#  @samsolid57 Sam Badawi Sam Badawi's company, Nebius ($NBIS), is making significant strides in the tech industry, particularly with its AI training platform and partnerships with major companies like Uber, Microsoft, and Amazon. Recently, $NBIS has seen a surge in growth, heading towards an all-time high, with increasing attention from investors and analysts. Its CEO, Andy Jassy, is optimistic about the company's future, especially with its expansion into Latin America and growing capacity to support AI infrastructure. ### Engagements: [-------] [#](/creator/twitter::1241543417093451776/interactions)  - [--] Week [---------] +53% - [--] Month [---------] +46% - [--] Months [----------] +275% - [--] Year [----------] +3,809% ### Mentions: [---] [#](/creator/twitter::1241543417093451776/posts_active)  - [--] Week [---] +11% - [--] Month [---] +38% - [--] Months [-----] +30% - [--] Year [-----] +365% ### Followers: [------] [#](/creator/twitter::1241543417093451776/followers)  - [--] Week [------] +0.67% - [--] Month [------] +3.20% - [--] Months [------] +110% - [--] Year [------] +729% ### CreatorRank: [------] [#](/creator/twitter::1241543417093451776/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1010 [technology brands](/list/technology-brands) #6630 [finance](/list/finance) #3202 [cryptocurrencies](/list/cryptocurrencies) #2013 [automotive brands](/list/automotive-brands) #5073 [social networks](/list/social-networks) 3.24% [currencies](/list/currencies) 2.16% [countries](/list/countries) 2.16% [financial services](/list/financial-services) #1191 [exchanges](/list/exchanges) 1.08% **Social topic influence** [$amzn](/topic/$amzn) #9, [ai](/topic/ai) #2719, [$nbis](/topic/$nbis) #49, [$iren](/topic/$iren) #41, [$googl](/topic/$googl) #173, [$msft](/topic/$msft) #21, [iren](/topic/iren) #26, [$meta](/topic/$meta) #17, [meta](/topic/meta) #1202, [googl](/topic/googl) #5 **Top accounts mentioned or mentioned by** [@amitisinvesting](/creator/undefined) [@wolf_financial](/creator/undefined) [@william_r2rclub](/creator/undefined) [@bitget](/creator/undefined) [@grok](/creator/undefined) [@frameworkwisely](/creator/undefined) [@stevenfiorillo](/creator/undefined) [@jbulltard1](/creator/undefined) [@ilzmcfly](/creator/undefined) [@saynototrading](/creator/undefined) [@meme0rable](/creator/undefined) [@fundstrat](/creator/undefined) [@widemoatczar](/creator/undefined) [@mikeschiemer](/creator/undefined) [@stockmeetups](/creator/undefined) [@mukund](/creator/undefined) [@stupkastanislav](/creator/undefined) [@austinsstocks](/creator/undefined) [@rokajoska](/creator/undefined) [@wolfryan](/creator/undefined) **Top assets mentioned** [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Orochi Network (ON)](/topic/$on) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Ethereum (ETH)](/topic/$eth) [Axcelis Technologies Inc (ACLS)](/topic/$acls) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Bitcoin (BTC)](/topic/$btc) [CoreWeave, Inc (CRWV)](/topic/$crwv) [TeraWulf Inc. (WULF)](/topic/$wulf) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Taiwan Semiconductor (TSM)](/topic/$tsm) [ZetaChain (ZETA)](/topic/$zeta) [Applied Digital Corp. (APLD)](/topic/$apld) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [AppLovin Corporation (APP)](/topic/$app) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Sandisk Corporation (SNDK)](/topic/$sndk) [Novo-Nordisk (NVO)](/topic/$nvo) [Reddit, Inc. (RDDT)](/topic/$rddt) [Salesforce Inc (CRM)](/topic/$crm) [Brookfield Corporation (BN)](/topic/$bn) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Apple, Inc. (AAPL)](/topic/$aapl) [Snowflake Inc. (SNOW)](/topic/$snow) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Arista Networks Inc (ANET)](/topic/$anet) [Now Coin (NOW)](/topic/$now) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Western Digital Corp (WDC)](/topic/$wdc) [Oklo Inc. (OKLO)](/topic/$oklo) [MercadoLibre Inc (MELI)](/topic/$meli) [Oracle Corporation (ORCL)](/topic/$orcl) ### Top Social Posts Top posts by engagements in the last [--] hours "$AMAT just proved that datacenter spend continues and is heavily concentrated in memory right now. DRAM: $MU Samsung SK Hynix NAND: $SNDK $WDC These companies design silicon that is fabricated using equipment from Applied Materials and $ACLS through ion implantation systems. Applied Materials beat revenue estimates and raised guidance for its Semiconductor Systems segment. As @MonetiveWealth mentioned citing UBS a significant portion of the increased CapEx from $GOOGL $META $AMZN is tied to higher memory costs and could rise by an aggregated $100B per year. $NVDA may have seen this coming the" [X Link](https://x.com/samsolid57/status/2022120529935970629) 2026-02-13T01:27Z 37.1K followers, [----] engagements "@jt_xrp Kevin Warsh could do a funny thing" [X Link](https://x.com/samsolid57/status/2022070941556380054) 2026-02-12T22:10Z 37.1K followers, [---] engagements "Full disclosure I dont make predictions where the market is going to go. That is a losers game. Just react" [X Link](https://x.com/samsolid57/status/2022178759198277756) 2026-02-13T05:19Z 37.1K followers, [----] engagements "What did $HIMS do to $NVO Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3 Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3" [X Link](https://x.com/samsolid57/status/2019420401525530948) 2026-02-05T14:38Z 37.1K followers, [----] engagements "$RDDT Director dumps $7.5M into her position. Thats some serious conviction. Bottom anyone" [X Link](https://x.com/samsolid57/status/2022139989090615557) 2026-02-13T02:45Z 37.1K followers, 32.1K engagements "Seth Klarman just wagered a [---] BILLION DOLLAR bet on $AMZN after selling half of his $GOOGL stake. Some serious conviction" [X Link](https://x.com/samsolid57/status/2022484771130200472) 2026-02-14T01:35Z 37.1K followers, 171.9K engagements "How cooked am I Seth Klarman just wagered a [---] BILLION DOLLAR bet on $AMZN after selling half of his $GOOGL stake. Some serious conviction. https://t.co/byaS0eFwF4 Seth Klarman just wagered a [---] BILLION DOLLAR bet on $AMZN after selling half of his $GOOGL stake. Some serious conviction. https://t.co/byaS0eFwF4" [X Link](https://x.com/samsolid57/status/2022512204239827398) 2026-02-14T03:24Z 37.1K followers, 10.8K engagements "https://x.com/samsolid57/status/2022495727419822481s=46 Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth. https://x.com/samsolid57/status/2022495727419822481s=46 Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth" [X Link](https://x.com/samsolid57/status/2022552102850159053) 2026-02-14T06:02Z 37.1K followers, [----] engagements "$BN Brookfield plans to start a cloud business to lower AI infrastructure costs per The Information" [X Link](https://x.com/samsolid57/status/2006425347429183673) 2025-12-31T18:00Z 37.1K followers, 41.9K engagements "MARKET CLOSE: $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $META https://x.com/i/broadcasts/1MnxnPPojroGO https://www.youtube.com/watchv=J5zKmd6mn9w https://x.com/i/broadcasts/1MnxnPPojroGO https://www.youtube.com/watchv=J5zKmd6mn9w" [X Link](https://x.com/samsolid57/status/2022424123817984302) 2026-02-13T21:34Z 37.1K followers, [----] engagements "SCARCITY VS SCALE $RACE limits supply. Ferrari keeps volumes below demand protecting pricing power and margins at the very top of the luxury stack. $NVDA faces the opposite dynamic. Nvidia keeps walking into higher prices because AI demand is overwhelming the supply chain for advanced memory with $MU and $SNDK effectively sold out so GPUs and full systems get repriced upward even if the strategy is simply to ship as many accelerators as possible. With AI capex already running toward the high hundreds of billions and UBS calling for roughly 66% growth with a continued ramp into [----] this looks" [X Link](https://x.com/samsolid57/status/2022712163094381030) 2026-02-14T16:38Z 37.1K followers, [----] engagements "Which stock does this on Tuesday" [X Link](https://x.com/samsolid57/status/2022747493373816866) 2026-02-14T18:59Z 37.1K followers, 18.3K engagements "Year to date review so far and Im up about 8% YTD which brings me back to a Stan Druckenmiller clip I keep replaying. $ON is up roughly 33% YTD and $AMKR about 20% while $SPY is flat and $QQQ is down around 2%. That spread versus the indices came from concentrating in semiconductors and the AI infrastructure build out instead of hugging the benchmark. Druckenmiller talks about pressing when youre up rather than protecting a high-water mark. Most managers get defensive after 20%. He leaned in. I relate to that. If the cycle is intact and the spending is real I press. With discipline. With" [X Link](https://x.com/samsolid57/status/2022762832769716554) 2026-02-14T20:00Z 37.1K followers, [----] engagements "CANDIDATES FOR $SPX INCLUSION TODAY AT 5:15 PM ET With $CVX officially completing its acquisition of $HESS a spot just opened up in the S&P [---]. $APP Applovin $HOOD Robinhood $CVNA Carvana $ARES Ares Management $CPNG Coupang $VRT Vertiv $VEEV Veeva Systems" [X Link](https://x.com/samsolid57/status/1946270604841369661) 2025-07-18T18:07Z 37.1K followers, 35.6K engagements "$BYND REPORTEDLY FILES FOR CHAPTER [--] BANKRUPTCY Stock is more fake than their meat at this point. Down 10.4% AH" [X Link](https://x.com/anyuser/status/1956111786907984073) 2025-08-14T21:52Z 37.1K followers, 378.5K engagements "$SPX MOST EXPENSIVE STOCKS $PLTR Palantir $TSLA Tesla $INTC Intel $LYV Live Nation Entertainment $CCI Crown Castle $VTR Ventas $CRWD CrowdStrike $AXON Axon Enterprise $CSGP CoStar Group $ARE Alexandria Real Estate Equities Very surprised to see some in this list. But if Crown Castle can be here so can $ASTS in the future. https://twitter.com/i/web/status/1958877716113141768 https://twitter.com/i/web/status/1958877716113141768" [X Link](https://x.com/samsolid57/status/1958877716113141768) 2025-08-22T13:03Z 37K followers, [----] engagements "HIMS LAUNCHES NEW RX TESTOSTERONE COMPOUNDS LAUNCH & AT-HOME LABS $HIMS [-----] +8.4%" [X Link](https://x.com/anyuser/status/1963246622931837348) 2025-09-03T14:24Z 37.1K followers, 93.1K engagements "$GOOGL WAYMO TO INTEGRATE AUTONOMY INTO PUBLIC TRANSPORTATION This is insane Starting in Chandler AZ Waymo has partnered with $VIA to roll out autonomous vehicles into public transit" [X Link](https://x.com/samsolid57/status/1968653033572557261) 2025-09-18T12:27Z 37.1K followers, [----] engagements "ENERGY DEMAND FROM DATACENTERS HAS A 10Y CAGR AT 14.8% Companies to benefit from this demand: Nuclear: $CEG $CCJ $OKLO $NNE $SMR $GEV $BN $BAM (Westinghouse) $BWXT $LTBR LNG (Natural Gas): $NEXT $VG $LNG $TELL Renewables: $NEE $BE $FSLR $ENPH $RUN $ORA Battery Suppliers: $TSLA $EOSE $ENS $ALB $LAC Grid / Utilities: $DUK $SO $EXC $D $AEP $ED $PCG $XEL $EIX https://twitter.com/i/web/status/1974894101729546425 https://twitter.com/i/web/status/1974894101729546425" [X Link](https://x.com/anyuser/status/1974894101729546425) 2025-10-05T17:47Z 37.1K followers, 141.6K engagements "$TMQ INTERIOR SECRETARY ANNOUNCES US INVESTMENT IN TRILOGY METALS Stock was up as much as 211% AH" [X Link](https://x.com/samsolid57/status/1975298069781766230) 2025-10-06T20:32Z 36.9K followers, 24K engagements "$BMNR CHAIR TOM LEE WARNS OF ANOTHER FLUSH ON MONDAY BUT WOULD BE HIGHER NEXT WEEK $GRNY could set up nicely if it bounces. He also noted that markets rarely bottom on a Friday. What are you guys planning to buy" [X Link](https://x.com/anyuser/status/1977055473917669600) 2025-10-11T16:55Z 37.1K followers, 346.7K engagements "The Argentina stock market is ripping after Mileis party wins the mid term elections. $ARGT One of the largest ETFs for the country is up 18% pre market $BMA which is a large bank in the country is up 35% $TEO +25% Other LatAm stocks are rallying premarket $MELI +6.94% $NU +2.53% $DLO +3.74% This is wild https://twitter.com/i/web/status/1982799779156664737 https://twitter.com/i/web/status/1982799779156664737" [X Link](https://x.com/samsolid57/status/1982799779156664737) 2025-10-27T13:21Z 37K followers, [----] engagements "$META is now the CHEAPEST Mag7 stock. Next are $AMZN and $GOOGL. $TSLA is on another planet. maybe Mars soon. $MSFT and $AAPL battle head-to-head for the largest company in the world behind $NVDA" [X Link](https://x.com/anyuser/status/1984587505325203940) 2025-11-01T11:45Z 37.1K followers, 204K engagements "$ORCL had $366B of market cap wiped out in [--] months" [X Link](https://x.com/samsolid57/status/1990534041326747828) 2025-11-17T21:34Z 37.1K followers, 10.5K engagements "EOS ENERGY LAUNCHES $500M FINANCING PACKAGE $EOSE shares dropped roughly 9% AH after announcing a registered direct equity offering and a $500M private sale of 6.75% [----] convertible senior notes" [X Link](https://x.com/samsolid57/status/1990903130197012902) 2025-11-18T22:01Z 36.9K followers, 105.9K engagements "Which stock will do this tomorrow after $NVDA earnings" [X Link](https://x.com/samsolid57/status/1990982819603193907) 2025-11-19T03:17Z 37K followers, 424.2K engagements "Elastic - Q2 FY2026 Earnings $ESTC [-----] -11.92% AH ✅ Revenue: $423M (Est: $416M) +20% YoY ✅ EPS: $0.36 (Est: $0.30) Additional Metrics: Subscription Revenue: $389M +21% YoY Elastic Cloud Revenue: $145M +22% YoY Remaining Performance Obligations (RPO): $1.45B +14% YoY Operating Cash Flow: $89M +21% YoY Free Cash Flow: $80M +27% YoY GAAP Operating Margin: -1.5% Non-GAAP Operating Margin: 13.5% Q3 FY2026 Guidance: ⚪ Revenue: $428-430M (Est: $426M) ⚪ EPS: $0.35-0.37 (Est: $0.34) FY2026 Guidance: ⚪ Revenue: $1.676-1.682B (Est: $1.67B) ⚪ EPS: $1.32-1.36 (Est: $1.31)" [X Link](https://x.com/samsolid57/status/1991624411393495188) 2025-11-20T21:47Z 37.1K followers, [----] engagements "$SNDK WILL BE ADDED TO THE S&P [---] $SPY will include Sandisk and replace $IPG this Friday. The stock is up 10% AH" [X Link](https://x.com/samsolid57/status/1993084064761622638) 2025-11-24T22:27Z 36.9K followers, [----] engagements "Marvell Technology - Q3 [----] Earnings $MRVL [-----] -4.29% AH ✅ Revenue: $2.075B (Est: $2.06B) +37% YoY ✅ EPS: $0.68 (Est: $0.67) Additional Metrics: - Data Center Revenue: $1.308B +54% YoY 63% of total - AI Revenue: $800M +2.7x YoY - AI mix of Data Center: 61% - AI mix of Total Revenue: 39% - AI Guidance Next Q: $900M - Gross Margin: 62.0% GAAP 64.9% Non-GAAP - Operating Margin: 7.5% GAAP 32.6% Non-GAAP - Net Income: $93.4M GAAP $452.6M Non-GAAP - Diluted EPS: $0.11 GAAP $0.68 Non-GAAP Q4 [----] Guidance: ✅ Revenue: $1.420-1.520B (Est: $1.44B) ✅ EPS: $0.41-0.51 (Est: $0.46) Segment Highlights: -" [X Link](https://x.com/samsolid57/status/1995965573021515980) 2025-12-02T21:17Z 37.1K followers, 10.2K engagements "Metaverse to $0 but META to $1000 LIVE at 2PM EST Today @WOLF_Financial Link in the reply below 👇 Is Zucks Ditching the Metaverse $META Earnings Recap $PATH $SNOW $CRM Santa Clause is COMING $SPY $QQQ Sports Picks: Lions or Cowboys" [X Link](https://x.com/samsolid57/status/1996622390374420964) 2025-12-04T16:47Z 37.1K followers, [----] engagements "$META TRIVIA QUESTION What happens to Operating Income next quarter" [X Link](https://x.com/samsolid57/status/1996639813316104499) 2025-12-04T17:56Z 36.9K followers, [----] engagements "MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best risk-reward setups in the space. Free Cash Flow Margins $ZETA 12% $CRM 32% $ADBE 41% $HUBS 22% $BRZE 5% $KVYO 15%" [X Link](https://x.com/samsolid57/status/1997383970531729846) 2025-12-06T19:13Z 36.9K followers, 18.8K engagements "EV is coming back for [----] with $RIVN and $TSLA. Who is developing their chip Curious. Power-chip companies: $NVTS $ON $WOLF $SITM I do wonder if it is one of these guys. Very long ON Semiconductor. Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6 Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6" [X Link](https://x.com/samsolid57/status/1999166054631977018) 2025-12-11T17:15Z 37.1K followers, [----] engagements "$ZS Zscaler is now 32% from its recent ATHs. Not nearly as close as the 80% drawdown after 2021" [X Link](https://x.com/samsolid57/status/2005713471476998473) 2025-12-29T18:52Z 36.9K followers, [----] engagements "Cathie Wood sees an opportunity in $TWST heading into year end with exposure through $ARKK and $ARKG. Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T" [X Link](https://x.com/samsolid57/status/2006202015588737220) 2025-12-31T03:13Z 36.9K followers, [----] engagements "$BN BROOKFIELD ENTERS CLOUD AI ARENA Brookfield is planning to launch a cloud business called Radiant building on its previously announced $100B AI infrastructure program. Backed by partnerships with investment firms and $NVDA the strategy is to own more of the AI value chain and lower costs by controlling the physical infrastructure that AI actually runs on. Is Brookfield the AI play for [----] They already own nuclear assets like Westinghouse which gives them exposure to long-duration power an increasingly critical resource for AI. Entering cloud services allows Brookfield to offer compute" [X Link](https://x.com/samsolid57/status/2006426259346305401) 2025-12-31T18:04Z 36.9K followers, [----] engagements "Here are some of the worst performing stocks this year. $TTD -67.40% $FISV -67.14% $DECK -49.24% $IT -47.86% $ARE -47.74% $LULU -45.35% $MOH -43.36% $CHTR -39.56% $FDS -38.47% $DOW -37.64%" [X Link](https://x.com/samsolid57/status/2006444143619485850) 2025-12-31T19:15Z 36.9K followers, [----] engagements "Cathie Wood is buying more $TEM in $ARKK and $ARKG after a near 40% drawdown. Is it time Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5 Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5" [X Link](https://x.com/samsolid57/status/2007521696274887064) 2026-01-03T18:37Z 36.9K followers, 10.9K engagements "Applied Digital - Q2 FY2026 Earnings $APLD [-----] +8.33% AH ✅ Revenue: $126.6M (Est: $79.7M) +250% YoY ✅ EPS: -$0.08 (Est: -$0.17) Additional Metrics: - High-Performance Computing (HPC) Hosting Revenue: $80.2M +388% QoQ - Crypto Hosting Revenue: $46.4M - GAAP Net Income: $5.4M - Adjusted EBITDA: $47.2M - Gross Margin: 41% - Net Margin: 4% Strategic Updates: - HPC business now 63% of total revenue - Focused expansion into AI and HPC hosting services - Operating [--] HPC datacenters and planning additional capacity in [----] https://twitter.com/i/web/status/2009021268281184306" [X Link](https://x.com/samsolid57/status/2009021268281184306) 2026-01-07T21:56Z 37K followers, 10.1K engagements "Tons of AH movers $RVMD +14.81% $GRMN +6.91% $RKT +6.59% $NLY +2.92% $DRS +2.73% $OPEN +11.82% $OSCR +7.22%" [X Link](https://x.com/samsolid57/status/2009417987187736735) 2026-01-09T00:12Z 37.1K followers, [----] engagements "Here is the reality of capping credit card interest rates at 10%. Lenders and consumer finance platforms like $SOFI $AXP $COF $DFS $NU and $MELI along with issuing banks such as $JPM $BAC $C and $WFC rely on risk-based pricing to cover credit losses funding costs fraud and operating margins. Cap rates too low and large portions of unsecured consumer credit immediately become uneconomic. When lenders cannot price for risk losses rise and credit availability contracts. That hits earnings pressures stock prices and eventually forces companies to raise debt or equity at unfavorable terms. This is" [X Link](https://x.com/samsolid57/status/2009836859166445766) 2026-01-10T03:57Z 36.9K followers, 320K engagements "$SE Sea Limited is still down roughly 65% from its [----] all-time highs. Management recently raised take rates and the market reacted negatively. The concern is that higher take rates can pressure merchants and consumers slow GMV growth and signal a shift from growth-first to margin-first at a time when investors remain sensitive to demand elasticity in Southeast Asia. https://twitter.com/i/web/status/2011136746885689351 https://twitter.com/i/web/status/2011136746885689351" [X Link](https://x.com/samsolid57/status/2011136746885689351) 2026-01-13T18:02Z 37.1K followers, [----] engagements "Cathie Wood did some rebalancing across $ARKK and $ARKW rotating out of mega-cap exposure and trimming defense. She sold about $37.9M of $TSLA and bought $39M of $AVGO She also sold some $KTOS $TSM $TER. Cathie Wood and Ark Invest sold [-----] shares of Tesla $TSLA today in $ARKK Cathie Wood and Ark Invest bought [------] shares of Broadcom $AVGO today in $ARKK https://t.co/182Oe1BVMe Cathie Wood and Ark Invest sold [-----] shares of Tesla $TSLA today in $ARKK Cathie Wood and Ark Invest bought [------] shares of Broadcom $AVGO today in $ARKK https://t.co/182Oe1BVMe" [X Link](https://x.com/samsolid57/status/2011607185747550639) 2026-01-15T01:11Z 36.9K followers, [----] engagements "$APP is down nearly 5% as the market digests another short attack on the dominant advertising platform. ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied to Asian criminal networks. But at the end of the day these reports often trigger a https://t.co/dEoQlmki8A ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied" [X Link](https://x.com/samsolid57/status/2013454390946853340) 2026-01-20T03:31Z 37K followers, 15.2K engagements "$PGY is down 50% in just [--] months. What happened" [X Link](https://x.com/samsolid57/status/2013481933909496207) 2026-01-20T05:21Z 37K followers, 23.6K engagements "Cathie Wood sold some $KTOS out of $ARKK and $ARKQ yesterday ahead of todays brutal -6.3% move. She also bought some $AMD in $ARKX yesterday which is up 7.7% today. Here's every move Cathie Wood and Ark Invest made in the stock market today 1/20 https://t.co/PjjjfjkERJ Here's every move Cathie Wood and Ark Invest made in the stock market today 1/20 https://t.co/PjjjfjkERJ" [X Link](https://x.com/samsolid57/status/2014110348559917083) 2026-01-21T22:58Z 36.9K followers, [----] engagements "Which stock would you categorize as a Class A dumpster fire right now" [X Link](https://x.com/samsolid57/status/2014899855077019943) 2026-01-24T03:15Z 36.9K followers, 18.3K engagements "YTD PERFORMANCE - NEOCLOUDS & MINERS For context $SPY and $QQQ are up roughly 1% YTD. 🤯 $APLD +34.1% $IREN +32.7% $GLXY +28.9% $BTDR +25.8% $RIOT +22.0% $CLSK +18.7% $CRWV +17.2% $WULF +10.8% $CIFR +8.5% $MARA +6.0% $BITF +5.9% $NBIS +5.1% $BTBT +3.4%" [X Link](https://x.com/samsolid57/status/2015414378841960848) 2026-01-25T13:20Z 37K followers, [----] engagements "DATACENTER BILL OF MATERIALS DISTRIBUTION Power & Cooling $LGND $VRT Servers $CSCO $NVDA $SMCI Networking $FTNT $PANW $ANET Storage $WDC $DELL $PSTG Backup / DR $CVLT $RBRK Software $WCC $COMM Racks & Cable $HPE DELL" [X Link](https://x.com/samsolid57/status/2015445581489946655) 2026-01-25T15:24Z 36.9K followers, [----] engagements "$IONQ is acquiring $SKYT SkyWater Technology in a $1.8B deal at $35 per share made up of $15 in cash and $20 in IonQ stock" [X Link](https://x.com/samsolid57/status/2015786052984975515) 2026-01-26T13:57Z 36.9K followers, [----] engagements "Bullish for $MRVL if they designed this chip. But as always $TSM and $AVGO take the cake. JUST IN: Microsoft $MSFT unveils MAIA [---] AI inference chip. Another Mag [--] goes in-house 🚨 $NVDA https://t.co/oofBqAPRMX JUST IN: Microsoft $MSFT unveils MAIA [---] AI inference chip. Another Mag [--] goes in-house 🚨 $NVDA https://t.co/oofBqAPRMX" [X Link](https://x.com/samsolid57/status/2015822377003991512) 2026-01-26T16:21Z 36.9K followers, 12.3K engagements "So $RDDT is down either due to the EU increasing scrutiny on social media platforms for minors or because Cleveland Research flagged a potential slowdown in advertising revenue this year. Either way the stock is back below $200. OpenAIs ChatGPT sources nearly 50% of its factual inputs from $GOOGL and YouTube. Roughly 40% comes from $RDDT with the remainder drawn from platforms like $META $AMZN and other databases. https://t.co/mK0CVuXGLC OpenAIs ChatGPT sources nearly 50% of its factual inputs from $GOOGL and YouTube. Roughly 40% comes from $RDDT with the remainder drawn from platforms like" [X Link](https://x.com/samsolid57/status/2016193426119938350) 2026-01-27T16:55Z 36.8K followers, [----] engagements "Me everytime people panic sell $MELI" [X Link](https://x.com/samsolid57/status/2016229957945721310) 2026-01-27T19:20Z 36.9K followers, [----] engagements "HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data center infrastructure in the U.S. Microchip Technology Industrial and automotive MCU demand improves as long-cycle analog orders normalize in U.S.-centric end markets. onsemi EV power SiC and energy infrastructure exposure aligns directly with the recovery TXN is signaling. STMicroelectronics Automotive and industrial analog" [X Link](https://x.com/samsolid57/status/2016504809113768184) 2026-01-28T13:33Z 36.9K followers, [----] engagements "$META dip buyers rn" [X Link](https://x.com/samsolid57/status/2016629729877708999) 2026-01-28T21:49Z 36.8K followers, 21.6K engagements "Great day to be long analog semis $ON $TXN $NXPI STMicroelectronics - Q4 [----] Earnings ✅ Revenue: $3.33B (Est: $3.28B) ✅ Gross Margin: 35.2% (Est: 35.1%) Q1 [----] Guidance: ✅ Revenue: $3.04B (Est: $2.92B) ✅ Gross Margin: 33.7% (Est: 33.3%) HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data https://t.co/nRcTYrbt01 HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and" [X Link](https://x.com/samsolid57/status/2016756242128175179) 2026-01-29T06:12Z 37.1K followers, [----] engagements "Its not just SaaS getting crushed fintech is right there with it. $SPY +1.98% $QQQ +3.08% Meanwhile fintech: $AFRM -11.7% $FOUR -4.3% $KLAR -10.7% $PYPL -7.0% $SOFI -10.4% $TOST -6.3% $XYZ -1.4% Breadth matters. This market is telling you exactly where it wants to be" [X Link](https://x.com/samsolid57/status/2016856886453084568) 2026-01-29T12:52Z 37K followers, [----] engagements "$MSFT Azure is accelerating where it matters most. Growth holding near 40% alongside a sharp increase in commercial bookings and RPO points to durable multi-year demand visibility even as margins reflect continued investment to support that scale. The question now is how $GOOGL Cloud and $AMZN AWS stack up as they report and whether they show the same depth of forward demand. https://twitter.com/i/web/status/2016879275178176515 https://twitter.com/i/web/status/2016879275178176515" [X Link](https://x.com/samsolid57/status/2016879275178176515) 2026-01-29T14:21Z 36.8K followers, [----] engagements "President Trump JUST SAID that he will announce his new Fed Chair nominee next week. $BLK CIO Rick Rieder is leading at 38%" [X Link](https://x.com/samsolid57/status/2016924844538155121) 2026-01-29T17:22Z 37K followers, [----] engagements "$NU RECEIVES APPROVAL TO ESTABLISH A U.S. NATIONAL BANK" [X Link](https://x.com/samsolid57/status/2016958614280507881) 2026-01-29T19:36Z 36.9K followers, 67.4K engagements "$META is the 6th largest company in the world at $1.867T overtaking $TSM" [X Link](https://x.com/samsolid57/status/2017227030543348115) 2026-01-30T13:22Z 37.1K followers, [----] engagements "Gut punching reaction to $U from the $GOOGL news $GOOGL Gemini is taking market share of AI across all products with the release of Genie [--]. https://t.co/R26Sj0vDU7 $GOOGL Gemini is taking market share of AI across all products with the release of Genie [--]. https://t.co/R26Sj0vDU7" [X Link](https://x.com/samsolid57/status/2017291626364998136) 2026-01-30T17:39Z 36.9K followers, [----] engagements "@SayNoToTrading Sheeeesh" [X Link](https://x.com/samsolid57/status/2017638471481839992) 2026-01-31T16:37Z 36.9K followers, [----] engagements "@SayNoToTrading $AXON is trading at the level I bought it at last April and a much better business. Its just terrible sentiment for software right now. Babies get thrown out with the bath water" [X Link](https://x.com/samsolid57/status/2017664905277538776) 2026-01-31T18:22Z 36.9K followers, [---] engagements "Welcome to a new era of human transportation. Hard to be bearish long term on $GOOGL and $TSLA as they shape the future of autonomous ride sharing. $UBER and $LYFT will continue to aggregate demand increasingly powered by platforms like Waymo and $NBIS Avride. Market meltdowns are opportunities not sell signals for the convicted. https://x.com/Waymo/status/1989030563710136746/video/1 https://x.com/Waymo/status/1989030563710136746/video/1" [X Link](https://x.com/samsolid57/status/2017691896525529377) 2026-01-31T20:10Z 36.9K followers, [----] engagements "How Im feeling about $AMZN calls I bought last week" [X Link](https://x.com/samsolid57/status/2018153225749443038) 2026-02-02T02:43Z 37K followers, 41.9K engagements "Did a $ZETA thing" [X Link](https://x.com/samsolid57/status/2018238530519216523) 2026-02-02T08:22Z 37K followers, 27.6K engagements "Just a $31T economy growing at 4.2% Probably nothing" [X Link](https://x.com/samsolid57/status/2018358882234732549) 2026-02-02T16:20Z 37K followers, [----] engagements "Live shot of $AMZN calls over my $HOOD bags rn" [X Link](https://x.com/samsolid57/status/2018364691924635819) 2026-02-02T16:43Z 37K followers, 16.3K engagements "$PLTR IS NOW AT A RULE OF [---] Insane" [X Link](https://x.com/samsolid57/status/2018431481383952398) 2026-02-02T21:09Z 36.9K followers, 57.7K engagements "Palantir - Q4 [----] Earnings $PLTR [------] +6.39% AH ✅ Revenue: $1.41B (Est: $1.34B) +70% YoY ✅ EPS: $0.24 (Est: $0.21) Additional Metrics: U.S. Revenue: $1.08B +93% YoY U.S. Commercial revenue: $507M +137% YoY Total contract value: $4.26B +138% YoY Adjusted operating margin: 57% Adjusted free cash flow: $791M 56% margin Cash and investments: $7.2B Q1 [----] Guidance: ⚪ Revenue: $1.532-1.536B ⚪ Adjusted operating income: $870-874M FY2026 Guidance: ⚪ Revenue: $7.182-7.198B +61% YoY ⚪ U.S. commercial revenue: $3.14B +115% YoY ⚪ Adjusted operating income: $4.126-4.142B ⚪ Adjusted free cash flow:" [X Link](https://x.com/samsolid57/status/2018435616435011822) 2026-02-02T21:25Z 36.9K followers, [----] engagements "$PLTR shareholders digesting the print" [X Link](https://x.com/samsolid57/status/2018438359157497939) 2026-02-02T21:36Z 37K followers, 27.3K engagements "Did you catch $TER Teradyne up 22.5% AH. Teradyne sits at the intersection of chips robotics and precision testing core infrastructure for deploying AI at scale. Insane move" [X Link](https://x.com/samsolid57/status/2018468889471107316) 2026-02-02T23:37Z 37K followers, 18.6K engagements "@WolfRyan @grok @BitCeo Refuses to admit hes wrong just like someone we know on this platform lol Specifically in the bitcoin miner space" [X Link](https://x.com/samsolid57/status/2018544551758356984) 2026-02-03T04:38Z 36.9K followers, [---] engagements "$TER Teradyne reported earnings yesterday after-hours. Up 27% in [--] week. Grew EPS by 93% YoY and Revenue by 43% YoY" [X Link](https://x.com/samsolid57/status/2018679155638833480) 2026-02-03T13:33Z 36.9K followers, [----] engagements "Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA" [X Link](https://x.com/samsolid57/status/2018766253230600265) 2026-02-03T19:19Z 36.9K followers, 19.5K engagements "Let's see if we can live to fight another day. $SPY and $QQQ looking good again. Not so much for the Nasdaq but market always depends on the S&P [---]. Question for @stocktalkweekly does $ENS or $PLPC every drop Wow. $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS" [X Link](https://x.com/samsolid57/status/2018789813122748486) 2026-02-03T20:52Z 37K followers, 13.4K engagements "$ZETA reclaimed the daily 200MA before close and looking a lot better than this morning. Let's cross our fingers. Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe" [X Link](https://x.com/samsolid57/status/2018793750097748014) 2026-02-03T21:08Z 37K followers, 15.1K engagements "Advanced Micro Devices - Q4 [----] Earnings $AMD [------] -5.20% AH ✅ Revenue: $10.27B (Est: $9.67B) +34% YoY ✅ EPS (non-GAAP): $1.53 (Est: $1.24) +40% YoY Additional Metrics: Data Center Revenue: $5.38B +39% YoY Gross Margin: 57% (non-GAAP) Operating Income: $2.85B (non-GAAP) Free Cash Flow: $2.08B Q1 [----] Guidance: ⚪ Revenue: $9.5-10.1B (midpoint implies 32% YoY growth) ⚪ Gross Margin: 55% (non-GAAP) https://twitter.com/i/web/status/2018797957580194169 https://twitter.com/i/web/status/2018797957580194169" [X Link](https://x.com/samsolid57/status/2018797957580194169) 2026-02-03T21:25Z 37.1K followers, [----] engagements "@WheelieInvestor When $ZETA is back above $20" [X Link](https://x.com/samsolid57/status/2018798850287473064) 2026-02-03T21:28Z 36.9K followers, [----] engagements "$SLAB Silicon Labs is up 34% after news of a $7B acquisition by $TXN Texas Instruments" [X Link](https://x.com/samsolid57/status/2018802873111597202) 2026-02-03T21:44Z 37K followers, [----] engagements "Solid talk. How are we feeling $PYPL or $ZETA" [X Link](https://x.com/samsolid57/status/2018803777265148341) 2026-02-03T21:48Z 37K followers, 15K engagements "Super Micro Computer - FY2026 Q2 Earnings $SMCI [-----] +8.17% AH ✅ Revenue: $12.7B (Est: $10.4B) +123% YoY ✅ EPS: $0.60 (Est: $0.46) Additional Metrics: - Net income: $401M - Gross margin: 6.3% - Non-GAAP EPS: $0.69 - Cash and equivalents: $4.1B Q3 FY2026 Guidance: - Revenue: at least $12.3B - GAAP EPS: at least $0.52 - Non-GAAP EPS: at least $0.60 FY2026 Guidance: - Revenue: at least $40.0B https://twitter.com/i/web/status/2018808542954950763 https://twitter.com/i/web/status/2018808542954950763" [X Link](https://x.com/samsolid57/status/2018808542954950763) 2026-02-03T22:07Z 37K followers, [----] engagements "I dunno. it just seems unlikely that a very low margin business like $SMCI will inflect out of nowhere. They don't fabricate chips they dont design chips they build design and deploy servers. They deal in volumes. They are the proxy for the AI datacenter buildout. Not the key winner. https://twitter.com/i/web/status/2018810547744194649 https://twitter.com/i/web/status/2018810547744194649" [X Link](https://x.com/samsolid57/status/2018810547744194649) 2026-02-03T22:15Z 37K followers, [---] engagements "FIRST MEETUP EVER MY MIND IS BLOWN 🤯 The community @amitisinvesting has built is unreal. So many cool people all age groups from all over the world. I uploaded all my photos at the Google Photos link in the reply below - please add yours too so we can relive it 🙏 Grateful to be a part of it. Comment if you attended and what your favorite part was. I cherish every moment with each of you even if it was brief. Shoutout to the crew 🙌 https://twitter.com/i/web/status/2018822912363635160 https://twitter.com/i/web/status/2018822912363635160" [X Link](https://x.com/samsolid57/status/2018822912363635160) 2026-02-03T23:04Z 36.9K followers, 27.5K engagements "$PYPL $50B $TSLA $44B in cash SpaceX basically can do it What says you @elonmusk Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and generates cashflow. It needs a work over but could be one of https://t.co/ra5Ejay5Au Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and" [X Link](https://x.com/samsolid57/status/2018827805488988466) 2026-02-03T23:23Z 37K followers, 12.8K engagements "1. If someone is down 75% on a stock dont throw shade at them. Its the last thing they want to hear. We all make mistakes. Dont condemn others everyone knows youre not perfect. You arent fooling anyone" [X Link](https://x.com/samsolid57/status/2018858044369842247) 2026-02-04T01:24Z 36.9K followers, [----] engagements "2. I remember the day I sold $ENPH. I bought at $170 and finally sold at $120. Once I sold it became easier to see the flaws in other stocks I was bagholding. As @StockMarketNerd said food will taste better and the air will smell cleaner" [X Link](https://x.com/samsolid57/status/2018858732827099140) 2026-02-04T01:26Z 36.9K followers, [----] engagements "Trump just saved us all from SaaS apocalypse [----] And also $ZETA 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS" [X Link](https://x.com/samsolid57/status/2019074505931431964) 2026-02-04T15:44Z 37.1K followers, 13.9K engagements "Mentioning $ZETA was a bad joke guys. The market clearly sold off the good news today. Once we break support levels I stop adding to names in perpetuity. And I also cut low conviction names. This is not a low conviction for me. I will be holding but today I will be discussing some plans if we continue the sell off https://twitter.com/i/web/status/2019096670689194424 https://twitter.com/i/web/status/2019096670689194424" [X Link](https://x.com/samsolid57/status/2019096670689194424) 2026-02-04T17:12Z 36.9K followers, [----] engagements "@stocktalkweekly I know Im in some high beta names getting wrecked but I refuse to add to positions that continue to fall off a cliff. $RBRK may not fall in your belt but average in the $30 range helps me hold it. Not adding at all right now but also not selling" [X Link](https://x.com/samsolid57/status/2019099162575593864) 2026-02-04T17:22Z 37K followers, [----] engagements "Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one truly knows where it stops. The only thing you control is yourself and your portfolio. If you do not like a stock or find yourself stuck holding a position step back and ask whether you still believe in the company and the thesis. If the answer is no it is time to sell" [X Link](https://x.com/samsolid57/status/2019108816441471294) 2026-02-04T18:00Z 37K followers, 48.3K engagements "@pennycheck Yes sir great news for $ON" [X Link](https://x.com/samsolid57/status/2019114993338515933) 2026-02-04T18:25Z 37.1K followers, [---] engagements "Nuclear Talks and SaaS Stocks The Solid Report LIVE AT 2:20 PM EST YouTube Link CloudX Headlines $IGV $PLTR $NOW Nuclear Talks Collapsing $SPY $QQQ Is the MI Series is Not Enough $AMD $NVDA Some Solid Talk My Raw Thoughts Segment Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one Everyone needs to understand that financials and fundamentals do not matter when an entire" [X Link](https://x.com/samsolid57/status/2019126692820996198) 2026-02-04T19:11Z 37K followers, 47.5K engagements "@spinner213 Thank you. That was never my bull case but Ill take it" [X