# ![@nanalyzetweets Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2416162544.png) @nanalyzetweets Nanalyze

Several experts are discussing the potential for AI to create a deflationary economy, with some suggesting that increased efficiency could lead to significantly lower costs for goods. Vinod Khosla predicts that by 2035, AI could lead to a "hugely deflationary economy". This idea is being explored in the context of various industries, including construction and technology.

### Engagements: [-----] [#](/creator/twitter::2416162544/interactions)
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### Mentions: [--] [#](/creator/twitter::2416162544/posts_active)
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### Followers: [-----] [#](/creator/twitter::2416162544/followers)
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### CreatorRank: [-------] [#](/creator/twitter::2416162544/influencer_rank)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  61.79% [finance](/list/finance)  42.28% [technology brands](/list/technology-brands)  29.27% [cryptocurrencies](/list/cryptocurrencies)  17.07% [financial services](/list/financial-services)  3.25% [countries](/list/countries)  3.25% [exchanges](/list/exchanges)  2.44% [vc firms](/list/vc-firms)  #74 [travel destinations](/list/travel-destinations)  1.63% [currencies](/list/currencies)  1.63%

**Social topic influence**
[ai](/topic/ai) 24.39%, [stocks](/topic/stocks) 8.94%, [$goog](/topic/$goog) #33, [$nvda](/topic/$nvda) #1745, [ipo](/topic/ipo) #524, [in the](/topic/in-the) 4.88%, [the most](/topic/the-most) 4.88%, [$msft](/topic/$msft) #143, [$amzn](/topic/$amzn) #249, [if you](/topic/if-you) 4.07%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@dwhatzup](/creator/undefined) [@b0m0li](/creator/undefined) [@jamesa2972](/creator/undefined) [@biggieperms](/creator/undefined) [@urinsideman](/creator/undefined) [@gloc19x](/creator/undefined) [@alex70848763197](/creator/undefined) [@carnivalfamous](/creator/undefined) [@aliquidamari](/creator/undefined) [@not_law12](/creator/undefined) [@gg57tlv](/creator/undefined) [@couchinvestor](/creator/undefined) [@luiy0](/creator/undefined) [@doctorkillinger](/creator/undefined) [@morningstar](/creator/undefined) [@charlesschwab](/creator/undefined) [@boujeefinances](/creator/undefined) [@steveonspeed](/creator/undefined) [@badhabitpl](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Helium IOT (IOT)](/topic/$iot) [IBM (IBM)](/topic/ibm) [IonQ, Inc. (IONQ)](/topic/$ionq) [Datadog Inc (DDOG)](/topic/$ddog) [Illumina, Inc. (ILMN)](/topic/$ilmn) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Docusign Inc (DOCU)](/topic/$docu) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Bitcoin (BTC)](/topic/$btc) [Metadium (META)](/topic/$meta) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [JPMorgan Chase (JPM)](/topic/$jpm) [NerveNetwork (NVT)](/topic/$nvt) [GitLab Inc. (GTLB)](/topic/$gtlb) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Adobe, Inc. (ADBE)](/topic/$adbe) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Salesforce Inc (CRM)](/topic/$crm) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Walmart, Inc. (WMT)](/topic/$wmt) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [10x Genomics, Inc. Class A Common Stock (TXG)](/topic/$txg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Controversial take that $DKNG investors will hate us for. Sports betting should be made illegal again. It does nothing but destroy value in society"  
[X Link](https://x.com/nanalyzetweets/status/2020196384952000771)  2026-02-07T18:02Z [----] followers, [----] engagements


"$NVDA is now the most valuable company in the world. Nanalyze subscribers were in the know long before this name came across Wall Street's radar. "NVIDIA looks like a great $45billionpicks-and-shovels play on AI computer chips and it may be the closest thing there is to a pure-play artificial intelligence stock there is at the moment." Nanalyze 2016"  
[X Link](https://x.com/nanalyzetweets/status/1803127507916595446)  2024-06-18T18:07Z [----] followers, 28K engagements


"Ever since Illumina $ILMN tried to acquire GRAIL $GRAL in [----] things have gone downhill. Any guesses to what growth $ILMN will guide to in the coming year"  
[X Link](https://x.com/nanalyzetweets/status/2016602264236855725)  2026-01-28T20:00Z [----] followers, [----] engagements


"Ways to invest in each of the five biological layers - from ARK Invest. DNA $ILMN $CRSP Epigenome $TXG $IPN RNA $TEM $IONS Protein $QSI $NRIX Metabolites $MASS $RARE"  
[X Link](https://x.com/nanalyzetweets/status/2016617815394897951)  2026-01-28T21:02Z [----] followers, [----] engagements


"The last time we checked in with Ambarella $AMBA in Summer of [----] they were a mess. However the company saw impressive revenue growth of 26% in [----] and last quarters revenues of $108 million are a new record for the company. "Edge AI revenue" now comprises the majority of their revenue these days over 70%. https://twitter.com/i/web/status/2021600657761784177 https://twitter.com/i/web/status/2021600657761784177"  
[X Link](https://x.com/nanalyzetweets/status/2021600657761784177)  2026-02-11T15:02Z [----] followers, [---] engagements


"Considering most customer support functions are offshore one wonders what these metrics must look like in places like Manila and Mumbai (H/T a16z)"  
[X Link](https://x.com/nanalyzetweets/status/2022702511631524346)  2026-02-14T16:00Z [----] followers, [---] engagements


"@Couch_Investor Muh sacred cow was attacked and now I need to attack the messenger"  
[X Link](https://x.com/nanalyzetweets/status/2023029453140771134)  2026-02-15T13:39Z [----] followers, [---] engagements


"If you're a crypto exchange like Bullish $BLSH you can just take all the crapto you're selling and call it "revenue." Wouldn't it make more sense just to show actual revenues instead of trading volume Like Coinbase $COIN does"  
[X Link](https://x.com/nanalyzetweets/status/1969884559492735071)  2025-09-21T22:00Z [----] followers, [---] engagements


"Contrary Research shares the sentiment that large defense primes like $RTK and $LMT aren't offering the sort of value that newer leaner companies might be offering. Will this result in some sort of M&A spree Are these large contractors at risk or this just a whim that lasts only until the next administration comes into power"  
[X Link](https://x.com/nanalyzetweets/status/1984727666268762147)  2025-11-01T21:02Z [----] followers, [---] engagements


