#  @amitisinvesting amit Palantir ($PLTR) has been making significant strides, including a strong Q3 earnings report, a new partnership with Poland's Ministry of Defense, and a notable mention from NVIDIA's CEO Jensen Huang, who called Palantir's ontology "probably the single most important enterprise stack in the world". Grab ($GRAB) also reported strong Q3 earnings, with a 22% YoY revenue growth and raised EBITDA guidance. Other notable mentions include OpenAI's expected revenue growth and partnerships with Microsoft ($MSFT) and NVIDIA ($NVDA). ### Engagements: [-------] [#](/creator/twitter::1468103131737247748/interactions)  - [--] Week [---------] -6.60% - [--] Month [----------] +27% - [--] Months [-----------] -27% - [--] Year [-----------] +11% ### Mentions: [---] [#](/creator/twitter::1468103131737247748/posts_active)  - [--] Week [---] -8.80% - [--] Month [---] -4.40% - [--] Months [-----] -21% - [--] Year [-----] -45% ### Followers: [-------] [#](/creator/twitter::1468103131737247748/followers)  - [--] Week [-------] +0.97% - [--] Month [-------] +5.40% - [--] Months [-------] +38% - [--] Year [-------] +125% ### CreatorRank: [------] [#](/creator/twitter::1468103131737247748/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #376 [finance](/list/finance) #1923 [technology brands](/list/technology-brands) #2152 [countries](/list/countries) 9.88% [cryptocurrencies](/list/cryptocurrencies) 7.11% [automotive brands](/list/automotive-brands) 4.35% [celebrities](/list/celebrities) 2.37% [currencies](/list/currencies) 1.19% [social networks](/list/social-networks) 1.19% [vc firms](/list/vc-firms) 0.79% **Social topic influence** [$hood](/topic/$hood) #17, [in the](/topic/in-the) 7.11%, [$pltr](/topic/$pltr) #2, [ai](/topic/ai) 6.72%, [$nvda](/topic/$nvda) #556, [company](/topic/company) #651, [$googl](/topic/$googl) #2373, [meta](/topic/meta) 4.35%, [the first](/topic/the-first) #447, [this is](/topic/this-is) #512 **Top accounts mentioned or mentioned by** [@michaeljburry](/creator/undefined) [@stevenfiorillo](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@grok](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@fetzinvests](/creator/undefined) [@samsolid57](/creator/undefined) [@krispatel99](/creator/undefined) [@saynototrading](/creator/undefined) [@burlingtononta](/creator/undefined) [@mikelongterm](/creator/undefined) [@parabolicnotice](/creator/undefined) [@brkmystery](/creator/undefined) [@cobracommanduhr](/creator/undefined) [@frameworkwisely](/creator/undefined) [@mrderivatives](/creator/undefined) [@downtown](/creator/undefined) [@juanrodrig07](/creator/undefined) [@divestech](/creator/undefined) [@whitepine009](/creator/undefined) **Top assets mentioned** [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [RAI Finance (SOFI)](/topic/$sofi) [Shopify Inc (SHOP)](/topic/$shop) [GameStop, Corp. (GME)](/topic/$gme) [Bitcoin (BTC)](/topic/$btc) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Ethereum (ETH)](/topic/ethereum) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Apple, Inc. (AAPL)](/topic/$aapl) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Block, Inc. (XYZ)](/topic/$xyz) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Intel Corporation (INTC)](/topic/$intc) ### Top Social Posts Top posts by engagements in the last [--] hours "@TheRoaringKitty [----] keeps getting more interesting $GME" [X Link](https://x.com/amitisinvesting/status/1882233679046672583) 2025-01-23T01:07Z 324K followers, 86.2K engagements "$HOOD Alright weve got to discuss whats going on right now When we found out that Brad Gerstner bought $120M of Robinhood last quarter what I failed to realize is that Brad is THE person who is pushing InvestAmerica. InvestAmerica is a piece of legislation that allows the US government to fund 3.5M newborns with $1000 at birth and let it compound in the S&P [---]. Guardians can add money to the account every year. Today Vlad was at the White House withBrad Gerstner. It seems utterly obvious that Robinhood could be one of the MAIN brokerages that is used to custody this $1000 given by the" [X Link](https://x.com/amitisinvesting/status/1932201032865689814) 2025-06-09T22:19Z 324.3K followers, 494.6K engagements "BITCOIN ALL TIME HIGHS $BTC" [X Link](https://x.com/amitisinvesting/status/1943351665614094745) 2025-07-10T16:48Z 324.7K followers, 71K engagements "oh my bullish $PLTR $154 $HOOD $106 $NVDA [---] $SOFI $22 $RKLB $53 one of those days where you are happy to be invested in one of the most incredible markets weve seen nervous excited selling buying more how are you managing it" [X Link](https://x.com/amitisinvesting/status/1945892472728510895) 2025-07-17T17:04Z 324.4K followers, 365.1K engagements "@unusual_whales hot take the american dream is no longer owning a home with a 30yr fixed rate the american dream is owning a sizeable position in $NVDA Nvidia being a metaphor for the stock market particularly AI that is what is growing over the next decade not housing" [X Link](https://x.com/amitisinvesting/status/1956809296307781955) 2025-08-16T20:04Z 324.3K followers, 637.3K engagements "BREAKING: Chamath Palihapitiya is launching a new SPAC. The company will be worth $250M & offer 25M shares at $10 per share. It is called American Exceptionalism Acquisition Corp. Chamaths previous SPACs including Opendoor Virgin Galactic and Clover Health are each down over 50% all time" [X Link](https://x.com/amitisinvesting/status/1957562082129318388) 2025-08-18T21:55Z 323.9K followers, 732.8K engagements "day [--] of high beta selloff continues still seeing a rotation out of growth into defensives utilities and real estate my thoughts are the same as yesterday I just think this isnt as scary given we were getting stretched higher and valuations needed to breathe it is very important to protect your mental there are people who are miserable and only get value out of bringing people down with them if you bought $HOOD at $50 and its down from $118 to $99 the people screaming will make you think you are the biggest idiot in the world for not selling at $118 in [--] years if $HOOD is $250 you trying to" [X Link](https://x.com/amitisinvesting/status/1958189972441207032) 2025-08-20T15:30Z 324.7K followers, 515.6K engagements "CHAMATH ANNOUNCES HIS SPAC RETURN WITH $AEXA: Some details he announced today: - A SPAC has been successfully priced without warrants with the sponsors compensation entirely tied to stock price appreciation. - AEXA was more than 5x oversubscribed with $1.4B in demand resulting in an upsizing to $345M. - The gap between private and public markets has widened with over [---] U.S. private companies valued above $1B compared to [---] in [----] complicating liquidity for employees paper wealth and reinvestment for early investors. So seems like there is pretty strong demand for the SPAC Chamath thinks" [X Link](https://x.com/amitisinvesting/status/1972788502900437384) 2025-09-29T22:20Z 324.3K followers, 165.1K engagements "Starting a new show today called Equity Edge with fintwit 🐐 @stocktalkweekly dedicated to sharing alpha on newer/underdiscovered names. Todays tickers: $AMKR $PLAB Will be 12:30-1PM EST every Wednesday 🙌 https://x.com/i/spaces/1YpJkkjdnMjJj https://x.com/i/spaces/1YpJkkjdnMjJj" [X Link](https://x.com/amitisinvesting/status/1975947736945229990) 2025-10-08T15:33Z 324K followers, 74.6K engagements "TRUMP ON CHINA: - I'LL PROBABLY MEET WITH XI BUT I DON'T KNOW - OUT OF THE BLUE THEY CAME UP WITH THESE NEW EXPORT CONTROLS - I SET THE DATE FOR NOV 1ST MAYBE THINGS CHANGE BY THEN markets slightly recovering after hours. what a day" [X Link](https://x.com/amitisinvesting/status/1976772558696395078) 2025-10-10T22:11Z 323K followers, 318.9K engagements "https://x.com/i/spaces/1dRKZaVQbXbxB https://x.com/i/spaces/1dRKZaVQbXbxB" [X Link](https://x.com/amitisinvesting/status/1978498401089024516) 2025-10-15T16:29Z 323.9K followers, 64.2K engagements "i guess someone mentioned soybeans again" [X Link](https://x.com/amitisinvesting/status/1978510868758360211) 2025-10-15T17:18Z 323.8K followers, 116.8K engagements "TRUMP: - WE ARE IN A TRADE WAR WITH CHINA - INDIA ASSURED ME THEY WOULD STOP BUYING RUSSIAN OIL - [--] OR [--] WARS HAVE BEEN SOLVED BECAUSE OF MY USE OF TARIFFS he's bringing back the tariff conversation again publicly likely trying to gain more leverage before the meeting with China" [X Link](https://x.com/amitisinvesting/status/1978562130279334195) 2025-10-15T20:42Z 323.8K followers, 249K engagements "BREAKING: Chamath Palihapitiya Donald Trump Jr and Laura Ingraham are launching a new SPAC. Chamath is the founder of Social Capital Don Jr. is the President's son & Laura Ingraham hosts "The Ingraham Angle on Fox News. It will be incorporated in the Cayman Islands" [X Link](https://x.com/amitisinvesting/status/1980010188670218473) 2025-10-19T20:36Z 324.4K followers, 428.1K engagements "OVERNIGHT MARKETS OPEN: $PLTR +1.62% $HOOD +2.43% $TSLA +1.03% $NVDA +1.65% $NBIS +4.50% $SOFI +3.83% $AMZN +1.45% $GOOGL +1.42% $SPY +0.65% $QQQ +0.85% $BMNR +5.63% $IREN +6.33% $ASTS +3.80% $CIFR +6.10% $AMD +2.84% $OPEN +4.27% $AVGO +1.35%" [X Link](https://x.com/amitisinvesting/status/1982620452184002989) 2025-10-27T01:28Z 324.6K followers, 316K engagements "$PLTR ❤ [---] hundred reasons to remember how special the journey has been" [X Link](https://x.com/amitisinvesting/status/1984267437702066668) 2025-10-31T14:33Z 324.1K followers, 81.6K engagements "Todays Equity Edge episode will be on $VIAV a leader in network test monitoring and assurance solutions. Compelling valuation along with themes in telecommunications and data centers. Live with @stocktalkweekly at 12:30 PM EST https://x.com/i/spaces/1vAxRQdEkZqJl https://x.com/i/spaces/1vAxRQdEkZqJl" [X Link](https://x.com/amitisinvesting/status/1986113805529534800) 2025-11-05T16:50Z 324.4K followers, 42.5K engagements "https://x.com/i/spaces/1vAxRQdEkZqJl https://x.com/i/spaces/1vAxRQdEkZqJl" [X Link](https://x.com/amitisinvesting/status/1986123939362574471) 2025-11-05T17:30Z 324.3K followers, 64.1K engagements "officially bought $NBIS this morning on the dip trading at 3x [----] ARR based on new guidance have not been early to the story but given the updated valuation on that type of growthhard to ignore it they also won their second hyperscaler deal which was important for me to see the ability for them to win multiple of these deals quite frankly I also just really really like management and feel I can trust them i did a deepdive on my substack for Nebius when it was trading at $130 and was waiting for an opportunityofficially in https://twitter.com/i/web/status/1988235883321954643" [X Link](https://x.com/amitisinvesting/status/1988235883321954643) 2025-11-11T13:22Z 324.4K followers, 638.8K engagements "$ARKK Cathie Wood buy/sells today: Bought: $BMNR [------] shares $COIN [-----] shares $CRWW [------] shares $CRCL [------] shares $XYZ [-----] shares Sold: $TSLA [------] shares $SOFI [-----] shares $SHOP [-----] shares" [X Link](https://x.com/amitisinvesting/status/2000737669093974454) 2025-12-16T01:20Z 323.1K followers, 261.8K engagements "$ORCL $OWL THE ORACLE BLUE OWL SITUATION: One reason we could be seeing pain across the entire market today is because Blue Owl a private credit lender has been financing a TON of these new datacenter deals including many from $META. Today they came out and said they would not be taking on one of Oracles $10B datacenter deals. Now Oracle came out and said they chose to go with someone different (Blackstone stepped in) but the market is perceiving Blue Owls hesitancy here as a sign of concern over Oracles debt. Whats the issue Well Oracle has $127B in debt. $25B of that debt is due within" [X Link](https://x.com/amitisinvesting/status/2001369128695927074) 2025-12-17T19:09Z 324.7K followers, 226.7K engagements "NANCY PELOSI IS RETIRING AT THE END OF THIS YEAR. Shes up 224% since the start of [----]. This is the final weighting of her portfolio while she retires as the greatest politician stock trader of all time. Her final top [--] positions: $GOOGL $SCHO $AVGO $PANW $AMZN" [X Link](https://x.com/amitisinvesting/status/2001720327185801525) 2025-12-18T18:24Z 322.5K followers, 195.7K engagements "@marginalgoat @Mr_Derivatives $PPBT" [X Link](https://x.com/amitisinvesting/status/2001747375648366661) 2025-12-18T20:12Z 324.6K followers, [----] engagements "A woman in Japan has just married an AI-generated boyfriend. The AI was present at the wedding on a phone screen. They also exchanged rings in a ceremony" [X Link](https://x.com/amitisinvesting/status/2002932518757232975) 2025-12-22T02:41Z 324.5K followers, 121.2K engagements "TODAY IS WARREN BUFFETTS FINAL DAY AS CEO OF BERKSHIRE HATHAWAY. The simple reason for why hes the GOAT: Compounded Annual Gain from 19642024: - Berkshire Hathaway: 19.9% per year - S&P 500: 10.4% per year Overall Gain from 19642024: - Berkshire Hathaway: 5500000% return - S&P 500: 39000% return Over roughly six decades Berkshire compounded at nearly double the annual rate of the S&P [---]. Many managers got better yearly returns but no one has been able to beat the S&P by 100% for over six decades. The discipline that it takes to create that longevity is why hes the GOAT." [X Link](https://x.com/amitisinvesting/status/2006404716142416066) 2025-12-31T16:38Z 324.3K followers, 119.3K engagements "$TSM $AMKR $INTC - The U.S. is nearing a trade deal with Taiwan to cut tariffs and secure more TSMC investment. - TSMC would build at least five additional semiconductor fabs in Arizona. - The deal would lower tariffs on Taiwans exports to about 15% per NYT. Trump is serious about bringing back more chip manufacturing to the UShard to fade the on-shoring trade if we think overall chip demand goes higher. A portion of that demand will be met in the US. $TSM now $1.7T market cap +1.5% https://twitter.com/i/web/status/2010763429242343678 https://twitter.com/i/web/status/2010763429242343678" [X Link](https://x.com/amitisinvesting/status/2010763429242343678) 2026-01-12T17:18Z 323.1K followers, 77.9K engagements "$GRAB trading as if Singapore is about to get invaded 😂😂😂😂 in all seriousness yes it sucks to be stuck in something that isnt moving and was just up 35% a few months ago but it also begs the question about why and I personally do not see the fundamental argument for why it deserves to be trading at these levels at all. barclays came out this morning and once again reiterated $7. maybe there is some big earnings surprise and horrible guidance and the thesis changes but outside of that I feel the shorts are in control and the price simply isnt matching with the reality of the business. this" [X Link](https://x.com/amitisinvesting/status/2011843074708631735) 2026-01-15T16:49Z 322K followers, 222.3K engagements "BREAKING: President Trump is lowering tariffs to 15% from Taiwan. In return Taiwan is pledging $250B in chip related investments. TSMC had one of their best earnings in history today increasing revenue guidance by $2B and gross margins by 5%. The onshoring trade to bring more chip manufacturing to the United States continues to be on and with the increased demand from TSM (stretching to 2029) it seems like the broader AI theme continues to be intact. $TSMC $AMKR $INTC $NVDA $AMD https://twitter.com/i/web/status/2011884387978420640 https://twitter.com/i/web/status/2011884387978420640" [X Link](https://x.com/amitisinvesting/status/2011884387978420640) 2026-01-15T19:33Z 324.4K followers, 102.7K engagements "alright 1% down on the S&P around 4-5% on individual growth names last time we saw a 5% pullback on the $SPX individual growth names fell 50% not sure if that happens this time or if we get a TACO sooner than not any key stocks/levels people are eyeing for entry" [X Link](https://x.com/amitisinvesting/status/2013449307387556024) 2026-01-20T03:11Z 323.8K followers, 312.7K engagements "TRUMP: BASED ON A VERY PRODUCTIVE MEETING WITH NATO I WILL NOT BE IMPOSING THE FEBRUARY 1ST TARIFFS THE TACO IS HERE" [X Link](https://x.com/amitisinvesting/status/2014058355338215507) 2026-01-21T19:31Z 322K followers, 236.4K engagements "US GDP & JOBS DATA TODAY: GDP for Q3 comes in at 4.4% above expectations of 4.3% Jobless claims come in at 200K below expectations of 210K so.the economy is growing faster than expected and people are filing for unemployment much lower than expected what does that mean for the short term likely no rate cuts on January 28th at the FOMC meeting probabilities now at 5% if more people have jobs they can spend more and if the economy is growing there might not be a desperate need to stimulate by cutting rates but for the markets we need growth in earnings and the best way to get that.is for people" [X Link](https://x.com/amitisinvesting/status/2014332924678545721) 2026-01-22T13:42Z 322.1K followers, 84.2K engagements "ELON'S FIRST EVER TALK AT THE WORLD ECONOMIC FORUM: - AI could become smarter than any individual human by the end of this year - We will start selling Optimus to the public by the end of next year - SpaceX will be soon launching solar-powered AI satellites Elon really is pretty excited about the future he continued to mention that work will be optional and most things will be free.quite the contrast from those that say AI is fake and will result in zero meaningful change for humanity. https://twitter.com/i/web/status/2014384214263701725 https://twitter.com/i/web/status/2014384214263701725" [X Link](https://x.com/amitisinvesting/status/2014384214263701725) 2026-01-22T17:06Z 323.5K followers, 118.2K engagements "$TSLA So my dad had the FSD trial for a month. He loved it. Could not stop talking about it. Trial ended [--] weeks ago and I asked him if I should upgrade his account for the $100/month. My dadbeing my dadsaid no because $100 is not worth it. Now I pay the $100 on my Tesla because I know its worth it. My dad drives 10x more than me so I knew he knew it was worth it but I gave him a week to go back to driving normal. Few nights ago he called me and told me to upgrade the software because he cant go back to driving 😂 FSD is the future. Best real world use case of AI. Just needs to penetrate more" [X Link](https://x.com/amitisinvesting/status/2014407704958140512) 2026-01-22T18:39Z 323.6K followers, 714.3K engagements "@lefttailguy i wonder which one has 50% operating margins and is actually keeping the most important governments safe lol" [X