#  @Sam_Badawi Sam Badawi Sam Badawi's company, Nebius ($NBIS), is making significant strides in the tech industry, particularly with its AI training platform and partnerships with major companies like Uber, Microsoft, and Amazon. Recently, $NBIS has seen a surge in growth, heading towards an all-time high, with increasing attention from investors and analysts. Its CEO, Andy Jassy, is optimistic about the company's future, especially with its expansion into Latin America and growing capacity to support AI infrastructure. ### Engagements: [-------] [#](/creator/twitter::1241543417093451776/interactions)  ### Mentions: [---] [#](/creator/twitter::1241543417093451776/posts_active)  ### Followers: [------] [#](/creator/twitter::1241543417093451776/followers)  ### CreatorRank: [------] [#](/creator/twitter::1241543417093451776/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1265 [technology brands](/list/technology-brands) 38.21% [finance](/list/finance) #4890 [cryptocurrencies](/list/cryptocurrencies) #3329 [automotive brands](/list/automotive-brands) 5.15% [social networks](/list/social-networks) 4.07% [financial services](/list/financial-services) #163 [countries](/list/countries) 2.17% [currencies](/list/currencies) 1.9% [celebrities](/list/celebrities) 0.81% **Social topic influence** [$amzn](/topic/$amzn) #26, [ai](/topic/ai) #5370, [$msft](/topic/$msft) #10, [$nvda](/topic/$nvda) #75, [$googl](/topic/$googl) #619, [$nbis](/topic/$nbis) #130, [$meta](/topic/$meta) #41, [meta](/topic/meta) #2075, [$iren](/topic/$iren) #110, [googl](/topic/googl) #38 **Top accounts mentioned or mentioned by** [@mikeschiemer](/creator/undefined) [@william_r2rclub](/creator/undefined) [@amitisinvesting](/creator/undefined) [@wolf_financial](/creator/undefined) [@grindeoptions](/creator/undefined) [@qualityinvest5](/creator/undefined) [@stevenfiorillo](/creator/undefined) [@superioresearch](/creator/undefined) [@traderdanielle](/creator/undefined) [@grok](/creator/undefined) [@cripsg23](/creator/undefined) [@wolffinancial](/creator/undefined) [@stockmktnewz](/creator/undefined) [@techequityeng](/creator/undefined) [@sambadawi](/creator/undefined) [@logoinvestor](/creator/undefined) [@infothelongterm](/creator/undefined) [@clearedgetrades](/creator/undefined) [@tigster92](/creator/undefined) [@moshstocks](/creator/undefined) **Top assets mentioned** [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metadium (META)](/topic/$meta) [Iris Energy Limited (IREN)](/topic/$iren) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Advanced Micro Devices (AMD)](/topic/$amd) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [Now Coin (NOW)](/topic/$now) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Tesla, Inc. (TSLA)](/topic/$tsla) [Orochi Network (ON)](/topic/$on) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Salesforce Inc (CRM)](/topic/$crm) [Bitcoin (BTC)](/topic/$btc) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oracle Corporation (ORCL)](/topic/$orcl) [Apple, Inc. (AAPL)](/topic/$aapl) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [AppLovin Corporation (APP)](/topic/$app) [Sandisk Corporation (SNDK)](/topic/$sndk) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Snowflake Inc. (SNOW)](/topic/$snow) [ZetaChain (ZETA)](/topic/$zeta) [Reddit, Inc. (RDDT)](/topic/$rddt) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Ethereum (ETH)](/topic/$eth) [TeraWulf Inc. (WULF)](/topic/$wulf) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Novo-Nordisk (NVO)](/topic/$nvo) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Arista Networks Inc (ANET)](/topic/$anet) [Bitfarms Ltd. (BITF)](/topic/$bitf) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Applied Digital Corp. (APLD)](/topic/$apld) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last [--] hours "$AMD and SemiAnalysis going at it. Never deleting this app. If @AnushElangovan is confidence in mass production tokens being produced in H2 [----] on MI455X racks. why won't he accept the challenge to polar dip if that doesn't happen As we will accept the challenge & do polar dipping if mass productions MI455 tokens happen in H2 [----]. Time If @AnushElangovan is confidence in mass production tokens being produced in H2 [----] on MI455X racks. why won't he accept the challenge to polar dip if that doesn't happen As we will accept the challenge & do polar dipping if mass productions MI455 tokens" [X Link](https://x.com/Sam_Badawi/status/2024221756530315387) 2026-02-18T20:37Z 37.2K followers, [----] engagements "TOM LEES [----] FORECASTS FOR ETHEREUM Chairman of $BMNR sees $ETH at $4000 by end of July and $10k-15k by EOY. This is based on $CRCL multiples and Layer [--] usage premiums" [X Link](https://x.com/Sam_Badawi/status/1946633036407447591) 2025-07-19T18:07Z 37.2K followers, 356.3K engagements "$GRAB +9% AH Wow. been holding this for a long time" [X Link](https://x.com/Sam_Badawi/status/1947392945411522813) 2025-07-21T20:27Z 37.2K followers, 87.9K engagements "$BYND REPORTEDLY FILES FOR CHAPTER [--] BANKRUPTCY Stock is more fake than their meat at this point. Down 10.4% AH" [X Link](https://x.com/Sam_Badawi/status/1956111786907984073) 2025-08-14T21:52Z 37.2K followers, 378.5K engagements "$PLTR LANDS NASA SOLE SOURCE CONTRACT FOR MICRO PILOT SOFTWARE & SERVICES" [X Link](https://x.com/anyuser/status/1958570470900678749) 2025-08-21T16:42Z 37.2K followers, 35.6K engagements "TOM LEE JUST DEBUNKED CITRON ANDREW LEFTS $PLTR BEAR THESIS" [X Link](https://x.com/anyuser/status/1958914769479770266) 2025-08-22T15:30Z 37.2K followers, 170.4K engagements "$NBIS NEBIUS VOTED ON BUYBACK AUTHORIZATION AND SHARE CANCELLATION Buyback Authorization The board now has authorization to repurchase up to 20% of Class A shares over the next [--] months giving them massive flexibility to reduce float. Share Cancellation At the same time they cancelled [--] million treasury shares immediately. This directly shrinks the share count and instantly lifts EPS and ownership for existing holders" [X Link](https://x.com/Sam_Badawi/status/1959697907684430085) 2025-08-24T19:22Z 37.2K followers, 145K engagements "COREWEAVE DROPS OVER 10% INSIDER & SHAREHOLDER SELLING $CRWV is under pressure after Magnetar offloaded $94.4M and set up a collar trade while CEO Intrator and GC McVeety sold $7.8M and $30M" [X Link](https://x.com/Sam_Badawi/status/1962906819254501760) 2025-09-02T15:53Z 37.2K followers, 98.7K engagements "HIMS LAUNCHES NEW RX TESTOSTERONE COMPOUNDS LAUNCH & AT-HOME LABS $HIMS [-----] +8.4%" [X Link](https://x.com/Sam_Badawi/status/1963246622931837348) 2025-09-03T14:24Z 37.2K followers, 93.1K engagements "$APP APPLOVIN +8% $HOOD ROBINHOOD +8% $EME EMCOR +2.3% ADDED TO THE $SPX S&P [---] ITS A GREAT DAY FOLKS" [X Link](https://x.com/Sam_Badawi/status/1964075964310204638) 2025-09-05T21:19Z 37.2K followers, 78.7K engagements "ANOTHER STOCK UP 10.6% OVERNIGHT Everyones watching $NBIS rip 42% after hours. But heres another AI cloud & datacenter player set to expand GW capacity through H2 [----]. $IREN" [X Link](https://x.com/anyuser/status/1965206836002652473) 2025-09-09T00:13Z 37.2K followers, 64.5K engagements "$OPEN This is pretty insane. $JPM JP Morgan is bullish OpenDoor" [X Link](https://x.com/Sam_Badawi/status/1968041294686720310) 2025-09-16T19:56Z 37.2K followers, 110.8K engagements "$BABA ANNOUNCES NEXT-GEN AI ROADMAP WITH [--] TRILLION IN INVESTMENTS - CEO Eddie Wu unveils 380B ($52B) AI infrastructure plan over [--] years with 4T ($560B) total spend in [--] years - Launch of Qwen3-Max Alibabas largest LLM exceeding [--] trillion parameters - Strategic pivot toward the coming era of artificial superintelligence Stock is up 8%+ overnight here it comes" [X Link](https://x.com/Sam_Badawi/status/1970726978765627822) 2025-09-24T05:48Z 37.2K followers, 164K engagements "$HTZ HERTZ ISSUES $250M EXCHANGABLE SENIOR NOTES UP 17% AH Does anyone know an ETF that follows Bill Ackman $ACKY 👀" [X Link](https://x.com/Sam_Badawi/status/1970953858416590875) 2025-09-24T20:49Z 37.2K followers, [----] engagements "$CIFR DROPS 20% INTRADAY AFTER ANNOUNCING $920M OFFERING After being up 9.6% premarket the stock is now down 10.3% on the day. Building datacenters and supplying compute for hyperscalers takes massive capital so if youre in $IREN $HUT $WULF $NBIS or $CRWV you need to get used to these types of announcements. Im a proud NBIS shareholder and honestly I hope they dump it after an offering so I can load up more" [X Link](https://x.com/Sam_Badawi/status/1971221473571504340) 2025-09-25T14:33Z 37.2K followers, 77.8K engagements "$RKLB FINALIZES ACQUISITION OF MYNARIC TO STRENGTHEN SPACE-BASED LASER COMMUNICATIONS FOR $150M Rocket Lab announced its intention to acquire German laser comms company Mynaric AG earlier this year and today finalized the deal for $75M in cash or stock with up to $75M more in performance-based earn-outs through [----]. https://twitter.com/i/web/status/1971308918656864557 https://twitter.com/i/web/status/1971308918656864557" [X Link](https://x.com/samsolid57/status/1971308918656864557) 2025-09-25T20:20Z 37.1K followers, 24.1K engagements "DATACENTER BUILD WILL ONLY ACCELERATE What is the real demand It is inference. Training models take a lot of compute but that is predicable. Querying model is the variable. And its not one $AMZN $META want to undershoot. $MSFT turned to $NBIS $GOOGL turned to $WULF $CIFR $CRWV turned to $CORZ The next ones in like: $IREN compute powered by renewable energy $BITF fleet expansion through hydropower $HUT scaling with energy-backed infrastructure $HIVE leveraging HPC and AI workloads alongside mining" [X Link](https://x.com/anyuser/status/1971947609796628798) 2025-09-27T14:38Z 37.2K followers, 110.5K engagements "ALL EYES ON MINERS AND NEOCLOUDS The Futurum AI Fifteen just added $NBIS and $IREN to the new Utility Layer a theme poised for strong tailwinds as datacenter compute continues to fall short of demand. They also added $RBRK to the Operating Layer. Data resiliency isnt just about disaster recovery its about protecting critical infrastructure from ransomware and the growing wave of security threats. Very bullish on these themes over the next 2-3 years. FUTURUM AI FIFTEEN REBALANCE We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag [--] names we" [X Link](https://x.com/anyuser/status/1972482868959142199) 2025-09-29T02:05Z 37.2K followers, 174.1K engagements "$NBIS IS UP 6% PM AFTER NEW INFO ON THE $19.4B DEAL As part of the Sept [--] agreement with $MSFT Nebius will get access to 100k+ $NVDA GB300 GPUs. Whys this bullish for all neoclouds Because its just one slice of Microsofts $33B in commitments. Azures 39% growth is only part of the puzzle other hyperscalers need to scale out faster or at least keep pace. $AMZN AWS is projected to grow 20%+ and $GOOGL GCP 30%+ (per Semianalysis) and that means even more compute demand. $IREN is targeting 2.91GW by H2 [----] while $CLSK has the option to repurpose its $BTC mining racks for HPC. Funny enough I" [X Link](https://x.com/anyuser/status/1973695722500526291) 2025-10-02T10:25Z 37.2K followers, 92.9K engagements "BITCOIN MINERS TURNED DATACENTERS ARE GOING PARABOLIC This is a theme Wall Street is getting really heavy on. Id be careful chasing size into this sector. If you want long-term exposure DCA in. there will be plenty of cake to eat later. Theres always a bull market somewhere. $IREN +9.46% $CIFR +12.89% $WULF +6.09% $BITF +5.63% $CLSK +7.36% Some are lagging but wouldn't look too deep into it. $APLD $CORZ Until then for those who got in enjoy the ride and the power of a low cost basis. Trim if you'd like" [X Link](https://x.com/Sam_Badawi/status/1974134948702662791) 2025-10-03T15:30Z 37.2K followers, 136.9K engagements "$CRML IS UP 58% AFTER TRUMP ADMIN CONSIDERS A $50M EQUITY STAKE IN CRITICAL METALS This is part of a grant under the Defense Production Act. Domestic supply of rare earths and uranium is key to manufacturing and defense. Its another tailwind for $MP and $UUUU as factories and infrastructure cant scale without access to critical materials. To manufacture domestically you need to build out more factories machinery and of course materials. You cant build fabs for $INTC or $TSM EV plants or AI datacenters without the raw inputs. steel rare earths uranium lithium etc" [X Link](https://x.com/anyuser/status/1974254991457255477) 2025-10-03T23:27Z 37.2K followers, 109.9K engagements "$IREN WAS DOWN AS MUCH AS 7.5% AH AFTER ANNOUNCING $875M CONVERTIBLE NOTES OFFERING POTENTIALLY UP TO $1B Reminds me of when $NBIS issued debt to fund a CapEx intensive buildout for $MSFT. This time IREN is looking to deploy 2.91GW of total capacity. Thats expensive. Trend carefully if markets break down. Im still bullish long term" [X Link](https://x.com/Sam_Badawi/status/1975656646983708842) 2025-10-07T20:17Z 37.2K followers, 123.5K engagements "$BMNR CHAIR TOM LEE WARNS OF ANOTHER FLUSH ON MONDAY BUT WOULD BE HIGHER NEXT WEEK $GRNY could set up nicely if it bounces. He also noted that markets rarely bottom on a Friday. What are you guys planning to buy" [X Link](https://x.com/Sam_Badawi/status/1977055473917669600) 2025-10-11T16:55Z 37.2K followers, 346.7K engagements "You think $BMNR $IREN $HOOD are the only stocks ripping overnight Rare earths are having a party. $CRML +17.42% $USAR +15.00% $UAMY +13.02% $IDR +8.14% $UUUU +7.37% $TMC +5.81% $MP +5.56% $TMRC +5.01% $UMC +1.81% WHO ARE THE REAL WINNERS FROM THE RECENT TARIFF TENSIONS Rare earth metals. Heres how they performed on Friday. $SPY -2.70% $QQQ -3.47% $TMRC +23.99% $UAMY +12.22% $MP +8.49% $PPTA +7.73% $IDR +6.05% $NB +5.59% $USAR +4.96% $UUUU +3.25% $CRML +1.84% $AREC +0.99% $IPX https://t.co/j3l3hbkuX9 WHO ARE THE REAL WINNERS FROM THE RECENT TARIFF TENSIONS Rare earth metals. Heres how they" [X Link](https://x.com/Sam_Badawi/status/1977530011164004510) 2025-10-13T00:21Z 37.2K followers, 188.1K engagements "ARE WE IN A DATACENTER CRUNCH As demand grows cloud service providers like $AMZN AWS and $ORCL OCI cant keep up so theyre partnering and reserving long-term compute and energy contracts with suppliers and miners. $NBIS $17B+ multi-year deal with $MSFT for AI infrastructure $CIFR $GOOGL backed $3B hosting/AI deal through Fluidstack $APLD Multi-hundred MW leases with CoreWeave (serving OpenAI) $CRWV $22B+ in AI compute contracts with OpenAI $CORZ Acquired by CoreWeave to expand AI hosting footprint $WULF 200+ MW 10-yr hosting deal with Fluidstack (Google-linked) Energy: $CEG 20-yr nuclear PPAs" [X Link](https://x.com/Sam_Badawi/status/1977696819816648965) 2025-10-13T11:24Z 37.2K followers, 80.1K engagements "$ASTS DOWN 7% AH AFTER ANNOUNCING A REPURCHASE OF $50M CONVERTIBLE SENIOR NOTES Dilution. Was just at $100 a week ago. This is where true conviction is tested. Still up 250% in a few months" [X Link](https://x.com/anyuser/status/1980728225623077158) 2025-10-21T20:09Z 37.2K followers, 104.4K engagements "$TSLA has a $12B business that has a CAGR of 43%. That business is Energy Storage. It's very underrated. Here is $TSLA's quarterly energy storage revenue: [----] Q4: $436M [----] Q1: $293M [----] Q2: $370M [----] Q3: $579M [----] Q4: $752M [----] Q1: $494M [----] Q2: $801M [----] Q3: $806M [----] Q4: $688M [----] Q1: $616M [----] Q2: $866M [----] Q3: $1117M [----] Q4: $1310M [----] Q1: $1529M [----] Q2: Here is $TSLA's quarterly energy storage revenue: [----] Q4: $436M [----] Q1: $293M [----] Q2: $370M [----] Q3: $579M [----] Q4: $752M [----] Q1: $494M [----] Q2: $801M [----] Q3: $806M [----] Q4: $688M [----] Q1: $616M [----] Q2: $866M 2022" [X Link](https://x.com/anyuser/status/1981144229020901852) 2025-10-22T23:42Z 37.2K followers, 128.6K engagements "$AMZN remains one of the cheapest megacaps in the market and is still the largest hyperscaler globally with $116B in TTM revenue. Every $1 in AWS revenue generates about $0.35 in operating income translating to over $40B in profit before CapEx from AWS alone. The same story holds for the other hyperscalers with $GOOGL GCP and $MSFT Azure both still growing above 30% YoY. https://twitter.com/i/web/status/1981411284987105487 https://twitter.com/i/web/status/1981411284987105487" [X Link](https://x.com/anyuser/status/1981411284987105487) 2025-10-23T17:23Z 37.2K followers, 107.7K engagements "$NBIS IS MORE THAN A NEOCLOUD Core Business - $17.4B contract with $MSFT Toloka - Clients include $NET $SHOP - Shopify CTO chairs the board - Crowdsourcing / AI training platform powering data labeling at scale Avride (Autonomy) - Partnerships with $UBER $GRUB TripleTen - Expanding into LatAm Clickhouse (28% stake) - Competes with Databricks and $SNOW - Clients include $TSLA $MELI $NFLX" [X Link](https://x.com/Sam_Badawi/status/1982130471246221781) 2025-10-25T17:01Z 37.2K followers, 99.9K engagements "I own both $IREN and $NBIS. I also hold the largest hyperscaler $AMZN. Looking to add more to IREN and maybe start a position in $CLSK. Does it really have to be just one $NBIS vs $IREN Buy both and win. Simple. No need to debate. $NBIS vs $IREN Buy both and win. Simple. No need to debate" [X Link](https://x.com/Sam_Badawi/status/1982587609902928162) 2025-10-26T23:18Z 37.2K followers, 173.2K engagements "$AMZN expects to DOUBLE capacity by [----]. Neoclouds and miners running AH. $IREN [-----] +4.40% $NBIS [------] +3.04% $CIFR [-----] +4.67% $CRWV [------] +2.38% @amitisinvesting $AMZN CEO Andy Jassy We added 3.8GW of power in the past [--] months. We expect to double