#  @SindhuReddy Sindhu Reddy Sindhu Reddy posts on X about ai, $spy, $qqq, $googl the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2018060906412814336/interactions)  ### Mentions: [--] [#](/creator/twitter::2018060906412814336/posts_active)  ### Followers: [---] [#](/creator/twitter::2018060906412814336/followers)  ### CreatorRank: [-------] [#](/creator/twitter::2018060906412814336/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 82.49% [technology brands](/list/technology-brands) 46.08% [finance](/list/finance) 37.33% [automotive brands](/list/automotive-brands) 9.68% [cryptocurrencies](/list/cryptocurrencies) 7.83% [countries](/list/countries) 5.99% [celebrities](/list/celebrities) 3.23% [exchanges](/list/exchanges) 1.84% [currencies](/list/currencies) 1.38% [financial services](/list/financial-services) 0.92% **Social topic influence** [ai](/topic/ai) 27.65%, [$spy](/topic/$spy) #406, [$qqq](/topic/$qqq) #199, [$googl](/topic/$googl) #3895, [$nvda](/topic/$nvda) #727, [meta](/topic/meta) 13.36%, [$msft](/topic/$msft) #181, [$amzn](/topic/$amzn) #235, [$meta](/topic/$meta) #252, [$tsla](/topic/$tsla) #499 **Top accounts mentioned or mentioned by** [@stocksavvyshay](/creator/undefined) [@kobeissiletter](/creator/undefined) [@deitaone](/creator/undefined) [@aakashgupta](/creator/undefined) [@unusualwhales](/creator/undefined) [@thetechinvest](/creator/undefined) [@zerohedge](/creator/undefined) [@nolimitgains](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@barchart](/creator/undefined) [@moninvestor](/creator/undefined) [@mrderivatives](/creator/undefined) [@watcherguru](/creator/undefined) [@elonmusk](/creator/undefined) [@amitisinvesting](/creator/undefined) [@trendspider](/creator/undefined) [@bulltheoryio](/creator/undefined) [@wallstreetmav](/creator/undefined) [@cnbc](/creator/undefined) [@iamtomnash](/creator/undefined) **Top assets mentioned** [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bitcoin (BTC)](/topic/$btc) [Apple, Inc. (AAPL)](/topic/$aapl) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Sandisk Corporation (SNDK)](/topic/$sndk) [Ethereum (ETH)](/topic/$eth) [Netflix Inc (NFLX)](/topic/$nflx) [SideShift (XAI)](/topic/$xai) [TeraWulf Inc. (WULF)](/topic/$wulf) [Strategy (MSTR)](/topic/$mstr) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Oracle Corporation (ORCL)](/topic/$orcl) [Alibaba Group (BABA)](/topic/$baba) [Western Digital Corp (WDC)](/topic/$wdc) [Vertiv Holdings Co (VRT)](/topic/$vrt) ### Top Social Posts Top posts by engagements in the last [--] hours "@NoLimitGains The revenge of the trades. ⚡ If your job requires a keyboard youre competing with an algorithm. If it requires a tool belt youre competing with nobody but yourself. $TSLA $GOOGL $META $ANTHROPIC $OPENAI" [X Link](https://x.com/SindhuReddy/status/2024056865303286063) 2026-02-18T09:42Z [---] followers, [---] engagements "@dannycheng2022 $SNDK $1k is possible if the NAND shortage extends through [----] but people are chasing a 1400%+ run at ATHs. Risk/reward isn't great herewait for a pullback or play $MU/$WDC for similar exposure with less technical risk. No short only long on dips" [X Link](https://x.com/SindhuReddy/status/2018939512286519699) 2026-02-04T06:47Z [---] followers, [----] engagements "Spot on. Theres a strange ego trap in trying to 'save' a broken stock when you could just ride the coattails of the most profitable companies in history. Chilling in the HBM (High Bandwidth Memory) leaders like SK Hynix $MU $SNDK is basically just a bet on the physics of AIway higher probability than a software turnaround. $NVDA $AMD $MSFT https://twitter.com/i/web/status/2018973811782111469 https://twitter.com/i/web/status/2018973811782111469" [X Link](https://x.com/SindhuReddy/status/2018973811782111469) 2026-02-04T09:04Z [---] followers, [----] engagements "@aleabitoreddit Mediateks role is underappreciated. Hyperscaler capex at this scale doesnt get deployed without multiple silicon partners. Even partial TPU participation validates their DC ASIC ambitions especially as customers diversify away from single-vendor risk. $GOOGL $MSFT $META $AMZN" [X Link](https://x.com/SindhuReddy/status/2019203831561642260) 2026-02-05T00:18Z [---] followers, [---] engagements "Quick take on EM record inflows: $20.6B is impressive but here's the REAL signal: $IEMG alone took $8.9B (43% of total) That's PASSIVE index buying not active selection. What this tells us: Retail/institutional using broad baskets for "diversification" Not discriminating between quality EM vs junk Rising tide lifting all boats (for now) The opportunity SELECTIVE country/sector exposure What specific country/sector are you watching INDIA NIFTY100 CHINA Tech $INDIA $FXC https://twitter.com/i/web/status/2019358265373606163 https://twitter.com/i/web/status/2019358265373606163" [X Link](https://x.com/SindhuReddy/status/2019358265373606163) 2026-02-05T10:31Z [---] followers, [----] engagements "@DividendTalks The real question isn't "which has most upside" - it's "which has the strongest earnings floor if things go wrong" $NVDA $AVGO $MRVL $META $V $MA" [X Link](https://x.com/SindhuReddy/status/2019372862629355793) 2026-02-05T11:29Z [---] followers, [---] engagements "@Barchart Its essentially a "double whammy" of unexpected supply and a sudden fear that the AI-driven demand isn't coming as fast as we thought. $OKLO $SMR" [X Link](https://x.com/SindhuReddy/status/2019395426458431803) 2026-02-05T12:59Z [---] followers, [----] engagements "POWER GRID BOTTLENECK = AI INFRASTRUCTURE OPPORTUNITY $VRT $ETN $PWR The grid backbone enabling AI datacenter buildout. THE SETUP: Datacenters require massive power. US grid capacity is the limiting factor for AI expansion not chip supply. $VRT (Vertiv): Datacenter cooling & power management - Guidance: High-teens revenue growth - Margin expansion story as scale increases - Direct beneficiary of every new AI datacenter $ETN (Eaton): Electrical infrastructure - Power distribution for datacenters - Backlog building as hyperscalers secure power capacity - Trading at reasonable multiples vs" [X Link](https://x.com/SindhuReddy/status/2019455588602618322) 2026-02-05T16:58Z [---] followers, [---] engagements "@BullTheoryio While the Dollar has bled currencies like the Euro ($1.20+) and Sterling ($1.38) have hit their strongest levels in nearly four or five years. $DXY $GBPUSD $EURUSD" [X Link](https://x.com/SindhuReddy/status/2019463589099127004) 2026-02-05T17:30Z [---] followers, [---] engagements "$AMZA By guiding to $200 billion in capital expenditures for [----] Andy Jassy essentially doubled down on the AI arms race blowing past the Street's "high-end" fear of $145B$150B. In today's market "spending for the future" has officially shifted from a bullish signal of confidence to a bearish drain on free cash flow (FCF). https://twitter.com/i/web/status/2019522042450612457 https://twitter.com/i/web/status/2019522042450612457" [X Link](https://x.com/SindhuReddy/status/2019522042450612457) 2026-02-05T21:22Z [---] followers, [----] engagements "$BTC $MSTR Bitcoins slide to $60K this week triggered a massive de-leveraging event. $MSTR (Strategy Inc.) got hit even harder falling -17% on Thursday alone to hit a new 52-week low. With Michael Saylors average cost $75K the market is panicking now that his entire treasury is officially underwater. $ETH $BMNR https://twitter.com/i/web/status/2019683384721650141 https://twitter.com/i/web/status/2019683384721650141" [X Link](https://x.com/SindhuReddy/status/2019683384721650141) 2026-02-06T08:03Z [---] followers, [---] engagements "@moninvestor $IREN If the stock "goes green" its likely because the market has pivoted from the headline loss to the massive growth in their AI business BULLISH $CIFR $GOOGL $AMZN" [X Link](https://x.com/SindhuReddy/status/2019708022021661170) 2026-02-06T09:41Z [---] followers, [----] engagements "@StockSavvyShay @fiscal_ai $AMZN $NFLX $TTD Investors have been treating Amazon as a "Retailer" that happens to have a "Cloud" business. They haven't fully priced in the fact that it has become an Ad-Tech and Infrastructure company that happens to have a "Store."" [X Link](https://x.com/SindhuReddy/status/2019774417149001898) 2026-02-06T14:05Z [---] followers, [---] engagements "@Mr_Derivatives With $BULL (Webull) currently sitting at roughly $3 billion market capnearly a 90% drop from its highs last yearand $HOOD holding steady around $70-80 billion Robinhood could practically buy them with the cash they have under their couch cushions" [X Link](https://x.com/SindhuReddy/status/2019780264604426382) 2026-02-06T14:28Z [---] followers, [----] engagements "📊 BIG TECH CAPEX EXPLOSION 📊 [----] 2026E: Google: $25B $185B 640% Amazon: $15B $200B 1233% Microsoft: $15B $117B 679% Meta: $15B $135B 800% Total: $637 BILLION annually Where does this flow Into AI infrastructure bottlenecks: 🔸 Memory & Storage 🔸 Networking (400G1.6T) 🔸 Power & Grid 🔸 Semiconductor Tools 🔸 Cooling Systems These sectors have MULTI-YEAR contracted revenue visibility now While traders chase momentum in hyperscalers smart money is accumulating the infrastructure plays that make this buildout possible 💎 Not financial advice. High risk. DYOR. Credit: @LeverageShares" [X Link](https://x.com/SindhuReddy/status/2019808020356599949) 2026-02-06T16:18Z [---] followers, [---] engagements "@moninvestor $ONDS is transforming into a scaled defense powerhouse with management recently hiking [----] revenue guidance by 25% to $170M$180M following a massive 180% surge in backlog" [X Link](https://x.com/SindhuReddy/status/2019812280372965589) 2026-02-06T16:35Z [---] followers, [---] engagements "$ETOR AUM figure is the real kicker. Growing Assets Under Administration by 76% Y/Y to $20.8B (as of Q3) isn't just "growing"it's scaling. That suggests they are successfully moving from a "churn-and-burn" retail trading app to a legitimate wealth management platform where people actually keep their money. https://twitter.com/i/web/status/2019842126779994166 https://twitter.com/i/web/status/2019842126779994166" [X Link](https://x.com/SindhuReddy/status/2019842126779994166) 2026-02-06T18:34Z [---] followers, [---] engagements "$IREN $CIFR $NBIS $CRWV Weve moved from a "chip shortage" to a "capacity drought." The Big Tech hyperscalers have essentially "onshored" almost all available GPU supply for their own internal models. Their combined $650 billion+ Capex plans for [----] act as a giant vacuum sucking the air out of the public cloud market. $META $AMZN $GOOGL $MSFT https://twitter.com/i/web/status/2019854312252338328 https://twitter.com/i/web/status/2019854312252338328" [X Link](https://x.com/SindhuReddy/status/2019854312252338328) 2026-02-06T19:22Z [---] followers, [----] engagements "The most underrated AI stock right now $TER 🧵 Up 165% in [--] months and somehow still flying under the radar. Let me explain why this semiconductor testing company might be one of the smartest AI plays nobody's talking about: Here's the thing everyone forgets about AI chips: Before $NVDA $AMD or $AVGO can ship a single chip it has to pass rigorous testing. $TER makes the equipment that does that testing. Literally every AI chip in production goes through their machines. They reported Q4 earnings in FEB and absolutely crushed it: Beat earnings expectations by 30%. Revenue came in at $1.08B." [X Link](https://x.com/SindhuReddy/status/2019900404444676598) 2026-02-06T22:25Z [---] followers, [----] engagements "@DeItaone Smart pivot. Moon missions = NASA contracts proven revenue and shorter feedback loops to iterate Starship. Mars is the vision but the Moon pays the bills and validates the tech. Build capabilities then aim for Mars when it's de-risked. $TSLA $SPACEX" [X Link](https://x.com/SindhuReddy/status/2019925870836871671) 2026-02-07T00:07Z [---] followers, [----] engagements "@KobeissiLetter Appreciate you sharing this Though to be fair 30M might be initial public funding - private sector and EU partnerships could add more. Still the comparison shows how massive the AI economy has become. $NVDA" [X Link](https://x.com/SindhuReddy/status/2019938596917055763) 2026-02-07T00:57Z [---] followers, [---] engagements "@charliebilello Appreciate the data. The cooling narrative is one thing but 961k more unemployed than openings is flashing yellow. Feds paying attention to this. $SPY" [X Link](https://x.com/SindhuReddy/status/2019945322647376116) 2026-02-07T01:24Z [---] followers, [---] engagements "@aleabitoreddit Appreciate the early breakdown. Finding actual supply chain bottlenecks before the consensus is where the real alpha is. $AXTI $MU" [X Link](https://x.com/SindhuReddy/status/2019947328329728314) 2026-02-07T01:32Z [---] followers, [----] engagements "@aakashgupta Appreciate this breakdown 🙏 The 45% OpenAI backlog dependency is the buried lede. Google owns their stack Microsoft is a high-margin distributor with $150B capex exposure. Thats not a moat - its a liability waiting to reprice. $GOOGL $MSFT $OPENAI" [X Link](https://x.com/SindhuReddy/status/2020049205847376359) 2026-02-07T08:17Z [---] followers, [---] engagements "@aakashgupta Selling a $980M gigafactory for $100 is the perfect metaphor. They didnt fail at EVs - they failed at commitment. $BYD losing money while outspending on R&D vs. Detroit cutting engineers to save costs tells you whos playing the long game" [X Link](https://x.com/SindhuReddy/status/2020051414236459146) 2026-02-07T08:26Z [---] followers, [---] engagements "@aakashgupta The market is pricing WMT like a tech stock because its becoming one - ad revenue growing 30%+ e-commerce scaled and its the only retailer that actually beat Amazon at omnichannel. Defensive moat + growth optionality = paying 40x for groceries $WMT $AMZN" [X Link](https://x.com/SindhuReddy/status/2020062165382652243) 2026-02-07T09:08Z [---] followers, [----] engagements "@akshaymarch7 Love this take. AI doesnt own consequences is the line that matters. Speed without accountability just means you ship technical debt faster. Judgment and responsibility cant be automated $OPENAI $AMZN" [X Link](https://x.com/SindhuReddy/status/2020065413090918650) 2026-02-07T09:21Z [---] followers, [---] engagements "@WatcherGuru $GLD $BTC Thanks for sharing. US strategic reserve buying at $60k would be massive validation. Though usually those moves leak through official channels not Cramer tips" [X Link](https://x.com/SindhuReddy/status/2020185662092194136) 2026-02-07T17:19Z [---] followers, [---] engagements "@KobeissiLetter Great breakdown of the data. [--] consecutive months of inflows plus record miner ETF demand shows this isnt just momentum tradingtheres real conviction building here. $GLD $SLV" [X Link](https://x.com/SindhuReddy/status/2020234077320659197) 2026-02-07T20:31Z [---] followers, [---] engagements "🚀 BULLISH $AMZN AWS Growth Engine Accelerating The data tells a compelling story: 📊 AWS Revenue: $25.7B $128.7B (20182025) - 401.8% total growth - 25.9% CAGR consistently strong 🔥 RPO (1-year contracts): $19.3B $244B (20182025) - 1164% total growth - 43.6% CAGR THIS IS THE KEY Why RPO matters: RPO = contracted future revenue already locked in. It is growing [---] faster than current revenue (43.6% vs. 25.9%). ✅ Massive enterprise commitments to AWS ✅ Multi-year contracts creating revenue visibility ✅ Accelerating growth trajectory ahead ✅ $244B RPO vs. $129B revenue = nearly [--] years of" [X Link](https://x.com/SindhuReddy/status/2020625149209244028) 2026-02-08T22:25Z [---] followers, [---] engagements "@bindureddy This is a real step forward but the leap from can build to can maintain in production is where most systems break. Still the direction is undeniable. $GOOGL $ANTHROPIC $OPENAI $TSLA" [X Link](https://x.com/SindhuReddy/status/2020626332011438097) 2026-02-08T22:30Z [---] followers, [---] engagements "@WatcherGuru @BTCPrice The "Crypto Winter 2026" narrative lasted all of about three days. If we flip $72K into support $80K becomes the next logical magnet. $BTC $ETH $MSTR $BMNR" [X Link](https://x.com/SindhuReddy/status/2020640141031960852) 2026-02-08T23:25Z [---] followers, [----] engagements "@SawyerMerritt Moon First is officially the new "Mars First." 🌕🚀 $SPACEX $TSLA" [X Link](https://x.com/SindhuReddy/status/2020648154761408948) 2026-02-08T23:57Z [---] followers, [---] engagements "@KobeissiLetter The CME's aggressive 36% margin hike was designed to break the momentum but it only created a temporary liquidity vacuum. $GLD $SLV" [X Link](https://x.com/SindhuReddy/status/2020656001863835921) 2026-02-09T00:28Z [---] followers, [---] engagements "@elonmusk The biggest shift right now is Direct to Cell. Were no longer just talking about a dish on your roof; were talking about 5G connectivity directly to your unmodified phone from space. The "dead zone" is officially an endangered species. $SPACEX $TSLA" [X Link](https://x.com/SindhuReddy/status/2020656375819628766) 2026-02-09T00:29Z [---] followers, [---] engagements "When Japanthe world's largest creditor nationstarts offering 3.6% on its long bond the global "liquidity vacuum" begins. For decades Japanese investors were forced to buy US Treasuries and stocks because their own bonds paid zero. That "forced export" of capital is now reversing in real-time. $NK $SPY $QQQ https://twitter.com/i/web/status/2020665947489522042 https://twitter.com/i/web/status/2020665947489522042" [X Link](https://x.com/SindhuReddy/status/2020665947489522042) 2026-02-09T01:07Z [---] followers, [----] engagements "@DeItaone The reported $3 billion to $3.5 billion deal isn't just a loan; its a high-conviction bet on the physical backbone of Elon Musks AI ambitions. $TSLA $XAI $SPY $NVDA" [X Link](https://x.com/SindhuReddy/status/2020862075346518168) 2026-02-09T14:07Z [---] followers, [---] engagements "@elonmusk Grok is officially in hyper-growth mode. 43% MoM download surge and 62M active users before Grok [----] even drops The speed of adoption is outpacing almost every other AI tool on the market right now. The 'xAI + SpaceX' synergy is clearly starting to pay off. 🚀 #Grok #xAI" [X Link](https://x.com/SindhuReddy/status/2020870357087830356) 2026-02-09T14:40Z [---] followers, [--] engagements "@StockSavvyShay $AMZ The 'overbuilding' myth dies here. $GOOGL $MSFT $META $NVDA" [X Link](https://x.com/SindhuReddy/status/2020873720634470567) 2026-02-09T14:53Z [---] followers, [---] engagements "@WallStreetMav The logic here is sound: when a commodity price outpaces production costs as aggressively as silver has over the last year the operating leverage for producers becomes a mathematical powerhouse. $SLV $GLD $SPY $QQQ" [X Link](https://x.com/SindhuReddy/status/2020919198361239879) 2026-02-09T17:54Z [---] followers, [----] engagements "@DeItaone Central banks have been on a buying spree absorbing roughly 26% of annual mine output (approx. [---] tonnes) this year. If the "Fiscal Dominance" leads to a US debt crisis sovereign nations will prioritize gold reserves over foreign currency holdings. $GLD $SLV $SPY $QQQ" [X Link](https://x.com/SindhuReddy/status/2020921290044080569) 2026-02-09T18:02Z [---] followers, [----] engagements "@StockSavvyShay $MU Micron confirmed last week that their entire [----] HBM capacity is already committed. Even if they aren't the primary on the first Rubin chips they have locked-in demand from other hyperscalers (like Amazon and Google) who are desperate for HBM4. $AMZN $GOOGL $NVDA $AMD" [X Link](https://x.com/SindhuReddy/status/2020923406401798552) 2026-02-09T18:11Z [---] followers, [----] engagements "@unusual_whales Alphabet is transitioning from an "asset-light" software company to an "asset-heavy" infrastructure giant. $GOOGL $AMZN $SPY $QQQ" [X Link](https://x.com/SindhuReddy/status/2020935649721974999) 2026-02-09T18:59Z [---] followers, [----] engagements "@DeItaone Moving toward the "Google Search" modelmassive scale subsidized by targeted ads. $OPENAI $GOOGL" [X Link](https://x.com/SindhuReddy/status/2020937901845119119) 2026-02-09T19:08Z [---] followers, [---] engagements "🎯 THURSDAY DIP FRIDAY RIP MONDAY CONTINUATION 🚀 Bought the bloodbath on Thursday when everyone was panicking: $AMZN $MSFT $PLTR $MU $CIFR $IREN 💎 THE SETUP Tech got NUKED on Thursday: - Nasdaq -1.5% (worst 3-day slide since April) - $1.5T in market cap evaporated - AI disruption fears went parabolic - Software apocalypse narratives everywhere 📈 THE RECOVERY Friday delivered EXACTLY what dip buyers needed: - Dow +1006 pts (+2.06%) - BEST DAY SINCE MAY - Nasdaq +1.88% - BEST DAY SINCE NOVEMBER - S&P [---] +1.63% - Tech bounced HARD from the lows 🚀 MONDAY FOLLOW-THROUGH AI infrastructure" [X Link](https://x.com/SindhuReddy/status/2020965663985054045) 2026-02-09T20:58Z [---] followers, [---] engagements "@KobeissiLetter That +$6B inflow explains the Friday face-rip perfectly. Investors aren't scared of the AI capex talk. $QQQ $NVDA $PLTR $IREN $CIFR $WULF" [X Link](https://x.com/SindhuReddy/status/2020969420206788714) 2026-02-09T21:13Z [---] followers, [---] engagements "@KobeissiLetter We went from "Return Capital to Shareholders" to "Build the Supercomputer" real quick. 