"Air Liquide trades on the Paris stock exchange under the ticker $AI.PA If you hold shares in registered form you get a 10% dividend bonus after holding the shares for two years. There are also other "bonuses" they give long-term sharehodlers. While they're not a dividend champion this still sounds pretty compelling given they have not decreased their dividend for [--] years. If you're a foreign investor looking for some EURO exposure it's two birds with one stone. https://twitter.com/i/web/status/1998075627065192870 https://twitter.com/i/web/status/1998075627065192870"  
[X Link](https://x.com/nanalyzetweets/status/1998075627065192870)  2025-12-08T17:02Z [----] followers, [---] engagements


"Xometry $XMTR has absolutely spanked Protolabs $PRLB when it comes to growth. Black bars represent guidance for this year. You can probably guess which is which"  
[X Link](https://x.com/nanalyzetweets/status/1998090277496443230)  2025-12-08T18:00Z [----] followers, [---] engagements


"Even dividend champion Ecolab $ECL is getting in on the AI trade. If they're just launching cooling products then it's not likely they'll be moving the needle much anytime soon"  
[X Link](https://x.com/nanalyzetweets/status/2001337114022047961)  2025-12-17T17:02Z [----] followers, [---] engagements


"Eos Energy $EOSE promised investors $1.7 billion in revenues last year with a 25% gross margin. Here we are closing out [----] with $63 million in revenues and a negative gross margin of 179.23% Retail investors need to start holding these management teams accountable for their inability to execute. Institutions wouldn't put up with this BS and they knew that which is why they went the SPAC route and peddled their shoddy wares on people who didn't know any better. What's even worse is that we'll probably get response from people trying to make excuses for this mess of a company. Start holding"  
[X Link](https://x.com/nanalyzetweets/status/2005368209411563642)  2025-12-28T20:00Z [----] followers, [----] engagements


"Eos Energy Enterprises $EOSE claims to have built the first commercially available battery that does not have a lithium-ion chemistry. But for a company that began shipping systems in [----] they havent made much progress. The most important thing this company needs to accomplish is a sustained meaningful positive gross margin. It's been three years since we last looked at them and they still haven't been able to achieve that yet. What exactly is the problem here Success is "just around the corner" still How long will $EOSE investors have to keep subsidizing their customers"  
[X Link](https://x.com/nanalyzetweets/status/2005730616369656300)  2025-12-29T20:00Z [----] followers, [----] engagements


"Samsara $IOT is a red hot SaaS stock that's engaged in heavy litigation with a competitor Motive that just filed for an IPO. $IOT = Connected Operations Platform $MTVE = Integrated Operations Platform"  
[X Link](https://x.com/nanalyzetweets/status/2008252687616225726)  2026-01-05T19:02Z [----] followers, [----] engagements


"These days every company is "building AI." Samsara $IOT competitor Motive announced plans to IPO under the ticker Sure they use AI but who doesn't What they really do is provide an integrated operations platform same as $IOT that generates loads of data that can be used to create operational efficiencies. Seems like $IOT has the data advantage here.👇 https://twitter.com/i/web/status/2008615074626154533 https://twitter.com/i/web/status/2008615074626154533"  
[X Link](https://x.com/nanalyzetweets/status/2008615074626154533)  2026-01-06T19:02Z [----] followers, [----] engagements


"Luminar once the largest pure-play LiDAR company by market cap is going bankrupt. We've consistently called the stock an "avoid" calling out their negative gross margins and the total incompetence of missing their SPAC deck revenue estimates by 90%. $LAZRQ $HSAI $OUST"  
[X Link](https://x.com/nanalyzetweets/status/2009716900876505149)  2026-01-09T20:00Z [----] followers, [----] engagements


"Is the next hot AI stock a company called Motive $MTVE This Google $GOOG backed firm just announced plans to IPO and of course they're (wait for it. wait for it.) "doing AI." But what they're really doing is trying to compete with Samsara $IOT. Is there enough opportunity to go around What are first three things we look at when analyzing an IPO What's up with that red flag👇👇👇 https://twitter.com/i/web/status/2011469986284675137 https://twitter.com/i/web/status/2011469986284675137"  
[X Link](https://x.com/nanalyzetweets/status/2011469986284675137)  2026-01-14T16:06Z [----] followers, [----] engagements


"JPMorgan $JPM Citigroup $C and Barclays $BCS are all likely to take a hit with President Trump's proposal that credit-card companies shouldn't charge more than 10%. This is really not a good idea because there's a good reason that such high rates exist. They compensate for the added risks of funding high-risk borrowers https://twitter.com/i/web/status/2011906281892667762 https://twitter.com/i/web/status/2011906281892667762"  
[X Link](https://x.com/nanalyzetweets/status/2011906281892667762)  2026-01-15T21:00Z [----] followers, [---] engagements


"We were just told by industry experts that data cooling stocks like Vertiv $VRT and nVent $NVT would be benefiting hugely from AI data center growth. Oh how quickly the AI tides can change"  
[X Link](https://x.com/nanalyzetweets/status/2012525384865092041)  2026-01-17T14:00Z [----] followers, [----] engagements


"Bloomberg posing a threat to the $MSCI custom index franchise. The advantage $MSCI has always had is their data and research teams. Maybe that's changing"  
[X Link](https://x.com/nanalyzetweets/status/2012631531764740134)  2026-01-17T21:02Z [----] followers, [---] engagements


"GitLab $GTLB expects nearly $1 billion in revenues for the coming fiscal year which represents 25% growth. Still we're quite concerned about all the coding agent growth happening around them. Will all the data stored on their platform give them a competitive advantage"  
[X Link](https://x.com/nanalyzetweets/status/2013718228069933475)  2026-01-20T21:00Z [----] followers, [----] engagements


"Harvey was founded in [----] to provide LLMs to elite law firms and they already have a $100 million run rate. Thomson Reuters $TRI owns the dominant legal research database Westlaw. Why aren't they doing the same thing"  
[X Link](https://x.com/nanalyzetweets/status/2015862381859975401)  2026-01-26T19:00Z [----] followers, [----] engagements


"Quantum computing stocks are going to crash hard and here's why. Overvalued SPACs like $IONQ $RGTI and $QBTS will either see fundamentals improve or valuations will revert to the mean. All these firms have failed to even come close to their SPAC deck forecasts. $IONQ has growth but now they're acquiring non-quantum companies in a desperate attempt to keep the growth party going. The synergies are not apparent. $RGTI has no revenue growth. You cannot be disrupting if you have no revenue growth. $QBTS showed a glimmer of growth hope in a single quarter but it's back to normal and their"  
[X Link](https://x.com/nanalyzetweets/status/2016222392675398139)  2026-01-27T18:50Z [----] followers, [----] engagements


