#  @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 ($MSFT), are also advancing their AI capabilities and partnerships, driving growth and innovation in the sector. ### Engagements: [-------] [#](/creator/twitter::1096436452576047104/interactions)  - [--] Week [----------] -43% - [--] Month [----------] +30% - [--] Months [-----------] +37% - [--] Year [-----------] +210% ### Mentions: [---] [#](/creator/twitter::1096436452576047104/posts_active)  - [--] Week [---] -6.70% - [--] Month [-----] +6.40% - [--] Months [-----] +34% - [--] Year [-----] +32% ### Followers: [-------] [#](/creator/twitter::1096436452576047104/followers)  - [--] Week [-------] +0.67% - [--] Month [-------] +4.30% - [--] Months [-------] +59% - [--] Year [-------] +168% ### CreatorRank: [------] [#](/creator/twitter::1096436452576047104/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #270 [technology brands](/list/technology-brands) #1545 [finance](/list/finance) #1275 [automotive brands](/list/automotive-brands) #780 [cryptocurrencies](/list/cryptocurrencies) #242 [countries](/list/countries) 3.42% [social networks](/list/social-networks) 2.33% [celebrities](/list/celebrities) 2.33% [currencies](/list/currencies) 1.09% [exchanges](/list/exchanges) #5879 **Social topic influence** [ai](/topic/ai) #548, [$nvda](/topic/$nvda) #13, [$googl](/topic/$googl) #86, [$amzn](/topic/$amzn) #6, [$tsla](/topic/$tsla) #3, [$pltr](/topic/$pltr) #4, [$amd](/topic/$amd) #8, [$hood](/topic/$hood) #25, [$rklb](/topic/$rklb) #4, [$oklo](/topic/$oklo) #5 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@polymarketmoney](/creator/undefined) [@narcissistx10](/creator/undefined) [@k2__investment](/creator/undefined) [@systemdaddyai](/creator/undefined) [@vanquishtrader](/creator/undefined) [@wallstreet_dawg](/creator/undefined) [@sindhureddy](/creator/undefined) [@william_r2rclub](/creator/undefined) [@tonitrades_](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@shiqin](/creator/undefined) [@vulcanmk5](/creator/undefined) [@hbblink](/creator/undefined) [@jrupena](/creator/undefined) [@russfrompublic](/creator/undefined) [@commonsenseplay](/creator/undefined) [@akinatorassets](/creator/undefined) [@wolfoftirol](/creator/undefined) [@stocksavytrack](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [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) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Microsoft Corp. (MSFT)](/topic/$msft) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Micron Technology, Inc. (MU)](/topic/$mu) [Now Coin (NOW)](/topic/$now) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Snowflake Inc. (SNOW)](/topic/$snow) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Astera Labs, Inc. (ALAB)](/topic/$alab) [RAI Finance (SOFI)](/topic/$sofi) [Cameco Corporation (CCJ)](/topic/$ccj) [Apple, Inc. (AAPL)](/topic/$aapl) [Cloudflare, Inc. (NET)](/topic/$net) [Planet Labs PBC (PL)](/topic/$pl) [Constellation Energy Corp (CEG)](/topic/$ceg) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [MongoDB, Inc. (MDB)](/topic/$mdb) [IonQ, Inc. (IONQ)](/topic/$ionq) [monday.com Ltd. (MNDY)](/topic/$mndy) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Bitcoin (BTC)](/topic/$btc) [Arm Holdings plc (ARM)](/topic/$arm) [AppLovin Corporation (APP)](/topic/$app) [Adobe, Inc. (ADBE)](/topic/$adbe) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Centrus Energy Corp. (LEU)](/topic/$leu) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Salesforce Inc (CRM)](/topic/$crm) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Intel Corporation (INTC)](/topic/$intc) [Vistra, Corp. (VST)](/topic/$vst) [Vertiv Holdings Co (VRT)](/topic/$vrt) [AeroVironment, Inc. (AVAV)](/topic/$avav) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [NuScale Power Corporation (SMR)](/topic/$smr) [ZetaChain (ZETA)](/topic/$zeta) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Tempus AI, Inc. (TEM)](/topic/$tem) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Sandisk Corporation (SNDK)](/topic/$sndk) [Redwire Corporation (RDW)](/topic/$rdw) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) ### Top Social Posts Top posts by engagements in the last [--] hours "The U.S. Secretary of Energy explains why electricity gets cheaper when more power is built which is why fast-growing data center states often have cheaper power than NY CA & MA. Big data centers create the demand that makes new power projects worth building" [X Link](https://x.com/StockSavvyShay/status/2020498996670939472) 2026-02-08T14:04Z 347.7K followers, 88.4K engagements "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 mining & processing asset in the U.S. $USAR building a domestic rare earth magnet supply chain to reduce reliance on China $IDR focuses on U.S.-based rare earth & strategic mineral development tied to national security needs Copper $FCX largest publicly traded copper supplier to global infrastructure $IE targets high-grade" [X Link](https://x.com/StockSavvyShay/status/2011108129610875315) 2026-01-13T16:08Z 347.7K followers, 574.3K engagements "Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: Earnings reactions: $HOOD $NET $APP $NBIS $ALAB $AMAT $ANET $OSCR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL $AMZN $AAPL $META $MSFT $NVDA $TSLA Is $HIMS shaping up as a buy-the-fear setup Well also leave the last [---] minutes for live Q&A so bring your questions https://twitter.com/i/web/status/2022306904102547890 https://twitter.com/i/web/status/2022306904102547890" [X Link](https://x.com/StockSavvyShay/status/2022306904102547890) 2026-02-13T13:48Z 347.7K followers, 102.6K 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 "TOP [--] FAVORITE NAMES TRADING UNDER $10 [--]. $EOSE Eos Energy [--]. $NVTS Navitas [--]. $PRME Prime Medicine [--]. $ACHR Archer Aviation [--]. $ONDS Ondas [--]. $GRAB Grab [--]. $RXRX Recursion [--]. $ENVX Enovix [--]. $RR Richtech Robotics [--]. $INDI indie Semiconductor" [X Link](https://x.com/StockSavvyShay/status/1969377927276949937) 2025-09-20T12:27Z 347.7K followers, 334.9K engagements "The next round of names rumored to get equity stakes or direct funding from the Trump administration. Current exposure sits in $INTC for chip manufacturing $MP for rare earth refining $LAC for lithium mining & $TMQ for mineral exploration. Next wave lining up: Battery metals $NMG $NVX $MTRN $ELBM Copper $SCCO $HBM $FCX $IE $ERO $TGB Lithium $ALB $SQM $SGML $RIO $IONR $ATLX Rare earths $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX Uranium $CCJ $LEU $UUUU $UEC $AEC $UROY $URG $DNN $ISOU $NXE $EU This is the playbook for Americas resource rebuild" [X Link](https://x.com/StockSavvyShay/status/1977342845830005040) 2025-10-12T11:57Z 347.7K followers, 732.3K engagements "MY ACTIVE SMALL-CAP WATCHLIST [--]. $ONDS Ondas [--]. $UUUU Energy Fuels [--]. $OSCR Oscar Health [--]. $RR Richtech Robotics [--]. $LEU Centrus Energy [--]. $OUST Ouster [--]. $ENVX Enovix [--]. $JOBY Joby Aviation [--]. $LMND Lemonade [--]. $RCAT Red Cat" [X Link](https://x.com/StockSavvyShay/status/1982062431687025086) 2025-10-25T12:31Z 347.7K followers, 283.1K engagements "$MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York. Memory is only one layer so heres what AI onshoring looks like across the full stack: AI Chip Design $NVDA defines the default architecture for AI training & a growing share of inference $AMD provides the critical second GPU stack that prevents the AI economy from relying on one supplier $GOOGL designs TPUs to internalize AI workloads and defend margins $AMZN builds Trainium & Inferentia to control inference costs inside AWS $INTC designs CPUs &accelerators" [X Link](https://x.com/StockSavvyShay/status/2010375297984840109) 2026-01-11T15:36Z 347.7K followers, 261.3K engagements "HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $CRML +154% [--]. $SKYT +82% [--]. $SNDK +74% [--]. $KTOS +72% [--]. $BE +72% [--]. $AVAV +62% [--]. $ASTS +59% [--]. $RDW +54% [--]. $IREN +53% [--]. $NVTS +53% [--]. $APLD +53% [--]. $EOSE +52% [--]. $PL +46% [--]. $AEHR +43% [--]. $RKLB +38%" [X Link](https://x.com/StockSavvyShay/status/2012543947613045160) 2026-01-17T15:14Z 347.7K followers, 198.1K engagements "10 NAMES TO WATCH IN THE SPACE ECONOMY [--]. $RKLB becoming the second pillar of U.S. launch and space systems infrastructure with an $805M firm fixed-price Tranche [--] Tracking Layer award validating it as a trusted defense prime while Electron cadence rising ASPs & vertically integrated manufacturing drive durable margins & a funded path to Neutron. [--]. $ASTS building the D2D comms layer that turns space into a carrier-grade broadband network with BlueBird [--] proving the physics of tower-in-the-sky connectivity & SHIELD selection pulling AST into the Golden Dome stack as a long-duration recurring" [X Link](https://x.com/StockSavvyShay/status/2012918460456841523) 2026-01-18T16:02Z 347.7K followers, 424.1K engagements "$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 layers and materials increasing deposition intensity $LRCX captures higher etch intensity as transistor density rises at advanced nodes $KLAC enables yield & defect control so AI volumes can scale without margin erosion https://twitter.com/i/web/status/2013963956973691104 https://twitter.com/i/web/status/2013963956973691104" [X Link](https://x.com/StockSavvyShay/status/2013963956973691104) 2026-01-21T13:16Z 347.7K followers, 224.1K engagements "$LMND announced a 50% insurance rate cut for $TSLA drivers when FSD is active citing data that shows materially fewer accidents. Thats one of the clearest third-party validations of FSD risk reduction so far" [X Link](https://x.com/StockSavvyShay/status/2014084020326277593) 2026-01-21T21:13Z 347.7K followers, 413.1K engagements "KEY LEVELS TO WATCH FOR POPULAR STOCKS Bullish $NVDA $AMD $IREN $CIFR $NBIS $ONDS $RKLB $ASTS $EOSE Hold $TSLA $PLTR $OPEN $ACHR $OKLO $IONQ $HOOD $SOFI Bearish $OSCR $HIMS $TEM https://twitter.com/i/web/status/2015071704540958760 https://twitter.com/i/web/status/2015071704540958760" [X Link](https://x.com/StockSavvyShay/status/2015071704540958760) 2026-01-24T14:38Z 347.7K followers, 138.1K engagements "SpaceX just filed with the FCC to launch up to 1M satellites designed to function as solar-powered orbital data centers creating massive AI compute capacity in space. Elon wants to use Starships low launch costs and laser-linked satellites to scale AI compute without stressing Earths power grid. https://twitter.com/i/web/status/2017952081014075459 https://twitter.com/i/web/status/2017952081014075459" [X Link](https://x.com/StockSavvyShay/status/2017952081014075459) 2026-02-01T13:24Z 347.7K followers, 813K engagements "Nearly a decade ago $GOOGL wrote a $900M check for a 7.5% stake in SpaceX. Today SpaceX has merged with xAI at a $1.25T combined valuation turning that check into a 100x return. Absolutely insane" [X Link](https://x.com/StockSavvyShay/status/2018629366901825899) 2026-02-03T10:15Z 347.7K followers, 424.6K engagements "$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://twitter.com/i/web/status/2018796442148847902 https://twitter.com/i/web/status/2018796442148847902" [X Link](https://x.com/StockSavvyShay/status/2018796442148847902) 2026-02-03T21:19Z 347.7K followers, 360.7K engagements "THE [----] BIG TECH CAPEX ARMS RACE $GOOGL: $180B (+98% YoY) $AMZN: Est. $147B (+16% YoY) $META: $125B (+74% YoY) $MSFT: $105B (+31% YoY) https://twitter.com/i/web/status/2019194722179510702 https://twitter.com/i/web/status/2019194722179510702" [X Link](https://x.com/StockSavvyShay/status/2019194722179510702) 2026-02-04T23:41Z 347.7K followers, 135.1K engagements "Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering: Earnings reactions: $GOOGL $AMZN $IREN $AMD $PLTR Latest thoughts on software: $NOW $MDB $SNOW $ADBE $MNDY $CRWD $RBRK $TEAM $ZETA Biggest winners from the CapEx buying spree: $ASML $CRDO $ALAB $AMAT $ANET $LRCX $KLAC $MU Crypto market bloodbath: $HOOD $SOFI $COIN $BMNR $MSTR $BTC $ETH $SOL Well also leave the last [---] minutes for live Q&A so bring your questions https://twitter.com/i/web/status/2019782074073588095 https://twitter.com/i/web/status/2019782074073588095" [X Link](https://x.com/StockSavvyShay/status/2019782074073588095) 2026-02-06T14:35Z 347.7K followers, 90.7K engagements "FAVORITE [--] NAMES UNDER $10B [--]. $ONDS drone connectivity layer [--]. $CIFR landlord of the AI utility era [--]. $JMIA scaling logistics across Africa [--]. $LMND AI-native insurance platform [--]. $DOCN AI inference cloud for builders [--]. $CLPT navigation platform for neurosurgeons [--]. $EOSE zinc storage built for nonstop compute [--]. $NVTS powering AI data centers with GaN chips [--]. $OKLO modular nuclear power for AI data centers [--]. $TMDX expanding organ care with fleet & network effect https://twitter.com/i/web/status/2020147142657208337 https://twitter.com/i/web/status/2020147142657208337" [X Link](https://x.com/StockSavvyShay/status/2020147142657208337) 2026-02-07T14:46Z 347.7K followers, 202.7K engagements "HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32%" [X Link](https://x.com/StockSavvyShay/status/2020160422716797180) 2026-02-07T15:39Z 347.7K followers, 140K engagements "$AAPL CEO Tim Cook told employees the company is all in on AI by baking Apple Intelligence into every product & using its 2.5B+ devices as the distribution advantage. A more personalized Siri launches this year with early traction already showing up in features like Visual Intelligence. https://twitter.com/i/web/status/2020505718688997583 https://twitter.com/i/web/status/2020505718688997583" [X Link](https://x.com/StockSavvyShay/status/2020505718688997583) 2026-02-08T14:31Z 347.7K followers, 60.4K engagements "$GOOGL $MSFT $META & $AMZN just confirmed $600B+ in [----] CapEx. Heres how that money flows through the AI stack: GPUs Accelerators $AMD provides second source AI GPUs with MI300 & MI400 series $NVDA powers the AI accelerator layer with Blackwell shipping & Rubin in production ASICs TPUs Design Services $MRVL provides interconnect & custom silicon for AI racks $ARM supplies CPU architecture across hyperscaler server fleets $CDNS enables hyperscaler AI chip development through EDA tools $AVGO builds custom AI silicon & networking ASICs for hyperscalers $SNPS powers hyperscaler silicon roadmaps" [X Link](https://x.com/StockSavvyShay/status/2020520150336979405) 2026-02-08T15:28Z 347.7K followers, 355.4K engagements "$HIMS extends losses to 22% after $NVO said it is suing over knockoff obesity drugs. This comes as the FDA signals full enforcement on compounded GLP 1s and the company exits compounded semaglutide" [X Link](https://x.com/StockSavvyShay/status/2020853537157112307) 2026-02-09T13:33Z 347.7K followers, 60.2K engagements "$GOOGL is issuing about $15B of debt with maturities stretching all the way to [----]. They are funding the AI buildout with cheap capital at a time when AI infrastructure spend is ramping" [X Link](https://x.com/StockSavvyShay/status/2020861618502930872) 2026-02-09T14:05Z 347.7K followers, 205.6K engagements "AI CHIP ECOSYSTEM Upstream EDA IP & Design Tools $ARM $CDNS $SNPS Semiconductor Equipment $ASML $AMAT $LRCX $KLAC $TER Midstream Foundry & Advanced Packaging $TSM $INTC $GFS $AMKR Compute $NVDA $AMD $AVGO $MRVL Interconnect $CRDO $ALAB $COHR $CIEN $APH $LITE Memory & Storage $MU $WDC $SNDK $STX Power & Analog $TXN $ADI $STM $ON $MCHP $MPWR Downstream OEMs & ODMs $SMCI $DELL $HPE $GOOGL $MSFT $META & $AMZN just confirmed $600B+ in [----] CapEx. Heres how that money flows through the AI stack: GPUs Accelerators $AMD provides second source AI GPUs with MI300 & MI400 series $NVDA powers the AI" [X Link](https://x.com/StockSavvyShay/status/2020888501995380792) 2026-02-09T15:52Z 347.7K followers, 121.7K engagements "$NBIS paying $275M for an AI agent search API shows they want to move beyond the GPU rental label & into being a platform where agents are built. Nebius now owns two core layers of the agent stack: [--]. Token Factory for high-performance inference (the agent's reasoning) [--]. Tavily for real-time web grounding (the agent's connection to reality) $NBIS is acquiring Tavily for $275M to add real-time search capabilities for AI agents with Tavilys team joining the company. The deal pushes $NBIS further up the AI stack as agents scale across coding trading and customer service. https://t.co/mZS8ToXINb" [X Link](https://x.com/StockSavvyShay/status/2021242112659030517) 2026-02-10T15:17Z 347.7K followers, 60.2K engagements "$HOOD Q4 EARNINGS Revenue $1.28B vs Est. $1.35B EPS $0.66 vs Est. $0.64 EBITDA $776M vs Est. $792M ARPU: $191 vs Est. $201 Total Platform Assets: $324B (+68% YoY) Gold Subscribers: 4.2M (+58% YoY) https://twitter.com/i/web/status/2021330465597292643 https://twitter.com/i/web/status/2021330465597292643" [X Link](https://x.com/StockSavvyShay/status/2021330465597292643) 2026-02-10T21:08Z 347.7K followers, 278.1K engagements "$AMZN just got FCC approval to launch up to [----] low-Earth orbit internet satellites. This clears the regulatory path for Amazon to scale Kuiper into a real broadband competitor in space" [X Link](https://x.com/StockSavvyShay/status/2021377833571123465) 2026-02-11T00:16Z 347.7K followers, 196.9K engagements "$ASTS successfully deployed BlueBird [--] which is the largest commercial communications antenna ever put into low Earth orbit. The [----] sq ft deployment is a major derisking milestone for Block [--] which is 3.5x larger than the earlier Block [--] satellites" [X Link](https://x.com/StockSavvyShay/status/2021412325446779334) 2026-02-11T02:33Z 347.7K followers, 50.7K engagements "$SHOP Q4 EARNINGS Revenue $3.67B vs Est. $3.59B EPS $0.57 vs. Est. $0.51 FCF $715M vs. Est. $685M GMV $123.8B (+31% YoY) Q1 Guidance Revenue +30-33% vs Est. +25%" [X Link](https://x.com/StockSavvyShay/status/2021560493811658851) 2026-02-11T12:22Z 347.7K followers, 33.6K engagements "$AEHR landed an initial Sonoma system order from a hyperscaler with shipments starting this summer for AI package burn-in. Management says this customer is forecasting a much larger Sonoma ramp in 2H [----] and into [----] alongside next-gen AI processors" [X Link](https://x.com/StockSavvyShay/status/2021577622627467634) 2026-02-11T13:30Z 347.7K followers, 22.4K engagements "Polymarket is now pricing in a 63% chance of a Fed rate cut in June JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears. https://t.co/B4CLPIA1HM JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears. https://t.co/B4CLPIA1HM" [X Link](https://x.com/StockSavvyShay/status/2021585349122654571) 