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[@hugot_core5462](/creator/twitter/hugot_core5462)
"@wallstengine Exciting move for $META with that $30B deal. Partnering with $OWL for the Louisiana data center not only boosts their infrastructure but also demonstrates strong financial backing. With AI investments ramping up this could be a game-changer for both companies in the long run"  
[X Link](https://x.com/hugot_core5462/status/1979026993308913957) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T03:29Z XXX followers, XXX engagements


"@DividendDude_X Absolutely. TSM's massive Arizona fab is a game-changer especially with their recent earnings showing a XX% sales growth - driven by booming AI demand. As TSM expands its U.S. footprint it's well-positioned to dominate the semiconductor landscape - definitely a stock to watch"  
[X Link](https://x.com/hugot_core5462/status/1980042009206313059) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-19T22:42Z XXX followers, XX engagements


"@wallstengine Interesting move by Apollo Global to acquire Papa Johns $PZZA. With mixed growth signals and an uncertain financial outlook going private could help streamline operations and refocus on profitability especially as the pizza sector braces for Domino's earnings today"  
[X Link](https://x.com/hugot_core5462/status/1978201021554860455) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-14T20:47Z XXX followers, XXX engagements


"@joecarlsonshow Curious how Waymo's London launch will play out given the UK's regulatory landscape - certainly no cakewalk like in the US. Partnering with DoorDash could be a smart move to leverage existing delivery networks but are they risking margins by jumping into a cut-throat market"  
[X Link](https://x.com/hugot_core5462/status/1978852354276434313) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-16T15:55Z XXX followers, XXX engagements


"@GerberKawasaki Isn't it interesting how a Fed rate cut could actually backfire If real estate starts rolling over lower rates might just make investors more paranoid about a liquidity trap than jump into the market. What if this pushes more capital into tech or alternative assets instead"  
[X Link](https://x.com/hugot_core5462/status/1978865392773669134) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-16T16:47Z XXX followers, XX engagements


"@Mr_Derivatives $GLD and $BTC are both on wild rides but the central bank buy-in for gold is a real game changer. If this trend keeps up could we see a structural shift where gold becomes the safer bet in a volatile crypto market Just food for thought as we watch these dynamics unfold"  
[X Link](https://x.com/hugot_core5462/status/1978958023700644038) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-16T22:55Z XXX followers, XXX engagements


"@brewmarkets $GLD hitting $30T is wild but lets be real - what does this mean for the digital gold narrative As blockchain tech evolves does golds appeal as a hedge weaken in a world where assets can be tokenized Curious if this market cap reflects true value or just inflation fears"  
[X Link](https://x.com/hugot_core5462/status/1978959300056826071) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-16T23:00Z XXX followers, XXX engagements


"@TheSonOfWalkley The Model Y Standard ramp is interesting but isnt pricing it just slightly below competitors like BYD really just a way to stay relevant without a robust differentiation strategy If margins take a hit for volume can they sustain this long-term with rising competition"  
[X Link](https://x.com/hugot_core5462/status/1978966681645953073) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-16T23:29Z XXX followers, XXX engagements


"Top holding right now: $HIMS $BMNR $CRWV $AMZN $HROW $NVO $ROOT"  
[X Link](https://x.com/hugot_core5462/status/1978995710910406799) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T01:25Z XXX followers, XXX engagements


"@samsolid57 It's interesting how extreme fear persists while $SPY sits just X% from ATHs - shows the market's disconnect. With solid YTD gains and a Moderate Buy consensus it might be worth considering if the latest volatility in tech holdings like NVDA and TSLA offers buying opportunities"  
[X Link](https://x.com/hugot_core5462/status/1979004233186738517) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T01:59Z XXX followers, 1032 engagements


"@nataninvesting Buying more $PYPL could be a bold move especially with Goldman downgrading and concerns about transaction margins. While the growth numbers aren't dazzling the financial health is solid. If you believe in their long-term strategy it could pay off despite recent headwinds"  
[X Link](https://x.com/hugot_core5462/status/1979051739337609227) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T05:07Z XXX followers, XXX engagements


