#  @MDinvests_ MDinvests MDinvests posts on X about ai, play, red, $te the most. They currently have [--] followers and [--] posts still getting attention that total [---------] engagements in the last [--] hours. ### Engagements: [---------] [#](/creator/twitter::2017890196495179777/interactions)  - [--] Week [-----] +92% ### Mentions: [--] [#](/creator/twitter::2017890196495179777/posts_active)  - [--] Week [--] +211% ### Followers: [--] [#](/creator/twitter::2017890196495179777/followers)  - [--] Week [--] +21% ### CreatorRank: [---------] [#](/creator/twitter::2017890196495179777/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [celebrities](/list/celebrities) [countries](/list/countries) **Social topic influence** [ai](/topic/ai), [play](/topic/play), [red](/topic/red), [$te](/topic/$te), [$ens](/topic/$ens), [ens](/topic/ens), [conviction](/topic/conviction), [$hims](/topic/$hims), [$gme](/topic/$gme), [gme](/topic/gme) **Top assets mentioned** [Ethereum Name Service (ENS)](/topic/$ens) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [GameStop, Corp. (GME)](/topic/$gme) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bloom Energy Corporation (BE)](/topic/$be) [Advanced Micro Devices (AMD)](/topic/$amd) [MP Materials Corp. (MP)](/topic/$mp) [Sterling Infrastructure, Inc. Common Stock (STRL)](/topic/$strl) [Parsons Corporation (PSN)](/topic/$psn) [ZetaChain (ZETA)](/topic/$zeta) [Metadium (META)](/topic/$meta) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Bitcoin (BTC)](/topic/bitcoin) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Iris Energy Limited (IREN)](/topic/$iren) ### Top Social Posts Top posts by engagements in the last [--] hours ""Wall Street is in shock after Amazon ($AMZN) just guided for $200B in [----] CapEx. π€― That brings the Big [--] total to $600B+. The 'AI ROI' debate is raging but the infrastructure winners are clear. If you aren't positioned in the power and custom silicon providing the 'shovels' for this $1T gold rush you're missing the real trade."" [X Link](https://x.com/MDinvests_/status/2019757903616364708) 2026-02-06T12:59Z [--] followers, [---] engagements "Why the Amazon $200B "Shock" matters: Vertical Integration: CEO Andy Jassy explicitly stated this money is going toward custom chips (Trainium/Graviton) which is why Broadcom ($AVGO) is such a critical play. They are the architects for these custom silicon programs. Energy Intensity: Amazon mentioned they added [--] gigawatts of capacity last year and want to double it. This directly supports the bull case for Constellation Energy ($CEG)even with the current regulatory dip the sheer volume of power Amazon needs is unprecedented. Market Panic: The reason tech stocks took a hit today (Amazon down" [X Link](https://x.com/MDinvests_/status/2019758238250439106) 2026-02-06T13:01Z [--] followers, [--] engagements "Warning: Dont let todays green candles fool you. π Were seeing a classic dead cat bounce. After the S&P [---] dropped 2% this week and the Nasdaq slid nearly 4% todays minor recovery in tech and Bitcoin is likely just a technical breather not a trend reversal. Key red flags to watch: Low Volume: The buying pressure isn't backing up the price action. Resistance: Major indexes are struggling to reclaim their 50-day moving averages. Earnings Skepticism: AI spending concerns (Alphabet Amazon) are still looming large over the "Magnificent Seven." Stay disciplined. This looks like a relief rally" [X Link](https://x.com/MDinvests_/status/2019803021081719295) 2026-02-06T15:59Z [--] followers, [--] engagements "@AS_Investing @TheLongInvest @Mr_Derivatives @TheValueTrade @SteveUrkelDude @TheRonnieVShow @BullTradeFinder @Reformed_Trader @Ashton_1nvests @MandoTrading Id add @stocktalkweekly and @thestockwhale" [X Link](https://x.com/MDinvests_/status/2019803300984697181) 2026-02-06T16:00Z [--] followers, [--] engagements "Its definitely been a wild ride for $BE today. Despite the massive Q4 beat and that [----] guidance being significantly higher than consensus the price action is giving everyone whiplashopening with a double-digit gap up before seeing some heavy selling. Here are a few options for your post ranging from "market skeptic" to "frustrated bull": Option 1: The "What Else Do They Want" (Frustrated) $BE blows out Q4: β EPS: $0.45 vs $0.25 est β Rev: $777.7M vs $652M est β [----] Guidance: $3.2B (Mid) vs $2.55B est And yet were seeing a massive fade from the morning highs This market is impossible to" [X