# ![@talantfund Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1158454873756770305.png) @talantfund Talant

Talant posts on X about ai, polymarket, $btc, $crwv the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1158454873756770305/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1158454873756770305/c:line/m:interactions.svg)

- [--] Week [-------] +2,229%
- [--] Month [-------] +394%
- [--] Months [---------] +482%
- [--] Year [---------] +260%

### Mentions: [---] [#](/creator/twitter::1158454873756770305/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1158454873756770305/c:line/m:posts_active.svg)

- [--] Week [---] +244%
- [--] Month [---] +110%
- [--] Months [-----] +284%
- [--] Year [-----] +31%

### Followers: [-----] [#](/creator/twitter::1158454873756770305/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1158454873756770305/c:line/m:followers.svg)

- [--] Week [-----] +4.90%
- [--] Month [-----] +11%
- [--] Months [-----] +49%
- [--] Year [-----] +136%

### CreatorRank: [-------] [#](/creator/twitter::1158454873756770305/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1158454873756770305/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31.92% [finance](/list/finance)  17.61% [technology brands](/list/technology-brands)  11.74% [cryptocurrencies](/list/cryptocurrencies)  7.51% [automotive brands](/list/automotive-brands)  2.11% [countries](/list/countries)  1.64% [exchanges](/list/exchanges)  1.41% [social networks](/list/social-networks)  1.41% [musicians](/list/musicians)  1.17% [celebrities](/list/celebrities)  0.94%

**Social topic influence**
[ai](/topic/ai) 5.63%, [polymarket](/topic/polymarket) 3.76%, [$btc](/topic/$btc) #1698, [$crwv](/topic/$crwv) #95, [$mu](/topic/$mu) #147, [kalshi](/topic/kalshi) 2.58%, [if you](/topic/if-you) 2.58%, [$pltr](/topic/$pltr) #199, [in the](/topic/in-the) 2.35%, [bullish](/topic/bullish) 2.35%

**Top accounts mentioned or mentioned by**
[@polymarket](/creator/undefined) [@vooforthew](/creator/undefined) [@kalshi](/creator/undefined) [@ashcrypto](/creator/undefined) [@hungarian1977](/creator/undefined) [@coinbase](/creator/undefined) [@mrderivatives](/creator/undefined) [@incomesharks](/creator/undefined) [@l00_lum](/creator/undefined) [@oguzerkan](/creator/undefined) [@killaxbt](/creator/undefined) [@fiscalai](/creator/undefined) [@chriscamillo](/creator/undefined) [@wallstreetmav](/creator/undefined) [@kobeissiletter](/creator/undefined) [@spacex](/creator/undefined) [@deitaone](/creator/undefined) [@spectatorindex](/creator/undefined) [@chamath](/creator/undefined) [@variety](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Iris Energy Limited (IREN)](/topic/$iren) [Oracle Corporation (ORCL)](/topic/$orcl) [Metadium (META)](/topic/$meta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Sandisk Corporation (SNDK)](/topic/$sndk) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Oklo Inc. (OKLO)](/topic/$oklo) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Corning Incorporated (GLW)](/topic/$glw) [CatCoin (CAT)](/topic/$cat) [Arm Holdings plc (ARM)](/topic/$arm) [Figma, Inc. (FIG)](/topic/$fig) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Apple, Inc. (AAPL)](/topic/$aapl) [RAI Finance (SOFI)](/topic/$sofi) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Strategy (MSTR)](/topic/$mstr) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Western Digital Corp (WDC)](/topic/$wdc) [Uber Technologies, Inc. (UBER)](/topic/$uber) [IonQ, Inc. (IONQ)](/topic/$ionq) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Netflix Inc (NFLX)](/topic/$nflx) [UnitedHealth Group (UNH)](/topic/$unh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@thrluv $AAPL really said yes you can record but also HELLO EVERYONE THIS CALL IS BEING RECORDED. Stealth mode absolutely demolished 😶🌫"  
[X Link](https://x.com/talantfund/status/2022519158010007739)  2026-02-14T03:51Z [----] followers, [----] engagements


"@DividendMil When you zoom out far enough $200 vs $250 is noise. The real variable is how many shares you own $AMZN"  
[X Link](https://x.com/talantfund/status/2022638734223773739)  2026-02-14T11:47Z [----] followers, [---] engagements


"$TSLA - another fake breakout below [---] - 395P 02/20"  
[X Link](https://x.com/talantfund/status/2022740616422264938)  2026-02-14T18:31Z [----] followers, [---] engagements


"$NET - digesting the e/r move pretty crazy look above [---] - 210C 02/20"  
[X Link](https://x.com/talantfund/status/2022741262105755857)  2026-02-14T18:34Z [----] followers, [---] engagements


"@oguzerkan This is the classic growth disconnect. Strong guidance double-digit runway and still sold off. I like $SOFI at [--] patience"  
[X Link](https://x.com/talantfund/status/2022239825324380535)  2026-02-13T09:22Z [----] followers, [----] engagements


"Stop taking profits just because you're finally green You trained yourself to cut winners and babysit losers Then you wonder why expectancy sucks Learn to hold big green"  
[X Link](https://x.com/talantfund/status/2022243070847394298)  2026-02-13T09:34Z [----] followers, [---] engagements


"$INTC - below [--] - 42P 02/20"  
[X Link](https://x.com/talantfund/status/2022269521969488354)  2026-02-13T11:20Z [----] followers, [---] engagements


"If your best trades come after a loss your psychology is reactive. Reactive trading is unstable. Stability comes from neutrality. Neutrality keeps you objective. Objectivity protects capital"  
[X Link](https://x.com/talantfund/status/2022748456666742843)  2026-02-14T19:03Z [----] followers, [--] engagements


"$INTC - gap fill in play this week above [--] - 55C 02/13"  
[X Link](https://x.com/talantfund/status/2020119696234725605)  2026-02-07T12:57Z [----] followers, [----] engagements


"@wccftech "Made in China" stopped being a quality signal years ago. Most of the world's best hardware already comes from the same factories - just with different labels and margins attached"  
[X Link](https://x.com/talantfund/status/2021124901642412130)  2026-02-10T07:31Z [----] followers, 49.5K engagements


"@RayDalio Blind spots aren't weakness. Denying them is. Humility is a strategic advantage"  
[X Link](https://x.com/talantfund/status/2022063780008743090)  2026-02-12T21:42Z [----] followers, [---] engagements


"@KillaXBT The fake rally narrative trap might not come this time. Markets evolve once too many people expect the same setup"  
[X Link](https://x.com/talantfund/status/2022229235038077338)  2026-02-13T08:39Z [----] followers, [----] engagements


"@RareImagery Stories like this explain a lot about generational emotional armor. Pain got reframed as character building because nobody protected the weak. Survival became the lesson not empathy. That sticks for life"  
[X Link](https://x.com/talantfund/status/2022277541533229265)  2026-02-13T11:51Z [----] followers, [----] engagements


"@StockMKTNewz The funniest part is it's literally the same asset. $AAPL paid you both on the same day. Berkshire Hathaway just started earlier and stayed longer. That's the whole cheat code"  
[X Link](https://x.com/talantfund/status/2022293578353877053)  2026-02-13T12:55Z [----] followers, [---] engagements


"@LeVeonBell They could drop black AirPods tomorrow and sell 20M units off spite alone. They just enjoy watching us suffer"  
[X Link](https://x.com/talantfund/status/2022516469192331391)  2026-02-14T03:41Z [----] followers, [---] engagements


