# ![@Ksvane Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::215216500.png) @Ksvane Kurtasle

Kurtasle posts on X about $nvo, ai, in the, $sofi the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::215216500/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::215216500/c:line/m:interactions.svg)

- [--] Week [-------] +1,325%
- [--] Month [-------] +952%
- [--] Months [-------] +1,161%
- [--] Year [-------] +277%

### Mentions: [--] [#](/creator/twitter::215216500/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::215216500/c:line/m:posts_active.svg)

- [--] Months [--] +19%
- [--] Year [--] -8.10%

### Followers: [---] [#](/creator/twitter::215216500/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::215216500/c:line/m:followers.svg)

- [--] Week [---] +8%
- [--] Month [---] +7.70%
- [--] Months [---] +7%
- [--] Year [---] +20%

### CreatorRank: [-------] [#](/creator/twitter::215216500/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::215216500/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  48% [finance](/list/finance)  19% [technology brands](/list/technology-brands)  8% [automotive brands](/list/automotive-brands)  4% [countries](/list/countries)  4% [cryptocurrencies](/list/cryptocurrencies)  4% [exchanges](/list/exchanges)  2% [currencies](/list/currencies)  2% [travel destinations](/list/travel-destinations)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$nvo](/topic/$nvo) #271, [ai](/topic/ai) 10%, [in the](/topic/in-the) 8%, [$sofi](/topic/$sofi) #291, [$lly](/topic/$lly) 7%, [$hims](/topic/$hims) #481, [$tsla](/topic/$tsla) #847, [sector](/topic/sector) #43, [ceo](/topic/ceo) 3%, [novo](/topic/novo) 3%

**Top accounts mentioned or mentioned by**
[@researchpulse1](/creator/undefined) [@grok](/creator/undefined) [@tomik99](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@investseekers](/creator/undefined) [@gabgrowth](/creator/undefined) [@optionscjp](/creator/undefined) [@rentyourstocks](/creator/undefined) [@bastianellilore](/creator/undefined) [@mikepat711](/creator/undefined) [@benjamindekr](/creator/undefined) [@osint613](/creator/undefined) [@typesfast](/creator/undefined) [@paulcerro](/creator/undefined) [@manonthepen](/creator/undefined) [@edels0n](/creator/undefined) [@aktieuniverset](/creator/undefined) [@madsc007](/creator/undefined) [@mysemicab](/creator/undefined) [@aborators](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [RAI Finance (SOFI)](/topic/$sofi) [Eli Lilly and Company (LLY)](/topic/$lly) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/$tsla) [Sea Limited (SE)](/topic/$se) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [FedEx Corporation (FDX)](/topic/$fdx) [United Parcel Service, Inc. (UPS)](/topic/$ups) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Expeditors International of Wshngtn Inc (EXPD)](/topic/$expd) [DoorDash Inc. (DASH)](/topic/doordash) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@GabGrowth Did buy some $SE - I never really was able to pencil $grab out. I see $SE with a bigger moat"  
[X Link](https://x.com/Ksvane/status/2018338435258524123)  2026-02-02T14:59Z [---] followers, [---] engagements


"@optionscjp Do we believe in those test Lol"  
[X Link](https://x.com/Ksvane/status/2019960209196908547)  2026-02-07T02:23Z [---] followers, [---] engagements


"Eli Lilly spokesperson says no one should be mass-compounding or selling knockoff GLP-1 products regardless of how they're administered #MarketScreener https://www.marketscreener.com/news/eli-lilly-spokesperson-says-no-one-should-be-mass-compounding-or-selling-knockoff-glp-1-products-reg-ce7e5adedb8bf127utm_source=twitter&utm_medium=social&utm_campaign=share https://www.marketscreener.com/news/eli-lilly-spokesperson-says-no-one-should-be-mass-compounding-or-selling-knockoff-glp-1-products-reg-ce7e5adedb8bf127utm_source=twitter&utm_medium=social&utm_campaign=share"  
[X Link](https://x.com/Ksvane/status/2020268571511910602)  2026-02-07T22:48Z [---] followers, [---] engagements


"$LLY $NVO $HIMS Eli Lilly spokesperson says no one should be mass-compounding or selling knockoff GLP-1 products regardless of how they're administered #MarketScreener https://t.co/E6eQWWUIUk Eli Lilly spokesperson says no one should be mass-compounding or selling knockoff GLP-1 products regardless of how they're administered #MarketScreener https://t.co/E6eQWWUIUk"  
[X Link](https://x.com/Ksvane/status/2020268792723677501)  2026-02-07T22:49Z [---] followers, [---] engagements


"@RentYourStocks compounding used to be a buzz word - now it's a buzz kill. $HIMS $NVO $LLY"  
[X Link](https://x.com/Ksvane/status/2021010764782501899)  2026-02-09T23:58Z [---] followers, [---] engagements


"@BastianelliLore Easy 100x from here"  
[X Link](https://x.com/Ksvane/status/2021067789990305831)  2026-02-10T03:44Z [---] followers, [--] engagements


"Almost like waiting for Christmas $NVO Last week we got a lot more concrete sales numbers from Wegovy pill launch. We got total TRx including NovoCare and telehealths from the first [--] weeks. As can be seen below Telehealths also had a massive start of Wegovy pill with more than TRx [-----]. $NVO ceo also mentioned https://t.co/i3UcWg6fc4 Last week we got a lot more concrete sales numbers from Wegovy pill launch. We got total TRx including NovoCare and telehealths from the first [--] weeks. As can be seen below Telehealths also had a massive start of Wegovy pill with more than TRx [-----]. $NVO ceo"  
[X Link](https://x.com/Ksvane/status/2021241647363752081)  2026-02-10T15:15Z [---] followers, [---] engagements