capacity by [----]. @amitisinvesting $AMZN CEO Andy Jassy We added 3.8GW of power in the past [--] months. We expect to double capacity by 2027" [X Link](https://x.com/anyuser/status/1984007554423468315) 2025-10-30T21:20Z 37.2K followers, 100.1K engagements "$META is now the CHEAPEST Mag7 stock. Next are $AMZN and $GOOGL. $TSLA is on another planet. maybe Mars soon. $MSFT and $AAPL battle head-to-head for the largest company in the world behind $NVDA" [X Link](https://x.com/Sam_Badawi/status/1984587505325203940) 2025-11-01T11:45Z 37.2K followers, 204K engagements "$HOOD PARTNERS WITH SAGE HOME LOANS TO OFFER GOLD SUBSCRIBERS 0.75%+ LOWER MORTGAGE RATES Robinhood Gold subscribers will be able to access mortgages through Sage Home Loans at last 0.75% below national average with a $500 credit" [X Link](https://x.com/anyuser/status/1985345813795729871) 2025-11-03T13:58Z 37.2K followers, 53.6K engagements "Duolingo - Q3 [----] Earnings $DUOL [------] -16.15% AH ✅ Revenue: $271.7M (Est: $260.3M) ✅ EPS: $1.24 (Est: $1.24) Additional Metrics: Daily Active Users: 50.5M Monthly Active Users: 135.3M Adjusted EBITDA: $80M CEO: Duolingo is among few achieving sustainable AI-driven education profitability CFO: Long-term innovation focus remains a priority FY [----] Guidance: ✅ Revenue: $1.0275-1.0315B (Est: $1.02B) ⚪ Adj. EBITDA: $296.9-300.2M" [X Link](https://x.com/Sam_Badawi/status/1986179550586544169) 2025-11-05T21:11Z 37.2K followers, 296.1K engagements "Legendary investor Howard Marks is flagging early cracks in private credit warning that the recent bankruptcies may be the first signs of deeper issues ahead. As he puts it when you see one cockroach there are usually more. For context Marks is one of the most respected voices in distressed debt and private credit. Hes also an investor in $GRAB" [X Link](https://x.com/Sam_Badawi/status/1988046227255292102) 2025-11-11T00:48Z 37.2K followers, 138.2K engagements "Amit unchained" [X Link](https://x.com/anyuser/status/1989802076550172863) 2025-11-15T21:05Z 37.2K followers, 53.7K engagements "$ORCL had $366B of market cap wiped out in [--] months" [X Link](https://x.com/samsolid57/status/1990534041326747828) 2025-11-17T21:34Z 37.1K followers, 10.5K engagements "Which stock will do this tomorrow after $NVDA earnings" [X Link](https://x.com/samsolid57/status/1990982819603193907) 2025-11-19T03:17Z 37K followers, 424.2K engagements "Elastic - Q2 FY2026 Earnings $ESTC [-----] -11.92% AH ✅ Revenue: $423M (Est: $416M) +20% YoY ✅ EPS: $0.36 (Est: $0.30) Additional Metrics: Subscription Revenue: $389M +21% YoY Elastic Cloud Revenue: $145M +22% YoY Remaining Performance Obligations (RPO): $1.45B +14% YoY Operating Cash Flow: $89M +21% YoY Free Cash Flow: $80M +27% YoY GAAP Operating Margin: -1.5% Non-GAAP Operating Margin: 13.5% Q3 FY2026 Guidance: ⚪ Revenue: $428-430M (Est: $426M) ⚪ EPS: $0.35-0.37 (Est: $0.34) FY2026 Guidance: ⚪ Revenue: $1.676-1.682B (Est: $1.67B) ⚪ EPS: $1.32-1.36 (Est: $1.31)" [X Link](https://x.com/Sam_Badawi/status/1991624411393495188) 2025-11-20T21:47Z 37.2K followers, [----] engagements "$SNDK WILL BE ADDED TO THE S&P [---] $SPY will include Sandisk and replace $IPG this Friday. The stock is up 10% AH" [X Link](https://x.com/Sam_Badawi/status/1993084064761622638) 2025-11-24T22:27Z 37.2K followers, [----] engagements "Whenever I travel to Europe there are always an obscene amount of $NIO $BYDDF and $XPEV EVs around way more than $TSLA. That along with the boom in BEVs and PHEVs is what caused the major shift in the chart below" [X Link](https://x.com/Sam_Badawi/status/1994928311248851399) 2025-11-30T00:35Z 37.2K followers, 15.3K engagements "Marvell Technology - Q3 [----] Earnings $MRVL [-----] -4.29% AH ✅ Revenue: $2.075B (Est: $2.06B) +37% YoY ✅ EPS: $0.68 (Est: $0.67) Additional Metrics: - Data Center Revenue: $1.308B +54% YoY 63% of total - AI Revenue: $800M +2.7x YoY - AI mix of Data Center: 61% - AI mix of Total Revenue: 39% - AI Guidance Next Q: $900M - Gross Margin: 62.0% GAAP 64.9% Non-GAAP - Operating Margin: 7.5% GAAP 32.6% Non-GAAP - Net Income: $93.4M GAAP $452.6M Non-GAAP - Diluted EPS: $0.11 GAAP $0.68 Non-GAAP Q4 [----] Guidance: ✅ Revenue: $1.420-1.520B (Est: $1.44B) ✅ EPS: $0.41-0.51 (Est: $0.46) Segment Highlights: -" [X Link](https://x.com/Sam_Badawi/status/1995965573021515980) 2025-12-02T21:17Z 37.2K followers, 10.2K engagements "Metaverse to $0 but META to $1000 LIVE at 2PM EST Today @WOLF_Financial Link in the reply below 👇 Is Zucks Ditching the Metaverse $META Earnings Recap $PATH $SNOW $CRM Santa Clause is COMING $SPY $QQQ Sports Picks: Lions or Cowboys" [X Link](https://x.com/samsolid57/status/1996622390374420964) 2025-12-04T16:47Z 37.1K followers, [----] engagements "EV is coming back for [----] with $RIVN and $TSLA. Who is developing their chip Curious. Power-chip companies: $NVTS $ON $WOLF $SITM I do wonder if it is one of these guys. Very long ON Semiconductor. Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6 Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6" [X Link](https://x.com/samsolid57/status/1999166054631977018) 2025-12-11T17:15Z 37.1K followers, [----] engagements "$MU Micron reports earnings AFTER CLOSE The Solid Report today will be on Amit's Market Close Can HBM save AI from the brutal $QQQ $NVDA drawdown Look out for the link on @WOLF_Financial" [X Link](https://x.com/Sam_Badawi/status/2001357580082487685) 2025-12-17T18:23Z 37.2K followers, [----] engagements "$ZS Zscaler is now 32% from its recent ATHs. Not nearly as close as the 80% drawdown after 2021" [X Link](https://x.com/samsolid57/status/2005713471476998473) 2025-12-29T18:52Z 37.1K followers, [----] engagements "Cathie Wood sees an opportunity in $TWST heading into year end with exposure through $ARKK and $ARKG. Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T" [X Link](https://x.com/Sam_Badawi/status/2006202015588737220) 2025-12-31T03:13Z 37.2K followers, [----] engagements "$BN Brookfield plans to start a cloud business to lower AI infrastructure costs per The Information" [X Link](https://x.com/samsolid57/status/2006425347429183673) 2025-12-31T18:00Z 37.1K followers, 41.9K engagements "When $TSLA $RIVN $XPEV and other EV stocks rally $ON Semiconductor rallies. More EVs = More power chips. See you at $100" [X Link](https://x.com/samsolid57/status/2007044803595481120) 2026-01-02T11:02Z 37.1K followers, 10.2K engagements "Cathie Wood is buying more $TEM in $ARKK and $ARKG after a near 40% drawdown. Is it time Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5 Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5" [X Link](https://x.com/Sam_Badawi/status/2007521696274887064) 2026-01-03T18:37Z 37.2K followers, 10.9K engagements "$ORBS Eightco is partnering with Kalshi via $WLD integration" [X Link](https://x.com/samsolid57/status/2008966422807105960) 2026-01-07T18:18Z 37.1K followers, [----] engagements "Tons of AH movers $RVMD +14.81% $GRMN +6.91% $RKT +6.59% $NLY +2.92% $DRS +2.73% $OPEN +11.82% $OSCR +7.22%" [X Link](https://x.com/samsolid57/status/2009417987187736735) 2026-01-09T00:12Z 37.1K followers, [----] engagements "TEMPUS AI POSTS RECORD $1.1B CONTRACT VALUE IN PRE-EARNINGS RELEASE $TEM closed [----] with record Total Contract Value above $1.1B driven by strong pharma demand and 31% YoY growth in data and applications revenue to roughly $316M. Net revenue retention of 126% highlights expanding customer relationships and visibility into [----] growth. Stock is moving overnight https://twitter.com/i/web/status/2010529740155928943 https://twitter.com/i/web/status/2010529740155928943" [X Link](https://x.com/samsolid57/status/2010529740155928943) 2026-01-12T01:50Z 37.1K followers, 16.5K engagements "$SE Sea Limited is still down roughly 65% from its [----] all-time highs. Management recently raised take rates and the market reacted negatively. The concern is that higher take rates can pressure merchants and consumers slow GMV growth and signal a shift from growth-first to margin-first at a time when investors remain sensitive to demand elasticity in Southeast Asia. https://twitter.com/i/web/status/2011136746885689351 https://twitter.com/i/web/status/2011136746885689351" [X Link](https://x.com/samsolid57/status/2011136746885689351) 2026-01-13T18:02Z 37.1K followers, [----] engagements "$APP is down nearly 5% as the market digests another short attack on the dominant advertising platform. ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied to Asian criminal networks. But at the end of the day these reports often trigger a https://t.co/dEoQlmki8A ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied" [X Link](https://x.com/samsolid57/status/2013454390946853340) 2026-01-20T03:31Z 37K followers, 15.2K engagements "$PGY is down 50% in just [--] months. What happened" [X Link](https://x.com/samsolid57/status/2013481933909496207) 2026-01-20T05:21Z 37K followers, 23.6K engagements "YTD PERFORMANCE - NEOCLOUDS & MINERS For context $SPY and $QQQ are up roughly 1% YTD. 🤯 $APLD +34.1% $IREN +32.7% $GLXY +28.9% $BTDR +25.8% $RIOT +22.0% $CLSK +18.7% $CRWV +17.2% $WULF +10.8% $CIFR +8.5% $MARA +6.0% $BITF +5.9% $NBIS +5.1% $BTBT +3.4%" [X Link](https://x.com/samsolid57/status/2015414378841960848) 2026-01-25T13:20Z 37K followers, [----] engagements "$ON catching a sympathy bid as the market re-rates analog and power semis. Picks-and-shovels momentum builds off explosive earnings from $TXN" [X Link](https://x.com/samsolid57/status/2016256782973468988) 2026-01-27T21:07Z 37.1K followers, [----] engagements "Great day to be long analog semis $ON $TXN $NXPI STMicroelectronics - Q4 [----] Earnings ✅ Revenue: $3.33B (Est: $3.28B) ✅ Gross Margin: 35.2% (Est: 35.1%) Q1 [----] Guidance: ✅ Revenue: $3.04B (Est: $2.92B) ✅ Gross Margin: 33.7% (Est: 33.3%) HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data https://t.co/nRcTYrbt01 HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and" [X Link](https://x.com/Sam_Badawi/status/2016756242128175179) 2026-01-29T06:12Z 37.2K followers, [----] engagements "$NU RECEIVES APPROVAL TO ESTABLISH A U.S. NATIONAL BANK" [X Link](https://x.com/Sam_Badawi/status/2016958614280507881) 2026-01-29T19:36Z 37.2K followers, 67.4K engagements "$TSLA ADDS $55B IN MARKET CAP AFTER ELON TWEETS YEAH CONFIRMING A SPACEX x XAI MERGER Elon: Yeah Market: +$55B +4% AH" [X Link](https://x.com/Sam_Badawi/status/2017001012121522178) 2026-01-29T22:24Z 37.2K followers, 82.8K engagements "$META is the 6th largest company in the world at $1.867T overtaking $TSM" [X Link](https://x.com/samsolid57/status/2017227030543348115) 2026-01-30T13:22Z 37.1K followers, [----] engagements "How Im feeling about $AMZN calls I bought last week" [X Link](https://x.com/samsolid57/status/2018153225749443038) 2026-02-02T02:43Z 37K followers, 41.9K engagements "Did a $ZETA thing" [X Link](https://x.com/samsolid57/status/2018238530519216523) 2026-02-02T08:22Z 37K followers, 27.6K engagements "Just a $31T economy growing at 4.2% Probably nothing" [X Link](https://x.com/samsolid57/status/2018358882234732549) 2026-02-02T16:20Z 37K followers, [----] engagements "Live shot of $AMZN calls over my $HOOD bags rn" [X Link](https://x.com/samsolid57/status/2018364691924635819) 2026-02-02T16:43Z 37K followers, 16.3K engagements "$PLTR shareholders digesting the print" [X Link](https://x.com/samsolid57/status/2018438359157497939) 2026-02-02T21:36Z 37K followers, 27.3K engagements "Did you catch $TER Teradyne up 22.5% AH. Teradyne sits at the intersection of chips robotics and precision testing core infrastructure for deploying AI at scale. Insane move" [X Link](https://x.com/samsolid57/status/2018468889471107316) 2026-02-02T23:37Z 37K followers, 18.6K engagements "Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA" [X Link](https://x.com/Sam_Badawi/status/2018766253230600265) 2026-02-03T19:19Z 37.2K followers, 19.5K engagements "Let's see if we can live to fight another day. $SPY and $QQQ looking good again. Not so much for the Nasdaq but market always depends on the S&P [---]. Question for @stocktalkweekly does $ENS or $PLPC every drop Wow. $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS" [X Link](https://x.com/samsolid57/status/2018789813122748486) 2026-02-03T20:52Z 37K followers, 13.4K engagements "$ZETA reclaimed the daily 200MA before close and looking a lot better than this morning. Let's cross our fingers. Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe" [X Link](https://x.com/samsolid57/status/2018793750097748014) 2026-02-03T21:08Z 37K followers, 15.1K engagements "$SLAB Silicon Labs is up 34% after news of a $7B acquisition by $TXN Texas Instruments" [X Link](https://x.com/samsolid57/status/2018802873111597202) 2026-02-03T21:44Z 37K followers, [----] engagements "Solid talk. How are we feeling $PYPL or $ZETA" [X Link](https://x.com/samsolid57/status/2018803777265148341) 2026-02-03T21:48Z 37K followers, 15K engagements "Super Micro Computer - FY2026 Q2 Earnings $SMCI [-----] +8.17% AH ✅ Revenue: $12.7B (Est: $10.4B) +123% YoY ✅ EPS: $0.60 (Est: $0.46) Additional Metrics: - Net income: $401M - Gross margin: 6.3% - Non-GAAP EPS: $0.69 - Cash and equivalents: $4.1B Q3 FY2026 Guidance: - Revenue: at least $12.3B - GAAP EPS: at least $0.52 - Non-GAAP EPS: at least $0.60 FY2026 Guidance: - Revenue: at least $40.0B https://twitter.com/i/web/status/2018808542954950763 https://twitter.com/i/web/status/2018808542954950763" [X Link](https://x.com/Sam_Badawi/status/2018808542954950763) 2026-02-03T22:07Z 37.2K followers, [----] engagements "I dunno. it just seems unlikely that a very low margin business like $SMCI will inflect out of nowhere. They don't fabricate chips they dont design chips they build design and deploy servers. They deal in volumes. They are the proxy for the AI datacenter buildout. Not the key winner. https://twitter.com/i/web/status/2018810547744194649 https://twitter.com/i/web/status/2018810547744194649" [X Link](https://x.com/samsolid57/status/2018810547744194649) 2026-02-03T22:15Z 37K followers, [---] engagements "$PYPL $50B $TSLA $44B in cash SpaceX basically can do it What says you @elonmusk Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and generates cashflow. It needs a work over but could be one of https://t.co/ra5Ejay5Au Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and" [X Link](https://x.com/samsolid57/status/2018827805488988466) 2026-02-03T23:23Z 37K followers, 12.8K engagements "Trump just saved us all from SaaS apocalypse [----] And also $ZETA 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS" [X Link](https://x.com/samsolid57/status/2019074505931431964) 2026-02-04T15:44Z 37.1K followers, 13.9K engagements "@stocktalkweekly I know Im in some high beta names getting wrecked but I refuse to add to positions that continue to fall off a cliff. $RBRK may not fall in your belt but average in the $30 range helps me hold it. Not adding at all right now but also not selling" [X Link](https://x.com/samsolid57/status/2019099162575593864) 2026-02-04T17:22Z 37K followers, [----] engagements "Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one truly knows where it stops. The only thing you control is yourself and your portfolio. If you do not like a stock or find yourself stuck holding a position step back and ask whether you still believe in the company and the thesis. If the answer is no it is time to sell" [X Link](https://x.com/samsolid57/status/2019108816441471294) 2026-02-04T18:00Z 37K followers, 48.3K engagements "@pennycheck Yes sir great news for $ON" [X Link](https://x.com/samsolid57/status/2019114993338515933) 2026-02-04T18:25Z 37.1K followers, [---] engagements "Nuclear Talks and SaaS Stocks The Solid Report LIVE AT 2:20 PM EST YouTube Link CloudX Headlines $IGV $PLTR $NOW Nuclear Talks Collapsing $SPY $QQQ Is the MI Series is Not Enough $AMD $NVDA Some Solid Talk My Raw Thoughts Segment Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one Everyone needs to understand that financials and fundamentals do not matter when an entire" [X Link](https://x.com/samsolid57/status/2019126692820996198) 2026-02-04T19:11Z 37K followers, 47.5K engagements "@spinner213 Thank you. That was never my bull case but Ill take it" [X Link](https://x.com/samsolid57/status/2019146520470409435) 2026-02-04T20:30Z 37K followers, [--] engagements "$AVGO shareholders The winner in the new Capex budget of Google is. broadcom The winner in the new Capex budget of Google is. broadcom" [X Link](https://x.com/samsolid57/status/2019244199561081274) 2026-02-05T02:58Z 37.1K followers, [----] engagements "HERE IS WHY THE MARKET IS IN FREE FALL Short-term pain usually comes before long-term gain especially when monetary discipline takes priority. Monetary policy matters more than narratives and liquidity ultimately dictates asset prices. Kevin Warshs monetary framework skews hawkish tighter financial conditions balance sheet discipline and less tolerance for inflation persistence. That pushes rates higher for longer which pressures software companies that rely on cheap debt and forward-duration cash flows like $NOW $SNOW $MDB $CRM while also compressing multiples across high-beta trades tied to" [X Link](https://x.com/samsolid57/status/2019269212112581098) 2026-02-05T04:37Z 37.1K followers, 16.4K engagements "What did $HIMS do to $NVO Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3 Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3" [X Link](https://x.com/samsolid57/status/2019420401525530948) 2026-02-05T14:38Z 37.1K