"IonQ $IONQ is planning to acquire military chipmaker SkyWater Technology $SKYT. This represents yet another seemingly unrelated acquisition by IonQ as they follow the "typical SPAC playbook." This involves raising a bunch of money from retail investors by making grandiose promises of future growth failing to deliver on that growth then acquiring a bunch of companies with the proceeds from their SPAC debut and subsequent capital raises. IonQ is supposed to be the largest pure-play quantum computing company yet they've now acquired a satellite company and a semiconductor fabrication company to"  
[X Link](https://x.com/nanalyzetweets/status/2016541895833403800)  2026-01-28T16:00Z [----] followers, [---] engagements


"First Japan now Korea. It's really kicking off over there in "Asia" Kicking ass on the Kosdaq and taking K-pop names Time to cover Korea as an investment thesis"  
[X Link](https://x.com/nanalyzetweets/status/2016919785036984815)  2026-01-29T17:02Z [----] followers, [---] engagements


"Last spring DocuSign $DOCU talked about how they're ushering in "a new era of AI contract agents to transform business." Sounds good on paper but the fundamentals tell us otherwise. Once the Rona was over DocuSign's ability to upsell existing customers fell through the floor. Could this be pressure from Adobe $ADBE You cannot be upselling existing customers with a net retention rate that doesn't even exceed inflation. https://twitter.com/i/web/status/2016979722706497759 https://twitter.com/i/web/status/2016979722706497759"  
[X Link](https://x.com/nanalyzetweets/status/2016979722706497759)  2026-01-29T21:00Z [----] followers, [---] engagements


"DocuSign $DOCU missed a huge legaltech opportunity which Harvey gladly consumed. Per Contrary Research: "Harvey AI built the first custom-trained case law models in collaboration with OpenAI. Harvey uses between [--] and 1.5K model calls per query decomposing legal tasks into structured subtasks including retrieval citation grounding and jurisdiction-specific reasoning. This ensures complete context starting with case law from Delaware and then expanding to include all of US case law. Lawyers preferred Harveys outputs to those of GPT-4 97% of the time in surveys with major law firms.""  
[X Link](https://x.com/nanalyzetweets/status/2017010379973341200)  2026-01-29T23:02Z [----] followers, [---] engagements


"We evaluate the durability of any SaaS firm using the five dimensions seen below. For example we've filled this out for DocuSign $DOCU 1)AI Moat - DocuSign isnt doing much with AI or anything else really 2)Seat vs outcome pricing - Mostly seat-based but with usage overlays (70-90%) 3) System of record depth - Shallow even if they're storing the contracts and have rights to use them for a proprietary LLM. Westlaw is an example of a big proprietary legal data set that can be used to build AI tools. 4) Human-in-loop intensity - Humans clicking buttons mainly 5) Workflow commoditization - Seems"  
[X Link](https://x.com/nanalyzetweets/status/2017342120806191470)  2026-01-30T21:00Z [----] followers, [---] engagements


"This is what so many newbie investors get wrong - the difference between passive and active investing. Here Grok correctly points out the recent PASSIVE investment Vanguard made into $ASTS - emphasis on the last sentence. Good job @grok @Lui_Y0 @DoctorKillinger A Schedule 13G is an SEC filing for passive investors owning 5%+ of a company's shares. Vanguard's filing shows they hold 7.68% of AST SpaceMobile ($ASTS) as of Dec [--] [----] with 21.5M shares under shared voting/dispositive power. This reflects institutional investment without @Lui_Y0 @DoctorKillinger A Schedule 13G is an SEC filing for"  
[X Link](https://x.com/nanalyzetweets/status/2017396370999501230)  2026-01-31T00:35Z [----] followers, [---] engagements


"Salesforce $CRM has said that "from 30% to 50% of workload" is now handled by AI. So we should see margins soaring. And they are but is this merely because of all the activist investors they've managed to attract"  
[X Link](https://x.com/nanalyzetweets/status/2017704482486763709)  2026-01-31T21:00Z [----] followers, [---] engagements


"These [--] SaaS stocks are most likely to get cremated by AI: 1) Salesforce $CRM - AI agents can replace seat-based subscriptions 2) Adobe $ADBE - AI tools threaten creative software suites these tools arent needed anymore 3) Intuit $INTU - AI can automate menial tasks - accounting tax prep and financial reporting 4) ServiceNow $NOW - IT service management could be handled by autonomous AI agents 5) DocuSign $DOCU - E-signature and contract management are simple to replicate with AI So let's take a closer look at the risks and opportunities for each👇"  
[X Link](https://x.com/nanalyzetweets/status/2017720614946279566)  2026-01-31T22:04Z [----] followers, 17.8K engagements


"Everyone loves to dabble in stocks - we do too with our two strategies - but it's also important to have "safer" investments as well. Fidelity ZERO funds are the best deal going. That's because a low expense ratio is the biggest predictor of a fund's outperformance relative to its peers. Paying no fees at all is the best option going. https://twitter.com/i/web/status/2018006479286960467 https://twitter.com/i/web/status/2018006479286960467"  
[X Link](https://x.com/nanalyzetweets/status/2018006479286960467)  2026-02-01T17:00Z [----] followers, [----] engagements


""The expense ratio is the most proven predictor of future fund returns. We find that it is a dependable predictor when we run the data. That's also what academics fund companies and of course Jack Bogle find when they run the data." - Spitting truth over @Morningstar"  
[X Link](https://x.com/nanalyzetweets/status/2018066867525390336)  2026-02-01T21:00Z [----] followers, [---] engagements


"$ASML just reported full-year revenue of [----] billion EUR roughly $39 billion USD. This marks a record year for the company with revenue up 16% year-over-year. Guidance was strong too with [----] revenue expected to grow 12% at the midpoint. Shares are hitting new highs as a result. Overvalued or fairly valued https://twitter.com/i/web/status/2018082447699702095 https://twitter.com/i/web/status/2018082447699702095"  
[X Link](https://x.com/nanalyzetweets/status/2018082447699702095)  2026-02-01T22:02Z [----] followers, [---] engagements


"Just playing devil's advocate here. What's keeping a company like $DOW from just labeling their planned round of layoffs as "using AI to boost productivity" as opposed to actually using Ai to improve productivity The only way we'll really know is if it gets reflected in increased operating/gross margins right Even then. https://twitter.com/i/web/status/2018097076937039884 https://twitter.com/i/web/status/2018097076937039884"  
[X Link](https://x.com/nanalyzetweets/status/2018097076937039884)  2026-02-01T23:00Z [----] followers, [---] engagements


"The iShares Expanded Tech-Software Sector ETF $IGV is on pace for its steepest monthly drop since October [----]. This an index composed of North American equities in the software industry - around [---] names. At the top of the list you have $MSFT which has been getting slapped around harder than a piata at a divorce party. That's because questions are being raised around the timing and payoff of all their AI spending. Then there's $ORCL whose credit default swaps are the canary in the coal mine for the death of the AI trade. They've been hitting new highs (high = bad). The there's $PLTR which"  
[X Link](https://x.com/nanalyzetweets/status/2018339145588806103)  2026-02-02T15:02Z [----] followers, [---] engagements