"They need to spend it this year for the [--] off tax write offs. Curious what the reaction will be when the capex for [----] is lower than [----] https://www.cnbc.com/2026/02/10/tech-it-ubs-downgrade-ai-software.html https://www.cnbc.com/2026/02/10/tech-it-ubs-downgrade-ai-software.html"  
[X Link](https://x.com/Ksvane/status/2021244890181665141)  2026-02-10T15:28Z [---] followers, [--] engagements


"@mikepat711 If you are not 100% car enthusiast - and are able to seperate the car from the man. the obv choice is the $tsla MY"  
[X Link](https://x.com/Ksvane/status/2021316301696925918)  2026-02-10T20:12Z [---] followers, [---] engagements


"Ill bet $690 B in #capex from $Googl $meta $AMZN and $msft its not impossible https://www.cnbc.com/2026/02/10/taiwan-chips-us-supply-chain-lutnick-trade-deal.html https://www.cnbc.com/2026/02/10/taiwan-chips-us-supply-chain-lutnick-trade-deal.html"  
[X Link](https://x.com/Ksvane/status/2021243834060112047)  2026-02-10T15:24Z [---] followers, [--] engagements


"Claude The data is in: H-1B is about lower wages. Period. We all knew this already but it's nice to have the data. This is NBER data. All you lowlifes claiming that "Americans aren't as skilled" can suck my left testicle. The data is in: H-1B is about lower wages. Period. We all knew this already but it's nice to have the data. This is NBER data. All you lowlifes claiming that "Americans aren't as skilled" can suck my left testicle"  
[X Link](https://x.com/Ksvane/status/2021348868500357417)  2026-02-10T22:21Z [---] followers, [--] engagements


"Finally someone saying it $nvo $VKTX CEO on $NVO 💊 "Fastest drug launch in history. Bodes well for anyone developing a peptide. It puts to bed that nonsense about how bad 30mins is to consume anything. It's just kind of a joke that that's a big deal." Most colorful language I've ever heard Brian Lian use😅 $VKTX CEO on $NVO 💊 "Fastest drug launch in history. Bodes well for anyone developing a peptide. It puts to bed that nonsense about how bad 30mins is to consume anything. It's just kind of a joke that that's a big deal." Most colorful language I've ever heard Brian Lian use😅"  
[X Link](https://x.com/Ksvane/status/2021724654873014563)  2026-02-11T23:14Z [---] followers, [---] engagements


"When it rains $hims $nvo 😏😏😏 https://t.co/2LRqkXDFdu 😏😏😏 https://t.co/2LRqkXDFdu"  
[X Link](https://x.com/Ksvane/status/2021747646206259708)  2026-02-12T00:46Z [---] followers, [---] engagements


"@BenjaminDEKR the new Model X. $TSLA"  
[X Link](https://x.com/Ksvane/status/2021791704723149004)  2026-02-12T03:41Z [---] followers, [--] engagements


"Me: Can barely turn on a toaster Also me: Building actual apps with Claude This is your sign that you don't need to be technical to build something amazing. Just start. 🚀 #ClaudeAI #AI #BuildInPublic #NoCode #TechForEveryone"  
[X Link](https://x.com/Ksvane/status/2021795722874765314)  2026-02-12T03:57Z [---] followers, [--] engagements


"The best defense is offense $NVO $NVO plans to start selling Wegovy in vials according to Bloomberg as it looks to win back share from $LLY. Novo currently sells Wegovy in injector pens. Lilly launched lower-priced vials nearly two years ago to ease shortages and attract price-sensitive patients. Pricing for $NVO plans to start selling Wegovy in vials according to Bloomberg as it looks to win back share from $LLY. Novo currently sells Wegovy in injector pens. Lilly launched lower-priced vials nearly two years ago to ease shortages and attract price-sensitive patients. Pricing for"  
[X Link](https://x.com/Ksvane/status/2021808707290710190)  2026-02-12T04:48Z [---] followers, [---] engagements


"@Osint613 The irony. man uses FSD in his Cybertruck so he can play a video game driving a Cybertruck $tsla"  
[X Link](https://x.com/Ksvane/status/2021813698998972755)  2026-02-12T05:08Z [---] followers, [---] engagements


"Who's buying Werner. FedEx. Schneider. Uber Freight. These aren't startups experimenting. These are the biggest names in trucking putting real freight on driverless trucks. And Detmar Logistics is running [--] autonomous trucks hauling frac sand in the Permian Basin 20+ hours a day"  
[X Link](https://x.com/Ksvane/status/2022312594170929386)  2026-02-13T14:11Z [---] followers, [---] engagements


"Wrote a thread on what's actually happening in autonomous trucking and why yesterday's SemiCab panic was noise vs what Aurora is doing on the highway right now. @typesfast Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting driverless trucks on the highway. Aurora Innovation just hit a milestone they're calling "superhuman." Here's what every freight Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting"  
[X Link](https://x.com/Ksvane/status/2022313293394891063)  2026-02-13T14:13Z [---] followers, [----] engagements


"I hear it's all the test drinkers - now being replaced by AI. Turns out - they were just drinking as much as possible. https://www.cnbc.com/2026/02/11/heineken-slash-6000-jobs-ai-productivity-savings-.html https://www.cnbc.com/2026/02/11/heineken-slash-6000-jobs-ai-productivity-savings-.html"  
[X Link](https://x.com/Ksvane/status/2021572492138008760)  2026-02-11T13:10Z [---] followers, [--] engagements