followers, [----] engagements "$META explosive earnings. Gave back all of the earnings gains. $GOOGL phenomenal print. Down 4%. $PLTR crushed it. Back in 120s. If this price action scares you you either dont have the conviction or you were levered up. On the bright side the safety trade is underperforming tech right now. $XLB down 2% while $XLK only 1%. $XLE down 2% while $XLY only 1.5%. Lets see if its a reversal today. Especially with $AMZN reporting after hours. Will be live with Amit and a few Amazon bagholders this afternoon. Everyone needs to understand that financials and fundamentals do not matter when an entire" [X Link](https://x.com/samsolid57/status/2019448943361552825) 2026-02-05T16:32Z 37K followers, 24.2K engagements "$AMZN AWS GREW BY 24% WOW" [X Link](https://x.com/samsolid57/status/2019517152659927300) 2026-02-05T21:03Z 37.1K followers, [----] engagements "$AMZN AWS and Advertising are their highest margin business and both grew 24% and 23% respectively. The $200B CapEx is the number one reason why the stock is down. But I do not trust the after hours action. Stock was down 10.5% now only 7%. Let's see how price action follows tomorrow. https://twitter.com/i/web/status/2019520081756319878 https://twitter.com/i/web/status/2019520081756319878" [X Link](https://x.com/samsolid57/status/2019520081756319878) 2026-02-05T21:14Z 37K followers, [----] engagements "$MOH is down 30% AH Some healthcare stocks getting hit. $UNH -1.35% $OSCR -5%" [X Link](https://x.com/samsolid57/status/2019522420726792202) 2026-02-05T21:24Z 37K followers, [----] engagements "WILD AFTER HOURS ACTION $AMZN -7.8% $IREN -13.0% $RDDT -1.6% from +10% $MSTR no comment $RBLX +23.2% $BE +19.5% $CLSK -8.1% $AFRM -4.6% $FTNT +8.9% $DOCS -31.3% $TEAM -7.1% $BILL +14.7% $SYNA -2.6%" [X Link](https://x.com/samsolid57/status/2019523174065692787) 2026-02-05T21:27Z 37K followers, 18.3K engagements "Anyone know where the $IREN Anthropic deal insider went" [X Link](https://x.com/samsolid57/status/2019535804159390189) 2026-02-05T22:17Z 37K followers, 31.1K engagements "$AMZN "Our backlog is $244 billion. That's up 40% year over year I think it's up 22% quarter over quarter." $AMZN CAPEX $200B GOTCHA B $AMZN CAPEX $200B GOTCHA B" [X Link](https://x.com/samsolid57/status/2019545704562311372) 2026-02-05T22:56Z 37.1K followers, 10.9K engagements "Trillions lost in market cap and not a care in the world" [X Link](https://x.com/samsolid57/status/2019580619844645307) 2026-02-06T01:15Z 37.1K followers, 12.5K engagements "$ON ON Semiconductor. Part of the power chip sector in semis. Guiding for 10-12% growth in [----]. Outperforming $SPY and $QQQ by 20%+ YTD. Has no idea what the rest of the market is doing and printed -10% growth last quarter. Lets see how this works out. Long since $47" [X Link](https://x.com/samsolid57/status/2019604325337874463) 2026-02-06T02:49Z 37.1K followers, [----] engagements "$HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect" [X Link](https://x.com/Sam_Badawi/status/2019894528459829376) 2026-02-06T22:02Z 37.2K followers, 64.4K engagements "THE COST OF FABRICATION FOR MEMORY The DRAM industry has become capital-intensive with Samsung SK hynix and $MU controlling over 90% of global production. Fab construction now costs $20B compared to just a few billion a decade ago. This explosion in costs driven by extreme ultraviolet lithography equipment from suppliers like $ASML deposition and etching tools from $AMAT and $LRCX and increasingly complex process technologies has created a barrier to entry so high that only the deepest-pocketed companies can compete. https://twitter.com/i/web/status/2020096723578683743" [X Link](https://x.com/samsolid57/status/2020096723578683743) 2026-02-07T11:26Z 37.1K followers, 42.1K engagements "AI DISRUPTION: WHY THE MARKET IS OVERREACTING The AI disruption narrative has hammered software stocks like $MSFT $NOW $SNOW $ACN and $MDB with $IGV selling off on fears that call centers will disappear and coding outsourcing will collapse as AI replaces entire workforces. The market is pricing in an immediate revenue cliff. But here's what's being missed: AI is an amplifier not a near-term replacement. Companies with strong moats become MORE valuable as AI boosts productivity and cuts costs. The fear ignores implementation timelines enterprise sales cycles and the reality that most companies" [X Link](https://x.com/samsolid57/status/2020113120451055806) 2026-02-07T12:31Z 37.1K followers, 19.9K engagements "$HIMS said they will stop selling the knock off GLP-1 drug. Im wondering how this turns out tomorrow when overnight opens. $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz" [X Link](https://x.com/samsolid57/status/2020268597843788255) 2026-02-07T22:49Z 37K followers, 24.2K engagements "Anything security or customer facing is mission critical. $CRM and $NOW is debatable actually. Since those are usually internal applications it might not be but every company is different. $MNDY and $TEAM would be mission critical as well. Monday is important for a sales-driven company but even a development/product company it is just as important. Atlassian is also important especially in software companies for development. I would say disruption starts with license based products vs consumption. https://twitter.com/i/web/status/2020375424711414102" [X Link](https://x.com/Sam_Badawi/status/2020375424711414102) 2026-02-08T05:53Z 37.2K followers, [----] engagements "@bipulsinha @rubrikInc @CrowdStrike @George_Kurtz Excellent work Leadership in both sectors of Cybersecurity" [X Link](https://x.com/Sam_Badawi/status/2020380194419405034) 2026-02-08T06:12Z 37.2K followers, [---] engagements "When cybersecurity companies partner with each other $RBRK leader in data security $CRWD leader in EDR and XDR Best-in-class detection paired with best-in-class resiliency" [X Link](https://x.com/Sam_Badawi/status/2020453311611089132) 2026-02-08T11:03Z 37.2K followers, [----] engagements "PETER SCHIFF JUST SAID GOLD IS HEADING TO $20K Which one comes first $BTC Bitcoin 20k $GLD Gold 20k" [X Link](https://x.com/Sam_Badawi/status/2020461356105728172) 2026-02-08T11:35Z 37.2K followers, 13.5K engagements "Memory is a MASSIVE Constraint for GPUs $TSLA CEO Elon Musk mentioned this on his earnings call. $NVDA CEO Jensen Huang covers this. $MU SK Hynix and Samsung continue to hike prices as demand grows" [X Link](https://x.com/samsolid57/status/2020485274166329418) 2026-02-08T13:10Z 37K followers, 10.7K engagements "$NBIS Nebius reports earnings this week. The key question is how many additional GW of capacity they add to the pipeline. Last Thursday $IREN announced an additional 1.6GW of capacity secured in Oklahoma. $CIFR reports at the end of the month" [X Link](https://x.com/Sam_Badawi/status/2020497910924706192) 2026-02-08T14:00Z 37.2K followers, 35K engagements "Which stock will do this tomorrow" [X Link](https://x.com/Sam_Badawi/status/2020510225975922938) 2026-02-08T14:49Z 37.2K followers, 26.7K engagements "LAST WEEK POSTED THE LARGEST SHORT SELLING IN HISTORY Does the short squeeze continue 🔥🔥🔥" [X Link](https://x.com/samsolid57/status/2020597503301976393) 2026-02-08T20:36Z 37K followers, [----] engagements "$GLD Gold is rallying above 5k up 1.7% $SLV Silver is back above [--] up 6.5% Is this a reversal" [X Link](https://x.com/samsolid57/status/2020743353827275085) 2026-02-09T06:15Z 37.1K followers, [----] engagements "$NVDA CEO Jensen Huang said in an interview last week that software is no longer just a single tool its a collaboration of many tools working together similar to how Excel evolved into an entire productivity ecosystem. He pointed to how $META uses AI through agentic generative systems to match the right audience with the right ads how $AMZN applies AI-driven advertising and recommendations to optimize shopping experiences and how $MSFT is embedding AI deeply across enterprise software. Software is not dead its entering its next acceleration phase." [X Link](https://x.com/samsolid57/status/2020849978101436794) 2026-02-09T13:19Z 37K followers, 25.6K engagements "$HIMS just found itself in a lawsuit with $NVO Imagine if you worked for a company and your CEO tried to pull a stunt like this. Wow. Almost below $18" [X Link](https://x.com/Sam_Badawi/status/2020855969639477394) 2026-02-09T13:43Z 37.2K followers, 15K engagements "AD TECH VALUATION SNAPSHOT EV/EBITDA Revenue Growth $TTD 14.3x +20.8% $APP 40.4x +98.5% $MGNI 9.3x +6.3% $PUBM 7.4x -0.7% $RDDT 38.4x +69.4% $U 40.6x -8.2%" [X Link](https://x.com/Sam_Badawi/status/2020860286920491484) 2026-02-09T14:00Z 37.2K followers, [----] engagements "$ON $AMKR Earnings https://x.com/i/broadcasts/1MYGNlwOqrnxw https://x.com/i/broadcasts/1MYGNlwOqrnxw" [X Link](https://x.com/samsolid57/status/2020965273562689711) 2026-02-09T20:57Z 37.1K followers, [----] engagements "$TSM up 3% overnight after reported Jan [----] revenue growth at 36%. Almost $2T" [X Link](https://x.com/samsolid57/status/2021097755251478807) 2026-02-10T05:43Z 37.1K followers, 46.7K engagements "$AMKR Amkor reported earnings today. Margin expansion across the board" [X Link](https://x.com/samsolid57/status/2021099406242742784) 2026-02-10T05:50Z 37K followers, [----] engagements "$AMKR accelerated revenue on its largest business to 16.4% U.S. onshoring is starting to ramp up as volumes increase. Bullish for $ON $TSM $ACLS and other supply chain companies" [X Link](https://x.com/samsolid57/status/2021099743712313629) 2026-02-10T05:51Z 37.1K followers, [----] engagements "ARE AI AGENTS THE DEATH OF SOFTWARE Databricks CEO Ali Ghodsi says the SaaS gravy train is over. According to Ghodsi predictable subscription revenue made software companies lazy but AI now forces real innovation or extinction. The [----] split is brutal. AI-native companies like $SNOW surged 25% and are now trading near 52-week lows. With enterprise AI spend coming not just from $MSFT $META $GOOGL and $AMZN but also directly from enterprises in [----] every SaaS category faces existential scrutiny as CIOs ask whether AI agents can replace expensive contracts. Build something genuinely" [X Link](https://x.com/samsolid57/status/2021224916037836884) 2026-02-10T14:09Z 37K followers, 11.5K engagements "$DDOG a software company up 17% after explosive earnings. Wait wait. I thought software was dead" [X Link](https://x.com/Sam_Badawi/status/2021240159488901123) 2026-02-10T15:09Z 37.2K followers, [----] engagements "$NBIS is acquiring Tavily now adding AI agents to their stack. Full stack cloud Full stack infrastructure (mostly) Full stack AI suite Earnings Thursday. Yes I will be streaming" [X Link](https://x.com/samsolid57/status/2021240514738077801) 2026-02-10T15:11Z 37K followers, [----] engagements "AI is bullish for U.S. GDP. maybe too bullish. Hyperscaler data center spending accounted for 92% of H1 [----] GDP growth. Without it the economy would've posted just 0.1% growth. The big four are deploying $600B+ into AI infrastructure for [----] with $GOOGL hitting $185B $AMZN $200B $MSFT $116B $META $135B while every other sector stalls. We're either building the foundation for a productivity revolution or watching the most concentrated economic bet since the dot-com era. this time fueled by debt. https://t.co/P6KvGAmcYJ https://t.co/P6KvGAmcYJ" [X Link](https://x.com/Sam_Badawi/status/2021277347643838892) 2026-02-10T17:37Z 37.2K followers, [----] engagements "@LeverageShares I didn't realize $TSLA was holding that much $BTC" [X Link](https://x.com/samsolid57/status/2021277618864259162) 2026-02-10T17:38Z 37K followers, [---] engagements "Started two new positions in semiconductors with a focus on memory equipment and controllers tied to both DRAM and NAND. Both trade around 20x P/E generate 45%+ gross margins EBIT profitable and stand to benefit from continued memory ramps at $MU SK Hynix Samsung $SNDK $PSTG and $WDC. Looking beyond crowded retail trades for [----]. Better alpha and more attractive valuations in areas Wall Street hasnt piled into yet. I also rotated out of a couple of names with charts that need a lot of work. I have made a lot on them and dont need to force anything." [X Link](https://x.com/samsolid57/status/2021291925857501332) 2026-02-10T18:35Z 37.1K followers, 25.5K engagements "Prediction markets are taking heat after recent events including the Grammys where Trevor Noah said a specific word as a joke. While the word potato did not actually exist as a market it served as satire for what could realistically happen in these markets. Separately there were accounts that won every bet on guest appearances during the Bad Bunny halftime show. My take Do not participate in markets that are clearly vulnerable to insider trading. https://twitter.com/i/web/status/2021297216846168551 https://twitter.com/i/web/status/2021297216846168551" [X Link](https://x.com/samsolid57/status/2021297216846168551) 2026-02-10T18:56Z 37K followers, [----] engagements "JUST IN: $ALAB down 10% following earnings back to where it closed last Friday" [X Link](https://x.com/samsolid57/status/2021379229523509664) 2026-02-11T00:22Z 37.1K followers, [----] engagements "There is so much more liquidity in prediction markets than Vegas. $130M traded on the Super Bowl in Vegas. Judy Shelton for Fed Chair nominee traded $70M Wild" [X Link](https://x.com/Sam_Badawi/status/2021459784726348212) 2026-02-11T05:42Z 37.2K followers, [----] engagements "WHY ASTERA LABS DROPPED AFTER EARNINGS $ALAB proves that beating estimates isnt enough when your stock trades like the next $AVGO or $ANET but hasnt yet earned that tier of credibility. The Q4 beat and raised Q1 guidance would normally spark a rally but sequential margin pressure and a CFO departure reminded investors that premium AI multiples require flawless execution something Arista and Broadcom have mastered. The future remains bright for Astera but todays valuation was simply too rich for the financials delivered. https://twitter.com/i/web/status/2021553598375632999" [X Link](https://x.com/Sam_Badawi/status/2021553598375632999) 2026-02-11T11:55Z 37.2K followers, [----] engagements "Can $NET reach the $231B TAM in just a few years CRAZY. Now a $72B company on the forefront of agentic AI" [X Link](https://x.com/Sam_Badawi/status/2021559117953782037) 2026-02-11T12:17Z 37.2K followers, [----] engagements "$ON ON semi was down nearly 10% after hours following Mondays earnings print. Now the stock is up more than 10% from where it was before the release. Dont let Wall Street dictate your thesis" [X Link](https://x.com/samsolid57/status/2021663230406607157) 2026-02-11T19:10Z 37K followers, [----] engagements "@Couch_Investor @BillAckman Wen AUM $18.9B" [X Link](https://x.com/Sam_Badawi/status/2021689060771725375) 2026-02-11T20:53Z 37.2K followers, [---] engagements "My goal for [----] is to be more transparent about my performance my thinking and the companies I am studying. I am grateful to be up 19% YTD especially after navigating drawdowns in a few larger positions. It has not been a straight line and that is important to acknowledge. Around October [--] I realized something in my strategy was off. The market shifted from an environment where almost everything moved higher to one that truly rewards stock selection. That transition exposed weaknesses in how I was defining high conviction especially when conviction was reinforced by rising prices rather" [X Link](https://x.com/Sam_Badawi/status/2021699346736328799) 2026-02-11T21:34Z 37.2K followers, 26.9K engagements "$APP Applovin drops down again 7%. Anyone know what they said on the call" [X Link](https://x.com/Sam_Badawi/status/2021711528098246675) 2026-02-11T22:22Z 37.2K followers, [----] engagements "@HortonSmith34 I am. And I changed my mind on owning it. Already have exposure in $NBIS and wouldn't be surprised if these continue to be volatile. That is ok in these markets. But expressing a position with money at this juncture has more opportunity in the new positions I opened" [X Link](https://x.com/samsolid57/status/2021717975502651651) 2026-02-11T22:48Z 37K followers, [---] engagements "Yeah I got cooked on this one" [X Link](https://x.com/samsolid57/status/2021732869954318557) 2026-02-11T23:47Z 37K followers, [----] engagements "@amitisinvesting Wait I meant $GME" [X Link](https://x.com/samsolid57/status/2021807026175979574) 2026-02-12T04:42Z 37K followers, [----] engagements "@QualityInvest5 Check out $ACLS. Competitor with $AMAT also part of the semi supply chain via machinery" [X Link](https://x.com/Sam_Badawi/status/2021812290622992394) 2026-02-12T05:03Z 37.2K followers, [----] engagements "@Ze1ooooo Are you attending the national $HIMS community event" [X Link](https://x.com/samsolid57/status/2021812413721719091) 2026-02-12T05:03Z 37K followers, [---] engagements "Savvy doesnt take into account options at all and hasnt been the most accurate indicator of performance. Top performers with options were $AMKR and $ON. These alone accounted for over 10% of the 19% YTD Also $SIMO and $ACLS were added yesterday and those are levered too on 25% of the position. Its not the best measurement of performance. Likely going to offload it and just provide updates via excel as best I can for performance and positions. https://twitter.com/i/web/status/2021817803074892011 https://twitter.com/i/web/status/2021817803074892011" [X Link](https://x.com/samsolid57/status/2021817803074892011) 2026-02-12T05:25Z 37.1K followers, [---] engagements "@babochenko A lot of time research. Trading