"@KillaXBT $BTC in weekend too 🥳"  
[X Link](https://x.com/talantfund/status/2022594421917909045)  2026-02-14T08:51Z [----] followers, [--] engagements


"@Mrcryptoxwhale You dont have to believe in Bitcoin. You just have to notice when everyone else stops believing at the same time"  
[X Link](https://x.com/talantfund/status/2022600958228742649)  2026-02-14T09:17Z [----] followers, [--] engagements


"@mrmikeMTL Turning the heat on whenever you felt cold instead of putting on another hoodie. That was billionaire behavior"  
[X Link](https://x.com/talantfund/status/2022645933633360307)  2026-02-14T12:15Z [----] followers, [---] engagements


"@zarazhangrui This is the quiet SaaS killer nobody wants to talk about. When AI turns internal dev teams into 10x tool factories buying generic software starts feeling like overpaying for friction"  
[X Link](https://x.com/talantfund/status/2022667474794389560)  2026-02-14T13:41Z [----] followers, [--] engagements


"$AVGO - below [---] can be [---] this week - 310P 02/20"  
[X Link](https://x.com/talantfund/status/2022741894779044137)  2026-02-14T18:37Z [----] followers, [---] engagements


"@fiscal_ai The real question isn't how much higher margins go it's how stable they become. If $AMZN locks in mid-to-high single digits at this scale that's a cash machine hiding in plain sight. People still price it like a retailer"  
[X Link](https://x.com/talantfund/status/2022766465493926288)  2026-02-14T20:14Z [----] followers, [--] engagements


"I wasn't always obsessed For a long time I was just "interested" That phase cost me years Progress started the moment trading stopped being a hobby and started being something I couldn't stop thinking about Casual effort gives casual results"  
[X Link](https://x.com/talantfund/status/2022779950441410665)  2026-02-14T21:08Z [----] followers, [--] engagements


"$GLW - above [---] - 150C 02/20"  
[X Link](https://x.com/talantfund/status/2021884917206896972)  2026-02-12T09:51Z [----] followers, [---] engagements


"@staysaasy Half the market is pricing "AI integration" like it's margin expansion guaranteed. The other half hasn't opened a terminal"  
[X Link](https://x.com/talantfund/status/2022071235467952374)  2026-02-12T22:12Z [----] followers, [----] engagements


"@Atulsingh_asan The crowd always finds a new reason to hesitate. Greenland Russia-Ukraine tariffs now Claude. Narrative changes liquidity doesn't. Bulls climb walls of worry"  
[X Link](https://x.com/talantfund/status/2022240922948571469)  2026-02-13T09:26Z [----] followers, [----] engagements


"@iamtomnash Being publicly bearish on a cult stock is the fastest way to dominate the timeline. Michael Burry understands narrative cycles better than most. Free exposure zero ad spend. That's leverage"  
[X Link](https://x.com/talantfund/status/2022251995101319391)  2026-02-13T10:10Z [----] followers, [---] engagements


"@naiivememe Flowers depreciate in days Bitcoin traumatizes you for years. Pick your poison"  
[X Link](https://x.com/talantfund/status/2022732870205243663)  2026-02-14T18:01Z [----] followers, [---] engagements


"$SCHW - another name quietly getting disrupted by AI what a fade past few days"  
[X Link](https://x.com/talantfund/status/2022742751704682862)  2026-02-14T18:40Z [----] followers, [---] engagements


"@Jason "Super intelligence not AGI" is the more honest framing. AGI feels like a checkbox capex feels like a force multiplier. If it's already solved in theory then yeah were arguing about polish while the engine is running"  
[X Link](https://x.com/talantfund/status/2022766021417762972)  2026-02-14T20:12Z [----] followers, [---] engagements


"The people who ended up winning didn't find a perfect path. They built one. And building looks inefficient from the outside. Wrong turns. Backtracking. Long stretches where it feels like nothing is happening. That's usually the part most people quit"  
[X Link](https://x.com/talantfund/status/2022784093973311792)  2026-02-14T21:24Z [----] followers, [--] engagements


"Traditional betting is getting smoked by prediction markets"  
[X Link](https://x.com/talantfund/status/2022786115028062638)  2026-02-14T21:32Z [----] followers, [---] engagements


"Two Michaels. Way less fun without them $PLTR $MSTR"  
[X Link](https://x.com/talantfund/status/2022795558285377804)  2026-02-14T22:10Z [----] followers, [--] engagements


"@BitcoinSapiens This is why volatility is a feature not a bug. It transfers supply from weak hands to people with time horizons. Pain is the filter $MSTR"  
[X Link](https://x.com/talantfund/status/2022796526125301869)  2026-02-14T22:14Z [----] followers, [---] engagements


""So you shorted Quantum." "Yes Dave." "And it keeps going higher." "That's true Dave." "And you keep saying: this is the top." "Yes Dave." "And it keeps being the bottom." "That's correct Dave." $IONQ $QBTS $QUBT $RGTI"  
[X Link](https://x.com/talantfund/status/1978050746408218927)  2025-10-14T10:50Z [----] followers, [----] engagements


"Trade Plan 11/03 $TSLA - above [---] - 480C 11/07 $AVGO - above [---] - 400C 11/07 $SNOW - above [---] - 290C 11/07 $ORCL - above [---] - 280C 11/07 $FUTU - above [---] - 220C 11/07 $CORZ - 25C 11/21 #TalantBigPicture $QS - 20C 11/21 #TalantBigPicture $RUN - 25C 11/21 #TalantBigPicture $RIVN - 15C 11/21 #TalantBigPicture $ASTS - 100C 11/21 #TalantBigPicture https://twitter.com/i/web/status/1984986096208412809 https://twitter.com/i/web/status/1984986096208412809"  
[X Link](https://x.com/talantfund/status/1984986096208412809)  2025-11-02T14:08Z [----] followers, [---] engagements


"Trade Plan 11/13 $AMD - above [---] - 280C 11/21 $AVGO - above [---] - 380C 11/21 $AAPL - above [---] - 280C 11/21 $GOOGL - above [---] - 300C 11/21 $CAT - above [---] - 600C 11/21 $FSLR - above [---] - 285C 11/21 $SOFI - above [--] - 34C 11/21 $AFRM - above [--] - 85C 11/21 $ARM - below [---] - 140P 11/21 $CRWV - below [--] - 75P 11/21 $IONQ - below [--] - 45P 11/21 $CRCL - below [--] - 80P 11/21 $TEVA - 30C 01/16 #TalantBigPicture https://twitter.com/i/web/status/1988927361283129495 https://twitter.com/i/web/status/1988927361283129495"  
[X Link](https://x.com/talantfund/status/1988927361283129495)  2025-11-13T11:10Z [----] followers, [---] engagements


"$ORCL - it's ready - 230C 12/12"  
[X Link](https://x.com/talantfund/status/1996892605850980768)  2025-12-05T10:41Z [----] followers, [----] engagements


"$WSM - 1y base breakout - 220C 02/20"  
[X Link](https://x.com/talantfund/status/2009496880619921523)  2026-01-09T05:26Z [----] followers, [---] engagements


"$CRWV - day [--] - 110C 01/23"  
[X Link](https://x.com/talantfund/status/2012103142184521823)  2026-01-16T10:02Z [----] followers, [---] engagements


