#  @StockSavvyShay Shay Boloor NVIDIA ($NVDA) continues to dominate the AI landscape, with its market value now surpassing several major tech companies and its CEO announcing a massive $500 billion business opportunity over the next six quarters. Tesla ($TSLA) is also making significant strides in AI, with Elon Musk announcing plans to build a [--] million-unit Optimus line and a [--] million-unit line, marking a major milestone in humanoid robotics. Several other companies, including Palantir ($PLTR), Amazon ($AMZN), and Microsoft ($MSFT), are also advancing their AI capabilities and partnerships, driving growth and innovation in the sector. ### Engagements: [-------] [#](/creator/twitter::1096436452576047104/interactions)  - [--] Week [----------] -41% - [--] Month [----------] +24% - [--] Months [-----------] +36% - [--] Year [-----------] +207% ### Mentions: [---] [#](/creator/twitter::1096436452576047104/posts_active)  - [--] Week [---] -4.60% - [--] Month [-----] +0.70% - [--] Months [-----] +34% - [--] Year [-----] +32% ### Followers: [-------] [#](/creator/twitter::1096436452576047104/followers)  - [--] Week [-------] +0.65% - [--] Month [-------] +4.30% - [--] Months [-------] +59% - [--] Year [-------] +165% ### CreatorRank: [------] [#](/creator/twitter::1096436452576047104/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #238 [technology brands](/list/technology-brands) #1475 [finance](/list/finance) #2988 [automotive brands](/list/automotive-brands) #465 [cryptocurrencies](/list/cryptocurrencies) #1664 [countries](/list/countries) 3.24% [social networks](/list/social-networks) 2.47% [celebrities](/list/celebrities) 2.16% [currencies](/list/currencies) #649 [exchanges](/list/exchanges) 0.77% **Social topic influence** [ai](/topic/ai) #501, [$nvda](/topic/$nvda) #10, [$googl](/topic/$googl) #53, [$amzn](/topic/$amzn) #2, [nvda](/topic/nvda) #1, [$pltr](/topic/$pltr) #3, [$tsla](/topic/$tsla) #2, [$amd](/topic/$amd) #4, [$hood](/topic/$hood) #5, [$rklb](/topic/$rklb) #2 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@polymarketmoney](/creator/undefined) [@k2__investment](/creator/undefined) [@narcissistx10](/creator/undefined) [@vanquishtrader](/creator/undefined) [@vulcanmk5](/creator/undefined) [@william_r2rclub](/creator/undefined) [@systemdaddyai](/creator/undefined) [@wallstreet_dawg](/creator/undefined) [@tonitrades_](/creator/undefined) [@shiqin](/creator/undefined) [@jrupena](/creator/undefined) [@treasureh8nter](/creator/undefined) [@sindhureddy](/creator/undefined) [@akinatorassets](/creator/undefined) [@russfrompublic](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@alcsoquo](/creator/undefined) [@james_s2908](/creator/undefined) [@urban_thread1](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Oklo Inc. (OKLO)](/topic/$oklo) [Metadium (META)](/topic/$meta) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Micron Technology, Inc. (MU)](/topic/$mu) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Now Coin (NOW)](/topic/$now) [Apple, Inc. (AAPL)](/topic/$aapl) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Snowflake Inc. (SNOW)](/topic/$snow) [Cameco Corporation (CCJ)](/topic/$ccj) [Astera Labs, Inc. (ALAB)](/topic/$alab) [RAI Finance (SOFI)](/topic/$sofi) [Planet Labs PBC (PL)](/topic/$pl) [Cloudflare, Inc. (NET)](/topic/$net) [Constellation Energy Corp (CEG)](/topic/$ceg) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [IonQ, Inc. (IONQ)](/topic/$ionq) [Centrus Energy Corp. (LEU)](/topic/$leu) [MongoDB, Inc. (MDB)](/topic/$mdb) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Arm Holdings plc (ARM)](/topic/$arm) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Adobe, Inc. (ADBE)](/topic/$adbe) [monday.com Ltd. (MNDY)](/topic/$mndy) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Intel Corporation (INTC)](/topic/$intc) [Vistra, Corp. (VST)](/topic/$vst) [Salesforce Inc (CRM)](/topic/$crm) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/$btc) [AppLovin Corporation (APP)](/topic/$app) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Atlassian Corporation PLC (TEAM)](/topic/$team) [NuScale Power Corporation (SMR)](/topic/$smr) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Tempus AI, Inc. (TEM)](/topic/$tem) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Sandisk Corporation (SNDK)](/topic/$sndk) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Redwire Corporation (RDW)](/topic/$rdw) ### Top Social Posts Top posts by engagements in the last [--] hours "My Top [--] Small-Cap Opportunities for [----] 🧐 [--]. $JMIA: As the leading pan-African e-commerce platform Jumia is driving growth and catering to a rapidly expanding base of shoppers across the continent. [--]. $AEHR: They ensure semiconductor reliability by providing essential testing tools for electric vehicles and data centers. [--]. $NVTS: Specializing in gallium nitride (GaN) power ICs -- Navitas leads in energy-efficient semiconductor solutions critical for the next wave of electronic devices. [--]. $INDI: They're driving the transition to smarter vehicles by delivering key chips for advanced" [X Link](https://x.com/StockSavvyShay/status/1860338428048736724) 2024-11-23T15:03Z 347.8K followers, 148.3K engagements "Heres an inside look at my small-cap portfolio & the reasons behind each of my holdings as we head into [----] 🧐 $ASTS -- The American Tower of Space building a global satellite-to-cellphone network to address the $1T+ connectivity market. $RKLB -- The FedEx of Space providing end-to-end satellite launch manufacturing & space data solutions for the $400B space economy. $IONQ -- Positioning itself as a leader in quantum computing by offering scalable trapped-ion quantum systems for high-value use cases such as drug discovery logistics optimization & financial modeling -- addressing a projected" [X Link](https://x.com/StockSavvyShay/status/1874478069123318036) 2025-01-01T15:29Z 347.8K followers, 157.8K engagements "Heading into Earning Season: Stocks I'm Buying & Avoiding 🧐 [--] Stocks to Buy $AMD -- Positioned to capitalize on surging AI demand with its MI300 series GPUs & expanding share in data centers and edge computing. With so much FUD already priced into the stock the upcoming earnings print could reset expectations $AMZN -- E-commerce margins are expanding through logistics robotics while AWS remains the unrivaled leader in compute for surging AI demand. $SNOW -- The king of consumption-based models Snowflakes BI tools are becoming indispensable for powering AI workloads an industry still in its" [X Link](https://x.com/StockSavvyShay/status/1883514036446507145) 2025-01-26T13:55Z 346.6K followers, 194.2K engagements "U.S. & CHINA AGREE TO CUT TARIFFS FOR [--] DAYS -- U.S. DROPS TO 30% (FROM 145%) CHINA TO 10% (FROM 125%) -- JOINT STATEMENT ISSUED FROM GENEV" [X Link](https://x.com/StockSavvyShay/status/1921831643163038148) 2025-05-12T07:35Z 346.6K followers, 135.6K engagements "FIRST DRIVERLESS $TSLA NOW HITTING THE ROADS IN AUSTIN 👀" [X Link](https://x.com/anyuser/status/1932482943630578105) 2025-06-10T17:00Z 347.7K followers, 547.6K engagements "$MBLY TOPS ESTIMATES -- STRIKES NEW DEAL WITH $TSM Q2 Prelim Sales: $504M vs. Est. $466M New Partnership: Supply deal with TSMC to produce imaging radar & next-gen EyeQ chips Share Offering: $INTC selling up to 52M shares -- Mobileye buying back $100M https://twitter.com/i/web/status/1942680996857667668 https://twitter.com/i/web/status/1942680996857667668" [X Link](https://x.com/StockSavvyShay/status/1942680996857667668) 2025-07-08T20:23Z 346.7K followers, 38K engagements "DEFENSE SECRETARY PETE HEGSETH JUST FAST-TRACKED A FULL-SCALE DRONE RAMP ACROSS THE U.S. MILITARY $ACHR is perfectly positioned as the platform for urban air mobility. https://x.com/SecDef/status/1943401411431026977/video/1 https://x.com/SecDef/status/1943401411431026977/video/1" [X Link](https://x.com/StockSavvyShay/status/1943405006939656588) 2025-07-10T20:20Z 346K followers, 509.3K engagements "$OPEN IS UP 650% THIS MONTH -- WHATS GOING ON" [X Link](https://x.com/StockSavvyShay/status/1947322181286773030) 2025-07-21T15:46Z 347.7K followers, 266.6K engagements "$NVO TRADING AT ALL-TIME LOW VALUATION OF 13X EARNINGS" [X Link](https://x.com/StockSavvyShay/status/1950544163768021271) 2025-07-30T13:09Z 347K followers, 89.8K engagements "$RDDT CRUSHED EARNINGS Sales $499M vs Est. $426M EPS $0.45 vs Est. $0.19 EBITDA $167M vs. Est. $129M Q3 Outlook Sales $540M vs. Est. $473M EBITDA $190M vs. Est. $160M https://twitter.com/i/web/status/1951012234886521197 https://twitter.com/i/web/status/1951012234886521197" [X Link](https://x.com/StockSavvyShay/status/1951012234886521197) 2025-07-31T20:08Z 348.1K followers, 59.1K engagements "WHO CONTROLS THE LIMITED $TSM ADVANCED CHIP PACKAGING THROUGH [----] $NVDA 60% $AVGO 15% $AMD 10% $AMZN 5% $MRVL 5% TSMC is clearly prioritizing Nvidia -- making it the gatekeeper of AI compute" [X Link](https://x.com/StockSavvyShay/status/1957422690710753497) 2025-08-18T12:41Z 347.8K followers, 82.8K engagements "🟡 DAILY RIP LIVE - KATIE PERRY SHAY BOLOOR + CHRIS CAMILLO PRESENTED BY SURF AIR MOBILITY $SRFM https://x.com/i/broadcasts/1yNGabreLLWJj https://x.com/i/broadcasts/1yNGabreLLWJj" [X Link](https://x.com/StockSavvyShay/status/1957789693103469016) 2025-08-19T13:00Z 347.5K followers, 18.9K engagements "$PLTR TO SIGN $920M UK DEAL DURING TRUMPS VISIT" [X Link](https://x.com/StockSavvyShay/status/1968383982783139900) 2025-09-17T18:38Z 347.8K followers, 145.4K engagements "TOP [--] ACTIVE WATCHLIST FOR BOTH PORTFOLIOS Growth [--]. $GOOGL Alphabet [--]. $OKLO Oklo [--]. $IREN IREN [--]. $NBIS Nebius [--]. $ISRG Intuitive Surgical Small-Cap [--]. $ONDS Ondas [--]. $RR Richtech Robotics [--]. $OSCR Oscar [--]. $CIFR Cipher Mining [--]. $PRCT PROCEPT BioRobotics https://twitter.com/i/web/status/1971934240360353820 https://twitter.com/i/web/status/1971934240360353820" [X Link](https://x.com/StockSavvyShay/status/1971934240360353820) 2025-09-27T13:45Z 346.8K followers, 167.1K engagements "$TSLA TO UNVEIL 3RD-GEN HUMANOID ROBOT IN [----] Elon Musk is betting the Optimus line can scale to [--] million units a year by [----] positioning Tesla as the leader of the coming physical AI economy" [X Link](https://x.com/StockSavvyShay/status/1972970747418333525) 2025-09-30T10:24Z 346.8K followers, 79.4K engagements "$DOCN is quietly positioning itself as an AI utility for developers & SMBs. Today it unveiled an AI Partner Program & a major AI Ecosystem expansion. The platform now offers $AMD & $NVDA GPUs along with top models from $META OpenAI DeepSeek & Mistral" [X Link](https://x.com/StockSavvyShay/status/1973714118344683992) 2025-10-02T11:38Z 347.1K followers, 36.3K engagements "5 WAYS AI IS REBUILDING HEALTHCARE [--]. $TEM uses AI on genomic & clinical data to help doctors pick the right therapy for each patient while $BEAM $NTLA $PRME $CRSP & $TWST build the gene-editing/cell-therapy tools that make personalized medicine possible. [--]. AI is moving routine care online so patients get faster access & stay out of hospitals. $HIMS focuses on primary/mental-health visits $OSCR guides members through benefits and care choices & $TDOC connects patients with doctors/specialists virtually. [--]. $ABCL $RXRX & $SDGR power genAI drug discovery running in-silico experiments thousands" [X Link](https://x.com/StockSavvyShay/status/1974819792956878873) 2025-10-05T12:51Z 346.3K followers, 213.4K engagements "$SOFI delivered 😏 Sales $962M vs Est. $891M EPS $0.11 vs Est. $0.09 Adj EBITDA 29% New Members +34% YoY to at least 3.5M FY25 Guidance Sales $3.54B vs Est. $3.45B EPS $0.37 vs Est. $0.32 GAAP Net $455M" [X Link](https://x.com/StockSavvyShay/status/1983129133824582024) 2025-10-28T11:10Z 347.5K followers, 221.5K engagements "1. $NBIS Nebius Cloud Utility for the AI Age Nebius is the closest example of a true integrated AI utility. It sells capacity before construction begins which means revenue is locked in long before the concrete is poured. The $17B $MSFT deal confirmed this model works since those multi-year contracts secure cash flow and reduce financing risk since the utilization is guaranteed. Nebius data centers are built 20% more power-efficient than typical cloud sites which means every GPU-hour they sell costs less to produce. In an industry where power costs can exceed 40% of total operating expense" [X Link](https://x.com/StockSavvyShay/status/1984977606664720805) 2025-11-02T13:35Z 346.3K followers, 320K engagements "2. $IREN IREN Limited Energy-to-Compute Engine of the AI Era IREN is structurally the most vertically integrated company in the entire AI infrastructure segment since controls the full value chain from power generation to compute delivery. Its renewable energy costs average [---] cents per kWh (among the lowest in North America) and it owns the physical land substations & cooling systems needed to bring additional capacity online quickly. What differentiates IREN is its ability to convert that cheap power into rentable GPU capacity faster than most peers. The company already operates its own AI" [X Link](https://x.com/StockSavvyShay/status/1984977609260716185) 2025-11-02T13:35Z 346.3K followers, 87.4K engagements "$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Sales $1.18B vs Est. $1.09B EPS $0.21 vs Est. $0.17 US Commercial: $397M -- up 121% YoY Q4 Guidance Sales $1.33B vs Est. $1.18B Operating Profit $697M vs Est. $575M FY25 Outlook Sales $4.42B vs Est. $4.16B Operating Profit $2.16B vs Est. $1.93B https://twitter.com/i/web/status/1985453783359574400 https://twitter.com/i/web/status/1985453783359574400" [X Link](https://x.com/StockSavvyShay/status/1985453783359574400) 2025-11-03T21:07Z 347.8K followers, 299.3K engagements "$AAPL is finalizing a deal to pay $GOOGL about $1B a year to integrate Geminis 1.2T-parameter AI model into Siri" [X Link](https://x.com/anyuser/status/1986149815492005933) 2025-11-05T19:13Z 347.9K followers, 180.9K engagements "I opened two new positions this week in the growth portfolio. Both companies are under $2B in market cap. Any guesses" [X Link](https://x.com/StockSavvyShay/status/1987160789602435297) 2025-11-08T14:10Z 347.7K followers, 417.4K engagements "$HOOD is building a fund that would let retail investors get exposure to private AI startups. It would be a leveraged closed-end vehicle run by Robinhood Ventures that opens access to elite private AI names normally reserved for VCs & institutions. Retail finally gets in" [X Link](https://x.com/StockSavvyShay/status/1987873343975096491) 2025-11-10T13:21Z 347.7K followers, 480.3K engagements "UPDATED DCA PLAN [--]. $META Meta [--]. $MELI MercadoLibre [--]. $AXON Axon [--]. $NBIS Nebius [--]. $RKLB Rocket Lab [--]. $SOFI SoFi [--]. $IREN IREN Limited [--]. $BMNR BitMine [--]. $CIFR Cipher [--]. $ONDS Ondas https://twitter.com/i/web/status/1989703922492346516 https://twitter.com/i/web/status/1989703922492346516" [X Link](https://x.com/StockSavvyShay/status/1989703922492346516) 2025-11-15T14:35Z 346.3K followers, 134K engagements "Peter Thiel fully dumped his entire $NVDA. He also unwound 65% of his US equity book in Q3 & now essentially only holds $TSLA $MSFT & $AAPL" [X Link](https://x.com/StockSavvyShay/status/1990221788501180685) 2025-11-17T00:53Z 348.1K followers, 320.2K engagements "$AMZN just rolled out Ads Agent an AI system that handles targeting budget allocation & even SQL-level analytics for you. It lowers the barrier for smaller advertisers and makes Amazons ad engine even stickier as spend consolidates onto the platform" [X Link](https://x.com/StockSavvyShay/status/1990380240288583890) 2025-11-17T11:23Z 346.7K followers, 52.3K engagements "$GOOGL is rolling out AI Flight Deals globally alongside a new AI Mode trip planner with Canvas & agent-style booking for restaurants & events in the US. Puts direct pressure on $EXPE $BKNG & $ABNB as Google builds a full AI-native travel funnel from search to booking" [X Link](https://x.com/StockSavvyShay/status/1990479566390112573) 2025-11-17T17:58Z 347.5K followers, 123.7K engagements "@TrendSpider [--]. $NET Cloudflare" [X Link](https://x.com/StockSavvyShay/status/1992240901603942596) 2025-11-22T14:36Z 347.5K followers, 11.4K engagements "THE TOP GROWTH PERFORMERS OF [----] [--]. $IREN +387% [--]. $OPEN +381% [--]. $CIFR +339% [--]. $OKLO +331% [--]. $MP +297% [--]. $SYM +253% [--]. $HOOD +245% [--]. $NBIS +242% [--]. $JMIA +232% [--]. $EOSE +210% [--]. $ONDS +209% [--]. $PL +195% [--]. $MU +181% [--]. $QBTS +170% [--]. $ASTS +166%" [X Link](https://x.com/StockSavvyShay/status/1994746513399189761) 2025-11-29T12:33Z 348K followers, 155.2K engagements "DATA CENTERS WILL HIT 10% OF U.S. POWER DEMAND BY [----] [--] names to watch: $NNE grid buildout $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage https://twitter.com/i/web/status/1994775991185805761 https://twitter.com/i/web/status/1994775991185805761" [X Link](https://x.com/StockSavvyShay/status/1994775991185805761) 2025-11-29T14:30Z 346.1K followers, 256.2K engagements "MY FAVORITE SUB-$5B NAMES HEADING INTO [----] [--]. $CLPT ClearPoint Neuro [--]. $DOCN DigitalOcean [--]. $EOSE Eos Energy [--]. $TMDX TransMedics [--]. $VKTX Viking Therapeutics [--]. $JMIA Jumia [--]. $ONDS Ondas [--]. $AEHR Aehr Test System" [X Link](https://x.com/StockSavvyShay/status/1994783337874165864) 2025-11-29T14:59Z 347.6K followers, 180.8K engagements "PRESIDENT TRUMP WEIGHING A ROBOTICS EXECUTIVE ORDER FOR [----] Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year. How robotics is quietly getting built out across the economy: [--]. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA $AVGO & $QCOM are the engines & nervous system that let the robots sense and act. [--]. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD 3." [X Link](https://x.com/StockSavvyShay/status/1996206357255451057) 2025-12-03T13:14Z 346K followers, 491.3K engagements "Jensen is making it clear that $NVDA is a platform because every major AI workflow (model training fine-tuning inference simulation robotics digital twins) is already built around Nvidias APIs & libraries The switching costs are enormous" [X Link](https://x.com/StockSavvyShay/status/1996344111641895201) 2025-12-03T22:21Z 348.1K followers, 49.2K engagements "$PLTR launched Chain Reaction with $NVDA as an AI infra platform that unifies utilities data centers & developers to forecast power demand as AI loads accelerate. AI doesnt scale without a coordination layer for power & Palantir is making it clear they plan to own that layer" [X Link](https://x.com/StockSavvyShay/status/1996538348622713268) 2025-12-04T11:13Z 347.6K followers, 75.5K engagements "TEN MOST LIKELY CANDIDATES FOR S&P [---] INCLUSION TODAY AFTER THE BELL [--]. $SOFI SoFi [--]. $RDDT Reddit [--]. $VEEV Veeva [--]. $PSTG Pure Storage [--]. $ZM Zoom [--]. $ALAB Astera Labs [--]. $VRT Vertiv [--]. $MSTR Strategy [--]. $COHR Coherent [--]. $AFRM Affirm https://twitter.com/i/web/status/1996903453667610743 https://twitter.com/i/web/status/1996903453667610743" [X Link](https://x.com/StockSavvyShay/status/1996903453667610743) 2025-12-05T11:24Z 347.6K followers, 523.4K engagements "10 COMPANIES WITH THE STRONGEST EARNINGS CYCLE [--]. $GOOGL Alphabet [--]. $RBRK Rubrik [--]. $PLTR Palantir [--]. $MDB MongoDB [--]. $ALAB Astera Labs [--]. $DOCN DigitalOcean [--]. $CRDO Credo [--]. $SOFI SoFi [--]. $DDOG DataDog [--]. $LMND Lemonade https://twitter.com/i/web/status/1997308922995298485 https://twitter.com/i/web/status/1997308922995298485" [X Link](https://x.com/StockSavvyShay/status/1997308922995298485) 2025-12-06T14:15Z 347.6K followers, 142.2K engagements "MY TOP [--] GROWTH POSITIONS HEADING INTO [----] [--]. $RKLB building future of space logistics [--]. $CLPT navigation platform for neurosurgeons [--]. $JMIA scaling logistics across Africa [--]. $EOSE powering the grid with long-duration zinc storage [--]. $TMDX expanding organ care with fleet & network effect Total return since 2023: +335% vs +63% for the S&P 500" [X Link](https://x.com/StockSavvyShay/status/1997319845860581564) 2025-12-06T14:58Z 346.6K followers, 227.6K engagements "EVERY PART OF THE NUCLEAR TRADE IS NOW INTERCONNECTED Upstream you have the uranium miners & fuel processors like $CCJ $UUUU & $LEU that feed the entire system. Midstream you have the reactor & SMR builders like $SMR $OKLO $BWXT & $NNE turning that fuel into deployable nuclear capacity. Downstream you have the utilities like $NEE $VST $TLN & $CEG that convert that capacity into actual grid power. The whole stack moves as one now because power is becoming the bottleneck for the entire AI economy since if utilities cant deliver the megawatts required then the new data centers wont reach full" [X Link](https://x.com/StockSavvyShay/status/1998379522413019472) 2025-12-09T13:09Z 347.4K followers, 132.8K engagements "$META COULD DROP ITS NEW AI AVOCADO MODEL IN Q1" [X Link](https://x.com/StockSavvyShay/status/1998389820482327026) 2025-12-09T13:50Z 347.8K followers, 93.9K engagements "$BMNR up over 10% ahead of the Fed tomorrow" [X Link](https://x.com/StockSavvyShay/status/1998467561168769269) 2025-12-09T18:59Z 347.5K followers, 78.7K engagements "SPACEX CONSIDERING [----] IPO AT $1.5T VALUATION" [X Link](https://x.com/StockSavvyShay/status/1998493056669245815) 2025-12-09T20:40Z 346.2K followers, 267.3K engagements "2026 SPACE ECONOMY WATCHLIST A SpaceX IPO in [----] would put the entire $1.8T space economy under the brightest spotlight it has ever had because once the anchor of the sector goes public every layer of the ecosystem gets pulled into the narrative. Heres the ecosystem: Moon Builders $LUNR Space Metals Foundries $USAR $ATI Space Data Miners $SPIR $BKSY $PL Earth-to-Orbit Network $T $TMUS $VZ Space Hardware Guild $HON $LHX $RDW Space Internet Providers $VSAT $IRDM $SATS Eyes & Ears of Orbit $BWXT $TDY $ST $AME Space Engines $RKLB $FLY SpaceX Blue Origin Orbital Real Estate Developers $ASTS $PL" [X Link](https://x.com/StockSavvyShay/status/1999816770987729077) 2025-12-13T12:20Z 347.6K followers, 340.2K engagements "MY [----] PREDICTIONS [--]. Amazon goes from Mag-7 laggard to leader as AWS reaccelerates. Compute bottlenecks fade Trainium gains real adoption & AWS growth moves back toward