# ![@tasha463726 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2163317615.png) @tasha463726 David.oav

David.oav posts on X about $iren, ai, $cifr, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2163317615/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2163317615/c:line/m:interactions.svg)

- [--] Week [------] +35%
- [--] Month [-------] +2,278%

### Mentions: [---] [#](/creator/twitter::2163317615/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2163317615/c:line/m:posts_active.svg)

- [--] Week [---] +11%
- [--] Month [---] +569%

### Followers: [-----] [#](/creator/twitter::2163317615/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2163317615/c:line/m:followers.svg)

- [--] Week [-----] +213%
- [--] Month [-----] +626%

### CreatorRank: [-------] [#](/creator/twitter::2163317615/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2163317615/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  82.78% [technology brands](/list/technology-brands)  28.92% [finance](/list/finance)  28.04% [cryptocurrencies](/list/cryptocurrencies)  16.34% [automotive brands](/list/automotive-brands)  9.93% [financial services](/list/financial-services)  #976 [celebrities](/list/celebrities)  1.55% [exchanges](/list/exchanges)  1.32% [countries](/list/countries)  1.32% [social networks](/list/social-networks)  0.88%

**Social topic influence**
[$iren](/topic/$iren) #109, [ai](/topic/ai) 13.25%, [$cifr](/topic/$cifr) #76, [stocks](/topic/stocks) #4337, [$amzn](/topic/$amzn) #272, [$onds](/topic/$onds) #194, [$nbis](/topic/$nbis) #186, [$hims](/topic/$hims) #248, [$tsla](/topic/$tsla) #398, [$nvda](/topic/$nvda) #1556

**Top accounts mentioned or mentioned by**
[@astrogreek](/creator/undefined) [@investincintel](/creator/undefined) [@kevinxu](/creator/undefined) [@wliang](/creator/undefined) [@fernandotatis5r](/creator/undefined) [@mikealfred](/creator/undefined) [@investinc_intel](/creator/undefined) [@rjccapital](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@sovereignsense](/creator/undefined) [@investordivamel](/creator/undefined) [@tobyinvesting](/creator/undefined) [@mmmtwealth](/creator/undefined) [@cryptorover](/creator/undefined) [@annisen](/creator/undefined) [@sylenttrade](/creator/undefined) [@cantonmeow](/creator/undefined) [@zarieinvests](/creator/undefined) [@colestrades](/creator/undefined) [@theaiinvestor](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [ZetaChain (ZETA)](/topic/$zeta) [Microsoft Corp. (MSFT)](/topic/$msft) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Micron Technology, Inc. (MU)](/topic/$mu) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Advanced Micro Devices (AMD)](/topic/$amd) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [RAI Finance (SOFI)](/topic/$sofi) [Bitcoin (BTC)](/topic/bitcoin) [Now Coin (NOW)](/topic/$now) [Taiwan Semiconductor (TSM)](/topic/$tsm) [UiPath, Inc. (PATH)](/topic/$path) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Novo-Nordisk (NVO)](/topic/$nvo) [TeraWulf Inc. (WULF)](/topic/$wulf) [Netflix Inc (NFLX)](/topic/$nflx) [Oklo Inc. (OKLO)](/topic/$oklo) [Apple, Inc. (AAPL)](/topic/$aapl) [Venture Global, Inc (VG)](/topic/$vg) [Sandisk Corporation (SNDK)](/topic/$sndk) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alibaba Group (BABA)](/topic/$baba) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Redwire Corporation (RDW)](/topic/$rdw) [Strategy (MSTR)](/topic/$mstr) [SPX6900 (SPX)](/topic/$spx) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [IonQ, Inc. (IONQ)](/topic/$ionq) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Broadcom, Inc. (AVGO)](/topic/$avgo) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Spotify Technology (SPOT)](/topic/$spot) [UnitedHealth Group (UNH)](/topic/$unh) [Bloom Energy Corporation (BE)](/topic/$be)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Not every biotech is trading at hype-level valuations. Some have massive valuation reset potential: $OGN: P/E [---] (mkt cap. $2.4B) $CRMD: P/E [---] (mkt cap. $592M) $ABEO: P/E [---] (mkt cap. $287M) Low multiples can often be found in small caps"  
[X Link](https://x.com/tasha463726/status/2016562062659403796)  2026-01-28T17:20Z [---] followers, [---] engagements


"Guys Im not jokingif $ZETA continues to sell off down to sub-$18 $17 $16 $15 $14 Ill have no choice but to sell less-conviction names to funnel more and more money into Zeta Global LEAPs I dont really care what you do. My conviction is beyond words and when you get a special investment like this you need to back it with a sizable position. I had this conviction with $TSLA and only put in $30k turning it into over $300k. I will NOT allow my position sizing to be mediocre and later say I wish Id bought more I dont want to make a million from $ZETAI want to make MILLIONS Im ready for Monday."  
[X Link](https://x.com/tasha463726/status/2018043602069233976)  2026-02-01T19:27Z [---] followers, [--] engagements


"The $IREN Thesis: The Billion-Dollar Power Arbitrage The Misread: The market still labels $IREN a Bitcoin miner. Wrong. $IREN is a Digital Power Utility that spent six years hoarding 3GW of grid-connected energy while everyone else chased freakin NFTs. Why Bitcoin: It was a stress test. Mining was the only way to instantly deploy that scale of power. Substations got battle-tested. The Pivot: AI flipped the playbook. Time-to-power is now the ultimate asset. Building 500MW takes 5+ years. $IREN already has 2900MW ready. The Microsoft Signal: The $9.7B contract isnt just revenue. Its validation."  
[X Link](https://x.com/tasha463726/status/2018046796467998742)  2026-02-01T19:40Z [---] followers, [---] engagements


"@MMMTwealth Also $IREN"  
[X Link](https://x.com/tasha463726/status/2018049793457549477)  2026-02-01T19:52Z [---] followers, [---] engagements


"Here were the top [--] best perfroming large cap stocks from January [----] 👑 Sandisk $SNDK +142.8%🟢 🥈 Bloom Energy $BE +74.2%🟢 🥉 AST Spacemobile $ASTS +53.1%🟢 Moderna $MRNA +49.4%🟢 Seagate $STX +48%🟢 MKS Inc $MKSI +47.3%🟢 Micron $MU +45.4%🟢 Western Digital $WDC +45.3%🟢 Venture Global $VG 43.7%🟢 TTM Technologies $TTMI +42.3%🟢 Iren Limited $IREN +42.3%🟢 Karman $KRMN +41.9%🟢 Entegris $ENTG +40.1%🟢 Nova $NVMI +39.4%🟢 Figure $FIGR +39.3%🟢 Bilibili $BILI +38.4%🟢 FTAI Aviation $FTAI +38.3%🟢 SK Telecom $TSKM +37.3%🟢 Lam Research $LRCX +36.4%🟢 Kratos $KTOS +35.7%🟢"  
[X Link](https://x.com/tasha463726/status/2018051905453449492)  2026-02-01T20:00Z [---] followers, [---] engagements


"15 Quality Compounders PEG [----] 📈 [--]. $TDG [----] 🛩 [--]. $ASML [----] ☀ [--]. $V [----] 💵 [--]. $MA [----] 💳 [--]. $MSFT [----] ☁ [--]. $META [----] 📸 [--]. $INTU 1.46💰 [--]. $NOW [----] 📊 [--]. $FICO [----] 🏦 [--]. $AMZN [----] 📦 [--]. $NVDA [----] 💽 [--]. $NFLX [----] 📺 [--]. $MELI [----] 🤝 [--]. $CSU [----] 🌌 [--]. $TSM [----] 📀 ___ *PEG (NTM P/E ➗ [--] - [--] EPS CAGR Est) **($NVDA [--] - [--] EPS CAGR Est https://twitter.com/i/web/status/2018057627406635243 https://twitter.com/i/web/status/2018057627406635243"  
[X Link](https://x.com/tasha463726/status/2018057627406635243)  2026-02-01T20:23Z [---] followers, [---] engagements


"Here are the worst performing large cap stock from January 💩 Unity $U -34.1%🔴 Figma $FIG -30.6%🔴 Hubspot $HUBS -30.2%🔴 Guidewire $GWRE -30%🔴 Applovin $APP -29.8%🔴 Atlassian $TEAM -27.1%🔴 Rubrik $RBRK -26.8%🔴 Rivian $RIVN -25.2%🔴 Intuit $INTU -24.7%🔴 Nutanix $NTNX -23.9%🔴 Humana $HUM -23.8%🔴 ServiceNow $NOW -23.6%🔴 https://twitter.com/i/web/status/2018059199163388185 https://twitter.com/i/web/status/2018059199163388185"  
[X Link](https://x.com/tasha463726/status/2018059199163388185)  2026-02-01T20:29Z [---] followers, [---] engagements


"The Massive SaaS Re-Rating: Multiple Compression from Peak to Today (Last [--] Years) [--]. $SAP 46x 23x (-50%) [--]. $ROP 35x 17x (-51%) [--]. $TYL 72x 30x (-58%) [--]. $U 80x 32x (-60%) [--]. $ADSK 60x 23x (-62%) [--]. $CSU 44x 16x (-64%) [--]. $INTU 58x 21x (-64%) [--]. $MANH 94x 29x (-69%) [--]. $NOW 107x 28x (-74%) [--]. $ADBE 52x 12x (-77%) [--]. $CRM 76x 17x (-78%) [--]. $DUOL 163x 33x (-80%)* [--]. $DT 113x 23x (-80%) [--]. $FIG 585x 113x (-81%) [--]. $WDAY 90x 17x (-81%) [--]. $ZM 91x 15x (-84%) [--]. $PAYC 104x 14x (-87%) [--]. $TEAM 280x 23x (-92%) [--]. $DOCU 173x 13x (-92%) [--]. $HUBS 393x 25x (-94%) *Within the last year"  
[X Link](https://x.com/tasha463726/status/2018059557713695177)  2026-02-01T20:31Z [---] followers, [---] engagements