"honestly Todays jobs data is more about the past than the present. If those [----] benchmark revisions hit the -1M mark it confirms the "resilient labor market" was a myth. Watch for 4.5% unemployment to be the trigger for a Fed pivot in March. OR am I wrong #Trading #Macro"  
[X Link](https://x.com/Ksvane/status/2021575816715370530)  2026-02-11T13:23Z [---] followers, [--] engagements


"@paulcerro what's the likelihood of a settlement if the $bulls says the it's more than a GLP-1 company why risk bankruptcy why not settle and move on $NVO"  
[X Link](https://x.com/Ksvane/status/2021579489138925586)  2026-02-11T13:38Z [---] followers, [---] engagements


"@ManOnThePen all about habit. $NVO"  
[X Link](https://x.com/Ksvane/status/2021796111376335226)  2026-02-12T03:58Z [---] followers, [---] engagements


"98% of logistics companies say they "use AI." Having tried to get some of these companies to respond to an email I have questions. #Logistics #AI #FreightForwarding"  
[X Link](https://x.com/Ksvane/status/2022154334843380011)  2026-02-13T03:42Z [---] followers, [--] engagements


"While everyone is panic-selling logistics stocks over an AI headline. Maersk is quietly sending ships back through the Suez Canal for the first time since the Houthi crisis. That adds 6-8% more container capacity to an already soft market. This is the story that actually matters for freight rates. #OceanFreight #SupplyChain #Shipping https://twitter.com/i/web/status/2022154454657794324 https://twitter.com/i/web/status/2022154454657794324"  
[X Link](https://x.com/Ksvane/status/2022154454657794324)  2026-02-13T03:42Z [---] followers, [--] engagements


"@tomik99 So basically any Tom Dick and Harry FFW can vibe code the last 20% - and keep it relevant in perpetuity"  
[X Link](https://x.com/Ksvane/status/2022249456029372867)  2026-02-13T10:00Z [---] followers, [--] engagements


"This video features a conversation between host Jonathan Stern and patent attorney Gaston Kroub regarding the lawsuit filed by Novo Nordisk against Hims & Hers for patent infringement related to semaglutide. Summary of the Lawsuit Breakdown The Patent at Issue: Novo Nordisk is suing based on US Patent No. [-------] (the "343 patent") which Kroub describes as the "crown jewel" semaglutide patent 01:48. This is the first time Novo has used this patent against a compounder rather than a generic manufacturer. A "Pharma Royalty Play": Kroub explains that this is primarily a case about money. Novo is"  
[X Link](https://x.com/Ksvane/status/2021354912106545393)  2026-02-10T22:45Z [---] followers, [---] engagements


"yes key is to strike the balance of backend optimization and prod gains - and have the external experience of personal customer service / being close to your customers. Still a tendency that people will trust you with their kids before trusting you with their freight i.e. Relationships will still matter https://twitter.com/i/web/status/2022033838525100387 https://twitter.com/i/web/status/2022033838525100387"  
[X Link](https://x.com/Ksvane/status/2022033838525100387)  2026-02-12T19:43Z [---] followers, [---] engagements


"They should use $SoFi stablecoin #sofiusd Just in [----] alone $38 BILLION in remittances flowed to India from the approximately [--] million Indians living in the US. This has to stop I wonder if they'd stay here if those remittances were either taxed or stopped. Just in [----] alone $38 BILLION in remittances flowed to India from the approximately [--] million Indians living in the US. This has to stop I wonder if they'd stay here if those remittances were either taxed or stopped"  
[X Link](https://x.com/Ksvane/status/2022044606112952436)  2026-02-12T20:26Z [---] followers, [--] engagements


"@tomik99 And I'm betting it's highly customizable throughout it's life time A lot of the off the shelve software today you are stuck with the default version - or have to paid high programming cost for customization. How have you guys built that in here"  
[X Link](https://x.com/Ksvane/status/2022178745646453189)  2026-02-13T05:19Z [---] followers, [--] engagements


"@edels0n Truflation saying something else"  
[X Link](https://x.com/Ksvane/status/2022326634272223370)  2026-02-13T15:06Z [---] followers, [---] engagements


"Wrote a thread on what's actually happening in autonomous trucking and why yesterday's SemiCab panic was noise vs what Aurora is doing on the highway right now. @aktieuniverset @MadsC007 Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting driverless trucks on the highway. Aurora Innovation just hit a milestone they're calling "superhuman." Here's what every freight Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY"  
[X Link](https://x.com/Ksvane/status/2022313207508197840)  2026-02-13T14:13Z [---] followers, [---] engagements


"Makes so much sense when you think about it. Also - how many times do you see a DHL UPS and FedEx truck at the same time in the same neighborhood. Ohh and yeah and $AMZN too. $FDX $UPS $DHL FedEx plans to close roughly 30% of its facility footprint by the end of [----] as it continues to advance its Network [---] overhaul plan. https://t.co/xoKmLIjwZi https://t.co/OafvYhmiTo FedEx plans to close roughly 30% of its facility footprint by the end of [----] as it continues to advance its Network [---] overhaul plan. https://t.co/xoKmLIjwZi https://t.co/OafvYhmiTo"  
[X Link](https://x.com/Ksvane/status/2022417964763615432)  2026-02-13T21:09Z [---] followers, [---] engagements


