# ![@Bearonomist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1951710160889462784.png) @Bearonomist Bearonomist

Bearonomist posts on X about $pl, $rklb, stocks, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1951710160889462784/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1951710160889462784/c:line/m:interactions.svg)

- [--] Week [-----] -3.40%
- [--] Month [------] +137%
- [--] Months [-------] +2,380%

### Mentions: [--] [#](/creator/twitter::1951710160889462784/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1951710160889462784/c:line/m:posts_active.svg)

- [--] Month [--] +42%
- [--] Months [---] +1,045%

### Followers: [---] [#](/creator/twitter::1951710160889462784/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1951710160889462784/c:line/m:followers.svg)

- [--] Week [---] +0.63%
- [--] Month [---] +2.20%
- [--] Months [---] +168%

### CreatorRank: undefined [#](/creator/twitter::1951710160889462784/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1951710160889462784/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [luxury brands](/list/luxury-brands)  [currencies](/list/currencies)  [countries](/list/countries)  [celebrities](/list/celebrities) 

**Social topic influence**
[$pl](/topic/$pl) #71, [$rklb](/topic/$rklb), [stocks](/topic/stocks), [$nvda](/topic/$nvda), [$tsla](/topic/$tsla), [asml](/topic/asml), [tesla](/topic/tesla), [$asml](/topic/$asml), [rklb](/topic/rklb), [in the](/topic/in-the)

**Top assets mentioned**
[Planet Labs PBC (PL)](/topic/$pl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Metadium (META)](/topic/$meta) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Micron Technology, Inc. (MU)](/topic/$mu) [Strategy (MSTR)](/topic/$mstr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Iris Energy Limited (IREN)](/topic/$iren) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [DTE Energy Co (DTE)](/topic/$dte) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Sandisk Corporation (SNDK)](/topic/$sndk) [AppLovin Corporation (APP)](/topic/$app) [Fluidity (FLY)](/topic/$fly) [Klarna Group plc (KLAR)](/topic/klarna) [GE Vernova Inc. (GEV)](/topic/$gev) [Oklo Inc. (OKLO)](/topic/$oklo) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Shopify Inc (SHOP)](/topic/$shop) [Apple, Inc. (AAPL)](/topic/$aapl) [Redwire Corporation (RDW)](/topic/$rdw) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [American Superconductor Corp (AMSC)](/topic/$amsc) [MP Materials Corp. (MP)](/topic/$mp) [Aston Martin Cognizant Fan Token (AM)](/topic/$am) [Arista Networks Inc (ANET)](/topic/$anet) [Astera Labs, Inc. (ALAB)](/topic/$alab) [York Space Systems Inc. (YSS)](/topic/$yss) [Intel Corporation (INTC)](/topic/$intc) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [SATS (Ordinals) (SATS)](/topic/$sats)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TacticzH $ASML didnt really issue a formal earnings cut The CEO just allocated caution around the [----] outlook"  
[X Link](https://x.com/Bearonomist/status/1952390543285031156)  2025-08-04T15:25Z [--] followers, [----] engagements


"@spongerob72 I dont think we should count out $FLY completely. Is it overvalued Yes. Does it have potential Yes. Remember that the space sector is forecasted to hit $1 trillion by [----]. Meaning theres plenty of room for competitors"  
[X Link](https://x.com/Bearonomist/status/1954292597691666795)  2025-08-09T21:23Z [---] followers, [--] engagements


"@mvcinvesting $GRAB"  
[X Link](https://x.com/Bearonomist/status/1954783921490526513)  2025-08-11T05:56Z [--] followers, [--] engagements


"@WSJ So $NVIDIA and $AMD has to pay the government for the privilege to sell. How absurd"  
[X Link](https://x.com/Bearonomist/status/1954790851915190495)  2025-08-11T06:23Z [---] followers, [---] engagements


"ASMLs price is so high even Warren Buffett would think twice before adding to cart. Give us a split before we start crowdfunding one share https://www.fool.com/investing/2025/08/10/stock-split-watch-is-asml-next/source=globeandmail&utm_source=globeandmail&utm_medium=feed&utm_campaign=article&referring_guid=6419d807-37cf-44e6-8c0f-8062c09c9e3c https://www.fool.com/investing/2025/08/10/stock-split-watch-is-asml-next/source=globeandmail&utm_source=globeandmail&utm_medium=feed&utm_campaign=article&referring_guid=6419d807-37cf-44e6-8c0f-8062c09c9e3c"  
[X Link](https://x.com/Bearonomist/status/1954949507591913728)  2025-08-11T16:54Z [--] followers, [--] engagements


"@The_RockTrading $PANW has been in a coma for so long Im about to send it flowers"  
[X Link](https://x.com/Bearonomist/status/1954951850794401854)  2025-08-11T17:03Z [--] followers, [---] engagements


"@Corbin0Corbin Thanks Are you invested in any space stocks"  
[X Link](https://x.com/Bearonomist/status/1955000657108217927)  2025-08-11T20:17Z [--] followers, [--] engagements


"@fedex774 @getpieces @tekniknisse They have a really interesting portfolio"  
[X Link](https://x.com/Bearonomist/status/1955001334488592843)  2025-08-11T20:20Z [---] followers, [---] engagements


"@WOLF_Financial Like a bad ex racking up your credit card"  
[X Link](https://x.com/Bearonomist/status/1955392209068396860)  2025-08-12T22:13Z [--] followers, [--] engagements


"@MikeLongTerm Oh look $GRAB is still hovering at $5. Stock has been parked there for so long theyre gonna start charging it an hourly rate"  
[X Link](https://x.com/Bearonomist/status/1955527281998201309)  2025-08-13T07:10Z [--] followers, [---] engagements


"@SpaceSector001 @JacobKeeton20 Too bad the helicopter catch didnt work out. That would have been amazing to witness"  
[X Link](https://x.com/Bearonomist/status/1955938036115492987)  2025-08-14T10:22Z [--] followers, [--] engagements


"@AltcoinGordon Is he wearing a coconut shell on his head"  
[X Link](https://x.com/Bearonomist/status/1955938218387329254)  2025-08-14T10:23Z [--] followers, [--] engagements


"@danielisdizzy $PL - $2B market cap"  
[X Link](https://x.com/Bearonomist/status/1955949633336713288)  2025-08-14T11:08Z [--] followers, [---] engagements


"@DividendDude_X $ASML is also taking a hit because of this"  
[X Link](https://x.com/Bearonomist/status/1956300715472642466)  2025-08-15T10:23Z [---] followers, [---] engagements


"$HIMS has growth but the valuation expects near-perfect execution in a regulatory minefield. $HIMS under $10B market cap is sillyyyyyy $HIMS under $10B market cap is sillyyyyyy"  
[X Link](https://x.com/Bearonomist/status/1956468659200676174)  2025-08-15T21:30Z [---] followers, [---] engagements


"How are you still missing the point You can film someone in the act all you want it still has to go through the judicial system. Posting it could count as defamation here in Sweden. Thats the law and exactly what the Police is warning about. Evidence conviction. Whether or not they actually prioritise (they usually dont) bike thefts is another debate entirely"  
[X Link](https://x.com/Bearonomist/status/1956995636617724125)  2025-08-17T08:24Z [---] followers, [--] engagements


"@SpaceSector001 @Chimp_Capital I think you missed something. According to my proprietary 17-dimensional regression on lunar cycles and goat population growth in Peru $RKLB is undervalued by at least infinity"  
[X Link](https://x.com/Bearonomist/status/1957089449545724307)  2025-08-17T14:37Z [---] followers, [---] engagements


"My portfolio this year vs a weaker USD. Guess whos winning Not me"  
[X Link](https://x.com/Bearonomist/status/1957186899346358321)  2025-08-17T21:04Z [---] followers, [--] engagements


"@QualityInvest5 I'm certain that if ASML were American it would probably trade at a premium"  
[X Link](https://x.com/Bearonomist/status/1957720829627887878)  2025-08-19T08:26Z [---] followers, [---] engagements


"@MikeLongTerm @AnthonyPY_Tan Thanks for a great thread This stock needs a real catalyst though. I had like 40% of my portfolio in $GRAB. But $GRAB's endless sideways crawl at around $5 broke my patience. So I sold my position"  
[X Link](https://x.com/Bearonomist/status/1957727077244826041)  2025-08-19T08:51Z [---] followers, [---] engagements


"@jtesla47 @MikeLongTerm @AnthonyPY_Tan Well in principle I agree with you. But it all comes down to the assumptions you base your investment on. GRAB's performance just didn't line up with my own analysis"  
[X Link](https://x.com/Bearonomist/status/1957733477303947467)  2025-08-19T09:16Z [---] followers, [--] engagements


"@unusual_whales Chamath mustve found a DeLorean parked outside"  
[X Link](https://x.com/Bearonomist/status/1957743223570403655)  2025-08-19T09:55Z [---] followers, [--] engagements


