[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @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: XXXXX [#](/creator/twitter::2416162544/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX +57% - X Months XXXXXXX +29% - X Year XXXXXXX +7.90% ### Mentions: XX [#](/creator/twitter::2416162544/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +17% - X Year XXX +1.10% ### Followers: XXXXX [#](/creator/twitter::2416162544/followers)  - X Week XXXXX +0.47% - X Month XXXXX +1.30% - X Months XXXXX +14% - X Year XXXXX +33% ### CreatorRank: XXXXXXX [#](/creator/twitter::2416162544/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XX% [stocks](/list/stocks) XX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [vc firms](/list/vc-firms) XXXX% [automotive brands](/list/automotive-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [social networks](/list/social-networks) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [ai](/topic/ai) 7.81%, [$nvda](/topic/$nvda) #1013, [hedging](/topic/hedging) #121, [namibia](/topic/namibia) #146, [future](/topic/future) 3.13%, [$gray](/topic/$gray) 3.13%, [$nee](/topic/$nee) #39, [stocks](/topic/stocks) 3.13%, [the world](/topic/the-world) 3.13%, [$pypl](/topic/$pypl) XXXX% **Top accounts mentioned or mentioned by** [@laurendreyer](/creator/undefined) [@starlink](/creator/undefined) [@biggieperms](/creator/undefined) [@btcmaxitrader](/creator/undefined) [@pepemoonboy](/creator/undefined) [@bassonbrain](/creator/undefined) [@grok](/creator/undefined) [@rt4995060](/creator/undefined) [@redactedjackson](/creator/undefined) [@shanaka86](/creator/undefined) [@mrderivatives](/creator/undefined) [@softrebels](/creator/undefined) [@vivek4real](/creator/undefined) [@therealtrtalks](/creator/undefined) [@saylor](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@thealphathought](/creator/undefined) [@thelonginvest](/creator/undefined) [@theinformation](/creator/undefined) [@elonmusk](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [NextEra Energy Inc (NEE)](/topic/$nee) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Synopsys, Inc. (SNPS)](/topic/$snps) [Bloom Energy Corporation (BE)](/topic/$be) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Infosys Limited (INFY)](/topic/$infy) [Witnet (WIT)](/topic/$wit) [Oracle Corporation (ORCL)](/topic/$orcl) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Msci Inc (MSCI)](/topic/$msci) [Medtronic PLC (MDT)](/topic/medtronic) [Measurable Data Token (MDT)](/topic/$mdt) [Arcblock (ABT)](/topic/$abt) [Exact Sciences Corp (EXAS)](/topic/$exas) [IBM (IBM)](/topic/ibm) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Microsoft Corp. (MSFT)](/topic/$msft) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) ### Top Social Posts Top posts by engagements in the last XX hours "@LaurenDreyer @Starlink Emailed. Namibia is an extremely popular destination for overlanding. Making Starlink available will only increase the number of tourists because you'll be able to stay connected on the road and stay in the bus longer. Completely epic country to visit" [X Link](https://x.com/nanalyzetweets/status/1997976513170554918) 2025-12-08T10:28Z 5951 followers, 5160 engagements "Bloom Energy $BE has been able to do something other large fuel cell companies haven't. They've managed to achieve a consistently positive gross margin and even their operating margin is showing signs of live. We're doing a deep-dive on them soon. What questions do you have about $BE" [X Link](https://x.com/nanalyzetweets/status/1998135564004921492) 2025-12-08T21:00Z 5951 followers, XXX engagements "You need to figure out your own path because that's how you will learn :) We're just taking the time to warn investors that despite what you might hear from a plethora of fintwats dabbling in options is a bad idea because you are likely to significantly underperform the market. All the academic studies point to this. Don't hesitate to get Grok on the case" [X Link](https://x.com/nanalyzetweets/status/1998399153853141210) 2025-12-09T14:27Z 5951 followers, XX engagements "Great paper talking about how "The decline in construction productivity represents one of the most significant and persistent sectoral challenges facing the U.S. economy." ProCore $PCOR promises to digitize the construction industry and hopefully increase productivity" [X Link](https://x.com/nanalyzetweets/status/1974172698910609766) 