# ![@Yeah_Dave Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::942906776562819072.png) @Yeah_Dave YeahDave

YeahDave posts on X about $asts, $eose, $te, $hood the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::942906776562819072/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::942906776562819072/c:line/m:interactions.svg)

- [--] Week [-------] +66%
- [--] Month [---------] -23%
- [--] Months [----------] +16,941%
- [--] Year [----------] +353,280%

### Mentions: [--] [#](/creator/twitter::942906776562819072/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::942906776562819072/c:line/m:posts_active.svg)

- [--] Week [--] -30%
- [--] Month [---] +32%
- [--] Months [---] +1,189%
- [--] Year [---] +5,546%

### Followers: [------] [#](/creator/twitter::942906776562819072/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::942906776562819072/c:line/m:followers.svg)

- [--] Week [------] +1.30%
- [--] Month [------] +14%
- [--] Months [------] +5,649%
- [--] Year [------] +11,160%

### CreatorRank: [-------] [#](/creator/twitter::942906776562819072/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::942906776562819072/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  47.12% [finance](/list/finance)  #6041 [cryptocurrencies](/list/cryptocurrencies)  11.54% [countries](/list/countries)  8.65% [technology brands](/list/technology-brands)  7.69% [automotive brands](/list/automotive-brands)  #5667 [financial services](/list/financial-services)  0.96% [celebrities](/list/celebrities)  0.96%

**Social topic influence**
[$asts](/topic/$asts) #110, [$eose](/topic/$eose) #63, [$te](/topic/$te) #43, [$hood](/topic/$hood) #432, [$nbis](/topic/$nbis) #125, [$cccx](/topic/$cccx) #6, [ai](/topic/ai) 7.69%, [$joby](/topic/$joby) #22, [$rklb](/topic/$rklb) #95, [we are](/topic/we-are) #860

**Top accounts mentioned or mentioned by**
[@stonkshepherd](/creator/undefined) [@spacanpanman](/creator/undefined) [@yeahdave](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@blackscholesman](/creator/undefined) [@grok](/creator/undefined) [@shubidhubi](/creator/undefined) [@prasadmaddali20](/creator/undefined) [@inspiredhustle8](/creator/undefined) [@bigpairs](/creator/undefined) [@pantarhei68](/creator/undefined) [@balld00d](/creator/undefined) [@thraxxks](/creator/undefined) [@denebulord](/creator/undefined) [@docofgothm](/creator/undefined) [@monomaniac909](/creator/undefined) [@memely](/creator/undefined) [@stonefoxcapital](/creator/undefined) [@purpleskurp](/creator/undefined) [@ascentsolar](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Strategy (MSTR)](/topic/$mstr) [RAI Finance (SOFI)](/topic/$sofi) [Bitcoin (BTC)](/topic/$btc) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [QuantumScape Corporation (QS)](/topic/$qs) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [First Solar, Inc. (FSLR)](/topic/$fslr) [SPX6900 (SPX)](/topic/$spx) [Redwire Corporation (RDW)](/topic/$rdw) [IonQ, Inc. (IONQ)](/topic/$ionq) [10s (10S)](/topic/$10s) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Bloom Energy Corporation (BE)](/topic/$be) [The Official [--] Coin (89) (89)](/topic/$89) [Born in [--] (19)](/topic/$19) [Iris Energy Limited (IREN)](/topic/$iren)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CCCX Infleqtion / $INFQ So much is being held back waiting for the de-SPAC. Tomorrow marks [--] years of the United States Space Force protecting the prosperity of our nation and allies through space superiority. Infleqtion is proud to lead in applying quantum tech to crucial space-based initiatives - heres to the future of quantum in the final frontier https://t.co/zAY2bu1fNk Tomorrow marks [--] years of the United States Space Force protecting the prosperity of our nation and allies through space superiority. Infleqtion is proud to lead in applying quantum tech to crucial space-based initiatives"  
[X Link](https://x.com/Yeah_Dave/status/2002463917269020896)  2025-12-20T19:39Z 16.4K followers, 24K engagements


"For $IREN isn't it [---] MW of energized non-crypto centers currently All of this is in their British Columbia sites (Mackenzie [--] MW Prince George [--] MW Canal Flats [--] MW). The demand is so high I think both will do well but $NBIS is not having to convert bitcoin miners. @Yeah_Dave And yet Iren has 4.5GW of CONTRACTED power and trades for half the valuation. @Yeah_Dave And yet Iren has 4.5GW of CONTRACTED power and trades for half the valuation"  
[X Link](https://x.com/Yeah_Dave/status/2022019149166522448)  2026-02-12T18:45Z 16.4K followers, 11.5K engagements


"People are becoming way too bearish. The anxiety and fear is palpable. Meanwhile the flows are about to turn next week. Corporate buybacks are about to flip from seasonal lows to the highest daily buyback volume of the year ($30-50B per week) for the next six weeks. These whiplash moves in individual stocks are almost comical in severity but not surprising. Expect more of this in [----]. This won't be an "everything goes up" year like [----]. Picking the right names/sectors is key. Keeping risk and margin low is essential to survive this. A lot https://t.co/V3zOOtbXme These whiplash moves in"  
[X Link](https://x.com/Yeah_Dave/status/2022414253421166765)  2026-02-13T20:55Z 16.4K followers, 14.9K engagements


"The bottleneck is energy not GPUs. It's what I've been saying over and over again. You need to pick your energy players before the market fully catches on. Energy desperation season is coming. $EOSE $FLNC $TE $FSLR $MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut). He is also saying he doesn't want to over buy one generation of $NVDA GPUs. https://t.co/Cn55Njzy2r $MSFT's Satya is saying that compute is not the bottleneck but energy and data"  
[X Link](https://x.com/Yeah_Dave/status/1984692319850020933)  2025-11-01T18:41Z 16.4K followers, 32.7K engagements


"The Principal Director of Space Technology at the Department of War/DOD listed $ASTS AST SpaceMobile and $RKLB Rocketlab as his top two new space companies. Describing them as having "crossed a real line. Not in funding or ambition. In delivered capability.""  
[X Link](https://x.com/Yeah_Dave/status/2005363942475116567)  2025-12-28T19:43Z 16.4K followers, 103K engagements


"$NBIS earnings call notes: [----] Adj. EBITDA margins will hit 40% 100% of customers use the software platform Tavily acquisition adds agentic AI to their software stack which will be an asset for future developers who will rent out their compute $16B-$20B Capex for [----]. with 60% financed by customer pre-payments (WTF) GPU rental prices rising (even on old compute) Contracts getting longer & richer Demand is so sold out that customers are literally paying to build the data centers for them. Pricing power is increasing. $NBIS going from [--] data centers to [--] centers is crazy. Now operating cash"  
[X Link](https://x.com/Yeah_Dave/status/2021952277557514626)  2026-02-12T14:19Z 16.4K followers, 22.1K engagements


"In the prior post in this series the data suggested that "the Santa stretch marks are showing" but that we had "a little more room to crank up the juice just a little longer." Part 2: What has http://x.com/i/article/2013329848060809216 http://x.com/i/article/2013329848060809216"  
[X Link](https://x.com/Yeah_Dave/status/2013366852530118715)  2026-01-19T21:43Z 16.4K followers, 93.8K engagements