"@unusual_whales The real question is when the dust settles how many of these are left standing [--] [--] 👀"  
[X Link](https://x.com/Bearonomist/status/1958133728124817847)  2025-08-20T11:47Z [---] followers, [----] engagements


"@WatcherGuru Imagine a history book chapter titled: Kanye West invents money loses it immediately"  
[X Link](https://x.com/Bearonomist/status/1958997200878674214)  2025-08-22T20:58Z [---] followers, [--] engagements


"Also - Companies that consistently underinvest in R&D compared to peers are often sitting ducks for disruption. - If the business model is heavily dependent on favorable regulation (e.g. payday lenders crypto exchanges) a single policy change can wipe them out. -Businesses with poor customer satisfaction scores (low NPS lots of churn) are easier to disrupt because competitors can win by simply offering better service. Avoid companies that can be easily disrupted (like $KDOK). How - Avoid companies that rely on a single product (especially if the product is quite easy to replicate); - Avoid"  
[X Link](https://x.com/Bearonomist/status/1959252378256830823)  2025-08-23T13:52Z [---] followers, [---] engagements


"$RKLB volume is absolutely bonkers today. 47M vs avg. 23M (3 months)"  
[X Link](https://x.com/Bearonomist/status/1960455665593540724)  2025-08-26T21:33Z [---] followers, [---] engagements


"SpaceX just pulled off its most successful Starship flight yet. For the first time both the Super Heavy booster and Starship completed splashdowns and it also deployed eight mock Starlink satellites mid-flight. It even reignited an engine in orbit. After a year of fiery failures theyre finally inching toward a properly reusable rocket. Moon Mars were watching you. Source: https://www.scientificamerican.com/article/spacex-successfully-launches-starship-spacecraft-after-string-of-mishaps/"  
[X Link](https://x.com/Bearonomist/status/1960528201676918891)  2025-08-27T02:22Z [---] followers, [--] engagements


"Wow @SpaceX just pulled off its most successful Starship flight yet. For the first time both the Super Heavy booster and Starship completed splashdowns and it also deployed eight mock Starlink satellites. It even reignited an engine in orbit. After a year of fiery failures theyre finally inching toward a properly reusable rocket. Moon Mars were watching you. Source: https://www.scientificamerican.com/article/spacex-successfully-launches-starship-spacecraft-after-string-of-mishaps/"  
[X Link](https://x.com/Bearonomist/status/1960529389432553843)  2025-08-27T02:26Z [---] followers, [--] engagements


"$RR.L Why is nobody talking about Rolls-Royce ✈Rolls-Royce is one of the worlds largest jet engine manufacturers with a critical role in civil aviation defense and power systems. If youve flown long-haul chances are youve sat behind their engines. But Rolls-Royce isnt just civil aviation. It's also: 📡Defense: supplies engines for fighter jets military transport and nuclear submarines. Providing steady government-backed revenue streams. 🔋SMRs (Small Modular Reactors): Rolls is developing a next-gen nuclear solution aiming to deliver scalable factory-built reactors. If this takes off it could"  
[X Link](https://x.com/Bearonomist/status/1960695864961228813)  2025-08-27T13:28Z [---] followers, [---] engagements


"@Barchart U.S. housing market so bad that tents are now considered starter homes"  
[X Link](https://x.com/Bearonomist/status/1960763660449825195)  2025-08-27T17:57Z [---] followers, [---] engagements


"What on earth happend to $PSNYW today"  
[X Link](https://x.com/Bearonomist/status/1960799127752859919)  2025-08-27T20:18Z [---] followers, [--] engagements


"@venuguntupli7 $PL or $RKLB. Hard to choose"  
[X Link](https://x.com/Bearonomist/status/1960972615750750628)  2025-08-28T07:47Z [---] followers, [---] engagements


"@dee_ermakova Agree. SMRs are exactly the type of moat Rolls-Royce needs"  
[X Link](https://x.com/Bearonomist/status/1962448690657869997)  2025-09-01T09:33Z [---] followers, [--] engagements


"$AMSC has record growth swung to profit and sits on $213M cash. Market still values it like a penny stock. Superconductor tech + grid demand = way underrated. $AMSC American Superconductor provides power grid and wind energy solutions that enhance electricity reliability efficiency and renewable integration. - Market cap: $2.25B - Revenue growth: $87M in FY20 $254M LTM (+190%) - Turned profitable Net income $15M LTM after https://t.co/dY9Mtz2CHI $AMSC American Superconductor provides power grid and wind energy solutions that enhance electricity reliability efficiency and renewable"  
[X Link](https://x.com/Bearonomist/status/1962767923849634138)  2025-09-02T06:41Z [---] followers, [---] engagements


"@DividendDude_X Oval Office to be renamed The Circle Jerk.'"  
[X Link](https://x.com/Bearonomist/status/1962875809103859954)  2025-09-02T13:50Z [---] followers, [----] engagements


"SK Hynix just assembled the industry's first High-NA EUV system a $ASML Twinscan machine at its M16 fab. This allows them to crank the resolution up 40% shrinking transistors by [---] and packing in [---] more density. Its a fast lane to next-gen AI memory leadership"  
[X Link](https://x.com/Bearonomist/status/1963250937775923517)  2025-09-03T14:41Z [---] followers, [--] engagements


"OUCH $NEON 👀"  
[X Link](https://x.com/Bearonomist/status/1963352128552120329)  2025-09-03T21:23Z [---] followers, [----] engagements


"@DividendDude_X $MSFT $TSMC or $TSLA"  
[X Link](https://x.com/Bearonomist/status/1964758596106977516)  2025-09-07T18:32Z [---] followers, [---] engagements


"@thevaluerunner Simple: panic fast sell everything then tweet about discipline"  
[X Link](https://x.com/Bearonomist/status/1964759247964737886)  2025-09-07T18:34Z [---] followers, [--] engagements


"$PL Q2 estimates: Revenue: $65.9M (consensus) up 8% year-on-year. Growth is slowing but still moving forward. EPS: Expected at $0.04 a notable improvement from last year. Analyst Sentiment: Price targets cluster around $8. Analysts remain mostly buy or overweight. Planet Labs also launched Pelican-3 & [--]. AI-powered satellites. Add the $230M Asia-Pac deal to this and this fleet isnt flex its growth"  
[X Link](https://x.com/Bearonomist/status/1964973097339035686)  2025-09-08T08:44Z [---] followers, [---] engagements


"So far in [----] $ASML has repurchased 6.4M shares for 4.2B. Why does this matter [--]. Fewer shares higher EPS stronger shareholder value. [--]. Signals confidence: they can fund cutting-edge R&D and return capital. [--]. Flexible capital allocation: unlike dividends buybacks dont lock them in. When the worlds top chipmaker says we believe in our own stock you pay attention"  
[X Link](https://x.com/Bearonomist/status/1964993451373814017)  2025-09-08T10:05Z [---] followers, [--] engagements


"SpaceX has agreed to purchase wireless spectrum licenses from $SATS for approximately $17 billion comprising $8.5 billion in cash and $8.5 billion in SpaceX stock. $SATS is up 20% in pre-market"  
[X Link](https://x.com/Bearonomist/status/1965044965110903113)  2025-09-08T13:30Z [---] followers, [--] engagements


"@SianSyltty @ASTS_SpaceMob Space and cheap Id say its not too far from topic. 😘"  
[X Link](https://x.com/Bearonomist/status/1965086957433995386)  2025-09-08T16:16Z [---] followers, [--] engagements


"Not entirely sure what the $ASML x Mistral AI partnership will look like yet. But if it means smarter chips faster fabs and more edge in lithography Im all in. We just announced a strategic partnership with Mistral AI with the goal to enhance our products and solutions for the benefit of our global customer base. Learn more: https://t.co/oRoRztWE9U https://t.co/lHj42jT4WT We just announced a strategic partnership with Mistral AI with the goal to enhance our products and solutions for the benefit of our global customer base. Learn more: https://t.co/oRoRztWE9U https://t.co/lHj42jT4WT"  
[X Link](https://x.com/Bearonomist/status/1965301053248995583)  2025-09-09T06:27Z [---] followers, [---] engagements


"@Regrets10x Ignore Jim Cramer"  
[X Link](https://x.com/Bearonomist/status/1965410472670470616)  2025-09-09T13:42Z [---] followers, [---] engagements


"Thats absolutely huge. If this holds up were talking about the closest humanity has ever come to hard evidence of life beyond Earth. After a year of scientific scrutiny a rock sample collected by the Perseverance rover has been confirmed to contain a potential biosignature. The sample is the best candidate so far to provide evidence of ancient microbial life on Mars. https://t.co/0BAO1dhMG8 https://t.co/JsOXgrNDmY After a year of scientific scrutiny a rock sample collected by the Perseverance rover has been confirmed to contain a potential biosignature. The sample is the best candidate so far"  
[X Link](https://x.com/Bearonomist/status/1965893674937757842)  2025-09-10T21:42Z [---] followers, [--] engagements