2025-10-03T18:00Z 5946 followers, XXX engagements "Wireless charging was all the rage and Energous Corporation $WATT saw a great deal of interest from investors who pumped up shares on the promise of future riches alone. Patents and all that. Those who believed in this "team with a dream" would have been punished. Shares have lost XXXXX% of their value and we're now kicking them out of our tech stock catalog. No meaningful revenues no interest no exceptions" [X Link](https://x.com/nanalyzetweets/status/1976769849918452197) 2025-10-10T22:00Z 5949 followers, 1121 engagements "The fate of Intellia $NTLA now lies in the hands of the Food and Drug Administration (FDA). If medical professionals can prove that the patient's death was not a direct cause of their drug trials could resume as normal or with modifications. Alternatively it could mean real trouble for the company" [X Link](https://x.com/nanalyzetweets/status/1988079739995603060) 2025-11-11T03:02Z 5946 followers, 1007 engagements "Grayscale $GRAY is incredibly profitable but they're not able to grow revenues. That's because their XXXX% average expense ratio is under pressure by other ETF providers. Lower the fees or lose the assets under management" [X Link](https://x.com/nanalyzetweets/status/1990495220803285251) 2025-11-17T19:00Z 5953 followers, XXX engagements "Good diagram from NextEra Energy $NEE showing how renewables are the answer to AI's energy demands. As the world's largest provider of renewable energy they may be biased but it seems to make sense. Renewables are the sources that can come online quickest" [X Link](https://x.com/nanalyzetweets/status/1990510770346463263) 2025-11-17T20:02Z 5952 followers, 1146 engagements "Grayscale $GRAY is seeing their average fees decline significantly over time which is contributing to their stalled revenue growth. Multiplying their average expense ratio by their assets under management (AUM) gives you almost exact revenue numbers showing that all revenues come from expense ratios especially from their largest two ETFs which command XX% of total AUM" [X Link](https://x.com/nanalyzetweets/status/1990857612800217555) 2025-11-18T19:00Z 5953 followers, XXX engagements "Per CB Insights the AI agent space has simply exploded. It's statisticallly likel that a top market leader - or at least a key enabling piece of one in the future - is found among these 1500 startups" [X Link](https://x.com/nanalyzetweets/status/1992669525863469414) 2025-11-23T19:00Z 5953 followers, XXX engagements "Ever wonder how many stocks there are in the world The answer can be found in the most comprehensive global indices out there - like MSCI ACWI IMI which contains 8286 stocks across the globe and represents XX% of the total investable universe" [X Link](https://x.com/nanalyzetweets/status/1994149753039302963) 2025-11-27T21:02Z 5946 followers, XXX engagements "Adyen has nearly caught up to Paypal $PYPL when it comes to total payment volume processed" [X Link](https://x.com/nanalyzetweets/status/1994512139315266022) 2025-11-28T21:02Z 5951 followers, 1149 engagements "It's edifying to look at a picture of all stocks in the world using an index like MSCI ACWI IMI which covers XX% of the investable universe. Three takeaways: 1) XX% of your equity exposure should be global 2) Around X% of your equity exposure should be Japanese stocks 3) Nearly XX% of global exposure is in five countries" [X Link](https://x.com/nanalyzetweets/status/1994874049512591760) 2025-11-29T21:00Z 5951 followers, XXX engagements "Grok pulled together this list of the largest publicly traded offshoring firms - names like $INFY and $WIT. Seems likely these firms will be decimated by AI unless they act now to start cannibalizing their own offerings with agentic AI" [X Link](https://x.com/nanalyzetweets/status/1995221814352433157) 2025-11-30T20:02Z 5951 followers, XXX engagements "Adyen's on the cusp of matching PayPal's $PYPL TPV But US tariffs hit online sales hard slowing growth to a projected 20%. Silver lining XX% margins. This Dutch powerhouse keeps ticking. #Adyen #Fintech" [X Link](https://x.com/nanalyzetweets/status/1995583752932597832) 2025-12-01T20:00Z 5949 followers, XXX engagements "Chinese humanoids seem to be following the same trajectory as Chinese electric vehicles" [X Link](https://x.com/nanalyzetweets/status/1996293419283447962) 2025-12-03T19:00Z 