Link](https://x.com/samsolid57/status/2019146520470409435) 2026-02-04T20:30Z 37K followers, [--] engagements "$GOOGL is projecting [----] CapEx at $180B. And we thought $META was an insane guide. Get ready for $AMZN tomorrow" [X Link](https://x.com/samsolid57/status/2019161512057995287) 2026-02-04T21:29Z 36.9K followers, 27.6K engagements "$META explosive earnings. Gave back all of the earnings gains. $GOOGL phenomenal print. Down 4%. $PLTR crushed it. Back in 120s. If this price action scares you you either dont have the conviction or you were levered up. On the bright side the safety trade is underperforming tech right now. $XLB down 2% while $XLK only 1%. $XLE down 2% while $XLY only 1.5%. Lets see if its a reversal today. Especially with $AMZN reporting after hours. Will be live with Amit and a few Amazon bagholders this afternoon. Everyone needs to understand that financials and fundamentals do not matter when an entire" [X Link](https://x.com/samsolid57/status/2019448943361552825) 2026-02-05T16:32Z 37K followers, 24.2K engagements "More $HIMS and $NVO drama $NVO calling $HIMS basically the corner store drug dealer lol https://t.co/hDPgukSvX3 $NVO calling $HIMS basically the corner store drug dealer lol https://t.co/hDPgukSvX3" [X Link](https://x.com/samsolid57/status/2019449460363870570) 2026-02-05T16:34Z 36.8K followers, [----] engagements "$META: Raising CapEx to $125B $GOOGL: $180B $AMZN in [--] hours" [X Link](https://x.com/samsolid57/status/2019484740936683813) 2026-02-05T18:54Z 36.8K followers, 18.3K engagements "$AMZN AWS and Advertising are their highest margin business and both grew 24% and 23% respectively. The $200B CapEx is the number one reason why the stock is down. But I do not trust the after hours action. Stock was down 10.5% now only 7%. Let's see how price action follows tomorrow. https://twitter.com/i/web/status/2019520081756319878 https://twitter.com/i/web/status/2019520081756319878" [X Link](https://x.com/samsolid57/status/2019520081756319878) 2026-02-05T21:14Z 37K followers, [----] engagements "$MOH is down 30% AH Some healthcare stocks getting hit. $UNH -1.35% $OSCR -5%" [X Link](https://x.com/samsolid57/status/2019522420726792202) 2026-02-05T21:24Z 37K followers, [----] engagements "WILD AFTER HOURS ACTION $AMZN -7.8% $IREN -13.0% $RDDT -1.6% from +10% $MSTR no comment $RBLX +23.2% $BE +19.5% $CLSK -8.1% $AFRM -4.6% $FTNT +8.9% $DOCS -31.3% $TEAM -7.1% $BILL +14.7% $SYNA -2.6%" [X Link](https://x.com/samsolid57/status/2019523174065692787) 2026-02-05T21:27Z 37K followers, 18.3K engagements "Anyone know where the $IREN Anthropic deal insider went" [X Link](https://x.com/samsolid57/status/2019535804159390189) 2026-02-05T22:17Z 37K followers, 31.1K engagements "$AMZN CEO ANDY JASSY "Tranium is a multi billion dollar run rate business which is FULLY subscribed."" [X Link](https://x.com/samsolid57/status/2019541102274179559) 2026-02-05T22:38Z 36.8K followers, 14.3K engagements "@srobo1_ The dollar tree looks a lot different these days" [X Link](https://x.com/samsolid57/status/2019573034613633046) 2026-02-06T00:45Z 36.9K followers, [---] engagements "@sharigordon It was not an official nomination yet" [X Link](https://x.com/samsolid57/status/2019598347305431520) 2026-02-06T02:25Z 36.9K followers, [---] engagements "AAII sentiment just registered its highest Neutral rating in the last year surpassing even April [----]. Remarkable" [X Link](https://x.com/samsolid57/status/2019601405263397242) 2026-02-06T02:37Z 36.8K followers, [----] engagements "@TheRonnieVShow People dont talk about risk management enough" [X Link](https://x.com/samsolid57/status/2019605922910466269) 2026-02-06T02:55Z 36.8K followers, [---] engagements "@StockMarketNerd These jobs are software engineering but its more focused on infrastructure not app development" [X Link](https://x.com/samsolid57/status/2019884601590915397) 2026-02-06T21:23Z 36.9K followers, [----] engagements "Here is the source. so glad I don't own a company that would try to pull off a stunt like this $HIMS https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs" [X Link](https://x.com/samsolid57/status/2019897682324816043) 2026-02-06T22:15Z 36.9K followers, [----] engagements "Congratulations to Tevis and @Futurenvesting for finally getting an interview with @anthonynoto Great weekend material $SOFI We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM" [X Link](https://x.com/samsolid57/status/2019911544931602797) 2026-02-06T23:10Z 36.9K followers, 11K engagements "THE COST OF FABRICATION FOR MEMORY The DRAM industry has become capital-intensive with Samsung SK hynix and $MU controlling over 90% of global production. Fab construction now costs $20B compared to just a few billion a decade ago. This explosion in costs driven by extreme ultraviolet lithography equipment from suppliers like $ASML deposition and etching tools from $AMAT and $LRCX and increasingly complex process technologies has created a barrier to entry so high that only the deepest-pocketed companies can compete. https://twitter.com/i/web/status/2020096723578683743" [X Link](https://x.com/samsolid57/status/2020096723578683743) 2026-02-07T11:26Z 37.1K followers, 42.1K engagements "DEMAND IS NOT SLOWING DOWN As CapEx accelerates from $AMZN $GOOGL $META and $MSFT the demand for compute continues to increase. $NVDA compute remains in very high demand with top priority given to everything from the fastest Blackwell chips down to Grace Hopper Hopper and beyond" [X Link](https://x.com/samsolid57/status/2020127175614042502) 2026-02-07T13:27Z 36.9K followers, [----] engagements "$HIMS said they will stop selling the knock off GLP-1 drug. Im wondering how this turns out tomorrow when overnight opens. $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz" [X Link](https://x.com/samsolid57/status/2020268597843788255) 2026-02-07T22:49Z 37K followers, 24.2K engagements "Anything security or customer facing is mission critical. $CRM and $NOW is debatable actually. Since those are usually internal applications it might not be but every company is different. $MNDY and $TEAM would be mission critical as well. Monday is important for a sales-driven company but even a development/product company it is just as important. Atlassian is also important especially in software companies for development. I would say disruption starts with license based products vs consumption. https://twitter.com/i/web/status/2020375424711414102" [X Link](https://x.com/samsolid57/status/2020375424711414102) 2026-02-08T05:53Z 36.9K followers, [----] engagements "@bipulsinha @rubrikInc @CrowdStrike @George_Kurtz Excellent work Leadership in both sectors of Cybersecurity" [X Link](https://x.com/samsolid57/status/2020380194419405034) 2026-02-08T06:12Z 37K followers, [---] engagements "$META is trading at a Forward PE of [--] $SPY is trading at a Forward PE of [--] How does this end up being a bad idea" [X Link](https://x.com/samsolid57/status/2020383895108133274) 2026-02-08T06:27Z 36.9K followers, 11.1K engagements "PETER SCHIFF JUST SAID GOLD IS HEADING TO $20K Which one comes first $BTC Bitcoin 20k $GLD Gold 20k" [X Link](https://x.com/samsolid57/status/2020461356105728172) 2026-02-08T11:35Z 37.1K followers, 13.5K engagements "Memory is a MASSIVE Constraint for GPUs $TSLA CEO Elon Musk mentioned this on his earnings call. $NVDA CEO Jensen Huang covers this. $MU SK Hynix and Samsung continue to hike prices as demand grows" [X Link](https://x.com/samsolid57/status/2020485274166329418) 2026-02-08T13:10Z 37K followers, 10.7K engagements "Which stock will do this tomorrow" [X Link](https://x.com/samsolid57/status/2020510225975922938) 2026-02-08T14:49Z 37K followers, 26.7K engagements "Kudos to the soon to be former FOMC chair for the original post. Yes. we give credit to people out here. https://x.com/alifarhat79/status/2020136267078398197s=20 A stock Ive been holding for [--] months [--] minute after I sell it https://t.co/ho8FHRj2AL https://x.com/alifarhat79/status/2020136267078398197s=20 A stock Ive been holding for [--] months [--] minute after I sell it https://t.co/ho8FHRj2AL" [X Link](https://x.com/samsolid57/status/2020510229528551648) 2026-02-08T14:49Z 36.9K followers, [----] engagements "@Meme0rable If it wasnt for him there would not be an AWS" [X Link](https://x.com/samsolid57/status/2020550120287375518) 2026-02-08T17:27Z 36.9K followers, [----] engagements "I wish they would do this to $ON but they already did hehe" [X Link](https://x.com/samsolid57/status/2020567015937790262) 2026-02-08T18:34Z 36.9K followers, [----] engagements "@amit_bhandari_ Its been on the back burner for me. Im bullish but it doesnt apply to HBM used in DRAM builds for AI chips. $PSTG is NAND-based flash storage not DRAM on-chip memory" [X Link](https://x.com/samsolid57/status/2020567872544948634) 2026-02-08T18:38Z 36.9K followers, [---] engagements "LAST WEEK POSTED THE LARGEST SHORT SELLING IN HISTORY Does the short squeeze continue 🔥🔥🔥" [X Link](https://x.com/samsolid57/status/2020597503301976393) 2026-02-08T20:36Z 37K followers, [----] engagements "If this continues into [----] how cooked are we Big Tech is no longer experimenting with AI. It is building for scale. CapEx is accelerating as $GOOGL $AMZN $MSFT and $META invest heavily in compute data centres and long-term AI infrastructure. By 2026E $META and $GOOGL commit the highest share of revenues to https://t.co/461N4S5VE0 Big Tech is no longer experimenting with AI. It is building for scale. CapEx is accelerating as $GOOGL $AMZN $MSFT and $META invest heavily in compute data centres and long-term AI infrastructure. By 2026E $META and $GOOGL commit the highest share of revenues to" [X Link](https://x.com/samsolid57/status/2020598378997195183) 2026-02-08T20:39Z 36.9K followers, 15.9K engagements "@traderDanielle @iamcoriarnold According to Mark Zuckerberg theres far more risk to underspending than overspending. Time will only tell" [X Link](https://x.com/samsolid57/status/2020606595470913706) 2026-02-08T21:12Z 36.9K followers, [---] engagements "$IREN contracted capacity build-out currently sits at 3.6GW. Can $NBIS top that in their announcement this week Nebius 3.6GW IREN Nebius 3.6GW IREN" [X Link](https://x.com/samsolid57/status/2020618350989349273) 2026-02-08T21:58Z 36.9K followers, 21.5K engagements "Joe Montana wearing a casual long sleeve black shirt in front of 10s of millions of viewers. What a legend 🤣" [X Link](https://x.com/samsolid57/status/2020642850057396643) 2026-02-08T23:36Z 36.9K followers, [----] engagements "@Meme0rable Jassy convinced Bezos to turn AWS into a commercial business tho. One of the first megacaps to do it" [X Link](https://x.com/samsolid57/status/2020657748921442383) 2026-02-09T00:35Z 36.9K followers, [---] engagements "AD TECH IS BACK ON DECK $RDDT Reddit reported earnings last week growing revenue 70% YoY and expanding EBIT margins into the high-teens showing real operating leverage as ads and data licensing scale. $U Unity is down sharply over the past week heading into earnings Wednesday morning with $APP AppLovin reporting after the close following multiple short reports and money-laundering accusations. Let's see what happens. https://twitter.com/i/web/status/2020837615109378053 https://twitter.com/i/web/status/2020837615109378053" [X Link](https://x.com/samsolid57/status/2020837615109378053) 2026-02-09T12:30Z 37K followers, [----] engagements "$NVDA CEO Jensen Huang said in an interview last week that software is no longer just a single tool its a collaboration of many tools working together similar to how Excel evolved into an entire productivity ecosystem. He pointed to how $META uses AI through agentic generative systems to match the right audience with the right ads how $AMZN applies AI-driven advertising and recommendations to optimize shopping experiences and how $MSFT is embedding AI deeply across enterprise software. Software is not dead its entering its next acceleration phase." [X Link](https://x.com/samsolid57/status/2020849978101436794) 2026-02-09T13:19Z 37K followers, 25.6K engagements "$ON $AMKR Earnings https://x.com/i/broadcasts/1MYGNlwOqrnxw https://x.com/i/broadcasts/1MYGNlwOqrnxw" [X Link](https://x.com/samsolid57/status/2020965273562689711) 2026-02-09T20:57Z 37.1K followers, [----] engagements "$TSM up 3% overnight after reported Jan [----] revenue growth at 36%. Almost $2T" [X Link](https://x.com/samsolid57/status/2021097755251478807) 2026-02-10T05:43Z 37K followers, 46.7K engagements "$AMKR Amkor reported earnings today. Margin expansion across the board" [X Link](https://x.com/samsolid57/status/2021099406242742784) 2026-02-10T05:50Z 37K followers, [----] engagements "$AMKR accelerated revenue on its largest business to 16.4% U.S. onshoring is starting to ramp up as volumes increase. Bullish for $ON $TSM $ACLS and other supply chain companies" [X Link](https://x.com/samsolid57/status/2021099743712313629) 2026-02-10T05:51Z 37.1K followers, [----] engagements "ARE AI AGENTS THE DEATH OF SOFTWARE Databricks CEO Ali Ghodsi says the SaaS gravy train is over. According to Ghodsi predictable subscription revenue made software companies lazy but AI now forces real innovation or extinction. The [----] split is brutal. AI-native companies like $SNOW surged 25% and are now trading near 52-week lows. With enterprise AI spend coming not just from $MSFT $META $GOOGL and $AMZN but also directly from enterprises in [----] every SaaS category faces existential scrutiny as CIOs ask whether AI agents can replace expensive contracts. Build something genuinely" [X Link](https://x.com/samsolid57/status/2021224916037836884) 2026-02-10T14:09Z 37K followers, 11.5K engagements "$DDOG a software company up 17% after explosive earnings. Wait wait. I thought software was dead" [X Link](https://x.com/samsolid57/status/2021240159488901123) 2026-02-10T15:09Z 37K followers, [----] engagements "$NBIS is acquiring Tavily now adding AI agents to their stack. Full stack cloud Full stack infrastructure (mostly) Full stack AI suite Earnings Thursday. Yes I will be streaming" [X Link](https://x.com/samsolid57/status/2021240514738077801) 2026-02-10T15:11Z 37K followers, [----] engagements "AI is bullish for U.S. GDP. maybe too bullish. Hyperscaler data center spending accounted for 92% of H1 [----] GDP growth. Without it the economy would've posted just 0.1% growth. The big four are deploying $600B+ into AI infrastructure for [----] with $GOOGL hitting $185B $AMZN $200B $MSFT $116B $META $135B while every other sector stalls. We're either building the foundation for a productivity revolution or watching the most concentrated economic bet since the dot-com era. this time fueled by debt. https://t.co/P6KvGAmcYJ https://t.co/P6KvGAmcYJ" [X Link](https://x.com/samsolid57/status/2021277347643838892) 2026-02-10T17:37Z 37K followers, [----] engagements "@LeverageShares I didn't realize $TSLA was holding that much $BTC" [X Link](https://x.com/samsolid57/status/2021277618864259162) 2026-02-10T17:38Z 37K followers, [---] engagements "Prediction markets are taking heat after recent events including the Grammys where Trevor Noah said a specific word as a joke. While the word potato did not actually exist as a market it served as satire for what could realistically happen in these markets. Separately there were accounts that won every bet on guest appearances during the Bad Bunny halftime show. My take Do not participate in markets that are clearly vulnerable to insider trading. https://twitter.com/i/web/status/2021297216846168551 https://twitter.com/i/web/status/2021297216846168551" [X Link](https://x.com/samsolid57/status/2021297216846168551) 2026-02-10T18:56Z 37K followers, [----] engagements "$NET IS BACK ABOVE $200 Cloudflare Q4 earnings crushed expectations with 34% and raised [----] guidance to $2.8B positioning the company alongside networking peers like Broadcom $AVGO and Arista $ANET as a key AI infrastructure beneficiary. As AI agents from Anthropic and OpenAI proliferate Cloudflare's edge network processes massive inference traffic while maintaining the low latency that modern AI demands. Cloudflare's CDN architecture provides a decisive advantage over competitors like DigitalOcean $DOCN by caching AI model outputs at edge locations closer to end users. With new ACV" [X Link](https://x.com/samsolid57/status/2021541250277482885) 2026-02-11T11:06Z 37K followers, [----] engagements "WHY ASTERA LABS DROPPED AFTER EARNINGS $ALAB proves that beating estimates isnt enough when your stock trades like the next $AVGO or $ANET but hasnt yet earned that tier of credibility. The Q4 beat and raised Q1 guidance would normally spark a rally but sequential margin pressure and a CFO departure reminded investors that premium AI multiples require flawless execution something Arista and Broadcom have mastered. The future remains bright for Astera but todays valuation was simply too rich for the financials delivered. https://twitter.com/i/web/status/2021553598375632999" [X Link](https://x.com/samsolid57/status/2021553598375632999) 2026-02-11T11:55Z 37.1K followers, [----] engagements "The SaaS carnage continues $MDB -2.70% $PLTR -1.61% $SNOW -2.22% $RBRK -3.74% $S -1.60% $ZS -3.21% $NOW -4.06% $PAYC -1.78% $TEAM -6.49% $TTAN -3.99% $WDAY -2.47% $ADBE -2.66% $AI -3.14% $CRM -3.16% $DDOG -2.71% $GTLB -5.36% $KVYO -2.39% $MNDY -3.32%" [X Link](https://x.com/samsolid57/status/2021598202051326054) 2026-02-11T14:52Z 37.1K followers, 17.1K engagements "$ON ON semi was down nearly 10% after hours following Mondays earnings print. Now the stock is up more than 10% from where it was before the release. Dont let Wall Street dictate your thesis" [X Link](https://x.com/samsolid57/status/2021663230406607157) 2026-02-11T19:10Z 37K followers, [----] engagements "@Couch_Investor @BillAckman Wen AUM $18.9B" [X Link](https://x.com/samsolid57/status/2021689060771725375) 2026-02-11T20:53Z 37K followers, [---] engagements "My goal for [----] is to be more transparent about my performance my thinking and the companies I am studying. I am grateful to be up 19% YTD especially after navigating drawdowns in a few larger positions. It has not been a straight line and that is important to acknowledge. Around October [--] I realized something in my strategy was off. The market shifted from an environment where almost everything moved higher to one that truly rewards stock selection. That transition exposed weaknesses in how I was defining high conviction especially when conviction was reinforced by rising prices rather" [X Link](https://x.com/samsolid57/status/2021699346736328799) 2026-02-11T21:34Z 37K followers, 26.7K engagements "$APP Applovin drops down again 7%. Anyone know what they said on the call" [X Link](https://x.com/samsolid57/status/2021711528098246675) 2026-02-11T22:22Z 37K followers, [----] engagements "@HortonSmith34 I am. And I changed my mind on owning it. Already have exposure in $NBIS and wouldn't be surprised if these continue to be volatile. That is ok in these markets. But expressing