# ![@taubamush Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::114923222.png) @taubamush Adam Taub

Adam Taub posts on X about $soun, ai, $sym, $envx the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::114923222/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::114923222/c:line/m:interactions.svg)

- [--] Week [-----] -28%
- [--] Month [------] -31%
- [--] Months [-------] +16%
- [--] Year [---------] -68%

### Mentions: [--] [#](/creator/twitter::114923222/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::114923222/c:line/m:posts_active.svg)

- [--] Week [--] +25%
- [--] Month [--] -56%
- [--] Months [---] -3.70%
- [--] Year [---] -17%

### Followers: [-----] [#](/creator/twitter::114923222/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::114923222/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] -0.16%
- [--] Months [-----] +16%
- [--] Year [-----] +50%

### CreatorRank: [---------] [#](/creator/twitter::114923222/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::114923222/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.91% [stocks](/list/stocks)  25.23% [technology brands](/list/technology-brands)  12.15% [automotive brands](/list/automotive-brands)  4.67% [countries](/list/countries)  2.8% [cryptocurrencies](/list/cryptocurrencies)  2.8% [formula 1](/list/formula-1)  1.87% [gaming](/list/gaming)  0.93% [social networks](/list/social-networks)  0.93% [luxury brands](/list/luxury-brands)  0.93%

**Social topic influence**
[$soun](/topic/$soun) 13.08%, [ai](/topic/ai) 10.28%, [$sym](/topic/$sym) 9.35%, [$envx](/topic/$envx) #7, [$oklo](/topic/$oklo) 6.54%, [ceo](/topic/ceo) 6.54%, [$lazr](/topic/$lazr) 3.74%, [acquisition](/topic/acquisition) 3.74%, [enovix](/topic/enovix) #8, [$ai](/topic/$ai) 3.74%

**Top accounts mentioned or mentioned by**
[@patriciobrandol](/creator/undefined) [@wmthomson22](/creator/undefined) [@alphasenseinc](/creator/undefined) [@imjustalaptop](/creator/undefined) [@benitoz](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@secenforcement](/creator/undefined) [@mothercabrininy](/creator/undefined) [@jameshamblin](/creator/undefined) [@sbakermd](/creator/undefined) [@compound248](/creator/undefined) [@sama](/creator/undefined) [@openai](/creator/undefined) [@bluebirdinvest](/creator/undefined) [@ibm](/creator/undefined) [@accenture](/creator/undefined) [@palantirtech](/creator/undefined) [@realrobcopeland](/creator/undefined) [@wholemarsblog](/creator/undefined) [@capitolistpig](/creator/undefined)

**Top assets mentioned**
[SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Oklo Inc. (OKLO)](/topic/$oklo) [Luminar Technologies, Inc. Class A Common Stock (LAZR)](/topic/$lazr) [Sleepless AI (AI)](/topic/$ai) [Walmart, Inc. (WMT)](/topic/$wmt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [QuantumScape Corporation (QS)](/topic/$qs) [Fermi Inc. (FRMI)](/topic/$frmi) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [HealthSci.AI (HSAI)](/topic/$hsai) [Auroracoin (AUR)](/topic/$aur) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Mangoceuticals, Inc. (MGRX)](/topic/$mgrx) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Lucid Group Inc (LCID)](/topic/$lcid) [IonQ, Inc. (IONQ)](/topic/$ionq) [The Bancorp Inc. (TBBK)](/topic/$tbbk) [SpartanNash Co (SPTN)](/topic/$sptn) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [GE Vernova Inc. (GEV)](/topic/$gev) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [NuScale Power Corporation (SMR)](/topic/$smr) [Flare (FLR)](/topic/$flr) [The Official [--] coin (76)](/topic/$76) [IBM (IBM)](/topic/ibm) [Accenture (ACN)](/topic/accenture) [Cloudflare, Inc. (NET)](/topic/cloudflare)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@jameshamblin @SBakerMD A friend suggested some additional people to contact for a balanced article: Gary Taubes Tim Noakes Ted Naiman Zoe Harcombe Dom D'Agnostino Denise Minger Amy Berger Peter Bollerstedt Nina Teicholtz Georgia Ede Doug McGuff Virta Health"  
[X Link](https://x.com/anyuser/status/1034463577724178432)  2018-08-28T15:31Z [----] followers, [--] engagements


"With $LAZR filing Ch [--] can another western lidar maker emerge vs China Among lidar experts there's both optimism & skepticism: Is FMCW's juice worth the squeeze $HSAI $AUR $AEVA Voyant hiring Clement Nouvel from Valeo is def a positive. Good https://junkoyoshidaparis.substack.com/p/silicon-photonics-revive-lidar-battle https://junkoyoshidaparis.substack.com/p/silicon-photonics-revive-lidar-battle"  
[X Link](https://x.com/taubamush/status/2000632100735848683)  2025-12-15T18:20Z [----] followers, [---] engagements


"$GIG Hadron Energy thats a lot of PR. Twenty emails in ten minutes. Great quarter guys"  
[X Link](https://x.com/taubamush/status/2001850447204925811)  2025-12-19T03:01Z [----] followers, [---] engagements


"The hits keep coming on the questionable $SYM / ASR deal. As $SYM booked high margin revenue from $WMT in the quarter from their ASR commercial agreement (tied to the acquisition from $WMT) $SYM turned around this week and is laying off 320-390 people from ASR. 1/"  
[X Link](https://x.com/taubamush/status/1920236328408805622)  2025-05-07T21:56Z [----] followers, 12.4K engagements


"I understand the COO wearing a cleanroom suit for a video tour of the facility but taking the earnings call in a cleanroom suit gives off a gratuitous / performative vibe imo. $ENVX"  
[X Link](https://x.com/anyuser/status/1760073575573471557)  2024-02-20T22:46Z [----] followers, 49.8K engagements


"@compound248 @sama @OpenAI How dare you question my pocket Aces face BRAD"  
[X Link](https://x.com/anyuser/status/1984642546824593702)  2025-11-01T15:23Z [----] followers, 23K engagements


