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# ![@5to9_MJ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::948215935227301888.png) @5to9_MJ 5to9_M.J.

5to9_M.J. posts on X about ai, stocks, in the, $nbis the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::948215935227301888/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::948215935227301888/c:line/m:interactions.svg)

- [--] Week [------] -82%
- [--] Month [-------] +4,531%

### Mentions: [--] [#](/creator/twitter::948215935227301888/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::948215935227301888/c:line/m:posts_active.svg)

- [--] Week [--] +35%
- [--] Month [---] +460%

### Followers: [---] [#](/creator/twitter::948215935227301888/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::948215935227301888/c:line/m:followers.svg)

- [--] Week [---] +127%
- [--] Month [---] +494%

### CreatorRank: [-------] [#](/creator/twitter::948215935227301888/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::948215935227301888/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  39% [stocks](/list/stocks)  21% [technology brands](/list/technology-brands)  19% [cryptocurrencies](/list/cryptocurrencies)  3% [countries](/list/countries)  3% [exchanges](/list/exchanges)  2% [travel destinations](/list/travel-destinations)  1% [financial services](/list/financial-services)  1%

**Social topic influence**
[ai](/topic/ai) 12%, [stocks](/topic/stocks) #2576, [in the](/topic/in-the) 9%, [$nbis](/topic/$nbis) #222, [anthropic](/topic/anthropic) #1057, [we are](/topic/we-are) 7%, [just a](/topic/just-a) 7%, [money](/topic/money) 6%, [$pdyn](/topic/$pdyn) 5%, [the most](/topic/the-most) 4%

**Top accounts mentioned or mentioned by**
[@mrderivatives](/creator/undefined) [@unusualwhales](/creator/undefined) [@deitaone](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@kobeissiletter](/creator/undefined) [@nbisinvestor200](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@amitisinvesting](/creator/undefined) [@toptechstocksus](/creator/undefined) [@retailmourinho](/creator/undefined) [@jonahlupton](/creator/undefined) [@gaghendo007](/creator/undefined) [@doh_in](/creator/undefined) [@milesdeutscher](/creator/undefined) [@markminervini](/creator/undefined) [@kawzinvests](/creator/undefined) [@grindeoptions](/creator/undefined) [@asyminvestor](/creator/undefined) [@mrbeast](/creator/undefined) [@step](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Thomson Reuters Corporation (TRI)](/topic/thomson-reuters) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Advanced Micro Devices (AMD)](/topic/$amd) [Goldman Sachs (GS)](/topic/goldman-sachs) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"One of the stocks I'm invested in $OUST just acquired Stereolabs. To me Ouster ($OUST) just pulled a total mic drop on the robotics industry. For years theres been this boring civil war: Should robots use Lidar or Cameras Ouster just ended the debate by buying Stereolabs and basically saying Why not both By smashing their 3D lasers together with Stereolabs' AI cameras they aren't just selling sensors anymore; they are building the complete optical nervous system. They effectively unlocked the Holy Grail of machine vision. Here is my take: If you are bullish on the bot revolution stop staring"  
[X Link](https://x.com/5to9_MJ/status/2020887665411858862)  2026-02-09T15:49Z [---] followers, [----] engagements


"@milesdeutscher Spot on because we are watching the greatest divide in workforce history happen in real time. Refusing to learn basic AI workflows today is exactly like refusing to use the internet in the late nineties but the punishment for falling behind is going to happen ten times faster"  
[X Link](https://x.com/5to9_MJ/status/2022576208446357969)  2026-02-14T07:38Z [---] followers, [----] engagements


"@markminervini Dont forget $WYFI"  
[X Link](https://x.com/5to9_MJ/status/2016990556862165177)  2026-01-29T21:43Z [---] followers, [---] engagements


"@KawzInvests Also bullish on $PDYN. Doesnt get mentioned often"  
[X Link](https://x.com/5to9_MJ/status/2017688785203413136)  2026-01-31T19:57Z [--] followers, [---] engagements


"The market is officially broken. ๐Ÿšจ Software stocks are trading like it's [----] because of. a GitHub repo Dumping Thomson Reuters 18% because Anthropic shared a legal prompt is the most peak panic signal Ive seen in years. Its irrational. Its emotional. Its capitulation. https://github.com/anthropics/knowledge-work-plugins/tree/main/legal https://github.com/anthropics/knowledge-work-plugins/tree/main/legal"  
[X Link](https://x.com/5to9_MJ/status/2019061942166356364)  2026-02-04T14:54Z [---] followers, [---] engagements


"@GrindeOptions I am honestly impressed by how dramatic the market is today. Apparently because Anthropic taught a chatbot to read a contract investors have decided that every software company on earth is going to zero. Its panic selling based on science fiction. I love it"  
[X Link](https://x.com/5to9_MJ/status/2019102818158973245)  2026-02-04T17:36Z [---] followers, 306.2K engagements


"Today is officially Tech Liquidation day. ๐Ÿ“‰ - Google: Down -5% because they are spending $185B on servers. - Qualcomm: Down -10% because they can't find enough memory chips. - Bitcoin: Broke below $70k. - Silver: Crashed 10%. Investors are fleeing Growth to buy ramen"  
[X Link](https://x.com/5to9_MJ/status/2019509853253964262)  2026-02-05T20:34Z [---] followers, [---] engagements


"Late last night I got a call from this girl. She sent over this photo herself straight from her couch. Her take $NBIS reaches $6969 after earnings this week. No hype no games just her holding up the number like its already done. Ive seen wild calls before but the conviction here was impressive. Earnings drop soon on the 12th. Well see if shes early or prophetic. Either way Im paying attention. $NBIS https://twitter.com/i/web/status/2020229881003753973 https://twitter.com/i/web/status/2020229881003753973"  
[X Link](https://x.com/5to9_MJ/status/2020229881003753973)  2026-02-07T20:15Z [---] followers, [---] engagements


"@Mr_Derivatives Reverse yes"  
[X Link](https://x.com/5to9_MJ/status/2020611385609142420)  2026-02-08T21:31Z [---] followers, [--] engagements


"@asym_investor Thanks a lot Certainly a stock to keep on your watchlist"  
[X Link](https://x.com/5to9_MJ/status/2020788021285585065)  2026-02-09T09:13Z [---] followers, [---] engagements


"@MrBeast @step Nicely done. If theres anyone wondering about investing here to share knowledge"  
[X Link](https://x.com/5to9_MJ/status/2020924841411617205)  2026-02-09T18:16Z [---] followers, [---] engagements


"@usppdd Agreeing with you here. $OUST is a sleeper for most people but once they see the growth target and reaching their goals itll fly. One of the stocks I'm invested in $OUST just acquired Stereolabs. To me Ouster ($OUST) just pulled a total mic drop on the robotics industry. For years theres been this boring civil war: Should robots use Lidar or Cameras Ouster just ended the debate by buying Stereolabs https://t.co/a1Ao1cf3W9 One of the stocks I'm invested in $OUST just acquired Stereolabs. To me Ouster ($OUST) just pulled a total mic drop on the robotics industry. For years theres been"  
[X Link](https://x.com/5to9_MJ/status/2020970551632883729)  2026-02-09T21:18Z [---] followers, [---] engagements


"The most important number today is not a stock price it is [--] Gigawatts. That is how much power Anthropic reportedly wants to secure for its next data center. To put that in perspective that is roughly the energy consumption of New York City. We have reached the point in the AI bubble where software companies are trying to buy entire utility grids. The market is worried about demand for chips. I am worried about the laws of thermodynamics. If you aren't long energy nuclear or copper you are betting on a future that literally cannot be plugged in"  
[X Link](https://x.com/5to9_MJ/status/2020977654837526671)  2026-02-09T21:46Z [---] followers, [----] engagements


"@StockSavvyShay They are authorizing $30 Billion in capital injections like I authorize a large pizza on a Friday night. It must be nice to have a business model where you can spend the GDP of Estonia on new equipment"  
[X Link](https://x.com/5to9_MJ/status/2021204820703555646)  2026-02-10T12:49Z [---] followers, [---] engagements


"To me the market has officially split into two completely different realities today. On one side I have the macro fear screaming at me because Goldman Sachs is warning about selling pressure and I am supposed to be worried about Anthropic draining the power grid like a sci-fi villain. The indices just feel heavy and gross to me. But then I look at the actual execution and it tells a totally different story. I see TSMC posting 37% revenue growth to prove the AI slowdown is a myth. I see Spotify up 15% because profitability is finally cool again. I see Oscar Health guiding for a massive $18.7"  
[X Link](https://x.com/5to9_MJ/status/2021298761813614888)  2026-02-10T19:02Z [---] followers, [---] engagements