a position with money at this juncture has more opportunity in the new positions I opened" [X Link](https://x.com/samsolid57/status/2021717975502651651) 2026-02-11T22:48Z 37K followers, [---] engagements "Yeah I got cooked on this one" [X Link](https://x.com/samsolid57/status/2021732869954318557) 2026-02-11T23:47Z 37K followers, [----] engagements "@amitisinvesting Wait I meant $GME" [X Link](https://x.com/samsolid57/status/2021807026175979574) 2026-02-12T04:42Z 37K followers, [----] engagements "@Ze1ooooo Are you attending the national $HIMS community event" [X Link](https://x.com/samsolid57/status/2021812413721719091) 2026-02-12T05:03Z 37K followers, [---] engagements "@cdad1121 Oh have you seen $RBRK $AMZN and $GRAB Im super transparent lol" [X Link](https://x.com/samsolid57/status/2021820360883331318) 2026-02-12T05:35Z 37K followers, [---] engagements "@DonkeyCapital69 Were so cooked" [X Link](https://x.com/samsolid57/status/2021825141337211377) 2026-02-12T05:54Z 37K followers, [----] engagements "Here are a few options positions I have opened on a WeBull account just for screenshots $AMKR $ON $ZETA Clearly [--] of the [--] are not doing well" [X Link](https://x.com/samsolid57/status/2021830002229252533) 2026-02-12T06:13Z 37K followers, [----] engagements "Nebius Earnings Live The Solid Report LIVE AT 6:45 AM EST YouTube Link $NBIS Earnings Report Compare to $IREN New Deals $MSFT $META Live Earnings Call at 8AM EST" [X Link](https://x.com/samsolid57/status/2021846674948469031) 2026-02-12T07:19Z 37K followers, [----] engagements "Nebius Earnings Live The Solid Report $NBIS $IREN $MSFT $META https://www.youtube.com/live/67XkwuHimpw https://www.youtube.com/live/67XkwuHimpw" [X Link](https://x.com/samsolid57/status/2021846677368582629) 2026-02-12T07:19Z 37K followers, 10.2K engagements "$BTC fear and greed index is at [--]. Wow. But I do think this one is capable of going negative" [X Link](https://x.com/samsolid57/status/2021848727577903281) 2026-02-12T07:27Z 37K followers, [----] engagements "Here is how $NBIS price moved after the print. It had a knee jerk -8% move and has recovered plus more. $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0 $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0" [X Link](https://x.com/samsolid57/status/2021932716800037094) 2026-02-12T13:01Z 37.1K followers, [----] engagements "$NBIS Earnings call is live RIGHT NOW https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20 https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20" [X Link](https://x.com/samsolid57/status/2021933935337648237) 2026-02-12T13:06Z 37.1K followers, 34.9K engagements "$VKTX is back at $33 pre-market up 15%+ after announcing its oral GLP-1 candidate VK2735 has advanced into Phase [--]. Viking Therapeutics - FY2025 Q4 Earnings $VKTX $31.47 +10.2% AH Cash Position: $706M Q4 R&D Expenses: $153.5M +395% YoY FY2025 Net Loss: $358.5M vs $110.0M YoY FY2025 EPS: -$3.19 vs -$1.01 YoY Pipeline Highlights: - VANQUISH-1: Enrollment complete [----] patients (exceeded https://t.co/bpcNm84uPT Viking Therapeutics - FY2025 Q4 Earnings $VKTX $31.47 +10.2% AH Cash Position: $706M Q4 R&D Expenses: $153.5M +395% YoY FY2025 Net Loss: $358.5M vs $110.0M YoY FY2025 EPS: -$3.19 vs" [X Link](https://x.com/samsolid57/status/2021936332030066845) 2026-02-12T13:16Z 37.1K followers, [----] engagements "$FSLY Fastly is up 42% pre-market after a massive Q4 beat on revenue and earnings along with stronger-than-expected [----] guidance driven by AI-related traffic on its network. The market is viewing the company as a potential winner in the agentic AI and inference wave just like $NET and $DOCN. https://twitter.com/i/web/status/2021945653132431628 https://twitter.com/i/web/status/2021945653132431628" [X Link](https://x.com/samsolid57/status/2021945653132431628) 2026-02-12T13:53Z 37.1K followers, [----] engagements "GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%" [X Link](https://x.com/samsolid57/status/2022008977060733273) 2026-02-12T18:04Z 37.1K followers, 11K engagements "Even in a sea of red memory stocks like $MU and $SNDK are still green. The market still recognizes how critical memory is in the bill of materials for accelerated compute. GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06% GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%" [X Link](https://x.com/samsolid57/status/2022013524407726523) 2026-02-12T18:22Z 37.1K followers, [----] engagements "@10009nyny Correct but odds are decreasing" [X Link](https://x.com/samsolid57/status/2022048586075381803) 2026-02-12T20:42Z 37.1K followers, [--] engagements "Crazy seeing $ASTS back in the $80s. 😏" [X Link](https://x.com/samsolid57/status/2022162863088185788) 2026-02-13T04:16Z 37.1K followers, [----] engagements "RT @samsolid57: Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reac" [X Link](https://x.com/samsolid57/status/2022624129078177920) 2026-02-14T10:49Z 37.1K followers, [--] engagements "Name a stock that will do this next week" [X Link](https://x.com/samsolid57/status/1961879875503214911) 2025-08-30T19:53Z 37.1K followers, 576.8K engagements "$AVGO shareholders The winner in the new Capex budget of Google is. broadcom The winner in the new Capex budget of Google is. broadcom" [X Link](https://x.com/samsolid57/status/2019244199561081274) 2026-02-05T02:58Z 37.1K followers, [----] engagements "$HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect" [X Link](https://x.com/samsolid57/status/2019894528459829376) 2026-02-06T22:02Z 37.1K followers, 64.3K engagements "Turns out $HIMS cutting the knock off doesnt help either. How bad can this sentiment get $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz" [X Link](https://x.com/samsolid57/status/2020680005106425888) 2026-02-09T02:03Z 37.1K followers, 20.1K engagements "JUST IN: $ALAB down 10% following earnings back to where it closed last Friday" [X Link](https://x.com/samsolid57/status/2021379229523509664) 2026-02-11T00:22Z 37.1K followers, [----] engagements "Applied Materials - Q1 FY2026 Earnings $AMAT [------] +10.5% AH ✅ Revenue: $7.01B (Est: $6.9B) -2% YoY ✅ EPS: $2.54 (Est: $2.20) Additional Metrics: GAAP Gross Margin: 49.0% Operating Income: $1.83B Non-GAAP Free Cash Flow: $1.04B +91% YoY Cash From Operations: $1.69B Shareholder Returns: $702M (Buybacks + Dividends) Segment Highlights: Semiconductor Systems Revenue: $5.14B Applied Global Services Revenue: $1.56B Record DRAM revenue in Semi Systems Record services and spares revenue in AGS Q2 FY2026 Guidance: ⚪ Revenue: $7.65B ⚪ Non-GAAP EPS: $2.64" [X Link](https://x.com/samsolid57/status/2022054877082661193) 2026-02-12T21:07Z 37.1K followers, [----] engagements "$AMZN AWS is a $126B business growing at 24% Advertising is $68B business growing at 22% SERIOUSLY. I am not kidding. Pitch me your bear case" [X Link](https://x.com/samsolid57/status/2020479009604198743) 2026-02-08T12:45Z 37.1K followers, 112.3K engagements "The two positions I opened yesterday were $ACLS and $SIMO. Yes I sold out of $IREN and $LMND. I posted it in my community on and a couple of discord channels that I lurk in. I will discuss more on todays episode of The Solid Report. Dont forget tomorrow morning is $NBIS earnings. I will be streaming that EARLY AM on the show as well. I have a few guests that will be joining me too. Started two new positions in semiconductors with a focus on memory equipment and controllers tied to both DRAM and NAND. Both trade around 20x P/E generate 45%+ gross margins EBIT profitable and stand to benefit" [X Link](https://x.com/samsolid57/status/2021621630955667734) 2026-02-11T16:25Z 37.1K followers, 16.3K engagements "Rivian - Q4 [----] Earnings $RIVN [-----] +11.2% AH ✅ Revenue: $1.29B (Est: $1.26B) ✅ Adj. EPS: -$0.66 (Est: -$0.81) Additional Metrics: - Q4 Gross Profit: $120M - Full Year Revenue: $5.39B (+8% YoY) - Full Year Gross Profit: $144M vs. -$1.2B LY - FY25 Deliveries: [-----] vehicles - Q4 Deliveries: [----] vehicles - Cash equivalents and investments: $6.08B FY2026 Guidance: - Vehicles Delivered: 62000-67000 - Adj. EBITDA: -$2.10B to -$1.80B - CapEx: $1.95B-2.05B https://twitter.com/i/web/status/2022056413334581738 https://twitter.com/i/web/status/2022056413334581738" [X Link](https://x.com/samsolid57/status/2022056413334581738) 2026-02-12T21:13Z 37.1K followers, [----] engagements "Crypto bros buying the dip thinking every 10% pump is a bottom" [X Link](https://x.com/samsolid57/status/2022846439215321484) 2026-02-15T01:32Z 37.1K followers, [----] engagements "$HIMS just found itself in a lawsuit with $NVO Imagine if you worked for a company and your CEO tried to pull a stunt like this. Wow. Almost below $18" [X Link](https://x.com/samsolid57/status/2020855969639477394) 2026-02-09T13:43Z 37.1K followers, 14.7K engagements "At least $GRAB is green 🤷♂ Dear almighty market makers. Please dont rug us tomorrow. Sincerely your bagholder. https://t.co/FrDbA0FUdZ Dear almighty market makers. Please dont rug us tomorrow. Sincerely your bagholder. https://t.co/FrDbA0FUdZ" [X Link](https://x.com/samsolid57/status/2022018882563875204) 2026-02-12T18:44Z 37.1K followers, 39.3K engagements "Source for UBS estimates https://x.com/jukan05/status/2021918924867350745 UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28% respectively to $827 billion/$915 billion representing +61%/+11% YoY growth. https://x.com/jukan05/status/2021918924867350745 UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28%" [X Link](https://x.com/samsolid57/status/2022120532385444268) 2026-02-13T01:27Z 37.1K followers, [----] engagements "Does todays market give you [----] vibes Yes. Cautious No. This is a BTFD Yes. Cautious No. This is a BTFD" [X Link](https://x.com/samsolid57/status/2022177509409009970) 2026-02-13T05:14Z 37.1K followers, [----] engagements "Stanley Druckenmillers philosophy is simple but powerful. invest based on where the industry will be in [--] to [--] months not where it stands today. That forward-looking discipline helped him compound capital at roughly 30% annually for three decades navigating through crashes like [----] the dot-com bust and the [----] financial crisis without a single down year. The 🐐 https://twitter.com/i/web/status/2022290720460083432 https://twitter.com/i/web/status/2022290720460083432" [X Link](https://x.com/samsolid57/status/2022290720460083432) 2026-02-13T12:44Z 37.1K followers, 17.9K engagements "MARKET CLOSE $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $METAhttps://www.youtube.com/watchv=J5zKmd6mn9w" [X Link](https://x.com/samsolid57/status/2022391885810241951) 2026-02-13T19:26Z 37.1K followers, [----] engagements "You can watch the full interview here: https://www.youtube.com/watchv=-5Weeox0Xus https://www.youtube.com/watchv=-5Weeox0Xus" [X Link](https://x.com/samsolid57/status/2022396470037741696) 2026-02-13T19:44Z 37.1K followers, [----] engagements "My man George Soros definitely closed the $XLE and $XOP puts after the first week of January. I dont believe for a second that hes still holding them. BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active filings in recent quarters with 50+ new positions and major portfolio shifts. Biggest moves: $XOP https://t.co/hy08OTlObL BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one" [X Link](https://x.com/samsolid57/status/2022459362527318476) 2026-02-13T23:54Z 37.1K followers, [----] engagements "JUST IN: The Dow is at 50k is no longer an excuse. Time for accountability" [X Link](https://x.com/samsolid57/status/2022485565808300057) 2026-02-14T01:38Z 37.1K followers, [----] engagements "Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth. $AMZN Amazon slides 9th straight day longest losing streak since [----] Investors question $200B AI infrastructure spend after weak earnings [----] saw similar capex fears before long-term rally Stock has risen 14849% since that [----] stretch $AMZN Amazon slides 9th straight day longest losing streak since [----] Investors question $200B AI infrastructure spend after weak earnings [----] saw similar capex fears before long-term rally Stock has risen 14849%" [X Link](https://x.com/samsolid57/status/2022495727419822481) 2026-02-14T02:18Z 37.1K followers, 36.9K engagements "The thesis on $ACLS and how memory production has more room to run. Earnings review from $AMAT and commentary from hyperscalers CapEx $AMZN $GOOGL $MSFT MARKET CLOSE: THE SHOW MUST GO ON https://youtube.com/live/J5zKmd6mn9wfeature=share MARKET CLOSE: $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $META https://t.co/22mKxZi3gn https://t.co/yWWSpxKCZF https://youtube.com/live/J5zKmd6mn9wfeature=share MARKET CLOSE: $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $META https://t.co/22mKxZi3gn https://t.co/yWWSpxKCZF" [X Link](https://x.com/samsolid57/status/2022552941119643795) 2026-02-14T06:06Z 37.1K followers, [----] engagements "Stargate UAE is the cleanest read-through on the next AI infra cycle. a 5GW campus in Abu Dhabi where OpenAI G42 and the hyperscale stack $NVDA $ORCL $CSCO plus the usual $AMZN $MSFT $GOOGL are effectively co-building at state scale with 1GW targeted for [----] and 200MW in the first cut of capacity. The visual is straightforward cranes in the desert steel substations and long-dated power contracts turning into a sovereign AI hub that wants to sit in the traffic path for roughly half the worlds population. On the other side of the globe xAIs Colossus clusters are the speed benchmark taking" [X Link](https://x.com/samsolid57/status/2022646603073417284) 2026-02-14T12:18Z 37.1K followers, [----] engagements "Anthropic CEO Dario Amodei believes AI driven robotics could become a multi trillion dollar industry as continual learning unlocks real world adaptability. $AMZN and $TSLA are already deploying automation while $NVDA powers the simulation stack that accelerates training. The key theme is timing. Adoption could arrive sooner than expected and once it scales the cycle may last far longer than most assume. But it will not be a straight line. Expect volatility pauses and capital rotations along the way. https://twitter.com/i/web/status/2022672260713119986" [X Link](https://x.com/samsolid57/status/2022672260713119986) 2026-02-14T14:00Z 37.1K followers, [----] engagements "Lets take into account that CapEx is still climbing especially among the hyperscalers $AMZN $GOOGL $MSFT and $META. Combined CapEx spending is on track to reach over $620 billion in [----] a major upside surprise compared to what the market initially priced in. And that infrastructure will not just train models it will power real world applications like identity resolution and real time ad targeting think Minority Report level personalization benefiting platforms like $APP $TTD and $ZETA. But the key question is not how much theyre spending its where its going. This CapEx is building out the" [X Link](https://x.com/samsolid57/status/2022720407909077307) 2026-02-14T17:11Z 37.1K followers, [----] engagements "AI infra names are finding out that just beating is not enough anymore. $AMD and $CSCO both put up solid quarters but if guidance only meets instead of clearly beating estimates the stock gets sold. When expectations are high and positioning is crowded good feels like a miss. Meanwhile $AMAT shows that when you actually raise guidance and prove the demand is real the market will reward you. This is not the market calling the top on AI. It is the market recalibrating the slope. With hyperscaler CapEx already massive investors need to see that the curve is still bending up. $ANET did that with" [X Link](https://x.com/samsolid57/status/2022730639968248257) 2026-02-14T17:52Z 37.1K followers, [----] engagements "Is this seriously what Wall Street is panicking about $MSFT prints negative quarterly FCF because theyre plowing cash into CapEx and suddenly everyone forgets how cycles work. Were at an inflection point. The playbook most tech operators learned last decade is now a liability. Do I think this is a permanent downtrend Or a once-in-a-generation land grab to own the compute layer of the next platform shift CapEx doesnt go vertical forever. It mean reverts. It always does. But this is narrative season. FCF red for a quarter so dump $AMZN $GOOGL $META and lmao might as well torch $ORCL first." [X Link](https://x.com/samsolid57/status/2022745457928343605) 2026-02-14T18:51Z 37.1K followers, 13K engagements "My Thoughts on the Massive Ad Tech Sell-Off These businesses were structural monsters a few months ago and that hasnt magically changed overnight. Ive seen this sector written off more times than I can count. Meanwhile $APP $RDDT and $META keep tightening their grip on the pipes of the internet across social and CTV. More data. Better targeting. Algorithmic feeds replacing static ads. Performance dollars crowding out brand fluff. Thats the real compounding engine. Maybe theyre not losing share like $TTD has been accused of or getting slammed the way $U has in gaming and CTV. But the market" [X Link](https://x.com/samsolid57/status/2022767958511194595) 2026-02-14T20:20Z 37.1K followers, 12.2K engagements "It is interesting to read different points of view and stay open minded especially in contrast to recency bias where everything feels like it only goes up and every dip gets bought into new all-time highs every other week. When $GLD and $SLV have surged like they have recently it is rarely random. According to Ray Dalios Big Cycle framework late-stage debt expansion monetary debasement and rising geopolitical tension push capital toward hard assets as confidence in the financial order weakens while long-duration bonds like $TLT can struggle as deficits expand and yields rise to attract" [X Link](https://x.com/samsolid57/status/2022868181149446184) 2026-02-15T02:58Z 37.1K followers, [----] engagements "TOM LEES [----] FORECASTS FOR ETHEREUM Chairman of $BMNR sees $ETH at $4000 by end of July and $10k-15k by EOY. This is based on $CRCL multiples and Layer [--] usage premiums" [X Link](https://x.com/anyuser/status/1946633036407447591) 2025-07-19T18:07Z 37.1K followers, 356.3K engagements "DAVID TEPPER HOLDS $1.3B IN $BABA AND $UNH Wall Streets favorite China bull is calling both value plays with asymmetric upside. Hes also sitting on nearly $2B across $MSFT $UBER $GOOGL $NVDA $AMZN plus energy bets in $VST and $NRG. Energy and AI" [X Link](https://x.com/samsolid57/status/1958699598660186426) 2025-08-22T01:15Z 37.1K followers, 19.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@samsolid57 Sam Badawi
Sam Badawi's company, Nebius ($NBIS), is making significant strides in the tech industry, particularly with its AI training platform and partnerships with major companies like Uber, Microsoft, and Amazon. Recently, $NBIS has seen a surge in growth, heading towards an all-time high, with increasing attention from investors and analysts. Its CEO, Andy Jassy, is optimistic about the company's future, especially with its expansion into Latin America and growing capacity to support AI infrastructure.