2026-02-11T14:01Z 347.7K followers, 40.2K engagements "BILL ACKMAN DISCLOSES NEW POSITION IN $META" [X Link](https://x.com/StockSavvyShay/status/2021614693467427250) 2026-02-11T15:57Z 347.7K followers, 243.2K engagements "$MSFT is trading at a 7-year valuation low despite being one of the most important AI platform companies in the world. Either market is correctly pricing in real structural issues or youre getting a future AI platform winner at valuation usually reserved for show me stories. AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution. https://t.co/XDW7Oydnti AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution. https://t.co/XDW7Oydnti" [X Link](https://x.com/StockSavvyShay/status/2021642263714312634) 2026-02-11T17:47Z 347.7K followers, 84.4K engagements "IS SOFTWARE DEAD IWTB STREAM $NOW $TSM $NBIS $DOCN $IREN $NET $PLTR $RKLB $ASTS $HOOD $AMZN $MELI $AMD $NVDA $SOFI $GOOGL $AMZN $META $SNOW $MDB $AEHR $SHOP $NKTR $DUOL $MNDY $JMIA https://x.com/i/broadcasts/1OyKAjLgYjoGb https://x.com/i/broadcasts/1OyKAjLgYjoGb" [X Link](https://x.com/StockSavvyShay/status/2021654038560092655) 2026-02-11T18:34Z 347.7K followers, 22.5K engagements "$ASML EUV tools print features as small as 13nm making them essential for manufacturing AI chips. Every chip like $NVDA Blackwell $AMD MI300 $AAPL M4 $GOOGL TPU & $AMZN Trainium requires EUV lithography. You either use ASMLs machines or you dont make advanced chips" [X Link](https://x.com/StockSavvyShay/status/2021671176121241868) 2026-02-11T19:42Z 347.7K followers, 56.1K engagements "$APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://twitter.com/i/web/status/2021692478752272426 https://twitter.com/i/web/status/2021692478752272426" [X Link](https://x.com/StockSavvyShay/status/2021692478752272426) 2026-02-11T21:07Z 347.7K followers, 136.2K engagements "$NBIS Q4 EARNINGS Sales $228M vs. Est. $243M EBITDA $15M vs. Est. $40M ARR $1.3B vs. Est. $1.0B Active power 170MW vs. Est. 100MW [----] Guidance ARR: $8B Contracted Capacity: 3GW" [X Link](https://x.com/StockSavvyShay/status/2021921728855949586) 2026-02-12T12:18Z 347.7K followers, 231.7K engagements "$MSFT AI CEO Mustafa Suleyman says most routine work done by accountants lawyers and other professionals will be automated by AI within the next [--] to [--] months" [X Link](https://x.com/StockSavvyShay/status/2021935907608408101) 2026-02-12T13:14Z 347.7K followers, 114.4K engagements "3 REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential growth into a seasonally weaker quarter. The stock is clearly disconnected from the underlying business performance. [--]. The business is evolving from a gaming monetization engine into discovery infrastructure for commerce and the broader web. Thats a much bigger long-term story but narrative transitions create short-term multiple air pockets in a market that hates uncertainty. Just look at how the market is treating $META" [X Link](https://x.com/StockSavvyShay/status/2021974670220947912) 2026-02-12T15:48Z 347.7K followers, 94.1K engagements "$PINS Q4 EARNINGS Revenue $1.32B vs. Est. $1.33B EPS $0.67 vs. Est. $0.69 Global MAUs: 619M Q1 Guidance Revenue $961M vs. Est. $980M EBITDA $176M vs. Est. $205M https://twitter.com/i/web/status/2022057994587189593 https://twitter.com/i/web/status/2022057994587189593" [X Link](https://x.com/StockSavvyShay/status/2022057994587189593) 2026-02-12T21:19Z 347.7K followers, 23.3K engagements "2026 looks like an inflection year for $IREN Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: Earnings reactions: $HOOD $NET $APP $NBIS $ALAB $AMAT $ANET $OSCR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL https://t.co/LEsv8WODNd Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: Earnings reactions: $HOOD $NET $APP $NBIS $ALAB $AMAT $ANET $OSCR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL https://t.co/LEsv8WODNd" [X Link](https://x.com/StockSavvyShay/status/2022312887856050670) 2026-02-13T14:12Z 347.7K followers, 96.2K engagements "$AMZN is on pace for its longest losing streak in [--] years" [X Link](https://x.com/StockSavvyShay/status/2022340620849955320) 2026-02-13T16:02Z 347.7K followers, 46.2K engagements "SpaceX is reportedly considering a dual-class share structure for its IPO this year. The setup would give select shareholders outsized voting control over company decisions. SpaceX is reportedly considering a dual-class share structure for its IPO giving select shareholders outsized voting control. https://t.co/iYU7RwcZn4 SpaceX is reportedly considering a dual-class share structure for its IPO giving select shareholders outsized voting control. https://t.co/iYU7RwcZn4" [X Link](https://x.com/StockSavvyShay/status/2022379809813528677) 2026-02-13T18:38Z 347.7K followers, 48.1K engagements "Stargate UAE is shaping up to be the fastest AI data center buildout in the world with 5GW of total planned capacity" [X Link](https://x.com/anyuser/status/2022400250888229154) 2026-02-13T19:59Z 347.7K followers, 187K engagements "George Soros initiated a $35M stake in $AVGO and a $25M stake in $TSLA in Q4" [X Link](https://x.com/StockSavvyShay/status/2022443406765756880) 2026-02-13T22:50Z 347.7K followers, 159K engagements "$RKLB Neutrons interstage is now on the test stand undergoing qualification at the Space Structures Complex. Engineers are applying [----] tonnes of force to qualify the structure for launch" [X Link](https://x.com/StockSavvyShay/status/2022667095578939691) 2026-02-14T13:39Z 347.7K followers, 29.4K 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 347.7K followers, 320.2K engagements "MY TOP [--] GROWTH PORTFOLIO POSITIONS ENTERING [----] [--]. $RKLB building the future of space logistics [--]. $CLPT providing a navigation platform for neurosurgeons [--]. $JMIA scaling e-commerce & logistics across Africa [--]. $EOSE building zinc storage built for nonstop compute [--]. $ASTS building the communications layer that monetizes space-based connectivity [--]. $TMDX expanding organ care through a growth fleet & network effect [--]. $VKTX developing oral & injectable GLP-1s for obesity & diabetes [--]. $SOFI becoming a full-stack digital bank positioned for a liquidity upcycle [--]. $IONQ positioning quantum" [X Link](https://x.com/StockSavvyShay/status/2007452165191938475) 2026-01-03T14:01Z 347.7K followers, 811.7K engagements "$NVDA CEO Jensen Huang said the market is wrong to think AI will replace software companies. He called the markets fear of software displacement illogical and said time will prove the thesis wrong" [X Link](https://x.com/StockSavvyShay/status/2019026090820591776) 2026-02-04T12:31Z 347.7K followers, 218.1K engagements "$HIMS now down 75% from its highs Looks like $HIMS might need some of its own medication to get the stock going up again. https://t.co/2vUxIcAYxH Looks like $HIMS might need some of its own medication to get the stock going up again. https://t.co/2vUxIcAYxH" [X Link](https://x.com/StockSavvyShay/status/2020878798825394320) 2026-02-09T15:13Z 347.7K followers, 46.7K engagements "$CRDO updated its Q3 FY26 revenue outlook to $406M which is well above the prior $340M guidance. Q4 sequential growth is expected to be in the mid-single digits (estimates were +4.9% sequential growth) keeping the company on pace for 200%+ YoY revenue growth this fiscal year. AI CHIP ECOSYSTEM Upstream EDA IP & Design Tools $ARM $CDNS $SNPS Semiconductor Equipment $ASML $AMAT $LRCX $KLAC $TER Midstream Foundry & Advanced Packaging $TSM $INTC $GFS $AMKR Compute $NVDA $AMD $AVGO $MRVL Interconnect $CRDO $ALAB https://t.co/wBCc6JFW4W AI CHIP ECOSYSTEM Upstream EDA IP & Design Tools $ARM $CDNS" [X Link](https://x.com/StockSavvyShay/status/2020976321317437947) 2026-02-09T21:41Z 347.7K followers, 54.7K engagements "$OSCR Q4 EARNINGS Sales $2.81B vs Est. $3.11B EPS ($1.24) vs Est. ($0.89) MLR: 95.4% FY26 Guidance Sales $18.9B vs Est. $12.8B Ops Earnings: $350M MLR: 82.9% Reiterates path to [----] profitability" [X Link](https://x.com/StockSavvyShay/status/2021187271366504673) 2026-02-10T11:39Z 347.7K followers, 102.6K engagements "JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears" [X Link](https://x.com/StockSavvyShay/status/2021579144803369135) 2026-02-11T13:36Z 347.7K followers, 106.9K engagements "$MU started HBM4 customer shipments a quarter early and is already in high-volume production for AI and HPC workloads. The bear case was Micron cant keep up but shipping a quarter early says otherwise. $MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected execution in advanced memory. https://t.co/9FXD5H4FIK $MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected" [X Link](https://x.com/StockSavvyShay/status/2021598163623117129) 2026-02-11T14:52Z 347.7K followers, 125.9K engagements "$NBIS went from [--] data center sites in [----] to guiding [--] today. Nebius is scaling its own AI compute footprint far faster than the market is pricing in. $NBIS Q4 EARNINGS Sales $228M vs. Est. $243M EBITDA $15M vs. Est. $40M ARR $1.3B vs. Est. $1.0B Active power 170MW vs. Est. 100MW [----] Guidance ARR: $8B Contracted Capacity: 3GW https://t.co/XK7RJ3Od1S $NBIS Q4 EARNINGS Sales $228M vs. Est. $243M EBITDA $15M vs. Est. $40M ARR $1.3B vs. Est. $1.0B Active power 170MW vs. Est. 100MW [----] Guidance ARR: $8B Contracted Capacity: 3GW https://t.co/XK7RJ3Od1S" [X Link](https://x.com/StockSavvyShay/status/2021927393477505471) 2026-02-12T12:40Z 347.7K followers, 134.6K engagements "$NBIS is becoming the platform for teams building AI products agents or services and the growth curve is getting absurd. Dec 23: $7M Dec 24: $35M (5x YoY) Dec 25: $228M (6.5x YoY) Dec 26E: $1.4B (6x YoY) I added some shares today. $NBIS guided to [----] ARR of $8B revenue of $3.2B and 40% EBITDA margins with $18B of CapEx planned. Management said 60% of the capital needed for that buildout is already secured. https://t.co/o6gfMj0njh $NBIS guided to [----] ARR of $8B revenue of $3.2B and 40% EBITDA margins with $18B of CapEx planned. Management said 60% of the capital needed for that buildout is" [X Link](https://x.com/StockSavvyShay/status/2021966453470376403) 2026-02-12T15:15Z 347.7K followers, 58.8K engagements "$APP is getting hit because the market is still debating what the business actually is. If its just a gaming ad network then margins compress over time but if MAX is discovery infra sitting between users & outcomes then this becomes a platform story" [X Link](https://x.com/StockSavvyShay/status/2022005164564197520) 2026-02-12T17:49Z 347.7K followers, 51.2K engagements "Less than [--] years ago Anthropic raised $124M in its Series A at a $500M valuation. Today its raising $30B at a $380B valuation with $14B in ARR. Absolutely nuts" [X Link](https://x.com/StockSavvyShay/status/2022036226027700722) 2026-02-12T19:52Z 347.7K followers, 39.7K engagements "$RKLB is set to launch another Pentagon hypersonic test on its HASTE rocket as early as late February. This will be Rocket Labs fourth hypersonic launch in under six months showing it is becoming a go to launch partner for the U.S. militarys next generation weapons testing" [X Link](https://x.com/StockSavvyShay/status/2022062087560999235) 2026-02-12T21:35Z 347.7K followers, 51.1K engagements "Wild to see that $HIMS is down 30% over the past five years" [X Link](https://x.com/StockSavvyShay/status/2022290422866043361) 2026-02-13T12:43Z 347.7K followers, 64.9K engagements "@PolymarketMoney $AMZN AWS reaccelerating to 24% should not cause this type of sell-off" [X Link](https://x.com/StockSavvyShay/status/2022340816266785205) 2026-02-13T16:03Z 347.7K followers, 11.6K engagements "I couldnt disagree more with Burry on $PLTR. Hes effectively betting against the orchestration layer because models are getting cheaper when cheaper models actually expand the need for decision layers. It's like shorting the gun manufacturer because bullets are getting cheaper. https://twitter.com/i/web/status/2022695295235088393 https://twitter.com/i/web/status/2022695295235088393" [X Link](https://x.com/StockSavvyShay/status/2022695295235088393) 2026-02-14T15:31Z 347.7K followers, 18.6K engagements "MICHAEL BURRY BETS AGAINST THE AI BOOM WITH 66% OF SCION IN $PLTR PUTS & 14% IN $NVDA PUTS" [X Link](https://x.com/StockSavvyShay/status/1985464791264334037) 2025-11-03T21:51Z 347.7K followers, 3.5M engagements "$NVDA TO BE THE MOST PROFITABLE TECH COMPANY BY [----] Profit estimates: Nvidia $213B $GOOGL $178B $MSFT $174B $AAPL $157B $AMZN $124B" [X Link](https://x.com/StockSavvyShay/status/2009232080522367046) 2026-01-08T11:53Z 347.7K followers, 89.5K engagements "$MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start production this month. Micron does not ramp HBM4 until mid [----] which brings fresh worries about losing early share in the highest margin part of memory" [X Link](https://x.com/StockSavvyShay/status/2020849693635338245) 2026-02-09T13:18Z 347.7K followers, 196.7K engagements "President Trump says his Fed pick Kevin Warsh could drive U.S. economic growth as high as 15%" [X Link](https://x.com/StockSavvyShay/status/2021001793485119881) 2026-02-09T23:22Z 347.7K followers, 82.2K engagements "$TSLA drivers in Oregon can now get up to a 50% insurance discount when using FSD (Supervised) through $LMND new autonomous insurance program. The more miles driven on FSD the lower the premium with broader state expansion planned" [X Link](https://x.com/StockSavvyShay/status/2021248334007013421) 2026-02-10T15:42Z 347.7K followers, 28.7K engagements "Make this make sense to me: $AMZN growing revenue 14% with 10% margins trading at 27x earnings $COST growing revenue 8% with 3% margins trading at 47x earnings $WMT growing revenue 6% with 3% margins trading at 44x earnings Buying $AMZN at $208 ($2.2T market cap) implies youre getting: $269B e-commerce growing 10% (arguably worth $300B) $129B AWS growing 24% (easily a $1.8T business) $69B ads growing 23% (a $500B business)) On a sum-of-the-parts basis that points to Amazon being https://t.co/SjH71ZHIIF Buying $AMZN at $208 ($2.2T market cap) implies youre getting: $269B e-commerce growing 10%" [X Link](https://x.com/StockSavvyShay/status/2021278998328901723) 2026-02-10T17:44Z 347.7K followers, 179K engagements "$VRT Q4 EARNINGS Revenue $2.88B vs Est. $2.89B EPS $1.14 vs Est. $1.30 Backlog $15B (+109% YoY) FY26 Guidance Revenue $13.5B vs Est. $12.4B EPS $6.02 vs Est. $5.33" [X Link](https://x.com/StockSavvyShay/status/2021544047782031395) 2026-02-11T11:17Z 347.7K followers, 78.3K engagements "$APP DOWN OVER 15% $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ" [X Link](https://x.com/StockSavvyShay/status/2021960015624675351) 2026-02-12T14:50Z 347.7K followers, 47.9K engagements "$AAPL down over 5% today and on pace for its biggest one-day drop in [--] months" [X Link](https://x.com/StockSavvyShay/status/2022011432255336689) 2026-02-12T18:14Z 347.7K followers, 35.7K engagements "$ONDS secured a new multi-million-dollar European order for its Iron Drone Raider system following successful deployment at major NATO-country airport. This reflects repeat purchasing after real-world use & rising EU & NATO demand for always-on autonomous counter-drone defense" [X Link](https://x.com/StockSavvyShay/status/2022309091276988513) 2026-02-13T13:57Z 347.7K followers, 64.6K engagements "The market keeps anchoring to old adoption curves while new platform shifts are reaching scale in a fraction of the time. AI is already being embedded across enterprise workflows and consumer products far faster than prior platform transitions" [X Link](https://x.com/StockSavvyShay/status/2022351900977627257) 2026-02-13T16:47Z 347.7K followers, 25K engagements "The U.S. used Anthropics Claude AI in an operation tied to the capture of Venezuelas former president deployed through $PLTR platforms. Another data point that Palantir is the infrastructure layer bridging frontier AI models into most sensitive national security workflows" [X Link](https://x.com/StockSavvyShay/status/2022661668292169818) 2026-02-14T13:18Z 347.7K followers, 60.8K engagements "@PolymarketMoney So essentially AWS is sold out through [----] and 80% of the market hasn't shown up yet 👀" [X Link](https://x.com/StockSavvyShay/status/2022674461548486714) 2026-02-14T14:09Z 347.7K followers, 11.7K engagements "@JRupena Can't forget $MSFT (enterprise productivity) & $GOOGL (default distribution + data moat)" [X Link](https://x.com/StockSavvyShay/status/2022695627898147054) 2026-02-14T15:33Z 347.7K followers, [----] engagements "FUTURUM EQUITIES PODCAST EPISODE #30 Daniel & I dove into four big themes: Our take on Michael Burrys short on $PLTR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL $AMZN $AAPL $META $MSFT $NVDA $TSLA Is $HIMS shaping up as a buy-the-fear setup Our three favorite SaaS names Plus a 10-minute live Q&A at the end. Watch the full episode at the link below https://twitter.com/i/web/status/2022709292957339774 https://twitter.com/i/web/status/2022709292957339774" [X Link](https://x.com/StockSavvyShay/status/2022709292957339774) 2026-02-14T16:27Z 347.7K followers, 44.2K engagements "@FuturumEquities @danielnewmanUV Link below to catch the full episode: https://youtu.be/-Prl54V5rCssi=Uw47xjUtT7jfE9EC https://youtu.be/-Prl54V5rCssi=Uw47xjUtT7jfE9EC" [X Link](https://x.com/StockSavvyShay/status/2022709379221557502) 2026-02-14T16:27Z 347.7K followers, 12.4K engagements "10 SETUPS IM WATCHING FOR 2H [----] [--]. $SOFI SoFi [--]. $AMD Advanced Micro Devices [--]. $ACHR Archer Aviation [--]. $U Unity [--]. $TEM Tempus AI [--]. $EOSE Eos Energy [--]. $AEHR Aehr Test Systems [--]. $BEAM Beam Therapeutics [--]. $SNOW Snowflake [--]. $MDB MongoDB" [X Link](https://x.com/StockSavvyShay/status/1941075820946264570) 2025-07-04T10:05Z 347.7K followers, 327.8K engagements "The Fear and Greed Index is sitting at extreme fear and the VIX is at [--] while $SPY & $QQQ are still less than 3% from all time highs. The data and the mood are telling two very different stories" [X Link](https://x.com/StockSavvyShay/status/1978892198142791908) 2025-10-16T18:34Z 347.7K followers, 242.1K 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 "MY [----] PICKS ARE IN When I started the growth portfolio I didnt expect it to double in each of the first three years. I make a small set of high conviction picks each year where I focus on early disruptors & reratings the market is overlooking: 2023: $RKLB $IONQ 2024: $AEHR $EOSE 2025: $ASTS $NVTS $JMIA The [----] picks are out. One is around a $400M market cap & the other around $4B. Any guesses https://twitter.com/i/web/status/2002364265689223338 