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[@eggventions](/creator/twitter/eggventions)
"In 2015 Paul Boudre came in and terminated Soitec's disastrous solar adventure. That was the first step in an incredible turnaround. The common factor solar and EV: markets distorted by government incentives"  
[X Link](https://x.com/eggventions/status/1962911469076378037) [@eggventions](/creator/x/eggventions) 2025-09-02T16:12Z XXX followers, XXX engagements


"Paper shufflers package shufflers etc. House of cards"  
[X Link](https://x.com/eggventions/status/1980698369908494563) [@eggventions](/creator/x/eggventions) 2025-10-21T18:11Z XXX followers, XX engagements


"How to Shield a Portfolio Against an AI Bust Updated Oct. XX 2025 4:39 pm ET AI stocks  $RSP $JNJ $FTSE $IGM $GC  $RSP maybe. The rest nope. Perfect (contrarian) timing on Gold"  
[X Link](https://x.com/eggventions/status/1980707966962503993) [@eggventions](/creator/x/eggventions) 2025-10-21T18:49Z XXX followers, XX engagements


"$IONQ: Down on good (albeit unverified) news"  
[X Link](https://x.com/eggventions/status/1981011427407380565) [@eggventions](/creator/x/eggventions) 2025-10-22T14:55Z XXX followers, XX engagements


"@StockSavvyShay $JDSU (the poster boy for 2000) and $CSCO had product and accelerating revenue. The demand was real and parts were in short supply until they werent. The solution to scarcity is not always more of the same"  
[X Link](https://x.com/eggventions/status/1979928033541689352) [@eggventions](/creator/x/eggventions) 2025-10-19T15:10Z XXX followers, XXX engagements


"Gold will not be different this time UNLESS it can be promoted as a hedge against deflation. That will be tough; these times do not rhyme with the 1930s (gold standard). $CL is telling us where inflation is headed: lower as a consequence of globally distributed overcapacity"  
[X Link](https://x.com/eggventions/status/1980352011452445189) [@eggventions](/creator/x/eggventions) 2025-10-20T19:14Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@eggventions "In 2015 Paul Boudre came in and terminated Soitec's disastrous solar adventure. That was the first step in an incredible turnaround. The common factor solar and EV: markets distorted by government incentives"
X Link @eggventions 2025-09-02T16:12Z XXX followers, XXX engagements

"Paper shufflers package shufflers etc. House of cards"
X Link @eggventions 2025-10-21T18:11Z XXX followers, XX engagements

"How to Shield a Portfolio Against an AI Bust Updated Oct. XX 2025 4:39 pm ET AI stocks $RSP $JNJ $FTSE $IGM $GC $RSP maybe. The rest nope. Perfect (contrarian) timing on Gold"
X Link @eggventions 2025-10-21T18:49Z XXX followers, XX engagements

"$IONQ: Down on good (albeit unverified) news"
X Link @eggventions 2025-10-22T14:55Z XXX followers, XX engagements

"@StockSavvyShay $JDSU (the poster boy for 2000) and $CSCO had product and accelerating revenue. The demand was real and parts were in short supply until they werent. The solution to scarcity is not always more of the same"
X Link @eggventions 2025-10-19T15:10Z XXX followers, XXX engagements

"Gold will not be different this time UNLESS it can be promoted as a hedge against deflation. That will be tough; these times do not rhyme with the 1930s (gold standard). $CL is telling us where inflation is headed: lower as a consequence of globally distributed overcapacity"
X Link @eggventions 2025-10-20T19:14Z XXX followers, XX engagements

creator/twitter::839290227751550978/posts
/creator/twitter::839290227751550978/posts