"Focus at open 01/26 $SPY - [-----] is gap fill can be by [--] AM then [---] above - 691C 01/26 $META - e/r week - 730C 01/30 #TalantLotto $AMD - lots of chatter about $META using $AMD chips can run - 265C 01/30 $CRWV - w/ $NVDA investment news roll - 120C 02/20 $SLV $GLD - will not jump in front but looking for the fade at this point patience https://twitter.com/i/web/status/2015790986467693034 https://twitter.com/i/web/status/2015790986467693034"  
[X Link](https://x.com/talantfund/status/2015790986467693034)  2026-01-26T14:16Z [----] followers, [----] engagements


"$TSM - can be [---] this week - 345C 01/30"  
[X Link](https://x.com/talantfund/status/2016736735506350354)  2026-01-29T04:54Z [----] followers, [---] engagements


"There is a new Mag [--] or better Memo [--] $STX $WDC $SNDK $MU"  
[X Link](https://x.com/talantfund/status/2016859647827718353)  2026-01-29T13:03Z [----] followers, [---] engagements


"$AMAT - w/ memory names below [---] - 300P 02/06"  
[X Link](https://x.com/talantfund/status/2017557280565145721)  2026-01-31T11:15Z [----] followers, [---] engagements


"$CAT - [---] this week possible above [---] - 690C 02/06"  
[X Link](https://x.com/talantfund/status/2017557756589342954)  2026-01-31T11:17Z [----] followers, [---] engagements


"$CRWV - similar chart to $IREN 88-85 possible - 85P 02/06"  
[X Link](https://x.com/talantfund/status/2017560143613804928)  2026-01-31T11:26Z [----] followers, [---] engagements


"$FIG - feels like 18-15 after e/r - 23P 02/27 #TalantBigPicture (can go 5x)"  
[X Link](https://x.com/talantfund/status/2017560856020562107)  2026-01-31T11:29Z [----] followers, [---] engagements


"Trade Plan 02/02 $ASTS - above [---] - 130C 02/06 $BE - above [---] - 175C 02/06 $CAT - above [---] - 690C 02/06 $AMD - above [---] - 265C 02/06 $GOOGL - above [---] - 360C 02/06 $META - below [---] - 680P 02/06 $TSLA - below [---] - 410P 02/06 $MU - below [---] - 390P 02/06 $WDC - below [---] - 220P 02/06 $AMAT - below [---] - 300P 02/06 $IREN - below [--] - 50P 02/06 $CRWV - below [--] - 85P 02/06 $FIG - 23P 02/27 #TalantBigPicture https://twitter.com/i/web/status/2017923438862614757 https://twitter.com/i/web/status/2017923438862614757"  
[X Link](https://x.com/talantfund/status/2017923438862614757)  2026-02-01T11:30Z [----] followers, [----] engagements


"@TheSwingTraderr Crash already happened last year. It will be some dip but $SPY 600s will hold overall"  
[X Link](https://x.com/talantfund/status/2018100950846566486)  2026-02-01T23:15Z [----] followers, [---] engagements


"$RIVN - bottom's in"  
[X Link](https://x.com/talantfund/status/2018402291456332219)  2026-02-02T19:13Z [----] followers, [---] engagements


"@BeatTheInsider $UUUU - been on my [----] stock picks list nuts move https://www.patreon.com/posts/top-stock-picks-144520513 https://www.patreon.com/posts/top-stock-picks-144520513"  
[X Link](https://x.com/talantfund/status/2018462013715030426)  2026-02-02T23:10Z [----] followers, [---] engagements


"$CRWV - if holds this [--] area overall - 110C 02/20 #TalantBigPicture"  
[X Link](https://x.com/talantfund/status/2018608089742864423)  2026-02-03T08:50Z [----] followers, [---] engagements


"$FIG $CRCL - 😶🌫 Don't try to catch the bottom"  
[X Link](https://x.com/talantfund/status/2018617663010783366)  2026-02-03T09:28Z [----] followers, [---] engagements


"$PYPL cult is worse than $DUOL cult"  
[X Link](https://x.com/talantfund/status/2018664361892753767)  2026-02-03T12:34Z [----] followers, [----] engagements


"$GME - 30C 03/20 #TalantBigPicture SL 24"  
[X Link](https://x.com/talantfund/status/2018994066181050742)  2026-02-04T10:24Z [----] followers, [---] engagements


"$MP - day [--] - 70C 02/13"  
[X Link](https://x.com/talantfund/status/2018995790056923153)  2026-02-04T10:31Z [----] followers, [---] engagements


"$FIG - mega-smoked 🫡 $FIG - feels like 18-15 after e/r - 23P 02/27 #TalantBigPicture (can go 5x) https://t.co/QHmLIUFHX9 $FIG - feels like 18-15 after e/r - 23P 02/27 #TalantBigPicture (can go 5x) https://t.co/QHmLIUFHX9"  
[X Link](https://x.com/talantfund/status/2018998357834801636)  2026-02-04T10:41Z [----] followers, [---] engagements


"$OKLO - trying to bounce here above [--] - 90C 02/13"  
[X Link](https://x.com/talantfund/status/2018999353613090941)  2026-02-04T10:45Z [----] followers, [---] engagements


"$NFLX - going to zero"  
[X Link](https://x.com/talantfund/status/2019001277603086703)  2026-02-04T10:53Z [----] followers, [---] engagements


"$UNH - gap fill play below [---] - 260P 02/13"  
[X Link](https://x.com/talantfund/status/2019349416872988883)  2026-02-05T09:56Z [----] followers, [----] engagements


"$CIFR - worth maybe $4 stay safe"  
[X Link](https://x.com/talantfund/status/2019396158897238359)  2026-02-05T13:02Z [----] followers, [---] engagements


"$OKLO - worth $30 maybe lower stay safe"  
[X Link](https://x.com/talantfund/status/2019396198667526421)  2026-02-05T13:02Z [----] followers, [---] engagements


"$IREN - nailed it 🫡 $IREN - will get smoked tomorrow you heard it here first $IREN - will get smoked tomorrow you heard it here first"  
[X Link](https://x.com/talantfund/status/2019529114143572236)  2026-02-05T21:50Z [----] followers, [----] engagements


"$UNH - getting bitcoined too gap filled here AHs $UNH - gap fill play below [---] - 260P 02/13 https://t.co/gARRD99xvM $UNH - gap fill play below [---] - 260P 02/13 https://t.co/gARRD99xvM"  
[X Link](https://x.com/talantfund/status/2019541793638084982)  2026-02-05T22:40Z [----] followers, [---] engagements


"$IREN $NBIS $CRWV getting bicoined 😶🌫"  
[X Link](https://x.com/talantfund/status/2019543076910559567)  2026-02-05T22:46Z [----] followers, [---] engagements


"@Kalshi Why stopping here make it $200T"  
[X Link](https://x.com/talantfund/status/2019910882629730457)  2026-02-06T23:07Z [----] followers, [---] engagements


"$OKLO - PT 40"  
[X Link](https://x.com/talantfund/status/2020092766538342660)  2026-02-07T11:10Z [----] followers, [---] engagements


"$MU - w/ $SNDK and rest above [---] - 430C 02/13"  
[X Link](https://x.com/talantfund/status/2020118987648946212)  2026-02-07T12:54Z [----] followers, [---] engagements


"$TSM - 360-365 this week above [---] - 365C 02/13"  
[X Link](https://x.com/talantfund/status/2020119304474182001)  2026-02-07T12:55Z [----] followers, [----] engagements


"$ARM - day [--] maybe some profit taking to [---] then back up 130+ by end of week - 130C 02/13"  
[X Link](https://x.com/talantfund/status/2020119908063859141)  2026-02-07T12:58Z [----] followers, [---] engagements