the mid-twenties while Ads continues its steady climb & becomes a second profit engine that structurally lifts $AMZN margins. [--]. Space industry becomes a mainstream investment theme. A $1.5T SpaceX IPO forces public markets to rethink what the space economy is actually worth. That shift accelerates as Sam Altman explores a direct SpaceX competitor & as Sundar Pichai Jeff Bezos & Elon Musk openly discuss orbital compute which" [X Link](https://x.com/StockSavvyShay/status/1999836053126136024) 2025-12-13T13:37Z 347.8K followers, 519.5K engagements "10 WAYS TO BUILD AN AI POWER PORTFOLIO $NVDA CEO Jensen Huang recently said the biggest bottleneck in AI is energy & power. Here are the best ways to build a portfolio to capitalize on that shift: [--]. $OKLO is effectively building the local nuclear plant that the AI economy will require by enabling reactors to be placed directly next to data-center campuses for 24/7 onsite generation. [--]. $CEG is the nuclear backbone of the AI era by supplying the 24/7 carbon-free baseload power hyperscalers cant scale without. [--]. $VST is the hybrid power engine of AI by combining nuclear gas & storage to" [X Link](https://x.com/StockSavvyShay/status/2000211325641981995) 2025-12-14T14:28Z 346.8K followers, 377.1K engagements "I have a new top position in my portfolio and its one thats never sat at the top before. Any guesses" [X Link](https://x.com/StockSavvyShay/status/2001069979668754851) 2025-12-16T23:20Z 347.5K followers, 230.1K engagements "Want to see if memory has pricing power in the AI stack Look at $MU margins" [X Link](https://x.com/StockSavvyShay/status/2001697648961818679) 2025-12-18T16:54Z 348K followers, 42.2K engagements "$ORCL & OpenAI received Michigan approval to power a [---] GW Stargate data center with DTE Energy fast-tracking electricity for a facility the size of a nuclear reactor. The project pushes their U.S. partnership beyond [--] GW of planned capacity & $450B+ in investment with Oracle fully covering power costs. https://twitter.com/i/web/status/2001735832835948693 https://twitter.com/i/web/status/2001735832835948693" [X Link](https://x.com/StockSavvyShay/status/2001735832835948693) 2025-12-18T19:26Z 346.7K followers, 89K engagements "$GOOGL CEO has been consistently discussing data centers in space. Given it already owns 3% of $ASTS that stake looks like early positioning for deeper commercial partnerships" [X Link](https://x.com/StockSavvyShay/status/2002403883281187175) 2025-12-20T15:41Z 346.2K followers, 167K engagements "MY DRONE WATCHLIST $ONDS is about connectivity $TDY is about sensing & targeting $PLTR is about command control & decision-making $UMAC is about fleet orchestration & swarm management $DPRO is about operations training & real-world deployment $AVAV $KTOS $RCAT & $TXT are about airframes & mission hardware $ENVX isabout battery tech that extends flight time & mission endurance [--] WAYS TO PLAY AMERICAN DRONE DOMINANCE ENTERING [----] [--]. $ONDS builds the secure communication networks drones rely on to transmit video data & commands without being jammed or hacked. [--]. $AVAV is the dominant U.S." [X Link](https://x.com/StockSavvyShay/status/2002415220610752691) 2025-12-20T16:26Z 347.8K followers, 158.8K engagements "Wild that the $RKLB shares I was scooping up not even two years ago are already up 20x" [X Link](https://x.com/StockSavvyShay/status/2003170660877778971) 2025-12-22T18:27Z 347.5K followers, 77.2K engagements "$NVDA is partnering with SK Hynix & Phison on a new AI SSD (Storage Next) built to sit between DRAM/HBM & traditional storage. The goal is to keep GPUs fed as inference becomes a memory bottleneck with a prototype targeted for 2026" [X Link](https://x.com/StockSavvyShay/status/2003437754802405725) 2025-12-23T12:09Z 346.7K followers, 42.6K engagements "PETER LYNCHS FAVORITE METRIC IS THE PEG RATIO PEG [--] usually means mispriced growth PEG [--] starts to push into the danger zone Popular names right now: $PLTR 4.6x $TSLA 4.6x $GOOGL 2.7x $HOOD 2.7x $AAPL 2.6x $ASML 2.3x $ALAB 2.0x $NOW 1.9x $AMZN 1.7x $MSFT 1.5x $SOFI 1.5x $META 1.4x $CRM 1.3x $TSM 1.2x $ADBE 1.2x $AVGO 1.0x $HIMS 1.0x $ORCL 0.9x $NVDA 0.8x $PYPL 0.8x $AMD 0.6x https://twitter.com/i/web/status/2005273243289358349 https://twitter.com/i/web/status/2005273243289358349" [X Link](https://x.com/StockSavvyShay/status/2005273243289358349) 2025-12-28T13:42Z 347.4K followers, 269.2K engagements "DRONES WILL BE ONE OF THE HOTTEST THEMES OF [----] The ecosystem breaks down like this: $UAVS drones used for farming & commercial work $ONDS communication systems that let drones talk securely $UMAC software that coordinates groups of drones working together $JOBY $ACHR $EVTL $EH electric aircraft designed to carry people $AVAV $KTOS $RCAT $AIRO the physical drones & mission hardware $DPRO drone platforms used for training operations & real-world deployment $NOC $LMT large-scale autonomous & defense systems integrated into military platforms https://twitter.com/i/web/status/2005654019705078231" [X Link](https://x.com/StockSavvyShay/status/2005654019705078231) 2025-12-29T14:55Z 347.5K followers, 370.5K engagements "2026 WILL BE THE YEAR OF SPACE A SpaceX IPO in [----] would put the entire $1.8T space economy under its brightest spotlight yet with every layer of the ecosystem getting repriced: $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from orbit $ASTS turning space into a global cellular network $RDW supplying the picks-and-shovels of orbital infrastructure https://twitter.com/i/web/status/2006369534496956678 https://twitter.com/i/web/status/2006369534496956678" [X Link](https://x.com/StockSavvyShay/status/2006369534496956678) 2025-12-31T14:19Z 347.8K followers, 191.3K engagements "2025 WAS A YEAR TO FORGET FOR $MSTR HOLDERS" [X Link](https://x.com/StockSavvyShay/status/2006385311795085788) 2025-12-31T15:21Z 347.6K followers, 44.3K engagements "Goldman Sachs expects global humanoid robot market to reach $38B within next decade. $NVDA supplying the intelligence layer $AMZN automating the logistics layer $TSLA building physical embodiment layer $PLTR coordinating the control layer" [X Link](https://x.com/StockSavvyShay/status/2008159612281774239) 2026-01-05T12:52Z 347.1K followers, 438.7K engagements "WHY THE $ASTS DOWNGRADE IS WRONG [--]. Distribution is already solved AST doesnt need to acquire users since they come through carriers like $T $VZ Vodafone Rakuten and others. Thats billions of subscribers already embedded in the system so focusing on retail signups is the wrong metric when the carriers already own the customer relationship. [--]. Coverage Is the Product AST makes money by filling coverage gaps that networks cant reach like roaming uplift emergency access etc. There is no hardware to subsidize no dishes to ship and no consumer marketing funnel to fund so applying a consumer" [X Link](https://x.com/StockSavvyShay/status/2008902786852008082) 2026-01-07T14:05Z 346.6K followers, 177.1K engagements "$TSM PROJECTED [----] REVENUE MIX $NVDA 20% now the single largest named customer as AI training & inference soak up marginal wafer supply $AAPL 16% still massive volume but no longer the automatic top seat when capacity tightens $AVGO 11% driven by custom silicon & networking tied directly to AI data center buildouts $AMD 8% supported by secondary AI accelerator demand & CPU share TSMCs marginal capacity is increasingly being pulled toward AI-heavy customers & that pressure only accelerates as it remains the factory producing over 90% of the worlds most advanced wafers." [X Link](https://x.com/StockSavvyShay/status/2010383308375400803) 2026-01-11T16:08Z 346K followers, 39.9K engagements "$TEM pre-announced earnings ahead of JPM Healthcare with Q4 revenue of $367M vs est. $360M alongside record TCV now exceeding $1.1B & net revenue retention of 126%. Tempus is positioning itself to build the largest oncology-focused foundation model by embedding its data platform directly into next-gen drug discovery workflows. https://twitter.com/i/web/status/2010528887407821208 https://twitter.com/i/web/status/2010528887407821208" [X Link](https://x.com/StockSavvyShay/status/2010528887407821208) 2026-01-12T01:46Z 347.5K followers, 84.5K engagements "Nobody wants to live on SaaS Ave in [----] $MNDY -6% $CRM -6% $SNOW -6% $TEAM -5% $DOCU -5% $ADBE -5% $WDAY -3% $NOW -3%" [X Link](https://x.com/StockSavvyShay/status/2011131670393745822) 2026-01-13T17:42Z 347.8K followers, 153.9K engagements "China is telling domestic firms to stop using certain U.S. and Israeli cybersecurity software on national-security grounds. Names cited include $AVGO VMware $PANW $FTNT & $CHKP" [X Link](https://x.com/StockSavvyShay/status/2011392841688465508) 2026-01-14T10:59Z 347.2K followers, 45.6K engagements "$BMNR plans a $200M equity investment in Beast Industries with potential DeFi integration tied to Beasts upcoming financial platform. Bitmine also plans to launch its MAVAN validator network in Q1 2026" [X Link](https://x.com/StockSavvyShay/status/2011778736904159245) 2026-01-15T12:33Z 346.9K followers, 295.4K engagements "Absolutely wild how much cash $TSM is already printing from the AI economy. Theyve essentially doubled their cash position from $45B to $90B in just two years. $TSM CRUSHED THEIR EARNINGS Sales $33.7B vs Est. $31.3B EPS $3.14 vs Est. $2.79 Gross margin 62% vs Est. 61% Net income $16.3B vs Est. $15.2B Advanced nodes (7nm) were 77% of wafer revenue Q1 Guidance Sales $35.2B vs Est. $33.2B Gross margin 64% vs. Est. https://t.co/XfmPgJWUMP $TSM CRUSHED THEIR EARNINGS Sales $33.7B vs Est. $31.3B EPS $3.14 vs Est. $2.79 Gross margin 62% vs Est. 61% Net income $16.3B vs Est. $15.2B Advanced nodes" [X Link](https://x.com/StockSavvyShay/status/2011849920811319620) 2026-01-15T17:16Z 347.3K followers, 40.5K engagements "Truly wild that only two years ago I was buying $ASTS at $3 🤯" [X Link](https://x.com/StockSavvyShay/status/2011955400472740075) 2026-01-16T00:15Z 346.2K followers, 28.1K engagements "Im getting a lot of questions about trimming $RKLB and the answer is Im not. This is the second source of the space economy and we are still in the earliest innings of figuring out how big the space economy actually becomes. When something works this well the instinct is to protect gains especially when youre up 15x and its grown into a large position but that instinct is usually driven by fear since one of the hardest parts of growth investing is sitting through volatility after youre already "right" because every pullback feels like a mistake for not locking it in. Selling early often" [X Link](https://x.com/StockSavvyShay/status/2012250076215906592) 2026-01-16T19:46Z 347.6K followers, 101.5K engagements "The Repricing of Software Whats happening in software right now is bigger than a random sector rotation since its the market repricing an entire business model in real time. The thing that made SaaS magical for a decade which was seat-driven expansion packaged as predictable ARR is colliding with a world where outcomes can scale without headcount. Weve seen this movie twice since mainframes did not disappear because they stopped working since they stayed mission critical but disappeared as a growth story because the economics broke the moment compute became cheap distributed and flexible. The" [X Link](https://x.com/StockSavvyShay/status/2012528827256418534) 2026-01-17T14:13Z 347.4K followers, 803.6K engagements "HERES TODAYS FOX BUSINESS SEGMENT What $TSM earnings revealed about the AI cycle: $NVDA $ASML $AMD SMID names riding TSMCs dominance: $AMKR $AEHR $ALAB $PSTG The space economy in 2026: SpaceX $RKLB $ASTS $PL FOMO vs. fear of buying the top and how growth investors build positions Why tariff-driven volatility is political noise rather than a breakdown in bull market https://twitter.com/i/web/status/2013389089601700086 https://twitter.com/i/web/status/2013389089601700086" [X Link](https://x.com/StockSavvyShay/status/2013389089601700086) 2026-01-19T23:12Z 347.5K followers, 449K engagements "Ray Dalio warned at Davos that rising trade tensions widening deficits & policy uncertainty could erode confidence in U.S. assets triggering what he called capital wars. He noted growing flows into gold as a hedge against a breaking monetary order arguing investors remain underallocated to hard assets even as debt & geopolitical risks rise. https://twitter.com/i/web/status/2013640951437377740 https://twitter.com/i/web/status/2013640951437377740" [X Link](https://x.com/StockSavvyShay/status/2013640951437377740) 2026-01-20T15:53Z 347.8K followers, 106.3K engagements "$PLTR CEO Alex Karp tells Reuters the company signed a multi-year deal with HD Hyundai worth hundreds of millions of dollars deepening its push into Korea" [X Link](https://x.com/StockSavvyShay/status/2013699177583354097) 2026-01-20T19:44Z 346.6K followers, 107.5K engagements "President Trump said the U.S. is going heavy into nuclear energy citing major safety advances. He argued nuclear is now both reliable & cost-competitive for powering the economy. That money supports the entire nuclear stack: Upstream uranium miners & fuel processors like $CCJ $UUUU & $LEU that supply the raw fuel Midstream reactor & SMR builders like $SMR $OKLO $BWXT & $NNE that turn fuel into capacity Downstream utilities like $NEE $VST $TLN & $CEG that convert that capacity into grid power https://twitter.com/i/web/status/2013975132927308169" [X Link](https://x.com/StockSavvyShay/status/2013975132927308169) 2026-01-21T14:01Z 347.4K followers, 259.9K engagements "Wild that Greenland of all things is driving a selloff across space healthcare drones energy & compute: $ASTS -12% $KTOS -10% $UUUU -10% $EOSE -9% $PL -9% $IREN -8% $ONDS -8% $HIMS -8% $CIFR -7% $AVAV -7% $OSCR -7% $NBIS -6% $RKLB -6% https://twitter.com/i/web/status/2014038204408791471 https://twitter.com/i/web/status/2014038204408791471" [X Link](https://x.com/StockSavvyShay/status/2014038204408791471) 2026-01-21T18:11Z 347.6K followers, 109.9K engagements "$MSFT CEO Satya Nadella is effectively calling the end of software applications as the value layer. In an agentic world apps become passive databases while AI agents hold the intelligence make decisions & do the work Apps become commodities while agents become the business" [X Link](https://x.com/StockSavvyShay/status/2014322868436513029) 2026-01-22T13:02Z 347.5K followers, 415.8K engagements "UPDATED GROWTH PORTFOLIO WATCHLIST [--]. $LMND AI-native insurance stack [--]. $OKLO modular nuclear power for AI data centers [--]. $HOOD retail finance OS with embedded growth levers [--]. $PI item-level RFID platform for global inventory tracking [--]. $KTOS autonomous defense systems for attritable warfare [--]. $RR service robotics platform for labor-constrained industries [--]. $DPRO government & enterprise drone data capture platform [--]. $JOBY vertically integrated eVTOL aircraft & operations platform [--]. $ACHR commercial eVTOL manufacturer with airline partnerships [--]. $AVAV scaled military drone OEM with" [X Link](https://x.com/StockSavvyShay/status/2014335339402498145) 2026-01-22T13:52Z 347.7K followers, 164.2K engagements "$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to $85T of investment over the next [--] years spanning energy chips data centers & AI factories. The AI buildout still in its early innings" [X Link](https://x.com/StockSavvyShay/status/2014435905566867663) 2026-01-22T20:32Z 346.4K followers, 156.6K engagements "The world consumes 30M tons of copper a year but recycles only 4M which means GDP growth at 3% with no electrification requires mining as much copper in the next [--] years as in the last [-----] That doesnt account for data centers or grid expansion so supply gap is massive" [X Link](https://x.com/StockSavvyShay/status/2014679461661442485) 2026-01-23T12:39Z 347.5K followers, 290.1K engagements "Manufacturing has become the most valuable layer of the global economy again. $TSM sitting at $1.7T shows that control of advanced nodes now means control over AI defense autos consumer electronics & national security. $TSLA at $1.5T reinforces the same idea that a vertically integrated manufacturing paired with software energy & autonomy commands premium value. Were in a build economy and this chart makes clear who the market believes the real builders are. Manufacturing at market scale. $TSMC ($1.7T) and $TSLA ($1.5T) lead global manufacturing by market cap highlighting how semiconductors" [X Link](https://x.com/StockSavvyShay/status/2014700880873017718) 2026-01-23T14:04Z 346.3K followers, 96K engagements "$NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a [--] GW U.S. power shortfall by [----] so heres how the power stack breaks down. NUCLEAR $SMR industrializing small modular nuclear reactors $UUUU integrating uranium mining with fuel processing $OKLO building on-site nuclear power for AI data centers $CCJ anchoring uranium supply for the nuclear build cycle $LEU enabling advanced reactors through fuel enrichment $UEC scaling uranium production for long-duration demand $BWXT supplying critical nuclear components & fuel systems $NNE developing" [X Link](https://x.com/StockSavvyShay/status/2015055582659768756) 2026-01-24T13:34Z 347.4K followers, 101.8K engagements "Bernstein expects a massive copper shortage to begin in [----] right as AI infrastructure moves into mass scale. AI only scales on electricity and electricity scales on copper because a single $NVDA Blackwell rack pulls [---] kilowatts and every megawatt delivered to a data center requires copper at every layer of the stack. This also lines up almost perfectly with Blackwell moving into mass deployment inference overtaking training and hyperscalers shifting from single flagship data centers to regional clusters. Everyone is trying to double capacity at the same time which is why the AI supercycle" [X Link](https://x.com/StockSavvyShay/status/2015079608031625608) 2026-01-24T15:09Z 348.1K followers, 287.2K engagements "Stocks always retest the 200-day MA. After big runs in $MU $GOOGL $PLTR $OKLO $ASTS $RKLB $ONDS $IREN & $NBIS a reset to support is normal. FOMO is emotional but patience is how Buffett got rich" [X Link](https://x.com/StockSavvyShay/status/2015415953396465963) 2026-01-25T13:26Z 346K followers, 437.9K engagements "YouTube is one of $GOOGL most underrated asset in the new digital economy. It makes roughly the same revenue as $NFLX but Netflix spent $18B on content last year alone while YouTube spent nothing and still grew 13% by letting creators fund the platform. Estimated [----] revenue: Netflix $45.2 billion YouTube $45.6 billion Which company would you rather own https://t.co/cnI4uEcYPI Estimated [----] revenue: Netflix $45.2 billion YouTube $45.6 billion Which company would you rather own https://t.co/cnI4uEcYPI" [X Link](https://x.com/StockSavvyShay/status/2015472418031370422) 2026-01-25T17:10Z 346K followers, 216.1K engagements "CRITICAL MINERALS RUNNING OVERNIGHT $CRML +12% $USAR +9% $TMQ +7% $UAMY +7% $UUUU +5% $LAC +5% $MP +2% CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke points: Rare Earth Elements $MP controls the only scaled rare earth https://t.co/PLthHE9i2T CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke" [X Link](https://x.com/StockSavvyShay/status/2015593109816844798) 2026-01-26T01:10Z 347.1K followers, 149.4K engagements "$IONQ is buying chip maker $SKYT for $1.8B or $35 per share. The deal secures U.S.