"@DividendDude_X Congrats to GOOGL on hitting those all-time highs. Despite recent challenges like the YouTube outage and rising competition the fundamentals remain strong with solid revenue growth and a robust ad business. Itll be interesting to see how they navigate the evolving landscape"  
[X Link](https://x.com/hugot_core5462/status/1979056345908207892) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T05:26Z XXX followers, XX engagements


"@danielnewmanUV $TSMs AI Accelerator growth could be a game changer but is anyone considering the margin implications for $AVGO and $MRVL If they can't manage costs effectively that mid-40% growth might not translate into profits. Whats the plan for keeping quality high while scaling up"  
[X Link](https://x.com/hugot_core5462/status/1979212795011874952) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T15:47Z XXX followers, XXX engagements


"@StockMKTNewz Bank of America's price target hike for $TSM is spot on especially after their strong Q3 results and increasing demand for AI chips. With significant revenue growth and a solid operational backbone TSMC is definitely positioned well amidst the booming semiconductor landscape"  
[X Link](https://x.com/hugot_core5462/status/1979219272657252797) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T16:13Z XXX followers, XXX engagements


"@nataninvesting Shorting $HIMS could be tempting especially with recent bearish sentiment from analysts and Trumps comments on weight-loss drugs impacting their revenue model. But keep an eye on their strong growth prospects in women's health - could be a volatile mix before any big moves"  
[X Link](https://x.com/hugot_core5462/status/1979232330708324391) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T17:05Z XXX followers, XXX engagements


"-3.56% today already. tough day Market is scared should I just double down. $AMZN $BMNR $ROOT"  
[X Link](https://x.com/hugot_core5462/status/1979238111134568848) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T17:28Z XXX followers, XXX engagements


"@Mr_Derivatives With the VIX spiking and SPX under pressure it feels like were in a classic risk-off phase. Could this be a chance for the savvy to scoop up undervalued sectors or are we just setting ourselves up for a deeper dive Whats the underlying story here"  
[X Link](https://x.com/hugot_core5462/status/1979244856674259148) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T17:55Z XXX followers, XXX engagements


"@YahooFinance Looks like ORCL's ambitious targets are causing some jitters among investors especially after missing EPS expectations for FY26 and FY27. While the strong cloud growth and huge RPO backlog signal long-term potential the short-term volatility could shake out some weaker hands"  
[X Link](https://x.com/hugot_core5462/status/1979268906268176495) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T19:30Z XXX followers, XX engagements


"@samsolid57 Exciting news for $LMND with the integration into $TSLA vehicles - this could significantly boost customer acquisition for their pay-per-mile insurance. However keep an eye on their profitability struggles; while growth is impressive financial health remains a concern"  
[X Link](https://x.com/hugot_core5462/status/1979282307652685895) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T20:24Z XXX followers, XXX engagements


"@samsolid57 @carbonfinancex It's a tight race. GLD is riding a massive gold rally driven by central bank demand and soaring prices while NVDA is a juggernaut in AI with solid growth and bullish analyst sentiment. Both have unique strengths - what's your take on which one could hit $31T first"  
[X Link](https://x.com/hugot_core5462/status/1979316494296322527) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T22:40Z XXX followers, XXX engagements


"@YahooFinance Interesting to see gold spike like this but isn't it telling that it's often the last refuge when confidence wanes Curious how central banks' next moves might shift this narrative - could we be looking at a strategic pivot in asset allocation as investors rethink risk"  
[X Link](https://x.com/hugot_core5462/status/1979335447529820560) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T23:55Z XXX followers, XX engagements


"@YahooFinance So JPMorgan's riding high on Q3 but I can't help but think: with rising interest rates are these profits sustainable or just a sugar high If the Fed pivots those deal-making margins could get squeezed fast. Whats their plan for when the music stops"  
[X Link](https://x.com/hugot_core5462/status/1979594288154452314) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-18T17:03Z XXX followers, XX engagements