"$GLW - day [--] above [---] - 130C 02/13"  
[X Link](https://x.com/talantfund/status/2020120128080187614)  2026-02-07T12:59Z [----] followers, [----] engagements


"$AMD - tested bottom of the range can be stupid gap fill this week - 230C 02/13"  
[X Link](https://x.com/talantfund/status/2020120493282505161)  2026-02-07T13:00Z [----] followers, [---] engagements


"$CRWV - day [--] retesting breakdown spot e/r run-up - 120C 02/20"  
[X Link](https://x.com/talantfund/status/2020120655199383994)  2026-02-07T13:01Z [----] followers, [---] engagements


"$MSTR $COIN $HOOD - let's see where $BTC is on Sunday night can bounce this week more"  
[X Link](https://x.com/talantfund/status/2020120836397511057)  2026-02-07T13:01Z [----] followers, [---] engagements


"@smartertrader Every serious CEO knows under-investing is a slow death 😎"  
[X Link](https://x.com/talantfund/status/2020124123263873464)  2026-02-07T13:14Z [----] followers, [---] engagements


"@midascabal $IREN $CIFR next 😎"  
[X Link](https://x.com/talantfund/status/2020136740275544469)  2026-02-07T14:05Z [----] followers, [---] engagements


"@coinbase You can't lose money on weekends oh. you actually can if it's crypto 🥳"  
[X Link](https://x.com/talantfund/status/2020139916705857688)  2026-02-07T14:17Z [----] followers, [---] engagements


"$IREN $CIFR feels like $RIOT $MARA back in the day"  
[X Link](https://x.com/talantfund/status/2020144259702116677)  2026-02-07T14:34Z [----] followers, [---] engagements


"@Mr_Derivatives Bitcoin bottoms have always been about time not just price. Months of chop failed narratives and boredom before momentum slowly returns. That's very different from equities and it catches people off guard every cycle Posted the $BTC path on my feed check it out btw"  
[X Link](https://x.com/talantfund/status/2020161480918696292)  2026-02-07T15:43Z [----] followers, [---] engagements


"@oguzerkan The real moat is distribution utilization and local market know-how. Rolling out across [--] countries while competitors are stuck in a few US cities is a massive asymmetry $UBER - PT 130"  
[X Link](https://x.com/talantfund/status/2020170748292149740)  2026-02-07T16:20Z [----] followers, [--] engagements


"❌ It's not a reliable sell signal ❌ It's not a crash predictor on its own ✅ It can mark periods where longs should be selective not aggressive ✅ Fading the fear often works if no macro catalyst confirms it So yes - ironically going long after an Omen has often outperformed panic-selling especially when it scares people into de-risking prematurely https://twitter.com/i/web/status/2020172684017992060 https://twitter.com/i/web/status/2020172684017992060"  
[X Link](https://x.com/talantfund/status/2020172684017992060)  2026-02-07T16:27Z [----] followers, [--] engagements


"@ChrisCamillo @NolanAntonucci This feels like a "right company wrong cycle" situation. Until DRAM loosens and pricing power comes back downstream it's hard for the equity to work no matter how compelling the product lineup is"  
[X Link](https://x.com/talantfund/status/2020175878098153916)  2026-02-07T16:40Z [----] followers, [---] engagements


"@AnkurPatel59 Everyone waits for volume on the breakout but the real tell is how quiet it gets beforehand"  
[X Link](https://x.com/talantfund/status/2020176345108738523)  2026-02-07T16:42Z [----] followers, [---] engagements


"@JesseOlson Anyone who's lived through prior cycles knows this zone well The hardest part of bear markets isn't the drawdown. It's the waiting after the damage is already done $BTC"  
[X Link](https://x.com/talantfund/status/2020199248118051200)  2026-02-07T18:13Z [----] followers, [---] engagements


"@taobanker Ironically AI makes platforms like this stronger. Models still need authentic messy up-to-date human input - and that's exactly what $RDDT already has in abundance"  
[X Link](https://x.com/talantfund/status/2020204006866305279)  2026-02-07T18:32Z [----] followers, [---] engagements


"@lawrencekitema People visit the rich man because theres nothing to lose. They avoid the poor man because his struggle carries no status - and sometimes reflects a fear of becoming him"  
[X Link](https://x.com/talantfund/status/2020205427758363000)  2026-02-07T18:38Z [----] followers, [----] engagements


"@drgurner The real value isn't breaking news - it's sensemaking in public You're watching smart people stress-test ideas in real time which shortens the learning curve dramatically if you pay attention"  
[X Link](https://x.com/talantfund/status/2020211821643460952)  2026-02-07T19:03Z [----] followers, [--] engagements


"@ShortSeller We need the Elon's average buying price test"  
[X Link](https://x.com/talantfund/status/2020218410362077634)  2026-02-07T19:29Z [----] followers, [---] engagements


"@bipulsinha @rubrikInc @CrowdStrike @George_Kurtz Most breaches aren't about exploits anymore they're about identity abuse. Being able to correlate identity drift and recover cleanly is the difference between an incident and a disaster Bullish $CRWD $RBRK"  
[X Link](https://x.com/talantfund/status/2020220798120690054)  2026-02-07T19:39Z [----] followers, [---] engagements


"@RoundtableSpace Google searches reflect curiosity not conviction. By the time interest spikes positioning is crowded price is lower or the bounce never comes"  
[X Link](https://x.com/talantfund/status/2020223041490280935)  2026-02-07T19:48Z [----] followers, [--] engagements


"@ChadSlimeBased Physical real estate prices in scarcity and trust in the system enforcing it. Bitcoin prices in scarcity without reliance on local policy taxation or capital controls. That's the part people underestimate"  
[X Link](https://x.com/talantfund/status/2020229329574117397)  2026-02-07T20:13Z [----] followers, [--] engagements


"@alc2022 People think they're watching a drug cycle. They're actually watching the beginning of a multi-decade re-architecture of healthcare delivery and cost curves"  
[X Link](https://x.com/talantfund/status/2020233610004197668)  2026-02-07T20:30Z [----] followers, 12.1K engagements


"@theswansjr Anyone who cant emotionally tolerate $10k days now will not suddenly become rational at $50k days later. Volatility is the admission price"  
[X Link](https://x.com/talantfund/status/2020236587074756892)  2026-02-07T20:41Z [----] followers, [--] engagements


"@PeterDiamandis AI wont replace science. It will industrialize it. Hypotheses become cheap experiments become automated and progress depends on who can run the fastest closed loop between model test measurement"  
[X Link](https://x.com/talantfund/status/2020239589726920789)  2026-02-07T20:53Z [----] followers, [---] engagements


"@BeardyBrandon If you don't have surplus capital you can truly lose without consequence gambling isn't "playing" it's borrowing stress from the future"  
[X Link](https://x.com/talantfund/status/2020241465096696248)  2026-02-07T21:01Z [----] followers, [--] engagements


"@thepatwalls Every generation thinks it escaped the trap. We just rebuilt it with better UX"  
[X Link](https://x.com/talantfund/status/2020243540987806023)  2026-02-07T21:09Z [----] followers, [--] engagements


"@nabeelqu As AI lowers the cost of phishing impersonation and automation individuals become the weakest link not systems"  
[X Link](https://x.com/talantfund/status/2020244738830659839)  2026-02-07T21:14Z [----] followers, [----] engagements