🏗 $AMZN leading the charge on the zero-buyback policy is the ultimate signal. CapEx is the new dividend. $MSFT $AAPL $GOOGL $META" [X Link](https://x.com/SindhuReddy/status/2020982474323689719) 2026-02-09T22:05Z [---] followers, [---] engagements "@StockSavvyShay $CRDO That $CRDO update is a massive statement. Jumping from a $340M midpoint to $406M is wild" [X Link](https://x.com/SindhuReddy/status/2020982987786276879) 2026-02-09T22:07Z [---] followers, [---] engagements "@SmallCapSnipa OpenAI: "We need 7GW." Anthropic: "Hold my Claude were going for 10." The AI infrastructure war has officially entered the "Gigawatt Era." Total power grabliterally. ⚡🚀 $NVDA $AMZN $MSFT $GOOGL $META" [X Link](https://x.com/SindhuReddy/status/2020984457268953582) 2026-02-09T22:13Z [---] followers, [---] engagements "@TheTechInvest $IREN had a massive V shape recovery from Thursday lows. Well Done" [X Link](https://x.com/SindhuReddy/status/2020987745871741174) 2026-02-09T22:26Z [---] followers, [---] engagements "@StockSavvyShay $CIFR Massive turnaround from Thursday night lows" [X Link](https://x.com/SindhuReddy/status/2020987954207035428) 2026-02-09T22:27Z [---] followers, [---] engagements "@StockSavvyShay The 'dip buyers' finally woke up. After weeks of everyone calling for an AI bubble this feels like a massive validation for the infrastructure and ad-tech plays. $IREN $CIFR $WULF" [X Link](https://x.com/SindhuReddy/status/2021000362522706089) 2026-02-09T23:16Z [---] followers, [---] engagements "@moninvestor Anthropic moving from 'cloud renter' to 'infrastructure owner' with Fluidstack is the ultimate signal that the AI race has moved from the software layer to the power layer. Huge for $CIFR $IREN and $WULF who already have the slots on the grid. ⚡" [X Link](https://x.com/SindhuReddy/status/2021003345817895084) 2026-02-09T23:28Z [---] followers, [---] engagements "@DeItaone What's Taxed: Advanced chips like the NVIDIA H200 and AMD MI325X if they aren't contributing to "domestic buildouts." What's Exempt: Chips imported for U.S. Data Centers startups research and general consumer electronics (laptops/phones). $SPY $QQQ $NVDA" [X Link](https://x.com/SindhuReddy/status/2021005752333185429) 2026-02-09T23:38Z [---] followers, [----] engagements "@NoLimitGains Definitely keeping notifications on for your next move. The generational wealth transfer usually happens right when the "capitulation signal" feels the most painful. $SLV $GLD" [X Link](https://x.com/SindhuReddy/status/2021141602815693261) 2026-02-10T08:38Z [---] followers, [----] engagements "@Investingcom Expectations for aggressive fiscal spending and tax cuts (especially that 8% food tax suspension) are driving massive retail and institutional inflows. $NK $NI225" [X Link](https://x.com/SindhuReddy/status/2021179124983685591) 2026-02-10T11:07Z [---] followers, [---] engagements "🚨 GOLDMAN SACHS ALGO APOCALYPSE WARNING This isn't your typical "recession incoming" scare. This is pure market mechanicsand it's potentially more dangerous. Goldman's trading desk just dropped a bombshell: we're hitting technical levels that could force AUTOMATED funds to dump $33-80 BILLION in stocks regardless of fundamentals. 📊 THE CRITICAL NUMBERS: $33 Billion Immediate Risk If markets keep sliding this week systematic CTA funds will be FORCED to sell $33B in US equities 🔴 The $80 Billion Danger Zone S&P [---] level: [----] Break below this Goldman warns we could see $80B in algorithmic" [X Link](https://x.com/SindhuReddy/status/2021181499379179657) 2026-02-10T11:16Z [---] followers, [--] engagements "@StockSavvyShay The 37% jump suggests demand from $NVDA $AAPL and $AMD is currently outstripping the 14% growth expected for the rest of the foundry industry" [X Link](https://x.com/SindhuReddy/status/2021186176539885730) 2026-02-10T11:35Z [---] followers, [---] engagements "🚀 TSMC JUST DROPPED AN ABSOLUTE MONSTER REPORT 🚀 January revenue: $12.71 BILLION YoY growth: 37% They guided for 30% growth for the FULL YEAR. They just CRUSHED that in January alone. 💰 THE CAPITAL BLITZ: $30B capital injection into global subsidiary $1.9B bond issuance (NT$60B) [----] Capex: $52-56 BILLION (up to 37% higher vs 2025) This isn't cautious planning. This is a full-scale SPRINT to build "Foundry 2.0"evolving from just printing wafers to becoming a complete AI systems manufacturer. 📈 THE NUMBERS THAT MATTER: 🔥 Demand Dominance 37% growth while rest of foundry industry grows" [X Link](https://x.com/SindhuReddy/status/2021188275256410127) 2026-02-10T11:43Z [---] followers, [--] engagements "@TheTechInvest Big Tech has the money but the "miners" have the power. $GOOGL $AMZN $MSFT $IREN $CIFR" [X Link](https://x.com/SindhuReddy/status/2021189015903363342) 2026-02-10T11:46Z [---] followers, [----] engagements "@Barchart This isnt China "running out of money." They are swapping paper for metal. $GLD $SLV $SPY" [X Link](https://x.com/SindhuReddy/status/2021189646995103926) 2026-02-10T11:48Z [---] followers, [---] engagements "@DeItaone Memory prices (DRAM/NAND) are skyrocketing due to the AI infrastructure boom but Apple will simply pass those costs to the consumer without denting demand. $AAPL $MU $SNDK $WDC" [X Link](https://x.com/SindhuReddy/status/2021200230881096058) 2026-02-10T12:31Z [---] followers, [---] engagements "@zerohedge The Federal Reserves "diet" hasnt historically gone as planned. $SPY $QQQ" [X Link](https://x.com/SindhuReddy/status/2021200673870946407) 2026-02-10T12:32Z [---] followers, [---] engagements "@aleabitoreddit @michaeljburry The "lucky" short-seller might be right on the timing due to the broader tech sell-off but the fundamental engine of Palantir is currently a jet turbine. $PLTR" [X Link](https://x.com/SindhuReddy/status/2021201337128714351) 2026-02-10T12:35Z [---] followers, [---] engagements "@BoringBiz_ we are witnessing a permanent structural shift where asset inflation has completely decoupled from labor income. $SLV $GLD" [X Link](https://x.com/SindhuReddy/status/2021257176166048172) 2026-02-10T16:17Z [---] followers, [----] engagements "@TheTechInvest These aren't "retail" trades; these are sophisticated managers positioning for a multi-year infrastructure cycle. $IREN $CIFR $AMZN $GOOGL" [X Link](https://x.com/SindhuReddy/status/2021264202652897381) 2026-02-10T16:45Z [---] followers, [----] engagements "@KobeissiLetter This 24% "real term" collapse from the [----] peak is the single largest erosion of graduate purchasing power in modern history. $SPY $QQQ" [X Link](https://x.com/SindhuReddy/status/2021268934184288641) 2026-02-10T17:04Z [---] followers, [---] engagements "@unusual_whales While the stock market might be hitting records the balance sheets of younger and lower-income Americans are hitting a wall. $SPY $QQQ" [X Link](https://x.com/SindhuReddy/status/2021291158660366743) 2026-02-10T18:32Z [---] followers, [---] engagements "@Mr_Derivatives While the Squeeze doesn't predict the direction it serves as a massive "coiled spring" for volatility. The longer the coiling the more violent the expansion. $SPY $QQQ" [X Link](https://x.com/SindhuReddy/status/2021291595329352092) 2026-02-10T18:34Z [---] followers, [----] engagements "@KobeissiLetter This isn't just a local Chinese issue; its a global "drain" that has moved from the East back to the West creating a massive regional price divergence. $SLV $GLD" [X Link](https://x.com/SindhuReddy/status/2021292195605553340) 2026-02-10T18:36Z [---] followers, [---] engagements "This post is the ultimate "zoom out" reminder. $SPY $QQQ $IWM $DOW The stock market crashed: 1929: 90% 1973: 50% 1987: 35% 2008: 55% 2020: 35% Every single time it went on to new highs. 11% annual returns since [----] Short-term fear has never beaten long-term investing. The stock market crashed: 1929: 90% 1973: 50% 1987: 35% 2008: 55% 2020: 35% Every single time it went on to new highs. 11% annual returns since [----] Short-term fear has never beaten long-term investing" [X Link](https://x.com/SindhuReddy/status/2021293038723608909) 2026-02-10T18:39Z [---] followers, [---] engagements "@KobeissiLetter When equity optimism is near cycle highs while labor market fears are at crisis-levels it usually means stocks are being driven by liquidity buybacks and AI narratives not confidence in the real economy. $SPY $QQQ" [X Link](https://x.com/SindhuReddy/status/2021297756266979399) 2026-02-10T18:58Z [---] followers, [---] engagements "@amitisinvesting $HOOD being mechanically tied to $BTC volatility is more about algo behavior than business reality. Over time that correlation should fade as the revenue mix keeps shifting toward banking options subs and new products. $SCHW $IBKR $BULL" [X Link](https://x.com/SindhuReddy/status/2021299516670873632) 2026-02-10T19:05Z [---] followers, [----] engagements "@BRICSinfo A stronger CNY vs USD signals easing capital pressure and gives China more room to stimulate without triggering FX stress" [X Link](https://x.com/SindhuReddy/status/2021302209174974811) 2026-02-10T19:16Z [---] followers, [---] engagements "@wintonARK $TSLA Terrestrial data centers: The more you build the harder it gets. Orbital data centers: The more you build the easier it gets. We are approaching the "Great Flip" where the vacuum of space becomes more economical than the dirt of Earth" [X Link](https://x.com/SindhuReddy/status/2021305727734722742) 2026-02-10T19:30Z [---] followers, [----] engagements "@Mr_Derivatives If $HOOD can prove the 'Prediction Markets' are a real revenue driver this coiled spring could finally pop. 🚀" [X Link](https://x.com/SindhuReddy/status/2021306769243341185) 2026-02-10T19:34Z [---] followers, [---] engagements "@CNBC $ROK Stephanie Links "sleeper name" for [----] is Rockwell Automation" [X Link](https://x.com/SindhuReddy/status/2021308914193564090) 2026-02-10T19:42Z [---] followers, [---] engagements "@iamtomnash $PLTR Platforms dont win loud they win by becoming unavoidable" [X Link](https://x.com/SindhuReddy/status/2021309447352508648) 2026-02-10T19:45Z [---] followers, [---] engagements "@CNBC $VXUS Even after the massive rally international stocks remain historically cheap" [X Link](https://x.com/SindhuReddy/status/2021317134068916385) 2026-02-10T20:15Z [---] followers, [--] engagements "@unusual_whales Polymarket is usually the fastest to smell smoke before a fire" [X Link](https://x.com/SindhuReddy/status/2021318743540797745) 2026-02-10T20:21Z [---] followers, [---] engagements "@zerohedge $ETH The 'Race to AGI' is just a race to see who gets to be the next global monopoly. We don't need a single 'god-like' AI; we need a decentralized ecosystem of verifiable models that empower humans instead of replacing them. $GOOGL $OPENAI $ANTHROPIC $META $AMZN" [X Link](https://x.com/SindhuReddy/status/2021320985895448890) 2026-02-10T20:30Z [---] followers, [---] engagements "@unusual_whales $ICHR Ichor Holdings which provides fluid delivery subsystems for the semiconductor industry was a "sleeper" pick. $NVDA $GOOGLE $AMZN $MSFT $META $ORCL" [X Link](https://x.com/SindhuReddy/status/2021321520874741925) 2026-02-10T20:32Z [---] followers, [---] engagements "@StockSavvyShay We are witnessing the most expensive build-out in human history. $GOOGL $MSFT $META and $AMZN are spending $650B on AI this yearexceeding the entire cost of the US Interstate Highway System" [X Link](https://x.com/SindhuReddy/status/2021321946869182720) 2026-02-10T20:34Z [---] followers, [---] engagements "@KobeissiLetter $FXC The Chinese consumer is not just "pessimistic"they are fundamentally re-evaluating their financial future after the greatest wealth destruction event in modern Chinese history" [X Link](https://x.com/SindhuReddy/status/2021322337551876496) 2026-02-10T20:36Z [---] followers, [---] engagements "@aakashgupta Weve moved from human-in-the-loop (ChatGPT) to human-on-the-loop (Codex). While ChatGPT is a conversational mirror Codex is a background engine. $OPENAI" [X Link](https://x.com/SindhuReddy/status/2021326479208923389) 2026-02-10T20:52Z [---] followers, [--] engagements "@intocryptoverse $BTC Despite the "Altseason" hope that cycles through social media every few months the ETH/BTC ratio has been a structural downtrend for over [--] months" [X Link](https://x.com/SindhuReddy/status/2021328689472983290) 2026-02-10T21:01Z [---] followers, [---] engagements "@zerohedge $SPY $QQQ While software stocks are surging on the prospect of cheaper capital financial stocks are feeling the sting of a flattening yield curve and cooling consumer spending" [X Link](https://x.com/SindhuReddy/status/2021329022081290507) 2026-02-10T21:02Z [---] followers, [---] engagements "@ConnorJBates_ $PLTR $HOOD $CRDO This is the tax you pay for chasing momentum 📉 Drawdowns create opportunitybut only if you can tell revenue from vaporware" [X Link](https://x.com/SindhuReddy/status/2021470565496914241) 2026-02-11T06:25Z [---] followers, [---] engagements "@stats_feed This is a significant milestone especially considering Italy ranked seventh just a decade ago" [X Link](https://x.com/SindhuReddy/status/2021474901643887079) 2026-02-11T06:42Z [---] followers, [----] engagements "@Barchart $SPY shift toward quality with pricing power ($MSFT $GOOGL $AAPL $NVDA $PLTR $MU $AMZN $TSLA) and away from expensive growth with no earnings. Don't fight the Fed but don't panic either" [X Link](https://x.com/SindhuReddy/status/2021534934058557740) 2026-02-11T10:41Z [---] followers, [---] engagements "@BullTheoryio $GLD $SLV $BTC we might not be AT the top yet but we're definitely IN the zone where gold runs historically end" [X Link](https://x.com/SindhuReddy/status/2021536682315489437) 2026-02-11T10:47Z [---] followers, [---] engagements "@aleabitoreddit This is the right read on where $HOOD is at right now. The earnings didn't kill the bull case but they definitely removed the "must own" urgency" [X Link](https://x.com/SindhuReddy/status/2021539752759943569) 2026-02-11T11:00Z [---] followers, [---] engagements "$SPY $QQQ $META California losing another billionaire to Florida's zero state income tax. When you're worth $200B+ like Zuck the 13.3% CA tax rate means saving potentially BILLIONS on any $META stock sales. This isn't just about income - it's about capital gains. He can now liquidate positions without giving Sacramento a cut. Same playbook as Musk Thiel and others. Florida wins California loses. $TSLA $PLTR https://twitter.com/i/web/status/2021632162873708881 https://twitter.com/i/web/status/2021632162873708881" [X Link](https://x.com/SindhuReddy/status/2021632162873708881) 2026-02-11T17:07Z [---] followers, [----] engagements "$META The thought data vs. behavioral data distinction is HUGE. Facebook knew what you clicked. OpenAI knows what you THINK. That's not just a bigger dataset - it's a different category of privacy risk entirely. And they're speedrunning the same monetization playbook that got Facebook a $5B fine except with way more intimate data. $8/month to still see ads is wild. You're paying to be the product. $OPENAI $QQQ $GOOGL https://twitter.com/i/web/status/2021636042965598346 https://twitter.com/i/web/status/2021636042965598346" [X Link](https://x.com/SindhuReddy/status/2021636042965598346) 2026-02-11T17:22Z [---] followers, [---] engagements "$META Auditor red flags are rarely nothing. If $META is being too aggressive on how they're depreciating $60B+ in AI data centers reported earnings could be overstated. Think of it like this: If you buy a car for $30K and say it'll last [--] years instead of [--] your annual "expense" looks lower - but you're just delaying the hit. With Meta spending massive amounts on AI infrastructure depreciation assumptions MATTER. Stretch them too far and profits look better than reality. EY doesn't raise concerns publicly unless it's material. Worth watching. $GOOGL $AMZN $MSFT $ORCL $IREN $CIFR" [X Link](https://x.com/SindhuReddy/status/2021643843796349330) 2026-02-11T17:53Z [---] followers, [----] engagements "$META Bill Ackman doesn't do small positions. Timing is interesting - stock is down 8% from highs on AI spending concerns and now EY is flagging accounting issues. Either he sees the valuation as too cheap to ignore or he knows something about the data center depreciation story that the market doesn't. 13F next week will tell us if this is a nibble or a conviction bet. $GOOGL $MSFT $AMZN $ORCL $CIFR $IREN https://twitter.com/i/web/status/2021644397171937508 https://twitter.com/i/web/status/2021644397171937508" [X Link](https://x.com/SindhuReddy/status/2021644397171937508) 2026-02-11T17:55Z [---] followers, [----] engagements "The market is pricing $MSFT like AI capex is all cost no return. Reality check: - Azure is THE enterprise AI platform - businesses building on OpenAI go through Microsoft - Copilot revenue is ramping (still early but real usage) - They own 27% of $OPENAI The bear case is legit: spending $50B+/year on AI infrastructure with unclear ROI timeline. But if enterprise AI adoption accelerates $MSFT is the toll booth. Risk/reward skewed bullish here. Market is ignoring the platform value. $GOOGL $AMZN $AAPL $META $TSLA $AVGO https://twitter.com/i/web/status/2021645111315030369" [X Link](https://x.com/SindhuReddy/status/2021645111315030369) 2026-02-11T17:58Z [---] followers, [----] engagements "$SPY Weakest job growth in [--] years outside of actual recessions. Labor market is clearly slowing. Question is whether it's a soft landing or the early warning sign everyone's been ignoring. Fed's probably breathing easier (supports rate cuts) but if this continues we're not landing soft - we're stalling. $QQQ https://twitter.com/i/web/status/2021645582591303994 https://twitter.com/i/web/status/2021645582591303994" [X Link](https://x.com/SindhuReddy/status/2021645582591303994) 2026-02-11T18:00Z [---] followers, [---] engagements "$META Another massive data center for $META's AI buildout. Indiana = cheap land + cheap power + tax incentives. This is where you build when you're spending huge amounts on infrastructure. Market is worried they're overspending. Meta is betting the AI platform war is won by whoever builds the most capacity fastest. Time will tell who's right but they're not slowing down. $GOOGL $MSFT $TSLA $AVGO $ORCL $AMZN https://twitter.com/i/web/status/2021646521670746574 https://twitter.com/i/web/status/2021646521670746574" [X Link](https://x.com/SindhuReddy/status/2021646521670746574) 2026-02-11T18:04Z [---] followers, [----] engagements "$META $2B is a huge Bet. Timing is interesting - stock is down 8% from highs on AI spending concerns and now EY is flagging accounting issues. Either he sees the valuation as too cheap to ignore or he knows something about the data center depreciation story that the market doesn't. https://twitter.com/i/web/status/2021647247847350721 https://twitter.com/i/web/status/2021647247847350721" [X Link](https://x.com/SindhuReddy/status/2021647247847350721) 2026-02-11T18:07Z [---] followers, [----] engagements "@zerohedge $SPY $QQQ Obviously won't meet on Russian/Belarus soil - that's a non-starter. Neutral venue or nothing. Signals negotiations still far from actual progress" [X Link](https://x.com/SindhuReddy/status/2021647545215451291) 2026-02-11T18:08Z [---] followers, [---] engagements "$SPACEX SpaceX now owns human spaceflight. NASA went from building their own rockets to being a customer. That's the entire space industry transformation in one photo. Boeing's Starliner still grounded with issues. Blue Origin years behind. SpaceX launching crew missions like it's routine. $TSLA @elonmusk https://twitter.com/i/web/status/2021650288373793200 https://twitter.com/i/web/status/2021650288373793200" [X Link](https://x.com/SindhuReddy/status/2021650288373793200) 2026-02-11T18:19Z [---] followers, [---] engagements "$SPY $QQQ Basically zero movement in 10-year yields over [--] months. Market is stuck - not pricing in inflation panic OR recession fears. Just. waiting. For Fed clarity for economic data for SOMETHING to break the range. Boring = good for stocks short term. But this kind of stability usually doesn't last. https://twitter.com/i/web/status/2021650569027334489 https://twitter.com/i/web/status/2021650569027334489" [X Link](https://x.com/SindhuReddy/status/2021650569027334489) 2026-02-11T18:20Z [---] followers, [---] engagements "@aakashgupta $TSLA $SPACEX Terrestrial just needs one thing: political will to say yes to more power plants" [X Link](https://x.com/SindhuReddy/status/2021651982612906209) 2026-02-11T18:26Z [---] followers, [---] engagements "$SPY $QQQ Politicians literally vote on which sectors get billions in subsidies then trade those stocks before the public knows. Defense bills infrastructure spending energy policy - they see it weeks before announcement and position accordingly. Nancy Pelosi's husband buying chip stocks before the CHIPS Act. Multiple senators dumping travel stocks in closed-door COVID briefings before the crash. Both parties do it. Both parties block the bill to ban it. The one thing Congress has bipartisan agreement on: their right to trade on information you can't access." [X Link](https://x.com/SindhuReddy/status/2021652478069289366) 2026-02-11T18:28Z [---] followers, [--] engagements "$SPY $QQQ White House economic advisor publicly pressuring the Fed to cut rates. Classic playbook: Trump wants cheaper money to juice the economy and lower borrowing costs. Fed's supposed to be independent but political pressure is real. Powell's term ends in [----] - not a coincidence this is heating up. Market already pricing in cuts this year. Question is whether Fed moves on DATA or on PRESSURE. https://twitter.com/i/web/status/2021653144355164608 https://twitter.com/i/web/status/2021653144355164608" [X Link](https://x.com/SindhuReddy/status/2021653144355164608) 2026-02-11T18:30Z [---] followers, [--] engagements "Software isn't dead - it's just not the ONLY game anymore. Market rotated from "software eats the world" to "whoever builds the infrastructure wins." Think about it: $NVDA up 10x while $SNOW struggles. Hardware became the bottleneck so that's where the money went. But software still matters - someone has to monetize all those GPUs. Question is which layer captures value: the picks and shovels ($TSM $NVDA) or the apps built on top ($PLTR $NET). Right now Market says infrastructure first software later. https://twitter.com/i/web/status/2021654568166154291" [X Link](https://x.com/SindhuReddy/status/2021654568166154291) 2026-02-11T18:36Z [---] followers, [---] engagements "$SPY $QQQ "Massive dispersion" = a few stocks ripping while most are struggling. Translation: The index looks fine because MAG7 are carrying it but underneath the market is cracking. Historically when only a handful of stocks hold up the whole market it doesn't last. Eventually the winners run out of steam and there's nothing left to catch the fall. Nomura's basically saying: breadth is terrible participation is narrow and that setup usually ends badly. When everyone's hiding in the same [--] names the exits get crowded fast. $NVDA $GOOGL $AAPL $MSFT $META $AMZN $TSLA $AVGO" [X Link](https://x.com/SindhuReddy/status/2021657584340787330) 2026-02-11T18:48Z [---] followers, [----] engagements "🚨 $AVGO BROADCOM: The $340 Stock That Could Be AI's Biggest Winner While everyone watches NVIDIA the smartest money on Wall Street is piling into a different AI play one that's quietly becoming UNSTOPPABLE. 