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# ![@TalosTheGiant Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1106134976108658689.png) @TalosTheGiant Talos

Talos posts on X about $voyg, ai, meta, $rxrx the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1106134976108658689/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106134976108658689/c:line/m:interactions.svg)

- X Week XXXXX -XXXX%

### Mentions: XX [#](/creator/twitter::1106134976108658689/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106134976108658689/c:line/m:posts_active.svg)

- X Week XX +43%

### Followers: XXX [#](/creator/twitter::1106134976108658689/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106134976108658689/c:line/m:followers.svg)

- X Week XX +330%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1106134976108658689/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106134976108658689/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$voyg](/topic/$voyg) #31, [ai](/topic/ai) 16.67%, [meta](/topic/meta) 8.33%, [$rxrx](/topic/$rxrx) #11, [stocks](/topic/stocks) 8.33%, [$meta](/topic/$meta) 5.56%, [$evax](/topic/$evax) #4, [target](/topic/target) 5.56%, [$rklb](/topic/$rklb) #310, [polymarket](/topic/polymarket) XXXX%

**Top accounts mentioned or mentioned by**
[@pagayaltd](/creator/undefined) [@flyarcher](/creator/undefined) [@voyagertech](/creator/undefined) [@unusualwhales](/creator/undefined) [@deitaone](/creator/undefined) [@kobeissiletter](/creator/undefined) [@netflix](/creator/undefined) [@arkinvest](/creator/undefined) [@recursionpharma](/creator/undefined) [@ghtheprophet](/creator/undefined)

**Top assets mentioned**
[Voyager Technologies, Inc. (VOYG)](/topic/$voyg) [Recursion Pharmaceuticals, Inc. Class A Common Stock (RXRX)](/topic/$rxrx) [Metadium (META)](/topic/$meta) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Oracle Corporation (ORCL)](/topic/$orcl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [ARK 21Shares Bitcoin ETF (ARKB)](/topic/$arkb) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [GeneDx Holdings Corp. Class A Common Stock (WGS)](/topic/$wgs) [Shopify Inc (SHOP)](/topic/$shop) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Marvell Technology Inc (MRVL)](/topic/$mrvl)
### Top Social Posts
Top posts by engagements in the last XX hours

"$VOYG: The "Orbit Dominance" Thesis Just Got a National Security Moat. @voyagertech_ just signed a Joint Investment Agreement with UND hosted by the Senate Armed Services Subcommittee Chair. This isn't a standard academic partnershipit is a direct plug-in to the U.S. Space Forces innovation pipeline. Here is why this is a massive catalyst 🧵👇"  
[X Link](https://x.com/TalosTheGiant/status/1998373322438934592)  2025-12-09T12:45Z XXX followers, XX engagements


"$META is officially shifting from "move fast and scrape" to "pay to play" by securing licensing deals with major publishers. This is a calculated defensive moat. While it creates a new cost center it effectively insulates them from the wave of copyright litigation hitting the industry. More importantly it creates a bifurcation in the market: only cash-rich giants can now afford to feed their models high-quality verified journalism leaving smaller competitors to rely on synthetic or lower-quality public data. The quality of the dataset is becoming just as important as compute power and"  
[X Link](https://x.com/TalosTheGiant/status/1996940196823097730)  2025-12-05T13:50Z XXX followers, XX engagements


"$EVAX (+15%): The "Dark Genome" Play Awakening. The market is pricing in the data presented at the ASH Annual Meeting. Evaxion's AI-Immunology platform just delivered a critical proof-of-concept for its EVX-04 AML vaccine. Why this matters: The Target: It targets "Dark Genome" (ERVs) antigens a novel approach to spotting cancer cells that traditional methods miss. Scalability: Unlike many competitors requiring bespoke manufacturing EVX-04 is "off-the-shelf." It is ready for immediate administration making it commercially scalable. Data: Preclinical results showed it effectively prevents tumor"  
[X Link](https://x.com/TalosTheGiant/status/1998096729992831092)  2025-12-08T18:25Z XXX followers, XXX engagements


"Long Duration Assets are free to run. Biotechs are the most sensitive to rates because their cash flows are years away. $RXRX just proved its platform works (REC-4881 data). $EVAX proved its AI thesis (ASH data). Now the macro headwind is gone. The focus shifts entirely to execution"  
[X Link](https://x.com/TalosTheGiant/status/1998832036748853465)  2025-12-10T19:07Z XXX followers, XXX engagements


"1. The Partner: UND is the FIRST university in the U.S. Space Force partnership program. $VOYG is effectively tapping directly into the USSF innovation stream. X. The Mission: The agreement explicitly targets the "pursuit of space dominance" by accelerating Starlab and Golden Dome deployment. X. The Execution: A streamlined framework for rapid prototyping and orbital ops research. The "Landlord of Orbit" just secured its most important tenant: National Security"  
[X Link](https://x.com/TalosTheGiant/status/1998373326637478264)  2025-12-09T12:45Z XXX followers, XXX engagements