https://twitter.com/i/web/status/2002364265689223338" [X Link](https://x.com/StockSavvyShay/status/2002364265689223338) 2025-12-20T13:03Z 347.7K followers, 501.7K engagements "$GOOGL STOCK PORTFOLIO REVEALED [--]. $ASTS 18% [--]. $PL 17% [--]. $ARM 12% [--]. $MTSR 8% [--]. $RVMD 8% [--]. $FRSH 8% [--]. $TEM 5% [--]. $GTLB 5% [--]. $PATH 4% [--]. $PRME 4%" [X Link](https://x.com/StockSavvyShay/status/2004173190357295124) 2025-12-25T12:51Z 347.7K followers, 599.8K engagements "THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE AI Chips $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing $TSM only foundry currently capable of producing Googles leading-edge TPUs at scale with acceptable yields. $ARM licenses the CPU architecture Google uses alongside TPUs for AI inference & control $CDNS sells the software Google uses to design each new generation of AI chips $SNPS provides chip testing/ IP so Google can ship complex TPUs without failures $AMKR packages TPUs + memory together so Google can run them at data-center scale AI Networking" [X Link](https://x.com/StockSavvyShay/status/2005314331408539687) 2025-12-28T16:26Z 347.7K followers, 399.5K engagements "GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed or hacked $AVAV is the primary U.S. military drone prime operating large long-endurance ISR & strike platforms embedded across DoD programs $KTOS designs attritable unmanned systems built for scale where loss tolerance & cost matter more than perfection $RCAT sells short-range tactical drones used by military units police &" [X Link](https://x.com/StockSavvyShay/status/2010691962190331918) 2026-01-12T12:34Z 347.7K followers, 203.4K engagements "JANUARY LEADERSHIP IS ALREADY HINTING AT THE [----] THEMES Grid & Power $EOSE $BE $NVTS AI Utility $IREN $CIFR $NBIS $APLD $CRWV Space Economy $ASTS $RKLB $PL $RDW $FLY Nuclear $OKLO $SMR $NNE $CCJ $BWXT $LEU Drones $KTOS $ONDS $AVAV $DPRO $PDYN $RCAT Critical Materials $CRML $UUUU $UAMY $ASPI $USAR Chip Manufacturing & Memory $INTC $MU $AMKR $SNDK $LRCX $SKYT https://twitter.com/i/web/status/2011059355756741103 https://twitter.com/i/web/status/2011059355756741103" [X Link](https://x.com/StockSavvyShay/status/2011059355756741103) 2026-01-13T12:54Z 347.7K followers, 150.6K engagements "THE ELECTRICITY VALUE CHAIN $CCJ uranium supply $CEG nuclear baseload $SMR modular nuclear reactors $OKLO micro-nuclear generation $EOSE zinc long-duration storage $GEV power conversion hardware $VRT power distribution & cooling $VST flexible generation & storage $TSLA utility-scale lithium storage $FSLR thin-film solar for hyperscale $NNE utility-scale renewable buildout $TLN North American renewable generation $BWXT nuclear components & specialty fuel https://twitter.com/i/web/status/2012130692147323000 https://twitter.com/i/web/status/2012130692147323000" [X Link](https://x.com/StockSavvyShay/status/2012130692147323000) 2026-01-16T11:51Z 347.7K followers, 167.8K engagements "NATIONAL SECURITY CHEAT SHEET Nuclear $MIR building radiation detection & nuclear safety systems $LTBR redesigning nuclear fuel to extend reactor efficiency $NXE developing next-generation high-grade uranium supply $LEU enabling advanced reactors through enrichment capacity $UUUU rebuilding a domestic uranium mining & fuel cycle stack $UROY monetizing uranium production through a royalty model $CCJ supplying uranium as baseload fuel for Western nuclear fleets $ASPI supplying specialty isotopes for nuclear medical & defense use $BWXT building the nuclear hardware behind naval & defense" [X Link](https://x.com/StockSavvyShay/status/2012519454349869273) 2026-01-17T13:36Z 347.7K followers, 134.5K engagements "Just initiated a new position in a software name today. Any guesses which one https://t.co/GxqKSqy1Dd https://t.co/GxqKSqy1Dd" [X Link](https://x.com/StockSavvyShay/status/2013669633518133468) 2026-01-20T17:47Z 347.7K followers, 177.7K 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 [--]. $AVAV scaled military drone OEM with" [X Link](https://x.com/StockSavvyShay/status/2014335339402498145) 2026-01-22T13:52Z 347.7K followers, 164.2K engagements "$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://twitter.com/i/web/status/2019155025361338862 https://twitter.com/i/web/status/2019155025361338862" [X Link](https://x.com/StockSavvyShay/status/2019155025361338862) 2026-02-04T21:04Z 347.7K followers, 439.8K engagements "Holy moly $AMZN AWS backlog is $244B which is up 40% YoY and 22% QoQ. $AMZN AWS is growing at its fastest rate in over three years https://t.co/eMbBMETnuI $AMZN AWS is growing at its fastest rate in over three years https://t.co/eMbBMETnuI" [X Link](https://x.com/StockSavvyShay/status/2019547279670321452) 2026-02-05T23:02Z 347.7K followers, 85K engagements "Charlie Munger watched Berkshire fall 50% three different times and stayed the course. Volatility is the toll you pay to be a growth investor and these resets are part of the process where its designed to shake you out before the trend pays you back" [X Link](https://x.com/StockSavvyShay/status/2019726741137506685) 2026-02-06T10:55Z 347.7K followers, 81.6K engagements "$NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR" [X Link](https://x.com/StockSavvyShay/status/2019827901391335511) 2026-02-06T17:37Z 347.7K followers, 116.6K engagements "$GOOGL has overtaken $NVDA as the favorite to end the year as the worlds most valuable company. NEW IN: Google is now the favorite to end the year as the world's most valuable company. https://t.co/1VDNS9KjAC NEW IN: Google is now the favorite to end the year as the world's most valuable company. https://t.co/1VDNS9KjAC" [X Link](https://x.com/StockSavvyShay/status/2020530040551952780) 2026-02-08T16:07Z 347.7K followers, 158.7K engagements "A leaked ad suggests this is what OpenAIs first Jony Ive designed device may look like. It is their first real step from pure software into owning the hardware layer" [X Link](https://x.com/StockSavvyShay/status/2020709925257986519) 2026-02-09T04:02Z 347.7K followers, 41.2K engagements "$BMNR now holds about 3.6% of all Ethereum. They added 40K $ETH last week binging their total to 4.33M" [X Link](https://x.com/StockSavvyShay/status/2020857194942460372) 2026-02-09T13:47Z 347.7K followers, 37.2K engagements "UBS sees $AMZN AWS growing 38% in [----] If AWS accelerates from 24% to 38% while spending $200B would show the capex is converting into revenue and finally kills the "overbuilding" narrative completely" [X Link](https://x.com/StockSavvyShay/status/2020872792128868561) 2026-02-09T14:49Z 347.7K followers, 95.1K engagements "$DDOG Q4 EARNINGS Revenue $953M vs Est. $917M EPS $0.59 vs Est. $0.55 $1M+ ARR Customers: [---] (+30% YoY) $100K+ ARR Customers: [----] (+19% YoY) FY26 Guidance Revenue $4.08B vs. Est. $4.11B EPS $2.12 vs Est. $2.41" [X Link](https://x.com/StockSavvyShay/status/2021196627961372786) 2026-02-10T12:16Z 347.7K followers, 26.2K engagements "$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer" [X Link](https://x.com/StockSavvyShay/status/2021233783429632328) 2026-02-10T14:44Z 347.7K followers, 76.5K engagements "$HOOD ability to spin up a brand-new $300M run-rate business in its first year (prediction markets) shows how powerful Robinhoods ability to monetize attention has become. $HOOD is building what Schwab built over [--] years (a full-stack financial platform) but doing it in [--] years with AI-native architecture and a demographic that will inherit $80T over the next two decades. Gold subscribers growing 58% YoY is the tell. https://t.co/DeCbc6wuh5 $HOOD is building what Schwab built over [--] years (a full-stack financial platform) but doing it in [--] years with AI-native architecture and a demographic" [X Link](https://x.com/StockSavvyShay/status/2021589436639617279) 2026-02-11T14:17Z 347.7K followers, 106.2K engagements "The House passed a resolution to block President Trumps Canada tariffs" [X Link](https://x.com/StockSavvyShay/status/2021732304566333793) 2026-02-11T23:45Z 347.7K followers, 32.2K engagements "Where do you think SaaS investors are on this cycle right now My bet is between Anger and Depression. This is what getting labeled a legacy layer in the AI stack looks like in the market. Drawdown from highs: $MNDY 84% $TEAM 82% $FIG 82% $HUBS 75% $ESTC 68% $ADBE 63% $GTLB 62% $U 61% $ZETA 60% $WDAY 53% $CRM 51% This is what getting labeled a legacy layer in the AI stack looks like in the market. Drawdown from highs: $MNDY 84% $TEAM 82% $FIG 82% $HUBS 75% $ESTC 68% $ADBE 63% $GTLB 62% $U 61% $ZETA 60% $WDAY 53% $CRM 51%" [X Link](https://x.com/StockSavvyShay/status/2022044838766711077) 2026-02-12T20:27Z 347.7K followers, 80.5K engagements "THIS IS HUGE NEWS FOR $TSLA SHAREHOLDERS THERE ARE RUMORS THAT TESLA IS LICENSING THEIR FSD TO BUICK -- IF THIS IS TRUE THIS WILL BE THE FIRST OF MANY OEMS 👀" [X Link](https://x.com/anyuser/status/1810329395347046671) 2024-07-08T15:05Z 347.6K followers, 965K engagements "$PLTR & $AMZN HAVE PARTNERED TO DELIVER AI TO THE U.S. GOVERNMENT & MILITARY THROUGH AWS 🤩" [X Link](https://x.com/StockSavvyShay/status/1854495710093447399) 2024-11-07T12:06Z 347.6K followers, 221.7K engagements "HOLY MOLY $PLTR JUST SECURED A [--] YEAR 920M WITH THE NAVY 🤩" [X Link](https://x.com/StockSavvyShay/status/1854531965309137287) 2024-11-07T14:30Z 347.6K followers, 198.3K engagements "$SMCI troubles are snowballing 👇 Super Micro has halted construction of a new factory in Malaysia prompting YTL Corp. to shift its $NVDA AI server orders to Taiwan's Wiwynn for a major AI data center -- marking the first significant order transfer 👀" [X Link](https://x.com/StockSavvyShay/status/1855976662804152634) 2024-11-11T14:11Z 347.6K followers, 38.4K engagements "$NVDA partners with $PCG's Diablo Canyon Nuclear Plant to bring AI systems onsite -- marking its entry into nuclear energy 👀" [X Link](https://x.com/StockSavvyShay/status/1856756349935521838) 2024-11-13T17:49Z 347.7K followers, 155.4K engagements "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 347K followers, 148.3K engagements "The first stage of the AI revolution was dominated by hardware server and compute companies -- those that laid the critical infrastructure essential for AIs rapid ascent $NVDA $TSM $ASML $AVGO $MSFT $AMZN $GOOGL etc. . The Q3 earnings cycle confirmed that the AI revolution is now entering its second stage where the focus shifts from infrastructure to applications -- the application layer is where intelligence moves from concept to execution. What makes the application layer so explosive is its ability to scale rapidly with minimal marginal costs. Unlike hardware which requires physical" [X Link](https://x.com/anyuser/status/1860695691166965945) 2024-11-24T14:43Z 347.7K followers, 183.6K 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. $IONQ -- Positioning itself as a leader in quantum computing by offering scalable trapped-ion quantum systems for high-value use cases such as drug discovery logistics optimization & financial modeling -- addressing a projected" [X Link](https://x.com/StockSavvyShay/status/1874478069123318036) 2025-01-01T15:29Z 346.7K followers, 157.8K engagements "$NVDA CEO Jensen Huang said Humanity will generate more data in the next few years than in all of history combined. So freaking bullish for $PLTR $SNOW $NET $CRWD & $ALAB 🤩" [X Link](https://x.com/StockSavvyShay/status/1876466747085295696) 2025-01-07T03:11Z 347.6K followers, 391K engagements "$NVDA ANNOUNCES $MU AS THE MEMORY PROVIDER FOR THE NEW GPUS THE STOCK IS UP 7% IN OVERNIGHT TRADING 👀" [X Link](https://x.com/StockSavvyShay/status/1876470210741625213) 2025-01-07T03:25Z 347.6K followers, 368K engagements "$JPM Jamie Dimon just called $TSLA Elon Musk the Einstein of our generation -- couldnt agree more 👀" [X Link](https://x.com/anyuser/status/1882041581248872653) 2025-01-22T12:24Z 347.6K followers, 304.4K 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 "HOLY MOLY $TSLA ENERGY IS ON FIRE ENERGY STORAGE DEPLOYMENTS HIT A RECORD [--] GWH -- UP 244% YOY 🤩" [X Link](https://x.com/StockSavvyShay/status/1884713190476701930) 2025-01-29T21:20Z 347.6K followers, 165.1K engagements "Here are the Fibonacci levels to watch for popular growth tech stocks 🧐 [--]. $NVDA -- $99 [--]. $TSLA -- $272 [--]. $PLTR -- $80 [--]. $TSM -- $162 [--]. $SNOW -- $157 [--]. $AMZN -- $186 [--]. $CRWD -- $344 [--]. $RKLB -- $22 [--]. $GOOGL -- $160 [--]. $SOFI -- $11 [--]. $COIN -- $211 [--]. $HOOD -- $39 [--]. $OKLO -- $26 [--]. $TEM -- $45 [--]. $IONQ -- $25" [X Link](https://x.com/StockSavvyShay/status/1888221310901477633) 2025-02-08T13:40Z 347.6K followers, 575K engagements "Pulling Back the Curtain on My Growth Portfolio Investing isnt a pursuit of fleeting trends or the ephemeral allure of hype cycles -- its about recognizing companies not merely adapting to the tides of change but actively forging new landscapes. Every position I take is an extension of that ethos a testament to the belief that true growth is not found in the echoes of the present but in the resonance of the future. The goal is not to chase momentum but to identify the structural architects of disruption -- those firms poised to redefine industries over the coming decade and beyond. $PLTR" [X Link](https://x.com/StockSavvyShay/status/1890388759277105634) 2025-02-14T13:12Z 347.7K followers, 391.7K engagements "TOM LEE SAYS THE MARKET HAS BOTTOMED & EXPECTS A REBOUND INTO SUMMER 👀" [X Link](https://x.com/StockSavvyShay/status/1895798019553108316) 2025-03-01T11:27Z 347.6K followers, 492.2K engagements "TOM LEE JUST SAID YESTERDAYS SELL OFF WAS AN OVERREACTION 👀" [X Link](https://x.com/StockSavvyShay/status/1899503109107601474) 2025-03-11T16:50Z 347.7K followers, 284.4K engagements "$NVDA JUST SAID: "EVERY DATA CENTER IN THE FUTURE WILL BE POWER-LIMITED" So freakin bullish for nuclear stocks: $SMR $VTS $OKLO $NNE $TLN $GEV $CEG $CCJ" [X Link](https://x.com/StockSavvyShay/status/1902065428991717845) 2025-03-18T18:31Z 347.6K followers, 857.7K engagements "$TSLA WINS APPROVAL TO LAUNCH ROBOTAXI RIDES IN CALIFORNIA 👀" [X Link](https://x.com/StockSavvyShay/status/1902109432936599918) 2025-03-18T21:26Z 347.7K followers, 209.2K engagements "CATHIE WOOD PREDICTS $TSLA WILL 10X BY THE END OF THE DECADE -- SURPASSING AN $8T VALUATION 😳" [X Link](https://x.com/anyuser/status/1904449987045703962) 2025-03-25T08:27Z 347.6K followers, 604.7K engagements "HOLY MOLY $TSLA TO SHOWCASE OPTIMUS HUMANOID ROBOT ON CAPITOL HILL THIS WEEK 🤯" [X Link](https://x.com/StockSavvyShay/status/1904582682065199482) 2025-03-25T17:14Z 347.6K followers, 282.1K engagements "$HOOD JUST LAUNCHED A NEW FEATURE THAT LETS YOU GET CASH DELIVERED STRAIGHT TO YOUR DOOR -- NO ATM NEEDED 🤯" [X Link](https://x.com/StockSavvyShay/status/1905080153145053655) 2025-03-27T02:11Z 347.7K followers, 1.6M engagements "MY OPEN LETTER TO PRESIDENT TRUMP The frustrating part is that I was on board for a reset. Truly. Ive said it publicly. Ive written about it in this very feed. I understood the need for a detox. For decades the U.S. economy played the part of the rich guy at the table -- picking up the check for a global order that no longer worked in our favor. We hollowed out our industrial base. We enabled unfair trade imbalances under the illusion of diplomacy. We subsidized demand for cheap imports while outsourcing the hard questions about how our domestic workforce would adapt. Eventually that had to" [X Link](https://x.com/StockSavvyShay/status/1908506134270665110) 2025-04-05T13:04Z 347.7K followers, 3M engagements "THE FUTURE IS ON SALE RIGHT NOW IN OVERNIGHT TRADING $NVDA -- $85 $PLTR -- $65 $HOOD -- $29 $AVGO -- $133 $CRWD -- $297 $SNOW -- $120 $TSM -- $136 $AMD -- $77 $COIN -- $141 $GOOGL -- $138 $TSLA -- $215 $META -- $468 $ARM -- $79" [X Link](https://x.com/StockSavvyShay/status/1909040821770633470) 2025-04-07T00:29Z 347.7K followers, 780.1K engagements "HOLY MOLY THE FED IS HOLDING A CLOSED BOARD MEETING TODAY AT 11:30 AM EST 😳" [X Link](https://x.com/anyuser/status/1909213295275585573) 2025-04-07T11:54Z 347.6K followers, 664.9K engagements "THIS IS HUGE NEWS US GRANTS TARIFF EXCLUSIONS FOR COMPUTERS SMARTPHONES & CHIPMAKING EQUIPMENT -- MAJOR SHIFT IN TRADE POLICY 😳" [X Link](https://x.com/StockSavvyShay/status/1911044072963522875) 2025-04-12T13:09Z 347.7K followers, 367.9K engagements "MUSK JUST SAID HES CONFIDENT $TSLA CAN SHIP 1M OPTIMUS UNITS BY [----] -- MAYBE EVEN [----] 😳" [X Link](https://x.com/StockSavvyShay/status/1914800853690802349) 2025-04-22T21:57Z 347.6K followers, 355.4K engagements "$TSLA is no longer optimizing for volume ASPs delivery targets or even margin discipline. Its not playing the car game. Its positioning. Its not even a stock. Its a leveraged call option on whether Tesla becomes the operating system for real-world AI. If it works -- its a 10x" [X Link](https://x.com/anyuser/status/1914999677013069933) 2025-04-23T11:07Z 347.6K followers, 579.3K engagements "$JPM JAMIE DIMON SAYS THE BEST-CASE SCENARIO FOR THE U.S. ECONOMY IS NOW A RECESSION 👀" [X Link](https://x.com/StockSavvyShay/status/1916922664075116689) 2025-04-28T18:29Z 347.2K followers, 499.3K engagements "$NVDA CEO SPEAKS AT WHITE HOUSE ON $500B U.S. AI INVESTMENT 👀" [X Link](https://x.com/StockSavvyShay/status/1917696329876176914) 2025-04-30T21:43Z 347.6K followers, 676.7K engagements "MORE PROOF $AMZN IS QUIETLY LEADING THE LOGISTICS ROBOTICS SPACE 🤩" [X Link](https://x.com/StockSavvyShay/status/1920101575848079738) 2025-05-07T13:01Z 347.6K followers, 496.3K engagements "CATHIE WOOD JUST SAID $TSLA WILL 10X TO $2600 BY [----] 😳" [X Link](https://x.com/StockSavvyShay/status/1920841846890136028) 2025-05-09T14:02Z 347.6K followers, 801.2K engagements "HOLY MOLY POLYMARKET ODDS SKYROCKETED OVERNIGHT TO 52% FOR A U.S.