📊 THE BIG PICTURE Stock Price: $340 (down 18% from December highs) AI Revenue 2025: $20 BILLION AI Revenue 2026: Projected $50+ BILLION (150% growth) Order Backlog: $73 BILLION locked in Analyst Targets: $415-500 (up to 47% upside) 💡 WHY THIS IS HAPPENING Think of it this way: If NVIDIA is the sports car of AI Broadcom is the ENGINE and the HIGHWAY that makes everything run. Here's the" [X Link](https://x.com/SindhuReddy/status/2021662948771402037) 2026-02-11T19:09Z [---] followers, [---] engagements "$SPY $QQQ Record debt across EVERY category at the same time. That's the headline. But context matters: - Total US household net worth: $160 trillion - Debt to net worth ratio: Still historically low at 11% - Most debt (70%) is mortgages on appreciating assets The real question isn't the debt level - it's who's carrying it and can they afford it The distribution matters more than the aggregate number. Watch delinquency rates not total debt. https://twitter.com/i/web/status/2021678153555431575 https://twitter.com/i/web/status/2021678153555431575" [X Link](https://x.com/SindhuReddy/status/2021678153555431575) 2026-02-11T20:10Z [---] followers, [---] engagements "$AAPL Apple's AI problem in one headline. While $MSFT has Copilot printing money $GOOGL has Gemini integrated everywhere and Meta is open-sourcing LLaMA - Apple can't even ship a working voice assistant. Think about it: Siri has been around since [----] (14 YEARS) and still can't handle basic tasks without screwing up. Now they're trying to catch up in the AI race while everyone else is laps ahead. The iPhone [--] "AI features" delay was the warning shot. This is the confirmation that Apple is way behind where the market thinks they are. $AAPL trading at 30x earnings on AI hype they haven't" [X Link](https://x.com/SindhuReddy/status/2021681400949375304) 2026-02-11T20:23Z [---] followers, [---] engagements "🚨 VERTIV JUST DROPPED THE MOST INSANE EARNINGS REPORT IN INDUSTRIAL HISTORY If you're not paying attention to $VRT you're missing the BIGGEST infrastructure play in the AI revolution. 📊 THE NUMBERS THAT BROKE WALL STREET - Orders: UP 252% year-over-year (you read that right) - Backlog: $15 BILLION (doubled in [--] months) - Book-to-Bill: 2.9x (for every $1 shipped $2.90 in new orders came in) - EPS Beat: $1.36 vs $1.29 expected - [----] Guidance: $5.97-$6.07 EPS vs $5.33 consensus (MASSIVE beat) - Stock Response: UP 23% today trading near $245 💡 WHY THIS IS HAPPENING Here's what people need to" [X Link](https://x.com/SindhuReddy/status/2021684072183951452) 2026-02-11T20:33Z [---] followers, [---] engagements "🚨 WHY ASTERA LABS ($ALAB) JUST BECAME THE ULTIMATE AI INFRASTRUCTURE PLAY The stock dropped 21% after earnings (classic "sell the news") but the fundamentals just got STRONGER. Here's what Wall Street is missing about the company building the nervous system of AI. 📊 THE BIG PICTURE: MONSTER EARNINGS EXPLOSIVE GROWTH Q4 [----] Results (Just Reported): - Revenue: $270.6M (up 92% year-over-year) - Full Year: $852.5M (up 115% YoY) - Gross Margin: 75.7% (pricing power = check ✅) - EPS: $0.58 (BEAT by [--] cents) Q1 [----] Guidance: - $286M-$297M revenue expected - Wall Street was only expecting $260M -" [X Link](https://x.com/SindhuReddy/status/2021692847502598278) 2026-02-11T21:08Z [---] followers, [--] engagements "Wait so $APP BEAT on everything and RAISED guidance. but down 10% The numbers: - Revenue ✅ Beat by $50M - EPS ✅ Beat by $0.30 - Q1 outlook ✅ Both metrics above estimates Markets are weird - sometimes good news isn't good ENOUGH news. Likely means expectations were sky-high going into earnings or traders are taking profits after a strong run. $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est." [X Link](https://x.com/SindhuReddy/status/2021693846753599518) 2026-02-11T21:12Z [---] followers, [---] engagements "@KobeissiLetter $IGV Classic "buy the dip" mentality - but the dip keeps dipping. History shows retail often catches falling knives when they pile in this aggressively. Time will tell if this is genius or pain" [X Link](https://x.com/SindhuReddy/status/2021695938125844720) 2026-02-11T21:20Z [---] followers, [----] engagements "$IGV The retail army is making a BIG bet on software 🎯 $IGV purchases hit $176M in a month (record-breaking) Here's the setup: - Software down 33% from peak = "fire sale" prices - $AMZN overtaking $NVDA as most-bought stock - Buying at levels not seen since data began The question: Are retail investors early. or just early to be wrong They're betting the selloff was overdone. Software valuations got crushed now they're scooping shares. Could be a smart contrarian play OR catching a falling knife. Only time will tell. $NOW $CRM $CRWD Retail investors are buying US tech stocks at an" [X Link](https://x.com/SindhuReddy/status/2021696367555752351) 2026-02-11T21:22Z [---] followers, [---] engagements "🚨 BILL ACKMAN JUST DROPPED $2B ON $META The activist investor king just made his boldest pivot yet. 📊 THE BET BY THE NUMBERS: - $2 BILLION position (10% of Pershing Square's entire fund) - Estimated Entry price: $625/share (November 2025) - Already PROFITABLE - stock up since his buy - Stock down 6% over past year on AI spending fears - Trading at 22x forward earnings (CHEAPER than Amazon Microsoft) 🔄 THE STRATEGIC PIVOT: Ackman SOLD OUT of classic value plays: - ❌ Hilton (full exit) - ❌ Chipotle (sold) And went ALL IN on Big Tech AI infrastructure: - ✅ Alphabet - ✅ Amazon - ✅ META (newest" [X Link](https://x.com/SindhuReddy/status/2021700474827579817) 2026-02-11T21:38Z [---] followers, [--] engagements "@WatcherGuru $TSLA $XAI Subscription revenue is way more valuable than ad revenue (more predictable higher margins). If they can scale this.👀" [X Link](https://x.com/SindhuReddy/status/2021701037451583664) 2026-02-11T21:41Z [---] followers, [---] engagements "@StockSavvyShay $BTC $MSTR You're not buying a software company anymore. You're buying Saylor's Bitcoin thesis with extra volatility" [X Link](https://x.com/SindhuReddy/status/2021702563804963102) 2026-02-11T21:47Z [---] followers, [---] engagements "@Mr_Derivatives $AVGO Watching close. AVGO is too important to AI infrastructure to ignore this setup" [X Link](https://x.com/SindhuReddy/status/2021705291834835259) 2026-02-11T21:57Z [---] followers, [---] engagements "$TSLA $XAI Huge milestone for X's business transformation 🎯 $1B in subscription revenue means they've proven people WILL pay for premium features on a social platform - That's real recurring revenue (the kind investors love) - Diversifies beyond just ad dollars - Shows Musk's bet on subscriptions is working Compare: Spotify took years to hit $1B in subs. X did it in [--] years. JUST IN: Elon Musk's X announces it is generating $1000000000 per year from subscriptions. https://t.co/ABQs3yfqia JUST IN: Elon Musk's X announces it is generating $1000000000 per year from subscriptions." [X Link](https://x.com/SindhuReddy/status/2021706057903685846) 2026-02-11T22:01Z [---] followers, [---] engagements "@unusual_whales Wild timing on this one. $3M personal bet on Groq right before a $20B Nvidia deal announcement raises obvious questions about information access. $NVDA" [X Link](https://x.com/SindhuReddy/status/2021714747507478963) 2026-02-11T22:35Z [---] followers, [----] engagements "@TheLongInvest $BABA $QQQ The market is basically saying: "Chinese AI for Chinese users = worth $0 to a global investor"" [X Link](https://x.com/SindhuReddy/status/2021715788395336172) 2026-02-11T22:39Z [---] followers, [---] engagements "@PeterDiamandis $NVDA $TSLA But IF this projection is real the winner won't be who makes the most GPUs. It'll be who figures out how to make them WORK in orbit - which is a totally different game. The supply chain gap isn't a bug it's the entire investment thesis. $NVDA $TSM" [X Link](https://x.com/SindhuReddy/status/2021716746785198519) 2026-02-11T22:43Z [---] followers, [---] engagements "@StockMKTNewz $SPY $QQQ The Fed is more worried about something breaking (credit markets regional banks commercial real estate) than they are about the jobs market being too hot" [X Link](https://x.com/SindhuReddy/status/2021719675596378348) 2026-02-11T22:55Z [---] followers, [---] engagements "The pain is real but at least you're in company with everyone else who bet on tech. $MSFT $NFLX $HOOD $IGV Big Opportunities Currently: 🚨DOWN [--] YEAR TIME FRAME🚨 $NFLX DOWN 40% $HOOD DOWN 33% $MSFT DOWN 27% $ZETA DOWN 26% $IGV DOWN 22% $OSCR DOWN 9% Big Opportunities Currently: 🚨DOWN [--] YEAR TIME FRAME🚨 $NFLX DOWN 40% $HOOD DOWN 33% $MSFT DOWN 27% $ZETA DOWN 26% $IGV DOWN 22% $OSCR DOWN 9%" [X Link](https://x.com/SindhuReddy/status/2021720808570098017) 2026-02-11T22:59Z [---] followers, [---] engagements "Classic technical setup on $AVGO 👀 For non-chart people: The 50-day moving average is like a "center of gravity" for a stock. When it was rising it acted as a floor (buyers stepped in). Now it's a CEILING (sellers show up). - Breaking above = trend reversal signal - Failing here = more downside likely - This level matters because traders watch it The catalyst question: What makes AVGO break through They need a positive data center spending story or AI chip news to give buyers confidence. https://twitter.com/i/web/status/2021759157465215156 https://twitter.com/i/web/status/2021759157465215156" [X Link](https://x.com/SindhuReddy/status/2021759157465215156) 2026-02-12T01:32Z [---] followers, [--] engagements "$SPY $QQQ Korea going parabolic - up 120% in [--] months 📈 For context: That's faster growth than most INDIVIDUAL stocks let alone an entire country's market. - Korean tech companies (semiconductors displays batteries) are critical to AI supply chain - The market was historically CHEAP vs U.S./Japan - Foreign money likely piling in The question now: Are you chasing or is there still room to run Markets that move this fast usually mean either: [--]. Something fundamentally changed (AI boom reforms) [--]. It's euphoria that ends badly My guess: Mix of both. Real opportunity met with excessive" [X Link](https://x.com/SindhuReddy/status/2021767210730238449) 2026-02-12T02:04Z [---] followers, [---] engagements "🚨 $MU MICRON EXPLODES 10%+ TODAY $MU closed near $411 after a MASSIVE rally. Here's why Wall Street is freaking out: 📊 THE MORGAN STANLEY BOMBSHELL Analyst Joseph Moore just RAISED his price target from $350 $450 His prediction Micron could earn $52 PER SHARE in [----] (that's insane for a memory chip company) ⚡ THE MEMORY CRISIS IS REAL - DDR5 memory prices UP 130% since January - Moore expects prices to potentially DOUBLE AGAIN this year - Micron's entire [----] supply Already sold out 🤖 THE HBM4 CLARIFICATION CFO Mark Murphy called out "inaccurate reporting" today and dropped this truth" [X Link](https://x.com/SindhuReddy/status/2021785330274185263) 2026-02-12T03:16Z [---] followers, [---] engagements "$TSLA $NVDA This is the wildest supply chain bottleneck I've seen projected: - Current GPU production: 20M/year - Projected demand (space + ground): 200M/year - Gap: 10X shortage Think of it like trying to build [--] iPhone factories but you can only make enough screens for [--]. That's where we are with GPUs for AI. The question isn't just "who makes GPUs" - it's who controls the ENTIRE chain: Chip design ($NVDA) Manufacturing ($TSM) The machines that make the chips ($ASML) Memory that goes with them ($MU) My bet: whoever controls the most chokepoints wins. The bottleneck IS the moat. $GOOGL" [X Link](https://x.com/SindhuReddy/status/2021807475687927954) 2026-02-12T04:44Z [---] followers, [---] engagements "$BABA The math here is absolutely wild: You're getting Qwen (their ChatGPT competitor) + the entire Alibaba e-commerce empire + cloud business for LESS than Anthropic alone. Think of it like this: buying $BABA is like getting Amazon + a free AI company thrown in except the market refuses to value the AI part at all because of China regulatory risk. If you believe AI valuations are real (not a bubble) AND Chinese tech can eventually access global markets this is arguably the biggest arbitrage in tech right now. But that's a big IF on both counts. $BABA $BABA just a reminder that $BABA's Qwen" [X Link](https://x.com/SindhuReddy/status/2021821568792637941) 2026-02-12T05:40Z [---] followers, [---] engagements "$SPY $QQQ These numbers show the market has fundamentally changed: 0DTE means "expires today" - you're basically betting on what happens in the next few HOURS not months or years. Here's why 78% of Nasdaq options being same-day is nuts: When this much volume expires daily market makers (the people on the other side of these bets) have to frantically buy/sell stocks to stay hedged. This creates wild intraday swings that have NOTHING to do with actual company news. Translation: Price movements are increasingly driven by options math not fundamentals. We've built a self-referential feedback loop" [X Link](https://x.com/SindhuReddy/status/2021847237739880570) 2026-02-12T07:22Z [---] followers, [--] engagements "$SPY $QQQ Solid defensive playbook. The emergency fund + cash cushion combo is the real foundation here. Worth noting: "Wait for stabilization" is harder than it sounds. Most bottoms FEEL like falling knives at the time. The key isn't timing the exact bottom - it's having the cash AND conviction to buy when it still feels uncomfortable but the risk/reward has flipped. 95% panic because they have no cash buffer. 5% win because they built the buffer before they needed it 💰 https://twitter.com/i/web/status/2021849774152986777 https://twitter.com/i/web/status/2021849774152986777" [X Link](https://x.com/SindhuReddy/status/2021849774152986777) 2026-02-12T07:32Z [---] followers, [---] engagements "@amitisinvesting $GME Interesting rotation here. $GME $NFLX tells you retail's mindset is shifting" [X Link](https://x.com/SindhuReddy/status/2021851250631876765) 2026-02-12T07:37Z [---] followers, [---] engagements "@TrendSpider $MSFT Most people wait for markets to "feel safe" to buy. That's when valuations are expensive. The scary moments when quality names hit crash-level pricing That's when generational positions get built 💰" [X Link](https://x.com/SindhuReddy/status/2021852416753512792) 2026-02-12T07:42Z [---] followers, [----] engagements "@cb_doge $XAI $TSLA This isn't just about "trust" - it's about where attention flows and attention = revenue in media" [X Link](https://x.com/SindhuReddy/status/2021854660982931855) 2026-02-12T07:51Z [---] followers, [---] engagements "$SPY $QQQ This is a huge tell about where the Fed's head is at: Normal logic: Good jobs report = economy strong = NO rate cuts needed Miran's logic: Good jobs report BUT. let's cut rates anyway Here's what that means in plain English: The Fed is prioritizing SOMETHING ELSE over employment. My guess They're seeing stress in: Corporate debt refinancing Commercial real estate Regional bank balance sheets When a Fed official argues for cuts DESPITE good news they're basically saying "the data you're celebrating is hiding problems we're worried about." Markets love rate cuts but this reasoning" [X Link](https://x.com/SindhuReddy/status/2021855542591787361) 2026-02-12T07:55Z [---] followers, [--] engagements "$GME The meme stock era officially ended with a whimper not a bang. $GME held that top [--] spot for FOUR YEARS through everything - and retail just. moved on. Replaced by $NFLX after a 40% haircut from the highs. What's wild: Retail is now piling into a company with actual revenue profits and cash flow. That's not the same cohort that was buying $GME at $400. $PLTR $HOOD $GOOGL $AMZN $MSFT $META $TSLA $HOOD For the first time in four years $GME is now NOT part of the top [--] investments on Robinhood. Robinhood releases an investor index that shows the top [--] names owned across the platform." [X Link](https://x.com/SindhuReddy/status/2021860324014473325) 2026-02-12T08:14Z [---] followers, [---] engagements "$MSFT This is the kind of signal people miss in real-time. What "same valuation" means: You're paying the same price relative to $MSFT's earnings as you did at three major market bottoms. But here's the kicker - Microsoft TODAY is MASSIVE compared to 2018/2020/2022: - Azure is way bigger - Cloud margins are fatter - AI monetization is real You're getting a bigger more profitable company. at crash pricing. This is what "buying quality on weakness" actually looks like 🎯 Buying $MSFT here means youre paying the same valuation as: [----] bear market lows COVID crash lows [----] bear market lows" [X Link](https://x.com/SindhuReddy/status/2021861834135887953) 2026-02-12T08:20Z [---] followers, [--] engagements "$TSLA $XAI This is the same disruption pattern we've seen everywhere - from Blockbuster to Netflix from taxis to Uber. Legacy media is just late to the party. The platforms that own direct user relationships win 🎯 BREAKING: CNN has lost nearly two thirds of its viewership since [----]. Trust in media is collapsing to new lows At the same time X is posting all time highs.