"$RKLB: The Ultimate Flex in Operational Efficiency. Rocket Lab just announced they are expediting the KAIST mission to launch in less than XX hours slotting it immediately before the JAXA mission scheduled for Friday. The Logistics: This means executing two orbital launches from the same pad in XX hours. This is not just "launch cadence" this is the definition of Responsive Space. While legacy competitors struggle with delays Rocket Lab is shuffling manifest slots on the fly to maximize throughput. With this mission (Launch #19) they have officially crushed their 2024 record (16 launches)."  
[X Link](https://x.com/TalosTheGiant/status/1998824343564886403)  2025-12-10T18:37Z XXX followers, XX engagements


"The Bull Case Checklist: Tuesday's JOLTS lands in the "Goldilocks" zone (7.2M). Powell avoids a hawkish surprise on Wednesday. If these hit the uncertainty premium evaporates. Expect a chase into 2026 for speculative leaders like $VOYG and $RXRX"  
[X Link](https://x.com/TalosTheGiant/status/1997663545798938808)  2025-12-07T13:44Z XX followers, XXX engagements


"Cathie Wood's @ARKInvest $ARKK and $ARKW ETFs just NUKED $14M of $IRDM. Legacy space is officially out. Instead they are rotating hard into the next wave: $15M+ into $TTD & $BIDU Massive add to our watchlist favorite $RXRX $1.5M Loading up on $SHOP $ARKB $HOOD $WGS and $CRSP They are funding this shopping spree by trimming winners like $TSLA and $META. We have been pounding the table on @RecursionPharma ( $RXRX ) for months. When Ark starts allocating millions here you know the institutional party is just starting. #StockMarket #Investing"  
[X Link](https://x.com/TalosTheGiant/status/1998018981265842273)  2025-12-08T13:17Z XX followers, XXX engagements


"Polymarket is screaming XX% chance the Fed cuts 25bps this Wednesday. This is the highest probability signal we have seen all year. The "decision" is practically done. This means the actual trade isn't the rate cut itself but the reaction to the 2026 Dot Plot. If the dots confirm easing the rotation accelerates. 👇👇👇"  
[X Link](https://x.com/TalosTheGiant/status/1998087870431584481)  2025-12-08T17:50Z XX followers, XX engagements


"Once the news hits what is your move #FOMC #Fed #Polymarket #Stocks #RateCut #Trading"  
[X Link](https://x.com/TalosTheGiant/status/1998087877734150618)  2025-12-08T17:50Z XX followers, XXX engagements


"This sets a critical regulatory precedent. If the door opens for $NVDA H200 it effectively clears the runway for $AMD to ship its own China-compliant variants of the MI300 series. The "China Revenue" line item which many analysts had written off to zero due to export controls is suddenly back on the table for both giants. The "Geopolitical Discount" on semi stocks just got a little smaller. #Nvidia #AMD #Semiconductors #China #TradeWar #H200 #StockMarket"  
[X Link](https://x.com/TalosTheGiant/status/1998100956987236546)  2025-12-08T18:42Z XX followers, XXX engagements


"With $413M in cash and a strengthening defense backstop the risk/reward profile is shifting rapidly. Does this partnership push $VOYG past key resistance levels News: #Voyager #VOYG #Space #Defense #Starlab"  
[X Link](https://x.com/TalosTheGiant/status/1998373329120711020)  2025-12-09T12:45Z XX followers, XXX engagements


"$VOYG: The "Defense Engine" Keeps Printing. Voyager has secured a $21M contract to advance Airborne Mission Capabilities. Why this matters for the Space Thesis: While the market focuses on Starlab (the long-term play) the Defense segment is doing the heavy lifting right now. This $21M isn't just revenue; it is non-dilutive fuel. Unlike pure-play space companies that survive on shareholder dilution Voyager is funding its orbital ambitions with steady defense cash flow. The bridge to the Starlab era is being paved with defense contracts. The floor is solid. News: #Voyager #VOYG #Defense"  
[X Link](https://x.com/TalosTheGiant/status/1998789463980290244)  2025-12-10T16:18Z XX followers, XX engagements


"This is the definition of "Goldilocks." The market feared that a strong labor market (7.67M JOLTS) would force the Fed to pause or lift the dot plot. They didn't. We now have a Fed cutting rates into a strong economy. This is not a "recession cut"; it is a "normalization cut." That is rocket fuel for risk assets"  
[X Link](https://x.com/TalosTheGiant/status/1998832031300477327)  2025-12-10T19:07Z XXX followers, XX engagements


