#  @NRiyaud98662 Nonpawit Riyaud
Nonpawit Riyaud posts on X about ai, $goog, $baba, $nvda the most. They currently have [---] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1780652644840931328/interactions)

- [--] Week [----------] +28%
- [--] Month [----------] +1,259,188%
- [--] Months [----------] +484,779%
- [--] Year [----------] +410,814%
### Mentions: [--] [#](/creator/twitter::1780652644840931328/posts_active)

- [--] Month [--] -20%
- [--] Months [--] +22%
- [--] Year [--] +100%
### Followers: [---] [#](/creator/twitter::1780652644840931328/followers)

- [--] Week [---] +21%
- [--] Month [---] +31%
- [--] Months [---] +29%
- [--] Year [---] +228%
### CreatorRank: [---------] [#](/creator/twitter::1780652644840931328/influencer_rank)

### Social Influence
**Social category influence**
[stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [automotive brands](/list/automotive-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [celebrities](/list/celebrities) [fashion brands](/list/fashion-brands)
**Social topic influence**
[ai](/topic/ai), [$goog](/topic/$goog), [$baba](/topic/$baba), [$nvda](/topic/$nvda), [$nvo](/topic/$nvo), [$mu](/topic/$mu), [$amd](/topic/$amd), [$duol](/topic/$duol), [baba](/topic/baba), [$asts](/topic/$asts)
**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@speculatorio](/creator/undefined) [@gunnerw77092164](/creator/undefined) [@tavilyai](/creator/undefined) [@nataninvesting](/creator/undefined) [@wealthmatica](/creator/undefined) [@investingvisual](/creator/undefined) [@kjuice29](/creator/undefined) [@shaiwininger](/creator/undefined) [@jukan05](/creator/undefined) [@rftylerpage](/creator/undefined) [@tesla](/creator/undefined) [@baoshaoshan](/creator/undefined) [@thelonginvest](/creator/undefined)
**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Alibaba Group (BABA)](/topic/$baba) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Novo-Nordisk (NVO)](/topic/$nvo) [Micron Technology, Inc. (MU)](/topic/$mu) [Advanced Micro Devices (AMD)](/topic/$amd) [Duolingo, Inc. (DUOL)](/topic/$duol) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Metadium (META)](/topic/$meta) [UiPath, Inc. (PATH)](/topic/$path) [Microsoft Corp. (MSFT)](/topic/$msft) [GitLab Inc. (GTLB)](/topic/$gtlb) [RAI Finance (SOFI)](/topic/$sofi) [AppLovin Corporation (APP)](/topic/$app) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Mastercard, Inc. (MA)](/topic/$ma) [Taiwan Semiconductor (TSM)](/topic/$tsm) [MongoDB, Inc. (MDB)](/topic/$mdb) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Innovative Industrial Properties, Inc. Common stock (IIPR)](/topic/$iipr) [Check Point Software Technologies Ltd (CHKP)](/topic/$chkp) [Arista Networks Inc (ANET)](/topic/$anet) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Exelixis Inc (EXEL)](/topic/$exel) [Eli Lilly and Company (LLY)](/topic/$lly) [EXODUS MOVEMENT INC A (EXOD)](/topic/$exod) [Doximity, Inc. (DOCS)](/topic/$docs) [Public Storage (PSA)](/topic/$psa) [VICI Properties, Inc. (VICI)](/topic/$vici) [KLA Corp (KLAC)](/topic/$klac) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Intel Corporation (INTC)](/topic/$intc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [XPENG INC. (XPEV)](/topic/$xpev) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Netflix Inc (NFLX)](/topic/$nflx)
### Top Social Posts
Top posts by engagements in the last [--] hours
"2025 Stock is my favorite. $AMD $BABA $MU $NU $TMDX $HIMS"
[X Link](https://x.com/NRiyaud98662/status/1872473478009659432) 2024-12-27T02:44Z [--] followers, [---] engagements
"Wait and see under valuestock on Jan [----] $AMD $BABA $MDB $OKTA"
[X Link](https://x.com/NRiyaud98662/status/1876971198170415608) 2025-01-08T12:36Z [--] followers, [---] engagements
"Waiting for CPI today $SPY $TMDX $AMD"
[X Link](https://x.com/NRiyaud98662/status/1879410058725044338) 2025-01-15T06:07Z [--] followers, [---] engagements
"Here is favorite growth stock to in [----] Semiconductor $AMD $NVDA China $PDD $BABA AI $OKTA $MDB $SNOW Space $RKLB $ASTS"
[X Link](https://x.com/NRiyaud98662/status/1880437348279919033) 2025-01-18T02:09Z [--] followers, [---] engagements
"Investor plan after Monday πBull AI : $SNOW $OKTA $MDB $GTLB Fin : $NU Space : $ASTS Semi : $AMD China : $BABA $PDD πBear Mag7 : $NVDA $GOOG AI : $SNOW $OKTA $MDB China : $BABA"
[X Link](https://x.com/NRiyaud98662/status/1880874613917503689) 2025-01-19T07:07Z [--] followers, [---] engagements
"$NVO is bullish patiently waiting for [--] months π€ͺ"
[X Link](https://x.com/NRiyaud98662/status/1882774813959401691) 2025-01-24T12:57Z [--] followers, [--] engagements
"My Top [--] stocks portfolio [----] [--]. $NVO [--]. $AMD [--]. $BABA [--]. $PDD [--]. $GOOG [--]. $AMZN [--]. $AVGO [--]. $RKLB [--]. $ASTS [--]. $TMDX [--]. $MU [--]. $GTLB [--]. $NIO"
[X Link](https://x.com/NRiyaud98662/status/1886028036501627166) 2025-02-02T12:24Z [--] followers, [---] engagements
"@nataninvesting Why you chose $PYPL $HOOD instead of $SOFI or any Big Bank $JPM "
[X Link](https://x.com/NRiyaud98662/status/1886106871855231042) 2025-02-02T17:38Z [--] followers, [---] engagements
"Portfolio: 13.2% l Novo Nordisk $NVO 10.5% Alibaba $BABA 9.5% Alphabet 8.7% Pinduoduo $PDD 8.6% Micron Technology $MU 7.7% Rocket Lab $RKLb 7.4% $AMD 6.7% AST Spacemobile $ASTS 5.9% Amazon $AMZN 5.6% Gitlab $GTLB 5.6% Transmedics $TMDX 5.0% Nio $NIO"
[X Link](https://x.com/NRiyaud98662/status/1888054104725012577) 2025-02-08T02:35Z [--] followers, [----] engagements
"What do you think about AI Inference market which bullish for $AMD and $MU in 2025"
[X Link](https://x.com/NRiyaud98662/status/1888480020634693870) 2025-02-09T06:48Z [--] followers, [--] engagements
"@wealthmatica why do you confident $OKTA"
[X Link](https://x.com/NRiyaud98662/status/1889707263579005067) 2025-02-12T16:04Z [--] followers, [---] engagements
"@StockSavvyShay What do you think about short report for $RKLB and earning report"
[X Link](https://x.com/NRiyaud98662/status/1894943531736961381) 2025-02-27T02:51Z [--] followers, [---] engagements
"YTD : +6.2% As of [--] Feb 13.1% Pinduoduo $PDD 12.5% l Novo Nordisk $NVO 12.2% Alibaba $BABA 10.8% Micron $MU 9.2% $AMD 8.8% Alphabet $GOOG 6.6% Rocket Lab $RKLb 6.2% AST Space $ASTS 5.6% Gitlab $GTLB 5.3% Transmedics $TMDX 5.3% Nio $NIO 4.3% l Sofi $SOFI"
[X Link](https://x.com/NRiyaud98662/status/1895735333591130370) 2025-03-01T07:18Z [--] followers, [---] engagements
"YTD : +7.5% 13.5% Pinduoduo $PDD 12.6% Alibaba $BABA 11.9% Alphabet $GOOG 11.8% l Novo Nordisk $NVO 11.3% $AMD 10.5% Micron $MU 8.5% Tesla $TSLA 7.5% AST Space $ASTS 6% Rocket Lab $RKLB 6% Nio $NIO Sell : $TMDX $GTLB $SOFI"
[X Link](https://x.com/NRiyaud98662/status/1898224057113624617) 2025-03-08T04:07Z [--] followers, [----] engagements
"Tariff except drug auto and semiconductor $TSLA $AMD $NVO"
[X Link](https://x.com/NRiyaud98662/status/1907640460518240435) 2025-04-03T03:45Z [---] followers, [---] engagements
"@StockSavvyShay Agree $CRWD and $AXON"
[X Link](https://x.com/NRiyaud98662/status/1921535785897001041) 2025-05-11T12:00Z [---] followers, [----] engagements
"πΌ MAG7 Future Angels Big Tech stocks are creating a "new world"π€π $MFST $AMZN $GOOG $META $APPL $NVDA $TSLA π Global users' time platform π’ Data Center & Cloud Infrastructure π§ AI Revolution β Quantum Computing π€ Robot & Automation The Energy group is also interesting"
[X Link](https://x.com/NRiyaud98662/status/1933783854873260481) 2025-06-14T07:09Z [---] followers, [---] engagements
"Goodbye $AMD"
[X Link](https://x.com/NRiyaud98662/status/1952909510374506900) 2025-08-06T01:48Z [---] followers, [--] engagements
"@InvestingVisual $isrg $tsla $axon is my top position"
[X Link](https://x.com/NRiyaud98662/status/1975183580931506593) 2025-10-06T12:57Z [---] followers, [---] engagements
"$BABA is 122$ Overnight marketπππ"
[X Link](https://x.com/NRiyaud98662/status/1889908379218485529) 2025-02-13T05:24Z [---] followers, [---] engagements
"YTD : +12% Portfolio as of [--] Feb 12% Alibaba $BABA 11.3% l Novo Nordisk $NVO 10.9% $AMD 10.6% Pinduoduo $PDD 9.6% Micron $MU 9% Alphabet $GOOG 8.1% Rocket Lab $RKLb 7.7% AST Space $ASTS 5.3% Transmedics $TMDX 5.1% Nio $NIO 5.1% l Sofi $SOFI 5% Gitlab $GTLB"
[X Link](https://x.com/NRiyaud98662/status/1890650140026757471) 2025-02-15T06:31Z [--] followers, [----] engagements
"@Speculator_io its just the beginning of AI chip era π¬ $AMD $INTC $AVGO and $MRVL will provide their ship to customer while $NVDA slow delivery blackwell its not same story like Visa and Mastercard in AI chip business"