-based fabrication giving IonQ more control over how fast it scales & how reliably it can deliver systems. I love this because a domestic foundry matters A TON for federal & defense contracts" [X Link](https://x.com/StockSavvyShay/status/2015752436552774018) 2026-01-26T11:43Z 346.1K followers, 159.8K engagements "$NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by [----] with early deployments planned around Nvidias Rubin platform Vera CPUs & BlueField systems" [X Link](https://x.com/StockSavvyShay/status/2015773372500918352) 2026-01-26T13:06Z 347.5K followers, 100.2K engagements "Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to access data APIs & users in real time $DOCN monetizes the long-tail of agent workloads that need persistent compute but dont want $AMZN AWS $MSFT Azure or $GOOGL Cloud pricing/complexity https://twitter.com/i/web/status/2015799181172969690 https://twitter.com/i/web/status/2015799181172969690" [X Link](https://x.com/StockSavvyShay/status/2015799181172969690) 2026-01-26T14:49Z 346.6K followers, 105.1K engagements "Nancy Pelosi disclosed the following call option purchases: [--] $GOOGL calls $150 strike Jan [----] [--] $AMZN calls $150 strike Jan [----] [--] $NVDA calls $100 strike Jan [----] Nancy Pelosi disclosed new long-dated call options expiring 1/15/27: $GOOGL $150 $AMZN $150 and $NVDA $100 https://t.co/GE3EFx0mbb Nancy Pelosi disclosed new long-dated call options expiring 1/15/27: $GOOGL $150 $AMZN $150 and $NVDA $100 https://t.co/GE3EFx0mbb" [X Link](https://x.com/StockSavvyShay/status/2015808375272153549) 2026-01-26T15:25Z 347.1K followers, 840.4K engagements "$DOCN JUST CROSSED $60 Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to" [X Link](https://x.com/StockSavvyShay/status/2015837526272147603) 2026-01-26T17:21Z 346.7K followers, 51.6K engagements "$NET is becoming the gatekeeper of the modern internet. The picks-and-shovels winner of agentic AI is up another 10% pre-market" [X Link](https://x.com/StockSavvyShay/status/2016100087366316264) 2026-01-27T10:44Z 347K followers, 83.6K engagements "$UNH Q4 EARNINGS Revenue $113.2B vs Est. $113.9B EPS $2.11 vs Est. $2.10 Medical Care Ratio: 92.4% vs Est. 92.1% FY26 Guidance Revenue $439B vs Est. $456B EPS $17.75 vs Est. $17.69" [X Link](https://x.com/StockSavvyShay/status/2016105461217689756) 2026-01-27T11:06Z 347.4K followers, 264K engagements "2026 looks like the year agentic AI takes off with value shifting from software seats to infrastructure consumption. $NET Workers & $DOCN compute are positioned for agent workloads as the toll roads for low-latency execution API access & cheap scalable infrastructure. One company is coming for an entire industry. Claude is disrupting how software gets built and used. https://t.co/BYv7daMS3A One company is coming for an entire industry. Claude is disrupting how software gets built and used. https://t.co/BYv7daMS3A" [X Link](https://x.com/StockSavvyShay/status/2016140712702869687) 2026-01-27T13:26Z 346.7K followers, 44K engagements "A $1.4T SpaceX IPO valuation tells the market that launch LEO connectivity & orbital infrastructure are foundational platforms with durable demand across government + commercial customers. Bullish for $RKLB $ASTS $PL $RDW $FLY $BKSY $SATL $GSAT SPACEX MARKET CAP PROJECTED TO HIT $1400000000000.00 How high can it go https://t.co/AmiD4awdTN SPACEX MARKET CAP PROJECTED TO HIT $1400000000000.00 How high can it go https://t.co/AmiD4awdTN" [X Link](https://x.com/StockSavvyShay/status/2016200418557395427) 2026-01-27T17:23Z 347.8K followers, 73.9K engagements "@VanquishTrader A lot of people forget about $TEM when talking about Nancy's book. They're my favorite healthcare AI play because they're building the largest oncology-focused foundation model by embedding its data platform directly into next-gen drug discovery workflows" [X Link](https://x.com/StockSavvyShay/status/2016213189491565024) 2026-01-27T18:14Z 346.8K followers, 11.3K engagements "Great to be featured in Fortune today discussing the $6B $META + $GLW deal. Every AI buildout eventually hits a physical limit. GPUs led to power constraints power led to copper shortages & now data centers are running into fiber. Copper & fiber are the surprise constraints of this years AI buildout. https://twitter.com/i/web/status/2016262573793149320 https://twitter.com/i/web/status/2016262573793149320" [X Link](https://x.com/StockSavvyShay/status/2016262573793149320) 2026-01-27T21:30Z 347.5K followers, 39.1K engagements "$TTD IS NEAR ITS LOWEST VALUATION EVER" [X Link](https://x.com/StockSavvyShay/status/2016273473799389252) 2026-01-27T22:13Z 346.2K followers, 50.7K engagements "$NVDA [----] Feynman platform may introduce limited multi-sourcing with $INTC $TSM would still build the main GPU die while Intel could handle the I/O die and EMIB packaging with its share capped around 25%" [X Link](https://x.com/StockSavvyShay/status/2016293709856596174) 2026-01-27T23:34Z 346.2K followers, 100.7K engagements "$ASML Q4 EARNINGS Revenue $11.5B vs Est. $11.3B EPS $8.67 vs Est. $8.91 Bookings $15.5B vs Est. $8.1B Gross margins 52.2% vs. Est. 51.9% EUV system sales [--] vs. Est. [--] FY26 Guidance Revenue $43.1B vs Est. $41.5B Gross margins 52% vs. Est. 53%" [X Link](https://x.com/StockSavvyShay/status/2016443472241434894) 2026-01-28T09:29Z 347.5K followers, 94.3K engagements "SK HYNIX Q4 EARNINGS Revenue $24.3B vs Est. $23.2B Net Income $11.3B vs Est. $9.9B HBM revenue more than doubled YoY HBM3E exclusive supplier for $MSFT Maia [---] FY26 Guidance DRAM demand: +20% YoY Continues to consider U.S. stock listing" [X Link](https://x.com/StockSavvyShay/status/2016474648679207027) 2026-01-28T11:33Z 346K followers, 46.4K engagements "Anthropic raised its [----] revenue forecast by 20%. It now sees revenue reaching $55B in [----] & $148B by [----] alongside $100B+ in model training costs and a later path to cash-flow breakeven. Hard not to notice what this implies for $AMZN 20% stake" [X Link](https://x.com/StockSavvyShay/status/2016482416542790033) 2026-01-28T12:04Z 347.6K followers, 37.4K engagements "We just got more proof of how early we are in the AI cycle. $TSM (the AI factory) crushed guidance by 10% while $ASML (the AI kingmaker) nearly doubled expected bookings. A month into the year were still underestimating the scale and staying power of AI capex. $ASML announced additional buybacks and reiterated its [----] outlook of $5065B in revenue with 5260% gross margins. Q4 bookings of $15.5B vs. $8.1B expected underscore how strong demand really is. https://t.co/ZY5qULN5IF $ASML announced additional buybacks and reiterated its [----] outlook of $5065B in revenue with 5260% gross margins. Q4" [X Link](https://x.com/StockSavvyShay/status/2016491665343840583) 2026-01-28T12:40Z 347K followers, 100.3K engagements "$ONDS Optimus drone just landed on the DCMA Blue UAS list opening the door to fast-track federal contracts. That puts Optimus on the short list for DoD and critical infrastructure deployments" [X Link](https://x.com/StockSavvyShay/status/2016505426637095063) 2026-01-28T13:35Z 347.4K followers, 72.1K engagements "HOLY $INTC Tune into BBC in 10PM ET to hear me break down $INTC earnings. Yes the stock is down 12% off earnings but this wasn't a business is collapsing reaction but more of a the market got ahead of itself reaction. Intel is one of the only companies on earth at the intersection of https://t.co/Eabj3Uuv0P Tune into BBC in 10PM ET to hear me break down $INTC earnings. Yes the stock is down 12% off earnings but this wasn't a business is collapsing reaction but more of a the market got ahead of itself reaction. Intel is one of the only companies on earth at the intersection of" [X Link](https://x.com/StockSavvyShay/status/2016521707012628605) 2026-01-28T14:40Z 347.6K followers, 53K engagements "DOE is moving to strengthen the nuclear fuel supply chain by launching Nuclear Lifecycle Innovation Campuses. States will be asked to host sites supporting the full fuel cycle including recycling used nuclear fuel. This is a system-level buildout across the nuclear stack: Upstream sits uranium & fuel processing with $CCJ $UUUU & $LEU. Midstream is reactor & SMR deployment with $SMR $OKLO $BWXT & $NNE. Downstream are the utilities converting capacity into grid power with $NEE $VST $TLN & $CEG. The stack now moves as one because power is becoming the bottleneck for the AI economy." [X Link](https://x.com/StockSavvyShay/status/2016561915942891929) 2026-01-28T17:20Z 347.7K followers, 52.3K engagements "$META Q4 EARNINGS Revenue $59.9B vs Est. $58.4B EPS $8.88 vs Est. $8.19 Ads Revenue $58.1B vs Est. $56.8B Daily Active People 3.58B (+7% YoY) Q1 Guidance Revenue $55B vs Est. $51B FY26 Guidance CapEx $125B vs Est. $111B" [X Link](https://x.com/StockSavvyShay/status/2016619458031473114) 2026-01-28T21:08Z 347.2K followers, 170.5K engagements "Elons message on yesterdays earnings call was loud and clear: $TSLA is moving from selling cars to operating AI systems in the real world. Tesla is pivoting from consumer EVs toward autonomous fleet services (Cybercab) humanoid robots (Optimus) & custom AI silicon (AI5/AI6). In the AI economy the highest leverage comes from deploying intelligence repeatedly which makes this the right time to pivot. The big open question has always been whether scaling laws apply to robotics and autonomy the way they do to LLMs. Elon is clearly betting yes with more compute (Cortex 2) plus more data (650K" [X Link](https://x.com/StockSavvyShay/status/2016877544931492117) 2026-01-29T14:14Z 346K followers, 116.8K engagements "$NOW IN ITS LARGEST DRAWDOWN EVER $NOW Q4 EARNINGS Sales $3.6B vs Est. $3.5B EPS $0.92 vs Est. $0.89 cRPO $12.9B -- up 25% YoY $5B buyback plan authorized https://t.co/rbQ37AK4iv $NOW Q4 EARNINGS Sales $3.6B vs Est. $3.5B EPS $0.92 vs Est. $0.89 cRPO $12.9B -- up 25% YoY $5B buyback plan authorized https://t.co/rbQ37AK4iv" [X Link](https://x.com/StockSavvyShay/status/2016908660866502851) 2026-01-29T16:17Z 346K followers, 64.7K engagements "I know its become the hot take to say AI platforms will disrupt software applications. But from what Ive been hearing the markets for these businesses havent changed nearly as much as the narrative suggests. Right now the market is just being lazy and repricing all of SaaS as one bucket even though there are clear pockets that should be beneficiaries of the AI economy. I added selectively today. https://t.co/GxqKSqy1Dd https://t.co/GxqKSqy1Dd" [X Link](https://x.com/StockSavvyShay/status/2016915233718358212) 2026-01-29T16:43Z 346.6K followers, 118.9K engagements "Rep. Dale Strong disclosed his first stock purchase in three years by buying $IREN. The trade came days after Congress advanced a major appropriations bill focused on energy dominance critical minerals & nuclear power overseen by committees he sits on" [X Link](https://x.com/StockSavvyShay/status/2016951999603101736) 2026-01-29T19:10Z 346.3K followers, 108.2K engagements "$SNDK ABSOLUTELY CRUSHED THEIR EARNINGS Sales $3.03B vs Est. $2.64B EPS $6.20 vs Est. $3.33 Net Income $967M vs Est. $498M Q3 Guidance Sales $4.6B vs Est. $2.9B EPS $13.00 vs Est. $4.21" [X Link](https://x.com/StockSavvyShay/status/2016983452420321438) 2026-01-29T21:15Z 347.7K followers, 447.3K engagements "$AAPL Q1 EARNINGS Sales $143.8B vs Est. $138.1B EPS $2.84 vs Est. $2.66 China Sales $25.5B vs Est. $21.3B iPhone Sales $85.3B vs Est. $78.3B" [X Link](https://x.com/StockSavvyShay/status/2016988273009381414) 2026-01-29T21:34Z 346K followers, 38.3K engagements "Elon Musks SpaceX is said to be considering a merger with $TSLA or xAI" [X Link](https://x.com/StockSavvyShay/status/2017001170599104636) 2026-01-29T22:25Z 346.1K followers, 141.4K engagements "Tim Cook says $AAPL is supply-constrained because $TSM leading-edge node capacity is tight limiting how many advanced SoCs it can build despite strong demand. At the same time rising memory prices from suppliers like $MU are already baked into Apples 48% gross margin guide" [X Link](https://x.com/StockSavvyShay/status/2017004353866125722) 2026-01-29T22:38Z 346.2K followers, 83.6K engagements "Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the cleanest way for investors to own the space economy without EVs AI or robotics noise. Public markets tend to reward the last pure play with a scarcity premium. Elon Musks SpaceX is said to be considering a merger with $TSLA or xAI. https://t.co/jeGIW2scLD Elon Musks SpaceX is said to be considering a merger with $TSLA or" [X Link](https://x.com/StockSavvyShay/status/2017013630097903669) 2026-01-29T23:14Z 346.7K followers, 287.5K engagements "$RKLB Hungry Hippo has been safely delivered and unwrapped inside Neutrons Assembly & Integration Complex in Virginia. This is a small but real integration milestone that reduces program risk. Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the https://t.co/HykgBm4tUy Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with" [X Link](https://x.com/StockSavvyShay/status/2017035725062222240) 2026-01-30T00:42Z 346K followers, 73.8K engagements "$RKLB just completed its 2nd Electron launch of [----]. Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the https://t.co/HykgBm4tUy Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets" [X Link](https://x.com/StockSavvyShay/status/2017049553929982340) 2026-01-30T01:37Z 346K followers, 108.7K engagements "$BMNR down 50% the past three months" [X Link](https://x.com/StockSavvyShay/status/2017057964352557395) 2026-01-30T02:11Z 346.5K followers, 91.4K engagements "$SOFI delivered 😏 Sales $1.03B vs Est. $982M EPS $0.12 vs Est. $0.12 Adj EBITDA $318M (+60% YoY) New Members: 13.7M (+35% YoY) FY26 Guidance Sales $4.7B vs Est. $4.5B EPS $0.60 vs Est. $0.59 GAAP Net Income $825M EBITDA Margin: 34%" [X Link](https://x.com/StockSavvyShay/status/2017210494164271558) 2026-01-30T12:17Z 346.3K followers, 209K engagements "President Trump officially taps Kevin Warsh as the next Federal Reserve Chair" [X Link](https://x.com/StockSavvyShay/status/2017212816722481403) 2026-01-30T12:26Z 346.3K followers, 141.8K engagements "New Fed Chair Kevin Warsh has previously taken a constructive view on Bitcoin. Hes said $BTC doesnt make him nervous and has described it as a new software platform with real utility where it can even act as a check on bad monetary policy. President Trump officially taps Kevin Warsh as the next Federal Reserve Chair. https://t.co/pFnetu1P7j President Trump officially taps Kevin Warsh as the next Federal Reserve Chair. https://t.co/pFnetu1P7j" [X Link](https://x.com/StockSavvyShay/status/2017234602751111182) 2026-01-30T13:53Z 346.9K followers, 117.5K engagements "$ASTS JUST HIT A NEW ALL-TIME HIGH HERES TODAYS FOX BUSINESS SEGMENT What $TSM earnings revealed about the AI cycle: $NVDA $ASML $AMD SMID names riding TSMCs dominance: $AMKR $AEHR $ALAB $PSTG The space economy in 2026: SpaceX $RKLB $ASTS $PL FOMO vs. fear of buying the top and how growth https://t.co/J8T7q3aRWg HERES TODAYS FOX BUSINESS SEGMENT What $TSM earnings revealed about the AI cycle: $NVDA $ASML $AMD SMID names riding TSMCs dominance: $AMKR $AEHR $ALAB $PSTG The space economy in 2026: SpaceX $RKLB $ASTS $PL FOMO vs. fear of buying the top and how growth https://t.co/J8T7q3aRWg" [X Link](https://x.com/StockSavvyShay/status/2017245546327728586) 2026-01-30T14:36Z 347.7K followers, 67.5K engagements "$NVDA Blackwell about to increase the gap between the American frontier models and Chinese open source models. The U.S. MUST win the AI race Weve implemented a clear policy at micro1: we will only work with U.S. AI labs and its allies. We made this decision because the AI race is not just about better products. It is about who controls the intelligence layer of the global economy and https://t.co/kuaPXE6m3Y The U.S. MUST win the AI race Weve implemented a clear policy at micro1: we will only work with U.S. AI labs and its allies. We made this decision because the AI race is not just about" [X Link](https://x.com/StockSavvyShay/status/2017335931540541475) 2026-01-30T20:35Z 346K followers, 44.3K engagements "SpaceX is reportedly on track for $16B in [----] revenue with $8B in EBITDA driven largely by Starlink which accounts for 5080% of sales. The company is said to be targeting a June IPO to raise $50B at a conservative $1.5T valuation" [X Link](https://x.com/StockSavvyShay/status/2017350603824050299) 2026-01-30T21:33Z 346.3K followers, 85.6K engagements "Talks on a potential $100B $NVDA + OpenAI deal have stalled. Jensen Huang has reportedly grown skeptical of OpenAIs business model" [X Link](https://x.com/StockSavvyShay/status/2017386240811930098) 2026-01-30T23:55Z 346.2K followers, 129.2K engagements "Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidias largest investment ever. Talks on a potential $100B $NVDA + OpenAI deal have stalled. Jensen Huang has reportedly grown skeptical of OpenAIs business model. https://t.co/rUTy0fLVZT Talks on a potential $100B $NVDA + OpenAI deal have stalled. Jensen Huang has reportedly grown skeptical of OpenAIs business model. https://t.co/rUTy0fLVZT" [X Link](https://x.com/StockSavvyShay/status/2017580259110220057) 2026-01-31T12:46Z 348.6K followers, 321.5K engagements "Tom Lee says Ethereum could briefly dip to $2400 calling it a touch-and-go bottom. He adds that this move would likely coincide with precious metals peaking. $BMNR" [X Link](https://x.com/StockSavvyShay/status/2017583501986648396) 2026-01-31T12:59Z 346.7K followers, 268.9K engagements "$ASML CEO warns that without major gains in power efficiency training frontier AI models could eventually consume the worlds energy supply. If scaling laws hold and no breakthroughs emerge models trained in [----] may require $100B+ compute clusters just to run" [X Link](https://x.com/StockSavvyShay/status/2017594360569991574) 2026-01-31T13:42Z 347.6K followers, 285.8K engagements "AI ECONOMY HAS THREE FUNDAMENTAL INPUTS RIGHT NOW [--]. Compute (GPUs): $NVDA still dominates but $AMD is becoming a credible second source while custom silicon from $GOOGL & $AMZN is earning a real seat at the table as hyperscalers push harder on ASICs. [--]. Memory (HBM): AI is becoming memory-first as models & agents think longer & retain more context. Every new generation requires more HBM per GPU which increases dollars per chip & makes $MU one of the most under-appreciated leverage points in the stack. [--]. Power: The emerging bottleneck because efficiency improves 2x per generation but compute" [X Link](https://x.com/StockSavvyShay/status/2017598835925913709) 2026-01-31T14:00Z 347.3K followers, 227.8K engagements "Stanley Druckenmiller said in [----] that copper was the tightest position Ive ever studied. The AI economys power buildout only tightens that further with every viable path running straight through copper. Initiated a starter position in the growth port for copper exposure" [X Link](https://x.com/StockSavvyShay/status/2017606430979985429) 2026-01-31T14:30Z 347.7K followers, 90.8K engagements "AI SCALING HAS A MEMORY PROBLEM The teal line (memory) is nearly flat while the purple line (model size) goes exponential which means GPUs are increasingly starved for data because memory simply cant feed them fast enough. If you can take a GPU from being utilized 25% of the time to 50% then you effectively double the output of that AI factory without adding more compute which is why memory content per GPU is now scaling faster than GPU prices themselves. We spent [--------] focused on $NVDA because compute was the obvious bottleneck but since around [----] the real constraint has been memory but" [X Link](https://x.com/StockSavvyShay/status/2017616210930897306) 2026-01-31T15:09Z 347.7K followers, 131.5K engagements "President Trump said his Fed Chair pick Kevin Warsh made no commitment to cut rates. Trump added he believes Warsh would lower interest rates based on his own judgment rather than under any political pressure" [X Link](https://x.com/StockSavvyShay/status/2017625070311813208) 2026-01-31T15:44Z 347.7K followers, 185.1K engagements "$SOFI just posted its largest quarterly member growth ever by adding 1M new members in Q4. The company is positioning itself as the full digital on-ramp where retail banking investing and digital assets converge" [X Link](https://x.com/StockSavvyShay/status/2017633394407133559) 2026-01-31T16:17Z 347K followers, 82.7K engagements "@VanquishTrader $NOW trading at 20x FCF is freaking nuts" [X Link](https://x.com/StockSavvyShay/status/2017637848787390725) 2026-01-31T16:35Z 346.3K followers, 30.1K engagements "$ASML just raised EUV machine prices 50% since last year to $284M per machine. This is what true monopoly power looks like when demand explodes and customers have zero alternatives. ASML is the only company on Earth that makes EUV lithography machines where $TSM + $INTC need them to produce the advanced nodes that power $NVDA + $AMD GPUs $GOOGL TPUs and every other frontier AI accelerator. FUTURUM EQUITIES PODCAST EPISODE #27 Daniel and Shay dove into the following topics: $TSM earnings reactions Space Economy : $RKLB $ASTS The Claude cowork effect: $NOW $MNDY $PATH $DDOG $ADBE $ZETA $CRM" [X Link](https://x.com/StockSavvyShay/status/2017642161718890694) 2026-01-31T16:52Z 347.9K followers, 136.5K engagements "Waymo is finalizing a $16B raise at a $110B valuation with $GOOGL supplying over 75% of the capital alongside Sequoia Capital. Sources say ARR is now $350M+ and the round was 3x oversubscribed" [X Link](https://x.com/StockSavvyShay/status/2017691136001994884) 2026-01-31T20:07Z 346.7K followers, 90.1K engagements "Jensen dismissed reports of a rift with OpenAI calling them complete nonsense & confirming $NVDA will make huge investment He said Nvidia doubling down on OpenAI describing it as one of the most consequential companies of our time & likely largest investment in its history Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidias largest investment ever. https://t.co/soVsxMHz37 Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidias largest investment ever. https://t.co/soVsxMHz37" [X Link](https://x.com/StockSavvyShay/status/2017704524090384794) 2026-01-31T21:00Z 347K followers, 287.1K engagements "Jensen Huang said $TSM will need to work very hard this year to meet $NVDA needs for wafers and CoWoS. He added that demand remains very strong and that TSMC is doing an incredible job ramping supply. $TSM is the AI factory that builds the chips that power every AI model on earth. Heres how TSMCs capex flows through the supply chain: $ASML gates leading-edge AI output by controlling access to EUV lithography at each node transition $AMAT benefits as AI chips add more https://t.co/ocpRnll8k3 $TSM is the AI factory that builds the chips that power every AI model on earth. Heres how TSMCs capex" [X Link](https://x.com/StockSavvyShay/status/2017772183179956644) 2026-02-01T01:29Z 348.1K followers, 119.2K engagements "Jensen Huang said AI performance depends on both HBM & LPDDR highlighting just how critical memory is to $NVDA stack which is an obvious tailwind for suppliers like $MU. He added that demand is still growing faster than supply across the chain. [----] WILL BE THE YEAR OF AI MEMORY $MU supplies the DRAM & HBM next to GPUs that let AI think longer & hold more context. $SNDK $STX $WDC store massive AI datasets & model files so training and inference can scale. $PSTG $NTAP turn raw memory & disks into reliable https://t.co/swYfBlcjw7 [----] WILL BE THE YEAR OF AI MEMORY $MU supplies the DRAM & HBM" [X Link](https://x.com/StockSavvyShay/status/2017787957307183232) 2026-02-01T02:31Z 347K followers, 154.7K engagements "$ASML machines use extremely tiny light (13.5 nanometers wide) to draw patterns on computer chips allowing chipmakers to create features thousands of times thinner than a human hair. The smaller those patterns are the more powerful and energy-efficient the chips become" [X Link](https://x.com/StockSavvyShay/status/2017934588925100160) 2026-02-01T12:14Z 347.6K followers, 68K engagements "$GOOGL CEO Sundar Pichai said they dont fully understand their own AI systems after models began doing things they werent explicitly programmed to do. One model even taught itself a foreign language" [X Link](https://x.com/StockSavvyShay/status/2017960310033048030) 2026-02-01T13:56Z 347.6K followers, 509K engagements "Jensen Huang is basically saying custom chips from $GOOGL $AMZN $AMZN $MSFT & $META struggle to compete with $NVDA because Nvidia is singularly focused on AI acceleration at a scale no one else matches. CUDA is the default language developers build on NVLink is still ahead when it comes to scaling GPUs together and Nvidia spends $20B a year with its entire org dedicated to making AI faster. The simple reality is Nvidia is all-in all the time. https://twitter.com/i/web/status/2017977619883675683 https://twitter.com/i/web/status/2017977619883675683" [X Link](https://x.com/StockSavvyShay/status/2017977619883675683) 2026-02-01T15:05Z 347.2K followers, 328K engagements "HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from orbit $ASTS turning space into a global cellular network The [----] memory story is that AI demand is shifting from stop-start training runs to always-on inference making memory less cyclical and more foundational infrastructure. https://twitter.com/i/web/status/2018025519166767381 https://twitter.com/i/web/status/2018025519166767381" [X Link](https://x.com/StockSavvyShay/status/2018025519166767381) 2026-02-01T18:15Z 347.3K followers, 272K engagements "$ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI" [X Link](https://x.com/StockSavvyShay/status/2018112118479028381) 2026-02-01T23:59Z 347K followers, 202.1K engagements "$ORCL JUST BROKE BELOW $160 $ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI. https://t.co/Hn1EnMds8V $ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI. https://t.co/Hn1EnMds8V" [X Link](https://x.com/StockSavvyShay/status/2018131713487208574) 2026-02-02T01:17Z 347K followers, 141.5K engagements "$BMNR down 55% over the past three months" [X Link](https://x.com/StockSavvyShay/status/2018139476174979545) 2026-02-02T01:48Z 346.6K followers, 59.6K engagements "@PolymarketMoney Wild to see $ORCL under $160 now" [X Link](https://x.com/StockSavvyShay/status/2018152792096174316) 2026-02-02T02:41Z 346.9K followers, 11.8K engagements "ETHEREUM $ETH JUST BROKE BELOW $2200" [X Link](https://x.com/StockSavvyShay/status/2018164135805215073) 2026-02-02T03:26Z 346.3K followers, 36.8K engagements "BITCOIN $BTC JUST LOST $75000" [X Link](https://x.com/StockSavvyShay/status/2018166228108615765) 2026-02-02T03:34Z 347K followers, 51.3K engagements "President Trump is set to launch a $12B strategic critical-minerals stockpile focused on rare earths and other supply-constrained materials. The move elevates U.S. producers most exposed to national-security demand: $MP controls the only scaled rare earth mining & processing asset in the U.S. $USAR building a domestic rare earth magnet supply chain to reduce reliance on China $FCX largest publicly traded copper supplier to global infrastructure $UAMY one of the only domestic antimony suppliers $CRML targets rare earths & defense-critical resources" [X Link](https://x.com/StockSavvyShay/status/2018301528923386243) 2026-02-02T12:32Z 347.8K followers, 144.6K engagements "$HOOD pullback continues to $95 with the stock down 33% over the past three months" [X Link](https://x.com/StockSavvyShay/status/2018307702662009090) 2026-02-02T12:57Z 346.9K followers, 153.5K engagements "$ORCL plans to raise $20B via an ATM equity offering and another $30B through a one-time bond issuance to fund its cloud expansion. A key driver is Oracles massive OpenAI contract which involves $300B in server rental commitments. $ORCL PLANS TO SELL UP TO $20B IN COMMON STOCK TO FUND AI INFRASTRUCTURE BUILDOUT https://t.co/jD3yiwE3is $ORCL PLANS TO SELL UP TO $20B IN COMMON STOCK TO FUND AI INFRASTRUCTURE BUILDOUT https://t.co/jD3yiwE3is" [X Link](https://x.com/StockSavvyShay/status/2018316200296763733) 2026-02-02T13:30Z 347.6K followers, 64.9K engagements "TOM LEES $BMNR BUYS 42K $ETH WORTH $97M" [X Link](https://x.com/StockSavvyShay/status/2018320704756916362) 2026-02-02T13:48Z 347.2K followers, 207.6K engagements "@PolymarketMoney Wild $BMNR almost broke $20 last night" [X Link](https://x.com/StockSavvyShay/status/2018321146836640034) 2026-02-02T13:50Z 346.7K followers, 12.7K engagements "$SNOW & OpenAI signed a multi-year $200M partnership embedding OpenAI models natively into Snowflake Cortex AI across all major clouds. The deal gives 12600+ enterprise customers a governed path to deploy context-aware AI agents at scale pushing Snowflake deeper into the AI control layer. https://twitter.com/i/web/status/2018325783140327766 https://twitter.com/i/web/status/2018325783140327766" [X Link](https://x.com/StockSavvyShay/status/2018325783140327766) 2026-02-02T14:09Z 347K followers, 38.5K engagements "@PolymarketMoney $SNOW under $200 looks like an opportunity to me amid the SaaSpocalypse. They already have an AI run rate north of $100M driven by actual metered usage under a consumption model rather than signed but unused commitments" [X Link](https://x.com/StockSavvyShay/status/2018327497071534417) 2026-02-02T14:15Z 347K followers, [----] engagements "$HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. $HOOD pullback continues to $95 with the stock down 33% over the past three months. https://t.co/oesLcKnx3l $HOOD pullback continues to $95 with the stock down 33% over the past three months. https://t.co/oesLcKnx3l" [X Link](https://x.com/StockSavvyShay/status/2018328787944194238) 2026-02-02T14:20Z 346.2K followers, 211.5K engagements "$HOOD EXPERIENCING A 40% DRAWDOWN $HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. https://t.co/q3ZniF2MT1 $HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. https://t.co/q3ZniF2MT1" [X Link](https://x.com/StockSavvyShay/status/2018337649581539482) 2026-02-02T14:56Z 347K followers, 132K engagements "$TSLA is scaling Giga New York to 300MW of annual solar module capacity bringing more solar assembly in-house. The move reduces reliance on third-party suppliers and shifts production to the U.S" [X Link](https://x.com/StockSavvyShay/status/2018345078234943633) 2026-02-02T15:25Z 347K followers, 61.1K engagements "Market is remembering that $SNDK as a second-order storage winner despite ongoing macro noise. HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from orbit $ASTS turning space into a https://t.co/u3bLkMhhzA HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from" [X Link](https://x.com/StockSavvyShay/status/2018351129806197068) 2026-02-02T15:49Z 347K followers, 79.3K engagements "@RetailKingsETF I initiated a starter position in $CRML in the growth portfolio last week" [X Link](https://x.com/StockSavvyShay/status/2018357035025449438) 2026-02-02T16:13Z 347.2K followers, 12K engagements "Looks like Elon Musk just confirmed the SpaceXxAI merger is happening 🚨 Elon may have just confirmed SpaceX is merging with xAI. SpaceX going public will likely be the largest deal in history. https://t.co/esLOdRZyZk 🚨 Elon may have just confirmed SpaceX is merging with xAI. SpaceX going public will likely be the largest deal in history. https://t.co/esLOdRZyZk" [X Link](https://x.com/StockSavvyShay/status/2018360901972472147) 2026-02-02T16:28Z 346.4K followers, 43.8K engagements "$HOOD JUST BROKE BELOW $90" [X Link](https://x.com/StockSavvyShay/status/2018394850882924710) 2026-02-02T18:43Z 347.3K followers, 55.2K engagements "$GOOGL AI now sequences animal genomes in days and helps save endangered species. Sequencing the human genome once took [--] years and $3B" [X Link](https://x.com/StockSavvyShay/status/2018411056784416922) 2026-02-02T19:47Z 346.7K followers, 108.6K engagements "Michael Burry somewhere right now. $PLTR $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr" [X Link](https://x.com/StockSavvyShay/status/2018432164803867110) 2026-02-02T21:11Z 347K followers, 360.5K engagements "$PLTR JUST SCORED A RULE-OF-40 SCORE OF 127% $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr" [X Link](https://x.com/StockSavvyShay/status/2018437267212439588) 2026-02-02T21:31Z 347.6K followers, 242.2K engagements "$PLTR RPO added $1.6B of new committed contracts in [--] days. Palantir is one of the few platforms already built for the moment when agentic AI moves out of the sandbox and into the operating core of enterprises" [X Link](https://x.com/StockSavvyShay/status/2018441612846866746) 2026-02-02T21:49Z 347.6K followers, 77.6K engagements "$PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev growth in [----] when market was positioned for slowdown into the low-40s U.S. commercial rev up 137% YoY with 115% growth guided next year suggests were still very early" [X Link](https://x.com/StockSavvyShay/status/2018453515719651516) 2026-02-02T22:36Z 347.7K followers, 203.8K engagements "$PLTR RULE-OF-40 PROGRESSION 2023: [--] 2024: [--] 2025: [---] 2026E: [---] If the market wants to throw a fit about multiples in a risk off moment then that's the cost of owning a category leader. The underlying business is behaving like its in god mode and Im not ignoring that simply because the valuation makes people uncomfortable. $PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev growth in [----] when market was positioned for slowdown into the low-40s U.S. commercial rev up 137% YoY with 115% growth guided next year suggests were still very early" [X Link](https://x.com/StockSavvyShay/status/2018468131208089805) 2026-02-02T23:34Z 347.3K followers, 54.4K engagements "SoftBank has partnered with $INTC to accelerate commercialization of Z-Angle Memory (ZAM) which is a next-generation memory architecture. ZAM is designed to deliver higher capacity and bandwidth with significantly lower power consumption" [X Link](https://x.com/StockSavvyShay/status/2018495022119968997) 2026-02-03T01:21Z 347.7K followers, 69.4K engagements "Cathie Wood bought $35M of $HOOD today" [X Link](https://x.com/StockSavvyShay/status/2018500342678523984) 2026-02-03T01:42Z 347.6K followers, 312.7K engagements "$PLTR net dollar retention has now re-accelerated for nine straight quarters to 139%. AIP is evolving into the operating layer where AI agents run governed workflows and that layer compounds as organizations rebuild processes around autonomy. $PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev growth in [----] when market was positioned for slowdown into the low-40s U.S. commercial rev up 137% YoY with 115% growth guided next year suggests were still very early https://t.co/QlMzMjBlXw $PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev" [X Link](https://x.com/StockSavvyShay/status/2018644008168542412) 2026-02-03T11:13Z 347.3K followers, 54.1K engagements "$PYPL Q4 EARNINGS Revenue $8.68B vs $8.80B EPS $1.23 vs $1.28 TPV $475B (+9% YoY) Active accounts 439M (+1% YoY) CEO transition underway with Enrique Lores stepping in March 2026" [X Link](https://x.com/StockSavvyShay/status/2018660622280577480) 2026-02-03T12:19Z 347.3K followers, 291K engagements "Imagine spending the last five years buying $PYPL because it looked cheap only to ride it down over 80% while dismissing $PLTR as expensive using traditional metrics in an market that still has no idea what the ceiling on AI actually is. Dont be a PainPal investor. $PYPL Q4 EARNINGS Revenue $8.68B vs $8.80B EPS $1.23 vs $1.28 TPV $475B (+9% YoY) Active accounts 439M (+1% YoY) CEO transition underway with Enrique Lores stepping in March [----]. https://t.co/5jneaGur11 $PYPL Q4 EARNINGS Revenue $8.68B vs $8.80B EPS $1.23 vs $1.28 TPV $475B (+9% YoY) Active accounts 439M (+1% YoY) CEO transition" [X Link](https://x.com/StockSavvyShay/status/2018666120816079182) 2026-02-03T12:41Z 347.6K followers, 581.8K engagements "$NOW EXPERIENCING THE LARGEST DRAWDOWN IN COMPANY HISTORY" [X Link](https://x.com/StockSavvyShay/status/2018700255160566223) 2026-02-03T14:57Z 347.3K followers, 86.1K engagements "Polymarket is pricing a 51% chance that Bitcoin $BTC falls to $55K in 2026" [X Link](https://x.com/StockSavvyShay/status/2018722204423479511) 2026-02-03T16:24Z 347.5K followers, 51.7K engagements "$NVO warned on pricing pressure and guided [----] adjusted sales growth of -5% to -13% (vs. +2% estimates). Management expects a U.S. decline driven by lower realized prices under most-favored-nation agreements and partial semaglutide LOE despite ongoing Wegovy rollouts. $NVO cut its [----] outlook guiding to adjusted sales and operating profit down 5%13% well below Street expectations after 10% growth in [----]. The company cited U.S. price pressure from a most favored nations agreement and partial semaglutide LOE offset by international https://t.co/MRfWc9D0Gz $NVO cut its [----] outlook guiding to" [X Link](https://x.com/StockSavvyShay/status/2018736121233240429) 2026-02-03T17:19Z 347.3K followers, 116.7K engagements "@VanquishTrader Wild to see that $CRM has completely missed the AI trade" [X Link](https://x.com/StockSavvyShay/status/2018740805327110186) 2026-02-03T17:38Z 347.5K followers, 12.8K engagements "$PYPL had a massive first-mover advantage with Venmo & never truly monetized it & also failed to be early in agentic commerce as others like $GOOGL pushed ahead Thats why trading at 9x earnings doesnt matter & why today feels like a long-overdue capitulation for shareholders Disappointing earnings Single digit growth forecast Stock at 9-year lows The new $PYPL CEO has his work cut out for him. https://t.co/n6iW9zYKjr Disappointing earnings Single digit growth forecast Stock at 9-year lows The new $PYPL CEO has his work cut out for him. https://t.co/n6iW9zYKjr" [X Link](https://x.com/StockSavvyShay/status/2018744445366378640) 2026-02-03T17:52Z 346.7K followers, 54.1K engagements "Bitcoin $BTC falls to its lowest level since President Trumps [----] election victory" [X Link](https://x.com/StockSavvyShay/status/2018757067037983152) 2026-02-03T18:42Z 346.9K followers, 31.4K engagements "$HIMS DOWN 60% OVER THE PAST [--] MONTHS" [X Link](https://x.com/StockSavvyShay/status/2018765096298938723) 2026-02-03T19:14Z 347.3K followers, 72.3K engagements "$AAPL is adding Anthropic and OpenAI agents to its Xcode coding platform. The move brings AI-powered coding assistance directly into Apples core developer tools" [X Link](https://x.com/StockSavvyShay/status/2018787956048400482) 2026-02-03T20:45Z 347K followers, 29.3K engagements "@PolymarketMoney Interesting to see that $AMD Q1 guidance includes $100M Instinct MI308 sales to China 👀" [X Link](https://x.com/StockSavvyShay/status/2018797772649160918) 2026-02-03T21:24Z 347K followers, 15.7K engagements "$AMD data center business has compounded into a $20B run-rate engine $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://t.co/jo0szuF6Ow $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://t.co/jo0szuF6Ow" [X Link](https://x.com/StockSavvyShay/status/2018800131051835479) 2026-02-03T21:33Z 347K followers, 112.4K engagements "$AMD booked $390M in Q4 China sales from MI308 and expects $100M more in Q1. $AMD data center business has compounded into a $20B run-rate engine https://t.co/8A6HZYbnRF $AMD data center business has compounded into a $20B run-rate engine https://t.co/8A6HZYbnRF" [X Link](https://x.com/StockSavvyShay/status/2018803371696898465) 2026-02-03T21:46Z 347.5K followers, 63.7K engagements "$AMD CEO Lisa Su said the data center business is positioned to grow 60%+ annually over the next [--] years driven by record server CPU demand that now makes up more than half of total server revenue. She added that the MI500 AI accelerator remains on track for a [----] launch. $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://t.co/jo0szuF6Ow $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center" [X Link](https://x.com/StockSavvyShay/status/2018820961919996298) 2026-02-03T22:56Z 347.6K followers, 191K engagements "$NVDA is close to finalizing a $20B investment in OpenAI as part of its latest funding round" [X Link](https://x.com/StockSavvyShay/status/2018843152556449919) 2026-02-04T00:24Z 347.5K followers, 42.9K engagements "3 REASONS $AMD EARNINGS REACTION WENT NEGATIVE [--]. The stock is trading on [----] AMDs quarter was objectively strong but the stock is being valued on what AMD might look like once MI450 + rack-scale systems are in full production. When a stock is priced on a future inflection then anything that doesnt directly pull that inflection closer tends to get discounted. Data center growth near 40% is impressive but its still below the 60% CAGR management is targeting longer term. [--]. The real payoff is still gated on MI450 execution AMDs AI story is now about MI450 + the Helios rack platform. Management" [X Link](https://x.com/StockSavvyShay/status/2018860683954381097) 2026-02-04T01:34Z 347.7K followers, 242.9K engagements "$GOOGL Gemini & xAIs Grok are taking U.S. mobile DAU share from ChatGPT. Gemini is up from 14.7% to 25.1% YoY while Grok jumped from 1.6% to 15.2%. As assistants get bundled into ecosystems switching costs collapse & distribution starts to matter more than model quality at the margin. https://twitter.com/i/web/status/2019018659033935906 https://twitter.com/i/web/status/2019018659033935906" [X Link](https://x.com/StockSavvyShay/status/2019018659033935906) 2026-02-04T12:02Z 347.5K followers, 40.6K engagements "@LowBeta Market underestimating the tailwind a weaker US dollar will be for EM plays like $MELI $JMIA etc" [X Link](https://x.com/StockSavvyShay/status/2019032921760538903) 2026-02-04T12:58Z 347.7K followers, [----] engagements "@LogicalThesis I added some more $META yesterday" [X Link](https://x.com/StockSavvyShay/status/2019033430315659613) 2026-02-04T13:00Z 347.1K followers, [----] engagements "$T has partnered with $AMZN LEO satellite unit and AWS to modernize its network and U.S. connectivity. The collaboration brings hybrid cloud AI-driven automation expanded fiber and LEO broadband to support large-scale cloud and AI workloads" [X Link](https://x.com/StockSavvyShay/status/2019036314478547416) 2026-02-04T13:12Z 347.7K followers, 24K engagements "$APP down 40% so far in 2026" [X Link](https://x.com/StockSavvyShay/status/2019045414461481418) 2026-02-04T13:48Z 347.7K followers, 37.4K engagements "Owning software in [----] while the S&P [---] is down less than 1% from ATHs POV you live in the crypto capital but you're still down 40% https://t.co/xIVRO5eEyy POV you live in the crypto capital but you're still down 40% https://t.co/xIVRO5eEyy" [X Link](https://x.com/StockSavvyShay/status/2019049279525110067) 2026-02-04T14:03Z 347.3K followers, 129.1K engagements "$AMZN and OpenAI are reportedly exploring a deal to build custom AI models for Amazons products which would deepen OpenAIs use of AWS. As models commoditize the real value accrues to AWS as the infrastructure layer by capturing more workloads lock-in & enterprise adoption. $AMZN and OpenAI are reportedly in talks on a commercial agreement to build custom AI models for Amazons products. The deal could involve OpenAI dedicating researchers and engineers to Amazon-specific development. https://t.co/ObIti6f3VW $AMZN and OpenAI are reportedly in talks on a commercial agreement to build custom AI" [X Link](https://x.com/StockSavvyShay/status/2019054345774682205) 2026-02-04T14:24Z 347.5K followers, 46.9K engagements "$AMD broke below $210 and is down over 13% post-earnings [--] REASONS $AMD EARNINGS REACTION WENT NEGATIVE [--]. The stock is trading on [----] AMDs quarter was objectively strong but the stock is being valued on what AMD might look like once MI450 + rack-scale systems are in full production. When a stock is priced on a future inflection https://t.co/PHwj3rC94L [--] REASONS $AMD EARNINGS REACTION WENT NEGATIVE [--]. The stock is trading on [----] AMDs quarter was objectively strong but the stock is being valued on what AMD might look like once MI450 + rack-scale systems are in full production. When a stock" [X Link](https://x.com/StockSavvyShay/status/2019061276367048954) 2026-02-04T14:51Z 347.5K followers, 58.4K engagements "President Trump said he spoke with Chinas President Xi and described their relationship as extremely good. He said the call included discussions on China buying U.S. oil and increasing soybean purchases to [--] million metric tons" [X Link](https://x.com/StockSavvyShay/status/2019074721090789652) 2026-02-04T15:45Z 347K followers, 34.8K engagements "Today might end up being one of my worst portfolio days in years and I dont see one clear headline that explains why markets suddenly flipped risk-off but this is the price of being a growth investor. Big drawdowns naturally trigger panic and the urge to do something but most of the time that leads people to react to price moves instead of asking the more important question like did anything actually change about the business Dont let price action convince you the story broke when it didnt. https://twitter.com/i/web/status/2019086203992396193" [X Link](https://x.com/StockSavvyShay/status/2019086203992396193) 2026-02-04T16:30Z 347.8K followers, 253.3K engagements "$HOOD JUST BROKE BELOW $80" [X Link](https://x.com/StockSavvyShay/status/2019092935619559649) 2026-02-04T16:57Z 347.5K followers, 59.5K engagements "@PolymarketMoney Wow $HOOD went from $120 to $80 really fast" [X Link](https://x.com/StockSavvyShay/status/2019099320730153007) 2026-02-04T17:22Z 347K followers, 13.6K engagements "$OKLO has been cut in half over the past three months" [X Link](https://x.com/StockSavvyShay/status/2019122162960056390) 2026-02-04T18:53Z 347.2K followers, 51.1K engagements "IS SOFTWARE DEAD IWTB STREAM $NOW $TSM $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $AMZN $MELI $AMD $NVDA $SOFI $GOOGL $AMZN $META $SNOW $MDB $DDOG $GTLB $ADBE https://x.com/i/broadcasts/1yoKMPyePNnxQ https://x.com/i/broadcasts/1yoKMPyePNnxQ" [X Link](https://x.com/StockSavvyShay/status/2019131199172776340) 2026-02-04T19:29Z 347.4K followers, 31.7K engagements "$GOOGL Cloud is on fire growing +48% to $17.7B 🤯 $GOOGL Q4 EARNINGS Revenue $113.8B vs Est. $111.5B EPS $2.82 vs. Est. $2.64 Google Cloud Revenue $17.7B vs Est. $16.2B FY26 Guidance CapEx $180B vs Est. $120B https://t.co/Fwv3MtT7Az $GOOGL Q4 EARNINGS Revenue $113.8B vs Est. $111.5B EPS $2.82 vs. Est. $2.64 Google Cloud Revenue $17.7B vs Est. $16.2B FY26 Guidance CapEx $180B vs Est. $120B https://t.co/Fwv3MtT7Az" [X Link](https://x.com/StockSavvyShay/status/2019158647755141539) 2026-02-04T21:18Z 346K followers, 49.1K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@StockSavvyShay Shay Boloor
NVIDIA ($NVDA) continues to dominate the AI landscape, with its market value now surpassing several major tech companies and its CEO announcing a massive $500 billion business opportunity over the next six quarters. Tesla ($TSLA) is also making significant strides in AI, with Elon Musk announcing plans to build a [--] million-unit Optimus line and a [--] million-unit line, marking a major milestone in humanoid robotics. Several other companies, including Palantir ($PLTR), Amazon ($AMZN), and Microsoft ($MSFT), are also advancing their AI capabilities and partnerships, driving growth and innovation in the sector.
