#  @babybluecream 펭귄 펭귄 posts on X about ai, $sndk, $mu, $nvda the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1336521079494303744/interactions)  - [--] Week [-------] +63% - [--] Month [-------] +773% - [--] Months [-------] +788% - [--] Year [---------] +151% ### Mentions: [--] [#](/creator/twitter::1336521079494303744/posts_active)  - [--] Week [--] +83% - [--] Month [---] -44% - [--] Months [---] +307% - [--] Year [---] +15% ### Followers: [------] [#](/creator/twitter::1336521079494303744/followers)  - [--] Week [------] +0.13% - [--] Month [------] +5.10% - [--] Months [------] +200% - [--] Year [------] +359% ### CreatorRank: [-------] [#](/creator/twitter::1336521079494303744/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #3696 [technology brands](/list/technology-brands) 40% [cryptocurrencies](/list/cryptocurrencies) #4600 [finance](/list/finance) 15% [automotive brands](/list/automotive-brands) 10.71% [social networks](/list/social-networks) 5% [currencies](/list/currencies) 5% [countries](/list/countries) 4.29% [exchanges](/list/exchanges) #4453 [products](/list/products) 1.43% **Social topic influence** [ai](/topic/ai) #4659, [$sndk](/topic/$sndk) #17, [$mu](/topic/$mu) #37, [$nvda](/topic/$nvda) #389, [$tsla](/topic/$tsla) #81, [$amzn](/topic/$amzn) #170, [$stx](/topic/$stx) #9, [$be](/topic/$be) #15, [$intc](/topic/$intc) #68, [$googl](/topic/$googl) #1344 **Top accounts mentioned or mentioned by** [@ysh1yo2848](/creator/undefined) [@songssc](/creator/undefined) [@9xvvr](/creator/undefined) [@peterjo4057701](/creator/undefined) [@22](/creator/undefined) [@neunghoee](/creator/undefined) [@latest](/creator/undefined) [@moltbook](/creator/undefined) [@openclaw](/creator/undefined) [@dividendtalks](/creator/undefined) [@holzzak777](/creator/undefined) [@coachchris137](/creator/undefined) [@hyunthewise](/creator/undefined) [@ganziboy11](/creator/undefined) [@ethereum](/creator/undefined) [@youtube](/creator/undefined) [@sweetjohnlee](/creator/undefined) [@hyun_the_wise](/creator/undefined) [@thesbrguy](/creator/undefined) [@sofi8204](/creator/undefined) **Top assets mentioned** [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Stacks (STX)](/topic/$stx) [Bloom Energy Corporation (BE)](/topic/$be) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [Western Digital Corp (WDC)](/topic/$wdc) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Applied Digital Corp. (APLD)](/topic/$apld) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Seagate Technology Holdings PLC (STX)](/topic/seagate) [Teradyne, Inc. (TER)](/topic/$ter) [KLA Corp (KLAC)](/topic/$klac) [Karman Holdings Inc (KRMN)](/topic/$krmn) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Microsoft Corp. (MSFT)](/topic/$msft) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Cameco Corporation (CCJ)](/topic/$ccj) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Vicor Corp (VICR)](/topic/$vicr) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Cloudflare, Inc. (NET)](/topic/$net) [Electroneum (ETN)](/topic/$etn) [Metadium (META)](/topic/$meta) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Centrus Energy Corp. (LEU)](/topic/$leu) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Quanta Services Inc (PWR)](/topic/$pwr) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Ethereum (ETH)](/topic/ethereum) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Rambus Inc (RMBS)](/topic/$rmbs) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Nextracker Inc. (NXT)](/topic/$nxt) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Onto Innovation Inc. (ONTO)](/topic/$onto) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Corning Incorporated (GLW)](/topic/$glw) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Oklo Inc. (OKLO)](/topic/$oklo) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [OpenServ (SERV)](/topic/$serv) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Reddit, Inc. (RDDT)](/topic/$rddt) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr) [NuCypher (NU)](/topic/$nu) [Amentum Holdings, Inc. (AMTM)](/topic/$amtm) [Hut [--] Mining Corp. (HUT)](/topic/$hut) ### Top Social Posts Top posts by engagements in the last [--] hours "HBM [--]. HBM Suppliers $MU $HXSCL (SK Hynix) $SSNLF (Samsung) [--]. ASIC Designers $AVGO $MRVL Alchip GUC [--]. HBM Customers - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META The High-Bandwidth Memory (HBM) Network [--]. HBM Suppliers $MU $HXSCL (SK Hynix) $SSNLF (Samsung) [--]. ASIC Designers $AVGO $MRVL Alchip GUC [--]. HBM Customers - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META https://t.co/QrfAHU57yG The High-Bandwidth Memory (HBM) Network [--]. HBM Suppliers $MU $HXSCL (SK Hynix) $SSNLF (Samsung) [--]. ASIC Designers $AVGO $MRVL Alchip GUC [--]. HBM" [X Link](https://x.com/babybluecream/status/1882475138991653345) 2025-01-23T17:07Z 19K followers, [----] engagements "$UPST Upstart Holdings Inc FinancialCredit ServicesUSANASD 1/ Upstart AI B2B2C . [--] . . [----] [--] AI . Upstart . 2/ [----] [--] 2.57(YoY +102%) 2% [---] GAAP . EPS $0.36 50% . 28(+154%) [----] 23.9%. / . 3/ . AI 92% . 12.2% 19% . 4/ MOAT 10% (/ ). - / (5%) . Flywheel MOAT. 5/ [--------] . . ( 6%) . . 6/ / 8/15 $64.09. RSI [-----] . MACD . EMA1550(70.48/68.81) [----] [--] . [--] . . : AI+ . . [--] . @babybluecream UPST @babybluecream UPST" [X Link](https://x.com/babybluecream/status/1956719780091834372) 2025-08-16T14:08Z 19K followers, [----] engagements "1B$ $RGC Regencell Bioscience $QMMM QMMM $DGNX Diginex $TMC TMC the metals company $OKLO Oklo $TMQ Trilogy Metals $ASTS AST SpaceMobile $RGTI Rigetti Computing $QS QuantumScape $CRML Critical Metals $LAC Lithium Americas $PPTA Perpetua Resources $USAR USA Rare Earth $JOBY Joby Aviation $NNE NANO Nuclear Energy $NXE NexGen Energy $ACHR Archer Aviation $QUBT Quantum Computing $SERV Serve Robotics Billion dollar companies with no revenues. $RGC Regencell Bioscience $QMMM QMMM $DGNX Diginex $TMC TMC the metals company $OKLO Oklo $TMQ Trilogy Metals $ASTS AST SpaceMobile $RGTI Rigetti Computing" [X Link](https://x.com/babybluecream/status/1989112048907886655) 2025-11-13T23:24Z 19K followers, [----] engagements "2026 $SNDK Sandisk $WDC Western Digital $RKLB Rocket Lab $LRCX Lam Research $SYM Symbotic $STX Seagate $TER Teradyne $MU Micron $KLAC KLA $CCJ Cameco Corp $ASML ASML $FIX Comfort Systems $RDDT Reddit $RKT Rocket Companies $MPWR Monolithic Power $NU Nu Holdings $SKYT SkyWater $FIGR Figure $LEU Centrus Energy $VICR Vicor $AVAV AeroVironment $CAMT Camtek $INOD Innodata $FTAI FTAI Aviation $KRMN Karman $APLD Applied Digital $VSAT Viasat $KTOS Kratos $HSAI Hesai $NVMI Nova $ACMR ACM Research $OSCR Oscar Health $ZETA Zeta $CRML Critical Metals $USAR USA Rare Earth $AEVA Aeva $RCAT Red Cat $UAMY" [X Link](https://x.com/babybluecream/status/2009373013482066282) 2026-01-08T21:13Z 19K followers, [----] engagements "$CRML Critical Metals $TMC The Metals Company $USAR USA Rare Earth $SKYT SkyWater Technology $KTOS Kratos $KRMN Karman $AMTM Amentum AI $GOOGL Google $NUAI New Era $NBIS Nebius $IREN IREN $HUT Hut [--] $TMQ Trilogy Metals $UUUU Energy Fuels $UAMY United States Antimony $BE Bloom Energy $GEV GE Vernova $PWR Quanta Services $TSM TSMC $INTC Intel $NVDA NVIDIA $AMD AMD $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $RDW Redwire $ONDS Ondas $UMAC Unusual Machines $RCAT Red Cat $LEU Centrus Energy $CCJ Cameco" [X Link](https://x.com/babybluecream/status/2014473015304876483) 2026-01-22T22:59Z 19K followers, 39.9K engagements "$KGC Deep Dive [------] 🍕 📍 kinross gold corporation . 🍕 [--]. [----] [---] [--] . [--]. [--] [--] . [---] . [--]. [----] [--] eps [----] [----] [----] . [--]. [--] [----] [-----] eps [----] . [--]. [--] aisc [----] [----] . [--]. [----] [--] [--] [-----] [---] [--] [-----] [--] . [--]. per [-----] . [--]. [----] [----] [----] [--] [--] . [--]. [--] [--] . [--]. [--] [---] [----] [----] . [--]. aisc [----] [--] . [--]. kinross [---] newmont [--] barrick gold [--] agncio eagle [--] polyus [--] . [--]. kinross [--] . [--]. kinross . ebitda [----] [--] roe [----] [--] . [--]. [---] [---] [--]. [--]. [----] [--] vanguard group [---] [--] blackrock [---] [----] vaneck gold" [X Link](https://x.com/babybluecream/status/2016171658487464312) 2026-01-27T15:29Z 19K followers, [----] engagements "$TLSA : "2030 AI " l [------] 📍 [----] CEO AI . [--]. (SpaceX Tesla xAI ) ' '. SpaceX Tesla . [--]. . Starlink [----] . . [--]. ' ' . . SpaceX . [--]. Tesla ' (sustainable abundance)' . AI . [--]. AI . '' AI AI( ) . [--]. ' [--] '. . [--]. . ' (narrow growth)' ' ' . [--]. [--] [--] . [--] ( ) . [--]. . " " . [--]. . AI . [--]. . [--] ' ' . . [--]. . '(stalifying)' AI . [--]. AI . Nvidia AI 34% ' ' ( ). [--]. . 1500GW 1000GW( 250GW ) 100GW AI . [--]. . 99.8% " [X Link](https://x.com/babybluecream/status/2016515090472935764) 2026-01-28T14:13Z 19K followers, [----] engagements "THE FULL METALS STACK ( ) (Critical material shortages AI ) (Copper) $FCX $RIO $SCCO (Aluminum) $AA $CENX $RIO / (Iron Ore / Steel) $VALE $BHP $CLF (Nickel) $VALE $TMC $HPQFF (Lithium) $ALB $SQM $LAC / (Graphite / Anode) $SYAAF $NMG $WWR / (Rare Earths / Magnets) $MP $LYSCF $NOPMF (Uranium) $CCJ $UUUU $DNN (Gallium) $RIO $AA $AREC (Manganese) $ELMTF $EMUSF $MNXXF (Silicon Metal) $GSM $RIO $FQVLF (Antimony) $UAMY $PPTA $AREC / / (Niobium / Scandium / Titanium) $NB $IPX $RIO (Gold) $NEM $GOLD $AEM $GLD (Silver) $PAAS $AG $SIL $SLV critical metals [--------] USGS Critical Minerals" [X Link](https://x.com/babybluecream/status/2017050486957060237) 2026-01-30T01:41Z 19K followers, [----] engagements "$SNDK "Sandisk Kioxia [--] [----] ." NAND . [--] . $SNDK: "Sandisk will pay Kioxia USD [-----] billion for manufacturing services and continued availability of supply". Kioxia and SanDisk together operate one of the worlds largest NAND flash manufacturing sites. Sandisk's earnings looks like a blowout but many second order https://t.co/aX5FjQOQls $SNDK: "Sandisk will pay Kioxia USD [-----] billion for manufacturing services and continued availability of supply". Kioxia and SanDisk together operate one of the worlds largest NAND flash manufacturing sites. Sandisk's earnings looks like a" [X Link](https://x.com/babybluecream/status/2017072109814763908) 2026-01-30T03:07Z 19K followers, [----] engagements "$SNDK $SEC $SKH [------] 🍎 🕹 (1-6) [--]. [--] . [--]. (PER=) [--] . [--]. 50% . [--]. . [--]. . [--]. AI . (7-13) [--]. TV . [--]. . [--]. . [--]. . [--]. PER [--] . [--]. . [--]. [--] . (14-20) [--]. SK . [--]. HBM( ) . [--]. . [--]. PER [--] . [--]. . [--]. HBM . [--]. . https://twitter.com/i/web/status/2018082770090909872 https://twitter.com/i/web/status/2018082770090909872" [X Link](https://x.com/babybluecream/status/2018082770090909872) 2026-02-01T22:03Z 19K followers, 12.6K engagements "$ORCL [------] AI" [X Link](https://x.com/babybluecream/status/2018317500749107206) 2026-02-02T13:36Z 19K followers, [----] engagements "$SEC $SKH $SNDK $SEC $SKH [------] 📍 40% $SEC $SKH [--] (4 ) 🔖 [--]. [--] [----] [--] https://t.co/iUOF1VdJGt $SEC $SKH [------] 📍 40% $SEC $SKH [--] (4 ) 🔖 [--]. [--] [----] [--] https://t.co/iUOF1VdJGt" [X Link](https://x.com/babybluecream/status/2018475895003156834) 2026-02-03T00:05Z 19K followers, [----] engagements "$SNDK Time [---] [------] 10.54% $CIEN $SNDK $SEC $SKH [------] 🍎 🕹 (1-6) [--]. [--] . [--]. (PER=) [--] https://t.co/v5ZqpJv6GW $SNDK $SEC $SKH [------] 🍎 🕹 (1-6) [--]. [--] . [--]. (PER=) [--] https://t.co/v5ZqpJv6GW" [X Link](https://x.com/babybluecream/status/2018912223419343319) 2026-02-04T04:59Z 19K followers, [----] engagements "https://n.news.naver.com/mnews/article/014/0005474272 https://n.news.naver.com/mnews/article/014/0005474272" [X Link](https://x.com/babybluecream/status/2019366205342220574) 2026-02-05T11:03Z 19K followers, [---] engagements "(Notable Drawdowns) $BMNR Bitmine -88.77% $MSTR Strategy -79.79% $ETH Ethereum -60.27% $ORCL Oracle -60.06% $BTC Bitcoin -48.09% $NFLX Netflix -39.77% $SLV Silver -37.41% $PLTR Palantir -37.37% $MSFT Microsoft -28.45% $ARKK ARK Invest -25.37% $TSLA Tesla -20.46% $NVDA Nvidia -18.45% $META Meta -15.19% $AMZN Amazon -14.05% $GOLD Gold -12.81% $GOOGL Google -5.53% $QQQ Nasdaq [---] -5.95% $IWM Russell [----] -5.14% $AAPL Apple -4.13% $SPY S&P [---] -2.65% Notable Drawdowns: $BMNR Bitmine -88.77% $MSTR Strategy -79.79% $ETH Ethereum -60.27% $ORCL Oracle -60.06% $BTC Bitcoin -48.09% $NFLX Netflix" [X Link](https://x.com/babybluecream/status/2019575734768136395) 2026-02-06T00:55Z 19K followers, [----] engagements "https://www.tradingview.com/screener/xftfJP4t/symbol=AMEX%3AURA https://www.tradingview.com/screener/xftfJP4t/symbol=AMEX%3AURA" [X Link](https://x.com/babybluecream/status/2019796834584293378) 2026-02-06T15:34Z 19K followers, [---] engagements "1 NVIDIA to Use SK Hynix and Samsung HBM4 for "Vera . [--] NVIDIA to Use SK Hynix and Samsung HBM4 for "Vera . [--] Nvidia unpacks Vera Rubin rack system at CES [--] South Korea's HBM4 Moment: How Samsung and SK Hynix . [--] Nvidia refutes reports of HBM4 mass production delay . https://www.tomshardware.com/tech-industry/hbm4-mass-production-delayed-as-nvidia-pushes-memory-specs-higher https://introl.com/blog/south-korea-hbm4-stargate-memory-supercycle-2026 https://www.theregister.com/2026/01/05/ces_rubin_nvidia/" [X Link](https://x.com/babybluecream/status/2020061417391665650) 2026-02-07T09:05Z 19K followers, [---] engagements "1 MSTR Stock Jumps 20% as TD Cowen Sets $440 Price Target for . [--] 'No Reasonable Scenario' Forces Strategy To Sell Bitcoin As $440 . https://finviz.com/news/303084/no-reasonable-scenario-forces-strategy-to-sell-bitcoin-as-440-target-stands-td-cowen https://coingape.com/news/stocks/mstr-stock-jumps-as-td-cowen-sets-440-price-target-for-michael-saylors-strategy/ https://finviz.com/news/303084/no-reasonable-scenario-forces-strategy-to-sell-bitcoin-as-440-target-stands-td-cowen https://coingape.com/news/stocks/mstr-stock-jumps-as-td-cowen-sets-440-price-target-for-michael-saylors-strategy/" [X Link](https://x.com/babybluecream/status/2020154238232301599) 2026-02-07T15:14Z 19K followers, [---] engagements "1 Japan US narrow first $550 bln investment picks . - Reuters [--] Japan US eye synthetic diamond production under $550 . - Reuters [--] SoftBank to invest up to $400m developing "one of Japans largest data centers" [--] Japan's $550 billion US investment to have no FX impact top trade negotiator says [--] Fact Sheet: President Donald J. Trump Secures Unprecedented U.S. . [--] The $550 Billion US-Japan Strategic Industrial Fund - Hudson Institute https://www.hudson.org/global-economy/550-billion-us-japan-strategic-industrial-fund-recommendations-private-sector-william-chou" [X Link](https://x.com/babybluecream/status/2020321518140694938) 2026-02-08T02:19Z 19K followers, [---] engagements "1 Silicon Photonics Supply Chain Opportunities and Challenges for . [--] Silicon Photonics Market Size to Hit USD [-----] Billion by [----] [--] Silicon Photonics Market - Global Forecast 2026-2032 [--] OFC50: TSMC's Vision for Silicon Photonics - semivision [--] News Silicon Photonics in the Spotlight: TSMC Lifts the Curtain on COUPE at SEMICON Taiwan https://www.trendforce.com/news/2025/09/09/news-silicon-photonics-in-the-spotlight-tsmc-lifts-the-curtain-on-coupe-at-semicon-taiwan/ https://tspasemiconductor.substack.com/p/ofc50-tsmcs-vision-for-silicon-photonics" [X Link](https://x.com/babybluecream/status/2020361144930648338) 2026-02-08T04:56Z 19K followers, [--] engagements "$MSTR theme . . DCA . $MARA [--] . $BMNR . . $CRCL . . DAT . DAT . . DAT . DAT" [X Link](https://x.com/babybluecream/status/2020444596757831773) 2026-02-08T10:28Z 19K followers, [----] engagements "$FIG $FIG IPO 270% 270% 1() 5.63% [------] . [--] [--] https://t.co/O2Kr3bDryG $FIG IPO 270% 270% 1() 5.63% [------] . [--] [--] https://t.co/O2Kr3bDryG" [X Link](https://x.com/babybluecream/status/2020464392312070586) 2026-02-08T11:47Z 19K followers, [----] engagements "$PYPL [------] 📌 [----] [--] 19% . 🏷 [--]. [----] . 8% . . [--]. CEO [--] . HP [--] [--] CEO AI . [--]. [--] . [--] [--] [--] [----] [----] . . [--]. 6% . 20% . [--]. . [----] [----] . [--]. . BNPL . [--]. . . [--]. . [----] . [--]. [----] 81% . [---] [--] . [--]. . CEO . More money more problems. $PYPL https://t.co/cDf4aleAay More money more problems. $PYPL https://t.co/cDf4aleAay" [X Link](https://x.com/babybluecream/status/2020465898335895694) 2026-02-08T11:53Z 19K followers, [----] engagements "AI [------] [--]. AI 90% [----] [---] AI . AI [--]. TSMC CoWoS(Chip-on-Wafer-on-Substrate) [----] 7580K wpm( ) [----] 120130K wpm . TSMC [----] [----] Amkor SPIL OSAT . [--]. AI Quanta Computer [--] 17% [--] AI . [--]. (Hon Hai) NVL [--] Quanta NVL [--] Wistron Inventec GIGABYTE ASUS AI . [--]. ASIC Wiwynn Quanta . [----] [---] AI [--] [----] . [--]. AI 20kW 120kW GPU . [--]. Delta Electronics 'Grid to Chip' . [--]. GB200 GB300 Rubin . [--]. [----] AI AI [--] [--] . [--]. GMI Cloud [----] [--] [--] AI Blackwell GB300 [--] [----] GPU [---] [--] . [--]. CES [----] 57" [X Link](https://x.com/babybluecream/status/2020695507354681675) 2026-02-09T03:05Z 19K followers, [---] engagements "1 Taiwan's AI Supply Chain Dominance: Beyond Silicon [--] TSMC's CoWoS Capacity: Scaling Up Outsourcing and Shifting to .globalsemiresearch.substack.com tsmcs-cowos-capacity-scaling-up-outso. [--] TSMC's CoWoS capacity - by Moore Morris - Nomad Semi [--] Taiwan's Big Manufacturers Jump into AI Servers - Visive [--] How AI servers are transforming Taiwan's electronics manufacturing . https://www.artificialintelligence-news.com/news/ai-servers-transform-taiwan-manufacturing-giants/ https://www.visive.ai/news/taiwans-big-manufacturers-jump-into-ai-servers https://www.nomadsemi.com/p/tsmcs-cowos-capacity" [X Link](https://x.com/babybluecream/status/2020695511892914686) 2026-02-09T03:05Z 19K followers, [---] engagements "$AAPL [--] Hardshell . 