiam/status/1367912707735777281) 2021-03-05T18:59Z [----] followers, [--] engagements "Show us the orders @AccelsiusATX @weareinnventure $INV https://accelsius.com/the-hidden-costs-of-single-phase/utm_campaign=128937679-Newsletters&utm_medium=email&_hsenc=p2ANqtz-8JyWYw-fFpYD7WaztiBOV6HgSrgx7Y42sBlepb2S7h3JP19M2_ujN8HtJQIPpLb39bnrpo3rLkFRh8JevrEPH_VeBAnA&_hsmi=23025764&utm_content=23013290&utm_source=hs_email https://accelsius.com/the-hidden-costs-of-single-phase/utm_campaign=128937679-Newsletters&utm_medium=email&_hsenc=p2ANqtz-8JyWYw-fFpYD7WaztiBOV6HgSrgx7Y42sBlepb2S7h3JP19M2_ujN8HtJQIPpLb39bnrpo3rLkFRh8JevrEPH_VeBAnA&_hsmi=23025764&utm_content=23013290&utm_source=hs_email" [X Link](https://x.com/stonksamiam/status/2022035692013183451) 2026-02-12T19:50Z [----] followers, [---] engagements "Dont worry. Pullbacks from 4T caps provide the energy for the move to 8T. If we have data centers in space and live on Mars who cares about earth. fuck it" [X Link](https://x.com/stonksamiam/status/2018774218130006202) 2026-02-03T19:50Z [----] followers, [---] engagements "$EQIX $INV https://enkiai.com/data-center/equinix-liquid-cooling-ai-data-center-revolution-in-2025 https://enkiai.com/data-center/equinix-liquid-cooling-ai-data-center-revolution-in-2025" [X Link](https://x.com/stonksamiam/status/2020877190255235409) 2026-02-09T15:07Z [----] followers, [---] engagements "$VRT David Cote The AI-driven infrastructure build-out is accelerating and data centers are at the center of it all. We're still in the early innings of this secular growth trend" [X Link](https://x.com/stonksamiam/status/2021818123587068282) 2026-02-12T05:26Z [----] followers, [---] engagements "$INV Recent analysis from Jacobs Engineering $JCI reveals that 2P D2Cs superior thermal performance required only [--] fan high temperature chillers in a 10MW data center (vs. [--] fan chillers required for 1P D2C). Because heat rejection counts for the extreme majority of energy consumption in a liquid-cooled facility any reduction in chiller infrastructure largely contributes to massive energy savings over time https://twitter.com/i/web/status/2022134255892279595 https://twitter.com/i/web/status/2022134255892279595" [X Link](https://x.com/stonksamiam/status/2022134255892279595) 2026-02-13T02:22Z [----] followers, [----] engagements "$EQIX up 10% AH partners with $INV $INV down in the face of the entire sector flying sometimes markets are wacked https://ir.innventure.com/news-releases/news-release-details/accelsius-brings-neucooltm-equinixs-co-innovation-facility https://ir.innventure.com/news-releases/news-release-details/accelsius-brings-neucooltm-equinixs-co-innovation-facility" [X Link](https://x.com/stonksamiam/status/2021698338710860112) 2026-02-11T21:30Z [----] followers, [---] engagements "@braden_tewinkel The market is moving quickly and alternate solutions to air are required. They will get orders and the stock will re rate or they will get a buyout offer and management will make a decision. If they exit at 75/100m run rate its worth 1.5B or [--] bucks an $INV share" [X Link](https://x.com/stonksamiam/status/2021714963795214711) 2026-02-11T22:36Z [----] followers, [---] engagements "I said in [----] I would never see valuations and insanity again in my lifetime. I was wrong but it took [--] years. I dont think I will ever live to see a 4T company - we can write research to justify stupidity. Without the Fed stocks are worthless - we own nothing" [X Link](https://x.com/stonksamiam/status/1484705885440016385) 2022-01-22T01:54Z [----] followers, [--] engagements "$INV $EQIX Equinix has shifted its language from "testing" to "proving." They now use the Accelsius deployment as a live demonstration for global customers to show that two-phase liquid cooling is a "diverse and mature toolkit" ready for the NVIDIA Blackwell era. Equinix now groups Accelsius with a select tier of "validated partners" (alongside Flex JetCool and Dell) that have successfully moved from pilot phase to "market-ready" status. In industry discussions surrounding Equinixs IDC MarketScape Leadership (December 2025) Accelsius's NeuCool system was cited as a core component of the" [X Link](https://x.com/stonksamiam/status/2020710396425036220) 2026-02-09T04:04Z [----] followers, [----] engagements "$INV - LeGrand The partnership with Accelsius marks a significant expansion of Legrands data center capabilities into cutting-edge direct-to-chip two-phase liquid cooling. Through this strategic relationship Legrand and Accelsius will collaborate on JOINT DEVELOPMENT initiatives across the white space including the INTEGRATION of liquid cooling into rack infrastructure. As AI accelerates rack densities data center operators are rapidly adopting liquid cooling architecture to maintain performance reliability and energy efficiency. Accelsius two-phase cooling technology is designed to remove" [X Link](https://x.com/stonksamiam/status/2022139808219619605) 2026-02-13T02:44Z [----] followers, [---] engagements "$GDS and $VNET are china data center names that have caught bids" [X Link](https://x.com/stonksamiam/status/2011496422051336600) 2026-01-14T17:51Z [----] followers, [----] engagements "Money rotates $MOO $ADM $BG nice charts" [X Link](https://x.com/stonksamiam/status/2013677488346390974) 2026-01-20T18:18Z [----] followers, [---] engagements "$ALK In the end we've delivered a better cost result and benefited from slightly lower fuel in December than anticipated. Given our conviction in Alaska Accelerate and our ability to generate $10 of earnings per share by [----] we executed $570 million of share repurchases when our stock price was below its long-term potential. This puts us more than halfway through the $1 billion buyback authorization we unveiled at the end of [----]. https://twitter.com/i/web/status/2015220959041683796 https://twitter.com/i/web/status/2015220959041683796" [X Link](https://x.com/stonksamiam/status/2015220959041683796) 2026-01-25T00:31Z [----] followers, [---] engagements "To understand why you need to look at the history of fed currencies like the dollar in hard currencies like gold. The way I see it we're currently facing a plastic currency devaluation similar to what we saw in the 1970s or in the 1930s. In both of those cases fiat currencies around the world all went down together and also went down in relationship to hard currencies like gold. https://twitter.com/i/web/status/2015641575431479539 https://twitter.com/i/web/status/2015641575431479539" [X Link](https://x.com/stonksamiam/status/2015641575431479539) 2026-01-26T04:22Z [----] followers, [---] engagements "$MOD One thing is clear - investment in data center is not slowing and is in fact accelerating. We see our market opportunities continue to grow as we continue to invest in both capacity and product development to cement our position as a technology leader in the market. We previously shared our target of delivering over $1 billion in data center sales this year and we remain on track to deliver on that goal. We have also shared that our current capacity expansion will allow us to reach $2 billion in data center sales by fiscal [----]. And I'm happy to report that we remain confident in this" [X Link](https://x.com/stonksamiam/status/2019842373912789318) 2026-02-06T18:35Z [----] followers, [---] engagements "Why are people so excited for a @SpaceX IPO If rumblings about a 1.5T first trade are accurate is the risk/reward favorable Personally I dont get it. I find VCs waiting to IPO portfolio companys at near trillion dollar caps versus $MSFT $GOOGL etc entering the markets with upside for all a disgrace. https://twitter.com/i/web/status/2020509269456793760 https://twitter.com/i/web/status/2020509269456793760" [X Link](https://x.com/stonksamiam/status/2020509269456793760) 2026-02-08T14:45Z [----] followers, [---] engagements "$GLW $LITE $COHR just on fire $ORCL $MSFT $IGV bouncing hard $CRWV $NBIS $IREN $CIFR data center spend is huge" [X Link](https://x.com/stonksamiam/status/2020880716708589937) 2026-02-09T15:21Z [----] followers, [---] engagements "you cant build a datacenter without cooling $VRT $JCI $ETN $MOD $INV when @AccelsiusATX talks backlog conversion to order backlog does its valuation tick north to 1B or 500m to $INV If I were management I would be seeking $NVDA as an investor in the next round" [X Link](https://x.com/stonksamiam/status/2020909514933915856) 2026-02-09T17:15Z [----] followers, [---] engagements "Nice to see $PLBY acting well and moving up. For those of you who don't live on your right hand Valentines Day ahead The new Victoria Secret @MalibuInvest moan https://us.honeybirdette.com/country=US https://us.honeybirdette.com/country=US" [X Link](https://x.com/stonksamiam/status/2020925134417359053) 2026-02-09T18:17Z [----] followers, [----] engagements "$SCHW not liking this #AI AI #AI AI https://altruist.com/ https://altruist.com/" [X Link](https://x.com/stonksamiam/status/2021291212343534049) 2026-02-10T18:32Z [----] followers, [---] engagements "Trump likes $XHB Here is a turbo charged ETF $NAIL D R Horton 14.69% Pultegroup 8.51% Lennar Corporation Cls 8.26% NVR 7.71% Sherwin Williams 4.72% Home Depot 4.66% Lowe's Cos Inc 4.66% Toll Brothers 4.65% Topbuild Corporation 4.36% Lennox International 3.28%" [X Link](https://x.com/stonksamiam/status/2021292882083373529) 2026-02-10T18:39Z [----] followers, [---] engagements "$GTM 1.3B debt and 175m cash is cash flow positive BUT board votes for 1B buyback or 50% of the outstanding Have they looked at the stock chart Debt should be paid to respectable level before buybacks. interesting but an avoid for me for now" [X Link](https://x.com/stonksamiam/status/2021301233299096036) 2026-02-10T19:12Z [----] followers, [---] engagements "@vladtenev I read your conference call and you talk about active traders. Check out This is one of several direct platforms that legacy firms like Schwab Etrade Fidelity and even Interactive don't offer. These firms platforms are clunky and out of touch with the generation. ClearStreet IPO's this week $CLRS and will introduce what should be a kick ass platform by mid year. Competition is fierce and moving firms isn't complicated. Introduce a solid desktop product that incorporates the features of das. Legacy CyberTrader was amazing before Schwab destroyed it. Congrats on explosive growth" [X Link](https://x.com/stonksamiam/status/2021444958973198343) 2026-02-11T04:43Z [----] followers, [---] engagements "@pludacris Lo though from sundry forges sprang their frames And diverse masters stamped their sigils proud Yet drink they from one well of mortal need Twinned in design by kindred craft and aim Rivals in name but brethren born of trade" [X Link](https://x.com/stonksamiam/status/2021614675062817110) 2026-02-11T15:57Z [----] followers, [--] engagements "@MalibuInvest @epictrades1 it $HTZ so bad" [X Link](https://x.com/stonksamiam/status/2021640481718018053) 2026-02-11T17:40Z [----] followers, [---] engagements "$GNRC whoa data center demand trumps earnings miss generators" [X Link](https://x.com/stonksamiam/status/2021656086596792693) 2026-02-11T18:42Z [----] followers, [---] engagements "$MWH IPO today perfect spot for datacenter construction BESS Solar etc" [X Link](https://x.com/stonksamiam/status/2021656301047296354) 2026-02-11T18:43Z [----] followers, [---] engagements "memory is just a big wow $MU $SNDK all you need is one life changing" [X Link](https://x.com/stonksamiam/status/2021673277769625747) 2026-02-11T19:50Z [----] followers, [---] engagements "$CGNX machine vision flying" [X Link](https://x.com/stonksamiam/status/2021698419157499965) 2026-02-11T21:30Z [----] followers, [---] engagements "$VNET been flying ditto $GDS $GDS and $VNET are china data center names that have caught bids $GDS and $VNET are china data center names that have caught bids" [X Link](https://x.com/stonksamiam/status/2021699642749333831) 2026-02-11T21:35Z [----] followers, [---] engagements "IF $HOOD @vladtenev were to capture the grey hair and de-risk average account size $SCHW and the legacy names would be in real trouble. There is no reason for a RIA when you can robo an ETF portfolio and/or automated technical entry exits" [X Link](https://x.com/stonksamiam/status/2021700361418158292) 2026-02-11T21:38Z [----] followers, [---] engagements "$EQIX UP over 100" [X Link](https://x.com/stonksamiam/status/2021706427707064573) 2026-02-11T22:02Z [----] followers, [---] engagements "$VRT - Ive been around a long time - not sure I have ever seen a book to bill at [---] Organically fourth quarter orders were up 252% year-over-year