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[@AlphaTalon2025](/creator/twitter/AlphaTalon2025)
"Banks can label anything national security when it fits the macro story but $OKLO has zero revenue massive losses and no proven reactor in operation. What security Its pure narrative not fundamentals"  
[X Link](https://x.com/AlphaTalon2025/status/1979764543128834151) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T04:20Z XX followers, XX engagements


"Read my short thesis and company analysis on $OKLO"  
[X Link](https://x.com/AlphaTalon2025/status/1979764545687318828) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T04:20Z XX followers, XX engagements


"@jrouldz $IONQs roadmap looks great on paper but roadmaps dont generate revenue. Hitting lab milestones commercial success. Quantum advantage isnt the same as profit and execution risk only grows with every next-gen promise"  
[X Link](https://x.com/AlphaTalon2025/status/1979765861163667496) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T04:25Z XX followers, XX engagements


"@QuantumDom A $23B equity raise isnt a vote of confidence its dilution. Theyre issuing new shares to raise cash not generating it from operations. If $IONQ were printing profits they wouldnt need to sell stock. War chest fundamentals"  
[X Link](https://x.com/AlphaTalon2025/status/1979772259171721411) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T04:51Z XX followers, XXX engagements


"@Masi366531 Theres no secret effort to hide quantum timelines theyre just decades away from commercial reality. And yes $IONQ machines are mostly offline because theyre R&D prototypes not production hardware. Its physics not a cover-up. you need to go touch grass"  
[X Link](https://x.com/AlphaTalon2025/status/1979776908796805257) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T05:09Z XX followers, XX engagements


"@genejchan @commonsenseplay Yeah but X is mostly just retail. Most dont dotheir own DD they read others and adjust their ideas. Nothing wrong with that but it makes things intertwined. When people rely on others DD blocking and echo chambers distort the whole picture"  
[X Link](https://x.com/AlphaTalon2025/status/1979805191705895223) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T07:01Z XX followers, XX engagements


"@quentinclf @returnoncap They dont give free money to clients they sell access to their scale. $MCO and $SPGI monetize data credibility and regulatory trust. Clients pay for validation not subsidies. Pricing power is the moat not generosity"  
[X Link](https://x.com/AlphaTalon2025/status/1979925866147631352) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T15:01Z XX followers, XX engagements


"$RGTI $IONQ $QUBT $QBTS $CCCX Look into some of the quantum company's 8k today below are my thoughts: I have a complete analysis and deep dive on quantum companies' 'fundamentals' and my short thesis price target .etc. Its all on my substack"  
[X Link](https://x.com/AlphaTalon2025/status/1979421095079088599) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T05:35Z XX followers, XXX engagements


"Inside Carvanas Prime Auto Loan Securitization $CVNA - A Thread"  
[X Link](https://x.com/AlphaTalon2025/status/1979449843270709421) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T07:29Z XX followers, XX engagements


"1/ Carvanas new Auto Receivables Trust 2025-P1 ($CVNA) just dropped its due diligence report. Deloitte was the independent accountant reviewing the loan pool this is the data investors rely on before buying into the securitization"  
[X Link](https://x.com/AlphaTalon2025/status/1979449845099434418) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T07:29Z XX followers, XX engagements


"3/ Deloitte checked X fields (borrower name origination date APR maturity etc.) and considered anything within XX days in agreement. Thats the basis of the verification for a $1B+ loan package"  
[X Link](https://x.com/AlphaTalon2025/status/1979449848681402540) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T07:29Z XX followers, XX engagements


"4/ So lets recap: - Carvana sends data on 6161 loans. - Deloitte samples XXX (0.6% of total). - Verifies accuracy of a few key fields. - Reports in agreement if deviations are minor. This is the due diligence behind the securitization"  
[X Link](https://x.com/AlphaTalon2025/status/1979449850694635842) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T07:29Z XX followers, XX engagements


"6/ In practice that means investors rely on: X. Carvanas internal data integrity X. Statistical sampling as a proxy for loan quality Not on direct verification of every borrower or contract Transparency in ABS is often confidence through probability"  
[X Link](https://x.com/AlphaTalon2025/status/1979449855174152365) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T07:29Z XX followers, XX engagements