"If Latka is right and they are doing $2.8M in ARR that makes the Nebius acquisition (up to $400M) absolutely wild. We are talking about a 100x+ revenue multiple. To me this confirms that Nebius didn't buy a business they bought a monopoly. They aren't paying for the $2.8M in credits sold to developers last year but they are paying for the right to be the default search engine for the millions of AI agents coming online next year. https://twitter.com/i/web/status/2021594073283400189 https://twitter.com/i/web/status/2021594073283400189"  
[X Link](https://x.com/5to9_MJ/status/2021594073283400189)  2026-02-11T14:36Z [---] followers, [---] engagements


"@accounting_ds You nailed it. The chop is designed to kill both the bulls and the bears before the real move happens"  
[X Link](https://x.com/5to9_MJ/status/2021617995886232031)  2026-02-11T16:11Z [---] followers, [--] engagements


"@QuiverQuant I love that if a CEO did this they would be in jail but if a Congressman on the AI subcommittee does it it's just portfolio rebalancing. It must be nice to trade with a cheat code"  
[X Link](https://x.com/5to9_MJ/status/2021618222244802712)  2026-02-11T16:11Z [---] followers, [----] engagements


"@amitisinvesting I am just here for the inevitable [----] word open letter on X explaining why the Metaverse is the future of humanity. Ackman doesn't just buy a stock he writes a thesis on it. Im ready for the content"  
[X Link](https://x.com/5to9_MJ/status/2021665873275367849)  2026-02-11T19:21Z [---] followers, [----] engagements


"I honestly don't know whether to celebrate or cry that the economy added [------] jobs last month completely crushing the 70k estimate. Its great for the country but the Fed is definitely going to use this as an excuse to keep interest rates high until were all ancient. My portfolio would really prefer it if the economy stopped being so resilient for just five minutes so we could finally get those rate cuts. https://twitter.com/i/web/status/2021688165132906991 https://twitter.com/i/web/status/2021688165132906991"  
[X Link](https://x.com/5to9_MJ/status/2021688165132906991)  2026-02-11T20:49Z [---] followers, [--] engagements


"@DonkeyCapital69 That sounds like a totally modest and reasonable list of demands for a single earnings call"  
[X Link](https://x.com/5to9_MJ/status/2021883781196419212)  2026-02-12T09:47Z [---] followers, [---] engagements


"@Mr_Derivatives I keep telling myself to close them early but my toxic trait is thinking it'll be fine until the market proves me wrong"  
[X Link](https://x.com/5to9_MJ/status/2021884763162755234)  2026-02-12T09:51Z [---] followers, [---] engagements


"@chamath It is wild that Microsoft is paying the OpenAI bill while Meta is the one cashing the stock checks"  
[X Link](https://x.com/5to9_MJ/status/2021885058324549888)  2026-02-12T09:52Z [---] followers, [---] engagements


"@DeItaone I cant wait for the day when my biggest commute struggle is deciding between a Waymo or an Uber rather than praying my human driver doesn't miss the exit"  
[X Link](https://x.com/5to9_MJ/status/2021964147341373677)  2026-02-12T15:06Z [---] followers, [---] engagements


"@DeItaone If JPM is already warning everyone about a jolt the actual report will probably be a total nothing-burger since the fear is already priced in"  
[X Link](https://x.com/5to9_MJ/status/2022038671063683422)  2026-02-12T20:02Z [---] followers, [----] engagements


"@SJCapitalInvest Until someone invents magic fusion tomorrow the not enough energy thesis isn't just a theory it's basically a law of physics at this point"  
[X Link](https://x.com/5to9_MJ/status/2022041926674059378)  2026-02-12T20:15Z [---] followers, [---] engagements


"@Mr_Derivatives Hello its here"  
[X Link](https://x.com/5to9_MJ/status/2022332630453334351)  2026-02-13T15:30Z [---] followers, [--] engagements


"$NBIS is making it very hard to be bearish. They just won the contract for Israels National AI Supercomputer. https://simplywall.st/stocks/us/software/nasdaq-nbis/nebius-group/news/nebius-wins-israel-ai-supercomputer-role-and-expands-infrast https://simplywall.st/stocks/us/software/nasdaq-nbis/nebius-group/news/nebius-wins-israel-ai-supercomputer-role-and-expands-infrast"  
[X Link](https://x.com/5to9_MJ/status/2017617617591452049)  2026-01-31T15:15Z [---] followers, [---] engagements


"@optionscjp The market saw Anthropic upload a prompt for legal review and decided Thomson Reuters $TRI was suddenly worthless"  
[X Link](https://x.com/5to9_MJ/status/2019141259731046400)  2026-02-04T20:09Z [---] followers, [---] engagements


"I am still wrapping my head around the fact that a .txt file on GitHub just wiped out billions in market cap. The market saw Anthropic upload a prompt for legal review and decided Thomson Reuters $TRI was suddenly worthless. That is not pricing in risk.That is a full-blown hallucination. If a single prompt template can crash the entire software sector we are all just gambling at this point. ๐ŸŽฒ Does anybody see any actual headlines that are the reason for the sale off today I was surfing half the morning so I missed any big news -$250k while i was in the water ๐Ÿ˜… Does anybody see any actual"  
[X Link](https://x.com/5to9_MJ/status/2019142738571108774)  2026-02-04T20:15Z [---] followers, [---] engagements


"@unusual_whales Europes largest asset manager thinks you should buy more Europe I am shocked. Shocked I tell you"  
[X Link](https://x.com/5to9_MJ/status/2021946265828045305)  2026-02-12T13:55Z [---] followers, [---] engagements


"@Mr_Derivatives Exactly. Why stress about timing the exact top to short when you can just wait for the market to hand you a massive entry on your highest conviction plays"  
[X Link](https://x.com/5to9_MJ/status/2022040111584882742)  2026-02-12T20:08Z [---] followers, [---] engagements


"@unusual_whales How do you miss EPS by over $3.00 on a marginal revenue miss That isn't just a bad quarter; that is a massive impairment or legal bomb buried in the footnotes. Absolute disaster"  
[X Link](https://x.com/5to9_MJ/status/2022055590357602597)  2026-02-12T21:09Z [---] followers, 21.8K engagements


"@stocktalkweekly his is massive for the inflation narrative. If he actually cuts these tariffs he basically just did the Fed's job for them"  
[X Link](https://x.com/5to9_MJ/status/2022227007296446494)  2026-02-13T08:31Z [---] followers, [---] engagements


"@KobeissiLetter Classic leverage play. You ramp up the threat to maximum pain get everyone to the table and then magnanimously roll them back to look like the hero while securing concessions"  
[X Link](https://x.com/5to9_MJ/status/2022227269474038092)  2026-02-13T08:32Z [---] followers, [----] engagements


"@amitisinvesting This is the absolute best case scenario. It is cool enough to kill the inflation scare but stable enough to keep the soft landing narrative alive"  
[X Link](https://x.com/5to9_MJ/status/2022304121563283523)  2026-02-13T13:37Z [---] followers, [----] engagements


"Following up on the $NASDAQ breaking its [--] week floor here is the biggest secret on Wall Street: capital doesn't just evaporate. It rotates. The billions bleeding out of stretched tech mega caps aren't going to cash. Hopefully they will be flowing straight down the market cap ladder into high beta stocks. A market propped up by a handful of tech monopolies is fragile. A market where high-beta small caps and cyclicals catch the capital is a healthy durable bull market. Ive been staring at the $NASDAQ weekly chart (Tech stocks ETF) and I think the boring phase is officially over. For ten"  
[X Link](https://x.com/5to9_MJ/status/2022669049549783368)  2026-02-14T13:47Z [---] followers, [---] engagements


"@TopTechStocksUS It is actually hilarious to me that people forget these guys built a search empire while most of us were still figuring out how to use a mouse. Acquiring Tavily isn't just a random bet its them flexing [--] years of muscle memory in a new game"  
[X Link](https://x.com/5to9_MJ/status/2021573323390435530)  2026-02-11T13:13Z [---] followers, [--] engagements


"@unusual_whales We are officially back in the sweet spot. Inflation is cooling without a recession and the Fed has the green light to cut"  
[X Link](https://x.com/5to9_MJ/status/2022332852239782190)  2026-02-13T15:31Z [---] followers, [---] engagements


"Nebius [----] Strategy: The $9 Billion Roadmap Nebius ($NBIS) just dropped a letter that effectively maps out how they plan to conquer the AI world in [----] and the numbers are frankly staggering. If http://x.com/i/article/2021937386704302080 http://x.com/i/article/2021937386704302080"  
[X Link](https://x.com/5to9_MJ/status/2021940325376287070)  2026-02-12T13:31Z [---] followers, [----] engagements


"@BobLoukas Were already in a correction right now with high beta names"  
[X Link](https://x.com/5to9_MJ/status/2022054985799020673)  2026-02-12T21:07Z [---] followers, [----] engagements


