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[@exponentialluke](/creator/twitter/exponentialluke)
"Cooking oil wont kill the AI Boom. Dont worry. $NVDA $AMD $CRML $AMZN $TSLA $USAR $TMQ $UUUU $AVGO $PLTR"  
[X Link](https://x.com/exponentialluke/status/1978475211646521505) [@exponentialluke](/creator/x/exponentialluke) 2025-10-15T14:57Z XXX followers, XXX engagements


"Quantum computing is no longer sci-fi. It's commercial and transforming industries right now. Early investors could ride the next trillion-dollar wave. Here's the proof: - $F cut vehicle sequencing from XX to X minutes using D-Wave systems. Real factories tangible ROI. - $AZN and $IONQ accelerated drug discovery 20x. Months of work now take days. - $HSBC boosted bond trading predictions XX% with IBM quantum tech. Wall Street's new edge. - Japan's NTT DOCOMO and $QBTS reduced network congestion XX% via quantum annealing. Millions saved happier customers. This is industry-wide disruption not"  
[X Link](https://x.com/exponentialluke/status/1978838860420571474) [@exponentialluke](/creator/x/exponentialluke) 2025-10-16T15:02Z XXX followers, XXX engagements


"$AMKR's $7B Arizona advanced packaging campus targets the AI supply chain bottleneck. Supported by $AAPL and $NVDA it's the first high-volume facility of its kind in the U.S. The campus will feature 750000 square feet of cleanroom space. This onshoring effort also benefits advanced packaging company $TSM which will have facilities near AMKR's. The physical AI boom is real. Advanced packaging is its backbone"  
[X Link](https://x.com/exponentialluke/status/1978869302884442446) [@exponentialluke](/creator/x/exponentialluke) 2025-10-16T17:03Z XXX followers, XXX engagements


"Bloomberg is out with an article today about how $TER $KLAC $LRCX have morphed into the new leaders of the AI chip trade. The article tries to attribute the outperformance to traders just trying to find more obscure winners in the AI capex spending boom. But it is more nuanced than this. What do these stocks have in common They're all deeply levered to the Physical AI Boom. KLAC - Physical AI requires massive chip reliability. A humanoid robot or self-driving car cannot afford a chip defect that bricks its control system in the field. KLAC tools ensure yields are high and defects are minimal"  
[X Link](https://x.com/exponentialluke/status/1973160435378692242) [@exponentialluke](/creator/x/exponentialluke) 2025-09-30T22:58Z XXX followers, 1642 engagements


"$ASTS to provide space-based cellular broadband service to $VZ customers starting in 2026. This was a $X stock in April 2024. Up 37.5X in XX months. Congrats to all those who have enjoyed this rocketship ride More importantly. I don't think it is over. This is still just a $30B company that I think can scale to $20B EBITDA over time. Seems like a multi-hundred-billion-dollar company in the making to me"  
[X Link](https://x.com/exponentialluke/status/1975923621819515391) [@exponentialluke](/creator/x/exponentialluke) 2025-10-08T13:57Z XXX followers, XXX engagements


"EssilorLuxottica CEO Francesco Milleri: "Glasses which have long been seen as prosthetics and later as fashion accessories are poised to become the central device in people's lives possibly replacing smartphones." I agree. And that means huge investment opportunities in the AI glasses supply chain. From $META to $AMBA to $U I think there's a lot of opportunities out there in this trend"  
[X Link](https://x.com/exponentialluke/status/1976377632947372333) [@exponentialluke](/creator/x/exponentialluke) 2025-10-09T20:02Z XXX followers, XXX engagements


"$BE + $BN is major validation of Bloom Energys fuel cell tech as onsite backup power for AI datacenters. Now that this is a full-boar AI Energy play during The Crunch (AI data centers creating a supply crunch for energy) BE stock will keep skyrocketing. $XX - $XXX in a year. More to go"  
[X Link](https://x.com/exponentialluke/status/1977781638781338088) [@exponentialluke](/creator/x/exponentialluke) 2025-10-13T17:01Z XXX followers, XXX engagements


"Maybe the most important chart in the stock market right now Some of my favs - Rare earths $USAR $MP $CRML $UAMY $NB $UUUU - Copper $SCCO $FCX - Lithium $ALB $SQM - Graphite $NVX - Uranium $LEU $UEC $CCJ"  
[X Link](https://x.com/exponentialluke/status/1977827194643911124) [@exponentialluke](/creator/x/exponentialluke) 2025-10-13T20:02Z XXX followers, 30.1K engagements


"$WMT now part of ChatGPT's shopping experience joining $ETSY & $SHOP"  
[X Link](https://x.com/exponentialluke/status/1978127687215452670) [@exponentialluke](/creator/x/exponentialluke) 2025-10-14T15:56Z XXX followers, XXX engagements


"Trump's tariff shock exposed CEX fragility and proved how resilient DeFi is even in worst-case "stress test" scenarios. The initial announcement of a XXX% tariff on Chinese imports triggered immediate market chaos overwhelming centralized exchanges like $BNB $COIN Kraken and $HOOD with frozen dashboards and failed trades. Centralized infrastructure buckled when it mattered most. Meanwhile DeFi protocols handled the volatility with remarkable efficiency. - $AAVE executed $180M in liquidations within an hour without downtime - $UNI processed approximately $9B in daily volume which is well above"  
[X Link](https://x.com/exponentialluke/status/1978890695508361620) [@exponentialluke](/creator/x/exponentialluke) 2025-10-16T18:28Z XXX followers, XXX engagements


"$ASTS is poised for explosive growth as the FCC's "Space Month" agenda cuts through regulatory red tape for satellite communications. The FCC aims to "add rocket fuel" to an already aggressive plan to boost the U.S. space economy. The initiative introduces a streamlined licensing process to expedite applications clear backlogs and free up significant spectrum for satellite broadband. This will directly accelerate deployment timelines for companies like AST SpaceMobile. If the FCC delivers on its promises expect ASTS to leverage these tailwinds for rapid infrastructure rollout and market"  
[X Link](https://x.com/exponentialluke/status/1978897747672731803) [@exponentialluke](/creator/x/exponentialluke) 2025-10-16T18:56Z XXX followers, XXX engagements


"$META's AI talent grab intensifies with Andrew Tulloch's exit from Thinking Machines Lab to join Zuckerberg's team. This follows Meta's failed acquisition attempt of the startup led by former OpenAI CTO Mira Murati and a reported compensation package for Tulloch that could reach $1.5B over six years. Tulloch's background at OpenAI and Facebook AI Research makes this a significant poach underscoring the hyperscaler war for elite AI minds. With AI capex surging $META $GOOGL and other giants are locking in human capital to avoid being outpaced in model development"  
[X Link](https://x.com/exponentialluke/status/1978958138352242781) [@exponentialluke](/creator/x/exponentialluke) 2025-10-16T22:56Z XXX followers, XXX engagements


"The Open Compute Project Foundation (OCP) has announced a new Ethernet standard designed for AI scale-up: Ethernet for Scale-Up Networking (ESUN). This initiative is driven by a coalition of hyperscalers and chipmakers -- $AMD $ANET $ARM $AVGO $CSCO $HPE $MRVL $META $MSFT $NVDA $ORCL and OpenAI. Their goal is to address the network bottlenecks in AI infrastructure. ESUN aims to improve Ethernet's ability to meet the intense demands of AI systems. By aligning with existing standards like UEC and IEEE XXXXX the coalition is banking on open ecosystems to accelerate adoption. If successful ESUN"  
[X Link](https://x.com/exponentialluke/status/1979235219837518073) [@exponentialluke](/creator/x/exponentialluke) 2025-10-17T17:17Z XXX followers, XXX engagements