"$ENVX Enovix COO Ajay Marathe is retiring. He has been the face of Enovix's "Journey to Scale" even dialing into an earnings call from a Malaysian clean room in Febuary [----]. However as Enovix has pulled back on disclosures of yields and throughput over the past couple quarters Marathe has been increasingly absent. It's not a big surprise to learn of his departure. What is less well known however is that his retirement follows a slew of mid and senior level hardware employees' departures over the past year. Keep your eyes open for: 1) new risk factors when Enovix files its 10-K; and 2)"  
[X Link](https://x.com/taubamush/status/2013683316868927636)  2026-01-20T18:41Z [----] followers, [----] engagements


"Trybe Labs was founded in [----] (Sigmund NJ LLC). $HIMS acquired it for undisclosed sums of cash on hand. Billions of value added to $HIMS mkt cap. A partnership has worked out poorly so far for $MGRX Maybe Theranos wasnt wrong but was just early 🩸 https://finance.yahoo.com/news/mangoceuticals-selects-trybe-labs-nationwide-133000517.html https://finance.yahoo.com/news/mangoceuticals-selects-trybe-labs-nationwide-133000517.html"  
[X Link](https://x.com/taubamush/status/1892239334285185383)  2025-02-19T15:46Z [----] followers, [--] engagements


"@joinyellowbrick Its the Amazon of auto loans"  
[X Link](https://x.com/taubamush/status/1892697731732328808)  2025-02-20T22:07Z [----] followers, [----] engagements


"Easy acquisition for $SOUN. Huge TAM and synergies"  
[X Link](https://x.com/taubamush/status/1894366272420205029)  2025-02-25T12:38Z [----] followers, [--] engagements


"Of course of course. but maybe Peter was just a US asset transferring wealth from the KSA to hardworking American autoworkers. $LCID"  
[X Link](https://x.com/taubamush/status/1894508025651892470)  2025-02-25T22:01Z [----] followers, [--] engagements


"The timing of Siebel stepping down from $AI is suspicious at best. As is the $22 mm sale from director Jim Snabe from two months ago (see below). And of course Siebel's $21 mm sale this month. Based on information & belief this isn't a recent development. cc: @SEC_Enforcement"  
[X Link](https://x.com/taubamush/status/1894865928548164077)  2025-02-26T21:43Z [----] followers, [--] engagements


"$SOUN $CRNC cc: @AlphaSenseInc"  
[X Link](https://x.com/taubamush/status/1895211986981728354)  2025-02-27T20:38Z [----] followers, [--] engagements


"$PELOSI https://www.congress.gov/bill/118th-congress/senate-bill/58 Absolutely incredible New bill in Congress to stop insider trading: P reventing E lected L eaders O wning S ecurities I nvestments https://t.co/BB2dQcRMwy https://www.congress.gov/bill/118th-congress/senate-bill/58 Absolutely incredible New bill in Congress to stop insider trading: P reventing E lected L eaders O wning S ecurities I nvestments https://t.co/BB2dQcRMwy"  
[X Link](https://x.com/taubamush/status/1916951700575031327)  2025-04-28T20:24Z [----] followers, [---] engagements


"$TBBK But they seemed so capable 3/ As you can see from the (clearly incapable) buyer's 8-K on 5/1 the assignment was made on 4/19 prior to the 4/25 TBBK call. Go back and read the exchange at best they misled and conflated the two distinct parties at worst they outright lied $TBBK https://t.co/NDy8KyT8Xx https://t.co/BX4QTwhtlW 3/ As you can see from the (clearly incapable) buyer's 8-K on 5/1 the assignment was made on 4/19 prior to the 4/25 TBBK call. Go back and read the exchange at best they misled and conflated the two distinct parties at worst they outright lied $TBBK"  
[X Link](https://x.com/taubamush/status/1929899629489074489)  2025-06-03T13:55Z [----] followers, [---] engagements


"$SYM / C&S Welcome to the related party $SPTN 🎉 $SPTN Merger of Equals: On June [--] [----] SpartanNash Co. announced a merger agreement with C&S Wholesale Grocers with shareholders set to receive $26.90 per share in cash. This merger will make SpartanNash a wholly-owned subsidiary of C&S pending shareholder approval. $SPTN Merger of Equals: On June [--] [----] SpartanNash Co. announced a merger agreement with C&S Wholesale Grocers with shareholders set to receive $26.90 per share in cash. This merger will make SpartanNash a wholly-owned subsidiary of C&S pending shareholder approval"  
[X Link](https://x.com/taubamush/status/1937140921344336038)  2025-06-23T13:29Z [----] followers, [---] engagements


"$SYM With CFO Hibbard stepping down here are some updated allegations of wrongdoing in the class action lawsuit Traina v. Symbotic Inc. et al filed last month"  
[X Link](https://x.com/taubamush/status/1953236117383451114)  2025-08-06T23:25Z [----] followers, [----] engagements


"See you later C3 $AI - quietly removed from the IVES AI Revolution [--]. What else Buy high sell low. Total 🤡 show. $SOUN PT raised to $24 at the top. And remember the $MTTR metaverse That was awesome. You are the product. You are the exit liquidity. https://x.com/taubamush/status/1465710049603448842s=46 We are updating the IVES AI Revolution [--] list reflecting recent momentum in the AI Revolution. We are adding CrowdStrike Roblox GE Vernova and Nebius to our list of [--] tech companies that we believe will define the future of the AI theme over the coming years. 🔥🏆🐂🎯🍿"  
[X Link](https://x.com/taubamush/status/1957617543285469395)  2025-08-19T01:36Z [----] followers, [----] engagements


"A Long Track Record of Disappointment $ENVX [----] revenue expectations have fallen from $800 million at the time of the IPO ($314 million of EBITDA) to current estimates of $33 million in revenue and a loss of $88 million of EBITDA. Analysts [----] revenue consensus expectations are now $102 million which we believe Enovix will likely miss the by a large margin (barring potential future M&A). Beyond the significant delays in financial progress Enovix has a long history of announcements that have excited investors only to be soon forgotten. 6/"  
[X Link](https://x.com/taubamush/status/1961087346461561207)  2025-08-28T15:23Z [----] followers, [----] engagements