"@nbisinvestor200 More bullish than before their earnings. Not a single red flag to me. My thoughts: https://x.com/5to9_mj/status/2021940325376287070s=46 https://t.co/Gi6iJXKEFF https://x.com/5to9_mj/status/2021940325376287070s=46 https://t.co/Gi6iJXKEFF"  
[X Link](https://x.com/5to9_MJ/status/2022228275377143885)  2026-02-13T08:36Z [---] followers, [---] engagements


"Everyone is going to chase the flashy tech companies but the smart money is looking straight at the foundation. If we are entering a massive spending super cycle like he predicts then the obvious buys are the companies making the physical hardware and cooling systems. You want to own the concrete and the power lines of the AI boom. https://twitter.com/i/web/status/2022579371903430989 https://twitter.com/i/web/status/2022579371903430989"  
[X Link](https://x.com/5to9_MJ/status/2022579371903430989)  2026-02-14T07:51Z [---] followers, [---] engagements


"@Mr_Derivatives The great rotation is totally real because the money is not leaving the market it is currently just moving out of the tech monopolies"  
[X Link](https://x.com/5to9_MJ/status/2022662603882008729)  2026-02-14T13:21Z [---] followers, [----] engagements


"@aleabitoreddit If these projections hold up then South Korea is basically the trade of the decade right now. People are paying massive premiums for Apple and Amazon while Sk Hynix is sitting right there quietly preparing to out earn both of them at a fraction of the price"  
[X Link](https://x.com/5to9_MJ/status/2022664657425825894)  2026-02-14T13:30Z [---] followers, [---] engagements


"@Mr_Derivatives That trendline. doesnt seem right to me. Feels like its fitted to see a narrative instead of reading the chart"  
[X Link](https://x.com/5to9_MJ/status/2022952896099422380)  2026-02-15T08:35Z [---] followers, [---] engagements


"@aleabitoreddit You are right about the AI hoarding cycle and the explosive revenue estimates but Wall Street is definitely not asleep at the wheel on the major storage players $SNDK had a massive run"  
[X Link](https://x.com/5to9_MJ/status/2022951828690796768)  2026-02-15T08:31Z [---] followers, [----] engagements


"@KobeissiLetter Trading twice the entire global annual supply of tin in a single day is absolutely insane. That is the ultimate proof that this rally has completely detached from real world fundamentals and morphed into pure paper speculation"  
[X Link](https://x.com/5to9_MJ/status/2023071061701509595)  2026-02-15T16:25Z [---] followers, [---] engagements


"Hello $NBIS with the green dildo and at $100 where have you been my friend"  
[X Link](https://x.com/5to9_MJ/status/2022334310456738112)  2026-02-13T15:37Z [---] followers, [---] engagements


"@unusual_whales Makes perfect sense. You can't fight a compute war against Google and Microsoft with just VC money forever. They need the public markets to fund the next $10B cluster"  
[X Link](https://x.com/5to9_MJ/status/2022381681936863520)  2026-02-13T18:45Z [---] followers, [---] engagements


"@DeItaone This is the ultimate irony. Barclays says industrials and commodities are safe yet the market is dumping $NBIS and $TE which are literally industrial infrastructure and energy plays just because they have AI in the story. They are misclassifying physical assets as software"  
[X Link](https://x.com/5to9_MJ/status/2022304534421205071)  2026-02-13T13:39Z [---] followers, [---] engagements


"@DeItaone This confirms the thesis that $DJT isn't just a media company anymore it's morphing into a crypto holding company"  
[X Link](https://x.com/5to9_MJ/status/2022366403047620855)  2026-02-13T17:44Z [---] followers, [----] engagements


"Ive been staring at the $NASDAQ weekly chart (Tech stocks ETF) and I think the boring phase is officially over. For ten straight weeks we have been trapped in this tight indecisive range just chopping sideways frustrating bulls and bears alike. It was basically a trader's purgatory where trends went to die. But look at the chart right now. That latest candle isn't just testing the floor it looks like it is actually closing below it. To me this is a change in character. When you finally break a ten week consolidation block to the downside it usually isn't a head fake. If this weekly close"  
[X Link](https://x.com/5to9_MJ/status/2022394174813704632)  2026-02-13T19:35Z [---] followers, [----] engagements


"@iamtomnash Talk about a massive flex. Locking down the defense sector with that new authorization means they can deploy their tech anywhere on the battlefield while simultaneously cementing their grip on global aviation with Airbus"  
[X Link](https://x.com/5to9_MJ/status/2022669729673155003)  2026-02-14T13:50Z [---] followers, [---] engagements


"@charliebilello To be fair a couple of them are still barely hanging onto the green for the year but your overall point is absolutely right. The heavy hitters are cooling off fast because people are tired of paying massive premiums for them"  
[X Link](https://x.com/5to9_MJ/status/2022801594136379819)  2026-02-14T22:34Z [---] followers, [----] engagements


"You cannot expect Tech and Financials to carry the S&P [---] in a straight line forever without a rest. Consolidating near the [--] week SMA after a massive multi-year run is completely normal technical behavior and a bear market is not coming just because leadership is taking a breather. The fact that the broader market is holding up while value sectors take the baton is actually a bullish signal https://twitter.com/i/web/status/2022802307319058609 https://twitter.com/i/web/status/2022802307319058609"  
[X Link](https://x.com/5to9_MJ/status/2022802307319058609)  2026-02-14T22:37Z [---] followers, [----] engagements


"The reality is that both OpenAI and Anthropic are going to spend hundreds of billions of dollars just trying to out compute each other over the next decade. Instead of guessing which massive software model wins the war at a $500B+ premium the real opportunity is buying the infrastructure companies selling them the servers land and power. https://twitter.com/i/web/status/2022803254065746309 https://twitter.com/i/web/status/2022803254065746309"  
[X Link](https://x.com/5to9_MJ/status/2022803254065746309)  2026-02-14T22:40Z [---] followers, [----] engagements


"@aleabitoreddit OpenAI is practically spelling it out for lawmakers you can have all the advanced chips in the world but if you do not have the grid infrastructure to plug them in you lose the AI race. That makes companies like $VRT $ETN and $PWR the critical picks and shovels at this time"  
[X Link](https://x.com/5to9_MJ/status/2023070661971746888)  2026-02-15T16:23Z [---] followers, [---] engagements


"I see this exact sentiment showing up across so many different alternative economic indicators right now. The surface level data looks fine but when I look deeper into the heavy revisions and rising consumer debt metrics it is obvious there is a massive divide between the stock market and the actual consumer experience. https://twitter.com/i/web/status/2023116299547631650 https://twitter.com/i/web/status/2023116299547631650"  
[X Link](https://x.com/5to9_MJ/status/2023116299547631650)  2026-02-15T19:24Z [---] followers, [----] engagements


"@KobeissiLetter I look at this data and immediately see a massive bottleneck forming in the market's hidden plumbing. If primary dealers are already choking on nearly half a trillion dollars of government debt I think the next sudden liquidity shock could get incredibly ugly"  
[X Link](https://x.com/5to9_MJ/status/2023116968522309689)  2026-02-15T19:27Z [---] followers, [---] engagements


"I completely agree with your approach because if Arkady is openly targeting over [--] gigawatts of power capacity by [----] even your current multi thousand dollar price targets might end up looking conservative. Treating them as a legitimate future hyperscaler instead of just a niche AI cloud provider is exactly how I think you catch these violent generational reratings"  
[X Link](https://x.com/5to9_MJ/status/2023119326006374661)  2026-02-15T19:36Z [---] followers, [---] engagements


"It is hilarious how everyone suddenly becomes a technical expert on stage four declines only after stocks like Palantir and Robinhood are already down 40%. My experience tells me that when the absolute worst case scenario becomes the consensus mainstream opinion the market is usually just days away from a violent upward reversal. https://twitter.com/i/web/status/2023119810998231168 https://twitter.com/i/web/status/2023119810998231168"  
[X Link](https://x.com/5to9_MJ/status/2023119810998231168)  2026-02-15T19:38Z [---] followers, [---] engagements


"The pressure is building on $NBIS. โšก We are currently fighting to reclaim the $98 level which has been the ceiling for this consolidation. The chart is painting a clear picture: Buyers are stepping up at the lows ($93s) but we need to clear this specific supply zone to unlock the next leg up. Close above here and the squeeze to $105+ is back on the table. https://twitter.com/i/web/status/2016436217731068161 https://twitter.com/i/web/status/2016436217731068161"  
[X Link](https://x.com/MisterMike666/status/2016436217731068161)  2026-01-28T09:00Z [--] followers, [---] engagements


"One of the stocks Im closely watching just had good news: $PDYN just secured the validation we've been waiting for. ๐Ÿ›ฐ๐Ÿค The Air Force didn't just buy a drone; they bought the operating system for the swarm. The new contract ("HANGTIME") specifically deploys SwarmOS to coordinate assets across Space Air and Land simultaneously. The Key Detail: This includes Satellites for the first time. They are building the neural network that allows satellites to "talk" to ground robots in real-time. Congratulations holders on to more https://twitter.com/i/web/status/2016598772411691089"  
[X Link](https://x.com/MisterMike666/status/2016598772411691089)  2026-01-28T19:46Z [--] followers, [--] engagements