5953 followers, XXX engagements "Interesting how Oracle $ORCL credit default swaps are becoming a hedge against the AI trade" [X Link](https://x.com/nanalyzetweets/status/1996626080124252418) 2025-12-04T17:02Z 5951 followers, XXX engagements "JP Morgan says $MSCI exclusion risk is already reflected in the $MSTR share price and that makes sense. The value of this company is the value of bitcoin on their balance sheet the potential of their stagnant software business that understandably gets ignored and whatever they can get for the CEO's corporate jet. If $MSTR has a market cap that's marginally less than that you could make a good argument that we've reached the proverbial "bottom."" [X Link](https://x.com/nanalyzetweets/status/1996988027512472063) 2025-12-05T17:00Z 5949 followers, XXX engagements "European investors looking for data center infrastructure exposure should check out Siemens. First question to answer would be what percentage of their revenues are tied to data infrastructure build outs" [X Link](https://x.com/nanalyzetweets/status/1997003107117445390) 2025-12-05T18:00Z 5944 followers, XXX engagements "Gas powering the biggest data centers (H/T a16z)" [X Link](https://x.com/nanalyzetweets/status/1997395679304352024) 2025-12-06T20:00Z 5952 followers, XXX engagements "Nvidia $NVDA invested $X billion in Synopsys $SNPS stock at $XXXXXX per share which represents about X% ownership of the company. This is part of a new multi-year strategic partnership between the two firms to improve semiconductor research and development. Mention was made of agentic AI engineering but largely seems like business as usual for these two firms" [X Link](https://x.com/nanalyzetweets/status/1997713229393330448) 2025-12-07T17:02Z 5952 followers, XXX engagements "@LaurenDreyer @Starlink *bush not bus. You don't travel Namibia in a bus. You do it in a Toyota 4X4 Hilux with a rooftop tent like zee Germans do" [X Link](https://x.com/nanalyzetweets/status/1997997153839677673) 2025-12-08T11:50Z 5953 followers, XX engagements "Research shows that retail investors who comprise about 6670% of active options traders predominantly use simple one-sided strategies (e.g. buying calls or puts without hedging). These traders underperform the market benchmark by an average of X% annually in mean daily returns. Selling options is a good way for most investors to underperform the market" [X Link](https://x.com/nanalyzetweets/status/1998189103888875708) 2025-12-09T00:33Z 5951 followers, XXX engagements "@BassonBrain @LaurenDreyer @Starlink So underrated Lots of Europeans there not many Americans" [X Link](https://x.com/nanalyzetweets/status/1998193388278202391) 2025-12-09T00:50Z 5953 followers, XX engagements "Medtronic $MDT finally gets clearance for their robotic surgery platform which will begin addressing 230000 urologic surgeries a year" [X Link](https://x.com/nanalyzetweets/status/1998120923640029240) 2025-12-08T20:02Z 5951 followers, XXX engagements "@TheAlphaThought You don't even need all that work to "be right." Just investing in low-fee index funds regularly over decades will do the trick. If XX% of pros can't beat the market over long periods of time Joe Retail has no chance. KISS" [X Link](https://x.com/nanalyzetweets/status/1998203644936962151) 2025-12-09T01:30Z 5953 followers, XX engagements "Extensive research shows this is not a good way to make money in fact quite the opposite. Retail investors who comprise about 6670% of active options traders predominantly use simple one-sided strategies (e.g. buying calls or puts without hedging). These traders underperform the market benchmark by an average of X% annually in mean daily returns. Research shows same conclusion for cash secured puts. Bad path to go down" [X Link](https://x.com/nanalyzetweets/status/1998228852020236723) 2025-12-09T03:10Z 5953 followers, XXX engagements "@TheLongInvest What if you're reading the pigeon entrails incorrectly Or is it that your guesses have been right so far and so the next one should be right too" [X Link](https://x.com/nanalyzetweets/status/1998516405147451398) 2025-12-09T22:13Z 5951 followers, 1601 engagements "Sure. Here you are. You can also ask Grok to produce loads more studies coming to the same conclusion. Retail investors who comprise about 6670% of active options traders predominantly use simple one-sided strategies (e.g. buying calls or puts