"$CCCX $INFQ Price action is liquidity driven. They keep stacking contracts & hires. With 60% margin/maint requirement the SPAC was always going to be liquidity starved. I added at $11 would love to add $10 if given. Looking forward to building a long-term core position. $CCCX Infleqtion / $INFQ So much is being held back waiting for the de-SPAC. https://t.co/EdORqfcgZL $CCCX Infleqtion / $INFQ So much is being held back waiting for the de-SPAC. https://t.co/EdORqfcgZL"  
[X Link](https://x.com/Yeah_Dave/status/2021314483478511679)  2026-02-10T20:05Z 16.4K followers, [----] engagements


"These whiplash moves in individual stocks are almost comical in severity but not surprising. Expect more of this in [----]. This won't be an "everything goes up" year like [----]. Picking the right names/sectors is key. Keeping risk and margin low is essential to survive this. A lot of churn and rebalancing is occurring under the surface while the indexes barely move. We are seeing larger swings under the surface than during COVID. Avoid developing an emotional bias during this. JPM I also again want to highlight what I said earlier: "I anticipate the next phase will be a turbulent and exhausting"  
[X Link](https://x.com/Yeah_Dave/status/2021681004063453552)  2026-02-11T20:21Z 16.4K followers, 50.9K engagements


"At this point just assume you'll be down 10% after earnings regardless of the result"  
[X Link](https://x.com/Yeah_Dave/status/2021730166389842381)  2026-02-11T23:36Z 16.4K followers, 15.8K engagements


"One of my largest red days ever (fully deployed no puts). Had discussed planning to hedge today but got distracted by $NBIS in the morning. Oops. Getting smacked on $HOOD in hindsight could have waited longer to add but a 50% pullback is good enough for a long term position. YTD not as green after the recent -30% on $ASTS $RKLB and $EOSE. Still have a lot of refining to do but overall a significant improvement compared to Nov/Dec and the portfolio continues to make higher lows. In the morning I harvested my 2x on $BE and closed $SOFI and added to $NBIS. I plan to rotate the rest into $ASTS"  
[X Link](https://x.com/Yeah_Dave/status/2022014840462880910)  2026-02-12T18:27Z 16.4K followers, 12.4K engagements


"$CCCX 0.09% Wow everyone wanted to keep their shares. 🎉 ITS DONE $CCCX shareholders just approved the Infleqtion merger. Only 0.09% redemptions. That's [-----] shares out of 41+ million. In SPAC land that's a phenomenal outcome especially in this volatile market. The numbers: - $551M gross proceeds to Infleqtion - $425M from 🎉 ITS DONE $CCCX shareholders just approved the Infleqtion merger. Only 0.09% redemptions. That's [-----] shares out of 41+ million. In SPAC land that's a phenomenal outcome especially in this volatile market. The numbers: - $551M gross proceeds to Infleqtion - $425M from"  
[X Link](https://x.com/Yeah_Dave/status/2022140867168051696)  2026-02-13T02:48Z 16.4K followers, 16.1K engagements


"The point isn't that we have to immediately V reverse from here so go full balls to the wall margin long. But give me a break with all of these -30% $SPY correction posts"  
[X Link](https://x.com/Yeah_Dave/status/2022431473635311635)  2026-02-13T22:03Z 16.4K followers, [----] engagements


"The bearish anxiety has become too pervasive. This is a mundane risk off/choppy period. People are gambling and over-invested and the angst is amplified. As I said two days ago "a lot of churn and rebalancing is occurring under the surface while the indexes barely move. We are seeing larger swings under the surface than during COVID. Avoid developing an emotional bias during this." Meanwhile Ive seen the same $SPY / $QQQ "topping pattern" chart [--] times today with everyone pointing to the Tariff Tantrum as the blueprint for the next crash. What is happening under the surface is rebalancing"  
[X Link](https://x.com/Yeah_Dave/status/2022488556124746101)  2026-02-14T01:50Z 16.4K followers, 39K engagements


"$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Lets get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a $5M-$10M market cap. They burn millions in cash. [----] Revenue: $40k. [----] Revenue (YTD): $60k. They generate less revenue than a single Tesla Model Y. They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a $5M mcap "company". Yikes. To most this is "uninvestable"  
[X Link](https://x.com/Yeah_Dave/status/2000320348517195830)  2025-12-14T21:41Z 16.2K followers, 205.9K engagements


"@Stonefoxcapital Why do you fake portfolio managers and AI slop "bears" keep refuting things that are easily searchable. Saudi Telecom for one mentions it in their disclosures. Tell me what is 9% of $20.2B That is for just one small MNO. They have prepaid $ASTS the first $175M"  
[X Link](https://x.com/Yeah_Dave/status/2000382535642251555)  2025-12-15T01:48Z 16.2K followers, [----] engagements


"@Purpleskurp @SJCapitalInvest @grok The key is that Globalfoundries is not domestic/US owned. It is owned by Mubadala Investment Company which is the sovereign wealth fund of the United Arab Emirates (UAE). The ultimate beneficial owner is a foreign government entity"  
[X Link](https://x.com/Yeah_Dave/status/2007701263065198732)  2026-01-04T06:30Z 16.2K followers, [---] engagements


"$SKYT SkyWater - The Bullish Counter-Response The "Unicorn" Case for SkyWater Technology SkyWater is the only publicly traded chip manufacturing company that is: -US owned (No foreign parent) -Trusted (DMEA Accredited for classified chips/IP) -Pure-play (works with anyone. Does not compete with its customers.) It is a specialty foundry focused on an ever expanding array of advanced use cases in collaboration with its many customers. It may be a inflecting right now on the back of the US/Military AI domestic buildout. Read the Bear Case and Intro Post quoted below. This is the bullish"  
[X Link](https://x.com/Yeah_Dave/status/2009384663786377364)  2026-01-08T22:00Z 16.3K followers, 58.3K engagements


"Data centers in space you say Hmm. Interesting. Interesting. Tell us more $ASTI @AscentSolar "#Solarpower is front and center in the race to launch satellite data centers into space where #AI stakeholders aim to take advantage of 24/7 sunlight & ambient cooling" Via @cleantechnica: https://t.co/XxWRBmqZVj #energytwitter #spacetwitter $ASTI "#Solarpower is front and center in the race to launch satellite data centers into space where #AI stakeholders aim to take advantage of 24/7 sunlight & ambient cooling" Via @cleantechnica: https://t.co/XxWRBmqZVj #energytwitter #spacetwitter $ASTI"  
[X Link](https://x.com/Yeah_Dave/status/2011106465726058930)  2026-01-13T16:02Z 16.3K followers, 10.2K engagements


"$OSS Closed half of my position at $12.50. Saw a 5x from a $1M exploratory contract. The profits were worth more than the actual contract itself. Had to lock that in. Will gladly add back higher once they secure the $200M order. Other half of the position still in play for now $OSS +300% Nice Finding these before the crowd shows up is critical. Though it feels like we are entering into a thematic meme coin cycle. Not always a bad thing if there is still substance underneath. Hopefully they raise money to help increase their odds of success. https://t.co/CtCIoiNRNY $OSS +300% Nice Finding"  
[X Link](https://x.com/Yeah_Dave/status/2011139017375695202)  2026-01-13T18:11Z 16.4K followers, 17.9K engagements


"Ending the day nearly flat. $QQQ $IWM and $ARKK puts putting in a lot of work. Added more on the mid day complacency bounce. YTD now over 100% 🤯 Bought $QQQ $IWM & $ARKK puts today. Had some trouble sizing ARKK due to surprisingly low volume so I sized up the IWM & QQQ puts to compensate based on my risk models. Hope these expire worthless but Im not driving this fast without insurance. https://t.co/SjOQ9DYQoZ YTD now over 100% 🤯 Bought $QQQ $IWM & $ARKK puts today. Had some trouble sizing ARKK due to surprisingly low volume so I sized up the IWM & QQQ puts to compensate based on my risk"  
[X Link](https://x.com/Yeah_Dave/status/2013718749942268349)  2026-01-20T21:02Z 16.3K followers, [----] engagements