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Social Influence
Social category influence stocks #1010 technology brands #6630 finance #3202 cryptocurrencies #2013 automotive brands #5073 social networks 3.24% currencies 2.16% countries 2.16% financial services #1191 exchanges 1.08%
Social topic influence $amzn #9, ai #2719, $nbis #49, $iren #41, $googl #173, $msft #21, iren #26, $meta #17, meta #1202, googl #5
Top accounts mentioned or mentioned by @amitisinvesting @wolf_financial @william_r2rclub @bitget @grok @frameworkwisely @stevenfiorillo @jbulltard1 @ilzmcfly @saynototrading @meme0rable @fundstrat @widemoatczar @mikeschiemer @stockmeetups @mukund @stupkastanislav @austinsstocks @rokajoska @wolfryan
Top assets mentioned Amazon.com, Inc. (AMZN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Metadium (META) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Cipher Mining Inc. Common Stock (CIFR) BITMINE IMMERSION TECH (BMNR) Orochi Network (ON) Robinhood Markets, Inc. (HOOD) Micron Technology, Inc. (MU) Palantir Technologies Inc. (PLTR) Applied Materials, Inc. (AMAT) Ethereum (ETH) Axcelis Technologies Inc (ACLS) SPDR S&P [---] ETF Trust (SPY) Hims & Hers Health, Inc. (HIMS) Bitcoin (BTC) CoreWeave, Inc (CRWV) TeraWulf Inc. (WULF) Amkor Technology Inc (AMKR) Taiwan Semiconductor (TSM) ZetaChain (ZETA) Applied Digital Corp. (APLD) CLEANSPARK INC (CLSK) Grab Holdings Limited Class A Ordinary Shares (GRAB) AppLovin Corporation (APP) Rubrik, Inc. (RBRK) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Bitfarms Ltd. (BITF) Sandisk Corporation (SNDK) Novo-Nordisk (NVO) Reddit, Inc. (RDDT) Salesforce Inc (CRM) Brookfield Corporation (BN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Eos Energy Enterprises, Inc. (EOSE) Apple, Inc. (AAPL) Snowflake Inc. (SNOW) ARK Innovation ETF (ARKK) Riot Platforms, Inc. (RIOT) Arista Networks Inc (ANET) Now Coin (NOW) Core Scientific, Inc. Common Stock (CORZ) Western Digital Corp (WDC) Oklo Inc. (OKLO) MercadoLibre Inc (MELI) Oracle Corporation (ORCL)
Top Social Posts
Top posts by engagements in the last [--] hours
"$AMAT just proved that datacenter spend continues and is heavily concentrated in memory right now. DRAM: $MU Samsung SK Hynix NAND: $SNDK $WDC These companies design silicon that is fabricated using equipment from Applied Materials and $ACLS through ion implantation systems. Applied Materials beat revenue estimates and raised guidance for its Semiconductor Systems segment. As @MonetiveWealth mentioned citing UBS a significant portion of the increased CapEx from $GOOGL $META $AMZN is tied to higher memory costs and could rise by an aggregated $100B per year. $NVDA may have seen this coming the"
X Link 2026-02-13T01:27Z 37.1K followers, [----] engagements
"@jt_xrp Kevin Warsh could do a funny thing"
X Link 2026-02-12T22:10Z 37.1K followers, [---] engagements
"Full disclosure I dont make predictions where the market is going to go. That is a losers game. Just react"
X Link 2026-02-13T05:19Z 37.1K followers, [----] engagements
"What did $HIMS do to $NVO Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3 Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3"
X Link 2026-02-05T14:38Z 37.1K followers, [----] engagements
"$RDDT Director dumps $7.5M into her position. Thats some serious conviction. Bottom anyone"
X Link 2026-02-13T02:45Z 37.1K followers, 32.1K engagements
"Seth Klarman just wagered a [---] BILLION DOLLAR bet on $AMZN after selling half of his $GOOGL stake. Some serious conviction"
X Link 2026-02-14T01:35Z 37.1K followers, 171.9K engagements
"How cooked am I Seth Klarman just wagered a [---] BILLION DOLLAR bet on $AMZN after selling half of his $GOOGL stake. Some serious conviction. https://t.co/byaS0eFwF4 Seth Klarman just wagered a [---] BILLION DOLLAR bet on $AMZN after selling half of his $GOOGL stake. Some serious conviction. https://t.co/byaS0eFwF4"
X Link 2026-02-14T03:24Z 37.1K followers, 10.8K engagements
"https://x.com/samsolid57/status/2022495727419822481s=46 Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth. https://x.com/samsolid57/status/2022495727419822481s=46 Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth"
X Link 2026-02-14T06:02Z 37.1K followers, [----] engagements
"$BN Brookfield plans to start a cloud business to lower AI infrastructure costs per The Information"
X Link 2025-12-31T18:00Z 37.1K followers, 41.9K engagements
"MARKET CLOSE: $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $META https://x.com/i/broadcasts/1MnxnPPojroGO https://www.youtube.com/watchv=J5zKmd6mn9w https://x.com/i/broadcasts/1MnxnPPojroGO https://www.youtube.com/watchv=J5zKmd6mn9w"
X Link 2026-02-13T21:34Z 37.1K followers, [----] engagements
"SCARCITY VS SCALE $RACE limits supply. Ferrari keeps volumes below demand protecting pricing power and margins at the very top of the luxury stack. $NVDA faces the opposite dynamic. Nvidia keeps walking into higher prices because AI demand is overwhelming the supply chain for advanced memory with $MU and $SNDK effectively sold out so GPUs and full systems get repriced upward even if the strategy is simply to ship as many accelerators as possible. With AI capex already running toward the high hundreds of billions and UBS calling for roughly 66% growth with a continued ramp into [----] this looks"
X Link 2026-02-14T16:38Z 37.1K followers, [----] engagements
"Which stock does this on Tuesday"
X Link 2026-02-14T18:59Z 37.1K followers, 18.3K engagements
"Year to date review so far and Im up about 8% YTD which brings me back to a Stan Druckenmiller clip I keep replaying. $ON is up roughly 33% YTD and $AMKR about 20% while $SPY is flat and $QQQ is down around 2%. That spread versus the indices came from concentrating in semiconductors and the AI infrastructure build out instead of hugging the benchmark. Druckenmiller talks about pressing when youre up rather than protecting a high-water mark. Most managers get defensive after 20%. He leaned in. I relate to that. If the cycle is intact and the spending is real I press. With discipline. With"
X Link 2026-02-14T20:00Z 37.1K followers, [----] engagements
"CANDIDATES FOR $SPX INCLUSION TODAY AT 5:15 PM ET With $CVX officially completing its acquisition of $HESS a spot just opened up in the S&P [---]. $APP Applovin $HOOD Robinhood $CVNA Carvana $ARES Ares Management $CPNG Coupang $VRT Vertiv $VEEV Veeva Systems"
X Link 2025-07-18T18:07Z 37.1K followers, 35.6K engagements
"$BYND REPORTEDLY FILES FOR CHAPTER [--] BANKRUPTCY Stock is more fake than their meat at this point. Down 10.4% AH"
X Link 2025-08-14T21:52Z 37.1K followers, 378.5K engagements
"$SPX MOST EXPENSIVE STOCKS $PLTR Palantir $TSLA Tesla $INTC Intel $LYV Live Nation Entertainment $CCI Crown Castle $VTR Ventas $CRWD CrowdStrike $AXON Axon Enterprise $CSGP CoStar Group $ARE Alexandria Real Estate Equities Very surprised to see some in this list. But if Crown Castle can be here so can $ASTS in the future. https://twitter.com/i/web/status/1958877716113141768 https://twitter.com/i/web/status/1958877716113141768"
X Link 2025-08-22T13:03Z 37K followers, [----] engagements
"HIMS LAUNCHES NEW RX TESTOSTERONE COMPOUNDS LAUNCH & AT-HOME LABS $HIMS [-----] +8.4%"
X Link 2025-09-03T14:24Z 37.1K followers, 93.1K engagements
"$GOOGL WAYMO TO INTEGRATE AUTONOMY INTO PUBLIC TRANSPORTATION This is insane Starting in Chandler AZ Waymo has partnered with $VIA to roll out autonomous vehicles into public transit"
X Link 2025-09-18T12:27Z 37.1K followers, [----] engagements
"ENERGY DEMAND FROM DATACENTERS HAS A 10Y CAGR AT 14.8% Companies to benefit from this demand: Nuclear: $CEG $CCJ $OKLO $NNE $SMR $GEV $BN $BAM (Westinghouse) $BWXT $LTBR LNG (Natural Gas): $NEXT $VG $LNG $TELL Renewables: $NEE $BE $FSLR $ENPH $RUN $ORA Battery Suppliers: $TSLA $EOSE $ENS $ALB $LAC Grid / Utilities: $DUK $SO $EXC $D $AEP $ED $PCG $XEL $EIX https://twitter.com/i/web/status/1974894101729546425 https://twitter.com/i/web/status/1974894101729546425"
X Link 2025-10-05T17:47Z 37.1K followers, 141.6K engagements
"$TMQ INTERIOR SECRETARY ANNOUNCES US INVESTMENT IN TRILOGY METALS Stock was up as much as 211% AH"
X Link 2025-10-06T20:32Z 36.9K followers, 24K engagements
"$BMNR CHAIR TOM LEE WARNS OF ANOTHER FLUSH ON MONDAY BUT WOULD BE HIGHER NEXT WEEK $GRNY could set up nicely if it bounces. He also noted that markets rarely bottom on a Friday. What are you guys planning to buy"
X Link 2025-10-11T16:55Z 37.1K followers, 346.7K engagements
"The Argentina stock market is ripping after Mileis party wins the mid term elections. $ARGT One of the largest ETFs for the country is up 18% pre market $BMA which is a large bank in the country is up 35% $TEO +25% Other LatAm stocks are rallying premarket $MELI +6.94% $NU +2.53% $DLO +3.74% This is wild https://twitter.com/i/web/status/1982799779156664737 https://twitter.com/i/web/status/1982799779156664737"
X Link 2025-10-27T13:21Z 37K followers, [----] engagements
"$META is now the CHEAPEST Mag7 stock. Next are $AMZN and $GOOGL. $TSLA is on another planet. maybe Mars soon. $MSFT and $AAPL battle head-to-head for the largest company in the world behind $NVDA"
X Link 2025-11-01T11:45Z 37.1K followers, 204K engagements
"$ORCL had $366B of market cap wiped out in [--] months"
X Link 2025-11-17T21:34Z 37.1K followers, 10.5K engagements
"EOS ENERGY LAUNCHES $500M FINANCING PACKAGE $EOSE shares dropped roughly 9% AH after announcing a registered direct equity offering and a $500M private sale of 6.75% [----] convertible senior notes"
X Link 2025-11-18T22:01Z 36.9K followers, 105.9K engagements
"Which stock will do this tomorrow after $NVDA earnings"
X Link 2025-11-19T03:17Z 37K followers, 424.2K engagements
"Elastic - Q2 FY2026 Earnings $ESTC [-----] -11.92% AH ✅ Revenue: $423M (Est: $416M) +20% YoY ✅ EPS: $0.36 (Est: $0.30) Additional Metrics: Subscription Revenue: $389M +21% YoY Elastic Cloud Revenue: $145M +22% YoY Remaining Performance Obligations (RPO): $1.45B +14% YoY Operating Cash Flow: $89M +21% YoY Free Cash Flow: $80M +27% YoY GAAP Operating Margin: -1.5% Non-GAAP Operating Margin: 13.5% Q3 FY2026 Guidance: ⚪ Revenue: $428-430M (Est: $426M) ⚪ EPS: $0.35-0.37 (Est: $0.34) FY2026 Guidance: ⚪ Revenue: $1.676-1.682B (Est: $1.67B) ⚪ EPS: $1.32-1.36 (Est: $1.31)"
X Link 2025-11-20T21:47Z 37.1K followers, [----] engagements
"$SNDK WILL BE ADDED TO THE S&P [---] $SPY will include Sandisk and replace $IPG this Friday. The stock is up 10% AH"
X Link 2025-11-24T22:27Z 36.9K followers, [----] engagements
"Marvell Technology - Q3 [----] Earnings $MRVL [-----] -4.29% AH ✅ Revenue: $2.075B (Est: $2.06B) +37% YoY ✅ EPS: $0.68 (Est: $0.67) Additional Metrics: - Data Center Revenue: $1.308B +54% YoY 63% of total - AI Revenue: $800M +2.7x YoY - AI mix of Data Center: 61% - AI mix of Total Revenue: 39% - AI Guidance Next Q: $900M - Gross Margin: 62.0% GAAP 64.9% Non-GAAP - Operating Margin: 7.5% GAAP 32.6% Non-GAAP - Net Income: $93.4M GAAP $452.6M Non-GAAP - Diluted EPS: $0.11 GAAP $0.68 Non-GAAP Q4 [----] Guidance: ✅ Revenue: $1.420-1.520B (Est: $1.44B) ✅ EPS: $0.41-0.51 (Est: $0.46) Segment Highlights: -"
X Link 2025-12-02T21:17Z 37.1K followers, 10.2K engagements
"Metaverse to $0 but META to $1000 LIVE at 2PM EST Today @WOLF_Financial Link in the reply below 👇 Is Zucks Ditching the Metaverse $META Earnings Recap $PATH $SNOW $CRM Santa Clause is COMING $SPY $QQQ Sports Picks: Lions or Cowboys"
X Link 2025-12-04T16:47Z 37.1K followers, [----] engagements
"$META TRIVIA QUESTION What happens to Operating Income next quarter"
X Link 2025-12-04T17:56Z 36.9K followers, [----] engagements
"MARKETING PLATFORM COMPS These margins give us a clear sense of where the group sits today and what maturity could look like in 2-3 years. Now look at the growth Zeta and Klaviyo stand out as the best risk-reward setups in the space. Free Cash Flow Margins $ZETA 12% $CRM 32% $ADBE 41% $HUBS 22% $BRZE 5% $KVYO 15%"
X Link 2025-12-06T19:13Z 36.9K followers, 18.8K engagements
"EV is coming back for [----] with $RIVN and $TSLA. Who is developing their chip Curious. Power-chip companies: $NVTS $ON $WOLF $SITM I do wonder if it is one of these guys. Very long ON Semiconductor. Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6 Rivian $RIVN to expand hands-free self driving to [---] Million miles of roads in North America. $TSLA https://t.co/BuhIyPDeg6"
X Link 2025-12-11T17:15Z 37.1K followers, [----] engagements
"$ZS Zscaler is now 32% from its recent ATHs. Not nearly as close as the 80% drawdown after 2021"
X Link 2025-12-29T18:52Z 36.9K followers, [----] engagements
"Cathie Wood sees an opportunity in $TWST heading into year end with exposure through $ARKK and $ARKG. Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T Here's every move Cathie Wood and Ark Invest made in the stock market today 12/30 https://t.co/kXQOxpKi6T"
X Link 2025-12-31T03:13Z 36.9K followers, [----] engagements
"$BN BROOKFIELD ENTERS CLOUD AI ARENA Brookfield is planning to launch a cloud business called Radiant building on its previously announced $100B AI infrastructure program. Backed by partnerships with investment firms and $NVDA the strategy is to own more of the AI value chain and lower costs by controlling the physical infrastructure that AI actually runs on. Is Brookfield the AI play for [----] They already own nuclear assets like Westinghouse which gives them exposure to long-duration power an increasingly critical resource for AI. Entering cloud services allows Brookfield to offer compute"
X Link 2025-12-31T18:04Z 36.9K followers, [----] engagements
"Here are some of the worst performing stocks this year. $TTD -67.40% $FISV -67.14% $DECK -49.24% $IT -47.86% $ARE -47.74% $LULU -45.35% $MOH -43.36% $CHTR -39.56% $FDS -38.47% $DOW -37.64%"
X Link 2025-12-31T19:15Z 36.9K followers, [----] engagements
"Cathie Wood is buying more $TEM in $ARKK and $ARKG after a near 40% drawdown. Is it time Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5 Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 1/2 https://t.co/fmafAC4ju5"
X Link 2026-01-03T18:37Z 36.9K followers, 10.9K engagements