Link](https://x.com/amitisinvesting/status/2014511891247157299) 2026-01-23T01:33Z 324.3K followers, 42.4K engagements "$NVDA BREAKING: China has cleared tech companies to place orders for Nvidia H200 chips as per Bloomberg. - These companies can now discuss specifics details like the amount of chips they need. - China will still encourage companies to buy domestic chips along side Nvidia" [X Link](https://x.com/amitisinvesting/status/2014669829827932484) 2026-01-23T12:01Z 323.1K followers, 106.5K engagements "Sat down with Kari Ann Briski VP of Generative AI Software for Enterprise @ NVIDIA to discuss NVIDIAs Nemotron open models how training data can be used for building agentic systems and scaled AI enterprise adoption. Thank you to Kari @NVIDIAAIDev for taking the time" [X Link](https://x.com/amitisinvesting/status/2014729840935436634) 2026-01-23T16:00Z 321.9K followers, 65.5K engagements "NYC Meet Up is next Sunday We have about [--] spots left really excited to see everyone there. This will be the first meetup of [----] and should be a fun one. Steve Kris Matt and many more friends will be there with me. The purpose of these is to really give a human connection behind the X/YT chatter and it really is hard to describe how special & real things become when you talk to someone in person shake their hand have a drink with them get their contact and actually gain a friend you can talk to about similar interests which for usis the markets. Final spots available in the link below again" [X Link](https://x.com/amitisinvesting/status/2015106268495565202) 2026-01-24T16:55Z 321.8K followers, 108.9K engagements "BREAKING: US Government shutdown odds now approach 79% after Democrats threaten to not vote for the proposed spending bill unless new DHS and ICE funding is eliminated. The 40-day shutdown in October is likely shedding 1-2% off Q4 GDP. Q1 GDP is expected to be very strong but a shutdown could once again hurt growth. Given the US deficit and debt spending growth is the only cure right now as the USD continues to weaken as well. Silver & Gold are rocketing to new all time highs. https://twitter.com/i/web/status/2015560307989487941 https://twitter.com/i/web/status/2015560307989487941" [X Link](https://x.com/amitisinvesting/status/2015560307989487941) 2026-01-25T22:59Z 321.7K followers, 279.5K engagements "NANCY PELOSI'S LATEST FINANCIAL DISCLOSURE WAS RELEASED TODAY. She bought shares via exercising deep ITM call options on: $GOOGL [----] shares $AMZN [----] shares $NVDA [----] shares $TEM [----] shares She Sold: [-----] shares of $AAPL [-----] shares of $DIS [----] shares of $PYPL" [X Link](https://x.com/amitisinvesting/status/2015798190449086948) 2026-01-26T14:45Z 324.6K followers, 439.1K engagements "@sheslee Its weirdfeels like an artificial wall put there before earnings $BAH lost $21M worth of Gov contracts today because they couldnt handle taxpayers info correctly.seems like we know where that $21M should be going" [X Link](https://x.com/amitisinvesting/status/2015821825570124123) 2026-01-26T16:19Z 324.5K followers, [----] engagements "$GME MICHAEL BURRYS LATEST SUBSTACK IS A BULLISH ARGUMENT TO GO LONG GAMESTOP. Now it makes sense why Ryan Cohen CEO bought 1M shares last week. The largest voice of the AI bubble crowd has decided his next big bet is Gamestop. I own GME. I have been buying recently. I expect I am buying at what may soon be 1x tangible book value / 1x net asset value. And getting a young Ryan Cohen investing and deploying the companys capital and cash flows. Perhaps for the next [--] years. $GME +8% https://twitter.com/i/web/status/2015835930154930327 https://twitter.com/i/web/status/2015835930154930327" [X Link](https://x.com/amitisinvesting/status/2015835930154930327) 2026-01-26T17:15Z 324.1K followers, 112.6K engagements "@EndicottInvests MAKE IT STAY UP" [X Link](https://x.com/amitisinvesting/status/2015837451906933211) 2026-01-26T17:21Z 324.5K followers, [----] engagements "TRUMP: - SOUTH KOREA IS NOT LIVING UP TO THEIR SIDE OF OUR TRADE DEAL - UNTIL THEY DO I AM INCREASING TARIFFS ON AUTOS PHARMA & LUMBER FROM 15% TO 25% here we go again" [X Link](https://x.com/amitisinvesting/status/2015908271874293863) 2026-01-26T22:02Z 322.1K followers, 336.3K engagements "BIG TECH EARNINGS OFFICIALLY START TOMORROW. $META $MSFT and $TSLA kick us off. The S&P is up +1.37% YTD but is being massively outperformed by international stocks and small caps. High beta names have had an incredible year already. Tomorrow I think we need the large caps to remind the world why they are worth trillions of dollars. Maybe we start to see a rotation back into them which likely puts us at $SPX $7000. $META Zucks needs to tell us what hes doing with the capex besides making ads better any guidance of $100B capex MUST have support over explaining ROI especially if Zucks is" [X Link](https://x.com/amitisinvesting/status/2016207621741588965) 2026-01-27T17:52Z 321.7K followers, 154.9K engagements "TRUMP IS OKAY WITH A WEAK DOLLAR. So part of the move in precious metals has likely been a rotation or diversification by central banks/funds out of the USD. The $DXY or dollar index hit its lowest level this year at $95.80. For context it was at $109 before Trump came into office. It's now down 11% over the past year. Why does this matter [--]. When the dollar weakens U.S. goods become cheaper for foreign buyers. That means more exports more demand more jobs which helps big exporters manufacturers and multinationals. This is EXACTLY what Trump wants to decrease the trade deficit. [--]. When the" [X Link](https://x.com/amitisinvesting/status/2016307907009155484) 2026-01-28T00:30Z 324.3K followers, 255.3K engagements "BREAKING: The Federal Reserve leaves interest rates unchanged. There were two dissents governors Waller and Miran that wanted a 25bps cut. The Fed sees unemployment stabilizing and inflation remaining somewhat elevated" [X Link](https://x.com/amitisinvesting/status/2016587617526042874) 2026-01-28T19:02Z 322.1K followers, 92.4K engagements "POWELL: GOLD AND SILVER AREN'T RUNNING BECAUSE THE US IS LOSING CREDIBILITY lol.okay" [X Link](https://x.com/amitisinvesting/status/2016605559953260991) 2026-01-28T20:13Z 324K followers, 234.1K engagements "$META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS" [X Link](https://x.com/amitisinvesting/status/2016619058074898729) 2026-01-28T21:07Z 322.1K followers, 339.4K engagements "$MSFT MICROSOFT Q4 [----] EARNINGS: $81.3B Revenue +17% YoY $38.5B net income +60% YoY $4.14 of EPS +24% YoY Azure & Intelligent Cloud revenues crosses $50B Satya Nadella: We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises. We are pushing the frontier across our entire AI stack to drive new value for our customers and partners. https://twitter.com/i/web/status/2016628677283631188 https://twitter.com/i/web/status/2016628677283631188" [X Link](https://x.com/amitisinvesting/status/2016628677283631188) 2026-01-28T21:45Z 322.5K followers, 140.7K engagements "$META META Q4 [----] EARNINGS: $59.9B Revenue +24% YoY $8.88 EPS +11% YoY $115-$135B of capex guidance Ad impressions +14% YoY Average price per Ad +10% YoY Mark Zuckerberg: "I'm looking forward to advancing personal superintelligence for people around the world in 2026."" [X Link](https://x.com/amitisinvesting/status/2016629047732670836) 2026-01-28T21:46Z 324K followers, 74.3K engagements "$TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUCTION AND CONVERT THOSE FACTORIES FOR OPTIMUS PRODUCTION woah" [X Link](https://x.com/amitisinvesting/status/2016641794042191923) 2026-01-28T22:37Z 322.1K followers, 803.8K engagements "$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 for 30+ years. very bullish $HOOD Alright weve got to discuss whats going on right now When we found out that Brad Gerstner bought $120M of Robinhood last quarter what I failed to realize is that Brad is THE person who is pushing InvestAmerica. InvestAmerica is a piece of legislation that allows https://t.co/9wyvgrDhKW $HOOD" [X Link](https://x.com/amitisinvesting/status/2016996496709972158) 2026-01-29T22:06Z 324.1K followers, 207.7K engagements "$SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone continuing to buy the momentum in memory obviously cyclical but if the cycle continues its just really really hard to buy into the strength even though the forward multiples are not necessarily expensive at all one thing is true all this demand for memory should be very very bullish for $NVDA and the street giving premiums to the memory names but not Nvidia feels like" [X Link](https://x.com/amitisinvesting/status/2016997768858898480) 2026-01-29T22:11Z 323.2K followers, 147.4K engagements "@stocktalkweekly @lokhi71962865 @Stock Stocktalk is probably [--] out of like [--] people on the entire platform worth paying for 😂 Legit 🐐 who is transparent beyond imagination" [X Link](https://x.com/amitisinvesting/status/2017001229834965171) 2026-01-29T22:25Z 324.5K followers, 89.6K engagements "$TSLA BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI bro Musk has also discussed using SpaceXs Starship rockets to carry Teslas Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceXs data centers in orbit if the company can make the engineering work. if this happensElon will be meeting the requirements for his $1T compensation 😂 https://twitter.com/i/web/status/2017001950563160517 https://twitter.com/i/web/status/2017001950563160517" [X Link](https://x.com/amitisinvesting/status/2017001950563160517) 2026-01-29T22:28Z 324.4K followers, 258.2K engagements "BREAKING: President Trump has formally nominated Kevin Warsh to serve as the next Chair of the Federal Reserve" [X Link](https://x.com/amitisinvesting/status/2017206865524854916) 2026-01-30T12:02Z 323.1K followers, 108K engagements "crypto 🤢🤮" [X Link](https://x.com/amitisinvesting/status/2017656117677965661) 2026-01-31T17:47Z 324K followers, 151K engagements "Busy weekend with the NYC meetup (thank you to all [---] people who came) but have been keeping up with weekend events and obviously it has been ugly. Quick thoughts: - Most of this selling feels like an over-reaction to Warsh being the new Fed Chair and his hawkish stance around QE. Look ultimately Trump picked the guy and Trump wants a strong market. I think Warsh understands that and his previous clips of championing AI as a deflationary force may allow him to advocate for significantly lower rates. Bullish. - I think crypto is down for [--] reasons: Gold/Silver gaining momentum + leverage" [X Link](https://x.com/amitisinvesting/status/2018329531279392870) 2026-02-02T14:23Z 323.6K followers, 93.8K engagements "$PLTR PALANTIR Q4 [----] EARNINGS: - $1.4B Revenue +70% YoY - U.S. Revenue $1.71B +93% YoY - U.S. Comm Revenue $507M +137% - U.S. Gov Revenue $570M +66% - Rule of 40: 127% - Guiding for 61% FY [--] growth Palantir is becoming one of the greatest software companies in history" [X Link](https://x.com/amitisinvesting/status/2018447512323964940) 2026-02-02T22:12Z 324.4K followers, 235K engagements "bought $MSFT not that confident in the purchase but down 25% from the highs and almost below a $3T marketcap for missing cloud rev by 2% seems extreme maybe the OpenAI headwinds continue to exist fully prepared to average down but dipping toes SaaS carnage continues" [X Link](https://x.com/amitisinvesting/status/2018736183988179359) 2026-02-03T17:19Z 324.3K followers, 191.6K engagements "@sama billionaire beef is the best kind" [X Link](https://x.com/amitisinvesting/status/2018821924495995225) 2026-02-03T23:00Z 323.8K followers, 110.7K engagements "my friend telling me about how he bought the dip me: youyou have money to buy the dip" [X Link](https://x.com/amitisinvesting/status/2018885488443118004) 2026-02-04T03:13Z 323.6K followers, 98.1K engagements "@joshhart my same reaction to the market bro" [X Link](https://x.com/amitisinvesting/status/2019137727456010712) 2026-02-04T19:55Z 321.7K followers, 44.1K engagements "@zerohedge oh my" [X Link](https://x.com/amitisinvesting/status/2019249435663069381) 2026-02-05T03:19Z 322.5K followers, 41.4K engagements "@Couch_Investor seems like this has been the correlation" [X Link](https://x.com/amitisinvesting/status/2019405847781425436) 2026-02-05T13:40Z 324.4K followers, 13.9K engagements "$BTC now lower than what it was before November [----] elections just round-tripped the most friendly crypto admin ever absolutely incredible" [X Link](https://x.com/amitisinvesting/status/2019475756657569805) 2026-02-05T18:18Z 324.5K followers, 163.2K engagements "@optionscjp really hoping I can go with oh boy shes greeny green 😭😭😭😭😭 hard day to report" [X Link](https://x.com/amitisinvesting/status/2019507311660925067) 2026-02-05T20:23Z 321.7K followers, 23.8K engagements "@BaileyRChilders yes" [X Link](https://x.com/amitisinvesting/status/2019593675010146473) 2026-02-06T02:07Z 321.8K followers, 10.2K engagements "@wallstengine aka negative FCF" [X Link](https://x.com/amitisinvesting/status/2019598158268100765) 2026-02-06T02:24Z 322.1K followers, 39K engagements "@mexinvesting Excited to see you" [X Link](https://x.com/amitisinvesting/status/2019808393733840978) 2026-02-06T16:20Z 321.9K followers, [----] engagements "@AdityaInvests90 yes" [X Link](https://x.com/amitisinvesting/status/2019980239783522317) 2026-02-07T03:43Z 322.9K followers, [----] engagements "@FetzInvests @stevenfiorillo @YouTube thank you for taking the time to watch" [X Link](https://x.com/amitisinvesting/status/2020166848990573038) 2026-02-07T16:04Z 322.3K followers, [----] engagements "@sachinvats man.equity markets are not easy to survive in when it feels like the bottom is falling out" [X Link](https://x.com/amitisinvesting/status/2020172399992324284) 2026-02-07T16:26Z 323K followers, 25.4K engagements "@tipsyincavalli one of his best quotes" [X Link](https://x.com/amitisinvesting/status/2020172574219473215) 2026-02-07T16:27Z 322.4K followers, [----] engagements "@DumbMoneyCapitl @stevenfiorillo @Downtown @basispointpod Love the compound was so honored to have him on as the first guest" [X Link](https://x.com/amitisinvesting/status/2020298842739224970) 2026-02-08T00:49Z 322.5K followers, [---] engagements "@jrouldz Did a deep dive on them at $230 and the only issue I had was valuation Valuation is much more compelling now" [X Link](https://x.com/amitisinvesting/status/2020313262995435939) 2026-02-08T01:46Z 324.3K followers, 37.8K engagements "@thisguy714 He really brought the milk 🤣 looking forward to seeing you in LA" [X Link](https://x.com/amitisinvesting/status/2020319456342225124) 2026-02-08T02:11Z 322.5K followers, [---] engagements "@SPYCALLS25 @Downtown glad you enjoyed" [X Link](https://x.com/amitisinvesting/status/2020351117151072494) 2026-02-08T04:16Z 322.5K followers, [---] engagements "@WillAdamsDPT @stevenfiorillo Really glad you enjoyed it One of our biggest things with this pod is to make sure we let guests speakso important to just let them tell the story" [X Link](https://x.com/amitisinvesting/status/2020530056020259323) 2026-02-08T16:07Z 323.1K followers, [----] engagements "@qualtrim Honestly this is my favorite Mag [--] dip buy right now. They are guiding for 33% revenue growth. Its absolutely crazy. Round tripped the entire earnings move" [X Link](https://x.com/amitisinvesting/status/2020556944054923496) 2026-02-08T17:54Z 324.4K followers, 51.8K engagements "@PGAFrankM Superbowl tonight 😭" [X Link](https://x.com/amitisinvesting/status/2020663704920998033) 2026-02-09T00:59Z 323.1K followers, [----] engagements "@mreiffy Feels possible but I think they will crush in such a way that it makes the street really think twice before selling her off" [X Link](https://x.com/amitisinvesting/status/2020663849444127143) 2026-02-09T00:59Z 323.1K followers, [----] engagements "@Mr_Derivatives AI 😆 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo https://t.co/7wUReuMqi8 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo" [X Link](https://x.com/amitisinvesting/status/2021277612597821746) 2026-02-10T17:38Z 324K followers, 35.8K engagements "@ChrisCamillo" [X Link](https://x.com/amitisinvesting/status/2021352643747369371) 2026-02-10T22:36Z 324.2K followers, [----] engagements "@JuanRodrig07 People just hate Vlad its fine Were on the side of the guy who wins and executes not the person who cringes at prediction markets but has no problem their iphone is made with slave labor wages in china 🫣" [X Link](https://x.com/amitisinvesting/status/2021393761486643496) 2026-02-11T01:20Z 324.5K followers, 36.4K engagements "No having a cellphone is not mandatory. That is absolutely a view coming from privilege. Billions of people live with no cellphone. BTW even if it is essentialshould people be paid [--] cents an hour to make it Are you okay with using your phone for Apple and Googles profit margins" [X Link](https://x.com/amitisinvesting/status/2021396569690374207) 2026-02-11T01:31Z 324K followers, [---] engagements "@Mopar4Life @JuanRodrig07 You know what also ruins families Someone being paid 50c an hour so you can enjoy your iPhone" [X Link](https://x.com/amitisinvesting/status/2021408177145938144) 2026-02-11T02:17Z 324K followers, [---] engagements "@plureonic @JuanRodrig07 Why do options or derivatives exist" [X Link](https://x.com/amitisinvesting/status/2021426252192915834) 2026-02-11T03:29Z 324K followers, [---] engagements "@howardlindzon 25K banking accounts $400M in deposits 50% direct deposit So much room to grow on the non degenerate side of the business" [X Link](https://x.com/amitisinvesting/status/2021641253880832021) 2026-02-11T17:43Z 324.3K followers, 23K engagements "@StockMKTNewz $76.50" [X Link](https://x.com/amitisinvesting/status/2021665269144596685) 2026-02-11T19:18Z 324.3K followers, 13.3K engagements "@Sumeet2692 @StockMKTNewz $BTC needs to dip hard for that but its possible" [X Link](https://x.com/amitisinvesting/status/2021673609853612456) 2026-02-11T19:52Z 324.3K followers, [----] engagements "@JulieLaw812 Appreciate you Julie" [X Link](https://x.com/amitisinvesting/status/2021682252044714273) 2026-02-11T20:26Z 324.4K followers, [----] engagements "RT @stocktalkweekly: In October of last year I began 'Equity Edge' with @amitisinvesting Since then I've pitched [--] stocks: Oct [--] - $AMK" [X Link](https://x.com/amitisinvesting/status/2021727278737109385) 2026-02-11T23:25Z 324.5K followers, [--] engagements "@CarioCapital Very confused on this one" [X