+43% new user time +60% downloads. Funny how the same media predicted X would fail under Elon Musk We are the media now https://t.co/E7oJGjljQu BREAKING: CNN has lost nearly two thirds of its viewership since [----]. Trust in" [X Link](https://x.com/SindhuReddy/status/2021863343846568121) 2026-02-12T08:26Z [---] followers, [---] engagements "@iamtomnash $PLTR $TSLA $NVDA When AI stops "helping" and starts "doing" entire service industries get automated 🤖" [X Link](https://x.com/SindhuReddy/status/2021869860284756347) 2026-02-12T08:51Z [---] followers, [----] engagements "@NoLimitGains Fair point: Insiders DO sell for non-scary reasons (need cash diversify taxes). But when the whole market shows this pattern They're reading something in their order books and forward guidance that makes them nervous" [X Link](https://x.com/SindhuReddy/status/2021909425833889928) 2026-02-12T11:29Z [---] followers, [----] engagements "$ORCL Oof. This is a BIG downgrade from Morgan Stanley - let me translate: CDS (Credit Default Swap) = Insurance against a company defaulting on its debt. When analysts say "buy insurance" they're saying there's REAL risk. 200bp = 2% per year. Meaning: You'd pay $2/year to insure every $100 of $ORCL debt. "Growth story credit story" = Wall Street speak for "we're no longer excited about revenue growth we're now worried about whether they can pay their bills." The problem: $ORCL went on a MASSIVE spending spree building AI infrastructure. If revenue doesn't materialize fast enough to cover the" [X Link](https://x.com/SindhuReddy/status/2021913425212026961) 2026-02-12T11:45Z [---] followers, [---] engagements "This is a slow-motion decoupling that has HUGE market implications. The numbers: - China's US holdings: $1.56T near 14-year lows - Treasury holdings: $682.6B lowest since [----] - Trend: DOWN for years now accelerating What this means in plain English: China used to be one of the biggest BUYERS of US government debt. Now they're a SELLER. When a major buyer leaves the market who fills the gap Either: [--]. Someone else steps up (private investors other countries) [--]. Yields rise to attract new buyers (higher interest rates) Why it matters: [--]. Less demand = higher yields = higher borrowing costs for" [X Link](https://x.com/SindhuReddy/status/2021916192370569343) 2026-02-12T11:56Z [---] followers, [--] engagements "@StockSavvyShay Most competitors do "one chip at a time" or small batch testing. $AEHR's Sonoma platform tests THOUSANDS of chips simultaneously at wafer level. $TER $ATE" [X Link](https://x.com/SindhuReddy/status/2021918176540271053) 2026-02-12T12:03Z [---] followers, [--] engagements "The de-dollarization trade in ONE chart. Notice who's buying vs selling: BUYING: China Poland Turkey India Brazil (emerging markets) SELLING: Germany Euro Area (Western aligned) This isn't random. Countries losing faith in dollar reserves are swapping paper (Treasuries) for metal (gold). The timing matters: Gold +265% since [----] while they've been accumulating. Central banks are literally front-running their own citizens. What it means for you: - Sovereigns buy = floor under gold prices - [---] tonnes (China) = they're serious not speculating - When central banks panic into an asset it's" [X Link](https://x.com/SindhuReddy/status/2021918206139805893) 2026-02-12T12:04Z [---] followers, [---] engagements "This is a HUGE validation for $AEHR - let me translate the tech speak: "Burn-in testing" = Stress testing chips at extreme temps to catch defects BEFORE they go into datacenters. Think of it like breaking in a new car engine but for AI processors. The big deal here: - Hyperscaler customer = One of the big [--] (AMZN MSFT GOOG META) - Initial order NOW shipments summer [----] - MUCH LARGER ramp forecast for 2H [----] + [----] Why it matters: AI chips are WAY more complex than traditional processors. They run hotter use more power and failures are EXPENSIVE when you're running million-dollar clusters." [X Link](https://x.com/SindhuReddy/status/2021921225564733799) 2026-02-12T12:16Z [---] followers, [---] engagements "@TrendSpider Revolutionary technology good investment at any price. Internet was revolutionary in [----]. Most dotcom stocks still went to zero. $SPY $QQQ $QUBT $RGTI $IONQ $QBTS $ARQQ" [X Link](https://x.com/SindhuReddy/status/2021928020286878070) 2026-02-12T12:43Z [---] followers, [----] engagements "FT - 26% of the [---] million unemployed in the US actively searching for work have been looking for more than six months. This is the stat that matters more than headline unemployment rate. The breakdown: - [---] million unemployed total - 26% searching 6+ months = [--] million people - That's LONG-TERM unemployment not "between jobs" Why this is bad: When you're unemployed for 6+ months it gets exponentially harder to get hired. Skills decay gaps on resume grow savings run out employers get suspicious. This isn't "the Great Resignation" where people quit for better jobs. This is people who WANT" [X Link](https://x.com/SindhuReddy/status/2021928272636846140) 2026-02-12T12:44Z [---] followers, [---] engagements "@zerohedge $AAPL If Apple News is accused of misleading consumers about "neutral" curation while actually filtering content that's a consumer protection issue - not a free speech issue" [X Link](https://x.com/SindhuReddy/status/2021930062405103866) 2026-02-12T12:51Z [---] followers, [---] engagements "@StockSavvyShay $NBIS Its a massive jump and you're spot onthe market often struggles to price in "power-in-the-ground" as quickly as its actually being secured. $CRWV $CIFR $IREN $WULF" [X Link](https://x.com/SindhuReddy/status/2021931669293608971) 2026-02-12T12:57Z [---] followers, [----] engagements "RIP to anyone who bought quantum stocks at the peak. Let's autopsy what went wrong: The hype: "Quantum + AI = infinite money" The reality: No revenue no profit no timeline to profitability $IONQ $RGTI $QUBT $QBTS - All basically science experiments trading like mature tech companies at peak valuations. What killed them: - Fed stopped cutting rates speculative growth dies - Reality check: commercial quantum is 5-10 years out minimum - Dilution: These companies BURN cash and issue shares to survive The technology might work eventually. But you don't buy lottery tickets at 50x fair value. The" [X Link](https://x.com/SindhuReddy/status/2021932047023984652) 2026-02-12T12:59Z [---] followers, [---] engagements "🚨 OPENAI JUST DEPLOYED CEREBRAS CHIPS FOR THE FIRST TIME HERE'S WHY OpenAI quietly went live with Cerebras-powered AI this week marking the first real deployment of their $10 billion partnership announced last month. This is OpenAI's big bet on speed over cost. 📊 THE BIG PICTURE $10+ BILLION deal signed January [----] rolling out through [----] [---] megawatts of Cerebras compute coming online in phases First deployment LIVE NOW: GPT-5.3-Codex-Spark coding assistant Claims 15X FASTER inference than traditional GPU systems Part of OpenAI's strategy to diversify beyond Nvidia (also signed AMD &" [X Link](https://x.com/anyuser/status/2022050971719995542) 2026-02-12T20:51Z [---] followers, [---] engagements "If the stock is crashing why doesn't Amazon just cut spending" They can't. The Existential Threat: If Amazon cuts AI spending to save the stock price today they risk falling behind $MSFT and $GOOGL permanently in the next computing era. The Trap: They are forced to spend $200B just to stay in the game even if Wall Street hates it. $AMZN https://twitter.com/i/web/status/2022362562185285904 https://twitter.com/i/web/status/2022362562185285904" [X Link](https://x.com/SindhuReddy/status/2022362562185285904) 2026-02-13T17:29Z [---] followers, [----] engagements "$SPY The wild part isn't just the revisions - it's the timing. - Fed held rates higher for longer based on "strong labor market" - If payrolls were overstated by 60k/month (Powell's own estimate) that's 720k/year - Real economy was weaker than the data suggested = policy was TOO TIGHT Here's what matters for your portfolio: Think of it like driving with a broken speedometer. The Fed thought the economy was doing 70mph so they kept the brakes on. Turns out we were only doing 40mph the whole time. IMPLICATIONS: - Rate cuts likely came later than needed - Services inflation (which the Fed" [X Link](https://x.com/SindhuReddy/status/2023143067969081354) 2026-02-15T21:11Z [---] followers, [----] engagements "🚨 $MU MICRON JUST DROPPED THE FIRST PCIe GEN6 SSD AND IT'S A REVENUE GAME-CHANGER Micron's [----] SSD just entered mass production making it the world's first PCIe Gen6 enterprise drive. This isn't just a tech flex it's a potential BILLION-DOLLAR catalyst for $MU's bottom line. 📊 THE PERFORMANCE LEAP Micron's [----] delivers numbers that put Gen5 drives to shame: - [--] GB/s sequential read (DOUBLE Gen5's [--] GB/s) - [--] GB/s write speeds (40% faster than Gen5) - [---] million random read IOPS (67% improvement) - Same 25W power envelope = 2X efficiency per watt Translation: Data centers get twice the" [X Link](https://x.com/SindhuReddy/status/2023160249570697270) 2026-02-15T22:19Z [---] followers, [---] engagements "@SenAshleyMoody The bill focuses on amending the National Voter Registration Act of [----] to require "conclusive relevant documentary proof of United States citizenship" for anyone registering to vote in federal elections" [X Link](https://x.com/SindhuReddy/status/2023173854437441805) 2026-02-15T23:13Z [---] followers, [---] engagements "Smart move by OpenAI this is about SPEED in the agent race. - OpenClaw went viral in just one month (launched Jan 2026) - Rather than build from scratch OpenAI acquires proven builder + tech - Steinberger said partnering with OpenAI is "the fastest way to bring this to everyone" The AI war is shifting from chatbots agents (AI that actually DOES things not just answers questions). Think of it like: ChatGPT tells you how to book a flight. OpenClaw actually books it for you. $NVDA $GOOGLE $MSFT $AMZN $META $OPENAI $XAI $ANTHROPIC https://twitter.com/i/web/status/2023376722159190149" [X Link](https://x.com/SindhuReddy/status/2023376722159190149) 2026-02-16T12:39Z [---] followers, [---] engagements "AWS didn't win by building the best apps - they won by owning the infrastructure and letting [----] companies build on top while Amazon takes 30% margin. Same playbook for AI. The compute layer IS the new oil refinery. Whoever controls it controls the economics of the entire stack above it. $AMZ $GOOGL $MSFT $META $ORCL $IREN $CIFR https://twitter.com/i/web/status/2023427823143198875 https://twitter.com/i/web/status/2023427823143198875" [X Link](https://x.com/SindhuReddy/status/2023427823143198875) 2026-02-16T16:02Z [---] followers, [---] engagements "China deploys first regulates later. The West regulates first deploys never. - Thousands of follow-home robots already working in Chinese markets - Meanwhile: US still arguing about sidewalk liability and ADA compliance Deployment speed IS the competitive advantage. $TSLA $BABA $SPY $QQQ https://twitter.com/i/web/status/2023442125208121375 https://twitter.com/i/web/status/2023442125208121375" [X Link](https://x.com/SindhuReddy/status/2023442125208121375) 2026-02-16T16:59Z [---] followers, [---] engagements "@BrianFeroldi $SPY $QQQ Cash is a position. Sitting on your hands when you're uncertain beats forcing a trade 100% of the time. FOMO kills more accounts than bad picks. $BTC $ETH" [X Link](https://x.com/SindhuReddy/status/2023447365588554202) 2026-02-16T17:20Z [---] followers, [--] engagements "@Barchart When the generals fall the army usually follows. Is this a healthy reset or something bigger Watching closely. 👀 $SPY $QQQ $MSFT $AMZN $META $GOOGL $AAPL $MU" [X Link](https://x.com/SindhuReddy/status/2023758657729819012) 2026-02-17T13:57Z [---] followers, [---] engagements "@StockMKTNewz $BTC The man bought the dip at $67K while others panicked. That's not reckless that's conviction. $MSTR $BMNR $ETH" [X Link](https://x.com/SindhuReddy/status/2023775675761520964) 2026-02-17T15:04Z [---] followers, [---] engagements "The $15K/$20K spread is extreme but what stands out to me is the behavior buying INTO the pullback below $5K. That's not a hail mary that's a hedge or a very informed directional bet. Could be tail risk protection for a large physical position. Either way when open interest surges like this volatility is coming. Doesn't have to be up. Stay nimble. 📊 $GLD $SLV #Gold #Options https://twitter.com/i/web/status/2023811162337358134 https://twitter.com/i/web/status/2023811162337358134" [X Link](https://x.com/SindhuReddy/status/2023811162337358134) 2026-02-17T17:25Z [---] followers, [----] engagements "Exactly right. Model quality is commoditizing fast. $META quietly built the largest captive audience on the planet and now it's the launchpad for agentic AI. The companies that own the interface own the monetization. This is why $META at any dip deserves serious attention. $GOOGL $MSFT $AAPLY $AMZN #META #AIAgents #BigTech https://twitter.com/i/web/status/2023812626212343859 https://twitter.com/i/web/status/2023812626212343859" [X Link](https://x.com/SindhuReddy/status/2023812626212343859) 2026-02-17T17:31Z [---] followers, [---] engagements "Forget the AI hype - the money is in the BORING stuff that makes AI physically possible - [----] TWh needed by [----] = 4x current datacenter power consumption - [---] TWh for new centers by [----] = enough to power [--] million homes - Every region is exploding: Europe +303% China +255% US +144% Wall Street is obsessed with who builds the best AI model. The smarter trade: who POWERS the datacenters running those models You need natural gas plants nuclear reactors transmission lines substations transformers. The unglamorous infrastructure that nobody talks about but EVERYONE needs. $NVDA gets the" [X Link](https://x.com/SindhuReddy/status/2023440285129195700) 2026-02-16T16:52Z [---] followers, [---] engagements "You bought "diversified alternatives" and got leveraged software exposure with a 2-and-20 fee structure. $APO $BX $KKR moving in lockstep with $IGV because their portfolios ARE software. Private equity was just Nasdaq with extra steps and worse liquidity. That correlation breaks when software multiples compress. Then you find out what "alternative" really means. $SPY $QQQ $PLTR https://twitter.com/i/web/status/2023444807364788691 https://twitter.com/i/web/status/2023444807364788691" [X Link](https://x.com/SindhuReddy/status/2023444807364788691) 2026-02-16T17:10Z [---] followers, [----] engagements "@StockSavvyShay Its not just about the hardware anymoreits the vertical integration. If theyre accelerating past Blackwell/Rubin this fast the software moat and CUDA ecosystem are clearly giving them the confidence to ship at a breakneck pace. $NVDA" [X Link](https://x.com/SindhuReddy/status/2024088801060978705) 2026-02-18T11:49Z [---] followers, [----] engagements "End of an absolute masterclass. Seeing him trim Apple and Amazon in his final quarter while adding a classic brand like the New York Times ($NYT) is peak Buffett. He went out exactly how he started: looking for value where others see 'toast.' Greg Abel has some massive shoes to fill. 🎩 $BRK.B $SPY $QQQ https://twitter.com/i/web/status/2024128257868603808 https://twitter.com/i/web/status/2024128257868603808" [X Link](https://x.com/SindhuReddy/status/2024128257868603808) 2026-02-18T14:25Z [---] followers, [---] engagements "Fear is loud. Opportunity is quiet. The best returns aren't made when conviction is popular they're made when it's uncomfortable to even open your app. When markets are panicking: - Liquidity is forced out - Weak hands sell at any price - Correlations spike - Risk gets mispriced That's when positioning matters. You don't buy because it feels good. You buy because you planned for this moment size controlled levels defined risk understood. By the time headlines turn bullish positioning is already crowded and the asymmetry is gone. Markets reward preparation not reactions. Fear is the signal." [X Link](https://x.com/SindhuReddy/status/2019524362550845448) 2026-02-05T21:31Z [---] followers, [----] engagements "@WatcherGuru Investors were hedging against a messy coalition but a supermajority gives her legislative "god mode" to pass the $135B stimulus package and defense modernization without friction. $NK $NI225 $SPY" [X Link](https://x.com/SindhuReddy/status/2020662467165343838) 2026-02-09T00:54Z [---] followers, [----] engagements "@NoLimitGains Interesting rotation play into $NTR. The value vs replacement cost gap is real" [X Link](https://x.com/SindhuReddy/status/2021631515688632324) 2026-02-11T17:04Z [---] followers, 11.8K engagements "$GOOGL [--] BILLION tokens per minute through their API = massive enterprise adoption. 750M monthly users for Gemini App = they're competitive with ChatGPT's scale. The narrative that $GOOG is "losing AI" was always overblown. They have distribution (Search Android Workspace) that OpenAI can't match. This is validation that Google is monetizing AI not just burning cash on it. https://twitter.com/i/web/status/2021636563285774715 https://twitter.com/i/web/status/2021636563285774715" [X Link](https://x.com/SindhuReddy/status/2021636563285774715) 2026-02-11T17:24Z [---] followers, [----] engagements "The LegalZoom Blockbuster comparison is spot on. Here's why: "Agentic AI" = AI that takes ACTION not just gives advice Think of it like this: - Current AI: "Here's how to incorporate your business" (helpful) - Agentic AI: "Your LLC is filed here's the confirmation" (DONE) Services that charge you to fill out forms or do basic tasks Toast. Betting against this is like betting against e-commerce in [----]. The trend is clear 📈 $TSLA $PLTR $GOOGL $AMZN $NVDA" [X Link](https://x.com/SindhuReddy/status/2021872152253722628) 2026-02-12T09:01Z [---] followers, [--] engagements "@KobeissiLetter $SPY $QQQ China was a huge customer at the Treasury bond auction every month. Now they're not just NOT buying - they're SELLING what they already own" [X Link](https://x.com/SindhuReddy/status/2021914067812626664) 2026-02-12T11:47Z [---] followers, [--] engagements "Regulatory headline risk for $AAPL but let's zoom out on what this actually means. The consumer protection angle: If you advertise a product as unbiased/neutral but it's curated to favor one perspective (ANY perspective) that could be deceptive marketing under FTC rules. Why investors should care: - Apple News is a tiny revenue driver this isn't material to earnings - BUT: Sets precedent for how content curation gets regulated - Could force transparency on ALL algorithm-driven feeds (search social news) The bigger picture: This is part of a wider regulatory push on big tech content moderation" [X Link](https://x.com/SindhuReddy/status/2021935066931225004) 2026-02-12T13:11Z [---] followers, [---] engagements "From [--] to [--] data centers in a year is INSANE capital deployment for $NBIS. Breaking it down: - Data centers = physical buildings packed with AI GPUs - More centers = more compute they can sell to AI companies - They're betting demand for AI training/inference stays strong Why this matters: Building data centers takes 12-18 months. $NBIS is front-running demand they expect in late 2026+. The investment question: Are they visionary or reckless ✓ Visionary if AI compute stays scarce (pricing power = margins) ✗ Reckless if demand softens (empty data centers = pure cash burn) Right now the market" [X Link](https://x.com/SindhuReddy/status/2021938589882626065) 2026-02-12T13:25Z [---] followers, [---] engagements "🚨 $CRDO CREDO JUST CRUSHED GUIDANCE BY 20% BUT THE STOCK IS DOWN 45% FROM HIGHS Here's the massive disconnect Wall Street is missing 📊 THE NUMBERS THAT DON'T LIE On Feb [--] Credo dropped preliminary Q3 results that absolutely BLEW AWAY expectations: - Q3 Revenue: $404M-$408M - Previous guidance: $335M-$345M - Beat their OWN guidance by 20% - Full-year growth: Now 200% YoY (up from 170%) Yet the stock hit a low of $117 down 45%+ from its $213.80 high just months ago. ⚡ THE BUSINESS IS EXPLODING Q2 FY2026 (reported Dec 2025): - Revenue: $268M (up 272% YoY) - Gross margin: 67.7% - Net margin:" [X Link](https://x.com/SindhuReddy/status/2022348702803796475) 2026-02-13T16:34Z [---] followers, [---] engagements "🚨 $BTC SMART MONEY IS LOADING UP WHILE EVERYONE ELSE IS PANICKING While retail investors are hitting the panic button Bitcoin whales are making their biggest moves in years. Here's what the data is screaming at us right now. 📊 THE BIG PICTURE - Bitcoin just bounced back to $70000 after touching $60062 on Feb [--] - That was a BRUTAL 52% crash from the October [----] high of $126000 - But here's the twist: This might be the buying opportunity of the year The market looks terrifying right now. But the data is telling a completely different story than the headlines. 