#  @ccahsatan JC JC posts on X about ai, core, strong, platform the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1135632057441378304/interactions)  - [--] Week [---] -71% - [--] Month [-----] -45% - [--] Year [------] +82,400% ### Mentions: [--] [#](/creator/twitter::1135632057441378304/posts_active)  - [--] Month [--] -78% - [--] Year [---] +12,400% ### Followers: [---] [#](/creator/twitter::1135632057441378304/followers)  - [--] Week [---] +1.70% - [--] Month [---] +7.90% - [--] Year [---] +28% ### CreatorRank: [---------] [#](/creator/twitter::1135632057441378304/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [currencies](/list/currencies) [exchanges](/list/exchanges) **Social topic influence** [ai](/topic/ai), [core](/topic/core), [strong](/topic/strong), [platform](/topic/platform), [cash flow](/topic/cash-flow), [$ardx](/topic/$ardx), [breakout](/topic/breakout), [the most](/topic/the-most), [solar](/topic/solar), [$btc](/topic/$btc) **Top accounts mentioned or mentioned by** [@marcakriss](/creator/undefined) [@tetherwhale](/creator/undefined) [@hsakatrades](/creator/undefined) [@nullcharts](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@theronnievshow](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@801010athlete](/creator/undefined) [@donnellybrent](/creator/undefined) [@labubutrader](/creator/undefined) [@volumestocks](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/$btc) [Teck Resources Limited (TECK)](/topic/$teck) [Conflux (CFX)](/topic/$cfx) [Strategy (MSTR)](/topic/$mstr) [Shoals Technologies Group, Inc. (SHLS)](/topic/$shls) [Duolingo, Inc. (DUOL)](/topic/$duol) [IonQ, Inc. (IONQ)](/topic/$ionq) [Sunrun Inc (RUN)](/topic/$run) [ZetaChain (ZETA)](/topic/$zeta) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Tesla, Inc. (TSLA)](/topic/tesla) [Omnicell Inc (OMCL)](/topic/$omcl) [Insulet, Corp. (PODD)](/topic/$podd) [Step Finance (STEP)](/topic/$step) [Alphatec Holdings, Inc. (ATEC)](/topic/$atec) [CLEAR Secure, Inc. (YOU)](/topic/$you) [Radiant Capital (RDNT)](/topic/$rdnt) [Velo (VELO)](/topic/$velo) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Roblox Corp. (RBLX)](/topic/$rblx) [Orion Protocol (ORN)](/topic/$orn) [Bonk (BONK)](/topic/$bonk) [Coinbase Global Inc. (COIN)](/topic/coinbase) [dogwifhat (WIF)](/topic/$wif) [Butterfly Network, Inc. (BFLY)](/topic/$bfly) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/ge-healthcare) [Alpha Teknova, Inc. (TKNO)](/topic/$tkno) [Certara, Inc. (CERT)](/topic/$cert) [Rumble Inc. Class A Common Stock (RUM)](/topic/$rum) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ethereum (ETH)](/topic/$eth) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) ### Top Social Posts Top posts by engagements in the last [--] hours "$CFX in at 30c. SL 12H close below 29c. TP 34.7c" [X Link](https://x.com/anyuser/status/1660643391175000078) 2023-05-22T13:46Z [--] followers, [--] engagements "$CFX looking great. SL 12h close below 31.5; TP 36.3c" [X Link](https://x.com/anyuser/status/1660819860530790400) 2023-05-23T01:28Z [--] followers, [--] engagements "@tetherwhale @HsakaTrades $BONK is listed on Coinbase. Think $WIF" [X Link](https://x.com/ccahsatan/status/1763626192689652140) 2024-03-01T18:03Z [---] followers, [--] engagements "$ACB [--] years building base. This one could be ready" [X Link](https://x.com/ccahsatan/status/1973921246867001686) 2025-10-03T01:21Z [---] followers, [----] engagements "$MSTR stop hunt reclaimed with volume retest. TP $420 SL below stop hunt" [X Link](https://x.com/ccahsatan/status/1976080843811807600) 2025-10-09T00:22Z [---] followers, [---] engagements "$BFLY Butterfly Network Summary Butterfly Network remains one of the few med-tech firms bridging hardware miniaturization and AI diagnostics at scale. Risks include competitive encroachment by GE HealthCare and Exo regulatory hurdles for autonomous AI diagnosis and slower global adoption. Technology Breakthrough Butterflys ultrasound-on-a-chip is a genuine hardware-software convergence breakthrough. Unlike traditional piezoelectric probes costing $20000 its single-probe semiconductor architecture drastically reduces cost and increases portability. The latest iQ3 handheld system adds cloud" [X Link](https://x.com/ccahsatan/status/1988272240270422110) 2025-11-11T15:46Z [---] followers, [---] engagements "@nullcharts Isnt Chile $ECH the better play for copper" [X Link](https://x.com/ccahsatan/status/2014015274308035032) 2026-01-21T16:40Z [---] followers, [---] engagements "$SHLS Shoals designs and manufactures electrical balance-of-system (EBOS) solutions for solar farms EV charging and now high-density power infrastructure key electrical infrastructure enabler in the AI power supply chain. Chart: Gapped above previous weekly OB in May24. Retested. TP $12.9 SL $7.25 Tech: EBOS system design (SnapN Rack plug-and-play) is an engineering advance cutting install time and cost dramatically. Timing: utility-scale renewables + AI datacenter power demand both exploding. Market: Shoals already dominates U.S. solar EBOS; expanding into EV charging and broader electrical" [X Link](https://x.com/ccahsatan/status/1974493592602161447) 2025-10-04T15:15Z [---] followers, [--] engagements "$RUM still working through the OB. It is still in practice mode (consolidation). The more blue volume the more practice the closer it is to performance mode (trend)" [X Link](https://x.com/ccahsatan/status/1976456472814027212) 2025-10-10T01:15Z [---] followers, [---] engagements "@JKeynesAlpha $SPDR" [X Link](https://x.com/ccahsatan/status/1977493916472738134) 2025-10-12T21:57Z [---] followers, [--] engagements "$AIRJ has been basing since April. Lots of accumulation. This could go. Lets see" [X Link](https://x.com/ccahsatan/status/1978613734940581932) 2025-10-16T00:07Z [---] followers, [---] engagements "@TheRonnieVShow $AIRJ $DUOL $SPGR" [X Link](https://x.com/ccahsatan/status/1978614288521494607) 2025-10-16T00:09Z [---] followers, [----] engagements "@DeepValueBagger $AMZN is not just selling books anymore $TSLA wont just be a car company for long. Thinking $DUAL is just a language learning platform is narrow thinking" [X Link](https://x.com/ccahsatan/status/1980617018454753403) 2025-10-21T12:47Z [---] followers, [---] engagements "$CRNC Technology Breakthrough (9/10): Cerences xUI and CaLLM platforms combine multimodal contextual AI with automotive-grade reliabilityarguably the most advanced human-machine interface in cars today. Timing / Macro Fit (8/10): Perfectly timed for the auto industrys shift toward LLM and agentic AI though macro softness in vehicle production limits near-term upside. Market Focus (9/10): Deep penetration (52% of global car production) within a niche marketautomotive AImakes Cerence the dominant voice OS for mobility. Team / Execution (8/10): Under ex-Intel CEO Brian Krzanich Cerence is" [X Link](https://x.com/ccahsatan/status/1982968172425687233) 2025-10-28T00:30Z [---] followers, [---] engagements "$BTC The Neurons of Earth Bitcoin eats electrons. At first glance it seems wasteful a digital ghost burning real-world fire. But that I think is the point. Its not a flaw; its a feature. Each watt consumed each flicker of electricity turned into proof is a bridge between matter and meaning. For the first time information has a metabolic cost. Bitcoin proved that even in the digital realm truth must be paid for in energy. And now the miners have evolved. Theyve become data centers sprawling fields of silicon neurons devouring more electrons than any blockchain ever could. The planet hums with" [X Link](https://x.com/ccahsatan/status/1983342922004041978) 2025-10-29T01:19Z [---] followers, [--] engagements "$DUOL vs LLM Functional Layer What They Each Do Duolingo is a structured curriculum engine. It breaks languages into gamified bite-sized lessons optimizes for motivation and scaffolds progression. Its a teacher. ChatGPT on the other hand is a conversational intelligence. It can simulate dialogue in any language adjust difficulty and explain grammar naturally in context. Its a fluent conversation partner. They address different cognitive modes: Duolingo trains pattern and repetition (the muscle memory of language). ChatGPT develops context and improvisation (the living use of language). The" [X Link](https://x.com/ccahsatan/status/1983543506061623775) 2025-10-29T14:36Z [---] followers, [----] engagements "Quantum-efficient cognition rather than thermodynamic proof $BTC $ETH $MSTR $IONQ $CCCX These two fundamentally different logics of reality are now beginning to overlap: Thermodynamic proof the paradigm Bitcoin embodies.Value is anchored in energy expenditure. Trust is created by irreversible work: proof-of-work burns energy to make falsification physically impossible. Its worldview: truth = cost; permanence = heat. Quantum-efficient cognition the paradigm emerging from quantum computing neuromorphic AI and entanglement-based networks. Value is anchored in coherence rather than consumption." [X Link](https://x.com/ccahsatan/status/1983873879673073952) 2025-10-30T12:29Z [---] followers, [---] engagements "$FEIM vs $CCCX on Quantum Sensing What is Quantum Sensing Quantum sensing uses the ultra-sensitive properties of quantum states (such as superposition and entanglement) in particles like atoms ions or photons to detect extremely small signals magnetic fields gravitational changes time/frequency shifts etc far beyond classical sensors. In more practical terms a quantum sensor might detect slight magnetic field changes (NV-diamond magnetometers) or measure timing and frequency with atomic precision (atomic clocks) or detect inertial changes for navigation where GPS is unavailable. Why it" [X Link](https://x.com/ccahsatan/status/1984259521338888530) 2025-10-31T14:01Z [---] followers, [---] engagements "$TE T1 Energy Domestic solar manufacturing platform built to anchor the AI power super-cycle and U.S. energy security. [--]. Technology Breakthrough T1 is commercializing U.S.-made high-efficiency TOPCon solar modules while developing an integrated domestic supply chain (polysilicon wafers cells modules). Its differentiator is process innovation: a compliance-by-design architecture that meets Section 45X and FEOC standards while remaining price-competitive with importseffectively an IRA-optimized manufacturing platforms. Policy-aligned tech stack enabling U.S. on-shoring at scale. [--]. Timing /" [X Link](https://x.com/ccahsatan/status/1985004466966249968) 2025-11-02T15:21Z [---] followers, [---] engagements "$ABAT American Battery Technology Company (ABAT) ABAT remains one of few U.S. companies vertically integrating battery recycling and lithium refining but DOE funding loss re-introduces execution and financing risk. [--]. Technology Breakthrough ABATs dual-platform modelclosed-loop battery recycling and primary lithium extraction from claystoneremains technologically differentiated. Its proprietary hydrometallurgical process can refine spent batteries and claystone directly into battery-grade lithium hydroxide with low waste. However DOEs termination of one lithium-hydroxide grant introduces" [X Link](https://x.com/ccahsatan/status/1985029088248058273) 2025-11-02T16:59Z [---] followers, [----] engagements "$BKSY BlackSky has graduated from startup to scaling analytics provider. The path to profit depends on expanding high-margin Spectra subscriptions and monetizing AI data products. [--]. Technology Breakthrough BlackSkys edge is its Gen-3 high-revisit imaging constellation (hourly global coverage) + AI-fused analytics. The breakthrough isnt raw optics (0.8 m GSD vs Maxar [---] m) but its near-real-time data pipeline automated change-detection AI and continuous imagery-analytics fusion. This system converts multi-spectral imagery into actionable intelligence in [--] minutes from task to delivery." [X Link](https://x.com/ccahsatan/status/1985335171449503848) 2025-11-03T13:16Z [---] followers, [---] engagements "$CYRX Cryoport Inc. Cryoport is a compelling infrastructure pick for the cell & gene therapy supply chain. They are well positioned in a high-growth niche with a clear value proposition and strong execution to date. [--]. Technology Breakthrough Cryoport has developed a purpose-built cold-chain logistics and biostorage platform for cell & gene therapies: specialized shipping systems (cryogenic ultra-cold) proprietary sensors and monitoring integrated biostorage (IntegriCell) and global orchestration. They are enabling vital infrastructure rather than inventing the