Link](https://x.com/amitisinvesting/status/2021727994109100095) 2026-02-11T23:28Z 324.4K followers, 38.3K engagements "@RangarajSrikan1 Yup. If gold and silver are taking up capital non-growth growth stocks are not going to get the bid when meta amzn msft get sold off. Just easier to buy big tech or names growing 30-40% but being sold off" [X Link](https://x.com/amitisinvesting/status/2021740935332200955) 2026-02-12T00:19Z 324.4K followers, [----] engagements "@OrionCasts For now its a holdthe entire market has shifted even $shop or $app could not catch a bid today on great earnings Opportunity cost is real but if you take the money and put it into something else that just gets hit by the market then holding here to me makes more sense" [X Link](https://x.com/amitisinvesting/status/2021746351726284901) 2026-02-12T00:41Z 324.5K followers, [----] engagements "@MikeLongTerm Was really nice to see the video callthey are putting in MUCH more effort" [X Link](https://x.com/amitisinvesting/status/2021758423243600358) 2026-02-12T01:29Z 324.4K followers, [----] engagements "@ThaDeGen Yeah on second glance I do not hate the move but Im not sure it immediately adds to fintech growthdefinitely a longer term acquisition. Also they didnt spend $425M thats the value of the company so likely was much cheaper for them" [X Link](https://x.com/amitisinvesting/status/2021762253994045583) 2026-02-12T01:44Z 324.4K followers, [----] engagements "@samsolid57 Bouncing off $79 everyday 👀" [X Link](https://x.com/amitisinvesting/status/2021806764014850510) 2026-02-12T04:41Z 324.4K followers, [----] engagements "@jp_strategic Maybe one day $HOOD will make the list 😂" [X Link](https://x.com/amitisinvesting/status/2021807027148722512) 2026-02-12T04:42Z 324.4K followers, [----] engagements "CAN SOMEONE EXPLAIN WHY DELL $DELL COMPUTERS ARE UP 7% TODAY" [X Link](https://x.com/amitisinvesting/status/1795904276146876840) 2024-05-29T19:45Z 325K followers, 330.2K engagements "$HOOD ROBINHOOD INTRODUCES COLLEGE BASKETBALL TOURNAMENT CONTRACTS" [X Link](https://x.com/amitisinvesting/status/1901624112696496340) 2025-03-17T13:18Z 324.8K followers, 408.6K engagements "$HOOD ROBINHOOD Q1 [----] EARNINGS: - $927M Revenues +50% YoY - $0.37 EPS +114% YoY - Total AUC $221B +70% YoY - Net Deposits of $18B +7B in just March - 3.2M Gold Subscribers +90% YoY - Bought back 7.2M shares added another $500M for buybacks Vlad is on a mission" [X Link](https://x.com/amitisinvesting/status/1917681961482740153) 2025-04-30T20:46Z 324.8K followers, 361.4K engagements "$PLTR Spoke today on Bloomberg about Palantir's Q1 earnings the volatility in the stock and why retail is interested in the company. Thank you for everyone who reached out this is a win for all of us a community & excited to continue on the journey" [X Link](https://x.com/amitisinvesting/status/1919788518554861774) 2025-05-06T16:17Z 325.1K followers, 256.3K engagements "MICHAEL BURRY SELLS EVERYTHING IN Q1 & GOES LONG $EL ESTEE LAUDER WITH 200K SHARES betting on makeup" [X Link](https://x.com/amitisinvesting/status/1923137171340337304) 2025-05-15T22:03Z 325.1K followers, 361K engagements "One of the more intense exchanges today from Powells testimony today: You are causing the country $400B youre the only person who has the power to do that. You care more about Harvard gender study majors over plumbers in Ohio who cant afford a car loan because of rates" [X Link](https://x.com/amitisinvesting/status/1937905172501659772) 2025-06-25T16:06Z 325.2K followers, 1.6M engagements "for the culture $100" [X Link](https://x.com/amitisinvesting/status/1940447610936119359) 2025-07-02T16:28Z 324.8K followers, 419.7K engagements "WHY $FIG FIGMA IS ONE OF THE DIRTIEST GAMES WALL STREET PLAYED ALL YEAR: Lets dive in. Figma sold 36M shares to the public at $33/share raising $1.2B. 24M shares came from investors 12M came from insiders. Big banks usually underwrite an IPO. Underwriting is a fancy way of saying that Goldman JPMorgan etc. analyze the business and try to figure out what its worth. They all told Figma that the business is worth $33/sharebut then the banks took those 36M shares after giving Figma the $1.2B and then priced them at $100 a share. Wall Street made about $2B on the difference between $100 and $33" [X Link](https://x.com/amitisinvesting/status/1951179300998119635) 2025-08-01T07:12Z 325K followers, 319.2K engagements "HOW TO PLAY $ETH: [--]. Ethereum itself [--]. $BMNR $SBET Ethereum treasuries while many more are popping up these two are the ones that have a sizeable amount on the balance sheet and have already approved the capital to buy more. I like $BMNR more because I trust Tom Lee who is the chairman of it. [--]. $HOOD Robinhood is one of the cheapest platforms to buy Ethereum on as more people continue to trade it that increases trading volumes which increases transaction revenues. Robinhood is now charging upwards of 30% more on their take rate for crypto than last year (still 50% cheaper than $COIN) so" [X Link](https://x.com/amitisinvesting/status/1954290968062288215) 2025-08-09T21:17Z 325K followers, 469.6K engagements "$HOOD BREAKING: Robinhood announces that they have filed with the SEC to launch Robinhood Ventures Fund I (RVI) a concentrated portfolio of innovative private companies leading their industries. Well folks looks like Robinhood is going to IPO a fund that allows retail to invest in the best private companies. For decades wealthy people and institutions have invested in private companies while retail investors have been unfairly locked out. With Robinhood Ventures everyday people will be able to invest in opportunities once reserved for the elite said Robinhood Chairman and CEO Vlad Tenev." [X Link](https://x.com/amitisinvesting/status/1967568753970827488) 2025-09-15T12:38Z 325.2K followers, 622.4K engagements "alright so are we buying the dip 😂" [X Link](https://x.com/anyuser/status/1976680720908320983) 2025-10-10T16:06Z 325.1K followers, 399.4K engagements "$BMNR TOM LEE BOUGHT ANOTHER +200K $ETH LAST WEEK. Bitmine now has [-------] Ethereum on their balance sheet. Tom Lee: "The crypto liquidation over the past few days created a price decline in ETH which BitMine took advantage of. We acquired [------] ETH tokens over the past few days pushing our ETH holdings to over [--] million or 2.5% of the supply of ETH. We are now more than halfway towards our initial pursuit of the 'alchemy of 5%' of ETH."" [X Link](https://x.com/amitisinvesting/status/1977716444914761868) 2025-10-13T12:41Z 324.9K followers, 241K engagements "Equity Edge Episode [--] will be on $ENS. EnerSys is in the energy space a provider of stored energy solutions specializing in batteries. Will be live with @stocktalkweekly at 12:30PM EST https://x.com/i/spaces/1dRKZaVQbXbxB https://x.com/i/spaces/1dRKZaVQbXbxB" [X Link](https://x.com/amitisinvesting/status/1978440277409853672) 2025-10-15T12:38Z 325.1K followers, 70.3K engagements "$HOOD ROBINHOOD Q3 [----] EARNINGS: $1.27B Revenue +100% YoY $556M Net Income +271% YoY $0.61 EPS +259% YoY $742M Adjusted EBITDA +177% YoY 3.9M Gold Subscribers +77% YoY 26.8M Funded Customers +10% YoY $333B Platform Assets +119% YoY Vlad is on a mission" [X Link](https://x.com/amitisinvesting/status/1986186896977109501) 2025-11-05T21:40Z 325.1K followers, 220K engagements "ugly day once again there isnt a massive headline but heres what I think is causing it: - market wanted CPI today white house said lol not gonna happen so lack of data is causing issues - Verizon just announced 15K layoffs 15% of their workforcemarkets seem to be thinking they can not ignore labor market even without data - [--] different fed presidents all came out over the past [--] hours and said they are more concerned about inflationPowell a few weeks ago made it clear he cares more about the downside risk to the labor market so the sudden shift is now making people think a december cut wont" [X Link](https://x.com/anyuser/status/1989014616437866995) 2025-11-13T16:56Z 325.1K followers, 818.5K engagements "BREAKING: Amazon $AMZN is investing up to $50B to expand AI and supercomputing infrastructure for US government agencies. - Amazon Web Services (AWS) will build and deploy the first-ever AI and high-performance computing (HPC) purpose-built infrastructure for the U.S. government. - New investment will add nearly [---] gigawatts of compute capacity across AWS Top Secret AWS Secret and AWS GovCloud (US) Regions across all classification levels. - Expands access to AWS's trusted infrastructure and comprehensive AI services to help government agencies advance Americas AI leadership. $50B just for" [X Link](https://x.com/amitisinvesting/status/1992991961540661704) 2025-11-24T16:21Z 324.9K followers, 257.9K engagements "Cathie Wood $ARKK today: Buys: - $GOOG [------] shares - $META [-----] shares - $XYZ [------] shares - $CRWV [------] shares - $HOOD [----] shares Sells: - $AMD [------] shares - $GTLB [------] shares - $PLTR [------] shares" [X Link](https://x.com/amitisinvesting/status/1993488525908754690) 2025-11-26T01:14Z 324.8K followers, 324K engagements "$PLTR $NVDA BREAKING: Palantir launches Chain Reaction a new product to function as the operating system for American AI infrastructure. The founding partners for this new operating system are CenterPoint Energy & Nvidia. Chain Reaction aims to: - Transform aging power generation into high-uptime resources capable of meeting AIs massive demand - Stabilize and expand the power grid to meet surging demand from data centers and electrification - Accelerate construction of new generation transmission and compute capacity - Enable the design development and reproducibility of future hyperscale" [X Link](https://x.com/amitisinvesting/status/1996562005075914959) 2025-12-04T12:47Z 325.1K followers, 520.2K engagements "Cant even blame retail for leaving what seems to be dead money in an environment like this I just cant chase something with a very high valuation but you look dumb holding on to something not moving vs something up 50% Ultimately comes down to what type of investor you are and at this point i am fine with holding some i understand and believe vs chasing" [X Link](https://x.com/amitisinvesting/status/2011847387208106267) 2026-01-15T17:06Z 324.8K followers, 10.6K engagements "GERMANY MORNING PRICE ACTION FOR US EQUITIES: If this continues overnight markets may show these prices line up to the current quotes. Can take any requests & try to convert the prices for certain tickers in the comments but not all are fully liquid or quoted in Germany" [X Link](https://x.com/amitisinvesting/status/2013262080162333142) 2026-01-19T14:47Z 325.2K followers, 251.3K engagements "Gold going for $5000 and Silver going for $100 🤯 They both dipped yesterday after Trump took off the Greenland Tariffs because more stability is supposed to be bad for assets that hedge yet today they are right back on track. If treasuries are being dumped across the world feels like the beneficiaires are the commodities as central banks diversify from the USD One can argue that Gold and Silver are not as safe as a US 10-yr guaranteed yield but they continue to outperform and offer a better return to those that keep buying in. Have you sold Gold/Silver or are you adding to them" [X Link](https://x.com/amitisinvesting/status/2014384902238576934) 2026-01-22T17:09Z 325.1K followers, 76.9K engagements "the entire world is watching Silver and Gold and it's quite incredible to witness gold + silver = $41T worth of market cap what do we think global central banks keep diversifying away from the USD & continue to pump commodities or is this a giant rugpull waiting to happen" [X Link](https://x.com/amitisinvesting/status/2015843562319937780) 2026-01-26T17:45Z 325.1K followers, 226.9K engagements "$AAPL APPLE ABSOLUTELY SMASHES EARNINGS - EPS $2.84 EST. $2.68 - REV. $143.76B EST. $138.4B - CHINA REV. $25.53B EST. $21.82B best quarter in over [--] years.market needed this one" [X Link](https://x.com/amitisinvesting/status/2016990523265843313) 2026-01-29T21:43Z 325.1K followers, 122.1K engagements "@FetzInvests @Stash great summary" [X Link](https://x.com/amitisinvesting/status/2021798991441334561) 2026-02-12T04:10Z 324.8K followers, [----] engagements "@howardlindzon @ChrisCamillo He got me in as well and I am very very grateful to him for it. When humanoids become mainstream Chris Camillo will be the face of that movement as the first person to have clearly told the story years before it happened" [X Link](https://x.com/amitisinvesting/status/2021801475375247572) 2026-02-12T04:20Z 324.8K followers, 14.4K engagements "BREAKING: The Norway State Pension Fund one of the worlds largest pension fund has just said they will vote against Elon Musks new $TSLA Tesla $56B compensation package. They own about 1% of all shares outstanding. I cant imagine what Elon is feeling. This is anti-capitalism anti-America anti-hard work. Its just so disgusting to see" [X Link](https://x.com/amitisinvesting/status/1799405994843222249) 2024-06-08T11:39Z 325.3K followers, 1.9M engagements "PALANTIR IS NOW IN THE S&P 500" [X Link](https://x.com/amitisinvesting/status/1834364827273433369) 2024-09-12T22:53Z 325.4K followers, 411.7K engagements "So Mark Rober a famous tech YouTuber made a video about Teslas self driving. It got 10M views. It was negative on Tesla. The video was sponsored by Luminar Technologies a LIDAR company and their stock is up 20% gaining around $35M in market cap. If they paid him $2M to do the video they just got a 17x ROI off that marketing spend. How is this not an obvious conflict of interest Why do these famous YouTubers constantly sell out their audience for money Does anyone not value their brand anymore Absolutely ridiculous if $TSLA is down 5% today because of this video" [X Link](https://x.com/amitisinvesting/status/1901665455384776869) 2025-03-17T16:02Z 325.3K followers, 1.3M engagements "$HOOD ROBINHOOD INTRODUCES ROBINHOOD BANKING" [X Link](https://x.com/amitisinvesting/status/1905078550685945959) 2025-03-27T02:04Z 325.5K followers, 1.4M engagements "Bitmine $BMNR bought 13M shares of $OCTO at $1.46. They are up 2500% on that investment as per todays move. If the stock stays at these levels which is trading at about 30x NAV then that $20M would be worth $550M on paper. Seems like Tom Lee is looking to invest in companies building on $ETH to support them thereby supporting the entire Ethereum network increasing the value of Ethereum (which Bitmine wants to own 5% of) and as resultbecoming a full-fledged Ethereum ecosystem play. BREAKING: Tom Lee's Bitmine $BMNR is making their first "moonshot investment" into $OCTO a company that will" [X Link](https://x.com/amitisinvesting/status/1965078915099078794) 2025-09-08T15:44Z 325.3K followers, 906.8K engagements "TRUMP: - DONT WORRY ABOUT CHINA IT WILL ALL BE FINE - PRESIDENT XI JUST HAD A BAD MOMENT - THE USA WANTS TO HELP CHINA NOT HURT IT omg the most hated V shape [---] coming up 😂" [X Link](https://x.com/amitisinvesting/status/1977417238480359452) 2025-10-12T16:53Z 325.3K followers, 718.9K engagements "did anyone realize that on Wednesday we have an FOMC meeting to discuss the future of interest rates in the USA and then [--] hours later we have $META $GOOGL $MSFT all reporting at the same time gonna be a massive day but if all [--] crushand we get rate cuts 🥶🥶🥶🥶" [X Link](https://x.com/amitisinvesting/status/1982982983478038765) 2025-10-28T01:29Z 325.3K followers, 385.4K engagements "TRUMP ON THE OUTCOMES OF HIS MEETING WITH XI: - US and China will work to collaborate on Ukraine. - Trump will visit China in April [----] and Xi will visit the US soon. - China will begin buying soybeans and resume rare earth exports. - The US and China will continue to further discuss Nvidia chip restrictions. - Overall China tariffs cut to 47% from 57%. - Fentanyl tariffs slashed to 10% now and China will work on stopping the spread of Fentanyl. LFG" [X Link](https://x.com/amitisinvesting/status/1983761154120745452) 2025-10-30T05:01Z 325.3K followers, 479K engagements "$PLTR Really important point below: Michael Burry never publishes his 13F early. This is one of the first times in a decade that he didlikely because he was severely underwater on his Palantir puts. Given he bought those puts at any time during July - September (Q3) then unless he bought Palantir puts at $200 which wouldnt be possible since that happened during Q4 he was underwater. Part of the reason to disclose early may have been to get the market to use the headline to then allow him to get exit liquidity since the trade was simply not going his way. While Palantir is down from earnings" [X Link](https://x.com/amitisinvesting/status/1986532801420611647) 2025-11-06T20:35Z 325.4K followers, 804.3K engagements "me when I realize $hood market cap is $12B and they have $6B in cash and no debt" [X Link](https://x.com/anyuser/status/1759015314195636507) 2024-02-18T00:41Z 325.5K followers, 537.7K engagements "I sat down with the CEO and CoFounder of Robinhood Vlad Tenev to discuss a variety of topics after Robinhood's Gold Standard event. In the podcast we discussed the early days of Robinhood and how the company grew the economicsbehind Robinhood Gold's new 1% unlimited match on depositshow Robinhood thinks of the credit market with their new 3% cash back card international expansion crypto and more. This was one of the first long-form podcasts Vlad has sat down for in over [--] years so was very grateful for him giving the time after one of the busiest weeks in history for the company following" [X Link](https://x.com/amitisinvesting/status/1775568982814105930) 2024-04-03T17:00Z 325.5K followers, 6.9M engagements "$PLTR PALANTIR REAL WORLD DEMO OF BUILDING AN ONTOLOGY & UTILIZING IT VIA AIP If youve never seen what the ontology looks like in action for Palantir this is an incredible example to take a look at:" [X Link](https://x.com/amitisinvesting/status/1864808349495165256) 2024-12-05T23:05Z 325.5K followers, 267.6K engagements "Cathie Wood $ARKK today: Buys: $ACHR [------] shares $OKLO [------] shares Sells: $TSLA [-----] shares $PLTR [-----] shares $RKLB [------] shares $SHOP [-----] shares" [X Link](https://x.com/amitisinvesting/status/2003274998245654818) 2025-12-23T01:22Z 325.5K followers, 250.8K engagements "The SaaS carnage is confusing for this simple premise: If AI is going to commoditize all of SaaS then why isnt the market rotating heavily into Semis