🐋 WHALE WATCH: THE $4 BILLION" [X Link](https://x.com/SindhuReddy/status/2023195391542341760) 2026-02-16T00:39Z [---] followers, [--] engagements "$SPY $QQQ High short interest automatic squeeze. You need a CATALYST to force covering. - $XLK at 1.8% is elevated BUT still tiny compared to meme stock squeezes (GME hit 140%) - $IGV at 19% is legitimately high THIS is where squeeze potential lives - $MSFT/$CRM levels are notable but not explosive What creates the squeeze: [--]. Unexpected positive catalyst (earnings beat Fed pivot China trade deal) [--]. Shorts capitulate simultaneously [--]. Low liquidity amplifies the move The problem: shorts are here for a REASON tech valuations are stretched growth is slowing and AI spend ROI is getting" [X Link](https://x.com/SindhuReddy/status/2023407135875269093) 2026-02-16T14:40Z [---] followers, [----] engagements "$GLD just wrote the playbook and $XLE is reading it right now - Gold: Completed the full cycle broke above [-----] extension parabolic move to $237 - Energy: Following IDENTICAL pattern still at $54 vs $75 target - That's 38% upside if Energy follows the same script Think of it like watching a sequel where you already know the plot twist. Gold showed us what happens when these multi-year cycles complete. Energy is at the same spot Gold was before its breakout. The question isn't IF energy follows - it's WHEN. $SPY $QQQ Hey Ive seen this movie before. $XLE $GLD https://t.co/Ty5lfM2rJo Hey Ive" [X Link](https://x.com/anyuser/status/2023428406923452886) 2026-02-16T16:05Z [---] followers, [---] engagements "The smartest money grab in tech: build the toll booth BEFORE the traffic shows up - $MSFT $GOOGL $AMZN $META aren't just building AI models - they're building the INFRASTRUCTURE that all AI runs on - Platform economics = you own 0% of the apps but capture margin on 100% of the workloads - Current spend: $650B+ on chips datacenters networking power Here's why this matters: Nobody remembers who built the best app on AWS. But Amazon captures economics on ALL of them. AI infrastructure is the same game. Own the compute own the economics. Let everyone else build the fancy stuff on top while you" [X Link](https://x.com/anyuser/status/2023429916679950413) 2026-02-16T16:11Z [---] followers, [---] engagements "This is what forced liquidation looks likeand it has NOTHING to do with fundamentals. - Cresco dumping $28.8B across [--] ETFs in coordinated filings - BCPE Watson selling $2.2B of $COHR in one block - Wilhelmsen unloading $639M of $RCL This isnt investors losing confidencethis is a margin call or fund redemption creating a plumbing crisis. Think of it like a fire sale at a house auction. The house isnt worthlessthe seller just HAS to sell TODAY regardless of price. When you see this pattern (massive size multiple securities same-day filings) its collateral liquidation. The market has to absorb" [X Link](https://x.com/SindhuReddy/status/2023435713413333328) 2026-02-16T16:34Z [---] followers, [----] engagements "$SPY $QQQ Market crash or opportunity Depends if you're the one being forced to sell or the one with dry powder - $28.8B in ETF sales from ONE holder = forced liquidation event - $COHR seeing $2.2B block sale $RCL getting hit with $639M dump - This is coordinated distress selling not organic price discovery Here's the thing: When someone HAS to sell (margin call redemptions covenant breach) they don't care about fair value. They care about getting OUT. That creates mispricing. The shares don't become less valuable - they just get cheaper because there's a forced seller and not enough natural" [X Link](https://x.com/anyuser/status/2023438725091307719) 2026-02-16T16:46Z [---] followers, [---] engagements "@TrendSpider Everyone's buying $NVDA for the AI picks. Nobody's buying $XLE for the power bill. Datacenters don't run on hype - they run on electrons" [X Link](https://x.com/SindhuReddy/status/2023442843499688318) 2026-02-16T17:02Z [---] followers, [---] engagements "@patientinvestor The 3-5x plays are bets on secular trends. The 10x+ plays are bets on flawless execution by companies that haven't proven they can execute yet. $SPY $QQQ $PLTR $AVGO $APP $ASTS" [X Link](https://x.com/SindhuReddy/status/2023445377140031924) 2026-02-16T17:12Z [---] followers, [---] engagements "🚨 PLOT TWIST: While America Stumbles Britain's Breaking Records The FTSE [---] just smashed through [-----] points an ALL-TIME HIGH while US tech investors are licking their wounds. Here's the market divergence nobody saw coming. 📊 THE SCOREBOARD FTSE 100: +3% YTD (hitting record highs weekly) $SPY (S&P 500): -0.02% YTD (basically flat) $QQQ (Nasdaq 100): -2.02% YTD (DOWN) The UK index CRUSHED it in [----] too up 21.5% versus the S&P's 17.7%. And [----] Same story continues. 🤖 WHY THIS IS HAPPENING **The AI Bill Has Come Due** Big Tech is hemorrhaging cash on AI infrastructure. Expected to spend" [X Link](https://x.com/anyuser/status/2023513924520526198) 2026-02-16T21:44Z [---] followers, [---] engagements "@WallStreetMav The bottleneck wont be making movies itll be making something worth watching in a world where everyone can generate a blockbuster on demand. $DIS $NFLX" [X Link](https://x.com/SindhuReddy/status/2023515335111176404) 2026-02-16T21:50Z [---] followers, [----] engagements "🚨 EVERYONE IS TALKING ABOUT GPU SHORTAGES. NOBODY IS TALKING ABOUT THE REAL BOTTLENECK. While Wall Street obsesses over GPUs a new research paper just exposed something that changes the entire AI infrastructure equation. 📊 THE BIG PICTURE A joint study from Georgia Tech and Intel ($INTC) tested five real-world AI agent workloads and found something shocking: CPUs not GPUs can eat up to 90.6% of total response time in agentic AI tasks The culprit Tool calls web searches memory lookups and orchestration all handled by the CPU not the GPU Even your GPU can sit IDLE while the CPU plays catch-up" [X Link](https://x.com/anyuser/status/2023856671471071708) 2026-02-17T20:26Z [---] followers, [--] engagements "🤖 THE DECADE OF THE ROBOT IS HERE AND IT'S A $1 TRILLION OPPORTUNITY Barclays just dropped a massive prediction: AI-powered robots and autonomous machines could become a $1 TRILLION market by [----]. That's not sci-fi. That's [--] years away. 📊 THE BIG PICTURE Barclays projects the AI robotics market reaches $1 TRILLION by [----] Nearly [---] public companies stand to benefit Amazon already operates OVER [--] MILLION robots in its fulfillment centers Three main drivers: autonomous vehicles drones and humanoid robots China currently leads the world in robot deployment 🧠 WHY THIS IS HAPPENING Think of" [X Link](https://x.com/anyuser/status/2023857922967540137) 2026-02-17T20:31Z [---] followers, [--] engagements "☕ COFFEE PRICES JUST CRASHED BELOW $3 FOR FIRST TIME SINCE AUGUST Your morning cup just got cheaper to make but what does that mean for your coffee stocks 📊 THE BIG PICTURE Coffee futures plunged to [---] cents/lb ($2.96) on Feb. [--] That's the lowest level since early August [----] DOWN 11% in just FIVE trading sessions Over the past [--] months coffee is now down 21% Speculators yanked $2.7 BILLION out of coffee futures the biggest investment exit in agricultural markets this year 🌧 WHY THIS IS HAPPENING Brazil the world's largest coffee producer is expected to harvest a RECORD crop in 2026/27." [X Link](https://x.com/SindhuReddy/status/2023864886602735949) 2026-02-17T20:59Z [---] followers, [--] engagements "🚨 APPLE JUST REVEALED ITS BIGGEST BET ON AI HARDWARE Apple is building THREE new AI-powered wearables and they could completely change how you interact with your iPhone. 📊 THE BIG PICTURE Smart Glasses competing directly with Meta Ray-Bans Dual cameras no display built-in mic + speakers Production could begin as early as DECEMBER [----] Target launch: [----] AI Pendant think of it as a tiny always-on camera you wear AirTag-sized clips to your shirt or hangs as a necklace Relies on iPhone for processing (not a standalone device) Possible launch as early as LATE [----] Camera AirPods the most" [X Link](https://x.com/SindhuReddy/status/2023871780985655788) 2026-02-17T21:26Z [---] followers, [--] engagements "🚨 ROBINHOOD JUST BROKE OPEN WALL STREET'S MOST EXCLUSIVE CLUB For decades the hottest investments the ones that turned early backers into billionaires were completely off-limits to regular people. Robinhood just changed that. 📊 THE BIG PICTURE $HOOD just announced the Robinhood Ventures Fund I ($RVI) a publicly traded fund that lets ANYONE invest in elite private companies before they go public. $1 BILLION IPO launching on the NYSE in the coming weeks Expected IPO price: $25/share Current portfolio: Databricks Ramp Revolut Oura Stripe (pending) + more Zero accreditation requirements no" [X Link](https://x.com/SindhuReddy/status/2023875190036586910) 2026-02-17T21:40Z [---] followers, [--] engagements "🚨 NVIDIA JUST LANDED ITS BIGGEST CUSTOMER DEAL EVER Meta and NVIDIA just announced a MASSIVE multiyear multigenerational partnership and the numbers are staggering. $META is going all-in on $NVDA's full AI stack to power AI for BILLIONS of users worldwide. 📊 THE BIG PICTURE Meta will deploy MILLIONS of NVIDIA Blackwell & Rubin GPUs First-ever large-scale Grace CPU-only deployment (no GPU needed) Spectrum-X Ethernet networking across Meta's entire infrastructure NVIDIA Confidential Computing deployed for WhatsApp privacy Deal expected to contribute TENS OF BILLIONS to NVIDIA's bottom line" [X Link](https://x.com/anyuser/status/2023880137776001053) 2026-02-17T22:00Z [---] followers, [---] engagements "🚨 NVIDIA JUST DUMPED $APLD AND THE STOCK IS GETTING CRUSHED AFTER HOURS Everyone knew NVIDIA as $APLD's biggest fan. Today they officially broke up. 📊 THE BIG PICTURE NVIDIA just filed its quarterly "13F" report think of it like a report card that shows which stocks a big company bought or sold over the past [--] months. The verdict for $APLD SOLD. Completely out. And the market isn't happy: $APLD dropped 10% AFTER HOURS on the news $APLD had been one of the hottest AI stocks of [----] up 238% last year NVIDIA's exit comes after it originally invested $63M in APLD back in [----] 🤖 WHY THIS" [X Link](https://x.com/SindhuReddy/status/2023884291143311712) 2026-02-17T22:16Z [---] followers, [---] engagements "@KobeissiLetter The market doesn't care about Q4 '25 earnings; it cares about Q4 '27/30 relevance. Investors are aggressively discounting the terminal value of any company that looks like 'legacy' compute or labor. We are watching a real-time repricing of obsolescence. $NVDA $META $PLTR" [X Link](https://x.com/SindhuReddy/status/2023891930053312541) 2026-02-17T22:46Z [---] followers, [---] engagements "Please be specific on what data point was misleading in my post" [X Link](https://x.com/SindhuReddy/status/2023894996126957775) 2026-02-17T22:59Z [---] followers, [--] engagements "🌋 GOOGLE JUST MADE A MAJOR BET ON EARTH'S HEAT TO POWER ITS AI DATA CENTERS AI is hungry. Like REALLY hungry for power. And Google just found a clever way to feed it from miles underground. 📊 THE BIG PICTURE $GOOG (Alphabet/Google) signed a deal with Ormat Technologies ($ORA) for UP TO [---] MEGAWATTS of geothermal power in Nevada The power runs through Nevada utility NV Energy (owned by Warren Buffett's Berkshire Hathaway) Projects come online between [----] and [----] Contract runs [--] YEARS beyond the final project's completion date Still needs regulatory approval from Nevada's utility" [X Link](https://x.com/SindhuReddy/status/2024007886217593302) 2026-02-18T06:27Z [---] followers, [--] engagements "🤖 PALANTIR IS PRINTING MONEY AND JUST GETTING STARTED While the stock has been volatile lately the business fundamentals tell a completely different story. $PLTR just dropped its best earnings in company history and the numbers are hard to argue with. 📊 THE BIG PICTURE FY [----] Revenue: $4.48B up 56% from the year before Q4 [----] Revenue: $1.41B crushed Wall Street's $1.33B estimate Revenue growth vs. a year ago: UP 70% in a single quarter Net Income: $608M in [----] vs just $79M the year prior EPS: $0.25 beat analyst expectations of $0.23 CEO Alex Karp called it "indisputably the best results" [X Link](https://x.com/SindhuReddy/status/2024015113527656919) 2026-02-18T06:56Z [---] followers, [--] engagements "🚨 THE U.S. IS BORROWING ITSELF INTO A CORNER The Congressional Budget Office just dropped its 10-year forecast. The numbers are staggering. 📊 THE BIG PICTURE - US debt is projected to hit $56 TRILLION by [----] (from $30 trillion today) - Annual deficits grow from $1.9T in [----] $3.1T by [----] - That's roughly $2.3 TRILLION in new debt. Every single year. - Interest costs DOUBLE from $1T today to $2.1T by [----] - Debt as a % of the economy rises from 100% 120% of GDP (the highest level in US history ever) 🤔 WHY THIS IS HAPPENING Think of the federal budget like a household that spends way more" [X Link](https://x.com/SindhuReddy/status/2024064095897465094) 2026-02-18T10:11Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SindhuReddy Sindhu Reddy
Sindhu Reddy posts on X about ai, $spy, $qqq, $googl the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
Mentions: [--] #
Followers: [---] #
CreatorRank: [-------] #
Social Influence
Social category influence stocks 82.49% technology brands 46.08% finance 37.33% automotive brands 9.68% cryptocurrencies 7.83% countries 5.99% celebrities 3.23% exchanges 1.84% currencies 1.38% financial services 0.92%
Social topic influence ai 27.65%, $spy #406, $qqq #199, $googl #3895, $nvda #727, meta 13.36%, $msft #181, $amzn #235, $meta #252, $tsla #499
Top accounts mentioned or mentioned by @stocksavvyshay @kobeissiletter @deitaone @aakashgupta @unusualwhales @thetechinvest @zerohedge @nolimitgains @aleabitoreddit @barchart @moninvestor @mrderivatives @watcherguru @elonmusk @amitisinvesting @trendspider @bulltheoryio @wallstreetmav @cnbc @iamtomnash
Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Metadium (META) Tesla, Inc. (TSLA) Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) Iris Energy Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) SPDR GOLD ETF (GLD) Bitcoin (BTC) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Robinhood Markets, Inc. (HOOD) Sandisk Corporation (SNDK) Ethereum (ETH) Netflix Inc (NFLX) SideShift (XAI) TeraWulf Inc. (WULF) Strategy (MSTR) BITMINE IMMERSION TECH (BMNR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Credo Technology Group Holding Ltd (CRDO) Oracle Corporation (ORCL) Alibaba Group (BABA) Western Digital Corp (WDC) Vertiv Holdings Co (VRT)
Top Social Posts
Top posts by engagements in the last [--] hours
"@NoLimitGains The revenge of the trades. ⚡ If your job requires a keyboard youre competing with an algorithm. If it requires a tool belt youre competing with nobody but yourself. $TSLA $GOOGL $META $ANTHROPIC $OPENAI"
X Link 2026-02-18T09:42Z [---] followers, [---] engagements
"@dannycheng2022 $SNDK $1k is possible if the NAND shortage extends through [----] but people are chasing a 1400%+ run at ATHs. Risk/reward isn't great herewait for a pullback or play $MU/$WDC for similar exposure with less technical risk. No short only long on dips"
X Link 2026-02-04T06:47Z [---] followers, [----] engagements
"Spot on. Theres a strange ego trap in trying to 'save' a broken stock when you could just ride the coattails of the most profitable companies in history. Chilling in the HBM (High Bandwidth Memory) leaders like SK Hynix $MU $SNDK is basically just a bet on the physics of AIway higher probability than a software turnaround. $NVDA $AMD $MSFT https://twitter.com/i/web/status/2018973811782111469 https://twitter.com/i/web/status/2018973811782111469"
X Link 2026-02-04T09:04Z [---] followers, [----] engagements
"@aleabitoreddit Mediateks role is underappreciated. Hyperscaler capex at this scale doesnt get deployed without multiple silicon partners. Even partial TPU participation validates their DC ASIC ambitions especially as customers diversify away from single-vendor risk. $GOOGL $MSFT $META $AMZN"
X Link 2026-02-05T00:18Z [---] followers, [---] engagements
"Quick take on EM record inflows: $20.6B is impressive but here's the REAL signal: $IEMG alone took $8.9B (43% of total) That's PASSIVE index buying not active selection. What this tells us: Retail/institutional using broad baskets for "diversification" Not discriminating between quality EM vs junk Rising tide lifting all boats (for now) The opportunity SELECTIVE country/sector exposure What specific country/sector are you watching INDIA NIFTY100 CHINA Tech $INDIA $FXC https://twitter.com/i/web/status/2019358265373606163 https://twitter.com/i/web/status/2019358265373606163"
X Link 2026-02-05T10:31Z [---] followers, [----] engagements
"@DividendTalks The real question isn't "which has most upside" - it's "which has the strongest earnings floor if things go wrong" $NVDA $AVGO $MRVL $META $V $MA"
X Link 2026-02-05T11:29Z [---] followers, [---] engagements
"@Barchart Its essentially a "double whammy" of unexpected supply and a sudden fear that the AI-driven demand isn't coming as fast as we thought. $OKLO $SMR"
X Link 2026-02-05T12:59Z [---] followers, [----] engagements
"POWER GRID BOTTLENECK = AI INFRASTRUCTURE OPPORTUNITY $VRT $ETN $PWR The grid backbone enabling AI datacenter buildout. THE SETUP: Datacenters require massive power. US grid capacity is the limiting factor for AI expansion not chip supply. $VRT (Vertiv): Datacenter cooling & power management - Guidance: High-teens revenue growth - Margin expansion story as scale increases - Direct beneficiary of every new AI datacenter $ETN (Eaton): Electrical infrastructure - Power distribution for datacenters - Backlog building as hyperscalers secure power capacity - Trading at reasonable multiples vs"
X Link 2026-02-05T16:58Z [---] followers, [---] engagements
"@BullTheoryio While the Dollar has bled currencies like the Euro ($1.20+) and Sterling ($1.38) have hit their strongest levels in nearly four or five years. $DXY $GBPUSD $EURUSD"
X Link 2026-02-05T17:30Z [---] followers, [---] engagements
"$AMZA By guiding to $200 billion in capital expenditures for [----] Andy Jassy essentially doubled down on the AI arms race blowing past the Street's "high-end" fear of $145B$150B. In today's market "spending for the future" has officially shifted from a bullish signal of confidence to a bearish drain on free cash flow (FCF). https://twitter.com/i/web/status/2019522042450612457 https://twitter.com/i/web/status/2019522042450612457"
X Link 2026-02-05T21:22Z [---] followers, [----] engagements
"$BTC $MSTR Bitcoins slide to $60K this week triggered a massive de-leveraging event. $MSTR (Strategy Inc.) got hit even harder falling -17% on Thursday alone to hit a new 52-week low. With Michael Saylors average cost $75K the market is panicking now that his entire treasury is officially underwater. $ETH $BMNR https://twitter.com/i/web/status/2019683384721650141 https://twitter.com/i/web/status/2019683384721650141"
X Link 2026-02-06T08:03Z [---] followers, [---] engagements
"@moninvestor $IREN If the stock "goes green" its likely because the market has pivoted from the headline loss to the massive growth in their AI business BULLISH $CIFR $GOOGL $AMZN"
X Link 2026-02-06T09:41Z [---] followers, [----] engagements
"@StockSavvyShay @fiscal_ai $AMZN $NFLX $TTD Investors have been treating Amazon as a "Retailer" that happens to have a "Cloud" business. They haven't fully priced in the fact that it has become an Ad-Tech and Infrastructure company that happens to have a "Store.""
X Link 2026-02-06T14:05Z [---] followers, [---] engagements
"@Mr_Derivatives With $BULL (Webull) currently sitting at roughly $3 billion market capnearly a 90% drop from its highs last yearand $HOOD holding steady around $70-80 billion Robinhood could practically buy them with the cash they have under their couch cushions"
X Link 2026-02-06T14:28Z [---] followers, [----] engagements
"📊 BIG TECH CAPEX EXPLOSION 📊 [----] 2026E: Google: $25B $185B 640% Amazon: $15B $200B 1233% Microsoft: $15B $117B 679% Meta: $15B $135B 800% Total: $637 BILLION annually Where does this flow Into AI infrastructure bottlenecks: 🔸 Memory & Storage 🔸 Networking (400G1.6T) 🔸 Power & Grid 🔸 Semiconductor Tools 🔸 Cooling Systems These sectors have MULTI-YEAR contracted revenue visibility now While traders chase momentum in hyperscalers smart money is accumulating the infrastructure plays that make this buildout possible 💎 Not financial advice. High risk. DYOR. Credit: @LeverageShares"
X Link 2026-02-06T16:18Z [---] followers, [---] engagements
"@moninvestor $ONDS is transforming into a scaled defense powerhouse with management recently hiking [----] revenue guidance by 25% to $170M$180M following a massive 180% surge in backlog"
X Link 2026-02-06T16:35Z [---] followers, [---] engagements
"$ETOR AUM figure is the real kicker. Growing Assets Under Administration by 76% Y/Y to $20.8B (as of Q3) isn't just "growing"it's scaling. That suggests they are successfully moving from a "churn-and-burn" retail trading app to a legitimate wealth management platform where people actually keep their money. https://twitter.com/i/web/status/2019842126779994166 https://twitter.com/i/web/status/2019842126779994166"
X Link 2026-02-06T18:34Z [---] followers, [---] engagements
"$IREN $CIFR $NBIS $CRWV Weve moved from a "chip shortage" to a "capacity drought." The Big Tech hyperscalers have essentially "onshored" almost all available GPU supply for their own internal models. Their combined $650 billion+ Capex plans for [----] act as a giant vacuum sucking the air out of the public cloud market. $META $AMZN $GOOGL $MSFT https://twitter.com/i/web/status/2019854312252338328 https://twitter.com/i/web/status/2019854312252338328"
X Link 2026-02-06T19:22Z [---] followers, [----] engagements
"The most underrated AI stock right now $TER 🧵 Up 165% in [--] months and somehow still flying under the radar. Let me explain why this semiconductor testing company might be one of the smartest AI plays nobody's talking about: Here's the thing everyone forgets about AI chips: Before $NVDA $AMD or $AVGO can ship a single chip it has to pass rigorous testing. $TER makes the equipment that does that testing. Literally every AI chip in production goes through their machines. They reported Q4 earnings in FEB and absolutely crushed it: Beat earnings expectations by 30%. Revenue came in at $1.08B."