without hedging). These traders underperform the market benchmark by an average of X% annually in mean daily returns" [X Link](https://x.com/nanalyzetweets/status/1998518576941277201) 2025-12-09T22:22Z 5951 followers, XXX engagements "China's $NVDA except it's the tiniest fraction of the actual $NVDA" [X Link](https://x.com/nanalyzetweets/status/1998528619468001319) 2025-12-09T23:02Z 5951 followers, XXX engagements "@BTCMaxiTrader @pepemoonboy @Grok What does evidence overwhelmingly suggest - that retail investors outperform or underperform when dabbling in options" [X Link](https://x.com/nanalyzetweets/status/1998550090194288720) 2025-12-10T00:27Z 5953 followers, XX engagements "@grok @BTCMaxiTrader @pepemoonboy Yep. That's exactly what this tenured team of finance professionals has found while rigorously analyzing the research. So why do so many people in fintwat land not want to believe this Why are so many instant analysts promoting options as some sure path to wealth" [X Link](https://x.com/nanalyzetweets/status/1998550705838412243) 2025-12-10T00:29Z 5953 followers, XX engagements "What could they possibly be doing that Synopsys $SNPS isn't doing already" [X Link](https://x.com/nanalyzetweets/status/1997365470542918103) 2025-12-06T18:00Z 5953 followers, XXX engagements "Abbott $ABT plans to acquire Exact Sciences $EXAS with the deal expected to close in Q2-2026. It may just resurrect those stagnant revenues and they expect to achieve $XXX million in synergies over the next three years. Is this a good move by $ABT" [X Link](https://x.com/nanalyzetweets/status/1997727861935952372) 2025-12-07T18:00Z 5953 followers, XXX engagements "Air Liquide trades on the Paris stock exchange under the ticker $AI.PA If you hold shares in registered form you get a XX% 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 XX years. If you're a foreign investor looking for some EURO exposure it's two birds with one stone" [X Link](https://x.com/nanalyzetweets/status/1998075627065192870) 2025-12-08T17:02Z 5953 followers, XXX engagements "Confluent $CFLT a data streaming stock we're holding is set to be acquired by IBM $IBM a stock we're holding in our Quantigence portfolio. Confluent shares were up XX% yesterday on the news. Funny enough this would be the second stock in our Nanalyze Disruptive Tech portfolio to be acquired by IBM in the past year. Can you guess what the first one was" [X Link](https://x.com/nanalyzetweets/status/1998222690411516026) 2025-12-09T02:46Z 5951 followers, XXX engagements "@theinformation $NVDA is a networking rival and their gross margins are mid-70s. That's truly remarkable for a company of that size. What's even more nuts is $MSFT has gross margins near 70%" [X Link](https://x.com/nanalyzetweets/status/1998519859290964071) 2025-12-09T22:27Z 5953 followers, XX engagements "Our Youtube channel has about X million views since inception. Of these XX% were males. Why is the percentage of females so low Are our off color jokes off putting Perhaps Joe should be off pudding" [X Link](https://x.com/nanalyzetweets/status/1997381042978631979) 2025-12-06T19:02Z 5951 followers, XXX engagements "@elonmusk Everybody talks about it but who will be the first to deploy a datacenter in space and when" [X Link](https://x.com/nanalyzetweets/status/1998188149131071569) 2025-12-09T00:29Z 5954 followers, XX engagements "NextEra Energy $NEE jumping on the "bullish on natural gas because of AI" bandwagon" [X Link](https://x.com/nanalyzetweets/status/1998341766601191620) 2025-12-09T10:39Z 5951 followers, XXX engagements "SoundHound $SOUN isnt some diamond in the rough. Its not the next $NVDA. Its an overvalued company with a commodity offering. But whats on exhibit here is really a typical SPAC playbook. You raise a bunch of money by making grandiose promises. Then you realize that youll never even come close to hitting those growth targets. So you take your cash windfall and start buying companies to bolt on some growth. That's what $SOUN is doing. Voice AI is a saturated market and will become a commodity. There's nothing attractive about an overvalued company swimming against the current. Dont believe us" [X Link](https://x.com/nanalyzetweets/status/1998559021599776990) 2025-12-10T01:02Z 5951 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@nanalyzetweets NanalyzeSeveral 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.