"These [--] Stocks Will Retire You by [----] $KRKNF $6 $75 $TE $8 $95 $ASTS $111 $650 $IREN $54 $380 Defense tech. Solar manufacturing. Space broadband. AI infrastructure. The infrastructure plays that will define the next decade. While the crowd chases hype smart money is loading up on the companies building what powers it all. Subsea robotics dominating naval defense. American-made solar scaling globally. Satellites revolutionizing connectivity. Data centers fueling the AI explosion. Multi-year government contracts. Monopolistic advantages. Revenue about to go parabolic. Be patient."  
[X Link](https://x.com/tasha463726/status/2018061598061981935)  2026-02-01T20:39Z [---] followers, [---] engagements


"$V (Visa) and $MA (Mastercard) are two of the most dominant companies in the world. They're two tollbooths on the world-wide economy. Which one will perform better going forward Visa is slightly cheaper in terms of Forward EV/FCF. [-----] for $V [-----] for $MA However $MA is growing faster than $V. CAGR over last [--] years: $V revenue: 11.9% $V FCF/share: 14.9% $MA revenue: 13.8% $MA FCF/share: 19.6% I'm riding with Mastercard which bet are you making between these two juggernauts https://twitter.com/i/web/status/2018064445164134890 https://twitter.com/i/web/status/2018064445164134890"  
[X Link](https://x.com/tasha463726/status/2018064445164134890)  2026-02-01T20:50Z [---] followers, [--] engagements


"MY [--] FAVORITE INVESTING QUOTES FROM PETER LYNCH: $IONQ $RGTI $OKLO $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG $TLT $GME $PLTR $SRPT $PYPL $PATH $TSLA What's your top Peter Lynch quote that hits home for you Drop it in the replies number [--] is mine - 1/25 "Go for a business that any idiot can run because sooner or later any idiot probably is going to run it." - 2/25 "The stock market is filled with individuals who know the price of everything but the value of nothing." - 3/25 "In this business if you're good you're right six times out of ten. You're never going to be right nine"  
[X Link](https://x.com/tasha463726/status/2018065621343170761)  2026-02-01T20:55Z [---] followers, [---] engagements


"Which ticker is the most likely to 10x first 🟢 $IREN (IREN Limited) at $17.6B 🟢 $HIMS (Hims & Hers) at $6.2B 🟢 $NVDA (NVIDIA) at $4.65T 🟢 $MU (Micron) at $467.0B 🟢 $AMZN (Amazon) at $2.56T 🟢 $BMNR (Bitmine) at $11.4B 🟢 $HOOD (Robinhood) at $89.5B 🟢 $SOFI (SoFi) at $28.8B 🟢 $META (Meta Platforms) at $1.81T 🟢 $TSLA (Tesla) at $1.62T 🟢 $NFLX (Netflix) at $352.5B 🟢 $PATH (UiPath) at $6.7B 🟢 $AVGO (Broadcom) at $1.57T 🟢 $FUTU (Futu Holdings) at $22.6B 🟢 $PLTR (Palantir) at $349.4B 🟢 $NVO (Novo Nordisk) at $264.1B 🟢 $LLY (Eli Lilly) at $928.3B 🟢 $OSCR (Oscar) at $4.1B 🟢 $RKLB"  
[X Link](https://x.com/tasha463726/status/2018083784021655763)  2026-02-01T22:07Z [---] followers, [---] engagements


"The best risk to reward opportunities right now: - $HIMS at $27 - $SOFI at $22 - $EOSE at $14 - $ZETA at $18 - $NBIS at $85 - $SMCI at $29 - $PGY at $19 - $AMZN at $239 - $JD at $28 - $RDDT at $180 - $NFLX at $83 - $XPEV at $18 - $HOOD at $99 Anything to add NFA #stockmarket #investing #market https://twitter.com/i/web/status/2018084385514307956 https://twitter.com/i/web/status/2018084385514307956"  
[X Link](https://x.com/tasha463726/status/2018084385514307956)  2026-02-01T22:09Z [---] followers, [---] engagements


"Weekly Winners & Bottoms: 1: Winners $UNG $TSLQ $USO $FIAT $VIXY $FENY $EWY $XLE $XOP $EWH 2: Bottoms $SLV $SIJL $MSOS $SIL $GDXJ $AIYY $GDX $CONY $XME $MRNY Ride The Winners"  
[X Link](https://x.com/tasha463726/status/2018084622320415196)  2026-02-01T22:10Z [---] followers, [---] engagements


"PLANNING TO FULL PORT ROBINHOOD ACCOUNT CHALLENGE ON ONE STOCK EITHER $RR ; $BULL ; $QCLS ; $EONR THESE LOOK SAFE AND GOOD FOR 10%+"  
[X Link](https://x.com/tasha463726/status/2018091268107014517)  2026-02-01T22:37Z [---] followers, [---] engagements


"02/02/2026 watchlist 🎁 Outside Bar: (D) $AAPL 🍏 Calls above $261.90 📈 Puts below $252.18 📉 Inside Bar: (D) $KR 🥣 Calls above $63.82 📈 Puts below $61.02 📉 $META 📱 Calls above $744.00 📈 Puts below $712.55 📉 $MO 🚬 Calls above $62.52 📈 Puts below $59.41 📉 Like And Repost This Post If You Appreciate This ❤🔥 https://twitter.com/i/web/status/2018092835686285699 https://twitter.com/i/web/status/2018092835686285699"  
[X Link](https://x.com/tasha463726/status/2018092835686285699)  2026-02-01T22:43Z [---] followers, [--] engagements


"For penny lovers. We closed January with a nice bounce in pennyland including $ORKT which I posted [--] weeks ago with some DD. Just to share with you now that $NWGL has been gaining hype in the last few days. Honestly I haven't found any significant catalysts other than a change in leadership and a strategic rebranding. With the transition from Nature Wood to CL Workshop Group they are now targeting new markets like carbon credits which is clearly attracting "green speculators." The company is currently loss-making so do your own research and be careful if you want to surf the volatility over"  
[X Link](https://x.com/tasha463726/status/2018092941114269891)  2026-02-01T22:43Z [---] followers, [---] engagements


"@kevinxu Why do you think so"  
[X Link](https://x.com/tasha463726/status/2018211590797938801)  2026-02-02T06:35Z [---] followers, 12.7K engagements


"Big tech will layoff between 150K to 220K over the next [--] years. The AI boom across Big Tech is a capital allocation problem. The MAG7 $MSFT $AMZN $META $GOOGLE $AAPL + $NVDA and $TSLA Microsoft Amazon Meta Platforms Alphabet Apple plus NVIDIA and Tesla have all converged on the same strategic reality: AI is now the core platform shift and it demands an extraordinary amount of capital up front. Microsoft is now running at roughly $4550 billion per year in capex Amazon is higher still with $6065 billion per year Metais back up to $3540 billion annually Google sits in the $4550 billion range."  
[X Link](https://x.com/tasha463726/status/2018274012166529121)  2026-02-02T10:43Z [---] followers, [---] engagements


"#Bitcoin Mining Jan [----] BTC Output Estimate $MARA [---] $BTDR [---] $CLSK [---] $IREN 499"  
[X Link](https://x.com/tasha463726/status/2018373215593078942)  2026-02-02T17:17Z [---] followers, [----] engagements


"Bought more $IREN $BTDR $NVO today 😃"  
[X Link](https://x.com/tasha463726/status/2018421986284712420)  2026-02-02T20:31Z [---] followers, [---] engagements


"$STCE - A new #1 just in time for the weekend. Same level as the previous #1. Top holdings include $BTDR $GLXY $CIFR"  
[X Link](https://x.com/tasha463726/status/2018422420948881746)  2026-02-02T20:33Z [---] followers, [---] engagements


"$IREN A+ weekly chart off the 9EMA Earnings are on Thursday already moved up a week This looks ready to explode Im heavy in shares IV way too high this week"  
[X Link](https://x.com/tasha463726/status/2018423891765416352)  2026-02-02T20:38Z [---] followers, [---] engagements


"$IREN holders this week after the news"  
[X Link](https://x.com/tasha463726/status/2018430023321973082)  2026-02-02T21:03Z [---] followers, [---] engagements


"$BITF coule be at a double bottom but big chance we move lower. The two key levels I'll be monitoring below will be the following. Daily 200MA at $2.12 Weekly 50MA at $1.91 As mentioned in the weekly update we haven't retested the weekly 50MA into support since we broke out so could be a level of interest. Still at Triple Pink Diamonds with no Whale Flow. Downside is quite limited despite $BTC's big move lower. I'll update when we get a blue diamond 🔁 Repost for daily $BITF updates. Check the link in my bio to trade the Suite Indicator yourself You got this 🫳"  
[X Link](https://x.com/tasha463726/status/2018523677126471721)  2026-02-03T03:15Z [---] followers, [---] engagements


"$CIFR #CIFR This trend zone has yielded some pretty decent 3-5 day bounces"  
[X Link](https://x.com/tasha463726/status/2018533433052413972)  2026-02-03T03:54Z [---] followers, [---] engagements


"@cryptorover He bought the dip"  
[X Link](https://x.com/tasha463726/status/2018600264354431209)  2026-02-03T08:19Z [---] followers, [----] engagements


"A really nice spot to add $RKLB is $65. I think we are in a correction after overheating. and a perfect place to bounce would be at the [-----] fib level and bull market support band. Then $130+ next. Watching closely don't miss out"  
[X Link](https://x.com/tasha463726/status/2018611166143197244)  2026-02-03T09:03Z [---] followers, [---] engagements


"@anni_sen Same thing goes for $MU too"  
[X Link](https://x.com/tasha463726/status/2018651709372076233)  2026-02-03T11:44Z [---] followers, [---] engagements


"Im bullish on $ORCL long term but the execution risk is higher than I initially thought. Raising $45B$50B in [----] partly through dilution while the stock is 55% below its highs is a bold move and not a comfortable one. Oracle is already free cash flow negative with Bloomberg expecting that to last until [----]. On top of that a 6-year GPU depreciation cycle is far less conservative than peers like $NBIS. I still think $ORCL wins in the end. But the path forward looks significantly tougher than I first anticipated. https://twitter.com/i/web/status/2018679253152264630"  
[X Link](https://x.com/tasha463726/status/2018679253152264630)  2026-02-03T13:33Z [---] followers, [---] engagements