"Capital Intensity just got cheaper. For heavy CapEx names like Rocket Lab ($RKLB) building Neutron and Voyager ($VOYG) building Starlab the cost of capital matters. With the path to XXX% locked in for 2026 the financing risk for these multi-year infrastructure projects decreases significantly"  
[X Link](https://x.com/TalosTheGiant/status/1998832034005795263)  2025-12-10T19:07Z XXX followers, XX engagements


"$ACHR: Saudi Arabia clears the runway for takeoff. Saudi Arabias aviation regulator (GACA) just signed a strategic pact with @flyarcher to fast-track eVTOL operations explicitly modeling their rules on the FAA framework. Regulatory alignment is the ultimate accelerant here. By adopting FAA standards instead of creating a new rulebook GACA has effectively removed the biggest bottleneck in aviation: certification redundancy. This transforms Archer's US progress into immediate global currency opening the door to Riyadh and Red Sea Global without years of bureaucratic friction. In the eVTOL race"  
[X Link](https://x.com/TalosTheGiant/status/1998875380271427857)  2025-12-10T22:00Z XXX followers, XXX engagements


"$ORCL vs. The Fed Rally What to Watch Today 1/4 $ORCL: The Morning After the Fed Party Yesterday the market closed on a high note post-Fed. But Oracles earnings dropped after the bell and futures are now flashing red. The gains from the "Fed Pivot" excitement are being tested by tech reality in the pre-market. Is this pre-market drop a knee-jerk reaction or a warning sign Lets analyze before the bell rings. 🧵"  
[X Link](https://x.com/TalosTheGiant/status/1999088020213911738)  2025-12-11T12:04Z XXX followers, XX engagements


"2/6 The Bull Case: The $XX Billion Backlog. Lets look at the raw demand signal. Broadcoms AI backlog has surged to a staggering $XX Billion. This confirms the "Oracle Thesis": The demand for AI infrastructure is insatiable. Big Tech (Meta Google etc.) is lining up for Broadcoms custom silicon (ASICs) and networking gear. Revenue isn't the problem; the order book is overflowing"  
[X Link](https://x.com/TalosTheGiant/status/1999446502368846058)  2025-12-12T11:49Z XXX followers, XX engagements


"3/6 The Bear Case: Margin Compression (The "Mix Shift"). Here is why the stock is down. AI chips have lower margins compared to Broadcoms legacy software business (like VMware). As AI revenue becomes a larger slice of the pie the overall gross margin percentage gets diluted. Wall Street loves AI growth but it hates seeing "profitability per unit" decline. This is a structural "mix shift" issue"  
[X Link](https://x.com/TalosTheGiant/status/1999446504877043860)  2025-12-12T11:49Z XXX followers, XX engagements


"$PGY: The Funding Engine is firing on all cylinders. @Pagayaltd just closed a $500M ABS deal (PAID 2025-8) bringing its total capital raised year-to-date to over $X Billion. The Signal: Ignore the stock price volatility watch the bond market. Institutional investors (74 unique names this year) are lining up to fund Pagaya's loans and crucially the cost of capital is decreasing. While traditional lenders tighten standards Pagaya's AI-driven underwriting is securing AAA ratings and consistent liquidity. In Fintech access to cheap capital is the ultimate moat. Pagaya has cracked the code. News:"  
[X Link](https://x.com/TalosTheGiant/status/1998852723106517007)  2025-12-10T20:30Z XXX followers, XXX engagements


"THREAD: $AVGO Earnings The "Margin" Reality Check 1/6 $AVGO: Another "High-Quality" Drop Just like Oracle earlier this week Broadcom delivered a mixed bag that punished the stock pre-market (-6.7%). The Headline: Revenue target set at $19.1B for Q1 2026. The Plot Twist: While demand is exploding management warned of margin pressures. Is the AI profit engine sputtering or is this just growing pains 🧵"  
[X Link](https://x.com/TalosTheGiant/status/1999446498849763415)  2025-12-12T11:49Z XXX followers, XX engagements


"4/6 Comparison: $ORCL vs. $AVGO Both stocks got hit but for different reasons: $ORCL Problem: Supply Constraint. $AVGO Problem: Margin Squeeze. Commonality: Both confirm the AI Supercycle is alive but valuations were priced for perfection"  
[X Link](https://x.com/TalosTheGiant/status/1999446767147057668)  2025-12-12T11:50Z XXX followers, XX engagements


"5/6 Sector Watch: Nasdaq & Semis. Futures are telling the story: Nasdaq is down (-0.53%) while Dow is green (+0.25%). This is a rotation. Broadcom is a heavyweight. Its drop will likely drag down peers like $AMD $MRVL and maybe even $NVDA today. The fear: If Broadcoms margins are squeezed by AI costs is everyone else next"  
[X Link](https://x.com/TalosTheGiant/status/1999446769843786159)  2025-12-12T11:50Z XXX followers, XX engagements