and up 117% sequentially. Very strong all regions all markets. Trailing 12-month organic orders growth was 81% and would be even higher if we included our recent acquisitions. Our book-to-bill ratio was 2.9x. Our backlog stands at $15 billion more than double last year's. Q4 organic net sales were up 19% primarily driven by remarkable strength in the Americas which grew 46% organically. APAC was down 9% and EMEA down 14%. Q4 adjusted operating" [X Link](https://x.com/stonksamiam/status/2021818707404796034) 2026-02-12T05:28Z [----] followers, [---] engagements "$IRDM versus @elonmusk It looks like a problem that can be solved in space and solar powers and power in general of data centers is a big issue. There's massive technical challenges to overcome data centers are complicated areas very difficult to protect assets in space. It looks like to me I'm maybe been. I haven't been in the space industry forever but I've been in long enough to understand that that's a really long-term opportunity at best and I wonder if all the discussion isn't for other reasons than maybe just solving an immediate problem because that is years away from being able to be" [X Link](https://x.com/stonksamiam/status/2022030508524548120) 2026-02-12T19:30Z [----] followers, [---] engagements "$RIVN In the fourth quarter of [----] the R1S was the best-selling premium electric vehicle priced above $70000 in California New York New Jersey Oregon Virginia and Washington D.C. And it was the best-selling SUV EV or non-EV over $70000 in the state of California. Now I'm excited that we are months away from starting customer deliveries of R2 our first mass market vehicle. One of the things that's often overlooked around EVs is that there is a surprising lack of high-quality choices at prices around or below $50000 for a new vehicle in the United States there are only a few compelling EV" [X Link](https://x.com/stonksamiam/status/2022314315387490694) 2026-02-13T14:18Z [----] followers, [---] engagements "@Malibooooom Big given $SMH" [X Link](https://x.com/stonksamiam/status/1879618771977109940) 2025-01-15T19:56Z [----] followers, [--] engagements "DJ Quantum Computing Further Out In The 'AI Decade' John Chambers Says -- IBD - Dow Jones Newswires [--] Jan [----] 05:01:09 AM $IONQ $RGTI $QBTS $QUBT $AMPG Open in LSEG Workspace By Benjamin Pimentel Former Cisco CEO John Chambers has lived through the biggest technology trends over the past [--] years from the World Wide Web to cloud computing to artificial intelligence. Another trend quantum computing was in the spotlight when Chambers now a Silicon Valley venture capital investor and chair of JC2 Ventures shared his insights into the state of the tech industry with Investor's Business Daily." [X Link](https://x.com/stonksamiam/status/1879881789524578607) 2025-01-16T13:21Z [----] followers, [---] engagements "$SMH range bound since October 240-260 with a few fake moves above and below rats $TSM big number - who didn't know it $ASML big recipient cap ex" [X Link](https://x.com/stonksamiam/status/1879887176760193466) 2025-01-16T13:43Z [----] followers, [---] engagements "$EL has been totally killed $ODD $ELF" [X Link](https://x.com/stonksamiam/status/1879937084691190025) 2025-01-16T17:01Z [----] followers, [---] engagements "$ANGO close to continuation breakout.posted 6's believing it was a buyout target but they have executed and boom" [X Link](https://x.com/stonksamiam/status/1879986292072804794) 2025-01-16T20:17Z [----] followers, [---] engagements "$NVDA down on $TSM blowout number somewhat of a yellow flag" [X Link](https://x.com/stonksamiam/status/1879993224250683650) 2025-01-16T20:44Z [----] followers, [---] engagements "Nuclear wild rides $VST $OKLO $CEG $NNE $SMR and on and on" [X Link](https://x.com/stonksamiam/status/1882456691129872558) 2025-01-23T15:53Z [----] followers, [---] engagements "$CHSN today's chinese casualty how many of these low float ipos run em and kill them $DXST $DGNX $SKBL $MCTR yesterday/today" [X Link](https://x.com/stonksamiam/status/1882473764014927908) 2025-01-23T17:01Z [----] followers, [---] engagements "$RNAZ supposedly has [------] shares.buy 3500+ and you file 13D. be careful" [X Link](https://x.com/stonksamiam/status/1882522001665134600) 2025-01-23T20:13Z [----] followers, [---] engagements "interesting flavor of the day comment from CEO letter $NEUP fat shelf out so can drop deal Our long-standing strategic partnership with MSD (known as Merck & Co. Inc. Rahway NJ USA in the U.S. and Canada) on the development of [--] receptor PAMs targeting cognitive dysfunction associated with Alzheimers disease and other central nervous system conditions valued US $500M is quickly advancing and is anticipated to enter Phase [--] in the near future triggering a sizable milestone payment for the Company. Along with you we believe Bionomics has significant unrealized value that is not yet reflected in" [X Link](https://x.com/stonksamiam/status/1882825460377375213) 2025-01-24T16:19Z [----] followers, [----] engagements "$GRND called warrants and yet another new all time high not everybody wants to be a bee keeper urban dictionary = The act of juggling multiple relationships with multiple females or "honeys" without them finding out about each other" [X Link](https://x.com/stonksamiam/status/1882827508124647823) 2025-01-24T16:27Z [----] followers, [---] engagements "$TXN been awful for how many quarters yet stock hovering highs and lots of fake moves untiltoday reality setting in. big china rotation see it $BABA $JD $BIDU $PDD $YUMC $FXI $TCOM $YY $FUTU $TIGR $GDS" [X Link](https://x.com/stonksamiam/status/1882846839399129205) 2025-01-24T17:44Z [----] followers, [---] engagements "$VNET double $VNET $GDS Data center China - growth regardless of tariffs and bs $VNET $GDS Data center China - growth regardless of tariffs and bs" [X Link](https://x.com/stonksamiam/status/1883514088761983222) 2025-01-26T13:55Z [----] followers, [---] engagements "$NEE Nuclear continues to be a much longer term option in our opinion due to first of a kind risks and uncertainty with near-term opportunities centered on recommissioning and upgrade projects. Nuclear plants across the country are already serving existing demand and there are only a few nuclear plants that could be recommissioned in the near-term in an economic way. We are continuing to make progress in evaluating the recommissioning of our Duane Arnold nuclear plant in Iowa. Recently we filed notice with the Nuclear Regulatory Commission to request a licensing change an important first step" [X Link](https://x.com/stonksamiam/status/1883729193625952524) 2025-01-27T04:10Z [----] followers, [---] engagements "$NEE comment on SMR = ouch $OKLO $NNE $SMR As you think about next decade and my comments around next decade those are really more around the small module reactors which are still a first of a kind technology have some uncertainty in terms of developing and permitting and the ability of them to be able to be delivered to market on-time and on-schedule. And so as we think about small module reactors and we have a team internally at NextEra Energy that is focusing on nothing but small modular reactors. We'd love to be able to develop them. But as we get into them there are some practical" [X Link](https://x.com/stonksamiam/status/1883754821368639650) 2025-01-27T05:52Z [----] followers, [----] engagements "Great work here The sell side just learned about DeepSeek* yesterday and continues to be completely oblivious to its threat to the Mag7 in particular and the S&P [---] writ large. We are still early and you're ahead of the curve. It's not priced in at all. https://t.co/7Kxu4Uwbgb The sell side just learned about DeepSeek* yesterday and continues to be completely oblivious to its threat to the Mag7 in particular and the S&P [---] writ large. We are still early and you're ahead of the curve. It's not priced in at all. https://t.co/7Kxu4Uwbgb" [X Link](https://x.com/stonksamiam/status/1883912995375665554) 2025-01-27T16:20Z [----] followers, [---] engagements "$NXT I will now share our perspectives about the market and industry outlook. Solar continues to perform as the fastest-growing power generation being added to most major grids around the world. According to Wood Mackenzie in the U.S. in the third quarter of [----] solar accounted for 64% of all new electricity generating capacity added to the grid. And last year the U.S. added approximately [--] gigawatts of solar power. Power demand in the U.S. is expected to increase significantly about 9% by [----] according to ICF International a consulting firm. And the U.S. Department of Energy forecasts 15%" [X Link](https://x.com/stonksamiam/status/1884455045435122110) 2025-01-29T04:14Z [----] followers, [----] engagements "$NOW The consumption of assists with agentic AI will be a multiple factor higher than that of a standard Now Assist query. This approach ensures customers can access our AI capabilities as quickly and as seamlessly as possible while simplifying the sales process at the same time. This is the most transformative technology in decades. We are solidifying our leadership position as the AI platform for business transformation" [X Link](https://x.com/stonksamiam/status/1884824923694326105) 2025-01-30T04:44Z [----] followers, [---] engagements "$NXT with blowout numbers $TAN continuing to act better - bottom $ENPH $FSLR $ARRY $AMPS $SEDG" [X Link](https://x.com/stonksamiam/status/1885352390666416586) 2025-01-31T15:40Z [----] followers, [---] engagements "$VIAV But the new segment emerging is really the hyperscalers who are not your father's data center operators. They're actually putting very sophisticated fiber monitoring interfaces onto their data centers to monitor all the fiber going in and going out of their network. And part of it is really protecting the billions of dollars they're putting into those data centers and making sure that the connectivity latency and performance of their fiber interconnect is on par with the performance inside the data center. And that is a new phenomenon because traditionally data center operators really" [X Link](https://x.com/stonksamiam/status/1885353509593505974) 2025-01-31T15:44Z [----] followers, [---] engagements "$FN That's mainly the latter coherent transceivers for ZR transceivers for DCI applications between the data centers. That's the main driver of our silicon photonics growth. And we're a very early adopter of silicon photonics. We've been building silicon photonics products for over a decade at this stage. So we really feel we're in a strong position as the industry moves more towards silicon photonics and also co-packaged optics that for us it's a fairly natural transition to go from one to the other but yeah that growth in silicon photonics is primarily driven by coherent ZR DCI products" [X Link](https://x.com/stonksamiam/status/1886640286652358782) 2025-02-04T04:57Z [----] followers, [---] engagements "@realDonaldTrump Sovereign Wealth Fund is an idea I tossed around 6-9 months ago. Its a no brainer and brilliant The US Taxpayer funds endless technology development via grants at the University level via NiST DARPA etc. The USA should own pieces of all technology developed by professors using taxpayer dollars #simple" [X Link](https://x.com/stonksamiam/status/1886801328586023023) 2025-02-04T15:37Z [----] followers, [---] engagements "$LQDA shares continue to rise into May [----] and $UTHR chart isn't looking so good. @T_OConnell" [X Link](https://x.com/stonksamiam/status/1886870294968902079) 2025-02-04T20:11Z [----] followers, [---] engagements "$TAN been showing signs of bottom $ENPH beat and raise $RUN $FSLR $AMPS $SEDG $ARRY" [X Link](https://x.com/stonksamiam/status/1886885514420347158) 2025-02-04T21:12Z [----] followers, [---] engagements "$CRNT moving up on $AVNW number" [X Link](https://x.com/stonksamiam/status/1886888580372640030) 2025-02-04T21:24Z [----] followers, [---] engagements "@SamanthaLaDuc Who is the government Oh Hamas the elected terror organization Trump seeks peace as evidenced by the Abraham Accords. There may be a path to prosperity for the region - its all as far fetched as robo taxis robots and flying evtol taxis" [X Link](https://x.com/stonksamiam/status/1886973363140354339) 2025-02-05T03:01Z [----] followers, [---] engagements "$DNA $GRAL $SDGR" [X Link](https://x.com/stonksamiam/status/1887226204870353117) 2025-02-05T19:46Z [----] followers, [---] engagements "Outside of #AI not much excitement in old school semis $AOSL $SWKS $FORM $QCOM economy seems to be a mixed bag real estate