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[@rubicon59](/creator/twitter/rubicon59)
""Caterpillar. is seeing rising demand for its smaller turbines and reciprocating engines." 🙀👀 $PSIX"  
[X Link](https://x.com/rubicon59/status/1978899391495729660) [@rubicon59](/creator/x/rubicon59) 2025-10-16T19:02Z 21.2K followers, 18.2K engagements


"Next $INTC shoes to drop are inflecting earnings and key IFS customers announcing"  
[X Link](https://x.com/rubicon59/status/1976334738345558336) [@rubicon59](/creator/x/rubicon59) 2025-10-09T17:11Z 21.2K followers, 15.6K engagements


"$MGM looks very cheap it I dont like the lack of growth"  
[X Link](https://x.com/rubicon59/status/1978916854866583741) [@rubicon59](/creator/x/rubicon59) 2025-10-16T20:11Z 21.2K followers, 6387 engagements


"Four insiders bought $2m worth of $MRVL stock last month. While I dont read too much into it still nice"  
[X Link](https://x.com/rubicon59/status/1975951307728155009) [@rubicon59](/creator/x/rubicon59) 2025-10-08T15:47Z 21.2K followers, 8717 engagements


"I dont care if AI is a bubble. It is crazy not to tag along (judiciously) as an investor"  
[X Link](https://x.com/rubicon59/status/1976112128466747744) [@rubicon59](/creator/x/rubicon59) 2025-10-09T02:27Z 21.2K followers, 14.2K engagements


"$MRVL 😅😅🫥"  
[X Link](https://x.com/rubicon59/status/1976153364489814187) [@rubicon59](/creator/x/rubicon59) 2025-10-09T05:10Z 21.2K followers, 9449 engagements


"On a more serious note I should point out that $MRVL's business performance this year has been completely orthogonal to the stock and on that basis would probably put it near the top of this same list"  
[X Link](https://x.com/rubicon59/status/1976161731153215748) [@rubicon59](/creator/x/rubicon59) 2025-10-09T05:44Z 21.2K followers, 3126 engagements


"Rare earths was just a demo. $INTC"  
[X Link](https://x.com/rubicon59/status/1979331713164808704) [@rubicon59](/creator/x/rubicon59) 2025-10-17T23:40Z 21.2K followers, 24.4K engagements


"As it relates to power availability one exec mentioned that demand for GE $GEV turbines is explosive. I suppose Siemens Energy is in a similar boat $ENR.DE"  
[X Link](https://x.com/rubicon59/status/1880287179932594543) [@rubicon59](/creator/x/rubicon59) 2025-01-17T16:12Z 21.2K followers, 6948 engagements


"Imagine the optics of the $FNMA & $FMCC commons down big on the IPO announce day because the Gov tried to eak out an extra 5%-15% ownership. Imagine also placing that IPO with institutionsl buyers workdwide who would know of such inevitable optics in advance. Unlikely the Gov will allow this. And if so GSE commons are still money good here"  
[X Link](https://x.com/rubicon59/status/1965748103228846290) [@rubicon59](/creator/x/rubicon59) 2025-09-10T12:04Z 21.2K followers, 9279 engagements


"$IESC vs. $TVk.TO lead hss widened even further"  
[X Link](https://x.com/rubicon59/status/1969408113876091144) [@rubicon59](/creator/x/rubicon59) 2025-09-20T14:27Z 21.2K followers, 7519 engagements


"$PSIX thesis in one chart. Still just a 20x multiple"  
[X Link](https://x.com/rubicon59/status/1970758774039420977) [@rubicon59](/creator/x/rubicon59) 2025-09-24T07:54Z 21.2K followers, 10.8K engagements


"Mr. Market selling off $PSIX again despite a modest valuation and a very serious torque on AI - a combo I dont see elsewhere"  
[X Link](https://x.com/rubicon59/status/1971654000010580071) [@rubicon59](/creator/x/rubicon59) 2025-09-26T19:11Z 21.2K followers, 10.2K engagements