-CHINA TRADE DEAL THIS MONTH 😳" [X Link](https://x.com/StockSavvyShay/status/1921204758007685130) 2025-05-10T14:04Z 347.6K followers, 359.3K engagements "OH MY GOD -- IT FINALLY HAPPENED THE U.S. JUST ANNOUNCED A CHINA TRADE DEAL IN GENEVA 🤩" [X Link](https://x.com/StockSavvyShay/status/1921621697792241901) 2025-05-11T17:41Z 347.7K followers, 377.4K engagements "HOLY MOLY IT ACTUALLY HAPPENED CHINA CONFIRMS A DEALS BEEN REACHED WITH THE U.S. -- FUTURES ABOUT TO GAP UP 🤩" [X Link](https://x.com/StockSavvyShay/status/1921636797269823751) 2025-05-11T18:41Z 347.7K followers, 610.1K engagements "U.S. & CHINA AGREE TO CUT TARIFFS FOR [--] DAYS -- U.S. DROPS TO 30% (FROM 145%) CHINA TO 10% (FROM 125%) -- JOINT STATEMENT ISSUED FROM GENEV" [X Link](https://x.com/StockSavvyShay/status/1921831643163038148) 2025-05-12T07:35Z 346.6K followers, 135.6K engagements "$NVDA CEO JENSEN HUANG ANNOUNCES CHIP DEAL WITH SAUDI-BACKED HUMAIN TO POWER 500MW AI DATA CENTER SCALING TO 1.9GW BY [----] 👀" [X Link](https://x.com/StockSavvyShay/status/1922292308868816992) 2025-05-13T14:06Z 347.6K followers, 243.2K engagements "$GOOGL JUST ANNOUNCED REAL-TIME VOICE TRANSLATION IN GOOGLE MEET 😳" [X Link](https://x.com/StockSavvyShay/status/1924876467122667745) 2025-05-20T17:14Z 347.7K followers, 413.1K engagements "THERES A NEW HORSE IN THE AR RACE $GOOGL UNVEILS AURA GLASSES TO CHALLENGE $META & $AAPL -- LAUNCHING BY EARLY [----] UNDER $1000 👀" [X Link](https://x.com/anyuser/status/1924885970085896694) 2025-05-20T17:52Z 347.6K followers, 397.9K engagements "THIS WOULD BE NUTS $TSLA CEO ELON MUSK SAYS HES IN TALKS WITH MAJOR AUTOMAKERS TO LICENSE FSD 😳" [X Link](https://x.com/StockSavvyShay/status/1924892011913687549) 2025-05-20T18:16Z 347.7K followers, 190.3K engagements "$GOOGL WAYMO CO-CEO TAKES AIM AT $TSLA: WERE NOT CUTTING SAFETY TO CHASE PURITY -- RADAR & LIDAR SEE WHAT HUMANS CANT 👀" [X Link](https://x.com/StockSavvyShay/status/1925680440976773146) 2025-05-22T22:29Z 346.6K followers, 183.8K engagements "CATHIE WOODS ARK INVEST BUYS $4.7M OF $NVDA AHEAD OF EARNINGS 👀" [X Link](https://x.com/StockSavvyShay/status/1927525402341261433) 2025-05-28T00:40Z 347.6K followers, 548.5K engagements "$NVDA CEO: "EVERY FUTURE DATA CENTER WILL BE POWER-LIMITED" $CCJ uranium supply $CEG carbon-free baseload $VRT power + cooling systems $OKLO micro-nuclear for edge compute $NNE renewable grid expansion $NVTS chip-level power efficiency https://x.com/StockMKTNewz/status/1902064180682981713/video/1 https://x.com/StockMKTNewz/status/1902064180682981713/video/1" [X Link](https://x.com/StockSavvyShay/status/1929188123633975531) 2025-06-01T14:47Z 347.6K followers, 393.9K engagements "$AMZN NOW DEPLOYS 750K+ ROBOTS ACROSS 75% OF ORDERS AI-powered fulfillment centers delivery bots & drones could push retail margins toward 11% long-term 👀" [X Link](https://x.com/StockSavvyShay/status/1929466842638393556) 2025-06-02T09:15Z 347.6K followers, 481.7K engagements "ANDURIL CEO JUST SAID WE ARE DEFINITELY GOING PUBLIC Ill be ready to load up when it lists to make this a core position in my growth portfolio 🤩" [X Link](https://x.com/StockSavvyShay/status/1932568514759700694) 2025-06-10T22:40Z 347.7K followers, 612.4K engagements "$GOOGL IS NOW THE MOST PROFITABLE COMPANY IN THE WORLD WITH $111B IN ANNUAL NET INCOME" [X Link](https://x.com/StockSavvyShay/status/1936382441926939123) 2025-06-21T11:15Z 347.6K followers, 494.7K engagements "IM BETTING BIG ON THE SPACE ECONOMY 24% of my small-cap portfolio is in $RKLB & $ASTS 😎" [X Link](https://x.com/StockSavvyShay/status/1937282322258362644) 2025-06-23T22:51Z 347.6K followers, 149.9K engagements "$TSLA ENERGY IS ON AN ABSOLUTE TEAR Its been growing at a 65% CAGR over the past decade -- quietly scaling from $181M to over $11B" [X Link](https://x.com/StockSavvyShay/status/1939340037063389546) 2025-06-29T15:07Z 347.6K followers, 208.3K engagements "$AMZN JUST DEPLOYED ITS ONE MILLIONTH ROBOT ACROSS OPERATIONS" [X Link](https://x.com/StockSavvyShay/status/1939871523394720231) 2025-07-01T02:19Z 347.6K followers, 366K engagements "10 BIGGEST WINNERS FROM THE BIG BEAUTIFUL BILL ACT [--]. $NVDA NVIDIA [--]. $TSM Taiwan Semiconductor [--]. $PLTR Palantir [--]. $AVGO Broadcom [--]. $RKLB Rocket Lab [--]. $ASTS AST SpaceMobile [--]. $EOSE Eos Energy [--]. $MU Micron [--]. $VRT Vertiv [--]. $OKLO Oklo" [X Link](https://x.com/StockSavvyShay/status/1941490298145865768) 2025-07-05T13:32Z 347.6K followers, 487.6K engagements "$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 "WHAT A LEGENDARY DIP APRIL TURNED OUT TO BE $HOOD + 189% $ONDS + 181% $OKLO + 174% $ENVX + 159% $COIN + 157% $RKLB + 139% $NBIS + 132% $IONQ + 122% $SOFI + 121% $ASTS + 117% $HIMS + 98% $AVGO + 88% $AMD + 84% $PLTR + 83% $NVDA +70%" [X Link](https://x.com/anyuser/status/1943435714450116718) 2025-07-10T22:22Z 347.6K followers, 360.5K engagements "12 MONOPOLIES SHAPING THE FUTURE [--]. $NVDA powers AI [--]. $META rules social [--]. $GOOGL owns search [--]. $PLTR became AIs OS [--]. $NFLX defined streaming [--]. $AXON runs public safety [--]. $TSLA drives real-world AI [--]. $ASML controls chipmaking [--]. $TSM owns chip production [--]. $AMZN built global logistics [--]. $SHOP powers SMB e-comm [--]. $HOOD unlocked retail investing" [X Link](https://x.com/StockSavvyShay/status/1944011137223209028) 2025-07-12T12:29Z 347.6K followers, 373.9K engagements "WATCH THESE KEY FIB LEVELS FOR PULLBACK ENTRIES IF YOU MISSED THE GROWTH RALLY AI Hardware $NVDA -- $120 $ARM -- $119 $TSM -- $177 $AVGO -- $190 $AMD -- $114 Space Economy $RKLB -- $35 $ASTS -- $40 $RDW -- $13 $LUNR -- $11 $PL -- $4 AI Infrastructure $MSFT -- $410 $AMZN -- $186 $GOOGL -- $166 $CRWV -- $92 $NBIS -- $30 Nuclear Energy $OKLO -- $48 $CCJ -- $52 $BWXT -- $122 $CEG -- $277 $VRT -- $93 Cybersecurity $CRWD -- $322 $PANW -- $167 $ZS -- $216 $NET -- $118 $RBRK -- $57 AI Applications $SNOW -- $152 $PLTR -- $104 $MDB -- $228 $DDOG -- $115 $NOW -- $877 Robotics $TSLA -- $299 $ISRG -- $498" [X Link](https://x.com/StockSavvyShay/status/1946900287400411597) 2025-07-20T11:49Z 347.7K followers, 382.1K engagements "I see a lot of messages asking if I own $OSCR. I dont. Im a thematic investor. I focus on sectors where I have deep conviction -- where the outcomes feel exponential not incremental. That usually means AI infra space quantum data platforms automation layers. Insurance has never really fit that profile for me. Its complex low-margin and full of incumbents that win by being opaque not efficient. But heres the thing -- I still track Oscar. Closely. Because every now and then a company shows up in a broken system and actually tries to fix it. With software that nudges human behavior in the right" [X Link](https://x.com/StockSavvyShay/status/1946965677954232690) 2025-07-20T16:09Z 347.6K followers, 41.3K engagements "$OPEN IS UP 650% THIS MONTH -- WHATS GOING ON" [X Link](https://x.com/StockSavvyShay/status/1947322181286773030) 2025-07-21T15:46Z 346.8K followers, 266.6K engagements "MY TOP [--] SMALL-CAP POSITIONS [--]. $RKLB -- Future of Space Logistics [--]. $ASTS -- Bridging Global Connectivity from Space [--]. $VKTX -- One Readout Away from a Rerating in $100B Obesity Race [--]. $BEAM -- Editing the Future of Genetic Medicine [--]. $IONQ -- Push for a Quantum Network" [X Link](https://x.com/StockSavvyShay/status/1949087761551819074) 2025-07-26T12:41Z 347.7K followers, 350.1K engagements "10 BIGGEST WINNERS FROM U.S.EU DEAL [--]. $NVDA NVIDIA [--]. $PLTR Palantir [--]. $TSLA Tesla [--]. $AVGO Broadcom [--]. $EOSE Eos Energy [--]. $AMD Advanced Micro Devices [--]. $MU Micron [--]. $OKLO Oklo [--]. $NBIS Nebius [--]. $ASML ASML https://twitter.com/i/web/status/1949531940195020822 https://twitter.com/i/web/status/1949531940195020822" [X Link](https://x.com/StockSavvyShay/status/1949531940195020822) 2025-07-27T18:06Z 347.6K followers, 608K engagements "$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 "WATCH THESE KEY FIB LEVELS IF THE PULLBACK CONTINUES AI Hardware $NVDA -- $124 $ARM -- $119 $TSM -- $177 $AVGO -- $197 $AMD -- $117 Space Economy $RKLB -- $23 $ASTS -- $34 $RDW -- $13 $LUNR -- $11 $PL -- $4 AI Infrastructure $MSFT -- $425 $AMZN -- $186 $GOOGL -- $166 $CRWV -- $92 $NBIS -- $31 Nuclear Energy $OKLO -- $34 $CCJ -- $52 $BWXT -- $111 $CEG -- $232 $VRT -- $93 Cybersecurity $CRWD -- $322 $PANW -- $168 $ZS -- $217 $NET -- $124 $RBRK -- $57 AI Applications $SNOW -- $155 $PLTR -- $75 $MDB -- $228 $DDOG -- $115 $NOW -- $877 Robotics $TSLA -- $299 $ISRG -- $498 $SYM -- $31 $QCOM -- $144" [X Link](https://x.com/StockSavvyShay/status/1951631133579317649) 2025-08-02T13:08Z 347.7K followers, 414.5K engagements "$GOOGL IS NOW THE MOST PROFITABLE COMPANY IN THE WORLD WITH $116B IN ANNUAL NET INCOME" [X Link](https://x.com/StockSavvyShay/status/1951989481831092629) 2025-08-03T12:52Z 347.7K followers, 374.5K engagements "10 COMPANIES WITH THE STRONGEST Q2 EARNINGS SO FAR $PLTR Palantir $MSFT Microsoft $ALAB Astera Labs $META Meta $NBIS Nebius $HOOD Robinhood $DUOL Duolingo $SOFI SoFi $AXON Axon $TMDX TransMedics https://twitter.com/i/web/status/1953799847997583546 https://twitter.com/i/web/status/1953799847997583546" [X Link](https://x.com/StockSavvyShay/status/1953799847997583546) 2025-08-08T12:45Z 347.6K followers, 528.4K engagements "NAMES TO WATCH AS AI DATA CENTERS HIT AN ENERGY BOTTLENECK $TSLA -- Megapack lithium-ion batteries for utility-scale data center storage $EOSE -- Zinc-based long-duration storage for grid stability $CCJ -- Uranium supply for nuclear generation $VRT -- Power distribution thermal management & racks for hyperscale data centers $OKLO -- Microreactors providing on-site nuclear generation for data-intensive facilities $CEG -- Largest U.S. nuclear fleet delivering carbon-free baseload $NNE -- Developer of utility-scale wind & solar projects powering AI data loads $VST -- Independent power producer" [X Link](https://x.com/StockSavvyShay/status/1956702979349983409) 2025-08-16T13:01Z 347.6K followers, 542.4K 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 347.6K followers, 82.8K engagements "Citron doubles down on their $PLTR short -- saying OpenAI at $500B puts Palantir at $40 😳" [X Link](https://x.com/StockSavvyShay/status/1957441861976776928) 2025-08-18T13:58Z 347.6K followers, 637.9K engagements "🟡 DAILY RIP LIVE - KATIE PERRY SHAY BOLOOR + CHRIS CAMILLO PRESENTED BY SURF AIR MOBILITY $SRFM https://x.com/i/broadcasts/1yNGabreLLWJj https://x.com/i/broadcasts/1yNGabreLLWJj" [X Link](https://x.com/StockSavvyShay/status/1957789693103469016) 2025-08-19T13:00Z 347.5K followers, 18.9K engagements "Im off to get married See you all next week with a ring on my finger 😏" [X Link](https://x.com/StockSavvyShay/status/1963705447455895659) 2025-09-04T20:47Z 347.7K followers, 322.9K engagements "Biggest long-term position locked 👰🏼🤵🏻" [X Link](https://x.com/StockSavvyShay/status/1964801852815671570) 2025-09-07T21:24Z 347.7K followers, 1.6M engagements "$HOOD IS ABOUT TO LET RETAIL SHORT STOCKS DIRECTLY 😳" [X Link](https://x.com/StockSavvyShay/status/1965587503882383707) 2025-09-10T01:25Z 347.7K followers, 299.9K engagements "$JMIA IS PUSHING TO OVERTAKE AS MY TOP SMALL-CAP HOLDING [--]. $RKLB Rocket Lab [--]. $JMIA Jumia [--]. $IONQ IonQ [--]. $BEAM Beam Therapeutics [--]. $TMDX TransMedics https://twitter.com/i/web/status/1968070128215658678 https://twitter.com/i/web/status/1968070128215658678" [X Link](https://x.com/StockSavvyShay/status/1968070128215658678) 2025-09-16T21:50Z 347.7K followers, 88K engagements "$PLTR TO SIGN $920M UK DEAL DURING TRUMPS VISIT" [X Link](https://x.com/StockSavvyShay/status/1968383982783139900) 2025-09-17T18:38Z 347.6K followers, 145.4K engagements "HERE ARE THE TOP [--] GROWTH PERFORMERS OF [----] [--]. $OKLO +536% [--]. $OPEN +498% [--]. $MP +369% [--]. $PGY +355% [--]. $IREN +293% [--]. $NBIS +259% [--]. $HOOD +235% [--]. $QBTS +220% [--]. $JMIA +204% [--]. $OUST +184% [--]. $PL +174% [--]. $ONDS +163% [--]. $TEM +161% [--]. $QS +158% [--]. $PLTR +141%" [X Link](https://x.com/StockSavvyShay/status/1969387095274729835) 2025-09-20T13:04Z 347.6K followers, 423.5K engagements "WATCH THESE LEVELS FOR PULLBACK ENTRIES IF YOU MISSED THE GROWTH RALLY $NVDA $AMZN $GOOGL $MSFT $META $TSLA $PLTR $AVGO $TSM $AMD $OSCR $OKLO $RKLB $ASTS $IONQ $HIMS $HOOD $SOFI $EOSE $TEM" [X Link](https://x.com/StockSavvyShay/status/1969762530517274760) 2025-09-21T13:55Z 347.7K followers, 581.8K engagements "$SNAP UP MORE THAN 15% IN OVERNIGHT TRADING 😳" [X Link](https://x.com/StockSavvyShay/status/1969919554127315245) 2025-09-22T00:19Z 347.7K followers, 214.2K 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 "Stocks almost always retest the 200-day MA. After big runs in $HOOD $PLTR $OKLO $ASTS $RKLB $IONQ $IREN & $NBIS pullbacks to support are natural. FOMO tempts you to chase but markets come back. Patience is what Buffett built his career on" [X Link](https://x.com/StockSavvyShay/status/1972289549276770580) 2025-09-28T13:17Z 347.7K followers, 469.6K engagements "$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 "COMPANIES SUPPLYING THE CORE HARDWARE & AI SYSTEMS USED DIRECTLY IN HUMANOID ROBOTS $TSLA is building the robots & training the brains $NVDA & $AMD run the compute that drives them $LAZR $INVZ $LIDR & $INTC give them the eyes & depth perception to navigate the world" [X Link](https://x.com/StockSavvyShay/status/1974090876659118262) 2025-10-03T12:35Z 347.5K followers, 287.5K engagements "$PLTR SHARES FALL AFTER ARMY MEMO FLAGS VERY HIGH RISK SECURITY FLAWS Reuters reported the NGC2 battlefield comms prototype was flagged for vulnerabilities that could let adversaries gain persistent undetectable access" [X Link](https://x.com/StockSavvyShay/status/1974118479545684367) 2025-10-03T14:24Z 347.6K followers, 268K engagements "10 MONOPOLIES SHAPING THE FUTURE [--]. $GOOGL owns search [--]. $TSM is the AI factory [--]. $TSLA leads real-world AI [--]. $ASML is the AI kingmaker [--]. $NVDA powers AI compute [--]. $AMZN built global logistics [--]. $AXON runs public safety tech [--]. $PLTR is AIs operating system [--]. $META dominates social media [--]. $MSFT runs enterprise software" [X Link](https://x.com/StockSavvyShay/status/1974440518726881704) 2025-10-04T11:44Z 347.6K followers, 274.8K engagements "8 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS [--]. $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 [--]. $TSLA $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing. [--]. $GOOGL $AMZN & $MSFT supply the AI data layer that connects every machine while $ROK & $ZBRA provide the controls scanners & mobile robots that keep" [X Link](https://x.com/StockSavvyShay/status/1974453264516362439) 2025-10-04T12:35Z 347.7K followers, 735.3K engagements "$AMZN AT ITS LOWEST VALUATION IN OVER A DECADE" [X Link](https://x.com/StockSavvyShay/status/1974809579994366028) 2025-10-05T12:11Z 347.6K followers, 572.4K 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 & $SDGR power genAI drug discovery running in-silico experiments thousands" [X Link](https://x.com/StockSavvyShay/status/1974819792956878873) 2025-10-05T12:51Z 346.3K followers, 213.4K engagements "$TSLA TEASING A BIG REVEAL TUESDAY Some people think it could involve drones or a new propeller system which would slide right into Teslas vision for real-world AI platforms" [X Link](https://x.com/StockSavvyShay/status/1974921953409634626) 2025-10-05T19:37Z 347.7K followers, 177.6K engagements "Breaking down the AI deals between $NVDA $AMD & OpenAI" [X Link](https://x.com/StockSavvyShay/status/1975247934502674829) 2025-10-06T17:13Z 347.6K followers, 1.6M engagements "$NVDA to invest up to $2B equity in Elon Musks xAI" [X Link](https://x.com/StockSavvyShay/status/1975708030605091316) 2025-10-07T23:41Z 347.6K followers, 431.9K engagements "$NVDA CEO Jensen Huang warned that the next leg of AI compute wont happen without a step-change in power generation saying the real bottleneck is no longer chips but the grid itself. Music to the ears of: $VST $NEE & $CEG running the large-scale utilities supplying that power $OKLO & $EOSE building the next generation of nuclear micro-reactors & long-duration storage to stabilize it $VRT providing the cooling & electrical infra that makes hyperscale sites viable $IREN & $CIFR proving that in the new GPU land-grab its about controlling the power & uptime that let hyperscalers pay by the hour" [X Link](https://x.com/StockSavvyShay/status/1975905228055806125) 2025-10-08T12:44Z 347.7K followers, 453.4K engagements "$TSLA is now worth about $1.5T & is worth more than most of the global auto industry combined. The market sees the cars as the cash engine for what it really wants to own: the autonomy self-driving fleets energy storage & robotics that sit on top" [X Link](https://x.com/anyuser/status/1975914437275242614) 2025-10-08T13:21Z 347.6K followers, 212.1K engagements "Real investors know exactly what I mean when I say days like this actually make me smile 🙃" [X Link](https://x.com/StockSavvyShay/status/1976741806558921131) 2025-10-10T20:09Z 347.7K followers, 353.7K engagements "DATA CENTERS WILL EAT 12% OF U.S. POWER BY [----] [--] names to watch: $NEE grid buildout $CCJ uranium supply $VST grid generation $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage" [X Link](https://x.com/StockSavvyShay/status/1976975153092542947) 2025-10-11T11:36Z 347.7K followers, 368.9K engagements "WATCH THESE KEY FIB LEVELS ON THIS PULLBACK AI Utility $IREN -- $42 $CIFR -- $12 $GLXY -- $33 $WULF -- $9 $CRWV -- $128 AI Hardware $NVDA -- $154 $TSM -- $241 $ASML -- $875 $ARM -- $144 $AMD -- $178 AI Connectivity $AVGO -- $284 $ALAB -- $180 $CRDO -- $120 $MRVL -- $78 $ANET -- $122 Space Economy $RKLB -- $46 $ASTS -- $63 $RDW -- $7 $LUNR -- $10 $PL -- $11 Nuclear Energy $OKLO -- $94 $CCJ -- $69 $BWXT -- $156 $CEG -- $301 $VRT -- $126 AI Infrastructure $MSFT -- $475 $AMZN -- $211 $GOOGL -- $212 $DOCN -- $34 $NBIS -- $89 Cybersecurity $CRWD -- $433 $PANW -- $190 $ZS -- $260 $NET -- $175 $RBRK" [X Link](https://x.com/StockSavvyShay/status/1976990337660015089) 2025-10-11T12:36Z 347.7K followers, 608.6K engagements "Blackstone says the next big thing is chips data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST $CEG $OKLO $CCJ $LEU & $EOSE Demand is $NBIS $IREN $CIFR $WULF & $CRWV" [X Link](https://x.com/StockSavvyShay/status/1977332594565157061) 2025-10-12T11:16Z 347.7K followers, 844.6K engagements "Turned my wifes Roth from 20K to 100K in under two years. Time does what timing cant" [X Link](https://x.com/StockSavvyShay/status/1977755095224754438) 2025-10-13T15:15Z 347.6K followers, 666.6K engagements "UPDATED FIB LEVELS FOR POPULAR GROWTH STOCKS [--]. $NVDA -- $154 [--]. $AMD -- $178 [--]. $TSLA -- $383 [--]. $HIMS -- $39 [--]. $ASTS -- $70 [--]. $RKLB -- $50 [--]. $TEM -- $77 [--]. $IONQ -- $57 [--]. $JOBY -- $15 [--]. $PLTR -- $133 [--]. $IREN -- $48 [--]. $NBIS -- $93 [--]. $OSCR -- $16 [--]. $CIFR -- $14 [--]. $SOFI -- $22 [--]. $OPEN -- $7 [--]. $HOOD -- $104 [--]. $OKLO -- $125 [--]. $ACHR -- $10 [--]. $ONDS-- $5 https://twitter.com/i/web/status/1979472578508099984 https://twitter.com/i/web/status/1979472578508099984" [X Link](https://x.com/StockSavvyShay/status/1979472578508099984) 2025-10-18T09:00Z 347.7K followers, 365.8K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@StockSavvyShay Shay Boloor
NVIDIA ($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.
