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[@IPODave](/creator/twitter/IPODave)
"$OKLO never wants to show any weakness - one of few to stay green. Once $HOND gets it new symbol $IMSR next week(s) it will remain the only other small public company on Trump's nuclear pilot list - sells at discount to other nuclear plays. $OKLO made to destroy shorts"  
[X Link](https://x.com/IPODave/status/1978137341144236535) [@IPODave](/creator/x/IPODave) 2025-10-14T16:34Z 13.5K followers, 1580 engagements


"For every hard believer in $ASTS for huge gains there were the same ardent believers in $ASST that have been wiped. bought some $X calls"  
[X Link](https://x.com/IPODave/status/1978426371857678656) [@IPODave](/creator/x/IPODave) 2025-10-15T11:42Z 13.5K followers, 1113 engagements


"Wow they rose ole $CAN from the dead - 💀"  
[X Link](https://x.com/IPODave/status/1978427023463776461) [@IPODave](/creator/x/IPODave) 2025-10-15T11:45Z 13.5K followers, XXX engagements


"$OMER appears the stock du jour off $NVO news"  
[X Link](https://x.com/IPODave/status/1978504442019230083) [@IPODave](/creator/x/IPODave) 2025-10-15T16:53Z 13.5K followers, XXX engagements


"That was the reason why it was spun-off. $KVUE to go BK off Talc and remaining products will be sold off to pay creditors"  
[X Link](https://x.com/IPODave/status/1978982246729089414) [@IPODave](/creator/x/IPODave) 2025-10-17T00:31Z 13.5K followers, 2612 engagements


"$HOND $HONDW - we looking to add back shares we sold other day into merger but will play small here for now - we have upside spreads that will set our risk in name"  
[X Link](https://x.com/IPODave/status/1979216008737960096) [@IPODave](/creator/x/IPODave) 2025-10-17T16:00Z 13.5K followers, XXX engagements


"They came for my $NKLR yesterday now they coming for my $SVII - thank you"  
[X Link](https://x.com/IPODave/status/1978119542732619876) [@IPODave](/creator/x/IPODave) 2025-10-14T15:23Z 13.5K followers, XXX engagements


"Due to $NKLR & $SVII $SVIIW realtively cheap valuation both in nuclear &/or mining - they similiar to our $WYFI adds at $XX as we wait on a PR cycle as any deals would drive outsized moves. Mkt cap is everything"  
[X Link](https://x.com/IPODave/status/1978148898108592534) [@IPODave](/creator/x/IPODave) 2025-10-14T17:20Z 13.5K followers, XXX engagements


"So while $OKLO now trading over $25B the only other SMR Nuclear play that is on Trmups Pilot list $HOND $HONDW sells at 1/10 that value. Me thinks after merger $IMSR should comfortably trade 1/3 $OKLO value"  
[X Link](https://x.com/IPODave/status/1978154502109675746) [@IPODave](/creator/x/IPODave) 2025-10-14T17:42Z 13.5K followers, 1462 engagements


"Amusing myself w today's valuations vs 1999. Most software IPOs IPOd $250-$500mm IPOs we flipped $1.5-$3B - while larger software B2B IPOs $ARBA $CMRC along w $JNPR $BKNG $AKAM hit $20B-$25B. So expensive in 1999 was $25B. same game XXX decades later"  
[X Link](https://x.com/IPODave/status/1978155610651668645) [@IPODave](/creator/x/IPODave) 2025-10-14T17:47Z 13.5K followers, XXX engagements


"SPAC traders amuse me - $SVIIW are now selling at large discount to $SVII but it takes awhile for this arb to be figured out"  
[X Link](https://x.com/IPODave/status/1978176808970228219) [@IPODave](/creator/x/IPODave) 2025-10-14T19:11Z 13.5K followers, XXX engagements


"Can't keep down $URI every sell is a bad one in that name. Probably due for a stock split now"  
[X Link](https://x.com/IPODave/status/1978222933047677018) [@IPODave](/creator/x/IPODave) 2025-10-14T22:14Z 13.5K followers, XXX engagements