Social category influence finance XX% stocks XX% technology brands XXXXX% cryptocurrencies XXXX% countries XXXX% vc firms XXXX% automotive brands XXXX% travel destinations XXXX% social networks XXXX% celebrities XXXX%
Social topic influence ai 7.81%, $nvda #1013, hedging #121, namibia #146, future 3.13%, $gray 3.13%, $nee #39, stocks 3.13%, the world 3.13%, $pypl XXXX%
Top accounts mentioned or mentioned by @laurendreyer @starlink @biggieperms @btcmaxitrader @pepemoonboy @bassonbrain @grok @rt4995060 @redactedjackson @shanaka86 @mrderivatives @softrebels @vivek4real @therealtrtalks @saylor @sjcapitalinvest @thealphathought @thelonginvest @theinformation @elonmusk
Top assets mentioned NVIDIA Corp. (NVDA) NextEra Energy Inc (NEE) PayPal Holdings Inc (PYPL) Synopsys, Inc. (SNPS) Bloom Energy Corporation (BE) Procore Technologies, Inc. (PCOR) Intellia Therapeutics, Inc (NTLA) Infosys Limited (INFY) Witnet (WIT) Oracle Corporation (ORCL) Strategy (MSTR) Bitcoin (BTC) Msci Inc (MSCI) Medtronic PLC (MDT) Measurable Data Token (MDT) Arcblock (ABT) Exact Sciences Corp (EXAS) IBM (IBM) Confluent, Inc. Class A Common Stock (CFLT) Microsoft Corp. (MSFT) SoundHound AI, Inc. Class A Common Stock (SOUN)
Top posts by engagements in the last XX hours
"@LaurenDreyer @Starlink Emailed. Namibia is an extremely popular destination for overlanding. Making Starlink available will only increase the number of tourists because you'll be able to stay connected on the road and stay in the bus longer. Completely epic country to visit"
X Link 2025-12-08T10:28Z 5951 followers, 5160 engagements
"Bloom Energy $BE has been able to do something other large fuel cell companies haven't. They've managed to achieve a consistently positive gross margin and even their operating margin is showing signs of live. We're doing a deep-dive on them soon. What questions do you have about $BE"
X Link 2025-12-08T21:00Z 5951 followers, XXX engagements
"You need to figure out your own path because that's how you will learn :) We're just taking the time to warn investors that despite what you might hear from a plethora of fintwats dabbling in options is a bad idea because you are likely to significantly underperform the market. All the academic studies point to this. Don't hesitate to get Grok on the case"
X Link 2025-12-09T14:27Z 5951 followers, XX engagements
"Great paper talking about how "The decline in construction productivity represents one of the most significant and persistent sectoral challenges facing the U.S. economy." ProCore $PCOR promises to digitize the construction industry and hopefully increase productivity"
X Link 2025-10-03T18:00Z 5946 followers, XXX engagements
"Wireless charging was all the rage and Energous Corporation $WATT saw a great deal of interest from investors who pumped up shares on the promise of future riches alone. Patents and all that. Those who believed in this "team with a dream" would have been punished. Shares have lost XXXXX% of their value and we're now kicking them out of our tech stock catalog. No meaningful revenues no interest no exceptions"
X Link 2025-10-10T22:00Z 5949 followers, 1121 engagements
"The fate of Intellia $NTLA now lies in the hands of the Food and Drug Administration (FDA). If medical professionals can prove that the patient's death was not a direct cause of their drug trials could resume as normal or with modifications. Alternatively it could mean real trouble for the company"
X Link 2025-11-11T03:02Z 5946 followers, 1007 engagements
"Grayscale $GRAY is incredibly profitable but they're not able to grow revenues. That's because their XXXX% average expense ratio is under pressure by other ETF providers. Lower the fees or lose the assets under management"
X Link 2025-11-17T19:00Z 5953 followers, XXX engagements
"Good diagram from NextEra Energy $NEE showing how renewables are the answer to AI's energy demands. As the world's largest provider of renewable energy they may be biased but it seems to make sense. Renewables are the sources that can come online quickest"
X Link 2025-11-17T20:02Z 5952 followers, 1146 engagements
"Grayscale $GRAY is seeing their average fees decline significantly over time which is contributing to their stalled revenue growth. Multiplying their average expense ratio by their assets under management (AUM) gives you almost exact revenue numbers showing that all revenues come from expense ratios especially from their largest two ETFs which command XX% of total AUM"
X Link 2025-11-18T19:00Z 5953 followers, XXX engagements