"@mikealfred If the girlfriend also has maximal gains well all make it"  
[X Link](https://x.com/MisterMike666/status/2016768853288632740)  2026-01-29T07:02Z [--] followers, [--] engagements


"@retail_mourinho More good things in the pipeline looking at their goals for this year"  
[X Link](https://x.com/MisterMike666/status/2016833673832571357)  2026-01-29T11:19Z [--] followers, [---] engagements


"@investingluc Great way of investing. When you finally find that stock where you build conviction in holding will be easy and growth will come natural"  
[X Link](https://x.com/MisterMike666/status/2016834910367936595)  2026-01-29T11:24Z [--] followers, [--] engagements


"Market logic today: ๐Ÿ“‰ Mag 7: "We are spending $37B+ a quarter on data centers because we literally cannot build them fast enough." Wall Street: "Sell the data center stocks." The disconnect is laughable. The Capex isn't vanishing it's flowing directly into the order books of the builders and power providers. If you sell the suppliers because the customer is spending too much you hate money. $MSFT https://twitter.com/i/web/status/2016891068055232945 https://twitter.com/i/web/status/2016891068055232945"  
[X Link](https://x.com/MisterMike666/status/2016891068055232945)  2026-01-29T15:07Z [--] followers, [--] engagements


"@HolySmokas Everything is bleeding today"  
[X Link](https://x.com/MisterMike666/status/2016989987925835915)  2026-01-29T21:41Z [--] followers, [---] engagements


"@jimcramer Shit. Were going in a bear market by reading this"  
[X Link](https://x.com/MisterMike666/status/2016991851820028295)  2026-01-29T21:48Z [--] followers, [--] engagements


"@MB_Hogan People dont research Arkad. If they would they wouldnt bet on it"  
[X Link](https://x.com/MisterMike666/status/2017141462069137467)  2026-01-30T07:42Z [--] followers, [---] engagements


"I just read that ASML bookings doubled. Someone out there is panic-buying $300M chip printers like they were toilet paper in [----]. ๐Ÿงป๐Ÿคฏ If the smartest engineers on earth are ramping up production this hard Im not gonna bet against them. But I can't afford a lithography machine so I'm buying the guys who rent out the rooms for the chips. My High Density watchlist for the next leg up: * $NBIS (The GPU Cloud play) * $IREN (Cheap power = king) * $APLD (If you build it they will compute) https://twitter.com/i/web/status/2017238628666147021 https://twitter.com/i/web/status/2017238628666147021"  
[X Link](https://x.com/MisterMike666/status/2017238628666147021)  2026-01-30T14:09Z [--] followers, [--] engagements


"@retail_mourinho Theyre bringing out the good news today ๐Ÿš€"  
[X Link](https://x.com/MisterMike666/status/2017241122330780069)  2026-01-30T14:18Z [--] followers, [---] engagements


"@RJCcapital Green days ahead ๐Ÿช€"  
[X Link](https://x.com/MisterMike666/status/2017241727459901660)  2026-01-30T14:21Z [--] followers, [--] engagements


"@BaBorzakuy Its not about momentum. Fundaments didnt change"  
[X Link](https://x.com/MisterMike666/status/2017289709223895321)  2026-01-30T17:32Z [--] followers, [---] engagements


"I treat the stock market like the grocery store. I refuse to pay full price. Red days are just clearance sales because the manager is panicking. I'm not catching a falling knife. Im buying a prime steak at 20% off. Time to go shopping. ๐Ÿฅฉ๐Ÿ’ธ"  
[X Link](https://x.com/MisterMike666/status/2017292861998272908)  2026-01-30T17:44Z [--] followers, [--] engagements


"I feel like I'm walking through a Best Buy on Black Friday but for stocks. The market is absolutely losing its mind today and I love it. The Logic: * $MSFT dumps 10% because they are spending too much money building the future (Capex up Azure +39%) * $AAPL literally posts its best quarter ever ($143B Rev) and the stock is still red * Bitcoin is down 6% to $81k because. reasons Everyone is screaming "Sell" because the numbers are too good. Im not panicking. Im filling the shopping cart while the algos glitch out. Who else is buying this flush ๐Ÿ›’"  
[X Link](https://x.com/MisterMike666/status/2017334124902801714)  2026-01-30T20:28Z [--] followers, [--] engagements


"Safe havens are only boring until the moment they become the only life raft left. https://x.com/barkmeta/status/2017421425846472745s=46 Let me get this straight $15T was just wiped from Gold and Silver in less than [--] hours. That kind of money doesn't just vanish. It HAS to go somewhere So where did it go I think we all know the answer but no one is allowed to say it out loud https://x.com/barkmeta/status/2017421425846472745s=46 Let me get this straight $15T was just wiped from Gold and Silver in less than [--] hours. That kind of money doesn't just vanish. It HAS to go somewhere So where did"  
[X Link](https://x.com/MisterMike666/status/2017519310470602834)  2026-01-31T08:44Z [--] followers, [--] engagements


"@Polymarket It starts with agents ๐Ÿ‘€"  
[X Link](https://x.com/MisterMike666/status/2017702251007975666)  2026-01-31T20:51Z [--] followers, [--] engagements


"@GarethSoloway The crash already happened. Can it go down further Of course but no need for further doom scenarios"  
[X Link](https://x.com/MisterMike666/status/2017723432964678002)  2026-01-31T22:15Z [--] followers, [---] engagements


"Hyliion Holdings Corp. $HYLN : The KARNO Paradigm Shift An Asymmetric Deep Value Opportunity in Distributed Energy Infrastructure After hundreds of hours of reading 10-Ks tracking energy permits and modeling power capacity from [--] PM to [--] PM. My first official Investment Thesis is live. โšก๐Ÿ‚ Its not a trade. Its a 5-year bet on the most critical bottleneck in the AI supply chain. The Thesis: Why the market is mispricing $HYLN The "Hidden Asset" worth more than the market cap Why the risk/reward is asymmetric right now Read the full breakdown here: ๐Ÿ‘‡"  
[X Link](https://x.com/5to9_MJ/status/2014013638177153402)  2026-01-21T16:34Z [--] followers, [---] engagements


"Quietly having a very strong week. ๐Ÿ‘€ $WYFI +5% today. They just secured $230M in funding to scale their data centers and the chart is starting to reflect that cash injection. When the financing risk is removed the execution trade begins. Don't sleep on the small-cap infrastructure builders. ๐Ÿš€ https://twitter.com/i/web/status/2016158706254180544 https://twitter.com/i/web/status/2016158706254180544"  
[X Link](https://x.com/5to9_MJ/status/2016158706254180544)  2026-01-27T14:37Z [--] followers, [---] engagements


"@0xkyle__ Either way stocks like $NBIS $IREN $WYFI $APLD wont stop seeing growth"  
[X Link](https://x.com/5to9_MJ/status/2016200422130610253)  2026-01-27T17:23Z [--] followers, [---] engagements


"$PDYN is the most important defense stock you aren't watching. ๐Ÿ•ตโ™‚ While the giants fight over building $100M jets Palladyne is writing the code that lets one pilot control [--] cheap drones at once. They just bridged Space Ground with their new Air Force win. Its not a robotics company anymore. Its the operating system for the swarm. https://twitter.com/i/web/status/2016884806840119610 https://twitter.com/i/web/status/2016884806840119610"  
[X Link](https://x.com/5to9_MJ/status/2016884806840119610)  2026-01-29T14:43Z [--] followers, [----] engagements


"@KrakTrades Researching $PDYN atm. Agreeing with you here looks like a very strong buy even if it dips lower during current macro events"  
[X Link](https://x.com/5to9_MJ/status/2018015453759557882)  2026-02-01T17:35Z [--] followers, [---] engagements


"Which stocks are we buying regarding the post below during these days full of new opportunities Personally I'm lacking any 'mineral' play investments. https://x.com/unusual_whales/status/2018296516700496088s=20 BREAKING: Trump launches $12 billion minerals stockpile to counter China https://x.com/unusual_whales/status/2018296516700496088s=20 BREAKING: Trump launches $12 billion minerals stockpile to counter China"  
[X Link](https://x.com/5to9_MJ/status/2018334843621531656)  2026-02-02T14:45Z [--] followers, [--] engagements


"@nbisinvestor200 Just a matter of time untill the market wakes up and truly values $NBIS ๐Ÿ’š"  
[X Link](https://x.com/5to9_MJ/status/2018338309320184038)  2026-02-02T14:58Z [--] followers, [--] engagements


"$NQ Nasdaq: From early December we're in a range [--------] - [--------]. Depending on which one breaks on the weekly we'll move towards that direction"  
[X Link](https://x.com/5to9_MJ/status/2018357996267450508)  2026-02-02T16:17Z [--] followers, [--] engagements