"Applied Digital - Q2 FY2026 Earnings $APLD [-----] +8.33% AH ✅ Revenue: $126.6M (Est: $79.7M) +250% YoY ✅ EPS: -$0.08 (Est: -$0.17) Additional Metrics: - High-Performance Computing (HPC) Hosting Revenue: $80.2M +388% QoQ - Crypto Hosting Revenue: $46.4M - GAAP Net Income: $5.4M - Adjusted EBITDA: $47.2M - Gross Margin: 41% - Net Margin: 4% Strategic Updates: - HPC business now 63% of total revenue - Focused expansion into AI and HPC hosting services - Operating [--] HPC datacenters and planning additional capacity in [----] https://twitter.com/i/web/status/2009021268281184306"
X Link 2026-01-07T21:56Z 37K followers, 10.1K engagements
"Tons of AH movers $RVMD +14.81% $GRMN +6.91% $RKT +6.59% $NLY +2.92% $DRS +2.73% $OPEN +11.82% $OSCR +7.22%"
X Link 2026-01-09T00:12Z 37.1K followers, [----] engagements
"Here is the reality of capping credit card interest rates at 10%. Lenders and consumer finance platforms like $SOFI $AXP $COF $DFS $NU and $MELI along with issuing banks such as $JPM $BAC $C and $WFC rely on risk-based pricing to cover credit losses funding costs fraud and operating margins. Cap rates too low and large portions of unsecured consumer credit immediately become uneconomic. When lenders cannot price for risk losses rise and credit availability contracts. That hits earnings pressures stock prices and eventually forces companies to raise debt or equity at unfavorable terms. This is"
X Link 2026-01-10T03:57Z 36.9K followers, 320K engagements
"$SE Sea Limited is still down roughly 65% from its [----] all-time highs. Management recently raised take rates and the market reacted negatively. The concern is that higher take rates can pressure merchants and consumers slow GMV growth and signal a shift from growth-first to margin-first at a time when investors remain sensitive to demand elasticity in Southeast Asia. https://twitter.com/i/web/status/2011136746885689351 https://twitter.com/i/web/status/2011136746885689351"
X Link 2026-01-13T18:02Z 37.1K followers, [----] engagements
"Cathie Wood did some rebalancing across $ARKK and $ARKW rotating out of mega-cap exposure and trimming defense. She sold about $37.9M of $TSLA and bought $39M of $AVGO She also sold some $KTOS $TSM $TER. Cathie Wood and Ark Invest sold [-----] shares of Tesla $TSLA today in $ARKK Cathie Wood and Ark Invest bought [------] shares of Broadcom $AVGO today in $ARKK https://t.co/182Oe1BVMe Cathie Wood and Ark Invest sold [-----] shares of Tesla $TSLA today in $ARKK Cathie Wood and Ark Invest bought [------] shares of Broadcom $AVGO today in $ARKK https://t.co/182Oe1BVMe"
X Link 2026-01-15T01:11Z 36.9K followers, [----] engagements
"$APP is down nearly 5% as the market digests another short attack on the dominant advertising platform. ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied to Asian criminal networks. But at the end of the day these reports often trigger a https://t.co/dEoQlmki8A ANOTHER APPLOVIN SHORT REPORT The Capital Watch report is the most aggressive short attack yet on $APP escalating earlier data and China-related claims into allegations of money laundering tied"
X Link 2026-01-20T03:31Z 37K followers, 15.2K engagements
"$PGY is down 50% in just [--] months. What happened"
X Link 2026-01-20T05:21Z 37K followers, 23.6K engagements
"Cathie Wood sold some $KTOS out of $ARKK and $ARKQ yesterday ahead of todays brutal -6.3% move. She also bought some $AMD in $ARKX yesterday which is up 7.7% today. Here's every move Cathie Wood and Ark Invest made in the stock market today 1/20 https://t.co/PjjjfjkERJ Here's every move Cathie Wood and Ark Invest made in the stock market today 1/20 https://t.co/PjjjfjkERJ"
X Link 2026-01-21T22:58Z 36.9K followers, [----] engagements
"Which stock would you categorize as a Class A dumpster fire right now"
X Link 2026-01-24T03:15Z 36.9K followers, 18.3K engagements
"YTD PERFORMANCE - NEOCLOUDS & MINERS For context $SPY and $QQQ are up roughly 1% YTD. 🤯 $APLD +34.1% $IREN +32.7% $GLXY +28.9% $BTDR +25.8% $RIOT +22.0% $CLSK +18.7% $CRWV +17.2% $WULF +10.8% $CIFR +8.5% $MARA +6.0% $BITF +5.9% $NBIS +5.1% $BTBT +3.4%"
X Link 2026-01-25T13:20Z 37K followers, [----] engagements
"DATACENTER BILL OF MATERIALS DISTRIBUTION Power & Cooling $LGND $VRT Servers $CSCO $NVDA $SMCI Networking $FTNT $PANW $ANET Storage $WDC $DELL $PSTG Backup / DR $CVLT $RBRK Software $WCC $COMM Racks & Cable $HPE DELL"
X Link 2026-01-25T15:24Z 36.9K followers, [----] engagements
"$IONQ is acquiring $SKYT SkyWater Technology in a $1.8B deal at $35 per share made up of $15 in cash and $20 in IonQ stock"
X Link 2026-01-26T13:57Z 36.9K followers, [----] engagements
"Bullish for $MRVL if they designed this chip. But as always $TSM and $AVGO take the cake. JUST IN: Microsoft $MSFT unveils MAIA [---] AI inference chip. Another Mag [--] goes in-house 🚨 $NVDA https://t.co/oofBqAPRMX JUST IN: Microsoft $MSFT unveils MAIA [---] AI inference chip. Another Mag [--] goes in-house 🚨 $NVDA https://t.co/oofBqAPRMX"
X Link 2026-01-26T16:21Z 36.9K followers, 12.3K engagements
"So $RDDT is down either due to the EU increasing scrutiny on social media platforms for minors or because Cleveland Research flagged a potential slowdown in advertising revenue this year. Either way the stock is back below $200. OpenAIs ChatGPT sources nearly 50% of its factual inputs from $GOOGL and YouTube. Roughly 40% comes from $RDDT with the remainder drawn from platforms like $META $AMZN and other databases. https://t.co/mK0CVuXGLC OpenAIs ChatGPT sources nearly 50% of its factual inputs from $GOOGL and YouTube. Roughly 40% comes from $RDDT with the remainder drawn from platforms like"
X Link 2026-01-27T16:55Z 36.8K followers, [----] engagements
"Me everytime people panic sell $MELI"
X Link 2026-01-27T19:20Z 36.9K followers, [----] engagements
"HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data center infrastructure in the U.S. Microchip Technology Industrial and automotive MCU demand improves as long-cycle analog orders normalize in U.S.-centric end markets. onsemi EV power SiC and energy infrastructure exposure aligns directly with the recovery TXN is signaling. STMicroelectronics Automotive and industrial analog"
X Link 2026-01-28T13:33Z 36.9K followers, [----] engagements
"$META dip buyers rn"
X Link 2026-01-28T21:49Z 36.8K followers, 21.6K engagements
"Great day to be long analog semis $ON $TXN $NXPI STMicroelectronics - Q4 [----] Earnings ✅ Revenue: $3.33B (Est: $3.28B) ✅ Gross Margin: 35.2% (Est: 35.1%) Q1 [----] Guidance: ✅ Revenue: $3.04B (Est: $2.92B) ✅ Gross Margin: 33.7% (Est: 33.3%) HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and guidance point to a turning point for analog semiconductors with positive read-throughs for $MCHP $ON $STM and $NXPI as inventories clear and demand stabilizes across industrial automotive EV power and data https://t.co/nRcTYrbt01 HOW $TXN GUIDANCE SIGNALS A TURN FOR ANALOG $TXN earnings and"
X Link 2026-01-29T06:12Z 37.1K followers, [----] engagements
"Its not just SaaS getting crushed fintech is right there with it. $SPY +1.98% $QQQ +3.08% Meanwhile fintech: $AFRM -11.7% $FOUR -4.3% $KLAR -10.7% $PYPL -7.0% $SOFI -10.4% $TOST -6.3% $XYZ -1.4% Breadth matters. This market is telling you exactly where it wants to be"
X Link 2026-01-29T12:52Z 37K followers, [----] engagements
"$MSFT Azure is accelerating where it matters most. Growth holding near 40% alongside a sharp increase in commercial bookings and RPO points to durable multi-year demand visibility even as margins reflect continued investment to support that scale. The question now is how $GOOGL Cloud and $AMZN AWS stack up as they report and whether they show the same depth of forward demand. https://twitter.com/i/web/status/2016879275178176515 https://twitter.com/i/web/status/2016879275178176515"
X Link 2026-01-29T14:21Z 36.8K followers, [----] engagements
"President Trump JUST SAID that he will announce his new Fed Chair nominee next week. $BLK CIO Rick Rieder is leading at 38%"
X Link 2026-01-29T17:22Z 37K followers, [----] engagements
"$NU RECEIVES APPROVAL TO ESTABLISH A U.S. NATIONAL BANK"
X Link 2026-01-29T19:36Z 36.9K followers, 67.4K engagements
"$META is the 6th largest company in the world at $1.867T overtaking $TSM"
X Link 2026-01-30T13:22Z 37.1K followers, [----] engagements
"Gut punching reaction to $U from the $GOOGL news $GOOGL Gemini is taking market share of AI across all products with the release of Genie [--]. https://t.co/R26Sj0vDU7 $GOOGL Gemini is taking market share of AI across all products with the release of Genie [--]. https://t.co/R26Sj0vDU7"
X Link 2026-01-30T17:39Z 36.9K followers, [----] engagements
"@SayNoToTrading Sheeeesh"
X Link 2026-01-31T16:37Z 36.9K followers, [----] engagements
"@SayNoToTrading $AXON is trading at the level I bought it at last April and a much better business. Its just terrible sentiment for software right now. Babies get thrown out with the bath water"
X Link 2026-01-31T18:22Z 36.9K followers, [---] engagements
"Welcome to a new era of human transportation. Hard to be bearish long term on $GOOGL and $TSLA as they shape the future of autonomous ride sharing. $UBER and $LYFT will continue to aggregate demand increasingly powered by platforms like Waymo and $NBIS Avride. Market meltdowns are opportunities not sell signals for the convicted. https://x.com/Waymo/status/1989030563710136746/video/1 https://x.com/Waymo/status/1989030563710136746/video/1"
X Link 2026-01-31T20:10Z 36.9K followers, [----] engagements
"How Im feeling about $AMZN calls I bought last week"
X Link 2026-02-02T02:43Z 37K followers, 41.9K engagements
"Did a $ZETA thing"
X Link 2026-02-02T08:22Z 37K followers, 27.6K engagements
"Just a $31T economy growing at 4.2% Probably nothing"
X Link 2026-02-02T16:20Z 37K followers, [----] engagements
"Live shot of $AMZN calls over my $HOOD bags rn"
X Link 2026-02-02T16:43Z 37K followers, 16.3K engagements
"$PLTR IS NOW AT A RULE OF [---] Insane"
X Link 2026-02-02T21:09Z 36.9K followers, 57.7K engagements
"Palantir - Q4 [----] Earnings $PLTR [------] +6.39% AH ✅ Revenue: $1.41B (Est: $1.34B) +70% YoY ✅ EPS: $0.24 (Est: $0.21) Additional Metrics: U.S. Revenue: $1.08B +93% YoY U.S. Commercial revenue: $507M +137% YoY Total contract value: $4.26B +138% YoY Adjusted operating margin: 57% Adjusted free cash flow: $791M 56% margin Cash and investments: $7.2B Q1 [----] Guidance: ⚪ Revenue: $1.532-1.536B ⚪ Adjusted operating income: $870-874M FY2026 Guidance: ⚪ Revenue: $7.182-7.198B +61% YoY ⚪ U.S. commercial revenue: $3.14B +115% YoY ⚪ Adjusted operating income: $4.126-4.142B ⚪ Adjusted free cash flow:"
X Link 2026-02-02T21:25Z 36.9K followers, [----] engagements
"$PLTR shareholders digesting the print"
X Link 2026-02-02T21:36Z 37K followers, 27.3K engagements
"Did you catch $TER Teradyne up 22.5% AH. Teradyne sits at the intersection of chips robotics and precision testing core infrastructure for deploying AI at scale. Insane move"
X Link 2026-02-02T23:37Z 37K followers, 18.6K engagements
"@WolfRyan @grok @BitCeo Refuses to admit hes wrong just like someone we know on this platform lol Specifically in the bitcoin miner space"
X Link 2026-02-03T04:38Z 36.9K followers, [---] engagements
"$TER Teradyne reported earnings yesterday after-hours. Up 27% in [--] week. Grew EPS by 93% YoY and Revenue by 43% YoY"
X Link 2026-02-03T13:33Z 36.9K followers, [----] engagements
"Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA"
X Link 2026-02-03T19:19Z 36.9K followers, 19.5K engagements
"Let's see if we can live to fight another day. $SPY and $QQQ looking good again. Not so much for the Nasdaq but market always depends on the S&P [---]. Question for @stocktalkweekly does $ENS or $PLPC every drop Wow. $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS $QQQ is testing the daily 100MA and it's not looking good. https://t.co/iyUGBNIYkS"
X Link 2026-02-03T20:52Z 37K followers, 13.4K engagements
"$ZETA reclaimed the daily 200MA before close and looking a lot better than this morning. Let's cross our fingers. Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe Selling my puts on $ZETA which dampened almost all of the losses today and also selling 70% of my $SOXS position. We look like we are recovering a bit here at the $QQQ 100MA https://t.co/D1FA4Z6LJe"
X Link 2026-02-03T21:08Z 37K followers, 15.1K engagements
"Advanced Micro Devices - Q4 [----] Earnings $AMD [------] -5.20% AH ✅ Revenue: $10.27B (Est: $9.67B) +34% YoY ✅ EPS (non-GAAP): $1.53 (Est: $1.24) +40% YoY Additional Metrics: Data Center Revenue: $5.38B +39% YoY Gross Margin: 57% (non-GAAP) Operating Income: $2.85B (non-GAAP) Free Cash Flow: $2.08B Q1 [----] Guidance: ⚪ Revenue: $9.5-10.1B (midpoint implies 32% YoY growth) ⚪ Gross Margin: 55% (non-GAAP) https://twitter.com/i/web/status/2018797957580194169 https://twitter.com/i/web/status/2018797957580194169"
X Link 2026-02-03T21:25Z 37.1K followers, [----] engagements
"@WheelieInvestor When $ZETA is back above $20"
X Link 2026-02-03T21:28Z 36.9K followers, [----] engagements
"$SLAB Silicon Labs is up 34% after news of a $7B acquisition by $TXN Texas Instruments"
X Link 2026-02-03T21:44Z 37K followers, [----] engagements
"Solid talk. How are we feeling $PYPL or $ZETA"
X Link 2026-02-03T21:48Z 37K followers, 15K engagements
"Super Micro Computer - FY2026 Q2 Earnings $SMCI [-----] +8.17% AH ✅ Revenue: $12.7B (Est: $10.4B) +123% YoY ✅ EPS: $0.60 (Est: $0.46) Additional Metrics: - Net income: $401M - Gross margin: 6.3% - Non-GAAP EPS: $0.69 - Cash and equivalents: $4.1B Q3 FY2026 Guidance: - Revenue: at least $12.3B - GAAP EPS: at least $0.52 - Non-GAAP EPS: at least $0.60 FY2026 Guidance: - Revenue: at least $40.0B https://twitter.com/i/web/status/2018808542954950763 https://twitter.com/i/web/status/2018808542954950763"
X Link 2026-02-03T22:07Z 37K followers, [----] engagements
"I dunno. it just seems unlikely that a very low margin business like $SMCI will inflect out of nowhere. They don't fabricate chips they dont design chips they build design and deploy servers. They deal in volumes. They are the proxy for the AI datacenter buildout. Not the key winner. https://twitter.com/i/web/status/2018810547744194649 https://twitter.com/i/web/status/2018810547744194649"