"Cathie Woods ARK Invest just bought $8M worth of Klarna stock after its blockbuster IPO. https://www.tipranks.com/news/cathie-wood-buys-8m-worth-of-klarna-stock-klar-on-blockbuster-ipo-debut https://www.tipranks.com/news/cathie-wood-buys-8m-worth-of-klarna-stock-klar-on-blockbuster-ipo-debut"  
[X Link](https://x.com/Bearonomist/status/1966062087819411641)  2025-09-11T08:51Z [---] followers, [--] engagements


"Looks like the Fed tools are being sharpened. Markets expect a rate cut 9/17 maybe more still this year. But JPM warns: could be a sell the news event. Are we building for a run-up or a gut punch https://www.businessinsider.com/fed-rate-cuts-stock-market-reaction-selloff-outlook-jpmorgan-2025-9utm_source=chatgpt.com https://www.businessinsider.com/fed-rate-cuts-stock-market-reaction-selloff-outlook-jpmorgan-2025-9utm_source=chatgpt.com"  
[X Link](https://x.com/Bearonomist/status/1966458351505625261)  2025-09-12T11:06Z [---] followers, [--] engagements


"@StockMKTNewz Didnt $AVGO replace $TSLA as mag 7"  
[X Link](https://x.com/Bearonomist/status/1966625298952130677)  2025-09-12T22:09Z [---] followers, [--] engagements


"$PL Is now testing $10. Another great quarter and I think well be over $15 EOY. $PL finally braking through the $7 barrier again. Now the real question: is this just orbit or escape velocity https://t.co/q1hSBn9VY0 $PL finally braking through the $7 barrier again. Now the real question: is this just orbit or escape velocity https://t.co/q1hSBn9VY0"  
[X Link](https://x.com/Bearonomist/status/1966806952551301576)  2025-09-13T10:11Z [---] followers, [---] engagements


"@beavinvests Nice to also see $AMSC on that list"  
[X Link](https://x.com/Bearonomist/status/1967289998279078005)  2025-09-14T18:11Z [---] followers, [---] engagements


"$ASML is up nearly 5% today. We havent been spoiled with this kind of move lately. 🔥 https://finance.yahoo.com/news/arete-upgrades-asml-buy-879-050243046.html https://finance.yahoo.com/news/arete-upgrades-asml-buy-879-050243046.html"  
[X Link](https://x.com/Bearonomist/status/1967595503668850757)  2025-09-15T14:24Z [---] followers, [---] engagements


"Rate cut today. Markets responded with the energy of a Monday morning Zoom call. So basically its priced in already. so what was all this hype about 😭"  
[X Link](https://x.com/Bearonomist/status/1968394674592231622)  2025-09-17T19:20Z [---] followers, [--] engagements


"Planet Labs ($PL) is holding above the $10 SPAC level a psychological and technical support. With back-to-back solid earnings improving cash flow trends and strategic wins like the Pelican satellites and Asia-Pacific deals the risk/reward profile looks increasingly attractive going forward. $PL is up 153% YTD"  
[X Link](https://x.com/Bearonomist/status/1968660498133451138)  2025-09-18T12:56Z [---] followers, [---] engagements


"@dividendology My average cost basis is around $690. The tricky part is the USD dropping 16% against SEK YTD which makes it much harder to get back in the green. 😭"  
[X Link](https://x.com/Bearonomist/status/1968934490652176673)  2025-09-19T07:05Z [---] followers, [--] engagements


"@LuxAlgo Intel is still wrestling with low yields on its 18A process and manufacturing delays. Elons tweet doesnt magically turn broken production into market share"  
[X Link](https://x.com/Bearonomist/status/1968970387305185706)  2025-09-19T09:28Z [---] followers, [---] engagements


"@MrMikeInvesting Id agree if it wasnt for the fact that $GRAB is already a $25b company"  
[X Link](https://x.com/Bearonomist/status/1969828822758670642)  2025-09-21T18:19Z [---] followers, [----] engagements


"$AMSC is an intresting company. They develop advanced power electronics and superconducting systems. On the grid side they make equipment that stabilizes voltage integrates renewables and prevents blackouts. In wind they design and license turbine tech while supplying control systems. In defense their high-temperature superconductor cables and ship protection systems are used by the U.S. Navy for propulsion and de-magnetization. 💵Here are some numbers: Q1 FY2025: Revenue jumped 80% YoY to $72.4M (vs $40.3M same quarter prior). Net income also moved from a loss to profit: $6.7M positive for"  
[X Link](https://x.com/Bearonomist/status/1970498444503478511)  2025-09-23T14:40Z [---] followers, [--] engagements


"My stocks are up today. Clearly Im a genius Fed should probably call me for advice $PL $RKLB $ASML"  
[X Link](https://x.com/Bearonomist/status/1970581792332919185)  2025-09-23T20:11Z [---] followers, [---] engagements


"@MorningBrew $AVGO is mag [--] now"  
[X Link](https://x.com/Bearonomist/status/1970775455025242176)  2025-09-24T09:00Z [---] followers, [---] engagements


"EU asking Apple Google Microsoft how theyre fighting finance scams. Step one: stop hosting half of fintwit"  
[X Link](https://x.com/Bearonomist/status/1970841863499469312)  2025-09-24T13:24Z [---] followers, [--] engagements


"@borspicker Rolls-Royce & GE Vernova bland annat"  
[X Link](https://x.com/Bearonomist/status/1972059339780395023)  2025-09-27T22:02Z [---] followers, [---] engagements


"$PL recently launched their Tanager-1 satellite data products sparking chatter over how that impacts its valuation. If Planet can monetize it at scale (and keep client adoption strong) this could lift margins and push them closer to real profitability. The Tanager-1 satellite can detect subtle chemical signatures: methane CO emissions ground minerals vegetation stress water quality etc"  
[X Link](https://x.com/Bearonomist/status/1972641013517677007)  2025-09-29T12:34Z [---] followers, [---] engagements


"@danielnewmanUV Isnt AVGO in mag [--] now"  
[X Link](https://x.com/Bearonomist/status/1972707011109462324)  2025-09-29T16:56Z [---] followers, [---] engagements


"Buybacks compress float + insider buys = strong signals. Add surging demand for EUV / lithography and $1000/share doesnt seem crazy. $ASML It's absolutely wild that $ASML purchased shares every single day from January [--] to July [--]. Then a few months later insiders bought shares for the first time then the stock went into a massive bull run A $1000 per share is coming https://t.co/rUI90ypKuX It's absolutely wild that $ASML purchased shares every single day from January [--] to July [--]. Then a few months later insiders bought shares for the first time then the stock went into a massive bull run"  
[X Link](https://x.com/Bearonomist/status/1972708326946254996)  2025-09-29T17:01Z [---] followers, [---] engagements


"This is a major validation. Meta is betting $14B on CoreWeaves ability to scale compute reliably"  
[X Link](https://x.com/Bearonomist/status/1973019425982108146)  2025-09-30T13:37Z [---] followers, [--] engagements


"I'm buying $FLY if they go under $20"  
[X Link](https://x.com/Bearonomist/status/1973044275215753216)  2025-09-30T15:16Z [---] followers, [--] engagements


"Time to update the Mag [--] list. $AVGO has overtaken $TSLA. Stop pretending Tesla still belongs"  
[X Link](https://x.com/Bearonomist/status/1973045856749162548)  2025-09-30T15:22Z [---] followers, [---] engagements


"So this explains this move today then $PL The ticker is $PL planet labs 😆 https://t.co/66Ec2MTlan The ticker is $PL planet labs 😆 https://t.co/66Ec2MTlan"  
[X Link](https://x.com/Bearonomist/status/1973126560719720607)  2025-09-30T20:43Z [---] followers, [---] engagements


"Were back $ASML"  
[X Link](https://x.com/Bearonomist/status/1973469023057928212)  2025-10-01T19:24Z [---] followers, [--] engagements


"@klarnaseb @Borspodden Excellent episode Really insightful to hear your perspective on $KLAR and Flat Capital"  
[X Link](https://x.com/Bearonomist/status/1973470388467454311)  2025-10-01T19:29Z [---] followers, [---] engagements


"Opened a position in $EOSE. Dont ask me why. I dont have a thesis. Just vibes. 👀"  
[X Link](https://x.com/Bearonomist/status/1973648416073982330)  2025-10-02T07:17Z [---] followers, [--] engagements


"European chipmakers are ripping higher. $ASML $ASMI $BESI all climbing as demand for AI gear and hopes of Fed cuts fuel a sector-wide rally. $ASML is up 5% $ASMI & $BESI is up around 6%"  
[X Link](https://x.com/Bearonomist/status/1973710853376807197)  2025-10-02T11:25Z [---] followers, [--] engagements


"@arny_trezzi Now let's get lucky with $PL"  
[X Link](https://x.com/Bearonomist/status/1973713021819404527)  2025-10-02T11:33Z [---] followers, [----] engagements


"@xEBITDA Yea something is definitely up. I bought shares that's what's up"  
[X Link](https://x.com/Bearonomist/status/1973716202494255361)  2025-10-02T11:46Z [---] followers, [--] engagements