[X Link](https://x.com/NRiyaud98662/status/1890966915540979738) 2025-02-16T03:30Z [--] followers, [---] engagements
"Stock i buy this week $SOFI (new position) $AMD (position) $MU (position) $RKLB (position) $PDD (position)"
[X Link](https://x.com/NRiyaud98662/status/1890977559497654507) 2025-02-16T04:12Z [--] followers, [---] engagements
"@KJuice29 @Speculator_io its undervalue like ASML"
[X Link](https://x.com/NRiyaud98662/status/1891097300946092048) 2025-02-16T12:08Z [--] followers, [--] engagements
"@GunnerW77092164 Why you hold both of $SOFI and $PYPL"
[X Link](https://x.com/NRiyaud98662/status/1892050639896666430) 2025-02-19T03:16Z [--] followers, [---] engagements
"@GunnerW77092164 just wanna understand [--] fintech company im hold only $SOFI but $PYPL is my watchlist"
[X Link](https://x.com/NRiyaud98662/status/1892438405855781052) 2025-02-20T04:57Z [--] followers, [---] engagements
"@StockSavvyShay $ONDS $RR"
[X Link](https://x.com/NRiyaud98662/status/1987161071371817061) 2025-11-08T14:11Z [---] followers, [----] engagements
"@shai_wininger do you have a plan for robotic industry"
[X Link](https://x.com/NRiyaud98662/status/1992961879157977548) 2025-11-24T14:21Z [---] followers, [---] engagements
"@StockSavvyShay why $DUOL is bounceback"
[X Link](https://x.com/NRiyaud98662/status/2000193854838833605) 2025-12-14T13:19Z [---] followers, [---] engagements
"β
S&P [---] ATH [----] [--] Trump S&P500 = [----] ππππ πSanta Rally $SPY"
[X Link](https://x.com/NRiyaud98662/status/2003868070037831879) 2025-12-24T16:39Z [---] followers, [--] engagements
"@jukan05 if TPU is cheaper than their own chip its good chioce for $META and Hock Tan (Avgo CEO Board of Meta)"
[X Link](https://x.com/NRiyaud98662/status/2007724533617500472) 2026-01-04T08:03Z [---] followers, [----] engagements
"$CIFR [----] Year of Execution $CIFR @rftylerpage returned from the holidays to wow prospective institutional investors at the 28th Annual Needham Growth Conference My favorite parts of the interview in chronological order: * [---] MW of power actively being negotiated with [----] Year of Execution $CIFR @rftylerpage returned from the holidays to wow prospective institutional investors at the 28th Annual Needham Growth Conference My favorite parts of the interview in chronological order: * [---] MW of power actively being negotiated with"
[X Link](https://x.com/NRiyaud98662/status/2011308378988097838) 2026-01-14T05:24Z [---] followers, [---] engagements
"$PATH power by Claude [---] Why $PATH is down They are winning but the market has blinders on. Yes it can be that simple. As Peter Lynch has explained it doesn't matter if "one hundred out of one hundred analysts who looked at a stock would find it a good deal" if no one is looking at the stock. https://t.co/acZCKpbIZz Why $PATH is down They are winning but the market has blinders on. Yes it can be that simple. As Peter Lynch has explained it doesn't matter if "one hundred out of one hundred analysts who looked at a stock would find it a good deal" if no one is looking at the stock."
[X Link](https://x.com/NRiyaud98662/status/2012031851167433145) 2026-01-16T05:19Z [---] followers, [---] engagements
"Dont need to wait until [----] You will see strong growth in the next earning [----] Agree with New price for Saas company ill change by Agentic AI $PATH $NOW $APP $ADBE $ZETA https://t.co/GxqKSqy1Dd https://t.co/GxqKSqy1Dd"
[X Link](https://x.com/NRiyaud98662/status/2012749413698212108) 2026-01-18T04:50Z [---] followers, [---] engagements
"$DUOL my position loss -50% is it the bottom of green owl"
[X Link](https://x.com/NRiyaud98662/status/2012751374979891695) 2026-01-18T04:58Z [---] followers, [--] engagements
"$PATH is company 8B with 300M free cash flow too. Saas is dead A few thoughts on Duolingo. - Course content is a commodity there is endless course content in existence - An engagement engine that has had [----] a/b tests streaks ladders notifications and adaptive difficulty is not a commodity and Duolingo leads in this by a wide https://t.co/WTLCTtLS28 A few thoughts on Duolingo. - Course content is a commodity there is endless course content in existence - An engagement engine that has had [----] a/b tests streaks ladders notifications and adaptive difficulty is not a commodity and Duolingo"
[X Link](https://x.com/NRiyaud98662/status/2012753388908515352) 2026-01-18T05:06Z [---] followers, [---] engagements
"$MU plan to be a great partner with $TSM after accuire Taiwan fab"
[X Link](https://x.com/NRiyaud98662/status/2013034137490215156) 2026-01-18T23:41Z [---] followers, [--] engagements
"$MSFT $TSLA Good trend for openai did they ready to loss 134B to Elon πΉπΉ OpenAI CFO Sarah Friar says OpenAI is now at $20B+ ARR & ties it to available compute. Compute scaled 3x YoY from [---] GW in [----] to [---] GW in [----] to [---] GW in [----] while ARR tracked the same curve from $2B to $6B to $20B+ More Compute = More Adoption = More Monetization https://t.co/mMUkb4RXpr OpenAI CFO Sarah Friar says OpenAI is now at $20B+ ARR & ties it to available compute. Compute scaled 3x YoY from [---] GW in [----] to [---] GW in [----] to [---] GW in [----] while ARR tracked the same curve from $2B to $6B to $20B+ More"
[X Link](https://x.com/NRiyaud98662/status/2013136445654053175) 2026-01-19T06:28Z [---] followers, [--] engagements
"Bullish for $IREN $CIFR and every bitcoin miner who owned land electric and how to set up data center $IREN $CIFR The ban on gas turbines for xAI provides a massive tailwind for $IREN and its green generation. Elon Musks xAI wont be able to use natural gas-burning turbines to build out its future data centers like it did in Memphis following an EPA rule update this week. https://t.co/LvJ81z8LFI $IREN $CIFR The ban on gas turbines for xAI provides a massive tailwind for $IREN and its green generation. Elon Musks xAI wont be able to use natural gas-burning turbines to build out its future data"
[X Link](https://x.com/NRiyaud98662/status/2013215467167748605) 2026-01-19T11:42Z [---] followers, [---] engagements
"Note for next VDO :D $MELI $SE $JMIA Fastest growing e-commerce players π Carvana $CVNA Vertically integrated auto marketplace with logistics and financing moat; scaling profitably faster than peers. NTM growth 33.5%. MercadoLibre $MELI Regional super-app leader combining commerce payments and credit; strong https://t.co/GnAjOpc0MH Fastest growing e-commerce players π Carvana $CVNA Vertically integrated auto marketplace with logistics and financing moat; scaling profitably faster than peers. NTM growth 33.5%. MercadoLibre $MELI Regional super-app leader combining commerce payments and"
[X Link](https://x.com/NRiyaud98662/status/2013238251331461477) 2026-01-19T13:12Z [---] followers, [---] engagements
"Agree for basic and daily job $PATH Anthropic CEO: "Software Engineering Will Be Automatable in [--] Months". yea were cooked. https://t.co/6lcD0CJxEW Anthropic CEO: "Software Engineering Will Be Automatable in [--] Months". yea were cooked. https://t.co/6lcD0CJxEW"
[X Link](https://x.com/NRiyaud98662/status/2013961787352195182) 2026-01-21T13:08Z [---] followers, [---] engagements
"$AMD beat $INTC in CPU wars"
[X Link](https://x.com/NRiyaud98662/status/2013965041129693472) 2026-01-21T13:20Z [---] followers, [--] engagements
"Game over for insurance market $LMND In a few days we will launch the first iteration of our next-gen car insurance designed from the ground up for self-driving cars and the new generation of smarter safer EVs. This first version brings native FSD support allowing owners to instantly connect their @Tesla to the https://t.co/MtHlmbqVUO In a few days we will launch the first iteration of our next-gen car insurance designed from the ground up for self-driving cars and the new generation of smarter safer EVs. This first version brings native FSD support allowing owners to instantly connect their"
[X Link](https://x.com/NRiyaud98662/status/2013984095122981078) 2026-01-21T14:36Z [---] followers, [--] engagements
"$PATH is the next Monopoly In December $PATH revealed their "Unified Canvas" at their Fusion Conference. Basically this is a developers wet dream. Instead of context switching between different tools and human testing automation developers can now build test and iterate in one simplified workspace. https://t.co/g8wz8ZRkvh In December $PATH revealed their "Unified Canvas" at their Fusion Conference. Basically this is a developers wet dream. Instead of context switching between different tools and human testing automation developers can now build test and iterate in one simplified workspace."