X Link 2026-02-03T22:15Z 37K followers, [---] engagements
"FIRST MEETUP EVER MY MIND IS BLOWN 🤯 The community @amitisinvesting has built is unreal. So many cool people all age groups from all over the world. I uploaded all my photos at the Google Photos link in the reply below - please add yours too so we can relive it 🙏 Grateful to be a part of it. Comment if you attended and what your favorite part was. I cherish every moment with each of you even if it was brief. Shoutout to the crew 🙌 https://twitter.com/i/web/status/2018822912363635160 https://twitter.com/i/web/status/2018822912363635160"
X Link 2026-02-03T23:04Z 36.9K followers, 27.5K engagements
"$PYPL $50B $TSLA $44B in cash SpaceX basically can do it What says you @elonmusk Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and generates cashflow. It needs a work over but could be one of https://t.co/ra5Ejay5Au Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and"
X Link 2026-02-03T23:23Z 37K followers, 12.8K engagements
"1. If someone is down 75% on a stock dont throw shade at them. Its the last thing they want to hear. We all make mistakes. Dont condemn others everyone knows youre not perfect. You arent fooling anyone"
X Link 2026-02-04T01:24Z 36.9K followers, [----] engagements
"2. I remember the day I sold $ENPH. I bought at $170 and finally sold at $120. Once I sold it became easier to see the flaws in other stocks I was bagholding. As @StockMarketNerd said food will taste better and the air will smell cleaner"
X Link 2026-02-04T01:26Z 36.9K followers, [----] engagements
"Trump just saved us all from SaaS apocalypse [----] And also $ZETA 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS 🚨 BREAKING: Trump says he discussed trade and more with Xi and confirms April trip to China. 'All very positive' $SPY https://t.co/THpYUk3nMS"
X Link 2026-02-04T15:44Z 37.1K followers, 13.9K engagements
"Mentioning $ZETA was a bad joke guys. The market clearly sold off the good news today. Once we break support levels I stop adding to names in perpetuity. And I also cut low conviction names. This is not a low conviction for me. I will be holding but today I will be discussing some plans if we continue the sell off https://twitter.com/i/web/status/2019096670689194424 https://twitter.com/i/web/status/2019096670689194424"
X Link 2026-02-04T17:12Z 36.9K followers, [----] engagements
"@stocktalkweekly I know Im in some high beta names getting wrecked but I refuse to add to positions that continue to fall off a cliff. $RBRK may not fall in your belt but average in the $30 range helps me hold it. Not adding at all right now but also not selling"
X Link 2026-02-04T17:22Z 37K followers, [----] engagements
"Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one truly knows where it stops. The only thing you control is yourself and your portfolio. If you do not like a stock or find yourself stuck holding a position step back and ask whether you still believe in the company and the thesis. If the answer is no it is time to sell"
X Link 2026-02-04T18:00Z 37K followers, 48.3K engagements
"@pennycheck Yes sir great news for $ON"
X Link 2026-02-04T18:25Z 37.1K followers, [---] engagements
"Nuclear Talks and SaaS Stocks The Solid Report LIVE AT 2:20 PM EST YouTube Link CloudX Headlines $IGV $PLTR $NOW Nuclear Talks Collapsing $SPY $QQQ Is the MI Series is Not Enough $AMD $NVDA Some Solid Talk My Raw Thoughts Segment Everyone needs to understand that financials and fundamentals do not matter when an entire sector is selling off. This is not a company-specific problem. This is the market reacting irrationally to multiple headlines and fear. The drawdown is real and it can continue. No one Everyone needs to understand that financials and fundamentals do not matter when an entire"
X Link 2026-02-04T19:11Z 37K followers, 47.5K engagements
"@spinner213 Thank you. That was never my bull case but Ill take it"
X Link 2026-02-04T20:30Z 37K followers, [--] engagements
"$GOOGL is projecting [----] CapEx at $180B. And we thought $META was an insane guide. Get ready for $AMZN tomorrow"
X Link 2026-02-04T21:29Z 36.9K followers, 27.6K engagements
"$META explosive earnings. Gave back all of the earnings gains. $GOOGL phenomenal print. Down 4%. $PLTR crushed it. Back in 120s. If this price action scares you you either dont have the conviction or you were levered up. On the bright side the safety trade is underperforming tech right now. $XLB down 2% while $XLK only 1%. $XLE down 2% while $XLY only 1.5%. Lets see if its a reversal today. Especially with $AMZN reporting after hours. Will be live with Amit and a few Amazon bagholders this afternoon. Everyone needs to understand that financials and fundamentals do not matter when an entire"
X Link 2026-02-05T16:32Z 37K followers, 24.2K engagements
"More $HIMS and $NVO drama $NVO calling $HIMS basically the corner store drug dealer lol https://t.co/hDPgukSvX3 $NVO calling $HIMS basically the corner store drug dealer lol https://t.co/hDPgukSvX3"
X Link 2026-02-05T16:34Z 36.8K followers, [----] engagements
"$META: Raising CapEx to $125B $GOOGL: $180B $AMZN in [--] hours"
X Link 2026-02-05T18:54Z 36.8K followers, 18.3K engagements
"$AMZN AWS and Advertising are their highest margin business and both grew 24% and 23% respectively. The $200B CapEx is the number one reason why the stock is down. But I do not trust the after hours action. Stock was down 10.5% now only 7%. Let's see how price action follows tomorrow. https://twitter.com/i/web/status/2019520081756319878 https://twitter.com/i/web/status/2019520081756319878"
X Link 2026-02-05T21:14Z 37K followers, [----] engagements
"$MOH is down 30% AH Some healthcare stocks getting hit. $UNH -1.35% $OSCR -5%"
X Link 2026-02-05T21:24Z 37K followers, [----] engagements
"WILD AFTER HOURS ACTION $AMZN -7.8% $IREN -13.0% $RDDT -1.6% from +10% $MSTR no comment $RBLX +23.2% $BE +19.5% $CLSK -8.1% $AFRM -4.6% $FTNT +8.9% $DOCS -31.3% $TEAM -7.1% $BILL +14.7% $SYNA -2.6%"
X Link 2026-02-05T21:27Z 37K followers, 18.3K engagements
"Anyone know where the $IREN Anthropic deal insider went"
X Link 2026-02-05T22:17Z 37K followers, 31.1K engagements
"$AMZN CEO ANDY JASSY "Tranium is a multi billion dollar run rate business which is FULLY subscribed.""
X Link 2026-02-05T22:38Z 36.8K followers, 14.3K engagements
"@srobo1_ The dollar tree looks a lot different these days"
X Link 2026-02-06T00:45Z 36.9K followers, [---] engagements
"@sharigordon It was not an official nomination yet"
X Link 2026-02-06T02:25Z 36.9K followers, [---] engagements
"AAII sentiment just registered its highest Neutral rating in the last year surpassing even April [----]. Remarkable"
X Link 2026-02-06T02:37Z 36.8K followers, [----] engagements
"@TheRonnieVShow People dont talk about risk management enough"
X Link 2026-02-06T02:55Z 36.8K followers, [---] engagements
"@StockMarketNerd These jobs are software engineering but its more focused on infrastructure not app development"
X Link 2026-02-06T21:23Z 36.9K followers, [----] engagements
"Here is the source. so glad I don't own a company that would try to pull off a stunt like this $HIMS https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs https://www.fda.gov/news-events/press-announcements/fda-intends-take-action-against-non-fda-approved-glp-1-drugs"
X Link 2026-02-06T22:15Z 36.9K followers, [----] engagements
"Congratulations to Tevis and @Futurenvesting for finally getting an interview with @anthonynoto Great weekend material $SOFI We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM"
X Link 2026-02-06T23:10Z 36.9K followers, 11K engagements
"THE COST OF FABRICATION FOR MEMORY The DRAM industry has become capital-intensive with Samsung SK hynix and $MU controlling over 90% of global production. Fab construction now costs $20B compared to just a few billion a decade ago. This explosion in costs driven by extreme ultraviolet lithography equipment from suppliers like $ASML deposition and etching tools from $AMAT and $LRCX and increasingly complex process technologies has created a barrier to entry so high that only the deepest-pocketed companies can compete. https://twitter.com/i/web/status/2020096723578683743"
X Link 2026-02-07T11:26Z 37.1K followers, 42.1K engagements
"DEMAND IS NOT SLOWING DOWN As CapEx accelerates from $AMZN $GOOGL $META and $MSFT the demand for compute continues to increase. $NVDA compute remains in very high demand with top priority given to everything from the fastest Blackwell chips down to Grace Hopper Hopper and beyond"
X Link 2026-02-07T13:27Z 36.9K followers, [----] engagements
"$HIMS said they will stop selling the knock off GLP-1 drug. Im wondering how this turns out tomorrow when overnight opens. $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz"
X Link 2026-02-07T22:49Z 37K followers, 24.2K engagements
"Anything security or customer facing is mission critical. $CRM and $NOW is debatable actually. Since those are usually internal applications it might not be but every company is different. $MNDY and $TEAM would be mission critical as well. Monday is important for a sales-driven company but even a development/product company it is just as important. Atlassian is also important especially in software companies for development. I would say disruption starts with license based products vs consumption. https://twitter.com/i/web/status/2020375424711414102"
X Link 2026-02-08T05:53Z 36.9K followers, [----] engagements
"@bipulsinha @rubrikInc @CrowdStrike @George_Kurtz Excellent work Leadership in both sectors of Cybersecurity"
X Link 2026-02-08T06:12Z 37K followers, [---] engagements
"$META is trading at a Forward PE of [--] $SPY is trading at a Forward PE of [--] How does this end up being a bad idea"
X Link 2026-02-08T06:27Z 36.9K followers, 11.1K engagements
"PETER SCHIFF JUST SAID GOLD IS HEADING TO $20K Which one comes first $BTC Bitcoin 20k $GLD Gold 20k"
X Link 2026-02-08T11:35Z 37.1K followers, 13.5K engagements
"Memory is a MASSIVE Constraint for GPUs $TSLA CEO Elon Musk mentioned this on his earnings call. $NVDA CEO Jensen Huang covers this. $MU SK Hynix and Samsung continue to hike prices as demand grows"
X Link 2026-02-08T13:10Z 37K followers, 10.7K engagements
"Which stock will do this tomorrow"
X Link 2026-02-08T14:49Z 37K followers, 26.7K engagements
"Kudos to the soon to be former FOMC chair for the original post. Yes. we give credit to people out here. https://x.com/alifarhat79/status/2020136267078398197s=20 A stock Ive been holding for [--] months [--] minute after I sell it https://t.co/ho8FHRj2AL https://x.com/alifarhat79/status/2020136267078398197s=20 A stock Ive been holding for [--] months [--] minute after I sell it https://t.co/ho8FHRj2AL"
X Link 2026-02-08T14:49Z 36.9K followers, [----] engagements
"@Meme0rable If it wasnt for him there would not be an AWS"
X Link 2026-02-08T17:27Z 36.9K followers, [----] engagements
"I wish they would do this to $ON but they already did hehe"
X Link 2026-02-08T18:34Z 36.9K followers, [----] engagements
"@amit_bhandari_ Its been on the back burner for me. Im bullish but it doesnt apply to HBM used in DRAM builds for AI chips. $PSTG is NAND-based flash storage not DRAM on-chip memory"
X Link 2026-02-08T18:38Z 36.9K followers, [---] engagements
"LAST WEEK POSTED THE LARGEST SHORT SELLING IN HISTORY Does the short squeeze continue 🔥🔥🔥"
X Link 2026-02-08T20:36Z 37K followers, [----] engagements
"If this continues into [----] how cooked are we Big Tech is no longer experimenting with AI. It is building for scale. CapEx is accelerating as $GOOGL $AMZN $MSFT and $META invest heavily in compute data centres and long-term AI infrastructure. By 2026E $META and $GOOGL commit the highest share of revenues to https://t.co/461N4S5VE0 Big Tech is no longer experimenting with AI. It is building for scale. CapEx is accelerating as $GOOGL $AMZN $MSFT and $META invest heavily in compute data centres and long-term AI infrastructure. By 2026E $META and $GOOGL commit the highest share of revenues to"
X Link 2026-02-08T20:39Z 36.9K followers, 15.9K engagements
"@traderDanielle @iamcoriarnold According to Mark Zuckerberg theres far more risk to underspending than overspending. Time will only tell"
X Link 2026-02-08T21:12Z 36.9K followers, [---] engagements
"$IREN contracted capacity build-out currently sits at 3.6GW. Can $NBIS top that in their announcement this week Nebius 3.6GW IREN Nebius 3.6GW IREN"
X Link 2026-02-08T21:58Z 36.9K followers, 21.5K engagements
"Joe Montana wearing a casual long sleeve black shirt in front of 10s of millions of viewers. What a legend 🤣"
X Link 2026-02-08T23:36Z 36.9K followers, [----] engagements
"@Meme0rable Jassy convinced Bezos to turn AWS into a commercial business tho. One of the first megacaps to do it"
X Link 2026-02-09T00:35Z 36.9K followers, [---] engagements
"AD TECH IS BACK ON DECK $RDDT Reddit reported earnings last week growing revenue 70% YoY and expanding EBIT margins into the high-teens showing real operating leverage as ads and data licensing scale. $U Unity is down sharply over the past week heading into earnings Wednesday morning with $APP AppLovin reporting after the close following multiple short reports and money-laundering accusations. Let's see what happens. https://twitter.com/i/web/status/2020837615109378053 https://twitter.com/i/web/status/2020837615109378053"
X Link 2026-02-09T12:30Z 37K followers, [----] engagements
"$NVDA CEO Jensen Huang said in an interview last week that software is no longer just a single tool its a collaboration of many tools working together similar to how Excel evolved into an entire productivity ecosystem. He pointed to how $META uses AI through agentic generative systems to match the right audience with the right ads how $AMZN applies AI-driven advertising and recommendations to optimize shopping experiences and how $MSFT is embedding AI deeply across enterprise software. Software is not dead its entering its next acceleration phase."