"Nice to see $PL on this list. Ive been talking a lot about Planet Labs. Even after last months run it only sits on a 4.7B valuation. In a growing space market I think we can double from here in the near future. HERE ARE THE TOP [--] GROWTH PERFORMERS OF [----] [--]. $OKLO +500% [--]. $IREN +414% [--]. $OPEN +407% [--]. $NBIS +362% [--]. $MP +358% [--]. $HOOD +299% [--]. $QBTS +218% [--]. $ONDS +287% [--]. $PL +279% [--]. $ASTS +221% [--]. $CIFR +217% [--]. $PGY +216% [--]. $QS +207% [--]. $JMIA +198% [--]. $TEM +172% https://t.co/tMnnp2w4Rw HERE ARE THE TOP [--] GROWTH PERFORMERS OF [----] [--]. $OKLO +500% [--]. $IREN +414% [--]. $OPEN +407% 4."  
[X Link](https://x.com/Bearonomist/status/1974499082996482092)  2025-10-04T15:37Z [---] followers, [---] engagements


"Lets go $PL🦉 Owls: birds long revered for their incredible intelligence and eyesight. Our upcoming fleet of satellites will share a name with these majestic birds. With 1-meter class daily imagery and the latest GPUs onboard our Owls will be wise and sharp-sighted just like their avian https://t.co/A3Pps9xNNd Owls: birds long revered for their incredible intelligence and eyesight. Our upcoming fleet of satellites will share a name with these majestic birds. With 1-meter class daily imagery and the latest GPUs onboard our Owls will be wise and sharp-sighted just like their avian"  
[X Link](https://x.com/Bearonomist/status/1975946441580225005)  2025-10-08T15:28Z [---] followers, [---] engagements


"@WaltcoSA @forallcurious Do you also think the Soviets were in on the conspiracy Theyd have loved to call out a fake moon landing"  
[X Link](https://x.com/Bearonomist/status/1976210952812102142)  2025-10-09T08:59Z [---] followers, [---] engagements


"Yes together with $ASML I would say. $TSM TSMC reported a 30% YoY revenue jump in Q3 beating expectations thanks to booming AI chip demand. Revenue reached $32.5B above forecasts 📈🚀 👉 Is TSMC the most underrated winner of the entire AI revolution https://t.co/GIWqbUgZVc $TSM TSMC reported a 30% YoY revenue jump in Q3 beating expectations thanks to booming AI chip demand. Revenue reached $32.5B above forecasts 📈🚀 👉 Is TSMC the most underrated winner of the entire AI revolution https://t.co/GIWqbUgZVc"  
[X Link](https://x.com/Bearonomist/status/1976245680286073121)  2025-10-09T11:17Z [---] followers, [---] engagements


"Another flawless launch $RKLB MISSION SUCCESS and payload deployment confirmed for the Seventh StriX. Welcome back to orbit @synspective https://t.co/B3IQbMrADp MISSION SUCCESS and payload deployment confirmed for the Seventh StriX. Welcome back to orbit @synspective https://t.co/B3IQbMrADp"  
[X Link](https://x.com/Bearonomist/status/1978155016570405288)  2025-10-14T17:44Z [---] followers, [---] engagements


"@bennybigbull Well people are taking home profits. Nothing wrong with that"  
[X Link](https://x.com/Bearonomist/status/1978505740701540620)  2025-10-15T16:58Z [---] followers, [---] engagements


"@Stan_Fr31 Meanwhile $ASTS sitting there with nearly $35B market cap with no revenue. 👀"  
[X Link](https://x.com/Bearonomist/status/1978520412012065220)  2025-10-15T17:56Z [---] followers, [---] engagements


"Top [--] trending stocks on Reddit in the past [--] hours: [--]. $DFLI Dragonfly Energy [--]. $NVDA NVIDIA [--]. $AMD AMD [--]. $TSM TSMC [--]. $ABAT American Battery Technology Company [--]. $BYND Beyond Meat [--]. $OKLO Oklo [--]. $UUUU Energy Fuels [--]. $AMZN Amazon [--]. $BITF Bitfarms"  
[X Link](https://x.com/Bearonomist/status/1978800460204294516)  2025-10-16T12:29Z [---] followers, [---] engagements


"Amazon is partnering with X-energy to build up to [--] small modular nuclear reactors (SMRs). No $OKLO No $SMR and no $GEV. 👀 https://www.aboutamazon.com/news/sustainability/amazon-smr-nuclear-energy https://www.aboutamazon.com/news/sustainability/amazon-smr-nuclear-energy"  
[X Link](https://x.com/Bearonomist/status/1979235299482878287)  2025-10-17T17:17Z [---] followers, [---] engagements


"Top [--] trending stocks on Reddit in the past [--] hours: [--]. $AMD AMD [--]. $DJT Trump Media & Technology Group [--]. $NVDA NVIDIA [--]. $NBIS Nebius Group [--]. $DTE DTE Energy Company [--]. $AM Antero Midstream [--]. $MP MP Materials [--]. $IREN Iris Energy [--]. $TSLA Tesla [--]. $REE REE Automotive"  
[X Link](https://x.com/Bearonomist/status/1977695962047939007)  2025-10-13T11:20Z [---] followers, [---] engagements


"Top trending stocks on Reddit in the past [--] hours: [--]. $NVDA Nvidia [--]. $GOOG Alphabet [--]. $MSTR Microstrategy [--]. $GOOGL Alphabet [--]. $META Meta Platforms [--]. $NBIS Nebius Group [--]. $TSLA Tesla [--]. $GNS Genius Group [--]. $AM Antero Midstream [--]. $PLTR Palantir"  
[X Link](https://x.com/Bearonomist/status/1990438069678326122)  2025-11-17T15:13Z [---] followers, [---] engagements


"$KRNF / $PNGV secures $12M in orders for SAS sonar and SeaPower batteries from Teledyne Marine Terradepth and two NATO navies. https://www.stocktitan.net/news/KRKNF/kraken-robotics-announces-12-million-in-orders-for-synthetic-410k2yy5ih0w.html https://www.stocktitan.net/news/KRKNF/kraken-robotics-announces-12-million-in-orders-for-synthetic-410k2yy5ih0w.html"  
[X Link](https://x.com/Bearonomist/status/1995862254924038328)  2025-12-02T14:26Z [---] followers, [---] engagements


"The space economy is projected to hit $1 trillion by [----] driven by satellite tech reusable rockets and space tourism. Heres a list of space stocks too keep an eye on: 🛰 Satellites (Communications Imaging and Data Analytics): Planet Labs ($PL) AST SpaceMobile ($ASTS) Spire Global ($SPIR) Maxar Technologies ($MAXR) Iridium Communications ($IRDM) BlackSky ($BKSY) Ovzon AB ($OVZON.ST) 🚀 Rockets (Launch Services and Propulsion) Rocket Lab ($RKLB) Firefly Aerospace ($FLY) IPO this week Redwire ($RDW) Sidus Space ($SIDU) Airbus ($AIR.PA) Boeing ($BA) 📡 Other (Infrastructure Robotics and Mixed"  
[X Link](https://x.com/Bearonomist/status/1953082253543710781)  2025-08-06T13:14Z [---] followers, [---] engagements


"@SuperValue16 @HatedMoats $TDW maybe"  
[X Link](https://x.com/Bearonomist/status/1960667944335106138)  2025-08-27T11:37Z [---] followers, [---] engagements


"@StockSavvyShay @FuturumEquities $PL is just starting. $3b in market cap at the moment"  
[X Link](https://x.com/Bearonomist/status/1966921100849221996)  2025-09-13T17:45Z [---] followers, [---] engagements


"@Ashton_1nvests $PL $RKLB $ASML"  
[X Link](https://x.com/Bearonomist/status/1968939895881097228)  2025-09-19T07:27Z [---] followers, [---] engagements


"@DividendTalks People are sleeping on $PL. Up over 150% YTD but still a MC at $3B"  
[X Link](https://x.com/Bearonomist/status/1968970669258879199)  2025-09-19T09:29Z [---] followers, [---] engagements


"@StockSavvyShay @FuturumEquities $PL is just starting"  
[X Link](https://x.com/Bearonomist/status/1969393103745187982)  2025-09-20T13:28Z [---] followers, [---] engagements


"$ASML is set to report quarterly earnings tomorrow. Here are the estimates (in EUR): Revenue: 7.73B (+35% YoY) EBITDA: 2.75B (+2.8% YoY) EBIT: 2.45B (+0.6% YoY) EPS: [----] (+1.8% YoY)"  
[X Link](https://x.com/Bearonomist/status/1978045931057803740)  2025-10-14T10:31Z [---] followers, [--] engagements


"$20 price target for $PL. 🔥 https://www.tipranks.com/news/the-fly/planet-labs-price-target-raised-to-20-from-8-50-at-cantor-fitzgerald-thefly https://www.tipranks.com/news/the-fly/planet-labs-price-target-raised-to-20-from-8-50-at-cantor-fitzgerald-thefly"  
[X Link](https://x.com/Bearonomist/status/1979888665834000587)  2025-10-19T12:33Z [---] followers, [---] engagements