[X Link](https://x.com/NRiyaud98662/status/2016187894772486548) 2026-01-27T16:33Z [---] followers, [---] engagements
"Capture $ASML 100% πΉπ BREAKING: $ASML reports [---] billion total net sales gross margin of 52.2% and [---] billion net income in Q4 [----] and full-year [----] total net sales of [----] billion gross margin of 52.8% and net income of [---] billion. https://t.co/5QbK2qdsdB BREAKING: $ASML reports [---] billion total net sales gross margin of 52.2% and [---] billion net income in Q4 [----] and full-year [----] total net sales of [----] billion gross margin of 52.8% and net income of [---] billion. https://t.co/5QbK2qdsdB"
[X Link](https://x.com/NRiyaud98662/status/2016432515964403962) 2026-01-28T08:45Z [---] followers, [--] engagements
"$MSFT always has strong financial risk or opportunity $MSFT $ORCL vs new AI cloud stocks $CRWV $IREN $NBIS What's the best opportunity / mis-priced stock right now https://t.co/GGIlrrbcMc $MSFT $ORCL vs new AI cloud stocks $CRWV $IREN $NBIS What's the best opportunity / mis-priced stock right now https://t.co/GGIlrrbcMc"
[X Link](https://x.com/NRiyaud98662/status/2017144920784646425) 2026-01-30T07:56Z [---] followers, [--] engagements
"Power is not enough for AI $MFST $AMZN $GOOG China electricity generation is still growing super fast with solar being the largest incremental contributor and will exceed America by a factor of 3X either this year or next China electricity generation is still growing super fast with solar being the largest incremental contributor and will exceed America by a factor of 3X either this year or next"
[X Link](https://x.com/NRiyaud98662/status/2017802134641955320) 2026-02-01T03:28Z [---] followers, [--] engagements
"Big Opportunity for Solar company $TSLA $TE $FSLR Solar is not A source of energy it is THE source of energy Solar is not A source of energy it is THE source of energy"
[X Link](https://x.com/NRiyaud98662/status/2017932046036041853) 2026-02-01T12:04Z [---] followers, [---] engagements
"Interesting $AMZN No copper = no AI - Amazon signed a 2-year supply contract to source copper - The project would produce [--] kt of copper cathode over [--] years - Thats not even enough to build one large data center This has never been done before but it shows that we have entered a new era. https://t.co/WJ7C1qHxeK No copper = no AI - Amazon signed a 2-year supply contract to source copper - The project would produce [--] kt of copper cathode over [--] years - Thats not even enough to build one large data center This has never been done before but it shows that we have entered a new era."
[X Link](https://x.com/NRiyaud98662/status/2018006583540924508) 2026-02-01T17:00Z [---] followers, [--] engagements
"$AMD Welcome to 1T Club [----] Cathie Wood bought $29M of $AMD today https://t.co/3OI7k4PylW Cathie Wood bought $29M of $AMD today https://t.co/3OI7k4PylW"
[X Link](https://x.com/NRiyaud98662/status/2019219223655182639) 2026-02-05T01:19Z [---] followers, [---] engagements
"$PATH Saas = AI Company $path just acquired agentic AI company WorkFusion to strengthen its automation solution for AML and KYC operations in financial services. This is another step towards the company verticalizing its business which is paramount in the AI era. As software investor Orlando Bravo https://t.co/8SB8C0qchV $path just acquired agentic AI company WorkFusion to strengthen its automation solution for AML and KYC operations in financial services. This is another step towards the company verticalizing its business which is paramount in the AI era. As software investor Orlando Bravo"
[X Link](https://x.com/NRiyaud98662/status/2019997293563507036) 2026-02-07T04:50Z [---] followers, [---] engagements
"China Robot is massive $XPEV China is running the EV playbook on humanoid robots and its working Chinese companies control 90% of the humanoid robot market dominating the technology that will reshape manufacturing and labor. The West is barely competing #China #techwar #chips #tech @baoshaoshan https://t.co/RvTGLelQrI China is running the EV playbook on humanoid robots and its working Chinese companies control 90% of the humanoid robot market dominating the technology that will reshape manufacturing and labor. The West is barely competing #China #techwar #chips #tech @baoshaoshan"
[X Link](https://x.com/NRiyaud98662/status/2020032568675168576) 2026-02-07T07:11Z [---] followers, [--] engagements
"$META $AMZN its incredible. now my clawdbot lives in my ray-ban meta glasses so i can just buy whatever im looking at https://t.co/gWrijyTRhE now my clawdbot lives in my ray-ban meta glasses so i can just buy whatever im looking at https://t.co/gWrijyTRhE"
[X Link](https://x.com/NRiyaud98662/status/2020413638193086763) 2026-02-08T08:25Z [---] followers, [--] engagements
"β€π₯10 [----] πβ $AMZN Amazon π§ π $MRVL Marvell Technology πΎβ‘ $MU Micron Technology πβ $NBIS Nebius Group β‘π $IREN Iris Energy π€π§© $PATH UiPath ππ§Ύ $LMND Lemonade ππ§ $XPEV XPeng π©π‘ $KTOS Kratos Defense & Security Solutions π°πΉ $AVAV AeroVironment"
[X Link](https://x.com/NRiyaud98662/status/2008332805231509714) 2026-01-06T00:20Z [---] followers, [---] engagements
"@TheLongInvest Same for $HIMS $OSCR $ETH $ASTS for 1000"
[X Link](https://x.com/NRiyaud98662/status/2020443251476509129) 2026-02-08T10:23Z [---] followers, [----] engagements
"$OSCR Here are a few highlights from Oscars latest earnings call as reported this week. π FY25 revenue: Increased to approximately $11.7B up 28% year-over-year π FY25 SG&A expense ratio: 17.5% improved approximately [---] basis points year-over-year In addition as of February https://t.co/Ut5QTUpGqy Here are a few highlights from Oscars latest earnings call as reported this week. π FY25 revenue: Increased to approximately $11.7B up 28% year-over-year π FY25 SG&A expense ratio: 17.5% improved approximately [---] basis points year-over-year In addition as of February https://t.co/Ut5QTUpGqy"
[X Link](https://x.com/anyuser/status/2021592172693279039) 2026-02-11T14:28Z [---] followers, [---] engagements
"$APP $PLTR β
66% β
Margin 84% β
Rule of [---] π΅π»βDCA Saas Rule of [---] π [--] πΉπΉπΉ"
[X Link](https://x.com/anyuser/status/2022225690012397770) 2026-02-13T08:25Z [---] followers, [---] engagements
"$QQQ New Low TF Week Confirm 2024-2025 - EMA8 EMA21 - TF day $QQQ EMA200 Retest - $SPY Pattern Fed May [----] May [----]. NFA https://twitter.com/i/web/status/2022558521875939834 https://twitter.com/i/web/status/2022558521875939834"
[X Link](https://x.com/anyuser/status/2022558521875939834) 2026-02-14T06:28Z [---] followers, [--] engagements
"$NFLX TF week EMA200 RSI [--] RSI [----] . MACD EMA200 WBD Timeline Q1 [----] 3"
[X Link](https://x.com/anyuser/status/2022574567177490801) 2026-02-14T07:32Z [---] followers, [--] engagements
"$APP $DUOL $IREN [--] stocks with 30% net profit margins (cash machines β
): $NVDA $APP $AVGO $DUOL $TSM $GOOG $PLTR $IIPR $FUTU $EXEL $GMAB $CHKP $PANW $META $IREN $LLY $MSFT $TCOM $ANET $HOOD $MA $EXOD $DOCS $GSL $PSA $MU $VICI $NVO $V $KLAC Some of my favorites are on here https://t.co/XycQosYlo1 [--] stocks with 30% net profit margins (cash machines β
): $NVDA $APP $AVGO $DUOL $TSM $GOOG $PLTR $IIPR $FUTU $EXEL $GMAB $CHKP $PANW $META $IREN $LLY $MSFT $TCOM $ANET $HOOD $MA $EXOD $DOCS $GSL $PSA $MU $VICI $NVO $V $KLAC Some of my favorites are on here https://t.co/XycQosYlo1"
[X Link](https://x.com/anyuser/status/2022634691715826051) 2026-02-14T11:31Z [---] followers, [---] engagements
"$APP $DUOL $IREN [--] stocks with 30% net profit margins (cash machines β
): $NVDA $APP $AVGO $DUOL $TSM $GOOG $PLTR $IIPR $FUTU $EXEL $GMAB $CHKP $PANW $META $IREN $LLY $MSFT $TCOM $ANET $HOOD $MA $EXOD $DOCS $GSL $PSA $MU $VICI $NVO $V $KLAC Some of my favorites are on here https://t.co/XycQosYlo1 [--] stocks with 30% net profit margins (cash machines β