"https://www.cnbc.com/2026/02/12/trump-tariffs-us-customs-record-bond-funding-issues-flagged.html https://www.cnbc.com/2026/02/12/trump-tariffs-us-customs-record-bond-funding-issues-flagged.html"  
[X Link](https://x.com/anyuser/status/2022432220481491124)  2026-02-13T22:06Z [---] followers, [--] engagements


"@ResearchPulse1 that's a hockeystick $NVO"  
[X Link](https://x.com/Ksvane/status/2021629691703259408)  2026-02-11T16:57Z [---] followers, [---] engagements


"A former karaoke company just wiped billions off logistics stocks. $CHRW down 15%. $XPO down 6%. DSV down 11% in Europe. Landstar -16%. RXO -20%. I'm a freight forwarder. I actually move cargo for a living. Here's what Wall Street is getting wrong about AI in logistics: 🧵👇"  
[X Link](https://x.com/Ksvane/status/2022127795837776363)  2026-02-13T01:56Z [---] followers, [----] engagements


"Algorhythm Holdings ($RIME) which sold its Singing Machine karaoke business last year announced its SemiCab AI platform can handle 400% more freight per operator. Stock went up 30%. The entire logistics sector went into freefall. The company had less than $2M in quarterly revenue"  
[X Link](https://x.com/Ksvane/status/2022127797054161029)  2026-02-13T01:56Z [---] followers, [--] engagements


"Let me translate "400% more freight volume per operator" into real-world freight forwarding: In theory: one person managing [----] loads/year instead of [---]. In practice: that only works if every load is simple standardized and has zero problems. Anyone who's moved cargo knows that's not how freight works. https://twitter.com/i/web/status/2022127798283022511 https://twitter.com/i/web/status/2022127798283022511"  
[X Link](https://x.com/Ksvane/status/2022127798283022511)  2026-02-13T01:56Z [---] followers, [--] engagements


"The actual disruption isn't some penny stock. It's this: AI will make good freight forwarders great and it will make bad freight forwarders obsolete. The tools are already accessible. Platforms like @mysemicab Ovlo Lumari and Third Axiom are putting enterprise-level AI into the hands of small operators. The forwarders who adopt in [----] will dominate by 2030"  
[X Link](https://x.com/Ksvane/status/2022127802963906641)  2026-02-13T01:56Z [---] followers, [--] engagements


"@Aborators at Barclays calls today's selloff "disproportionate to the risk" and says buy the dip. Baird reiterated outperform on $CHRW and $EXPD. The smart money knows: you don't short an entire industry because a company with $2M revenue published a press release. This isn't a @DeepSeek moment for freight. Not yet. https://twitter.com/i/web/status/2022127804352278952 https://twitter.com/i/web/status/2022127804352278952"  
[X Link](https://x.com/Ksvane/status/2022127804352278952)  2026-02-13T01:56Z [---] followers, [--] engagements


"@jackprandelli makes sense why $tsla wants to integrate/control the entire supply chain"  
[X Link](https://x.com/Ksvane/status/2022307138539012377)  2026-02-13T13:49Z [---] followers, [---] engagements


"Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting driverless trucks on the highway. Aurora Innovation just hit a milestone they're calling "superhuman." Here's what every freight professional needs to know: https://twitter.com/i/web/status/2022312588714062141 https://twitter.com/i/web/status/2022312588714062141"  
[X Link](https://x.com/Ksvane/status/2022312588714062141)  2026-02-13T14:11Z [---] followers, [----] engagements


"Aurora's driverless trucks just ran [----] miles Dallas to Phoenix in [--] hours. A human driver doing that legally [--] days minimum. HOS rules cap you at [--] hours driving in a 14-hour window then mandatory 10-hour rest. Aurora did it in one shot. No stops. No fatigue. No violations. https://twitter.com/i/web/status/2022312590198882427 https://twitter.com/i/web/status/2022312590198882427"  
[X Link](https://x.com/Ksvane/status/2022312590198882427)  2026-02-13T14:11Z [---] followers, [---] engagements


"It gets more interesting in H2. Aurora is rolling out next-gen hardware mid-2026: 50% cost reduction per truck Lidar range doubled to [----] meters Built to last [--] million+ miles All-weather capable And in Q2 they're deploying trucks with NO human observer in the cab at all. Continental's spin-off AUMOVIO starts producing third-gen hardware in [----]. https://twitter.com/i/web/status/2022312596184219896 https://twitter.com/i/web/status/2022312596184219896"  
[X Link](https://x.com/Ksvane/status/2022312596184219896)  2026-02-13T14:11Z [---] followers, [---] engagements


"Now compare this to what spooked the market yesterday. SemiCab (via Algorhythm Holdings): A software platform from a former karaoke company claiming 400% productivity gains. Revenue: $1M/quarter. Aurora: [------] real driverless miles. FedEx and Werner as customers. $80M revenue run-rate target by year-end. One is a press release. The other is on the highway. https://twitter.com/i/web/status/2022312598113243646 https://twitter.com/i/web/status/2022312598113243646"  
[X Link](https://x.com/Ksvane/status/2022312598113243646)  2026-02-13T14:11Z [---] followers, [---] engagements


"As a freight forwarder here's what I'm watching: Autonomous trucks won't replace us. They'll change WHICH lanes get disrupted first. Sun Belt corridors Dallas-Houston Dallas-Phoenix I-10/I-20 are the testing ground. If you're quoting those lanes you need to understand that your rate competition isn't just other carriers anymore. It's a truck that runs [--] hours a day and never calls in sick"  
[X Link](https://x.com/Ksvane/status/2022312600487534804)  2026-02-13T14:11Z [---] followers, [--] engagements