"7/ Bottom line: Deloitte didnt audit 25000 loans they checked XXX and extrapolated quality from there. Thats fine in normal markets. But if credit cracks small sampling assumptions can become big blind spots"  
[X Link](https://x.com/AlphaTalon2025/status/1979449856965153135) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T07:29Z XX followers, XX engagements


"Takeaway: Due diligence full audit. ABS markets run on statistical faith in the originators data. In Carvanas case XXX% tells the story. $CVNA #ABS #structuredfinance #creditmarkets #duediligence"  
[X Link](https://x.com/AlphaTalon2025/status/1979449858886111276) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T07:29Z XX followers, XX engagements


"@genejchan Lockheed and Palantir deliver profitable contracts tied to operational systems with proven ROI. $IONQ delivers R&D milestones on pre-revenue tech that may not scale for years. Big difference between cash flow and hope flow"  
[X Link](https://x.com/AlphaTalon2025/status/1979458683894641044) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T08:05Z XX followers, XXX engagements


"@genejchan You can call it whatever you want the accounting line is the reality. Theyre paid to research not to deliver commercial products. Revenue fundamentals when your profits are zero. I dont hope I analyze the lack of fundamentals"  
[X Link](https://x.com/AlphaTalon2025/status/1979460596048519507) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T08:12Z XX followers, XX engagements


"@HannaSuds Executive Orders can move sentiment not fundamentals. EOs dont guarantee revenue they outline intent not budgets. $IONQ may benefit from awareness short-term but government contracts take months or years to materialize and most go to established integrators first"  
[X Link](https://x.com/AlphaTalon2025/status/1979467894439510372) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T08:41Z XX followers, XX engagements


"@commonsenseplay @genejchan Im with you on the rational side your points on $IONQ and other QC's make fundamental sense. Just think the constant posting can dilute the message a bit. The facts are strong already no need to overpush time will tell anyways"  
[X Link](https://x.com/AlphaTalon2025/status/1979802540318625981) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T06:51Z XX followers, XX engagements


"2/ The trust contains 24964 car loans. Carvana sent Deloitte a Statistical Data File with 6161 loans and from that Deloitte randomly tested XXX. Thats just XXX% of the total pool"  
[X Link](https://x.com/AlphaTalon2025/status/1979449846911451629) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T07:29Z XX followers, XX engagements


"5/ This isnt a critique of Deloitte this is how ABS reviews are typically done. But it highlights an truth: Investors buy billions in asset-backed securities based on sampling not comprehensive verification"  
[X Link](https://x.com/AlphaTalon2025/status/1979449852879831042) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T07:29Z XX followers, XX engagements


"@HeikwanTrades @jrouldz $IONQ remains a pure speculative trade still X profit no near-term path to commercialization and valuation built mostly on momentum and narrative. Korean is using trading as soft gambling literally so not going to end well"  
[X Link](https://x.com/AlphaTalon2025/status/1979766652112978412) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T04:28Z XX followers, XX engagements


"E-commerce is locked in a deadly margin war. Revenue doesnt mean much when gross margins are being crushed by logistics discounting and competition. I dont recommend opening new positions in $JD $BABA or Meituan too much risk too little pricing power"  
[X Link](https://x.com/AlphaTalon2025/status/1979786909439468013) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T05:49Z XX followers, XXX engagements


"I believe $BYND can make its comeback to $X as management executes on cost-cutting and operational discipline. With improved leadership and focus on stabilizing the business the next XX months could finally mark a turnaround phase. Its a contrarianrisk I am willling to take"  
[X Link](https://x.com/AlphaTalon2025/status/1979783385330696385) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T05:35Z XX followers, XXX engagements


"@quentinclf @returnoncap $MCO and $SPGI are trusted but trust isnt a moat forever. Their corestructured data models and analyticsis exactly what AI can automate. If algorithms match their accuracy cheaper disruption is inevitable not hypothetical"  
[X Link](https://x.com/AlphaTalon2025/status/1979926385670959297) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T15:03Z XX followers, XX engagements