X Link 2026-02-06T22:25Z [---] followers, [----] engagements
"@DeItaone Smart pivot. Moon missions = NASA contracts proven revenue and shorter feedback loops to iterate Starship. Mars is the vision but the Moon pays the bills and validates the tech. Build capabilities then aim for Mars when it's de-risked. $TSLA $SPACEX"
X Link 2026-02-07T00:07Z [---] followers, [----] engagements
"@KobeissiLetter Appreciate you sharing this Though to be fair 30M might be initial public funding - private sector and EU partnerships could add more. Still the comparison shows how massive the AI economy has become. $NVDA"
X Link 2026-02-07T00:57Z [---] followers, [---] engagements
"@charliebilello Appreciate the data. The cooling narrative is one thing but 961k more unemployed than openings is flashing yellow. Feds paying attention to this. $SPY"
X Link 2026-02-07T01:24Z [---] followers, [---] engagements
"@aleabitoreddit Appreciate the early breakdown. Finding actual supply chain bottlenecks before the consensus is where the real alpha is. $AXTI $MU"
X Link 2026-02-07T01:32Z [---] followers, [----] engagements
"@aakashgupta Appreciate this breakdown 🙏 The 45% OpenAI backlog dependency is the buried lede. Google owns their stack Microsoft is a high-margin distributor with $150B capex exposure. Thats not a moat - its a liability waiting to reprice. $GOOGL $MSFT $OPENAI"
X Link 2026-02-07T08:17Z [---] followers, [---] engagements
"@aakashgupta Selling a $980M gigafactory for $100 is the perfect metaphor. They didnt fail at EVs - they failed at commitment. $BYD losing money while outspending on R&D vs. Detroit cutting engineers to save costs tells you whos playing the long game"
X Link 2026-02-07T08:26Z [---] followers, [---] engagements
"@aakashgupta The market is pricing WMT like a tech stock because its becoming one - ad revenue growing 30%+ e-commerce scaled and its the only retailer that actually beat Amazon at omnichannel. Defensive moat + growth optionality = paying 40x for groceries $WMT $AMZN"
X Link 2026-02-07T09:08Z [---] followers, [----] engagements
"@akshaymarch7 Love this take. AI doesnt own consequences is the line that matters. Speed without accountability just means you ship technical debt faster. Judgment and responsibility cant be automated $OPENAI $AMZN"
X Link 2026-02-07T09:21Z [---] followers, [---] engagements
"@WatcherGuru $GLD $BTC Thanks for sharing. US strategic reserve buying at $60k would be massive validation. Though usually those moves leak through official channels not Cramer tips"
X Link 2026-02-07T17:19Z [---] followers, [---] engagements
"@KobeissiLetter Great breakdown of the data. [--] consecutive months of inflows plus record miner ETF demand shows this isnt just momentum tradingtheres real conviction building here. $GLD $SLV"
X Link 2026-02-07T20:31Z [---] followers, [---] engagements
"🚀 BULLISH $AMZN AWS Growth Engine Accelerating The data tells a compelling story: 📊 AWS Revenue: $25.7B $128.7B (20182025) - 401.8% total growth - 25.9% CAGR consistently strong 🔥 RPO (1-year contracts): $19.3B $244B (20182025) - 1164% total growth - 43.6% CAGR THIS IS THE KEY Why RPO matters: RPO = contracted future revenue already locked in. It is growing [---] faster than current revenue (43.6% vs. 25.9%). ✅ Massive enterprise commitments to AWS ✅ Multi-year contracts creating revenue visibility ✅ Accelerating growth trajectory ahead ✅ $244B RPO vs. $129B revenue = nearly [--] years of"
X Link 2026-02-08T22:25Z [---] followers, [---] engagements
"@bindureddy This is a real step forward but the leap from can build to can maintain in production is where most systems break. Still the direction is undeniable. $GOOGL $ANTHROPIC $OPENAI $TSLA"
X Link 2026-02-08T22:30Z [---] followers, [---] engagements
"@WatcherGuru @BTCPrice The "Crypto Winter 2026" narrative lasted all of about three days. If we flip $72K into support $80K becomes the next logical magnet. $BTC $ETH $MSTR $BMNR"
X Link 2026-02-08T23:25Z [---] followers, [----] engagements
"@SawyerMerritt Moon First is officially the new "Mars First." 🌕🚀 $SPACEX $TSLA"
X Link 2026-02-08T23:57Z [---] followers, [---] engagements
"@KobeissiLetter The CME's aggressive 36% margin hike was designed to break the momentum but it only created a temporary liquidity vacuum. $GLD $SLV"
X Link 2026-02-09T00:28Z [---] followers, [---] engagements
"@elonmusk The biggest shift right now is Direct to Cell. Were no longer just talking about a dish on your roof; were talking about 5G connectivity directly to your unmodified phone from space. The "dead zone" is officially an endangered species. $SPACEX $TSLA"
X Link 2026-02-09T00:29Z [---] followers, [---] engagements
"When Japanthe world's largest creditor nationstarts offering 3.6% on its long bond the global "liquidity vacuum" begins. For decades Japanese investors were forced to buy US Treasuries and stocks because their own bonds paid zero. That "forced export" of capital is now reversing in real-time. $NK $SPY $QQQ https://twitter.com/i/web/status/2020665947489522042 https://twitter.com/i/web/status/2020665947489522042"
X Link 2026-02-09T01:07Z [---] followers, [----] engagements
"@DeItaone The reported $3 billion to $3.5 billion deal isn't just a loan; its a high-conviction bet on the physical backbone of Elon Musks AI ambitions. $TSLA $XAI $SPY $NVDA"
X Link 2026-02-09T14:07Z [---] followers, [---] engagements
"@elonmusk Grok is officially in hyper-growth mode. 43% MoM download surge and 62M active users before Grok [----] even drops The speed of adoption is outpacing almost every other AI tool on the market right now. The 'xAI + SpaceX' synergy is clearly starting to pay off. 🚀 #Grok #xAI"
X Link 2026-02-09T14:40Z [---] followers, [--] engagements
"@StockSavvyShay $AMZ The 'overbuilding' myth dies here. $GOOGL $MSFT $META $NVDA"
X Link 2026-02-09T14:53Z [---] followers, [---] engagements
"@WallStreetMav The logic here is sound: when a commodity price outpaces production costs as aggressively as silver has over the last year the operating leverage for producers becomes a mathematical powerhouse. $SLV $GLD $SPY $QQQ"
X Link 2026-02-09T17:54Z [---] followers, [----] engagements
"@DeItaone Central banks have been on a buying spree absorbing roughly 26% of annual mine output (approx. [---] tonnes) this year. If the "Fiscal Dominance" leads to a US debt crisis sovereign nations will prioritize gold reserves over foreign currency holdings. $GLD $SLV $SPY $QQQ"
X Link 2026-02-09T18:02Z [---] followers, [----] engagements
"@StockSavvyShay $MU Micron confirmed last week that their entire [----] HBM capacity is already committed. Even if they aren't the primary on the first Rubin chips they have locked-in demand from other hyperscalers (like Amazon and Google) who are desperate for HBM4. $AMZN $GOOGL $NVDA $AMD"
X Link 2026-02-09T18:11Z [---] followers, [----] engagements
"@unusual_whales Alphabet is transitioning from an "asset-light" software company to an "asset-heavy" infrastructure giant. $GOOGL $AMZN $SPY $QQQ"
X Link 2026-02-09T18:59Z [---] followers, [----] engagements
"@DeItaone Moving toward the "Google Search" modelmassive scale subsidized by targeted ads. $OPENAI $GOOGL"
X Link 2026-02-09T19:08Z [---] followers, [---] engagements
"🎯 THURSDAY DIP FRIDAY RIP MONDAY CONTINUATION 🚀 Bought the bloodbath on Thursday when everyone was panicking: $AMZN $MSFT $PLTR $MU $CIFR $IREN 💎 THE SETUP Tech got NUKED on Thursday: - Nasdaq -1.5% (worst 3-day slide since April) - $1.5T in market cap evaporated - AI disruption fears went parabolic - Software apocalypse narratives everywhere 📈 THE RECOVERY Friday delivered EXACTLY what dip buyers needed: - Dow +1006 pts (+2.06%) - BEST DAY SINCE MAY - Nasdaq +1.88% - BEST DAY SINCE NOVEMBER - S&P [---] +1.63% - Tech bounced HARD from the lows 🚀 MONDAY FOLLOW-THROUGH AI infrastructure"
X Link 2026-02-09T20:58Z [---] followers, [---] engagements
"@KobeissiLetter That +$6B inflow explains the Friday face-rip perfectly. Investors aren't scared of the AI capex talk. $QQQ $NVDA $PLTR $IREN $CIFR $WULF"
X Link 2026-02-09T21:13Z [---] followers, [---] engagements
"@KobeissiLetter We went from "Return Capital to Shareholders" to "Build the Supercomputer" real quick. 🏗 $AMZN leading the charge on the zero-buyback policy is the ultimate signal. CapEx is the new dividend. $MSFT $AAPL $GOOGL $META"
X Link 2026-02-09T22:05Z [---] followers, [---] engagements
"@StockSavvyShay $CRDO That $CRDO update is a massive statement. Jumping from a $340M midpoint to $406M is wild"
X Link 2026-02-09T22:07Z [---] followers, [---] engagements
"@SmallCapSnipa OpenAI: "We need 7GW." Anthropic: "Hold my Claude were going for 10." The AI infrastructure war has officially entered the "Gigawatt Era." Total power grabliterally. ⚡🚀 $NVDA $AMZN $MSFT $GOOGL $META"
X Link 2026-02-09T22:13Z [---] followers, [---] engagements
"@TheTechInvest $IREN had a massive V shape recovery from Thursday lows. Well Done"
X Link 2026-02-09T22:26Z [---] followers, [---] engagements
"@StockSavvyShay $CIFR Massive turnaround from Thursday night lows"
X Link 2026-02-09T22:27Z [---] followers, [---] engagements
"@StockSavvyShay The 'dip buyers' finally woke up. After weeks of everyone calling for an AI bubble this feels like a massive validation for the infrastructure and ad-tech plays. $IREN $CIFR $WULF"
X Link 2026-02-09T23:16Z [---] followers, [---] engagements
"@moninvestor Anthropic moving from 'cloud renter' to 'infrastructure owner' with Fluidstack is the ultimate signal that the AI race has moved from the software layer to the power layer. Huge for $CIFR $IREN and $WULF who already have the slots on the grid. ⚡"
X Link 2026-02-09T23:28Z [---] followers, [---] engagements
"@DeItaone What's Taxed: Advanced chips like the NVIDIA H200 and AMD MI325X if they aren't contributing to "domestic buildouts." What's Exempt: Chips imported for U.S. Data Centers startups research and general consumer electronics (laptops/phones). $SPY $QQQ $NVDA"
X Link 2026-02-09T23:38Z [---] followers, [----] engagements
"@NoLimitGains Definitely keeping notifications on for your next move. The generational wealth transfer usually happens right when the "capitulation signal" feels the most painful. $SLV $GLD"
X Link 2026-02-10T08:38Z [---] followers, [----] engagements
"@Investingcom Expectations for aggressive fiscal spending and tax cuts (especially that 8% food tax suspension) are driving massive retail and institutional inflows. $NK $NI225"
X Link 2026-02-10T11:07Z [---] followers, [---] engagements
"🚨 GOLDMAN SACHS ALGO APOCALYPSE WARNING This isn't your typical "recession incoming" scare. This is pure market mechanicsand it's potentially more dangerous. Goldman's trading desk just dropped a bombshell: we're hitting technical levels that could force AUTOMATED funds to dump $33-80 BILLION in stocks regardless of fundamentals. 📊 THE CRITICAL NUMBERS: $33 Billion Immediate Risk If markets keep sliding this week systematic CTA funds will be FORCED to sell $33B in US equities 🔴 The $80 Billion Danger Zone S&P [---] level: [----] Break below this Goldman warns we could see $80B in algorithmic"
X Link 2026-02-10T11:16Z [---] followers, [--] engagements
"@StockSavvyShay The 37% jump suggests demand from $NVDA $AAPL and $AMD is currently outstripping the 14% growth expected for the rest of the foundry industry"
X Link 2026-02-10T11:35Z [---] followers, [---] engagements
"🚀 TSMC JUST DROPPED AN ABSOLUTE MONSTER REPORT 🚀 January revenue: $12.71 BILLION YoY growth: 37% They guided for 30% growth for the FULL YEAR. They just CRUSHED that in January alone. 💰 THE CAPITAL BLITZ: $30B capital injection into global subsidiary $1.9B bond issuance (NT$60B) [----] Capex: $52-56 BILLION (up to 37% higher vs 2025) This isn't cautious planning. This is a full-scale SPRINT to build "Foundry 2.0"evolving from just printing wafers to becoming a complete AI systems manufacturer. 📈 THE NUMBERS THAT MATTER: 🔥 Demand Dominance 37% growth while rest of foundry industry grows"
X Link 2026-02-10T11:43Z [---] followers, [--] engagements
"@TheTechInvest Big Tech has the money but the "miners" have the power. $GOOGL $AMZN $MSFT $IREN $CIFR"
X Link 2026-02-10T11:46Z [---] followers, [----] engagements
"@Barchart This isnt China "running out of money." They are swapping paper for metal. $GLD $SLV $SPY"
X Link 2026-02-10T11:48Z [---] followers, [---] engagements
"@DeItaone Memory prices (DRAM/NAND) are skyrocketing due to the AI infrastructure boom but Apple will simply pass those costs to the consumer without denting demand. $AAPL $MU $SNDK $WDC"
X Link 2026-02-10T12:31Z [---] followers, [---] engagements
"@zerohedge The Federal Reserves "diet" hasnt historically gone as planned. $SPY $QQQ"
X Link 2026-02-10T12:32Z [---] followers, [---] engagements
"@aleabitoreddit @michaeljburry The "lucky" short-seller might be right on the timing due to the broader tech sell-off but the fundamental engine of Palantir is currently a jet turbine. $PLTR"
X Link 2026-02-10T12:35Z [---] followers, [---] engagements
"@BoringBiz_ we are witnessing a permanent structural shift where asset inflation has completely decoupled from labor income. $SLV $GLD"
X Link 2026-02-10T16:17Z [---] followers, [----] engagements
"@TheTechInvest These aren't "retail" trades; these are sophisticated managers positioning for a multi-year infrastructure cycle. $IREN $CIFR $AMZN $GOOGL"
X Link 2026-02-10T16:45Z [---] followers, [----] engagements
"@KobeissiLetter This 24% "real term" collapse from the [----] peak is the single largest erosion of graduate purchasing power in modern history. $SPY $QQQ"
X Link 2026-02-10T17:04Z [---] followers, [---] engagements
"@unusual_whales While the stock market might be hitting records the balance sheets of younger and lower-income Americans are hitting a wall. $SPY $QQQ"
X Link 2026-02-10T18:32Z [---] followers, [---] engagements
"@Mr_Derivatives While the Squeeze doesn't predict the direction it serves as a massive "coiled spring" for volatility. The longer the coiling the more violent the expansion. $SPY $QQQ"
X Link 2026-02-10T18:34Z [---] followers, [----] engagements
"@KobeissiLetter This isn't just a local Chinese issue; its a global "drain" that has moved from the East back to the West creating a massive regional price divergence. $SLV $GLD"
X Link 2026-02-10T18:36Z [---] followers, [---] engagements
"This post is the ultimate "zoom out" reminder. $SPY $QQQ $IWM $DOW The stock market crashed: 1929: 90% 1973: 50% 1987: 35% 2008: 55% 2020: 35% Every single time it went on to new highs. 11% annual returns since [----] Short-term fear has never beaten long-term investing. The stock market crashed: 1929: 90% 1973: 50% 1987: 35% 2008: 55% 2020: 35% Every single time it went on to new highs. 11% annual returns since [----] Short-term fear has never beaten long-term investing"
X Link 2026-02-10T18:39Z [---] followers, [---] engagements
"@KobeissiLetter When equity optimism is near cycle highs while labor market fears are at crisis-levels it usually means stocks are being driven by liquidity buybacks and AI narratives not confidence in the real economy. $SPY $QQQ"
X Link 2026-02-10T18:58Z [---] followers, [---] engagements
"@amitisinvesting $HOOD being mechanically tied to $BTC volatility is more about algo behavior than business reality. Over time that correlation should fade as the revenue mix keeps shifting toward banking options subs and new products. $SCHW $IBKR $BULL"
X Link 2026-02-10T19:05Z [---] followers, [----] engagements
"@BRICSinfo A stronger CNY vs USD signals easing capital pressure and gives China more room to stimulate without triggering FX stress"
X Link 2026-02-10T19:16Z [---] followers, [---] engagements
"@wintonARK $TSLA Terrestrial data centers: The more you build the harder it gets. Orbital data centers: The more you build the easier it gets. We are approaching the "Great Flip" where the vacuum of space becomes more economical than the dirt of Earth"
X Link 2026-02-10T19:30Z [---] followers, [----] engagements
"@Mr_Derivatives If $HOOD can prove the 'Prediction Markets' are a real revenue driver this coiled spring could finally pop. 🚀"
X Link 2026-02-10T19:34Z [---] followers, [---] engagements
"@CNBC $ROK Stephanie Links "sleeper name" for [----] is Rockwell Automation"
X Link 2026-02-10T19:42Z [---] followers, [---] engagements
"@iamtomnash $PLTR Platforms dont win loud they win by becoming unavoidable"
X Link 2026-02-10T19:45Z [---] followers, [---] engagements
"@CNBC $VXUS Even after the massive rally international stocks remain historically cheap"
X Link 2026-02-10T20:15Z [---] followers, [--] engagements
"@unusual_whales Polymarket is usually the fastest to smell smoke before a fire"
X Link 2026-02-10T20:21Z [---] followers, [---] engagements
"@zerohedge $ETH The 'Race to AGI' is just a race to see who gets to be the next global monopoly. We don't need a single 'god-like' AI; we need a decentralized ecosystem of verifiable models that empower humans instead of replacing them. $GOOGL $OPENAI $ANTHROPIC $META $AMZN"
X Link 2026-02-10T20:30Z [---] followers, [---] engagements
"@unusual_whales $ICHR Ichor Holdings which provides fluid delivery subsystems for the semiconductor industry was a "sleeper" pick. $NVDA $GOOGLE $AMZN $MSFT $META $ORCL"
X Link 2026-02-10T20:32Z [---] followers, [---] engagements
"@StockSavvyShay We are witnessing the most expensive build-out in human history. $GOOGL $MSFT $META and $AMZN are spending $650B on AI this yearexceeding the entire cost of the US Interstate Highway System"
X Link 2026-02-10T20:34Z [---] followers, [---] engagements
"@KobeissiLetter $FXC The Chinese consumer is not just "pessimistic"they are fundamentally re-evaluating their financial future after the greatest wealth destruction event in modern Chinese history"
X Link 2026-02-10T20:36Z [---] followers, [---] engagements
"@aakashgupta Weve moved from human-in-the-loop (ChatGPT) to human-on-the-loop (Codex). While ChatGPT is a conversational mirror Codex is a background engine. $OPENAI"
X Link 2026-02-10T20:52Z [---] followers, [--] engagements
"@intocryptoverse $BTC Despite the "Altseason" hope that cycles through social media every few months the ETH/BTC ratio has been a structural downtrend for over [--] months"
X Link 2026-02-10T21:01Z [---] followers, [---] engagements
"@zerohedge $SPY $QQQ While software stocks are surging on the prospect of cheaper capital financial stocks are feeling the sting of a flattening yield curve and cooling consumer spending"
X Link 2026-02-10T21:02Z [---] followers, [---] engagements
"@ConnorJBates_ $PLTR $HOOD $CRDO This is the tax you pay for chasing momentum 📉 Drawdowns create opportunitybut only if you can tell revenue from vaporware"
X Link 2026-02-11T06:25Z [---] followers, [---] engagements
"@stats_feed This is a significant milestone especially considering Italy ranked seventh just a decade ago"
X Link 2026-02-11T06:42Z [---] followers, [----] engagements
"@Barchart $SPY shift toward quality with pricing power ($MSFT $GOOGL $AAPL $NVDA $PLTR $MU $AMZN $TSLA) and away from expensive growth with no earnings. Don't fight the Fed but don't panic either"
X Link 2026-02-11T10:41Z [---] followers, [---] engagements
"@BullTheoryio $GLD $SLV $BTC we might not be AT the top yet but we're definitely IN the zone where gold runs historically end"
X Link 2026-02-11T10:47Z [---] followers, [---] engagements
"@aleabitoreddit This is the right read on where $HOOD is at right now. The earnings didn't kill the bull case but they definitely removed the "must own" urgency"
X Link 2026-02-11T11:00Z [---] followers, [---] engagements
"$SPY $QQQ $META California losing another billionaire to Florida's zero state income tax. When you're worth $200B+ like Zuck the 13.3% CA tax rate means saving potentially BILLIONS on any $META stock sales. This isn't just about income - it's about capital gains. He can now liquidate positions without giving Sacramento a cut. Same playbook as Musk Thiel and others. Florida wins California loses. $TSLA $PLTR https://twitter.com/i/web/status/2021632162873708881 https://twitter.com/i/web/status/2021632162873708881"
X Link 2026-02-11T17:07Z [---] followers, [----] engagements
"$META The thought data vs. behavioral data distinction is HUGE. Facebook knew what you clicked. OpenAI knows what you THINK. That's not just a bigger dataset - it's a different category of privacy risk entirely. And they're speedrunning the same monetization playbook that got Facebook a $5B fine except with way more intimate data. $8/month to still see ads is wild. You're paying to be the product. $OPENAI $QQQ $GOOGL https://twitter.com/i/web/status/2021636042965598346 https://twitter.com/i/web/status/2021636042965598346"
X Link 2026-02-11T17:22Z [---] followers, [---] engagements
"$META Auditor red flags are rarely nothing. If $META is being too aggressive on how they're depreciating $60B+ in AI data centers reported earnings could be overstated. Think of it like this: If you buy a car for $30K and say it'll last [--] years instead of [--] your annual "expense" looks lower - but you're just delaying the hit. With Meta spending massive amounts on AI infrastructure depreciation assumptions MATTER. Stretch them too far and profits look better than reality. EY doesn't raise concerns publicly unless it's material. Worth watching. $GOOGL $AMZN $MSFT $ORCL $IREN $CIFR"
X Link 2026-02-11T17:53Z [---] followers, [----] engagements
"$META Bill Ackman doesn't do small positions. Timing is interesting - stock is down 8% from highs on AI spending concerns and now EY is flagging accounting issues. Either he sees the valuation as too cheap to ignore or he knows something about the data center depreciation story that the market doesn't. 13F next week will tell us if this is a nibble or a conviction bet. $GOOGL $MSFT $AMZN $ORCL $CIFR $IREN https://twitter.com/i/web/status/2021644397171937508 https://twitter.com/i/web/status/2021644397171937508"
X Link 2026-02-11T17:55Z [---] followers, [----] engagements
"The market is pricing $MSFT like AI capex is all cost no return. Reality check: - Azure is THE enterprise AI platform - businesses building on OpenAI go through Microsoft - Copilot revenue is ramping (still early but real usage) - They own 27% of $OPENAI The bear case is legit: spending $50B+/year on AI infrastructure with unclear ROI timeline. But if enterprise AI adoption accelerates $MSFT is the toll booth. Risk/reward skewed bullish here. Market is ignoring the platform value. $GOOGL $AMZN $AAPL $META $TSLA $AVGO https://twitter.com/i/web/status/2021645111315030369"
X Link 2026-02-11T17:58Z [---] followers, [----] engagements
"$SPY Weakest job growth in [--] years outside of actual recessions. Labor market is clearly slowing. Question is whether it's a soft landing or the early warning sign everyone's been ignoring. Fed's probably breathing easier (supports rate cuts) but if this continues we're not landing soft - we're stalling. $QQQ https://twitter.com/i/web/status/2021645582591303994 https://twitter.com/i/web/status/2021645582591303994"
X Link 2026-02-11T18:00Z [---] followers, [---] engagements
"$META Another massive data center for $META's AI buildout. Indiana = cheap land + cheap power + tax incentives. This is where you build when you're spending huge amounts on infrastructure. Market is worried they're overspending. Meta is betting the AI platform war is won by whoever builds the most capacity fastest. Time will tell who's right but they're not slowing down. $GOOGL $MSFT $TSLA $AVGO $ORCL $AMZN https://twitter.com/i/web/status/2021646521670746574 https://twitter.com/i/web/status/2021646521670746574"
X Link 2026-02-11T18:04Z [---] followers, [----] engagements
"$META $2B is a huge Bet. Timing is interesting - stock is down 8% from highs on AI spending concerns and now EY is flagging accounting issues. Either he sees the valuation as too cheap to ignore or he knows something about the data center depreciation story that the market doesn't. https://twitter.com/i/web/status/2021647247847350721 https://twitter.com/i/web/status/2021647247847350721"
X Link 2026-02-11T18:07Z [---] followers, [----] engagements
"@zerohedge $SPY $QQQ Obviously won't meet on Russian/Belarus soil - that's a non-starter. Neutral venue or nothing. Signals negotiations still far from actual progress"
X Link 2026-02-11T18:08Z [---] followers, [---] engagements
"$SPACEX SpaceX now owns human spaceflight. NASA went from building their own rockets to being a customer. That's the entire space industry transformation in one photo. Boeing's Starliner still grounded with issues. Blue Origin years behind. SpaceX launching crew missions like it's routine. $TSLA @elonmusk https://twitter.com/i/web/status/2021650288373793200 https://twitter.com/i/web/status/2021650288373793200"
X Link 2026-02-11T18:19Z [---] followers, [---] engagements
"$SPY $QQQ Basically zero movement in 10-year yields over [--] months. Market is stuck - not pricing in inflation panic OR recession fears. Just. waiting. For Fed clarity for economic data for SOMETHING to break the range. Boring = good for stocks short term. But this kind of stability usually doesn't last. https://twitter.com/i/web/status/2021650569027334489 https://twitter.com/i/web/status/2021650569027334489"
X Link 2026-02-11T18:20Z [---] followers, [---] engagements
"@aakashgupta $TSLA $SPACEX Terrestrial just needs one thing: political will to say yes to more power plants"
X Link 2026-02-11T18:26Z [---] followers, [---] engagements
"$SPY $QQQ Politicians literally vote on which sectors get billions in subsidies then trade those stocks before the public knows. Defense bills infrastructure spending energy policy - they see it weeks before announcement and position accordingly. Nancy Pelosi's husband buying chip stocks before the CHIPS Act. Multiple senators dumping travel stocks in closed-door COVID briefings before the crash. Both parties do it. Both parties block the bill to ban it. The one thing Congress has bipartisan agreement on: their right to trade on information you can't access."