"$ENVX was founded in [----] and still has no scaled silicon anode batteries commercially available. Any early advantages the silicon anode architecture yielded at pilot scale has since been lost to stiff battery competition. Instead of legitimate commercial success Enovix has issued vague and changing disclosures and press releases which has maintained enthusiasm for the company. Their failure if it does come to pass would be wholly unremarkable as history is littered with self-described disruptive battery companies unable to muscle in against large legacy battery makers. What will be"  
[X Link](https://x.com/taubamush/status/1961087348659351998)  2025-08-28T15:23Z [----] followers, [----] engagements


"This week we start the Torah anew with Bereshit (In the Beginning). Today across the world Jews also read the Haftarah from Isaiah Chapter [--]. Reading the text from the Haftarah I was in awe. I think of the twenty hostages who finally returned from captivity in Gaza. B"H 🎗"  
[X Link](https://x.com/taubamush/status/1979681014709629053)  2025-10-18T22:48Z [----] followers, [---] engagements


"Since $ASTS never filed their definitive agreement with Verizon on an 8-K the new prospectus out is the first time details have been filed with the SEC. The language boxed in red is unchanged from previous filings and it's possible they failed to revise it in error"  
[X Link](https://x.com/taubamush/status/1980761472721645772)  2025-10-21T22:21Z [----] followers, [----] engagements


"Shame on everyone who called $OKLO a paper reactor"  
[X Link](https://x.com/taubamush/status/1981755431325421644)  2025-10-24T16:11Z [----] followers, [----] engagements


"Farewell $LAZR. Volvo Scale AI and Mercedes issues. So much hubris packed into one drop of blood. I warned you repeatedly. https://x.com/taubamush/status/1835071968246481246s=46 Luminar Technologies entered into forbearance with noteholders after skipping interest payments per 8K. Co cutting 25% workforce. CFO stepping down. Volvo to stop making Luminar products standard on its vehicles. Co suspending guidance for [--]. SEC subpoena $LAZR https://x.com/taubamush/status/1835071968246481246s=46 Luminar Technologies entered into forbearance with noteholders after skipping interest payments per 8K."  
[X Link](https://x.com/taubamush/status/1984245910310932667)  2025-10-31T13:07Z [----] followers, [----] engagements


"@BlueBird_Invest [---] Auroras in [----] Ill say under [--] by then"  
[X Link](https://x.com/taubamush/status/1985523749995888682)  2025-11-04T01:45Z [----] followers, [---] engagements


"$ENVX provided a Q3 update and is now pushing out a significant order from a smartphone maker to next year (Honor named). An analyst asked very specifically on yield / scaling progression which was a welcome question. The response from the CEO lacked specifics - no reference to UPH yields line capacity. The CEO stated that they didn't really spend much effort and energy optimizing yields which was a surprise. He stated that benchmark yields will be achieved by the time they have high volume production mid to late next year. The COO who has historically addressed manufacturing and scaling"  
[X Link](https://x.com/taubamush/status/1986209850477682960)  2025-11-05T23:11Z [----] followers, [----] engagements


"Update - $ENVX has reverted the link to the September [----] investor presentation so it includes the unit economic slide. It may have been that this link was changed in error or it could have been in response to the above tweet. This revised presentation surreptitiously updated in the two weeks following Sep [--] was never filed with the SEC. Here's the original which was filed on 9/9/25: https://www.sec.gov/ixdoc=/Archives/edgar/data/0001828318/000182831825000295/envx-20250909.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001828318/000182831825000295/envx-20250909.htm"  
[X Link](https://x.com/taubamush/status/1986522461475905828)  2025-11-06T19:53Z [----] followers, [----] engagements


"$SMR $FLR And scene"  
[X Link](https://x.com/taubamush/status/1986550709731664269)  2025-11-06T21:46Z [----] followers, [----] engagements


"Last week $SOUN reported $42 million in revenue burning $32 million of CFO in the quarter. While headline revenue growth was 68% YoY the 10-Q showed pro forma revenue decline when adjusting for M&A. Q3'25 pro forma revenue declined 11% YoY to $52.5 mm from $58.7 mm. 2/"  
[X Link](https://x.com/taubamush/status/1988192195816665090)  2025-11-11T10:28Z [----] followers, [---] engagements


"As $SOUN lapped their SYNQ3 & Amelia M&A the dog hit its ATM to acquire Interactions on 9/9/25 which contributed $5.5 mm of revenue in Q3'25. Reported revenue was down 1% vs Q2'25. But without Interactions' Sept revenue boost revenue would've declined 14% sequentially. 3/"  
[X Link](https://x.com/taubamush/status/1988192198203261004)  2025-11-11T10:28Z [----] followers, [---] engagements


"The Interactions acquisition looks like another legacy company in decline. On a standalone basis Interactions had: Q3 [----] revenue of $15.9 million down 36% YoY [--] month [----] revenue of $48.3 million down 24% YoY $SOUN paid $76 million for Interactions 1.2x 2025E revenue 4/"  
[X Link](https://x.com/taubamush/status/1988192199918641334)  2025-11-11T10:28Z [----] followers, [----] engagements


"It wasn't just M&A that flattered $SOUN. Similar to last quarter contract assets & unbilled receivables artificially inflated revenue. Adjusting for these and Interactions revenue $SOUN adj revenue declined 22% YoY a far cry from 68% headline growth 5/ https://x.com/taubamush/status/1955304582592205257s=20 https://x.com/taubamush/status/1955304582592205257s=20 https://x.com/taubamush/status/1955304582592205257s=20 https://x.com/taubamush/status/1955304582592205257s=20"  
[X Link](https://x.com/taubamush/status/1988192201827086452)  2025-11-11T10:28Z [----] followers, [---] engagements


"$SOUN continues to dilute investors hitting its ATM in the quarter for another [--] million shares. Annual dilution is 14% and counting. 6/"  
[X Link](https://x.com/taubamush/status/1988192204041728428)  2025-11-11T10:28Z [----] followers, [----] engagements