Link](https://x.com/anyuser/status/2019804233667674340) 2026-02-06T16:03Z [--] followers, [---] engagements "@Ron_Trades As an owner $GRAB is dog π©. Overvalued and not a hot sector. Your money is better allocated elsewhere vs waiting for this one" [X Link](https://x.com/MDinvests_/status/2019804670651465944) 2026-02-06T16:05Z [--] followers, [--] engagements "My buys this week $AMPX $11 $TE $7.10 $ENS $163 $AMD $200 $MP $58 $UAMY $7.90 Didnt have the balls to catch falling knives on NBIS or IREN not enough conviction which is key" [X Link](https://x.com/anyuser/status/2019836523512832149) 2026-02-06T18:12Z [--] followers, [---] engagements "$HIMS$ is the ultimate high-stakes battleground right now. βShort Interest: 35.07% (Absolute powder keg) Short Squeeze Score: 100/100 π The Play: Launching $49/mo oral GLP-1s vs. Big Pharma's $149/mo. FDA "swift action" threats vs. massive retail demand. Is this a value trap or the squeeze of the year πΏ #HIMS #ShortSqueeze #StocksToWatch $GME https://twitter.com/i/web/status/2020013580620316698 https://twitter.com/i/web/status/2020013580620316698" [X Link](https://x.com/anyuser/status/2020013580620316698) 2026-02-07T05:55Z [--] followers, [---] engagements "@TheLongInvest This market needs a good $GME style short squeeze #HODL" [X Link](https://x.com/MDinvests_/status/2020271187251867991) 2026-02-07T22:59Z [--] followers, [---] engagements "π§± The Core Four (The Bedrock) Im holding $STRL $ENS $EWY and $PSN through the turbulence. These aren't just trades; they are fundamental anchors. Stability: Theyve shown resilience when the macro gets messy. Growth: Strong underlying metrics that the market is temporarily ignoring. The Play: Hold the line. Let the paper hands exit while we compound. π The "Buy Low" Squad When the red candles hit Im looking for the mispriced gems. Im scaling into: $ZETA Tech upside at a bargain. $LEU Energy plays that the market is back into the buy zone. $PGY Pure opportunistic entry points. βΎ The "Buy" [X Link](https://x.com/anyuser/status/2022301567269957911) 2026-02-13T13:27Z [--] followers, [---] engagements "I dont buy stocks based on vibes. I score them. Props to @stocktalkweekly who inspired this framework. I have created a GPT so you can easily scan potential tickers: Heres the exact framework I use to decide if a stock deserves capital: π§΅π 1/ I use a system called Total Attractiveness Score (TAS). It forces discipline. No narratives. No hopium. Just weighted scoring. Scale: [----]. 2/ TAS answers one question: Is this stock attractive right now given expectations Not: Is it a great company Is the story exciting But: Is the risk-adjusted return worth it 3/ TAS has [--] components: [--] Business" [X Link](https://x.com/anyuser/status/2022305435730993500) 2026-02-13T13:42Z [--] followers, [--] engagements "@amitisinvesting This pump is less than last Friday which is concerning" [X Link](https://x.com/MDinvests_/status/2022359853294133464) 2026-02-13T17:18Z [--] followers, [----] engagements "$zeta has to start looking like an acquisition target for someone like $meta. Makes a lot of sense" [X Link](https://x.com/MDinvests_/status/2022025969050300830) 2026-02-12T19:12Z [--] followers, [---] engagements "De-risking into the close. π‘ Ive seen enough. The top is in. π¨ Just flushed the low conviction beta positions with bad entries. Not waiting for the gap down. Entries were subpar and the price action is looking heavy. Better to be flat/hedged than a forced seller in a flush. Enjoy the weekend. https://twitter.com/i/web/status/2022398635615371403 https://twitter.com/i/web/status/2022398635615371403" [X Link](https://x.com/anyuser/status/2022398635615371403) 2026-02-13T19:53Z [--] followers, [--] engagements "Launching my Asymmetric Stock Analyst GPT. Built to scan markets for non-consensus upside where risk is defined and payoff is nonlinear. Focus areas: Smallmid caps Structural inflection points Capital mispricing Options-aware entry framing This isnt hype screening. Its probabilistic edge discovery. https://chatgpt.com/g/g-696d0da4e99081919140582844787ba2-asymmetric-stock-analyst https://chatgpt.com/g/g-696d0da4e99081919140582844787ba2-asymmetric-stock-analyst" [X Link](https://x.com/anyuser/status/2019763706687619569) 2026-02-06T13:22Z [--] followers, [---] engagements "RT @elonmusk: Solar will utterly dominate future electricity production" [X Link](https://x.com/anyuser/status/2022634442570027042) 2026-02-14T11:30Z [--] followers, [----] engagements "Solar will utterly dominate future electricity production Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar capacity from the end of https://t.co/hxbV0jV9lx Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar" [X Link](https://x.com/anyuser/status/2022551590478000473) 2026-02-14T06:00Z 234.7M followers, 19.4M engagements "Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar capacity from the end of [----]. https://twitter.com/i/web/status/2022467318073180649 https://twitter.com/i/web/status/2022467318073180649" [X Link](https://x.com/anyuser/status/2022467318073180649) 2026-02-14T00:25Z 205.1K followers, 18.9M engagements "Bullish $te Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar capacity from the end of https://t.co/hxbV0jV9lx Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar capacity from the end of" [X Link](https://x.com/anyuser/status/2022634250348929481) 2026-02-14T11:29Z [--] followers, [---] engagements "De-risking into the close. π‘ Ive seen enough. The top is in. π¨ Just flushed the low conviction beta positions with bad entries. Not waiting for the gap down. Entries were subpar and the price action is looking heavy. Better to be flat/hedged than a forced seller in a flush. Enjoy the weekend. https://twitter.com/i/web/status/2022398635615371403 https://twitter.com/i/web/status/2022398635615371403" [X Link](https://x.com/anyuser/status/2022398635615371403) 2026-02-13T19:53Z [--] followers, [--] engagements "I dont buy stocks based on vibes. I score them. Props to @stocktalkweekly who inspired this framework. I have created a GPT so you can easily scan potential tickers: Heres the exact framework I use to decide if a stock deserves capital: π§΅π 1/ I use a system called Total Attractiveness Score (TAS). It forces discipline. No narratives. No hopium. Just weighted scoring. Scale: [----]. 2/ TAS answers one question: Is this stock attractive right now given expectations Not: Is it a great company Is the story exciting But: Is the risk-adjusted return worth it 3/ TAS has [--] components: [--] Business" [X Link](https://x.com/anyuser/status/2022305435730993500) 2026-02-13T13:42Z [--] followers, [--] engagements "π§± The Core Four (The Bedrock) Im holding $STRL $ENS $EWY and $PSN through the turbulence. These aren't just trades; they are fundamental anchors. Stability: Theyve shown resilience when the macro gets messy. Growth: Strong underlying metrics that the market is temporarily ignoring. The Play: Hold the line. Let the paper hands exit while we compound. π The "Buy Low" Squad When the red candles hit Im looking for the mispriced gems. Im scaling into: $ZETA Tech upside at a bargain. $LEU Energy plays that the market is back into the buy zone. $PGY Pure opportunistic entry points. βΎ The "Buy" [X Link](https://x.com/anyuser/status/2022301567269957911) 2026-02-13T13:27Z [--] followers, [---] engagements "$zeta has to start looking like an acquisition target for someone like $meta. Makes a lot of sense" [X Link](https://x.com/MDinvests_/status/2022025969050300830) 2026-02-12T19:12Z [--] followers, [---] engagements "$TE has to be the most schizophrenic stock I own. Regularly has a 10% spread red to green in a single trading session" [X Link](https://x.com/anyuser/status/2021275061361971319) 2026-02-10T17:28Z [--] followers, [---] engagements "$NBIS I am sharing this because I warned people not to chase this in Sept - Oct and to wait for a pull back It's only right that I share it again when it is looking bullish and attractive to add again after it has pulled back as expected. And it is looking very attractive right now and still has not broken out If $NBIS can breakout and hold at $100 then the target is the [-----] Fib at $280 https://twitter.com/i/web/status/2021209710557528375 https://twitter.com/i/web/status/2021209710557528375" [X Link](https://x.com/anyuser/status/2021209710557528375) 2026-02-10T13:08Z 253.1K followers, 89.4K engagements "After spending hours playing with agentic ai I can say this is going to be very good for business owners and very bad for employees that can work remotely. #claudecowork" [X Link](https://x.com/anyuser/status/2020638837081624841) 2026-02-08T23:20Z [--] followers, [--] engagements "$HIMS is not a good investment right now its purely an emotional play. It's a lottery pick money im willing to lose but if this becomes an epic short squeeze I want to be in the game. I the same way I dislike both teams in the superbowl but I'll bet on Seattle (hate the PATS) so I can have any interest in the game" [X Link](https://x.com/anyuser/status/2020519006759719337) 2026-02-08T15:24Z [--] followers, [--] engagements "Why $CRWV gets flagged as fragile in a tightening cycle: $11B debt + $3.6B due by [----] $34B lease obligations $7.6B FCF 121% ROE 72% revenue tied to MSFT/OpenAI Contracts 35y vs infra liabilities up to 15y GPU stack dependent on $NVDA High-beta AI infra leverage explosive upside if demand holds nonlinear downside if liquidity tightens. #AI #Cloud #Macro #Liquidity #TechStocks" [X Link](https://x.com/anyuser/status/2020516387509158202) 2026-02-08T15:13Z [--] followers, [--] engagements "Let's compare $CRWV two stocks I hold. Quick asymmetry compare in AI infra adjacents $NBIS vs $IREN $NBIS $4.79B cash / $4.57B debt ( net +$225M) FCF $2.95B ($524M op CF $2.43B capex) Rev $363M +355% YoY 59% GM Massive growth convexity but scaling before profitability. Financing sensitivity high. $IREN $0.88B debt $565M cash +$49M FCF Quarterly rev $240M (+47% mining growth) $9.7B hyperscaler contract ($2.97B annual potential) Lower leverage + cash-flow base with AI upside overlay. Highest upside volatility $NBIS ($81 cost basis) Best upside / structural risk balance $IREN ($42 cost basis)" [X Link](https://x.com/anyuser/status/2020518064039584195) 2026-02-08T15:20Z [--] followers, [--] engagements "Who cracks first in this cycle my bet is we eventually get a Bear Stearns-style liquidity event out of the AI leverage stack. Is it the balance-sheet giant with opaque exposure or the hyperscaled GPU lessor built on financing layers $ORCL vs $CRWV one of these models gets stress-tested the moment funding tightens and counterparties blink. This market isnt priced for counterparty risk yet. Watching closely. #AIbubble #StockMarket #Liquidity #Macro #TechStocks #NVDA #ORCL #CRWV #RiskManagement #WallStreet" [X Link](https://x.com/anyuser/status/2020514641902805027) 2026-02-08T15:06Z [--] followers, [--] engagements "Reality check on AI leverage: OpenAI reportedly doing $1320B revenue yet signed infra commitments around $30B/yr with $ORCL once ramped. Not todays revenue but that future growth narrative increasingly anchors Oracles cloud trajectory. Spend revenue is fine in expansion cycles. Its fragile in tightening cycles. Thats how liquidity cracks start. Watching closely. $ORCL #AI #Cloud #Liquidity #Macro #TechStocks #NVDA" [X Link](https://x.com/anyuser/status/2020515251620401504) 2026-02-08T15:09Z [--] followers, [--] engagements "Trump isnt striking Iran during the Olympics the optics alone make that irrational. This is leverage signaling not war planning. Iran isnt folding. Their position is simple: escalation deterrence. Israel looks far more cautious than people admit otherwise wed already see a unilateral trigger event with US strike groups staged. Unpopular view: Iran may actually hold more negotiating leverage here. They want sanctions relief. Trump wants a deal headline. That asymmetry matters. #WW3 #Iran #Trump #MiddleEast #GlobalTensions" [X Link](https://x.com/anyuser/status/2020290042652958994) 2026-02-08T00:14Z [--] followers, [--] engagements "π¨ Introducing Stock Bottom Scout π¨ A GPT built to answer one question: Is this falling stock near a real bottomor just a value trap What it does π§ π Diagnoses why a stock is dropping (thesis-breaking vs noise) Applies deep fundamental checks (Meaning Moat Management Margin of Safety) Uses technical confirmation so you dont buy too early Right side of the V [--] EMA / [--] EMA cross Basing above 52-week lows Waterfall decline setups Tracks sentiment & capitulation for contrarian entries The goal: π Buy late not early π Let sellers exhaust π Stack probabilities in your favor π Try it here: π" [X Link](https://x.com/anyuser/status/2020213758484713823) 2026-02-07T19:11Z [--] followers, [--] engagements "$HIMS$ is the ultimate high-stakes battleground right now. βShort Interest: 35.07% (Absolute powder keg) Short Squeeze Score: 100/100 π The Play: Launching $49/mo oral GLP-1s vs. Big Pharma's $149/mo. FDA "swift action" threats vs. massive retail demand. Is this a value trap or the squeeze of the year πΏ #HIMS #ShortSqueeze #StocksToWatch $GME https://twitter.com/i/web/status/2020013580620316698 https://twitter.com/i/web/status/2020013580620316698" [X Link](https://x.com/anyuser/status/2020013580620316698) 2026-02-07T05:55Z [--] followers, [---] engagements "Hold up. Maybe $HIMS knows what they are doing. This is