"Optical names are still clear leading stocks: $COHR $LITE $CIEN $GLW $TSEM"  
[X Link](https://x.com/tasha463726/status/2018679492240122093)  2026-02-03T13:34Z [---] followers, [---] engagements


"@SylentTrade Have you seen what's happening to $IREN"  
[X Link](https://x.com/tasha463726/status/2018764521842594201)  2026-02-03T19:12Z [---] followers, [---] engagements


"@cantonmeow This Week earnings will be the best week for $IREN holders"  
[X Link](https://x.com/tasha463726/status/2018764929055052209)  2026-02-03T19:14Z [---] followers, [---] engagements


"Dan Ives Top [--] Stocks by YTD Performance [--]. $MU +49%🟢 [--]. $IREN +46%🟢 [--]. $CRWV +25%🟢 [--]. $GEV +20%🟢 [--]. $AMD +14%🟢 [--]. $BABA +12%🟢 [--]. $TSM +11%🟢 [--]. $BIDU +11%🟢 [--]. $GOOGL +9%🟢 [--]. $OKLO +9%🟢 [--]. $INOD +8%🟢 [--]. $NBIS +8%🟢 [--]. $META +6%🟢 [--]. $AMZN +3%🟢 [--]. $AAPL -0.85%🔴 [--]. $IBM -1%🔴 [--]. $NVDA -3%🔴 [--]. $TSLA -5%🔴 [--]. $AVGO -7%🔴 [--]. $PANW -9%🔴 [--]. $CRWD -9%🔴 [--]. $PLTR -12%🔴 [--]. $MSFT -14%🔴 [--]. $ZS -15%🔴 [--]. $MDB -17%🔴 [--]. $ORCL -19%🔴 [--]. $SNOW -19%🔴 [--]. $RBLX -21%🔴 [--]. $SHOP -23%🔴 [--]. $PEGA -32%🔴 https://twitter.com/i/web/status/2018765144235393355"  
[X Link](https://x.com/tasha463726/status/2018765144235393355)  2026-02-03T19:14Z [---] followers, [---] engagements


"If I managed a $100000 account heres my strategy: Kick off by selling options and aim to boost the portfolio by $1500$3000 each month. I create my own dividend-like income by writing options on premium stocks. A few of my recent trades: $IREN $SOFI $PATH $HIMS"  
[X Link](https://x.com/tasha463726/status/2018768949110792383)  2026-02-03T19:29Z [---] followers, [---] engagements


"@RJCcapital $IREN would stand erect by Thursday"  
[X Link](https://x.com/tasha463726/status/2018769203705290949)  2026-02-03T19:30Z [---] followers, [---] engagements


"If youre looking to build a growth-focused portfolio right now Id start here: Zeta Global ( $ZETA ) Mercado Libre ( $MELI ) Hims & Hers ( $HIMS ) Oscar Health ( $OSCR ) Advanced Micro Devices ( $AMD ) Lemonade ( $LMND ) High-growth businesses expanding markets long-term upside https://twitter.com/i/web/status/2018772068867649893 https://twitter.com/i/web/status/2018772068867649893"  
[X Link](https://x.com/tasha463726/status/2018772068867649893)  2026-02-03T19:42Z [---] followers, [---] engagements


"$IREN likely back to $52s within a half hour or so imo. Considering small trim and re add"  
[X Link](https://x.com/tasha463726/status/2018777130344350002)  2026-02-03T20:02Z [---] followers, [---] engagements


"@zarieinvests Same thing for $IREN is a $151 trading at $52.45"  
[X Link](https://x.com/tasha463726/status/2018778286755578081)  2026-02-03T20:07Z [---] followers, [---] engagements


"$IBRX $SATS $SATG . busy day for me . deploying without pause"  
[X Link](https://x.com/tasha463726/status/2018779329526710627)  2026-02-03T20:11Z [---] followers, [---] engagements


"My old investment $CIFR (still my no.2 option) is on a roll Absolutely love this company and management running it Big things are coming while Im not currently invested I will definitely be keeping a close eye on it"  
[X Link](https://x.com/tasha463726/status/2018782646592209258)  2026-02-03T20:24Z [---] followers, [---] engagements


"@wliang $IREN would shoot soon 🚀"  
[X Link](https://x.com/tasha463726/status/2018922952298029356)  2026-02-04T05:41Z [---] followers, [---] engagements


"$HIMS should announce a massive buyback program right now"  
[X Link](https://x.com/tasha463726/status/2019025521749938456)  2026-02-04T12:29Z [---] followers, [---] engagements


"Two of the hottest IPOs last year $CRCL and $FIG just utterly destroyed"  
[X Link](https://x.com/tasha463726/status/2019028414133588416)  2026-02-04T12:41Z [---] followers, [---] engagements


"$AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55%"  
[X Link](https://x.com/tasha463726/status/2019034729618792505)  2026-02-04T13:06Z [---] followers, [---] engagements


"The last $PLTR blue diamond confirmed around $7. then went up 2700%. If Palantir gets a monthly pink diamond this year I'm NOT missing the next BD. [----] is the year of stacking quality assets and building a crazy portfolio. 🫡📈"  
[X Link](https://x.com/tasha463726/status/2019311998450954269)  2026-02-05T07:27Z [---] followers, [--] engagements


"If you sold $IREN stocks yesterday youre too emotional"  
[X Link](https://x.com/tasha463726/status/2019312420649595398)  2026-02-05T07:29Z [---] followers, [---] engagements


"Buying $AMD at $200 is the equivalent of buying $GOOG at $150. See you in [--] months"  
[X Link](https://x.com/tasha463726/status/2019312741098377552)  2026-02-05T07:30Z [---] followers, [---] engagements


"$IREN earnings preview -Earnings were pulled forward hoping for either banger guidance and/or new deal If not we might see a drop -Good commentary on progression is always needed to keep trust in execution Analyst expectations (Yahoo Finance): EPS [-----] revenue 227M (+90%)"  
[X Link](https://x.com/tasha463726/status/2019312806017798404)  2026-02-05T07:31Z [---] followers, [---] engagements


"@ColesTrades $IREN too"  
[X Link](https://x.com/tasha463726/status/2019313125078757747)  2026-02-05T07:32Z [---] followers, [---] engagements


"Is Mike alFRAUD still around Stop chasing his playsyoure likely getting bagged. Sure he got lucky on $IREN and $CIFR but how did his other picks like $OPEN $ASST $STZ work out for you Chances are not well"  
[X Link](https://x.com/tasha463726/status/2019317315293311249)  2026-02-05T07:48Z [---] followers, [---] engagements


"If $IREN doesnt give the guidance / earnings expected tomorrow there will be carnage. Still believe in them long term though. I think it will easily be over $80 by years end"  
[X Link](https://x.com/tasha463726/status/2019317567966581072)  2026-02-05T07:49Z [---] followers, [---] engagements


"$CIFR next couple yrs : we will be begging for days like this today. Imagine Billion dollar recurring revenue. EPS going to be high and high as year goes by. ✅ How ya feeling $CIFR ARMY"  
[X Link](https://x.com/tasha463726/status/2019317827438866580)  2026-02-05T07:51Z [---] followers, [---] engagements


"$PLTR LEAPS added here. We are 6% off pre-tariff crash highs. Crazy to see these discounts"  
[X Link](https://x.com/tasha463726/status/2019318394886189062)  2026-02-05T07:53Z [---] followers, [--] engagements


"Investors are speculating that $IREN IREN could announce a major partnership at earnings. With or without a deal [----] guidance of $3.4B in ARR reflects just 16% of its [----] GW capacity. The setup is obvious. The deals are coming. Stay focused on the long term"  
[X Link](https://x.com/tasha463726/status/2019318619671282085)  2026-02-05T07:54Z [---] followers, [---] engagements


"All the jeets puking $IREN before earnings are trading the last candle not the next [--] months. wen deal (Deal SOON)"  
[X Link](https://x.com/tasha463726/status/2019335841324351733)  2026-02-05T09:02Z [---] followers, [---] engagements


"Do we even make it to the open with any green in the markets $TSLA"  
[X Link](https://x.com/tasha463726/status/2019368273654002150)  2026-02-05T11:11Z [---] followers, [--] engagements


"Would you buy any of the below positions at current levels $EOSE $NBIS $IREN $ZETA $GRAB"  
[X Link](https://x.com/tasha463726/status/2019384644534247843)  2026-02-05T12:16Z [---] followers, [---] engagements


"JPMorgan reported owning [------] shares of $IREN. The 2646% figure is a percentage increase in JPMorgans disclosed stake quarter-over-quarter. Im sure this number will go UP significantly ✅ next sec Filing"  
[X Link](https://x.com/tasha463726/status/2019384733096935544)  2026-02-05T12:16Z [---] followers, [---] engagements


"I feel like $TSLA stock is about to launch to $2000 I just have this feeling Now [---] Bookmark me"  
[X Link](https://x.com/tasha463726/status/2019385218449437175)  2026-02-05T12:18Z [---] followers, [--] engagements


"My priorities to add soon: $ETH $RDW $HOOD $HIMS $DUOL $COIN $ZETA Data centers"  
[X Link](https://x.com/tasha463726/status/2019385533508829319)  2026-02-05T12:20Z [---] followers, [---] engagements


"$GOOG guiding capex to be minimum $60B higher and youre bearish AI infra companies What do you think Google sees $CRWV $NBIS $GLXY $IREN $CIFR"  
[X Link](https://x.com/tasha463726/status/2019385666040483862)  2026-02-05T12:20Z [---] followers, [---] engagements


"$HIMS and $DUOL. Are trillion dollar companies in the making"  
[X Link](https://x.com/tasha463726/status/2019385827437211760)  2026-02-05T12:21Z [---] followers, [---] engagements