"Four $SOUN execs adopted fresh 10b5-1 trading plans in the quarter with [---] million shares expected to be sold in the coming months $110 million at current prices. And these execs are hardly short on cash as insider selling over the past [--] months has been significant. 7/"  
[X Link](https://x.com/taubamush/status/1988192206256304581)  2025-11-11T10:28Z [----] followers, [----] engagements


"$SOUN is a cash burning business in decline. $NVDA is long gone choosing to focus on real AI partners. But at least $SOUN has its trusted partner Red Lobster AI. Even with M&A and balance sheet games $SOUN's reported growth has decelerated and organic growth is negative. 8/"  
[X Link](https://x.com/taubamush/status/1988192209250959784)  2025-11-11T10:28Z [----] followers, [---] engagements


"At $14.50 $SOUN has a TEV of $6.1 billion - 36x [----] revenue. When investors start discerning real AI winners from fake AI trash the market will be unforgiving. In the meantime $SOUN will continue diluting shareholders - raising cash to acquire another dog with fleas creating the illusion of growth and keeping the game going just a little longer. /fin"  
[X Link](https://x.com/taubamush/status/1988192211255877750)  2025-11-11T10:28Z [----] followers, [----] engagements


"$SYM / GreenBox says hold my beer 🐢🐢🐢 Omg this is unbelievable ⚠ - SoftBank booked gains on OpenAI shares by designating VisionFund2 to underwrite the second investment tranche at 500bn$ value that SBG cannot pay and created a Forward Derivative contract worth 8bn$ (all gains) out of thin air HOW IS THIS LEGAL https://t.co/P5YQiklQLH Omg this is unbelievable ⚠ - SoftBank booked gains on OpenAI shares by designating VisionFund2 to underwrite the second investment tranche at 500bn$ value that SBG cannot pay and created a Forward Derivative contract worth 8bn$ (all gains) out of thin air HOW"  
[X Link](https://x.com/taubamush/status/1988258480684446182)  2025-11-11T14:52Z [----] followers, [----] engagements


"A sure way for @IBM @Accenture @PalantirTech pvt equity or other companies to destroy value would be to buy $AI a money losing consulting biz in decline (during the greatest AI boom in history) w/questionable accounting repping as a fake AI company. https://www.reuters.com/world/c3-ai-weighs-sale-after-founder-ceo-siebel-steps-aside-sources-say-2025-11-10/ https://www.reuters.com/world/c3-ai-weighs-sale-after-founder-ceo-siebel-steps-aside-sources-say-2025-11-10/"  
[X Link](https://x.com/taubamush/status/1988280126426231031)  2025-11-11T16:18Z [----] followers, [---] engagements


"$OKLO this was quite the rambling answer to a straightforward question. Some of this is simply the CEO's style. Please read and decide for yourself"  
[X Link](https://x.com/taubamush/status/1988462807382462861)  2025-11-12T04:24Z [----] followers, [----] engagements


"$SYM CEO Rick Cohen Softbank's Masa and $WMT CEO Doug McMillon in a Mexican standoff on who will sell Symbotic shares and open up the float. hat tip ZT for the idea and Masa for. funding it"  
[X Link](https://x.com/taubamush/status/1988703738056569165)  2025-11-12T20:21Z [----] followers, [----] engagements


"TLDR: Gross profit margins excluding costs are well really high Premium: This is Vol [--] of the Hater's Guide To The AI Bubble an 18k word guide to the major public/private players in AI incl. why ads won't save OpenAI why vibe coding is a scam and how we must hold every booster accountable once the bubble bursts. https://t.co/29rB2cpID9 Premium: This is Vol [--] of the Hater's Guide To The AI Bubble an 18k word guide to the major public/private players in AI incl. why ads won't save OpenAI why vibe coding is a scam and how we must hold every booster accountable once the bubble bursts."  
[X Link](https://x.com/taubamush/status/1989435833833984252)  2025-11-14T20:50Z [----] followers, [----] engagements


"Choose your fighter really https://www.wsj.com/tech/ai/yann-lecun-ai-meta-0058b13cst=CmjQKj&reflink=article_imessage_share https://www.wsj.com/tech/ai/yann-lecun-ai-meta-0058b13cst=CmjQKj&reflink=article_imessage_share"  
[X Link](https://x.com/taubamush/status/1989557759579484240)  2025-11-15T04:55Z [----] followers, [---] engagements


"@patriciobrandol @wmthomson22 I dont think so. I have a list of several people I do suspect though"  
[X Link](https://x.com/taubamush/status/1990159415270592926)  2025-11-16T20:45Z [----] followers, [---] engagements


"I dont think its a Ponzi scheme. I do think there are some paid promoters but you dont appear to be one of them. I do think there was market manipulation when the company purchased back shares above $10.50 and pulled forward the expiration on the warrant dividend. My work over the past few years freely shared here is pretty comprehensive on the tech product and manufacturing challenges. ymmv"  
[X Link](https://x.com/taubamush/status/1990177824897204506)  2025-11-16T21:59Z [----] followers, [---] engagements


"@ImJustALaptop @wmthomson22 @patriciobrandol Ah yes. polaris. 🪫"  
[X Link](https://x.com/taubamush/status/1990240462750503141)  2025-11-17T02:07Z [----] followers, [--] engagements


"@ImJustALaptop @wmthomson22 @patriciobrandol No Ponzi scheme. Just a pay to play lab"  
[X Link](https://x.com/taubamush/status/1990246878269833217)  2025-11-17T02:33Z [----] followers, [--] engagements


"@ImJustALaptop @wmthomson22 @patriciobrandol Sorry grok is wrong. Do some research"  
[X Link](https://x.com/taubamush/status/1990250146458915102)  2025-11-17T02:46Z [----] followers, [--] engagements


"$LAZR Volvo learned an important lesson this episode: Dont commit your autonomy future to a wunderkind with no manufacturing experience in exchange for worthless shares. ⚓"  
[X Link](https://x.com/taubamush/status/1990447028930011241)  2025-11-17T15:48Z [----] followers, [----] engagements