"@JaxxMcbride $GLXY is an underdog to the public right now. If they truly see what their guidance for data centers is + their crypto business price would be much higher"  
[X Link](https://x.com/5to9_MJ/status/2018436511662854221)  2026-02-02T21:28Z [--] followers, [---] engagements


"@WatcherGuru Teach them only to buy and we'll be in for an infinite bull market. ๐Ÿค“"  
[X Link](https://x.com/5to9_MJ/status/2018606469269381547)  2026-02-03T08:44Z [--] followers, [--] engagements


"@MitchMartan98 Interesting to see what comes out of the $GLXY earnings. They've got the Crypto market against them with current bear sentiment"  
[X Link](https://x.com/5to9_MJ/status/2018606861814222857)  2026-02-03T08:45Z [--] followers, [---] engagements


"@Mr_Derivatives Lets hope earnings will save them. Oh wait"  
[X Link](https://x.com/5to9_MJ/status/2018762220763504810)  2026-02-03T19:03Z [--] followers, [----] engagements


"I told you $PDYN wasn't just a drone play. Today they proved it. ๐Ÿš€ The News: They just secured a contract with a Major Defense Prime to put their tech inside a U.S. Missile System. The giants (Lockheed/Raytheon/Northrop) aren't trying to beat Palladynes software anymore. They are buying it to put inside their own weapons. The swarm is getting lethal. https://twitter.com/i/web/status/2019076621831954829 https://twitter.com/i/web/status/2019076621831954829"  
[X Link](https://x.com/5to9_MJ/status/2019076621831954829)  2026-02-04T15:52Z [--] followers, [---] engagements


"Im currently digging through the tech wreckage bin like a raccoon looking for a half-eaten sandwich. Apparently $AMD and Software are worthless now because of a PDF reader and some bad guidance. Perfect. I love buying trash that turns into treasure. What is the worst stock you are irresponsible enough to buy today https://twitter.com/i/web/status/2019114974371586372 https://twitter.com/i/web/status/2019114974371586372"  
[X Link](https://x.com/5to9_MJ/status/2019114974371586372)  2026-02-04T18:24Z [--] followers, [---] engagements


"@TheLongInvest Apparently because Anthropic taught a chatbot to read a contract investors have decided that every software company on earth is going to zero"  
[X Link](https://x.com/5to9_MJ/status/2019140303110959165)  2026-02-04T20:05Z [--] followers, [---] engagements


"@mvcinvesting The $NBIS team keeps on building the blocks. With current market this news won't have any effect but it's going to give us more opportunity to buy at these prices"  
[X Link](https://x.com/5to9_MJ/status/2019400062548557833)  2026-02-05T13:17Z [--] followers, [----] engagements


"@unusual_whales Im with Morgan Stanley on this one. The Fed is an ocean liner not a jet ski"  
[X Link](https://x.com/5to9_MJ/status/2019403510802972764)  2026-02-05T13:31Z [--] followers, [---] engagements


"@ecommerceshares $AMD and $NVDA aren't dropping because the business is bad. They are dropping because they are the only liquid assets left in the portfolio that still have a profit"  
[X Link](https://x.com/5to9_MJ/status/2019423759430775122)  2026-02-05T14:51Z [--] followers, [---] engagements


"@unusual_whales If Nvidia is literally cutting production because they can't find enough memory the memory makers are sitting on a gold mine. $MU"  
[X Link](https://x.com/5to9_MJ/status/2019426514748756316)  2026-02-05T15:02Z [--] followers, [----] engagements


"@joecarlsonshow When you put it that way it does sound pretty stupid doesn't it ๐Ÿ˜‚ The market is just mad that the money printer is being used to build factories instead of buying back stock for one quarter"  
[X Link](https://x.com/5to9_MJ/status/2019510324609839524)  2026-02-05T20:35Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@5to9_MJ Avatar @5to9_MJ 5to9_M.J.

5to9_M.J. posts on X about ai, stocks, in the, $nbis the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

  • [--] Week [------] -82%
  • [--] Month [-------] +4,531%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +35%
  • [--] Month [---] +460%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +127%
  • [--] Month [---] +494%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 39% stocks 21% technology brands 19% cryptocurrencies 3% countries 3% exchanges 2% travel destinations 1% financial services 1%

Social topic influence ai 12%, stocks #2576, in the 9%, $nbis #222, anthropic #1057, we are 7%, just a 7%, money 6%, $pdyn 5%, the most 4%

Top accounts mentioned or mentioned by @mrderivatives @unusualwhales @deitaone @sjcapitalinvest @kobeissiletter @nbisinvestor200 @aleabitoreddit @amitisinvesting @toptechstocksus @retailmourinho @jonahlupton @gaghendo007 @doh_in @milesdeutscher @markminervini @kawzinvests @grindeoptions @asyminvestor @mrbeast @step

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) WhiteFiber, Inc. (WYFI) Thomson Reuters Corporation (TRI) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Galaxy Digital Inc. (GLXY) Advanced Micro Devices (AMD) Goldman Sachs (GS) Uber Technologies, Inc. (UBER)

Top Social Posts

Top posts by engagements in the last [--] hours

"One of the stocks I'm invested in $OUST just acquired Stereolabs. To me Ouster ($OUST) just pulled a total mic drop on the robotics industry. For years theres been this boring civil war: Should robots use Lidar or Cameras Ouster just ended the debate by buying Stereolabs and basically saying Why not both By smashing their 3D lasers together with Stereolabs' AI cameras they aren't just selling sensors anymore; they are building the complete optical nervous system. They effectively unlocked the Holy Grail of machine vision. Here is my take: If you are bullish on the bot revolution stop staring"
X Link 2026-02-09T15:49Z [---] followers, [----] engagements

"@milesdeutscher Spot on because we are watching the greatest divide in workforce history happen in real time. Refusing to learn basic AI workflows today is exactly like refusing to use the internet in the late nineties but the punishment for falling behind is going to happen ten times faster"
X Link 2026-02-14T07:38Z [---] followers, [----] engagements

"@markminervini Dont forget $WYFI"
X Link 2026-01-29T21:43Z [---] followers, [---] engagements

"@KawzInvests Also bullish on $PDYN. Doesnt get mentioned often"
X Link 2026-01-31T19:57Z [--] followers, [---] engagements

"The market is officially broken. ๐Ÿšจ Software stocks are trading like it's [----] because of. a GitHub repo Dumping Thomson Reuters 18% because Anthropic shared a legal prompt is the most peak panic signal Ive seen in years. Its irrational. Its emotional. Its capitulation. https://github.com/anthropics/knowledge-work-plugins/tree/main/legal https://github.com/anthropics/knowledge-work-plugins/tree/main/legal"
X Link 2026-02-04T14:54Z [---] followers, [---] engagements

"@GrindeOptions I am honestly impressed by how dramatic the market is today. Apparently because Anthropic taught a chatbot to read a contract investors have decided that every software company on earth is going to zero. Its panic selling based on science fiction. I love it"
X Link 2026-02-04T17:36Z [---] followers, 306.2K engagements

"Today is officially Tech Liquidation day. ๐Ÿ“‰ - Google: Down -5% because they are spending $185B on servers. - Qualcomm: Down -10% because they can't find enough memory chips. - Bitcoin: Broke below $70k. - Silver: Crashed 10%. Investors are fleeing Growth to buy ramen"
X Link 2026-02-05T20:34Z [---] followers, [---] engagements

"Late last night I got a call from this girl. She sent over this photo herself straight from her couch. Her take $NBIS reaches $6969 after earnings this week. No hype no games just her holding up the number like its already done. Ive seen wild calls before but the conviction here was impressive. Earnings drop soon on the 12th. Well see if shes early or prophetic. Either way Im paying attention. $NBIS https://twitter.com/i/web/status/2020229881003753973 https://twitter.com/i/web/status/2020229881003753973"
X Link 2026-02-07T20:15Z [---] followers, [---] engagements

"@Mr_Derivatives Reverse yes"
X Link 2026-02-08T21:31Z [---] followers, [--] engagements

"@asym_investor Thanks a lot Certainly a stock to keep on your watchlist"
X Link 2026-02-09T09:13Z [---] followers, [---] engagements

"@MrBeast @step Nicely done. If theres anyone wondering about investing here to share knowledge"
X Link 2026-02-09T18:16Z [---] followers, [---] engagements

"@usppdd Agreeing with you here. $OUST is a sleeper for most people but once they see the growth target and reaching their goals itll fly. One of the stocks I'm invested in $OUST just acquired Stereolabs. To me Ouster ($OUST) just pulled a total mic drop on the robotics industry. For years theres been this boring civil war: Should robots use Lidar or Cameras Ouster just ended the debate by buying Stereolabs https://t.co/a1Ao1cf3W9 One of the stocks I'm invested in $OUST just acquired Stereolabs. To me Ouster ($OUST) just pulled a total mic drop on the robotics industry. For years theres been"
X Link 2026-02-09T21:18Z [---] followers, [---] engagements