"Sandisk $SNDK is up 1543% in the past year yet revenue growth is only recently ticking up. Is this their $NVDA moment We'll explore this topic in a coming piece"  
[X Link](https://x.com/nanalyzetweets/status/2018353810846961752)  2026-02-02T16:00Z [----] followers, [---] engagements


"Great job @CharlesSchwab $SCHW They've been raising concerns to the SEC for years about fraud associated with small foreign firms. Proactively working to reduce the number of pitfalls for retail investors is a great thing Maybe $HOOD can take notes"  
[X Link](https://x.com/nanalyzetweets/status/2018399544615018880)  2026-02-02T19:02Z [----] followers, [----] engagements


"Crazy to think that without these gigantic $ASML machines there would be no AI boom. Also surprising to see $ASML expecting just 12% revenue growth this year. Seems like it should be higher"  
[X Link](https://x.com/nanalyzetweets/status/2018444846684414142)  2026-02-02T22:02Z [----] followers, [----] engagements


"Investing in AI boils down to a few key categories: Semiconductor Designers: The likes of NVIDIA $NVDA and AMD $AMD who design advanced chips that help computers crunch numbers to answer your LLM prompts. Semiconductor Foundries: Where the chips are made with TSMC $TSM leading the pack and Intel $INTC and Samsung $005930 KS following behind. Semiconductor Equipment: The advanced devices used to actually make the chips with ASML $ASML Applied Materials $AMAT Lam Research $LRCX KLA $KLAC and Tokyo Electron $8035 T covering nearly the entire market. Networking Hardware: The bits and bobs that"  
[X Link](https://x.com/nanalyzetweets/status/2018716191297048891)  2026-02-03T16:00Z [----] followers, [----] engagements


"Want invest in energy for data centers One pure play energy hardware company having an IPO this week is Forgent Solutions $FPS which develops custom solutions across the entire power stack. Everything you need to know about this new AI stock can be found here👇"  
[X Link](https://x.com/nanalyzetweets/status/2018732406979911701)  2026-02-03T17:04Z [----] followers, [----] engagements


""Exchanges such as Nasdaq are not properly policing existing listing standards and have overly lenient rules that allow fraudulent firms to stay listed for much too long allowing the fraud to snowball." - Charles Schwab $SCHW Do not dabble in micro/nano stocks Only invest in firms that have revenues and positive gross margins https://twitter.com/i/web/status/2018761463444197680 https://twitter.com/i/web/status/2018761463444197680"  
[X Link](https://x.com/nanalyzetweets/status/2018761463444197680)  2026-02-03T19:00Z [----] followers, [---] engagements


"All the robotaxi technology platforms that we ought to be watching according to ARK Invest $TSLA $BIDU $GOOG $WRD $PONY $DIDIY"  
[X Link](https://x.com/nanalyzetweets/status/2018806752095932444)  2026-02-03T22:00Z [----] followers, [---] engagements


"Harvey is a real threat to $TRI Harvey was founded in [----] to provide LLMs to elite law firms and they already have a $100 million run rate. Thomson Reuters $TRI owns the dominant legal research database Westlaw. Why aren't they doing the same thing https://t.co/lTExyQl4IR Harvey was founded in [----] to provide LLMs to elite law firms and they already have a $100 million run rate. Thomson Reuters $TRI owns the dominant legal research database Westlaw. Why aren't they doing the same thing https://t.co/lTExyQl4IR"  
[X Link](https://x.com/nanalyzetweets/status/2018873322734493868)  2026-02-04T02:24Z [----] followers, [---] engagements


"Legal tech SaaS firm Intapp $INTA was down -25% this morning after their Fiscal Q2-2026 earnings report. The company actually raised their annual revenue guidance nominally and now expect roughly 13.5% growth in [----]. This is a minor deceleration from the 17% they saw in [----]. Despite the slowdown in growth the company's net retention rate sits at a solid 119% unchanged from the previous quarter implying they're still able to upsell their current customers. The real issue here is likely the continued anti-software narrative. Investors are punishing software companies much more severely at any"  
[X Link](https://x.com/nanalyzetweets/status/2019109220914786461)  2026-02-04T18:02Z [----] followers, [---] engagements


"@BoujeeFinances "Absolutely destroyed." iShares Core S&P U.S. Growth ETF $IUSG Most of today's investors don't know what pain is"  
[X Link](https://x.com/nanalyzetweets/status/2019117685465112644)  2026-02-04T18:35Z [----] followers, [----] engagements


"What does nuclear ( $OKLO ) have to do with quantum computing ( $IONQ $QBTS $RGTI $QUBT $CCCX ) AI ( $SOUN $PLTR ) and space ( $RKLB $ASTS ) Not much so why are all these stocks dropping precipitously when $QQQ is only down 2.22% on the day It's because all of these names - except $NTRA - have been pumped incessantly by cheerleaders for so long. Fundamentals matter. So does valuation. They always have. This time is not different. https://twitter.com/i/web/status/2019138960153280601 https://twitter.com/i/web/status/2019138960153280601"  
[X Link](https://x.com/nanalyzetweets/status/2019138960153280601)  2026-02-04T20:00Z [----] followers, [----] engagements


"@UrInsideMan Thank you for the color Very helpful. Would like to think $TRI has the ultimate data advantage here"  
[X Link](https://x.com/nanalyzetweets/status/2019420621604811039)  2026-02-05T14:39Z [----] followers, [---] engagements


"The best ETF is almost always the one with the lowest expense ratio. For Americans who want to invest in Canada that's going to be the Franklin FTSE Canada ETF $FLCA"  
[X Link](https://x.com/nanalyzetweets/status/2019426308158046653)  2026-02-05T15:02Z [----] followers, [---] engagements


"Given their investments in quantum computing substantial financial resources and leadership in public cloud Morningstar expects the following companies to eventually dominate in quantum computing: $AMZN $GOOG $NVDA $MSFT and $IBM Right now they think $IBM is in the lead"  
[X Link](https://x.com/nanalyzetweets/status/2019440985458004024)  2026-02-05T16:00Z [----] followers, [---] engagements


"Crazy chart from Bloomberg talking about how $1.7 trillion in value was lost from crypto's peah. It makes one wonder. What is the "value" they're talking about How do you quantify it exactly"  
[X Link](https://x.com/nanalyzetweets/status/2019486267214360793)  2026-02-05T19:00Z [----] followers, [---] engagements