): $NVDA $APP $AVGO $DUOL $TSM $GOOG $PLTR $IIPR $FUTU $EXEL $GMAB $CHKP $PANW $META $IREN $LLY $MSFT $TCOM $ANET $HOOD $MA $EXOD $DOCS $GSL $PSA $MU $VICI $NVO $V $KLAC Some of my favorites are on here https://t.co/XycQosYlo1"
[X Link](https://x.com/anyuser/status/2022634691715826051) 2026-02-14T11:31Z [---] followers, [---] engagements
"30 stocks with 30% net profit margins (cash machines β
): $NVDA $APP $AVGO $DUOL $TSM $GOOG $PLTR $IIPR $FUTU $EXEL $GMAB $CHKP $PANW $META $IREN $LLY $MSFT $TCOM $ANET $HOOD $MA $EXOD $DOCS $GSL $PSA $MU $VICI $NVO $V $KLAC Some of my favorites are on here"
[X Link](https://x.com/anyuser/status/2022431840250843568) 2026-02-13T22:05Z 26.8K followers, 12.1K engagements
"π΅π»β () β
Lab Trump β
= β
Supply = β
4.5% 2% β Fed Fed Fed 2% β€π₯ 2% . = [--] . 4-5% 5% π€ͺ 2% Organic β
β
. β
Trump π΅π»β 2% 5% . Asset S&P [---] Nasdaq Gold Silver BTC"
[X Link](https://x.com/anyuser/status/2022620420466524211) 2026-02-14T10:34Z [---] followers, [--] engagements
"Samsung [--] Global ranking of the most profitable companies in the world (Mag [--] vs. World) Projections for 2025-2026-2027 (Operating Income). #1: $NVDA (USA 4.4T MC) $135.0B - $186.5B - $240.1 Billion #2: Samsung Electronics (Korea $820B MC) $30.2B - $170B - $226.7 https://t.co/IoPR5qhNAO Global ranking of the most profitable companies in the world (Mag [--] vs. World) Projections for 2025-2026-2027 (Operating Income). #1: $NVDA (USA 4.4T MC) $135.0B - $186.5B - $240.1 Billion #2: Samsung Electronics (Korea $820B MC) $30.2B - $170B - $226.7 https://t.co/IoPR5qhNAO"
[X Link](https://x.com/anyuser/status/2022618394097528887) 2026-02-14T10:26Z [---] followers, [--] engagements
"Global ranking of the most profitable companies in the world (Mag [--] vs. World) Projections for 2025-2026-2027 (Operating Income). #1: $NVDA (USA 4.4T MC) $135.0B - $186.5B - $240.1 Billion #2: Samsung Electronics (Korea $820B MC) $30.2B - $170B - $226.7 Billion #3 $MSFT (USA $2.9T MC) $128.5B - 153.0B - $181.5 Billion #4 $GOOGL (USA $3.7T MC) $129.0B - $142.0B - $173.0B #4 Sk Hynix (Korea $410B MC) $32.7B - $124B - $161.0 Billion #5 $APPL (USA $3.76T MC) $133.1B - $146.0B - $160.5B #6 $AMZN (USA $2.13T MC) $80.0B - $105.0B - $136.5B #7 $Meta (USA $1.62T MC) $83.3 - $97.0B - $121.5B #8 $TSLA"
[X Link](https://x.com/anyuser/status/2022586015635157403) 2026-02-14T08:17Z 57.5K followers, 43.3K engagements
"$NFLX TF week EMA200 RSI [--] RSI [----] . MACD EMA200 WBD Timeline Q1 [----] 3"
[X Link](https://x.com/anyuser/status/2022574567177490801) 2026-02-14T07:32Z [---] followers, [--] engagements
"$QQQ New Low TF Week Confirm 2024-2025 - EMA8 EMA21 - TF day $QQQ EMA200 Retest - $SPY Pattern Fed May [----] May [----]. NFA https://twitter.com/i/web/status/2022558521875939834 https://twitter.com/i/web/status/2022558521875939834"
[X Link](https://x.com/anyuser/status/2022558521875939834) 2026-02-14T06:28Z [---] followers, [--] engagements
"π©Έ $HIMS $DUOL [--] - - [----] $HIMS 6.5B - - $DUOL app $HIMS GLP-1 - Disrupt [--] 4% 1.5% . Founder CEO [--] "
[X Link](https://x.com/anyuser/status/2022526019442479160) 2026-02-14T04:19Z [---] followers, [---] engagements
"$PLTR LLM OMG AI Agent Agentic AI $PLTR That's the dumbest thing I've heard in ages. AI and LLMs need a proper kitchen to cook real meals. Ontology integration is precisely that kitchen. Is this the bottom signal https://t.co/t4vTKsjVov $PLTR That's the dumbest thing I've heard in ages. AI and LLMs need a proper kitchen to cook real meals. Ontology integration is precisely that kitchen. Is this the bottom signal https://t.co/t4vTKsjVov"
[X Link](https://x.com/anyuser/status/2022226261167550625) 2026-02-13T08:28Z [---] followers, [---] engagements
"$PLTR That's the dumbest thing I've heard in ages. AI and LLMs need a proper kitchen to cook real meals. Ontology integration is precisely that kitchen. Is this the bottom signal $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance serving as the ultimate https://t.co/XGLRmO7rq8 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG"
[X Link](https://x.com/anyuser/status/2022180176201982459) 2026-02-13T05:24Z 52.9K followers, 15.7K engagements
"$APP $PLTR β
66% β
Margin 84% β
Rule of [---] π΅π»βDCA Saas Rule of [---] π [--] πΉπΉπΉ"
[X Link](https://x.com/anyuser/status/2022225690012397770) 2026-02-13T08:25Z [---] followers, [---] engagements
"$PLTR M-Burry Vol [--] πΉπ΅π»β = 80$"
[X Link](https://x.com/anyuser/status/2022213954924425505) 2026-02-13T07:39Z [---] followers, [---] engagements
"$NBIS π΄ 547%+ β
Data Center [--] β
Capacity 3.0gw β
Ebitda 24% β
ARR [----] 1.25B π©Έ Connect power π΅π»β"
[X Link](https://x.com/anyuser/status/2021925768419586397) 2026-02-12T12:34Z [---] followers, [---] engagements
"Patienlly wait for next earnning $DUOL $DUOL #1 in education is not too shabby. #38 in all categories aint bad either. https://t.co/X2XOn6tjs9 $DUOL #1 in education is not too shabby. #38 in all categories aint bad either. https://t.co/X2XOn6tjs9"
[X Link](https://x.com/anyuser/status/2021767281181962452) 2026-02-12T02:04Z [---] followers, [--] engagements
"$DUOL #1 in education is not too shabby. #38 in all categories aint bad either. $DUOL is down 80% from the highs and 25% below IPO. Meanwhile App Store rankings are up in the past few months. https://t.co/rB7Koaguf4 $DUOL is down 80% from the highs and 25% below IPO. Meanwhile App Store rankings are up in the past few months. https://t.co/rB7Koaguf4"
[X Link](https://x.com/anyuser/status/2021702268957888824) 2026-02-11T21:45Z [----] followers, [----] engagements
"Thats interesting π¨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): https://t.co/Hvp128ljjP π¨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026):"
[X Link](https://x.com/anyuser/status/2021651285775462530) 2026-02-11T18:23Z [---] followers, [--] engagements
"π¨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): 64.1x Credo ( $CRDO ) -15% YTD PE(2026): 43.7x Lumentum ( $LITE ) 18% YTD PE(2026): 74.0x Layer [--]. AI Chips and Fabs: Nvidia ( $NVDA ) 1% YTD PE(2026): 40.2x Alibaba ( $BABA ) 15% YTD PE(2026): 11x TSMC ( $TSM ) 11% YTD PE(2026): 23.6x Baidu ( $BIDU ) 15% YTD PE(2026): 4.6x Layer [--]. Cybersecurity and Edge AI: Cloudflare ("
[X Link](https://x.com/anyuser/status/2018352766284927343) 2026-02-02T15:56Z [----] followers, [----] engagements
"$OSCR Here are a few highlights from Oscars latest earnings call as reported this week. π FY25 revenue: Increased to approximately $11.7B up 28% year-over-year π FY25 SG&A expense ratio: 17.5% improved approximately [---] basis points year-over-year In addition as of February https://t.co/Ut5QTUpGqy Here are a few highlights from Oscars latest earnings call as reported this week. π FY25 revenue: Increased to approximately $11.7B up 28% year-over-year π FY25 SG&A expense ratio: 17.5% improved approximately [---] basis points year-over-year In addition as of February https://t.co/Ut5QTUpGqy"
[X Link](https://x.com/anyuser/status/2021592172693279039) 2026-02-11T14:28Z [---] followers, [---] engagements
"Welcome to my Top3 position soon. $NBIS Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents. Read the PR: https://t.co/ZMGy9XxQob Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents. Read the PR:"
[X Link](https://x.com/anyuser/status/2021380943639183732) 2026-02-11T00:29Z [---] followers, [---] engagements
"Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents. Read the PR: https://nebius.com/newsroom/nebius-announces-agreement-to-acquire-tavily-to-add-agentic-search-to-its-ai-cloud-platform https://nebius.com/newsroom/nebius-announces-agreement-to-acquire-tavily-to-add-agentic-search-to-its-ai-cloud-platform"
[X Link](https://x.com/anyuser/status/2021230412555591868) 2026-02-10T14:30Z 22.4K followers, 142.9K engagements
"i will buy more soon $NBIS $NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer. https://t.co/zGHmo7LsVb $NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer. https://t.co/zGHmo7LsVb"