X Link 2026-02-11T18:28Z [---] followers, [--] engagements
"$SPY $QQQ White House economic advisor publicly pressuring the Fed to cut rates. Classic playbook: Trump wants cheaper money to juice the economy and lower borrowing costs. Fed's supposed to be independent but political pressure is real. Powell's term ends in [----] - not a coincidence this is heating up. Market already pricing in cuts this year. Question is whether Fed moves on DATA or on PRESSURE. https://twitter.com/i/web/status/2021653144355164608 https://twitter.com/i/web/status/2021653144355164608"
X Link 2026-02-11T18:30Z [---] followers, [--] engagements
"Software isn't dead - it's just not the ONLY game anymore. Market rotated from "software eats the world" to "whoever builds the infrastructure wins." Think about it: $NVDA up 10x while $SNOW struggles. Hardware became the bottleneck so that's where the money went. But software still matters - someone has to monetize all those GPUs. Question is which layer captures value: the picks and shovels ($TSM $NVDA) or the apps built on top ($PLTR $NET). Right now Market says infrastructure first software later. https://twitter.com/i/web/status/2021654568166154291"
X Link 2026-02-11T18:36Z [---] followers, [---] engagements
"$SPY $QQQ "Massive dispersion" = a few stocks ripping while most are struggling. Translation: The index looks fine because MAG7 are carrying it but underneath the market is cracking. Historically when only a handful of stocks hold up the whole market it doesn't last. Eventually the winners run out of steam and there's nothing left to catch the fall. Nomura's basically saying: breadth is terrible participation is narrow and that setup usually ends badly. When everyone's hiding in the same [--] names the exits get crowded fast. $NVDA $GOOGL $AAPL $MSFT $META $AMZN $TSLA $AVGO"
X Link 2026-02-11T18:48Z [---] followers, [----] engagements
"🚨 $AVGO BROADCOM: The $340 Stock That Could Be AI's Biggest Winner While everyone watches NVIDIA the smartest money on Wall Street is piling into a different AI play one that's quietly becoming UNSTOPPABLE. 📊 THE BIG PICTURE Stock Price: $340 (down 18% from December highs) AI Revenue 2025: $20 BILLION AI Revenue 2026: Projected $50+ BILLION (150% growth) Order Backlog: $73 BILLION locked in Analyst Targets: $415-500 (up to 47% upside) 💡 WHY THIS IS HAPPENING Think of it this way: If NVIDIA is the sports car of AI Broadcom is the ENGINE and the HIGHWAY that makes everything run. Here's the"
X Link 2026-02-11T19:09Z [---] followers, [---] engagements
"$SPY $QQQ Record debt across EVERY category at the same time. That's the headline. But context matters: - Total US household net worth: $160 trillion - Debt to net worth ratio: Still historically low at 11% - Most debt (70%) is mortgages on appreciating assets The real question isn't the debt level - it's who's carrying it and can they afford it The distribution matters more than the aggregate number. Watch delinquency rates not total debt. https://twitter.com/i/web/status/2021678153555431575 https://twitter.com/i/web/status/2021678153555431575"
X Link 2026-02-11T20:10Z [---] followers, [---] engagements
"$AAPL Apple's AI problem in one headline. While $MSFT has Copilot printing money $GOOGL has Gemini integrated everywhere and Meta is open-sourcing LLaMA - Apple can't even ship a working voice assistant. Think about it: Siri has been around since [----] (14 YEARS) and still can't handle basic tasks without screwing up. Now they're trying to catch up in the AI race while everyone else is laps ahead. The iPhone [--] "AI features" delay was the warning shot. This is the confirmation that Apple is way behind where the market thinks they are. $AAPL trading at 30x earnings on AI hype they haven't"
X Link 2026-02-11T20:23Z [---] followers, [---] engagements
"🚨 VERTIV JUST DROPPED THE MOST INSANE EARNINGS REPORT IN INDUSTRIAL HISTORY If you're not paying attention to $VRT you're missing the BIGGEST infrastructure play in the AI revolution. 📊 THE NUMBERS THAT BROKE WALL STREET - Orders: UP 252% year-over-year (you read that right) - Backlog: $15 BILLION (doubled in [--] months) - Book-to-Bill: 2.9x (for every $1 shipped $2.90 in new orders came in) - EPS Beat: $1.36 vs $1.29 expected - [----] Guidance: $5.97-$6.07 EPS vs $5.33 consensus (MASSIVE beat) - Stock Response: UP 23% today trading near $245 💡 WHY THIS IS HAPPENING Here's what people need to"
X Link 2026-02-11T20:33Z [---] followers, [---] engagements
"🚨 WHY ASTERA LABS ($ALAB) JUST BECAME THE ULTIMATE AI INFRASTRUCTURE PLAY The stock dropped 21% after earnings (classic "sell the news") but the fundamentals just got STRONGER. Here's what Wall Street is missing about the company building the nervous system of AI. 📊 THE BIG PICTURE: MONSTER EARNINGS EXPLOSIVE GROWTH Q4 [----] Results (Just Reported): - Revenue: $270.6M (up 92% year-over-year) - Full Year: $852.5M (up 115% YoY) - Gross Margin: 75.7% (pricing power = check ✅) - EPS: $0.58 (BEAT by [--] cents) Q1 [----] Guidance: - $286M-$297M revenue expected - Wall Street was only expecting $260M -"
X Link 2026-02-11T21:08Z [---] followers, [--] engagements
"Wait so $APP BEAT on everything and RAISED guidance. but down 10% The numbers: - Revenue ✅ Beat by $50M - EPS ✅ Beat by $0.30 - Q1 outlook ✅ Both metrics above estimates Markets are weird - sometimes good news isn't good ENOUGH news. Likely means expectations were sky-high going into earnings or traders are taking profits after a strong run. $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est."
X Link 2026-02-11T21:12Z [---] followers, [---] engagements
"@KobeissiLetter $IGV Classic "buy the dip" mentality - but the dip keeps dipping. History shows retail often catches falling knives when they pile in this aggressively. Time will tell if this is genius or pain"
X Link 2026-02-11T21:20Z [---] followers, [----] engagements
"$IGV The retail army is making a BIG bet on software 🎯 $IGV purchases hit $176M in a month (record-breaking) Here's the setup: - Software down 33% from peak = "fire sale" prices - $AMZN overtaking $NVDA as most-bought stock - Buying at levels not seen since data began The question: Are retail investors early. or just early to be wrong They're betting the selloff was overdone. Software valuations got crushed now they're scooping shares. Could be a smart contrarian play OR catching a falling knife. Only time will tell. $NOW $CRM $CRWD Retail investors are buying US tech stocks at an"
X Link 2026-02-11T21:22Z [---] followers, [---] engagements
"🚨 BILL ACKMAN JUST DROPPED $2B ON $META The activist investor king just made his boldest pivot yet. 📊 THE BET BY THE NUMBERS: - $2 BILLION position (10% of Pershing Square's entire fund) - Estimated Entry price: $625/share (November 2025) - Already PROFITABLE - stock up since his buy - Stock down 6% over past year on AI spending fears - Trading at 22x forward earnings (CHEAPER than Amazon Microsoft) 🔄 THE STRATEGIC PIVOT: Ackman SOLD OUT of classic value plays: - ❌ Hilton (full exit) - ❌ Chipotle (sold) And went ALL IN on Big Tech AI infrastructure: - ✅ Alphabet - ✅ Amazon - ✅ META (newest"
X Link 2026-02-11T21:38Z [---] followers, [--] engagements
"@WatcherGuru $TSLA $XAI Subscription revenue is way more valuable than ad revenue (more predictable higher margins). If they can scale this.👀"
X Link 2026-02-11T21:41Z [---] followers, [---] engagements
"@StockSavvyShay $BTC $MSTR You're not buying a software company anymore. You're buying Saylor's Bitcoin thesis with extra volatility"
X Link 2026-02-11T21:47Z [---] followers, [---] engagements
"@Mr_Derivatives $AVGO Watching close. AVGO is too important to AI infrastructure to ignore this setup"
X Link 2026-02-11T21:57Z [---] followers, [---] engagements
"$TSLA $XAI Huge milestone for X's business transformation 🎯 $1B in subscription revenue means they've proven people WILL pay for premium features on a social platform - That's real recurring revenue (the kind investors love) - Diversifies beyond just ad dollars - Shows Musk's bet on subscriptions is working Compare: Spotify took years to hit $1B in subs. X did it in [--] years. JUST IN: Elon Musk's X announces it is generating $1000000000 per year from subscriptions. https://t.co/ABQs3yfqia JUST IN: Elon Musk's X announces it is generating $1000000000 per year from subscriptions."
X Link 2026-02-11T22:01Z [---] followers, [---] engagements
"@unusual_whales Wild timing on this one. $3M personal bet on Groq right before a $20B Nvidia deal announcement raises obvious questions about information access. $NVDA"
X Link 2026-02-11T22:35Z [---] followers, [----] engagements
"@TheLongInvest $BABA $QQQ The market is basically saying: "Chinese AI for Chinese users = worth $0 to a global investor""
X Link 2026-02-11T22:39Z [---] followers, [---] engagements
"@PeterDiamandis $NVDA $TSLA But IF this projection is real the winner won't be who makes the most GPUs. It'll be who figures out how to make them WORK in orbit - which is a totally different game. The supply chain gap isn't a bug it's the entire investment thesis. $NVDA $TSM"
X Link 2026-02-11T22:43Z [---] followers, [---] engagements
"@StockMKTNewz $SPY $QQQ The Fed is more worried about something breaking (credit markets regional banks commercial real estate) than they are about the jobs market being too hot"
X Link 2026-02-11T22:55Z [---] followers, [---] engagements
"The pain is real but at least you're in company with everyone else who bet on tech. $MSFT $NFLX $HOOD $IGV Big Opportunities Currently: 🚨DOWN [--] YEAR TIME FRAME🚨 $NFLX DOWN 40% $HOOD DOWN 33% $MSFT DOWN 27% $ZETA DOWN 26% $IGV DOWN 22% $OSCR DOWN 9% Big Opportunities Currently: 🚨DOWN [--] YEAR TIME FRAME🚨 $NFLX DOWN 40% $HOOD DOWN 33% $MSFT DOWN 27% $ZETA DOWN 26% $IGV DOWN 22% $OSCR DOWN 9%"
X Link 2026-02-11T22:59Z [---] followers, [---] engagements
"Classic technical setup on $AVGO 👀 For non-chart people: The 50-day moving average is like a "center of gravity" for a stock. When it was rising it acted as a floor (buyers stepped in). Now it's a CEILING (sellers show up). - Breaking above = trend reversal signal - Failing here = more downside likely - This level matters because traders watch it The catalyst question: What makes AVGO break through They need a positive data center spending story or AI chip news to give buyers confidence. https://twitter.com/i/web/status/2021759157465215156 https://twitter.com/i/web/status/2021759157465215156"
X Link 2026-02-12T01:32Z [---] followers, [--] engagements
"$SPY $QQQ Korea going parabolic - up 120% in [--] months 📈 For context: That's faster growth than most INDIVIDUAL stocks let alone an entire country's market. - Korean tech companies (semiconductors displays batteries) are critical to AI supply chain - The market was historically CHEAP vs U.S./Japan - Foreign money likely piling in The question now: Are you chasing or is there still room to run Markets that move this fast usually mean either: [--]. Something fundamentally changed (AI boom reforms) [--]. It's euphoria that ends badly My guess: Mix of both. Real opportunity met with excessive"
X Link 2026-02-12T02:04Z [---] followers, [---] engagements
"🚨 $MU MICRON EXPLODES 10%+ TODAY $MU closed near $411 after a MASSIVE rally. Here's why Wall Street is freaking out: 📊 THE MORGAN STANLEY BOMBSHELL Analyst Joseph Moore just RAISED his price target from $350 $450 His prediction Micron could earn $52 PER SHARE in [----] (that's insane for a memory chip company) ⚡ THE MEMORY CRISIS IS REAL - DDR5 memory prices UP 130% since January - Moore expects prices to potentially DOUBLE AGAIN this year - Micron's entire [----] supply Already sold out 🤖 THE HBM4 CLARIFICATION CFO Mark Murphy called out "inaccurate reporting" today and dropped this truth"
X Link 2026-02-12T03:16Z [---] followers, [---] engagements
"$TSLA $NVDA This is the wildest supply chain bottleneck I've seen projected: - Current GPU production: 20M/year - Projected demand (space + ground): 200M/year - Gap: 10X shortage Think of it like trying to build [--] iPhone factories but you can only make enough screens for [--]. That's where we are with GPUs for AI. The question isn't just "who makes GPUs" - it's who controls the ENTIRE chain: Chip design ($NVDA) Manufacturing ($TSM) The machines that make the chips ($ASML) Memory that goes with them ($MU) My bet: whoever controls the most chokepoints wins. The bottleneck IS the moat. $GOOGL"
X Link 2026-02-12T04:44Z [---] followers, [---] engagements
"$BABA The math here is absolutely wild: You're getting Qwen (their ChatGPT competitor) + the entire Alibaba e-commerce empire + cloud business for LESS than Anthropic alone. Think of it like this: buying $BABA is like getting Amazon + a free AI company thrown in except the market refuses to value the AI part at all because of China regulatory risk. If you believe AI valuations are real (not a bubble) AND Chinese tech can eventually access global markets this is arguably the biggest arbitrage in tech right now. But that's a big IF on both counts. $BABA $BABA just a reminder that $BABA's Qwen"
X Link 2026-02-12T05:40Z [---] followers, [---] engagements
"$SPY $QQQ These numbers show the market has fundamentally changed: 0DTE means "expires today" - you're basically betting on what happens in the next few HOURS not months or years. Here's why 78% of Nasdaq options being same-day is nuts: When this much volume expires daily market makers (the people on the other side of these bets) have to frantically buy/sell stocks to stay hedged. This creates wild intraday swings that have NOTHING to do with actual company news. Translation: Price movements are increasingly driven by options math not fundamentals. We've built a self-referential feedback loop"
X Link 2026-02-12T07:22Z [---] followers, [--] engagements
"$SPY $QQQ Solid defensive playbook. The emergency fund + cash cushion combo is the real foundation here. Worth noting: "Wait for stabilization" is harder than it sounds. Most bottoms FEEL like falling knives at the time. The key isn't timing the exact bottom - it's having the cash AND conviction to buy when it still feels uncomfortable but the risk/reward has flipped. 95% panic because they have no cash buffer. 5% win because they built the buffer before they needed it 💰 https://twitter.com/i/web/status/2021849774152986777 https://twitter.com/i/web/status/2021849774152986777"
X Link 2026-02-12T07:32Z [---] followers, [---] engagements
"@amitisinvesting $GME Interesting rotation here. $GME $NFLX tells you retail's mindset is shifting"
X Link 2026-02-12T07:37Z [---] followers, [---] engagements
"@TrendSpider $MSFT Most people wait for markets to "feel safe" to buy. That's when valuations are expensive. The scary moments when quality names hit crash-level pricing That's when generational positions get built 💰"
X Link 2026-02-12T07:42Z [---] followers, [----] engagements
"@cb_doge $XAI $TSLA This isn't just about "trust" - it's about where attention flows and attention = revenue in media"
X Link 2026-02-12T07:51Z [---] followers, [---] engagements
"$SPY $QQQ This is a huge tell about where the Fed's head is at: Normal logic: Good jobs report = economy strong = NO rate cuts needed Miran's logic: Good jobs report BUT. let's cut rates anyway Here's what that means in plain English: The Fed is prioritizing SOMETHING ELSE over employment. My guess They're seeing stress in: Corporate debt refinancing Commercial real estate Regional bank balance sheets When a Fed official argues for cuts DESPITE good news they're basically saying "the data you're celebrating is hiding problems we're worried about." Markets love rate cuts but this reasoning"
X Link 2026-02-12T07:55Z [---] followers, [--] engagements
"$GME The meme stock era officially ended with a whimper not a bang. $GME held that top [--] spot for FOUR YEARS through everything - and retail just. moved on. Replaced by $NFLX after a 40% haircut from the highs. What's wild: Retail is now piling into a company with actual revenue profits and cash flow. That's not the same cohort that was buying $GME at $400. $PLTR $HOOD $GOOGL $AMZN $MSFT $META $TSLA $HOOD For the first time in four years $GME is now NOT part of the top [--] investments on Robinhood. Robinhood releases an investor index that shows the top [--] names owned across the platform."
X Link 2026-02-12T08:14Z [---] followers, [---] engagements
"$MSFT This is the kind of signal people miss in real-time. What "same valuation" means: You're paying the same price relative to $MSFT's earnings as you did at three major market bottoms. But here's the kicker - Microsoft TODAY is MASSIVE compared to 2018/2020/2022: - Azure is way bigger - Cloud margins are fatter - AI monetization is real You're getting a bigger more profitable company. at crash pricing. This is what "buying quality on weakness" actually looks like 🎯 Buying $MSFT here means youre paying the same valuation as: [----] bear market lows COVID crash lows [----] bear market lows"
X Link 2026-02-12T08:20Z [---] followers, [--] engagements
"$TSLA $XAI This is the same disruption pattern we've seen everywhere - from Blockbuster to Netflix from taxis to Uber. Legacy media is just late to the party. The platforms that own direct user relationships win 🎯 BREAKING: CNN has lost nearly two thirds of its viewership since [----]. Trust in media is collapsing to new lows At the same time X is posting all time highs.+43% new user time +60% downloads. Funny how the same media predicted X would fail under Elon Musk We are the media now https://t.co/E7oJGjljQu BREAKING: CNN has lost nearly two thirds of its viewership since [----]. Trust in"
X Link 2026-02-12T08:26Z [---] followers, [---] engagements
"@iamtomnash $PLTR $TSLA $NVDA When AI stops "helping" and starts "doing" entire service industries get automated 🤖"
X Link 2026-02-12T08:51Z [---] followers, [----] engagements
"@NoLimitGains Fair point: Insiders DO sell for non-scary reasons (need cash diversify taxes). But when the whole market shows this pattern They're reading something in their order books and forward guidance that makes them nervous"
X Link 2026-02-12T11:29Z [---] followers, [----] engagements
"$ORCL Oof. This is a BIG downgrade from Morgan Stanley - let me translate: CDS (Credit Default Swap) = Insurance against a company defaulting on its debt. When analysts say "buy insurance" they're saying there's REAL risk. 200bp = 2% per year. Meaning: You'd pay $2/year to insure every $100 of $ORCL debt. "Growth story credit story" = Wall Street speak for "we're no longer excited about revenue growth we're now worried about whether they can pay their bills." The problem: $ORCL went on a MASSIVE spending spree building AI infrastructure. If revenue doesn't materialize fast enough to cover the"
X Link 2026-02-12T11:45Z [---] followers, [---] engagements
"This is a slow-motion decoupling that has HUGE market implications. The numbers: - China's US holdings: $1.56T near 14-year lows - Treasury holdings: $682.6B lowest since [----] - Trend: DOWN for years now accelerating What this means in plain English: China used to be one of the biggest BUYERS of US government debt. Now they're a SELLER. When a major buyer leaves the market who fills the gap Either: [--]. Someone else steps up (private investors other countries) [--]. Yields rise to attract new buyers (higher interest rates) Why it matters: [--]. Less demand = higher yields = higher borrowing costs for"
X Link 2026-02-12T11:56Z [---] followers, [--] engagements
"@StockSavvyShay Most competitors do "one chip at a time" or small batch testing. $AEHR's Sonoma platform tests THOUSANDS of chips simultaneously at wafer level. $TER $ATE"
X Link 2026-02-12T12:03Z [---] followers, [--] engagements
"The de-dollarization trade in ONE chart. Notice who's buying vs selling: BUYING: China Poland Turkey India Brazil (emerging markets) SELLING: Germany Euro Area (Western aligned) This isn't random. Countries losing faith in dollar reserves are swapping paper (Treasuries) for metal (gold). The timing matters: Gold +265% since [----] while they've been accumulating. Central banks are literally front-running their own citizens. What it means for you: - Sovereigns buy = floor under gold prices - [---] tonnes (China) = they're serious not speculating - When central banks panic into an asset it's"
X Link 2026-02-12T12:04Z [---] followers, [---] engagements
"This is a HUGE validation for $AEHR - let me translate the tech speak: "Burn-in testing" = Stress testing chips at extreme temps to catch defects BEFORE they go into datacenters. Think of it like breaking in a new car engine but for AI processors. The big deal here: - Hyperscaler customer = One of the big [--] (AMZN MSFT GOOG META) - Initial order NOW shipments summer [----] - MUCH LARGER ramp forecast for 2H [----] + [----] Why it matters: AI chips are WAY more complex than traditional processors. They run hotter use more power and failures are EXPENSIVE when you're running million-dollar clusters."