listings UP semis haven't been great in [--] years outside of AI yet stocks have been well bid jobs = im hearing non existent a mixed bag do you like a bull bag or a bear bag @MalibuInvest" [X Link](https://x.com/stonksamiam/status/1887503116431728802) 2025-02-06T14:06Z [----] followers, [---] engagements "congrats to @spencerrascoff $MTCH needs some new leadership down in the dumps for a long time" [X Link](https://x.com/stonksamiam/status/1887505116863078438) 2025-02-06T14:14Z [----] followers, [---] engagements "@LtCrandog stick to bitcoin since 2013" [X Link](https://x.com/stonksamiam/status/1887545729507537290) 2025-02-06T16:55Z [----] followers, [--] engagements "$AOSL a dull quarter but AI excitement keeping buyers around and shorts scared."contender" does not mean done deal Within AI for large data centers we are a contender in the middle stages of the design and phase and we see potential for these products to contribute to revenue in the middle of the calendar year" [X Link](https://x.com/stonksamiam/status/1887552962328993955) 2025-02-06T17:24Z [----] followers, [---] engagements "@OmronEdinburgh I guess thats why $MTCH and $BMBL are in the toilet while $GRND continues up The new generation doesnt drink and wants to be granola" [X Link](https://x.com/stonksamiam/status/1888235320577339583) 2025-02-08T14:35Z [----] followers, [---] engagements "@realDonaldTrump we remember the words of the heroic United Airlines 9/11 passenger Todd Beamer - Lets roll Enough was enough October [--]. Joe Biden and Kamala were are and will forever be worthless HORRIFYING NEW TESTIMONIES on the captivity of Or Levy Eli Sharabi and Ohad Ben Ami. One of the ex-hostages freed yesterday choosing to remain anonymous revealed he was BOUND IN CHAINS and only towards his release did he learn how to walk again. The https://t.co/jqhzHCpIpZ HORRIFYING NEW TESTIMONIES on the captivity of Or Levy Eli Sharabi and Ohad Ben Ami. One of the ex-hostages freed yesterday" [X Link](https://x.com/stonksamiam/status/1888777066897949020) 2025-02-10T02:28Z [----] followers, [---] engagements "$LSCC If you think of a car you've got literally tens of these sensors in the car and they all need to be aggregated fused and process before they go through this near edge device. And again FPGA are the perfect place to do that" [X Link](https://x.com/stonksamiam/status/1889174719053857191) 2025-02-11T04:48Z [----] followers, [---] engagements "@pennycheck $IVAC several years ago had been working on this project. I owned the stock many times over the years and now sold to $STX. I was hopeful that this project would be explosive. https://ir.intevac.com/websites/intevac/English/1120/us-press-release.htmlairportNewsID=96aedea3-6a48-4a73-85a9-39540adaae87 https://ir.intevac.com/websites/intevac/English/1120/us-press-release.htmlairportNewsID=96aedea3-6a48-4a73-85a9-39540adaae87" [X Link](https://x.com/stonksamiam/status/1892411056443527562) 2025-02-20T03:08Z [----] followers, [---] engagements "$VICR another old fave I expected this year the reasonable scenarios would be a record year for revenues and profitability. Let me be categoric with respect to that. There is no NBM alternative that doesnt infringe Vicor patents. We have not played out all the patents but there is no viable alternative known to me. he company is focused on achieving its [----] "North Star" financial goals of $1 billion in revenues and 65% gross margins driven by Gen [--] VPD adoption and scaling operations in the new ChiP fab" [X Link](https://x.com/stonksamiam/status/1892950859027542192) 2025-02-21T14:53Z [----] followers, [---] engagements "$SMH $IWM have you been listening shhhhh" [X Link](https://x.com/stonksamiam/status/1895126739074064632) 2025-02-27T14:59Z [----] followers, [---] engagements "the equity market is run by crack dealers" [X Link](https://x.com/stonksamiam/status/1895132907095892433) 2025-02-27T15:24Z [----] followers, [---] engagements "$DMRC down 42% read last Q cc and enthusiasm for huge deal $WMT went so far as to discuss mid Q update read current call - not good example of one of the few times a call can lead you into the toilet Why board doesn't terminate following dismal results and call Good question. Went so far as to discuss retaining $GS and going private. Ok sure Always been an interesting company. Execution = where has it been over the past [--] years I have read the calls" [X Link](https://x.com/stonksamiam/status/1895199735881089359) 2025-02-27T19:50Z [----] followers, [---] engagements "There is no confirmation everywhere. $SMH $IWM etc. We are in a bear market. There will never be two planet earth/mars co existence. Never Narratives and stories raise money and build excitement. Enjoy your life - its pretty short and always be prepared the unexpected" [X Link](https://x.com/stonksamiam/status/1895844631629496373) 2025-03-01T14:32Z [----] followers, [---] engagements "$SOGP bid 439k shares.i believe that is greater than 10% is that legal" [X Link](https://x.com/stonksamiam/status/1896666363734942076) 2025-03-03T20:57Z [----] followers, [---] engagements "reminder post $QQQ [------] below = defense on the field" [X Link](https://x.com/stonksamiam/status/1897045448365629692) 2025-03-04T22:04Z [----] followers, [---] engagements "$CEG roundtrip nuclear colonoscopy [---] - [---] - [---] ditto $VST glad nuclear will be online in [----] or 2500" [X Link](https://x.com/stonksamiam/status/1897643707924697351) 2025-03-06T13:41Z [----] followers, [----] engagements "@BennMaldonado If Monday could take out Fridays low the dip buyers will finally have a reality check" [X Link](https://x.com/stonksamiam/status/1898374625052315946) 2025-03-08T14:05Z [----] followers, [----] engagements "congrats to the Monogram Technologies team announcing FDA 510K clearance. Remarkable technology https://www.monogramtechnologies.com/ https://www.monogramtechnologies.com/" [X Link](https://x.com/stonksamiam/status/1901668495714378115) 2025-03-17T16:14Z [----] followers, [---] engagements "Market designed for peak confusion.As mentioned last week look for a bounce when breaking a monthly pivot. Today $QQQ $SMH back above prior months low. If it holds it lots of shorts will be wiped yet again. If it gives it up BTFD is dead" [X Link](https://x.com/stonksamiam/status/1901705436090536359) 2025-03-17T18:41Z [----] followers, [---] engagements "$SMH [---] low wheel [--]. [---] on deck" [X Link](https://x.com/stonksamiam/status/1901705912425066994) 2025-03-17T18:43Z [----] followers, [---] engagements "100% win rate two months later Interesting key off of the monthly. I wonder what these stats look like with leadership index peaking months prior ala $SMH The S&P [---] just recorded its 2nd straight day with 90% advancing stocks after hitting a 6-month low. And um. https://t.co/JbAHCMxMfU The S&P [---] just recorded its 2nd straight day with 90% advancing stocks after hitting a 6-month low. And um. https://t.co/JbAHCMxMfU" [X Link](https://x.com/stonksamiam/status/1901863931557101904) 2025-03-18T05:11Z [----] followers, [---] engagements "@mcuban @howardlutnick Its like a Dallas Mavericks ticket. Those same people could never go to a game due to ticket pricing. Did you care about them" [X Link](https://x.com/stonksamiam/status/1903973024208240877) 2025-03-24T00:51Z [----] followers, [---] engagements "$GME @ryancohen You have a pristine balance sheet loads of intelligence and have historically been a builder. Why float debt to buy bitcoin Aren't there better uses of 5B cash on the balance sheet to create or be a holding company investing in start ups etc. confused here" [X Link](https://x.com/stonksamiam/status/1905344592498884829) 2025-03-27T19:42Z [----] followers, [---] engagements "Most of twitter is blaming Trump for the market decline. Sorry but if you have been following $SMH and market cycles the market peaked pre election and the news is now breaking with the cycles. Blame yourself for being lazy and not learning the wheel @CooperHitAndRun and other methods The market was never going to run forever without a decline" [X Link](https://x.com/stonksamiam/status/1907551633644687635) 2025-04-02T21:52Z [----] followers, [----] engagements "@MalibuInvest never have and never will would rather ride a horse and buggy" [X Link](https://x.com/stonksamiam/status/1907578040265367935) 2025-04-02T23:37Z [----] followers, [--] engagements "@SpecialSitsNews I worked at Burger King earning [----] per hour at age [--]. The options were work or camp and I decided to work I survived. At [--] I worked as well in a video store. Working is a good thing Less time for Tik Tok and social stupidity" [X Link](https://x.com/stonksamiam/status/1907647168506118197) 2025-04-03T04:11Z [----] followers, [---] engagements "alternate perspective The $SPY is literally ONLY in its second month down.and we are [--] days into it so yeah been up since [----] minus a [--] month blip in [----] and a [--] month in [----] if this is the real deal the unwind could last a loooong time" [X Link](https://x.com/stonksamiam/status/1907878270965788793) 2025-04-03T19:30Z [----] followers, [----] engagements "$DIS at [--] year lows. $BA same two all American brands torched by societal change sad" [X Link](https://x.com/stonksamiam/status/1909104548779888805) 2025-04-07T04:42Z [----] followers, [---] engagements "There was a [----] World Trade Organization Agreement to keep medicine affordable (finished versus active pharmaceutical ingredients). Trumps threat to tariff finished pharmaceuticals is a significant policy reversal. $LLY GLP-1 is manufactured in Ireland and would face a 25% tariff. Oh well fatties get to the gym and take ownership of your binge eating Exception = those with thyroid or legit medical issues Who else is a big loser Generic drugs which make up 90% of all prescriptions in the USA come from INDIA 26% tariff.the ultimate loser is me and you - the patient. The health care system and" [X Link](https://x.com/stonksamiam/status/1911048201274093904) 2025-04-12T13:26Z [----] followers, [---] engagements "$LVMUY telling the tale nothing is affordable" [X Link](https://x.com/stonksamiam/status/1911836503954915378) 2025-04-14T17:38Z [----] followers, [---] engagements "@MalibuInvest ya might want to revisit this tweet $UGL 50's to 140's since Moan would be quacking if long" [X Link](https://x.com/stonksamiam/status/1912667354347327689) 2025-04-17T00:40Z [----] followers, [--] engagements "I wonder if Trump has read the $AA conference call lol It takes many years to build a new smelter and at least five to six smelters would be required to address the U.S. demand for primary aluminum. These new smelters would require additional energy production equivalent to almost seven new nuclear reactors or more than [--] Hoover dams. Until additional smelting capacity is built in the U.S. the most efficient aluminum supply chain is Canadian aluminum going into the U.S" [X Link](https://x.com/stonksamiam/status/1912713442194039135) 2025-04-17T03:43Z [----] followers, [---] engagements "IF this is a bear market and it feels like it is $BX was single digits in the last one.ditto $LVS.its been a long time since anybody can remember what ugly looks like" [X Link](https://x.com/stonksamiam/status/1912917405875183993) 2025-04-17T17:13Z [----] followers, [---] engagements "@CooperHitAndRun $RGC $DGNX" [X Link](https://x.com/stonksamiam/status/1925208664245436484) 2025-05-21T15:14Z [----] followers, [---] engagements "Remember how often $PLUG was on CNBS during its ascent 20/30/40/50/60/70 Where is it now What makes $OKLO $NNE $SMR businesses versus tradable stonks Ditto $RGTI $QUBT and the next $NVDA π $IONQ" [X Link](https://x.com/stonksamiam/status/1925690449672523901) 2025-05-22T23:09Z [----] followers, [---] engagements "We all make political decisions based on something - taxes abortion etc. [----] for me was antisemitism and Israel. I remain dumbfounded by the percent of Jews who are "liberal" yet support the current democratic party who did zero literally zero to end antisemitsm on the college campus and its rampant global spread. I am socially liberal and fiscally conservative as hell. I am grateful to @realDonaldTrump for standing with @netanyahu and dismantlling terror in the ME region. I hope after Iran nuclear threat is destroyed to see Saudi join the Abraham Accords and Irans people to embrace the" [X Link](https://x.com/stonksamiam/status/1936123195687682326) 2025-06-20T18:05Z [----] followers, [---] engagements "A meteor could wipe out all of civilization except the stock exchanges and stonks would only go up" [X