"$SOUN 8-K/A. It's almost as though SoundHound "AI" withheld the standalone and pro forma Interactions financials intentionally. Why 🐕 What happens to a filing amended Does it dry up like a raisin in the sun Or fester like a sore -- and then run. Or does it explode 🌭"  
[X Link](https://x.com/taubamush/status/1990472527706272213)  2025-11-17T17:30Z [----] followers, [----] engagements


"Just read The Fund by @realrobcopeland. More dystopian and cult like than I thought possible and Im pretty cynical. It really is like a multidecade episode of Black Mirror"  
[X Link](https://x.com/taubamush/status/1990534323171475773)  2025-11-17T21:35Z [----] followers, [---] engagements


"@MotherCabriniNY You should see whats going on in terms of turnover in Fremont. 🪫"  
[X Link](https://x.com/taubamush/status/1990593844086518068)  2025-11-18T01:32Z [----] followers, [---] engagements


"$NET Cloudflare outage really messed with my morning routine"  
[X Link](https://x.com/taubamush/status/1990788356637429860)  2025-11-18T14:25Z [----] followers, [---] engagements


"@WholeMarsBlog https://x.com/taubamush/status/1824523324141212037 https://x.com/taubamush/status/1824523324141212037"  
[X Link](https://x.com/taubamush/status/1991197266137284834)  2025-11-19T17:29Z [----] followers, [---] engagements


"If you could build a cash incinerating fire fueled by Form 144s filed in one day the Quantumscape fire would burn brightest. $QS 🪫"  
[X Link](https://x.com/taubamush/status/1991202805265174892)  2025-11-19T17:51Z [----] followers, [----] engagements


"$NVDA selling more GPUs is really good for NVIDIA but also for near zero revenue quantum companies. Right"  
[X Link](https://x.com/taubamush/status/1991353686879269307)  2025-11-20T03:51Z [----] followers, [---] engagements


"$FRMI / Cantor One of the clearest conflicts of interest yet. AI clearly hallucinated this statement: The fact of the matter is that the only special interest guiding Secretary Lutnick and the rest of the Trump administrations decision-making is the best interest of the American people said Kush Desai a White House spokesman. https://www.nytimes.com/2025/11/20/us/politics/howard-lutnick-family-ai.htmlsmid=nytcore-ios-share https://www.nytimes.com/2025/11/20/us/politics/howard-lutnick-family-ai.htmlsmid=nytcore-ios-share"  
[X Link](https://x.com/taubamush/status/1991712674816934271)  2025-11-21T03:38Z [----] followers, [---] engagements


"$ORGO activism 🏆🏆🏆 @CapitolistPig @johnarnold I'm also now banned from all industry wound care conferences because of what I did. 😆 @johnarnold https://t.co/XzxVlIwCIw @CapitolistPig @johnarnold I'm also now banned from all industry wound care conferences because of what I did. 😆 @johnarnold https://t.co/XzxVlIwCIw"  
[X Link](https://x.com/taubamush/status/1991974086508171466)  2025-11-21T20:56Z [----] followers, [---] engagements


"Cantor Fitzgerald would like to hire you as a senior managing director to prepare its clients for their IPO journeys 👇 IF I wanted to trick my investors then here is what I would do: -Constantly change metric definitions -Regularly update how I present financials and what metrics I show -Count everything as ARR (POCs one-time stuff dont reduce for one-time discounts use exit rate etc) IF I wanted to trick my investors then here is what I would do: -Constantly change metric definitions -Regularly update how I present financials and what metrics I show -Count everything as ARR (POCs one-time"  
[X Link](https://x.com/taubamush/status/1992668424678568041)  2025-11-23T18:55Z [----] followers, [---] engagements


"@pennycheck $FLNC Hope springs eternal for this low margin commodity battery integrator. Big back half guide in [----] - 1H not so much. Just like this year was supposed to be. 🪫"  
[X Link](https://x.com/taubamush/status/1993159170472972320)  2025-11-25T03:25Z [----] followers, [---] engagements


"$SYM with a big move on earnings but is still primarily a low margin EPC with basically a single customer and decelerating growth. $WMT and $SYM architected a questionable transaction in January [----] for the ASR business. Without the contribution from ASR (mid to high single digit % of revenue) Symbotics revenue would have been flat YoY and who knows about flow through given most of the ASR team was let go. $SYM preferred not to address ASR margins on the call. Meanwhile SBC add backs to adj EBITDA fool investors for only so long"  
[X Link](https://x.com/taubamush/status/1993501231986438289)  2025-11-26T02:05Z [----] followers, [----] engagements


"Meanwhile Menlo Park gas comes with a liquidation preference: $6.30-$6.80. SAN FRANCISCO TODAY: $4.60 to $4.90 average per AAA. SAN FRANCISCO TODAY: $4.60 to $4.90 average per AAA"  
[X Link](https://x.com/taubamush/status/1993536349731958983)  2025-11-26T04:24Z [----] followers, [---] engagements


"$OKLO Last week I spoke with a veteran nuclear engineer at one of Oklo's SMR competitors. Excerpts below via @AlphaSenseInc"  
[X Link](https://x.com/taubamush/status/1993774588581564715)  2025-11-26T20:11Z [----] followers, [----] engagements


"@Loving_pharma @AlphaSenseInc X-Energy just raised capital - presumably at a higher valuation. I would assume the same for Kairos. https://techcrunch.com/2025/11/24/x-energy-rides-nuclear-wave-raises-700m-series-d/ https://techcrunch.com/2025/11/24/x-energy-rides-nuclear-wave-raises-700m-series-d/"  
[X Link](https://x.com/taubamush/status/1993801611165225467)  2025-11-26T21:58Z [----] followers, [---] engagements


"$TSLA raising the bar for solid state and for BESS not just EVs 📄 The patent US20250357544 filed by Tesla with renowned battery researcher Jeff Dahn listed as a lead inventor details a significant breakthrough in battery chemistry 🔋 🔬 The core innovation introduces a new type of liquid electrolyte designed to make Lithium-ion batteries https://t.co/Sp6K6ETfWV 📄 The patent US20250357544 filed by Tesla with renowned battery researcher Jeff Dahn listed as a lead inventor details a significant breakthrough in battery chemistry 🔋 🔬 The core innovation introduces a new type of liquid"  
[X Link](https://x.com/taubamush/status/1994609379220623771)  2025-11-29T03:28Z [----] followers, [----] engagements