"@gloc19x @SteveOnSpeed Premium subscribers voted for us to cover Grab $GRAB again. That means we'll start working on the video in the coming week or so. $IOT recently covered here: https://www.nanalyze.com/2025/12/trying-to-find-fault-with-samsara-stock/ https://www.nanalyze.com/2025/12/trying-to-find-fault-with-samsara-stock/"  
[X Link](https://x.com/nanalyzetweets/status/2019491571188875326)  2026-02-05T19:21Z [----] followers, [---] engagements


"It's a shame X doesn't vet some of the irresponsible "advice" being doled out by people with no relevant industry or academic experience who are basically just chasing clout. Research overwhelmingly indicates that individuals should utilize 401(k)s and IRAs as key components of retirement planning primarily due to their tax advantages potential for employer contributions and demonstrated ability to boost overall savings rates. For example participants in 401(k)s tend to accumulate 29% more in retirement funds than non-participants highlighting the accounts' role in building wealth. As for"  
[X Link](https://x.com/nanalyzetweets/status/2019815583320273333)  2026-02-06T16:48Z [----] followers, [---] engagements


"Covered calls are NOT easy money despite all the 25-year-old life coaches saying it's "FREE MONEY" With the prevalence of covered call ETFs like $JEPI and $QYLD everyone is starting to think that high yields can be conjured up out of thin air. Listen carefully. There is no such thing as a free lunch Here are five reasons why your covered call strategy will underperform the market given enough time👇 https://twitter.com/i/web/status/2019831652021870902 https://twitter.com/i/web/status/2019831652021870902"  
[X Link](https://x.com/nanalyzetweets/status/2019831652021870902)  2026-02-06T17:52Z [----] followers, [---] engagements


""The independence of research is absolutely sacrosanct. Sometimes it can be awkward for the corporations the banks that sponsor the research but that independence is absolutely as it should be. James von Moltke CFO Deutsche Bank So when you see cheerleaders on X pumping a particular stock every chance they get you need to wonder why that is. https://twitter.com/i/web/status/2019849095012110541 https://twitter.com/i/web/status/2019849095012110541"  
[X Link](https://x.com/nanalyzetweets/status/2019849095012110541)  2026-02-06T19:02Z [----] followers, [---] engagements


"Awesome job by Bloomberg showing us which underwriters backed the highest concentration of IPOs that were targeted by scams. So if you see these underwriters on an IPO you walk away. Simple"  
[X Link](https://x.com/nanalyzetweets/status/2019878835009863974)  2026-02-06T21:00Z [----] followers, [---] engagements


"We get a lot of "should I be holding bitcoin $BTC" questions when it's hitting new highs none when it's hitting major drawdowns. If you were thinking about holding $BTC now would be the time to start doing some dollar-cost averaging"  
[X Link](https://x.com/nanalyzetweets/status/2020558775271272887)  2026-02-08T18:02Z [----] followers, [---] engagements


""If we were to consider the SDK downloads as an early indication of interest in various quantum platforms we would conclude that $IBM is running away from the field." - Morningstar"  
[X Link](https://x.com/nanalyzetweets/status/2020890551608852545)  2026-02-09T16:00Z [----] followers, [---] engagements


"$BTS volatility needs to decline if it's expected to be a widely-used alternative asset class. Lately that has not been happening"  
[X Link](https://x.com/nanalyzetweets/status/2020920732868325602)  2026-02-09T18:00Z [----] followers, [---] engagements


"How long until all construction equipment produced by the like of $CAT operates under nearly full autonomy with some humans in the loop located in Manila or Mumbai"  
[X Link](https://x.com/nanalyzetweets/status/2020951367796326650)  2026-02-09T20:02Z [----] followers, [---] engagements


"Great point about Tether $USDT Why does the most profitable company ever known that still hasn't been audited need to raise more money"  
[X Link](https://x.com/nanalyzetweets/status/2021268027098972545)  2026-02-10T17:00Z [----] followers, [---] engagements


"@Alex70848763197 Morningstar believes $IBM is the furthest ahead right now"  
[X Link](https://x.com/nanalyzetweets/status/2021271448019411059)  2026-02-10T17:14Z [----] followers, [--] engagements


"@carnivalfamous Also holding $GLDM as an alternative asset"  
[X Link](https://x.com/nanalyzetweets/status/2021272784077275156)  2026-02-10T17:19Z [----] followers, [--] engagements


"$GOOG just offered a 100-year bond. The last company to do that was Motorola in [----]. Turns out pensions and insurers love long-term debt because it matches their liabilities. Will $GOOG still be a dominant tech player in a decade"  
[X Link](https://x.com/nanalyzetweets/status/2021313309903904951)  2026-02-10T20:00Z [----] followers, [----] engagements


"@badhabit_pl @grok what reasons has Mobileye provided for only achieving 3% growth this year"  
[X Link](https://x.com/nanalyzetweets/status/2021330861115965869)  2026-02-10T21:10Z [----] followers, [--] engagements


"Korean stocks are still enjoying reasonable valuations despite being the best performing global market last year. 47% of that market cap is in just two names - Samsung Electronics and SK Hynix"  
[X Link](https://x.com/nanalyzetweets/status/2021615344180207630)  2026-02-11T16:00Z [----] followers, [---] engagements


"@hm_erly Way way way too small. We do more revenues than they do. Wouldn't touch with a ten foot pole"  
[X Link](https://x.com/nanalyzetweets/status/2021951288947487183)  2026-02-12T14:15Z [----] followers, [--] engagements


"@AliquidAmari @grok Please tell us what revenue growth Cognex just reported for [----]. Was it double-digit growth Also what guidance did they give for 2026"  
[X Link](https://x.com/nanalyzetweets/status/2021966571460243825)  2026-02-12T15:16Z [----] followers, [--] engagements


"Calling some pre-revenue nano cap shite-co "high risk narrative driven optionality" doesn't make it any less shite. Lipstick on a pig. Set a market cap cutoff and adhere to it. Never invest in companies unless they have meaningful revenues - $10 million per annum or more"  
[X Link](https://x.com/nanalyzetweets/status/2021978149769134462)  2026-02-12T16:02Z [----] followers, [---] engagements


"$GOOG $AMZN $META and $ORCL borrowed $93 billion in the corporate bond market in [----] or about 6% of all debt issued last year. That's a small part of the $8 trillion market corporate bond market but $JPM projects a lot more to come - about $300 billion of AI- and data-center-related deals every year for the next five years. (H/T Bloomberg) https://twitter.com/i/web/status/2022023449380602088 https://twitter.com/i/web/status/2022023449380602088"  
[X Link](https://x.com/nanalyzetweets/status/2022023449380602088)  2026-02-12T19:02Z [----] followers, [---] engagements