Engagements: [-------] #
- [--] Week [----------] -43%
- [--] Month [----------] +30%
- [--] Months [-----------] +37%
- [--] Year [-----------] +210%
Mentions: [---] #
- [--] Week [---] -6.70%
- [--] Month [-----] +6.40%
- [--] Months [-----] +34%
- [--] Year [-----] +32%
Followers: [-------] #
- [--] Week [-------] +0.67%
- [--] Month [-------] +4.30%
- [--] Months [-------] +59%
- [--] Year [-------] +168%
CreatorRank: [------] #
Social Influence
Social category influence stocks #270 technology brands #1545 finance #1275 automotive brands #780 cryptocurrencies #242 countries 3.42% social networks 2.33% celebrities 2.33% currencies 1.09% exchanges #5879
Social topic influence ai #548, $nvda #13, $googl #86, $amzn #6, $tsla #3, $pltr #4, $amd #8, $hood #25, $rklb #4, $oklo #5
Top accounts mentioned or mentioned by @grok @polymarketmoney @narcissistx10 @k2__investment @systemdaddyai @vanquishtrader @wallstreet_dawg @sindhureddy @william_r2rclub @tonitrades_ @danielnewmanuv @shiqin @vulcanmk5 @hbblink @jrupena @russfrompublic @commonsenseplay @akinatorassets @wolfoftirol @stocksavytrack
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) 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) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Taiwan Semiconductor (TSM) Microsoft Corp. (MSFT) Ondas Holdings Inc. Common Stock (ONDS) Eos Energy Enterprises, Inc. (EOSE) Hims & Hers Health, Inc. (HIMS) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Now Coin (NOW) Cipher Mining Inc. Common Stock (CIFR) Snowflake Inc. (SNOW) BITMINE IMMERSION TECH (BMNR) Astera Labs, Inc. (ALAB) RAI Finance (SOFI) Cameco Corporation (CCJ) Apple, Inc. (AAPL) Cloudflare, Inc. (NET) Planet Labs PBC (PL) Constellation Energy Corp (CEG) Oscar Health, Inc. (OSCR) MongoDB, Inc. (MDB) IonQ, Inc. (IONQ) monday.com Ltd. (MNDY) Rubrik, Inc. (RBRK) Crowdstrike Holdings Inc (CRWD) Bitcoin (BTC) Arm Holdings plc (ARM) AppLovin Corporation (APP) Adobe, Inc. (ADBE) Energy Fuels Inc. (UUUU) Centrus Energy Corp. (LEU) CoreWeave, Inc (CRWV) Salesforce Inc (CRM) Atlassian Corporation PLC (TEAM) Intel Corporation (INTC) Vistra, Corp. (VST) Vertiv Holdings Co (VRT) AeroVironment, Inc. (AVAV) DigitalOcean Holdings, Inc. (DOCN) Marvell Technology Inc (MRVL) NuScale Power Corporation (SMR) ZetaChain (ZETA) Critical Metals Corp. Ordinary Shares (CRML) Tempus AI, Inc. (TEM) NANO Nuclear Energy Inc. (NNE) Applied Materials, Inc. (AMAT) Navitas Semiconductor Corporation Common Stock (NVTS) Sandisk Corporation (SNDK) Redwire Corporation (RDW) Credo Technology Group Holding Ltd (CRDO)
Top Social Posts
Top posts by engagements in the last [--] hours
"The U.S. Secretary of Energy explains why electricity gets cheaper when more power is built which is why fast-growing data center states often have cheaper power than NY CA & MA. Big data centers create the demand that makes new power projects worth building"
X Link 2026-02-08T14:04Z 347.7K followers, 88.4K engagements
"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 mining & processing asset in the U.S. $USAR building a domestic rare earth magnet supply chain to reduce reliance on China $IDR focuses on U.S.-based rare earth & strategic mineral development tied to national security needs Copper $FCX largest publicly traded copper supplier to global infrastructure $IE targets high-grade"
X Link 2026-01-13T16:08Z 347.7K followers, 574.3K engagements
"Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: Earnings reactions: $HOOD $NET $APP $NBIS $ALAB $AMAT $ANET $OSCR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL $AMZN $AAPL $META $MSFT $NVDA $TSLA Is $HIMS shaping up as a buy-the-fear setup Well also leave the last [---] minutes for live Q&A so bring your questions https://twitter.com/i/web/status/2022306904102547890 https://twitter.com/i/web/status/2022306904102547890"
X Link 2026-02-13T13:48Z 347.7K followers, 102.6K engagements
"FIRST DRIVERLESS $TSLA NOW HITTING THE ROADS IN AUSTIN 👀"
X Link 2025-06-10T17:00Z 347.7K followers, 547.6K engagements
"TOP [--] FAVORITE NAMES TRADING UNDER $10 [--]. $EOSE Eos Energy [--]. $NVTS Navitas [--]. $PRME Prime Medicine [--]. $ACHR Archer Aviation [--]. $ONDS Ondas [--]. $GRAB Grab [--]. $RXRX Recursion [--]. $ENVX Enovix [--]. $RR Richtech Robotics [--]. $INDI indie Semiconductor"
X Link 2025-09-20T12:27Z 347.7K followers, 334.9K engagements
"The next round of names rumored to get equity stakes or direct funding from the Trump administration. Current exposure sits in $INTC for chip manufacturing $MP for rare earth refining $LAC for lithium mining & $TMQ for mineral exploration. Next wave lining up: Battery metals $NMG $NVX $MTRN $ELBM Copper $SCCO $HBM $FCX $IE $ERO $TGB Lithium $ALB $SQM $SGML $RIO $IONR $ATLX Rare earths $USAR $IDR $CRML $TMRC $UAMY $NB $AREC $PPTA $TMC $UUUU $IPX Uranium $CCJ $LEU $UUUU $UEC $AEC $UROY $URG $DNN $ISOU $NXE $EU This is the playbook for Americas resource rebuild"
X Link 2025-10-12T11:57Z 347.7K followers, 732.3K engagements
"MY ACTIVE SMALL-CAP WATCHLIST [--]. $ONDS Ondas [--]. $UUUU Energy Fuels [--]. $OSCR Oscar Health [--]. $RR Richtech Robotics [--]. $LEU Centrus Energy [--]. $OUST Ouster [--]. $ENVX Enovix [--]. $JOBY Joby Aviation [--]. $LMND Lemonade [--]. $RCAT Red Cat"
X Link 2025-10-25T12:31Z 347.7K followers, 283.1K engagements
"$MU just announced the largest semiconductor manufacturing facility in U.S. history with a $100B advanced memory megafab in New York. Memory is only one layer so heres what AI onshoring looks like across the full stack: AI Chip Design $NVDA defines the default architecture for AI training & a growing share of inference $AMD provides the critical second GPU stack that prevents the AI economy from relying on one supplier $GOOGL designs TPUs to internalize AI workloads and defend margins $AMZN builds Trainium & Inferentia to control inference costs inside AWS $INTC designs CPUs &accelerators"
X Link 2026-01-11T15:36Z 347.7K followers, 261.3K engagements
"HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $CRML +154% [--]. $SKYT +82% [--]. $SNDK +74% [--]. $KTOS +72% [--]. $BE +72% [--]. $AVAV +62% [--]. $ASTS +59% [--]. $RDW +54% [--]. $IREN +53% [--]. $NVTS +53% [--]. $APLD +53% [--]. $EOSE +52% [--]. $PL +46% [--]. $AEHR +43% [--]. $RKLB +38%"
X Link 2026-01-17T15:14Z 347.7K followers, 198.1K engagements
"10 NAMES TO WATCH IN THE SPACE ECONOMY [--]. $RKLB becoming the second pillar of U.S. launch and space systems infrastructure with an $805M firm fixed-price Tranche [--] Tracking Layer award validating it as a trusted defense prime while Electron cadence rising ASPs & vertically integrated manufacturing drive durable margins & a funded path to Neutron. [--]. $ASTS building the D2D comms layer that turns space into a carrier-grade broadband network with BlueBird [--] proving the physics of tower-in-the-sky connectivity & SHIELD selection pulling AST into the Golden Dome stack as a long-duration recurring"
X Link 2026-01-18T16:02Z 347.7K followers, 424.1K engagements
"$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 layers and materials increasing deposition intensity $LRCX captures higher etch intensity as transistor density rises at advanced nodes $KLAC enables yield & defect control so AI volumes can scale without margin erosion https://twitter.com/i/web/status/2013963956973691104 https://twitter.com/i/web/status/2013963956973691104"
X Link 2026-01-21T13:16Z 347.7K followers, 224.1K engagements
"$LMND announced a 50% insurance rate cut for $TSLA drivers when FSD is active citing data that shows materially fewer accidents. Thats one of the clearest third-party validations of FSD risk reduction so far"
X Link 2026-01-21T21:13Z 347.7K followers, 413.1K engagements
"KEY LEVELS TO WATCH FOR POPULAR STOCKS Bullish $NVDA $AMD $IREN $CIFR $NBIS $ONDS $RKLB $ASTS $EOSE Hold $TSLA $PLTR $OPEN $ACHR $OKLO $IONQ $HOOD $SOFI Bearish $OSCR $HIMS $TEM https://twitter.com/i/web/status/2015071704540958760 https://twitter.com/i/web/status/2015071704540958760"
X Link 2026-01-24T14:38Z 347.7K followers, 138.1K engagements
"SpaceX just filed with the FCC to launch up to 1M satellites designed to function as solar-powered orbital data centers creating massive AI compute capacity in space. Elon wants to use Starships low launch costs and laser-linked satellites to scale AI compute without stressing Earths power grid. https://twitter.com/i/web/status/2017952081014075459 https://twitter.com/i/web/status/2017952081014075459"
X Link 2026-02-01T13:24Z 347.7K followers, 813K engagements
"Nearly a decade ago $GOOGL wrote a $900M check for a 7.5% stake in SpaceX. Today SpaceX has merged with xAI at a $1.25T combined valuation turning that check into a 100x return. Absolutely insane"
X Link 2026-02-03T10:15Z 347.7K followers, 424.6K engagements
"$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://twitter.com/i/web/status/2018796442148847902 https://twitter.com/i/web/status/2018796442148847902"
X Link 2026-02-03T21:19Z 347.7K followers, 360.7K engagements
"THE [----] BIG TECH CAPEX ARMS RACE $GOOGL: $180B (+98% YoY) $AMZN: Est. $147B (+16% YoY) $META: $125B (+74% YoY) $MSFT: $105B (+31% YoY) https://twitter.com/i/web/status/2019194722179510702 https://twitter.com/i/web/status/2019194722179510702"
X Link 2026-02-04T23:41Z 347.7K followers, 135.1K engagements
"Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering: Earnings reactions: $GOOGL $AMZN $IREN $AMD $PLTR Latest thoughts on software: $NOW $MDB $SNOW $ADBE $MNDY $CRWD $RBRK $TEAM $ZETA Biggest winners from the CapEx buying spree: $ASML $CRDO $ALAB $AMAT $ANET $LRCX $KLAC $MU Crypto market bloodbath: $HOOD $SOFI $COIN $BMNR $MSTR $BTC $ETH $SOL Well also leave the last [---] minutes for live Q&A so bring your questions https://twitter.com/i/web/status/2019782074073588095 https://twitter.com/i/web/status/2019782074073588095"
X Link 2026-02-06T14:35Z 347.7K followers, 90.7K engagements
"FAVORITE [--] NAMES UNDER $10B [--]. $ONDS drone connectivity layer [--]. $CIFR landlord of the AI utility era [--]. $JMIA scaling logistics across Africa [--]. $LMND AI-native insurance platform [--]. $DOCN AI inference cloud for builders [--]. $CLPT navigation platform for neurosurgeons [--]. $EOSE zinc storage built for nonstop compute [--]. $NVTS powering AI data centers with GaN chips [--]. $OKLO modular nuclear power for AI data centers [--]. $TMDX expanding organ care with fleet & network effect https://twitter.com/i/web/status/2020147142657208337 https://twitter.com/i/web/status/2020147142657208337"
X Link 2026-02-07T14:46Z 347.7K followers, 202.7K engagements
"HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32%"
X Link 2026-02-07T15:39Z 347.7K followers, 140K engagements
"$AAPL CEO Tim Cook told employees the company is all in on AI by baking Apple Intelligence into every product & using its 2.5B+ devices as the distribution advantage. A more personalized Siri launches this year with early traction already showing up in features like Visual Intelligence. https://twitter.com/i/web/status/2020505718688997583 https://twitter.com/i/web/status/2020505718688997583"
X Link 2026-02-08T14:31Z 347.7K followers, 60.4K engagements
"$GOOGL $MSFT $META & $AMZN just confirmed $600B+ in [----] CapEx. Heres how that money flows through the AI stack: GPUs Accelerators $AMD provides second source AI GPUs with MI300 & MI400 series $NVDA powers the AI accelerator layer with Blackwell shipping & Rubin in production ASICs TPUs Design Services $MRVL provides interconnect & custom silicon for AI racks $ARM supplies CPU architecture across hyperscaler server fleets $CDNS enables hyperscaler AI chip development through EDA tools $AVGO builds custom AI silicon & networking ASICs for hyperscalers $SNPS powers hyperscaler silicon roadmaps"
X Link 2026-02-08T15:28Z 347.7K followers, 355.4K engagements
"$HIMS extends losses to 22% after $NVO said it is suing over knockoff obesity drugs. This comes as the FDA signals full enforcement on compounded GLP 1s and the company exits compounded semaglutide"
X Link 2026-02-09T13:33Z 347.7K followers, 60.2K engagements
"$GOOGL is issuing about $15B of debt with maturities stretching all the way to [----]. They are funding the AI buildout with cheap capital at a time when AI infrastructure spend is ramping"
X Link 2026-02-09T14:05Z 347.7K followers, 205.6K engagements
"AI CHIP ECOSYSTEM Upstream EDA IP & Design Tools $ARM $CDNS $SNPS Semiconductor Equipment $ASML $AMAT $LRCX $KLAC $TER Midstream Foundry & Advanced Packaging $TSM $INTC $GFS $AMKR Compute $NVDA $AMD $AVGO $MRVL Interconnect $CRDO $ALAB $COHR $CIEN $APH $LITE Memory & Storage $MU $WDC $SNDK $STX Power & Analog $TXN $ADI $STM $ON $MCHP $MPWR Downstream OEMs & ODMs $SMCI $DELL $HPE $GOOGL $MSFT $META & $AMZN just confirmed $600B+ in [----] CapEx. Heres how that money flows through the AI stack: GPUs Accelerators $AMD provides second source AI GPUs with MI300 & MI400 series $NVDA powers the AI"
X Link 2026-02-09T15:52Z 347.7K followers, 121.7K engagements
"$NBIS paying $275M for an AI agent search API shows they want to move beyond the GPU rental label & into being a platform where agents are built. Nebius now owns two core layers of the agent stack: [--]. Token Factory for high-performance inference (the agent's reasoning) [--]. Tavily for real-time web grounding (the agent's connection to reality) $NBIS is acquiring Tavily for $275M to add real-time search capabilities for AI agents with Tavilys team joining the company. The deal pushes $NBIS further up the AI stack as agents scale across coding trading and customer service. https://t.co/mZS8ToXINb"
X Link 2026-02-10T15:17Z 347.7K followers, 60.2K engagements
"$HOOD Q4 EARNINGS Revenue $1.28B vs Est. $1.35B EPS $0.66 vs Est. $0.64 EBITDA $776M vs Est. $792M ARPU: $191 vs Est. $201 Total Platform Assets: $324B (+68% YoY) Gold Subscribers: 4.2M (+58% YoY) https://twitter.com/i/web/status/2021330465597292643 https://twitter.com/i/web/status/2021330465597292643"
X Link 2026-02-10T21:08Z 347.7K followers, 278.1K engagements
"$AMZN just got FCC approval to launch up to [----] low-Earth orbit internet satellites. This clears the regulatory path for Amazon to scale Kuiper into a real broadband competitor in space"
X Link 2026-02-11T00:16Z 347.7K followers, 196.9K engagements
"$ASTS successfully deployed BlueBird [--] which is the largest commercial communications antenna ever put into low Earth orbit. The [----] sq ft deployment is a major derisking milestone for Block [--] which is 3.5x larger than the earlier Block [--] satellites"
X Link 2026-02-11T02:33Z 347.7K followers, 50.7K engagements
"$SHOP Q4 EARNINGS Revenue $3.67B vs Est. $3.59B EPS $0.57 vs. Est. $0.51 FCF $715M vs. Est. $685M GMV $123.8B (+31% YoY) Q1 Guidance Revenue +30-33% vs Est. +25%"
X Link 2026-02-11T12:22Z 347.7K followers, 33.6K engagements
"$AEHR landed an initial Sonoma system order from a hyperscaler with shipments starting this summer for AI package burn-in. Management says this customer is forecasting a much larger Sonoma ramp in 2H [----] and into [----] alongside next-gen AI processors"
X Link 2026-02-11T13:30Z 347.7K followers, 22.4K engagements
"Polymarket is now pricing in a 63% chance of a Fed rate cut in June JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears. https://t.co/B4CLPIA1HM JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears. https://t.co/B4CLPIA1HM"
X Link 2026-02-11T14:01Z 347.7K followers, 40.2K engagements
"BILL ACKMAN DISCLOSES NEW POSITION IN $META"
X Link 2026-02-11T15:57Z 347.7K followers, 243.2K engagements