"$SOUN has been removed from the IVES AI [--] this quarter. $SOUN is down 43% YTD. $AI is down 59% YTD. It was removed last quarter from the AI [--]. So much winning. Never forget that youre the product.🤡🐕 https://x.com/taubamush/status/1899895683215483298s=46 We are also making quarterly adjustments to the IVES AI [--] winner list into 2026; removing SoundHound (SOUN) ServiceNow (NOW) and Salesforce (CRM) while adding CoreWeave (CRWV) Iren Limited (IREN) and Shopify (SHOP) 🍿🐂🔥🏆👇 https://t.co/xD1vqSZNT9 https://x.com/taubamush/status/1899895683215483298s=46 We are also making quarterly"  
[X Link](https://x.com/taubamush/status/1995688659157405921)  2025-12-02T02:57Z [----] followers, [----] engagements


"Interesting @jmalchow removed Enovix from his bio. Hard to blame him. Im going to follow you at least temporarily so you can reply to all my old Enovix research. Have at it but Ill block if youre a jerk. The fact I havent blocked yet tells me you havent been. Here was the tell for me icyi. https://twitter.com/i/web/status/1995875792946168150 https://twitter.com/i/web/status/1995875792946168150"  
[X Link](https://x.com/taubamush/status/1995875792946168150)  2025-12-02T15:20Z [----] followers, [---] engagements


"The CEO is very well compensated to stick around so is unlikely to go anywhere. Its my belief that hes quite eager to sell his shares though. I was surprised he didnt file a fresh 10b5-1 plan last quarter. I suspect that the timing of the warrant dividend and convert precluded him from doing so based on an abundance of legal caution. My best guess is that he entered into a new one shortly after the 10-Q was out which would need to be disclosed in the 10-K in early [----]. If he sells shares in Feb/March [----] would you change your mind"  
[X Link](https://x.com/taubamush/status/1995883478311993753)  2025-12-02T15:51Z [----] followers, [--] engagements


"$SYM You know things are in uncharted territory when investors preen for a downgrade GS delivers and it actually has follow through. The chefs kiss will be if GS still gets the next offering. 👏 Mark Goldman Sachs Downgrades $SYM to Sell from Neutral PT $47 Analyst comments: "While Symbotic's warehouse automation technology has been very well received by Walmart (and Walmart has already placed orders for all of its [--] regional distribution centers in the US with Symbotic Goldman Sachs Downgrades $SYM to Sell from Neutral PT $47 Analyst comments: "While Symbotic's warehouse automation"  
[X Link](https://x.com/taubamush/status/1995893680050405671)  2025-12-02T16:31Z [----] followers, [----] engagements


"@mwscott004 No - more of a will they / wont they on a secondary offering. One of lifes great mysteries"  
[X Link](https://x.com/taubamush/status/1995941447225462815)  2025-12-02T19:41Z [----] followers, [---] engagements


"Chefs kiss for GS Masa blinks after all. We could say that this was all predictable ex ante but it really wasnt. $SYM"  
[X Link](https://x.com/taubamush/status/1996343048641655232)  2025-12-03T22:17Z [----] followers, [----] engagements


"$SYM GreenBox activity may be accelerating just not in the way that Cowen thought. Sometimes the tell is in what is omitted the dog that didnt bark. Beyond parody $sym https://t.co/kpUlpTPwBh Beyond parody $sym https://t.co/kpUlpTPwBh"  
[X Link](https://x.com/taubamush/status/1996380371605475465)  2025-12-04T00:45Z [----] followers, [----] engagements


"While Huang didn't name any specific nuclear companies $NVDA has already shown that its preferred partner for SMRs is likely TerraPower. $NVDA invested in it this past summer. TerraPower's target for commercialization is [----] which aligns with Huang's 6-7 year timeline. https://www.ans.org/news/article-7590/nrc-completes-safety-review-for-terrapowers-kemmerer-project/ https://www.ans.org/news/article-7590/nrc-completes-safety-review-for-terrapowers-kemmerer-project/"  
[X Link](https://x.com/taubamush/status/1996637094777958867)  2025-12-04T17:45Z [----] followers, [---] engagements


"$OKLO announces a huge $1.5 billion sale of Aurora Powerhouse nuclear reactors. I mean shares through an ATM. Never forget what product they've been selling so far"  
[X Link](https://x.com/taubamush/status/1996703739781304690)  2025-12-04T22:10Z [----] followers, [----] engagements


"Im still scratching my head on this one. NEWS: Subaru has announced that its new EV called the Uncharted will start at $34995 when U.S. deliveries start in early [----]. Range: [---] miles NACS charging port up to [---] kW [---] mph: Under 5s 74.7kWh battery Ground clearance: 8.2" 10% to 80% charge in [--] https://t.co/HnvszTZEWN NEWS: Subaru has announced that its new EV called the Uncharted will start at $34995 when U.S. deliveries start in early [----]. Range: [---] miles NACS charging port up to [---] kW [---] mph: Under 5s 74.7kWh battery Ground clearance: 8.2" 10% to 80% charge in 30"  
[X Link](https://x.com/taubamush/status/1998777284413559062)  2025-12-10T15:30Z [----] followers, [---] engagements


"@Adrian_H Most in the battery industry knows that battery cycle testing takes time. Its sad that it took the CEO of a battery company three years to acknowledge this publicly. Executives have been very well compensated while they learned battery basics on shareholders capital. $ENVX Manufacturing scaling and then testing before ultimately selling new battery chemistries takes years not months. Aubert provided some details as to why. $ENVX $AMPX $QS 2/n https://t.co/stwLAiuZZ3 Manufacturing scaling and then testing before ultimately selling new battery chemistries takes years not months."  
[X Link](https://x.com/taubamush/status/1999053028436123661)  2025-12-11T09:45Z [----] followers, [----] engagements