"The SemiCab story was noise. Aurora is signal. AI isn't going to kill freight forwarding. But it IS going to reshape trucking starting with the lanes where autonomous makes economic sense. The forwarders who understand this shift will win. The ones who ignore it will wonder why their carriers keep getting cheaper on Sun Belt lanes. Sources below. https://twitter.com/i/web/status/2022312603872321815 https://twitter.com/i/web/status/2022312603872321815"  
[X Link](https://x.com/Ksvane/status/2022312603872321815)  2026-02-13T14:11Z [---] followers, [--] engagements


"Sources for this thread: @TechCrunch Aurora's "superhuman" milestone @Aurora_Driver [--] routes Sun Belt expansion @axios "Era of superhuman logistics" @cdaborjelife HOS comparison My article on the SemiCab crash: Follow @Ksvane for the freight forwarder's perspective. https://x.com/Ksvane/status/2022161291645984973 https://cdllife.com/2026/aurora-says-1000-mile-driverless-lane-extends-well-beyond-current-hours-of-service-limitations-for-human-truckers/ https://www.axios.com/2026/02/11/aurora-automated-long-distance-trucks"  
[X Link](https://x.com/Ksvane/status/2022312605705179157)  2026-02-13T14:11Z [---] followers, [--] engagements


"@SriGaussian @AndrewIrelandIN @grok can you check unemployment among their grads"  
[X Link](https://x.com/Ksvane/status/2022338491397595333)  2026-02-13T15:54Z [---] followers, [--] engagements


"very informative for people not in the industry Ever wondered how those massive container ships keep everything secure while battling the rough seas https://t.co/4CsneT30KR Ever wondered how those massive container ships keep everything secure while battling the rough seas https://t.co/4CsneT30KR"  
[X Link](https://x.com/Ksvane/status/2022380698989138311)  2026-02-13T18:41Z [---] followers, [--] engagements


"@DavidSacks Why we need someone at the FED looking at alternative data - instead of these backwards looking points and then be behind the curve"  
[X Link](https://x.com/Ksvane/status/2022380957991584064)  2026-02-13T18:42Z [---] followers, [---] engagements


"Waymo raised $16 billion to build cars that drive themselves but can't close their own doors so now they're paying DoorDash drivers to do it. The "Dash" in DoorDash has never been more literal"  
[X Link](https://x.com/Ksvane/status/2022384093309341791)  2026-02-13T18:55Z [---] followers, [--] engagements


"https://techcrunch.com/2026/02/12/waymo-is-asking-doordash-drivers-to-shut-the-doors-of-its-self-driving-cars/ https://techcrunch.com/2026/02/12/waymo-is-asking-doordash-drivers-to-shut-the-doors-of-its-self-driving-cars/"  
[X Link](https://x.com/Ksvane/status/2022384094374695398)  2026-02-13T18:55Z [---] followers, [--] engagements


"Should clarify - the [----] v [---] loads are numbers quoted by $rime in this article below Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting driverless trucks on the highway. Aurora Innovation just hit a milestone they're calling "superhuman." Here's what every freight Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting driverless trucks on the highway. Aurora Innovation just hit a milestone they're calling"  
[X Link](https://x.com/Ksvane/status/2022387473733865701)  2026-02-13T19:08Z [---] followers, [---] engagements


"https://www.globenewswire.com/news-release/2026/02/12/3237290/0/en/SemiCab-s-AI-Platform-Shown-to-Handle-400-More-Freight-Volume-Without-Additional-Staff.html https://www.globenewswire.com/news-release/2026/02/12/3237290/0/en/SemiCab-s-AI-Platform-Shown-to-Handle-400-More-Freight-Volume-Without-Additional-Staff.html"  
[X Link](https://x.com/Ksvane/status/2022387474862084323)  2026-02-13T19:08Z [---] followers, [--] engagements


"@ThisWeeknAI @dwarkesh_sp trillions I get it - they got an awesome model growing rapidly - but it's a crowded market and they take turn leapfrogging. #AI"  
[X Link](https://x.com/Ksvane/status/2022390373604343960)  2026-02-13T19:20Z [---] followers, [---] engagements


"Well. I can invest in all of this through $sofi . I cant wait for that SpaceX IPO $$$$ Robinhood CEO @vladtenev says AI lacks public support because everyday investors are shut out of the upside and cant invest in any of the significant AI companies: Aside from Google OpenAI Anthropic all the startups theyre basically out of reach for normal people. https://t.co/vTfe3OxlzI Robinhood CEO @vladtenev says AI lacks public support because everyday investors are shut out of the upside and cant invest in any of the significant AI companies: Aside from Google OpenAI Anthropic all the startups theyre"  
[X Link](https://x.com/Ksvane/status/2022417080746938850)  2026-02-13T21:06Z [---] followers, [---] engagements


"Not sure what the big surprise is - we knew other silicon would eventually start to compete. Nvidia's stock is down and AMD is up. The culprit may be Arista. https://cnb.cx/3MvaicP https://cnb.cx/3MvaicP"  
[X Link](https://x.com/anyuser/status/2022427027350155599)  2026-02-13T21:45Z [---] followers, [--] engagements


"Trump's tariffs trigger $3.6 BILLION customs bond shortfalldouble [----] levels. [-----] importers can't access their freight because bonds are insufficient. Duty rates aren't the only headache for US importersbond requirements surged up to 550% for some companies. Goods stuck at ports. Link Below #Tariffs #TrumpTariffs #ImportCrisis #SupplyChain #Trade #CustomsBonds #Logistics #USBusiness #FreightDelay"  
[X Link](https://x.com/Ksvane/status/2022432219219030136)  2026-02-13T22:06Z [---] followers, [--] engagements