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- [--] Week [-------] +0.65%
- [--] Month [-------] +4.30%
- [--] Months [-------] +59%
- [--] Year [-------] +165%
CreatorRank: [------] #
Social Influence
Social category influence stocks #238 technology brands #1475 finance #2988 automotive brands #465 cryptocurrencies #1664 countries 3.24% social networks 2.47% celebrities 2.16% currencies #649 exchanges 0.77%
Social topic influence ai #501, $nvda #10, $googl #53, $amzn #2, nvda #1, $pltr #3, $tsla #2, $amd #4, $hood #5, $rklb #2
Top accounts mentioned or mentioned by @grok @polymarketmoney @k2__investment @narcissistx10 @vanquishtrader @vulcanmk5 @william_r2rclub @systemdaddyai @wallstreet_dawg @tonitrades_ @shiqin @jrupena @treasureh8nter @sindhureddy @akinatorassets @russfrompublic @danielnewmanuv @alcsoquo @james_s2908 @urban_thread1
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Rocket Lab USA, Inc. Common Stock (RKLB) Oklo Inc. (OKLO) Metadium (META) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Taiwan Semiconductor (TSM) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Microsoft Corp. (MSFT) Ondas Holdings Inc. Common Stock (ONDS) Eos Energy Enterprises, Inc. (EOSE) Micron Technology, Inc. (MU) Broadcom, Inc. (AVGO) Cipher Mining Inc. Common Stock (CIFR) Hims & Hers Health, Inc. (HIMS) Now Coin (NOW) Apple, Inc. (AAPL) BITMINE IMMERSION TECH (BMNR) Snowflake Inc. (SNOW) Cameco Corporation (CCJ) Astera Labs, Inc. (ALAB) RAI Finance (SOFI) Planet Labs PBC (PL) Cloudflare, Inc. (NET) Constellation Energy Corp (CEG) Oscar Health, Inc. (OSCR) IonQ, Inc. (IONQ) Centrus Energy Corp. (LEU) MongoDB, Inc. (MDB) Energy Fuels Inc. (UUUU) Arm Holdings plc (ARM) Rubrik, Inc. (RBRK) Adobe, Inc. (ADBE) monday.com Ltd. (MNDY) Crowdstrike Holdings Inc (CRWD) Intel Corporation (INTC) Vistra, Corp. (VST) Salesforce Inc (CRM) CoreWeave, Inc (CRWV) Bitcoin (BTC) AppLovin Corporation (APP) Vertiv Holdings Co (VRT) Atlassian Corporation PLC (TEAM) NuScale Power Corporation (SMR) AeroVironment, Inc. (AVAV) Marvell Technology Inc (MRVL) DigitalOcean Holdings, Inc. (DOCN) Tempus AI, Inc. (TEM) NANO Nuclear Energy Inc. (NNE) Critical Metals Corp. Ordinary Shares (CRML) Sandisk Corporation (SNDK) Credo Technology Group Holding Ltd (CRDO) Redwire Corporation (RDW)
Top Social Posts
Top posts by engagements in the last [--] hours
"My Top [--] Small-Cap Opportunities for [----] 🧐 [--]. $JMIA: As the leading pan-African e-commerce platform Jumia is driving growth and catering to a rapidly expanding base of shoppers across the continent. [--]. $AEHR: They ensure semiconductor reliability by providing essential testing tools for electric vehicles and data centers. [--]. $NVTS: Specializing in gallium nitride (GaN) power ICs -- Navitas leads in energy-efficient semiconductor solutions critical for the next wave of electronic devices. [--]. $INDI: They're driving the transition to smarter vehicles by delivering key chips for advanced"
X Link 2024-11-23T15:03Z 347.8K followers, 148.3K engagements
"Heres an inside look at my small-cap portfolio & the reasons behind each of my holdings as we head into [----] 🧐 $ASTS -- The American Tower of Space building a global satellite-to-cellphone network to address the $1T+ connectivity market. $RKLB -- The FedEx of Space providing end-to-end satellite launch manufacturing & space data solutions for the $400B space economy. $IONQ -- Positioning itself as a leader in quantum computing by offering scalable trapped-ion quantum systems for high-value use cases such as drug discovery logistics optimization & financial modeling -- addressing a projected"
X Link 2025-01-01T15:29Z 347.8K followers, 157.8K engagements
"Heading into Earning Season: Stocks I'm Buying & Avoiding 🧐 [--] Stocks to Buy $AMD -- Positioned to capitalize on surging AI demand with its MI300 series GPUs & expanding share in data centers and edge computing. With so much FUD already priced into the stock the upcoming earnings print could reset expectations $AMZN -- E-commerce margins are expanding through logistics robotics while AWS remains the unrivaled leader in compute for surging AI demand. $SNOW -- The king of consumption-based models Snowflakes BI tools are becoming indispensable for powering AI workloads an industry still in its"
X Link 2025-01-26T13:55Z 346.6K followers, 194.2K engagements
"U.S. & CHINA AGREE TO CUT TARIFFS FOR [--] DAYS -- U.S. DROPS TO 30% (FROM 145%) CHINA TO 10% (FROM 125%) -- JOINT STATEMENT ISSUED FROM GENEV"
X Link 2025-05-12T07:35Z 346.6K followers, 135.6K engagements
"FIRST DRIVERLESS $TSLA NOW HITTING THE ROADS IN AUSTIN 👀"
X Link 2025-06-10T17:00Z 347.7K followers, 547.6K engagements
"$MBLY TOPS ESTIMATES -- STRIKES NEW DEAL WITH $TSM Q2 Prelim Sales: $504M vs. Est. $466M New Partnership: Supply deal with TSMC to produce imaging radar & next-gen EyeQ chips Share Offering: $INTC selling up to 52M shares -- Mobileye buying back $100M https://twitter.com/i/web/status/1942680996857667668 https://twitter.com/i/web/status/1942680996857667668"
X Link 2025-07-08T20:23Z 346.7K followers, 38K engagements
"DEFENSE SECRETARY PETE HEGSETH JUST FAST-TRACKED A FULL-SCALE DRONE RAMP ACROSS THE U.S. MILITARY $ACHR is perfectly positioned as the platform for urban air mobility. https://x.com/SecDef/status/1943401411431026977/video/1 https://x.com/SecDef/status/1943401411431026977/video/1"
X Link 2025-07-10T20:20Z 346K followers, 509.3K engagements
"$OPEN IS UP 650% THIS MONTH -- WHATS GOING ON"
X Link 2025-07-21T15:46Z 347.7K followers, 266.6K engagements
"$NVO TRADING AT ALL-TIME LOW VALUATION OF 13X EARNINGS"
X Link 2025-07-30T13:09Z 347K followers, 89.8K engagements
"$RDDT CRUSHED EARNINGS Sales $499M vs Est. $426M EPS $0.45 vs Est. $0.19 EBITDA $167M vs. Est. $129M Q3 Outlook Sales $540M vs. Est. $473M EBITDA $190M vs. Est. $160M https://twitter.com/i/web/status/1951012234886521197 https://twitter.com/i/web/status/1951012234886521197"
X Link 2025-07-31T20:08Z 348.1K followers, 59.1K engagements
"WHO CONTROLS THE LIMITED $TSM ADVANCED CHIP PACKAGING THROUGH [----] $NVDA 60% $AVGO 15% $AMD 10% $AMZN 5% $MRVL 5% TSMC is clearly prioritizing Nvidia -- making it the gatekeeper of AI compute"
X Link 2025-08-18T12:41Z 347.8K followers, 82.8K engagements
"🟡 DAILY RIP LIVE - KATIE PERRY SHAY BOLOOR + CHRIS CAMILLO PRESENTED BY SURF AIR MOBILITY $SRFM https://x.com/i/broadcasts/1yNGabreLLWJj https://x.com/i/broadcasts/1yNGabreLLWJj"
X Link 2025-08-19T13:00Z 347.5K followers, 18.9K engagements
"$PLTR TO SIGN $920M UK DEAL DURING TRUMPS VISIT"
X Link 2025-09-17T18:38Z 347.8K followers, 145.4K engagements
"TOP [--] ACTIVE WATCHLIST FOR BOTH PORTFOLIOS Growth [--]. $GOOGL Alphabet [--]. $OKLO Oklo [--]. $IREN IREN [--]. $NBIS Nebius [--]. $ISRG Intuitive Surgical Small-Cap [--]. $ONDS Ondas [--]. $RR Richtech Robotics [--]. $OSCR Oscar [--]. $CIFR Cipher Mining [--]. $PRCT PROCEPT BioRobotics https://twitter.com/i/web/status/1971934240360353820 https://twitter.com/i/web/status/1971934240360353820"
X Link 2025-09-27T13:45Z 346.8K followers, 167.1K engagements
"$TSLA TO UNVEIL 3RD-GEN HUMANOID ROBOT IN [----] Elon Musk is betting the Optimus line can scale to [--] million units a year by [----] positioning Tesla as the leader of the coming physical AI economy"
X Link 2025-09-30T10:24Z 346.8K followers, 79.4K engagements
"$DOCN is quietly positioning itself as an AI utility for developers & SMBs. Today it unveiled an AI Partner Program & a major AI Ecosystem expansion. The platform now offers $AMD & $NVDA GPUs along with top models from $META OpenAI DeepSeek & Mistral"
X Link 2025-10-02T11:38Z 347.1K followers, 36.3K engagements
"5 WAYS AI IS REBUILDING HEALTHCARE [--]. $TEM uses AI on genomic & clinical data to help doctors pick the right therapy for each patient while $BEAM $NTLA $PRME $CRSP & $TWST build the gene-editing/cell-therapy tools that make personalized medicine possible. [--]. AI is moving routine care online so patients get faster access & stay out of hospitals. $HIMS focuses on primary/mental-health visits $OSCR guides members through benefits and care choices & $TDOC connects patients with doctors/specialists virtually. [--]. $ABCL $RXRX & $SDGR power genAI drug discovery running in-silico experiments thousands"
X Link 2025-10-05T12:51Z 346.3K followers, 213.4K engagements
"$SOFI delivered 😏 Sales $962M vs Est. $891M EPS $0.11 vs Est. $0.09 Adj EBITDA 29% New Members +34% YoY to at least 3.5M FY25 Guidance Sales $3.54B vs Est. $3.45B EPS $0.37 vs Est. $0.32 GAAP Net $455M"
X Link 2025-10-28T11:10Z 347.5K followers, 221.5K engagements
"1. $NBIS Nebius Cloud Utility for the AI Age Nebius is the closest example of a true integrated AI utility. It sells capacity before construction begins which means revenue is locked in long before the concrete is poured. The $17B $MSFT deal confirmed this model works since those multi-year contracts secure cash flow and reduce financing risk since the utilization is guaranteed. Nebius data centers are built 20% more power-efficient than typical cloud sites which means every GPU-hour they sell costs less to produce. In an industry where power costs can exceed 40% of total operating expense"
X Link 2025-11-02T13:35Z 346.3K followers, 320K engagements
"2. $IREN IREN Limited Energy-to-Compute Engine of the AI Era IREN is structurally the most vertically integrated company in the entire AI infrastructure segment since controls the full value chain from power generation to compute delivery. Its renewable energy costs average [---] cents per kWh (among the lowest in North America) and it owns the physical land substations & cooling systems needed to bring additional capacity online quickly. What differentiates IREN is its ability to convert that cheap power into rentable GPU capacity faster than most peers. The company already operates its own AI"
X Link 2025-11-02T13:35Z 346.3K followers, 87.4K engagements
"$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Sales $1.18B vs Est. $1.09B EPS $0.21 vs Est. $0.17 US Commercial: $397M -- up 121% YoY Q4 Guidance Sales $1.33B vs Est. $1.18B Operating Profit $697M vs Est. $575M FY25 Outlook Sales $4.42B vs Est. $4.16B Operating Profit $2.16B vs Est. $1.93B https://twitter.com/i/web/status/1985453783359574400 https://twitter.com/i/web/status/1985453783359574400"
X Link 2025-11-03T21:07Z 347.8K followers, 299.3K engagements
"$AAPL is finalizing a deal to pay $GOOGL about $1B a year to integrate Geminis 1.2T-parameter AI model into Siri"
X Link 2025-11-05T19:13Z 347.9K followers, 180.9K engagements
"I opened two new positions this week in the growth portfolio. Both companies are under $2B in market cap. Any guesses"
X Link 2025-11-08T14:10Z 347.7K followers, 417.4K engagements
"$HOOD is building a fund that would let retail investors get exposure to private AI startups. It would be a leveraged closed-end vehicle run by Robinhood Ventures that opens access to elite private AI names normally reserved for VCs & institutions. Retail finally gets in"
X Link 2025-11-10T13:21Z 347.7K followers, 480.3K engagements
"UPDATED DCA PLAN [--]. $META Meta [--]. $MELI MercadoLibre [--]. $AXON Axon [--]. $NBIS Nebius [--]. $RKLB Rocket Lab [--]. $SOFI SoFi [--]. $IREN IREN Limited [--]. $BMNR BitMine [--]. $CIFR Cipher [--]. $ONDS Ondas https://twitter.com/i/web/status/1989703922492346516 https://twitter.com/i/web/status/1989703922492346516"
X Link 2025-11-15T14:35Z 346.3K followers, 134K engagements
"Peter Thiel fully dumped his entire $NVDA. He also unwound 65% of his US equity book in Q3 & now essentially only holds $TSLA $MSFT & $AAPL"
X Link 2025-11-17T00:53Z 348.1K followers, 320.2K engagements
"$AMZN just rolled out Ads Agent an AI system that handles targeting budget allocation & even SQL-level analytics for you. It lowers the barrier for smaller advertisers and makes Amazons ad engine even stickier as spend consolidates onto the platform"
X Link 2025-11-17T11:23Z 346.7K followers, 52.3K engagements
"$GOOGL is rolling out AI Flight Deals globally alongside a new AI Mode trip planner with Canvas & agent-style booking for restaurants & events in the US. Puts direct pressure on $EXPE $BKNG & $ABNB as Google builds a full AI-native travel funnel from search to booking"
X Link 2025-11-17T17:58Z 347.5K followers, 123.7K engagements
"@TrendSpider [--]. $NET Cloudflare"
X Link 2025-11-22T14:36Z 347.5K followers, 11.4K engagements
"THE TOP GROWTH PERFORMERS OF [----] [--]. $IREN +387% [--]. $OPEN +381% [--]. $CIFR +339% [--]. $OKLO +331% [--]. $MP +297% [--]. $SYM +253% [--]. $HOOD +245% [--]. $NBIS +242% [--]. $JMIA +232% [--]. $EOSE +210% [--]. $ONDS +209% [--]. $PL +195% [--]. $MU +181% [--]. $QBTS +170% [--]. $ASTS +166%"
X Link 2025-11-29T12:33Z 348K followers, 155.2K engagements
"DATA CENTERS WILL HIT 10% OF U.S. POWER DEMAND BY [----] [--] names to watch: $NNE grid buildout $VST grid generation $CCJ uranium supply $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage https://twitter.com/i/web/status/1994775991185805761 https://twitter.com/i/web/status/1994775991185805761"
X Link 2025-11-29T14:30Z 346.1K followers, 256.2K engagements
"MY FAVORITE SUB-$5B NAMES HEADING INTO [----] [--]. $CLPT ClearPoint Neuro [--]. $DOCN DigitalOcean [--]. $EOSE Eos Energy [--]. $TMDX TransMedics [--]. $VKTX Viking Therapeutics [--]. $JMIA Jumia [--]. $ONDS Ondas [--]. $AEHR Aehr Test System"
X Link 2025-11-29T14:59Z 347.6K followers, 180.8K engagements
"PRESIDENT TRUMP WEIGHING A ROBOTICS EXECUTIVE ORDER FOR [----] Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year. How robotics is quietly getting built out across the economy: [--]. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA $AVGO & $QCOM are the engines & nervous system that let the robots sense and act. [--]. $AVAV $ONDS $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT $RTX & $GD 3."