X Link 2026-02-09T13:19Z 37K followers, 25.6K engagements
"$ON $AMKR Earnings https://x.com/i/broadcasts/1MYGNlwOqrnxw https://x.com/i/broadcasts/1MYGNlwOqrnxw"
X Link 2026-02-09T20:57Z 37.1K followers, [----] engagements
"$TSM up 3% overnight after reported Jan [----] revenue growth at 36%. Almost $2T"
X Link 2026-02-10T05:43Z 37K followers, 46.7K engagements
"$AMKR Amkor reported earnings today. Margin expansion across the board"
X Link 2026-02-10T05:50Z 37K followers, [----] engagements
"$AMKR accelerated revenue on its largest business to 16.4% U.S. onshoring is starting to ramp up as volumes increase. Bullish for $ON $TSM $ACLS and other supply chain companies"
X Link 2026-02-10T05:51Z 37.1K followers, [----] engagements
"ARE AI AGENTS THE DEATH OF SOFTWARE Databricks CEO Ali Ghodsi says the SaaS gravy train is over. According to Ghodsi predictable subscription revenue made software companies lazy but AI now forces real innovation or extinction. The [----] split is brutal. AI-native companies like $SNOW surged 25% and are now trading near 52-week lows. With enterprise AI spend coming not just from $MSFT $META $GOOGL and $AMZN but also directly from enterprises in [----] every SaaS category faces existential scrutiny as CIOs ask whether AI agents can replace expensive contracts. Build something genuinely"
X Link 2026-02-10T14:09Z 37K followers, 11.5K engagements
"$DDOG a software company up 17% after explosive earnings. Wait wait. I thought software was dead"
X Link 2026-02-10T15:09Z 37K followers, [----] engagements
"$NBIS is acquiring Tavily now adding AI agents to their stack. Full stack cloud Full stack infrastructure (mostly) Full stack AI suite Earnings Thursday. Yes I will be streaming"
X Link 2026-02-10T15:11Z 37K followers, [----] engagements
"AI is bullish for U.S. GDP. maybe too bullish. Hyperscaler data center spending accounted for 92% of H1 [----] GDP growth. Without it the economy would've posted just 0.1% growth. The big four are deploying $600B+ into AI infrastructure for [----] with $GOOGL hitting $185B $AMZN $200B $MSFT $116B $META $135B while every other sector stalls. We're either building the foundation for a productivity revolution or watching the most concentrated economic bet since the dot-com era. this time fueled by debt. https://t.co/P6KvGAmcYJ https://t.co/P6KvGAmcYJ"
X Link 2026-02-10T17:37Z 37K followers, [----] engagements
"@LeverageShares I didn't realize $TSLA was holding that much $BTC"
X Link 2026-02-10T17:38Z 37K followers, [---] engagements
"Prediction markets are taking heat after recent events including the Grammys where Trevor Noah said a specific word as a joke. While the word potato did not actually exist as a market it served as satire for what could realistically happen in these markets. Separately there were accounts that won every bet on guest appearances during the Bad Bunny halftime show. My take Do not participate in markets that are clearly vulnerable to insider trading. https://twitter.com/i/web/status/2021297216846168551 https://twitter.com/i/web/status/2021297216846168551"
X Link 2026-02-10T18:56Z 37K followers, [----] engagements
"$NET IS BACK ABOVE $200 Cloudflare Q4 earnings crushed expectations with 34% and raised [----] guidance to $2.8B positioning the company alongside networking peers like Broadcom $AVGO and Arista $ANET as a key AI infrastructure beneficiary. As AI agents from Anthropic and OpenAI proliferate Cloudflare's edge network processes massive inference traffic while maintaining the low latency that modern AI demands. Cloudflare's CDN architecture provides a decisive advantage over competitors like DigitalOcean $DOCN by caching AI model outputs at edge locations closer to end users. With new ACV"
X Link 2026-02-11T11:06Z 37K followers, [----] engagements
"WHY ASTERA LABS DROPPED AFTER EARNINGS $ALAB proves that beating estimates isnt enough when your stock trades like the next $AVGO or $ANET but hasnt yet earned that tier of credibility. The Q4 beat and raised Q1 guidance would normally spark a rally but sequential margin pressure and a CFO departure reminded investors that premium AI multiples require flawless execution something Arista and Broadcom have mastered. The future remains bright for Astera but todays valuation was simply too rich for the financials delivered. https://twitter.com/i/web/status/2021553598375632999"
X Link 2026-02-11T11:55Z 37.1K followers, [----] engagements
"The SaaS carnage continues $MDB -2.70% $PLTR -1.61% $SNOW -2.22% $RBRK -3.74% $S -1.60% $ZS -3.21% $NOW -4.06% $PAYC -1.78% $TEAM -6.49% $TTAN -3.99% $WDAY -2.47% $ADBE -2.66% $AI -3.14% $CRM -3.16% $DDOG -2.71% $GTLB -5.36% $KVYO -2.39% $MNDY -3.32%"
X Link 2026-02-11T14:52Z 37.1K followers, 17.1K engagements
"$ON ON semi was down nearly 10% after hours following Mondays earnings print. Now the stock is up more than 10% from where it was before the release. Dont let Wall Street dictate your thesis"
X Link 2026-02-11T19:10Z 37K followers, [----] engagements
"@Couch_Investor @BillAckman Wen AUM $18.9B"
X Link 2026-02-11T20:53Z 37K followers, [---] engagements
"My goal for [----] is to be more transparent about my performance my thinking and the companies I am studying. I am grateful to be up 19% YTD especially after navigating drawdowns in a few larger positions. It has not been a straight line and that is important to acknowledge. Around October [--] I realized something in my strategy was off. The market shifted from an environment where almost everything moved higher to one that truly rewards stock selection. That transition exposed weaknesses in how I was defining high conviction especially when conviction was reinforced by rising prices rather"
X Link 2026-02-11T21:34Z 37K followers, 26.7K engagements
"$APP Applovin drops down again 7%. Anyone know what they said on the call"
X Link 2026-02-11T22:22Z 37K followers, [----] engagements
"@HortonSmith34 I am. And I changed my mind on owning it. Already have exposure in $NBIS and wouldn't be surprised if these continue to be volatile. That is ok in these markets. But expressing a position with money at this juncture has more opportunity in the new positions I opened"
X Link 2026-02-11T22:48Z 37K followers, [---] engagements
"Yeah I got cooked on this one"
X Link 2026-02-11T23:47Z 37K followers, [----] engagements
"@amitisinvesting Wait I meant $GME"
X Link 2026-02-12T04:42Z 37K followers, [----] engagements
"@Ze1ooooo Are you attending the national $HIMS community event"
X Link 2026-02-12T05:03Z 37K followers, [---] engagements
"@cdad1121 Oh have you seen $RBRK $AMZN and $GRAB Im super transparent lol"
X Link 2026-02-12T05:35Z 37K followers, [---] engagements
"@DonkeyCapital69 Were so cooked"
X Link 2026-02-12T05:54Z 37K followers, [----] engagements
"Here are a few options positions I have opened on a WeBull account just for screenshots $AMKR $ON $ZETA Clearly [--] of the [--] are not doing well"
X Link 2026-02-12T06:13Z 37K followers, [----] engagements
"Nebius Earnings Live The Solid Report LIVE AT 6:45 AM EST YouTube Link $NBIS Earnings Report Compare to $IREN New Deals $MSFT $META Live Earnings Call at 8AM EST"
X Link 2026-02-12T07:19Z 37K followers, [----] engagements
"Nebius Earnings Live The Solid Report $NBIS $IREN $MSFT $META https://www.youtube.com/live/67XkwuHimpw https://www.youtube.com/live/67XkwuHimpw"
X Link 2026-02-12T07:19Z 37K followers, 10.2K engagements
"$BTC fear and greed index is at [--]. Wow. But I do think this one is capable of going negative"
X Link 2026-02-12T07:27Z 37K followers, [----] engagements
"Here is how $NBIS price moved after the print. It had a knee jerk -8% move and has recovered plus more. $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0 $NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS https://t.co/NQz5ScGab0"
X Link 2026-02-12T13:01Z 37.1K followers, [----] engagements
"$NBIS Earnings call is live RIGHT NOW https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20 https://x.com/i/broadcasts/1jMKgRkmeEbxLs=20"
X Link 2026-02-12T13:06Z 37.1K followers, 34.9K engagements
"$VKTX is back at $33 pre-market up 15%+ after announcing its oral GLP-1 candidate VK2735 has advanced into Phase [--]. Viking Therapeutics - FY2025 Q4 Earnings $VKTX $31.47 +10.2% AH Cash Position: $706M Q4 R&D Expenses: $153.5M +395% YoY FY2025 Net Loss: $358.5M vs $110.0M YoY FY2025 EPS: -$3.19 vs -$1.01 YoY Pipeline Highlights: - VANQUISH-1: Enrollment complete [----] patients (exceeded https://t.co/bpcNm84uPT Viking Therapeutics - FY2025 Q4 Earnings $VKTX $31.47 +10.2% AH Cash Position: $706M Q4 R&D Expenses: $153.5M +395% YoY FY2025 Net Loss: $358.5M vs $110.0M YoY FY2025 EPS: -$3.19 vs"
X Link 2026-02-12T13:16Z 37.1K followers, [----] engagements
"$FSLY Fastly is up 42% pre-market after a massive Q4 beat on revenue and earnings along with stronger-than-expected [----] guidance driven by AI-related traffic on its network. The market is viewing the company as a potential winner in the agentic AI and inference wave just like $NET and $DOCN. https://twitter.com/i/web/status/2021945653132431628 https://twitter.com/i/web/status/2021945653132431628"
X Link 2026-02-12T13:53Z 37.1K followers, [----] engagements
"GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%"
X Link 2026-02-12T18:04Z 37.1K followers, 11K engagements
"Even in a sea of red memory stocks like $MU and $SNDK are still green. The market still recognizes how critical memory is in the bill of materials for accelerated compute. GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06% GOOGLE IN THE ONLY MAG7 THAT IS GREEN TODAY 🔴 $AAPL -4.95% 🔴 $AMZN -2.27% 🟢 $GOOGL +0.32% 🔴 $META -2.10% 🔴 $MSFT -0.22% 🔴 $NFLX -4.05% 🔴 $NVDA -0.50% 🔴 $TSLA -3.06%"
X Link 2026-02-12T18:22Z 37.1K followers, [----] engagements
"@10009nyny Correct but odds are decreasing"
X Link 2026-02-12T20:42Z 37.1K followers, [--] engagements
"Crazy seeing $ASTS back in the $80s. 😏"
X Link 2026-02-13T04:16Z 37.1K followers, [----] engagements
"RT @samsolid57: Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reac"
X Link 2026-02-14T10:49Z 37.1K followers, [--] engagements
"Name a stock that will do this next week"
X Link 2025-08-30T19:53Z 37.1K followers, 576.8K engagements
"$AVGO shareholders The winner in the new Capex budget of Google is. broadcom The winner in the new Capex budget of Google is. broadcom"
X Link 2026-02-05T02:58Z 37.1K followers, [----] engagements
"$HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect"
X Link 2026-02-06T22:02Z 37.1K followers, 64.3K engagements
"Turns out $HIMS cutting the knock off doesnt help either. How bad can this sentiment get $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz $HIMS IS DOWN 11% AFTER HOURS The FDA is cracking down on illegal copy-cat GLP-1 compounds and specifically called out Hims & Hers for its knock-off $NVO Wegovy product. What did they expect https://t.co/BDV9Su5zAz"
X Link 2026-02-09T02:03Z 37.1K followers, 20.1K engagements
"JUST IN: $ALAB down 10% following earnings back to where it closed last Friday"
X Link 2026-02-11T00:22Z 37.1K followers, [----] engagements
"Applied Materials - Q1 FY2026 Earnings $AMAT [------] +10.5% AH ✅ Revenue: $7.01B (Est: $6.9B) -2% YoY ✅ EPS: $2.54 (Est: $2.20) Additional Metrics: GAAP Gross Margin: 49.0% Operating Income: $1.83B Non-GAAP Free Cash Flow: $1.04B +91% YoY Cash From Operations: $1.69B Shareholder Returns: $702M (Buybacks + Dividends) Segment Highlights: Semiconductor Systems Revenue: $5.14B Applied Global Services Revenue: $1.56B Record DRAM revenue in Semi Systems Record services and spares revenue in AGS Q2 FY2026 Guidance: ⚪ Revenue: $7.65B ⚪ Non-GAAP EPS: $2.64"
X Link 2026-02-12T21:07Z 37.1K followers, [----] engagements
"$AMZN AWS is a $126B business growing at 24% Advertising is $68B business growing at 22% SERIOUSLY. I am not kidding. Pitch me your bear case"
X Link 2026-02-08T12:45Z 37.1K followers, 112.3K engagements
"The two positions I opened yesterday were $ACLS and $SIMO. Yes I sold out of $IREN and $LMND. I posted it in my community on and a couple of discord channels that I lurk in. I will discuss more on todays episode of The Solid Report. Dont forget tomorrow morning is $NBIS earnings. I will be streaming that EARLY AM on the show as well. I have a few guests that will be joining me too. Started two new positions in semiconductors with a focus on memory equipment and controllers tied to both DRAM and NAND. Both trade around 20x P/E generate 45%+ gross margins EBIT profitable and stand to benefit"
X Link 2026-02-11T16:25Z 37.1K followers, 16.3K engagements
"Rivian - Q4 [----] Earnings $RIVN [-----] +11.2% AH ✅ Revenue: $1.29B (Est: $1.26B) ✅ Adj. EPS: -$0.66 (Est: -$0.81) Additional Metrics: - Q4 Gross Profit: $120M - Full Year Revenue: $5.39B (+8% YoY) - Full Year Gross Profit: $144M vs. -$1.2B LY - FY25 Deliveries: [-----] vehicles - Q4 Deliveries: [----] vehicles - Cash equivalents and investments: $6.08B FY2026 Guidance: - Vehicles Delivered: 62000-67000 - Adj. EBITDA: -$2.10B to -$1.80B - CapEx: $1.95B-2.05B https://twitter.com/i/web/status/2022056413334581738 https://twitter.com/i/web/status/2022056413334581738"
X Link 2026-02-12T21:13Z 37.1K followers, [----] engagements
"Crypto bros buying the dip thinking every 10% pump is a bottom"
X Link 2026-02-15T01:32Z 37.1K followers, [----] engagements
"$HIMS just found itself in a lawsuit with $NVO Imagine if you worked for a company and your CEO tried to pull a stunt like this. Wow. Almost below $18"
X Link 2026-02-09T13:43Z 37.1K followers, 14.7K engagements
"At least $GRAB is green 🤷♂ Dear almighty market makers. Please dont rug us tomorrow. Sincerely your bagholder. https://t.co/FrDbA0FUdZ Dear almighty market makers. Please dont rug us tomorrow. Sincerely your bagholder. https://t.co/FrDbA0FUdZ"
X Link 2026-02-12T18:44Z 37.1K followers, 39.3K engagements
"Source for UBS estimates https://x.com/jukan05/status/2021918924867350745 UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28% respectively to $827 billion/$915 billion representing +61%/+11% YoY growth. https://x.com/jukan05/status/2021918924867350745 UBS: One-Third of Hyperscalers' CAPEX Increase This Year Is Attributable to Memory Costs "Following this earnings season UBS raised its 2026/2027 CAPEX forecasts for major hyperscalers by +43%/+28%"
X Link 2026-02-13T01:27Z 37.1K followers, [----] engagements
"Does todays market give you [----] vibes Yes. Cautious No. This is a BTFD Yes. Cautious No. This is a BTFD"
X Link 2026-02-13T05:14Z 37.1K followers, [----] engagements
"Stanley Druckenmillers philosophy is simple but powerful. invest based on where the industry will be in [--] to [--] months not where it stands today. That forward-looking discipline helped him compound capital at roughly 30% annually for three decades navigating through crashes like [----] the dot-com bust and the [----] financial crisis without a single down year. The 🐐 https://twitter.com/i/web/status/2022290720460083432 https://twitter.com/i/web/status/2022290720460083432"
X Link 2026-02-13T12:44Z 37.1K followers, 17.9K engagements
"MARKET CLOSE $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $METAhttps://www.youtube.com/watchv=J5zKmd6mn9w"
X Link 2026-02-13T19:26Z 37.1K followers, [----] engagements
"You can watch the full interview here: https://www.youtube.com/watchv=-5Weeox0Xus https://www.youtube.com/watchv=-5Weeox0Xus"
X Link 2026-02-13T19:44Z 37.1K followers, [----] engagements
"My man George Soros definitely closed the $XLE and $XOP puts after the first week of January. I dont believe for a second that hes still holding them. BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active filings in recent quarters with 50+ new positions and major portfolio shifts. Biggest moves: $XOP https://t.co/hy08OTlObL BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one"
X Link 2026-02-13T23:54Z 37.1K followers, [----] engagements
"JUST IN: The Dow is at 50k is no longer an excuse. Time for accountability"
X Link 2026-02-14T01:38Z 37.1K followers, [----] engagements
"Its crazy how $AMZN is on its longest losing streak in two decades right after one of its most profitable businesses reaccelerated to 24% growth. $AMZN Amazon slides 9th straight day longest losing streak since [----] Investors question $200B AI infrastructure spend after weak earnings [----] saw similar capex fears before long-term rally Stock has risen 14849% since that [----] stretch $AMZN Amazon slides 9th straight day longest losing streak since [----] Investors question $200B AI infrastructure spend after weak earnings [----] saw similar capex fears before long-term rally Stock has risen 14849%"
X Link 2026-02-14T02:18Z 37.1K followers, 36.9K engagements
"The thesis on $ACLS and how memory production has more room to run. Earnings review from $AMAT and commentary from hyperscalers CapEx $AMZN $GOOGL $MSFT MARKET CLOSE: THE SHOW MUST GO ON https://youtube.com/live/J5zKmd6mn9wfeature=share MARKET CLOSE: $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $META https://t.co/22mKxZi3gn https://t.co/yWWSpxKCZF https://youtube.com/live/J5zKmd6mn9wfeature=share MARKET CLOSE: $BTC $ETH $BMNR $AMAT $ACLS $MU $AMZN $NBIS $IREN $NBIS $IREN $MSFT $META https://t.co/22mKxZi3gn https://t.co/yWWSpxKCZF"
X Link 2026-02-14T06:06Z 37.1K followers, [----] engagements
"Stargate UAE is the cleanest read-through on the next AI infra cycle. a 5GW campus in Abu Dhabi where OpenAI G42 and the hyperscale stack $NVDA $ORCL $CSCO plus the usual $AMZN $MSFT $GOOGL are effectively co-building at state scale with 1GW targeted for [----] and 200MW in the first cut of capacity. The visual is straightforward cranes in the desert steel substations and long-dated power contracts turning into a sovereign AI hub that wants to sit in the traffic path for roughly half the worlds population. On the other side of the globe xAIs Colossus clusters are the speed benchmark taking"
X Link 2026-02-14T12:18Z 37.1K followers, [----] engagements
"Anthropic CEO Dario Amodei believes AI driven robotics could become a multi trillion dollar industry as continual learning unlocks real world adaptability. $AMZN and $TSLA are already deploying automation while $NVDA powers the simulation stack that accelerates training. The key theme is timing. Adoption could arrive sooner than expected and once it scales the cycle may last far longer than most assume. But it will not be a straight line. Expect volatility pauses and capital rotations along the way. https://twitter.com/i/web/status/2022672260713119986"
X Link 2026-02-14T14:00Z 37.1K followers, [----] engagements
"Lets take into account that CapEx is still climbing especially among the hyperscalers $AMZN $GOOGL $MSFT and $META. Combined CapEx spending is on track to reach over $620 billion in [----] a major upside surprise compared to what the market initially priced in. And that infrastructure will not just train models it will power real world applications like identity resolution and real time ad targeting think Minority Report level personalization benefiting platforms like $APP $TTD and $ZETA. But the key question is not how much theyre spending its where its going. This CapEx is building out the"
X Link 2026-02-14T17:11Z 37.1K followers, [----] engagements
"AI infra names are finding out that just beating is not enough anymore. $AMD and $CSCO both put up solid quarters but if guidance only meets instead of clearly beating estimates the stock gets sold. When expectations are high and positioning is crowded good feels like a miss. Meanwhile $AMAT shows that when you actually raise guidance and prove the demand is real the market will reward you. This is not the market calling the top on AI. It is the market recalibrating the slope. With hyperscaler CapEx already massive investors need to see that the curve is still bending up. $ANET did that with"
X Link 2026-02-14T17:52Z 37.1K followers, [----] engagements
"Is this seriously what Wall Street is panicking about $MSFT prints negative quarterly FCF because theyre plowing cash into CapEx and suddenly everyone forgets how cycles work. Were at an inflection point. The playbook most tech operators learned last decade is now a liability. Do I think this is a permanent downtrend Or a once-in-a-generation land grab to own the compute layer of the next platform shift CapEx doesnt go vertical forever. It mean reverts. It always does. But this is narrative season. FCF red for a quarter so dump $AMZN $GOOGL $META and lmao might as well torch $ORCL first."
X Link 2026-02-14T18:51Z 37.1K followers, 13K engagements
"My Thoughts on the Massive Ad Tech Sell-Off These businesses were structural monsters a few months ago and that hasnt magically changed overnight. Ive seen this sector written off more times than I can count. Meanwhile $APP $RDDT and $META keep tightening their grip on the pipes of the internet across social and CTV. More data. Better targeting. Algorithmic feeds replacing static ads. Performance dollars crowding out brand fluff. Thats the real compounding engine. Maybe theyre not losing share like $TTD has been accused of or getting slammed the way $U has in gaming and CTV. But the market"
X Link 2026-02-14T20:20Z 37.1K followers, 12.2K engagements
"It is interesting to read different points of view and stay open minded especially in contrast to recency bias where everything feels like it only goes up and every dip gets bought into new all-time highs every other week. When $GLD and $SLV have surged like they have recently it is rarely random. According to Ray Dalios Big Cycle framework late-stage debt expansion monetary debasement and rising geopolitical tension push capital toward hard assets as confidence in the financial order weakens while long-duration bonds like $TLT can struggle as deficits expand and yields rise to attract"
X Link 2026-02-15T02:58Z 37.1K followers, [----] engagements
"TOM LEES [----] FORECASTS FOR ETHEREUM Chairman of $BMNR sees $ETH at $4000 by end of July and $10k-15k by EOY. This is based on $CRCL multiples and Layer [--] usage premiums"
X Link 2025-07-19T18:07Z 37.1K followers, 356.3K engagements
"DAVID TEPPER HOLDS $1.3B IN $BABA AND $UNH Wall Streets favorite China bull is calling both value plays with asymmetric upside. Hes also sitting on nearly $2B across $MSFT $UBER $GOOGL $NVDA $AMZN plus energy bets in $VST and $NRG. Energy and AI"
X Link 2025-08-22T01:15Z 37.1K followers, 19.3K engagements
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