[X Link](https://x.com/anyuser/status/2021254602210017677) 2026-02-10T16:07Z [---] followers, [--] engagements
"$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer"
[X Link](https://x.com/anyuser/status/2021233783429632328) 2026-02-10T14:44Z 347.7K followers, 76.5K engagements
"Will Smith eating spaghetti is the true test of AI $msft $goog $meta $nvda"
[X Link](https://x.com/anyuser/status/2020583709741883666) 2026-02-08T19:41Z 138.5K followers, 13M engagements
"$TSLA is my top position Tesla Semi's total cost of ownership destroys diesel economics Electricity costs 60-70% less than diesel per mile Near-zero maintenance (no diesel aftertreatment fewer moving parts) Remote diagnostics = maximized uptime OTA updates = continuous improvements https://t.co/g8m3KkAEWw Tesla Semi's total cost of ownership destroys diesel economics Electricity costs 60-70% less than diesel per mile Near-zero maintenance (no diesel aftertreatment fewer moving parts) Remote diagnostics = maximized uptime OTA updates = continuous improvements https://t.co/g8m3KkAEWw"
[X Link](https://x.com/anyuser/status/2020683892236411267) 2026-02-09T02:19Z [---] followers, [--] engagements
"Tesla Semi's total cost of ownership destroys diesel economics Electricity costs 60-70% less than diesel per mile Near-zero maintenance (no diesel aftertreatment fewer moving parts) Remote diagnostics = maximized uptime OTA updates = continuous improvements Operators will spend less time at service centers and more time on the road The numbers: Electricity: $0.15-0.25/mile Diesel: $0.50-0.70/mile Fleet operators achieve positive ROI before their standard diesel replacement cycle https://twitter.com/i/web/status/2020567197400399982 https://twitter.com/i/web/status/2020567197400399982"
[X Link](https://x.com/anyuser/status/2020567197400399982) 2026-02-08T18:35Z 142.7K followers, 6.1M engagements
"Time for $SMR Nuclear power generation in Germany and China https://t.co/n8qQi9of64 Nuclear power generation in Germany and China https://t.co/n8qQi9of64"
[X Link](https://x.com/anyuser/status/2020657458277167315) 2026-02-09T00:34Z [---] followers, [---] engagements
"Nuclear power generation in Germany and China"
[X Link](https://x.com/anyuser/status/2020507001298846108) 2026-02-08T14:36Z 5M followers, 143.8K engagements
"it will change the world"
[X Link](https://x.com/anyuser/status/2020508952182608156) 2026-02-08T14:44Z [---] followers, [--] engagements
"Showing up at work after building OpenClaw Ultron"
[X Link](https://x.com/anyuser/status/2020194880610529705) 2026-02-07T17:56Z 1.1M followers, 238.6K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@NRiyaud98662 Nonpawit RiyaudNonpawit Riyaud posts on X about ai, $goog, $baba, $nvda the most. They currently have [---] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks technology brands finance automotive brands countries cryptocurrencies celebrities fashion brands
Social topic influence ai, $goog, $baba, $nvda, $nvo, $mu, $amd, $duol, baba, $asts
Top accounts mentioned or mentioned by @stocksavvyshay @speculatorio @gunnerw77092164 @tavilyai @nataninvesting @wealthmatica @investingvisual @kjuice29 @shaiwininger @jukan05 @rftylerpage @tesla @baoshaoshan @thelonginvest
Top assets mentioned Alphabet Inc Class A (GOOGL) Alibaba Group (BABA) NVIDIA Corp. (NVDA) Novo-Nordisk (NVO) Micron Technology, Inc. (MU) Advanced Micro Devices (AMD) Duolingo, Inc. (DUOL) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Palantir Technologies Inc. (PLTR) TransMedics Group, Inc. Common Stock (TMDX) Broadcom, Inc. (AVGO) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Metadium (META) UiPath, Inc. (PATH) Microsoft Corp. (MSFT) GitLab Inc. (GTLB) RAI Finance (SOFI) AppLovin Corporation (APP) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) SPDR S&P [---] ETF Trust (SPY) Marvell Technology Inc (MRVL) Mastercard, Inc. (MA) Taiwan Semiconductor (TSM) MongoDB, Inc. (MDB) Oscar Health, Inc. (OSCR) Innovative Industrial Properties, Inc. Common stock (IIPR) Check Point Software Technologies Ltd (CHKP) Arista Networks Inc (ANET) Palo Alto Networks Inc (PANW) Robinhood Markets, Inc. (HOOD) Exelixis Inc (EXEL) Eli Lilly and Company (LLY) EXODUS MOVEMENT INC A (EXOD) Doximity, Inc. (DOCS) Public Storage (PSA) VICI Properties, Inc. (VICI) KLA Corp (KLAC) Axon Enterprise, Inc. (AXON) Intel Corporation (INTC) PayPal Holdings Inc (PYPL) Cipher Mining Inc. Common Stock (CIFR) Lemonade, Inc. (LMND) XPENG INC. (XPEV) Hims & Hers Health, Inc. (HIMS) Netflix Inc (NFLX)
Top posts by engagements in the last [--] hours
"2025 Stock is my favorite. $AMD $BABA $MU $NU $TMDX $HIMS"
X Link 2024-12-27T02:44Z [--] followers, [---] engagements
"Wait and see under valuestock on Jan [----] $AMD $BABA $MDB $OKTA"
X Link 2025-01-08T12:36Z [--] followers, [---] engagements
"Waiting for CPI today $SPY $TMDX $AMD"
X Link 2025-01-15T06:07Z [--] followers, [---] engagements
"Here is favorite growth stock to in [----] Semiconductor $AMD $NVDA China $PDD $BABA AI $OKTA $MDB $SNOW Space $RKLB $ASTS"
X Link 2025-01-18T02:09Z [--] followers, [---] engagements
"Investor plan after Monday πBull AI : $SNOW $OKTA $MDB $GTLB Fin : $NU Space : $ASTS Semi : $AMD China : $BABA $PDD πBear Mag7 : $NVDA $GOOG AI : $SNOW $OKTA $MDB China : $BABA"
X Link 2025-01-19T07:07Z [--] followers, [---] engagements
"$NVO is bullish patiently waiting for [--] months π€ͺ"
X Link 2025-01-24T12:57Z [--] followers, [--] engagements
"My Top [--] stocks portfolio [----] [--]. $NVO [--]. $AMD [--]. $BABA [--]. $PDD [--]. $GOOG [--]. $AMZN [--]. $AVGO [--]. $RKLB [--]. $ASTS [--]. $TMDX [--]. $MU [--]. $GTLB [--]. $NIO"
X Link 2025-02-02T12:24Z [--] followers, [---] engagements
"@nataninvesting Why you chose $PYPL $HOOD instead of $SOFI or any Big Bank $JPM "
X Link 2025-02-02T17:38Z [--] followers, [---] engagements
"Portfolio: 13.2% l Novo Nordisk $NVO 10.5% Alibaba $BABA 9.5% Alphabet 8.7% Pinduoduo $PDD 8.6% Micron Technology $MU 7.7% Rocket Lab $RKLb 7.4% $AMD 6.7% AST Spacemobile $ASTS 5.9% Amazon $AMZN 5.6% Gitlab $GTLB 5.6% Transmedics $TMDX 5.0% Nio $NIO"
X Link 2025-02-08T02:35Z [--] followers, [----] engagements
"What do you think about AI Inference market which bullish for $AMD and $MU in 2025"
X Link 2025-02-09T06:48Z [--] followers, [--] engagements
"@wealthmatica why do you confident $OKTA"
X Link 2025-02-12T16:04Z [--] followers, [---] engagements
"@StockSavvyShay What do you think about short report for $RKLB and earning report"
X Link 2025-02-27T02:51Z [--] followers, [---] engagements
"YTD : +6.2% As of [--] Feb 13.1% Pinduoduo $PDD 12.5% l Novo Nordisk $NVO 12.2% Alibaba $BABA 10.8% Micron $MU 9.2% $AMD 8.8% Alphabet $GOOG 6.6% Rocket Lab $RKLb 6.2% AST Space $ASTS 5.6% Gitlab $GTLB 5.3% Transmedics $TMDX 5.3% Nio $NIO 4.3% l Sofi $SOFI"
X Link 2025-03-01T07:18Z [--] followers, [---] engagements
"YTD : +7.5% 13.5% Pinduoduo $PDD 12.6% Alibaba $BABA 11.9% Alphabet $GOOG 11.8% l Novo Nordisk $NVO 11.3% $AMD 10.5% Micron $MU 8.5% Tesla $TSLA 7.5% AST Space $ASTS 6% Rocket Lab $RKLB 6% Nio $NIO Sell : $TMDX $GTLB $SOFI"
X Link 2025-03-08T04:07Z [--] followers, [----] engagements
"Tariff except drug auto and semiconductor $TSLA $AMD $NVO"
X Link 2025-04-03T03:45Z [---] followers, [---] engagements
"@StockSavvyShay Agree $CRWD and $AXON"
X Link 2025-05-11T12:00Z [---] followers, [----] engagements
"πΌ MAG7 Future Angels Big Tech stocks are creating a "new world"π€π $MFST $AMZN $GOOG $META $APPL $NVDA $TSLA π Global users' time platform π’ Data Center & Cloud Infrastructure π§ AI Revolution β Quantum Computing π€ Robot & Automation The Energy group is also interesting"
X Link 2025-06-14T07:09Z [---] followers, [---] engagements
"Goodbye $AMD"
X Link 2025-08-06T01:48Z [---] followers, [--] engagements
"@InvestingVisual $isrg $tsla $axon is my top position"
X Link 2025-10-06T12:57Z [---] followers, [---] engagements
"$BABA is 122$ Overnight marketπππ"