"$SKYT SkyWater I am out of this position for a 2.25x gain. There is still a decent chance the US Gov or a serious buyer gets involved but that takes time. Plus the upside is likely capped now that ownership has anchored the price at $35. $IONQ just bought three fabs while narrowing $SKYT's potential undercutting the domestic onshoring vision and significantly limiting the customer base. This likely becomes a huge money pit but I guess its easy to throw around other people's money. I get they want to be "the $NVDA of Quantum" but maybe have a scalable product first before you buy three"  
[X Link](https://x.com/Yeah_Dave/status/2015868924345385063)  2026-01-26T19:26Z 16.3K followers, 13K engagements


"$SKYT Pretty much. Man what a waste. Oh well we move on. @JaguarAnalytics As a $SKYT shareholder I feel like I woke up to my house being broken into. @JaguarAnalytics As a $SKYT shareholder I feel like I woke up to my house being broken into"  
[X Link](https://x.com/Yeah_Dave/status/2015931070726996407)  2026-01-26T23:33Z 16.3K followers, [----] engagements


"$FLNC Battery and energy storage I remember the following morning they dumped it back down -16%. Did I miss something Maybe I'm a moron and everyone else saw something I didn't Nope. Now $FLNC is up 100%. You have to know what you own. There is so much noise in this market. $FLNC +13% after hours on earnings Will dig into the earnings info over the next day or two. These battery and energy names are going to be hot next year. $FLNC +13% after hours on earnings Will dig into the earnings info over the next day or two. These battery and energy names are going to be hot next year"  
[X Link](https://x.com/Yeah_Dave/status/2016217488728735957)  2026-01-27T18:31Z 16.3K followers, [----] engagements


"$HOOD Quietly waiting for the shortsighted to give me sub $100 to double my position size. Since the last time $HOOD was sub $100 we now have: 🔹A monster predictions market rivaling the equities side. 🔹Banking (checking and savings which I now use). 🔹Gold membership explosion (great credit card I also use daily). 🔹Private Wealth and Institutional Expansion: Massive RIA channel via TradePMR and the Bitstamp acquisition. Each alone could eventually be a $40B business. Soon / Rolling out: 🔹Cortex AI (Personalized actionable AI with accurate market data. People underestimating the value of"  
[X Link](https://x.com/Yeah_Dave/status/2016235117375848579)  2026-01-27T19:41Z 16.3K followers, 27.1K engagements


"@spacanpanman Yea wouldn't surprise me if they were betting on retail's short memory by concentrating the poison all at once (huge dilution & huge earnings/guidance miss all in one intentionally scamy quick combo). Now they can "beat" & people don't realize $RDW is already well past ATH mcap"  
[X Link](https://x.com/Yeah_Dave/status/2016380694231212303)  2026-01-28T05:19Z 16.3K followers, [----] engagements


"$EOSE I'm not getting distracted by the disrespect coming from some of the OG's who got wealthy off of the work of a small company out of Pittsburgh. This team clawed back from bankruptcy and is now working to change how the world uses energy. Trash talking the company before you even know the results isn't "transparency" or "saying it like it is". Q4 earnings will be pivotal. I remain optimistic that they haven't been misleading us. Ill wait for the actual results before passing judgment. And then I will pass judgement. $EOSE What they announced this morning was incredible No one else can do"  
[X Link](https://x.com/Yeah_Dave/status/2016638645256790072)  2026-01-28T22:24Z 16.2K followers, 14.1K engagements


"$JOBY Really interesting and slick transaction structure. I used to see stuff like this & just gloss over it as "too fancy" or "too complicated" for my layman retail investor brain. That is a mistake. Let's not sell ourselves short. Let's work through it together even if you don't care about $JOBY. We'll learn a lot this way. Joby is a company building electric flying taxis (eVTOLs think futuristic helicopters/car combo that take off vertically and run on batteries/hydrogen). They're trying to launch air taxi services like Uber but in the sky. It's exciting flying car stuff but it's expensive"  
[X Link](https://x.com/Yeah_Dave/status/2016656624124076292)  2026-01-28T23:36Z 16.2K followers, 43.1K engagements


"Added some $JOBY in the $10's. Think -20% is a bit overdone once you understand the deal structure and why they need the money. Regardless this is a late 2026/2027 play for me. $JOBY Really interesting and slick transaction structure. I used to see stuff like this & just gloss over it as "too fancy" or "too complicated" for my layman retail investor brain. That is a mistake. Let's not sell ourselves short. Let's work through it together even if you $JOBY Really interesting and slick transaction structure. I used to see stuff like this & just gloss over it as "too fancy" or "too complicated""  
[X Link](https://x.com/Yeah_Dave/status/2016924255284580794)  2026-01-29T17:19Z 16.3K followers, 24.9K engagements


"$JOBY is hitting an interesting technical spot as well. It's a balance of high CapEx vs upcoming catalysts: military/DOW partnerships/Toyota IP licensing & FAA cert. They are ramping to more than double manufacturing capacity to [--] aircraft a month. Now with $2.6B cash. Added some $JOBY in the $10's. Think -20% is a bit overdone once you understand the deal structure and why they need the money. Regardless this is a late 2026/2027 play for me. Added some $JOBY in the $10's. Think -20% is a bit overdone once you understand the deal structure and why they need the money. Regardless this is a"  
[X Link](https://x.com/Yeah_Dave/status/2016951590192910721)  2026-01-29T19:08Z 16.3K followers, 14.8K engagements


"$JOBY will likely be a slow burn for a good bit then move all at once. I love owning pieces of revolutionary or essential technology. These can compound nicely over the long term if you can be patient"  
[X Link](https://x.com/Yeah_Dave/status/2016958174058991781)  2026-01-29T19:34Z 16.2K followers, [----] engagements


"@StonkShepherd I sold stuff through this month. Such as $SKYT (full) $PATH (full) $SOFI (full) $VELO (full) $OSS (half). Took profits on leveraged $TE position. Trimmed $BTCI (everyone & their mother is shorting BTC maybe short $BTC was the better hedge 😅). Puts started roughly last week"  
[X Link](https://x.com/Yeah_Dave/status/2016982386316366130)  2026-01-29T21:10Z 16.3K followers, [---] engagements


"$EOSE MN8 Energy (formerly part of Goldman Sachs) is one of the largest independent solar + battery infrastructure players in the US. It primarily serves enterprise-scale customers across [--] states. Their newly approved big solar project will use zinc batteries. $eose How bout dem apples [--] MW project approved for MN8 with Eos specd (but not final) https://t.co/VXC1K8m5Pq https://t.co/lIXmtPdt4g (note: should say [---] kWh I believe) https://t.co/yK7pdp8JS5 $eose How bout dem apples [--] MW project approved for MN8 with Eos specd (but not final) https://t.co/VXC1K8m5Pq https://t.co/lIXmtPdt4g"  
[X Link](https://x.com/Yeah_Dave/status/2017030541875564974)  2026-01-30T00:22Z 16.3K followers, 10.6K engagements