X Link 2025-12-03T13:14Z 346K followers, 491.3K engagements
"Jensen is making it clear that $NVDA is a platform because every major AI workflow (model training fine-tuning inference simulation robotics digital twins) is already built around Nvidias APIs & libraries The switching costs are enormous"
X Link 2025-12-03T22:21Z 348.1K followers, 49.2K engagements
"$PLTR launched Chain Reaction with $NVDA as an AI infra platform that unifies utilities data centers & developers to forecast power demand as AI loads accelerate. AI doesnt scale without a coordination layer for power & Palantir is making it clear they plan to own that layer"
X Link 2025-12-04T11:13Z 347.6K followers, 75.5K engagements
"TEN MOST LIKELY CANDIDATES FOR S&P [---] INCLUSION TODAY AFTER THE BELL [--]. $SOFI SoFi [--]. $RDDT Reddit [--]. $VEEV Veeva [--]. $PSTG Pure Storage [--]. $ZM Zoom [--]. $ALAB Astera Labs [--]. $VRT Vertiv [--]. $MSTR Strategy [--]. $COHR Coherent [--]. $AFRM Affirm https://twitter.com/i/web/status/1996903453667610743 https://twitter.com/i/web/status/1996903453667610743"
X Link 2025-12-05T11:24Z 347.6K followers, 523.4K engagements
"10 COMPANIES WITH THE STRONGEST EARNINGS CYCLE [--]. $GOOGL Alphabet [--]. $RBRK Rubrik [--]. $PLTR Palantir [--]. $MDB MongoDB [--]. $ALAB Astera Labs [--]. $DOCN DigitalOcean [--]. $CRDO Credo [--]. $SOFI SoFi [--]. $DDOG DataDog [--]. $LMND Lemonade https://twitter.com/i/web/status/1997308922995298485 https://twitter.com/i/web/status/1997308922995298485"
X Link 2025-12-06T14:15Z 347.6K followers, 142.2K engagements
"MY TOP [--] GROWTH POSITIONS HEADING INTO [----] [--]. $RKLB building future of space logistics [--]. $CLPT navigation platform for neurosurgeons [--]. $JMIA scaling logistics across Africa [--]. $EOSE powering the grid with long-duration zinc storage [--]. $TMDX expanding organ care with fleet & network effect Total return since 2023: +335% vs +63% for the S&P 500"
X Link 2025-12-06T14:58Z 346.6K followers, 227.6K engagements
"EVERY PART OF THE NUCLEAR TRADE IS NOW INTERCONNECTED Upstream you have the uranium miners & fuel processors like $CCJ $UUUU & $LEU that feed the entire system. Midstream you have the reactor & SMR builders like $SMR $OKLO $BWXT & $NNE turning that fuel into deployable nuclear capacity. Downstream you have the utilities like $NEE $VST $TLN & $CEG that convert that capacity into actual grid power. The whole stack moves as one now because power is becoming the bottleneck for the entire AI economy since if utilities cant deliver the megawatts required then the new data centers wont reach full"
X Link 2025-12-09T13:09Z 347.4K followers, 132.8K engagements
"$META COULD DROP ITS NEW AI AVOCADO MODEL IN Q1"
X Link 2025-12-09T13:50Z 347.8K followers, 93.9K engagements
"$BMNR up over 10% ahead of the Fed tomorrow"
X Link 2025-12-09T18:59Z 347.5K followers, 78.7K engagements
"SPACEX CONSIDERING [----] IPO AT $1.5T VALUATION"
X Link 2025-12-09T20:40Z 346.2K followers, 267.3K engagements
"2026 SPACE ECONOMY WATCHLIST A SpaceX IPO in [----] would put the entire $1.8T space economy under the brightest spotlight it has ever had because once the anchor of the sector goes public every layer of the ecosystem gets pulled into the narrative. Heres the ecosystem: Moon Builders $LUNR Space Metals Foundries $USAR $ATI Space Data Miners $SPIR $BKSY $PL Earth-to-Orbit Network $T $TMUS $VZ Space Hardware Guild $HON $LHX $RDW Space Internet Providers $VSAT $IRDM $SATS Eyes & Ears of Orbit $BWXT $TDY $ST $AME Space Engines $RKLB $FLY SpaceX Blue Origin Orbital Real Estate Developers $ASTS $PL"
X Link 2025-12-13T12:20Z 347.6K followers, 340.2K engagements
"MY [----] PREDICTIONS [--]. Amazon goes from Mag-7 laggard to leader as AWS reaccelerates. Compute bottlenecks fade Trainium gains real adoption & AWS growth moves back toward the mid-twenties while Ads continues its steady climb & becomes a second profit engine that structurally lifts $AMZN margins. [--]. Space industry becomes a mainstream investment theme. A $1.5T SpaceX IPO forces public markets to rethink what the space economy is actually worth. That shift accelerates as Sam Altman explores a direct SpaceX competitor & as Sundar Pichai Jeff Bezos & Elon Musk openly discuss orbital compute which"
X Link 2025-12-13T13:37Z 347.8K followers, 519.5K engagements
"10 WAYS TO BUILD AN AI POWER PORTFOLIO $NVDA CEO Jensen Huang recently said the biggest bottleneck in AI is energy & power. Here are the best ways to build a portfolio to capitalize on that shift: [--]. $OKLO is effectively building the local nuclear plant that the AI economy will require by enabling reactors to be placed directly next to data-center campuses for 24/7 onsite generation. [--]. $CEG is the nuclear backbone of the AI era by supplying the 24/7 carbon-free baseload power hyperscalers cant scale without. [--]. $VST is the hybrid power engine of AI by combining nuclear gas & storage to"
X Link 2025-12-14T14:28Z 346.8K followers, 377.1K engagements
"I have a new top position in my portfolio and its one thats never sat at the top before. Any guesses"
X Link 2025-12-16T23:20Z 347.5K followers, 230.1K engagements
"Want to see if memory has pricing power in the AI stack Look at $MU margins"
X Link 2025-12-18T16:54Z 348K followers, 42.2K engagements
"$ORCL & OpenAI received Michigan approval to power a [---] GW Stargate data center with DTE Energy fast-tracking electricity for a facility the size of a nuclear reactor. The project pushes their U.S. partnership beyond [--] GW of planned capacity & $450B+ in investment with Oracle fully covering power costs. https://twitter.com/i/web/status/2001735832835948693 https://twitter.com/i/web/status/2001735832835948693"
X Link 2025-12-18T19:26Z 346.7K followers, 89K engagements
"$GOOGL CEO has been consistently discussing data centers in space. Given it already owns 3% of $ASTS that stake looks like early positioning for deeper commercial partnerships"
X Link 2025-12-20T15:41Z 346.2K followers, 167K engagements
"MY DRONE WATCHLIST $ONDS is about connectivity $TDY is about sensing & targeting $PLTR is about command control & decision-making $UMAC is about fleet orchestration & swarm management $DPRO is about operations training & real-world deployment $AVAV $KTOS $RCAT & $TXT are about airframes & mission hardware $ENVX isabout battery tech that extends flight time & mission endurance [--] WAYS TO PLAY AMERICAN DRONE DOMINANCE ENTERING [----] [--]. $ONDS builds the secure communication networks drones rely on to transmit video data & commands without being jammed or hacked. [--]. $AVAV is the dominant U.S."
X Link 2025-12-20T16:26Z 347.8K followers, 158.8K engagements
"Wild that the $RKLB shares I was scooping up not even two years ago are already up 20x"
X Link 2025-12-22T18:27Z 347.5K followers, 77.2K engagements
"$NVDA is partnering with SK Hynix & Phison on a new AI SSD (Storage Next) built to sit between DRAM/HBM & traditional storage. The goal is to keep GPUs fed as inference becomes a memory bottleneck with a prototype targeted for 2026"
X Link 2025-12-23T12:09Z 346.7K followers, 42.6K engagements
"PETER LYNCHS FAVORITE METRIC IS THE PEG RATIO PEG [--] usually means mispriced growth PEG [--] starts to push into the danger zone Popular names right now: $PLTR 4.6x $TSLA 4.6x $GOOGL 2.7x $HOOD 2.7x $AAPL 2.6x $ASML 2.3x $ALAB 2.0x $NOW 1.9x $AMZN 1.7x $MSFT 1.5x $SOFI 1.5x $META 1.4x $CRM 1.3x $TSM 1.2x $ADBE 1.2x $AVGO 1.0x $HIMS 1.0x $ORCL 0.9x $NVDA 0.8x $PYPL 0.8x $AMD 0.6x https://twitter.com/i/web/status/2005273243289358349 https://twitter.com/i/web/status/2005273243289358349"
X Link 2025-12-28T13:42Z 347.4K followers, 269.2K engagements
"DRONES WILL BE ONE OF THE HOTTEST THEMES OF [----] The ecosystem breaks down like this: $UAVS drones used for farming & commercial work $ONDS communication systems that let drones talk securely $UMAC software that coordinates groups of drones working together $JOBY $ACHR $EVTL $EH electric aircraft designed to carry people $AVAV $KTOS $RCAT $AIRO the physical drones & mission hardware $DPRO drone platforms used for training operations & real-world deployment $NOC $LMT large-scale autonomous & defense systems integrated into military platforms https://twitter.com/i/web/status/2005654019705078231"
X Link 2025-12-29T14:55Z 347.5K followers, 370.5K engagements
"2026 WILL BE THE YEAR OF SPACE A SpaceX IPO in [----] would put the entire $1.8T space economy under its brightest spotlight yet with every layer of the ecosystem getting repriced: $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from orbit $ASTS turning space into a global cellular network $RDW supplying the picks-and-shovels of orbital infrastructure https://twitter.com/i/web/status/2006369534496956678 https://twitter.com/i/web/status/2006369534496956678"
X Link 2025-12-31T14:19Z 347.8K followers, 191.3K engagements
"2025 WAS A YEAR TO FORGET FOR $MSTR HOLDERS"
X Link 2025-12-31T15:21Z 347.6K followers, 44.3K engagements
"Goldman Sachs expects global humanoid robot market to reach $38B within next decade. $NVDA supplying the intelligence layer $AMZN automating the logistics layer $TSLA building physical embodiment layer $PLTR coordinating the control layer"
X Link 2026-01-05T12:52Z 347.1K followers, 438.7K engagements
"WHY THE $ASTS DOWNGRADE IS WRONG [--]. Distribution is already solved AST doesnt need to acquire users since they come through carriers like $T $VZ Vodafone Rakuten and others. Thats billions of subscribers already embedded in the system so focusing on retail signups is the wrong metric when the carriers already own the customer relationship. [--]. Coverage Is the Product AST makes money by filling coverage gaps that networks cant reach like roaming uplift emergency access etc. There is no hardware to subsidize no dishes to ship and no consumer marketing funnel to fund so applying a consumer"
X Link 2026-01-07T14:05Z 346.6K followers, 177.1K engagements
"$TSM PROJECTED [----] REVENUE MIX $NVDA 20% now the single largest named customer as AI training & inference soak up marginal wafer supply $AAPL 16% still massive volume but no longer the automatic top seat when capacity tightens $AVGO 11% driven by custom silicon & networking tied directly to AI data center buildouts $AMD 8% supported by secondary AI accelerator demand & CPU share TSMCs marginal capacity is increasingly being pulled toward AI-heavy customers & that pressure only accelerates as it remains the factory producing over 90% of the worlds most advanced wafers."
X Link 2026-01-11T16:08Z 346K followers, 39.9K engagements
"$TEM pre-announced earnings ahead of JPM Healthcare with Q4 revenue of $367M vs est. $360M alongside record TCV now exceeding $1.1B & net revenue retention of 126%. Tempus is positioning itself to build the largest oncology-focused foundation model by embedding its data platform directly into next-gen drug discovery workflows. https://twitter.com/i/web/status/2010528887407821208 https://twitter.com/i/web/status/2010528887407821208"
X Link 2026-01-12T01:46Z 347.5K followers, 84.5K engagements
"Nobody wants to live on SaaS Ave in [----] $MNDY -6% $CRM -6% $SNOW -6% $TEAM -5% $DOCU -5% $ADBE -5% $WDAY -3% $NOW -3%"
X Link 2026-01-13T17:42Z 347.8K followers, 153.9K engagements
"China is telling domestic firms to stop using certain U.S. and Israeli cybersecurity software on national-security grounds. Names cited include $AVGO VMware $PANW $FTNT & $CHKP"
X Link 2026-01-14T10:59Z 347.2K followers, 45.6K engagements
"$BMNR plans a $200M equity investment in Beast Industries with potential DeFi integration tied to Beasts upcoming financial platform. Bitmine also plans to launch its MAVAN validator network in Q1 2026"
X Link 2026-01-15T12:33Z 346.9K followers, 295.4K engagements
"Absolutely wild how much cash $TSM is already printing from the AI economy. Theyve essentially doubled their cash position from $45B to $90B in just two years. $TSM CRUSHED THEIR EARNINGS Sales $33.7B vs Est. $31.3B EPS $3.14 vs Est. $2.79 Gross margin 62% vs Est. 61% Net income $16.3B vs Est. $15.2B Advanced nodes (7nm) were 77% of wafer revenue Q1 Guidance Sales $35.2B vs Est. $33.2B Gross margin 64% vs. Est. https://t.co/XfmPgJWUMP $TSM CRUSHED THEIR EARNINGS Sales $33.7B vs Est. $31.3B EPS $3.14 vs Est. $2.79 Gross margin 62% vs Est. 61% Net income $16.3B vs Est. $15.2B Advanced nodes"
X Link 2026-01-15T17:16Z 347.3K followers, 40.5K engagements
"Truly wild that only two years ago I was buying $ASTS at $3 🤯"
X Link 2026-01-16T00:15Z 346.2K followers, 28.1K engagements
"Im getting a lot of questions about trimming $RKLB and the answer is Im not. This is the second source of the space economy and we are still in the earliest innings of figuring out how big the space economy actually becomes. When something works this well the instinct is to protect gains especially when youre up 15x and its grown into a large position but that instinct is usually driven by fear since one of the hardest parts of growth investing is sitting through volatility after youre already "right" because every pullback feels like a mistake for not locking it in. Selling early often"
X Link 2026-01-16T19:46Z 347.6K followers, 101.5K engagements
"The Repricing of Software Whats happening in software right now is bigger than a random sector rotation since its the market repricing an entire business model in real time. The thing that made SaaS magical for a decade which was seat-driven expansion packaged as predictable ARR is colliding with a world where outcomes can scale without headcount. Weve seen this movie twice since mainframes did not disappear because they stopped working since they stayed mission critical but disappeared as a growth story because the economics broke the moment compute became cheap distributed and flexible. The"
X Link 2026-01-17T14:13Z 347.4K followers, 803.6K engagements
"HERES TODAYS FOX BUSINESS SEGMENT What $TSM earnings revealed about the AI cycle: $NVDA $ASML $AMD SMID names riding TSMCs dominance: $AMKR $AEHR $ALAB $PSTG The space economy in 2026: SpaceX $RKLB $ASTS $PL FOMO vs. fear of buying the top and how growth investors build positions Why tariff-driven volatility is political noise rather than a breakdown in bull market https://twitter.com/i/web/status/2013389089601700086 https://twitter.com/i/web/status/2013389089601700086"
X Link 2026-01-19T23:12Z 347.5K followers, 449K engagements
"Ray Dalio warned at Davos that rising trade tensions widening deficits & policy uncertainty could erode confidence in U.S. assets triggering what he called capital wars. He noted growing flows into gold as a hedge against a breaking monetary order arguing investors remain underallocated to hard assets even as debt & geopolitical risks rise. https://twitter.com/i/web/status/2013640951437377740 https://twitter.com/i/web/status/2013640951437377740"
X Link 2026-01-20T15:53Z 347.8K followers, 106.3K engagements
"$PLTR CEO Alex Karp tells Reuters the company signed a multi-year deal with HD Hyundai worth hundreds of millions of dollars deepening its push into Korea"
X Link 2026-01-20T19:44Z 346.6K followers, 107.5K engagements
"President Trump said the U.S. is going heavy into nuclear energy citing major safety advances. He argued nuclear is now both reliable & cost-competitive for powering the economy. That money supports the entire nuclear stack: Upstream uranium miners & fuel processors like $CCJ $UUUU & $LEU that supply the raw fuel Midstream reactor & SMR builders like $SMR $OKLO $BWXT & $NNE that turn fuel into capacity Downstream utilities like $NEE $VST $TLN & $CEG that convert that capacity into grid power https://twitter.com/i/web/status/2013975132927308169"
X Link 2026-01-21T14:01Z 347.4K followers, 259.9K engagements
"Wild that Greenland of all things is driving a selloff across space healthcare drones energy & compute: $ASTS -12% $KTOS -10% $UUUU -10% $EOSE -9% $PL -9% $IREN -8% $ONDS -8% $HIMS -8% $CIFR -7% $AVAV -7% $OSCR -7% $NBIS -6% $RKLB -6% https://twitter.com/i/web/status/2014038204408791471 https://twitter.com/i/web/status/2014038204408791471"
X Link 2026-01-21T18:11Z 347.6K followers, 109.9K engagements
"$MSFT CEO Satya Nadella is effectively calling the end of software applications as the value layer. In an agentic world apps become passive databases while AI agents hold the intelligence make decisions & do the work Apps become commodities while agents become the business"
X Link 2026-01-22T13:02Z 347.5K followers, 415.8K engagements
"UPDATED GROWTH PORTFOLIO WATCHLIST [--]. $LMND AI-native insurance stack [--]. $OKLO modular nuclear power for AI data centers [--]. $HOOD retail finance OS with embedded growth levers [--]. $PI item-level RFID platform for global inventory tracking [--]. $KTOS autonomous defense systems for attritable warfare [--]. $RR service robotics platform for labor-constrained industries [--]. $DPRO government & enterprise drone data capture platform [--]. $JOBY vertically integrated eVTOL aircraft & operations platform [--]. $ACHR commercial eVTOL manufacturer with airline partnerships [--]. $AVAV scaled military drone OEM with"
X Link 2026-01-22T13:52Z 347.7K followers, 164.2K engagements
"$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to $85T of investment over the next [--] years spanning energy chips data centers & AI factories. The AI buildout still in its early innings"
X Link 2026-01-22T20:32Z 346.4K followers, 156.6K engagements
"The world consumes 30M tons of copper a year but recycles only 4M which means GDP growth at 3% with no electrification requires mining as much copper in the next [--] years as in the last [-----] That doesnt account for data centers or grid expansion so supply gap is massive"
X Link 2026-01-23T12:39Z 347.5K followers, 290.1K engagements
"Manufacturing has become the most valuable layer of the global economy again. $TSM sitting at $1.7T shows that control of advanced nodes now means control over AI defense autos consumer electronics & national security. $TSLA at $1.5T reinforces the same idea that a vertically integrated manufacturing paired with software energy & autonomy commands premium value. Were in a build economy and this chart makes clear who the market believes the real builders are. Manufacturing at market scale. $TSMC ($1.7T) and $TSLA ($1.5T) lead global manufacturing by market cap highlighting how semiconductors"
X Link 2026-01-23T14:04Z 346.3K followers, 96K engagements
"$NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a [--] GW U.S. power shortfall by [----] so heres how the power stack breaks down. NUCLEAR $SMR industrializing small modular nuclear reactors $UUUU integrating uranium mining with fuel processing $OKLO building on-site nuclear power for AI data centers $CCJ anchoring uranium supply for the nuclear build cycle $LEU enabling advanced reactors through fuel enrichment $UEC scaling uranium production for long-duration demand $BWXT supplying critical nuclear components & fuel systems $NNE developing"
X Link 2026-01-24T13:34Z 347.4K followers, 101.8K engagements
"Bernstein expects a massive copper shortage to begin in [----] right as AI infrastructure moves into mass scale. AI only scales on electricity and electricity scales on copper because a single $NVDA Blackwell rack pulls [---] kilowatts and every megawatt delivered to a data center requires copper at every layer of the stack. This also lines up almost perfectly with Blackwell moving into mass deployment inference overtaking training and hyperscalers shifting from single flagship data centers to regional clusters. Everyone is trying to double capacity at the same time which is why the AI supercycle"
X Link 2026-01-24T15:09Z 348.1K followers, 287.2K engagements
"Stocks always retest the 200-day MA. After big runs in $MU $GOOGL $PLTR $OKLO $ASTS $RKLB $ONDS $IREN & $NBIS a reset to support is normal. FOMO is emotional but patience is how Buffett got rich"
X Link 2026-01-25T13:26Z 346K followers, 437.9K engagements
"YouTube is one of $GOOGL most underrated asset in the new digital economy. It makes roughly the same revenue as $NFLX but Netflix spent $18B on content last year alone while YouTube spent nothing and still grew 13% by letting creators fund the platform. Estimated [----] revenue: Netflix $45.2 billion YouTube $45.6 billion Which company would you rather own https://t.co/cnI4uEcYPI Estimated [----] revenue: Netflix $45.2 billion YouTube $45.6 billion Which company would you rather own https://t.co/cnI4uEcYPI"
X Link 2026-01-25T17:10Z 346K followers, 216.1K engagements
