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[@almost_vampire](/creator/twitter/almost_vampire)
"It fits the CHIPS incentives and the N2 roadmap and it pushes more leading-edge capacity onto U.S. soil. Biggest swing factors are power and people grid hookups water and the technician pipeline. If those clear tool makers like $AMAT $LRCX $ASML and packaging partners should stay busy in the next build cycle"  
[X Link](https://x.com/almost_vampire/status/1978828450510119098) [@almost_vampire](/creator/x/almost_vampire) 2025-10-16T14:20Z XXX followers, 1107 engagements


"Market open🛎: The Dow is up XXXX% the S and P XXX is down XXXX% and the Nasdaq is down 0.53%. GLP-1 names slipped after Trump said weight-loss drug prices will come down $NVO down over X% $LLY down over 3%. Bank stocks eased $DB down over X% $BCS down over 2%. #StockMarket"  
[X Link](https://x.com/almost_vampire/status/1979181222682128853) [@almost_vampire](/creator/x/almost_vampire) 2025-10-17T13:42Z XXX followers, XXX engagements


"Feels like a tone-down after tariff saber-rattling and tighter export-control chatter. Markets read this as de-escalation risk for now but the path still depends on tariff scope carve-outs and any signals on tech and critical materials. Watch China-exposed names and safe-haven flows"  
[X Link](https://x.com/almost_vampire/status/1979183346887311433) [@almost_vampire](/creator/x/almost_vampire) 2025-10-17T13:50Z XXX followers, 1251 engagements


"Drone and air-mobility names caught a bid. $AIRO jumped around ten percent $ACHR around nine percent and $UAVS plus $JOBY around six percent. Policy backdrop helps: the FAAs BVLOS rulemaking is out for comment to open routine commercial drone ops while Washingtons scrutiny of Chinese drones keeps onshoring in focus. On the eVTOL side $ACHR just bought Liliums patent portfolio and $JOBY keeps moving through its final FAA testing steps"  
[X Link](https://x.com/almost_vampire/status/1978821431606530114) [@almost_vampire](/creator/x/almost_vampire) 2025-10-16T13:52Z XXX followers, XXX engagements


"Rare earths like $MP slid as tariff talk and China trade tension returned to the front page. Bitcoin miners turned data centers such as $MARA $RIOT $IREN gave back gains as power and capex headlines reminded everyone that megawatts are the real bottleneck. Quantum names $IONQ $RGTI deflated after a huge run with revenue timelines still long. Could this be a full regime shift or just exhaustion after a monster year Many of these stocks would still be up triple digits even after a twenty to thirty percent air pocket. The bigger tells are the dollar path real yields and any fresh tariff"  
[X Link](https://x.com/almost_vampire/status/1978862362699427871) [@almost_vampire](/creator/x/almost_vampire) 2025-10-16T16:35Z XXX followers, 1231 engagements


"JPM is not writing a one point five trillion dollar check. The plan is up to ten billion dollars of direct equity over ten years plus about one point five trillion dollars it will finance or facilitate via lending underwriting and capital-markets work across defense frontier tech energy and supply chains. It dovetails with U.S. industrial policy like CHIPS awards in Arizona. Details and pace will depend on rates and credit conditions"  
[X Link](https://x.com/almost_vampire/status/1977805835733483728) [@almost_vampire](/creator/x/almost_vampire) 2025-10-13T18:37Z XXX followers, 1938 engagements


"Market closed🛎: Dow up XXXX% Nasdaq up XXXX% S and P XXX up 0.53%. Big Tech was mixed $TSLA up over X% $AAPL up nearly X% $ORCL down over 6%. #StockMarket"  
[X Link](https://x.com/almost_vampire/status/1979281562631061995) [@almost_vampire](/creator/x/almost_vampire) 2025-10-17T20:21Z XXX followers, XXX engagements