"🚨 $NBIS with $GOOG mega spending on Capex up to $185B AI should start their recovery. If $NBIS news are to be released tomorrow should be a nice day lets see if it happens & Nebius give us an appetizer of what they have been cooking past three months. Its ✅📈"  
[X Link](https://x.com/tasha463726/status/2019385890498588742)  2026-02-05T12:21Z [---] followers, [---] engagements


"$IREN announce earnings today. I believe they will beat earnings and not announce a deal & the stock will surge on good earnings alone. Mark my words. Everyone thinks the share price will tank without a deal but its only retail investors on X that are expecting it not the street. For the stock to drop a deal would already have to be baked into the price which at $45 its not. Any other questionable takes out there https://twitter.com/i/web/status/2019386320364224829 https://twitter.com/i/web/status/2019386320364224829"  
[X Link](https://x.com/tasha463726/status/2019386320364224829)  2026-02-05T12:23Z [---] followers, [---] engagements


"SaaSpocalypse [----] Drawdown from highs: $FIG 83% $HUBS 71% $MNDY 70% $TEAM 68% $ESTC 56% $NOW 53% $RBRK 50% $CRM 47% $APP 47% $ZS 46% $WDAY 45% $DDOG 42% $SNOW 40% $SHOP 37% $NET 33% $CRWD 26%"  
[X Link](https://x.com/tasha463726/status/2019386696362783092)  2026-02-05T12:24Z [---] followers, [---] engagements


"$ONDS went as high as +50% YTD in early January. $ONDS is now -7% YTD as of today. Since January 1st: [--]. $ONDS raised YE2026 guidance to $180M from $140M [--]. $ONDS raised pro-forma balance sheet cash to $1.5B [--]. $ONDS received Blue UAS approval for the American Robotics Optimus [--]. $ONDS launched new Defense and Security offering at the Singapore Airshow [--]. $ONDS acquired Rotron Aero [--]. $ONDS secured a multi-phase defense contract in Asia-Pacific [--]. $ONDS was invited to participate in Phase I of the Drone Dominance Gauntlet in partnership with Rift Dynamics x American Robotics x W S Darley 8."  
[X Link](https://x.com/tasha463726/status/2019386983475265746)  2026-02-05T12:25Z [---] followers, [--] engagements


"If you had to buy one in [--] months time which one would it be $NVDA at $100 $PLTR at $80 $GOOG at $170 $AMZN at $150 $BTC at $60 $ETH at $1600 $MSFT at $300"  
[X Link](https://x.com/tasha463726/status/2019387611480047669)  2026-02-05T12:28Z [---] followers, [---] engagements


"All high risk/reward ideas shared this week prior to move: $UPS 700% $JBLU 450% $SPY 278% $INTC 109% $CAVA 15%"  
[X Link](https://x.com/tasha463726/status/2019388494611689961)  2026-02-05T12:31Z [---] followers, [--] engagements


"$IREN is going to $200 regardless of what happens at earnings 😊"  
[X Link](https://x.com/tasha463726/status/2019389193185608007)  2026-02-05T12:34Z [---] followers, [---] engagements


"GOOGLE $GOOGL CEO SUNDAR PICHAI JUST SAID: "Revenue from AI solutions built by our partners increased nearly 300% year over year""  
[X Link](https://x.com/tasha463726/status/2019389316741623970)  2026-02-05T12:35Z [---] followers, [--] engagements


"$GOOGL CEO Sundar Pichai said the number of $1B+ deals in [----] surpassed the prior three years combined"  
[X Link](https://x.com/tasha463726/status/2019389400019529987)  2026-02-05T12:35Z [---] followers, [--] engagements


"I sleep well every night knowing I own Bitcoin and $VOO"  
[X Link](https://x.com/tasha463726/status/2019389892732793332)  2026-02-05T12:37Z [---] followers, [--] engagements


"Emotional investors don't change fundamentals. $HIMS and $DUOL are on track to become exponentially bigger companies"  
[X Link](https://x.com/tasha463726/status/2019390010823516315)  2026-02-05T12:37Z [---] followers, [---] engagements


"Cathie Wood bought a total of [------] shares of $AMD today that could be worth about $29M"  
[X Link](https://x.com/tasha463726/status/2019390111541330229)  2026-02-05T12:38Z [---] followers, [--] engagements


"Chinese/Lunar New Year effect 🌙 🧧 70% chance 📈 [--] days before AND [--] days after CNY. Median returns 3.5%+ through the holiday. This 🐴 year is February 17th. $KWEB $MCHI"  
[X Link](https://x.com/tasha463726/status/2019390162170703969)  2026-02-05T12:38Z [---] followers, [--] engagements


"Has anyone added any new positions during this pullback 📉 Im finding $ONDS $EOSE and $SOFI difficult to ignore at these prices"  
[X Link](https://x.com/tasha463726/status/2019390336791900182)  2026-02-05T12:39Z [---] followers, [---] engagements


"Wall Street's dirty secret in one chart: $10K invested [--] years ago 👇 $NVDA: $6.5M $TSLA: $3.6M $AMZN: $1.2M $GOOG: $330K $MSFT: $245K $META: $176K Michael Burry: $37K Jim Cramer: $33K Ray Dalio: $24K S&P 500: $85K Read that again. The guy from The Big Short Spent [--] years calling crashes that never came. 71% wrong. Closed up shop in [----]. Cramer A Wharton study proved he underperformed the S&P in [--] out of [--] years. They literally made an ETF to inverse him it also lost money because his picks are pure randomness. Dalio The world's largest hedge fund returned 3% annually for [--] straight"  
[X Link](https://x.com/tasha463726/status/2019390875147637090)  2026-02-05T12:41Z [---] followers, [---] engagements


"Okay at least $NIO is up 10% in the pre market $BABA is up 25% and $BIDU is up 55%. Lets See How We behave at market Open"  
[X Link](https://x.com/tasha463726/status/2019391010749796798)  2026-02-05T12:41Z [---] followers, [---] engagements


"The price of $DUOL and $PATH make litterally ZERO mathematical sense Both have a free cash flow yield TODAY that outperforms treasuries EVEN IF they stopped growing revenue or improving margins forever"  
[X Link](https://x.com/tasha463726/status/2019391550133051455)  2026-02-05T12:43Z [---] followers, [---] engagements


""If you think AI is going to replace software you are ill-informed"-- Jensen Huang With that being confirmed $ZETA is not going to vanish"  
[X Link](https://x.com/tasha463726/status/2019391601651691691)  2026-02-05T12:44Z [---] followers, [---] engagements


"$GOOGL We estimate GCP will grow 71%/51% in '26/'27 with overall Google Cloud growing 61%/46% - Morgan Stanley"  
[X Link](https://x.com/tasha463726/status/2019391778043162915)  2026-02-05T12:44Z [---] followers, [--] engagements


"Did $CIFR hit oil The big one perhaps 🤔 CEO Tyler Page posts this after Google earnings released"  
[X Link](https://x.com/tasha463726/status/2019391876709892486)  2026-02-05T12:45Z [---] followers, [---] engagements


"$SPY and $GLD both down - one of them is lying"  
[X Link](https://x.com/tasha463726/status/2019395773059015028)  2026-02-05T13:00Z [---] followers, [--] engagements


"Fuck this noise. $OPEN $IREN $CIFR"  
[X Link](https://x.com/tasha463726/status/2019396534065066456)  2026-02-05T13:03Z [---] followers, [---] engagements


"Today $IREN will publish its earnings report which is a rare and significant part of a publicly traded company. The company will announce a new deal with a hyperscaler. Or it won't. The stock will either rocket up +20% or plummet -20%. Card brings card takes"  
[X Link](https://x.com/tasha463726/status/2019396694371365134)  2026-02-05T13:04Z [---] followers, [---] engagements


"I'll say this once. The fastest way to build wealth by 2028: $IREN - a $150 stock trading at $46 $RKLB - a $200 stock trading at $70 $ONDS - a $40 stock trading at $9 $HIMS - a $80 stock trading at $24 $LTRX - a $20 stock trading at $6 $VG - a $25 stock trading at $9 $TE - a $25 stock trading at $8 $AMZN - a $350 stock trading at $230 $HOOD - a $200 stock trading at $79 [--] years from now you'll be glad you saw this post. Note: This is not financial advice. https://twitter.com/i/web/status/2019402628262723592 https://twitter.com/i/web/status/2019402628262723592"  
[X Link](https://x.com/tasha463726/status/2019402628262723592)  2026-02-05T13:27Z [---] followers, [---] engagements


"1 $BTC for $67000 American Dollars. The cheaper $BTC gets the more I can buy. Goal is to acquire high 8-figures worth of Bitcoin (via $IBIT ETF) at the lows. For now we wait for that Monthly BD to appear before we begin DCA'ing"  
[X Link](https://x.com/tasha463726/status/2019459949407957338)  2026-02-05T17:15Z [---] followers, [--] engagements


"Bought some $AMZN $GOOGL and even $MSFT"  
[X Link](https://x.com/tasha463726/status/2019461141605306597)  2026-02-05T17:20Z [---] followers, [---] engagements


"Ive said it before and Ill say it again $IREN masterfully played the Bitcoin cycle and is ramping up AI at the perfect time. This is world-class execution. [--] of 1"  
[X Link](https://x.com/tasha463726/status/2019461220210741412)  2026-02-05T17:20Z [---] followers, [---] engagements


"$QQQ needs to recapture $600. Then $AMZN announces a good report in after hrs. Then we get a relief rally of 1% or so tomorrow and a $VIX down 10-15% on a VIX Crush Fridays . Just guessing"  
[X Link](https://x.com/tasha463726/status/2019461482979672220)  2026-02-05T17:21Z [---] followers, [---] engagements


"$NBIS 28% ClickHouse stake alone is worth $4.2B If you deduct the ClickHouse stake the current market cap of Nebius is $14.8B Wild selloff"  
[X Link](https://x.com/tasha463726/status/2019461748164620679)  2026-02-05T17:22Z [---] followers, [---] engagements


"$GOOG spending $185B on CapEx is super bullish for memory stocks. It also tells us were in the early innings of AI. As demand continues to outpace supply $MU margins and revenue will accelerate even more InshaAllah"  
[X Link](https://x.com/tasha463726/status/2019461824668684601)  2026-02-05T17:23Z [---] followers, [---] engagements