"Per CB Insights the AI agent space has simply exploded. It's statisticallly likel that a top market leader - or at least a key enabling piece of one in the future - is found among these 1500 startups"
X Link 2025-11-23T19:00Z 5953 followers, XXX engagements
"Ever wonder how many stocks there are in the world The answer can be found in the most comprehensive global indices out there - like MSCI ACWI IMI which contains 8286 stocks across the globe and represents XX% of the total investable universe"
X Link 2025-11-27T21:02Z 5946 followers, XXX engagements
"Adyen has nearly caught up to Paypal $PYPL when it comes to total payment volume processed"
X Link 2025-11-28T21:02Z 5951 followers, 1149 engagements
"It's edifying to look at a picture of all stocks in the world using an index like MSCI ACWI IMI which covers XX% of the investable universe. Three takeaways: 1) XX% of your equity exposure should be global 2) Around X% of your equity exposure should be Japanese stocks 3) Nearly XX% of global exposure is in five countries"
X Link 2025-11-29T21:00Z 5951 followers, XXX engagements
"Grok pulled together this list of the largest publicly traded offshoring firms - names like $INFY and $WIT. Seems likely these firms will be decimated by AI unless they act now to start cannibalizing their own offerings with agentic AI"
X Link 2025-11-30T20:02Z 5951 followers, XXX engagements
"Adyen's on the cusp of matching PayPal's $PYPL TPV But US tariffs hit online sales hard slowing growth to a projected 20%. Silver lining XX% margins. This Dutch powerhouse keeps ticking. #Adyen #Fintech"
X Link 2025-12-01T20:00Z 5949 followers, XXX engagements
"Chinese humanoids seem to be following the same trajectory as Chinese electric vehicles"
X Link 2025-12-03T19:00Z 5953 followers, XXX engagements
"Interesting how Oracle $ORCL credit default swaps are becoming a hedge against the AI trade"
X Link 2025-12-04T17:02Z 5951 followers, XXX engagements
"JP Morgan says $MSCI exclusion risk is already reflected in the $MSTR share price and that makes sense. The value of this company is the value of bitcoin on their balance sheet the potential of their stagnant software business that understandably gets ignored and whatever they can get for the CEO's corporate jet. If $MSTR has a market cap that's marginally less than that you could make a good argument that we've reached the proverbial "bottom.""
X Link 2025-12-05T17:00Z 5949 followers, XXX engagements
"European investors looking for data center infrastructure exposure should check out Siemens. First question to answer would be what percentage of their revenues are tied to data infrastructure build outs"
X Link 2025-12-05T18:00Z 5944 followers, XXX engagements
"Gas powering the biggest data centers (H/T a16z)"
X Link 2025-12-06T20:00Z 5952 followers, XXX engagements
"Nvidia $NVDA invested $X billion in Synopsys $SNPS stock at $XXXXXX per share which represents about X% ownership of the company. This is part of a new multi-year strategic partnership between the two firms to improve semiconductor research and development. Mention was made of agentic AI engineering but largely seems like business as usual for these two firms"
X Link 2025-12-07T17:02Z 5952 followers, XXX engagements
"@LaurenDreyer @Starlink *bush not bus. You don't travel Namibia in a bus. You do it in a Toyota 4X4 Hilux with a rooftop tent like zee Germans do"
X Link 2025-12-08T11:50Z 5953 followers, XX engagements
"Research shows that retail investors who comprise about 6670% of active options traders predominantly use simple one-sided strategies (e.g. buying calls or puts without hedging). These traders underperform the market benchmark by an average of X% annually in mean daily returns. Selling options is a good way for most investors to underperform the market"
X Link 2025-12-09T00:33Z 5951 followers, XXX engagements
"@BassonBrain @LaurenDreyer @Starlink So underrated Lots of Europeans there not many Americans"
X Link 2025-12-09T00:50Z 5953 followers, XX engagements
"Medtronic $MDT finally gets clearance for their robotic surgery platform which will begin addressing 230000 urologic surgeries a year"
X Link 2025-12-08T20:02Z 5951 followers, XXX engagements
"@TheAlphaThought You don't even need all that work to "be right." Just investing in low-fee index funds regularly over decades will do the trick. If XX% of pros can't beat the market over long periods of time Joe Retail has no chance. KISS"
X Link 2025-12-09T01:30Z 5953 followers, XX engagements