"Time limited use of back up generators. $PSIX"  
[X Link](https://x.com/rubicon59/status/1973076226748129695) [@rubicon59](/creator/x/rubicon59) 2025-09-30T17:23Z 21.2K followers, 11.6K engagements


"Gonna be short of compute and power for the foreseable future. $NVDA $PSIX +"  
[X Link](https://x.com/rubicon59/status/1973630214413623721) [@rubicon59](/creator/x/rubicon59) 2025-10-02T06:04Z 21.2K followers, 9130 engagements


"Makes me think $PSIX growth could even accelerate"  
[X Link](https://x.com/rubicon59/status/1974537360210866300) [@rubicon59](/creator/x/rubicon59) 2025-10-04T18:09Z 21.2K followers, 17.9K engagements


"$ILYDA.AT looks like a very promising Greek enterprise software company at a very attractive valuation. Has all the vibes of $EPSIL.AT of yore"  
[X Link](https://x.com/rubicon59/status/1975712824216461732) [@rubicon59](/creator/x/rubicon59) 2025-10-08T00:00Z 21.2K followers, 33.2K engagements


"The $ORCL AI FUD is the new Deepseek AI FUD. Makes you wonder if this all comes from the same source and why (I have some guesses.)"  
[X Link](https://x.com/rubicon59/status/1975717298569871443) [@rubicon59](/creator/x/rubicon59) 2025-10-08T00:18Z 21.2K followers, 8732 engagements


"$INTC has a huge financial leverage on the 18A utilization"  
[X Link](https://x.com/rubicon59/status/1975760536219656530) [@rubicon59](/creator/x/rubicon59) 2025-10-08T03:09Z 21.2K followers, 14.4K engagements


"The cheapest AI chip bear out there that is also in hypergrowth. $MRVL"  
[X Link](https://x.com/rubicon59/status/1975949724009341278) [@rubicon59](/creator/x/rubicon59) 2025-10-08T15:41Z 21.2K followers, 8491 engagements


"Gas turbines lead times are 5-7yrs and reciprocating--engine gensets 1.5-2yrs. $PSIX"  
[X Link](https://x.com/rubicon59/status/1975992618149728505) [@rubicon59](/creator/x/rubicon59) 2025-10-08T18:32Z 21.2K followers, 24.8K engagements


"A nice milestone for $INTC whose financials are heavily geared to 18A utilization"  
[X Link](https://x.com/rubicon59/status/1976277928272134619) [@rubicon59](/creator/x/rubicon59) 2025-10-09T13:25Z 21.2K followers, 7189 engagements


"This means $INTC earning will start inflecting up sharply in 2026"  
[X Link](https://x.com/rubicon59/status/1976317200760996251) [@rubicon59](/creator/x/rubicon59) 2025-10-09T16:01Z 21.2K followers, 14.1K engagements


"A positive milestone that very few of Mr. Market relatives anticipated IMHO. $INTC"  
[X Link](https://x.com/rubicon59/status/1976318580938682556) [@rubicon59](/creator/x/rubicon59) 2025-10-09T16:07Z 21.2K followers, 6503 engagements


"A good readthrough for reciprocating-engine possible catchup demand which usually go along with the main grid generators. $PSIX"  
[X Link](https://x.com/rubicon59/status/1976333719263920131) [@rubicon59](/creator/x/rubicon59) 2025-10-09T17:07Z 21.2K followers, 9153 engagements


"Mr. Market still has to squint to see $INTC business inflecting. But I see the signs that I need to see and it is still early"  
[X Link](https://x.com/rubicon59/status/1976407561701294248) [@rubicon59](/creator/x/rubicon59) 2025-10-09T22:00Z 21.2K followers, 11.3K engagements


"The full stupidity of having outsourced manufacturing & vital supply chain to China (+others) is now on full display. For decades weve been governed by corrupt incompetents. But looks great for $INTC and their recent success of 18A - now the only truly safe source of domestic advanced chip production"  
[X Link](https://x.com/rubicon59/status/1976706389801419104) [@rubicon59](/creator/x/rubicon59) 2025-10-10T17:48Z 21.2K followers, 14.2K engagements