short short time frames takes more time and stress than needed. Focusing on charts and fundamentals for medium to long term swings" [X Link](https://x.com/Sam_Badawi/status/2021819758992404541) 2026-02-12T05:32Z 37.2K followers, [--] engagements "@cdad1121 Oh have you seen $RBRK $AMZN and $GRAB Im super transparent lol" [X Link](https://x.com/samsolid57/status/2021820360883331318) 2026-02-12T05:35Z 37K followers, [---] engagements "@DonkeyCapital69 Were so cooked" [X Link](https://x.com/samsolid57/status/2021825141337211377) 2026-02-12T05:54Z 37K followers, [----] engagements "Here are a few options positions I have opened on a WeBull account just for screenshots $AMKR $ON $ZETA Clearly [--] of the [--] are not doing well" [X Link](https://x.com/samsolid57/status/2021830002229252533) 2026-02-12T06:13Z 37.1K followers, [----] engagements "Nebius Earnings Live The Solid Report LIVE AT 6:45 AM EST YouTube Link $NBIS Earnings Report Compare to $IREN New Deals $MSFT $META Live Earnings Call at 8AM EST" [X Link](https://x.com/Sam_Badawi/status/2021846674948469031) 2026-02-12T07:19Z 37.2K followers, [----] engagements "Nebius Earnings Live The Solid Report $NBIS $IREN $MSFT $META https://www.youtube.com/live/67XkwuHimpw https://www.youtube.com/live/67XkwuHimpw" [X Link](https://x.com/samsolid57/status/2021846677368582629) 2026-02-12T07:19Z 37K followers, 10.2K engagements "$BTC fear and greed index is at [--]. Wow. But I do think this one is capable of going negative" [X Link](https://x.com/samsolid57/status/2021848727577903281) 2026-02-12T07:27Z 37K followers, [----] engagements "$NBIS Triple Ten grew revenue by 88% YoY and accounted for 6% of group revenue in Q4" [X Link](https://x.com/Sam_Badawi/status/2021924493007237589) 2026-02-12T12:28Z 37.2K followers, 13.5K engagements "$NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS" [X Link](https://x.com/samsolid57/status/2021931844409970879) 2026-02-12T12:58Z 37.1K followers, 13.8K engagements "Here is how $NBIS price moved after the print. It had a knee jerk -8% move and has recovered plus more. $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0 $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0" [X Link](https://x.com/samsolid57/status/2021932716800037094) 2026-02-12T13:01Z 37.1K followers, [----] engagements "$NBIS Earnings call is live RIGHT NOW https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20 https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20" [X Link](https://x.com/Sam_Badawi/status/2021933935337648237) 2026-02-12T13:06Z 37.2K followers, 35K engagements "$VKTX is back at $33 pre-market up 15%+ after announcing its oral GLP-1 candidate VK2735 has advanced into Phase [--]. Viking Therapeutics - FY2025 Q4 Earnings $VKTX $31.47 +10.2% AH Cash Position: $706M Q4 R&D Expenses: $153.5M +395% YoY FY2025 Net Loss: $358.5M vs $110.0M YoY FY2025 EPS: -$3.19 vs -$1.01 YoY Pipeline Highlights: - VANQUISH-1: Enrollment complete [----] patients (exceeded https://t.co/bpcNm84uPT Viking Therapeutics - FY2025 Q4 Earnings $VKTX $31.47 +10.2% AH Cash Position: $706M Q4 R&D Expenses: $153.5M +395% YoY FY2025 Net Loss: $358.5M vs $110.0M YoY FY2025 EPS: -$3.19 vs" [X Link](https://x.com/samsolid57/status/2021936332030066845) 2026-02-12T13:16Z 37.1K followers, [----] engagements "$NBIS CFO Dado Alonso said the company is on track to achieve operating margins of 30-40% in the medium term. $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0 $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0" [X Link](https://x.com/Sam_Badawi/status/2021937622348955818) 2026-02-12T13:21Z 37.2K followers, [----] engagements "$NBIS CFO just said the company plans to invest $16-20B in CapEx. When asked by an analyst on the call the COO said 60%+ will be funded by cash flows. $NBIS Earnings call is live RIGHT NOW https://t.co/mMFdgbjG6N $NBIS Earnings call is live RIGHT NOW https://t.co/mMFdgbjG6N" [X Link](https://x.com/samsolid57/status/2021939571601314259) 2026-02-12T13:28Z 37.1K followers, 16.8K engagements "$FSLY Fastly is up 42% pre-market after a massive Q4 beat on revenue and earnings along with stronger-than-expected [----] guidance driven by AI-related traffic on its network. The market is viewing the company as a potential winner in the agentic AI and inference wave just like $NET and $DOCN. https://twitter.com/i/web/status/2021945653132431628 https://twitter.com/i/web/status/2021945653132431628" [X Link](https://x.com/Sam_Badawi/status/2021945653132431628) 2026-02-12T13:53Z 37.2K followers, [----] engagements "$MELI is up 3.5% pre-market after $JPM upgrades the stock to overweight and raises the PT to $2800 Mercado Libre and Mercado Pago is driven by improving competitive dynamics stronger pricing power and better earnings visibility into 2026-2027. They see sustained 30%+ growth in Brazil and rising monetization across the commerce and fintech ecosystem as key catalysts. While $AMZN remains a competitor in LatAm JPMorgan views it as a smaller player relative to Mercado Libres integrated marketplace and payments network. The combined scale of commerce plus fintech gives the company a structural" [X Link](https://x.com/Sam_Badawi/status/2021948153310883901) 2026-02-12T14:03Z 37.2K followers, [----] engagements "Top positions in concentration and more importantly the leveraged names $ON $SYNA and $ACLS are flat to green today. Meanwhile $HOOD $AMZN $RBRK and $AMKR are weighing on performance. This is the ebb and flow of the market but the portfolio is positioned to outperform even during tech drawdowns. My goal for [----] is to be more transparent about my performance my thinking and the companies I am studying. I am grateful to be up 19% YTD especially after navigating drawdowns in a few larger positions. It has not been a straight line and that is important to acknowledge. https://t.co/Wzv4BRb7pI My" [X Link](https://x.com/Sam_Badawi/status/2021978467332763773) 2026-02-12T16:03Z 37.2K followers, 11.8K engagements "GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%" [X Link](https://x.com/samsolid57/status/2022008977060733273) 2026-02-12T18:04Z 37.1K followers, 11K engagements "Even in a sea of red memory stocks like $MU and $SNDK are still green. The market still recognizes how critical memory is in the bill of materials for accelerated compute. GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06% GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%" [X Link](https://x.com/samsolid57/status/2022013524407726523) 2026-02-12T18:22Z 37.1K followers, [----] engagements "If Warsh was really nominated then it would be at 100% and $33M would not be trading Judy. Insane. Also at one point Warsh was 99%. Who in the world is crazy enough to buy Judy. 🥸 small small size Normally Id dismiss this but a lot is at stake for the new Fed Chair. Why are millions being traded around Judy Shelton In less than a week those contracts doubled in volume increasing by $33M. https://t.co/fYKU1amgvw Normally Id dismiss this but a lot is at stake for the new Fed Chair. Why are millions being traded around Judy Shelton In less than a week those contracts doubled in volume" [X Link](https://x.com/Sam_Badawi/status/2022043442038337919) 2026-02-12T20:21Z 37.2K followers, [----] engagements "@10009nyny Correct but odds are decreasing" [X Link](https://x.com/samsolid57/status/2022048586075381803) 2026-02-12T20:42Z 37.1K followers, [--] engagements "Rivian - Q4 [----] Earnings $RIVN [-----] +11.2% AH ✅ Revenue: $1.29B (Est: $1.26B) ✅ Adj. EPS: -$0.66 (Est: -$0.81) Additional Metrics: - Q4 Gross Profit: $120M - Full Year Revenue: $5.39B (+8% YoY) - Full Year Gross Profit: $144M vs. -$1.2B LY - FY25 Deliveries: [-----] vehicles - Q4 Deliveries: [----] vehicles - Cash equivalents and investments: $6.08B FY2026 Guidance: - Vehicles Delivered: 62000-67000 - Adj. EBITDA: -$2.10B to -$1.80B - CapEx: $1.95B-2.05B https://twitter.com/i/web/status/2022056413334581738 https://twitter.com/i/web/status/2022056413334581738" [X Link](https://x.com/Sam_Badawi/status/2022056413334581738) 2026-02-12T21:13Z 37.2K followers, [----] engagements "$AMKR is down 6% after they announced a secondary offering of 10M shares by [---] Investments an entity tied to the Kim Family with a 30-day option for an additional 1.5M shares and the company will not receive any proceeds. This is NOT DILUTION since no new shares are being issued and the Kim Family will still own over 49% post-offering with a 180-day lockup in place while Goldman Sachs is serving as sole bookrunner" [X Link](https://x.com/samsolid57/status/2022057010678865950) 2026-02-12T21:15Z 37.1K followers, 11.1K engagements "Toast - Q4 [----] Earnings $TOST [-----] -13.2% AH ✅ Revenue: $1.63B (Est: $1.62B) +22% YoY ❌ EPS: $0.16 (Est: $0.19) Additional Metrics: - Net Income: $101M (vs. $33M LY) - Adjusted EBITDA: $163M (vs. $111M LY) - ARR: $2.05B +26% YoY - Gross Payment Volume: $51.4B +22% YoY - Free Cash Flow: $178M (vs. $134M LY) - Share Repurchase: +$500M authorization added Q1 [----] Guidance: ⚪ Non-GAAP Subscription & FinTech Gross Profit: $505-515M +22-24% YoY ⚪ Adjusted EBITDA: $160-170M FY2026 Guidance: ⚪ Non-GAAP Subscription & FinTech Gross Profit: $2.27-2.30B +20-22% YoY ⚪ Adjusted EBITDA: $775-795M" [X Link](https://x.com/Sam_Badawi/status/2022058426873131148) 2026-02-12T21:21Z 37.2K followers, [----] engagements "Arista Networks - Q4 [----] Earnings $ANET [------] +10.31% AH ✅ Revenue: $2.49B (Est: $2.38B) +28.9% YoY ✅ EPS: $0.75 (Est: $0.72) Additional Metrics: - GAAP Gross Margin: 62.9% - Non-GAAP Gross Margin: 63.4% - GAAP Net Income: $955.8M - Non-GAAP EPS: $0.82 - FY2025 Revenue: $9.01B +28.6% YoY Q1 [----] Guidance: ⚪ Revenue: $2.6B ⚪ Non-GAAP Gross Margin: 62-63% ⚪ Non-GAAP Operating Margin: 46% https://twitter.com/i/web/status/2022060708935180800 https://twitter.com/i/web/status/2022060708935180800" [X Link](https://x.com/Sam_Badawi/status/2022060708935180800) 2026-02-12T21:30Z 37.2K followers, 10.2K engagements "$NBIS guided for 3.0GW by end of [----] while $IREN guided for 3.6GW. That kind of capacity speaks volumes for demand. $IREN contracted capacity build-out currently sits at 3.6GW. Can $NBIS top that in their announcement this week $IREN contracted capacity build-out currently sits at 3.6GW. Can $NBIS top that in their announcement this week" [X Link](https://x.com/Sam_Badawi/status/2022069502817820923) 2026-02-12T22:05Z 37.2K followers, 26.8K engagements "@jt_xrp Kevin Warsh could do a funny thing" [X Link](https://x.com/samsolid57/status/2022070941556380054) 2026-02-12T22:10Z 37.1K followers, [---] engagements "Source for UBS estimates https://x.com/jukan05/status/2021918924867350745 UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28% respectively to $827 billion/$915 billion representing +61%/+11% YoY growth. https://x.com/jukan05/status/2021918924867350745 UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28%" [X Link](https://x.com/samsolid57/status/2022120532385444268) 2026-02-13T01:27Z 37.1K followers, [----] engagements "@dezod80 $AMZN $HOOD $RBRK $AMKR (options)" [X Link](https://x.com/samsolid57/status/2022135905696497699) 2026-02-13T02:29Z 37.1K followers, [---] engagements "@NICK_AUTHENTIKS Still in. But if downside continues I will be hedging with puts" [X Link](https://x.com/samsolid57/status/2022136002341753179) 2026-02-13T02:29Z 37.1K followers, [--] engagements "Crazy seeing $ASTS back in the $80s. 😏" [X Link](https://x.com/samsolid57/status/2022162863088185788) 2026-02-13T04:16Z 37.1K followers, [----] engagements "@JuanRodrig07 I love the business and its clearly successful. But in todays market it doesnt care about fundamentals. I wouldnt be surprised if theres something else baking. This price action eerily reminds me of end of 2021" [X Link](https://x.com/samsolid57/status/2022177120219435439) 2026-02-13T05:12Z 37.1K followers, [---] engagements "Does todays market give you [----] vibes Yes. Cautious No. This is a BTFD Yes. Cautious No. This is a BTFD" [X Link](https://x.com/samsolid57/status/2022177509409009970) 2026-02-13T05:14Z 37.1K followers, [----] engagements "@ZenobleResearch Wow" [X Link](https://x.com/samsolid57/status/2022177953317368182) 2026-02-13T05:16Z 37.1K followers, [---] engagements "Full disclosure I dont make predictions where the market is going to go. That is a losers game. Just react" [X Link](https://x.com/Sam_Badawi/status/2022178759198277756) 2026-02-13T05:19Z 37.2K followers, [----] engagements "JUST IN: HEADLINE CPI COMES IN AT 2.4% VS 2.5% I mean" [X Link](https://x.com/samsolid57/status/2022306941519933469) 2026-02-13T13:48Z 37.1K followers, [----] engagements "Massive short interest in the most powerful sector since [----]. Major pullbacks rarely happen when everyone is positioned and prepared for them. Food for thought" [X Link](https://x.com/Sam_Badawi/status/2022309838219292796) 2026-02-13T14:00Z 37.2K followers, [----] engagements "Datacenter neocloud miners bounce back after raising contracted gigawatt capacity $APLD +2.10% $BITF +6.28% $CIFR +8.01% $CORZ +4.58% $CRVW +3.81% $HIVE +5.84% $HUT +8.85% $IREN +7.84% $NBIS +10.60% $WULF +9.18%" [X Link](https://x.com/Sam_Badawi/status/2022334809738293336) 2026-02-13T15:39Z 37.2K followers, [----] engagements "MARKET CLOSE $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $METAhttps://www.youtube.com/watchv=J5zKmd6mn9w" [X Link](https://x.com/samsolid57/status/2022391885810241951) 2026-02-13T19:26Z 37.1K followers, [----] engagements "You can watch the full interview here: https://www.youtube.com/watchv=-5Weeox0Xus https://www.youtube.com/watchv=-5Weeox0Xus" [X Link](https://x.com/samsolid57/status/2022396470037741696) 2026-02-13T19:44Z 37.1K followers, [----] engagements "@amitisinvesting Today was quite different as the market closed lol" [X Link](https://x.com/samsolid57/status/2022457597740339446) 2026-02-13T23:47Z 37.1K followers, [----] engagements "My man George Soros definitely closed the $XLE and $XOP puts after the first week of January. I dont believe for a second that hes still holding them. BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active filings in recent quarters with 50+ new positions and major portfolio shifts. Biggest moves: $XOP https://t.co/hy08OTlObL BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one" [X Link](https://x.com/Sam_Badawi/status/2022459362527318476) 2026-02-13T23:54Z 37.2K followers, [----] engagements "JUST IN: The Dow is at 50k is no longer an excuse. Time for accountability" [X Link](https://x.com/Sam_Badawi/status/2022485565808300057) 2026-02-14T01:38Z 37.2K followers, [----] engagements "Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth. $AMZN Amazon slides 9th straight day longest losing streak since [----] Investors question $200B AI infrastructure spend after weak earnings [----] saw similar capex fears before long-term rally Stock has risen 14849% since that [----] stretch $AMZN Amazon slides 9th straight day longest losing streak since [----] Investors question $200B AI infrastructure spend after weak earnings [----] saw similar capex fears before long-term rally Stock has risen 14849%" [X Link](https://x.com/Sam_Badawi/status/2022495727419822481) 2026-02-14T02:18Z 37.2K followers, 37.5K engagements "How cooked am I Seth Klarman just wagered a [---] BILLION DOLLAR bet on $AMZN after selling half of his $GOOGL stake. Some serious conviction. https://t.co/byaS0eFwF4 Seth Klarman just wagered a [---] BILLION DOLLAR bet on $AMZN after selling half of his $GOOGL stake. Some serious conviction. https://t.co/byaS0eFwF4" [X Link](https://x.com/samsolid57/status/2022512204239827398) 2026-02-14T03:24Z 37.1K followers, 11.9K engagements "@twoeraserheads $AMZN is 14% of the port" [X Link](https://x.com/samsolid57/status/2022513101896384788) 2026-02-14T03:27Z 37.1K followers, [---] engagements "$COIN bulls saying the stock is up 17% because of earnings and not $BTC" [X Link](https://x.com/samsolid57/status/2022515154941059502) 2026-02-14T03:36Z 37.1K followers, [----] engagements "https://x.com/samsolid57/status/2022495727419822481s=46 Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth. https://x.com/samsolid57/status/2022495727419822481s=46 Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth" [X Link](https://x.com/Sam_Badawi/status/2022552102850159053) 2026-02-14T06:02Z 37.2K followers, [----] engagements "RT @samsolid57: Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reac" [X Link](https://x.com/samsolid57/status/2022624129078177920) 2026-02-14T10:49Z 37.1K followers, [--] engagements "Stargate UAE is the cleanest read-through on the next AI infra cycle. a 5GW campus in Abu Dhabi where OpenAI G42 and the hyperscale stack $NVDA $ORCL $CSCO plus the usual $AMZN $MSFT $GOOGL are effectively co-building at state scale with 1GW targeted for [----] and 200MW in the first cut of capacity. The visual is straightforward cranes in the desert steel substations and long-dated power contracts turning into a sovereign AI hub that wants to sit in the traffic path for roughly half the worlds population. On the other side of the globe xAIs Colossus clusters are the speed benchmark taking" [X Link](https://x.com/Sam_Badawi/status/2022646603073417284) 2026-02-14T12:18Z 37.2K followers, [----] engagements "1M Performance of Various Growth Stocks and their Price to Sales. The market is not sympathetic to expensive companies right now. $CIFR 32x $ASTS 1923x $IREN 19x $RKLB 64x $NNE pre-rev $SMR 66x $PLTR 69x $ALAB 25x $OKLO pre-rev $ONDS 193x $ASST 92x" [X Link](https://x.com/Sam_Badawi/status/2022664658641985650) 2026-02-14T13:30Z 37.2K followers, [----] engagements "@WOLF_Bitcoin_ 😅" [X Link](https://x.com/samsolid57/status/2022706340972630477) 2026-02-14T16:15Z 37.1K followers, [---] engagements "SCARCITY VS SCALE $RACE limits supply. Ferrari keeps volumes below demand protecting pricing power and margins at the very top of the luxury stack. $NVDA faces the opposite dynamic. Nvidia keeps walking into higher prices because AI demand is overwhelming the supply chain for advanced memory with $MU and $SNDK effectively sold out so GPUs and full systems get repriced upward even if the strategy is simply to ship as many accelerators as possible. With AI capex already running toward the high hundreds of billions and UBS calling for roughly 66% growth with a continued ramp into [----] this looks" [X Link](https://x.com/Sam_Badawi/status/2022712163094381030) 2026-02-14T16:38Z 37.2K followers, [----] engagements "Lets take into account that CapEx is still climbing especially among the hyperscalers $AMZN $GOOGL $MSFT and $META. Combined CapEx spending is on track to reach over $620 billion in [----] a major upside surprise compared to what the market initially priced in. And that infrastructure will not just train models it will power real world applications like identity resolution and real time ad targeting think Minority Report level personalization benefiting platforms like $APP $TTD and $ZETA. But the key question is not how much theyre spending its where its going. This CapEx is building out the" [X Link](https://x.com/Sam_Badawi/status/2022720407909077307) 2026-02-14T17:11Z 37.2K followers, [----] engagements "Is this seriously what Wall Street is panicking about $MSFT prints negative quarterly FCF because theyre plowing cash into CapEx and suddenly everyone forgets how cycles work. Were at an inflection point. The playbook most tech operators learned last decade is now a liability. Do I think this is a permanent downtrend Or a once-in-a-generation land grab to own the compute layer of the next platform shift CapEx doesnt go vertical forever. It mean reverts. It always does. But this is narrative season. FCF red for a quarter so dump $AMZN $GOOGL $META and lmao might as well torch $ORCL first." [X Link](https://x.com/Sam_Badawi/status/2022745457928343605) 2026-02-14T18:51Z 37.2K followers, 16.7K engagements "Crypto bros buying the dip thinking every 10% pump is a bottom" [X Link](https://x.com/Sam_Badawi/status/2022846439215321484) 2026-02-15T01:32Z 37.2K followers, [----] engagements "Throwback to when OpenAI released the smartest model on the world in December. Since then $GOOGL has taken more market share from them. $GOOGL The smartest generally available model in the world. https://t.co/rKa8rlnO60 $GOOGL The smartest generally available model in the world. https://t.co/rKa8rlnO60" [X Link](https://x.com/Sam_Badawi/status/2022933597930598668) 2026-02-15T07:18Z 37.2K followers, [----] engagements "So what if this Substack Burry is not actually Michael Burry" [X Link](https://x.com/Sam_Badawi/status/2022942997495894128) 2026-02-15T07:56Z 37.2K followers, [----] engagements "What the NEW FED CHAIR Could Mean for Speculative and Growth Stocks If Kevin Warsh is serious about shrinking the balance sheet again that effectively means turning off the money printer thats supported markets for nearly two decades. A pivot back toward tighter liquidity would likely hit speculative and high-multiple growth names like $HOOD $PLTR $IGV especially tech and software companies dependent on cheap capital. I broke this down on Fridays stream and you can watch the full episode with guests @stevenfiorillo @WolfRyan and @StockMKTNewz for the full discussion." [X Link](https://x.com/Sam_Badawi/status/2023022481800675833) 2026-02-15T13:12Z 37.2K followers, [----] engagements "Source report. Great stuff if you really want to dig into the industry. https://www.semiconductors.org/wp-content/uploads/2024/05/Report_Emerging-Resilience-in-the-Semiconductor-Supply-Chain.pdf https://www.semiconductors.org/wp-content/uploads/2024/05/Report_Emerging-Resilience-in-the-Semiconductor-Supply-Chain.pdf" [X Link](https://x.com/Sam_Badawi/status/2023042147180511480) 2026-02-15T14:30Z 37.2K followers, [----] engagements "On Fridays stream @stevenfiorillo made the case that $NVDA is coiled to break out of its six month consolidation when it reports on February [--]. His argument is simple. CapEx from $AMZN $GOOGL $MSFT and $META has accelerated from 55% growth in [----] to over 60% in [----] and now roughly 70% YoY heading into this year totaling around $620B from just four companies. With that level of infrastructure buildout he believes guidance will surprise to the upside and that this is not the final year of AI expansion. Get ready. https://twitter.com/i/web/status/2023062244305637574" [X Link](https://x.com/Sam_Badawi/status/2023062244305637574) 2026-02-15T15:50Z 37.2K followers, 13.6K engagements "People LOVE to use the Fundamentals vs Technicals argument like you have to pick a side. Druckenmiller looks at [---] charts every single night across stocks commodities currencies bonds. Daily weekly monthly. Different timeframes different signals different cycles. He wants to know whats actually moving before he starts telling himself a story about why. Sometimes the idea starts with the chart. Thats the part fundamental purists hate. But hes not buying squiggly lines for fun. Technicals are for timing and positioning. Fundamentals are for size and conviction. If you want to trade like him" [X Link](https://x.com/Sam_Badawi/status/2023064859202523367) 2026-02-15T16:00Z 37.2K followers, [----] engagements "$NVDA has clearly dominated AI data center revenue over the past five years. The real question is whether $AMD or $INTC can meaningfully close the gap. Trillions of dollars are at stake" [X Link](https://x.com/Sam_Badawi/status/2023076102680240281) 2026-02-15T16:45Z 37.2K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Sam_Badawi Sam Badawi
Sam Badawi's company, Nebius ($NBIS), is making significant strides in the tech industry, particularly with its AI training platform and partnerships with major companies like Uber, Microsoft, and Amazon. Recently, $NBIS has seen a surge in growth, heading towards an all-time high, with increasing attention from investors and analysts. Its CEO, Andy Jassy, is optimistic about the company's future, especially with its expansion into Latin America and growing capacity to support AI infrastructure.
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Social Influence
Social category influence stocks #1265 technology brands 38.21% finance #4890 cryptocurrencies #3329 automotive brands 5.15% social networks 4.07% financial services #163 countries 2.17% currencies 1.9% celebrities 0.81%
Social topic influence $amzn #26, ai #5370, $msft #10, $nvda #75, $googl #619, $nbis #130, $meta #41, meta #2075, $iren #110, googl #38
Top accounts mentioned or mentioned by @mikeschiemer @william_r2rclub @amitisinvesting @wolf_financial @grindeoptions @qualityinvest5 @stevenfiorillo @superioresearch @traderdanielle @grok @cripsg23 @wolffinancial @stockmktnewz @techequityeng @sambadawi @logoinvestor @infothelongterm @clearedgetrades @tigster92 @moshstocks
Top assets mentioned Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Metadium (META) Iris Energy Limited (IREN) Applied Materials, Inc. (AMAT) Advanced Micro Devices (AMD) Axcelis Technologies Inc (ACLS) Now Coin (NOW) SPDR S&P [---] ETF Trust (SPY) Tesla, Inc. (TSLA) Orochi Network (ON) Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) Cipher Mining Inc. Common Stock (CIFR) Salesforce Inc (CRM) Bitcoin (BTC) Amkor Technology Inc (AMKR) Rubrik, Inc. (RBRK) Grab Holdings Limited Class A Ordinary Shares (GRAB) Hims & Hers Health, Inc. (HIMS) Oracle Corporation (ORCL) Apple, Inc. (AAPL) BITMINE IMMERSION TECH (BMNR) CoreWeave, Inc (CRWV) Robinhood Markets, Inc. (HOOD) AppLovin Corporation (APP) Sandisk Corporation (SNDK) Taiwan Semiconductor (TSM) Snowflake Inc. (SNOW) ZetaChain (ZETA) Reddit, Inc. (RDDT) Lam Research Corporation (LRCX) Palo Alto Networks Inc (PANW) Ethereum (ETH) TeraWulf Inc. (WULF) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Broadcom, Inc. (AVGO) Novo-Nordisk (NVO) Atlassian Corporation PLC (TEAM) Arista Networks Inc (ANET) Bitfarms Ltd. (BITF) CLEANSPARK INC (CLSK) Applied Digital Corp. (APLD) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last [--] hours
"$AMD and SemiAnalysis going at it. Never deleting this app. If @AnushElangovan is confidence in mass production tokens being produced in H2 [----] on MI455X racks. why won't he accept the challenge to polar dip if that doesn't happen As we will accept the challenge & do polar dipping if mass productions MI455 tokens happen in H2 [----]. Time If @AnushElangovan is confidence in mass production tokens being produced in H2 [----] on MI455X racks. why won't he accept the challenge to polar dip if that doesn't happen As we will accept the challenge & do polar dipping if mass productions MI455 tokens"
X Link 2026-02-18T20:37Z 37.2K followers, [----] engagements
"TOM LEES [----] FORECASTS FOR ETHEREUM Chairman of $BMNR sees $ETH at $4000 by end of July and $10k-15k by EOY. This is based on $CRCL multiples and Layer [--] usage premiums"
X Link 2025-07-19T18:07Z 37.2K followers, 356.3K engagements
"$GRAB +9% AH Wow. been holding this for a long time"
X Link 2025-07-21T20:27Z 37.2K followers, 87.9K engagements
"$BYND REPORTEDLY FILES FOR CHAPTER [--] BANKRUPTCY Stock is more fake than their meat at this point. Down 10.4% AH"
X Link 2025-08-14T21:52Z 37.2K followers, 378.5K engagements
"$PLTR LANDS NASA SOLE SOURCE CONTRACT FOR MICRO PILOT SOFTWARE & SERVICES"
X Link 2025-08-21T16:42Z 37.2K followers, 35.6K engagements
"TOM LEE JUST DEBUNKED CITRON ANDREW LEFTS $PLTR BEAR THESIS"
X Link 2025-08-22T15:30Z 37.2K followers, 170.4K engagements
"$NBIS NEBIUS VOTED ON BUYBACK AUTHORIZATION AND SHARE CANCELLATION Buyback Authorization The board now has authorization to repurchase up to 20% of Class A shares over the next [--] months giving them massive flexibility to reduce float. Share Cancellation At the same time they cancelled [--] million treasury shares immediately. This directly shrinks the share count and instantly lifts EPS and ownership for existing holders"
X Link 2025-08-24T19:22Z 37.2K followers, 145K engagements
"COREWEAVE DROPS OVER 10% INSIDER & SHAREHOLDER SELLING $CRWV is under pressure after Magnetar offloaded $94.4M and set up a collar trade while CEO Intrator and GC McVeety sold $7.8M and $30M"
X Link 2025-09-02T15:53Z 37.2K followers, 98.7K engagements
"HIMS LAUNCHES NEW RX TESTOSTERONE COMPOUNDS LAUNCH & AT-HOME LABS $HIMS [-----] +8.4%"
X Link 2025-09-03T14:24Z 37.2K followers, 93.1K engagements
"$APP APPLOVIN +8% $HOOD ROBINHOOD +8% $EME EMCOR +2.3% ADDED TO THE $SPX S&P [---] ITS A GREAT DAY FOLKS"
X Link 2025-09-05T21:19Z 37.2K followers, 78.7K engagements
"ANOTHER STOCK UP 10.6% OVERNIGHT Everyones watching $NBIS rip 42% after hours. But heres another AI cloud & datacenter player set to expand GW capacity through H2 [----]. $IREN"
X Link 2025-09-09T00:13Z 37.2K followers, 64.5K engagements
"$OPEN This is pretty insane. $JPM JP Morgan is bullish OpenDoor"
X Link 2025-09-16T19:56Z 37.2K followers, 110.8K engagements
"$BABA ANNOUNCES NEXT-GEN AI ROADMAP WITH [--] TRILLION IN INVESTMENTS - CEO Eddie Wu unveils 380B ($52B) AI infrastructure plan over [--] years with 4T ($560B) total spend in [--] years - Launch of Qwen3-Max Alibabas largest LLM exceeding [--] trillion parameters - Strategic pivot toward the coming era of artificial superintelligence Stock is up 8%+ overnight here it comes"
X Link 2025-09-24T05:48Z 37.2K followers, 164K engagements
"$HTZ HERTZ ISSUES $250M EXCHANGABLE SENIOR NOTES UP 17% AH Does anyone know an ETF that follows Bill Ackman $ACKY 👀"
X Link 2025-09-24T20:49Z 37.2K followers, [----] engagements
"$CIFR DROPS 20% INTRADAY AFTER ANNOUNCING $920M OFFERING After being up 9.6% premarket the stock is now down 10.3% on the day. Building datacenters and supplying compute for hyperscalers takes massive capital so if youre in $IREN $HUT $WULF $NBIS or $CRWV you need to get used to these types of announcements. Im a proud NBIS shareholder and honestly I hope they dump it after an offering so I can load up more"
X Link 2025-09-25T14:33Z 37.2K followers, 77.8K engagements
"$RKLB FINALIZES ACQUISITION OF MYNARIC TO STRENGTHEN SPACE-BASED LASER COMMUNICATIONS FOR $150M Rocket Lab announced its intention to acquire German laser comms company Mynaric AG earlier this year and today finalized the deal for $75M in cash or stock with up to $75M more in performance-based earn-outs through [----]. https://twitter.com/i/web/status/1971308918656864557 https://twitter.com/i/web/status/1971308918656864557"
X Link 2025-09-25T20:20Z 37.1K followers, 24.1K engagements
"DATACENTER BUILD WILL ONLY ACCELERATE What is the real demand It is inference. Training models take a lot of compute but that is predicable. Querying model is the variable. And its not one $AMZN $META want to undershoot. $MSFT turned to $NBIS $GOOGL turned to $WULF $CIFR $CRWV turned to $CORZ The next ones in like: $IREN compute powered by renewable energy $BITF fleet expansion through hydropower $HUT scaling with energy-backed infrastructure $HIVE leveraging HPC and AI workloads alongside mining"
X Link 2025-09-27T14:38Z 37.2K followers, 110.5K engagements
"ALL EYES ON MINERS AND NEOCLOUDS The Futurum AI Fifteen just added $NBIS and $IREN to the new Utility Layer a theme poised for strong tailwinds as datacenter compute continues to fall short of demand. They also added $RBRK to the Operating Layer. Data resiliency isnt just about disaster recovery its about protecting critical infrastructure from ransomware and the growing wave of security threats. Very bullish on these themes over the next 2-3 years. FUTURUM AI FIFTEEN REBALANCE We just completed the first quarterly rebalance of the Futurum AI Fifteen -- our curated list of non-Mag [--] names we"
X Link 2025-09-29T02:05Z 37.2K followers, 174.1K engagements
"$NBIS IS UP 6% PM AFTER NEW INFO ON THE $19.4B DEAL As part of the Sept [--] agreement with $MSFT Nebius will get access to 100k+ $NVDA GB300 GPUs. Whys this bullish for all neoclouds Because its just one slice of Microsofts $33B in commitments. Azures 39% growth is only part of the puzzle other hyperscalers need to scale out faster or at least keep pace. $AMZN AWS is projected to grow 20%+ and $GOOGL GCP 30%+ (per Semianalysis) and that means even more compute demand. $IREN is targeting 2.91GW by H2 [----] while $CLSK has the option to repurpose its $BTC mining racks for HPC. Funny enough I"
X Link 2025-10-02T10:25Z 37.2K followers, 92.9K engagements
"BITCOIN MINERS TURNED DATACENTERS ARE GOING PARABOLIC This is a theme Wall Street is getting really heavy on. Id be careful chasing size into this sector. If you want long-term exposure DCA in. there will be plenty of cake to eat later. Theres always a bull market somewhere. $IREN +9.46% $CIFR +12.89% $WULF +6.09% $BITF +5.63% $CLSK +7.36% Some are lagging but wouldn't look too deep into it. $APLD $CORZ Until then for those who got in enjoy the ride and the power of a low cost basis. Trim if you'd like"
X Link 2025-10-03T15:30Z 37.2K followers, 136.9K engagements
"$CRML IS UP 58% AFTER TRUMP ADMIN CONSIDERS A $50M EQUITY STAKE IN CRITICAL METALS This is part of a grant under the Defense Production Act. Domestic supply of rare earths and uranium is key to manufacturing and defense. Its another tailwind for $MP and $UUUU as factories and infrastructure cant scale without access to critical materials. To manufacture domestically you need to build out more factories machinery and of course materials. You cant build fabs for $INTC or $TSM EV plants or AI datacenters without the raw inputs. steel rare earths uranium lithium etc"
X Link 2025-10-03T23:27Z 37.2K followers, 109.9K engagements
"$IREN WAS DOWN AS MUCH AS 7.5% AH AFTER ANNOUNCING $875M CONVERTIBLE NOTES OFFERING POTENTIALLY UP TO $1B Reminds me of when $NBIS issued debt to fund a CapEx intensive buildout for $MSFT. This time IREN is looking to deploy 2.91GW of total capacity. Thats expensive. Trend carefully if markets break down. Im still bullish long term"
X Link 2025-10-07T20:17Z 37.2K followers, 123.5K engagements
"$BMNR CHAIR TOM LEE WARNS OF ANOTHER FLUSH ON MONDAY BUT WOULD BE HIGHER NEXT WEEK $GRNY could set up nicely if it bounces. He also noted that markets rarely bottom on a Friday. What are you guys planning to buy"
X Link 2025-10-11T16:55Z 37.2K followers, 346.7K engagements
"You think $BMNR $IREN $HOOD are the only stocks ripping overnight Rare earths are having a party. $CRML +17.42% $USAR +15.00% $UAMY +13.02% $IDR +8.14% $UUUU +7.37% $TMC +5.81% $MP +5.56% $TMRC +5.01% $UMC +1.81% WHO ARE THE REAL WINNERS FROM THE RECENT TARIFF TENSIONS Rare earth metals. Heres how they performed on Friday. $SPY -2.70% $QQQ -3.47% $TMRC +23.99% $UAMY +12.22% $MP +8.49% $PPTA +7.73% $IDR +6.05% $NB +5.59% $USAR +4.96% $UUUU +3.25% $CRML +1.84% $AREC +0.99% $IPX https://t.co/j3l3hbkuX9 WHO ARE THE REAL WINNERS FROM THE RECENT TARIFF TENSIONS Rare earth metals. Heres how they"
X Link 2025-10-13T00:21Z 37.2K followers, 188.1K engagements