therapies themselves. Their" [X Link](https://x.com/ccahsatan/status/1985463531332891032) 2025-11-03T21:46Z [---] followers, [---] engagements "$CXDO Crexendo is quietly evolving into the AI-augmented telecom OS for SMBs. [--]. Technology Breakthrough Crexendos acquisition of NetSapiens transformed it from a legacy telecom into a software-defined cloud communications platform (UCaaS / CCaaS / CPaaS). Its differentiators include: Session-based billing (vs. per-seat competitors like Cisco BroadSoft). Open API architecture supporting third-party AI integrations. AI-native modules: Voice AI Studio sentiment-aware call recording and the new Kairo AI receptionist. The upcoming Version [--] / Project Horizon re-imagines user interaction and" [X Link](https://x.com/ccahsatan/status/1986155961950871904) 2025-11-05T19:37Z [---] followers, [---] engagements "$RUN Sunrun Inc. Sunrun has significantly shifted gearsfrom growth-at-all-costs rooftop installer to a scaled platform with improving unit economics and better cash-flow potential. The business is transitioning into a distributed energy network operator rather than just solar panel installer. [--]. Technology Breakthrough Sunrun has evolved from a simple rooftop solar provider into a distributed energy platform offering solar + storage + load management across [--] million homes. Key innovation: high storage-attach rate (70% in Q2 2025) and increasing grid-service potential. Virtual Power Plant" [X Link](https://x.com/ccahsatan/status/1986894613857399287) 2025-11-07T20:32Z [---] followers, [---] engagements "$TECK Teck Resources (TECK) Teck Resources is transitioning from a builder to a cash-generative copper powerhouse. With QB2 fully online QB3 advancing and capex tapering free cash flow is set to surge just as copper deficits deepen. The firms low-carbon ESG credentials digital operating model and rock-solid balance sheet make it one of the strongest Western copper exposures heading into [--------]. [--]. Resource Quality Tecks Quebrada Blanca Phase [--] (QB2) and future QB3 assets form one of the worlds largest longest-life copper systems. Ore grades average [---] % Cu with molybdenum by-product" [X Link](https://x.com/ccahsatan/status/1987649466057347399) 2025-11-09T22:32Z [---] followers, [---] engagements "$SEZL Sezzle Inc. Summary Sezzle is evolving from a BNPL operator to a profitable data-driven neobank for the underbanked. Its balance of ethical credit philosophy AI underwriting and capital efficiency makes it one of the few fintechs scaling responsibly post-BNPL shakeout. Technology Breakthrough Sezzles proprietary responsible credit decisioning engine integrates alternative data and behavioral analytics to assess subprime and near-prime borrowers in milliseconds. Its Sezzle Up platform now behaves as a hybrid BNPL + revolving credit model bridging the gap between fintech lending and" [X Link](https://x.com/ccahsatan/status/1987710279619400040) 2025-11-10T02:33Z [---] followers, [---] engagements "$ZETA Zeta Global Holdings Corp. Summary Zeta Global has evolved from an ad-tech survivor into a true enterprise AI marketing platform. Its combination of proprietary data scalable SaaS delivery and profitability discipline gives it rare leverage among AI-software mid-caps. With accelerating margins strong free cash flow and expanding AI tools (ZOE + predictive orchestration) Zeta is positioned as the Salesforce of the AI-era for marketing intelligencea high-quality compounding platform likely to benefit from the ongoing shift toward first-party data and AI-driven personalization. Technology" [X Link](https://x.com/ccahsatan/status/1987939246573764710) 2025-11-10T17:43Z [---] followers, [---] engagements "$HAL wins big if Venezuela's oil becomes bankable. As a top oilfield services company they'd likely get juicy contracts for drilling extraction and heavy crude processing in Venezuela's Orinoco Belt. With U.S. pressure opening doors Halliburton could pocket billions in service fees especially if regime change or a deal brings American firms back in. It's all about who gets to tap those [---] billion barrels first. https://twitter.com/i/web/status/1988110785067749395 https://twitter.com/i/web/status/1988110785067749395" [X Link](https://x.com/ccahsatan/status/1988110785067749395) 2025-11-11T05:05Z [---] followers, [---] engagements "$JOBY Joby Aviation Inc. Summary Joby stands as the clear frontrunner in the eVTOL revolutionakin to Tesla in [----] for EVs. Its technical lead FAA progress and DoD revenue de-risk the path to commercialization. While still loss-making the companys cash reserves and manufacturing maturity place it far ahead of Archer (ACHR) Lilium (LLM) and Vertical (VTOL). Technology Breakthrough Jobys proprietary eVTOL (electric vertical take-off and landing) aircraft represents one of the most advanced aerospace electrification platforms globally. It integrates a six-tilt-rotor design proprietary" [X Link](https://x.com/ccahsatan/status/1988387443117056418) 2025-11-11T23:24Z [---] followers, [---] engagements "$AMPL Amplitude Summary Amplitude is one of the few post-pandemic SaaS companies to transition from growth-at-all-costs to profitable AI-driven scaling. Its strong PLG analytics foundation expanding enterprise adoption and deep integration into the modern data stack give it a durable moat. Technology Breakthrough Amplitude pioneered the Digital Analytics Platform (DAP) category integrating product analytics experimentation and customer journey insights under a single event-driven data model. Its core differentiatorBehavioral Graph + Ampli SDK + Experiment APIallows teams to move beyond" [X Link](https://x.com/ccahsatan/status/1988649324557783131) 2025-11-12T16:45Z [---] followers, [---] engagements "$IONQ IonQ Technology Breakthrough IonQs trapped-ion quantum architecture remains one of the highest-fidelity approaches in the industry. Q3 [----] highlights: #AQ [--] nodes achieved targeting #AQ [--] in [----] Demonstrated quantum networking + quantum sensing roadmap Integrated photonic tech + ion transport breakthroughs This is a true physics-level breakthrough platform validated by Fortune-500 demand and US government partnerships. Timing / Macro Fit Quantum is entering the first wave of commercialization: [--------] = enterprise PoCs government adoption (DoD DHS DOE) [--------] = commercial" [X Link](https://x.com/ccahsatan/status/1989026662369935739) 2025-11-13T17:44Z [---] followers, [---] engagements "$WRBY Warby Parker (WRBY) Summary: Warby Parker is a high-quality scalable brand-driven consumer retailer with one of the strongest omnichannel models in specialty retail. Their operational innovation and customer acquisition engine remain best-in-class. The business is not tech-hypergrowth but it is durable profitable and improving structurally. Business Model & Operational Innovation Warby Parker continues to demonstrate strong operational innovation with its vertically integrated model combining in-house design manufacturing oversight e-commerce and an expanding retail footprint. They" [X Link](https://x.com/ccahsatan/status/1989119052468359671) 2025-11-13T23:51Z [---] followers, [---] engagements "$AMPG AmpliTech Group Summary AmpliTech Group is transitioning from a niche RF components maker into a U.S.-based secure ORAN 5G systems company with breakthrough RF technology quantum-ready cryogenic amplifiers and a validated pipeline of meaningful LOIs. They are: growing 150% YoY at positive EBITDA targeting profitability in [----] building a defensible U.S. telecom infrastructure position benefiting from de-globalization and national security mandates AMPG is a classic early-stage inflection story: validated tech + strong macro + early customers + manufacturing scale-up. Technology" [X Link](https://x.com/ccahsatan/status/1989365152576070061) 2025-11-14T16:09Z [---] followers, [---] engagements "$KVYO Klaviyo Technology Breakthrough Klaviyos breakthrough is not deep tech but a vertically specialized CDP + marketing automation engine tightly coupled with Shopify and e-commerce merchants. Key differentiation: Real-time event ingestion + segmentation at massive scale. Industry-leading deliverability and attribution tools. Superior ease of use vs. Adobe / Salesforce Marketing Cloud. AI-powered Klaviyo AI for automated campaigns and predictive segments. First-party data decisioning engine increasingly critical in a cookieless world. Not a science breakthrough but a category-defining" [X Link](https://x.com/ccahsatan/status/1990529297732231572) 2025-11-17T21:15Z [---] followers, [---] engagements "$SES SES AI Summary SES AI is one of the most credible Li-metal battery companies in the world with unmatched OEM relationships and strong IP. The main risk is the typical battery-scale-up valley of death between A-samples and commercial lines but if SES crosses it the upside is enormous. Technology Breakthrough SES is the global leader in Li-metal batteries using its proprietary Core / Gemini hybrid Li-metal anode system. They remain the only company to ship A-sample Li-metal cells to multiple global OEMs including GM Hyundai Honda and Geely. Their technologyhigh-energy semi-solid Li-metalis" [X Link](https://x.com/ccahsatan/status/1990830630830064068) 2025-11-18T17:13Z [---] followers, [----] engagements "$REGN Summary Regeneron is effectively the NVIDIA of biologics a platform company whose technology (VelociSuite) continuously generates new drug franchises. It combines best-in-class science with best-in-class execution enabling it to scale multiple mega-blockbusters at once. Its oncology immunology and ophthalmology franchises provide multi-decade revenue durability while genetic medicine partnerships expand the future TAM. [--]. Technology Breakthrough Regeneron continues to be one of the deepest scientific engines in biotech: VelociSuite platforms for antibody discovery and generation" [X Link](https://x.com/ccahsatan/status/1991278375990681944) 2025-11-19T22:52Z [---] followers, [---] engagements "AI / Data Flywheel * Application: Omnicell One uses predictive intelligence to manage inventory levels predict stockouts and detect drug diversion (theft). * Status: It is an "AI-enabled" industrial tool rather than an AI-native company like SES. The data advantage is real (millions of medication dispensing events) but it supports the hardware rather than replacing it. Production Phase * Status: Mature / Transformation. * Scale: On track for $1.18 billion in annual revenue for [----]. They are fully scaled and are now optimizing for recurring revenue and software margins. Interpretation: *" [X Link](https://x.com/ccahsatan/status/1992329239350087841) 2025-11-22T20:28Z [---] followers, [--] engagements "$IRTC iRhythm Technology / Product Edge * Core Product: The Zio service (Zio XT Zio Monitor Zio AT). It replaces the bulky wired 24-hour Holter monitor with a small wire-free water-resistant wearable patch that can record for up to [--] days. * The "Real" Tech: The hardware is good but the Deep Learned Algorithm is the edge. iRhythm processes huge volumes of ECG data that no human could efficiently analyze. Their AI detects arrhythmias with clinical-grade accuracy which is then verified by certified technicians. * Differentiation: It turns a "snapshot" (24 hours) into a "movie" (14 days)" [X Link](https://x.com/ccahsatan/status/1992338275378311195) 2025-11-22T21:03Z [---] followers, [--] engagements "$GKOS Glaukos Corporation Technology / Product Edge * Core Innovation: Glaukos invented the MIGS (Micro-Invasive Glaucoma Surgery) category with the iStent. * The "New" Edge: The game-changer is iDose TR a micro-implant that continuously releases medication inside the eye for up to [--] years solving the massive problem of patient non-compliance with daily eye drops. * Recent Win: The FDA approval of Epioxa (October 2025) for keratoconus adds a second "first-in-class" platform solidifying their lead in corneal health. Timing / Macro Fit * Demographics: Glaucoma prevalence rises with age; the" [X Link](https://x.com/ccahsatan/status/1992342641514565649) 2025-11-22T21:21Z [---] followers, [--] engagements "$ORGO Organogenesis Holdings Inc. Technology / Product Edge * Core Innovation: ORGOs competitive edge lies in its proprietary line of biological and cellular wound care products (biologics). The products which include specialized skin substitutes are designed to heal chronic wounds which is a key challenge in an aging high-diabetic population. * Platform Expansion: The company focuses on two main segments: Advanced Wound Care (AWC) which makes up the vast majority of revenue and the higher-growth Surgical & Sports Medicine (SSM) division. SSM products grew 25% Y/Y in Q3 demonstrating" [X Link](https://x.com/ccahsatan/status/1993385852714483831) 2025-11-25T18:26Z [---] followers, [---] engagements "$GSIT GSI Technology Inc. (GSIT) is best characterized as a "Deep-Tech Platform Pivot." It is an established semiconductor company that is strategically leveraging its core expertise in high-performance memory to enter the high-growth Artificial Intelligence (AI) hardware market with a proprietary disruptive chip architecture. [--]. Technology / Product Edge GSIT's core innovation is the Gemini-II Associative Processing Unit (APU) which is built on a proprietary Compute-in-Memory (CIM) architecture. This design offers a distinct advantage over traditional GPU architectures for certain AI" [X Link](https://x.com/ccahsatan/status/1993414310627098738) 2025-11-25T20:19Z [---] followers, [---] engagements "$BTC/$GOLD. Could bounce now and hit resistance at $101k then down we go again" [X Link](https://x.com/ccahsatan/status/1995710013851988465) 2025-12-02T04:22Z [---] followers, [--] engagements "@801010athlete FCG OIH IHI SLV 15% of portfolio each" [X Link](https://x.com/ccahsatan/status/1996572866498658335) 2025-12-04T13:30Z [---] followers, [---] engagements "$SWBI SWBI: The Veteran Manufacturer Running an Innovation Playbook 1/ The Play: Smith & Wesson Brands ($SWBI) isn't a startup but its Q2 '26 execution is textbook. The focus is on innovation to drive growth and profitability not market size alone. New products generated nearly 40% of sales. 