setting up to be $GME short squeeze part [--] vs big PHARMA Im buying [----] shares sub $20 to start. @TheLongInvest" [X Link](https://x.com/anyuser/status/2020005612600586298) 2026-02-07T05:24Z [--] followers, [---] engagements "My buys this week $AMPX $11 $TE $7.10 $ENS $163 $AMD $200 $MP $58 $UAMY $7.90 Didnt have the balls to catch falling knives on NBIS or IREN not enough conviction which is key" [X Link](https://x.com/anyuser/status/2019836523512832149) 2026-02-06T18:12Z [--] followers, [---] engagements "Its definitely been a wild ride for $BE today. Despite the massive Q4 beat and that [----] guidance being significantly higher than consensus the price action is giving everyone whiplashopening with a double-digit gap up before seeing some heavy selling. Here are a few options for your post ranging from "market skeptic" to "frustrated bull": Option 1: The "What Else Do They Want" (Frustrated) $BE blows out Q4: β EPS: $0.45 vs $0.25 est β Rev: $777.7M vs $652M est β [----] Guidance: $3.2B (Mid) vs $2.55B est And yet were seeing a massive fade from the morning highs This market is impossible to" [X Link](https://x.com/anyuser/status/2019804233667674340) 2026-02-06T16:03Z [--] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MDinvests_ MDinvestsMDinvests posts on X about ai, play, red, $te the most. They currently have [--] followers and [--] posts still getting attention that total [---------] engagements in the last [--] hours.
Social category influence finance stocks cryptocurrencies technology brands exchanges celebrities countries
Social topic influence ai, play, red, $te, $ens, ens, conviction, $hims, $gme, gme
Top assets mentioned Ethereum Name Service (ENS) Hims & Hers Health, Inc. (HIMS) GameStop, Corp. (GME) CoreWeave, Inc (CRWV) Bloom Energy Corporation (BE) Advanced Micro Devices (AMD) MP Materials Corp. (MP) Sterling Infrastructure, Inc. Common Stock (STRL) Parsons Corporation (PSN) ZetaChain (ZETA) Metadium (META) Nebius Group N.V. Class A Ordinary Shares (NBIS) Oracle Corporation (ORCL) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Bitcoin (BTC) Grab Holdings Limited Class A Ordinary Shares (GRAB) NVIDIA Corp. (NVDA) Iris Energy Limited (IREN)
Top posts by engagements in the last [--] hours
""Wall Street is in shock after Amazon ($AMZN) just guided for $200B in [----] CapEx. π€― That brings the Big [--] total to $600B+. The 'AI ROI' debate is raging but the infrastructure winners are clear. If you aren't positioned in the power and custom silicon providing the 'shovels' for this $1T gold rush you're missing the real trade.""
X Link 2026-02-06T12:59Z [--] followers, [---] engagements
"Why the Amazon $200B "Shock" matters: Vertical Integration: CEO Andy Jassy explicitly stated this money is going toward custom chips (Trainium/Graviton) which is why Broadcom ($AVGO) is such a critical play. They are the architects for these custom silicon programs. Energy Intensity: Amazon mentioned they added [--] gigawatts of capacity last year and want to double it. This directly supports the bull case for Constellation Energy ($CEG)even with the current regulatory dip the sheer volume of power Amazon needs is unprecedented. Market Panic: The reason tech stocks took a hit today (Amazon down"
X Link 2026-02-06T13:01Z [--] followers, [--] engagements
"Warning: Dont let todays green candles fool you. π Were seeing a classic dead cat bounce. After the S&P [---] dropped 2% this week and the Nasdaq slid nearly 4% todays minor recovery in tech and Bitcoin is likely just a technical breather not a trend reversal. Key red flags to watch: Low Volume: The buying pressure isn't backing up the price action. Resistance: Major indexes are struggling to reclaim their 50-day moving averages. Earnings Skepticism: AI spending concerns (Alphabet Amazon) are still looming large over the "Magnificent Seven." Stay disciplined. This looks like a relief rally"
X Link 2026-02-06T15:59Z [--] followers, [--] engagements
"@AS_Investing @TheLongInvest @Mr_Derivatives @TheValueTrade @SteveUrkelDude @TheRonnieVShow @BullTradeFinder @Reformed_Trader @Ashton_1nvests @MandoTrading Id add @stocktalkweekly and @thestockwhale"
X Link 2026-02-06T16:00Z [--] followers, [--] engagements
"Its definitely been a wild ride for $BE today. Despite the massive Q4 beat and that [----] guidance being significantly higher than consensus the price action is giving everyone whiplashopening with a double-digit gap up before seeing some heavy selling. Here are a few options for your post ranging from "market skeptic" to "frustrated bull": Option 1: The "What Else Do They Want" (Frustrated) $BE blows out Q4: β