"$BAC raises $AMD price target to $300 from $250. They're also saying that the analyst day on 11/11 will be the next major catalyst. 🔥"  
[X Link](https://x.com/Bearonomist/status/1980196961124053284)  2025-10-20T08:58Z [---] followers, [--] engagements


"@gunsnrosesgirl3 Iceland feels like a different planet. Breathtaking landscape and lovely people. I want to go back"  
[X Link](https://x.com/Bearonomist/status/1980238031098638599)  2025-10-20T11:41Z [---] followers, [----] engagements


"Surely $RKLB has some parts involved in this Space isnt just for stars anymore. 🌠 Starclouds H100-powered satellite brings sustainable high-performance computing beyond Earth. Learn more: https://t.co/euiyEGZaEP https://t.co/fPEDglzSuz Space isnt just for stars anymore. 🌠 Starclouds H100-powered satellite brings sustainable high-performance computing beyond Earth. Learn more: https://t.co/euiyEGZaEP https://t.co/fPEDglzSuz"  
[X Link](https://x.com/Bearonomist/status/1980869390301335775)  2025-10-22T05:30Z [---] followers, [---] engagements


"I've added $KLAR to my portfolio. Good long term investment in my opnion. "Klarna is the largest BNPL player in the world" BofA Securities analyst Mihir Bhatia says as the bank initiated $KLAR with a Buy rating. They have "over [---------] consumers on the platform." https://t.co/WYe5Vo4krU "Klarna is the largest BNPL player in the world" BofA Securities analyst Mihir Bhatia says as the bank initiated $KLAR with a Buy rating. They have "over [---------] consumers on the platform." https://t.co/WYe5Vo4krU"  
[X Link](https://x.com/Bearonomist/status/1980933978342436995)  2025-10-22T09:47Z [---] followers, [---] engagements


"$KRKNF Offshore wind defense and deep-sea mapping are driving massive demand for autonomous underwater vehicles. Kraken operates in marine robotics and subsea technologies high-resolution synthetic aperture sonar subsea batteries LiDAR and underwater services. The market is expected to triple from $7B today to over $20B by [----] with CAGRs north of 15%. Kraken is one of the few small-caps actually selling sensors sonar and full robotic systems to NATO navies and offshore operators. Theyre profitable growing fast and sitting right where the subsea boom begins"  
[X Link](https://x.com/Bearonomist/status/1981415547557269538)  2025-10-23T17:40Z [---] followers, [---] engagements


"$GOOG just rolled out Earth-AI. Its new platform for real-time environmental intelligence. Planets daily Earth imagery now feeds Googles AI to track deforestation floods droughts and more. $PL just got a seat at the table. 🔥 Thrilled to be featured in today's @Google Earth AI announcement 🌎🛰 Fusing Google's foundation models with our global near-daily scan is transforming Earth Intelligence. What took analysts hours can now take minutes with AI accelerating analysis & opening up Thrilled to be featured in today's @Google Earth AI announcement 🌎🛰 Fusing Google's foundation models with our"  
[X Link](https://x.com/Bearonomist/status/1981455373060964858)  2025-10-23T20:19Z [---] followers, [---] engagements


"@DividendDude_X New $KLAR added more of $PL and $RKLB"  
[X Link](https://x.com/Bearonomist/status/1981826478636773621)  2025-10-24T20:53Z [---] followers, [---] engagements


"Adding some colour tho this. Theyre repositioning toward petrol/hybrid and are also delaying several EV launches. They expect a hit of around 1.8B in [----] tied to this restructuring. BREAKING: Porsche reports a [----] percent drop in profits - the company announced Profit fell to [---] million from [---] billion in the same period of [----]. https://t.co/BU35Vqtlqi BREAKING: Porsche reports a [----] percent drop in profits - the company announced Profit fell to [---] million from [---] billion in the same period of [----]. https://t.co/BU35Vqtlqi"  
[X Link](https://x.com/Bearonomist/status/1982280987590484390)  2025-10-26T02:59Z [---] followers, [--] engagements


"$NVDA is investing $1B in $NOK (Nokia) who provides the company with 5G chips. Nokias shares are up 24% on the news"  
[X Link](https://x.com/Bearonomist/status/1983225628007546895)  2025-10-28T17:33Z [---] followers, [---] engagements


"That plane looks like its trying to stab the sound barrier rather than break it. $LMT @NASA .@LockheedMartin Skunk Works in partnership with @NASA announces successful X-59 first flight.🔗 https://t.co/z1weGJr8eL .@LockheedMartin Skunk Works in partnership with @NASA announces successful X-59 first flight.🔗 https://t.co/z1weGJr8eL"  
[X Link](https://x.com/Bearonomist/status/1983425831079989735)  2025-10-29T06:49Z [---] followers, [---] engagements


"Trending stocks on Reddit in the past [--] hours: [--]. $NVDA Nvidia [--]. $BYND Beyond Meat [--]. $NOK Nokia [--]. $UNH United Health [--]. $AMD AMD [--]. $MSFT Microsoft [--]. $ASST Asset Entities [--]. $TSLA Tesla [--]. $SOFI SoFi [--]. $AMZN Amazon"  
[X Link](https://x.com/Bearonomist/status/1983523759907549316)  2025-10-29T13:18Z [---] followers, [---] engagements


"$PL "We are starting to see investors wake up to the potential of our business" - CFO Ashley Johnson I've been saying that people are sleeping on Planet Labs since $3. Now sitting at $13+ I still think it's early. This is at least a $10B market cap stock considering the potential. Planet President and CFO Ashley Johnson recently joined @SullyCNBC on @CNBC's Power Lunch to speak about Planets business momentum. Weve been really shifting the paradigm in Earth observation to thinking what can a machine understand from an image Tune in here Planet President and CFO Ashley Johnson recently joined"  
[X Link](https://x.com/Bearonomist/status/1983559682078691763)  2025-10-29T15:40Z [---] followers, [---] engagements


"@beavinvests Agreed but you need to add $PL on that list. 🔥"  
[X Link](https://x.com/Bearonomist/status/1983560638342254709)  2025-10-29T15:44Z [---] followers, [---] engagements


"OpenAI Prepares for Potential $1 Trillion IPO https://finance.yahoo.com/news/exclusive-openai-lays-groundwork-juggernaut-232125990.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/exclusive-openai-lays-groundwork-juggernaut-232125990.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/Bearonomist/status/1983808195627020725)  2025-10-30T08:08Z [---] followers, [--] engagements


"$KLAR keeps growing in the US Just incredible. @Klarna has fully flipped US Google Trends in only [--] days. A month ago $AFRM dominated the map. California: Klarna 36% up from 25% (HUGE) New York: Klarna 35% up from 20% (HUGE) Washington: Klarna 38% up from 15% (uhm HUGE) $KLAR https://t.co/fuVpasP21i Just incredible. @Klarna has fully flipped US Google Trends in only [--] days. A month ago $AFRM dominated the map. California: Klarna 36% up from 25% (HUGE) New York: Klarna 35% up from 20% (HUGE) Washington: Klarna 38% up from 15% (uhm HUGE) $KLAR https://t.co/fuVpasP21i"  
[X Link](https://x.com/Bearonomist/status/1983825039645364431)  2025-10-30T09:15Z [---] followers, [---] engagements


"🚨 Big and bold move in semis. Startup Substrate Inc. just raised $100 M+ at a valuation above $1B aiming to disrupt the dominance of $ASML & $TSM. Instead of the usual lithography machines Substrate is developing X-ray-based tools to etch chips at [--] nm scale. Promising to reduce wafer costs dramatically. 🤯🤯🤯 via @SiliconANGLE https://siliconangle.com/2025/10/28/substrate-raises-100m-impossible-reinvent-chipmaking-industry/ https://siliconangle.com/2025/10/28/substrate-raises-100m-impossible-reinvent-chipmaking-industry/"  
[X Link](https://x.com/Bearonomist/status/1983847508393566291)  2025-10-30T10:44Z [---] followers, [---] engagements


"@StockMKTNewz $ASML needs to do the same to be honest"  
[X Link](https://x.com/Bearonomist/status/1984176161568551347)  2025-10-31T08:30Z [---] followers, [---] engagements


"Next week though 😮💨😮💨 Looking forward to $AMD $IREN $PLTR $SMR. #earnings for the week of November [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMD $HIMS $HOOD $ANET $SMCI $ALAB $CIFR $NVTS $TTD $UBER $OPEN $IONQ $APP $SHOP $SPOT $IREN $MP $PFE $AMC $QBTS $BYND $SOUN $MARA $HUT $COP $UUUU $KGC $BROS $UPST $BCE $AXON $QCOM $BRK.B (Saturday) $DKNG https://t.co/E3ZHe0fMeX #earnings for the week of November [--] [----] https://t.co/hLn2sKQhEY $PLTR $AMD $HIMS $HOOD $ANET $SMCI $ALAB $CIFR $NVTS $TTD $UBER $OPEN $IONQ $APP $SHOP $SPOT $IREN $MP $PFE $AMC $QBTS $BYND $SOUN $MARA $HUT $COP $UUUU $KGC $BROS"  
[X Link](https://x.com/Bearonomist/status/1984931119351959558)  2025-11-02T10:30Z [---] followers, [---] engagements