"Hyperscalers are literally spending trillions on AI through [----] Wonder how long until $META $GOOG $AMZN $MSFT shareholders start to see a positive ROI on these investments (H/T Contrary Research)"  
[X Link](https://x.com/nanalyzetweets/status/2022053186018726073)  2026-02-12T21:00Z [----] followers, [---] engagements


"Some updates on $NVDA alternatives from Bloomberg. - OpenAI just released its first model running on Cerebras chips. - Anthropic has deals to use $AMZN Trainium and $GOOG tensor processing unit chips. - Last month $MSFT released the second version of its AI chip Maia. But there is so much demand for processors that even with multiple competitors $NVDA will still command the lion's share of the investment dollars. R&D dollars can go a long way towards creating a moat. https://twitter.com/i/web/status/2022385411541102815 https://twitter.com/i/web/status/2022385411541102815"  
[X Link](https://x.com/nanalyzetweets/status/2022385411541102815)  2026-02-13T19:00Z [----] followers, [---] engagements


"@Austen Totally. However the quality of Chinese cars has improved significantly over the years as they moved away from copying to inventing. BYD is a good example of a Chinese auto success story"  
[X Link](https://x.com/nanalyzetweets/status/1946980846520676557)  2025-07-20T17:09Z [----] followers, [----] engagements


"Grok's top pure-play picks for electric grid infrastructure stocks (transmission substations cables components & construction): $PWR Quanta Services $HUBB Hubbell $MTZ MasTec $MYRG MYR Group $NVT nVent Electric $PRYMY Prysmian (ADR) Grid modernization boom ahead #Electrification #Investing https://twitter.com/i/web/status/2004945425116106848 https://twitter.com/i/web/status/2004945425116106848"  
[X Link](https://x.com/nanalyzetweets/status/2004945425116106848)  2025-12-27T16:00Z [----] followers, [---] engagements


"Morningstar says that of all the quantum computing deals that happened over the past five years $IBM was behind nearly half of them. $IONQ makes the list at 2.2% but we need to start distinguishing between actual quantum revenues and non-quantum acquisitions they keep making"  
[X Link](https://x.com/nanalyzetweets/status/2019803432333259253)  2026-02-06T16:00Z [----] followers, [----] engagements


"Is anyone really surprised that $GOOG has humans in the loop for their driverless taxis"  
[X Link](https://x.com/nanalyzetweets/status/2020573404378669064)  2026-02-08T19:00Z [----] followers, [---] engagements


"IQM is a Finnish startup founded in [----] that develops superconducting quantum computers for both cloud and on-premises use. To date IQM has reportedly sold more than [--] quantum systems making it one of the most commercially successful pure-play quantum computing firms. A lot of the progress being made in quantum computing isn't very visible to retail investors. (Credit: Morningstar) https://twitter.com/i/web/status/2021252938669178940 https://twitter.com/i/web/status/2021252938669178940"  
[X Link](https://x.com/nanalyzetweets/status/2021252938669178940)  2026-02-10T16:00Z [----] followers, [---] engagements


"Datadog $DDOG has extended their observability platform across the entire organization and all that data exhaust they're capturing provides a competitive advantage when fed to AI algorithms - especially agents - that can start taking action without human intervention. It's self-healing for organizations. https://twitter.com/i/web/status/2022400502147792973 https://twitter.com/i/web/status/2022400502147792973"  
[X Link](https://x.com/nanalyzetweets/status/2022400502147792973)  2026-02-13T20:00Z [----] followers, [---] engagements


"@DWhatzup Lots of grifting across the board it seems"  
[X Link](https://x.com/nanalyzetweets/status/2023003888019013770)  2026-02-15T11:58Z [----] followers, [--] engagements


"@DWhatzup Called out one of these people recently for spewing dangerous "advice" and their response was "I've been posting about stocks on X for three years in my spare time and that makes me an analyst." Have any of these instant analysts ever set a foot on Wall Street"  
[X Link](https://x.com/nanalyzetweets/status/2023017905227755559)  2026-02-15T12:53Z [----] followers, [--] engagements


"Golden Slacks thinks that fuel cells can help solve the AI energy crisis. That may be the case but three of the largest fuel cell companies out there have a big problem in common - $PLUG $FCEL and $BLDP. You cannot have negative gross margins for years and expect us to believe you're on the cusp of turning things around. When you have four quarters of consistent gross margins in the double digits let us know. https://twitter.com/i/web/status/1998860809330376833 https://twitter.com/i/web/status/1998860809330376833"  
[X Link](https://x.com/nanalyzetweets/status/1998860809330376833)  2025-12-10T21:02Z [----] followers, [----] engagements


"Contrary Research calls these "riches in niches." Procore $PCOR targets smaller general contractors Toast $TOST targets independent restaurants Veeva $VEEV targets the largest pharma companies If you had to pick one and hold it for a decade which would it be"  
[X Link](https://x.com/nanalyzetweets/status/2002092085529162026)  2025-12-19T19:02Z [----] followers, [----] engagements


"Until Ballard Power $BLDP can start to realize positive gross margins over a sustained period of time they're simply subsidizing whatever products or services they're selling. Nothing to see here"  
[X Link](https://x.com/nanalyzetweets/status/2003118433643188259)  2025-12-22T15:00Z [----] followers, [---] engagements


"Joe here the founder of Nanalyze. My favorite place in the world is the city I call home Hong Kong. I produced this video for everyone interested in Hong Kong as in investment theme a possible "back door" to investing in China. Lots of popular stocks like $BABA $BIDU and $JD trade on the HKEX. Are they "safer" than the U.S. lifted ADRs We'll also look at a big issue for MPF investment schemes that most Hong Kongers are offered. To all the beautiful people of Hong Kong and her expat population I did this video for you👇 https://twitter.com/i/web/status/2018052950703149433"  
[X Link](https://x.com/nanalyzetweets/status/2018052950703149433)  2026-02-01T20:04Z [----] followers, [----] engagements


"Avoid Asian microcaps like the plague. All of these names were below our market cap cutoff. All were subject to apparent stock price manipulation and most suspended. $QMMM $SDM $MCTA $CUPR $EMPG $PC These are just some examples. There are many more"  
[X Link](https://x.com/nanalyzetweets/status/2018368900652577242)  2026-02-02T17:00Z [----] followers, [----] engagements


"Probably the most impressive pharma story ever told would be the evolution of United Therapeutics $UTHR The founder of SiriusXM left to develop a cure for a serious disease that threatened the life of her daughter. Decades later the result is a $20 billion pharmaceutical company that focuses on doing good. Fun side note - she said more people hug her for bringing them Sirius radio than they do for the life saving treatments she develops. Humans gonna human. Our main interest lies in the progress $UTHR is making towards realizing scalable xenotransplantation. That's where we take pigs that"  
[X Link](https://x.com/nanalyzetweets/status/2018384047442182186)  2026-02-02T18:00Z [----] followers, [---] engagements