"I dont think so. I recommend watching the fireside chat. I think this is the first time the CEO has been honest about the challenges of getting the product right and how testing contributes to the long development cycles. I have been sharing diligence forever that bringing a semiconductor mindset to batteries doesnt translate that well. I thought it was a damning confession in the fireside chat to acknowledge the differences"  
[X Link](https://x.com/taubamush/status/1999137763514634459)  2025-12-11T15:22Z [----] followers, [--] engagements


"$FRMI This is a bet on two forms of power gigawatts and political power. Fermi is attempting to use the second to generate the first. The acute need for energy by every hyperscaler neocloud and AI company created a market environment where Fermi a recently formed company with no revenue a land lease some gas turbines and a hyperscaler MOU was able to IPO as a REIT at a $13 billion valuation. The main driver has been political power. Rick Perry with the assist from Lutnick Hesgeth and others created the perception that Fermi was too powerfully connected to be stopped. They forced the IPO"  
[X Link](https://x.com/taubamush/status/1999643397834105243)  2025-12-13T00:51Z [----] followers, [----] engagements


"Today was dark for the global Jewish community. Hanukkah reminds us that the antidote is light. Living with pride and being a light among nations. Chag sameach Hanukkah"  
[X Link](https://x.com/taubamush/status/2000448310528635130)  2025-12-15T06:10Z [----] followers, [---] engagements


"Battery prices keep falling. The Volta Foundation continues to be an invaluable source for battery news / connecting with battery professionals. You can signup for their weekly newsletter here. $ENVX $QS $SLDP $AMPX $FLNC $EOSE $GWH $NEE $AES 🔋🪫🔋🪫 https://volta.foundation/battery-news https://volta.foundation/battery-news"  
[X Link](https://x.com/taubamush/status/2000789248686088569)  2025-12-16T04:45Z [----] followers, [----] engagements


"$LAZR bankruptcy details. We now have confirmation from Luminars restructuring officer that Mercedes walked away from their 2/22/23 multi-billion dollar deal for $LAZR Iris in 11/24. The disclosures were misleading with scienter from the beginning 👇 https://techcrunch.com/2025/12/16/how-luminars-doomed-volvo-deal-helped-drag-the-company-into-bankruptcy/ https://techcrunch.com/2025/12/16/how-luminars-doomed-volvo-deal-helped-drag-the-company-into-bankruptcy/ https://techcrunch.com/2025/12/16/how-luminars-doomed-volvo-deal-helped-drag-the-company-into-bankruptcy/"  
[X Link](https://x.com/taubamush/status/2001048838849880098)  2025-12-16T21:56Z [----] followers, [----] engagements


"@benitoz Sadly it burned down"  
[X Link](https://x.com/taubamush/status/2001061265767325876)  2025-12-16T22:45Z [----] followers, [---] engagements


"@benitoz https://nypost.com/2025/01/11/entertainment/125m-succession-mansion-destoryed-in-la-wildfires-most-expensive-home-in-the-palisades-had-18-beds-rented-for-450k-per-month/ https://nypost.com/2025/01/11/entertainment/125m-succession-mansion-destoryed-in-la-wildfires-most-expensive-home-in-the-palisades-had-18-beds-rented-for-450k-per-month/"  
[X Link](https://x.com/taubamush/status/2001061581795291333)  2025-12-16T22:47Z [----] followers, [---] engagements


"@benitoz I havent independently verified this but I dont think it was particularly well insured"  
[X Link](https://x.com/taubamush/status/2001062032641298909)  2025-12-16T22:49Z [----] followers, [--] engagements


"$OKLO Form 144s out today. CEO / COO sales expected in time for Christmas. Approximately $47 million of gross proceeds for each"  
[X Link](https://x.com/taubamush/status/2003306959550971980)  2025-12-23T03:29Z [----] followers, [----] engagements


"Merry Christmas 🎄"  
[X Link](https://x.com/taubamush/status/2003891797639287101)  2025-12-24T18:13Z [----] followers, [---] engagements


"A Christmas miracle 🚀"  
[X Link](https://x.com/taubamush/status/2003988514795614235)  2025-12-25T00:37Z [----] followers, [---] engagements


"Some history on the Jewish tradition of Chinese food on Christmas icyi 🎄🥠✝✡ https://www.jpost.com/judaism/article-881305 https://www.jpost.com/judaism/article-881305"  
[X Link](https://x.com/taubamush/status/2004248621160775884)  2025-12-25T17:51Z [----] followers, [---] engagements


"Great range and charge time from potential Samsung SDI solid state battery. Silver carbon anodes sound expensive though. Samsung announced its gearing up to produce solid-state EV batteries next year that could deliver about [---] miles of range and recharge in around [--] minutes far exceeding typical lithium-ion performance. These batteries use safer solid electrolytes and are part of a partnership https://t.co/d8KMhAC6Gu Samsung announced its gearing up to produce solid-state EV batteries next year that could deliver about [---] miles of range and recharge in around [--] minutes far exceeding"  
[X Link](https://x.com/taubamush/status/2004574020227006836)  2025-12-26T15:24Z [----] followers, [---] engagements


"When there are no laws or consequences. Nothing is true and everything is possible $QBTS Breaking: So right after this hype announcement by $QBTS CEO Alan Baratz sold another $23.9M in shares. Both the CEO and CFO sold stock immediately following D-Waves major CES announcement 👀 CFO John Markovich Exercised [------] options @ $0.92 Sold [------] shares @ https://t.co/rGnRTNW3T9 Breaking: So right after this hype announcement by $QBTS CEO Alan Baratz sold another $23.9M in shares. Both the CEO and CFO sold stock immediately following D-Waves major CES announcement 👀 CFO John Markovich Exercised"  
[X Link](https://x.com/taubamush/status/2004638645928812753)  2025-12-26T19:41Z [----] followers, [----] engagements