"CRITICAL MINERALS RUNNING OVERNIGHT $CRML +12% $USAR +9% $TMQ +7% $UAMY +7% $UUUU +5% $LAC +5% $MP +2% CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke points: Rare Earth Elements $MP controls the only scaled rare earth https://t.co/PLthHE9i2T CRITICAL MINERALS CHEAT SHEET The next phase of industrial policy electrification AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke"
X Link 2026-01-26T01:10Z 347.1K followers, 149.4K engagements
"$IONQ is buying chip maker $SKYT for $1.8B or $35 per share. The deal secures U.S.-based fabrication giving IonQ more control over how fast it scales & how reliably it can deliver systems. I love this because a domestic foundry matters A TON for federal & defense contracts"
X Link 2026-01-26T11:43Z 346.1K followers, 159.8K engagements
"$NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by [----] with early deployments planned around Nvidias Rubin platform Vera CPUs & BlueField systems"
X Link 2026-01-26T13:06Z 347.5K followers, 100.2K engagements
"Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to access data APIs & users in real time $DOCN monetizes the long-tail of agent workloads that need persistent compute but dont want $AMZN AWS $MSFT Azure or $GOOGL Cloud pricing/complexity https://twitter.com/i/web/status/2015799181172969690 https://twitter.com/i/web/status/2015799181172969690"
X Link 2026-01-26T14:49Z 346.6K followers, 105.1K engagements
"Nancy Pelosi disclosed the following call option purchases: [--] $GOOGL calls $150 strike Jan [----] [--] $AMZN calls $150 strike Jan [----] [--] $NVDA calls $100 strike Jan [----] Nancy Pelosi disclosed new long-dated call options expiring 1/15/27: $GOOGL $150 $AMZN $150 and $NVDA $100 https://t.co/GE3EFx0mbb Nancy Pelosi disclosed new long-dated call options expiring 1/15/27: $GOOGL $150 $AMZN $150 and $NVDA $100 https://t.co/GE3EFx0mbb"
X Link 2026-01-26T15:25Z 347.1K followers, 840.4K engagements
"$DOCN JUST CROSSED $60 Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to Over the weekend I told the subs community this feels like a real ChatGPT moment for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for Agentic AI are both up 10% today: $NET monetizes the control layer agents must pass through to"
X Link 2026-01-26T17:21Z 346.7K followers, 51.6K engagements
"$NET is becoming the gatekeeper of the modern internet. The picks-and-shovels winner of agentic AI is up another 10% pre-market"
X Link 2026-01-27T10:44Z 347K followers, 83.6K engagements
"$UNH Q4 EARNINGS Revenue $113.2B vs Est. $113.9B EPS $2.11 vs Est. $2.10 Medical Care Ratio: 92.4% vs Est. 92.1% FY26 Guidance Revenue $439B vs Est. $456B EPS $17.75 vs Est. $17.69"
X Link 2026-01-27T11:06Z 347.4K followers, 264K engagements
"2026 looks like the year agentic AI takes off with value shifting from software seats to infrastructure consumption. $NET Workers & $DOCN compute are positioned for agent workloads as the toll roads for low-latency execution API access & cheap scalable infrastructure. One company is coming for an entire industry. Claude is disrupting how software gets built and used. https://t.co/BYv7daMS3A One company is coming for an entire industry. Claude is disrupting how software gets built and used. https://t.co/BYv7daMS3A"
X Link 2026-01-27T13:26Z 346.7K followers, 44K engagements
"A $1.4T SpaceX IPO valuation tells the market that launch LEO connectivity & orbital infrastructure are foundational platforms with durable demand across government + commercial customers. Bullish for $RKLB $ASTS $PL $RDW $FLY $BKSY $SATL $GSAT SPACEX MARKET CAP PROJECTED TO HIT $1400000000000.00 How high can it go https://t.co/AmiD4awdTN SPACEX MARKET CAP PROJECTED TO HIT $1400000000000.00 How high can it go https://t.co/AmiD4awdTN"
X Link 2026-01-27T17:23Z 347.8K followers, 73.9K engagements
"@VanquishTrader A lot of people forget about $TEM when talking about Nancy's book. They're my favorite healthcare AI play because they're building the largest oncology-focused foundation model by embedding its data platform directly into next-gen drug discovery workflows"
X Link 2026-01-27T18:14Z 346.8K followers, 11.3K engagements
"Great to be featured in Fortune today discussing the $6B $META + $GLW deal. Every AI buildout eventually hits a physical limit. GPUs led to power constraints power led to copper shortages & now data centers are running into fiber. Copper & fiber are the surprise constraints of this years AI buildout. https://twitter.com/i/web/status/2016262573793149320 https://twitter.com/i/web/status/2016262573793149320"
X Link 2026-01-27T21:30Z 347.5K followers, 39.1K engagements
"$TTD IS NEAR ITS LOWEST VALUATION EVER"
X Link 2026-01-27T22:13Z 346.2K followers, 50.7K engagements
"$NVDA [----] Feynman platform may introduce limited multi-sourcing with $INTC $TSM would still build the main GPU die while Intel could handle the I/O die and EMIB packaging with its share capped around 25%"
X Link 2026-01-27T23:34Z 346.2K followers, 100.7K engagements
"$ASML Q4 EARNINGS Revenue $11.5B vs Est. $11.3B EPS $8.67 vs Est. $8.91 Bookings $15.5B vs Est. $8.1B Gross margins 52.2% vs. Est. 51.9% EUV system sales [--] vs. Est. [--] FY26 Guidance Revenue $43.1B vs Est. $41.5B Gross margins 52% vs. Est. 53%"
X Link 2026-01-28T09:29Z 347.5K followers, 94.3K engagements
"SK HYNIX Q4 EARNINGS Revenue $24.3B vs Est. $23.2B Net Income $11.3B vs Est. $9.9B HBM revenue more than doubled YoY HBM3E exclusive supplier for $MSFT Maia [---] FY26 Guidance DRAM demand: +20% YoY Continues to consider U.S. stock listing"
X Link 2026-01-28T11:33Z 346K followers, 46.4K engagements
"Anthropic raised its [----] revenue forecast by 20%. It now sees revenue reaching $55B in [----] & $148B by [----] alongside $100B+ in model training costs and a later path to cash-flow breakeven. Hard not to notice what this implies for $AMZN 20% stake"
X Link 2026-01-28T12:04Z 347.6K followers, 37.4K engagements
"We just got more proof of how early we are in the AI cycle. $TSM (the AI factory) crushed guidance by 10% while $ASML (the AI kingmaker) nearly doubled expected bookings. A month into the year were still underestimating the scale and staying power of AI capex. $ASML announced additional buybacks and reiterated its [----] outlook of $5065B in revenue with 5260% gross margins. Q4 bookings of $15.5B vs. $8.1B expected underscore how strong demand really is. https://t.co/ZY5qULN5IF $ASML announced additional buybacks and reiterated its [----] outlook of $5065B in revenue with 5260% gross margins. Q4"
X Link 2026-01-28T12:40Z 347K followers, 100.3K engagements
"$ONDS Optimus drone just landed on the DCMA Blue UAS list opening the door to fast-track federal contracts. That puts Optimus on the short list for DoD and critical infrastructure deployments"
X Link 2026-01-28T13:35Z 347.4K followers, 72.1K engagements
"HOLY $INTC Tune into BBC in 10PM ET to hear me break down $INTC earnings. Yes the stock is down 12% off earnings but this wasn't a business is collapsing reaction but more of a the market got ahead of itself reaction. Intel is one of the only companies on earth at the intersection of https://t.co/Eabj3Uuv0P Tune into BBC in 10PM ET to hear me break down $INTC earnings. Yes the stock is down 12% off earnings but this wasn't a business is collapsing reaction but more of a the market got ahead of itself reaction. Intel is one of the only companies on earth at the intersection of"
X Link 2026-01-28T14:40Z 347.6K followers, 53K engagements
"DOE is moving to strengthen the nuclear fuel supply chain by launching Nuclear Lifecycle Innovation Campuses. States will be asked to host sites supporting the full fuel cycle including recycling used nuclear fuel. This is a system-level buildout across the nuclear stack: Upstream sits uranium & fuel processing with $CCJ $UUUU & $LEU. Midstream is reactor & SMR deployment with $SMR $OKLO $BWXT & $NNE. Downstream are the utilities converting capacity into grid power with $NEE $VST $TLN & $CEG. The stack now moves as one because power is becoming the bottleneck for the AI economy."
X Link 2026-01-28T17:20Z 347.7K followers, 52.3K engagements
"$META Q4 EARNINGS Revenue $59.9B vs Est. $58.4B EPS $8.88 vs Est. $8.19 Ads Revenue $58.1B vs Est. $56.8B Daily Active People 3.58B (+7% YoY) Q1 Guidance Revenue $55B vs Est. $51B FY26 Guidance CapEx $125B vs Est. $111B"
X Link 2026-01-28T21:08Z 347.2K followers, 170.5K engagements
"Elons message on yesterdays earnings call was loud and clear: $TSLA is moving from selling cars to operating AI systems in the real world. Tesla is pivoting from consumer EVs toward autonomous fleet services (Cybercab) humanoid robots (Optimus) & custom AI silicon (AI5/AI6). In the AI economy the highest leverage comes from deploying intelligence repeatedly which makes this the right time to pivot. The big open question has always been whether scaling laws apply to robotics and autonomy the way they do to LLMs. Elon is clearly betting yes with more compute (Cortex 2) plus more data (650K"
X Link 2026-01-29T14:14Z 346K followers, 116.8K engagements
"$NOW IN ITS LARGEST DRAWDOWN EVER $NOW Q4 EARNINGS Sales $3.6B vs Est. $3.5B EPS $0.92 vs Est. $0.89 cRPO $12.9B -- up 25% YoY $5B buyback plan authorized https://t.co/rbQ37AK4iv $NOW Q4 EARNINGS Sales $3.6B vs Est. $3.5B EPS $0.92 vs Est. $0.89 cRPO $12.9B -- up 25% YoY $5B buyback plan authorized https://t.co/rbQ37AK4iv"
X Link 2026-01-29T16:17Z 346K followers, 64.7K engagements
"I know its become the hot take to say AI platforms will disrupt software applications. But from what Ive been hearing the markets for these businesses havent changed nearly as much as the narrative suggests. Right now the market is just being lazy and repricing all of SaaS as one bucket even though there are clear pockets that should be beneficiaries of the AI economy. I added selectively today. https://t.co/GxqKSqy1Dd https://t.co/GxqKSqy1Dd"
X Link 2026-01-29T16:43Z 346.6K followers, 118.9K engagements
"Rep. Dale Strong disclosed his first stock purchase in three years by buying $IREN. The trade came days after Congress advanced a major appropriations bill focused on energy dominance critical minerals & nuclear power overseen by committees he sits on"
X Link 2026-01-29T19:10Z 346.3K followers, 108.2K engagements
"$SNDK ABSOLUTELY CRUSHED THEIR EARNINGS Sales $3.03B vs Est. $2.64B EPS $6.20 vs Est. $3.33 Net Income $967M vs Est. $498M Q3 Guidance Sales $4.6B vs Est. $2.9B EPS $13.00 vs Est. $4.21"
X Link 2026-01-29T21:15Z 347.7K followers, 447.3K engagements
"$AAPL Q1 EARNINGS Sales $143.8B vs Est. $138.1B EPS $2.84 vs Est. $2.66 China Sales $25.5B vs Est. $21.3B iPhone Sales $85.3B vs Est. $78.3B"
X Link 2026-01-29T21:34Z 346K followers, 38.3K engagements
"Elon Musks SpaceX is said to be considering a merger with $TSLA or xAI"
X Link 2026-01-29T22:25Z 346.1K followers, 141.4K engagements
"Tim Cook says $AAPL is supply-constrained because $TSM leading-edge node capacity is tight limiting how many advanced SoCs it can build despite strong demand. At the same time rising memory prices from suppliers like $MU are already baked into Apples 48% gross margin guide"
X Link 2026-01-29T22:38Z 346.2K followers, 83.6K engagements
"Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the cleanest way for investors to own the space economy without EVs AI or robotics noise. Public markets tend to reward the last pure play with a scarcity premium. Elon Musks SpaceX is said to be considering a merger with $TSLA or xAI. https://t.co/jeGIW2scLD Elon Musks SpaceX is said to be considering a merger with $TSLA or"
X Link 2026-01-29T23:14Z 346.7K followers, 287.5K engagements
"$RKLB Hungry Hippo has been safely delivered and unwrapped inside Neutrons Assembly & Integration Complex in Virginia. This is a small but real integration milestone that reduces program risk. Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the https://t.co/HykgBm4tUy Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with"
X Link 2026-01-30T00:42Z 346K followers, 73.8K engagements
"$RKLB just completed its 2nd Electron launch of [----]. Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the https://t.co/HykgBm4tUy Im seeing a lot of questions about what this would mean for $RKLB so heres my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets"
X Link 2026-01-30T01:37Z 346K followers, 108.7K engagements
"$BMNR down 50% the past three months"
X Link 2026-01-30T02:11Z 346.5K followers, 91.4K engagements
"$SOFI delivered 😏 Sales $1.03B vs Est. $982M EPS $0.12 vs Est. $0.12 Adj EBITDA $318M (+60% YoY) New Members: 13.7M (+35% YoY) FY26 Guidance Sales $4.7B vs Est. $4.5B EPS $0.60 vs Est. $0.59 GAAP Net Income $825M EBITDA Margin: 34%"
X Link 2026-01-30T12:17Z 346.3K followers, 209K engagements
"President Trump officially taps Kevin Warsh as the next Federal Reserve Chair"
X Link 2026-01-30T12:26Z 346.3K followers, 141.8K engagements
"New Fed Chair Kevin Warsh has previously taken a constructive view on Bitcoin. Hes said $BTC doesnt make him nervous and has described it as a new software platform with real utility where it can even act as a check on bad monetary policy. President Trump officially taps Kevin Warsh as the next Federal Reserve Chair. https://t.co/pFnetu1P7j President Trump officially taps Kevin Warsh as the next Federal Reserve Chair. https://t.co/pFnetu1P7j"
X Link 2026-01-30T13:53Z 346.9K followers, 117.5K engagements
"$ASTS JUST HIT A NEW ALL-TIME HIGH HERES TODAYS FOX BUSINESS SEGMENT What $TSM earnings revealed about the AI cycle: $NVDA $ASML $AMD SMID names riding TSMCs dominance: $AMKR $AEHR $ALAB $PSTG The space economy in 2026: SpaceX $RKLB $ASTS $PL FOMO vs. fear of buying the top and how growth https://t.co/J8T7q3aRWg HERES TODAYS FOX BUSINESS SEGMENT What $TSM earnings revealed about the AI cycle: $NVDA $ASML $AMD SMID names riding TSMCs dominance: $AMKR $AEHR $ALAB $PSTG The space economy in 2026: SpaceX $RKLB $ASTS $PL FOMO vs. fear of buying the top and how growth https://t.co/J8T7q3aRWg"
X Link 2026-01-30T14:36Z 347.7K followers, 67.5K engagements
"$NVDA Blackwell about to increase the gap between the American frontier models and Chinese open source models. The U.S. MUST win the AI race Weve implemented a clear policy at micro1: we will only work with U.S. AI labs and its allies. We made this decision because the AI race is not just about better products. It is about who controls the intelligence layer of the global economy and https://t.co/kuaPXE6m3Y The U.S. MUST win the AI race Weve implemented a clear policy at micro1: we will only work with U.S. AI labs and its allies. We made this decision because the AI race is not just about"
X Link 2026-01-30T20:35Z 346K followers, 44.3K engagements
"SpaceX is reportedly on track for $16B in [----] revenue with $8B in EBITDA driven largely by Starlink which accounts for 5080% of sales. The company is said to be targeting a June IPO to raise $50B at a conservative $1.5T valuation"
X Link 2026-01-30T21:33Z 346.3K followers, 85.6K engagements
"Talks on a potential $100B $NVDA + OpenAI deal have stalled. Jensen Huang has reportedly grown skeptical of OpenAIs business model"
X Link 2026-01-30T23:55Z 346.2K followers, 129.2K engagements
"Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidias largest investment ever. Talks on a potential $100B $NVDA + OpenAI deal have stalled. Jensen Huang has reportedly grown skeptical of OpenAIs business model. https://t.co/rUTy0fLVZT Talks on a potential $100B $NVDA + OpenAI deal have stalled. Jensen Huang has reportedly grown skeptical of OpenAIs business model. https://t.co/rUTy0fLVZT"
X Link 2026-01-31T12:46Z 348.6K followers, 321.5K engagements
"Tom Lee says Ethereum could briefly dip to $2400 calling it a touch-and-go bottom. He adds that this move would likely coincide with precious metals peaking. $BMNR"
X Link 2026-01-31T12:59Z 346.7K followers, 268.9K engagements
"$ASML CEO warns that without major gains in power efficiency training frontier AI models could eventually consume the worlds energy supply. If scaling laws hold and no breakthroughs emerge models trained in [----] may require $100B+ compute clusters just to run"
X Link 2026-01-31T13:42Z 347.6K followers, 285.8K engagements
"AI ECONOMY HAS THREE FUNDAMENTAL INPUTS RIGHT NOW [--]. Compute (GPUs): $NVDA still dominates but $AMD is becoming a credible second source while custom silicon from $GOOGL & $AMZN is earning a real seat at the table as hyperscalers push harder on ASICs. [--]. Memory (HBM): AI is becoming memory-first as models & agents think longer & retain more context. Every new generation requires more HBM per GPU which increases dollars per chip & makes $MU one of the most under-appreciated leverage points in the stack. [--]. Power: The emerging bottleneck because efficiency improves 2x per generation but compute"
X Link 2026-01-31T14:00Z 347.3K followers, 227.8K engagements
"Stanley Druckenmiller said in [----] that copper was the tightest position Ive ever studied. The AI economys power buildout only tightens that further with every viable path running straight through copper. Initiated a starter position in the growth port for copper exposure"
X Link 2026-01-31T14:30Z 347.7K followers, 90.8K engagements
"AI SCALING HAS A MEMORY PROBLEM The teal line (memory) is nearly flat while the purple line (model size) goes exponential which means GPUs are increasingly starved for data because memory simply cant feed them fast enough. If you can take a GPU from being utilized 25% of the time to 50% then you effectively double the output of that AI factory without adding more compute which is why memory content per GPU is now scaling faster than GPU prices themselves. We spent [--------] focused on $NVDA because compute was the obvious bottleneck but since around [----] the real constraint has been memory but"
X Link 2026-01-31T15:09Z 347.7K followers, 131.5K engagements
"President Trump said his Fed Chair pick Kevin Warsh made no commitment to cut rates. Trump added he believes Warsh would lower interest rates based on his own judgment rather than under any political pressure"
X Link 2026-01-31T15:44Z 347.7K followers, 185.1K engagements
"$SOFI just posted its largest quarterly member growth ever by adding 1M new members in Q4. The company is positioning itself as the full digital on-ramp where retail banking investing and digital assets converge"
X Link 2026-01-31T16:17Z 347K followers, 82.7K engagements
"@VanquishTrader $NOW trading at 20x FCF is freaking nuts"
X Link 2026-01-31T16:35Z 346.3K followers, 30.1K engagements
"$ASML just raised EUV machine prices 50% since last year to $284M per machine. This is what true monopoly power looks like when demand explodes and customers have zero alternatives. ASML is the only company on Earth that makes EUV lithography machines where $TSM + $INTC need them to produce the advanced nodes that power $NVDA + $AMD GPUs $GOOGL TPUs and every other frontier AI accelerator. FUTURUM EQUITIES PODCAST EPISODE #27 Daniel and Shay dove into the following topics: $TSM earnings reactions Space Economy : $RKLB $ASTS The Claude cowork effect: $NOW $MNDY $PATH $DDOG $ADBE $ZETA $CRM"
X Link 2026-01-31T16:52Z 347.9K followers, 136.5K engagements
"Waymo is finalizing a $16B raise at a $110B valuation with $GOOGL supplying over 75% of the capital alongside Sequoia Capital. Sources say ARR is now $350M+ and the round was 3x oversubscribed"
X Link 2026-01-31T20:07Z 346.7K followers, 90.1K engagements
"Jensen dismissed reports of a rift with OpenAI calling them complete nonsense & confirming $NVDA will make huge investment He said Nvidia doubling down on OpenAI describing it as one of the most consequential companies of our time & likely largest investment in its history Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidias largest investment ever. https://t.co/soVsxMHz37 Jensen Huang says $NVDA plans to make huge investments into OpenAI. He added that OpenAI could become Nvidias largest investment ever. https://t.co/soVsxMHz37"
X Link 2026-01-31T21:00Z 347K followers, 287.1K engagements
"Jensen Huang said $TSM will need to work very hard this year to meet $NVDA needs for wafers and CoWoS. He added that demand remains very strong and that TSMC is doing an incredible job ramping supply. $TSM is the AI factory that builds the chips that power every AI model on earth. Heres how TSMCs capex flows through the supply chain: $ASML gates leading-edge AI output by controlling access to EUV lithography at each node transition $AMAT benefits as AI chips add more https://t.co/ocpRnll8k3 $TSM is the AI factory that builds the chips that power every AI model on earth. Heres how TSMCs capex"
X Link 2026-02-01T01:29Z 348.1K followers, 119.2K engagements