Link](https://x.com/stonksamiam/status/1937191406336115058) 2025-06-23T16:49Z [----] followers, [---] engagements "Whats wrong with American society that NYC would vote a known terror supporting jew hating socialist into office Something is really rotten in this country Seems like a more carcinogenic iteration of Obama" [X Link](https://x.com/stonksamiam/status/1937958581174948107) 2025-06-25T19:38Z [----] followers, [---] engagements "@CooperHitAndRun Microsoft story.the other side is $SMH is close to a massive breakout" [X Link](https://x.com/stonksamiam/status/1940456659048157433) 2025-07-02T17:04Z [----] followers, [---] engagements "@CooperHitAndRun And $SMH retested prior high and breakout pivot" [X Link](https://x.com/stonksamiam/status/1945530921156755505) 2025-07-16T17:08Z [----] followers, [--] engagements "@CooperHitAndRun they don't day trade and scalp. The market has rewarded BTFD despite the trump dump and many names are parabolic setting new ATH's daily/weekly. It will take a bear in time not price to change sentiment" [X Link](https://x.com/stonksamiam/status/1947740751741522433) 2025-07-22T19:29Z [----] followers, [---] engagements "@CooperHitAndRun $SMH broke out above [------] and rallied to 302.98.today it's testing [---] area" [X Link](https://x.com/stonksamiam/status/1962914010082447599) 2025-09-02T16:22Z [----] followers, [--] engagements "Housing prices will not decline because rates drop Housing price is out of control lower rates = lower mortgage rates at record home prices pushing prices higher and higher into the land of unaffordability. Rates should be 10%+" [X Link](https://x.com/stonksamiam/status/1965061010135699806) 2025-09-08T14:33Z [----] followers, [----] engagements "When is @Downtown Josh Brown going to do a cyrpto deal like Tom Lee and Dan Ives $BMNR $OCTO lol" [X Link](https://x.com/stonksamiam/status/1965100966229016834) 2025-09-08T17:12Z [----] followers, [---] engagements "FROM FREE PALESTINE AND DEATH TO JEWS TO SILENCING VOICE = if you kill you get killed and fast death penalty period it's time to reverse what is the norm. social media blurs truth and reality for many. death penalty The events of the last few days have made it incredibly clear that we need to change our tolerance for violent offenders. One strike and you are out. The events of the last few days have made it incredibly clear that we need to change our tolerance for violent offenders. One strike and you are out" [X Link](https://x.com/stonksamiam/status/1965890796256899478) 2025-09-10T21:31Z [----] followers, [---] engagements "@CooperHitAndRun how do you reconcile the chart i emailed to you showing that whenever the fed cuts within 2% of an all time high the market has been up 100% of the time the following year - ie [----] in this case" [X Link](https://x.com/stonksamiam/status/1967615886988341499) 2025-09-15T15:45Z [----] followers, [---] engagements "Among the [----] names that are likely worth a fraction of current valuations $OKLO highlights the $GME $AMC price is a video game mentality and if you are a "day" trader trying to be cute and make a buck you wind up broke" [X Link](https://x.com/stonksamiam/status/1969080861799710755) 2025-09-19T16:47Z [----] followers, [---] engagements "so exciting that people are in lines to buy a phone $AAPL" [X Link](https://x.com/stonksamiam/status/1969120499369116125) 2025-09-19T19:24Z [----] followers, [---] engagements "Yes OpenAI and CoreWeave have a significant business relationship centered on AI infrastructure and compute resources. CoreWeave a Nvidia-backed cloud provider specializing in GPU-heavy data centers has secured multiple multi-billion-dollar contracts with OpenAI to support its AI model training and deployment. As part of one deal OpenAI also took an equity stake in CoreWeave. Here's a summary of the key developments: does $CRWV go on $NVDA news with open AI -" [X Link](https://x.com/stonksamiam/status/1970157463052976495) 2025-09-22T16:05Z [----] followers, [---] engagements "$HOND https://www.sec.gov/Archives/edgar/data/2019804/000101376225002481/ea023535501ex99-2_hcm2.htm https://www.sec.gov/Archives/edgar/data/2019804/000101376225002481/ea023535501ex99-2_hcm2.htm" [X Link](https://x.com/stonksamiam/status/1970624036674904375) 2025-09-23T22:59Z [----] followers, [--] engagements "So $WOLF is going to cancel 155m shares to issue As previously disclosed in connection with the Plan the Company expects to effect a conversion from a North Carolina corporation to a Delaware corporation and in connection therewith a new certificate of incorporation is expected to become effective and the Company anticipates that it will adopt new bylaws. Also pursuant to the Plan on the effective date of the Plan (the Effective Date) all of the Companys outstanding common stock will be cancelled and new shares of common stock par value $0.00125 (the New Common Stock) will be issued. The" [X Link](https://x.com/stonksamiam/status/1972687602320105588) 2025-09-29T15:39Z [----] followers, [---] engagements "@DavidFBailey $NAKA has returned to the [----] pipe price with 457++ million shares out. Time to reverse it 1/20 and interest down should return Reminded me of $GREE and it's performed as expected" [X Link](https://x.com/stonksamiam/status/1972807858699067667) 2025-09-29T23:37Z [----] followers, [---] engagements "$FLNC Energy $GOOGL announced their collaboration with Google for the supply and optimisation of a zero-emission energy backup system at a hyperscale data centre in Saint-Ghislain. Marc Oman Senior Lead of Data Centre Energy and Infrastructure at Google: Google is pleased to drive technology innovation at the intersection of the data centre and energy industries particularly when our innovations catalyse benefits beyond our own operations. The zero-emission backup power system provided by Fluence at our St. Ghislain facility is an important step forward in reaching our carbon-free energy" [X Link](https://x.com/stonksamiam/status/1973733120760549826) 2025-10-02T12:53Z [----] followers, [---] engagements "$FLNC In addition to competitive costs we've also seen an expanding addressable market for BESS. One of the most transformative trends we've seen in the energy landscape is the rapid growth of data center demand driven by AI and machine learning workloads. These workloads are not only energy intensive. They are also highly variable. Training large AI models or processing inference tasks can lead to solid spikes in power consumption placing immense strains on the grid and creating localized reliability challenges. This is where battery energy storage can play a critical and unique role that" [X Link](https://x.com/stonksamiam/status/1974132663914238372) 2025-10-03T15:21Z [----] followers, [---] engagements "$FCEL Additionally in the second quarter we executed an MOU with Inuverse a developer of next-generation AI specialized hyperscale data centers to explore opportunities to deploy up to [---] megawatts of fuel cell-based power starting in [----] at the AI Daegu Data Center which Inuverse hopes to develop into Korea's largest data center. I will speak in more detail about our Korean opportunities on a later slide" [X Link](https://x.com/stonksamiam/status/1974133360252629147) 2025-10-03T15:24Z [----] followers, [---] engagements "$FLNC Google is using a 2.75MW battery system from Fluence to replace some diesel capacity at its St. Ghislain Belgium data center reducing emissions and supporting the local electricity grid. The battery will be connected to the grid by Centrica and will use Centrica's FlexPond software to store and discharge energy so it can support the data center during power cuts and blackouts and also provide energy to the grid on a short term basis to improve grid stability. they ain't virgins here" [X Link](https://x.com/stonksamiam/status/1974133689841037402) 2025-10-03T15:25Z [----] followers, [---] engagements "$CRML Critical Metals Corp currently has a 42% equity interest in Tanbreez. Critical Metals Corp plans to invest $10 million in exploration expense in Tanbreez by the end of [----]. Once the investment is completed the Company will have the option to acquire an additional 50.5% equity interest which would bring Critical Metal Corps aggregate ownership in Tanbreez to 92.5% at such time by issuing additional ordinary shares to Tanbreezs current majority owner having a value equal to $116 million at such time. the AH move added 600m or 5x the price the current owner is willing to sell 50%. The art" [X Link](https://x.com/stonksamiam/status/1975035125286236414) 2025-10-06T03:07Z [----] followers, [---] engagements "the market is giving opportunities for the worst of the worst shitco's to raise literally billions of dollars. wont list symbols but massive deals have already been priced. i would shut down the companies and look for real targets in a holding company. unreal" [X Link](https://x.com/stonksamiam/status/1975261879187742913) 2025-10-06T18:08Z [----] followers, [---] engagements "Well wifey bought $RGTI at the top.how cute" [X Link](https://x.com/stonksamiam/status/1976739245424517192) 2025-10-10T19:58Z [----] followers, [---] engagements "PEACE THRU STRENGTH @realDonaldTrump https://www.youtube.com/live/WfnPTXEXnyU https://www.youtube.com/live/WfnPTXEXnyU" [X Link](https://x.com/stonksamiam/status/1977715151215223230) 2025-10-13T12:36Z [----] followers, [---] engagements "@Cee_Lee_Bee Shares trade .4x EV/S compared to the comp group at 1.5X. 71% market cap is cash. SigBeat is not baked in with 4g/5G modules and AI powered solutions forthcoming" [X Link](https://x.com/stonksamiam/status/1977766298710163741) 2025-10-13T16:00Z [----] followers, [--] engagements "$NB $TMQ $LAC $NAMM $ELVA $TMC $LITM $ABAT $POET $ASPI $LTBR $UAMY $ELBM $METC $CRML $USAR $MP $REMX $NVA portfolio of champions" [X Link](https://x.com/stonksamiam/status/1977779951245160778) 2025-10-13T16:54Z [----] followers, [---] engagements "If you follow people gaming a top and a crash 24/7 you will never build wealth. The laws of math are simple. If the market declines to zero you make 100%. Unlikely event Stocks ramp 100s to 1000s of percents over time. Despite crashes [----] [----] [----] etc. the SP has appreciated from dollars to near [----] Yes its speculative now. I coined the phrase price is a video game a few years ago noticing the new generation buys price and doesnt research valuation etc. bi also said the dumbest people are making the most money. Be positive thats the bottom line" [X Link](https://x.com/stonksamiam/status/1978149964103774643) 2025-10-14T17:24Z [----] followers, [---] engagements "$KRE down 7% in the first inning of this bull marketπ" [X Link](https://x.com/stonksamiam/status/1978908185449955471) 2025-10-16T19:37Z [----] followers, [---] engagements "Where are all of the geniuses pumping shorts or short ETFs Everybody is brilliant as stocks ramp daily. Most now down 20/35% in a few days" [X Link](https://x.com/stonksamiam/status/1978927008361894179) 2025-10-16T20:52Z [----] followers, [---] engagements "$PCTY had a great report and has a nice chart. Wondering if cloud payroll could be a monster over [--] years" [X Link](https://x.com/stonksamiam/status/500367707124924416) 2014-08-15T19:45Z [----] followers, [--] engagements "$UAL looks poised to take off" [X Link](https://x.com/stonksamiam/status/834472435361538048) 2017-02-22T18:38Z [----] followers, [--] engagements "since its a technical market (mindless) $EW witha bull flag.$DGX going" [X Link](https://x.com/stonksamiam/status/859116073756508160) 2017-05-01T18:43Z [----] followers, [--] engagements "$baba $nvda $twtr Nailed the lows" [X Link](https://x.com/stonksamiam/status/874276592851140612) 2017-06-12T14:45Z [----] followers, [--] engagements "$EL doesn't trade at 10x revenue.could be a [---] bagger from here right ABout to go" [X Link](https://x.com/stonksamiam/status/888469904671756288) 2017-07-21T18:45Z [----] followers, [--] engagements "fast rotation into retail.$DDS $RL $SIG" [X Link](https://x.com/stonksamiam/status/889874730555105285) 2017-07-25T15:47Z [----] followers, [--] engagements "$dis market cap silly compared to all of the hype shit. somebody should buy them" [X Link](https://x.com/stonksamiam/status/905862904498581504) 2017-09-07T18:38Z [----] followers, [--] engagements "$GS up huge from my post last week" [X Link](https://x.com/stonksamiam/status/914919203013922816) 2017-10-02T18:25Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@stonksamiam StockCrusherStockCrusher posts on X about $inv, $smh, $nvda, inv the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 46.39% cryptocurrencies 25.9% finance 21.69% technology brands 13.25% countries 7.83% currencies 1.2% social networks 1.2% automotive brands 0.6% celebrities 0.6% nba 0.6%