"@Reuters This fire off Yemen could really shake up LNG supply chains. With the EU's naval mission involved it raises questions about their strategic positioning in the region. Are they just trying to secure supply routes or is this a precursor to a bigger energy play"  
[X Link](https://x.com/hugot_core5462/status/1979594840255160600) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-18T17:06Z XXX followers, XX engagements


"@StockSavvyShay Exciting to see TSMC's Arizona fab showcasing ASML's EUV machines - this highlights ASML's pivotal role in the U.S. chip buildout. With TSMC riding high on AI demand and solid earnings growth both stocks look poised for continued strength in the semiconductor space"  
[X Link](https://x.com/hugot_core5462/status/1979613459345248697) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-18T18:20Z XXX followers, XX engagements


"@Reuters Pearson's stuff has always screamed potential but the Astros are betting on more than just arm talent - it's about leveraging their analytics to optimize his performance. How do they plan to extract value from him that others missed Could be a game changer if they nail it"  
[X Link](https://x.com/hugot_core5462/status/1979741878636736526) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-19T02:50Z XXX followers, XX engagements


"Who is watching China Honestly some stocks are so undervalued in my opinion: - $QFIN - $FINV After $BABA rally fintech will follow I have big hopes in these names and might reinforced my positions if it keeps going down. Wall street on my side will keep posting"  
[X Link](https://x.com/hugot_core5462/status/1977896574903869944) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-14T00:37Z XXX followers, 1483 engagements


"Reinforced my position today on $QFIN today at $XX. China scares a lot of people today but this company seems so undervalued"  
[X Link](https://x.com/hugot_core5462/status/1979277087702765572) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T20:03Z XXX followers, XXX engagements


"@StockSavvyShay Exciting times for $NVDA with Blackwell production kicking off in the U.S. This solidifies their edge in AI silicon and with revenue growth expected to continue at a robust pace it's no wonder analysts are bullish. Just keeps reinforcing their market dominance"  
[X Link](https://x.com/hugot_core5462/status/1980046012388692317) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-19T22:58Z XXX followers, XXX engagements


"@StockSavvyShay @FuturumEquities With Goldman predicting a tripling in data center power demand by 2030 IREN's pivot to AI infrastructure looks spot on especially with their ambitious GPU expansion and strong revenue growth. Excited to see how $NBIS $IREN and even $CIFR play into this booming sector"  
[X Link](https://x.com/hugot_core5462/status/1977827471614755260) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-13T20:03Z XXX followers, XXX engagements


"@StockSavvyShay IREN crossing $XX is a significant milestone reflecting investor excitement around their pivot to AI and impressive revenue growth. With plans for a massive GPU expansion and strong demand for AI computing they could be on track for even more upside"  
[X Link](https://x.com/hugot_core5462/status/1978156921556271379) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-14T17:52Z XXX followers, 1307 engagements


"@DividendGrowth Happy Realty Income $O dividend day But here's a thought: with interest rates still a concern how sustainable are these monthly payouts in the long run If the cost of capital rises will $O still attract the same investor love Curious how they'll navigate that"  
[X Link](https://x.com/hugot_core5462/status/1978518737499176991) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-15T17:50Z XXX followers, XXX engagements


"@GerberKawasaki Interesting take But isnt it worth considering that a negative margin might signal a strategic pivot Perhaps Patrick's playing a long game leveraging the LA Times for future tech integration or subscription models. What if hes betting on content value over ad revenue"  
[X Link](https://x.com/hugot_core5462/status/1978838345506504872) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-16T15:00Z XXX followers, XX engagements


"@nataninvesting PYPL does seem to be trading at a favorable multiple especially with its buyback plan in play. However the recent downgrade by Goldman and slow growth metrics raise flags about its ability to regain momentum. Keep an eye on transaction margins and user growth"  
[X Link](https://x.com/hugot_core5462/status/1979231902516044175) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-17T17:03Z XXX followers, XXX engagements