"ARE WE IN A DATACENTER CRUNCH As demand grows cloud service providers like $AMZN AWS and $ORCL OCI cant keep up so theyre partnering and reserving long-term compute and energy contracts with suppliers and miners. $NBIS $17B+ multi-year deal with $MSFT for AI infrastructure $CIFR $GOOGL backed $3B hosting/AI deal through Fluidstack $APLD Multi-hundred MW leases with CoreWeave (serving OpenAI) $CRWV $22B+ in AI compute contracts with OpenAI $CORZ Acquired by CoreWeave to expand AI hosting footprint $WULF 200+ MW 10-yr hosting deal with Fluidstack (Google-linked) Energy: $CEG 20-yr nuclear PPAs"
X Link 2025-10-13T11:24Z 37.2K followers, 80.1K engagements
"$ASTS DOWN 7% AH AFTER ANNOUNCING A REPURCHASE OF $50M CONVERTIBLE SENIOR NOTES Dilution. Was just at $100 a week ago. This is where true conviction is tested. Still up 250% in a few months"
X Link 2025-10-21T20:09Z 37.2K followers, 104.4K engagements
"$TSLA has a $12B business that has a CAGR of 43%. That business is Energy Storage. It's very underrated. Here is $TSLA's quarterly energy storage revenue: [----] Q4: $436M [----] Q1: $293M [----] Q2: $370M [----] Q3: $579M [----] Q4: $752M [----] Q1: $494M [----] Q2: $801M [----] Q3: $806M [----] Q4: $688M [----] Q1: $616M [----] Q2: $866M [----] Q3: $1117M [----] Q4: $1310M [----] Q1: $1529M [----] Q2: Here is $TSLA's quarterly energy storage revenue: [----] Q4: $436M [----] Q1: $293M [----] Q2: $370M [----] Q3: $579M [----] Q4: $752M [----] Q1: $494M [----] Q2: $801M [----] Q3: $806M [----] Q4: $688M [----] Q1: $616M [----] Q2: $866M 2022"
X Link 2025-10-22T23:42Z 37.2K followers, 128.6K engagements
"$AMZN remains one of the cheapest megacaps in the market and is still the largest hyperscaler globally with $116B in TTM revenue. Every $1 in AWS revenue generates about $0.35 in operating income translating to over $40B in profit before CapEx from AWS alone. The same story holds for the other hyperscalers with $GOOGL GCP and $MSFT Azure both still growing above 30% YoY. https://twitter.com/i/web/status/1981411284987105487 https://twitter.com/i/web/status/1981411284987105487"
X Link 2025-10-23T17:23Z 37.2K followers, 107.7K engagements
"$NBIS IS MORE THAN A NEOCLOUD Core Business - $17.4B contract with $MSFT Toloka - Clients include $NET $SHOP - Shopify CTO chairs the board - Crowdsourcing / AI training platform powering data labeling at scale Avride (Autonomy) - Partnerships with $UBER $GRUB TripleTen - Expanding into LatAm Clickhouse (28% stake) - Competes with Databricks and $SNOW - Clients include $TSLA $MELI $NFLX"
X Link 2025-10-25T17:01Z 37.2K followers, 99.9K engagements
"I own both $IREN and $NBIS. I also hold the largest hyperscaler $AMZN. Looking to add more to IREN and maybe start a position in $CLSK. Does it really have to be just one $NBIS vs $IREN Buy both and win. Simple. No need to debate. $NBIS vs $IREN Buy both and win. Simple. No need to debate"
X Link 2025-10-26T23:18Z 37.2K followers, 173.2K engagements
"$AMZN expects to DOUBLE capacity by [----]. Neoclouds and miners running AH. $IREN [-----] +4.40% $NBIS [------] +3.04% $CIFR [-----] +4.67% $CRWV [------] +2.38% @amitisinvesting $AMZN CEO Andy Jassy We added 3.8GW of power in the past [--] months. We expect to double capacity by [----]. @amitisinvesting $AMZN CEO Andy Jassy We added 3.8GW of power in the past [--] months. We expect to double capacity by 2027"
X Link 2025-10-30T21:20Z 37.2K followers, 100.1K engagements
"$META is now the CHEAPEST Mag7 stock. Next are $AMZN and $GOOGL. $TSLA is on another planet. maybe Mars soon. $MSFT and $AAPL battle head-to-head for the largest company in the world behind $NVDA"
X Link 2025-11-01T11:45Z 37.2K followers, 204K engagements
"$HOOD PARTNERS WITH SAGE HOME LOANS TO OFFER GOLD SUBSCRIBERS 0.75%+ LOWER MORTGAGE RATES Robinhood Gold subscribers will be able to access mortgages through Sage Home Loans at last 0.75% below national average with a $500 credit"
X Link 2025-11-03T13:58Z 37.2K followers, 53.6K engagements
"Duolingo - Q3 [----] Earnings $DUOL [------] -16.15% AH ✅ Revenue: $271.7M (Est: $260.3M) ✅ EPS: $1.24 (Est: $1.24) Additional Metrics: Daily Active Users: 50.5M Monthly Active Users: 135.3M Adjusted EBITDA: $80M CEO: Duolingo is among few achieving sustainable AI-driven education profitability CFO: Long-term innovation focus remains a priority FY [----] Guidance: ✅ Revenue: $1.0275-1.0315B (Est: $1.02B) ⚪ Adj. EBITDA: $296.9-300.2M"
X Link 2025-11-05T21:11Z 37.2K followers, 296.1K engagements
"Legendary investor Howard Marks is flagging early cracks in private credit warning that the recent bankruptcies may be the first signs of deeper issues ahead. As he puts it when you see one cockroach there are usually more. For context Marks is one of the most respected voices in distressed debt and private credit. Hes also an investor in $GRAB"
X Link 2025-11-11T00:48Z 37.2K followers, 138.2K engagements
"Amit unchained"
X Link 2025-11-15T21:05Z 37.2K followers, 53.7K engagements
"$ORCL had $366B of market cap wiped out in [--] months"
X Link 2025-11-17T21:34Z 37.1K followers, 10.5K engagements
"Which stock will do this tomorrow after $NVDA earnings"
X Link 2025-11-19T03:17Z 37K followers, 424.2K engagements
"Elastic - Q2 FY2026 Earnings $ESTC [-----] -11.92% AH ✅ Revenue: $423M (Est: $416M) +20% YoY ✅ EPS: $0.36 (Est: $0.30) Additional Metrics: Subscription Revenue: $389M +21% YoY Elastic Cloud Revenue: $145M +22% YoY Remaining Performance Obligations (RPO): $1.45B +14% YoY Operating Cash Flow: $89M +21% YoY Free Cash Flow: $80M +27% YoY GAAP Operating Margin: -1.5% Non-GAAP Operating Margin: 13.5% Q3 FY2026 Guidance: ⚪ Revenue: $428-430M (Est: $426M) ⚪ EPS: $0.35-0.37 (Est: $0.34) FY2026 Guidance: ⚪ Revenue: $1.676-1.682B (Est: $1.67B) ⚪ EPS: $1.32-1.36 (Est: $1.31)"
X Link 2025-11-20T21:47Z 37.2K followers, [----] engagements
"$SNDK WILL BE ADDED TO THE S&P [---] $SPY will include Sandisk and replace $IPG this Friday. The stock is up 10% AH"
X Link 2025-11-24T22:27Z 37.2K followers, [----] engagements
"Whenever I travel to Europe there are always an obscene amount of $NIO $BYDDF and $XPEV EVs around way more than $TSLA. That along with the boom in BEVs and PHEVs is what caused the major shift in the chart below"
X Link 2025-11-30T00:35Z 37.2K followers, 15.3K engagements
"Marvell Technology - Q3 [----] Earnings $MRVL [-----] -4.29% AH ✅ Revenue: $2.075B (Est: $2.06B) +37% YoY ✅ EPS: $0.68 (Est: $0.67) Additional Metrics: - Data Center Revenue: $1.308B +54% YoY 63% of total - AI Revenue: $800M +2.7x YoY - AI mix of Data Center: 61% - AI mix of Total Revenue: 39% - AI Guidance Next Q: $900M - Gross Margin: 62.0% GAAP 64.9% Non-GAAP - Operating Margin: 7.5% GAAP 32.6% Non-GAAP - Net Income: $93.4M GAAP $452.6M Non-GAAP - Diluted EPS: $0.11 GAAP $0.68 Non-GAAP Q4 [----] Guidance: ✅ Revenue: $1.420-1.520B (Est: $1.44B) ✅ EPS: $0.41-0.51 (Est: $0.46) Segment Highlights: -"
X Link 2025-12-02T21:17Z 37.2K followers, 10.2K engagements
"Metaverse to $0 but META to $1000 LIVE at 2PM EST Today @WOLF_Financial Link in the reply below 👇 Is Zucks Ditching the Metaverse $META Earnings Recap $PATH $SNOW $CRM Santa Clause is COMING $SPY $QQQ Sports Picks: Lions or Cowboys"
X Link 2025-12-04T16:47Z 37.1K followers, [----] engagements
"EV is coming back for [----] with $RIVN and $TSLA. Who is developing their chip Curious. Power-chip companies: $NVTS $ON $WOLF $SITM I do wonder if it is one of these guys. Very long ON Semiconductor. Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6 Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6"
X Link 2025-12-11T17:15Z 37.1K followers, [----] engagements
"$MU Micron reports earnings AFTER CLOSE The Solid Report today will be on Amit's Market Close Can HBM save AI from the brutal $QQQ $NVDA drawdown Look out for the link on @WOLF_Financial"
X Link 2025-12-17T18:23Z 37.2K followers, [----] engagements
"$ZS Zscaler is now 32% from its recent ATHs. Not nearly as close as the 80% drawdown after 2021"
X Link 2025-12-29T18:52Z 37.1K followers, [----] engagements
"Cathie Wood sees an opportunity in $TWST heading into year end with exposure through $ARKK and $ARKG. Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T"
X Link 2025-12-31T03:13Z 37.2K followers, [----] engagements
"$BN Brookfield plans to start a cloud business to lower AI infrastructure costs per The Information"
X Link 2025-12-31T18:00Z 37.1K followers, 41.9K engagements
"When $TSLA $RIVN $XPEV and other EV stocks rally $ON Semiconductor rallies. More EVs = More power chips. See you at $100"
X Link 2026-01-02T11:02Z 37.1K followers, 10.2K engagements
"Cathie Wood is buying more $TEM in $ARKK and $ARKG after a near 40% drawdown. Is it time Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5 Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5"
X Link 2026-01-03T18:37Z 37.2K followers, 10.9K engagements
"$ORBS Eightco is partnering with Kalshi via $WLD integration"
X Link 2026-01-07T18:18Z 37.1K followers, [----] engagements
"Tons of AH movers $RVMD +14.81% $GRMN +6.91% $RKT +6.59% $NLY +2.92% $DRS +2.73% $OPEN +11.82% $OSCR +7.22%"
X Link 2026-01-09T00:12Z 37.1K followers, [----] engagements
"TEMPUS AI POSTS RECORD $1.1B CONTRACT VALUE IN PRE-EARNINGS RELEASE $TEM closed [----] with record Total Contract Value above $1.1B driven by strong pharma demand and 31% YoY growth in data and applications revenue to roughly $316M. Net revenue retention of 126% highlights expanding customer relationships and visibility into [----] growth. Stock is moving overnight https://twitter.com/i/web/status/2010529740155928943 https://twitter.com/i/web/status/2010529740155928943"
X Link 2026-01-12T01:50Z 37.1K followers, 16.5K engagements
"$SE Sea Limited is still down roughly 65% from its [----] all-time highs. Management recently raised take rates and the market reacted negatively. The concern is that higher take rates can pressure merchants and consumers slow GMV growth and signal a shift from growth-first to margin-first at a time when investors remain sensitive to demand elasticity in Southeast Asia. https://twitter.com/i/web/status/2011136746885689351 https://twitter.com/i/web/status/2011136746885689351"
X Link 2026-01-13T18:02Z 37.1K followers, [----] engagements
"$APP is down nearly 5% as the market digests another short attack on the dominant advertising platform. ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied to Asian criminal networks. But at the end of the day these reports often trigger a https://t.co/dEoQlmki8A ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied"
X Link 2026-01-20T03:31Z 37K followers, 15.2K engagements
"$PGY is down 50% in just [--] months. What happened"
X Link 2026-01-20T05:21Z 37K followers, 23.6K engagements
"YTD PERFORMANCE - NEOCLOUDS & MINERS For context $SPY and $QQQ are up roughly 1% YTD. 🤯 $APLD +34.1% $IREN +32.7% $GLXY +28.9% $BTDR +25.8% $RIOT +22.0% $CLSK +18.7% $CRWV +17.2% $WULF +10.8% $CIFR +8.5% $MARA +6.0% $BITF +5.9% $NBIS +5.1% $BTBT +3.4%"
X Link 2026-01-25T13:20Z 37K followers, [----] engagements
"$ON catching a sympathy bid as the market re-rates analog and power semis. Picks-and-shovels momentum builds off explosive earnings from $TXN"
X Link 2026-01-27T21:07Z 37.1K followers, [----] engagements
"Great day to be long analog semis $ON $TXN $NXPI STMicroelectronics - Q4 [----] Earnings ✅ Revenue: $3.33B (Est: $3.28B) ✅ Gross Margin: 35.2% (Est: 35.1%) Q1 [----] Guidance: ✅ Revenue: $3.04B (Est: $2.92B) ✅ Gross Margin: 33.7% (Est: 33.3%) HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data https://t.co/nRcTYrbt01 HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and"
X Link 2026-01-29T06:12Z 37.2K followers, [----] engagements
"$NU RECEIVES APPROVAL TO ESTABLISH A U.S. NATIONAL BANK"
X Link 2026-01-29T19:36Z 37.2K followers, 67.4K engagements
"$TSLA ADDS $55B IN MARKET CAP AFTER ELON TWEETS YEAH CONFIRMING A SPACEX x XAI MERGER Elon: Yeah Market: +$55B +4% AH"
X Link 2026-01-29T22:24Z 37.2K followers, 82.8K engagements
"$META is the 6th largest company in the world at $1.867T overtaking $TSM"
X Link 2026-01-30T13:22Z 37.1K followers, [----] engagements
"How Im feeling about $AMZN calls I bought last week"
X Link 2026-02-02T02:43Z 37K followers, 41.9K engagements
"Did a $ZETA thing"
X Link 2026-02-02T08:22Z 37K followers, 27.6K engagements
"Just a $31T economy growing at 4.2% Probably nothing"
X Link 2026-02-02T16:20Z 37K followers, [----] engagements
"Live shot of $AMZN calls over my $HOOD bags rn"
X Link 2026-02-02T16:43Z 37K followers, 16.3K engagements
"$PLTR shareholders digesting the print"
X Link 2026-02-02T21:36Z 37K followers, 27.3K engagements
"Did you catch $TER Teradyne up 22.5% AH. Teradyne sits at the intersection of chips robotics and precision testing core infrastructure for deploying AI at scale. Insane move"
X Link 2026-02-02T23:37Z 37K followers, 18.6K engagements
"Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA"
X Link 2026-02-03T19:19Z 37.2K followers, 19.5K engagements
"Let's see if we can live to fight another day. $SPY and $QQQ looking good again. Not so much for the Nasdaq but market always depends on the S&P [---]. Question for @stocktalkweekly does $ENS or $PLPC every drop Wow. $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS"
X Link 2026-02-03T20:52Z 37K followers, 13.4K engagements
"$ZETA reclaimed the daily 200MA before close and looking a lot better than this morning. Let's cross our fingers. Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe"
X Link 2026-02-03T21:08Z 37K followers, 15.1K engagements
"$SLAB Silicon Labs is up 34% after news of a $7B acquisition by $TXN Texas Instruments"
X Link 2026-02-03T21:44Z 37K followers, [----] engagements
"Solid talk. How are we feeling $PYPL or $ZETA"
X Link 2026-02-03T21:48Z 37K followers, 15K engagements
"Super Micro Computer - FY2026 Q2 Earnings $SMCI [-----] +8.17% AH ✅ Revenue: $12.7B (Est: $10.4B) +123% YoY ✅ EPS: $0.60 (Est: $0.46) Additional Metrics: - Net income: $401M - Gross margin: 6.3% - Non-GAAP EPS: $0.69 - Cash and equivalents: $4.1B Q3 FY2026 Guidance: - Revenue: at least $12.3B - GAAP EPS: at least $0.52 - Non-GAAP EPS: at least $0.60 FY2026 Guidance: - Revenue: at least $40.0B https://twitter.com/i/web/status/2018808542954950763 https://twitter.com/i/web/status/2018808542954950763"
X Link 2026-02-03T22:07Z 37.2K followers, [----] engagements
"I dunno. it just seems unlikely that a very low margin business like $SMCI will inflect out of nowhere. They don't fabricate chips they dont design chips they build design and deploy servers. They deal in volumes. They are the proxy for the AI datacenter buildout. Not the key winner. https://twitter.com/i/web/status/2018810547744194649 https://twitter.com/i/web/status/2018810547744194649"
X Link 2026-02-03T22:15Z 37K followers, [---] engagements
"$PYPL $50B $TSLA $44B in cash SpaceX basically can do it What says you @elonmusk Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and generates cashflow. It needs a work over but could be one of https://t.co/ra5Ejay5Au Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and"
X Link 2026-02-03T23:23Z 37K followers, 12.8K engagements
"Trump just saved us all from SaaS apocalypse [----] And also $ZETA 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS"
X Link 2026-02-04T15:44Z 37.1K followers, 13.9K engagements
"@stocktalkweekly I know Im in some high beta names getting wrecked but I refuse to add to positions that continue to fall off a cliff. $RBRK may not fall in your belt but average in the $30 range helps me hold it. Not adding at all right now but also not selling"
X Link 2026-02-04T17:22Z 37K followers, [----] engagements
"Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one truly knows where it stops. The only thing you control is yourself and your portfolio. If you do not like a stock or find yourself stuck holding a position step back and ask whether you still believe in the company and the thesis. If the answer is no it is time to sell"
X Link 2026-02-04T18:00Z 37K followers, 48.3K engagements
"@pennycheck Yes sir great news for $ON"
X Link 2026-02-04T18:25Z 37.1K followers, [---] engagements
"Nuclear Talks and SaaS Stocks The Solid Report LIVE AT 2:20 PM EST YouTube Link CloudX Headlines $IGV $PLTR $NOW Nuclear Talks Collapsing $SPY $QQQ Is the MI Series is Not Enough $AMD $NVDA Some Solid Talk My Raw Thoughts Segment Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one Everyone needs to understand that financials and fundamentals do not matter when an entire"
X Link 2026-02-04T19:11Z 37K followers, 47.5K engagements
"@spinner213 Thank you. That was never my bull case but Ill take it"
X Link 2026-02-04T20:30Z 37K followers, [--] engagements
"$AVGO shareholders The winner in the new Capex budget of Google is. broadcom The winner in the new Capex budget of Google is. broadcom"
X Link 2026-02-05T02:58Z 37.1K followers, [----] engagements
"HERE IS WHY THE MARKET IS IN FREE FALL Short-term pain usually comes before long-term gain especially when monetary discipline takes priority. Monetary policy matters more than narratives and liquidity ultimately dictates asset prices. Kevin Warshs monetary framework skews hawkish tighter financial conditions balance sheet discipline and less tolerance for inflation persistence. That pushes rates higher for longer which pressures software companies that rely on cheap debt and forward-duration cash flows like $NOW $SNOW $MDB $CRM while also compressing multiples across high-beta trades tied to"
X Link 2026-02-05T04:37Z 37.1K followers, 16.4K engagements