"@Investingcom $RKLB"  
[X Link](https://x.com/Bearonomist/status/1984954768167485937)  2025-11-02T12:04Z [---] followers, [---] engagements


"@Daniel06184724 @HWLinvest @grok"  
[X Link](https://x.com/Bearonomist/status/1985229594794831937)  2025-11-03T06:16Z [---] followers, [---] engagements


"Trending stocks on Reddit in the past [--] hours: [--]. $META Meta Platforms [--]. $NVDA NVIDIA [--]. $BYND Beyond Meat [--]. $IREN Iris Energy [--]. $PLTR Palantir [--]. $KVUE Kenvue [--]. $AMD AMD [--]. $TSLA Tesla [--]. $POET POET Technologies [--]. $NBIS Nebius Group"  
[X Link](https://x.com/Bearonomist/status/1985350276438478921)  2025-11-03T14:16Z [---] followers, [---] engagements


"This is getting personal $PLTR 😂 JUST IN: Palantir CEO Alex Karp calls Michael Burry "batshit crazy" for betting against Palantir JUST IN: Palantir CEO Alex Karp calls Michael Burry "batshit crazy" for betting against Palantir"  
[X Link](https://x.com/Bearonomist/status/1985789211073814607)  2025-11-04T19:20Z [---] followers, [---] engagements


"Big news $PL just renewed an 8-figure contract with an international defense and intelligence customer. 🚀 https://finance.yahoo.com/news/planet-signs-8-figure-contract-140300174.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/planet-signs-8-figure-contract-140300174.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/Bearonomist/status/1986145032563290429)  2025-11-05T18:54Z [---] followers, [--] engagements


"@MMatters22596 Space: $RKLB & $PL"  
[X Link](https://x.com/Bearonomist/status/1986390395983433996)  2025-11-06T11:09Z [---] followers, [---] engagements


"Whats happening $RKLB $PL $KRKNF"  
[X Link](https://x.com/Bearonomist/status/1986471706450428277)  2025-11-06T16:32Z [---] followers, [----] engagements


"Well at least I got this in the mail today 🫶🏼 $RKLB"  
[X Link](https://x.com/Bearonomist/status/1986486385847550456)  2025-11-06T17:30Z [---] followers, [---] engagements


"$TTWO is down nearly 9% on earnings despite beating estimates and this is the reason. Hi everyone Grand Theft Auto VI will now release on Thursday November [--] [----]. We are sorry for adding additional time to what we realize has been a long wait but these extra months will allow us to finish the game with the level of polish you have come to expect and https://t.co/yLX9KIiDzX Hi everyone Grand Theft Auto VI will now release on Thursday November [--] [----]. We are sorry for adding additional time to what we realize has been a long wait but these extra months will allow us to finish the game with"  
[X Link](https://x.com/Bearonomist/status/1986545645658718491)  2025-11-06T21:26Z [---] followers, [--] engagements


"Another exciting earnings week $RKLB $CRWV $NBIS $ASTS $AMAT $RCAT $OKLO"  
[X Link](https://x.com/Bearonomist/status/1987789562098192651)  2025-11-10T07:48Z [---] followers, [---] engagements


"Top trending stocks on Reddit in the past [--] hours [--]. $NVDA Nvidia [--]. $CRWV CoreWeave [--]. $BYNDG Nebius Group [--]. $VIVK Vivakor [--]. $META Beyond Meat [--]. $META Meta Platforms [--]. $PLTR Palantir [--]. $TSLA Tesla [--]. $DTE DTE Energy [--]. $RKLB Rocket Lab"  
[X Link](https://x.com/Bearonomist/status/1988186974482575430)  2025-11-11T10:08Z [---] followers, [---] engagements


"@HWLinvest Invest"  
[X Link](https://x.com/Bearonomist/status/1988218272358297661)  2025-11-11T12:12Z [---] followers, [--] engagements


"Rough day today Added more RKLB shares. Might add more PL as well. $RKLB $PL $PNG.V / $KRKNF"  
[X Link](https://x.com/Bearonomist/status/1988332788731507085)  2025-11-11T19:47Z [---] followers, [---] engagements


"@Nexus_News_AI @unusual_whales Well they still have capital even though they aint making profit"  
[X Link](https://x.com/Bearonomist/status/1988374117855469917)  2025-11-11T22:31Z [---] followers, [--] engagements


"@cyberprince_rwo Look into $KRKNF for sure. Risky but a lot of potential"  
[X Link](https://x.com/Bearonomist/status/1988374620463116618)  2025-11-11T22:33Z [---] followers, [---] engagements


"Delayed by the U.S. government shutdown. Does this mean theyre counting on getting the contracts And how much would they be worth Enlighten me please. $RKLB"  
[X Link](https://x.com/Bearonomist/status/1988724484522541531)  2025-11-12T21:44Z [---] followers, [---] engagements


"@Stan_Fr31 Look into $PL"  
[X Link](https://x.com/Bearonomist/status/1988733429337457114)  2025-11-12T22:19Z [---] followers, [---] engagements


"@Okami13_ How is it compared to PS5 and Xbox Series X Regarding the specs"  
[X Link](https://x.com/Bearonomist/status/1988890425323671808)  2025-11-13T08:43Z [---] followers, [----] engagements


"$FLY pulled in $30.8M in Q3 revenue up nearly 99% from both last quarter and last year. Thanks to strong lunar data sales and momentum from its Electra mission. The company bumped full-year guidance to $150158M factoring in part of the upcoming SciTec acquisition. Its backlog now stands at $1.3B with another $170M to be added once the deal closes. The stock is up 20% in pre-market. However the stock is down over 70% since IPO"  
[X Link](https://x.com/Bearonomist/status/1988897895907483907)  2025-11-13T09:13Z [---] followers, [---] engagements


"🚨 The UK has picked Anglesey (Ynys Mn) in north Wales as the site for its first small modular reactor (SMR) power station. $RR.L RollsRoyce SMR has been named as the preferred designer subject to final contracts. https://bbc.com/news/articles/c051y3d7myzo https://bbc.com/news/articles/c051y3d7myzo"  
[X Link](https://x.com/Bearonomist/status/1988939712002945475)  2025-11-13T11:59Z [---] followers, [--] engagements


"@um87777 Me as $RKLB holder right now"  
[X Link](https://x.com/Bearonomist/status/1989021456651436532)  2025-11-13T17:24Z [---] followers, [---] engagements


"@Venu_7_ Because Jim Cramer said I feel good about tomorrow"  
[X Link](https://x.com/Bearonomist/status/1989067315435200657)  2025-11-13T20:26Z [---] followers, [---] engagements


"Top trending stocks on Reddit in the past [--] hours: [--]. $NVDA Nvidia [--]. $NBIS Nebius Group [--]. $META Meta Platforms [--]. $TSLA Tesla [--]. $MSTR Microstrategy [--]. $PLTR Palantir [--]. $DTE DTE Energy [--]. $AMD AMD [--]. $HOOD Robinhood [--]. $IREN Iris Energy"  
[X Link](https://x.com/Bearonomist/status/1989276366689407309)  2025-11-14T10:16Z [---] followers, [---] engagements


"Well we all are waiting for Wednesday $NVDA"  
[X Link](https://x.com/Bearonomist/status/1989976983535808580)  2025-11-16T08:40Z [---] followers, [--] engagements


"@moninvestor $RKLB & $PL"  
[X Link](https://x.com/Bearonomist/status/1990063726695686249)  2025-11-16T14:25Z [---] followers, [---] engagements


"@Investingcom Time for a $RKLB rebound"  
[X Link](https://x.com/Bearonomist/status/1990373504412430660)  2025-11-17T10:56Z [---] followers, [---] engagements


"$NVDA will invest up to $10 billion in Anthropic with $MSFT potentially adding as much as $5 billion. https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/ https://blogs.nvidia.com/blog/microsoft-nvidia-anthropic-announce-partnership/"  
[X Link](https://x.com/Bearonomist/status/1990824614604247182)  2025-11-18T16:49Z [---] followers, [--] engagements


"$PL Planet Labs and Quantum Systems are partnering to link satellite monitoring with rapid drone follow-ups. The goal is faster and more precise intelligence for defense users. Its a strong step for European security"  
[X Link](https://x.com/Bearonomist/status/1990891511739785546)  2025-11-18T21:15Z [---] followers, [----] engagements


"Society when $NVDA only beats earnings by 18%"  
[X Link](https://x.com/Bearonomist/status/1991249767108579580)  2025-11-19T20:58Z [---] followers, [---] engagements