"$MSFT is trading at a 7-year valuation low despite being one of the most important AI platform companies in the world. Either market is correctly pricing in real structural issues or youre getting a future AI platform winner at valuation usually reserved for show me stories. AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution. https://t.co/XDW7Oydnti AI cant be eating everything and every industry and be a bubble at the same time. Its a revolution. https://t.co/XDW7Oydnti"
X Link 2026-02-11T17:47Z 347.7K followers, 84.4K engagements
"IS SOFTWARE DEAD IWTB STREAM $NOW $TSM $NBIS $DOCN $IREN $NET $PLTR $RKLB $ASTS $HOOD $AMZN $MELI $AMD $NVDA $SOFI $GOOGL $AMZN $META $SNOW $MDB $AEHR $SHOP $NKTR $DUOL $MNDY $JMIA https://x.com/i/broadcasts/1OyKAjLgYjoGb https://x.com/i/broadcasts/1OyKAjLgYjoGb"
X Link 2026-02-11T18:34Z 347.7K followers, 22.5K engagements
"$ASML EUV tools print features as small as 13nm making them essential for manufacturing AI chips. Every chip like $NVDA Blackwell $AMD MI300 $AAPL M4 $GOOGL TPU & $AMZN Trainium requires EUV lithography. You either use ASMLs machines or you dont make advanced chips"
X Link 2026-02-11T19:42Z 347.7K followers, 56.1K engagements
"$APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://twitter.com/i/web/status/2021692478752272426 https://twitter.com/i/web/status/2021692478752272426"
X Link 2026-02-11T21:07Z 347.7K followers, 136.2K engagements
"$NBIS Q4 EARNINGS Sales $228M vs. Est. $243M EBITDA $15M vs. Est. $40M ARR $1.3B vs. Est. $1.0B Active power 170MW vs. Est. 100MW [----] Guidance ARR: $8B Contracted Capacity: 3GW"
X Link 2026-02-12T12:18Z 347.7K followers, 231.7K engagements
"$MSFT AI CEO Mustafa Suleyman says most routine work done by accountants lawyers and other professionals will be automated by AI within the next [--] to [--] months"
X Link 2026-02-12T13:14Z 347.7K followers, 114.4K engagements
"3 REASONS WHY $APP LANDED ON MY WATCHLIST [--]. AppLovin just printed $1.7B of revenue (+66% YoY) $1.4B of EBITDA (+82% YoY) and an 84% EBITDA margin and guided to sequential growth into a seasonally weaker quarter. The stock is clearly disconnected from the underlying business performance. [--]. The business is evolving from a gaming monetization engine into discovery infrastructure for commerce and the broader web. Thats a much bigger long-term story but narrative transitions create short-term multiple air pockets in a market that hates uncertainty. Just look at how the market is treating $META"
X Link 2026-02-12T15:48Z 347.7K followers, 94.1K engagements
"$PINS Q4 EARNINGS Revenue $1.32B vs. Est. $1.33B EPS $0.67 vs. Est. $0.69 Global MAUs: 619M Q1 Guidance Revenue $961M vs. Est. $980M EBITDA $176M vs. Est. $205M https://twitter.com/i/web/status/2022057994587189593 https://twitter.com/i/web/status/2022057994587189593"
X Link 2026-02-12T21:19Z 347.7K followers, 23.3K engagements
"2026 looks like an inflection year for $IREN Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: Earnings reactions: $HOOD $NET $APP $NBIS $ALAB $AMAT $ANET $OSCR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL https://t.co/LEsv8WODNd Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: Earnings reactions: $HOOD $NET $APP $NBIS $ALAB $AMAT $ANET $OSCR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL https://t.co/LEsv8WODNd"
X Link 2026-02-13T14:12Z 347.7K followers, 96.2K engagements
"$AMZN is on pace for its longest losing streak in [--] years"
X Link 2026-02-13T16:02Z 347.7K followers, 46.2K engagements
"SpaceX is reportedly considering a dual-class share structure for its IPO this year. The setup would give select shareholders outsized voting control over company decisions. SpaceX is reportedly considering a dual-class share structure for its IPO giving select shareholders outsized voting control. https://t.co/iYU7RwcZn4 SpaceX is reportedly considering a dual-class share structure for its IPO giving select shareholders outsized voting control. https://t.co/iYU7RwcZn4"
X Link 2026-02-13T18:38Z 347.7K followers, 48.1K engagements
"Stargate UAE is shaping up to be the fastest AI data center buildout in the world with 5GW of total planned capacity"
X Link 2026-02-13T19:59Z 347.7K followers, 187K engagements
"George Soros initiated a $35M stake in $AVGO and a $25M stake in $TSLA in Q4"
X Link 2026-02-13T22:50Z 347.7K followers, 159K engagements
"$RKLB Neutrons interstage is now on the test stand undergoing qualification at the Space Structures Complex. Engineers are applying [----] tonnes of force to qualify the structure for launch"
X Link 2026-02-14T13:39Z 347.7K followers, 29.4K 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 347.7K followers, 320.2K engagements
"MY TOP [--] GROWTH PORTFOLIO POSITIONS ENTERING [----] [--]. $RKLB building the future of space logistics [--]. $CLPT providing a navigation platform for neurosurgeons [--]. $JMIA scaling e-commerce & logistics across Africa [--]. $EOSE building zinc storage built for nonstop compute [--]. $ASTS building the communications layer that monetizes space-based connectivity [--]. $TMDX expanding organ care through a growth fleet & network effect [--]. $VKTX developing oral & injectable GLP-1s for obesity & diabetes [--]. $SOFI becoming a full-stack digital bank positioned for a liquidity upcycle [--]. $IONQ positioning quantum"
X Link 2026-01-03T14:01Z 347.7K followers, 811.7K engagements
"$NVDA CEO Jensen Huang said the market is wrong to think AI will replace software companies. He called the markets fear of software displacement illogical and said time will prove the thesis wrong"
X Link 2026-02-04T12:31Z 347.7K followers, 218.1K engagements
"$HIMS now down 75% from its highs Looks like $HIMS might need some of its own medication to get the stock going up again. https://t.co/2vUxIcAYxH Looks like $HIMS might need some of its own medication to get the stock going up again. https://t.co/2vUxIcAYxH"
X Link 2026-02-09T15:13Z 347.7K followers, 46.7K engagements
"$CRDO updated its Q3 FY26 revenue outlook to $406M which is well above the prior $340M guidance. Q4 sequential growth is expected to be in the mid-single digits (estimates were +4.9% sequential growth) keeping the company on pace for 200%+ YoY revenue growth this fiscal year. AI CHIP ECOSYSTEM Upstream EDA IP & Design Tools $ARM $CDNS $SNPS Semiconductor Equipment $ASML $AMAT $LRCX $KLAC $TER Midstream Foundry & Advanced Packaging $TSM $INTC $GFS $AMKR Compute $NVDA $AMD $AVGO $MRVL Interconnect $CRDO $ALAB https://t.co/wBCc6JFW4W AI CHIP ECOSYSTEM Upstream EDA IP & Design Tools $ARM $CDNS"
X Link 2026-02-09T21:41Z 347.7K followers, 54.7K engagements
"$OSCR Q4 EARNINGS Sales $2.81B vs Est. $3.11B EPS ($1.24) vs Est. ($0.89) MLR: 95.4% FY26 Guidance Sales $18.9B vs Est. $12.8B Ops Earnings: $350M MLR: 82.9% Reiterates path to [----] profitability"
X Link 2026-02-10T11:39Z 347.7K followers, 102.6K engagements
"JAN. U.S. JOBS REPORT Nonfarm Payrolls +130K vs Est. +65K Unemployment rate 4.3% vs Est. 4.4% Avg hourly earnings +0.4% MoM vs Est. 0.3% This is a strong enough print to avoid recession fears"
X Link 2026-02-11T13:36Z 347.7K followers, 106.9K engagements
"$MU started HBM4 customer shipments a quarter early and is already in high-volume production for AI and HPC workloads. The bear case was Micron cant keep up but shipping a quarter early says otherwise. $MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected execution in advanced memory. https://t.co/9FXD5H4FIK $MU began HBM4 customer shipments a quarter early and confirmed high-volume production is underway. The ramp targets AI and HPC workloads signaling faster-than-expected"
X Link 2026-02-11T14:52Z 347.7K followers, 125.9K engagements
"$NBIS went from [--] data center sites in [----] to guiding [--] today. Nebius is scaling its own AI compute footprint far faster than the market is pricing in. $NBIS Q4 EARNINGS Sales $228M vs. Est. $243M EBITDA $15M vs. Est. $40M ARR $1.3B vs. Est. $1.0B Active power 170MW vs. Est. 100MW [----] Guidance ARR: $8B Contracted Capacity: 3GW https://t.co/XK7RJ3Od1S $NBIS Q4 EARNINGS Sales $228M vs. Est. $243M EBITDA $15M vs. Est. $40M ARR $1.3B vs. Est. $1.0B Active power 170MW vs. Est. 100MW [----] Guidance ARR: $8B Contracted Capacity: 3GW https://t.co/XK7RJ3Od1S"
X Link 2026-02-12T12:40Z 347.7K followers, 134.6K engagements
"$NBIS is becoming the platform for teams building AI products agents or services and the growth curve is getting absurd. Dec 23: $7M Dec 24: $35M (5x YoY) Dec 25: $228M (6.5x YoY) Dec 26E: $1.4B (6x YoY) I added some shares today. $NBIS guided to [----] ARR of $8B revenue of $3.2B and 40% EBITDA margins with $18B of CapEx planned. Management said 60% of the capital needed for that buildout is already secured. https://t.co/o6gfMj0njh $NBIS guided to [----] ARR of $8B revenue of $3.2B and 40% EBITDA margins with $18B of CapEx planned. Management said 60% of the capital needed for that buildout is"
X Link 2026-02-12T15:15Z 347.7K followers, 58.8K engagements
"$APP is getting hit because the market is still debating what the business actually is. If its just a gaming ad network then margins compress over time but if MAX is discovery infra sitting between users & outcomes then this becomes a platform story"
X Link 2026-02-12T17:49Z 347.7K followers, 51.2K engagements
"Less than [--] years ago Anthropic raised $124M in its Series A at a $500M valuation. Today its raising $30B at a $380B valuation with $14B in ARR. Absolutely nuts"
X Link 2026-02-12T19:52Z 347.7K followers, 39.7K engagements
"$RKLB is set to launch another Pentagon hypersonic test on its HASTE rocket as early as late February. This will be Rocket Labs fourth hypersonic launch in under six months showing it is becoming a go to launch partner for the U.S. militarys next generation weapons testing"
X Link 2026-02-12T21:35Z 347.7K followers, 51.1K engagements
"Wild to see that $HIMS is down 30% over the past five years"
X Link 2026-02-13T12:43Z 347.7K followers, 64.9K engagements
"@PolymarketMoney $AMZN AWS reaccelerating to 24% should not cause this type of sell-off"
X Link 2026-02-13T16:03Z 347.7K followers, 11.6K engagements
"I couldnt disagree more with Burry on $PLTR. Hes effectively betting against the orchestration layer because models are getting cheaper when cheaper models actually expand the need for decision layers. It's like shorting the gun manufacturer because bullets are getting cheaper. https://twitter.com/i/web/status/2022695295235088393 https://twitter.com/i/web/status/2022695295235088393"
X Link 2026-02-14T15:31Z 347.7K followers, 18.6K engagements
"MICHAEL BURRY BETS AGAINST THE AI BOOM WITH 66% OF SCION IN $PLTR PUTS & 14% IN $NVDA PUTS"
X Link 2025-11-03T21:51Z 347.7K followers, 3.5M engagements
"$NVDA TO BE THE MOST PROFITABLE TECH COMPANY BY [----] Profit estimates: Nvidia $213B $GOOGL $178B $MSFT $174B $AAPL $157B $AMZN $124B"
X Link 2026-01-08T11:53Z 347.7K followers, 89.5K engagements
"$MU is trading lower on reports Samsung is already approved by $NVDA to supply HBM4 for Rubin and may start production this month. Micron does not ramp HBM4 until mid [----] which brings fresh worries about losing early share in the highest margin part of memory"
X Link 2026-02-09T13:18Z 347.7K followers, 196.7K engagements
"President Trump says his Fed pick Kevin Warsh could drive U.S. economic growth as high as 15%"
X Link 2026-02-09T23:22Z 347.7K followers, 82.2K engagements
"$TSLA drivers in Oregon can now get up to a 50% insurance discount when using FSD (Supervised) through $LMND new autonomous insurance program. The more miles driven on FSD the lower the premium with broader state expansion planned"
X Link 2026-02-10T15:42Z 347.7K followers, 28.7K engagements
"Make this make sense to me: $AMZN growing revenue 14% with 10% margins trading at 27x earnings $COST growing revenue 8% with 3% margins trading at 47x earnings $WMT growing revenue 6% with 3% margins trading at 44x earnings Buying $AMZN at $208 ($2.2T market cap) implies youre getting: $269B e-commerce growing 10% (arguably worth $300B) $129B AWS growing 24% (easily a $1.8T business) $69B ads growing 23% (a $500B business)) On a sum-of-the-parts basis that points to Amazon being https://t.co/SjH71ZHIIF Buying $AMZN at $208 ($2.2T market cap) implies youre getting: $269B e-commerce growing 10%"
X Link 2026-02-10T17:44Z 347.7K followers, 179K engagements
"$VRT Q4 EARNINGS Revenue $2.88B vs Est. $2.89B EPS $1.14 vs Est. $1.30 Backlog $15B (+109% YoY) FY26 Guidance Revenue $13.5B vs Est. $12.4B EPS $6.02 vs Est. $5.33"
X Link 2026-02-11T11:17Z 347.7K followers, 78.3K engagements
"$APP DOWN OVER 15% $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ $APP Q4 EARNINGS Revenue $1.66B vs Est. $1.61B EPS $3.24 vs Est. $2.94 EBITDA $1.4B vs Est. $1.3B Q1 Guidance Revenue $1.8B vs Est. $1.7B EBITDA $1.5B vs Est. $1.4B https://t.co/mENR7Tq1qQ"
X Link 2026-02-12T14:50Z 347.7K followers, 47.9K engagements
"$AAPL down over 5% today and on pace for its biggest one-day drop in [--] months"
X Link 2026-02-12T18:14Z 347.7K followers, 35.7K engagements
"$ONDS secured a new multi-million-dollar European order for its Iron Drone Raider system following successful deployment at major NATO-country airport. This reflects repeat purchasing after real-world use & rising EU & NATO demand for always-on autonomous counter-drone defense"
X Link 2026-02-13T13:57Z 347.7K followers, 64.6K engagements
"The market keeps anchoring to old adoption curves while new platform shifts are reaching scale in a fraction of the time. AI is already being embedded across enterprise workflows and consumer products far faster than prior platform transitions"
X Link 2026-02-13T16:47Z 347.7K followers, 25K engagements
"The U.S. used Anthropics Claude AI in an operation tied to the capture of Venezuelas former president deployed through $PLTR platforms. Another data point that Palantir is the infrastructure layer bridging frontier AI models into most sensitive national security workflows"
X Link 2026-02-14T13:18Z 347.7K followers, 60.8K engagements
"@PolymarketMoney So essentially AWS is sold out through [----] and 80% of the market hasn't shown up yet 👀"
X Link 2026-02-14T14:09Z 347.7K followers, 11.7K engagements
"@JRupena Can't forget $MSFT (enterprise productivity) & $GOOGL (default distribution + data moat)"
X Link 2026-02-14T15:33Z 347.7K followers, [----] engagements
"FUTURUM EQUITIES PODCAST EPISODE #30 Daniel & I dove into four big themes: Our take on Michael Burrys short on $PLTR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL $AMZN $AAPL $META $MSFT $NVDA $TSLA Is $HIMS shaping up as a buy-the-fear setup Our three favorite SaaS names Plus a 10-minute live Q&A at the end. Watch the full episode at the link below https://twitter.com/i/web/status/2022709292957339774 https://twitter.com/i/web/status/2022709292957339774"
X Link 2026-02-14T16:27Z 347.7K followers, 44.2K engagements
"@FuturumEquities @danielnewmanUV Link below to catch the full episode: https://youtu.be/-Prl54V5rCssi=Uw47xjUtT7jfE9EC https://youtu.be/-Prl54V5rCssi=Uw47xjUtT7jfE9EC"
X Link 2026-02-14T16:27Z 347.7K followers, 12.4K engagements
"10 SETUPS IM WATCHING FOR 2H [----] [--]. $SOFI SoFi [--]. $AMD Advanced Micro Devices [--]. $ACHR Archer Aviation [--]. $U Unity [--]. $TEM Tempus AI [--]. $EOSE Eos Energy [--]. $AEHR Aehr Test Systems [--]. $BEAM Beam Therapeutics [--]. $SNOW Snowflake [--]. $MDB MongoDB"
X Link 2025-07-04T10:05Z 347.7K followers, 327.8K engagements
"The Fear and Greed Index is sitting at extreme fear and the VIX is at [--] while $SPY & $QQQ are still less than 3% from all time highs. The data and the mood are telling two very different stories"
X Link 2025-10-16T18:34Z 347.7K followers, 242.1K 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