"What did $HIMS do to $NVO Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3 Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3"
X Link 2026-02-05T14:38Z 37.1K followers, [----] engagements
"$META explosive earnings. Gave back all of the earnings gains. $GOOGL phenomenal print. Down 4%. $PLTR crushed it. Back in 120s. If this price action scares you you either dont have the conviction or you were levered up. On the bright side the safety trade is underperforming tech right now. $XLB down 2% while $XLK only 1%. $XLE down 2% while $XLY only 1.5%. Lets see if its a reversal today. Especially with $AMZN reporting after hours. Will be live with Amit and a few Amazon bagholders this afternoon. Everyone needs to understand that financials and fundamentals do not matter when an entire"
X Link 2026-02-05T16:32Z 37K followers, 24.2K engagements
"$AMZN AWS GREW BY 24% WOW"
X Link 2026-02-05T21:03Z 37.1K followers, [----] engagements
"$AMZN AWS and Advertising are their highest margin business and both grew 24% and 23% respectively. The $200B CapEx is the number one reason why the stock is down. But I do not trust the after hours action. Stock was down 10.5% now only 7%. Let's see how price action follows tomorrow. https://twitter.com/i/web/status/2019520081756319878 https://twitter.com/i/web/status/2019520081756319878"
X Link 2026-02-05T21:14Z 37K followers, [----] engagements
"$MOH is down 30% AH Some healthcare stocks getting hit. $UNH -1.35% $OSCR -5%"
X Link 2026-02-05T21:24Z 37K followers, [----] engagements
"WILD AFTER HOURS ACTION $AMZN -7.8% $IREN -13.0% $RDDT -1.6% from +10% $MSTR no comment $RBLX +23.2% $BE +19.5% $CLSK -8.1% $AFRM -4.6% $FTNT +8.9% $DOCS -31.3% $TEAM -7.1% $BILL +14.7% $SYNA -2.6%"
X Link 2026-02-05T21:27Z 37K followers, 18.3K engagements
"Anyone know where the $IREN Anthropic deal insider went"
X Link 2026-02-05T22:17Z 37K followers, 31.1K engagements
"$AMZN "Our backlog is $244 billion. That's up 40% year over year I think it's up 22% quarter over quarter." $AMZN CAPEX $200B GOTCHA B $AMZN CAPEX $200B GOTCHA B"
X Link 2026-02-05T22:56Z 37.1K followers, 10.9K engagements
"Trillions lost in market cap and not a care in the world"
X Link 2026-02-06T01:15Z 37.1K followers, 12.5K engagements
"$ON ON Semiconductor. Part of the power chip sector in semis. Guiding for 10-12% growth in [----]. Outperforming $SPY and $QQQ by 20%+ YTD. Has no idea what the rest of the market is doing and printed -10% growth last quarter. Lets see how this works out. Long since $47"
X Link 2026-02-06T02:49Z 37.1K followers, [----] engagements
"$HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect"
X Link 2026-02-06T22:02Z 37.2K followers, 64.4K engagements
"THE COST OF FABRICATION FOR MEMORY The DRAM industry has become capital-intensive with Samsung SK hynix and $MU controlling over 90% of global production. Fab construction now costs $20B compared to just a few billion a decade ago. This explosion in costs driven by extreme ultraviolet lithography equipment from suppliers like $ASML deposition and etching tools from $AMAT and $LRCX and increasingly complex process technologies has created a barrier to entry so high that only the deepest-pocketed companies can compete. https://twitter.com/i/web/status/2020096723578683743"
X Link 2026-02-07T11:26Z 37.1K followers, 42.1K engagements
"AI DISRUPTION: WHY THE MARKET IS OVERREACTING The AI disruption narrative has hammered software stocks like $MSFT $NOW $SNOW $ACN and $MDB with $IGV selling off on fears that call centers will disappear and coding outsourcing will collapse as AI replaces entire workforces. The market is pricing in an immediate revenue cliff. But here's what's being missed: AI is an amplifier not a near-term replacement. Companies with strong moats become MORE valuable as AI boosts productivity and cuts costs. The fear ignores implementation timelines enterprise sales cycles and the reality that most companies"
X Link 2026-02-07T12:31Z 37.1K followers, 19.9K engagements
"$HIMS said they will stop selling the knock off GLP-1 drug. Im wondering how this turns out tomorrow when overnight opens. $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz"
X Link 2026-02-07T22:49Z 37K followers, 24.2K engagements
"Anything security or customer facing is mission critical. $CRM and $NOW is debatable actually. Since those are usually internal applications it might not be but every company is different. $MNDY and $TEAM would be mission critical as well. Monday is important for a sales-driven company but even a development/product company it is just as important. Atlassian is also important especially in software companies for development. I would say disruption starts with license based products vs consumption. https://twitter.com/i/web/status/2020375424711414102"
X Link 2026-02-08T05:53Z 37.2K followers, [----] engagements
"@bipulsinha @rubrikInc @CrowdStrike @George_Kurtz Excellent work Leadership in both sectors of Cybersecurity"
X Link 2026-02-08T06:12Z 37.2K followers, [---] engagements
"When cybersecurity companies partner with each other $RBRK leader in data security $CRWD leader in EDR and XDR Best-in-class detection paired with best-in-class resiliency"
X Link 2026-02-08T11:03Z 37.2K followers, [----] engagements
"PETER SCHIFF JUST SAID GOLD IS HEADING TO $20K Which one comes first $BTC Bitcoin 20k $GLD Gold 20k"
X Link 2026-02-08T11:35Z 37.2K followers, 13.5K engagements
"Memory is a MASSIVE Constraint for GPUs $TSLA CEO Elon Musk mentioned this on his earnings call. $NVDA CEO Jensen Huang covers this. $MU SK Hynix and Samsung continue to hike prices as demand grows"
X Link 2026-02-08T13:10Z 37K followers, 10.7K engagements
"$NBIS Nebius reports earnings this week. The key question is how many additional GW of capacity they add to the pipeline. Last Thursday $IREN announced an additional 1.6GW of capacity secured in Oklahoma. $CIFR reports at the end of the month"
X Link 2026-02-08T14:00Z 37.2K followers, 35K engagements
"Which stock will do this tomorrow"
X Link 2026-02-08T14:49Z 37.2K followers, 26.7K engagements
"LAST WEEK POSTED THE LARGEST SHORT SELLING IN HISTORY Does the short squeeze continue 🔥🔥🔥"
X Link 2026-02-08T20:36Z 37K followers, [----] engagements
"$GLD Gold is rallying above 5k up 1.7% $SLV Silver is back above [--] up 6.5% Is this a reversal"
X Link 2026-02-09T06:15Z 37.1K followers, [----] engagements
"$NVDA CEO Jensen Huang said in an interview last week that software is no longer just a single tool its a collaboration of many tools working together similar to how Excel evolved into an entire productivity ecosystem. He pointed to how $META uses AI through agentic generative systems to match the right audience with the right ads how $AMZN applies AI-driven advertising and recommendations to optimize shopping experiences and how $MSFT is embedding AI deeply across enterprise software. Software is not dead its entering its next acceleration phase."
X Link 2026-02-09T13:19Z 37K followers, 25.6K engagements
"$HIMS just found itself in a lawsuit with $NVO Imagine if you worked for a company and your CEO tried to pull a stunt like this. Wow. Almost below $18"
X Link 2026-02-09T13:43Z 37.2K followers, 15K engagements
"AD TECH VALUATION SNAPSHOT EV/EBITDA Revenue Growth $TTD 14.3x +20.8% $APP 40.4x +98.5% $MGNI 9.3x +6.3% $PUBM 7.4x -0.7% $RDDT 38.4x +69.4% $U 40.6x -8.2%"
X Link 2026-02-09T14:00Z 37.2K followers, [----] engagements
"$ON $AMKR Earnings https://x.com/i/broadcasts/1MYGNlwOqrnxw https://x.com/i/broadcasts/1MYGNlwOqrnxw"
X Link 2026-02-09T20:57Z 37.1K followers, [----] engagements
"$TSM up 3% overnight after reported Jan [----] revenue growth at 36%. Almost $2T"
X Link 2026-02-10T05:43Z 37.1K followers, 46.7K engagements
"$AMKR Amkor reported earnings today. Margin expansion across the board"
X Link 2026-02-10T05:50Z 37K followers, [----] engagements
"$AMKR accelerated revenue on its largest business to 16.4% U.S. onshoring is starting to ramp up as volumes increase. Bullish for $ON $TSM $ACLS and other supply chain companies"
X Link 2026-02-10T05:51Z 37.1K followers, [----] engagements
"ARE AI AGENTS THE DEATH OF SOFTWARE Databricks CEO Ali Ghodsi says the SaaS gravy train is over. According to Ghodsi predictable subscription revenue made software companies lazy but AI now forces real innovation or extinction. The [----] split is brutal. AI-native companies like $SNOW surged 25% and are now trading near 52-week lows. With enterprise AI spend coming not just from $MSFT $META $GOOGL and $AMZN but also directly from enterprises in [----] every SaaS category faces existential scrutiny as CIOs ask whether AI agents can replace expensive contracts. Build something genuinely"
X Link 2026-02-10T14:09Z 37K followers, 11.5K engagements
"$DDOG a software company up 17% after explosive earnings. Wait wait. I thought software was dead"
X Link 2026-02-10T15:09Z 37.2K followers, [----] engagements
"$NBIS is acquiring Tavily now adding AI agents to their stack. Full stack cloud Full stack infrastructure (mostly) Full stack AI suite Earnings Thursday. Yes I will be streaming"
X Link 2026-02-10T15:11Z 37K followers, [----] engagements
"AI is bullish for U.S. GDP. maybe too bullish. Hyperscaler data center spending accounted for 92% of H1 [----] GDP growth. Without it the economy would've posted just 0.1% growth. The big four are deploying $600B+ into AI infrastructure for [----] with $GOOGL hitting $185B $AMZN $200B $MSFT $116B $META $135B while every other sector stalls. We're either building the foundation for a productivity revolution or watching the most concentrated economic bet since the dot-com era. this time fueled by debt. https://t.co/P6KvGAmcYJ https://t.co/P6KvGAmcYJ"
X Link 2026-02-10T17:37Z 37.2K followers, [----] engagements
"@LeverageShares I didn't realize $TSLA was holding that much $BTC"
X Link 2026-02-10T17:38Z 37K followers, [---] engagements
"Started two new positions in semiconductors with a focus on memory equipment and controllers tied to both DRAM and NAND. Both trade around 20x P/E generate 45%+ gross margins EBIT profitable and stand to benefit from continued memory ramps at $MU SK Hynix Samsung $SNDK $PSTG and $WDC. Looking beyond crowded retail trades for [----]. Better alpha and more attractive valuations in areas Wall Street hasnt piled into yet. I also rotated out of a couple of names with charts that need a lot of work. I have made a lot on them and dont need to force anything."
X Link 2026-02-10T18:35Z 37.1K followers, 25.5K engagements
"Prediction markets are taking heat after recent events including the Grammys where Trevor Noah said a specific word as a joke. While the word potato did not actually exist as a market it served as satire for what could realistically happen in these markets. Separately there were accounts that won every bet on guest appearances during the Bad Bunny halftime show. My take Do not participate in markets that are clearly vulnerable to insider trading. https://twitter.com/i/web/status/2021297216846168551 https://twitter.com/i/web/status/2021297216846168551"
X Link 2026-02-10T18:56Z 37K followers, [----] engagements
"JUST IN: $ALAB down 10% following earnings back to where it closed last Friday"
X Link 2026-02-11T00:22Z 37.1K followers, [----] engagements
"There is so much more liquidity in prediction markets than Vegas. $130M traded on the Super Bowl in Vegas. Judy Shelton for Fed Chair nominee traded $70M Wild"
X Link 2026-02-11T05:42Z 37.2K followers, [----] engagements
"WHY ASTERA LABS DROPPED AFTER EARNINGS $ALAB proves that beating estimates isnt enough when your stock trades like the next $AVGO or $ANET but hasnt yet earned that tier of credibility. The Q4 beat and raised Q1 guidance would normally spark a rally but sequential margin pressure and a CFO departure reminded investors that premium AI multiples require flawless execution something Arista and Broadcom have mastered. The future remains bright for Astera but todays valuation was simply too rich for the financials delivered. https://twitter.com/i/web/status/2021553598375632999"
X Link 2026-02-11T11:55Z 37.2K followers, [----] engagements
"Can $NET reach the $231B TAM in just a few years CRAZY. Now a $72B company on the forefront of agentic AI"
X Link 2026-02-11T12:17Z 37.2K followers, [----] engagements
"$ON ON semi was down nearly 10% after hours following Mondays earnings print. Now the stock is up more than 10% from where it was before the release. Dont let Wall Street dictate your thesis"
X Link 2026-02-11T19:10Z 37K followers, [----] engagements
"@Couch_Investor @BillAckman Wen AUM $18.9B"
X Link 2026-02-11T20:53Z 37.2K followers, [---] engagements
"My goal for [----] is to be more transparent about my performance my thinking and the companies I am studying. I am grateful to be up 19% YTD especially after navigating drawdowns in a few larger positions. It has not been a straight line and that is important to acknowledge. Around October [--] I realized something in my strategy was off. The market shifted from an environment where almost everything moved higher to one that truly rewards stock selection. That transition exposed weaknesses in how I was defining high conviction especially when conviction was reinforced by rising prices rather"
X Link 2026-02-11T21:34Z 37.2K followers, 26.9K engagements
"$APP Applovin drops down again 7%. Anyone know what they said on the call"
X Link 2026-02-11T22:22Z 37.2K followers, [----] engagements
"@HortonSmith34 I am. And I changed my mind on owning it. Already have exposure in $NBIS and wouldn't be surprised if these continue to be volatile. That is ok in these markets. But expressing a position with money at this juncture has more opportunity in the new positions I opened"
X Link 2026-02-11T22:48Z 37K followers, [---] engagements
"Yeah I got cooked on this one"
X Link 2026-02-11T23:47Z 37K followers, [----] engagements
"@amitisinvesting Wait I meant $GME"
X Link 2026-02-12T04:42Z 37K followers, [----] engagements
"@QualityInvest5 Check out $ACLS. Competitor with $AMAT also part of the semi supply chain via machinery"
X Link 2026-02-12T05:03Z 37.2K followers, [----] engagements
"@Ze1ooooo Are you attending the national $HIMS community event"
X Link 2026-02-12T05:03Z 37K followers, [---] engagements
"Savvy doesnt take into account options at all and hasnt been the most accurate indicator of performance. Top performers with options were $AMKR and $ON. These alone accounted for over 10% of the 19% YTD Also $SIMO and $ACLS were added yesterday and those are levered too on 25% of the position. Its not the best measurement of performance. Likely going to offload it and just provide updates via excel as best I can for performance and positions. https://twitter.com/i/web/status/2021817803074892011 https://twitter.com/i/web/status/2021817803074892011"
X Link 2026-02-12T05:25Z 37.1K followers, [---] engagements
"@babochenko A lot of time research. Trading short short time frames takes more time and stress than needed. Focusing on charts and fundamentals for medium to long term swings"
X Link 2026-02-12T05:32Z 37.2K followers, [--] engagements
"@cdad1121 Oh have you seen $RBRK $AMZN and $GRAB Im super transparent lol"
X Link 2026-02-12T05:35Z 37K followers, [---] engagements
"@DonkeyCapital69 Were so cooked"
X Link 2026-02-12T05:54Z 37K followers, [----] engagements
"Here are a few options positions I have opened on a WeBull account just for screenshots $AMKR $ON $ZETA Clearly [--] of the [--] are not doing well"
X Link 2026-02-12T06:13Z 37.1K followers, [----] engagements
"Nebius Earnings Live The Solid Report LIVE AT 6:45 AM EST YouTube Link $NBIS Earnings Report Compare to $IREN New Deals $MSFT $META Live Earnings Call at 8AM EST"
X Link 2026-02-12T07:19Z 37.2K followers, [----] engagements
"Nebius Earnings Live The Solid Report $NBIS $IREN $MSFT $META https://www.youtube.com/live/67XkwuHimpw https://www.youtube.com/live/67XkwuHimpw"
X Link 2026-02-12T07:19Z 37K followers, 10.2K engagements
"$BTC fear and greed index is at [--]. Wow. But I do think this one is capable of going negative"
X Link 2026-02-12T07:27Z 37K followers, [----] engagements
"$NBIS Triple Ten grew revenue by 88% YoY and accounted for 6% of group revenue in Q4"
X Link 2026-02-12T12:28Z 37.2K followers, 13.5K engagements
"$NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS"
X Link 2026-02-12T12:58Z 37.1K followers, 13.8K engagements
"Here is how $NBIS price moved after the print. It had a knee jerk -8% move and has recovered plus more. $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0 $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0"
X Link 2026-02-12T13:01Z 37.1K followers, [----] engagements
"$NBIS Earnings call is live RIGHT NOW https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20 https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20"
X Link 2026-02-12T13:06Z 37.2K followers, 35K engagements
"$VKTX is back at $33 pre-market up 15%+ after announcing its oral GLP-1 candidate VK2735 has advanced into Phase [--]. Viking Therapeutics - FY2025 Q4 Earnings $VKTX $31.47 +10.2% AH Cash Position: $706M Q4 R&D Expenses: $153.5M +395% YoY FY2025 Net Loss: $358.5M vs $110.0M YoY FY2025 EPS: -$3.19 vs -$1.01 YoY Pipeline Highlights: - VANQUISH-1: Enrollment complete [----] patients (exceeded https://t.co/bpcNm84uPT Viking Therapeutics - FY2025 Q4 Earnings $VKTX $31.47 +10.2% AH Cash Position: $706M Q4 R&D Expenses: $153.5M +395% YoY FY2025 Net Loss: $358.5M vs $110.0M YoY FY2025 EPS: -$3.19 vs"
X Link 2026-02-12T13:16Z 37.1K followers, [----] engagements