and Hyperscalers If Anthropic were to destroy $CRM and $NOW Id imagine we need tons of compute. More than we can fathom if agents take over hundreds of billions of marketcap for SaaS companies. Yet the market is selling off SaaS AND AI names which doesnt seem to make sense if all the demand for the SaaS carnage will lead to AI growth. Also how is AI a bubble if we are talking about massive enterprise software companies being decimated by AI The" [X Link](https://x.com/amitisinvesting/status/2019477070217375951) 2026-02-05T18:23Z 325.5K followers, 368.9K engagements "FUTURES Green across the board Bitcoin also just hit $72K. If last weeks sell off was just the market having a temper tantrum then maybe we begin somewhat of a recovery after a flushout & deleveraging event on many names. Big Tech is spending $650B on capex this year and accelerating growth. Thats the story. $NVDA reporting in a few weeks may put an exclamation point on all these big tech earnings. $SPY $QQQ $IWM $BTC https://twitter.com/i/web/status/2020637650110038139 https://twitter.com/i/web/status/2020637650110038139" [X Link](https://x.com/amitisinvesting/status/2020637650110038139) 2026-02-08T23:15Z 325.5K followers, 122.9K engagements "S&P [---] TOP [--] COMPANIES YEAR TO DATE: As you can see the big tech names are nowhere to be found. Three out of the top ten are memory companies. The good part about this is twofold: [--]. The breadth that is being shown across the market -- S&P basically at ATH with none of the most important names being in the top [--] list. [--]. There is so much room to grow for tech companies that are nowhere to be found on the list their multiples are relatively sane and if they continue to execute in the way that they have they should be out-performers from here which would only continue to help the S&P more" [X Link](https://x.com/amitisinvesting/status/2020940533971984713) 2026-02-09T19:19Z 325.5K followers, 101.4K engagements "$MSFT $META $AMZN $GOOGL $NVDA The story is CapEx. That's it. That's all that matters. Now that big tech earnings are done it's quite obvious that the AI buildout will continue throughout [----]. Around $650B will be spent from Microsoft Meta Amazon and Google this year. The same reason all of those stocks are down is the same reason to be excited around GDP growth: capex will fuel GDP but it will also result in decreased or even negative FCF for many of the big tech companies. The winners Obviously $NVDA $AMD $AVGO $TSM and all the other players in the semiconductor ecosystem as the biggest" [X Link](https://x.com/amitisinvesting/status/2020940652217872885) 2026-02-09T19:19Z 325.5K followers, 95.3K engagements "$HOOD For everyone complaining about prediction markets it looks like Robinhood will now allow you to turn it off. Listening to users and implementing quickly has always been their strong suit Looks like the message finally got through. Thank you @RobinhoodApp https://t.co/IHckmNfiuE Looks like the message finally got through. Thank you @RobinhoodApp https://t.co/IHckmNfiuE" [X Link](https://x.com/amitisinvesting/status/2021620602902385117) 2026-02-11T16:21Z 325.5K followers, 118.8K engagements "the $SHOP reversal was one of the nastiest earnings moves weve seen today $145 in the premarket down to $110 during the open the street not letting $SHOP run after an incredible quarter just shows how hard they are being on growth names even after good numbers but maybe because Shopify is a SaaS is anyone interested in this dip have never had a position but have always been interested https://twitter.com/i/web/status/2021671097045831920 https://twitter.com/i/web/status/2021671097045831920" [X Link](https://x.com/amitisinvesting/status/2021671097045831920) 2026-02-11T19:42Z 325.5K followers, 158.7K engagements "last thursday we had a similar decline to what we are seeing today.but it was for really no reason then we recovered massively on friday one week later today we are once again seeing new lows from last week for what it feels like is no major headline amazing companies getting sold off on great earnings utilities defensives industrials leading the way $VZ is up 20% this year last time it did that [----] choppiness isn't even the word.this market is moody emotional thinks AI is dead one day then thinks AI will destroy every industry the next.just a hard environment to navigate but the winners of" [X Link](https://x.com/amitisinvesting/status/2022016168786067882) 2026-02-12T18:33Z 325.5K followers, 166.8K engagements "Dan Ives as guest #2 for Basis Points @stevenfiorillo @basispointpod @DivesTech" [X Link](https://x.com/amitisinvesting/status/2022115574617452621) 2026-02-13T01:08Z 325.5K followers, 58.8K engagements "@RJCcapital 😂" [X Link](https://x.com/amitisinvesting/status/2023048557566005434) 2026-02-15T14:55Z 325.5K followers, [----] engagements "yesterday was one of the first days being on X where it felt kinda crazy to realize everyone has an opinion on you and will say anything they like i guess its what comes with the territory to clear up a few things: - i saw many people say amit thinks hes some investing guru and now wants to go toe to toe with burry quite the opposite part of the reason I think people follow is because i am honest about learning in real time with them about whatever topic (like commodities over the past month) i just happen to have decent communication skills so I can quickly learn to turn research into spoken" [X Link](https://x.com/amitisinvesting/status/2023051661262877057) 2026-02-15T15:07Z 325.5K followers, 114.9K engagements "@em013L the fact that he said you have to pay $400 to have a conversation with me was a bit a crazy for someone so rich 💀 such an obvious grift that was not looking for conversation but looking to drive subscriptions revenue" [X Link](https://x.com/amitisinvesting/status/2023055446656106690) 2026-02-15T15:22Z 325.5K followers, [----] engagements "@WhitePine009 the deleting stuff and spamming the article thing is really weird its almost as if he wants to create controversy for a few hours get traction then take it down because its not good content and use the traction to spam links just such a weird thing to see from him" [X Link](https://x.com/amitisinvesting/status/2023090301553012813) 2026-02-15T17:41Z 325.5K followers, 12K engagements "WHY DONALD TRUMP WANTS THE MARKET TO CRASH .in the short term This chart below sums up the reasoning behind what the current adminstration is doing and why it is having adverse effects on the market. Kris @KrisPatel99 did a great job today explaining this more in depth on the market open & I think the thesis checks out: [--]. We have $7T of debt we need to pay in the next [--] monthsif we dont pay it well have to refinance. [--]. The Trump admin does NOT want to refinance at a 4%+ ratethe 10yr at one point this year was 4.8%. [--]. How do you get the 10yr to come down Markets need to show weakness in" [X Link](https://x.com/amitisinvesting/status/1896972241415344477) 2025-03-04T17:13Z 325.4K followers, 10.1M engagements "ELIZABETH WARREN JUST NOW ON CNBC: "Trump should not be calling for Powell to lower rates and say he wants him fired. This is hurting the nature of democracy and will ruin the stock market." Also Elizabeth Warren [--] months ago:" [X Link](https://x.com/amitisinvesting/status/1912874337977197049) 2025-04-17T14:22Z 325.4K followers, 1.1M engagements "IF YOU ARE WONDERING WHY STOCKS JUST ALL WENT DOWN AT ONCE WE JUST HAD A HORRIBLE BOND AUCTION IN THE UNITED STATES FOR OUR 20-YEAR TREASURIES Because of the lack of biddersit caused the 20-year bond yield to surge to 5.1%. Credit market is screaming for help right now" [X Link](https://x.com/amitisinvesting/status/1925241383973011968) 2025-05-21T17:24Z 325.4K followers, 5.5M engagements "$HOOD ROBINHOOD LAUNCHES THE FIRST EVER PRIVATE STOCK TOKENS FOR CUSTOMERS TO ACCESS IN THE EU The first two private companies SpaceX and OpenAI. Oh. My. Hoodness" [X Link](https://x.com/amitisinvesting/status/1939716899656679693) 2025-06-30T16:05Z 325.4K followers, 2.1M engagements "Tom Lee is raising $20B to buy more Ethereum oh my goodness $BMNR $ETH" [X Link](https://x.com/amitisinvesting/status/1955240420121747852) 2025-08-12T12:10Z 325.4K followers, 694.6K engagements "Badie x AK part [--] @ $HOOD Summit The man the myth the legend @amitisinvesting has given us a community and a place to invest in ways we never thought possible. Thank you and lfg https://t.co/SIPpcHrBKz The man the myth the legend @amitisinvesting has given us a community and a place to invest in ways we never thought possible. Thank you and lfg https://t.co/SIPpcHrBKz" [X Link](https://x.com/amitisinvesting/status/1965567686362234953) 2025-09-10T00:07Z 325.5K followers, 277.6K engagements "$HOOD You can now use plain english to code a custom indicator on Robinhood Legend. Powered by Robinhoods AI Cortex. goodness bro 🤯" [X Link](https://x.com/amitisinvesting/status/1965586034089177396) 2025-09-10T01:20Z 325.4K followers, 434.4K engagements "MARK ZUCKERBERG: We are going to spend aggressively. Even if we lose a couple hundred billion it would suck but its better than being behind the race for super intelligence. To even hear Zucks say thisit shows how important they believe the opportunity is. Cap-ex is not slowing down. $META $NVDA" [X Link](https://x.com/amitisinvesting/status/1969094789942718858) 2025-09-19T17:42Z 325.4K followers, 2.4M engagements "I know very little about Quantum. However the $IONQ CEO saying that $NVDA GPUs will become irrelevant by [----] is quite the claim. "The blackwell chip will look dated by [----] and honestly that will wipe the floor with any other supercomputer that exists on earth." Either this is the greatest opportunity ever given $IONQ would be gunning for Nvidia's marketshare which would mean their $20B marketcap would have a chance to reach many trillions.or someone is greatly exaggerating the truth and creating a false narrative. https://twitter.com/i/web/status/1971258921030668481" [X Link](https://x.com/amitisinvesting/status/1971258921030668481) 2025-09-25T17:02Z 325.4K followers, 1.2M engagements "$NVDA $TSLA Even after Nvidias $100B deal with OpenAI this week Jensen believes that Elon will be a big winner I would not be surprised if he gets to 1GW before anyone else. He has a sense of urgency and can manage complex systems. He is the ultimate GPU" [X Link](https://x.com/amitisinvesting/status/1971618640983478750) 2025-09-26T16:51Z 325.4K followers, 494.2K engagements "launched a substack 1) goal is [--] deepdives a month [--] weeks per company and 10-15 pages per deepdive 2) idea behind it is forcing myself to spend more time with new companies and become better at analyzing businesses 3) will be free no paywall ever please comment a company youd like a deepdive on first one will launch Oct [--] 🙌" [X Link](https://x.com/amitisinvesting/status/1973783558842937438) 2025-10-02T16:14Z 325.4K followers, 351.5K engagements "$NVDA BREAKING: The United States has approved several billion dollars worth of Nvidias chip exports to the United Arab Emirates as per Bloomberg. Nvidia is hitting all time highs overnight" [X Link](https://x.com/anyuser/status/1976134097316507947) 2025-10-09T03:54Z 325.4K followers, 382.4K engagements "omg $PYPL actually said it they said OpenAI +15% love this 😂" [X Link](https://x.com/amitisinvesting/status/1983135265896964217) 2025-10-28T11:34Z 325.4K followers, 187.2K engagements "$PLTR $NVDA THIS ACTUALLY JUST HAPPENED. Jensen: "This is probably the single most important enterprise stack in the world the Palantir Ontology." Oh. My. Goodness" [X Link](https://x.com/amitisinvesting/status/1983227805065195573) 2025-10-28T17:42Z 325.4K followers, 1.6M engagements "$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them."" [X Link](https://x.com/anyuser/status/1983246941606773130) 2025-10-28T18:58Z 325.5K followers, 556.8K engagements "$PLTR the journey of a lifetime $200 a share for the company they thought would never make it congrats to everyone and a big thank you to the company that fought to go on this journey in the most authentic way possible ❤😭" [X Link](https://x.com/amitisinvesting/status/1983725950371295642) 2025-10-30T02:41Z 325.4K followers, 196.3K engagements "The more you look at the data the more it truly seems like we are living in a bifurcated economy. Lower-end consumers are struggling and an estimated 67% say they are living paycheck-to-paycheck in the United States. The top 10% are responsible for 50% of all the spending and have benefited deeply from rising stock prices. What's the solution To me it is a continual focus to invite more people into the ownership economy as that seems like the only non-political way to not be stuck within the bifurcated part of the economy that is deeply struggling. Latest piece on Substack below as always no" [X Link](https://x.com/amitisinvesting/status/1993481868600033392) 2025-11-26T00:48Z 325.4K followers, 126.1K engagements "S&P [---] INCLUSION DECEMBER 2025: Included: Carvana $CVNA Comfort Systems $FIX CRH PLC $CRH Removed: $LKQ Solstice $SOLS Mohawk Industries $MHK No Reddit SoFi or Microstrategy" [X Link](https://x.com/amitisinvesting/status/1997072900223107248) 2025-12-05T22:37Z 325.4K followers, 187K engagements "NYC New York City meetup signup is officially live excited to restart the meetups for [----] and the first official one of the year will be on Feb 1st 12-6PM EST. Part of hiring management going forward was to formalize the process of these meetups with much more structure. These started out as an idea I had in [----] to just further connect with the community and we got to do [--] big ones this year but now were ramping up the production and scale. We'll now have a rented out venue security food etc. in each location super super excited to make this happen. Tickets are down below they are $75 each" [X Link](https://x.com/amitisinvesting/status/2002781672182358180) 2025-12-21T16:42Z 325.4K followers, 187.9K engagements "i am not a guy who tends to shop often but Ive had the same winter boots since [----] so i went to some outlet stores that are popular here in Jersey for the discounts today to get some new boots PACKED like I cant find parking type of packed no recession here 😂" [X Link](https://x.com/amitisinvesting/status/2004630545469448210) 2025-12-26T19:09Z 325.4K followers, 103.8K engagements "WALL STREET BETS TOP UPVOTED STOCKS GOING INTO 2026: [--]. $AMZN [--]. $RKLB [--]. $ASTS [--]. $GOOGL [--]. $NBIS [--]. $RDDT [--]. $POET [--]. $SOFI [--]. $PATH [--]. $MU Its a very WSB type of list but I do think some of these can have a strong [----] $AMZN being my top pick from the list" [X Link](https://x.com/amitisinvesting/status/2005686494938415170) 2025-12-29T17:04Z 325.4K followers, 305.5K engagements "Worth listening to Mariana Atencio native Venezuelan journalist on what the people in Venezuela actually wanted when it came to Maduro" [X Link](https://x.com/amitisinvesting/status/2007480332434460806) 2026-01-03T15:53Z 325.4K followers, 1.2M engagements "TRUMP NOW ON THE 10% CREDIT CARD RATE CAP: "Credit card companies will be in violation of the law if they do not comply with the interest rate cap by January [--]. They are abusing people and I am not going to let it happen." My question is how is he going to implement this" [X Link](https://x.com/amitisinvesting/status/2010548510987346282) 2026-01-12T03:04Z 325.4K followers, 254K engagements "High beta names have led the way so far in [----]. Drones energy space defense memoryall themes that have had massive winners in them. However this rally isn't only happening within high-beta. The S&P [---] is nearing $7000 and being supported by defensives healthcare utilities and more even if tech is not leading the way. Ultimately the risk has now become higher for these names if you weren't in them to start the year but the market dynamics are proving that having some exposure good be strong if the current macro can hold. Latest Substack dives into the sustainability of this rally why high" [X Link](https://x.com/amitisinvesting/status/2011237411100225994) 2026-01-14T00:42Z 325.5K followers, 183.2K engagements "BREAKING: Anthrophic is doubling their fundraising plans from $10B to $20B as per the Financial Times. This will value the company at $350B as investor interest is now 5x the original size of the round. Anthropic went from $1B to $9B in ARR last year. $NVDA $AMD $AVGO $MSFT" [X Link](https://x.com/amitisinvesting/status/2016225797799911426) 2026-01-27T19:04Z 325.5K followers, 137.1K engagements "$MSFT worst day in [--] years $400B+ market cap wiped out taking the ENTIRE SaaS sector down with it why do we think the market hates it today 12% down you wouldve thought they completely missed earningsbut they grew net income by 60% pretty incredible to see" [X Link](https://x.com/amitisinvesting/status/2016914045975060699) 2026-01-29T16:39Z 325.4K followers, 316.7K engagements "TRUMP: - GREAT CALL WITH XI - ILL BE GOING TO CHINA IN APRIL - CHINA WILL IS CONSIDERING TO BUY MORE SOYBEANS FROM THE US he tanked the market with soybeans in October now trying to pump the market with soybeans" [X Link](https://x.com/amitisinvesting/status/2019074358388412541) 2026-02-04T15:43Z 325.5K followers, 148.8K engagements "$AMZN STREET WANTED 145B IN [----] CAPEX AMAZON SAID THEY ARE GOING TO DO $200B stock down 7% guess capex spend isn't being rewarded anymore" [X Link](https://x.com/amitisinvesting/status/2019520485340639591) 2026-02-05T21:16Z 325.5K followers, 180.5K engagements "so this week my mom has been out of the country for some wellness retreat its like this big self-help thing that shes been super passionate to go to she told me about it in December and said it cost $5K to go I wanted to be a good son so I paid for the whole thing she just called me to tell me how great its been and I was like thats awesome Im so happy for you but Im gonna need that $5K back momma dukes https://twitter.com/i/web/status/2019592899894059039 https://twitter.com/i/web/status/2019592899894059039" [X Link](https://x.com/amitisinvesting/status/2019592899894059039) 2026-02-06T02:04Z 325.5K followers, 177.6K engagements "@SixSigmaCapital Agreed. Hard to sell the name here but quarter did not put up numbers that could remotely justify any meaningful short term upside action" [X Link](https://x.com/amitisinvesting/status/2021739336102773193) 