Social topic influence $inv #5, $smh 7.23%, $nvda #2737, inv #13, $jci #10, nvda 3.01%, $arry 3.01%, $eqix #17, stocks 3.01%, $vrt #146
Top accounts mentioned or mentioned by @atlasshrug1 @malibuinvest @cooperhitandrun @accelsiusatx @realdonaldtrump @joceyreyes209 @spacex @vladtenev @pludacris @braden_tewinkel @bullstkpicks @ericjackson @mikealfred @xtimes1 @jmresearch1 @weareinnventure @bradentewinkel @epictrades1 @elonmusk @malibooooom
Top assets mentioned Inverse Finance (INV) Spacemesh (SMH) NVIDIA Corp. (NVDA) Johnson Controls International, PLC. (JCI) Array Technologies, Inc. (ARRY) Equinix Inc (EQIX) Vertiv Holdings Co (VRT) Rigetti Computing, Inc. Common Stock (RGTI) Oklo Inc. (OKLO) Nextracker Inc. (NXT) Alphabet Inc Class A (GOOGL) NuScale Power Corporation (SMR) Fluence Energy, Inc. (FLNC) Schlumberger NV (SLB) Opendoor Technologies Inc Common Stock (OPEN) Advanced Micro Devices (AMD) Texas Instruments (TXN) Four (FORM) QUALCOMM, Inc. (QCOM) United Airlines Holdings, Inc. (UAL) Alaska Air Group, Inc. (ALK) Modine Manufacturing Co (MOD) Microsoft Corp. (MSFT) CoreWeave, Inc (CRWV) Charles Schwab Corporation (SCHW) Quantum Computing Inc. (QUBT) IonQ, Inc. (IONQ) Taiwan Semiconductor (TSM) SuperWalk (GRND) Alibaba Group (BABA) SolarEdge Technologies, Inc. (SEDG) Match Group Inc (MTCH) Bitcoin (BTC) GammaSwap (GS) GameStop, Corp. (GME) DisChain (DIS) Critical Metals Corp. Ordinary Shares (CRML) Mobileye Global Inc. (MBLY) retard to retired (R/R) Arm Holdings plc (ARM) Intel Corporation (INTC) Qorvo Inc (QRVO) Riot Platforms, Inc. (RIOT) TeraWulf Inc. (WULF) Delta Air Lines, Inc. (DAL) Southwest Airlines Co (LUV) Velo (VELO)
Top posts by engagements in the last [--] hours
"$VRT blowout all of the cooling technologies blowout $INV orders en route and stock re-rate coming"
X Link 2026-02-11T13:08Z [----] followers, [---] engagements
"$INV As of January [----] Legrand has a market cap of $38.52 Billion USD. This makes Legrand the world's 623th most valuable company according to our data. just bought 30m of Accelsisus and $INV maintains near 50% = wow $JCI bought additonal 10m they are coming to play here the big boys https://twitter.com/i/web/status/2010723096043426281 https://twitter.com/i/web/status/2010723096043426281"
X Link 2026-01-12T14:38Z [----] followers, [----] engagements
"@Bullstkpicks @joceyreyes209 no but the data points continue to align.Johnson Controls and Legrand aren't playing for a few [--] million dollar deals. $INV @AccelsiusATX have been talking two phase for over [--] months and only recently post $NVDA roadmpa are people saying huh what duh"
X Link 2026-01-12T15:35Z [----] followers, [---] engagements
"$MBLY is in the zone where over time the returns should be solid. MBLY remains a leader in ADAS and recently acquired Mentee Robotics"
X Link 2026-01-20T23:39Z [----] followers, [---] engagements
"$INV weak hands pushing price down. thesis same. Patiently awaiting news $JCI and LeGrand"
X Link 2026-01-21T15:18Z [----] followers, [---] engagements
"$ARRY and $FCEL still trying to break and not give it up"
X Link 2026-01-22T15:57Z [----] followers, [---] engagements
"$SLB who knew we're excited about the strong progress in our Data Center Solutions business since its launch less than [--] years ago. This year we plan to expand our range of offering our customer base and the geographies we serve paving the way for future growth. The opportunity is growing faster than anticipated and we expect to exit the year at a quarterly revenue run rate of $1 billion per year. https://twitter.com/i/web/status/2015228515713704383 https://twitter.com/i/web/status/2015228515713704383"
X Link 2026-01-25T01:01Z [----] followers, [---] engagements
"$SLB = Venezuela SLB is the only international service company actively operating in Venezuela today as we are delivering a diverse set of services for an IOC under their license"
X Link 2026-01-25T01:03Z [----] followers, [---] engagements
"$ARRY new highs as well"
X Link 2026-01-27T17:30Z [----] followers, [---] engagements
"@AtlasShrug1 traders market - herds find liquidity. $RR today $OPEN yesterday etc. RR invests 500k a quarter in RD. you think they are revolutionary"
X Link 2026-01-27T20:40Z [----] followers, [---] engagements
"$NXT pushing $ARRY"
X Link 2026-01-27T21:07Z [----] followers, [---] engagements
"Well more servers = more cooling like two phase maybe @AccelsiusATX Hello anybody home $INV owns nearly 50% and $JCI and LeGrande just purchased 65m at [---] mil valuation @joceyreyes209 CPUs are back baby. (They never left). Server consolidation and even inference are driving even more demand for datacenter CPUs. Everybodys in on the action. $NVDA $ARM $INTC $AMD CPUs are back baby. (They never left). Server consolidation and even inference are driving even more demand for datacenter CPUs. Everybodys in on the action. $NVDA $ARM $INTC $AMD"
X Link 2026-01-27T23:52Z [----] followers, [----] engagements
"$INV write up I wont pay anybody for Substack as Ive posted many bangers but Ill pass along Full article here: https://t.co/Y8tZ4Yq7cI Remember free subscribers can unlock [--] free article Full article here: https://t.co/Y8tZ4Yq7cI Remember free subscribers can unlock [--] free article"
X Link 2026-01-28T03:56Z [----] followers, [----] engagements
"$TXN We have seen a typical fourth quarter revenue came in as expected. But if you look at the year-on-year results we are seeing recovery continuing in industrial. It grew close to 20%. I think it was 18% year-over-year. And remember that on the industrial market we still have a lot of room to go when you think about the previous peak. So if you will the compare is still easy for industrial to continue to recover. The other market that I will highlight is the continued strength in data center. We are seeing this market now becoming a little bit more substantial as a percentage of our"
X Link 2026-01-28T05:05Z [----] followers, [---] engagements
"$QRVO We supply a diverse portfolio of high-performance discretes tuners ETP mix and integrated modules to our largest customer not all of which have been awarded on the upcoming platforms. However this time for the upcoming fiscal year we expect revenue at our largest customer to be approximately flat. https://twitter.com/i/web/status/2016384382299513222 https://twitter.com/i/web/status/2016384382299513222"
X Link 2026-01-28T05:34Z [----] followers, [---] engagements
"$WTO raise money at pennies a few days ago and now issue a 50m "intent" agreement. I personally intend to win the powerball one day On January [--] [----] UTime Limited (the Company) entered into a share purchase agreement (the Purchase Agreement) with certain investors (the Investors) in the form attached to this Report on Form 6-K as Exhibit [----]. Pursuant to the Purchase Agreement the Company agreed to issue an aggregate of [-------] class A ordinary shares par value $0.1 per share (the Shares) at a purchase price of $0.20 per Share to the Investors for an aggregate purchase price of $910000"
X Link 2026-02-03T20:50Z [----] followers, [---] engagements
"technically $SMH retested its prior swing high [------]. if that goes and stays down forget about it. [--] point bounce so far"
X Link 2026-02-04T19:48Z [----] followers, [---] engagements
"@AtlasShrug1 I don't. @AccelsiusATX is quiet and expectations post investment are for large deployments. the market for micros is shit and the shareholder base picks pennies in front of steam rollers"
X Link 2026-02-04T19:49Z [----] followers, [--] engagements
"$FORM I mean HBM5 is a couple of years away from volume production but you need to be ready with some complex R&D and capacity to deliver that complex R&D in volume to meet these ramps. I think same kind of dimensions that we've seen in the transition from HBM3 to [--] to [--] driving the inflections increased layer heights which are driving increased test intensity one of them. HBM4 gets to [--] high. We'll see whether HBM5 continues to climb. But sort of -- and you're well aware of this I think the coupling with new packaging and stacking techniques like hybrid bonding are certainly a potential for"
X Link 2026-02-05T04:13Z [----] followers, [---] engagements
"$QCOM In the coming quarters the handset industry will be constrained by the availability and pricing of memory particularly DRAM"
X Link 2026-02-05T05:20Z [----] followers, [---] engagements
"@ericjackson Since you like $OPEN so much and @MalibuInvest loves it too y'all can now like it twice as much via $OPEG"
X Link 2026-02-05T23:18Z [----] followers, [---] engagements
"the fear bullshit as usual [--]. Quantum Hacking: The "Q-Day" Countdown The fear here is based on a real mathematical proof called Shors Algorithm. If you have a powerful enough quantum computer you can reverse-engineer a "private key" (your secret password) from a "public key" (your address). The Reality: Current quantum computers are still in their "noisy" infancy. They don't have enough stable qubits to crack Bitcoins encryption. Most experts believe a computer powerful enough to do this is still [--] to [--] years away. The Vulnerability: About 25% of all Bitcoin (including Satoshis original"
X Link 2026-02-06T00:28Z [----] followers, [---] engagements
"@mikealfred anything is possible but $RIOT is lower than $AMD announcement - ditto $WULF The easy trade is often the wrong trade"
X Link 2026-02-06T19:05Z [----] followers, [---] engagements
"talked about a few times and they can be miserable and difficult but airlines are flying again $LUV $DAL $UAL $ALK ticket prices are sky high - highest I have ever seen capacity remains favorable and all are acting very good this market is very good at rotation to keep the dream alive https://twitter.com/i/web/status/2019870441360572852 https://twitter.com/i/web/status/2019870441360572852"
X Link 2026-02-06T20:26Z [----] followers, [---] engagements
"Legrand is a manufacturing powerhouse. They own a fleet of specialized brands that dominate specific parts of the data center "white space" (where the servers live) and "grey space" (where the power comes in). Legrand has recently shifted heavily into high-density infrastructure. Because AI chips (like those from NVIDIA) run much hotter and thirstier than traditional servers Legrand sells the liquid cooling and high-amperage power delivery systems that traditional office-grade equipment just can't handle Legrand already sells the racks and the power strips (PDUs). By investing in Accelsius"
X Link 2026-02-09T04:00Z [----] followers, [---] engagements
"@x_times_1 from gemini and posted another story earlier $EQIX"
X Link 2026-02-09T15:39Z [----] followers, [---] engagements
"@JM_research1 @SpaceX the privilege would have been to IPO at 100B 200B etc. Life on the moon and mars is never happening but its a great vision - fantasy always beats reality"
X Link 2026-02-09T16:38Z [----] followers, [--] engagements
"woah havent looked at $CCCX in a minute.hammered with Quantum. Let's hope it sees [--] or [--] and consolidatess like $RGTI for the next phase. just kidding.lots of smart people talking the name"
X Link 2026-02-09T17:19Z [----] followers, [---] engagements
"nice $VELO news this am additive manufacturing vendor for us army ground vehicles"
X Link 2026-02-10T14:15Z [----] followers, [---] engagements
"Would be epic to see a SPAC announcement as a Super Bowl ad π€π€π€"
X Link 2021-02-07T15:18Z [----] followers, [--] engagements
"There is a piece of me that wants the SPAC market to crash further because of questions like. Should I buy $IPOF Who knows - what's Chamath gonna buy Is the valuation good the bubble is OVER for now. Wake up already. If you buy a SPAC at a premium the risk is 10"
X Link 2021-03-05T18:59Z [----] followers, [--] engagements
"Show us the orders @AccelsiusATX @weareinnventure $INV https://accelsius.com/the-hidden-costs-of-single-phase/utm_campaign=128937679-Newsletters&utm_medium=email&_hsenc=p2ANqtz-8JyWYw-fFpYD7WaztiBOV6HgSrgx7Y42sBlepb2S7h3JP19M2_ujN8HtJQIPpLb39bnrpo3rLkFRh8JevrEPH_VeBAnA&_hsmi=23025764&utm_content=23013290&utm_source=hs_email https://accelsius.com/the-hidden-costs-of-single-phase/utm_campaign=128937679-Newsletters&utm_medium=email&_hsenc=p2ANqtz-8JyWYw-fFpYD7WaztiBOV6HgSrgx7Y42sBlepb2S7h3JP19M2_ujN8HtJQIPpLb39bnrpo3rLkFRh8JevrEPH_VeBAnA&_hsmi=23025764&utm_content=23013290&utm_source=hs_email"
X Link 2026-02-12T19:50Z [----] followers, [---] engagements