"$NBIS CFO Dado Alonso said the company is on track to achieve operating margins of 30-40% in the medium term. $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0 $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0"
X Link 2026-02-12T13:21Z 37.2K followers, [----] engagements
"$NBIS CFO just said the company plans to invest $16-20B in CapEx. When asked by an analyst on the call the COO said 60%+ will be funded by cash flows. $NBIS Earnings call is live RIGHT NOW https://t.co/mMFdgbjG6N $NBIS Earnings call is live RIGHT NOW https://t.co/mMFdgbjG6N"
X Link 2026-02-12T13:28Z 37.1K followers, 16.8K engagements
"$FSLY Fastly is up 42% pre-market after a massive Q4 beat on revenue and earnings along with stronger-than-expected [----] guidance driven by AI-related traffic on its network. The market is viewing the company as a potential winner in the agentic AI and inference wave just like $NET and $DOCN. https://twitter.com/i/web/status/2021945653132431628 https://twitter.com/i/web/status/2021945653132431628"
X Link 2026-02-12T13:53Z 37.2K followers, [----] engagements
"$MELI is up 3.5% pre-market after $JPM upgrades the stock to overweight and raises the PT to $2800 Mercado Libre and Mercado Pago is driven by improving competitive dynamics stronger pricing power and better earnings visibility into 2026-2027. They see sustained 30%+ growth in Brazil and rising monetization across the commerce and fintech ecosystem as key catalysts. While $AMZN remains a competitor in LatAm JPMorgan views it as a smaller player relative to Mercado Libres integrated marketplace and payments network. The combined scale of commerce plus fintech gives the company a structural"
X Link 2026-02-12T14:03Z 37.2K followers, [----] engagements
"Top positions in concentration and more importantly the leveraged names $ON $SYNA and $ACLS are flat to green today. Meanwhile $HOOD $AMZN $RBRK and $AMKR are weighing on performance. This is the ebb and flow of the market but the portfolio is positioned to outperform even during tech drawdowns. My goal for [----] is to be more transparent about my performance my thinking and the companies I am studying. I am grateful to be up 19% YTD especially after navigating drawdowns in a few larger positions. It has not been a straight line and that is important to acknowledge. https://t.co/Wzv4BRb7pI My"
X Link 2026-02-12T16:03Z 37.2K followers, 11.8K engagements
"GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%"
X Link 2026-02-12T18:04Z 37.1K followers, 11K engagements
"Even in a sea of red memory stocks like $MU and $SNDK are still green. The market still recognizes how critical memory is in the bill of materials for accelerated compute. GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06% GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%"
X Link 2026-02-12T18:22Z 37.1K followers, [----] engagements
"If Warsh was really nominated then it would be at 100% and $33M would not be trading Judy. Insane. Also at one point Warsh was 99%. Who in the world is crazy enough to buy Judy. 🥸 small small size Normally Id dismiss this but a lot is at stake for the new Fed Chair. Why are millions being traded around Judy Shelton In less than a week those contracts doubled in volume increasing by $33M. https://t.co/fYKU1amgvw Normally Id dismiss this but a lot is at stake for the new Fed Chair. Why are millions being traded around Judy Shelton In less than a week those contracts doubled in volume"
X Link 2026-02-12T20:21Z 37.2K followers, [----] engagements
"@10009nyny Correct but odds are decreasing"
X Link 2026-02-12T20:42Z 37.1K followers, [--] engagements
"Rivian - Q4 [----] Earnings $RIVN [-----] +11.2% AH ✅ Revenue: $1.29B (Est: $1.26B) ✅ Adj. EPS: -$0.66 (Est: -$0.81) Additional Metrics: - Q4 Gross Profit: $120M - Full Year Revenue: $5.39B (+8% YoY) - Full Year Gross Profit: $144M vs. -$1.2B LY - FY25 Deliveries: [-----] vehicles - Q4 Deliveries: [----] vehicles - Cash equivalents and investments: $6.08B FY2026 Guidance: - Vehicles Delivered: 62000-67000 - Adj. EBITDA: -$2.10B to -$1.80B - CapEx: $1.95B-2.05B https://twitter.com/i/web/status/2022056413334581738 https://twitter.com/i/web/status/2022056413334581738"
X Link 2026-02-12T21:13Z 37.2K followers, [----] engagements
"$AMKR is down 6% after they announced a secondary offering of 10M shares by [---] Investments an entity tied to the Kim Family with a 30-day option for an additional 1.5M shares and the company will not receive any proceeds. This is NOT DILUTION since no new shares are being issued and the Kim Family will still own over 49% post-offering with a 180-day lockup in place while Goldman Sachs is serving as sole bookrunner"
X Link 2026-02-12T21:15Z 37.1K followers, 11.1K engagements
"Toast - Q4 [----] Earnings $TOST [-----] -13.2% AH ✅ Revenue: $1.63B (Est: $1.62B) +22% YoY ❌ EPS: $0.16 (Est: $0.19) Additional Metrics: - Net Income: $101M (vs. $33M LY) - Adjusted EBITDA: $163M (vs. $111M LY) - ARR: $2.05B +26% YoY - Gross Payment Volume: $51.4B +22% YoY - Free Cash Flow: $178M (vs. $134M LY) - Share Repurchase: +$500M authorization added Q1 [----] Guidance: ⚪ Non-GAAP Subscription & FinTech Gross Profit: $505-515M +22-24% YoY ⚪ Adjusted EBITDA: $160-170M FY2026 Guidance: ⚪ Non-GAAP Subscription & FinTech Gross Profit: $2.27-2.30B +20-22% YoY ⚪ Adjusted EBITDA: $775-795M"
X Link 2026-02-12T21:21Z 37.2K followers, [----] engagements
"Arista Networks - Q4 [----] Earnings $ANET [------] +10.31% AH ✅ Revenue: $2.49B (Est: $2.38B) +28.9% YoY ✅ EPS: $0.75 (Est: $0.72) Additional Metrics: - GAAP Gross Margin: 62.9% - Non-GAAP Gross Margin: 63.4% - GAAP Net Income: $955.8M - Non-GAAP EPS: $0.82 - FY2025 Revenue: $9.01B +28.6% YoY Q1 [----] Guidance: ⚪ Revenue: $2.6B ⚪ Non-GAAP Gross Margin: 62-63% ⚪ Non-GAAP Operating Margin: 46% https://twitter.com/i/web/status/2022060708935180800 https://twitter.com/i/web/status/2022060708935180800"
X Link 2026-02-12T21:30Z 37.2K followers, 10.2K engagements
"$NBIS guided for 3.0GW by end of [----] while $IREN guided for 3.6GW. That kind of capacity speaks volumes for demand. $IREN contracted capacity build-out currently sits at 3.6GW. Can $NBIS top that in their announcement this week $IREN contracted capacity build-out currently sits at 3.6GW. Can $NBIS top that in their announcement this week"
X Link 2026-02-12T22:05Z 37.2K followers, 26.8K engagements
"@jt_xrp Kevin Warsh could do a funny thing"
X Link 2026-02-12T22:10Z 37.1K followers, [---] engagements
"Source for UBS estimates https://x.com/jukan05/status/2021918924867350745 UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28% respectively to $827 billion/$915 billion representing +61%/+11% YoY growth. https://x.com/jukan05/status/2021918924867350745 UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28%"
X Link 2026-02-13T01:27Z 37.1K followers, [----] engagements
"@dezod80 $AMZN $HOOD $RBRK $AMKR (options)"
X Link 2026-02-13T02:29Z 37.1K followers, [---] engagements
"@NICK_AUTHENTIKS Still in. But if downside continues I will be hedging with puts"
X Link 2026-02-13T02:29Z 37.1K followers, [--] engagements
"Crazy seeing $ASTS back in the $80s. 😏"
X Link 2026-02-13T04:16Z 37.1K followers, [----] engagements
"@JuanRodrig07 I love the business and its clearly successful. But in todays market it doesnt care about fundamentals. I wouldnt be surprised if theres something else baking. This price action eerily reminds me of end of 2021"
X Link 2026-02-13T05:12Z 37.1K followers, [---] engagements
"Does todays market give you [----] vibes Yes. Cautious No. This is a BTFD Yes. Cautious No. This is a BTFD"
X Link 2026-02-13T05:14Z 37.1K followers, [----] engagements
"@ZenobleResearch Wow"
X Link 2026-02-13T05:16Z 37.1K followers, [---] engagements
"Full disclosure I dont make predictions where the market is going to go. That is a losers game. Just react"
X Link 2026-02-13T05:19Z 37.2K followers, [----] engagements
"JUST IN: HEADLINE CPI COMES IN AT 2.4% VS 2.5% I mean"
X Link 2026-02-13T13:48Z 37.1K followers, [----] engagements
"Massive short interest in the most powerful sector since [----]. Major pullbacks rarely happen when everyone is positioned and prepared for them. Food for thought"
X Link 2026-02-13T14:00Z 37.2K followers, [----] engagements
"Datacenter neocloud miners bounce back after raising contracted gigawatt capacity $APLD +2.10% $BITF +6.28% $CIFR +8.01% $CORZ +4.58% $CRVW +3.81% $HIVE +5.84% $HUT +8.85% $IREN +7.84% $NBIS +10.60% $WULF +9.18%"
X Link 2026-02-13T15:39Z 37.2K followers, [----] engagements
"MARKET CLOSE $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $METAhttps://www.youtube.com/watchv=J5zKmd6mn9w"
X Link 2026-02-13T19:26Z 37.1K followers, [----] engagements
"You can watch the full interview here: https://www.youtube.com/watchv=-5Weeox0Xus https://www.youtube.com/watchv=-5Weeox0Xus"
X Link 2026-02-13T19:44Z 37.1K followers, [----] engagements
"@amitisinvesting Today was quite different as the market closed lol"
X Link 2026-02-13T23:47Z 37.1K followers, [----] engagements
"My man George Soros definitely closed the $XLE and $XOP puts after the first week of January. I dont believe for a second that hes still holding them. BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active filings in recent quarters with 50+ new positions and major portfolio shifts. Biggest moves: $XOP https://t.co/hy08OTlObL BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one"
X Link 2026-02-13T23:54Z 37.2K followers, [----] engagements
"JUST IN: The Dow is at 50k is no longer an excuse. Time for accountability"
X Link 2026-02-14T01:38Z 37.2K followers, [----] engagements
"Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth. $AMZN Amazon slides 9th straight day longest losing streak since [----] Investors question $200B AI infrastructure spend after weak earnings [----] saw similar capex fears before long-term rally Stock has risen 14849% since that [----] stretch $AMZN Amazon slides 9th straight day longest losing streak since [----] Investors question $200B AI infrastructure spend after weak earnings [----] saw similar capex fears before long-term rally Stock has risen 14849%"
X Link 2026-02-14T02:18Z 37.2K followers, 37.5K engagements
"How cooked am I Seth Klarman just wagered a [---] BILLION DOLLAR bet on $AMZN after selling half of his $GOOGL stake. Some serious conviction. https://t.co/byaS0eFwF4 Seth Klarman just wagered a [---] BILLION DOLLAR bet on $AMZN after selling half of his $GOOGL stake. Some serious conviction. https://t.co/byaS0eFwF4"
X Link 2026-02-14T03:24Z 37.1K followers, 11.9K engagements
"@twoeraserheads $AMZN is 14% of the port"
X Link 2026-02-14T03:27Z 37.1K followers, [---] engagements
"$COIN bulls saying the stock is up 17% because of earnings and not $BTC"
X Link 2026-02-14T03:36Z 37.1K followers, [----] engagements
"https://x.com/samsolid57/status/2022495727419822481s=46 Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth. https://x.com/samsolid57/status/2022495727419822481s=46 Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth"
X Link 2026-02-14T06:02Z 37.2K followers, [----] engagements
"RT @samsolid57: Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reac"
X Link 2026-02-14T10:49Z 37.1K followers, [--] engagements
"Stargate UAE is the cleanest read-through on the next AI infra cycle. a 5GW campus in Abu Dhabi where OpenAI G42 and the hyperscale stack $NVDA $ORCL $CSCO plus the usual $AMZN $MSFT $GOOGL are effectively co-building at state scale with 1GW targeted for [----] and 200MW in the first cut of capacity. The visual is straightforward cranes in the desert steel substations and long-dated power contracts turning into a sovereign AI hub that wants to sit in the traffic path for roughly half the worlds population. On the other side of the globe xAIs Colossus clusters are the speed benchmark taking"
X Link 2026-02-14T12:18Z 37.2K followers, [----] engagements
"1M Performance of Various Growth Stocks and their Price to Sales. The market is not sympathetic to expensive companies right now. $CIFR 32x $ASTS 1923x $IREN 19x $RKLB 64x $NNE pre-rev $SMR 66x $PLTR 69x $ALAB 25x $OKLO pre-rev $ONDS 193x $ASST 92x"
X Link 2026-02-14T13:30Z 37.2K followers, [----] engagements
"@WOLF_Bitcoin_ 😅"
X Link 2026-02-14T16:15Z 37.1K followers, [---] engagements
"SCARCITY VS SCALE $RACE limits supply. Ferrari keeps volumes below demand protecting pricing power and margins at the very top of the luxury stack. $NVDA faces the opposite dynamic. Nvidia keeps walking into higher prices because AI demand is overwhelming the supply chain for advanced memory with $MU and $SNDK effectively sold out so GPUs and full systems get repriced upward even if the strategy is simply to ship as many accelerators as possible. With AI capex already running toward the high hundreds of billions and UBS calling for roughly 66% growth with a continued ramp into [----] this looks"
X Link 2026-02-14T16:38Z 37.2K followers, [----] engagements
"Lets take into account that CapEx is still climbing especially among the hyperscalers $AMZN $GOOGL $MSFT and $META. Combined CapEx spending is on track to reach over $620 billion in [----] a major upside surprise compared to what the market initially priced in. And that infrastructure will not just train models it will power real world applications like identity resolution and real time ad targeting think Minority Report level personalization benefiting platforms like $APP $TTD and $ZETA. But the key question is not how much theyre spending its where its going. This CapEx is building out the"
X Link 2026-02-14T17:11Z 37.2K followers, [----] engagements
"Is this seriously what Wall Street is panicking about $MSFT prints negative quarterly FCF because theyre plowing cash into CapEx and suddenly everyone forgets how cycles work. Were at an inflection point. The playbook most tech operators learned last decade is now a liability. Do I think this is a permanent downtrend Or a once-in-a-generation land grab to own the compute layer of the next platform shift CapEx doesnt go vertical forever. It mean reverts. It always does. But this is narrative season. FCF red for a quarter so dump $AMZN $GOOGL $META and lmao might as well torch $ORCL first."
X Link 2026-02-14T18:51Z 37.2K followers, 16.7K engagements
"Crypto bros buying the dip thinking every 10% pump is a bottom"
X Link 2026-02-15T01:32Z 37.2K followers, [----] engagements
"Throwback to when OpenAI released the smartest model on the world in December. Since then $GOOGL has taken more market share from them. $GOOGL The smartest generally available model in the world. https://t.co/rKa8rlnO60 $GOOGL The smartest generally available model in the world. https://t.co/rKa8rlnO60"
X Link 2026-02-15T07:18Z 37.2K followers, [----] engagements
"So what if this Substack Burry is not actually Michael Burry"
X Link 2026-02-15T07:56Z 37.2K followers, [----] engagements
"What the NEW FED CHAIR Could Mean for Speculative and Growth Stocks If Kevin Warsh is serious about shrinking the balance sheet again that effectively means turning off the money printer thats supported markets for nearly two decades. A pivot back toward tighter liquidity would likely hit speculative and high-multiple growth names like $HOOD $PLTR $IGV especially tech and software companies dependent on cheap capital. I broke this down on Fridays stream and you can watch the full episode with guests @stevenfiorillo @WolfRyan and @StockMKTNewz for the full discussion."
X Link 2026-02-15T13:12Z 37.2K followers, [----] engagements
"Source report. Great stuff if you really want to dig into the industry. https://www.semiconductors.org/wp-content/uploads/2024/05/Report_Emerging-Resilience-in-the-Semiconductor-Supply-Chain.pdf https://www.semiconductors.org/wp-content/uploads/2024/05/Report_Emerging-Resilience-in-the-Semiconductor-Supply-Chain.pdf"
X Link 2026-02-15T14:30Z 37.2K followers, [----] engagements
"On Fridays stream @stevenfiorillo made the case that $NVDA is coiled to break out of its six month consolidation when it reports on February [--]. His argument is simple. CapEx from $AMZN $GOOGL $MSFT and $META has accelerated from 55% growth in [----] to over 60% in [----] and now roughly 70% YoY heading into this year totaling around $620B from just four companies. With that level of infrastructure buildout he believes guidance will surprise to the upside and that this is not the final year of AI expansion. Get ready. https://twitter.com/i/web/status/2023062244305637574"
X Link 2026-02-15T15:50Z 37.2K followers, 13.6K engagements
"People LOVE to use the Fundamentals vs Technicals argument like you have to pick a side. Druckenmiller looks at [---] charts every single night across stocks commodities currencies bonds. Daily weekly monthly. Different timeframes different signals different cycles. He wants to know whats actually moving before he starts telling himself a story about why. Sometimes the idea starts with the chart. Thats the part fundamental purists hate. But hes not buying squiggly lines for fun. Technicals are for timing and positioning. Fundamentals are for size and conviction. If you want to trade like him"
X Link 2026-02-15T16:00Z 37.2K followers, [----] engagements
"$NVDA has clearly dominated AI data center revenue over the past five years. The real question is whether $AMD or $INTC can meaningfully close the gap. Trillions of dollars are at stake"
X Link 2026-02-15T16:45Z 37.2K followers, [----] engagements
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