"no one's talking about the yield on the 10y"  
[X Link](https://x.com/Ksvane/status/2022455516564504727)  2026-02-13T23:39Z [---] followers, [--] engagements


"But let's keep it real. Aurora lost $816M in [----]. The stock is at $4 down from a 52-week high of $10.77. They're burning $190-220M per quarter. Breakeven gross margin isn't expected until late [----]. Positive free cash flow [----]. This is early. Kodiak and PlusAI are coming hard. The race is far from over. https://twitter.com/i/web/status/2022312602135892245 https://twitter.com/i/web/status/2022312602135892245"  
[X Link](https://x.com/Ksvane/status/2022312602135892245)  2026-02-13T14:11Z [---] followers, [--] engagements


"@nuro Whoop whoop Cant wait to try them out this summer"  
[X Link](https://x.com/Ksvane/status/2022464618346746308)  2026-02-14T00:15Z [---] followers, [--] engagements


"@ResearchPulse1 would be weird to put it out there if not"  
[X Link](https://x.com/Ksvane/status/2011145821518266664)  2026-01-13T18:38Z [---] followers, [---] engagements


"@insiderinvests Hey @grok if the bill is pulled. Will this benefit $sofi"  
[X Link](https://x.com/Ksvane/status/2012598435271368958)  2026-01-17T18:50Z [---] followers, [---] engagements


"sounds like it might actually pay for itself $NVO #wegovy https://www.sciencedaily.com/releases/2026/01/260112001029.htm https://www.sciencedaily.com/releases/2026/01/260112001029.htm"  
[X Link](https://x.com/Ksvane/status/2015203688969814434)  2026-01-24T23:22Z [---] followers, [---] engagements


"$hims $lly $nvo sounds like it might actually pay for itself $NVO #wegovy https://t.co/bd5xbJnAT6 sounds like it might actually pay for itself $NVO #wegovy https://t.co/bd5xbJnAT6"  
[X Link](https://x.com/Ksvane/status/2015211023121400006)  2026-01-24T23:52Z [---] followers, [---] engagements


"@hataf_capital are we sure that the one off cost related to the layoffs were recorded in Q3 not so sure - but haven't had the time to properly dig throgh $NVO"  
[X Link](https://x.com/Ksvane/status/2016156510905368931)  2026-01-27T14:29Z [---] followers, [---] engagements


"Very interesting article in the #WSJ China is caught in a "Deflation Doom Loop" that threatens long-term stability. Despite a $1.2T trade surplus in [----] the internal economy is struggling with "involution"a race-to-the-bottom price war fueled by massive overproduction and weak domestic demand. 📉 Key takeaways: The Spiral: Overcapacity forces companies to slash prices which eats profits and leads to stagnant wages/layoffs. This leaves consumers with less money further lowering demand. Lopsided Growth: Xi Jinpings focus on industrial self-reliance and tech (EVs robotics) comes at the expense"  
[X Link](https://x.com/Ksvane/status/2016359960775688543)  2026-01-28T03:57Z [---] followers, [--] engagements


"@grok @0xRichNormie @unusual_whales Hey @grok when can/will they vote again"  
[X Link](https://x.com/Ksvane/status/2016945789407515044)  2026-01-29T18:45Z [---] followers, [---] engagements


"@TheLongInvest Payout ratio of that Dividend seems a bit too rich"  
[X Link](https://x.com/Ksvane/status/2017221455889756221)  2026-01-30T13:00Z [---] followers, [----] engagements


"@DiscountedTr tell me you're a bitter bagholder without telling me you're a bitter bagholder"  
[X Link](https://x.com/Ksvane/status/2017410958109642840)  2026-01-31T01:33Z [---] followers, [----] engagements


"@RezaC1 out of how many states"  
[X Link](https://x.com/Ksvane/status/2017427007630647505)  2026-01-31T02:37Z [---] followers, [----] engagements


"This doesn't feel like a random dip. Stay safe out there and keep your eyes open. 📉💸 $xau $xag $BTC"  
[X Link](https://x.com/Ksvane/status/2017725242177950094)  2026-01-31T22:22Z [---] followers, [--] engagements


"multi year CAGR of 30% + $sofi the amazon of finance. $SOFI just posted its largest quarterly member growth ever by adding 1M new members in Q4. The company is positioning itself as the full digital on-ramp where retail banking investing and digital assets converge. https://t.co/W1lxKr3oLt $SOFI just posted its largest quarterly member growth ever by adding 1M new members in Q4. The company is positioning itself as the full digital on-ramp where retail banking investing and digital assets converge. https://t.co/W1lxKr3oLt"  
[X Link](https://x.com/Ksvane/status/2017743464805634378)  2026-01-31T23:35Z [---] followers, [---] engagements


"@StockSavvyShay I get the drop now - people think that $sofi has become a SaaS company"  
[X Link](https://x.com/Ksvane/status/2017743830062403888)  2026-01-31T23:36Z [---] followers, [--] engagements


"The Southeast Asia e-commerce landscape is evolving rapidly With the $GRAB and $TOGO merger Tokopedia is likely to face short-term challenges as competition intensifies. This could mean a more bullish outlook for $SE as they seize new opportunities and market shares. Exciting times ahead for the region's digital economy #Ecommerce #SEAsia #MarketTrends https://twitter.com/i/web/status/1886813552553677141 https://twitter.com/i/web/status/1886813552553677141"  
[X Link](https://x.com/Ksvane/status/1886813552553677141)  2025-02-04T16:26Z [---] followers, [---] engagements