"The most important number today is not a stock price it is [--] Gigawatts. That is how much power Anthropic reportedly wants to secure for its next data center. To put that in perspective that is roughly the energy consumption of New York City. We have reached the point in the AI bubble where software companies are trying to buy entire utility grids. The market is worried about demand for chips. I am worried about the laws of thermodynamics. If you aren't long energy nuclear or copper you are betting on a future that literally cannot be plugged in"
X Link 2026-02-09T21:46Z [---] followers, [----] engagements

"@StockSavvyShay They are authorizing $30 Billion in capital injections like I authorize a large pizza on a Friday night. It must be nice to have a business model where you can spend the GDP of Estonia on new equipment"
X Link 2026-02-10T12:49Z [---] followers, [---] engagements

"To me the market has officially split into two completely different realities today. On one side I have the macro fear screaming at me because Goldman Sachs is warning about selling pressure and I am supposed to be worried about Anthropic draining the power grid like a sci-fi villain. The indices just feel heavy and gross to me. But then I look at the actual execution and it tells a totally different story. I see TSMC posting 37% revenue growth to prove the AI slowdown is a myth. I see Spotify up 15% because profitability is finally cool again. I see Oscar Health guiding for a massive $18.7"
X Link 2026-02-10T19:02Z [---] followers, [---] engagements

"If Latka is right and they are doing $2.8M in ARR that makes the Nebius acquisition (up to $400M) absolutely wild. We are talking about a 100x+ revenue multiple. To me this confirms that Nebius didn't buy a business they bought a monopoly. They aren't paying for the $2.8M in credits sold to developers last year but they are paying for the right to be the default search engine for the millions of AI agents coming online next year. https://twitter.com/i/web/status/2021594073283400189 https://twitter.com/i/web/status/2021594073283400189"
X Link 2026-02-11T14:36Z [---] followers, [---] engagements

"@accounting_ds You nailed it. The chop is designed to kill both the bulls and the bears before the real move happens"
X Link 2026-02-11T16:11Z [---] followers, [--] engagements

"@QuiverQuant I love that if a CEO did this they would be in jail but if a Congressman on the AI subcommittee does it it's just portfolio rebalancing. It must be nice to trade with a cheat code"
X Link 2026-02-11T16:11Z [---] followers, [----] engagements

"@amitisinvesting I am just here for the inevitable [----] word open letter on X explaining why the Metaverse is the future of humanity. Ackman doesn't just buy a stock he writes a thesis on it. Im ready for the content"
X Link 2026-02-11T19:21Z [---] followers, [----] engagements

"I honestly don't know whether to celebrate or cry that the economy added [------] jobs last month completely crushing the 70k estimate. Its great for the country but the Fed is definitely going to use this as an excuse to keep interest rates high until were all ancient. My portfolio would really prefer it if the economy stopped being so resilient for just five minutes so we could finally get those rate cuts. https://twitter.com/i/web/status/2021688165132906991 https://twitter.com/i/web/status/2021688165132906991"
X Link 2026-02-11T20:49Z [---] followers, [--] engagements

"@DonkeyCapital69 That sounds like a totally modest and reasonable list of demands for a single earnings call"
X Link 2026-02-12T09:47Z [---] followers, [---] engagements

"@Mr_Derivatives I keep telling myself to close them early but my toxic trait is thinking it'll be fine until the market proves me wrong"
X Link 2026-02-12T09:51Z [---] followers, [---] engagements

"@chamath It is wild that Microsoft is paying the OpenAI bill while Meta is the one cashing the stock checks"
X Link 2026-02-12T09:52Z [---] followers, [---] engagements

"@DeItaone I cant wait for the day when my biggest commute struggle is deciding between a Waymo or an Uber rather than praying my human driver doesn't miss the exit"
X Link 2026-02-12T15:06Z [---] followers, [---] engagements

"@DeItaone If JPM is already warning everyone about a jolt the actual report will probably be a total nothing-burger since the fear is already priced in"
X Link 2026-02-12T20:02Z [---] followers, [----] engagements

"@SJCapitalInvest Until someone invents magic fusion tomorrow the not enough energy thesis isn't just a theory it's basically a law of physics at this point"
X Link 2026-02-12T20:15Z [---] followers, [---] engagements

"@Mr_Derivatives Hello its here"
X Link 2026-02-13T15:30Z [---] followers, [--] engagements

"$NBIS is making it very hard to be bearish. They just won the contract for Israels National AI Supercomputer. https://simplywall.st/stocks/us/software/nasdaq-nbis/nebius-group/news/nebius-wins-israel-ai-supercomputer-role-and-expands-infrast https://simplywall.st/stocks/us/software/nasdaq-nbis/nebius-group/news/nebius-wins-israel-ai-supercomputer-role-and-expands-infrast"
X Link 2026-01-31T15:15Z [---] followers, [---] engagements

"@optionscjp The market saw Anthropic upload a prompt for legal review and decided Thomson Reuters $TRI was suddenly worthless"
X Link 2026-02-04T20:09Z [---] followers, [---] engagements

"I am still wrapping my head around the fact that a .txt file on GitHub just wiped out billions in market cap. The market saw Anthropic upload a prompt for legal review and decided Thomson Reuters $TRI was suddenly worthless. That is not pricing in risk.That is a full-blown hallucination. If a single prompt template can crash the entire software sector we are all just gambling at this point. ๐ŸŽฒ Does anybody see any actual headlines that are the reason for the sale off today I was surfing half the morning so I missed any big news -$250k while i was in the water ๐Ÿ˜… Does anybody see any actual"
X Link 2026-02-04T20:15Z [---] followers, [---] engagements

"@unusual_whales Europes largest asset manager thinks you should buy more Europe I am shocked. Shocked I tell you"
X Link 2026-02-12T13:55Z [---] followers, [---] engagements

"@Mr_Derivatives Exactly. Why stress about timing the exact top to short when you can just wait for the market to hand you a massive entry on your highest conviction plays"
X Link 2026-02-12T20:08Z [---] followers, [---] engagements

"@unusual_whales How do you miss EPS by over $3.00 on a marginal revenue miss That isn't just a bad quarter; that is a massive impairment or legal bomb buried in the footnotes. Absolute disaster"
X Link 2026-02-12T21:09Z [---] followers, 21.8K engagements

"@stocktalkweekly his is massive for the inflation narrative. If he actually cuts these tariffs he basically just did the Fed's job for them"
X Link 2026-02-13T08:31Z [---] followers, [---] engagements

"@KobeissiLetter Classic leverage play. You ramp up the threat to maximum pain get everyone to the table and then magnanimously roll them back to look like the hero while securing concessions"
X Link 2026-02-13T08:32Z [---] followers, [----] engagements

"@amitisinvesting This is the absolute best case scenario. It is cool enough to kill the inflation scare but stable enough to keep the soft landing narrative alive"
X Link 2026-02-13T13:37Z [---] followers, [----] engagements

"Following up on the $NASDAQ breaking its [--] week floor here is the biggest secret on Wall Street: capital doesn't just evaporate. It rotates. The billions bleeding out of stretched tech mega caps aren't going to cash. Hopefully they will be flowing straight down the market cap ladder into high beta stocks. A market propped up by a handful of tech monopolies is fragile. A market where high-beta small caps and cyclicals catch the capital is a healthy durable bull market. Ive been staring at the $NASDAQ weekly chart (Tech stocks ETF) and I think the boring phase is officially over. For ten"
X Link 2026-02-14T13:47Z [---] followers, [---] engagements

"@TopTechStocksUS It is actually hilarious to me that people forget these guys built a search empire while most of us were still figuring out how to use a mouse. Acquiring Tavily isn't just a random bet its them flexing [--] years of muscle memory in a new game"
X Link 2026-02-11T13:13Z [---] followers, [--] engagements

"@unusual_whales We are officially back in the sweet spot. Inflation is cooling without a recession and the Fed has the green light to cut"
X Link 2026-02-13T15:31Z [---] followers, [---] engagements

"Nebius [----] Strategy: The $9 Billion Roadmap Nebius ($NBIS) just dropped a letter that effectively maps out how they plan to conquer the AI world in [----] and the numbers are frankly staggering. If http://x.com/i/article/2021937386704302080 http://x.com/i/article/2021937386704302080"
X Link 2026-02-12T13:31Z [---] followers, [----] engagements

"@BobLoukas Were already in a correction right now with high beta names"
X Link 2026-02-12T21:07Z [---] followers, [----] engagements