📱 iPhone [--] Pro and Pro Max may break when removing the case Users on social media report cracks in the body: the plastic antenna spacers are breaking. Judging by the comments these are not isolated cases the issue appears to be widespread. So much for a $1000+ device https://t.co/tCU3hysN5c 📱 iPhone [--] Pro and Pro Max may break when removing the case Users on social media report cracks in the body: the plastic antenna spacers are breaking. Judging by the comments these are not isolated cases the issue appears to be widespread. So much for a $1000+" [X Link](https://x.com/babybluecream/status/2021059713652359375) 2026-02-10T03:12Z 19K followers, [----] engagements "260210 [--]. 5070% . [--] [--] 900( [--] [--] ) . [--]. . [--] . [--]. . . [--]. . [----] 5% [--] 20% . [--]. [----] [--] [--] . 300(1 [--] ) [--] . [--]. Shopee Lazada [----] 15% . . [--]. . [--]. (VAT Refund) . [----] . [--]. 75A 85D . . [--]. 1/3 . VAT " [X Link](https://x.com/babybluecream/status/2021194769108697338) 2026-02-10T12:09Z 19K followers, [----] engagements "1 Wacoal [--] [--] / [--] - [--] 100% [--] Wacoal [--] . https://www.instagram.com/p/DNzA7Za5gwz/ https://blog.naver.com/joyfulgolflife/223453936845 https://blog.naver.com/thaidirectbuy/222512068310 https://stmilk.tistory.com/94 https://gyehyun.tistory.com/36 https://blog.naver.com/saddmi89/223166028458 https://blog.naver.com/mengmengda-/223040248253 https://www.instagram.com/p/DNzA7Za5gwz/ https://blog.naver.com/joyfulgolflife/223453936845 https://blog.naver.com/thaidirectbuy/222512068310 https://stmilk.tistory.com/94 https://gyehyun.tistory.com/36" [X Link](https://x.com/babybluecream/status/2021194774951379454) 2026-02-10T12:09Z 19K followers, [---] engagements "$SMIC 10-Q 3" [X Link](https://x.com/babybluecream/status/1857056529683235320) 2024-11-14T13:42Z 19K followers, [---] engagements "2025 [--] Rule of 40% [--] - - Rule of [--] (EBITDA margin ) 40% - SaaS() $ABST: $ACIW: $ADBE: $ADEA: $ANSS: $APP: $ARCE: $ATVI: $AZPN: $BRQS: IoT AI $CCSI: $CDNS: $CHKP: $CLMB: IT $CTEV: $DGHI: $DOCN: $DOCS: $DSGX: $DUOL: $ELWS: $ESMT: CRM $FI: $FICO: $FIS: $FISV: $GCT: $GMGI: $GNUS: https://twitter.com/i/web/status/1954206421438042291 https://twitter.com/i/web/status/1954206421438042291" [X Link](https://x.com/babybluecream/status/1954206421438042291) 2025-08-09T15:41Z 19K followers, [---] engagements ": $NVDA $TSM $AVGO $AMD $STX $PSTG : $CRDO $ALAB $RMBS $ANET $CLS : $IREN $NBIS $APLD : $HOOD $AFRM $SOFI $PGY $NU : $OPEN $RKT $Z $MHO $TOL $DHI : $SE $HOP : $GE $KRMN : $BE $TLN $RYCEF : $AMZN $GOOGL : $UAMY $MP $IDR : $YOU $NET : $TEM $ALNY : $RDDT : $APP The leading sectors right now: Semis: $NVDA $TSM $AVGO $AMD $STX $PSTG Networking: $CRDO $ALAB $RMBS $ANET $CLS Data Centers: $IREN $NBIS $APLD FinTech: $HOOD $AFRM $SOFI $PGY $NU Real Estate: $OPEN $RKT $Z $MHO $TOL $DHI E-Commerce: $SE $HOP Aerospace: $GE $KRMN Energy: $BE The leading sectors right now: Semis: $NVDA $TSM $AVGO $AMD $STX" [X Link](https://x.com/babybluecream/status/1963731691471536484) 2025-09-04T22:31Z 19K followers, [----] engagements "$AMLX [--]. Amylyx Pharmaceuticals(AMLX) . AMX0035( Relyvrio) [----] FDA (ALS) . Wolfram . [--]. [--]. [--] - AMX0035 . [----] [----] 77% [----] ( ). - [----] [--] [---] [--] [----] . - [----] [--] [----] [----] [----] . - [----] [--] [----] [----] [----]. [--]. - ALS Biogen Roche Novartis . - Krystal Biotech Arcellx Arrowhead Pharmaceuticals ACADIA Pharmaceuticals . - [--]. [--]. Moat() - AMX0035 FDA . - . - [---]. Amylyx [--] . moat . [--] Amylyx: Home [--] Amylyx Pharmaceuticals (AMLX) Stock Price News & . [--] Amylyx Pharmaceuticals Reports Fourth Quarter and Full" [X Link](https://x.com/babybluecream/status/1973589306469130247) 2025-10-02T03:22Z 19K followers, [----] engagements "$BE Bloom Energy $NBIS Nebius $HOOD Robinhood $CLS Celestica $CRWV CoreWeave $SYM Symbotic $STX Seagate $CRDO Credo Technology $INSM Insmed $MU Micron $PLTR Palantir $UI Ubiquiti $FIX Comfort Systems $NET Cloudflare $AMD AMD $CCJ Cameco $IREN IREN $SNDK SanDisk $LEU Centrus Energy $VSAT Viasat $APLD Applied Digital $KTOS Kratos $PL Planet Labs $PGY Pagaya $KRMN Karman $NXT Nextracker $TEM Tempus Al $FUTU Futu $MVST Microvast $AMSC American Superconductor $AVAV AeroVironment $BETR Better Home $BMNR Bitmine Immersion $OKLO Oklo $TMC TMC the Metals Company $LTBR Lightbridge $GRAL Grail $OPEN" [X Link](https://x.com/babybluecream/status/1984400368789569820) 2025-10-31T23:21Z 19K followers, 114.1K engagements "HBM [--]. HBM $MU Micron $HXSCL SK Hynix $SSNLF Samsung [--]. ASIC $AVGO Broadcom $MRVL Marvell Alchip GUC [--]. HBM - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META HBM Suppliers & Customers [--]. HBM Suppliers $MU Micron $HXSCL SK Hynix $SSNLF Samsung [--]. ASIC Designers $AVGO Broadcom $MRVL Marvell Alchip GUC [--]. HBM Customers - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META https://t.co/LwTuDYa1Er HBM Suppliers & Customers [--]. HBM Suppliers $MU Micron $HXSCL SK Hynix $SSNLF Samsung [--]. ASIC Designers $AVGO Broadcom $MRVL Marvell Alchip GUC [--]. HBM" [X Link](https://x.com/babybluecream/status/2008847177721012342) 2026-01-07T10:24Z 19K followers, [----] engagements "AI & (DRAM & NAND): $MU Micron $SNDK SanDisk $STX Seagate $WDC Western Digital HPSS ( ): $PSTG Pure Storage $DELL Dell Technologies $NTAP NetApp & : $MRVL Marvell $RMBS Rambus $ALAB Astera Labs $SIMO Silicon Motion ( & ): $AMAT Applied Materials $LRCX Lam Research $CAMT Camtek $ONTO Onto Innovation [----] AI ( Storage Supercycle) Micron($MU) HBM SanDisk($SNDK) NAND/SSD Seagate($STX) Western Digital($WDC) HDD Astera Labs($ALAB) Marvell($MRVL) PCIe 6/CXL AI Pure Storage($PSTG) AI . AI Memory & Storage Companies. 👇 Memory (DRAM & NAND): $MU Micron $SNDK SanDisk $STX Seagate $WDC Western" [X Link](https://x.com/babybluecream/status/2011543909521113449) 2026-01-14T21:00Z 19K followers, [----] engagements "$ASTS AST SpaceMobile VS Space X 📍 ASTS km ( ) D2C(Direct-to-Cell) . . [----] [---] ( [--] ) AT&TVerizonVodafone [--] [--] [--] . Starlink( ) ' ' . 🍔 [--]. [----] [--] [--] 3(Q3) ( ) ( ) . 1(Q1) [--] ' ' . [--] + [----] [--] . [--] . [--]. (NATO [----] ) 50%+ 30% MNO() 20%. MNO ASTS ' ' 50:50 . : AT&T ASTS 5G . B2B [----] Q [--] . [--]. AT&T( [--] [--] ) Verizon( 2) Vodafone( 6) Rakuten() Google( ) 50+ MNO 30+ . () ASTS . ( ). ASTS [--]. [--]. [--] () . : [---] . [----] D2C [--] [----] [--] BlueBird( SpaceX Falcon9 ) AT&TVerizon . ( ) . [--]. GEO/MEO ( 35km) 700( ) 120Mbps . LEO( ) [--] 90" [X Link](https://x.com/babybluecream/status/2012895915074568510) 2026-01-18T14:32Z 19K followers, [----] engagements "$MU SK/ HBM4/ $VECO ($2B) - $PLAB (21 ) - $ADEA (21 [--] ) - $ACLS ($29) - $FORM (64 [--] ) - HBM $ONTO (106 ) - $AMKR (131 ) - $RMBS (135 [--] ) - IP $MKSI (149 ) - $TER $KLAC . $SMTC $MTSI . . . . Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $ADEA ($2.18B) - Hybrid bonding $ACLS ($2.9B) - Ion implantation $FORM ($6.43B) - HBM wafer testing https://t.co/dYDJ5scXEM Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit" [X Link](https://x.com/babybluecream/status/2014467589813239837) 2026-01-22T22:37Z 19K followers, [----] engagements "2026 [--] 🏓 [--]. + $CEG $CCJ $VST $BWXT $FLNC $OKLO $SMR $UEC $LEU $EOSE [--]. AI $NVDA $AMD $MU $AVGO ( $ASML $TSM $VRT $NBIS $CIFR $IREN [--]. / $LMT $RTX $NOC $GD $LHX $ONDS $KTOS $BA $HWM ) $RCAT $RKLB [--] Big Themes that will CRUSH [----] all Year: [--]. Nuclear + Power $CEG $CCJ $VST $BWXT $FLNC $OKLO $SMR $UEC $LEU $EOSE [--]. AI Compute & Infrastructure $NVDA $AMD $MU $AVGO $ASML $TSM $VRT $NBIS $CIFR $IREN [--]. Defense / Aerospace https://t.co/RZmPgMvgiw [--] Big Themes that will CRUSH [----] all Year: [--]. Nuclear + Power $CEG $CCJ $VST $BWXT $FLNC $OKLO $SMR $UEC $LEU $EOSE [--]. AI Compute & Infrastructure" [X Link](https://x.com/babybluecream/status/2015405290926277101) 2026-01-25T12:44Z 19K followers, [----] engagements "$SNDK Sandisk $BE Bloom Energy $CRWV CoreWeave $WDC Western Digital $MU Micron $CCJ Cameco Corp $LRCX Lam Research $STX Seagate $ASML ASML $KLAC KLA $ESLT Elbit Systems $FIX Comfort Systems $GLW Corning $RKLB Rocket Lab $TER Teradyne $APH Amphenol $MPWR Monolithic Power $SKYT SkyWater $APLD Applied Digital $FIGR Figure $IREN IREN $KTOS Kratos $KRMN Karman $VICR Vicor $FTAI FTAI Aviation $NVMI Nova $PL Planet Labs $CAMT Camtek $ACMR ACM Research $TE T1 Energy $VSAT Viasat $SOLS Solstice $LEU Centrus Energy $SATL Satellogic $ERAS Erasca $CRML Critical Metals $NUAI New Era Energy $HYMC Hycroft" [X Link](https://x.com/babybluecream/status/2016284500641382526) 2026-01-27T22:57Z 19K followers, [----] engagements "& (Automation & Vision) $ROK $ZBRA $CGNX $FANUY (Surgical Robotics) $ISRG $SYK $MDT $PRCT / (Defense Autonomy / Drones) $AVAV $KTOS $LMT $NOC $BAH AI (Compute + Autonomy) $NVDA $AMD $QCOM $PLTR (Autonomous Logistics) $SYM $SERV $AMZN $KION / (Industrial / Human-Like Robotics) $TSLA $TER $ABB / / Picks-and-Shovels $TDY $AME (Software machines scale) / AI [--------] . $RR (Richtech Robotics) // [----] AI (NVDA ) (ISRG) (ROK ABB FANUY) /(AVAV ) (SYM SERV) ROBOTICS ECONOMY: CHEAT SHEET If today you missed $RR Do not miss the rest of the robotics run: Automation & Vision $ROK" [X Link](https://x.com/babybluecream/status/2016351071883665781) 2026-01-28T03:22Z 19K followers, [----] engagements "2026 S&P [---] [--] [--]. Sandisk Corporation: $SNDK [--]. Western Digital $WDC [--]. Seagate Technology $STX [--]. Micron Technology $MU [--]. Moderna $MRNA [--]. Lam Research $LRCX [--]. KLA Corporation $KLAC [--]. Bunge Global $BG [--]. Intel $INTC [--]. Applied Materials $AMAT S&P 500s top [--] best-performing stocks so far in 2026: [--]. Sandisk Corporation: (SNDK) [--]. Western Digital (WDC) [--]. Seagate Technology (STX) [--]. Micron Technology (MU) [--]. Moderna (MRNA) [--]. Lam Research (LRCX) [--]. KLA Corporation (KLAC) [--]. Bunge Global (BG) [--]. Intel (INTC) [--]. S&P 500s top [--] best-performing stocks so far in 2026: [--]. Sandisk" [X Link](https://x.com/babybluecream/status/2016727697163178242) 2026-01-29T04:18Z 19K followers, [----] engagements "1 Can AI Data Center Expansion Drive Sandisk's SSD . [--] Sandisk surges after Q2 results top estimates due to data . [--] SanDisk [----] Q2 Earnings Preview: Explosive Demand for . [--] SNDK Stock: How Sandisk Became One of Wall Street's . https://www.cmcmarkets.com/en/optox/sndk-stock-how-sandisk-became-one-of-wall-streets-most-dynamic-plays https://www.tradingkey.com/analysis/stocks/us-stocks/261514832-sndk-sandisk-financial-report-q4-ai-storage-stock-tradingkey https://seekingalpha.com/news/4544435-sandisk-surges-after-q2-results-top-estimates-due-to-data-center-demand" [X Link](https://x.com/babybluecream/status/2017092554085515759) 2026-01-30T04:28Z 19K followers, [---] engagements "260131 🦞 📌 AI . . OpenClaw(Moltbot) AI . . HomebrewNode.js . 🕹 [--]. AI . [--] AI . AI . [--]. (Moltbot) . (molt) AI . Clawdbot OpenClaw . AI . [--]. 1: Homebrew . /bin/bash -c "$(curl -fsSL . M1/M2/M3 Apple Silicon . [--]. 2: Node.js . brew install node@22 npm install -g MoltBot@latest . MoltBot --version. [--]. 3: . MoltBot onboard API (Claude GPT ) . Full Disk Access . [--]. . AI . . [--]. . Markdown zip . . . [--]. . AI . . MOLT [----] . [--]. . configure. AI . tmux . [--]. AI . . . . https://moltbook.com/skill.md http://openclaw.ai" [X Link](https://x.com/babybluecream/status/2017595012750680191) 2026-01-31T13:45Z 19K followers, 25.9K engagements "$SNDK $NVDA AI Agent PC AI Nand $SNDK 🔨 $SNDK $SNDK $AMZN [------] [--]. 1.7% . [--]. . [--]. . [--]. https://t.co/hHHkpMILcc $SNDK $AMZN [------] [--]. 1.7% . [--]. . [--]. . [--]. https://t.co/hHHkpMILcc" [X Link](https://x.com/babybluecream/status/2018962116204712405) 2026-02-04T08:17Z 19K followers, 29.9K engagements "$SNDK $SEC $SKH Nand DRAM HBM Nand $SNDK $NVDA AI Agent PC AI $SNDK $NVDA AI Agent PC AI" [X Link](https://x.com/babybluecream/status/2018964846621114801) 2026-02-04T08:28Z 19K followers, [----] engagements "2026 [--] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32% HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32% https://t.co/ihWkPOR06C HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55%" [X Link](https://x.com/babybluecream/status/2020336301539750069) 2026-02-08T03:18Z 19K followers, [----] engagements "$PLTR I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE" [X Link](https://x.com/babybluecream/status/2021058734282375433) 2026-02-10T03:08Z 19K followers, [----] engagements "$MCD [------] 🍔 📍 . [--]. . [----] [--] [------] [---] [---] [--] [---] [--] . . [--]. [---] [---] . [----] [--] [---] [---] [------] [----------] . [----] [--] [-----] . [--]. . [----] [----] [----] [----] [----] [------] . ( ) [-----] [--] . [--]. . . . [--]. . . [--] [--] . [--]. . [--] [--] . [--] . [--]. . . [------] . [--]. KFC . KFC [------] . . [--]. . . . [--]. [--] . [----] [--] [--] ( ) [--] . https://twitter.com/i/web/status/2021178692031119561" [X Link](https://x.com/babybluecream/status/2021178692031119561) 2026-02-10T11:05Z 19K followers, [----] engagements "$TSLA . Time to address the elephant in the room. $TSLA https://t.co/i5ZI5tslel Time to address the elephant in the room. $TSLA https://t.co/i5ZI5tslel" [X Link](https://x.com/babybluecream/status/2021591665681506532) 2026-02-11T14:26Z 19K followers, 16.6K engagements "$TSLA [------] [--] [--]. () P/E [----] . P/E . AI [----] [----] . [--]. P/E [----] . ( ) AI [----] . [--]. P/E [----] . [--] 3.9% . [--]. P/E [----] AI [--] [--] . P/E [----] . [--]. P/E [-----] . [----] [--] . [--]. [--] P/E [--] . P/E [--] . [--]. () P/E [--] . [--]. P/E [-----] Azure AI . [--]. P/E [----] AWS . [--]. 39% . [--]. $TSLA . https://t.co/AO0mqI8tFK $TSLA . https://t.co/AO0mqI8tFK" [X Link](https://x.com/babybluecream/status/2021594831148204042) 2026-02-11T14:39Z 19K followers, 11K engagements "260211 [--]. [----] 80% . [----] [--] [--] [--] [--] [-----] [----] [--] [--] [----] [--] [--] [----] (575 ) [---] . [--]. . ( ) [----] [--] . [--]. [----] [--] [--] [---] ( [--] ) [-----] [----] . [---] [---] . [--]. . 50% [----] [--] 12% . [--]. . . [----] [--] 25% . [--]. [----] [--] [--] [--] . [----] AI . [--]. . . [--]. . ( ) KYC/AML(/) [----] [--] . [--]. . [----] [---] [--] [--] [----] [--] [----] . [--]. . [--------] FOMO( ) . Koreans have long stood out even among crypto traders for their high tolerance for the riskiest kinds of digital assets. Now they're bailing" [X Link](https://x.com/babybluecream/status/2021600405789307372) 2026-02-11T15:01Z 19K followers, [----] engagements "1 South Korean Crypto Trading Volume Plummets 80% [--] South Korean Crypto Trading Volume Plummets 80%: A Stunning . [--] South Korean Crypto Trading Volume Plummets 80% [--] Traders Fear as South Korean Crypto Exchanges Set to Delist Meme Coins Kimchi Coins Altcoin south korea [--] South Koreans Bail on Crypto as Retail Traders Bemoan . https://www.bloomberg.com/news/articles/2026-02-11/south-koreans-bail-on-crypto-as-retail-traders-bemoan-losses https://cryptorank.io/news/feed/8895e-traders-fear-as-south-korean-crypto-exchanges-set-to-delist-meme-coins-kimchi-coins http://CryptoRank.io" [X Link](https://x.com/babybluecream/status/2021600411166384426) 2026-02-11T15:01Z 19K followers, [---] engagements "$SKH $SEC [------] SK vs [--]. SK 16(Gb) LPDDR6 14.4Gbps 12.8Gbps . [--]. LPDDR6 LPDDR5 . [--]. SK [----] [--] (ISSCC 2026) 14.4Gbps LPDDR6 . [--]. Gbps [--] 14.4Gbps 1.8GB AI . [--]. [----] [--] [--] LPDDR6 10.7Gbps 14Gbps . [--]. SK 14.4Gbps 12.8Gbps 12.5% . [--]. LPDDR6 [----] [--] JEDEC LPDDR5X [--] 25% . [--]. AI . [--]. [--] LPDDR6 SK . [--]. LPDDR6 [----] " [X Link](https://x.com/babybluecream/status/2021614212901216470) 2026-02-11T15:56Z 19K followers, [----] engagements "1 SK hynix to tease 48Gbps/24Gb GDDR7 14.4Gbps . https://www.tweaktown.com/news/109057/sk-hynix-to-tease-48gbps-24gb-gddr7-14-4gbps-lpddr6-and-samsung-36gb-hbm4-at-isscc-2026/index.html https://www.tweaktown.com/news/109057/sk-hynix-to-tease-48gbps-24gb-gddr7-14-4gbps-lpddr6-and-samsung-36gb-hbm4-at-isscc-2026/index.html" [X Link](https://x.com/babybluecream/status/2021614217556553801) 2026-02-11T15:56Z 19K followers, [---] engagements "$SKH $SEC $AAPL [------] [--]. SK 14.4Gbps 12.8Gbps LPDDR6 [----] LPDDR6 [----] [--] . [--]. AI 8GB RAM AI 0.71.5GB RAM 7GB . [--]. [--] LPDDR5X 6070% SK [--] . [--]. SK AI (HBM) LPDDR HBM LPDDR . [--]. HBM LPDDR5X [--] 1b . [--]. [----] [--] SK 80% SK 100% . [--]. 12GB LPDDR5X [----] 230% [--] [--] . [--]. [--] [----] [----] 12GB RAM [--] LPDDR5X . [--]. [--] LPDDR6 LPDDR6 [----] [----] [--] LPDDR5X AI . [--]. SK 14.4Gbps LPDDR6 [----] [--] AI . $SKH $SEC [------] SK vs [--]. SK 16(Gb) LPDDR6 14.4Gbps 12.8Gbps . [--]. LPDDR6 https://t.co/i4iE0iW3pk $SKH $SEC" [X Link](https://x.com/babybluecream/status/2021615457707696313) 2026-02-11T16:00Z 19K followers, [----] engagements "1 Apple prepares early for iPhone [--] launch - [--] million LPDDR5X . https://www.igorslab.de/en/apple-prepares-early-for-iphone-18-launch-13-million-lpddr5x-dram-chips-ordered-from-samsung/ https://www.igorslab.de/en/apple-prepares-early-for-iphone-18-launch-13-million-lpddr5x-dram-chips-ordered-from-samsung/" [X Link](https://x.com/babybluecream/status/2021615466779947228) 2026-02-11T16:01Z 19K followers, [---] engagements "@songssc AWS" [X Link](https://x.com/babybluecream/status/2021735357948342380) 2026-02-11T23:57Z 19K followers, [---] engagements "2025 . 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ A moment of silence for all the quantum bulls of [----]. 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f A moment of silence for all the quantum bulls of [----]. 