"I'm watching this as well. Vigoride-7 is $ASTI's first major commercial solar deployment. $MNTS has a "do or die" shareholder vote on Feb 6: either approve massive dilution or face potential bankruptcy weeks before the big launch. If $MNTS survives then launch is in March. Ive been digging again into Ascents thin-film solar tech and one thing stands out. Momentus owns U.S. Patent [--------] (granted March 2024) for a rollable tape spring solar array the mechanical deployment system that makes ASTIs integration possible. Together $MNTS and https://t.co/kmMJYiPqTJ Ive been digging again into"  
[X Link](https://x.com/Yeah_Dave/status/2018035244356759598)  2026-02-01T18:54Z 16.3K followers, 25.9K engagements


"That's fine. I'm not a magical wizard who conveniently buys the exact bottom. People forget I started $TE at $4 and ate -35% but kept accumulating into $2.50-$2.80. $FLNC I started at $18 and accumulated down -20%. $EOSE I was often down -20% etc. How long do you think I patiently sat underwater on $RKLB and $ASTS While those were deeply researched positions I couldn't be shaken out of I've made clear that the $MSTR trade is just a trade. I think it is interesting so I shared it but I would not recommend it if you don't have your house in order. I will probably gradually keep accumulating"  
[X Link](https://x.com/Yeah_Dave/status/2018050644045873383)  2026-02-01T19:55Z 16.3K followers, 23.8K engagements


"The overnight/morning panic has been a goldmine lately. Still keeping a good bit of cash available. Most of my positions have not made a new low vs Dec. Liquidity is still rotating out of risk/high beta. - $ONDS: Started a position at the EMA50 ($10.25) while I go through all of the acquisitions (Rotron Roboteam Sentrycs Apeiro Insight 4M and Smart Precision). - $HOOD: Skipped straight to adding at $90. I suspect the speed of the selling is in large part TA and liquidity driven. Expansion into the UK is great to see. - $MSTR: entry was at $141 not much of a dip yet (despite the going to zero"  
[X Link](https://x.com/Yeah_Dave/status/2018416782344892798)  2026-02-02T20:10Z 16.4K followers, 27.5K engagements


"$ASTS is $GOOGL's largest public investment and a strategic partner. How much should $ASTS be priced at Currently $38B $ASTS tech is ahead of Starlink & is already launching massive solar orbital compute/data management satellites (each the size of the Hubble Telescope)"  
[X Link](https://x.com/Yeah_Dave/status/2018445645598937386)  2026-02-02T22:05Z 16.3K followers, 37.5K engagements


"@BlackScholesMan Every day I am reminded about how the $IONQ dough boy + quick buck PE greed ruined $SKYT"  
[X Link](https://x.com/Yeah_Dave/status/2018463486716915987)  2026-02-02T23:16Z 16.3K followers, [----] engagements


"It's hard to fully appreciate the size of $ASTS satellites. They are massive solar and communications arrays designed to process significant amounts of data with very low latency. Scale image comparing an ASTS satellite a human and the Hubble Telescope. $ASTS is $GOOGL's largest public investment and a strategic partner. How much should $ASTS be priced at Currently $38B $ASTS tech is ahead of Starlink & is already launching massive solar orbital compute/data management satellites (each the size of the Hubble Telescope). https://t.co/456PdnErgu $ASTS is $GOOGL's largest public investment and a"  
[X Link](https://x.com/Yeah_Dave/status/2018497835285766338)  2026-02-03T01:32Z 16.2K followers, 20.3K engagements


"Many names down 30%-50%. Deployed big chunk of cash (32% cash down to 15%). Took profits on Feb puts Ended day +16% Margin gradually cleaning up ✅Greenland ✅Minnesota ICE ✅Fed Pick ✅Metals wash out ✅Shutdown 🟩Iran 🟩 The overnight/morning panic has been a goldmine lately. Still keeping a good bit of cash available. Most of my positions have not made a new low vs Dec. Liquidity is still rotating out of risk/high beta. - $ONDS: Started a position at the EMA50 ($10.25) while I go through The overnight/morning panic has been a goldmine lately. Still keeping a good bit of cash available. Most of"  
[X Link](https://x.com/Yeah_Dave/status/2018799834422198720)  2026-02-03T21:32Z 16.2K followers, 11.4K engagements


"Considered the "no brainer" play; the Mag7 hyperscaler first order AI names continue to disappoint ( $NVDA $AMD $MSFT $META etc) while money rotates into the relentless Space and Energy bid. As massive CAPEX hits full throttle in [----] buybacks/dividend growth erode. [----] is an awkward transition year: spending surging while the fruits of that effort need time to be harvested. I suspect the hyperscalers may underperform expectations $GOOG $AMZN $META $MSFT (Chart GS) https://t.co/lR6OczsQpy As massive CAPEX hits full throttle in [----] buybacks/dividend growth erode. [----] is an awkward"  
[X Link](https://x.com/Yeah_Dave/status/2018808702388858949)  2026-02-03T22:07Z 16.2K followers, 10.1K engagements


"Seeing so many people getting wrecked down 50%-70% just from the last few days. Reckless margin use and risk taking. Several are acting as if they are brave martyrs fighting to the last breath. That is not "conviction". That is the flailing of a poisoned mind"  
[X Link](https://x.com/Yeah_Dave/status/2018906357710360602)  2026-02-04T04:35Z 16.3K followers, 15.6K engagements


"Big carnage day. YTD still green Deployed more cash. Rotated more of the profits from puts into shares. Put size is now 50% of original. Added: $HOOD $ASTS $EOSE $JOBY Cut: $ONDS at $10.23 SMA50 $MSTR into $HOOD https://t.co/mbaqpVnBjG https://t.co/mbaqpVnBjG"  
[X Link](https://x.com/Yeah_Dave/status/2019120715090542802)  2026-02-04T18:47Z 16.3K followers, 23.2K engagements


"V2X $VVX The U.S. Marine Corps awarded a sole-source contract for V2X's new mobile counter-drone system (DASH) The DASH system fills a critical need to detect identify track and defeat small UAS in a highly mobile rugged form factor that will help protect Marines. V2x Inc $VVX $2B Drones Greenland and Golden Dome for [--] cents on the dollar V2X Inc. $VVX is a defense contractor formed by the [----] merger of Vectrus and Vertex. The company has TTM revenue of $4.42B and rising yet trades at a market cap less than half of that. At 11x P/E https://t.co/7CdJU9ZPu5 V2x Inc $VVX $2B Drones Greenland"  
[X Link](https://x.com/Yeah_Dave/status/2019171727545340263)  2026-02-04T22:10Z 16.4K followers, [----] engagements


"$AMZN was literally everyone's "no brainer" play. Not picking on Kris here but $AMZN provides a perfect case study for a topic that is often overlooked in the difference between passive investing and active management. Individual stock picking is not just about identifying a good company; it requires a strategy for the https://t.co/mXEEWGy94i Not picking on Kris here but $AMZN provides a perfect case study for a topic that is often overlooked in the difference between passive investing and active management. Individual stock picking is not just about identifying a good company; it requires a"  
[X Link](https://x.com/Yeah_Dave/status/2019547901056389538)  2026-02-05T23:05Z 16.3K followers, 12.1K engagements


"The companies receiving the billions in capex are getting nuked harder than the ones spending it. $NBIS $EOSE $TE $BE"  
[X Link](https://x.com/Yeah_Dave/status/2019553084939346068)  2026-02-05T23:25Z 16.3K followers, 29.1K engagements


"@shubidhubi My opinion on this is lower quality but I'm not a fan of DATs as a long term hold. $ASST adds low liquidity on top of the DAT issues. Personally I'll look to get $BTC exposure with $BTCI again in a bit but it's not a get rich quick pay"  
[X Link](https://x.com/Yeah_Dave/status/2019842245864878134)  2026-02-06T18:34Z 16.3K followers, [----] engagements