X Link 2025-02-13T05:24Z [---] followers, [---] engagements
"YTD : +12% Portfolio as of [--] Feb 12% Alibaba $BABA 11.3% l Novo Nordisk $NVO 10.9% $AMD 10.6% Pinduoduo $PDD 9.6% Micron $MU 9% Alphabet $GOOG 8.1% Rocket Lab $RKLb 7.7% AST Space $ASTS 5.3% Transmedics $TMDX 5.1% Nio $NIO 5.1% l Sofi $SOFI 5% Gitlab $GTLB"
X Link 2025-02-15T06:31Z [--] followers, [----] engagements
"@Speculator_io its just the beginning of AI chip era π¬ $AMD $INTC $AVGO and $MRVL will provide their ship to customer while $NVDA slow delivery blackwell its not same story like Visa and Mastercard in AI chip business"
X Link 2025-02-16T03:30Z [--] followers, [---] engagements
"Stock i buy this week $SOFI (new position) $AMD (position) $MU (position) $RKLB (position) $PDD (position)"
X Link 2025-02-16T04:12Z [--] followers, [---] engagements
"@KJuice29 @Speculator_io its undervalue like ASML"
X Link 2025-02-16T12:08Z [--] followers, [--] engagements
"@GunnerW77092164 Why you hold both of $SOFI and $PYPL"
X Link 2025-02-19T03:16Z [--] followers, [---] engagements
"@GunnerW77092164 just wanna understand [--] fintech company im hold only $SOFI but $PYPL is my watchlist"
X Link 2025-02-20T04:57Z [--] followers, [---] engagements
"@StockSavvyShay $ONDS $RR"
X Link 2025-11-08T14:11Z [---] followers, [----] engagements
"@shai_wininger do you have a plan for robotic industry"
X Link 2025-11-24T14:21Z [---] followers, [---] engagements
"@StockSavvyShay why $DUOL is bounceback"
X Link 2025-12-14T13:19Z [---] followers, [---] engagements
"β
S&P [---] ATH [----] [--] Trump S&P500 = [----] ππππ πSanta Rally $SPY"
X Link 2025-12-24T16:39Z [---] followers, [--] engagements
"@jukan05 if TPU is cheaper than their own chip its good chioce for $META and Hock Tan (Avgo CEO Board of Meta)"
X Link 2026-01-04T08:03Z [---] followers, [----] engagements
"$CIFR [----] Year of Execution $CIFR @rftylerpage returned from the holidays to wow prospective institutional investors at the 28th Annual Needham Growth Conference My favorite parts of the interview in chronological order: * [---] MW of power actively being negotiated with [----] Year of Execution $CIFR @rftylerpage returned from the holidays to wow prospective institutional investors at the 28th Annual Needham Growth Conference My favorite parts of the interview in chronological order: * [---] MW of power actively being negotiated with"
X Link 2026-01-14T05:24Z [---] followers, [---] engagements
"$PATH power by Claude [---] Why $PATH is down They are winning but the market has blinders on. Yes it can be that simple. As Peter Lynch has explained it doesn't matter if "one hundred out of one hundred analysts who looked at a stock would find it a good deal" if no one is looking at the stock. https://t.co/acZCKpbIZz Why $PATH is down They are winning but the market has blinders on. Yes it can be that simple. As Peter Lynch has explained it doesn't matter if "one hundred out of one hundred analysts who looked at a stock would find it a good deal" if no one is looking at the stock."
X Link 2026-01-16T05:19Z [---] followers, [---] engagements
"Dont need to wait until [----] You will see strong growth in the next earning [----] Agree with New price for Saas company ill change by Agentic AI $PATH $NOW $APP $ADBE $ZETA https://t.co/GxqKSqy1Dd https://t.co/GxqKSqy1Dd"
X Link 2026-01-18T04:50Z [---] followers, [---] engagements
"$DUOL my position loss -50% is it the bottom of green owl"
X Link 2026-01-18T04:58Z [---] followers, [--] engagements
"$PATH is company 8B with 300M free cash flow too. Saas is dead A few thoughts on Duolingo. - Course content is a commodity there is endless course content in existence - An engagement engine that has had [----] a/b tests streaks ladders notifications and adaptive difficulty is not a commodity and Duolingo leads in this by a wide https://t.co/WTLCTtLS28 A few thoughts on Duolingo. - Course content is a commodity there is endless course content in existence - An engagement engine that has had [----] a/b tests streaks ladders notifications and adaptive difficulty is not a commodity and Duolingo"
X Link 2026-01-18T05:06Z [---] followers, [---] engagements
"$MU plan to be a great partner with $TSM after accuire Taiwan fab"
X Link 2026-01-18T23:41Z [---] followers, [--] engagements
"$MSFT $TSLA Good trend for openai did they ready to loss 134B to Elon πΉπΉ OpenAI CFO Sarah Friar says OpenAI is now at $20B+ ARR & ties it to available compute. Compute scaled 3x YoY from [---] GW in [----] to [---] GW in [----] to [---] GW in [----] while ARR tracked the same curve from $2B to $6B to $20B+ More Compute = More Adoption = More Monetization https://t.co/mMUkb4RXpr OpenAI CFO Sarah Friar says OpenAI is now at $20B+ ARR & ties it to available compute. Compute scaled 3x YoY from [---] GW in [----] to [---] GW in [----] to [---] GW in [----] while ARR tracked the same curve from $2B to $6B to $20B+ More"
X Link 2026-01-19T06:28Z [---] followers, [--] engagements
"Bullish for $IREN $CIFR and every bitcoin miner who owned land electric and how to set up data center $IREN $CIFR The ban on gas turbines for xAI provides a massive tailwind for $IREN and its green generation. Elon Musks xAI wont be able to use natural gas-burning turbines to build out its future data centers like it did in Memphis following an EPA rule update this week. https://t.co/LvJ81z8LFI $IREN $CIFR The ban on gas turbines for xAI provides a massive tailwind for $IREN and its green generation. Elon Musks xAI wont be able to use natural gas-burning turbines to build out its future data"
X Link 2026-01-19T11:42Z [---] followers, [---] engagements
"Note for next VDO :D $MELI $SE $JMIA Fastest growing e-commerce players π Carvana $CVNA Vertically integrated auto marketplace with logistics and financing moat; scaling profitably faster than peers. NTM growth 33.5%. MercadoLibre $MELI Regional super-app leader combining commerce payments and credit; strong https://t.co/GnAjOpc0MH Fastest growing e-commerce players π Carvana $CVNA Vertically integrated auto marketplace with logistics and financing moat; scaling profitably faster than peers. NTM growth 33.5%. MercadoLibre $MELI Regional super-app leader combining commerce payments and"
X Link 2026-01-19T13:12Z [---] followers, [---] engagements
"Agree for basic and daily job $PATH Anthropic CEO: "Software Engineering Will Be Automatable in [--] Months". yea were cooked. https://t.co/6lcD0CJxEW Anthropic CEO: "Software Engineering Will Be Automatable in [--] Months". yea were cooked. https://t.co/6lcD0CJxEW"
X Link 2026-01-21T13:08Z [---] followers, [---] engagements
"$AMD beat $INTC in CPU wars"
X Link 2026-01-21T13:20Z [---] followers, [--] engagements
"Game over for insurance market $LMND In a few days we will launch the first iteration of our next-gen car insurance designed from the ground up for self-driving cars and the new generation of smarter safer EVs. This first version brings native FSD support allowing owners to instantly connect their @Tesla to the https://t.co/MtHlmbqVUO In a few days we will launch the first iteration of our next-gen car insurance designed from the ground up for self-driving cars and the new generation of smarter safer EVs. This first version brings native FSD support allowing owners to instantly connect their"
X Link 2026-01-21T14:36Z [---] followers, [--] engagements
"$PATH is the next Monopoly In December $PATH revealed their "Unified Canvas" at their Fusion Conference. Basically this is a developers wet dream. Instead of context switching between different tools and human testing automation developers can now build test and iterate in one simplified workspace. https://t.co/g8wz8ZRkvh In December $PATH revealed their "Unified Canvas" at their Fusion Conference. Basically this is a developers wet dream. Instead of context switching between different tools and human testing automation developers can now build test and iterate in one simplified workspace."