"HUGE NEWS in #LogisticsTech Australian software giant WiseTech Global (ASX: $WTC) announces its BIGGEST-EVER acquisition agreeing to buy US-based E2open (NYSE: $ETWO) in a landmark deal valuing E2open at a massive $2.1 BILLION. This marks a major first move for founder Richard White since becoming exec chairman. #WiseTech #E2open #Acquisition #SupplyChain #Shipping #TechDeal #ASX #NYSE #GlobalTrade #Logistics https://twitter.com/i/web/status/1926788008302281173 https://twitter.com/i/web/status/1926788008302281173"  
[X Link](https://x.com/Ksvane/status/1926788008302281173)  2025-05-25T23:50Z [---] followers, [---] engagements


"Who can pivot Fast Food / QSR Kings 🍔☕ McDonalds $MCD $313 Starbucks $SBUX $85 Yum Brands (KFC/Taco Bell/Pizza Hut) $YUM $153 Dominos Pizza $DPZ (recent range $430450) Restaurant Brands (Burger King/Popeyes) $QSR $70 Wendys $WEN $8.50 Chipotle $CMG $37 (note: post-split adjusted) Jack in the Box $JACK (recently in mid-range check live) Arcos Dorados (Latin McDonalds) $ARCO (mid-teens range) Snack Food Titans 🥨🍫 PepsiCo (Lays/Doritos/Cheetos) $PEP (recent mid/high $160s) Mondelez (Oreo/Cadbury) $MDLZ (mid/high $60s70s) General Mills (Nature Valley/Chex Mix) $GIS ($6070 range) Conagra"  
[X Link](https://x.com/Ksvane/status/2004921698592702618)  2025-12-27T14:25Z [---] followers, [----] engagements


"Thanks for the update. A few questions The insurance delay before they get coverage on Wegovy Pill. Is that due to the new year and a lot of change of coverage plans or is this normal with any new drug launch I.e. would we see the same insurance coverage delay when $LLY launches their pill And secondly why do you see Munjaro expand lead over Ozempic $NVO https://twitter.com/i/web/status/2015432121570226593 https://twitter.com/i/web/status/2015432121570226593"  
[X Link](https://x.com/Ksvane/status/2015432121570226593)  2026-01-25T14:30Z [---] followers, [---] engagements


"Breakdown of Restructuring Costs The DKK [--] billion in costs incurred during Q3 [----] was distributed across several areas of the business to simplify the organization and reallocate resources toward growth in diabetes and obesity: Severance and Termination: Around DKK [---] billion was allocated for severance packages across various cost lines. Asset Impairments: Approximately DKK [---] billion related to impairments of tangible and intangible assets primarily within Research & Development (R&D) and Product Supply. Contract Terminations: Roughly DKK [---] million was tied to committed expenses for"  
[X Link](https://x.com/Ksvane/status/2016158905546518982)  2026-01-27T14:38Z [---] followers, [---] engagements


"@GoodRx with a nice little guide for people on the pill $NVO"  
[X Link](https://x.com/Ksvane/status/2017405433590550920)  2026-01-31T01:11Z [---] followers, [---] engagements


"$NVO wants to fire on all cylinders globally - not just the US market. Clear shift from management - they want to be agressive Yesterday it was announced that $NVO s long-time China head Christine Zhou will step down at the end of March. She will be succeeded by Yan Cai. So who is Yan Cai She is a 20+ year Novo Nordisk veteran physician by training PhD from the University of Copenhagen and Yesterday it was announced that $NVO s long-time China head Christine Zhou will step down at the end of March. She will be succeeded by Yan Cai. So who is Yan Cai She is a 20+ year Novo Nordisk veteran"  
[X Link](https://x.com/Ksvane/status/2017600287553532181)  2026-01-31T14:06Z [---] followers, [---] engagements


"Probably nothing $nvo 🟦 $NVO First (M) BLUE candle in years aligning with a key volume concentration level. Something is brewing. https://t.co/sTJ7fdTZVh 🟦 $NVO First (M) BLUE candle in years aligning with a key volume concentration level. Something is brewing. https://t.co/sTJ7fdTZVh"  
[X Link](https://x.com/Ksvane/status/2017609165397758005)  2026-01-31T14:41Z [---] followers, [---] engagements


"article from the #WSJ on Fiber (link to follow) makes we wonder why why not just #starlink it @elonmusk Labor Crunch: A critical shortage of drillers linemen and splicers is slowing down the national rollout of high-speed internet despite record demand. Rising Wages: To attract workers companies are offering soaring pay with experienced drillers earning up to double the median hourly wage in some states. Explosive Demand: The boom is being fueled by a record-high number of home fiber installations billions in federal grants and the massive infrastructure needs of new data centers. Rapid"  
[X Link](https://x.com/Ksvane/status/2017777078058541134)  2026-02-01T01:48Z [---] followers, [--] engagements


"$nvo and #sustainability $NVO's biggest manufacturing site in Kalundborg creates API for 70% revenue. It has a biogas power plant next to it. I made some calculations about how much operational costs this saves them. NVO pipes in waste steam from rsted power plant nextdoor to power their gas boilers. https://t.co/riJNAlwerK $NVO's biggest manufacturing site in Kalundborg creates API for 70% revenue. It has a biogas power plant next to it. I made some calculations about how much operational costs this saves them. NVO pipes in waste steam from rsted power plant nextdoor to power their gas"  
[X Link](https://x.com/Ksvane/status/2017793372862484550)  2026-02-01T02:53Z [---] followers, [---] engagements