"Extensive research shows this is not a good way to make money in fact quite the opposite. Retail investors who comprise about 6670% of active options traders predominantly use simple one-sided strategies (e.g. buying calls or puts without hedging). These traders underperform the market benchmark by an average of X% annually in mean daily returns. Research shows same conclusion for cash secured puts. Bad path to go down"
X Link 2025-12-09T03:10Z 5953 followers, XXX engagements
"@TheLongInvest What if you're reading the pigeon entrails incorrectly Or is it that your guesses have been right so far and so the next one should be right too"
X Link 2025-12-09T22:13Z 5951 followers, 1601 engagements
"Sure. Here you are. You can also ask Grok to produce loads more studies coming to the same conclusion. Retail investors who comprise about 6670% of active options traders predominantly use simple one-sided strategies (e.g. buying calls or puts without hedging). These traders underperform the market benchmark by an average of X% annually in mean daily returns"
X Link 2025-12-09T22:22Z 5951 followers, XXX engagements
"China's $NVDA except it's the tiniest fraction of the actual $NVDA"
X Link 2025-12-09T23:02Z 5951 followers, XXX engagements
"@BTCMaxiTrader @pepemoonboy @Grok What does evidence overwhelmingly suggest - that retail investors outperform or underperform when dabbling in options"
X Link 2025-12-10T00:27Z 5953 followers, XX engagements
"@grok @BTCMaxiTrader @pepemoonboy Yep. That's exactly what this tenured team of finance professionals has found while rigorously analyzing the research. So why do so many people in fintwat land not want to believe this Why are so many instant analysts promoting options as some sure path to wealth"
X Link 2025-12-10T00:29Z 5953 followers, XX engagements
"What could they possibly be doing that Synopsys $SNPS isn't doing already"
X Link 2025-12-06T18:00Z 5953 followers, XXX engagements
"Abbott $ABT plans to acquire Exact Sciences $EXAS with the deal expected to close in Q2-2026. It may just resurrect those stagnant revenues and they expect to achieve $XXX million in synergies over the next three years. Is this a good move by $ABT"
X Link 2025-12-07T18:00Z 5953 followers, XXX engagements
"Air Liquide trades on the Paris stock exchange under the ticker $AI.PA If you hold shares in registered form you get a XX% 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 XX years. If you're a foreign investor looking for some EURO exposure it's two birds with one stone"
X Link 2025-12-08T17:02Z 5953 followers, XXX engagements
"Confluent $CFLT a data streaming stock we're holding is set to be acquired by IBM $IBM a stock we're holding in our Quantigence portfolio. Confluent shares were up XX% yesterday on the news. Funny enough this would be the second stock in our Nanalyze Disruptive Tech portfolio to be acquired by IBM in the past year. Can you guess what the first one was"
X Link 2025-12-09T02:46Z 5951 followers, XXX engagements
"@theinformation $NVDA is a networking rival and their gross margins are mid-70s. That's truly remarkable for a company of that size. What's even more nuts is $MSFT has gross margins near 70%"
X Link 2025-12-09T22:27Z 5953 followers, XX engagements
"Our Youtube channel has about X million views since inception. Of these XX% were males. Why is the percentage of females so low Are our off color jokes off putting Perhaps Joe should be off pudding"
X Link 2025-12-06T19:02Z 5951 followers, XXX engagements
"@elonmusk Everybody talks about it but who will be the first to deploy a datacenter in space and when"
X Link 2025-12-09T00:29Z 5954 followers, XX engagements
"NextEra Energy $NEE jumping on the "bullish on natural gas because of AI" bandwagon"
X Link 2025-12-09T10:39Z 5951 followers, XXX engagements
"SoundHound $SOUN isnt some diamond in the rough. Its not the next $NVDA. Its an overvalued company with a commodity offering. But whats on exhibit here is really a typical SPAC playbook. You raise a bunch of money by making grandiose promises. Then you realize that youll never even come close to hitting those growth targets. So you take your cash windfall and start buying companies to bolt on some growth. That's what $SOUN is doing. Voice AI is a saturated market and will become a commodity. There's nothing attractive about an overvalued company swimming against the current. Dont believe us"
X Link 2025-12-10T01:02Z 5951 followers, XXX engagements
/creator/x::nanalyzetweets