"$TSLA ($1.6T) is just entering the domestic solar cell game. Building that supply chain from scratch is brutal and slow. Meanwhile $TE ($2B) is nearly there. T1 Energy is executing on what Tesla is just planning. The demand is insane and it's happening NOW. @tdogg2213 @SJCapitalInvest Telsa is building out production for their own internal consumption Looks like Deep Value Bagger got rekt and liquidated. If you're going to invest in $TE you need to KNOW WHAT YOU OWN and not be tourist 🤷♂ https://t.co/jwocAItOo0 @tdogg2213 @SJCapitalInvest Telsa is building out production for their own"  
[X Link](https://x.com/Yeah_Dave/status/2019858393658273923)  2026-02-06T19:39Z 16.3K followers, 13.2K engagements


"I'm not betting against him. I'm betting alongside him. This has been life changing with $ASTS $RKLB $EOSE $NBIS and $TE. @Yeah_Dave Thought people wouldve learned not to bet against Elon by now @Yeah_Dave Thought people wouldve learned not to bet against Elon by now"  
[X Link](https://x.com/Yeah_Dave/status/2019881519893082234)  2026-02-06T21:10Z 16.3K followers, 14.2K engagements


"@prasadmaddali20 Both common stock & LEAPS. I've split accounts up a little to not have everything in one place and to try out IBKR. But it was still a +8 figure day overall. I've been down [--] figs with the carnage and I'm not back at ATH yet. ATH was an insane 100% YTD on a massive number tho"  
[X Link](https://x.com/Yeah_Dave/status/2020022998997344716)  2026-02-07T06:33Z 16.2K followers, [---] engagements


"@InspiredHustle8 I've been waiting to get 5's and thought surely this carnage was my chance but this thing has such a strong bid that 7s is all I could get. Institutions are hoovering up anything close to [--] on $TE"  
[X Link](https://x.com/Yeah_Dave/status/2020024033715319059)  2026-02-07T06:37Z 16.2K followers, [---] engagements


"@BigPairs It's a 2.5% position but $SOFI is not PayPal. They are growing very fast and put out a great Q4. Their loan business is likely going to explode even more this year. Meanwhile I think $HOOD (11% position) will have a relatively challenging year compared to last year"  
[X Link](https://x.com/Yeah_Dave/status/2020027316248715480)  2026-02-07T06:50Z 16.3K followers, [---] engagements


"@spacanpanman Thank you. Remains to be seen if this was a smart decision but it's been very hard to pivot quickly in the past. There's a bunch of mental inertia. I wrote the entire plan down of what I would want to do if I thought we might bottom and just made it mechanical"  
[X Link](https://x.com/Yeah_Dave/status/2020194277511557627)  2026-02-07T17:53Z 16.2K followers, [---] engagements


"I use low margin and for short periods of time. In particular I don't like keeping tons of money all in one place. The difference between the margin interest and keeping that same amount in a high yield savings is minimal. Plus margin interest is tax deductible. But yes you never risk your ability to stay in the game. Nothing is worth that. https://twitter.com/i/web/status/2020197345795744048 https://twitter.com/i/web/status/2020197345795744048"  
[X Link](https://x.com/Yeah_Dave/status/2020197345795744048)  2026-02-07T18:05Z 16.2K followers, [---] engagements


"I wasn't going to post these but the continued accusations are distracting me from helping those who actually want to learn. I value transparency but also security. I can no longer post unredacted data & my size is now split across multiple brokers. Now let's get back to work Cash fully deployed this morning. $QQQ $IWM puts closed profits converted to cash then fully deployed I am 100% deployed now Bought: $HOOD $71 $ASTS $89 $RKLB $62 $EOSE $10.50 $NBIS $70 $TE $7.30 $JOBY $9.30 $SOFI $19 $MSTR $110 $QS $8 Incredibly thankful for this opportunity Cash fully deployed this morning. $QQQ $IWM"  
[X Link](https://x.com/anyuser/status/2020747178462101857)  2026-02-09T06:30Z 16.4K followers, 23.4K engagements


"@PantaRhei68 I'm still early/unrefined in building my process for this. Putting out a hedging post mortem article on this recent round is also on my to do list. I have several posts on this topic already if you search"  
[X Link](https://x.com/Yeah_Dave/status/2020987620151656871)  2026-02-09T22:26Z 16.3K followers, [---] engagements


"Genuinely curious does this kind of stuff help anyone How do you guys (or people in general) benefit from these kinds of posts They have 250k followers. Their patreon has 23.8k members paying $40/month Genuinely wondering what the benefit or usefulness is $HIMS and true to my word we added If you added today when we added you'd have made a quick +19%. But we did not add to make +19% $HIMS will [--] X from here and still be undervalued. $HIMS and true to my word we added If you added today when we added you'd have made a quick +19%. But we did not add to make +19% $HIMS will [--] X from here and"  
[X Link](https://x.com/anyuser/status/2021016017221320864)  2026-02-10T00:19Z 16.4K followers, 27.1K engagements


"@AI_PowerFlow If shortsighted people want to sell me $CCCX $INFQ at $2B then I will gladly take those shares off of their hands. I would see it as a great opportunity not a disappointment"  
[X Link](https://x.com/Yeah_Dave/status/2021318959631565306)  2026-02-10T20:22Z 16.3K followers, [---] engagements


"Yup added to $TE as well. Was not expecting to get America's upcoming solar manufacturing giant for $1.8B/30% pullback. $TE: I added about 19K shares today and some warrants. For institutional investors volatility is the enemy. For the retail investor volatility is your best friend. https://t.co/ZGt7wTlkWV $TE: I added about 19K shares today and some warrants. For institutional investors volatility is the enemy. For the retail investor volatility is your best friend. https://t.co/ZGt7wTlkWV"  
[X Link](https://x.com/anyuser/status/2021666105815970029)  2026-02-11T19:22Z 16.4K followers, 19.2K engagements


"Cash fully deployed this morning. $QQQ $IWM puts closed profits converted to cash then fully deployed I am 100% deployed now Bought: $HOOD $71 $ASTS $89 $RKLB $62 $EOSE $10.50 $NBIS $70 $TE $7.30 $JOBY $9.30 $SOFI $19 $MSTR $110 $QS $8 Incredibly thankful for this opportunity Bottom today We are in a similar place as last time when momentum/high beta bottomed (from a relative/structural standpoint). This time the triggers for liquidity reversal however are less clear. Margin and risk positioning has started to rebalance but has not completely reset Bottom today We are in a similar place as"  
[X Link](https://x.com/Yeah_Dave/status/2019821592717721674)  2026-02-06T17:12Z 16.4K followers, 84.5K engagements


"Violent market cleanse Weekend data confirms funds & institutions puked their positions at historic levels. Last week was one of the largest one week de-grossing events in years. We've seen deeper total pullbacks but the velocity and magnitude of this unwind was extreme. https://t.co/mbaqpVnBjG https://t.co/mbaqpVnBjG"  
[X Link](https://x.com/Yeah_Dave/status/2020660165838860606)  2026-02-09T00:45Z 16.4K followers, 11.8K engagements