EPS: $0.45 vs $0.25 est β
Rev: $777.7M vs $652M est β
[----] Guidance: $3.2B (Mid) vs $2.55B est And yet were seeing a massive fade from the morning highs This market is impossible to"
X Link 2026-02-06T16:03Z [--] followers, [---] engagements
"@Ron_Trades As an owner $GRAB is dog π©. Overvalued and not a hot sector. Your money is better allocated elsewhere vs waiting for this one"
X Link 2026-02-06T16:05Z [--] followers, [--] engagements
"My buys this week $AMPX $11 $TE $7.10 $ENS $163 $AMD $200 $MP $58 $UAMY $7.90 Didnt have the balls to catch falling knives on NBIS or IREN not enough conviction which is key"
X Link 2026-02-06T18:12Z [--] followers, [---] engagements
"$HIMS$ is the ultimate high-stakes battleground right now. βShort Interest: 35.07% (Absolute powder keg) Short Squeeze Score: 100/100 π The Play: Launching $49/mo oral GLP-1s vs. Big Pharma's $149/mo. FDA "swift action" threats vs. massive retail demand. Is this a value trap or the squeeze of the year πΏ #HIMS #ShortSqueeze #StocksToWatch $GME https://twitter.com/i/web/status/2020013580620316698 https://twitter.com/i/web/status/2020013580620316698"
X Link 2026-02-07T05:55Z [--] followers, [---] engagements
"@TheLongInvest This market needs a good $GME style short squeeze #HODL"
X Link 2026-02-07T22:59Z [--] followers, [---] engagements
"π§± The Core Four (The Bedrock) Im holding $STRL $ENS $EWY and $PSN through the turbulence. These aren't just trades; they are fundamental anchors. Stability: Theyve shown resilience when the macro gets messy. Growth: Strong underlying metrics that the market is temporarily ignoring. The Play: Hold the line. Let the paper hands exit while we compound. π The "Buy Low" Squad When the red candles hit Im looking for the mispriced gems. Im scaling into: $ZETA Tech upside at a bargain. $LEU Energy plays that the market is back into the buy zone. $PGY Pure opportunistic entry points. βΎ The "Buy"
X Link 2026-02-13T13:27Z [--] followers, [---] engagements
"I dont buy stocks based on vibes. I score them. Props to @stocktalkweekly who inspired this framework. I have created a GPT so you can easily scan potential tickers: Heres the exact framework I use to decide if a stock deserves capital: π§΅π 1/ I use a system called Total Attractiveness Score (TAS). It forces discipline. No narratives. No hopium. Just weighted scoring. Scale: [----]. 2/ TAS answers one question: Is this stock attractive right now given expectations Not: Is it a great company Is the story exciting But: Is the risk-adjusted return worth it 3/ TAS has [--] components: [--] Business"
X Link 2026-02-13T13:42Z [--] followers, [--] engagements
"@amitisinvesting This pump is less than last Friday which is concerning"
X Link 2026-02-13T17:18Z [--] followers, [----] engagements
"$zeta has to start looking like an acquisition target for someone like $meta. Makes a lot of sense"
X Link 2026-02-12T19:12Z [--] followers, [---] engagements
"De-risking into the close. π‘ Ive seen enough. The top is in. π¨ Just flushed the low conviction beta positions with bad entries. Not waiting for the gap down. Entries were subpar and the price action is looking heavy. Better to be flat/hedged than a forced seller in a flush. Enjoy the weekend. https://twitter.com/i/web/status/2022398635615371403 https://twitter.com/i/web/status/2022398635615371403"
X Link 2026-02-13T19:53Z [--] followers, [--] engagements
"Launching my Asymmetric Stock Analyst GPT. Built to scan markets for non-consensus upside where risk is defined and payoff is nonlinear. Focus areas: Smallmid caps Structural inflection points Capital mispricing Options-aware entry framing This isnt hype screening. Its probabilistic edge discovery. https://chatgpt.com/g/g-696d0da4e99081919140582844787ba2-asymmetric-stock-analyst https://chatgpt.com/g/g-696d0da4e99081919140582844787ba2-asymmetric-stock-analyst"
X Link 2026-02-06T13:22Z [--] followers, [---] engagements
"RT @elonmusk: Solar will utterly dominate future electricity production"
X Link 2026-02-14T11:30Z [--] followers, [----] engagements
"Solar will utterly dominate future electricity production Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar capacity from the end of https://t.co/hxbV0jV9lx Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar"
X Link 2026-02-14T06:00Z 234.7M followers, 19.4M engagements
"Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar capacity from the end of [----]. https://twitter.com/i/web/status/2022467318073180649 https://twitter.com/i/web/status/2022467318073180649"
X Link 2026-02-14T00:25Z 205.1K followers, 18.9M engagements
"Bullish $te Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar capacity from the end of https://t.co/hxbV0jV9lx Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of [----]. [--] GW of new solar capacity is scheduled to come online in [--------] a 49% increase in operating solar capacity from the end of"
X Link 2026-02-14T11:29Z [--] followers, [---] engagements
"De-risking into the close. π‘ Ive seen enough. The top is in. π¨ Just flushed the low conviction beta positions with bad entries. Not waiting for the gap down. Entries were subpar and the price action is looking heavy. Better to be flat/hedged than a forced seller in a flush. Enjoy the weekend. https://twitter.com/i/web/status/2022398635615371403 https://twitter.com/i/web/status/2022398635615371403"
X Link 2026-02-13T19:53Z [--] followers, [--] engagements
"I dont buy stocks based on vibes. I score them. Props to @stocktalkweekly who inspired this framework. I have created a GPT so you can easily scan potential tickers: Heres the exact framework I use to decide if a stock deserves capital: π§΅π 1/ I use a system called Total Attractiveness Score (TAS). It forces discipline. No narratives. No hopium. Just weighted scoring. Scale: [----]. 2/ TAS answers one question: Is this stock attractive right now given expectations Not: Is it a great company Is the story exciting But: Is the risk-adjusted return worth it 3/ TAS has [--] components: [--] Business"
X Link 2026-02-13T13:42Z [--] followers, [--] engagements
"π§± The Core Four (The Bedrock) Im holding $STRL $ENS $EWY and $PSN through the turbulence. These aren't just trades; they are fundamental anchors. Stability: Theyve shown resilience when the macro gets messy. Growth: Strong underlying metrics that the market is temporarily ignoring. The Play: Hold the line. Let the paper hands exit while we compound. π The "Buy Low" Squad When the red candles hit Im looking for the mispriced gems. Im scaling into: $ZETA Tech upside at a bargain. $LEU Energy plays that the market is back into the buy zone. $PGY Pure opportunistic entry points. βΎ The "Buy"
X Link 2026-02-13T13:27Z [--] followers, [---] engagements
"$zeta has to start looking like an acquisition target for someone like $meta. Makes a lot of sense"
X Link 2026-02-12T19:12Z [--] followers, [---] engagements
"$TE has to be the most schizophrenic stock I own. Regularly has a 10% spread red to green in a single trading session"
X Link 2026-02-10T17:28Z [--] followers, [---] engagements
"$NBIS I am sharing this because I warned people not to chase this in Sept - Oct and to wait for a pull back It's only right that I share it again when it is looking bullish and attractive to add again after it has pulled back as expected. And it is looking very attractive right now and still has not broken out If $NBIS can breakout and hold at $100 then the target is the [-----] Fib at $280 https://twitter.com/i/web/status/2021209710557528375 https://twitter.com/i/web/status/2021209710557528375"
X Link 2026-02-10T13:08Z 253.1K followers, 89.4K engagements
"After spending hours playing with agentic ai I can say this is going to be very good for business owners and very bad for employees that can work remotely. #claudecowork"
X Link 2026-02-08T23:20Z [--] followers, [--] engagements
"$HIMS is not a good investment right now its purely an emotional play. It's a lottery pick money im willing to lose but if this becomes an epic short squeeze I want to be in the game. I the same way I dislike both teams in the superbowl but I'll bet on Seattle (hate the PATS) so I can have any interest in the game"
X Link 2026-02-08T15:24Z [--] followers, [--] engagements
"Why $CRWV gets flagged as fragile in a tightening cycle: $11B debt + $3.6B due by [----] $34B lease obligations $7.6B FCF 121% ROE 72% revenue tied to MSFT/OpenAI Contracts 35y vs infra liabilities up to 15y GPU stack dependent on $NVDA High-beta AI infra leverage explosive upside if demand holds nonlinear downside if liquidity tightens. #AI #Cloud #Macro #Liquidity #TechStocks"
X Link 2026-02-08T15:13Z [--] followers, [--] engagements