"Jensen Huang said AI performance depends on both HBM & LPDDR highlighting just how critical memory is to $NVDA stack which is an obvious tailwind for suppliers like $MU. He added that demand is still growing faster than supply across the chain. [----] WILL BE THE YEAR OF AI MEMORY $MU supplies the DRAM & HBM next to GPUs that let AI think longer & hold more context. $SNDK $STX $WDC store massive AI datasets & model files so training and inference can scale. $PSTG $NTAP turn raw memory & disks into reliable https://t.co/swYfBlcjw7 [----] WILL BE THE YEAR OF AI MEMORY $MU supplies the DRAM & HBM"
X Link 2026-02-01T02:31Z 347K followers, 154.7K engagements
"$ASML machines use extremely tiny light (13.5 nanometers wide) to draw patterns on computer chips allowing chipmakers to create features thousands of times thinner than a human hair. The smaller those patterns are the more powerful and energy-efficient the chips become"
X Link 2026-02-01T12:14Z 347.6K followers, 68K engagements
"$GOOGL CEO Sundar Pichai said they dont fully understand their own AI systems after models began doing things they werent explicitly programmed to do. One model even taught itself a foreign language"
X Link 2026-02-01T13:56Z 347.6K followers, 509K engagements
"Jensen Huang is basically saying custom chips from $GOOGL $AMZN $AMZN $MSFT & $META struggle to compete with $NVDA because Nvidia is singularly focused on AI acceleration at a scale no one else matches. CUDA is the default language developers build on NVLink is still ahead when it comes to scaling GPUs together and Nvidia spends $20B a year with its entire org dedicated to making AI faster. The simple reality is Nvidia is all-in all the time. https://twitter.com/i/web/status/2017977619883675683 https://twitter.com/i/web/status/2017977619883675683"
X Link 2026-02-01T15:05Z 347.2K followers, 328K engagements
"HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from orbit $ASTS turning space into a global cellular network The [----] memory story is that AI demand is shifting from stop-start training runs to always-on inference making memory less cyclical and more foundational infrastructure. https://twitter.com/i/web/status/2018025519166767381 https://twitter.com/i/web/status/2018025519166767381"
X Link 2026-02-01T18:15Z 347.3K followers, 272K engagements
"$ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI"
X Link 2026-02-01T23:59Z 347K followers, 202.1K engagements
"$ORCL JUST BROKE BELOW $160 $ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI. https://t.co/Hn1EnMds8V $ORCL plans to raise $50B in [----] via a mix of debt and equity to expand OCI capacity. The capital is to meet contracted demand from major customers including $AMD $META $NVDA OpenAI TikTok & xAI. https://t.co/Hn1EnMds8V"
X Link 2026-02-02T01:17Z 347K followers, 141.5K engagements
"$BMNR down 55% over the past three months"
X Link 2026-02-02T01:48Z 346.6K followers, 59.6K engagements
"@PolymarketMoney Wild to see $ORCL under $160 now"
X Link 2026-02-02T02:41Z 346.9K followers, 11.8K engagements
"ETHEREUM $ETH JUST BROKE BELOW $2200"
X Link 2026-02-02T03:26Z 346.3K followers, 36.8K engagements
"BITCOIN $BTC JUST LOST $75000"
X Link 2026-02-02T03:34Z 347K followers, 51.3K engagements
"President Trump is set to launch a $12B strategic critical-minerals stockpile focused on rare earths and other supply-constrained materials. The move elevates U.S. producers most exposed to national-security demand: $MP controls the only scaled rare earth mining & processing asset in the U.S. $USAR building a domestic rare earth magnet supply chain to reduce reliance on China $FCX largest publicly traded copper supplier to global infrastructure $UAMY one of the only domestic antimony suppliers $CRML targets rare earths & defense-critical resources"
X Link 2026-02-02T12:32Z 347.8K followers, 144.6K engagements
"$HOOD pullback continues to $95 with the stock down 33% over the past three months"
X Link 2026-02-02T12:57Z 346.9K followers, 153.5K engagements
"$ORCL plans to raise $20B via an ATM equity offering and another $30B through a one-time bond issuance to fund its cloud expansion. A key driver is Oracles massive OpenAI contract which involves $300B in server rental commitments. $ORCL PLANS TO SELL UP TO $20B IN COMMON STOCK TO FUND AI INFRASTRUCTURE BUILDOUT https://t.co/jD3yiwE3is $ORCL PLANS TO SELL UP TO $20B IN COMMON STOCK TO FUND AI INFRASTRUCTURE BUILDOUT https://t.co/jD3yiwE3is"
X Link 2026-02-02T13:30Z 347.6K followers, 64.9K engagements
"TOM LEES $BMNR BUYS 42K $ETH WORTH $97M"
X Link 2026-02-02T13:48Z 347.2K followers, 207.6K engagements
"@PolymarketMoney Wild $BMNR almost broke $20 last night"
X Link 2026-02-02T13:50Z 346.7K followers, 12.7K engagements
"$SNOW & OpenAI signed a multi-year $200M partnership embedding OpenAI models natively into Snowflake Cortex AI across all major clouds. The deal gives 12600+ enterprise customers a governed path to deploy context-aware AI agents at scale pushing Snowflake deeper into the AI control layer. https://twitter.com/i/web/status/2018325783140327766 https://twitter.com/i/web/status/2018325783140327766"
X Link 2026-02-02T14:09Z 347K followers, 38.5K engagements
"@PolymarketMoney $SNOW under $200 looks like an opportunity to me amid the SaaSpocalypse. They already have an AI run rate north of $100M driven by actual metered usage under a consumption model rather than signed but unused commitments"
X Link 2026-02-02T14:15Z 347K followers, [----] engagements
"$HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. $HOOD pullback continues to $95 with the stock down 33% over the past three months. https://t.co/oesLcKnx3l $HOOD pullback continues to $95 with the stock down 33% over the past three months. https://t.co/oesLcKnx3l"
X Link 2026-02-02T14:20Z 346.2K followers, 211.5K engagements
"$HOOD EXPERIENCING A 40% DRAWDOWN $HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. https://t.co/q3ZniF2MT1 $HOOD is launching tax-advantaged ISAs in the UK giving users access to [----] U.S. stocks and ADRs with no commissions a 0.1% FX fee and a 2% cash match on eligible contributions (held for one year). International growth is just getting started. https://t.co/q3ZniF2MT1"
X Link 2026-02-02T14:56Z 347K followers, 132K engagements
"$TSLA is scaling Giga New York to 300MW of annual solar module capacity bringing more solar assembly in-house. The move reduces reliance on third-party suppliers and shifts production to the U.S"
X Link 2026-02-02T15:25Z 347K followers, 61.1K engagements
"Market is remembering that $SNDK as a second-order storage winner despite ongoing macro noise. HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from orbit $ASTS turning space into a https://t.co/u3bLkMhhzA HERES FRIDAYS FOX BUSINESS SEGMENT $MU becoming the picks-and-shovels for AI that remembers $SNDK catching the second-order storage wave $RKLB building an end-to-end space logistics $PL monetizing continuous Earth data from"
X Link 2026-02-02T15:49Z 347K followers, 79.3K engagements
"@RetailKingsETF I initiated a starter position in $CRML in the growth portfolio last week"
X Link 2026-02-02T16:13Z 347.2K followers, 12K engagements
"Looks like Elon Musk just confirmed the SpaceXxAI merger is happening 🚨 Elon may have just confirmed SpaceX is merging with xAI. SpaceX going public will likely be the largest deal in history. https://t.co/esLOdRZyZk 🚨 Elon may have just confirmed SpaceX is merging with xAI. SpaceX going public will likely be the largest deal in history. https://t.co/esLOdRZyZk"
X Link 2026-02-02T16:28Z 346.4K followers, 43.8K engagements
"$HOOD JUST BROKE BELOW $90"
X Link 2026-02-02T18:43Z 347.3K followers, 55.2K engagements
"$GOOGL AI now sequences animal genomes in days and helps save endangered species. Sequencing the human genome once took [--] years and $3B"
X Link 2026-02-02T19:47Z 346.7K followers, 108.6K engagements
"Michael Burry somewhere right now. $PLTR $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr"
X Link 2026-02-02T21:11Z 347K followers, 360.5K engagements
"$PLTR JUST SCORED A RULE-OF-40 SCORE OF 127% $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr"
X Link 2026-02-02T21:31Z 347.6K followers, 242.2K engagements
"$PLTR RPO added $1.6B of new committed contracts in [--] days. Palantir is one of the few platforms already built for the moment when agentic AI moves out of the sandbox and into the operating core of enterprises"
X Link 2026-02-02T21:49Z 347.6K followers, 77.6K engagements
"$PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev growth in [----] when market was positioned for slowdown into the low-40s U.S. commercial rev up 137% YoY with 115% growth guided next year suggests were still very early"
X Link 2026-02-02T22:36Z 347.7K followers, 203.8K engagements
"$PLTR RULE-OF-40 PROGRESSION 2023: [--] 2024: [--] 2025: [---] 2026E: [---] If the market wants to throw a fit about multiples in a risk off moment then that's the cost of owning a category leader. The underlying business is behaving like its in god mode and Im not ignoring that simply because the valuation makes people uncomfortable. $PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev growth in [----] when market was positioned for slowdown into the low-40s U.S. commercial rev up 137% YoY with 115% growth guided next year suggests were still very early"
X Link 2026-02-02T23:34Z 347.3K followers, 54.4K engagements
"SoftBank has partnered with $INTC to accelerate commercialization of Z-Angle Memory (ZAM) which is a next-generation memory architecture. ZAM is designed to deliver higher capacity and bandwidth with significantly lower power consumption"
X Link 2026-02-03T01:21Z 347.7K followers, 69.4K engagements
"Cathie Wood bought $35M of $HOOD today"
X Link 2026-02-03T01:42Z 347.6K followers, 312.7K engagements
"$PLTR net dollar retention has now re-accelerated for nine straight quarters to 139%. AIP is evolving into the operating layer where AI agents run governed workflows and that layer compounds as organizations rebuild processes around autonomy. $PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev growth in [----] when market was positioned for slowdown into the low-40s U.S. commercial rev up 137% YoY with 115% growth guided next year suggests were still very early https://t.co/QlMzMjBlXw $PLTR is emerging as the bellwether for enterprise AI at scale guiding to 61% rev"
X Link 2026-02-03T11:13Z 347.3K followers, 54.1K engagements
"$PYPL Q4 EARNINGS Revenue $8.68B vs $8.80B EPS $1.23 vs $1.28 TPV $475B (+9% YoY) Active accounts 439M (+1% YoY) CEO transition underway with Enrique Lores stepping in March 2026"
X Link 2026-02-03T12:19Z 347.3K followers, 291K engagements
"Imagine spending the last five years buying $PYPL because it looked cheap only to ride it down over 80% while dismissing $PLTR as expensive using traditional metrics in an market that still has no idea what the ceiling on AI actually is. Dont be a PainPal investor. $PYPL Q4 EARNINGS Revenue $8.68B vs $8.80B EPS $1.23 vs $1.28 TPV $475B (+9% YoY) Active accounts 439M (+1% YoY) CEO transition underway with Enrique Lores stepping in March [----]. https://t.co/5jneaGur11 $PYPL Q4 EARNINGS Revenue $8.68B vs $8.80B EPS $1.23 vs $1.28 TPV $475B (+9% YoY) Active accounts 439M (+1% YoY) CEO transition"
X Link 2026-02-03T12:41Z 347.6K followers, 581.8K engagements
"$NOW EXPERIENCING THE LARGEST DRAWDOWN IN COMPANY HISTORY"
X Link 2026-02-03T14:57Z 347.3K followers, 86.1K engagements
"Polymarket is pricing a 51% chance that Bitcoin $BTC falls to $55K in 2026"
X Link 2026-02-03T16:24Z 347.5K followers, 51.7K engagements
"$NVO warned on pricing pressure and guided [----] adjusted sales growth of -5% to -13% (vs. +2% estimates). Management expects a U.S. decline driven by lower realized prices under most-favored-nation agreements and partial semaglutide LOE despite ongoing Wegovy rollouts. $NVO cut its [----] outlook guiding to adjusted sales and operating profit down 5%13% well below Street expectations after 10% growth in [----]. The company cited U.S. price pressure from a most favored nations agreement and partial semaglutide LOE offset by international https://t.co/MRfWc9D0Gz $NVO cut its [----] outlook guiding to"
X Link 2026-02-03T17:19Z 347.3K followers, 116.7K engagements
"@VanquishTrader Wild to see that $CRM has completely missed the AI trade"
X Link 2026-02-03T17:38Z 347.5K followers, 12.8K engagements
"$PYPL had a massive first-mover advantage with Venmo & never truly monetized it & also failed to be early in agentic commerce as others like $GOOGL pushed ahead Thats why trading at 9x earnings doesnt matter & why today feels like a long-overdue capitulation for shareholders Disappointing earnings Single digit growth forecast Stock at 9-year lows The new $PYPL CEO has his work cut out for him. https://t.co/n6iW9zYKjr Disappointing earnings Single digit growth forecast Stock at 9-year lows The new $PYPL CEO has his work cut out for him. https://t.co/n6iW9zYKjr"
X Link 2026-02-03T17:52Z 346.7K followers, 54.1K engagements
"Bitcoin $BTC falls to its lowest level since President Trumps [----] election victory"
X Link 2026-02-03T18:42Z 346.9K followers, 31.4K engagements
"$HIMS DOWN 60% OVER THE PAST [--] MONTHS"
X Link 2026-02-03T19:14Z 347.3K followers, 72.3K engagements
"$AAPL is adding Anthropic and OpenAI agents to its Xcode coding platform. The move brings AI-powered coding assistance directly into Apples core developer tools"
X Link 2026-02-03T20:45Z 347K followers, 29.3K engagements
"@PolymarketMoney Interesting to see that $AMD Q1 guidance includes $100M Instinct MI308 sales to China 👀"
X Link 2026-02-03T21:24Z 347K followers, 15.7K engagements
"$AMD data center business has compounded into a $20B run-rate engine $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://t.co/jo0szuF6Ow $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://t.co/jo0szuF6Ow"
X Link 2026-02-03T21:33Z 347K followers, 112.4K engagements
"$AMD booked $390M in Q4 China sales from MI308 and expects $100M more in Q1. $AMD data center business has compounded into a $20B run-rate engine https://t.co/8A6HZYbnRF $AMD data center business has compounded into a $20B run-rate engine https://t.co/8A6HZYbnRF"
X Link 2026-02-03T21:46Z 347.5K followers, 63.7K engagements
"$AMD CEO Lisa Su said the data center business is positioned to grow 60%+ annually over the next [--] years driven by record server CPU demand that now makes up more than half of total server revenue. She added that the MI500 AI accelerator remains on track for a [----] launch. $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center Sales $5.38B vs Est. $4.97B Gross Margin 57% vs. Est. 56% Q1 Guidance Revenue $9.8B vs Est. $9.4B Gross Margin 55% vs. Est. 55% https://t.co/jo0szuF6Ow $AMD Q4 EARNINGS Revenue $10.27B vs Est. $9.67B EPS $1.53 vs. Est. $1.32 Data Center"
X Link 2026-02-03T22:56Z 347.6K followers, 191K engagements
"$NVDA is close to finalizing a $20B investment in OpenAI as part of its latest funding round"
X Link 2026-02-04T00:24Z 347.5K followers, 42.9K engagements
"3 REASONS $AMD EARNINGS REACTION WENT NEGATIVE [--]. The stock is trading on [----] AMDs quarter was objectively strong but the stock is being valued on what AMD might look like once MI450 + rack-scale systems are in full production. When a stock is priced on a future inflection then anything that doesnt directly pull that inflection closer tends to get discounted. Data center growth near 40% is impressive but its still below the 60% CAGR management is targeting longer term. [--]. The real payoff is still gated on MI450 execution AMDs AI story is now about MI450 + the Helios rack platform. Management"
X Link 2026-02-04T01:34Z 347.7K followers, 242.9K engagements
"$GOOGL Gemini & xAIs Grok are taking U.S. mobile DAU share from ChatGPT. Gemini is up from 14.7% to 25.1% YoY while Grok jumped from 1.6% to 15.2%. As assistants get bundled into ecosystems switching costs collapse & distribution starts to matter more than model quality at the margin. https://twitter.com/i/web/status/2019018659033935906 https://twitter.com/i/web/status/2019018659033935906"
X Link 2026-02-04T12:02Z 347.5K followers, 40.6K engagements
"@LowBeta Market underestimating the tailwind a weaker US dollar will be for EM plays like $MELI $JMIA etc"
X Link 2026-02-04T12:58Z 347.7K followers, [----] engagements
"@LogicalThesis I added some more $META yesterday"
X Link 2026-02-04T13:00Z 347.1K followers, [----] engagements
"$T has partnered with $AMZN LEO satellite unit and AWS to modernize its network and U.S. connectivity. The collaboration brings hybrid cloud AI-driven automation expanded fiber and LEO broadband to support large-scale cloud and AI workloads"
X Link 2026-02-04T13:12Z 347.7K followers, 24K engagements
"$APP down 40% so far in 2026"
X Link 2026-02-04T13:48Z 347.7K followers, 37.4K engagements
"Owning software in [----] while the S&P [---] is down less than 1% from ATHs POV you live in the crypto capital but you're still down 40% https://t.co/xIVRO5eEyy POV you live in the crypto capital but you're still down 40% https://t.co/xIVRO5eEyy"
X Link 2026-02-04T14:03Z 347.3K followers, 129.1K engagements
"$AMZN and OpenAI are reportedly exploring a deal to build custom AI models for Amazons products which would deepen OpenAIs use of AWS. As models commoditize the real value accrues to AWS as the infrastructure layer by capturing more workloads lock-in & enterprise adoption. $AMZN and OpenAI are reportedly in talks on a commercial agreement to build custom AI models for Amazons products. The deal could involve OpenAI dedicating researchers and engineers to Amazon-specific development. https://t.co/ObIti6f3VW $AMZN and OpenAI are reportedly in talks on a commercial agreement to build custom AI"
X Link 2026-02-04T14:24Z 347.5K followers, 46.9K engagements
"$AMD broke below $210 and is down over 13% post-earnings [--] REASONS $AMD EARNINGS REACTION WENT NEGATIVE [--]. The stock is trading on [----] AMDs quarter was objectively strong but the stock is being valued on what AMD might look like once MI450 + rack-scale systems are in full production. When a stock is priced on a future inflection https://t.co/PHwj3rC94L [--] REASONS $AMD EARNINGS REACTION WENT NEGATIVE [--]. The stock is trading on [----] AMDs quarter was objectively strong but the stock is being valued on what AMD might look like once MI450 + rack-scale systems are in full production. When a stock"
X Link 2026-02-04T14:51Z 347.5K followers, 58.4K engagements
"President Trump said he spoke with Chinas President Xi and described their relationship as extremely good. He said the call included discussions on China buying U.S. oil and increasing soybean purchases to [--] million metric tons"
X Link 2026-02-04T15:45Z 347K followers, 34.8K engagements
"Today might end up being one of my worst portfolio days in years and I dont see one clear headline that explains why markets suddenly flipped risk-off but this is the price of being a growth investor. Big drawdowns naturally trigger panic and the urge to do something but most of the time that leads people to react to price moves instead of asking the more important question like did anything actually change about the business Dont let price action convince you the story broke when it didnt. https://twitter.com/i/web/status/2019086203992396193"
X Link 2026-02-04T16:30Z 347.8K followers, 253.3K engagements
"$HOOD JUST BROKE BELOW $80"
X Link 2026-02-04T16:57Z 347.5K followers, 59.5K engagements
"@PolymarketMoney Wow $HOOD went from $120 to $80 really fast"
X Link 2026-02-04T17:22Z 347K followers, 13.6K engagements
"$OKLO has been cut in half over the past three months"
X Link 2026-02-04T18:53Z 347.2K followers, 51.1K engagements
"IS SOFTWARE DEAD IWTB STREAM $NOW $TSM $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $AMZN $MELI $AMD $NVDA $SOFI $GOOGL $AMZN $META $SNOW $MDB $DDOG $GTLB $ADBE https://x.com/i/broadcasts/1yoKMPyePNnxQ https://x.com/i/broadcasts/1yoKMPyePNnxQ"
X Link 2026-02-04T19:29Z 347.4K followers, 31.7K engagements
"$GOOGL Cloud is on fire growing +48% to $17.7B 🤯 $GOOGL Q4 EARNINGS Revenue $113.8B vs Est. $111.5B EPS $2.82 vs. Est. $2.64 Google Cloud Revenue $17.7B vs Est. $16.2B FY26 Guidance CapEx $180B vs Est. $120B https://t.co/Fwv3MtT7Az $GOOGL Q4 EARNINGS Revenue $113.8B vs Est. $111.5B EPS $2.82 vs. Est. $2.64 Google Cloud Revenue $17.7B vs Est. $16.2B FY26 Guidance CapEx $180B vs Est. $120B https://t.co/Fwv3MtT7Az"
X Link 2026-02-04T21:18Z 346K followers, 49.1K engagements
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