X Link 2026-02-12T12:16Z [---] followers, [---] engagements
"@TrendSpider Revolutionary technology good investment at any price. Internet was revolutionary in [----]. Most dotcom stocks still went to zero. $SPY $QQQ $QUBT $RGTI $IONQ $QBTS $ARQQ"
X Link 2026-02-12T12:43Z [---] followers, [----] engagements
"FT - 26% of the [---] million unemployed in the US actively searching for work have been looking for more than six months. This is the stat that matters more than headline unemployment rate. The breakdown: - [---] million unemployed total - 26% searching 6+ months = [--] million people - That's LONG-TERM unemployment not "between jobs" Why this is bad: When you're unemployed for 6+ months it gets exponentially harder to get hired. Skills decay gaps on resume grow savings run out employers get suspicious. This isn't "the Great Resignation" where people quit for better jobs. This is people who WANT"
X Link 2026-02-12T12:44Z [---] followers, [---] engagements
"@zerohedge $AAPL If Apple News is accused of misleading consumers about "neutral" curation while actually filtering content that's a consumer protection issue - not a free speech issue"
X Link 2026-02-12T12:51Z [---] followers, [---] engagements
"@StockSavvyShay $NBIS Its a massive jump and you're spot onthe market often struggles to price in "power-in-the-ground" as quickly as its actually being secured. $CRWV $CIFR $IREN $WULF"
X Link 2026-02-12T12:57Z [---] followers, [----] engagements
"RIP to anyone who bought quantum stocks at the peak. Let's autopsy what went wrong: The hype: "Quantum + AI = infinite money" The reality: No revenue no profit no timeline to profitability $IONQ $RGTI $QUBT $QBTS - All basically science experiments trading like mature tech companies at peak valuations. What killed them: - Fed stopped cutting rates speculative growth dies - Reality check: commercial quantum is 5-10 years out minimum - Dilution: These companies BURN cash and issue shares to survive The technology might work eventually. But you don't buy lottery tickets at 50x fair value. The"
X Link 2026-02-12T12:59Z [---] followers, [---] engagements
"🚨 OPENAI JUST DEPLOYED CEREBRAS CHIPS FOR THE FIRST TIME HERE'S WHY OpenAI quietly went live with Cerebras-powered AI this week marking the first real deployment of their $10 billion partnership announced last month. This is OpenAI's big bet on speed over cost. 📊 THE BIG PICTURE $10+ BILLION deal signed January [----] rolling out through [----] [---] megawatts of Cerebras compute coming online in phases First deployment LIVE NOW: GPT-5.3-Codex-Spark coding assistant Claims 15X FASTER inference than traditional GPU systems Part of OpenAI's strategy to diversify beyond Nvidia (also signed AMD &"
X Link 2026-02-12T20:51Z [---] followers, [---] engagements
"If the stock is crashing why doesn't Amazon just cut spending" They can't. The Existential Threat: If Amazon cuts AI spending to save the stock price today they risk falling behind $MSFT and $GOOGL permanently in the next computing era. The Trap: They are forced to spend $200B just to stay in the game even if Wall Street hates it. $AMZN https://twitter.com/i/web/status/2022362562185285904 https://twitter.com/i/web/status/2022362562185285904"
X Link 2026-02-13T17:29Z [---] followers, [----] engagements
"$SPY The wild part isn't just the revisions - it's the timing. - Fed held rates higher for longer based on "strong labor market" - If payrolls were overstated by 60k/month (Powell's own estimate) that's 720k/year - Real economy was weaker than the data suggested = policy was TOO TIGHT Here's what matters for your portfolio: Think of it like driving with a broken speedometer. The Fed thought the economy was doing 70mph so they kept the brakes on. Turns out we were only doing 40mph the whole time. IMPLICATIONS: - Rate cuts likely came later than needed - Services inflation (which the Fed"
X Link 2026-02-15T21:11Z [---] followers, [----] engagements
"🚨 $MU MICRON JUST DROPPED THE FIRST PCIe GEN6 SSD AND IT'S A REVENUE GAME-CHANGER Micron's [----] SSD just entered mass production making it the world's first PCIe Gen6 enterprise drive. This isn't just a tech flex it's a potential BILLION-DOLLAR catalyst for $MU's bottom line. 📊 THE PERFORMANCE LEAP Micron's [----] delivers numbers that put Gen5 drives to shame: - [--] GB/s sequential read (DOUBLE Gen5's [--] GB/s) - [--] GB/s write speeds (40% faster than Gen5) - [---] million random read IOPS (67% improvement) - Same 25W power envelope = 2X efficiency per watt Translation: Data centers get twice the"
X Link 2026-02-15T22:19Z [---] followers, [---] engagements
"@SenAshleyMoody The bill focuses on amending the National Voter Registration Act of [----] to require "conclusive relevant documentary proof of United States citizenship" for anyone registering to vote in federal elections"
X Link 2026-02-15T23:13Z [---] followers, [---] engagements
"Smart move by OpenAI this is about SPEED in the agent race. - OpenClaw went viral in just one month (launched Jan 2026) - Rather than build from scratch OpenAI acquires proven builder + tech - Steinberger said partnering with OpenAI is "the fastest way to bring this to everyone" The AI war is shifting from chatbots agents (AI that actually DOES things not just answers questions). Think of it like: ChatGPT tells you how to book a flight. OpenClaw actually books it for you. $NVDA $GOOGLE $MSFT $AMZN $META $OPENAI $XAI $ANTHROPIC https://twitter.com/i/web/status/2023376722159190149"
X Link 2026-02-16T12:39Z [---] followers, [---] engagements
"AWS didn't win by building the best apps - they won by owning the infrastructure and letting [----] companies build on top while Amazon takes 30% margin. Same playbook for AI. The compute layer IS the new oil refinery. Whoever controls it controls the economics of the entire stack above it. $AMZ $GOOGL $MSFT $META $ORCL $IREN $CIFR https://twitter.com/i/web/status/2023427823143198875 https://twitter.com/i/web/status/2023427823143198875"
X Link 2026-02-16T16:02Z [---] followers, [---] engagements
"China deploys first regulates later. The West regulates first deploys never. - Thousands of follow-home robots already working in Chinese markets - Meanwhile: US still arguing about sidewalk liability and ADA compliance Deployment speed IS the competitive advantage. $TSLA $BABA $SPY $QQQ https://twitter.com/i/web/status/2023442125208121375 https://twitter.com/i/web/status/2023442125208121375"
X Link 2026-02-16T16:59Z [---] followers, [---] engagements
"@BrianFeroldi $SPY $QQQ Cash is a position. Sitting on your hands when you're uncertain beats forcing a trade 100% of the time. FOMO kills more accounts than bad picks. $BTC $ETH"
X Link 2026-02-16T17:20Z [---] followers, [--] engagements
"@Barchart When the generals fall the army usually follows. Is this a healthy reset or something bigger Watching closely. 👀 $SPY $QQQ $MSFT $AMZN $META $GOOGL $AAPL $MU"
X Link 2026-02-17T13:57Z [---] followers, [---] engagements
"@StockMKTNewz $BTC The man bought the dip at $67K while others panicked. That's not reckless that's conviction. $MSTR $BMNR $ETH"
X Link 2026-02-17T15:04Z [---] followers, [---] engagements
"The $15K/$20K spread is extreme but what stands out to me is the behavior buying INTO the pullback below $5K. That's not a hail mary that's a hedge or a very informed directional bet. Could be tail risk protection for a large physical position. Either way when open interest surges like this volatility is coming. Doesn't have to be up. Stay nimble. 📊 $GLD $SLV #Gold #Options https://twitter.com/i/web/status/2023811162337358134 https://twitter.com/i/web/status/2023811162337358134"
X Link 2026-02-17T17:25Z [---] followers, [----] engagements
"Exactly right. Model quality is commoditizing fast. $META quietly built the largest captive audience on the planet and now it's the launchpad for agentic AI. The companies that own the interface own the monetization. This is why $META at any dip deserves serious attention. $GOOGL $MSFT $AAPLY $AMZN #META #AIAgents #BigTech https://twitter.com/i/web/status/2023812626212343859 https://twitter.com/i/web/status/2023812626212343859"
X Link 2026-02-17T17:31Z [---] followers, [---] engagements
"Forget the AI hype - the money is in the BORING stuff that makes AI physically possible - [----] TWh needed by [----] = 4x current datacenter power consumption - [---] TWh for new centers by [----] = enough to power [--] million homes - Every region is exploding: Europe +303% China +255% US +144% Wall Street is obsessed with who builds the best AI model. The smarter trade: who POWERS the datacenters running those models You need natural gas plants nuclear reactors transmission lines substations transformers. The unglamorous infrastructure that nobody talks about but EVERYONE needs. $NVDA gets the"
X Link 2026-02-16T16:52Z [---] followers, [---] engagements
"You bought "diversified alternatives" and got leveraged software exposure with a 2-and-20 fee structure. $APO $BX $KKR moving in lockstep with $IGV because their portfolios ARE software. Private equity was just Nasdaq with extra steps and worse liquidity. That correlation breaks when software multiples compress. Then you find out what "alternative" really means. $SPY $QQQ $PLTR https://twitter.com/i/web/status/2023444807364788691 https://twitter.com/i/web/status/2023444807364788691"
X Link 2026-02-16T17:10Z [---] followers, [----] engagements
"@StockSavvyShay Its not just about the hardware anymoreits the vertical integration. If theyre accelerating past Blackwell/Rubin this fast the software moat and CUDA ecosystem are clearly giving them the confidence to ship at a breakneck pace. $NVDA"
X Link 2026-02-18T11:49Z [---] followers, [----] engagements
"End of an absolute masterclass. Seeing him trim Apple and Amazon in his final quarter while adding a classic brand like the New York Times ($NYT) is peak Buffett. He went out exactly how he started: looking for value where others see 'toast.' Greg Abel has some massive shoes to fill. 🎩 $BRK.B $SPY $QQQ https://twitter.com/i/web/status/2024128257868603808 https://twitter.com/i/web/status/2024128257868603808"
X Link 2026-02-18T14:25Z [---] followers, [---] engagements
"Fear is loud. Opportunity is quiet. The best returns aren't made when conviction is popular they're made when it's uncomfortable to even open your app. When markets are panicking: - Liquidity is forced out - Weak hands sell at any price - Correlations spike - Risk gets mispriced That's when positioning matters. You don't buy because it feels good. You buy because you planned for this moment size controlled levels defined risk understood. By the time headlines turn bullish positioning is already crowded and the asymmetry is gone. Markets reward preparation not reactions. Fear is the signal."
X Link 2026-02-05T21:31Z [---] followers, [----] engagements
"@WatcherGuru Investors were hedging against a messy coalition but a supermajority gives her legislative "god mode" to pass the $135B stimulus package and defense modernization without friction. $NK $NI225 $SPY"
X Link 2026-02-09T00:54Z [---] followers, [----] engagements
"@NoLimitGains Interesting rotation play into $NTR. The value vs replacement cost gap is real"
X Link 2026-02-11T17:04Z [---] followers, 11.8K engagements
"$GOOGL [--] BILLION tokens per minute through their API = massive enterprise adoption. 750M monthly users for Gemini App = they're competitive with ChatGPT's scale. The narrative that $GOOG is "losing AI" was always overblown. They have distribution (Search Android Workspace) that OpenAI can't match. This is validation that Google is monetizing AI not just burning cash on it. https://twitter.com/i/web/status/2021636563285774715 https://twitter.com/i/web/status/2021636563285774715"
X Link 2026-02-11T17:24Z [---] followers, [----] engagements
"The LegalZoom Blockbuster comparison is spot on. Here's why: "Agentic AI" = AI that takes ACTION not just gives advice Think of it like this: - Current AI: "Here's how to incorporate your business" (helpful) - Agentic AI: "Your LLC is filed here's the confirmation" (DONE) Services that charge you to fill out forms or do basic tasks Toast. Betting against this is like betting against e-commerce in [----]. The trend is clear 📈 $TSLA $PLTR $GOOGL $AMZN $NVDA"
X Link 2026-02-12T09:01Z [---] followers, [--] engagements
"@KobeissiLetter $SPY $QQQ China was a huge customer at the Treasury bond auction every month. Now they're not just NOT buying - they're SELLING what they already own"
X Link 2026-02-12T11:47Z [---] followers, [--] engagements
"Regulatory headline risk for $AAPL but let's zoom out on what this actually means. The consumer protection angle: If you advertise a product as unbiased/neutral but it's curated to favor one perspective (ANY perspective) that could be deceptive marketing under FTC rules. Why investors should care: - Apple News is a tiny revenue driver this isn't material to earnings - BUT: Sets precedent for how content curation gets regulated - Could force transparency on ALL algorithm-driven feeds (search social news) The bigger picture: This is part of a wider regulatory push on big tech content moderation"
X Link 2026-02-12T13:11Z [---] followers, [---] engagements
"From [--] to [--] data centers in a year is INSANE capital deployment for $NBIS. Breaking it down: - Data centers = physical buildings packed with AI GPUs - More centers = more compute they can sell to AI companies - They're betting demand for AI training/inference stays strong Why this matters: Building data centers takes 12-18 months. $NBIS is front-running demand they expect in late 2026+. The investment question: Are they visionary or reckless ✓ Visionary if AI compute stays scarce (pricing power = margins) ✗ Reckless if demand softens (empty data centers = pure cash burn) Right now the market"
X Link 2026-02-12T13:25Z [---] followers, [---] engagements
"🚨 $CRDO CREDO JUST CRUSHED GUIDANCE BY 20% BUT THE STOCK IS DOWN 45% FROM HIGHS Here's the massive disconnect Wall Street is missing 📊 THE NUMBERS THAT DON'T LIE On Feb [--] Credo dropped preliminary Q3 results that absolutely BLEW AWAY expectations: - Q3 Revenue: $404M-$408M - Previous guidance: $335M-$345M - Beat their OWN guidance by 20% - Full-year growth: Now 200% YoY (up from 170%) Yet the stock hit a low of $117 down 45%+ from its $213.80 high just months ago. ⚡ THE BUSINESS IS EXPLODING Q2 FY2026 (reported Dec 2025): - Revenue: $268M (up 272% YoY) - Gross margin: 67.7% - Net margin:"
X Link 2026-02-13T16:34Z [---] followers, [---] engagements
"🚨 $BTC SMART MONEY IS LOADING UP WHILE EVERYONE ELSE IS PANICKING While retail investors are hitting the panic button Bitcoin whales are making their biggest moves in years. Here's what the data is screaming at us right now. 📊 THE BIG PICTURE - Bitcoin just bounced back to $70000 after touching $60062 on Feb [--] - That was a BRUTAL 52% crash from the October [----] high of $126000 - But here's the twist: This might be the buying opportunity of the year The market looks terrifying right now. But the data is telling a completely different story than the headlines. 🐋 WHALE WATCH: THE $4 BILLION"
X Link 2026-02-16T00:39Z [---] followers, [--] engagements
"$SPY $QQQ High short interest automatic squeeze. You need a CATALYST to force covering. - $XLK at 1.8% is elevated BUT still tiny compared to meme stock squeezes (GME hit 140%) - $IGV at 19% is legitimately high THIS is where squeeze potential lives - $MSFT/$CRM levels are notable but not explosive What creates the squeeze: [--]. Unexpected positive catalyst (earnings beat Fed pivot China trade deal) [--]. Shorts capitulate simultaneously [--]. Low liquidity amplifies the move The problem: shorts are here for a REASON tech valuations are stretched growth is slowing and AI spend ROI is getting"
X Link 2026-02-16T14:40Z [---] followers, [----] engagements
"$GLD just wrote the playbook and $XLE is reading it right now - Gold: Completed the full cycle broke above [-----] extension parabolic move to $237 - Energy: Following IDENTICAL pattern still at $54 vs $75 target - That's 38% upside if Energy follows the same script Think of it like watching a sequel where you already know the plot twist. Gold showed us what happens when these multi-year cycles complete. Energy is at the same spot Gold was before its breakout. The question isn't IF energy follows - it's WHEN. $SPY $QQQ Hey Ive seen this movie before. $XLE $GLD https://t.co/Ty5lfM2rJo Hey Ive"
X Link 2026-02-16T16:05Z [---] followers, [---] engagements
"The smartest money grab in tech: build the toll booth BEFORE the traffic shows up - $MSFT $GOOGL $AMZN $META aren't just building AI models - they're building the INFRASTRUCTURE that all AI runs on - Platform economics = you own 0% of the apps but capture margin on 100% of the workloads - Current spend: $650B+ on chips datacenters networking power Here's why this matters: Nobody remembers who built the best app on AWS. But Amazon captures economics on ALL of them. AI infrastructure is the same game. Own the compute own the economics. Let everyone else build the fancy stuff on top while you"
X Link 2026-02-16T16:11Z [---] followers, [---] engagements
"This is what forced liquidation looks likeand it has NOTHING to do with fundamentals. - Cresco dumping $28.8B across [--] ETFs in coordinated filings - BCPE Watson selling $2.2B of $COHR in one block - Wilhelmsen unloading $639M of $RCL This isnt investors losing confidencethis is a margin call or fund redemption creating a plumbing crisis. Think of it like a fire sale at a house auction. The house isnt worthlessthe seller just HAS to sell TODAY regardless of price. When you see this pattern (massive size multiple securities same-day filings) its collateral liquidation. The market has to absorb"
X Link 2026-02-16T16:34Z [---] followers, [----] engagements
"$SPY $QQQ Market crash or opportunity Depends if you're the one being forced to sell or the one with dry powder - $28.8B in ETF sales from ONE holder = forced liquidation event - $COHR seeing $2.2B block sale $RCL getting hit with $639M dump - This is coordinated distress selling not organic price discovery Here's the thing: When someone HAS to sell (margin call redemptions covenant breach) they don't care about fair value. They care about getting OUT. That creates mispricing. The shares don't become less valuable - they just get cheaper because there's a forced seller and not enough natural"
X Link 2026-02-16T16:46Z [---] followers, [---] engagements
"@TrendSpider Everyone's buying $NVDA for the AI picks. Nobody's buying $XLE for the power bill. Datacenters don't run on hype - they run on electrons"
X Link 2026-02-16T17:02Z [---] followers, [---] engagements
"@patientinvestor The 3-5x plays are bets on secular trends. The 10x+ plays are bets on flawless execution by companies that haven't proven they can execute yet. $SPY $QQQ $PLTR $AVGO $APP $ASTS"
X Link 2026-02-16T17:12Z [---] followers, [---] engagements
"🚨 PLOT TWIST: While America Stumbles Britain's Breaking Records The FTSE [---] just smashed through [-----] points an ALL-TIME HIGH while US tech investors are licking their wounds. Here's the market divergence nobody saw coming. 📊 THE SCOREBOARD FTSE 100: +3% YTD (hitting record highs weekly) $SPY (S&P 500): -0.02% YTD (basically flat) $QQQ (Nasdaq 100): -2.02% YTD (DOWN) The UK index CRUSHED it in [----] too up 21.5% versus the S&P's 17.7%. And [----] Same story continues. 🤖 WHY THIS IS HAPPENING The AI Bill Has Come Due Big Tech is hemorrhaging cash on AI infrastructure. Expected to spend"
X Link 2026-02-16T21:44Z [---] followers, [---] engagements
"@WallStreetMav The bottleneck wont be making movies itll be making something worth watching in a world where everyone can generate a blockbuster on demand. $DIS $NFLX"
X Link 2026-02-16T21:50Z [---] followers, [----] engagements
"🚨 EVERYONE IS TALKING ABOUT GPU SHORTAGES. NOBODY IS TALKING ABOUT THE REAL BOTTLENECK. While Wall Street obsesses over GPUs a new research paper just exposed something that changes the entire AI infrastructure equation. 📊 THE BIG PICTURE A joint study from Georgia Tech and Intel ($INTC) tested five real-world AI agent workloads and found something shocking: CPUs not GPUs can eat up to 90.6% of total response time in agentic AI tasks The culprit Tool calls web searches memory lookups and orchestration all handled by the CPU not the GPU Even your GPU can sit IDLE while the CPU plays catch-up"
X Link 2026-02-17T20:26Z [---] followers, [--] engagements
"🤖 THE DECADE OF THE ROBOT IS HERE AND IT'S A $1 TRILLION OPPORTUNITY Barclays just dropped a massive prediction: AI-powered robots and autonomous machines could become a $1 TRILLION market by [----]. That's not sci-fi. That's [--] years away. 📊 THE BIG PICTURE Barclays projects the AI robotics market reaches $1 TRILLION by [----] Nearly [---] public companies stand to benefit Amazon already operates OVER [--] MILLION robots in its fulfillment centers Three main drivers: autonomous vehicles drones and humanoid robots China currently leads the world in robot deployment 🧠 WHY THIS IS HAPPENING Think of"
X Link 2026-02-17T20:31Z [---] followers, [--] engagements
"☕ COFFEE PRICES JUST CRASHED BELOW $3 FOR FIRST TIME SINCE AUGUST Your morning cup just got cheaper to make but what does that mean for your coffee stocks 📊 THE BIG PICTURE Coffee futures plunged to [---] cents/lb ($2.96) on Feb. [--] That's the lowest level since early August [----] DOWN 11% in just FIVE trading sessions Over the past [--] months coffee is now down 21% Speculators yanked $2.7 BILLION out of coffee futures the biggest investment exit in agricultural markets this year 🌧 WHY THIS IS HAPPENING Brazil the world's largest coffee producer is expected to harvest a RECORD crop in 2026/27."
X Link 2026-02-17T20:59Z [---] followers, [--] engagements
"🚨 APPLE JUST REVEALED ITS BIGGEST BET ON AI HARDWARE Apple is building THREE new AI-powered wearables and they could completely change how you interact with your iPhone. 📊 THE BIG PICTURE Smart Glasses competing directly with Meta Ray-Bans Dual cameras no display built-in mic + speakers Production could begin as early as DECEMBER [----] Target launch: [----] AI Pendant think of it as a tiny always-on camera you wear AirTag-sized clips to your shirt or hangs as a necklace Relies on iPhone for processing (not a standalone device) Possible launch as early as LATE [----] Camera AirPods the most"
X Link 2026-02-17T21:26Z [---] followers, [--] engagements
"🚨 ROBINHOOD JUST BROKE OPEN WALL STREET'S MOST EXCLUSIVE CLUB For decades the hottest investments the ones that turned early backers into billionaires were completely off-limits to regular people. Robinhood just changed that. 📊 THE BIG PICTURE $HOOD just announced the Robinhood Ventures Fund I ($RVI) a publicly traded fund that lets ANYONE invest in elite private companies before they go public. $1 BILLION IPO launching on the NYSE in the coming weeks Expected IPO price: $25/share Current portfolio: Databricks Ramp Revolut Oura Stripe (pending) + more Zero accreditation requirements no"
X Link 2026-02-17T21:40Z [---] followers, [--] engagements
"🚨 NVIDIA JUST LANDED ITS BIGGEST CUSTOMER DEAL EVER Meta and NVIDIA just announced a MASSIVE multiyear multigenerational partnership and the numbers are staggering. $META is going all-in on $NVDA's full AI stack to power AI for BILLIONS of users worldwide. 📊 THE BIG PICTURE Meta will deploy MILLIONS of NVIDIA Blackwell & Rubin GPUs First-ever large-scale Grace CPU-only deployment (no GPU needed) Spectrum-X Ethernet networking across Meta's entire infrastructure NVIDIA Confidential Computing deployed for WhatsApp privacy Deal expected to contribute TENS OF BILLIONS to NVIDIA's bottom line"
X Link 2026-02-17T22:00Z [---] followers, [---] engagements
"🚨 NVIDIA JUST DUMPED $APLD AND THE STOCK IS GETTING CRUSHED AFTER HOURS Everyone knew NVIDIA as $APLD's biggest fan. Today they officially broke up. 📊 THE BIG PICTURE NVIDIA just filed its quarterly "13F" report think of it like a report card that shows which stocks a big company bought or sold over the past [--] months. The verdict for $APLD SOLD. Completely out. And the market isn't happy: $APLD dropped 10% AFTER HOURS on the news $APLD had been one of the hottest AI stocks of [----] up 238% last year NVIDIA's exit comes after it originally invested $63M in APLD back in [----] 🤖 WHY THIS"
X Link 2026-02-17T22:16Z [---] followers, [---] engagements
"@KobeissiLetter The market doesn't care about Q4 '25 earnings; it cares about Q4 '27/30 relevance. Investors are aggressively discounting the terminal value of any company that looks like 'legacy' compute or labor. We are watching a real-time repricing of obsolescence. $NVDA $META $PLTR"
X Link 2026-02-17T22:46Z [---] followers, [---] engagements
"Please be specific on what data point was misleading in my post"
X Link 2026-02-17T22:59Z [---] followers, [--] engagements
"🌋 GOOGLE JUST MADE A MAJOR BET ON EARTH'S HEAT TO POWER ITS AI DATA CENTERS AI is hungry. Like REALLY hungry for power. And Google just found a clever way to feed it from miles underground. 📊 THE BIG PICTURE $GOOG (Alphabet/Google) signed a deal with Ormat Technologies ($ORA) for UP TO [---] MEGAWATTS of geothermal power in Nevada The power runs through Nevada utility NV Energy (owned by Warren Buffett's Berkshire Hathaway) Projects come online between [----] and [----] Contract runs [--] YEARS beyond the final project's completion date Still needs regulatory approval from Nevada's utility"
X Link 2026-02-18T06:27Z [---] followers, [--] engagements
"🤖 PALANTIR IS PRINTING MONEY AND JUST GETTING STARTED While the stock has been volatile lately the business fundamentals tell a completely different story. $PLTR just dropped its best earnings in company history and the numbers are hard to argue with. 📊 THE BIG PICTURE FY [----] Revenue: $4.48B up 56% from the year before Q4 [----] Revenue: $1.41B crushed Wall Street's $1.33B estimate Revenue growth vs. a year ago: UP 70% in a single quarter Net Income: $608M in [----] vs just $79M the year prior EPS: $0.25 beat analyst expectations of $0.23 CEO Alex Karp called it "indisputably the best results"
X Link 2026-02-18T06:56Z [---] followers, [--] engagements
"🚨 THE U.S. IS BORROWING ITSELF INTO A CORNER The Congressional Budget Office just dropped its 10-year forecast. The numbers are staggering. 📊 THE BIG PICTURE - US debt is projected to hit $56 TRILLION by [----] (from $30 trillion today) - Annual deficits grow from $1.9T in [----] $3.1T by [----] - That's roughly $2.3 TRILLION in new debt. Every single year. - Interest costs DOUBLE from $1T today to $2.1T by [----] - Debt as a % of the economy rises from 100% 120% of GDP (the highest level in US history ever) 🤔 WHY THIS IS HAPPENING Think of the federal budget like a household that spends way more"
X Link 2026-02-18T10:11Z [---] followers, [--] engagements
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