"@nbisinvestor200 More bullish than before their earnings. Not a single red flag to me. My thoughts: https://x.com/5to9_mj/status/2021940325376287070s=46 https://t.co/Gi6iJXKEFF https://x.com/5to9_mj/status/2021940325376287070s=46 https://t.co/Gi6iJXKEFF"
X Link 2026-02-13T08:36Z [---] followers, [---] engagements

"Everyone is going to chase the flashy tech companies but the smart money is looking straight at the foundation. If we are entering a massive spending super cycle like he predicts then the obvious buys are the companies making the physical hardware and cooling systems. You want to own the concrete and the power lines of the AI boom. https://twitter.com/i/web/status/2022579371903430989 https://twitter.com/i/web/status/2022579371903430989"
X Link 2026-02-14T07:51Z [---] followers, [---] engagements

"@Mr_Derivatives The great rotation is totally real because the money is not leaving the market it is currently just moving out of the tech monopolies"
X Link 2026-02-14T13:21Z [---] followers, [----] engagements

"@aleabitoreddit If these projections hold up then South Korea is basically the trade of the decade right now. People are paying massive premiums for Apple and Amazon while Sk Hynix is sitting right there quietly preparing to out earn both of them at a fraction of the price"
X Link 2026-02-14T13:30Z [---] followers, [---] engagements

"@Mr_Derivatives That trendline. doesnt seem right to me. Feels like its fitted to see a narrative instead of reading the chart"
X Link 2026-02-15T08:35Z [---] followers, [---] engagements

"@aleabitoreddit You are right about the AI hoarding cycle and the explosive revenue estimates but Wall Street is definitely not asleep at the wheel on the major storage players $SNDK had a massive run"
X Link 2026-02-15T08:31Z [---] followers, [----] engagements

"@KobeissiLetter Trading twice the entire global annual supply of tin in a single day is absolutely insane. That is the ultimate proof that this rally has completely detached from real world fundamentals and morphed into pure paper speculation"
X Link 2026-02-15T16:25Z [---] followers, [---] engagements

"Hello $NBIS with the green dildo and at $100 where have you been my friend"
X Link 2026-02-13T15:37Z [---] followers, [---] engagements

"@unusual_whales Makes perfect sense. You can't fight a compute war against Google and Microsoft with just VC money forever. They need the public markets to fund the next $10B cluster"
X Link 2026-02-13T18:45Z [---] followers, [---] engagements

"@DeItaone This is the ultimate irony. Barclays says industrials and commodities are safe yet the market is dumping $NBIS and $TE which are literally industrial infrastructure and energy plays just because they have AI in the story. They are misclassifying physical assets as software"
X Link 2026-02-13T13:39Z [---] followers, [---] engagements

"@DeItaone This confirms the thesis that $DJT isn't just a media company anymore it's morphing into a crypto holding company"
X Link 2026-02-13T17:44Z [---] followers, [----] engagements

"Ive been staring at the $NASDAQ weekly chart (Tech stocks ETF) and I think the boring phase is officially over. For ten straight weeks we have been trapped in this tight indecisive range just chopping sideways frustrating bulls and bears alike. It was basically a trader's purgatory where trends went to die. But look at the chart right now. That latest candle isn't just testing the floor it looks like it is actually closing below it. To me this is a change in character. When you finally break a ten week consolidation block to the downside it usually isn't a head fake. If this weekly close"
X Link 2026-02-13T19:35Z [---] followers, [----] engagements

"@iamtomnash Talk about a massive flex. Locking down the defense sector with that new authorization means they can deploy their tech anywhere on the battlefield while simultaneously cementing their grip on global aviation with Airbus"
X Link 2026-02-14T13:50Z [---] followers, [---] engagements

"@charliebilello To be fair a couple of them are still barely hanging onto the green for the year but your overall point is absolutely right. The heavy hitters are cooling off fast because people are tired of paying massive premiums for them"
X Link 2026-02-14T22:34Z [---] followers, [----] engagements

"You cannot expect Tech and Financials to carry the S&P [---] in a straight line forever without a rest. Consolidating near the [--] week SMA after a massive multi-year run is completely normal technical behavior and a bear market is not coming just because leadership is taking a breather. The fact that the broader market is holding up while value sectors take the baton is actually a bullish signal https://twitter.com/i/web/status/2022802307319058609 https://twitter.com/i/web/status/2022802307319058609"
X Link 2026-02-14T22:37Z [---] followers, [----] engagements

"The reality is that both OpenAI and Anthropic are going to spend hundreds of billions of dollars just trying to out compute each other over the next decade. Instead of guessing which massive software model wins the war at a $500B+ premium the real opportunity is buying the infrastructure companies selling them the servers land and power. https://twitter.com/i/web/status/2022803254065746309 https://twitter.com/i/web/status/2022803254065746309"
X Link 2026-02-14T22:40Z [---] followers, [----] engagements

"@aleabitoreddit OpenAI is practically spelling it out for lawmakers you can have all the advanced chips in the world but if you do not have the grid infrastructure to plug them in you lose the AI race. That makes companies like $VRT $ETN and $PWR the critical picks and shovels at this time"
X Link 2026-02-15T16:23Z [---] followers, [---] engagements

"I see this exact sentiment showing up across so many different alternative economic indicators right now. The surface level data looks fine but when I look deeper into the heavy revisions and rising consumer debt metrics it is obvious there is a massive divide between the stock market and the actual consumer experience. https://twitter.com/i/web/status/2023116299547631650 https://twitter.com/i/web/status/2023116299547631650"
X Link 2026-02-15T19:24Z [---] followers, [----] engagements

"@KobeissiLetter I look at this data and immediately see a massive bottleneck forming in the market's hidden plumbing. If primary dealers are already choking on nearly half a trillion dollars of government debt I think the next sudden liquidity shock could get incredibly ugly"
X Link 2026-02-15T19:27Z [---] followers, [---] engagements

"I completely agree with your approach because if Arkady is openly targeting over [--] gigawatts of power capacity by [----] even your current multi thousand dollar price targets might end up looking conservative. Treating them as a legitimate future hyperscaler instead of just a niche AI cloud provider is exactly how I think you catch these violent generational reratings"
X Link 2026-02-15T19:36Z [---] followers, [---] engagements

"It is hilarious how everyone suddenly becomes a technical expert on stage four declines only after stocks like Palantir and Robinhood are already down 40%. My experience tells me that when the absolute worst case scenario becomes the consensus mainstream opinion the market is usually just days away from a violent upward reversal. https://twitter.com/i/web/status/2023119810998231168 https://twitter.com/i/web/status/2023119810998231168"
X Link 2026-02-15T19:38Z [---] followers, [---] engagements

"The pressure is building on $NBIS. โšก We are currently fighting to reclaim the $98 level which has been the ceiling for this consolidation. The chart is painting a clear picture: Buyers are stepping up at the lows ($93s) but we need to clear this specific supply zone to unlock the next leg up. Close above here and the squeeze to $105+ is back on the table. https://twitter.com/i/web/status/2016436217731068161 https://twitter.com/i/web/status/2016436217731068161"
X Link 2026-01-28T09:00Z [--] followers, [---] engagements

"One of the stocks Im closely watching just had good news: $PDYN just secured the validation we've been waiting for. ๐Ÿ›ฐ๐Ÿค The Air Force didn't just buy a drone; they bought the operating system for the swarm. The new contract ("HANGTIME") specifically deploys SwarmOS to coordinate assets across Space Air and Land simultaneously. The Key Detail: This includes Satellites for the first time. They are building the neural network that allows satellites to "talk" to ground robots in real-time. Congratulations holders on to more https://twitter.com/i/web/status/2016598772411691089"
X Link 2026-01-28T19:46Z [--] followers, [--] engagements

"@mikealfred If the girlfriend also has maximal gains well all make it"
X Link 2026-01-29T07:02Z [--] followers, [--] engagements

"@retail_mourinho More good things in the pipeline looking at their goals for this year"
X Link 2026-01-29T11:19Z [--] followers, [---] engagements

"@investingluc Great way of investing. When you finally find that stock where you build conviction in holding will be easy and growth will come natural"
X Link 2026-01-29T11:24Z [--] followers, [--] engagements

"Market logic today: ๐Ÿ“‰ Mag 7: "We are spending $37B+ a quarter on data centers because we literally cannot build them fast enough." Wall Street: "Sell the data center stocks." The disconnect is laughable. The Capex isn't vanishing it's flowing directly into the order books of the builders and power providers. If you sell the suppliers because the customer is spending too much you hate money. $MSFT https://twitter.com/i/web/status/2016891068055232945 https://twitter.com/i/web/status/2016891068055232945"
X Link 2026-01-29T15:07Z [--] followers, [--] engagements

"@HolySmokas Everything is bleeding today"
X Link 2026-01-29T21:41Z [--] followers, [---] engagements

"@jimcramer Shit. Were going in a bear market by reading this"
X Link 2026-01-29T21:48Z [--] followers, [--] engagements