2/ Product Edge: By emphasizing new launches they achieved a 3.5% increase in Average Selling Prices (ASPs) and gained market share in their core Handgun segment (sell-through up 7.7%). This shows pricing power fueled by attractive products successfully fighting margin compression. 3/ Execution:" [X Link](https://x.com/ccahsatan/status/1997349857456001259) 2025-12-06T16:58Z [---] followers, [--] engagements "$SYM Symbotic ($SYM): The AI/Robotics Giant with a $22.5 Billion Head Start 1/ The Play: $SYM is the definition of a hypergrowth AI-first disruptor. Their core technologyan AI-powered robotic system that automates entire warehousesis perfectly timed to solve the massive complexity of modern omnichannel retail. 2/ The Moat: Their moat is essentially proprietary AI IP and the enormous $22.5 BILLION backlog of multi-year contracts largely from Walmart. This backlog gives them visibility and scale that no competitor can match. They've also expanded the moat with BreakPack for e-commerce" [X Link](https://x.com/ccahsatan/status/1997358654589223258) 2025-12-06T17:33Z [---] followers, [---] engagements "Dr. Castellano just published an article on $GSIT. https://open.substack.com/pub/drrobertcastellano/p/gsi-technology-2025-the-moonshotr=5hbs8&utm_medium=ios $GSIT GSI Technology Inc. (GSIT) is best characterized as a "Deep-Tech Platform Pivot." It is an established semiconductor company that is strategically leveraging its core expertise in high-performance memory to enter the high-growth Artificial Intelligence (AI) hardware https://open.substack.com/pub/drrobertcastellano/p/gsi-technology-2025-the-moonshotr=5hbs8&utm_medium=ios $GSIT GSI Technology Inc. (GSIT) is best characterized as a" [X Link](https://x.com/ccahsatan/status/1998266985814352207) 2025-12-09T05:42Z [---] followers, [---] engagements "StepStone ($STEP) is operating as a high-growth financial technology and services company that is aggressively digitizing and democratizing private markets. Its core strengths lie in the scalability and stickiness of its business model powered by its proprietary data/technology which is translating into superior commercial traction. The company is successfully navigating industry headwinds (low distributions) by focusing on its Core Fee-Related Earnings and leveraging its Private Wealth platform which is currently delivering startup-level growth with sophisticated institutional-grade" [X Link](https://x.com/ccahsatan/status/1998778262151930007) 2025-12-10T15:34Z [---] followers, [--] engagements "Alphatec ($ATEC) is performing like an elite growth company in a mature MedTech sector. Its strength is derived from a clear differentiated strategy of procedural innovation (PTP) over commodity product sales. The management execution and commercial traction are exceptional driving consistent market share gains and delivering rapid revenue growth. ATEC's main challenge is its high valuation which demands continued flawless execution and a path toward sustained GAAP profitability to justify its premium. The company is however successfully laying a strong foundation for long-term growth by" [X Link](https://x.com/ccahsatan/status/1999169014896152967) 2025-12-11T17:26Z [---] followers, [--] engagements "$CRK in since $18.5 big retest here" [X Link](https://x.com/ccahsatan/status/1999172225182970332) 2025-12-11T17:39Z [---] followers, [---] engagements "$ASM Silver miner" [X Link](https://x.com/ccahsatan/status/2000633643602223388) 2025-12-15T18:26Z [---] followers, [---] engagements "$VFF nice 20% day. $VFF https://t.co/fg6JkKIEeN $VFF https://t.co/fg6JkKIEeN" [X Link](https://x.com/ccahsatan/status/2001664635372507304) 2025-12-18T14:43Z [---] followers, [---] engagements "$MODG capturing the pickle ball trend" [X Link](https://x.com/ccahsatan/status/2001668970542412070) 2025-12-18T15:00Z [---] followers, [--] engagements "$BBAR classic H&S breakout" [X Link](https://x.com/ccahsatan/status/2001669817900896535) 2025-12-18T15:04Z [---] followers, [--] engagements "$INOD weekly hammer" [X Link](https://x.com/ccahsatan/status/2002493175517368340) 2025-12-20T21:35Z [---] followers, [---] engagements "$RDNT weekly hammer" [X Link](https://x.com/ccahsatan/status/2002493490639626607) 2025-12-20T21:37Z [---] followers, [--] engagements "$ORCL weekly hammer with volume" [X Link](https://x.com/ccahsatan/status/2002493778402423060) 2025-12-20T21:38Z [---] followers, [--] engagements "$RDNT Weekly hammer with volume" [X Link](https://x.com/ccahsatan/status/2002494597537452134) 2025-12-20T21:41Z [---] followers, [---] engagements "$NIKL nickel miners" [X Link](https://x.com/ccahsatan/status/2008023437911138802) 2026-01-05T03:51Z [---] followers, [--] engagements "$TECK $TECK https://t.co/ZkGHJErnk0 $TECK https://t.co/ZkGHJErnk0" [X Link](https://x.com/ccahsatan/status/2008589673078399401) 2026-01-06T17:21Z [---] followers, [--] engagements "$ARDX so much shaking. Still in it. $ARDX https://t.co/y3slGrEiUa $ARDX https://t.co/y3slGrEiUa" [X Link](https://x.com/ccahsatan/status/2008915579306967498) 2026-01-07T14:56Z [---] followers, [---] engagements "$ARDX TP $ARDX so much shaking. Still in it. $ARDX so much shaking. Still in it" [X Link](https://x.com/ccahsatan/status/2009281646332104963) 2026-01-08T15:10Z [---] followers, [---] engagements "$CODA Volume picking up" [X Link](https://x.com/ccahsatan/status/2009284959056400619) 2026-01-08T15:23Z [---] followers, [---] engagements "@donnelly_brent @labubu_trader AUD also benefits from commodity uptrend" [X Link](https://x.com/ccahsatan/status/2014888636861309411) 2026-01-24T02:31Z [---] followers, [----] engagements "Current thoughts: [--]. Attacks on Iran and Venezuela are indirect attack on Chinas energy source priced in CNY to remove threat on US reserve status. [--]. Resources (rare earth nuclear metals) will continued to be stockpiled by individual countries. [--]. Arctic trade route traffic will increase due to ice melting around Greenland and the arctic. [--]. Growth will underperform value which are concentrated in SMID companies. [--]. AUD and CAD will outperform USD from commodity uptrend. [--]. We are in the last stage of bull market (blow off top) where commodity outperforms bonds and stocks." [X Link](https://x.com/ccahsatan/status/2015520200699920408) 2026-01-25T20:20Z [---] followers, [---] engagements "$RBLX [--]. RSI and VRSI divergence [--]. Volume increase on green candles [--]. Swept last low u&g" [X Link](https://x.com/ccahsatan/status/2015853659079180752) 2026-01-26T18:25Z [---] followers, [---] engagements "$LMND low volume retest on breakout" [X Link](https://x.com/ccahsatan/status/2015855803295519135) 2026-01-26T18:34Z [---] followers, [--] engagements "$THR Thermon Group ($THR) is a legacy industrial company successfully pivoting into Data Centers & IIoT. 1/4: THE BIG PICTURE They're not just selling heat trace anymore. They're leveraging thermal expertise to capture [--] massive trends: ✅ AI Data Centers (Liquid Cooling) ✅ Industrial Electrification ✅ Reshoring 2/4: THE PRODUCT & EXECUTION Their internal "startup" focused on Data Centers is moving at blistering speed: * Product: Launched Poseidon Liquid Load Banks a certified high-density hardware/software hybrid. * Speed: Went from Prototype rightarrow First Order (20 units) in under 4" [X Link](https://x.com/ccahsatan/status/1996672096697831897) 2025-12-04T20:04Z [---] followers, [---] engagements "@marcAkriss Nothing much has changed for $PPLT and $PALL" [X Link](https://x.com/ccahsatan/status/2021787145887727718) 2026-02-12T03:23Z [---] followers, [---] engagements "Trading is very much similar to the scientific method. Most experiments fail many published scientific papers turn out to be wrong. But you only need a small percentage of wins to move the whole forward" [X Link](https://x.com/ccahsatan/status/2023082854125625738) 2026-02-15T17:11Z [---] followers, [--] engagements "$SMWB coming back to low volume retest from high volume breakout. TP [----] SL 8.1" [X Link](https://x.com/ccahsatan/status/1976458241149431985) 2025-10-10T01:22Z [---] followers, [--] engagements "$IONR [--]. Technology Breakthrough Ioneers Rhyolite Ridge process enables co-production of lithium carbonate + boric acid from a single ore body using a proprietary acid-leach/evaporation system. Unlike brine evaporation or hard-rock spodumene routes it achieves dual-commodity extraction at lower reagent cost and water use. Technically validated by Fluor and Bechtel studies; not a new chemistry but a major operational innovation in integrated critical-minerals refining. [--]. Timing Lithium demand from EVs + grid storage remains tight through [----] while boron gains strategic value as a" [X Link](https://x.com/ccahsatan/status/1983576724731527423) 2025-10-29T16:48Z [---] followers, [---] engagements "$DRSHF Droneshield [--]. Technology Breakthrough DroneShields proprietary RF-AI fusion platform represents a real engineering breakthrough. It can identify and defeat drones by analyzing radio-frequency signatures using machine-learning classifiers running on edge devices. The companys RFAI-ATK and DroneSentry-C2 systems combine radar optical and jamming layers under one unified command stack. All IP is developed in-house refreshed continuously and updated through OTA software cycles. [--]. Timing / Macro Fit Perfect timing. The global proliferation of drones in modern conflict (Ukraine Middle East" [X Link](https://x.com/ccahsatan/status/1983933440257875974) 2025-10-30T16:26Z [---] followers, [---] engagements "$RIVN Rivian Automotive Summary Rivian now stands as the most credible independent EV challenger to Tesla in North America blending high-end engineering brand differentiation and an emerging AI/robotics advantage. Its [----] R2 launch will determine whether it becomes a scalable AI-defined automaker or remains a premium niche. [--]. Technology Breakthrough Rivians edge remains its vertically integrated EV + software + AI autonomy platform. Custom drive units and 4680-class cylindrical cells improve density and manufacturability. Fully in-house OS OTA pipeline and autonomy stack trained via its" [X Link](https://x.com/ccahsatan/status/1986218787444556025) 2025-11-05T23:47Z [---] followers, [---] engagements "$MDXG MiMedx Group Summary MiMedx now stands as a profitable regulatory-validated regenerative-biologics platform with the strongest financial profile in its segment. The company is well positioned to consolidate market share as reimbursement tightens and less compliant competitors fade. If it layers AI-driven clinical insight and expands international distribution MiMedx could evolve into the Intuitive Surgical of biologic healing within five years. [--]. Technology Breakthrough MiMedxs proprietary placental-derived regenerative biologics remain best-in-class. Core dHACM process preserves 200" [X Link](https://x.com/ccahsatan/status/1986488991210693087) 2025-11-06T17:40Z [---] followers, [---] engagements "$TNDM Tandem Diabetes Care Summary Tandem remains a strong startup-turned-scale story in med-tech. It has positioned itself well with advanced automation hardware + software and a data ecosystem. The primary risks: slower growth than hoped hardware production ramp and monetizing the data layer. The key catalysts: t:slim X3 launch broader CGM/algorithm upgrades and international expansion. [--]. Technology Breakthrough The next-gen t:slim X3 pump coupled with the Control-IQ+ algorithm and broader CGM compatibility (including Bac-Sensor & Libre integration on upgrade roadmaps) positions Tandem at" [X Link](https://x.com/ccahsatan/status/1987256694775116147) 2025-11-08T20:31Z [---] followers, [---] engagements "$PTRN Pattern Group [--]. Technology Breakthrough AI-driven marketplace OS that optimizes listings dynamic pricing ad spend/ROAS inventory placement and multi-channel compliance across Amazon Walmart Temu TikTok Shop etc. Edge is orchestration (not a single model) + data from many brands/markets. 