"Top trending stocks on Reddit in the past [--] hours: [--]. $NVDA Nvidia [--]. $META Meta Platforms [--]. $SGBX SG Blocks [--]. $GOOGL Alphabet [--]. $MSTR Microstratergy [--]. $AMD AMD [--]. $TSLA Tesla [--]. $NBIS Nebius Group [--]. $MSFT Microsoft [--]. $AMZN Amazon"  
[X Link](https://x.com/Bearonomist/status/1991510941985567028)  2025-11-20T14:16Z [---] followers, [---] engagements


"@kshvbgde Buy $RKLB"  
[X Link](https://x.com/Bearonomist/status/1991991116653289618)  2025-11-21T22:04Z [---] followers, [--] engagements


"@ValueInIdeas @RKLB_KevinJames Well $RKLB launched a satellite for the Japaneses company Astroscale back in February last year. That mission aimed to demonstrate technologies for deorbiting space debris. So were already seeing companies taking early actions on the Kessler syndrome I guess. 🔥"  
[X Link](https://x.com/Bearonomist/status/1992547090870796368)  2025-11-23T10:53Z [---] followers, [---] engagements


"@techinvestoor @NomadBets I have $PL"  
[X Link](https://x.com/Bearonomist/status/1992932775268401361)  2025-11-24T12:26Z [---] followers, [---] engagements


"Trending stocks on Reddit in the past [--] hours: [--]. $NVDA Nvidia [--]. $GOOG Alphabet [--]. $META Meta Platforms [--]. $TSLA Tesla [--]. $NVO Novo Nordisk [--]. $AMD AMD [--]. $MSTR Strategy Inc [--]. $ASST Asset Entities [--]. $AVGO Broadcom [--]. $MSFT Microsoft"  
[X Link](https://x.com/Bearonomist/status/1993283472144974131)  2025-11-25T11:39Z [---] followers, [---] engagements


"@klarnaseb Given Klarnas previous stance and the current reassessment what concrete factors changed your view on cryptos long-term viability"  
[X Link](https://x.com/Bearonomist/status/1993323379982540942)  2025-11-25T14:18Z [---] followers, [----] engagements


"Here's $GOOGL's stock portfolio. Nice to see $PL & $ASTS"  
[X Link](https://x.com/Bearonomist/status/1993419383666847998)  2025-11-25T20:39Z [---] followers, [---] engagements


"This makes me want to buy $DE 🔥 https://t.co/ge3jWbYnZk https://t.co/ge3jWbYnZk"  
[X Link](https://x.com/Bearonomist/status/1993719951891509384)  2025-11-26T16:34Z [---] followers, [---] engagements


"@dividendology $PL. Not that people are wrong more like people don't see the potential or doesn't even know they exist"  
[X Link](https://x.com/Bearonomist/status/1993973899554398578)  2025-11-27T09:23Z [---] followers, [---] engagements


"@theapplecycle Spotifys algorithm is light years better than Apple Music"  
[X Link](https://x.com/Bearonomist/status/1995481675237663150)  2025-12-01T13:14Z [---] followers, [--] engagements


"Top trending stocks on Reddit in the past [--] hours: [--]. $NVDA NVIDIA [--]. $MSTR Strategy Inc [--]. $TSLA Tesla [--]. $BYND Beyond Meat [--]. $MDB MongoDB [--]. $GOOG Alphabet [--]. $AAPL Apple [--]. $AMD AMD [--]. $META Meta Platforms [--]. $PLTR Palantir"  
[X Link](https://x.com/Bearonomist/status/1995861089490436176)  2025-12-02T14:22Z [---] followers, [---] engagements


"I feel you $NVDA 👀 Nvidia has a cash problem -- too much of it https://t.co/FKvZln2yHM Nvidia has a cash problem -- too much of it https://t.co/FKvZln2yHM"  
[X Link](https://x.com/Bearonomist/status/1996678448602075249)  2025-12-04T20:30Z [---] followers, [--] engagements


"$GOOGL $PL Google will take its first steps in constructing extraterrestrial data centers in early [----] in partnership with satellite imagery firm Planet launching two pilot satellites to test the hardware in Earths orbit. https://fortune.com/2025/12/01/google-ceo-sundar-pichai-project-suncatcher-extraterrestrial-data-centers-environment/ https://fortune.com/2025/12/01/google-ceo-sundar-pichai-project-suncatcher-extraterrestrial-data-centers-environment/"  
[X Link](https://x.com/Bearonomist/status/1996697702584012896)  2025-12-04T21:46Z [---] followers, [---] engagements


"@Investingcom Planet Labs $PL has earnings on the 10th of december"  
[X Link](https://x.com/Bearonomist/status/1998037807798136946)  2025-12-08T14:31Z [---] followers, [---] engagements


"Planet Lab $PL is scheduled to release its quarterly earnings tomorrow after the bell. Here are the estimates: Revenue: $72.0M EBITDA: -$1.85M EBIT: -$15.3M EPS: -0.04"  
[X Link](https://x.com/Bearonomist/status/1998499809817432130)  2025-12-09T21:07Z [---] followers, [----] engagements


"Lets go🔥 $PL"  
[X Link](https://x.com/Bearonomist/status/1999127194375766364)  2025-12-11T14:40Z [---] followers, [---] engagements


"Strong day for my two largest positions. The space sector is shifting gears and were still early. $RKLB $PL"  
[X Link](https://x.com/Bearonomist/status/1999226048719044883)  2025-12-11T21:13Z [---] followers, [---] engagements


"@Ron_Trades Cant argue against that. $ASTS is one of my biggest regrets. Had it on my watchlist since single digits and still didnt make a move. 😭"  
[X Link](https://x.com/Bearonomist/status/1999230062428868851)  2025-12-11T21:29Z [---] followers, [--] engagements


"Top trending stocks on Reddit in the past [--] hours: [--]. $NVDA Nvidia [--]. $TSLA Tesla [--]. $MSTR Strategy inc. [--]. $ORCL Oracle [--]. $MIST Milestone Pharmaceuticals [--]. $AVGO Broadcom [--]. $MU Micron [--]. $META Meta Platforms [--]. $AMD AMD [--]. $DTE DTE Energy [--]. $ES Eversource Energy [--]. $RKLB Rocket Lab [--]. $AM Antero Midstream [--]. $AGI Alamos Gold [--]. $GOOGL Alphabet https://twitter.com/i/web/status/2000572027879522582 https://twitter.com/i/web/status/2000572027879522582"  
[X Link](https://x.com/Bearonomist/status/2000572027879522582)  2025-12-15T14:21Z [---] followers, [---] engagements


"@RFagefors @Andersperssson5 @realjohnskogman Inte ens 2% av Spacex-vrderingen"  
[X Link](https://x.com/Bearonomist/status/2000882265610449216)  2025-12-16T10:54Z [---] followers, [--] engagements


"@MMatters22596 $RKLB & $PL"  
[X Link](https://x.com/Bearonomist/status/2001031296932569301)  2025-12-16T20:46Z [---] followers, [---] engagements


"20th mission of [----] will be launching in [--] hours. 🚀 $RKLB"  
[X Link](https://x.com/Bearonomist/status/2001347357347324216)  2025-12-17T17:42Z [---] followers, [---] engagements


"@Swurv__ Starfield was so disappointing. I was genuinely hyped before hand but it was just a mess"  
[X Link](https://x.com/Bearonomist/status/2001397620510507201)  2025-12-17T21:02Z [---] followers, [--] engagements


"Lets go [----] will be the year for $RKLB $PL $ASTS and many more 🚀 🔥 New space policy just dropped. https://t.co/re8cmEuPay New space policy just dropped. https://t.co/re8cmEuPay"  
[X Link](https://x.com/Bearonomist/status/2001780919040917534)  2025-12-18T22:25Z [---] followers, [---] engagements


"Samsung officially unveils the worlds first 2nm smartphone chip: Exynos [----]. They're not only outpacing $QCOM and MediaTek but even $AAPL in the race. "The CPU features ten cores built on ARMs latest architecture dropping the smaller efficiency cores in favor of only high- and mid-performance cores. This design delivers up to a 39% performance boost compared to its predecessor." https://www.sammobile.com/news/exynos-2600-chip-official-specs-better-sustained-performance/ https://www.sammobile.com/news/exynos-2600-chip-official-specs-better-sustained-performance/"  
[X Link](https://x.com/Bearonomist/status/2001969551706030243)  2025-12-19T10:55Z [---] followers, [---] engagements


"@FckingNo0ne @Sumina07315233 @saikenMD I went in with Maelle with the nuke build I used to beat normal Simon with and realised it didnt even make a dent on him. RIP 😭"  
[X Link](https://x.com/Bearonomist/status/2001974478432321690)  2025-12-19T11:14Z [---] followers, [--] engagements