2026-02-12T00:13Z 325.4K followers, [----] engagements "I sat down with Tom Lee Managing Partner & Head of Research at Fundstrat Global Advisors to discuss the beginning of a new bull rally why institutions didn't buy the dip and the future of retail investing. Tom is one of the most down-to-earth and humble people I have ever met. His perspectives on analyzing the macro while also diving deeper into the nuances of AI technology and innovation creates a fundamentally differentiated point of view backed by evidence which has changed the financial future for millions across the world that listened to him over the mainstream consensus. Tom is a very" [X Link](https://x.com/amitisinvesting/status/1941184140969378170) 2025-07-04T17:15Z 325.5K followers, 1.4M engagements "$PLTR BREAKING: The US Navy has announced a $448 million strategic investment in the Shipbuilding Operating System (Ship OS) to accelerate the adoption of artificial intelligence and autonomy technologies across the industrial base. Ships OS will leverage Palantirs software to bring modern best practices to the complex data heavy environment of Navy shipbuilding. We are seeing a MASSIVE level of infrastructure and software investments from the US Government. Palantir seems to keep winning these contracts as their operating-system model is being implemented across various parts of the" [X Link](https://x.com/amitisinvesting/status/1998520830083420267) 2025-12-09T22:31Z 325.5K followers, 937.8K engagements "$HOOD Let's talk about the Robinhood selloff. So this is confusing on multiple levels but I will try to breakdown what I think is happening. - First I discussed this in my end of year substack but I had hedged a majority of my position with deep ITM calls. The reasoning behind this was seeing the lack of crypto volatility and realizing that could unjustifiably hurt $HOOD but also because the position had become too big for me to go to sleep easily at night without hedging it. That decision ended up helping out through this volatility. - The core reason for this drawdown seems to be in my" [X Link](https://x.com/amitisinvesting/status/2018760950065598514) 2026-02-03T18:58Z 325.5K followers, 343.8K engagements "$GOOGL SUNDAR ON THE RECENT SAAS MELTDOWN: - AI is going to be an enabling tool for software companies we are seeing massive token usage - Many companies are incorporating Gemini into their workflows to increase productivity - Software companies that are utilizing AI have big opportunities ahead basically Sundar doesn't think AI is going to destroy SaaS an incredible stat on these companies today: "Software relative to the S&P [---] shows [--] years of relative gains wiped out in the past month." $CRM $ADBE $NOW $INTU $DDOG $APP $IGV https://twitter.com/i/web/status/2019174037587452044" [X Link](https://x.com/amitisinvesting/status/2019174037587452044) 2026-02-04T22:19Z 325.5K followers, 313.9K engagements "continued blood bath after hours" [X Link](https://x.com/amitisinvesting/status/2019537391799923087) 2026-02-05T22:23Z 325.5K followers, 111.1K engagements "chat are we back" [X Link](https://x.com/amitisinvesting/status/2019810351639150847) 2026-02-06T16:28Z 325.5K followers, 95.5K engagements "DOW JONES CLOSES ABOVE 50K FOR THE FIRST TIME It's been an incredibly emotional week for investors with many stocks still down 20-30% from their highs but a 2% move on the S&P to end the week flat and the Dow hitting 50K was a small level of relief after a very ugly week. Now the [--] part question still remains. 1.) Was the temper tantrum from the markets this week actually rooted in something deeper that will result in more pain 2.) Was last night actually the bottom Time will tell but it was nice to see some level of relief today across all sectors. I personally bought the dip on $META (round" [X Link](https://x.com/amitisinvesting/status/2019899955524047139) 2026-02-06T22:24Z 325.5K followers, 73.6K engagements "nice little green rebound across the boardmuch needed after last week if we can close green and just stabilize for the rest of the week then maybe not a deadcat bounce" [X Link](https://x.com/amitisinvesting/status/2020901916788568353) 2026-02-09T16:45Z 325.5K followers, 63K engagements "IMPORTANT MACRO STATS TODAY: [--]. Alphabet $GOOGL is lining up a $15B multi-tranche bond deal including ultra-long paper out to [----] priced around +120 bps over Treasuries strong signal of demand for duration at scale. Basically everyone wants to buy Google's debt. [--]. ChatGPT traffic hit 5.72B visits in Jan [----] the 4th-highest month ever: +3.7% MoM rebound and +48.7% YoY the fastest growth among the worlds top [--] sites. Good for $MSFT $ORCL. [--]. Single-stock short selling just logged its largest weekly print on record (back to 2016) as per Goldman Sachs. Maybe.the shorts have to cover soon" [X Link](https://x.com/amitisinvesting/status/2020940559397871779) 2026-02-09T19:19Z 325.5K followers, 122.3K engagements "$HOOD Robinhood earnings after the bell 🥶 Few thoughts: [--]. The company has wrongly been attached to $BTC volatility as there is much more to the fundamentals than crypto but I understand that the algos have positioned both together. Ultimately earnings aside Bitcoin will have to stabilize and not retest the $60K lows for algos to keep $HOOD stable. [--]. I think they will have a strong earnings. Monthly data weve seen already suggests this some lightness on crypto but overall deposits/gold subs/options volume/etc should be very strong. Street is expecting 35% growth. The January data may" [X Link](https://x.com/amitisinvesting/status/2021298090863395237) 2026-02-10T18:59Z 325.5K followers, 170.1K engagements "Robinhood $HOOD and I both got a haircut today" [X Link](https://x.com/amitisinvesting/status/2021633102351937643) 2026-02-11T17:11Z 325.5K followers, 149.3K engagements "$GRAB Overall a solid quarter but the guide is not the best. 22% growth for FY26 is not horrible but in this market we needed 25%. Adjusted EBITDA growth needed to come in at minimum 55% and the guide is for 45%. MTUs up GMV scaling plenty of things to likebut the guide is not impressing the street at all. I also am confused on the Stash acquisition and $500M share buyback. Management should give more commentary soon to explain it but not sure how both help the growth story. Grab is guiding for 20% CAGR on revenue until [----] which is strong but just not as strong as needed. I dont think it" [X Link](https://x.com/amitisinvesting/status/2021738879468880248) 2026-02-12T00:11Z 325.5K followers, 116.1K engagements "$HOOD For the first time in four years $GME is now NOT part of the top [--] investments on Robinhood. Robinhood releases an investor index that shows the top [--] names owned across the platform. $PLTR made the list last year as the newest entrant the other [--] have been pretty consistent: $GOOGL $NVDA $META $AMZN $TSLA $MSFT $AAPL $F Basically Big Tech + Ford (Robinhood gave away many shares in [----] of this stock to new users) and then Palantir as of last year. The stock to knock out Gamestop from the top [--] assets after four years $NFLX Netflix. Looks like Robinhood users sold off $GME and" [X Link](https://x.com/amitisinvesting/status/2021804528027246598) 2026-02-12T04:32Z 325.5K followers, 95.9K engagements "@samsolid57 it is CRAZY for the S&P to be down 1% and $GRAB to be green" [X Link](https://x.com/amitisinvesting/status/2022022353736348158) 2026-02-12T18:57Z 325.5K followers, 20K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@amitisinvesting amit
Palantir ($PLTR) has been making significant strides, including a strong Q3 earnings report, a new partnership with Poland's Ministry of Defense, and a notable mention from NVIDIA's CEO Jensen Huang, who called Palantir's ontology "probably the single most important enterprise stack in the world". Grab ($GRAB) also reported strong Q3 earnings, with a 22% YoY revenue growth and raised EBITDA guidance. Other notable mentions include OpenAI's expected revenue growth and partnerships with Microsoft ($MSFT) and NVIDIA ($NVDA).
Engagements: [-------] #
- [--] Week [---------] -6.60%
- [--] Month [----------] +27%
- [--] Months [-----------] -27%
- [--] Year [-----------] +11%
Mentions: [---] #
- [--] Week [---] -8.80%
- [--] Month [---] -4.40%
- [--] Months [-----] -21%
- [--] Year [-----] -45%
Followers: [-------] #
- [--] Week [-------] +0.97%
- [--] Month [-------] +5.40%
- [--] Months [-------] +38%
- [--] Year [-------] +125%
CreatorRank: [------] #
Social Influence
Social category influence stocks #376 finance #1923 technology brands #2152 countries 9.88% cryptocurrencies 7.11% automotive brands 4.35% celebrities 2.37% currencies 1.19% social networks 1.19% vc firms 0.79%
Social topic influence $hood #17, in the 7.11%, $pltr #2, ai 6.72%, $nvda #556, company #651, $googl #2373, meta 4.35%, the first #447, this is #512
Top accounts mentioned or mentioned by @michaeljburry @stevenfiorillo @stocktalkweekly @grok @sixsigmacapital @fetzinvests @samsolid57 @krispatel99 @saynototrading @burlingtononta @mikelongterm @parabolicnotice @brkmystery @cobracommanduhr @frameworkwisely @mrderivatives @downtown @juanrodrig07 @divestech @whitepine009
Top assets mentioned Robinhood Markets, Inc. (HOOD) Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Metadium (META) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) BITMINE IMMERSION TECH (BMNR) RAI Finance (SOFI) Shopify Inc (SHOP) GameStop, Corp. (GME) Bitcoin (BTC) Nebius Group N.V. Class A Ordinary Shares (NBIS) ARK Innovation ETF (ARKK) Grab Holdings Limited Class A Ordinary Shares (GRAB) Ethereum (ETH) Rocket Lab USA, Inc. Common Stock (RKLB) Amkor Technology Inc (AMKR) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Opendoor Technologies Inc Common Stock (OPEN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Block, Inc. (XYZ) Circle Internet Group, Inc. (CRCL) Intel Corporation (INTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"@TheRoaringKitty [----] keeps getting more interesting $GME"
X Link 2025-01-23T01:07Z 324K followers, 86.2K engagements
"$HOOD Alright weve got to discuss whats going on right now When we found out that Brad Gerstner bought $120M of Robinhood last quarter what I failed to realize is that Brad is THE person who is pushing InvestAmerica. InvestAmerica is a piece of legislation that allows the US government to fund 3.5M newborns with $1000 at birth and let it compound in the S&P [---]. Guardians can add money to the account every year. Today Vlad was at the White House withBrad Gerstner. It seems utterly obvious that Robinhood could be one of the MAIN brokerages that is used to custody this $1000 given by the"
X Link 2025-06-09T22:19Z 324.3K followers, 494.6K engagements
"BITCOIN ALL TIME HIGHS $BTC"
X Link 2025-07-10T16:48Z 324.7K followers, 71K engagements
"oh my bullish $PLTR $154 $HOOD $106 $NVDA [---] $SOFI $22 $RKLB $53 one of those days where you are happy to be invested in one of the most incredible markets weve seen nervous excited selling buying more how are you managing it"
X Link 2025-07-17T17:04Z 324.4K followers, 365.1K engagements
"@unusual_whales hot take the american dream is no longer owning a home with a 30yr fixed rate the american dream is owning a sizeable position in $NVDA Nvidia being a metaphor for the stock market particularly AI that is what is growing over the next decade not housing"
X Link 2025-08-16T20:04Z 324.3K followers, 637.3K engagements
"BREAKING: Chamath Palihapitiya is launching a new SPAC. The company will be worth $250M & offer 25M shares at $10 per share. It is called American Exceptionalism Acquisition Corp. Chamaths previous SPACs including Opendoor Virgin Galactic and Clover Health are each down over 50% all time"
X Link 2025-08-18T21:55Z 323.9K followers, 732.8K engagements
"day [--] of high beta selloff continues still seeing a rotation out of growth into defensives utilities and real estate my thoughts are the same as yesterday I just think this isnt as scary given we were getting stretched higher and valuations needed to breathe it is very important to protect your mental there are people who are miserable and only get value out of bringing people down with them if you bought $HOOD at $50 and its down from $118 to $99 the people screaming will make you think you are the biggest idiot in the world for not selling at $118 in [--] years if $HOOD is $250 you trying to"
X Link 2025-08-20T15:30Z 324.7K followers, 515.6K engagements
"CHAMATH ANNOUNCES HIS SPAC RETURN WITH $AEXA: Some details he announced today: - A SPAC has been successfully priced without warrants with the sponsors compensation entirely tied to stock price appreciation. - AEXA was more than 5x oversubscribed with $1.4B in demand resulting in an upsizing to $345M. - The gap between private and public markets has widened with over [---] U.S. private companies valued above $1B compared to [---] in [----] complicating liquidity for employees paper wealth and reinvestment for early investors. So seems like there is pretty strong demand for the SPAC Chamath thinks"
X Link 2025-09-29T22:20Z 324.3K followers, 165.1K engagements
"Starting a new show today called Equity Edge with fintwit 🐐 @stocktalkweekly dedicated to sharing alpha on newer/underdiscovered names. Todays tickers: $AMKR $PLAB Will be 12:30-1PM EST every Wednesday 🙌 https://x.com/i/spaces/1YpJkkjdnMjJj https://x.com/i/spaces/1YpJkkjdnMjJj"
X Link 2025-10-08T15:33Z 324K followers, 74.6K engagements
"TRUMP ON CHINA: - I'LL PROBABLY MEET WITH XI BUT I DON'T KNOW - OUT OF THE BLUE THEY CAME UP WITH THESE NEW EXPORT CONTROLS - I SET THE DATE FOR NOV 1ST MAYBE THINGS CHANGE BY THEN markets slightly recovering after hours. what a day"
X Link 2025-10-10T22:11Z 323K followers, 318.9K engagements
"https://x.com/i/spaces/1dRKZaVQbXbxB https://x.com/i/spaces/1dRKZaVQbXbxB"
X Link 2025-10-15T16:29Z 323.9K followers, 64.2K engagements
"i guess someone mentioned soybeans again"
X Link 2025-10-15T17:18Z 323.8K followers, 116.8K engagements
"TRUMP: - WE ARE IN A TRADE WAR WITH CHINA - INDIA ASSURED ME THEY WOULD STOP BUYING RUSSIAN OIL - [--] OR [--] WARS HAVE BEEN SOLVED BECAUSE OF MY USE OF TARIFFS he's bringing back the tariff conversation again publicly likely trying to gain more leverage before the meeting with China"
X Link 2025-10-15T20:42Z 323.8K followers, 249K engagements
"BREAKING: Chamath Palihapitiya Donald Trump Jr and Laura Ingraham are launching a new SPAC. Chamath is the founder of Social Capital Don Jr. is the President's son & Laura Ingraham hosts "The Ingraham Angle on Fox News. It will be incorporated in the Cayman Islands"
X Link 2025-10-19T20:36Z 324.4K followers, 428.1K engagements
"OVERNIGHT MARKETS OPEN: $PLTR +1.62% $HOOD +2.43% $TSLA +1.03% $NVDA +1.65% $NBIS +4.50% $SOFI +3.83% $AMZN +1.45% $GOOGL +1.42% $SPY +0.65% $QQQ +0.85% $BMNR +5.63% $IREN +6.33% $ASTS +3.80% $CIFR +6.10% $AMD +2.84% $OPEN +4.27% $AVGO +1.35%"
X Link 2025-10-27T01:28Z 324.6K followers, 316K engagements
"$PLTR ❤ [---] hundred reasons to remember how special the journey has been"
X Link 2025-10-31T14:33Z 324.1K followers, 81.6K engagements
"Todays Equity Edge episode will be on $VIAV a leader in network test monitoring and assurance solutions. Compelling valuation along with themes in telecommunications and data centers. Live with @stocktalkweekly at 12:30 PM EST https://x.com/i/spaces/1vAxRQdEkZqJl https://x.com/i/spaces/1vAxRQdEkZqJl"
X Link 2025-11-05T16:50Z 324.4K followers, 42.5K engagements
"https://x.com/i/spaces/1vAxRQdEkZqJl https://x.com/i/spaces/1vAxRQdEkZqJl"
X Link 2025-11-05T17:30Z 324.3K followers, 64.1K engagements
"officially bought $NBIS this morning on the dip trading at 3x [----] ARR based on new guidance have not been early to the story but given the updated valuation on that type of growthhard to ignore it they also won their second hyperscaler deal which was important for me to see the ability for them to win multiple of these deals quite frankly I also just really really like management and feel I can trust them i did a deepdive on my substack for Nebius when it was trading at $130 and was waiting for an opportunityofficially in https://twitter.com/i/web/status/1988235883321954643"
X Link 2025-11-11T13:22Z 324.4K followers, 638.8K engagements
"$ARKK Cathie Wood buy/sells today: Bought: $BMNR [------] shares $COIN [-----] shares $CRWW [------] shares $CRCL [------] shares $XYZ [-----] shares Sold: $TSLA [------] shares $SOFI [-----] shares $SHOP [-----] shares"
X Link 2025-12-16T01:20Z 323.1K followers, 261.8K engagements
"$ORCL $OWL THE ORACLE BLUE OWL SITUATION: One reason we could be seeing pain across the entire market today is because Blue Owl a private credit lender has been financing a TON of these new datacenter deals including many from $META. Today they came out and said they would not be taking on one of Oracles $10B datacenter deals. Now Oracle came out and said they chose to go with someone different (Blackstone stepped in) but the market is perceiving Blue Owls hesitancy here as a sign of concern over Oracles debt. Whats the issue Well Oracle has $127B in debt. $25B of that debt is due within"
X Link 2025-12-17T19:09Z 324.7K followers, 226.7K engagements
"NANCY PELOSI IS RETIRING AT THE END OF THIS YEAR. Shes up 224% since the start of [----]. This is the final weighting of her portfolio while she retires as the greatest politician stock trader of all time. Her final top [--] positions: $GOOGL $SCHO $AVGO $PANW $AMZN"
X Link 2025-12-18T18:24Z 322.5K followers, 195.7K engagements
"@marginalgoat @Mr_Derivatives $PPBT"
X Link 2025-12-18T20:12Z 324.6K followers, [----] engagements
"A woman in Japan has just married an AI-generated boyfriend. The AI was present at the wedding on a phone screen. They also exchanged rings in a ceremony"
X Link 2025-12-22T02:41Z 324.5K followers, 121.2K engagements
"TODAY IS WARREN BUFFETTS FINAL DAY AS CEO OF BERKSHIRE HATHAWAY. The simple reason for why hes the GOAT: Compounded Annual Gain from 19642024: - Berkshire Hathaway: 19.9% per year - S&P 500: 10.4% per year Overall Gain from 19642024: - Berkshire Hathaway: 5500000% return - S&P 500: 39000% return Over roughly six decades Berkshire compounded at nearly double the annual rate of the S&P [---]. Many managers got better yearly returns but no one has been able to beat the S&P by 100% for over six decades. The discipline that it takes to create that longevity is why hes the GOAT."