2.Timing / Macro Fit E-commerce ad costs remain elevated; brands need profitable growth and channel control; cross-border and alt-marketplaces (e.g. TikTok Shop) are scaling. Strong secular tailwinds. [--]. Beachhead / Big Share in a Small Market. Beachheads: (a) global Amazon 1P3P transitions (b)" [X Link](https://x.com/ccahsatan/status/1987605884285935885) 2025-11-09T19:39Z [---] followers, [---] engagements "$STN Stantec Stantec ranks as an elite low-risk high-recurring global infrastructure compounder. Scope of Infrastructure Exposure Stantec is one of the most diversified engineering & design firms globally: Water transportation buildings environmental services energy & resources community development. Exposure across North America UK Middle East Australia. Wins tend to be highly recurring: municipal water engineering upgrades federal flood programs transportation planning. Contract Visibility & Backlog Quality Record backlog: $9.2B+ (from Q3 [----] call). Mix is heavily government/municipal" [X Link](https://x.com/ccahsatan/status/1990432522786816118) 2025-11-17T14:51Z [---] followers, [---] engagements "$GCT GigaCloud Technology is a strong operator has clear moat high efficiency and deeply advantaged niche logistics tech. Technology Breakthrough GCTs GigaCloud Marketplace is not a traditional ecommerce site; its a B2B end-to-end logistics + marketplace + warehousing + fintech stack built for bulky goods. Key strengths: Integrated global logistics + cross-border fulfillment GigaCloud Fulfillment-as-a-Service (FaaS) Proprietary data-driven inventory + routing algorithms Ability to onboard manufacturers and deliver directly to end-retailers Not deep-tech but operationally very advanced with" [X Link](https://x.com/ccahsatan/status/1990437091201683885) 2025-11-17T15:09Z [---] followers, [---] engagements "$IPX 50% off from the high. Good RR here would love to get more at $23. https://t.co/dhIOtcBbzn https://t.co/dhIOtcBbzn" [X Link](https://x.com/ccahsatan/status/1991292183912014068) 2025-11-19T23:47Z [---] followers, [---] engagements "$OMCL Omnicell Inc. (OMCL) Technology / Product Edge * Core Edge: Omnicell does not just sell "cabinets"; it sells the infrastructure of medication management. Its product suite (XT Series IVX Station XR2 Robotics) automates the most dangerous and labor-intensive parts of hospital pharmacy operations. * Pivot: The shift from hardware to "Intelligent Medication Management" is the key driver. They are integrating connected devices with cloud-native platforms like OmniSphere and Omnicell One moving from "storage" to "optimization". * Differentiation: While competitors like BD (Pyxis) exist" [X Link](https://x.com/ccahsatan/status/1992328068036432227) 2025-11-22T20:23Z [---] followers, [---] engagements "$SIBN SI-BONE is a Category Creator. They identified a specific clinical problem (Sacroiliac joint pain) that was largely ignored or misdiagnosed and built a dedicated procedure to solve it. Technology / Product Edge * Core Innovation: The iFuse Implant System. Its patented triangular shape (as opposed to a round screw) prevents rotation and promotes bone fusion (3x more surface area). * Platform Expansion: They aren't just a "one-trick pony" anymore. They have successfully launched iFuse TORQ (for pelvic trauma/fractures) and iFuse Bedrock Granite (for adult spinal deformity) expanding their" [X Link](https://x.com/ccahsatan/status/1992350012798390629) 2025-11-22T21:50Z [---] followers, [---] engagements "$NVA Nova Minerals ($NVA) is one of the most uniquely positioned mining stocks right now. 1/4: THE $43.4M DPA MOAT $NVA is developing a Tier [--] Gold deposit and the Antimony asset critical to U.S. national security. The U.S. Department of War (DoD) awarded them $43.4 Million in DPA funding to build the first fully integrated U.S. antimony supply chain (mining to military-grade refined product). This is a Geopolitical Moat and massive validation of the project's quality. 2/4: NON-DILUTIVE FUNDING The DoD funding is non-dilutive capital being injected to accelerate the Antimony beachhead" [X Link](https://x.com/ccahsatan/status/1996999802681229445) 2025-12-05T17:47Z [---] followers, [---] engagements "$BORR https://x.com/i/grok/share/FsfDjFUugJclo9OOjzLfzlrfm https://x.com/i/grok/share/FsfDjFUugJclo9OOjzLfzlrfm" [X Link](https://x.com/ccahsatan/status/1998228443516064026) 2025-12-09T03:09Z [---] followers, [---] engagements "$PODD Insulet ($PODD): The Flawless Executor of Diabetes Automation 1/ The Play: $PODD is delivering one of the most compelling operational stories in MedTech. Their Omnipod [--] is the only tubeless Automated Insulin Delivery (AID) system a game-changer that has enabled them to capture significant market share globally. 2/ Execution: The team is flawless. Q3 saw beats on EPS and revenue Gross Margins rose to 72.2% and they raised full-year growth guidance (to 28%-29%). Their focus on scaling and efficiency is impeccable. 3/ The Moat: The core moat is the tubeless form factor and the proprietary" [X Link](https://x.com/ccahsatan/status/1998411915647660467) 2025-12-09T15:18Z [---] followers, [--] engagements "$PRPO Analysis: The "Anti-National Lab" Hits a Major Inflection Point Precipio Inc. has just achieved a rare and critical milestone for small-cap diagnostics: Operational Profitability. Here is the breakdown from the Q3 [----] analysis: Commercial Traction: $6.8M revenue up 30% Y/Y and 20% Q/Q. Record monthly pathology revenue. Financial Strength: First-ever positive Adjusted EBITDA ($0.5M) and positive operating cash flow ($285k). The Moat: HemeScreen technology allows community labs to bypass national giants offering faster localized results. Scalability: Infrastructure is already in place to" [X Link](https://x.com/ccahsatan/status/2007503653851054564) 2026-01-03T17:25Z [---] followers, [---] engagements "$PCG one of Bluecrests new positions" [X Link](https://x.com/ccahsatan/status/2008243497900658900) 2026-01-05T18:25Z [---] followers, [---] engagements "Many pharmaceutical companies are sitting on the 10w line. $FULC $PHAT $CRON $HRMY" [X Link](https://x.com/ccahsatan/status/2008291687013978605) 2026-01-05T21:37Z [---] followers, [---] engagements "Anterix $ATEX is currently at a powerful inflection point. Its core strength is its exclusive nationwide [---] MHz spectrum which is effectively a "beachhead" in a **$1 trillion market**. The company has moved past the heavy "defense" phase (clearing spectrum) and is now on the "offense" launching scalable high-margin services like TowerX and CatalyX. With a debt-free balance sheet and a clear path to generating $100M+ in annual cash proceeds ATEX is positioned as a uniquely disruptive asset-light infrastructure partner. The main challenge remains the pace of utility contracting and regulatory" [X Link](https://x.com/ccahsatan/status/2008627728900084137) 2026-01-06T19:52Z [---] followers, [----] engagements "$NUTX Round 2" [X Link](https://x.com/ccahsatan/status/2014079920498954408) 2026-01-21T20:57Z [---] followers, [--] engagements "$NEOV 11R booked $NEOV https://t.co/EQuGkFdIJF $NEOV https://t.co/EQuGkFdIJF" [X Link](https://x.com/ccahsatan/status/2014355070674997429) 2026-01-22T15:10Z [---] followers, [---] engagements "$ORN gonna take off 1/2 $ORN https://t.co/JpA1eC83Wt $ORN https://t.co/JpA1eC83Wt" [X Link](https://x.com/ccahsatan/status/2014369559227088939) 2026-01-22T16:08Z [---] followers, [---] engagements "$PANL: The Master of Niche Dry Bulk Logistics Pangaea Logistics is an integrated logistics powerhouse. While the rest of the industry fights over commodity rates PANL has built a defensible moat. Here is the breakdown: [--]. The Ice-Class Moat: Their specialized fleet is designed for Arctic trading. These high-barrier-to-entry routes allow them to command premium pricing that standard dry bulk carriers cant touch. [--]. Integrated Strategy: PANL manages the supply chain. By owning [--] marine terminals and providing stevedoring services they control the "first and last mile" leading to a 10% TCE" [X Link](https://x.com/ccahsatan/status/2015458217703117253) 2026-01-25T16:14Z [---] followers, [---] engagements "$PANL will be ready to traverse through the Arctic sea. https://t.co/pgFrqzvbRh https://t.co/pgFrqzvbRh" [X Link](https://x.com/ccahsatan/status/2015660624890478765) 2026-01-26T05:38Z [---] followers, [---] engagements "$BDSX: The High-Margin AI Diagnostic Leader Nearing Profitability Biodesix ($BDSX) is at a massive inflection point. With 81% gross margins and a clear path to profitability they are transforming how lung cancer is diagnosed. The Breakdown: [--]. Accelerating Revenue: Q3 revenue hit $21.8M (up 20% YoY). Lung diagnostic volumes grew to [-----] tests. [--]. The Primary Care Pivot: $BDSX is now targeting the 50% of lung nodule patients managed in primary care. Primary care test volume SURGED 75% YoY. New on-site capillary draw kits solve the patient compliance bottleneck. [--]. Path to Profitability: Gross" [X Link](https://x.com/ccahsatan/status/2016169921269432459) 2026-01-27T15:22Z [---] followers, [----] engagements "Shipping companies are breaking out $KNOP $HSHP $PANL $DSX" [X Link](https://x.com/ccahsatan/status/2016318915052208482) 2026-01-28T01:14Z [---] followers, [---] engagements "@Volume_Stocks How about these marine shipping names $KNOP $HSHP" [X Link](https://x.com/ccahsatan/status/2016320893396402442) 2026-01-28T01:22Z [---] followers, [--] engagements "$RUN [--]. Big bug and handle [--]. Swept the low [--]. Break above last high" [X Link](https://x.com/ccahsatan/status/2016534610029494548) 2026-01-28T15:31Z [---] followers, [---] engagements "$NIKL industrial metals could get all the outflow from precious metals. [--]. C&H breakout [--]. Volume confirmed breakout [--]. Retest on trend line and previous breakout" [X Link](https://x.com/ccahsatan/status/2016942450124677584) 2026-01-29T18:32Z [---] followers, [--] engagements "$RMBS Rising revenue and free cash flow with margin expansion. [--]. Gap filled retest [--]. Swing low formed with increased volume [--]. Low volume retrace stop below gap-fill" [X Link](https://x.com/ccahsatan/status/2016957694985335100) 2026-01-29T19:32Z [---] followers, [----] engagements "When consumer staples oil stocks and commodities all go up while tech and growth stocks stall we are in the last lag of bull market. Focus should be on commodities EM value not large cap growth with high valuations. Want to see whats working YTD $XLP Staples: Toothpaste paper towels shaving gel body wash condoms etc. Sorry Ass Tea is not in the list. https://t.co/zmXJdJrf5s Want to see whats working YTD $XLP Staples: Toothpaste paper towels shaving gel body wash condoms etc. Sorry Ass Tea is not in the list. https://t.co/zmXJdJrf5s" [X Link](https://x.com/ccahsatan/status/2017062939543400826) 2026-01-30T02:30Z [---] followers, [--] engagements "$PALL offers the best RR in previous metals" [X Link](https://x.com/ccahsatan/status/2018505362865832379) 2026-02-03T02:02Z [---] followers, [---] engagements "$PBW CLEAN ENERGY" [X Link](https://x.com/ccahsatan/status/2018788214816026976) 2026-02-03T20:46Z [---] followers, [--] engagements "Current environment: set your entries at where you would set your stops" [X Link](https://x.com/ccahsatan/status/2022127656683397525) 2026-02-13T01:56Z [---] followers, [--] engagements "$SOPH SOPHiA GENETICS A decentralized