"I'm getting asked about $OSS a fair bit. I've talked about it a few times. It's an interesting company worth looking into. The company will hit a crossroads some point soon. Either it the thesis is proven and $OSS will scale to become the de facto choice or it proves it's thesis correct well enough that the bigger guys decide it's worth taking their lunch. $OSS is a very interesting AI play creating rugged radiation/water/vibration proof AI hardware to take AI data center capabilities into harsh environments in military and commercial applications in air land sea and space. It is an $NVDA OEM"  
[X Link](https://x.com/Yeah_Dave/status/2009345972170834259)  2026-01-08T19:26Z 16.4K followers, 17.3K engagements


"I need the full text but no this might hurt $VLN. Valens is in Israel and they design chips but don't build them. They have their orders made in TSMC (Taiwan) or Tower Semiconductor (Israel). Their chips they import into the US for later distribution (but not used in US) get hit. https://twitter.com/i/web/status/2011546383611019276 https://twitter.com/i/web/status/2011546383611019276"  
[X Link](https://x.com/Yeah_Dave/status/2011546383611019276)  2026-01-14T21:10Z 16.4K followers, [---] engagements


"Damn how hard did you slap $ASTS $ASTS: I slapped a few shares AH before heading out tonight https://t.co/zrTZZdMCXH $ASTS: I slapped a few shares AH before heading out tonight https://t.co/zrTZZdMCXH"  
[X Link](https://x.com/Yeah_Dave/status/2011949796987187385)  2026-01-15T23:53Z 16.4K followers, 36.9K engagements


"$SKYT SkyWater Onshoring Chip Manufacturing Technology as a service CapEx Lite Model The Operating Leverage & margin expansion thesis: Customers fund the R&D/Fab upgrades for next-gen high-margin products Three SKYT Fabs provide the full stack: R&DVolume productionPackaging $SKYT SkyWater - The Bullish Counter-Response The "Unicorn" Case for SkyWater Technology SkyWater is the only publicly traded chip manufacturing company that is: -US owned (No foreign parent) -Trusted (DMEA Accredited for classified chips/IP) -Pure-play (works with anyone. Does https://t.co/QK1bMOAtXa $SKYT SkyWater - The"  
[X Link](https://x.com/Yeah_Dave/status/2014717508301807735)  2026-01-23T15:11Z 16.4K followers, 10.9K engagements


"https://www.twz.com/land/company-behind-drone-killing-hellfire-missile-armed-buggy-set-to-get-marine-corps-contract https://www.twz.com/land/company-behind-drone-killing-hellfire-missile-armed-buggy-set-to-get-marine-corps-contract"  
[X Link](https://x.com/Yeah_Dave/status/2019171947205333215)  2026-02-04T22:11Z 16.4K followers, [----] engagements


"Data source/chart citation did not stick this time for some reason. The data is from JPMorgan's Prime Intelligence"  
[X Link](https://x.com/Yeah_Dave/status/2020669557417840902)  2026-02-09T01:22Z 16.4K followers, [----] engagements


"@balld00d I added to $NBIS in the pre-market. $ASTS added just now but watching to see if we get 70's. $EOSE has not made new lows my last add was lower than this"  
[X Link](https://x.com/Yeah_Dave/status/2022021033952522280)  2026-02-12T18:52Z 16.4K followers, [---] engagements


"$FLNC Batteries Energy Storage 3.8B Market cap My take: A spicy shorter-term "battery meta" play with a potential long-term "Amazon" thesis. $FLNC is in a capital-intensive expansion phase with thin margins generating billions in revenue but very little in net profit Key: This is a capital-intensive INTEGRATOR not a battery manufacturer. They don't make lithium-ion batteries but rather procure them (roughly 50% from China and more recently aiming for 50% from USA). They provide large grid-scale battery integration into power systems with roles in: 🔹Advisory procurement & build-outs. 🔹AI"  
[X Link](https://x.com/Yeah_Dave/status/1987894183479353593)  2025-11-10T14:44Z 16.4K followers, 29.6K engagements


"As a side note I asked SuperGrok and Gemini Pro to fact check the post and its quality. Grok: Yes the post is factually accurate overall with all key financial metrics operational details and strategic points aligning with Fluence Energy's Q3 FY2025 earnings (reported August 2025) and recent announcements as of November [--] [----]. The "Amazon" thesis and short-term play framing are subjective but well-supported by the capital-intensive model and thin margins. Gemini: Yes this is factually accurate. Your financial data from Q3 FY2025 and the FY2025 guidance are all perfectly aligned with their"  
[X Link](https://x.com/Yeah_Dave/status/1987894391978225950)  2025-11-10T14:45Z 16.4K followers, [----] engagements


"Not picking on Kris here but $AMZN provides a perfect case study for a topic that is often overlooked in the difference between passive investing and active management. Individual stock picking is not just about identifying a good company; it requires a strategy for the allocation of limited capital and an understanding of timing. If you ignore these factors you risk a significant strain on your patience and discipline as well as big opportunity costs. I think this will be particularly relevant in [----]. I am seeing a growing sentiment that because $AMZN hasn't moved much recently it is "due"."  
[X Link](https://x.com/Yeah_Dave/status/2005307757893709911)  2025-12-28T16:00Z 16.4K followers, 99K engagements


"$ASTS explicitly states that they are raising money due to new "commercial opportunities related to artificial intelligence". Global broadband Golden Dome and battlefield communications and now explicitly data centers in space AST SPACEMOBILE ANNOUNCES NEW $1BN CONVERTIBLE NOTE The note is due in April [----] and gives the purchasers an option to buy another $150m before 20th February. Pricing of the note will follow but it is intended to be used for the following. "AST SpaceMobile intends to use the AST SPACEMOBILE ANNOUNCES NEW $1BN CONVERTIBLE NOTE The note is due in April [----] and gives the"  
[X Link](https://x.com/Yeah_Dave/status/2021719131251520012)  2026-02-11T22:52Z 16.4K followers, 26.2K engagements


"https://www.youtube.com/watchv=aUT6LPB-Z1E https://www.youtube.com/watchv=aUT6LPB-Z1E"  
[X Link](https://x.com/Yeah_Dave/status/2021781949606768763)  2026-02-12T03:02Z 16.4K followers, [----] engagements


"$QS is a hail mary battery play that if successful would be history defining for the coming AI/robotics future. Been watching and accumulating for a while as a "what if" play that is looking less and less like a shot in the dark. As someone who works in ESS (energy storage systems) has said: " $QS is way ahead in solid state batteries and they are the only company in human history to achieve an anode-free pure lithium battery (which is considered the holy grail of battery tech). Their only limitation now is the production rate of it's ceramic components." On the other hand they are burning"  
[X Link](https://x.com/Yeah_Dave/status/1942766287593300091)  2025-07-09T02:02Z 16.4K followers, 23.1K engagements


"Which name should I research and present next Let me know what you would suggest and I will pick from the most commented or favorited names. I have a dilemma. I want to continue to contribute but for now I am maxed out on any new positions. $TE was sorely mispriced and is now a relentless bid. $SKYT is taking off. $CCCX is coiling ahead of IPO. People are now catching on to $OSS. The community is aware of $EOSE. Comment serious suggestions that don't have a ton of coverage. No guarantee I will say nice things about your pick but I will put out a report on the good and the ugly"  
[X Link](https://x.com/Yeah_Dave/status/2009085575706685936)  2026-01-08T02:11Z 16.4K followers, 35.2K engagements