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f" [X Link](https://x.com/babybluecream/status/2021839999193559470) 2026-02-12T06:53Z 19K followers, [----] engagements "1 Dividend Talks on YouTube (@DividendTalks) / Posts / X [--] Stocks at 52-Week Low Lowest Performing Stocks - [--] [--] Week Low Stocks - https://www.investing.com/equities/52-week-low http://Investing.com https://public.com/markets/52-week-low http://Public.com https://x.com/DividendTalks https://www.investing.com/equities/52-week-low http://Investing.com https://public.com/markets/52-week-low http://Public.com https://x.com/DividendTalks" [X Link](https://x.com/babybluecream/status/2012686560181752305) 2026-01-18T00:40Z 19.1K followers, [---] engagements "Claude Cowork [------] 🥪 📍 [--]. Claude Cowork AI [---] [--]. Cowork [--]. X " X [--] " YouTube LinkedIn X [--]. LinkedIn LinkedIn X [--] [--]. "" AI [--]. Cowork [--]. AI [--]. YouTube [--] Instagram Reels TikTok [--]. Cowork [--]. AI Claude Cowork [------] 🍕 📍 [--]. Claude Desktop 'Cowork' [--]. [--]. Claude Opus Sonnet [--]. 'Let's Go' [--]. https://t.co/6PECseXxzP Claude Cowork [------] 🍕 📍 [--]. Claude Desktop 'Cowork' [--]. [--]. Claude Opus Sonnet [--]. 'Let's Go' [--]. https://t.co/6PECseXxzP" [X Link](https://x.com/babybluecream/status/2022625281731633575) 2026-02-14T10:53Z 19.1K followers, [----] engagements "AI [------] 🧃 🔖 [--]. Paul Graham AI " " [--]. [----] "AI " " " [--]. AI AI [--]. AI [--]. Sublime " AI " AI [--]. AI [--]. AI AI [--]. Paul Graham AI " " " " [--]. AI AI [--]. AI Prediction: In the AI age taste will become even more important. When anyone can make anything the big differentiator is what you choose to make. https://t.co/3GQUlfH58t Prediction: In the AI age taste will become even more important. When anyone can make anything the big differentiator is what you choose to make. https://t.co/3GQUlfH58t" [X Link](https://x.com/babybluecream/status/2022627337465180649) 2026-02-14T11:01Z 19.1K followers, [---] engagements "1 Claude's Constitution - Anthropic [--] Claude AI Models 2025: Ultimate Guide to Constitutional AI . https://local-ai-zone.github.io/brands/claude-ai-constitutional-ultimate-guide-2025.html https://www.anthropic.com/news/claudes-constitution https://local-ai-zone.github.io/brands/claude-ai-constitutional-ultimate-guide-2025.html https://www.anthropic.com/news/claudes-constitution" [X Link](https://x.com/babybluecream/status/2022622078869049804) 2026-02-14T10:40Z 19.1K followers, [---] engagements "260214 [--]. [----] [--] 0.58% 0.68% 0.48%0.54% [----] [--] [----] [--] 4.25% 3.29% [--]. [----] [----] " " [--]. 'e' [--] [--] [--] [------] " " [--]. [--] [--]. [--] 0.68% [--]. [--] KTX [--]. '12' [--] [--] [--] [--] [----] [--] [------] [----] GTX-D [--]. GTX-D () GTX GTX [--]. [--]. [----] [--] 0.75% [--] " "" [X Link](https://x.com/babybluecream/status/2022623184055603314) 2026-02-14T10:45Z 19.1K followers, [---] engagements "1 [--] ' ' [--] [--] 0.75% . [--] [----] '' . [--] [-----] [--] [--] [--] [--] [--] - [--] GTX-D [--] [--] [--] [----] GTX-D https://blog.naver.com/wonpol93/223793311822 https://blog.naver.com/jaeteran/223336477248trackingCode=blog_bloghome_searchlist https://blog.naver.com/modelnk/224173229676 https://www.g-enews.com/article/Real-Estate/2026/01/202601191137378705514e0091f6_1 https://www.kyeonggi.com/article/20260119580407 https://www.seoul.co.kr/news/economy/estate/2026/02/12/20260212500150 https://biz.chosun.com/real_estate/real_estate_general/2026/01/19/IWS2PSDJNFDODCO3KIJAHOX5WY/" [X Link](https://x.com/babybluecream/status/2022623188283462146) 2026-02-14T10:45Z 19.1K followers, [---] engagements "Anthropic [------] 🥑 🔖 [--]. Anthropic [----] OpenAI (CEO) () [--] [----] 6% [--]. [----] 23% [---] [--] ( [--] [----] ) [--]. Amazon [----] [--] [----] [--] [--] [--] ( [--] [----] ) Anthropic AWS Anthropic [--]. Google [----] [--] [----] 10% [----] [--] [--] [----] [--] [----] [--]. [----] [--] Anthropic ICONIQ F [---] ( [--] [----] ) [----] ( [---] ) AI [--]. [----] [--] Lightspeed Venture Partners Anthropic [---] [--] [----] [--] [--] [--] [--]. Anthropic [--] [--]. Anthropic (Public Benefit Corporation) (Long-term Benefit Trust) AI [--]. [----] [--] Anthropic [----] (Tender Offer) [--]. [----] IPO Anthropic AGIX" [X Link](https://x.com/babybluecream/status/2022626359609266303) 2026-02-14T10:57Z 19.1K followers, [----] engagements "1 Embrace your Laziness in the Age of AI [--] Creative Directors in the Age of Taste: Curating Emotion . [--] AI vs Human Creativity: Which One Wins in [----] https://www.oakwoodinternational.com/blog/ai-vs-human-creativity https://www.linkedin.com/posts/bobaigajere_in-2026-the-narrative-has-shifted-from-activity-7420478263938023424-6XBn https://matthiasplappert.com/blog/2026/laziness-in-the-age-of-ai https://www.oakwoodinternational.com/blog/ai-vs-human-creativity https://www.linkedin.com/posts/bobaigajere_in-2026-the-narrative-has-shifted-from-activity-7420478263938023424-6XBn" [X Link](https://x.com/babybluecream/status/2022627341047062647) 2026-02-14T11:01Z 19.1K followers, [---] engagements "$NVDA Why AI Chips Consume So Much Power [------] 🌮 📌 [--]. AI chip power consumption is skyrocketing. Nvidia's A100 consumed 400W the H100 uses 700W and the latest B200 consumes 1200W. That's a 75% increase in just two years and a 300% jump with the Blackwell generation. [--]. The largest portion of power consumption goes to data movement. In Google's TPU approximately 80% of total energy is used for electrical connectionsmoving data aroundwhile only 20% goes to actual computation. Accessing off-chip memory requires [---] times more energy than the computation itself. [--]. Computing operations" [X Link](https://x.com/babybluecream/status/2022656398757445880) 2026-02-14T12:57Z 19.1K followers, [---] engagements "🍕 $CRML Critical Metals $TMC The Metals Company $USAR USA Rare Earth / $SKYT SkyWater Technology $KTOS Kratos $KRMN Karman $AMTM Amentum AI $GOOGL Google $NUAI New Era $NBIS Nebius $IREN IREN $HUT Hut [--] $TMQ Trilogy Metals $UUUU Energy Fuels $UAMY United States Antimony $BE Bloom Energy $GEV GE Vernova $PWR Quanta Services / $TSM TSMC $INTC Intel $NVDA NVIDIA $AMD AMD $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $RDW Redwire $ONDS Ondas $UMAC Unusual Machines $RCAT Red Cat $LEU Centrus Energy $CCJ" [X Link](https://x.com/babybluecream/status/2015374617578455395) 2026-01-25T10:42Z 19.1K followers, 141.3K engagements "eVTOL AutoFlight [----] [--] [--] V5000 Matrix(5 ) . [--] 1/10" [X Link](https://x.com/babybluecream/status/2020073510429962665) 2026-02-07T09:53Z 19.1K followers, [----] engagements "260214 🎯 📈 HBM: $SNDK $MU $STX SK : $TSMC $INTC : $AXTI : $VRT AI: $FSLY $NET : $PANW $CRWD $CYBR : $LITE $COHR $LASR OSAT( ): $AMKR AI : $CRDO 🎯Look for strength in this market correction theyll lead the next leg of bull market 📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: https://t.co/IlFBBREx9V 🎯Look for strength in this market correction theyll lead the next leg of bull market 📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC" [X Link](https://x.com/babybluecream/status/2022667402392342589) 2026-02-14T13:41Z 19.1K followers, [----] engagements "2026 IPO 🥑 [------] [--]. SpaceX: $1.5T SpaceX Starship Starlink 70% [---] Starlink [---] Starship 1.5T . [--]. OpenAI: $1T OpenAI ChatGPTGPT API AI 60% [--] [---] 1T . [--]. ByteDance: $500B ByteDance TikTokDouyin 50% [----] [--] 500B . [--]. Anthropic: $350B Anthropic Claude AI AI 15% [--] [--] 350B . [--]. Databricks: $160B Databricks AI AI 20% [--] ARR [--] 160B . [--]. Stripe: $120B Stripe ConnectTreasury API 10% [---] 120B . [--]. Revolut: $75B Revolut 15% [--] [----] 75B . [--]. Canva: $75B Canva SaaS AI [---] 25% [--] 75B . [--]. Shein: $50B Shein e 20% [---] 40% 50B ." [X Link](https://x.com/babybluecream/status/2006989110934905172) 2026-01-02T07:21Z 19.1K followers, [----] engagements "Watch List l [------] $SNDK $AMAT $EMR $NBIS $BE $AVGO TOP PICK l [------] $NVDA $GOOG $AMZN $TSLA $STX $FCX $CAT $8035 $09988 $ETN https://t.co/pR0ZvyD8z3 TOP PICK l [------] $NVDA $GOOG $AMZN $TSLA $STX $FCX $CAT $8035 $09988 $ETN https://t.co/pR0ZvyD8z3" [X Link](https://x.com/babybluecream/status/2022533694662271115) 2026-02-14T04:49Z 19.1K followers, [---] engagements "1 US withdraws newly updated list of firms allegedly aiding . [--] US withdraws newly updated list of firms allegedly aiding Chinas military https://www.straitstimes.com/world/united-states/us-withdraws-newly-updated-list-of-firms-allegedly-aiding-chinas-military https://www.reuters.com/sustainability/society-equity/us-expected-add-alibaba-others-list-firms-allegedly-aiding-chinas-military-2026-02-13/ https://www.straitstimes.com/world/united-states/us-withdraws-newly-updated-list-of-firms-allegedly-aiding-chinas-military" [X Link](https://x.com/babybluecream/status/2022636211400233340) 2026-02-14T11:37Z 19.1K followers, [---] engagements "Jim Simons [------] [--]. Renaissance Technologies Jim Simons " " [--]. Simons Medallion Fund [----] [----] 66.1% 39.1% Warren Buffett George Soros [--]. Renaissance Technologies Simons " " [--]. [--]. [--]. Simons MIT Berkeley Chern-Simons theory [--] [--]. Renaissance [--]. [--]. Simons AI AI Simons [--]. "You can teach a physicist finance but you cannot teach a finance person physics." - Jim Simons https://t.co/iCuj9XgITC "You can teach a physicist finance but you cannot teach a finance person physics." -" [X Link](https://x.com/babybluecream/status/2022639281374916823) 2026-02-14T11:49Z 19.1K followers, [----] engagements "$TSLA Top [--] EVs in the U.S. [----] Unit sold: 1) Tesla Model Y: [------] 2) Tesla Model 3: [-----] 3) Chevrolet Equinox EV: [-----] 4) Ford Mustang Mach-E: [-----] 5) Hyundai Ioniq 5: [-----] 6) Honda Prologue: [-----] 7) Ford F-150 Lightning: [-----] 8) BMW i4: [-----] 9) Chevrolet Blazer EV: [-----] 10) Tesla Cybertruck: [-----] Top [--] bestselling EVs in the U.S. in first half of 2025: Unit sold: 1) Tesla Model Y: [------] 2) Tesla Model 3: [-----] 3) Chevrolet Equinox EV: [-----] 4) Ford Mustang Mach-E: [-----] 5) Hyundai Ioniq 5: [-----] 6) Honda Prologue: [-----] 7) Ford F-150 Lightning: [-----] 8) BMW i4:" [X Link](https://x.com/babybluecream/status/1944173419366691063) 2025-07-12T23:13Z 19.1K followers, [----] engagements "$SKHynix [----] [--]. SK (HBM) [----] '' . [--]. SK . [--]. [----] [--] () HBM D 95% . [--]. SK . [--]. HBM . [--]. [----] [--] HBM [----] . [--]. HBM D 10% . [--]. SK HBM 15% . [--]. 20% [----] . [--]. SK D 20% 1215% . [--]. ( 57%) . [--]. AI HBM AI D eSSD( SSD) [----] 30% . [--]. (Capex) [----] 3040% . [--]. M15X HBM D . [--]. [----] [--] SK [--] [----] [--] [----] 39.1% 61.9% 119% [--] [----] . [--]. PS https://twitter.com/i/web/status/1985678455158309250 https://twitter.com/i/web/status/1985678455158309250" [X Link](https://x.com/babybluecream/status/1985678455158309250) 2025-11-04T12:00Z 19.1K followers, [----] engagements "$skhynix $samsung D [------] . (MS) SK D . D (DRAM Beggar) . [--] . D . MS SK . 200% . SK [--] . () . D AI . AI (Chain of Thought) . AI GPU D. AI D . D AI . H200 () 540( 77) . H200 HBM( ) [--] . SK [---] . . [--] 1t [---] TV [--] [--] [--] [--] . D . . D . https://twitter.com/i/web/status/2009576363825697163 https://twitter.com/i/web/status/2009576363825697163" [X Link](https://x.com/babybluecream/status/2009576363825697163) 2026-01-09T10:41Z 19.1K followers, [----] engagements "🍕 [--]. [--]. & Deep dive ( ) [--]. [--]. () 🍔 [--]. 🫶 . ☕ . 🍗 🍀" [X Link](https://x.com/babybluecream/status/2011074357574189473) 2026-01-13T13:54Z 19.1K followers, 14.7K engagements "$ARKK [--] 38% . $QQQ . Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a" [X Link](https://x.com/babybluecream/status/2021087125723283868) 2026-02-10T05:01Z 19.1K followers, [----] engagements "" ETF". . 1: +12.83%. : $LITE : +31.68% $AMKR : +28.7% : +24.35% $GLW : +23.57% $COHR : +23.5% $ONTO : +18.4% $CAMT : +17.7% $TSM : +15.8% $ON : +15.8% : +15.4% $KLAC : +12.7% $APH : +11.6% $MRVL : +11.4% $MU : +10.6% $MOD : +10.6% SK : +10.31% $VICR : +9.6% $AVGO : +9.46% $SBGSY : +9.27% $ETN : +9.1% $BESIY : +8.53% $IFNNY : +7.37% $MPWR : +6.85% $SNDK : +6.4% $QLCM : +6.12% $AMD : +6.01% : +6% : +3.68% $INTC : +1.62% . . The "Bottleneck ETF" from supply chain mapping. Not a single name red. Equal weighted results 1W: +12.83%. List: $LITE: +31.68% $AMKR: +28.7% Disco: +24.35% $GLW:" [X Link](https://x.com/babybluecream/status/2021980373434216463) 2026-02-12T16:11Z 19.1K followers, [----] engagements "260213 [--]. [----] [--] [----] [--] [--] [---] . [---] 68% [--] [--] [---] . [--]. . [--] [--] . [--]. . . [--]. [---] . [--]. GDP 2% [--] . . [--]. . . . [--]. . .8 [--]. . . [--]. . . . [--]. [---] . . [--] . Japans prime minister has earned a once-in-a-generation chance to remake her country. Will she seize it https://t.co/glBEoxbabp https://t.co/nSH8w5cC0F Japans prime minister has earned a once-in-a-generation chance to remake her country. Will she seize it" [X Link](https://x.com/babybluecream/status/2022192923551707511) 2026-02-13T06:15Z 19.1K followers, [---] engagements "1 [---] ''. . [--] [---] https://www.donga.com/news/article/all/20260210/133331326/2 https://www.etnews.com/20260209000008 https://www.donga.com/news/article/all/20260210/133331326/2 https://www.etnews.com/20260209000008" [X Link](https://x.com/babybluecream/status/2022192929268543817) 2026-02-13T06:15Z 19.1K followers, [---] engagements "TOP PICK l [------] $NVDA $GOOG $AMZN $TSLA $STX $FCX $CAT $8035 $09988 $ETN" [X Link](https://x.com/babybluecream/status/2022533446447587745) 2026-02-14T04:48Z 19.1K followers, [---] engagements "https://n.news.naver.com/mnews/article/009/0005637467 https://n.news.naver.com/mnews/article/009/0005637467" [X Link](https://x.com/babybluecream/status/2022562280278487495) 2026-02-14T06:43Z 19.1K followers, [---] engagements "CXMT YMTC [------] 🏒 📌 [--]. [----] [--] [--] CXMT(ChangXin Memory Technologies) YMTC(Yangtze Memory Technologies) Section 1260H [--] [--]. CXMT DRAM YMTC NAND DRAM NAND [--]. Alibaba Baidu AI [---] [--]. CXMT YMTC "CXMT YMTC " [--]. [--] [--]. YMTC [----] LexarHPAcerKingstonTeamgroup SSD ZhiTai [--]. YMTC [----] [--] X3-6070 3D QLC NAND [----] / 3D TLC NAND [---] 3D NAND SK [---] [---] [--]. CXMT [----] DRAM SK DRAM HBM [---] 3D NAND [--]. YMTC NAND SKKioxiaMicron NAND YMTC [--] [--] [--]. CXMT and YMTC removed from the Pentagons restricted" [X Link](https://x.com/babybluecream/status/2022636207289831525) 2026-02-14T11:37Z 19.1K followers, [----] engagements "$TSLA [------] 🔖 [--]. . . . [--]. . . . [--]. . . [--]. . . [--]. - . . . [--]. 99% . 90% . . [--]. 1% . . . [--]. . . . [--]. . . . [--]. . " " . . . success requires a crazy level of delusion success requires a crazy level of delusion" [X Link](https://x.com/babybluecream/status/2022652932244873551) 2026-02-14T12:43Z 19.1K followers, [----] engagements "$TSLA [------] 🌞 📌 [--]. [----] [--] [--] . [----] . [--]. 2026-2027 70GW . [----] 49% . [--]. " " . . [--]. . [----] [----] () () ( ) . [--]. . [--] 40% 20% 15% 5% 10% [--]. [----] 99% . . [--]. . [----] [----] [--] kWh [---] kWh . [--]. . [----] 10.3GW [----] 18.2GW 70% . . [--]. . [----] [--] 198GW 173GW . 250GW 44% . [--]. . [---] . . Solar will utterly dominate future electricity production Solar will utterly dominate future electricity production" [X Link](https://x.com/babybluecream/status/2022664925840359879) 2026-02-14T13:31Z 19.1K followers, [---] engagements "$AMZN [------] 🧃 🔖 [--]. . . [--]. . . . [--]. . . . [--]. . [--] . . [--]. . . . [--]. . . . . [--]. . . . [--]. . . . . [--]. AI . AI . ChatGPT AI . . [--]. . . . " " . @babybluecream (amazon-proof). . . . @babybluecream (amazon-proof). . . " [X Link](https://x.com/babybluecream/status/2022672130933170479) 2026-02-14T13:59Z 19.1K followers, [---] engagements ". $SPY $QQQ $DIA All three stalling at the same fib extension is a little spooky. $SPY $QQQ $DIA https://t.co/Fe9CFYHhwi All three stalling at the same fib extension is a little spooky. $SPY $QQQ $DIA https://t.co/Fe9CFYHhwi" [X Link](https://x.com/babybluecream/status/2022120013998764537) 2026-02-13T01:25Z 19.1K followers, 12.3K engagements "$GOOG . S&P500 [------] - Tech Non-Tech - AI AI AI . https://t.co/f12rJkj0wR S&P500 [------] - Tech Non-Tech - AI AI AI . https://t.co/f12rJkj0wR" [X Link](https://x.com/babybluecream/status/2022540794482262184) 2026-02-14T05:17Z 19.1K followers, [----] engagements "@9xvvr = = $COIN $HOOD" [X Link](https://x.com/babybluecream/status/2022572396453216380) 2026-02-14T07:23Z 19.1K followers, [---] engagements "260214 🌮 🔖 [--]. . . [--]. . TSMC 72% . . [--]. AI . TSMC SK . AI . [--]. [----] . [----] AI [----] . AI . [--]. HBM AI . " " EUV . HBM [----] 164% . [--]. () . . TSMC 3nm 2nm . [--]. [--] . TSMC 19% . [--]. . EUV . . [--]. . . AI . . [--]. . . . https://t.co/CNOohIpbnp https://t.co/CNOohIpbnp" [X Link](https://x.com/babybluecream/status/2022669555978637553) 2026-02-14T13:49Z 19.1K followers, [---] engagements "15 [------] 🧃 📚 [--]. $IAG $SEI [--] 95% . $IAG $SEI . . [--]. IT [--] . $DVLT 85% $CRWV 75% $NTSK 25% . . [--]. [--] . $RIOT $BMNR $MARA $RIOT $MARA . . [--]. [--] . $IAG $GAU 65% $UAMY 15% . . [--]. . $IAG $SEI 95% $IONQ $UAMY 15% [--] . . [--]. $AEVA $EVLV . $AEVA 50% $EVLV 35% . 5G AI . [--]. $IONQ 15% . . . [--]. . [----] . . [--]. Finviz Elite . . [--] . [--]. . . . . Institutional Footprints: [--] Growth Names Gaining Momentum. 1-Month Relative Strength % Sorted $IAG (95%) Metals & Mining $SEI (95%) Oil & Gas Equip & Services $DVLT (85%) Software & IT $NBIS" [X Link](https://x.com/babybluecream/status/2022674340249244147) 2026-02-14T14:08Z 19.1K followers, [---] engagements "3 [--]. $PLTR 41% [--]. $NET 27% [--]. $SHOP 24% [--]. $SNOW 23% [--]. $IOT 22% [--]. $CRWD 22% [--]. $RBRK 21% [--]. $DDOG 21% [--]. $S 21% [--]. $KVYO 21% [--]. $MNDY 20% [--]. $DOCN 20% [--]. $FIG 20% [--]. $DUOL 19% [--]. $ZS 19% [--]. $TTAN 19% [--]. $OS 19% [--]. $NOW 18% [--]. $MDB 18% [--]. $GTLB 18% [--]. $TEAM 17% [--]. $BRZE 17% [--]. $ESTC 17% [--]. $HUBS 16% [--]. $FROG 16% [--]. $PANW 15% [--]. $VEEV 14% [--]. $PATH 11% [--]. $CRM 10% [--]. $ADBE 8% 💦 SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH [--]. $PLTR 41% [--]. $NET 27% [--]. $SHOP 24% [--]. $SNOW 23% [--]. $IOT 22% [--]. $CRWD 22% [--]. $RBRK 21% [--]. $DDOG 21% [--]. $S 21% [--]. $KVYO 21% [--]. $MNDY" [X Link](https://x.com/babybluecream/status/2005854208957071589) 2025-12-30T04:11Z 19.1K followers, [----] engagements "Claude Cowork [------] 🍕 📍 [--]. Claude Desktop 'Cowork' [--]. [--]. Claude Opus Sonnet [--]. 