"Cognex $CGNX is a computer vision pure play that just can't seem to get back to double-digit growth"  
[X Link](https://x.com/nanalyzetweets/status/2020875869883949281)  2026-02-09T15:02Z [----] followers, [----] engagements


"Perhaps the best thing to come out of AI yet"  
[X Link](https://x.com/nanalyzetweets/status/2021630429514592362)  2026-02-11T17:00Z [----] followers, [---] engagements


"If Musk goes mental building AI datacenters in space which companies will benefit from that boom For example he'll need a lot of space-hardened solar panels but not much in the way of batteries. Will he look to employ first principles thinking and just build all the bits from the ground up"  
[X Link](https://x.com/nanalyzetweets/status/2021645952591774167)  2026-02-11T18:02Z [----] followers, [---] engagements


"$TSMC is the $NVDA of foundries with 71% market share and growing. (H/T Contrary Research)"  
[X Link](https://x.com/nanalyzetweets/status/2021660621209571777)  2026-02-11T19:00Z [----] followers, [---] engagements


"Degens "trading $BTC" instead of working"  
[X Link](https://x.com/nanalyzetweets/status/2021992847147200786)  2026-02-12T17:00Z [----] followers, [---] engagements


""Your bond portfolio which historically traded much more correlated with rates and banks performance is now going to be correlated with technology companies performance." - JPMorgan Chase & Co. credit strategist Tarek Hamid. That's because of all the debt we'll be creating for the big AI build out. The system continues to grow more interdependent on the AI trade"  
[X Link](https://x.com/nanalyzetweets/status/2022007907823288734)  2026-02-12T18:00Z [----] followers, [---] engagements


"Seems like Musk removing overlaps between the two massive companies he just merged. You only need so many cooks in the kitchen"  
[X Link](https://x.com/nanalyzetweets/status/2022038103385354514)  2026-02-12T20:00Z [----] followers, [---] engagements


"The money needed to fund these grand aspirations needs to come from somewhere. More VC money More loans When will positive operating cash flows be able to cover these commitments that extend well into the future Where will those come from Ads Premium subscriptions Enterprise licensing It's easy to commit cash but a lot tougher to visualize ROI"  
[X Link](https://x.com/nanalyzetweets/status/2022325459027996811)  2026-02-13T15:02Z [----] followers, [---] engagements


"Coming IPO from an AI drug discovery IPO called Generate Biomedicines $GENB Nice to see a Phase [--] candidate but why such a narrow pipeline We want an AI drug discovery factory not a drug developer"  
[X Link](https://x.com/nanalyzetweets/status/2022340136663478673)  2026-02-13T16:00Z [----] followers, [---] engagements


"The memory boom is just getting started and you're early And if that's true then high bandwidth memory (HBM) is a good place to start. HBM is driving the entire memory industry right now. Three companies dominate the production of HBM which $NVDA processors demand in large quantities. SK Hynix $SKHYNIX $HXSCL $000660 Samsung Electronics $SAMSUNG $SSNLF $005930 Micron $MU Each of these companies has a story to tell and they're being told in the below video on investing in memory stocks👇"  
[X Link](https://x.com/nanalyzetweets/status/2022355474948243893)  2026-02-13T17:01Z [----] followers, [----] engagements


"Datadog $DDOG is not only implementing AI agents across their platform - "AI for Datadog" - but they're also building out functionality specific for AI organizations - "Datadog for AI." [--] of the top [--] AI-native companies are Datadog customers"  
[X Link](https://x.com/nanalyzetweets/status/2022717595741200420)  2026-02-14T17:00Z [----] followers, [---] engagements


"@DWhatzup Nobody is naming names here whoever Amit is. The amount of grift from amateur hour instant analysts with no industry experience pumping the same names is overwhelming. That's a fact"  
[X Link](https://x.com/nanalyzetweets/status/2023017364024119745)  2026-02-15T12:51Z [----] followers, [--] engagements


"@grok @101010_jv What growth does that represent"  
[X Link](https://x.com/nanalyzetweets/status/2023026561973407863)  2026-02-15T13:28Z [----] followers, [--] engagements


"@not_law12 @B0M0LI @grok We've been writing about $WMT and their use of technology for a while (some not so successful uses) so it's great to see some progress being made in that respect"  
[X Link](https://x.com/nanalyzetweets/status/2023153437672898974)  2026-02-15T21:52Z [----] followers, [--] engagements


"@JamesA2972 $GH isn't just about screening as they have recurrence and personalized therapy. So both assets have appeal as the video talks about"  
[X Link](https://x.com/nanalyzetweets/status/2023231226488782988)  2026-02-16T03:01Z [----] followers, [--] engagements


"@mvcinvesting Everyone laughed at me when I invested in $OMDA"  
[X Link](https://x.com/nanalyzetweets/status/2005352908678934594)  2025-12-28T18:59Z [----] followers, [----] engagements


"High-flyer Credo Technology Group $CRDO looks promising based on strong revenue growth but our astute audience pointed to their being based out of the Cayman Islands as a real concern. Grok says it's nothing to be concerned about but we're not convinced. Any subject matter experts out there who can shine a light on this https://twitter.com/i/web/status/2006742359111831587 https://twitter.com/i/web/status/2006742359111831587"  
[X Link](https://x.com/nanalyzetweets/status/2006742359111831587)  2026-01-01T15:00Z [----] followers, [----] engagements


"GitLab $GTLB saw shares spike over 12% yesterday before close on no obvious news. Speculation among the community includes a possible buyout by the likes of Anthropic (least likely) Google $GOOGL or Datadog $DDOG (most likely.) Barrons the popular financial news source also posted a list of "buyout candidates" for [----] yesterday and GitLab made the list. This is not the first whispering of GitLab exploring a sale. Since we don't speculate on M&A activity we're tuning out the noise as always. https://twitter.com/i/web/status/2014745027478487232"  
[X Link](https://x.com/nanalyzetweets/status/2014745027478487232)  2026-01-23T17:00Z [----] followers, [----] engagements


"Grail $GRAL offers a multi-cancer screening test that they're selling via a loophole because it's not FDA approved. They were up over 400% last year. Given they're racing Guardant $GH for FDA approval it may be worth a closer look at how these two companies stack up"  
[X Link](https://x.com/nanalyzetweets/status/2014775201163014649)  2026-01-23T19:00Z [----] followers, [----] engagements