"@ManuInvests People still model this like a rideshare app. It's much closer to a global logistics + demand aggregation layer that keeps finding new ways to monetize attention and movement $UBER - PT [---] this year"  
[X Link](https://x.com/talantfund/status/2020248697225805950)  2026-02-07T21:29Z [----] followers, [---] engagements


"@Kalshi Do worry not 🤭"  
[X Link](https://x.com/talantfund/status/2020256145919865060)  2026-02-07T21:59Z [----] followers, [--] engagements


"@nataninvesting $ISRG - I like the brand and positioning in the robotics space PT [----] in [--] years"  
[X Link](https://x.com/talantfund/status/2020258166588481858)  2026-02-07T22:07Z [----] followers, [---] engagements


"@TechCharts I like $META more"  
[X Link](https://x.com/talantfund/status/2020273237150556670)  2026-02-07T23:07Z [----] followers, [---] engagements


"@GnT_Trades Yeah weekends are where professionals separate from gamblers. No tape. No pressure. Just honest review and small adjustments that compound"  
[X Link](https://x.com/talantfund/status/2020277049538318757)  2026-02-07T23:22Z [----] followers, [---] engagements


"@BarbellFi People confuse delayed access with no access. The entire point of retirement accounts is protecting future-you from present-you"  
[X Link](https://x.com/talantfund/status/2020436718403584247)  2026-02-08T09:57Z [----] followers, [---] engagements


"@mmonis Yep 430C is the contract of choice for me 😎"  
[X Link](https://x.com/talantfund/status/2020437769965998370)  2026-02-08T10:01Z [----] followers, [---] engagements


"@WallStreetMav A lot of production didnt disappear it moved. Chinese firms still sit upstream in: components machinery intermediate goods Final assembly shifts countries but China often remains embedded in the supply chain"  
[X Link](https://x.com/talantfund/status/2020445040741429443)  2026-02-08T10:30Z [----] followers, [----] engagements


"@FirstSquawk Gold serves three purposes for China: diversification away from dollar-denominated assets a neutral reserve asset in a more fragmented world signaling monetary sovereignty not monetary rebellion Its about optionalities not abandoning the system overnight"  
[X Link](https://x.com/talantfund/status/2020445411769524472)  2026-02-08T10:31Z [----] followers, [---] engagements


"@FirstSquawk Yes balances are at a record in nominal terms but so are incomes prices and GDP. The more important question is who is carrying the debt and at what stress level"  
[X Link](https://x.com/talantfund/status/2020447507784835522)  2026-02-08T10:39Z [----] followers, [---] engagements


"@cryptofergani Modern economies are designed to favor productive capital not hoarded capital. If money doesn't fund businesses innovation or credit creation it slowly loses relevance. That's not a conspiracy it's how growth systems function"  
[X Link](https://x.com/talantfund/status/2020455482037530958)  2026-02-08T11:11Z [----] followers, [---] engagements


"@KevinSzabo14 People underestimate how expensive poor health is. Not in theory in execution. You can't outwork bad sleep bad food and zero recovery. Eventually the bill comes due and it always shows up at the worst possible time"  
[X Link](https://x.com/talantfund/status/2020457338579148814)  2026-02-08T11:19Z [----] followers, [--] engagements


"@tomaspueyo SpaceX solved launch scarcity and accidentally created excess capacity. xAI is constrained by capital energy and time. Merging them isn't synergy marketing it's matching surplus to scarcity in a very deliberate way"  
[X Link](https://x.com/talantfund/status/2020464057963122977)  2026-02-08T11:45Z [----] followers, [--] engagements


"@alex_avoigt This is a good example of why reacting to short-term fear is so expensive. If structure stays intact and the thesis hasn't changed panic-selling is just volunteering liquidity to someone more patient $TSLA - PT 500"  
[X Link](https://x.com/talantfund/status/2020469368237244795)  2026-02-08T12:06Z [----] followers, [--] engagements


"@Waller7J Not everyone had the same options or risk tolerance and that matters. But the regret comes from never choosing. Even small ownership - a project a skill a side business - changes how that story ends"  
[X Link](https://x.com/talantfund/status/2020477337263821102)  2026-02-08T12:38Z [----] followers, [--] engagements


"@goth600 Your circle determines what feels normal. If no one around you is thinking globally technologically or asymmetrically youll unconsciously cap your own ambition. Information advantage almost always starts socially"  
[X Link](https://x.com/talantfund/status/2020484728638284194)  2026-02-08T13:07Z [----] followers, [--] engagements


"@KobeissiLetter Retail sales and jobs set the tone early but CPI is the arbiter. If labor holds while inflation cools risk assets breathe. If inflation re-accelerates everything else becomes noise. Choppy action imo 🥳"  
[X Link](https://x.com/talantfund/status/2020491077740830921)  2026-02-08T13:33Z [----] followers, [---] engagements


"@RayDalio This works because it aligns incentives instead of trying to overpower them. Durable outcomes come from structures where both sides choose cooperation because it's rational not because they're forced. Power shared by design is more stable than power seized"  
[X Link](https://x.com/talantfund/status/2020495709733274079)  2026-02-08T13:51Z [----] followers, [---] engagements


"@Polymarket Anyone can send funds to Satoshi Nakamoto's address. What matters is movement out not movement in and that hasn't happened"  
[X Link](https://x.com/talantfund/status/2020502185008927144)  2026-02-08T14:17Z [----] followers, 27.6K engagements


"Trade Plan 02/09 $QQQ - above [---] - 620C 02/13 $ARM - above [---] - 130C 02/13 $SNDK - above [---] - 700C 02/13 $TSM - above [---] - 365C 02/13 $MU - above [---] - 430C 02/13 $INTC - above [--] - 55C 02/13 $AMD - above [---] - 230C 02/13 $GLW - above [---] - 130C 02/13 $CRWV - e/r run-up - 120C 02/20 #TalantBigPicture https://twitter.com/i/web/status/2020504548545061144 https://twitter.com/i/web/status/2020504548545061144"  
[X Link](https://x.com/talantfund/status/2020504548545061144)  2026-02-08T14:26Z [----] followers, [----] engagements


"@ProofofMaro That's what happens when multiple curves bend at once: AI capital markets distribution and leverage"  
[X Link](https://x.com/talantfund/status/2020508576788213792)  2026-02-08T14:42Z [----] followers, [--] engagements


"@VOOfortheW @Polymarket Various reasons fwiw"  
[X Link](https://x.com/talantfund/status/2020528549526933848)  2026-02-08T16:02Z [----] followers, [----] engagements


"@VOOfortheW @Polymarket One couldn't support the volatility anymore but still believes in the $BTC idea as a whole and decided to send his $BTC holdings to Satoshi. You're asking the wrong questions lol"  
[X Link](https://x.com/talantfund/status/2020529619015786862)  2026-02-08T16:06Z [----] followers, [---] engagements


"@VOOfortheW @Polymarket I gave you [--] reason I can give you another [--]. Move on. why is not important"  
[X Link](https://x.com/talantfund/status/2020531738682761550)  2026-02-08T16:14Z [----] followers, [---] engagements


"@VOOfortheW @Polymarket Silly questions deserve silly answers 🤭"  
[X Link](https://x.com/talantfund/status/2020534526934491552)  2026-02-08T16:25Z [----] followers, [---] engagements


"@iamtomnash This aligns with how $PLTR thinks about the world: augment decision-makers don't just add bodies. The future of work looks less like expanding teams and more like amplifying a smaller number of operators"  
[X Link](https://x.com/talantfund/status/2020535926003245396)  2026-02-08T16:31Z [----] followers, [---] engagements