data-network company turning genomic analytics into a self-reinforcing AI infrastructure for clinical and BioPharma partners. [--]. Technology Breakthrough SOPHiA DDM is a multimodal AI analytics platform integrating genomic clinical and imaging data. Unlike point-solution rivals it functions as a decentralized cloud-native system connecting [---] institutions and analyzing [--] k patients per quarter. Its AI factories process real-world data at scale and feed predictive models back into clinical workflows. Proven deployed AI-driven genomics infrastructure with" [X Link](https://x.com/ccahsatan/status/1984349540947017834) 2025-10-31T19:59Z [---] followers, [---] engagements "$GRAB Grab Holdings Limited Summary Grab has transitioned from a growth-at-any-cost super-app into a disciplined AI-driven urban-services platform. Its integrated ecosystem regional regulatory advantage and massive transaction dataset make it a formidable moat in ASEANs digital economy. If execution on fintech and AI credit models continues to expand profitability without regulatory setbacks Grab could cement its role as the operating system for Southeast Asias digital economy. Technology Breakthrough Grab has evolved from a ride-hailing super-app into a unified AI-enabled logistics and" [X Link](https://x.com/ccahsatan/status/1988313709400191025) 2025-11-11T18:31Z [---] followers, [---] engagements "$GMED Globus Medical Inc. sits in the "Scale-Up Industrial MedTech" category. Like Omnicell it is a mature player but it is currently proving a massive execution thesis: the successful integration of its mega-merger with NuVasive to create a dominant spine and orthopedic powerhouse. Technology / Product Edge * Core Innovation: The Excelsius ecosystem (GPS robotics E3D imaging). This is not just hardware; its an enabling technology platform that locks surgeons into using Globus implants. * Differentiation: They are aggressively launching new products (10 new launches in Q3 alone) maintaining a" [X Link](https://x.com/ccahsatan/status/1992346583698911304) 2025-11-22T21:36Z [---] followers, [---] engagements "Great article covering the historical cause and effect of LNG flows and why America LNG industry stand to win in the next decade. $FCG https://t.co/2rrKsL17in https://t.co/2rrKsL17in" [X Link](https://x.com/ccahsatan/status/2012953876467474580) 2026-01-18T18:22Z [---] followers, [--] engagements "$FCG is still quite undervalued BREAKING: US natural gas prices extend gains to +19% on the day now on track for the biggest daily gain since October [----]. The volatility we are seeing in commodities right now is insane. https://t.co/YIBouNzKDb BREAKING: US natural gas prices extend gains to +19% on the day now on track for the biggest daily gain since October [----]. The volatility we are seeing in commodities right now is insane. https://t.co/YIBouNzKDb" [X Link](https://x.com/ccahsatan/status/2013323836742049940) 2026-01-19T18:53Z [---] followers, [---] engagements "To predict the future look for causation not patterns. - Scott Adams" [X Link](https://x.com/ccahsatan/status/2023157918023995782) 2026-02-15T22:10Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ccahsatan JCJC posts on X about ai, core, strong, platform the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence stocks cryptocurrencies finance technology brands countries automotive brands social networks currencies exchanges
Social topic influence ai, core, strong, platform, cash flow, $ardx, breakout, the most, solar, $btc
Top accounts mentioned or mentioned by @marcakriss @tetherwhale @hsakatrades @nullcharts @jkeynesalpha @theronnievshow @deepvaluebagger @801010athlete @donnellybrent @labubutrader @volumestocks
Top assets mentioned Bitcoin (BTC) Teck Resources Limited (TECK) Conflux (CFX) Strategy (MSTR) Shoals Technologies Group, Inc. (SHLS) Duolingo, Inc. (DUOL) IonQ, Inc. (IONQ) Sunrun Inc (RUN) ZetaChain (ZETA) Joby Aviation, Inc. (JOBY) Tesla, Inc. (TSLA) Omnicell Inc (OMCL) Insulet, Corp. (PODD) Step Finance (STEP) Alphatec Holdings, Inc. (ATEC) CLEAR Secure, Inc. (YOU) Radiant Capital (RDNT) Velo (VELO) Lemonade, Inc. (LMND) Roblox Corp. (RBLX) Orion Protocol (ORN) Bonk (BONK) Coinbase Global Inc. (COIN) dogwifhat (WIF) Butterfly Network, Inc. (BFLY) GE HealthCare Technologies Inc. Common Stock (GEHC) Alpha Teknova, Inc. (TKNO) Certara, Inc. (CERT) Rumble Inc. Class A Common Stock (RUM) Amazon.com, Inc. (AMZN) Ethereum (ETH) BlackSky Technology Inc. (BKSY)
Top posts by engagements in the last [--] hours
"$CFX in at 30c. SL 12H close below 29c. TP 34.7c"
X Link 2023-05-22T13:46Z [--] followers, [--] engagements
"$CFX looking great. SL 12h close below 31.5; TP 36.3c"
X Link 2023-05-23T01:28Z [--] followers, [--] engagements
"@tetherwhale @HsakaTrades $BONK is listed on Coinbase. Think $WIF"
X Link 2024-03-01T18:03Z [---] followers, [--] engagements
"$ACB [--] years building base. This one could be ready"
X Link 2025-10-03T01:21Z [---] followers, [----] engagements
"$MSTR stop hunt reclaimed with volume retest. TP $420 SL below stop hunt"
X Link 2025-10-09T00:22Z [---] followers, [---] engagements
"$BFLY Butterfly Network Summary Butterfly Network remains one of the few med-tech firms bridging hardware miniaturization and AI diagnostics at scale. Risks include competitive encroachment by GE HealthCare and Exo regulatory hurdles for autonomous AI diagnosis and slower global adoption. Technology Breakthrough Butterflys ultrasound-on-a-chip is a genuine hardware-software convergence breakthrough. Unlike traditional piezoelectric probes costing $20000 its single-probe semiconductor architecture drastically reduces cost and increases portability. The latest iQ3 handheld system adds cloud"
X Link 2025-11-11T15:46Z [---] followers, [---] engagements
"@nullcharts Isnt Chile $ECH the better play for copper"
X Link 2026-01-21T16:40Z [---] followers, [---] engagements
"$SHLS Shoals designs and manufactures electrical balance-of-system (EBOS) solutions for solar farms EV charging and now high-density power infrastructure key electrical infrastructure enabler in the AI power supply chain. Chart: Gapped above previous weekly OB in May24. Retested. TP $12.9 SL $7.25 Tech: EBOS system design (SnapN Rack plug-and-play) is an engineering advance cutting install time and cost dramatically. Timing: utility-scale renewables + AI datacenter power demand both exploding. Market: Shoals already dominates U.S. solar EBOS; expanding into EV charging and broader electrical"
X Link 2025-10-04T15:15Z [---] followers, [--] engagements
"$RUM still working through the OB. It is still in practice mode (consolidation). The more blue volume the more practice the closer it is to performance mode (trend)"
X Link 2025-10-10T01:15Z [---] followers, [---] engagements
"@JKeynesAlpha $SPDR"
X Link 2025-10-12T21:57Z [---] followers, [--] engagements
"$AIRJ has been basing since April. Lots of accumulation. This could go. Lets see"
X Link 2025-10-16T00:07Z [---] followers, [---] engagements
"@TheRonnieVShow $AIRJ $DUOL $SPGR"
X Link 2025-10-16T00:09Z [---] followers, [----] engagements
"@DeepValueBagger $AMZN is not just selling books anymore $TSLA wont just be a car company for long. Thinking $DUAL is just a language learning platform is narrow thinking"
X Link 2025-10-21T12:47Z [---] followers, [---] engagements
"$CRNC Technology Breakthrough (9/10): Cerences xUI and CaLLM platforms combine multimodal contextual AI with automotive-grade reliabilityarguably the most advanced human-machine interface in cars today. Timing / Macro Fit (8/10): Perfectly timed for the auto industrys shift toward LLM and agentic AI though macro softness in vehicle production limits near-term upside. Market Focus (9/10): Deep penetration (52% of global car production) within a niche marketautomotive AImakes Cerence the dominant voice OS for mobility. Team / Execution (8/10): Under ex-Intel CEO Brian Krzanich Cerence is"
X Link 2025-10-28T00:30Z [---] followers, [---] engagements
"$BTC The Neurons of Earth Bitcoin eats electrons. At first glance it seems wasteful a digital ghost burning real-world fire. But that I think is the point. Its not a flaw; its a feature. Each watt consumed each flicker of electricity turned into proof is a bridge between matter and meaning. For the first time information has a metabolic cost. Bitcoin proved that even in the digital realm truth must be paid for in energy. And now the miners have evolved. Theyve become data centers sprawling fields of silicon neurons devouring more electrons than any blockchain ever could. The planet hums with"
X Link 2025-10-29T01:19Z [---] followers, [--] engagements
"$DUOL vs LLM Functional Layer What They Each Do Duolingo is a structured curriculum engine. It breaks languages into gamified bite-sized lessons optimizes for motivation and scaffolds progression. Its a teacher. ChatGPT on the other hand is a conversational intelligence. It can simulate dialogue in any language adjust difficulty and explain grammar naturally in context. Its a fluent conversation partner. They address different cognitive modes: Duolingo trains pattern and repetition (the muscle memory of language). ChatGPT develops context and improvisation (the living use of language). The"
X Link 2025-10-29T14:36Z [---] followers, [----] engagements
"Quantum-efficient cognition rather than thermodynamic proof $BTC $ETH $MSTR $IONQ $CCCX These two fundamentally different logics of reality are now beginning to overlap: Thermodynamic proof the paradigm Bitcoin embodies.Value is anchored in energy expenditure. Trust is created by irreversible work: proof-of-work burns energy to make falsification physically impossible. Its worldview: truth = cost; permanence = heat. Quantum-efficient cognition the paradigm emerging from quantum computing neuromorphic AI and entanglement-based networks. Value is anchored in coherence rather than consumption."
X Link 2025-10-30T12:29Z [---] followers, [---] engagements
"$FEIM vs $CCCX on Quantum Sensing What is Quantum Sensing Quantum sensing uses the ultra-sensitive properties of quantum states (such as superposition and entanglement) in particles like atoms ions or photons to detect extremely small signals magnetic fields gravitational changes time/frequency shifts etc far beyond classical sensors. In more practical terms a quantum sensor might detect slight magnetic field changes (NV-diamond magnetometers) or measure timing and frequency with atomic precision (atomic clocks) or detect inertial changes for navigation where GPS is unavailable. Why it"
X Link 2025-10-31T14:01Z [---] followers, [---] engagements
"$TE T1 Energy Domestic solar manufacturing platform built to anchor the AI power super-cycle and U.S. energy security. [--]. Technology Breakthrough T1 is commercializing U.S.-made high-efficiency TOPCon solar modules while developing an integrated domestic supply chain (polysilicon wafers cells modules). Its differentiator is process innovation: a compliance-by-design architecture that meets Section 45X and FEOC standards while remaining price-competitive with importseffectively an IRA-optimized manufacturing platforms. Policy-aligned tech stack enabling U.S. on-shoring at scale. [--]. Timing /"
X Link 2025-11-02T15:21Z [---] followers, [---] engagements
"$ABAT American Battery Technology Company (ABAT) ABAT remains one of few U.S. companies vertically integrating battery recycling and lithium refining but DOE funding loss re-introduces execution and financing risk. [--]. Technology Breakthrough ABATs dual-platform modelclosed-loop battery recycling and primary lithium extraction from claystoneremains technologically differentiated. Its proprietary hydrometallurgical process can refine spent batteries and claystone directly into battery-grade lithium hydroxide with low waste. However DOEs termination of one lithium-hydroxide grant introduces"
X Link 2025-11-02T16:59Z [---] followers, [----] engagements
"$BKSY BlackSky has graduated from startup to scaling analytics provider. The path to profit depends on expanding high-margin Spectra subscriptions and monetizing AI data products. [--]. Technology Breakthrough BlackSkys edge is its Gen-3 high-revisit imaging constellation (hourly global coverage) + AI-fused analytics. The breakthrough isnt raw optics (0.8 m GSD vs Maxar [---] m) but its near-real-time data pipeline automated change-detection AI and continuous imagery-analytics fusion. This system converts multi-spectral imagery into actionable intelligence in [--] minutes from task to delivery."