"Top [--] Stocks I am Eying on this Pullback: $TE: AI adoption accelerating energy gap widening solar lobby ( Elon Chamath Jensen Sundar Satya) getting louder. Messaging from White House on solar has pivoted. $AMPX: Signed domestic manufacturing partner revenue accelerating drone CAGR accelerating $BE: Off grid energy becoming premium margin expanding projecting massive sequential growth $CRDO: Leading Data center connectivity solution TAM too big for photonics to eat big tech capex acceleration confirmed by $MSFT $GOOG $META $IREN/ $CIFR / $NBIS / $WULF: Potentially more pain ahead for this"  
[X Link](https://x.com/tasha463726/status/2019462080307536078)  2026-02-05T17:24Z [---] followers, [---] engagements


"Remember $iren December equity offering details 👇 Institutions want shares for +-40/share Bottom is near Ask yourself if $cifr debt and $googl cap ex support the 🫧 thesis Pair that with progress and future deals at Horizon and Sweetwater Our time is coming"  
[X Link](https://x.com/tasha463726/status/2019462165103509948)  2026-02-05T17:24Z [---] followers, [---] engagements


"Not buying anything till $BTC starts reversing downward trend"  
[X Link](https://x.com/tasha463726/status/2019462361430589676)  2026-02-05T17:25Z [---] followers, [--] engagements


"$ARM $90 in after hrs off er yesterday. Now at $111. What a bounce on a terrible tape day nonetheless"  
[X Link](https://x.com/tasha463726/status/2019462556226642276)  2026-02-05T17:26Z [---] followers, [--] engagements


"If $EOSE finishes over $20 today I will randomly choose someone who likes this post and give them $10000. I think Im gonna keep doing this until we actually hit $20 This offer expires 11:59 PM tonight. It might be renewed tomorrow 🙏🤣"  
[X Link](https://x.com/tasha463726/status/2019463501803139576)  2026-02-05T17:29Z [---] followers, [---] engagements


"Closed my $SE and $SHOP position so I could pour it in to $PLTR. This selloff in software with Palantir being included in a range of names not creating real value with AI is WILD. Did anyone see the record earnings they put up Monday"  
[X Link](https://x.com/tasha463726/status/2019463557478224124)  2026-02-05T17:30Z [---] followers, [---] engagements


"I'm back in $RKLB Started a small position again will slowly rebuild it over time. Honestly I felt a bit empty without it"  
[X Link](https://x.com/tasha463726/status/2019463657285898451)  2026-02-05T17:30Z [---] followers, [---] engagements


"Usually markets doesnt find bottoms till Tuesdays. What does this mean for $BMNR & Crypto Today Selloff. Friday another Selloff to over the weekend. Monday another red day & Turnaround Tuesday. Fridays however is also a day where shorts cover their positions. We shall see"  
[X Link](https://x.com/tasha463726/status/2019463768472764544)  2026-02-05T17:30Z [---] followers, [--] engagements


"Market crashing $BTC or is $BTC crashing the market 😆"  
[X Link](https://x.com/tasha463726/status/2019465826735161414)  2026-02-05T17:39Z [---] followers, [--] engagements


"$SPOT looks like under [---] by tomorrow"  
[X Link](https://x.com/tasha463726/status/2019466202649653647)  2026-02-05T17:40Z [---] followers, [--] engagements


"My portfolio after BIG CHANGES and BIG RED DAYS 106k portfolio $AMD: 62K $IREN: 11K $NBIS: 9K $SOFI: 9K $HIMS: 7K $KRKNF / $PNG.V: 5K $ONDS: 3K Bought more $AMD $IREN and $NBIS yesterday who were all down 8-17%. Did you buy yesterday"  
[X Link](https://x.com/tasha463726/status/2019467396407333088)  2026-02-05T17:45Z [---] followers, [---] engagements


"$SPOT next to be killed in this AI move watch how fast it drops [---] from here in the next week"  
[X Link](https://x.com/tasha463726/status/2019467576976330777)  2026-02-05T17:46Z [---] followers, [--] engagements


"$BTC.X another buy order filled at [-----] call me crazy but i know very well what im doing"  
[X Link](https://x.com/tasha463726/status/2019467860150514029)  2026-02-05T17:47Z [---] followers, [--] engagements


"I repeat my analysis from yesterday: This is a phony AI selloff with no legs to stand on. $AMZN earnings coming later today the odds are it looks more like $META than $MSFT or $GOOG. We are very close to a potential NASDAQ bottom. The other scenario is a sustained ugly drawdown like last year in Q1 but the setup imo doesn't look like it. https://twitter.com/i/web/status/2019468061141586239 https://twitter.com/i/web/status/2019468061141586239"  
[X Link](https://x.com/tasha463726/status/2019468061141586239)  2026-02-05T17:48Z [---] followers, [---] engagements


"$NVDA isn't just selling chips; they are building an empire. 🏛 Their $2B investment into $CRWV (CoreWeave) is a massive vote of confidence for decentralized AI compute. At a $40 market cap $CRWV is the "pure play" on data center build-outs. Is it expensive Yes. Is the growth triple-digits Also yes. Auditing the hardware lifecycles is the key to this trade. 🕵♂ #Semis #Nvidia https://twitter.com/i/web/status/2019473467247120701 https://twitter.com/i/web/status/2019473467247120701"  
[X Link](https://x.com/tasha463726/status/2019473467247120701)  2026-02-05T18:09Z [---] followers, [---] engagements


"Bitcoin was supposed to be a safe haven during uncertainty but it's doing the opposite. Today: BTC -10% $ASST -11% $MSTR -14% Bitcoin has dropped dramatically. It's down about over 40% from its October [----] peak of around $126000. Today it's trading around $67000. 🤯"  
[X Link](https://x.com/tasha463726/status/2019473517729697921)  2026-02-05T18:09Z [---] followers, [---] engagements


"I dont think I could have bought my house at a better time. Rates were at their peak. Stocks were at their peak. Massive profit taking on $PLTR and other high growth names. I dont think I could have timed this much better even if I went back in time"  
[X Link](https://x.com/tasha463726/status/2019473573430059296)  2026-02-05T18:09Z [---] followers, [--] engagements


"Reggie Smith was right about $IREN all along huh I will admit that if this earnings is bad it will critically affect my belief in this company as an investment (which is not the same as its ability to execute its mission)"  
[X Link](https://x.com/tasha463726/status/2019513405150052638)  2026-02-05T20:48Z [---] followers, [---] engagements


"What does $IREN stock price do after earnings tonight Anyone buying ahead of the print"  
[X Link](https://x.com/tasha463726/status/2019514777492500671)  2026-02-05T20:53Z [---] followers, [---] engagements


"$IREN The stock has plummeted nearly 30% this week but IMO the market is completely misinterpreting this storm of bearish headlines to dump $IREN for all the wrong reasons. There are [--] bearish themes Ive seen: [--]. Rumors of Big Tech slashing capex budgets related to AI expenses. [--]. Panic over Texas reevaluating grid approvals. [--]. Bitcoin correcting. Lets start with big tech capex: This concern is just plain wrong. The street may be panicking over a potential "capex cliff" but the data shows the exact opposite. Hyperscalers are accelerating spend projecting over $600B in [----] with the vast"  
[X Link](https://x.com/tasha463726/status/2019521681426116627)  2026-02-05T21:21Z [---] followers, [----] engagements


"Just because I talk about stocks doesn't mean I have them on my portfolio or you would think I've not sold after my PT. If you want to be a part of my journey as a swing trader. You can dm privately"  
[X Link](https://x.com/tasha463726/status/2019543920636751988)  2026-02-05T22:49Z [---] followers, [--] engagements


"$IREN is in multiple advanced customer discussion Demand is stronger than ever Earnings Call"  
[X Link](https://x.com/tasha463726/status/2019547332761575534)  2026-02-05T23:03Z [---] followers, [----] engagements


"Both my top position $IREN & $AMD are down on short term fuzzy noise. The mid to long-term is where we win"  
[X Link](https://x.com/tasha463726/status/2019547825420529953)  2026-02-05T23:04Z [---] followers, [---] engagements


"$IREN below $30 👀 Down 26% in the after-hours 🔴 This reaction makes zero sense. It now trades 3x [----] ARR 🤯"  
[X Link](https://x.com/tasha463726/status/2019549826044567837)  2026-02-05T23:12Z [---] followers, [---] engagements


"$IREN has ruined my valentine plans 😤 😪"  
[X Link](https://x.com/tasha463726/status/2019550022027866158)  2026-02-05T23:13Z [---] followers, [---] engagements


"$IREN Did Dan Roberts just say that Hyperscalers want air-cooled GPUs Yeah I think I know where things went wrong"  
[X Link](https://x.com/tasha463726/status/2019550085634486705)  2026-02-05T23:13Z [---] followers, [---] engagements


"@jiahanjimliu The dump for $IREN is too much"  
[X Link](https://x.com/tasha463726/status/2019550686204305876)  2026-02-05T23:16Z [---] followers, [---] engagements


"@FernandoTatis5r $IREN can't meet up with the demands. They need more Capital to be able to deliver what's needed"  
[X Link](https://x.com/tasha463726/status/2019551546300649536)  2026-02-05T23:19Z [---] followers, [---] engagements


"All the hyperscalers are massively cranking up their capex for AI and youre selling $IREN which now has 4.5GW of SECURED power Thank you to all the panic sellers Ill keep buying more at these Black Friday prices 👍"  
[X Link](https://x.com/tasha463726/status/2019551900522389553)  2026-02-05T23:21Z [---] followers, [---] engagements


"🚨 $IREN Q2: The big picture [--]. $IREN secured 95% of the cost of the GPUs at an average interest rate of around 3%. [--]. AI Cloud grew by 137% QoQ. [--]. $IREN is targeting $3.4B in ARR by the end of [----]. [--]. $IREN grew its cash and cash equivalents to $3.2B as of December [----] compared to $1B in September [----]. [--]. With more than 4.5GW of power only 10% is required to support the 3.4B in ARR. [--]. The revenue miss has nothing to do with the major revenue segment which is AI Cloud Bullish like never before and still ALL-IN https://twitter.com/i/web/status/2019552131087540672"  
[X Link](https://x.com/tasha463726/status/2019552131087540672)  2026-02-05T23:22Z [---] followers, [---] engagements