X Link 2025-12-31T16:38Z 324.3K followers, 119.3K engagements
"$TSM $AMKR $INTC - The U.S. is nearing a trade deal with Taiwan to cut tariffs and secure more TSMC investment. - TSMC would build at least five additional semiconductor fabs in Arizona. - The deal would lower tariffs on Taiwans exports to about 15% per NYT. Trump is serious about bringing back more chip manufacturing to the UShard to fade the on-shoring trade if we think overall chip demand goes higher. A portion of that demand will be met in the US. $TSM now $1.7T market cap +1.5% https://twitter.com/i/web/status/2010763429242343678 https://twitter.com/i/web/status/2010763429242343678"
X Link 2026-01-12T17:18Z 323.1K followers, 77.9K engagements
"$GRAB trading as if Singapore is about to get invaded 😂😂😂😂 in all seriousness yes it sucks to be stuck in something that isnt moving and was just up 35% a few months ago but it also begs the question about why and I personally do not see the fundamental argument for why it deserves to be trading at these levels at all. barclays came out this morning and once again reiterated $7. maybe there is some big earnings surprise and horrible guidance and the thesis changes but outside of that I feel the shorts are in control and the price simply isnt matching with the reality of the business. this"
X Link 2026-01-15T16:49Z 322K followers, 222.3K engagements
"BREAKING: President Trump is lowering tariffs to 15% from Taiwan. In return Taiwan is pledging $250B in chip related investments. TSMC had one of their best earnings in history today increasing revenue guidance by $2B and gross margins by 5%. The onshoring trade to bring more chip manufacturing to the United States continues to be on and with the increased demand from TSM (stretching to 2029) it seems like the broader AI theme continues to be intact. $TSMC $AMKR $INTC $NVDA $AMD https://twitter.com/i/web/status/2011884387978420640 https://twitter.com/i/web/status/2011884387978420640"
X Link 2026-01-15T19:33Z 324.4K followers, 102.7K engagements
"alright 1% down on the S&P around 4-5% on individual growth names last time we saw a 5% pullback on the $SPX individual growth names fell 50% not sure if that happens this time or if we get a TACO sooner than not any key stocks/levels people are eyeing for entry"
X Link 2026-01-20T03:11Z 323.8K followers, 312.7K engagements
"TRUMP: BASED ON A VERY PRODUCTIVE MEETING WITH NATO I WILL NOT BE IMPOSING THE FEBRUARY 1ST TARIFFS THE TACO IS HERE"
X Link 2026-01-21T19:31Z 322K followers, 236.4K engagements
"US GDP & JOBS DATA TODAY: GDP for Q3 comes in at 4.4% above expectations of 4.3% Jobless claims come in at 200K below expectations of 210K so.the economy is growing faster than expected and people are filing for unemployment much lower than expected what does that mean for the short term likely no rate cuts on January 28th at the FOMC meeting probabilities now at 5% if more people have jobs they can spend more and if the economy is growing there might not be a desperate need to stimulate by cutting rates but for the markets we need growth in earnings and the best way to get that.is for people"
X Link 2026-01-22T13:42Z 322.1K followers, 84.2K engagements
"ELON'S FIRST EVER TALK AT THE WORLD ECONOMIC FORUM: - AI could become smarter than any individual human by the end of this year - We will start selling Optimus to the public by the end of next year - SpaceX will be soon launching solar-powered AI satellites Elon really is pretty excited about the future he continued to mention that work will be optional and most things will be free.quite the contrast from those that say AI is fake and will result in zero meaningful change for humanity. https://twitter.com/i/web/status/2014384214263701725 https://twitter.com/i/web/status/2014384214263701725"
X Link 2026-01-22T17:06Z 323.5K followers, 118.2K engagements
"$TSLA So my dad had the FSD trial for a month. He loved it. Could not stop talking about it. Trial ended [--] weeks ago and I asked him if I should upgrade his account for the $100/month. My dadbeing my dadsaid no because $100 is not worth it. Now I pay the $100 on my Tesla because I know its worth it. My dad drives 10x more than me so I knew he knew it was worth it but I gave him a week to go back to driving normal. Few nights ago he called me and told me to upgrade the software because he cant go back to driving 😂 FSD is the future. Best real world use case of AI. Just needs to penetrate more"
X Link 2026-01-22T18:39Z 323.6K followers, 714.3K engagements
"@lefttailguy i wonder which one has 50% operating margins and is actually keeping the most important governments safe lol"
X Link 2026-01-23T01:33Z 324.3K followers, 42.4K engagements
"$NVDA BREAKING: China has cleared tech companies to place orders for Nvidia H200 chips as per Bloomberg. - These companies can now discuss specifics details like the amount of chips they need. - China will still encourage companies to buy domestic chips along side Nvidia"
X Link 2026-01-23T12:01Z 323.1K followers, 106.5K engagements
"Sat down with Kari Ann Briski VP of Generative AI Software for Enterprise @ NVIDIA to discuss NVIDIAs Nemotron open models how training data can be used for building agentic systems and scaled AI enterprise adoption. Thank you to Kari @NVIDIAAIDev for taking the time"
X Link 2026-01-23T16:00Z 321.9K followers, 65.5K engagements
"NYC Meet Up is next Sunday We have about [--] spots left really excited to see everyone there. This will be the first meetup of [----] and should be a fun one. Steve Kris Matt and many more friends will be there with me. The purpose of these is to really give a human connection behind the X/YT chatter and it really is hard to describe how special & real things become when you talk to someone in person shake their hand have a drink with them get their contact and actually gain a friend you can talk to about similar interests which for usis the markets. Final spots available in the link below again"
X Link 2026-01-24T16:55Z 321.8K followers, 108.9K engagements
"BREAKING: US Government shutdown odds now approach 79% after Democrats threaten to not vote for the proposed spending bill unless new DHS and ICE funding is eliminated. The 40-day shutdown in October is likely shedding 1-2% off Q4 GDP. Q1 GDP is expected to be very strong but a shutdown could once again hurt growth. Given the US deficit and debt spending growth is the only cure right now as the USD continues to weaken as well. Silver & Gold are rocketing to new all time highs. https://twitter.com/i/web/status/2015560307989487941 https://twitter.com/i/web/status/2015560307989487941"
X Link 2026-01-25T22:59Z 321.7K followers, 279.5K engagements
"NANCY PELOSI'S LATEST FINANCIAL DISCLOSURE WAS RELEASED TODAY. She bought shares via exercising deep ITM call options on: $GOOGL [----] shares $AMZN [----] shares $NVDA [----] shares $TEM [----] shares She Sold: [-----] shares of $AAPL [-----] shares of $DIS [----] shares of $PYPL"
X Link 2026-01-26T14:45Z 324.6K followers, 439.1K engagements
"@sheslee Its weirdfeels like an artificial wall put there before earnings $BAH lost $21M worth of Gov contracts today because they couldnt handle taxpayers info correctly.seems like we know where that $21M should be going"
X Link 2026-01-26T16:19Z 324.5K followers, [----] engagements
"$GME MICHAEL BURRYS LATEST SUBSTACK IS A BULLISH ARGUMENT TO GO LONG GAMESTOP. Now it makes sense why Ryan Cohen CEO bought 1M shares last week. The largest voice of the AI bubble crowd has decided his next big bet is Gamestop. I own GME. I have been buying recently. I expect I am buying at what may soon be 1x tangible book value / 1x net asset value. And getting a young Ryan Cohen investing and deploying the companys capital and cash flows. Perhaps for the next [--] years. $GME +8% https://twitter.com/i/web/status/2015835930154930327 https://twitter.com/i/web/status/2015835930154930327"
X Link 2026-01-26T17:15Z 324.1K followers, 112.6K engagements
"@EndicottInvests MAKE IT STAY UP"
X Link 2026-01-26T17:21Z 324.5K followers, [----] engagements
"TRUMP: - SOUTH KOREA IS NOT LIVING UP TO THEIR SIDE OF OUR TRADE DEAL - UNTIL THEY DO I AM INCREASING TARIFFS ON AUTOS PHARMA & LUMBER FROM 15% TO 25% here we go again"
X Link 2026-01-26T22:02Z 322.1K followers, 336.3K engagements
"BIG TECH EARNINGS OFFICIALLY START TOMORROW. $META $MSFT and $TSLA kick us off. The S&P is up +1.37% YTD but is being massively outperformed by international stocks and small caps. High beta names have had an incredible year already. Tomorrow I think we need the large caps to remind the world why they are worth trillions of dollars. Maybe we start to see a rotation back into them which likely puts us at $SPX $7000. $META Zucks needs to tell us what hes doing with the capex besides making ads better any guidance of $100B capex MUST have support over explaining ROI especially if Zucks is"
X Link 2026-01-27T17:52Z 321.7K followers, 154.9K engagements
"TRUMP IS OKAY WITH A WEAK DOLLAR. So part of the move in precious metals has likely been a rotation or diversification by central banks/funds out of the USD. The $DXY or dollar index hit its lowest level this year at $95.80. For context it was at $109 before Trump came into office. It's now down 11% over the past year. Why does this matter [--]. When the dollar weakens U.S. goods become cheaper for foreign buyers. That means more exports more demand more jobs which helps big exporters manufacturers and multinationals. This is EXACTLY what Trump wants to decrease the trade deficit. [--]. When the"
X Link 2026-01-28T00:30Z 324.3K followers, 255.3K engagements
"BREAKING: The Federal Reserve leaves interest rates unchanged. There were two dissents governors Waller and Miran that wanted a 25bps cut. The Fed sees unemployment stabilizing and inflation remaining somewhat elevated"
X Link 2026-01-28T19:02Z 322.1K followers, 92.4K engagements
"POWELL: GOLD AND SILVER AREN'T RUNNING BECAUSE THE US IS LOSING CREDIBILITY lol.okay"
X Link 2026-01-28T20:13Z 324K followers, 234.1K engagements
"$META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS"
X Link 2026-01-28T21:07Z 322.1K followers, 339.4K engagements
"$MSFT MICROSOFT Q4 [----] EARNINGS: $81.3B Revenue +17% YoY $38.5B net income +60% YoY $4.14 of EPS +24% YoY Azure & Intelligent Cloud revenues crosses $50B Satya Nadella: We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises. We are pushing the frontier across our entire AI stack to drive new value for our customers and partners. https://twitter.com/i/web/status/2016628677283631188 https://twitter.com/i/web/status/2016628677283631188"
X Link 2026-01-28T21:45Z 322.5K followers, 140.7K engagements
"$META META Q4 [----] EARNINGS: $59.9B Revenue +24% YoY $8.88 EPS +11% YoY $115-$135B of capex guidance Ad impressions +14% YoY Average price per Ad +10% YoY Mark Zuckerberg: "I'm looking forward to advancing personal superintelligence for people around the world in 2026.""
X Link 2026-01-28T21:46Z 324K followers, 74.3K engagements
"$TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUCTION AND CONVERT THOSE FACTORIES FOR OPTIMUS PRODUCTION woah"
X Link 2026-01-28T22:37Z 322.1K followers, 803.8K engagements
"$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 for 30+ years. very bullish $HOOD Alright weve got to discuss whats going on right now When we found out that Brad Gerstner bought $120M of Robinhood last quarter what I failed to realize is that Brad is THE person who is pushing InvestAmerica. InvestAmerica is a piece of legislation that allows https://t.co/9wyvgrDhKW $HOOD"
X Link 2026-01-29T22:06Z 324.1K followers, 207.7K engagements
"$SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P [---] last year this year its up 130% YTD is anyone continuing to buy the momentum in memory obviously cyclical but if the cycle continues its just really really hard to buy into the strength even though the forward multiples are not necessarily expensive at all one thing is true all this demand for memory should be very very bullish for $NVDA and the street giving premiums to the memory names but not Nvidia feels like"
X Link 2026-01-29T22:11Z 323.2K followers, 147.4K engagements
"@stocktalkweekly @lokhi71962865 @Stock Stocktalk is probably [--] out of like [--] people on the entire platform worth paying for 😂 Legit 🐐 who is transparent beyond imagination"
X Link 2026-01-29T22:25Z 324.5K followers, 89.6K engagements
"$TSLA BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI bro Musk has also discussed using SpaceXs Starship rockets to carry Teslas Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceXs data centers in orbit if the company can make the engineering work. if this happensElon will be meeting the requirements for his $1T compensation 😂 https://twitter.com/i/web/status/2017001950563160517 https://twitter.com/i/web/status/2017001950563160517"
X Link 2026-01-29T22:28Z 324.4K followers, 258.2K engagements
"BREAKING: President Trump has formally nominated Kevin Warsh to serve as the next Chair of the Federal Reserve"
X Link 2026-01-30T12:02Z 323.1K followers, 108K engagements
"crypto 🤢🤮"
X Link 2026-01-31T17:47Z 324K followers, 151K engagements
"Busy weekend with the NYC meetup (thank you to all [---] people who came) but have been keeping up with weekend events and obviously it has been ugly. Quick thoughts: - Most of this selling feels like an over-reaction to Warsh being the new Fed Chair and his hawkish stance around QE. Look ultimately Trump picked the guy and Trump wants a strong market. I think Warsh understands that and his previous clips of championing AI as a deflationary force may allow him to advocate for significantly lower rates. Bullish. - I think crypto is down for [--] reasons: Gold/Silver gaining momentum + leverage"
X Link 2026-02-02T14:23Z 323.6K followers, 93.8K engagements
"$PLTR PALANTIR Q4 [----] EARNINGS: - $1.4B Revenue +70% YoY - U.S. Revenue $1.71B +93% YoY - U.S. Comm Revenue $507M +137% - U.S. Gov Revenue $570M +66% - Rule of 40: 127% - Guiding for 61% FY [--] growth Palantir is becoming one of the greatest software companies in history"
X Link 2026-02-02T22:12Z 324.4K followers, 235K engagements
"bought $MSFT not that confident in the purchase but down 25% from the highs and almost below a $3T marketcap for missing cloud rev by 2% seems extreme maybe the OpenAI headwinds continue to exist fully prepared to average down but dipping toes SaaS carnage continues"
X Link 2026-02-03T17:19Z 324.3K followers, 191.6K engagements
"@sama billionaire beef is the best kind"
X Link 2026-02-03T23:00Z 323.8K followers, 110.7K engagements
"my friend telling me about how he bought the dip me: youyou have money to buy the dip"
X Link 2026-02-04T03:13Z 323.6K followers, 98.1K engagements
"@joshhart my same reaction to the market bro"
X Link 2026-02-04T19:55Z 321.7K followers, 44.1K engagements
"@zerohedge oh my"
X Link 2026-02-05T03:19Z 322.5K followers, 41.4K engagements
"@Couch_Investor seems like this has been the correlation"
X Link 2026-02-05T13:40Z 324.4K followers, 13.9K engagements
"$BTC now lower than what it was before November [----] elections just round-tripped the most friendly crypto admin ever absolutely incredible"
X Link 2026-02-05T18:18Z 324.5K followers, 163.2K engagements
"@optionscjp really hoping I can go with oh boy shes greeny green 😭😭😭😭😭 hard day to report"
X Link 2026-02-05T20:23Z 321.7K followers, 23.8K engagements
"@BaileyRChilders yes"
X Link 2026-02-06T02:07Z 321.8K followers, 10.2K engagements
"@wallstengine aka negative FCF"
X Link 2026-02-06T02:24Z 322.1K followers, 39K engagements
"@mexinvesting Excited to see you"
X Link 2026-02-06T16:20Z 321.9K followers, [----] engagements
"@AdityaInvests90 yes"
X Link 2026-02-07T03:43Z 322.9K followers, [----] engagements
"@FetzInvests @stevenfiorillo @YouTube thank you for taking the time to watch"
X Link 2026-02-07T16:04Z 322.3K followers, [----] engagements
"@sachinvats man.equity markets are not easy to survive in when it feels like the bottom is falling out"
X Link 2026-02-07T16:26Z 323K followers, 25.4K engagements
"@tipsyincavalli one of his best quotes"
X Link 2026-02-07T16:27Z 322.4K followers, [----] engagements
"@DumbMoneyCapitl @stevenfiorillo @Downtown @basispointpod Love the compound was so honored to have him on as the first guest"
X Link 2026-02-08T00:49Z 322.5K followers, [---] engagements
"@jrouldz Did a deep dive on them at $230 and the only issue I had was valuation Valuation is much more compelling now"
X Link 2026-02-08T01:46Z 324.3K followers, 37.8K engagements
"@thisguy714 He really brought the milk 🤣 looking forward to seeing you in LA"
X Link 2026-02-08T02:11Z 322.5K followers, [---] engagements
"@SPYCALLS25 @Downtown glad you enjoyed"
X Link 2026-02-08T04:16Z 322.5K followers, [---] engagements
"@WillAdamsDPT @stevenfiorillo Really glad you enjoyed it One of our biggest things with this pod is to make sure we let guests speakso important to just let them tell the story"
X Link 2026-02-08T16:07Z 323.1K followers, [----] engagements
"@qualtrim Honestly this is my favorite Mag [--] dip buy right now. They are guiding for 33% revenue growth. Its absolutely crazy. Round tripped the entire earnings move"
X Link 2026-02-08T17:54Z 324.4K followers, 51.8K engagements
"@PGAFrankM Superbowl tonight 😭"
X Link 2026-02-09T00:59Z 323.1K followers, [----] engagements
"@mreiffy Feels possible but I think they will crush in such a way that it makes the street really think twice before selling her off"
X Link 2026-02-09T00:59Z 323.1K followers, [----] engagements
"@Mr_Derivatives AI 😆 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo https://t.co/7wUReuMqi8 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo"
X Link 2026-02-10T17:38Z 324K followers, 35.8K engagements
"@ChrisCamillo"
X Link 2026-02-10T22:36Z 324.2K followers, [----] engagements
"@JuanRodrig07 People just hate Vlad its fine Were on the side of the guy who wins and executes not the person who cringes at prediction markets but has no problem their iphone is made with slave labor wages in china 🫣"
X Link 2026-02-11T01:20Z 324.5K followers, 36.4K engagements
"No having a cellphone is not mandatory. That is absolutely a view coming from privilege. Billions of people live with no cellphone. BTW even if it is essentialshould people be paid [--] cents an hour to make it Are you okay with using your phone for Apple and Googles profit margins"
X Link 2026-02-11T01:31Z 324K followers, [---] engagements
"@Mopar4Life @JuanRodrig07 You know what also ruins families Someone being paid 50c an hour so you can enjoy your iPhone"
X Link 2026-02-11T02:17Z 324K followers, [---] engagements
"@plureonic @JuanRodrig07 Why do options or derivatives exist"
X Link 2026-02-11T03:29Z 324K followers, [---] engagements
"@howardlindzon 25K banking accounts $400M in deposits 50% direct deposit So much room to grow on the non degenerate side of the business"
X Link 2026-02-11T17:43Z 324.3K followers, 23K engagements
"@StockMKTNewz $76.50"
X Link 2026-02-11T19:18Z 324.3K followers, 13.3K engagements
"@Sumeet2692 @StockMKTNewz $BTC needs to dip hard for that but its possible"
X Link 2026-02-11T19:52Z 324.3K followers, [----] engagements
"@JulieLaw812 Appreciate you Julie"
X Link 2026-02-11T20:26Z 324.4K followers, [----] engagements
"RT @stocktalkweekly: In October of last year I began 'Equity Edge' with @amitisinvesting Since then I've pitched [--] stocks: Oct [--] - $AMK"
X Link 2026-02-11T23:25Z 324.5K followers, [--] engagements
"@CarioCapital Very confused on this one"
X Link 2026-02-11T23:28Z 324.4K followers, 38.3K engagements
"@RangarajSrikan1 Yup. If gold and silver are taking up capital non-growth growth stocks are not going to get the bid when meta amzn msft get sold off. Just easier to buy big tech or names growing 30-40% but being sold off"
X Link 2026-02-12T00:19Z 324.4K followers, [----] engagements
"@OrionCasts For now its a holdthe entire market has shifted even $shop or $app could not catch a bid today on great earnings Opportunity cost is real but if you take the money and put it into something else that just gets hit by the market then holding here to me makes more sense"
X Link 2026-02-12T00:41Z 324.5K followers, [----] engagements
"@MikeLongTerm Was really nice to see the video callthey are putting in MUCH more effort"
X Link 2026-02-12T01:29Z 324.4K followers, [----] engagements
"@ThaDeGen Yeah on second glance I do not hate the move but Im not sure it immediately adds to fintech growthdefinitely a longer term acquisition. Also they didnt spend $425M thats the value of the company so likely was much cheaper for them"
X Link 2026-02-12T01:44Z 324.4K followers, [----] engagements
"@samsolid57 Bouncing off $79 everyday 👀"
X Link 2026-02-12T04:41Z 324.4K followers, [----] engagements
"@jp_strategic Maybe one day $HOOD will make the list 😂"
X Link 2026-02-12T04:42Z 324.4K followers, [----] engagements
"CAN SOMEONE EXPLAIN WHY DELL $DELL COMPUTERS ARE UP 7% TODAY"
X Link 2024-05-29T19:45Z 325K followers, 330.2K engagements
"$HOOD ROBINHOOD INTRODUCES COLLEGE BASKETBALL TOURNAMENT CONTRACTS"
X Link 2025-03-17T13:18Z 324.8K followers, 408.6K engagements
"$HOOD ROBINHOOD Q1 [----] EARNINGS: - $927M Revenues +50% YoY - $0.37 EPS +114% YoY - Total AUC $221B +70% YoY - Net Deposits of $18B +7B in just March - 3.2M Gold Subscribers +90% YoY - Bought back 7.2M shares added another $500M for buybacks Vlad is on a mission"
X Link 2025-04-30T20:46Z 324.8K followers, 361.4K engagements
"$PLTR Spoke today on Bloomberg about Palantir's Q1 earnings the volatility in the stock and why retail is interested in the company. Thank you for everyone who reached out this is a win for all of us a community & excited to continue on the journey"
X Link 2025-05-06T16:17Z 325.1K followers, 256.3K engagements
"MICHAEL BURRY SELLS EVERYTHING IN Q1 & GOES LONG $EL ESTEE LAUDER WITH 200K SHARES betting on makeup"
X Link 2025-05-15T22:03Z 325.1K followers, 361K engagements
"One of the more intense exchanges today from Powells testimony today: You are causing the country $400B youre the only person who has the power to do that. You care more about Harvard gender study majors over plumbers in Ohio who cant afford a car loan because of rates"
X Link 2025-06-25T16:06Z 325.2K followers, 1.6M engagements
"for the culture $100"
X Link 2025-07-02T16:28Z 324.8K followers, 419.7K engagements
"WHY $FIG FIGMA IS ONE OF THE DIRTIEST GAMES WALL STREET PLAYED ALL YEAR: Lets dive in. Figma sold 36M shares to the public at $33/share raising $1.2B. 24M shares came from investors 12M came from insiders. Big banks usually underwrite an IPO. Underwriting is a fancy way of saying that Goldman JPMorgan etc. analyze the business and try to figure out what its worth. They all told Figma that the business is worth $33/sharebut then the banks took those 36M shares after giving Figma the $1.2B and then priced them at $100 a share. Wall Street made about $2B on the difference between $100 and $33"
X Link 2025-08-01T07:12Z 325K followers, 319.2K engagements
"HOW TO PLAY $ETH: [--]. Ethereum itself [--]. $BMNR $SBET Ethereum treasuries while many more are popping up these two are the ones that have a sizeable amount on the balance sheet and have already approved the capital to buy more. I like $BMNR more because I trust Tom Lee who is the chairman of it. [--]. $HOOD Robinhood is one of the cheapest platforms to buy Ethereum on as more people continue to trade it that increases trading volumes which increases transaction revenues. Robinhood is now charging upwards of 30% more on their take rate for crypto than last year (still 50% cheaper than $COIN) so"
X Link 2025-08-09T21:17Z 325K followers, 469.6K engagements
"$HOOD BREAKING: Robinhood announces that they have filed with the SEC to launch Robinhood Ventures Fund I (RVI) a concentrated portfolio of innovative private companies leading their industries. Well folks looks like Robinhood is going to IPO a fund that allows retail to invest in the best private companies. For decades wealthy people and institutions have invested in private companies while retail investors have been unfairly locked out. With Robinhood Ventures everyday people will be able to invest in opportunities once reserved for the elite said Robinhood Chairman and CEO Vlad Tenev."