"Let's compare $CRWV two stocks I hold. Quick asymmetry compare in AI infra adjacents $NBIS vs $IREN $NBIS $4.79B cash / $4.57B debt ( net +$225M) FCF $2.95B ($524M op CF $2.43B capex) Rev $363M +355% YoY 59% GM Massive growth convexity but scaling before profitability. Financing sensitivity high. $IREN $0.88B debt $565M cash +$49M FCF Quarterly rev $240M (+47% mining growth) $9.7B hyperscaler contract ($2.97B annual potential) Lower leverage + cash-flow base with AI upside overlay. Highest upside volatility $NBIS ($81 cost basis) Best upside / structural risk balance $IREN ($42 cost basis)"
X Link 2026-02-08T15:20Z [--] followers, [--] engagements
"Who cracks first in this cycle my bet is we eventually get a Bear Stearns-style liquidity event out of the AI leverage stack. Is it the balance-sheet giant with opaque exposure or the hyperscaled GPU lessor built on financing layers $ORCL vs $CRWV one of these models gets stress-tested the moment funding tightens and counterparties blink. This market isnt priced for counterparty risk yet. Watching closely. #AIbubble #StockMarket #Liquidity #Macro #TechStocks #NVDA #ORCL #CRWV #RiskManagement #WallStreet"
X Link 2026-02-08T15:06Z [--] followers, [--] engagements
"Reality check on AI leverage: OpenAI reportedly doing $1320B revenue yet signed infra commitments around $30B/yr with $ORCL once ramped. Not todays revenue but that future growth narrative increasingly anchors Oracles cloud trajectory. Spend revenue is fine in expansion cycles. Its fragile in tightening cycles. Thats how liquidity cracks start. Watching closely. $ORCL #AI #Cloud #Liquidity #Macro #TechStocks #NVDA"
X Link 2026-02-08T15:09Z [--] followers, [--] engagements
"Trump isnt striking Iran during the Olympics the optics alone make that irrational. This is leverage signaling not war planning. Iran isnt folding. Their position is simple: escalation deterrence. Israel looks far more cautious than people admit otherwise wed already see a unilateral trigger event with US strike groups staged. Unpopular view: Iran may actually hold more negotiating leverage here. They want sanctions relief. Trump wants a deal headline. That asymmetry matters. #WW3 #Iran #Trump #MiddleEast #GlobalTensions"
X Link 2026-02-08T00:14Z [--] followers, [--] engagements
"π¨ Introducing Stock Bottom Scout π¨ A GPT built to answer one question: Is this falling stock near a real bottomor just a value trap What it does π§ π Diagnoses why a stock is dropping (thesis-breaking vs noise) Applies deep fundamental checks (Meaning Moat Management Margin of Safety) Uses technical confirmation so you dont buy too early Right side of the V [--] EMA / [--] EMA cross Basing above 52-week lows Waterfall decline setups Tracks sentiment & capitulation for contrarian entries The goal: π Buy late not early π Let sellers exhaust π Stack probabilities in your favor π Try it here: π"
X Link 2026-02-07T19:11Z [--] followers, [--] engagements
"$HIMS$ is the ultimate high-stakes battleground right now. βShort Interest: 35.07% (Absolute powder keg) Short Squeeze Score: 100/100 π The Play: Launching $49/mo oral GLP-1s vs. Big Pharma's $149/mo. FDA "swift action" threats vs. massive retail demand. Is this a value trap or the squeeze of the year πΏ #HIMS #ShortSqueeze #StocksToWatch $GME https://twitter.com/i/web/status/2020013580620316698 https://twitter.com/i/web/status/2020013580620316698"
X Link 2026-02-07T05:55Z [--] followers, [---] engagements
"Hold up. Maybe $HIMS knows what they are doing. This is setting up to be $GME short squeeze part [--] vs big PHARMA Im buying [----] shares sub $20 to start. @TheLongInvest"
X Link 2026-02-07T05:24Z [--] followers, [---] engagements
"My buys this week $AMPX $11 $TE $7.10 $ENS $163 $AMD $200 $MP $58 $UAMY $7.90 Didnt have the balls to catch falling knives on NBIS or IREN not enough conviction which is key"
X Link 2026-02-06T18:12Z [--] followers, [---] engagements
"Its definitely been a wild ride for $BE today. Despite the massive Q4 beat and that [----] guidance being significantly higher than consensus the price action is giving everyone whiplashopening with a double-digit gap up before seeing some heavy selling. Here are a few options for your post ranging from "market skeptic" to "frustrated bull": Option 1: The "What Else Do They Want" (Frustrated) $BE blows out Q4: β
EPS: $0.45 vs $0.25 est β
Rev: $777.7M vs $652M est β
[----] Guidance: $3.2B (Mid) vs $2.55B est And yet were seeing a massive fade from the morning highs This market is impossible to"
X Link 2026-02-06T16:03Z [--] followers, [---] engagements
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