"@FernandoTatis5r $IREN would shoot if the issue gets solved 🚀"  
[X Link](https://x.com/tasha463726/status/2019552434482475413)  2026-02-05T23:23Z [---] followers, [---] engagements


"From this $IREN Q&A session it's clear many of these "analysts" don't actually understand what's going with the company or the market it operates in. If the analysts don't understand what's going on do you think the average investor does We are still so early"  
[X Link](https://x.com/tasha463726/status/2019553507217666217)  2026-02-05T23:27Z [---] followers, [---] engagements


"@kevinxu @The_AI_Investor I figured this earlier I said why would someone with $11m go all in with $45k only"  
[X Link](https://x.com/tasha463726/status/2019631612540121117)  2026-02-06T04:37Z [---] followers, [---] engagements


"@kevinxu Kevin stop misleading new investors"  
[X Link](https://x.com/tasha463726/status/2019632132726141168)  2026-02-06T04:39Z [---] followers, [----] engagements


"@kevinxu What's going all in with $45k and you have about $11m"  
[X Link](https://x.com/tasha463726/status/2019632263592362407)  2026-02-06T04:40Z [---] followers, [---] engagements


"@bitcoinbutcher1 This is actually the best time to go all in"  
[X Link](https://x.com/tasha463726/status/2019634345150148859)  2026-02-06T04:48Z [---] followers, [---] engagements


"$IREN My take away. Adjusted EBITDA: $75.3 million. With all that mining going offline they are still cashflow positive while building massive infra. Dan is focused on cloud HPC with faster compounding returns. Any deal anouncement will pull this back above $40. Happy to hold"  
[X Link](https://x.com/tasha463726/status/2019651107514122423)  2026-02-06T05:55Z [---] followers, [---] engagements


"@mikealfred Is this good for $IREN and $CIFR"  
[X Link](https://x.com/tasha463726/status/2019666306832953714)  2026-02-06T06:55Z [---] followers, [---] engagements


"$ONDS will be a buying opportunity. $RKLB will be buying opportunity $ASTS will be buying opportunity $IREN will be buying opportunity $CIFR will be buying opportunity $EOSE will be buying opportunity $GLXY will be buying opportunity $TSLA will be buying opportunity $IONQ will be buying opportunity $QS will be buying opportunity https://twitter.com/i/web/status/2019730614040043818 https://twitter.com/i/web/status/2019730614040043818"  
[X Link](https://x.com/tasha463726/status/2019730614040043818)  2026-02-06T11:11Z [---] followers, [---] engagements


"THE [----] BIG TECH CAPEX ARMS RACE $AMZN: $200B (+52% YoY) $GOOGL: $180B (+98% YoY) $META: $125B (+74% YoY) $MSFT: $105B (+31% YoY)"  
[X Link](https://x.com/tasha463726/status/2019731145475453107)  2026-02-06T11:13Z [---] followers, [--] engagements


"Big tech plans to spend BIG on AI in [----] Heres how much big tech plans to spend on CAPEX in [----] $200 Billion - Amazon $AMZN $180 Billion - Google $GOOGL $125 Billion - Meta Platforms $META $117.5 Billion - Microsoft $MSFT $20 Billion - Tesla $TSLA $13 Billion - Apple $AAPL"  
[X Link](https://x.com/tasha463726/status/2019731322852511888)  2026-02-06T11:14Z [---] followers, [--] engagements


"$IREN: Overall narrative from [--] February [----] Earnings Call IREN is rapidly evolving into a vertically integrated AI cloud leader with de-risked flagship contract abundant demand proven execution speed and vast untapped power optionality positioning for significant re-rating as AI revenue ramps through [----]. Key Takeaways Major De-Risking of Microsoft Deal - Secured $3.6B GPU financing at 6% interest + $1.9B customer prepayments covering 95% of capex for the $9.7B Microsoft AI contract. Effective blended cost 3% described as "GPUs for next to nothing" materially boosts equity IRR and removes"  
[X Link](https://x.com/tasha463726/status/2019732050509517164)  2026-02-06T11:17Z [---] followers, [---] engagements


"I continue to be bullish on $CIFR. Although it broke down from the wedge AND the [---] fib level the bull market support band is STILL holding. As long as this holds $CIFR may head to $30+. (Just look a the last time $CIFR bounced off the bull market support band.)"  
[X Link](https://x.com/tasha463726/status/2019732250087322042)  2026-02-06T11:17Z [---] followers, [--] engagements


"$IREN & $CIFR"  
[X Link](https://x.com/tasha463726/status/2019779996835807694)  2026-02-06T14:27Z [---] followers, [---] engagements


"$NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR"  
[X Link](https://x.com/tasha463726/status/2020072995289448520)  2026-02-07T09:51Z [---] followers, [---] engagements


"Buy $IREN and sleep for six months. It's that easy. Not financial advice"  
[X Link](https://x.com/tasha463726/status/2020073122481705459)  2026-02-07T09:52Z [---] followers, [--] engagements


"My brother bought $IREN yesterday overnight at $32 he is now up 33%. This is why entry points matter"  
[X Link](https://x.com/tasha463726/status/2020084623318057168)  2026-02-07T10:38Z [---] followers, [--] engagements


"$BTC up 20% in a couple days. So many stop losses and margin traders were liquidated. Now we make the real move higher $IREN"  
[X Link](https://x.com/tasha463726/status/2020085389764047252)  2026-02-07T10:41Z [---] followers, [--] engagements


"Data center stocks are on fire today. 💥 $IREN +7.49% $CIFR +14.12% $NBIS +14.93% $CRWV +18.14% Very happy to see IREN recover from -25% After Hours yesterday to +7.49% today"  
[X Link](https://x.com/tasha463726/status/2020085736238641244)  2026-02-07T10:42Z [---] followers, [---] engagements


"$MU $NVDA "DEMAND IS SKY HIGH WILL TAKE [--] YEARS TO FIGURE OUT HOW MUCH DEMAND WE HAVE." -Jensen Huang"  
[X Link](https://x.com/tasha463726/status/2020085861808054459)  2026-02-07T10:42Z [---] followers, [---] engagements


"$IREN I thought earnings call was fine. No hyperscaler deal announced Management remains bullish on cloud and evaluating complex deals beyond bare-metal and isnt ignoring colocation opportunities. Clearly they are working on multiple multi-billion dollar opportunities want the right partner the right economics and mentioned that not rushing into deals has served them well so far (alluding to $10B $MSFT partnership). The [---] GW Oklahoma site is material news and I dont think they released that news to pump the stock they had to. I expect a deal announced by end of April. Google probably"  
[X Link](https://x.com/tasha463726/status/2020086085594783980)  2026-02-07T10:43Z [---] followers, [--] engagements


"$NVDA has added over $300B in market cap today. That move comes as $AMZN $GOOGL $META & $MSFT commit to over $620B in CapEx this year"  
[X Link](https://x.com/tasha463726/status/2020086156608593993)  2026-02-07T10:44Z [---] followers, [---] engagements


"$IREN Who sold me their shares last night at [-----] I had a limit order in and continued to fill until after hours closed. I doubled my position last night. They had a great quarter"  
[X Link](https://x.com/tasha463726/status/2020086274908987705)  2026-02-07T10:44Z [---] followers, [---] engagements


"$IREN is still treated like a Bitcoin mining company. We should expect Bitcoin's contribution to revenue to phase out and drop and for that AI contribution to slowly ramp up. $IREN's funding for the buildout is in place and management has reaffirmed those bullish targets. Don't be confused by the price action this week. In my view the sell off was overdone. https://twitter.com/i/web/status/2020208885794025541 https://twitter.com/i/web/status/2020208885794025541"  
[X Link](https://x.com/tasha463726/status/2020208885794025541)  2026-02-07T18:51Z [---] followers, [--] engagements


"FAVORITE [--] NAMES UNDER $10B [--]. $ONDS drone connectivity layer [--]. $CIFR landlord of the AI utility era [--]. $JMIA scaling logistics across Africa [--]. $LMND AI-native insurance platform [--]. $DOCN AI inference cloud for builders [--]. $CLPT navigation platform for neurosurgeons [--]. $EOSE zinc storage built for nonstop compute [--]. $NVTS powering AI data centers with GaN chips [--]. $OKLO modular nuclear power for AI data centers [--]. $TMDX expanding organ care with fleet & network effect https://twitter.com/i/web/status/2020209030262562976 https://twitter.com/i/web/status/2020209030262562976"  
[X Link](https://x.com/tasha463726/status/2020209030262562976)  2026-02-07T18:52Z [---] followers, [---] engagements


"$EOSE Expecting a strong bounce off this lower range"  
[X Link](https://x.com/tasha463726/status/2020222701466533898)  2026-02-07T19:46Z [---] followers, [--] engagements


"$ONDS is a $24 stock trading at $9. $ASTS is a $250 stock trading at $100. $IBIT is a $95 stock trading at $36. $IREN is a $90 stock trading at $40. $NOW is a $220 stock trading at $98. $AMZN is a $350 stock trading at $200. Save this to look back on later"  
[X Link](https://x.com/tasha463726/status/2020223185388495088)  2026-02-07T19:48Z [---] followers, [---] engagements


"Wall Street is making the same mistake with $AMZN it made in [----] [----] and [----]. They see $200B capex and panic. Heres what theyre missing: - $240B demand pipeline already contracted - Trainium chips now $10B+ business - Retail generating cash not burning it - Ad unit worth half a trillion - Anthropic stake (15-17%) is a hidden asset - AWS depreciation masks real economics Heavy capex looked "ugly" before Prime AWS and fulfillment too. Then these same capex investments printed money for a decade. History doesn't repeat but it rhymes. Im long $AMZN Not financial advice."  
[X Link](https://x.com/tasha463726/status/2020224197918597323)  2026-02-07T19:52Z [---] followers, [--] engagements