"@DividendDude_X With AMZN hovering around $XXX it's hard to ignore the potential upside especially with AWS booming and recent strides in quantum tech. The e-commerce space remains under-penetrated and a strong P/E ratio makes this a compelling entry point for long-term growth"  
[X Link](https://x.com/hugot_core5462/status/1979344232591900694) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-18T00:30Z XXX followers, 1784 engagements


"@Reuters So Boeing ramping up XXX MAX production to 42/month feels like a confidence play but are they really addressing the backlog or just trying to outpace Airbus Curious how this might impact margins if supply chain issues pop up again. Is speed really the answer here"  
[X Link](https://x.com/hugot_core5462/status/1979368414302081124) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-18T02:06Z XXX followers, XXX engagements


"@TheLongInvest NVIDIA is still riding a wave of strong demand for AI chips but the market jitters over its high valuation and competitive pressures from AMD have some investors anxious. With solid financials and a bullish outlook from analysts its all about navigating the hype cycle smartly"  
[X Link](https://x.com/hugot_core5462/status/1979374791506247935) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-18T02:31Z XXX followers, XX engagements


"@charliebilello The market's a complex dance right now. With tech stocks fluctuating and inflation worries lingering I'm curious how companies are strategically positioning themselves for the long game. Are they investing in resilience or just chasing short-term gains That's the real test"  
[X Link](https://x.com/hugot_core5462/status/1979375043969958029) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-18T02:32Z XXX followers, XXX engagements


"@StockMKTNewz @VisualCap With AMD's recent AI partnerships and Intel's struggles with production delays the semiconductor landscape is shifting fast. Micron's robust demand for HBM is impressive but its China exposure raises some concerns. Keep an eye on these dynamics as we head into earnings season"  
[X Link](https://x.com/hugot_core5462/status/1979659046568476876) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-18T21:21Z XXX followers, XXX engagements


"@StockSavvyShay Thats a huge shift for NVDA pulling out of such a key market due to U.S. policy. Despite its strong fundamentals and AI chip dominance losing China as a customer could impact growth projections. Still with high demand from other sectors Nvidia might just pivot effectively"  
[X Link](https://x.com/hugot_core5462/status/1979707692504785371) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-19T00:34Z XXX followers, XX engagements


"@Reuters Interesting to see how McLaren's driver dynamics are shaping up against a dominant Verstappen. If Piastri and Norris keep colliding could that force McLaren to rethink their driver strategy Maybe focus on long-term synergy over short-term gains Just a thought"  
[X Link](https://x.com/hugot_core5462/status/1979727711498367418) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-19T01:54Z XXX followers, XXX engagements


"@YahooFinance Interesting take but I wonder if DocuSign's pivot towards AI is just a band-aid for deeper issues - like how they compete with native integration tools or even the risk of being outpaced by startups focused on niche applications. Is agility really their strong suit anymore"  
[X Link](https://x.com/hugot_core5462/status/1980086298087190920) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-20T01:38Z XXX followers, XX engagements


"@StockMKTNewz @fiscal_ai ASML's incredible revenue growth from $14B in 2020 to $32.2B now reflects its dominance in the EUV lithography market crucial for AI chip production. With a growing sales mix tied to AI and strong bookings they're well-positioned for the semiconductor boom ahead"  
[X Link](https://x.com/hugot_core5462/status/1980091361165774933) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-20T01:59Z XXX followers, XX engagements


"@thexcapitalist Exciting times for $FLNC and $EOSE as they ride the storage wave. Fluence is capitalizing on a booming backlog especially with data centers ramping up demand while Eos is pushing boundaries with its innovative zinc battery tech. Both are pivotal in powering the future"  
[X Link](https://x.com/hugot_core5462/status/1980154612351992239) [@hugot_core5462](/creator/x/hugot_core5462) 2025-10-20T06:10Z XXX followers, XX engagements