X Link 2025-09-15T12:38Z 325.2K followers, 622.4K engagements
"alright so are we buying the dip 😂"
X Link 2025-10-10T16:06Z 325.1K followers, 399.4K engagements
"$BMNR TOM LEE BOUGHT ANOTHER +200K $ETH LAST WEEK. Bitmine now has [-------] Ethereum on their balance sheet. Tom Lee: "The crypto liquidation over the past few days created a price decline in ETH which BitMine took advantage of. We acquired [------] ETH tokens over the past few days pushing our ETH holdings to over [--] million or 2.5% of the supply of ETH. We are now more than halfway towards our initial pursuit of the 'alchemy of 5%' of ETH.""
X Link 2025-10-13T12:41Z 324.9K followers, 241K engagements
"Equity Edge Episode [--] will be on $ENS. EnerSys is in the energy space a provider of stored energy solutions specializing in batteries. Will be live with @stocktalkweekly at 12:30PM EST https://x.com/i/spaces/1dRKZaVQbXbxB https://x.com/i/spaces/1dRKZaVQbXbxB"
X Link 2025-10-15T12:38Z 325.1K followers, 70.3K engagements
"$HOOD ROBINHOOD Q3 [----] EARNINGS: $1.27B Revenue +100% YoY $556M Net Income +271% YoY $0.61 EPS +259% YoY $742M Adjusted EBITDA +177% YoY 3.9M Gold Subscribers +77% YoY 26.8M Funded Customers +10% YoY $333B Platform Assets +119% YoY Vlad is on a mission"
X Link 2025-11-05T21:40Z 325.1K followers, 220K engagements
"ugly day once again there isnt a massive headline but heres what I think is causing it: - market wanted CPI today white house said lol not gonna happen so lack of data is causing issues - Verizon just announced 15K layoffs 15% of their workforcemarkets seem to be thinking they can not ignore labor market even without data - [--] different fed presidents all came out over the past [--] hours and said they are more concerned about inflationPowell a few weeks ago made it clear he cares more about the downside risk to the labor market so the sudden shift is now making people think a december cut wont"
X Link 2025-11-13T16:56Z 325.1K followers, 818.5K engagements
"BREAKING: Amazon $AMZN is investing up to $50B to expand AI and supercomputing infrastructure for US government agencies. - Amazon Web Services (AWS) will build and deploy the first-ever AI and high-performance computing (HPC) purpose-built infrastructure for the U.S. government. - New investment will add nearly [---] gigawatts of compute capacity across AWS Top Secret AWS Secret and AWS GovCloud (US) Regions across all classification levels. - Expands access to AWS's trusted infrastructure and comprehensive AI services to help government agencies advance Americas AI leadership. $50B just for"
X Link 2025-11-24T16:21Z 324.9K followers, 257.9K engagements
"Cathie Wood $ARKK today: Buys: - $GOOG [------] shares - $META [-----] shares - $XYZ [------] shares - $CRWV [------] shares - $HOOD [----] shares Sells: - $AMD [------] shares - $GTLB [------] shares - $PLTR [------] shares"
X Link 2025-11-26T01:14Z 324.8K followers, 324K engagements
"$PLTR $NVDA BREAKING: Palantir launches Chain Reaction a new product to function as the operating system for American AI infrastructure. The founding partners for this new operating system are CenterPoint Energy & Nvidia. Chain Reaction aims to: - Transform aging power generation into high-uptime resources capable of meeting AIs massive demand - Stabilize and expand the power grid to meet surging demand from data centers and electrification - Accelerate construction of new generation transmission and compute capacity - Enable the design development and reproducibility of future hyperscale"
X Link 2025-12-04T12:47Z 325.1K followers, 520.2K engagements
"Cant even blame retail for leaving what seems to be dead money in an environment like this I just cant chase something with a very high valuation but you look dumb holding on to something not moving vs something up 50% Ultimately comes down to what type of investor you are and at this point i am fine with holding some i understand and believe vs chasing"
X Link 2026-01-15T17:06Z 324.8K followers, 10.6K engagements
"GERMANY MORNING PRICE ACTION FOR US EQUITIES: If this continues overnight markets may show these prices line up to the current quotes. Can take any requests & try to convert the prices for certain tickers in the comments but not all are fully liquid or quoted in Germany"
X Link 2026-01-19T14:47Z 325.2K followers, 251.3K engagements
"Gold going for $5000 and Silver going for $100 🤯 They both dipped yesterday after Trump took off the Greenland Tariffs because more stability is supposed to be bad for assets that hedge yet today they are right back on track. If treasuries are being dumped across the world feels like the beneficiaires are the commodities as central banks diversify from the USD One can argue that Gold and Silver are not as safe as a US 10-yr guaranteed yield but they continue to outperform and offer a better return to those that keep buying in. Have you sold Gold/Silver or are you adding to them"
X Link 2026-01-22T17:09Z 325.1K followers, 76.9K engagements
"the entire world is watching Silver and Gold and it's quite incredible to witness gold + silver = $41T worth of market cap what do we think global central banks keep diversifying away from the USD & continue to pump commodities or is this a giant rugpull waiting to happen"
X Link 2026-01-26T17:45Z 325.1K followers, 226.9K engagements
"$AAPL APPLE ABSOLUTELY SMASHES EARNINGS - EPS $2.84 EST. $2.68 - REV. $143.76B EST. $138.4B - CHINA REV. $25.53B EST. $21.82B best quarter in over [--] years.market needed this one"
X Link 2026-01-29T21:43Z 325.1K followers, 122.1K engagements
"@FetzInvests @Stash great summary"
X Link 2026-02-12T04:10Z 324.8K followers, [----] engagements
"@howardlindzon @ChrisCamillo He got me in as well and I am very very grateful to him for it. When humanoids become mainstream Chris Camillo will be the face of that movement as the first person to have clearly told the story years before it happened"
X Link 2026-02-12T04:20Z 324.8K followers, 14.4K engagements
"BREAKING: The Norway State Pension Fund one of the worlds largest pension fund has just said they will vote against Elon Musks new $TSLA Tesla $56B compensation package. They own about 1% of all shares outstanding. I cant imagine what Elon is feeling. This is anti-capitalism anti-America anti-hard work. Its just so disgusting to see"
X Link 2024-06-08T11:39Z 325.3K followers, 1.9M engagements
"PALANTIR IS NOW IN THE S&P 500"
X Link 2024-09-12T22:53Z 325.4K followers, 411.7K engagements
"So Mark Rober a famous tech YouTuber made a video about Teslas self driving. It got 10M views. It was negative on Tesla. The video was sponsored by Luminar Technologies a LIDAR company and their stock is up 20% gaining around $35M in market cap. If they paid him $2M to do the video they just got a 17x ROI off that marketing spend. How is this not an obvious conflict of interest Why do these famous YouTubers constantly sell out their audience for money Does anyone not value their brand anymore Absolutely ridiculous if $TSLA is down 5% today because of this video"
X Link 2025-03-17T16:02Z 325.3K followers, 1.3M engagements
"$HOOD ROBINHOOD INTRODUCES ROBINHOOD BANKING"
X Link 2025-03-27T02:04Z 325.5K followers, 1.4M engagements
"Bitmine $BMNR bought 13M shares of $OCTO at $1.46. They are up 2500% on that investment as per todays move. If the stock stays at these levels which is trading at about 30x NAV then that $20M would be worth $550M on paper. Seems like Tom Lee is looking to invest in companies building on $ETH to support them thereby supporting the entire Ethereum network increasing the value of Ethereum (which Bitmine wants to own 5% of) and as resultbecoming a full-fledged Ethereum ecosystem play. BREAKING: Tom Lee's Bitmine $BMNR is making their first "moonshot investment" into $OCTO a company that will"
X Link 2025-09-08T15:44Z 325.3K followers, 906.8K engagements
"TRUMP: - DONT WORRY ABOUT CHINA IT WILL ALL BE FINE - PRESIDENT XI JUST HAD A BAD MOMENT - THE USA WANTS TO HELP CHINA NOT HURT IT omg the most hated V shape [---] coming up 😂"
X Link 2025-10-12T16:53Z 325.3K followers, 718.9K engagements
"did anyone realize that on Wednesday we have an FOMC meeting to discuss the future of interest rates in the USA and then [--] hours later we have $META $GOOGL $MSFT all reporting at the same time gonna be a massive day but if all [--] crushand we get rate cuts 🥶🥶🥶🥶"
X Link 2025-10-28T01:29Z 325.3K followers, 385.4K engagements
"TRUMP ON THE OUTCOMES OF HIS MEETING WITH XI: - US and China will work to collaborate on Ukraine. - Trump will visit China in April [----] and Xi will visit the US soon. - China will begin buying soybeans and resume rare earth exports. - The US and China will continue to further discuss Nvidia chip restrictions. - Overall China tariffs cut to 47% from 57%. - Fentanyl tariffs slashed to 10% now and China will work on stopping the spread of Fentanyl. LFG"
X Link 2025-10-30T05:01Z 325.3K followers, 479K engagements
"$PLTR Really important point below: Michael Burry never publishes his 13F early. This is one of the first times in a decade that he didlikely because he was severely underwater on his Palantir puts. Given he bought those puts at any time during July - September (Q3) then unless he bought Palantir puts at $200 which wouldnt be possible since that happened during Q4 he was underwater. Part of the reason to disclose early may have been to get the market to use the headline to then allow him to get exit liquidity since the trade was simply not going his way. While Palantir is down from earnings"
X Link 2025-11-06T20:35Z 325.4K followers, 804.3K engagements
"me when I realize $hood market cap is $12B and they have $6B in cash and no debt"
X Link 2024-02-18T00:41Z 325.5K followers, 537.7K engagements
"I sat down with the CEO and CoFounder of Robinhood Vlad Tenev to discuss a variety of topics after Robinhood's Gold Standard event. In the podcast we discussed the early days of Robinhood and how the company grew the economicsbehind Robinhood Gold's new 1% unlimited match on depositshow Robinhood thinks of the credit market with their new 3% cash back card international expansion crypto and more. This was one of the first long-form podcasts Vlad has sat down for in over [--] years so was very grateful for him giving the time after one of the busiest weeks in history for the company following"
X Link 2024-04-03T17:00Z 325.5K followers, 6.9M engagements
"$PLTR PALANTIR REAL WORLD DEMO OF BUILDING AN ONTOLOGY & UTILIZING IT VIA AIP If youve never seen what the ontology looks like in action for Palantir this is an incredible example to take a look at:"
X Link 2024-12-05T23:05Z 325.5K followers, 267.6K engagements
"Cathie Wood $ARKK today: Buys: $ACHR [------] shares $OKLO [------] shares Sells: $TSLA [-----] shares $PLTR [-----] shares $RKLB [------] shares $SHOP [-----] shares"
X Link 2025-12-23T01:22Z 325.5K followers, 250.8K engagements
"The SaaS carnage is confusing for this simple premise: If AI is going to commoditize all of SaaS then why isnt the market rotating heavily into Semis and Hyperscalers If Anthropic were to destroy $CRM and $NOW Id imagine we need tons of compute. More than we can fathom if agents take over hundreds of billions of marketcap for SaaS companies. Yet the market is selling off SaaS AND AI names which doesnt seem to make sense if all the demand for the SaaS carnage will lead to AI growth. Also how is AI a bubble if we are talking about massive enterprise software companies being decimated by AI The"
X Link 2026-02-05T18:23Z 325.5K followers, 368.9K engagements
"FUTURES Green across the board Bitcoin also just hit $72K. If last weeks sell off was just the market having a temper tantrum then maybe we begin somewhat of a recovery after a flushout & deleveraging event on many names. Big Tech is spending $650B on capex this year and accelerating growth. Thats the story. $NVDA reporting in a few weeks may put an exclamation point on all these big tech earnings. $SPY $QQQ $IWM $BTC https://twitter.com/i/web/status/2020637650110038139 https://twitter.com/i/web/status/2020637650110038139"
X Link 2026-02-08T23:15Z 325.5K followers, 122.9K engagements
"S&P [---] TOP [--] COMPANIES YEAR TO DATE: As you can see the big tech names are nowhere to be found. Three out of the top ten are memory companies. The good part about this is twofold: [--]. The breadth that is being shown across the market -- S&P basically at ATH with none of the most important names being in the top [--] list. [--]. There is so much room to grow for tech companies that are nowhere to be found on the list their multiples are relatively sane and if they continue to execute in the way that they have they should be out-performers from here which would only continue to help the S&P more"
X Link 2026-02-09T19:19Z 325.5K followers, 101.4K engagements
"$MSFT $META $AMZN $GOOGL $NVDA The story is CapEx. That's it. That's all that matters. Now that big tech earnings are done it's quite obvious that the AI buildout will continue throughout [----]. Around $650B will be spent from Microsoft Meta Amazon and Google this year. The same reason all of those stocks are down is the same reason to be excited around GDP growth: capex will fuel GDP but it will also result in decreased or even negative FCF for many of the big tech companies. The winners Obviously $NVDA $AMD $AVGO $TSM and all the other players in the semiconductor ecosystem as the biggest"
X Link 2026-02-09T19:19Z 325.5K followers, 95.3K engagements
"$HOOD For everyone complaining about prediction markets it looks like Robinhood will now allow you to turn it off. Listening to users and implementing quickly has always been their strong suit Looks like the message finally got through. Thank you @RobinhoodApp https://t.co/IHckmNfiuE Looks like the message finally got through. Thank you @RobinhoodApp https://t.co/IHckmNfiuE"
X Link 2026-02-11T16:21Z 325.5K followers, 118.8K engagements
"the $SHOP reversal was one of the nastiest earnings moves weve seen today $145 in the premarket down to $110 during the open the street not letting $SHOP run after an incredible quarter just shows how hard they are being on growth names even after good numbers but maybe because Shopify is a SaaS is anyone interested in this dip have never had a position but have always been interested https://twitter.com/i/web/status/2021671097045831920 https://twitter.com/i/web/status/2021671097045831920"
X Link 2026-02-11T19:42Z 325.5K followers, 158.7K engagements
"last thursday we had a similar decline to what we are seeing today.but it was for really no reason then we recovered massively on friday one week later today we are once again seeing new lows from last week for what it feels like is no major headline amazing companies getting sold off on great earnings utilities defensives industrials leading the way $VZ is up 20% this year last time it did that [----] choppiness isn't even the word.this market is moody emotional thinks AI is dead one day then thinks AI will destroy every industry the next.just a hard environment to navigate but the winners of"
X Link 2026-02-12T18:33Z 325.5K followers, 166.8K engagements
"Dan Ives as guest #2 for Basis Points @stevenfiorillo @basispointpod @DivesTech"
X Link 2026-02-13T01:08Z 325.5K followers, 58.8K engagements
"@RJCcapital 😂"
X Link 2026-02-15T14:55Z 325.5K followers, [----] engagements
"yesterday was one of the first days being on X where it felt kinda crazy to realize everyone has an opinion on you and will say anything they like i guess its what comes with the territory to clear up a few things: - i saw many people say amit thinks hes some investing guru and now wants to go toe to toe with burry quite the opposite part of the reason I think people follow is because i am honest about learning in real time with them about whatever topic (like commodities over the past month) i just happen to have decent communication skills so I can quickly learn to turn research into spoken"
X Link 2026-02-15T15:07Z 325.5K followers, 114.9K engagements
"@em013L the fact that he said you have to pay $400 to have a conversation with me was a bit a crazy for someone so rich 💀 such an obvious grift that was not looking for conversation but looking to drive subscriptions revenue"
X Link 2026-02-15T15:22Z 325.5K followers, [----] engagements
"@WhitePine009 the deleting stuff and spamming the article thing is really weird its almost as if he wants to create controversy for a few hours get traction then take it down because its not good content and use the traction to spam links just such a weird thing to see from him"
X Link 2026-02-15T17:41Z 325.5K followers, 12K engagements