"Morningstar believes that $IBM will have a fault-tolerant quantum computer by [----]. Before [----] $GOOG and $MSFT will follow. Then some time after [----] $AMZN comes online"  
[X Link](https://x.com/nanalyzetweets/status/2020165728679121145)  2026-02-07T16:00Z [----] followers, [---] engagements


"Mobileye $MBLY recently acquired humanoid robot startup Mentee Robotics but it isnt passing the sniff test. For starters Mentee Robotics was co-founded by Mobileyes CEO who still sits on the board of Mentee. Was this acquisition simply a self-serving move by Mobileyes CEO to provide liquidity to his side project Additionally this startup is still pre-revenue. Mobileyes offer of $900 million presents a steep price point for a company that still has not proven product-market fit. If Mobileye had really wanted to expand into physical AI we think there are better ways of doing so. Are there no"  
[X Link](https://x.com/nanalyzetweets/status/2020935814788587623)  2026-02-09T19:00Z [----] followers, [----] engagements


"Early cancer detection saves lives. Companies like Guardant $GH and GRAIL $GRAL are on the cusp of unlocking a potential $100 billion cancer screening opportunity. We look at which company is ahead and talk about how important it is for older people to start adopting these solutions.👇 https://twitter.com/i/web/status/2021298408133361864 https://twitter.com/i/web/status/2021298408133361864"  
[X Link](https://x.com/nanalyzetweets/status/2021298408133361864)  2026-02-10T19:01Z [----] followers, [----] engagements


"Algorhythm Holdings $RIME pivoted from importing Chinese in-car karaoke equipment to - wait for it - AI. They have a market cap of $7 million and suddenly they're being perceived as a threat to mature entrenched transportation companies such as $CHRW. There is a reason institutions don't mess around with stuff this small. In times of rip-roaring AI hype set a market cap cutoff and stick to it It's a surefire way to avoid getting burned. https://twitter.com/i/web/status/2022370752301785557 https://twitter.com/i/web/status/2022370752301785557"  
[X Link](https://x.com/nanalyzetweets/status/2022370752301785557)  2026-02-13T18:02Z [----] followers, [---] engagements


"We're calling it the "AI scare trade" $CHRW $SCHW $WTW (H/T Bloomberg)"  
[X Link](https://x.com/nanalyzetweets/status/2022416052429226475)  2026-02-13T21:02Z [----] followers, [---] engagements


"Whenever $BTC falls dramatically instead of moving perpetually upwards the number of people suddenly believing the "it has no intrinsic value" argument increases exponentially. It's always not had intrinsic value. It's not supposed to be correlated with equities. When it moves counter to equities that actually supports the asset class diversification appeal"  
[X Link](https://x.com/nanalyzetweets/status/2022687845358428175)  2026-02-14T15:02Z [----] followers, [---] engagements


"Great tool for comparing the cost of space datacenters to earth datacenters from @andrewmccalip The former is said to be 3X as expensive though 29% of the cost comes from launch which SpaceX can do very cheaply"  
[X Link](https://x.com/nanalyzetweets/status/2022747783157944603)  2026-02-14T19:00Z [----] followers, [---] engagements


"Burry and his 10000-word diatribe on the $PLTR sacred cow sure ruffled some feathers out there. Always ask what motivates people. Burry is motivated by some puts. But what motivates those people who spend every waking hour pumping Palantir $PLTR here on X Whatever it may be they do not have your best interest in mind if they suggest going all in on one or two stocks or exhibit such reckless behavior with their own money. Nor can they be trusted to articulate a fair response without reciting the same old $PLTR bull mantras they all preach incessantly on their timelines. Again you always should"  
[X Link](https://x.com/nanalyzetweets/status/2022882143542874229)  2026-02-15T03:54Z [----] followers, [---] engagements


"AI drug discovery companies like $RXRX and $ABCL haven't quite turned into the drug discovery factories we had hoped for. What do $NVDA and $LLY need to do differently for this to finally work"  
[X Link](https://x.com/nanalyzetweets/status/2015892573668147470)  2026-01-26T21:00Z [----] followers, [----] engagements


"Invested in Samsara $IOT The you need to be aware of the coming IPO from Motive $MTVE. Both companies are targeting a potential $100 billion opportunity"  
[X Link](https://x.com/nanalyzetweets/status/2016907307196551377)  2026-01-29T16:12Z [----] followers, [----] engagements


"ARK Invest predicts that by [----] the cost to sequence a whole human genome could drop from $100 to $10. The cheaper it is to do sequencing the more consumables ought to used the more companies like Illumina should benefit. So why can't $ILMN grow revenues"  
[X Link](https://x.com/nanalyzetweets/status/2016994807546093899)  2026-01-29T22:00Z [----] followers, [---] engagements


"Synopsys $SNPS has been using AI for chip design for a decade now. What's this startup doing differently"  
[X Link](https://x.com/nanalyzetweets/status/2020211013740576813)  2026-02-07T19:00Z [----] followers, [----] engagements


"Great chart from Morningstar showing R&D spend and free cash flows for top pharma companies. $MRK $ABBV and $GILD all have free cash flow margins over 30%. That cash that can be used to invest in future growth via R&D spending and/or acquisitions"  
[X Link](https://x.com/nanalyzetweets/status/2020528108437217551)  2026-02-08T16:00Z [----] followers, [----] engagements


"Mobileye $MBLY touts a rapidly expanding backlog with their 8-year future expected automotive revenue pipeline recently hitting $24.5 billion. Great but why arent these conversions happening in 2026"  
[X Link](https://x.com/nanalyzetweets/status/2021238263889936485)  2026-02-10T15:02Z [----] followers, [----] engagements


"Great chart from a16z that shows how $WMT and $COST command higher valuations than $MSFT $GOOG $META and $AMZN. Why is that Is it because tech is undervalued or big box is overvalued Sod it someone will eventually ask rock and we'll all feel edified. @grok explain the reasons behind this please https://twitter.com/i/web/status/2023065335037882404 https://twitter.com/i/web/status/2023065335037882404"  
[X Link](https://x.com/nanalyzetweets/status/2023065335037882404)  2026-02-15T16:02Z [----] followers, [---] engagements


"Datadog $DDOG provides this great depiction of how ARR grows for a healthy SaaS company from year to year as a result of new logos added and existing customers spending more"  
[X Link](https://x.com/nanalyzetweets/status/2023079969723695119)  2026-02-15T17:00Z [----] followers, [---] engagements


"@CKCapitalxx Let's have a new rule in fintwat land. If you use the word "capital" in your name you need to know the difference between active and passive investing"  
[X Link](https://x.com/nanalyzetweets/status/2023283282159517889)  2026-02-16T06:28Z [----] followers, [--] engagements

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