"To $SCHD because: Cash Flow to Total Debt: Ensures the company isn't over-leveraged. Return on Equity (ROE): Measures how effectively management is generating profit. Dividend Yield: The starting yield must be competitive. 5-Year Dividend Growth Rate: Prioritizes companies with a history of increasing their payouts. https://twitter.com/i/web/status/2017802434513670526 https://twitter.com/i/web/status/2017802434513670526"  
[X Link](https://x.com/Ksvane/status/2017802434513670526)  2026-02-01T03:29Z [---] followers, [---] engagements


"@profitsplusid Smells like the beginning of [----] @andrewrsorkin - margin requirements are hiking forcing people to liquidate rates tank further more collateral required. no"  
[X Link](https://x.com/Ksvane/status/2017991848149872752)  2026-02-01T16:02Z [---] followers, [---] engagements


"Key feature of #SofiUSD I think is overlooked. it earns interest inside the app Key Features of $SoFiUSD Fully Reserved: It is backed 1:1 by cash held directly at SoFi Bank and the Federal Reserve. Unlike some other stablecoins that use corporate debt or Treasuries this is strictly cash-backed.+1 The "Hybrid" Catch: Its behavior changes based on where you hold it: Inside the SoFi App: It functions like a tokenized deposit. This means it is FDIC-insured (up to standard limits) and can even earn interest similar to a high-yield savings account.+1 Outside the SoFi App (On-Chain): If you move it"  
[X Link](https://x.com/Ksvane/status/2018138536780964074)  2026-02-02T01:44Z [---] followers, [--] engagements


"@ResearchPulse1 @apotecarii @investseekers I would not be one bit surprised. $NVO $HIMS"  
[X Link](https://x.com/Ksvane/status/2018141046350418159)  2026-02-02T01:54Z [---] followers, [---] engagements


"@StockSavvyShay @fiscal_ai All names are $sofi too"  
[X Link](https://x.com/Ksvane/status/2018337998996431248)  2026-02-02T14:57Z [---] followers, [---] engagements


"$nvo #PRESS CagriSema demonstrated superior HbA1c reduction of 1.91%-points and weight loss of 14.2% in adults with type [--] diabetes in the REIMAGINE [--] trial. Learn more here: https://t.co/keus3V3ovc https://t.co/SFXVsYlje9 #PRESS CagriSema demonstrated superior HbA1c reduction of 1.91%-points and weight loss of 14.2% in adults with type [--] diabetes in the REIMAGINE [--] trial. Learn more here: https://t.co/keus3V3ovc https://t.co/SFXVsYlje9"  
[X Link](https://x.com/Ksvane/status/2018355424165257331)  2026-02-02T16:06Z [---] followers, [---] engagements


"Feels like all alternative stocks have been heavily speculated- now the tide is going out BREAKING: Natural gas prices extend losses to -21% on the day now set for the largest daily drop since January [----]. https://t.co/7gTteFhD0x BREAKING: Natural gas prices extend losses to -21% on the day now set for the largest daily drop since January [----]. https://t.co/7gTteFhD0x"  
[X Link](https://x.com/Ksvane/status/2018357358465056820)  2026-02-02T16:14Z [---] followers, [--] engagements


"@investseekers and @ResearchPulse1 Thoughts $nvo CagriSema continues to disappoint. $NVO is stuck and they know by now they cant make it without GIP $LLY must be laughing CagriSema continues to disappoint. $NVO is stuck and they know by now they cant make it without GIP $LLY must be laughing"  
[X Link](https://x.com/Ksvane/status/2018369179699859652)  2026-02-02T17:01Z [---] followers, [---] engagements


"Video Summary The discussion focuses on the evolution of stablecoins from a "moonshot" venture to a legitimate high-demand payment rail 01:30. Key themes include: Utility of Stablecoins: They are highlighted as being remarkably cheap fast (settling in [---] milliseconds) and global 02:10. Coexistence with Traditional Finance: Gainley emphasizes that stablecoins are meant to coexist with traditional rails like cards and "pay by bank" serving a growing population that earns and spends in digital dollars 05:32. Technical Infrastructure: The conversation explains Layer [--] (settlement) and Layer 2"  
[X Link](https://x.com/Ksvane/status/2018416919184015820)  2026-02-02T20:11Z [---] followers, [--] engagements


"Soon its not if. The question will be pen or pill $NVO $LLY Being interviewed by @TIME on a question so many people are quietly navigating felt especially meaningful. https://t.co/ITcv1rYQaI #glp1 Being interviewed by @TIME on a question so many people are quietly navigating felt especially meaningful. https://t.co/ITcv1rYQaI #glp1"  
[X Link](https://x.com/Ksvane/status/2018429012775948695)  2026-02-02T20:59Z [---] followers, [---] engagements


"@xai thanks $ARKVX and $SOFI"  
[X Link](https://x.com/Ksvane/status/2018450241075470551)  2026-02-02T22:23Z [---] followers, [---] engagements


"The biggest missed news As of 1/21 the entire collection of #007 is available on Netflix. and even the remake of Thunderbolt"  
[X Link](https://x.com/Ksvane/status/2018525969066369029)  2026-02-03T03:24Z [---] followers, [--] engagements


"Sean Connery did the remake of Thunderbolt - [--] years after Dr. No"  
[X Link](https://x.com/Ksvane/status/2018526869856108733)  2026-02-03T03:28Z [---] followers, [--] engagements


"$Sofi Targets"  
[X Link](https://x.com/Ksvane/status/2018582570871726243)  2026-02-03T07:09Z [---] followers, [---] engagements

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