"If you want to make money this week. These are the [--] stocks to focus on. 👇 [--]. $MU above [---] [--]. $TSLA above [---] [--]. $NVDA above [---]. That's it. Don't chase [--] random tickers every week"  
[X Link](https://x.com/tasha463726/status/2020224755518091336)  2026-02-07T19:54Z [---] followers, [---] engagements


"The [--] best smallcaps EVERYONE should watch: [--]. $EOSE Innovative Energy-storage [--]. $KRKNF Anduril supplier Robotics [--]. $ZETA AI-Marketing [--]. $ONDS Drones Defense What others deserve this list"  
[X Link](https://x.com/tasha463726/status/2020224841157136507)  2026-02-07T19:55Z [---] followers, [---] engagements


"$CIFR Testing weekly S/R zone. Expecting a bounce"  
[X Link](https://x.com/tasha463726/status/2020225394348290419)  2026-02-07T19:57Z [---] followers, [--] engagements


"The hyperscalers are telling you exactly where the money is going. AI Compute - $IREN $CIFR $NBIS $WULF GPUs - $NVDA $AMD Networking - $AVGO $ANET $MRVL Optical/Fiber - $COHR $GLW Custom Silicon - $MRVL $AMKR $TSM Power Infrastructure - $VRT $POWL $ETN Power Generation - $BE $GEV Nuclear - $OKLO $VST $CEG Natural Gas/LNG - $VG Cooling - $VRT $MOD Energy Storage - $EOSE $ENS Edge AI - $LTRX $OSS This isn't speculation anymore. Jensen just stated that it will take [--] years to figure out how much demand we have for AI. https://twitter.com/i/web/status/2020225637085028674"  
[X Link](https://x.com/tasha463726/status/2020225637085028674)  2026-02-07T19:58Z [---] followers, [---] engagements


"$IREN price would hit $425 - $690 by [----] If you're with me like this tweet"  
[X Link](https://x.com/tasha463726/status/2020226358719443152)  2026-02-07T20:01Z [---] followers, [---] engagements


"$TSLA holding above the crucial horizontal level at $380 on my weekly Gann chart so far and thus continues to lean bullish"  
[X Link](https://x.com/tasha463726/status/2020229021498576947)  2026-02-07T20:11Z [---] followers, [--] engagements


"$HIMS versus pharma is going to make $UBER versus taxis look like Cinderella. This is the biggest disruption story since the foundation of the United States"  
[X Link](https://x.com/tasha463726/status/2020229120173699439)  2026-02-07T20:12Z [---] followers, [---] engagements


"$IREN Bernstein reiterates Outperform target of $125 and says deals ARE coming"  
[X Link](https://x.com/tasha463726/status/2020229350562623976)  2026-02-07T20:13Z [---] followers, [---] engagements


"ALL THE STOCKS WE BOUGHT THIS WEEK: [--]. $NBIS [--]. $ADUR [--]. $ONDS [--]. $OSCR [--]. $AMD [--]. $HIMS [--]. $PATH The only stock on this list that is under our buying price this week was $HIMS. The rest were great entries in my opinion right on key levels"  
[X Link](https://x.com/tasha463726/status/2020230184566497296)  2026-02-07T20:16Z [---] followers, [---] engagements


"$IREN needs to sign a colocation deal to stop trading like a meme stock"  
[X Link](https://x.com/tasha463726/status/2020230249775010292)  2026-02-07T20:16Z [---] followers, [--] engagements


"TOP [--] STOCKS STILL UNDER $10 BILLION TO WATCH [--]. $CIFR - AI utility landlord [--]. $DOCN - AWS-for-builders [--]. $LMND - AI-native insurance [--]. $OKLO - nuclear for AI [--]. $EOSE - batteries for AI compute [--]. $JMIA - Africa logistics growth [--]. $TMDX - organ care + network effects [--]. $ONDS - drone connectivity layer [--]. $NVTS - powering AI data centers [--]. $SERV - robots replacing labor [--]. $RDW - space manufacturing [--]. $LUNR - moon missions [--]. $IBRX - biotech volatility [--]. $PGY - fintech + AI underwriting [--]. $ZETA - data / marketing platform https://twitter.com/i/web/status/2020230375713145179"  
[X Link](https://x.com/tasha463726/status/2020230375713145179)  2026-02-07T20:17Z [---] followers, [---] engagements


"$ONDS quite impressive revenue growth over the past years and with their current guidance between $170 - $180 million for [----]. [----] could see over +250% in revenue growth YoY"  
[X Link](https://x.com/tasha463726/status/2020230562037002432)  2026-02-07T20:17Z [---] followers, [---] engagements


"$2 TRILLION Just these [--] American companies combined to bring in $2+ Trillion worth of Revenue in [----] Apple $AAPL $435.6B Google $GOOGL: $402.8B Microsoft $MSFT: $305.5B Amazon $AMZN $716.9B Meta Platforms $META: $201B Tesla $TSLA: $94.8B"  
[X Link](https://x.com/tasha463726/status/2020230655385493578)  2026-02-07T20:18Z [---] followers, [--] engagements


"$CIFR is one of my most bullish positions. The move was exactly as I called - we bounce off the bull market support band and $CIFR is up +16% today. I do expect some struggle at $15.39. But after that I have targets at $40+. (Look at the last time $CIFR bounced off the band.)"  
[X Link](https://x.com/tasha463726/status/2020232046518624302)  2026-02-07T20:23Z [---] followers, [---] engagements


"These are the stocks I bought this week taking advantage of the dip: $AMZN $UNH $AMD $HIMS $NBIS $OSCR"  
[X Link](https://x.com/tasha463726/status/2020232122678788186)  2026-02-07T20:24Z [---] followers, [---] engagements


"$AMZN didnt make friends while transforming e-commerce. $NFLX didnt make friends while reshaping entertainment. $UBER didnt make friends while changing transportation forever. $ABNB didnt make friends while redefining hospitality. $HIMS isnt making friends among Big Pharma. Disrupting an industry means being hated. And when they try to take you down its often a very good sign. https://twitter.com/i/web/status/2020232210112983229 https://twitter.com/i/web/status/2020232210112983229"  
[X Link](https://x.com/tasha463726/status/2020232210112983229)  2026-02-07T20:24Z [---] followers, [---] engagements


"$OKLO is still within the sell zone as it was last week from both a daily & weekly perspective. This week $OKLO set a double bottom down at $61 testing & rejecting off previous support from August. I want to see this double bottom hold here and push back towards $100 & $114 over the next few weeks creating a W shaped pattern over the next few months and pushing towards $180 & $190. HeatSeeker has the King Node at $73 for next week and $80 for the week after. As always Ill update you when we get a Buy signal What is your [----] price target for $OKLO Im posting [--] of the BEST setups in the"  
[X Link](https://x.com/tasha463726/status/2020232376241250431)  2026-02-07T20:25Z [---] followers, [---] engagements


"I think $BTC could eventually hit $500000; hence my goal is to acquire $50M+ of Bitcoin (via $IBIT) at lows. I don't think we've bottomed quite yet hoping for an entry in the mid 40s. Regardless I'll be following the Monthly BD. Last one took us from $23000 to $125000"  
[X Link](https://x.com/tasha463726/status/2020239487130059120)  2026-02-07T20:53Z [---] followers, [--] engagements


"$ZETA Pretty big breakdown this week"  
[X Link](https://x.com/tasha463726/status/2020239798125187075)  2026-02-07T20:54Z [---] followers, [--] engagements


"I've stayed very quiet over the past week when it came to all the posting about $IREN $CIFR or Crypto in general. Indeed all the drama speculation manipulation by the various diametrically apposed players was on display in earnest. The daily swings were quite intense even for this space. On IREN specifically I became evermore wary about the situation (as we approached the ER) that this moment was feeling more like a "binary" event. Deal or no Deal (place your bets) Drawing from my lengthy history of investing in Bio-tech it felt eerily familiar to awaiting FDA approval for new technology (yes"  
[X Link](https://x.com/tasha463726/status/2020239914625814893)  2026-02-07T20:55Z [---] followers, [---] engagements


"BREAKING $AMD HOLY 🐮$200m BUY🚀🚀🚀 13F Filing- AustralianSuper Pty($250B Fund) started a MASSIVE brandnew position on @AMD with [------] shares or $200000000 in [--] press BUY The FOMO in UNREAL I told you institutions have 4-9 months to FOMO in for this violent reprice AMD is the least owned Semi stock https://twitter.com/i/web/status/2020240136336994695 https://twitter.com/i/web/status/2020240136336994695"  
[X Link](https://x.com/tasha463726/status/2020240136336994695)  2026-02-07T20:55Z [---] followers, [--] engagements


"Buying $IREN now is like $NVDA at $20"  
[X Link](https://x.com/tasha463726/status/2020242454176522696)  2026-02-07T21:05Z [---] followers, [---] engagements


"$NVDA CEO Jensen Huang yesterday mentioned "We are in the once in a generation infrastructures buildout" during CNBC meeting". These stocks are supporting the next generation infrastructures buildout and has massive upside potential. [--]. $IREN [--]. $CIFR [--]. $TE [--]. $EOSE [--]. $NBIS"  
[X Link](https://x.com/tasha463726/status/2020243419013300477)  2026-02-07T21:09Z [---] followers, [---] engagements


"For the next [--] years Id rather have: $SOFI over $HOOD $ASTS over $RKLB $ZETA over $PLTR $IREN over $CIFR $GOOGL over $TSLA $HIMS over $NVO $NBIS over $CRWV $MU over $SNDK Agree or disagree with anything"  
[X Link](https://x.com/tasha463726/status/2020244332788506776)  2026-02-07T21:12Z [---] followers, [---] engagements


"$RKLB strong bounce off the weekly 20sma. I remain a firm believer that space stocks will continue in a strong uptrend up to SpaceX IPO"  
[X Link](https://x.com/tasha463726/status/2020244474853749033)  2026-02-07T21:13Z [---] followers, [---] engagements