"They wrote off $INTC too soon. Panther Lake (official name: Intel Core Ultra series 3) is the first Intel consumer chip to adopt the 2nm-class manufacturing process "18A". . For comparison Qualcomm's "Snapdragon X Elite" which appears nearby is 3nm and AMD's "Zen 5" is manufactured in a 4nm process"  
[X Link](https://x.com/rubicon59/status/1976719735883809185) [@rubicon59](/creator/x/rubicon59) 2025-10-10T18:41Z 21.2K followers, 9138 engagements


"$INTD 18A is better than *ALL* variants of (TMSC's) N3 in *ALL* aspects and is closer to N2 in real world metrics And 14A is on the way"  
[X Link](https://x.com/rubicon59/status/1976738145166315589) [@rubicon59](/creator/x/rubicon59) 2025-10-10T19:54Z 21.2K followers, 18.4K engagements


"Grok on $INTC 18A"  
[X Link](https://x.com/rubicon59/status/1976925715246596342) [@rubicon59](/creator/x/rubicon59) 2025-10-11T08:19Z 21.2K followers, 6631 engagements


"The time to load up on $APP was when no one wanted at low teens PE although it still looks good even at a 40x multiple"  
[X Link](https://x.com/rubicon59/status/1977062818945155322) [@rubicon59](/creator/x/rubicon59) 2025-10-11T17:24Z 21.2K followers, 8700 engagements


"$INTC has been completely written off in AI but not necessarily correctly. #JaguarShores on 18A"  
[X Link](https://x.com/rubicon59/status/1977099415551983956) [@rubicon59](/creator/x/rubicon59) 2025-10-11T19:50Z 21.2K followers, 4739 engagements


"War or peace $NXSN is near an ATH"  
[X Link](https://x.com/rubicon59/status/1977445220347519066) [@rubicon59](/creator/x/rubicon59) 2025-10-12T18:44Z 21.2K followers, 11.9K engagements


"What are folks best picks in Singapore right now (No overpriced hotness please.)"  
[X Link](https://x.com/rubicon59/status/1976134419607060923) [@rubicon59](/creator/x/rubicon59) 2025-10-09T03:55Z 21.2K followers, 36K engagements


"@the_zack_zhu What do you mean by "off the book loan" They are contributing cash"  
[X Link](https://x.com/rubicon59/status/1979751268018270677) [@rubicon59](/creator/x/rubicon59) 2025-10-19T03:27Z 21.2K followers, 1587 engagements


"IDK why $ILYDA has been neglected by the locals but the same was the case with $NXSN in Israel untill it wasnt"  
[X Link](https://x.com/rubicon59/status/1977096870817300497) [@rubicon59](/creator/x/rubicon59) 2025-10-11T19:40Z 21.2K followers, 2726 engagements


"Interesting how Mr. Market had no reaction to $INTC 18A reveal last week"  
[X Link](https://x.com/rubicon59/status/1977151783878496256) [@rubicon59](/creator/x/rubicon59) 2025-10-11T23:18Z 21.2K followers, 20K engagements


"@bubblebabyboi Albania"  
[X Link](https://x.com/rubicon59/status/1979655637832532306) [@rubicon59](/creator/x/rubicon59) 2025-10-18T21:07Z 21.2K followers, XXX engagements


"$MELI and $SE plow all their great cash flow into lending. Not sure if good or bad"  
[X Link](https://x.com/rubicon59/status/1979681477714731044) [@rubicon59](/creator/x/rubicon59) 2025-10-18T22:50Z 21.2K followers, 23.3K engagements


"@the_zack_zhu From the cash flow statement and balance sheet $SE sure looks like they are making the loans"  
[X Link](https://x.com/rubicon59/status/1979752711961895147) [@rubicon59](/creator/x/rubicon59) 2025-10-19T03:33Z 21.2K followers, XXX engagements