X Link 2026-01-27T16:33Z [---] followers, [---] engagements
"Capture $ASML 100% πΉπ BREAKING: $ASML reports [---] billion total net sales gross margin of 52.2% and [---] billion net income in Q4 [----] and full-year [----] total net sales of [----] billion gross margin of 52.8% and net income of [---] billion. https://t.co/5QbK2qdsdB BREAKING: $ASML reports [---] billion total net sales gross margin of 52.2% and [---] billion net income in Q4 [----] and full-year [----] total net sales of [----] billion gross margin of 52.8% and net income of [---] billion. https://t.co/5QbK2qdsdB"
X Link 2026-01-28T08:45Z [---] followers, [--] engagements
"$MSFT always has strong financial risk or opportunity $MSFT $ORCL vs new AI cloud stocks $CRWV $IREN $NBIS What's the best opportunity / mis-priced stock right now https://t.co/GGIlrrbcMc $MSFT $ORCL vs new AI cloud stocks $CRWV $IREN $NBIS What's the best opportunity / mis-priced stock right now https://t.co/GGIlrrbcMc"
X Link 2026-01-30T07:56Z [---] followers, [--] engagements
"Power is not enough for AI $MFST $AMZN $GOOG China electricity generation is still growing super fast with solar being the largest incremental contributor and will exceed America by a factor of 3X either this year or next China electricity generation is still growing super fast with solar being the largest incremental contributor and will exceed America by a factor of 3X either this year or next"
X Link 2026-02-01T03:28Z [---] followers, [--] engagements
"Big Opportunity for Solar company $TSLA $TE $FSLR Solar is not A source of energy it is THE source of energy Solar is not A source of energy it is THE source of energy"
X Link 2026-02-01T12:04Z [---] followers, [---] engagements
"Interesting $AMZN No copper = no AI - Amazon signed a 2-year supply contract to source copper - The project would produce [--] kt of copper cathode over [--] years - Thats not even enough to build one large data center This has never been done before but it shows that we have entered a new era. https://t.co/WJ7C1qHxeK No copper = no AI - Amazon signed a 2-year supply contract to source copper - The project would produce [--] kt of copper cathode over [--] years - Thats not even enough to build one large data center This has never been done before but it shows that we have entered a new era."
X Link 2026-02-01T17:00Z [---] followers, [--] engagements
"$AMD Welcome to 1T Club [----] Cathie Wood bought $29M of $AMD today https://t.co/3OI7k4PylW Cathie Wood bought $29M of $AMD today https://t.co/3OI7k4PylW"
X Link 2026-02-05T01:19Z [---] followers, [---] engagements
"$PATH Saas = AI Company $path just acquired agentic AI company WorkFusion to strengthen its automation solution for AML and KYC operations in financial services. This is another step towards the company verticalizing its business which is paramount in the AI era. As software investor Orlando Bravo https://t.co/8SB8C0qchV $path just acquired agentic AI company WorkFusion to strengthen its automation solution for AML and KYC operations in financial services. This is another step towards the company verticalizing its business which is paramount in the AI era. As software investor Orlando Bravo"
X Link 2026-02-07T04:50Z [---] followers, [---] engagements
"China Robot is massive $XPEV China is running the EV playbook on humanoid robots and its working Chinese companies control 90% of the humanoid robot market dominating the technology that will reshape manufacturing and labor. The West is barely competing #China #techwar #chips #tech @baoshaoshan https://t.co/RvTGLelQrI China is running the EV playbook on humanoid robots and its working Chinese companies control 90% of the humanoid robot market dominating the technology that will reshape manufacturing and labor. The West is barely competing #China #techwar #chips #tech @baoshaoshan"
X Link 2026-02-07T07:11Z [---] followers, [--] engagements
"$META $AMZN its incredible. now my clawdbot lives in my ray-ban meta glasses so i can just buy whatever im looking at https://t.co/gWrijyTRhE now my clawdbot lives in my ray-ban meta glasses so i can just buy whatever im looking at https://t.co/gWrijyTRhE"
X Link 2026-02-08T08:25Z [---] followers, [--] engagements
"β€π₯10 [----] πβ $AMZN Amazon π§ π $MRVL Marvell Technology πΎβ‘ $MU Micron Technology πβ $NBIS Nebius Group β‘π $IREN Iris Energy π€π§© $PATH UiPath ππ§Ύ $LMND Lemonade ππ§ $XPEV XPeng π©π‘ $KTOS Kratos Defense & Security Solutions π°πΉ $AVAV AeroVironment"
X Link 2026-01-06T00:20Z [---] followers, [---] engagements
"@TheLongInvest Same for $HIMS $OSCR $ETH $ASTS for 1000"
X Link 2026-02-08T10:23Z [---] followers, [----] engagements
"$OSCR Here are a few highlights from Oscars latest earnings call as reported this week. π FY25 revenue: Increased to approximately $11.7B up 28% year-over-year π FY25 SG&A expense ratio: 17.5% improved approximately [---] basis points year-over-year In addition as of February https://t.co/Ut5QTUpGqy Here are a few highlights from Oscars latest earnings call as reported this week. π FY25 revenue: Increased to approximately $11.7B up 28% year-over-year π FY25 SG&A expense ratio: 17.5% improved approximately [---] basis points year-over-year In addition as of February https://t.co/Ut5QTUpGqy"
X Link 2026-02-11T14:28Z [---] followers, [---] engagements
"$APP $PLTR β
66% β
Margin 84% β
Rule of [---] π΅π»βDCA Saas Rule of [---] π [--] πΉπΉπΉ"
X Link 2026-02-13T08:25Z [---] followers, [---] engagements
"$QQQ New Low TF Week Confirm 2024-2025 - EMA8 EMA21 - TF day $QQQ EMA200 Retest - $SPY Pattern Fed May [----] May [----]. NFA https://twitter.com/i/web/status/2022558521875939834 https://twitter.com/i/web/status/2022558521875939834"
X Link 2026-02-14T06:28Z [---] followers, [--] engagements
"$NFLX TF week EMA200 RSI [--] RSI [----] . MACD EMA200 WBD Timeline Q1 [----] 3"
X Link 2026-02-14T07:32Z [---] followers, [--] engagements
"$APP $DUOL $IREN [--] stocks with 30% net profit margins (cash machines β
): $NVDA $APP $AVGO $DUOL $TSM $GOOG $PLTR $IIPR $FUTU $EXEL $GMAB $CHKP $PANW $META $IREN $LLY $MSFT $TCOM $ANET $HOOD $MA $EXOD $DOCS $GSL $PSA $MU $VICI $NVO $V $KLAC Some of my favorites are on here https://t.co/XycQosYlo1 [--] stocks with 30% net profit margins (cash machines β
): $NVDA $APP $AVGO $DUOL $TSM $GOOG $PLTR $IIPR $FUTU $EXEL $GMAB $CHKP $PANW $META $IREN $LLY $MSFT $TCOM $ANET $HOOD $MA $EXOD $DOCS $GSL $PSA $MU $VICI $NVO $V $KLAC Some of my favorites are on here https://t.co/XycQosYlo1"
X Link 2026-02-14T11:31Z [---] followers, [---] engagements
"$APP $DUOL $IREN [--] stocks with 30% net profit margins (cash machines β
): $NVDA $APP $AVGO $DUOL $TSM $GOOG $PLTR $IIPR $FUTU $EXEL $GMAB $CHKP $PANW $META $IREN $LLY $MSFT $TCOM $ANET $HOOD $MA $EXOD $DOCS $GSL $PSA $MU $VICI $NVO $V $KLAC Some of my favorites are on here https://t.co/XycQosYlo1 [--] stocks with 30% net profit margins (cash machines β
): $NVDA $APP $AVGO $DUOL $TSM $GOOG $PLTR $IIPR $FUTU $EXEL $GMAB $CHKP $PANW $META $IREN $LLY $MSFT $TCOM $ANET $HOOD $MA $EXOD $DOCS $GSL $PSA $MU $VICI $NVO $V $KLAC Some of my favorites are on here https://t.co/XycQosYlo1"
X Link 2026-02-14T11:31Z [---] followers, [---] engagements
"30 stocks with 30% net profit margins (cash machines β
): $NVDA $APP $AVGO $DUOL $TSM $GOOG $PLTR $IIPR $FUTU $EXEL $GMAB $CHKP $PANW $META $IREN $LLY $MSFT $TCOM $ANET $HOOD $MA $EXOD $DOCS $GSL $PSA $MU $VICI $NVO $V $KLAC Some of my favorites are on here"
X Link 2026-02-13T22:05Z 26.8K followers, 12.1K engagements
"π΅π»β () β
Lab Trump β
= β
Supply = β
4.5% 2% β Fed Fed Fed 2% β€π₯ 2% . = [--] . 4-5% 5% π€ͺ 2% Organic β
β
. β
Trump π΅π»β 2% 5% . Asset S&P [---] Nasdaq Gold Silver BTC"
X Link 2026-02-14T10:34Z [---] followers, [--] engagements
"Samsung [--] Global ranking of the most profitable companies in the world (Mag [--] vs. World) Projections for 2025-2026-2027 (Operating Income). #1: $NVDA (USA 4.4T MC) $135.0B - $186.5B - $240.1 Billion #2: Samsung Electronics (Korea $820B MC) $30.2B - $170B - $226.7 https://t.co/IoPR5qhNAO Global ranking of the most profitable companies in the world (Mag [--] vs. World) Projections for 2025-2026-2027 (Operating Income). #1: $NVDA (USA 4.4T MC) $135.0B - $186.5B - $240.1 Billion #2: Samsung Electronics (Korea $820B MC) $30.2B - $170B - $226.7 https://t.co/IoPR5qhNAO"