"@sovereignsense You forgot $NBIS"  
[X Link](https://x.com/tasha463726/status/2020246817037078772)  2026-02-07T21:22Z [---] followers, [---] engagements


"@StockMKTNewz You forgot $IREN"  
[X Link](https://x.com/tasha463726/status/2020246910771032483)  2026-02-07T21:22Z [---] followers, [---] engagements


"@Venu_7_ Al compute $IREN"  
[X Link](https://x.com/tasha463726/status/2020247036822712573)  2026-02-07T21:23Z [---] followers, [--] engagements


"$OSCR Most oversold Daily RSI in [---] years today. $HIMS On Monday will have the most oversold Daily RSI ever post spac. Dire"  
[X Link](https://x.com/tasha463726/status/2020247205094080581)  2026-02-07T21:24Z [---] followers, [---] engagements


"Cash fully deployed this morning. $QQQ $IWM puts closed profits converted to cash then fully deployed I am 100% deployed now Bought: $HOOD $71 $ASTS $89 $RKLB $62 $EOSE $10.50 $NBIS $70 $TE $7.30 $JOBY $9.30 $SOFI $19 $MSTR $110 $QS $8 Incredibly thankful for this opportunity"  
[X Link](https://x.com/tasha463726/status/2020247275092754887)  2026-02-07T21:24Z [---] followers, [---] engagements


"$MSFT is likely to be the 1st big tech stock to bottom in [----]. It's approaching the target for the next [--] year cycle low which is the [---] week MA at [---] or the 1st yearly support at [---]. It's only 8.4% away from the bottom"  
[X Link](https://x.com/tasha463726/status/2020247381355151642)  2026-02-07T21:24Z [---] followers, [--] engagements


"An easy to understand semiconductor explanation for all 👀 x86 CPUs : $AMD $INTC GPUs : $NVDA $AMD $INTC Semiconductor Foundry : $TSM Samsung Foundry $iINTC HBM4 Memory : SK Hynix Samsung $MU ARM CPUs : $AAPL $QCOM $NVDA MediaTek Samsung DDR5 Memory : SK Hynix Samsung $MU FPGAs : $AMD $INTC APUs : $AMD $INTC Hope that clears everything up 😉 https://twitter.com/i/web/status/2020247508413272471 https://twitter.com/i/web/status/2020247508413272471"  
[X Link](https://x.com/tasha463726/status/2020247508413272471)  2026-02-07T21:25Z [---] followers, [---] engagements


"Big Pharma now afraid of $HIMS + X sentiment capitulating on $HIMS + Everyone forgetting about Peptides Cancer Treatments Hair restoration Blood analysis and their growing subscribers = clear Buy at the [---] WMA"  
[X Link](https://x.com/tasha463726/status/2020261325474349261)  2026-02-07T22:20Z [---] followers, [---] engagements


"$CLSK #CLSK Barely held up at the trend zone this week. A lot of damage control to do next week"  
[X Link](https://x.com/tasha463726/status/2020262908685324411)  2026-02-07T22:26Z [---] followers, [--] engagements


"BREAKING: COMPASS POINT MAINTAINS $IREN PT OF $105"  
[X Link](https://x.com/tasha463726/status/2020262971692417176)  2026-02-07T22:26Z [---] followers, [---] engagements


"Bernstein describes $IREN as "the largest vertically integrated Al Data center platform.""  
[X Link](https://x.com/tasha463726/status/2020263081234870520)  2026-02-07T22:27Z [---] followers, [---] engagements


"Service $NOW's PEG is close to [--] 😂 In other words one of the fastest growing SaaS names is trading at much cheaper valuation than banks like $JPM $GS. All because of fears that Gemini can replace them This sounds like when they said we dont need $NVDA because of Deepseek 🤡"  
[X Link](https://x.com/tasha463726/status/2020264130138022345)  2026-02-07T22:31Z [---] followers, [---] engagements


"$MU is in a special spot where its still being valued at 10x PE as a cyclical stock while it now has [--] year revenue visibility 69%+ margins and 50%+ growth. Its primary customer is now AI data centers that are expected to grow beyond [----] and no longer cyclical consumer electronics. This presents a unique opportunity to buy this stock before it rerates to a median semiconductor PE of [--]. Even a rerate to 18x basically doubles it with room to grow. https://twitter.com/i/web/status/2020265048040771975 https://twitter.com/i/web/status/2020265048040771975"  
[X Link](https://x.com/tasha463726/status/2020265048040771975)  2026-02-07T22:34Z [---] followers, [---] engagements


"The healthcare sector is extremely underpriced right now $HIMS -64% from ATH $OSCR -60% from ATH $NVO -65% from ATH $UNH -55% from ATH Absolutely insane"  
[X Link](https://x.com/tasha463726/status/2020265695662187004)  2026-02-07T22:37Z [---] followers, [---] engagements


"Chart Request: $HOOD Robinhood - Finding support before earnings on 2/10 will they beat the street👀 Coming in lower into earnings. A solid beat/forward forecast could push this much higher.🚀 BULLISH Catalysts Q4 Earnings Feb 10: -Strong beat expected history of big pre-earnings runs -Crypto boom: BTC/ETH rebound fueling trading volumes & revenue -Diversification: AI tools global crypto wealth mgmt shift -Growth: +85% EPS '25 +23% '26 projected -Analysts: Strong Buy avg PT $120-155 (45-85% upside) -High-conviction fintech play. #HOOD #Robinhood #Crypto #Fintech *This chart is frequently"  
[X Link](https://x.com/tasha463726/status/2020265927326028270)  2026-02-07T22:38Z [---] followers, [--] engagements


"Hyperscalers are grinding into power & land constraints as AI demand explodes site selection now starts with megawatts and acreage not just real estate. Securing powered land isnt optional its the infrastructure runway for the next decade of compute. ⚡🌍 $CLSK"  
[X Link](https://x.com/tasha463726/status/2020265994758050301)  2026-02-07T22:38Z [---] followers, [--] engagements


"Why does Jensen hold most of $NVDA's portfolio in $CRWV CoreWeave uses almost all their money to buy NVIDIA GPUs NVIDIA has a 75% gross margin on these GPUs What this means is that $NVDA is getting paid back almost 3/4 of their investment Theyre getting $CRWV at roughly 1/4 of the valuation https://twitter.com/i/web/status/2020272440107053318 https://twitter.com/i/web/status/2020272440107053318"  
[X Link](https://x.com/tasha463726/status/2020272440107053318)  2026-02-07T23:04Z [---] followers, [--] engagements


"The capacity race continues as Microsoft $MSFT CEO Satya Nadella announced that Microsoft added nearly [--] gigawatt of total capacity this quarter alone. $AMZN $GOOG $META $NVDA"  
[X Link](https://x.com/tasha463726/status/2020273007932109083)  2026-02-07T23:06Z [---] followers, [---] engagements


"n [--] years: $META $1000+ $AMD $450+ $NFLX $300+ $RIVN $100+ $PATH $50+ $OSCR $75+ $ZETA $100+ $NVDA $200+ $AAPL $400+ $GOOG $500+ $MSFT $700+"  
[X Link](https://x.com/tasha463726/status/2020274620629414195)  2026-02-07T23:12Z [---] followers, [---] engagements


"Our indicator has simplified trading. Blue=Buy Pink=Sell Repeat 🔁 The last time these tickers got a monthly blue diamond they went crazy: $BTC $23K to $125K (440% Return) $IONQ $15 to $60 (450% Return) $IREN $8 to $76 (850% Return) $MSTR $20 to $520 (2500% Return) $OPEN $0.60 to $10.80 (1700% Return) $PLTR $7 to $200 (2700% Return) $RKLB $5 to $100 (1900% Return) $SLV $25 to $120 (380% Return) Link in bio to access our indicator's blue diamonds 🔷 Don't miss the next parabolic run. https://twitter.com/i/web/status/2020274763566899580 https://twitter.com/i/web/status/2020274763566899580"  
[X Link](https://x.com/tasha463726/status/2020274763566899580)  2026-02-07T23:13Z [---] followers, [---] engagements


"4 AI CapEx Beneficiaries (Compute Power and Grid Infrastructure) [--]. $NBIS - benefits as hyperscaler AI CapEx fuels demand for dedicated GPU clouds and AI data centers. [--]. $IREN gains from AI compute growth that requires massive low-cost renewable power. [--]. $EOSE stands to win as AI data centers stress power grids increasing demand for long-duration energy storage [--]. $CIFR - Invests in high-power data centers and AI/HPC colocation to capture hyperscaler CapEx demand. https://twitter.com/i/web/status/2020284666788663491 https://twitter.com/i/web/status/2020284666788663491"  
[X Link](https://x.com/tasha463726/status/2020284666788663491)  2026-02-07T23:52Z [---] followers, [---] engagements


"Some moves Im staying patient for before I buy aggressively 👀 $HIMS $RDW $OSCR $COIN $DUOL All charts posted with precise entries and targets 🚀"  
[X Link](https://x.com/tasha463726/status/2020284737659761045)  2026-02-07T23:53Z [---] followers, [---] engagements


"The Ultra-Defensive 'Fortress' Portfolio 👀 .here is an example of a defensive portfolio for those seeking absolute stability: 🥤 35% Staples ( $KO $PG): Consumer giants resilient through every economic cycle. 💊 30% Healthcare ( $JNJ $ABBV): Growing dividends and capital protection. ⚡ 20% Utilities ( $NEE $DUK): The economy's backbone constant cash flow. 🏠 15% Real Estate $O: Monthly income and real estate solidity. The goal isn't to beat the market every day but to sleep soundly while your portfolio works for you. NFA. https://twitter.com/i/web/status/2020284832543035848"  
[X Link](https://x.com/tasha463726/status/2020284832543035848)  2026-02-07T23:53Z [---] followers, [--] engagements


"The furus who were posting about the "great crash" on X this week have never traded through a great crash. Hope that [--] yr chart of $SPX helps. 🔽🤣"  
[X Link](https://x.com/tasha463726/status/2020287907811209420)  2026-02-08T00:05Z [---] followers, [---] engagements

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