"@MB_Hogan People dont research Arkad. If they would they wouldnt bet on it"
X Link 2026-01-30T07:42Z [--] followers, [---] engagements

"I just read that ASML bookings doubled. Someone out there is panic-buying $300M chip printers like they were toilet paper in [----]. ๐Ÿงป๐Ÿคฏ If the smartest engineers on earth are ramping up production this hard Im not gonna bet against them. But I can't afford a lithography machine so I'm buying the guys who rent out the rooms for the chips. My High Density watchlist for the next leg up: * $NBIS (The GPU Cloud play) * $IREN (Cheap power = king) * $APLD (If you build it they will compute) https://twitter.com/i/web/status/2017238628666147021 https://twitter.com/i/web/status/2017238628666147021"
X Link 2026-01-30T14:09Z [--] followers, [--] engagements

"@retail_mourinho Theyre bringing out the good news today ๐Ÿš€"
X Link 2026-01-30T14:18Z [--] followers, [---] engagements

"@RJCcapital Green days ahead ๐Ÿช€"
X Link 2026-01-30T14:21Z [--] followers, [--] engagements

"@BaBorzakuy Its not about momentum. Fundaments didnt change"
X Link 2026-01-30T17:32Z [--] followers, [---] engagements

"I treat the stock market like the grocery store. I refuse to pay full price. Red days are just clearance sales because the manager is panicking. I'm not catching a falling knife. Im buying a prime steak at 20% off. Time to go shopping. ๐Ÿฅฉ๐Ÿ’ธ"
X Link 2026-01-30T17:44Z [--] followers, [--] engagements

"I feel like I'm walking through a Best Buy on Black Friday but for stocks. The market is absolutely losing its mind today and I love it. The Logic: * $MSFT dumps 10% because they are spending too much money building the future (Capex up Azure +39%) * $AAPL literally posts its best quarter ever ($143B Rev) and the stock is still red * Bitcoin is down 6% to $81k because. reasons Everyone is screaming "Sell" because the numbers are too good. Im not panicking. Im filling the shopping cart while the algos glitch out. Who else is buying this flush ๐Ÿ›’"
X Link 2026-01-30T20:28Z [--] followers, [--] engagements

"Safe havens are only boring until the moment they become the only life raft left. https://x.com/barkmeta/status/2017421425846472745s=46 Let me get this straight $15T was just wiped from Gold and Silver in less than [--] hours. That kind of money doesn't just vanish. It HAS to go somewhere So where did it go I think we all know the answer but no one is allowed to say it out loud https://x.com/barkmeta/status/2017421425846472745s=46 Let me get this straight $15T was just wiped from Gold and Silver in less than [--] hours. That kind of money doesn't just vanish. It HAS to go somewhere So where did"
X Link 2026-01-31T08:44Z [--] followers, [--] engagements

"@Polymarket It starts with agents ๐Ÿ‘€"
X Link 2026-01-31T20:51Z [--] followers, [--] engagements

"@GarethSoloway The crash already happened. Can it go down further Of course but no need for further doom scenarios"
X Link 2026-01-31T22:15Z [--] followers, [---] engagements

"Hyliion Holdings Corp. $HYLN : The KARNO Paradigm Shift An Asymmetric Deep Value Opportunity in Distributed Energy Infrastructure After hundreds of hours of reading 10-Ks tracking energy permits and modeling power capacity from [--] PM to [--] PM. My first official Investment Thesis is live. โšก๐Ÿ‚ Its not a trade. Its a 5-year bet on the most critical bottleneck in the AI supply chain. The Thesis: Why the market is mispricing $HYLN The "Hidden Asset" worth more than the market cap Why the risk/reward is asymmetric right now Read the full breakdown here: ๐Ÿ‘‡"
X Link 2026-01-21T16:34Z [--] followers, [---] engagements

"Quietly having a very strong week. ๐Ÿ‘€ $WYFI +5% today. They just secured $230M in funding to scale their data centers and the chart is starting to reflect that cash injection. When the financing risk is removed the execution trade begins. Don't sleep on the small-cap infrastructure builders. ๐Ÿš€ https://twitter.com/i/web/status/2016158706254180544 https://twitter.com/i/web/status/2016158706254180544"
X Link 2026-01-27T14:37Z [--] followers, [---] engagements

"@0xkyle__ Either way stocks like $NBIS $IREN $WYFI $APLD wont stop seeing growth"
X Link 2026-01-27T17:23Z [--] followers, [---] engagements

"$PDYN is the most important defense stock you aren't watching. ๐Ÿ•ตโ™‚ While the giants fight over building $100M jets Palladyne is writing the code that lets one pilot control [--] cheap drones at once. They just bridged Space Ground with their new Air Force win. Its not a robotics company anymore. Its the operating system for the swarm. https://twitter.com/i/web/status/2016884806840119610 https://twitter.com/i/web/status/2016884806840119610"
X Link 2026-01-29T14:43Z [--] followers, [----] engagements

"@KrakTrades Researching $PDYN atm. Agreeing with you here looks like a very strong buy even if it dips lower during current macro events"
X Link 2026-02-01T17:35Z [--] followers, [---] engagements

"Which stocks are we buying regarding the post below during these days full of new opportunities Personally I'm lacking any 'mineral' play investments. https://x.com/unusual_whales/status/2018296516700496088s=20 BREAKING: Trump launches $12 billion minerals stockpile to counter China https://x.com/unusual_whales/status/2018296516700496088s=20 BREAKING: Trump launches $12 billion minerals stockpile to counter China"
X Link 2026-02-02T14:45Z [--] followers, [--] engagements

"@nbisinvestor200 Just a matter of time untill the market wakes up and truly values $NBIS ๐Ÿ’š"
X Link 2026-02-02T14:58Z [--] followers, [--] engagements

"$NQ Nasdaq: From early December we're in a range [--------] - [--------]. Depending on which one breaks on the weekly we'll move towards that direction"
X Link 2026-02-02T16:17Z [--] followers, [--] engagements

"@JaxxMcbride $GLXY is an underdog to the public right now. If they truly see what their guidance for data centers is + their crypto business price would be much higher"
X Link 2026-02-02T21:28Z [--] followers, [---] engagements

"@WatcherGuru Teach them only to buy and we'll be in for an infinite bull market. ๐Ÿค“"
X Link 2026-02-03T08:44Z [--] followers, [--] engagements

"@MitchMartan98 Interesting to see what comes out of the $GLXY earnings. They've got the Crypto market against them with current bear sentiment"
X Link 2026-02-03T08:45Z [--] followers, [---] engagements

"@Mr_Derivatives Lets hope earnings will save them. Oh wait"
X Link 2026-02-03T19:03Z [--] followers, [----] engagements

"I told you $PDYN wasn't just a drone play. Today they proved it. ๐Ÿš€ The News: They just secured a contract with a Major Defense Prime to put their tech inside a U.S. Missile System. The giants (Lockheed/Raytheon/Northrop) aren't trying to beat Palladynes software anymore. They are buying it to put inside their own weapons. The swarm is getting lethal. https://twitter.com/i/web/status/2019076621831954829 https://twitter.com/i/web/status/2019076621831954829"
X Link 2026-02-04T15:52Z [--] followers, [---] engagements

"Im currently digging through the tech wreckage bin like a raccoon looking for a half-eaten sandwich. Apparently $AMD and Software are worthless now because of a PDF reader and some bad guidance. Perfect. I love buying trash that turns into treasure. What is the worst stock you are irresponsible enough to buy today https://twitter.com/i/web/status/2019114974371586372 https://twitter.com/i/web/status/2019114974371586372"
X Link 2026-02-04T18:24Z [--] followers, [---] engagements

"@TheLongInvest Apparently because Anthropic taught a chatbot to read a contract investors have decided that every software company on earth is going to zero"
X Link 2026-02-04T20:05Z [--] followers, [---] engagements

"@mvcinvesting The $NBIS team keeps on building the blocks. With current market this news won't have any effect but it's going to give us more opportunity to buy at these prices"
X Link 2026-02-05T13:17Z [--] followers, [----] engagements

"@unusual_whales Im with Morgan Stanley on this one. The Fed is an ocean liner not a jet ski"
X Link 2026-02-05T13:31Z [--] followers, [---] engagements

"@ecommerceshares $AMD and $NVDA aren't dropping because the business is bad. They are dropping because they are the only liquid assets left in the portfolio that still have a profit"
X Link 2026-02-05T14:51Z [--] followers, [---] engagements

"@unusual_whales If Nvidia is literally cutting production because they can't find enough memory the memory makers are sitting on a gold mine. $MU"
X Link 2026-02-05T15:02Z [--] followers, [----] engagements

"@joecarlsonshow When you put it that way it does sound pretty stupid doesn't it ๐Ÿ˜‚ The market is just mad that the money printer is being used to build factories instead of buying back stock for one quarter"
X Link 2026-02-05T20:35Z [--] followers, [---] engagements

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