X Link 2026-02-14T10:26Z [---] followers, [--] engagements
"Global ranking of the most profitable companies in the world (Mag [--] vs. World) Projections for 2025-2026-2027 (Operating Income). #1: $NVDA (USA 4.4T MC) $135.0B - $186.5B - $240.1 Billion #2: Samsung Electronics (Korea $820B MC) $30.2B - $170B - $226.7 Billion #3 $MSFT (USA $2.9T MC) $128.5B - 153.0B - $181.5 Billion #4 $GOOGL (USA $3.7T MC) $129.0B - $142.0B - $173.0B #4 Sk Hynix (Korea $410B MC) $32.7B - $124B - $161.0 Billion #5 $APPL (USA $3.76T MC) $133.1B - $146.0B - $160.5B #6 $AMZN (USA $2.13T MC) $80.0B - $105.0B - $136.5B #7 $Meta (USA $1.62T MC) $83.3 - $97.0B - $121.5B #8 $TSLA"
X Link 2026-02-14T08:17Z 57.5K followers, 43.3K engagements
"$NFLX TF week EMA200 RSI [--] RSI [----] . MACD EMA200 WBD Timeline Q1 [----] 3"
X Link 2026-02-14T07:32Z [---] followers, [--] engagements
"$QQQ New Low TF Week Confirm 2024-2025 - EMA8 EMA21 - TF day $QQQ EMA200 Retest - $SPY Pattern Fed May [----] May [----]. NFA https://twitter.com/i/web/status/2022558521875939834 https://twitter.com/i/web/status/2022558521875939834"
X Link 2026-02-14T06:28Z [---] followers, [--] engagements
"π©Έ $HIMS $DUOL [--] - - [----] $HIMS 6.5B - - $DUOL app $HIMS GLP-1 - Disrupt [--] 4% 1.5% . Founder CEO [--] "
X Link 2026-02-14T04:19Z [---] followers, [---] engagements
"$PLTR LLM OMG AI Agent Agentic AI $PLTR That's the dumbest thing I've heard in ages. AI and LLMs need a proper kitchen to cook real meals. Ontology integration is precisely that kitchen. Is this the bottom signal https://t.co/t4vTKsjVov $PLTR That's the dumbest thing I've heard in ages. AI and LLMs need a proper kitchen to cook real meals. Ontology integration is precisely that kitchen. Is this the bottom signal https://t.co/t4vTKsjVov"
X Link 2026-02-13T08:28Z [---] followers, [---] engagements
"$PLTR That's the dumbest thing I've heard in ages. AI and LLMs need a proper kitchen to cook real meals. Ontology integration is precisely that kitchen. Is this the bottom signal $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG DATA analytics and let me share the secrets of Palantir in the most basic way Palantir has monopoly on Automated Governance serving as the ultimate https://t.co/XGLRmO7rq8 $PLTR valuation makes ZERO sense But then why do institutions keep buying it What do they know that you don't I work in BIG"
X Link 2026-02-13T05:24Z 52.9K followers, 15.7K engagements
"$APP $PLTR β
66% β
Margin 84% β
Rule of [---] π΅π»βDCA Saas Rule of [---] π [--] πΉπΉπΉ"
X Link 2026-02-13T08:25Z [---] followers, [---] engagements
"$PLTR M-Burry Vol [--] πΉπ΅π»β = 80$"
X Link 2026-02-13T07:39Z [---] followers, [---] engagements
"$NBIS π΄ 547%+ β
Data Center [--] β
Capacity 3.0gw β
Ebitda 24% β
ARR [----] 1.25B π©Έ Connect power π΅π»β"
X Link 2026-02-12T12:34Z [---] followers, [---] engagements
"Patienlly wait for next earnning $DUOL $DUOL #1 in education is not too shabby. #38 in all categories aint bad either. https://t.co/X2XOn6tjs9 $DUOL #1 in education is not too shabby. #38 in all categories aint bad either. https://t.co/X2XOn6tjs9"
X Link 2026-02-12T02:04Z [---] followers, [--] engagements
"$DUOL #1 in education is not too shabby. #38 in all categories aint bad either. $DUOL is down 80% from the highs and 25% below IPO. Meanwhile App Store rankings are up in the past few months. https://t.co/rB7Koaguf4 $DUOL is down 80% from the highs and 25% below IPO. Meanwhile App Store rankings are up in the past few months. https://t.co/rB7Koaguf4"
X Link 2026-02-11T21:45Z [----] followers, [----] engagements
"Thats interesting π¨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): https://t.co/Hvp128ljjP π¨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026):"
X Link 2026-02-11T18:23Z [---] followers, [--] engagements
"π¨20 AI COMPANIES IN MY BUY LIST: Layer [--]. ASICs (custom silicon) Broadcom ( $AVGO ) -4% YTD PE(2026): 32.2x Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Alphabet ( $GOOG ) 10% YTD PE(2026): 30.5x Layer [--]. AI InterConnects and Optics: Astera Labs ( $ALAB ) -9% YTD PE(2026): 64.1x Credo ( $CRDO ) -15% YTD PE(2026): 43.7x Lumentum ( $LITE ) 18% YTD PE(2026): 74.0x Layer [--]. AI Chips and Fabs: Nvidia ( $NVDA ) 1% YTD PE(2026): 40.2x Alibaba ( $BABA ) 15% YTD PE(2026): 11x TSMC ( $TSM ) 11% YTD PE(2026): 23.6x Baidu ( $BIDU ) 15% YTD PE(2026): 4.6x Layer [--]. Cybersecurity and Edge AI: Cloudflare ("
X Link 2026-02-02T15:56Z [----] followers, [----] engagements
"$OSCR Here are a few highlights from Oscars latest earnings call as reported this week. π FY25 revenue: Increased to approximately $11.7B up 28% year-over-year π FY25 SG&A expense ratio: 17.5% improved approximately [---] basis points year-over-year In addition as of February https://t.co/Ut5QTUpGqy Here are a few highlights from Oscars latest earnings call as reported this week. π FY25 revenue: Increased to approximately $11.7B up 28% year-over-year π FY25 SG&A expense ratio: 17.5% improved approximately [---] basis points year-over-year In addition as of February https://t.co/Ut5QTUpGqy"
X Link 2026-02-11T14:28Z [---] followers, [---] engagements
"Welcome to my Top3 position soon. $NBIS Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents. Read the PR: https://t.co/ZMGy9XxQob Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents. Read the PR:"
X Link 2026-02-11T00:29Z [---] followers, [---] engagements
"Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents. Read the PR: https://nebius.com/newsroom/nebius-announces-agreement-to-acquire-tavily-to-add-agentic-search-to-its-ai-cloud-platform https://nebius.com/newsroom/nebius-announces-agreement-to-acquire-tavily-to-add-agentic-search-to-its-ai-cloud-platform"
X Link 2026-02-10T14:30Z 22.4K followers, 142.9K engagements
"i will buy more soon $NBIS $NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer. https://t.co/zGHmo7LsVb $NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer. https://t.co/zGHmo7LsVb"
X Link 2026-02-10T16:07Z [---] followers, [--] engagements
"$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer"
X Link 2026-02-10T14:44Z 347.7K followers, 76.5K engagements
"Will Smith eating spaghetti is the true test of AI $msft $goog $meta $nvda"
X Link 2026-02-08T19:41Z 138.5K followers, 13M engagements
"$TSLA is my top position Tesla Semi's total cost of ownership destroys diesel economics Electricity costs 60-70% less than diesel per mile Near-zero maintenance (no diesel aftertreatment fewer moving parts) Remote diagnostics = maximized uptime OTA updates = continuous improvements https://t.co/g8m3KkAEWw Tesla Semi's total cost of ownership destroys diesel economics Electricity costs 60-70% less than diesel per mile Near-zero maintenance (no diesel aftertreatment fewer moving parts) Remote diagnostics = maximized uptime OTA updates = continuous improvements https://t.co/g8m3KkAEWw"
X Link 2026-02-09T02:19Z [---] followers, [--] engagements
"Tesla Semi's total cost of ownership destroys diesel economics Electricity costs 60-70% less than diesel per mile Near-zero maintenance (no diesel aftertreatment fewer moving parts) Remote diagnostics = maximized uptime OTA updates = continuous improvements Operators will spend less time at service centers and more time on the road The numbers: Electricity: $0.15-0.25/mile Diesel: $0.50-0.70/mile Fleet operators achieve positive ROI before their standard diesel replacement cycle https://twitter.com/i/web/status/2020567197400399982 https://twitter.com/i/web/status/2020567197400399982"
X Link 2026-02-08T18:35Z 142.7K followers, 6.1M engagements
"Time for $SMR Nuclear power generation in Germany and China https://t.co/n8qQi9of64 Nuclear power generation in Germany and China https://t.co/n8qQi9of64"
X Link 2026-02-09T00:34Z [---] followers, [---] engagements
"Nuclear power generation in Germany and China"
X Link 2026-02-08T14:36Z 5M followers, 143.8K engagements
"it will change the world"
X Link 2026-02-08T14:44Z [---] followers, [--] engagements
"Showing up at work after building OpenClaw Ultron"
X Link 2026-02-07T17:56Z 1.1M followers, 238.6K engagements
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