"MY [----] PICKS ARE IN When I started the growth portfolio I didnt expect it to double in each of the first three years. I make a small set of high conviction picks each year where I focus on early disruptors & reratings the market is overlooking: 2023: $RKLB $IONQ 2024: $AEHR $EOSE 2025: $ASTS $NVTS $JMIA The [----] picks are out. One is around a $400M market cap & the other around $4B. Any guesses https://twitter.com/i/web/status/2002364265689223338 https://twitter.com/i/web/status/2002364265689223338"
X Link 2025-12-20T13:03Z 347.7K followers, 501.7K engagements
"$GOOGL STOCK PORTFOLIO REVEALED [--]. $ASTS 18% [--]. $PL 17% [--]. $ARM 12% [--]. $MTSR 8% [--]. $RVMD 8% [--]. $FRSH 8% [--]. $TEM 5% [--]. $GTLB 5% [--]. $PATH 4% [--]. $PRME 4%"
X Link 2025-12-25T12:51Z 347.7K followers, 599.8K engagements
"THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE AI Chips $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing $TSM only foundry currently capable of producing Googles leading-edge TPUs at scale with acceptable yields. $ARM licenses the CPU architecture Google uses alongside TPUs for AI inference & control $CDNS sells the software Google uses to design each new generation of AI chips $SNPS provides chip testing/ IP so Google can ship complex TPUs without failures $AMKR packages TPUs + memory together so Google can run them at data-center scale AI Networking"
X Link 2025-12-28T16:26Z 347.7K followers, 399.5K engagements
"GLOBAL DEFENSE CHEAT SHEET Defense is about drones software communications & the industrial base that makes them scale with these companies enabling that shift: Drones $ONDS builds the secure comm layer drones use to transmit video data & commands without being jammed or hacked $AVAV is the primary U.S. military drone prime operating large long-endurance ISR & strike platforms embedded across DoD programs $KTOS designs attritable unmanned systems built for scale where loss tolerance & cost matter more than perfection $RCAT sells short-range tactical drones used by military units police &"
X Link 2026-01-12T12:34Z 347.7K followers, 203.4K engagements
"JANUARY LEADERSHIP IS ALREADY HINTING AT THE [----] THEMES Grid & Power $EOSE $BE $NVTS AI Utility $IREN $CIFR $NBIS $APLD $CRWV Space Economy $ASTS $RKLB $PL $RDW $FLY Nuclear $OKLO $SMR $NNE $CCJ $BWXT $LEU Drones $KTOS $ONDS $AVAV $DPRO $PDYN $RCAT Critical Materials $CRML $UUUU $UAMY $ASPI $USAR Chip Manufacturing & Memory $INTC $MU $AMKR $SNDK $LRCX $SKYT https://twitter.com/i/web/status/2011059355756741103 https://twitter.com/i/web/status/2011059355756741103"
X Link 2026-01-13T12:54Z 347.7K followers, 150.6K engagements
"THE ELECTRICITY VALUE CHAIN $CCJ uranium supply $CEG nuclear baseload $SMR modular nuclear reactors $OKLO micro-nuclear generation $EOSE zinc long-duration storage $GEV power conversion hardware $VRT power distribution & cooling $VST flexible generation & storage $TSLA utility-scale lithium storage $FSLR thin-film solar for hyperscale $NNE utility-scale renewable buildout $TLN North American renewable generation $BWXT nuclear components & specialty fuel https://twitter.com/i/web/status/2012130692147323000 https://twitter.com/i/web/status/2012130692147323000"
X Link 2026-01-16T11:51Z 347.7K followers, 167.8K engagements
"NATIONAL SECURITY CHEAT SHEET Nuclear $MIR building radiation detection & nuclear safety systems $LTBR redesigning nuclear fuel to extend reactor efficiency $NXE developing next-generation high-grade uranium supply $LEU enabling advanced reactors through enrichment capacity $UUUU rebuilding a domestic uranium mining & fuel cycle stack $UROY monetizing uranium production through a royalty model $CCJ supplying uranium as baseload fuel for Western nuclear fleets $ASPI supplying specialty isotopes for nuclear medical & defense use $BWXT building the nuclear hardware behind naval & defense"
X Link 2026-01-17T13:36Z 347.7K followers, 134.5K engagements
"Just initiated a new position in a software name today. Any guesses which one https://t.co/GxqKSqy1Dd https://t.co/GxqKSqy1Dd"
X Link 2026-01-20T17:47Z 347.7K followers, 177.7K 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 [--]. $AVAV scaled military drone OEM with"
X Link 2026-01-22T13:52Z 347.7K followers, 164.2K engagements
"$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://twitter.com/i/web/status/2019155025361338862 https://twitter.com/i/web/status/2019155025361338862"
X Link 2026-02-04T21:04Z 347.7K followers, 439.8K engagements
"Holy moly $AMZN AWS backlog is $244B which is up 40% YoY and 22% QoQ. $AMZN AWS is growing at its fastest rate in over three years https://t.co/eMbBMETnuI $AMZN AWS is growing at its fastest rate in over three years https://t.co/eMbBMETnuI"
X Link 2026-02-05T23:02Z 347.7K followers, 85K engagements
"Charlie Munger watched Berkshire fall 50% three different times and stayed the course. Volatility is the toll you pay to be a growth investor and these resets are part of the process where its designed to shake you out before the trend pays you back"
X Link 2026-02-06T10:55Z 347.7K followers, 81.6K engagements
"$NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR"
X Link 2026-02-06T17:37Z 347.7K followers, 116.6K engagements
"$GOOGL has overtaken $NVDA as the favorite to end the year as the worlds most valuable company. NEW IN: Google is now the favorite to end the year as the world's most valuable company. https://t.co/1VDNS9KjAC NEW IN: Google is now the favorite to end the year as the world's most valuable company. https://t.co/1VDNS9KjAC"
X Link 2026-02-08T16:07Z 347.7K followers, 158.7K engagements
"A leaked ad suggests this is what OpenAIs first Jony Ive designed device may look like. It is their first real step from pure software into owning the hardware layer"
X Link 2026-02-09T04:02Z 347.7K followers, 41.2K engagements
"$BMNR now holds about 3.6% of all Ethereum. They added 40K $ETH last week binging their total to 4.33M"
X Link 2026-02-09T13:47Z 347.7K followers, 37.2K engagements
"UBS sees $AMZN AWS growing 38% in [----] If AWS accelerates from 24% to 38% while spending $200B would show the capex is converting into revenue and finally kills the "overbuilding" narrative completely"
X Link 2026-02-09T14:49Z 347.7K followers, 95.1K engagements
"$DDOG Q4 EARNINGS Revenue $953M vs Est. $917M EPS $0.59 vs Est. $0.55 $1M+ ARR Customers: [---] (+30% YoY) $100K+ ARR Customers: [----] (+19% YoY) FY26 Guidance Revenue $4.08B vs. Est. $4.11B EPS $2.12 vs Est. $2.41"
X Link 2026-02-10T12:16Z 347.7K followers, 26.2K engagements
"$NBIS is acquiring Tavily for $275M to add real-time search infrastructure for AI agents across use cases like coding and trading. This moves Nebius further up the stack from infrastructure toward owning the agent tooling layer"
X Link 2026-02-10T14:44Z 347.7K followers, 76.5K engagements
"$HOOD ability to spin up a brand-new $300M run-rate business in its first year (prediction markets) shows how powerful Robinhoods ability to monetize attention has become. $HOOD is building what Schwab built over [--] years (a full-stack financial platform) but doing it in [--] years with AI-native architecture and a demographic that will inherit $80T over the next two decades. Gold subscribers growing 58% YoY is the tell. https://t.co/DeCbc6wuh5 $HOOD is building what Schwab built over [--] years (a full-stack financial platform) but doing it in [--] years with AI-native architecture and a demographic"
X Link 2026-02-11T14:17Z 347.7K followers, 106.2K engagements
"The House passed a resolution to block President Trumps Canada tariffs"
X Link 2026-02-11T23:45Z 347.7K followers, 32.2K engagements
"Where do you think SaaS investors are on this cycle right now My bet is between Anger and Depression. This is what getting labeled a legacy layer in the AI stack looks like in the market. Drawdown from highs: $MNDY 84% $TEAM 82% $FIG 82% $HUBS 75% $ESTC 68% $ADBE 63% $GTLB 62% $U 61% $ZETA 60% $WDAY 53% $CRM 51% This is what getting labeled a legacy layer in the AI stack looks like in the market. Drawdown from highs: $MNDY 84% $TEAM 82% $FIG 82% $HUBS 75% $ESTC 68% $ADBE 63% $GTLB 62% $U 61% $ZETA 60% $WDAY 53% $CRM 51%"
X Link 2026-02-12T20:27Z 347.7K followers, 80.5K engagements
"THIS IS HUGE NEWS FOR $TSLA SHAREHOLDERS THERE ARE RUMORS THAT TESLA IS LICENSING THEIR FSD TO BUICK -- IF THIS IS TRUE THIS WILL BE THE FIRST OF MANY OEMS 👀"
X Link 2024-07-08T15:05Z 347.6K followers, 965K engagements
"$PLTR & $AMZN HAVE PARTNERED TO DELIVER AI TO THE U.S. GOVERNMENT & MILITARY THROUGH AWS 🤩"
X Link 2024-11-07T12:06Z 347.6K followers, 221.7K engagements
"HOLY MOLY $PLTR JUST SECURED A [--] YEAR 920M WITH THE NAVY 🤩"
X Link 2024-11-07T14:30Z 347.6K followers, 198.3K engagements
"$SMCI troubles are snowballing 👇 Super Micro has halted construction of a new factory in Malaysia prompting YTL Corp. to shift its $NVDA AI server orders to Taiwan's Wiwynn for a major AI data center -- marking the first significant order transfer 👀"
X Link 2024-11-11T14:11Z 347.6K followers, 38.4K engagements
"$NVDA partners with $PCG's Diablo Canyon Nuclear Plant to bring AI systems onsite -- marking its entry into nuclear energy 👀"
X Link 2024-11-13T17:49Z 347.7K followers, 155.4K engagements
"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 347K followers, 148.3K engagements
"The first stage of the AI revolution was dominated by hardware server and compute companies -- those that laid the critical infrastructure essential for AIs rapid ascent $NVDA $TSM $ASML $AVGO $MSFT $AMZN $GOOGL etc. . The Q3 earnings cycle confirmed that the AI revolution is now entering its second stage where the focus shifts from infrastructure to applications -- the application layer is where intelligence moves from concept to execution. What makes the application layer so explosive is its ability to scale rapidly with minimal marginal costs. Unlike hardware which requires physical"
X Link 2024-11-24T14:43Z 347.7K followers, 183.6K 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. $IONQ -- Positioning itself as a leader in quantum computing by offering scalable trapped-ion quantum systems for high-value use cases such as drug discovery logistics optimization & financial modeling -- addressing a projected"
X Link 2025-01-01T15:29Z 346.7K followers, 157.8K engagements
"$NVDA CEO Jensen Huang said Humanity will generate more data in the next few years than in all of history combined. So freaking bullish for $PLTR $SNOW $NET $CRWD & $ALAB 🤩"
X Link 2025-01-07T03:11Z 347.6K followers, 391K engagements
"$NVDA ANNOUNCES $MU AS THE MEMORY PROVIDER FOR THE NEW GPUS THE STOCK IS UP 7% IN OVERNIGHT TRADING 👀"
X Link 2025-01-07T03:25Z 347.6K followers, 368K engagements
"$JPM Jamie Dimon just called $TSLA Elon Musk the Einstein of our generation -- couldnt agree more 👀"
X Link 2025-01-22T12:24Z 347.6K followers, 304.4K 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
"HOLY MOLY $TSLA ENERGY IS ON FIRE ENERGY STORAGE DEPLOYMENTS HIT A RECORD [--] GWH -- UP 244% YOY 🤩"
X Link 2025-01-29T21:20Z 347.6K followers, 165.1K engagements
"Here are the Fibonacci levels to watch for popular growth tech stocks 🧐 [--]. $NVDA -- $99 [--]. $TSLA -- $272 [--]. $PLTR -- $80 [--]. $TSM -- $162 [--]. $SNOW -- $157 [--]. $AMZN -- $186 [--]. $CRWD -- $344 [--]. $RKLB -- $22 [--]. $GOOGL -- $160 [--]. $SOFI -- $11 [--]. $COIN -- $211 [--]. $HOOD -- $39 [--]. $OKLO -- $26 [--]. $TEM -- $45 [--]. $IONQ -- $25"
X Link 2025-02-08T13:40Z 347.6K followers, 575K engagements
"Pulling Back the Curtain on My Growth Portfolio Investing isnt a pursuit of fleeting trends or the ephemeral allure of hype cycles -- its about recognizing companies not merely adapting to the tides of change but actively forging new landscapes. Every position I take is an extension of that ethos a testament to the belief that true growth is not found in the echoes of the present but in the resonance of the future. The goal is not to chase momentum but to identify the structural architects of disruption -- those firms poised to redefine industries over the coming decade and beyond. $PLTR"
X Link 2025-02-14T13:12Z 347.7K followers, 391.7K engagements
"TOM LEE SAYS THE MARKET HAS BOTTOMED & EXPECTS A REBOUND INTO SUMMER 👀"
X Link 2025-03-01T11:27Z 347.6K followers, 492.2K engagements
"TOM LEE JUST SAID YESTERDAYS SELL OFF WAS AN OVERREACTION 👀"
X Link 2025-03-11T16:50Z 347.7K followers, 284.4K engagements
"$NVDA JUST SAID: "EVERY DATA CENTER IN THE FUTURE WILL BE POWER-LIMITED" So freakin bullish for nuclear stocks: $SMR $VTS $OKLO $NNE $TLN $GEV $CEG $CCJ"
X Link 2025-03-18T18:31Z 347.6K followers, 857.7K engagements
"$TSLA WINS APPROVAL TO LAUNCH ROBOTAXI RIDES IN CALIFORNIA 👀"
X Link 2025-03-18T21:26Z 347.7K followers, 209.2K engagements
"CATHIE WOOD PREDICTS $TSLA WILL 10X BY THE END OF THE DECADE -- SURPASSING AN $8T VALUATION 😳"
X Link 2025-03-25T08:27Z 347.6K followers, 604.7K engagements
"HOLY MOLY $TSLA TO SHOWCASE OPTIMUS HUMANOID ROBOT ON CAPITOL HILL THIS WEEK 🤯"
X Link 2025-03-25T17:14Z 347.6K followers, 282.1K engagements
"$HOOD JUST LAUNCHED A NEW FEATURE THAT LETS YOU GET CASH DELIVERED STRAIGHT TO YOUR DOOR -- NO ATM NEEDED 🤯"
X Link 2025-03-27T02:11Z 347.7K followers, 1.6M engagements
"MY OPEN LETTER TO PRESIDENT TRUMP The frustrating part is that I was on board for a reset. Truly. Ive said it publicly. Ive written about it in this very feed. I understood the need for a detox. For decades the U.S. economy played the part of the rich guy at the table -- picking up the check for a global order that no longer worked in our favor. We hollowed out our industrial base. We enabled unfair trade imbalances under the illusion of diplomacy. We subsidized demand for cheap imports while outsourcing the hard questions about how our domestic workforce would adapt. Eventually that had to"
X Link 2025-04-05T13:04Z 347.7K followers, 3M engagements
"THE FUTURE IS ON SALE RIGHT NOW IN OVERNIGHT TRADING $NVDA -- $85 $PLTR -- $65 $HOOD -- $29 $AVGO -- $133 $CRWD -- $297 $SNOW -- $120 $TSM -- $136 $AMD -- $77 $COIN -- $141 $GOOGL -- $138 $TSLA -- $215 $META -- $468 $ARM -- $79"
X Link 2025-04-07T00:29Z 347.7K followers, 780.1K engagements
"HOLY MOLY THE FED IS HOLDING A CLOSED BOARD MEETING TODAY AT 11:30 AM EST 😳"
X Link 2025-04-07T11:54Z 347.6K followers, 664.9K engagements
"THIS IS HUGE NEWS US GRANTS TARIFF EXCLUSIONS FOR COMPUTERS SMARTPHONES & CHIPMAKING EQUIPMENT -- MAJOR SHIFT IN TRADE POLICY 😳"
X Link 2025-04-12T13:09Z 347.7K followers, 367.9K engagements
"MUSK JUST SAID HES CONFIDENT $TSLA CAN SHIP 1M OPTIMUS UNITS BY [----] -- MAYBE EVEN [----] 😳"
X Link 2025-04-22T21:57Z 347.6K followers, 355.4K engagements
"$TSLA is no longer optimizing for volume ASPs delivery targets or even margin discipline. Its not playing the car game. Its positioning. Its not even a stock. Its a leveraged call option on whether Tesla becomes the operating system for real-world AI. If it works -- its a 10x"
X Link 2025-04-23T11:07Z 347.6K followers, 579.3K engagements
"$JPM JAMIE DIMON SAYS THE BEST-CASE SCENARIO FOR THE U.S. ECONOMY IS NOW A RECESSION 👀"
X Link 2025-04-28T18:29Z 347.2K followers, 499.3K engagements
"$NVDA CEO SPEAKS AT WHITE HOUSE ON $500B U.S. AI INVESTMENT 👀"
X Link 2025-04-30T21:43Z 347.6K followers, 676.7K engagements
"MORE PROOF $AMZN IS QUIETLY LEADING THE LOGISTICS ROBOTICS SPACE 🤩"
X Link 2025-05-07T13:01Z 347.6K followers, 496.3K engagements
"CATHIE WOOD JUST SAID $TSLA WILL 10X TO $2600 BY [----] 😳"
X Link 2025-05-09T14:02Z 347.6K followers, 801.2K engagements
"HOLY MOLY POLYMARKET ODDS SKYROCKETED OVERNIGHT TO 52% FOR A U.S.-CHINA TRADE DEAL THIS MONTH 😳"
X Link 2025-05-10T14:04Z 347.6K followers, 359.3K engagements
"OH MY GOD -- IT FINALLY HAPPENED THE U.S. JUST ANNOUNCED A CHINA TRADE DEAL IN GENEVA 🤩"
X Link 2025-05-11T17:41Z 347.7K followers, 377.4K engagements
"HOLY MOLY IT ACTUALLY HAPPENED CHINA CONFIRMS A DEALS BEEN REACHED WITH THE U.S. -- FUTURES ABOUT TO GAP UP 🤩"