"Flows into the energy sector are starting to hit record levels. Some of the smaller names will really fly once they get added to more funds. $TE $EOSE $BE $FLNC The bottleneck is energy not GPUs. It's what I've been saying over and over again. You need to pick your energy players before the market fully catches on. Energy desperation season is coming. $EOSE $FLNC $TE $FSLR The bottleneck is energy not GPUs. It's what I've been saying over and over again. You need to pick your energy players before the market fully catches on. Energy desperation season is coming. $EOSE $FLNC $TE $FSLR"  
[X Link](https://x.com/Yeah_Dave/status/2020909559657976162)  2026-02-09T17:16Z 16.4K followers, 19.9K engagements


"$QS Earnings Solid-state batteries A lot of great news the market is ignoring: Partners. The two new partners are Honda and Nissan (in addition to VW). The market is being lazy and not reacting simply because $QS did not verbatim say this sentence in big bold letters. Final Stretch. In [--] months they designed commissioned and built out a fully automated robotic manufacturing line. It doesn't just mass produce sample batteries the manufacturing line is a product in itself. Once they refine the automation VW (Audi/Porsche) Honda and Nissan will be the ones mass-producing it. Expansion."  
[X Link](https://x.com/Yeah_Dave/status/2021781744576602586)  2026-02-12T03:01Z 16.4K followers, 22.8K engagements


"$NBIS going from [--] data centers to [--] centers is crazy. Now operating cash flow positive. Going from a guide of 100MW landed power to beating with 170MW to now guiding 1000MW. How Everyone else is still stuck on wait-lists. Margin growth from 10% to 19% to now 24%"  
[X Link](https://x.com/Yeah_Dave/status/2021926121500233884)  2026-02-12T12:35Z 16.4K followers, 41.8K engagements


"Next Phase: Turbulent Upward Grind With $SPX and $IWM now up 4-5% and back to ATH I'm going to go ahead and say Thur/Fri was the Santa rally hangover "bottom". $QQQ/Mag7 will likely continue to lag all year due to capex drag (discussed in other posts). I am swamped with projects but I am drafting my next article. Here are some prelim thoughts until more data comes out and I get more time to publish the full piece. An article will also let me include more than four charts. ----- The Setup. This was a shallow but violent move. I'm waiting for more data but I anticipate the next phase will be a"  
[X Link](https://x.com/Yeah_Dave/status/2020974010687947215)  2026-02-09T21:32Z 16.4K followers, 25.5K engagements


"Hedge funds have been aggressively selling the Mag7. Net exposure has collapsed back to [----] levels. Normally this would crush the market. Instead the indexes are consolidating near highs. This is the definition of a healthy rotation. $GOOG $AMZN $AAPL $META $MSFT $NVDA $TSLA The bearish anxiety has become too pervasive. This is a mundane risk off/choppy period. People are gambling and over-invested and the angst is amplified. As I said two days ago "a lot of churn and rebalancing is occurring under the surface while the indexes barely move. We are https://t.co/9l4Qyw8yEK The bearish anxiety"  
[X Link](https://x.com/Yeah_Dave/status/2022754429519200628)  2026-02-14T19:26Z 16.4K followers, 14.9K engagements


"@BlackScholesMan Ya huge raise and apparently at a discount. Still need to look at the terms but not going to lie strongly considering adding to my $JOBY position once the dust clears"  
[X Link](https://x.com/Yeah_Dave/status/2016645254016094230)  2026-01-28T22:51Z 16.2K followers, [----] engagements


"Added to $HOOD today with some limit orders triggering at $99 $HOOD Quietly waiting for the shortsighted to give me sub $100 to double my position size. Since the last time $HOOD was sub $100 we now have: 🔹A monster predictions market rivaling the equities side. 🔹Banking (checking and savings which I now use). 🔹Gold membership $HOOD Quietly waiting for the shortsighted to give me sub $100 to double my position size. Since the last time $HOOD was sub $100 we now have: 🔹A monster predictions market rivaling the equities side. 🔹Banking (checking and savings which I now use). 🔹Gold"  
[X Link](https://x.com/Yeah_Dave/status/2016925104807289144)  2026-01-29T17:23Z 16K followers, [----] engagements


"@MeisseliMeno @BlackScholesMan about 30% of $OUST's revenue goes to stock based comp (through dilution). 2023: $42 million 2024: $40 million [----] (Run Rate): $42 million"  
[X Link](https://x.com/Yeah_Dave/status/2016955421807050764)  2026-01-29T19:23Z 16.1K followers, [---] engagements


"$CCCX / $INFQ Quantum Infleqtion grabs a senior executive from $AMZN's AWS to help lead Infleqtion's "commercial efforts as we pursue applications across industries including AI energy materials science drug discovery and advanced data centers". Interesting. Dave Kresse joins Infleqtion as VP of Commercial Solutions. With more than [--] years of experience building tech businesses and partnerships Dave will lead Infleqtion's commercial efforts across expanding quantum applications. Read more: https://t.co/unw1rmYuIe https://t.co/so1Cj4y2Z5 Dave Kresse joins Infleqtion as VP of Commercial"  
[X Link](https://x.com/Yeah_Dave/status/2016969674869920205)  2026-01-29T20:20Z 16.1K followers, 10.7K engagements


"Carriers have arrived. I've been raising cash now at 32%. Still have my hedge $QQQ and $IWM puts (Feb 20). Likely going to add some short dated puts into the weekend. Still very directionally long/bullish. However the weekend is coming. "The market is pricing peace. The carriers are pricing war. One of them is catastrophically wrong." There's been a lot of modeling on the Iran strike logistics (land bases vs. carrier groups). The land option just got an evacuation notice (Al Udeid). Strategic consensus "The market is pricing peace. The carriers are pricing war. One of them is catastrophically"  
[X Link](https://x.com/Yeah_Dave/status/2016978462075191413)  2026-01-29T20:55Z 16.1K followers, 14.1K engagements


"Hell yea $HOOD. Massive Gov contracts TAM unlocked JUST IN: The United States Federal government is reporterdly considering handing Robinhood $HOOD a key role in overseeing the new $1000 "Trump accounts" for American children - Bloomberg https://t.co/uC7JRCLkQs JUST IN: The United States Federal government is reporterdly considering handing Robinhood $HOOD a key role in overseeing the new $1000 "Trump accounts" for American children - Bloomberg https://t.co/uC7JRCLkQs"  
[X Link](https://x.com/Yeah_Dave/status/2016983875453636749)  2026-01-29T21:16Z 16.1K followers, [----] engagements


"$HOOD didn't wait around to get some small fraction of this generational opportunity. They went after it. Immediately designed an aesthetically pleasing app and are repeatedly at the forefront. @vladtenev and @RobinhoodApp are relentless. $HOOD BLOOMBERG: US WEIGHS TAPPING ROBINHOOD FOR TRUMP ACCOUNTS FOR CHILDREN you don't say. Robinhood doesn't need to get all the accounts but if they get even 50% of them that's 1M+ new accounts per YEAR added to the platform that will be holding assets on the platform $HOOD BLOOMBERG: US WEIGHS TAPPING ROBINHOOD FOR TRUMP ACCOUNTS FOR CHILDREN you don't"  
[X Link](https://x.com/Yeah_Dave/status/2017016938610970702)  2026-01-29T23:28Z 16.1K followers, 52.1K engagements


"Alright looks like Robinhood just mass unlocked shorting. We all know what to do tomorrow. $SLV #maxleverage #icanfixher Bearish on a stock Short selling is rolling out today on mobile web classic and Robinhood Legend. https://t.co/J9tltSO6wf Bearish on a stock Short selling is rolling out today on mobile web classic and Robinhood Legend. https://t.co/J9tltSO6wf"  
[X Link](https://x.com/Yeah_Dave/status/2017059985893839107)  2026-01-30T02:19Z 16.1K followers, 39.6K engagements