"Dont worry. Pullbacks from 4T caps provide the energy for the move to 8T. If we have data centers in space and live on Mars who cares about earth. fuck it"
X Link 2026-02-03T19:50Z [----] followers, [---] engagements
"$EQIX $INV https://enkiai.com/data-center/equinix-liquid-cooling-ai-data-center-revolution-in-2025 https://enkiai.com/data-center/equinix-liquid-cooling-ai-data-center-revolution-in-2025"
X Link 2026-02-09T15:07Z [----] followers, [---] engagements
"$VRT David Cote The AI-driven infrastructure build-out is accelerating and data centers are at the center of it all. We're still in the early innings of this secular growth trend"
X Link 2026-02-12T05:26Z [----] followers, [---] engagements
"$INV Recent analysis from Jacobs Engineering $JCI reveals that 2P D2Cs superior thermal performance required only [--] fan high temperature chillers in a 10MW data center (vs. [--] fan chillers required for 1P D2C). Because heat rejection counts for the extreme majority of energy consumption in a liquid-cooled facility any reduction in chiller infrastructure largely contributes to massive energy savings over time https://twitter.com/i/web/status/2022134255892279595 https://twitter.com/i/web/status/2022134255892279595"
X Link 2026-02-13T02:22Z [----] followers, [----] engagements
"$EQIX up 10% AH partners with $INV $INV down in the face of the entire sector flying sometimes markets are wacked https://ir.innventure.com/news-releases/news-release-details/accelsius-brings-neucooltm-equinixs-co-innovation-facility https://ir.innventure.com/news-releases/news-release-details/accelsius-brings-neucooltm-equinixs-co-innovation-facility"
X Link 2026-02-11T21:30Z [----] followers, [---] engagements
"@braden_tewinkel The market is moving quickly and alternate solutions to air are required. They will get orders and the stock will re rate or they will get a buyout offer and management will make a decision. If they exit at 75/100m run rate its worth 1.5B or [--] bucks an $INV share"
X Link 2026-02-11T22:36Z [----] followers, [---] engagements
"I said in [----] I would never see valuations and insanity again in my lifetime. I was wrong but it took [--] years. I dont think I will ever live to see a 4T company - we can write research to justify stupidity. Without the Fed stocks are worthless - we own nothing"
X Link 2022-01-22T01:54Z [----] followers, [--] engagements
"$INV $EQIX Equinix has shifted its language from "testing" to "proving." They now use the Accelsius deployment as a live demonstration for global customers to show that two-phase liquid cooling is a "diverse and mature toolkit" ready for the NVIDIA Blackwell era. Equinix now groups Accelsius with a select tier of "validated partners" (alongside Flex JetCool and Dell) that have successfully moved from pilot phase to "market-ready" status. In industry discussions surrounding Equinixs IDC MarketScape Leadership (December 2025) Accelsius's NeuCool system was cited as a core component of the"
X Link 2026-02-09T04:04Z [----] followers, [----] engagements
"$INV - LeGrand The partnership with Accelsius marks a significant expansion of Legrands data center capabilities into cutting-edge direct-to-chip two-phase liquid cooling. Through this strategic relationship Legrand and Accelsius will collaborate on JOINT DEVELOPMENT initiatives across the white space including the INTEGRATION of liquid cooling into rack infrastructure. As AI accelerates rack densities data center operators are rapidly adopting liquid cooling architecture to maintain performance reliability and energy efficiency. Accelsius two-phase cooling technology is designed to remove"
X Link 2026-02-13T02:44Z [----] followers, [---] engagements
"$GDS and $VNET are china data center names that have caught bids"
X Link 2026-01-14T17:51Z [----] followers, [----] engagements
"Money rotates $MOO $ADM $BG nice charts"
X Link 2026-01-20T18:18Z [----] followers, [---] engagements
"$ALK In the end we've delivered a better cost result and benefited from slightly lower fuel in December than anticipated. Given our conviction in Alaska Accelerate and our ability to generate $10 of earnings per share by [----] we executed $570 million of share repurchases when our stock price was below its long-term potential. This puts us more than halfway through the $1 billion buyback authorization we unveiled at the end of [----]. https://twitter.com/i/web/status/2015220959041683796 https://twitter.com/i/web/status/2015220959041683796"
X Link 2026-01-25T00:31Z [----] followers, [---] engagements
"To understand why you need to look at the history of fed currencies like the dollar in hard currencies like gold. The way I see it we're currently facing a plastic currency devaluation similar to what we saw in the 1970s or in the 1930s. In both of those cases fiat currencies around the world all went down together and also went down in relationship to hard currencies like gold. https://twitter.com/i/web/status/2015641575431479539 https://twitter.com/i/web/status/2015641575431479539"
X Link 2026-01-26T04:22Z [----] followers, [---] engagements
"$MOD One thing is clear - investment in data center is not slowing and is in fact accelerating. We see our market opportunities continue to grow as we continue to invest in both capacity and product development to cement our position as a technology leader in the market. We previously shared our target of delivering over $1 billion in data center sales this year and we remain on track to deliver on that goal. We have also shared that our current capacity expansion will allow us to reach $2 billion in data center sales by fiscal [----]. And I'm happy to report that we remain confident in this"
X Link 2026-02-06T18:35Z [----] followers, [---] engagements
"Why are people so excited for a @SpaceX IPO If rumblings about a 1.5T first trade are accurate is the risk/reward favorable Personally I dont get it. I find VCs waiting to IPO portfolio companys at near trillion dollar caps versus $MSFT $GOOGL etc entering the markets with upside for all a disgrace. https://twitter.com/i/web/status/2020509269456793760 https://twitter.com/i/web/status/2020509269456793760"
X Link 2026-02-08T14:45Z [----] followers, [---] engagements
"$GLW $LITE $COHR just on fire $ORCL $MSFT $IGV bouncing hard $CRWV $NBIS $IREN $CIFR data center spend is huge"
X Link 2026-02-09T15:21Z [----] followers, [---] engagements
"you cant build a datacenter without cooling $VRT $JCI $ETN $MOD $INV when @AccelsiusATX talks backlog conversion to order backlog does its valuation tick north to 1B or 500m to $INV If I were management I would be seeking $NVDA as an investor in the next round"
X Link 2026-02-09T17:15Z [----] followers, [---] engagements
"Nice to see $PLBY acting well and moving up. For those of you who don't live on your right hand Valentines Day ahead The new Victoria Secret @MalibuInvest moan https://us.honeybirdette.com/country=US https://us.honeybirdette.com/country=US"
X Link 2026-02-09T18:17Z [----] followers, [----] engagements
"$SCHW not liking this #AI AI #AI AI https://altruist.com/ https://altruist.com/"
X Link 2026-02-10T18:32Z [----] followers, [---] engagements
"Trump likes $XHB Here is a turbo charged ETF $NAIL D R Horton 14.69% Pultegroup 8.51% Lennar Corporation Cls 8.26% NVR 7.71% Sherwin Williams 4.72% Home Depot 4.66% Lowe's Cos Inc 4.66% Toll Brothers 4.65% Topbuild Corporation 4.36% Lennox International 3.28%"
X Link 2026-02-10T18:39Z [----] followers, [---] engagements
"$GTM 1.3B debt and 175m cash is cash flow positive BUT board votes for 1B buyback or 50% of the outstanding Have they looked at the stock chart Debt should be paid to respectable level before buybacks. interesting but an avoid for me for now"
X Link 2026-02-10T19:12Z [----] followers, [---] engagements
"@vladtenev I read your conference call and you talk about active traders. Check out This is one of several direct platforms that legacy firms like Schwab Etrade Fidelity and even Interactive don't offer. These firms platforms are clunky and out of touch with the generation. ClearStreet IPO's this week $CLRS and will introduce what should be a kick ass platform by mid year. Competition is fierce and moving firms isn't complicated. Introduce a solid desktop product that incorporates the features of das. Legacy CyberTrader was amazing before Schwab destroyed it. Congrats on explosive growth"
X Link 2026-02-11T04:43Z [----] followers, [---] engagements
"@pludacris Lo though from sundry forges sprang their frames And diverse masters stamped their sigils proud Yet drink they from one well of mortal need Twinned in design by kindred craft and aim Rivals in name but brethren born of trade"
X Link 2026-02-11T15:57Z [----] followers, [--] engagements
"@MalibuInvest @epictrades1 it $HTZ so bad"
X Link 2026-02-11T17:40Z [----] followers, [---] engagements
"$GNRC whoa data center demand trumps earnings miss generators"
X Link 2026-02-11T18:42Z [----] followers, [---] engagements
"$MWH IPO today perfect spot for datacenter construction BESS Solar etc"
X Link 2026-02-11T18:43Z [----] followers, [---] engagements
"memory is just a big wow $MU $SNDK all you need is one life changing"
X Link 2026-02-11T19:50Z [----] followers, [---] engagements
"$CGNX machine vision flying"
X Link 2026-02-11T21:30Z [----] followers, [---] engagements
"$VNET been flying ditto $GDS $GDS and $VNET are china data center names that have caught bids $GDS and $VNET are china data center names that have caught bids"
X Link 2026-02-11T21:35Z [----] followers, [---] engagements
"IF $HOOD @vladtenev were to capture the grey hair and de-risk average account size $SCHW and the legacy names would be in real trouble. There is no reason for a RIA when you can robo an ETF portfolio and/or automated technical entry exits"
X Link 2026-02-11T21:38Z [----] followers, [---] engagements
"$EQIX UP over 100"
X Link 2026-02-11T22:02Z [----] followers, [---] engagements
"$VRT - Ive been around a long time - not sure I have ever seen a book to bill at [---] Organically fourth quarter orders were up 252% year-over-year and up 117% sequentially. Very strong all regions all markets. Trailing 12-month organic orders growth was 81% and would be even higher if we included our recent acquisitions. Our book-to-bill ratio was 2.9x. Our backlog stands at $15 billion more than double last year's. Q4 organic net sales were up 19% primarily driven by remarkable strength in the Americas which grew 46% organically. APAC was down 9% and EMEA down 14%. Q4 adjusted operating"
X Link 2026-02-12T05:28Z [----] followers, [---] engagements
"$IRDM versus @elonmusk It looks like a problem that can be solved in space and solar powers and power in general of data centers is a big issue. There's massive technical challenges to overcome data centers are complicated areas very difficult to protect assets in space. It looks like to me I'm maybe been. I haven't been in the space industry forever but I've been in long enough to understand that that's a really long-term opportunity at best and I wonder if all the discussion isn't for other reasons than maybe just solving an immediate problem because that is years away from being able to be"
X Link 2026-02-12T19:30Z [----] followers, [---] engagements
"$RIVN In the fourth quarter of [----] the R1S was the best-selling premium electric vehicle priced above $70000 in California New York New Jersey Oregon Virginia and Washington D.C. And it was the best-selling SUV EV or non-EV over $70000 in the state of California. Now I'm excited that we are months away from starting customer deliveries of R2 our first mass market vehicle. One of the things that's often overlooked around EVs is that there is a surprising lack of high-quality choices at prices around or below $50000 for a new vehicle in the United States there are only a few compelling EV"
X Link 2026-02-13T14:18Z [----] followers, [---] engagements
"@Malibooooom Big given $SMH"
X Link 2025-01-15T19:56Z [----] followers, [--] engagements
"DJ Quantum Computing Further Out In The 'AI Decade' John Chambers Says -- IBD - Dow Jones Newswires [--] Jan [----] 05:01:09 AM $IONQ $RGTI $QBTS $QUBT $AMPG Open in LSEG Workspace By Benjamin Pimentel Former Cisco CEO John Chambers has lived through the biggest technology trends over the past [--] years from the World Wide Web to cloud computing to artificial intelligence. Another trend quantum computing was in the spotlight when Chambers now a Silicon Valley venture capital investor and chair of JC2 Ventures shared his insights into the state of the tech industry with Investor's Business Daily."
X Link 2025-01-16T13:21Z [----] followers, [---] engagements
"$SMH range bound since October 240-260 with a few fake moves above and below rats $TSM big number - who didn't know it $ASML big recipient cap ex"
X Link 2025-01-16T13:43Z [----] followers, [---] engagements
"$EL has been totally killed $ODD $ELF"
X Link 2025-01-16T17:01Z [----] followers, [---] engagements
"$ANGO close to continuation breakout.posted 6's believing it was a buyout target but they have executed and boom"
X Link 2025-01-16T20:17Z [----] followers, [---] engagements
"$NVDA down on $TSM blowout number somewhat of a yellow flag"
X Link 2025-01-16T20:44Z [----] followers, [---] engagements
"Nuclear wild rides $VST $OKLO $CEG $NNE $SMR and on and on"
X Link 2025-01-23T15:53Z [----] followers, [---] engagements
"$CHSN today's chinese casualty how many of these low float ipos run em and kill them $DXST $DGNX $SKBL $MCTR yesterday/today"
X Link 2025-01-23T17:01Z [----] followers, [---] engagements
"$RNAZ supposedly has [------] shares.buy 3500+ and you file 13D. be careful"
X Link 2025-01-23T20:13Z [----] followers, [---] engagements
"interesting flavor of the day comment from CEO letter $NEUP fat shelf out so can drop deal Our long-standing strategic partnership with MSD (known as Merck & Co. Inc. Rahway NJ USA in the U.S. and Canada) on the development of [--] receptor PAMs targeting cognitive dysfunction associated with Alzheimers disease and other central nervous system conditions valued US $500M is quickly advancing and is anticipated to enter Phase [--] in the near future triggering a sizable milestone payment for the Company. Along with you we believe Bionomics has significant unrealized value that is not yet reflected in"
X Link 2025-01-24T16:19Z [----] followers, [----] engagements
"$GRND called warrants and yet another new all time high not everybody wants to be a bee keeper urban dictionary = The act of juggling multiple relationships with multiple females or "honeys" without them finding out about each other"
X Link 2025-01-24T16:27Z [----] followers, [---] engagements
"$TXN been awful for how many quarters yet stock hovering highs and lots of fake moves untiltoday reality setting in. big china rotation see it $BABA $JD $BIDU $PDD $YUMC $FXI $TCOM $YY $FUTU $TIGR $GDS"
X Link 2025-01-24T17:44Z [----] followers, [---] engagements
"$VNET double $VNET $GDS Data center China - growth regardless of tariffs and bs $VNET $GDS Data center China - growth regardless of tariffs and bs"
X Link 2025-01-26T13:55Z [----] followers, [---] engagements
"$NEE Nuclear continues to be a much longer term option in our opinion due to first of a kind risks and uncertainty with near-term opportunities centered on recommissioning and upgrade projects. Nuclear plants across the country are already serving existing demand and there are only a few nuclear plants that could be recommissioned in the near-term in an economic way. We are continuing to make progress in evaluating the recommissioning of our Duane Arnold nuclear plant in Iowa. Recently we filed notice with the Nuclear Regulatory Commission to request a licensing change an important first step"
X Link 2025-01-27T04:10Z [----] followers, [---] engagements
"$NEE comment on SMR = ouch $OKLO $NNE $SMR As you think about next decade and my comments around next decade those are really more around the small module reactors which are still a first of a kind technology have some uncertainty in terms of developing and permitting and the ability of them to be able to be delivered to market on-time and on-schedule. And so as we think about small module reactors and we have a team internally at NextEra Energy that is focusing on nothing but small modular reactors. We'd love to be able to develop them. But as we get into them there are some practical"
X Link 2025-01-27T05:52Z [----] followers, [----] engagements
"Great work here The sell side just learned about DeepSeek* yesterday and continues to be completely oblivious to its threat to the Mag7 in particular and the S&P [---] writ large. We are still early and you're ahead of the curve. It's not priced in at all. https://t.co/7Kxu4Uwbgb The sell side just learned about DeepSeek* yesterday and continues to be completely oblivious to its threat to the Mag7 in particular and the S&P [---] writ large. We are still early and you're ahead of the curve. It's not priced in at all. https://t.co/7Kxu4Uwbgb"
X Link 2025-01-27T16:20Z [----] followers, [---] engagements
"$NXT I will now share our perspectives about the market and industry outlook. Solar continues to perform as the fastest-growing power generation being added to most major grids around the world. According to Wood Mackenzie in the U.S. in the third quarter of [----] solar accounted for 64% of all new electricity generating capacity added to the grid. And last year the U.S. added approximately [--] gigawatts of solar power. Power demand in the U.S. is expected to increase significantly about 9% by [----] according to ICF International a consulting firm. And the U.S. Department of Energy forecasts 15%"
X Link 2025-01-29T04:14Z [----] followers, [----] engagements
"$NOW The consumption of assists with agentic AI will be a multiple factor higher than that of a standard Now Assist query. This approach ensures customers can access our AI capabilities as quickly and as seamlessly as possible while simplifying the sales process at the same time. This is the most transformative technology in decades. We are solidifying our leadership position as the AI platform for business transformation"
X Link 2025-01-30T04:44Z [----] followers, [---] engagements
"$NXT with blowout numbers $TAN continuing to act better - bottom $ENPH $FSLR $ARRY $AMPS $SEDG"
X Link 2025-01-31T15:40Z [----] followers, [---] engagements
"$VIAV But the new segment emerging is really the hyperscalers who are not your father's data center operators. They're actually putting very sophisticated fiber monitoring interfaces onto their data centers to monitor all the fiber going in and going out of their network. And part of it is really protecting the billions of dollars they're putting into those data centers and making sure that the connectivity latency and performance of their fiber interconnect is on par with the performance inside the data center. And that is a new phenomenon because traditionally data center operators really"
X Link 2025-01-31T15:44Z [----] followers, [---] engagements
"$FN That's mainly the latter coherent transceivers for ZR transceivers for DCI applications between the data centers. That's the main driver of our silicon photonics growth. And we're a very early adopter of silicon photonics. We've been building silicon photonics products for over a decade at this stage. So we really feel we're in a strong position as the industry moves more towards silicon photonics and also co-packaged optics that for us it's a fairly natural transition to go from one to the other but yeah that growth in silicon photonics is primarily driven by coherent ZR DCI products"
X Link 2025-02-04T04:57Z [----] followers, [---] engagements
"@realDonaldTrump Sovereign Wealth Fund is an idea I tossed around 6-9 months ago. Its a no brainer and brilliant The US Taxpayer funds endless technology development via grants at the University level via NiST DARPA etc. The USA should own pieces of all technology developed by professors using taxpayer dollars #simple"
X Link 2025-02-04T15:37Z [----] followers, [---] engagements
"$LQDA shares continue to rise into May [----] and $UTHR chart isn't looking so good. @T_OConnell"
X Link 2025-02-04T20:11Z [----] followers, [---] engagements
"$TAN been showing signs of bottom $ENPH beat and raise $RUN $FSLR $AMPS $SEDG $ARRY"
X Link 2025-02-04T21:12Z [----] followers, [---] engagements
"$CRNT moving up on $AVNW number"
X Link 2025-02-04T21:24Z [----] followers, [---] engagements
"@SamanthaLaDuc Who is the government Oh Hamas the elected terror organization Trump seeks peace as evidenced by the Abraham Accords. There may be a path to prosperity for the region - its all as far fetched as robo taxis robots and flying evtol taxis"
X Link 2025-02-05T03:01Z [----] followers, [---] engagements
"$DNA $GRAL $SDGR"
X Link 2025-02-05T19:46Z [----] followers, [---] engagements
"Outside of #AI not much excitement in old school semis $AOSL $SWKS $FORM $QCOM economy seems to be a mixed bag real estate listings UP semis haven't been great in [--] years outside of AI yet stocks have been well bid jobs = im hearing non existent a mixed bag do you like a bull bag or a bear bag @MalibuInvest"
X Link 2025-02-06T14:06Z [----] followers, [---] engagements
"congrats to @spencerrascoff $MTCH needs some new leadership down in the dumps for a long time"
X Link 2025-02-06T14:14Z [----] followers, [---] engagements
"@LtCrandog stick to bitcoin since 2013"
X Link 2025-02-06T16:55Z [----] followers, [--] engagements
"$AOSL a dull quarter but AI excitement keeping buyers around and shorts scared."contender" does not mean done deal Within AI for large data centers we are a contender in the middle stages of the design and phase and we see potential for these products to contribute to revenue in the middle of the calendar year"
X Link 2025-02-06T17:24Z [----] followers, [---] engagements
"@OmronEdinburgh I guess thats why $MTCH and $BMBL are in the toilet while $GRND continues up The new generation doesnt drink and wants to be granola"
X Link 2025-02-08T14:35Z [----] followers, [---] engagements
"@realDonaldTrump we remember the words of the heroic United Airlines 9/11 passenger Todd Beamer - Lets roll Enough was enough October [--]. Joe Biden and Kamala were are and will forever be worthless HORRIFYING NEW TESTIMONIES on the captivity of Or Levy Eli Sharabi and Ohad Ben Ami. One of the ex-hostages freed yesterday choosing to remain anonymous revealed he was BOUND IN CHAINS and only towards his release did he learn how to walk again. The https://t.co/jqhzHCpIpZ HORRIFYING NEW TESTIMONIES on the captivity of Or Levy Eli Sharabi and Ohad Ben Ami. One of the ex-hostages freed yesterday"
X Link 2025-02-10T02:28Z [----] followers, [---] engagements
"$LSCC If you think of a car you've got literally tens of these sensors in the car and they all need to be aggregated fused and process before they go through this near edge device. And again FPGA are the perfect place to do that"
X Link 2025-02-11T04:48Z [----] followers, [---] engagements
"@pennycheck $IVAC several years ago had been working on this project. I owned the stock many times over the years and now sold to $STX. I was hopeful that this project would be explosive. https://ir.intevac.com/websites/intevac/English/1120/us-press-release.htmlairportNewsID=96aedea3-6a48-4a73-85a9-39540adaae87 https://ir.intevac.com/websites/intevac/English/1120/us-press-release.htmlairportNewsID=96aedea3-6a48-4a73-85a9-39540adaae87"
X Link 2025-02-20T03:08Z [----] followers, [---] engagements
"$VICR another old fave I expected this year the reasonable scenarios would be a record year for revenues and profitability. Let me be categoric with respect to that. There is no NBM alternative that doesnt infringe Vicor patents. We have not played out all the patents but there is no viable alternative known to me. he company is focused on achieving its [----] "North Star" financial goals of $1 billion in revenues and 65% gross margins driven by Gen [--] VPD adoption and scaling operations in the new ChiP fab"
X Link 2025-02-21T14:53Z [----] followers, [---] engagements
"$SMH $IWM have you been listening shhhhh"
X Link 2025-02-27T14:59Z [----] followers, [---] engagements
"the equity market is run by crack dealers"
X Link 2025-02-27T15:24Z [----] followers, [---] engagements
"$DMRC down 42% read last Q cc and enthusiasm for huge deal $WMT went so far as to discuss mid Q update read current call - not good example of one of the few times a call can lead you into the toilet Why board doesn't terminate following dismal results and call Good question. Went so far as to discuss retaining $GS and going private. Ok sure Always been an interesting company. Execution = where has it been over the past [--] years I have read the calls"
X Link 2025-02-27T19:50Z [----] followers, [---] engagements
"There is no confirmation everywhere. $SMH $IWM etc. We are in a bear market. There will never be two planet earth/mars co existence. Never Narratives and stories raise money and build excitement. Enjoy your life - its pretty short and always be prepared the unexpected"
X Link 2025-03-01T14:32Z [----] followers, [---] engagements
"$SOGP bid 439k shares.i believe that is greater than 10% is that legal"
X Link 2025-03-03T20:57Z [----] followers, [---] engagements
"reminder post $QQQ [------] below = defense on the field"
X Link 2025-03-04T22:04Z [----] followers, [---] engagements
"$CEG roundtrip nuclear colonoscopy [---] - [---] - [---] ditto $VST glad nuclear will be online in [----] or 2500"
X Link 2025-03-06T13:41Z [----] followers, [----] engagements
"@BennMaldonado If Monday could take out Fridays low the dip buyers will finally have a reality check"
X Link 2025-03-08T14:05Z [----] followers, [----] engagements
"congrats to the Monogram Technologies team announcing FDA 510K clearance. Remarkable technology https://www.monogramtechnologies.com/ https://www.monogramtechnologies.com/"
X Link 2025-03-17T16:14Z [----] followers, [---] engagements
"Market designed for peak confusion.As mentioned last week look for a bounce when breaking a monthly pivot. Today $QQQ $SMH back above prior months low. If it holds it lots of shorts will be wiped yet again. If it gives it up BTFD is dead"
X Link 2025-03-17T18:41Z [----] followers, [---] engagements
"$SMH [---] low wheel [--]. [---] on deck"
X Link 2025-03-17T18:43Z [----] followers, [---] engagements
"100% win rate two months later Interesting key off of the monthly. I wonder what these stats look like with leadership index peaking months prior ala $SMH The S&P [---] just recorded its 2nd straight day with 90% advancing stocks after hitting a 6-month low. And um. https://t.co/JbAHCMxMfU The S&P [---] just recorded its 2nd straight day with 90% advancing stocks after hitting a 6-month low. And um. https://t.co/JbAHCMxMfU"
X Link 2025-03-18T05:11Z [----] followers, [---] engagements
"@mcuban @howardlutnick Its like a Dallas Mavericks ticket. Those same people could never go to a game due to ticket pricing. Did you care about them"
X Link 2025-03-24T00:51Z [----] followers, [---] engagements
"$GME @ryancohen You have a pristine balance sheet loads of intelligence and have historically been a builder. Why float debt to buy bitcoin Aren't there better uses of 5B cash on the balance sheet to create or be a holding company investing in start ups etc. confused here"
X Link 2025-03-27T19:42Z [----] followers, [---] engagements
"Most of twitter is blaming Trump for the market decline. Sorry but if you have been following $SMH and market cycles the market peaked pre election and the news is now breaking with the cycles. Blame yourself for being lazy and not learning the wheel @CooperHitAndRun and other methods The market was never going to run forever without a decline"
X Link 2025-04-02T21:52Z [----] followers, [----] engagements
"@MalibuInvest never have and never will would rather ride a horse and buggy"
X Link 2025-04-02T23:37Z [----] followers, [--] engagements
"@SpecialSitsNews I worked at Burger King earning [----] per hour at age [--]. The options were work or camp and I decided to work I survived. At [--] I worked as well in a video store. Working is a good thing Less time for Tik Tok and social stupidity"
X Link 2025-04-03T04:11Z [----] followers, [---] engagements
"alternate perspective The $SPY is literally ONLY in its second month down.and we are [--] days into it so yeah been up since [----] minus a [--] month blip in [----] and a [--] month in [----] if this is the real deal the unwind could last a loooong time"
X Link 2025-04-03T19:30Z [----] followers, [----] engagements
"$DIS at [--] year lows. $BA same two all American brands torched by societal change sad"
X Link 2025-04-07T04:42Z [----] followers, [---] engagements
"There was a [----] World Trade Organization Agreement to keep medicine affordable (finished versus active pharmaceutical ingredients). Trumps threat to tariff finished pharmaceuticals is a significant policy reversal. $LLY GLP-1 is manufactured in Ireland and would face a 25% tariff. Oh well fatties get to the gym and take ownership of your binge eating Exception = those with thyroid or legit medical issues Who else is a big loser Generic drugs which make up 90% of all prescriptions in the USA come from INDIA 26% tariff.the ultimate loser is me and you - the patient. The health care system and"
X Link 2025-04-12T13:26Z [----] followers, [---] engagements
"$LVMUY telling the tale nothing is affordable"
X Link 2025-04-14T17:38Z [----] followers, [---] engagements
"@MalibuInvest ya might want to revisit this tweet $UGL 50's to 140's since Moan would be quacking if long"
X Link 2025-04-17T00:40Z [----] followers, [--] engagements
"I wonder if Trump has read the $AA conference call lol It takes many years to build a new smelter and at least five to six smelters would be required to address the U.S. demand for primary aluminum. These new smelters would require additional energy production equivalent to almost seven new nuclear reactors or more than [--] Hoover dams. Until additional smelting capacity is built in the U.S. the most efficient aluminum supply chain is Canadian aluminum going into the U.S"
X Link 2025-04-17T03:43Z [----] followers, [---] engagements
"IF this is a bear market and it feels like it is $BX was single digits in the last one.ditto $LVS.its been a long time since anybody can remember what ugly looks like"
X Link 2025-04-17T17:13Z [----] followers, [---] engagements
"@CooperHitAndRun $RGC $DGNX"
X Link 2025-05-21T15:14Z [----] followers, [---] engagements
"Remember how often $PLUG was on CNBS during its ascent 20/30/40/50/60/70 Where is it now What makes $OKLO $NNE $SMR businesses versus tradable stonks Ditto $RGTI $QUBT and the next $NVDA π $IONQ"
X Link 2025-05-22T23:09Z [----] followers, [---] engagements
"We all make political decisions based on something - taxes abortion etc. [----] for me was antisemitism and Israel. I remain dumbfounded by the percent of Jews who are "liberal" yet support the current democratic party who did zero literally zero to end antisemitsm on the college campus and its rampant global spread. I am socially liberal and fiscally conservative as hell. I am grateful to @realDonaldTrump for standing with @netanyahu and dismantlling terror in the ME region. I hope after Iran nuclear threat is destroyed to see Saudi join the Abraham Accords and Irans people to embrace the"
X Link 2025-06-20T18:05Z [----] followers, [---] engagements
"A meteor could wipe out all of civilization except the stock exchanges and stonks would only go up"
X Link 2025-06-23T16:49Z [----] followers, [---] engagements
"Whats wrong with American society that NYC would vote a known terror supporting jew hating socialist into office Something is really rotten in this country Seems like a more carcinogenic iteration of Obama"
X Link 2025-06-25T19:38Z [----] followers, [---] engagements
"@CooperHitAndRun Microsoft story.the other side is $SMH is close to a massive breakout"
X Link 2025-07-02T17:04Z [----] followers, [---] engagements
"@CooperHitAndRun And $SMH retested prior high and breakout pivot"
X Link 2025-07-16T17:08Z [----] followers, [--] engagements
"@CooperHitAndRun they don't day trade and scalp. The market has rewarded BTFD despite the trump dump and many names are parabolic setting new ATH's daily/weekly. It will take a bear in time not price to change sentiment"
X Link 2025-07-22T19:29Z [----] followers, [---] engagements
"@CooperHitAndRun $SMH broke out above [------] and rallied to 302.98.today it's testing [---] area"
X Link 2025-09-02T16:22Z [----] followers, [--] engagements
"Housing prices will not decline because rates drop Housing price is out of control lower rates = lower mortgage rates at record home prices pushing prices higher and higher into the land of unaffordability. Rates should be 10%+"
X Link 2025-09-08T14:33Z [----] followers, [----] engagements
"When is @Downtown Josh Brown going to do a cyrpto deal like Tom Lee and Dan Ives $BMNR $OCTO lol"
X Link 2025-09-08T17:12Z [----] followers, [---] engagements
"FROM FREE PALESTINE AND DEATH TO JEWS TO SILENCING VOICE = if you kill you get killed and fast death penalty period it's time to reverse what is the norm. social media blurs truth and reality for many. death penalty The events of the last few days have made it incredibly clear that we need to change our tolerance for violent offenders. One strike and you are out. The events of the last few days have made it incredibly clear that we need to change our tolerance for violent offenders. One strike and you are out"
X Link 2025-09-10T21:31Z [----] followers, [---] engagements
"@CooperHitAndRun how do you reconcile the chart i emailed to you showing that whenever the fed cuts within 2% of an all time high the market has been up 100% of the time the following year - ie [----] in this case"
X Link 2025-09-15T15:45Z [----] followers, [---] engagements
"Among the [----] names that are likely worth a fraction of current valuations $OKLO highlights the $GME $AMC price is a video game mentality and if you are a "day" trader trying to be cute and make a buck you wind up broke"
X Link 2025-09-19T16:47Z [----] followers, [---] engagements
"so exciting that people are in lines to buy a phone $AAPL"
X Link 2025-09-19T19:24Z [----] followers, [---] engagements
"Yes OpenAI and CoreWeave have a significant business relationship centered on AI infrastructure and compute resources. CoreWeave a Nvidia-backed cloud provider specializing in GPU-heavy data centers has secured multiple multi-billion-dollar contracts with OpenAI to support its AI model training and deployment. As part of one deal OpenAI also took an equity stake in CoreWeave. Here's a summary of the key developments: does $CRWV go on $NVDA news with open AI -"
X Link 2025-09-22T16:05Z [----] followers, [---] engagements
"$HOND https://www.sec.gov/Archives/edgar/data/2019804/000101376225002481/ea023535501ex99-2_hcm2.htm https://www.sec.gov/Archives/edgar/data/2019804/000101376225002481/ea023535501ex99-2_hcm2.htm"
X Link 2025-09-23T22:59Z [----] followers, [--] engagements
"So $WOLF is going to cancel 155m shares to issue As previously disclosed in connection with the Plan the Company expects to effect a conversion from a North Carolina corporation to a Delaware corporation and in connection therewith a new certificate of incorporation is expected to become effective and the Company anticipates that it will adopt new bylaws. Also pursuant to the Plan on the effective date of the Plan (the Effective Date) all of the Companys outstanding common stock will be cancelled and new shares of common stock par value $0.00125 (the New Common Stock) will be issued. The"
X Link 2025-09-29T15:39Z [----] followers, [---] engagements
"@DavidFBailey $NAKA has returned to the [----] pipe price with 457++ million shares out. Time to reverse it 1/20 and interest down should return Reminded me of $GREE and it's performed as expected"
X Link 2025-09-29T23:37Z [----] followers, [---] engagements
"$FLNC Energy $GOOGL announced their collaboration with Google for the supply and optimisation of a zero-emission energy backup system at a hyperscale data centre in Saint-Ghislain. Marc Oman Senior Lead of Data Centre Energy and Infrastructure at Google: Google is pleased to drive technology innovation at the intersection of the data centre and energy industries particularly when our innovations catalyse benefits beyond our own operations. The zero-emission backup power system provided by Fluence at our St. Ghislain facility is an important step forward in reaching our carbon-free energy"
X Link 2025-10-02T12:53Z [----] followers, [---] engagements
"$FLNC In addition to competitive costs we've also seen an expanding addressable market for BESS. One of the most transformative trends we've seen in the energy landscape is the rapid growth of data center demand driven by AI and machine learning workloads. These workloads are not only energy intensive. They are also highly variable. Training large AI models or processing inference tasks can lead to solid spikes in power consumption placing immense strains on the grid and creating localized reliability challenges. This is where battery energy storage can play a critical and unique role that"
X Link 2025-10-03T15:21Z [----] followers, [---] engagements
"$FCEL Additionally in the second quarter we executed an MOU with Inuverse a developer of next-generation AI specialized hyperscale data centers to explore opportunities to deploy up to [---] megawatts of fuel cell-based power starting in [----] at the AI Daegu Data Center which Inuverse hopes to develop into Korea's largest data center. I will speak in more detail about our Korean opportunities on a later slide"
X Link 2025-10-03T15:24Z [----] followers, [---] engagements
"$FLNC Google is using a 2.75MW battery system from Fluence to replace some diesel capacity at its St. Ghislain Belgium data center reducing emissions and supporting the local electricity grid. The battery will be connected to the grid by Centrica and will use Centrica's FlexPond software to store and discharge energy so it can support the data center during power cuts and blackouts and also provide energy to the grid on a short term basis to improve grid stability. they ain't virgins here"
X Link 2025-10-03T15:25Z [----] followers, [---] engagements
"$CRML Critical Metals Corp currently has a 42% equity interest in Tanbreez. Critical Metals Corp plans to invest $10 million in exploration expense in Tanbreez by the end of [----]. Once the investment is completed the Company will have the option to acquire an additional 50.5% equity interest which would bring Critical Metal Corps aggregate ownership in Tanbreez to 92.5% at such time by issuing additional ordinary shares to Tanbreezs current majority owner having a value equal to $116 million at such time. the AH move added 600m or 5x the price the current owner is willing to sell 50%. The art"
X Link 2025-10-06T03:07Z [----] followers, [---] engagements
"the market is giving opportunities for the worst of the worst shitco's to raise literally billions of dollars. wont list symbols but massive deals have already been priced. i would shut down the companies and look for real targets in a holding company. unreal"
X Link 2025-10-06T18:08Z [----] followers, [---] engagements
"Well wifey bought $RGTI at the top.how cute"
X Link 2025-10-10T19:58Z [----] followers, [---] engagements
"PEACE THRU STRENGTH @realDonaldTrump https://www.youtube.com/live/WfnPTXEXnyU https://www.youtube.com/live/WfnPTXEXnyU"
X Link 2025-10-13T12:36Z [----] followers, [---] engagements
"@Cee_Lee_Bee Shares trade .4x EV/S compared to the comp group at 1.5X. 71% market cap is cash. SigBeat is not baked in with 4g/5G modules and AI powered solutions forthcoming"
X Link 2025-10-13T16:00Z [----] followers, [--] engagements
"$NB $TMQ $LAC $NAMM $ELVA $TMC $LITM $ABAT $POET $ASPI $LTBR $UAMY $ELBM $METC $CRML $USAR $MP $REMX $NVA portfolio of champions"
X Link 2025-10-13T16:54Z [----] followers, [---] engagements
"If you follow people gaming a top and a crash 24/7 you will never build wealth. The laws of math are simple. If the market declines to zero you make 100%. Unlikely event Stocks ramp 100s to 1000s of percents over time. Despite crashes [----] [----] [----] etc. the SP has appreciated from dollars to near [----] Yes its speculative now. I coined the phrase price is a video game a few years ago noticing the new generation buys price and doesnt research valuation etc. bi also said the dumbest people are making the most money. Be positive thats the bottom line"
X Link 2025-10-14T17:24Z [----] followers, [---] engagements
"$KRE down 7% in the first inning of this bull marketπ"
X Link 2025-10-16T19:37Z [----] followers, [---] engagements
"Where are all of the geniuses pumping shorts or short ETFs Everybody is brilliant as stocks ramp daily. Most now down 20/35% in a few days"
X Link 2025-10-16T20:52Z [----] followers, [---] engagements
"$PCTY had a great report and has a nice chart. Wondering if cloud payroll could be a monster over [--] years"
X Link 2014-08-15T19:45Z [----] followers, [--] engagements
"$UAL looks poised to take off"
X Link 2017-02-22T18:38Z [----] followers, [--] engagements
"since its a technical market (mindless) $EW witha bull flag.$DGX going"
X Link 2017-05-01T18:43Z [----] followers, [--] engagements
"$baba $nvda $twtr Nailed the lows"
X Link 2017-06-12T14:45Z [----] followers, [--] engagements
"$EL doesn't trade at 10x revenue.could be a [---] bagger from here right ABout to go"
X Link 2017-07-21T18:45Z [----] followers, [--] engagements
"fast rotation into retail.$DDS $RL $SIG"
X Link 2017-07-25T15:47Z [----] followers, [--] engagements
"$dis market cap silly compared to all of the hype shit. somebody should buy them"
X Link 2017-09-07T18:38Z [----] followers, [--] engagements
"$GS up huge from my post last week"
X Link 2017-10-02T18:25Z [----] followers, [--] engagements
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