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[@jwat_5](/creator/twitter/jwat_5)
"$LYFT CFO confirms that the $MBLY/Marubeni deployment (Dallas) is on track for 2026 ✅"  
[X Link](https://x.com/jwat_5/status/1965575873454866649) [@jwat_5](/creator/x/jwat_5) 2025-09-10T00:39Z XXX followers, 2527 engagements


"NEWS: $LYFT and Waymo Launch Partnership to Expand Autonomous Mobility to Nashville Lyfts Flexdrive subsidiary will manage the full fleet and riders will first be able to hail vehicles on the Waymo app with plans to transition to the Lyft app in 2026"  
[X Link](https://x.com/jwat_5/status/1968300119348109635) [@jwat_5](/creator/x/jwat_5) 2025-09-17T13:04Z XXX followers, XXX engagements


"$MBLY at Evercore ISIs Autonomous ADAS and AI Forum Takeaways 🚕 Mobileye believes they will be the second company after Waymo to remove the safety driver in the US when they launch commercially mid-2026 Confirmed that Nissan the Japanese OEM from the infamous flag slide ended up going with a different supplier (Wayve) in a down-scoped deployment (L2+) Confirmed that the South Korean OEM from the flag slide is in limbo potentially transitioning to other engagements 🩷 Lyft/Marubeni automaker will be picked soon VW is planning to start the one-year European certification process to allow"  
[X Link](https://x.com/jwat_5/status/1973082465506853260) [@jwat_5](/creator/x/jwat_5) 2025-09-30T17:48Z XXX followers, XXX engagements


"Good day for my top semiconductor picks $LRCX $ARM both up over X% I saw the arm / $QCOM news but Im assuming I missed something today that sent Lam Research and semi-cap equipment flying"  
[X Link](https://x.com/jwat_5/status/1973504059723358590) [@jwat_5](/creator/x/jwat_5) 2025-10-01T21:43Z XXX followers, XXX engagements


"$SNOW Palantir investors shaking in their boots at the idea of collaboration instead of non-existent competition"  
[X Link](https://x.com/jwat_5/status/1978790450724299165) [@jwat_5](/creator/x/jwat_5) 2025-10-16T11:49Z XXX followers, XXX engagements


"Like I said average Palantir investor Benioff"  
[X Link](https://x.com/jwat_5/status/1978799592063066132) [@jwat_5](/creator/x/jwat_5) 2025-10-16T12:26Z XXX followers, XX engagements


"Buying the lumber fear dip on $WY New housing construction and repair/remodel in the US and Canada has been in an unexpected and prolonged down cycle. But as with all cyclical industries it's a matter of when not if it will make a comeback. Buffett and Berkshire bought $DHI and $LEN because they know (1) the US is desperate for new affordable home builds and (2) the Trump administration will force down interest rates to support it. As the largest private timberland owner in the US $WY is another way to play the theme"  
[X Link](https://x.com/jwat_5/status/1957838432128102789) [@jwat_5](/creator/x/jwat_5) 2025-08-19T16:13Z XXX followers, XXX engagements


"August Portfolio Update Performance: XX% YTD XX% 1Y XX% 2Y Benchmark (SPY): XX% YTD XX% 1Y XX% 2Y New - $WY - $ABTC - $EVAV Exited - $AVAV - $RELY Commentary - There is no second best so it shouldn't be long before $IREN is my largest holding (currently at 16%). I've been grappling/coming to terms with the fact that despite being up over XXX% on $IREN it's still scratching the surface of the AI cloud opportunity ahead of it. No other company has the vertical integration of land power infrastructure and cloud. I could go on forever but I'll also say I love the founder-led startup approach to"  
[X Link](https://x.com/jwat_5/status/1963399762180542566) [@jwat_5](/creator/x/jwat_5) 2025-09-04T00:32Z XXX followers, 1527 engagements


"$SCHW highlights - Core Net New Assets: $137.5B; UP +44% YoY - 1M new brokerage accounts for the fourth straight quarter Quietly executing ✅"  
[X Link](https://x.com/jwat_5/status/1978792685826634093) [@jwat_5](/creator/x/jwat_5) 2025-10-16T11:58Z XXX followers, XXX engagements


"@xairsman @DeItaone Let me Google that for you"  
[X Link](https://x.com/jwat_5/status/1978835516733755712) [@jwat_5](/creator/x/jwat_5) 2025-10-16T14:48Z XXX followers, XX engagements


"$LYFT DoorDash partnership Penetration is only XX% despite similar benefits to a standard Lyft Pink membership. X% off on-demand rides XX% off scheduled airport rides and two free priority pickups per month. Brewer also highlighted that other partnerships (Hilton Alaska/Hawaiian Bilt) are no more than XX% penetrated. Plus United coming online soon. Such a long growth runway for Lyft based on partnerships alone"  
[X Link](https://x.com/jwat_5/status/1979670836807180524) [@jwat_5](/creator/x/jwat_5) 2025-10-18T22:08Z XXX followers, XXX engagements


"$LYFT Q3/Q4 outlook"  
[X Link](https://x.com/jwat_5/status/1979714086268231694) [@jwat_5](/creator/x/jwat_5) 2025-10-19T00:59Z XXX followers, XXX engagements