"Read this 🧵 if youre not convinced yet that $PL is a great bet for [----] The Ultimate Planet Labs $PL Investment Thesis Planet Labs PBC (NYSE: $PL) represents a compelling investment opportunity at an inflection point in the geospatial intelligence market. The company operates the world's largest fleet of Earth observation satellites imaging the https://t.co/oFiGuEKR0l The Ultimate Planet Labs $PL Investment Thesis Planet Labs PBC (NYSE: $PL) represents a compelling investment opportunity at an inflection point in the geospatial intelligence market. The company operates the world's largest"  
[X Link](https://x.com/Bearonomist/status/2002784942582071360)  2025-12-21T16:55Z [---] followers, [---] engagements


"@MMatters22596 Isnt GE Vernova or Rolls-Royce a better SMR-bet"  
[X Link](https://x.com/Bearonomist/status/2002825555666989421)  2025-12-21T19:36Z [---] followers, [---] engagements


"Top trending stocks on Reddit in the past [--] hours: [--]. $RKLB Rocket Lab [--]. $TSLA Tesla [--]. $NVDA Nvidia [--]. $ASTS AST SpaceMobile [--]. $MU Micron Technology [--]. $AMZN Amazon [--]. $DTE DTE Energy [--]. $META Meta Platforms [--]. $QBTS D-wave Quantum [--]. $SIDU Sidus Space"  
[X Link](https://x.com/Bearonomist/status/2003186207216533760)  2025-12-22T19:29Z [---] followers, [---] engagements


"Nice to see that $GOOGL trusts $PL 🔥 $GOOGL STOCK PORTFOLIO REVEALED [--]. $ASTS 18% [--]. $PL 17% [--]. $ARM 12% [--]. $MTSR 8% [--]. $RVMD 8% [--]. $FRSH 8% [--]. $TEM 5% [--]. $GTLB 5% [--]. $PATH 4% [--]. $PRME 4% https://t.co/qzZyGP55Ii $GOOGL STOCK PORTFOLIO REVEALED [--]. $ASTS 18% [--]. $PL 17% [--]. $ARM 12% [--]. $MTSR 8% [--]. $RVMD 8% [--]. $FRSH 8% [--]. $TEM 5% [--]. $GTLB 5% [--]. $PATH 4% [--]. $PRME 4% https://t.co/qzZyGP55Ii"  
[X Link](https://x.com/Bearonomist/status/2004274567452545450)  2025-12-25T19:34Z [---] followers, [---] engagements


"Sweden is opening the door for new nuclear power. New rules allow reactors to be built at more coastal sites including SMRs to meet rising electricity demand. One project under evaluation targets [---] GW capacity weighing two options: $GEV Five GE Hitachi BWRX-300 reactors. $RR.L Three Rolls-Royce SMRs Final reactor choice expected in 2026"  
[X Link](https://x.com/Bearonomist/status/2004618247933755784)  2025-12-26T18:20Z [---] followers, [--] engagements


"@pepemoonboy $RKLB $PL & $ASML"  
[X Link](https://x.com/Bearonomist/status/2004999132323426442)  2025-12-27T19:33Z [---] followers, [---] engagements


"@TacticzH $PL should be on that list"  
[X Link](https://x.com/Bearonomist/status/2005055642839761082)  2025-12-27T23:18Z [---] followers, [---] engagements


"@midascabal $PL Planet Labs 🛰"  
[X Link](https://x.com/Bearonomist/status/2005561883315913136)  2025-12-29T08:49Z [---] followers, [----] engagements


"$RKLB Next year will be amazing Throughout [----] Wallops played a key role in enabling national security missions at our launch range for commercial partners and other government agencies such as Rocket Labs HASTE vehicle used for hypersonic test flights. In [----] we are looking forward to strengthening https://t.co/7YfYyHp0tA Throughout [----] Wallops played a key role in enabling national security missions at our launch range for commercial partners and other government agencies such as Rocket Labs HASTE vehicle used for hypersonic test flights. In [----] we are looking forward to strengthening"  
[X Link](https://x.com/Bearonomist/status/2005803428195561946)  2025-12-30T00:49Z [---] followers, [---] engagements


"One more trading day left in [----]. Not jinxing the last day but its been a great year overall. It started out rough but $RKLB and $PL really delivered in the end. Worth noting Ive also had a 17% FX headwind from USD/SEK"  
[X Link](https://x.com/Bearonomist/status/2006270598415102097)  2025-12-31T07:46Z [---] followers, [---] engagements


"The space sector is having a great start to [----] 🚀 $SIDU $PL $RKLB $FLY $GSAT $ASTS $LUNR $RDW $SATS"  
[X Link](https://x.com/Bearonomist/status/2007160025274548449)  2026-01-02T18:40Z [---] followers, [---] engagements


"@MattWallace888 Delta force"  
[X Link](https://x.com/Bearonomist/status/2007917905074335813)  2026-01-04T20:51Z [---] followers, [--] engagements


"My portfolio is up over 16% this year already. Thanks to $RKLB and $PL 🍻"  
[X Link](https://x.com/Bearonomist/status/2008667009454887239)  2026-01-06T22:28Z [---] followers, [---] engagements


"@RKLBMan $PL is a great company. Looking forward to your 'deep dive'. 🙌"  
[X Link](https://x.com/Bearonomist/status/2009203234137637371)  2026-01-08T09:59Z [---] followers, [--] engagements


"$ICE is trending on Reddit. 😭"  
[X Link](https://x.com/Bearonomist/status/2009287650964828333)  2026-01-08T15:34Z [---] followers, [--] engagements


"@TheLongApe @HyperTechInvest Bro $GRAB has gone sideways in like forever. 😭"  
[X Link](https://x.com/Bearonomist/status/2010384979168010475)  2026-01-11T16:15Z [---] followers, [--] engagements


"Baird raised its price target on $RKLB to $100.00 from $83.00 while maintaining an Outperform rating. 🔥"  
[X Link](https://x.com/Bearonomist/status/2010809972548849695)  2026-01-12T20:23Z [---] followers, [---] engagements


"$RKLB touching 90"  
[X Link](https://x.com/Bearonomist/status/2011526315099505091)  2026-01-14T19:50Z [---] followers, [--] engagements


"Excellent read One thing that is also impressive is that $PL has been cash-flow positive for the past three quarters. Achieving this milestone a full year ahead of expectations. I also learned about this company through 'When The Heavens Went On Sale'. But I didn't buy my first shares untill around $5. Now my average cost is around $9. https://twitter.com/i/web/status/2011716027810263305 https://twitter.com/i/web/status/2011716027810263305"  
[X Link](https://x.com/Bearonomist/status/2011716027810263305)  2026-01-15T08:24Z [---] followers, [---] engagements


"@RealJGBanks $PL Space/Satellites"  
[X Link](https://x.com/Bearonomist/status/2011732151411359748)  2026-01-15T09:28Z [---] followers, [---] engagements


"@MrMikeInvesting Don't sleep on $PL guys"  
[X Link](https://x.com/Bearonomist/status/2011737236895854821)  2026-01-15T09:48Z [---] followers, [---] engagements


"@midascabal Well been saying $PL since $5. Were still early"  
[X Link](https://x.com/Bearonomist/status/2012993928178405561)  2026-01-18T21:02Z [---] followers, [---] engagements


"@SpacBobby Whats your thoughts about $PL"  
[X Link](https://x.com/Bearonomist/status/2012994061888532724)  2026-01-18T21:02Z [---] followers, [----] engagements


"@Ryanair @elonmusk 😂😂"  
[X Link](https://x.com/Bearonomist/status/2013731608797368429)  2026-01-20T21:53Z [---] followers, [--] engagements


"@wliang What about $PL"  
[X Link](https://x.com/Bearonomist/status/2013735265945223354)  2026-01-20T22:07Z [---] followers, [---] engagements


"@StockChaser_ 50% correction on RKLB 👀"  
[X Link](https://x.com/Bearonomist/status/2014007974138675408)  2026-01-21T16:11Z [---] followers, [----] engagements


"This just proves that you don't know what you're talking about. Have you ever heard of $ASML Without ASML there's no Nvidia chips no Intel chips and no AMD chips. ASML has been absolutely critical to driving the worlds most advanced technological progress over the past decades. https://twitter.com/i/web/status/2014269129352438209 https://twitter.com/i/web/status/2014269129352438209"  
[X Link](https://x.com/Bearonomist/status/2014269129352438209)  2026-01-22T09:29Z [---] followers, [---] engagements


"@Early_Catalyst Never got the obsession with waiting for a crash to get in. Statistically buying now beats timing the dip"  
[X Link](https://x.com/Bearonomist/status/2014308547312472508)  2026-01-22T12:05Z [---] followers, [--] engagements


"@elonmusk Looks so clean aswell 👌"  
[X Link](https://x.com/Bearonomist/status/2014608573125337384)  2026-01-23T07:58Z [---] followers, [--] engagements


"Interesting week with plenty of mag7 earnings. Im keeping my eye on $ASML though 🤞🏼"  
[X Link](https://x.com/Bearonomist/status/2015754227633487944)  2026-01-26T11:50Z [---] followers, [--] engagements

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