"Government contracts are great headlines but theres a massive gap between a few $50M deals and $1B in real revenue. Even with those wins $IONQ is still a zero-profit zero-fundamental story. Its like saying government subsidies will make your local noodle shop a unicorn. 🍜"  
[X Link](https://x.com/AlphaTalon2025/status/1979457520818340160) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-18T08:00Z XX followers, XXX engagements


"No dilution is pure fantasy. $CCCX s own filings show XX M shares outstanding not XX M. The S-1 literally warns of future equity issuance and dilution risk. Symbol changes dont block dilution cash raises do. This isnt tight-float magic; its a SPAC with a printer"  
[X Link](https://x.com/AlphaTalon2025/status/1979774841189539977) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T05:01Z XX followers, XXX engagements


"@returnoncap True $MCO and $SPGI are trusted brands but trust doesnt immunize them from disruption. AI will hit financial services first; its structured data and analytics at scale. What they sell is data + methodology exactly what AI can automate"  
[X Link](https://x.com/AlphaTalon2025/status/1979781545792811038) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T05:27Z XX followers, XXX engagements


"@genejchan @commonsenseplay Whatever floats @commonsenseplays boat hes definitely rage-baiting but its clearly working for the algo. I am sure his engagement is up dramatically so if this is his goal then he succeeded"  
[X Link](https://x.com/AlphaTalon2025/status/1979799454439079994) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T06:39Z XX followers, XX engagements


"I support this let the long and short talk openly the ony way to cut noise $IONQ $QUBT $QBTS $RGTI $CCCX"  
[X Link](https://x.com/AlphaTalon2025/status/1979809705024426316) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T07:19Z XX followers, XXX engagements


"He keeps on changing his mind He is doing a generational swing trade and making XXX% on both $GLD ad $BTC 🤣"  
[X Link](https://x.com/AlphaTalon2025/status/1980075238198239543) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-20T00:54Z XX followers, XXX engagements


"Out now a warning for all retail investors looking to go into Chinese & HK market long term. $BABA $JD $HSI #investing #Trading #Macroeconomics #Finance"  
[X Link](https://x.com/AlphaTalon2025/status/1980104202153267367) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-20T02:50Z XX followers, XXX engagements


"@DividendTalks At these levels youre basically betting on perfection. The Mag X are priced like bonds with growth multipliers. $TSLAs 257x is pure faith not fundamentals. If youre buying now its momentum not value"  
[X Link](https://x.com/AlphaTalon2025/status/1979774180620202142) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T04:58Z XX followers, XXX engagements


"@iewney Trade the tape sure but a $1.5T JPM plan isnt a blank check to $IONQ/$OKLO. Its a decade-long financing umbrella with $10B direct equity spread across sectors. Great hires profits. Fundamentals decide the endgame not press releases"  
[X Link](https://x.com/AlphaTalon2025/status/1979775955070812231) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T05:05Z XX followers, XXX engagements


"Keep up with the good work when bulls start blocking instead of debating it usually means the argument hit home. Keep posting facts markets always reward truth over narratives. $IONQ $QUBT $QBTS $RGTI $CCCX"  
[X Link](https://x.com/AlphaTalon2025/status/1979780023117922631) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T05:21Z XX followers, 1672 engagements


"Always @Arcteryx it will never be out"  
[X Link](https://x.com/AlphaTalon2025/status/1979811583955231181) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-19T07:27Z XX followers, XX engagements


"Better structure I agree with the relative positioning. I do expect $CCCX / Infleqtion to run higher short term but it wont last. As Ive said before fundamentals and macro reality will catch up the hype always fades"  
[X Link](https://x.com/AlphaTalon2025/status/1980116549571907767) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-20T03:39Z XX followers, XXX engagements


"I can see $IONQ $QUBT $RGTI $QBTS go higher in the relative short term. I am still net short cant half-ass my thesis. @genejchan you will probably have a more hedged good investment on those levels but only time will tell"  
[X Link](https://x.com/AlphaTalon2025/status/1980116551618662626) [@AlphaTalon2025](/creator/x/AlphaTalon2025) 2025-10-20T03:39Z XX followers, XXX engagements