"Trump trolling everybody would be just perfect. Grabbed a bunch of Rick Rieder Yes for [--] and Warsh No for [--] Love that people seriously dont see a Warsh trial balloon as just another insider trading affair. You really think Trump is gonna nominate a known hawk whos potential nomination crashes stocks bonds bitcoin and gold Lol Love that people seriously dont see a Warsh trial balloon as just another insider trading affair. You really think Trump is gonna nominate a known hawk whos potential nomination crashes stocks bonds bitcoin and gold Lol"  
[X Link](https://x.com/Yeah_Dave/status/2017139556588634382)  2026-01-30T07:35Z 16K followers, 13.9K engagements


"Alright everybody great work. I think we fixed her. I am going to close it down here myself. $SLV Alright looks like Robinhood just mass unlocked shorting. We all know what to do tomorrow. $SLV #maxleverage #icanfixher https://t.co/D2U7evk0L6 Alright looks like Robinhood just mass unlocked shorting. We all know what to do tomorrow. $SLV #maxleverage #icanfixher https://t.co/D2U7evk0L6"  
[X Link](https://x.com/Yeah_Dave/status/2017306900543717551)  2026-01-30T18:40Z 16K followers, 27.6K engagements


"Started building a position in $MSTR today at $141. The $BTC story is messy emotional & heavy with supply overhang. Everyone is using it as a short/hedge. Will be interesting to see if that crowded overstretched positioning will snap in the other direction. $MSTR is valued at just 79% of the Bitcoin on its balance sheet. Close to the lows of the [----] bear market. Wild. https://t.co/cXo3zVWO6m $MSTR is valued at just 79% of the Bitcoin on its balance sheet. Close to the lows of the [----] bear market. Wild. https://t.co/cXo3zVWO6m"  
[X Link](https://x.com/Yeah_Dave/status/2017318528865734728)  2026-01-30T19:26Z 16.1K followers, 34.8K engagements


"Deployed a bit of the cash today. Puts are helping. We'll see what the weekend brings. Preparation puts me in a position to look for interesting opportunities rather than just survival. I don't think this is the time for hero plays or adding risk unless you have been preparing. Carriers have arrived. I've been raising cash now at 32%. Still have my hedge $QQQ and $IWM puts (Feb 20). Likely going to add some short dated puts into the weekend. Still very directionally long/bullish. However the weekend is coming. https://t.co/BAee12Muk0 Carriers have arrived. I've been raising cash now at 32%."  
[X Link](https://x.com/Yeah_Dave/status/2017336052256805222)  2026-01-30T20:36Z 16.1K followers, [----] engagements


"Massive dilution catching up with $ONDS Not trying to kick it while it's down but I think the community would benefit from less emotion & more balance. It's at the 50EMA/SMA which is interesting. Watching closely to see how they deploy the cash. I've been scratching my head over this is well. Why is this eye watering dilution from $ONDS not raising any questions We are talking about 4-5x dilution since end of [----] From 93M shares to a new potential max of 580M shares in [--] year The company will make $36M in [----]. I've been scratching my head over this is well. Why is this eye watering dilution"  
[X Link](https://x.com/Yeah_Dave/status/2017345791174840500)  2026-01-30T21:14Z 16.1K followers, [----] engagements


"@StonkShepherd Unless something fundamentally changes sub $10 on $CCCX / $INFQ at de-SPAC would be a dream scenario. The rest is noise"  
[X Link](https://x.com/Yeah_Dave/status/2017349970542924041)  2026-01-30T21:31Z 16.1K followers, [---] engagements


"There are a few reasons why I started this $MSTR trade despite how ugly it looks and my recent focus on hedging/downside protection. I would say a few things: [--]. Don't idolize anyone on here. No one is a mythical figure. We are all the same. Don't blindly follow anyone without first researching and deciding if the argument has merit. [--]. "Started" is key. This is a foothold to potential build upon or cut. Because Ive been hedging and building cash I have the luxury to take an "icing on the cake" trade. Im deploying into an asset down 70% that is trading at prior $57k BTC levels and nearly"  
[X Link](https://x.com/Yeah_Dave/status/2017688206368784454)  2026-01-31T19:55Z 16.1K followers, 13.3K engagements


""Experts": frantically weaving stories about how the market is correcting due to Warsh. Dave: https://t.co/mbaqpVnBjG https://t.co/mbaqpVnBjG"  
[X Link](https://x.com/Yeah_Dave/status/2018177591224771020)  2026-02-02T04:20Z 16.1K followers, 23.8K engagements


"@thraxxks For $CCCX $13 is basically my break even now so I would agree. I normally would have added but saving some ammo for the upcoming post IPO period"  
[X Link](https://x.com/Yeah_Dave/status/2018419116470915560)  2026-02-02T20:19Z 16.1K followers, [---] engagements


"$ASTS Satellite Scale vs Human Vs Hubble Telescope"  
[X Link](https://x.com/Yeah_Dave/status/2018451080292729211)  2026-02-02T22:26Z 16.1K followers, [----] engagements


"@DeNebulord What are you buying"  
[X Link](https://x.com/Yeah_Dave/status/2019167205523611753)  2026-02-04T21:52Z 16.1K followers, [---] engagements


"$ASTS down more than $OKLO and $IONQ/Quantum names is silly especially after the massive [--] year multi billion dollar Saudi deal. People still don't understand this name which somewhat surprises me. I added more at $74. Would definitely add more in the $60's if given"  
[X Link](https://x.com/Yeah_Dave/status/1985381874420818393)  2025-11-03T16:21Z 16.3K followers, 10.9K engagements


"The implications for Canada from what just happened in Venezuela are considerable"  
[X Link](https://x.com/Yeah_Dave/status/2007573113316299230)  2026-01-03T22:01Z 16.3K followers, 17.4K engagements


"Lots of hot takes flying around on Venezuela in 24hrs. There are ton of people jumping to conclusions. I am no expert. Just trying to educate myself and understand even the remotest implications. I'll just say the incentives for the USA/Trump to steer and accelerate the timeline are enormous. -Shatter Canada's negotiating position just months ahead of the upcoming USMCA discussions (July 2026) -Sever a critical energy lifeline for China. Complicates their energy security logistics and raises the costs/risks of any potential Taiwan timeline. -Stop China Iran and Russia from building a foothold"  
[X Link](https://x.com/Yeah_Dave/status/2007615050660626490)  2026-01-04T00:48Z 16.4K followers, 11K engagements


"$EOSE The selling and wailing had gotten so ridiculous I had to grab calls for the first time ever. Yes lets panic sell at $3B America's only pure domestic battery company specializing in non-flammable batteries that the US has deemed a strategic asset. Oh and +$20B backlog. Do people realize what they are selling for $3B marketcap What do you think the candle looks like when this gets officially announced $EOSE Do people realize what they are selling for $3B marketcap What do you think the candle looks like when this gets officially announced $EOSE"  
[X Link](https://x.com/Yeah_Dave/status/2007130326259355866)  2026-01-02T16:42Z 16.4K followers, 51.1K engagements


"Name the ticker: 1.5yr old AI "startup" with 400+ senior engineers & the #13 ranked supercomputer. Q3 revenue exploding 350% YoY with 70% margins. It just locked in $20B+ firm contracted backlog and is executing a massive buildout via non-dilutive debt financing. Who is it"  
[X Link](https://x.com/Yeah_Dave/status/2008313215457923249)  2026-01-05T23:02Z 16.4K followers, 27K engagements

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