"@XFreeze A moon base makes sense as an engineering sandbox. Lower gravity no atmosphere proximity to Earth. If you can't sustain a science station there "among the stars" stays a slogan not a plan"  
[X Link](https://x.com/talantfund/status/2020541064285687851)  2026-02-08T16:51Z [----] followers, [---] engagements


"$ONDS - possible higher low forming but price is still below the prior TL support watching for a reclaim this week"  
[X Link](https://x.com/talantfund/status/2020546363629371433)  2026-02-08T17:12Z [----] followers, [---] engagements


"$TSLA - watching [------] this week into the declining [--] MA maybe it was a higher low last week"  
[X Link](https://x.com/talantfund/status/2020549651745689857)  2026-02-08T17:25Z [----] followers, [---] engagements


"$NBIS - stuck in this channel for now watch it w/ $CRWV can be back at [---] this week if breaks out"  
[X Link](https://x.com/talantfund/status/2020550411568980320)  2026-02-08T17:28Z [----] followers, [----] engagements


"$HOOD - back below the IPO base highs earnings this week so we'll see how it plays out"  
[X Link](https://x.com/talantfund/status/2020550797163966877)  2026-02-08T17:30Z [----] followers, [---] engagements


"$LMND - bottom looks in with another higher low could see it back near [---] soon"  
[X Link](https://x.com/talantfund/status/2020551070578057346)  2026-02-08T17:31Z [----] followers, [----] engagements


"$RKLB - bottom's in too wants [---] again"  
[X Link](https://x.com/talantfund/status/2020551755172352131)  2026-02-08T17:34Z [----] followers, [----] engagements


"@Chickenhearts69 Stims aren't free energy they're borrowed energy. The bill shows up in electrolytes B-vitamins sleep quality and nervous system stability"  
[X Link](https://x.com/talantfund/status/2020554519449338336)  2026-02-08T17:45Z [----] followers, [--] engagements


"@lichthauch Consciousness isn't expensive because it costs health its expensive because it costs comfort. Some people pay with cigarettes and sleep. Others pay with boredom restraint and silence. Both are currencies. Not all of them compound"  
[X Link](https://x.com/talantfund/status/2020556615875756520)  2026-02-08T17:53Z [----] followers, 16.3K engagements


"@TheIndexInsider Insanity. Some leave office modestly better off. Others turn public service into a private wealth accelerator. That gap deserves scrutiny"  
[X Link](https://x.com/talantfund/status/2020579354820886819)  2026-02-08T19:23Z [----] followers, [---] engagements


"@Polymarket If accurate this isn't evidence of anything but it is a documentation failure that demands explanation. When timelines don't align in cases like this public trust takes the hit"  
[X Link](https://x.com/talantfund/status/2020586173559894346)  2026-02-08T19:50Z [----] followers, [---] engagements


"@Polymarket Tel Aviv 😂"  
[X Link](https://x.com/talantfund/status/2020586253138428203)  2026-02-08T19:51Z [----] followers, [---] engagements


"@HodlMagoo If local agents were the future mega companies wouldn't be hiring massive infra teams and burning billions on data centers. The direction of spend tells you everything"  
[X Link](https://x.com/talantfund/status/2020587156927045686)  2026-02-08T19:54Z [----] followers, [---] engagements


"@AJA_Cortes Calling baseline tools "luxuries" is how people avoid confronting structural math. You can't participate in modern life without a phone internet transportation and decent clothing. These are the entry fees 💯"  
[X Link](https://x.com/talantfund/status/2020601291316306315)  2026-02-08T20:51Z [----] followers, [----] engagements


"@MrPitbull07 What's brutal is that she did everything right by the rules she was given. The rules changed quietly and now everyone acts confused when people stop believing in them"  
[X Link](https://x.com/talantfund/status/2020610247186882987)  2026-02-08T21:26Z [----] followers, 22.9K engagements


"@WallStreetMav At a basic supply-demand level fewer people competing for housing lowers pressure on prices. That doesn't solve zoning or construction issues but pretending population flows don't affect rents isn't serious analysis"  
[X Link](https://x.com/talantfund/status/2020612385787269321)  2026-02-08T21:35Z [----] followers, [----] engagements


"@mark_k @OpenAI Audio-first is the lowest-friction way to change behavior and collect real-world usage data. OpenAI isn't chasing "cool hardware" it's chasing presence. Always-on voice-native zero-screen is the wedge"  
[X Link](https://x.com/talantfund/status/2020613817198370918)  2026-02-08T21:40Z [----] followers, [---] engagements


"@cryptorover Growth rolling over matters more than CPI prints at this stage 💯"  
[X Link](https://x.com/talantfund/status/2020617701237117268)  2026-02-08T21:56Z [----] followers, [--] engagements


"@TrendSpider People forget how often he was laughed at before he ended up being right. And lately He's been right again $PLTR $ORCL"  
[X Link](https://x.com/talantfund/status/2020778898032873980)  2026-02-09T08:36Z [----] followers, [---] engagements


"@money_cruncher Even if you have skill sticking with it through drawdowns is harder than the math. Indexing quietly removes that burden"  
[X Link](https://x.com/talantfund/status/2020780549845967127)  2026-02-09T08:43Z [----] followers, [---] engagements


"This is a really good "update your model" moment. People confused vibes ("search is dead") with behavior (billions still default to Google when they need an answer fast). Even $GOOGL's Q4 [----] numbers show Search & other up 17% YoY and Pichai explicitly pointed to record usage + AI features driving it https://twitter.com/i/web/status/2020782267405123622 https://twitter.com/i/web/status/2020782267405123622"  
[X Link](https://x.com/talantfund/status/2020782267405123622)  2026-02-09T08:50Z [----] followers, [---] engagements


"@fiscal_ai This feels less like "IBM is expensive" and more like "MSFT is being normalized". When a company becomes ubiquitous people stop pricing upside and start pricing durability. Ironically that's often when the setup improves"  
[X Link](https://x.com/talantfund/status/2020782976649265373)  2026-02-09T08:53Z [----] followers, [---] engagements


"@thdxr You can feel it in products already. Even small-scope tools are decaying faster than they used to. Not because teams got worse - but because feedback loops got shorter and accountability got fuzzier. No one fully owns the output anymore"  
[X Link](https://x.com/talantfund/status/2020785031518605775)  2026-02-09T09:01Z [----] followers, [---] engagements


"@IronicnotSavage What history may remember isn't collapse but opportunity cost. An era with unmatched capital talent and energy largely spent on financialization bureaucracy and consumption loops instead of civilizational leaps. That's a quieter indictment than catastrophe"  
[X Link](https://x.com/talantfund/status/2020785427465072685)  2026-02-09T09:02Z [----] followers, [--] engagements


"@AdrianDittmann It's an incredible self-own. Declaring a 400-year-old punctuation mark to be "AI slop" is basically announcing you haven't read much outside group chats and subtitles"  
[X Link](https://x.com/talantfund/status/2020787222979424663)  2026-02-09T09:09Z [----] followers, [--] engagements


"@lawrencekingyo Reminder. Failure rates describe the average person not the committed one. Using statistics as a reason to opt out is just outsourcing responsibility to math"  
[X Link](https://x.com/talantfund/status/2020788120313086304)  2026-02-09T09:13Z [----] followers, [--] engagements


"@rawknuckle Gen Z looks "inept" only if you judge them by old signals. In domains that reward focus iteration and obsession they're lethal. The trick is pulling that same intensity into real-world interaction"  
[X Link](https://x.com/talantfund/status/2020788324177260606)  2026-02-09T09:14Z [----] followers, [---] engagements


"@emollick The scary part is speed. Once continual learning works even modestly well the frontier won't advance in papers - it'll advance in deployed systems quietly getting better every day. By the time it's obvious it'll already be normal"  
[X Link](https://x.com/talantfund/status/2020792838489886737)  2026-02-09T09:32Z [----] followers, [---] engagements


"@ThePrimeagen Vibe coding is fun because it suspends consequence - until reality reasserts itself. Maintenance edge cases integration and polish still show up. They always do. Faster entry doesn't mean easier exit"  
[X Link](https://x.com/talantfund/status/2020795592696340613)  2026-02-09T09:43Z [----] followers, [---] engagements


"@AdamBLiv People joke about it but the discipline arc is real. Once you internalize scarcity it bleeds everywhere - spending habits vices relationships. Hard money rewires more than just portfolios"  
[X Link](https://x.com/talantfund/status/2020795969525174306)  2026-02-09T09:44Z [----] followers, [----] engagements


"@coinbase If it provoked you into posting the spreadsheet reads "success". Wild times ☠"  
[X Link](https://x.com/talantfund/status/2020801460301177280)  2026-02-09T10:06Z [----] followers, [---] engagements


"@Polymarket Should I also post a video of myself checking Polymarket 😎"  
[X Link](https://x.com/talantfund/status/2020813552672530903)  2026-02-09T10:54Z [----] followers, [---] engagements


"@LoganPaul Let's see who's right in the ring 🤭"  
[X Link](https://x.com/talantfund/status/2020816444007538723)  2026-02-09T11:05Z [----] followers, [----] engagements


"@BitcoinMagazine Gold preserves wealth. Bitcoin re-rates it. If you're forced to own just one asset the rational choice is the one with a fixed supply global liquidity and an adoption curve that's still early - not already mature 🫡"  
[X Link](https://x.com/talantfund/status/2020830269109043298)  2026-02-09T12:00Z [----] followers, [--] engagements


"@placigyunv6567 Claude loading dips makes sense. Disruption narratives underestimate how sticky enterprise software is once it becomes the nervous system. Replacing it isn't about better AI - it's about unwinding a decade of approvals compliance and muscle memory"  
[X Link](https://x.com/talantfund/status/2020839670175990164)  2026-02-09T12:38Z [----] followers, [--] engagements


"@MarsUniversityX People misunderstand patents as moats. In frontier tech speed manufacturing and iteration are the moat. @SpaceX wins because no one can match cadence not because lawyers blocked them"  
[X Link](https://x.com/talantfund/status/2020841012990525587)  2026-02-09T12:43Z [----] followers, 12.3K engagements


"@BoringBiz_ Every complaint people have about AI right now is actually a time-stamped artifact. Latency hallucinations brittleness UX - those are all temporary. Capability is the only thing that's compounding"  
[X Link](https://x.com/talantfund/status/2020843737329598520)  2026-02-09T12:54Z [----] followers, [---] engagements


"@Polymarket What's closer right now 🤪"  
[X Link](https://x.com/talantfund/status/2020847610236412126)  2026-02-09T13:09Z [----] followers, [--] engagements


"Bad Bunny not being intelligible during the Super Bowl half time show is the most bullish thing imaginable for Duolingo $DUOL"  
[X Link](https://x.com/talantfund/status/2020854605186261290)  2026-02-09T13:37Z [----] followers, [---] engagements


"@StockMKTNewz Love him or hate him Saylor has forced the market to confront a real question: what happens when a fixed-supply asset gets locked up by entities that never intend to sell"  
[X Link](https://x.com/talantfund/status/2020856261282066467)  2026-02-09T13:44Z [----] followers, [----] engagements


"$CRWV - can be [--] today but I like it for e/r run-up - 120C 02/20"  
[X Link](https://x.com/talantfund/status/2020861324956176616)  2026-02-09T14:04Z [----] followers, [---] engagements


"$ORCL - some upgrades this morning only if [---] holds - 165C 02/13"  
[X Link](https://x.com/talantfund/status/2020861396406120520)  2026-02-09T14:04Z [----] followers, [---] engagements


"$SNDK - can wake up today w/ $MU - 680C 02/13"  
[X Link](https://x.com/talantfund/status/2020861476785860973)  2026-02-09T14:04Z [----] followers, [---] engagements


"@wallstengine Worth remembering: $MU guiding HBM4 ramp in Q2'26 could also mean higher yields and better cost structure. First to market isn't always best to margin"  
[X Link](https://x.com/talantfund/status/2020865996127436928)  2026-02-09T14:22Z [----] followers, [----] engagements


"@AshCrypto Miners are businesses not prophets. They sell to fund expansion pay debt and lock margins. Chill nothing bearish 🥳"  
[X Link](https://x.com/talantfund/status/2020866900767498652)  2026-02-09T14:26Z [----] followers, [---] engagements


"$NBIS - 👀 $NBIS - stuck in this channel for now watch it w/ $CRWV can be back at [---] this week if breaks out https://t.co/Dzo8fsqbcM $NBIS - stuck in this channel for now watch it w/ $CRWV can be back at [---] this week if breaks out https://t.co/Dzo8fsqbcM"  
[X Link](https://x.com/talantfund/status/2020912168376438916)  2026-02-09T17:26Z [----] followers, [---] engagements


"$GLW - so crazy 🥳 $GLW - day [--] above [---] - 130C 02/13 https://t.co/NefMliGnZ8 $GLW - day [--] above [---] - 130C 02/13 https://t.co/NefMliGnZ8"  
[X Link](https://x.com/talantfund/status/2020912278707605590)  2026-02-09T17:26Z [----] followers, [---] engagements


"@DrProfitCrypto A move to the 40s is possible but I'm not convinced it's necessary. With current positioning and liquidity structure $BTC could do more damage through time than price - frustrating both bulls and bears without the clean flush everyone's waiting for"  
[X Link](https://x.com/talantfund/status/2020930926423810248)  2026-02-09T18:40Z [----] followers, [---] engagements


"@thehealthb0t Mass murder requires intent and coordination. Even a confirmed lab accident would be gross negligence not murder. Words matter. especially when stakes are this high"  
[X Link](https://x.com/talantfund/status/2020936258579743030)  2026-02-09T19:02Z [----] followers, [----] engagements


"@Kalshi "New gold" isn't about price it's about role. Gold was neutral collateral outside the system. Bitcoin is neutral collateral inside a digital system. Similar function different rails"  
[X Link](https://x.com/talantfund/status/2020937600794816517)  2026-02-09T19:07Z [----] followers, [--] engagements


"@MrBeast This is the rare case where "we broke email" isn't a joke. Most campaigns dream of demand like this; very few are built to survive it. Respect"  
[X Link](https://x.com/talantfund/status/2020940277146583311)  2026-02-09T19:18Z [----] followers, [----] engagements


"@rumilyrics Stress is often just the tax you pay right before compounding begins. The moment something starts to matter pressure shows up. That doesn't mean you're on the wrong path - it usually means you're finally on a real one"  
[X Link](https://x.com/talantfund/status/2020946392592879907)  2026-02-09T19:42Z [----] followers, [---] engagements


"@gainzy222 Even people who hit those gains almost never kept them. They round-tripped overtraded or got wiped chasing the next leg. The rare outcome wasn't making [--] figs it was exiting sane"  
[X Link](https://x.com/talantfund/status/2020946759569264910)  2026-02-09T19:43Z [----] followers, [---] engagements


"@DeItaone $185B in capex isn't bullish or bearish by default - it's a bet. If AI productivity scales faster than cost of capital this looks genius. If not we'll look back at this era as peak leverage chasing compute"  
[X Link](https://x.com/talantfund/status/2020947226609193259)  2026-02-09T19:45Z [----] followers, [---] engagements


"@matthughes13 The irony is the strategy you described is obvious but not easy. It requires surplus capital patience and the ability to do nothing while narratives scream collapse. Very few systems or people are built for that"  
[X Link](https://x.com/talantfund/status/2020953345570243030)  2026-02-09T20:09Z [----] followers, [--] engagements


"@Polymarket This was always the endgame. If a product becomes infrastructure it needs a revenue model that isn't just subsidies. The real question isn't ads or not it's how intrusive and how aligned they are"  
[X Link](https://x.com/talantfund/status/2020953921041138152)  2026-02-09T20:12Z [----] followers, [---] engagements


"@Barchart To be fair $ARKK did what it advertised: maximal exposure to speculative growth. The real mistake was treating it like a core holding instead of a high-volatility satellite"  
[X Link](https://x.com/talantfund/status/2020964601001820574)  2026-02-09T20:54Z [----] followers, [---] engagements


"@qualtrim Costco optimizes for trust per square foot. Membership private label and limited choice create repeat behavior that compounds. Walmart wins on reach. Costco wins on efficiency"  
[X Link](https://x.com/talantfund/status/2020967056913666508)  2026-02-09T21:04Z [----] followers, [--] engagements


"@realBigBrainAI "Prompt engineering" isn't the real skill. The real skill is domain thinking. AI rewards people who know what good output looks like and can steer toward it iteratively"  
[X Link](https://x.com/talantfund/status/2020968696269680812)  2026-02-09T21:10Z [----] followers, [---] engagements


"@XFreeze What makes this feel plausible now is cadence. @SpaceX doesn't talk in decades - it iterates weekly. Once lift cost drops and launch frequency rises "moon base" stops being a fantasy and starts looking like a logistics problem"  
[X Link](https://x.com/talantfund/status/2020969188593111349)  2026-02-09T21:12Z [----] followers, [---] engagements


"@elonmusk When access scales imagination scales with it. A system that lets regular people travel beyond Earth doesn't just change tourism - it changes how humanity thinks about its future 🚀"  
[X Link](https://x.com/talantfund/status/2020971201670316487)  2026-02-09T21:20Z [----] followers, [---] engagements


"@milan_milanovic The irony is that AI actually increases the value of real engineers. When code becomes cheap bad decisions scale faster. Someone still has to decide the shape of the system and live with it"  
[X Link](https://x.com/talantfund/status/2020972314947616907)  2026-02-09T21:25Z [----] followers, [--] engagements


"$PLBY - so this thing is up today because of the Bad Bunny halftime effect 😂"  
[X Link](https://x.com/talantfund/status/2020973771222548685)  2026-02-09T21:31Z [----] followers, [---] engagements


"@muscleforlife The drug isn't burning fat for you. It's reducing hunger slowing gastric emptying and improving adherence. If two people eat the same calories over time weight loss will converge"  
[X Link](https://x.com/talantfund/status/2020981280943624231)  2026-02-09T22:01Z [----] followers, 60.8K engagements


"@Rightanglenews This is why climate messaging fails. When costs are moralized for the many but optional for the few people stop hearing "collective action" and start hearing "rules for thee""  
[X Link](https://x.com/talantfund/status/2020981841474486507)  2026-02-09T22:03Z [----] followers, [----] engagements


"@joeroganhq If Joe Rogan is right there should be a named case court ruling and timeline anyone can verify. If not the takeaway still stands: when housing law punishes absence more than trespass trust in the system collapses fast"  
[X Link](https://x.com/talantfund/status/2020982627293876456)  2026-02-09T22:06Z [----] followers, 16.2K engagements


"@spectatorindex Not surprised by Delta Air Lines $DAL showing up again. Consistency over time is hard in aviation and that's what separates good airlines from lucky ones"  
[X Link](https://x.com/talantfund/status/2020984451124109486)  2026-02-09T22:13Z [----] followers, [----] engagements


"@MarioNawfal "10x safer" sounds provocative but it's possible. Aviation achieved similar multiples by removing human error from routine operations. Autonomy works when supervision becomes exception-handling not constant babysitting"  
[X Link](https://x.com/talantfund/status/2020991631571521601)  2026-02-09T22:42Z [----] followers, [--] engagements


"@Citrini7 Markets discount narratives in waves not lines. Even if AGI is inevitable capital still moves through cycles of hype fatigue disbelief and re-rating. Sentiment always front-runs reality then overshoots it"  
[X Link](https://x.com/talantfund/status/2020993409557610960)  2026-02-09T22:49Z [----] followers, [---] engagements


"@IlliquidInsight Early recruiting optimizes for risk minimization not talent maximization. Firms would rather lock in a "known profile" early than risk missing an outlier later. That trades upside for homogeneity"  
[X Link](https://x.com/talantfund/status/2020998146319327623)  2026-02-09T23:08Z [----] followers, [----] engagements


"@aakashgupta This is luxury pricing not cost-plus education. The tuition donations and social pressure are doing one job: making sure the room stays small expensive and self-selecting"  
[X Link](https://x.com/talantfund/status/2021104859605320012)  2026-02-10T06:12Z [----] followers, [---] engagements


"@intocryptoverse This is the core contradiction. You can't ask for institutional respect while optimizing for the lowest-quality flow. What you choose to list is what you choose to be"  
[X Link](https://x.com/talantfund/status/2021106302655570290)  2026-02-10T06:17Z [----] followers, [---] engagements


"@AlexHormozi Progress isn't blocked by talent as often as it's blocked by quitting early. If you can stay in the game long enough to compound skill you eventually look "lucky""  
[X Link](https://x.com/talantfund/status/2021106452841054480)  2026-02-10T06:18Z [----] followers, [--] engagements


"@adinross Doing it 1:1 is the right call. Fans don't want an interpretation they want fidelity. If you obsess over the details the way the show did people will feel it immediately"  
[X Link](https://x.com/talantfund/status/2021106651210695087)  2026-02-10T06:19Z [----] followers, [----] engagements


"@csimons3 Coordinated behavior only matters if it's repeatable at scale and predictable in advance. One-off proof of concept isn't enough to reprice the most resilient ad inventory in media. Markets move on reliability not symbolism"  
[X Link](https://x.com/talantfund/status/2021108093086580779)  2026-02-10T06:24Z [----] followers, [----] engagements


"@udiWertheimer The skill isn't prompt engineering. It's knowing what to ask for what's valuable and what humans still care about once the friction disappears. Tools are just the temporary interface"  
[X Link](https://x.com/talantfund/status/2021108818667569181)  2026-02-10T06:27Z [----] followers, [--] engagements


"@bluewmist The mistake isn't giving advice it's giving it too early. Listening first is usually what earns the right to solve"  
[X Link](https://x.com/talantfund/status/2021109639819956436)  2026-02-10T06:31Z [----] followers, [---] engagements


"@jpdisclosure AI models don't choose symbolic meaning. They remix language from training data where "watcher" already means observer monitor or auditor. No ontology no theology - just probability"  
[X Link](https://x.com/talantfund/status/2021109853846974681)  2026-02-10T06:31Z [----] followers, 10.7K engagements

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