"Auto OEMs pulling back from CES per Augustin Friedel (SDV at Porsche). Plenty of suppliers attending. AISpeech Co. is there (one of the big Chinese based auto voice AI cos). $SOUN without much to share will show off its OpenTable integration. 🐕 https://www.linkedin.com/posts/friedel_ces2026-ces2026-ces-activity-7411016867311517696-fMqcutm_source=share&utm_medium=member_ios&rcm=ACoAAAAv69ABESf9NGST-S8dj78ViNpfaxeFgz4 https://www.linkedin.com/posts/friedel_ces2026-ces2026-ces-activity-7411016867311517696-fMqcutm_source=share&utm_medium=member_ios&rcm=ACoAAAAv69ABESf9NGST-S8dj78ViNpfaxeFgz4"  
[X Link](https://x.com/taubamush/status/2005473255042457663)  2025-12-29T02:57Z [----] followers, [---] engagements


"Acquisition or non-exclusive licensing agreement acquihire Manus is entering the next chapter: were joining forces with Meta to take general agents to the next level. Full story on our blog: https://t.co/huPrnbITCi Manus is entering the next chapter: were joining forces with Meta to take general agents to the next level. Full story on our blog: https://t.co/huPrnbITCi"  
[X Link](https://x.com/taubamush/status/2005770354019774750)  2025-12-29T22:38Z [----] followers, [---] engagements


"RT @ftenergy: Mini nuclear reactors are already losing their glow https://ft.trib.al/WV0159z https://ft.trib.al/WV0159z"  
[X Link](https://x.com/taubamush/status/2005909498737602975)  2025-12-30T07:51Z [----] followers, [--] engagements


"$BE Double-Double Bloom style"  
[X Link](https://x.com/taubamush/status/2006414218879447136)  2025-12-31T17:16Z [----] followers, [----] engagements


"$OKLO where's the 8-K $META announced nuclear projects on Friday with TerraPower $OKLO and $VST. The agreement appears material for $OKLO. The company has yet to file an 8-K. Oklo's press release stated "The agreement provides a mechanism for Meta to prepay for power and provide funding to advance project certainty for Oklos Aurora powerhouse deployment." In the fact sheet Oklo described the customer prepayment as: "A multi-billion-dollar investment over the long-term clean energy agreement" This comment is vague at best and arguably willfully misleading. In sell-side notes that came out"  
[X Link](https://x.com/taubamush/status/2010812950924443910)  2026-01-12T20:35Z [----] followers, [----] engagements


"$OKLO update - after four business days no 8-K was filed. So what do you think a) Oklo violated Reg FD and failed to file an 8-K for a material agreement which can trigger a cascade of regulatory legal and financial consequences b) In reality this wasnt a material agreement and/or is sufficiently conditional that an 8-K isnt necessary (Reg FD may still have been violated) c) Other cc: @SEC_Enforcement https://twitter.com/i/web/status/2012004135537643578 https://twitter.com/i/web/status/2012004135537643578"  
[X Link](https://x.com/taubamush/status/2012004135537643578)  2026-01-16T03:29Z [----] followers, [----] engagements


"I agree with 80% of what almost everyone says. If you find yourself disagreeing with someone almost all the time you may not be thinking critically about ideas but just judging people"  
[X Link](https://x.com/taubamush/status/1486783615010697218)  2022-01-27T19:30Z [----] followers, [--] engagements


"Neither the home owner nor the ferret was wearing a mask. Most accurate depiction of Californian legal system. https://t.co/s4FmdjRjZO Most accurate depiction of Californian legal system. https://t.co/s4FmdjRjZO"  
[X Link](https://x.com/taubamush/status/2004602985952018655)  2025-12-26T17:19Z [----] followers, [---] engagements


"1.5x EBITDAMP* whats the catch Private equity guys getting ready to roll up Somali daycare centers https://t.co/omO0JB26kC Private equity guys getting ready to roll up Somali daycare centers https://t.co/omO0JB26kC"  
[X Link](https://x.com/taubamush/status/2005411510261358929)  2025-12-28T22:52Z [----] followers, [---] engagements


"RT @USAmbUN: The people of Iran want freedom. They have suffered at the hands of the Ayatollahs for too long. We stand with Iranians in t"  
[X Link](https://x.com/taubamush/status/2006080802237591627)  2025-12-30T19:11Z [----] followers, [----] engagements


"Cross Purposes: Christianity's Broken Bargain with Democracy by @jon_rauch This was the final book I read in [----]. I recommend it. Too many takeaways to summarize but two key points that stood out for me: 1) Don't be afraid. Politics and everyday life are rife with fear-driven motivation. Social media preys on and amplifies this. 2) Don't compartmentalize your morality. This was captured in a quote paraphrased from @DavidAFrench "I'm a jerk online / in business / in politics but you should see me at the soup kitchen" (excerpt from a podcast not from the book) Can Christianity get its act"  
[X Link](https://x.com/taubamush/status/2006429930649973118)  2025-12-31T18:19Z [----] followers, [---] engagements


"Wishing everyone a happy healthy and prosperous year ahead 🎉🍾"  
[X Link](https://x.com/taubamush/status/2006531458878550128)  2026-01-01T01:02Z [----] followers, [---] engagements


"Esthers of the world rise up Hamedan is one of my ancestral cities. I am a daughter of Esther whose tomb is in this video and also of Cyrus the Great who liberated my ancestors. Hamedan my beautiful home is under siege by a brutal terrorist army and my people are being killed yet fighting like lions and https://t.co/lUbzUGzLAI Hamedan is one of my ancestral cities. I am a daughter of Esther whose tomb is in this video and also of Cyrus the Great who liberated my ancestors. Hamedan my beautiful home is under siege by a brutal terrorist army and my people are being killed yet fighting like"  
[X Link](https://x.com/taubamush/status/2006592983353991609)  2026-01-01T05:07Z [----] followers, [---] engagements


"Plan for 2026"  
[X Link](https://x.com/taubamush/status/2007598352888934749)  2026-01-03T23:42Z [----] followers, [---] engagements


"RT @ksadjadpour: Shocking: As many as [-----] people could have been killed in the streets of Iran on Jan. [--] and [--] alone two senior offici"  
[X Link](https://x.com/taubamush/status/2015339182647083365)  2026-01-25T08:21Z [----] followers, [----] engagements

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