'Let's Go' [--]. 'Allow' 'Always Allow' [--]. Claude [--]. [--]. Pro $20 $17 Cowork [--]. Max $100 [--] $200 [--] [--]. macOS Windows Just tried Claude Cowork now and I seriously regret not using it sooner. This thing is actually insane/crazy good. https://t.co/dGZKoB0gZ2 Just tried Claude Cowork now and I seriously regret not using it sooner. This thing is actually insane/crazy good. https://t.co/dGZKoB0gZ2" [X Link](https://x.com/babybluecream/status/2022613590960902647) 2026-02-14T10:07Z 19.1K followers, 21K engagements "1 How To Use Claude Cowork (Beginner's Guide) https://www.youtube.com/watchv=hkBKByC_DaY https://www.youtube.com/watchv=hkBKByC_DaY" [X Link](https://x.com/babybluecream/status/2022613595721457963) 2026-02-14T10:07Z 19.1K followers, [----] engagements "$PLTR [------] Claude AI 🪖 🔖 [--]. [----] [--] [--] [--] ' (Operation Absolute Resolve)' Claude AI [--]. Claude Anthropic Palantir Technologies Palantir [--]. AI Claude [--]. CIA [--] [--] USS [--]. Anthropic Claude [--]. [----] [--] [--] Anthropic Anthropic [--]. Anthropic [--] Claude (ICE) (FBI) [--]. [--] [--] AI AI Anthropic [--]. AI [--]. OpenAI Google xAI AI AI [--]. Claude Claude Cowork [------] 🍕 📍 [--]. Claude Desktop 'Cowork' [--]. [--]. Claude Opus Sonnet [--]. 'Let's Go' [--]. https://t.co/6PECseXxzP Claude Cowork [------] 🍕 📍 [--]. Claude Desktop " [X Link](https://x.com/babybluecream/status/2022615298881286267) 2026-02-14T10:14Z 19.1K followers, [----] engagements "1 US used Anthropic's Claude during the Venezuela raid . [--] US Used Anthropic's Claude During the Venezuela Raid WSJ Reports https://www.usnews.com/news/world/articles/2026-02-13/us-used-anthropics-claude-during-the-venezuela-raid-wsj-reports https://www.reuters.com/world/americas/us-used-anthropics-claude-during-the-venezuela-raid-wsj-reports-2026-02-13/ https://www.usnews.com/news/world/articles/2026-02-13/us-used-anthropics-claude-during-the-venezuela-raid-wsj-reports https://www.reuters.com/world/americas/us-used-anthropics-claude-during-the-venezuela-raid-wsj-reports-2026-02-13/" [X Link](https://x.com/babybluecream/status/2022615303126196304) 2026-02-14T10:14Z 19.1K followers, [---] engagements "AI [------] 🧃 🔖 [--]. (Zero Knowledge Proof ZK) [--]. [----] Hikvision AI [---] [--]. (ICE) [--]. " [---] " [--]. [----] [--] [--] AI API [--]. AI AI GDPR [--]. (Self-Sovereign Identity SSI) " [--] " " [--] " [--]. ZK-HybridFL AI [----] [--] [--]. AI [--]. AI ZK AI From AI to ZK. Artificial intelligence is the attack. Zero knowledge is the defense. AI takes advantage of the slightest slip. ZK does not let anything slip. AI decodes all the data. ZK encrypts all the data. AI is the" [X Link](https://x.com/babybluecream/status/2022617971831853149) 2026-02-14T10:24Z 19.1K followers, [---] engagements "1 ZKP: Solving AI Privacy with Zero Knowledge Proof in [----] - Phemex [--] AI-Driven Surveillance Networks Erode Global Privacy by [----] . [--] Zero Knowledge Proof and Self Sovereign Identity - Extrimian [--] Ethereum developers propose zero-knowledge privacy for AI chatbots [--] Zero Knowledge Proof AI in [----] - Calibraint https://www.calibraint.com/blog/zero-knowledge-proof-ai-2026 https://www.cryptopolitan.com/ethereum-propose-zero-knowledge-privacy/ https://extrimian.io/zero-knowledge-proof-and-self-sovereign-identity/" [X Link](https://x.com/babybluecream/status/2022617976264884621) 2026-02-14T10:24Z 19.1K followers, [---] engagements "Claude AI [------] 🦞 📌 [--]. Claude [------] ChatGPT [--]. Claude Sonnet [---] GitHub SWE-Bench 77.2% [--]. Claude OSWorld 61.4% 40-45% [--]. Claude [--]. Artifacts [--]. Extended Thinking Mode ChatGPT [--]. Constitutional AI [----] AI [--] [--]. ChatGPT [--]. Research Mode Projects [--]. Claude [---] Sonnet [--] AIME [----] 88% Claude [---] Opus [---] AI Claude Cowork [------] 🍕 📍 [--]. Claude Desktop 'Cowork' [--]. [--]. Claude Opus Sonnet [--]. 'Let's Go' [--]. https://t.co/6PECseXxzP Claude Cowork [------] 🍕 📍 [--]. Claude Desktop " [X Link](https://x.com/babybluecream/status/2022621016732897348) 2026-02-14T10:36Z 19.1K followers, [----] engagements "1 Claude vs. ChatGPT: A Practical Comparison [--] ChatGPT vs Claude: Two Giants Different Strengths - Neontri [--] Claude Sonnet 4.5: Highest-Scoring Claude Model Yet on . https://caylent.com/blog/claude-sonnet-4-5-highest-scoring-claude-model-yet-on-swe-bench https://neontri.com/blog/chatgpt-vs-claude/ https://www.appypieautomate.ai/blog/claude-vs-chatgpt https://caylent.com/blog/claude-sonnet-4-5-highest-scoring-claude-model-yet-on-swe-bench https://neontri.com/blog/chatgpt-vs-claude/ https://www.appypieautomate.ai/blog/claude-vs-chatgpt" [X Link](https://x.com/babybluecream/status/2022621020939858201) 2026-02-14T10:36Z 19.1K followers, [---] engagements "Claude [------] 🍔 📌 [--]. Claude Constitutional AI AI " " AI [--]. Claude AI AI [--]. [----] [--] Anthropic Claude [----] Constitutional AI [--]. Extended Thinking Mode Claude " " Claude (chain-of-thought) [--]. "" Anthropic [--]. Extended Thinking Claude " " Claude [--]. " " Claude AI [--]. Serial Test-Time Compute Claude [--]. Constitutional AI Anthropic CAI AI ( ) [--]. Claude Claude AI [------] 🦞 📌 [--]. Claude [------] ChatGPT [--]. https://t.co/kY40yJYMsc Claude AI" [X Link](https://x.com/babybluecream/status/2022622070950257078) 2026-02-14T10:40Z 19.1K followers, [---] engagements "1 Claude Cowork: Anthropic's AI Office Agent for Folder Automation [--] [--] INSANE Claude Cowork Use Cases Julian Goldie - LinkedIn [--] The Claude Cowork System That Writes Me Trending Social Media . https://lilys.ai/en/notes/claude-cowork-20260210/claude-cowork-social-writer https://www.linkedin.com/posts/juliangoldieseo_5-insane-claude-cowork-use-cases-activity-7420113745621753857-z9ZD https://cowork.zone https://lilys.ai/en/notes/claude-cowork-20260210/claude-cowork-social-writer https://www.linkedin.com/posts/juliangoldieseo_5-insane-claude-cowork-use-cases-activity-7420113745621753857-z9ZD" [X Link](https://x.com/babybluecream/status/2022625287616499816) 2026-02-14T10:53Z 19.1K followers, [---] engagements "1 Why that $2 trillion software stock wipeout didn't derail the AI bull . [--] AI-driven stock rout could become 'unstoppable' Barclays warns https://qz.com/sell-first-think-later-barclays-warns-ai-selloff-could-continue https://fortune.com/2026/02/10/stocks-2-trillion-software-wipeout-ai-bull-market/ https://qz.com/sell-first-think-later-barclays-warns-ai-selloff-could-continue https://fortune.com/2026/02/10/stocks-2-trillion-software-wipeout-ai-bull-market/" [X Link](https://x.com/babybluecream/status/2022649390738083894) 2026-02-14T12:29Z 19.1K followers, [---] engagements "1 Mental Model: Bottlenecks [--] Memory stocks: Morgan Stanley explains how to play the new AI . [--] Why the AI Chip Supply Chain's Hidden Bottleneck Offers a 5X . [--] Stop chasing AI shell companies. Invest in bottleneck industries. https://www.reddit.com/r/StockMarket/comments/1pzr2vs/2026_investment_strategy_stop_chasing_ai_shell/ https://www.ainvest.com/news/ai-chip-supply-chain-hidden-bottleneck-offers-5x-opportunity-2601/ https://www.investing.com/news/stock-market-news/memory-stocks-morgan-stanley-explains-how-to-play-the-new--ai-bottleneck-4451697" [X Link](https://x.com/babybluecream/status/2022669561846522284) 2026-02-14T13:49Z 19.1K followers, [---] engagements "Success Requires a Crazy Level of Delusion [------] $TSLA [--]. Successful people share one common trait. The delusion of believing the seemingly impossible is possible. Without this they can't even start. [--]. Rational people calculate success probabilities weigh risks and consider failure possibilities. In that process they give up most challenges. It's statistically correct judgment but that's why they only get mediocre results. [--]. Successful entrepreneurs and innovators on the other hand have unrealistic confidence in their abilities. When Elon Musk attempted rocket reusability when Steve Jobs" [X Link](https://x.com/babybluecream/status/2022683306840424515) 2026-02-14T14:44Z 19.1K followers, [---] engagements "Wide Moat $ADBE - Adobe Incorporated: . [--] $AENA - Aena SME SA: . [--] $APD - Air Products and Chemicals Inc.: . [--] $GOOGL - Alphabet Inc.: (Google) . [--] $MO - Altria Group Inc.: . [--] $AMZN - Inc.: . [--] $AMT - American Tower Corporation: . [--] $ADI - Analog Devices Inc.: . [--] $AON - Aon plc: . [--] $ASML - ASML Holding NV ADR: . [--] $ADSK - Autodesk Inc: . [--] $AZO - Autozone Inc: . [--] $BLCO - Bausch + Lomb Corporation: . [--] $BX - Blackstone Inc.: . [--] $BOLSAA - Bolsa Mexicana de Valores SAB de CV: . [--] $BAM - Brookfield Asset Management plc: " [X Link](https://x.com/babybluecream/status/1966342590908846503) 2025-09-12T03:26Z 19K followers, [----] engagements "2026 [--] [--]. $CRML +197% [--]. $SNDK +100% [--]. $SKYT +72% [--]. $BE +67% [--]. $RDW +65% [--]. $NTLA +63% [--]. $ASTS +56% [--]. $APLD +54% [--]. $IREN +50% [--]. $EOSE +49% [--]. $KTOS +45% [--]. $NVTS +42% [--]. $MU +40% [--]. $AEHR +39% [--]. $DPRO +38% HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $CRML +197% [--]. $SNDK +100% [--]. $SKYT +72% [--]. $BE +67% [--]. $RDW +65% [--]. $NTLA +63% [--]. $ASTS +56% [--]. $APLD +54% [--]. $IREN +50% [--]. $EOSE +49% [--]. $KTOS +45% [--]. $NVTS +42% [--]. $MU +40% [--]. $AEHR +39% [--]. $DPRO +38% https://t.co/bBlYrYtqgA HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $CRML +197% [--]. $SNDK +100% [--]. $SKYT +72% [--]. $BE +67% 5." [X Link](https://x.com/babybluecream/status/2015082285113176443) 2026-01-24T15:20Z 19K followers, [----] engagements "(AI/ ) AI . . . $FCX - $SCCO $TECK $ERO $CS / $PWR $ETN $HUBB $MYRG MYR $NVT nVent () $BHP - BHP $RIO - $GLNCY - $VALE - SA $IE $TMQ $COPX ETF THE COPPER STACK (AI / POWER CYCLE) AI runs on power. Power runs on copper. This is the metal everyone is overlooking. Pure Copper Leaders $FCX Freeport-McMoRan $SCCO Southern Copper $TECK Teck Resources $ERO Ero Copper $CS Capstone Copper Copper Grid / https://t.co/An0uBO2kqc THE COPPER STACK (AI / POWER CYCLE) AI runs on power. Power runs on copper. This is the metal everyone is overlooking. Pure Copper Leaders $FCX Freeport-McMoRan" [X Link](https://x.com/babybluecream/status/2016644975673675831) 2026-01-28T22:50Z 19K followers, [----] engagements "$SNDK $AMZN [------] [--]. 1.7% . [--]. . [--]. . [--]. AI . [--]. . [--]. AI . [--]. . [--]. AI . [--]. AI B2B . [--]. CEO AI . [--]. . [--]. AI. [--]. PPT . [--]. NDA . [--]. RX AI . [--]. CRM AI . [--]. AI . [--]. SSDAI . [--]. AI GPU . [--]. AI . [--]. $SNDK . @holzzak777 ChatGPT Claude😄 @holzzak777 ChatGPT Claude😄" [X Link](https://x.com/anyuser/status/2018870637918646769) 2026-02-04T02:14Z 19K followers, 50.8K engagements "$NVDA [------] [--] AI [--]. [----] [--] [--] 7.9% [--] . [------] [-----] 123% [--] [----] . [--]. CEO . AI [----] AI . AI . [--]. CEO OpenAI AI . AI . [--]. [----] . AWS GPU -X NVLink . [--]. AI S&P [---] 1.97% [-------] 2.9% . 2.5% [--] . [--]. [--] [--] . 25% . [--]. 0.58% [--] [------] 12.6% . [--] [--] 8% . [--]. CFO [--] [--] [--] . CPU GPU CUDA . [--]. [----] [--] [---] 65% AI . [---] CFO " " . [--]. [----] . 25% H200 [---] . $NVDA just had it's biggest one-day gain since July. Is the king ready to take back the throne https://t.co/QqBpfbA1fE" [X Link](https://x.com/babybluecream/status/2020343997668159749) 2026-02-08T03:48Z 19K followers, [----] engagements "1 NVDA Largest Historical Up Moves Nvidia - Market Chameleon [--] Nvidia Stock Was Squarely in Rally Mode on Friday. Here's Why. [--] Why Is Nvidia (NVDA) Stock Soaring Today - Yahoo Finance [--] Stock Market Today Feb. 6: Nvidia Leads Rally After AI Hardware . [--] Stock Market Today Feb. 6: Nvidia Leads Rally After AI Hardware . https://www.theglobeandmail.com/investing/markets/stocks/NVDA/pressreleases/81363/stock-market-today-feb-6-nvidia-leads-rally-after-ai-hardware-rebounds/ https://www.nasdaq.com/articles/stock-market-today-feb-6-nvidia-leads-rally-after-ai-hardware-rebounds" [X Link](https://x.com/babybluecream/status/2020344001816392163) 2026-02-08T03:48Z 19.1K followers, [---] engagements "1. [----] [--] [--] . KB [----] [--] [--] [---] [----] [--] . [----] [--] 0.27% [--] [--] . [--]. [--] . [----] [--] [--] [---] [--] [--] . [--] [--] . [--]. [--] [---] [--] . DSR() 40% 4.5% [--] . [----] DSR [--] . [--]. DSR . [--] [----] DSR 20% 40% . DSR . [--]. [----] [----] [---] . [--] . [----] [--] LTV 70% 40% . [--]. LTV 40% [--] [--] [--] . [--] [--] DSR 40% [--] . [--] . [--]. [--] [--] [---] . [----] [--] [--] . [--] DSR [--] [--------] . [--]. . [--] . [----] [--] 10% . [--]. [--] [--] . [----] [--] 5% . ( ) [--] . . [--] . . [---] " [X Link](https://x.com/babybluecream/status/2020367631740707309) 2026-02-08T05:22Z 19K followers, 22.9K engagements "$UNH [----] Peter Lynch on Picking Bottoms: If they dont scare you out they will wear you out. $UNH https://t.co/dsNOzt1jRg Peter Lynch on Picking Bottoms: If they dont scare you out they will wear you out. $UNH https://t.co/dsNOzt1jRg" [X Link](https://x.com/babybluecream/status/2020696270395093256) 2026-02-09T03:08Z 19K followers, [----] engagements "$PLTR l [------] [--]. [----] 61% [----] [----] . 137% [----] [----] . [--]. . [----] [--] [--] 55% . [--]. . (Gotham) (Foundry) (Apollo) . [--]. '--' [--] . [--] . [--]. [---] . [----] [--] 263% HSBC . [--]. CIA [---] [--] . . [--]. . . [--]. AI (AIP) AI . [----] [---] AI . [--]. [----] [--] 41% 32% . [----] GAAP . [--]. '(Ontology)' . " [X Link](https://x.com/babybluecream/status/2022234652388532600) 2026-02-13T09:01Z 19K followers, 19K engagements "1 Palantir IR - News [--] Palantir outlines 61% revenue growth target for [----] as . [--] Palantir Reports Q4 [----] U.S. Comm Revenue Growth of 137% Y/Y and Revenue Growth of 70% Y/Y; Issues FY [----] Revenue Guidance of 61% Y/Y and U.S. Comm Revenue Guidance of 115% Y/Y Crushing Consensus Expectations [--] The Business of Palantir: Revenue Streams and Growth Drivers [--] Palantir Business Model How Palantir Makes Money - [--] Korean Stock Market Cap Tops [----] Trillion Won as Samsung SK . [--] What Palantir Actually Does (2025) Gotham Foundry AIP & Apollo Explained [--] Integrated platforms: AIP Foundry and Apollo -" [X Link](https://x.com/babybluecream/status/2022234659170770983) 2026-02-13T09:01Z 19K followers, [---] engagements "$MU $SNDK $AG [------] [--]. . . [--]. [--] . . [--]. . . [--]. . . [--]. [----] 44% [--] 1500% . . [--]. . . [--]. . . [--]. HBM [--] [----] . . [--]. [----] NAND 70100% . . [--]. . . Learning experience for you. Even if you're not in $MU it's a great example of how you get rich in markets without taking a ton of risk. And it's simple. Look at the strongest themes over the last quarter by simply looking at % performance of the group. Then find the strongest Learning experience for you. Even if you're not in $MU it's a great example of how you get rich in markets without taking a ton of" [X Link](https://x.com/babybluecream/status/2022251245109702741) 2026-02-13T10:07Z 19.1K followers, [----] engagements "$SEC [------] [--]. [----] [--] . [--]. SK . [--]. " " . [--]. " " . [--]. OPI() 7% . [--]. EVA( ) BEP 50% . [--]. SK 10% . [--]. [--] SK . [--]. [--] [--] [-----] . [--]. [----] [--] [--] 80% . The king is back. https://t.co/5mPcKWR1zx The king is back. https://t.co/5mPcKWR1zx" [X Link](https://x.com/babybluecream/status/2022262465426530632) 2026-02-13T10:51Z 19K followers, [----] engagements "1 ' ' [--] " " [--] [--] 'SK ' . https://biz.newdaily.co.kr/site/data/html/2026/01/12/2026011200080.html https://v.daum.net/v/20260213175803069 https://www.yna.co.kr/view/AKR20260213149600003 https://v.daum.net/v/20260213150301255 https://biz.newdaily.co.kr/site/data/html/2026/01/12/2026011200080.html https://v.daum.net/v/20260213175803069 https://www.yna.co.kr/view/AKR20260213149600003 https://v.daum.net/v/20260213150301255" [X Link](https://x.com/babybluecream/status/2022262469574717732) 2026-02-13T10:51Z 19K followers, [----] engagements "10 [------] 🍀 📌 . 🏷 [--]. . 7080% . BBC Learning English TED CNN . [--]. . . . [--]. . . [---] [--] . [--]. . . [--]. . . . [--]. AI . GPT ELSA . . [--]. . . [--] [--] . [--]. . [--] . [--] [--] 20% . [--]. [--] . . [--]. . "3 [--] " . 🥨 📌 . [--]. . YouTube 'BBC Learning English' [--] [----] https://t.co/zL8xXQmd8w 🥨 📌 . [--]. . YouTube 'BBC Learning English' [--] [----] https://t.co/zL8xXQmd8w" [X Link](https://x.com/babybluecream/status/2022294157025513549) 2026-02-13T12:57Z 19K followers, 47.8K engagements "1 [----] [--] [--] [--] Listening (Chat GPT) - [--] - 0-space [--] [--] https://polyglotclub.com/help/language-learning-tips/listening-comprehension/translate-korean https://0-space.tistory.com/652 https://slow-motionn.tistory.com/130 https://brunch.co.kr/@coachchris/137 https://www.englishcentral.com/blog/ko/improve-listening-skills-ko/ https://polyglotclub.com/help/language-learning-tips/listening-comprehension/translate-korean https://0-space.tistory.com/652 https://slow-motionn.tistory.com/130 https://brunch.co.kr/@coachchris/137 https://www.englishcentral.com/blog/ko/improve-listening-skills-ko/" [X Link](https://x.com/babybluecream/status/2022294162503320041) 2026-02-13T12:57Z 19K followers, [----] engagements "9. . [--] . [---] [--] . BP . [--]. . AI AI [----] . [----] . 84% [--] . [----] 5075% [------] " [X Link](https://x.com/babybluecream/status/2022468101678440772) 2026-02-14T00:29Z 19K followers, [---] engagements "1 Palantir [--] Overview Ontology - Palantir [--] Understanding Palantir's Ontology: The Digital Twin of Enterprise . [--] Why Ontology Matters for Agentic AI in [----] [--] January [----] Announcements [--] Palantir Stock [----] Forecast: Is Its High Valuation . [--] Palantir's Digital Twin: Building the Operating System For . https://theaiarchitects.substack.com/p/palantirs-digital-twin-building-the https://io-fund.com/ai-stocks/palantir-stock-2026-forecast-valuation https://palantir.com/docs/foundry/announcements/2026-01/ https://kenhuangus.substack.com/p/why-ontology-matters-for-agentic" [X Link](https://x.com/babybluecream/status/2022468105075933507) 2026-02-14T00:29Z 19K followers, [---] engagements "@Hyun_The_Wise . SAP ERP PLM" [X Link](https://x.com/babybluecream/status/2022468393530794093) 2026-02-14T00:30Z 19K followers, [--] engagements ". : $SNDK $MU $WDC $STX : $TSM $SKYT : $AXTI : $TER $ACMR $AEHR $ICHR $MTSI : $VRT : $FSLY $DOCN : $POWL $FIX $VICR HPC: $APLD $WULF $NUAI : $BE $ENLT $NXT : $SOLS $CPSH $GLW : $LITE $VIAV : $CRML $USAR : $UAMY $UUUU : $RCAT : $SATL $RKLB $VSAT : $FTAI : $ERAS $PAHC There is always a bull market somewhere. Memory: $SNDK $MU $WDC $STX Foundries: $TSM $SKYT Substrates: $AXTI Chip Equipment: $TER $ACMR $AEHR $ICHR $MTSI Data Centers: $VRT Cloud: $FSLY $DOCN Electronics: $POWL $FIX $VICR HPC: $APLD $WULF $NUAI Energy: $BE $ENLT $NXT https://t.co/wnBddTMmZW There is always a bull market somewhere." [X Link](https://x.com/babybluecream/status/2022484133763780856) 2026-02-14T01:32Z 19.1K followers, [----] engagements "l FY3Q25 Review: [------] 51%" [X Link](https://x.com/babybluecream/status/2022534949170221184) 2026-02-14T04:54Z 19.1K followers, [----] engagements "@ysh1yo2848" [X Link](https://x.com/babybluecream/status/2022552844495413649) 2026-02-14T06:05Z 19.1K followers, [--] engagements "@ysh1yo2848 1" [X Link](https://x.com/babybluecream/status/2022563371787391133) 2026-02-14T06:47Z 19.1K followers, [--] engagements "X [------] 🍔 📌 [--]. X Nikita Bier [----] [--] [--] Smart Cashtags [--] X [--]. Smart Cashtags $BTC $TSLA [--]. $BTC $NVDA [--]. Nikita Bier X [----] [--] [--]. [----] [--] [--] Bier Smart Cashtags [--]. X " (everything app)" [--]. [--]. Bier [--]. X Visa [--]. X [--] X AI [----] BREAKING: X to offer Crypto and Bitcoin trading to its 1B+ users within weeks. Product lead Nikita Bier confirmed Smart Cashtags are launching within weeks letting users trade stocks and crypto directly from the timeline. Users will be able to tap a" [X Link](https://x.com/babybluecream/status/2022629738217640444) 2026-02-14T11:11Z 19.1K followers, [----] engagements "AI 5260214🍅 📍 [--]. [--] AI [----] [--] [--] [--]. [--] Claude AI Bloomberg S&P Global [--]. [--] AI [--]. [--] " " [----] [--]. [--] " " BNPL( ) [--]. AI [--]. Barclays "AI " "AI " [--]. AI AI [--]. Barclays Emmanuel Cau " " AI [--]. AI " " " " TLDR of the current market narrative: Stage [--] Everyone dumped Software. Stage [--] Info Services got nuked thanks to Claudes fancy new features. Stage [--] Collateral damage hit Insurance Brokers and Wealth Managers. Stage [--] Out of nowhere the market decided anything TLDR of the current market narrative: Stage 1" [X Link](https://x.com/babybluecream/status/2022649386250215914) 2026-02-14T12:29Z 19.1K followers, [---] engagements "@ganziboy11 @ethereum" [X Link](https://x.com/babybluecream/status/2022556628218990948) 2026-02-14T06:20Z 19.1K followers, [--] engagements "300 [------] LG 2030% [---] . [--] 25% [---] LG AI [----] 23% [---] . . [---]. 💦" [X Link](https://x.com/babybluecream/status/2022562276444901579) 2026-02-14T06:43Z 19.1K followers, [----] engagements "1 X to Launch Crypto Stock Trading From Timeline Soon https://coinfomania.com/x-to-launch-crypto-stock-trading-from-timeline-soon/ https://coinfomania.com/x-to-launch-crypto-stock-trading-from-timeline-soon/" [X Link](https://x.com/babybluecream/status/2022629742529442116) 2026-02-14T11:11Z 19.1K followers, [---] engagements "$TSLA Y FSD @YouTube . Y FSD . https://youtu.be/BtLwBrHmEIQsi=Hx3Ypph3rVtrZrqh https://youtu.be/BtLwBrHmEIQsi=Hx3Ypph3rVtrZrqh" [X Link](https://x.com/babybluecream/status/2022686903418663355) 2026-02-14T14:58Z 19.1K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@babybluecream 펭귄
펭귄 posts on X about ai, $sndk, $mu, $nvda the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-------] +63%
- [--] Month [-------] +773%
- [--] Months [-------] +788%
- [--] Year [---------] +151%
Mentions: [--] #
- [--] Week [--] +83%
- [--] Month [---] -44%
- [--] Months [---] +307%
- [--] Year [---] +15%
Followers: [------] #
- [--] Week [------] +0.13%
- [--] Month [------] +5.10%
- [--] Months [------] +200%
- [--] Year [------] +359%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #3696 technology brands 40% cryptocurrencies #4600 finance 15% automotive brands 10.71% social networks 5% currencies 5% countries 4.29% exchanges #4453 products 1.43%
Social topic influence ai #4659, $sndk #17, $mu #37, $nvda #389, $tsla #81, $amzn #170, $stx #9, $be #15, $intc #68, $googl #1344
Top accounts mentioned or mentioned by @ysh1yo2848 @songssc @9xvvr @peterjo4057701 @22 @neunghoee @latest @moltbook @openclaw @dividendtalks @holzzak777 @coachchris137 @hyunthewise @ganziboy11 @ethereum @youtube @sweetjohnlee @hyun_the_wise @thesbrguy @sofi8204
Top assets mentioned Sandisk Corporation (SNDK) Micron Technology, Inc. (MU) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Stacks (STX) Bloom Energy Corporation (BE) Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) Kratos Defense & Security Solutions, Inc. (KTOS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Palantir Technologies Inc. (PLTR) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Critical Metals Corp. Ordinary Shares (CRML) Western Digital Corp (WDC) SkyWater Technology, Inc. (SKYT) Taiwan Semiconductor (TSM) Applied Digital Corp. (APLD) Lam Research Corporation (LRCX) Seagate Technology Holdings PLC (STX) Teradyne, Inc. (TER) KLA Corp (KLAC) Karman Holdings Inc (KRMN) Marvell Technology Inc (MRVL) Microsoft Corp. (MSFT) TMC the metals company Inc. Common Stock (TMC) AST SpaceMobile, Inc. Class A Common Stock (ASTS) USA Rare Earth, Inc. Class A Common Stock (USAR) Rocket Lab USA, Inc. Common Stock (RKLB) Cameco Corporation (CCJ) Comfort Systems USA, Inc. (FIX) Vicor Corp (VICR) Freeport-McMoRan Inc (FCX) Cloudflare, Inc. (NET) Electroneum (ETN) Metadium (META) Symbotic Inc. Class A Common Stock (SYM) Centrus Energy Corp. (LEU) Energy Fuels Inc. (UUUU) Quanta Services Inc (PWR) BITMINE IMMERSION TECH (BMNR) Ethereum (ETH) Bitcoin (BTC) Strategy (MSTR) Credo Technology Group Holding Ltd (CRDO) Rambus Inc (RMBS) Robinhood Markets, Inc. (HOOD) CoreWeave, Inc (CRWV) Nextracker Inc. (NXT) Applied Materials, Inc. (AMAT) Onto Innovation Inc. (ONTO) Amkor Technology Inc (AMKR) Vertiv Holdings Co (VRT) Corning Incorporated (GLW) Lumentum Holdings Inc. Common Stock (LITE) Oklo Inc. (OKLO) Rigetti Computing, Inc. Common Stock (RGTI) Lithium Americas Corp. Common Shares (LAC) OpenServ (SERV) Quantum Computing Inc. (QUBT) Rocket Companies, Inc. (RKT) Reddit, Inc. (RDDT) Figure Technology Solutions, Inc. (FIGR) Monolithic Power Systems, Inc. (MPWR) NuCypher (NU) Amentum Holdings, Inc. (AMTM) Hut [--] Mining Corp. (HUT)
Top Social Posts
Top posts by engagements in the last [--] hours
"HBM [--]. HBM Suppliers $MU $HXSCL (SK Hynix) $SSNLF (Samsung) [--]. ASIC Designers $AVGO $MRVL Alchip GUC [--]. HBM Customers - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META The High-Bandwidth Memory (HBM) Network [--]. HBM Suppliers $MU $HXSCL (SK Hynix) $SSNLF (Samsung) [--]. ASIC Designers $AVGO $MRVL Alchip GUC [--]. HBM Customers - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META https://t.co/QrfAHU57yG The High-Bandwidth Memory (HBM) Network [--]. HBM Suppliers $MU $HXSCL (SK Hynix) $SSNLF (Samsung) [--]. ASIC Designers $AVGO $MRVL Alchip GUC [--]. HBM"
X Link 2025-01-23T17:07Z 19K followers, [----] engagements
"$UPST Upstart Holdings Inc FinancialCredit ServicesUSANASD 1/ Upstart AI B2B2C . [--] . . [----] [--] AI . Upstart . 2/ [----] [--] 2.57(YoY +102%) 2% [---] GAAP . EPS $0.36 50% . 28(+154%) [----] 23.9%. / . 3/ . AI 92% . 12.2% 19% . 4/ MOAT 10% (/ ). - / (5%) . Flywheel MOAT. 5/ [--------] . . ( 6%) . . 6/ / 8/15 $64.09. RSI [-----] . MACD . EMA1550(70.48/68.81) [----] [--] . [--] . . : AI+ . . [--] . @babybluecream UPST @babybluecream UPST"
X Link 2025-08-16T14:08Z 19K followers, [----] engagements
"1B$ $RGC Regencell Bioscience $QMMM QMMM $DGNX Diginex $TMC TMC the metals company $OKLO Oklo $TMQ Trilogy Metals $ASTS AST SpaceMobile $RGTI Rigetti Computing $QS QuantumScape $CRML Critical Metals $LAC Lithium Americas $PPTA Perpetua Resources $USAR USA Rare Earth $JOBY Joby Aviation $NNE NANO Nuclear Energy $NXE NexGen Energy $ACHR Archer Aviation $QUBT Quantum Computing $SERV Serve Robotics Billion dollar companies with no revenues. $RGC Regencell Bioscience $QMMM QMMM $DGNX Diginex $TMC TMC the metals company $OKLO Oklo $TMQ Trilogy Metals $ASTS AST SpaceMobile $RGTI Rigetti Computing"
X Link 2025-11-13T23:24Z 19K followers, [----] engagements
"2026 $SNDK Sandisk $WDC Western Digital $RKLB Rocket Lab $LRCX Lam Research $SYM Symbotic $STX Seagate $TER Teradyne $MU Micron $KLAC KLA $CCJ Cameco Corp $ASML ASML $FIX Comfort Systems $RDDT Reddit $RKT Rocket Companies $MPWR Monolithic Power $NU Nu Holdings $SKYT SkyWater $FIGR Figure $LEU Centrus Energy $VICR Vicor $AVAV AeroVironment $CAMT Camtek $INOD Innodata $FTAI FTAI Aviation $KRMN Karman $APLD Applied Digital $VSAT Viasat $KTOS Kratos $HSAI Hesai $NVMI Nova $ACMR ACM Research $OSCR Oscar Health $ZETA Zeta $CRML Critical Metals $USAR USA Rare Earth $AEVA Aeva $RCAT Red Cat $UAMY"
X Link 2026-01-08T21:13Z 19K followers, [----] engagements
"$CRML Critical Metals $TMC The Metals Company $USAR USA Rare Earth $SKYT SkyWater Technology $KTOS Kratos $KRMN Karman $AMTM Amentum AI $GOOGL Google $NUAI New Era $NBIS Nebius $IREN IREN $HUT Hut [--] $TMQ Trilogy Metals $UUUU Energy Fuels $UAMY United States Antimony $BE Bloom Energy $GEV GE Vernova $PWR Quanta Services $TSM TSMC $INTC Intel $NVDA NVIDIA $AMD AMD $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $RDW Redwire $ONDS Ondas $UMAC Unusual Machines $RCAT Red Cat $LEU Centrus Energy $CCJ Cameco"
X Link 2026-01-22T22:59Z 19K followers, 39.9K engagements
"$KGC Deep Dive [------] 🍕 📍 kinross gold corporation . 🍕 [--]. [----] [---] [--] . [--]. [--] [--] . [---] . [--]. [----] [--] eps [----] [----] [----] . [--]. [--] [----] [-----] eps [----] . [--]. [--] aisc [----] [----] . [--]. [----] [--] [--] [-----] [---] [--] [-----] [--] . [--]. per [-----] . [--]. [----] [----] [----] [--] [--] . [--]. [--] [--] . [--]. [--] [---] [----] [----] . [--]. aisc [----] [--] . [--]. kinross [---] newmont [--] barrick gold [--] agncio eagle [--] polyus [--] . [--]. kinross [--] . [--]. kinross . ebitda [----] [--] roe [----] [--] . [--]. [---] [---] [--]. [--]. [----] [--] vanguard group [---] [--] blackrock [---] [----] vaneck gold"
X Link 2026-01-27T15:29Z 19K followers, [----] engagements
"$TLSA : "2030 AI " l [------] 📍 [----] CEO AI . [--]. (SpaceX Tesla xAI ) ' '. SpaceX Tesla . [--]. . Starlink [----] . . [--]. ' ' . . SpaceX . [--]. Tesla ' (sustainable abundance)' . AI . [--]. AI . '' AI AI( ) . [--]. ' [--] '. . [--]. . ' (narrow growth)' ' ' . [--]. [--] [--] . [--] ( ) . [--]. . " " . [--]. . AI . [--]. . [--] ' ' . . [--]. . '(stalifying)' AI . [--]. AI . Nvidia AI 34% ' ' ( ). [--]. . 1500GW 1000GW( 250GW ) 100GW AI . [--]. . 99.8% "
X Link 2026-01-28T14:13Z 19K followers, [----] engagements
"THE FULL METALS STACK ( ) (Critical material shortages AI ) (Copper) $FCX $RIO $SCCO (Aluminum) $AA $CENX $RIO / (Iron Ore / Steel) $VALE $BHP $CLF (Nickel) $VALE $TMC $HPQFF (Lithium) $ALB $SQM $LAC / (Graphite / Anode) $SYAAF $NMG $WWR / (Rare Earths / Magnets) $MP $LYSCF $NOPMF (Uranium) $CCJ $UUUU $DNN (Gallium) $RIO $AA $AREC (Manganese) $ELMTF $EMUSF $MNXXF (Silicon Metal) $GSM $RIO $FQVLF (Antimony) $UAMY $PPTA $AREC / / (Niobium / Scandium / Titanium) $NB $IPX $RIO (Gold) $NEM $GOLD $AEM $GLD (Silver) $PAAS $AG $SIL $SLV critical metals [--------] USGS Critical Minerals"
X Link 2026-01-30T01:41Z 19K followers, [----] engagements
"$SNDK "Sandisk Kioxia [--] [----] ." NAND . [--] . $SNDK: "Sandisk will pay Kioxia USD [-----] billion for manufacturing services and continued availability of supply". Kioxia and SanDisk together operate one of the worlds largest NAND flash manufacturing sites. Sandisk's earnings looks like a blowout but many second order https://t.co/aX5FjQOQls $SNDK: "Sandisk will pay Kioxia USD [-----] billion for manufacturing services and continued availability of supply". Kioxia and SanDisk together operate one of the worlds largest NAND flash manufacturing sites. Sandisk's earnings looks like a"
X Link 2026-01-30T03:07Z 19K followers, [----] engagements
"$SNDK $SEC $SKH [------] 🍎 🕹 (1-6) [--]. [--] . [--]. (PER=) [--] . [--]. 50% . [--]. . [--]. . [--]. AI . (7-13) [--]. TV . [--]. . [--]. . [--]. . [--]. PER [--] . [--]. . [--]. [--] . (14-20) [--]. SK . [--]. HBM( ) . [--]. . [--]. PER [--] . [--]. . [--]. HBM . [--]. . https://twitter.com/i/web/status/2018082770090909872 https://twitter.com/i/web/status/2018082770090909872"
X Link 2026-02-01T22:03Z 19K followers, 12.6K engagements
"$ORCL [------] AI"
X Link 2026-02-02T13:36Z 19K followers, [----] engagements
"$SEC $SKH $SNDK $SEC $SKH [------] 📍 40% $SEC $SKH [--] (4 ) 🔖 [--]. [--] [----] [--] https://t.co/iUOF1VdJGt $SEC $SKH [------] 📍 40% $SEC $SKH [--] (4 ) 🔖 [--]. [--] [----] [--] https://t.co/iUOF1VdJGt"
X Link 2026-02-03T00:05Z 19K followers, [----] engagements
"$SNDK Time [---] [------] 10.54% $CIEN $SNDK $SEC $SKH [------] 🍎 🕹 (1-6) [--]. [--] . [--]. (PER=) [--] https://t.co/v5ZqpJv6GW $SNDK $SEC $SKH [------] 🍎 🕹 (1-6) [--]. [--] . [--]. (PER=) [--] https://t.co/v5ZqpJv6GW"
X Link 2026-02-04T04:59Z 19K followers, [----] engagements
"https://n.news.naver.com/mnews/article/014/0005474272 https://n.news.naver.com/mnews/article/014/0005474272"
X Link 2026-02-05T11:03Z 19K followers, [---] engagements
"(Notable Drawdowns) $BMNR Bitmine -88.77% $MSTR Strategy -79.79% $ETH Ethereum -60.27% $ORCL Oracle -60.06% $BTC Bitcoin -48.09% $NFLX Netflix -39.77% $SLV Silver -37.41% $PLTR Palantir -37.37% $MSFT Microsoft -28.45% $ARKK ARK Invest -25.37% $TSLA Tesla -20.46% $NVDA Nvidia -18.45% $META Meta -15.19% $AMZN Amazon -14.05% $GOLD Gold -12.81% $GOOGL Google -5.53% $QQQ Nasdaq [---] -5.95% $IWM Russell [----] -5.14% $AAPL Apple -4.13% $SPY S&P [---] -2.65% Notable Drawdowns: $BMNR Bitmine -88.77% $MSTR Strategy -79.79% $ETH Ethereum -60.27% $ORCL Oracle -60.06% $BTC Bitcoin -48.09% $NFLX Netflix"
X Link 2026-02-06T00:55Z 19K followers, [----] engagements
"https://www.tradingview.com/screener/xftfJP4t/symbol=AMEX%3AURA https://www.tradingview.com/screener/xftfJP4t/symbol=AMEX%3AURA"
X Link 2026-02-06T15:34Z 19K followers, [---] engagements
"1 NVIDIA to Use SK Hynix and Samsung HBM4 for "Vera . [--] NVIDIA to Use SK Hynix and Samsung HBM4 for "Vera . [--] Nvidia unpacks Vera Rubin rack system at CES [--] South Korea's HBM4 Moment: How Samsung and SK Hynix . [--] Nvidia refutes reports of HBM4 mass production delay . https://www.tomshardware.com/tech-industry/hbm4-mass-production-delayed-as-nvidia-pushes-memory-specs-higher https://introl.com/blog/south-korea-hbm4-stargate-memory-supercycle-2026 https://www.theregister.com/2026/01/05/ces_rubin_nvidia/"
X Link 2026-02-07T09:05Z 19K followers, [---] engagements
"1 MSTR Stock Jumps 20% as TD Cowen Sets $440 Price Target for . [--] 'No Reasonable Scenario' Forces Strategy To Sell Bitcoin As $440 . https://finviz.com/news/303084/no-reasonable-scenario-forces-strategy-to-sell-bitcoin-as-440-target-stands-td-cowen https://coingape.com/news/stocks/mstr-stock-jumps-as-td-cowen-sets-440-price-target-for-michael-saylors-strategy/ https://finviz.com/news/303084/no-reasonable-scenario-forces-strategy-to-sell-bitcoin-as-440-target-stands-td-cowen https://coingape.com/news/stocks/mstr-stock-jumps-as-td-cowen-sets-440-price-target-for-michael-saylors-strategy/"
X Link 2026-02-07T15:14Z 19K followers, [---] engagements
"1 Japan US narrow first $550 bln investment picks . - Reuters [--] Japan US eye synthetic diamond production under $550 . - Reuters [--] SoftBank to invest up to $400m developing "one of Japans largest data centers" [--] Japan's $550 billion US investment to have no FX impact top trade negotiator says [--] Fact Sheet: President Donald J. Trump Secures Unprecedented U.S. . [--] The $550 Billion US-Japan Strategic Industrial Fund - Hudson Institute https://www.hudson.org/global-economy/550-billion-us-japan-strategic-industrial-fund-recommendations-private-sector-william-chou"
X Link 2026-02-08T02:19Z 19K followers, [---] engagements
"1 Silicon Photonics Supply Chain Opportunities and Challenges for . [--] Silicon Photonics Market Size to Hit USD [-----] Billion by [----] [--] Silicon Photonics Market - Global Forecast 2026-2032 [--] OFC50: TSMC's Vision for Silicon Photonics - semivision [--] News Silicon Photonics in the Spotlight: TSMC Lifts the Curtain on COUPE at SEMICON Taiwan https://www.trendforce.com/news/2025/09/09/news-silicon-photonics-in-the-spotlight-tsmc-lifts-the-curtain-on-coupe-at-semicon-taiwan/ https://tspasemiconductor.substack.com/p/ofc50-tsmcs-vision-for-silicon-photonics"
X Link 2026-02-08T04:56Z 19K followers, [--] engagements
"$MSTR theme . . DCA . $MARA [--] . $BMNR . . $CRCL . . DAT . DAT . . DAT . DAT"
X Link 2026-02-08T10:28Z 19K followers, [----] engagements
"$FIG $FIG IPO 270% 270% 1() 5.63% [------] . [--] [--] https://t.co/O2Kr3bDryG $FIG IPO 270% 270% 1() 5.63% [------] . [--] [--] https://t.co/O2Kr3bDryG"
X Link 2026-02-08T11:47Z 19K followers, [----] engagements
"$PYPL [------] 📌 [----] [--] 19% . 🏷 [--]. [----] . 8% . . [--]. CEO [--] . HP [--] [--] CEO AI . [--]. [--] . [--] [--] [--] [----] [----] . . [--]. 6% . 20% . [--]. . [----] [----] . [--]. . BNPL . [--]. . . [--]. . [----] . [--]. [----] 81% . [---] [--] . [--]. . CEO . More money more problems. $PYPL https://t.co/cDf4aleAay More money more problems. $PYPL https://t.co/cDf4aleAay"
X Link 2026-02-08T11:53Z 19K followers, [----] engagements
"AI [------] [--]. AI 90% [----] [---] AI . AI [--]. TSMC CoWoS(Chip-on-Wafer-on-Substrate) [----] 7580K wpm( ) [----] 120130K wpm . TSMC [----] [----] Amkor SPIL OSAT . [--]. AI Quanta Computer [--] 17% [--] AI . [--]. (Hon Hai) NVL [--] Quanta NVL [--] Wistron Inventec GIGABYTE ASUS AI . [--]. ASIC Wiwynn Quanta . [----] [---] AI [--] [----] . [--]. AI 20kW 120kW GPU . [--]. Delta Electronics 'Grid to Chip' . [--]. GB200 GB300 Rubin . [--]. [----] AI AI [--] [--] . [--]. GMI Cloud [----] [--] [--] AI Blackwell GB300 [--] [----] GPU [---] [--] . [--]. CES [----] 57"
X Link 2026-02-09T03:05Z 19K followers, [---] engagements
"1 Taiwan's AI Supply Chain Dominance: Beyond Silicon [--] TSMC's CoWoS Capacity: Scaling Up Outsourcing and Shifting to .globalsemiresearch.substack.com tsmcs-cowos-capacity-scaling-up-outso. [--] TSMC's CoWoS capacity - by Moore Morris - Nomad Semi [--] Taiwan's Big Manufacturers Jump into AI Servers - Visive [--] How AI servers are transforming Taiwan's electronics manufacturing . https://www.artificialintelligence-news.com/news/ai-servers-transform-taiwan-manufacturing-giants/ https://www.visive.ai/news/taiwans-big-manufacturers-jump-into-ai-servers https://www.nomadsemi.com/p/tsmcs-cowos-capacity"
X Link 2026-02-09T03:05Z 19K followers, [---] engagements
"$AAPL [--] Hardshell . 📱 iPhone [--] Pro and Pro Max may break when removing the case Users on social media report cracks in the body: the plastic antenna spacers are breaking. Judging by the comments these are not isolated cases the issue appears to be widespread. So much for a $1000+ device https://t.co/tCU3hysN5c 📱 iPhone [--] Pro and Pro Max may break when removing the case Users on social media report cracks in the body: the plastic antenna spacers are breaking. Judging by the comments these are not isolated cases the issue appears to be widespread. So much for a $1000+"
X Link 2026-02-10T03:12Z 19K followers, [----] engagements
"260210 [--]. 5070% . [--] [--] 900( [--] [--] ) . [--]. . [--] . [--]. . . [--]. . [----] 5% [--] 20% . [--]. [----] [--] [--] . 300(1 [--] ) [--] . [--]. Shopee Lazada [----] 15% . . [--]. . [--]. (VAT Refund) . [----] . [--]. 75A 85D . . [--]. 1/3 . VAT "
X Link 2026-02-10T12:09Z 19K followers, [----] engagements
"1 Wacoal [--] [--] / [--] - [--] 100% [--] Wacoal [--] . https://www.instagram.com/p/DNzA7Za5gwz/ https://blog.naver.com/joyfulgolflife/223453936845 https://blog.naver.com/thaidirectbuy/222512068310 https://stmilk.tistory.com/94 https://gyehyun.tistory.com/36 https://blog.naver.com/saddmi89/223166028458 https://blog.naver.com/mengmengda-/223040248253 https://www.instagram.com/p/DNzA7Za5gwz/ https://blog.naver.com/joyfulgolflife/223453936845 https://blog.naver.com/thaidirectbuy/222512068310 https://stmilk.tistory.com/94 https://gyehyun.tistory.com/36"
X Link 2026-02-10T12:09Z 19K followers, [---] engagements
"$SMIC 10-Q 3"
X Link 2024-11-14T13:42Z 19K followers, [---] engagements
"2025 [--] Rule of 40% [--] - - Rule of [--] (EBITDA margin ) 40% - SaaS() $ABST: $ACIW: $ADBE: $ADEA: $ANSS: $APP: $ARCE: $ATVI: $AZPN: $BRQS: IoT AI $CCSI: $CDNS: $CHKP: $CLMB: IT $CTEV: $DGHI: $DOCN: $DOCS: $DSGX: $DUOL: $ELWS: $ESMT: CRM $FI: $FICO: $FIS: $FISV: $GCT: $GMGI: $GNUS: https://twitter.com/i/web/status/1954206421438042291 https://twitter.com/i/web/status/1954206421438042291"
X Link 2025-08-09T15:41Z 19K followers, [---] engagements
": $NVDA $TSM $AVGO $AMD $STX $PSTG : $CRDO $ALAB $RMBS $ANET $CLS : $IREN $NBIS $APLD : $HOOD $AFRM $SOFI $PGY $NU : $OPEN $RKT $Z $MHO $TOL $DHI : $SE $HOP : $GE $KRMN : $BE $TLN $RYCEF : $AMZN $GOOGL : $UAMY $MP $IDR : $YOU $NET : $TEM $ALNY : $RDDT : $APP The leading sectors right now: Semis: $NVDA $TSM $AVGO $AMD $STX $PSTG Networking: $CRDO $ALAB $RMBS $ANET $CLS Data Centers: $IREN $NBIS $APLD FinTech: $HOOD $AFRM $SOFI $PGY $NU Real Estate: $OPEN $RKT $Z $MHO $TOL $DHI E-Commerce: $SE $HOP Aerospace: $GE $KRMN Energy: $BE The leading sectors right now: Semis: $NVDA $TSM $AVGO $AMD $STX"
X Link 2025-09-04T22:31Z 19K followers, [----] engagements
"$AMLX [--]. Amylyx Pharmaceuticals(AMLX) . AMX0035( Relyvrio) [----] FDA (ALS) . Wolfram . [--]. [--]. [--] - AMX0035 . [----] [----] 77% [----] ( ). - [----] [--] [---] [--] [----] . - [----] [--] [----] [----] [----] . - [----] [--] [----] [----] [----]. [--]. - ALS Biogen Roche Novartis . - Krystal Biotech Arcellx Arrowhead Pharmaceuticals ACADIA Pharmaceuticals . - [--]. [--]. Moat() - AMX0035 FDA . - . - [---]. Amylyx [--] . moat . [--] Amylyx: Home [--] Amylyx Pharmaceuticals (AMLX) Stock Price News & . [--] Amylyx Pharmaceuticals Reports Fourth Quarter and Full"
X Link 2025-10-02T03:22Z 19K followers, [----] engagements
"$BE Bloom Energy $NBIS Nebius $HOOD Robinhood $CLS Celestica $CRWV CoreWeave $SYM Symbotic $STX Seagate $CRDO Credo Technology $INSM Insmed $MU Micron $PLTR Palantir $UI Ubiquiti $FIX Comfort Systems $NET Cloudflare $AMD AMD $CCJ Cameco $IREN IREN $SNDK SanDisk $LEU Centrus Energy $VSAT Viasat $APLD Applied Digital $KTOS Kratos $PL Planet Labs $PGY Pagaya $KRMN Karman $NXT Nextracker $TEM Tempus Al $FUTU Futu $MVST Microvast $AMSC American Superconductor $AVAV AeroVironment $BETR Better Home $BMNR Bitmine Immersion $OKLO Oklo $TMC TMC the Metals Company $LTBR Lightbridge $GRAL Grail $OPEN"
X Link 2025-10-31T23:21Z 19K followers, 114.1K engagements
"HBM [--]. HBM $MU Micron $HXSCL SK Hynix $SSNLF Samsung [--]. ASIC $AVGO Broadcom $MRVL Marvell Alchip GUC [--]. HBM - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META HBM Suppliers & Customers [--]. HBM Suppliers $MU Micron $HXSCL SK Hynix $SSNLF Samsung [--]. ASIC Designers $AVGO Broadcom $MRVL Marvell Alchip GUC [--]. HBM Customers - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META https://t.co/LwTuDYa1Er HBM Suppliers & Customers [--]. HBM Suppliers $MU Micron $HXSCL SK Hynix $SSNLF Samsung [--]. ASIC Designers $AVGO Broadcom $MRVL Marvell Alchip GUC [--]. HBM"
X Link 2026-01-07T10:24Z 19K followers, [----] engagements
"AI & (DRAM & NAND): $MU Micron $SNDK SanDisk $STX Seagate $WDC Western Digital HPSS ( ): $PSTG Pure Storage $DELL Dell Technologies $NTAP NetApp & : $MRVL Marvell $RMBS Rambus $ALAB Astera Labs $SIMO Silicon Motion ( & ): $AMAT Applied Materials $LRCX Lam Research $CAMT Camtek $ONTO Onto Innovation [----] AI ( Storage Supercycle) Micron($MU) HBM SanDisk($SNDK) NAND/SSD Seagate($STX) Western Digital($WDC) HDD Astera Labs($ALAB) Marvell($MRVL) PCIe 6/CXL AI Pure Storage($PSTG) AI . AI Memory & Storage Companies. 👇 Memory (DRAM & NAND): $MU Micron $SNDK SanDisk $STX Seagate $WDC Western"
X Link 2026-01-14T21:00Z 19K followers, [----] engagements
"$ASTS AST SpaceMobile VS Space X 📍 ASTS km ( ) D2C(Direct-to-Cell) . . [----] [---] ( [--] ) AT&TVerizonVodafone [--] [--] [--] . Starlink( ) ' ' . 🍔 [--]. [----] [--] [--] 3(Q3) ( ) ( ) . 1(Q1) [--] ' ' . [--] + [----] [--] . [--] . [--]. (NATO [----] ) 50%+ 30% MNO() 20%. MNO ASTS ' ' 50:50 . : AT&T ASTS 5G . B2B [----] Q [--] . [--]. AT&T( [--] [--] ) Verizon( 2) Vodafone( 6) Rakuten() Google( ) 50+ MNO 30+ . () ASTS . ( ). ASTS [--]. [--]. [--] () . : [---] . [----] D2C [--] [----] [--] BlueBird( SpaceX Falcon9 ) AT&TVerizon . ( ) . [--]. GEO/MEO ( 35km) 700( ) 120Mbps . LEO( ) [--] 90"
X Link 2026-01-18T14:32Z 19K followers, [----] engagements
"$MU SK/ HBM4/ $VECO ($2B) - $PLAB (21 ) - $ADEA (21 [--] ) - $ACLS ($29) - $FORM (64 [--] ) - HBM $ONTO (106 ) - $AMKR (131 ) - $RMBS (135 [--] ) - IP $MKSI (149 ) - $TER $KLAC . $SMTC $MTSI . . . . Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $ADEA ($2.18B) - Hybrid bonding $ACLS ($2.9B) - Ion implantation $FORM ($6.43B) - HBM wafer testing https://t.co/dYDJ5scXEM Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit"
X Link 2026-01-22T22:37Z 19K followers, [----] engagements
"2026 [--] 🏓 [--]. + $CEG $CCJ $VST $BWXT $FLNC $OKLO $SMR $UEC $LEU $EOSE [--]. AI $NVDA $AMD $MU $AVGO ( $ASML $TSM $VRT $NBIS $CIFR $IREN [--]. / $LMT $RTX $NOC $GD $LHX $ONDS $KTOS $BA $HWM ) $RCAT $RKLB [--] Big Themes that will CRUSH [----] all Year: [--]. Nuclear + Power $CEG $CCJ $VST $BWXT $FLNC $OKLO $SMR $UEC $LEU $EOSE [--]. AI Compute & Infrastructure $NVDA $AMD $MU $AVGO $ASML $TSM $VRT $NBIS $CIFR $IREN [--]. Defense / Aerospace https://t.co/RZmPgMvgiw [--] Big Themes that will CRUSH [----] all Year: [--]. Nuclear + Power $CEG $CCJ $VST $BWXT $FLNC $OKLO $SMR $UEC $LEU $EOSE [--]. AI Compute & Infrastructure"
X Link 2026-01-25T12:44Z 19K followers, [----] engagements
"$SNDK Sandisk $BE Bloom Energy $CRWV CoreWeave $WDC Western Digital $MU Micron $CCJ Cameco Corp $LRCX Lam Research $STX Seagate $ASML ASML $KLAC KLA $ESLT Elbit Systems $FIX Comfort Systems $GLW Corning $RKLB Rocket Lab $TER Teradyne $APH Amphenol $MPWR Monolithic Power $SKYT SkyWater $APLD Applied Digital $FIGR Figure $IREN IREN $KTOS Kratos $KRMN Karman $VICR Vicor $FTAI FTAI Aviation $NVMI Nova $PL Planet Labs $CAMT Camtek $ACMR ACM Research $TE T1 Energy $VSAT Viasat $SOLS Solstice $LEU Centrus Energy $SATL Satellogic $ERAS Erasca $CRML Critical Metals $NUAI New Era Energy $HYMC Hycroft"
X Link 2026-01-27T22:57Z 19K followers, [----] engagements
"& (Automation & Vision) $ROK $ZBRA $CGNX $FANUY (Surgical Robotics) $ISRG $SYK $MDT $PRCT / (Defense Autonomy / Drones) $AVAV $KTOS $LMT $NOC $BAH AI (Compute + Autonomy) $NVDA $AMD $QCOM $PLTR (Autonomous Logistics) $SYM $SERV $AMZN $KION / (Industrial / Human-Like Robotics) $TSLA $TER $ABB / / Picks-and-Shovels $TDY $AME (Software machines scale) / AI [--------] . $RR (Richtech Robotics) // [----] AI (NVDA ) (ISRG) (ROK ABB FANUY) /(AVAV ) (SYM SERV) ROBOTICS ECONOMY: CHEAT SHEET If today you missed $RR Do not miss the rest of the robotics run: Automation & Vision $ROK"
X Link 2026-01-28T03:22Z 19K followers, [----] engagements
"2026 S&P [---] [--] [--]. Sandisk Corporation: $SNDK [--]. Western Digital $WDC [--]. Seagate Technology $STX [--]. Micron Technology $MU [--]. Moderna $MRNA [--]. Lam Research $LRCX [--]. KLA Corporation $KLAC [--]. Bunge Global $BG [--]. Intel $INTC [--]. Applied Materials $AMAT S&P 500s top [--] best-performing stocks so far in 2026: [--]. Sandisk Corporation: (SNDK) [--]. Western Digital (WDC) [--]. Seagate Technology (STX) [--]. Micron Technology (MU) [--]. Moderna (MRNA) [--]. Lam Research (LRCX) [--]. KLA Corporation (KLAC) [--]. Bunge Global (BG) [--]. Intel (INTC) [--]. S&P 500s top [--] best-performing stocks so far in 2026: [--]. Sandisk"
X Link 2026-01-29T04:18Z 19K followers, [----] engagements
"1 Can AI Data Center Expansion Drive Sandisk's SSD . [--] Sandisk surges after Q2 results top estimates due to data . [--] SanDisk [----] Q2 Earnings Preview: Explosive Demand for . [--] SNDK Stock: How Sandisk Became One of Wall Street's . https://www.cmcmarkets.com/en/optox/sndk-stock-how-sandisk-became-one-of-wall-streets-most-dynamic-plays https://www.tradingkey.com/analysis/stocks/us-stocks/261514832-sndk-sandisk-financial-report-q4-ai-storage-stock-tradingkey https://seekingalpha.com/news/4544435-sandisk-surges-after-q2-results-top-estimates-due-to-data-center-demand"
X Link 2026-01-30T04:28Z 19K followers, [---] engagements
"260131 🦞 📌 AI . . OpenClaw(Moltbot) AI . . HomebrewNode.js . 🕹 [--]. AI . [--] AI . AI . [--]. (Moltbot) . (molt) AI . Clawdbot OpenClaw . AI . [--]. 1: Homebrew . /bin/bash -c "$(curl -fsSL . M1/M2/M3 Apple Silicon . [--]. 2: Node.js . brew install node@22 npm install -g MoltBot@latest . MoltBot --version. [--]. 3: . MoltBot onboard API (Claude GPT ) . Full Disk Access . [--]. . AI . . [--]. . Markdown zip . . . [--]. . AI . . MOLT [----] . [--]. . configure. AI . tmux . [--]. AI . . . . https://moltbook.com/skill.md http://openclaw.ai"
X Link 2026-01-31T13:45Z 19K followers, 25.9K engagements
"$SNDK $NVDA AI Agent PC AI Nand $SNDK 🔨 $SNDK $SNDK $AMZN [------] [--]. 1.7% . [--]. . [--]. . [--]. https://t.co/hHHkpMILcc $SNDK $AMZN [------] [--]. 1.7% . [--]. . [--]. . [--]. https://t.co/hHHkpMILcc"
X Link 2026-02-04T08:17Z 19K followers, 29.9K engagements
"$SNDK $SEC $SKH Nand DRAM HBM Nand $SNDK $NVDA AI Agent PC AI $SNDK $NVDA AI Agent PC AI"
X Link 2026-02-04T08:28Z 19K followers, [----] engagements
"2026 [--] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32% HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55% [--]. $TWST +55% [--]. $APLD +43% [--]. $ASTS +40% [--]. $NXT +39% [--]. $MU +38% [--]. $INTC +37% [--]. $NTLA +37% [--]. $LRCX +35% [--]. $RDW +32% [--]. $ASML +32% https://t.co/ihWkPOR06C HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $SNDK +152% [--]. $BE +65% [--]. $WDC +64% [--]. $CRML +59% [--]. $ENPH +55%"
X Link 2026-02-08T03:18Z 19K followers, [----] engagements
"$PLTR I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T03:08Z 19K followers, [----] engagements
"$MCD [------] 🍔 📍 . [--]. . [----] [--] [------] [---] [---] [--] [---] [--] . . [--]. [---] [---] . [----] [--] [---] [---] [------] [----------] . [----] [--] [-----] . [--]. . [----] [----] [----] [----] [----] [------] . ( ) [-----] [--] . [--]. . . . [--]. . . [--] [--] . [--]. . [--] [--] . [--] . [--]. . . [------] . [--]. KFC . KFC [------] . . [--]. . . . [--]. [--] . [----] [--] [--] ( ) [--] . https://twitter.com/i/web/status/2021178692031119561"
X Link 2026-02-10T11:05Z 19K followers, [----] engagements
"$TSLA . Time to address the elephant in the room. $TSLA https://t.co/i5ZI5tslel Time to address the elephant in the room. $TSLA https://t.co/i5ZI5tslel"
X Link 2026-02-11T14:26Z 19K followers, 16.6K engagements
"$TSLA [------] [--] [--]. () P/E [----] . P/E . AI [----] [----] . [--]. P/E [----] . ( ) AI [----] . [--]. P/E [----] . [--] 3.9% . [--]. P/E [----] AI [--] [--] . P/E [----] . [--]. P/E [-----] . [----] [--] . [--]. [--] P/E [--] . P/E [--] . [--]. () P/E [--] . [--]. P/E [-----] Azure AI . [--]. P/E [----] AWS . [--]. 39% . [--]. $TSLA . https://t.co/AO0mqI8tFK $TSLA . https://t.co/AO0mqI8tFK"
X Link 2026-02-11T14:39Z 19K followers, 11K engagements
"260211 [--]. [----] 80% . [----] [--] [--] [--] [--] [-----] [----] [--] [--] [----] [--] [--] [----] (575 ) [---] . [--]. . ( ) [----] [--] . [--]. [----] [--] [--] [---] ( [--] ) [-----] [----] . [---] [---] . [--]. . 50% [----] [--] 12% . [--]. . . [----] [--] 25% . [--]. [----] [--] [--] [--] . [----] AI . [--]. . . [--]. . ( ) KYC/AML(/) [----] [--] . [--]. . [----] [---] [--] [--] [----] [--] [----] . [--]. . [--------] FOMO( ) . Koreans have long stood out even among crypto traders for their high tolerance for the riskiest kinds of digital assets. Now they're bailing"
X Link 2026-02-11T15:01Z 19K followers, [----] engagements
"1 South Korean Crypto Trading Volume Plummets 80% [--] South Korean Crypto Trading Volume Plummets 80%: A Stunning . [--] South Korean Crypto Trading Volume Plummets 80% [--] Traders Fear as South Korean Crypto Exchanges Set to Delist Meme Coins Kimchi Coins Altcoin south korea [--] South Koreans Bail on Crypto as Retail Traders Bemoan . https://www.bloomberg.com/news/articles/2026-02-11/south-koreans-bail-on-crypto-as-retail-traders-bemoan-losses https://cryptorank.io/news/feed/8895e-traders-fear-as-south-korean-crypto-exchanges-set-to-delist-meme-coins-kimchi-coins http://CryptoRank.io"
X Link 2026-02-11T15:01Z 19K followers, [---] engagements
"$SKH $SEC [------] SK vs [--]. SK 16(Gb) LPDDR6 14.4Gbps 12.8Gbps . [--]. LPDDR6 LPDDR5 . [--]. SK [----] [--] (ISSCC 2026) 14.4Gbps LPDDR6 . [--]. Gbps [--] 14.4Gbps 1.8GB AI . [--]. [----] [--] [--] LPDDR6 10.7Gbps 14Gbps . [--]. SK 14.4Gbps 12.8Gbps 12.5% . [--]. LPDDR6 [----] [--] JEDEC LPDDR5X [--] 25% . [--]. AI . [--]. [--] LPDDR6 SK . [--]. LPDDR6 [----] "
X Link 2026-02-11T15:56Z 19K followers, [----] engagements
"1 SK hynix to tease 48Gbps/24Gb GDDR7 14.4Gbps . https://www.tweaktown.com/news/109057/sk-hynix-to-tease-48gbps-24gb-gddr7-14-4gbps-lpddr6-and-samsung-36gb-hbm4-at-isscc-2026/index.html https://www.tweaktown.com/news/109057/sk-hynix-to-tease-48gbps-24gb-gddr7-14-4gbps-lpddr6-and-samsung-36gb-hbm4-at-isscc-2026/index.html"
X Link 2026-02-11T15:56Z 19K followers, [---] engagements
"$SKH $SEC $AAPL [------] [--]. SK 14.4Gbps 12.8Gbps LPDDR6 [----] LPDDR6 [----] [--] . [--]. AI 8GB RAM AI 0.71.5GB RAM 7GB . [--]. [--] LPDDR5X 6070% SK [--] . [--]. SK AI (HBM) LPDDR HBM LPDDR . [--]. HBM LPDDR5X [--] 1b . [--]. [----] [--] SK 80% SK 100% . [--]. 12GB LPDDR5X [----] 230% [--] [--] . [--]. [--] [----] [----] 12GB RAM [--] LPDDR5X . [--]. [--] LPDDR6 LPDDR6 [----] [----] [--] LPDDR5X AI . [--]. SK 14.4Gbps LPDDR6 [----] [--] AI . $SKH $SEC [------] SK vs [--]. SK 16(Gb) LPDDR6 14.4Gbps 12.8Gbps . [--]. LPDDR6 https://t.co/i4iE0iW3pk $SKH $SEC"
X Link 2026-02-11T16:00Z 19K followers, [----] engagements
"1 Apple prepares early for iPhone [--] launch - [--] million LPDDR5X . https://www.igorslab.de/en/apple-prepares-early-for-iphone-18-launch-13-million-lpddr5x-dram-chips-ordered-from-samsung/ https://www.igorslab.de/en/apple-prepares-early-for-iphone-18-launch-13-million-lpddr5x-dram-chips-ordered-from-samsung/"
X Link 2026-02-11T16:01Z 19K followers, [---] engagements
"@songssc AWS"
X Link 2026-02-11T23:57Z 19K followers, [---] engagements
"2025 . 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ A moment of silence for all the quantum bulls of [----]. 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f A moment of silence for all the quantum bulls of [----]. 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f"
X Link 2026-02-12T06:53Z 19K followers, [----] engagements
"1 Dividend Talks on YouTube (@DividendTalks) / Posts / X [--] Stocks at 52-Week Low Lowest Performing Stocks - [--] [--] Week Low Stocks - https://www.investing.com/equities/52-week-low http://Investing.com https://public.com/markets/52-week-low http://Public.com https://x.com/DividendTalks https://www.investing.com/equities/52-week-low http://Investing.com https://public.com/markets/52-week-low http://Public.com https://x.com/DividendTalks"
X Link 2026-01-18T00:40Z 19.1K followers, [---] engagements
"Claude Cowork [------] 🥪 📍 [--]. Claude Cowork AI [---] [--]. Cowork [--]. X " X [--] " YouTube LinkedIn X [--]. LinkedIn LinkedIn X [--] [--]. "" AI [--]. Cowork [--]. AI [--]. YouTube [--] Instagram Reels TikTok [--]. Cowork [--]. AI Claude Cowork [------] 🍕 📍 [--]. Claude Desktop 'Cowork' [--]. [--]. Claude Opus Sonnet [--]. 'Let's Go' [--]. https://t.co/6PECseXxzP Claude Cowork [------] 🍕 📍 [--]. Claude Desktop 'Cowork' [--]. [--]. Claude Opus Sonnet [--]. 'Let's Go' [--]. https://t.co/6PECseXxzP"
X Link 2026-02-14T10:53Z 19.1K followers, [----] engagements
"AI [------] 🧃 🔖 [--]. Paul Graham AI " " [--]. [----] "AI " " " [--]. AI AI [--]. AI [--]. Sublime " AI " AI [--]. AI [--]. AI AI [--]. Paul Graham AI " " " " [--]. AI AI [--]. AI Prediction: In the AI age taste will become even more important. When anyone can make anything the big differentiator is what you choose to make. https://t.co/3GQUlfH58t Prediction: In the AI age taste will become even more important. When anyone can make anything the big differentiator is what you choose to make. https://t.co/3GQUlfH58t"
X Link 2026-02-14T11:01Z 19.1K followers, [---] engagements
"1 Claude's Constitution - Anthropic [--] Claude AI Models 2025: Ultimate Guide to Constitutional AI . https://local-ai-zone.github.io/brands/claude-ai-constitutional-ultimate-guide-2025.html https://www.anthropic.com/news/claudes-constitution https://local-ai-zone.github.io/brands/claude-ai-constitutional-ultimate-guide-2025.html https://www.anthropic.com/news/claudes-constitution"
X Link 2026-02-14T10:40Z 19.1K followers, [---] engagements
"260214 [--]. [----] [--] 0.58% 0.68% 0.48%0.54% [----] [--] [----] [--] 4.25% 3.29% [--]. [----] [----] " " [--]. 'e' [--] [--] [--] [------] " " [--]. [--] [--]. [--] 0.68% [--]. [--] KTX [--]. '12' [--] [--] [--] [--] [----] [--] [------] [----] GTX-D [--]. GTX-D () GTX GTX [--]. [--]. [----] [--] 0.75% [--] " ""
X Link 2026-02-14T10:45Z 19.1K followers, [---] engagements
"1 [--] ' ' [--] [--] 0.75% . [--] [----] '' . [--] [-----] [--] [--] [--] [--] [--] - [--] GTX-D [--] [--] [--] [----] GTX-D https://blog.naver.com/wonpol93/223793311822 https://blog.naver.com/jaeteran/223336477248trackingCode=blog_bloghome_searchlist https://blog.naver.com/modelnk/224173229676 https://www.g-enews.com/article/Real-Estate/2026/01/202601191137378705514e0091f6_1 https://www.kyeonggi.com/article/20260119580407 https://www.seoul.co.kr/news/economy/estate/2026/02/12/20260212500150 https://biz.chosun.com/real_estate/real_estate_general/2026/01/19/IWS2PSDJNFDODCO3KIJAHOX5WY/"
X Link 2026-02-14T10:45Z 19.1K followers, [---] engagements
"Anthropic [------] 🥑 🔖 [--]. Anthropic [----] OpenAI (CEO) () [--] [----] 6% [--]. [----] 23% [---] [--] ( [--] [----] ) [--]. Amazon [----] [--] [----] [--] [--] [--] ( [--] [----] ) Anthropic AWS Anthropic [--]. Google [----] [--] [----] 10% [----] [--] [--] [----] [--] [----] [--]. [----] [--] Anthropic ICONIQ F [---] ( [--] [----] ) [----] ( [---] ) AI [--]. [----] [--] Lightspeed Venture Partners Anthropic [---] [--] [----] [--] [--] [--] [--]. Anthropic [--] [--]. Anthropic (Public Benefit Corporation) (Long-term Benefit Trust) AI [--]. [----] [--] Anthropic [----] (Tender Offer) [--]. [----] IPO Anthropic AGIX"
X Link 2026-02-14T10:57Z 19.1K followers, [----] engagements
"1 Embrace your Laziness in the Age of AI [--] Creative Directors in the Age of Taste: Curating Emotion . [--] AI vs Human Creativity: Which One Wins in [----] https://www.oakwoodinternational.com/blog/ai-vs-human-creativity https://www.linkedin.com/posts/bobaigajere_in-2026-the-narrative-has-shifted-from-activity-7420478263938023424-6XBn https://matthiasplappert.com/blog/2026/laziness-in-the-age-of-ai https://www.oakwoodinternational.com/blog/ai-vs-human-creativity https://www.linkedin.com/posts/bobaigajere_in-2026-the-narrative-has-shifted-from-activity-7420478263938023424-6XBn"
X Link 2026-02-14T11:01Z 19.1K followers, [---] engagements
"$NVDA Why AI Chips Consume So Much Power [------] 🌮 📌 [--]. AI chip power consumption is skyrocketing. Nvidia's A100 consumed 400W the H100 uses 700W and the latest B200 consumes 1200W. That's a 75% increase in just two years and a 300% jump with the Blackwell generation. [--]. The largest portion of power consumption goes to data movement. In Google's TPU approximately 80% of total energy is used for electrical connectionsmoving data aroundwhile only 20% goes to actual computation. Accessing off-chip memory requires [---] times more energy than the computation itself. [--]. Computing operations"
X Link 2026-02-14T12:57Z 19.1K followers, [---] engagements
"🍕 $CRML Critical Metals $TMC The Metals Company $USAR USA Rare Earth / $SKYT SkyWater Technology $KTOS Kratos $KRMN Karman $AMTM Amentum AI $GOOGL Google $NUAI New Era $NBIS Nebius $IREN IREN $HUT Hut [--] $TMQ Trilogy Metals $UUUU Energy Fuels $UAMY United States Antimony $BE Bloom Energy $GEV GE Vernova $PWR Quanta Services / $TSM TSMC $INTC Intel $NVDA NVIDIA $AMD AMD $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $RDW Redwire $ONDS Ondas $UMAC Unusual Machines $RCAT Red Cat $LEU Centrus Energy $CCJ"
X Link 2026-01-25T10:42Z 19.1K followers, 141.3K engagements
"eVTOL AutoFlight [----] [--] [--] V5000 Matrix(5 ) . [--] 1/10"
X Link 2026-02-07T09:53Z 19.1K followers, [----] engagements
"260214 🎯 📈 HBM: $SNDK $MU $STX SK : $TSMC $INTC : $AXTI : $VRT AI: $FSLY $NET : $PANW $CRWD $CYBR : $LITE $COHR $LASR OSAT( ): $AMKR AI : $CRDO 🎯Look for strength in this market correction theyll lead the next leg of bull market 📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC Optics material: $AXTI Data Center racks: $VRT Edge AI: $FSLY $NET Cybersecurity: $PANW $CRWD $CYBR OPTICS: $LITE $COHR $LASR OSAT: https://t.co/IlFBBREx9V 🎯Look for strength in this market correction theyll lead the next leg of bull market 📈 Memory HBM: $SNDK $MU $STX SK Hynix Fabs: $TSMC $INTC"
X Link 2026-02-14T13:41Z 19.1K followers, [----] engagements
"2026 IPO 🥑 [------] [--]. SpaceX: $1.5T SpaceX Starship Starlink 70% [---] Starlink [---] Starship 1.5T . [--]. OpenAI: $1T OpenAI ChatGPTGPT API AI 60% [--] [---] 1T . [--]. ByteDance: $500B ByteDance TikTokDouyin 50% [----] [--] 500B . [--]. Anthropic: $350B Anthropic Claude AI AI 15% [--] [--] 350B . [--]. Databricks: $160B Databricks AI AI 20% [--] ARR [--] 160B . [--]. Stripe: $120B Stripe ConnectTreasury API 10% [---] 120B . [--]. Revolut: $75B Revolut 15% [--] [----] 75B . [--]. Canva: $75B Canva SaaS AI [---] 25% [--] 75B . [--]. Shein: $50B Shein e 20% [---] 40% 50B ."
X Link 2026-01-02T07:21Z 19.1K followers, [----] engagements
"Watch List l [------] $SNDK $AMAT $EMR $NBIS $BE $AVGO TOP PICK l [------] $NVDA $GOOG $AMZN $TSLA $STX $FCX $CAT $8035 $09988 $ETN https://t.co/pR0ZvyD8z3 TOP PICK l [------] $NVDA $GOOG $AMZN $TSLA $STX $FCX $CAT $8035 $09988 $ETN https://t.co/pR0ZvyD8z3"
X Link 2026-02-14T04:49Z 19.1K followers, [---] engagements
"1 US withdraws newly updated list of firms allegedly aiding . [--] US withdraws newly updated list of firms allegedly aiding Chinas military https://www.straitstimes.com/world/united-states/us-withdraws-newly-updated-list-of-firms-allegedly-aiding-chinas-military https://www.reuters.com/sustainability/society-equity/us-expected-add-alibaba-others-list-firms-allegedly-aiding-chinas-military-2026-02-13/ https://www.straitstimes.com/world/united-states/us-withdraws-newly-updated-list-of-firms-allegedly-aiding-chinas-military"
X Link 2026-02-14T11:37Z 19.1K followers, [---] engagements
"Jim Simons [------] [--]. Renaissance Technologies Jim Simons " " [--]. Simons Medallion Fund [----] [----] 66.1% 39.1% Warren Buffett George Soros [--]. Renaissance Technologies Simons " " [--]. [--]. [--]. Simons MIT Berkeley Chern-Simons theory [--] [--]. Renaissance [--]. [--]. Simons AI AI Simons [--]. "You can teach a physicist finance but you cannot teach a finance person physics." - Jim Simons https://t.co/iCuj9XgITC "You can teach a physicist finance but you cannot teach a finance person physics." -"
X Link 2026-02-14T11:49Z 19.1K followers, [----] engagements
"$TSLA Top [--] EVs in the U.S. [----] Unit sold: 1) Tesla Model Y: [------] 2) Tesla Model 3: [-----] 3) Chevrolet Equinox EV: [-----] 4) Ford Mustang Mach-E: [-----] 5) Hyundai Ioniq 5: [-----] 6) Honda Prologue: [-----] 7) Ford F-150 Lightning: [-----] 8) BMW i4: [-----] 9) Chevrolet Blazer EV: [-----] 10) Tesla Cybertruck: [-----] Top [--] bestselling EVs in the U.S. in first half of 2025: Unit sold: 1) Tesla Model Y: [------] 2) Tesla Model 3: [-----] 3) Chevrolet Equinox EV: [-----] 4) Ford Mustang Mach-E: [-----] 5) Hyundai Ioniq 5: [-----] 6) Honda Prologue: [-----] 7) Ford F-150 Lightning: [-----] 8) BMW i4:"
X Link 2025-07-12T23:13Z 19.1K followers, [----] engagements
"$SKHynix [----] [--]. SK (HBM) [----] '' . [--]. SK . [--]. [----] [--] () HBM D 95% . [--]. SK . [--]. HBM . [--]. [----] [--] HBM [----] . [--]. HBM D 10% . [--]. SK HBM 15% . [--]. 20% [----] . [--]. SK D 20% 1215% . [--]. ( 57%) . [--]. AI HBM AI D eSSD( SSD) [----] 30% . [--]. (Capex) [----] 3040% . [--]. M15X HBM D . [--]. [----] [--] SK [--] [----] [--] [----] 39.1% 61.9% 119% [--] [----] . [--]. PS https://twitter.com/i/web/status/1985678455158309250 https://twitter.com/i/web/status/1985678455158309250"
X Link 2025-11-04T12:00Z 19.1K followers, [----] engagements
"$skhynix $samsung D [------] . (MS) SK D . D (DRAM Beggar) . [--] . D . MS SK . 200% . SK [--] . () . D AI . AI (Chain of Thought) . AI GPU D. AI D . D AI . H200 () 540( 77) . H200 HBM( ) [--] . SK [---] . . [--] 1t [---] TV [--] [--] [--] [--] . D . . D . https://twitter.com/i/web/status/2009576363825697163 https://twitter.com/i/web/status/2009576363825697163"
X Link 2026-01-09T10:41Z 19.1K followers, [----] engagements
"🍕 [--]. [--]. & Deep dive ( ) [--]. [--]. () 🍔 [--]. 🫶 . ☕ . 🍗 🍀"
X Link 2026-01-13T13:54Z 19.1K followers, 14.7K engagements
"$ARKK [--] 38% . $QQQ . Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a"
X Link 2026-02-10T05:01Z 19.1K followers, [----] engagements
"" ETF". . 1: +12.83%. : $LITE : +31.68% $AMKR : +28.7% : +24.35% $GLW : +23.57% $COHR : +23.5% $ONTO : +18.4% $CAMT : +17.7% $TSM : +15.8% $ON : +15.8% : +15.4% $KLAC : +12.7% $APH : +11.6% $MRVL : +11.4% $MU : +10.6% $MOD : +10.6% SK : +10.31% $VICR : +9.6% $AVGO : +9.46% $SBGSY : +9.27% $ETN : +9.1% $BESIY : +8.53% $IFNNY : +7.37% $MPWR : +6.85% $SNDK : +6.4% $QLCM : +6.12% $AMD : +6.01% : +6% : +3.68% $INTC : +1.62% . . The "Bottleneck ETF" from supply chain mapping. Not a single name red. Equal weighted results 1W: +12.83%. List: $LITE: +31.68% $AMKR: +28.7% Disco: +24.35% $GLW:"
X Link 2026-02-12T16:11Z 19.1K followers, [----] engagements
"260213 [--]. [----] [--] [----] [--] [--] [---] . [---] 68% [--] [--] [---] . [--]. . [--] [--] . [--]. . . [--]. [---] . [--]. GDP 2% [--] . . [--]. . . . [--]. . .8 [--]. . . [--]. . . . [--]. [---] . . [--] . Japans prime minister has earned a once-in-a-generation chance to remake her country. Will she seize it https://t.co/glBEoxbabp https://t.co/nSH8w5cC0F Japans prime minister has earned a once-in-a-generation chance to remake her country. Will she seize it"
X Link 2026-02-13T06:15Z 19.1K followers, [---] engagements
"1 [---] ''. . [--] [---] https://www.donga.com/news/article/all/20260210/133331326/2 https://www.etnews.com/20260209000008 https://www.donga.com/news/article/all/20260210/133331326/2 https://www.etnews.com/20260209000008"
X Link 2026-02-13T06:15Z 19.1K followers, [---] engagements
"TOP PICK l [------] $NVDA $GOOG $AMZN $TSLA $STX $FCX $CAT $8035 $09988 $ETN"
X Link 2026-02-14T04:48Z 19.1K followers, [---] engagements
"https://n.news.naver.com/mnews/article/009/0005637467 https://n.news.naver.com/mnews/article/009/0005637467"
X Link 2026-02-14T06:43Z 19.1K followers, [---] engagements
"CXMT YMTC [------] 🏒 📌 [--]. [----] [--] [--] CXMT(ChangXin Memory Technologies) YMTC(Yangtze Memory Technologies) Section 1260H [--] [--]. CXMT DRAM YMTC NAND DRAM NAND [--]. Alibaba Baidu AI [---] [--]. CXMT YMTC "CXMT YMTC " [--]. [--] [--]. YMTC [----] LexarHPAcerKingstonTeamgroup SSD ZhiTai [--]. YMTC [----] [--] X3-6070 3D QLC NAND [----] / 3D TLC NAND [---] 3D NAND SK [---] [---] [--]. CXMT [----] DRAM SK DRAM HBM [---] 3D NAND [--]. YMTC NAND SKKioxiaMicron NAND YMTC [--] [--] [--]. CXMT and YMTC removed from the Pentagons restricted"
X Link 2026-02-14T11:37Z 19.1K followers, [----] engagements
"$TSLA [------] 🔖 [--]. . . . [--]. . . . [--]. . . [--]. . . [--]. - . . . [--]. 99% . 90% . . [--]. 1% . . . [--]. . . . [--]. . . . [--]. . " " . . . success requires a crazy level of delusion success requires a crazy level of delusion"
X Link 2026-02-14T12:43Z 19.1K followers, [----] engagements
"$TSLA [------] 🌞 📌 [--]. [----] [--] [--] . [----] . [--]. 2026-2027 70GW . [----] 49% . [--]. " " . . [--]. . [----] [----] () () ( ) . [--]. . [--] 40% 20% 15% 5% 10% [--]. [----] 99% . . [--]. . [----] [----] [--] kWh [---] kWh . [--]. . [----] 10.3GW [----] 18.2GW 70% . . [--]. . [----] [--] 198GW 173GW . 250GW 44% . [--]. . [---] . . Solar will utterly dominate future electricity production Solar will utterly dominate future electricity production"
X Link 2026-02-14T13:31Z 19.1K followers, [---] engagements
"$AMZN [------] 🧃 🔖 [--]. . . [--]. . . . [--]. . . . [--]. . [--] . . [--]. . . . [--]. . . . . [--]. . . . [--]. . . . . [--]. AI . AI . ChatGPT AI . . [--]. . . . " " . @babybluecream (amazon-proof). . . . @babybluecream (amazon-proof). . . "
X Link 2026-02-14T13:59Z 19.1K followers, [---] engagements
". $SPY $QQQ $DIA All three stalling at the same fib extension is a little spooky. $SPY $QQQ $DIA https://t.co/Fe9CFYHhwi All three stalling at the same fib extension is a little spooky. $SPY $QQQ $DIA https://t.co/Fe9CFYHhwi"
X Link 2026-02-13T01:25Z 19.1K followers, 12.3K engagements
"$GOOG . S&P500 [------] - Tech Non-Tech - AI AI AI . https://t.co/f12rJkj0wR S&P500 [------] - Tech Non-Tech - AI AI AI . https://t.co/f12rJkj0wR"
X Link 2026-02-14T05:17Z 19.1K followers, [----] engagements
"@9xvvr = = $COIN $HOOD"
X Link 2026-02-14T07:23Z 19.1K followers, [---] engagements
"260214 🌮 🔖 [--]. . . [--]. . TSMC 72% . . [--]. AI . TSMC SK . AI . [--]. [----] . [----] AI [----] . AI . [--]. HBM AI . " " EUV . HBM [----] 164% . [--]. () . . TSMC 3nm 2nm . [--]. [--] . TSMC 19% . [--]. . EUV . . [--]. . . AI . . [--]. . . . https://t.co/CNOohIpbnp https://t.co/CNOohIpbnp"
X Link 2026-02-14T13:49Z 19.1K followers, [---] engagements
"15 [------] 🧃 📚 [--]. $IAG $SEI [--] 95% . $IAG $SEI . . [--]. IT [--] . $DVLT 85% $CRWV 75% $NTSK 25% . . [--]. [--] . $RIOT $BMNR $MARA $RIOT $MARA . . [--]. [--] . $IAG $GAU 65% $UAMY 15% . . [--]. . $IAG $SEI 95% $IONQ $UAMY 15% [--] . . [--]. $AEVA $EVLV . $AEVA 50% $EVLV 35% . 5G AI . [--]. $IONQ 15% . . . [--]. . [----] . . [--]. Finviz Elite . . [--] . [--]. . . . . Institutional Footprints: [--] Growth Names Gaining Momentum. 1-Month Relative Strength % Sorted $IAG (95%) Metals & Mining $SEI (95%) Oil & Gas Equip & Services $DVLT (85%) Software & IT $NBIS"
X Link 2026-02-14T14:08Z 19.1K followers, [---] engagements
"3 [--]. $PLTR 41% [--]. $NET 27% [--]. $SHOP 24% [--]. $SNOW 23% [--]. $IOT 22% [--]. $CRWD 22% [--]. $RBRK 21% [--]. $DDOG 21% [--]. $S 21% [--]. $KVYO 21% [--]. $MNDY 20% [--]. $DOCN 20% [--]. $FIG 20% [--]. $DUOL 19% [--]. $ZS 19% [--]. $TTAN 19% [--]. $OS 19% [--]. $NOW 18% [--]. $MDB 18% [--]. $GTLB 18% [--]. $TEAM 17% [--]. $BRZE 17% [--]. $ESTC 17% [--]. $HUBS 16% [--]. $FROG 16% [--]. $PANW 15% [--]. $VEEV 14% [--]. $PATH 11% [--]. $CRM 10% [--]. $ADBE 8% 💦 SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH [--]. $PLTR 41% [--]. $NET 27% [--]. $SHOP 24% [--]. $SNOW 23% [--]. $IOT 22% [--]. $CRWD 22% [--]. $RBRK 21% [--]. $DDOG 21% [--]. $S 21% [--]. $KVYO 21% [--]. $MNDY"
X Link 2025-12-30T04:11Z 19.1K followers, [----] engagements
"Claude Cowork [------] 🍕 📍 [--]. Claude Desktop 'Cowork' [--]. [--]. Claude Opus Sonnet [--]. 'Let's Go' [--]. 'Allow' 'Always Allow' [--]. Claude [--]. [--]. Pro $20 $17 Cowork [--]. Max $100 [--] $200 [--] [--]. macOS Windows Just tried Claude Cowork now and I seriously regret not using it sooner. This thing is actually insane/crazy good. https://t.co/dGZKoB0gZ2 Just tried Claude Cowork now and I seriously regret not using it sooner. This thing is actually insane/crazy good. https://t.co/dGZKoB0gZ2"
X Link 2026-02-14T10:07Z 19.1K followers, 21K engagements
"1 How To Use Claude Cowork (Beginner's Guide) https://www.youtube.com/watchv=hkBKByC_DaY https://www.youtube.com/watchv=hkBKByC_DaY"
X Link 2026-02-14T10:07Z 19.1K followers, [----] engagements
"$PLTR [------] Claude AI 🪖 🔖 [--]. [----] [--] [--] [--] ' (Operation Absolute Resolve)' Claude AI [--]. Claude Anthropic Palantir Technologies Palantir [--]. AI Claude [--]. CIA [--] [--] USS [--]. Anthropic Claude [--]. [----] [--] [--] Anthropic Anthropic [--]. Anthropic [--] Claude (ICE) (FBI) [--]. [--] [--] AI AI Anthropic [--]. AI [--]. OpenAI Google xAI AI AI [--]. Claude Claude Cowork [------] 🍕 📍 [--]. Claude Desktop 'Cowork' [--]. [--]. Claude Opus Sonnet [--]. 'Let's Go' [--]. https://t.co/6PECseXxzP Claude Cowork [------] 🍕 📍 [--]. Claude Desktop "
X Link 2026-02-14T10:14Z 19.1K followers, [----] engagements
"1 US used Anthropic's Claude during the Venezuela raid . [--] US Used Anthropic's Claude During the Venezuela Raid WSJ Reports https://www.usnews.com/news/world/articles/2026-02-13/us-used-anthropics-claude-during-the-venezuela-raid-wsj-reports https://www.reuters.com/world/americas/us-used-anthropics-claude-during-the-venezuela-raid-wsj-reports-2026-02-13/ https://www.usnews.com/news/world/articles/2026-02-13/us-used-anthropics-claude-during-the-venezuela-raid-wsj-reports https://www.reuters.com/world/americas/us-used-anthropics-claude-during-the-venezuela-raid-wsj-reports-2026-02-13/"
X Link 2026-02-14T10:14Z 19.1K followers, [---] engagements
"AI [------] 🧃 🔖 [--]. (Zero Knowledge Proof ZK) [--]. [----] Hikvision AI [---] [--]. (ICE) [--]. " [---] " [--]. [----] [--] [--] AI API [--]. AI AI GDPR [--]. (Self-Sovereign Identity SSI) " [--] " " [--] " [--]. ZK-HybridFL AI [----] [--] [--]. AI [--]. AI ZK AI From AI to ZK. Artificial intelligence is the attack. Zero knowledge is the defense. AI takes advantage of the slightest slip. ZK does not let anything slip. AI decodes all the data. ZK encrypts all the data. AI is the"
X Link 2026-02-14T10:24Z 19.1K followers, [---] engagements
"1 ZKP: Solving AI Privacy with Zero Knowledge Proof in [----] - Phemex [--] AI-Driven Surveillance Networks Erode Global Privacy by [----] . [--] Zero Knowledge Proof and Self Sovereign Identity - Extrimian [--] Ethereum developers propose zero-knowledge privacy for AI chatbots [--] Zero Knowledge Proof AI in [----] - Calibraint https://www.calibraint.com/blog/zero-knowledge-proof-ai-2026 https://www.cryptopolitan.com/ethereum-propose-zero-knowledge-privacy/ https://extrimian.io/zero-knowledge-proof-and-self-sovereign-identity/"
X Link 2026-02-14T10:24Z 19.1K followers, [---] engagements
"Claude AI [------] 🦞 📌 [--]. Claude [------] ChatGPT [--]. Claude Sonnet [---] GitHub SWE-Bench 77.2% [--]. Claude OSWorld 61.4% 40-45% [--]. Claude [--]. Artifacts [--]. Extended Thinking Mode ChatGPT [--]. Constitutional AI [----] AI [--] [--]. ChatGPT [--]. Research Mode Projects [--]. Claude [---] Sonnet [--] AIME [----] 88% Claude [---] Opus [---] AI Claude Cowork [------] 🍕 📍 [--]. Claude Desktop 'Cowork' [--]. [--]. Claude Opus Sonnet [--]. 'Let's Go' [--]. https://t.co/6PECseXxzP Claude Cowork [------] 🍕 📍 [--]. Claude Desktop "
X Link 2026-02-14T10:36Z 19.1K followers, [----] engagements
"1 Claude vs. ChatGPT: A Practical Comparison [--] ChatGPT vs Claude: Two Giants Different Strengths - Neontri [--] Claude Sonnet 4.5: Highest-Scoring Claude Model Yet on . https://caylent.com/blog/claude-sonnet-4-5-highest-scoring-claude-model-yet-on-swe-bench https://neontri.com/blog/chatgpt-vs-claude/ https://www.appypieautomate.ai/blog/claude-vs-chatgpt https://caylent.com/blog/claude-sonnet-4-5-highest-scoring-claude-model-yet-on-swe-bench https://neontri.com/blog/chatgpt-vs-claude/ https://www.appypieautomate.ai/blog/claude-vs-chatgpt"
X Link 2026-02-14T10:36Z 19.1K followers, [---] engagements
"Claude [------] 🍔 📌 [--]. Claude Constitutional AI AI " " AI [--]. Claude AI AI [--]. [----] [--] Anthropic Claude [----] Constitutional AI [--]. Extended Thinking Mode Claude " " Claude (chain-of-thought) [--]. "" Anthropic [--]. Extended Thinking Claude " " Claude [--]. " " Claude AI [--]. Serial Test-Time Compute Claude [--]. Constitutional AI Anthropic CAI AI ( ) [--]. Claude Claude AI [------] 🦞 📌 [--]. Claude [------] ChatGPT [--]. https://t.co/kY40yJYMsc Claude AI"
X Link 2026-02-14T10:40Z 19.1K followers, [---] engagements
"1 Claude Cowork: Anthropic's AI Office Agent for Folder Automation [--] [--] INSANE Claude Cowork Use Cases Julian Goldie - LinkedIn [--] The Claude Cowork System That Writes Me Trending Social Media . https://lilys.ai/en/notes/claude-cowork-20260210/claude-cowork-social-writer https://www.linkedin.com/posts/juliangoldieseo_5-insane-claude-cowork-use-cases-activity-7420113745621753857-z9ZD https://cowork.zone https://lilys.ai/en/notes/claude-cowork-20260210/claude-cowork-social-writer https://www.linkedin.com/posts/juliangoldieseo_5-insane-claude-cowork-use-cases-activity-7420113745621753857-z9ZD"
X Link 2026-02-14T10:53Z 19.1K followers, [---] engagements
"1 Why that $2 trillion software stock wipeout didn't derail the AI bull . [--] AI-driven stock rout could become 'unstoppable' Barclays warns https://qz.com/sell-first-think-later-barclays-warns-ai-selloff-could-continue https://fortune.com/2026/02/10/stocks-2-trillion-software-wipeout-ai-bull-market/ https://qz.com/sell-first-think-later-barclays-warns-ai-selloff-could-continue https://fortune.com/2026/02/10/stocks-2-trillion-software-wipeout-ai-bull-market/"
X Link 2026-02-14T12:29Z 19.1K followers, [---] engagements
"1 Mental Model: Bottlenecks [--] Memory stocks: Morgan Stanley explains how to play the new AI . [--] Why the AI Chip Supply Chain's Hidden Bottleneck Offers a 5X . [--] Stop chasing AI shell companies. Invest in bottleneck industries. https://www.reddit.com/r/StockMarket/comments/1pzr2vs/2026_investment_strategy_stop_chasing_ai_shell/ https://www.ainvest.com/news/ai-chip-supply-chain-hidden-bottleneck-offers-5x-opportunity-2601/ https://www.investing.com/news/stock-market-news/memory-stocks-morgan-stanley-explains-how-to-play-the-new--ai-bottleneck-4451697"
X Link 2026-02-14T13:49Z 19.1K followers, [---] engagements
"Success Requires a Crazy Level of Delusion [------] $TSLA [--]. Successful people share one common trait. The delusion of believing the seemingly impossible is possible. Without this they can't even start. [--]. Rational people calculate success probabilities weigh risks and consider failure possibilities. In that process they give up most challenges. It's statistically correct judgment but that's why they only get mediocre results. [--]. Successful entrepreneurs and innovators on the other hand have unrealistic confidence in their abilities. When Elon Musk attempted rocket reusability when Steve Jobs"
X Link 2026-02-14T14:44Z 19.1K followers, [---] engagements
"Wide Moat $ADBE - Adobe Incorporated: . [--] $AENA - Aena SME SA: . [--] $APD - Air Products and Chemicals Inc.: . [--] $GOOGL - Alphabet Inc.: (Google) . [--] $MO - Altria Group Inc.: . [--] $AMZN - Inc.: . [--] $AMT - American Tower Corporation: . [--] $ADI - Analog Devices Inc.: . [--] $AON - Aon plc: . [--] $ASML - ASML Holding NV ADR: . [--] $ADSK - Autodesk Inc: . [--] $AZO - Autozone Inc: . [--] $BLCO - Bausch + Lomb Corporation: . [--] $BX - Blackstone Inc.: . [--] $BOLSAA - Bolsa Mexicana de Valores SAB de CV: . [--] $BAM - Brookfield Asset Management plc: "
X Link 2025-09-12T03:26Z 19K followers, [----] engagements
"2026 [--] [--]. $CRML +197% [--]. $SNDK +100% [--]. $SKYT +72% [--]. $BE +67% [--]. $RDW +65% [--]. $NTLA +63% [--]. $ASTS +56% [--]. $APLD +54% [--]. $IREN +50% [--]. $EOSE +49% [--]. $KTOS +45% [--]. $NVTS +42% [--]. $MU +40% [--]. $AEHR +39% [--]. $DPRO +38% HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $CRML +197% [--]. $SNDK +100% [--]. $SKYT +72% [--]. $BE +67% [--]. $RDW +65% [--]. $NTLA +63% [--]. $ASTS +56% [--]. $APLD +54% [--]. $IREN +50% [--]. $EOSE +49% [--]. $KTOS +45% [--]. $NVTS +42% [--]. $MU +40% [--]. $AEHR +39% [--]. $DPRO +38% https://t.co/bBlYrYtqgA HERE ARE THE TOP [--] PERFORMERS OF [----] [--]. $CRML +197% [--]. $SNDK +100% [--]. $SKYT +72% [--]. $BE +67% 5."
X Link 2026-01-24T15:20Z 19K followers, [----] engagements
"(AI/ ) AI . . . $FCX - $SCCO $TECK $ERO $CS / $PWR $ETN $HUBB $MYRG MYR $NVT nVent () $BHP - BHP $RIO - $GLNCY - $VALE - SA $IE $TMQ $COPX ETF THE COPPER STACK (AI / POWER CYCLE) AI runs on power. Power runs on copper. This is the metal everyone is overlooking. Pure Copper Leaders $FCX Freeport-McMoRan $SCCO Southern Copper $TECK Teck Resources $ERO Ero Copper $CS Capstone Copper Copper Grid / https://t.co/An0uBO2kqc THE COPPER STACK (AI / POWER CYCLE) AI runs on power. Power runs on copper. This is the metal everyone is overlooking. Pure Copper Leaders $FCX Freeport-McMoRan"
X Link 2026-01-28T22:50Z 19K followers, [----] engagements
"$SNDK $AMZN [------] [--]. 1.7% . [--]. . [--]. . [--]. AI . [--]. . [--]. AI . [--]. . [--]. AI . [--]. AI B2B . [--]. CEO AI . [--]. . [--]. AI. [--]. PPT . [--]. NDA . [--]. RX AI . [--]. CRM AI . [--]. AI . [--]. SSDAI . [--]. AI GPU . [--]. AI . [--]. $SNDK . @holzzak777 ChatGPT Claude😄 @holzzak777 ChatGPT Claude😄"
X Link 2026-02-04T02:14Z 19K followers, 50.8K engagements
"$NVDA [------] [--] AI [--]. [----] [--] [--] 7.9% [--] . [------] [-----] 123% [--] [----] . [--]. CEO . AI [----] AI . AI . [--]. CEO OpenAI AI . AI . [--]. [----] . AWS GPU -X NVLink . [--]. AI S&P [---] 1.97% [-------] 2.9% . 2.5% [--] . [--]. [--] [--] . 25% . [--]. 0.58% [--] [------] 12.6% . [--] [--] 8% . [--]. CFO [--] [--] [--] . CPU GPU CUDA . [--]. [----] [--] [---] 65% AI . [---] CFO " " . [--]. [----] . 25% H200 [---] . $NVDA just had it's biggest one-day gain since July. Is the king ready to take back the throne https://t.co/QqBpfbA1fE"
X Link 2026-02-08T03:48Z 19K followers, [----] engagements
"1 NVDA Largest Historical Up Moves Nvidia - Market Chameleon [--] Nvidia Stock Was Squarely in Rally Mode on Friday. Here's Why. [--] Why Is Nvidia (NVDA) Stock Soaring Today - Yahoo Finance [--] Stock Market Today Feb. 6: Nvidia Leads Rally After AI Hardware . [--] Stock Market Today Feb. 6: Nvidia Leads Rally After AI Hardware . https://www.theglobeandmail.com/investing/markets/stocks/NVDA/pressreleases/81363/stock-market-today-feb-6-nvidia-leads-rally-after-ai-hardware-rebounds/ https://www.nasdaq.com/articles/stock-market-today-feb-6-nvidia-leads-rally-after-ai-hardware-rebounds"
X Link 2026-02-08T03:48Z 19.1K followers, [---] engagements
"1. [----] [--] [--] . KB [----] [--] [--] [---] [----] [--] . [----] [--] 0.27% [--] [--] . [--]. [--] . [----] [--] [--] [---] [--] [--] . [--] [--] . [--]. [--] [---] [--] . DSR() 40% 4.5% [--] . [----] DSR [--] . [--]. DSR . [--] [----] DSR 20% 40% . DSR . [--]. [----] [----] [---] . [--] . [----] [--] LTV 70% 40% . [--]. LTV 40% [--] [--] [--] . [--] [--] DSR 40% [--] . [--] . [--]. [--] [--] [---] . [----] [--] [--] . [--] DSR [--] [--------] . [--]. . [--] . [----] [--] 10% . [--]. [--] [--] . [----] [--] 5% . ( ) [--] . . [--] . . [---] "
X Link 2026-02-08T05:22Z 19K followers, 22.9K engagements
"$UNH [----] Peter Lynch on Picking Bottoms: If they dont scare you out they will wear you out. $UNH https://t.co/dsNOzt1jRg Peter Lynch on Picking Bottoms: If they dont scare you out they will wear you out. $UNH https://t.co/dsNOzt1jRg"
X Link 2026-02-09T03:08Z 19K followers, [----] engagements
"$PLTR l [------] [--]. [----] 61% [----] [----] . 137% [----] [----] . [--]. . [----] [--] [--] 55% . [--]. . (Gotham) (Foundry) (Apollo) . [--]. '--' [--] . [--] . [--]. [---] . [----] [--] 263% HSBC . [--]. CIA [---] [--] . . [--]. . . [--]. AI (AIP) AI . [----] [---] AI . [--]. [----] [--] 41% 32% . [----] GAAP . [--]. '(Ontology)' . "
X Link 2026-02-13T09:01Z 19K followers, 19K engagements
"1 Palantir IR - News [--] Palantir outlines 61% revenue growth target for [----] as . [--] Palantir Reports Q4 [----] U.S. Comm Revenue Growth of 137% Y/Y and Revenue Growth of 70% Y/Y; Issues FY [----] Revenue Guidance of 61% Y/Y and U.S. Comm Revenue Guidance of 115% Y/Y Crushing Consensus Expectations [--] The Business of Palantir: Revenue Streams and Growth Drivers [--] Palantir Business Model How Palantir Makes Money - [--] Korean Stock Market Cap Tops [----] Trillion Won as Samsung SK . [--] What Palantir Actually Does (2025) Gotham Foundry AIP & Apollo Explained [--] Integrated platforms: AIP Foundry and Apollo -"
X Link 2026-02-13T09:01Z 19K followers, [---] engagements
"$MU $SNDK $AG [------] [--]. . . [--]. [--] . . [--]. . . [--]. . . [--]. [----] 44% [--] 1500% . . [--]. . . [--]. . . [--]. HBM [--] [----] . . [--]. [----] NAND 70100% . . [--]. . . Learning experience for you. Even if you're not in $MU it's a great example of how you get rich in markets without taking a ton of risk. And it's simple. Look at the strongest themes over the last quarter by simply looking at % performance of the group. Then find the strongest Learning experience for you. Even if you're not in $MU it's a great example of how you get rich in markets without taking a ton of"
X Link 2026-02-13T10:07Z 19.1K followers, [----] engagements
"$SEC [------] [--]. [----] [--] . [--]. SK . [--]. " " . [--]. " " . [--]. OPI() 7% . [--]. EVA( ) BEP 50% . [--]. SK 10% . [--]. [--] SK . [--]. [--] [--] [-----] . [--]. [----] [--] [--] 80% . The king is back. https://t.co/5mPcKWR1zx The king is back. https://t.co/5mPcKWR1zx"
X Link 2026-02-13T10:51Z 19K followers, [----] engagements
"1 ' ' [--] " " [--] [--] 'SK ' . https://biz.newdaily.co.kr/site/data/html/2026/01/12/2026011200080.html https://v.daum.net/v/20260213175803069 https://www.yna.co.kr/view/AKR20260213149600003 https://v.daum.net/v/20260213150301255 https://biz.newdaily.co.kr/site/data/html/2026/01/12/2026011200080.html https://v.daum.net/v/20260213175803069 https://www.yna.co.kr/view/AKR20260213149600003 https://v.daum.net/v/20260213150301255"
X Link 2026-02-13T10:51Z 19K followers, [----] engagements
"10 [------] 🍀 📌 . 🏷 [--]. . 7080% . BBC Learning English TED CNN . [--]. . . . [--]. . . [---] [--] . [--]. . . [--]. . . . [--]. AI . GPT ELSA . . [--]. . . [--] [--] . [--]. . [--] . [--] [--] 20% . [--]. [--] . . [--]. . "3 [--] " . 🥨 📌 . [--]. . YouTube 'BBC Learning English' [--] [----] https://t.co/zL8xXQmd8w 🥨 📌 . [--]. . YouTube 'BBC Learning English' [--] [----] https://t.co/zL8xXQmd8w"
X Link 2026-02-13T12:57Z 19K followers, 47.8K engagements
"1 [----] [--] [--] [--] Listening (Chat GPT) - [--] - 0-space [--] [--] https://polyglotclub.com/help/language-learning-tips/listening-comprehension/translate-korean https://0-space.tistory.com/652 https://slow-motionn.tistory.com/130 https://brunch.co.kr/@coachchris/137 https://www.englishcentral.com/blog/ko/improve-listening-skills-ko/ https://polyglotclub.com/help/language-learning-tips/listening-comprehension/translate-korean https://0-space.tistory.com/652 https://slow-motionn.tistory.com/130 https://brunch.co.kr/@coachchris/137 https://www.englishcentral.com/blog/ko/improve-listening-skills-ko/"
X Link 2026-02-13T12:57Z 19K followers, [----] engagements
"9. . [--] . [---] [--] . BP . [--]. . AI AI [----] . [----] . 84% [--] . [----] 5075% [------] "
X Link 2026-02-14T00:29Z 19K followers, [---] engagements
"1 Palantir [--] Overview Ontology - Palantir [--] Understanding Palantir's Ontology: The Digital Twin of Enterprise . [--] Why Ontology Matters for Agentic AI in [----] [--] January [----] Announcements [--] Palantir Stock [----] Forecast: Is Its High Valuation . [--] Palantir's Digital Twin: Building the Operating System For . https://theaiarchitects.substack.com/p/palantirs-digital-twin-building-the https://io-fund.com/ai-stocks/palantir-stock-2026-forecast-valuation https://palantir.com/docs/foundry/announcements/2026-01/ https://kenhuangus.substack.com/p/why-ontology-matters-for-agentic"
X Link 2026-02-14T00:29Z 19K followers, [---] engagements
"@Hyun_The_Wise . SAP ERP PLM"
X Link 2026-02-14T00:30Z 19K followers, [--] engagements
". : $SNDK $MU $WDC $STX : $TSM $SKYT : $AXTI : $TER $ACMR $AEHR $ICHR $MTSI : $VRT : $FSLY $DOCN : $POWL $FIX $VICR HPC: $APLD $WULF $NUAI : $BE $ENLT $NXT : $SOLS $CPSH $GLW : $LITE $VIAV : $CRML $USAR : $UAMY $UUUU : $RCAT : $SATL $RKLB $VSAT : $FTAI : $ERAS $PAHC There is always a bull market somewhere. Memory: $SNDK $MU $WDC $STX Foundries: $TSM $SKYT Substrates: $AXTI Chip Equipment: $TER $ACMR $AEHR $ICHR $MTSI Data Centers: $VRT Cloud: $FSLY $DOCN Electronics: $POWL $FIX $VICR HPC: $APLD $WULF $NUAI Energy: $BE $ENLT $NXT https://t.co/wnBddTMmZW There is always a bull market somewhere."
X Link 2026-02-14T01:32Z 19.1K followers, [----] engagements
"l FY3Q25 Review: [------] 51%"
X Link 2026-02-14T04:54Z 19.1K followers, [----] engagements
"@ysh1yo2848"
X Link 2026-02-14T06:05Z 19.1K followers, [--] engagements
"@ysh1yo2848 1"
X Link 2026-02-14T06:47Z 19.1K followers, [--] engagements
"X [------] 🍔 📌 [--]. X Nikita Bier [----] [--] [--] Smart Cashtags [--] X [--]. Smart Cashtags $BTC $TSLA [--]. $BTC $NVDA [--]. Nikita Bier X [----] [--] [--]. [----] [--] [--] Bier Smart Cashtags [--]. X " (everything app)" [--]. [--]. Bier [--]. X Visa [--]. X [--] X AI [----] BREAKING: X to offer Crypto and Bitcoin trading to its 1B+ users within weeks. Product lead Nikita Bier confirmed Smart Cashtags are launching within weeks letting users trade stocks and crypto directly from the timeline. Users will be able to tap a"
X Link 2026-02-14T11:11Z 19.1K followers, [----] engagements
"AI 5260214🍅 📍 [--]. [--] AI [----] [--] [--] [--]. [--] Claude AI Bloomberg S&P Global [--]. [--] AI [--]. [--] " " [----] [--]. [--] " " BNPL( ) [--]. AI [--]. Barclays "AI " "AI " [--]. AI AI [--]. Barclays Emmanuel Cau " " AI [--]. AI " " " " TLDR of the current market narrative: Stage [--] Everyone dumped Software. Stage [--] Info Services got nuked thanks to Claudes fancy new features. Stage [--] Collateral damage hit Insurance Brokers and Wealth Managers. Stage [--] Out of nowhere the market decided anything TLDR of the current market narrative: Stage 1"
X Link 2026-02-14T12:29Z 19.1K followers, [---] engagements
"@ganziboy11 @ethereum"
X Link 2026-02-14T06:20Z 19.1K followers, [--] engagements
"300 [------] LG 2030% [---] . [--] 25% [---] LG AI [----] 23% [---] . . [---]. 💦"
X Link 2026-02-14T06:43Z 19.1K followers, [----] engagements
"1 X to Launch Crypto Stock Trading From Timeline Soon https://coinfomania.com/x-to-launch-crypto-stock-trading-from-timeline-soon/ https://coinfomania.com/x-to-launch-crypto-stock-trading-from-timeline-soon/"
X Link 2026-02-14T11:11Z 19.1K followers, [---] engagements
"$TSLA Y FSD @YouTube . Y FSD . https://youtu.be/BtLwBrHmEIQsi=Hx3Ypph3rVtrZrqh https://youtu.be/BtLwBrHmEIQsi=Hx3Ypph3rVtrZrqh"
X Link 2026-02-14T14:58Z 19.1K followers, [---] engagements
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