X Link 2025-11-03T13:16Z [---] followers, [---] engagements
"$CYRX Cryoport Inc. Cryoport is a compelling infrastructure pick for the cell & gene therapy supply chain. They are well positioned in a high-growth niche with a clear value proposition and strong execution to date. [--]. Technology Breakthrough Cryoport has developed a purpose-built cold-chain logistics and biostorage platform for cell & gene therapies: specialized shipping systems (cryogenic ultra-cold) proprietary sensors and monitoring integrated biostorage (IntegriCell) and global orchestration. They are enabling vital infrastructure rather than inventing the therapies themselves. Their"
X Link 2025-11-03T21:46Z [---] followers, [---] engagements
"$CXDO Crexendo is quietly evolving into the AI-augmented telecom OS for SMBs. [--]. Technology Breakthrough Crexendos acquisition of NetSapiens transformed it from a legacy telecom into a software-defined cloud communications platform (UCaaS / CCaaS / CPaaS). Its differentiators include: Session-based billing (vs. per-seat competitors like Cisco BroadSoft). Open API architecture supporting third-party AI integrations. AI-native modules: Voice AI Studio sentiment-aware call recording and the new Kairo AI receptionist. The upcoming Version [--] / Project Horizon re-imagines user interaction and"
X Link 2025-11-05T19:37Z [---] followers, [---] engagements
"$RUN Sunrun Inc. Sunrun has significantly shifted gearsfrom growth-at-all-costs rooftop installer to a scaled platform with improving unit economics and better cash-flow potential. The business is transitioning into a distributed energy network operator rather than just solar panel installer. [--]. Technology Breakthrough Sunrun has evolved from a simple rooftop solar provider into a distributed energy platform offering solar + storage + load management across [--] million homes. Key innovation: high storage-attach rate (70% in Q2 2025) and increasing grid-service potential. Virtual Power Plant"
X Link 2025-11-07T20:32Z [---] followers, [---] engagements
"$TECK Teck Resources (TECK) Teck Resources is transitioning from a builder to a cash-generative copper powerhouse. With QB2 fully online QB3 advancing and capex tapering free cash flow is set to surge just as copper deficits deepen. The firms low-carbon ESG credentials digital operating model and rock-solid balance sheet make it one of the strongest Western copper exposures heading into [--------]. [--]. Resource Quality Tecks Quebrada Blanca Phase [--] (QB2) and future QB3 assets form one of the worlds largest longest-life copper systems. Ore grades average [---] % Cu with molybdenum by-product"
X Link 2025-11-09T22:32Z [---] followers, [---] engagements
"$SEZL Sezzle Inc. Summary Sezzle is evolving from a BNPL operator to a profitable data-driven neobank for the underbanked. Its balance of ethical credit philosophy AI underwriting and capital efficiency makes it one of the few fintechs scaling responsibly post-BNPL shakeout. Technology Breakthrough Sezzles proprietary responsible credit decisioning engine integrates alternative data and behavioral analytics to assess subprime and near-prime borrowers in milliseconds. Its Sezzle Up platform now behaves as a hybrid BNPL + revolving credit model bridging the gap between fintech lending and"
X Link 2025-11-10T02:33Z [---] followers, [---] engagements
"$ZETA Zeta Global Holdings Corp. Summary Zeta Global has evolved from an ad-tech survivor into a true enterprise AI marketing platform. Its combination of proprietary data scalable SaaS delivery and profitability discipline gives it rare leverage among AI-software mid-caps. With accelerating margins strong free cash flow and expanding AI tools (ZOE + predictive orchestration) Zeta is positioned as the Salesforce of the AI-era for marketing intelligencea high-quality compounding platform likely to benefit from the ongoing shift toward first-party data and AI-driven personalization. Technology"
X Link 2025-11-10T17:43Z [---] followers, [---] engagements
"$HAL wins big if Venezuela's oil becomes bankable. As a top oilfield services company they'd likely get juicy contracts for drilling extraction and heavy crude processing in Venezuela's Orinoco Belt. With U.S. pressure opening doors Halliburton could pocket billions in service fees especially if regime change or a deal brings American firms back in. It's all about who gets to tap those [---] billion barrels first. https://twitter.com/i/web/status/1988110785067749395 https://twitter.com/i/web/status/1988110785067749395"
X Link 2025-11-11T05:05Z [---] followers, [---] engagements
"$JOBY Joby Aviation Inc. Summary Joby stands as the clear frontrunner in the eVTOL revolutionakin to Tesla in [----] for EVs. Its technical lead FAA progress and DoD revenue de-risk the path to commercialization. While still loss-making the companys cash reserves and manufacturing maturity place it far ahead of Archer (ACHR) Lilium (LLM) and Vertical (VTOL). Technology Breakthrough Jobys proprietary eVTOL (electric vertical take-off and landing) aircraft represents one of the most advanced aerospace electrification platforms globally. It integrates a six-tilt-rotor design proprietary"
X Link 2025-11-11T23:24Z [---] followers, [---] engagements
"$AMPL Amplitude Summary Amplitude is one of the few post-pandemic SaaS companies to transition from growth-at-all-costs to profitable AI-driven scaling. Its strong PLG analytics foundation expanding enterprise adoption and deep integration into the modern data stack give it a durable moat. Technology Breakthrough Amplitude pioneered the Digital Analytics Platform (DAP) category integrating product analytics experimentation and customer journey insights under a single event-driven data model. Its core differentiatorBehavioral Graph + Ampli SDK + Experiment APIallows teams to move beyond"
X Link 2025-11-12T16:45Z [---] followers, [---] engagements
"$IONQ IonQ Technology Breakthrough IonQs trapped-ion quantum architecture remains one of the highest-fidelity approaches in the industry. Q3 [----] highlights: #AQ [--] nodes achieved targeting #AQ [--] in [----] Demonstrated quantum networking + quantum sensing roadmap Integrated photonic tech + ion transport breakthroughs This is a true physics-level breakthrough platform validated by Fortune-500 demand and US government partnerships. Timing / Macro Fit Quantum is entering the first wave of commercialization: [--------] = enterprise PoCs government adoption (DoD DHS DOE) [--------] = commercial"
X Link 2025-11-13T17:44Z [---] followers, [---] engagements
"$WRBY Warby Parker (WRBY) Summary: Warby Parker is a high-quality scalable brand-driven consumer retailer with one of the strongest omnichannel models in specialty retail. Their operational innovation and customer acquisition engine remain best-in-class. The business is not tech-hypergrowth but it is durable profitable and improving structurally. Business Model & Operational Innovation Warby Parker continues to demonstrate strong operational innovation with its vertically integrated model combining in-house design manufacturing oversight e-commerce and an expanding retail footprint. They"
X Link 2025-11-13T23:51Z [---] followers, [---] engagements
"$AMPG AmpliTech Group Summary AmpliTech Group is transitioning from a niche RF components maker into a U.S.-based secure ORAN 5G systems company with breakthrough RF technology quantum-ready cryogenic amplifiers and a validated pipeline of meaningful LOIs. They are: growing 150% YoY at positive EBITDA targeting profitability in [----] building a defensible U.S. telecom infrastructure position benefiting from de-globalization and national security mandates AMPG is a classic early-stage inflection story: validated tech + strong macro + early customers + manufacturing scale-up. Technology"
X Link 2025-11-14T16:09Z [---] followers, [---] engagements
"$KVYO Klaviyo Technology Breakthrough Klaviyos breakthrough is not deep tech but a vertically specialized CDP + marketing automation engine tightly coupled with Shopify and e-commerce merchants. Key differentiation: Real-time event ingestion + segmentation at massive scale. Industry-leading deliverability and attribution tools. Superior ease of use vs. Adobe / Salesforce Marketing Cloud. AI-powered Klaviyo AI for automated campaigns and predictive segments. First-party data decisioning engine increasingly critical in a cookieless world. Not a science breakthrough but a category-defining"
X Link 2025-11-17T21:15Z [---] followers, [---] engagements
"$SES SES AI Summary SES AI is one of the most credible Li-metal battery companies in the world with unmatched OEM relationships and strong IP. The main risk is the typical battery-scale-up valley of death between A-samples and commercial lines but if SES crosses it the upside is enormous. Technology Breakthrough SES is the global leader in Li-metal batteries using its proprietary Core / Gemini hybrid Li-metal anode system. They remain the only company to ship A-sample Li-metal cells to multiple global OEMs including GM Hyundai Honda and Geely. Their technologyhigh-energy semi-solid Li-metalis"
X Link 2025-11-18T17:13Z [---] followers, [----] engagements
"$REGN Summary Regeneron is effectively the NVIDIA of biologics a platform company whose technology (VelociSuite) continuously generates new drug franchises. It combines best-in-class science with best-in-class execution enabling it to scale multiple mega-blockbusters at once. Its oncology immunology and ophthalmology franchises provide multi-decade revenue durability while genetic medicine partnerships expand the future TAM. [--]. Technology Breakthrough Regeneron continues to be one of the deepest scientific engines in biotech: VelociSuite platforms for antibody discovery and generation"
X Link 2025-11-19T22:52Z [---] followers, [---] engagements
"AI / Data Flywheel * Application: Omnicell One uses predictive intelligence to manage inventory levels predict stockouts and detect drug diversion (theft). * Status: It is an "AI-enabled" industrial tool rather than an AI-native company like SES. The data advantage is real (millions of medication dispensing events) but it supports the hardware rather than replacing it. Production Phase * Status: Mature / Transformation. * Scale: On track for $1.18 billion in annual revenue for [----]. They are fully scaled and are now optimizing for recurring revenue and software margins. Interpretation: *"
X Link 2025-11-22T20:28Z [---] followers, [--] engagements
"$IRTC iRhythm Technology / Product Edge * Core Product: The Zio service (Zio XT Zio Monitor Zio AT). It replaces the bulky wired 24-hour Holter monitor with a small wire-free water-resistant wearable patch that can record for up to [--] days. * The "Real" Tech: The hardware is good but the Deep Learned Algorithm is the edge. iRhythm processes huge volumes of ECG data that no human could efficiently analyze. Their AI detects arrhythmias with clinical-grade accuracy which is then verified by certified technicians. * Differentiation: It turns a "snapshot" (24 hours) into a "movie" (14 days)"
X Link 2025-11-22T21:03Z [---] followers, [--] engagements
"$GKOS Glaukos Corporation Technology / Product Edge * Core Innovation: Glaukos invented the MIGS (Micro-Invasive Glaucoma Surgery) category with the iStent. * The "New" Edge: The game-changer is iDose TR a micro-implant that continuously releases medication inside the eye for up to [--] years solving the massive problem of patient non-compliance with daily eye drops. * Recent Win: The FDA approval of Epioxa (October 2025) for keratoconus adds a second "first-in-class" platform solidifying their lead in corneal health. Timing / Macro Fit * Demographics: Glaucoma prevalence rises with age; the"
X Link 2025-11-22T21:21Z [---] followers, [--] engagements
"$ORGO Organogenesis Holdings Inc. Technology / Product Edge * Core Innovation: ORGOs competitive edge lies in its proprietary line of biological and cellular wound care products (biologics). The products which include specialized skin substitutes are designed to heal chronic wounds which is a key challenge in an aging high-diabetic population. * Platform Expansion: The company focuses on two main segments: Advanced Wound Care (AWC) which makes up the vast majority of revenue and the higher-growth Surgical & Sports Medicine (SSM) division. SSM products grew 25% Y/Y in Q3 demonstrating"