X Link 2025-05-11T18:41Z 347.7K followers, 610.1K engagements
"U.S. & CHINA AGREE TO CUT TARIFFS FOR [--] DAYS -- U.S. DROPS TO 30% (FROM 145%) CHINA TO 10% (FROM 125%) -- JOINT STATEMENT ISSUED FROM GENEV"
X Link 2025-05-12T07:35Z 346.6K followers, 135.6K engagements
"$NVDA CEO JENSEN HUANG ANNOUNCES CHIP DEAL WITH SAUDI-BACKED HUMAIN TO POWER 500MW AI DATA CENTER SCALING TO 1.9GW BY [----] 👀"
X Link 2025-05-13T14:06Z 347.6K followers, 243.2K engagements
"$GOOGL JUST ANNOUNCED REAL-TIME VOICE TRANSLATION IN GOOGLE MEET 😳"
X Link 2025-05-20T17:14Z 347.7K followers, 413.1K engagements
"THERES A NEW HORSE IN THE AR RACE $GOOGL UNVEILS AURA GLASSES TO CHALLENGE $META & $AAPL -- LAUNCHING BY EARLY [----] UNDER $1000 👀"
X Link 2025-05-20T17:52Z 347.6K followers, 397.9K engagements
"THIS WOULD BE NUTS $TSLA CEO ELON MUSK SAYS HES IN TALKS WITH MAJOR AUTOMAKERS TO LICENSE FSD 😳"
X Link 2025-05-20T18:16Z 347.7K followers, 190.3K engagements
"$GOOGL WAYMO CO-CEO TAKES AIM AT $TSLA: WERE NOT CUTTING SAFETY TO CHASE PURITY -- RADAR & LIDAR SEE WHAT HUMANS CANT 👀"
X Link 2025-05-22T22:29Z 346.6K followers, 183.8K engagements
"CATHIE WOODS ARK INVEST BUYS $4.7M OF $NVDA AHEAD OF EARNINGS 👀"
X Link 2025-05-28T00:40Z 347.6K followers, 548.5K engagements
"$NVDA CEO: "EVERY FUTURE DATA CENTER WILL BE POWER-LIMITED" $CCJ uranium supply $CEG carbon-free baseload $VRT power + cooling systems $OKLO micro-nuclear for edge compute $NNE renewable grid expansion $NVTS chip-level power efficiency https://x.com/StockMKTNewz/status/1902064180682981713/video/1 https://x.com/StockMKTNewz/status/1902064180682981713/video/1"
X Link 2025-06-01T14:47Z 347.6K followers, 393.9K engagements
"$AMZN NOW DEPLOYS 750K+ ROBOTS ACROSS 75% OF ORDERS AI-powered fulfillment centers delivery bots & drones could push retail margins toward 11% long-term 👀"
X Link 2025-06-02T09:15Z 347.6K followers, 481.7K engagements
"ANDURIL CEO JUST SAID WE ARE DEFINITELY GOING PUBLIC Ill be ready to load up when it lists to make this a core position in my growth portfolio 🤩"
X Link 2025-06-10T22:40Z 347.7K followers, 612.4K engagements
"$GOOGL IS NOW THE MOST PROFITABLE COMPANY IN THE WORLD WITH $111B IN ANNUAL NET INCOME"
X Link 2025-06-21T11:15Z 347.6K followers, 494.7K engagements
"IM BETTING BIG ON THE SPACE ECONOMY 24% of my small-cap portfolio is in $RKLB & $ASTS 😎"
X Link 2025-06-23T22:51Z 347.6K followers, 149.9K engagements
"$TSLA ENERGY IS ON AN ABSOLUTE TEAR Its been growing at a 65% CAGR over the past decade -- quietly scaling from $181M to over $11B"
X Link 2025-06-29T15:07Z 347.6K followers, 208.3K engagements
"$AMZN JUST DEPLOYED ITS ONE MILLIONTH ROBOT ACROSS OPERATIONS"
X Link 2025-07-01T02:19Z 347.6K followers, 366K engagements
"10 BIGGEST WINNERS FROM THE BIG BEAUTIFUL BILL ACT [--]. $NVDA NVIDIA [--]. $TSM Taiwan Semiconductor [--]. $PLTR Palantir [--]. $AVGO Broadcom [--]. $RKLB Rocket Lab [--]. $ASTS AST SpaceMobile [--]. $EOSE Eos Energy [--]. $MU Micron [--]. $VRT Vertiv [--]. $OKLO Oklo"
X Link 2025-07-05T13:32Z 347.6K followers, 487.6K engagements
"$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
"WHAT A LEGENDARY DIP APRIL TURNED OUT TO BE $HOOD + 189% $ONDS + 181% $OKLO + 174% $ENVX + 159% $COIN + 157% $RKLB + 139% $NBIS + 132% $IONQ + 122% $SOFI + 121% $ASTS + 117% $HIMS + 98% $AVGO + 88% $AMD + 84% $PLTR + 83% $NVDA +70%"
X Link 2025-07-10T22:22Z 347.6K followers, 360.5K engagements
"12 MONOPOLIES SHAPING THE FUTURE [--]. $NVDA powers AI [--]. $META rules social [--]. $GOOGL owns search [--]. $PLTR became AIs OS [--]. $NFLX defined streaming [--]. $AXON runs public safety [--]. $TSLA drives real-world AI [--]. $ASML controls chipmaking [--]. $TSM owns chip production [--]. $AMZN built global logistics [--]. $SHOP powers SMB e-comm [--]. $HOOD unlocked retail investing"
X Link 2025-07-12T12:29Z 347.6K followers, 373.9K engagements
"WATCH THESE KEY FIB LEVELS FOR PULLBACK ENTRIES IF YOU MISSED THE GROWTH RALLY AI Hardware $NVDA -- $120 $ARM -- $119 $TSM -- $177 $AVGO -- $190 $AMD -- $114 Space Economy $RKLB -- $35 $ASTS -- $40 $RDW -- $13 $LUNR -- $11 $PL -- $4 AI Infrastructure $MSFT -- $410 $AMZN -- $186 $GOOGL -- $166 $CRWV -- $92 $NBIS -- $30 Nuclear Energy $OKLO -- $48 $CCJ -- $52 $BWXT -- $122 $CEG -- $277 $VRT -- $93 Cybersecurity $CRWD -- $322 $PANW -- $167 $ZS -- $216 $NET -- $118 $RBRK -- $57 AI Applications $SNOW -- $152 $PLTR -- $104 $MDB -- $228 $DDOG -- $115 $NOW -- $877 Robotics $TSLA -- $299 $ISRG -- $498"
X Link 2025-07-20T11:49Z 347.7K followers, 382.1K engagements
"I see a lot of messages asking if I own $OSCR. I dont. Im a thematic investor. I focus on sectors where I have deep conviction -- where the outcomes feel exponential not incremental. That usually means AI infra space quantum data platforms automation layers. Insurance has never really fit that profile for me. Its complex low-margin and full of incumbents that win by being opaque not efficient. But heres the thing -- I still track Oscar. Closely. Because every now and then a company shows up in a broken system and actually tries to fix it. With software that nudges human behavior in the right"
X Link 2025-07-20T16:09Z 347.6K followers, 41.3K engagements
"$OPEN IS UP 650% THIS MONTH -- WHATS GOING ON"
X Link 2025-07-21T15:46Z 346.8K followers, 266.6K engagements
"MY TOP [--] SMALL-CAP POSITIONS [--]. $RKLB -- Future of Space Logistics [--]. $ASTS -- Bridging Global Connectivity from Space [--]. $VKTX -- One Readout Away from a Rerating in $100B Obesity Race [--]. $BEAM -- Editing the Future of Genetic Medicine [--]. $IONQ -- Push for a Quantum Network"
X Link 2025-07-26T12:41Z 347.7K followers, 350.1K engagements
"10 BIGGEST WINNERS FROM U.S.EU DEAL [--]. $NVDA NVIDIA [--]. $PLTR Palantir [--]. $TSLA Tesla [--]. $AVGO Broadcom [--]. $EOSE Eos Energy [--]. $AMD Advanced Micro Devices [--]. $MU Micron [--]. $OKLO Oklo [--]. $NBIS Nebius [--]. $ASML ASML https://twitter.com/i/web/status/1949531940195020822 https://twitter.com/i/web/status/1949531940195020822"
X Link 2025-07-27T18:06Z 347.6K followers, 608K engagements
"$NVO TRADING AT ALL-TIME LOW VALUATION OF 13X EARNINGS"
X Link 2025-07-30T13:09Z 347K followers, 89.8K engagements
"WATCH THESE KEY FIB LEVELS IF THE PULLBACK CONTINUES AI Hardware $NVDA -- $124 $ARM -- $119 $TSM -- $177 $AVGO -- $197 $AMD -- $117 Space Economy $RKLB -- $23 $ASTS -- $34 $RDW -- $13 $LUNR -- $11 $PL -- $4 AI Infrastructure $MSFT -- $425 $AMZN -- $186 $GOOGL -- $166 $CRWV -- $92 $NBIS -- $31 Nuclear Energy $OKLO -- $34 $CCJ -- $52 $BWXT -- $111 $CEG -- $232 $VRT -- $93 Cybersecurity $CRWD -- $322 $PANW -- $168 $ZS -- $217 $NET -- $124 $RBRK -- $57 AI Applications $SNOW -- $155 $PLTR -- $75 $MDB -- $228 $DDOG -- $115 $NOW -- $877 Robotics $TSLA -- $299 $ISRG -- $498 $SYM -- $31 $QCOM -- $144"
X Link 2025-08-02T13:08Z 347.7K followers, 414.5K engagements
"$GOOGL IS NOW THE MOST PROFITABLE COMPANY IN THE WORLD WITH $116B IN ANNUAL NET INCOME"
X Link 2025-08-03T12:52Z 347.7K followers, 374.5K engagements
"10 COMPANIES WITH THE STRONGEST Q2 EARNINGS SO FAR $PLTR Palantir $MSFT Microsoft $ALAB Astera Labs $META Meta $NBIS Nebius $HOOD Robinhood $DUOL Duolingo $SOFI SoFi $AXON Axon $TMDX TransMedics https://twitter.com/i/web/status/1953799847997583546 https://twitter.com/i/web/status/1953799847997583546"
X Link 2025-08-08T12:45Z 347.6K followers, 528.4K engagements
"NAMES TO WATCH AS AI DATA CENTERS HIT AN ENERGY BOTTLENECK $TSLA -- Megapack lithium-ion batteries for utility-scale data center storage $EOSE -- Zinc-based long-duration storage for grid stability $CCJ -- Uranium supply for nuclear generation $VRT -- Power distribution thermal management & racks for hyperscale data centers $OKLO -- Microreactors providing on-site nuclear generation for data-intensive facilities $CEG -- Largest U.S. nuclear fleet delivering carbon-free baseload $NNE -- Developer of utility-scale wind & solar projects powering AI data loads $VST -- Independent power producer"
X Link 2025-08-16T13:01Z 347.6K followers, 542.4K 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 347.6K followers, 82.8K engagements
"Citron doubles down on their $PLTR short -- saying OpenAI at $500B puts Palantir at $40 😳"
X Link 2025-08-18T13:58Z 347.6K followers, 637.9K engagements
"🟡 DAILY RIP LIVE - KATIE PERRY SHAY BOLOOR + CHRIS CAMILLO PRESENTED BY SURF AIR MOBILITY $SRFM https://x.com/i/broadcasts/1yNGabreLLWJj https://x.com/i/broadcasts/1yNGabreLLWJj"
X Link 2025-08-19T13:00Z 347.5K followers, 18.9K engagements
"Im off to get married See you all next week with a ring on my finger 😏"
X Link 2025-09-04T20:47Z 347.7K followers, 322.9K engagements
"Biggest long-term position locked 👰🏼🤵🏻"
X Link 2025-09-07T21:24Z 347.7K followers, 1.6M engagements
"$HOOD IS ABOUT TO LET RETAIL SHORT STOCKS DIRECTLY 😳"
X Link 2025-09-10T01:25Z 347.7K followers, 299.9K engagements
"$JMIA IS PUSHING TO OVERTAKE AS MY TOP SMALL-CAP HOLDING [--]. $RKLB Rocket Lab [--]. $JMIA Jumia [--]. $IONQ IonQ [--]. $BEAM Beam Therapeutics [--]. $TMDX TransMedics https://twitter.com/i/web/status/1968070128215658678 https://twitter.com/i/web/status/1968070128215658678"
X Link 2025-09-16T21:50Z 347.7K followers, 88K engagements
"$PLTR TO SIGN $920M UK DEAL DURING TRUMPS VISIT"
X Link 2025-09-17T18:38Z 347.6K followers, 145.4K engagements
"HERE ARE THE TOP [--] GROWTH PERFORMERS OF [----] [--]. $OKLO +536% [--]. $OPEN +498% [--]. $MP +369% [--]. $PGY +355% [--]. $IREN +293% [--]. $NBIS +259% [--]. $HOOD +235% [--]. $QBTS +220% [--]. $JMIA +204% [--]. $OUST +184% [--]. $PL +174% [--]. $ONDS +163% [--]. $TEM +161% [--]. $QS +158% [--]. $PLTR +141%"
X Link 2025-09-20T13:04Z 347.6K followers, 423.5K engagements
"WATCH THESE LEVELS FOR PULLBACK ENTRIES IF YOU MISSED THE GROWTH RALLY $NVDA $AMZN $GOOGL $MSFT $META $TSLA $PLTR $AVGO $TSM $AMD $OSCR $OKLO $RKLB $ASTS $IONQ $HIMS $HOOD $SOFI $EOSE $TEM"
X Link 2025-09-21T13:55Z 347.7K followers, 581.8K engagements
"$SNAP UP MORE THAN 15% IN OVERNIGHT TRADING 😳"
X Link 2025-09-22T00:19Z 347.7K followers, 214.2K 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
"Stocks almost always retest the 200-day MA. After big runs in $HOOD $PLTR $OKLO $ASTS $RKLB $IONQ $IREN & $NBIS pullbacks to support are natural. FOMO tempts you to chase but markets come back. Patience is what Buffett built his career on"
X Link 2025-09-28T13:17Z 347.7K followers, 469.6K engagements
"$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
"COMPANIES SUPPLYING THE CORE HARDWARE & AI SYSTEMS USED DIRECTLY IN HUMANOID ROBOTS $TSLA is building the robots & training the brains $NVDA & $AMD run the compute that drives them $LAZR $INVZ $LIDR & $INTC give them the eyes & depth perception to navigate the world"
X Link 2025-10-03T12:35Z 347.5K followers, 287.5K engagements
"$PLTR SHARES FALL AFTER ARMY MEMO FLAGS VERY HIGH RISK SECURITY FLAWS Reuters reported the NGC2 battlefield comms prototype was flagged for vulnerabilities that could let adversaries gain persistent undetectable access"
X Link 2025-10-03T14:24Z 347.6K followers, 268K engagements
"10 MONOPOLIES SHAPING THE FUTURE [--]. $GOOGL owns search [--]. $TSM is the AI factory [--]. $TSLA leads real-world AI [--]. $ASML is the AI kingmaker [--]. $NVDA powers AI compute [--]. $AMZN built global logistics [--]. $AXON runs public safety tech [--]. $PLTR is AIs operating system [--]. $META dominates social media [--]. $MSFT runs enterprise software"
X Link 2025-10-04T11:44Z 347.6K followers, 274.8K engagements
"8 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS [--]. $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 [--]. $TSLA $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing. [--]. $GOOGL $AMZN & $MSFT supply the AI data layer that connects every machine while $ROK & $ZBRA provide the controls scanners & mobile robots that keep"
X Link 2025-10-04T12:35Z 347.7K followers, 735.3K engagements
"$AMZN AT ITS LOWEST VALUATION IN OVER A DECADE"
X Link 2025-10-05T12:11Z 347.6K followers, 572.4K 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 & $SDGR power genAI drug discovery running in-silico experiments thousands"
X Link 2025-10-05T12:51Z 346.3K followers, 213.4K engagements
"$TSLA TEASING A BIG REVEAL TUESDAY Some people think it could involve drones or a new propeller system which would slide right into Teslas vision for real-world AI platforms"
X Link 2025-10-05T19:37Z 347.7K followers, 177.6K engagements
"Breaking down the AI deals between $NVDA $AMD & OpenAI"
X Link 2025-10-06T17:13Z 347.6K followers, 1.6M engagements
"$NVDA to invest up to $2B equity in Elon Musks xAI"
X Link 2025-10-07T23:41Z 347.6K followers, 431.9K engagements
"$NVDA CEO Jensen Huang warned that the next leg of AI compute wont happen without a step-change in power generation saying the real bottleneck is no longer chips but the grid itself. Music to the ears of: $VST $NEE & $CEG running the large-scale utilities supplying that power $OKLO & $EOSE building the next generation of nuclear micro-reactors & long-duration storage to stabilize it $VRT providing the cooling & electrical infra that makes hyperscale sites viable $IREN & $CIFR proving that in the new GPU land-grab its about controlling the power & uptime that let hyperscalers pay by the hour"
X Link 2025-10-08T12:44Z 347.7K followers, 453.4K engagements
"$TSLA is now worth about $1.5T & is worth more than most of the global auto industry combined. The market sees the cars as the cash engine for what it really wants to own: the autonomy self-driving fleets energy storage & robotics that sit on top"
X Link 2025-10-08T13:21Z 347.6K followers, 212.1K engagements
"Real investors know exactly what I mean when I say days like this actually make me smile 🙃"
X Link 2025-10-10T20:09Z 347.7K followers, 353.7K engagements
"DATA CENTERS WILL EAT 12% OF U.S. POWER BY [----] [--] names to watch: $NEE grid buildout $CCJ uranium supply $VST grid generation $VRT power & cooling $CEG nuclear baseload $OKLO micro-nuclear edge $LEU enriched uranium fuel $EOSE long-duration storage"
X Link 2025-10-11T11:36Z 347.7K followers, 368.9K engagements
"WATCH THESE KEY FIB LEVELS ON THIS PULLBACK AI Utility $IREN -- $42 $CIFR -- $12 $GLXY -- $33 $WULF -- $9 $CRWV -- $128 AI Hardware $NVDA -- $154 $TSM -- $241 $ASML -- $875 $ARM -- $144 $AMD -- $178 AI Connectivity $AVGO -- $284 $ALAB -- $180 $CRDO -- $120 $MRVL -- $78 $ANET -- $122 Space Economy $RKLB -- $46 $ASTS -- $63 $RDW -- $7 $LUNR -- $10 $PL -- $11 Nuclear Energy $OKLO -- $94 $CCJ -- $69 $BWXT -- $156 $CEG -- $301 $VRT -- $126 AI Infrastructure $MSFT -- $475 $AMZN -- $211 $GOOGL -- $212 $DOCN -- $34 $NBIS -- $89 Cybersecurity $CRWD -- $433 $PANW -- $190 $ZS -- $260 $NET -- $175 $RBRK"
X Link 2025-10-11T12:36Z 347.7K followers, 608.6K engagements
"Blackstone says the next big thing is chips data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST $CEG $OKLO $CCJ $LEU & $EOSE Demand is $NBIS $IREN $CIFR $WULF & $CRWV"
X Link 2025-10-12T11:16Z 347.7K followers, 844.6K engagements
"Turned my wifes Roth from 20K to 100K in under two years. Time does what timing cant"
X Link 2025-10-13T15:15Z 347.6K followers, 666.6K engagements
"UPDATED FIB LEVELS FOR POPULAR GROWTH STOCKS [--]. $NVDA -- $154 [--]. $AMD -- $178 [--]. $TSLA -- $383 [--]. $HIMS -- $39 [--]. $ASTS -- $70 [--]. $RKLB -- $50 [--]. $TEM -- $77 [--]. $IONQ -- $57 [--]. $JOBY -- $15 [--]. $PLTR -- $133 [--]. $IREN -- $48 [--]. $NBIS -- $93 [--]. $OSCR -- $16 [--]. $CIFR -- $14 [--]. $SOFI -- $22 [--]. $OPEN -- $7 [--]. $HOOD -- $104 [--]. $OKLO -- $125 [--]. $ACHR -- $10 [--]. $ONDS-- $5 https://twitter.com/i/web/status/1979472578508099984 https://twitter.com/i/web/status/1979472578508099984"
X Link 2025-10-18T09:00Z 347.7K followers, 365.8K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing