#  @PSInvestor Patient Investor Several companies are releasing their earnings reports, with some beating expectations, such as $TEM, $ALAB, $ZETA, and $HUBS. Others, like $IONQ and $EOSC, missed expectations. $FUBO's stock is experiencing significant activity, with a short squeeze possible and a potential boost in subscribers due to a dispute between $DIS and YouTube TV. ### Engagements: [-----] [#](/creator/twitter::1939813710056628224/interactions)  - [--] Week [------] -65% - [--] Month [-------] +94% - [--] Months [---------] -99% - [--] Year [-----------] +2,791% ### Mentions: [--] [#](/creator/twitter::1939813710056628224/posts_active)  - [--] Week [---] -51% - [--] Month [---] -17% - [--] Months [-----] +2,171% - [--] Year [-----] +22,873% ### Followers: [-----] [#](/creator/twitter::1939813710056628224/followers)  - [--] Week [-----] +2.60% - [--] Month [-----] +22% - [--] Months [-----] +615% ### CreatorRank: [-------] [#](/creator/twitter::1939813710056628224/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 98.51% [stocks](/list/stocks) 60.2% [technology brands](/list/technology-brands) 18.91% [cryptocurrencies](/list/cryptocurrencies) 16.92% [exchanges](/list/exchanges) #5756 [celebrities](/list/celebrities) 3.98% [automotive brands](/list/automotive-brands) 1.99% [countries](/list/countries) 1.99% [financial services](/list/financial-services) 1.49% [social networks](/list/social-networks) 1.49% **Social topic influence** [$cifr](/topic/$cifr) #162, [ark](/topic/ark) #1033, [$iren](/topic/$iren) #229, [$blsh](/topic/$blsh) #15, [ai](/topic/ai) 6.97%, [$tem](/topic/$tem) #54, [$kdk](/topic/$kdk) #7, [$ter](/topic/$ter) #29, [$fubo](/topic/$fubo) #17, [$ttd](/topic/$ttd) #52 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@elonmusk](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@blackpanthercap](/creator/undefined) [@fantstockleague](/creator/undefined) [@3kcomeback](/creator/undefined) [@smallcapsnipa](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@stockmeetups](/creator/undefined) [@danroberts0101](/creator/undefined) [@nikitabier](/creator/undefined) [@thefinpitch](/creator/undefined) [@thetechinvest](/creator/undefined) [@accountingds](/creator/undefined) [@fransbakker9812](/creator/undefined) [@jaguaranalytics](/creator/undefined) [@goooonnney](/creator/undefined) [@morganstanley](/creator/undefined) [@flyarcher](/creator/undefined) **Top assets mentioned** [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Iris Energy Limited (IREN)](/topic/$iren) [Bullish (BLSH)](/topic/$blsh) [Tempus AI, Inc. (TEM)](/topic/$tem) [Teradyne, Inc. (TER)](/topic/$ter) [fuboTV Inc. (FUBO)](/topic/$fubo) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [QuantumScape Corporation (QS)](/topic/$qs) [Bitcoin (BTC)](/topic/bitcoin) [Applied Digital Corp. (APLD)](/topic/$apld) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Mario Coin (COIN)](/topic/$coin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [GitLab Inc. (GTLB)](/topic/$gtlb) [Veracyte, Inc. (VCYT)](/topic/$vcyt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Roblox Corp. (RBLX)](/topic/$rblx) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [WeRide Inc. (WRD)](/topic/$wrd) [Amkor Technology Inc (AMKR)](/topic/$amkr) [BEAM (BEAM)](/topic/$beam) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Redwire Corporation (RDW)](/topic/$rdw) [retard to retired (R/R)](/topic/$rr) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [DisChain (DIS)](/topic/$dis) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Pinterest, Inc. (PINS)](/topic/$pins) [GeneDx Holdings Corp. Class A Common Stock (WGS)](/topic/$wgs) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Unity Software Inc. (U)](/topic/$u) [CoreWeave, Inc (CRWV)](/topic/$crwv) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Shopify Inc (SHOP)](/topic/$shop) [Airbnb, Inc. (ABNB)](/topic/$abnb) [ARK 21Shares Bitcoin ETF (ARKB)](/topic/$arkb) [Ibotta, Inc. (IBTA)](/topic/$ibta) [Decentral Games ICE (ICE)](/topic/$ice) [Roku, Inc. (ROKU)](/topic/$roku) [10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg) [Richtech Robotics Inc. (RR)](/topic/richtech-robotics) [Novo-Nordisk (NVO)](/topic/$nvo) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Adobe, Inc. (ADBE)](/topic/$adbe) [Figma, Inc. (FIG)](/topic/$fig) [Morgan Stanley (MS)](/topic/morgan-stanley) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) ### Top Social Posts Top posts by engagements in the last [--] hours "#nikkei all time highs $ni225 +12% YTD outperforming $Syp" [X Link](https://x.com/PSInvestor/status/1965226224797843523) 2025-09-09T01:30Z [----] followers, [---] engagements "Grab Holdings $GRAB reports strong Q3 [----] results with a 22% revenue increase to $873M and a $17M profit. On-Demand GMV grew 24% to $5.8B. Analysts rate $GRAB a Buy with a $7.55 target. Robust financials but caution advised due to high P/E ratio" [X Link](https://x.com/PSInvestor/status/1985694715912864235) 2025-11-04T13:04Z [----] followers, [---] engagements "$BULL Webull Earnings EPS [----] vs [----] (Beat by 133%) Revenue $156.94M vs $137.28M (Beat by 14%) Performance EPS up 275% YoY up 40% QoQ Revenue up 55% YoY up 19% QoQ" [X Link](https://x.com/PSInvestor/status/1991613460791325006) 2025-11-20T21:03Z [----] followers, [----] engagements "ARK Invest trades for 2025-12-09 Buy: $ARKB $WGS $ARCT Sell: $IRDM $TER $IBTA $ADPT" [X Link](https://x.com/PSInvestor/status/1998566168702152977) 2025-12-10T01:31Z [----] followers, [---] engagements "ARK Invest trades for 2025-12-24 Buy: $CRSP $WRD Sell: $IBTA" [X Link](https://x.com/PSInvestor/status/2004032373042958828) 2025-12-25T03:32Z [----] followers, [---] engagements "One of my $AMKR calls was up 900% at one point today when $AMKR reached its 52-week high. Do I sell it" [X Link](https://x.com/PSInvestor/status/2008563107795529801) 2026-01-06T15:35Z [----] followers, [---] engagements "$TSM beat more demand makes $AMKR growth go high. Correlation. 6% up. Will it stay That's a different story" [X Link](https://x.com/PSInvestor/status/2011756104276119956) 2026-01-15T11:03Z [----] followers, [---] engagements "$ICE just dropped a massive update regarding the NYSE tokenized securities platform and the implications for market structure are huge. The immediate winners here are obviously Intercontinental Exchange as the infrastructure owner along with banking partners $BK BNY and $C Citi who are handling the tokenized deposits. But the downstream impact on retail brokers is where this gets really interesting. For platforms like Robinhood $HOOD this is the ultimate validation. They have been pushing the 24/7 market narrative for a while and now they get a regulated exchange level feed to back it up. It" [X Link](https://x.com/PSInvestor/status/2013318647536615581) 2026-01-19T18:32Z [----] followers, [---] engagements "$SLS Since I got in it's up 113%. It's always good to find some asymmetric bets. Yet it's not a big position for mestill a bit speculative as it's pre-revenue. One thing to note: it doesn't always work. Also you can see insiders have been buying a lot. I have added the video so you can get a quick grasp of the company and an overview of the fundamentals. https://twitter.com/i/web/status/2013694354343481709 https://twitter.com/i/web/status/2013694354343481709" [X Link](https://x.com/PSInvestor/status/2013694354343481709) 2026-01-20T19:25Z [----] followers, [----] engagements "$PLD Q4 [----] Earnings EPS [----] vs [----] (Beat by 99%) Revenue $2.099B vs $2.09B (Beat) Performance EPS up 9% YoY up 82% QoQ Revenue up 8% YoY up 2% QoQ" [X Link](https://x.com/PSInvestor/status/2013960367089553621) 2026-01-21T13:02Z [----] followers, [---] engagements "Closed my $AMKR option. Missed my first 1000% on options but meat was still left on the bone. Next one. Anyway good run. If the profit is good to capture take it" [X Link](https://x.com/PSInvestor/status/2014001131773468703) 2026-01-21T15:44Z [----] followers, [---] engagements "ARK Invest trades for 2026-01-22 Buy: $TEM (LOVE THIS BUY) $WRD $KDK Sell: $KTOS $BEAM $GTLB $U $ROKU" [X Link](https://x.com/PSInvestor/status/2014511117817795029) 2026-01-23T01:30Z [----] followers, [---] engagements "$FUBO FuboTV Inc.s Form S-3 shelf registration statement / base prospectus filed January [--] [----]. Its basically a funding tool that lets the company (and certain selling holders) offer securities later in one or more future deals via separate prospectus supplements. Fubo is registering a broad menu of securities it may sell over time: Class A common preferred stock debt securities warrants purchase contracts and units. It also allows selling stockholders to resell Class A common stock and Fubo says it will not receive proceeds from shares sold by those selling stockholders. This is an" [X Link](https://x.com/PSInvestor/status/2014811499945197798) 2026-01-23T21:24Z [----] followers, [----] engagements "$AVGO buy knew it was coming. $TEM she loves that stock she literally trimmed at the top last time and now loading up. She is so much better. I have been thinking to buy her ETF as she has become hybrid institutional and retail mindset 😏 $BLSH she has been nonstop DCAing I followed her several times. $META I am surprised she trimmed. ARK Invest trades for 2026-01-23 Buy: $AVGO. $CRCL. $COIN. $BLSH. $TEM. $WRD. Sell: $VCYT. $TWST. $META. $TXG. $ILMN. $KTOS. https://t.co/ddBtkq6abi ARK Invest trades for 2026-01-23 Buy: $AVGO. $CRCL. $COIN. $BLSH. $TEM. $WRD. Sell: $VCYT. $TWST. $META. $TXG." [X Link](https://x.com/PSInvestor/status/2014881868240584769) 2026-01-24T02:04Z [----] followers, [---] engagements "CIPHER MINING $CIFR: THE INFRASTRUCTURE ARBITRAGE https://t.co/fqVs2RTpn0 https://t.co/fqVs2RTpn0" [X Link](https://x.com/PSInvestor/status/2015176886851371255) 2026-01-24T21:36Z [----] followers, [---] engagements "$NVDA just put real money behind $CRWV. Nvidia invested $2B into CoreWeave at $87.20/share which is about 22.9M shares. This matters because it is not just a check. They expanded the partnership to accelerate buildout of 5+ gigawatts of AI factories by [----] and Nvidia explicitly says it will help CoreWeave move faster on land power and shell. That is the real bottleneck right now. $CRWV CoreWeave also plans early adoption across multiple Nvidia generations including Rubin plus Vera CPUs and BlueField storage systems. Jensen Huang called this the largest infrastructure buildout in human" [X Link](https://x.com/PSInvestor/status/2015781867593805879) 2026-01-26T13:40Z [----] followers, [---] engagements "BitMine provided its latest holdings update for January 26th 2026: $12.8 billion in total crypto + "moonshots": - [-------] ETH at $2839 (@coinbase) - [---] Bitcoin (BTC) - $200 mllion stake in Beast Industries @MrBeast - $19 million stake in Eightco Holdings (NASDAQ: $ORBS) (moonshots) and - total cash of $682 million. Ticker: $BMNR Chairman: Tom Lee @fundstrat 🧵 BitMine provided its latest holdings update for January 26th 2026: $12.8 billion in total crypto + "moonshots": - [-------] ETH at $2839 (@coinbase) - [---] Bitcoin (BTC) - $200 mllion stake in Beast Industries @MrBeast - $19 million stake" [X Link](https://x.com/PSInvestor/status/2015783278092210376) 2026-01-26T13:45Z [----] followers, [---] engagements "$FUBO 7.5% down. I don't often speak out like this. I have been holding for a long time at a low price. Yes it's an overall market sentiment more than anything today. I am not selling anything yet. I understand people waiting and holding but there are other opportunities out there growing faster. I won't blame them as it's their money and they have the right to look out for their best interest. It's a tough situation in the market. The numbers look good but the sentiment of fear is way too much. Not everyone can be patient and have different time horizon for their investment I respect that. I" [X Link](https://x.com/PSInvestor/status/2015858944154193961) 2026-01-26T18:46Z [----] followers, [----] engagements "$IREN is still being looked at as a Bitcoin miner. 🤣 The same goes for $CIFR" [X Link](https://x.com/PSInvestor/status/2015883742620090394) 2026-01-26T20:25Z [----] followers, [---] engagements "ARK Invest trades for 2026-01-26 Buy: $BLSH. $TEM. $KDK. $WRD. Sell: $VCYT. $TXG. $TWST. $KTOS" [X Link](https://x.com/PSInvestor/status/2015953547121316243) 2026-01-27T01:02Z [----] followers, [---] engagements "There she goes again $TEM and $BLSH again. She wont stop loading them up. ARK Invest trades for 2026-01-26 Buy: $BLSH. $TEM. $KDK. $WRD. Sell: $VCYT. $TXG. $TWST. $KTOS. https://t.co/CcANJNSk7c ARK Invest trades for 2026-01-26 Buy: $BLSH. $TEM. $KDK. $WRD. Sell: $VCYT. $TXG. $TWST. $KTOS. https://t.co/CcANJNSk7c" [X Link](https://x.com/PSInvestor/status/2015953650510921728) 2026-01-27T01:02Z [----] followers, [---] engagements "$RDW just got picked as an awardee on MDAs SHIELD IDIQ vehicle tied to the Golden Dome effort. Up to $151B contract ceiling across all awardees and the Pentagon expects this to be a long runway. If all options are exercised work can run through December [----]. Also important: no money is paid just because you are selected. Funding shows up only when task orders are awarded. MDA made [----] new awards in the latest round after [----] in the first round. That is about [----] awardees total so far. Translation: being on SHIELD is permission to compete not a revenue guarantee. What $RDW says they bring" [X Link](https://x.com/PSInvestor/status/2016206748928115105) 2026-01-27T17:48Z [----] followers, [---] engagements "$RDW lovers check it out. I loved playing with the shares outstanding and dilution slider. You'd be surprisedthe stock is still at double the current price. Yes it's not the only factor. Just something you can play around with to get a sense of the quants. I loved it. Thanks @StockMeetUps. #SpaceMob Just launched: $RDW [----] Model 🚀 Build your own @Redwire [----] Stock Simulation: [--] business segments (Space + Drones) Drag-and-drop sliders to model revenue growth Live EV/EBITDA valuation tied to stock price Interactive charts mapping a path to $1.4B+ https://t.co/WldmewapOq #SpaceMob Just" [X Link](https://x.com/PSInvestor/status/2016210888794243574) 2026-01-27T18:05Z [----] followers, [---] engagements "$RR and $MSFT are trying to make agentic AI real not just a slide. Richtech Robotics just announced a hands on collaboration with Microsoft through the Microsoft AI Co-Innovation Labs to develop and deploy agentic AI in real world robots starting with ADAM and Azure AI. What ADAM is getting from this work is very specific: [--]. It is being upgraded with adaptive intelligence powered by Azure AI using vision voice and autonomous reasoning so it can move past simple task execution. [--]. It can pull in context like time of day weather and promotions. [--]. It can respond more naturally to customer" [X Link](https://x.com/PSInvestor/status/2016217110071116192) 2026-01-27T18:29Z [----] followers, [---] engagements "As I said yesterday these stocks always do it. Trust me I've seen the pump-and-dump a thousand times. :) $RR $APLD $RDW $CIFR Pull back will happen just dont rush it. $RR $RDW $APLD Pull back will happen just dont rush it. $RR $RDW $APLD" [X Link](https://x.com/PSInvestor/status/2016568630918730065) 2026-01-28T17:46Z [----] followers, [---] engagements "Vanguard just updated its ownership in $FUBO fuboTV. A Schedule 13G/A filed on January [--] shows Vanguard now holds [--------] shares representing 6.39% of the company as of December [--] [----]. This filing matters for two reasons. [--]. The size A 6.39% stake puts Vanguard firmly in the top institutional holders. That is not a trade. That is structural ownership tied to long-term mandates index exposure and fund allocations. [--]. The update reflects an internal Vanguard realignment completed on January [--] [----]. Portfolio management and proxy voting responsibilities were reorganized across subsidiaries" [X Link](https://x.com/PSInvestor/status/2017320444958064641) 2026-01-30T19:34Z [----] followers, [----] engagements "Total covered call premium this week: $18148 This week was a controlled drawdown not chaos. I liked how it traded. I sold covered calls right at strikes where I expected pressure. The premiums held up into the close and every dollar collected went straight into long-term positions. That was the plan. Will I do this again I do not know. If the market offers the setup I will consider it. Was it risky Yes. Selling calls at the strike always is. The backup plan was simple. If wrong roll. I also made mistakes on timing when some shares were bought too early. If I waited until today prices would" [X Link](https://x.com/PSInvestor/status/2017348311062351916) 2026-01-30T21:24Z [----] followers, [---] engagements "Options CC ledger settled. $RR $APLD $BLSH $SMCI $CIFR" [X Link](https://x.com/PSInvestor/status/2017498047442489688) 2026-01-31T07:19Z [----] followers, [---] engagements "$DIS CEO stepping down before contracts expire. Next week's earnings for $DIS are on Monday. $FUBO is going to get hit by another drama. Man these trenches are what's going to make us the most money or not. I am locked in. 🧘♂" [X Link](https://x.com/PSInvestor/status/2017822794005024797) 2026-02-01T04:50Z [----] followers, [----] engagements "Important earnings for me this week Monday $DIS (I do not own it but relevant for $FUBO) $TER Tuesday $FUBO $AMD $SMCI Wednesday $NVO $GOOGL (top [--] biggest position in my port) Thursday $BLFS (bagholder) $AMZN $IREN (most important one top [--] biggest position in my port) $VSAT https://twitter.com/i/web/status/2018047179643117663 https://twitter.com/i/web/status/2018047179643117663" [X Link](https://x.com/PSInvestor/status/2018047179643117663) 2026-02-01T19:41Z [----] followers, [---] engagements "$FUBO Q4 [----] Earnings (expected) EPS $0.01 (expected) Revenue $1.36B (expected) Seasonality context. Over the last three years February has not been a strong month for FUBO with 0% of February closes finishing positive in that window. Not a forecast just historical behavior worth keeping in mind around this print. https://twitter.com/i/web/status/2018057893510303941 https://twitter.com/i/web/status/2018057893510303941" [X Link](https://x.com/PSInvestor/status/2018057893510303941) 2026-02-01T20:24Z [----] followers, [----] engagements "$BLSH Q1 [----] Earnings (expected) EPS $0.45 (expected) Revenue $87.48M (expected)" [X Link](https://x.com/PSInvestor/status/2018059720914047439) 2026-02-01T20:31Z [----] followers, [---] engagements "Is this why $FUBO was not trying to make deal with NBC Someone explain me as I am not into NfL much. Please 🙏🏻 Disney $DIS owned ESPN's purchase of NFL Network and other league digital assets has been finalized after government regulators approved the transaction The NFL and ESPN officially announced the closing of the deal https://t.co/vACgvyfpI9 Disney $DIS owned ESPN's purchase of NFL Network and other league digital assets has been finalized after government regulators approved the transaction The NFL and ESPN officially announced the closing of the deal https://t.co/vACgvyfpI9" [X Link](https://x.com/PSInvestor/status/2018144870096117919) 2026-02-02T02:10Z [----] followers, [----] engagements "$FUBO $DIS was good and they did not say anything negative about the merger of $FUBO HULU. I am expecting good $FUBO earnings. 🧘♂🤞" [X Link](https://x.com/PSInvestor/status/2018336805360480411) 2026-02-02T14:52Z [----] followers, [----] engagements "$HOOD I am trying to understand what is happening to Robinhood. Why is there such bad sentiment Can someone tell me" [X Link](https://x.com/PSInvestor/status/2018389458832572872) 2026-02-02T18:22Z [----] followers, [----] engagements "$TER BANG ON $TER Q4 [----] Earnings AH 16%UP Revenue $1.083 billion (Above high-end of guidance). Performance Revenue up 44% YoY up 41% QoQ. Full year [----] revenue reached $3.19 billion a 13% increase over [----]. Growth was primarily driven by AI-related demand in compute and memory. https://t.co/gm9auD5P4O $TER Q4 [----] Earnings AH 16%UP Revenue $1.083 billion (Above high-end of guidance). Performance Revenue up 44% YoY up 41% QoQ. Full year [----] revenue reached $3.19 billion a 13% increase over [----]. Growth was primarily driven by AI-related demand in compute and memory. https://t.co/gm9auD5P4O" [X Link](https://x.com/PSInvestor/status/2018439997695885629) 2026-02-02T21:42Z [----] followers, [---] engagements "@SmallCapSnipa You in $WULF right This is crazy good news. Good start to the week brother. 👌🫶" [X Link](https://x.com/PSInvestor/status/2018442581412331672) 2026-02-02T21:53Z [----] followers, [---] engagements "$TER unstoppable. ❤🫶🏻 $TER BANG ON https://t.co/LbZacTSj1d $TER BANG ON https://t.co/LbZacTSj1d" [X Link](https://x.com/PSInvestor/status/2018458343824871591) 2026-02-02T22:55Z [----] followers, [---] engagements "ARK Invest trades for 2026-02-02 Buy: $HOOD $CRWV $DDOG $RBLX $ARKB $GTLB $WGS $SHOP $CRCL $BLSH $XYZ $COIN $HEI $LMT $AVAV $GOOG $BMNR $SLMT $CAT $LHX $KDK Sell: $PD $ROKU $TTD $GH $GLBE $INTU $PYPL $IRDM $TER $RKLB $ILMN $VCYT" [X Link](https://x.com/PSInvestor/status/2018493816815399051) 2026-02-03T01:16Z [----] followers, [---] engagements "$FUBO let's fucking go We've been waiting for these earnings for a year" [X Link](https://x.com/PSInvestor/status/2018557500841451958) 2026-02-03T05:29Z [----] followers, 12.1K engagements "$IREN I have a feeling we'll get an update pre market or intra day on the day of the earnings call and more updates in the earnings call. 🤞🧘♂" [X Link](https://x.com/PSInvestor/status/2018576909249171685) 2026-02-03T06:46Z [----] followers, [---] engagements "$FUBO Q1 FY [----] results are out and the scale shift is real after the Hulu + Live TV combination. 1.The headline numbers (reported vs pro forma) Revenue: $1.549B vs $1.106B (+40% YoY) Pro forma revenue: $1.683B vs $1.588B (+6% YoY) Reported net loss: $19.1M (was $38.6M) Pro forma net loss: $46.4M (was $130.4M) Pro forma Adjusted EBITDA: +$41.4M (was +$22.0M) Cash + cash equivalents + restricted cash: $458.6M EPS: -$0.02 2.Subs + revenue by region North America revenue: $1.543B (pro forma $1.675B) North America subs: 6.2M (was 6.3M) Rest of world revenue: $5.8M (pro forma $8.6M) Rest of world" [X Link](https://x.com/PSInvestor/status/2018660255555858530) 2026-02-03T12:18Z [----] followers, [----] engagements "$CIFR just put real numbers behind the Black Pearl pivot. This is not a wen deal announcement. It is a financing package tied to a specific build with a specific tenant on a specific timeline. 1.The capital stack Ciphers subsidiary Black Pearl Compute is pursuing a $2.0B private offering of senior secured notes due [----]. These notes are first-lien secured on substantially all assets at the issuer and guarantors plus the equity interests above them. $CIFR Cipher also provides a completion guarantee to make sure the facility gets finished if the bond proceeds come up short. 2.About cash usage" [X Link](https://x.com/PSInvestor/status/2018713272024002740) 2026-02-03T15:48Z [----] followers, [----] engagements "$CIFR inflection point is coming with $AMZN AWS payment this mid-year. 🧘♂ https://x.com/psinvestor/status/2012030571829231682s=46 https://t.co/fqVs2RTpn0 https://x.com/psinvestor/status/2012030571829231682s=46 https://t.co/fqVs2RTpn0" [X Link](https://x.com/PSInvestor/status/2018732591252389987) 2026-02-03T17:05Z [----] followers, [---] engagements "@WhiteHouse @grok how did this happen What to do to help" [X Link](https://x.com/PSInvestor/status/2018753327824257051) 2026-02-03T18:27Z [----] followers, [----] engagements "$SMCI FLIPPED 7% up $SMCI Powered by DCBBS Supermicro is expanding/transforming into a leading AI and datacenter infrastructure company delivering total solutions that simplify deployment accelerate time-to-market and reduce TCO" said Charles Liang Founder President and CEO of Supermicro. $SMCI Powered by DCBBS Supermicro is expanding/transforming into a leading AI and datacenter infrastructure company delivering total solutions that simplify deployment accelerate time-to-market and reduce TCO" said Charles Liang Founder President and CEO of Supermicro" [X Link](https://x.com/PSInvestor/status/2018806053241274630) 2026-02-03T21:57Z [----] followers, [---] engagements "$GOOGL Q4 [----] Earnings tomorrow. The bar is high after a 70% run in [----]. Consensus Revenue: $111.3B EPS: $2.63 Segment estimates Google Search and other: $61.27B YouTube ads: $11.82B Google Cloud: $16.25B Total Google advertising: $80.97B Network: $7.80B ( Cost and spend checks. Traffic acquisition costs (TAC): $16.18B [----] CapEx guidance: $91B to $93B [--]. [----] CapEx guide Consensus is looking for a step up in [----] CapEx roughly $116B as a baseline with some ranges pushing higher. The exact number matters less than the pacing and the explanation for why. [--]. Cloud demand and conversion Last" [X Link](https://x.com/PSInvestor/status/2018931306214936588) 2026-02-04T06:15Z [----] followers, [----] engagements "@LNG_Investor_ @matthew_sigel In both of my old posts on $CIFR I called them a REIT and they are. Tyler's vision is that going down the line. https://x.com/psinvestor/status/2012030571829231682s=46 $CIFR: A Miner Dressing Up As an AI Infrastructure REIT $CIFR is no longer just a bitcoin miner. The story has shifted into something closer to a power-and-land platform that can monetize megawatts in multiple ways. Bitcoin mining is one path. AI and high-performance computing https://t.co/0Yu3M4CkL7 https://x.com/psinvestor/status/2012030571829231682s=46 $CIFR: A Miner Dressing Up As an AI" [X Link](https://x.com/PSInvestor/status/2019047610141843893) 2026-02-04T13:57Z [----] followers, [---] engagements "Seeing the market in red. I'm buying falling knives today: $RDW $CIFR $IREN. Still they kept falling. I don't know what's up. Now I'm going back to sleep" [X Link](https://x.com/PSInvestor/status/2019102129114521671) 2026-02-04T17:33Z [----] followers, [----] engagements "@elonmusk @RealSLokhova @grok is this true" [X Link](https://x.com/PSInvestor/status/2019109304956264554) 2026-02-04T18:02Z [----] followers, [--] engagements "@CollinRugg @grok is this true and How much is fake" [X Link](https://x.com/PSInvestor/status/2019111675694342526) 2026-02-04T18:11Z [----] followers, 15.4K engagements "$CIFR $CIFR just put real numbers behind the Black Pearl pivot. This is not a wen deal announcement. It is a financing package tied to a specific build with a specific tenant on a specific timeline. 1.The capital stack Ciphers subsidiary Black Pearl Compute is pursuing a $2.0B https://t.co/pAr1EjoUD8 $CIFR just put real numbers behind the Black Pearl pivot. This is not a wen deal announcement. It is a financing package tied to a specific build with a specific tenant on a specific timeline. 1.The capital stack Ciphers subsidiary Black Pearl Compute is pursuing a $2.0B https://t.co/pAr1EjoUD8" [X Link](https://x.com/PSInvestor/status/2019146671289254322) 2026-02-04T20:30Z [----] followers, [---] engagements "$cifr https://t.co/1otyHKfw5M https://t.co/1otyHKfw5M" [X Link](https://x.com/PSInvestor/status/2019159141001097639) 2026-02-04T21:20Z [----] followers, [---] engagements "@SmallCapSnipa $IREN $CIFR" [X Link](https://x.com/PSInvestor/status/2019162637637153105) 2026-02-04T21:34Z [----] followers, [---] engagements "@TheTechInvest @danroberts0101 Nothing is stopping this AI INFRA Train. $CIFR $IREN $APLD" [X Link](https://x.com/PSInvestor/status/2019170977427636680) 2026-02-04T22:07Z [----] followers, [---] engagements "@accounting_ds You did a mad move. You need to be right only once to change the trajectory. You found one. 🫶♥❤🔥❤🔥❤🔥" [X Link](https://x.com/PSInvestor/status/2019175617976258581) 2026-02-04T22:25Z [----] followers, [---] engagements "Why do you think it's not much It's your hard-earned moneyany amount is big. You saved up for the right moment Once volatility hits thoes IV around your $10 option the multiplier will spike so fast you'll see 3-5x in no time. You're a concentrated investor and that's best in the early stage. You're crossing 100k this year. Rooting for you always. I did it with $AMKR got 9x and thought why did I go so small still that's all i had that day when I bought https://twitter.com/i/web/status/2019177005594656801 https://twitter.com/i/web/status/2019177005594656801" [X Link](https://x.com/PSInvestor/status/2019177005594656801) 2026-02-04T22:31Z [----] followers, [--] engagements "@elonmusk @grok who benefited the most" [X Link](https://x.com/PSInvestor/status/2019188276104667420) 2026-02-04T23:16Z [----] followers, [--] engagements "@RepNancyMace @grok is bill cooked" [X Link](https://x.com/PSInvestor/status/2019209972622717392) 2026-02-05T00:42Z [----] followers, [---] engagements "@xai @grok how to use it" [X Link](https://x.com/PSInvestor/status/2019211031093080080) 2026-02-05T00:46Z [----] followers, 16.8K engagements "ARK Invest trades for 2026-02-04 Buy: $AMD $BLSH $CRCL $CRWV $KDK $SLMT $TEM $TSLA $WGS Sell: $GH $GLBE $INTU $PINS $PYPL $TER $TTD $U" [X Link](https://x.com/PSInvestor/status/2019216177155960900) 2026-02-05T01:07Z [----] followers, [---] engagements "@elonmusk Maybe they need to go to Dubai as they probably dont know where to shop. Isnt that the phrase" [X Link](https://x.com/PSInvestor/status/2019220764134896067) 2026-02-05T01:25Z [----] followers, [--] engagements "1.$QS just cut a real milestone. They inaugurated the Eagle Line at their San Jose facility with auto OEM customers Government officials and partners on-site. That matters because it is no longer a lab story. It is a production workflow getting shown in public. 2.What the Eagle Line actually is $QS calls it a full suite of equipment + materials + highly automated processes that is meant to be the blueprint for making QS cells. The key detail is it bakes in their Cobra separator process which is the scalable method they keep pointing to for manufacturing. 3.Why this is the bridge to revenue" [X Link](https://x.com/PSInvestor/status/2019223821325344945) 2026-02-05T01:37Z [----] followers, [----] engagements "@SpaceInvestor_D There was some fud new right which tanked $RKLB and $RDW" [X Link](https://x.com/PSInvestor/status/2019248228890472482) 2026-02-05T03:14Z [----] followers, [---] engagements "@CaesarCapitalz @grok Gg IPO mania coming. You gona try to take" [X Link](https://x.com/PSInvestor/status/2019263754744262935) 2026-02-05T04:16Z [----] followers, [---] engagements "Maybe the algos and categorization have stopped looking at them as Bitcoin miners because if that was the case it would be like last year's pricing. $CIFR $APLD in mid single digits $IREN maybe in the 20s" [X Link](https://x.com/PSInvestor/status/2019267615752089719) 2026-02-05T04:31Z [----] followers, [---] engagements "@KobeissiLetter @grok How much will I get for one of my kidneys I would need to buy SpaceX $X stocks when they IPO" [X Link](https://x.com/PSInvestor/status/2019287237268238502) 2026-02-05T05:49Z [----] followers, [---] engagements "One morning I slept through and my $BTC limit got executed. I've been chasing non-stop but no one can call the bottom. I had put in 67k as well. I should have woken up. Anyway this was the buy today. Been holding on for a while. Looks like there's more to bottom" [X Link](https://x.com/PSInvestor/status/2019448647289827346) 2026-02-05T16:30Z [----] followers, [---] engagements "@CaesarCapitalz I actually used up everything and bught $BTC today" [X Link](https://x.com/PSInvestor/status/2019462861265744115) 2026-02-05T17:27Z [----] followers, [--] engagements "@CaesarCapitalz I already have LOT of data center exposure $IREN $CIFR $APLD" [X Link](https://x.com/PSInvestor/status/2019462939754086665) 2026-02-05T17:27Z [----] followers, [---] engagements "$AMZN Q4 [----] Earnings (expected) EPS [----] (expected). Revenue $211.23B (expected). $AMZN Q4 [----] Earnings (expected) EPS $1.96 (expected) Revenue $211.33B (expected) Seasonality. Over the last three years February has been positive more often than not for AMZN with an average move around +13.9%. Not a prediction just context going into this window. https://t.co/2Meg4x8chP $AMZN Q4 [----] Earnings (expected) EPS $1.96 (expected) Revenue $211.33B (expected) Seasonality. Over the last three years February has been positive more often than not for AMZN with an average move around +13.9%. Not a" [X Link](https://x.com/PSInvestor/status/2019464410872385693) 2026-02-05T17:33Z [----] followers, [----] engagements "Today was all about buying $BTC. I've been holding some for it and whether it was good or bad we'll see after some time. Today buys $BTC $IREN $CIFR We are not the same" [X Link](https://x.com/PSInvestor/status/2019485018624782431) 2026-02-05T18:55Z [----] followers, [---] engagements "$AMZN Q4 [----] Earnings EPS [----] vs [----] (In Line). Revenue $213.386B vs $211.23B (Beat by 1%). Performance EPS up 5% YoY unchanged QoQ. Revenue up 14% YoY up 18% QoQ. $AMZN Q4 [----] Earnings (expected) EPS [----] (expected). Revenue $211.23B (expected). https://t.co/7RE8tNeiu4 $AMZN Q4 [----] Earnings (expected) EPS [----] (expected). Revenue $211.23B (expected). https://t.co/7RE8tNeiu4" [X Link](https://x.com/PSInvestor/status/2019517308289577310) 2026-02-05T21:03Z [----] followers, [----] engagements "$IREN Management Commentary Last quarter marked meaningful progress across capacity expansion customer engagement and capital formation reflecting IRENs progress as a scaled AI Cloud platform said Daniel Roberts Co-Founder and Co-CEO of IREN. We are seeing the strongest demand environment to date and importantly that demand is being met by a proven execution capability. Over several years we have consistently delivered data center capacity on time and at scale and that delivery track record continues to resonate with customers who value reliability alongside performance." With more than 4.5GW" [X Link](https://x.com/PSInvestor/status/2019518995771322729) 2026-02-05T21:10Z [----] followers, [----] engagements "breathe $iren $btc $cifr $amzn" [X Link](https://x.com/PSInvestor/status/2019527612897611895) 2026-02-05T21:44Z [----] followers, [----] engagements "Rough day. Im down $198171 (16.33%) YTD. Last year I was down to $550k built a new base around $680k then ran to $1.45M. The last three months Ive been buying nonstop and the swings have gotten heavy. I might see the low $900ks or lower. Or maybe this was the bottom. I dont know. Either way this isnt the end of my investing journey. Its just the beginning. I have to get used to days and even months like this. Go out. Spend time with family. Stop staring at the screen. Go back to basics and remember why you bought the company. Not because you heard it on X. Ill still be buying more of a few" [X Link](https://x.com/PSInvestor/status/2019551908692943359) 2026-02-05T23:21Z [----] followers, [----] engagements "$IREN If you are tourist this sector is not made for you Q2 FY26: the financing piece is getting wildly misread. 1.They secured $3.6B of GPU financing at 6% and paired it with a $1.9B $MSFT prepayment. Together that covers 95% of the GPU-related capex. That is not a small detail. That is the story. Ceo even said its close to nothing basically. 2.Simple math off their numbers: $3.6B + $1.9B = $5.5B is 95% funding which implies roughly $5.8B total GPU capex and only $0.3B needs to come from IREN equity. The market is acting like they need to raise the whole thing. They do not. 3.Liquidity is" [X Link](https://x.com/PSInvestor/status/2019557662686683465) 2026-02-05T23:44Z [----] followers, [----] engagements "ARK Invest trades for 2026-02-05 Buy: $GOOG. $AVGO. $ISRG. $KDK. $AMD. $BLSH. $TEM. $SLMT. Sell: $TER. $QCOM. $PD. $TTD. $COIN. $GH. $PYPL. $GLBE" [X Link](https://x.com/PSInvestor/status/2019578735884922916) 2026-02-06T01:07Z [----] followers, [---] engagements "Wagyu burger poke salmon. Red Market. Good food. It shouldn't change. Family time is best. Seeing my son made my rough dad so much better" [X Link](https://x.com/PSInvestor/status/2019591870440173809) 2026-02-06T01:59Z [----] followers, [---] engagements "@saylor @grok does saylor needs to sell kidney now" [X Link](https://x.com/PSInvestor/status/2019631694337438019) 2026-02-06T04:38Z [----] followers, [--] engagements "@cz_binance @grok is he going jail again" [X Link](https://x.com/PSInvestor/status/2019631923258335247) 2026-02-06T04:39Z [----] followers, [--] engagements "$NVO Novo Nordisk stock climbs out of hole on FDA chiefs threat to block $HIMS Hims and Hers pill" [X Link](https://x.com/PSInvestor/status/2019706701134639171) 2026-02-06T09:36Z [----] followers, [---] engagements "@elonmusk @grok what is he talking about and which companies" [X Link](https://x.com/PSInvestor/status/2019724056141185029) 2026-02-06T10:45Z [----] followers, [---] engagements "It should. Sentiment was so bad on a good call. There was some more information they could provide but overall it was great. I hate they still need BTC mining but they need some income. The financing was best; Dan literally said they're getting GPU for close to nothingalmost free. Let's just say once they start churning. $MSFT delivery is the biggest thing I would not want them fudge up. Like it will ever happenthey have a good record of consistency and execution delivery on time. Still anything can happen. It's real estate after all; accidents can happen too. I get the part and I'm just a" [X Link](https://x.com/PSInvestor/status/2019725127471210838) 2026-02-06T10:49Z [----] followers, [----] engagements "@CommunityNotes @grok what is it about give details" [X Link](https://x.com/PSInvestor/status/2019739417251082356) 2026-02-06T11:46Z [----] followers, [---] engagements "$IREN Real estate teaches you patience because you cannot rush atoms. A building is not just brick and cement. It is thousands of parts that all have to work in harmony. Steel concrete bolts screws wiring cooling safety permits inspections. Then it has to survive whatever the environment throws at it for decades. The human body has [---] bones. Real estate feels like that. One weak link and the whole thing hurts. As a developer I see this every day. The investors wants returns today even when the asset is still being built and needs years to finish. It is fair to want your money to work. But" [X Link](https://x.com/PSInvestor/status/2019746238862856203) 2026-02-06T12:13Z [----] followers, 12.8K engagements "@TheTechInvest We need this reprising. Its being categorized more as just bitcoin miner still which is where they are wrong" [X Link](https://x.com/PSInvestor/status/2019757703204090205) 2026-02-06T12:58Z [----] followers, [---] engagements "Great fudging day. Most of the tape did a taco. Last night at dinner I told my wife how stressed I was. She said your health comes first. You have seen these swings. This will bounce. What are you afraid of. Hearing that felt great. Only problem I was stressed about was not able to buy DIP. I had to wait for a transfer to hit midnight around [----] am so I could buy. Once it landed I started pulling the trigger and added $BTC $CIFR $IREN $RDW. Also closed $HIMS completely. Roughly 50% gains over time and the covered calls the past two years did a lot of the heavy lifting. The app is messy" [X Link](https://x.com/PSInvestor/status/2019944859197677658) 2026-02-07T01:22Z [----] followers, [----] engagements "@CaesarCapitalz Indeed brother" [X Link](https://x.com/PSInvestor/status/2019944907948060942) 2026-02-07T01:22Z [----] followers, [--] engagements "@elonmusk @grok what is this test" [X Link](https://x.com/PSInvestor/status/2020022543839826199) 2026-02-07T06:31Z [----] followers, [--] engagements "@elonmusk @grok what is the job requirement and pay" [X Link](https://x.com/PSInvestor/status/2020177378383929490) 2026-02-07T16:46Z [----] followers, [--] engagements "@Create_Profit We broke ground last year. Yes I have lots of acres of land. We've been doing this for the last [--] years. We're one of the few developers who developed the whole city since 1999" [X Link](https://x.com/PSInvestor/status/2020208420327158279) 2026-02-07T18:49Z [----] followers, [--] engagements "@Kaizen_Investor This is something I am not considering getting I am late but still have a lot of growth left" [X Link](https://x.com/PSInvestor/status/2020212810471579982) 2026-02-07T19:07Z [----] followers, [--] engagements "@Kaizen_Investor I left yesterday 100%. CC helped me lower to $8-9 so I decided to get out before it got bad. I hated their constant copycat situation. I have $NVO so I didn't feel like they had anything else" [X Link](https://x.com/PSInvestor/status/2020213221542838345) 2026-02-07T19:09Z [----] followers, [--] engagements "This thread is a crash course on $IREN. To get up to speed read this for the most important informationnot the filler you'll get in everyone else's posts. This is where the money is. Thank you @jiahanjimliu; you've made my investment in $IREN clear and easy. So have @SmallCapSnipa @BitcoinAIGuy @FransBakker9812 @bitcoinbutcher1 and @Agrippa_Inv. I might be late but still early. Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confident or "over playing" his hand but I disagree. Having studied most if not all @danroberts0101" [X Link](https://x.com/PSInvestor/status/2020235279735590984) 2026-02-07T20:36Z [----] followers, [----] engagements "Sure it's speculative for this one; maybe I need to phrase it well. I should have said something like these guys are the ones who know more about the company in detail. Also the majority of @jiahanjimliu posts are not speculative regarding $IREN and are all very deeply informative so maybe I didn't phrase it well. I dont know why are you being salty 🙈 https://twitter.com/i/web/status/2020273472354808046 https://twitter.com/i/web/status/2020273472354808046" [X Link](https://x.com/PSInvestor/status/2020273472354808046) 2026-02-07T23:08Z [----] followers, [---] engagements "My man I do my own research and am well-versed in that sector. I've been early in $ICFR and $APLD since [----] even before I knew about them. I know developers who build their own data centers. I'm very well connected-in the REIT lobby I sit at. You have a lot to learn. So kiddo move on and use your own brain when speaking or attacking. Don't judge based on followers. There are people with fewer followers who are deeply connected and informative. Shoo from here my man. Thank you 🙏🏻. Show your inferiority to someone else who might not be at your level. You have a lot to level up to speak with" [X Link](https://x.com/PSInvestor/status/2020288533299405036) 2026-02-08T00:08Z [----] followers, [--] engagements "@TrendSpider @duolingo @reciknows" [X Link](https://x.com/PSInvestor/status/2020297260857536847) 2026-02-08T00:42Z [----] followers, [---] engagements "@nikitabier with this single tweet is going to burn $adbe. 🤷🏻♂🤦🏻♂ when market open. I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I" [X Link](https://x.com/PSInvestor/status/2020297688714211717) 2026-02-08T00:44Z [----] followers, [---] engagements "@nikitabier @nikitabier with this single tweet is going to burn $adbe. 🤷🏻♂🤦🏻♂ when market open" [X Link](https://x.com/PSInvestor/status/2020297753608561055) 2026-02-08T00:44Z [----] followers, [--] engagements "@jiahanjimliu 🙏🏻. I agree. I have been increasing slowly. I moved my $META into $IREN; that's not a small move for me. I held $META for so long before exiting to IREN" [X Link](https://x.com/PSInvestor/status/2020327970926432306) 2026-02-08T02:44Z [----] followers, [---] engagements "@DividendRob I hadn't bought in [--] years and last week was the first time I did. Yes their time is coming now. $GOOGL $MU and others got so much love. Now it's time to touch grass and come to Jensen the GODFATHER" [X Link](https://x.com/PSInvestor/status/2020361444584509843) 2026-02-08T04:57Z [----] followers, [---] engagements "I've Y new one and old was great too but they felt like crossovers. I haven't seen a Rivian R2 yet but it looks like a better-shaped SUV. I do plan to get the R2. I've booked the Sony AFEELA sedan but I'm still loving the R2 more for an SUV. I want that AUTONOMOUS Driving for [--] and not [--]. ☺ https://twitter.com/i/web/status/2020365379886018963 https://twitter.com/i/web/status/2020365379886018963" [X Link](https://x.com/PSInvestor/status/2020365379886018963) 2026-02-08T05:13Z [----] followers, [---] engagements "@LeStonkJames @Kalshi 🤣 Man you are so anti cramer Few" [X Link](https://x.com/PSInvestor/status/2020383396753731740) 2026-02-08T06:25Z [----] followers, [--] engagements "@elonmusk @grok how was he doing it" [X Link](https://x.com/PSInvestor/status/2020530787720839638) 2026-02-08T16:10Z [----] followers, [----] engagements "@BlackPantherCap @nikitabier Right 🤣 and $FIG Figma" [X Link](https://x.com/PSInvestor/status/2020531997580431380) 2026-02-08T16:15Z [----] followers, [---] engagements "@fantstockleague @Kyle96033239 Monster picks❤" [X Link](https://x.com/PSInvestor/status/2020553721030332424) 2026-02-08T17:42Z [----] followers, [--] engagements "I haven't written a line of code in [--] years. Today I built my own Financial Terminal. They say AI is a bubble. I say: try "Vibe Coding." I wanted a Portfolio Strategy Tool (PSI) that did exactly what I neededlive simulations liquidity testing and benchmarking against the S&P [---]. I didn't want to wrestle with Excel formulas anymore (honestly I haven't touched a spreadsheet for my portfolio in months). So I partnered with AI. My Role: The Architect (The "Vibe"). I described the strategy the features and the logic. AI's Role: The Engineer. It wrote 100% of the Python code. The Stack: Brain: AI" [X Link](https://x.com/PSInvestor/status/2020623286443680039) 2026-02-08T22:18Z [----] followers, [---] engagements "@MaoBaoBaomby" [X Link](https://x.com/PSInvestor/status/2020656553771274291) 2026-02-09T00:30Z [----] followers, [--] engagements "@Shan_Specter Yes several stocks but $NVDA and $GOOGL are my biggest ones" [X Link](https://x.com/PSInvestor/status/2020657032236601543) 2026-02-09T00:32Z [----] followers, [--] engagements "It is time to see all the $HOOD Robinhood screenshots. Also @RobinhoodApp why can we not select tax lots in the desktop version Why is it only available in mobile It makes it hard to maneuver when doing a trade right away. Please do something about this" [X Link](https://x.com/PSInvestor/status/2020667226362184095) 2026-02-09T01:13Z [----] followers, [---] engagements "@3KComeback You gave the vibe coding inspiration. Seeing your post I felt like doing this. Thank you brother 🫶🏻❤" [X Link](https://x.com/PSInvestor/status/2020702764523982980) 2026-02-09T03:34Z [----] followers, [--] engagements "@JaguarAnalytics" [X Link](https://x.com/PSInvestor/status/2020702916953481413) 2026-02-09T03:34Z [----] followers, [---] engagements "@Polymarket @grok this is fake right" [X Link](https://x.com/PSInvestor/status/2020705526632566950) 2026-02-09T03:45Z [----] followers, [----] engagements "@SInow @grok was this is the worst in history" [X Link](https://x.com/PSInvestor/status/2020705713463660752) 2026-02-09T03:45Z [----] followers, [---] engagements "@mog_russEN Queen controlled the allowance" [X Link](https://x.com/PSInvestor/status/2020705892027789468) 2026-02-09T03:46Z [----] followers, [---] engagements "@accounting_ds @goooonnney No don't say that. 😭🥹🙏🏻 If you don't wanna exist on X that's fine" [X Link](https://x.com/PSInvestor/status/2020706592006734332) 2026-02-09T03:49Z [----] followers, [--] engagements "Everything will be autonomous. Jensen said it as well that kids might not even need to learn how to drive. Already Tesla and Rivian are doing it. The day Level [--] autonomy comes I don't see a reason why not. Maybe you might need a permit to buy a car at legal age. I pay for my $tsla FSD and the new update and version make the car flawless with zero interventions by me. I drove from SF to LA; it parked right in front of my in-laws' driveway. The only time I intervened was to plug in the charger. That's a huge level up. From what I saw a lot of things can go away but I think I'm always bullish" [X Link](https://x.com/PSInvestor/status/2020773657749201370) 2026-02-09T08:15Z [----] followers, [--] engagements "@DivesTech Let's go. Any room for $adbe or $fig Any thoughts" [X Link](https://x.com/PSInvestor/status/2020831944477651064) 2026-02-09T12:07Z [----] followers, [----] engagements "Morgan Stanley just initiated coverage on $CIFR with an Overweight and a $38 price target. 🥹🙏🏻" [X Link](https://x.com/PSInvestor/status/2020877868969148887) 2026-02-09T15:10Z [----] followers, [---] engagements "$AMKR Q4 [----] Earnings EPS $0.69 Revenue $1.89B Performance 1.EPS +60% YoY (vs $0.43) +35% QoQ (vs $0.51) 2.Revenue +16% YoY (vs $1.63B) -5% QoQ (vs $1.99B) 3.Gross margin 16.7% (vs 15.1% YoY 14.3% QoQ) 4.Operating margin 9.8% (vs 8.3% YoY 8.0% QoQ) 5.EBITDA $369M Full year [----] snapshot 1.Revenue $6.71B (+6% YoY) 2.Operating income $467M Net income $374M EPS $1.50 3.EBITDA $1.16B 4.Op cash flow $1.10B Free cash flow $308M + short-term investments $1.99B Total debt $1.45B What Im watching next 1.Q1 [----] guide: Revenue $1.60B$1.70B gross margin 12.5%13.5% EPS $0.18$0.28 [------] CapEx guide:" [X Link](https://x.com/PSInvestor/status/2020968498726670705) 2026-02-09T21:10Z [----] followers, [---] engagements "@JeffBezos @blueorigin @grok what does that mean Slow and steady wins the race" [X Link](https://x.com/PSInvestor/status/2020977767765114899) 2026-02-09T21:47Z [----] followers, [----] engagements "Ask this guy to go touch grass please $GOOGL Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of [----] Motorola was a top [--] market cap and top [--] revenue corporation in America. Never again. The Motorola https://t.co/BuzrpPQj4u Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of [----] Motorola was a top [--] market cap and top [--] revenue corporation in America. Never again." [X Link](https://x.com/PSInvestor/status/2020979343883927751) 2026-02-09T21:53Z [----] followers, [---] engagements "Same. In my job circle none invest except those from Asian backgrounds. The rest ask "With what" These are people with [--] years in tech jobs or 3-4 years in big law. I say "You need a FA to figure out with what" We are ahead of the herd. Most people wanna fake level-up status for the public instead of becoming silent millionaires and multi-millionaires. 🤷🏻♂ https://twitter.com/i/web/status/2021176331711721778 https://twitter.com/i/web/status/2021176331711721778" [X Link](https://x.com/PSInvestor/status/2021176331711721778) 2026-02-10T10:56Z [----] followers, [--] engagements "$OSCR earnings" [X Link](https://x.com/PSInvestor/status/2021180761869599036) 2026-02-10T11:13Z [----] followers, [----] engagements "$OSCR Oscar Health Inc. [----] Financial Guidance Summary $OSCR Oscar Health Announces Financial Results for Fourth Quarter and Full-Year [----] Achieves Record Membership of [---] Million and Provides Full-Year [----] Outlook Including More Than $18 Billion in Revenue Quote from CEO Mark Bertolini [----] was a reset year for the $OSCR Oscar Health Announces Financial Results for Fourth Quarter and Full-Year [----] Achieves Record Membership of [---] Million and Provides Full-Year [----] Outlook Including More Than $18 Billion in Revenue Quote from CEO Mark Bertolini [----] was a reset year for the" [X Link](https://x.com/PSInvestor/status/2021184214750609668) 2026-02-10T11:27Z [----] followers, [---] engagements "@BlackPantherCap @MorganStanley 🤞🤞" [X Link](https://x.com/PSInvestor/status/2021296755040768052) 2026-02-10T18:54Z [----] followers, [--] engagements "$KOPN presentation from Noble Conference" [X Link](https://x.com/PSInvestor/status/2022161239934476609) 2026-02-13T04:09Z [----] followers, [---] engagements "ARK Invest trades for 2026-01-28 Buy: $CRSP $BEAM $TEM $NTLA $BLSH another dca Sell: $KTOS $ILMN $TWST $TER" [X Link](https://x.com/PSInvestor/status/2016680402552029380) 2026-01-29T01:10Z [----] followers, [---] engagements "ARK Invest trades for 2026-01-29 Buy: $BEAM $CRSP $JOBY $KDK Sell: $ILMN $KTOS $TER $VCYT" [X Link](https://x.com/PSInvestor/status/2017048443769016647) 2026-01-30T01:33Z [----] followers, [---] engagements "$QS unusual options" [X Link](https://x.com/PSInvestor/status/2021690560889651457) 2026-02-11T20:59Z [----] followers, [----] engagements "@JaguarAnalytics I've been holding $KOPN for a while now. I'm really waiting for $LMT to get an award as they will get direct benefit. $KOPIN themselves said it. Let's see if this helps too. It's been beaten down for a while" [X Link](https://x.com/PSInvestor/status/2022152289725874616) 2026-02-13T03:34Z [----] followers, [---] engagements "@grok @flyarcher Thank you this is good" [X Link](https://x.com/PSInvestor/status/2022469806491062699) 2026-02-14T00:35Z [----] followers, [--] engagements "Vanguard disclosed a 5.29% stake in Richtech Robotics $RR. A Schedule 13G filed on January [--] shows Vanguard owns [-------] shares representing 5.29% of the company as of December [--] [----]. This reflects continued institutional ownership through year-end and follows Vanguards internal reporting realignment in January. The shares are held in the ordinary course of business with no intent to influence control. My opinion on this does not move the stock tomorrow. It matters for structure. A stable institutional base tends to matter when execution starts to show up. Its not a sprint its a marathon." [X Link](https://x.com/PSInvestor/status/2017329378867466553) 2026-01-30T20:09Z [----] followers, [----] engagements "The company is not going anywhere. It just did a massive restructuring. I am not a fan but other companies when they do RS they are either going bankrupt or very diluted. $FUBO is not. $DIS is the parent company. They had a massively strong quarter and so did $FUBO. Try to look at this from a fresh perspective not in general. Why I hate it is because I have been holding tons of shares and so have others. We all wanted upside with multiple shares; now we lose that. Anyway $DIS controls the majority now so we cannot even vote for it. This is part of the game." [X Link](https://x.com/PSInvestor/status/2018662932469383260) 2026-02-03T12:28Z [----] followers, 23.2K engagements "ARK Invest trades for 2026-02-03 Buy: $ARKB. $AVAV. $BLSH. $BMNR. $COIN. $CRCL. $CRWV. $DDOG. $GOOG. $GTLB. $HOOD. $KDK. $RBLX. $SHOP. $SLMT. $WGS. $XYZ. Sell: $ABNB. $DKNG. $DSY. $GH. $GLBE. $ILMN. $PD. $TTD. $VCYT" [X Link](https://x.com/PSInvestor/status/2018854189540246013) 2026-02-04T01:08Z [----] followers, [---] engagements "Navitas [---] Gets a Distribution Backbone $NVTS Navitas + $AVT Avnet: wiring the AI power stack into a real channel Navitas just turned Avnet into its globally franchised distributor. That sounds like boring plumbing but for a tiny power semi trying to ride the AI data center and electrification waves this is a big structural move. Here is how I see it. Navitas today Navitas is a pure-play wide-bandgap power semi company: GaNFast GaN ICs plus GeneSiC high-voltage SiC. They sit in the power path not the compute path. [----] revenue was $83.3M up 5% YoY with a GAAP operating loss of $130.7M and" [X Link](https://x.com/PSInvestor/status/1999654406523072534) 2025-12-13T01:35Z [----] followers, [----] engagements "$QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). $QS appreciation post [----] has been one of those years where the story didnt move in a straight line but the foundation kept getting thicker. Ive been buying $QS for a while and my lowest fill is $3.74. Not because I thought it would be easy but because I wanted exposure $QS appreciation post [----] has been one of those years where the story didnt move in a straight line but the foundation kept getting thicker. Ive been buying $QS for a while and my lowest fill is $3.74. Not because I thought it would be easy but" [X Link](https://x.com/PSInvestor/status/2021323437743145260) 2026-02-10T20:40Z [----] followers, [----] engagements "Tomorrow for me: only major earnings. $QS: This is coming to an inflection point in a few quarters or maybe this year only. Last quarter they had their first small revenue of $11M. $GRAB is for LEAPs. Let's see how it works for both. I had $AUR it expired already. Good luck. $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB" [X Link](https://x.com/PSInvestor/status/2021475127691776151) 2026-02-11T06:43Z [----] followers, [---] engagements "$IREN is joining the MSCI USA Index effective at the close on Feb [--]. This is a mechanical buyer event. Index and closet-index money that tracks MSCI USA has to own it into the rebalance window. MSCI is adding [--] names and deleting [--] in the USA sleeve this round. $IREN is on the additions list. What I watch next: volume pickup into the rebalance and the Feb [--] closing print. That is where these flows usually show up. Bigger picture: more visibility and liquidity helps. It is not the thesis but it can change the trading dynamics around the name. The other [--] additions to the MSCI USA Index" [X Link](https://x.com/PSInvestor/status/2021673554098733291) 2026-02-11T19:51Z [----] followers, [---] engagements "Covered call recap for this week. I sold $7714 in premium and spent $4570 buying them back so net I booked +$3144. Went [--] for [--] on the closes. Biggest winners were $SMCI +$920 $RKLB +$792 $SMR +$710. Also closed $LCID +$144. Most of these were quick premium decay trades. On [--] of the winners I kept about 75% to 89% of the credit before closing. You running covered calls too https://twitter.com/i/web/status/2021685027109798177 https://twitter.com/i/web/status/2021685027109798177" [X Link](https://x.com/PSInvestor/status/2021685027109798177) 2026-02-11T20:37Z [----] followers, [---] engagements "Also closed $TEM +$306 $ZETA +$260 $NVTS +$240 The one that didnt work was i forgot the earnings was tomorrow I thought it will pop and little did I know. Well you live and learn everyday. $HOOD -$228" [X Link](https://x.com/PSInvestor/status/2021685034185634011) 2026-02-11T20:37Z [----] followers, [---] engagements "$QS Q4 [----] Earnings EPS -$0.17 vs -$0.17 (In Line). Revenue $0 vs $0 (In Line). Performance EPS up 23% YoY up 6% QoQ. Revenue unchanged YoY unchanged QoQ. $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB" [X Link](https://x.com/anyuser/status/2021695358607499746) 2026-02-11T21:18Z [----] followers, [----] engagements "$CIFR just added Thomas Duda to the Board. This is not a random board seat. Its a signal that Cipher is leaning harder into the data center developer identity not just a bitcoin miner. What stands out: Duda is real estate investment + asset management background (Henry Crown & Co Hunt Companies One William Street). Thats directly relevant when your business model is turning power sites into financed permitted buildable infrastructure. @rftylerpage basically said the quiet part out loud: they want board muscle that helps them execute the pivot to data center development and operations. My" [X Link](https://x.com/PSInvestor/status/2021698065019937177) 2026-02-11T21:29Z [----] followers, [----] engagements "https://www.globenewswire.com/news-release/2026/02/11/3236656/0/en/Cipher-Welcomes-Thomas-Duda-to-the-Company-s-Board-of-Directors.html https://www.globenewswire.com/news-release/2026/02/11/3236656/0/en/Cipher-Welcomes-Thomas-Duda-to-the-Company-s-Board-of-Directors.html" [X Link](https://x.com/PSInvestor/status/2021698066601140638) 2026-02-11T21:29Z [----] followers, [---] engagements "$QS [----] Full-Year Update: Liquidity: Ended [----] with $970.8M in liquidity. Revenue Model: First customer billings hit $19.5M for the year as the capital-light licensing model takes shape. Outlook: [----] focus shifts to scaling Eagle Line production and expanding into data centers & defense. Steady progress toward commercialization. Still a long-term play. https://twitter.com/i/web/status/2021702526643687684 https://twitter.com/i/web/status/2021702526643687684" [X Link](https://x.com/anyuser/status/2021702526643687684) 2026-02-11T21:46Z [----] followers, [---] engagements "ARK Invest trades for 2026-02-11 Buy: $KDK. $FIG. $HOOD. $SHOP. $BLSH. $CRCL. $TEM. $THAR. $SLMT. Sell: $TTD. $PD. $GTLB. $ABNB. $PINS. $U. $ICE. $Z. $TWST. $TER" [X Link](https://x.com/anyuser/status/2021754576031166798) 2026-02-12T01:13Z [----] followers, [---] engagements "Some weeks feel heavy in a way that is hard to explain. You can be doing the right things on paper and still feel blue. Still feel alone. Still feel like the weight of the world is sitting on your chest the moment you open your eyes. Life has this strange setup where pain can feel private even when you are surrounded by people. You might have friends. Family. A partner. A whole room full of support. And still the mind can make it feel like you are carrying everything by yourself. A lot of days we just go into survival mode. Wake up. Do what needs to be done. Push through. Get to the end of" [X Link](https://x.com/PSInvestor/status/2021808016778318218) 2026-02-12T04:46Z [----] followers, [---] engagements "And the truth is you do not really understand any of this until you go through it. You can hear other people talk about stress. Anxiety. Depression. Pressure. But until you feel it in your body and your thoughts and your daily life it stays theoretical. Pain makes lessons real. Loss makes lessons real. Failure makes lessons real. Certain losses train you. They shape you. They humble you. They teach you what matters and what does not. They show you your blind spots. They also show you your strength. Life experience compounds over time the same way anything else compounds. Slowly then all at" [X Link](https://x.com/PSInvestor/status/2021808019106148483) 2026-02-12T04:46Z [----] followers, [---] engagements "ARK Invest trades for 2026-02-12 Buy: $TEM $SHOP $HOOD $RBLX $BMNR $BLSH $CRSP $NTLA $BEAM $SLMT $KDK $GENI $TOST $U $ADYEN $THAR Sell: $PD $TWST $TER $DKNG $ABNB $TTD $MELI $PINS $KSPI $DSY $Z $ICE" [X Link](https://x.com/PSInvestor/status/2022116715153576084) 2026-02-13T01:12Z [----] followers, [---] engagements "The Eye of the Soldier: Why the DoD Just Backstopped Kopin $KOPN 1) The Department of War just highlighted two IBAS investments totaling $24.5M to strengthen the US supply chain for advanced optical microdisplays. The awards went to $KOPN Kopin and Tectus. The announcement was delayed by the government shutdown. 2) This matters because microdisplays sit inside some of the most important defense systems. Heads up displays for pilots. Advanced night vision goggles. Weapon optics. Unmanned systems. 3) The focus here is MicroLED. The DoW release calls out daylight readability with full color" [X Link](https://x.com/PSInvestor/status/2022161232313438303) 2026-02-13T04:09Z [----] followers, [---] engagements "$FUBO filed a preliminary Schedule 14C that lays out a potential reverse stock split. Range is 1-for-8 to 1-for-12. The board picks the final ratio decides when to file it and can also abandon it. This is not a vote. Hulu already approved it by written consent. As of the Feb [--] [----] record date Fubo had [---------] shares of Class A outstanding and [---------] shares of Class B outstanding. Hulu owns all [---------] Class B shares which translates to about 72.9% of the combined voting power. In other words this is a controlled company decision. Timing matters. The split cannot be effective earlier" [X Link](https://x.com/PSInvestor/status/2022433312095244534) 2026-02-13T22:10Z [----] followers, [---] engagements "@fantstockleague @TheStocksKing Wow Congratulations man. 🫡🤝 Amazing win. First of many. @Kaizen_Investor close one brother. You've got the next one. ❤" [X Link](https://x.com/PSInvestor/status/2022440925059002741) 2026-02-13T22:41Z [----] followers, [--] engagements "@GuntherEagleman @grok is there any new updates on shutdown" [X Link](https://x.com/PSInvestor/status/2022468058078691416) 2026-02-14T00:28Z [----] followers, [--] engagements "@flyarcher @grok this should have been done long ago by a mature company already Is achr still too early" [X Link](https://x.com/PSInvestor/status/2022468838273728871) 2026-02-14T00:32Z [----] followers, [--] engagements "$CIFR It didn't fade me at [--] it wouldnt now. Also bought some $IREN. Everything looks so bad right now eh It will come back stronger. I know it" [X Link](https://x.com/PSInvestor/status/2019484903948136666) 2026-02-05T18:54Z [----] followers, [---] engagements "$QS earnings today AF $QS: This is coming to an inflection point in a few quarters or maybe this year only. Last quarter they had their first small revenue of $11M. $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB" [X Link](https://x.com/anyuser/status/2021688355189137477) 2026-02-11T20:50Z [----] followers, [----] engagements "$QS Q4 FY2025 shareholder letter is a reminder this is still a scale-up story not a revenue story yet. the two things that matter are (1) proof the process can scale and (2) cash runway while they do it. On execution they say Cobra is now integrated into their production baseline and they shipped Cobra-based QSE-5 cells to Volkswagen Group. They also completed installation of the Eagle Line pilot production line and held an inauguration event on Feb [--] [----]. The whole pitch is Eagle Line becomes the blueprint they can hand to licensing partners for gigawatt-hour scale. Financial KPIs that" [X Link](https://x.com/anyuser/status/2021697489343328586) 2026-02-11T21:26Z [----] followers, [----] engagements "@3KComeback Whoever hates on your port needs to grow up. I Love your port. What you're doing is absolutely beast. ❤🫶🏻 Ignore the naysayers. You keep doing what you doing brother. You are killing more than anyone" [X Link](https://x.com/PSInvestor/status/2022399920934924373) 2026-02-13T19:58Z [----] followers, [---] engagements "@fantstockleague @TheStocksKing @Kaizen_Investor Love it" [X Link](https://x.com/PSInvestor/status/2022445459441385688) 2026-02-13T22:59Z [----] followers, [--] engagements "ARK Invest trades for 2026-02-13 Buy: $COIN. $RBLX. $BEAM. $CRSP. $THAR. $SLMT. Sell: $TTD. $GTLB. $CRM. $ABNB. $PD. $TWST. $KSPI. $DSY. $TER" [X Link](https://x.com/PSInvestor/status/2022480780233183334) 2026-02-14T01:19Z [----] followers, [---] engagements "$NP set to open at 22$-24$" [X Link](https://x.com/PSInvestor/status/1973394024422678896) 2025-10-01T14:26Z [----] followers, [---] engagements "$NVTS Navitas Semiconductor and Cyient Semiconductors just set up a long-term partnership to push GaN power technology across Indias AI mobility industrial and energy markets. The stated goal is simple: build a full GaN ecosystem in India from design to local supply chain and ride the policy tailwind around Semicon India and Make in India. The release lays it out clearly. They want to co-develop GaN products digital and mixed-signal ICs GaN-based system modules and design enablement platforms aimed at high-voltage high-power segments like AI data centers EVs high-performance compute grid" [X Link](https://x.com/PSInvestor/status/1998070203511443774) 2025-12-08T16:40Z [----] followers, [----] engagements "ARK Invest trades for 2025-12-19 Sell: $IRDM $IBTA $IONS" [X Link](https://x.com/PSInvestor/status/2002194344967897355) 2025-12-20T01:48Z [----] followers, [---] engagements ""Delta Forge [--] represents the next stage of $APLD Applied Digitals growth as we continue to deliver AI infrastructure through disciplined execution said Wes Cummins Chairman and Chief Executive Officer of Applied Digital. AI Factories succeed or fail based on how effectively power cooling and operations are integrated. We believe this campus will be built to scale alongside hyperscale demand while delivering operational certainty for customers and lasting value for the communities where we operate. Another milestone in motion. Applied Digital Breaks Ground on Delta Forge [--] a [---] MW AI Factory" [X Link](https://x.com/PSInvestor/status/2014739683272753423) 2026-01-23T16:39Z [----] followers, [---] engagements "$TTD The Trade Desk (TTD) was added to the S&P [---] effective prior to the opening of trading on Friday July [--] [----] replacing ANSYS Inc.Companies are removed from the S&P [---] due to declining market cap mergers or committee discretion typically quarterly or as needed. There is a high chance of it being removed. Can $SOFI get in https://twitter.com/i/web/status/2015818698347741257 https://twitter.com/i/web/status/2015818698347741257" [X Link](https://x.com/PSInvestor/status/2015818698347741257) 2026-01-26T16:06Z [----] followers, [---] engagements "$NUE Q4 [----] Earnings (expected) EPS $1.81 (expected). Revenue $7.91B (expected)" [X Link](https://x.com/PSInvestor/status/2015878080116736310) 2026-01-26T20:02Z [----] followers, [---] engagements "$RR to the new folks who bought Richtech Robotics. As a long-time holder these swings are normal. Welcome to the community. I've been dealing with this for more than a year now" [X Link](https://x.com/PSInvestor/status/2016964324338847959) 2026-01-29T19:59Z [----] followers, [----] engagements "Brutal sell-off on no news or fundamentals. Simply macro news effect. Expect more volatility and be prepared. Red days are great; they just hurt a bit. Long-term vision amid all this noise until we reach those strong green days is the tough part to handle. Stay composed. Purchased today: $CIFR $MU Its not a sprint; its a marathon. Market breadth was decisively negative. In the S&P [---] decliners outnumbered advancers by a wide margin with roughly [---] stocks down versus [---] up. That points to weakness beneath the index level even if headline moves looked contained. $SNDK $DECK $TTWO $KLAC The" [X Link](https://x.com/PSInvestor/status/2017266898296299953) 2026-01-30T16:01Z [----] followers, [----] engagements "$Qs QuantumScape added a seasoned operator to its board. QS announced the appointment of Geoff Ribar as a director. Ribar brings decades of financial and operating experience across technology companies including prior CFO roles at $CDNS Cadence Design Systems $NVDA NVIDIA Telegent Systems and Matrix Semiconductor. He also previously served as VP and corporate controller at $AMD. This is a governance move not a headline trade catalyst. Board additions like this usually signal a shift in emphasis toward discipline capital allocation and long-term scaling rather than near-term storytelling." [X Link](https://x.com/PSInvestor/status/2017499256421339339) 2026-01-31T07:24Z [----] followers, [----] engagements "The $NVDA and OpenAI headlines this week are a good example of how noise gets manufactured. One headline pushed the idea that $Nvidia was not investing $100B into OpenAI. That framing was misleading. There was never a confirmed $100B equity investment commitment from Nvidia to walk back. The number being circulated referred to OpenAIs long-term infrastructure and compute ambitions across partners not a single Nvidia check. Today Jensen clarified it directly. Nvidia is working with OpenAI and others on AI infrastructure and compute but there is no standalone $100B Nvidia investment. That lines" [X Link](https://x.com/PSInvestor/status/2017620237030674751) 2026-01-31T15:25Z [----] followers, [----] engagements "S&P [---] coming soon. Trade Desk is going out; their MC is already lower than 22B now. This is $SOFI's year. @ant_trading1 follow and go through thesethey're very insightful. Also use the simulator; it's very intuitive. I love it. As always brother the community appreciates you. https://twitter.com/i/web/status/2017795808574472353 https://twitter.com/i/web/status/2017795808574472353" [X Link](https://x.com/PSInvestor/status/2017795808574472353) 2026-02-01T03:03Z [----] followers, [---] engagements "$SMCI Powered by DCBBS Supermicro is expanding/transforming into a leading AI and datacenter infrastructure company delivering total solutions that simplify deployment accelerate time-to-market and reduce TCO" said Charles Liang Founder President and CEO of Supermicro. With a rapidly expanding order book including more than $13B in $nvda Blackwell Ultra orders we expect at least $36 billion in revenue for fiscal year [----]. $SMCI Q1 [----] Earnings EPS [----] (Non-GAAP). Revenue $5.0B. Performance EPS down 52% YoY. Revenue down 15% YoY down 14% QoQ. Highlights Gross Margin 9.3% (vs 13.1% YoY)." [X Link](https://x.com/PSInvestor/status/2018796131287961930) 2026-02-03T21:17Z [----] followers, [----] engagements "This week I was able to pull my full original $APLD capital out plus $3346 extra. So my remaining $APLD position is now on the house. It is still about 5% of my portfolio. Ive been in $APLD since [----] 1.74$. I kept buying over time with my last adds in [----] sept at 3.55$. From my early entries it has been about a 10x move at the highs. Getting to this point feels good not because I am done but because it resets the risk. Let it ride now. Ive been trying to do this more often across the portfolio when the market gives me the chance. Reduce stress. Keep exposure. Stay patient. In this blood red" [X Link](https://x.com/PSInvestor/status/2019153053501534644) 2026-02-04T20:56Z [----] followers, [----] engagements "$CIFR CEO Tyler Page posted TODAY the I drink your milkshake meme around GOOGLEs earning. The data just proved him right. Google $GOOG Q4 earnings confirmed the scale of capital hunting for energy infrastructure. The Numbers $GOOGL Alphabet confirmed [----] CapEx guidance of $175B - $185B. That is roughly double their [----] spend. The Constraint Sundar Pichai admitted the critical issue is constraints related to computing power and electricity. They have $185B to spend but physics limits deployment without permitted grid-connected power. The Connection $GOOGL Google already holds a 5.4% equity" [X Link](https://x.com/PSInvestor/status/2019283714451423361) 2026-02-05T05:35Z [----] followers, [---] engagements "AI Reit $CIFR https://t.co/fqVs2RTpn0 https://t.co/fqVs2RTpn0" [X Link](https://x.com/PSInvestor/status/2019283716284248236) 2026-02-05T05:35Z [----] followers, [---] engagements "$IREN Earnings EPS (N/A) vs [-----] (expected). Revenue $184.7M vs $226.90M (Miss by 19%). Performance Revenue up 54% YoY down 23% QoQ. $IREN Q4 earnings est $IREN Q4 earnings est" [X Link](https://x.com/PSInvestor/status/2019518279933735369) 2026-02-05T21:07Z [----] followers, [----] engagements "$VSAT Q3 FY26 Core results Revenue $1.157B (+3% YoY) Net income $25M (vs -$158M YoY) Operating income $26M (vs -$154M YoY) Adj EBITDA $387M (-2% YoY) Orders and backlog New contract awards $971M (-10% YoY) Backlog $3.967B (+12% YoY) Communication Services awards $671M (-11% YoY) Defense and Advanced Technologies awards $300M (-8% YoY) Segment pulse Communication Services: Revenue $825M (+1% YoY) Adj EBITDA $319M (-3% YoY) DAT: Revenue $332M (+9% YoY) Adj EBITDA $68M (+7% YoY) DAT backlog $1.2B (+27% YoY) book-to-bill 0.9x Cash flow capex balance sheet Operating cash flow $307M (excluding the" [X Link](https://x.com/PSInvestor/status/2019521044537831912) 2026-02-05T21:18Z [----] followers, [---] engagements "ARK Invest trades for 2026-02-06 Buy: $GOOG $BLSH $RXRX $TEM $THAR $KDK Sell: $PD $TTD $ROKU $COIN $GH $GLBE $IRDM $QCOM" [X Link](https://x.com/PSInvestor/status/2019944812041105905) 2026-02-07T01:22Z [----] followers, [---] engagements "@TMZ @zerohedge @grok what is it about" [X Link](https://x.com/PSInvestor/status/2020599846194032710) 2026-02-08T20:45Z [----] followers, [----] engagements "$GOOG: TotalEnergies $TTE just signed a big Texas power deal for data centers. Here is what matters to me. 1.The size TotalEnergies signed two 15-year PPAs to deliver [--] GW of solar capacity for Googles Texas data centers. Projects: Wichita (805 MWp) + Mustang Creek (195 MWp) = [----] MWp. 2.The actual energy behind the headline They put the math in the release: [--] GW = [--] TWh over [--] years. Thats about [----] TWh per year or roughly [---] MW average power flowing to the grid. 3.The financial part people ignore This is the point of a long PPA: it turns a development project into contracted cash flow." [X Link](https://x.com/PSInvestor/status/2020815195921404070) 2026-02-09T11:01Z [----] followers, [---] engagements "ARK Invest trades for 2026-02-09 Buy: $RBLX $BLSH $RXRX $TEM $THAR $KDK Sell: $GLBE $PINS $QCOM $TTD $PD $GTLB" [X Link](https://x.com/PSInvestor/status/2021028715178885165) 2026-02-10T01:09Z [----] followers, [---] engagements "$CIFR: A Miner Dressing Up As an AI Infrastructure REIT @MorganStanley finally caught up. $CIFR: A Miner Dressing Up As an AI Infrastructure REIT $CIFR is no longer just a bitcoin miner. The story has shifted into something closer to a power-and-land platform that can monetize megawatts in multiple ways. Bitcoin mining is one path. AI and high-performance computing https://t.co/0Yu3M4CkL7 $CIFR: A Miner Dressing Up As an AI Infrastructure REIT $CIFR is no longer just a bitcoin miner. The story has shifted into something closer to a power-and-land platform that can monetize megawatts in" [X Link](https://x.com/PSInvestor/status/2021038141067624917) 2026-02-10T01:46Z [----] followers, [---] engagements "$OSCR Oscar Health Announces Financial Results for Fourth Quarter and Full-Year [----] Achieves Record Membership of [---] Million and Provides Full-Year [----] Outlook Including More Than $18 Billion in Revenue Quote from CEO Mark Bertolini [----] was a reset year for the individual market and we took decisive actions to return to profitability in [----] said Mark Bertolini CEO of Oscar Health. Our new suite of affordable products agentic AI features and exceptional member experience drove record- high membership positioning us to achieve significantly improved financial performance in [----]. Oscars" [X Link](https://x.com/PSInvestor/status/2021183613417431131) 2026-02-10T11:24Z [----] followers, [----] engagements "Wow. I have nothing against the estate. Yes it's a scar. Thinking all these things he did in files might have been done in that home. The same goes for murder houses too right I don't believe all this. Not about the Epstein but about the house. Just so no one bites my head off here. 🤣 People move on; the home stays. It doesnt mean it's cursed or whatever one has to call it. Just like us humans it had a bad history. With new interior it all gets good and starts a new life like sometimes we humans bounce back. https://twitter.com/i/web/status/2021291337795166259" [X Link](https://x.com/PSInvestor/status/2021291337795166259) 2026-02-10T18:33Z [----] followers, [--] engagements "$HOOD Q4 and FY [----] was a monster year on the numbers. 1.Revenue Q4 net revenue: $1.283B (+27% YoY) FY [----] net revenue: $4.47B (+52% YoY) 2.What drove it (Q4 mix) Transaction revenue: $776M (+15% YoY) Options: $314M (+41%) Equities: $94M (+54%) Crypto: $221M (-38%) Other transaction: $147M (300%+) Net interest revenue: $411M (+39%) Other revenue: $96M (+109%) Gold subscription revenue: $50M (+56%) 3.Profitability Q4 net income: $605M diluted EPS: $0.66 FY net income: $1.883B diluted EPS: $2.05 Q4 adjusted EBITDA: $761M (about 59% margin) FY adjusted EBITDA: $2.52B (about 56% margin)" [X Link](https://x.com/PSInvestor/status/2021331993963921908) 2026-02-10T21:14Z [----] followers, [---] engagements "ARK Invest trades for 2026-02-10 Buy: $BLSH. $KDK. $RBLX. $SLMT. $TEM. Sell: $PD. $PINS. $TTD" [X Link](https://x.com/PSInvestor/status/2021391946649043233) 2026-02-11T01:12Z [----] followers, [---] engagements "@alc2022 Lawsuit for sure incoming. 🤣 Find a good lawyer. Don't look for billboard ones. They will give you advice what you gave to people on $HIMS. 🤣 My son is smarter than you and yes he is more than you. 🤣🤣" [X Link](https://x.com/PSInvestor/status/2021428167714668657) 2026-02-11T03:36Z [----] followers, [---] engagements "@SmallCapSnipa $LEN don't forget this one too : ) This is in my conversation portfolio with my wife haha. I cannot let her see 50% swings she will go crazy 😂" [X Link](https://x.com/PSInvestor/status/2021461341928865973) 2026-02-11T05:48Z [----] followers, [---] engagements "$QS on Jan 30th added Geoff as a director who has been ex- $NVDA and $CDNS just to name a few. They are definitely planning big moves in the background. $Qs QuantumScape added a seasoned operator to its board. QS announced the appointment of Geoff Ribar as a director. Ribar brings decades of financial and operating experience across technology companies including prior CFO roles at $CDNS Cadence Design Systems $NVDA NVIDIA https://t.co/eH5aXIbQql $Qs QuantumScape added a seasoned operator to its board. QS announced the appointment of Geoff Ribar as a director. Ribar brings decades of" [X Link](https://x.com/PSInvestor/status/2021473492148027648) 2026-02-11T06:36Z [----] followers, [---] engagements "@tesla_na @grok these are the lowest models do they come with fsd if subscribed" [X Link](https://x.com/PSInvestor/status/2021665252128305543) 2026-02-11T19:18Z [----] followers, [----] engagements "$AUR Q4 [----] update is less about a single quarter print and more about the operating ramp. Aurora says it tripled its driverless network to [--] routes with a validated [----] mile driverless lane between Fort Worth and Phoenix. That matters because it is beyond Hours of Service limits so autonomy is not just a labor swap it can be a time compression machine if utilization holds. The other big KPI in here is uptime. Aurora says weather constrained driverless ops in Texas about 40% of the time last year and the latest release expands driverless capability into rain fog and heavy wind. If true" [X Link](https://x.com/PSInvestor/status/2021701876593635608) 2026-02-11T21:44Z [----] followers, [---] engagements "@treasury_bill @FransBakker9812 @jiahanjimliu Some companies' sector categorizations don't make sense. $RIOT healthcare $CIFR finance Just to name a few. What am I missing" [X Link](https://x.com/PSInvestor/status/2021827921976209646) 2026-02-12T06:05Z [----] followers, [---] engagements "@Mr_Derivatives Walmart" [X Link](https://x.com/PSInvestor/status/2022117995037045001) 2026-02-13T01:17Z [----] followers, [--] engagements "@PhotonCap What are the best photonics stocks you've been monitoring" [X Link](https://x.com/PSInvestor/status/2022142714423423386) 2026-02-13T02:56Z [----] followers, [---] engagements "I've been thinking about adding $WMT since [----] but I thought nah too slow no fun. I regret itit's the best stock more than anyone realizes. I've decided to start a position soon. My sister works at a private company that handles data for consumer companies and she's like you have no clue the data $WMT has compared to anyone else. https://twitter.com/i/web/status/2022143423550247335 https://twitter.com/i/web/status/2022143423550247335" [X Link](https://x.com/PSInvestor/status/2022143423550247335) 2026-02-13T02:58Z [----] followers, [--] engagements "JPMorgan reduces its $COIN Coinbase Global target price from $290 to $252" [X Link](https://x.com/PSInvestor/status/2022171766765105279) 2026-02-13T04:51Z [----] followers, [---] engagements "@Investor_Jelle Na $hood" [X Link](https://x.com/PSInvestor/status/2022367111709102486) 2026-02-13T17:47Z [----] followers, [--] engagements "@3KComeback Nope. Only $HOOD But I keep track of its comp. Helps to get a gist" [X Link](https://x.com/PSInvestor/status/2022400427141349506) 2026-02-13T20:00Z [----] followers, [--] engagements "Pentagon Used @AnthropicAI Claude in Maduro Venezuela Raid Wow. Is this a dis on @OpenAI $MSFT" [X Link](https://x.com/PSInvestor/status/2022443385920066045) 2026-02-13T22:50Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PSInvestor Patient Investor
Several companies are releasing their earnings reports, with some beating expectations, such as $TEM, $ALAB, $ZETA, and $HUBS. Others, like $IONQ and $EOSC, missed expectations. $FUBO's stock is experiencing significant activity, with a short squeeze possible and a potential boost in subscribers due to a dispute between $DIS and YouTube TV.
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Social Influence
Social category influence finance 98.51% stocks 60.2% technology brands 18.91% cryptocurrencies 16.92% exchanges #5756 celebrities 3.98% automotive brands 1.99% countries 1.99% financial services 1.49% social networks 1.49%
Social topic influence $cifr #162, ark #1033, $iren #229, $blsh #15, ai 6.97%, $tem #54, $kdk #7, $ter #29, $fubo #17, $ttd #52
Top accounts mentioned or mentioned by @grok @elonmusk @caesarcapitalz @jiahanjimliu @blackpanthercap @fantstockleague @3kcomeback @smallcapsnipa @kaizeninvestor @stockmeetups @danroberts0101 @nikitabier @thefinpitch @thetechinvest @accountingds @fransbakker9812 @jaguaranalytics @goooonnney @morganstanley @flyarcher
Top assets mentioned Cipher Mining Inc. Common Stock (CIFR) Iris Energy Limited (IREN) Bullish (BLSH) Tempus AI, Inc. (TEM) Teradyne, Inc. (TER) fuboTV Inc. (FUBO) Trade Desk, Inc. (TTD) Robinhood Markets, Inc. (HOOD) QuantumScape Corporation (QS) Bitcoin (BTC) Applied Digital Corp. (APLD) Twist Bioscience Corporation Common Stock (TWST) Mario Coin (COIN) Alphabet Inc Class A (GOOGL) Kratos Defense & Security Solutions, Inc. (KTOS) GitLab Inc. (GTLB) Veracyte, Inc. (VCYT) NVIDIA Corp. (NVDA) Roblox Corp. (RBLX) Global-e Online Ltd. (GLBE) CRISPR Therapeutics AG (CRSP) WeRide Inc. (WRD) Amkor Technology Inc (AMKR) BEAM (BEAM) Circle Internet Group, Inc. (CRCL) Illumina, Inc. (ILMN) Redwire Corporation (RDW) retard to retired (R/R) Super Micro Computer, Inc. Common Stock (SMCI) DisChain (DIS) Amazon.com, Inc. (AMZN) Guardant Health, Inc. Common Stock (GH) Pinterest, Inc. (PINS) GeneDx Holdings Corp. Class A Common Stock (WGS) Iridium Communications Inc. (IRDM) Unity Software Inc. (U) CoreWeave, Inc (CRWV) BITMINE IMMERSION TECH (BMNR) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Shopify Inc (SHOP) Airbnb, Inc. (ABNB) ARK 21Shares Bitcoin ETF (ARKB) Ibotta, Inc. (IBTA) Decentral Games ICE (ICE) Roku, Inc. (ROKU) 10x Genomics, Inc. Class A Common Stock (TXG) Richtech Robotics Inc. (RR) Novo-Nordisk (NVO) PayPal Holdings Inc (PYPL) Rocket Lab USA, Inc. Common Stock (RKLB) QUALCOMM, Inc. (QCOM) Adobe, Inc. (ADBE) Figma, Inc. (FIG) Morgan Stanley (MS) Oscar Health, Inc. (OSCR) Navitas Semiconductor Corporation Common Stock (NVTS) Grab Holdings Limited Class A Ordinary Shares (GRAB)
Top Social Posts
Top posts by engagements in the last [--] hours
"#nikkei all time highs $ni225 +12% YTD outperforming $Syp"
X Link 2025-09-09T01:30Z [----] followers, [---] engagements
"Grab Holdings $GRAB reports strong Q3 [----] results with a 22% revenue increase to $873M and a $17M profit. On-Demand GMV grew 24% to $5.8B. Analysts rate $GRAB a Buy with a $7.55 target. Robust financials but caution advised due to high P/E ratio"
X Link 2025-11-04T13:04Z [----] followers, [---] engagements
"$BULL Webull Earnings EPS [----] vs [----] (Beat by 133%) Revenue $156.94M vs $137.28M (Beat by 14%) Performance EPS up 275% YoY up 40% QoQ Revenue up 55% YoY up 19% QoQ"
X Link 2025-11-20T21:03Z [----] followers, [----] engagements
"ARK Invest trades for 2025-12-09 Buy: $ARKB $WGS $ARCT Sell: $IRDM $TER $IBTA $ADPT"
X Link 2025-12-10T01:31Z [----] followers, [---] engagements
"ARK Invest trades for 2025-12-24 Buy: $CRSP $WRD Sell: $IBTA"
X Link 2025-12-25T03:32Z [----] followers, [---] engagements
"One of my $AMKR calls was up 900% at one point today when $AMKR reached its 52-week high. Do I sell it"
X Link 2026-01-06T15:35Z [----] followers, [---] engagements
"$TSM beat more demand makes $AMKR growth go high. Correlation. 6% up. Will it stay That's a different story"
X Link 2026-01-15T11:03Z [----] followers, [---] engagements
"$ICE just dropped a massive update regarding the NYSE tokenized securities platform and the implications for market structure are huge. The immediate winners here are obviously Intercontinental Exchange as the infrastructure owner along with banking partners $BK BNY and $C Citi who are handling the tokenized deposits. But the downstream impact on retail brokers is where this gets really interesting. For platforms like Robinhood $HOOD this is the ultimate validation. They have been pushing the 24/7 market narrative for a while and now they get a regulated exchange level feed to back it up. It"
X Link 2026-01-19T18:32Z [----] followers, [---] engagements
"$SLS Since I got in it's up 113%. It's always good to find some asymmetric bets. Yet it's not a big position for mestill a bit speculative as it's pre-revenue. One thing to note: it doesn't always work. Also you can see insiders have been buying a lot. I have added the video so you can get a quick grasp of the company and an overview of the fundamentals. https://twitter.com/i/web/status/2013694354343481709 https://twitter.com/i/web/status/2013694354343481709"
X Link 2026-01-20T19:25Z [----] followers, [----] engagements
"$PLD Q4 [----] Earnings EPS [----] vs [----] (Beat by 99%) Revenue $2.099B vs $2.09B (Beat) Performance EPS up 9% YoY up 82% QoQ Revenue up 8% YoY up 2% QoQ"
X Link 2026-01-21T13:02Z [----] followers, [---] engagements
"Closed my $AMKR option. Missed my first 1000% on options but meat was still left on the bone. Next one. Anyway good run. If the profit is good to capture take it"
X Link 2026-01-21T15:44Z [----] followers, [---] engagements
"ARK Invest trades for 2026-01-22 Buy: $TEM (LOVE THIS BUY) $WRD $KDK Sell: $KTOS $BEAM $GTLB $U $ROKU"
X Link 2026-01-23T01:30Z [----] followers, [---] engagements
"$FUBO FuboTV Inc.s Form S-3 shelf registration statement / base prospectus filed January [--] [----]. Its basically a funding tool that lets the company (and certain selling holders) offer securities later in one or more future deals via separate prospectus supplements. Fubo is registering a broad menu of securities it may sell over time: Class A common preferred stock debt securities warrants purchase contracts and units. It also allows selling stockholders to resell Class A common stock and Fubo says it will not receive proceeds from shares sold by those selling stockholders. This is an"
X Link 2026-01-23T21:24Z [----] followers, [----] engagements
"$AVGO buy knew it was coming. $TEM she loves that stock she literally trimmed at the top last time and now loading up. She is so much better. I have been thinking to buy her ETF as she has become hybrid institutional and retail mindset 😏 $BLSH she has been nonstop DCAing I followed her several times. $META I am surprised she trimmed. ARK Invest trades for 2026-01-23 Buy: $AVGO. $CRCL. $COIN. $BLSH. $TEM. $WRD. Sell: $VCYT. $TWST. $META. $TXG. $ILMN. $KTOS. https://t.co/ddBtkq6abi ARK Invest trades for 2026-01-23 Buy: $AVGO. $CRCL. $COIN. $BLSH. $TEM. $WRD. Sell: $VCYT. $TWST. $META. $TXG."
X Link 2026-01-24T02:04Z [----] followers, [---] engagements
"CIPHER MINING $CIFR: THE INFRASTRUCTURE ARBITRAGE https://t.co/fqVs2RTpn0 https://t.co/fqVs2RTpn0"
X Link 2026-01-24T21:36Z [----] followers, [---] engagements
"$NVDA just put real money behind $CRWV. Nvidia invested $2B into CoreWeave at $87.20/share which is about 22.9M shares. This matters because it is not just a check. They expanded the partnership to accelerate buildout of 5+ gigawatts of AI factories by [----] and Nvidia explicitly says it will help CoreWeave move faster on land power and shell. That is the real bottleneck right now. $CRWV CoreWeave also plans early adoption across multiple Nvidia generations including Rubin plus Vera CPUs and BlueField storage systems. Jensen Huang called this the largest infrastructure buildout in human"
X Link 2026-01-26T13:40Z [----] followers, [---] engagements
"BitMine provided its latest holdings update for January 26th 2026: $12.8 billion in total crypto + "moonshots": - [-------] ETH at $2839 (@coinbase) - [---] Bitcoin (BTC) - $200 mllion stake in Beast Industries @MrBeast - $19 million stake in Eightco Holdings (NASDAQ: $ORBS) (moonshots) and - total cash of $682 million. Ticker: $BMNR Chairman: Tom Lee @fundstrat 🧵 BitMine provided its latest holdings update for January 26th 2026: $12.8 billion in total crypto + "moonshots": - [-------] ETH at $2839 (@coinbase) - [---] Bitcoin (BTC) - $200 mllion stake in Beast Industries @MrBeast - $19 million stake"
X Link 2026-01-26T13:45Z [----] followers, [---] engagements
"$FUBO 7.5% down. I don't often speak out like this. I have been holding for a long time at a low price. Yes it's an overall market sentiment more than anything today. I am not selling anything yet. I understand people waiting and holding but there are other opportunities out there growing faster. I won't blame them as it's their money and they have the right to look out for their best interest. It's a tough situation in the market. The numbers look good but the sentiment of fear is way too much. Not everyone can be patient and have different time horizon for their investment I respect that. I"
X Link 2026-01-26T18:46Z [----] followers, [----] engagements
"$IREN is still being looked at as a Bitcoin miner. 🤣 The same goes for $CIFR"
X Link 2026-01-26T20:25Z [----] followers, [---] engagements
"ARK Invest trades for 2026-01-26 Buy: $BLSH. $TEM. $KDK. $WRD. Sell: $VCYT. $TXG. $TWST. $KTOS"
X Link 2026-01-27T01:02Z [----] followers, [---] engagements
"There she goes again $TEM and $BLSH again. She wont stop loading them up. ARK Invest trades for 2026-01-26 Buy: $BLSH. $TEM. $KDK. $WRD. Sell: $VCYT. $TXG. $TWST. $KTOS. https://t.co/CcANJNSk7c ARK Invest trades for 2026-01-26 Buy: $BLSH. $TEM. $KDK. $WRD. Sell: $VCYT. $TXG. $TWST. $KTOS. https://t.co/CcANJNSk7c"
X Link 2026-01-27T01:02Z [----] followers, [---] engagements
"$RDW just got picked as an awardee on MDAs SHIELD IDIQ vehicle tied to the Golden Dome effort. Up to $151B contract ceiling across all awardees and the Pentagon expects this to be a long runway. If all options are exercised work can run through December [----]. Also important: no money is paid just because you are selected. Funding shows up only when task orders are awarded. MDA made [----] new awards in the latest round after [----] in the first round. That is about [----] awardees total so far. Translation: being on SHIELD is permission to compete not a revenue guarantee. What $RDW says they bring"
X Link 2026-01-27T17:48Z [----] followers, [---] engagements
"$RDW lovers check it out. I loved playing with the shares outstanding and dilution slider. You'd be surprisedthe stock is still at double the current price. Yes it's not the only factor. Just something you can play around with to get a sense of the quants. I loved it. Thanks @StockMeetUps. #SpaceMob Just launched: $RDW [----] Model 🚀 Build your own @Redwire [----] Stock Simulation: [--] business segments (Space + Drones) Drag-and-drop sliders to model revenue growth Live EV/EBITDA valuation tied to stock price Interactive charts mapping a path to $1.4B+ https://t.co/WldmewapOq #SpaceMob Just"
X Link 2026-01-27T18:05Z [----] followers, [---] engagements
"$RR and $MSFT are trying to make agentic AI real not just a slide. Richtech Robotics just announced a hands on collaboration with Microsoft through the Microsoft AI Co-Innovation Labs to develop and deploy agentic AI in real world robots starting with ADAM and Azure AI. What ADAM is getting from this work is very specific: [--]. It is being upgraded with adaptive intelligence powered by Azure AI using vision voice and autonomous reasoning so it can move past simple task execution. [--]. It can pull in context like time of day weather and promotions. [--]. It can respond more naturally to customer"
X Link 2026-01-27T18:29Z [----] followers, [---] engagements
"As I said yesterday these stocks always do it. Trust me I've seen the pump-and-dump a thousand times. :) $RR $APLD $RDW $CIFR Pull back will happen just dont rush it. $RR $RDW $APLD Pull back will happen just dont rush it. $RR $RDW $APLD"
X Link 2026-01-28T17:46Z [----] followers, [---] engagements
"Vanguard just updated its ownership in $FUBO fuboTV. A Schedule 13G/A filed on January [--] shows Vanguard now holds [--------] shares representing 6.39% of the company as of December [--] [----]. This filing matters for two reasons. [--]. The size A 6.39% stake puts Vanguard firmly in the top institutional holders. That is not a trade. That is structural ownership tied to long-term mandates index exposure and fund allocations. [--]. The update reflects an internal Vanguard realignment completed on January [--] [----]. Portfolio management and proxy voting responsibilities were reorganized across subsidiaries"
X Link 2026-01-30T19:34Z [----] followers, [----] engagements
"Total covered call premium this week: $18148 This week was a controlled drawdown not chaos. I liked how it traded. I sold covered calls right at strikes where I expected pressure. The premiums held up into the close and every dollar collected went straight into long-term positions. That was the plan. Will I do this again I do not know. If the market offers the setup I will consider it. Was it risky Yes. Selling calls at the strike always is. The backup plan was simple. If wrong roll. I also made mistakes on timing when some shares were bought too early. If I waited until today prices would"
X Link 2026-01-30T21:24Z [----] followers, [---] engagements
"Options CC ledger settled. $RR $APLD $BLSH $SMCI $CIFR"
X Link 2026-01-31T07:19Z [----] followers, [---] engagements
"$DIS CEO stepping down before contracts expire. Next week's earnings for $DIS are on Monday. $FUBO is going to get hit by another drama. Man these trenches are what's going to make us the most money or not. I am locked in. 🧘♂"
X Link 2026-02-01T04:50Z [----] followers, [----] engagements
"Important earnings for me this week Monday $DIS (I do not own it but relevant for $FUBO) $TER Tuesday $FUBO $AMD $SMCI Wednesday $NVO $GOOGL (top [--] biggest position in my port) Thursday $BLFS (bagholder) $AMZN $IREN (most important one top [--] biggest position in my port) $VSAT https://twitter.com/i/web/status/2018047179643117663 https://twitter.com/i/web/status/2018047179643117663"
X Link 2026-02-01T19:41Z [----] followers, [---] engagements
"$FUBO Q4 [----] Earnings (expected) EPS $0.01 (expected) Revenue $1.36B (expected) Seasonality context. Over the last three years February has not been a strong month for FUBO with 0% of February closes finishing positive in that window. Not a forecast just historical behavior worth keeping in mind around this print. https://twitter.com/i/web/status/2018057893510303941 https://twitter.com/i/web/status/2018057893510303941"
X Link 2026-02-01T20:24Z [----] followers, [----] engagements
"$BLSH Q1 [----] Earnings (expected) EPS $0.45 (expected) Revenue $87.48M (expected)"
X Link 2026-02-01T20:31Z [----] followers, [---] engagements
"Is this why $FUBO was not trying to make deal with NBC Someone explain me as I am not into NfL much. Please 🙏🏻 Disney $DIS owned ESPN's purchase of NFL Network and other league digital assets has been finalized after government regulators approved the transaction The NFL and ESPN officially announced the closing of the deal https://t.co/vACgvyfpI9 Disney $DIS owned ESPN's purchase of NFL Network and other league digital assets has been finalized after government regulators approved the transaction The NFL and ESPN officially announced the closing of the deal https://t.co/vACgvyfpI9"
X Link 2026-02-02T02:10Z [----] followers, [----] engagements
"$FUBO $DIS was good and they did not say anything negative about the merger of $FUBO HULU. I am expecting good $FUBO earnings. 🧘♂🤞"
X Link 2026-02-02T14:52Z [----] followers, [----] engagements
"$HOOD I am trying to understand what is happening to Robinhood. Why is there such bad sentiment Can someone tell me"
X Link 2026-02-02T18:22Z [----] followers, [----] engagements
"$TER BANG ON $TER Q4 [----] Earnings AH 16%UP Revenue $1.083 billion (Above high-end of guidance). Performance Revenue up 44% YoY up 41% QoQ. Full year [----] revenue reached $3.19 billion a 13% increase over [----]. Growth was primarily driven by AI-related demand in compute and memory. https://t.co/gm9auD5P4O $TER Q4 [----] Earnings AH 16%UP Revenue $1.083 billion (Above high-end of guidance). Performance Revenue up 44% YoY up 41% QoQ. Full year [----] revenue reached $3.19 billion a 13% increase over [----]. Growth was primarily driven by AI-related demand in compute and memory. https://t.co/gm9auD5P4O"
X Link 2026-02-02T21:42Z [----] followers, [---] engagements
"@SmallCapSnipa You in $WULF right This is crazy good news. Good start to the week brother. 👌🫶"
X Link 2026-02-02T21:53Z [----] followers, [---] engagements
"$TER unstoppable. ❤🫶🏻 $TER BANG ON https://t.co/LbZacTSj1d $TER BANG ON https://t.co/LbZacTSj1d"
X Link 2026-02-02T22:55Z [----] followers, [---] engagements
"ARK Invest trades for 2026-02-02 Buy: $HOOD $CRWV $DDOG $RBLX $ARKB $GTLB $WGS $SHOP $CRCL $BLSH $XYZ $COIN $HEI $LMT $AVAV $GOOG $BMNR $SLMT $CAT $LHX $KDK Sell: $PD $ROKU $TTD $GH $GLBE $INTU $PYPL $IRDM $TER $RKLB $ILMN $VCYT"
X Link 2026-02-03T01:16Z [----] followers, [---] engagements
"$FUBO let's fucking go We've been waiting for these earnings for a year"
X Link 2026-02-03T05:29Z [----] followers, 12.1K engagements
"$IREN I have a feeling we'll get an update pre market or intra day on the day of the earnings call and more updates in the earnings call. 🤞🧘♂"
X Link 2026-02-03T06:46Z [----] followers, [---] engagements
"$FUBO Q1 FY [----] results are out and the scale shift is real after the Hulu + Live TV combination. 1.The headline numbers (reported vs pro forma) Revenue: $1.549B vs $1.106B (+40% YoY) Pro forma revenue: $1.683B vs $1.588B (+6% YoY) Reported net loss: $19.1M (was $38.6M) Pro forma net loss: $46.4M (was $130.4M) Pro forma Adjusted EBITDA: +$41.4M (was +$22.0M) Cash + cash equivalents + restricted cash: $458.6M EPS: -$0.02 2.Subs + revenue by region North America revenue: $1.543B (pro forma $1.675B) North America subs: 6.2M (was 6.3M) Rest of world revenue: $5.8M (pro forma $8.6M) Rest of world"
X Link 2026-02-03T12:18Z [----] followers, [----] engagements
"$CIFR just put real numbers behind the Black Pearl pivot. This is not a wen deal announcement. It is a financing package tied to a specific build with a specific tenant on a specific timeline. 1.The capital stack Ciphers subsidiary Black Pearl Compute is pursuing a $2.0B private offering of senior secured notes due [----]. These notes are first-lien secured on substantially all assets at the issuer and guarantors plus the equity interests above them. $CIFR Cipher also provides a completion guarantee to make sure the facility gets finished if the bond proceeds come up short. 2.About cash usage"
X Link 2026-02-03T15:48Z [----] followers, [----] engagements
"$CIFR inflection point is coming with $AMZN AWS payment this mid-year. 🧘♂ https://x.com/psinvestor/status/2012030571829231682s=46 https://t.co/fqVs2RTpn0 https://x.com/psinvestor/status/2012030571829231682s=46 https://t.co/fqVs2RTpn0"
X Link 2026-02-03T17:05Z [----] followers, [---] engagements
"@WhiteHouse @grok how did this happen What to do to help"
X Link 2026-02-03T18:27Z [----] followers, [----] engagements
"$SMCI FLIPPED 7% up $SMCI Powered by DCBBS Supermicro is expanding/transforming into a leading AI and datacenter infrastructure company delivering total solutions that simplify deployment accelerate time-to-market and reduce TCO" said Charles Liang Founder President and CEO of Supermicro. $SMCI Powered by DCBBS Supermicro is expanding/transforming into a leading AI and datacenter infrastructure company delivering total solutions that simplify deployment accelerate time-to-market and reduce TCO" said Charles Liang Founder President and CEO of Supermicro"
X Link 2026-02-03T21:57Z [----] followers, [---] engagements
"$GOOGL Q4 [----] Earnings tomorrow. The bar is high after a 70% run in [----]. Consensus Revenue: $111.3B EPS: $2.63 Segment estimates Google Search and other: $61.27B YouTube ads: $11.82B Google Cloud: $16.25B Total Google advertising: $80.97B Network: $7.80B ( Cost and spend checks. Traffic acquisition costs (TAC): $16.18B [----] CapEx guidance: $91B to $93B [--]. [----] CapEx guide Consensus is looking for a step up in [----] CapEx roughly $116B as a baseline with some ranges pushing higher. The exact number matters less than the pacing and the explanation for why. [--]. Cloud demand and conversion Last"
X Link 2026-02-04T06:15Z [----] followers, [----] engagements
"@LNG_Investor_ @matthew_sigel In both of my old posts on $CIFR I called them a REIT and they are. Tyler's vision is that going down the line. https://x.com/psinvestor/status/2012030571829231682s=46 $CIFR: A Miner Dressing Up As an AI Infrastructure REIT $CIFR is no longer just a bitcoin miner. The story has shifted into something closer to a power-and-land platform that can monetize megawatts in multiple ways. Bitcoin mining is one path. AI and high-performance computing https://t.co/0Yu3M4CkL7 https://x.com/psinvestor/status/2012030571829231682s=46 $CIFR: A Miner Dressing Up As an AI"
X Link 2026-02-04T13:57Z [----] followers, [---] engagements
"Seeing the market in red. I'm buying falling knives today: $RDW $CIFR $IREN. Still they kept falling. I don't know what's up. Now I'm going back to sleep"
X Link 2026-02-04T17:33Z [----] followers, [----] engagements
"@elonmusk @RealSLokhova @grok is this true"
X Link 2026-02-04T18:02Z [----] followers, [--] engagements
"@CollinRugg @grok is this true and How much is fake"
X Link 2026-02-04T18:11Z [----] followers, 15.4K engagements
"$CIFR $CIFR just put real numbers behind the Black Pearl pivot. This is not a wen deal announcement. It is a financing package tied to a specific build with a specific tenant on a specific timeline. 1.The capital stack Ciphers subsidiary Black Pearl Compute is pursuing a $2.0B https://t.co/pAr1EjoUD8 $CIFR just put real numbers behind the Black Pearl pivot. This is not a wen deal announcement. It is a financing package tied to a specific build with a specific tenant on a specific timeline. 1.The capital stack Ciphers subsidiary Black Pearl Compute is pursuing a $2.0B https://t.co/pAr1EjoUD8"
X Link 2026-02-04T20:30Z [----] followers, [---] engagements
"$cifr https://t.co/1otyHKfw5M https://t.co/1otyHKfw5M"
X Link 2026-02-04T21:20Z [----] followers, [---] engagements
"@SmallCapSnipa $IREN $CIFR"
X Link 2026-02-04T21:34Z [----] followers, [---] engagements
"@TheTechInvest @danroberts0101 Nothing is stopping this AI INFRA Train. $CIFR $IREN $APLD"
X Link 2026-02-04T22:07Z [----] followers, [---] engagements
"@accounting_ds You did a mad move. You need to be right only once to change the trajectory. You found one. 🫶♥❤🔥❤🔥❤🔥"
X Link 2026-02-04T22:25Z [----] followers, [---] engagements
"Why do you think it's not much It's your hard-earned moneyany amount is big. You saved up for the right moment Once volatility hits thoes IV around your $10 option the multiplier will spike so fast you'll see 3-5x in no time. You're a concentrated investor and that's best in the early stage. You're crossing 100k this year. Rooting for you always. I did it with $AMKR got 9x and thought why did I go so small still that's all i had that day when I bought https://twitter.com/i/web/status/2019177005594656801 https://twitter.com/i/web/status/2019177005594656801"
X Link 2026-02-04T22:31Z [----] followers, [--] engagements
"@elonmusk @grok who benefited the most"
X Link 2026-02-04T23:16Z [----] followers, [--] engagements
"@RepNancyMace @grok is bill cooked"
X Link 2026-02-05T00:42Z [----] followers, [---] engagements
"@xai @grok how to use it"
X Link 2026-02-05T00:46Z [----] followers, 16.8K engagements
"ARK Invest trades for 2026-02-04 Buy: $AMD $BLSH $CRCL $CRWV $KDK $SLMT $TEM $TSLA $WGS Sell: $GH $GLBE $INTU $PINS $PYPL $TER $TTD $U"
X Link 2026-02-05T01:07Z [----] followers, [---] engagements
"@elonmusk Maybe they need to go to Dubai as they probably dont know where to shop. Isnt that the phrase"
X Link 2026-02-05T01:25Z [----] followers, [--] engagements
"1.$QS just cut a real milestone. They inaugurated the Eagle Line at their San Jose facility with auto OEM customers Government officials and partners on-site. That matters because it is no longer a lab story. It is a production workflow getting shown in public. 2.What the Eagle Line actually is $QS calls it a full suite of equipment + materials + highly automated processes that is meant to be the blueprint for making QS cells. The key detail is it bakes in their Cobra separator process which is the scalable method they keep pointing to for manufacturing. 3.Why this is the bridge to revenue"
X Link 2026-02-05T01:37Z [----] followers, [----] engagements
"@SpaceInvestor_D There was some fud new right which tanked $RKLB and $RDW"
X Link 2026-02-05T03:14Z [----] followers, [---] engagements
"@CaesarCapitalz @grok Gg IPO mania coming. You gona try to take"
X Link 2026-02-05T04:16Z [----] followers, [---] engagements
"Maybe the algos and categorization have stopped looking at them as Bitcoin miners because if that was the case it would be like last year's pricing. $CIFR $APLD in mid single digits $IREN maybe in the 20s"
X Link 2026-02-05T04:31Z [----] followers, [---] engagements
"@KobeissiLetter @grok How much will I get for one of my kidneys I would need to buy SpaceX $X stocks when they IPO"
X Link 2026-02-05T05:49Z [----] followers, [---] engagements
"One morning I slept through and my $BTC limit got executed. I've been chasing non-stop but no one can call the bottom. I had put in 67k as well. I should have woken up. Anyway this was the buy today. Been holding on for a while. Looks like there's more to bottom"
X Link 2026-02-05T16:30Z [----] followers, [---] engagements
"@CaesarCapitalz I actually used up everything and bught $BTC today"
X Link 2026-02-05T17:27Z [----] followers, [--] engagements
"@CaesarCapitalz I already have LOT of data center exposure $IREN $CIFR $APLD"
X Link 2026-02-05T17:27Z [----] followers, [---] engagements
"$AMZN Q4 [----] Earnings (expected) EPS [----] (expected). Revenue $211.23B (expected). $AMZN Q4 [----] Earnings (expected) EPS $1.96 (expected) Revenue $211.33B (expected) Seasonality. Over the last three years February has been positive more often than not for AMZN with an average move around +13.9%. Not a prediction just context going into this window. https://t.co/2Meg4x8chP $AMZN Q4 [----] Earnings (expected) EPS $1.96 (expected) Revenue $211.33B (expected) Seasonality. Over the last three years February has been positive more often than not for AMZN with an average move around +13.9%. Not a"
X Link 2026-02-05T17:33Z [----] followers, [----] engagements
"Today was all about buying $BTC. I've been holding some for it and whether it was good or bad we'll see after some time. Today buys $BTC $IREN $CIFR We are not the same"
X Link 2026-02-05T18:55Z [----] followers, [---] engagements
"$AMZN Q4 [----] Earnings EPS [----] vs [----] (In Line). Revenue $213.386B vs $211.23B (Beat by 1%). Performance EPS up 5% YoY unchanged QoQ. Revenue up 14% YoY up 18% QoQ. $AMZN Q4 [----] Earnings (expected) EPS [----] (expected). Revenue $211.23B (expected). https://t.co/7RE8tNeiu4 $AMZN Q4 [----] Earnings (expected) EPS [----] (expected). Revenue $211.23B (expected). https://t.co/7RE8tNeiu4"
X Link 2026-02-05T21:03Z [----] followers, [----] engagements
"$IREN Management Commentary Last quarter marked meaningful progress across capacity expansion customer engagement and capital formation reflecting IRENs progress as a scaled AI Cloud platform said Daniel Roberts Co-Founder and Co-CEO of IREN. We are seeing the strongest demand environment to date and importantly that demand is being met by a proven execution capability. Over several years we have consistently delivered data center capacity on time and at scale and that delivery track record continues to resonate with customers who value reliability alongside performance." With more than 4.5GW"
X Link 2026-02-05T21:10Z [----] followers, [----] engagements
"breathe $iren $btc $cifr $amzn"
X Link 2026-02-05T21:44Z [----] followers, [----] engagements
"Rough day. Im down $198171 (16.33%) YTD. Last year I was down to $550k built a new base around $680k then ran to $1.45M. The last three months Ive been buying nonstop and the swings have gotten heavy. I might see the low $900ks or lower. Or maybe this was the bottom. I dont know. Either way this isnt the end of my investing journey. Its just the beginning. I have to get used to days and even months like this. Go out. Spend time with family. Stop staring at the screen. Go back to basics and remember why you bought the company. Not because you heard it on X. Ill still be buying more of a few"
X Link 2026-02-05T23:21Z [----] followers, [----] engagements
"$IREN If you are tourist this sector is not made for you Q2 FY26: the financing piece is getting wildly misread. 1.They secured $3.6B of GPU financing at 6% and paired it with a $1.9B $MSFT prepayment. Together that covers 95% of the GPU-related capex. That is not a small detail. That is the story. Ceo even said its close to nothing basically. 2.Simple math off their numbers: $3.6B + $1.9B = $5.5B is 95% funding which implies roughly $5.8B total GPU capex and only $0.3B needs to come from IREN equity. The market is acting like they need to raise the whole thing. They do not. 3.Liquidity is"
X Link 2026-02-05T23:44Z [----] followers, [----] engagements
"ARK Invest trades for 2026-02-05 Buy: $GOOG. $AVGO. $ISRG. $KDK. $AMD. $BLSH. $TEM. $SLMT. Sell: $TER. $QCOM. $PD. $TTD. $COIN. $GH. $PYPL. $GLBE"
X Link 2026-02-06T01:07Z [----] followers, [---] engagements
"Wagyu burger poke salmon. Red Market. Good food. It shouldn't change. Family time is best. Seeing my son made my rough dad so much better"
X Link 2026-02-06T01:59Z [----] followers, [---] engagements
"@saylor @grok does saylor needs to sell kidney now"
X Link 2026-02-06T04:38Z [----] followers, [--] engagements
"@cz_binance @grok is he going jail again"
X Link 2026-02-06T04:39Z [----] followers, [--] engagements
"$NVO Novo Nordisk stock climbs out of hole on FDA chiefs threat to block $HIMS Hims and Hers pill"
X Link 2026-02-06T09:36Z [----] followers, [---] engagements
"@elonmusk @grok what is he talking about and which companies"
X Link 2026-02-06T10:45Z [----] followers, [---] engagements
"It should. Sentiment was so bad on a good call. There was some more information they could provide but overall it was great. I hate they still need BTC mining but they need some income. The financing was best; Dan literally said they're getting GPU for close to nothingalmost free. Let's just say once they start churning. $MSFT delivery is the biggest thing I would not want them fudge up. Like it will ever happenthey have a good record of consistency and execution delivery on time. Still anything can happen. It's real estate after all; accidents can happen too. I get the part and I'm just a"
X Link 2026-02-06T10:49Z [----] followers, [----] engagements
"@CommunityNotes @grok what is it about give details"
X Link 2026-02-06T11:46Z [----] followers, [---] engagements
"$IREN Real estate teaches you patience because you cannot rush atoms. A building is not just brick and cement. It is thousands of parts that all have to work in harmony. Steel concrete bolts screws wiring cooling safety permits inspections. Then it has to survive whatever the environment throws at it for decades. The human body has [---] bones. Real estate feels like that. One weak link and the whole thing hurts. As a developer I see this every day. The investors wants returns today even when the asset is still being built and needs years to finish. It is fair to want your money to work. But"
X Link 2026-02-06T12:13Z [----] followers, 12.8K engagements
"@TheTechInvest We need this reprising. Its being categorized more as just bitcoin miner still which is where they are wrong"
X Link 2026-02-06T12:58Z [----] followers, [---] engagements
"Great fudging day. Most of the tape did a taco. Last night at dinner I told my wife how stressed I was. She said your health comes first. You have seen these swings. This will bounce. What are you afraid of. Hearing that felt great. Only problem I was stressed about was not able to buy DIP. I had to wait for a transfer to hit midnight around [----] am so I could buy. Once it landed I started pulling the trigger and added $BTC $CIFR $IREN $RDW. Also closed $HIMS completely. Roughly 50% gains over time and the covered calls the past two years did a lot of the heavy lifting. The app is messy"
X Link 2026-02-07T01:22Z [----] followers, [----] engagements
"@CaesarCapitalz Indeed brother"
X Link 2026-02-07T01:22Z [----] followers, [--] engagements
"@elonmusk @grok what is this test"
X Link 2026-02-07T06:31Z [----] followers, [--] engagements
"@elonmusk @grok what is the job requirement and pay"
X Link 2026-02-07T16:46Z [----] followers, [--] engagements
"@Create_Profit We broke ground last year. Yes I have lots of acres of land. We've been doing this for the last [--] years. We're one of the few developers who developed the whole city since 1999"
X Link 2026-02-07T18:49Z [----] followers, [--] engagements
"@Kaizen_Investor This is something I am not considering getting I am late but still have a lot of growth left"
X Link 2026-02-07T19:07Z [----] followers, [--] engagements
"@Kaizen_Investor I left yesterday 100%. CC helped me lower to $8-9 so I decided to get out before it got bad. I hated their constant copycat situation. I have $NVO so I didn't feel like they had anything else"
X Link 2026-02-07T19:09Z [----] followers, [--] engagements
"This thread is a crash course on $IREN. To get up to speed read this for the most important informationnot the filler you'll get in everyone else's posts. This is where the money is. Thank you @jiahanjimliu; you've made my investment in $IREN clear and easy. So have @SmallCapSnipa @BitcoinAIGuy @FransBakker9812 @bitcoinbutcher1 and @Agrippa_Inv. I might be late but still early. Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confident or "over playing" his hand but I disagree. Having studied most if not all @danroberts0101"
X Link 2026-02-07T20:36Z [----] followers, [----] engagements
"Sure it's speculative for this one; maybe I need to phrase it well. I should have said something like these guys are the ones who know more about the company in detail. Also the majority of @jiahanjimliu posts are not speculative regarding $IREN and are all very deeply informative so maybe I didn't phrase it well. I dont know why are you being salty 🙈 https://twitter.com/i/web/status/2020273472354808046 https://twitter.com/i/web/status/2020273472354808046"
X Link 2026-02-07T23:08Z [----] followers, [---] engagements
"My man I do my own research and am well-versed in that sector. I've been early in $ICFR and $APLD since [----] even before I knew about them. I know developers who build their own data centers. I'm very well connected-in the REIT lobby I sit at. You have a lot to learn. So kiddo move on and use your own brain when speaking or attacking. Don't judge based on followers. There are people with fewer followers who are deeply connected and informative. Shoo from here my man. Thank you 🙏🏻. Show your inferiority to someone else who might not be at your level. You have a lot to level up to speak with"
X Link 2026-02-08T00:08Z [----] followers, [--] engagements
"@TrendSpider @duolingo @reciknows"
X Link 2026-02-08T00:42Z [----] followers, [---] engagements
"@nikitabier with this single tweet is going to burn $adbe. 🤷🏻♂🤦🏻♂ when market open. I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I"
X Link 2026-02-08T00:44Z [----] followers, [---] engagements
"@nikitabier @nikitabier with this single tweet is going to burn $adbe. 🤷🏻♂🤦🏻♂ when market open"
X Link 2026-02-08T00:44Z [----] followers, [--] engagements
"@jiahanjimliu 🙏🏻. I agree. I have been increasing slowly. I moved my $META into $IREN; that's not a small move for me. I held $META for so long before exiting to IREN"
X Link 2026-02-08T02:44Z [----] followers, [---] engagements
"@DividendRob I hadn't bought in [--] years and last week was the first time I did. Yes their time is coming now. $GOOGL $MU and others got so much love. Now it's time to touch grass and come to Jensen the GODFATHER"
X Link 2026-02-08T04:57Z [----] followers, [---] engagements
"I've Y new one and old was great too but they felt like crossovers. I haven't seen a Rivian R2 yet but it looks like a better-shaped SUV. I do plan to get the R2. I've booked the Sony AFEELA sedan but I'm still loving the R2 more for an SUV. I want that AUTONOMOUS Driving for [--] and not [--]. ☺ https://twitter.com/i/web/status/2020365379886018963 https://twitter.com/i/web/status/2020365379886018963"
X Link 2026-02-08T05:13Z [----] followers, [---] engagements
"@LeStonkJames @Kalshi 🤣 Man you are so anti cramer Few"
X Link 2026-02-08T06:25Z [----] followers, [--] engagements
"@elonmusk @grok how was he doing it"
X Link 2026-02-08T16:10Z [----] followers, [----] engagements
"@BlackPantherCap @nikitabier Right 🤣 and $FIG Figma"
X Link 2026-02-08T16:15Z [----] followers, [---] engagements
"@fantstockleague @Kyle96033239 Monster picks❤"
X Link 2026-02-08T17:42Z [----] followers, [--] engagements
"I haven't written a line of code in [--] years. Today I built my own Financial Terminal. They say AI is a bubble. I say: try "Vibe Coding." I wanted a Portfolio Strategy Tool (PSI) that did exactly what I neededlive simulations liquidity testing and benchmarking against the S&P [---]. I didn't want to wrestle with Excel formulas anymore (honestly I haven't touched a spreadsheet for my portfolio in months). So I partnered with AI. My Role: The Architect (The "Vibe"). I described the strategy the features and the logic. AI's Role: The Engineer. It wrote 100% of the Python code. The Stack: Brain: AI"
X Link 2026-02-08T22:18Z [----] followers, [---] engagements
"@MaoBaoBaomby"
X Link 2026-02-09T00:30Z [----] followers, [--] engagements
"@Shan_Specter Yes several stocks but $NVDA and $GOOGL are my biggest ones"
X Link 2026-02-09T00:32Z [----] followers, [--] engagements
"It is time to see all the $HOOD Robinhood screenshots. Also @RobinhoodApp why can we not select tax lots in the desktop version Why is it only available in mobile It makes it hard to maneuver when doing a trade right away. Please do something about this"
X Link 2026-02-09T01:13Z [----] followers, [---] engagements
"@3KComeback You gave the vibe coding inspiration. Seeing your post I felt like doing this. Thank you brother 🫶🏻❤"
X Link 2026-02-09T03:34Z [----] followers, [--] engagements
"@JaguarAnalytics"
X Link 2026-02-09T03:34Z [----] followers, [---] engagements
"@Polymarket @grok this is fake right"
X Link 2026-02-09T03:45Z [----] followers, [----] engagements
"@SInow @grok was this is the worst in history"
X Link 2026-02-09T03:45Z [----] followers, [---] engagements
"@mog_russEN Queen controlled the allowance"
X Link 2026-02-09T03:46Z [----] followers, [---] engagements
"@accounting_ds @goooonnney No don't say that. 😭🥹🙏🏻 If you don't wanna exist on X that's fine"
X Link 2026-02-09T03:49Z [----] followers, [--] engagements
"Everything will be autonomous. Jensen said it as well that kids might not even need to learn how to drive. Already Tesla and Rivian are doing it. The day Level [--] autonomy comes I don't see a reason why not. Maybe you might need a permit to buy a car at legal age. I pay for my $tsla FSD and the new update and version make the car flawless with zero interventions by me. I drove from SF to LA; it parked right in front of my in-laws' driveway. The only time I intervened was to plug in the charger. That's a huge level up. From what I saw a lot of things can go away but I think I'm always bullish"
X Link 2026-02-09T08:15Z [----] followers, [--] engagements
"@DivesTech Let's go. Any room for $adbe or $fig Any thoughts"
X Link 2026-02-09T12:07Z [----] followers, [----] engagements
"Morgan Stanley just initiated coverage on $CIFR with an Overweight and a $38 price target. 🥹🙏🏻"
X Link 2026-02-09T15:10Z [----] followers, [---] engagements
"$AMKR Q4 [----] Earnings EPS $0.69 Revenue $1.89B Performance 1.EPS +60% YoY (vs $0.43) +35% QoQ (vs $0.51) 2.Revenue +16% YoY (vs $1.63B) -5% QoQ (vs $1.99B) 3.Gross margin 16.7% (vs 15.1% YoY 14.3% QoQ) 4.Operating margin 9.8% (vs 8.3% YoY 8.0% QoQ) 5.EBITDA $369M Full year [----] snapshot 1.Revenue $6.71B (+6% YoY) 2.Operating income $467M Net income $374M EPS $1.50 3.EBITDA $1.16B 4.Op cash flow $1.10B Free cash flow $308M + short-term investments $1.99B Total debt $1.45B What Im watching next 1.Q1 [----] guide: Revenue $1.60B$1.70B gross margin 12.5%13.5% EPS $0.18$0.28 [------] CapEx guide:"
X Link 2026-02-09T21:10Z [----] followers, [---] engagements
"@JeffBezos @blueorigin @grok what does that mean Slow and steady wins the race"
X Link 2026-02-09T21:47Z [----] followers, [----] engagements
"Ask this guy to go touch grass please $GOOGL Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of [----] Motorola was a top [--] market cap and top [--] revenue corporation in America. Never again. The Motorola https://t.co/BuzrpPQj4u Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of [----] Motorola was a top [--] market cap and top [--] revenue corporation in America. Never again."
X Link 2026-02-09T21:53Z [----] followers, [---] engagements
"Same. In my job circle none invest except those from Asian backgrounds. The rest ask "With what" These are people with [--] years in tech jobs or 3-4 years in big law. I say "You need a FA to figure out with what" We are ahead of the herd. Most people wanna fake level-up status for the public instead of becoming silent millionaires and multi-millionaires. 🤷🏻♂ https://twitter.com/i/web/status/2021176331711721778 https://twitter.com/i/web/status/2021176331711721778"
X Link 2026-02-10T10:56Z [----] followers, [--] engagements
"$OSCR earnings"
X Link 2026-02-10T11:13Z [----] followers, [----] engagements
"$OSCR Oscar Health Inc. [----] Financial Guidance Summary $OSCR Oscar Health Announces Financial Results for Fourth Quarter and Full-Year [----] Achieves Record Membership of [---] Million and Provides Full-Year [----] Outlook Including More Than $18 Billion in Revenue Quote from CEO Mark Bertolini [----] was a reset year for the $OSCR Oscar Health Announces Financial Results for Fourth Quarter and Full-Year [----] Achieves Record Membership of [---] Million and Provides Full-Year [----] Outlook Including More Than $18 Billion in Revenue Quote from CEO Mark Bertolini [----] was a reset year for the"
X Link 2026-02-10T11:27Z [----] followers, [---] engagements
"@BlackPantherCap @MorganStanley 🤞🤞"
X Link 2026-02-10T18:54Z [----] followers, [--] engagements
"$KOPN presentation from Noble Conference"
X Link 2026-02-13T04:09Z [----] followers, [---] engagements
"ARK Invest trades for 2026-01-28 Buy: $CRSP $BEAM $TEM $NTLA $BLSH another dca Sell: $KTOS $ILMN $TWST $TER"
X Link 2026-01-29T01:10Z [----] followers, [---] engagements
"ARK Invest trades for 2026-01-29 Buy: $BEAM $CRSP $JOBY $KDK Sell: $ILMN $KTOS $TER $VCYT"
X Link 2026-01-30T01:33Z [----] followers, [---] engagements
"$QS unusual options"
X Link 2026-02-11T20:59Z [----] followers, [----] engagements
"@JaguarAnalytics I've been holding $KOPN for a while now. I'm really waiting for $LMT to get an award as they will get direct benefit. $KOPIN themselves said it. Let's see if this helps too. It's been beaten down for a while"
X Link 2026-02-13T03:34Z [----] followers, [---] engagements
"@grok @flyarcher Thank you this is good"
X Link 2026-02-14T00:35Z [----] followers, [--] engagements
"Vanguard disclosed a 5.29% stake in Richtech Robotics $RR. A Schedule 13G filed on January [--] shows Vanguard owns [-------] shares representing 5.29% of the company as of December [--] [----]. This reflects continued institutional ownership through year-end and follows Vanguards internal reporting realignment in January. The shares are held in the ordinary course of business with no intent to influence control. My opinion on this does not move the stock tomorrow. It matters for structure. A stable institutional base tends to matter when execution starts to show up. Its not a sprint its a marathon."
X Link 2026-01-30T20:09Z [----] followers, [----] engagements
"The company is not going anywhere. It just did a massive restructuring. I am not a fan but other companies when they do RS they are either going bankrupt or very diluted. $FUBO is not. $DIS is the parent company. They had a massively strong quarter and so did $FUBO. Try to look at this from a fresh perspective not in general. Why I hate it is because I have been holding tons of shares and so have others. We all wanted upside with multiple shares; now we lose that. Anyway $DIS controls the majority now so we cannot even vote for it. This is part of the game."
X Link 2026-02-03T12:28Z [----] followers, 23.2K engagements
"ARK Invest trades for 2026-02-03 Buy: $ARKB. $AVAV. $BLSH. $BMNR. $COIN. $CRCL. $CRWV. $DDOG. $GOOG. $GTLB. $HOOD. $KDK. $RBLX. $SHOP. $SLMT. $WGS. $XYZ. Sell: $ABNB. $DKNG. $DSY. $GH. $GLBE. $ILMN. $PD. $TTD. $VCYT"
X Link 2026-02-04T01:08Z [----] followers, [---] engagements
"Navitas [---] Gets a Distribution Backbone $NVTS Navitas + $AVT Avnet: wiring the AI power stack into a real channel Navitas just turned Avnet into its globally franchised distributor. That sounds like boring plumbing but for a tiny power semi trying to ride the AI data center and electrification waves this is a big structural move. Here is how I see it. Navitas today Navitas is a pure-play wide-bandgap power semi company: GaNFast GaN ICs plus GeneSiC high-voltage SiC. They sit in the power path not the compute path. [----] revenue was $83.3M up 5% YoY with a GAAP operating loss of $130.7M and"
X Link 2025-12-13T01:35Z [----] followers, [----] engagements
"$QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). $QS appreciation post [----] has been one of those years where the story didnt move in a straight line but the foundation kept getting thicker. Ive been buying $QS for a while and my lowest fill is $3.74. Not because I thought it would be easy but because I wanted exposure $QS appreciation post [----] has been one of those years where the story didnt move in a straight line but the foundation kept getting thicker. Ive been buying $QS for a while and my lowest fill is $3.74. Not because I thought it would be easy but"
X Link 2026-02-10T20:40Z [----] followers, [----] engagements
"Tomorrow for me: only major earnings. $QS: This is coming to an inflection point in a few quarters or maybe this year only. Last quarter they had their first small revenue of $11M. $GRAB is for LEAPs. Let's see how it works for both. I had $AUR it expired already. Good luck. $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB"
X Link 2026-02-11T06:43Z [----] followers, [---] engagements
"$IREN is joining the MSCI USA Index effective at the close on Feb [--]. This is a mechanical buyer event. Index and closet-index money that tracks MSCI USA has to own it into the rebalance window. MSCI is adding [--] names and deleting [--] in the USA sleeve this round. $IREN is on the additions list. What I watch next: volume pickup into the rebalance and the Feb [--] closing print. That is where these flows usually show up. Bigger picture: more visibility and liquidity helps. It is not the thesis but it can change the trading dynamics around the name. The other [--] additions to the MSCI USA Index"
X Link 2026-02-11T19:51Z [----] followers, [---] engagements
"Covered call recap for this week. I sold $7714 in premium and spent $4570 buying them back so net I booked +$3144. Went [--] for [--] on the closes. Biggest winners were $SMCI +$920 $RKLB +$792 $SMR +$710. Also closed $LCID +$144. Most of these were quick premium decay trades. On [--] of the winners I kept about 75% to 89% of the credit before closing. You running covered calls too https://twitter.com/i/web/status/2021685027109798177 https://twitter.com/i/web/status/2021685027109798177"
X Link 2026-02-11T20:37Z [----] followers, [---] engagements
"Also closed $TEM +$306 $ZETA +$260 $NVTS +$240 The one that didnt work was i forgot the earnings was tomorrow I thought it will pop and little did I know. Well you live and learn everyday. $HOOD -$228"
X Link 2026-02-11T20:37Z [----] followers, [---] engagements
"$QS Q4 [----] Earnings EPS -$0.17 vs -$0.17 (In Line). Revenue $0 vs $0 (In Line). Performance EPS up 23% YoY up 6% QoQ. Revenue unchanged YoY unchanged QoQ. $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB"
X Link 2026-02-11T21:18Z [----] followers, [----] engagements
"$CIFR just added Thomas Duda to the Board. This is not a random board seat. Its a signal that Cipher is leaning harder into the data center developer identity not just a bitcoin miner. What stands out: Duda is real estate investment + asset management background (Henry Crown & Co Hunt Companies One William Street). Thats directly relevant when your business model is turning power sites into financed permitted buildable infrastructure. @rftylerpage basically said the quiet part out loud: they want board muscle that helps them execute the pivot to data center development and operations. My"
X Link 2026-02-11T21:29Z [----] followers, [----] engagements
"https://www.globenewswire.com/news-release/2026/02/11/3236656/0/en/Cipher-Welcomes-Thomas-Duda-to-the-Company-s-Board-of-Directors.html https://www.globenewswire.com/news-release/2026/02/11/3236656/0/en/Cipher-Welcomes-Thomas-Duda-to-the-Company-s-Board-of-Directors.html"
X Link 2026-02-11T21:29Z [----] followers, [---] engagements
"$QS [----] Full-Year Update: Liquidity: Ended [----] with $970.8M in liquidity. Revenue Model: First customer billings hit $19.5M for the year as the capital-light licensing model takes shape. Outlook: [----] focus shifts to scaling Eagle Line production and expanding into data centers & defense. Steady progress toward commercialization. Still a long-term play. https://twitter.com/i/web/status/2021702526643687684 https://twitter.com/i/web/status/2021702526643687684"
X Link 2026-02-11T21:46Z [----] followers, [---] engagements
"ARK Invest trades for 2026-02-11 Buy: $KDK. $FIG. $HOOD. $SHOP. $BLSH. $CRCL. $TEM. $THAR. $SLMT. Sell: $TTD. $PD. $GTLB. $ABNB. $PINS. $U. $ICE. $Z. $TWST. $TER"
X Link 2026-02-12T01:13Z [----] followers, [---] engagements
"Some weeks feel heavy in a way that is hard to explain. You can be doing the right things on paper and still feel blue. Still feel alone. Still feel like the weight of the world is sitting on your chest the moment you open your eyes. Life has this strange setup where pain can feel private even when you are surrounded by people. You might have friends. Family. A partner. A whole room full of support. And still the mind can make it feel like you are carrying everything by yourself. A lot of days we just go into survival mode. Wake up. Do what needs to be done. Push through. Get to the end of"
X Link 2026-02-12T04:46Z [----] followers, [---] engagements
"And the truth is you do not really understand any of this until you go through it. You can hear other people talk about stress. Anxiety. Depression. Pressure. But until you feel it in your body and your thoughts and your daily life it stays theoretical. Pain makes lessons real. Loss makes lessons real. Failure makes lessons real. Certain losses train you. They shape you. They humble you. They teach you what matters and what does not. They show you your blind spots. They also show you your strength. Life experience compounds over time the same way anything else compounds. Slowly then all at"
X Link 2026-02-12T04:46Z [----] followers, [---] engagements
"ARK Invest trades for 2026-02-12 Buy: $TEM $SHOP $HOOD $RBLX $BMNR $BLSH $CRSP $NTLA $BEAM $SLMT $KDK $GENI $TOST $U $ADYEN $THAR Sell: $PD $TWST $TER $DKNG $ABNB $TTD $MELI $PINS $KSPI $DSY $Z $ICE"
X Link 2026-02-13T01:12Z [----] followers, [---] engagements
"The Eye of the Soldier: Why the DoD Just Backstopped Kopin $KOPN 1) The Department of War just highlighted two IBAS investments totaling $24.5M to strengthen the US supply chain for advanced optical microdisplays. The awards went to $KOPN Kopin and Tectus. The announcement was delayed by the government shutdown. 2) This matters because microdisplays sit inside some of the most important defense systems. Heads up displays for pilots. Advanced night vision goggles. Weapon optics. Unmanned systems. 3) The focus here is MicroLED. The DoW release calls out daylight readability with full color"
X Link 2026-02-13T04:09Z [----] followers, [---] engagements
"$FUBO filed a preliminary Schedule 14C that lays out a potential reverse stock split. Range is 1-for-8 to 1-for-12. The board picks the final ratio decides when to file it and can also abandon it. This is not a vote. Hulu already approved it by written consent. As of the Feb [--] [----] record date Fubo had [---------] shares of Class A outstanding and [---------] shares of Class B outstanding. Hulu owns all [---------] Class B shares which translates to about 72.9% of the combined voting power. In other words this is a controlled company decision. Timing matters. The split cannot be effective earlier"
X Link 2026-02-13T22:10Z [----] followers, [---] engagements
"@fantstockleague @TheStocksKing Wow Congratulations man. 🫡🤝 Amazing win. First of many. @Kaizen_Investor close one brother. You've got the next one. ❤"
X Link 2026-02-13T22:41Z [----] followers, [--] engagements
"@GuntherEagleman @grok is there any new updates on shutdown"
X Link 2026-02-14T00:28Z [----] followers, [--] engagements
"@flyarcher @grok this should have been done long ago by a mature company already Is achr still too early"
X Link 2026-02-14T00:32Z [----] followers, [--] engagements
"$CIFR It didn't fade me at [--] it wouldnt now. Also bought some $IREN. Everything looks so bad right now eh It will come back stronger. I know it"
X Link 2026-02-05T18:54Z [----] followers, [---] engagements
"$QS earnings today AF $QS: This is coming to an inflection point in a few quarters or maybe this year only. Last quarter they had their first small revenue of $11M. $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB $QS Q4 [----] Earnings (expected) EPS -$0.17 (expected). Revenue $0M (expected). https://t.co/EnqcDAItZB"
X Link 2026-02-11T20:50Z [----] followers, [----] engagements
"$QS Q4 FY2025 shareholder letter is a reminder this is still a scale-up story not a revenue story yet. the two things that matter are (1) proof the process can scale and (2) cash runway while they do it. On execution they say Cobra is now integrated into their production baseline and they shipped Cobra-based QSE-5 cells to Volkswagen Group. They also completed installation of the Eagle Line pilot production line and held an inauguration event on Feb [--] [----]. The whole pitch is Eagle Line becomes the blueprint they can hand to licensing partners for gigawatt-hour scale. Financial KPIs that"
X Link 2026-02-11T21:26Z [----] followers, [----] engagements
"@3KComeback Whoever hates on your port needs to grow up. I Love your port. What you're doing is absolutely beast. ❤🫶🏻 Ignore the naysayers. You keep doing what you doing brother. You are killing more than anyone"
X Link 2026-02-13T19:58Z [----] followers, [---] engagements
"@fantstockleague @TheStocksKing @Kaizen_Investor Love it"
X Link 2026-02-13T22:59Z [----] followers, [--] engagements
"ARK Invest trades for 2026-02-13 Buy: $COIN. $RBLX. $BEAM. $CRSP. $THAR. $SLMT. Sell: $TTD. $GTLB. $CRM. $ABNB. $PD. $TWST. $KSPI. $DSY. $TER"
X Link 2026-02-14T01:19Z [----] followers, [---] engagements
"$NP set to open at 22$-24$"
X Link 2025-10-01T14:26Z [----] followers, [---] engagements
"$NVTS Navitas Semiconductor and Cyient Semiconductors just set up a long-term partnership to push GaN power technology across Indias AI mobility industrial and energy markets. The stated goal is simple: build a full GaN ecosystem in India from design to local supply chain and ride the policy tailwind around Semicon India and Make in India. The release lays it out clearly. They want to co-develop GaN products digital and mixed-signal ICs GaN-based system modules and design enablement platforms aimed at high-voltage high-power segments like AI data centers EVs high-performance compute grid"
X Link 2025-12-08T16:40Z [----] followers, [----] engagements
"ARK Invest trades for 2025-12-19 Sell: $IRDM $IBTA $IONS"
X Link 2025-12-20T01:48Z [----] followers, [---] engagements
""Delta Forge [--] represents the next stage of $APLD Applied Digitals growth as we continue to deliver AI infrastructure through disciplined execution said Wes Cummins Chairman and Chief Executive Officer of Applied Digital. AI Factories succeed or fail based on how effectively power cooling and operations are integrated. We believe this campus will be built to scale alongside hyperscale demand while delivering operational certainty for customers and lasting value for the communities where we operate. Another milestone in motion. Applied Digital Breaks Ground on Delta Forge [--] a [---] MW AI Factory"
X Link 2026-01-23T16:39Z [----] followers, [---] engagements
"$TTD The Trade Desk (TTD) was added to the S&P [---] effective prior to the opening of trading on Friday July [--] [----] replacing ANSYS Inc.Companies are removed from the S&P [---] due to declining market cap mergers or committee discretion typically quarterly or as needed. There is a high chance of it being removed. Can $SOFI get in https://twitter.com/i/web/status/2015818698347741257 https://twitter.com/i/web/status/2015818698347741257"
X Link 2026-01-26T16:06Z [----] followers, [---] engagements
"$NUE Q4 [----] Earnings (expected) EPS $1.81 (expected). Revenue $7.91B (expected)"
X Link 2026-01-26T20:02Z [----] followers, [---] engagements
"$RR to the new folks who bought Richtech Robotics. As a long-time holder these swings are normal. Welcome to the community. I've been dealing with this for more than a year now"
X Link 2026-01-29T19:59Z [----] followers, [----] engagements
"Brutal sell-off on no news or fundamentals. Simply macro news effect. Expect more volatility and be prepared. Red days are great; they just hurt a bit. Long-term vision amid all this noise until we reach those strong green days is the tough part to handle. Stay composed. Purchased today: $CIFR $MU Its not a sprint; its a marathon. Market breadth was decisively negative. In the S&P [---] decliners outnumbered advancers by a wide margin with roughly [---] stocks down versus [---] up. That points to weakness beneath the index level even if headline moves looked contained. $SNDK $DECK $TTWO $KLAC The"
X Link 2026-01-30T16:01Z [----] followers, [----] engagements
"$Qs QuantumScape added a seasoned operator to its board. QS announced the appointment of Geoff Ribar as a director. Ribar brings decades of financial and operating experience across technology companies including prior CFO roles at $CDNS Cadence Design Systems $NVDA NVIDIA Telegent Systems and Matrix Semiconductor. He also previously served as VP and corporate controller at $AMD. This is a governance move not a headline trade catalyst. Board additions like this usually signal a shift in emphasis toward discipline capital allocation and long-term scaling rather than near-term storytelling."
X Link 2026-01-31T07:24Z [----] followers, [----] engagements
"The $NVDA and OpenAI headlines this week are a good example of how noise gets manufactured. One headline pushed the idea that $Nvidia was not investing $100B into OpenAI. That framing was misleading. There was never a confirmed $100B equity investment commitment from Nvidia to walk back. The number being circulated referred to OpenAIs long-term infrastructure and compute ambitions across partners not a single Nvidia check. Today Jensen clarified it directly. Nvidia is working with OpenAI and others on AI infrastructure and compute but there is no standalone $100B Nvidia investment. That lines"
X Link 2026-01-31T15:25Z [----] followers, [----] engagements
"S&P [---] coming soon. Trade Desk is going out; their MC is already lower than 22B now. This is $SOFI's year. @ant_trading1 follow and go through thesethey're very insightful. Also use the simulator; it's very intuitive. I love it. As always brother the community appreciates you. https://twitter.com/i/web/status/2017795808574472353 https://twitter.com/i/web/status/2017795808574472353"
X Link 2026-02-01T03:03Z [----] followers, [---] engagements
"$SMCI Powered by DCBBS Supermicro is expanding/transforming into a leading AI and datacenter infrastructure company delivering total solutions that simplify deployment accelerate time-to-market and reduce TCO" said Charles Liang Founder President and CEO of Supermicro. With a rapidly expanding order book including more than $13B in $nvda Blackwell Ultra orders we expect at least $36 billion in revenue for fiscal year [----]. $SMCI Q1 [----] Earnings EPS [----] (Non-GAAP). Revenue $5.0B. Performance EPS down 52% YoY. Revenue down 15% YoY down 14% QoQ. Highlights Gross Margin 9.3% (vs 13.1% YoY)."
X Link 2026-02-03T21:17Z [----] followers, [----] engagements
"This week I was able to pull my full original $APLD capital out plus $3346 extra. So my remaining $APLD position is now on the house. It is still about 5% of my portfolio. Ive been in $APLD since [----] 1.74$. I kept buying over time with my last adds in [----] sept at 3.55$. From my early entries it has been about a 10x move at the highs. Getting to this point feels good not because I am done but because it resets the risk. Let it ride now. Ive been trying to do this more often across the portfolio when the market gives me the chance. Reduce stress. Keep exposure. Stay patient. In this blood red"
X Link 2026-02-04T20:56Z [----] followers, [----] engagements
"$CIFR CEO Tyler Page posted TODAY the I drink your milkshake meme around GOOGLEs earning. The data just proved him right. Google $GOOG Q4 earnings confirmed the scale of capital hunting for energy infrastructure. The Numbers $GOOGL Alphabet confirmed [----] CapEx guidance of $175B - $185B. That is roughly double their [----] spend. The Constraint Sundar Pichai admitted the critical issue is constraints related to computing power and electricity. They have $185B to spend but physics limits deployment without permitted grid-connected power. The Connection $GOOGL Google already holds a 5.4% equity"
X Link 2026-02-05T05:35Z [----] followers, [---] engagements
"AI Reit $CIFR https://t.co/fqVs2RTpn0 https://t.co/fqVs2RTpn0"
X Link 2026-02-05T05:35Z [----] followers, [---] engagements
"$IREN Earnings EPS (N/A) vs [-----] (expected). Revenue $184.7M vs $226.90M (Miss by 19%). Performance Revenue up 54% YoY down 23% QoQ. $IREN Q4 earnings est $IREN Q4 earnings est"
X Link 2026-02-05T21:07Z [----] followers, [----] engagements
"$VSAT Q3 FY26 Core results Revenue $1.157B (+3% YoY) Net income $25M (vs -$158M YoY) Operating income $26M (vs -$154M YoY) Adj EBITDA $387M (-2% YoY) Orders and backlog New contract awards $971M (-10% YoY) Backlog $3.967B (+12% YoY) Communication Services awards $671M (-11% YoY) Defense and Advanced Technologies awards $300M (-8% YoY) Segment pulse Communication Services: Revenue $825M (+1% YoY) Adj EBITDA $319M (-3% YoY) DAT: Revenue $332M (+9% YoY) Adj EBITDA $68M (+7% YoY) DAT backlog $1.2B (+27% YoY) book-to-bill 0.9x Cash flow capex balance sheet Operating cash flow $307M (excluding the"
X Link 2026-02-05T21:18Z [----] followers, [---] engagements
"ARK Invest trades for 2026-02-06 Buy: $GOOG $BLSH $RXRX $TEM $THAR $KDK Sell: $PD $TTD $ROKU $COIN $GH $GLBE $IRDM $QCOM"
X Link 2026-02-07T01:22Z [----] followers, [---] engagements
"@TMZ @zerohedge @grok what is it about"
X Link 2026-02-08T20:45Z [----] followers, [----] engagements
"$GOOG: TotalEnergies $TTE just signed a big Texas power deal for data centers. Here is what matters to me. 1.The size TotalEnergies signed two 15-year PPAs to deliver [--] GW of solar capacity for Googles Texas data centers. Projects: Wichita (805 MWp) + Mustang Creek (195 MWp) = [----] MWp. 2.The actual energy behind the headline They put the math in the release: [--] GW = [--] TWh over [--] years. Thats about [----] TWh per year or roughly [---] MW average power flowing to the grid. 3.The financial part people ignore This is the point of a long PPA: it turns a development project into contracted cash flow."
X Link 2026-02-09T11:01Z [----] followers, [---] engagements
"ARK Invest trades for 2026-02-09 Buy: $RBLX $BLSH $RXRX $TEM $THAR $KDK Sell: $GLBE $PINS $QCOM $TTD $PD $GTLB"
X Link 2026-02-10T01:09Z [----] followers, [---] engagements
"$CIFR: A Miner Dressing Up As an AI Infrastructure REIT @MorganStanley finally caught up. $CIFR: A Miner Dressing Up As an AI Infrastructure REIT $CIFR is no longer just a bitcoin miner. The story has shifted into something closer to a power-and-land platform that can monetize megawatts in multiple ways. Bitcoin mining is one path. AI and high-performance computing https://t.co/0Yu3M4CkL7 $CIFR: A Miner Dressing Up As an AI Infrastructure REIT $CIFR is no longer just a bitcoin miner. The story has shifted into something closer to a power-and-land platform that can monetize megawatts in"
X Link 2026-02-10T01:46Z [----] followers, [---] engagements
"$OSCR Oscar Health Announces Financial Results for Fourth Quarter and Full-Year [----] Achieves Record Membership of [---] Million and Provides Full-Year [----] Outlook Including More Than $18 Billion in Revenue Quote from CEO Mark Bertolini [----] was a reset year for the individual market and we took decisive actions to return to profitability in [----] said Mark Bertolini CEO of Oscar Health. Our new suite of affordable products agentic AI features and exceptional member experience drove record- high membership positioning us to achieve significantly improved financial performance in [----]. Oscars"
X Link 2026-02-10T11:24Z [----] followers, [----] engagements
"Wow. I have nothing against the estate. Yes it's a scar. Thinking all these things he did in files might have been done in that home. The same goes for murder houses too right I don't believe all this. Not about the Epstein but about the house. Just so no one bites my head off here. 🤣 People move on; the home stays. It doesnt mean it's cursed or whatever one has to call it. Just like us humans it had a bad history. With new interior it all gets good and starts a new life like sometimes we humans bounce back. https://twitter.com/i/web/status/2021291337795166259"
X Link 2026-02-10T18:33Z [----] followers, [--] engagements
"$HOOD Q4 and FY [----] was a monster year on the numbers. 1.Revenue Q4 net revenue: $1.283B (+27% YoY) FY [----] net revenue: $4.47B (+52% YoY) 2.What drove it (Q4 mix) Transaction revenue: $776M (+15% YoY) Options: $314M (+41%) Equities: $94M (+54%) Crypto: $221M (-38%) Other transaction: $147M (300%+) Net interest revenue: $411M (+39%) Other revenue: $96M (+109%) Gold subscription revenue: $50M (+56%) 3.Profitability Q4 net income: $605M diluted EPS: $0.66 FY net income: $1.883B diluted EPS: $2.05 Q4 adjusted EBITDA: $761M (about 59% margin) FY adjusted EBITDA: $2.52B (about 56% margin)"
X Link 2026-02-10T21:14Z [----] followers, [---] engagements
"ARK Invest trades for 2026-02-10 Buy: $BLSH. $KDK. $RBLX. $SLMT. $TEM. Sell: $PD. $PINS. $TTD"
X Link 2026-02-11T01:12Z [----] followers, [---] engagements
"@alc2022 Lawsuit for sure incoming. 🤣 Find a good lawyer. Don't look for billboard ones. They will give you advice what you gave to people on $HIMS. 🤣 My son is smarter than you and yes he is more than you. 🤣🤣"
X Link 2026-02-11T03:36Z [----] followers, [---] engagements
"@SmallCapSnipa $LEN don't forget this one too : ) This is in my conversation portfolio with my wife haha. I cannot let her see 50% swings she will go crazy 😂"
X Link 2026-02-11T05:48Z [----] followers, [---] engagements
"$QS on Jan 30th added Geoff as a director who has been ex- $NVDA and $CDNS just to name a few. They are definitely planning big moves in the background. $Qs QuantumScape added a seasoned operator to its board. QS announced the appointment of Geoff Ribar as a director. Ribar brings decades of financial and operating experience across technology companies including prior CFO roles at $CDNS Cadence Design Systems $NVDA NVIDIA https://t.co/eH5aXIbQql $Qs QuantumScape added a seasoned operator to its board. QS announced the appointment of Geoff Ribar as a director. Ribar brings decades of"
X Link 2026-02-11T06:36Z [----] followers, [---] engagements
"@tesla_na @grok these are the lowest models do they come with fsd if subscribed"
X Link 2026-02-11T19:18Z [----] followers, [----] engagements
"$AUR Q4 [----] update is less about a single quarter print and more about the operating ramp. Aurora says it tripled its driverless network to [--] routes with a validated [----] mile driverless lane between Fort Worth and Phoenix. That matters because it is beyond Hours of Service limits so autonomy is not just a labor swap it can be a time compression machine if utilization holds. The other big KPI in here is uptime. Aurora says weather constrained driverless ops in Texas about 40% of the time last year and the latest release expands driverless capability into rain fog and heavy wind. If true"
X Link 2026-02-11T21:44Z [----] followers, [---] engagements
"@treasury_bill @FransBakker9812 @jiahanjimliu Some companies' sector categorizations don't make sense. $RIOT healthcare $CIFR finance Just to name a few. What am I missing"
X Link 2026-02-12T06:05Z [----] followers, [---] engagements
"@Mr_Derivatives Walmart"
X Link 2026-02-13T01:17Z [----] followers, [--] engagements
"@PhotonCap What are the best photonics stocks you've been monitoring"
X Link 2026-02-13T02:56Z [----] followers, [---] engagements
"I've been thinking about adding $WMT since [----] but I thought nah too slow no fun. I regret itit's the best stock more than anyone realizes. I've decided to start a position soon. My sister works at a private company that handles data for consumer companies and she's like you have no clue the data $WMT has compared to anyone else. https://twitter.com/i/web/status/2022143423550247335 https://twitter.com/i/web/status/2022143423550247335"
X Link 2026-02-13T02:58Z [----] followers, [--] engagements
"JPMorgan reduces its $COIN Coinbase Global target price from $290 to $252"
X Link 2026-02-13T04:51Z [----] followers, [---] engagements
"@Investor_Jelle Na $hood"
X Link 2026-02-13T17:47Z [----] followers, [--] engagements
"@3KComeback Nope. Only $HOOD But I keep track of its comp. Helps to get a gist"
X Link 2026-02-13T20:00Z [----] followers, [--] engagements
"Pentagon Used @AnthropicAI Claude in Maduro Venezuela Raid Wow. Is this a dis on @OpenAI $MSFT"
X Link 2026-02-13T22:50Z [----] followers, [---] engagements
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