X Link 2025-11-25T18:26Z [---] followers, [---] engagements
"$GSIT GSI Technology Inc. (GSIT) is best characterized as a "Deep-Tech Platform Pivot." It is an established semiconductor company that is strategically leveraging its core expertise in high-performance memory to enter the high-growth Artificial Intelligence (AI) hardware market with a proprietary disruptive chip architecture. [--]. Technology / Product Edge GSIT's core innovation is the Gemini-II Associative Processing Unit (APU) which is built on a proprietary Compute-in-Memory (CIM) architecture. This design offers a distinct advantage over traditional GPU architectures for certain AI"
X Link 2025-11-25T20:19Z [---] followers, [---] engagements
"$BTC/$GOLD. Could bounce now and hit resistance at $101k then down we go again"
X Link 2025-12-02T04:22Z [---] followers, [--] engagements
"@801010athlete FCG OIH IHI SLV 15% of portfolio each"
X Link 2025-12-04T13:30Z [---] followers, [---] engagements
"$SWBI SWBI: The Veteran Manufacturer Running an Innovation Playbook 1/ The Play: Smith & Wesson Brands ($SWBI) isn't a startup but its Q2 '26 execution is textbook. The focus is on innovation to drive growth and profitability not market size alone. New products generated nearly 40% of sales. 2/ Product Edge: By emphasizing new launches they achieved a 3.5% increase in Average Selling Prices (ASPs) and gained market share in their core Handgun segment (sell-through up 7.7%). This shows pricing power fueled by attractive products successfully fighting margin compression. 3/ Execution:"
X Link 2025-12-06T16:58Z [---] followers, [--] engagements
"$SYM Symbotic ($SYM): The AI/Robotics Giant with a $22.5 Billion Head Start 1/ The Play: $SYM is the definition of a hypergrowth AI-first disruptor. Their core technologyan AI-powered robotic system that automates entire warehousesis perfectly timed to solve the massive complexity of modern omnichannel retail. 2/ The Moat: Their moat is essentially proprietary AI IP and the enormous $22.5 BILLION backlog of multi-year contracts largely from Walmart. This backlog gives them visibility and scale that no competitor can match. They've also expanded the moat with BreakPack for e-commerce"
X Link 2025-12-06T17:33Z [---] followers, [---] engagements
"Dr. Castellano just published an article on $GSIT. https://open.substack.com/pub/drrobertcastellano/p/gsi-technology-2025-the-moonshotr=5hbs8&utm_medium=ios $GSIT GSI Technology Inc. (GSIT) is best characterized as a "Deep-Tech Platform Pivot." It is an established semiconductor company that is strategically leveraging its core expertise in high-performance memory to enter the high-growth Artificial Intelligence (AI) hardware https://open.substack.com/pub/drrobertcastellano/p/gsi-technology-2025-the-moonshotr=5hbs8&utm_medium=ios $GSIT GSI Technology Inc. (GSIT) is best characterized as a"
X Link 2025-12-09T05:42Z [---] followers, [---] engagements
"StepStone ($STEP) is operating as a high-growth financial technology and services company that is aggressively digitizing and democratizing private markets. Its core strengths lie in the scalability and stickiness of its business model powered by its proprietary data/technology which is translating into superior commercial traction. The company is successfully navigating industry headwinds (low distributions) by focusing on its Core Fee-Related Earnings and leveraging its Private Wealth platform which is currently delivering startup-level growth with sophisticated institutional-grade"
X Link 2025-12-10T15:34Z [---] followers, [--] engagements
"Alphatec ($ATEC) is performing like an elite growth company in a mature MedTech sector. Its strength is derived from a clear differentiated strategy of procedural innovation (PTP) over commodity product sales. The management execution and commercial traction are exceptional driving consistent market share gains and delivering rapid revenue growth. ATEC's main challenge is its high valuation which demands continued flawless execution and a path toward sustained GAAP profitability to justify its premium. The company is however successfully laying a strong foundation for long-term growth by"
X Link 2025-12-11T17:26Z [---] followers, [--] engagements
"$CRK in since $18.5 big retest here"
X Link 2025-12-11T17:39Z [---] followers, [---] engagements
"$ASM Silver miner"
X Link 2025-12-15T18:26Z [---] followers, [---] engagements
"$VFF nice 20% day. $VFF https://t.co/fg6JkKIEeN $VFF https://t.co/fg6JkKIEeN"
X Link 2025-12-18T14:43Z [---] followers, [---] engagements
"$MODG capturing the pickle ball trend"
X Link 2025-12-18T15:00Z [---] followers, [--] engagements
"$BBAR classic H&S breakout"
X Link 2025-12-18T15:04Z [---] followers, [--] engagements
"$INOD weekly hammer"
X Link 2025-12-20T21:35Z [---] followers, [---] engagements
"$RDNT weekly hammer"
X Link 2025-12-20T21:37Z [---] followers, [--] engagements
"$ORCL weekly hammer with volume"
X Link 2025-12-20T21:38Z [---] followers, [--] engagements
"$RDNT Weekly hammer with volume"
X Link 2025-12-20T21:41Z [---] followers, [---] engagements
"$NIKL nickel miners"
X Link 2026-01-05T03:51Z [---] followers, [--] engagements
"$TECK $TECK https://t.co/ZkGHJErnk0 $TECK https://t.co/ZkGHJErnk0"
X Link 2026-01-06T17:21Z [---] followers, [--] engagements
"$ARDX so much shaking. Still in it. $ARDX https://t.co/y3slGrEiUa $ARDX https://t.co/y3slGrEiUa"
X Link 2026-01-07T14:56Z [---] followers, [---] engagements
"$ARDX TP $ARDX so much shaking. Still in it. $ARDX so much shaking. Still in it"
X Link 2026-01-08T15:10Z [---] followers, [---] engagements
"$CODA Volume picking up"
X Link 2026-01-08T15:23Z [---] followers, [---] engagements
"@donnelly_brent @labubu_trader AUD also benefits from commodity uptrend"
X Link 2026-01-24T02:31Z [---] followers, [----] engagements
"Current thoughts: [--]. Attacks on Iran and Venezuela are indirect attack on Chinas energy source priced in CNY to remove threat on US reserve status. [--]. Resources (rare earth nuclear metals) will continued to be stockpiled by individual countries. [--]. Arctic trade route traffic will increase due to ice melting around Greenland and the arctic. [--]. Growth will underperform value which are concentrated in SMID companies. [--]. AUD and CAD will outperform USD from commodity uptrend. [--]. We are in the last stage of bull market (blow off top) where commodity outperforms bonds and stocks."
X Link 2026-01-25T20:20Z [---] followers, [---] engagements
"$RBLX [--]. RSI and VRSI divergence [--]. Volume increase on green candles [--]. Swept last low u&g"
X Link 2026-01-26T18:25Z [---] followers, [---] engagements
"$LMND low volume retest on breakout"
X Link 2026-01-26T18:34Z [---] followers, [--] engagements
"$THR Thermon Group ($THR) is a legacy industrial company successfully pivoting into Data Centers & IIoT. 1/4: THE BIG PICTURE They're not just selling heat trace anymore. They're leveraging thermal expertise to capture [--] massive trends: ✅ AI Data Centers (Liquid Cooling) ✅ Industrial Electrification ✅ Reshoring 2/4: THE PRODUCT & EXECUTION Their internal "startup" focused on Data Centers is moving at blistering speed: * Product: Launched Poseidon Liquid Load Banks a certified high-density hardware/software hybrid. * Speed: Went from Prototype rightarrow First Order (20 units) in under 4"
X Link 2025-12-04T20:04Z [---] followers, [---] engagements
"@marcAkriss Nothing much has changed for $PPLT and $PALL"
X Link 2026-02-12T03:23Z [---] followers, [---] engagements
"Trading is very much similar to the scientific method. Most experiments fail many published scientific papers turn out to be wrong. But you only need a small percentage of wins to move the whole forward"
X Link 2026-02-15T17:11Z [---] followers, [--] engagements
"$SMWB coming back to low volume retest from high volume breakout. TP [----] SL 8.1"
X Link 2025-10-10T01:22Z [---] followers, [--] engagements
"$IONR [--]. Technology Breakthrough Ioneers Rhyolite Ridge process enables co-production of lithium carbonate + boric acid from a single ore body using a proprietary acid-leach/evaporation system. Unlike brine evaporation or hard-rock spodumene routes it achieves dual-commodity extraction at lower reagent cost and water use. Technically validated by Fluor and Bechtel studies; not a new chemistry but a major operational innovation in integrated critical-minerals refining. [--]. Timing Lithium demand from EVs + grid storage remains tight through [----] while boron gains strategic value as a"
X Link 2025-10-29T16:48Z [---] followers, [---] engagements
"$DRSHF Droneshield [--]. Technology Breakthrough DroneShields proprietary RF-AI fusion platform represents a real engineering breakthrough. It can identify and defeat drones by analyzing radio-frequency signatures using machine-learning classifiers running on edge devices. The companys RFAI-ATK and DroneSentry-C2 systems combine radar optical and jamming layers under one unified command stack. All IP is developed in-house refreshed continuously and updated through OTA software cycles. [--]. Timing / Macro Fit Perfect timing. The global proliferation of drones in modern conflict (Ukraine Middle East"
X Link 2025-10-30T16:26Z [---] followers, [---] engagements
"$RIVN Rivian Automotive Summary Rivian now stands as the most credible independent EV challenger to Tesla in North America blending high-end engineering brand differentiation and an emerging AI/robotics advantage. Its [----] R2 launch will determine whether it becomes a scalable AI-defined automaker or remains a premium niche. [--]. Technology Breakthrough Rivians edge remains its vertically integrated EV + software + AI autonomy platform. Custom drive units and 4680-class cylindrical cells improve density and manufacturability. Fully in-house OS OTA pipeline and autonomy stack trained via its"
X Link 2025-11-05T23:47Z [---] followers, [---] engagements
"$MDXG MiMedx Group Summary MiMedx now stands as a profitable regulatory-validated regenerative-biologics platform with the strongest financial profile in its segment. The company is well positioned to consolidate market share as reimbursement tightens and less compliant competitors fade. If it layers AI-driven clinical insight and expands international distribution MiMedx could evolve into the Intuitive Surgical of biologic healing within five years. [--]. Technology Breakthrough MiMedxs proprietary placental-derived regenerative biologics remain best-in-class. Core dHACM process preserves 200"
X Link 2025-11-06T17:40Z [---] followers, [---] engagements
"$TNDM Tandem Diabetes Care Summary Tandem remains a strong startup-turned-scale story in med-tech. It has positioned itself well with advanced automation hardware + software and a data ecosystem. The primary risks: slower growth than hoped hardware production ramp and monetizing the data layer. The key catalysts: t:slim X3 launch broader CGM/algorithm upgrades and international expansion. [--]. Technology Breakthrough The next-gen t:slim X3 pump coupled with the Control-IQ+ algorithm and broader CGM compatibility (including Bac-Sensor & Libre integration on upgrade roadmaps) positions Tandem at"
X Link 2025-11-08T20:31Z [---] followers, [---] engagements
"$PTRN Pattern Group [--]. Technology Breakthrough AI-driven marketplace OS that optimizes listings dynamic pricing ad spend/ROAS inventory placement and multi-channel compliance across Amazon Walmart Temu TikTok Shop etc. Edge is orchestration (not a single model) + data from many brands/markets. 2.Timing / Macro Fit E-commerce ad costs remain elevated; brands need profitable growth and channel control; cross-border and alt-marketplaces (e.g. TikTok Shop) are scaling. Strong secular tailwinds. [--]. Beachhead / Big Share in a Small Market. Beachheads: (a) global Amazon 1P3P transitions (b)"
X Link 2025-11-09T19:39Z [---] followers, [---] engagements
"$STN Stantec Stantec ranks as an elite low-risk high-recurring global infrastructure compounder. Scope of Infrastructure Exposure Stantec is one of the most diversified engineering & design firms globally: Water transportation buildings environmental services energy & resources community development. Exposure across North America UK Middle East Australia. Wins tend to be highly recurring: municipal water engineering upgrades federal flood programs transportation planning. Contract Visibility & Backlog Quality Record backlog: $9.2B+ (from Q3 [----] call). Mix is heavily government/municipal"
X Link 2025-11-17T14:51Z [---] followers, [---] engagements
"$GCT GigaCloud Technology is a strong operator has clear moat high efficiency and deeply advantaged niche logistics tech. Technology Breakthrough GCTs GigaCloud Marketplace is not a traditional ecommerce site; its a B2B end-to-end logistics + marketplace + warehousing + fintech stack built for bulky goods. Key strengths: Integrated global logistics + cross-border fulfillment GigaCloud Fulfillment-as-a-Service (FaaS) Proprietary data-driven inventory + routing algorithms Ability to onboard manufacturers and deliver directly to end-retailers Not deep-tech but operationally very advanced with"
X Link 2025-11-17T15:09Z [---] followers, [---] engagements
"$IPX 50% off from the high. Good RR here would love to get more at $23. https://t.co/dhIOtcBbzn https://t.co/dhIOtcBbzn"
X Link 2025-11-19T23:47Z [---] followers, [---] engagements
"$OMCL Omnicell Inc. (OMCL) Technology / Product Edge * Core Edge: Omnicell does not just sell "cabinets"; it sells the infrastructure of medication management. Its product suite (XT Series IVX Station XR2 Robotics) automates the most dangerous and labor-intensive parts of hospital pharmacy operations. * Pivot: The shift from hardware to "Intelligent Medication Management" is the key driver. They are integrating connected devices with cloud-native platforms like OmniSphere and Omnicell One moving from "storage" to "optimization". * Differentiation: While competitors like BD (Pyxis) exist"
X Link 2025-11-22T20:23Z [---] followers, [---] engagements
"$SIBN SI-BONE is a Category Creator. They identified a specific clinical problem (Sacroiliac joint pain) that was largely ignored or misdiagnosed and built a dedicated procedure to solve it. Technology / Product Edge * Core Innovation: The iFuse Implant System. Its patented triangular shape (as opposed to a round screw) prevents rotation and promotes bone fusion (3x more surface area). * Platform Expansion: They aren't just a "one-trick pony" anymore. They have successfully launched iFuse TORQ (for pelvic trauma/fractures) and iFuse Bedrock Granite (for adult spinal deformity) expanding their"
X Link 2025-11-22T21:50Z [---] followers, [---] engagements
"$NVA Nova Minerals ($NVA) is one of the most uniquely positioned mining stocks right now. 1/4: THE $43.4M DPA MOAT $NVA is developing a Tier [--] Gold deposit and the Antimony asset critical to U.S. national security. The U.S. Department of War (DoD) awarded them $43.4 Million in DPA funding to build the first fully integrated U.S. antimony supply chain (mining to military-grade refined product). This is a Geopolitical Moat and massive validation of the project's quality. 2/4: NON-DILUTIVE FUNDING The DoD funding is non-dilutive capital being injected to accelerate the Antimony beachhead"
X Link 2025-12-05T17:47Z [---] followers, [---] engagements
"$BORR https://x.com/i/grok/share/FsfDjFUugJclo9OOjzLfzlrfm https://x.com/i/grok/share/FsfDjFUugJclo9OOjzLfzlrfm"
X Link 2025-12-09T03:09Z [---] followers, [---] engagements
"$PODD Insulet ($PODD): The Flawless Executor of Diabetes Automation 1/ The Play: $PODD is delivering one of the most compelling operational stories in MedTech. Their Omnipod [--] is the only tubeless Automated Insulin Delivery (AID) system a game-changer that has enabled them to capture significant market share globally. 2/ Execution: The team is flawless. Q3 saw beats on EPS and revenue Gross Margins rose to 72.2% and they raised full-year growth guidance (to 28%-29%). Their focus on scaling and efficiency is impeccable. 3/ The Moat: The core moat is the tubeless form factor and the proprietary"
X Link 2025-12-09T15:18Z [---] followers, [--] engagements
"$PRPO Analysis: The "Anti-National Lab" Hits a Major Inflection Point Precipio Inc. has just achieved a rare and critical milestone for small-cap diagnostics: Operational Profitability. Here is the breakdown from the Q3 [----] analysis: Commercial Traction: $6.8M revenue up 30% Y/Y and 20% Q/Q. Record monthly pathology revenue. Financial Strength: First-ever positive Adjusted EBITDA ($0.5M) and positive operating cash flow ($285k). The Moat: HemeScreen technology allows community labs to bypass national giants offering faster localized results. Scalability: Infrastructure is already in place to"
X Link 2026-01-03T17:25Z [---] followers, [---] engagements
"$PCG one of Bluecrests new positions"
X Link 2026-01-05T18:25Z [---] followers, [---] engagements
"Many pharmaceutical companies are sitting on the 10w line. $FULC $PHAT $CRON $HRMY"
X Link 2026-01-05T21:37Z [---] followers, [---] engagements
"Anterix $ATEX is currently at a powerful inflection point. Its core strength is its exclusive nationwide [---] MHz spectrum which is effectively a "beachhead" in a $1 trillion market. The company has moved past the heavy "defense" phase (clearing spectrum) and is now on the "offense" launching scalable high-margin services like TowerX and CatalyX. With a debt-free balance sheet and a clear path to generating $100M+ in annual cash proceeds ATEX is positioned as a uniquely disruptive asset-light infrastructure partner. The main challenge remains the pace of utility contracting and regulatory"
X Link 2026-01-06T19:52Z [---] followers, [----] engagements
"$NUTX Round 2"
X Link 2026-01-21T20:57Z [---] followers, [--] engagements
"$NEOV 11R booked $NEOV https://t.co/EQuGkFdIJF $NEOV https://t.co/EQuGkFdIJF"
X Link 2026-01-22T15:10Z [---] followers, [---] engagements
"$ORN gonna take off 1/2 $ORN https://t.co/JpA1eC83Wt $ORN https://t.co/JpA1eC83Wt"
X Link 2026-01-22T16:08Z [---] followers, [---] engagements
"$PANL: The Master of Niche Dry Bulk Logistics Pangaea Logistics is an integrated logistics powerhouse. While the rest of the industry fights over commodity rates PANL has built a defensible moat. Here is the breakdown: [--]. The Ice-Class Moat: Their specialized fleet is designed for Arctic trading. These high-barrier-to-entry routes allow them to command premium pricing that standard dry bulk carriers cant touch. [--]. Integrated Strategy: PANL manages the supply chain. By owning [--] marine terminals and providing stevedoring services they control the "first and last mile" leading to a 10% TCE"
X Link 2026-01-25T16:14Z [---] followers, [---] engagements
"$PANL will be ready to traverse through the Arctic sea. https://t.co/pgFrqzvbRh https://t.co/pgFrqzvbRh"
X Link 2026-01-26T05:38Z [---] followers, [---] engagements
"$BDSX: The High-Margin AI Diagnostic Leader Nearing Profitability Biodesix ($BDSX) is at a massive inflection point. With 81% gross margins and a clear path to profitability they are transforming how lung cancer is diagnosed. The Breakdown: [--]. Accelerating Revenue: Q3 revenue hit $21.8M (up 20% YoY). Lung diagnostic volumes grew to [-----] tests. [--]. The Primary Care Pivot: $BDSX is now targeting the 50% of lung nodule patients managed in primary care. Primary care test volume SURGED 75% YoY. New on-site capillary draw kits solve the patient compliance bottleneck. [--]. Path to Profitability: Gross"
X Link 2026-01-27T15:22Z [---] followers, [----] engagements
"Shipping companies are breaking out $KNOP $HSHP $PANL $DSX"
X Link 2026-01-28T01:14Z [---] followers, [---] engagements
"@Volume_Stocks How about these marine shipping names $KNOP $HSHP"
X Link 2026-01-28T01:22Z [---] followers, [--] engagements
"$RUN [--]. Big bug and handle [--]. Swept the low [--]. Break above last high"
X Link 2026-01-28T15:31Z [---] followers, [---] engagements
"$NIKL industrial metals could get all the outflow from precious metals. [--]. C&H breakout [--]. Volume confirmed breakout [--]. Retest on trend line and previous breakout"
X Link 2026-01-29T18:32Z [---] followers, [--] engagements
"$RMBS Rising revenue and free cash flow with margin expansion. [--]. Gap filled retest [--]. Swing low formed with increased volume [--]. Low volume retrace stop below gap-fill"
X Link 2026-01-29T19:32Z [---] followers, [----] engagements
"When consumer staples oil stocks and commodities all go up while tech and growth stocks stall we are in the last lag of bull market. Focus should be on commodities EM value not large cap growth with high valuations. Want to see whats working YTD $XLP Staples: Toothpaste paper towels shaving gel body wash condoms etc. Sorry Ass Tea is not in the list. https://t.co/zmXJdJrf5s Want to see whats working YTD $XLP Staples: Toothpaste paper towels shaving gel body wash condoms etc. Sorry Ass Tea is not in the list. https://t.co/zmXJdJrf5s"
X Link 2026-01-30T02:30Z [---] followers, [--] engagements
"$PALL offers the best RR in previous metals"
X Link 2026-02-03T02:02Z [---] followers, [---] engagements
"$PBW CLEAN ENERGY"
X Link 2026-02-03T20:46Z [---] followers, [--] engagements
"Current environment: set your entries at where you would set your stops"
X Link 2026-02-13T01:56Z [---] followers, [--] engagements
"$SOPH SOPHiA GENETICS A decentralized data-network company turning genomic analytics into a self-reinforcing AI infrastructure for clinical and BioPharma partners. [--]. Technology Breakthrough SOPHiA DDM is a multimodal AI analytics platform integrating genomic clinical and imaging data. Unlike point-solution rivals it functions as a decentralized cloud-native system connecting [---] institutions and analyzing [--] k patients per quarter. Its AI factories process real-world data at scale and feed predictive models back into clinical workflows. Proven deployed AI-driven genomics infrastructure with"
X Link 2025-10-31T19:59Z [---] followers, [---] engagements
"$GRAB Grab Holdings Limited Summary Grab has transitioned from a growth-at-any-cost super-app into a disciplined AI-driven urban-services platform. Its integrated ecosystem regional regulatory advantage and massive transaction dataset make it a formidable moat in ASEANs digital economy. If execution on fintech and AI credit models continues to expand profitability without regulatory setbacks Grab could cement its role as the operating system for Southeast Asias digital economy. Technology Breakthrough Grab has evolved from a ride-hailing super-app into a unified AI-enabled logistics and"
X Link 2025-11-11T18:31Z [---] followers, [---] engagements
"$GMED Globus Medical Inc. sits in the "Scale-Up Industrial MedTech" category. Like Omnicell it is a mature player but it is currently proving a massive execution thesis: the successful integration of its mega-merger with NuVasive to create a dominant spine and orthopedic powerhouse. Technology / Product Edge * Core Innovation: The Excelsius ecosystem (GPS robotics E3D imaging). This is not just hardware; its an enabling technology platform that locks surgeons into using Globus implants. * Differentiation: They are aggressively launching new products (10 new launches in Q3 alone) maintaining a"
X Link 2025-11-22T21:36Z [---] followers, [---] engagements
"Great article covering the historical cause and effect of LNG flows and why America LNG industry stand to win in the next decade. $FCG https://t.co/2rrKsL17in https://t.co/2rrKsL17in"
X Link 2026-01-18T18:22Z [---] followers, [--] engagements
"$FCG is still quite undervalued BREAKING: US natural gas prices extend gains to +19% on the day now on track for the biggest daily gain since October [----]. The volatility we are seeing in commodities right now is insane. https://t.co/YIBouNzKDb BREAKING: US natural gas prices extend gains to +19% on the day now on track for the biggest daily gain since October [----]. The volatility we are seeing in commodities right now is insane. https://t.co/YIBouNzKDb"
X Link 2026-01-19T18:53Z [---] followers, [---] engagements
"To predict the future look for causation not patterns. - Scott Adams"
X Link 2026-02-15T22:10Z [---] followers, [--] engagements
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