"Sticking w my plan I've discussed here on $HOND $HONDW as it hits $XX. Letting options take over - almost forced to now since as one broker halted into corp action mode. I remain long & bids in lower"  
[X Link](https://x.com/IPODave/status/1978447215896019253) [@IPODave](/creator/x/IPODave) 2025-10-15T13:05Z 13.5K followers, XXX engagements


"Still focused on $SVII $SVIIW today to see if buyers come back to names. Want my fav names in space to consolidate some levels now"  
[X Link](https://x.com/IPODave/status/1978448884297867504) [@IPODave](/creator/x/IPODave) 2025-10-15T13:12Z 13.5K followers, XXX engagements


"$HOND holding while $HONDW discounted. After this name hits parity in value w the larger players & that's difficult since $OKLO never wants to go down I'll look to put profits into my other fav SPAC name"  
[X Link](https://x.com/IPODave/status/1978460753314161034) [@IPODave](/creator/x/IPODave) 2025-10-15T13:59Z 13.5K followers, XXX engagements


"Good crush in the momo names - now will the leaders $OKLO $IONQ see hard down moves into Friday's OPEX That is the question but would be par for course as quants start lookin' toward MEGAs or safer plays into earnings"  
[X Link](https://x.com/IPODave/status/1978497557379609030) [@IPODave](/creator/x/IPODave) 2025-10-15T16:25Z 13.5K followers, XXX engagements


"$LGN - yes on IPO we mentioned it provides HVAC & other engineering support for Data Centers. I'd like for on earnings to hear how they plan to pay off debt & drive more to bottom line. They in right bizness just need better margins. Slo-mo name to $42s if they can hit numbers"  
[X Link](https://x.com/IPODave/status/1978526451726217273) [@IPODave](/creator/x/IPODave) 2025-10-15T18:20Z 13.5K followers, XXX engagements


"$NP - my slo-mo insurance play. Insurance were some excellent gainers for us since 2018 but competiton has caught up w them & a more difficult insurance envinronment. This is a unique flood play so will hold"  
[X Link](https://x.com/IPODave/status/1978527381783540099) [@IPODave](/creator/x/IPODave) 2025-10-15T18:24Z 13.5K followers, XXX engagements


"$VIA - boring play but I plan to hold LT to see if they can scale their dominant position w transporation networks. $ALH - most dominant name but laundry machines. Needs to lower debt so it can inc bottom line"  
[X Link](https://x.com/IPODave/status/1978528499179704447) [@IPODave](/creator/x/IPODave) 2025-10-15T18:28Z 13.5K followers, XXX engagements


"Ive held since the downdraft on expectations someone like $AMZN again should take them out or go private. $SN eating their lunch but we know how quick things can change esp w AI. Small position"  
[X Link](https://x.com/IPODave/status/1978604051873882356) [@IPODave](/creator/x/IPODave) 2025-10-15T23:29Z 13.5K followers, 1700 engagements


"My two SPAC horseman of $HOND & $CCCX will be down to one next week as one despacs. Sure other decent spec SPACs weve played for good gains but if market gets rocky ill be focusing only on one name for pullbacks. Smaller token holds in secondary SPAC names"  
[X Link](https://x.com/IPODave/status/1978756880655597701) [@IPODave](/creator/x/IPODave) 2025-10-16T09:36Z 13.5K followers, 1038 engagements


"The State just literally seized $15B in #BTC. Even if you took your #BTC offline the State will find a way so not sure why this keeps being said"  
[X Link](https://x.com/IPODave/status/1978768154668020109) [@IPODave](/creator/x/IPODave) 2025-10-16T10:21Z 13.5K followers, 1456 engagements


"Today got hit low $8-$9s in $CCCXW - covered good chunk of $OKLO $RGTI $IONQ - flatish now as I will see how tomorrow's OPEX plays out. I still think larger issues w credit going to hit but hopefully that comes 2026. But for now i stay high cash looking to add to $CCCXW few others"  
[X Link](https://x.com/IPODave/status/1978884104390050205) [@IPODave](/creator/x/IPODave) 2025-10-16T18:01Z 13.5K followers, 1235 engagements


"Shohei Ohtani - wow"  
[X Link](https://x.com/IPODave/status/1979489226401223136) [@IPODave](/creator/x/IPODave) 2025-10-18T10:06Z 13.5K followers, XXX engagements