"WHY DONALD TRUMP WANTS THE MARKET TO CRASH .in the short term This chart below sums up the reasoning behind what the current adminstration is doing and why it is having adverse effects on the market. Kris @KrisPatel99 did a great job today explaining this more in depth on the market open & I think the thesis checks out: [--]. We have $7T of debt we need to pay in the next [--] monthsif we dont pay it well have to refinance. [--]. The Trump admin does NOT want to refinance at a 4%+ ratethe 10yr at one point this year was 4.8%. [--]. How do you get the 10yr to come down Markets need to show weakness in"
X Link 2025-03-04T17:13Z 325.4K followers, 10.1M engagements
"ELIZABETH WARREN JUST NOW ON CNBC: "Trump should not be calling for Powell to lower rates and say he wants him fired. This is hurting the nature of democracy and will ruin the stock market." Also Elizabeth Warren [--] months ago:"
X Link 2025-04-17T14:22Z 325.4K followers, 1.1M engagements
"IF YOU ARE WONDERING WHY STOCKS JUST ALL WENT DOWN AT ONCE WE JUST HAD A HORRIBLE BOND AUCTION IN THE UNITED STATES FOR OUR 20-YEAR TREASURIES Because of the lack of biddersit caused the 20-year bond yield to surge to 5.1%. Credit market is screaming for help right now"
X Link 2025-05-21T17:24Z 325.4K followers, 5.5M engagements
"$HOOD ROBINHOOD LAUNCHES THE FIRST EVER PRIVATE STOCK TOKENS FOR CUSTOMERS TO ACCESS IN THE EU The first two private companies SpaceX and OpenAI. Oh. My. Hoodness"
X Link 2025-06-30T16:05Z 325.4K followers, 2.1M engagements
"Tom Lee is raising $20B to buy more Ethereum oh my goodness $BMNR $ETH"
X Link 2025-08-12T12:10Z 325.4K followers, 694.6K engagements
"Badie x AK part [--] @ $HOOD Summit The man the myth the legend @amitisinvesting has given us a community and a place to invest in ways we never thought possible. Thank you and lfg https://t.co/SIPpcHrBKz The man the myth the legend @amitisinvesting has given us a community and a place to invest in ways we never thought possible. Thank you and lfg https://t.co/SIPpcHrBKz"
X Link 2025-09-10T00:07Z 325.5K followers, 277.6K engagements
"$HOOD You can now use plain english to code a custom indicator on Robinhood Legend. Powered by Robinhoods AI Cortex. goodness bro 🤯"
X Link 2025-09-10T01:20Z 325.4K followers, 434.4K engagements
"MARK ZUCKERBERG: We are going to spend aggressively. Even if we lose a couple hundred billion it would suck but its better than being behind the race for super intelligence. To even hear Zucks say thisit shows how important they believe the opportunity is. Cap-ex is not slowing down. $META $NVDA"
X Link 2025-09-19T17:42Z 325.4K followers, 2.4M engagements
"I know very little about Quantum. However the $IONQ CEO saying that $NVDA GPUs will become irrelevant by [----] is quite the claim. "The blackwell chip will look dated by [----] and honestly that will wipe the floor with any other supercomputer that exists on earth." Either this is the greatest opportunity ever given $IONQ would be gunning for Nvidia's marketshare which would mean their $20B marketcap would have a chance to reach many trillions.or someone is greatly exaggerating the truth and creating a false narrative. https://twitter.com/i/web/status/1971258921030668481"
X Link 2025-09-25T17:02Z 325.4K followers, 1.2M engagements
"$NVDA $TSLA Even after Nvidias $100B deal with OpenAI this week Jensen believes that Elon will be a big winner I would not be surprised if he gets to 1GW before anyone else. He has a sense of urgency and can manage complex systems. He is the ultimate GPU"
X Link 2025-09-26T16:51Z 325.4K followers, 494.2K engagements
"launched a substack 1) goal is [--] deepdives a month [--] weeks per company and 10-15 pages per deepdive 2) idea behind it is forcing myself to spend more time with new companies and become better at analyzing businesses 3) will be free no paywall ever please comment a company youd like a deepdive on first one will launch Oct [--] 🙌"
X Link 2025-10-02T16:14Z 325.4K followers, 351.5K engagements
"$NVDA BREAKING: The United States has approved several billion dollars worth of Nvidias chip exports to the United Arab Emirates as per Bloomberg. Nvidia is hitting all time highs overnight"
X Link 2025-10-09T03:54Z 325.4K followers, 382.4K engagements
"omg $PYPL actually said it they said OpenAI +15% love this 😂"
X Link 2025-10-28T11:34Z 325.4K followers, 187.2K engagements
"$PLTR $NVDA THIS ACTUALLY JUST HAPPENED. Jensen: "This is probably the single most important enterprise stack in the world the Palantir Ontology." Oh. My. Goodness"
X Link 2025-10-28T17:42Z 325.4K followers, 1.6M engagements
"$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them.""
X Link 2025-10-28T18:58Z 325.5K followers, 556.8K engagements
"$PLTR the journey of a lifetime $200 a share for the company they thought would never make it congrats to everyone and a big thank you to the company that fought to go on this journey in the most authentic way possible ❤😭"
X Link 2025-10-30T02:41Z 325.4K followers, 196.3K engagements
"The more you look at the data the more it truly seems like we are living in a bifurcated economy. Lower-end consumers are struggling and an estimated 67% say they are living paycheck-to-paycheck in the United States. The top 10% are responsible for 50% of all the spending and have benefited deeply from rising stock prices. What's the solution To me it is a continual focus to invite more people into the ownership economy as that seems like the only non-political way to not be stuck within the bifurcated part of the economy that is deeply struggling. Latest piece on Substack below as always no"
X Link 2025-11-26T00:48Z 325.4K followers, 126.1K engagements
"S&P [---] INCLUSION DECEMBER 2025: Included: Carvana $CVNA Comfort Systems $FIX CRH PLC $CRH Removed: $LKQ Solstice $SOLS Mohawk Industries $MHK No Reddit SoFi or Microstrategy"
X Link 2025-12-05T22:37Z 325.4K followers, 187K engagements
"NYC New York City meetup signup is officially live excited to restart the meetups for [----] and the first official one of the year will be on Feb 1st 12-6PM EST. Part of hiring management going forward was to formalize the process of these meetups with much more structure. These started out as an idea I had in [----] to just further connect with the community and we got to do [--] big ones this year but now were ramping up the production and scale. We'll now have a rented out venue security food etc. in each location super super excited to make this happen. Tickets are down below they are $75 each"
X Link 2025-12-21T16:42Z 325.4K followers, 187.9K engagements
"i am not a guy who tends to shop often but Ive had the same winter boots since [----] so i went to some outlet stores that are popular here in Jersey for the discounts today to get some new boots PACKED like I cant find parking type of packed no recession here 😂"
X Link 2025-12-26T19:09Z 325.4K followers, 103.8K engagements
"WALL STREET BETS TOP UPVOTED STOCKS GOING INTO 2026: [--]. $AMZN [--]. $RKLB [--]. $ASTS [--]. $GOOGL [--]. $NBIS [--]. $RDDT [--]. $POET [--]. $SOFI [--]. $PATH [--]. $MU Its a very WSB type of list but I do think some of these can have a strong [----] $AMZN being my top pick from the list"
X Link 2025-12-29T17:04Z 325.4K followers, 305.5K engagements
"Worth listening to Mariana Atencio native Venezuelan journalist on what the people in Venezuela actually wanted when it came to Maduro"
X Link 2026-01-03T15:53Z 325.4K followers, 1.2M engagements
"TRUMP NOW ON THE 10% CREDIT CARD RATE CAP: "Credit card companies will be in violation of the law if they do not comply with the interest rate cap by January [--]. They are abusing people and I am not going to let it happen." My question is how is he going to implement this"
X Link 2026-01-12T03:04Z 325.4K followers, 254K engagements
"High beta names have led the way so far in [----]. Drones energy space defense memoryall themes that have had massive winners in them. However this rally isn't only happening within high-beta. The S&P [---] is nearing $7000 and being supported by defensives healthcare utilities and more even if tech is not leading the way. Ultimately the risk has now become higher for these names if you weren't in them to start the year but the market dynamics are proving that having some exposure good be strong if the current macro can hold. Latest Substack dives into the sustainability of this rally why high"
X Link 2026-01-14T00:42Z 325.5K followers, 183.2K engagements
"BREAKING: Anthrophic is doubling their fundraising plans from $10B to $20B as per the Financial Times. This will value the company at $350B as investor interest is now 5x the original size of the round. Anthropic went from $1B to $9B in ARR last year. $NVDA $AMD $AVGO $MSFT"
X Link 2026-01-27T19:04Z 325.5K followers, 137.1K engagements
"$MSFT worst day in [--] years $400B+ market cap wiped out taking the ENTIRE SaaS sector down with it why do we think the market hates it today 12% down you wouldve thought they completely missed earningsbut they grew net income by 60% pretty incredible to see"
X Link 2026-01-29T16:39Z 325.4K followers, 316.7K engagements
"TRUMP: - GREAT CALL WITH XI - ILL BE GOING TO CHINA IN APRIL - CHINA WILL IS CONSIDERING TO BUY MORE SOYBEANS FROM THE US he tanked the market with soybeans in October now trying to pump the market with soybeans"
X Link 2026-02-04T15:43Z 325.5K followers, 148.8K engagements
"$AMZN STREET WANTED 145B IN [----] CAPEX AMAZON SAID THEY ARE GOING TO DO $200B stock down 7% guess capex spend isn't being rewarded anymore"
X Link 2026-02-05T21:16Z 325.5K followers, 180.5K engagements
"so this week my mom has been out of the country for some wellness retreat its like this big self-help thing that shes been super passionate to go to she told me about it in December and said it cost $5K to go I wanted to be a good son so I paid for the whole thing she just called me to tell me how great its been and I was like thats awesome Im so happy for you but Im gonna need that $5K back momma dukes https://twitter.com/i/web/status/2019592899894059039 https://twitter.com/i/web/status/2019592899894059039"
X Link 2026-02-06T02:04Z 325.5K followers, 177.6K engagements
"@SixSigmaCapital Agreed. Hard to sell the name here but quarter did not put up numbers that could remotely justify any meaningful short term upside action"
X Link 2026-02-12T00:13Z 325.4K followers, [----] engagements
"I sat down with Tom Lee Managing Partner & Head of Research at Fundstrat Global Advisors to discuss the beginning of a new bull rally why institutions didn't buy the dip and the future of retail investing. Tom is one of the most down-to-earth and humble people I have ever met. His perspectives on analyzing the macro while also diving deeper into the nuances of AI technology and innovation creates a fundamentally differentiated point of view backed by evidence which has changed the financial future for millions across the world that listened to him over the mainstream consensus. Tom is a very"
X Link 2025-07-04T17:15Z 325.5K followers, 1.4M engagements
"$PLTR BREAKING: The US Navy has announced a $448 million strategic investment in the Shipbuilding Operating System (Ship OS) to accelerate the adoption of artificial intelligence and autonomy technologies across the industrial base. Ships OS will leverage Palantirs software to bring modern best practices to the complex data heavy environment of Navy shipbuilding. We are seeing a MASSIVE level of infrastructure and software investments from the US Government. Palantir seems to keep winning these contracts as their operating-system model is being implemented across various parts of the"
X Link 2025-12-09T22:31Z 325.5K followers, 937.8K engagements
"$HOOD Let's talk about the Robinhood selloff. So this is confusing on multiple levels but I will try to breakdown what I think is happening. - First I discussed this in my end of year substack but I had hedged a majority of my position with deep ITM calls. The reasoning behind this was seeing the lack of crypto volatility and realizing that could unjustifiably hurt $HOOD but also because the position had become too big for me to go to sleep easily at night without hedging it. That decision ended up helping out through this volatility. - The core reason for this drawdown seems to be in my"
X Link 2026-02-03T18:58Z 325.5K followers, 343.8K engagements
"$GOOGL SUNDAR ON THE RECENT SAAS MELTDOWN: - AI is going to be an enabling tool for software companies we are seeing massive token usage - Many companies are incorporating Gemini into their workflows to increase productivity - Software companies that are utilizing AI have big opportunities ahead basically Sundar doesn't think AI is going to destroy SaaS an incredible stat on these companies today: "Software relative to the S&P [---] shows [--] years of relative gains wiped out in the past month." $CRM $ADBE $NOW $INTU $DDOG $APP $IGV https://twitter.com/i/web/status/2019174037587452044"
X Link 2026-02-04T22:19Z 325.5K followers, 313.9K engagements
"continued blood bath after hours"
X Link 2026-02-05T22:23Z 325.5K followers, 111.1K engagements
"chat are we back"
X Link 2026-02-06T16:28Z 325.5K followers, 95.5K engagements
"DOW JONES CLOSES ABOVE 50K FOR THE FIRST TIME It's been an incredibly emotional week for investors with many stocks still down 20-30% from their highs but a 2% move on the S&P to end the week flat and the Dow hitting 50K was a small level of relief after a very ugly week. Now the [--] part question still remains. 1.) Was the temper tantrum from the markets this week actually rooted in something deeper that will result in more pain 2.) Was last night actually the bottom Time will tell but it was nice to see some level of relief today across all sectors. I personally bought the dip on $META (round"
X Link 2026-02-06T22:24Z 325.5K followers, 73.6K engagements
"nice little green rebound across the boardmuch needed after last week if we can close green and just stabilize for the rest of the week then maybe not a deadcat bounce"
X Link 2026-02-09T16:45Z 325.5K followers, 63K engagements
"IMPORTANT MACRO STATS TODAY: [--]. Alphabet $GOOGL is lining up a $15B multi-tranche bond deal including ultra-long paper out to [----] priced around +120 bps over Treasuries strong signal of demand for duration at scale. Basically everyone wants to buy Google's debt. [--]. ChatGPT traffic hit 5.72B visits in Jan [----] the 4th-highest month ever: +3.7% MoM rebound and +48.7% YoY the fastest growth among the worlds top [--] sites. Good for $MSFT $ORCL. [--]. Single-stock short selling just logged its largest weekly print on record (back to 2016) as per Goldman Sachs. Maybe.the shorts have to cover soon"
X Link 2026-02-09T19:19Z 325.5K followers, 122.3K engagements
"$HOOD Robinhood earnings after the bell 🥶 Few thoughts: [--]. The company has wrongly been attached to $BTC volatility as there is much more to the fundamentals than crypto but I understand that the algos have positioned both together. Ultimately earnings aside Bitcoin will have to stabilize and not retest the $60K lows for algos to keep $HOOD stable. [--]. I think they will have a strong earnings. Monthly data weve seen already suggests this some lightness on crypto but overall deposits/gold subs/options volume/etc should be very strong. Street is expecting 35% growth. The January data may"
X Link 2026-02-10T18:59Z 325.5K followers, 170.1K engagements
"Robinhood $HOOD and I both got a haircut today"
X Link 2026-02-11T17:11Z 325.5K followers, 149.3K engagements
"$GRAB Overall a solid quarter but the guide is not the best. 22% growth for FY26 is not horrible but in this market we needed 25%. Adjusted EBITDA growth needed to come in at minimum 55% and the guide is for 45%. MTUs up GMV scaling plenty of things to likebut the guide is not impressing the street at all. I also am confused on the Stash acquisition and $500M share buyback. Management should give more commentary soon to explain it but not sure how both help the growth story. Grab is guiding for 20% CAGR on revenue until [----] which is strong but just not as strong as needed. I dont think it"
X Link 2026-02-12T00:11Z 325.5K followers, 116.1K engagements
"$HOOD For the first time in four years $GME is now NOT part of the top [--] investments on Robinhood. Robinhood releases an investor index that shows the top [--] names owned across the platform. $PLTR made the list last year as the newest entrant the other [--] have been pretty consistent: $GOOGL $NVDA $META $AMZN $TSLA $MSFT $AAPL $F Basically Big Tech + Ford (Robinhood gave away many shares in [----] of this stock to new users) and then Palantir as of last year. The stock to knock out Gamestop from the top [--] assets after four years $NFLX Netflix. Looks like Robinhood users sold off $GME and"
X Link 2026-02-12T04:32Z 325.5K followers, 95.9K engagements
"@samsolid57 it is CRAZY for the S&P to be down 1% and $GRAB to be green"
X Link 2026-02-12T18:57Z 325.5K followers, 20K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing